INVESCO QQQ TRUST, SERIES 1 - QQQ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 82,233,568 | 47,463,570 | 5.31% | 4.94% | 1 | +12,424,417 | 17.8% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 72,961,946 | 42,112,175 | 5.42% | 6.68% | 2 | +1,008,307 | 1.4% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 55,171,964 | 31,844,154 | 5.15% | 5.45% | 3 | -3,895,358 | -6.59% | Q1 2026 | May 15, 2026 |
| CTC LLC | History | Added to | 544,474 | 31,425,950 | 14.47% | 15.97% | 4 | +11,905 | 2.24% | Q1 2026 | May 21, 2026 |
| BARCLAYS PLC | History | Reduced | 28,825,875 | 16,637,718 | 4.0% | 4.71% | 5 | -3,118,420 | -9.76% | Q1 2026 | May 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 26,647,688 | 15,380,512 | 26.79% | 8.94% | 6 | +19,214,016 | 258.47% | Q1 2026 | May 15, 2026 |
| ALKEON CAPITAL MANAGEMENT LLC | History | Reduced | 23,477,477 | 13,550,730 | 22.77% | 22.91% | 7 | -71,200 | -0.3% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 21,535,425 | 12,429,817 | 0.75% | 0.59% | 8 | +5,493,584 | 34.25% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 19,836,844 | 11,449,429 | 1.31% | 1.34% | 9 | +2,071,673 | 11.66% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 18,112,381 | 10,454,104 | 1.57% | 1.15% | 10 | +6,603,827 | 57.38% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 17,254,676 | 9,959,054 | 0.73% | 0.87% | 11 | -2,292,876 | -11.73% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 13,299,055 | 7,675,948 | 3.27% | 2.89% | 12 | +2,651,251 | 24.9% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 12,733,773 | 7,349,678 | 1.39% | 2.08% | 13 | -5,829,712 | -31.4% | Q1 2026 | May 11, 2026 |
| Belvedere Trading LLC | History | Reduced | 12,346,500 | 7,126,152 | 8.44% | 8.87% | 14 | -1,097,555 | -8.16% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 10,895,044 | 6,288,402 | 1.1% | 1.16% | 15 | -730,387 | -6.28% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 10,632,144 | 6,136,660 | 2.55% | 3.35% | 16 | -2,339,566 | -18.04% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 10,614,231 | 6,126,321 | 1.63% | 1.81% | 17 | -158,456 | -1.47% | Q1 2026 | May 06, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 7,438,500 | 4,293,353 | 11.13% | 8.34% | 18 | +553,600 | 8.04% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 950,662 | 4,142,917 | 2.01% | 3.82% | 19 | -147,780 | -13.45% | Q1 2026 | May 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 6,187,638 | 3,571,380 | 6.63% | 7.96% | 20 | -810,634 | -11.58% | Q1 2026 | May 15, 2026 |
| Rokos Capital Management LLP | History | Reduced | 6,035,800 | 3,484,527 | 26.34% | 52.83% | 21 | -16,036,256 | -72.65% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 5,389,200 | 3,110,538 | 3.65% | 2.06% | 22 | +2,241,900 | 71.23% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 4,746,270 | 2,739,452 | 3.55% | 3.25% | 23 | +573,970 | 13.76% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 4,362,677 | 2,518,485 | 0.58% | 0.61% | 24 | -32,037 | -0.73% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,133,154 | 2,381,640 | 0.73% | 0.76% | 25 | +169,317 | 4.27% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,064,457 | 2,269,105 | 0.15% | 0.14% | 26 | +448,965 | 12.42% | Q1 2026 | May 13, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 3,857,300 | 2,226,356 | 5.9% | 4.21% | 27 | -1,296,200 | -25.15% | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | Added to | 3,794,586 | 2,190,166 | 3.14% | 0.41% | 28 | +3,342,666 | 739.66% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Reduced | 3,456,730 | 1,995,155 | 8.3% | 9.31% | 29 | -1,484,148 | -30.04% | Q1 2026 | May 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 3,225,000 | 1,861,405 | 2.99% | 3.11% | 30 | +200,000 | 6.61% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,182,188 | 1,836,695 | 1.13% | 1.2% | 31 | +90,896 | 2.94% | Q1 2026 | May 07, 2026 |
| Walleye Trading LLC | History | Added to | 3,094,553 | 1,786,114 | 2.98% | 1.83% | 32 | +1,006,149 | 48.18% | Q1 2026 | May 08, 2026 |
| PEAK6 LLC | History | Reduced | 3,045,002 | 1,757,514 | 4.12% | 5.92% | 33 | -2,139,201 | -41.26% | Q1 2026 | May 13, 2026 |
| DRW Securities, LLC | History | Added to | 3,029,632 | 1,748,642 | 24.27% | 8.99% | 34 | +2,476,380 | 447.6% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,008,527 | 1,736,461 | 0.46% | 0.54% | 35 | +62,806 | 2.13% | Q1 2026 | May 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,974,572 | 1,716,863 | 0.99% | 1.02% | 36 | -61,891 | -2.04% | Q1 2026 | May 08, 2026 |
| Marex Group plc | History | Added to | 2,959,289 | 1,708,042 | 10.8% | 1.85% | 37 | +2,480,667 | 518.29% | Q1 2026 | May 13, 2026 |
| Cavalier Investments, LLC | History | Added to | 2,653,144 | 1,531,341 | 41.4% | 27.99% | 38 | +1,766,511 | 199.24% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 2,564,013 | 1,479,897 | 3.69% | 2.99% | 39 | +1,022,987 | 66.38% | Q1 2026 | May 14, 2026 |
| Carrhae Capital LLP | History | Added to | 2,477,800 | 1,430,136 | 42.86% | 10.76% | 40 | +2,014,600 | 434.93% | Q1 2026 | May 13, 2026 |
| Glenorchy Capital Ltd | History | Added to | 2,265,800 | 1,307,774 | 76.25% | 75.95% | 41 | +227,100 | 11.14% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 2,329,565 | 1,307,509 | 1.39% | 1.5% | 42 | +90,287 | 4.03% | Q1 2026 | May 13, 2026 |
| Tidal Investments LLC | History | Added to | 2,251,421 | 1,299,475 | 2.74% | 0.16% | 43 | +2,143,004 | 1976.63% | Q1 2026 | May 15, 2026 |
| SHANDA ASSET MANAGEMENT HOLDINGS Ltd | History | No change | 2,200,000 | 1,269,796 | 68.69% | 65.15% | 44 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,850,628 | 1,069,043 | 1.56% | 1.66% | 45 | +3,624 | 0.2% | Q1 2026 | May 15, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Added to | 1,782,808 | 1,029,002 | 31.17% | 31.35% | 46 | +32,729 | 1.87% | Q1 2026 | Apr 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,778,951 | 1,026,775 | 1.43% | 1.63% | 47 | -206,580 | -10.4% | Q1 2026 | Apr 27, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 1,759,000 | 1,015,259 | 7.82% | 7.92% | 48 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| DV Trading LLC | History | Added to | 1,738,950 | 1,003,687 | 23.79% | 18.02% | 49 | +696,980 | 66.89% | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | Added to | 1,726,600 | 996,558 | 7.35% | 4.48% | 50 | +830,900 | 92.77% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 1,558,319 | 897,033 | 0.47% | 0.1% | 51 | +1,284,532 | 469.17% | Q1 2026 | Apr 30, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 1,496,860 | 863,957 | 1.11% | 1.75% | 52 | -1,049,378 | -41.21% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,484,321 | 856,719 | 0.32% | 0.3% | 53 | +53,271 | 3.72% | Q1 2026 | May 13, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 1,482,035 | 855,400 | 7.56% | 2.68% | 54 | +1,082,035 | 270.51% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 1,416,039 | 817,309 | 1.33% | 0.85% | 55 | +553,796 | 64.23% | Q1 2026 | May 14, 2026 |
| Atreides Management, LP | History | Reduced | 1,400,000 | 808,052 | 16.15% | 26.27% | 56 | -2,100,000 | -60.0% | Q1 2026 | May 18, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,325,658 | 765,147 | 0.93% | 0.98% | 57 | -40,892 | -2.99% | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 1,302,412 | 751,726 | 0.25% | 0.28% | 58 | -50,214 | -3.71% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Reduced | 1,301,037 | 750,932 | 0.01% | 0.02% | 59 | -768,424 | -37.13% | Q1 2026 | May 13, 2026 |
| Hancock Prospecting Pty Ltd | History | No change | 1,277,709 | 737,468 | 22.15% | 24.12% | 60 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,272,210 | 734,294 | 1.89% | 2.14% | 61 | -48,398 | -3.66% | Q1 2026 | Apr 30, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 1,210,000 | 698,387 | 1.83% | 2.16% | 62 | -335,273 | -21.7% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,193,756 | 689,093 | 0.73% | 0.81% | 63 | -9,808 | -0.81% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,130,072 | 652,255 | 1.16% | 1.28% | 64 | -24,668 | -2.14% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 1,115,794 | 643,892 | 0.75% | 0.79% | 65 | +31,294 | 2.89% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,085,239 | 626,476 | 0.58% | 0.55% | 66 | +89,454 | 8.98% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,003,007 | 578,915 | 0.78% | 0.87% | 67 | -56,965 | -5.37% | Q1 2026 | Apr 27, 2026 |
| Lido Advisors, LLC | History | Added to | 997,475 | 575,724 | 1.76% | 1.14% | 68 | +370,281 | 59.04% | Q1 2026 | May 13, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 962,575 | 555,579 | 0.45% | 0.51% | 69 | -76,863 | -7.39% | Q1 2026 | May 11, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 955,045 | 551,232 | 3.77% | 2.15% | 70 | +269,678 | 39.35% | Q1 2026 | May 07, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 946,416 | 546,252 | 0.57% | 0.69% | 71 | -162,550 | -14.66% | Q1 2026 | May 11, 2026 |
| Monarch Alternative Capital LP | History | New | 900,000 | 519,462 | 31.85% | — | 72 | +900,000 | New | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 873,705 | 504,285 | 3.55% | 0.51% | 73 | +688,074 | 370.67% | Q1 2026 | May 15, 2026 |
| BARINGS LLC | History | Reduced | 900,207 | 502,567 | 8.11% | 10.34% | 74 | -6,100 | -0.67% | Q1 2026 | May 06, 2026 |
| CastleKnight Management LP | History | Reduced | 860,000 | 496,374 | 8.28% | 21.02% | 75 | -685,000 | -44.34% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 960,551 | 494,232 | 0.7% | 0.67% | 76 | +209,397 | 27.88% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 850,685 | 490,998 | 1.22% | 1.19% | 77 | +9,542 | 1.13% | Q1 2026 | Apr 22, 2026 |
| FMR LLC | History | Added to | 829,732 | 478,905 | 0.03% | 0.03% | 78 | +21,222 | 2.62% | Q1 2026 | May 15, 2026 |
| AIA Group Ltd | History | Reduced | 827,892 | 477,842 | 6.95% | 8.92% | 79 | -142,126 | -14.65% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 818,509 | 472,426 | 1.79% | 1.72% | 80 | +140,284 | 20.68% | Q1 2026 | Apr 30, 2026 |
| Calamos Advisors LLC | History | Reduced | 765,765 | 469,679 | 1.66% | 1.92% | 81 | -84,895 | -9.98% | Q1 2026 | May 04, 2026 |
| SG Americas Securities, LLC | History | Added to | 809,697 | 467,341 | 0.5% | 0.17% | 82 | +595,975 | 278.86% | Q1 2026 | Apr 16, 2026 |
| CloudAlpha Capital Management Limited/Hong Kong | History | Added to | 809,500 | 467,227 | 15.96% | 7.19% | 83 | +561,000 | 225.75% | Q1 2026 | May 13, 2026 |
| Artemis Wealth Advisors, LLC | History | Added to | 880,969 | 461,316 | 69.66% | 77.04% | 84 | +7,538 | 0.86% | Q1 2026 | May 14, 2026 |
| Howard Capital Management Inc. | History | Reduced | 2,749,966 | 455,786 | 7.45% | 6.92% | 85 | -80,794 | -2.85% | Q1 2026 | May 05, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Added to | 786,800 | 454,125 | 9.23% | 4.17% | 86 | +314,962 | 66.75% | Q1 2026 | May 15, 2026 |
| Longaeva Partners L.P. | History | New | 770,246 | 444,570 | 16.46% | — | 87 | +770,246 | New | Q1 2026 | May 15, 2026 |
| Fiera Capital Corp | History | Reduced | 761,153 | 439,322 | 1.5% | 1.49% | 88 | -4,105 | -0.54% | Q1 2026 | May 12, 2026 |
| Proem Advisors LLC | History | New | 760,200 | 438,772 | 26.17% | — | 89 | +760,200 | New | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 756,926 | 436,882 | 1.21% | 1.35% | 90 | -148,443 | -16.4% | Q1 2026 | May 04, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 9,261,958 | 436,022 | 6.92% | 9.44% | 91 | +2,580,329 | 38.62% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 750,000 | 432,885 | 0.26% | — | 92 | +750,000 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 743,424 | 429,089 | 0.35% | 0.47% | 93 | +201,847 | 37.27% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 718,318 | 414,598 | 0.28% | 0.31% | 94 | +11,294 | 1.6% | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 676,464 | 413,785 | 2.66% | 2.65% | 95 | +46,490 | 7.38% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA ADVISORS GROUP, INC. | History | No change | 673,923 | 388,974 | 12.76% | 6.87% | 96 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 660,336 | 381,132 | 2.02% | 2.11% | 97 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Reduced | 640,692 | 369,794 | 2.4% | 1.68% | 98 | -53,974 | -7.77% | Q1 2026 | May 15, 2026 |
| Finepoint Capital LP | History | New | 634,755 | 366,367 | 18.76% | — | 99 | +634,755 | New | Q1 2026 | May 14, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 629,747 | 363,456 | 3.99% | 4.75% | 100 | -39,498 | -5.9% | Q1 2026 | Apr 29, 2026 |
| Capula Management Ltd | History | Added to | 617,152 | 356,207 | 2.53% | 1.49% | 101 | +132,557 | 27.35% | Q1 2026 | May 14, 2026 |
| NWI MANAGEMENT LP | History | Reduced | 614,700 | 354,793 | 20.17% | 18.53% | 102 | -40,500 | -6.18% | Q1 2026 | May 15, 2026 |
| Oasis Management Co Ltd. | History | Added to | 600,000 | 346,308 | 20.17% | 7.96% | 103 | +400,000 | 200.0% | Q1 2026 | May 14, 2026 |
| NATIXIS | History | Added to | 589,781 | 340,409 | 1.22% | 1.01% | 104 | +124,746 | 26.83% | Q1 2026 | May 14, 2026 |
| OAKTREE CAPITAL MANAGEMENT LP | History | New | 570,000 | 328,992 | 5.02% | — | 105 | +570,000 | New | Q1 2026 | May 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 573,848 | 322,861 | 0.16% | 0.18% | 106 | +90,118 | 18.63% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 559,321 | 322,828 | 0.32% | 0.27% | 107 | +81,940 | 17.16% | Q1 2026 | May 14, 2026 |
| Rafferty Asset Management, LLC | History | No change | 551,290 | 318,193 | 1.29% | 1.17% | 108 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET SECURITIES (USA) INC. | History | Reduced | 519,624 | 299,916 | 11.01% | 8.8% | 109 | -1,250 | -0.24% | Q1 2026 | Apr 29, 2026 |
| Norinchukin Bank, The | History | No change | 518,000 | 298,979 | 3.49% | 3.71% | 110 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | History | Reduced | 500,000 | 288,590 | 3.94% | 6.44% | 111 | -160,000 | -24.24% | Q1 2026 | May 15, 2026 |
| Twin Tree Management, LP | History | Added to | 493,000 | 284,549 | 5.99% | 0.29% | 112 | +438,895 | 811.19% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 490,751 | 283,251 | 0.74% | 0.86% | 113 | -23,311 | -4.53% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 483,365 | 275,360 | 1.29% | 1.45% | 114 | -18,501 | -3.69% | Q1 2026 | Apr 24, 2026 |
| ACUTE INVESTMENT ADVISORY, LLC | History | Reduced | 454 | 262,040 | 2.94% | 5.14% | 115 | -412 | -47.58% | Q1 2026 | Apr 27, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 449,174 | 259,254 | 1.2% | 0.85% | 116 | -13,282 | -2.87% | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 433,797 | 250,378 | 1.77% | 1.17% | 117 | +183,754 | 73.49% | Q1 2026 | Apr 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 433,674 | 250,299 | 0.22% | 0.28% | 118 | -58,795 | -11.94% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 448,963 | 246,129 | 0.5% | 0.49% | 119 | -130,888 | -22.57% | Q1 2026 | Apr 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 466,659 | 243,080 | 0.42% | 0.46% | 120 | +30,664 | 7.03% | Q1 2026 | May 14, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 420,595 | 242,810 | 8.88% | 9.79% | 121 | -665 | -0.16% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 415,129 | 239,603 | 0.11% | 0.1% | 122 | +118,036 | 39.73% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 408,780 | 235,939 | 1.33% | 1.44% | 123 | +1,463 | 0.36% | Q1 2026 | May 15, 2026 |
| Elliott Investment Management L.P. | History | Reduced | 400,000 | 230,872 | 1.15% | 6.8% | 124 | -2,100,000 | -84.0% | Q1 2026 | May 15, 2026 |
| Varma Mutual Pension Insurance Co | History | New | 400,000 | 230,872 | 1.36% | — | 125 | +400,000 | New | Q1 2026 | May 05, 2026 |
| NorthRock Partners, LLC | History | Added to | 389,838 | 225,007 | 3.63% | 3.89% | 126 | +14,320 | 3.81% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 384,148 | 221,722 | 0.35% | 0.38% | 127 | -13,422 | -3.38% | Q1 2026 | May 14, 2026 |
| J.Safra Asset Management Corp | History | Reduced | 374,328 | 216,054 | 11.64% | 12.6% | 128 | -16,813 | -4.3% | Q1 2026 | May 04, 2026 |
| Jump Financial, LLC | History | Added to | 369,000 | 212,979 | 2.84% | 0.12% | 130 | +352,807 | 2178.76% | Q1 2026 | May 14, 2026 |
| Blackstone Inc. | History | Reduced | 369,000 | 212,979 | 0.83% | 1.21% | 129 | -131,000 | -26.2% | Q1 2026 | May 15, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Added to | 363,690 | 209,914 | 12.94% | 13.4% | 131 | +3,339 | 0.93% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 360,600 | 208,131 | 0.23% | 0.29% | 132 | -99,932 | -21.7% | Q1 2026 | May 15, 2026 |
| Bell Bank | History | Added to | 359,025 | 207,222 | 8.79% | 9.28% | 133 | +5,467 | 1.55% | Q1 2026 | Apr 23, 2026 |
| Consolidated Investment Group LLC | History | Added to | 357,499 | 206,341 | 22.38% | 22.81% | 134 | +47,099 | 15.17% | Q1 2026 | May 04, 2026 |
| VestGen Advisors, LLC | History | Added to | 290,290 | 205,304 | 5.46% | 1.41% | 135 | +236,351 | 438.18% | Q1 2026 | May 14, 2026 |
| Kensington Asset Management, LLC | History | Reduced | 347,330 | 200,471 | 10.91% | 12.01% | 136 | -27,913 | -7.44% | Q1 2026 | May 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 347,140 | 200,077 | 0.3% | 0.4% | 137 | -83,202 | -19.33% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 341,391 | 197,044 | 1.0% | 1.08% | 138 | +22,225 | 6.96% | Q1 2026 | May 08, 2026 |
| SCOGGIN MANAGEMENT LP | History | Added to | 337,500 | 194,798 | 18.77% | 7.07% | 139 | +262,500 | 350.0% | Q1 2026 | May 15, 2026 |
| GLENVIEW CAPITAL MANAGEMENT, LLC | History | New | 328,200 | 189,430 | 4.76% | — | 140 | +328,200 | New | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 324,781 | 187,458 | 2.4% | 2.56% | 141 | -7,145 | -2.15% | Q1 2026 | May 15, 2026 |
| Japan Science & Technology Agency | History | Reduced | 319,081 | 184,167 | 3.83% | 4.55% | 142 | -84,000 | -20.84% | Q1 2026 | May 07, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 316,036 | 182,409 | 0.04% | 0.07% | 143 | -153,374 | -32.67% | Q1 2026 | May 13, 2026 |
| Allen Investment Management, LLC | History | Added to | 315,513 | 182,107 | 2.25% | 2.02% | 144 | +19,372 | 6.54% | Q1 2026 | May 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 311,016 | 179,512 | 0.51% | 0.46% | 145 | +29,716 | 10.56% | Q1 2026 | May 08, 2026 |
| Cohen Klingenstein LLC | History | Reduced | 308,849 | 178,261 | 5.77% | 5.93% | 146 | -9,100 | -2.86% | Q1 2026 | Apr 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 304,400 | 175,693 | 3.05% | 4.35% | 147 | -83,175 | -21.46% | Q1 2026 | Apr 20, 2026 |
| Waratah Capital Advisors Ltd. | History | Reduced | 298,100 | 172,057 | 6.55% | 9.54% | 148 | -163,100 | -35.36% | Q1 2026 | May 11, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 290,900 | 167,901 | 0.58% | 0.18% | 149 | +200,568 | 222.03% | Q1 2026 | May 13, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 290,337 | 167,576 | 0.51% | 0.55% | 150 | -35,117 | -10.79% | Q1 2026 | May 05, 2026 |
| HBK INVESTMENTS L P | History | Reduced | 288,682 | 166,621 | 1.69% | 2.8% | 151 | -290,818 | -50.18% | Q1 2026 | May 15, 2026 |
| SummitTX Capital, L.P. | History | Added to | 288,332 | 166,419 | 5.2% | 3.1% | 152 | +120,788 | 72.09% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 285,012 | 164,503 | 0.27% | 0.26% | 153 | +78,005 | 37.68% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 278,216 | 160,581 | 2.48% | 3.43% | 154 | +2,672 | 0.97% | Q1 2026 | May 15, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | Reduced | 275,776 | 159,172 | 10.43% | 11.28% | 155 | -5,379 | -1.91% | Q1 2026 | May 06, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | Reduced | 275,000 | 158,724 | 3.29% | 13.52% | 156 | -740,000 | -72.91% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 271,016 | 156,425 | 1.23% | 1.6% | 157 | -92,082 | -25.36% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | Reduced | 265,197 | 153,066 | 1.75% | 3.48% | 158 | -230,607 | -46.51% | Q1 2026 | Apr 16, 2026 |
| Saudi Central Bank | History | No change | 263,622 | 152,157 | 3.22% | 6.05% | 159 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PPSC Investment Service Corp | History | Reduced | 263,176 | 151,899 | 11.98% | 12.14% | 160 | -1,476 | -0.56% | Q1 2026 | Apr 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 263,028 | 151,812 | 0.29% | 0.21% | 161 | +67,526 | 34.54% | Q1 2026 | May 01, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 262,925 | 151,754 | 1.9% | 2.05% | 162 | -5,035 | -1.88% | Q1 2026 | Apr 28, 2026 |
| Johns Hopkins University | History | No change | 258,537 | 149,222 | 10.81% | 11.57% | 163 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 258,015 | 148,921 | 15.69% | 16.48% | 164 | -350 | -0.14% | Q1 2026 | May 07, 2026 |
| ALLIANZ SE | History | Added to | 254,597 | 146,948 | 1.63% | 1.82% | 165 | +24,594 | 10.69% | Q1 2026 | May 11, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 253,407 | 146,261 | 7.39% | 15.18% | 166 | -230,349 | -47.62% | Q1 2026 | May 04, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 250,636 | 144,662 | 0.02% | 0.02% | 167 | -1,430 | -0.57% | Q1 2026 | May 14, 2026 |
| Philosophy Capital Management LLC | History | Reduced | 2,500 | 144,295 | 8.85% | 19.57% | 168 | -4,500 | -64.29% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Added to | 243,240 | 140,422 | 4.96% | 0.23% | 169 | +232,034 | 2070.62% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 241,703 | 139,506 | 3.63% | 0.0% | 170 | +241,694 | 2685488.89% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 241,011 | 139,169 | 0.86% | 0.9% | 171 | -1,003 | -0.41% | Q1 2026 | May 15, 2026 |
| Eversept Partners, LP | History | Added to | 238,700 | 137,772 | 7.26% | 6.97% | 172 | +13,700 | 6.09% | Q1 2026 | May 15, 2026 |
| Nishkama Capital, LLC | History | Reduced | 235,000 | 135,637 | 8.56% | 11.25% | 173 | -222,000 | -48.58% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 234,335 | 135,252 | 1.0% | 0.87% | 174 | +56,912 | 32.08% | Q1 2026 | Apr 15, 2026 |
| Pentwater Capital Management LP | History | New | 230,000 | 132,751 | 0.69% | — | 175 | +230,000 | New | Q1 2026 | May 15, 2026 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | History | New | 230,000 | 132,751 | 3.57% | — | 176 | +230,000 | New | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 226,775 | 130,890 | 1.49% | 1.61% | 177 | -4,735 | -2.05% | Q1 2026 | Apr 28, 2026 |
| Composition Wealth, LLC | History | Reduced | 224,787 | 129,742 | 1.78% | 2.21% | 178 | -26,591 | -10.58% | Q1 2026 | Apr 08, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 223,759 | 129,149 | 2.0% | 2.1% | 179 | +16,516 | 7.97% | Q1 2026 | May 11, 2026 |
| Polymer Capital Management (HK) LTD | History | Added to | 219,934 | 126,941 | 10.97% | 0.72% | 180 | +211,639 | 2551.4% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 219,044 | 126,428 | 0.67% | 0.82% | 181 | +28,782 | 15.13% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 217,195 | 124,403 | 0.17% | — | 182 | +217,195 | New | Q1 2026 | May 12, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 201,929 | 119,686 | 0.97% | 9.09% | 183 | -1,686,071 | -89.3% | Q1 2026 | May 14, 2026 |
| Clear Street Group Inc. | History | Added to | 205,948 | 118,869 | 0.48% | 0.32% | 184 | +64,591 | 45.69% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 204,402 | 117,976 | 1.36% | 1.51% | 185 | +2,358 | 1.17% | Q1 2026 | May 08, 2026 |
| Private Advisory Group LLC | History | Added to | 202,348 | 116,791 | 7.66% | 3.37% | 186 | +132,314 | 188.93% | Q1 2026 | May 08, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 201,452 | 116,273 | 4.82% | 5.42% | 187 | -3,972 | -1.93% | Q1 2026 | Apr 29, 2026 |
| Industrial Alliance Investment Management Inc. | History | Added to | 201,271 | 116,170 | 69.45% | 67.17% | 188 | +8,598 | 4.46% | Q1 2026 | Apr 23, 2026 |
| LONESTAR CAPITAL MANAGEMENT LLC | History | Reduced | 2,000 | 115,436 | 17.21% | 24.6% | 189 | -500 | -20.0% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 196,414 | 113,366 | 0.9% | 0.9% | 190 | +73,590 | 59.92% | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 196,375 | 113,343 | 1.46% | 1.53% | 191 | +1,777 | 0.91% | Q1 2026 | Apr 21, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 191,694 | 110,641 | 3.03% | 3.04% | 192 | -1,046 | -0.54% | Q1 2026 | Apr 27, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 189,766 | 109,529 | 2.22% | 1.95% | 193 | +11,140 | 6.24% | Q1 2026 | May 14, 2026 |
| Focused Wealth Management, Inc | History | Added to | 187,355 | 108,137 | 11.21% | 11.56% | 194 | +7,293 | 4.05% | Q1 2026 | Apr 20, 2026 |
| Div Capital Phoenix Assets Ltd | History | Added to | 186,688 | 107,752 | 24.8% | 17.52% | 195 | +74,000 | 65.67% | Q1 2026 | Apr 21, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 184,658 | 106,580 | 2.39% | 2.64% | 196 | -8,164 | -4.23% | Q1 2026 | May 15, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 183,946 | 106,169 | 3.93% | 3.88% | 197 | +352 | 0.19% | Q1 2026 | May 07, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 182,913 | 105,573 | 0.64% | 0.69% | 198 | -1,165 | -0.63% | Q1 2026 | May 05, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 180,262 | 104,043 | 0.23% | 0.25% | 199 | -4,494 | -2.43% | Q1 2026 | May 05, 2026 |
| Forest Avenue Capital Management LP | History | New | 180,000 | 103,892 | 6.16% | — | 200 | +180,000 | New | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 179,861 | 103,812 | 1.28% | 1.32% | 201 | +6,209 | 3.58% | Q1 2026 | Apr 20, 2026 |
| Constellation Investments, Inc. | History | No change | 179,026 | 103,330 | 3.43% | 3.39% | 202 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 178,441 | 102,992 | 1.87% | 1.97% | 203 | -426 | -0.24% | Q1 2026 | Apr 10, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 176,153 | 101,671 | 4.39% | 4.45% | 204 | +2,060 | 1.18% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 165,274 | 101,529 | 0.17% | 0.17% | 205 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 175,087 | 101,056 | 3.41% | 1.85% | 206 | -5,951 | -3.29% | Q1 2026 | Apr 23, 2026 |
| Cresset Asset Management, LLC | History | Added to | 176,534 | 99,951 | 0.43% | 0.44% | 207 | +5,760 | 3.37% | Q1 2026 | May 15, 2026 |
| Parker Investment Management, LLC | History | Reduced | 171,083 | 98,745 | 14.98% | 15.07% | 208 | -2,116 | -1.22% | Q1 2026 | May 13, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 170,245 | 98,262 | 0.28% | 0.5% | 209 | -83,517 | -32.91% | Q1 2026 | May 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 167,058 | 96,422 | 3.39% | 3.51% | 210 | +4,600 | 2.83% | Q1 2026 | May 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 164,068 | 94,696 | 0.34% | 0.38% | 211 | +3,107 | 1.93% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 162,844 | 93,990 | 1.25% | 1.38% | 212 | +3,713 | 2.33% | Q1 2026 | May 15, 2026 |
| Trilogy Capital Inc. | History | Reduced | 161,145 | 93,009 | 4.1% | 4.84% | 213 | -15,169 | -8.6% | Q1 2026 | Apr 21, 2026 |
| FIL Ltd | History | Reduced | 160,856 | 92,842 | 0.07% | 0.13% | 214 | -123,487 | -43.43% | Q1 2026 | May 15, 2026 |
| Arosa Capital Management LP | History | Added to | 160,000 | 92,348 | 13.98% | 8.49% | 215 | +50,000 | 45.45% | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 159,390 | 91,996 | 3.3% | 3.55% | 216 | -6,586 | -3.97% | Q1 2026 | Apr 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 156,104 | 91,212 | 0.86% | 1.01% | 217 | +3,159 | 2.07% | Q1 2026 | Apr 07, 2026 |
| Rising Stella Capital Pte. Ltd | History | Added to | 157,904 | 91,139 | 42.67% | 45.41% | 218 | +1,008 | 0.64% | Q1 2026 | Apr 27, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 157,516 | 90,915 | 1.31% | 1.4% | 219 | -2,449 | -1.53% | Q1 2026 | May 13, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 148,419 | 90,564 | 6.64% | 7.23% | 220 | -8,581 | -5.47% | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | New | 155,158 | 89,554 | 0.36% | — | 221 | +155,158 | New | Q1 2026 | May 14, 2026 |
| CSM Advisors, LLC | History | Reduced | 153,111 | 88,373 | 2.17% | 3.21% | 222 | -39,467 | -20.49% | Q1 2026 | May 15, 2026 |
| Clearstead Trust, LLC | History | Added to | 151,861 | 87,651 | 14.29% | 13.99% | 223 | +7,223 | 4.99% | Q1 2026 | May 06, 2026 |
| BANQUE PICTET & CIE SA | History | Added to | 151,065 | 86,805 | 0.61% | 0.51% | 224 | +7,808 | 5.45% | Q1 2026 | Apr 14, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 150,149 | 86,663 | 7.6% | 7.85% | 225 | +3,718 | 2.54% | Q1 2026 | May 12, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 150,052 | 86,607 | 3.45% | 3.56% | 226 | -681 | -0.45% | Q1 2026 | May 01, 2026 |
| Sofinnova Investments, Inc. | History | New | 150,000 | 86,577 | 3.29% | — | 228 | +150,000 | New | Q1 2026 | May 15, 2026 |
| TAIYO LIFE INSURANCE CO | History | Reduced | 150,000 | 86,577 | 9.55% | 9.68% | 227 | -34,000 | -18.48% | Q1 2026 | May 07, 2026 |
| Atria Investments, Inc | History | Reduced | 149,884 | 86,509 | 0.97% | 1.06% | 229 | -1,763 | -1.16% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 149,629 | 86,363 | 0.16% | 0.05% | 230 | +125,904 | 530.68% | Q1 2026 | May 01, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 149,451 | 86,260 | 0.94% | 1.33% | 231 | -40,304 | -21.24% | Q1 2026 | Apr 20, 2026 |
| Independent Advisor Alliance | History | Added to | 149,170 | 86,097 | 0.92% | 0.11% | 232 | +141,665 | 1887.61% | Q1 2026 | May 12, 2026 |
| Gotham Asset Management, LLC | History | Added to | 148,103 | 85,482 | 0.26% | 0.23% | 233 | +44,476 | 42.92% | Q1 2026 | May 15, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 147,254 | 84,992 | 5.57% | 5.76% | 234 | -761 | -0.51% | Q1 2026 | Apr 29, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 146,600 | 84,614 | 2.58% | 3.47% | 235 | -26,911 | -15.51% | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 137,523 | 84,481 | 0.34% | 0.34% | 236 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Luxor Capital Group, LP | History | Reduced | 145,000 | 83,691 | 5.84% | 14.11% | 237 | -155,000 | -51.67% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Added to | 144,664 | 83,497 | 3.05% | 3.03% | 238 | +7,989 | 5.85% | Q1 2026 | Apr 28, 2026 |
| Yarbrough Capital, LLC | History | No change | 144,498 | 83,401 | 2.92% | 2.76% | 239 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 144,306 | 83,290 | 0.14% | 0.12% | 240 | +2,436 | 1.72% | Q1 2026 | May 15, 2026 |
| Investidor Profissional Gestao de Recursos Ltda. | History | Added to | 144,300 | 83,287 | 27.23% | 16.21% | 241 | +100,300 | 227.95% | Q1 2026 | May 11, 2026 |
| Pine Ridge Advisers LLC | History | Added to | 142,803 | 82,423 | 5.07% | 5.23% | 242 | +87 | 0.06% | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 141,968 | 81,941 | 2.69% | 2.43% | 243 | +21,042 | 17.4% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 140,627 | 81,167 | 0.4% | 0.41% | 244 | +10,843 | 8.35% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Reduced | 140,004 | 80,807 | 0.28% | 0.28% | 245 | -3,301 | -2.3% | Q1 2026 | May 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 139,784 | 80,755 | 1.3% | 1.55% | 246 | -14,114 | -9.17% | Q1 2026 | Apr 14, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 139,402 | 80,460 | 8.09% | 8.54% | 247 | +15 | 0.01% | Q1 2026 | May 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 138,540 | 79,962 | 0.3% | — | 248 | +138,540 | New | Q1 2026 | Apr 30, 2026 |
| LM Advisors LLC | History | Added to | 46,096 | 79,870 | 1.26% | 1.3% | 249 | +1,677 | 3.78% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | New | 135,725 | 78,337 | 0.95% | — | 250 | +135,725 | New | Q1 2026 | Apr 23, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | New | 135,377 | 78,136 | 2.83% | — | 251 | +135,377 | New | Q1 2026 | May 14, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | Reduced | 135,000 | 77,919 | 1.64% | 7.72% | 252 | -417,000 | -75.54% | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | Added to | 133,798 | 77,225 | 1.18% | 1.22% | 253 | +4,293 | 3.31% | Q1 2026 | May 08, 2026 |
| Anchor Capital Management Group Inc | History | Reduced | 132,500 | 76,476 | 53.19% | 61.7% | 254 | -46,000 | -25.77% | Q1 2026 | May 18, 2026 |
| SYMMETRY PEAK MANAGEMENT LLC | History | Added to | 132,500 | 76,476 | 21.33% | 14.18% | 255 | +45,400 | 52.12% | Q1 2026 | May 15, 2026 |
| Massar Capital Management, LP | History | Added to | 132,385 | 76,409 | 8.18% | 5.19% | 256 | +53,621 | 68.08% | Q1 2026 | May 15, 2026 |
| LMR Partners LLP | History | Reduced | 132,001 | 76,188 | 0.17% | 0.3% | 257 | -123,608 | -48.36% | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Added to | 131,719 | 76,025 | 3.48% | 3.63% | 258 | +1,076 | 0.82% | Q1 2026 | Apr 30, 2026 |
| Western Wealth Management, LLC | History | Added to | 131,472 | 75,882 | 2.77% | 3.68% | 259 | +1,534 | 1.18% | Q1 2026 | May 19, 2026 |
| &PARTNERS | History | Reduced | 131,171 | 75,800 | 0.37% | 0.43% | 260 | -2,891 | -2.16% | Q1 2026 | May 15, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 130,463 | 75,301 | 2.51% | 2.99% | 261 | -17,974 | -12.11% | Q1 2026 | May 14, 2026 |
| Silicon Valley Capital Partners | History | Reduced | 129,646 | 74,829 | 7.33% | 7.3% | 262 | -946 | -0.72% | Q1 2026 | May 19, 2026 |
| Arax Advisory Partners | History | Added to | 129,319 | 74,710 | 2.11% | 1.82% | 263 | +27,444 | 26.94% | Q1 2026 | May 13, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 129,357 | 74,662 | 6.1% | 6.75% | 264 | -279 | -0.22% | Q1 2026 | Apr 13, 2026 |
| Consolidated Portfolio Review Corp | History | Added to | 129,146 | 74,540 | 6.8% | 6.85% | 265 | +87 | 0.07% | Q1 2026 | Apr 27, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 128,176 | 73,981 | 0.01% | 0.0% | 266 | +125,239 | 4264.18% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 126,602 | 73,975 | 1.27% | 2.12% | 267 | -62,738 | -33.14% | Q1 2026 | May 14, 2026 |
| American Financial Advisors, LLC | History | Reduced | 127,911 | 73,827 | 9.85% | 10.28% | 268 | -1,745 | -1.35% | Q1 2026 | May 13, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 126,020 | 72,736 | 3.24% | 3.46% | 269 | +714 | 0.57% | Q1 2026 | May 05, 2026 |
| DCF Advisers, LLC | History | Added to | 126,000 | 72,724 | 19.39% | 0.33% | 270 | +124,000 | 6200.0% | Q1 2026 | May 11, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 125,984 | 72,715 | 1.69% | 2.11% | 271 | -15,136 | -10.73% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 125,640 | 72,517 | 0.57% | 0.65% | 272 | -8,017 | -6.0% | Q1 2026 | May 01, 2026 |
| Intellus Advisors LLC | History | Added to | 125,077 | 72,192 | 9.86% | 10.18% | 273 | +210 | 0.17% | Q1 2026 | May 07, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 124,414 | 71,809 | 2.42% | 2.58% | 274 | +4,166 | 3.46% | Q1 2026 | May 14, 2026 |
| AXS Investments LLC | History | Added to | 124,179 | 71,673 | 28.94% | 26.07% | 275 | +953 | 0.77% | Q1 2026 | May 06, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 107,992 | 71,378 | 1.27% | 0.5% | 276 | +90,760 | 526.69% | Q1 2026 | May 01, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 123,384 | 71,214 | 0.58% | 0.6% | 277 | +4,169 | 3.5% | Q1 2026 | May 01, 2026 |
| Arkadios Wealth Advisors | History | Added to | 123,372 | 71,207 | 1.16% | 1.41% | 278 | +5,114 | 4.32% | Q1 2026 | May 18, 2026 |
| Summit Financial, LLC | History | Added to | 122,925 | 70,950 | 0.9% | 1.0% | 279 | +12,507 | 11.33% | Q1 2026 | May 15, 2026 |
| Helix Partners Management LP | History | New | 122,500 | 70,704 | 18.92% | — | 280 | +122,500 | New | Q1 2026 | May 14, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 122,186 | 70,523 | 0.39% | 0.03% | 281 | +114,466 | 1482.72% | Q1 2026 | May 15, 2026 |
| Juniper Hill Capital Management LP | History | No change | 113,987 | 70,023 | 16.72% | 16.72% | 282 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 120,891 | 69,776 | 2.03% | 2.17% | 283 | -435 | -0.36% | Q1 2026 | Apr 21, 2026 |
| Sowell Financial Services LLC | History | Added to | 120,693 | 69,661 | 2.58% | 2.67% | 284 | +2,219 | 1.87% | Q1 2026 | Apr 20, 2026 |
| King Wealth Management Group | History | Reduced | 120,210 | 69,383 | 8.68% | 8.91% | 285 | -69 | -0.06% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 119,934 | 69,223 | 1.61% | 2.02% | 286 | -15,627 | -11.53% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 119,312 | 68,864 | 0.02% | 0.15% | 287 | +31,330 | 35.61% | Q1 2026 | May 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 119,311 | 68,864 | 0.85% | 1.18% | 288 | -27,823 | -18.91% | Q1 2026 | May 11, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 118,791 | 68,563 | 20.11% | 21.32% | 289 | +3,761 | 3.27% | Q1 2026 | Apr 16, 2026 |
| GenTrust, LLC | History | Added to | 115,900 | 66,894 | 2.86% | 2.83% | 290 | +8,922 | 8.34% | Q1 2026 | Apr 27, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 108,592 | 66,709 | 0.02% | 0.02% | 291 | +8,091 | 8.05% | Q1 2026 | May 15, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 114,592 | 66,140 | 8.17% | 5.62% | 292 | +43,317 | 60.77% | Q1 2026 | Apr 23, 2026 |
| SWF LLC | History | Added to | 114,000 | 65,798 | 5.74% | 6.52% | 293 | +9,000 | 8.57% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 113,784 | 65,674 | 4.25% | 4.49% | 294 | +2,046 | 1.83% | Q1 2026 | Apr 15, 2026 |
| Presidio Capital Management, LLC | History | Added to | 111,866 | 64,566 | 18.75% | 20.0% | 295 | +3,516 | 3.25% | Q1 2026 | Apr 08, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 111,868 | 64,516 | 1.74% | 2.04% | 296 | -13,987 | -11.11% | Q1 2026 | Apr 28, 2026 |
| Waverly Advisors, LLC | History | Added to | 111,706 | 64,474 | 0.48% | 0.54% | 297 | +2,907 | 2.67% | Q1 2026 | May 15, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 111,312 | 64,246 | 10.16% | 10.69% | 298 | -7,219 | -6.09% | Q1 2026 | May 05, 2026 |
| Activest Wealth Management | History | Added to | 110,219 | 63,616 | 11.18% | 12.36% | 299 | +2,541 | 2.36% | Q1 2026 | Apr 15, 2026 |
| MYDA Advisors LLC | History | Reduced | 110,000 | 63,489 | 10.44% | 15.21% | 300 | -20,000 | -15.38% | Q1 2026 | May 14, 2026 |
| 180 GPS Investments IC Ltd | History | No change | 113,673 | 63,442 | 50.15% | 50.15% | 301 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 109,102 | 62,971 | 0.86% | 0.92% | 302 | +4,705 | 4.51% | Q1 2026 | May 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 108,943 | 62,879 | 0.88% | 0.98% | 303 | -10,089 | -8.48% | Q1 2026 | May 01, 2026 |
| HighPoint Advisor Group LLC | History | New | 108,810 | 62,802 | 2.63% | — | 304 | +108,810 | New | Q1 2026 | May 14, 2026 |
| Golden Reserve Retirement LLC | History | Reduced | 108,160 | 62,427 | 12.88% | 12.88% | 305 | -5,360 | -4.72% | Q1 2026 | Apr 20, 2026 |
| Ionic Capital Management LLC | History | Added to | 108,000 | 62,335 | 4.56% | 7.82% | 306 | +8,000 | 8.0% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 107,814 | 62,228 | 0.35% | 0.4% | 307 | -10,045 | -8.52% | Q1 2026 | Apr 30, 2026 |
| SUN LIFE FINANCIAL INC | History | Reduced | 107,443 | 62,014 | 3.52% | 3.87% | 308 | -12,537 | -10.45% | Q1 2026 | May 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 106,688 | 61,578 | 1.12% | 1.14% | 309 | +4,445 | 4.35% | Q1 2026 | May 07, 2026 |
| Serenus Wealth Advisors, LLC | History | Added to | 114,412 | 61,075 | 12.18% | 11.93% | 310 | +5,503 | 5.05% | Q1 2026 | Apr 27, 2026 |
| Sigma Planning Corp | History | Reduced | 105,629 | 60,966 | 1.69% | 2.08% | 311 | -16,671 | -13.63% | Q1 2026 | May 04, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 105,120 | 60,673 | 0.07% | 0.08% | 312 | -1,041 | -0.98% | Q1 2026 | May 13, 2026 |
| Falcon Wealth Planning | History | Added to | 104,439 | 60,280 | 4.11% | 5.18% | 313 | +4,244 | 4.24% | Q1 2026 | Apr 20, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 104,237 | 60,163 | 0.03% | 0.03% | 314 | -2,539 | -2.38% | Q1 2026 | May 04, 2026 |
| COMMERCE BANK | History | Added to | 103,986 | 60,018 | 0.29% | 0.18% | 315 | +50,061 | 92.83% | Q1 2026 | May 11, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 102,210 | 58,993 | 0.24% | 0.29% | 316 | -15,676 | -13.3% | Q1 2026 | May 13, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 101,860 | 58,791 | 3.31% | 7.17% | 317 | -116,397 | -53.33% | Q1 2026 | May 08, 2026 |
| Northwest & Ethical Investments L.P. | History | No change | 101,500 | 58,594 | 1.36% | 1.4% | 318 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Embree Financial Group | History | Reduced | 101,253 | 58,441 | 6.88% | 8.15% | 319 | -6,995 | -6.46% | Q1 2026 | Apr 23, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 100,738 | 58,143 | 1.31% | 1.42% | 320 | +685 | 0.68% | Q1 2026 | May 12, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 100,625 | 58,078 | 8.18% | 9.51% | 321 | -6,603 | -6.16% | Q1 2026 | Apr 20, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 100,542 | 58,030 | 0.01% | 0.01% | 322 | -1,300 | -1.28% | Q1 2026 | May 05, 2026 |
| BW Gestao de Investimentos Ltda. | History | Reduced | 100,000 | 57,718 | 1.92% | 6.24% | 323 | -350,000 | -77.78% | Q1 2026 | Apr 28, 2026 |
| SCOPUS ASSET MANAGEMENT, L.P. | History | New | 100,000 | 57,718 | 1.0% | — | 324 | +100,000 | New | Q1 2026 | May 15, 2026 |
| Deer Park Road Corp | History | New | 100,000 | 57,718 | 9.76% | — | 325 | +100,000 | New | Q1 2026 | May 15, 2026 |
| Ikarian Capital, LLC | History | New | 100,000 | 57,718 | 4.69% | — | 326 | +100,000 | New | Q1 2026 | May 15, 2026 |
| Fusion Family Wealth, LLC | History | Reduced | 99,315 | 57,322 | 4.28% | 4.64% | 327 | -264 | -0.27% | Q1 2026 | May 05, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 99,109 | 57,203 | 3.21% | 3.47% | 328 | -37 | -0.04% | Q1 2026 | Apr 24, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 98,877 | 57,069 | 10.07% | 10.74% | 329 | -13,914 | -12.34% | Q1 2026 | May 11, 2026 |
| Dakota Wealth Management | History | Added to | 98,402 | 56,795 | 1.23% | 1.03% | 330 | +4,183 | 4.44% | Q1 2026 | May 07, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 98,228 | 56,695 | 1.31% | 1.38% | 331 | +1,180 | 1.22% | Q1 2026 | Apr 29, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 99,001 | 56,236 | 0.39% | 0.34% | 332 | +20,356 | 25.88% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 97,210 | 56,107 | 0.36% | 0.38% | 333 | +342 | 0.35% | Q1 2026 | Apr 27, 2026 |
| Alphadyne Asset Management LP | History | Reduced | 96,800 | 55,871 | 0.97% | 12.14% | 334 | -748,628 | -88.55% | Q1 2026 | May 15, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 96,666 | 55,793 | 7.83% | 11.41% | 335 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 96,607 | 55,759 | 0.91% | 0.98% | 336 | +4,800 | 5.23% | Q1 2026 | Apr 22, 2026 |
| Berkshire Money Management, Inc. | History | Reduced | 96,501 | 55,698 | 5.7% | 7.71% | 337 | -35,115 | -26.68% | Q1 2026 | Apr 21, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 96,493 | 55,694 | 6.47% | 6.65% | 338 | +2,473 | 2.63% | Q1 2026 | May 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 96,458 | 55,673 | 1.08% | 1.17% | 339 | -161 | -0.17% | Q1 2026 | Apr 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 96,254 | 55,556 | 1.89% | 2.28% | 340 | -10,267 | -9.64% | Q1 2026 | Apr 07, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Added to | 95,698 | 55,234 | 9.28% | 7.53% | 341 | +24,154 | 33.76% | Q1 2026 | Apr 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 94,747 | 54,686 | 1.13% | 1.33% | 342 | -1,742 | -1.81% | Q1 2026 | Apr 13, 2026 |
| AdvisorShares Investments LLC | History | Added to | 94,181 | 54,359 | 9.91% | 9.57% | 343 | +806 | 0.86% | Q1 2026 | Apr 28, 2026 |
| Smithfield Trust Co | History | Added to | 94,028 | 54,347 | 2.37% | 2.44% | 344 | +4,109 | 4.57% | Q1 2026 | May 08, 2026 |
| Fortune 45 LLC | History | Added to | 93,583 | 54,014 | 26.3% | 25.77% | 345 | +5,693 | 6.48% | Q1 2026 | Apr 28, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 92,546 | 53,433 | 6.59% | 6.68% | 346 | -1,423 | -1.51% | Q1 2026 | May 05, 2026 |
| World Investment Advisors | History | Reduced | 92,381 | 53,320 | 0.86% | 1.27% | 347 | -34,582 | -27.24% | Q1 2026 | Apr 27, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Added to | 91,810 | 52,990 | 7.68% | 7.94% | 348 | +108 | 0.12% | Q1 2026 | May 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 91,796 | 52,982 | 0.96% | 0.81% | 349 | +23,437 | 34.29% | Q1 2026 | May 11, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 89,536 | 52,499 | 0.16% | 0.29% | 350 | +12,317 | 15.95% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 89,858 | 51,955 | 0.07% | 0.22% | 351 | -21,347,059 | -99.58% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 89,920 | 51,900 | 1.97% | 2.4% | 352 | -17,111 | -15.99% | Q1 2026 | May 11, 2026 |
| Jacobi Capital Management LLC | History | Added to | 88,767 | 51,234 | 2.86% | 3.07% | 353 | +2,491 | 2.89% | Q1 2026 | May 13, 2026 |
| AMG National Trust Bank | History | Added to | 88,496 | 51,078 | 1.11% | 1.24% | 354 | +2,841 | 3.32% | Q1 2026 | May 04, 2026 |
| CJM Wealth Advisers, Ltd. | History | Added to | 88,301 | 50,965 | 15.52% | 16.01% | 355 | +1,192 | 1.37% | Q1 2026 | Apr 13, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | Reduced | 88,147 | 50,876 | 10.06% | 10.97% | 356 | -2,734 | -3.01% | Q1 2026 | May 06, 2026 |
| Moment Partners, LLC | History | Reduced | 87,855 | 50,707 | 9.05% | 11.12% | 357 | -142 | -0.16% | Q1 2026 | May 04, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 87,369 | 50,427 | 0.09% | 0.14% | 358 | -38,548 | -30.61% | Q1 2026 | May 13, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | Reduced | 87,037 | 50,236 | 7.6% | 7.6% | 359 | -31 | -0.04% | Q1 2026 | Apr 10, 2026 |
| Pacific Center for Financial Services | History | Reduced | 86,913 | 50,164 | 12.72% | 14.47% | 360 | -7,622 | -8.06% | Q1 2026 | May 12, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 86,697 | 50,039 | 2.71% | 2.82% | 361 | +3,147 | 3.77% | Q1 2026 | May 06, 2026 |
| Copos Capital S.a r.l. | History | No change | 81,366 | 49,983 | 34.91% | 34.91% | 362 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 86,593 | 49,979 | 0.2% | 0.21% | 363 | -39 | -0.05% | Q1 2026 | May 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 86,257 | 49,786 | 0.55% | 0.07% | 364 | +77,839 | 924.67% | Q1 2026 | May 15, 2026 |
| Vision Retirement, LLC | History | Added to | 86,038 | 49,659 | 14.13% | 14.1% | 365 | +388 | 0.45% | Q1 2026 | May 07, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 85,383 | 49,281 | 1.24% | 1.03% | 366 | +21,100 | 32.82% | Q1 2026 | Apr 07, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 83,624 | 48,265 | 2.29% | 2.22% | 367 | +8,945 | 11.98% | Q1 2026 | Apr 28, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 83,410 | 48,142 | 2.98% | 3.26% | 368 | -3,715 | -4.26% | Q1 2026 | Apr 22, 2026 |
| PSI Advisors, LLC | History | Reduced | 83,261 | 48,056 | 11.51% | 12.63% | 369 | -6,427 | -7.17% | Q1 2026 | May 14, 2026 |
| RIA Advisory Group LLC | History | Added to | 82,381 | 47,548 | 11.3% | 11.03% | 370 | +7,721 | 10.34% | Q1 2026 | Apr 23, 2026 |
| Trifecta Capital Advisors, LLC | History | Reduced | 82,192 | 47,439 | 7.34% | 7.49% | 371 | -256 | -0.31% | Q1 2026 | May 01, 2026 |
| Covenant Asset Management, LLC | History | Reduced | 81,766 | 47,193 | 7.11% | 7.93% | 372 | -27,275 | -25.01% | Q1 2026 | Apr 14, 2026 |
| Evensky & Katz LLC | History | Reduced | 81,665 | 47,135 | 2.68% | 2.9% | 373 | -2,040 | -2.44% | Q1 2026 | Apr 22, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 81,425 | 46,996 | 20.99% | 14.36% | 374 | +2,259 | 2.85% | Q1 2026 | Apr 09, 2026 |
| Socha Financial Group, LLC | History | Added to | 80,508 | 46,467 | 23.57% | 23.94% | 375 | +651 | 0.82% | Q1 2026 | Apr 30, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 80,390 | 46,399 | 2.52% | 2.65% | 376 | -1,486 | -1.81% | Q1 2026 | May 12, 2026 |
| Round Rock Advisors LLC | History | Reduced | 80,064 | 46,211 | 7.07% | 7.49% | 377 | -1,038 | -1.28% | Q1 2026 | May 15, 2026 |
| Oxler Private Wealth LLC | History | Reduced | 79,310 | 45,775 | 14.33% | 14.14% | 378 | -194 | -0.24% | Q1 2026 | Apr 28, 2026 |
| Goldstream Capital Management Ltd | History | Added to | 79,200 | 45,712 | 37.96% | 14.14% | 379 | +15,148 | 23.65% | Q1 2026 | May 15, 2026 |
| BlueCrest Capital Management Ltd | History | New | 79,000 | 45,597 | 2.69% | — | 380 | +79,000 | New | Q1 2026 | May 15, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 78,489 | 45,302 | 4.98% | 5.38% | 381 | -4,240 | -5.13% | Q1 2026 | Apr 28, 2026 |
| FORM Wealth Advisors, LLC | History | Added to | 78,147 | 45,104 | 5.28% | 5.5% | 382 | +1,649 | 2.16% | Q1 2026 | Apr 10, 2026 |
| Mutual Advisors, LLC | History | Added to | 78,030 | 45,037 | 0.97% | 0.9% | 383 | +9,392 | 13.68% | Q1 2026 | May 01, 2026 |
| Aragon Global Management, LP | History | No change | 77,995 | 45,017 | 31.41% | 14.54% | 384 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Main Management LLC | History | Reduced | 77,497 | 44,730 | 3.26% | 5.2% | 385 | -40,157 | -34.13% | Q1 2026 | May 14, 2026 |
| TCP Asset Management, LLC | History | Added to | 76,987 | 44,435 | 5.71% | 5.9% | 386 | +19,963 | 35.01% | Q1 2026 | Apr 10, 2026 |
| Client First Capital LLC | History | Added to | 76,863 | 44,363 | 19.24% | 19.74% | 387 | +644 | 0.84% | Q1 2026 | Apr 24, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 76,583 | 44,202 | 0.22% | 0.11% | 388 | +43,022 | 128.19% | Q1 2026 | May 13, 2026 |
| Tanglewood Wealth Management, Inc. | History | Added to | 76,477 | 44,141 | 3.66% | 4.06% | 389 | +4,410 | 6.12% | Q1 2026 | Apr 20, 2026 |
| McMillan Office, Inc. | History | Reduced | 76,450 | 44,125 | 5.65% | 5.65% | 390 | -31 | -0.04% | Q1 2026 | Apr 23, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 75,837 | 43,771 | 2.57% | 2.76% | 391 | -1,593 | -2.06% | Q1 2026 | Apr 20, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 75,513 | 43,576 | 0.3% | 0.37% | 392 | +6,566 | 9.52% | Q1 2026 | May 05, 2026 |
| Richmond Brothers, Inc. | History | Reduced | 75,408 | 43,520 | 28.98% | 29.77% | 393 | -762 | -1.0% | Q1 2026 | May 11, 2026 |
| CIBC Asset Management Inc | History | Reduced | 75,183 | 43,394 | 0.11% | 0.13% | 394 | -11,156 | -12.92% | Q1 2026 | May 12, 2026 |
| Cooper Financial Group | History | Added to | 74,968 | 43,270 | 4.37% | 4.71% | 395 | +2,885 | 4.0% | Q1 2026 | Apr 07, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 74,676 | 43,101 | 1.67% | 2.26% | 396 | -23,966 | -24.3% | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 74,574 | 43,073 | 0.33% | 0.35% | 397 | -269 | -0.36% | Q1 2026 | May 14, 2026 |
| Kozak & Associates, Inc. | History | Reduced | 69,535 | 42,930 | 8.37% | 8.42% | 398 | -23 | -0.03% | Q1 2026 | Apr 14, 2026 |
| AE Wealth Management LLC | History | Reduced | 73,972 | 42,695 | 0.23% | 0.27% | 399 | -3,905 | -5.01% | Q1 2026 | May 13, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 73,275 | 42,293 | 2.52% | 2.61% | 400 | +500 | 0.69% | Q1 2026 | May 13, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 72,964 | 42,113 | 3.11% | 3.4% | 401 | -1,703 | -2.28% | Q1 2026 | Apr 22, 2026 |
| Halter Ferguson Financial Inc. | History | Reduced | 72,786 | 42,010 | 9.22% | 10.16% | 402 | -2,454 | -3.26% | Q1 2026 | Apr 28, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 72,338 | 41,751 | 0.87% | 0.92% | 403 | +1,898 | 2.69% | Q1 2026 | Apr 27, 2026 |
| Avestar Capital, LLC | History | Added to | 71,898 | 41,498 | 2.67% | 1.93% | 404 | +23,343 | 48.08% | Q1 2026 | May 13, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Reduced | 71,729 | 41,400 | 17.37% | 17.83% | 405 | -2,421 | -3.27% | Q1 2026 | Apr 29, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 71,662 | 41,361 | 0.27% | 0.26% | 406 | +4,612 | 6.88% | Q1 2026 | May 05, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 67,249 | 41,311 | 12.03% | 12.03% | 407 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 71,039 | 41,002 | 11.33% | 12.02% | 408 | -5,459 | -7.14% | Q1 2026 | May 14, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 67,444 | 40,877 | 5.7% | 5.86% | 409 | +1,332 | 2.01% | Q1 2026 | Apr 13, 2026 |
| Polar Asset Management Partners Inc. | History | Reduced | 70,000 | 40,402 | 0.81% | 2.79% | 410 | -287,900 | -80.44% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Added to | 69,419 | 40,066 | 1.95% | 2.06% | 411 | +222 | 0.32% | Q1 2026 | May 05, 2026 |
| Richmond Investment Services, LLC | History | Added to | 69,268 | 39,987 | 6.46% | 7.14% | 412 | +2,061 | 3.07% | Q1 2026 | Apr 29, 2026 |
| One Capital Management, LLC | History | Added to | 69,274 | 39,983 | 1.1% | 1.27% | 413 | +845 | 1.23% | Q1 2026 | May 12, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 69,328 | 39,784 | 4.31% | 4.45% | 414 | +3,934 | 6.02% | Q1 2026 | Apr 24, 2026 |
| Virtus Wealth Solutions LLC | History | Reduced | 68,870 | 39,750 | 7.57% | 10.39% | 415 | -20,203 | -22.68% | Q1 2026 | May 08, 2026 |
| BAILARD, INC. | History | Reduced | 68,691 | 39,647 | 0.91% | 3.0% | 416 | -152,231 | -68.91% | Q1 2026 | May 11, 2026 |
| AKUNA SECURITIES LLC | History | New | 68,329 | 39,438 | 0.09% | — | 417 | +68,329 | New | Q1 2026 | May 06, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 63,765 | 39,171 | 1.82% | 1.82% | 418 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 67,694 | 39,029 | 1.53% | 3.03% | 419 | -35,226 | -34.23% | Q1 2026 | May 04, 2026 |
| FF Advisors,LLC | History | Added to | 59,875 | 39,003 | 15.8% | 16.19% | 420 | +722 | 1.22% | Q1 2026 | Apr 27, 2026 |
| Peak Planning Group, LLC | History | Added to | 67,158 | 38,762 | 10.74% | 10.91% | 421 | +3,956 | 6.26% | Q1 2026 | Apr 22, 2026 |
| Aft, Forsyth & Sober, LLC | History | No change | 67,125 | 38,743 | 11.82% | 12.49% | 422 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bawa N Mallick Trust | History | Reduced | 66,668 | 38,479 | 15.76% | 15.44% | 423 | -1,009 | -1.49% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Reduced | 66,639 | 38,463 | 0.07% | 0.08% | 424 | -2,509 | -3.63% | Q1 2026 | May 14, 2026 |
| SANDERS MORRIS HARRIS LLC | History | Added to | 66,421 | 38,336 | 6.08% | 57.74% | 425 | +6,521 | 10.89% | Q1 2026 | Apr 09, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 65,744 | 37,945 | 2.59% | 2.74% | 426 | +998 | 1.54% | Q1 2026 | Apr 21, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Reduced | 65,631 | 37,880 | 1.49% | 1.55% | 427 | -1,721 | -2.56% | Q1 2026 | May 12, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 65,527 | 37,820 | 3.73% | 4.08% | 428 | -663 | -1.0% | Q1 2026 | Apr 27, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 65,335 | 37,710 | 8.25% | 9.58% | 429 | -7,638 | -10.47% | Q1 2026 | Apr 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 63,721 | 37,499 | 0.77% | 0.83% | 430 | -121 | -0.19% | Q1 2026 | Apr 28, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Reduced | 64,833 | 37,420 | 24.99% | 20.05% | 431 | -1,125 | -1.71% | Q1 2026 | May 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 64,706 | 37,350 | 0.6% | 0.37% | 432 | +35,147 | 118.9% | Q1 2026 | Apr 21, 2026 |
| IFG Advisors, LLC | History | Reduced | 64,660 | 37,320 | 6.11% | 6.62% | 433 | -40 | -0.06% | Q1 2026 | Apr 09, 2026 |
| Irenic Capital Management LP | History | New | 64,600 | 37,285 | 2.43% | — | 434 | +64,600 | New | Q1 2026 | May 18, 2026 |
| Gratus Wealth Advisors, LLC | History | Reduced | 64,114 | 37,005 | 5.35% | 5.81% | 435 | -4,141 | -6.07% | Q1 2026 | May 04, 2026 |
| Altus Wealth Management, LLC | History | Reduced | 63,964 | 36,918 | 16.41% | 17.05% | 436 | -425 | -0.66% | Q1 2026 | Apr 21, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 63,883 | 36,871 | 4.97% | 5.3% | 437 | -415 | -0.65% | Q1 2026 | May 15, 2026 |
| EMC Capital Management | History | No change | 59,149 | 36,840 | 16.36% | 16.36% | 438 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| QVT Financial LP | History | Added to | 63,495 | 36,648 | 2.68% | 2.26% | 439 | +20,685 | 48.32% | Q1 2026 | May 15, 2026 |
| BANK HAPOALIM BM | History | Reduced | 63,420 | 36,605 | 5.62% | 6.62% | 440 | -60,652 | -48.88% | Q1 2026 | May 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 62,394 | 36,457 | 2.53% | 2.55% | 441 | +1,676 | 2.76% | Q1 2026 | May 01, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 62,600 | 36,131 | 0.47% | 3.24% | 442 | -291,204 | -82.31% | Q1 2026 | May 15, 2026 |
| ING GROEP NV | History | No change | 62,369 | 35,998 | 0.22% | 0.23% | 443 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | Added to | 62,366 | 35,996 | 19.23% | 19.77% | 444 | +777 | 1.26% | Q1 2026 | May 15, 2026 |
| RFG HOLDINGS, INC. | History | Reduced | 62,053 | 35,816 | 9.02% | 12.92% | 445 | -21,847 | -26.04% | Q1 2026 | Apr 16, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 61,868 | 35,709 | 4.68% | 5.53% | 446 | +896 | 1.47% | Q1 2026 | Apr 28, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 61,706 | 35,615 | 1.12% | 1.31% | 447 | -4,785 | -7.2% | Q1 2026 | Apr 08, 2026 |
| Georgetown University | History | Added to | 61,696 | 35,609 | 16.12% | 15.07% | 448 | +79 | 0.13% | Q1 2026 | May 11, 2026 |
| Certified Advisory Corp | History | Added to | 61,687 | 35,604 | 3.19% | 3.4% | 449 | +1,030 | 1.7% | Q1 2026 | Apr 17, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | Reduced | 61,600 | 35,323 | 14.38% | 19.43% | 450 | -4,600 | -6.95% | Q1 2026 | May 12, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Reduced | 61,118 | 35,276 | 19.27% | 18.31% | 451 | -350 | -0.57% | Q1 2026 | Apr 20, 2026 |
| CARNEGIE MELLON UNIVERSITY | History | No change | 61,106 | 35,269 | 54.82% | 42.04% | 452 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 83,991 | 35,153 | 1.12% | 1.63% | 453 | -18,371 | -17.95% | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 60,777 | 35,079 | 2.69% | 3.44% | 454 | -13,142 | -17.78% | Q1 2026 | Apr 08, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 60,737 | 35,055 | 0.55% | 0.89% | 455 | -23,063 | -27.52% | Q1 2026 | May 04, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Added to | 59,908 | 34,577 | 4.27% | — | 456 | +59,907 | 5990700.0% | Q1 2026 | Apr 30, 2026 |
| Defiance ETFs, LLC | History | New | 59,830 | 34,532 | 0.49% | — | 457 | +59,830 | New | Q1 2026 | May 15, 2026 |
| Texas Yale Capital Corp. | History | Added to | 59,807 | 34,519 | 0.98% | 1.11% | 458 | +347 | 0.58% | Q1 2026 | May 04, 2026 |
| SIG BROKERAGE, LP | History | Added to | 59,800 | 34,515 | 0.91% | 0.09% | 459 | +55,211 | 1203.12% | Q1 2026 | May 15, 2026 |
| Harvest Investment Advisors, LLC | History | No change | 56,042 | 34,427 | 19.51% | 19.51% | 460 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NWAM LLC | History | Reduced | 59,489 | 34,336 | 1.98% | 2.26% | 461 | -5,711 | -8.76% | Q1 2026 | May 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 59,427 | 34,300 | 0.19% | 0.2% | 462 | +5,094 | 9.38% | Q1 2026 | May 15, 2026 |
| Circle Wealth Management, LLC | History | Added to | 59,281 | 34,215 | 0.49% | 0.55% | 463 | +1,190 | 2.05% | Q1 2026 | May 11, 2026 |
| NRI Wealth Management LC | History | No change | 55,622 | 34,169 | 17.43% | 17.43% | 464 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Redwood Investment Management, LLC | History | Added to | 59,179 | 34,157 | 4.24% | 3.68% | 465 | +5,828 | 10.92% | Q1 2026 | May 14, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 59,124 | 34,125 | 1.13% | 1.16% | 466 | +399 | 0.68% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 58,980 | 34,041 | 0.79% | 1.04% | 467 | -10,000 | -14.5% | Q1 2026 | May 04, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 58,863 | 33,974 | 1.42% | 1.54% | 468 | +1,019 | 1.76% | Q1 2026 | Apr 30, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 58,770 | 33,932 | 0.34% | 0.38% | 469 | +2,415 | 4.29% | Q1 2026 | May 12, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Added to | 58,570 | 33,805 | 6.88% | 5.76% | 470 | +9,553 | 19.49% | Q1 2026 | Apr 16, 2026 |
| Valence8 US LP | History | Reduced | 58,448 | 33,735 | 11.79% | 12.52% | 471 | -10,340 | -15.03% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 58,285 | 33,641 | 0.05% | 0.05% | 472 | +4,373 | 8.11% | Q1 2026 | May 06, 2026 |
| Savant Capital, LLC | History | Added to | 58,258 | 33,625 | 0.16% | 0.2% | 473 | +1,165 | 2.04% | Q1 2026 | May 04, 2026 |
| Neuberger Berman Group LLC | History | Added to | 57,414 | 33,371 | 0.03% | 0.02% | 474 | +2,947 | 5.41% | Q1 2026 | May 14, 2026 |
| Roundview Capital LLC | History | Added to | 57,819 | 33,371 | 2.08% | 2.16% | 475 | +675 | 1.18% | Q1 2026 | May 08, 2026 |
| CHOREO, LLC | History | Added to | 57,460 | 33,164 | 0.41% | 0.42% | 476 | +4,302 | 8.09% | Q1 2026 | May 12, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 57,268 | 33,053 | 0.55% | 0.06% | 477 | +51,318 | 862.49% | Q1 2026 | Apr 21, 2026 |
| Northern Capital Management, Inc. | History | Added to | 57,252 | 33,044 | 16.57% | 18.54% | 478 | +126 | 0.22% | Q1 2026 | May 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 57,163 | 32,993 | 0.88% | 0.86% | 479 | +2,706 | 4.97% | Q1 2026 | May 14, 2026 |
| Royal Fund Management, LLC | History | Added to | 56,848 | 32,883 | 3.12% | 3.13% | 480 | +863 | 1.54% | Q1 2026 | May 19, 2026 |
| TCM Advisors, LLC | History | Added to | 56,644 | 32,693 | 2.41% | 2.6% | 481 | +1,099 | 1.98% | Q1 2026 | May 14, 2026 |
| QVR LLC | History | New | 56,600 | 32,668 | 1.31% | — | 482 | +56,600 | New | Q1 2026 | Apr 15, 2026 |
| Jain Global LLC | History | Reduced | 56,477 | 32,597 | 0.13% | 0.23% | 483 | -21,023 | -27.13% | Q1 2026 | May 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 56,430 | 32,570 | 4.68% | 5.36% | 484 | -2,941 | -4.95% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 56,269 | 32,477 | 0.32% | 0.33% | 485 | +1,845 | 3.39% | Q1 2026 | May 08, 2026 |
| iA Global Asset Management Inc. | History | Reduced | 56,006 | 32,326 | 0.46% | 0.65% | 486 | -27,429 | -32.87% | Q1 2026 | Apr 23, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 55,406 | 31,979 | 0.24% | 0.23% | 487 | +5,324 | 10.63% | Q1 2026 | May 12, 2026 |
| Callan Family Office, LLC | History | Added to | 55,400 | 31,976 | 0.73% | 0.72% | 488 | +1,195 | 2.2% | Q1 2026 | May 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 55,355 | 31,949 | 10.59% | 11.38% | 489 | -402 | -0.72% | Q1 2026 | Apr 09, 2026 |
| Clearstead Advisors, LLC | History | Added to | 55,187 | 31,852 | 0.29% | 0.2% | 490 | +29,178 | 112.18% | Q1 2026 | May 06, 2026 |
| Newbrook Capital Advisors LP | History | New | 55,160 | 31,837 | 5.68% | — | 491 | +55,160 | New | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Added to | 55,128 | 31,788 | 1.71% | 0.92% | 492 | +20,819 | 60.68% | Q1 2026 | May 14, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 54,916 | 31,696 | 1.83% | 2.04% | 493 | -669 | -1.2% | Q1 2026 | May 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 54,744 | 31,597 | 2.69% | 3.13% | 494 | -6,296 | -10.31% | Q1 2026 | May 15, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 54,558 | 31,489 | 6.47% | 6.82% | 495 | +170 | 0.31% | Q1 2026 | Apr 24, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 54,532 | 31,475 | 1.29% | 1.52% | 496 | -1,115 | -2.0% | Q1 2026 | May 12, 2026 |
| AJ Advisors, LLC | History | Added to | 54,509 | 31,461 | 11.67% | 11.88% | 497 | +2,117 | 4.04% | Q1 2026 | Apr 22, 2026 |
| Canal Capital Management, LLC | History | Added to | 54,306 | 31,344 | 4.24% | 1.06% | 498 | +42,163 | 347.22% | Q1 2026 | Apr 27, 2026 |
| Obermeyer Wealth Partners | History | Added to | 54,214 | 31,291 | 1.44% | 1.29% | 499 | +8,416 | 18.38% | Q1 2026 | Apr 20, 2026 |
| AtlasMark Financial, Inc | History | No change | 50,930 | 31,286 | 20.21% | 20.21% | 500 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 53,779 | 31,040 | 3.27% | 3.77% | 501 | -2,756 | -4.87% | Q1 2026 | May 04, 2026 |
| Silverleafe Capital Partners, LLC | History | Reduced | 53,669 | 30,976 | 9.15% | 9.82% | 502 | -223 | -0.41% | Q1 2026 | Apr 02, 2026 |
| GeoSphere Capital Management, LLC | History | New | 53,300 | 30,763 | 13.44% | — | 503 | +53,300 | New | Q1 2026 | May 15, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Reduced | 53,250 | 30,734 | 1.8% | 2.46% | 504 | -17,500 | -24.73% | Q1 2026 | May 06, 2026 |
| KOTLER KEVIN | History | No change | 50,000 | 30,715 | 7.18% | 7.18% | 505 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FineMark National Bank & Trust | History | No change | 49,925 | 30,669 | 0.96% | 0.96% | 506 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 52,814 | 30,483 | 1.57% | 1.69% | 507 | +512 | 0.98% | Q1 2026 | Apr 15, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 52,760 | 30,452 | 4.82% | 5.61% | 508 | -2,588 | -4.68% | Q1 2026 | May 07, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 52,645 | 30,385 | 0.71% | 0.04% | 509 | +49,635 | 1649.0% | Q1 2026 | May 15, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 52,366 | 30,224 | 6.4% | 7.73% | 510 | +2,063 | 4.1% | Q1 2026 | May 12, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Reduced | 52,157 | 30,103 | 9.57% | 10.23% | 511 | -1,076 | -2.02% | Q1 2026 | Apr 17, 2026 |
| Wilmar Advisors LLC | History | Reduced | 52,000 | 30,013 | 25.95% | 28.31% | 512 | -7,000 | -11.86% | Q1 2026 | May 14, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 51,995 | 30,010 | 1.8% | 1.9% | 513 | +1,176 | 2.31% | Q1 2026 | May 13, 2026 |
| Financial Life Planners | History | Reduced | 51,962 | 29,991 | 22.99% | 22.98% | 514 | -149 | -0.29% | Q1 2026 | Apr 24, 2026 |
| PINKERTON WEALTH, LLC | History | Added to | 48,628 | 29,872 | 2.72% | 2.83% | 515 | +3,760 | 8.38% | Q1 2026 | Apr 09, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | Reduced | 51,756 | 29,872 | 18.24% | 18.74% | 516 | -788 | -1.5% | Q1 2026 | Apr 08, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Reduced | 51,584 | 29,773 | 5.25% | 6.9% | 517 | -380 | -0.73% | Q1 2026 | Apr 28, 2026 |
| Seal Cove Capital, LLC | History | No change | 51,363 | 29,645 | 25.98% | 29.45% | 518 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 51,312 | 29,616 | 0.71% | 0.76% | 519 | -1,393 | -2.64% | Q1 2026 | Apr 30, 2026 |
| Tandem Financial, LLC | History | New | 50,966 | 29,416 | 9.36% | — | 520 | +50,966 | New | Q1 2026 | May 08, 2026 |
| Braeburn Wealth Management LLC | History | Reduced | 50,894 | 29,375 | 16.79% | 17.0% | 521 | -3,289 | -6.07% | Q1 2026 | Apr 17, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 50,887 | 29,371 | 3.16% | 3.33% | 522 | -58 | -0.11% | Q1 2026 | Apr 22, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 48,005 | 29,334 | 5.95% | 6.28% | 523 | +1,879 | 4.07% | Q1 2026 | Apr 15, 2026 |
| Humankind Investments LLC | History | Reduced | 50,700 | 29,263 | 16.71% | 23.85% | 524 | -35,875 | -41.44% | Q1 2026 | May 15, 2026 |
| Fairfield Financial Advisors, LTD | History | Added to | 50,302 | 29,033 | 10.0% | 9.96% | 525 | +539 | 1.08% | Q1 2026 | Apr 27, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 49,860 | 28,974 | 1.55% | 1.57% | 526 | -5,137 | -9.34% | Q1 2026 | May 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 50,059 | 28,893 | 1.37% | 1.46% | 527 | -1,990 | -3.82% | Q1 2026 | May 18, 2026 |
| Alight Capital Management LP | History | New | 50,000 | 28,859 | 6.92% | — | 528 | +50,000 | New | Q1 2026 | May 15, 2026 |
| Balance Wealth, LLC | History | Added to | 49,973 | 28,843 | 8.96% | 9.04% | 529 | +4,124 | 8.99% | Q1 2026 | Apr 20, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 49,920 | 28,812 | 2.05% | 2.43% | 530 | -5,203 | -9.44% | Q1 2026 | May 12, 2026 |
| Harfst & Associates, Inc. | History | Reduced | 49,811 | 28,749 | 5.13% | 5.67% | 531 | -1,408 | -2.75% | Q1 2026 | May 12, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 49,693 | 28,682 | 5.49% | 5.81% | 532 | +172 | 0.35% | Q1 2026 | May 01, 2026 |
| KWMG, LLC | History | Added to | 49,618 | 28,638 | 2.39% | 2.59% | 533 | +670 | 1.37% | Q1 2026 | Apr 09, 2026 |
| M Holdings Securities, Inc. | History | New | 43,239 | 28,448 | 1.92% | — | 534 | +43,239 | New | Q1 2026 | May 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 49,264 | 28,434 | 0.06% | 0.06% | 535 | -4,231 | -7.91% | Q1 2026 | May 14, 2026 |
| PKS Advisory Services, LLC | History | Added to | 49,186 | 28,392 | 6.6% | 6.65% | 536 | +1,752 | 3.69% | Q1 2026 | May 13, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 49,071 | 28,322 | 2.36% | 2.32% | 537 | +4,006 | 8.89% | Q1 2026 | Apr 13, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Added to | 49,061 | 28,316 | 7.43% | 7.73% | 538 | +2,403 | 5.15% | Q1 2026 | Apr 10, 2026 |
| MBE Wealth Management, LLC | History | Added to | 49,015 | 28,290 | 11.75% | 12.49% | 539 | +459 | 0.95% | Q1 2026 | Apr 21, 2026 |
| Parallel Advisors, LLC | History | Reduced | 48,999 | 28,281 | 0.51% | 0.56% | 540 | -961 | -1.92% | Q1 2026 | May 07, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 48,837 | 28,187 | 2.56% | 2.65% | 541 | +985 | 2.06% | Q1 2026 | May 04, 2026 |
| Cercano Management LLC | History | No change | 48,739 | 28,131 | 1.21% | 1.13% | 542 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wealth Group Ltd | History | Added to | 48,701 | 28,109 | 6.4% | 6.58% | 543 | +810 | 1.69% | Q1 2026 | Apr 10, 2026 |
| BANTA ASSET MANAGEMENT LP | History | Reduced | 48,671 | 28,091 | 28.24% | 27.32% | 544 | -106 | -0.22% | Q1 2026 | May 07, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 48,641 | 28,074 | 0.9% | 0.56% | 545 | -4,133 | -7.83% | Q1 2026 | Apr 29, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 48,506 | 27,996 | 5.92% | 6.04% | 546 | +2,534 | 5.51% | Q1 2026 | May 12, 2026 |
| J. Goldman & Co LP | History | Reduced | 48,476 | 27,979 | 0.81% | 2.96% | 547 | -134,600 | -73.52% | Q1 2026 | May 15, 2026 |
| Amundi | History | Added to | 48,422 | 27,948 | 0.01% | 0.01% | 548 | +1,801 | 3.86% | Q1 2026 | May 15, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 48,406 | 27,938 | 7.57% | 4.73% | 549 | +30,420 | 169.13% | Q1 2026 | Apr 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 48,185 | 27,811 | 0.24% | 0.55% | 550 | -73,075 | -60.26% | Q1 2026 | May 13, 2026 |
| BostonPremier Wealth LLC | History | Added to | 47,981 | 27,693 | 14.31% | 14.7% | 551 | +1,280 | 2.74% | Q1 2026 | Apr 10, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 47,935 | 27,667 | 1.15% | 0.91% | 552 | +7,753 | 19.29% | Q1 2026 | May 14, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 47,919 | 27,657 | 1.45% | 1.54% | 553 | -8,915 | -15.69% | Q1 2026 | Apr 28, 2026 |
| Horizon Wealth Management, LLC | History | Reduced | 47,188 | 27,236 | 3.99% | 6.86% | 554 | -24,696 | -34.36% | Q1 2026 | Apr 24, 2026 |
| SCS Capital Management LLC | History | Reduced | 47,116 | 27,194 | 0.29% | 0.33% | 555 | -3,928 | -7.7% | Q1 2026 | May 11, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 41,490 | 27,180 | 0.61% | 0.61% | 556 | +1,478 | 3.69% | Q1 2026 | May 04, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 44,161 | 27,128 | 7.89% | 7.89% | 557 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 46,911 | 27,076 | 1.62% | 1.71% | 558 | -43 | -0.09% | Q1 2026 | May 12, 2026 |
| MIG Capital, LLC | History | No change | 44,019 | 27,041 | 4.59% | 4.59% | 559 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 46,802 | 27,013 | 0.83% | 0.67% | 560 | +11,027 | 30.82% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 46,772 | 26,995 | 0.4% | 0.42% | 561 | +2,238 | 5.03% | Q1 2026 | May 13, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 45,929 | 26,958 | 10.0% | 9.68% | 562 | +4,023 | 9.6% | Q1 2026 | May 01, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 43,849 | 26,936 | 0.13% | 0.13% | 563 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Darrow Company, Inc. | History | Added to | 46,717 | 26,900 | 12.11% | 12.77% | 564 | +457 | 0.99% | Q1 2026 | Apr 20, 2026 |
| Sanchez Wealth Management Group | History | Reduced | 46,478 | 26,826 | 5.8% | 6.15% | 565 | -334 | -0.71% | Q1 2026 | Apr 29, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 46,392 | 26,776 | 1.19% | 1.64% | 566 | -11,031 | -19.21% | Q1 2026 | May 12, 2026 |
| Hudock, Inc. | History | Added to | 46,287 | 26,715 | 3.93% | 4.17% | 567 | +172 | 0.37% | Q1 2026 | May 13, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 39,997 | 26,691 | 4.41% | 4.62% | 568 | -4,303 | -9.71% | Q1 2026 | May 08, 2026 |
| Diesslin Group, Inc. | History | Reduced | 46,232 | 26,684 | 12.02% | 11.34% | 569 | -208 | -0.45% | Q1 2026 | Apr 21, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 45,953 | 26,523 | 10.27% | 11.39% | 570 | +7,505 | 19.52% | Q1 2026 | Apr 22, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 45,890 | 26,486 | 0.39% | 0.41% | 571 | -542 | -1.17% | Q1 2026 | May 05, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 45,800 | 26,434 | 0.46% | 0.29% | 572 | +18,600 | 68.38% | Q1 2026 | Apr 20, 2026 |
| Archer Investment Corp | History | Added to | 45,754 | 26,408 | 5.63% | 6.3% | 573 | +257 | 0.56% | Q1 2026 | May 04, 2026 |
| Sachetta, LLC | History | Added to | 45,587 | 26,312 | 14.27% | 14.85% | 574 | +1,429 | 3.24% | Q1 2026 | May 01, 2026 |
| Fairway Wealth LLC | History | Added to | 45,362 | 26,178 | 6.91% | 7.43% | 575 | +492 | 1.1% | Q1 2026 | Apr 23, 2026 |
| EQUITABLE TRUST CO | History | Added to | 45,318 | 26,156 | 1.21% | 1.09% | 576 | +5,668 | 14.3% | Q1 2026 | Apr 30, 2026 |
| Apella Capital, LLC | History | Added to | 40,291 | 26,142 | 0.39% | 0.43% | 577 | +4,572 | 12.8% | Q1 2026 | Apr 20, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 45,157 | 26,063 | 2.66% | 2.77% | 578 | +349 | 0.78% | Q1 2026 | May 08, 2026 |
| BURNS J W & CO INC/NY | History | Reduced | 45,080 | 26,019 | 2.98% | 3.13% | 579 | -879 | -1.91% | Q1 2026 | Apr 17, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 44,234 | 26,001 | 7.21% | 7.96% | 580 | -302 | -0.68% | Q1 2026 | Apr 08, 2026 |
| Banco Santander, S.A. | History | Reduced | 44,983 | 25,963 | 0.21% | 0.24% | 581 | -7,750 | -14.7% | Q1 2026 | May 08, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 44,886 | 25,907 | 0.04% | 0.03% | 582 | +10,243 | 29.57% | Q1 2026 | May 13, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 44,761 | 25,835 | 4.48% | 4.88% | 583 | -815 | -1.79% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 44,610 | 25,748 | 0.2% | 0.23% | 584 | +667 | 1.52% | Q1 2026 | Apr 07, 2026 |
| BALANCED WEALTH GROUP LLC | History | Reduced | 44,576 | 25,728 | 9.21% | 10.42% | 585 | -2,623 | -5.56% | Q1 2026 | Apr 23, 2026 |
| New Perspectives, Inc | History | Reduced | 44,498 | 25,683 | 8.89% | 9.61% | 586 | -608 | -1.35% | Q1 2026 | Apr 21, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 44,467 | 25,665 | 0.78% | 0.7% | 587 | +5,794 | 14.98% | Q1 2026 | May 13, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 35,708 | 25,521 | 1.52% | 1.78% | 588 | -8,955 | -20.05% | Q1 2026 | May 14, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 44,164 | 25,490 | 3.42% | 3.91% | 589 | -2,603 | -5.57% | Q1 2026 | Apr 08, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 43,946 | 25,364 | 0.43% | 0.46% | 590 | -847 | -1.89% | Q1 2026 | May 05, 2026 |
| JT Stratford LLC | History | Added to | 43,658 | 25,198 | 3.21% | 3.15% | 591 | +3,774 | 9.46% | Q1 2026 | May 15, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 39,977 | 25,129 | 1.44% | 2.67% | 592 | -33,772 | -45.79% | Q1 2026 | Apr 20, 2026 |
| Envision Financial Transparency, LLC | History | New | 43,438 | 25,072 | 24.36% | — | 593 | +43,438 | New | Q1 2026 | May 13, 2026 |
| American Trust | History | Reduced | 43,206 | 24,937 | 2.2% | 2.5% | 594 | -5,289 | -10.91% | Q1 2026 | May 01, 2026 |
| MidFirst Bank | History | Added to | 43,156 | 24,908 | 2.06% | 2.0% | 595 | +2,375 | 5.82% | Q1 2026 | May 15, 2026 |
| CRA Financial Services, LLC | History | Added to | 43,016 | 24,827 | 3.22% | 3.44% | 596 | +281 | 0.66% | Q1 2026 | Apr 09, 2026 |
| Ally Financial Inc. | History | New | 43,000 | 24,818 | 3.09% | — | 597 | +43,000 | New | Q1 2026 | May 12, 2026 |
| KilterHowling LLC | History | Reduced | 42,868 | 24,742 | 12.48% | 13.36% | 598 | -25 | -0.06% | Q1 2026 | May 12, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 42,807 | 24,707 | 0.59% | 0.71% | 599 | -9,420 | -18.04% | Q1 2026 | May 08, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Added to | 42,640 | 24,610 | 5.36% | 5.85% | 600 | +1,160 | 2.8% | Q1 2026 | May 11, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 42,599 | 24,587 | 5.22% | 6.04% | 601 | -729 | -1.68% | Q1 2026 | Apr 09, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 42,464 | 24,509 | 3.55% | 4.04% | 602 | -174 | -0.41% | Q1 2026 | May 11, 2026 |
| Cynosure Group, LLC | History | Added to | 42,413 | 24,479 | 3.06% | 0.82% | 603 | +29,348 | 224.63% | Q1 2026 | May 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 42,186 | 24,348 | 0.68% | 0.66% | 604 | +941 | 2.28% | Q1 2026 | Apr 28, 2026 |
| TruWealth Advisors, LLC | History | Added to | 42,058 | 24,275 | 1.17% | 1.26% | 605 | +233 | 0.56% | Q1 2026 | Apr 09, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 41,809 | 24,131 | 1.71% | 0.12% | 606 | +40,428 | 2927.44% | Q1 2026 | May 15, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 41,675 | 24,054 | 0.87% | 0.99% | 607 | -1,760 | -4.05% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 41,583 | 24,000 | 1.2% | 1.31% | 608 | +565 | 1.38% | Q1 2026 | Apr 23, 2026 |
| SPINNAKER TRUST | History | Added to | 41,421 | 23,906 | 1.32% | 1.35% | 609 | +490 | 1.2% | Q1 2026 | Apr 23, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 41,106 | 23,725 | 1.82% | 2.46% | 610 | -7,925 | -16.16% | Q1 2026 | Apr 22, 2026 |
| Nuveen, LLC | History | Added to | 41,200 | 23,666 | 0.01% | 0.01% | 611 | +200 | 0.49% | Q1 2026 | Apr 30, 2026 |
| RFG Advisory, LLC | History | Reduced | 40,994 | 23,660 | 0.43% | 0.55% | 612 | -6,908 | -14.42% | Q1 2026 | Apr 17, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 41,930 | 23,631 | 0.73% | 0.77% | 613 | +32 | 0.08% | Q1 2026 | May 11, 2026 |
| LifeSteps Financial, Inc. | History | Added to | 40,747 | 23,518 | 14.89% | 15.62% | 614 | +1,026 | 2.58% | Q1 2026 | Apr 22, 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | History | Added to | 40,563 | 23,412 | 15.78% | 16.95% | 615 | +3,476 | 9.37% | Q1 2026 | May 04, 2026 |
| Resolute Advisors LLC | History | Reduced | 40,329 | 23,277 | 9.62% | 10.2% | 616 | -10,569 | -20.77% | Q1 2026 | May 07, 2026 |
| Asset Management Group, Inc. | History | Added to | 40,301 | 23,260 | 3.76% | 4.0% | 617 | +2 | 0.0% | Q1 2026 | May 15, 2026 |
| Galaxy Digital Inc. | History | New | 40,000 | 23,087 | 2.0% | — | 619 | +40,000 | New | Q1 2026 | May 14, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | Reduced | 40,000 | 23,087 | 2.37% | 2.78% | 618 | -24,559 | -38.04% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | New | 39,982 | 23,076 | 0.26% | — | 620 | +39,982 | New | Q1 2026 | Apr 23, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 39,965 | 23,067 | 0.46% | 0.56% | 621 | -4,770 | -10.66% | Q1 2026 | May 14, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 39,951 | 23,059 | 4.51% | 4.8% | 622 | -556 | -1.37% | Q1 2026 | Apr 30, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 39,873 | 23,013 | 2.45% | 1.73% | 623 | +13,265 | 49.85% | Q1 2026 | May 13, 2026 |
| Foster Group, Inc. | History | Reduced | 39,765 | 22,951 | 0.68% | 0.8% | 624 | -3,377 | -7.83% | Q1 2026 | Apr 13, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Added to | 39,748 | 22,941 | 1.2% | 1.7% | 625 | +368 | 0.93% | Q1 2026 | Apr 15, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 35,602 | 22,939 | 2.54% | 3.69% | 626 | -7,470 | -17.34% | Q1 2026 | May 12, 2026 |
| Capital Management Associates, Inc | History | Added to | 39,668 | 22,895 | 5.18% | 5.38% | 627 | +68 | 0.17% | Q1 2026 | Apr 22, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 39,502 | 22,799 | 0.08% | 0.09% | 628 | -4,803 | -10.84% | Q1 2026 | May 08, 2026 |
| Family Capital Management, Inc. | History | Added to | 39,287 | 22,675 | 10.08% | 10.06% | 629 | +2,424 | 6.58% | Q1 2026 | Apr 22, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 36,854 | 22,639 | 6.63% | 6.63% | 630 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 39,218 | 22,635 | 0.54% | 0.61% | 631 | -1,409 | -3.47% | Q1 2026 | May 11, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 39,161 | 22,602 | 1.32% | 1.29% | 632 | +2,761 | 7.59% | Q1 2026 | Apr 17, 2026 |
| Miura Global Management, LLC | History | Reduced | 40,000 | 22,571 | 51.5% | 55.14% | 633 | -137,500 | -77.46% | Q1 2026 | May 14, 2026 |
| WASHBURN CAPITAL MANAGEMENT, INC. | History | Reduced | 39,089 | 22,561 | 13.11% | 13.52% | 634 | -891 | -2.23% | Q1 2026 | May 01, 2026 |
| PFG Investments, LLC | History | Added to | 38,993 | 22,505 | 1.05% | 1.08% | 635 | +1,558 | 4.16% | Q1 2026 | Apr 27, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 36,544 | 22,449 | 6.12% | 6.12% | 636 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wedmont Private Capital | History | Added to | 36,981 | 22,413 | 0.72% | 0.57% | 637 | +10,632 | 40.35% | Q1 2026 | Apr 09, 2026 |
| PETERSON WEALTH MANAGEMENT | History | Added to | 38,680 | 22,325 | 12.94% | 17.54% | 638 | +250 | 0.65% | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 38,552 | 22,251 | 0.47% | 0.5% | 639 | -312 | -0.8% | Q1 2026 | May 07, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 38,321 | 22,118 | 1.4% | 1.56% | 640 | +194 | 0.51% | Q1 2026 | May 15, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 38,285 | 22,097 | 10.61% | 10.56% | 641 | +1,604 | 4.37% | Q1 2026 | Apr 15, 2026 |
| SAM Advisors, LLC | History | Added to | 38,267 | 22,086 | 6.92% | 7.37% | 642 | +343 | 0.9% | Q1 2026 | Apr 29, 2026 |
| Parisi Gray Wealth Management | History | Reduced | 38,191 | 22,043 | 5.25% | 5.82% | 643 | -3,577 | -8.56% | Q1 2026 | Apr 08, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 37,789 | 21,810 | 0.68% | 0.83% | 644 | -3,458 | -8.38% | Q1 2026 | May 04, 2026 |
| GREENBERG FINANCIAL GROUP | History | No change | 35,344 | 21,720 | 8.94% | 8.94% | 645 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| GRANVILLE CAPITAL, INC. | History | Added to | 37,610 | 21,707 | 11.35% | 11.49% | 646 | +2,372 | 6.73% | Q1 2026 | May 11, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 37,579 | 21,690 | 0.34% | 0.34% | 647 | -321 | -0.85% | Q1 2026 | May 13, 2026 |
| Penobscot Investment Management Company, Inc. | History | Reduced | 37,340 | 21,552 | 1.69% | 1.74% | 648 | -296 | -0.79% | Q1 2026 | Apr 29, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 37,304 | 21,531 | 0.71% | 0.73% | 649 | +1,271 | 3.53% | Q1 2026 | Apr 22, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 37,302 | 21,530 | 6.15% | 6.98% | 650 | -2,481 | -6.24% | Q1 2026 | Apr 17, 2026 |
| Pioneer Family Office, LLC | History | Added to | 37,158 | 21,446 | 13.78% | 14.83% | 651 | +1,426 | 3.99% | Q1 2026 | May 13, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 37,122 | 21,426 | 2.06% | 2.1% | 652 | +308 | 0.84% | Q1 2026 | May 06, 2026 |
| Hilltop Holdings Inc. | History | Added to | 37,014 | 21,363 | 1.92% | 0.78% | 653 | +15,647 | 73.23% | Q1 2026 | May 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 35,004 | 21,358 | 1.21% | 1.29% | 654 | -602 | -1.69% | Q1 2026 | Apr 17, 2026 |
| Green Ridge Wealth Planning LLC | History | Added to | 36,893 | 21,294 | 11.21% | 11.48% | 655 | +353 | 0.97% | Q1 2026 | Apr 10, 2026 |
| Platt Investment Counsel, LLC | History | Reduced | 36,877 | 21,284 | 16.39% | 19.41% | 656 | -5,878 | -13.75% | Q1 2026 | Apr 09, 2026 |
| Antonelli Financial Advisors, LLC | History | Reduced | 36,830 | 21,258 | 14.69% | 17.53% | 657 | -6,562 | -15.12% | Q1 2026 | Apr 28, 2026 |
| Kelsey Financial, LLC | History | Added to | 36,630 | 21,141 | 18.49% | 16.72% | 658 | +4,943 | 15.6% | Q1 2026 | May 06, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 36,606 | 21,128 | 1.69% | 1.83% | 659 | -1,873 | -4.87% | Q1 2026 | May 13, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 36,091 | 20,830 | 0.56% | 0.73% | 660 | -675 | -1.84% | Q1 2026 | May 11, 2026 |
| Bison Wealth, LLC | History | Reduced | 29,052 | 20,763 | 2.0% | 1.99% | 661 | -1,375 | -4.52% | Q1 2026 | May 15, 2026 |
| Ategra Capital Management, LLC | History | Reduced | 35,839 | 20,685 | 10.28% | 16.32% | 662 | -20,000 | -35.82% | Q1 2026 | May 15, 2026 |
| Connective Capital Management, LLC | History | Added to | 35,795 | 20,660 | 17.06% | 11.8% | 663 | +3,101 | 9.48% | Q1 2026 | May 12, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 35,716 | 20,614 | 3.58% | 3.79% | 664 | -86 | -0.24% | Q1 2026 | Apr 17, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 35,696 | 20,603 | 5.66% | 5.63% | 665 | +916 | 2.63% | Q1 2026 | May 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 35,595 | 20,544 | 0.42% | 0.47% | 666 | -3,081 | -7.97% | Q1 2026 | May 15, 2026 |
| Financial Enhancement Group LLC | History | Added to | 31,407 | 20,378 | 2.52% | 2.48% | 667 | +496 | 1.6% | Q1 2026 | Apr 20, 2026 |
| Ballentine Partners, LLC | History | Added to | 35,264 | 20,353 | 0.28% | 0.25% | 668 | +5,987 | 20.45% | Q1 2026 | May 14, 2026 |
| TrustBank | History | Added to | 35,201 | 20,317 | 7.88% | 8.87% | 669 | +589 | 1.7% | Q1 2026 | May 04, 2026 |
| KPP Advisory Services LLC | History | Reduced | 35,066 | 20,239 | 2.94% | 3.62% | 670 | -5,515 | -13.59% | Q1 2026 | Apr 24, 2026 |
| Eagle Capital Management, LLC | History | Added to | 35,057 | 20,234 | 7.98% | 7.83% | 671 | +30 | 0.09% | Q1 2026 | Apr 20, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 35,003 | 20,203 | 2.3% | 2.3% | 672 | +1,823 | 5.49% | Q1 2026 | Apr 16, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Reduced | 35,004 | 20,203 | 3.21% | 3.37% | 673 | -185 | -0.53% | Q1 2026 | May 04, 2026 |
| Advisors Capital Management, LLC | History | Added to | 34,988 | 20,194 | 0.24% | 0.15% | 674 | +14,253 | 68.74% | Q1 2026 | May 01, 2026 |
| Pine Harbor Wealth Management, LLC | History | Added to | 34,975 | 20,187 | 6.04% | 6.58% | 675 | +13 | 0.04% | Q1 2026 | Apr 28, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 34,730 | 20,045 | 3.17% | 3.89% | 676 | +445 | 1.3% | Q1 2026 | Apr 17, 2026 |
| CERTUITY, LLC | History | Reduced | 34,725 | 19,998 | 1.31% | 1.63% | 677 | -7,525 | -17.81% | Q1 2026 | May 11, 2026 |
| Truvestments Capital LLC | History | Reduced | 34,638 | 19,992 | 3.61% | 3.98% | 678 | -991 | -2.78% | Q1 2026 | May 13, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 34,600 | 19,970 | 1.42% | 1.53% | 679 | -79 | -0.23% | Q1 2026 | May 15, 2026 |
| E&G Advisors, LP | History | Added to | 34,487 | 19,905 | 4.43% | 4.28% | 680 | +3,356 | 10.78% | Q1 2026 | Apr 21, 2026 |
| Marshall Financial Group, LLC | History | Added to | 34,372 | 19,838 | 3.18% | 3.22% | 681 | +7,371 | 27.3% | Q1 2026 | Apr 10, 2026 |
| Garde Capital, Inc. | History | Reduced | 34,131 | 19,699 | 1.18% | 1.55% | 682 | -8,531 | -20.0% | Q1 2026 | Apr 28, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 34,117 | 19,691 | 4.93% | 5.24% | 683 | -1,349 | -3.8% | Q1 2026 | Apr 28, 2026 |
| CV Advisors LLC | History | Reduced | 33,940 | 19,593 | 5.35% | 5.37% | 684 | -310 | -0.91% | Q1 2026 | May 01, 2026 |
| Trinity Wealth Management, LLC | History | Reduced | 33,923 | 19,579 | 7.19% | 9.81% | 685 | -9,424 | -21.74% | Q1 2026 | Apr 17, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 33,836 | 19,529 | 0.23% | 0.24% | 686 | -6,725 | -16.58% | Q1 2026 | May 13, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 33,831 | 19,526 | 0.47% | 0.63% | 687 | -5,959 | -14.98% | Q1 2026 | May 15, 2026 |
| Gouws Capital LLC | History | Reduced | 33,808 | 19,513 | 10.33% | 11.08% | 688 | -315 | -0.92% | Q1 2026 | May 12, 2026 |
| Rye Brook Capital LLC | History | Reduced | 33,700 | 19,451 | 17.94% | 24.43% | 689 | -8,855 | -20.81% | Q1 2026 | Apr 28, 2026 |
| Little Harbor Advisors, LLC | History | Added to | 33,690 | 19,445 | 11.54% | 9.38% | 690 | +4,076 | 13.76% | Q1 2026 | May 15, 2026 |
| Granite Harbor Advisors, Inc. | History | Reduced | 33,616 | 19,402 | 8.47% | 8.9% | 691 | -696 | -2.03% | Q1 2026 | Apr 23, 2026 |
| ASSETMARK, INC | History | Added to | 33,568 | 19,375 | 0.04% | 0.04% | 692 | +651 | 1.98% | Q1 2026 | May 06, 2026 |
| PW Nova Financial Services LLC | History | Added to | 33,535 | 19,356 | 4.85% | 7.01% | 693 | +3,342 | 11.07% | Q1 2026 | Apr 15, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Added to | 33,383 | 19,267 | 3.49% | 3.23% | 694 | +5,805 | 21.05% | Q1 2026 | May 14, 2026 |
| NINE MASTS CAPITAL Ltd | History | Reduced | 33,106 | 19,108 | 2.76% | 3.27% | 695 | -7,347 | -18.16% | Q1 2026 | May 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 33,105 | 19,107 | 0.41% | 0.47% | 696 | -977 | -2.87% | Q1 2026 | May 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 34,207 | 19,096 | 1.21% | 1.3% | 697 | -11,771 | -25.6% | Q1 2026 | Apr 24, 2026 |
| Avondale Wealth Management | History | Added to | 33,031 | 19,064 | 9.37% | 9.8% | 698 | +2,009 | 6.48% | Q1 2026 | Apr 14, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 33,016 | 19,056 | 6.19% | 6.91% | 699 | -2,213 | -6.28% | Q1 2026 | Apr 21, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 32,931 | 19,007 | 0.53% | 0.56% | 700 | +316 | 0.97% | Q1 2026 | May 12, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 32,699 | 18,872 | 2.44% | 2.45% | 701 | +1,510 | 4.84% | Q1 2026 | May 07, 2026 |
| Quattro Advisors LLC | History | Added to | 32,675 | 18,859 | 16.34% | 15.67% | 702 | +776 | 2.43% | Q1 2026 | May 14, 2026 |
| JB Capital LLC | History | Added to | 32,563 | 18,794 | 0.76% | 0.8% | 703 | +711 | 2.23% | Q1 2026 | Apr 27, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 32,515 | 18,767 | 1.21% | 1.19% | 704 | +1,290 | 4.13% | Q1 2026 | Apr 27, 2026 |
| Polymer Capital Management (US) LLC | History | Reduced | 32,500 | 18,758 | 1.9% | 2.58% | 705 | -7,500 | -18.75% | Q1 2026 | May 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 32,422 | 18,713 | 0.69% | 0.77% | 706 | -715 | -2.16% | Q1 2026 | May 14, 2026 |
| MGB Wealth Management, LLC | History | No change | 30,432 | 18,707 | 5.35% | 5.35% | 707 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Momentum Wealth Planning, LLC | History | Added to | 32,372 | 18,684 | 16.6% | 15.78% | 708 | +572 | 1.8% | Q1 2026 | May 07, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 32,341 | 18,666 | 2.92% | 3.2% | 709 | -125 | -0.39% | Q1 2026 | May 01, 2026 |
| HOME FEDERAL BANK OF TENNESSEE | History | Added to | 32,153 | 18,558 | 4.64% | 1.33% | 710 | +23,818 | 285.76% | Q1 2026 | Apr 15, 2026 |
| Red Wave Investments LLC | History | Reduced | 32,080 | 18,515 | 5.53% | 6.01% | 711 | -823 | -2.5% | Q1 2026 | May 08, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 32,067 | 18,508 | 1.76% | 1.81% | 712 | -36 | -0.11% | Q1 2026 | Apr 27, 2026 |
| Cannon Capital Management, Inc. | History | Added to | 32,026 | 18,485 | 15.02% | 16.11% | 713 | +2,204 | 7.39% | Q1 2026 | May 07, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 31,797 | 18,352 | 7.38% | 7.74% | 714 | +1,009 | 3.28% | Q1 2026 | Apr 23, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 31,713 | 18,304 | 9.75% | 10.2% | 715 | -553 | -1.71% | Q1 2026 | May 11, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 32,748 | 18,282 | 6.07% | 6.53% | 716 | +506 | 1.57% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 31,591 | 18,208 | 0.18% | 0.26% | 717 | -2,561 | -7.5% | Q1 2026 | May 13, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 31,498 | 18,179 | 1.13% | 1.24% | 718 | +246 | 0.79% | Q1 2026 | Apr 27, 2026 |
| Powell Investment Advisors, LLC | History | Reduced | 31,469 | 18,163 | 6.26% | 6.67% | 719 | -95 | -0.3% | Q1 2026 | Apr 23, 2026 |
| Asset Allocation Strategies LLC | History | New | 31,432 | 18,142 | 3.22% | — | 720 | +31,432 | New | Q1 2026 | Apr 22, 2026 |
| Chaney Capital Management, Inc. | History | Added to | 31,405 | 18,126 | 6.39% | 6.41% | 721 | +1,171 | 3.87% | Q1 2026 | May 11, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 31,378 | 18,111 | 1.98% | 2.16% | 722 | -1,949 | -5.85% | Q1 2026 | Apr 28, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 31,325 | 18,098 | 5.02% | 5.15% | 723 | +679 | 2.22% | Q1 2026 | Apr 27, 2026 |
| David J Yvars Group | History | Reduced | 31,313 | 18,066 | 10.1% | 10.28% | 724 | -918 | -2.85% | Q1 2026 | Apr 08, 2026 |
| ICG Advisors, LLC | History | No change | 31,282 | 18,055 | 70.54% | 52.08% | 725 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 31,221 | 18,001 | 0.16% | 0.17% | 726 | -1,892 | -5.71% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Added to | 31,138 | 17,971 | 0.61% | 0.62% | 727 | +1,228 | 4.11% | Q1 2026 | Apr 22, 2026 |
| CenterStar Asset Management, LLC | History | Added to | 31,100 | 17,945 | 2.25% | 0.38% | 728 | +28,923 | 1328.57% | Q1 2026 | May 01, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 31,041 | 17,916 | 0.07% | 0.07% | 729 | -750 | -2.36% | Q1 2026 | Apr 24, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 31,015 | 17,901 | 4.7% | 4.77% | 730 | +938 | 3.12% | Q1 2026 | May 13, 2026 |
| Fox Financial, Inc | History | Reduced | 30,915 | 17,843 | 14.56% | 15.32% | 731 | -369 | -1.18% | Q1 2026 | May 07, 2026 |
| McIlrath & Eck, LLC | History | Added to | 30,891 | 17,829 | 1.32% | 1.35% | 732 | +7,256 | 30.7% | Q1 2026 | May 19, 2026 |
| Kropog Financial Group, LLC | History | Reduced | 30,884 | 17,825 | 14.48% | 14.84% | 733 | -311 | -1.0% | Q1 2026 | Apr 24, 2026 |
| Bensler, LLC | History | Added to | 30,871 | 17,817 | 1.84% | 1.89% | 734 | +201 | 0.66% | Q1 2026 | May 01, 2026 |
| Mattern Wealth Management LLC | History | Reduced | 30,863 | 17,813 | 3.47% | 3.68% | 735 | -267 | -0.86% | Q1 2026 | Apr 23, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 30,845 | 17,802 | 4.65% | 5.05% | 736 | -407 | -1.3% | Q1 2026 | May 01, 2026 |
| WHITTIER TRUST CO | History | Added to | 30,102 | 17,715 | 0.2% | 0.2% | 737 | +106 | 0.35% | Q1 2026 | Apr 28, 2026 |
| Westside Investment Management, Inc. | History | Added to | 30,581 | 17,664 | 2.71% | 2.96% | 738 | +476 | 1.58% | Q1 2026 | May 04, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Reduced | 30,374 | 17,531 | 7.42% | 7.88% | 739 | -205 | -0.67% | Q1 2026 | Apr 29, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Reduced | 30,317 | 17,498 | 2.45% | 2.61% | 740 | -93 | -0.31% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 30,254 | 17,462 | 0.41% | 0.46% | 741 | -3,138 | -9.4% | Q1 2026 | May 15, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 30,205 | 17,434 | 0.56% | 0.71% | 742 | -2,875 | -8.69% | Q1 2026 | May 06, 2026 |
| INTRUST BANK NA | History | Reduced | 30,189 | 17,424 | 1.42% | 1.54% | 743 | -133 | -0.44% | Q1 2026 | May 06, 2026 |
| Rathbones Group PLC | History | Reduced | 30,101 | 17,373 | 0.07% | 0.07% | 744 | -125 | -0.41% | Q1 2026 | May 12, 2026 |
| Bank Pictet & Cie (Europe) AG | History | Reduced | 30,199 | 17,353 | 0.37% | 0.46% | 745 | -7,742 | -20.41% | Q1 2026 | Apr 14, 2026 |
| ENZI WEALTH | History | Added to | 30,025 | 17,329 | 6.02% | 6.15% | 746 | +1,854 | 6.58% | Q1 2026 | Apr 24, 2026 |
| Harvey Partners, LLC | History | New | 30,000 | 17,315 | 1.38% | — | 749 | +30,000 | New | Q1 2026 | May 15, 2026 |
| Ulysses Management LLC | History | New | 30,000 | 17,315 | 2.16% | — | 750 | +30,000 | New | Q1 2026 | May 15, 2026 |
| Marnell Management LLC | History | New | 30,000 | 17,315 | 6.02% | — | 751 | +30,000 | New | Q1 2026 | May 14, 2026 |
| Birnam Oak Advisors, LP | History | New | 30,000 | 17,315 | 3.93% | — | 752 | +30,000 | New | Q1 2026 | May 12, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Reduced | 30,000 | 17,315 | 1.35% | 1.89% | 747 | -10,000 | -25.0% | Q1 2026 | Apr 29, 2026 |
| Arvin Capital Management LP | History | No change | 30,000 | 17,315 | 2.11% | 3.47% | 748 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 36,316 | 17,279 | 1.29% | 1.29% | 753 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 25,321 | 17,258 | 2.3% | 2.71% | 754 | -2,118 | -7.72% | Q1 2026 | May 06, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Reduced | 29,859 | 17,234 | 5.21% | 6.56% | 755 | -5,898 | -16.49% | Q1 2026 | Apr 22, 2026 |
| Compound Planning, Inc. | History | Added to | 29,854 | 17,231 | 0.53% | 0.51% | 756 | +1,611 | 5.7% | Q1 2026 | May 14, 2026 |
| J HAGAN CAPITAL, INC. | History | Added to | 29,849 | 17,228 | 9.3% | 9.54% | 757 | +1,786 | 6.36% | Q1 2026 | May 12, 2026 |
| Vivid Wealth Management, LLC | History | Added to | 29,667 | 17,122 | 6.93% | 7.03% | 758 | +216 | 0.73% | Q1 2026 | Apr 27, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 29,660 | 17,119 | 6.19% | 6.33% | 759 | +432 | 1.48% | Q1 2026 | May 06, 2026 |
| SMITH, MOORE & CO. | History | Added to | 29,633 | 17,103 | 1.24% | 1.34% | 760 | +749 | 2.59% | Q1 2026 | May 05, 2026 |
| Quarry LP | History | New | 29,600 | 17,084 | 3.06% | — | 761 | +29,600 | New | Q1 2026 | May 15, 2026 |
| VVR Holdings LLC | History | Reduced | 29,524 | 17,040 | 8.8% | 11.9% | 762 | -7,733 | -20.76% | Q1 2026 | Apr 16, 2026 |
| Edenbrook Capital, LLC | History | Reduced | 29,500 | 17,026 | 5.3% | 18.04% | 763 | -128,000 | -81.27% | Q1 2026 | May 14, 2026 |
| Lee Financial Co | History | Reduced | 29,356 | 16,943 | 2.39% | 2.57% | 764 | -1,652 | -5.33% | Q1 2026 | Apr 13, 2026 |
| Crew Capital Management, Ltd | History | Reduced | 29,336 | 16,932 | 11.23% | 11.76% | 765 | -1,072 | -3.53% | Q1 2026 | Apr 22, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 29,296 | 16,908 | 3.89% | 4.16% | 766 | -459 | -1.54% | Q1 2026 | Apr 17, 2026 |
| Lauer Wealth, LLC | History | Reduced | 27,888 | 16,902 | 13.46% | 13.41% | 767 | -1,223 | -4.2% | Q1 2026 | Apr 13, 2026 |
| Cordoba Advisory Partners LLC | History | Reduced | 29,234 | 16,873 | 4.66% | 4.56% | 768 | -800 | -2.66% | Q1 2026 | Apr 28, 2026 |
| Benin Management CORP | History | Added to | 29,193 | 16,849 | 3.79% | 3.7% | 769 | +2,199 | 8.15% | Q1 2026 | Apr 10, 2026 |
| Tepp RIA, LLC | History | Added to | 29,137 | 16,817 | 13.17% | 15.84% | 770 | +3,092 | 11.87% | Q1 2026 | Apr 22, 2026 |
| BXM Wealth LLC | History | Reduced | 28,844 | 16,648 | 12.82% | 13.99% | 771 | -191,118 | -86.89% | Q1 2026 | Apr 23, 2026 |
| Garner Asset Management Corp | History | Added to | 28,826 | 16,637 | 6.52% | 6.68% | 772 | +505 | 1.78% | Q1 2026 | Apr 28, 2026 |
| DT Investment Partners, LLC | History | Reduced | 28,714 | 16,573 | 1.38% | 1.47% | 773 | -270 | -0.93% | Q1 2026 | May 14, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 28,632 | 16,525 | 6.33% | 6.61% | 774 | +983 | 3.56% | Q1 2026 | May 05, 2026 |
| Grandview Asset Management LLC | History | Reduced | 28,432 | 16,518 | 4.83% | 5.26% | 775 | -2,812 | -9.0% | Q1 2026 | May 07, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 28,584 | 16,498 | 3.88% | 3.87% | 776 | +1,638 | 6.08% | Q1 2026 | Apr 23, 2026 |
| Coastline Trust Co | History | Reduced | 28,529 | 16,466 | 1.63% | 1.72% | 777 | -1,188 | -4.0% | Q1 2026 | Apr 03, 2026 |
| Traction Financial Partners, LLC | History | Added to | 28,460 | 16,426 | 10.11% | 10.17% | 778 | +528 | 1.89% | Q1 2026 | May 14, 2026 |
| ZEGA Investments, LLC | History | Added to | 28,404 | 16,394 | 1.84% | 1.68% | 779 | +5,235 | 22.59% | Q1 2026 | May 08, 2026 |
| Simmons Bank | History | Reduced | 28,352 | 16,364 | 1.1% | 1.17% | 780 | -202 | -0.71% | Q1 2026 | Apr 23, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 28,305 | 16,337 | 0.01% | 0.04% | 781 | -59,822 | -67.88% | Q1 2026 | May 15, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 28,278 | 16,321 | 1.11% | 1.17% | 782 | -102 | -0.36% | Q1 2026 | May 06, 2026 |
| Luken Investment Analytics, LLC | History | Added to | 28,152 | 16,248 | 6.22% | 5.24% | 784 | +6,544 | 30.29% | Q1 2026 | May 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 28,152 | 16,248 | 0.28% | 0.31% | 783 | +74 | 0.26% | Q1 2026 | May 04, 2026 |
| Merrithew & Thorsten Inc | History | New | 28,138 | 16,241 | 15.32% | — | 785 | +28,138 | New | Q1 2026 | May 01, 2026 |
| Prostatis Group LLC | History | Reduced | 28,104 | 16,221 | 4.15% | 4.61% | 786 | -3,309 | -10.53% | Q1 2026 | May 12, 2026 |
| Private Wealth Partners, LLC | History | Reduced | 27,921 | 16,115 | 1.24% | 1.39% | 787 | -4,031 | -12.62% | Q1 2026 | Apr 28, 2026 |
| Founders Capital Management | History | Reduced | 27,920 | 16,114 | 7.87% | 9.73% | 788 | -2,589 | -8.49% | Q1 2026 | Apr 21, 2026 |
| Financial Insights, Inc. | History | Added to | 27,889 | 16,097 | 5.22% | 5.23% | 789 | +2,464 | 9.69% | Q1 2026 | May 18, 2026 |
| Carbahal Olsen Financial Services Group, LLC | History | Reduced | 27,891 | 16,097 | 12.87% | 13.25% | 790 | -202 | -0.72% | Q1 2026 | May 11, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 27,774 | 16,030 | 2.2% | 2.54% | 791 | -230 | -0.82% | Q1 2026 | Apr 24, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 27,703 | 15,989 | 0.32% | 0.35% | 792 | -437 | -1.55% | Q1 2026 | Apr 15, 2026 |
| Fidelis Wealth Advisors LLC | History | Added to | 27,703 | 15,989 | 23.29% | 24.32% | 793 | +392 | 1.44% | Q1 2026 | May 12, 2026 |
| NFSG Corp | History | Added to | 27,685 | 15,979 | 2.63% | 2.52% | 794 | +1,262 | 4.78% | Q1 2026 | May 05, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 27,656 | 15,962 | 1.8% | 1.87% | 795 | -79 | -0.28% | Q1 2026 | Apr 16, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 27,460 | 15,849 | 2.77% | 2.92% | 796 | +432 | 1.6% | Q1 2026 | Apr 23, 2026 |
| MATHER GROUP, LLC. | History | Added to | 27,385 | 15,806 | 0.16% | 0.15% | 797 | +2,963 | 12.13% | Q1 2026 | Apr 13, 2026 |
| Indivisible Partners | History | Added to | 27,382 | 15,804 | 1.4% | 0.74% | 798 | +16,302 | 147.13% | Q1 2026 | Apr 30, 2026 |
| Procyon Advisors, LLC | History | Added to | 27,209 | 15,704 | 0.77% | 0.72% | 799 | +3,552 | 15.01% | Q1 2026 | May 04, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 27,164 | 15,678 | 0.96% | 1.35% | 800 | -18,307 | -40.26% | Q1 2026 | Apr 28, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 27,155 | 15,673 | 1.68% | 1.69% | 801 | +427 | 1.6% | Q1 2026 | Apr 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 27,109 | 15,647 | 0.48% | 0.61% | 802 | +234 | 0.87% | Q1 2026 | May 15, 2026 |
| Financial Concepts Unlimited, Inc. | History | New | 27,107 | 15,645 | 14.02% | — | 803 | +27,107 | New | Q1 2026 | May 05, 2026 |
| Estate Planners Group, LLC | History | Added to | 27,037 | 15,605 | 7.5% | 6.92% | 804 | +1,052 | 4.05% | Q1 2026 | May 11, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 26,972 | 15,567 | 0.89% | 1.05% | 805 | -1,672 | -5.84% | Q1 2026 | Apr 09, 2026 |
| Bay Capital Advisors, LLC | History | Added to | 26,955 | 15,558 | 9.59% | 9.83% | 806 | +728 | 2.78% | Q1 2026 | Apr 22, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Added to | 26,944 | 15,551 | 2.48% | 2.46% | 807 | +1,425 | 5.58% | Q1 2026 | May 15, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 26,885 | 15,513 | 1.98% | 2.99% | 808 | -12,879 | -32.39% | Q1 2026 | Apr 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 26,694 | 15,407 | 0.06% | — | 809 | +26,694 | New | Q1 2026 | May 12, 2026 |
| jvl associates llc | History | Reduced | 26,681 | 15,400 | 5.16% | 5.48% | 810 | -744 | -2.71% | Q1 2026 | Apr 16, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 26,653 | 15,383 | 0.19% | 0.24% | 811 | -3,539 | -11.72% | Q1 2026 | May 08, 2026 |
| Pachira Investments Inc. | History | Added to | 26,593 | 15,348 | 7.17% | 7.5% | 812 | +1,518 | 6.05% | Q1 2026 | Apr 27, 2026 |
| Destination Wealth Management | History | Added to | 26,563 | 15,331 | 0.4% | 0.34% | 813 | +5,439 | 25.75% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 31,824 | 15,292 | 0.35% | 0.22% | 814 | +24,333 | 324.83% | Q1 2026 | Apr 27, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 26,450 | 15,266 | 0.22% | 0.25% | 815 | -766 | -2.81% | Q1 2026 | Apr 17, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 26,407 | 15,241 | 1.85% | 1.82% | 816 | +9 | 0.03% | Q1 2026 | May 14, 2026 |
| Davidson Capital Management Inc. | History | Reduced | 26,400 | 15,237 | 2.76% | 7.11% | 817 | -27,087 | -50.64% | Q1 2026 | Apr 14, 2026 |
| WESBANCO BANK INC | History | Added to | 26,256 | 15,154 | 0.42% | 0.43% | 818 | +778 | 3.05% | Q1 2026 | Apr 21, 2026 |
| LJI Wealth Management, LLC | History | Added to | 26,231 | 15,140 | 2.42% | 2.38% | 819 | +771 | 3.03% | Q1 2026 | May 04, 2026 |
| 360 Financial, Inc. | History | Reduced | 26,193 | 15,118 | 4.56% | 4.97% | 820 | -560 | -2.09% | Q1 2026 | May 07, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 26,149 | 15,092 | 3.76% | 3.84% | 821 | +931 | 3.69% | Q1 2026 | Apr 28, 2026 |
| Claro Advisors Inc. | History | Added to | 26,121 | 15,076 | 1.82% | 2.11% | 822 | +889 | 3.52% | Q1 2026 | Apr 21, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 26,041 | 15,030 | 0.11% | 0.12% | 823 | -2,545 | -8.9% | Q1 2026 | May 15, 2026 |
| Rareview Capital LLC | History | Added to | 27,169 | 14,987 | 8.79% | 9.12% | 824 | +1,681 | 6.6% | Q1 2026 | Apr 27, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 25,948 | 14,976 | 3.28% | 4.05% | 825 | -3,673 | -12.4% | Q1 2026 | Apr 27, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 25,923 | 14,962 | 2.31% | 1.94% | 826 | +6,059 | 30.5% | Q1 2026 | May 06, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 25,833 | 14,910 | 2.06% | 2.1% | 827 | -219 | -0.84% | Q1 2026 | Apr 09, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 25,806 | 14,894 | 10.12% | 10.34% | 828 | +1,160 | 4.71% | Q1 2026 | Apr 23, 2026 |
| Tempo Wealth, LLC | History | Added to | 25,785 | 14,882 | 2.6% | 2.56% | 829 | +2,385 | 10.19% | Q1 2026 | May 14, 2026 |
| Purpose Unlimited Inc. | History | Reduced | 25,653 | 14,806 | 0.61% | 3.34% | 830 | -93,114 | -78.4% | Q1 2026 | May 15, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Reduced | 25,630 | 14,793 | 6.15% | 7.35% | 831 | -1,615 | -5.93% | Q1 2026 | May 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 25,527 | 14,733 | 0.36% | 0.4% | 832 | -716 | -2.73% | Q1 2026 | Apr 29, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 25,454 | 14,691 | 5.46% | 5.89% | 833 | -629 | -2.41% | Q1 2026 | May 06, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 25,451 | 14,689 | 1.61% | 1.71% | 834 | -440 | -1.7% | Q1 2026 | Apr 23, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 25,445 | 14,686 | 0.78% | 0.95% | 835 | -5,050 | -16.56% | Q1 2026 | Apr 29, 2026 |
| Kultura Capital Management LP | History | New | 25,400 | 14,660 | 2.3% | — | 836 | +25,400 | New | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 23,834 | 14,641 | 0.29% | 0.29% | 837 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| AlTi Global, Inc. | History | Added to | 25,209 | 14,594 | 0.32% | 0.31% | 838 | +1,842 | 7.88% | Q1 2026 | May 07, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 25,267 | 14,585 | 5.08% | 5.41% | 839 | +882 | 3.62% | Q1 2026 | Apr 15, 2026 |
| Continuum Advisory, LLC | History | Reduced | 25,238 | 14,567 | 1.4% | 1.57% | 840 | -316 | -1.24% | Q1 2026 | Apr 22, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 25,223 | 14,558 | 0.16% | 0.17% | 841 | -147 | -0.58% | Q1 2026 | May 13, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 25,196 | 14,542 | 7.23% | 7.87% | 842 | -119 | -0.47% | Q1 2026 | May 14, 2026 |
| SageGuard Financial Group, LLC | History | Added to | 25,136 | 14,508 | 2.24% | 2.38% | 843 | +796 | 3.27% | Q1 2026 | Apr 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 25,125 | 14,501 | 0.64% | 0.74% | 844 | -452 | -1.77% | Q1 2026 | Apr 28, 2026 |
| Keystone Financial Group | History | Added to | 25,017 | 14,485 | 0.99% | 0.96% | 845 | +3,796 | 17.89% | Q1 2026 | May 13, 2026 |
| Coral Wealth Management, LLC | History | New | 25,093 | 14,483 | 16.2% | — | 846 | +25,093 | New | Q1 2026 | May 15, 2026 |
| Legend Financial Advisors, Inc. | History | Added to | 25,061 | 14,464 | 9.32% | 9.2% | 847 | +323 | 1.31% | Q1 2026 | Apr 24, 2026 |
| GERBER, LLC | History | Added to | 25,061 | 14,464 | 8.07% | 8.52% | 848 | +193 | 0.78% | Q1 2026 | Apr 22, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 24,869 | 14,377 | 4.5% | 4.81% | 849 | +352 | 1.44% | Q1 2026 | May 14, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 24,871 | 14,355 | 0.61% | 0.65% | 850 | -330 | -1.31% | Q1 2026 | May 08, 2026 |
| Ebert Capital Management Inc. | History | Added to | 24,826 | 14,329 | 14.63% | 14.91% | 851 | +27 | 0.11% | Q1 2026 | Apr 10, 2026 |
| Seros Financial, LLC | History | Reduced | 24,799 | 14,313 | 9.11% | 9.92% | 852 | -2,724 | -9.9% | Q1 2026 | May 05, 2026 |
| Choate Investment Advisors | History | No change | 24,791 | 14,308 | 0.28% | 0.3% | 853 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 24,769 | 14,296 | 0.02% | 0.32% | 854 | -322,728 | -92.87% | Q1 2026 | May 14, 2026 |
| Rezny Wealth Management, Inc. | History | No change | 24,718 | 14,266 | 3.07% | 3.06% | 855 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Gerald Baker Financial Group LLC | History | New | 24,631 | 14,216 | 4.5% | — | 856 | +24,631 | New | Q1 2026 | May 06, 2026 |
| Alpha Zero LLC | History | Added to | 24,517 | 14,150 | 7.16% | 8.04% | 857 | +560 | 2.34% | Q1 2026 | May 07, 2026 |
| Bogart Wealth, LLC | History | Added to | 24,460 | 14,118 | 0.54% | 0.58% | 858 | +1,121 | 4.8% | Q1 2026 | Apr 28, 2026 |
| Financial Freedom, LLC | History | Reduced | 24,410 | 14,088 | 7.02% | 7.56% | 859 | -391 | -1.58% | Q1 2026 | Apr 30, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 24,305 | 14,024 | 3.39% | 3.7% | 860 | -2,352 | -8.82% | Q1 2026 | Apr 17, 2026 |
| Union Bancaire Privee, UBP SA | History | Reduced | 25,635 | 14,003 | 0.19% | 0.18% | 861 | -105 | -0.41% | Q1 2026 | Apr 22, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 19,599 | 13,939 | 0.28% | 0.27% | 862 | +433 | 2.26% | Q1 2026 | May 11, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 24,046 | 13,878 | 2.79% | 2.85% | 863 | +1,247 | 5.47% | Q1 2026 | May 12, 2026 |
| Finley Financial, LLC | History | Reduced | 24,001 | 13,852 | 6.49% | 6.82% | 864 | -235 | -0.97% | Q1 2026 | Apr 22, 2026 |
| Davidson Kahn Capital Management, LLC | History | Added to | 23,804 | 13,819 | 7.37% | 7.32% | 865 | +880 | 3.84% | Q1 2026 | Apr 22, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 23,933 | 13,813 | 0.37% | 0.36% | 866 | +923 | 4.01% | Q1 2026 | May 01, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 23,898 | 13,792 | 3.57% | 4.14% | 867 | -239 | -0.99% | Q1 2026 | May 06, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 23,837 | 13,757 | 6.55% | 7.0% | 868 | +391 | 1.67% | Q1 2026 | May 05, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 23,810 | 13,742 | 5.52% | 5.78% | 869 | -1,647 | -6.47% | Q1 2026 | Apr 13, 2026 |
| JSF Financial, LLC | History | Reduced | 23,759 | 13,713 | 2.69% | 3.1% | 870 | -623 | -2.56% | Q1 2026 | May 07, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 23,646 | 13,647 | 3.43% | 3.76% | 871 | -356 | -1.48% | Q1 2026 | May 05, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 23,476 | 13,549 | 4.5% | 5.25% | 872 | -6 | -0.03% | Q1 2026 | May 12, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 23,431 | 13,523 | 1.96% | 2.08% | 873 | -375 | -1.58% | Q1 2026 | Apr 20, 2026 |
| Owen LaRue, LLC | History | Added to | 23,416 | 13,515 | 5.19% | 5.23% | 874 | +1,052 | 4.7% | Q1 2026 | Apr 30, 2026 |
| Avior Wealth Management, LLC | History | Added to | 23,372 | 13,489 | 0.38% | 0.39% | 875 | +3,016 | 14.82% | Q1 2026 | Apr 09, 2026 |
| Maven Securities LTD | History | Reduced | 23,332 | 13,463 | 0.26% | 1.36% | 876 | -76,668 | -76.67% | Q1 2026 | May 15, 2026 |
| Plotkin Financial Advisors, LLC | History | Added to | 23,222 | 13,403 | 6.73% | 6.9% | 877 | +211 | 0.92% | Q1 2026 | May 11, 2026 |
| Refined Wealth Management | History | Reduced | 23,203 | 13,392 | 8.45% | 10.6% | 878 | -2,423 | -9.46% | Q1 2026 | Apr 21, 2026 |
| National Philanthropic Trust | History | Reduced | 23,184 | 13,381 | 0.14% | 0.15% | 879 | -2,167 | -8.55% | Q1 2026 | May 15, 2026 |
| Jacksonville Wealth Management, LLC | History | Added to | 23,181 | 13,379 | 9.04% | 9.28% | 880 | +1,843 | 8.64% | Q1 2026 | Apr 28, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 23,158 | 13,366 | 0.7% | 0.75% | 881 | -198 | -0.85% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 23,153 | 13,363 | 1.11% | 1.18% | 882 | -455 | -1.93% | Q1 2026 | May 01, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Reduced | 23,063 | 13,311 | 10.0% | 10.65% | 883 | -459 | -1.95% | Q1 2026 | Apr 23, 2026 |
| Haverford Trust Co | History | Reduced | 23,024 | 13,288 | 0.12% | 0.13% | 884 | -1,207 | -4.98% | Q1 2026 | May 11, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 22,954 | 13,248 | 1.83% | 1.51% | 885 | +5,357 | 30.44% | Q1 2026 | Apr 21, 2026 |
| Erickson Financial Group, LLC | History | Added to | 22,924 | 13,231 | 8.29% | 8.48% | 886 | +436 | 1.94% | Q1 2026 | Apr 08, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 22,923 | 13,230 | 0.68% | 0.78% | 887 | -930 | -3.9% | Q1 2026 | Apr 17, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Reduced | 22,881 | 13,206 | 3.03% | 3.19% | 888 | -72 | -0.31% | Q1 2026 | May 14, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 22,842 | 13,183 | 4.07% | 3.08% | 889 | +6,326 | 38.3% | Q1 2026 | Apr 20, 2026 |
| Chris Bulman Inc | History | Reduced | 22,824 | 13,174 | 5.77% | 7.36% | 890 | -4,269 | -15.76% | Q1 2026 | Apr 13, 2026 |
| Cypress Capital Group | History | Added to | 22,792 | 13,155 | 1.48% | 1.56% | 891 | +136 | 0.6% | Q1 2026 | May 15, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 22,699 | 13,101 | 0.9% | 1.34% | 892 | -12,405 | -35.34% | Q1 2026 | May 21, 2026 |
| FIRST HORIZON CORP | History | Reduced | 22,611 | 13,050 | 0.55% | 0.63% | 893 | -177 | -0.78% | Q1 2026 | Apr 30, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 22,567 | 13,025 | 0.82% | 0.87% | 894 | +1,124 | 5.24% | Q1 2026 | Apr 27, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 21,196 | 13,021 | 0.45% | 0.45% | 895 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sepio Capital, LP | History | Added to | 22,523 | 12,999 | 0.71% | 0.66% | 896 | +2,748 | 13.9% | Q1 2026 | May 13, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 22,522 | 12,999 | 6.63% | 5.73% | 897 | +496 | 2.25% | Q1 2026 | May 15, 2026 |
| Sonoma Allocations LLC | History | Reduced | 22,130 | 12,995 | 4.49% | 4.84% | 898 | -1,144 | -4.92% | Q1 2026 | May 19, 2026 |
| RESOLUTE CAPITAL, LLC | History | Added to | 22,468 | 12,968 | 5.25% | 5.25% | 899 | +2,010 | 9.83% | Q1 2026 | May 12, 2026 |
| Berger Financial Group, Inc | History | Reduced | 22,288 | 12,864 | 0.72% | 0.84% | 900 | -1,215 | -5.17% | Q1 2026 | Apr 28, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 22,244 | 12,840 | 3.07% | 3.75% | 901 | -234 | -1.04% | Q1 2026 | May 07, 2026 |
| Element Squared LLC | History | Added to | 22,136 | 12,776 | 7.21% | 3.7% | 902 | +11,030 | 99.32% | Q1 2026 | Apr 23, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 22,065 | 12,735 | 2.72% | 2.99% | 903 | -1,062 | -4.59% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 20,687 | 12,708 | 0.0% | 0.0% | 904 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 21,959 | 12,674 | 0.2% | 0.21% | 905 | -889 | -3.89% | Q1 2026 | May 15, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Added to | 21,850 | 12,611 | 0.16% | 0.16% | 906 | +300 | 1.39% | Q1 2026 | May 08, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 21,840 | 12,606 | 1.3% | 1.3% | 907 | +137 | 0.63% | Q1 2026 | May 11, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 21,779 | 12,599 | 2.77% | 2.98% | 908 | -194 | -0.88% | Q1 2026 | May 13, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 21,794 | 12,579 | 6.78% | 1.6% | 909 | +17,107 | 364.99% | Q1 2026 | May 14, 2026 |
| CENTRAL TRUST Co | History | Reduced | 21,787 | 12,574 | 0.25% | 0.3% | 910 | -2,999 | -12.1% | Q1 2026 | Apr 17, 2026 |
| Alliance Wealth Advisors, LLC | History | Added to | 21,771 | 12,565 | 5.5% | 5.7% | 911 | +446 | 2.09% | Q1 2026 | May 13, 2026 |
| Sovran Advisors, LLC | History | Added to | 18,802 | 12,555 | 0.99% | 0.95% | 912 | +770 | 4.27% | Q1 2026 | May 01, 2026 |
| Baron Financial Group, LLC | History | Added to | 21,667 | 12,505 | 6.74% | 7.06% | 913 | +233 | 1.09% | Q1 2026 | Apr 09, 2026 |
| Focus Partners Wealth | History | Reduced | 19,841 | 12,480 | 0.01% | 0.04% | 914 | -30,481 | -60.57% | Q1 2026 | May 14, 2026 |
| Cadia Private Client LLC | History | Reduced | 21,617 | 12,476 | 10.12% | 10.84% | 915 | -610 | -2.74% | Q1 2026 | May 20, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Added to | 21,586 | 12,458 | 3.48% | 3.25% | 916 | +3,052 | 16.47% | Q1 2026 | May 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 21,558 | 12,442 | 0.76% | 0.81% | 917 | +674 | 3.23% | Q1 2026 | Apr 13, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Added to | 21,493 | 12,405 | 0.06% | 0.06% | 918 | +1,200 | 5.91% | Q1 2026 | May 14, 2026 |
| Planned Solutions, Inc. | History | Reduced | 21,400 | 12,351 | 4.04% | 4.3% | 919 | -409 | -1.88% | Q1 2026 | Apr 09, 2026 |
| Midwest Trust Co | History | Added to | 21,339 | 12,316 | 0.15% | 0.11% | 920 | +6,779 | 46.56% | Q1 2026 | May 01, 2026 |
| RVW Wealth, LLC | History | Reduced | 21,306 | 12,297 | 0.96% | 1.0% | 921 | -69 | -0.32% | Q1 2026 | Apr 08, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 20,001 | 12,286 | 4.09% | 4.09% | 922 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Ascentis Independent Advisors | History | Added to | 21,164 | 12,216 | 0.92% | 1.16% | 923 | +9,504 | 81.51% | Q1 2026 | Apr 28, 2026 |
| Ciovacco Capital Management LLC | History | Reduced | 21,131 | 12,196 | 7.11% | 6.89% | 924 | -1,247 | -5.57% | Q1 2026 | May 11, 2026 |
| Concord Investment Counsel Inc. | History | Reduced | 21,123 | 12,191 | 4.11% | 4.8% | 925 | -2,957 | -12.28% | Q1 2026 | May 12, 2026 |
| CFM WEALTH PARTNERS LLC | History | Added to | 21,105 | 12,181 | 1.83% | 1.68% | 926 | +2,212 | 11.71% | Q1 2026 | Apr 21, 2026 |
| Peak Retirement Planning, Inc. | History | Reduced | 21,007 | 12,124 | 2.42% | 5.68% | 927 | -18,456 | -46.77% | Q1 2026 | May 11, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | Added to | 21,000 | 12,120 | 0.85% | 0.99% | 928 | +1,000 | 5.0% | Q1 2026 | May 14, 2026 |
| Family Office Research LLC | History | Reduced | 20,999 | 12,120 | 5.27% | 5.41% | 929 | -306 | -1.44% | Q1 2026 | May 13, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 20,952 | 12,092 | 1.16% | 1.21% | 930 | -254 | -1.2% | Q1 2026 | Apr 16, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 20,941 | 12,086 | 0.07% | 0.83% | 931 | -231,163 | -91.69% | Q1 2026 | Apr 15, 2026 |
| LGL PARTNERS, LLC | History | Reduced | 20,847 | 12,032 | 4.95% | 5.71% | 932 | -936 | -4.3% | Q1 2026 | May 14, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 19,505 | 11,982 | 7.49% | 7.49% | 933 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 20,675 | 11,932 | 1.3% | 1.11% | 934 | +5,205 | 33.65% | Q1 2026 | May 11, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 20,590 | 11,884 | 6.08% | 6.6% | 935 | +257 | 1.26% | Q1 2026 | May 01, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 20,552 | 11,862 | 0.89% | 0.93% | 936 | +1,898 | 10.17% | Q1 2026 | May 13, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 20,503 | 11,833 | 1.56% | 1.63% | 937 | +23 | 0.11% | Q1 2026 | Apr 27, 2026 |
| HMS Capital Management, LLC | History | Reduced | 20,478 | 11,819 | 4.57% | 5.34% | 938 | -534 | -2.54% | Q1 2026 | Apr 22, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 20,469 | 11,814 | 6.36% | 6.61% | 939 | -160 | -0.78% | Q1 2026 | May 14, 2026 |
| White Wing Wealth Management | History | Reduced | 20,394 | 11,770 | 7.06% | 8.06% | 940 | -1,592 | -7.24% | Q1 2026 | Apr 13, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 20,336 | 11,738 | 4.25% | 4.6% | 941 | -2,043 | -9.13% | Q1 2026 | May 12, 2026 |
| Mach-1 Financial Group, LLC | History | Reduced | 20,273 | 11,701 | 4.12% | 2.84% | 942 | -2,216 | -9.85% | Q1 2026 | May 13, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 20,253 | 11,689 | 0.93% | 0.98% | 943 | -36 | -0.18% | Q1 2026 | May 15, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 20,212 | 11,665 | 0.57% | 0.62% | 944 | -701 | -3.35% | Q1 2026 | May 04, 2026 |
| Arch Global Advisors, LLC | History | New | 20,193 | 11,655 | 6.08% | — | 945 | +20,193 | New | Q1 2026 | Apr 15, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 20,131 | 11,619 | 1.32% | 1.41% | 946 | +62 | 0.31% | Q1 2026 | May 15, 2026 |
| Markin Volterra Fund LP | History | New | 20,100 | 11,601 | 17.86% | — | 947 | +20,100 | New | Q1 2026 | May 15, 2026 |
| Next Capital Management LLC | History | Reduced | 20,091 | 11,596 | 3.51% | 4.21% | 948 | -1,333 | -6.22% | Q1 2026 | May 07, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 20,075 | 11,587 | 4.86% | 5.02% | 949 | -219 | -1.08% | Q1 2026 | Apr 22, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 20,552 | 11,573 | 1.59% | 1.72% | 950 | +358 | 1.77% | Q1 2026 | Apr 23, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 20,044 | 11,568 | 0.8% | 0.91% | 951 | -1,486 | -6.9% | Q1 2026 | May 12, 2026 |
| Maxi Investments CY Ltd | History | New | 20,000 | 11,544 | 2.52% | — | 952 | +20,000 | New | Q1 2026 | May 14, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 20,000 | 11,543 | 0.28% | 2.79% | 953 | -170,000 | -89.47% | Q1 2026 | May 15, 2026 |
| Union Square Park Capital Management, LLC | History | Reduced | 20,000 | 11,543 | 6.56% | 14.77% | 954 | -30,000 | -60.0% | Q1 2026 | May 15, 2026 |
| Beartown Capital Management, LLC | History | New | 20,000 | 11,543 | 5.53% | — | 955 | +20,000 | New | Q1 2026 | May 14, 2026 |
| Junk Investment Group, LLC | History | New | 19,995 | 11,540 | 6.05% | — | 956 | +19,995 | New | Q1 2026 | May 08, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 19,962 | 11,521 | 1.03% | 1.09% | 957 | -236 | -1.17% | Q1 2026 | Apr 30, 2026 |
| McAlister, Sweet & Associates, Inc. | History | New | 19,906 | 11,489 | 7.16% | — | 958 | +19,906 | New | Q1 2026 | Apr 02, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 19,892 | 11,481 | 3.95% | 4.01% | 959 | +1,367 | 7.38% | Q1 2026 | May 08, 2026 |
| Pure Financial Advisors, LLC | History | New | 19,885 | 11,476 | 0.16% | — | 960 | +19,885 | New | Q1 2026 | Apr 10, 2026 |
| Mullooly Asset Management, Inc. | History | Reduced | 19,839 | 11,457 | 4.23% | 4.65% | 961 | -838 | -4.05% | Q1 2026 | May 07, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 19,802 | 11,429 | 1.14% | 1.2% | 962 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Peak Asset Management, LLC | History | Added to | 19,792 | 11,423 | 2.02% | 2.02% | 963 | +513 | 2.66% | Q1 2026 | May 14, 2026 |
| Scissortail Wealth Management, LLC | History | Reduced | 19,664 | 11,349 | 2.28% | 3.11% | 964 | -2,547 | -11.47% | Q1 2026 | Apr 23, 2026 |
| HFG Advisors, Inc. | History | Reduced | 19,639 | 11,335 | 7.98% | 9.03% | 965 | -658 | -3.24% | Q1 2026 | May 08, 2026 |
| Carr Financial Group Corp | History | Added to | 19,640 | 11,335 | 2.99% | 3.21% | 966 | +11 | 0.06% | Q1 2026 | May 12, 2026 |
| FORMULATE FINANCIAL LLC | History | Added to | 19,608 | 11,316 | 13.97% | 14.04% | 967 | +105 | 0.54% | Q1 2026 | Apr 29, 2026 |
| Osbon Capital Management LLC | History | Added to | 19,569 | 11,294 | 9.22% | 10.82% | 968 | +732 | 3.89% | Q1 2026 | May 15, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 19,548 | 11,282 | 1.3% | 1.49% | 969 | +61 | 0.31% | Q1 2026 | May 08, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 19,527 | 11,270 | 4.72% | 3.9% | 970 | +2,385 | 13.91% | Q1 2026 | May 15, 2026 |
| Calamos Wealth Management LLC | History | Added to | 19,510 | 11,260 | 0.39% | 0.25% | 971 | +7,532 | 62.88% | Q1 2026 | May 04, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 19,505 | 11,257 | 2.83% | 2.94% | 972 | +1,025 | 5.55% | Q1 2026 | Apr 09, 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | History | Added to | 16,466 | 11,222 | 8.41% | 0.32% | 973 | +15,715 | 2092.54% | Q1 2026 | May 05, 2026 |
| Strategic Financial Group, LLC | History | New | 19,435 | 11,217 | 11.55% | — | 974 | +19,435 | New | Q1 2026 | Apr 29, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 19,422 | 11,210 | 2.17% | 1.94% | 975 | -1,726 | -8.16% | Q1 2026 | Apr 29, 2026 |
| North Star Investment Management Corp. | History | Added to | 19,330 | 11,156 | 0.68% | 0.73% | 976 | +520 | 2.76% | Q1 2026 | Apr 23, 2026 |
| Midwest Financial Group LLC | History | Added to | 19,194 | 11,078 | 4.72% | 5.05% | 977 | +595 | 3.2% | Q1 2026 | Apr 22, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 19,192 | 11,077 | 2.57% | 2.79% | 978 | -126 | -0.65% | Q1 2026 | May 06, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 19,132 | 11,042 | 0.03% | 0.03% | 979 | -858 | -4.29% | Q1 2026 | May 14, 2026 |
| Caldwell Trust Co | History | Reduced | 19,091 | 11,018 | 0.98% | 1.05% | 980 | -158 | -0.82% | Q1 2026 | Apr 22, 2026 |
| Carnegie Investment Counsel | History | Reduced | 19,055 | 10,998 | 0.21% | 0.22% | 981 | -719 | -3.64% | Q1 2026 | May 01, 2026 |
| Crewe Advisors LLC | History | Reduced | 19,047 | 10,993 | 0.94% | 1.06% | 982 | -347 | -1.79% | Q1 2026 | May 07, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 19,046 | 10,992 | 0.43% | 1.19% | 983 | +1,581 | 9.05% | Q1 2026 | May 15, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 19,033 | 10,985 | 1.88% | 2.47% | 984 | +1,837 | 10.68% | Q1 2026 | Apr 09, 2026 |
| IPG Investment Advisors LLC | History | Added to | 18,902 | 10,909 | 1.87% | 1.88% | 985 | +1,450 | 8.31% | Q1 2026 | May 12, 2026 |
| Cresta Advisors, Ltd. | History | Added to | 18,872 | 10,892 | 4.46% | 4.78% | 986 | +296 | 1.59% | Q1 2026 | Apr 27, 2026 |
| Fortress Financial Solutions, LLC | History | Reduced | 18,865 | 10,888 | 11.38% | 13.02% | 987 | -1,848 | -8.92% | Q1 2026 | May 04, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 19,491 | 10,881 | 0.64% | 0.68% | 988 | -1,292 | -6.22% | Q1 2026 | May 14, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 17,773 | 10,860 | 1.31% | 2.54% | 989 | -14,209 | -44.43% | Q1 2026 | Apr 22, 2026 |
| Elevation Capital Advisory, LLC | History | Reduced | 18,804 | 10,853 | 4.62% | 5.39% | 990 | -2,674 | -12.45% | Q1 2026 | May 08, 2026 |
| Red Door Wealth Management, LLC | History | Reduced | 18,682 | 10,783 | 1.12% | 1.2% | 991 | -116 | -0.62% | Q1 2026 | Apr 22, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | Reduced | 18,675 | 10,778 | 0.06% | 0.18% | 992 | -35,954 | -65.81% | Q1 2026 | May 13, 2026 |
| JP Wealth Management, Inc. | History | Reduced | 18,646 | 10,762 | 7.3% | 8.25% | 993 | -347 | -1.83% | Q1 2026 | Apr 15, 2026 |
| O'Connor Financial Group LLC | History | Added to | 18,632 | 10,753 | 4.4% | 4.57% | 994 | +228 | 1.24% | Q1 2026 | Apr 23, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 18,467 | 10,734 | 4.04% | 4.2% | 995 | +753 | 4.25% | Q1 2026 | Apr 29, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 19,159 | 10,696 | 1.63% | 4.58% | 996 | -29,270 | -60.44% | Q1 2026 | May 07, 2026 |
| EFG International AG | History | Reduced | 18,510 | 10,684 | 0.23% | 0.25% | 997 | -2,900 | -13.55% | Q1 2026 | May 15, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 18,468 | 10,659 | 1.29% | 0.56% | 998 | +11,248 | 155.79% | Q1 2026 | May 06, 2026 |
| Solano Wealth Investment Advisors LLC | History | Reduced | 18,468 | 10,659 | 5.31% | 5.68% | 999 | -192 | -1.03% | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | Added to | 18,458 | 10,653 | 1.12% | 1.3% | 1000 | +48 | 0.26% | Q1 2026 | Apr 29, 2026 |
| Trek Financial, LLC | History | Reduced | 18,440 | 10,643 | 0.56% | 0.96% | 1001 | -8,456 | -31.44% | Q1 2026 | May 13, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Reduced | 18,422 | 10,632 | 6.85% | 8.0% | 1002 | -664 | -3.48% | Q1 2026 | Apr 21, 2026 |
| Constant Guidance Financial LLC | History | New | 18,385 | 10,611 | 7.34% | — | 1003 | +18,385 | New | Q1 2026 | May 15, 2026 |
| Aristides Capital LLC | History | Added to | 18,363 | 10,598 | 2.29% | 1.78% | 1004 | +2,013 | 12.31% | Q1 2026 | May 14, 2026 |
| GWN SECURITIES INC. | History | Added to | 18,328 | 10,579 | 2.02% | 2.13% | 1005 | +1,226 | 7.17% | Q1 2026 | May 14, 2026 |
| Somerset Group LLC | History | Added to | 16,265 | 10,553 | 7.84% | 7.6% | 1006 | +114 | 0.71% | Q1 2026 | May 13, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Reduced | 18,267 | 10,543 | 3.8% | 4.58% | 1007 | -1,561 | -7.87% | Q1 2026 | May 14, 2026 |
| WPG Advisers, LLC | History | Added to | 18,262 | 10,540 | 7.77% | 7.94% | 1008 | +843 | 4.84% | Q1 2026 | Apr 29, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 18,208 | 10,509 | 1.68% | 2.13% | 1009 | -795 | -4.18% | Q1 2026 | Apr 30, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 18,158 | 10,480 | 6.44% | 7.51% | 1010 | +143 | 0.79% | Q1 2026 | May 05, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 18,120 | 10,458 | 1.05% | 1.07% | 1011 | +909 | 5.28% | Q1 2026 | Apr 30, 2026 |
| Norris Financial Group, LLC | History | Reduced | 18,094 | 10,443 | 3.41% | 4.47% | 1012 | -3,305 | -15.44% | Q1 2026 | May 20, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 18,067 | 10,427 | 2.29% | 2.48% | 1013 | -300 | -1.63% | Q1 2026 | May 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 18,048 | 10,416 | 0.76% | 0.72% | 1014 | +772 | 4.47% | Q1 2026 | Apr 20, 2026 |
| CMG Global Holdings, LLC | History | Added to | 18,039 | 10,411 | 4.96% | 4.61% | 1015 | +902 | 5.26% | Q1 2026 | May 01, 2026 |
| RDA Financial Network | History | Reduced | 18,035 | 10,409 | 2.6% | 2.67% | 1016 | -35 | -0.19% | Q1 2026 | Apr 08, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 18,011 | 10,395 | 0.15% | 0.2% | 1017 | -969 | -5.11% | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 17,989 | 10,383 | 0.06% | 0.11% | 1018 | -33,077 | -64.77% | Q1 2026 | Apr 29, 2026 |
| StrongBox Wealth, LLC | History | Added to | 17,947 | 10,358 | 3.31% | 3.18% | 1019 | +2,220 | 14.12% | Q1 2026 | May 08, 2026 |
| RWQ Financial Management Services, Inc. | History | Added to | 17,900 | 10,331 | 6.73% | 0.1% | 1020 | +17,549 | 4999.72% | Q1 2026 | May 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 17,876 | 10,317 | 0.42% | 0.46% | 1021 | -286 | -1.57% | Q1 2026 | May 12, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 17,873 | 10,315 | 1.68% | 1.79% | 1022 | +38 | 0.21% | Q1 2026 | Apr 22, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Added to | 17,861 | 10,309 | 3.21% | 3.21% | 1023 | +414 | 2.37% | Q1 2026 | Apr 17, 2026 |
| SHP Wealth Management | History | Added to | 17,820 | 10,288 | 0.78% | 0.81% | 1024 | +783 | 4.6% | Q1 2026 | May 08, 2026 |
| Wealth Quarterback LLC | History | Reduced | 17,793 | 10,269 | 4.04% | 8.53% | 1025 | -20,764 | -53.85% | Q1 2026 | Apr 09, 2026 |
| Plus Group Wealth Advisors LLC | History | Reduced | 17,760 | 10,250 | 11.28% | 12.51% | 1026 | -604 | -3.29% | Q1 2026 | Apr 07, 2026 |
| TSFG, LLC | History | Added to | 17,709 | 10,221 | 1.55% | 1.61% | 1027 | +194 | 1.11% | Q1 2026 | Apr 27, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 16,475 | 10,171 | 4.38% | 4.6% | 1028 | -195 | -1.17% | Q1 2026 | Apr 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 17,582 | 10,148 | 0.76% | 0.89% | 1029 | -1,804 | -9.31% | Q1 2026 | Apr 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 17,549 | 10,129 | 0.31% | 0.34% | 1030 | -121 | -0.68% | Q1 2026 | Apr 27, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 17,386 | 10,101 | 0.54% | 1.0% | 1031 | -5,744 | -24.83% | Q1 2026 | May 14, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 17,471 | 10,083 | 1.14% | 1.25% | 1032 | +58 | 0.33% | Q1 2026 | Apr 07, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 17,453 | 10,073 | 4.73% | 7.52% | 1033 | -10,378 | -37.29% | Q1 2026 | May 14, 2026 |
| Greenland Capital Management LP | History | Added to | 17,408 | 10,047 | 1.28% | 0.65% | 1034 | +7,408 | 74.08% | Q1 2026 | May 15, 2026 |
| Lighthouse Financial LLC | History | Added to | 17,402 | 10,044 | 6.06% | 6.65% | 1035 | +842 | 5.08% | Q1 2026 | May 13, 2026 |
| TKG Advisors, LLC | History | Reduced | 17,341 | 10,009 | 4.14% | 4.31% | 1036 | -59 | -0.34% | Q1 2026 | Apr 24, 2026 |
| Lakeshore Capital Group, Inc. | History | Added to | 17,326 | 10,000 | 8.16% | 8.47% | 1037 | +106 | 0.62% | Q1 2026 | Apr 22, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 17,319 | 9,996 | 0.23% | 0.24% | 1038 | -544 | -3.05% | Q1 2026 | May 13, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 17,319 | 9,996 | 4.06% | 4.18% | 1039 | +4 | 0.02% | Q1 2026 | Apr 24, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 17,270 | 9,968 | 1.1% | 1.46% | 1040 | -3,928 | -18.53% | Q1 2026 | Apr 15, 2026 |
| NORDEN GROUP LLC | History | Reduced | 17,193 | 9,923 | 0.95% | 1.04% | 1041 | -20 | -0.12% | Q1 2026 | Apr 15, 2026 |
| Bayview Asset Management, LLC | History | New | 17,140 | 9,892 | 3.81% | — | 1042 | +17,140 | New | Q1 2026 | May 15, 2026 |
| Balefire, LLC | History | Added to | 17,095 | 9,866 | 1.86% | 2.04% | 1043 | +71 | 0.42% | Q1 2026 | May 07, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 16,033 | 9,848 | 0.48% | 0.46% | 1044 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 14,424 | 9,831 | 2.2% | 1.8% | 1045 | +2,542 | 21.39% | Q1 2026 | May 08, 2026 |
| Chicago Wealth Management, Inc. | History | Added to | 16,998 | 9,810 | 3.92% | 4.13% | 1046 | +268 | 1.6% | Q1 2026 | May 11, 2026 |
| Ancora Advisors LLC | History | Added to | 16,942 | 9,778 | 0.21% | 0.21% | 1047 | +150 | 0.89% | Q1 2026 | May 15, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 16,913 | 9,774 | 1.84% | 1.81% | 1048 | +9,484 | 127.66% | Q1 2026 | Apr 29, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 16,871 | 9,737 | 2.26% | 2.39% | 1049 | -323 | -1.88% | Q1 2026 | May 08, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 16,867 | 9,734 | 0.73% | 0.85% | 1050 | -5,881 | -25.85% | Q1 2026 | May 20, 2026 |
| Seneca House Advisors | History | Reduced | 16,852 | 9,726 | 3.86% | 4.12% | 1052 | -1,056 | -5.9% | Q1 2026 | May 01, 2026 |
| Legacy Advisors, LLC | History | Added to | 16,852 | 9,726 | 1.15% | 1.09% | 1051 | +361 | 2.19% | Q1 2026 | May 05, 2026 |
| Clarius Group, LLC | History | No change | 15,809 | 9,711 | 0.55% | 0.55% | 1053 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Fiduciary Alliance LLC | History | Added to | 15,223 | 9,702 | 0.59% | 0.61% | 1054 | +54 | 0.36% | Q1 2026 | Apr 20, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 16,805 | 9,699 | 1.28% | 1.39% | 1056 | +1,082 | 6.88% | Q1 2026 | May 11, 2026 |
| Prosperitas Financial LLC | History | Reduced | 16,805 | 9,699 | 3.61% | 4.18% | 1055 | -703 | -4.02% | Q1 2026 | May 15, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 16,758 | 9,672 | 2.96% | 8.72% | 1057 | -49,409 | -74.67% | Q1 2026 | May 12, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 16,723 | 9,652 | 0.86% | 1.36% | 1058 | -2,403 | -12.56% | Q1 2026 | May 12, 2026 |
| Krilogy Financial LLC | History | Reduced | 15,005 | 9,610 | 0.31% | 0.34% | 1059 | -866 | -5.46% | Q1 2026 | Apr 17, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 16,648 | 9,608 | 0.04% | 0.05% | 1060 | -1,225 | -6.85% | Q1 2026 | May 07, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 16,609 | 9,586 | 0.7% | 0.77% | 1061 | -1,187 | -6.67% | Q1 2026 | May 05, 2026 |
| Vanguard National Trust Co | History | New | 16,576 | 9,567 | 0.6% | — | 1062 | +16,576 | New | Q1 2026 | May 08, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 16,527 | 9,539 | 1.08% | 1.19% | 1063 | -1,063 | -6.04% | Q1 2026 | May 04, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 16,495 | 9,520 | 1.09% | 0.9% | 1064 | +3,712 | 29.04% | Q1 2026 | May 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | New | 16,491 | 9,518 | 0.01% | — | 1065 | +16,491 | New | Q1 2026 | Apr 30, 2026 |
| KM Capital Management Ltd. | History | New | 13,305 | 9,509 | 6.4% | — | 1066 | +13,305 | New | Q1 2026 | May 15, 2026 |
| Concentrum Wealth Management | History | Reduced | 16,460 | 9,500 | 2.81% | 3.87% | 1067 | -6,088 | -27.0% | Q1 2026 | May 04, 2026 |
| ATALANTA SOSNOFF CAPITAL, LLC | History | Reduced | 16,453 | 9,496 | 0.2% | 0.25% | 1068 | -4,663 | -22.08% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 16,445 | 9,491 | 0.0% | 0.0% | 1069 | +10,990 | 201.47% | Q1 2026 | May 13, 2026 |
| B&D White Capital Company, LLC | History | Added to | 16,415 | 9,474 | 1.17% | 1.08% | 1070 | +1,215 | 7.99% | Q1 2026 | May 13, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 16,403 | 9,467 | 1.33% | 1.42% | 1071 | -592 | -3.48% | Q1 2026 | May 15, 2026 |
| Ratan Capital Management LP | History | Added to | 30,467 | 9,465 | 3.51% | 0.15% | 1072 | +29,603 | 3426.27% | Q1 2026 | May 14, 2026 |
| Lighthouse Investment Partners, LLC | History | Added to | 16,395 | 9,462 | 0.33% | 0.18% | 1073 | +6,395 | 63.95% | Q1 2026 | May 14, 2026 |
| HighRoad Wealth Advisors, LLC | History | Reduced | 16,380 | 9,454 | 9.23% | 9.7% | 1074 | -161 | -0.97% | Q1 2026 | Apr 14, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 16,378 | 9,453 | 3.61% | 3.97% | 1075 | +18 | 0.11% | Q1 2026 | Apr 23, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 16,363 | 9,444 | 2.04% | 3.0% | 1077 | -6,945 | -29.8% | Q1 2026 | May 08, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 16,364 | 9,444 | 0.15% | 0.15% | 1076 | +1,145 | 7.52% | Q1 2026 | Apr 27, 2026 |
| Warner Group LLC | History | Reduced | 16,348 | 9,435 | 6.16% | 6.23% | 1078 | -102 | -0.62% | Q1 2026 | Apr 29, 2026 |
| Arcataur Capital Management LLC | History | Added to | 16,322 | 9,420 | 2.62% | 2.77% | 1079 | +591 | 3.76% | Q1 2026 | Apr 22, 2026 |
| SIMPLEX TRADING, LLC | History | New | 16,296 | 9,405 | 0.01% | — | 1080 | +16,296 | New | Q1 2026 | May 14, 2026 |
| Strategent Financial, LLC | History | Reduced | 16,251 | 9,379 | 6.37% | 6.57% | 1081 | -644 | -3.81% | Q1 2026 | Apr 20, 2026 |
| Americana Partners, LLC | History | Reduced | 16,237 | 9,371 | 0.24% | 0.29% | 1082 | -1,001 | -5.81% | Q1 2026 | May 12, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Added to | 16,235 | 9,370 | 5.04% | 5.12% | 1083 | +565 | 3.61% | Q1 2026 | May 14, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 16,220 | 9,361 | 2.4% | 2.7% | 1084 | +20 | 0.12% | Q1 2026 | Apr 27, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 16,215 | 9,358 | 2.63% | 2.6% | 1085 | +897 | 5.86% | Q1 2026 | Apr 08, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Reduced | 16,206 | 9,353 | 9.13% | 10.35% | 1086 | -300 | -1.82% | Q1 2026 | Apr 24, 2026 |
| Apollon Financial, LLC | History | Added to | 16,107 | 9,296 | 1.29% | 0.64% | 1087 | +8,898 | 123.43% | Q1 2026 | Apr 22, 2026 |
| WNY Asset Management, LLC | History | New | 16,032 | 9,253 | 0.96% | — | 1089 | +16,032 | New | Q1 2026 | May 22, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Reduced | 16,033 | 9,253 | 4.39% | 5.64% | 1088 | -4,665 | -22.54% | Q1 2026 | Apr 15, 2026 |
| CHEMUNG CANAL TRUST CO | History | Reduced | 16,030 | 9,252 | 1.87% | 1.95% | 1090 | -20 | -0.12% | Q1 2026 | Apr 22, 2026 |
| Strengthening Families & Communities, LLC | History | Reduced | 16,030 | 9,251 | 2.31% | 3.74% | 1091 | -1,032 | -6.05% | Q1 2026 | May 11, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 16,026 | 9,249 | 1.21% | 1.22% | 1092 | +51 | 0.32% | Q1 2026 | May 08, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | Reduced | 15,959 | 9,211 | 6.02% | 6.49% | 1093 | -392 | -2.4% | Q1 2026 | Apr 21, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 15,902 | 9,178 | 0.29% | 0.38% | 1094 | -3,511 | -18.09% | Q1 2026 | May 11, 2026 |
| PINCUS CAPITAL MANAGEMENT, LP | History | No change | 15,896 | 9,174 | 6.39% | 6.52% | 1095 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Lansing Street Advisors | History | Reduced | 15,846 | 9,145 | 2.3% | 2.55% | 1096 | -393 | -2.42% | Q1 2026 | Apr 28, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 15,831 | 9,137 | 0.16% | 0.28% | 1097 | -8,656 | -35.35% | Q1 2026 | May 14, 2026 |
| Finivi Inc. | History | Added to | 15,727 | 9,077 | 4.96% | 5.16% | 1098 | +1,209 | 8.33% | Q1 2026 | Apr 10, 2026 |
| All Terrain Financial Advisors, LLC | History | Added to | 15,712 | 9,068 | 2.13% | 2.19% | 1099 | +324 | 2.11% | Q1 2026 | May 12, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 15,695 | 9,058 | 0.34% | 0.34% | 1100 | -1,212 | -7.17% | Q1 2026 | Apr 21, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 15,670 | 9,044 | 0.49% | 0.53% | 1101 | +640 | 4.26% | Q1 2026 | May 11, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 15,623 | 9,017 | 0.17% | 0.16% | 1103 | +1,904 | 13.88% | Q1 2026 | May 12, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 15,623 | 9,017 | 3.31% | 3.67% | 1102 | +39 | 0.25% | Q1 2026 | Apr 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 15,599 | 9,003 | 0.1% | 0.1% | 1104 | +1,053 | 7.24% | Q1 2026 | May 05, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 15,499 | 8,945 | 1.3% | 1.48% | 1105 | -492 | -3.08% | Q1 2026 | Apr 21, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 14,550 | 8,938 | 0.69% | 0.69% | 1106 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 15,445 | 8,914 | 1.88% | 1.97% | 1107 | +200 | 1.31% | Q1 2026 | May 05, 2026 |
| American State Bank (Iowa) | History | Reduced | 15,429 | 8,905 | 4.28% | 4.56% | 1108 | -11 | -0.07% | Q1 2026 | Apr 14, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 15,425 | 8,903 | 0.06% | 0.35% | 1109 | -54,886 | -78.06% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 15,413 | 8,896 | 0.05% | 0.06% | 1110 | -1,829 | -10.61% | Q1 2026 | May 14, 2026 |
| TORNO CAPITAL, LLC | History | New | 15,400 | 8,888 | 1.23% | — | 1111 | +15,400 | New | Q1 2026 | May 15, 2026 |
| Keel Point, LLC | History | No change | 14,467 | 8,887 | 0.54% | 0.54% | 1112 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 15,361 | 8,866 | 1.67% | 1.43% | 1113 | +3,123 | 25.52% | Q1 2026 | Apr 13, 2026 |
| Blue Capital, Inc. | History | Added to | 15,342 | 8,855 | 5.78% | 6.13% | 1114 | +1,343 | 9.59% | Q1 2026 | Apr 24, 2026 |
| Cannon Advisors, Inc. | History | Added to | 15,315 | 8,839 | 6.55% | 6.54% | 1115 | +343 | 2.29% | Q1 2026 | Apr 24, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 13,497 | 8,831 | 2.8% | 1.74% | 1116 | +5,409 | 66.88% | Q1 2026 | May 12, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 15,242 | 8,797 | 3.02% | 3.24% | 1117 | +57 | 0.38% | Q1 2026 | Apr 08, 2026 |
| 9823 Capital, L.P. | History | Added to | 15,226 | 8,788 | 6.63% | 6.14% | 1118 | +726 | 5.01% | Q1 2026 | May 15, 2026 |
| Cedarwood Wealth LLC | History | Added to | 15,098 | 8,714 | 8.8% | 9.7% | 1119 | +1,172 | 8.42% | Q1 2026 | May 05, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 15,081 | 8,704 | 4.61% | 4.53% | 1120 | +1,841 | 13.9% | Q1 2026 | May 13, 2026 |
| Anson Funds Management LP | History | New | 15,000 | 8,657 | 0.76% | — | 1121 | +15,000 | New | Q1 2026 | May 14, 2026 |
| Guardian Wealth Advisors, LLC | History | Reduced | 14,902 | 8,601 | 4.95% | 5.28% | 1122 | -346 | -2.27% | Q1 2026 | May 01, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Reduced | 14,824 | 8,556 | 0.79% | 0.77% | 1123 | -45 | -0.3% | Q1 2026 | Apr 30, 2026 |
| Gradient Investments LLC | History | Reduced | 14,776 | 8,528 | 0.13% | 0.16% | 1124 | -1,284 | -8.0% | Q1 2026 | Apr 13, 2026 |
| Harbour Trust & Investment Management Co | History | Added to | 14,770 | 8,524 | 0.9% | 0.92% | 1125 | +154 | 1.05% | Q1 2026 | Apr 28, 2026 |
| Magnus Financial Group LLC | History | Reduced | 14,705 | 8,487 | 0.69% | 0.7% | 1126 | -297 | -1.98% | Q1 2026 | Apr 10, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 14,698 | 8,483 | 0.8% | 0.87% | 1127 | -435 | -2.87% | Q1 2026 | Apr 17, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 14,625 | 8,441 | 0.93% | 1.03% | 1128 | -260 | -1.75% | Q1 2026 | May 11, 2026 |
| G&S Capital LLC | History | Added to | 14,614 | 8,434 | 2.96% | 3.11% | 1129 | +306 | 2.14% | Q1 2026 | Apr 07, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Added to | 14,586 | 8,418 | 2.11% | 1.96% | 1130 | +2,678 | 22.49% | Q1 2026 | Apr 16, 2026 |
| Main Street Group, LTD | History | Reduced | 14,569 | 8,408 | 2.47% | 3.26% | 1131 | -841 | -5.46% | Q1 2026 | May 06, 2026 |
| Sage Capital Management, LLC | History | Added to | 14,398 | 8,326 | 3.91% | 4.01% | 1132 | +308 | 2.19% | Q1 2026 | Apr 15, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 14,424 | 8,325 | 0.11% | 0.14% | 1133 | +59 | 0.41% | Q1 2026 | May 01, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 14,402 | 8,312 | 3.48% | 3.65% | 1134 | +237 | 1.67% | Q1 2026 | Apr 29, 2026 |
| VMS Asset Management Limited | History | New | 14,400 | 8,311 | 5.07% | — | 1135 | +14,400 | New | Q1 2026 | May 13, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Reduced | 14,369 | 8,293 | 0.94% | 1.02% | 1136 | -958 | -6.25% | Q1 2026 | Apr 30, 2026 |
| Dedeker Financial LLC | History | Reduced | 14,339 | 8,276 | 7.21% | 8.25% | 1137 | -659 | -4.39% | Q1 2026 | Apr 15, 2026 |
| My Personal CFO, LLC | History | Reduced | 14,310 | 8,259 | 3.62% | 3.77% | 1138 | -384 | -2.61% | Q1 2026 | Apr 21, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 14,305 | 8,256 | 0.01% | 0.01% | 1139 | -1,035 | -6.75% | Q1 2026 | May 14, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 14,303 | 8,255 | 0.65% | 0.77% | 1140 | -2,332 | -14.02% | Q1 2026 | Apr 17, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 14,293 | 8,249 | 4.51% | 4.97% | 1141 | -574 | -3.86% | Q1 2026 | Apr 21, 2026 |
| Kellett Wealth Advisors, LLC | History | Reduced | 14,290 | 8,248 | 4.47% | 5.18% | 1142 | -477 | -3.23% | Q1 2026 | May 04, 2026 |
| Clare Market Investments LLC | History | New | 14,285 | 8,245 | 1.72% | — | 1143 | +14,285 | New | Q1 2026 | Apr 29, 2026 |
| HERBST GROUP, LLC | History | Reduced | 14,264 | 8,233 | 5.08% | 5.42% | 1144 | -743 | -4.95% | Q1 2026 | Apr 09, 2026 |
| M3 Advisory Group, LLC | History | Reduced | 14,255 | 8,227 | 5.07% | 5.36% | 1145 | -50 | -0.35% | Q1 2026 | Apr 22, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 14,253 | 8,226 | 1.36% | 1.5% | 1146 | +35 | 0.25% | Q1 2026 | May 08, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 14,241 | 8,219 | 1.89% | 2.03% | 1147 | -207 | -1.43% | Q1 2026 | Apr 28, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 14,198 | 8,194 | 0.53% | 0.5% | 1148 | +1,279 | 9.9% | Q1 2026 | Apr 27, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 14,196 | 8,193 | 0.08% | 0.09% | 1149 | -248 | -1.72% | Q1 2026 | May 14, 2026 |
| Nabity-Jensen Investment Management Inc | History | Added to | 14,155 | 8,169 | 5.67% | 5.76% | 1150 | +309 | 2.23% | Q1 2026 | Apr 21, 2026 |
| First International Bank of Israel Ltd. | History | Added to | 14,110 | 8,144 | 2.39% | 4.09% | 1151 | +173 | 1.24% | Q1 2026 | May 14, 2026 |
| WJ Wealth Management, LLC | History | Added to | 14,080 | 8,126 | 3.81% | 3.62% | 1152 | +603 | 4.47% | Q1 2026 | Apr 28, 2026 |
| Petix & Botte Co | History | Reduced | 13,993 | 8,076 | 1.8% | 1.96% | 1153 | -45 | -0.32% | Q1 2026 | Apr 30, 2026 |
| KIECKHEFER GROUP LLC | History | Added to | 13,983 | 8,070 | 3.81% | 4.03% | 1154 | +205 | 1.49% | Q1 2026 | Apr 21, 2026 |
| Strategic Blueprint, LLC | History | Added to | 13,922 | 8,035 | 0.47% | 0.43% | 1155 | +2,115 | 17.91% | Q1 2026 | Apr 29, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 13,918 | 8,033 | 1.15% | 0.65% | 1156 | +6,736 | 93.79% | Q1 2026 | May 11, 2026 |
| Dale Q Rice Investment Management Ltd | History | Reduced | 13,878 | 8,010 | 6.07% | 6.22% | 1157 | -258 | -1.83% | Q1 2026 | May 08, 2026 |
| Concorde Asset Management, LLC | History | No change | 13,036 | 8,008 | 3.2% | 3.2% | 1158 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| United Capital Management of KS, Inc. | History | Added to | 13,818 | 7,975 | 1.21% | 0.53% | 1159 | +7,615 | 122.76% | Q1 2026 | May 11, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 13,786 | 7,957 | 5.28% | 5.52% | 1160 | -339 | -2.4% | Q1 2026 | Apr 21, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Added to | 13,781 | 7,954 | 5.16% | 5.06% | 1161 | +2,222 | 19.22% | Q1 2026 | May 08, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 13,754 | 7,938 | 0.1% | 0.1% | 1162 | -446 | -3.14% | Q1 2026 | May 06, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 13,745 | 7,933 | 2.36% | 2.7% | 1163 | -843 | -5.78% | Q1 2026 | May 08, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 13,722 | 7,919 | 2.28% | 4.56% | 1164 | -10,785 | -44.01% | Q1 2026 | Apr 13, 2026 |
| Cottage Street Advisors LLC | History | Reduced | 13,692 | 7,903 | 3.42% | 3.61% | 1165 | -192 | -1.38% | Q1 2026 | Apr 20, 2026 |
| Verde Capital Management | History | Reduced | 13,670 | 7,890 | 1.69% | 1.83% | 1166 | -268 | -1.92% | Q1 2026 | Apr 17, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 13,498 | 7,886 | 0.38% | 0.43% | 1168 | -1,035 | -7.12% | Q1 2026 | Apr 27, 2026 |
| FOUNDERS CAPITAL MANAGEMENT, LLC | History | Added to | 13,664 | 7,886 | 1.3% | 1.25% | 1167 | +4 | 0.03% | Q1 2026 | Apr 23, 2026 |
| DSG Capital Advisors, LLC | History | Reduced | 13,576 | 7,835 | 1.25% | 1.29% | 1169 | -15 | -0.11% | Q1 2026 | Apr 27, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 13,573 | 7,834 | 4.58% | 4.73% | 1170 | -72 | -0.53% | Q1 2026 | May 14, 2026 |
| Up Capital Management, Inc. | History | Reduced | 13,562 | 7,827 | 8.78% | 8.6% | 1171 | -2,101 | -13.41% | Q1 2026 | Apr 20, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 13,549 | 7,820 | 6.72% | — | 1172 | +13,549 | New | Q1 2026 | Apr 13, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 12,715 | 7,810 | 0.7% | 0.7% | 1173 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 13,520 | 7,803 | 0.06% | 0.07% | 1174 | -92 | -0.68% | Q1 2026 | May 11, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | Reduced | 13,503 | 7,793 | 2.28% | 5.65% | 1175 | -17,942 | -57.06% | Q1 2026 | May 01, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 13,000 | 7,783 | 0.02% | 0.03% | 1176 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Latko Wealth Management, Ltd. | History | Reduced | 13,458 | 7,767 | 3.79% | 4.12% | 1177 | -228 | -1.67% | Q1 2026 | Apr 29, 2026 |
| Marin Bay Wealth Advisors, LLC | History | Reduced | 13,452 | 7,764 | 4.67% | 5.5% | 1178 | -2,165 | -13.86% | Q1 2026 | May 11, 2026 |
| Safe Harbor Fiduciary, LLC | History | Added to | 13,444 | 7,759 | 7.39% | 7.0% | 1179 | +542 | 4.2% | Q1 2026 | May 15, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 13,377 | 7,720 | 0.73% | 0.76% | 1180 | -10 | -0.07% | Q1 2026 | May 11, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Added to | 13,367 | 7,715 | 5.86% | 5.97% | 1181 | +97 | 0.73% | Q1 2026 | May 08, 2026 |
| Saxony Capital Management, LLC | History | Added to | 13,362 | 7,712 | 4.47% | 3.59% | 1182 | +3,820 | 40.03% | Q1 2026 | Apr 24, 2026 |
| White Pine Investment CO | History | Added to | 13,355 | 7,708 | 1.79% | 1.82% | 1183 | +765 | 6.08% | Q1 2026 | Apr 20, 2026 |
| Martin Capital Advisors, LLP | History | Added to | 13,355 | 7,708 | 4.87% | 4.8% | 1184 | +23 | 0.17% | Q1 2026 | May 05, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 12,544 | 7,705 | 1.83% | 1.83% | 1185 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | No change | 13,342 | 7,700 | 1.14% | 1.27% | 1186 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Phoenix Financial Ltd. | History | Added to | 13,344 | 7,698 | 0.07% | 0.08% | 1187 | +662 | 5.22% | Q1 2026 | May 11, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 13,302 | 7,677 | 1.31% | 1.4% | 1188 | -94 | -0.7% | Q1 2026 | May 04, 2026 |
| IBEX WEALTH ADVISORS | History | Added to | 13,295 | 7,673 | 0.71% | 0.8% | 1189 | +76 | 0.57% | Q1 2026 | Apr 30, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Reduced | 13,279 | 7,664 | 3.66% | 4.15% | 1190 | -2,270 | -14.6% | Q1 2026 | Apr 28, 2026 |
| Vantage Financial Partners, LLC | History | No change | 12,452 | 7,649 | 1.55% | 1.55% | 1191 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 13,230 | 7,636 | 1.32% | 1.34% | 1192 | +410 | 3.2% | Q1 2026 | Apr 13, 2026 |
| EASTERN BANK | History | Reduced | 13,138 | 7,582 | 0.13% | 0.14% | 1193 | -494 | -3.62% | Q1 2026 | Apr 07, 2026 |
| Capital Squared Financial LLC | History | Reduced | 13,058 | 7,536 | 5.75% | 6.4% | 1195 | -299 | -2.24% | Q1 2026 | May 01, 2026 |
| BANK OF HAWAII | History | Reduced | 13,057 | 7,536 | 0.39% | 0.4% | 1194 | -42 | -0.32% | Q1 2026 | May 14, 2026 |
| Oxford Wealth Group, LLC | History | Reduced | 13,030 | 7,520 | 4.11% | 4.09% | 1196 | -652 | -4.77% | Q1 2026 | May 11, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Reduced | 13,030 | 7,520 | 0.72% | 0.77% | 1197 | -1 | -0.01% | Q1 2026 | Apr 22, 2026 |
| Cannon Global Investment Management, LLC | History | New | 13,000 | 7,503 | 14.65% | — | 1198 | +13,000 | New | Q1 2026 | Apr 21, 2026 |
| Fund 1 Investments, LLC | History | New | 13,000 | 7,503 | 0.86% | — | 1199 | +13,000 | New | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 12,966 | 7,483 | 0.25% | 1.35% | 1200 | -65,019 | -83.37% | Q1 2026 | May 18, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 12,964 | 7,482 | 0.11% | 0.1% | 1201 | +1,181 | 10.02% | Q1 2026 | Apr 08, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 12,943 | 7,470 | 0.56% | 0.5% | 1202 | +2,788 | 27.45% | Q1 2026 | Apr 30, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 12,931 | 7,463 | 0.01% | 0.01% | 1203 | -3,063 | -19.15% | Q1 2026 | May 13, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 12,900 | 7,445 | 0.2% | 0.22% | 1204 | +175 | 1.38% | Q1 2026 | May 07, 2026 |
| Narwhal Capital Management | History | Added to | 12,877 | 7,432 | 0.55% | 0.56% | 1205 | +385 | 3.08% | Q1 2026 | Apr 23, 2026 |
| LOWERY THOMAS, LLC | History | Reduced | 12,876 | 7,431 | 4.25% | 4.48% | 1206 | -34 | -0.26% | Q1 2026 | May 13, 2026 |
| BTC Capital Management, Inc. | History | No change | 12,833 | 7,406 | 0.5% | 0.55% | 1207 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Bay Rivers Group | History | Added to | 12,807 | 7,391 | 3.08% | 3.04% | 1208 | +576 | 4.71% | Q1 2026 | Apr 13, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 11,965 | 7,350 | 1.95% | 1.95% | 1209 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Clark Asset Management, LLC | History | Added to | 12,734 | 7,349 | 0.69% | 0.8% | 1210 | +126 | 1.0% | Q1 2026 | Apr 16, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 12,727 | 7,345 | 0.01% | 0.01% | 1211 | -74 | -0.58% | Q1 2026 | May 15, 2026 |
| Southland Equity Partners LLC | History | Added to | 12,712 | 7,337 | 1.43% | 1.53% | 1212 | +90 | 0.71% | Q1 2026 | Apr 14, 2026 |
| Global Trust Wealth Management LLC | History | Reduced | 12,678 | 7,317 | 5.53% | 6.34% | 1214 | -1,244 | -8.94% | Q1 2026 | Apr 14, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 12,679 | 7,317 | 0.57% | 0.57% | 1213 | +925 | 7.87% | Q1 2026 | May 07, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 12,664 | 7,309 | 0.42% | 0.45% | 1215 | -466 | -3.55% | Q1 2026 | May 07, 2026 |
| Strategic Advisors LLC | History | Reduced | 12,658 | 7,306 | 1.21% | 1.22% | 1216 | -28 | -0.22% | Q1 2026 | May 14, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 12,641 | 7,295 | 2.63% | 2.72% | 1217 | +66 | 0.52% | Q1 2026 | May 04, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 12,638 | 7,294 | 1.49% | 1.34% | 1218 | +3,680 | 41.08% | Q1 2026 | Apr 13, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 12,611 | 7,278 | 1.77% | 2.08% | 1220 | -1,111 | -8.1% | Q1 2026 | Apr 10, 2026 |
| Apriem Advisors | History | Reduced | 12,611 | 7,278 | 0.69% | 0.72% | 1219 | -111 | -0.87% | Q1 2026 | May 14, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | New | 12,591 | 7,267 | 0.58% | — | 1221 | +12,591 | New | Q1 2026 | May 15, 2026 |
| Fermata Advisors, LLC | History | Added to | 12,584 | 7,263 | 1.64% | 1.63% | 1222 | +1,520 | 13.74% | Q1 2026 | Apr 08, 2026 |
| LongView Wealth Management | History | Reduced | 11,543 | 7,255 | 1.82% | 1.78% | 1223 | -239 | -2.03% | Q1 2026 | Apr 15, 2026 |
| Leo Wealth, LLC | History | Reduced | 12,568 | 7,254 | 0.53% | 0.56% | 1224 | -92 | -0.73% | Q1 2026 | May 05, 2026 |
| Capital Advisor Network LLC | History | New | 12,552 | 7,244 | 8.51% | — | 1225 | +12,552 | New | Q1 2026 | May 13, 2026 |
| Madrid Financial Services | History | New | 12,510 | 7,220 | 4.26% | — | 1226 | +12,510 | New | Q1 2026 | May 15, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 12,499 | 7,213 | 2.16% | 2.21% | 1227 | +997 | 8.67% | Q1 2026 | Apr 06, 2026 |
| Morangie Management LLC | History | Reduced | 12,469 | 7,197 | 6.62% | 6.19% | 1228 | -198 | -1.56% | Q1 2026 | Apr 20, 2026 |
| Arcus Capital Partners, LLC | History | Reduced | 12,467 | 7,195 | 2.59% | 4.44% | 1229 | -7,676 | -38.11% | Q1 2026 | May 06, 2026 |
| TRUST CO OF VERMONT | History | No change | 11,665 | 7,165 | 0.3% | 0.3% | 1230 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Ruggiero Investments, Inc. | History | Reduced | 12,407 | 7,161 | 6.92% | 13.66% | 1231 | -12,223 | -49.63% | Q1 2026 | May 12, 2026 |
| Oxinas Partners, LLC | History | Added to | 12,389 | 7,150 | 3.27% | 3.42% | 1232 | +826 | 7.14% | Q1 2026 | Apr 10, 2026 |
| Greenhouse Wealth Management, LLC | History | Reduced | 12,294 | 7,096 | 4.39% | 4.47% | 1233 | -2 | -0.02% | Q1 2026 | Apr 23, 2026 |
| RMR Wealth Builders | History | Reduced | 12,279 | 7,086 | 0.56% | 0.62% | 1234 | -308 | -2.45% | Q1 2026 | Apr 22, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 12,272 | 7,083 | 1.2% | 1.25% | 1235 | +111 | 0.91% | Q1 2026 | May 06, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 12,235 | 7,061 | 1.65% | 1.79% | 1236 | +90 | 0.74% | Q1 2026 | May 07, 2026 |
| Empirical Finance, LLC | History | No change | 12,197 | 7,039 | 0.33% | 0.36% | 1237 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EdgeRock Capital LLC | History | Added to | 12,195 | 7,038 | 1.9% | 1.97% | 1238 | +157 | 1.3% | Q1 2026 | Apr 16, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 12,160 | 7,018 | 0.22% | 0.22% | 1239 | +521 | 4.48% | Q1 2026 | Apr 24, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 12,107 | 6,987 | 0.63% | — | 1240 | +12,107 | New | Q1 2026 | Apr 08, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 12,087 | 6,976 | 1.32% | 1.41% | 1241 | -1,528 | -11.22% | Q1 2026 | May 20, 2026 |
| CITY HOLDING CO | History | Added to | 12,082 | 6,973 | 0.87% | 0.81% | 1242 | +1,338 | 12.45% | Q1 2026 | Apr 15, 2026 |
| VICUS CAPITAL | History | Reduced | 12,076 | 6,970 | 0.51% | 0.59% | 1243 | -677 | -5.31% | Q1 2026 | Apr 22, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 12,076 | 6,970 | 0.5% | 0.56% | 1244 | -437 | -3.49% | Q1 2026 | May 06, 2026 |
| Cyr Financial Inc. | History | Added to | 12,075 | 6,969 | 4.1% | 4.29% | 1245 | +864 | 7.71% | Q1 2026 | Apr 24, 2026 |
| Cheviot Value Management, LLC | History | Added to | 12,067 | 6,964 | 0.7% | 0.71% | 1246 | +638 | 5.58% | Q1 2026 | May 12, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 12,062 | 6,961 | 1.72% | 1.98% | 1247 | -1,403 | -10.42% | Q1 2026 | May 14, 2026 |
| Busey Bank | History | Added to | 12,043 | 6,950 | 0.19% | 0.18% | 1249 | +1,063 | 9.68% | Q1 2026 | Apr 28, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 12,043 | 6,950 | 0.19% | 0.21% | 1248 | +26 | 0.22% | Q1 2026 | May 04, 2026 |
| Family Manage LLC | History | Reduced | 12,021 | 6,938 | 0.83% | 1.21% | 1250 | -3,567 | -22.88% | Q1 2026 | May 15, 2026 |
| J. Team Financial, Inc. | History | Added to | 12,019 | 6,936 | 7.76% | 6.76% | 1251 | +1,002 | 9.1% | Q1 2026 | Apr 22, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 11,964 | 6,905 | 1.54% | 1.74% | 1252 | -161 | -1.33% | Q1 2026 | Apr 22, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 11,893 | 6,864 | 1.13% | 1.21% | 1253 | -106 | -0.88% | Q1 2026 | May 12, 2026 |
| WBH ADVISORY INC | History | Reduced | 11,736 | 6,857 | 0.51% | 0.55% | 1254 | -461 | -3.78% | Q1 2026 | Apr 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 11,873 | 6,852 | 1.11% | 0.95% | 1255 | +510 | 4.49% | Q1 2026 | May 15, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 11,871 | 6,851 | 4.48% | 4.97% | 1256 | -657 | -5.24% | Q1 2026 | Apr 28, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 11,854 | 6,841 | 0.65% | 0.69% | 1257 | +66 | 0.56% | Q1 2026 | Apr 10, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 11,829 | 6,827 | 2.78% | 2.91% | 1258 | +29 | 0.25% | Q1 2026 | May 08, 2026 |
| Morse Asset Management, Inc | History | No change | 11,827 | 6,826 | 1.42% | 1.45% | 1259 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Base Wealth Management LLC | History | Reduced | 11,801 | 6,811 | 3.81% | 5.05% | 1260 | -3,460 | -22.67% | Q1 2026 | Apr 29, 2026 |
| TFR Capital, LLC. | History | Added to | 11,740 | 6,776 | 2.08% | 2.38% | 1261 | +46 | 0.39% | Q1 2026 | May 04, 2026 |
| Box Hill Private Wealth LLC | History | Added to | 11,675 | 6,738 | 6.66% | 6.57% | 1262 | +1,113 | 10.54% | Q1 2026 | Apr 03, 2026 |
| Guardian Capital, LLC | History | Reduced | 11,667 | 6,734 | 6.44% | 6.98% | 1264 | -1,033 | -8.13% | Q1 2026 | May 11, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | No change | 11,668 | 6,734 | 6.35% | 6.6% | 1263 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | History | Reduced | 11,642 | 6,719 | 12.48% | 18.76% | 1265 | -1,634 | -12.31% | Q1 2026 | May 04, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | Reduced | 11,636 | 6,716 | 5.2% | 5.77% | 1266 | -83 | -0.71% | Q1 2026 | Apr 28, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 11,618 | 6,705 | 0.65% | 0.75% | 1267 | -1,438 | -11.01% | Q1 2026 | May 04, 2026 |
| Annex Advisory Services, LLC | History | Added to | 11,582 | 6,684 | 0.13% | 0.13% | 1268 | +139 | 1.21% | Q1 2026 | Apr 16, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 11,574 | 6,680 | 2.49% | 2.5% | 1269 | -167 | -1.42% | Q1 2026 | May 11, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | New | 11,541 | 6,661 | 0.12% | — | 1270 | +11,541 | New | Q1 2026 | May 11, 2026 |
| Valmark Advisers, Inc. | History | Added to | 11,537 | 6,659 | 0.08% | 0.08% | 1271 | +346 | 3.09% | Q1 2026 | May 01, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 11,526 | 6,652 | 1.59% | 1.45% | 1272 | +968 | 9.17% | Q1 2026 | Apr 20, 2026 |
| CADINHA & CO LLC | History | Reduced | 11,517 | 6,647 | 1.24% | 1.21% | 1273 | -1,295 | -10.11% | Q1 2026 | May 11, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 11,509 | 6,642 | 1.26% | 1.16% | 1274 | -1,004 | -8.02% | Q1 2026 | May 11, 2026 |
| Stony Point Capital LLC | History | No change | 11,500 | 6,637 | 0.53% | 0.52% | 1275 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hyposwiss Advisors SA | History | Added to | 11,499 | 6,636 | 6.56% | 6.59% | 1276 | +564 | 5.16% | Q1 2026 | Apr 30, 2026 |
| XML Financial, LLC | History | Reduced | 11,490 | 6,631 | 0.53% | 0.59% | 1277 | -220 | -1.88% | Q1 2026 | Apr 16, 2026 |
| SouthState Bank Corp | History | Added to | 11,465 | 6,617 | 0.31% | 0.21% | 1278 | +3,810 | 49.77% | Q1 2026 | May 05, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 11,465 | 6,617 | 2.23% | 2.3% | 1279 | +184 | 1.63% | Q1 2026 | May 13, 2026 |
| Cordatus Wealth Management LLC | History | No change | 11,448 | 6,607 | 1.57% | 1.63% | 1280 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Prospect Financial Services LLC | History | Reduced | 11,425 | 6,594 | 4.03% | 4.06% | 1281 | -70 | -0.61% | Q1 2026 | Apr 24, 2026 |
| Triumph Capital Management | History | Added to | 11,405 | 6,582 | 1.34% | 1.5% | 1282 | +75 | 0.66% | Q1 2026 | May 13, 2026 |
| Ackerman Asset Management, LLC | History | Reduced | 11,372 | 6,563 | 4.58% | 4.71% | 1283 | -157 | -1.36% | Q1 2026 | Apr 21, 2026 |
| HCR Wealth Advisors | History | Added to | 11,317 | 6,532 | 0.68% | 0.68% | 1284 | +221 | 1.99% | Q1 2026 | Apr 21, 2026 |
| Zinnia Wealth Advisory, LLC | History | Added to | 11,290 | 6,516 | 7.29% | 4.2% | 1285 | +4,967 | 78.55% | Q1 2026 | May 08, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 11,277 | 6,508 | 0.25% | 0.25% | 1286 | +171 | 1.54% | Q1 2026 | May 12, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 11,260 | 6,499 | 1.49% | 1.72% | 1287 | -213 | -1.86% | Q1 2026 | May 08, 2026 |
| Horizon Investments, LLC | History | Added to | 11,244 | 6,489 | 0.07% | 0.05% | 1288 | +5,237 | 87.18% | Q1 2026 | May 14, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 11,205 | 6,467 | 3.98% | 3.75% | 1289 | +1,449 | 14.85% | Q1 2026 | Apr 22, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 11,179 | 6,452 | 0.82% | 0.88% | 1290 | -514 | -4.4% | Q1 2026 | May 11, 2026 |
| DBK Financial Counsel, LLC | History | No change | 10,501 | 6,450 | 4.95% | 4.95% | 1291 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 11,055 | 6,447 | 5.21% | 5.6% | 1292 | +266 | 2.47% | Q1 2026 | Apr 08, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 9,655 | 6,413 | 2.14% | 2.0% | 1293 | -74 | -0.76% | Q1 2026 | Apr 28, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 11,095 | 6,404 | 1.99% | 2.72% | 1294 | -3,148 | -22.1% | Q1 2026 | May 01, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 11,089 | 6,400 | 0.08% | 0.08% | 1295 | -41 | -0.37% | Q1 2026 | May 05, 2026 |
| Modus Advisors, LLC | History | Reduced | 11,078 | 6,394 | 1.76% | 1.8% | 1296 | -45 | -0.4% | Q1 2026 | May 04, 2026 |
| Financial Partners Group, Inc | History | Reduced | 11,062 | 6,384 | 0.76% | 0.8% | 1297 | -46 | -0.41% | Q1 2026 | Apr 10, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 11,008 | 6,353 | 0.6% | 0.66% | 1298 | +46 | 0.42% | Q1 2026 | Apr 15, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 10,971 | 6,332 | 0.12% | 0.12% | 1299 | +498 | 4.76% | Q1 2026 | May 01, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 10,958 | 6,324 | 0.55% | 0.58% | 1300 | -193 | -1.73% | Q1 2026 | May 07, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 10,951 | 6,320 | 1.06% | 1.18% | 1301 | -465 | -4.07% | Q1 2026 | Apr 21, 2026 |
| Palumbo Wealth Management LLC | History | Reduced | 10,876 | 6,277 | 1.53% | 1.8% | 1302 | -1,011 | -8.51% | Q1 2026 | May 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 10,862 | 6,269 | 0.2% | 0.14% | 1303 | +4,791 | 78.92% | Q1 2026 | May 07, 2026 |
| J. Safra Sarasin Holding AG | History | Reduced | 10,996 | 6,264 | 0.11% | 0.13% | 1304 | -1,901 | -14.74% | Q1 2026 | May 04, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 10,184 | 6,256 | 1.23% | 1.23% | 1305 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Accel Wealth Management | History | Reduced | 10,831 | 6,251 | 1.63% | 2.07% | 1306 | -1,481 | -12.03% | Q1 2026 | Apr 08, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 10,815 | 6,242 | 0.44% | 0.39% | 1307 | -1,128 | -9.44% | Q1 2026 | May 11, 2026 |
| Alexis Investment Partners, LLC | History | Reduced | 11,147 | 6,223 | 4.29% | 2.67% | 1308 | -478 | -4.11% | Q1 2026 | Apr 24, 2026 |
| Requisite Capital Management, LLC | History | Added to | 10,748 | 6,203 | 1.16% | 1.25% | 1309 | +13 | 0.12% | Q1 2026 | May 14, 2026 |
| Bollard Group LLC | History | Added to | 10,732 | 6,194 | 0.18% | 0.16% | 1310 | +339 | 3.26% | Q1 2026 | May 14, 2026 |
| FAYEZ SAROFIM & CO | History | Reduced | 10,726 | 6,190 | 0.02% | 0.02% | 1311 | -500 | -4.45% | Q1 2026 | May 15, 2026 |
| Fortis Capital Management LLC | History | Added to | 10,714 | 6,183 | 0.63% | 0.7% | 1312 | +2,150 | 25.11% | Q1 2026 | May 11, 2026 |
| LMCG INVESTMENTS, LLC | History | Reduced | 10,712 | 6,182 | 0.37% | 0.38% | 1313 | -167 | -1.54% | Q1 2026 | Apr 29, 2026 |
| GFG Capital, LLC | History | Added to | 10,679 | 6,163 | 1.97% | 1.81% | 1314 | +2,401 | 29.0% | Q1 2026 | Apr 21, 2026 |
| Ridgeline Wealth Planning, LLC | History | Added to | 10,667 | 6,157 | 4.5% | 4.67% | 1315 | +14 | 0.13% | Q1 2026 | May 05, 2026 |
| Winch Advisory Services, LLC | History | Added to | 10,654 | 6,149 | 1.4% | 1.44% | 1316 | +75 | 0.71% | Q1 2026 | Apr 30, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Reduced | 10,635 | 6,138 | 2.26% | 2.66% | 1317 | -1,633 | -13.31% | Q1 2026 | Apr 21, 2026 |
| Ethos Financial Group, LLC | History | Added to | 10,615 | 6,126 | 0.45% | 0.48% | 1318 | +148 | 1.41% | Q1 2026 | May 05, 2026 |
| Zhang Financial LLC | History | Added to | 10,610 | 6,124 | 0.21% | 0.22% | 1319 | +941 | 9.73% | Q1 2026 | May 06, 2026 |
| Rothschild Wealth LLC | History | Added to | 10,599 | 6,117 | 0.55% | 0.56% | 1320 | +1,051 | 11.01% | Q1 2026 | May 06, 2026 |
| Warren Street Wealth Advisors, LLC | History | New | 10,556 | 6,092 | 1.55% | — | 1321 | +10,556 | New | Q1 2026 | Apr 16, 2026 |
| Lavaca Capital LLC | History | Reduced | 10,550 | 6,089 | 1.08% | 1.08% | 1322 | -300 | -2.76% | Q1 2026 | May 13, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 10,540 | 6,083 | 1.19% | 1.3% | 1323 | -565 | -5.09% | Q1 2026 | Apr 15, 2026 |
| Leslie Global Wealth, LLC | History | Reduced | 10,514 | 6,068 | 3.2% | 2.91% | 1324 | -30 | -0.28% | Q1 2026 | May 15, 2026 |
| McGuire Investment Group, LLC | History | Reduced | 10,506 | 6,063 | 0.68% | 0.71% | 1325 | -253 | -2.35% | Q1 2026 | Apr 28, 2026 |
| Crews Bank & Trust | History | Added to | 10,505 | 6,063 | 0.88% | 0.92% | 1326 | +71 | 0.68% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 10,496 | 6,058 | 0.01% | 0.01% | 1327 | +1,146 | 12.26% | Q1 2026 | May 08, 2026 |
| Blue Trust, Inc. | History | Reduced | 10,479 | 6,048 | 0.07% | 0.07% | 1328 | -249 | -2.32% | Q1 2026 | Apr 20, 2026 |
| Riverstone Advisors, LLC | History | Added to | 10,461 | 6,037 | 2.98% | 2.93% | 1329 | +339 | 3.35% | Q1 2026 | Apr 21, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 10,428 | 6,018 | 1.63% | 1.61% | 1330 | -199 | -1.87% | Q1 2026 | Apr 28, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | Reduced | 10,284 | 6,009 | 1.07% | 1.03% | 1331 | -15 | -0.15% | Q1 2026 | May 08, 2026 |
| Waterloo Capital, L.P. | History | Added to | 10,392 | 5,997 | 0.42% | 0.43% | 1332 | +577 | 5.88% | Q1 2026 | May 12, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 10,378 | 5,989 | 1.19% | 1.28% | 1333 | +95 | 0.92% | Q1 2026 | May 14, 2026 |
| Ameliora Wealth Management Ltd. | History | Reduced | 10,361 | 5,980 | 1.91% | 2.04% | 1334 | -560 | -5.13% | Q1 2026 | Apr 23, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 10,347 | 5,972 | 0.69% | — | 1335 | +10,347 | New | Q1 2026 | May 15, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 10,338 | 5,966 | 1.72% | 1.92% | 1336 | -191 | -1.81% | Q1 2026 | May 15, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Reduced | 10,323 | 5,958 | 3.35% | 3.68% | 1337 | -88 | -0.85% | Q1 2026 | Apr 13, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 10,300 | 5,944 | 0.84% | 0.89% | 1338 | -198 | -1.89% | Q1 2026 | Apr 15, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 10,291 | 5,939 | 0.47% | 0.64% | 1339 | -617 | -5.66% | Q1 2026 | Apr 16, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 10,250 | 5,916 | 1.69% | 1.84% | 1340 | -214 | -2.05% | Q1 2026 | May 01, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 9,607 | 5,902 | 4.2% | 5.06% | 1341 | -3,008 | -23.84% | Q1 2026 | Apr 16, 2026 |
| PRUDENTIAL PLC | History | New | 10,402 | 5,896 | 0.03% | — | 1342 | +10,402 | New | Q1 2026 | May 13, 2026 |
| Katamaran Capital LLP | History | New | 10,200 | 5,887 | 4.74% | — | 1343 | +10,200 | New | Q1 2026 | May 05, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 10,184 | 5,878 | 0.05% | 0.05% | 1344 | +395 | 4.04% | Q1 2026 | May 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 10,183 | 5,877 | 0.34% | 0.36% | 1345 | -423 | -3.99% | Q1 2026 | Apr 20, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 10,175 | 5,872 | 1.17% | 1.32% | 1346 | +105 | 1.04% | Q1 2026 | May 01, 2026 |
| CHANNEL WEALTH LLC | History | Added to | 10,140 | 5,852 | 1.42% | 1.56% | 1347 | +121 | 1.21% | Q1 2026 | May 11, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 10,129 | 5,846 | 1.07% | 1.3% | 1348 | -1,047 | -9.37% | Q1 2026 | May 14, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 10,128 | 5,845 | 0.72% | 0.67% | 1349 | +2,166 | 27.2% | Q1 2026 | Apr 27, 2026 |
| Benson Wealth Management INC | History | Reduced | 10,125 | 5,843 | 7.99% | 15.34% | 1350 | -12,304 | -54.86% | Q1 2026 | May 12, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 10,121 | 5,841 | 0.55% | 0.57% | 1351 | +305 | 3.11% | Q1 2026 | May 04, 2026 |
| Praxis Capital Management LLC | History | Added to | 10,100 | 5,829 | 13.62% | 10.78% | 1352 | +5,200 | 106.12% | Q1 2026 | May 01, 2026 |
| WELCH & FORBES LLC | History | Added to | 10,091 | 5,824 | 0.08% | 0.07% | 1353 | +278 | 2.83% | Q1 2026 | May 01, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 10,090 | 5,823 | 2.56% | 2.66% | 1354 | -197 | -1.92% | Q1 2026 | May 05, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | Added to | 10,070 | 5,812 | 3.11% | 3.21% | 1355 | +131 | 1.32% | Q1 2026 | Apr 27, 2026 |
| Forum Finance Group S.A. | History | New | 12,366 | 5,805 | 3.15% | — | 1356 | +12,366 | New | Q1 2026 | May 07, 2026 |
| Concentric Capital Strategies, LP | History | New | 10,023 | 5,785 | 0.49% | — | 1357 | +10,023 | New | Q1 2026 | May 15, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 10,007 | 5,776 | 2.85% | 3.01% | 1358 | +544 | 5.75% | Q1 2026 | Apr 17, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 10,002 | 5,772 | 0.37% | 0.44% | 1359 | -1,265 | -11.23% | Q1 2026 | May 14, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | No change | 10,000 | 5,771 | 0.68% | 0.77% | 1360 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Reduced | 9,787 | 5,759 | 3.37% | 4.05% | 1362 | -1,335 | -12.0% | Q1 2026 | Apr 08, 2026 |
| Oakwell Private Wealth Management, LLC | History | Reduced | 9,979 | 5,759 | 1.03% | 1.15% | 1361 | -59 | -0.59% | Q1 2026 | May 01, 2026 |
| Ulland Investment Advisors, LLC | History | Reduced | 9,975 | 5,757 | 4.94% | 5.04% | 1363 | -269 | -2.63% | Q1 2026 | Apr 27, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 9,957 | 5,747 | 0.22% | 1.27% | 1364 | -47,944 | -82.8% | Q1 2026 | Apr 20, 2026 |
| Objective Capital Management, LLC | History | Reduced | 9,922 | 5,727 | 5.78% | 6.27% | 1365 | -105 | -1.05% | Q1 2026 | May 04, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 9,917 | 5,723 | 0.71% | 0.78% | 1366 | +37 | 0.37% | Q1 2026 | May 12, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Reduced | 9,905 | 5,716 | 1.39% | 1.46% | 1367 | -57 | -0.57% | Q1 2026 | May 13, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 8,631 | 5,704 | 0.1% | 0.1% | 1368 | -650 | -7.0% | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 9,874 | 5,698 | 0.32% | 0.33% | 1369 | +220 | 2.28% | Q1 2026 | Apr 20, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 9,855 | 5,687 | 1.67% | 1.75% | 1370 | +47 | 0.48% | Q1 2026 | Apr 17, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 9,804 | 5,658 | 2.02% | 2.12% | 1371 | +250 | 2.62% | Q1 2026 | May 14, 2026 |
| Volterra Technologies LP | History | Reduced | 9,800 | 5,656 | 0.69% | 3.84% | 1372 | -52,113 | -84.17% | Q1 2026 | May 14, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 9,774 | 5,641 | 0.23% | 0.26% | 1373 | -445 | -4.35% | Q1 2026 | Apr 28, 2026 |
| MCF Advisors LLC | History | Added to | 9,771 | 5,639 | 0.25% | 0.27% | 1374 | +1,753 | 21.86% | Q1 2026 | May 11, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 9,745 | 5,624 | 2.13% | 2.01% | 1375 | +774 | 8.63% | Q1 2026 | May 11, 2026 |
| True North Advisors, LLC | History | Added to | 9,743 | 5,623 | 0.64% | 0.75% | 1376 | +270 | 2.85% | Q1 2026 | May 07, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 9,741 | 5,622 | 0.78% | 0.8% | 1377 | +455 | 4.9% | Q1 2026 | May 14, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 9,723 | 5,611 | 1.85% | 2.07% | 1378 | +469 | 5.07% | Q1 2026 | May 15, 2026 |
| DeDora Capital, Inc. | History | Reduced | 9,720 | 5,610 | 1.38% | 1.42% | 1379 | -40 | -0.41% | Q1 2026 | Apr 27, 2026 |
| Graetz Wealth LLC | History | Reduced | 9,710 | 5,604 | 5.0% | 7.22% | 1380 | -3,195 | -24.76% | Q1 2026 | Apr 30, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 9,707 | 5,602 | 0.36% | 0.37% | 1381 | +266 | 2.82% | Q1 2026 | Apr 14, 2026 |
| Eddie Patel Inc | History | Reduced | 9,669 | 5,580 | 4.29% | 4.99% | 1382 | -1,227 | -11.26% | Q1 2026 | May 11, 2026 |
| LexAurum Advisors, LLC | History | New | 9,664 | 5,578 | 0.72% | — | 1383 | +9,664 | New | Q1 2026 | Apr 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 9,639 | 5,563 | 0.26% | 0.24% | 1384 | +1,083 | 12.66% | Q1 2026 | Apr 29, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Reduced | 9,622 | 5,548 | 3.09% | 3.22% | 1385 | -48 | -0.5% | Q1 2026 | Apr 14, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 9,603 | 5,542 | 0.09% | 0.08% | 1386 | +834 | 9.51% | Q1 2026 | May 15, 2026 |
| Daybright Advisory Services, Inc. | History | Reduced | 9,601 | 5,541 | 1.53% | 1.64% | 1387 | -394 | -3.94% | Q1 2026 | May 12, 2026 |
| High Note Wealth, LLC | History | Reduced | 9,599 | 5,540 | 1.09% | 1.16% | 1389 | -59 | -0.61% | Q1 2026 | May 11, 2026 |
| Amtrust Financial Services, Inc. | History | No change | 9,600 | 5,540 | 1.85% | 1.87% | 1388 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 9,565 | 5,520 | 0.37% | 0.38% | 1390 | +315 | 3.41% | Q1 2026 | Apr 10, 2026 |
| Provenance Wealth Advisors, LLC | History | Added to | 9,544 | 5,508 | 0.58% | 0.64% | 1391 | +143 | 1.52% | Q1 2026 | Apr 20, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 9,509 | 5,488 | 0.11% | 0.12% | 1392 | -65 | -0.68% | Q1 2026 | May 14, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 9,473 | 5,467 | 0.68% | 0.77% | 1393 | -523 | -5.23% | Q1 2026 | May 04, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 9,420 | 5,436 | 0.98% | 1.06% | 1394 | +316 | 3.47% | Q1 2026 | May 11, 2026 |
| Westmount Partners, LLC | History | Added to | 9,411 | 5,431 | 1.34% | 1.21% | 1395 | +1,492 | 18.84% | Q1 2026 | Apr 16, 2026 |
| JBR Co Financial Management Inc | History | No change | 8,839 | 5,429 | 2.27% | 2.27% | 1396 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | History | Reduced | 9,386 | 5,417 | 3.07% | 3.66% | 1397 | -100 | -1.05% | Q1 2026 | May 13, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | Added to | 8,925 | 5,409 | 3.65% | 3.67% | 1398 | +202 | 2.32% | Q1 2026 | Apr 10, 2026 |
| SEARLE & CO. | History | No change | 9,364 | 5,404 | 1.36% | 1.48% | 1399 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 9,361 | 5,402 | 0.01% | 0.01% | 1400 | +261 | 2.87% | Q1 2026 | May 15, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 9,354 | 5,399 | 1.88% | 2.13% | 1401 | -198 | -2.07% | Q1 2026 | Apr 21, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Reduced | 9,349 | 5,395 | 2.18% | 2.27% | 1402 | -14 | -0.15% | Q1 2026 | May 07, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 9,326 | 5,382 | 0.34% | 0.35% | 1403 | +182 | 1.99% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 9,318 | 5,378 | 0.3% | 0.4% | 1404 | -1,600 | -14.65% | Q1 2026 | Apr 30, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 9,317 | 5,377 | 1.21% | 1.3% | 1405 | -44 | -0.47% | Q1 2026 | Apr 20, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 9,314 | 5,375 | 0.97% | 1.02% | 1406 | +140 | 1.53% | Q1 2026 | Apr 29, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 9,306 | 5,371 | 0.39% | 0.39% | 1407 | +10 | 0.11% | Q1 2026 | Apr 10, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 9,173 | 5,366 | 0.17% | 0.16% | 1408 | -2,341 | -20.33% | Q1 2026 | Apr 08, 2026 |
| Dougherty Wealth Advisers LLC | History | Reduced | 9,272 | 5,351 | 3.39% | 8.97% | 1409 | -16,576 | -64.13% | Q1 2026 | Apr 21, 2026 |
| Bucket List Wealth Management, LLC | History | Reduced | 9,253 | 5,340 | 3.22% | 3.75% | 1410 | -973 | -9.51% | Q1 2026 | May 07, 2026 |
| HWG Holdings LP | History | Reduced | 9,232 | 5,328 | 1.39% | 9.45% | 1411 | -54,283 | -85.46% | Q1 2026 | May 06, 2026 |
| Quartz Partners, LLC | History | Reduced | 9,218 | 5,320 | 2.06% | 2.25% | 1412 | -620 | -6.3% | Q1 2026 | May 05, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 9,147 | 5,279 | 1.79% | 1.85% | 1413 | +334 | 3.79% | Q1 2026 | Apr 09, 2026 |
| Leelyn Smith, LLC | History | Reduced | 9,131 | 5,270 | 0.74% | 0.83% | 1414 | -231 | -2.47% | Q1 2026 | Apr 27, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 9,130 | 5,269 | 0.13% | 0.14% | 1415 | +616 | 7.24% | Q1 2026 | Apr 15, 2026 |
| STEVENS CAPITAL MANAGEMENT LP | History | New | 9,120 | 5,264 | 0.81% | — | 1416 | +9,120 | New | Q1 2026 | May 11, 2026 |
| Zuckerman Investment Group, LLC | History | Reduced | 9,112 | 5,259 | 0.49% | 0.51% | 1417 | -115 | -1.25% | Q1 2026 | May 15, 2026 |
| Kensington Investment Counsel, LLC | History | Added to | 9,106 | 5,255 | 2.53% | 2.21% | 1418 | +257 | 2.9% | Q1 2026 | May 18, 2026 |
| Jasper Ridge Partners, L.P. | History | Added to | 9,102 | 5,253 | 0.12% | 0.12% | 1419 | +395 | 4.54% | Q1 2026 | May 11, 2026 |
| Reflection Asset Management | History | No change | 8,475 | 5,252 | 3.73% | 3.73% | 1420 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| Valued Retirements, Inc. | History | Added to | 9,092 | 5,247 | 5.13% | 5.46% | 1421 | +7 | 0.08% | Q1 2026 | May 13, 2026 |
| Visionary Wealth Advisors | History | Added to | 9,081 | 5,241 | 0.23% | 0.24% | 1422 | +492 | 5.73% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 9,039 | 5,217 | 0.08% | 0.08% | 1423 | +112 | 1.25% | Q1 2026 | Apr 07, 2026 |
| Cohen Capital Management, Inc. | History | Added to | 9,037 | 5,216 | 0.81% | 0.82% | 1424 | +159 | 1.79% | Q1 2026 | Apr 14, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Reduced | 9,031 | 5,212 | 3.2% | 10.47% | 1425 | -16,568 | -64.72% | Q1 2026 | May 04, 2026 |
| Baring Financial LLC | History | Reduced | 9,003 | 5,196 | 3.18% | 3.44% | 1426 | -195 | -2.12% | Q1 2026 | Apr 06, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 8,998 | 5,193 | 1.8% | 2.44% | 1427 | -1,868 | -17.19% | Q1 2026 | May 04, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 8,997 | 5,192 | 0.87% | 0.9% | 1428 | +3 | 0.03% | Q1 2026 | Apr 29, 2026 |
| American Alpha Advisors, LLC | History | Added to | 8,700 | 5,181 | 2.75% | 0.64% | 1429 | +6,300 | 262.5% | Q1 2026 | May 14, 2026 |
| Monument Capital Management | History | Reduced | 8,960 | 5,171 | 1.3% | 1.37% | 1430 | -21 | -0.23% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Reduced | 8,951 | 5,166 | 2.54% | 3.8% | 1431 | -3,441 | -27.77% | Q1 2026 | Apr 14, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 8,864 | 5,160 | 1.27% | 2.8% | 1432 | +3,875 | 77.67% | Q1 2026 | May 12, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 8,941 | 5,160 | 0.34% | 0.33% | 1433 | +3,017 | 50.93% | Q1 2026 | May 07, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 8,938 | 5,158 | 2.37% | 2.52% | 1434 | -65 | -0.72% | Q1 2026 | Apr 22, 2026 |
| Independent Wealth Network Inc. | History | Added to | 8,936 | 5,157 | 1.53% | 1.22% | 1435 | +2,430 | 37.35% | Q1 2026 | Apr 20, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 8,929 | 5,153 | 2.95% | 3.3% | 1436 | +283 | 3.27% | Q1 2026 | Apr 22, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 8,927 | 5,152 | 2.18% | 2.68% | 1437 | -1,297 | -12.69% | Q1 2026 | Apr 15, 2026 |
| Custos Family Office, LLC | History | No change | 8,387 | 5,151 | 3.52% | 3.52% | 1438 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vident Advisory, LLC | History | Reduced | 8,913 | 5,144 | 0.04% | 0.13% | 1439 | -13,803 | -60.76% | Q1 2026 | May 14, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 8,899 | 5,136 | 0.66% | 0.6% | 1441 | +917 | 11.49% | Q1 2026 | Apr 07, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 8,899 | 5,136 | 1.63% | 1.73% | 1440 | -269 | -2.93% | Q1 2026 | May 12, 2026 |
| Stillwater Wealth Management Group | History | Added to | 8,876 | 5,123 | 3.17% | 3.3% | 1442 | +944 | 11.9% | Q1 2026 | May 11, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 8,837 | 5,100 | 3.95% | 4.24% | 1443 | -47 | -0.53% | Q1 2026 | Apr 28, 2026 |
| Victrix Investment Advisors | History | Reduced | 8,825 | 5,093 | 1.85% | 2.34% | 1444 | -1,015 | -10.32% | Q1 2026 | Apr 09, 2026 |
| CPR Investments Inc. | History | Reduced | 8,799 | 5,078 | 3.39% | 8.65% | 1445 | -12,182 | -58.06% | Q1 2026 | Apr 16, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Added to | 8,778 | 5,066 | 1.34% | 1.41% | 1446 | +22 | 0.25% | Q1 2026 | Apr 09, 2026 |
| West Financial Advisors, LLC | History | Reduced | 8,773 | 5,063 | 0.86% | 0.93% | 1447 | -248 | -2.75% | Q1 2026 | Apr 08, 2026 |
| Realta Investment Advisors | History | Reduced | 8,767 | 5,060 | 1.76% | 1.9% | 1448 | -706 | -7.45% | Q1 2026 | Apr 22, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 8,766 | 5,059 | 0.35% | 0.39% | 1449 | +829 | 10.44% | Q1 2026 | Apr 17, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 8,758 | 5,055 | 0.93% | 1.01% | 1450 | -394 | -4.31% | Q1 2026 | Apr 30, 2026 |
| KERR FINANCIAL PLANNING Corp | History | New | 7,692 | 5,039 | 6.19% | — | 1451 | +7,692 | New | Q1 2026 | Apr 29, 2026 |
| FARMERS TRUST CO | History | Reduced | 8,724 | 5,035 | 0.79% | 0.93% | 1452 | -598 | -6.41% | Q1 2026 | Apr 07, 2026 |
| Royal Capital Wealth Management, LLC | History | Reduced | 8,710 | 5,027 | 3.13% | 3.23% | 1453 | -201 | -2.26% | Q1 2026 | May 15, 2026 |
| J.E. Simmons & Co., P.C. | History | Reduced | 8,702 | 5,022 | 3.36% | 3.48% | 1454 | -46 | -0.53% | Q1 2026 | Apr 21, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 8,695 | 5,018 | 0.28% | 0.31% | 1455 | -166 | -1.87% | Q1 2026 | Apr 23, 2026 |
| Sharper & Granite LLC | History | Reduced | 8,690 | 5,015 | 1.71% | 1.88% | 1456 | -5 | -0.06% | Q1 2026 | Apr 08, 2026 |
| Advisory Resource Group | History | Reduced | 8,688 | 5,014 | 0.86% | 1.12% | 1457 | -1,679 | -16.2% | Q1 2026 | May 15, 2026 |
| Black Diamond Financial, LLC | History | New | 8,674 | 5,006 | 0.55% | — | 1458 | +8,674 | New | Q1 2026 | May 05, 2026 |
| Ketron Financial | History | Reduced | 8,636 | 4,984 | 1.78% | 1.78% | 1459 | -58 | -0.67% | Q1 2026 | Apr 21, 2026 |
| Montecito Bank & Trust | History | Reduced | 8,619 | 4,974 | 0.82% | 0.88% | 1460 | -341 | -3.81% | Q1 2026 | Apr 16, 2026 |
| Capital Analysts, LLC | History | Reduced | 8,609 | 4,969 | 0.13% | 0.15% | 1461 | -187 | -2.13% | Q1 2026 | May 14, 2026 |
| Independence Bank of Kentucky | History | Added to | 8,605 | 4,966 | 0.63% | 0.63% | 1462 | +414 | 5.05% | Q1 2026 | Apr 30, 2026 |
| Balboa Wealth Partners | History | Reduced | 8,603 | 4,965 | 0.83% | 1.15% | 1463 | -2,746 | -24.2% | Q1 2026 | Apr 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 8,572 | 4,947 | 0.26% | 0.28% | 1464 | +317 | 3.84% | Q1 2026 | May 07, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 8,435 | 4,934 | 1.07% | 1.09% | 1465 | +189 | 2.29% | Q1 2026 | Apr 08, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 8,541 | 4,929 | 1.96% | 2.18% | 1466 | -57 | -0.66% | Q1 2026 | Apr 21, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | No change | 8,015 | 4,923 | 5.37% | 5.37% | 1467 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Retirement Solution LLC | History | Reduced | 8,517 | 4,915 | 1.16% | 1.35% | 1468 | -1,415 | -14.25% | Q1 2026 | May 11, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 8,508 | 4,910 | 2.41% | 4.66% | 1469 | -5,264 | -38.22% | Q1 2026 | Apr 27, 2026 |
| LAKEWOOD CAPITAL MANAGEMENT, LP | History | New | 8,500 | 4,906 | 0.31% | — | 1470 | +8,500 | New | Q1 2026 | May 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 8,470 | 4,888 | 0.28% | 0.31% | 1471 | +4,247 | 100.57% | Q1 2026 | Apr 22, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 8,446 | 4,874 | 0.6% | 0.65% | 1472 | -360 | -4.09% | Q1 2026 | May 05, 2026 |
| MATAURO, LLC | History | Reduced | 8,420 | 4,859 | 0.7% | 0.92% | 1473 | -1,550 | -15.55% | Q1 2026 | Apr 22, 2026 |
| Glenview Trust Co | History | Reduced | 8,405 | 4,851 | 0.08% | 0.08% | 1475 | -304 | -3.49% | Q1 2026 | May 08, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 8,405 | 4,851 | 0.18% | 0.23% | 1474 | -241 | -2.79% | Q1 2026 | Apr 29, 2026 |
| SFMG, LLC | History | Added to | 8,391 | 4,842 | 0.33% | 0.34% | 1476 | +78 | 0.94% | Q1 2026 | May 12, 2026 |
| Goldstein Advisors, LLC | History | Added to | 8,387 | 4,840 | 0.54% | 0.58% | 1477 | +76 | 0.91% | Q1 2026 | Apr 28, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Reduced | 8,383 | 4,838 | 0.53% | 0.57% | 1478 | -118 | -1.39% | Q1 2026 | Apr 29, 2026 |
| Members Advisory Group LLC | History | Reduced | 8,363 | 4,836 | 1.66% | 2.07% | 1479 | -578 | -6.46% | Q1 2026 | May 05, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 6,951 | 4,833 | 1.73% | 1.54% | 1480 | +415 | 6.35% | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | Added to | 8,355 | 4,822 | 0.22% | 0.26% | 1481 | +141 | 1.72% | Q1 2026 | Apr 24, 2026 |
| Centric Wealth Management | History | Reduced | 7,161 | 4,818 | 0.96% | 0.96% | 1482 | -99 | -1.36% | Q1 2026 | May 12, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 8,329 | 4,806 | 0.82% | 0.84% | 1483 | +189 | 2.32% | Q1 2026 | Apr 21, 2026 |
| Lifetime Wealth Management P.C. | History | Added to | 8,280 | 4,779 | 2.72% | 3.12% | 1484 | +194 | 2.4% | Q1 2026 | May 15, 2026 |
| Nvest Financial, LLC | History | Added to | 8,266 | 4,771 | 1.78% | 1.91% | 1485 | +799 | 10.7% | Q1 2026 | Apr 28, 2026 |
| Greater Midwest Financial Group, LLC | History | Added to | 8,257 | 4,765 | 2.56% | 0.3% | 1486 | +7,378 | 839.36% | Q1 2026 | Apr 24, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 8,406 | 4,755 | 0.23% | 0.28% | 1487 | -404 | -4.59% | Q1 2026 | May 15, 2026 |
| Family Legacy, Inc. | History | Reduced | 8,229 | 4,749 | 1.43% | 1.55% | 1488 | -199 | -2.36% | Q1 2026 | May 12, 2026 |
| Robbins Farley | History | Reduced | 8,228 | 4,749 | 2.1% | 2.34% | 1489 | -166 | -1.98% | Q1 2026 | Apr 17, 2026 |
| ASPIRIANT, LLC | History | Added to | 8,227 | 4,748 | 0.14% | 0.14% | 1490 | +300 | 3.78% | Q1 2026 | May 12, 2026 |
| Vienna Asset Management LLC | History | Reduced | 8,218 | 4,743 | 3.68% | 3.76% | 1491 | -2,577 | -23.87% | Q1 2026 | May 12, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 7,720 | 4,742 | 2.76% | 2.76% | 1492 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 8,210 | 4,738 | 0.01% | 0.02% | 1493 | -7,605 | -48.09% | Q1 2026 | May 15, 2026 |
| Innovative Wealth Building LLC | History | Added to | 8,180 | 4,721 | 3.32% | 3.53% | 1494 | +290 | 3.68% | Q1 2026 | May 01, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 8,178 | 4,720 | 1.5% | 1.58% | 1495 | -48 | -0.58% | Q1 2026 | Apr 15, 2026 |
| QTR Family Wealth, LLC | History | Added to | 7,508 | 4,719 | 1.97% | 1.89% | 1496 | +503 | 7.18% | Q1 2026 | Apr 15, 2026 |
| Fluent Financial, LLC | History | Added to | 7,636 | 4,714 | 1.72% | 1.62% | 1497 | +715 | 10.33% | Q1 2026 | Apr 15, 2026 |
| DKM Wealth Management, Inc. | History | Added to | 8,156 | 4,707 | 3.39% | 3.73% | 1498 | +19 | 0.23% | Q1 2026 | Apr 10, 2026 |
| Ignite Planners, LLC | History | Reduced | 8,149 | 4,704 | 0.73% | 0.79% | 1499 | -193 | -2.31% | Q1 2026 | Apr 17, 2026 |
| SMART Wealth LLC | History | Reduced | 8,131 | 4,692 | 1.37% | 1.97% | 1500 | -2,389 | -22.71% | Q1 2026 | Apr 23, 2026 |
| PFC CAPITAL GROUP, INC. | History | Reduced | 8,113 | 4,682 | 2.06% | 2.07% | 1501 | -53 | -0.65% | Q1 2026 | May 13, 2026 |
| METROPOLITAN LIFE INSURANCE CO/NY | History | Added to | 8,100 | 4,675 | 1.42% | 1.32% | 1502 | +1,000 | 14.08% | Q1 2026 | May 14, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 8,085 | 4,666 | 1.88% | 2.0% | 1503 | +36 | 0.45% | Q1 2026 | Apr 29, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 8,054 | 4,657 | 0.17% | 0.31% | 1504 | +4,878 | 153.59% | Q1 2026 | May 14, 2026 |
| GSG Advisors LLC | History | Added to | 8,069 | 4,657 | 1.21% | 1.27% | 1505 | +81 | 1.01% | Q1 2026 | May 13, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Reduced | 8,046 | 4,643 | 3.22% | 3.55% | 1506 | -421 | -4.97% | Q1 2026 | May 08, 2026 |
| Alpha Financial Partners LLC | History | Added to | 8,041 | 4,641 | 2.75% | 2.82% | 1507 | +531 | 7.07% | Q1 2026 | May 13, 2026 |
| BTG Pactual Asset Management US LLC | History | Reduced | 8,033 | 4,636 | 0.4% | 0.9% | 1508 | -7,000 | -46.56% | Q1 2026 | May 14, 2026 |
| BayBridge Capital Group, LLC | History | No change | 7,545 | 4,634 | 2.87% | 2.87% | 1509 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Davies Financial Advisors, Inc. | History | Reduced | 8,026 | 4,632 | 42.43% | 25.08% | 1510 | -14,049 | -63.64% | Q1 2026 | Apr 14, 2026 |
| Capital Developers, LLC | History | Added to | 8,011 | 4,623 | 4.16% | 4.39% | 1511 | +39 | 0.49% | Q1 2026 | May 08, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 8,005 | 4,620 | 0.61% | 1.05% | 1512 | -4,074 | -33.73% | Q1 2026 | Apr 13, 2026 |
| Capelight Capital Asset Management LP | History | Reduced | 8,000 | 4,617 | 3.44% | 9.74% | 1513 | -12,000 | -60.0% | Q1 2026 | Apr 27, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 7,998 | 4,616 | 1.38% | 1.46% | 1514 | -8 | -0.1% | Q1 2026 | May 05, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 7,984 | 4,608 | 0.08% | 0.08% | 1515 | +20 | 0.25% | Q1 2026 | May 13, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Reduced | 7,977 | 4,604 | 2.63% | 2.87% | 1516 | -366 | -4.39% | Q1 2026 | Apr 09, 2026 |
| KKM Financial LLC | History | No change | 7,496 | 4,604 | 0.82% | 0.82% | 1517 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 7,975 | 4,603 | 0.36% | 0.38% | 1518 | -193 | -2.36% | Q1 2026 | Apr 23, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 7,965 | 4,597 | 0.31% | 0.35% | 1519 | -954 | -10.7% | Q1 2026 | May 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 7,965 | 4,597 | 1.16% | 1.43% | 1520 | -26 | -0.33% | Q1 2026 | May 08, 2026 |
| Signature Equity Partners, LLC | History | Added to | 7,891 | 4,554 | 2.44% | 2.57% | 1521 | +340 | 4.5% | Q1 2026 | May 13, 2026 |
| Paller Financial Services Inc | History | Reduced | 7,877 | 4,546 | 3.76% | 4.37% | 1522 | -1,001 | -11.28% | Q1 2026 | Apr 28, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 7,860 | 4,536 | 0.64% | 0.53% | 1523 | +2,550 | 48.02% | Q1 2026 | May 08, 2026 |
| Rockport Wealth LLC | History | Reduced | 7,848 | 4,529 | 0.82% | 1.15% | 1525 | -1,762 | -18.34% | Q1 2026 | May 05, 2026 |
| SageView Advisory Group, LLC | History | No change | 7,374 | 4,529 | 0.15% | 0.15% | 1524 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Reduced | 7,822 | 4,514 | 2.03% | 2.2% | 1526 | -68 | -0.86% | Q1 2026 | Apr 24, 2026 |
| KLCM Advisors, Inc. | History | Added to | 7,819 | 4,513 | 0.38% | 0.4% | 1527 | +200 | 2.63% | Q1 2026 | Apr 30, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 7,803 | 4,503 | 0.91% | 0.97% | 1528 | -1,685 | -17.76% | Q1 2026 | Apr 22, 2026 |
| Soundwatch Capital LLC | History | Added to | 7,766 | 4,482 | 0.57% | 0.73% | 1529 | +87 | 1.13% | Q1 2026 | May 05, 2026 |
| Global Wealth Management, LLC | History | Reduced | 7,763 | 4,480 | 2.44% | 3.08% | 1530 | -1,564 | -16.77% | Q1 2026 | Apr 16, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 7,743 | 4,469 | 0.15% | 0.16% | 1531 | -65 | -0.83% | Q1 2026 | May 07, 2026 |
| Eagle Strategies LLC | History | Added to | 7,728 | 4,460 | 0.53% | 0.33% | 1532 | +3,489 | 82.31% | Q1 2026 | Apr 20, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Reduced | 7,725 | 4,458 | 0.34% | 0.45% | 1533 | -749 | -8.84% | Q1 2026 | May 13, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Reduced | 7,723 | 4,457 | 2.84% | 3.06% | 1534 | -287 | -3.58% | Q1 2026 | Apr 23, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 7,702 | 4,445 | 1.75% | 1.57% | 1535 | +1,343 | 21.12% | Q1 2026 | May 11, 2026 |
| Oasis Advisors, LLC | History | Added to | 7,695 | 4,443 | 0.87% | 0.25% | 1536 | +6,918 | 890.35% | Q1 2026 | May 04, 2026 |
| Iron Gate Global Advisors LLC | History | Reduced | 7,683 | 4,435 | 0.47% | 0.49% | 1537 | -65 | -0.84% | Q1 2026 | May 15, 2026 |
| Greenfield Savings Bank | History | Reduced | 7,669 | 4,426 | 1.89% | 2.01% | 1538 | -102 | -1.31% | Q1 2026 | Apr 16, 2026 |
| SVB WEALTH LLC | History | Added to | 7,665 | 4,424 | 0.29% | 0.24% | 1539 | +1,078 | 16.37% | Q1 2026 | Apr 17, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 7,656 | 4,418 | 1.04% | 1.06% | 1540 | +217 | 2.92% | Q1 2026 | May 08, 2026 |
| Omega Financial Group, LLC | History | Reduced | 7,649 | 4,414 | 1.43% | 1.58% | 1541 | -143 | -1.84% | Q1 2026 | May 12, 2026 |
| Perennial Advisors, LLC | History | Added to | 7,629 | 4,403 | 0.75% | 0.46% | 1542 | +3,136 | 69.8% | Q1 2026 | Apr 13, 2026 |
| Lakeshore Financial Planning, Inc. | History | Added to | 7,598 | 4,385 | 1.59% | 1.63% | 1543 | +167 | 2.25% | Q1 2026 | May 07, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Added to | 7,546 | 4,355 | 0.79% | 0.83% | 1544 | +101 | 1.36% | Q1 2026 | May 01, 2026 |
| Finward Bancorp | History | Added to | 7,542 | 4,353 | 3.48% | 3.47% | 1545 | +265 | 3.64% | Q1 2026 | Apr 10, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 7,528 | 4,345 | 0.14% | 0.03% | 1546 | +6,038 | 405.23% | Q1 2026 | Apr 30, 2026 |
| NovaPoint Capital, LLC | History | Reduced | 7,506 | 4,332 | 1.09% | 1.22% | 1547 | -206 | -2.67% | Q1 2026 | May 06, 2026 |
| ICONIQ Capital, LLC | History | New | 7,499 | 4,328 | 0.1% | — | 1548 | +7,499 | New | Q1 2026 | May 14, 2026 |
| LAM GROUP, INC. | History | No change | 7,475 | 4,314 | 2.37% | 2.63% | 1549 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 7,469 | 4,312 | 1.28% | 1.3% | 1551 | +455 | 6.49% | Q1 2026 | May 04, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 7,523 | 4,312 | 0.57% | 0.62% | 1550 | +29 | 0.39% | Q1 2026 | Apr 30, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 7,464 | 4,308 | 0.03% | 0.03% | 1552 | +1,534 | 25.87% | Q1 2026 | May 15, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Added to | 7,460 | 4,305 | 3.44% | 3.51% | 1553 | +316 | 4.42% | Q1 2026 | May 12, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 7,445 | 4,297 | 2.52% | 2.68% | 1554 | -122 | -1.61% | Q1 2026 | Apr 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 7,424 | 4,284 | 0.0% | 0.0% | 1555 | -245 | -3.19% | Q1 2026 | May 06, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Reduced | 7,422 | 4,283 | 3.11% | 4.27% | 1556 | -1,937 | -20.7% | Q1 2026 | Apr 09, 2026 |
| Odyssey Capital Advisors, Inc. | History | Added to | 7,410 | 4,276 | 3.83% | 3.88% | 1557 | +301 | 4.23% | Q1 2026 | Apr 29, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 7,406 | 4,274 | 0.06% | 0.07% | 1558 | +887 | 13.61% | Q1 2026 | May 11, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 7,391 | 4,265 | 0.13% | 0.13% | 1559 | +23 | 0.31% | Q1 2026 | May 11, 2026 |
| Secure Asset Management, LLC | History | Reduced | 7,871 | 4,261 | 0.67% | 0.92% | 1560 | -1,690 | -17.68% | Q1 2026 | Apr 09, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 7,363 | 4,249 | 0.63% | 0.66% | 1561 | +346 | 4.93% | Q1 2026 | Apr 21, 2026 |
| Curi Capital, LLC | History | Added to | 7,358 | 4,246 | 0.08% | 0.06% | 1562 | +1,378 | 23.04% | Q1 2026 | May 15, 2026 |
| Tudor Financial Inc. | History | Reduced | 7,345 | 4,239 | 2.17% | 2.32% | 1563 | -33 | -0.45% | Q1 2026 | May 15, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 7,340 | 4,236 | 1.67% | 2.39% | 1564 | -8,196 | -52.75% | Q1 2026 | May 06, 2026 |
| Strait & Sound Wealth Management LLC | History | Reduced | 7,336 | 4,234 | 1.58% | 1.75% | 1565 | -320 | -4.18% | Q1 2026 | May 18, 2026 |
| Warm Springs Advisors Inc. | History | Reduced | 7,299 | 4,212 | 3.58% | 3.64% | 1566 | -359 | -4.69% | Q1 2026 | Apr 30, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 7,271 | 4,196 | 0.58% | 0.63% | 1567 | +66 | 0.92% | Q1 2026 | May 13, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 7,265 | 4,193 | 0.58% | 1.12% | 1568 | -6,176 | -45.95% | Q1 2026 | Apr 22, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 7,264 | 4,192 | 0.26% | 0.27% | 1569 | +243 | 3.46% | Q1 2026 | May 05, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 6,295 | 4,181 | 0.89% | 0.89% | 1570 | -193 | -2.97% | Q1 2026 | Apr 28, 2026 |
| FULTON BANK, N.A. | History | Added to | 7,239 | 4,178 | 0.15% | 0.13% | 1571 | +884 | 13.91% | Q1 2026 | Apr 24, 2026 |
| TFB Advisors LLC | History | Reduced | 7,233 | 4,174 | 2.19% | 1.68% | 1572 | -2,579 | -26.28% | Q1 2026 | Apr 20, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 6,792 | 4,171 | 0.34% | 0.33% | 1573 | +35 | 0.52% | Q1 2026 | Apr 15, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Added to | 7,222 | 4,168 | 3.16% | 3.42% | 1574 | +64 | 0.89% | Q1 2026 | May 14, 2026 |
| Marble Wealth, LLC | History | Reduced | 7,213 | 4,163 | 0.73% | 0.65% | 1575 | -400 | -5.25% | Q1 2026 | May 14, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Added to | 7,208 | 4,160 | 0.29% | 0.28% | 1576 | +579 | 8.73% | Q1 2026 | Apr 28, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | Added to | 7,205 | 4,158 | 0.31% | 0.33% | 1577 | +33 | 0.46% | Q1 2026 | May 08, 2026 |
| Sassicaia Capital Advisers LLC | History | Reduced | 7,200 | 4,155 | 4.68% | 17.36% | 1578 | -5,700 | -44.19% | Q1 2026 | May 13, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 7,188 | 4,148 | 3.39% | 3.67% | 1580 | -1,365 | -15.96% | Q1 2026 | May 13, 2026 |
| Empire Life Investments Inc. | History | Reduced | 7,100 | 4,148 | 0.25% | 0.27% | 1579 | -600 | -7.79% | Q1 2026 | May 11, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 6,414 | 4,132 | 0.27% | 0.42% | 1581 | -3,561 | -35.7% | Q1 2026 | Apr 22, 2026 |
| Kapstone Financial Advisors LLC | History | Added to | 7,158 | 4,131 | 2.02% | 2.16% | 1582 | +94 | 1.33% | Q1 2026 | Apr 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 7,146 | 4,124 | 0.06% | 0.06% | 1583 | +606 | 9.27% | Q1 2026 | May 01, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 7,141 | 4,121 | 0.35% | 0.38% | 1584 | -331 | -4.43% | Q1 2026 | May 05, 2026 |
| Plancorp, LLC | History | Added to | 6,736 | 4,115 | 0.12% | 0.12% | 1585 | +480 | 7.67% | Q1 2026 | Apr 14, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 7,114 | 4,106 | 0.28% | 0.3% | 1586 | -38 | -0.53% | Q1 2026 | May 05, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 7,105 | 4,100 | 1.3% | 1.17% | 1587 | +1,600 | 29.06% | Q1 2026 | Apr 15, 2026 |
| Trust Co | History | Added to | 7,088 | 4,091 | 0.38% | 0.39% | 1588 | +247 | 3.61% | Q1 2026 | Apr 13, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 7,088 | 4,090 | 1.07% | 0.9% | 1589 | +495 | 7.51% | Q1 2026 | May 11, 2026 |
| Wallace Hart LLC | History | Reduced | 7,082 | 4,087 | 5.63% | 35.32% | 1590 | -70,931 | -90.92% | Q1 2026 | May 08, 2026 |
| JTC Employer Solutions Trustee Ltd | History | Reduced | 7,077 | 4,085 | 0.34% | 0.53% | 1591 | -5,628 | -44.3% | Q1 2026 | May 19, 2026 |
| Clayton Financial Group LLC | History | Added to | 7,051 | 4,069 | 2.09% | 2.21% | 1592 | +9 | 0.13% | Q1 2026 | Apr 13, 2026 |
| High Falls Advisors, Inc | History | No change | 6,605 | 4,057 | 0.82% | 0.82% | 1593 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 7,024 | 4,054 | 0.29% | 0.32% | 1594 | -2 | -0.03% | Q1 2026 | May 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 7,020 | 4,051 | 0.14% | 0.16% | 1596 | -428 | -5.75% | Q1 2026 | Apr 17, 2026 |
| ELLERSON GROUP INC /ADV | History | Reduced | 7,019 | 4,051 | 2.65% | 2.94% | 1595 | -54 | -0.76% | Q1 2026 | May 04, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 6,991 | 4,035 | 1.31% | 1.44% | 1597 | -71 | -1.01% | Q1 2026 | May 01, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 6,988 | 4,033 | 0.84% | 0.95% | 1598 | +61 | 0.88% | Q1 2026 | May 05, 2026 |
| Fiduciary Wealth Partners, LLC | History | Added to | 6,982 | 4,029 | 2.64% | 1.62% | 1599 | +536 | 8.32% | Q1 2026 | May 06, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 6,979 | 4,028 | 0.22% | 0.32% | 1601 | -1,847 | -20.93% | Q1 2026 | Apr 16, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 6,979 | 4,028 | 3.06% | 3.25% | 1600 | -263 | -3.63% | Q1 2026 | Apr 30, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | Reduced | 6,971 | 4,023 | 4.17% | 4.3% | 1602 | -22 | -0.31% | Q1 2026 | Apr 09, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 6,969 | 4,022 | 1.19% | 1.3% | 1603 | -63 | -0.9% | Q1 2026 | May 06, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | Reduced | 6,967 | 4,020 | 2.18% | 2.33% | 1604 | -118 | -1.67% | Q1 2026 | May 07, 2026 |
| OPINICUS CAPITAL, INC. | History | Reduced | 6,955 | 4,014 | 2.83% | 3.0% | 1605 | -59 | -0.84% | Q1 2026 | May 05, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 6,945 | 4,008 | 3.39% | 3.55% | 1606 | -33 | -0.47% | Q1 2026 | Apr 13, 2026 |
| Noked Israel Ltd | History | No change | 6,940 | 4,006 | 0.59% | 0.68% | 1607 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Added to | 6,938 | 4,004 | 1.92% | 1.93% | 1608 | +93 | 1.36% | Q1 2026 | Apr 27, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 6,935 | 4,003 | 3.94% | 4.11% | 1609 | +109 | 1.6% | Q1 2026 | Apr 07, 2026 |
| Aberdeen Group plc | History | Added to | 6,934 | 4,002 | 0.01% | 0.0% | 1610 | +1,691 | 32.25% | Q1 2026 | Apr 29, 2026 |
| Second Half Financial Partners, LLC | History | Added to | 6,901 | 3,983 | 1.79% | 1.87% | 1611 | +41 | 0.6% | Q1 2026 | May 11, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 6,872 | 3,966 | 0.11% | 0.12% | 1612 | +14 | 0.2% | Q1 2026 | May 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 6,867 | 3,963 | 0.21% | 0.22% | 1613 | +178 | 2.66% | Q1 2026 | Apr 13, 2026 |
| Ironwood Financial, llc | History | Reduced | 6,859 | 3,958 | 0.69% | 0.73% | 1614 | -9 | -0.13% | Q1 2026 | Apr 16, 2026 |
| Tactive Advisors, LLC | History | Reduced | 6,847 | 3,952 | 1.11% | 1.51% | 1615 | -1,568 | -18.63% | Q1 2026 | Apr 16, 2026 |
| Manske Wealth Management | History | Added to | 6,828 | 3,940 | 1.1% | 1.1% | 1616 | +792 | 13.12% | Q1 2026 | Apr 30, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 6,817 | 3,932 | 1.78% | 2.59% | 1617 | -3,053 | -30.93% | Q1 2026 | May 13, 2026 |
| Codex Capital Asset Management L.L.C. | History | No change | 6,780 | 3,913 | 1.51% | 1.51% | 1618 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 6,776 | 3,911 | 0.11% | 0.09% | 1619 | +317 | 4.91% | Q1 2026 | Apr 21, 2026 |
| Prism Advisors, Inc. | History | Reduced | 6,772 | 3,908 | 1.04% | 1.11% | 1620 | -4 | -0.06% | Q1 2026 | Apr 23, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 6,767 | 3,905 | 2.58% | 3.01% | 1621 | -443 | -6.14% | Q1 2026 | Apr 21, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 6,749 | 3,895 | 1.19% | 1.53% | 1622 | -682 | -9.18% | Q1 2026 | May 05, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 6,747 | 3,893 | 1.81% | 1.42% | 1623 | +1,410 | 26.42% | Q1 2026 | May 04, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 6,744 | 3,892 | 1.75% | 1.93% | 1624 | -1,071 | -13.7% | Q1 2026 | Apr 23, 2026 |
| Three Seasons Wealth, LLC | History | Reduced | 6,739 | 3,889 | 1.48% | 1.06% | 1625 | -11,338 | -62.72% | Q1 2026 | May 05, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 6,732 | 3,885 | 0.13% | 0.14% | 1626 | +352 | 5.52% | Q1 2026 | Apr 20, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Reduced | 6,732 | 3,885 | 1.88% | 1.95% | 1627 | -320 | -4.54% | Q1 2026 | May 08, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 6,703 | 3,868 | 0.24% | 0.24% | 1628 | +328 | 5.15% | Q1 2026 | May 14, 2026 |
| Addison Capital Co | History | Added to | 6,695 | 3,864 | 0.69% | 0.88% | 1629 | +945 | 16.43% | Q1 2026 | Apr 29, 2026 |
| Optimist Retirement Group LLC | History | Added to | 6,684 | 3,857 | 1.7% | 1.88% | 1630 | +5 | 0.07% | Q1 2026 | May 11, 2026 |
| Adirondack Capital Advisors, LLC | History | Added to | 6,681 | 3,856 | 2.48% | 2.6% | 1631 | +385 | 6.11% | Q1 2026 | Apr 09, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 6,672 | 3,851 | 0.3% | 0.28% | 1632 | +585 | 9.61% | Q1 2026 | May 13, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 6,655 | 3,841 | 0.72% | 11.87% | 1633 | -99,541 | -93.73% | Q1 2026 | Apr 14, 2026 |
| Beaton Management Co. Inc. | History | Reduced | 6,615 | 3,818 | 1.7% | 1.82% | 1634 | -100 | -1.49% | Q1 2026 | May 12, 2026 |
| Argent Trust Co | History | Reduced | 6,610 | 3,815 | 0.13% | 0.14% | 1635 | -18 | -0.27% | Q1 2026 | May 13, 2026 |
| Hardy Reed LLC | History | No change | 6,605 | 3,812 | 0.28% | 0.29% | 1636 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 6,580 | 3,797 | 0.84% | 0.84% | 1637 | +84 | 1.29% | Q1 2026 | Apr 15, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 6,578 | 3,796 | 0.32% | 0.32% | 1638 | +425 | 6.91% | Q1 2026 | Apr 20, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 6,560 | 3,786 | 0.21% | 0.25% | 1639 | -161 | -2.4% | Q1 2026 | May 14, 2026 |
| BCS Wealth Management | History | Reduced | 6,555 | 3,783 | 0.77% | 0.84% | 1640 | -7,025 | -51.73% | Q1 2026 | Apr 17, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 6,556 | 3,783 | 0.04% | 0.04% | 1641 | +272 | 4.33% | Q1 2026 | Apr 27, 2026 |
| SYKON CAPITAL LLC | History | Reduced | 6,547 | 3,778 | 1.26% | 3.88% | 1642 | -13,117 | -66.71% | Q1 2026 | Apr 22, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 6,543 | 3,776 | 0.96% | 1.03% | 1643 | +588 | 9.87% | Q1 2026 | Apr 06, 2026 |
| Delta Investment Management, LLC | History | Reduced | 6,508 | 3,756 | 0.67% | 1.35% | 1644 | -6,133 | -48.52% | Q1 2026 | May 12, 2026 |
| Drexel Morgan & Co. | History | Reduced | 6,500 | 3,751 | 0.55% | 0.66% | 1645 | -400 | -5.8% | Q1 2026 | May 11, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Added to | 6,495 | 3,748 | 1.04% | 1.09% | 1646 | +50 | 0.78% | Q1 2026 | May 08, 2026 |
| BIP Wealth, LLC | History | Added to | 6,461 | 3,728 | 0.15% | 0.12% | 1647 | +1,117 | 20.9% | Q1 2026 | Apr 27, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 6,097 | 3,725 | 0.04% | 0.03% | 1648 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 6,452 | 3,724 | 0.52% | 0.51% | 1649 | +440 | 7.32% | Q1 2026 | Apr 13, 2026 |
| BankPlus Trust Department | History | Reduced | 6,449 | 3,722 | 0.99% | 1.13% | 1650 | -580 | -8.25% | Q1 2026 | May 11, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 6,447 | 3,720 | 0.78% | 0.95% | 1651 | -493 | -7.1% | Q1 2026 | Apr 15, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 6,435 | 3,714 | 0.1% | 0.11% | 1652 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 6,417 | 3,703 | 0.2% | 0.21% | 1653 | +56 | 0.88% | Q1 2026 | May 06, 2026 |
| Sollinda Capital Management LLC | History | Added to | 6,404 | 3,696 | 0.9% | 0.12% | 1654 | +5,644 | 742.63% | Q1 2026 | Apr 30, 2026 |
| Investment Advisory Group, LLC | History | Added to | 6,399 | 3,693 | 0.94% | 0.97% | 1655 | +238 | 3.86% | Q1 2026 | Apr 22, 2026 |
| Abound Wealth Management | History | Reduced | 6,398 | 3,692 | 0.84% | 0.96% | 1656 | -283 | -4.24% | Q1 2026 | Apr 10, 2026 |
| Keewaydin Investments LLC | History | Added to | 6,379 | 3,681 | 1.16% | 1.0% | 1657 | +277 | 4.54% | Q1 2026 | May 15, 2026 |
| Michels Family Financial, LLC | History | Added to | 6,367 | 3,675 | 2.65% | 2.74% | 1658 | +290 | 4.77% | Q1 2026 | Apr 24, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 6,367 | 3,674 | 0.32% | — | 1660 | +6,367 | New | Q1 2026 | May 06, 2026 |
| River Wealth Advisors LLC | History | Reduced | 6,367 | 3,674 | 0.42% | 0.44% | 1659 | -49 | -0.76% | Q1 2026 | May 13, 2026 |
| Essex Bank | History | Reduced | 6,342 | 3,660 | 0.81% | 0.9% | 1661 | -384 | -5.71% | Q1 2026 | Apr 17, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Reduced | 6,340 | 3,659 | 0.76% | 0.82% | 1662 | -26 | -0.41% | Q1 2026 | Apr 20, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Added to | 6,304 | 3,638 | 2.69% | 2.83% | 1663 | +54 | 0.86% | Q1 2026 | May 15, 2026 |
| Howard Capital Management Group, LLC | History | Reduced | 6,300 | 3,636 | 0.24% | 0.25% | 1664 | -15 | -0.24% | Q1 2026 | Apr 15, 2026 |
| Forum Financial Management, LP | History | Added to | 6,298 | 3,635 | 0.05% | 0.05% | 1665 | +282 | 4.69% | Q1 2026 | Apr 23, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 6,295 | 3,633 | 0.43% | 0.45% | 1666 | -25 | -0.4% | Q1 2026 | May 06, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 6,283 | 3,626 | 0.02% | 0.02% | 1667 | +1,627 | 34.94% | Q1 2026 | May 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 6,278 | 3,623 | 0.11% | 0.11% | 1668 | -71 | -1.12% | Q1 2026 | Apr 29, 2026 |
| Rakuten Securities, Inc. | History | Added to | 6,259 | 3,613 | 1.5% | 1.12% | 1669 | +642 | 11.43% | Q1 2026 | May 01, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 6,249 | 3,606 | 0.21% | 0.25% | 1670 | -580 | -8.49% | Q1 2026 | Apr 30, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Reduced | 6,236 | 3,599 | 0.28% | 1.36% | 1671 | -26,352 | -80.86% | Q1 2026 | May 13, 2026 |
| SlateStone Wealth, LLC | History | Added to | 6,229 | 3,595 | 0.3% | 0.3% | 1672 | +449 | 7.77% | Q1 2026 | May 14, 2026 |
| GM Advisory Group, LLC | History | Reduced | 6,228 | 3,594 | 0.14% | 0.16% | 1673 | -374 | -5.66% | Q1 2026 | Apr 28, 2026 |
| Keystone Financial Services, LLC | History | Added to | 6,227 | 3,594 | 2.42% | 2.54% | 1674 | +149 | 2.45% | Q1 2026 | Apr 21, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 6,225 | 3,592 | 0.27% | 0.29% | 1675 | -166 | -2.6% | Q1 2026 | May 04, 2026 |
| Asset Advisory Group, Inc. | History | Reduced | 6,219 | 3,589 | 1.8% | 1.91% | 1676 | -2 | -0.03% | Q1 2026 | Apr 16, 2026 |
| Redwood Family Wealth LLC | History | Reduced | 6,206 | 3,582 | 3.5% | 3.9% | 1677 | -247 | -3.83% | Q1 2026 | May 13, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 6,204 | 3,580 | 0.53% | 0.53% | 1678 | +212 | 3.54% | Q1 2026 | Apr 24, 2026 |
| Oakmont Advisory Group, LLC | History | Added to | 6,199 | 3,578 | 3.64% | 3.46% | 1679 | +919 | 17.41% | Q1 2026 | May 12, 2026 |
| Inscription Capital, LLC | History | Added to | 6,177 | 3,565 | 0.37% | 0.37% | 1680 | +360 | 6.19% | Q1 2026 | Apr 20, 2026 |
| LOM Asset Management Ltd | History | Reduced | 6,174 | 3,563 | 1.02% | 1.1% | 1681 | -31 | -0.5% | Q1 2026 | May 05, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 6,372 | 3,557 | 0.13% | 0.14% | 1683 | +287 | 4.72% | Q1 2026 | May 15, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 6,163 | 3,557 | 1.72% | 1.75% | 1682 | +244 | 4.12% | Q1 2026 | May 07, 2026 |
| Weil Company, Inc. | History | Reduced | 6,150 | 3,549 | 0.8% | 0.87% | 1684 | -42 | -0.68% | Q1 2026 | Apr 15, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | New | 6,148 | 3,548 | 0.32% | — | 1685 | +6,148 | New | Q1 2026 | Apr 23, 2026 |
| SoundView Advisors Inc. | History | Reduced | 6,139 | 3,543 | 1.26% | 1.37% | 1686 | -261 | -4.08% | Q1 2026 | May 01, 2026 |
| Vines Capital Management, LLC | History | Reduced | 6,138 | 3,542 | 3.51% | 3.69% | 1687 | -32 | -0.52% | Q1 2026 | May 12, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 6,134 | 3,540 | 0.42% | 0.46% | 1688 | -51 | -0.82% | Q1 2026 | Apr 17, 2026 |
| Hayek Kallen Investment Management | History | New | 6,120 | 3,533 | 1.15% | — | 1689 | +6,120 | New | Q1 2026 | May 15, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 6,095 | 3,517 | 0.22% | 0.21% | 1690 | +743 | 13.88% | Q1 2026 | Apr 20, 2026 |
| Cornerstone Planning, LLC | History | Added to | 117,373 | 3,510 | 0.79% | 0.37% | 1691 | +114,788 | 4440.54% | Q1 2026 | May 11, 2026 |
| Johnson Financial Group, LLC | History | Added to | 6,077 | 3,507 | 0.23% | 0.21% | 1692 | +427 | 7.56% | Q1 2026 | May 14, 2026 |
| Winter & Associates, Inc. | History | Reduced | 5,941 | 3,496 | 3.06% | 3.44% | 1693 | -112 | -1.85% | Q1 2026 | Apr 08, 2026 |
| WEST BANCORPORATION INC | History | No change | 6,051 | 3,492 | 1.74% | 1.95% | 1694 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cloud Capital Management, LLC | History | Added to | 6,034 | 3,482 | 1.52% | 1.38% | 1695 | +1,268 | 26.61% | Q1 2026 | May 12, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 6,027 | 3,478 | 0.42% | 0.44% | 1696 | +87 | 1.46% | Q1 2026 | Apr 23, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 6,025 | 3,477 | 0.16% | 0.16% | 1697 | +30 | 0.5% | Q1 2026 | May 06, 2026 |
| WealthTrust Asset Management, LLC | History | Added to | 6,020 | 3,474 | 2.07% | 2.19% | 1698 | +922 | 18.09% | Q1 2026 | May 06, 2026 |
| MOR Wealth Management, LLC | History | No change | 6,010 | 3,468 | 1.59% | 1.69% | 1699 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 6,007 | 3,467 | 0.76% | 0.61% | 1700 | +1,693 | 39.24% | Q1 2026 | May 05, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 5,990 | 3,457 | 1.08% | 0.76% | 1701 | +2,229 | 59.27% | Q1 2026 | May 13, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Added to | 5,984 | 3,454 | 1.58% | 1.73% | 1702 | +33 | 0.55% | Q1 2026 | May 14, 2026 |
| OxenFree Capital LLC | History | Reduced | 5,417 | 3,453 | 1.67% | 1.93% | 1703 | -565 | -9.45% | Q1 2026 | Apr 16, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Reduced | 5,968 | 3,444 | 1.14% | 1.44% | 1704 | -68 | -1.13% | Q1 2026 | Apr 17, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Added to | 5,955 | 3,437 | 1.24% | 1.32% | 1705 | +224 | 3.91% | Q1 2026 | Apr 27, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 5,936 | 3,426 | 0.35% | 0.37% | 1706 | +6 | 0.1% | Q1 2026 | May 12, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 5,931 | 3,423 | 0.9% | 1.06% | 1707 | -250 | -4.04% | Q1 2026 | Apr 15, 2026 |
| Marmo Financial Group, LLC | History | Added to | 5,915 | 3,414 | 1.69% | 1.68% | 1708 | +130 | 2.25% | Q1 2026 | Apr 23, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 5,898 | 3,403 | 1.55% | 2.62% | 1710 | -3,533 | -37.46% | Q1 2026 | Apr 27, 2026 |
| FISHMAN JAY A LTD/MI | History | Reduced | 5,897 | 3,403 | 0.3% | 0.3% | 1709 | -118 | -1.96% | Q1 2026 | Apr 29, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 5,882 | 3,394 | 0.07% | 0.08% | 1711 | -41 | -0.69% | Q1 2026 | May 13, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 5,859 | 3,381 | 0.62% | 2.38% | 1713 | -14,689 | -71.49% | Q1 2026 | Apr 15, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 5,066 | 3,381 | 0.72% | 0.74% | 1712 | -200 | -3.8% | Q1 2026 | May 01, 2026 |
| Private Capital Advisors, Inc. | History | Added to | 5,840 | 3,370 | 0.39% | 0.36% | 1714 | +50 | 0.86% | Q1 2026 | May 12, 2026 |
| Headlands Technologies LLC | History | New | 5,826 | 3,362 | 0.38% | — | 1715 | +5,826 | New | Q1 2026 | May 13, 2026 |
| PlanVest Financial, Inc | History | New | 5,819 | 3,359 | 2.55% | — | 1717 | +5,819 | New | Q1 2026 | May 14, 2026 |
| DUTCH ASSET Corp | History | Added to | 5,821 | 3,359 | 2.26% | 2.72% | 1716 | +70 | 1.22% | Q1 2026 | May 08, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | Reduced | 5,817 | 3,357 | 2.01% | 2.06% | 1718 | -1,091 | -15.79% | Q1 2026 | Apr 08, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 5,815 | 3,356 | 0.01% | 0.01% | 1719 | -400 | -6.44% | Q1 2026 | May 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 5,792 | 3,342 | 0.43% | 0.49% | 1720 | +79 | 1.38% | Q1 2026 | Apr 15, 2026 |
| Hilltop National Bank | History | Reduced | 5,784 | 3,338 | 0.79% | 0.86% | 1721 | -25 | -0.43% | Q1 2026 | Apr 02, 2026 |
| Solidarity Wealth, LLC | History | Added to | 5,773 | 3,332 | 0.64% | 0.59% | 1723 | +1,080 | 23.01% | Q1 2026 | Apr 29, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 5,773 | 3,332 | 0.78% | 0.79% | 1722 | +326 | 5.98% | Q1 2026 | May 05, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 5,766 | 3,327 | 0.72% | — | 1724 | +5,766 | New | Q1 2026 | May 13, 2026 |
| Cladis Investment Advisory, LLC | History | Reduced | 5,761 | 3,325 | 1.83% | 2.0% | 1725 | -200 | -3.36% | Q1 2026 | May 15, 2026 |
| Coquina Private Wealth LLC | History | Reduced | 5,755 | 3,321 | 2.67% | 3.11% | 1726 | -568 | -8.98% | Q1 2026 | May 05, 2026 |
| EJMK Ventures LLC | History | Reduced | 5,749 | 3,318 | 1.85% | 2.34% | 1727 | -446 | -7.2% | Q1 2026 | Apr 24, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 5,746 | 3,316 | 0.24% | 0.26% | 1728 | +33 | 0.58% | Q1 2026 | Apr 20, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 5,738 | 3,312 | 3.95% | 3.43% | 1729 | -686 | -10.68% | Q1 2026 | Apr 28, 2026 |
| Sage Investment Advisers LLC | History | Added to | 5,659 | 3,306 | 2.45% | 2.54% | 1730 | +151 | 2.74% | Q1 2026 | Apr 10, 2026 |
| Brookwood Investment Group LLC | History | Added to | 5,727 | 3,305 | 0.41% | 0.37% | 1731 | +729 | 14.59% | Q1 2026 | May 04, 2026 |
| ALTFEST L J & CO INC | History | Added to | 5,722 | 3,302 | 0.35% | 0.38% | 1732 | +8 | 0.14% | Q1 2026 | Apr 28, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 5,386 | 3,302 | 0.51% | 0.51% | 1733 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Asset Dedication, LLC | History | No change | 5,373 | 3,300 | 0.22% | 0.22% | 1734 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Keudell/Morrison Wealth Management | History | Reduced | 5,706 | 3,293 | 0.67% | 0.81% | 1735 | -556 | -8.88% | Q1 2026 | Apr 20, 2026 |
| Appalachian Capital Management Ltd | History | Added to | 5,690 | 3,284 | 2.63% | 2.75% | 1736 | +102 | 1.83% | Q1 2026 | Apr 27, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 5,669 | 3,271 | 0.13% | 0.15% | 1737 | -692 | -10.88% | Q1 2026 | May 04, 2026 |
| Kingstone Capital Partners Texas, LLC | History | Reduced | 5,664 | 3,269 | 2.01% | 2.03% | 1738 | -13 | -0.23% | Q1 2026 | May 05, 2026 |
| HF Advisory Group, LLC | History | Reduced | 5,662 | 3,268 | 1.11% | 1.23% | 1739 | -67 | -1.17% | Q1 2026 | Apr 21, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 5,653 | 3,262 | 2.62% | 3.0% | 1740 | +3 | 0.05% | Q1 2026 | May 15, 2026 |
| South Shore Capital Advisors | History | Added to | 6,108 | 3,253 | 2.38% | 2.68% | 1741 | +146 | 2.45% | Q1 2026 | Apr 28, 2026 |
| Alta Wealth Advisors LLC | History | Reduced | 5,628 | 3,248 | 1.05% | 1.2% | 1742 | -243 | -4.14% | Q1 2026 | May 04, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 5,619 | 3,243 | 1.3% | 1.34% | 1743 | +265 | 4.95% | Q1 2026 | Apr 20, 2026 |
| Exit Wealth Advisors, LLC. | History | Reduced | 5,613 | 3,239 | 1.67% | 2.42% | 1744 | -1,042 | -15.66% | Q1 2026 | May 11, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 5,608 | 3,236 | 0.06% | 0.13% | 1745 | -4,666 | -45.42% | Q1 2026 | May 06, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 5,590 | 3,226 | 1.62% | 1.71% | 1747 | +125 | 2.29% | Q1 2026 | Apr 16, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 5,590 | 3,226 | 1.74% | 1.86% | 1746 | +23 | 0.41% | Q1 2026 | May 12, 2026 |
| Fischer Financial Services, Inc. | History | Reduced | 5,586 | 3,224 | 1.08% | 4.84% | 1748 | -24,173 | -81.23% | Q1 2026 | Apr 28, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 6,874 | 3,223 | 1.05% | — | 1749 | +6,874 | New | Q1 2026 | May 13, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 5,571 | 3,215 | 0.45% | 0.49% | 1750 | -44 | -0.78% | Q1 2026 | Apr 29, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 5,257 | 3,207 | 0.49% | 0.52% | 1751 | -115 | -2.14% | Q1 2026 | Apr 16, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 5,555 | 3,205 | 0.04% | 0.04% | 1752 | -68 | -1.21% | Q1 2026 | May 15, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Reduced | 5,538 | 3,196 | 1.64% | 1.67% | 1753 | -52 | -0.93% | Q1 2026 | May 14, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 5,529 | 3,191 | 0.71% | 0.73% | 1754 | +70 | 1.28% | Q1 2026 | May 21, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 5,524 | 3,188 | 0.39% | 0.52% | 1755 | -1,084 | -16.4% | Q1 2026 | May 08, 2026 |
| Reality Financial Planning Services, LLC | History | Reduced | 5,513 | 3,181 | 3.07% | 3.36% | 1756 | -192 | -3.37% | Q1 2026 | Apr 24, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 5,511 | 3,180 | 0.41% | 0.5% | 1757 | -456 | -7.64% | Q1 2026 | Apr 27, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 5,503 | 3,176 | 0.64% | 0.71% | 1758 | +68 | 1.25% | Q1 2026 | Apr 24, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 5,443 | 3,141 | 0.12% | 0.14% | 1759 | -97 | -1.75% | Q1 2026 | May 07, 2026 |
| GAMMA Investing LLC | History | Reduced | 5,441 | 3,140 | 0.15% | 0.18% | 1760 | -542 | -9.06% | Q1 2026 | Apr 06, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 5,441 | 3,140 | 1.38% | 1.48% | 1761 | +314 | 6.12% | Q1 2026 | May 04, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Reduced | 5,431 | 3,134 | 0.38% | 0.43% | 1762 | -480 | -8.12% | Q1 2026 | May 04, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Reduced | 5,512 | 3,132 | 0.79% | 1.02% | 1763 | -1,697 | -23.54% | Q1 2026 | May 08, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 5,425 | 3,131 | 0.33% | 0.38% | 1764 | -281 | -4.92% | Q1 2026 | May 06, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 5,415 | 3,125 | 1.26% | 1.52% | 1765 | -354 | -6.14% | Q1 2026 | May 13, 2026 |
| Smith Salley Wealth Management | History | Reduced | 5,378 | 3,103 | 0.16% | 0.19% | 1766 | -781 | -12.68% | Q1 2026 | Apr 16, 2026 |
| Aspen Capital Management, LLC | History | Added to | 5,376 | 3,103 | 0.77% | 0.81% | 1767 | +50 | 0.94% | Q1 2026 | Apr 17, 2026 |
| OneAscent Financial Services LLC | History | Added to | 5,361 | 3,093 | 0.17% | 0.23% | 1768 | +1,368 | 34.26% | Q1 2026 | Apr 21, 2026 |
| Facet Wealth, Inc. | History | Added to | 5,357 | 3,092 | 0.05% | 0.05% | 1769 | +488 | 10.02% | Q1 2026 | May 07, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 5,357 | 3,092 | 0.53% | 0.56% | 1770 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| 71 West Capital Partners | History | Added to | 5,355 | 3,090 | 0.14% | 0.14% | 1771 | +304 | 6.02% | Q1 2026 | May 06, 2026 |
| Veridan Wealth LLC | History | Added to | 5,345 | 3,084 | 1.14% | 1.08% | 1773 | +134 | 2.57% | Q1 2026 | May 15, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 5,344 | 3,084 | 0.18% | 0.19% | 1772 | -70 | -1.29% | Q1 2026 | May 11, 2026 |
| BBR PARTNERS, LLC | History | Added to | 5,341 | 3,082 | 0.17% | 0.13% | 1774 | +1,262 | 30.94% | Q1 2026 | May 12, 2026 |
| SNS Financial Group, LLC | History | Added to | 5,332 | 3,077 | 0.27% | 0.28% | 1775 | +23 | 0.43% | Q1 2026 | Apr 14, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 5,330 | 3,076 | 2.53% | 2.68% | 1776 | -12 | -0.22% | Q1 2026 | Apr 28, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 5,320 | 3,070 | 0.06% | 0.06% | 1778 | -217 | -3.92% | Q1 2026 | Apr 15, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 5,320 | 3,070 | 0.1% | 0.1% | 1777 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 5,317 | 3,069 | 1.56% | 1.76% | 1779 | -30 | -0.56% | Q1 2026 | May 15, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 5,316 | 3,068 | 1.79% | 1.91% | 1780 | -57 | -1.06% | Q1 2026 | May 11, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Reduced | 5,315 | 3,067 | 0.46% | 0.57% | 1781 | -788 | -12.91% | Q1 2026 | Apr 15, 2026 |
| Bulltick Wealth Management, LLC | History | Reduced | 5,308 | 3,063 | 0.68% | 4.97% | 1782 | -32,736 | -86.05% | Q1 2026 | Apr 27, 2026 |
| CWC Advisors, LLC. | History | Added to | 5,297 | 3,057 | 1.45% | 1.55% | 1783 | +55 | 1.05% | Q1 2026 | Apr 16, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 5,291 | 3,053 | 2.31% | 2.51% | 1784 | +384 | 7.83% | Q1 2026 | Apr 27, 2026 |
| Private Wealth Group, LLC | History | Reduced | 5,263 | 3,037 | 1.42% | 1.57% | 1785 | -65 | -1.22% | Q1 2026 | Apr 23, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 5,250 | 3,029 | 0.33% | 0.38% | 1786 | -495 | -8.62% | Q1 2026 | Apr 16, 2026 |
| Fairscale Capital, LLC | History | Added to | 5,246 | 3,027 | 2.09% | 2.12% | 1788 | +39 | 0.75% | Q1 2026 | May 11, 2026 |
| Ballew Advisors, Inc | History | Added to | 4,961 | 3,027 | 1.71% | 1.75% | 1787 | +2 | 0.04% | Q1 2026 | Apr 10, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 5,240 | 3,024 | 1.42% | 1.45% | 1789 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Tidemark, LLC | History | Added to | 5,234 | 3,020 | 0.77% | 0.91% | 1790 | +49 | 0.95% | Q1 2026 | May 07, 2026 |
| TCI Wealth Advisors, Inc. | History | New | 5,219 | 3,012 | 0.16% | — | 1791 | +5,219 | New | Q1 2026 | Apr 27, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 5,197 | 2,999 | 1.74% | 1.88% | 1793 | +204 | 4.09% | Q1 2026 | May 12, 2026 |
| Northwest Financial Advisors | History | Added to | 5,197 | 2,999 | 5.79% | 6.52% | 1792 | +36 | 0.7% | Q1 2026 | Apr 24, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | Reduced | 142,300 | 2,992 | 1.92% | 7.1% | 1794 | -207,920 | -59.37% | Q1 2026 | May 15, 2026 |
| Accredited Investors Inc. | History | Added to | 5,183 | 2,991 | 0.16% | 0.15% | 1795 | +714 | 15.98% | Q1 2026 | Apr 30, 2026 |
| Attestor Capital Ltd | History | No change | 5,354 | 2,989 | 0.79% | 1.57% | 1796 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 5,153 | 2,974 | 1.51% | 1.49% | 1797 | +469 | 10.01% | Q1 2026 | May 15, 2026 |
| Capital Planning Advisors, LLC | History | Reduced | 5,132 | 2,962 | 0.43% | 0.42% | 1798 | -8 | -0.16% | Q1 2026 | May 14, 2026 |
| Asset Allocation & Management Company, LLC | History | Added to | 5,130 | 2,961 | 1.1% | 1.06% | 1799 | +815 | 18.89% | Q1 2026 | Apr 15, 2026 |
| Keebeck Wealth Management | History | Reduced | 5,126 | 2,959 | 0.33% | 0.48% | 1800 | -1,656 | -24.42% | Q1 2026 | May 14, 2026 |
| Tandem Investment Partners LLC | History | Reduced | 5,127 | 2,959 | 2.51% | 2.72% | 1801 | -128 | -2.44% | Q1 2026 | May 13, 2026 |
| Dorato Capital Management | History | Reduced | 4,880 | 2,957 | 2.18% | 2.39% | 1802 | -267 | -5.19% | Q1 2026 | Apr 09, 2026 |
| PATRON PARTNERS, LLC | History | Reduced | 5,111 | 2,950 | 1.3% | 1.45% | 1803 | -179 | -3.38% | Q1 2026 | Apr 29, 2026 |
| FC Advisory LLC | History | Added to | 5,107 | 2,947 | 0.86% | 0.9% | 1804 | +4 | 0.08% | Q1 2026 | Apr 14, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 5,103 | 2,945 | 1.88% | 2.21% | 1805 | -567 | -10.0% | Q1 2026 | May 15, 2026 |
| Compass Financial Services Inc | History | Added to | 5,086 | 2,935 | 1.27% | 1.35% | 1806 | +3 | 0.06% | Q1 2026 | May 01, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 5,084 | 2,934 | 1.54% | 2.71% | 1807 | -6,526 | -56.21% | Q1 2026 | May 14, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | No change | 4,685 | 2,933 | 2.72% | 2.72% | 1808 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Noble Wealth Management PBC | History | Reduced | 5,071 | 2,927 | 1.47% | 1.66% | 1810 | -318 | -5.9% | Q1 2026 | Apr 02, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 5,073 | 2,927 | 0.22% | 0.22% | 1809 | +162 | 3.3% | Q1 2026 | May 14, 2026 |
| Mirador Capital Partners LP | History | Reduced | 5,067 | 2,924 | 0.41% | 0.43% | 1811 | -26 | -0.51% | Q1 2026 | Apr 08, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 5,062 | 2,921 | 1.25% | 1.99% | 1812 | -2,920 | -36.58% | Q1 2026 | May 14, 2026 |
| Value Investment Professionals, LLC | History | Reduced | 5,061 | 2,921 | 2.68% | 3.4% | 1813 | -222 | -4.2% | Q1 2026 | Apr 27, 2026 |
| Helium Advisors LLC | History | Added to | 5,043 | 2,910 | 2.77% | 2.73% | 1814 | +656 | 14.95% | Q1 2026 | May 05, 2026 |
| WATERS PARKERSON & CO., LLC | History | Reduced | 5,038 | 2,907 | 0.15% | 0.16% | 1815 | -338 | -6.29% | Q1 2026 | Apr 29, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 5,036 | 2,906 | 1.0% | 1.13% | 1816 | -159 | -3.06% | Q1 2026 | Apr 27, 2026 |
| SP Asset Management LLC | History | Reduced | 5,034 | 2,905 | 0.26% | 0.26% | 1817 | -392 | -7.22% | Q1 2026 | May 06, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 5,031 | 2,903 | 1.24% | 1.4% | 1818 | -319 | -5.96% | Q1 2026 | May 15, 2026 |
| Allie Family Office LLC | History | Added to | 5,028 | 2,902 | 1.27% | 1.05% | 1819 | +1,358 | 37.0% | Q1 2026 | May 13, 2026 |
| Welch Group, LLC | History | Added to | 5,026 | 2,901 | 0.11% | 0.1% | 1820 | +702 | 16.23% | Q1 2026 | Apr 21, 2026 |
| Summit Asset Management, LLC | History | Added to | 5,025 | 2,900 | 0.4% | 0.43% | 1821 | +56 | 1.13% | Q1 2026 | May 08, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 5,019 | 2,896 | 0.71% | 0.79% | 1823 | -108 | -2.11% | Q1 2026 | Apr 03, 2026 |
| One Day In July LLC | History | Added to | 5,018 | 2,896 | 0.23% | 0.25% | 1822 | +48 | 0.97% | Q1 2026 | May 05, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 5,008 | 2,890 | 0.8% | 1.68% | 1824 | -5,511 | -52.39% | Q1 2026 | May 11, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 5,000 | 2,886 | 2.27% | 2.44% | 1825 | +101 | 2.06% | Q1 2026 | Apr 22, 2026 |
| Spruce Point Capital Management, LLC | History | Reduced | 5,000 | 2,885 | 3.17% | 17.88% | 1826 | -9,000 | -64.29% | Q1 2026 | May 12, 2026 |
| Glaxis Capital Management, LLC | History | New | 5,000 | 2,885 | 3.61% | — | 1827 | +5,000 | New | Q1 2026 | May 11, 2026 |
| GGM Financial LLC | History | Reduced | 4,996 | 2,883 | 1.33% | 1.5% | 1828 | -22 | -0.44% | Q1 2026 | May 11, 2026 |
| Pearl Planning LLC | History | Reduced | 4,990 | 2,880 | 1.54% | 1.88% | 1829 | -14 | -0.28% | Q1 2026 | Apr 30, 2026 |
| Westwood Wealth Management | History | Added to | 4,985 | 2,877 | 1.13% | 1.82% | 1830 | +1,050 | 26.68% | Q1 2026 | May 11, 2026 |
| Intesa Sanpaolo Wealth Management | History | Added to | 4,980 | 2,874 | 0.7% | 0.57% | 1831 | +496 | 11.06% | Q1 2026 | May 15, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 4,979 | 2,873 | 0.64% | 1.39% | 1832 | -4,758 | -48.87% | Q1 2026 | Apr 15, 2026 |
| FIRST COMMUNITY TRUST NA | History | Added to | 4,971 | 2,869 | 2.12% | 0.38% | 1833 | +4,150 | 505.48% | Q1 2026 | Apr 16, 2026 |
| CVFG LLC | History | Added to | 4,956 | 2,860 | 0.36% | 1.72% | 1834 | +879 | 21.56% | Q1 2026 | Apr 29, 2026 |
| Charles Schwab Trust Co | History | Added to | 4,943 | 2,853 | 0.18% | 0.2% | 1835 | +37 | 0.75% | Q1 2026 | Apr 10, 2026 |
| Dash Acquisitions Inc. | History | Added to | 4,405 | 2,849 | 0.59% | 0.55% | 1836 | +81 | 1.87% | Q1 2026 | May 08, 2026 |
| Performance Wealth Partners, LLC | History | Reduced | 4,924 | 2,842 | 0.08% | 0.09% | 1837 | -209 | -4.07% | Q1 2026 | Apr 10, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 4,909 | 2,833 | 0.01% | 0.01% | 1838 | +450 | 10.09% | Q1 2026 | May 08, 2026 |
| Intrua Financial, LLC | History | Added to | 4,903 | 2,829 | 0.29% | 0.31% | 1839 | +101 | 2.1% | Q1 2026 | Apr 23, 2026 |
| CMT Capital Markets Trading GmbH | History | Added to | 4,893 | 2,824 | 0.03% | 0.01% | 1840 | +3,212 | 191.08% | Q1 2026 | May 15, 2026 |
| M1 Capital Management LLC | History | Reduced | 4,888 | 2,821 | 1.3% | 3.03% | 1841 | -6,920 | -58.6% | Q1 2026 | May 08, 2026 |
| Stablepoint Partners, LLC | History | Added to | 4,887 | 2,820 | 0.42% | 0.42% | 1842 | +459 | 10.37% | Q1 2026 | Apr 30, 2026 |
| Prospera Capital Management, LLC | History | No change | 4,884 | 2,819 | 1.41% | 1.51% | 1843 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| 1ST SOURCE BANK | History | Reduced | 4,875 | 2,813 | 0.15% | 0.16% | 1844 | -125 | -2.5% | Q1 2026 | May 04, 2026 |
| Curran Financial Partners, LLC | History | Added to | 4,868 | 2,809 | 0.5% | 0.48% | 1845 | +796 | 19.55% | Q1 2026 | Apr 15, 2026 |
| Rinkey Investments | History | Added to | 4,858 | 2,804 | 0.72% | 0.72% | 1846 | +258 | 5.61% | Q1 2026 | May 11, 2026 |
| Bank of Marin | History | Added to | 4,857 | 2,803 | 2.05% | 2.02% | 1847 | +102 | 2.15% | Q1 2026 | May 14, 2026 |
| Sequent Planning LLC | History | Added to | 4,847 | 2,797 | 0.68% | 0.75% | 1848 | +69 | 1.44% | Q1 2026 | Apr 21, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 4,211 | 2,785 | 0.83% | 0.87% | 1849 | -292 | -6.48% | Q1 2026 | Apr 30, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 4,816 | 2,779 | 1.2% | 1.41% | 1850 | -869 | -15.29% | Q1 2026 | Apr 28, 2026 |
| Lazard Freres Gestion S.A.S. | History | Added to | 4,802 | 2,771 | 0.05% | 0.05% | 1851 | +519 | 12.12% | Q1 2026 | May 07, 2026 |
| Hunting Hill Global Capital, LLC | History | New | 4,800 | 2,770 | 2.15% | — | 1853 | +4,800 | New | Q1 2026 | May 15, 2026 |
| Oribel Capital Management, LP | History | Added to | 4,800 | 2,770 | 0.12% | 0.12% | 1852 | +500 | 11.63% | Q1 2026 | May 14, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 4,794 | 2,766 | 1.42% | 1.5% | 1854 | +37 | 0.78% | Q1 2026 | May 07, 2026 |
| Carroll Advisory Group, LLC | History | Reduced | 4,789 | 2,763 | 1.07% | 1.36% | 1855 | -320 | -6.26% | Q1 2026 | Apr 22, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 1,436,888 | 2,762 | 0.21% | 0.23% | 1856 | -185 | -0.01% | Q1 2026 | May 15, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 4,779 | 2,758 | 0.57% | 0.65% | 1857 | -61 | -1.26% | Q1 2026 | May 12, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | Added to | 4,772 | 2,754 | 1.06% | 1.13% | 1858 | +20 | 0.42% | Q1 2026 | May 15, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 4,755 | 2,744 | 0.76% | 0.91% | 1859 | -404 | -7.83% | Q1 2026 | Apr 27, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 4,742 | 2,737 | 0.38% | 0.4% | 1860 | +97 | 2.09% | Q1 2026 | Apr 24, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 4,069 | 2,737 | 0.03% | 0.03% | 1861 | -75 | -1.81% | Q1 2026 | May 06, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 4,741 | 2,736 | 0.61% | 0.73% | 1862 | -309 | -6.12% | Q1 2026 | Apr 21, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 4,721 | 2,724 | 0.12% | 0.13% | 1863 | -94 | -1.95% | Q1 2026 | Apr 21, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 4,712 | 2,719 | 1.5% | 1.75% | 1864 | +155 | 3.4% | Q1 2026 | Apr 16, 2026 |
| Moss Adams Wealth Advisors LLC | History | Reduced | 4,711 | 2,718 | 0.2% | 0.21% | 1865 | -65 | -1.36% | Q1 2026 | Apr 23, 2026 |
| STAR Financial Bank | History | Reduced | 4,704 | 2,715 | 1.28% | 1.68% | 1866 | -649 | -12.12% | Q1 2026 | May 08, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 4,696 | 2,710 | 0.97% | — | 1867 | +4,696 | New | Q1 2026 | May 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 4,692 | 2,707 | 0.29% | 0.33% | 1868 | -193 | -3.95% | Q1 2026 | May 12, 2026 |
| RAINIER FAMILY WEALTH INC | History | Reduced | 4,682 | 2,702 | 1.81% | 3.75% | 1869 | -3,421 | -42.22% | Q1 2026 | Apr 16, 2026 |
| Advisor OS, LLC | History | Added to | 4,678 | 2,700 | 0.2% | 0.19% | 1870 | +914 | 24.28% | Q1 2026 | May 07, 2026 |
| Farrow Financial, Inc. | History | Added to | 4,676 | 2,698 | 1.53% | 1.65% | 1871 | +7 | 0.15% | Q1 2026 | May 01, 2026 |
| Kestra Investment Management, LLC | History | Added to | 4,655 | 2,686 | 0.05% | 0.06% | 1872 | +365 | 8.51% | Q1 2026 | May 11, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 4,640 | 2,678 | 0.35% | 0.28% | 1874 | +799 | 20.8% | Q1 2026 | Apr 10, 2026 |
| Bleichroeder LP | History | No change | 4,640 | 2,678 | 0.46% | 0.5% | 1873 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Boreal Capital Management LLC | History | Reduced | 4,639 | 2,677 | 2.18% | 2.87% | 1875 | -1,560 | -25.17% | Q1 2026 | May 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 4,626 | 2,669 | 0.79% | 0.83% | 1876 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| North Capital, Inc. | History | Added to | 4,621 | 2,666 | 2.26% | 2.41% | 1877 | +63 | 1.38% | Q1 2026 | Apr 30, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 4,618 | 2,665 | 0.94% | 1.03% | 1878 | -132 | -2.78% | Q1 2026 | Apr 22, 2026 |
| Breakwater Capital Group | History | Added to | 4,611 | 2,661 | 0.36% | 0.22% | 1879 | +2,005 | 76.94% | Q1 2026 | Apr 20, 2026 |
| 1832 Asset Management L.P. | History | Added to | 4,600 | 2,655 | 0.0% | 0.0% | 1880 | +815 | 21.53% | Q1 2026 | May 14, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 4,598 | 2,653 | 0.01% | 0.02% | 1881 | -251 | -5.18% | Q1 2026 | Apr 22, 2026 |
| BLVD Private Wealth, LLC | History | Reduced | 4,579 | 2,642 | 2.3% | 2.56% | 1882 | -211 | -4.41% | Q1 2026 | Apr 23, 2026 |
| SLT Holdings LLC | History | Added to | 4,575 | 2,640 | 1.79% | 1.76% | 1883 | +122 | 2.74% | Q1 2026 | Apr 21, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 4,573 | 2,639 | 1.21% | 1.55% | 1884 | -769 | -14.4% | Q1 2026 | Apr 20, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 4,560 | 2,631 | 0.42% | 0.45% | 1885 | +89 | 1.99% | Q1 2026 | May 14, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 4,542 | 2,621 | 2.44% | — | 1886 | +4,542 | New | Q1 2026 | May 05, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 4,256 | 2,614 | 0.19% | 0.19% | 1887 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kaizen Financial Strategies | History | Added to | 4,076 | 2,610 | 1.1% | 1.09% | 1888 | +49 | 1.22% | Q1 2026 | May 01, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 4,519 | 2,608 | 0.12% | 0.21% | 1889 | -3,589 | -44.26% | Q1 2026 | May 11, 2026 |
| Kentucky Trust Co | History | Added to | 4,520 | 2,608 | 1.37% | 1.46% | 1890 | +37 | 0.83% | Q1 2026 | Apr 17, 2026 |
| First Growth Capital LLC | History | Reduced | 4,464 | 2,608 | 2.35% | 2.45% | 1891 | -37 | -0.82% | Q1 2026 | May 04, 2026 |
| Oxbow Advisors, LLC | History | Added to | 4,517 | 2,607 | 0.22% | 0.23% | 1892 | +290 | 6.86% | Q1 2026 | Apr 27, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 4,515 | 2,605 | 1.09% | 1.14% | 1893 | +46 | 1.03% | Q1 2026 | Apr 15, 2026 |
| HOURGLASS CAPITAL, LLC | History | New | 4,511 | 2,603 | 0.54% | — | 1894 | +4,511 | New | Q1 2026 | May 04, 2026 |
| Massachusetts Wealth Management | History | Reduced | 4,499 | 2,596 | 1.13% | 1.37% | 1895 | -299 | -6.23% | Q1 2026 | Apr 15, 2026 |
| Granite Bay Wealth Management, LLC | History | Added to | 4,472 | 2,581 | 0.55% | 0.62% | 1896 | +88 | 2.01% | Q1 2026 | May 01, 2026 |
| Affiance Financial, LLC | History | Added to | 4,460 | 2,574 | 0.42% | 0.44% | 1897 | +6 | 0.13% | Q1 2026 | Apr 14, 2026 |
| NWK Group, Inc. | History | Reduced | 4,450 | 2,568 | 0.99% | 0.97% | 1898 | -106 | -2.33% | Q1 2026 | May 07, 2026 |
| Lauterbach Financial Advisors, LLC | History | Reduced | 4,438 | 2,561 | 1.25% | 1.54% | 1899 | -698 | -13.59% | Q1 2026 | May 14, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 4,437 | 2,561 | 0.21% | 0.23% | 1900 | +18 | 0.41% | Q1 2026 | Apr 08, 2026 |
| Coastline Complete Wealth LLC | History | Reduced | 4,422 | 2,552 | 1.58% | 7.49% | 1901 | -14,942 | -77.16% | Q1 2026 | May 22, 2026 |
| First Citizens Financial Corp | History | Reduced | 4,416 | 2,548 | 1.2% | 1.56% | 1902 | -720 | -14.02% | Q1 2026 | Apr 07, 2026 |
| Balentine LLC | History | Added to | 4,414 | 2,547 | 0.1% | 0.1% | 1903 | +84 | 1.94% | Q1 2026 | Apr 24, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 4,410 | 2,545 | 0.64% | — | 1904 | +4,410 | New | Q1 2026 | May 04, 2026 |
| Jones Kertz & Associates, Inc. | History | Reduced | 4,409 | 2,544 | 1.35% | 1.43% | 1905 | -131 | -2.89% | Q1 2026 | Apr 23, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 4,400 | 2,539 | 0.64% | 0.63% | 1906 | -8 | -0.18% | Q1 2026 | Apr 30, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 4,399 | 2,538 | 0.73% | 0.98% | 1907 | -1,172 | -21.04% | Q1 2026 | May 14, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 4,390 | 2,534 | 1.99% | 2.23% | 1908 | +5 | 0.11% | Q1 2026 | May 05, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 4,385 | 2,530 | 1.5% | 1.6% | 1909 | -3,008 | -40.69% | Q1 2026 | Apr 16, 2026 |
| Security National Bank | History | Added to | 4,383 | 2,529 | 0.37% | 0.29% | 1910 | +1,128 | 34.65% | Q1 2026 | Apr 16, 2026 |
| RCW Management, LLC | History | Reduced | 4,382 | 2,529 | 2.59% | 2.88% | 1911 | -258 | -5.56% | Q1 2026 | Apr 15, 2026 |
| GatePass Capital, LLC | History | Added to | 4,369 | 2,521 | 1.18% | 1.16% | 1912 | +699 | 19.05% | Q1 2026 | May 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 4,367 | 2,520 | 0.16% | 0.16% | 1913 | +309 | 7.61% | Q1 2026 | May 05, 2026 |
| Hummer Financial Advisory Services Inc | History | Added to | 4,366 | 2,519 | 1.78% | 1.89% | 1915 | +19 | 0.44% | Q1 2026 | Apr 08, 2026 |
| CYPRESS ASSET MANAGEMENT INC/TX | History | No change | 4,102 | 2,519 | 0.55% | 0.55% | 1914 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Opulen Financial Group LLC | History | Reduced | 4,342 | 2,506 | 1.76% | 2.0% | 1916 | -133 | -2.97% | Q1 2026 | Apr 29, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 4,339 | 2,504 | 0.55% | 0.65% | 1917 | -84 | -1.9% | Q1 2026 | May 15, 2026 |
| J. L. Bainbridge & Co., Inc. | History | Added to | 4,338 | 2,503 | 0.22% | 0.21% | 1918 | +19 | 0.44% | Q1 2026 | Apr 22, 2026 |
| Wellington Shields & Co., LLC | History | Added to | 4,329 | 2,498 | 0.64% | 0.64% | 1919 | +112 | 2.66% | Q1 2026 | May 04, 2026 |
| Flavin Financial Services, Inc. | History | Added to | 4,327 | 2,497 | 1.68% | 1.78% | 1921 | +101 | 2.39% | Q1 2026 | May 07, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 4,327 | 2,497 | 0.32% | 0.35% | 1920 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 4,324 | 2,495 | 0.74% | 0.67% | 1922 | +701 | 19.35% | Q1 2026 | Apr 24, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 4,324 | 2,495 | 0.53% | 0.57% | 1923 | -27 | -0.62% | Q1 2026 | May 08, 2026 |
| Tranquility Partners, LLC | History | Added to | 4,234 | 2,491 | 0.94% | 0.9% | 1924 | +187 | 4.62% | Q1 2026 | Apr 20, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 4,313 | 2,489 | 0.86% | 0.9% | 1925 | +132 | 3.16% | Q1 2026 | Apr 29, 2026 |
| Aspirean Wealth, LLC | History | Reduced | 4,312 | 2,488 | 2.7% | 3.21% | 1926 | -480 | -10.02% | Q1 2026 | May 13, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 4,309 | 2,487 | 0.11% | 0.12% | 1927 | +4 | 0.09% | Q1 2026 | Apr 09, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 4,302 | 2,483 | 0.13% | 0.11% | 1928 | +792 | 22.56% | Q1 2026 | May 15, 2026 |
| LFA - Lugano Financial Advisors SA | History | Reduced | 4,302 | 2,483 | 1.26% | 1.47% | 1929 | -335 | -7.22% | Q1 2026 | May 05, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 4,227 | 2,472 | 0.31% | 0.33% | 1930 | +20 | 0.48% | Q1 2026 | Apr 07, 2026 |
| Peoples Bank/KS | History | Reduced | 4,259 | 2,458 | 2.47% | 2.72% | 1931 | -147 | -3.34% | Q1 2026 | Apr 15, 2026 |
| Yelin Lapidot Holdings Management Ltd. | History | No change | 4,238 | 2,446 | 0.51% | 0.52% | 1932 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SAGE ADVISORS, LLC | History | No change | 3,982 | 2,446 | 1.62% | 1.62% | 1933 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Brooklyn Investment Group | History | Added to | 4,235 | 2,444 | 0.08% | 0.07% | 1934 | +1,858 | 78.17% | Q1 2026 | Apr 29, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 4,231 | 2,441 | 0.26% | 0.32% | 1935 | +279 | 7.06% | Q1 2026 | Apr 23, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 3,965 | 2,435 | 1.76% | 1.76% | 1936 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Independent Solutions Wealth Management, LLC | History | New | 4,218 | 2,434 | 0.36% | — | 1937 | +4,218 | New | Q1 2026 | Apr 27, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 4,203 | 2,426 | 1.5% | 1.62% | 1938 | -33 | -0.78% | Q1 2026 | Apr 07, 2026 |
| Interval Partners, LP | History | Reduced | 4,196 | 2,421 | 0.06% | 2.79% | 1939 | -249,967 | -98.35% | Q1 2026 | May 15, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 4,195 | 2,421 | 1.04% | 1.12% | 1940 | -93 | -2.17% | Q1 2026 | Apr 20, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 4,189 | 2,417 | 0.57% | 0.63% | 1941 | -82 | -1.92% | Q1 2026 | Apr 17, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 4,182 | 2,413 | 0.27% | 0.3% | 1942 | -83 | -1.95% | Q1 2026 | Apr 10, 2026 |
| Tower Wealth Partners, Inc. | History | Added to | 4,182 | 2,413 | 1.33% | 1.4% | 1943 | +40 | 0.97% | Q1 2026 | May 08, 2026 |
| UMB Bank, n.a. | History | Reduced | 4,180 | 2,412 | 0.03% | 0.03% | 1944 | -38 | -0.9% | Q1 2026 | May 11, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 4,180 | 2,412 | 2.22% | 2.33% | 1945 | +15 | 0.36% | Q1 2026 | Apr 08, 2026 |
| WealthShield Partners, LLC | History | Added to | 4,179 | 2,411 | 0.27% | 0.27% | 1946 | +197 | 4.95% | Q1 2026 | May 01, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | Added to | 4,169 | 2,406 | 0.35% | 0.38% | 1947 | +139 | 3.45% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 4,166 | 2,404 | 0.25% | 0.27% | 1948 | -89 | -2.09% | Q1 2026 | May 11, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 4,166 | 2,404 | 0.22% | 0.23% | 1949 | -29 | -0.69% | Q1 2026 | May 12, 2026 |
| Semus Wealth Partners LLC | History | Added to | 4,160 | 2,401 | 1.34% | 1.37% | 1950 | +29 | 0.7% | Q1 2026 | Apr 24, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Reduced | 4,135 | 2,386 | 0.19% | 0.2% | 1951 | -15 | -0.36% | Q1 2026 | Apr 15, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 3,884 | 2,385 | 0.26% | 0.26% | 1952 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DOCK STREET ASSET MANAGEMENT INC | History | Added to | 4,126 | 2,381 | 0.25% | 0.22% | 1953 | +290 | 7.56% | Q1 2026 | Apr 20, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Reduced | 4,123 | 2,379 | 0.36% | 0.44% | 1954 | -1,635 | -28.4% | Q1 2026 | May 01, 2026 |
| VANGUARD ADVISERS INC | History | New | 4,113 | 2,373 | 0.01% | — | 1956 | +4,113 | New | Q1 2026 | May 08, 2026 |
| DAGCO, INC. | History | Added to | 4,112 | 2,373 | 0.51% | 0.5% | 1955 | +585 | 16.59% | Q1 2026 | Apr 20, 2026 |
| Xcel Wealth Management, LLC | History | Added to | 4,110 | 2,372 | 0.66% | 0.53% | 1958 | +696 | 20.39% | Q1 2026 | Apr 21, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | Added to | 4,110 | 2,372 | 0.97% | 1.01% | 1957 | +125 | 3.14% | Q1 2026 | Apr 27, 2026 |
| Narus Financial Partners, LLC | History | No change | 4,104 | 2,369 | 0.62% | 0.69% | 1959 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| United Advisor Group, LLC | History | Reduced | 4,102 | 2,367 | 0.29% | 0.32% | 1960 | -101 | -2.4% | Q1 2026 | Apr 17, 2026 |
| Atlas Brown,Inc. | History | Reduced | 4,090 | 2,360 | 0.71% | 0.75% | 1961 | -8 | -0.2% | Q1 2026 | Apr 17, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 4,088 | 2,359 | 0.24% | 0.09% | 1962 | +2,809 | 219.62% | Q1 2026 | Apr 30, 2026 |
| Geneva Partners, LLC | History | Reduced | 4,079 | 2,354 | 1.13% | 1.13% | 1963 | -1,081 | -20.95% | Q1 2026 | Apr 29, 2026 |
| United Asset Strategies, Inc. | History | Reduced | 4,059 | 2,343 | 0.19% | 0.19% | 1964 | -29 | -0.71% | Q1 2026 | Apr 29, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Reduced | 4,059 | 2,342 | 0.31% | 0.43% | 1965 | -402 | -9.01% | Q1 2026 | Apr 08, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Added to | 4,057 | 2,342 | 0.07% | 0.07% | 1966 | +21 | 0.52% | Q1 2026 | Apr 24, 2026 |
| MCDONALD PARTNERS LLC | History | Reduced | 4,051 | 2,338 | 0.55% | 0.78% | 1967 | -3 | -0.07% | Q1 2026 | May 15, 2026 |
| LWM Advisory Services, LLC | History | Reduced | 4,047 | 2,336 | 2.49% | 1.86% | 1968 | -1,113 | -21.57% | Q1 2026 | Apr 28, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | Added to | 4,049 | 2,336 | 0.63% | 0.65% | 1969 | +5 | 0.12% | Q1 2026 | Apr 22, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 4,044 | 2,334 | 0.25% | 0.26% | 1970 | -110 | -2.65% | Q1 2026 | Apr 21, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 4,037 | 2,330 | 0.14% | 0.15% | 1971 | -216 | -5.08% | Q1 2026 | May 01, 2026 |
| PMV Capital Advisers, LLC | History | Reduced | 4,036 | 2,329 | 3.93% | 4.59% | 1972 | -70 | -1.7% | Q1 2026 | Apr 16, 2026 |
| Optivise Advisory Services LLC | History | Added to | 4,031 | 2,326 | 1.41% | 1.38% | 1973 | +142 | 3.65% | Q1 2026 | Apr 15, 2026 |
| Left Brain Wealth Management, LLC | History | New | 4,026 | 2,323 | 0.91% | — | 1975 | +4,026 | New | Q1 2026 | Apr 30, 2026 |
| McAdam, LLC | History | Added to | 4,025 | 2,323 | 0.1% | 0.1% | 1974 | +395 | 10.88% | Q1 2026 | May 08, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | Added to | 4,023 | 2,321 | 2.49% | 0.4% | 1976 | +3,414 | 560.59% | Q1 2026 | Apr 20, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 4,014 | 2,316 | 0.13% | 0.1% | 1977 | +1,335 | 49.83% | Q1 2026 | Apr 29, 2026 |
| Net Worth Advisory Group | History | Reduced | 4,008 | 2,313 | 0.48% | 0.51% | 1978 | -81 | -1.98% | Q1 2026 | May 05, 2026 |
| Viewpoint Capital Management LLC | History | Added to | 4,005 | 2,311 | 1.08% | 1.0% | 1979 | +240 | 6.37% | Q1 2026 | Apr 17, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 4,000 | 2,308 | 0.12% | 0.14% | 1980 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Bramshill Investments, LLC | History | Reduced | 3,996 | 2,306 | 0.2% | 0.33% | 1981 | -5,504 | -57.94% | Q1 2026 | May 15, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Added to | 3,992 | 2,304 | 0.01% | 0.01% | 1982 | +456 | 12.9% | Q1 2026 | May 15, 2026 |
| Carter Financial Group, INC. | History | Reduced | 3,977 | 2,295 | 1.42% | 1.45% | 1983 | -11 | -0.28% | Q1 2026 | Apr 27, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 3,535 | 2,293 | 0.16% | 0.16% | 1984 | -79 | -2.19% | Q1 2026 | Apr 29, 2026 |
| River Street Advisors LLC | History | Added to | 3,945 | 2,276 | 0.77% | 0.91% | 1985 | +3 | 0.08% | Q1 2026 | Apr 21, 2026 |
| Platform Technology Partners | History | Reduced | 3,931 | 2,268 | 0.44% | 0.55% | 1986 | -241 | -5.78% | Q1 2026 | Apr 27, 2026 |
| Stembrook Asset Management, LLC | History | Added to | 3,928 | 2,267 | 2.22% | 2.25% | 1987 | +43 | 1.11% | Q1 2026 | May 13, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 3,927 | 2,266 | 0.68% | 0.7% | 1988 | +125 | 3.29% | Q1 2026 | Apr 20, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 3,912 | 2,258 | 0.62% | 0.72% | 1989 | -153 | -3.76% | Q1 2026 | May 05, 2026 |
| Fortitude Financial, LLC | History | Added to | 3,910 | 2,256 | 1.19% | 2.04% | 1990 | +4 | 0.1% | Q1 2026 | Apr 23, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 3,903 | 2,252 | 0.14% | 0.09% | 1991 | +1,454 | 59.37% | Q1 2026 | May 12, 2026 |
| Cannell & Spears LLC | History | Added to | 3,903 | 2,252 | 0.04% | 0.04% | 1992 | +505 | 14.86% | Q1 2026 | May 15, 2026 |
| PING CAPITAL MANAGEMENT, INC. | History | Reduced | 3,900 | 2,251 | 0.64% | 2.56% | 1993 | -10,600 | -73.1% | Q1 2026 | Apr 27, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 3,581 | 2,251 | 0.31% | 0.38% | 1994 | +362 | 11.25% | Q1 2026 | May 11, 2026 |
| UNION SAVINGS BANK | History | Added to | 3,898 | 2,249 | 0.99% | 1.0% | 1995 | +125 | 3.31% | Q1 2026 | Apr 17, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 3,896 | 2,248 | 0.75% | 0.78% | 1996 | +54 | 1.41% | Q1 2026 | May 05, 2026 |
| Innova Wealth Partners | History | Reduced | 3,893 | 2,247 | 1.06% | 1.48% | 1997 | -882 | -18.47% | Q1 2026 | Apr 24, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | Reduced | 3,895 | 2,247 | 1.44% | 1.5% | 1998 | -10 | -0.26% | Q1 2026 | May 07, 2026 |
| Cadence Bank | History | No change | 3,653 | 2,244 | 0.13% | 0.13% | 1999 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 3,886 | 2,243 | 0.3% | 0.31% | 2000 | +287 | 7.97% | Q1 2026 | May 11, 2026 |