iSHARES TRUST - QUAL
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.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Added to | 18,079,589 | 3,467,845 | 0.18% | 0.18% | 1 | +502,387 | 2.86% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 17,774,161 | 3,409,261 | 0.91% | 0.99% | 2 | +1,038,079 | 6.2% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 16,156,372 | 3,098,953 | 0.82% | 0.88% | 3 | -19,728 | -0.12% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 9,065,644 | 1,738,881 | 0.1% | 0.11% | 4 | +96,284 | 1.07% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 8,741,641 | 1,676,734 | 0.12% | 0.09% | 5 | +2,357,971 | 36.94% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 6,138,151 | 1,177,358 | 0.68% | 0.7% | 6 | -307,440 | -4.77% | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 5,422,601 | 1,040,147 | 0.24% | 0.18% | 7 | +1,466,964 | 37.09% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,184,791 | 780,422 | 0.05% | 0.06% | 8 | -266,275 | -5.98% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 4,000,492 | 767,334 | 1.08% | 1.02% | 9 | +472,802 | 13.4% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,969,187 | 761,329 | 0.14% | 0.15% | 10 | -149,506 | -3.63% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 3,772,843 | 723,669 | 0.11% | 0.12% | 11 | +54,781 | 1.47% | Q1 2026 | May 05, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 3,292,676 | 631,568 | 13.61% | 13.37% | 12 | +242,123 | 7.94% | Q1 2026 | Apr 07, 2026 |
| BlackRock, Inc. | History | Added to | 3,116,380 | 597,752 | 0.01% | 0.01% | 13 | +10,921 | 0.35% | Q1 2026 | May 13, 2026 |
| Facet Wealth, Inc. | History | Added to | 2,965,946 | 568,898 | 9.86% | 10.44% | 14 | +77,846 | 2.7% | Q1 2026 | May 07, 2026 |
| M&T BANK CORP | History | Reduced | 2,855,781 | 547,767 | 1.87% | 1.99% | 15 | -259,037 | -8.32% | Q1 2026 | May 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,694,660 | 516,862 | 5.91% | 6.06% | 16 | -7,094 | -0.26% | Q1 2026 | Apr 20, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 2,522,985 | 483,933 | 1.77% | 1.89% | 17 | -137,826 | -5.18% | Q1 2026 | Apr 24, 2026 |
| Focus Partners Wealth | History | Added to | 2,400,332 | 461,270 | 0.51% | 0.54% | 18 | +13,376 | 0.56% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,902,886 | 364,992 | 0.11% | 0.12% | 19 | -66,593 | -3.38% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,900,969 | 364,624 | 0.22% | 0.25% | 20 | -87,097 | -4.38% | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | Reduced | 1,889,343 | 362,394 | 0.95% | 1.21% | 21 | -356,585 | -15.88% | Q1 2026 | May 14, 2026 |
| Richard Bernstein Advisors LLC | History | Added to | 1,846,285 | 354,139 | 10.27% | 0.38% | 22 | +1,780,967 | 2726.61% | Q1 2026 | Apr 22, 2026 |
| Haverford Trust Co | History | Added to | 1,777,971 | 341,032 | 3.12% | 3.05% | 23 | +57,696 | 3.35% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,777,079 | 340,861 | 0.06% | 0.06% | 24 | +49,616 | 2.87% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 1,766,694 | 338,869 | 5.86% | 6.24% | 25 | +2,269 | 0.13% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,632,084 | 313,055 | 0.29% | 0.28% | 26 | +39,312 | 2.47% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 1,574,045 | 301,917 | 0.32% | 0.33% | 27 | +43,742 | 2.86% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,500,554 | 287,821 | 0.04% | 0.05% | 28 | -53,962 | -3.47% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,417,664 | 271,922 | 0.75% | 0.9% | 29 | -433,005 | -23.4% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,349,671 | 258,884 | 0.27% | 0.28% | 30 | +48,918 | 3.76% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,340,055 | 257,036 | 0.36% | 0.36% | 31 | -15,272 | -1.13% | Q1 2026 | Apr 27, 2026 |
| Wharton Business Group, LLC | History | Reduced | 1,201,810 | 230,519 | 8.71% | 9.08% | 32 | -464 | -0.04% | Q1 2026 | May 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,161,409 | 222,769 | 0.33% | 0.34% | 33 | -207,969 | -15.19% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 1,110,105 | 212,929 | 2.62% | 2.76% | 34 | +33,275 | 3.09% | Q1 2026 | May 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 1,101,752 | 211,327 | 1.65% | 1.83% | 35 | +16,599 | 1.53% | Q1 2026 | Apr 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,014,939 | 194,675 | 1.08% | 0.76% | 36 | -78,552 | -7.18% | Q1 2026 | Apr 29, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 985,890 | 189,103 | 7.92% | 8.84% | 37 | -37,897 | -3.7% | Q1 2026 | Apr 30, 2026 |
| Kestra Investment Management, LLC | History | Added to | 930,665 | 178,510 | 3.08% | 3.98% | 38 | +111,879 | 13.66% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 865,213 | 165,957 | 0.41% | 0.39% | 39 | +18,526 | 2.19% | Q1 2026 | Apr 22, 2026 |
| Bank of New York Mellon Corp | History | Added to | 856,096 | 164,207 | 0.03% | 0.03% | 40 | +70,330 | 8.95% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 807,579 | 155,075 | 0.23% | 0.25% | 41 | -59,734 | -6.89% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | Reduced | 797,152 | 152,901 | 1.62% | 1.76% | 42 | -40,238 | -4.81% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 785,050 | 150,580 | 1.2% | 1.24% | 43 | +260,443 | 49.65% | Q1 2026 | May 15, 2026 |
| SNS Financial Group, LLC | History | Added to | 780,349 | 149,678 | 12.9% | 12.98% | 44 | +21,513 | 2.83% | Q1 2026 | Apr 14, 2026 |
| Foster Group, Inc. | History | Added to | 750,295 | 143,914 | 4.28% | 4.32% | 45 | +30,570 | 4.25% | Q1 2026 | Apr 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 691,130 | 132,565 | 1.3% | 1.27% | 46 | +40,940 | 6.3% | Q1 2026 | May 08, 2026 |
| &PARTNERS | History | Added to | 665,712 | 127,893 | 0.63% | 0.63% | 47 | +56,076 | 9.2% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 654,854 | 125,606 | 0.15% | 0.16% | 48 | -32,245 | -4.69% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 643,262 | 122,996 | 0.18% | 0.18% | 49 | -21,105 | -3.18% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 619,423 | 118,839 | 0.73% | 0.69% | 50 | +38,799 | 6.68% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 605,588 | 116,157 | 0.7% | 0.73% | 51 | +5,890 | 0.98% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 604,311 | 115,912 | 0.63% | 0.62% | 52 | +36,521 | 6.43% | Q1 2026 | May 05, 2026 |
| Unison Advisors LLC | History | Added to | 603,217 | 115,703 | 8.78% | 6.48% | 53 | +229,969 | 61.61% | Q1 2026 | Apr 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 597,656 | 114,636 | 1.42% | 1.4% | 54 | +61,633 | 11.5% | Q1 2026 | May 11, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 577,602 | 110,789 | 7.75% | 5.92% | 55 | +15,612 | 2.78% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Reduced | 536,934 | 102,989 | 0.5% | 0.62% | 56 | -11,069 | -2.02% | Q1 2026 | May 04, 2026 |
| Equitable Holdings, Inc. | History | Added to | 517,330 | 102,741 | 0.66% | 0.62% | 57 | +58,813 | 12.83% | Q1 2026 | May 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 502,976 | 96,475 | 0.78% | 0.79% | 58 | +14,362 | 2.94% | Q1 2026 | May 01, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 502,864 | 96,454 | 10.86% | 11.79% | 59 | -4,887 | -0.96% | Q1 2026 | Apr 07, 2026 |
| Merit Financial Group, LLC | History | Added to | 501,905 | 96,270 | 0.72% | 0.74% | 60 | +35,961 | 7.72% | Q1 2026 | Apr 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 460,653 | 91,494 | 4.43% | 4.33% | 61 | -2,617 | -0.56% | Q1 2026 | Apr 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 461,725 | 88,564 | 0.23% | 0.27% | 62 | -47,182 | -9.27% | Q1 2026 | Apr 30, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 459,443 | 88,125 | 1.02% | 1.17% | 63 | -23,571 | -4.88% | Q1 2026 | May 08, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 454,044 | 87,526 | 1.5% | 2.1% | 64 | -126,735 | -21.82% | Q1 2026 | May 14, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 455,785 | 87,424 | 4.03% | 4.98% | 65 | -92,790 | -16.91% | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 443,371 | 85,042 | 0.32% | 0.6% | 66 | -284,213 | -39.06% | Q1 2026 | Apr 30, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 429,470 | 82,376 | 1.06% | 1.09% | 67 | +2,325 | 0.54% | Q1 2026 | Apr 21, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 424,179 | 81,361 | 1.84% | 1.93% | 68 | +3,642 | 0.87% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 432,898 | 81,082 | 0.04% | 0.04% | 69 | +75,575 | 21.15% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 411,517 | 78,933 | 0.01% | 0.03% | 70 | -697,447 | -62.89% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 404,816 | 77,647 | 0.36% | 0.37% | 71 | +4,412 | 1.1% | Q1 2026 | Apr 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 402,442 | 77,168 | 0.13% | 0.15% | 72 | -1,306 | -0.32% | Q1 2026 | May 14, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 402,172 | 77,140 | 3.41% | 3.76% | 73 | -50,433 | -11.14% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 401,444 | 77,001 | 0.14% | 0.14% | 74 | +5,279 | 1.33% | Q1 2026 | May 14, 2026 |
| JB Capital LLC | History | Added to | 371,144 | 71,189 | 2.88% | 2.91% | 75 | +11,901 | 3.31% | Q1 2026 | Apr 27, 2026 |
| AdvisorShares Investments LLC | History | New | 365,784 | 70,161 | 12.79% | — | 76 | +365,784 | New | Q1 2026 | Apr 28, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 348,994 | 66,940 | 0.35% | 0.05% | 77 | +316,548 | 975.61% | Q1 2026 | May 15, 2026 |
| SACHEM HILL LLC | History | Reduced | 346,003 | 66,366 | 12.86% | 13.41% | 78 | -1,399 | -0.4% | Q1 2026 | May 13, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 339,751 | 65,167 | 0.28% | 0.31% | 79 | -36,101 | -9.61% | Q1 2026 | May 15, 2026 |
| Valence8 US LP | History | Reduced | 337,336 | 64,704 | 22.62% | 21.37% | 80 | -25,767 | -7.1% | Q1 2026 | May 15, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 324,549 | 62,251 | 0.33% | 0.24% | 81 | +79,500 | 32.44% | Q1 2026 | May 04, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 320,607 | 61,495 | 3.8% | 3.86% | 82 | +523 | 0.16% | Q1 2026 | Apr 29, 2026 |
| Horizon Investments, LLC | History | Added to | 319,994 | 61,378 | 0.69% | 0.76% | 83 | +16,294 | 5.37% | Q1 2026 | May 14, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 312,815 | 60,001 | 6.03% | 5.71% | 84 | +26,032 | 9.08% | Q1 2026 | May 15, 2026 |
| LANDAAS & CO /WI /ADV | History | Reduced | 308,026 | 59,082 | 12.96% | 13.62% | 85 | -3,688 | -1.18% | Q1 2026 | Apr 30, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 304,132 | 58,335 | 1.39% | 1.82% | 86 | -86,030 | -22.05% | Q1 2026 | Apr 30, 2026 |
| AE Wealth Management LLC | History | Reduced | 301,971 | 57,921 | 0.31% | 0.37% | 87 | -22,515 | -6.94% | Q1 2026 | May 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 300,753 | 57,687 | 0.79% | 1.17% | 88 | -108,798 | -26.57% | Q1 2026 | Apr 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 289,121 | 55,456 | 0.28% | 0.31% | 89 | +291 | 0.1% | Q1 2026 | May 08, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 288,758 | 55,386 | 0.21% | — | 90 | +288,758 | New | Q1 2026 | May 12, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 283,133 | 54,307 | 3.71% | 3.85% | 91 | +1,466 | 0.52% | Q1 2026 | Apr 21, 2026 |
| Baron Wealth Management LLC | History | Reduced | 280,742 | 53,849 | 16.1% | 17.42% | 92 | -3,847 | -1.35% | Q1 2026 | Apr 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 274,217 | 52,967 | 0.11% | 0.09% | 93 | -70,605 | -20.48% | Q1 2026 | Apr 08, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 268,182 | 51,439 | 0.75% | 0.95% | 94 | -48,297 | -15.26% | Q1 2026 | Apr 09, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 266,639 | 51,144 | 0.83% | 0.9% | 95 | +5,380 | 2.06% | Q1 2026 | Apr 22, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 265,068 | 50,842 | 2.26% | 2.36% | 96 | +1,414 | 0.54% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 264,512 | 50,507 | 0.1% | 0.09% | 97 | +1,384 | 0.53% | Q1 2026 | May 01, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 249,841 | 47,922 | 21.4% | 14.08% | 98 | +9,850 | 4.1% | Q1 2026 | Apr 09, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 249,681 | 47,891 | 1.03% | 1.01% | 99 | +37,080 | 17.44% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 249,681 | 47,891 | 0.89% | 0.87% | 100 | +37,080 | 17.44% | Q1 2026 | May 06, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 242,921 | 46,594 | 0.07% | 0.08% | 101 | -400 | -0.16% | Q1 2026 | May 14, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 236,306 | 45,325 | 2.79% | 3.08% | 102 | +6,073 | 2.64% | Q1 2026 | Apr 28, 2026 |
| Aspen Wealth Management LLC | History | Reduced | 227,662 | 43,667 | 8.71% | 9.55% | 103 | -1,220 | -0.53% | Q1 2026 | Apr 01, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 217,142 | 43,128 | 0.2% | 0.2% | 104 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MCF Advisors LLC | History | Added to | 211,450 | 40,558 | 1.78% | 0.0% | 105 | +211,036 | 50974.88% | Q1 2026 | May 11, 2026 |
| Wealth Group Ltd | History | Added to | 209,617 | 40,206 | 9.16% | 9.06% | 106 | +5,725 | 2.81% | Q1 2026 | Apr 10, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 207,760 | 39,850 | 0.93% | 1.05% | 107 | -10,768 | -4.93% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 206,606 | 39,629 | 0.01% | 0.0% | 108 | +204,430 | 9394.76% | Q1 2026 | May 12, 2026 |
| AlphaCore Capital LLC | History | Reduced | 206,216 | 39,554 | 0.94% | 0.93% | 109 | -3,324 | -1.59% | Q1 2026 | May 15, 2026 |
| SlateStone Wealth, LLC | History | Added to | 202,654 | 38,871 | 3.2% | 3.24% | 110 | +7,766 | 3.98% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 201,135 | 38,772 | 0.37% | 0.44% | 111 | -7,432 | -3.56% | Q1 2026 | Apr 07, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 197,629 | 37,907 | 0.35% | 0.96% | 112 | -187,280 | -48.66% | Q1 2026 | May 06, 2026 |
| Atria Investments, Inc | History | Added to | 197,593 | 37,900 | 0.42% | 0.39% | 113 | +26,956 | 15.8% | Q1 2026 | May 05, 2026 |
| TD Capital Management LLC | History | Reduced | 196,375 | 37,666 | 3.39% | 3.5% | 114 | -2,381 | -1.2% | Q1 2026 | May 11, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 195,118 | 37,425 | 0.54% | 0.53% | 115 | +29,608 | 17.89% | Q1 2026 | Apr 10, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 192,031 | 36,833 | 2.36% | 2.46% | 116 | -917 | -0.48% | Q1 2026 | Apr 17, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 190,271 | 36,495 | 4.92% | 4.94% | 117 | -5,597 | -2.86% | Q1 2026 | Apr 08, 2026 |
| Austin Private Wealth, LLC | History | No change | 176,184 | 34,993 | 2.6% | 2.6% | 118 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| US BANCORP \DE\ | History | Reduced | 182,032 | 34,915 | 0.04% | 0.07% | 119 | -97,527 | -34.89% | Q1 2026 | May 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 176,633 | 33,879 | 0.79% | 0.46% | 120 | +128,082 | 263.81% | Q1 2026 | Apr 27, 2026 |
| Sowell Financial Services LLC | History | Added to | 175,920 | 33,743 | 1.25% | 1.26% | 121 | +3,549 | 2.06% | Q1 2026 | Apr 20, 2026 |
| CFO4Life Group, LLC | History | Reduced | 175,287 | 33,621 | 5.13% | 4.99% | 122 | -943 | -0.54% | Q1 2026 | May 11, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 170,323 | 32,669 | 5.35% | 5.5% | 123 | +5,409 | 3.28% | Q1 2026 | Apr 21, 2026 |
| MA Private Wealth | History | Added to | 169,641 | 32,538 | 5.5% | 5.6% | 124 | +554 | 0.33% | Q1 2026 | May 07, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 168,717 | 32,361 | 0.01% | 0.01% | 125 | -315 | -0.19% | Q1 2026 | May 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 168,631 | 32,345 | 3.68% | 3.76% | 126 | +578 | 0.34% | Q1 2026 | Apr 16, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 168,251 | 32,272 | 4.35% | 4.51% | 127 | -853 | -0.5% | Q1 2026 | May 15, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 155,322 | 31,959 | 2.08% | 1.89% | 128 | +12,580 | 8.81% | Q1 2026 | May 12, 2026 |
| Symmetry Partners, LLC | History | Added to | 165,209 | 31,688 | 1.81% | 1.82% | 129 | +10,051 | 6.48% | Q1 2026 | Apr 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 164,348 | 31,523 | 0.04% | 0.04% | 130 | +6,389 | 4.04% | Q1 2026 | Apr 27, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 163,942 | 31,445 | 0.73% | 0.76% | 131 | +5,421 | 3.42% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 161,547 | 30,986 | 0.34% | 0.13% | 132 | +113,494 | 236.19% | Q1 2026 | May 15, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 159,880 | 30,666 | 2.59% | 2.88% | 133 | -743 | -0.46% | Q1 2026 | Apr 15, 2026 |
| Cardinal Strategic Wealth Guidance | History | Reduced | 155,768 | 29,877 | 7.88% | 8.28% | 134 | -3,665 | -2.3% | Q1 2026 | Apr 20, 2026 |
| Family Manage LLC | History | Reduced | 155,336 | 29,794 | 3.57% | 4.07% | 135 | -6,944 | -4.28% | Q1 2026 | May 15, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 153,714 | 29,483 | 3.98% | 4.06% | 136 | +2,540 | 1.68% | Q1 2026 | Apr 08, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 153,333 | 29,410 | 0.26% | 0.33% | 137 | -14,577 | -8.68% | Q1 2026 | May 14, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 153,029 | 29,352 | 0.47% | 0.49% | 138 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 151,213 | 29,004 | 1.38% | 1.34% | 139 | +3,523 | 2.39% | Q1 2026 | May 18, 2026 |
| Boulder Wealth Advisors, LLC | History | Added to | 150,681 | 28,902 | 11.52% | 12.33% | 140 | +3,785 | 2.58% | Q1 2026 | May 08, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 148,864 | 28,553 | 0.22% | 0.21% | 141 | -972 | -0.65% | Q1 2026 | May 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 147,882 | 28,365 | 0.22% | 0.28% | 142 | -35,906 | -19.54% | Q1 2026 | May 14, 2026 |
| Annandale Capital, LLC | History | Added to | 147,580 | 28,307 | 3.99% | 2.69% | 143 | +33,327 | 29.17% | Q1 2026 | May 15, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 147,113 | 28,217 | 2.09% | 2.27% | 144 | -6,170 | -4.03% | Q1 2026 | Apr 16, 2026 |
| Parallel Advisors, LLC | History | Reduced | 145,994 | 28,003 | 0.5% | 0.6% | 145 | -17,907 | -10.93% | Q1 2026 | May 07, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 143,329 | 27,492 | 1.57% | 1.59% | 146 | +9,666 | 7.23% | Q1 2026 | Apr 09, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 142,886 | 27,406 | 1.33% | 1.52% | 147 | -16,327 | -10.25% | Q1 2026 | May 04, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 139,989 | 26,854 | 3.35% | 4.08% | 148 | -19,323 | -12.13% | Q1 2026 | May 12, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 139,781 | 26,811 | 1.62% | 1.75% | 149 | -4,171 | -2.9% | Q1 2026 | May 12, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | Added to | 139,516 | 26,761 | 16.25% | 18.95% | 150 | +165 | 0.12% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 138,182 | 26,504 | 0.3% | 0.34% | 151 | -11,042 | -7.4% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 138,005 | 26,470 | 0.05% | 0.01% | 152 | +120,069 | 669.43% | Q1 2026 | May 01, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 137,494 | 26,372 | 1.53% | 1.64% | 153 | -2,437 | -1.74% | Q1 2026 | Apr 29, 2026 |
| CHOREO, LLC | History | Reduced | 136,170 | 26,106 | 0.32% | 0.36% | 154 | -6,162 | -4.33% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Added to | 135,582 | 26,005 | 0.02% | 0.01% | 155 | +31,365 | 30.1% | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | Added to | 134,736 | 25,844 | 0.08% | 0.07% | 156 | +19,327 | 16.75% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 134,311 | 25,762 | 0.19% | 0.14% | 157 | +48,585 | 56.67% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 134,275 | 25,755 | 0.47% | 0.47% | 158 | +2,123 | 1.61% | Q1 2026 | Apr 10, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 129,233 | 25,668 | 0.01% | 0.02% | 159 | -122,555 | -48.67% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Added to | 133,383 | 25,584 | 0.27% | 0.02% | 160 | +129,226 | 3108.64% | Q1 2026 | May 12, 2026 |
| Centerpoint Advisors, LLC | History | Added to | 133,280 | 25,564 | 8.32% | 8.11% | 161 | +492 | 0.37% | Q1 2026 | May 07, 2026 |
| RVW Wealth, LLC | History | Reduced | 131,486 | 25,220 | 1.96% | 2.04% | 162 | -3,159 | -2.35% | Q1 2026 | Apr 08, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 130,394 | 25,010 | 1.18% | 1.2% | 163 | +5,035 | 4.02% | Q1 2026 | May 15, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 130,350 | 25,002 | 2.78% | 3.83% | 164 | -38,846 | -22.96% | Q1 2026 | Apr 28, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 129,739 | 24,885 | 2.72% | 5.56% | 165 | -35,943 | -21.69% | Q1 2026 | May 07, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 127,412 | 24,438 | 2.32% | 2.3% | 166 | +2,258 | 1.8% | Q1 2026 | May 11, 2026 |
| Aventus Investment Advisors, Inc. | History | Added to | 125,907 | 24,150 | 20.43% | 20.25% | 167 | +114 | 0.09% | Q1 2026 | Apr 15, 2026 |
| COMERICA BANK | History | No change | 121,563 | 24,144 | 0.1% | 0.1% | 168 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 124,776 | 23,933 | 3.79% | 4.73% | 169 | -4,094 | -3.18% | Q1 2026 | Apr 17, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 114,578 | 23,739 | 3.26% | 3.4% | 170 | +1,030 | 0.91% | Q1 2026 | Apr 28, 2026 |
| UMB Bank, n.a. | History | Reduced | 123,637 | 23,714 | 0.33% | 0.6% | 171 | -101,974 | -45.2% | Q1 2026 | May 11, 2026 |
| Client First Capital LLC | History | Reduced | 123,300 | 23,650 | 10.26% | 10.41% | 172 | -1,059 | -0.85% | Q1 2026 | Apr 24, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 121,448 | 23,295 | 0.47% | 0.43% | 173 | +14,824 | 13.9% | Q1 2026 | May 14, 2026 |
| Tanglewood Wealth Management, Inc. | History | Reduced | 120,887 | 23,187 | 1.92% | 2.21% | 174 | -737 | -0.61% | Q1 2026 | Apr 20, 2026 |
| Ascent Group, LLC | History | Added to | 119,952 | 23,007 | 0.8% | 0.78% | 175 | +4,852 | 4.22% | Q1 2026 | May 15, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 118,831 | 22,792 | 0.1% | 0.1% | 176 | -2,545 | -2.1% | Q1 2026 | May 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 117,621 | 22,560 | 0.25% | 0.25% | 177 | +6,494 | 5.84% | Q1 2026 | Apr 20, 2026 |
| MCMORGAN & CO LLC | History | Reduced | 116,774 | 22,398 | 3.62% | 3.94% | 178 | -2,996 | -2.5% | Q1 2026 | May 05, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 115,490 | 22,152 | 0.26% | 0.31% | 179 | -20,617 | -15.15% | Q1 2026 | May 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 115,176 | 22,091 | 2.39% | 2.62% | 180 | -5,431 | -4.5% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 115,088 | 22,075 | 0.02% | 0.01% | 181 | +58,661 | 103.96% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 113,406 | 21,752 | 2.99% | 3.03% | 182 | +2,631 | 2.38% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 111,170 | 21,323 | 0.0% | 0.0% | 183 | +58,081 | 109.4% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 110,632 | 21,220 | 0.31% | 0.33% | 184 | +1,638 | 1.5% | Q1 2026 | May 13, 2026 |
| 360 Financial, Inc. | History | Added to | 109,815 | 21,063 | 6.35% | 6.59% | 185 | +67 | 0.06% | Q1 2026 | May 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 109,396 | 20,983 | 0.5% | 0.59% | 186 | -12,215 | -10.04% | Q1 2026 | May 11, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 107,966 | 20,708 | 3.13% | 3.16% | 187 | +2,540 | 2.41% | Q1 2026 | Apr 15, 2026 |
| Financial Partners Group, Inc | History | Added to | 107,247 | 20,571 | 2.46% | 2.44% | 188 | +3,197 | 3.07% | Q1 2026 | Apr 10, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 106,928 | 20,509 | 0.51% | 0.54% | 189 | +2,943 | 2.83% | Q1 2026 | Apr 15, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 106,709 | 20,467 | 0.79% | 1.21% | 190 | -56,706 | -34.7% | Q1 2026 | May 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 105,955 | 20,323 | 0.2% | 0.17% | 191 | +36,097 | 51.67% | Q1 2026 | May 13, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 105,698 | 20,273 | 2.82% | 2.91% | 192 | +1,898 | 1.83% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 105,286 | 20,194 | 0.11% | 0.12% | 193 | -3,249 | -2.99% | Q1 2026 | Apr 30, 2026 |
| Strategic Point Investment Advisors, LLC | History | Reduced | 104,390 | 20,023 | 2.91% | 2.94% | 194 | -2,787 | -2.6% | Q1 2026 | Apr 23, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 102,610 | 19,909 | 1.2% | 6.43% | 195 | -432,230 | -80.81% | Q1 2026 | Apr 07, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 103,547 | 19,861 | 0.17% | 0.16% | 196 | -6,123 | -5.58% | Q1 2026 | May 13, 2026 |
| TRB Wealth Management, LLC | History | New | 103,497 | 19,851 | 2.82% | — | 197 | +103,497 | New | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 103,108 | 19,777 | 0.08% | 0.09% | 198 | -1,455 | -1.39% | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | Added to | 103,071 | 19,770 | 0.04% | 0.01% | 199 | +88,517 | 608.2% | Q1 2026 | May 14, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 102,591 | 19,677 | 1.46% | 1.5% | 200 | -204 | -0.2% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 102,584 | 19,676 | 0.25% | 0.25% | 201 | +2,904 | 2.91% | Q1 2026 | Apr 28, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 101,884 | 19,542 | 0.6% | 0.68% | 202 | -2,918 | -2.78% | Q1 2026 | May 05, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 101,167 | 19,404 | 0.13% | 0.09% | 203 | +9,408 | 10.25% | Q1 2026 | May 07, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 100,847 | 19,343 | 2.03% | 2.48% | 204 | -13,043 | -11.45% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 100,418 | 19,261 | 0.24% | 0.27% | 205 | -7,746 | -7.16% | Q1 2026 | Apr 20, 2026 |
| Brookstone Capital Management | History | Added to | 99,003 | 18,989 | 0.22% | 0.22% | 206 | +91 | 0.09% | Q1 2026 | Apr 16, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 98,780 | 18,946 | 0.1% | 0.11% | 207 | -8,144 | -7.62% | Q1 2026 | Apr 22, 2026 |
| Weaver Consulting Group | History | Reduced | 98,114 | 18,819 | 4.49% | 4.86% | 208 | -1,990 | -1.99% | Q1 2026 | May 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 88,289 | 18,268 | 1.26% | 1.39% | 209 | -7,704 | -8.03% | Q1 2026 | Apr 29, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 93,926 | 18,015 | 2.24% | 2.3% | 210 | -982 | -1.03% | Q1 2026 | Apr 21, 2026 |
| Trinity Wealth Management, LLC | History | Reduced | 92,247 | 17,693 | 6.5% | 6.9% | 211 | -2,132 | -2.26% | Q1 2026 | Apr 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 91,300 | 17,512 | 0.01% | 0.11% | 212 | -317,500 | -77.67% | Q1 2026 | May 15, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 91,166 | 17,486 | 5.93% | 8.45% | 213 | -31,604 | -25.74% | Q1 2026 | May 04, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 90,570 | 17,372 | 1.81% | 1.9% | 214 | -1,306 | -1.42% | Q1 2026 | May 04, 2026 |
| Keebeck Wealth Management | History | Reduced | 90,452 | 17,349 | 1.95% | 2.09% | 215 | -522 | -0.57% | Q1 2026 | May 14, 2026 |
| KWB Wealth | History | Reduced | 83,553 | 16,595 | 1.64% | 1.59% | 216 | -1,141 | -1.35% | Q1 2026 | Apr 08, 2026 |
| Stone House Investment Management, LLC | History | Added to | 86,137 | 16,521 | 2.96% | 2.6% | 217 | +1,889 | 2.24% | Q1 2026 | Apr 22, 2026 |
| HUB Investment Partners, LLC | History | Added to | 85,757 | 16,449 | 0.39% | 0.41% | 219 | +5,982 | 7.5% | Q1 2026 | May 15, 2026 |
| Detalus Advisors, LLC | History | Added to | 85,759 | 16,449 | 3.76% | 4.09% | 218 | +1,236 | 1.46% | Q1 2026 | Apr 22, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 85,062 | 16,315 | 1.98% | 1.99% | 220 | +2,068 | 2.49% | Q1 2026 | Apr 23, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 83,362 | 15,989 | 0.61% | 0.61% | 221 | -1,460 | -1.72% | Q1 2026 | May 11, 2026 |
| Apella Capital, LLC | History | Reduced | 77,243 | 15,983 | 0.24% | 0.31% | 222 | -2,559 | -3.21% | Q1 2026 | Apr 20, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 83,308 | 15,979 | 0.13% | 0.14% | 223 | -3,856 | -4.42% | Q1 2026 | May 01, 2026 |
| Elevated Financial Group LLC | History | Added to | 83,080 | 15,935 | 5.18% | 5.68% | 224 | +411 | 0.5% | Q1 2026 | May 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 82,597 | 15,842 | 0.59% | 0.53% | 225 | +12,117 | 17.19% | Q1 2026 | May 14, 2026 |
| Well Done, LLC | History | Reduced | 82,502 | 15,824 | 2.32% | 2.67% | 226 | -7,356 | -8.19% | Q1 2026 | Apr 14, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 82,208 | 15,768 | 1.07% | 1.03% | 227 | +5,444 | 7.09% | Q1 2026 | May 15, 2026 |
| Community Financial Services Group, LLC | History | Reduced | 81,442 | 15,699 | 2.76% | 3.0% | 228 | -742 | -0.9% | Q1 2026 | Apr 08, 2026 |
| MB Generational Wealth, LLC | History | Reduced | 81,569 | 15,645 | 8.65% | 8.69% | 229 | -1,084 | -1.31% | Q1 2026 | May 04, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 81,085 | 15,553 | 2.43% | 2.59% | 230 | -1,464 | -1.77% | Q1 2026 | Apr 17, 2026 |
| Lutz Financial Services LLC | History | Added to | 80,906 | 15,518 | 1.04% | 1.04% | 231 | +3,605 | 4.66% | Q1 2026 | May 04, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 80,277 | 15,397 | 2.9% | 3.21% | 232 | -4,966 | -5.83% | Q1 2026 | Apr 13, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 80,236 | 15,390 | 1.31% | 2.12% | 233 | -46,479 | -36.68% | Q1 2026 | May 05, 2026 |
| Sovran Advisors, LLC | History | Added to | 74,060 | 15,348 | 1.2% | 1.23% | 234 | +3,104 | 4.37% | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 76,928 | 15,279 | 0.27% | 0.27% | 235 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 73,225 | 15,184 | 3.24% | 3.22% | 236 | +2,618 | 3.71% | Q1 2026 | May 01, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 78,789 | 15,112 | 2.13% | 2.19% | 237 | -904 | -1.13% | Q1 2026 | Apr 15, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Reduced | 78,410 | 15,039 | 2.84% | 3.25% | 238 | -6,163 | -7.29% | Q1 2026 | May 07, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 77,824 | 14,927 | 0.54% | 0.76% | 239 | -32,099 | -29.2% | Q1 2026 | Apr 14, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 77,806 | 14,923 | 5.21% | 7.25% | 240 | -31,568 | -28.86% | Q1 2026 | Apr 20, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | No change | 77,200 | 14,807 | 0.54% | 0.47% | 241 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 76,659 | 14,703 | 2.05% | 2.08% | 242 | +1,246 | 1.65% | Q1 2026 | Apr 24, 2026 |
| High Falls Advisors, Inc | History | No change | 73,422 | 14,583 | 2.95% | 2.95% | 243 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 75,357 | 14,454 | 0.01% | 0.01% | 244 | +1,758 | 2.39% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 74,632 | 14,315 | 0.02% | 0.03% | 245 | +9,262 | 14.17% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 69,346 | 14,268 | 0.25% | 0.42% | 246 | +24,763 | 55.54% | Q1 2026 | May 01, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 72,150 | 13,839 | 0.25% | 0.28% | 247 | -153,598 | -68.04% | Q1 2026 | May 07, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 72,145 | 13,838 | 2.65% | 2.69% | 248 | +1,407 | 1.99% | Q1 2026 | May 01, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 71,720 | 13,756 | 1.54% | 2.17% | 249 | -23,490 | -24.67% | Q1 2026 | Apr 10, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 71,553 | 13,724 | 6.44% | 6.57% | 250 | -6,110 | -7.87% | Q1 2026 | Apr 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 70,884 | 13,596 | 0.07% | 0.06% | 251 | +14,746 | 26.27% | Q1 2026 | May 13, 2026 |
| Wealth Quarterback LLC | History | Added to | 70,827 | 13,585 | 5.35% | 5.03% | 252 | +437 | 0.62% | Q1 2026 | Apr 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 70,730 | 13,566 | 0.01% | 0.01% | 253 | +14,155 | 25.02% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | New | 70,319 | 13,487 | 0.48% | — | 254 | +70,319 | New | Q1 2026 | May 14, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 70,239 | 13,472 | 3.72% | 3.83% | 255 | +1,487 | 2.16% | Q1 2026 | May 12, 2026 |
| Caprock Group, LLC | History | Reduced | 69,362 | 13,304 | 0.32% | 0.3% | 256 | -1,708 | -2.4% | Q1 2026 | May 11, 2026 |
| Trek Financial, LLC | History | Added to | 69,242 | 13,281 | 0.7% | 0.74% | 257 | +4,697 | 7.28% | Q1 2026 | May 13, 2026 |
| J. Mark Nickell & Co. | History | Reduced | 69,011 | 13,237 | 13.73% | 15.58% | 258 | -15,958 | -18.78% | Q1 2026 | May 15, 2026 |
| Stonebrook Private Inc. | History | Reduced | 68,150 | 13,071 | 2.78% | 2.84% | 259 | -151 | -0.22% | Q1 2026 | May 11, 2026 |
| SOL Capital Management CO | History | Added to | 75,732 | 12,829 | 6.23% | 0.88% | 260 | +26,615 | 54.19% | Q1 2026 | Apr 24, 2026 |
| CGN Advisors LLC | History | Reduced | 66,609 | 12,776 | 1.01% | 1.06% | 261 | -853 | -1.26% | Q1 2026 | Apr 13, 2026 |
| Scissortail Wealth Management, LLC | History | Reduced | 66,255 | 12,708 | 2.55% | 3.68% | 262 | -14,894 | -18.35% | Q1 2026 | Apr 23, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Reduced | 65,084 | 12,483 | 2.22% | 2.5% | 263 | -1,444 | -2.17% | Q1 2026 | Apr 27, 2026 |
| World Investment Advisors | History | Added to | 65,065 | 12,480 | 0.2% | 0.21% | 264 | +433 | 0.67% | Q1 2026 | Apr 27, 2026 |
| PAX Financial Group, LLC | History | Added to | 65,003 | 12,468 | 2.13% | 2.05% | 265 | +5,138 | 8.58% | Q1 2026 | Apr 27, 2026 |
| Kelly Financial Services LLC | History | Reduced | 64,776 | 12,382 | 2.99% | 3.27% | 266 | -933 | -1.42% | Q1 2026 | Apr 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 64,367 | 12,346 | 0.0% | 0.0% | 267 | +23,660 | 58.12% | Q1 2026 | May 15, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 62,631 | 12,013 | 1.19% | 1.14% | 268 | +4,226 | 7.24% | Q1 2026 | May 14, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 61,102 | 11,719 | 2.47% | 2.45% | 269 | +2,622 | 4.48% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 60,915 | 11,684 | 0.24% | 0.38% | 270 | -25,422 | -29.45% | Q1 2026 | Apr 13, 2026 |
| Csenge Advisory Group | History | Reduced | 60,554 | 11,614 | 0.53% | 0.55% | 271 | -121 | -0.2% | Q1 2026 | Apr 30, 2026 |
| GSG Advisors LLC | History | Added to | 60,496 | 11,603 | 3.01% | 2.97% | 272 | +2,648 | 4.58% | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 57,506 | 11,421 | 0.22% | 0.22% | 273 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 59,395 | 11,392 | 2.38% | 0.77% | 274 | +42,169 | 244.8% | Q1 2026 | May 05, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 59,240 | 11,362 | 5.31% | 5.59% | 275 | +530 | 0.9% | Q1 2026 | Apr 24, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 58,980 | 11,313 | 3.49% | 3.6% | 276 | -1,097 | -1.83% | Q1 2026 | Apr 13, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 58,889 | 11,295 | 1.74% | 1.89% | 277 | -1,553 | -2.57% | Q1 2026 | Apr 29, 2026 |
| 5T Wealth, LLC | History | Reduced | 58,681 | 11,255 | 4.45% | 4.68% | 278 | -356 | -0.6% | Q1 2026 | Apr 13, 2026 |
| Keystone Financial Services | History | Reduced | 58,521 | 11,224 | 3.29% | 6.37% | 279 | -47,698 | -44.91% | Q1 2026 | May 06, 2026 |
| Kovack Advisors, Inc. | History | Added to | 58,822 | 11,200 | 0.6% | 0.29% | 280 | +27,192 | 85.97% | Q1 2026 | May 12, 2026 |
| Vident Advisory, LLC | History | Added to | 58,205 | 11,164 | 0.1% | 0.08% | 281 | +11,467 | 24.53% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 57,825 | 11,091 | 0.81% | 0.76% | 282 | +3,400 | 6.25% | Q1 2026 | May 05, 2026 |
| StrongBox Wealth, LLC | History | Added to | 57,322 | 10,995 | 3.52% | 3.47% | 283 | +4,115 | 7.73% | Q1 2026 | May 08, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 57,085 | 10,949 | 1.91% | 1.88% | 284 | -9,171 | -13.84% | Q1 2026 | May 15, 2026 |
| Montecito Bank & Trust | History | Added to | 56,988 | 10,930 | 1.8% | 1.8% | 285 | +209 | 0.37% | Q1 2026 | Apr 16, 2026 |
| ERn Financial, LLC | History | Added to | 56,975 | 10,928 | 2.05% | 2.13% | 286 | +17 | 0.03% | Q1 2026 | Apr 24, 2026 |
| Asset Advisors Investment Management, LLC | History | Added to | 56,302 | 10,799 | 1.03% | 1.01% | 287 | +1,263 | 2.29% | Q1 2026 | Apr 16, 2026 |
| Trilogy Capital Inc. | History | Reduced | 56,090 | 10,758 | 0.47% | 0.53% | 288 | -4,057 | -6.75% | Q1 2026 | Apr 21, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 56,017 | 10,744 | 1.42% | 1.37% | 289 | +2,971 | 5.6% | Q1 2026 | Apr 27, 2026 |
| Balentine LLC | History | Reduced | 55,482 | 10,641 | 0.43% | 0.44% | 290 | -2,821 | -4.84% | Q1 2026 | Apr 24, 2026 |
| Moment Partners, LLC | History | Reduced | 55,469 | 10,639 | 1.9% | 2.47% | 291 | -4,921 | -8.15% | Q1 2026 | May 04, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 55,295 | 10,606 | 1.22% | 0.99% | 292 | +10,389 | 23.13% | Q1 2026 | Apr 24, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 55,297 | 10,606 | 0.58% | 0.57% | 293 | +625 | 1.14% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Added to | 55,159 | 10,580 | 0.13% | 0.11% | 294 | +17,863 | 47.9% | Q1 2026 | May 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 54,982 | 10,546 | 0.59% | 0.65% | 295 | +27,578 | 100.63% | Q1 2026 | Apr 22, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 54,921 | 10,534 | 0.02% | 0.0% | 296 | +51,874 | 1702.46% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 54,766 | 10,504 | 0.41% | 0.38% | 297 | +37,523 | 217.61% | Q1 2026 | May 15, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 54,738 | 10,499 | 3.39% | 3.66% | 298 | -855 | -1.54% | Q1 2026 | May 01, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 54,694 | 10,490 | 0.71% | 0.52% | 299 | +16,285 | 42.4% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Reduced | 54,310 | 10,417 | 0.29% | 0.36% | 300 | -7,407 | -12.0% | Q1 2026 | May 13, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Added to | 49,940 | 10,357 | 9.72% | 9.65% | 301 | +910 | 1.86% | Q1 2026 | Apr 27, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 53,660 | 10,292 | 2.59% | 2.74% | 302 | -410 | -0.76% | Q1 2026 | May 05, 2026 |
| Blue Edge Capital, LLC | History | No change | 51,807 | 10,289 | 1.38% | 1.38% | 303 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | Reduced | 53,531 | 10,267 | 0.02% | 0.02% | 304 | -756 | -1.39% | Q1 2026 | May 06, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 53,516 | 10,261 | 0.11% | 0.13% | 305 | -1,901 | -3.43% | Q1 2026 | Apr 29, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 53,247 | 10,216 | 0.81% | 0.85% | 306 | -1,095 | -2.02% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 53,252 | 10,214 | 0.23% | 0.23% | 307 | +346 | 0.65% | Q1 2026 | May 15, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 52,976 | 10,161 | 0.57% | 0.64% | 308 | -2,224 | -4.03% | Q1 2026 | May 13, 2026 |
| Kilter Group LLC | History | Reduced | 52,645 | 10,097 | 4.35% | 5.09% | 309 | -5,472 | -9.42% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 52,173 | 10,007 | 0.19% | 0.24% | 310 | -9,166 | -14.94% | Q1 2026 | Apr 14, 2026 |
| Forthright Family Wealth Advisory LLC | History | Added to | 60,585 | 9,957 | 6.68% | 7.18% | 311 | +3,050 | 5.3% | Q1 2026 | May 13, 2026 |
| Apeiron RIA LLC | History | Reduced | 51,872 | 9,949 | 2.31% | 3.51% | 312 | -33,343 | -39.13% | Q1 2026 | Apr 27, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 51,634 | 9,903 | 0.02% | 0.02% | 313 | -12,061 | -18.94% | Q1 2026 | May 14, 2026 |
| Regal Investment Advisors LLC | History | Added to | 51,549 | 9,887 | 0.57% | 0.57% | 314 | +3,765 | 7.88% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 51,370 | 9,853 | 0.0% | 0.0% | 315 | +4,451 | 9.49% | Q1 2026 | May 14, 2026 |
| MRA Advisory Group | History | Added to | 51,136 | 9,808 | 4.0% | 4.1% | 316 | +1,999 | 4.07% | Q1 2026 | Apr 22, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 50,824 | 9,748 | 2.86% | 2.85% | 317 | -526 | -1.02% | Q1 2026 | Apr 21, 2026 |
| HRT FINANCIAL LP | History | Added to | 50,709 | 9,726 | 0.02% | 0.0% | 318 | +43,784 | 632.26% | Q1 2026 | May 14, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 50,470 | 9,680 | 1.74% | 2.6% | 319 | +2,003 | 4.13% | Q1 2026 | May 01, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 50,343 | 9,656 | 2.09% | — | 320 | +50,343 | New | Q1 2026 | May 13, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 50,036 | 9,597 | 0.26% | 0.29% | 321 | -6,244 | -11.09% | Q1 2026 | Apr 28, 2026 |
| Addison Capital Co | History | New | 49,945 | 9,579 | 1.7% | — | 322 | +49,945 | New | Q1 2026 | Apr 29, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 49,817 | 9,555 | 4.19% | 4.5% | 323 | -120 | -0.24% | Q1 2026 | Apr 27, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 49,568 | 9,507 | 3.86% | 3.86% | 324 | +75 | 0.15% | Q1 2026 | Apr 24, 2026 |
| ALTFEST L J & CO INC | History | Added to | 49,417 | 9,478 | 1.01% | 0.12% | 325 | +43,913 | 797.84% | Q1 2026 | Apr 28, 2026 |
| FINANCIAL LIFE ADVISORS | History | Added to | 49,405 | 9,476 | 2.95% | 2.97% | 326 | +950 | 1.96% | Q1 2026 | Apr 29, 2026 |
| Guided Capital Wealth Management, LLC | History | Reduced | 49,401 | 9,475 | 6.25% | 6.97% | 327 | -640 | -1.28% | Q1 2026 | Apr 30, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 49,319 | 9,459 | 0.38% | 0.39% | 328 | -3,457 | -6.55% | Q1 2026 | May 04, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Added to | 48,939 | 9,386 | 5.97% | 5.93% | 329 | +887 | 1.85% | Q1 2026 | Apr 23, 2026 |
| Sigma Planning Corp | History | Reduced | 48,816 | 9,363 | 0.26% | 0.29% | 330 | -3,195 | -6.14% | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | Added to | 48,526 | 9,307 | 0.05% | 0.06% | 331 | +204 | 0.42% | Q1 2026 | May 15, 2026 |
| SVB WEALTH LLC | History | Added to | 47,736 | 9,156 | 0.6% | 0.54% | 332 | +1,531 | 3.31% | Q1 2026 | Apr 17, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 45,840 | 9,104 | 2.48% | 2.48% | 333 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Highview Capital Management LLC/DE/ | History | Added to | 46,623 | 8,942 | 3.25% | 2.48% | 334 | +11,287 | 31.94% | Q1 2026 | May 08, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 46,598 | 8,937 | 1.16% | 1.36% | 335 | -6,258 | -11.84% | Q1 2026 | Apr 23, 2026 |
| Sculati Wealth Management, LLC | History | Added to | 46,457 | 8,910 | 3.29% | 3.14% | 336 | +1,596 | 3.56% | Q1 2026 | Apr 09, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 46,023 | 8,827 | 0.92% | 1.06% | 337 | -6,090 | -11.69% | Q1 2026 | Apr 13, 2026 |
| PMG Wealth Management, Inc. | History | Added to | 45,960 | 8,815 | 6.36% | 6.32% | 338 | +2,512 | 5.78% | Q1 2026 | Apr 17, 2026 |
| BROWN ADVISORY INC | History | Reduced | 45,898 | 8,803 | 0.01% | 0.01% | 339 | -5,459 | -10.63% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 45,874 | 8,799 | 0.3% | 0.3% | 340 | +2,300 | 5.28% | Q1 2026 | Apr 07, 2026 |
| Legacy Financial Group LLC | History | Added to | 45,697 | 8,765 | 1.1% | 1.1% | 341 | +1,472 | 3.33% | Q1 2026 | May 04, 2026 |
| Claro Advisors Inc. | History | Reduced | 45,601 | 8,746 | 1.05% | 1.31% | 342 | -2,986 | -6.15% | Q1 2026 | Apr 21, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 45,542 | 8,735 | 0.29% | 0.2% | 343 | +130 | 0.29% | Q1 2026 | Apr 23, 2026 |
| Financial Enhancement Group LLC | History | Added to | 41,997 | 8,689 | 1.08% | 0.71% | 344 | +14,873 | 54.83% | Q1 2026 | Apr 20, 2026 |
| Rothschild Wealth LLC | History | Added to | 45,266 | 8,682 | 0.78% | 0.79% | 345 | +3,681 | 8.85% | Q1 2026 | May 06, 2026 |
| BOS Asset Management, LLC | History | Added to | 45,117 | 8,653 | 2.21% | 2.29% | 346 | +2,042 | 4.74% | Q1 2026 | Apr 08, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 44,828 | 8,598 | 3.41% | 3.58% | 347 | -3,961 | -8.12% | Q1 2026 | Apr 17, 2026 |
| Legacy Advisory Services, LLC | History | Added to | 44,714 | 8,576 | 6.55% | 5.86% | 348 | +5,496 | 14.01% | Q1 2026 | May 12, 2026 |
| SWMG, LLC | History | Added to | 44,531 | 8,541 | 2.44% | 2.43% | 349 | +1,551 | 3.61% | Q1 2026 | Apr 24, 2026 |
| Geneva Partners, LLC | History | Reduced | 44,242 | 8,486 | 4.08% | 3.47% | 350 | -4,891 | -9.95% | Q1 2026 | Apr 29, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 44,077 | 8,454 | 2.57% | 2.42% | 351 | +5,133 | 13.18% | Q1 2026 | Apr 15, 2026 |
| TSFG, LLC | History | Added to | 43,949 | 8,430 | 1.28% | 1.24% | 352 | +2,254 | 5.41% | Q1 2026 | Apr 27, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 43,932 | 8,426 | 2.63% | 2.64% | 353 | -356 | -0.8% | Q1 2026 | Apr 17, 2026 |
| XTX Topco Ltd | History | Added to | 43,601 | 8,363 | 0.15% | 0.03% | 354 | +37,573 | 623.31% | Q1 2026 | May 15, 2026 |
| CONNABLE OFFICE INC | History | Reduced | 43,472 | 8,338 | 0.82% | 1.17% | 355 | -20,631 | -32.18% | Q1 2026 | Apr 29, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 43,010 | 8,249 | 0.22% | 0.36% | 356 | -26,406 | -38.04% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Reduced | 42,929 | 8,234 | 0.28% | 0.3% | 357 | -1,900 | -4.24% | Q1 2026 | Apr 22, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 42,704 | 8,191 | 0.01% | 0.01% | 358 | -6,410 | -13.05% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 42,229 | 8,100 | 0.3% | 0.23% | 359 | +16,755 | 65.77% | Q1 2026 | May 19, 2026 |
| Security Financial Services, INC. | History | No change | 40,211 | 7,986 | 1.25% | 1.25% | 360 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | Added to | 41,621 | 7,983 | 4.27% | 4.29% | 361 | +562 | 1.37% | Q1 2026 | Apr 27, 2026 |
| Green Ridge Wealth Planning LLC | History | Reduced | 41,458 | 7,952 | 4.18% | 4.33% | 362 | -1,168 | -2.74% | Q1 2026 | Apr 10, 2026 |
| Emissary Wealth LLC | History | Reduced | 40,444 | 7,757 | 7.27% | 9.36% | 363 | -15,673 | -27.93% | Q1 2026 | May 08, 2026 |
| Nuveen, LLC | History | No change | 42,462 | 7,693 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| VestGen Advisors, LLC | History | Reduced | 36,481 | 7,675 | 0.2% | 0.42% | 365 | -13,697 | -27.3% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 39,827 | 7,639 | 0.16% | 0.19% | 366 | -5,959 | -13.01% | Q1 2026 | May 01, 2026 |
| West Wealth Group, LLC | History | Added to | 39,644 | 7,604 | 1.5% | 1.32% | 367 | +7,579 | 23.64% | Q1 2026 | May 11, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 39,559 | 7,587 | 0.54% | 0.61% | 368 | -3,501 | -8.13% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Reduced | 38,956 | 7,472 | 0.36% | 0.38% | 369 | -19 | -0.05% | Q1 2026 | May 05, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 38,665 | 7,416 | 0.0% | 0.0% | 370 | +1,287 | 3.44% | Q1 2026 | Apr 30, 2026 |
| Performa Ltd (US), LLC | History | Reduced | 38,499 | 7,380 | 1.67% | 1.96% | 371 | -384 | -0.99% | Q1 2026 | May 06, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 38,277 | 7,342 | 0.8% | 0.77% | 372 | +1,574 | 4.29% | Q1 2026 | Apr 28, 2026 |
| Maia Wealth LLC | History | Reduced | 38,125 | 7,312 | 1.24% | 1.42% | 373 | -3,220 | -7.79% | Q1 2026 | May 08, 2026 |
| Capital Advantage, Inc. | History | Added to | 38,117 | 7,311 | 0.96% | 0.98% | 374 | +1,671 | 4.58% | Q1 2026 | Apr 10, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 37,992 | 7,287 | 0.46% | 0.46% | 375 | +765 | 2.05% | Q1 2026 | May 15, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 37,971 | 7,283 | 2.62% | 2.7% | 376 | +72 | 0.19% | Q1 2026 | May 13, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 35,843 | 7,119 | 1.1% | 1.18% | 377 | -5,837 | -14.0% | Q1 2026 | Apr 22, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 36,637 | 7,027 | 0.08% | 0.09% | 378 | -6,397 | -14.86% | Q1 2026 | May 13, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 36,570 | 7,014 | 1.55% | 1.45% | 379 | +1,736 | 4.98% | Q1 2026 | Apr 15, 2026 |
| EASTERN BANK | History | Reduced | 36,295 | 6,961 | 0.12% | 0.22% | 380 | -26,725 | -42.41% | Q1 2026 | Apr 07, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 35,896 | 6,885 | 0.1% | 0.1% | 381 | +2,551 | 7.65% | Q1 2026 | Apr 17, 2026 |
| TruWealth Advisors, LLC | History | Added to | 35,826 | 6,871 | 0.33% | 0.33% | 382 | +2,316 | 6.91% | Q1 2026 | Apr 09, 2026 |
| WealthShield Partners, LLC | History | Reduced | 35,497 | 6,808 | 0.76% | 0.78% | 383 | -159 | -0.45% | Q1 2026 | May 01, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 35,482 | 6,805 | 0.13% | 0.14% | 384 | -1,740 | -4.67% | Q1 2026 | Apr 16, 2026 |
| Jump Financial, LLC | History | New | 35,400 | 6,790 | 0.09% | — | 385 | +35,400 | New | Q1 2026 | May 14, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 35,336 | 6,777 | 0.1% | 0.09% | 386 | +9,582 | 37.21% | Q1 2026 | May 12, 2026 |
| Compound Planning, Inc. | History | Added to | 35,158 | 6,743 | 0.21% | 0.17% | 387 | +5,529 | 18.66% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 35,000 | 6,713 | 0.0% | 0.05% | 388 | -53,606 | -60.5% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | Added to | 34,912 | 6,696 | 0.09% | 0.09% | 389 | +1,554 | 4.66% | Q1 2026 | May 15, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 34,905 | 6,695 | 2.24% | 2.28% | 390 | +346 | 1.0% | Q1 2026 | May 05, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Added to | 34,798 | 6,674 | 4.37% | 4.4% | 391 | +491 | 1.43% | Q1 2026 | Apr 28, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 34,656 | 6,647 | 1.19% | 1.23% | 392 | +358 | 1.04% | Q1 2026 | Apr 29, 2026 |
| Archer Investment Management, LLC | History | Added to | 34,483 | 6,614 | 2.78% | 1.05% | 393 | +24,695 | 252.3% | Q1 2026 | Apr 08, 2026 |
| Invst, LLC | History | Reduced | 34,437 | 6,605 | 0.75% | 0.79% | 394 | -2,075 | -5.68% | Q1 2026 | May 13, 2026 |
| Bison Wealth, LLC | History | Reduced | 30,924 | 6,524 | 0.63% | 0.69% | 395 | -845 | -2.66% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 33,947 | 6,511 | 0.11% | 0.06% | 396 | +17,470 | 106.03% | Q1 2026 | May 18, 2026 |
| Elevation Capital Advisory, LLC | History | Reduced | 33,703 | 6,464 | 2.75% | 4.95% | 397 | -27,355 | -44.8% | Q1 2026 | May 08, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 33,670 | 6,458 | 0.26% | 0.28% | 398 | -746 | -2.17% | Q1 2026 | May 12, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 33,597 | 6,444 | 2.14% | 2.25% | 399 | -740 | -2.16% | Q1 2026 | May 15, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 33,582 | 6,441 | 0.46% | 0.46% | 401 | +1,975 | 6.25% | Q1 2026 | May 06, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 33,585 | 6,441 | 0.11% | 0.11% | 400 | +343 | 1.03% | Q1 2026 | Apr 21, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 33,141 | 6,356 | 1.65% | 1.68% | 402 | +772 | 2.38% | Q1 2026 | Apr 14, 2026 |
| Capital Analysts, LLC | History | Reduced | 33,124 | 6,354 | 0.17% | 0.2% | 403 | -2,878 | -7.99% | Q1 2026 | May 14, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 33,398 | 6,354 | 0.84% | 0.95% | 404 | -2,143 | -6.03% | Q1 2026 | Apr 30, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 33,022 | 6,333 | 2.45% | 2.14% | 405 | +10,672 | 47.75% | Q1 2026 | Apr 22, 2026 |
| Savvy Advisors, Inc. | History | Added to | 32,705 | 6,273 | 0.17% | 0.18% | 406 | +5,324 | 19.44% | Q1 2026 | May 11, 2026 |
| RFG Advisory, LLC | History | Reduced | 32,414 | 6,217 | 0.11% | 0.17% | 407 | -13,869 | -29.97% | Q1 2026 | Apr 17, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 32,403 | 6,215 | 0.56% | 0.48% | 408 | +11,707 | 56.57% | Q1 2026 | May 12, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Reduced | 32,371 | 6,209 | 2.06% | 2.52% | 409 | -160 | -0.49% | Q1 2026 | Apr 17, 2026 |
| Ironsides Asset Advisors, LLC | History | Reduced | 32,234 | 6,182 | 1.55% | 2.0% | 410 | -7,458 | -18.79% | Q1 2026 | May 11, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 32,153 | 6,167 | 0.17% | 0.29% | 411 | -19,773 | -38.08% | Q1 2026 | May 12, 2026 |
| ALLSTATE CORP | History | No change | 32,067 | 6,150 | 0.07% | 0.09% | 412 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 31,826 | 6,104 | 1.38% | 1.41% | 413 | -643 | -1.98% | Q1 2026 | Apr 10, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 32,036 | 6,103 | 2.78% | 3.21% | 414 | -3,663 | -10.26% | Q1 2026 | Apr 22, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 31,053 | 5,952 | 0.75% | — | 415 | +31,053 | New | Q1 2026 | May 18, 2026 |
| KM Capital Management Ltd. | History | Reduced | 28,057 | 5,919 | 3.98% | 2.95% | 416 | -1,062 | -3.65% | Q1 2026 | May 15, 2026 |
| Trust Co | History | Added to | 30,850 | 5,917 | 0.55% | 0.56% | 417 | +629 | 2.08% | Q1 2026 | Apr 13, 2026 |
| Shum Financial Group, Inc. | History | Added to | 30,609 | 5,871 | 4.15% | 4.31% | 418 | +513 | 1.7% | Q1 2026 | Apr 22, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 30,209 | 5,794 | 2.4% | 2.62% | 419 | -1,861 | -5.8% | Q1 2026 | Apr 08, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 30,179 | 5,788 | 0.03% | 0.03% | 420 | +3,478 | 13.03% | Q1 2026 | May 14, 2026 |
| American Money Management, LLC | History | Added to | 29,659 | 5,688 | 0.9% | 0.9% | 421 | +820 | 2.84% | Q1 2026 | May 11, 2026 |
| Stillwater Wealth Management Group | History | Added to | 29,610 | 5,679 | 3.51% | 3.46% | 422 | +3,946 | 15.38% | Q1 2026 | May 11, 2026 |
| Sheridan Capital Management, LLC | History | Added to | 29,606 | 5,678 | 2.99% | 2.98% | 423 | +14 | 0.05% | Q1 2026 | Apr 28, 2026 |
| Keystone Financial Group | History | Added to | 29,432 | 5,665 | 0.39% | 0.4% | 424 | +2,080 | 7.6% | Q1 2026 | May 13, 2026 |
| INTRUST BANK NA | History | Reduced | 29,351 | 5,629 | 0.46% | 1.49% | 425 | -60,939 | -67.49% | Q1 2026 | May 06, 2026 |
| Breakwater Capital Group | History | Added to | 29,323 | 5,624 | 0.75% | 0.77% | 426 | +1,512 | 5.44% | Q1 2026 | Apr 20, 2026 |
| Paller Financial Services Inc | History | Reduced | 29,299 | 5,619 | 4.65% | 4.82% | 428 | -988 | -3.26% | Q1 2026 | Apr 28, 2026 |
| Inscription Capital, LLC | History | Reduced | 29,296 | 5,619 | 0.59% | 0.6% | 427 | -124 | -0.42% | Q1 2026 | Apr 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 29,232 | 5,607 | 0.02% | 0.02% | 429 | +623 | 2.18% | Q1 2026 | May 08, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Added to | 29,171 | 5,595 | 3.19% | 3.59% | 430 | +200 | 0.69% | Q1 2026 | Apr 16, 2026 |
| Avant Capital LLC | History | Reduced | 28,994 | 5,561 | 3.91% | 4.07% | 431 | -831 | -2.79% | Q1 2026 | May 12, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 28,593 | 5,484 | 0.21% | 0.22% | 432 | -1,196 | -4.01% | Q1 2026 | May 12, 2026 |
| Apollon Financial, LLC | History | Added to | 28,507 | 5,467 | 0.76% | 0.8% | 433 | +681 | 2.45% | Q1 2026 | Apr 22, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 28,324 | 5,432 | 0.84% | 0.94% | 434 | -469 | -1.63% | Q1 2026 | May 06, 2026 |
| Summa Corp. | History | New | 28,300 | 5,428 | 2.24% | — | 435 | +28,300 | New | Q1 2026 | Apr 30, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 28,247 | 5,418 | 0.01% | 0.01% | 436 | +1,567 | 5.87% | Q1 2026 | May 13, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 28,135 | 5,396 | 0.54% | 0.55% | 437 | +110 | 0.39% | Q1 2026 | Apr 30, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 28,101 | 5,390 | 0.37% | 0.39% | 438 | -3,238 | -10.33% | Q1 2026 | May 21, 2026 |
| Hoese & Co LLP | History | Reduced | 27,499 | 5,274 | 3.91% | 4.54% | 439 | -4,543 | -14.18% | Q1 2026 | Apr 22, 2026 |
| Ehrenkranz Partners L.P. | History | No change | 27,490 | 5,272 | 4.17% | 6.19% | 440 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 27,268 | 5,230 | 1.39% | 1.36% | 441 | +1,443 | 5.59% | Q1 2026 | Apr 16, 2026 |
| Rossby Financial, LCC | History | Added to | 27,025 | 5,209 | 1.06% | 0.12% | 442 | +25,066 | 1279.53% | Q1 2026 | May 11, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 26,589 | 5,100 | 0.79% | 0.86% | 443 | -54 | -0.2% | Q1 2026 | May 07, 2026 |
| Custos Family Office, LLC | History | No change | 25,471 | 5,059 | 3.45% | 3.45% | 444 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tempo Wealth, LLC | History | Reduced | 26,370 | 5,058 | 0.88% | 0.94% | 445 | -167 | -0.63% | Q1 2026 | May 14, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Added to | 26,309 | 5,046 | 3.88% | 4.05% | 446 | +394 | 1.52% | Q1 2026 | Apr 28, 2026 |
| Mosley Wealth Management | History | Added to | 25,929 | 5,043 | 2.28% | 2.32% | 447 | +196 | 0.76% | Q1 2026 | Apr 27, 2026 |
| Leslie Global Wealth, LLC | History | Reduced | 28,164 | 5,042 | 2.66% | 2.67% | 448 | -1,662 | -5.57% | Q1 2026 | May 15, 2026 |
| Peak Wealth Management LLC | History | Reduced | 26,225 | 5,030 | 4.13% | 4.53% | 449 | -1,043 | -3.82% | Q1 2026 | Apr 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 26,161 | 5,017 | 1.26% | 1.44% | 450 | +1,944 | 8.03% | Q1 2026 | May 08, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 26,066 | 4,999 | 3.13% | 3.2% | 451 | -69 | -0.26% | Q1 2026 | Apr 15, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 26,039 | 4,994 | 2.86% | 3.14% | 452 | +2,083 | 8.7% | Q1 2026 | May 14, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 26,027 | 4,992 | 1.57% | 1.56% | 453 | +1,541 | 6.29% | Q1 2026 | May 08, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 25,898 | 4,967 | 0.3% | 0.15% | 454 | -291,477 | -91.84% | Q1 2026 | May 12, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 25,825 | 4,953 | 2.45% | 2.7% | 455 | -631 | -2.39% | Q1 2026 | Apr 16, 2026 |
| SageView Advisory Group, LLC | History | No change | 24,908 | 4,947 | 0.17% | 0.17% | 456 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 25,733 | 4,936 | 1.69% | 1.74% | 457 | +453 | 1.79% | Q1 2026 | Apr 08, 2026 |
| Hobbs Wealth Management, LLC | History | Reduced | 25,688 | 4,927 | 4.88% | 5.21% | 458 | -1,279 | -4.74% | Q1 2026 | Apr 28, 2026 |
| Lantz Financial LLC | History | Added to | 25,642 | 4,918 | 1.02% | 1.06% | 459 | +234 | 0.92% | Q1 2026 | Apr 09, 2026 |
| Fortis Capital Management LLC | History | Added to | 25,553 | 4,901 | 0.5% | 0.67% | 460 | +53 | 0.21% | Q1 2026 | May 11, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 25,266 | 4,846 | 2.76% | — | 461 | +25,266 | New | Q1 2026 | May 11, 2026 |
| Red Tortoise LLC | History | Reduced | 25,217 | 4,836 | 2.01% | 2.16% | 462 | -457 | -1.78% | Q1 2026 | Apr 21, 2026 |
| HMV Wealth Advisors, LLC | History | Reduced | 25,180 | 4,829 | 2.27% | 2.52% | 463 | -155 | -0.61% | Q1 2026 | Apr 14, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 25,103 | 4,814 | 2.48% | 2.72% | 464 | -1,105 | -4.22% | Q1 2026 | Apr 10, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Added to | 24,994 | 4,794 | 4.59% | 4.83% | 465 | +286 | 1.16% | Q1 2026 | Apr 21, 2026 |
| Tacita Capital Inc | History | Reduced | 24,925 | 4,780 | 2.83% | 2.91% | 466 | -333 | -1.32% | Q1 2026 | May 07, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Added to | 24,869 | 4,770 | 3.95% | 4.04% | 467 | +1,055 | 4.43% | Q1 2026 | Apr 29, 2026 |
| SWP FINANCIAL LLC | History | Added to | 24,846 | 4,765 | 2.43% | 2.45% | 468 | +303 | 1.23% | Q1 2026 | Apr 17, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 24,834 | 4,763 | 0.14% | 0.17% | 469 | -4,401 | -15.05% | Q1 2026 | Apr 14, 2026 |
| Bedminster, LLC | History | Reduced | 24,771 | 4,751 | 4.42% | 4.69% | 470 | -945 | -3.67% | Q1 2026 | Apr 24, 2026 |
| Daviman Financial, LLC | History | Reduced | 24,700 | 4,737 | 2.8% | 2.89% | 471 | -130 | -0.52% | Q1 2026 | Apr 23, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 24,560 | 4,710 | 1.44% | 1.51% | 472 | +410 | 1.7% | Q1 2026 | Apr 28, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 24,173 | 4,636 | 1.33% | 1.5% | 473 | -2,101 | -8.0% | Q1 2026 | May 14, 2026 |
| Sound Financial Strategies Group, LLC | History | Added to | 24,031 | 4,609 | 3.15% | 2.79% | 474 | +4,154 | 20.9% | Q1 2026 | May 08, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 24,005 | 4,604 | 1.69% | 1.72% | 475 | -360 | -1.48% | Q1 2026 | Apr 16, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 23,999 | 4,603 | 0.2% | 0.22% | 476 | +493 | 2.1% | Q1 2026 | Apr 28, 2026 |
| True Vision MN LLC | History | Added to | 23,961 | 4,595 | 2.37% | 2.24% | 477 | +1,777 | 8.01% | Q1 2026 | Apr 16, 2026 |
| Ascentis Independent Advisors | History | Added to | 23,839 | 4,572 | 0.35% | 0.03% | 478 | +22,779 | 2148.96% | Q1 2026 | Apr 28, 2026 |
| ORG Partners LLC | History | No change | 23,022 | 4,572 | 0.8% | 0.8% | 479 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 23,766 | 4,558 | 0.72% | 0.71% | 480 | -748 | -3.05% | Q1 2026 | May 05, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 23,688 | 4,543 | 0.89% | 2.18% | 481 | -28,537 | -54.64% | Q1 2026 | May 15, 2026 |
| Aries Wealth Management | History | Reduced | 23,680 | 4,542 | 1.0% | 1.05% | 482 | -286 | -1.19% | Q1 2026 | May 14, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Added to | 23,529 | 4,513 | 3.92% | 4.05% | 483 | +414 | 1.79% | Q1 2026 | Apr 21, 2026 |
| Stanich Group LLC | History | Reduced | 23,391 | 4,486 | 3.42% | 3.59% | 484 | -585 | -2.44% | Q1 2026 | Apr 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 23,256 | 4,460 | 0.32% | 0.36% | 486 | -2,025 | -8.01% | Q1 2026 | May 12, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 23,254 | 4,460 | 0.24% | 0.25% | 485 | -15 | -0.06% | Q1 2026 | Apr 27, 2026 |
| First Citizens Financial Corp | History | Added to | 23,146 | 4,439 | 2.1% | 1.95% | 487 | +3,310 | 16.69% | Q1 2026 | Apr 07, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 23,097 | 4,430 | 0.33% | 0.36% | 488 | +734 | 3.28% | Q1 2026 | Apr 30, 2026 |
| TME FINANCIAL, INC. | History | Added to | 23,014 | 4,414 | 3.06% | 3.03% | 489 | +1,325 | 6.11% | Q1 2026 | May 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 22,913 | 4,394 | 0.14% | 0.18% | 490 | -1,733 | -7.03% | Q1 2026 | May 07, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 22,523 | 4,320 | 1.58% | 2.05% | 491 | -5,113 | -18.5% | Q1 2026 | Apr 09, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 20,803 | 4,310 | 0.92% | 0.97% | 492 | -241 | -1.15% | Q1 2026 | Apr 28, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 22,386 | 4,293 | 1.32% | 3.6% | 493 | -62,144 | -73.52% | Q1 2026 | May 12, 2026 |
| Inspire Advisors, LLC | History | Added to | 22,153 | 4,249 | 0.35% | 0.12% | 494 | +15,735 | 245.17% | Q1 2026 | May 15, 2026 |
| M1 Capital Management LLC | History | Reduced | 22,123 | 4,243 | 1.96% | 3.83% | 495 | -24,096 | -52.13% | Q1 2026 | May 08, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 22,002 | 4,220 | 0.06% | 0.06% | 496 | -1,262 | -5.42% | Q1 2026 | May 04, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 21,960 | 4,212 | 0.21% | 0.23% | 497 | -410 | -1.83% | Q1 2026 | Apr 23, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 21,911 | 4,202 | 1.71% | 2.05% | 498 | -2,992 | -12.01% | Q1 2026 | May 06, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 21,821 | 4,185 | 0.66% | 0.55% | 499 | +4,095 | 23.1% | Q1 2026 | Apr 13, 2026 |
| Gambit Capital Management, LLC | History | Reduced | 21,767 | 4,175 | 2.87% | 3.49% | 500 | -2,825 | -11.49% | Q1 2026 | May 14, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 20,912 | 4,153 | 2.55% | 2.55% | 501 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 24,091 | 4,122 | 1.3% | 0.62% | 502 | +7,321 | 43.66% | Q1 2026 | Apr 23, 2026 |
| Davis Wealth Advisors, LLC | History | Reduced | 21,398 | 4,104 | 3.41% | 3.54% | 503 | -14 | -0.07% | Q1 2026 | May 14, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Reduced | 21,362 | 4,097 | 3.85% | 3.96% | 504 | -992 | -4.44% | Q1 2026 | May 08, 2026 |
| Triumph Capital Management | History | Reduced | 21,295 | 4,084 | 0.83% | 0.97% | 505 | -1,341 | -5.92% | Q1 2026 | May 13, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Reduced | 19,818 | 4,080 | 1.78% | 1.68% | 506 | -40 | -0.2% | Q1 2026 | May 04, 2026 |
| Avestar Capital, LLC | History | Reduced | 21,194 | 4,065 | 0.26% | 0.28% | 507 | -184 | -0.86% | Q1 2026 | May 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 20,987 | 4,026 | 0.06% | 0.07% | 508 | +549 | 2.69% | Q1 2026 | Apr 14, 2026 |
| Simplicity Wealth,LLC | History | Added to | 20,838 | 3,996 | 0.23% | 0.22% | 509 | +2,331 | 12.6% | Q1 2026 | Apr 30, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 20,818 | 3,993 | 0.09% | 0.1% | 510 | +21 | 0.1% | Q1 2026 | May 04, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 20,785 | 3,986 | 0.13% | 0.07% | 511 | +44 | 0.21% | Q1 2026 | Apr 29, 2026 |
| Fluent Financial, LLC | History | Added to | 19,739 | 3,972 | 1.45% | 1.49% | 512 | +80 | 0.41% | Q1 2026 | Apr 15, 2026 |
| Sherman Wealth Management LLC | History | Reduced | 20,673 | 3,965 | 3.41% | 3.88% | 513 | -1,793 | -7.98% | Q1 2026 | Apr 13, 2026 |
| Concorde Asset Management, LLC | History | No change | 19,929 | 3,958 | 1.58% | 1.58% | 514 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 20,631 | 3,957 | 0.87% | 0.68% | 515 | +4,572 | 28.47% | Q1 2026 | Apr 27, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 20,612 | 3,953 | 0.97% | 3.75% | 516 | -55,117 | -72.78% | Q1 2026 | Apr 03, 2026 |
| CFM WEALTH PARTNERS LLC | History | Added to | 20,473 | 3,926 | 0.59% | 0.56% | 517 | +1,026 | 5.28% | Q1 2026 | Apr 21, 2026 |
| Cynosure Group, LLC | History | Added to | 20,267 | 3,887 | 0.49% | 0.4% | 518 | +251 | 1.25% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 20,188 | 3,872 | 0.06% | 0.11% | 519 | -7,142 | -26.13% | Q1 2026 | May 15, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 20,115 | 3,858 | 0.24% | 0.25% | 520 | +51 | 0.25% | Q1 2026 | May 05, 2026 |
| Polaris Investment Advisors, LLC | History | Reduced | 20,057 | 3,847 | 2.8% | 2.9% | 521 | -162 | -0.8% | Q1 2026 | Apr 21, 2026 |
| Sollinda Capital Management LLC | History | Added to | 20,052 | 3,846 | 0.93% | 0.94% | 522 | +1,443 | 7.75% | Q1 2026 | Apr 30, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 18,550 | 3,842 | 0.09% | 0.06% | 523 | +6,357 | 52.14% | Q1 2026 | May 04, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 20,008 | 3,837 | 0.34% | 0.35% | 524 | -193 | -0.96% | Q1 2026 | Apr 30, 2026 |
| DAVENPORT & Co LLC | History | Added to | 19,998 | 3,835 | 0.02% | 0.02% | 525 | +717 | 3.72% | Q1 2026 | Apr 15, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 19,903 | 3,817 | 1.94% | 2.35% | 526 | -2,205 | -9.97% | Q1 2026 | May 15, 2026 |
| Farrell Financial LLC | History | Reduced | 19,803 | 3,798 | 2.27% | 2.33% | 527 | -56 | -0.28% | Q1 2026 | Apr 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 19,653 | 3,769 | 0.29% | 0.31% | 528 | +548 | 2.87% | Q1 2026 | Apr 22, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 19,636 | 3,766 | 0.58% | 0.61% | 529 | +447 | 2.33% | Q1 2026 | May 06, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 19,538 | 3,747 | 2.31% | 2.29% | 530 | -1,585 | -7.5% | Q1 2026 | Apr 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 18,639 | 3,732 | 0.21% | 0.21% | 531 | +988 | 5.6% | Q1 2026 | Apr 17, 2026 |
| J.E. Simmons & Co., P.C. | History | Added to | 19,204 | 3,683 | 2.46% | 2.44% | 532 | +239 | 1.26% | Q1 2026 | Apr 21, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 19,182 | 3,679 | 0.83% | 0.88% | 533 | +5 | 0.03% | Q1 2026 | Apr 27, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 19,136 | 3,670 | 1.17% | 0.81% | 534 | +6,127 | 47.1% | Q1 2026 | Apr 23, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 18,968 | 3,638 | 0.17% | 0.2% | 535 | -4,515 | -19.23% | Q1 2026 | May 06, 2026 |
| JPL Wealth Management, LLC | History | Added to | 18,915 | 3,628 | 0.83% | 0.91% | 536 | +34 | 0.18% | Q1 2026 | May 08, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 18,845 | 3,614 | 1.2% | 1.09% | 537 | +3,715 | 24.55% | Q1 2026 | May 12, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 18,804 | 3,606 | 0.02% | 0.01% | 538 | +3,203 | 20.53% | Q1 2026 | May 14, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 18,769 | 3,600 | 0.48% | 0.51% | 539 | +916 | 5.13% | Q1 2026 | May 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 18,701 | 3,587 | 0.0% | 0.0% | 540 | +9,770 | 109.39% | Q1 2026 | May 12, 2026 |
| Carnegie Investment Counsel | History | Reduced | 18,666 | 3,580 | 0.07% | 0.07% | 541 | -1,332 | -6.66% | Q1 2026 | May 01, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 18,653 | 3,577 | 1.25% | 1.44% | 542 | +32 | 0.17% | Q1 2026 | Apr 21, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 17,053 | 3,538 | 0.47% | 0.41% | 543 | +4,315 | 33.88% | Q1 2026 | May 06, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 18,392 | 3,527 | 0.69% | 0.77% | 544 | +1,608 | 9.58% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 18,299 | 3,510 | 0.01% | 0.01% | 545 | -593 | -3.14% | Q1 2026 | May 11, 2026 |
| HighPoint Advisor Group LLC | History | New | 18,126 | 3,476 | 0.15% | — | 546 | +18,126 | New | Q1 2026 | May 14, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Reduced | 18,113 | 3,474 | 2.41% | 2.47% | 547 | -103 | -0.57% | Q1 2026 | May 08, 2026 |
| 10Elms LLP | History | Added to | 18,914 | 3,473 | 2.19% | 2.42% | 548 | +5,606 | 42.13% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | Added to | 18,018 | 3,456 | 0.12% | 0.13% | 549 | +820 | 4.77% | Q1 2026 | May 13, 2026 |
| SimpliFi, Inc. | History | Added to | 17,959 | 3,444 | 1.45% | 1.49% | 550 | +195 | 1.1% | Q1 2026 | Apr 22, 2026 |
| Banco Santander, S.A. | History | Reduced | 17,940 | 3,441 | 0.03% | 0.03% | 551 | -3,091 | -14.7% | Q1 2026 | May 08, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 17,902 | 3,433 | 0.39% | 0.38% | 552 | +255 | 1.45% | Q1 2026 | May 04, 2026 |
| HB Wealth Management, LLC | History | Reduced | 17,850 | 3,423 | 0.02% | 0.03% | 553 | -2,761 | -13.4% | Q1 2026 | Apr 27, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 17,799 | 3,414 | 0.28% | 0.29% | 554 | +1,380 | 8.4% | Q1 2026 | May 05, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 17,787 | 3,411 | 0.25% | 0.3% | 555 | -2,364 | -11.73% | Q1 2026 | May 05, 2026 |
| NorthRock Partners, LLC | History | Added to | 17,585 | 3,373 | 0.05% | 0.05% | 556 | +3,485 | 24.72% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 16,305 | 3,350 | 0.21% | 0.02% | 557 | +14,477 | 791.96% | Q1 2026 | Apr 22, 2026 |
| A4 Wealth Advisors LLC | History | Added to | 17,449 | 3,346 | 2.73% | 2.43% | 558 | +3,282 | 23.17% | Q1 2026 | May 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 17,435 | 3,344 | 0.15% | 0.18% | 559 | -2,319 | -11.74% | Q1 2026 | May 12, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 17,327 | 3,323 | 0.06% | 0.06% | 560 | -1,068 | -5.81% | Q1 2026 | May 05, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 17,256 | 3,309 | 0.37% | 0.35% | 561 | +1,514 | 9.62% | Q1 2026 | May 05, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 17,210 | 3,301 | 0.77% | 1.42% | 562 | -12,069 | -41.22% | Q1 2026 | Apr 24, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 17,642 | 3,290 | 0.21% | 0.17% | 563 | -442 | -2.44% | Q1 2026 | Apr 24, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 17,030 | 3,266 | 0.26% | 0.24% | 564 | +1,520 | 9.8% | Q1 2026 | May 13, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 16,906 | 3,242 | 2.19% | 2.32% | 565 | -182 | -1.07% | Q1 2026 | Apr 30, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 16,832 | 3,228 | 0.02% | 0.02% | 566 | +74 | 0.44% | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 16,828 | 3,227 | 0.08% | 0.08% | 567 | +881 | 5.52% | Q1 2026 | Apr 07, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 16,732 | 3,209 | 0.31% | 0.27% | 568 | +2,289 | 15.85% | Q1 2026 | May 05, 2026 |
| Clarendon Private LLC | History | Added to | 16,678 | 3,198 | 2.46% | 2.24% | 569 | +3,349 | 25.13% | Q1 2026 | May 11, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 16,646 | 3,192 | 2.18% | 2.28% | 571 | -298 | -1.76% | Q1 2026 | May 04, 2026 |
| Dakota Wealth Management | History | Reduced | 16,643 | 3,192 | 0.07% | 0.06% | 570 | -23 | -0.14% | Q1 2026 | May 07, 2026 |
| CITIGROUP INC | History | Added to | 16,523 | 3,169 | 0.0% | 0.0% | 572 | +6,839 | 70.62% | Q1 2026 | May 11, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 16,382 | 3,142 | 0.05% | 0.06% | 573 | +780 | 5.0% | Q1 2026 | Apr 21, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 16,349 | 3,135 | 0.03% | 0.04% | 574 | +145 | 0.89% | Q1 2026 | Apr 27, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 16,265 | 3,119 | 0.04% | 0.03% | 575 | +6,287 | 63.01% | Q1 2026 | Apr 30, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 15,952 | 3,059 | 0.29% | 0.34% | 576 | -2,537 | -13.72% | Q1 2026 | May 06, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 15,868 | 3,043 | 0.38% | 0.41% | 577 | -1,210 | -7.09% | Q1 2026 | May 04, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 15,782 | 3,027 | 0.88% | 0.85% | 578 | +1,334 | 9.23% | Q1 2026 | Apr 30, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 15,750 | 3,021 | 0.56% | 0.4% | 579 | +5,100 | 47.89% | Q1 2026 | Apr 15, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 15,736 | 3,018 | 0.65% | 0.64% | 580 | +388 | 2.53% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 15,534 | 2,980 | 0.0% | 0.0% | 581 | +505 | 3.36% | Q1 2026 | May 06, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 15,184 | 2,912 | 1.13% | 1.11% | 582 | +587 | 4.02% | Q1 2026 | Apr 29, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 15,138 | 2,903 | 1.02% | 2.05% | 583 | -14,799 | -49.43% | Q1 2026 | May 05, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 15,109 | 2,898 | 0.04% | 0.04% | 584 | +19 | 0.13% | Q1 2026 | May 05, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 15,051 | 2,886 | 0.94% | 0.82% | 585 | +2,649 | 21.36% | Q1 2026 | May 04, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 15,027 | 2,882 | 2.06% | 2.14% | 586 | -542 | -3.48% | Q1 2026 | Apr 15, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 15,028 | 2,882 | 2.86% | 2.93% | 587 | +284 | 1.93% | Q1 2026 | Apr 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 14,976 | 2,872 | 0.04% | 0.02% | 588 | +8,686 | 138.09% | Q1 2026 | May 11, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | Added to | 15,262 | 2,846 | 2.5% | 2.52% | 589 | +1,632 | 11.97% | Q1 2026 | May 07, 2026 |
| Carr Financial Group Corp | History | Added to | 14,824 | 2,843 | 0.75% | 0.78% | 590 | +34 | 0.23% | Q1 2026 | May 12, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 14,811 | 2,840 | 2.64% | — | 592 | +14,811 | New | Q1 2026 | May 05, 2026 |
| Boreal Capital Management LLC | History | Reduced | 14,810 | 2,840 | 2.31% | 2.23% | 591 | -61 | -0.41% | Q1 2026 | May 14, 2026 |
| Edge Financial Advisors LLC | History | No change | 14,271 | 2,834 | 1.19% | 1.19% | 593 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 14,724 | 2,824 | 0.17% | 0.17% | 594 | -344 | -2.28% | Q1 2026 | May 13, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 14,559 | 2,792 | 0.2% | 0.47% | 595 | -17,968 | -55.24% | Q1 2026 | May 12, 2026 |
| AlTi Global, Inc. | History | Reduced | 14,557 | 2,792 | 0.06% | 0.11% | 596 | -10,831 | -42.66% | Q1 2026 | May 07, 2026 |
| Integrated Advisors Network LLC | History | Added to | 14,523 | 2,785 | 0.15% | 0.13% | 597 | +88 | 0.61% | Q1 2026 | Apr 28, 2026 |
| Keel Point, LLC | History | No change | 13,890 | 2,758 | 0.17% | 0.17% | 598 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Reduced | 14,336 | 2,749 | 2.08% | 2.38% | 599 | -42 | -0.29% | Q1 2026 | Apr 27, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Reduced | 14,331 | 2,748 | 1.6% | 3.4% | 600 | -13,281 | -48.1% | Q1 2026 | Apr 15, 2026 |
| Provident Investment Management, Inc. | History | Added to | 14,291 | 2,741 | 0.27% | 0.25% | 601 | +478 | 3.46% | Q1 2026 | May 13, 2026 |
| Gotham Asset Management, LLC | History | Added to | 14,205 | 2,724 | 0.01% | 0.01% | 602 | +1,472 | 11.56% | Q1 2026 | May 15, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 14,165 | 2,717 | 0.82% | 0.81% | 603 | +476 | 3.48% | Q1 2026 | Apr 20, 2026 |
| Delta Wealth Advisors LLC | History | Reduced | 14,158 | 2,715 | 2.07% | 2.6% | 604 | -1,499 | -9.57% | Q1 2026 | Apr 21, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 14,062 | 2,697 | 1.06% | 1.14% | 605 | -8,962 | -38.92% | Q1 2026 | May 06, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 13,445 | 2,696 | 0.18% | 0.19% | 606 | -43 | -0.32% | Q1 2026 | May 12, 2026 |
| Providence First Trust Co | History | Added to | 14,045 | 2,693 | 0.95% | 0.94% | 607 | +364 | 2.66% | Q1 2026 | May 04, 2026 |
| GREENLEAF TRUST | History | Added to | 13,869 | 2,660 | 0.03% | 0.02% | 608 | +194 | 1.42% | Q1 2026 | Apr 27, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 13,846 | 2,655 | 0.4% | 0.41% | 609 | -228 | -1.62% | Q1 2026 | Apr 09, 2026 |
| Alpha Zero LLC | History | Reduced | 13,790 | 2,645 | 1.34% | 1.52% | 610 | -238 | -1.7% | Q1 2026 | May 07, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 13,652 | 2,618 | 0.03% | 0.03% | 611 | +240 | 1.79% | Q1 2026 | May 12, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 13,635 | 2,615 | 0.08% | 0.08% | 612 | -246 | -1.77% | Q1 2026 | May 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 13,593 | 2,607 | 0.05% | 0.05% | 613 | -236 | -1.71% | Q1 2026 | May 15, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 13,507 | 2,590 | 1.49% | 0.66% | 614 | +7,624 | 129.59% | Q1 2026 | Apr 08, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 13,880 | 2,588 | 0.09% | 0.11% | 615 | -924 | -6.24% | Q1 2026 | May 15, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 13,331 | 2,556 | 0.15% | 0.15% | 616 | -141 | -1.05% | Q1 2026 | Apr 20, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 13,265 | 2,544 | 0.76% | 0.83% | 617 | -82 | -0.61% | Q1 2026 | Apr 06, 2026 |
| Chatterton & Associates Inc. | History | Added to | 12,702 | 2,543 | 1.78% | 1.7% | 618 | +2,718 | 27.22% | Q1 2026 | Apr 20, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 13,225 | 2,536 | 1.75% | 1.95% | 619 | +264 | 2.04% | Q1 2026 | Apr 21, 2026 |
| WBH ADVISORY INC | History | Added to | 13,125 | 2,530 | 0.19% | 0.19% | 620 | +62 | 0.47% | Q1 2026 | Apr 27, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 13,186 | 2,529 | 0.07% | 0.05% | 621 | +3,669 | 38.55% | Q1 2026 | Apr 28, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 13,151 | 2,522 | 0.3% | 0.3% | 622 | +1,335 | 11.3% | Q1 2026 | May 06, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 12,987 | 2,491 | 1.49% | 1.57% | 623 | -538 | -3.98% | Q1 2026 | Apr 30, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 12,948 | 2,483 | 0.98% | 1.64% | 624 | -7,276 | -35.98% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 12,935 | 2,481 | 0.29% | — | 625 | +12,935 | New | Q1 2026 | May 15, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 12,868 | 2,468 | 0.31% | 0.49% | 626 | -9,267 | -41.87% | Q1 2026 | May 14, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 12,831 | 2,461 | 0.34% | 0.39% | 627 | -1,533 | -10.67% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 12,828 | 2,460 | 0.07% | 0.08% | 628 | +1,904 | 17.43% | Q1 2026 | May 15, 2026 |
| Bestgate Wealth Advisors, LLC | History | Added to | 12,801 | 2,455 | 4.43% | 4.19% | 629 | +806 | 6.72% | Q1 2026 | Apr 23, 2026 |
| Cadia Private Client LLC | History | Reduced | 12,743 | 2,444 | 1.98% | 2.03% | 630 | -133 | -1.03% | Q1 2026 | May 20, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 12,622 | 2,421 | 0.41% | 0.43% | 631 | +21 | 0.17% | Q1 2026 | May 05, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 12,610 | 2,418 | 0.1% | 0.09% | 632 | +338 | 2.75% | Q1 2026 | May 14, 2026 |
| Curtis Advisory Group, LLC | History | New | 12,578 | 2,412 | 0.52% | — | 633 | +12,578 | New | Q1 2026 | May 08, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 12,550 | 2,407 | 1.52% | 1.65% | 634 | -614 | -4.66% | Q1 2026 | Apr 07, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 12,538 | 2,404 | 0.08% | 0.08% | 635 | +653 | 5.49% | Q1 2026 | May 06, 2026 |
| MATHER GROUP, LLC. | History | Added to | 12,466 | 2,391 | 0.02% | 0.02% | 636 | +1,486 | 13.53% | Q1 2026 | Apr 13, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 12,403 | 2,379 | 0.41% | 0.43% | 637 | +63 | 0.51% | Q1 2026 | May 12, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 12,241 | 2,347 | 0.16% | 0.19% | 638 | +278 | 2.32% | Q1 2026 | Apr 17, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 12,199 | 2,339 | 0.52% | 0.54% | 639 | -154 | -1.25% | Q1 2026 | May 21, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 11,263 | 2,333 | 0.97% | 1.09% | 640 | -231 | -2.01% | Q1 2026 | May 04, 2026 |
| Hansen & Associates Financial Group, Inc. | History | Added to | 12,026 | 2,322 | 1.25% | 1.29% | 641 | +464 | 4.01% | Q1 2026 | May 11, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 12,087 | 2,318 | 0.03% | 0.04% | 642 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Elk River Wealth Management LLC | History | Reduced | 12,013 | 2,304 | 0.38% | 0.45% | 643 | -2,181 | -15.37% | Q1 2026 | Apr 17, 2026 |
| BigSur Wealth Management LLC | History | No change | 12,000 | 2,301 | 0.65% | 0.58% | 644 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | Added to | 11,937 | 2,289 | 0.33% | 0.32% | 645 | +104 | 0.88% | Q1 2026 | May 15, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 11,883 | 2,279 | 0.13% | 0.17% | 646 | -2,333 | -16.41% | Q1 2026 | Apr 30, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 11,816 | 2,266 | 1.09% | 1.2% | 647 | -247 | -2.05% | Q1 2026 | May 12, 2026 |
| EQ LLC | History | Added to | 11,813 | 2,265 | 0.64% | 0.67% | 648 | +173 | 1.49% | Q1 2026 | May 06, 2026 |
| XY Planning Network, Inc. | History | Added to | 11,700 | 2,255 | 0.36% | 0.37% | 649 | +904 | 8.37% | Q1 2026 | Apr 14, 2026 |
| Argent Trust Co | History | Added to | 11,564 | 2,218 | 0.08% | 0.07% | 650 | +788 | 7.31% | Q1 2026 | May 13, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 11,556 | 2,216 | 0.27% | 0.3% | 651 | -319 | -2.69% | Q1 2026 | Apr 23, 2026 |
| Valmark Advisers, Inc. | History | Added to | 11,541 | 2,213 | 0.03% | 0.02% | 652 | +2,237 | 24.04% | Q1 2026 | May 01, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 11,522 | 2,210 | 0.27% | 0.29% | 653 | -749 | -6.1% | Q1 2026 | May 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 11,517 | 2,209 | 0.05% | 0.06% | 654 | -1,669 | -12.66% | Q1 2026 | May 14, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Reduced | 11,447 | 2,195 | 1.79% | 2.06% | 655 | -1,191 | -9.42% | Q1 2026 | May 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 11,334 | 2,174 | 0.1% | 0.11% | 656 | -425 | -3.61% | Q1 2026 | Apr 28, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 11,320 | 2,171 | 0.19% | 3.52% | 657 | -198,893 | -94.61% | Q1 2026 | Apr 15, 2026 |
| AWM CAPITAL, LLC | History | New | 11,276 | 2,162 | 0.2% | — | 658 | +11,276 | New | Q1 2026 | May 12, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 11,157 | 2,140 | 0.13% | 0.13% | 659 | +110 | 1.0% | Q1 2026 | May 01, 2026 |
| KPP Advisory Services LLC | History | Reduced | 11,150 | 2,138 | 0.31% | 0.72% | 660 | -13,880 | -55.45% | Q1 2026 | Apr 24, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 10,372 | 2,137 | 0.03% | 0.03% | 662 | -58 | -0.56% | Q1 2026 | May 06, 2026 |
| NWAM LLC | History | Reduced | 11,144 | 2,137 | 0.12% | 0.13% | 661 | -43 | -0.38% | Q1 2026 | May 04, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 11,108 | 2,130 | 0.17% | 0.33% | 663 | -6,184 | -35.76% | Q1 2026 | Apr 16, 2026 |
| HORAN Wealth, LLC | History | No change | 10,809 | 2,129 | 0.2% | 0.33% | 664 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 11,087 | 2,126 | 0.07% | 0.07% | 665 | -17 | -0.15% | Q1 2026 | Apr 27, 2026 |
| BLALOCK WILLIAMS, LLC | History | Added to | 11,036 | 2,116 | 1.64% | 1.69% | 666 | +391 | 3.67% | Q1 2026 | May 14, 2026 |
| Burton Enright Welch | History | Added to | 11,012 | 2,112 | 0.29% | 0.27% | 667 | +1,246 | 12.76% | Q1 2026 | May 01, 2026 |
| Beacon Capital Management, LLC | History | New | 10,968 | 2,103 | 0.37% | — | 668 | +10,968 | New | Q1 2026 | May 11, 2026 |
| Fisher Asset Management, LLC | History | Added to | 10,814 | 2,074 | 0.0% | 0.0% | 669 | +3,639 | 50.72% | Q1 2026 | May 05, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 10,808 | 2,073 | 0.15% | 0.15% | 670 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Quent Capital, LLC | History | Reduced | 10,785 | 2,068 | 0.15% | 0.21% | 671 | -3,641 | -25.24% | Q1 2026 | Apr 28, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | No change | 10,395 | 2,064 | 1.15% | 1.15% | 672 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| Tranquility Partners, LLC | History | Reduced | 10,958 | 2,059 | 0.78% | 0.8% | 673 | -168 | -1.51% | Q1 2026 | Apr 20, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 10,724 | 2,057 | 0.25% | 0.27% | 674 | -254 | -2.31% | Q1 2026 | Apr 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 10,713 | 2,054 | 0.0% | 0.0% | 675 | +8,506 | 385.41% | Q1 2026 | May 13, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 10,685 | 2,049 | 0.16% | 0.18% | 676 | -803 | -6.99% | Q1 2026 | May 07, 2026 |
| RMR Capital Management, LLC | History | Reduced | 10,678 | 2,048 | 1.48% | 1.53% | 677 | -15 | -0.14% | Q1 2026 | May 20, 2026 |
| Alteri Wealth LLC | History | Added to | 10,612 | 2,035 | 0.66% | 0.67% | 678 | +147 | 1.4% | Q1 2026 | May 06, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 10,586 | 2,030 | 0.0% | 0.0% | 679 | +428 | 4.21% | Q1 2026 | May 13, 2026 |
| WealthPoint Financial, LLC | History | No change | 10,176 | 2,021 | 1.76% | 1.76% | 680 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Foundry Financial Group, Inc. | History | Reduced | 10,491 | 2,012 | 1.0% | 1.71% | 681 | -6,719 | -39.04% | Q1 2026 | Apr 23, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 10,486 | 2,011 | 0.04% | 0.02% | 682 | +4,479 | 74.56% | Q1 2026 | Apr 15, 2026 |
| Insight Inv LLC | History | Added to | 10,489 | 2,011 | 1.1% | 0.77% | 683 | +3,565 | 51.49% | Q1 2026 | Apr 27, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 10,466 | 2,007 | 0.51% | 0.51% | 684 | -520 | -4.73% | Q1 2026 | Apr 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 10,436 | 2,001 | 0.01% | 0.01% | 685 | +3,078 | 41.83% | Q1 2026 | May 15, 2026 |
| Asempa Wealth Advisors | History | Reduced | 10,347 | 1,994 | 1.74% | 1.9% | 686 | -767 | -6.9% | Q1 2026 | Apr 08, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 10,331 | 1,981 | 0.39% | 0.33% | 687 | +2,533 | 32.48% | Q1 2026 | May 01, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 10,278 | 1,971 | 0.56% | 0.55% | 688 | +48 | 0.47% | Q1 2026 | Apr 16, 2026 |
| Level Financial Advisors | History | Added to | 10,257 | 1,967 | 0.5% | 0.5% | 689 | +794 | 8.39% | Q1 2026 | Apr 10, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Reduced | 10,248 | 1,965 | 1.06% | 1.38% | 690 | -2,574 | -20.07% | Q1 2026 | May 12, 2026 |
| Talisman Wealth Advisors LLC | History | Reduced | 10,232 | 1,962 | 1.58% | 1.69% | 691 | -684 | -6.27% | Q1 2026 | May 15, 2026 |
| NORTHLAND SECURITIES, INC. | History | Added to | 10,226 | 1,961 | 1.87% | 1.92% | 692 | +166 | 1.65% | Q1 2026 | May 04, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 10,200 | 1,956 | 1.06% | 1.3% | 693 | -1,673 | -14.09% | Q1 2026 | May 12, 2026 |
| Integrity Wealth Partners, LLC | History | New | 10,096 | 1,936 | 1.74% | — | 694 | +10,096 | New | Q1 2026 | Apr 27, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 10,059 | 1,929 | 0.13% | 0.14% | 695 | -166 | -1.62% | Q1 2026 | May 05, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 9,972 | 1,912 | 0.44% | 0.41% | 696 | +1,011 | 11.28% | Q1 2026 | Apr 28, 2026 |
| Commonwealth Retirement Investments LLC | History | Added to | 9,966 | 1,911 | 0.59% | 0.58% | 698 | +904 | 9.98% | Q1 2026 | May 11, 2026 |
| WESBANCO BANK INC | History | Reduced | 9,964 | 1,911 | 0.05% | 0.06% | 697 | -619 | -5.85% | Q1 2026 | Apr 21, 2026 |
| RED REEF ADVISORS LLC | History | Reduced | 9,897 | 1,898 | 1.99% | 2.05% | 699 | -224 | -2.21% | Q1 2026 | May 12, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 9,883 | 1,895 | 0.83% | 0.11% | 700 | +8,647 | 699.6% | Q1 2026 | May 04, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 9,817 | 1,883 | 0.05% | 0.05% | 701 | +498 | 5.34% | Q1 2026 | Apr 21, 2026 |
| Diversified Enterprises, LLC | History | Added to | 9,798 | 1,879 | 0.1% | 0.11% | 702 | +212 | 2.21% | Q1 2026 | May 14, 2026 |
| Essex Financial Services, Inc. | History | Added to | 9,771 | 1,874 | 0.11% | 0.11% | 703 | +180 | 1.88% | Q1 2026 | Apr 24, 2026 |
| Shore Point Advisors, LLC | History | Added to | 9,731 | 1,866 | 0.74% | 0.77% | 704 | +535 | 5.82% | Q1 2026 | Apr 08, 2026 |
| Richmond Investment Services, LLC | History | Added to | 9,671 | 1,854 | 0.3% | 0.29% | 705 | +1,205 | 14.23% | Q1 2026 | Apr 29, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 9,644 | 1,849 | 1.01% | 1.0% | 706 | +437 | 4.75% | Q1 2026 | Apr 22, 2026 |
| Brooklyn Investment Group | History | New | 9,623 | 1,845 | 0.06% | — | 708 | +9,623 | New | Q1 2026 | Apr 29, 2026 |
| Midwestern Financial, LLC /IA | History | Reduced | 9,623 | 1,845 | 1.45% | 1.6% | 707 | -114 | -1.17% | Q1 2026 | May 05, 2026 |
| GTS FINANCIAL, LLC | History | New | 10,784 | 1,842 | 1.46% | — | 709 | +10,784 | New | Q1 2026 | May 19, 2026 |
| W ADVISORS, LLC | History | Reduced | 9,562 | 1,834 | 0.94% | 1.04% | 710 | -900 | -8.6% | Q1 2026 | Apr 29, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 9,564 | 1,834 | 0.1% | 0.13% | 711 | -592 | -5.83% | Q1 2026 | Apr 29, 2026 |
| Smart Money Group LLC | History | Reduced | 9,559 | 1,833 | 0.53% | 0.58% | 712 | -438 | -4.38% | Q1 2026 | May 05, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 9,540 | 1,829 | 0.68% | 0.7% | 713 | +340 | 3.7% | Q1 2026 | Apr 20, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 9,491 | 1,820 | 0.31% | 0.28% | 714 | +1,416 | 17.54% | Q1 2026 | Apr 15, 2026 |
| Abel Hall, LLC | History | No change | 9,435 | 1,809 | 0.39% | 0.44% | 715 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 9,412 | 1,805 | 0.14% | 0.14% | 716 | +309 | 3.39% | Q1 2026 | Apr 08, 2026 |
| Midwest Heritage Bank, FSB | History | Reduced | 9,408 | 1,804 | 0.58% | 0.72% | 717 | -1,162 | -10.99% | Q1 2026 | Apr 15, 2026 |
| BAILARD, INC. | History | Added to | 9,401 | 1,803 | 0.04% | 0.04% | 718 | +368 | 4.07% | Q1 2026 | May 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 9,388 | 1,800 | 0.13% | 0.31% | 719 | -13,869 | -59.63% | Q1 2026 | Apr 20, 2026 |
| PFG Investments, LLC | History | Added to | 9,351 | 1,793 | 0.08% | 0.08% | 720 | +1,079 | 13.04% | Q1 2026 | Apr 27, 2026 |
| Portus Wealth Advisors, LLC | History | Reduced | 9,339 | 1,791 | 1.69% | 1.82% | 721 | -380 | -3.91% | Q1 2026 | Apr 22, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 9,275 | 1,778 | 0.18% | 0.19% | 722 | +310 | 3.46% | Q1 2026 | May 06, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 9,254 | 1,775 | 0.06% | 0.06% | 723 | -125 | -1.33% | Q1 2026 | May 15, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 8,935 | 1,774 | 1.12% | 1.12% | 724 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Selby Wealth Management, LLC | History | No change | 9,234 | 1,771 | 0.7% | 0.74% | 725 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 9,137 | 1,761 | 0.01% | 0.02% | 726 | -10,700 | -53.94% | Q1 2026 | May 12, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 9,143 | 1,753 | 0.82% | 1.52% | 727 | -8,299 | -47.58% | Q1 2026 | Apr 28, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 9,092 | 1,744 | 0.11% | 0.12% | 728 | -130 | -1.41% | Q1 2026 | Apr 27, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 9,070 | 1,739 | 0.08% | 0.17% | 729 | -10,087 | -52.65% | Q1 2026 | Apr 21, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 9,029 | 1,731 | 0.57% | 0.68% | 730 | -759 | -7.75% | Q1 2026 | Apr 20, 2026 |
| Advisors Capital Management, LLC | History | Added to | 8,845 | 1,696 | 0.02% | 0.02% | 731 | +764 | 9.45% | Q1 2026 | May 01, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 8,815 | 1,690 | 0.02% | 0.02% | 732 | +1,898 | 27.44% | Q1 2026 | May 12, 2026 |
| Trademark Financial Management, LLC | History | Added to | 8,759 | 1,680 | 0.82% | 0.89% | 733 | +576 | 7.04% | Q1 2026 | Apr 27, 2026 |
| Ancora Advisors LLC | History | Reduced | 8,753 | 1,678 | 0.04% | 0.04% | 734 | -299 | -3.3% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 8,741 | 1,676 | 0.03% | 0.03% | 735 | +1,317 | 17.74% | Q1 2026 | May 11, 2026 |
| Aspire Private Capital, LLC | History | Added to | 8,692 | 1,667 | 0.38% | 0.37% | 736 | +208 | 2.45% | Q1 2026 | Apr 22, 2026 |
| J.M. Arbour, LLC | History | Added to | 8,663 | 1,661 | 1.59% | 1.68% | 737 | +202 | 2.39% | Q1 2026 | Apr 21, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 8,643 | 1,657 | 1.67% | 1.84% | 738 | -505 | -5.52% | Q1 2026 | May 15, 2026 |
| Embree Financial Group | History | Reduced | 8,622 | 1,653 | 0.19% | 0.5% | 739 | -11,885 | -57.96% | Q1 2026 | Apr 23, 2026 |
| SYNTAX RESEARCH, INC. | History | Reduced | 8,541 | 1,638 | 1.04% | 1.29% | 740 | -1,991 | -18.9% | Q1 2026 | Apr 24, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 8,479 | 1,626 | 0.21% | 0.2% | 741 | -63 | -0.74% | Q1 2026 | Apr 24, 2026 |
| Integrated Wealth Management | History | Reduced | 8,457 | 1,622 | 1.86% | 2.38% | 742 | -2,199 | -20.64% | Q1 2026 | Apr 22, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 8,451 | 1,620 | 0.14% | 0.12% | 743 | +1,229 | 17.02% | Q1 2026 | Apr 20, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 8,416 | 1,614 | 0.17% | 0.21% | 744 | -1,499 | -15.12% | Q1 2026 | May 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 8,413 | 1,613 | 0.09% | 0.09% | 745 | +28 | 0.33% | Q1 2026 | Apr 20, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 8,403 | 1,611 | 0.31% | 0.26% | 746 | -347 | -3.97% | Q1 2026 | Apr 29, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 8,352 | 1,602 | 0.05% | 0.06% | 747 | -273 | -3.17% | Q1 2026 | May 14, 2026 |
| Retirement Planning Group, LLC | History | Added to | 8,339 | 1,599 | 0.05% | 0.05% | 748 | +149 | 1.82% | Q1 2026 | May 04, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 8,334 | 1,598 | 0.02% | 0.07% | 749 | -17,248 | -67.42% | Q1 2026 | Apr 23, 2026 |
| Mattern Wealth Management LLC | History | Reduced | 8,330 | 1,597 | 0.31% | 0.33% | 750 | -292 | -3.39% | Q1 2026 | Apr 23, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Reduced | 8,311 | 1,594 | 1.03% | 1.16% | 751 | -239 | -2.8% | Q1 2026 | Apr 21, 2026 |
| First International Bank of Israel Ltd. | History | Reduced | 8,284 | 1,588 | 0.47% | 0.9% | 752 | -1,187 | -12.53% | Q1 2026 | May 14, 2026 |
| Mainstream Capital Management LLC | History | Reduced | 8,236 | 1,579 | 1.06% | 1.07% | 753 | -27 | -0.33% | Q1 2026 | Apr 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 8,209 | 1,574 | 0.1% | 0.12% | 754 | -1,568 | -16.04% | Q1 2026 | Apr 13, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 8,406 | 1,567 | 0.52% | 0.55% | 755 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MKT Advisors LLC | History | Added to | 8,040 | 1,554 | 0.52% | 0.53% | 756 | +264 | 3.4% | Q1 2026 | Apr 10, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 8,077 | 1,549 | 0.19% | 0.2% | 757 | -161 | -1.95% | Q1 2026 | Apr 16, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 8,034 | 1,541 | 0.04% | 0.04% | 758 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CGC Financial Services, LLC | History | Reduced | 8,008 | 1,536 | 0.44% | 7.79% | 759 | -138,652 | -94.54% | Q1 2026 | Apr 13, 2026 |
| Balance Wealth, LLC | History | Reduced | 8,001 | 1,534 | 0.48% | 0.53% | 760 | -380 | -4.53% | Q1 2026 | Apr 20, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 7,907 | 1,516 | 0.03% | 0.03% | 761 | -20 | -0.25% | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | Added to | 7,849 | 1,505 | 0.01% | 0.01% | 762 | +3,265 | 71.23% | Q1 2026 | May 11, 2026 |
| WT Wealth Management | History | Added to | 7,788 | 1,493 | 0.44% | 0.44% | 763 | +42 | 0.54% | Q1 2026 | Apr 21, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 7,776 | 1,491 | 0.42% | 0.51% | 764 | -1,266 | -14.0% | Q1 2026 | Apr 30, 2026 |
| Allen Capital Group, LLC | History | No change | 7,504 | 1,490 | 0.14% | 0.14% | 765 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Florida Trust Wealth Management Co | History | New | 7,762 | 1,488 | 0.04% | — | 766 | +7,762 | New | Q1 2026 | May 14, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 7,478 | 1,485 | 0.12% | 0.12% | 767 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| One Capital Management, LLC | History | Reduced | 7,686 | 1,474 | 0.04% | 0.05% | 768 | -805 | -9.48% | Q1 2026 | May 12, 2026 |
| Unify Financial Advisors | History | Reduced | 7,676 | 1,472 | 1.53% | 2.63% | 769 | -5,029 | -39.58% | Q1 2026 | Apr 23, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | New | 7,672 | 1,471 | 0.21% | — | 770 | +7,672 | New | Q1 2026 | Apr 30, 2026 |
| Schrum Private Wealth Management LLC | History | Reduced | 7,638 | 1,464 | 1.12% | 1.21% | 771 | -631 | -7.63% | Q1 2026 | May 08, 2026 |
| Haverford Financial Services, Inc. | History | Reduced | 7,631 | 1,463 | 0.44% | 0.48% | 772 | -919 | -10.75% | Q1 2026 | May 11, 2026 |
| CLOVERFIELDS CAPITAL GROUP, LP | History | Added to | 7,604 | 1,458 | 0.47% | 0.37% | 773 | +1,526 | 25.11% | Q1 2026 | May 14, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 7,550 | 1,448 | 0.75% | 1.42% | 775 | -9,008 | -54.4% | Q1 2026 | Apr 21, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 7,551 | 1,448 | 0.01% | 0.01% | 774 | +790 | 11.68% | Q1 2026 | May 12, 2026 |
| Millington Financial Advisors, LLC | History | Reduced | 6,975 | 1,445 | 0.61% | 0.7% | 776 | -752 | -9.73% | Q1 2026 | May 08, 2026 |
| Ballentine Partners, LLC | History | Added to | 7,521 | 1,442 | 0.02% | 0.01% | 777 | +4,278 | 131.91% | Q1 2026 | May 14, 2026 |
| Investors Research Corp | History | Added to | 7,519 | 1,442 | 0.28% | 0.26% | 778 | +384 | 5.38% | Q1 2026 | Apr 03, 2026 |
| IFS Group,LLC | History | New | 7,435 | 1,426 | 1.27% | — | 779 | +7,435 | New | Q1 2026 | May 18, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 7,424 | 1,423 | 0.33% | 0.46% | 780 | -2,249 | -23.25% | Q1 2026 | Apr 17, 2026 |
| ASL Financial, LLC | History | Added to | 7,359 | 1,411 | 1.13% | 1.07% | 781 | +473 | 6.87% | Q1 2026 | Apr 09, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 7,329 | 1,405 | 0.29% | 0.29% | 783 | +714 | 10.79% | Q1 2026 | Apr 15, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 7,327 | 1,405 | 0.29% | 0.3% | 782 | -100 | -1.35% | Q1 2026 | May 05, 2026 |
| Avantra Family Wealth, Inc. | History | Reduced | 7,285 | 1,397 | 1.04% | 1.11% | 784 | -410 | -5.33% | Q1 2026 | Apr 22, 2026 |
| Financial Insights, Inc. | History | Reduced | 7,237 | 1,388 | 0.45% | 0.49% | 785 | -66 | -0.9% | Q1 2026 | May 18, 2026 |
| Allie Family Office LLC | History | Added to | 7,218 | 1,384 | 0.61% | 0.36% | 786 | +3,356 | 86.9% | Q1 2026 | May 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 7,189 | 1,378 | 0.08% | 0.09% | 787 | -563 | -7.26% | Q1 2026 | Apr 30, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 7,154 | 1,372 | 0.92% | 0.72% | 789 | +2,335 | 48.45% | Q1 2026 | Apr 16, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 7,155 | 1,372 | 0.5% | 0.53% | 788 | +17 | 0.24% | Q1 2026 | Apr 27, 2026 |
| Wells Financial Advisors INC | History | Reduced | 7,148 | 1,371 | 6.24% | 4.57% | 790 | -4,963 | -40.98% | Q1 2026 | May 07, 2026 |
| Capital Investment Management, Inc. | History | Added to | 7,145 | 1,370 | 0.47% | 0.47% | 793 | +429 | 6.39% | Q1 2026 | Apr 22, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 7,145 | 1,370 | 0.57% | 0.6% | 792 | -36 | -0.5% | Q1 2026 | Apr 21, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 7,143 | 1,370 | 0.02% | 0.02% | 791 | -4 | -0.06% | Q1 2026 | May 15, 2026 |
| LPWM LLC | History | Added to | 7,125 | 1,366 | 0.34% | 0.34% | 795 | +308 | 4.52% | Q1 2026 | Apr 08, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 7,125 | 1,366 | 0.43% | 0.46% | 794 | +101 | 1.44% | Q1 2026 | May 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 7,115 | 1,364 | 0.04% | 0.05% | 796 | -392 | -5.22% | Q1 2026 | Apr 08, 2026 |
| Capital Asset Managemnet, LLC | History | Added to | 7,067 | 1,355 | 1.53% | 1.55% | 797 | +175 | 2.54% | Q1 2026 | Apr 14, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 7,042 | 1,350 | 0.04% | 0.04% | 798 | -268 | -3.67% | Q1 2026 | May 14, 2026 |
| Latitude Advisors, LLC | History | Reduced | 7,032 | 1,348 | 0.62% | 0.66% | 799 | -535 | -7.07% | Q1 2026 | Apr 27, 2026 |
| Opulen Financial Group LLC | History | Added to | 7,031 | 1,348 | 0.95% | 1.01% | 800 | +37 | 0.53% | Q1 2026 | Apr 29, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 7,025 | 1,347 | 0.26% | 0.26% | 801 | +83 | 1.2% | Q1 2026 | Apr 15, 2026 |
| MATAURO, LLC | History | Reduced | 6,939 | 1,330 | 0.19% | 0.27% | 802 | -2,083 | -23.09% | Q1 2026 | Apr 22, 2026 |
| Cassilly Financial Group LLC | History | Added to | 6,923 | 1,327 | 1.15% | 1.19% | 803 | +134 | 1.97% | Q1 2026 | Apr 10, 2026 |
| Ruggiero Investments, Inc. | History | Added to | 6,903 | 1,324 | 1.28% | 1.24% | 804 | +3 | 0.04% | Q1 2026 | May 12, 2026 |
| LexAurum Advisors, LLC | History | New | 6,898 | 1,323 | 0.17% | — | 806 | +6,898 | New | Q1 2026 | Apr 13, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 6,900 | 1,323 | 0.14% | 0.12% | 805 | +1,078 | 18.52% | Q1 2026 | Apr 15, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 6,876 | 1,318 | 0.03% | 0.03% | 807 | -386 | -5.32% | Q1 2026 | May 13, 2026 |
| Ardent Capital Management, Inc. | History | No change | 6,874 | 1,318 | 0.56% | 0.54% | 808 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 6,851 | 1,314 | 0.12% | 0.14% | 809 | -718 | -9.49% | Q1 2026 | Apr 27, 2026 |
| Wall Capital Group, Inc. | History | Reduced | 6,771 | 1,298 | 1.39% | 1.3% | 810 | -125 | -1.81% | Q1 2026 | Apr 20, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 6,730 | 1,290 | 0.06% | 0.07% | 811 | -23 | -0.34% | Q1 2026 | Apr 15, 2026 |
| Glenview Trust Co | History | Added to | 6,719 | 1,288 | 0.02% | 0.02% | 812 | +897 | 15.41% | Q1 2026 | May 08, 2026 |
| Two West Capital Advisors LLC | History | Added to | 6,241 | 1,284 | 0.68% | 0.69% | 813 | +222 | 3.69% | Q1 2026 | May 04, 2026 |
| Saiph Capital, LLC | History | Added to | 6,683 | 1,281 | 0.48% | 0.47% | 814 | +120 | 1.83% | Q1 2026 | May 12, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 6,669 | 1,279 | 0.31% | 0.32% | 815 | -580 | -8.0% | Q1 2026 | Apr 20, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 6,662 | 1,277 | 0.75% | 0.82% | 816 | -463 | -6.5% | Q1 2026 | May 11, 2026 |
| Accredited Investors Inc. | History | Added to | 6,657 | 1,276 | 0.07% | 0.01% | 817 | +5,619 | 541.33% | Q1 2026 | Apr 30, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 6,588 | 1,263 | 0.14% | 0.14% | 818 | -20 | -0.3% | Q1 2026 | Apr 23, 2026 |
| EVERPAR ADVISORS LLC | History | Reduced | 6,558 | 1,257 | 0.43% | 0.55% | 819 | -947 | -12.62% | Q1 2026 | Apr 21, 2026 |
| L & S Advisors Inc | History | Added to | 6,539 | 1,254 | 0.16% | 0.12% | 820 | +91 | 1.41% | Q1 2026 | May 11, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Reduced | 6,526 | 1,251 | 0.35% | 0.41% | 821 | -2,083 | -24.2% | Q1 2026 | May 14, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 6,520 | 1,250 | 0.83% | 0.87% | 822 | +39 | 0.6% | Q1 2026 | Apr 13, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 6,513 | 1,249 | 0.06% | 0.04% | 823 | +2,575 | 65.39% | Q1 2026 | Apr 09, 2026 |
| New Republic Capital, LLC | History | Reduced | 6,507 | 1,248 | 0.42% | 0.35% | 825 | -139 | -2.09% | Q1 2026 | May 01, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 6,510 | 1,248 | 0.11% | 0.11% | 824 | -6 | -0.09% | Q1 2026 | May 07, 2026 |
| Vision Retirement, LLC | History | Reduced | 6,460 | 1,239 | 0.35% | 0.48% | 827 | -2,644 | -29.04% | Q1 2026 | May 07, 2026 |
| FWG Investments, LLC. | History | Added to | 6,462 | 1,239 | 0.79% | 0.67% | 826 | +1,202 | 22.85% | Q1 2026 | Apr 21, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 6,431 | 1,233 | 0.14% | 0.15% | 828 | -596 | -8.48% | Q1 2026 | May 15, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 6,413 | 1,230 | 0.17% | 0.18% | 829 | +786 | 13.97% | Q1 2026 | May 08, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 6,396 | 1,226 | 0.81% | 0.84% | 830 | +164 | 2.63% | Q1 2026 | Apr 21, 2026 |
| PALLADIEM, LLC | History | Added to | 7,888 | 1,224 | 1.17% | 1.06% | 831 | +2,304 | 41.26% | Q1 2026 | May 06, 2026 |
| FIDUCIARY TRUST CO | History | No change | 6,342 | 1,216 | 0.01% | 0.01% | 832 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 6,306 | 1,209 | 0.03% | — | 833 | +6,306 | New | Q1 2026 | May 15, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 6,278 | 1,204 | 0.15% | 0.16% | 834 | -202 | -3.12% | Q1 2026 | Apr 13, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 6,260 | 1,200 | 0.36% | 0.38% | 835 | -108 | -1.7% | Q1 2026 | May 20, 2026 |
| Maridea Wealth Management LLC | History | Added to | 6,239 | 1,196 | 0.17% | 0.16% | 838 | +916 | 17.21% | Q1 2026 | Apr 21, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 6,238 | 1,196 | 0.06% | 0.06% | 836 | +507 | 8.85% | Q1 2026 | Apr 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 6,240 | 1,196 | 0.87% | 1.07% | 837 | -262 | -4.03% | Q1 2026 | Apr 27, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 6,234 | 1,195 | 0.28% | 0.3% | 839 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 6,143 | 1,184 | 0.08% | 0.1% | 840 | -1,469 | -19.3% | Q1 2026 | May 01, 2026 |
| EFG International AG | History | Added to | 6,144 | 1,178 | 0.03% | 0.0% | 841 | +5,439 | 771.49% | Q1 2026 | May 15, 2026 |
| COWA, LLC | History | Reduced | 6,105 | 1,171 | 0.32% | 0.38% | 842 | -161 | -2.57% | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Added to | 6,093 | 1,168 | 0.0% | 0.0% | 843 | +65 | 1.08% | Q1 2026 | May 05, 2026 |
| Empire Life Investments Inc. | History | Reduced | 6,050 | 1,166 | 0.07% | 0.07% | 844 | -100 | -1.63% | Q1 2026 | May 11, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 6,062 | 1,162 | 0.09% | 0.1% | 845 | -299 | -4.7% | Q1 2026 | May 14, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 6,054 | 1,161 | 0.43% | 0.38% | 846 | +868 | 16.74% | Q1 2026 | May 18, 2026 |
| Seneschal Advisors, LLC | History | Reduced | 6,057 | 1,161 | 0.86% | 0.9% | 847 | -89 | -1.45% | Q1 2026 | May 08, 2026 |
| Visionary Wealth Advisors | History | Reduced | 6,031 | 1,156 | 0.05% | 0.05% | 848 | -73 | -1.2% | Q1 2026 | May 13, 2026 |
| Dentgroup LLC | History | No change | 5,801 | 1,152 | 0.79% | 0.79% | 849 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Abundance Wealth Counselors | History | No change | 5,998 | 1,150 | 0.16% | 0.2% | 850 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| YANKCOM Partnership | History | No change | 6,000 | 1,150 | 0.47% | 0.51% | 851 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 5,957 | 1,142 | 0.36% | 0.44% | 852 | -428 | -6.7% | Q1 2026 | Apr 15, 2026 |
| Davidson Kahn Capital Management, LLC | History | New | 5,605 | 1,138 | 0.61% | — | 853 | +5,605 | New | Q1 2026 | Apr 22, 2026 |
| EWA, LLC | History | Reduced | 5,931 | 1,137 | 0.26% | 3.31% | 854 | -62,387 | -91.32% | Q1 2026 | Apr 23, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 5,924 | 1,136 | 0.18% | 0.2% | 855 | -493 | -7.68% | Q1 2026 | Apr 23, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Reduced | 5,921 | 1,135 | 0.73% | 0.78% | 856 | -18 | -0.3% | Q1 2026 | Apr 21, 2026 |
| Arsenal Capital Advisors LLC | History | Reduced | 5,915 | 1,134 | 0.82% | 0.83% | 857 | -18 | -0.3% | Q1 2026 | May 07, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 5,885 | 1,128 | 0.01% | 0.01% | 858 | +168 | 2.94% | Q1 2026 | May 14, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 5,883 | 1,128 | 0.81% | 0.81% | 859 | +162 | 2.83% | Q1 2026 | May 12, 2026 |
| Ipsen Advisor Group LLC | History | No change | 5,641 | 1,120 | 0.8% | 0.8% | 860 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 5,815 | 1,115 | 0.0% | 0.0% | 861 | +502 | 9.45% | Q1 2026 | May 14, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 5,811 | 1,114 | 0.11% | 0.11% | 862 | +6 | 0.1% | Q1 2026 | Apr 13, 2026 |
| Allegheny Financial Group | History | No change | 5,811 | 1,114 | 0.15% | 0.17% | 863 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| First Financial Bank - Trust Division | History | Reduced | 5,790 | 1,110 | 0.09% | 0.11% | 864 | -817 | -12.37% | Q1 2026 | Apr 01, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 5,771 | 1,106 | 0.36% | 0.39% | 865 | -362 | -5.9% | Q1 2026 | Apr 08, 2026 |
| Vantage Point Financial LLC | History | Reduced | 5,717 | 1,096 | 0.38% | 0.49% | 866 | -1,127 | -16.47% | Q1 2026 | May 01, 2026 |
| Diversified Trust Co | History | Added to | 5,706 | 1,094 | 0.02% | 0.02% | 867 | +5 | 0.09% | Q1 2026 | Apr 16, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Reduced | 5,686 | 1,090 | 0.07% | 0.08% | 868 | -69 | -1.2% | Q1 2026 | Apr 29, 2026 |
| Pearl Planning LLC | History | Reduced | 5,678 | 1,089 | 0.58% | 0.74% | 870 | -379 | -6.26% | Q1 2026 | Apr 30, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 5,679 | 1,089 | 0.19% | 0.22% | 869 | -92 | -1.59% | Q1 2026 | May 08, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 5,677 | 1,088 | 0.12% | 0.15% | 871 | -1,004 | -15.03% | Q1 2026 | May 11, 2026 |
| Raub Brock Capital Management LP | History | Added to | 5,646 | 1,083 | 0.27% | 0.24% | 872 | +217 | 4.0% | Q1 2026 | Apr 15, 2026 |
| Vantus Wealth LLC | History | No change | 5,455 | 1,083 | 0.8% | 0.8% | 873 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 5,631 | 1,080 | 0.1% | 0.11% | 874 | +146 | 2.66% | Q1 2026 | Apr 15, 2026 |
| Meridian Financial Partners LLC | History | No change | 5,587 | 1,080 | 0.41% | 0.45% | 875 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Storen Legacy Partners, LLC | History | Added to | 5,621 | 1,078 | 0.34% | 0.35% | 876 | +8 | 0.14% | Q1 2026 | Apr 22, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 5,584 | 1,071 | 0.47% | 0.53% | 877 | -228 | -3.92% | Q1 2026 | May 15, 2026 |
| WNY Asset Management, LLC | History | New | 5,582 | 1,070 | 0.11% | — | 878 | +5,582 | New | Q1 2026 | May 22, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Reduced | 5,553 | 1,065 | 0.55% | 0.61% | 879 | -88 | -1.56% | Q1 2026 | Apr 20, 2026 |
| TCTC Holdings, LLC | History | Reduced | 5,538 | 1,062 | 0.03% | 0.03% | 880 | -150 | -2.64% | Q1 2026 | May 07, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 5,521 | 1,058 | 0.37% | 0.41% | 881 | -116 | -2.06% | Q1 2026 | Apr 28, 2026 |
| MFA Wealth Services | History | Reduced | 5,504 | 1,055 | 0.7% | 0.74% | 882 | -40 | -0.72% | Q1 2026 | Apr 21, 2026 |
| Violich Capital Management, Inc. | History | Reduced | 5,500 | 1,054 | 0.12% | 0.12% | 883 | -40 | -0.72% | Q1 2026 | Apr 08, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 5,477 | 1,050 | 0.06% | 0.07% | 884 | -455 | -7.67% | Q1 2026 | May 11, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 5,461 | 1,047 | 0.18% | 0.19% | 885 | +36 | 0.66% | Q1 2026 | Apr 17, 2026 |
| Noble Wealth Management PBC | History | Added to | 5,454 | 1,046 | 0.53% | 0.53% | 886 | +164 | 3.1% | Q1 2026 | Apr 02, 2026 |
| Cooper Financial Group | History | Reduced | 5,403 | 1,036 | 0.1% | 0.17% | 887 | -2,560 | -32.15% | Q1 2026 | Apr 07, 2026 |
| Soundwatch Capital LLC | History | Added to | 5,401 | 1,035 | 0.13% | 0.14% | 888 | +765 | 16.5% | Q1 2026 | May 05, 2026 |
| JT Stratford LLC | History | Added to | 5,395 | 1,034 | 0.13% | 0.13% | 889 | +202 | 3.89% | Q1 2026 | May 15, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 5,383 | 1,032 | 0.07% | 0.13% | 890 | +666 | 14.12% | Q1 2026 | May 15, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 5,374 | 1,030 | 0.26% | 0.28% | 891 | -21 | -0.39% | Q1 2026 | Apr 22, 2026 |
| Vavra Capital Management, LLC | History | Reduced | 5,337 | 1,023 | 0.99% | 1.07% | 892 | -135 | -2.47% | Q1 2026 | Apr 27, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 5,277 | 1,012 | 0.36% | — | 893 | +5,277 | New | Q1 2026 | May 13, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Added to | 5,260 | 1,008 | 0.21% | 0.14% | 894 | +1,497 | 39.78% | Q1 2026 | Apr 16, 2026 |
| First American Bank | History | No change | 5,252 | 1,007 | 0.06% | 0.06% | 895 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Lantern Wealth Advisors, LLC | History | Reduced | 5,248 | 1,006 | 0.52% | 0.57% | 896 | -139 | -2.58% | Q1 2026 | May 13, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 5,243 | 1,005 | 0.06% | 0.02% | 897 | +3,409 | 185.88% | Q1 2026 | Apr 20, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 5,232 | 1,003 | 0.14% | 0.13% | 899 | +405 | 8.39% | Q1 2026 | Apr 22, 2026 |
| VANGUARD GROUP INC | History | No change | 5,053 | 1,003 | 0.0% | 0.0% | 898 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 5,195 | 996 | 0.12% | 0.13% | 900 | -254 | -4.66% | Q1 2026 | Apr 21, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 5,186 | 994 | 0.0% | 0.0% | 901 | -6 | -0.12% | Q1 2026 | May 05, 2026 |
| Wise Wealth Partners | History | No change | 5,184 | 994 | 1.35% | 1.48% | 902 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Galaxy Group Investments LLC | History | No change | 5,000 | 993 | 0.12% | 0.12% | 903 | 0 | 0.0% | Q4 2025 | Mar 23, 2026 |
| GatePass Capital, LLC | History | Added to | 5,112 | 980 | 0.46% | 0.42% | 905 | +1,036 | 25.42% | Q1 2026 | May 06, 2026 |
| Kellett Wealth Advisors, LLC | History | Reduced | 5,113 | 980 | 0.53% | 0.62% | 904 | -375 | -6.83% | Q1 2026 | May 04, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 5,106 | 979 | 0.21% | 0.23% | 906 | -211 | -3.97% | Q1 2026 | May 11, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 5,049 | 968 | 0.13% | 0.13% | 907 | +2 | 0.04% | Q1 2026 | May 07, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 5,042 | 967 | 0.19% | 0.22% | 908 | -477 | -8.64% | Q1 2026 | May 11, 2026 |
| Strathmore Capital Advisors, Inc. | History | New | 4,639 | 962 | 0.27% | — | 909 | +4,639 | New | Q1 2026 | Apr 27, 2026 |
| Wolff Financial Management LLC | History | Reduced | 5,000 | 959 | 0.21% | 0.23% | 910 | -148 | -2.87% | Q1 2026 | Apr 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 4,987 | 956 | 0.08% | 0.06% | 911 | +1,075 | 27.48% | Q1 2026 | May 15, 2026 |
| Ergawealth Advisors, Inc. | History | Added to | 4,975 | 954 | 0.42% | 0.45% | 912 | +9 | 0.18% | Q1 2026 | Apr 27, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 4,970 | 953 | 0.28% | 1.02% | 914 | -12,649 | -71.79% | Q1 2026 | May 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 4,972 | 953 | 0.0% | 0.0% | 913 | +2,412 | 94.22% | Q1 2026 | May 15, 2026 |
| Calamos Advisors LLC | History | New | 4,920 | 943 | 0.0% | — | 916 | +4,920 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 4,920 | 943 | 0.03% | 0.04% | 915 | -221 | -4.3% | Q1 2026 | May 04, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 4,912 | 942 | 0.59% | — | 918 | +4,912 | New | Q1 2026 | Apr 14, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 4,913 | 942 | 0.19% | 0.21% | 917 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| McAdam, LLC | History | Added to | 4,911 | 941 | 0.04% | 0.04% | 919 | +770 | 18.59% | Q1 2026 | May 08, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 4,897 | 939 | 0.22% | 0.23% | 920 | +629 | 14.74% | Q1 2026 | May 07, 2026 |
| FLC Capital Advisors | History | No change | 4,894 | 938 | 0.17% | 0.18% | 921 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 4,636 | 933 | 0.27% | 0.26% | 922 | +235 | 5.34% | Q1 2026 | Apr 16, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 4,676 | 928 | 0.0% | 0.0% | 923 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 4,482 | 927 | 0.29% | 0.1% | 924 | +3,072 | 217.87% | Q1 2026 | May 12, 2026 |
| Clark Asset Management, LLC | History | Added to | 4,821 | 924 | 0.09% | 0.07% | 925 | +1,326 | 37.94% | Q1 2026 | Apr 16, 2026 |
| WASHINGTON TRUST Co | History | No change | 4,815 | 923 | 0.03% | 0.03% | 926 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| FULTON BANK, N.A. | History | Reduced | 4,773 | 915 | 0.03% | 0.03% | 927 | -231 | -4.62% | Q1 2026 | Apr 24, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 4,710 | 903 | 0.23% | 0.24% | 928 | +42 | 0.9% | Q1 2026 | Apr 09, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 4,701 | 901 | 0.0% | 0.0% | 929 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ridgeline Wealth Planning, LLC | History | Reduced | 4,696 | 900 | 0.66% | 0.77% | 930 | -713 | -13.18% | Q1 2026 | May 05, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 4,683 | 898 | 0.33% | 0.33% | 931 | -275 | -5.55% | Q1 2026 | May 12, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 4,675 | 896 | 0.1% | 0.11% | 932 | -52 | -1.1% | Q1 2026 | May 11, 2026 |
| United Advisor Group, LLC | History | Reduced | 4,661 | 894 | 0.11% | 0.41% | 933 | -12,020 | -72.06% | Q1 2026 | Apr 17, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 4,660 | 893 | 0.18% | 0.16% | 934 | +1,230 | 35.86% | Q1 2026 | Apr 28, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 4,635 | 889 | 0.11% | 0.11% | 935 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 4,611 | 884 | 0.07% | 0.09% | 936 | -1,195 | -20.58% | Q1 2026 | Apr 27, 2026 |
| Catalina Capital Group, LLC | History | Added to | 4,606 | 883 | 0.53% | 0.53% | 937 | +230 | 5.26% | Q1 2026 | Apr 23, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 4,585 | 880 | 0.2% | 0.25% | 938 | -905 | -16.48% | Q1 2026 | May 13, 2026 |
| Claris Financial LLC | History | Reduced | 4,590 | 880 | 0.48% | 0.53% | 939 | -427 | -8.51% | Q1 2026 | May 18, 2026 |
| LANE BROTHERS & CO INC | History | Reduced | 4,570 | 876 | 0.64% | 0.71% | 940 | -398 | -8.01% | Q1 2026 | May 05, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 4,549 | 872 | 0.18% | 0.23% | 941 | -947 | -17.23% | Q1 2026 | May 08, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 4,540 | 870 | 0.12% | 0.17% | 942 | -1,540 | -25.33% | Q1 2026 | Apr 23, 2026 |
| Altus Wealth Group LLC | History | Reduced | 4,526 | 868 | 0.36% | 0.37% | 943 | -108 | -2.33% | Q1 2026 | Apr 27, 2026 |
| Legacy Trust | History | No change | 4,516 | 866 | 0.17% | 0.17% | 944 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Fiduciary Alliance LLC | History | Added to | 4,211 | 860 | 0.05% | 0.04% | 946 | +996 | 30.98% | Q1 2026 | Apr 20, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 4,486 | 860 | 0.06% | 0.05% | 945 | +631 | 16.37% | Q1 2026 | Apr 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 4,481 | 859 | 0.05% | 0.04% | 947 | +686 | 18.08% | Q1 2026 | Apr 13, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 4,474 | 858 | 0.12% | 0.12% | 948 | +253 | 5.99% | Q1 2026 | May 14, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 4,472 | 857 | 0.19% | 0.28% | 949 | -2,241 | -33.38% | Q1 2026 | Apr 13, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 4,453 | 854 | 0.14% | 0.27% | 950 | -2,545 | -36.37% | Q1 2026 | Apr 10, 2026 |
| Americana Partners, LLC | History | Reduced | 4,444 | 852 | 0.02% | 0.03% | 951 | -353 | -7.36% | Q1 2026 | May 12, 2026 |
| Avior Wealth Management, LLC | History | Added to | 4,437 | 850 | 0.02% | 0.02% | 952 | +1,844 | 71.11% | Q1 2026 | Apr 09, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 4,435 | 850 | 0.49% | 0.5% | 953 | +36 | 0.82% | Q1 2026 | May 01, 2026 |
| Trace Wealth Advisors, LLC | History | No change | 4,434 | 850 | 0.64% | 0.64% | 954 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| STABLEFORD CAPITAL II LLC | History | New | 4,404 | 844 | 0.31% | — | 956 | +4,404 | New | Q1 2026 | Apr 06, 2026 |
| FLP Wealth Management, LLC | History | Reduced | 4,400 | 844 | 1.74% | 2.27% | 955 | -429 | -8.88% | Q1 2026 | Apr 28, 2026 |
| PFG Private Wealth Management, LLC | History | Reduced | 4,392 | 842 | 0.36% | 2.97% | 957 | -29,798 | -87.15% | Q1 2026 | May 14, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 4,223 | 838 | 0.5% | 0.5% | 958 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| SouthState Bank Corp | History | Added to | 4,316 | 827 | 0.04% | 0.03% | 959 | +1,148 | 36.24% | Q1 2026 | May 05, 2026 |
| Moors & Cabot, Inc. | History | Added to | 4,302 | 825 | 0.04% | 0.03% | 960 | +585 | 15.74% | Q1 2026 | May 08, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | No change | 4,298 | 824 | 0.28% | 0.31% | 961 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Veltria Advisors Corp. | History | New | 3,967 | 823 | 2.73% | — | 962 | +3,967 | New | Q1 2026 | May 14, 2026 |
| Investment Research Partners LLC | History | Reduced | 4,286 | 822 | 0.33% | 0.54% | 963 | -2,091 | -32.79% | Q1 2026 | Apr 29, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 4,269 | 818 | 0.07% | 0.07% | 964 | +1 | 0.02% | Q1 2026 | Apr 13, 2026 |
| FineMark National Bank & Trust | History | No change | 4,111 | 816 | 0.03% | 0.03% | 965 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bogart Wealth, LLC | History | Added to | 4,229 | 811 | 0.03% | 0.03% | 966 | +857 | 25.42% | Q1 2026 | Apr 28, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 4,220 | 809 | 0.01% | 0.01% | 967 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 4,213 | 808 | 0.21% | 0.27% | 968 | -843 | -16.67% | Q1 2026 | Apr 29, 2026 |
| RDA Financial Network | History | Reduced | 4,194 | 804 | 0.2% | 0.34% | 969 | -2,901 | -40.89% | Q1 2026 | Apr 08, 2026 |
| Lebenthal Global Advisors, LLC | History | Reduced | 4,192 | 804 | 0.12% | 0.14% | 970 | -252 | -5.67% | Q1 2026 | May 14, 2026 |
| Curi Capital, LLC | History | Added to | 4,183 | 802 | 0.01% | 0.01% | 971 | +1,018 | 32.16% | Q1 2026 | May 15, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 4,178 | 801 | 0.0% | 0.0% | 972 | -1,115 | -21.07% | Q1 2026 | May 14, 2026 |
| Continuum Advisory, LLC | History | Added to | 4,102 | 786 | 0.08% | 0.08% | 973 | +123 | 3.09% | Q1 2026 | Apr 22, 2026 |
| Procyon Advisors, LLC | History | Added to | 4,090 | 784 | 0.04% | 0.03% | 974 | +729 | 21.69% | Q1 2026 | May 04, 2026 |
| IBEX WEALTH ADVISORS | History | New | 4,083 | 783 | 0.07% | — | 975 | +4,083 | New | Q1 2026 | Apr 30, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Reduced | 4,069 | 780 | 0.36% | 0.38% | 977 | -76 | -1.83% | Q1 2026 | May 05, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 4,070 | 780 | 0.12% | 0.12% | 976 | +42 | 1.04% | Q1 2026 | Apr 29, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 4,065 | 779 | 0.08% | 0.11% | 978 | -849 | -17.28% | Q1 2026 | Apr 30, 2026 |
| Midwest Trust Co | History | Reduced | 4,061 | 778 | 0.01% | 0.01% | 980 | -625 | -13.34% | Q1 2026 | May 01, 2026 |
| DAVIDSON TRUST CO | History | Added to | 4,058 | 778 | 0.34% | 0.3% | 979 | +403 | 11.03% | Q1 2026 | Apr 20, 2026 |
| Sonoma Private Wealth LLC | History | Reduced | 4,047 | 776 | 0.96% | 1.1% | 982 | -539 | -11.75% | Q1 2026 | May 15, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 4,048 | 776 | 0.02% | 0.02% | 981 | -252 | -5.86% | Q1 2026 | May 08, 2026 |
| New England Professional Planning Group Inc. | History | Added to | 4,040 | 774 | 0.32% | 0.34% | 983 | +5 | 0.12% | Q1 2026 | May 13, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 4,031 | 773 | 0.23% | 0.21% | 984 | +451 | 12.6% | Q1 2026 | Apr 24, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 3,874 | 769 | 0.03% | 0.03% | 985 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HCR Wealth Advisors | History | Reduced | 3,994 | 766 | 0.08% | 0.08% | 986 | -25 | -0.62% | Q1 2026 | Apr 21, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 3,973 | 762 | 0.17% | 0.2% | 987 | -173 | -4.17% | Q1 2026 | May 15, 2026 |
| Northwest Capital Management Inc | History | No change | 3,836 | 761 | 3.3% | 3.3% | 988 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Paulson Wealth Management Inc. | History | No change | 3,965 | 760 | 0.18% | 0.18% | 989 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NCM Capital Management, LLC | History | No change | 3,939 | 755 | 0.27% | 0.29% | 990 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| True North Advisors, LLC | History | Reduced | 3,936 | 754 | 0.09% | 0.1% | 991 | -121 | -2.98% | Q1 2026 | May 07, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 3,935 | 754 | 0.16% | 0.16% | 992 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CIBC Bancorp USA Inc. | History | New | 3,928 | 753 | 0.0% | — | 993 | +3,928 | New | Q1 2026 | May 12, 2026 |
| Indie Asset Partners, LLC | History | Added to | 3,920 | 751 | 0.86% | 0.79% | 995 | +328 | 9.13% | Q1 2026 | May 08, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 3,915 | 751 | 0.19% | 0.2% | 994 | +290 | 8.0% | Q1 2026 | May 06, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 3,900 | 748 | 0.07% | — | 997 | +3,900 | New | Q1 2026 | May 12, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 3,904 | 748 | 0.04% | 0.05% | 996 | +2 | 0.05% | Q1 2026 | Apr 23, 2026 |
| TrueWealth Financial Partners | History | New | 3,887 | 745 | 0.3% | — | 998 | +3,887 | New | Q1 2026 | May 20, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 3,868 | 741 | 0.1% | 0.11% | 999 | -564 | -12.73% | Q1 2026 | May 04, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 3,863 | 740 | 0.0% | 0.0% | 1000 | -958 | -19.87% | Q1 2026 | May 15, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 3,814 | 731 | 0.26% | 0.37% | 1001 | +95 | 2.55% | Q1 2026 | May 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 3,796 | 728 | 0.06% | 0.05% | 1002 | +519 | 15.84% | Q1 2026 | Apr 23, 2026 |
| Emprise Bank | History | New | 3,792 | 727 | 0.29% | — | 1003 | +3,792 | New | Q1 2026 | Apr 20, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 3,770 | 723 | 0.75% | 0.82% | 1004 | -217 | -5.44% | Q1 2026 | Apr 23, 2026 |
| VANGUARD ADVISERS INC | History | New | 3,765 | 722 | 0.0% | — | 1005 | +3,765 | New | Q1 2026 | May 08, 2026 |
| InTrack Investment Management Inc | History | Reduced | 3,747 | 718 | 0.41% | 0.57% | 1006 | -1,383 | -26.96% | Q1 2026 | Apr 06, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 3,730 | 715 | 0.24% | 0.24% | 1007 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Firestone Capital Management | History | Added to | 3,701 | 709 | 0.15% | 0.16% | 1009 | +6 | 0.16% | Q1 2026 | May 08, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 3,699 | 709 | 0.05% | 0.05% | 1008 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Semus Wealth Partners LLC | History | Reduced | 3,632 | 696 | 0.39% | 0.41% | 1012 | -172 | -4.52% | Q1 2026 | Apr 24, 2026 |
| Boston Trust Walden Corp | History | Reduced | 3,633 | 696 | 0.01% | 0.01% | 1010 | -115 | -3.07% | Q1 2026 | Apr 24, 2026 |
| MBL Wealth, LLC | History | Reduced | 3,629 | 696 | 0.05% | 0.06% | 1011 | -110 | -2.94% | Q1 2026 | Apr 28, 2026 |
| SMART Wealth LLC | History | Added to | 3,619 | 694 | 0.2% | 0.12% | 1013 | +1,701 | 88.69% | Q1 2026 | Apr 23, 2026 |
| OneAscent Family Office, LLC | History | Reduced | 3,607 | 691 | 0.48% | 0.53% | 1014 | -343 | -8.68% | Q1 2026 | Apr 21, 2026 |
| National Philanthropic Trust | History | Added to | 3,586 | 687 | 0.01% | 0.01% | 1016 | +491 | 15.86% | Q1 2026 | May 15, 2026 |
| Northside Capital Management, LLC | History | No change | 3,582 | 687 | 0.06% | 0.06% | 1015 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,570 | 684 | 0.01% | 0.01% | 1017 | +91 | 2.62% | Q1 2026 | Apr 07, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 3,565 | 683 | 0.18% | 0.2% | 1018 | -69 | -1.9% | Q1 2026 | May 11, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 3,561 | 683 | 0.41% | 0.42% | 1019 | +11 | 0.31% | Q1 2026 | Apr 22, 2026 |
| Root Financial Partners, LLC | History | Added to | 3,541 | 679 | 0.03% | 0.02% | 1020 | +1,333 | 60.37% | Q1 2026 | Apr 24, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 3,254 | 674 | 0.11% | 0.12% | 1021 | -137 | -4.04% | Q1 2026 | May 08, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 3,513 | 673 | 0.02% | 0.04% | 1022 | -2,148 | -37.94% | Q1 2026 | Apr 28, 2026 |
| Independence Bank of Kentucky | History | Reduced | 3,507 | 672 | 0.09% | 0.11% | 1023 | -891 | -20.26% | Q1 2026 | Apr 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 3,499 | 671 | 0.01% | 0.01% | 1024 | +60 | 1.74% | Q1 2026 | May 05, 2026 |
| Gibbs Wealth Management | History | Added to | 3,490 | 669 | 0.09% | 0.13% | 1026 | +782 | 28.88% | Q1 2026 | May 13, 2026 |
| TFR Capital, LLC. | History | Reduced | 3,491 | 669 | 0.21% | 0.23% | 1025 | -50 | -1.41% | Q1 2026 | May 04, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 3,457 | 663 | 0.1% | 0.08% | 1027 | +555 | 19.12% | Q1 2026 | May 11, 2026 |
| Quantum Portfolio Management LLC | History | Added to | 3,442 | 660 | 0.29% | 0.28% | 1028 | +191 | 5.88% | Q1 2026 | May 01, 2026 |
| Olde Wealth Management, LLC | History | No change | 3,427 | 657 | 0.21% | 0.21% | 1029 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Aureus Asset Management, LLC | History | New | 3,400 | 652 | 0.04% | — | 1032 | +3,400 | New | Q1 2026 | May 13, 2026 |
| RHS Financial, LLC | History | Reduced | 3,400 | 652 | 0.31% | 0.39% | 1031 | -639 | -15.82% | Q1 2026 | Apr 28, 2026 |
| GenTrust, LLC | History | No change | 3,400 | 652 | 0.03% | 0.03% | 1030 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Strategic Financial Concepts, LLC | History | New | 3,396 | 651 | 0.16% | — | 1033 | +3,396 | New | Q1 2026 | May 12, 2026 |
| Rathbones Group PLC | History | Added to | 3,369 | 646 | 0.0% | 0.0% | 1034 | +40 | 1.2% | Q1 2026 | May 12, 2026 |
| Palisade Asset Management, LLC | History | No change | 3,365 | 645 | 0.06% | 0.07% | 1035 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| NOVEM GROUP | History | Added to | 3,345 | 641 | 0.07% | 0.07% | 1036 | +299 | 9.82% | Q1 2026 | Apr 10, 2026 |
| 4J Wealth Management LLC | History | Reduced | 3,338 | 640 | 0.36% | 0.41% | 1037 | -269 | -7.46% | Q1 2026 | May 05, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 3,317 | 636 | 0.01% | 0.01% | 1038 | -307 | -8.47% | Q1 2026 | May 14, 2026 |
| Imprint Wealth LLC | History | Added to | 3,312 | 635 | 2.9% | 2.27% | 1040 | +869 | 35.57% | Q1 2026 | May 15, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 3,314 | 635 | 0.06% | 0.05% | 1039 | +744 | 28.95% | Q1 2026 | May 13, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 3,301 | 633 | 0.03% | 0.04% | 1041 | -53 | -1.58% | Q1 2026 | May 06, 2026 |
| Zhang Financial LLC | History | Added to | 3,299 | 632 | 0.02% | 0.02% | 1042 | +322 | 10.82% | Q1 2026 | May 06, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 3,287 | 630 | 0.01% | 0.01% | 1043 | +3 | 0.09% | Q1 2026 | May 01, 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | History | Reduced | 3,267 | 626 | 0.49% | 1.05% | 1045 | -3,484 | -51.61% | Q1 2026 | May 06, 2026 |
| Empowered Funds, LLC | History | Added to | 3,264 | 626 | 0.0% | 0.01% | 1044 | +794 | 32.15% | Q1 2026 | May 14, 2026 |
| Heirloom Wealth Management | History | New | 3,225 | 618 | 0.11% | — | 1046 | +3,225 | New | Q1 2026 | Apr 14, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 3,217 | 617 | 0.15% | 0.16% | 1047 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 2,599,861 | 615 | 0.02% | 0.11% | 1048 | +2,583,484 | 15775.07% | Q1 2026 | May 15, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 3,196 | 613 | 0.25% | 0.27% | 1049 | +13 | 0.41% | Q1 2026 | May 13, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 3,189 | 611 | 0.3% | 0.35% | 1050 | -331 | -9.4% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 3,171 | 608 | 0.06% | 0.07% | 1051 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NBT BANK N A /NY | History | Added to | 3,166 | 607 | 0.04% | 0.02% | 1052 | +2,109 | 199.53% | Q1 2026 | Apr 28, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 3,156 | 605 | 0.05% | 3.84% | 1053 | -234,631 | -98.67% | Q1 2026 | May 13, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 3,154 | 604 | 0.0% | 0.0% | 1054 | +1,889 | 149.33% | Q1 2026 | May 05, 2026 |
| NOVUS ADVISORS, LLC | History | Reduced | 3,144 | 603 | 1.35% | 1.69% | 1055 | -672 | -17.61% | Q1 2026 | Apr 27, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 3,126 | 602 | 0.03% | 0.05% | 1056 | -2,422 | -43.66% | Q1 2026 | Apr 27, 2026 |
| Smithfield Trust Co | History | Added to | 3,128 | 599 | 0.03% | 0.02% | 1057 | +1,300 | 71.12% | Q1 2026 | May 08, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 3,126 | 599 | 0.02% | 0.02% | 1058 | +391 | 14.3% | Q1 2026 | May 07, 2026 |
| Legacy Advisors, LLC | History | Added to | 3,101 | 594 | 0.07% | 0.06% | 1059 | +416 | 15.49% | Q1 2026 | May 05, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 3,087 | 592 | 0.01% | 0.01% | 1060 | -5 | -0.16% | Q1 2026 | May 01, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | No change | 3,081 | 590 | 0.02% | 0.02% | 1061 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 2,957 | 587 | 0.08% | 0.08% | 1062 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 3,058 | 586 | 0.62% | 0.76% | 1063 | +1,024 | 50.34% | Q1 2026 | May 13, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 3,044 | 583 | 0.01% | 0.01% | 1065 | -325 | -9.65% | Q1 2026 | May 13, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 3,040 | 583 | 0.05% | 0.05% | 1064 | -60 | -1.94% | Q1 2026 | May 01, 2026 |
| Vantage Financial Partners, LLC | History | No change | 2,940 | 583 | 0.12% | 0.12% | 1066 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Key Capital Management, INC | History | Added to | 2,999 | 575 | 0.38% | 0.32% | 1067 | +1,364 | 83.43% | Q1 2026 | May 07, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 2,978 | 571 | 0.36% | 0.39% | 1068 | +84 | 2.9% | Q1 2026 | May 11, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 2,976 | 570 | 0.2% | 0.15% | 1069 | +805 | 37.08% | Q1 2026 | May 13, 2026 |
| Oath Planning, LLC | History | Added to | 2,968 | 569 | 0.51% | 0.58% | 1071 | +6 | 0.2% | Q1 2026 | May 08, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 2,967 | 569 | 0.38% | 0.4% | 1070 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Heritage Family Offices, LLP | History | Added to | 2,936 | 562 | 0.25% | 0.26% | 1072 | +58 | 2.02% | Q1 2026 | Apr 08, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 2,928 | 561 | 0.04% | 0.05% | 1073 | -713 | -19.58% | Q1 2026 | May 15, 2026 |
| Oxinas Partners, LLC | History | Added to | 2,904 | 557 | 0.25% | 0.21% | 1074 | +723 | 33.15% | Q1 2026 | Apr 10, 2026 |
| Exchange Bank | History | Added to | 2,885 | 553 | 0.38% | 0.37% | 1076 | +225 | 8.46% | Q1 2026 | Apr 08, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 2,885 | 553 | 0.52% | 0.55% | 1075 | -68 | -2.3% | Q1 2026 | May 08, 2026 |
| Palatine Hill Wealth Management, LLC | History | No change | 2,881 | 552 | 0.48% | 0.46% | 1077 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 2,862 | 549 | 0.01% | 0.01% | 1078 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SYM FINANCIAL Corp | History | No change | 2,846 | 545 | 0.05% | 0.06% | 1079 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| First Financial Group Corp | History | Added to | 2,838 | 544 | 0.44% | 0.48% | 1080 | +1 | 0.04% | Q1 2026 | Apr 22, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 2,835 | 543 | 0.33% | 0.37% | 1081 | -124 | -4.19% | Q1 2026 | Apr 21, 2026 |
| Elevation Wealth Management LLC | History | Reduced | 2,826 | 542 | 0.5% | 0.65% | 1082 | -592 | -17.32% | Q1 2026 | May 11, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 2,826 | 541 | 0.07% | 0.06% | 1083 | +246 | 9.53% | Q1 2026 | May 14, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 2,819 | 540 | 0.06% | 0.06% | 1085 | -74 | -2.56% | Q1 2026 | May 04, 2026 |
| IPG Investment Advisors LLC | History | No change | 2,819 | 540 | 0.09% | 0.1% | 1084 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | Reduced | 2,815 | 539 | 0.03% | 0.07% | 1086 | -4,751 | -62.79% | Q1 2026 | May 14, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 2,815 | 539 | 0.18% | 0.18% | 1087 | +4 | 0.14% | Q1 2026 | May 08, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 2,803 | 537 | 0.3% | — | 1089 | +2,803 | New | Q1 2026 | Apr 16, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 2,804 | 537 | 0.04% | 0.03% | 1088 | +515 | 22.5% | Q1 2026 | Apr 15, 2026 |
| LongView Wealth Management | History | Added to | 2,639 | 536 | 0.13% | 0.12% | 1090 | +241 | 10.05% | Q1 2026 | Apr 15, 2026 |
| 46 Peaks LLC | History | No change | 2,796 | 536 | 0.39% | 0.41% | 1091 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 2,791 | 535 | 0.05% | 0.05% | 1092 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 2,648 | 532 | 0.23% | 0.26% | 1093 | -241 | -8.34% | Q1 2026 | Apr 15, 2026 |
| GWN SECURITIES INC. | History | Added to | 2,768 | 531 | 0.1% | 0.1% | 1094 | +316 | 12.89% | Q1 2026 | May 14, 2026 |
| BAM Wealth Management, LLC | History | Added to | 2,771 | 531 | 0.4% | 0.39% | 1095 | +78 | 2.9% | Q1 2026 | Apr 17, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 2,747 | 526 | 0.04% | 0.04% | 1096 | -126 | -4.39% | Q1 2026 | May 14, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 2,742 | 525 | 0.13% | 0.13% | 1098 | +128 | 4.9% | Q1 2026 | Apr 17, 2026 |
| JGP Wealth Management, LLC | History | Added to | 2,740 | 525 | 0.05% | 0.05% | 1097 | +101 | 3.83% | Q1 2026 | Apr 08, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 2,721 | 521 | 0.05% | 0.05% | 1100 | -10 | -0.37% | Q1 2026 | Apr 10, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,626 | 521 | 0.02% | 0.02% | 1099 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Added to | 2,713 | 520 | 0.2% | 0.2% | 1101 | +6 | 0.22% | Q1 2026 | Apr 22, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 2,688 | 515 | 0.0% | 0.0% | 1102 | +2,264 | 533.96% | Q1 2026 | May 06, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 2,571 | 514 | 0.07% | 0.06% | 1103 | +390 | 17.88% | Q1 2026 | Apr 20, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 2,679 | 513 | 0.03% | 0.03% | 1104 | +93 | 3.6% | Q1 2026 | May 11, 2026 |
| LS Investment Advisors, LLC | History | Reduced | 2,655 | 509 | 0.08% | 0.08% | 1105 | -80 | -2.93% | Q1 2026 | Apr 20, 2026 |
| Avail Investment Partners, LLC | History | New | 2,651 | 508 | 0.54% | — | 1106 | +2,651 | New | Q1 2026 | May 13, 2026 |
| Atlas Brown,Inc. | History | Reduced | 2,632 | 504 | 0.15% | 0.17% | 1107 | -234 | -8.16% | Q1 2026 | Apr 17, 2026 |
| Crewe Advisors LLC | History | Reduced | 2,632 | 504 | 0.04% | 0.05% | 1108 | -18 | -0.68% | Q1 2026 | May 07, 2026 |
| Citizens National Bank Trust Department | History | No change | 2,606 | 499 | 0.08% | 0.09% | 1109 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Parkwoods Wealth Partners, LLC | History | Reduced | 2,600 | 498 | 0.12% | 0.17% | 1110 | -242 | -8.52% | Q1 2026 | Apr 13, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 2,589 | 496 | 0.01% | 0.01% | 1111 | -32 | -1.22% | Q1 2026 | Apr 15, 2026 |
| Leo Wealth, LLC | History | Added to | 2,582 | 495 | 0.04% | 0.04% | 1112 | +83 | 3.32% | Q1 2026 | May 05, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 2,578 | 494 | 0.03% | 0.02% | 1113 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 2,567 | 492 | 0.08% | 0.09% | 1114 | +5 | 0.2% | Q1 2026 | Apr 29, 2026 |
| Larson Financial Group LLC | History | Added to | 2,565 | 491 | 0.02% | 0.02% | 1115 | +17 | 0.67% | Q1 2026 | May 15, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 2,565 | 491 | 0.01% | 0.01% | 1116 | +1 | 0.04% | Q1 2026 | Apr 16, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 2,542 | 487 | 0.09% | 0.09% | 1117 | +174 | 7.35% | Q1 2026 | Apr 22, 2026 |
| Wedmont Private Capital | History | Reduced | 2,443 | 486 | 0.02% | 0.02% | 1118 | -304 | -11.07% | Q1 2026 | Apr 09, 2026 |
| Box Hill Private Wealth LLC | History | New | 2,531 | 485 | 0.48% | — | 1119 | +2,531 | New | Q1 2026 | Apr 03, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 2,439 | 484 | 0.1% | 0.1% | 1120 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Compass Wealth Management, LLC/GA | History | Reduced | 2,520 | 483 | 0.21% | 0.22% | 1121 | -164 | -6.11% | Q1 2026 | May 15, 2026 |
| Magnus Financial Group LLC | History | Reduced | 2,513 | 482 | 0.04% | 0.1% | 1122 | -4,153 | -62.3% | Q1 2026 | Apr 10, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | No change | 2,510 | 481 | 0.06% | 0.08% | 1123 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 2,505 | 480 | 0.01% | 0.01% | 1125 | +778 | 45.05% | Q1 2026 | Apr 20, 2026 |
| Lansing Street Advisors | History | Added to | 2,503 | 480 | 0.12% | 0.13% | 1127 | +6 | 0.24% | Q1 2026 | Apr 28, 2026 |
| Asset Dedication, LLC | History | No change | 2,421 | 480 | 0.03% | 0.03% | 1124 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Disciplined Investments, LLC | History | No change | 2,503 | 480 | 0.17% | 0.19% | 1126 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Fermata Advisors, LLC | History | Added to | 2,497 | 479 | 0.11% | 0.11% | 1128 | +121 | 5.09% | Q1 2026 | Apr 08, 2026 |
| VIAWEALTH, LLC | History | Reduced | 2,500 | 479 | 0.27% | 0.28% | 1129 | -39 | -1.54% | Q1 2026 | May 11, 2026 |
| Index Technologies Group LLC | History | Added to | 2,488 | 477 | 0.52% | 0.49% | 1130 | +114 | 4.8% | Q1 2026 | Apr 29, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 2,481 | 475 | 0.0% | 0.0% | 1131 | +199 | 8.72% | Q1 2026 | May 14, 2026 |
| Krilogy Financial LLC | History | Reduced | 2,328 | 475 | 0.02% | 0.02% | 1132 | -35 | -1.48% | Q1 2026 | Apr 17, 2026 |
| Leading Edge Financial Planning LLC | History | New | 2,470 | 473 | 0.1% | — | 1134 | +2,470 | New | Q1 2026 | May 12, 2026 |
| Aegis Wealth Management, Inc. | History | Added to | 2,466 | 473 | 0.37% | 0.37% | 1133 | +99 | 4.18% | Q1 2026 | Apr 20, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | New | 2,460 | 472 | 0.03% | — | 1138 | +2,460 | New | Q1 2026 | May 12, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 2,462 | 472 | 0.1% | 0.12% | 1136 | -686 | -21.79% | Q1 2026 | Apr 13, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 2,464 | 472 | 0.03% | 0.03% | 1137 | +152 | 6.57% | Q1 2026 | May 05, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 2,461 | 472 | 0.05% | 0.05% | 1135 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 2,460 | 471 | 0.08% | 0.13% | 1140 | -1,745 | -41.5% | Q1 2026 | Apr 24, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 2,458 | 471 | 0.0% | 0.0% | 1139 | -569 | -18.8% | Q1 2026 | May 14, 2026 |
| Klingman & Associates, LLC | History | Added to | 2,435 | 467 | 0.02% | 0.02% | 1141 | +321 | 15.18% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,422 | 464 | 0.0% | 0.0% | 1142 | +345 | 16.61% | Q1 2026 | May 08, 2026 |
| Key FInancial Inc | History | Reduced | 2,409 | 462 | 0.08% | 0.09% | 1143 | -11 | -0.45% | Q1 2026 | Apr 24, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Reduced | 2,397 | 459 | 0.26% | 0.35% | 1144 | -801 | -25.05% | Q1 2026 | May 15, 2026 |
| Madson Wealth Advisors Inc | History | New | 2,369 | 454 | 0.38% | — | 1147 | +2,369 | New | Q1 2026 | Apr 21, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 2,367 | 454 | 0.23% | 0.24% | 1146 | -25 | -1.05% | Q1 2026 | May 14, 2026 |
| SFMG, LLC | History | Added to | 2,370 | 454 | 0.03% | 0.03% | 1145 | +2 | 0.08% | Q1 2026 | May 12, 2026 |
| Causey Wealth LLC | History | New | 2,364 | 453 | 0.19% | — | 1148 | +2,364 | New | Q1 2026 | May 12, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 2,360 | 452 | 0.38% | 0.44% | 1150 | -224 | -8.67% | Q1 2026 | Apr 22, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 2,356 | 452 | 0.03% | 0.03% | 1149 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tidemark, LLC | History | Added to | 2,352 | 451 | 0.11% | 0.04% | 1151 | +1,598 | 211.94% | Q1 2026 | May 07, 2026 |
| AMG Asset Management Group, Inc. | History | New | 2,350 | 450 | 0.35% | — | 1152 | +2,350 | New | Q1 2026 | Apr 27, 2026 |
| Fortune Financial Advisors, LLC | History | Added to | 2,342 | 449 | 0.23% | 0.31% | 1154 | +1 | 0.04% | Q1 2026 | Apr 30, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 2,251 | 449 | 0.04% | 0.04% | 1153 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SEEDS INVESTOR LLC | History | New | 2,196 | 446 | 0.06% | — | 1157 | +2,196 | New | Q1 2026 | May 11, 2026 |
| Busey Bank | History | Reduced | 2,328 | 446 | 0.01% | 0.01% | 1155 | -123 | -5.02% | Q1 2026 | Apr 28, 2026 |
| PUREfi Wealth, LLC | History | Reduced | 2,329 | 446 | 0.29% | 0.37% | 1156 | -91 | -3.76% | Q1 2026 | Apr 28, 2026 |
| COFG Advisors, LLC | History | Reduced | 2,318 | 444 | 0.11% | 0.12% | 1159 | -173 | -6.95% | Q1 2026 | May 11, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 2,317 | 444 | 0.04% | 0.04% | 1158 | +107 | 4.84% | Q1 2026 | May 12, 2026 |
| TCFG Investment Advisors, LLC | History | New | 2,308 | 443 | 0.17% | — | 1162 | +2,308 | New | Q1 2026 | May 05, 2026 |
| TritonPoint Partners, LLC | History | Reduced | 2,312 | 443 | 0.16% | 0.26% | 1161 | -137 | -5.59% | Q1 2026 | Apr 28, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 2,308 | 443 | 0.17% | 0.18% | 1160 | -40 | -1.7% | Q1 2026 | Apr 23, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 2,306 | 442 | 0.3% | 0.24% | 1165 | +551 | 31.4% | Q1 2026 | Apr 16, 2026 |
| Alpha Financial Partners LLC | History | Added to | 2,308 | 442 | 0.26% | 0.25% | 1164 | +237 | 11.44% | Q1 2026 | May 13, 2026 |
| Madison Asset Management, LLC | History | No change | 2,309 | 442 | 0.01% | 0.01% | 1163 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 2,294 | 440 | 0.02% | 0.02% | 1166 | -41 | -1.76% | Q1 2026 | May 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 2,293 | 439 | 0.15% | 0.16% | 1167 | +4 | 0.17% | Q1 2026 | Apr 23, 2026 |
| BNB Wealth Management, LLC | History | Added to | 2,291 | 439 | 0.28% | 0.29% | 1168 | +1 | 0.04% | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 2,274 | 436 | 0.0% | 0.0% | 1169 | +1,174 | 106.73% | Q1 2026 | May 14, 2026 |
| Darden Wealth Group Inc | History | Reduced | 2,274 | 436 | 0.22% | 0.23% | 1170 | -119 | -4.97% | Q1 2026 | May 08, 2026 |
| Veridan Wealth LLC | History | Added to | 2,276 | 436 | 0.16% | 0.15% | 1171 | +5 | 0.22% | Q1 2026 | May 15, 2026 |
| Ledyard National Bank | History | Reduced | 2,271 | 435 | 0.04% | 0.04% | 1172 | -280 | -10.98% | Q1 2026 | Apr 24, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 2,272 | 435 | 0.03% | 0.04% | 1174 | -41 | -1.77% | Q1 2026 | Apr 22, 2026 |
| CapWealth Advisors, LLC | History | No change | 2,270 | 435 | 0.03% | 0.03% | 1173 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Kaufman Rossin Wealth, LLC | History | No change | 2,271 | 435 | 0.25% | 0.23% | 1175 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| JDM Financial Group LLC | History | No change | 2,234 | 428 | 0.17% | 0.17% | 1176 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Sensible Money, LLC | History | No change | 2,232 | 428 | 0.13% | 0.14% | 1177 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 2,221 | 426 | 0.17% | 0.18% | 1178 | -19 | -0.85% | Q1 2026 | May 01, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 2,205 | 423 | 0.2% | 0.3% | 1179 | -1,241 | -36.01% | Q1 2026 | May 14, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 2,208 | 423 | 0.25% | 0.24% | 1180 | +24 | 1.1% | Q1 2026 | May 14, 2026 |
| GUERRA PAN ADVISORS, LLC | History | No change | 2,203 | 422 | 0.26% | 0.26% | 1181 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Investment Planning Advisors, Inc. | History | Reduced | 2,195 | 421 | 0.12% | 0.13% | 1182 | -114 | -4.94% | Q1 2026 | Apr 23, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 2,191 | 420 | 0.0% | 0.0% | 1183 | +185 | 9.22% | Q1 2026 | May 15, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 2,188 | 419 | 0.03% | 0.03% | 1184 | +1 | 0.05% | Q1 2026 | Apr 16, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 2,181 | 418 | 0.01% | 0.01% | 1185 | -47 | -2.11% | Q1 2026 | May 01, 2026 |
| ASPIRIANT, LLC | History | Reduced | 2,175 | 417 | 0.01% | 0.01% | 1186 | -189 | -7.99% | Q1 2026 | May 12, 2026 |
| Riverbend Wealth Management, LLC | History | Reduced | 2,173 | 416 | 0.24% | 0.27% | 1187 | -34 | -1.54% | Q1 2026 | Apr 22, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 2,147 | 411 | 0.12% | 0.14% | 1188 | -249 | -10.39% | Q1 2026 | Apr 16, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 2,130 | 408 | 0.01% | 0.01% | 1189 | +142 | 7.14% | Q1 2026 | Apr 21, 2026 |
| Forefront Wealth Partners, LLC | History | Reduced | 2,123 | 407 | 0.17% | 0.21% | 1190 | -117 | -5.22% | Q1 2026 | Apr 17, 2026 |
| Advisor OS, LLC | History | New | 2,120 | 406 | 0.03% | — | 1191 | +2,120 | New | Q1 2026 | May 07, 2026 |
| Sequent Planning LLC | History | Reduced | 2,117 | 405 | 0.1% | 0.12% | 1193 | -328 | -13.42% | Q1 2026 | Apr 21, 2026 |
| LVW Advisors, LLC | History | No change | 2,114 | 405 | 0.04% | 0.04% | 1192 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Argentarii, LLC | History | No change | 2,113 | 405 | 0.14% | 0.14% | 1194 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,096 | 404 | 0.06% | 0.07% | 1195 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 2,097 | 402 | 0.09% | 0.09% | 1196 | +195 | 10.25% | Q1 2026 | Apr 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 2,091 | 401 | 0.01% | 0.02% | 1197 | -986 | -32.04% | Q1 2026 | Apr 29, 2026 |
| OneAscent Financial Services LLC | History | Added to | 2,091 | 401 | 0.02% | 0.03% | 1198 | +402 | 23.8% | Q1 2026 | Apr 21, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 2,092 | 401 | 0.26% | 0.28% | 1199 | -44 | -2.06% | Q1 2026 | Apr 10, 2026 |
| Blue Capital, Inc. | History | Added to | 2,089 | 400 | 0.26% | 0.29% | 1200 | +68 | 3.36% | Q1 2026 | Apr 24, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 2,076 | 398 | 0.01% | 0.01% | 1201 | +49 | 2.42% | Q1 2026 | Apr 13, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 2,071 | 397 | 0.03% | 0.04% | 1202 | -53 | -2.5% | Q1 2026 | May 13, 2026 |
| VestGen Investment Management | History | Reduced | 2,069 | 396 | 0.22% | 0.24% | 1203 | -116 | -5.31% | Q1 2026 | May 12, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 2,060 | 395 | 0.06% | 0.05% | 1204 | +193 | 10.34% | Q1 2026 | May 13, 2026 |
| Frankly Finances, LLC | History | No change | 2,062 | 395 | 0.36% | 0.39% | 1205 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 2,048 | 392 | 0.11% | 0.11% | 1206 | +4 | 0.2% | Q1 2026 | May 12, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 1,898 | 390 | 0.48% | 0.52% | 1207 | -44 | -2.27% | Q1 2026 | Apr 29, 2026 |
| Investment Management Trust, LLC | History | New | 2,030 | 389 | 0.38% | — | 1209 | +2,030 | New | Q1 2026 | Apr 24, 2026 |
| Advisory Alpha, LLC | History | Reduced | 2,030 | 389 | 0.01% | 0.01% | 1208 | -69 | -3.29% | Q1 2026 | May 14, 2026 |
| Waterway Wealth Management, LLC | History | No change | 2,011 | 385 | 0.09% | 0.09% | 1210 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Provident Wealth Management, LLC | History | No change | 2,000 | 383 | 0.12% | 0.12% | 1211 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 1,984 | 380 | 0.06% | 0.1% | 1212 | -1,107 | -35.81% | Q1 2026 | May 12, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 1,975 | 378 | 0.07% | 0.07% | 1213 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 1,962 | 376 | 0.02% | 0.02% | 1214 | +99 | 5.31% | Q1 2026 | Apr 27, 2026 |
| OakTrust Wealth Advisors, LLC | History | Added to | 1,961 | 376 | 0.34% | 0.36% | 1216 | +4 | 0.2% | Q1 2026 | Apr 23, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | No change | 1,958 | 376 | 0.27% | 0.27% | 1215 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 1,960 | 375 | 0.04% | 0.04% | 1217 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 1,945 | 373 | 0.12% | 0.1% | 1218 | +315 | 19.33% | Q1 2026 | May 15, 2026 |
| CHANNEL WEALTH LLC | History | Added to | 1,919 | 368 | 0.09% | 0.08% | 1221 | +357 | 22.86% | Q1 2026 | May 11, 2026 |
| Clarity Financial LLC | History | Added to | 1,923 | 368 | 0.04% | 0.03% | 1220 | +190 | 10.96% | Q1 2026 | May 01, 2026 |
| CWS Financial Advisors, LLC | History | No change | 1,920 | 368 | 0.09% | 0.1% | 1219 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Napier Financial, LLC | History | New | 1,916 | 367 | 0.08% | — | 1224 | +1,916 | New | Q1 2026 | May 05, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 1,916 | 367 | 0.04% | 0.03% | 1222 | +383 | 24.98% | Q1 2026 | May 11, 2026 |
| LifeGoal Investments, LLC | History | Added to | 1,905 | 367 | 0.21% | 0.25% | 1223 | +20 | 1.06% | Q1 2026 | Apr 14, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 1,909 | 366 | 0.05% | 0.07% | 1225 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | No change | 1,899 | 364 | 0.11% | 0.1% | 1226 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fulcrum Equity Management | History | No change | 1,890 | 362 | 0.35% | 0.36% | 1227 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 1,887 | 361 | 0.03% | 0.02% | 1228 | +729 | 62.95% | Q1 2026 | May 14, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 1,880 | 360 | 0.1% | 0.1% | 1229 | +2 | 0.11% | Q1 2026 | Apr 15, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 1,872 | 359 | 0.18% | 0.2% | 1230 | +52 | 2.86% | Q1 2026 | May 14, 2026 |
| Payne Capital LLC | History | New | 1,867 | 358 | 0.33% | — | 1231 | +1,867 | New | Q1 2026 | Apr 20, 2026 |
| Apex Wealth Management, LLC | History | Reduced | 1,862 | 357 | 0.24% | 0.4% | 1233 | -76 | -3.92% | Q1 2026 | Apr 15, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 1,863 | 357 | 0.09% | 0.09% | 1232 | -35 | -1.84% | Q1 2026 | May 14, 2026 |
| Colter Lewis Investment Partners LLC | History | No change | 1,857 | 356 | 0.33% | 0.43% | 1234 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Envision Financial Planning, LLC | History | No change | 1,844 | 353 | 0.13% | 0.14% | 1235 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Balefire, LLC | History | New | 1,837 | 352 | 0.07% | — | 1236 | +1,837 | New | Q1 2026 | May 07, 2026 |
| Williams Jones Wealth Management, LLC. | History | New | 1,827 | 350 | 0.0% | — | 1237 | +1,827 | New | Q1 2026 | May 05, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 1,817 | 348 | 0.01% | 0.02% | 1238 | -402 | -18.12% | Q1 2026 | Apr 29, 2026 |
| London & Capital Asset Management Ltd | History | Reduced | 1,815 | 348 | 0.0% | 0.0% | 1239 | -398 | -17.98% | Q1 2026 | May 15, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 1,816 | 348 | 0.1% | 0.1% | 1240 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Kendall Capital Management | History | No change | 1,800 | 345 | 0.07% | 0.07% | 1241 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Quartz Partners, LLC | History | Reduced | 1,796 | 344 | 0.13% | 0.24% | 1242 | -1,439 | -44.48% | Q1 2026 | May 05, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 1,797 | 344 | 0.17% | 0.16% | 1243 | +157 | 9.57% | Q1 2026 | Apr 14, 2026 |
| Timonier Family Office, LTD. | History | No change | 1,733 | 344 | 0.11% | 0.11% | 1244 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Avion Wealth | History | Added to | 1,789 | 343 | 0.07% | 0.07% | 1245 | +5 | 0.28% | Q1 2026 | May 01, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 1,783 | 342 | 0.05% | 0.06% | 1246 | -23 | -1.27% | Q1 2026 | May 07, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 1,782 | 341 | 0.11% | 0.11% | 1247 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 1,778 | 341 | 0.23% | 0.24% | 1248 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SB Capital Management Inc | History | No change | 1,712 | 340 | 0.12% | 0.12% | 1249 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 1,814 | 338 | 0.0% | 0.0% | 1250 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GAMMA Investing LLC | History | Added to | 1,761 | 337 | 0.02% | 0.02% | 1251 | +45 | 2.62% | Q1 2026 | Apr 06, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 1,749 | 335 | 0.04% | 0.04% | 1252 | +47 | 2.76% | Q1 2026 | May 04, 2026 |
| TORONTO DOMINION BANK | History | New | 1,744 | 334 | 0.0% | — | 1255 | +1,744 | New | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,745 | 334 | 0.02% | 0.02% | 1253 | -23 | -1.3% | Q1 2026 | Apr 17, 2026 |
| Diversified Portfolios, Inc. | History | No change | 1,745 | 334 | 0.03% | 0.03% | 1254 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 1,735 | 332 | 0.02% | 0.03% | 1256 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Adelphi Trust Co | History | Reduced | 1,730 | 331 | 0.27% | 0.58% | 1258 | -1,837 | -51.5% | Q1 2026 | Apr 01, 2026 |
| Principle Wealth Partners LLC | History | No change | 1,728 | 331 | 0.02% | 0.02% | 1257 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CPA Asset Management Group, LLC | History | Reduced | 1,721 | 330 | 0.11% | 0.12% | 1259 | -59 | -3.31% | Q1 2026 | May 05, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 1,692 | 324 | 0.58% | 0.47% | 1260 | +459 | 37.23% | Q1 2026 | Apr 14, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 1,684 | 323 | 0.01% | 0.01% | 1261 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 1,681 | 322 | 0.01% | 0.01% | 1262 | +11 | 0.66% | Q1 2026 | Apr 29, 2026 |
| Solstein Capital, LLC | History | Reduced | 1,674 | 321 | 0.13% | 0.14% | 1263 | -28 | -1.65% | Q1 2026 | May 14, 2026 |
| Intrua Financial, LLC | History | Added to | 1,672 | 320 | 0.03% | 0.03% | 1264 | +151 | 9.93% | Q1 2026 | Apr 23, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 1,666 | 319 | 0.08% | 0.1% | 1265 | -55 | -3.2% | Q1 2026 | Apr 16, 2026 |
| Mosaic Advisors LLC | History | New | 1,535 | 318 | 0.48% | — | 1268 | +1,535 | New | Q1 2026 | May 04, 2026 |
| Black Diamond Financial, LLC | History | Added to | 1,658 | 318 | 0.03% | 0.03% | 1267 | +98 | 6.28% | Q1 2026 | May 05, 2026 |
| Fund Evaluation Group, LLC | History | No change | 1,661 | 318 | 0.01% | 0.01% | 1266 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Activest Wealth Management | History | Reduced | 1,657 | 317 | 0.06% | 0.23% | 1269 | -4,455 | -72.89% | Q1 2026 | Apr 15, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 1,652 | 316 | 0.12% | 0.08% | 1270 | +546 | 49.37% | Q1 2026 | May 05, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 1,644 | 315 | 0.05% | 0.05% | 1271 | +1 | 0.06% | Q1 2026 | Apr 21, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 1,636 | 313 | 0.03% | 0.03% | 1272 | -105 | -6.03% | Q1 2026 | May 15, 2026 |
| INVESTED ADVISORS | History | Reduced | 1,635 | 313 | 0.32% | 0.34% | 1273 | -6 | -0.37% | Q1 2026 | Apr 29, 2026 |
| American Wealth Advisors, LLC | History | Added to | 1,632 | 313 | 0.33% | 0.32% | 1274 | +3 | 0.18% | Q1 2026 | Apr 29, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 1,628 | 312 | 0.04% | 0.04% | 1276 | +193 | 13.45% | Q1 2026 | Apr 23, 2026 |
| Cadence Bank | History | No change | 1,571 | 312 | 0.02% | 0.02% | 1275 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SIMA Wealth Partners, LLC | History | New | 1,617 | 310 | 0.24% | — | 1277 | +1,617 | New | Q1 2026 | May 15, 2026 |
| Falcon Wealth Planning | History | Added to | 1,614 | 309 | 0.02% | 0.02% | 1278 | +248 | 18.16% | Q1 2026 | Apr 20, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Reduced | 1,588 | 304 | 0.48% | 0.63% | 1279 | -314 | -16.51% | Q1 2026 | May 04, 2026 |
| Van Diest Capital, LLC | History | Reduced | 1,587 | 304 | 0.24% | 0.51% | 1280 | -145 | -8.37% | Q1 2026 | May 15, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 1,583 | 303 | 0.09% | 0.09% | 1281 | +1 | 0.06% | Q1 2026 | May 06, 2026 |
| Beacon Wealthcare LLC | History | No change | 1,581 | 303 | 0.11% | 0.11% | 1282 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 1,578 | 302 | 0.09% | 0.96% | 1284 | -10,904 | -87.36% | Q1 2026 | May 13, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Reduced | 1,577 | 302 | 0.22% | 0.5% | 1286 | -1,857 | -54.08% | Q1 2026 | May 15, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 1,578 | 302 | 0.09% | 0.14% | 1285 | -678 | -30.05% | Q1 2026 | May 13, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 1,579 | 302 | 0.07% | 0.08% | 1283 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 1,561 | 299 | 0.01% | 0.01% | 1287 | -38 | -2.38% | Q1 2026 | May 06, 2026 |
| NIXON PEABODY TRUST CO | History | Reduced | 1,555 | 298 | 0.02% | 0.03% | 1288 | -314 | -16.8% | Q1 2026 | Apr 27, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 1,554 | 298 | 0.26% | 0.28% | 1289 | -14 | -0.89% | Q1 2026 | May 04, 2026 |
| Destination Wealth Management | History | New | 1,551 | 297 | 0.01% | — | 1293 | +1,551 | New | Q1 2026 | May 15, 2026 |
| Hunter Perkins Capital Management, LLC | History | New | 1,551 | 297 | 0.07% | — | 1294 | +1,551 | New | Q1 2026 | May 12, 2026 |
| Farnam Financial LLC | History | Reduced | 1,549 | 297 | 0.24% | 0.31% | 1292 | -497 | -24.29% | Q1 2026 | Apr 27, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 1,553 | 297 | 0.01% | 0.01% | 1290 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 1,551 | 297 | 0.02% | 0.02% | 1291 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Post Resch Tallon Group Inc. | History | Reduced | 1,533 | 295 | 0.24% | 0.27% | 1295 | -100 | -6.12% | Q1 2026 | Apr 08, 2026 |
| Colonial Trust Advisors | History | No change | 1,535 | 294 | 0.02% | 0.02% | 1296 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Bluesphere Advisors LLC | History | New | 1,529 | 293 | 0.1% | — | 1298 | +1,529 | New | Q1 2026 | Apr 22, 2026 |
| Archford Capital Strategies, LLC | History | No change | 1,532 | 293 | 0.03% | 0.04% | 1297 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Atlatl Advisers LLC | History | Reduced | 1,516 | 290 | 0.22% | 0.32% | 1299 | -2,679 | -63.86% | Q1 2026 | May 07, 2026 |
| Chancellor Financial Group WB LP | History | Added to | 1,515 | 290 | 0.21% | 0.2% | 1300 | +1 | 0.07% | Q1 2026 | May 14, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,507 | 289 | 0.01% | 0.01% | 1301 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 1,500 | 287 | 0.05% | 0.02% | 1302 | +992 | 195.28% | Q1 2026 | May 11, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 1,491 | 286 | 0.01% | — | 1303 | +1,491 | New | Q1 2026 | May 15, 2026 |
| Bangor Savings Bank | History | No change | 1,489 | 285 | 0.02% | 0.02% | 1304 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Permanent Capital Management, LP | History | Reduced | 1,369 | 283 | 0.04% | 0.05% | 1305 | -2 | -0.15% | Q1 2026 | May 14, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 1,472 | 282 | 0.14% | 0.17% | 1307 | +3 | 0.2% | Q1 2026 | May 11, 2026 |
| Creekside Partners | History | No change | 1,473 | 282 | 0.12% | 0.12% | 1306 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 1,461 | 280 | 0.06% | 0.07% | 1309 | -363 | -19.9% | Q1 2026 | Apr 07, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 1,460 | 280 | 0.05% | 0.05% | 1310 | -71 | -4.64% | Q1 2026 | Apr 21, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,462 | 280 | 0.0% | 0.0% | 1308 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Northwest Financial Advisors | History | Added to | 1,457 | 279 | 0.54% | 0.57% | 1312 | +53 | 3.77% | Q1 2026 | Apr 24, 2026 |
| Donor Advised Charitable Giving, Inc. | History | Added to | 1,459 | 279 | 0.01% | 0.01% | 1311 | +4 | 0.27% | Q1 2026 | Apr 20, 2026 |
| GFG Capital, LLC | History | Reduced | 1,449 | 277 | 0.09% | 0.1% | 1313 | -11 | -0.75% | Q1 2026 | Apr 21, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 1,438 | 275 | 0.18% | 0.56% | 1314 | -2,863 | -66.57% | Q1 2026 | May 07, 2026 |
| Indivisible Partners | History | Added to | 1,434 | 275 | 0.02% | 0.03% | 1315 | +118 | 8.97% | Q1 2026 | Apr 30, 2026 |
| Entelevest, LLC | History | Added to | 1,433 | 274 | 0.27% | 0.28% | 1316 | +3 | 0.21% | Q1 2026 | May 04, 2026 |
| HBE Wealth Management, LLC | History | New | 1,424 | 273 | 0.24% | — | 1319 | +1,424 | New | Q1 2026 | Apr 28, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 1,426 | 273 | 0.15% | 0.22% | 1317 | -966 | -40.38% | Q1 2026 | May 04, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 1,428 | 273 | 0.19% | 0.22% | 1318 | +3 | 0.21% | Q1 2026 | Apr 29, 2026 |
| Proactive Wealth Strategies LLC | History | New | 1,416 | 271 | 0.05% | — | 1321 | +1,416 | New | Q1 2026 | Apr 29, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 1,416 | 271 | 0.26% | 0.19% | 1320 | +391 | 38.15% | Q1 2026 | May 06, 2026 |
| BIP Wealth, LLC | History | Added to | 1,403 | 269 | 0.01% | 0.01% | 1322 | +320 | 29.55% | Q1 2026 | Apr 27, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 1,405 | 269 | 0.07% | 0.08% | 1323 | -68 | -4.62% | Q1 2026 | Apr 27, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 1,396 | 267 | 0.06% | 0.06% | 1324 | +1 | 0.07% | Q1 2026 | Apr 17, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 1,390 | 266 | 0.04% | 0.04% | 1325 | +282 | 25.45% | Q1 2026 | May 01, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 1,388 | 266 | 0.07% | 0.07% | 1326 | +36 | 2.66% | Q1 2026 | Apr 27, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 1,382 | 265 | 0.04% | 0.05% | 1327 | -46 | -3.22% | Q1 2026 | Apr 30, 2026 |
| Magnolia Private Wealth, LLC | History | New | 1,380 | 264 | 0.18% | — | 1329 | +1,380 | New | Q1 2026 | Apr 21, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 1,378 | 264 | 0.1% | 0.1% | 1328 | +3 | 0.22% | Q1 2026 | Apr 23, 2026 |
| Members Trust Co | History | Reduced | 1,375 | 263 | 0.01% | 0.01% | 1330 | -3 | -0.22% | Q1 2026 | May 04, 2026 |
| Stark Wealth Management LLC | History | No change | 1,328 | 263 | 0.99% | 0.99% | 1331 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MBA Advisors LLC | History | Reduced | 1,369 | 262 | 0.1% | 0.11% | 1333 | -4 | -0.29% | Q1 2026 | Apr 20, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 1,366 | 262 | 0.03% | 0.04% | 1334 | +4 | 0.29% | Q1 2026 | May 12, 2026 |
| Roble, Belko & Company, Inc | History | No change | 1,367 | 262 | 0.03% | 0.04% | 1332 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Providence Financial Advisors, LLC | History | No change | 1,355 | 259 | 0.15% | 0.27% | 1335 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | New | 1,346 | 258 | 0.02% | — | 1339 | +1,346 | New | Q1 2026 | Apr 22, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 1,346 | 258 | 0.02% | 0.02% | 1336 | -525 | -28.06% | Q1 2026 | May 05, 2026 |
| Garde Capital, Inc. | History | Added to | 1,349 | 258 | 0.02% | 0.01% | 1337 | +119 | 9.67% | Q1 2026 | Apr 28, 2026 |
| Longview Financial Advisors LLC | History | No change | 1,347 | 258 | 0.14% | 0.15% | 1338 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 1,337 | 256 | 0.02% | 0.02% | 1340 | -83 | -5.85% | Q1 2026 | May 12, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 1,332 | 255 | 0.02% | 0.03% | 1342 | -28 | -2.06% | Q1 2026 | May 14, 2026 |
| Veracity Capital LLC | History | Reduced | 1,330 | 255 | 0.09% | 0.08% | 1341 | -1 | -0.08% | Q1 2026 | Apr 09, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 1,327 | 254 | 0.03% | 0.03% | 1343 | -53 | -3.84% | Q1 2026 | May 06, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 1,319 | 252 | 0.03% | 0.03% | 1345 | -381 | -22.41% | Q1 2026 | Apr 30, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 1,223 | 252 | 0.01% | 0.01% | 1344 | -73 | -5.63% | Q1 2026 | Apr 24, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 1,342 | 250 | 0.01% | 0.02% | 1346 | -313 | -18.91% | Q1 2026 | May 14, 2026 |
| Vanguard National Trust Co | History | New | 1,301 | 249 | 0.02% | — | 1350 | +1,301 | New | Q1 2026 | May 08, 2026 |
| Corundum Group, Inc. | History | Reduced | 1,300 | 249 | 0.08% | 0.13% | 1347 | -694 | -34.8% | Q1 2026 | Apr 20, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 1,300 | 249 | 0.07% | 0.08% | 1348 | -395 | -23.3% | Q1 2026 | Apr 28, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | No change | 1,301 | 249 | 0.05% | 0.05% | 1349 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 1,298 | 248 | 0.1% | 0.12% | 1352 | -246 | -15.93% | Q1 2026 | May 04, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,294 | 248 | 0.05% | 0.06% | 1351 | -63 | -4.64% | Q1 2026 | May 15, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 1,290 | 247 | 0.01% | 0.01% | 1353 | -15 | -1.15% | Q1 2026 | May 11, 2026 |
| CVFG LLC | History | Reduced | 1,284 | 246 | 0.03% | 0.18% | 1355 | -27 | -2.06% | Q1 2026 | Apr 29, 2026 |
| Sanchez Wealth Management Group | History | No change | 1,285 | 246 | 0.05% | 0.05% | 1354 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Ethic Inc. | History | No change | 1,281 | 245 | 0.0% | 0.0% | 1356 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Opes Wealth Management LLC | History | No change | 1,277 | 244 | 0.04% | 0.04% | 1357 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 1,272 | 243 | 0.01% | 0.01% | 1359 | -30 | -2.3% | Q1 2026 | May 07, 2026 |
| Ironvine Capital Partners, LLC | History | Reduced | 1,269 | 243 | 0.03% | 0.03% | 1358 | -17 | -1.32% | Q1 2026 | May 15, 2026 |
| Headlands Technologies LLC | History | New | 1,266 | 242 | 0.03% | — | 1363 | +1,266 | New | Q1 2026 | May 13, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 1,263 | 242 | 0.05% | 0.05% | 1360 | +42 | 3.44% | Q1 2026 | May 14, 2026 |
| Verum Partners LLC | History | Added to | 1,264 | 242 | 0.05% | 0.05% | 1361 | +2 | 0.16% | Q1 2026 | Apr 15, 2026 |
| Cove Private Wealth, LLC | History | No change | 1,265 | 242 | 0.05% | 0.07% | 1362 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,256 | 240 | 0.01% | 0.01% | 1364 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| apricus wealth, LLC | History | No change | 1,254 | 240 | 0.12% | 0.13% | 1365 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 1,238 | 237 | 0.02% | 0.03% | 1367 | -1,347 | -52.11% | Q1 2026 | May 14, 2026 |
| Aspiring Ventures, LLC | History | New | 1,240 | 237 | 0.07% | — | 1371 | +1,240 | New | Q1 2026 | May 05, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 1,191 | 237 | 0.03% | 0.03% | 1369 | -129 | -9.77% | Q1 2026 | Apr 22, 2026 |
| Maple Capital Management, Inc. | History | Reduced | 1,237 | 237 | 0.02% | 0.02% | 1368 | -58 | -4.48% | Q1 2026 | May 08, 2026 |
| LEUTHOLD GROUP, LLC | History | No change | 1,239 | 237 | 0.03% | 0.03% | 1366 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| M3 Advisory Group, LLC | History | No change | 1,236 | 237 | 0.15% | 0.15% | 1370 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SHP Wealth Management | History | Reduced | 1,231 | 236 | 0.02% | 0.02% | 1373 | -17 | -1.36% | Q1 2026 | May 08, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 1,232 | 236 | 0.01% | 0.01% | 1372 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CAMDEN NATIONAL BANK | History | Reduced | 1,230 | 235 | 0.03% | 0.04% | 1374 | -74 | -5.67% | Q1 2026 | May 04, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 1,230 | 235 | 0.08% | 0.08% | 1375 | -3 | -0.24% | Q1 2026 | May 06, 2026 |
| CENTRAL TRUST Co | History | Reduced | 1,220 | 234 | 0.0% | 0.0% | 1376 | -30 | -2.4% | Q1 2026 | Apr 17, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,223 | 234 | 0.03% | 0.03% | 1377 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Essex Bank | History | No change | 1,222 | 234 | 0.05% | 0.05% | 1378 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 1,217 | 233 | 0.14% | 1.14% | 1379 | -8,943 | -88.02% | Q1 2026 | Apr 07, 2026 |
| AA Financial Advisors, LLC | History | New | 1,213 | 232 | 0.03% | — | 1381 | +1,213 | New | Q1 2026 | Apr 20, 2026 |
| Centennial Advisors, LLC | History | Reduced | 1,210 | 232 | 0.3% | 0.34% | 1380 | -92 | -7.07% | Q1 2026 | Apr 21, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 1,201 | 230 | 0.03% | 0.03% | 1383 | +109 | 9.98% | Q1 2026 | May 08, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 1,200 | 230 | 0.03% | 0.03% | 1382 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Axim Planning & Wealth | History | Added to | 1,196 | 229 | 0.28% | 0.24% | 1385 | +46 | 4.0% | Q1 2026 | May 14, 2026 |
| Idaho Trust Co | History | No change | 1,195 | 229 | 0.07% | 0.08% | 1384 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Planning Project LLC | History | No change | 1,155 | 229 | 0.06% | 0.06% | 1386 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,190 | 228 | 0.05% | 0.05% | 1387 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| TFO Wealth Partners, LLC | History | No change | 1,188 | 227 | 0.03% | 0.04% | 1388 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | New | 1,180 | 226 | 0.03% | — | 1389 | +1,180 | New | Q1 2026 | Apr 14, 2026 |
| Able Wealth Management LLC | History | Added to | 1,174 | 225 | 0.06% | 0.07% | 1394 | +124 | 11.81% | Q1 2026 | Apr 24, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 1,176 | 225 | 0.02% | 0.02% | 1390 | -7 | -0.59% | Q1 2026 | Apr 13, 2026 |
| Center For Asset Management LLC | History | Added to | 1,176 | 225 | 0.11% | 0.12% | 1391 | +3 | 0.26% | Q1 2026 | Apr 16, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,178 | 225 | 0.02% | 0.03% | 1392 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Core Wealth Management, Inc. | History | No change | 1,177 | 225 | 0.07% | 0.07% | 1393 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| May Hill Capital, LLC | History | No change | 1,166 | 223 | 0.06% | 0.06% | 1395 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 1,162 | 222 | 0.05% | 0.06% | 1397 | -93 | -7.41% | Q1 2026 | Apr 10, 2026 |
| CX Institutional | History | Added to | 1,157 | 222 | 0.01% | 0.01% | 1396 | +2 | 0.17% | Q1 2026 | Apr 06, 2026 |
| Horizon Wealth Management, LLC | History | Reduced | 1,151 | 220 | 0.03% | 0.22% | 1399 | -6,074 | -84.07% | Q1 2026 | Apr 24, 2026 |
| Capital Advisor Network LLC | History | New | 1,150 | 220 | 0.26% | — | 1400 | +1,150 | New | Q1 2026 | May 13, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 1,149 | 220 | 0.0% | 0.0% | 1398 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 1,144 | 219 | 0.05% | 0.02% | 1403 | +600 | 110.29% | Q1 2026 | Apr 30, 2026 |
| Hemenway Trust Co LLC | History | Reduced | 1,145 | 219 | 0.02% | 0.02% | 1401 | -5 | -0.43% | Q1 2026 | May 07, 2026 |
| Wealthquest Corp | History | No change | 1,106 | 219 | 0.02% | 0.02% | 1402 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ariadne Wealth Management, LP | History | No change | 1,138 | 218 | 0.1% | 0.09% | 1404 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Team Financial Group, LLC | History | Added to | 1,133 | 217 | 0.1% | 0.09% | 1405 | +98 | 9.47% | Q1 2026 | May 01, 2026 |
| Torrey-Payne Wealth Management, LLC | History | No change | 1,127 | 216 | 0.2% | 0.21% | 1406 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 1,126 | 215 | 0.03% | — | 1407 | +1,126 | New | Q1 2026 | May 13, 2026 |
| Opal Wealth Advisors, LLC | History | New | 1,112 | 213 | 0.05% | — | 1410 | +1,112 | New | Q1 2026 | Apr 14, 2026 |
| ArborFi Advisors, LLC | History | Reduced | 1,115 | 213 | 0.17% | 0.19% | 1409 | -71 | -5.99% | Q1 2026 | Apr 29, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 1,112 | 213 | 0.0% | 0.0% | 1408 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ProVise Management Group, LLC | History | Added to | 1,109 | 212 | 0.02% | 0.02% | 1411 | +40 | 3.74% | Q1 2026 | May 06, 2026 |
| SYON CAPITAL LLC | History | New | 1,098 | 210 | 0.01% | — | 1414 | +1,098 | New | Q1 2026 | May 13, 2026 |
| IFC Advisors LLC | History | Reduced | 1,100 | 210 | 0.03% | 0.04% | 1413 | -350 | -24.14% | Q1 2026 | May 04, 2026 |
| Marex Group plc | History | No change | 1,100 | 210 | 0.0% | 0.0% | 1412 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Elevate Capital Advisors, LLC | History | Reduced | 1,090 | 209 | 0.14% | 2.26% | 1415 | -16,127 | -93.67% | Q1 2026 | Apr 23, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | No change | 1,092 | 209 | 0.09% | 0.09% | 1416 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Bawa N Mallick Trust | History | No change | 1,090 | 209 | 0.09% | 0.08% | 1417 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clare Market Investments LLC | History | New | 1,079 | 206 | 0.04% | — | 1420 | +1,079 | New | Q1 2026 | Apr 29, 2026 |
| CERTUITY, LLC | History | Reduced | 1,074 | 206 | 0.01% | 0.02% | 1418 | -496 | -31.59% | Q1 2026 | May 11, 2026 |
| Rubicon Advisors, GP | History | Added to | 1,076 | 206 | 0.18% | 0.2% | 1419 | +2 | 0.19% | Q1 2026 | May 14, 2026 |
| Evergreen Wealth Partners LLC | History | Added to | 1,065 | 204 | 0.16% | 0.18% | 1421 | +3 | 0.28% | Q1 2026 | May 08, 2026 |
| Gradient Investments LLC | History | Reduced | 1,061 | 203 | 0.0% | 0.01% | 1423 | -892 | -45.67% | Q1 2026 | Apr 13, 2026 |
| FSA Advisors, Inc. | History | Reduced | 1,061 | 203 | 0.13% | 0.16% | 1424 | -112 | -9.55% | Q1 2026 | May 06, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | No change | 1,063 | 203 | 0.12% | 0.14% | 1422 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lexington Hill Partners, LLC | History | Reduced | 1,056 | 202 | 0.11% | 0.24% | 1425 | -540 | -33.83% | Q1 2026 | Apr 16, 2026 |
| Pacific Asset Management, LLC | History | Added to | 1,048 | 201 | 0.11% | 0.12% | 1427 | +2 | 0.19% | Q1 2026 | May 01, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 1,052 | 201 | 0.09% | 0.07% | 1426 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Astra Wealth Partners LLC | History | No change | 1,049 | 201 | 0.12% | 0.12% | 1428 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PROTECTIVE LIFE CORP | History | New | 1,044 | 200 | 0.66% | — | 1430 | +1,044 | New | Q1 2026 | May 13, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 1,045 | 200 | 0.01% | 0.01% | 1429 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 1,016 | 194 | 0.17% | 0.17% | 1431 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Princeton Global Asset Management LLC | History | No change | 1,013 | 194 | 0.03% | 0.03% | 1432 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 1,001 | 192 | 0.01% | 0.01% | 1433 | +26 | 2.67% | Q1 2026 | Apr 17, 2026 |
| Orion Capital Management LLC | History | Added to | 1,003 | 192 | 0.07% | 0.07% | 1434 | +6 | 0.6% | Q1 2026 | May 14, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 1,000 | 191 | 0.19% | 0.19% | 1435 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Milestone Investment Advisors LLC | History | No change | 1,000 | 191 | 0.05% | 0.05% | 1436 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CVA Family Office, LLC | History | Added to | 994 | 190 | 0.02% | 0.01% | 1437 | +768 | 339.82% | Q1 2026 | Apr 29, 2026 |
| EPG Wealth Management LLC | History | No change | 971 | 186 | 0.05% | 0.05% | 1438 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MOTCO | History | No change | 960 | 184 | 0.02% | 0.02% | 1439 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 957 | 183 | 0.16% | 0.11% | 1440 | +314 | 48.83% | Q1 2026 | May 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 958 | 182 | 0.06% | 0.06% | 1441 | +1 | 0.1% | Q1 2026 | May 14, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 950 | 182 | 0.02% | 0.02% | 1442 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HOWE & RUSLING INC | History | Added to | 948 | 181 | 0.01% | 0.01% | 1443 | +47 | 5.22% | Q1 2026 | Apr 28, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 924 | 177 | 0.08% | 0.07% | 1444 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 906 | 173 | 0.07% | 0.07% | 1445 | -3 | -0.33% | Q1 2026 | May 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 893 | 171 | 0.0% | 0.0% | 1446 | -12 | -1.33% | Q1 2026 | May 01, 2026 |
| NBC SECURITIES, INC. | History | Added to | 885 | 169 | 0.01% | 0.01% | 1447 | +306 | 52.85% | Q1 2026 | Apr 14, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 880 | 168 | 0.06% | 0.06% | 1448 | +100 | 12.82% | Q1 2026 | Apr 23, 2026 |
| CURIO WEALTH, LLC | History | No change | 876 | 168 | 0.06% | 0.06% | 1449 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 870 | 166 | 0.03% | 0.03% | 1450 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Clark Wealth Partners | History | Reduced | 852 | 163 | 0.11% | 0.11% | 1451 | -49 | -5.44% | Q1 2026 | May 11, 2026 |
| Purpose Unlimited Inc. | History | New | 847 | 162 | 0.01% | — | 1452 | +847 | New | Q1 2026 | May 15, 2026 |
| CNB Bank | History | No change | 843 | 161 | 0.07% | 0.07% | 1453 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| United Community Bank | History | No change | 837 | 160 | 0.05% | 0.06% | 1454 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HM PAYSON & CO | History | Reduced | 828 | 158 | 0.0% | 0.0% | 1455 | -72 | -8.0% | Q1 2026 | Apr 13, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 813 | 155 | 0.12% | — | 1457 | +813 | New | Q1 2026 | Apr 16, 2026 |
| Clearstead Trust, LLC | History | Reduced | 811 | 155 | 0.03% | 0.03% | 1456 | -60 | -6.89% | Q1 2026 | May 06, 2026 |
| Caldwell Trust Co | History | No change | 805 | 154 | 0.01% | 0.01% | 1458 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Acropolis Investment Management, LLC | History | New | 800 | 153 | 0.01% | — | 1459 | +800 | New | Q1 2026 | Apr 09, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 787 | 150 | 0.01% | 0.01% | 1460 | +443 | 128.78% | Q1 2026 | Apr 09, 2026 |
| MidFirst Bank | History | Reduced | 756 | 145 | 0.01% | 0.01% | 1461 | -145 | -16.09% | Q1 2026 | May 15, 2026 |
| Operose Advisors LLC | History | Added to | 751 | 144 | 0.03% | 0.03% | 1462 | +87 | 13.1% | Q1 2026 | May 12, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 745 | 142 | 0.04% | 0.04% | 1463 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Hickory Point Bank & Trust | History | New | 737 | 141 | 0.09% | — | 1465 | +737 | New | Q1 2026 | Apr 03, 2026 |
| Wellington Grp LLC | History | Added to | 738 | 141 | 0.04% | 0.02% | 1464 | +439 | 146.82% | Q1 2026 | May 22, 2026 |
| Miller Capital Partners, Inc. | History | Added to | 708 | 135 | 0.06% | 0.07% | 1466 | +16 | 2.31% | Q1 2026 | May 14, 2026 |
| Capital Investment Counsel, Inc | History | No change | 679 | 130 | 0.02% | 0.02% | 1467 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 671 | 128 | 0.01% | 0.01% | 1468 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| BFSG, LLC | History | No change | 663 | 127 | 0.01% | 0.01% | 1469 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 653 | 125 | 0.04% | 0.04% | 1470 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 637 | 122 | 0.04% | 0.03% | 1471 | +79 | 14.16% | Q1 2026 | May 05, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 635 | 121 | 0.0% | 0.0% | 1472 | -16 | -2.46% | Q1 2026 | May 14, 2026 |
| Navigoe, LLC | History | No change | 634 | 121 | 0.07% | 0.08% | 1473 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 619 | 118 | 0.1% | 0.13% | 1474 | -132 | -17.58% | Q1 2026 | May 06, 2026 |
| Banque Transatlantique SA | History | New | 615 | 117 | 0.0% | — | 1475 | +615 | New | Q1 2026 | May 13, 2026 |
| Strategic Investment Advisors / MI | History | New | 596 | 114 | 0.01% | — | 1478 | +596 | New | Q1 2026 | May 18, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 598 | 114 | 0.0% | 0.0% | 1476 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 578 | 114 | 0.03% | 0.03% | 1477 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| UNION SAVINGS BANK | History | No change | 583 | 111 | 0.05% | 0.05% | 1479 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BAYBAN | History | Added to | 570 | 109 | 0.09% | 0.01% | 1483 | +500 | 714.29% | Q1 2026 | Apr 24, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 573 | 109 | 0.09% | 0.1% | 1480 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SJS Investment Consulting Inc. | History | No change | 571 | 109 | 0.01% | 0.01% | 1481 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Colonial Trust Co / SC | History | No change | 570 | 109 | 0.01% | 0.02% | 1482 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BOKF, NA | History | Reduced | 565 | 108 | 0.0% | 0.0% | 1484 | -211 | -27.19% | Q1 2026 | May 08, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 568 | 108 | 0.07% | 0.07% | 1485 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 545 | 104 | 0.02% | — | 1486 | +545 | New | Q1 2026 | May 06, 2026 |
| Walsh & Associates, LLC | History | Added to | 540 | 103 | 0.1% | 0.1% | 1490 | +40 | 8.0% | Q1 2026 | May 15, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 541 | 103 | 0.01% | 0.01% | 1487 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 541 | 103 | 0.01% | 0.01% | 1488 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arlington Trust Co LLC | History | No change | 541 | 103 | 0.01% | 0.01% | 1489 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 534 | 102 | 0.05% | 0.05% | 1492 | +1 | 0.19% | Q1 2026 | May 15, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 515 | 102 | 0.01% | 0.01% | 1491 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 514 | 98 | 0.05% | 0.06% | 1493 | -107 | -17.23% | Q1 2026 | May 01, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 500 | 95 | 0.05% | — | 1496 | +500 | New | Q1 2026 | May 12, 2026 |
| JNBA Financial Advisors | History | Reduced | 499 | 95 | 0.01% | 0.01% | 1494 | -78 | -13.52% | Q1 2026 | Apr 22, 2026 |
| Realta Investment Advisors | History | No change | 500 | 95 | 0.03% | 0.03% | 1495 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Signature Equity Partners, LLC | History | Added to | 490 | 94 | 0.05% | 0.05% | 1497 | +55 | 12.64% | Q1 2026 | May 13, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 482 | 92 | 0.02% | 0.02% | 1498 | +1 | 0.21% | Q1 2026 | Apr 28, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 467 | 89 | 0.01% | — | 1502 | +467 | New | Q1 2026 | May 11, 2026 |
| REAP Financial Group, LLC | History | Added to | 468 | 89 | 0.02% | 0.02% | 1501 | +22 | 4.93% | Q1 2026 | May 11, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 450 | 89 | 0.01% | 0.01% | 1499 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Park Place Capital Corp | History | No change | 464 | 89 | 0.02% | 0.02% | 1500 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| American Capital Advisory, LLC | History | No change | 450 | 86 | 0.03% | 0.04% | 1503 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ENTRUST FINANCIAL LLC | History | Reduced | 447 | 85 | 0.06% | 0.96% | 1504 | -6,048 | -93.12% | Q1 2026 | May 12, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 434 | 83 | 0.01% | 0.01% | 1505 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SITTNER & NELSON, LLC | History | No change | 431 | 82 | 0.03% | 0.03% | 1506 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WEBSTER BANK, N. A. | History | New | 425 | 81 | 0.01% | — | 1507 | +425 | New | Q1 2026 | Apr 17, 2026 |
| Quantbot Technologies LP | History | New | 407 | 78 | 0.0% | — | 1508 | +407 | New | Q1 2026 | May 13, 2026 |
| Abound Wealth Management | History | Added to | 398 | 76 | 0.02% | 0.02% | 1510 | +18 | 4.74% | Q1 2026 | Apr 10, 2026 |
| CITY HOLDING CO | History | No change | 400 | 76 | 0.01% | 0.01% | 1509 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 400 | 76 | 0.0% | 0.0% | 1511 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 398 | 76 | 0.07% | 0.08% | 1512 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NFSG Corp | History | Added to | 377 | 72 | 0.01% | 0.01% | 1513 | +1 | 0.27% | Q1 2026 | May 05, 2026 |
| Richardson Capital Management LLC | History | Added to | 364 | 69 | 0.03% | 0.04% | 1514 | +1 | 0.28% | Q1 2026 | May 12, 2026 |
| Dunhill Financial, LLC | History | No change | 362 | 69 | 0.02% | 0.02% | 1515 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 357 | 68 | 0.03% | 0.04% | 1516 | -100 | -21.88% | Q1 2026 | Apr 17, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 346 | 66 | 0.01% | 0.01% | 1517 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Security National Bank | History | Added to | 330 | 63 | 0.01% | 0.0% | 1519 | +262 | 385.29% | Q1 2026 | Apr 16, 2026 |
| Networth Advisors, LLC | History | Reduced | 330 | 63 | 0.04% | 0.06% | 1520 | -102 | -23.61% | Q1 2026 | Apr 22, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 333 | 63 | 0.01% | 0.01% | 1518 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| RHL GROUP, LLC | History | Added to | 313 | 59 | 0.05% | 0.05% | 1521 | +1 | 0.32% | Q1 2026 | May 13, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 284 | 58 | 0.03% | 0.03% | 1522 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Windsor Advisory Group, LLC | History | New | 302 | 57 | 0.05% | — | 1526 | +302 | New | Q1 2026 | May 15, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | New | 300 | 57 | 0.03% | — | 1525 | +300 | New | Q1 2026 | Apr 20, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 300 | 57 | 0.03% | 0.03% | 1523 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 287 | 57 | 0.02% | 0.02% | 1524 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Millstone Evans Group, LLC | History | No change | 296 | 56 | 0.03% | 0.03% | 1527 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 296 | 56 | 0.04% | 0.04% | 1528 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 282 | 54 | 0.03% | 0.02% | 1529 | +1 | 0.36% | Q1 2026 | Apr 24, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 270 | 51 | 0.01% | 0.01% | 1530 | -3 | -1.1% | Q1 2026 | Apr 08, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 255 | 49 | 0.02% | 0.02% | 1531 | +5 | 2.0% | Q1 2026 | May 01, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 257 | 49 | 0.03% | 0.03% | 1532 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 253 | 48 | 0.0% | 0.0% | 1534 | -121 | -32.35% | Q1 2026 | May 07, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 253 | 48 | 0.01% | 0.02% | 1533 | -57 | -18.39% | Q1 2026 | May 11, 2026 |
| Costello Asset Management, INC | History | No change | 251 | 48 | 0.02% | 0.02% | 1535 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 252 | 47 | 0.0% | — | 1537 | +252 | New | Q1 2026 | May 12, 2026 |
| Cheviot Value Management, LLC | History | No change | 249 | 47 | 0.0% | 0.0% | 1536 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Morse Asset Management, Inc | History | No change | 241 | 46 | 0.01% | 0.01% | 1538 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BankPlus Trust Department | History | No change | 244 | 46 | 0.01% | 0.01% | 1539 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 238 | 45 | 0.02% | 0.02% | 1540 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 234 | 44 | 0.01% | — | 1542 | +234 | New | Q1 2026 | May 13, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 230 | 44 | 0.0% | 0.0% | 1541 | +26 | 12.75% | Q1 2026 | Apr 13, 2026 |
| Nemes Rush Group LLC | History | No change | 227 | 43 | 0.0% | 0.0% | 1543 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MGB Wealth Management, LLC | History | No change | 221 | 43 | 0.01% | 0.01% | 1544 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| North Ridge Wealth Advisors, Inc. | History | New | 223 | 42 | 0.02% | — | 1545 | +223 | New | Q1 2026 | May 14, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 218 | 41 | 0.0% | 0.0% | 1546 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| GGM Financial LLC | History | No change | 211 | 40 | 0.02% | 0.02% | 1547 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ransom Advisory, Ltd | History | No change | 197 | 39 | 0.02% | 0.02% | 1548 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| CoreFirst Bank & Trust | History | No change | 182 | 36 | 0.02% | 0.02% | 1549 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Parkside Financial Bank & Trust | History | No change | 187 | 35 | 0.0% | 0.0% | 1550 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Indiana Trust & Investment Management Co | History | Added to | 176 | 33 | 0.01% | 0.0% | 1551 | +165 | 1500.0% | Q1 2026 | Apr 28, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 175 | 33 | 0.0% | 0.0% | 1552 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 169 | 32 | 0.01% | 0.01% | 1553 | +15 | 9.74% | Q1 2026 | May 04, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 168 | 32 | 0.02% | 0.02% | 1554 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GODSEY & GIBB, INC | History | Added to | 163 | 31 | 0.0% | 0.0% | 1556 | +67 | 69.79% | Q1 2026 | Apr 20, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 166 | 31 | 0.01% | 0.01% | 1555 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Centennial Bank/AR/ | History | No change | 162 | 31 | 0.01% | 0.01% | 1557 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 163 | 31 | 0.03% | 0.02% | 1558 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Roxbury Financial LLC | History | No change | 157 | 30 | 0.03% | 0.03% | 1559 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Copia Wealth Management | History | No change | 160 | 30 | 0.02% | 0.02% | 1560 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 155 | 29 | 0.0% | 0.0% | 1562 | +13 | 9.15% | Q1 2026 | May 15, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 154 | 29 | 0.01% | 0.01% | 1561 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ares Financial Consulting, LLC | History | No change | 151 | 29 | 0.02% | 0.03% | 1563 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Cornerstone Financial Management LLC | History | No change | 151 | 28 | 0.03% | 0.03% | 1564 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Financial Life Planners | History | New | 144 | 27 | 0.02% | — | 1566 | +144 | New | Q1 2026 | Apr 24, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 143 | 27 | 0.0% | — | 1565 | +143 | New | Q1 2026 | Apr 21, 2026 |
| Hurley Capital, LLC | History | Reduced | 139 | 26 | 0.01% | 0.02% | 1568 | -37 | -21.02% | Q1 2026 | May 06, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 134 | 26 | 0.0% | 0.0% | 1567 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GW&K Investment Management, LLC | History | No change | 128 | 25 | 0.0% | 0.0% | 1569 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sawyer & Company, Inc | History | No change | 128 | 24 | 0.01% | 0.01% | 1570 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PETERSON WEALTH MANAGEMENT | History | New | 122 | 23 | 0.01% | — | 1574 | +122 | New | Q1 2026 | May 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 122 | 23 | 0.01% | 0.01% | 1573 | +1 | 0.83% | Q1 2026 | Apr 09, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 123 | 23 | 0.02% | 0.02% | 1571 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Field & Main Bank | History | No change | 123 | 23 | 0.01% | 0.01% | 1572 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Synergy Investment Management, LLC | History | New | 115 | 22 | 0.01% | — | 1577 | +115 | New | Q1 2026 | May 14, 2026 |
| Decker Retirement Planning Inc. | History | Reduced | 116 | 22 | 0.01% | 0.02% | 1576 | -48 | -29.27% | Q1 2026 | Apr 20, 2026 |
| DecisionPoint Financial, LLC | History | No change | 118 | 22 | 0.0% | 0.01% | 1575 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FIRST HORIZON CORP | History | Reduced | 110 | 21 | 0.0% | 0.0% | 1578 | -82 | -42.71% | Q1 2026 | Apr 30, 2026 |
| City State Bank | History | No change | 114 | 21 | 0.01% | 0.01% | 1579 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Ankerstar Wealth, LLC | History | No change | 111 | 21 | 0.02% | 0.02% | 1580 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MRP Capital Investments, LLC | History | New | 109 | 20 | 0.02% | — | 1582 | +109 | New | Q1 2026 | May 14, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 106 | 20 | 0.01% | 0.01% | 1581 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NorthAvenue LLC | History | Added to | 104 | 19 | 0.02% | 0.02% | 1583 | +1 | 0.97% | Q1 2026 | Apr 15, 2026 |
| PlanVest Financial, Inc | History | New | 95 | 18 | 0.01% | — | 1585 | +95 | New | Q1 2026 | May 14, 2026 |
| Valued Wealth Advisors LLC | History | No change | 97 | 18 | 0.01% | 0.01% | 1584 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Advocate Investing Services LLC | History | Reduced | 93 | 17 | 0.01% | 0.02% | 1588 | -31 | -25.0% | Q1 2026 | Apr 22, 2026 |
| Financial Management Professionals, Inc. | History | No change | 89 | 17 | 0.0% | 0.0% | 1586 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| LRI Investments, LLC | History | No change | 92 | 17 | 0.0% | 0.0% | 1587 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Magnolia Wealth Management, LLC | History | New | 84 | 16 | 0.01% | — | 1589 | +84 | New | Q1 2026 | May 06, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 80 | 15 | 0.01% | — | 1592 | +80 | New | Q1 2026 | May 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 82 | 15 | 0.0% | 0.0% | 1590 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| WHITTIER TRUST CO | History | No change | 82 | 15 | 0.0% | 0.0% | 1591 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Basepoint Wealth LLC | History | New | 74 | 14 | 0.01% | — | 1596 | +74 | New | Q1 2026 | May 07, 2026 |
| MTM Investment Management, LLC | History | Reduced | 75 | 14 | 0.0% | 0.01% | 1593 | -25 | -25.0% | Q1 2026 | May 06, 2026 |
| Bank of Jackson Hole Trust | History | No change | 75 | 14 | 0.01% | 0.01% | 1594 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Holos Integrated Wealth LLC | History | No change | 77 | 14 | 0.01% | 0.01% | 1595 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| POM Investment Strategies, LLC | History | New | 70 | 13 | 0.02% | — | 1599 | +70 | New | Q1 2026 | May 11, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 70 | 13 | 0.01% | 0.01% | 1598 | -29 | -29.29% | Q1 2026 | Apr 20, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 72 | 13 | 0.0% | 0.0% | 1597 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ROGCO, LP | History | No change | 66 | 12 | 0.0% | 0.0% | 1600 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TopTier Wealth Management, LLC | History | New | 60 | 11 | 0.01% | — | 1605 | +60 | New | Q1 2026 | May 05, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 58 | 11 | 0.0% | — | 1604 | +58 | New | Q1 2026 | Apr 13, 2026 |
| Rice Partnership, LLC | History | No change | 58 | 11 | 0.0% | 0.0% | 1601 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 60 | 11 | 0.01% | 0.01% | 1602 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Benson Wealth Management INC | History | No change | 62 | 11 | 0.02% | 0.01% | 1603 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Versant Capital Management, Inc | History | No change | 54 | 10 | 0.0% | 0.0% | 1606 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 57 | 10 | 0.0% | 0.0% | 1607 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Main Street Group, LTD | History | New | 50 | 9 | 0.0% | — | 1614 | +50 | New | Q1 2026 | May 06, 2026 |
| West Branch Capital LLC | History | New | 48 | 9 | 0.0% | — | 1613 | +48 | New | Q1 2026 | Apr 14, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 48 | 9 | 0.0% | 0.0% | 1610 | -4 | -7.69% | Q1 2026 | May 08, 2026 |
| IAG Wealth Partners, LLC | History | No change | 51 | 9 | 0.0% | 0.0% | 1608 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 48 | 9 | 0.0% | 0.0% | 1609 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 50 | 9 | 0.0% | 0.0% | 1611 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Dogwood Wealth Management LLC | History | No change | 50 | 9 | 0.0% | 0.0% | 1612 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HighMark Wealth Management LLC | History | No change | 46 | 8 | 0.0% | 0.0% | 1615 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| N.E.W. Advisory Services LLC | History | New | 37 | 7 | 0.0% | — | 1623 | +37 | New | Q1 2026 | May 04, 2026 |
| Archer Investment Corp | History | Reduced | 38 | 7 | 0.0% | 0.0% | 1616 | -14 | -26.92% | Q1 2026 | May 04, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 41 | 7 | 0.0% | 0.0% | 1617 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 41 | 7 | 0.0% | 0.0% | 1618 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Redwood Park Advisors LLC | History | No change | 40 | 7 | 0.0% | 0.0% | 1619 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Parvin Asset Management, LLC | History | No change | 41 | 7 | 0.01% | 0.01% | 1620 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| United Financial Planning Group LLC | History | No change | 40 | 7 | 0.0% | 0.0% | 1621 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | No change | 40 | 7 | 0.01% | 0.01% | 1622 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Financial Freedom, LLC | History | New | 36 | 6 | 0.0% | — | 1626 | +36 | New | Q1 2026 | Apr 30, 2026 |
| Accent Capital Management, LLC | History | New | 33 | 6 | 0.0% | — | 1627 | +33 | New | Q1 2026 | May 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 33 | 6 | 0.0% | 0.01% | 1625 | -4 | -10.81% | Q1 2026 | Apr 21, 2026 |
| WFA of San Diego, LLC | History | No change | 34 | 6 | 0.0% | 0.0% | 1624 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Financial Connections Group, Inc. | History | New | 31 | 5 | 0.0% | — | 1632 | +31 | New | Q1 2026 | May 01, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 29 | 5 | 0.0% | — | 1630 | +29 | New | Q1 2026 | Apr 17, 2026 |
| Wilkerson Advisory Group LLC | History | New | 29 | 5 | 0.0% | — | 1633 | +29 | New | Q1 2026 | May 08, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 28 | 5 | 0.0% | — | 1631 | +28 | New | Q1 2026 | Apr 20, 2026 |
| S&T BANK/PA | History | No change | 31 | 5 | 0.0% | 0.0% | 1628 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Y.D. More Investments Ltd | History | No change | 32 | 5 | 0.0% | 0.0% | 1629 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 22 | 4 | 0.0% | 0.0% | 1635 | -2 | -8.33% | Q1 2026 | May 12, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 21 | 4 | 0.0% | 0.0% | 1634 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CHELSEA COUNSEL CO | History | No change | 21 | 4 | 0.0% | 0.0% | 1636 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 21 | 4 | 0.0% | 0.0% | 1637 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 24 | 4 | 0.0% | 0.0% | 1638 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Bernard Wealth Management Corp. | History | No change | 21 | 4 | 0.0% | 0.0% | 1639 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Reduced | 20 | 3 | 0.0% | 0.0% | 1641 | -209 | -91.27% | Q1 2026 | May 14, 2026 |
| Caitlin John, LLC | History | No change | 18 | 3 | 0.0% | 0.0% | 1640 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fairman Group, LLC | History | No change | 19 | 3 | 0.0% | 0.0% | 1642 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Fairscale Capital, LLC | History | No change | 17 | 3 | 0.0% | 0.0% | 1643 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 15 | 2 | 0.0% | — | 1653 | +15 | New | Q1 2026 | Apr 14, 2026 |
| Truvestments Capital LLC | History | New | 13 | 2 | 0.0% | — | 1654 | +13 | New | Q1 2026 | May 13, 2026 |
| OBSIDIAN CIO, LLC | History | New | 12 | 2 | 0.0% | — | 1655 | +12 | New | Q1 2026 | May 11, 2026 |
| Strive Financial Group ,LLC | History | New | 10 | 2 | 0.0% | — | 1656 | +10 | New | Q1 2026 | May 15, 2026 |
| ATWOOD & PALMER INC | History | No change | 14 | 2 | 0.0% | 0.0% | 1644 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Oakworth Capital, Inc. | History | No change | 12 | 2 | 0.0% | 0.0% | 1645 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Salomon & Ludwin, LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 1646 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 1647 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ESL Trust Services, LLC | History | No change | 13 | 2 | 0.0% | 0.0% | 1648 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| First Pacific Financial | History | No change | 14 | 2 | 0.0% | 0.0% | 1649 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Register Financial Advisors LLC | History | No change | 14 | 2 | 0.0% | 0.0% | 1650 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 11 | 2 | 0.0% | 0.0% | 1651 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 12 | 2 | 0.0% | 0.0% | 1652 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Johnson Financial Group, Inc. | History | New | 10 | 1 | 0.0% | — | 1661 | +10 | New | Q1 2026 | May 07, 2026 |
| Essential Partners LLC | History | New | 10 | 1 | 0.0% | — | 1662 | +10 | New | Q1 2026 | May 21, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 10 | 1 | 0.0% | 0.0% | 1657 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Front Row Advisors LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 1658 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Financial Perspectives, Inc | History | No change | 7 | 1 | 0.0% | 0.0% | 1659 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WPG Advisers, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 1660 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -714,153 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -72,840 | -100.0% | Q1 2026 | May 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -54,699 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Royal Harbor Partners, LLC | History | Closed out | 0 | 0 | — | 2.96% | — | -45,154 | -100.0% | Q1 2026 | Apr 24, 2026 |
| WIN ADVISORS, INC | History | Closed out | 0 | 0 | — | 3.08% | — | -36,544 | -100.0% | Q1 2026 | May 01, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -26,421 | -100.0% | Q1 2026 | May 01, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 2.4% | — | -24,965 | -100.0% | Q1 2026 | May 04, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -20,275 | -100.0% | Q1 2026 | May 14, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -19,108 | -100.0% | Q1 2026 | May 07, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,952 | -100.0% | Q1 2026 | Apr 16, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,500 | -100.0% | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,437 | -100.0% | Q1 2026 | May 15, 2026 |
| Tradewinds, LLC. | History | Closed out | 0 | 0 | — | 0.62% | — | -13,135 | -100.0% | Q1 2026 | May 04, 2026 |
| Vontobel Holding Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,875 | -100.0% | Q1 2026 | May 08, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 1.77% | — | -9,361 | -100.0% | Q1 2026 | Apr 08, 2026 |
| CPC Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -6,826 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -6,312 | -100.0% | Q1 2026 | May 20, 2026 |
| Hershey Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.99% | — | -5,915 | -100.0% | Q1 2026 | May 06, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.69% | — | -5,269 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Euro Pacific Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,140 | -100.0% | Q1 2026 | May 06, 2026 |
| Painted Porch Advisors LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -3,433 | -100.0% | Q1 2026 | May 14, 2026 |
| BCS Wealth Management | History | Closed out | 0 | 0 | — | 0.06% | — | -3,224 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Sachetta, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -3,209 | -100.0% | Q1 2026 | May 01, 2026 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -3,063 | -100.0% | Q1 2026 | Apr 22, 2026 |
| BBR PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,944 | -100.0% | Q1 2026 | May 12, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,514 | -100.0% | Q1 2026 | May 18, 2026 |
| Fortis Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,130 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Pallas Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,848 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,835 | -100.0% | Q1 2026 | May 15, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,819 | -100.0% | Q1 2026 | May 15, 2026 |
| Wellment Financial | History | Closed out | 0 | 0 | — | 0.4% | — | -1,731 | -100.0% | Q1 2026 | Apr 28, 2026 |
| UNIQUE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,682 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Freedom Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -1,613 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Professional Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,512 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Greenspring Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,368 | -100.0% | Q1 2026 | May 04, 2026 |
| Symphony Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -1,341 | -100.0% | Q1 2026 | May 07, 2026 |
| Prosperity Planning, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -1,330 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Saxony Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -1,319 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Headland Capital, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,309 | -100.0% | Q1 2026 | May 04, 2026 |
| BDFS Capital LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -1,306 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Tailwinds Wealth, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -1,244 | -100.0% | Q1 2026 | May 01, 2026 |
| LifeWealth Investments, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,195 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Stewardship Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,192 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Walkner Condon Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,192 | -100.0% | Q1 2026 | Apr 28, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,191 | -100.0% | Q1 2026 | May 01, 2026 |
| Spinnaker Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,140 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,139 | -100.0% | Q1 2026 | May 11, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,088 | -100.0% | Q1 2026 | May 14, 2026 |
| Oasis Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -1,080 | -100.0% | Q1 2026 | May 04, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,067 | -100.0% | Q1 2026 | Apr 27, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Closed out | 0 | 0 | — | 0.02% | — | -1,059 | -100.0% | Q1 2026 | May 05, 2026 |
| Itau Unibanco Holding S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,054 | -100.0% | Q1 2026 | May 15, 2026 |
| American Trust | History | Closed out | 0 | 0 | — | 0.02% | — | -1,045 | -100.0% | Q1 2026 | May 01, 2026 |
| Element Wealth, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,037 | -100.0% | Q1 2026 | May 04, 2026 |
| Ironwood Investment Counsel, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,027 | -100.0% | Q1 2026 | May 07, 2026 |
| Francis Financial, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,021 | -100.0% | Q1 2026 | May 07, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,015 | -100.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -764 | -100.0% | Q1 2026 | May 04, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -523 | -100.0% | Q1 2026 | May 11, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -381 | -100.0% | Q1 2026 | Apr 06, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -305 | -100.0% | Q1 2026 | May 14, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -283 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -280 | -100.0% | Q1 2026 | May 01, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.02% | — | -216 | -100.0% | Q1 2026 | May 15, 2026 |
| Glassman Wealth Services | History | Closed out | 0 | 0 | — | 0.01% | — | -212 | -100.0% | Q1 2026 | May 04, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -195 | -100.0% | Q1 2026 | Apr 15, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 13, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q1 2026 | May 06, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -78 | -100.0% | Q1 2026 | May 11, 2026 |
| Meramec Financial Planners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | May 14, 2026 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q1 2026 | May 11, 2026 |
| NVWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Provenance Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Quaker Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | Apr 10, 2026 |
| SOA Wealth Advisors, LLC. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 20, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 07, 2026 |
| BARCLAYS PLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |