INVESCO EXCHANGE-TRADED FUND TRUST - RSP
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 34,154,520 | 6,554,935 | 0.39% | 0.36% | 1 | +2,808,303 | 8.96% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 27,094,873 | 5,200,047 | 3.2% | 3.18% | 2 | +842,656 | 3.21% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 25,370,060 | 4,869,021 | 0.36% | 0.3% | 3 | +3,567,441 | 16.36% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 19,182,638 | 3,681,531 | 0.88% | 0.13% | 4 | +16,406,981 | 591.1% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 11,344,321 | 2,177,202 | 0.33% | 0.32% | 5 | +955,529 | 9.2% | Q1 2026 | May 05, 2026 |
| Invesco Ltd. | History | Added to | 10,924,826 | 2,096,692 | 0.32% | 0.3% | 6 | +780,042 | 7.69% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 9,253,575 | 1,775,946 | 0.2% | 0.28% | 7 | -2,743,135 | -22.87% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,677,729 | 1,281,589 | 0.24% | 0.24% | 8 | -60,334 | -0.9% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 6,660,526 | 1,278,287 | 0.34% | 0.29% | 9 | +1,173,578 | 21.39% | Q1 2026 | May 06, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 6,596,500 | 1,266,000 | 2.9% | 3.63% | 10 | -1,889,019 | -22.26% | Q1 2026 | May 15, 2026 |
| TEXAS PERMANENT SCHOOL FUND CORP | History | No change | 5,469,896 | 1,049,782 | 38.92% | 47.94% | 11 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 4,474,614 | 858,582 | 3.71% | 3.46% | 12 | +189,560 | 4.42% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,048,901 | 777,065 | 0.24% | 0.22% | 13 | +341,829 | 9.22% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,785,677 | 726,658 | 0.17% | 0.15% | 14 | +234,019 | 6.59% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 3,378,300 | 648,363 | 0.07% | 0.1% | 15 | -992,253 | -22.7% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,193,096 | 624,199 | 0.3% | 0.2% | 16 | -68,188 | -3.02% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,223,484 | 618,648 | 0.11% | 0.1% | 17 | +128,992 | 4.17% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,213,222 | 616,681 | 0.17% | 0.1% | 18 | +1,438,270 | 81.03% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 3,205,853 | 615,267 | 0.83% | 0.7% | 19 | +448,140 | 16.25% | Q1 2026 | Apr 27, 2026 |
| Japan Science & Technology Agency | History | Reduced | 2,844,812 | 545,976 | 11.35% | 13.35% | 20 | -947,300 | -24.98% | Q1 2026 | May 07, 2026 |
| Cerity Partners LLC | History | Added to | 2,381,435 | 457,045 | 0.65% | 0.55% | 21 | +417,957 | 21.29% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,173,043 | 408,684 | 0.03% | 0.02% | 22 | +316,752 | 17.06% | Q1 2026 | May 13, 2026 |
| Phoenix Financial Ltd. | History | Added to | 2,070,542 | 397,378 | 3.77% | 3.37% | 23 | +445,000 | 27.38% | Q1 2026 | May 11, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 1,900,000 | 364,648 | 3.16% | 0.03% | 24 | +1,880,245 | 9517.82% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 1,817,211 | 348,759 | 1.78% | 3.47% | 25 | -1,762,439 | -49.23% | Q1 2026 | May 01, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 1,791,371 | 343,799 | 1.26% | 1.59% | 26 | -529,249 | -22.81% | Q1 2026 | Apr 24, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 1,750,000 | 335,860 | 0.54% | 0.79% | 27 | -710,000 | -28.86% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,680,604 | 322,541 | 0.92% | 0.28% | 28 | +1,130,618 | 205.57% | Q1 2026 | May 08, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | Added to | 1,660,000 | 318,587 | 1.92% | 1.98% | 29 | +60,000 | 3.75% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Reduced | 1,614,164 | 309,814 | 0.34% | 0.41% | 30 | -260,121 | -13.88% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Reduced | 1,611,970 | 309,369 | 0.13% | 0.19% | 31 | -610,333 | -27.46% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,599,136 | 306,906 | 0.54% | 0.49% | 32 | +164,588 | 11.47% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 1,582,639 | 303,740 | 0.04% | 0.09% | 33 | -1,691,261 | -51.66% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,551,101 | 297,692 | 0.32% | 0.3% | 34 | +141,490 | 10.04% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,443,100 | 276,959 | 0.04% | 0.12% | 35 | -2,812,742 | -66.09% | Q1 2026 | May 15, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 1,323,360 | 253,979 | 15.49% | 15.7% | 36 | -8,773 | -0.66% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,317,421 | 252,922 | 0.37% | 0.37% | 37 | -20,014 | -1.5% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 1,233,214 | 236,641 | 0.25% | 0.22% | 38 | +189,149 | 18.12% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,206,911 | 231,630 | 0.32% | 0.27% | 39 | +135,453 | 12.64% | Q1 2026 | Apr 27, 2026 |
| Freedom Together Foundation | History | No change | 1,100,000 | 211,112 | 27.7% | 26.72% | 40 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,017,191 | 195,218 | 0.18% | 0.19% | 41 | -76,861 | -7.03% | Q1 2026 | May 12, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Added to | 1,007,781 | 193,413 | 0.31% | 0.25% | 42 | +250,781 | 33.13% | Q1 2026 | May 14, 2026 |
| Trust Co of Tennessee | History | Added to | 991,459 | 190,279 | 35.43% | 30.36% | 43 | +193,699 | 24.28% | Q1 2026 | Apr 09, 2026 |
| BROWN ADVISORY INC | History | Added to | 948,859 | 182,104 | 0.3% | 0.23% | 44 | +89,994 | 10.48% | Q1 2026 | May 15, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 841,866 | 161,570 | 1.18% | 0.15% | 45 | +744,123 | 761.31% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 830,928 | 159,472 | 0.39% | 0.31% | 46 | +135,061 | 19.41% | Q1 2026 | Apr 22, 2026 |
| Duquesne Family Office LLC | History | Reduced | 821,000 | 157,566 | 4.67% | 5.0% | 47 | -352,925 | -30.06% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 813,494 | 151,257 | 0.2% | — | 48 | +813,494 | New | Q1 2026 | May 12, 2026 |
| Horizon Investments, LLC | History | Added to | 787,644 | 151,164 | 1.69% | 1.91% | 49 | +803 | 0.1% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 778,315 | 149,374 | 0.03% | 0.03% | 50 | -24,402 | -3.04% | Q1 2026 | May 05, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | Added to | 770,000 | 147,778 | 3.12% | 2.81% | 51 | +125,218 | 19.42% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 769,321 | 147,648 | 0.83% | 0.7% | 52 | +135,607 | 21.4% | Q1 2026 | May 15, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 761,230 | 146,095 | 8.21% | 7.78% | 53 | +4,860 | 0.64% | Q1 2026 | Apr 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 758,937 | 145,655 | 0.38% | 0.35% | 54 | +74,068 | 10.81% | Q1 2026 | Apr 30, 2026 |
| CI INVESTMENTS INC. | History | Added to | 753,425 | 144,597 | 0.7% | 0.59% | 55 | +47,955 | 6.8% | Q1 2026 | May 13, 2026 |
| Cercano Management LLC | History | Added to | 741,425 | 142,294 | 6.14% | 3.87% | 56 | +206,947 | 38.72% | Q1 2026 | May 13, 2026 |
| TORONTO DOMINION BANK | History | Added to | 734,210 | 140,909 | 0.2% | 0.04% | 57 | +599,871 | 446.54% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 723,923 | 138,935 | 1.99% | 2.22% | 58 | +54,601 | 8.16% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 721,889 | 138,544 | 0.38% | 0.23% | 59 | +236,892 | 48.84% | Q1 2026 | May 04, 2026 |
| Rokos Capital Management LLP | History | New | 701,812 | 134,688 | 1.02% | — | 60 | +701,812 | New | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 673,555 | 129,268 | 0.05% | 0.02% | 61 | +419,032 | 164.63% | Q1 2026 | May 13, 2026 |
| SCS Capital Management LLC | History | Added to | 666,560 | 127,926 | 1.36% | 1.21% | 62 | +69,855 | 11.71% | Q1 2026 | May 11, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 660,464 | 126,756 | 1.16% | 1.65% | 63 | -20,851 | -3.06% | Q1 2026 | May 06, 2026 |
| Empower Advisory Group, LLC | History | Added to | 650,682 | 124,878 | 0.32% | 0.0% | 64 | +648,255 | 26710.14% | Q1 2026 | May 14, 2026 |
| Schusterman Interests, LLC | History | No change | 625,000 | 119,950 | 30.66% | 27.4% | 65 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 622,406 | 119,452 | 0.02% | 0.01% | 66 | +226,042 | 57.03% | Q1 2026 | May 15, 2026 |
| Bell Bank | History | Added to | 614,254 | 117,887 | 5.0% | 4.81% | 67 | +26,774 | 4.56% | Q1 2026 | Apr 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 610,240 | 117,117 | 0.44% | 0.46% | 68 | +31,640 | 5.47% | Q1 2026 | Apr 30, 2026 |
| US BANCORP \DE\ | History | Added to | 608,853 | 116,686 | 0.14% | 0.12% | 69 | +48,984 | 8.75% | Q1 2026 | May 14, 2026 |
| Csenge Advisory Group | History | Added to | 607,965 | 116,680 | 5.34% | 5.03% | 70 | +27,921 | 4.81% | Q1 2026 | Apr 30, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 591,654 | 113,548 | 2.71% | 2.55% | 71 | -8,326 | -1.39% | Q1 2026 | May 08, 2026 |
| AlphaCore Capital LLC | History | Reduced | 576,464 | 110,634 | 2.62% | 2.54% | 72 | -17,073 | -2.88% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 538,722 | 103,251 | 0.66% | 0.46% | 73 | +188,256 | 53.72% | Q1 2026 | May 15, 2026 |
| JABODON PT CO | History | Added to | 536,600 | 102,984 | 11.97% | 11.05% | 74 | +100,531 | 23.05% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 524,881 | 100,735 | 0.47% | 0.38% | 75 | +102,918 | 24.39% | Q1 2026 | Apr 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 523,432 | 100,457 | 0.06% | 0.05% | 76 | +49,098 | 10.35% | Q1 2026 | May 08, 2026 |
| Moment Partners, LLC | History | Added to | 521,313 | 100,050 | 17.85% | 20.47% | 77 | +1,858 | 0.36% | Q1 2026 | May 04, 2026 |
| Endurance Services Ltd | History | No change | 511,000 | 98,071 | 16.52% | 17.33% | 78 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Junto Capital Management LP | History | New | 509,559 | 97,794 | 2.06% | — | 79 | +509,559 | New | Q1 2026 | May 15, 2026 |
| EMORY UNIVERSITY | History | New | 492,740 | 94,566 | 35.37% | — | 80 | +492,740 | New | Q1 2026 | May 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 490,046 | 93,873 | 0.44% | 0.44% | 81 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EASTERN BANK | History | New | 480,506 | 92,218 | 1.58% | — | 82 | +480,506 | New | Q1 2026 | Apr 07, 2026 |
| Mariner, LLC | History | Added to | 480,042 | 92,108 | 0.11% | 0.1% | 83 | +54,158 | 12.72% | Q1 2026 | May 13, 2026 |
| GR FINANCIAL GROUP, LLC | History | New | 473,160 | 90,808 | 30.12% | — | 84 | +473,160 | New | Q1 2026 | May 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 472,602 | 90,701 | 0.68% | 0.69% | 85 | +25,996 | 5.82% | Q1 2026 | May 15, 2026 |
| Vanderbilt University | History | Added to | 469,014 | 90,013 | 17.1% | 15.27% | 86 | +1,985 | 0.43% | Q1 2026 | Apr 20, 2026 |
| Rock Creek Group LLC | History | No change | 467,881 | 89,795 | 9.09% | 10.05% | 87 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 464,555 | 89,157 | 0.16% | 0.03% | 88 | +408,814 | 733.42% | Q1 2026 | May 01, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 458,668 | 87,862 | 5.68% | 5.68% | 89 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CENTRAL TRUST Co | History | Reduced | 453,756 | 87,084 | 1.71% | 1.81% | 90 | -29,542 | -6.11% | Q1 2026 | Apr 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 452,511 | 86,683 | 0.15% | 0.15% | 91 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Added to | 449,607 | 86,288 | 0.0% | 0.0% | 92 | +200,174 | 80.25% | Q1 2026 | May 13, 2026 |
| CHAI TRUST CO LLC | History | No change | 1,865,494 | 84,432 | 7.15% | 7.32% | 93 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 428,972 | 82,328 | 0.42% | 0.26% | 94 | +183,082 | 74.46% | Q1 2026 | May 08, 2026 |
| Naman Capital Ltda | History | No change | 427,975 | 82,136 | 22.83% | 23.06% | 95 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 433,952 | 81,782 | 0.04% | 0.04% | 96 | +78,681 | 22.15% | Q1 2026 | May 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 415,109 | 79,667 | 2.48% | 2.15% | 97 | +60,107 | 16.93% | Q1 2026 | Apr 27, 2026 |
| Consolidated Investment Group LLC | History | Added to | 414,175 | 79,488 | 8.62% | 8.72% | 98 | +33,780 | 8.88% | Q1 2026 | May 04, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 407,463 | 78,200 | 0.22% | 0.19% | 99 | +27,311 | 7.18% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 406,849 | 75,545 | 0.15% | 0.15% | 100 | -176,816 | -30.29% | Q1 2026 | Apr 08, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 393,248 | 75,472 | 0.97% | 0.93% | 101 | +9,746 | 2.54% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 388,466 | 74,554 | 0.51% | 0.33% | 102 | +49,844 | 14.72% | Q1 2026 | May 07, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 381,604 | 73,237 | 0.54% | 0.24% | 103 | +217,876 | 133.07% | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 374,647 | 71,905 | 0.55% | 0.28% | 104 | +184,099 | 96.62% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 372,877 | 71,562 | 0.81% | 0.75% | 105 | +26,108 | 7.53% | Q1 2026 | Apr 28, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 372,486 | 71,487 | 2.38% | 2.34% | 106 | -2,736 | -0.73% | Q1 2026 | May 14, 2026 |
| Erste Asset Management GmbH | History | Reduced | 371,480 | 71,106 | 0.66% | 1.1% | 107 | -311,880 | -45.64% | Q1 2026 | May 11, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 370,387 | 71,084 | 4.62% | 2.2% | 108 | +197,200 | 113.87% | Q1 2026 | May 07, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 365,327 | 70,113 | 3.03% | 2.83% | 109 | +10,513 | 2.96% | Q1 2026 | May 14, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 363,865 | 69,832 | 0.95% | 0.77% | 110 | +46,887 | 14.79% | Q1 2026 | May 04, 2026 |
| CHOREO, LLC | History | Reduced | 361,254 | 69,331 | 0.85% | 0.89% | 111 | -833 | -0.23% | Q1 2026 | May 12, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 351,463 | 67,452 | 9.09% | 9.07% | 112 | -1,269 | -0.36% | Q1 2026 | May 15, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Added to | 344,580 | 66,131 | 7.71% | 8.41% | 113 | +2,336 | 0.68% | Q1 2026 | Apr 13, 2026 |
| First Western Trust Bank | History | Added to | 343,690 | 65,960 | 3.33% | 3.14% | 114 | +10,629 | 3.19% | Q1 2026 | May 12, 2026 |
| Spider Management Company, LLC | History | No change | 343,186 | 65,864 | 18.79% | 29.25% | 115 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Parkwood LLC | History | New | 342,680 | 65,767 | 5.84% | — | 116 | +342,680 | New | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 338,295 | 64,803 | 0.26% | 0.26% | 117 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| LM Advisors LLC | History | Added to | 12,370 | 64,475 | 1.02% | 1.08% | 118 | +830 | 7.19% | Q1 2026 | May 13, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 329,700 | 63,276 | 0.04% | 0.02% | 119 | +135,000 | 69.34% | Q1 2026 | Apr 30, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 329,605 | 63,011 | 0.03% | 0.03% | 120 | +59,747 | 22.14% | Q1 2026 | Apr 30, 2026 |
| Southern Farm Bureau Life Insurance | History | No change | 328,428 | 62,907 | 6.5% | 6.5% | 121 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Corient Private Wealth LLC | History | Reduced | 337,771 | 62,297 | 0.09% | 0.09% | 122 | -10,141 | -2.91% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 323,977 | 62,177 | 0.89% | 1.06% | 123 | -12,101 | -3.6% | Q1 2026 | May 11, 2026 |
| Axiom Financial Strategies, LLC | History | Added to | 320,862 | 61,579 | 21.68% | 16.28% | 124 | +118,897 | 58.87% | Q1 2026 | Apr 21, 2026 |
| CoreCap Advisors, LLC | History | Added to | 315,981 | 60,643 | 2.06% | 2.05% | 125 | +8,938 | 2.91% | Q1 2026 | Apr 07, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 314,215 | 60,304 | 0.71% | 0.68% | 126 | +2,813 | 0.9% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 313,420 | 60,151 | 0.18% | 0.13% | 127 | +134,047 | 74.73% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 311,029 | 59,692 | 0.47% | 0.78% | 128 | -254,792 | -45.03% | Q1 2026 | May 11, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 310,351 | 59,562 | 0.1% | 0.09% | 129 | +15,807 | 5.37% | Q1 2026 | May 14, 2026 |
| One Day In July LLC | History | Added to | 308,508 | 59,208 | 4.74% | 4.62% | 130 | +15,232 | 5.19% | Q1 2026 | May 05, 2026 |
| Berkshire Money Management, Inc. | History | Added to | 306,432 | 58,810 | 6.02% | 5.47% | 131 | +7,324 | 2.45% | Q1 2026 | Apr 21, 2026 |
| Wharton Business Group, LLC | History | Added to | 290,228 | 55,700 | 2.1% | 2.1% | 132 | +1,635 | 0.57% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 285,796 | 54,849 | 0.3% | 0.29% | 133 | +8,430 | 3.04% | Q1 2026 | May 05, 2026 |
| Bayview Asset Management, LLC | History | Reduced | 285,000 | 54,697 | 21.05% | 48.92% | 134 | -819,500 | -74.2% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 283,133 | 54,338 | 0.29% | 0.61% | 135 | -174,166 | -38.09% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 1,632,746 | 54,206 | 0.86% | 0.78% | 136 | +304,992 | 22.97% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 278,742 | 53,496 | 0.04% | 0.04% | 137 | +16,604 | 6.33% | Q1 2026 | May 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 275,468 | 52,867 | 0.19% | 0.18% | 138 | +31,477 | 12.9% | Q1 2026 | May 13, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 274,305 | 52,644 | 0.63% | 0.63% | 139 | -17,597 | -6.03% | Q1 2026 | May 13, 2026 |
| McAdam, LLC | History | Added to | 273,144 | 52,421 | 2.36% | 2.37% | 140 | +2,453 | 0.91% | Q1 2026 | May 08, 2026 |
| Arlington Trust Co LLC | History | Added to | 271,711 | 52,146 | 4.6% | 2.42% | 141 | +147,761 | 119.21% | Q1 2026 | Apr 08, 2026 |
| MASON STREET ADVISORS, LLC | History | Added to | 267,820 | 51,400 | 5.02% | 4.89% | 142 | +8,390 | 3.23% | Q1 2026 | May 06, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 265,598 | 50,973 | 0.08% | 0.08% | 143 | -13,440 | -4.82% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Reduced | 263,841 | 50,636 | 0.58% | 0.59% | 144 | -6,033 | -2.24% | Q1 2026 | Apr 16, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 260,982 | 50,087 | 6.83% | 7.07% | 145 | -1,552 | -0.59% | Q1 2026 | Apr 14, 2026 |
| Bangor Savings Bank | History | Added to | 260,202 | 49,937 | 3.99% | 2.93% | 146 | +70,060 | 36.85% | Q1 2026 | Apr 01, 2026 |
| University of Illinois Foundation | History | New | 257,217 | 49,365 | 10.13% | — | 147 | +257,217 | New | Q1 2026 | May 13, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 257,095 | 49,341 | 8.01% | 7.93% | 148 | +3,420 | 1.35% | Q1 2026 | Apr 22, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 257,035 | 49,314 | 1.8% | 1.86% | 149 | +5 | 0.0% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 254,807 | 48,902 | 0.01% | 0.0% | 150 | +152,663 | 149.46% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Reduced | 252,242 | 48,376 | 0.24% | 0.3% | 151 | -51,027 | -16.83% | Q1 2026 | May 15, 2026 |
| Activest Wealth Management | History | Added to | 250,370 | 48,050 | 8.44% | 8.06% | 152 | +25,209 | 11.2% | Q1 2026 | Apr 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 248,195 | 47,633 | 1.32% | 0.86% | 153 | +59,489 | 31.52% | Q1 2026 | Apr 21, 2026 |
| PJT Investments Corp. | History | Added to | 247,955 | 47,587 | 18.86% | 16.51% | 154 | +100,757 | 68.45% | Q1 2026 | May 14, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 245,151 | 47,049 | 0.71% | 0.63% | 155 | +14,702 | 6.38% | Q1 2026 | Apr 08, 2026 |
| SG Americas Securities, LLC | History | Added to | 243,971 | 46,823 | 0.05% | 0.0% | 156 | +234,524 | 2482.52% | Q1 2026 | Apr 16, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 241,890 | 46,423 | 2.51% | 2.45% | 157 | +9,678 | 4.17% | Q1 2026 | May 06, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 234,432 | 44,992 | 0.36% | 0.44% | 158 | +42,117 | 21.9% | Q1 2026 | May 15, 2026 |
| SummitTX Capital, L.P. | History | Reduced | 234,322 | 44,971 | 1.4% | 1.73% | 159 | -65,120 | -21.75% | Q1 2026 | May 15, 2026 |
| Allen Investment Management, LLC | History | Added to | 232,685 | 44,656 | 0.55% | 0.3% | 160 | +90,235 | 63.35% | Q1 2026 | May 07, 2026 |
| Sollinda Capital Management LLC | History | Reduced | 232,456 | 44,613 | 10.84% | 14.43% | 161 | -62,366 | -21.15% | Q1 2026 | Apr 30, 2026 |
| HB Wealth Management, LLC | History | Reduced | 228,456 | 43,845 | 0.28% | 0.29% | 162 | -2,063 | -0.89% | Q1 2026 | Apr 27, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 228,329 | 43,820 | 0.03% | 0.03% | 163 | -6,363 | -2.71% | Q1 2026 | May 14, 2026 |
| Banco Santander, S.A. | History | Added to | 228,120 | 43,780 | 0.35% | 0.32% | 164 | +7,511 | 3.4% | Q1 2026 | May 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 226,169 | 43,406 | 0.02% | 0.02% | 165 | +25,555 | 12.74% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 219,244 | 42,077 | 0.69% | 0.73% | 166 | +23,541 | 12.03% | Q1 2026 | May 18, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 219,238 | 42,076 | 9.04% | 9.49% | 167 | +449 | 0.21% | Q1 2026 | May 15, 2026 |
| Joule Financial, LLC | History | Reduced | 219,147 | 42,058 | 12.25% | 12.65% | 168 | -1,343 | -0.61% | Q1 2026 | Apr 14, 2026 |
| Moran Wealth Management, LLC | History | Added to | 217,549 | 41,752 | 1.28% | 0.03% | 169 | +212,819 | 4499.34% | Q1 2026 | Apr 27, 2026 |
| Steele Capital Management, Inc. | History | Added to | 212,953 | 40,869 | 1.69% | 1.6% | 170 | +18,171 | 9.33% | Q1 2026 | Apr 29, 2026 |
| Main Management LLC | History | Added to | 210,284 | 40,358 | 2.94% | 2.58% | 171 | +22,854 | 12.19% | Q1 2026 | May 14, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 202,942 | 38,948 | 7.67% | 7.68% | 172 | +5,202 | 2.63% | Q1 2026 | May 12, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 202,900 | 38,912 | 2.92% | 2.24% | 173 | +10,670 | 5.55% | Q1 2026 | May 20, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 202,526 | 38,868 | 0.31% | 0.14% | 174 | +109,640 | 118.04% | Q1 2026 | May 14, 2026 |
| Dakota Wealth Management | History | Reduced | 201,358 | 38,644 | 0.84% | 1.29% | 175 | -176,772 | -46.75% | Q1 2026 | May 07, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 201,195 | 38,613 | 3.68% | 3.88% | 176 | -1,141 | -0.56% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 198,562 | 38,108 | 0.07% | 0.06% | 177 | +30,197 | 17.94% | Q1 2026 | May 14, 2026 |
| Requisite Capital Management, LLC | History | Added to | 197,933 | 37,987 | 7.08% | 7.09% | 178 | +2,919 | 1.5% | Q1 2026 | May 14, 2026 |
| Sachem Head Capital Management LP | History | Added to | 196,500 | 37,712 | 0.91% | 0.69% | 179 | +43,400 | 28.35% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Added to | 196,416 | 37,696 | 0.18% | 0.04% | 180 | +162,398 | 477.39% | Q1 2026 | May 11, 2026 |
| Elk River Wealth Management LLC | History | Reduced | 195,701 | 37,558 | 6.24% | 6.06% | 181 | -1,817 | -0.92% | Q1 2026 | Apr 17, 2026 |
| FSA Investment Group, LLC | History | Reduced | 195,426 | 37,506 | 15.1% | 24.26% | 182 | -12,337 | -5.94% | Q1 2026 | Apr 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 195,149 | 37,451 | 0.07% | 0.0% | 183 | +187,101 | 2324.81% | Q1 2026 | May 01, 2026 |
| VICUS CAPITAL | History | Added to | 194,711 | 37,368 | 2.75% | 2.77% | 184 | +2,242 | 1.16% | Q1 2026 | Apr 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 194,219 | 37,274 | 0.06% | 0.06% | 185 | +4,741 | 2.5% | Q1 2026 | May 15, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 193,976 | 37,227 | 1.95% | 2.62% | 186 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 192,311 | 36,908 | 4.16% | 4.29% | 187 | +672 | 0.35% | Q1 2026 | Apr 07, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 192,157 | 36,878 | 0.05% | 0.02% | 188 | +100,957 | 110.7% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 192,040 | 36,856 | 0.22% | 0.22% | 189 | +2,982 | 1.58% | Q1 2026 | May 05, 2026 |
| Solidarity Wealth, LLC | History | Added to | 187,440 | 35,973 | 6.91% | 6.13% | 190 | +30,963 | 19.79% | Q1 2026 | Apr 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 185,330 | 35,568 | 0.03% | 0.03% | 191 | -11,630 | -5.9% | Q1 2026 | May 14, 2026 |
| Arvest Bank Trust Division | History | Added to | 182,409 | 35,007 | 1.9% | 1.88% | 192 | +936 | 0.52% | Q1 2026 | May 13, 2026 |
| Granite Bay Wealth Management, LLC | History | Added to | 182,040 | 34,924 | 7.43% | 8.09% | 193 | +6,408 | 3.65% | Q1 2026 | May 01, 2026 |
| Graham Capital Management, L.P. | History | Added to | 179,869 | 34,520 | 0.83% | 0.27% | 194 | +121,069 | 205.9% | Q1 2026 | May 15, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 177,042 | 33,977 | 0.3% | 0.53% | 195 | -103,532 | -36.9% | Q1 2026 | May 14, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 174,485 | 33,487 | 0.67% | 0.6% | 196 | +4,138 | 2.43% | Q1 2026 | Apr 15, 2026 |
| SimpliFi, Inc. | History | Reduced | 171,135 | 32,844 | 13.79% | 13.9% | 197 | -402 | -0.23% | Q1 2026 | Apr 22, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 168,962 | 32,427 | 1.51% | 1.3% | 198 | +20,250 | 13.62% | Q1 2026 | Apr 29, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 168,345 | 32,308 | 0.75% | 0.0% | 199 | +168,319 | 647380.77% | Q1 2026 | May 15, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 167,808 | 32,205 | 4.0% | 5.66% | 200 | -59,915 | -26.31% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 167,192 | 32,190 | 0.3% | 0.33% | 201 | +8,508 | 5.36% | Q1 2026 | Apr 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 165,683 | 31,798 | 0.05% | 0.05% | 202 | +29,820 | 21.95% | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 163,151 | 31,311 | 0.4% | 0.39% | 203 | +4,625 | 2.92% | Q1 2026 | Apr 21, 2026 |
| Southeast Asset Advisors, LLC | History | Added to | 162,729 | 31,230 | 3.42% | 2.88% | 204 | +4,528 | 2.86% | Q1 2026 | May 13, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Reduced | 162,398 | 31,167 | 3.01% | 3.39% | 205 | -55,594 | -25.5% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 159,695 | 30,648 | 0.0% | 0.0% | 206 | +10,427 | 6.99% | Q1 2026 | May 15, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 159,496 | 30,610 | 6.4% | 6.79% | 207 | +1,311 | 0.83% | Q1 2026 | May 05, 2026 |
| OP Asset Management Ltd | History | No change | 158,782 | 30,473 | 0.37% | 0.36% | 208 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | Added to | 150,973 | 30,325 | 21.19% | 22.53% | 209 | +2,658 | 1.79% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Added to | 157,976 | 30,318 | 1.63% | 1.31% | 210 | +16 | 0.01% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 157,243 | 30,178 | 0.63% | 0.62% | 211 | +12,126 | 8.36% | Q1 2026 | Apr 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 156,514 | 30,038 | 0.42% | 0.36% | 212 | +13,489 | 9.43% | Q1 2026 | Apr 30, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 156,365 | 30,009 | 2.04% | 2.07% | 213 | -3,431 | -2.15% | Q1 2026 | May 15, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Reduced | 156,052 | 29,949 | 10.0% | 9.86% | 214 | -322 | -0.21% | Q1 2026 | May 08, 2026 |
| FineMark National Bank & Trust | History | No change | 154,880 | 29,668 | 0.93% | 0.93% | 215 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HM PAYSON & CO | History | Reduced | 154,098 | 29,574 | 0.43% | 0.55% | 216 | -50,101 | -24.54% | Q1 2026 | Apr 13, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 153,807 | 29,518 | 0.32% | 0.11% | 217 | +104,264 | 210.45% | Q1 2026 | Apr 29, 2026 |
| GenTrust, LLC | History | Added to | 153,294 | 29,420 | 1.26% | 1.13% | 218 | +16,224 | 11.84% | Q1 2026 | Apr 27, 2026 |
| Summit Financial, LLC | History | Added to | 152,920 | 29,348 | 0.37% | 0.43% | 219 | +1,154 | 0.76% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 152,692 | 29,304 | 0.82% | 0.78% | 220 | -3,561 | -2.28% | Q1 2026 | Apr 28, 2026 |
| CWM, LLC | History | Added to | 152,012 | 29,174 | 0.08% | 0.07% | 221 | +8,839 | 6.17% | Q1 2026 | May 14, 2026 |
| Waterloo Capital, L.P. | History | Added to | 151,987 | 29,169 | 2.05% | 2.07% | 222 | +2,122 | 1.42% | Q1 2026 | May 12, 2026 |
| Kera Capital Partners, Inc. | History | Reduced | 151,406 | 29,057 | 3.57% | 3.76% | 223 | -2,376 | -1.55% | Q1 2026 | May 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 150,025 | 28,792 | 0.16% | 0.16% | 224 | +3,813 | 2.61% | Q1 2026 | Apr 30, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 149,915 | 28,771 | 10.16% | 10.82% | 225 | -10,553 | -6.58% | Q1 2026 | Apr 20, 2026 |
| LTG Capital LLC | History | Added to | 149,765 | 28,742 | 21.96% | 22.14% | 226 | +1,472 | 0.99% | Q1 2026 | May 15, 2026 |
| Wealth Advisors of Iowa, LLC | History | Reduced | 149,294 | 28,652 | 8.86% | 9.43% | 227 | -688 | -0.46% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 148,921 | 28,581 | 0.38% | 0.38% | 228 | +7,944 | 5.63% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 146,225 | 28,485 | 0.08% | 0.15% | 229 | +18,819 | 14.77% | Q1 2026 | May 12, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 144,627 | 27,756 | 0.43% | 0.26% | 230 | +66,049 | 84.06% | Q1 2026 | May 04, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | Added to | 143,453 | 27,531 | 4.68% | 3.11% | 231 | +22,430 | 18.53% | Q1 2026 | Apr 22, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 142,778 | 27,401 | 0.22% | 0.2% | 232 | +8,709 | 6.5% | Q1 2026 | May 01, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 140,888 | 26,988 | 0.01% | 0.01% | 233 | +16,792 | 13.53% | Q1 2026 | May 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 140,446 | 26,903 | 7.83% | 7.83% | 234 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 139,997 | 26,868 | 0.21% | 0.04% | 235 | +117,989 | 536.12% | Q1 2026 | Apr 07, 2026 |
| PartnerRe Asset Management CORP | History | No change | 139,696 | 26,810 | 19.43% | 19.19% | 236 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 138,703 | 26,619 | 1.47% | 1.26% | 237 | +21,229 | 18.07% | Q1 2026 | Apr 30, 2026 |
| Montis Financial, LLC | History | Added to | 138,557 | 26,591 | 5.5% | 5.21% | 238 | +957 | 0.7% | Q1 2026 | May 11, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 137,926 | 26,470 | 5.9% | 5.0% | 239 | +26,032 | 23.26% | Q1 2026 | Apr 22, 2026 |
| Parcion Private Wealth LLC | History | Added to | 137,221 | 26,335 | 1.63% | 1.13% | 240 | +40,683 | 42.14% | Q1 2026 | Apr 22, 2026 |
| Fairway Wealth LLC | History | Added to | 137,035 | 26,299 | 6.94% | 7.0% | 241 | +1,578 | 1.16% | Q1 2026 | Apr 23, 2026 |
| BROGAN FINANCIAL, INC. | History | Added to | 136,797 | 26,254 | 11.55% | 11.33% | 242 | +1,478 | 1.09% | Q1 2026 | May 11, 2026 |
| Biltmore Family Office, LLC | History | Added to | 136,577 | 26,211 | 3.66% | 3.02% | 243 | +22,538 | 19.76% | Q1 2026 | May 11, 2026 |
| Stephenson & Company, Inc. | History | Added to | 136,144 | 26,128 | 14.17% | 13.93% | 244 | +3,716 | 2.81% | Q1 2026 | May 12, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 128,972 | 26,094 | 8.28% | 7.78% | 245 | +13,179 | 11.38% | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | Added to | 134,575 | 25,824 | 0.08% | 0.08% | 246 | +1,601 | 1.2% | Q1 2026 | May 13, 2026 |
| Sepio Capital, LP | History | Added to | 134,237 | 25,762 | 1.4% | 1.17% | 247 | +22,932 | 20.6% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 131,146 | 25,169 | 0.25% | 0.24% | 248 | +5,003 | 3.97% | Q1 2026 | May 08, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Added to | 131,000 | 25,142 | 0.53% | 0.41% | 249 | +33,100 | 33.81% | Q1 2026 | May 12, 2026 |
| Ally Financial Inc. | History | Reduced | 131,000 | 25,141 | 3.13% | 17.96% | 250 | -637,000 | -82.94% | Q1 2026 | May 12, 2026 |
| MATAURO, LLC | History | Reduced | 130,072 | 24,963 | 3.61% | 4.05% | 251 | -10,260 | -7.31% | Q1 2026 | Apr 22, 2026 |
| Tiller Private Wealth, Inc. | History | Added to | 129,871 | 24,924 | 8.86% | 8.39% | 252 | +6,778 | 5.51% | Q1 2026 | Apr 22, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Added to | 129,148 | 24,786 | 3.48% | 3.36% | 253 | +3,794 | 3.03% | Q1 2026 | May 15, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 129,112 | 24,779 | 2.72% | 2.37% | 254 | +12,205 | 10.44% | Q1 2026 | Apr 28, 2026 |
| Squarepoint Ops LLC | History | Added to | 128,514 | 24,664 | 0.03% | 0.01% | 255 | +83,214 | 183.7% | Q1 2026 | May 15, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 128,507 | 24,662 | 5.33% | — | 256 | +128,507 | New | Q1 2026 | May 13, 2026 |
| DUPONT CAPITAL MANAGEMENT CORP | History | Added to | 128,372 | 24,637 | 2.8% | 1.24% | 257 | +70,797 | 122.96% | Q1 2026 | Apr 23, 2026 |
| Vectors Research Management, LLC | History | Added to | 128,257 | 24,615 | 7.19% | 7.4% | 258 | +1,638 | 1.29% | Q1 2026 | May 05, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 127,692 | 24,506 | 0.98% | 1.15% | 259 | -22,126 | -14.77% | Q1 2026 | Apr 28, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 120,873 | 24,391 | 8.14% | 8.12% | 260 | -6,087 | -4.79% | Q1 2026 | Apr 28, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 124,852 | 23,961 | 1.78% | 1.96% | 261 | -12,161 | -8.88% | Q1 2026 | Apr 16, 2026 |
| BBR PARTNERS, LLC | History | Added to | 124,286 | 23,852 | 1.33% | 1.28% | 262 | +173 | 0.14% | Q1 2026 | May 12, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 123,334 | 23,670 | 1.05% | 0.93% | 263 | +7,758 | 6.71% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 123,200 | 23,644 | 0.03% | 0.04% | 264 | -65,400 | -34.68% | Q1 2026 | May 15, 2026 |
| Invariant Investment Management | History | Added to | 118,196 | 23,412 | 14.41% | 14.58% | 265 | +2,874 | 2.49% | Q1 2026 | Apr 13, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 121,146 | 23,250 | 3.26% | 3.32% | 266 | -6,335 | -4.97% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 121,041 | 23,230 | 2.64% | 2.56% | 267 | +2,315 | 1.95% | Q1 2026 | Apr 16, 2026 |
| Petrus Trust Company, LTA | History | No change | 120,850 | 23,193 | 2.53% | 2.34% | 268 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 120,428 | 23,110 | 0.13% | 0.09% | 269 | +29,605 | 32.6% | Q1 2026 | Apr 15, 2026 |
| Evernest Financial Advisors, LLC | History | Added to | 114,053 | 23,014 | 4.78% | 4.02% | 270 | +19,175 | 20.21% | Q1 2026 | May 04, 2026 |
| Fund Evaluation Group, LLC | History | New | 119,857 | 23,002 | 0.71% | — | 271 | +119,857 | New | Q1 2026 | May 08, 2026 |
| SYKON CAPITAL LLC | History | Added to | 119,536 | 22,941 | 7.65% | 1.02% | 272 | +102,895 | 618.32% | Q1 2026 | Apr 22, 2026 |
| Permanent Capital Management, LP | History | Reduced | 112,478 | 22,882 | 3.56% | 8.14% | 273 | -105,613 | -48.43% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 119,109 | 22,859 | 0.35% | 0.34% | 274 | +32,186 | 37.03% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 118,711 | 22,782 | 0.28% | 0.17% | 275 | +48,243 | 68.46% | Q1 2026 | Apr 28, 2026 |
| Visualize Group LP | History | New | 117,300 | 22,512 | 9.27% | — | 276 | +117,300 | New | Q1 2026 | May 15, 2026 |
| Compass Wealth Management LLC | History | Reduced | 116,864 | 22,428 | 5.54% | 5.79% | 277 | -4,436 | -3.66% | Q1 2026 | Apr 20, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 116,839 | 22,423 | 1.18% | 1.06% | 278 | +7,984 | 7.33% | Q1 2026 | Apr 29, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 116,775 | 22,411 | 0.52% | 0.52% | 279 | +6,655 | 6.04% | Q1 2026 | May 04, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 116,769 | 22,410 | 1.03% | 1.02% | 280 | -2,465 | -2.07% | Q1 2026 | Apr 30, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 116,733 | 22,403 | 0.89% | 0.15% | 281 | +96,355 | 472.84% | Q1 2026 | May 01, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 116,725 | 22,401 | 1.69% | 1.95% | 282 | -9,364 | -7.43% | Q1 2026 | Apr 30, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 116,031 | 22,268 | 0.5% | 0.51% | 283 | +1,165 | 1.01% | Q1 2026 | May 12, 2026 |
| Inlight Wealth Management, LLC | History | Added to | 115,635 | 22,192 | 8.22% | 6.99% | 284 | +15,923 | 15.97% | Q1 2026 | May 04, 2026 |
| Partnership Wealth Management, LLC | History | Added to | 115,387 | 22,145 | 16.89% | 8.29% | 285 | +55,237 | 91.83% | Q1 2026 | Apr 08, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 115,064 | 22,083 | 0.74% | 1.19% | 286 | -65,416 | -36.25% | Q1 2026 | May 13, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 114,734 | 22,019 | 2.56% | 2.25% | 287 | +12,851 | 12.61% | Q1 2026 | May 06, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 114,458 | 21,966 | 6.01% | 8.43% | 288 | +1,828 | 1.62% | Q1 2026 | Apr 27, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 113,487 | 21,780 | 5.02% | 4.83% | 289 | +2,859 | 2.58% | Q1 2026 | Apr 17, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 112,510 | 21,591 | 0.09% | 0.05% | 290 | +44,283 | 64.91% | Q1 2026 | May 13, 2026 |
| Sageworth Trust Co | History | Added to | 112,440 | 21,579 | 0.93% | 0.78% | 291 | +17,171 | 18.02% | Q1 2026 | Apr 29, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 112,278 | 21,548 | 1.45% | 0.02% | 292 | +110,529 | 6319.55% | Q1 2026 | Apr 10, 2026 |
| CSS LLC/IL | History | Added to | 110,982 | 21,299 | 1.02% | 0.94% | 293 | +1,140 | 1.04% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 342,650 | 21,286 | 0.99% | 0.29% | 294 | -68,207 | -16.6% | Q1 2026 | May 15, 2026 |
| Roth Financial Partners LLC | History | Reduced | 109,845 | 21,071 | 7.19% | 7.2% | 295 | -4,083 | -3.58% | Q1 2026 | Apr 21, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Added to | 109,140 | 20,946 | 9.6% | 9.19% | 296 | +7,576 | 7.46% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 108,162 | 20,758 | 0.51% | 0.48% | 297 | +6,840 | 6.75% | Q1 2026 | Apr 29, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 107,496 | 20,630 | 8.73% | 9.1% | 298 | -4,034 | -3.62% | Q1 2026 | Apr 15, 2026 |
| Carroll Advisory Group, LLC | History | Added to | 106,795 | 20,496 | 7.96% | 7.84% | 299 | +12,154 | 12.84% | Q1 2026 | Apr 22, 2026 |
| Seneca House Advisors | History | Reduced | 106,477 | 20,435 | 8.12% | 8.05% | 300 | -5,857 | -5.21% | Q1 2026 | May 01, 2026 |
| Kopp Family Office, LLC | History | Reduced | 105,688 | 20,283 | 13.96% | 13.15% | 301 | -1,828 | -1.7% | Q1 2026 | Apr 20, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Added to | 105,086 | 20,168 | 8.54% | 8.06% | 302 | +4,751 | 4.74% | Q1 2026 | Apr 29, 2026 |
| Sterneck Capital Management, LLC | History | Added to | 103,876 | 19,935 | 8.95% | 8.77% | 303 | +2,173 | 2.14% | Q1 2026 | Apr 16, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 103,338 | 19,832 | 0.99% | 0.99% | 304 | -1,673 | -1.59% | Q1 2026 | May 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 102,744 | 19,718 | 0.21% | 0.22% | 305 | +3,241 | 3.26% | Q1 2026 | Apr 20, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 102,404 | 19,653 | 0.09% | 0.06% | 306 | -2,281 | -2.18% | Q1 2026 | May 14, 2026 |
| VestGen Advisors, LLC | History | Added to | 95,691 | 19,502 | 0.52% | 0.4% | 307 | +46,344 | 93.91% | Q1 2026 | May 14, 2026 |
| Heritage Trust Co | History | Added to | 100,456 | 19,279 | 1.93% | 1.72% | 308 | +12,353 | 14.02% | Q1 2026 | May 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 100,000 | 19,192 | 0.14% | 0.06% | 309 | +25,000 | 33.33% | Q1 2026 | May 15, 2026 |
| Wealth Forward, LLC | History | Added to | 99,699 | 19,134 | 10.8% | 10.73% | 310 | +518 | 0.52% | Q1 2026 | May 04, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 101,138 | 19,021 | 0.02% | — | 311 | +101,138 | New | Q1 2026 | May 14, 2026 |
| Compton Wealth Advisory Group, LLC | History | Added to | 98,705 | 19,004 | 4.23% | 4.12% | 312 | +386 | 0.39% | Q1 2026 | Apr 14, 2026 |
| Davidson Kahn Capital Management, LLC | History | Added to | 98,604 | 18,949 | 10.1% | 9.26% | 313 | +5,613 | 6.04% | Q1 2026 | Apr 22, 2026 |
| Breakwater Capital Group | History | Added to | 98,261 | 18,858 | 2.53% | 2.6% | 314 | +864 | 0.89% | Q1 2026 | Apr 20, 2026 |
| Ballast, Inc. | History | Added to | 97,331 | 18,679 | 4.32% | 4.27% | 315 | +1,995 | 2.09% | Q1 2026 | May 15, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 97,247 | 18,663 | 1.33% | 1.25% | 316 | +6,574 | 7.25% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 97,162 | 18,647 | 0.59% | 0.08% | 317 | +84,576 | 671.98% | Q1 2026 | May 15, 2026 |
| LeConte Wealth Management, LLC | History | Reduced | 97,078 | 18,631 | 12.04% | 14.34% | 318 | -17,505 | -15.28% | Q1 2026 | May 12, 2026 |
| Element Squared LLC | History | Added to | 96,856 | 18,588 | 10.48% | 7.78% | 319 | +22,051 | 29.48% | Q1 2026 | Apr 23, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 96,684 | 18,555 | 0.82% | 0.8% | 320 | +6,370 | 7.05% | Q1 2026 | May 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 96,597 | 18,538 | 0.15% | 0.12% | 321 | +23,074 | 31.38% | Q1 2026 | May 01, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 95,868 | 18,398 | 6.15% | 5.3% | 322 | +183 | 0.19% | Q1 2026 | Apr 29, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 95,714 | 18,369 | 3.6% | 4.14% | 323 | -17,717 | -15.62% | Q1 2026 | Apr 15, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 95,669 | 18,360 | 2.03% | 1.19% | 324 | +40,122 | 72.23% | Q1 2026 | Apr 15, 2026 |
| COURIER CAPITAL LLC | History | Added to | 95,453 | 18,319 | 1.02% | 1.01% | 325 | +1,466 | 1.56% | Q1 2026 | Apr 23, 2026 |
| Peak Financial Management, Inc. | History | Added to | 95,100 | 18,251 | 4.63% | 4.55% | 326 | +2,998 | 3.26% | Q1 2026 | Apr 28, 2026 |
| Advisor OS, LLC | History | Reduced | 94,735 | 18,181 | 1.32% | 1.46% | 327 | -153 | -0.16% | Q1 2026 | May 07, 2026 |
| Walleye Partners, LLC | History | Reduced | 94,324 | 18,102 | 22.23% | 21.12% | 328 | -4,907 | -4.95% | Q1 2026 | Apr 23, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Added to | 93,536 | 17,951 | 2.87% | 0.16% | 329 | +88,265 | 1674.54% | Q1 2026 | Apr 28, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 92,821 | 17,814 | 0.66% | 0.53% | 330 | +19,708 | 26.96% | Q1 2026 | May 14, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 91,774 | 17,613 | 4.79% | 4.54% | 331 | +2,894 | 3.26% | Q1 2026 | Apr 27, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 91,147 | 17,492 | 3.27% | 3.41% | 332 | -3,249 | -3.44% | Q1 2026 | Apr 28, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 91,135 | 17,490 | 1.2% | 1.19% | 333 | +12,991 | 16.62% | Q1 2026 | Apr 17, 2026 |
| Peak Asset Management, LLC | History | Added to | 90,588 | 17,385 | 3.07% | 2.95% | 334 | +101 | 0.11% | Q1 2026 | May 14, 2026 |
| Copos Capital S.a r.l. | History | No change | 90,656 | 17,366 | 12.13% | 12.13% | 335 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 90,142 | 17,300 | 9.41% | 9.47% | 336 | +61 | 0.07% | Q1 2026 | Apr 10, 2026 |
| Parkside Investments, LLC | History | Added to | 88,764 | 17,035 | 2.07% | 1.94% | 337 | +8,531 | 10.63% | Q1 2026 | Apr 08, 2026 |
| CX Institutional | History | Added to | 88,434 | 16,972 | 0.52% | 0.5% | 338 | +311 | 0.35% | Q1 2026 | Apr 06, 2026 |
| Savvy Advisors, Inc. | History | Added to | 87,974 | 16,884 | 0.45% | 0.2% | 339 | +55,454 | 170.52% | Q1 2026 | May 11, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Added to | 87,333 | 16,760 | 1.96% | 1.77% | 340 | +1,842 | 2.15% | Q1 2026 | May 15, 2026 |
| Aft, Forsyth & Sober, LLC | History | Reduced | 87,300 | 16,754 | 5.11% | 5.53% | 341 | -8,000 | -8.39% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 87,282 | 16,751 | 0.12% | 0.03% | 342 | +70,531 | 421.06% | Q1 2026 | Apr 15, 2026 |
| Port Capital LLC | History | Reduced | 87,085 | 16,713 | 0.74% | 0.93% | 343 | -25,690 | -22.78% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 86,760 | 16,650 | 1.14% | 1.12% | 344 | +1,736 | 2.04% | Q1 2026 | Apr 21, 2026 |
| Karras Company, Inc. | History | Added to | 86,673 | 16,634 | 16.87% | 16.12% | 345 | +382 | 0.44% | Q1 2026 | Apr 06, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 86,232 | 16,548 | 0.05% | 0.04% | 346 | +9,937 | 13.02% | Q1 2026 | May 14, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 86,090 | 16,522 | 11.42% | 11.6% | 347 | +6,134 | 7.67% | Q1 2026 | Apr 21, 2026 |
| BlueStem Wealth Partners, LLC | History | New | 85,914 | 16,488 | 1.83% | — | 348 | +85,914 | New | Q1 2026 | May 07, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 85,485 | 16,406 | 4.48% | 4.36% | 349 | -647 | -0.75% | Q1 2026 | May 13, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 85,463 | 16,402 | 0.66% | 0.61% | 350 | +971 | 1.15% | Q1 2026 | May 04, 2026 |
| New Harbor Financial Group, LLC | History | Reduced | 85,453 | 16,400 | 2.89% | 7.03% | 351 | -114,811 | -57.33% | Q1 2026 | May 05, 2026 |
| Echo45 Advisors LLC | History | Added to | 85,104 | 16,333 | 9.19% | 9.23% | 352 | +657 | 0.78% | Q1 2026 | Apr 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 86,718 | 16,309 | 0.01% | 0.01% | 353 | +22,861 | 35.8% | Q1 2026 | May 15, 2026 |
| Forge Financial Services LLC | History | Reduced | 84,348 | 16,190 | 1.64% | 7.0% | 354 | -1,096 | -1.28% | Q1 2026 | May 08, 2026 |
| Essex Financial Services, Inc. | History | Added to | 83,320 | 15,990 | 0.9% | 0.91% | 355 | +161 | 0.19% | Q1 2026 | Apr 24, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 78,420 | 15,953 | 2.64% | 1.45% | 356 | +34,845 | 79.97% | Q1 2026 | May 08, 2026 |
| Crews Bank & Trust | History | Added to | 82,594 | 15,851 | 2.3% | 2.25% | 357 | +586 | 0.71% | Q1 2026 | May 13, 2026 |
| COFG Advisors, LLC | History | Added to | 82,242 | 15,783 | 3.9% | 3.82% | 358 | +1,429 | 1.77% | Q1 2026 | May 11, 2026 |
| Select Asset Management & Trust | History | New | 82,049 | 15,747 | 4.92% | — | 359 | +82,049 | New | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 81,913 | 15,720 | 0.31% | 0.31% | 360 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 81,786 | 15,696 | 0.18% | 0.09% | 361 | +40,255 | 96.93% | Q1 2026 | May 05, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 81,782 | 15,695 | 0.3% | 0.31% | 362 | -3,427 | -4.02% | Q1 2026 | May 01, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 81,462 | 15,634 | 3.0% | 3.11% | 363 | -5,258 | -6.06% | Q1 2026 | Apr 23, 2026 |
| Ethos Financial Group, LLC | History | Added to | 80,898 | 15,525 | 1.13% | 1.13% | 364 | +817 | 1.02% | Q1 2026 | May 05, 2026 |
| Willis Investment Counsel | History | Added to | 80,705 | 15,488 | 0.85% | 0.65% | 365 | +15,192 | 23.19% | Q1 2026 | May 05, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 80,396 | 15,429 | 3.86% | 3.83% | 366 | -2,824 | -3.39% | Q1 2026 | Apr 28, 2026 |
| Granby Capital Management, LLC | History | No change | 80,000 | 15,353 | 8.8% | 8.17% | 367 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 79,858 | 15,326 | 0.94% | 0.73% | 368 | +438 | 0.55% | Q1 2026 | Apr 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 79,763 | 15,308 | 0.08% | 0.09% | 369 | -4,653 | -5.51% | Q1 2026 | May 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 79,022 | 15,165 | 0.49% | 0.47% | 370 | -61,471 | -43.75% | Q1 2026 | Apr 29, 2026 |
| Walker Financial Services, Inc. | History | Added to | 78,601 | 15,085 | 5.16% | 4.33% | 371 | +16,233 | 26.03% | Q1 2026 | Apr 29, 2026 |
| Caldwell Trust Co | History | Added to | 78,387 | 15,044 | 1.34% | 1.27% | 372 | +3,844 | 5.16% | Q1 2026 | Apr 22, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 78,231 | 15,014 | 0.22% | 0.21% | 373 | +1,803 | 2.36% | Q1 2026 | May 05, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | No change | 78,090 | 14,987 | 0.82% | 1.06% | 374 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 77,357 | 14,846 | 0.23% | 0.21% | 375 | +4,077 | 5.56% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 77,248 | 14,825 | 0.08% | 0.07% | 376 | -28,299 | -26.81% | Q1 2026 | Apr 29, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Added to | 76,130 | 14,610 | 1.86% | 1.73% | 377 | +6,875 | 9.93% | Q1 2026 | May 15, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Reduced | 75,893 | 14,565 | 10.72% | 10.82% | 378 | -1,105 | -1.44% | Q1 2026 | Apr 22, 2026 |
| Pine Ridge Advisers LLC | History | Added to | 75,686 | 14,525 | 0.89% | 0.86% | 379 | +215 | 0.28% | Q1 2026 | May 15, 2026 |
| Consolidated Portfolio Review Corp | History | Added to | 75,686 | 14,525 | 1.33% | 1.25% | 380 | +215 | 0.28% | Q1 2026 | Apr 27, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 75,459 | 14,482 | 0.93% | 0.7% | 381 | +18,560 | 32.62% | Q1 2026 | May 06, 2026 |
| Ramiah Investment Group | History | New | 75,293 | 14,450 | 14.53% | — | 382 | +75,293 | New | Q1 2026 | Apr 21, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 76,702 | 14,425 | 2.19% | 2.67% | 383 | -13,120 | -14.61% | Q1 2026 | May 07, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 74,862 | 14,367 | 1.02% | 0.86% | 384 | +12,173 | 19.42% | Q1 2026 | May 12, 2026 |
| Allegheny Financial Group | History | Added to | 74,843 | 14,364 | 1.94% | 1.91% | 385 | +7,317 | 10.84% | Q1 2026 | Apr 16, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Added to | 74,837 | 14,362 | 4.56% | 4.68% | 386 | +1,592 | 2.17% | Q1 2026 | Apr 21, 2026 |
| Berman McAleer LLC | History | Added to | 74,745 | 14,345 | 1.96% | 1.87% | 387 | +3,219 | 4.5% | Q1 2026 | Apr 17, 2026 |
| World Investment Advisors | History | Added to | 74,248 | 14,249 | 0.23% | 0.1% | 388 | +40,504 | 120.03% | Q1 2026 | Apr 27, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 74,100 | 14,221 | 0.23% | 0.04% | 389 | +64,542 | 675.27% | Q1 2026 | Apr 21, 2026 |
| Archer Investment Corp | History | Reduced | 73,561 | 14,117 | 3.01% | 3.31% | 390 | -2,991 | -3.91% | Q1 2026 | May 04, 2026 |
| IPG Investment Advisors LLC | History | Added to | 73,189 | 14,046 | 2.41% | 2.4% | 391 | +1,859 | 2.61% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 72,230 | 13,862 | 0.02% | 0.01% | 392 | +32,030 | 79.68% | Q1 2026 | May 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 71,892 | 13,797 | 1.09% | 0.94% | 393 | +6,772 | 10.4% | Q1 2026 | Apr 23, 2026 |
| Focused Wealth Management, Inc | History | Added to | 71,800 | 13,779 | 1.43% | 1.43% | 394 | +305 | 0.43% | Q1 2026 | Apr 20, 2026 |
| GREENBERG FINANCIAL GROUP | History | No change | 71,618 | 13,719 | 5.65% | 5.65% | 395 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 71,369 | 13,697 | 1.0% | 0.96% | 396 | +444 | 0.63% | Q1 2026 | May 05, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 71,138 | 13,652 | 0.2% | 0.2% | 397 | +3,313 | 4.88% | Q1 2026 | Apr 17, 2026 |
| L. Roy Papp & Associates, LLP | History | Added to | 70,473 | 13,525 | 1.56% | 1.37% | 398 | +5,593 | 8.62% | Q1 2026 | Apr 14, 2026 |
| Hi-Line Capital Management, LLC | History | Added to | 69,949 | 13,424 | 4.22% | 4.03% | 399 | +6,719 | 10.63% | Q1 2026 | Apr 27, 2026 |
| SMITH, MOORE & CO. | History | Added to | 69,869 | 13,409 | 0.98% | 0.94% | 400 | +4,729 | 7.26% | Q1 2026 | May 05, 2026 |
| Tandem Wealth Advisors LLC | History | Added to | 69,830 | 13,401 | 5.97% | 6.1% | 401 | +5,299 | 8.21% | Q1 2026 | May 06, 2026 |
| Performa Ltd (US), LLC | History | New | 69,712 | 13,379 | 3.03% | — | 402 | +69,712 | New | Q1 2026 | May 06, 2026 |
| NDWM LLC | History | Added to | 69,422 | 13,323 | 8.64% | 2.97% | 403 | +45,999 | 196.38% | Q1 2026 | Apr 24, 2026 |
| Oribel Capital Management, LP | History | New | 69,100 | 13,261 | 0.58% | — | 404 | +69,100 | New | Q1 2026 | May 14, 2026 |
| Jacksonville Wealth Management, LLC | History | Added to | 68,679 | 13,180 | 8.9% | 8.07% | 405 | +9,182 | 15.43% | Q1 2026 | Apr 28, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | No change | 68,500 | 13,146 | 0.77% | 0.74% | 406 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | Added to | 68,204 | 13,089 | 0.37% | 0.01% | 407 | +65,757 | 2687.25% | Q1 2026 | May 13, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 68,058 | 13,061 | 3.84% | 3.7% | 408 | +7,024 | 11.51% | Q1 2026 | Apr 30, 2026 |
| NORTHERN TRUST CORP | History | Added to | 67,678 | 12,988 | 0.0% | 0.0% | 409 | +35,855 | 112.67% | Q1 2026 | May 14, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Added to | 67,427 | 12,940 | 3.91% | 3.61% | 410 | +4,379 | 6.95% | Q1 2026 | Apr 22, 2026 |
| Advisor Resource Council | History | Reduced | 67,304 | 12,917 | 4.18% | 5.44% | 411 | -12,530 | -15.7% | Q1 2026 | May 07, 2026 |
| Gillson Capital LP | History | New | 66,800 | 12,820 | 1.05% | — | 412 | +66,800 | New | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Added to | 66,729 | 12,806 | 0.14% | 0.1% | 413 | +44,687 | 202.74% | Q1 2026 | May 12, 2026 |
| FSA WEALTH PARTNERS, INC. | History | New | 66,620 | 12,785 | 6.08% | — | 414 | +66,620 | New | Q1 2026 | Apr 27, 2026 |
| Aspen Investment Management Inc | History | Added to | 65,707 | 12,610 | 3.86% | 3.64% | 415 | +2,737 | 4.35% | Q1 2026 | Apr 15, 2026 |
| Refined Wealth Management | History | Added to | 65,550 | 12,580 | 7.94% | 0.41% | 416 | +62,388 | 1973.06% | Q1 2026 | Apr 21, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 61,569 | 12,498 | 0.22% | 0.17% | 417 | +12,306 | 24.98% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 64,866 | 12,447 | 0.08% | 0.07% | 418 | +3,575 | 5.83% | Q1 2026 | May 15, 2026 |
| Family Manage LLC | History | Added to | 64,782 | 12,432 | 1.49% | 0.02% | 419 | +63,975 | 7927.51% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 64,713 | 12,419 | 0.48% | 0.86% | 420 | +24,315 | 60.19% | Q1 2026 | May 15, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 64,748 | 12,392 | 0.09% | 0.33% | 421 | -180,847 | -73.64% | Q1 2026 | May 14, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 63,906 | 12,264 | 1.35% | 0.16% | 422 | +56,336 | 744.2% | Q1 2026 | May 11, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 63,362 | 12,160 | 1.4% | 1.24% | 423 | +4,815 | 8.22% | Q1 2026 | Apr 24, 2026 |
| Prospera Financial Services Inc | History | Added to | 63,014 | 12,097 | 0.19% | 0.17% | 424 | +9,214 | 17.13% | Q1 2026 | Apr 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 60,267 | 12,078 | 0.22% | 0.05% | 425 | +54,885 | 1019.79% | Q1 2026 | May 01, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 59,297 | 12,051 | 2.7% | 2.69% | 426 | +4,244 | 7.71% | Q1 2026 | May 08, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 61,523 | 11,807 | 0.27% | 0.18% | 427 | +23,805 | 63.11% | Q1 2026 | May 15, 2026 |
| Courage Miller Partners, LLC | History | Added to | 61,174 | 11,740 | 3.31% | 3.44% | 428 | +1,602 | 2.69% | Q1 2026 | Apr 24, 2026 |
| National Philanthropic Trust | History | Added to | 61,028 | 11,712 | 0.12% | 0.12% | 429 | +156 | 0.26% | Q1 2026 | May 15, 2026 |
| CHEMUNG CANAL TRUST CO | History | Added to | 60,554 | 11,621 | 2.35% | 2.29% | 430 | +63 | 0.1% | Q1 2026 | Apr 22, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Added to | 60,468 | 11,605 | 0.78% | 0.71% | 431 | +4,305 | 7.67% | Q1 2026 | Apr 22, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 60,410 | 11,593 | 0.27% | 0.28% | 432 | -462 | -0.76% | Q1 2026 | May 15, 2026 |
| Hudson Bay Capital Management LP | History | New | 60,000 | 11,515 | 0.04% | — | 433 | +60,000 | New | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 59,607 | 11,439 | 0.0% | 0.0% | 434 | +8,559 | 16.77% | Q1 2026 | May 06, 2026 |
| True North Advisors, LLC | History | Reduced | 59,575 | 11,433 | 1.3% | 1.5% | 435 | -921 | -1.52% | Q1 2026 | May 07, 2026 |
| Prism Advisors, Inc. | History | Added to | 59,379 | 11,396 | 3.04% | 2.74% | 436 | +5,683 | 10.58% | Q1 2026 | Apr 23, 2026 |
| Sigma Planning Corp | History | Added to | 59,204 | 11,362 | 0.32% | 0.29% | 437 | +3,398 | 6.09% | Q1 2026 | May 04, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Added to | 56,621 | 11,360 | 3.11% | 3.0% | 438 | +4,371 | 8.37% | Q1 2026 | Apr 17, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 58,895 | 11,303 | 3.23% | 3.26% | 439 | +676 | 1.16% | Q1 2026 | Apr 28, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 58,520 | 11,231 | 0.18% | 0.14% | 440 | +7,015 | 13.62% | Q1 2026 | May 15, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 58,331 | 11,194 | 2.49% | 2.46% | 441 | -383 | -0.65% | Q1 2026 | May 21, 2026 |
| Perbak Capital Partners LLP | History | Reduced | 57,970 | 11,125 | 2.74% | 18.96% | 442 | -266,373 | -82.13% | Q1 2026 | May 15, 2026 |
| GREENLEAF TRUST | History | Reduced | 57,932 | 11,118 | 0.11% | 0.11% | 443 | -2,328 | -3.86% | Q1 2026 | Apr 27, 2026 |
| Pathstone Holdings, LLC | History | Added to | 57,838 | 11,100 | 0.04% | 0.04% | 444 | +1,741 | 3.1% | Q1 2026 | May 11, 2026 |
| Concentric Capital Strategies, LP | History | Added to | 57,544 | 11,043 | 0.93% | 0.04% | 445 | +52,705 | 1089.17% | Q1 2026 | May 15, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 57,375 | 11,011 | 0.72% | 0.72% | 446 | -1,918 | -3.23% | Q1 2026 | Apr 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 57,183 | 10,974 | 0.14% | 0.12% | 447 | +6,630 | 13.11% | Q1 2026 | Apr 20, 2026 |
| Rothschild Capital Partners, LLC | History | Added to | 56,802 | 10,901 | 2.67% | 1.71% | 448 | +18,879 | 49.78% | Q1 2026 | May 15, 2026 |
| M3 Wealth Management, LLC | History | Added to | 56,768 | 10,894 | 8.38% | 8.25% | 449 | +3,939 | 7.46% | Q1 2026 | May 05, 2026 |
| Yelin Lapidot Holdings Management Ltd. | History | Reduced | 56,190 | 10,783 | 2.25% | 2.36% | 450 | -5,200 | -8.47% | Q1 2026 | Apr 22, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Added to | 55,700 | 10,690 | 0.32% | 0.24% | 451 | +13,200 | 31.06% | Q1 2026 | Apr 23, 2026 |
| Carnegie Investment Counsel | History | Reduced | 55,626 | 10,675 | 0.21% | 0.21% | 452 | -4,872 | -8.05% | Q1 2026 | May 01, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 55,582 | 10,667 | 2.51% | 2.5% | 453 | -302 | -0.54% | Q1 2026 | Apr 23, 2026 |
| Clarus Group, Inc. | History | Reduced | 55,574 | 10,665 | 3.82% | 3.87% | 454 | -458 | -0.82% | Q1 2026 | Apr 21, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Added to | 55,522 | 10,655 | 3.34% | 3.29% | 455 | +118 | 0.21% | Q1 2026 | Apr 06, 2026 |
| Sterling Manor Financial, LLC | History | Reduced | 55,335 | 10,619 | 6.64% | 8.16% | 456 | -12,930 | -18.94% | Q1 2026 | Apr 10, 2026 |
| CM WEALTH ADVISORS LLC | History | Added to | 54,984 | 10,552 | 2.25% | 2.36% | 457 | +485 | 0.89% | Q1 2026 | May 08, 2026 |
| Calydon Capital | History | Added to | 54,882 | 10,532 | 1.72% | 1.77% | 458 | +227 | 0.42% | Q1 2026 | May 15, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 54,867 | 10,530 | 2.7% | 2.76% | 459 | -6,988 | -11.3% | Q1 2026 | Apr 28, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 54,238 | 10,409 | 0.05% | 0.06% | 460 | -1,096 | -1.98% | Q1 2026 | May 14, 2026 |
| NWI MANAGEMENT LP | History | No change | 54,000 | 10,364 | 0.59% | 0.48% | 461 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| First Financial Bank - Trust Division | History | Added to | 53,815 | 10,328 | 0.83% | 0.8% | 462 | +2,703 | 5.29% | Q1 2026 | Apr 01, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 52,955 | 10,163 | 0.63% | 0.61% | 463 | +3,334 | 6.72% | Q1 2026 | Apr 27, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 52,728 | 10,122 | 1.84% | 1.74% | 464 | +966 | 1.87% | Q1 2026 | May 11, 2026 |
| GRANVILLE CAPITAL, INC. | History | Added to | 52,518 | 10,079 | 5.27% | 4.87% | 465 | +4,566 | 9.52% | Q1 2026 | May 11, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 52,437 | 10,063 | 0.18% | 0.17% | 466 | +1,967 | 3.9% | Q1 2026 | Apr 10, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 52,415 | 10,059 | 2.64% | 2.37% | 467 | -1,385 | -2.57% | Q1 2026 | May 11, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 52,278 | 10,033 | 0.55% | 0.53% | 468 | -163 | -0.31% | Q1 2026 | May 14, 2026 |
| Polar Asset Management Partners Inc. | History | New | 52,100 | 9,999 | 0.2% | — | 469 | +52,100 | New | Q1 2026 | May 15, 2026 |
| LMR Partners LLP | History | No change | 52,000 | 9,979 | 0.02% | 0.02% | 470 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lumbard & Kellner, LLC | History | Added to | 51,581 | 9,899 | 3.43% | 3.4% | 471 | +832 | 1.64% | Q1 2026 | May 15, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 51,435 | 9,871 | 6.07% | 6.2% | 472 | +907 | 1.8% | Q1 2026 | Apr 21, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 50,978 | 9,783 | 0.22% | 0.19% | 473 | +6,208 | 13.87% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 50,594 | 9,710 | 0.43% | 1.01% | 474 | -61,032 | -54.68% | Q1 2026 | Apr 28, 2026 |
| Operose Advisors LLC | History | Added to | 50,348 | 9,662 | 2.24% | 0.05% | 475 | +49,196 | 4270.49% | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Added to | 50,285 | 9,650 | 0.12% | 0.11% | 476 | +247 | 0.49% | Q1 2026 | May 06, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 50,096 | 9,614 | 0.11% | 0.09% | 477 | +6,206 | 14.14% | Q1 2026 | May 13, 2026 |
| JBF Capital, Inc. | History | No change | 50,000 | 9,596 | 1.42% | 1.38% | 478 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BW Gestao de Investimentos Ltda. | History | Reduced | 49,778 | 9,553 | 0.32% | 6.48% | 479 | -1,449,322 | -96.68% | Q1 2026 | Apr 28, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Reduced | 49,770 | 9,551 | 1.2% | 1.37% | 480 | -2,076 | -4.0% | Q1 2026 | Apr 16, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Reduced | 49,645 | 9,527 | 7.05% | 7.05% | 481 | -236 | -0.47% | Q1 2026 | May 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 49,581 | 9,515 | 1.37% | 1.39% | 482 | -77 | -0.16% | Q1 2026 | May 11, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Reduced | 49,541 | 9,508 | 0.34% | 0.37% | 483 | -3,456 | -6.52% | Q1 2026 | Apr 24, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Reduced | 49,407 | 9,482 | 0.65% | 0.65% | 484 | -268 | -0.54% | Q1 2026 | May 13, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 49,184 | 9,439 | 0.46% | 0.43% | 485 | +2,715 | 5.84% | Q1 2026 | May 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 49,099 | 9,423 | 0.09% | 0.12% | 486 | -694 | -1.39% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 49,067 | 9,417 | 0.17% | 0.17% | 487 | +853 | 1.77% | Q1 2026 | May 07, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 49,031 | 9,411 | 0.09% | 0.12% | 488 | -6,942 | -12.4% | Q1 2026 | May 12, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | Added to | 48,912 | 9,387 | 1.36% | 1.23% | 489 | +2,073 | 4.43% | Q1 2026 | May 15, 2026 |
| Procyon Advisors, LLC | History | Added to | 48,650 | 9,336 | 0.46% | 0.38% | 490 | +8,250 | 20.42% | Q1 2026 | May 04, 2026 |
| Ironwood Financial, llc | History | Added to | 48,561 | 9,319 | 1.63% | 1.54% | 491 | +2,546 | 5.53% | Q1 2026 | Apr 16, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Added to | 48,469 | 9,302 | 5.69% | 5.43% | 492 | +878 | 1.84% | Q1 2026 | May 15, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | New | 48,287 | 9,267 | 0.25% | — | 493 | +48,287 | New | Q1 2026 | Apr 28, 2026 |
| New Insight Wealth Advisors | History | Reduced | 48,008 | 9,213 | 3.3% | 3.55% | 494 | -3,890 | -7.5% | Q1 2026 | May 07, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 47,897 | 9,192 | 3.66% | 3.67% | 495 | +1,467 | 3.16% | Q1 2026 | Apr 21, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 47,784 | 9,170 | 1.06% | 1.25% | 496 | -4,789 | -9.11% | Q1 2026 | May 08, 2026 |
| HighPoint Advisor Group LLC | History | New | 47,711 | 9,156 | 0.38% | — | 497 | +47,711 | New | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 47,559 | 9,127 | 0.0% | 0.0% | 498 | +40,546 | 578.15% | Q1 2026 | May 13, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 47,535 | 9,110 | 4.24% | 4.24% | 499 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Private Wealth Group, LLC | History | Added to | 47,149 | 9,048 | 4.22% | 4.17% | 500 | +1,789 | 3.94% | Q1 2026 | Apr 23, 2026 |
| Ruggaard & Associates LLC | History | No change | 47,050 | 9,012 | 3.55% | 3.55% | 501 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| DeDora Capital, Inc. | History | Reduced | 46,538 | 8,931 | 2.19% | 2.16% | 502 | -1,035 | -2.18% | Q1 2026 | Apr 27, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | New | 46,495 | 8,923 | 0.39% | — | 503 | +46,495 | New | Q1 2026 | May 06, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 46,399 | 8,904 | 0.47% | 0.72% | 504 | -39,148 | -45.76% | Q1 2026 | Apr 28, 2026 |
| One Capital Management, LLC | History | Added to | 46,338 | 8,893 | 0.24% | 0.12% | 505 | +25,978 | 127.59% | Q1 2026 | May 12, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 46,289 | 8,883 | 0.37% | 0.4% | 506 | -2,247 | -4.63% | Q1 2026 | Apr 30, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 46,041 | 8,836 | 0.46% | 0.43% | 507 | +3,389 | 7.95% | Q1 2026 | Apr 15, 2026 |
| Composition Wealth, LLC | History | Added to | 46,022 | 8,832 | 0.12% | 0.04% | 508 | +30,031 | 187.8% | Q1 2026 | Apr 08, 2026 |
| RFP Financial Group LLC | History | Reduced | 46,015 | 8,831 | 4.8% | 9.43% | 509 | -56,761 | -55.23% | Q1 2026 | May 13, 2026 |
| Galaxy Group Investments LLC | History | No change | 46,040 | 8,819 | 1.05% | 1.05% | 510 | 0 | 0.0% | Q4 2025 | Mar 23, 2026 |
| E&G Advisors, LP | History | Added to | 45,795 | 8,788 | 1.96% | 1.84% | 511 | +2,778 | 6.46% | Q1 2026 | Apr 21, 2026 |
| Firestone Capital Management | History | Reduced | 45,637 | 8,758 | 1.82% | 1.88% | 512 | -520 | -1.13% | Q1 2026 | May 08, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | Reduced | 45,622 | 8,755 | 4.75% | 3.97% | 513 | -108 | -0.24% | Q1 2026 | May 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 45,539 | 8,739 | 0.46% | 0.47% | 514 | +861 | 1.93% | Q1 2026 | May 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 45,508 | 8,734 | 0.29% | 0.27% | 515 | +2,618 | 6.1% | Q1 2026 | May 14, 2026 |
| TigerOak Management, L.L.C. | History | Added to | 45,303 | 8,694 | 2.74% | 2.6% | 516 | +716 | 1.61% | Q1 2026 | Apr 21, 2026 |
| BOKF, NA | History | Added to | 45,208 | 8,676 | 0.13% | 0.1% | 517 | +11,635 | 34.66% | Q1 2026 | May 08, 2026 |
| Stelac Advisory Services LLC | History | Added to | 45,177 | 8,670 | 1.75% | 2.91% | 518 | +2,246 | 5.23% | Q1 2026 | May 08, 2026 |
| Diesslin Group, Inc. | History | Added to | 45,115 | 8,658 | 3.9% | 3.36% | 519 | +934 | 2.11% | Q1 2026 | Apr 21, 2026 |
| Round Rock Advisors LLC | History | Added to | 45,026 | 8,641 | 1.32% | 1.29% | 520 | +117 | 0.26% | Q1 2026 | May 15, 2026 |
| Fire Capital Management LLC | History | Added to | 44,876 | 8,612 | 4.03% | 3.59% | 521 | +7,268 | 19.33% | Q1 2026 | May 08, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 44,749 | 8,588 | 4.14% | 4.17% | 522 | +386 | 0.87% | Q1 2026 | May 08, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 44,603 | 8,544 | 12.94% | 12.94% | 523 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 44,457 | 8,532 | 1.35% | — | 524 | +44,457 | New | Q1 2026 | Apr 09, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 44,338 | 8,509 | 0.16% | 0.17% | 525 | -1,177 | -2.59% | Q1 2026 | Apr 16, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 44,265 | 8,495 | 0.32% | 0.3% | 526 | -3,711 | -7.74% | Q1 2026 | Apr 21, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 43,979 | 8,440 | 0.39% | 0.37% | 527 | +8,714 | 24.71% | Q1 2026 | Apr 15, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | New | 43,942 | 8,433 | 2.82% | — | 528 | +43,942 | New | Q1 2026 | Apr 14, 2026 |
| CMG Global Holdings, LLC | History | Added to | 43,636 | 8,374 | 3.99% | 3.46% | 529 | +4,756 | 12.23% | Q1 2026 | May 01, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 43,523 | 8,352 | 2.71% | 2.07% | 530 | +9,617 | 28.36% | Q1 2026 | Apr 21, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 43,402 | 8,329 | 0.01% | 0.01% | 531 | +5,704 | 15.13% | Q1 2026 | May 12, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 43,282 | 8,306 | 1.34% | 4.73% | 532 | -108,706 | -71.52% | Q1 2026 | Apr 15, 2026 |
| Choate Investment Advisors | History | Reduced | 43,206 | 8,292 | 0.16% | 0.18% | 533 | -5,437 | -11.18% | Q1 2026 | May 13, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 42,833 | 8,220 | 1.96% | 5.19% | 534 | -78,161 | -64.6% | Q1 2026 | Apr 20, 2026 |
| Nicollet Investment Management, Inc. | History | Reduced | 42,696 | 8,194 | 2.81% | 2.66% | 535 | -1,247 | -2.84% | Q1 2026 | May 13, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 42,648 | 8,184 | 0.46% | 0.02% | 536 | +41,074 | 2609.53% | Q1 2026 | Apr 29, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Reduced | 42,458 | 8,148 | 6.18% | 6.8% | 537 | -6,595 | -13.44% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Reduced | 42,369 | 8,131 | 0.03% | 0.03% | 538 | -1,828 | -4.14% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Added to | 42,052 | 8,070 | 0.17% | 0.16% | 539 | +1,448 | 3.57% | Q1 2026 | May 15, 2026 |
| Navalign, LLC | History | Added to | 42,051 | 8,070 | 2.04% | 1.95% | 540 | +479 | 1.15% | Q1 2026 | Apr 29, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | No change | 41,532 | 7,970 | 0.29% | 0.24% | 541 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 41,205 | 7,908 | 0.11% | 0.11% | 542 | -2,532 | -5.79% | Q1 2026 | May 01, 2026 |
| Interval Partners, LP | History | New | 41,105 | 7,888 | 0.21% | — | 543 | +41,105 | New | Q1 2026 | May 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 41,032 | 7,874 | 0.63% | 0.28% | 544 | +22,398 | 120.2% | Q1 2026 | May 13, 2026 |
| Mendota Financial Group, LLC | History | Reduced | 41,005 | 7,869 | 5.83% | 6.83% | 545 | -7,988 | -16.3% | Q1 2026 | Apr 16, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 40,934 | 7,855 | 0.25% | 0.24% | 546 | +1,113 | 2.8% | Q1 2026 | Apr 08, 2026 |
| LCW Services, LLC | History | Reduced | 40,844 | 7,838 | 3.89% | 4.28% | 547 | -1,119 | -2.67% | Q1 2026 | Apr 27, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 40,644 | 7,800 | 3.42% | 2.1% | 548 | +14,503 | 55.48% | Q1 2026 | May 05, 2026 |
| Fluent Financial, LLC | History | Added to | 39,131 | 7,780 | 2.85% | 2.83% | 549 | +342 | 0.88% | Q1 2026 | Apr 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 40,505 | 7,773 | 0.04% | 0.02% | 550 | +24,690 | 156.12% | Q1 2026 | May 15, 2026 |
| Ayalon Insurance Comp Ltd. | History | New | 40,178 | 7,711 | 1.58% | — | 551 | +40,178 | New | Q1 2026 | Apr 13, 2026 |
| Alexis Investment Partners, LLC | History | Added to | 40,913 | 7,694 | 5.3% | 2.68% | 552 | +3,621 | 9.71% | Q1 2026 | Apr 24, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 39,816 | 7,641 | 0.26% | 0.16% | 553 | +3,006 | 8.17% | Q1 2026 | Apr 23, 2026 |
| Curbstone Financial Management Corp | History | Added to | 39,467 | 7,574 | 1.45% | 1.41% | 554 | +1,110 | 2.89% | Q1 2026 | Apr 15, 2026 |
| Black Diamond Financial, LLC | History | Added to | 39,444 | 7,570 | 0.83% | 0.68% | 555 | +6,000 | 17.94% | Q1 2026 | May 05, 2026 |
| Lantern Wealth Advisors, LLC | History | Reduced | 39,348 | 7,551 | 3.87% | 4.01% | 556 | -1 | -0.0% | Q1 2026 | May 13, 2026 |
| Luken Investment Analytics, LLC | History | Reduced | 39,170 | 7,517 | 2.88% | 3.61% | 557 | -8,549 | -17.92% | Q1 2026 | May 12, 2026 |
| FIRST HORIZON CORP | History | Added to | 38,899 | 7,465 | 0.31% | 0.17% | 558 | +18,545 | 91.11% | Q1 2026 | Apr 30, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 38,713 | 7,429 | 2.43% | 2.34% | 559 | +1,144 | 3.05% | Q1 2026 | Apr 10, 2026 |
| BCWM, LLC | History | Reduced | 38,691 | 7,425 | 2.1% | 2.61% | 560 | -6,754 | -14.86% | Q1 2026 | May 14, 2026 |
| Members Trust Co | History | Reduced | 38,333 | 7,356 | 0.24% | 0.28% | 561 | -6,609 | -14.71% | Q1 2026 | May 04, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 38,282 | 7,347 | 2.47% | 2.44% | 562 | -140 | -0.36% | Q1 2026 | May 13, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Added to | 38,217 | 7,334 | 0.03% | 0.03% | 563 | +8,000 | 26.48% | Q1 2026 | May 14, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 38,081 | 7,308 | 0.75% | 0.9% | 564 | -6,050 | -13.71% | Q1 2026 | May 15, 2026 |
| Hilltop National Bank | History | Added to | 38,025 | 7,297 | 1.74% | 0.98% | 565 | +16,881 | 79.84% | Q1 2026 | Apr 02, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 37,994 | 7,291 | 0.29% | 0.28% | 566 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Magnus Financial Group LLC | History | Reduced | 37,958 | 7,284 | 0.59% | 0.58% | 567 | -1,630 | -4.12% | Q1 2026 | Apr 10, 2026 |
| Lakeshore Financial Planning, Inc. | History | Added to | 37,955 | 7,284 | 2.64% | 2.6% | 568 | +16 | 0.04% | Q1 2026 | May 07, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 37,762 | 7,247 | 1.24% | 1.49% | 569 | +4,410 | 13.22% | Q1 2026 | Apr 09, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 37,622 | 7,220 | 0.3% | 0.31% | 570 | -1,798 | -4.56% | Q1 2026 | May 12, 2026 |
| Diversified Trust Co | History | Added to | 37,532 | 7,203 | 0.13% | 0.11% | 571 | +6,472 | 20.84% | Q1 2026 | Apr 16, 2026 |
| Mutual Advisors, LLC | History | Added to | 37,406 | 7,178 | 0.15% | 0.12% | 572 | +9,299 | 33.08% | Q1 2026 | May 01, 2026 |
| McHugh Group, LLC | History | Added to | 37,379 | 7,173 | 4.25% | 3.74% | 573 | +3,026 | 8.81% | Q1 2026 | Apr 17, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Added to | 37,090 | 7,118 | 5.37% | 5.06% | 574 | +2,451 | 7.08% | Q1 2026 | May 15, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Reduced | 37,024 | 7,105 | 1.57% | 1.49% | 575 | -81 | -0.22% | Q1 2026 | Apr 15, 2026 |
| PMG Wealth Management, Inc. | History | Added to | 37,003 | 7,101 | 5.12% | 4.94% | 576 | +1,781 | 5.06% | Q1 2026 | Apr 17, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 36,798 | 7,062 | 1.21% | 1.2% | 577 | -147 | -0.4% | Q1 2026 | May 04, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 36,675 | 7,038 | 0.1% | 0.09% | 578 | +3,387 | 10.17% | Q1 2026 | May 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 36,553 | 7,015 | 0.09% | 0.09% | 579 | +2,529 | 7.43% | Q1 2026 | Apr 23, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 36,546 | 7,013 | 2.82% | 2.82% | 580 | +599 | 1.67% | Q1 2026 | Apr 23, 2026 |
| Ehrenkranz Partners L.P. | History | Added to | 35,785 | 6,867 | 5.43% | 6.69% | 581 | +4,940 | 16.02% | Q1 2026 | May 15, 2026 |
| Haverford Trust Co | History | Reduced | 35,743 | 6,859 | 0.06% | 0.06% | 582 | -469 | -1.3% | Q1 2026 | May 11, 2026 |
| Arkos Global Advisors | History | Added to | 35,712 | 6,854 | 0.86% | 0.81% | 583 | +2,754 | 8.36% | Q1 2026 | May 13, 2026 |
| Vontobel Holding Ltd. | History | Added to | 35,548 | 6,822 | 0.02% | 0.02% | 584 | +10,409 | 41.41% | Q1 2026 | May 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 35,400 | 6,793 | 0.08% | 0.08% | 585 | +3,054 | 9.44% | Q1 2026 | May 11, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 35,356 | 6,785 | 1.88% | 1.08% | 586 | +15,248 | 75.83% | Q1 2026 | May 12, 2026 |
| Birch Hill Investment Advisors LLC | History | Added to | 35,272 | 6,769 | 0.3% | 0.23% | 587 | +6,305 | 21.77% | Q1 2026 | Apr 29, 2026 |
| Left Brain Wealth Management, LLC | History | New | 35,223 | 6,759 | 2.65% | — | 589 | +35,223 | New | Q1 2026 | Apr 30, 2026 |
| ATWOOD & PALMER INC | History | Reduced | 35,223 | 6,759 | 0.38% | 0.46% | 588 | -7,052 | -16.68% | Q1 2026 | Apr 15, 2026 |
| Curi Capital, LLC | History | Added to | 35,075 | 6,731 | 0.12% | 0.07% | 590 | +13,232 | 60.58% | Q1 2026 | May 15, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 35,050 | 6,726 | 0.02% | 0.01% | 591 | +18,870 | 116.63% | Q1 2026 | May 05, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 34,900 | 6,698 | 0.09% | 0.01% | 592 | +31,900 | 1063.33% | Q1 2026 | May 15, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 34,877 | 6,693 | 3.1% | 3.08% | 593 | +28 | 0.08% | Q1 2026 | May 05, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 34,684 | 6,656 | 0.77% | 0.6% | 594 | +11,914 | 52.32% | Q1 2026 | May 15, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 34,558 | 6,632 | 0.03% | 0.03% | 595 | -17 | -0.05% | Q1 2026 | May 07, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 34,546 | 6,630 | 0.98% | 1.15% | 596 | -4,939 | -12.51% | Q1 2026 | May 11, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 34,446 | 6,610 | 4.43% | 4.61% | 597 | -1,002 | -2.83% | Q1 2026 | Apr 29, 2026 |
| Modus Advisors, LLC | History | Added to | 34,426 | 6,607 | 1.82% | 1.72% | 598 | +352 | 1.03% | Q1 2026 | May 04, 2026 |
| CapWealth Advisors, LLC | History | Reduced | 34,106 | 6,545 | 0.49% | 0.47% | 599 | -1,701 | -4.75% | Q1 2026 | May 05, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 34,095 | 6,543 | 2.51% | 2.4% | 600 | +639 | 1.91% | Q1 2026 | May 12, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 34,090 | 6,542 | 0.8% | 0.76% | 601 | +1,093 | 3.31% | Q1 2026 | May 05, 2026 |
| Black Maple Capital Management LP | History | Reduced | 34,050 | 6,534 | 3.64% | 4.7% | 602 | -1,000 | -2.85% | Q1 2026 | May 15, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 34,018 | 6,528 | 2.63% | 2.55% | 603 | -983 | -2.81% | Q1 2026 | May 13, 2026 |
| Permanens Capital L.P. | History | New | 34,000 | 6,525 | 0.84% | — | 604 | +34,000 | New | Q1 2026 | May 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 33,692 | 6,466 | 1.37% | 1.33% | 605 | +689 | 2.09% | Q1 2026 | May 05, 2026 |
| FCA CORP /TX | History | Reduced | 33,662 | 6,460 | 1.82% | 1.82% | 606 | -37 | -0.11% | Q1 2026 | May 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 33,621 | 6,452 | 0.39% | 0.37% | 607 | +1,048 | 3.22% | Q1 2026 | May 12, 2026 |
| Marex Group plc | History | Added to | 33,551 | 6,439 | 0.04% | 0.0% | 608 | +30,382 | 958.73% | Q1 2026 | May 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 33,518 | 6,432 | 0.22% | 0.23% | 609 | -133 | -0.4% | Q1 2026 | Apr 17, 2026 |
| Balefire, LLC | History | Reduced | 33,375 | 6,405 | 1.21% | 1.26% | 610 | -294 | -0.87% | Q1 2026 | May 07, 2026 |
| Vantage Financial Partners, LLC | History | No change | 33,319 | 6,382 | 1.3% | 1.3% | 611 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Added to | 33,245 | 6,380 | 1.02% | 0.91% | 612 | +2,925 | 9.65% | Q1 2026 | May 15, 2026 |
| GWN SECURITIES INC. | History | Added to | 33,021 | 6,337 | 1.21% | 1.12% | 613 | +4,203 | 14.58% | Q1 2026 | May 14, 2026 |
| Wealth Care LLC | History | New | 32,781 | 6,291 | 5.59% | — | 614 | +32,781 | New | Q1 2026 | Apr 24, 2026 |
| Park Place Capital Corp | History | Reduced | 32,725 | 6,280 | 1.26% | 3.13% | 615 | -45,779 | -58.31% | Q1 2026 | Apr 09, 2026 |
| Global Retirement Partners, LLC | History | No change | 32,452 | 6,216 | 0.11% | 0.11% | 616 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | New | 32,301 | 6,199 | 2.6% | — | 618 | +32,301 | New | Q1 2026 | Apr 29, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Added to | 32,304 | 6,199 | 2.57% | 2.33% | 617 | +2,351 | 7.85% | Q1 2026 | May 06, 2026 |
| Abundance Wealth Counselors | History | Added to | 32,226 | 6,184 | 0.89% | 1.0% | 619 | +1,339 | 4.34% | Q1 2026 | Apr 22, 2026 |
| Stone Summit Wealth LLC | History | Added to | 32,102 | 6,161 | 1.71% | 1.64% | 620 | +471 | 1.49% | Q1 2026 | Apr 22, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 32,094 | 6,159 | 2.86% | 2.35% | 621 | +3,727 | 13.14% | Q1 2026 | May 04, 2026 |
| BigSur Wealth Management LLC | History | Added to | 32,039 | 6,148 | 1.72% | 0.94% | 622 | +11,755 | 57.95% | Q1 2026 | Apr 22, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 32,035 | 6,148 | 0.78% | 0.8% | 623 | -1,966 | -5.78% | Q1 2026 | Apr 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 31,973 | 6,136 | 0.16% | 0.14% | 624 | +4,527 | 16.49% | Q1 2026 | May 14, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 31,952 | 6,132 | 1.34% | 1.37% | 625 | -457 | -1.41% | Q1 2026 | May 11, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 31,929 | 6,127 | 0.43% | 0.35% | 626 | +7,390 | 30.12% | Q1 2026 | May 14, 2026 |
| Well Done, LLC | History | Reduced | 31,871 | 6,116 | 0.9% | 1.05% | 627 | -4,683 | -12.81% | Q1 2026 | Apr 14, 2026 |
| Azimuth Capital Investment Management LLC | History | Added to | 31,809 | 6,104 | 0.23% | 0.21% | 628 | +1,584 | 5.24% | Q1 2026 | May 12, 2026 |
| KLCM Advisors, Inc. | History | Added to | 31,798 | 6,102 | 0.51% | 0.52% | 629 | +441 | 1.41% | Q1 2026 | Apr 30, 2026 |
| Spire Wealth Management | History | Added to | 31,778 | 6,098 | 0.21% | 0.12% | 630 | +13,277 | 71.76% | Q1 2026 | Apr 22, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 31,716 | 6,086 | 1.22% | 1.24% | 631 | +727 | 2.35% | Q1 2026 | Apr 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 31,646 | 6,073 | 0.08% | 0.06% | 632 | +10,296 | 48.22% | Q1 2026 | May 12, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 31,578 | 6,060 | 1.42% | 1.01% | 633 | +8,682 | 37.92% | Q1 2026 | May 08, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 31,558 | 6,056 | 1.42% | 1.44% | 634 | +216 | 0.69% | Q1 2026 | May 07, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 31,484 | 6,042 | 0.23% | 0.22% | 635 | +134 | 0.43% | Q1 2026 | May 12, 2026 |
| PCM Encore, LLC | History | Added to | 31,462 | 6,038 | 1.24% | 1.1% | 636 | +4,385 | 16.19% | Q1 2026 | May 12, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 31,306 | 6,008 | 1.13% | 0.98% | 637 | +4,360 | 16.18% | Q1 2026 | Apr 13, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Added to | 31,297 | 6,006 | 1.66% | 1.63% | 638 | +447 | 1.45% | Q1 2026 | May 08, 2026 |
| Wealthfront Advisers LLC | History | Added to | 31,185 | 5,985 | 0.01% | 0.01% | 639 | +4,233 | 15.71% | Q1 2026 | May 05, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 31,097 | 5,968 | 0.2% | 0.1% | 640 | +15,419 | 98.35% | Q1 2026 | Apr 22, 2026 |
| Gainplan LLC | History | New | 31,068 | 5,962 | 4.47% | — | 641 | +31,068 | New | Q1 2026 | Apr 08, 2026 |
| Elgethun Capital Management | History | Added to | 31,052 | 5,959 | 0.99% | 1.0% | 642 | +715 | 2.36% | Q1 2026 | May 14, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 30,982 | 5,946 | 0.41% | 0.39% | 643 | +1,081 | 3.62% | Q1 2026 | May 05, 2026 |
| Financial Enhancement Group LLC | History | Added to | 29,232 | 5,938 | 0.74% | 0.46% | 644 | +11,310 | 63.11% | Q1 2026 | Apr 20, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 30,757 | 5,902 | 0.21% | 0.21% | 646 | -1,056 | -3.32% | Q1 2026 | Apr 14, 2026 |
| Simmons Bank | History | Reduced | 30,753 | 5,902 | 0.4% | 0.4% | 645 | -112 | -0.36% | Q1 2026 | Apr 23, 2026 |
| GENERAL AMERICAN INVESTORS CO INC | History | No change | 30,611 | 5,874 | 0.39% | 0.33% | 647 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 30,542 | 5,861 | 0.73% | 0.75% | 648 | -842 | -2.68% | Q1 2026 | Apr 16, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 30,510 | 5,855 | 1.95% | 1.78% | 649 | +294 | 0.97% | Q1 2026 | May 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 29,542 | 5,851 | 0.33% | 0.26% | 650 | +6,513 | 28.28% | Q1 2026 | Apr 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 30,470 | 5,847 | 0.0% | 0.01% | 651 | +10,479 | 52.42% | Q1 2026 | May 04, 2026 |
| Great Diamond Partners, LLC | History | Added to | 30,415 | 5,837 | 1.12% | 1.1% | 652 | +440 | 1.47% | Q1 2026 | May 12, 2026 |
| Crumly & Associates Inc. | History | Reduced | 30,401 | 5,834 | 1.23% | 1.51% | 653 | -7,111 | -18.96% | Q1 2026 | Apr 02, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 30,377 | 5,829 | 0.96% | 0.92% | 654 | +1,853 | 6.5% | Q1 2026 | Apr 29, 2026 |
| Verition Fund Management LLC | History | Reduced | 30,196 | 5,795 | 0.04% | 0.04% | 655 | -28,648 | -48.68% | Q1 2026 | May 15, 2026 |
| WealthShield Partners, LLC | History | Reduced | 30,150 | 5,786 | 0.64% | 0.69% | 656 | -2,527 | -7.73% | Q1 2026 | May 01, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 30,085 | 5,773 | 0.15% | 0.15% | 657 | +638 | 2.17% | Q1 2026 | Apr 07, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 29,979 | 5,753 | 1.03% | 0.95% | 658 | +2,465 | 8.96% | Q1 2026 | Apr 29, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 29,908 | 5,740 | 1.41% | 1.37% | 659 | +1,036 | 3.59% | Q1 2026 | Apr 22, 2026 |
| Maxi Investments CY Ltd | History | New | 29,825 | 5,724 | 1.25% | — | 661 | +29,825 | New | Q1 2026 | May 14, 2026 |
| MLP3, LLC | History | Added to | 29,829 | 5,724 | 6.31% | 5.78% | 660 | +2,197 | 7.95% | Q1 2026 | Apr 13, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 29,556 | 5,672 | 1.09% | 1.13% | 662 | +189 | 0.64% | Q1 2026 | May 07, 2026 |
| TCP Asset Management, LLC | History | New | 29,437 | 5,649 | 0.73% | — | 663 | +29,437 | New | Q1 2026 | Apr 10, 2026 |
| CRA Financial Services, LLC | History | Added to | 29,430 | 5,648 | 0.73% | 0.74% | 664 | +105 | 0.36% | Q1 2026 | Apr 09, 2026 |
| HBK INVESTMENTS L P | History | No change | 29,400 | 5,642 | 0.06% | 0.04% | 665 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Phoenix Wealth Advisors | History | Added to | 29,324 | 5,627 | 2.22% | 2.09% | 666 | +946 | 3.33% | Q1 2026 | Apr 22, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 29,282 | 5,619 | 0.37% | 0.3% | 667 | +4,302 | 17.22% | Q1 2026 | Apr 27, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 29,267 | 5,616 | 0.72% | 0.7% | 668 | +2,674 | 10.06% | Q1 2026 | Apr 27, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 29,147 | 5,593 | 2.0% | 1.82% | 669 | +2,746 | 10.4% | Q1 2026 | May 14, 2026 |
| Orion Capital Management LLC | History | Added to | 28,971 | 5,560 | 1.92% | 1.73% | 670 | +2,033 | 7.55% | Q1 2026 | May 14, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 28,837 | 5,547 | 1.22% | 1.26% | 671 | -882 | -2.97% | Q1 2026 | May 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 28,809 | 5,529 | 0.09% | 0.03% | 672 | +18,972 | 192.86% | Q1 2026 | May 15, 2026 |
| Delta Wealth Advisors LLC | History | Added to | 28,730 | 5,513 | 4.2% | 4.57% | 673 | +257 | 0.9% | Q1 2026 | Apr 21, 2026 |
| SWISS RE LTD | History | New | 28,500 | 5,469 | 33.42% | — | 674 | +28,500 | New | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 28,481 | 5,466 | 0.03% | 0.03% | 675 | +3,109 | 12.25% | Q1 2026 | May 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 28,436 | 5,457 | 0.09% | 0.1% | 676 | -1,505 | -5.03% | Q1 2026 | Apr 22, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 28,203 | 5,412 | 0.79% | 0.81% | 677 | +1,023 | 3.76% | Q1 2026 | Apr 24, 2026 |
| Empowered Funds, LLC | History | Reduced | 28,119 | 5,396 | 0.03% | 0.09% | 678 | -750 | -2.6% | Q1 2026 | May 14, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 28,105 | 5,393 | 0.57% | 0.48% | 679 | +4,109 | 17.12% | Q1 2026 | May 07, 2026 |
| Caprock Group, LLC | History | Reduced | 28,067 | 5,386 | 0.13% | 0.12% | 680 | -559 | -1.95% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Reduced | 27,913 | 5,356 | 2.63% | 2.98% | 681 | -3,176 | -10.22% | Q1 2026 | Apr 14, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 26,245 | 5,351 | 1.92% | 2.1% | 682 | -584 | -2.18% | Q1 2026 | May 08, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Added to | 27,820 | 5,339 | 0.94% | 0.93% | 683 | +5,246 | 23.24% | Q1 2026 | Apr 28, 2026 |
| Waycross Investment Management Co | History | Added to | 27,811 | 5,337 | 5.1% | 0.51% | 684 | +24,764 | 812.73% | Q1 2026 | Apr 13, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | Added to | 27,623 | 5,301 | 1.9% | 1.71% | 685 | +2,923 | 11.83% | Q1 2026 | May 05, 2026 |
| Bison Wealth, LLC | History | Added to | 26,093 | 5,294 | 0.51% | 0.56% | 686 | +145 | 0.56% | Q1 2026 | May 15, 2026 |
| Garner Asset Management Corp | History | Added to | 27,580 | 5,293 | 2.08% | 1.69% | 687 | +4,626 | 20.15% | Q1 2026 | Apr 28, 2026 |
| RVW Wealth, LLC | History | Reduced | 27,549 | 5,287 | 0.41% | 0.63% | 688 | -15,326 | -35.75% | Q1 2026 | Apr 08, 2026 |
| Nvest Wealth Strategies, Inc. | History | Added to | 27,527 | 5,282 | 3.7% | 3.36% | 689 | +3,594 | 15.02% | Q1 2026 | Apr 13, 2026 |
| Darrow Company, Inc. | History | Reduced | 27,484 | 5,274 | 2.37% | 2.37% | 690 | -32 | -0.12% | Q1 2026 | Apr 20, 2026 |
| Radnor Capital Management, LLC | History | Added to | 27,453 | 5,268 | 0.78% | 0.5% | 691 | +9,836 | 55.83% | Q1 2026 | Apr 15, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 27,437 | 5,265 | 1.27% | 1.26% | 692 | +313 | 1.15% | Q1 2026 | May 05, 2026 |
| Royal Harbor Partners, LLC | History | New | 27,385 | 5,255 | 1.78% | — | 693 | +27,385 | New | Q1 2026 | Apr 24, 2026 |
| AlTi Global, Inc. | History | Added to | 27,242 | 5,252 | 0.11% | 0.09% | 695 | +4,600 | 20.32% | Q1 2026 | May 07, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 27,369 | 5,252 | 0.51% | 0.45% | 694 | +2,400 | 9.61% | Q1 2026 | May 15, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Reduced | 27,168 | 5,214 | 2.5% | 2.44% | 696 | -13 | -0.05% | Q1 2026 | Apr 15, 2026 |
| Freedom Day Solutions, LLC | History | Added to | 27,158 | 5,212 | 1.4% | 1.19% | 697 | +4,238 | 18.49% | Q1 2026 | May 05, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 27,119 | 5,204 | 0.59% | 0.57% | 698 | +1,081 | 4.15% | Q1 2026 | Apr 21, 2026 |
| Gambit Capital Management, LLC | History | New | 27,097 | 5,200 | 3.58% | — | 699 | +27,097 | New | Q1 2026 | May 14, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 27,013 | 5,184 | 0.09% | 0.09% | 700 | +2,160 | 8.69% | Q1 2026 | May 14, 2026 |
| Sage Capital Management, LLC | History | Reduced | 26,880 | 5,163 | 2.43% | 2.44% | 701 | -613 | -2.23% | Q1 2026 | Apr 15, 2026 |
| Global Wealth Management, LLC | History | Reduced | 26,883 | 5,159 | 2.81% | 2.83% | 702 | -545 | -1.99% | Q1 2026 | Apr 16, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 26,810 | 5,145 | 0.33% | 0.29% | 703 | +3,242 | 13.76% | Q1 2026 | Apr 16, 2026 |
| Grange Capital, LLC | History | Added to | 26,780 | 5,139 | 5.12% | 4.91% | 704 | +75 | 0.28% | Q1 2026 | Apr 28, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Added to | 26,759 | 5,135 | 1.22% | 1.22% | 705 | +224 | 0.84% | Q1 2026 | Apr 28, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 26,623 | 5,109 | 1.61% | 1.59% | 706 | -90 | -0.34% | Q1 2026 | Apr 16, 2026 |
| Whitford Management LLC | History | New | 26,517 | 5,089 | 5.2% | — | 707 | +26,517 | New | Q1 2026 | May 15, 2026 |
| Bauman Advisory Group, LLC | History | New | 26,402 | 5,067 | 3.55% | — | 708 | +26,402 | New | Q1 2026 | May 06, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 26,084 | 5,006 | 1.28% | 1.31% | 709 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Reduced | 26,047 | 4,998 | 2.85% | 2.84% | 710 | -365 | -1.38% | Q1 2026 | Apr 09, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 25,916 | 4,973 | 0.31% | 0.31% | 711 | +1,863 | 7.75% | Q1 2026 | May 15, 2026 |
| SMART Wealth LLC | History | Added to | 25,864 | 4,963 | 1.45% | 1.13% | 712 | +6,462 | 33.31% | Q1 2026 | Apr 23, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 25,770 | 4,945 | 1.96% | 1.82% | 713 | +1,275 | 5.21% | Q1 2026 | May 14, 2026 |
| Sterling Capital Management LLC | History | Added to | 25,719 | 4,935 | 0.09% | 0.01% | 714 | +21,876 | 569.24% | Q1 2026 | Apr 22, 2026 |
| Krilogy Financial LLC | History | Reduced | 24,590 | 4,933 | 0.16% | 0.18% | 715 | -1,441 | -5.54% | Q1 2026 | Apr 17, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 25,741 | 4,932 | 0.03% | 0.01% | 716 | +16,792 | 187.64% | Q1 2026 | May 05, 2026 |
| River Wealth Advisors LLC | History | New | 25,619 | 4,916 | 0.56% | — | 718 | +25,619 | New | Q1 2026 | May 13, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 25,620 | 4,916 | 0.21% | 0.22% | 717 | -1,886 | -6.86% | Q1 2026 | May 08, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 25,610 | 4,915 | 0.14% | 0.11% | 719 | +6,366 | 33.08% | Q1 2026 | Apr 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 25,432 | 4,896 | 0.34% | 0.31% | 720 | +1,929 | 8.21% | Q1 2026 | May 01, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 25,489 | 4,891 | 0.77% | 0.76% | 721 | -163 | -0.64% | Q1 2026 | Apr 13, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 25,390 | 4,888 | 0.08% | 0.1% | 722 | -2,183 | -7.92% | Q1 2026 | May 14, 2026 |
| Catalina Capital Group, LLC | History | Added to | 25,243 | 4,844 | 2.89% | 2.82% | 723 | +993 | 4.09% | Q1 2026 | Apr 23, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 25,160 | 4,828 | 0.28% | 0.27% | 724 | +913 | 3.77% | Q1 2026 | Apr 30, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Added to | 25,065 | 4,810 | 1.53% | 1.47% | 725 | +469 | 1.91% | Q1 2026 | Apr 17, 2026 |
| Standard Family Office LLC | History | New | 25,040 | 4,805 | 4.96% | — | 726 | +25,040 | New | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 24,974 | 4,792 | 0.03% | 0.02% | 728 | +6,973 | 38.74% | Q1 2026 | May 13, 2026 |
| Roundview Capital LLC | History | Added to | 24,970 | 4,792 | 0.3% | 0.29% | 727 | +267 | 1.08% | Q1 2026 | May 08, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 24,863 | 4,771 | 0.78% | 0.77% | 729 | +304 | 1.24% | Q1 2026 | May 12, 2026 |
| CVFG LLC | History | Added to | 24,738 | 4,747 | 0.59% | 3.1% | 730 | +1,165 | 4.94% | Q1 2026 | Apr 29, 2026 |
| RMR Capital Management, LLC | History | Added to | 24,449 | 4,692 | 3.39% | 3.19% | 731 | +1,320 | 5.71% | Q1 2026 | May 20, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 24,429 | 4,688 | 2.75% | 2.71% | 732 | -123 | -0.5% | Q1 2026 | Apr 17, 2026 |
| Ascentis Independent Advisors | History | Added to | 24,425 | 4,687 | 0.35% | 0.26% | 733 | +16,013 | 190.36% | Q1 2026 | Apr 28, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 24,366 | 4,676 | 0.01% | 0.01% | 734 | -772 | -3.07% | Q1 2026 | May 15, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 24,214 | 4,647 | 1.23% | 1.23% | 735 | +536 | 2.26% | Q1 2026 | May 12, 2026 |
| INVESTMENT HOUSE LLC | History | Reduced | 24,109 | 4,626 | 0.24% | 0.28% | 736 | -6,982 | -22.46% | Q1 2026 | Apr 29, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 24,044 | 4,614 | 1.8% | 1.69% | 738 | +1,428 | 6.31% | Q1 2026 | Apr 21, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | Added to | 24,043 | 4,614 | 0.79% | 0.71% | 737 | +1,032 | 4.48% | Q1 2026 | Apr 16, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 24,502 | 4,608 | 0.29% | 0.19% | 739 | +2,530 | 11.51% | Q1 2026 | Apr 24, 2026 |
| Bulltick Wealth Management, LLC | History | Reduced | 23,994 | 4,604 | 1.02% | 1.24% | 740 | -6,435 | -21.15% | Q1 2026 | Apr 27, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Added to | 23,939 | 4,594 | 0.07% | 0.05% | 741 | +4,481 | 23.03% | Q1 2026 | May 13, 2026 |
| Evergreen Wealth Management, LLC | History | Added to | 23,649 | 4,538 | 2.34% | 1.7% | 742 | +5,984 | 33.87% | Q1 2026 | May 01, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 23,537 | 4,517 | 1.99% | 1.92% | 743 | +1,787 | 8.22% | Q1 2026 | May 15, 2026 |
| INKWELL CAPITAL LLC | History | Reduced | 23,525 | 4,514 | 4.6% | 5.85% | 744 | -6,555 | -21.79% | Q1 2026 | May 15, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 23,453 | 4,501 | 1.16% | 3.57% | 745 | -49,185 | -67.71% | Q1 2026 | Apr 08, 2026 |
| Cannell & Spears LLC | History | Reduced | 23,425 | 4,495 | 0.09% | 0.09% | 746 | -912 | -3.75% | Q1 2026 | May 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 23,447 | 4,491 | 0.22% | 0.21% | 747 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Cannon Advisors, Inc. | History | Added to | 23,387 | 4,488 | 3.33% | 3.22% | 748 | +433 | 1.89% | Q1 2026 | Apr 24, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 23,336 | 4,478 | 0.17% | 0.27% | 749 | -11,175 | -32.38% | Q1 2026 | May 07, 2026 |
| Belpointe Asset Management LLC | History | Added to | 23,208 | 4,454 | 0.16% | 0.09% | 750 | +10,514 | 82.83% | Q1 2026 | Apr 28, 2026 |
| CVS HEALTH Corp | History | New | 23,000 | 4,414 | 2.08% | — | 751 | +23,000 | New | Q1 2026 | May 07, 2026 |
| BAILARD, INC. | History | Added to | 22,906 | 4,396 | 0.1% | 0.09% | 752 | +717 | 3.23% | Q1 2026 | May 11, 2026 |
| SkyView Investment Advisors, LLC | History | Reduced | 22,825 | 4,381 | 0.59% | 0.67% | 753 | -5,000 | -17.97% | Q1 2026 | May 14, 2026 |
| Retireful, LLC | History | Reduced | 22,799 | 4,375 | 6.16% | 10.62% | 754 | -21,040 | -47.99% | Q1 2026 | Apr 15, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 22,753 | 4,366 | 0.83% | 0.91% | 755 | -389 | -1.68% | Q1 2026 | Apr 20, 2026 |
| Ironsides Asset Advisors, LLC | History | Added to | 22,647 | 4,346 | 1.09% | 1.09% | 756 | +176 | 0.78% | Q1 2026 | May 11, 2026 |
| Alta Wealth Advisors LLC | History | Reduced | 22,600 | 4,337 | 1.41% | 1.47% | 758 | -310 | -1.35% | Q1 2026 | May 04, 2026 |
| Gator Capital Management, LLC | History | Added to | 22,601 | 4,337 | 0.89% | 0.88% | 757 | +32 | 0.14% | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 22,562 | 4,330 | 0.09% | 0.09% | 759 | +177 | 0.79% | Q1 2026 | May 14, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 22,221 | 4,264 | 0.26% | 0.22% | 760 | +2,786 | 14.33% | Q1 2026 | May 01, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 22,106 | 4,242 | 0.43% | 0.37% | 761 | +2,840 | 14.74% | Q1 2026 | May 08, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 21,976 | 4,217 | 0.01% | 0.0% | 762 | +7,136 | 48.09% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Reduced | 21,952 | 4,212 | 0.05% | 0.06% | 763 | -5,815 | -20.94% | Q1 2026 | May 05, 2026 |
| BESSEMER GROUP INC | History | Added to | 21,929 | 4,209 | 0.01% | 0.0% | 764 | +5,912 | 36.91% | Q1 2026 | May 06, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 21,908 | 4,204 | 0.38% | 0.29% | 765 | -3,834 | -14.89% | Q1 2026 | May 14, 2026 |
| Sunpointe, LLC | History | Reduced | 21,894 | 4,201 | 1.38% | 1.52% | 766 | -2,006 | -8.39% | Q1 2026 | Apr 21, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 21,811 | 4,185 | 0.51% | — | 767 | +21,811 | New | Q1 2026 | Apr 08, 2026 |
| Costello Asset Management, INC | History | Reduced | 21,668 | 4,158 | 1.44% | 1.38% | 768 | -149 | -0.68% | Q1 2026 | Apr 30, 2026 |
| Hegarty Advisors, LLC | History | Reduced | 21,660 | 4,156 | 3.28% | 4.33% | 769 | -4,359 | -16.75% | Q1 2026 | Apr 30, 2026 |
| EQUITY INVESTMENT CORP | History | Added to | 21,639 | 4,152 | 0.08% | 0.08% | 770 | +92 | 0.43% | Q1 2026 | May 04, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 21,546 | 4,135 | 0.17% | 0.13% | 771 | +2,944 | 15.83% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Added to | 21,428 | 4,112 | 0.05% | 0.05% | 772 | +1,653 | 8.36% | Q1 2026 | May 01, 2026 |
| CEERA INVESTMENTS, LLC | History | Added to | 21,418 | 4,110 | 1.8% | 1.43% | 773 | +2,069 | 10.69% | Q1 2026 | May 06, 2026 |
| Wick Capital Partners, LLC | History | Added to | 25,563 | 4,104 | 0.75% | 0.67% | 774 | +6,112 | 31.42% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 21,356 | 4,098 | 0.07% | 0.07% | 775 | +1,026 | 5.05% | Q1 2026 | May 11, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 21,346 | 4,096 | 0.46% | 0.45% | 776 | +73 | 0.34% | Q1 2026 | Apr 16, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 21,310 | 4,089 | 0.52% | 0.51% | 777 | -225 | -1.04% | Q1 2026 | Apr 07, 2026 |
| Telos Capital Management, Inc. | History | Added to | 21,187 | 4,066 | 0.39% | 0.37% | 778 | +485 | 2.34% | Q1 2026 | Apr 16, 2026 |
| Keystone Financial Group | History | Added to | 21,169 | 4,064 | 0.28% | 0.28% | 779 | +1,425 | 7.22% | Q1 2026 | May 13, 2026 |
| VIAWEALTH, LLC | History | Added to | 21,137 | 4,056 | 2.26% | 2.24% | 780 | +372 | 1.79% | Q1 2026 | May 11, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Added to | 20,021 | 4,044 | 3.8% | 3.83% | 781 | +677 | 3.5% | Q1 2026 | Apr 27, 2026 |
| KPP Advisory Services LLC | History | Added to | 21,034 | 4,036 | 0.59% | 0.57% | 782 | +405 | 1.96% | Q1 2026 | Apr 24, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Reduced | 20,985 | 4,027 | 1.43% | 1.55% | 783 | -1,281 | -5.75% | Q1 2026 | Apr 15, 2026 |
| Edgestream Partners, L.P. | History | Added to | 20,950 | 4,020 | 0.13% | 0.1% | 784 | +2,024 | 10.69% | Q1 2026 | May 18, 2026 |
| ASPIRIANT, LLC | History | Added to | 20,936 | 4,018 | 0.11% | 0.1% | 785 | +2,940 | 16.34% | Q1 2026 | May 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 20,820 | 3,995 | 0.09% | 0.1% | 786 | -238 | -1.13% | Q1 2026 | May 11, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Added to | 20,781 | 3,988 | 1.1% | 1.13% | 787 | +188 | 0.91% | Q1 2026 | Apr 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 20,756 | 3,983 | 0.05% | 0.05% | 788 | -2,400 | -10.36% | Q1 2026 | May 08, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 20,738 | 3,980 | 1.52% | 1.63% | 789 | -643 | -3.01% | Q1 2026 | Apr 21, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 20,596 | 3,952 | 2.31% | 2.39% | 790 | -914 | -4.25% | Q1 2026 | May 11, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Reduced | 21,645 | 3,933 | 1.0% | 5.29% | 791 | -98,798 | -82.03% | Q1 2026 | May 08, 2026 |
| Calamos Advisors LLC | History | New | 20,431 | 3,921 | 0.01% | — | 793 | +20,431 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | No change | 20,431 | 3,921 | 0.13% | 0.13% | 792 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 20,408 | 3,916 | 0.37% | 0.41% | 794 | -2,572 | -11.19% | Q1 2026 | May 11, 2026 |
| GoalVest Advisory LLC | History | Added to | 20,390 | 3,913 | 0.76% | 0.01% | 795 | +20,201 | 10688.36% | Q1 2026 | Apr 13, 2026 |
| Legacy Capital Wealth Partners, LLC | History | New | 20,347 | 3,905 | 0.8% | — | 797 | +20,347 | New | Q1 2026 | May 15, 2026 |
| COWA, LLC | History | Added to | 20,351 | 3,905 | 1.05% | 1.1% | 796 | +1,456 | 7.71% | Q1 2026 | May 14, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 20,308 | 3,897 | 1.14% | 1.24% | 798 | -1,466 | -6.73% | Q1 2026 | Apr 30, 2026 |
| Second Line Capital, LLC | History | Reduced | 19,112 | 3,888 | 0.74% | 2.99% | 799 | -56,872 | -74.85% | Q1 2026 | May 14, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 20,245 | 3,885 | 2.12% | 2.19% | 800 | -735 | -3.5% | Q1 2026 | Apr 21, 2026 |
| Alphadyne Asset Management LP | History | New | 20,000 | 3,838 | 0.07% | — | 802 | +20,000 | New | Q1 2026 | May 15, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 20,000 | 3,838 | 0.14% | 0.13% | 801 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 19,964 | 3,831 | 0.32% | 0.33% | 803 | -355 | -1.75% | Q1 2026 | Apr 13, 2026 |
| LexAurum Advisors, LLC | History | New | 19,939 | 3,826 | 0.5% | — | 804 | +19,939 | New | Q1 2026 | Apr 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 19,807 | 3,801 | 0.01% | — | 805 | +19,807 | New | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 19,780 | 3,796 | 0.03% | 0.03% | 806 | -2,393 | -10.79% | Q1 2026 | May 12, 2026 |
| Battery Global Advisors, LLC | History | Added to | 19,744 | 3,789 | 2.04% | 0.0% | 807 | +19,733 | 179390.91% | Q1 2026 | May 14, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 19,701 | 3,781 | 0.21% | 0.25% | 808 | -2,300 | -10.45% | Q1 2026 | May 14, 2026 |
| NWAM LLC | History | Reduced | 19,668 | 3,774 | 0.22% | 0.22% | 809 | -361 | -1.8% | Q1 2026 | May 04, 2026 |
| Prostatis Group LLC | History | Reduced | 19,584 | 3,758 | 0.96% | 1.01% | 810 | -2,593 | -11.69% | Q1 2026 | May 12, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 19,493 | 3,741 | 1.33% | 0.53% | 811 | +11,677 | 149.4% | Q1 2026 | Apr 22, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 19,456 | 3,734 | 2.65% | 2.54% | 812 | +22 | 0.11% | Q1 2026 | May 08, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 19,363 | 3,716 | 0.21% | 0.22% | 813 | -395 | -2.0% | Q1 2026 | May 13, 2026 |
| BEARING POINT CAPITAL, LLC | History | Reduced | 19,177 | 3,680 | 0.58% | 0.7% | 814 | -4,085 | -17.56% | Q1 2026 | May 07, 2026 |
| Global Financial Private Client, LLC | History | Added to | 19,159 | 3,676 | 1.2% | 1.18% | 815 | +1,633 | 9.32% | Q1 2026 | Apr 20, 2026 |
| Strong Tower Advisory Services | History | Reduced | 19,134 | 3,672 | 0.69% | 1.19% | 816 | -15,467 | -44.7% | Q1 2026 | Apr 16, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 19,110 | 3,667 | 0.11% | 0.12% | 817 | -1,900 | -9.04% | Q1 2026 | Apr 24, 2026 |
| SHAPIRO CAPITAL MANAGEMENT LLC | History | Reduced | 19,025 | 3,651 | 0.23% | 0.75% | 818 | -55,075 | -74.33% | Q1 2026 | May 15, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Added to | 19,025 | 3,651 | 1.37% | 1.13% | 819 | +2,671 | 16.33% | Q1 2026 | May 18, 2026 |
| First PREMIER Bank | History | Reduced | 18,990 | 3,644 | 0.84% | 0.86% | 820 | -693 | -3.52% | Q1 2026 | Apr 20, 2026 |
| Marble Wealth, LLC | History | Reduced | 18,807 | 3,609 | 0.63% | 1.03% | 821 | -20,086 | -51.64% | Q1 2026 | May 14, 2026 |
| Financial Planning Hawaii, Inc. | History | Reduced | 18,725 | 3,593 | 2.12% | 2.16% | 822 | -862 | -4.4% | Q1 2026 | Apr 21, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 18,574 | 3,564 | 0.08% | 0.1% | 823 | +7,613 | 69.46% | Q1 2026 | Apr 27, 2026 |
| Martel Wealth Advisors LLC | History | Added to | 18,568 | 3,563 | 0.61% | 0.59% | 824 | +453 | 2.5% | Q1 2026 | May 01, 2026 |
| Regal Investment Advisors LLC | History | Added to | 18,478 | 3,546 | 0.2% | 0.2% | 825 | +1,349 | 7.88% | Q1 2026 | May 14, 2026 |
| Stonebridge Financial Group, LLC | History | New | 18,475 | 3,545 | 0.29% | — | 826 | +18,475 | New | Q1 2026 | Apr 08, 2026 |
| Investment Research Partners LLC | History | Added to | 18,457 | 3,542 | 1.44% | 1.39% | 827 | +1,609 | 9.55% | Q1 2026 | Apr 29, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 18,433 | 3,537 | 1.48% | 1.52% | 828 | -108 | -0.58% | Q1 2026 | Apr 21, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Added to | 17,322 | 3,520 | 1.86% | 1.44% | 829 | +1,500 | 9.48% | Q1 2026 | May 11, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 18,323 | 3,516 | 0.26% | 0.27% | 830 | +431 | 2.41% | Q1 2026 | May 15, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 18,306 | 3,513 | 0.27% | 0.28% | 831 | +375 | 2.09% | Q1 2026 | Apr 22, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 18,293 | 3,510 | 0.12% | 0.09% | 832 | +4,932 | 36.91% | Q1 2026 | May 06, 2026 |
| Oxbow Advisors, LLC | History | Reduced | 18,209 | 3,494 | 0.3% | 0.39% | 833 | -4,980 | -21.48% | Q1 2026 | Apr 27, 2026 |
| Lexington Hill Partners, LLC | History | Added to | 18,161 | 3,485 | 1.97% | 2.61% | 834 | +63 | 0.35% | Q1 2026 | Apr 16, 2026 |
| McAlister, Sweet & Associates, Inc. | History | Reduced | 18,142 | 3,481 | 2.17% | 18.37% | 835 | -21,238 | -53.93% | Q1 2026 | Apr 02, 2026 |
| Keystone Global Partners, LLC | History | Added to | 18,048 | 3,463 | 1.54% | 0.64% | 836 | +10,416 | 136.48% | Q1 2026 | Apr 24, 2026 |
| Wellington Shields Capital Management, LLC | History | Added to | 17,820 | 3,420 | 0.51% | 0.19% | 837 | +11,195 | 168.98% | Q1 2026 | May 04, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 17,746 | 3,405 | 0.25% | 0.25% | 838 | +259 | 1.48% | Q1 2026 | May 14, 2026 |
| BostonPremier Wealth LLC | History | Added to | 17,667 | 3,390 | 1.75% | 1.65% | 839 | +860 | 5.12% | Q1 2026 | Apr 10, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 17,653 | 3,387 | 1.01% | 0.48% | 840 | +9,609 | 119.46% | Q1 2026 | Apr 06, 2026 |
| Stegner Investment Associates Inc. | History | New | 17,631 | 3,383 | 1.85% | — | 841 | +17,631 | New | Q1 2026 | Apr 30, 2026 |
| Advisors Preferred, LLC | History | Reduced | 17,617 | 3,381 | 0.5% | 0.9% | 842 | -11,182 | -38.83% | Q1 2026 | May 05, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Reduced | 17,516 | 3,361 | 0.07% | 7.51% | 843 | -2,704,830 | -99.36% | Q1 2026 | May 15, 2026 |
| FourWorld Capital Management LLC | History | New | 17,500 | 3,358 | 1.71% | — | 844 | +17,500 | New | Q1 2026 | May 15, 2026 |
| Intellectus Partners, LLC | History | Added to | 17,370 | 3,333 | 0.68% | 0.59% | 845 | +1,516 | 9.56% | Q1 2026 | Apr 10, 2026 |
| Retirement Planning Group, LLC | History | Added to | 17,343 | 3,328 | 0.1% | 0.03% | 846 | +12,328 | 245.82% | Q1 2026 | May 04, 2026 |
| Ameraudi Asset Management, Inc. | History | Added to | 17,332 | 3,326 | 1.81% | 1.51% | 847 | +3,000 | 20.93% | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 17,310 | 3,322 | 0.2% | 0.18% | 848 | +904 | 5.51% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 17,305 | 3,321 | 0.04% | 0.03% | 849 | +6,437 | 59.23% | Q1 2026 | May 15, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 17,297 | 3,319 | 1.33% | 1.11% | 850 | +2,468 | 16.64% | Q1 2026 | Apr 23, 2026 |
| Kovack Advisors, Inc. | History | Added to | 17,243 | 3,316 | 0.18% | 0.12% | 851 | +4,031 | 30.51% | Q1 2026 | May 12, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 17,235 | 3,307 | 0.04% | 0.04% | 852 | +741 | 4.49% | Q1 2026 | May 05, 2026 |
| Jordan Park Group LLC | History | No change | 17,200 | 3,301 | 0.18% | 0.19% | 853 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Fort Sheridan Advisors LLC | History | New | 17,183 | 3,297 | 0.4% | — | 854 | +17,183 | New | Q1 2026 | May 06, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 17,110 | 3,283 | 0.83% | 0.85% | 855 | -385 | -2.2% | Q1 2026 | Apr 09, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 17,000 | 3,262 | 0.24% | 0.22% | 856 | +974 | 6.08% | Q1 2026 | May 07, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 16,099 | 3,259 | 0.07% | 0.08% | 857 | -119 | -0.73% | Q1 2026 | May 04, 2026 |
| Lord & Richards Wealth Management, LLC | History | Added to | 16,924 | 3,248 | 2.85% | 2.68% | 858 | +644 | 3.96% | Q1 2026 | Apr 20, 2026 |
| Atlas Wealth LLC | History | Reduced | 16,860 | 3,235 | 0.97% | 1.08% | 859 | -1,745 | -9.38% | Q1 2026 | May 13, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 16,855 | 3,234 | 0.42% | 0.25% | 860 | +7,835 | 86.86% | Q1 2026 | Apr 28, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 16,811 | 3,226 | 0.18% | 0.17% | 861 | +1,013 | 6.41% | Q1 2026 | May 11, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 16,788 | 3,222 | 0.17% | 0.11% | 862 | +5,433 | 47.85% | Q1 2026 | May 15, 2026 |
| ADVISORY RESEARCH INC | History | Added to | 16,405 | 3,148 | 0.39% | 0.37% | 863 | +893 | 5.76% | Q1 2026 | May 14, 2026 |
| WCG Wealth Advisors LLC | History | New | 16,348 | 3,137 | 0.09% | — | 864 | +16,348 | New | Q1 2026 | May 12, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 16,345 | 3,136 | 1.68% | 1.38% | 865 | +3,396 | 26.23% | Q1 2026 | May 01, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 16,270 | 3,122 | 1.18% | 1.02% | 866 | +1,692 | 11.61% | Q1 2026 | May 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 16,267 | 3,121 | 0.03% | 0.03% | 867 | -6,132 | -27.38% | Q1 2026 | May 13, 2026 |
| Boston Partners | History | No change | 12,208 | 3,115 | 0.0% | 0.0% | 868 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TPG Advisors LLC | History | Added to | 16,204 | 3,109 | 1.94% | 1.57% | 869 | +3,023 | 22.93% | Q1 2026 | Apr 22, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 16,192 | 3,107 | 0.47% | 0.44% | 870 | +456 | 2.9% | Q1 2026 | Apr 29, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 16,176 | 3,104 | 0.32% | 0.31% | 871 | +793 | 5.16% | Q1 2026 | May 11, 2026 |
| CHILTON INVESTMENT CO INC. | History | Added to | 16,138 | 3,097 | 0.07% | 0.05% | 872 | +3,542 | 28.12% | Q1 2026 | May 15, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 16,116 | 3,092 | 0.49% | 0.57% | 873 | -250 | -1.53% | Q1 2026 | Apr 30, 2026 |
| SlateStone Wealth, LLC | History | Added to | 16,079 | 3,086 | 0.25% | 0.24% | 874 | +1,351 | 9.17% | Q1 2026 | May 14, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 15,579 | 3,085 | 0.23% | 0.23% | 875 | -520 | -3.23% | Q1 2026 | Apr 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 16,000 | 3,070 | 0.01% | 0.03% | 876 | -32,500 | -67.01% | Q1 2026 | May 14, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 16,004 | 3,065 | 0.14% | 0.14% | 877 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Brightwater Advisory LLC | History | Reduced | 15,897 | 3,050 | 2.02% | 2.09% | 878 | -252 | -1.56% | Q1 2026 | Apr 30, 2026 |
| Graetz Wealth LLC | History | New | 15,795 | 3,031 | 2.71% | — | 879 | +15,795 | New | Q1 2026 | Apr 30, 2026 |
| Madrid Wealth Management, LLC | History | Added to | 15,759 | 3,024 | 2.28% | 2.44% | 880 | +75 | 0.48% | Q1 2026 | Apr 21, 2026 |
| SPINNAKER TRUST | History | Added to | 15,686 | 3,010 | 0.17% | 0.13% | 881 | +2,864 | 22.34% | Q1 2026 | Apr 23, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 15,666 | 3,006 | 0.25% | 0.27% | 882 | -2,691 | -14.66% | Q1 2026 | May 07, 2026 |
| Aureus Asset Management, LLC | History | New | 15,617 | 2,997 | 0.2% | — | 883 | +15,617 | New | Q1 2026 | May 13, 2026 |
| Rothschild Wealth LLC | History | Added to | 15,580 | 2,990 | 0.27% | 0.28% | 884 | +410 | 2.7% | Q1 2026 | May 06, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 15,559 | 2,986 | 0.09% | 0.03% | 885 | +10,201 | 190.39% | Q1 2026 | May 05, 2026 |
| PFG Advisors | History | Added to | 15,529 | 2,980 | 0.15% | 0.08% | 886 | +6,406 | 70.22% | Q1 2026 | May 05, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 15,502 | 2,975 | 0.27% | 0.26% | 887 | +290 | 1.91% | Q1 2026 | Apr 30, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 15,494 | 2,973 | 0.23% | 0.09% | 888 | +8,975 | 137.67% | Q1 2026 | Apr 29, 2026 |
| GEM Asset Management, LLC | History | Added to | 15,477 | 2,970 | 1.31% | 1.34% | 889 | +41 | 0.27% | Q1 2026 | Apr 10, 2026 |
| WBH ADVISORY INC | History | New | 15,401 | 2,965 | 0.22% | — | 890 | +15,401 | New | Q1 2026 | Apr 27, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 15,434 | 2,962 | 0.48% | 0.49% | 891 | -38 | -0.25% | Q1 2026 | Apr 07, 2026 |
| EFG International AG | History | Added to | 15,421 | 2,959 | 0.06% | 0.05% | 892 | +942 | 6.51% | Q1 2026 | May 15, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 15,364 | 2,948 | 1.69% | 1.87% | 893 | +600 | 4.06% | Q1 2026 | May 14, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 15,355 | 2,947 | 2.41% | 2.16% | 894 | -804 | -4.98% | Q1 2026 | May 13, 2026 |
| Counterweight Ventures, LLC | History | Reduced | 15,344 | 2,944 | 1.65% | 1.67% | 895 | -219 | -1.41% | Q1 2026 | Apr 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 15,292 | 2,934 | 0.14% | 0.12% | 896 | +2,411 | 18.72% | Q1 2026 | Apr 28, 2026 |
| Drexel Morgan & Co. | History | No change | 15,215 | 2,920 | 0.43% | 0.46% | 897 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Capital Analysts, LLC | History | Reduced | 15,183 | 2,916 | 0.08% | 0.08% | 898 | -258 | -1.67% | Q1 2026 | May 14, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 15,185 | 2,914 | 0.35% | 0.37% | 899 | -999 | -6.17% | Q1 2026 | Apr 17, 2026 |
| Cushing Capital Partners, LLC | History | Reduced | 15,148 | 2,907 | 2.23% | 2.26% | 900 | -808 | -5.06% | Q1 2026 | Apr 20, 2026 |
| BCS Private Wealth Management, Inc. | History | Added to | 15,094 | 2,896 | 0.88% | 0.84% | 901 | +2,335 | 18.3% | Q1 2026 | Apr 21, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 14,590 | 2,888 | 0.79% | 0.71% | 902 | +999 | 7.35% | Q1 2026 | Apr 30, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 15,019 | 2,882 | 1.67% | 1.6% | 903 | +431 | 2.95% | Q1 2026 | May 13, 2026 |
| BIRINYI ASSOCIATES INC | History | New | 14,944 | 2,868 | 0.78% | — | 904 | +14,944 | New | Q1 2026 | May 04, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 14,920 | 2,863 | 0.02% | 0.01% | 905 | +6,079 | 68.76% | Q1 2026 | May 05, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Reduced | 14,908 | 2,861 | 1.56% | 1.91% | 906 | -5,665 | -27.54% | Q1 2026 | Apr 20, 2026 |
| Sincerus Advisory, LLC | History | Added to | 14,869 | 2,853 | 2.16% | 2.14% | 907 | +946 | 6.79% | Q1 2026 | Apr 06, 2026 |
| Cordoba Advisory Partners LLC | History | Reduced | 14,857 | 2,851 | 0.79% | 0.95% | 908 | -5,283 | -26.23% | Q1 2026 | Apr 28, 2026 |
| Farmers National Bank | History | No change | 14,868 | 2,848 | 0.64% | 0.64% | 909 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| WESBANCO BANK INC | History | Added to | 14,747 | 2,830 | 0.08% | 0.07% | 910 | +1,188 | 8.76% | Q1 2026 | Apr 21, 2026 |
| WHITTIER TRUST CO | History | Added to | 14,574 | 2,826 | 0.03% | 0.03% | 911 | +1,552 | 11.92% | Q1 2026 | Apr 28, 2026 |
| Greenland Capital Management LP | History | Added to | 14,699 | 2,821 | 0.36% | 0.08% | 912 | +10,602 | 258.77% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 14,676 | 2,816 | 0.15% | 0.16% | 913 | -1,012 | -6.45% | Q1 2026 | Apr 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 14,663 | 2,814 | 0.0% | 0.0% | 914 | +1,759 | 13.63% | Q1 2026 | May 13, 2026 |
| American Capital Advisory, LLC | History | Reduced | 14,636 | 2,808 | 1.13% | 1.22% | 915 | -48 | -0.33% | Q1 2026 | Apr 29, 2026 |
| Tandem Investment Partners LLC | History | Added to | 14,625 | 2,806 | 2.38% | 2.34% | 916 | +150 | 1.04% | Q1 2026 | May 13, 2026 |
| NATIXIS | History | Added to | 14,548 | 2,792 | 0.01% | 0.01% | 917 | +4,222 | 40.89% | Q1 2026 | May 14, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | Reduced | 14,466 | 2,776 | 0.18% | 0.25% | 918 | -5,336 | -26.95% | Q1 2026 | May 06, 2026 |
| Fiduciary Alliance LLC | History | Added to | 13,868 | 2,769 | 0.17% | 0.16% | 919 | +847 | 6.5% | Q1 2026 | Apr 20, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 14,403 | 2,764 | 0.15% | 0.15% | 920 | -16 | -0.11% | Q1 2026 | May 12, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | Reduced | 14,388 | 2,761 | 0.21% | 0.21% | 921 | -260 | -1.77% | Q1 2026 | May 08, 2026 |
| Blue Capital, Inc. | History | New | 14,333 | 2,750 | 1.8% | — | 923 | +14,333 | New | Q1 2026 | Apr 24, 2026 |
| Ridgepath Capital Management LLC | History | New | 14,329 | 2,750 | 1.37% | — | 922 | +14,329 | New | Q1 2026 | May 07, 2026 |
| DAVIS R M INC | History | Added to | 14,312 | 2,746 | 0.05% | 0.05% | 924 | +268 | 1.91% | Q1 2026 | May 13, 2026 |
| Destination Wealth Management | History | Added to | 14,256 | 2,736 | 0.07% | 0.02% | 925 | +10,772 | 309.18% | Q1 2026 | May 15, 2026 |
| TICINO WEALTH | History | Reduced | 12,567 | 2,733 | 0.95% | 0.93% | 926 | -496 | -3.8% | Q1 2026 | Apr 22, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 14,223 | 2,729 | 0.01% | — | 927 | +14,223 | New | Q1 2026 | May 12, 2026 |
| Kestra Investment Management, LLC | History | Added to | 14,191 | 2,723 | 0.05% | 0.06% | 928 | +1,196 | 9.2% | Q1 2026 | May 11, 2026 |
| Governors Lane LP | History | New | 14,178 | 2,721 | 0.17% | — | 929 | +14,178 | New | Q1 2026 | May 15, 2026 |
| Meadow Creek Wealth Advisors LLC | History | Reduced | 14,085 | 2,703 | 1.75% | 1.74% | 930 | -118 | -0.83% | Q1 2026 | Apr 30, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 14,008 | 2,688 | 1.18% | 1.09% | 931 | +1,821 | 14.94% | Q1 2026 | May 04, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 13,995 | 2,685 | 0.09% | 0.08% | 932 | +895 | 6.83% | Q1 2026 | May 07, 2026 |
| NWF Advisory Services Inc. | History | Added to | 13,956 | 2,678 | 0.3% | 0.22% | 933 | +3,455 | 32.9% | Q1 2026 | May 04, 2026 |
| EPIQ PARTNERS, LLC | History | Added to | 13,860 | 2,660 | 1.24% | 1.23% | 934 | +94 | 0.68% | Q1 2026 | Apr 09, 2026 |
| Francis Financial, Inc. | History | Added to | 13,859 | 2,659 | 0.49% | 0.52% | 935 | +43 | 0.31% | Q1 2026 | May 07, 2026 |
| Soundwatch Capital LLC | History | No change | 13,819 | 2,652 | 0.33% | 0.41% | 936 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 12,991 | 2,651 | 0.05% | 0.06% | 937 | +723 | 5.89% | Q1 2026 | May 11, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 13,088 | 2,650 | 0.17% | 0.17% | 938 | -167 | -1.26% | Q1 2026 | Apr 22, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 13,793 | 2,647 | 0.13% | 0.11% | 939 | +1,193 | 9.47% | Q1 2026 | May 18, 2026 |
| Inscription Capital, LLC | History | Added to | 13,718 | 2,632 | 0.28% | 0.21% | 940 | +2,811 | 25.77% | Q1 2026 | Apr 20, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 13,699 | 2,629 | 1.59% | 1.58% | 941 | +68 | 0.5% | Q1 2026 | Apr 21, 2026 |
| Quantbot Technologies LP | History | New | 13,603 | 2,610 | 0.11% | — | 943 | +13,603 | New | Q1 2026 | May 13, 2026 |
| Klingman & Associates, LLC | History | No change | 13,603 | 2,610 | 0.12% | 0.13% | 942 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 13,596 | 2,609 | 0.25% | — | 944 | +13,596 | New | Q1 2026 | May 12, 2026 |
| WASHINGTON TRUST Co | History | Added to | 13,587 | 2,607 | 0.09% | 0.08% | 945 | +793 | 6.2% | Q1 2026 | Apr 06, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 13,575 | 2,605 | 0.3% | 0.28% | 946 | +251 | 1.88% | Q1 2026 | Apr 17, 2026 |
| Sowell Financial Services LLC | History | Reduced | 13,533 | 2,597 | 0.1% | 0.1% | 947 | -472 | -3.37% | Q1 2026 | Apr 20, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 13,508 | 2,592 | 0.11% | 0.12% | 948 | -149 | -1.09% | Q1 2026 | May 12, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 13,436 | 2,578 | 1.48% | 1.51% | 949 | +704 | 5.53% | Q1 2026 | Apr 22, 2026 |
| Schrum Private Wealth Management LLC | History | Reduced | 13,399 | 2,571 | 1.96% | 1.91% | 950 | -113 | -0.84% | Q1 2026 | May 08, 2026 |
| Avail Investment Partners, LLC | History | New | 13,294 | 2,551 | 2.72% | — | 951 | +13,294 | New | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | Added to | 13,280 | 2,548 | 0.04% | 0.05% | 952 | +2,979 | 28.92% | Q1 2026 | May 15, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 13,268 | 2,546 | 0.24% | 0.08% | 953 | +8,585 | 183.32% | Q1 2026 | May 06, 2026 |
| Waterford Advisors, LLC | History | Reduced | 13,526 | 2,543 | 0.81% | 1.02% | 954 | -137 | -1.0% | Q1 2026 | May 15, 2026 |
| Fiduciary Group, LLC | History | Added to | 13,239 | 2,540 | 0.22% | 0.21% | 955 | +343 | 2.66% | Q1 2026 | May 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 13,179 | 2,529 | 0.18% | 0.36% | 957 | -14,688 | -52.71% | Q1 2026 | Apr 20, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 13,366 | 2,529 | 0.08% | 0.07% | 956 | +347 | 2.67% | Q1 2026 | May 11, 2026 |
| Invst, LLC | History | Added to | 13,157 | 2,525 | 0.29% | 0.06% | 958 | +10,288 | 358.59% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 13,018 | 2,524 | 0.05% | 0.04% | 959 | +2,176 | 20.07% | Q1 2026 | Apr 28, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 13,105 | 2,515 | 0.64% | 0.43% | 960 | +5,121 | 64.14% | Q1 2026 | Apr 28, 2026 |
| Commerce Advisors, LLC | History | New | 13,099 | 2,513 | 2.11% | — | 962 | +13,099 | New | Q1 2026 | May 12, 2026 |
| VISIONARY HORIZONS, LLC | History | Reduced | 13,094 | 2,513 | 1.24% | 1.66% | 961 | -3,676 | -21.92% | Q1 2026 | Apr 17, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 13,084 | 2,511 | 0.83% | 0.41% | 963 | +7,238 | 123.81% | Q1 2026 | May 15, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Reduced | 13,030 | 2,500 | 0.91% | 1.0% | 964 | -283 | -2.13% | Q1 2026 | Apr 14, 2026 |
| Centerstone Investors, LLC | History | No change | 13,027 | 2,495 | 7.84% | 7.84% | 965 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Tudor Financial Inc. | History | Added to | 12,945 | 2,484 | 1.27% | 1.25% | 966 | +154 | 1.2% | Q1 2026 | May 15, 2026 |
| Valued Retirements, Inc. | History | Added to | 12,919 | 2,479 | 2.42% | 2.34% | 967 | +403 | 3.22% | Q1 2026 | May 13, 2026 |
| Laraway Financial Advisors Inc | History | Reduced | 12,898 | 2,475 | 1.74% | 1.62% | 968 | -96 | -0.74% | Q1 2026 | May 14, 2026 |
| Private Advisory Group LLC | History | Added to | 12,868 | 2,469 | 0.16% | 0.16% | 969 | +1,879 | 17.1% | Q1 2026 | May 08, 2026 |
| Ciovacco Capital Management LLC | History | Reduced | 12,808 | 2,458 | 1.43% | 1.24% | 970 | -156 | -1.2% | Q1 2026 | May 11, 2026 |
| Hyposwiss Advisors SA | History | No change | 12,745 | 2,445 | 2.42% | 2.39% | 971 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Biondo Investment Advisors, LLC | History | Added to | 12,722 | 2,441 | 0.31% | 0.28% | 972 | +668 | 5.54% | Q1 2026 | May 14, 2026 |
| HOURGLASS CAPITAL, LLC | History | New | 12,620 | 2,422 | 0.5% | — | 973 | +12,620 | New | Q1 2026 | May 04, 2026 |
| REDW Wealth LLC | History | Reduced | 12,595 | 2,417 | 0.96% | 1.17% | 974 | -3,477 | -21.63% | Q1 2026 | May 07, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 12,562 | 2,410 | 0.04% | 0.04% | 975 | +1,121 | 9.8% | Q1 2026 | Apr 21, 2026 |
| WELCH CAPITAL PARTNERS LLC/NY | History | No change | 12,488 | 2,397 | 0.54% | 0.48% | 976 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 12,486 | 2,396 | 0.32% | 0.33% | 977 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Weil Company, Inc. | History | Reduced | 12,474 | 2,394 | 0.54% | 0.74% | 979 | -4,378 | -25.98% | Q1 2026 | Apr 15, 2026 |
| CAPE ANN SAVINGS BANK | History | No change | 12,475 | 2,394 | 1.2% | 1.23% | 978 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 12,416 | 2,382 | 0.14% | 0.1% | 980 | +4,504 | 56.93% | Q1 2026 | Apr 13, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 12,357 | 2,371 | 2.38% | 3.28% | 981 | -4,596 | -27.11% | Q1 2026 | May 15, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 12,343 | 2,368 | 0.18% | 0.2% | 982 | -695 | -5.33% | Q1 2026 | May 07, 2026 |
| ORG Partners LLC | History | No change | 12,327 | 2,366 | 0.42% | 0.42% | 983 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 12,272 | 2,355 | 0.07% | 0.08% | 984 | +562 | 4.8% | Q1 2026 | May 06, 2026 |
| Saxony Capital Management, LLC | History | Added to | 12,191 | 2,339 | 1.36% | 0.98% | 985 | +3,871 | 46.53% | Q1 2026 | Apr 24, 2026 |
| Western Wealth Management, LLC | History | Added to | 12,188 | 2,339 | 0.09% | 0.08% | 986 | +2,600 | 27.12% | Q1 2026 | May 19, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 12,034 | 2,333 | 0.25% | 0.27% | 987 | +2,421 | 25.18% | Q1 2026 | Apr 10, 2026 |
| Strategic Financial Concepts, LLC | History | New | 12,129 | 2,327 | 0.57% | — | 988 | +12,129 | New | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 12,116 | 2,325 | 0.07% | 0.08% | 989 | +1,299 | 12.01% | Q1 2026 | May 15, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 12,086 | 2,319 | 1.36% | 1.25% | 990 | +512 | 4.42% | Q1 2026 | May 14, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 12,078 | 2,318 | 1.2% | 1.17% | 991 | +541 | 4.69% | Q1 2026 | Apr 10, 2026 |
| BANTA ASSET MANAGEMENT LP | History | Added to | 12,075 | 2,317 | 2.33% | 1.51% | 992 | +3,440 | 39.84% | Q1 2026 | May 07, 2026 |
| Fortune Financial Advisors, LLC | History | Reduced | 12,032 | 2,309 | 1.18% | 1.61% | 993 | -415 | -3.33% | Q1 2026 | Apr 30, 2026 |
| BTC Capital Management, Inc. | History | No change | 12,000 | 2,303 | 0.16% | 0.16% | 994 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| 14B Captial Management LP | History | No change | 12,000 | 2,298 | 1.85% | 1.85% | 995 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Moss Adams Wealth Advisors LLC | History | Reduced | 11,962 | 2,295 | 0.17% | 0.66% | 996 | -35,857 | -74.98% | Q1 2026 | Apr 23, 2026 |
| Delta Investment Management, LLC | History | Added to | 11,933 | 2,290 | 0.41% | 0.35% | 997 | +1,484 | 14.2% | Q1 2026 | May 12, 2026 |
| Farnam Financial LLC | History | Added to | 11,901 | 2,284 | 1.88% | 1.72% | 998 | +2 | 0.02% | Q1 2026 | Apr 27, 2026 |
| Tripletail Wealth Management, LLC | History | Added to | 11,822 | 2,282 | 3.11% | 2.63% | 999 | +1,000 | 9.24% | Q1 2026 | May 14, 2026 |
| Triangle Securities Wealth Management | History | Added to | 11,880 | 2,280 | 0.52% | 0.47% | 1000 | +154 | 1.31% | Q1 2026 | Apr 20, 2026 |
| MTM Investment Management, LLC | History | Added to | 11,883 | 2,280 | 0.72% | 0.73% | 1001 | +11 | 0.09% | Q1 2026 | May 06, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 11,865 | 2,277 | 1.17% | 0.7% | 1003 | +5,649 | 90.88% | Q1 2026 | May 11, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 11,865 | 2,277 | 1.51% | 1.54% | 1002 | +54 | 0.46% | Q1 2026 | Apr 21, 2026 |
| Savant Capital, LLC | History | Added to | 11,803 | 2,265 | 0.01% | 0.01% | 1004 | +971 | 8.96% | Q1 2026 | May 04, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 11,816 | 2,263 | 0.17% | 0.17% | 1005 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Dodds Wealth, LLC | History | Added to | 11,760 | 2,257 | 0.55% | 0.55% | 1006 | +1 | 0.01% | Q1 2026 | May 08, 2026 |
| CORDA Investment Management, LLC. | History | Added to | 11,744 | 2,253 | 0.16% | 0.12% | 1008 | +3,176 | 37.07% | Q1 2026 | May 04, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 11,743 | 2,253 | 0.14% | 0.14% | 1007 | -119 | -1.0% | Q1 2026 | May 12, 2026 |
| Astra Wealth Partners LLC | History | Added to | 11,663 | 2,238 | 1.34% | 0.98% | 1009 | +2,948 | 33.83% | Q1 2026 | May 06, 2026 |
| BKM Wealth Management, LLC | History | Added to | 11,659 | 2,237 | 0.82% | 0.82% | 1010 | +12 | 0.1% | Q1 2026 | Apr 22, 2026 |
| Tranquility Partners, LLC | History | Added to | 12,218 | 2,232 | 0.84% | 0.84% | 1011 | +77 | 0.63% | Q1 2026 | Apr 20, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 10,971 | 2,221 | 0.35% | 1.61% | 1012 | -39,389 | -78.21% | Q1 2026 | Apr 23, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 11,553 | 2,217 | 0.89% | 0.87% | 1013 | +2 | 0.02% | Q1 2026 | May 07, 2026 |
| Factorial Partners, LLC | History | Reduced | 11,500 | 2,207 | 1.6% | 2.57% | 1014 | -8,800 | -43.35% | Q1 2026 | May 13, 2026 |
| KWB Wealth | History | No change | 11,500 | 2,203 | 0.22% | 0.21% | 1015 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 11,468 | 2,201 | 0.82% | 0.87% | 1016 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 11,412 | 2,190 | 0.1% | 0.11% | 1018 | +103 | 0.91% | Q1 2026 | Apr 24, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 11,411 | 2,190 | 0.53% | 0.49% | 1017 | +36 | 0.32% | Q1 2026 | Apr 17, 2026 |
| LGL PARTNERS, LLC | History | Added to | 11,406 | 2,189 | 0.9% | 0.93% | 1019 | +48 | 0.42% | Q1 2026 | May 14, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 11,363 | 2,180 | 0.06% | 0.06% | 1020 | -277 | -2.38% | Q1 2026 | May 14, 2026 |
| CoreFirst Bank & Trust | History | No change | 11,356 | 2,175 | 1.18% | 1.18% | 1021 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HORIZON BANCORP INC /IN/ | History | New | 11,280 | 2,165 | 1.04% | — | 1022 | +11,280 | New | Q1 2026 | Apr 22, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 11,271 | 2,163 | 0.65% | 0.67% | 1023 | -605 | -5.09% | Q1 2026 | Apr 17, 2026 |
| Compass Wealth Management, LLC/GA | History | Reduced | 11,239 | 2,157 | 0.92% | 0.9% | 1024 | -211 | -1.84% | Q1 2026 | May 15, 2026 |
| PW Nova Financial Services LLC | History | Added to | 11,182 | 2,145 | 0.54% | 0.7% | 1025 | +1,564 | 16.26% | Q1 2026 | Apr 15, 2026 |
| Parisi Gray Wealth Management | History | Added to | 11,164 | 2,142 | 0.51% | 0.45% | 1026 | +914 | 8.92% | Q1 2026 | Apr 08, 2026 |
| NovaPoint Capital, LLC | History | Added to | 11,141 | 2,138 | 0.54% | 0.55% | 1027 | +19 | 0.17% | Q1 2026 | May 06, 2026 |
| Peak Planning Group, LLC | History | Reduced | 11,137 | 2,137 | 0.59% | 0.74% | 1029 | -2,569 | -18.74% | Q1 2026 | Apr 22, 2026 |
| EagleClaw Capital Managment, LLC | History | Added to | 11,140 | 2,137 | 0.3% | 0.28% | 1028 | +985 | 9.7% | Q1 2026 | May 08, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 11,122 | 2,134 | 0.48% | 0.43% | 1030 | +1,516 | 15.78% | Q1 2026 | Apr 27, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Added to | 11,112 | 2,132 | 1.85% | 1.35% | 1031 | +3,129 | 39.2% | Q1 2026 | Apr 21, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 11,087 | 2,127 | 0.14% | 0.14% | 1032 | -84 | -0.75% | Q1 2026 | Apr 14, 2026 |
| TOWLE & CO | History | New | 11,021 | 2,115 | 0.82% | — | 1034 | +11,021 | New | Q1 2026 | May 14, 2026 |
| Net Worth Advisory Group | History | Reduced | 11,024 | 2,115 | 0.44% | 0.44% | 1033 | -235 | -2.09% | Q1 2026 | May 05, 2026 |
| ARDSLEY ADVISORY PARTNERS LP | History | New | 11,000 | 2,111 | 0.27% | — | 1035 | +11,000 | New | Q1 2026 | May 15, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 10,992 | 2,109 | 1.04% | 0.47% | 1036 | +2,220 | 25.31% | Q1 2026 | Apr 20, 2026 |
| Everest Management Corp. | History | Added to | 10,866 | 2,085 | 1.06% | 1.16% | 1037 | +4 | 0.04% | Q1 2026 | May 06, 2026 |
| ASL Financial, LLC | History | Reduced | 10,863 | 2,084 | 1.67% | 1.62% | 1038 | -77 | -0.7% | Q1 2026 | Apr 09, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 10,757 | 2,064 | 0.15% | 0.13% | 1039 | +1,219 | 12.78% | Q1 2026 | Apr 15, 2026 |
| Charis Legacy Partners, LLC | History | Reduced | 10,731 | 2,059 | 3.01% | 3.37% | 1040 | -1,193 | -10.01% | Q1 2026 | Apr 07, 2026 |
| NBC SECURITIES, INC. | History | Added to | 10,720 | 2,057 | 0.15% | 0.15% | 1041 | +45 | 0.42% | Q1 2026 | Apr 14, 2026 |
| Creekside Partners | History | Added to | 10,676 | 2,048 | 0.84% | 0.84% | 1042 | +268 | 2.57% | Q1 2026 | Apr 21, 2026 |
| TFR Capital, LLC. | History | Reduced | 10,651 | 2,044 | 0.63% | 0.72% | 1043 | -676 | -5.97% | Q1 2026 | May 04, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 10,589 | 2,028 | 0.68% | 0.68% | 1044 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 10,551 | 2,024 | 0.01% | 0.01% | 1045 | +3,454 | 48.67% | Q1 2026 | Apr 14, 2026 |
| WESPAC Advisors, LLC | History | Added to | 10,528 | 2,020 | 1.11% | 0.86% | 1046 | +2,244 | 27.09% | Q1 2026 | Apr 28, 2026 |
| Victrix Investment Advisors | History | Added to | 10,449 | 2,005 | 0.73% | 0.77% | 1047 | +12 | 0.11% | Q1 2026 | Apr 09, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 10,432 | 2,002 | 0.16% | 0.02% | 1048 | +9,204 | 749.51% | Q1 2026 | Apr 17, 2026 |
| Monument Capital Management | History | Reduced | 10,435 | 2,002 | 0.5% | 0.5% | 1049 | -5 | -0.05% | Q1 2026 | Apr 15, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 10,402 | 1,996 | 0.11% | 0.12% | 1050 | +28 | 0.27% | Q1 2026 | Apr 16, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 10,347 | 1,985 | 0.04% | 0.03% | 1051 | +1,268 | 13.97% | Q1 2026 | May 12, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 10,323 | 1,981 | 0.21% | 0.22% | 1052 | -178 | -1.7% | Q1 2026 | May 12, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 10,311 | 1,978 | 0.12% | 0.12% | 1053 | -179 | -1.71% | Q1 2026 | May 11, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 10,304 | 1,977 | 0.24% | 0.25% | 1054 | +35 | 0.34% | Q1 2026 | May 05, 2026 |
| Visionary Wealth Advisors | History | Added to | 10,276 | 1,972 | 0.09% | 0.09% | 1055 | +14 | 0.14% | Q1 2026 | May 13, 2026 |
| American Alpha Advisors, LLC | History | Reduced | 10,259 | 1,968 | 1.05% | 1.34% | 1056 | -1,608 | -13.55% | Q1 2026 | May 14, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Added to | 10,082 | 1,955 | 1.14% | 1.15% | 1057 | +38 | 0.38% | Q1 2026 | Apr 08, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Reduced | 10,171 | 1,952 | 0.11% | 0.13% | 1058 | -1,621 | -13.75% | Q1 2026 | Apr 17, 2026 |
| Wedmont Private Capital | History | Added to | 9,844 | 1,948 | 0.06% | 0.02% | 1059 | +7,492 | 318.54% | Q1 2026 | Apr 09, 2026 |
| Trilogy Capital Inc. | History | Added to | 10,121 | 1,942 | 0.09% | 0.09% | 1060 | +41 | 0.41% | Q1 2026 | Apr 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 10,096 | 1,937 | 0.03% | 0.03% | 1061 | +668 | 7.09% | Q1 2026 | May 13, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Added to | 10,083 | 1,935 | 1.19% | 1.2% | 1062 | +644 | 6.82% | Q1 2026 | May 04, 2026 |
| Independent Solutions Wealth Management, LLC | History | New | 9,982 | 1,915 | 0.28% | — | 1063 | +9,982 | New | Q1 2026 | Apr 27, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 9,978 | 1,914 | 0.57% | 0.58% | 1064 | -14 | -0.14% | Q1 2026 | May 20, 2026 |
| St. Louis Trust Co | History | No change | 9,972 | 1,913 | 0.22% | 0.22% | 1065 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Avestar Capital, LLC | History | Added to | 9,949 | 1,909 | 0.12% | 0.12% | 1066 | +326 | 3.39% | Q1 2026 | May 13, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 9,912 | 1,902 | 0.07% | 0.08% | 1067 | -688 | -6.49% | Q1 2026 | Apr 16, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 9,909 | 1,901 | 0.07% | 0.05% | 1068 | +1,991 | 25.15% | Q1 2026 | May 07, 2026 |
| Highlander Partners, L.P. | History | No change | 9,900 | 1,900 | 0.74% | 0.68% | 1069 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| UMB Bank, n.a. | History | No change | 9,899 | 1,899 | 0.03% | 0.03% | 1070 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 9,888 | 1,897 | 1.47% | 1.43% | 1071 | -21 | -0.21% | Q1 2026 | Apr 20, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 9,868 | 1,893 | 0.0% | 0.0% | 1072 | +3,205 | 48.1% | Q1 2026 | May 08, 2026 |
| Cypress Capital Group | History | Added to | 9,845 | 1,889 | 0.21% | 0.2% | 1073 | +415 | 4.4% | Q1 2026 | May 15, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 9,760 | 1,873 | 0.1% | 0.11% | 1074 | -1,653 | -14.48% | Q1 2026 | Apr 27, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 9,749 | 1,870 | 0.58% | 0.55% | 1076 | +39 | 0.4% | Q1 2026 | May 12, 2026 |
| NCM Capital Management, LLC | History | Added to | 9,746 | 1,870 | 0.67% | 0.69% | 1075 | +10 | 0.1% | Q1 2026 | May 15, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 9,173 | 1,869 | 0.49% | 0.43% | 1077 | +1,601 | 21.14% | Q1 2026 | Apr 21, 2026 |
| Indivisible Partners | History | Added to | 9,732 | 1,867 | 0.17% | 0.18% | 1078 | +939 | 10.68% | Q1 2026 | Apr 30, 2026 |
| Talon Private Wealth, LLC | History | New | 9,719 | 1,865 | 0.25% | — | 1079 | +9,719 | New | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Added to | 9,696 | 1,860 | 0.09% | 0.08% | 1080 | +999 | 11.49% | Q1 2026 | Apr 27, 2026 |
| Vigilare Wealth Management | History | Reduced | 9,690 | 1,859 | 0.63% | 4.66% | 1081 | -62,608 | -86.6% | Q1 2026 | Apr 01, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 9,673 | 1,856 | 0.4% | 0.53% | 1082 | -3,500 | -26.57% | Q1 2026 | May 13, 2026 |
| Perennial Advisors, LLC | History | New | 9,641 | 1,850 | 0.32% | — | 1083 | +9,641 | New | Q1 2026 | Apr 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 9,635 | 1,849 | 0.03% | 0.02% | 1084 | +1,150 | 13.55% | Q1 2026 | Apr 07, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Added to | 9,614 | 1,845 | 0.63% | 0.56% | 1085 | +665 | 7.43% | Q1 2026 | May 15, 2026 |
| Copia Wealth Management | History | Added to | 9,546 | 1,832 | 1.26% | 0.14% | 1086 | +8,527 | 836.8% | Q1 2026 | May 04, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | Added to | 9,532 | 1,829 | 0.1% | 0.09% | 1087 | +443 | 4.87% | Q1 2026 | Apr 13, 2026 |
| American Investment Services, Inc. | History | No change | 9,522 | 1,827 | 0.41% | 0.42% | 1088 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Second Half Financial Partners, LLC | History | Added to | 9,443 | 1,812 | 0.82% | 0.7% | 1089 | +1,225 | 14.91% | Q1 2026 | May 11, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 9,435 | 1,810 | 0.96% | 0.95% | 1090 | +451 | 5.02% | Q1 2026 | Apr 24, 2026 |
| AMG National Trust Bank | History | Added to | 9,409 | 1,805 | 0.04% | 0.02% | 1091 | +4,945 | 110.78% | Q1 2026 | May 04, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 9,393 | 1,802 | 0.04% | 0.04% | 1092 | -207 | -2.16% | Q1 2026 | May 13, 2026 |
| J. Safra Sarasin Holding AG | History | New | 9,381 | 1,800 | 0.03% | — | 1094 | +9,381 | New | Q1 2026 | May 04, 2026 |
| ProVise Management Group, LLC | History | Added to | 9,384 | 1,800 | 0.13% | 0.12% | 1093 | +346 | 3.83% | Q1 2026 | May 06, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | No change | 9,317 | 1,788 | 0.33% | 0.3% | 1095 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 9,301 | 1,785 | 1.24% | 1.18% | 1096 | +275 | 3.05% | Q1 2026 | May 08, 2026 |
| Grove Bank & Trust | History | Reduced | 9,238 | 1,772 | 0.2% | 0.2% | 1097 | -25 | -0.27% | Q1 2026 | Apr 08, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 9,208 | 1,767 | 0.18% | 0.04% | 1098 | +7,379 | 403.44% | Q1 2026 | Apr 22, 2026 |
| JT Stratford LLC | History | Added to | 9,189 | 1,763 | 0.22% | 0.14% | 1099 | +3,531 | 62.41% | Q1 2026 | May 15, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 9,185 | 1,762 | 1.49% | 0.34% | 1100 | +7,064 | 333.05% | Q1 2026 | Apr 13, 2026 |
| Eddie Patel Inc | History | New | 9,132 | 1,752 | 1.35% | — | 1102 | +9,132 | New | Q1 2026 | May 11, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 9,132 | 1,752 | 0.16% | 0.2% | 1101 | -2,519 | -21.62% | Q1 2026 | May 04, 2026 |
| Manske Wealth Management | History | Reduced | 9,106 | 1,747 | 0.49% | 0.52% | 1103 | -100 | -1.09% | Q1 2026 | Apr 30, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 9,080 | 1,742 | 0.06% | 0.06% | 1104 | +268 | 3.04% | Q1 2026 | May 07, 2026 |
| Balentine LLC | History | No change | 9,076 | 1,741 | 0.07% | 0.07% | 1105 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Pinion Investment Advisors, LLC | History | New | 9,062 | 1,739 | 0.41% | — | 1106 | +9,062 | New | Q1 2026 | Apr 24, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Reduced | 9,040 | 1,734 | 0.29% | 0.34% | 1107 | -1,213 | -11.83% | Q1 2026 | Apr 14, 2026 |
| BANTAMAC CAPITAL, LLC | History | No change | 9,025 | 1,732 | 0.93% | 0.83% | 1108 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Renasant Bank | History | Reduced | 9,012 | 1,729 | 1.22% | 1.82% | 1110 | -5,023 | -35.79% | Q1 2026 | Apr 29, 2026 |
| Argent Trust Co | History | Added to | 9,011 | 1,729 | 0.06% | 0.06% | 1109 | +535 | 6.31% | Q1 2026 | May 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 9,006 | 1,728 | 0.04% | 0.04% | 1111 | +500 | 5.88% | Q1 2026 | Apr 30, 2026 |
| RDA Financial Network | History | Added to | 8,866 | 1,701 | 0.43% | 0.31% | 1112 | +2,092 | 30.88% | Q1 2026 | Apr 08, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 8,814 | 1,691 | 0.2% | 0.43% | 1114 | -10,395 | -54.12% | Q1 2026 | May 14, 2026 |
| Smithfield Trust Co | History | Added to | 8,808 | 1,691 | 0.07% | 0.04% | 1113 | +4,188 | 90.65% | Q1 2026 | May 08, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 8,800 | 1,688 | 0.19% | 0.19% | 1115 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 8,756 | 1,680 | 0.33% | 0.27% | 1116 | +2,096 | 31.47% | Q1 2026 | May 15, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | New | 8,745 | 1,678 | 0.12% | — | 1117 | +8,745 | New | Q1 2026 | May 06, 2026 |
| NVWM, LLC | History | Added to | 8,740 | 1,677 | 0.37% | 0.22% | 1118 | +3,340 | 61.85% | Q1 2026 | Apr 27, 2026 |
| GFS Advisors, LLC | History | Reduced | 33,838 | 1,670 | 0.21% | 1.97% | 1119 | -52,910 | -60.99% | Q1 2026 | Apr 30, 2026 |
| Madison Asset Management, LLC | History | Added to | 8,699 | 1,669 | 0.02% | 0.01% | 1121 | +4,222 | 94.3% | Q1 2026 | May 07, 2026 |
| M&T BANK CORP | History | Reduced | 8,700 | 1,669 | 0.01% | 0.01% | 1120 | -522 | -5.66% | Q1 2026 | May 12, 2026 |
| Verger Capital Management LLC | History | Added to | 8,698 | 1,669 | 0.49% | 0.49% | 1122 | +37 | 0.43% | Q1 2026 | May 13, 2026 |
| Pandora Wealth, Inc. | History | No change | 8,702 | 1,666 | 1.01% | 1.01% | 1123 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Seelaus Asset Management LLC | History | Added to | 8,826 | 1,663 | 1.2% | 1.16% | 1124 | +1,181 | 15.45% | Q1 2026 | Apr 29, 2026 |
| Midwest Trust Co | History | Reduced | 8,670 | 1,663 | 0.02% | 0.02% | 1125 | -67 | -0.77% | Q1 2026 | May 01, 2026 |
| Boston Trust Walden Corp | History | Added to | 8,604 | 1,651 | 0.01% | 0.01% | 1126 | +3,850 | 80.98% | Q1 2026 | Apr 24, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 8,587 | 1,648 | 0.34% | 0.25% | 1127 | +2,688 | 45.57% | Q1 2026 | Apr 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 8,555 | 1,641 | 0.04% | 0.04% | 1128 | -161 | -1.85% | Q1 2026 | Apr 15, 2026 |
| CYPRESS ASSET MANAGEMENT INC/TX | History | No change | 8,540 | 1,635 | 0.36% | 0.36% | 1129 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Prairiewood Capital, LLC | History | No change | 8,478 | 1,627 | 0.47% | 0.5% | 1130 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 8,458 | 1,623 | 0.44% | 0.42% | 1131 | -485 | -5.42% | Q1 2026 | Apr 28, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 8,008 | 1,617 | 0.46% | 0.45% | 1132 | +838 | 11.69% | Q1 2026 | Apr 27, 2026 |
| RFG Advisory, LLC | History | Added to | 8,423 | 1,616 | 0.03% | 0.01% | 1133 | +5,543 | 192.47% | Q1 2026 | Apr 17, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 8,404 | 1,612 | 0.25% | 0.12% | 1134 | +4,495 | 114.99% | Q1 2026 | May 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 8,396 | 1,611 | 0.03% | 0.04% | 1135 | +204 | 2.49% | Q1 2026 | May 14, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Added to | 8,365 | 1,605 | 0.7% | 0.68% | 1136 | +107 | 1.3% | Q1 2026 | May 05, 2026 |
| Independent Wealth Advisors LLC | History | Added to | 8,359 | 1,604 | 1.58% | 1.5% | 1137 | +857 | 11.42% | Q1 2026 | May 22, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 8,357 | 1,603 | 0.05% | 0.06% | 1138 | -1,280 | -13.28% | Q1 2026 | May 11, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Reduced | 8,315 | 1,595 | 0.69% | 0.84% | 1139 | -1,409 | -14.49% | Q1 2026 | May 14, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 8,297 | 1,592 | 1.03% | 0.58% | 1140 | +3,666 | 79.16% | Q1 2026 | May 20, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 8,293 | 1,591 | 0.07% | 0.07% | 1141 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Israel Discount Bank of New York | History | Reduced | 8,239 | 1,581 | 3.47% | 4.77% | 1142 | -916 | -10.01% | Q1 2026 | Apr 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 8,211 | 1,575 | 0.05% | 0.05% | 1143 | -893 | -9.81% | Q1 2026 | May 13, 2026 |
| Forum Finance Group S.A. | History | New | 10,190 | 1,573 | 0.85% | — | 1145 | +10,190 | New | Q1 2026 | May 07, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 8,198 | 1,573 | 0.03% | 0.03% | 1144 | -504 | -5.79% | Q1 2026 | May 04, 2026 |
| TSFG, LLC | History | Reduced | 8,185 | 1,571 | 0.24% | 0.41% | 1146 | -6,248 | -43.29% | Q1 2026 | Apr 27, 2026 |
| Beaton Management Co. Inc. | History | No change | 8,174 | 1,569 | 0.7% | 0.69% | 1147 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Patten Group, Inc. | History | Reduced | 8,171 | 1,568 | 0.27% | 0.29% | 1148 | -136 | -1.64% | Q1 2026 | Apr 24, 2026 |
| Sendero Wealth Management, LLC | History | No change | 8,164 | 1,566 | 0.17% | 0.17% | 1149 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 8,158 | 1,565 | 0.03% | 0.02% | 1150 | +1,950 | 31.41% | Q1 2026 | Apr 15, 2026 |
| Noble Wealth Management PBC | History | Reduced | 8,147 | 1,563 | 0.79% | 0.79% | 1151 | -39 | -0.48% | Q1 2026 | Apr 02, 2026 |
| Peregrine Asset Advisers, Inc. | History | Added to | 8,139 | 1,562 | 0.42% | 0.44% | 1152 | +8 | 0.1% | Q1 2026 | Apr 24, 2026 |
| GSG Advisors LLC | History | Added to | 8,137 | 1,561 | 0.41% | 0.25% | 1153 | +3,126 | 62.38% | Q1 2026 | May 13, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 8,124 | 1,559 | 1.05% | 0.61% | 1154 | +3,927 | 93.57% | Q1 2026 | Apr 16, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 8,103 | 1,555 | 0.14% | 0.13% | 1155 | +2,062 | 34.13% | Q1 2026 | May 12, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 8,024 | 1,549 | 0.14% | 0.14% | 1156 | +63 | 0.79% | Q1 2026 | May 11, 2026 |
| Bluesphere Advisors LLC | History | Added to | 8,071 | 1,548 | 0.55% | 0.38% | 1157 | +3,574 | 79.48% | Q1 2026 | Apr 22, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 8,061 | 1,547 | 0.03% | 0.02% | 1159 | +2,491 | 44.72% | Q1 2026 | Apr 20, 2026 |
| North Star Investment Management Corp. | History | Added to | 8,064 | 1,547 | 0.09% | 0.1% | 1158 | +1 | 0.01% | Q1 2026 | Apr 23, 2026 |
| HERBST GROUP, LLC | History | New | 8,033 | 1,541 | 0.95% | — | 1160 | +8,033 | New | Q1 2026 | Apr 09, 2026 |
| AM INVESTMENT STRATEGIES LLC | History | Added to | 8,025 | 1,540 | 0.34% | 0.27% | 1161 | +1,126 | 16.32% | Q1 2026 | Apr 29, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 8,026 | 1,540 | 0.31% | 0.31% | 1162 | +1,123 | 16.27% | Q1 2026 | May 11, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 8,017 | 1,538 | 0.23% | 0.21% | 1163 | +385 | 5.04% | Q1 2026 | Apr 21, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 7,972 | 1,529 | 0.46% | 0.41% | 1164 | +1,000 | 14.34% | Q1 2026 | Apr 17, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 7,944 | 1,524 | 0.09% | 0.09% | 1165 | -59 | -0.74% | Q1 2026 | Apr 20, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 7,889 | 1,514 | 0.11% | 0.03% | 1166 | +6,672 | 548.23% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Management, LLC / MS | History | Added to | 7,889 | 1,514 | 0.43% | 0.34% | 1167 | +1,326 | 20.2% | Q1 2026 | Apr 10, 2026 |
| 360 Financial, Inc. | History | Added to | 7,860 | 1,508 | 0.45% | 0.45% | 1168 | +38 | 0.49% | Q1 2026 | May 07, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 7,844 | 1,505 | 0.17% | 0.18% | 1169 | -348 | -4.25% | Q1 2026 | Apr 15, 2026 |
| Solstein Capital, LLC | History | Added to | 7,807 | 1,498 | 0.61% | 0.01% | 1170 | +7,706 | 7629.7% | Q1 2026 | May 14, 2026 |
| Atwater Malick LLC | History | Added to | 7,727 | 1,482 | 0.4% | 0.25% | 1171 | +2,958 | 62.03% | Q1 2026 | Apr 22, 2026 |
| D.B. Root & Company, LLC | History | Added to | 7,712 | 1,480 | 0.35% | 0.36% | 1172 | +35 | 0.46% | Q1 2026 | May 12, 2026 |
| Obermeyer Wealth Partners | History | Added to | 7,711 | 1,479 | 0.07% | 0.07% | 1173 | +128 | 1.69% | Q1 2026 | Apr 20, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 7,705 | 1,478 | 0.65% | 0.6% | 1174 | -455 | -5.58% | Q1 2026 | May 01, 2026 |
| YANKCOM Partnership | History | No change | 7,700 | 1,477 | 0.61% | 0.63% | 1175 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 7,694 | 1,476 | 0.16% | 0.15% | 1176 | +476 | 6.59% | Q1 2026 | Apr 22, 2026 |
| Oakmont Advisory Group, LLC | History | Reduced | 7,657 | 1,469 | 1.5% | 3.84% | 1179 | -11,124 | -59.23% | Q1 2026 | May 12, 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | History | Added to | 7,655 | 1,469 | 0.2% | 0.18% | 1177 | +486 | 6.78% | Q1 2026 | Apr 15, 2026 |
| Ardent Capital Management, Inc. | History | No change | 7,655 | 1,469 | 0.63% | 0.58% | 1178 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PERISCOPE CAPITAL INC. | History | New | 7,650 | 1,468 | 0.16% | — | 1180 | +7,650 | New | Q1 2026 | May 13, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 7,608 | 1,460 | 0.12% | 0.08% | 1181 | +2,314 | 43.71% | Q1 2026 | May 15, 2026 |
| Oliver Luxxe Assets LLC | History | Added to | 7,597 | 1,458 | 0.22% | 0.22% | 1182 | +110 | 1.47% | Q1 2026 | Apr 08, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 7,552 | 1,449 | 0.28% | 0.3% | 1183 | +731 | 10.72% | Q1 2026 | May 15, 2026 |
| Gilman Hill Asset Management, LLC | History | Reduced | 7,506 | 1,440 | 0.22% | 0.23% | 1184 | -165 | -2.15% | Q1 2026 | Apr 08, 2026 |
| CAPITAL MANAGEMENT ASSOCIATES /NY/ | History | No change | 7,500 | 1,439 | 2.39% | 2.11% | 1185 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 7,480 | 1,435 | 0.52% | 0.51% | 1186 | -551 | -6.86% | Q1 2026 | May 12, 2026 |
| August Group Capital Ltd | History | Reduced | 7,478 | 1,435 | 1.67% | 1.6% | 1187 | -40 | -0.53% | Q1 2026 | May 14, 2026 |
| Blue Chip Partners, LLC | History | Reduced | 7,452 | 1,430 | 0.1% | 0.11% | 1188 | -375 | -4.79% | Q1 2026 | May 15, 2026 |
| Covenant Asset Management, LLC | History | Added to | 7,443 | 1,428 | 0.21% | 0.16% | 1189 | +375 | 5.31% | Q1 2026 | Apr 14, 2026 |
| Lazard Freres Gestion S.A.S. | History | New | 7,400 | 1,420 | 0.03% | — | 1191 | +7,400 | New | Q1 2026 | May 07, 2026 |
| Dupree Financial Group, LLC | History | Reduced | 7,400 | 1,420 | 0.57% | 0.54% | 1190 | -327 | -4.23% | Q1 2026 | Apr 23, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 7,368 | 1,414 | 0.09% | 0.06% | 1192 | +2,795 | 61.12% | Q1 2026 | Apr 15, 2026 |
| Callan Family Office, LLC | History | Added to | 7,348 | 1,410 | 0.03% | 0.02% | 1193 | +1,275 | 20.99% | Q1 2026 | May 13, 2026 |
| Taylor Securities Services, Inc. | History | Added to | 7,324 | 1,405 | 0.66% | 0.26% | 1194 | +4,392 | 149.8% | Q1 2026 | May 14, 2026 |
| Legacy Private Trust Co. | History | Reduced | 7,318 | 1,404 | 0.09% | 0.2% | 1195 | -10,119 | -58.03% | Q1 2026 | Apr 07, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 7,231 | 1,387 | 0.01% | 0.02% | 1196 | -589 | -7.53% | Q1 2026 | Apr 13, 2026 |
| Investment Planning Advisors, Inc. | History | Reduced | 7,192 | 1,380 | 0.38% | 4.52% | 1198 | -73,855 | -91.13% | Q1 2026 | Apr 23, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 7,191 | 1,380 | 0.07% | 0.07% | 1197 | +540 | 8.12% | Q1 2026 | Apr 23, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 7,184 | 1,378 | 0.12% | 0.13% | 1199 | -107 | -1.47% | Q1 2026 | May 14, 2026 |
| Sharp Wealth Advisory, LLC | History | Added to | 7,177 | 1,377 | 0.68% | 0.65% | 1200 | +392 | 5.78% | Q1 2026 | Apr 27, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 7,090 | 1,360 | 0.47% | 0.42% | 1201 | +551 | 8.43% | Q1 2026 | May 04, 2026 |
| LOM Asset Management Ltd | History | No change | 7,040 | 1,351 | 0.39% | 0.39% | 1202 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 7,033 | 1,347 | 0.05% | 0.05% | 1203 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 7,008 | 1,345 | 0.31% | 0.39% | 1204 | -1,957 | -21.83% | Q1 2026 | May 13, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 7,007 | 1,344 | 0.42% | 0.45% | 1205 | -575 | -7.58% | Q1 2026 | May 01, 2026 |
| Alliance Wealth Management Group | History | No change | 6,989 | 1,341 | 0.29% | 0.29% | 1206 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Towercrest Capital Management | History | No change | 6,989 | 1,341 | 0.21% | 0.21% | 1207 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 6,844 | 1,327 | 0.85% | 1.54% | 1208 | -8,593 | -55.66% | Q1 2026 | May 12, 2026 |
| FARMERS TRUST CO | History | Added to | 6,912 | 1,326 | 0.21% | 0.11% | 1209 | +3,303 | 91.52% | Q1 2026 | Apr 07, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 6,911 | 1,326 | 0.08% | 0.09% | 1210 | -734 | -9.6% | Q1 2026 | Apr 30, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 6,908 | 1,325 | 0.14% | 0.09% | 1211 | +2,466 | 55.52% | Q1 2026 | Apr 30, 2026 |
| SageView Advisory Group, LLC | History | No change | 6,907 | 1,323 | 0.04% | 0.04% | 1212 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 6,871 | 1,318 | 0.52% | 0.55% | 1213 | -314 | -4.37% | Q1 2026 | May 11, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | New | 6,809 | 1,306 | 0.79% | — | 1214 | +6,809 | New | Q1 2026 | May 05, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 6,800 | 1,305 | 0.72% | 0.81% | 1215 | +51 | 0.76% | Q1 2026 | Apr 16, 2026 |
| Independence Bank of Kentucky | History | Reduced | 6,789 | 1,302 | 0.16% | 0.16% | 1216 | -19 | -0.28% | Q1 2026 | Apr 30, 2026 |
| Compound Planning, Inc. | History | Reduced | 6,782 | 1,301 | 0.04% | 0.07% | 1218 | -5,162 | -43.22% | Q1 2026 | May 14, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 6,779 | 1,301 | 0.25% | 0.23% | 1217 | +406 | 6.37% | Q1 2026 | May 01, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 6,773 | 1,299 | 0.01% | 0.01% | 1219 | +855 | 14.45% | Q1 2026 | May 15, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 6,738 | 1,293 | 0.49% | 0.6% | 1221 | +266 | 4.11% | Q1 2026 | May 15, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 6,738 | 1,293 | 0.15% | 0.15% | 1220 | +4 | 0.06% | Q1 2026 | May 15, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 6,730 | 1,291 | 1.01% | 1.05% | 1222 | +6 | 0.09% | Q1 2026 | Apr 22, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 6,724 | 1,290 | 0.04% | 0.04% | 1223 | +618 | 10.12% | Q1 2026 | May 15, 2026 |
| Intellus Advisors LLC | History | Added to | 6,722 | 1,290 | 0.18% | 0.16% | 1224 | +233 | 3.59% | Q1 2026 | May 07, 2026 |
| Zhang Financial LLC | History | Added to | 6,713 | 1,288 | 0.04% | 0.02% | 1225 | +4,334 | 182.18% | Q1 2026 | May 06, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 6,708 | 1,287 | 0.1% | 0.11% | 1226 | +9 | 0.13% | Q1 2026 | May 15, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 6,693 | 1,284 | 0.24% | 0.19% | 1227 | +101 | 1.53% | Q1 2026 | May 11, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 6,685 | 1,282 | 0.01% | 0.0% | 1228 | +4,730 | 241.94% | Q1 2026 | Apr 27, 2026 |
| SEEDS INVESTOR LLC | History | New | 6,417 | 1,281 | 0.17% | — | 1229 | +6,417 | New | Q1 2026 | May 11, 2026 |
| DV Trading LLC | History | Reduced | 6,674 | 1,280 | 0.03% | 0.04% | 1230 | -1,583 | -19.17% | Q1 2026 | May 15, 2026 |
| Professional Financial Advisors, LLC | History | New | 6,654 | 1,277 | 0.26% | — | 1232 | +6,654 | New | Q1 2026 | Apr 13, 2026 |
| Skyview Financial Group LLC | History | No change | 6,671 | 1,277 | 1.32% | 1.32% | 1231 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Worth Asset Management, LLC | History | New | 6,615 | 1,269 | 0.47% | — | 1233 | +6,615 | New | Q1 2026 | Apr 17, 2026 |
| Syverson Strege & Co | History | No change | 6,597 | 1,266 | 0.3% | 0.3% | 1234 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 6,592 | 1,265 | 0.14% | 0.15% | 1235 | -168 | -2.49% | Q1 2026 | May 11, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Added to | 6,581 | 1,263 | 1.06% | 0.8% | 1236 | +1,541 | 30.58% | Q1 2026 | May 15, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 6,572 | 1,261 | 0.07% | 0.17% | 1237 | -10,948 | -62.49% | Q1 2026 | Apr 13, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | No change | 6,544 | 1,255 | 0.55% | 0.54% | 1238 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| First City Capital Management, Inc. | History | Added to | 6,536 | 1,254 | 0.66% | 0.53% | 1239 | +1,315 | 25.19% | Q1 2026 | Apr 17, 2026 |
| PAX Financial Group, LLC | History | New | 6,523 | 1,251 | 0.21% | — | 1240 | +6,523 | New | Q1 2026 | Apr 27, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 6,507 | 1,248 | 0.09% | 0.09% | 1242 | -86 | -1.3% | Q1 2026 | May 12, 2026 |
| CHARTER RESEARCH & INVESTMENT GROUP, INC. | History | Reduced | 6,507 | 1,248 | 0.83% | 0.84% | 1241 | -40 | -0.61% | Q1 2026 | May 12, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 6,493 | 1,246 | 0.13% | 0.14% | 1243 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 6,490 | 1,245 | 0.04% | 0.05% | 1244 | -1,624 | -20.01% | Q1 2026 | May 06, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 6,491 | 1,245 | 0.07% | 0.08% | 1245 | +100 | 1.56% | Q1 2026 | May 11, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 6,474 | 1,242 | 0.13% | 0.02% | 1246 | +5,284 | 444.03% | Q1 2026 | Apr 15, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 6,471 | 1,241 | 0.71% | 0.74% | 1247 | -197 | -2.95% | Q1 2026 | May 01, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 6,452 | 1,238 | 0.2% | 0.32% | 1249 | -2,043 | -24.05% | Q1 2026 | Apr 10, 2026 |
| Financial Advisory Corp | History | No change | 6,453 | 1,238 | 0.17% | 0.18% | 1248 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 6,439 | 1,235 | 0.34% | 0.38% | 1250 | +194 | 3.11% | Q1 2026 | Apr 09, 2026 |
| Opulen Financial Group LLC | History | Added to | 6,402 | 1,228 | 0.86% | 0.87% | 1252 | +143 | 2.28% | Q1 2026 | Apr 29, 2026 |
| Stephens Consulting, LLC | History | No change | 6,413 | 1,228 | 0.4% | 0.4% | 1251 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 6,394 | 1,227 | 0.12% | 0.09% | 1253 | +1,584 | 32.93% | Q1 2026 | May 04, 2026 |
| TFB Advisors LLC | History | Added to | 6,389 | 1,226 | 0.64% | 0.3% | 1254 | +797 | 14.25% | Q1 2026 | Apr 20, 2026 |
| JGP Wealth Management, LLC | History | Reduced | 6,358 | 1,220 | 0.13% | 0.13% | 1255 | -76 | -1.18% | Q1 2026 | Apr 08, 2026 |
| Forum Financial Management, LP | History | Added to | 6,335 | 1,215 | 0.02% | 0.02% | 1256 | +69 | 1.1% | Q1 2026 | Apr 23, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | No change | 6,290 | 1,207 | 0.24% | 0.25% | 1257 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 6,275 | 1,204 | 0.14% | 0.14% | 1258 | +37 | 0.59% | Q1 2026 | Apr 17, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Added to | 6,266 | 1,202 | 0.11% | 0.07% | 1259 | +1,651 | 35.77% | Q1 2026 | Apr 30, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | Added to | 6,256 | 1,201 | 0.22% | 0.21% | 1260 | +272 | 4.55% | Q1 2026 | May 12, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 6,253 | 1,200 | 0.11% | 0.11% | 1261 | +205 | 3.39% | Q1 2026 | Apr 15, 2026 |
| Dockside LLC | History | New | 6,237 | 1,197 | 0.3% | — | 1262 | +6,237 | New | Q1 2026 | May 08, 2026 |
| Ocean Park Asset Management, LLC | History | Reduced | 6,216 | 1,192 | 0.07% | 0.06% | 1263 | -870 | -12.28% | Q1 2026 | Apr 16, 2026 |
| Hamilton Wealth, LLC | History | New | 6,210 | 1,191 | 0.08% | — | 1264 | +6,210 | New | Q1 2026 | May 18, 2026 |
| Palumbo Wealth Management LLC | History | New | 6,208 | 1,191 | 0.29% | — | 1265 | +6,208 | New | Q1 2026 | May 12, 2026 |
| Aries Wealth Management | History | Added to | 6,158 | 1,181 | 0.26% | 0.25% | 1266 | +150 | 2.5% | Q1 2026 | May 14, 2026 |
| Advisory Alpha, LLC | History | Reduced | 6,119 | 1,174 | 0.03% | 0.04% | 1267 | -1,925 | -23.93% | Q1 2026 | May 14, 2026 |
| Giverny Capital Inc. | History | New | 6,105 | 1,171 | 0.04% | — | 1268 | +6,105 | New | Q1 2026 | May 15, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 6,097 | 1,170 | 0.19% | 0.19% | 1270 | +690 | 12.76% | Q1 2026 | Apr 17, 2026 |
| Sentry LLC | History | No change | 6,098 | 1,170 | 0.37% | 0.32% | 1269 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 6,094 | 1,169 | 0.02% | 0.01% | 1272 | +4,302 | 240.07% | Q1 2026 | Apr 27, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 6,096 | 1,169 | 0.16% | 0.16% | 1271 | -389 | -6.0% | Q1 2026 | Apr 08, 2026 |
| Perkins Coie Trust Co | History | No change | 6,083 | 1,167 | 0.22% | 0.22% | 1273 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 6,069 | 1,165 | 0.43% | 0.44% | 1274 | -5 | -0.08% | Q1 2026 | Apr 13, 2026 |
| GeoWealth Management, LLC | History | Added to | 6,052 | 1,161 | 0.04% | 0.01% | 1275 | +4,435 | 274.27% | Q1 2026 | May 13, 2026 |
| Carrera Capital Advisors | History | Reduced | 6,038 | 1,158 | 0.18% | 0.2% | 1276 | -57 | -0.94% | Q1 2026 | May 04, 2026 |
| 1832 Asset Management L.P. | History | No change | 6,020 | 1,155 | 0.0% | 0.0% | 1277 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 6,013 | 1,154 | 0.04% | 0.14% | 1278 | +1,403 | 30.43% | Q1 2026 | May 14, 2026 |
| Avant Capital LLC | History | Reduced | 6,015 | 1,154 | 0.81% | 0.87% | 1279 | -586 | -8.88% | Q1 2026 | May 12, 2026 |
| Bawa N Mallick Trust | History | Reduced | 6,000 | 1,151 | 0.47% | 0.53% | 1280 | -1,517 | -20.18% | Q1 2026 | May 15, 2026 |
| IFS Group,LLC | History | New | 5,982 | 1,148 | 1.02% | — | 1282 | +5,982 | New | Q1 2026 | May 18, 2026 |
| XY Planning Network, Inc. | History | Added to | 5,966 | 1,148 | 0.18% | 0.18% | 1281 | +689 | 13.06% | Q1 2026 | Apr 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 5,629 | 1,145 | 0.09% | 0.08% | 1284 | +912 | 19.33% | Q1 2026 | May 01, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 5,980 | 1,145 | 0.09% | 0.09% | 1283 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SeaBridge Investment Advisors LLC | History | Reduced | 5,965 | 1,144 | 0.19% | 2.25% | 1285 | -65,233 | -91.62% | Q1 2026 | Apr 28, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 5,963 | 1,144 | 0.46% | 0.49% | 1286 | +25 | 0.42% | Q1 2026 | May 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 5,923 | 1,136 | 0.16% | 0.18% | 1287 | -551 | -8.51% | Q1 2026 | May 13, 2026 |
| Phraction Management LLC | History | Added to | 5,896 | 1,131 | 0.23% | 0.3% | 1288 | +38 | 0.65% | Q1 2026 | Apr 23, 2026 |
| JMG Financial Group, Ltd. | History | No change | 5,877 | 1,127 | 0.03% | 0.03% | 1289 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Chemistry Wealth Management LLC | History | Reduced | 5,852 | 1,123 | 0.2% | 0.21% | 1290 | -91 | -1.53% | Q1 2026 | Apr 09, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | New | 5,836 | 1,120 | 0.23% | — | 1291 | +5,836 | New | Q1 2026 | Apr 20, 2026 |
| CERTUITY, LLC | History | Reduced | 5,828 | 1,118 | 0.07% | 0.16% | 1292 | -7,500 | -56.27% | Q1 2026 | May 11, 2026 |
| Chicago Capital, LLC | History | New | 5,825 | 1,117 | 0.03% | — | 1293 | +5,825 | New | Q1 2026 | Apr 23, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 5,794 | 1,111 | 0.18% | 0.17% | 1294 | +15 | 0.26% | Q1 2026 | May 08, 2026 |
| CULBERTSON A N & CO INC | History | Added to | 5,770 | 1,107 | 0.14% | 0.14% | 1295 | +399 | 7.43% | Q1 2026 | May 12, 2026 |
| Howard Capital Management Group, LLC | History | No change | 5,767 | 1,106 | 0.07% | 0.07% | 1296 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Hassell Wealth Management, LLC | History | No change | 5,759 | 1,105 | 0.37% | 0.38% | 1297 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 5,753 | 1,104 | 8.38% | 7.54% | 1298 | -1,495 | -20.63% | Q1 2026 | May 13, 2026 |
| Rossmore Private Capital | History | Reduced | 5,745 | 1,102 | 0.1% | 0.12% | 1299 | -1,200 | -17.28% | Q1 2026 | May 01, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 5,738 | 1,101 | 0.19% | 0.19% | 1300 | -151 | -2.56% | Q1 2026 | May 06, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | New | 5,735 | 1,100 | 0.3% | — | 1301 | +5,735 | New | Q1 2026 | Apr 08, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Added to | 5,708 | 1,095 | 0.01% | 0.01% | 1302 | +314 | 5.82% | Q1 2026 | May 08, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Added to | 5,701 | 1,094 | 0.2% | 0.19% | 1303 | +256 | 4.7% | Q1 2026 | May 01, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 5,691 | 1,092 | 0.24% | 0.25% | 1306 | +142 | 2.56% | Q1 2026 | Apr 14, 2026 |
| GRANDFIELD & DODD, LLC | History | Reduced | 5,691 | 1,092 | 0.06% | 0.06% | 1304 | -47 | -0.82% | Q1 2026 | May 07, 2026 |
| Pictet North America Advisors SA | History | No change | 5,690 | 1,092 | 0.11% | 0.1% | 1305 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 5,665 | 1,087 | 0.77% | 0.87% | 1307 | -397 | -6.55% | Q1 2026 | May 19, 2026 |
| Diligent Investors, LLC | History | Added to | 5,634 | 1,081 | 0.27% | 0.25% | 1308 | +241 | 4.47% | Q1 2026 | Apr 15, 2026 |
| Grantvest Financial Group LLC | History | Added to | 5,623 | 1,079 | 0.7% | 0.68% | 1309 | +50 | 0.9% | Q1 2026 | May 11, 2026 |
| Mirador Capital Partners LP | History | Added to | 5,619 | 1,078 | 0.15% | 0.09% | 1311 | +2,365 | 72.68% | Q1 2026 | Apr 08, 2026 |
| Boothe Investment Group, Inc. | History | Reduced | 5,617 | 1,078 | 0.35% | 0.39% | 1312 | -60 | -1.06% | Q1 2026 | May 19, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 5,617 | 1,078 | 0.06% | 0.06% | 1310 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 5,608 | 1,076 | 0.4% | 0.29% | 1314 | +1,562 | 38.61% | Q1 2026 | Apr 17, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 5,609 | 1,076 | 0.03% | 0.03% | 1313 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 5,596 | 1,073 | 0.7% | 0.99% | 1315 | -2,432 | -30.29% | Q1 2026 | Apr 24, 2026 |
| Abbot Financial Management, Inc. | History | Added to | 5,588 | 1,072 | 0.45% | 0.43% | 1316 | +171 | 3.16% | Q1 2026 | May 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 5,565 | 1,068 | 0.0% | 0.0% | 1317 | -436 | -7.27% | Q1 2026 | May 04, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 5,565 | 1,068 | 0.02% | 0.02% | 1318 | -32 | -0.57% | Q1 2026 | May 07, 2026 |
| Vantus Wealth LLC | History | No change | 5,571 | 1,067 | 0.79% | 0.79% | 1319 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 5,549 | 1,064 | 0.43% | 0.45% | 1320 | -1,392 | -20.05% | Q1 2026 | Apr 24, 2026 |
| HT Partners LLC | History | Added to | 5,532 | 1,061 | 0.32% | 0.31% | 1321 | +9 | 0.16% | Q1 2026 | Apr 10, 2026 |
| Goodman Financial Corp | History | Reduced | 5,522 | 1,059 | 0.18% | 0.23% | 1322 | -694 | -11.16% | Q1 2026 | May 06, 2026 |
| Baldwin Investment Management, LLC | History | Reduced | 5,505 | 1,056 | 0.12% | 0.12% | 1323 | -31 | -0.56% | Q1 2026 | May 12, 2026 |
| Hartree Partners, LP | History | New | 5,500 | 1,055 | 0.23% | — | 1324 | +5,500 | New | Q1 2026 | May 12, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 5,483 | 1,052 | 0.38% | 0.28% | 1325 | +1,403 | 34.39% | Q1 2026 | Apr 14, 2026 |
| Autumn Glory Partners, LLC | History | Reduced | 5,471 | 1,049 | 0.39% | 0.37% | 1326 | -108 | -1.94% | Q1 2026 | May 04, 2026 |
| IFG Advisors, LLC | History | Added to | 5,437 | 1,043 | 0.17% | 0.1% | 1327 | +2,187 | 67.29% | Q1 2026 | Apr 09, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 5,421 | 1,040 | 0.04% | 0.04% | 1329 | +80 | 1.5% | Q1 2026 | May 12, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | No change | 5,419 | 1,040 | 0.19% | 0.19% | 1328 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 5,428 | 1,039 | 0.07% | 0.07% | 1330 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 5,412 | 1,038 | 0.02% | 0.02% | 1331 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Platform Technology Partners | History | Reduced | 5,406 | 1,037 | 0.2% | 0.32% | 1332 | -2,440 | -31.1% | Q1 2026 | Apr 27, 2026 |
| MAIRS & POWER INC | History | New | 5,385 | 1,033 | 0.01% | — | 1334 | +5,385 | New | Q1 2026 | May 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 5,384 | 1,033 | 0.06% | 0.04% | 1333 | +3,552 | 193.89% | Q1 2026 | Apr 22, 2026 |
| MGB Wealth Management, LLC | History | No change | 5,346 | 1,024 | 0.29% | 0.29% | 1335 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Abound Wealth Management | History | Added to | 5,335 | 1,023 | 0.23% | 0.21% | 1337 | +674 | 14.46% | Q1 2026 | Apr 10, 2026 |
| Atlas Brown,Inc. | History | Added to | 5,335 | 1,023 | 0.31% | 0.3% | 1336 | +3 | 0.06% | Q1 2026 | Apr 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 5,030 | 1,014 | 0.01% | 0.01% | 1338 | +250 | 5.23% | Q1 2026 | May 06, 2026 |
| High Point Wealth Management, LLC | History | Reduced | 5,283 | 1,013 | 0.98% | 1.08% | 1340 | -737 | -12.24% | Q1 2026 | Apr 08, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 5,279 | 1,013 | 0.1% | 0.11% | 1339 | -310 | -5.55% | Q1 2026 | May 12, 2026 |
| Cambridge Advisors Inc. | History | Added to | 5,274 | 1,012 | 0.2% | 0.19% | 1341 | +10 | 0.19% | Q1 2026 | Apr 16, 2026 |
| GAMMA Investing LLC | History | Added to | 5,272 | 1,011 | 0.05% | 0.05% | 1342 | +526 | 11.08% | Q1 2026 | Apr 06, 2026 |
| Truepoint, Inc. | History | New | 5,237 | 1,004 | 0.02% | — | 1343 | +5,237 | New | Q1 2026 | May 08, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 5,205 | 998 | 0.3% | 0.3% | 1344 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| INVESTED ADVISORS | History | Added to | 5,163 | 990 | 1.0% | 0.88% | 1345 | +712 | 16.0% | Q1 2026 | Apr 29, 2026 |
| Odyssey Capital Advisors, Inc. | History | Reduced | 5,161 | 990 | 0.89% | 0.89% | 1346 | -54 | -1.04% | Q1 2026 | Apr 29, 2026 |
| Apollon Financial, LLC | History | Added to | 5,155 | 989 | 0.14% | 0.07% | 1347 | +2,705 | 110.41% | Q1 2026 | Apr 22, 2026 |
| Lafayette Investments, Inc. | History | Added to | 5,146 | 987 | 0.2% | 0.17% | 1348 | +575 | 12.58% | Q1 2026 | Apr 27, 2026 |
| Private Wealth Advisors, LLC | History | Added to | 5,130 | 984 | 0.28% | 0.22% | 1349 | +1,558 | 43.62% | Q1 2026 | May 13, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 5,131 | 984 | 0.35% | 0.32% | 1350 | +458 | 9.8% | Q1 2026 | Apr 08, 2026 |
| Massachusetts Wealth Management | History | Added to | 5,131 | 984 | 0.43% | 0.43% | 1351 | +307 | 6.36% | Q1 2026 | Apr 15, 2026 |
| ROCKLAND TRUST CO | History | New | 5,104 | 979 | 0.04% | — | 1352 | +5,104 | New | Q1 2026 | Apr 16, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | Reduced | 5,099 | 978 | 0.19% | 0.24% | 1353 | -1,364 | -21.1% | Q1 2026 | May 06, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 5,100 | 978 | 0.31% | 0.31% | 1355 | -10 | -0.2% | Q1 2026 | May 08, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 5,096 | 978 | 0.83% | 0.78% | 1354 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 5,094 | 977 | 0.06% | 0.06% | 1356 | -666 | -11.56% | Q1 2026 | Apr 20, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 5,085 | 975 | 0.1% | 0.11% | 1357 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Keebeck Wealth Management | History | Reduced | 5,056 | 970 | 0.11% | 0.17% | 1359 | -2,534 | -33.39% | Q1 2026 | May 14, 2026 |
| Wealth Advisors of Tampa Bay, LLC | History | Added to | 5,058 | 970 | 0.32% | 0.33% | 1358 | +2 | 0.04% | Q1 2026 | May 14, 2026 |
| Royal Capital Wealth Management, LLC | History | Added to | 5,045 | 968 | 0.6% | 0.36% | 1360 | +1,826 | 56.73% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 5,051 | 967 | 0.02% | 0.02% | 1361 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Wealthspire Retirement, LLC | History | No change | 5,036 | 966 | 0.06% | 0.06% | 1362 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Crewe Advisors LLC | History | Added to | 5,014 | 962 | 0.08% | 0.06% | 1363 | +1,614 | 47.47% | Q1 2026 | May 07, 2026 |
| Global Endowment Management, LP | History | No change | 5,000 | 960 | 0.11% | 0.12% | 1364 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 5,000 | 959 | 0.03% | 0.03% | 1365 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Old North State Trust, LLC | History | No change | 4,985 | 957 | 0.57% | 0.56% | 1366 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Advanced Portfolio Management, LLC | History | No change | 5,000 | 957 | 2.92% | 2.92% | 1367 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MIZUHO MARKETS AMERICAS LLC | History | New | 4,950 | 950 | 0.03% | — | 1369 | +4,950 | New | Q1 2026 | May 14, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 4,954 | 950 | 0.22% | 0.22% | 1368 | +165 | 3.45% | Q1 2026 | Apr 17, 2026 |
| Game Plan Financial Advisors, LLC | History | Added to | 4,936 | 947 | 0.43% | 0.12% | 1370 | +3,408 | 223.04% | Q1 2026 | Apr 23, 2026 |
| Thrive Capital Management, LLC | History | Added to | 4,922 | 944 | 0.21% | 0.19% | 1371 | +513 | 11.64% | Q1 2026 | Apr 27, 2026 |
| Arcus Capital Partners, LLC | History | Added to | 4,913 | 942 | 0.34% | 0.33% | 1372 | +88 | 1.82% | Q1 2026 | May 06, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 4,900 | 940 | 0.06% | 0.04% | 1373 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 4,889 | 938 | 0.1% | 0.12% | 1374 | -1,031 | -17.42% | Q1 2026 | Apr 16, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 4,890 | 938 | 0.13% | 0.13% | 1375 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Intrua Financial, LLC | History | Reduced | 4,886 | 937 | 0.1% | 0.1% | 1376 | -231 | -4.51% | Q1 2026 | Apr 23, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 4,879 | 936 | 0.1% | 0.1% | 1377 | +93 | 1.94% | Q1 2026 | Apr 23, 2026 |
| Aznar Financial Advisors, LLC | History | No change | 4,888 | 936 | 0.9% | 0.9% | 1378 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Ted Buchan & Co | History | Reduced | 4,868 | 934 | 0.34% | 0.35% | 1379 | -121 | -2.43% | Q1 2026 | May 14, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 4,859 | 932 | 0.19% | 0.18% | 1380 | +275 | 6.0% | Q1 2026 | Apr 20, 2026 |
| Addison Capital Co | History | Added to | 4,855 | 931 | 0.17% | 0.1% | 1382 | +2,793 | 135.45% | Q1 2026 | Apr 29, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 4,854 | 931 | 0.03% | 0.03% | 1381 | -25 | -0.51% | Q1 2026 | Apr 29, 2026 |
| Cooksen Wealth, LLC | History | Added to | 4,851 | 930 | 0.68% | 0.68% | 1383 | +29 | 0.6% | Q1 2026 | Apr 30, 2026 |
| BIP Wealth, LLC | History | Added to | 4,825 | 925 | 0.04% | 0.01% | 1384 | +3,499 | 263.88% | Q1 2026 | Apr 27, 2026 |
| Monte Financial Group, LLC | History | Added to | 4,822 | 925 | 0.33% | 0.29% | 1385 | +757 | 18.62% | Q1 2026 | May 14, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Reduced | 4,784 | 918 | 0.4% | 0.42% | 1386 | -61 | -1.26% | Q1 2026 | Apr 29, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 4,780 | 917 | 0.62% | 0.62% | 1387 | +135 | 2.91% | Q1 2026 | Apr 14, 2026 |
| Disciplined Investors, L.L.C. | History | Reduced | 4,775 | 916 | 0.55% | 0.61% | 1388 | -90 | -1.85% | Q1 2026 | May 12, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 4,760 | 913 | 0.04% | 0.02% | 1389 | +1,613 | 51.26% | Q1 2026 | Apr 13, 2026 |
| HORAN Wealth, LLC | History | Reduced | 4,760 | 912 | 0.09% | 0.14% | 1391 | -10 | -0.21% | Q1 2026 | May 08, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 4,755 | 912 | 0.01% | 0.01% | 1390 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 4,732 | 908 | 0.56% | 0.6% | 1393 | -428 | -8.29% | Q1 2026 | Apr 22, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Reduced | 4,732 | 908 | 0.21% | 0.21% | 1392 | -93 | -1.93% | Q1 2026 | May 15, 2026 |
| BFSG, LLC | History | Added to | 4,712 | 904 | 0.09% | 0.07% | 1394 | +760 | 19.23% | Q1 2026 | Apr 28, 2026 |
| J.Safra Asset Management Corp | History | Reduced | 4,700 | 902 | 0.05% | 0.05% | 1395 | -265 | -5.34% | Q1 2026 | May 04, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 4,696 | 901 | 0.52% | — | 1396 | +4,696 | New | Q1 2026 | May 12, 2026 |
| MONARCH CAPITAL MANAGEMENT INC | History | Reduced | 4,692 | 900 | 0.22% | 0.27% | 1397 | -970 | -17.13% | Q1 2026 | Apr 16, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 4,685 | 899 | 0.59% | 0.9% | 1398 | -2,456 | -34.39% | Q1 2026 | May 07, 2026 |
| Sandbox Financial Partners, LLC | History | Reduced | 4,683 | 898 | 0.25% | 0.25% | 1399 | -45 | -0.95% | Q1 2026 | Apr 08, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 4,676 | 897 | 0.77% | — | 1400 | +4,676 | New | Q1 2026 | Apr 13, 2026 |
| FFG Partners, LLC | History | New | 4,646 | 891 | 0.35% | — | 1402 | +4,646 | New | Q1 2026 | Apr 17, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | Reduced | 4,647 | 891 | 0.21% | 0.28% | 1401 | -1,665 | -26.38% | Q1 2026 | Apr 10, 2026 |
| Cedar Wealth Management, LLC | History | No change | 4,639 | 890 | 0.26% | 0.27% | 1403 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Shoker Investment Counsel, Inc. | History | Added to | 4,607 | 884 | 0.26% | 0.26% | 1404 | +6 | 0.13% | Q1 2026 | May 11, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 4,587 | 880 | 0.79% | 0.0% | 1405 | +4,578 | 50866.67% | Q1 2026 | May 11, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 4,577 | 878 | 0.02% | 0.02% | 1406 | +718 | 18.61% | Q1 2026 | May 01, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 4,577 | 878 | 0.32% | 0.31% | 1407 | -46 | -1.0% | Q1 2026 | May 06, 2026 |
| Advanced Asset Management Advisors Inc | History | Added to | 4,541 | 871 | 0.24% | 0.14% | 1408 | +1,935 | 74.25% | Q1 2026 | Apr 24, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 4,521 | 867 | 0.6% | 0.54% | 1409 | +242 | 5.66% | Q1 2026 | Apr 07, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 4,491 | 861 | 0.16% | 0.07% | 1410 | +2,580 | 135.01% | Q1 2026 | Apr 29, 2026 |
| Allie Family Office LLC | History | No change | 4,485 | 860 | 0.38% | 0.4% | 1411 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SFMG, LLC | History | Added to | 4,460 | 855 | 0.06% | 0.06% | 1412 | +16 | 0.36% | Q1 2026 | May 12, 2026 |
| Loudon Investment Management, LLC | History | Added to | 4,454 | 854 | 0.46% | 0.38% | 1413 | +668 | 17.64% | Q1 2026 | May 11, 2026 |
| CSM Advisors, LLC | History | No change | 4,450 | 854 | 0.02% | 0.02% | 1414 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 4,447 | 853 | 0.35% | 0.26% | 1415 | +561 | 14.44% | Q1 2026 | Apr 14, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 4,424 | 849 | 0.15% | 0.13% | 1416 | +954 | 27.49% | Q1 2026 | May 11, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 4,405 | 845 | 0.01% | 0.01% | 1417 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 4,399 | 844 | 0.01% | 0.01% | 1418 | +1,758 | 66.57% | Q1 2026 | May 05, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | New | 4,392 | 842 | 0.38% | — | 1421 | +4,392 | New | Q1 2026 | Apr 24, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 4,388 | 842 | 0.29% | 0.29% | 1419 | -111 | -2.47% | Q1 2026 | Apr 09, 2026 |
| SFM, LLC | History | Added to | 4,390 | 842 | 0.51% | 0.49% | 1420 | +61 | 1.41% | Q1 2026 | Apr 08, 2026 |
| Principle Wealth Partners LLC | History | Added to | 4,377 | 840 | 0.05% | 0.03% | 1422 | +1,435 | 48.78% | Q1 2026 | May 07, 2026 |
| Austin Asset Management Co Inc | History | Reduced | 4,371 | 838 | 0.14% | 0.14% | 1423 | -80 | -1.8% | Q1 2026 | Apr 29, 2026 |
| Quartz Partners, LLC | History | New | 4,359 | 836 | 0.32% | — | 1424 | +4,359 | New | Q1 2026 | May 05, 2026 |
| WEST BANCORPORATION INC | History | Added to | 4,347 | 834 | 0.42% | 0.25% | 1425 | +1,872 | 75.64% | Q1 2026 | Apr 23, 2026 |
| Greystone Financial Group, LLC | History | Added to | 4,331 | 831 | 0.24% | 0.04% | 1426 | +3,102 | 252.4% | Q1 2026 | Apr 24, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 4,097 | 829 | 0.5% | 0.5% | 1428 | +120 | 3.02% | Q1 2026 | Apr 23, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 4,323 | 829 | 0.14% | 0.14% | 1427 | -45 | -1.03% | Q1 2026 | Apr 28, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | New | 4,318 | 828 | 0.09% | — | 1429 | +4,318 | New | Q1 2026 | Apr 29, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 4,295 | 824 | 0.47% | 0.5% | 1430 | -326 | -7.05% | Q1 2026 | Apr 08, 2026 |
| Friedenthal Financial | History | New | 4,250 | 815 | 0.41% | — | 1432 | +4,250 | New | Q1 2026 | Apr 20, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Added to | 4,247 | 815 | 0.45% | 0.4% | 1431 | +424 | 11.09% | Q1 2026 | Apr 09, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 4,246 | 814 | 0.06% | 0.07% | 1433 | -631 | -12.94% | Q1 2026 | Apr 08, 2026 |
| 6th Street Advisors, LLC | History | New | 4,191 | 804 | 0.51% | — | 1434 | +4,191 | New | Q1 2026 | May 04, 2026 |
| ICW Investment Advisors LLC | History | Added to | 4,182 | 802 | 0.29% | 0.25% | 1435 | +619 | 17.37% | Q1 2026 | May 11, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | Added to | 4,158 | 797 | 0.76% | 0.53% | 1436 | +1,200 | 40.57% | Q1 2026 | Apr 14, 2026 |
| Briggs Wealth Management, Inc | History | No change | 4,154 | 797 | 0.85% | 0.85% | 1437 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 4,134 | 793 | 0.84% | 0.26% | 1440 | +2,754 | 199.57% | Q1 2026 | May 13, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 4,136 | 793 | 0.43% | 0.35% | 1439 | +740 | 21.79% | Q1 2026 | May 12, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 4,133 | 793 | 0.18% | 0.19% | 1438 | -191 | -4.42% | Q1 2026 | Apr 02, 2026 |
| TBH Global Asset Management, LLC | History | New | 4,122 | 791 | 0.16% | — | 1441 | +4,122 | New | Q1 2026 | Apr 22, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 4,112 | 789 | 0.08% | 0.08% | 1442 | +37 | 0.91% | Q1 2026 | May 14, 2026 |
| Innova Wealth Partners | History | Added to | 4,105 | 787 | 0.37% | 0.12% | 1443 | +2,816 | 218.46% | Q1 2026 | Apr 24, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 4,095 | 785 | 0.32% | 0.3% | 1444 | +189 | 4.84% | Q1 2026 | May 08, 2026 |
| Ascent Advisors, LLC | History | New | 4,090 | 784 | 1.44% | — | 1447 | +4,090 | New | Q1 2026 | Apr 29, 2026 |
| Rench Wealth Management, Inc. | History | Added to | 4,089 | 784 | 0.24% | 0.22% | 1445 | +18 | 0.44% | Q1 2026 | May 14, 2026 |
| Morton Capital Management LLC/CA | History | No change | 4,090 | 784 | 0.12% | 0.12% | 1446 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Glenview Trust Co | History | Reduced | 4,084 | 783 | 0.01% | 0.01% | 1448 | -382 | -8.55% | Q1 2026 | May 08, 2026 |
| Register Financial Advisors LLC | History | Added to | 4,074 | 781 | 0.29% | 0.29% | 1449 | +129 | 3.27% | Q1 2026 | Apr 15, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 4,050 | 781 | 0.12% | 0.12% | 1450 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| TRUST CO OF VERMONT | History | No change | 4,073 | 780 | 0.03% | 0.03% | 1451 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 4,062 | 779 | 0.09% | 0.08% | 1452 | +324 | 8.67% | Q1 2026 | May 04, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | New | 4,058 | 778 | 0.2% | — | 1455 | +4,058 | New | Q1 2026 | Apr 09, 2026 |
| ASSETMARK, INC | History | Added to | 4,056 | 778 | 0.0% | 0.0% | 1453 | +292 | 7.76% | Q1 2026 | May 06, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 4,056 | 778 | 0.26% | 0.24% | 1454 | +183 | 4.73% | Q1 2026 | May 15, 2026 |
| Aspire Growth Partners LLC | History | Added to | 4,041 | 775 | 0.53% | 0.52% | 1456 | +165 | 4.26% | Q1 2026 | Apr 17, 2026 |
| USA FINANCIAL FORMULAS | History | New | 4,037 | 774 | 0.15% | — | 1458 | +4,037 | New | Q1 2026 | Apr 14, 2026 |
| Westside Investment Management, Inc. | History | Added to | 4,033 | 774 | 0.12% | 0.12% | 1457 | +180 | 4.67% | Q1 2026 | May 04, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 3,999 | 767 | 0.08% | 0.11% | 1459 | -1,240 | -23.67% | Q1 2026 | May 04, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Reduced | 3,992 | 766 | 0.74% | 0.74% | 1460 | -88 | -2.16% | Q1 2026 | May 06, 2026 |
| AtlasMark Financial, Inc | History | No change | 4,000 | 766 | 0.49% | 0.49% | 1461 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CONSCIOUS WEALTH INVESTMENTS, LLC | History | No change | 3,823 | 763 | 0.43% | 0.46% | 1462 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 3,971 | 762 | 0.25% | 0.3% | 1463 | +1 | 0.03% | Q1 2026 | Apr 17, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 3,959 | 759 | 0.06% | 0.07% | 1464 | -88 | -2.17% | Q1 2026 | May 05, 2026 |
| Richmond Investment Services, LLC | History | Added to | 3,924 | 753 | 0.12% | 0.1% | 1466 | +750 | 23.63% | Q1 2026 | Apr 29, 2026 |
| Dale Q Rice Investment Management Ltd | History | Reduced | 3,928 | 753 | 0.57% | 0.56% | 1467 | -127 | -3.13% | Q1 2026 | May 08, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 3,927 | 753 | 0.1% | 0.1% | 1465 | -72 | -1.8% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 3,915 | 751 | 0.22% | 0.16% | 1468 | +1,040 | 36.17% | Q1 2026 | Apr 22, 2026 |
| Inlet Private Wealth, LLC | History | Added to | 3,901 | 748 | 0.19% | 0.17% | 1469 | +173 | 4.64% | Q1 2026 | May 13, 2026 |
| TSG Advice Partners, LLC | History | Reduced | 3,895 | 747 | 0.11% | 0.12% | 1470 | -109 | -2.72% | Q1 2026 | Apr 24, 2026 |
| Prepared Retirement Institute LLC | History | Reduced | 3,891 | 746 | 0.37% | 0.38% | 1471 | -32 | -0.82% | Q1 2026 | May 15, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Added to | 3,886 | 745 | 0.64% | 0.6% | 1472 | +43 | 1.12% | Q1 2026 | May 14, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 3,881 | 744 | 0.1% | 0.09% | 1473 | +494 | 14.59% | Q1 2026 | Apr 08, 2026 |
| Brooklyn Investment Group | History | Added to | 3,867 | 742 | 0.02% | 0.02% | 1475 | +1,284 | 49.71% | Q1 2026 | Apr 29, 2026 |
| Chicago Wealth Management, Inc. | History | Reduced | 3,870 | 742 | 0.3% | 0.3% | 1474 | -4 | -0.1% | Q1 2026 | May 11, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 3,861 | 741 | 0.48% | 0.47% | 1476 | +145 | 3.9% | Q1 2026 | Apr 10, 2026 |
| LongView Wealth Management | History | Added to | 3,708 | 740 | 0.19% | 0.16% | 1478 | +411 | 12.47% | Q1 2026 | Apr 15, 2026 |
| Capitol Family Office, Inc. | History | No change | 3,865 | 740 | 0.87% | 0.87% | 1477 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 3,851 | 739 | 0.06% | 0.26% | 1479 | -13,452 | -77.74% | Q1 2026 | Apr 27, 2026 |
| Del-Sette Capital Management, LLC | History | Reduced | 3,838 | 736 | 0.44% | 0.67% | 1480 | -1,826 | -32.24% | Q1 2026 | May 04, 2026 |
| Stokes Family Office, LLC | History | No change | 3,830 | 735 | 0.08% | 0.07% | 1481 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | New | 3,823 | 733 | 0.2% | — | 1482 | +3,823 | New | Q1 2026 | Apr 13, 2026 |
| WEALTHGARDEN F.S. LLC | History | New | 3,820 | 733 | 0.5% | — | 1483 | +3,820 | New | Q1 2026 | May 04, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | Reduced | 3,601 | 732 | 0.46% | 0.83% | 1485 | -2,066 | -36.46% | Q1 2026 | May 12, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 3,656 | 732 | 0.05% | 0.05% | 1484 | -428 | -10.48% | Q1 2026 | May 12, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 3,802 | 729 | 0.07% | 0.03% | 1487 | +2,340 | 160.05% | Q1 2026 | Apr 22, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 3,799 | 729 | 0.17% | 0.16% | 1486 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cardinal Point Capital Management ULC | History | New | 3,786 | 726 | 0.04% | — | 1488 | +3,786 | New | Q1 2026 | Apr 20, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Added to | 3,766 | 722 | 0.39% | 0.37% | 1489 | +369 | 10.86% | Q1 2026 | Apr 27, 2026 |
| GW&K Investment Management, LLC | History | New | 3,750 | 720 | 0.01% | — | 1492 | +3,750 | New | Q1 2026 | May 13, 2026 |
| Inspire Advisors, LLC | History | Added to | 3,753 | 720 | 0.06% | 0.06% | 1490 | +213 | 6.02% | Q1 2026 | May 15, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 3,755 | 720 | 0.41% | 0.39% | 1491 | +178 | 4.98% | Q1 2026 | Apr 10, 2026 |
| Meriwether Wealth & Planning, LLC | History | Reduced | 3,750 | 719 | 0.39% | 0.43% | 1493 | -250 | -6.25% | Q1 2026 | Apr 09, 2026 |
| McLaughlin Asset Management, Inc. | History | Added to | 3,751 | 719 | 0.69% | 0.64% | 1494 | +14 | 0.37% | Q1 2026 | Apr 29, 2026 |
| WealthTrust Axiom LLC | History | Reduced | 3,742 | 718 | 0.18% | 0.19% | 1495 | -175 | -4.47% | Q1 2026 | May 11, 2026 |
| DOVER ADVISORS, LLC | History | Added to | 3,736 | 717 | 0.3% | 0.27% | 1496 | +146 | 4.07% | Q1 2026 | Apr 08, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 3,733 | 716 | 0.1% | 0.11% | 1497 | +96 | 2.64% | Q1 2026 | Apr 30, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | No change | 3,729 | 715 | 0.22% | 0.24% | 1498 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WNY Asset Management, LLC | History | New | 3,718 | 713 | 0.07% | — | 1499 | +3,718 | New | Q1 2026 | May 22, 2026 |
| Allianz Asset Management GmbH | History | New | 3,700 | 710 | 0.0% | — | 1502 | +3,700 | New | Q1 2026 | May 11, 2026 |
| Legacy Advisors, LLC | History | Added to | 3,703 | 710 | 0.08% | 0.06% | 1500 | +960 | 35.0% | Q1 2026 | May 05, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 3,704 | 710 | 0.2% | 0.18% | 1501 | -1 | -0.03% | Q1 2026 | May 05, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 3,698 | 709 | 0.14% | 0.13% | 1503 | +344 | 10.26% | Q1 2026 | May 14, 2026 |
| Balboa Wealth Partners | History | Added to | 3,678 | 705 | 0.12% | 0.06% | 1505 | +1,625 | 79.15% | Q1 2026 | Apr 16, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Reduced | 3,676 | 705 | 0.33% | 0.32% | 1504 | -584 | -13.71% | Q1 2026 | May 13, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 3,670 | 704 | 0.06% | 0.06% | 1506 | +156 | 4.44% | Q1 2026 | May 07, 2026 |
| Serenus Wealth Advisors, LLC | History | Reduced | 3,660 | 702 | 0.14% | 0.14% | 1507 | -127 | -3.35% | Q1 2026 | Apr 27, 2026 |
| Essex Bank | History | Reduced | 3,656 | 701 | 0.16% | 0.16% | 1508 | -101 | -2.69% | Q1 2026 | Apr 17, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Added to | 3,647 | 699 | 0.56% | 0.52% | 1509 | +241 | 7.08% | Q1 2026 | May 12, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 3,637 | 697 | 0.24% | 0.22% | 1510 | +282 | 8.41% | Q1 2026 | Apr 29, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 3,609 | 692 | 0.57% | 0.57% | 1511 | -14 | -0.39% | Q1 2026 | Apr 28, 2026 |
| Hudson Value Partners, LLC | History | No change | 3,609 | 692 | 0.21% | 0.21% | 1512 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 3,604 | 691 | 0.24% | 0.13% | 1514 | +1,914 | 113.25% | Q1 2026 | May 14, 2026 |
| TrinityBridge Ltd | History | No change | 3,600 | 691 | 0.02% | 0.02% | 1513 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tenon Financial LLC | History | No change | 3,598 | 690 | 0.27% | 0.29% | 1515 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Reduced | 3,592 | 689 | 0.31% | 0.57% | 1516 | -2,042 | -36.24% | Q1 2026 | Apr 28, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Added to | 3,586 | 688 | 0.31% | 0.26% | 1518 | +6 | 0.17% | Q1 2026 | May 08, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 3,587 | 688 | 0.47% | 0.48% | 1517 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 3,554 | 682 | 0.12% | 0.12% | 1519 | -35 | -0.98% | Q1 2026 | Apr 30, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 3,552 | 681 | 0.06% | 0.06% | 1520 | +30 | 0.85% | Q1 2026 | Apr 20, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 3,547 | 680 | 0.05% | 0.05% | 1521 | +123 | 3.59% | Q1 2026 | Apr 10, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 3,535 | 678 | 0.08% | 0.08% | 1522 | +30 | 0.86% | Q1 2026 | May 04, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Reduced | 3,521 | 675 | 0.51% | 0.81% | 1523 | -1,572 | -30.87% | Q1 2026 | Apr 27, 2026 |
| Horizons Wealth Management | History | No change | 3,519 | 675 | 0.44% | 0.44% | 1524 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Argent Advisors, Inc. | History | Reduced | 3,486 | 669 | 0.18% | 0.28% | 1525 | -1,830 | -34.42% | Q1 2026 | Apr 24, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 3,377 | 669 | 0.08% | 0.09% | 1526 | +14 | 0.42% | Q1 2026 | Apr 20, 2026 |
| Bienville Capital Management, LLC | History | Added to | 3,481 | 668 | 0.12% | 0.1% | 1527 | +194 | 5.9% | Q1 2026 | May 13, 2026 |
| Sequent Planning LLC | History | Reduced | 3,485 | 668 | 0.16% | 0.18% | 1529 | -185 | -5.04% | Q1 2026 | Apr 21, 2026 |
| Ignite Planners, LLC | History | Added to | 3,485 | 668 | 0.1% | 0.1% | 1528 | +27 | 0.78% | Q1 2026 | Apr 17, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 3,480 | 667 | 0.27% | 0.23% | 1530 | +514 | 17.33% | Q1 2026 | Apr 29, 2026 |
| KDT Advisors, LLC | History | New | 3,450 | 662 | 1.05% | — | 1534 | +3,450 | New | Q1 2026 | May 15, 2026 |
| Strategic Blueprint, LLC | History | Added to | 3,451 | 662 | 0.04% | 0.02% | 1532 | +1,943 | 128.85% | Q1 2026 | Apr 29, 2026 |
| Hartford Financial Management Inc. | History | Reduced | 3,450 | 662 | 0.17% | 0.19% | 1531 | -403 | -10.46% | Q1 2026 | Apr 15, 2026 |
| Live Oak Private Wealth LLC | History | Added to | 3,453 | 662 | 0.09% | 0.09% | 1533 | +41 | 1.2% | Q1 2026 | Apr 20, 2026 |
| Rubicon Advisors, GP | History | No change | 3,447 | 661 | 0.58% | 0.61% | 1535 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 3,228 | 657 | 0.03% | 0.02% | 1536 | +1,184 | 57.93% | Q1 2026 | Apr 24, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 3,426 | 657 | 0.05% | 0.04% | 1537 | +231 | 7.23% | Q1 2026 | Apr 13, 2026 |
| Capstone Wealth Management Group LLC | History | Added to | 3,423 | 656 | 0.4% | 0.39% | 1538 | +91 | 2.73% | Q1 2026 | Apr 16, 2026 |
| MEANS INVESTMENT CO., INC. | History | New | 3,413 | 655 | 0.06% | — | 1540 | +3,413 | New | Q1 2026 | Apr 24, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 3,417 | 655 | 0.06% | 0.06% | 1539 | -1 | -0.03% | Q1 2026 | May 01, 2026 |
| Heritage Wealth Advisors | History | Reduced | 3,403 | 653 | 0.03% | 0.1% | 1541 | -10,635 | -75.76% | Q1 2026 | May 13, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 3,412 | 653 | 0.09% | 0.09% | 1542 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Brendel Financial Advisors LLC | History | Added to | 3,388 | 650 | 0.32% | 0.11% | 1543 | +2,191 | 183.04% | Q1 2026 | Apr 15, 2026 |
| Maia Wealth LLC | History | Reduced | 3,361 | 645 | 0.11% | 0.12% | 1544 | -2 | -0.06% | Q1 2026 | May 08, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 3,359 | 644 | 0.13% | 0.08% | 1545 | +1,676 | 99.58% | Q1 2026 | Apr 28, 2026 |
| Cordant, Inc. | History | New | 3,353 | 643 | 0.26% | — | 1546 | +3,353 | New | Q1 2026 | Apr 13, 2026 |
| Berger Financial Group, Inc | History | Added to | 3,347 | 642 | 0.04% | 0.03% | 1547 | +946 | 39.4% | Q1 2026 | Apr 28, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 3,335 | 640 | 0.02% | 0.03% | 1548 | -1,383 | -29.31% | Q1 2026 | May 11, 2026 |
| Q3 Asset Management | History | New | 3,315 | 636 | 0.15% | — | 1551 | +3,315 | New | Q1 2026 | Apr 28, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 3,314 | 636 | 0.14% | 0.19% | 1550 | -408 | -10.96% | Q1 2026 | Apr 14, 2026 |
| WFA of San Diego, LLC | History | Reduced | 3,314 | 636 | 0.51% | 0.51% | 1549 | -351 | -9.58% | Q1 2026 | May 11, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 3,312 | 635 | 0.17% | 0.18% | 1553 | +136 | 4.28% | Q1 2026 | May 13, 2026 |
| BRAUN STACEY ASSOCIATES INC | History | No change | 3,311 | 635 | 0.02% | 0.02% | 1552 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Larson Financial Group LLC | History | Reduced | 3,306 | 634 | 0.02% | 0.02% | 1555 | -179 | -5.14% | Q1 2026 | May 15, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 3,307 | 634 | 0.02% | 0.02% | 1557 | -93 | -2.74% | Q1 2026 | May 15, 2026 |
| TruWealth Advisors, LLC | History | Added to | 3,305 | 634 | 0.03% | 0.03% | 1556 | +2 | 0.06% | Q1 2026 | Apr 09, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 3,226 | 634 | 0.01% | 0.01% | 1554 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 3,308 | 634 | 0.1% | 0.1% | 1558 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CWA Asset Management Group, LLC | History | No change | 3,292 | 631 | 0.02% | 0.02% | 1559 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Parkside Financial Bank & Trust | History | No change | 3,273 | 628 | 0.05% | 0.05% | 1560 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 3,265 | 626 | 0.0% | 0.0% | 1561 | +539 | 19.77% | Q1 2026 | May 14, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 3,260 | 625 | 0.15% | 0.13% | 1562 | +374 | 12.96% | Q1 2026 | Apr 20, 2026 |
| Nicholson Wealth Management Group, LLC | History | No change | 3,249 | 623 | 0.36% | 0.37% | 1563 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Fusion Capital, LLC | History | Added to | 3,245 | 622 | 0.17% | 0.17% | 1564 | +109 | 3.48% | Q1 2026 | May 13, 2026 |
| waypoint wealth counsel | History | Reduced | 3,235 | 620 | 0.32% | 0.23% | 1565 | -28 | -0.86% | Q1 2026 | Apr 23, 2026 |
| Granite Group Advisors, LLC | History | Reduced | 3,203 | 619 | 0.37% | 0.35% | 1566 | -9 | -0.28% | Q1 2026 | Apr 14, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | Added to | 3,211 | 616 | 0.25% | 0.12% | 1567 | +1,675 | 109.05% | Q1 2026 | Apr 27, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Reduced | 3,210 | 616 | 0.18% | 0.19% | 1568 | -39 | -1.2% | Q1 2026 | Apr 20, 2026 |
| Orcam Financial Group | History | No change | 3,214 | 616 | 0.44% | 0.46% | 1569 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wealth Architects, LLC | History | Added to | 3,198 | 613 | 0.05% | 0.05% | 1570 | +36 | 1.14% | Q1 2026 | May 15, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 3,187 | 611 | 0.07% | 0.04% | 1571 | +1,085 | 51.62% | Q1 2026 | Apr 21, 2026 |
| Claro Advisors Inc. | History | New | 3,182 | 610 | 0.07% | — | 1572 | +3,182 | New | Q1 2026 | Apr 21, 2026 |
| Lionshead Wealth Management, LLC | History | No change | 3,178 | 609 | 0.45% | 0.46% | 1573 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Reduced | 3,168 | 608 | 0.13% | 0.16% | 1574 | -720 | -18.52% | Q1 2026 | Apr 10, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 3,167 | 607 | 0.03% | 0.02% | 1576 | +318 | 11.16% | Q1 2026 | May 05, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 2,989 | 607 | 0.04% | 0.04% | 1575 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 3,157 | 606 | 0.01% | 0.01% | 1577 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 3,128 | 600 | 0.12% | 0.12% | 1578 | -25 | -0.79% | Q1 2026 | Apr 06, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 3,124 | 599 | 0.06% | 0.06% | 1579 | -38 | -1.2% | Q1 2026 | May 13, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 3,118 | 598 | 0.01% | 0.01% | 1580 | -293 | -8.59% | Q1 2026 | May 15, 2026 |
| Financial Sense Advisors, Inc. | History | New | 3,115 | 597 | 0.12% | — | 1582 | +3,115 | New | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | Reduced | 3,112 | 597 | 0.0% | 0.0% | 1581 | -82 | -2.57% | Q1 2026 | May 14, 2026 |
| Sherrill & Hutchins Financial Advisory, Inc | History | No change | 3,107 | 596 | 0.35% | 0.42% | 1583 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Mathes Company, Inc. | History | No change | 3,100 | 595 | 0.22% | 0.21% | 1584 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 3,103 | 595 | 0.08% | 0.08% | 1585 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ledyard National Bank | History | New | 3,090 | 593 | 0.05% | — | 1587 | +3,090 | New | Q1 2026 | Apr 24, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 3,091 | 593 | 0.17% | 0.26% | 1586 | -1,573 | -33.73% | Q1 2026 | May 14, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 3,085 | 592 | 0.18% | 0.16% | 1589 | +113 | 3.8% | Q1 2026 | Apr 15, 2026 |
| Lee Financial Co | History | No change | 3,086 | 592 | 0.08% | 0.08% | 1588 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HOWE & RUSLING INC | History | Added to | 3,079 | 590 | 0.04% | 0.01% | 1590 | +2,300 | 295.25% | Q1 2026 | Apr 28, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 3,079 | 590 | 0.05% | 0.05% | 1591 | -273 | -8.14% | Q1 2026 | Apr 15, 2026 |
| Independent Wealth Network Inc. | History | New | 3,074 | 589 | 0.17% | — | 1592 | +3,074 | New | Q1 2026 | Apr 20, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 3,065 | 588 | 0.02% | 0.03% | 1593 | -129 | -4.04% | Q1 2026 | Apr 29, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 3,066 | 588 | 0.17% | 0.18% | 1594 | -20 | -0.65% | Q1 2026 | May 06, 2026 |
| Jessup Wealth Management, Inc | History | No change | 3,068 | 588 | 0.21% | 0.19% | 1595 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | New | 3,061 | 587 | 0.02% | — | 1596 | +3,061 | New | Q1 2026 | May 15, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Reduced | 3,050 | 585 | 0.1% | 0.11% | 1597 | -15 | -0.49% | Q1 2026 | Apr 20, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 3,036 | 582 | 0.11% | 0.12% | 1599 | -96 | -3.07% | Q1 2026 | May 11, 2026 |
| 1ST SOURCE BANK | History | No change | 3,037 | 582 | 0.03% | 0.03% | 1598 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Purpose Unlimited Inc. | History | Added to | 3,032 | 581 | 0.02% | 0.0% | 1602 | +2,550 | 529.05% | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 3,032 | 581 | 0.03% | 0.02% | 1601 | +1,400 | 85.78% | Q1 2026 | Apr 09, 2026 |
| INVESTMENT PARTNERS, LTD. | History | No change | 3,031 | 581 | 0.21% | 0.2% | 1600 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Storgate, LLC | History | Added to | 3,027 | 580 | 0.46% | 0.35% | 1603 | +825 | 37.47% | Q1 2026 | May 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 3,014 | 579 | 0.0% | — | 1605 | +3,014 | New | Q1 2026 | May 15, 2026 |
| Beck Bode, LLC | History | Reduced | 3,017 | 579 | 0.1% | 0.12% | 1604 | -875 | -22.48% | Q1 2026 | May 07, 2026 |
| Weaver Consulting Group | History | Reduced | 3,002 | 576 | 0.14% | 0.19% | 1606 | -964 | -24.31% | Q1 2026 | May 15, 2026 |
| Bank Pictet & Cie (Europe) AG | History | New | 3,000 | 575 | 0.01% | — | 1608 | +3,000 | New | Q1 2026 | Apr 14, 2026 |
| WEBSTER BANK, N. A. | History | No change | 3,001 | 575 | 0.05% | 0.05% | 1607 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | History | No change | 3,000 | 574 | 0.25% | 0.25% | 1609 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MKT Advisors LLC | History | No change | 2,959 | 572 | 0.19% | 0.2% | 1610 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Forty-three Eighteen Advisors, LLC | History | Added to | 2,973 | 570 | 0.43% | 0.37% | 1611 | +483 | 19.4% | Q1 2026 | May 06, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 2,965 | 569 | 0.01% | 0.01% | 1612 | +1 | 0.03% | Q1 2026 | Apr 27, 2026 |
| DAVIDSON TRUST CO | History | New | 2,947 | 565 | 0.24% | — | 1614 | +2,947 | New | Q1 2026 | Apr 20, 2026 |
| LCNB CORP | History | Reduced | 2,948 | 565 | 0.19% | 0.22% | 1613 | -533 | -15.31% | Q1 2026 | May 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 2,922 | 560 | 0.01% | 0.0% | 1615 | +1,467 | 100.82% | Q1 2026 | May 08, 2026 |
| Sage Capital Advisors,llc | History | Reduced | 2,920 | 560 | 0.13% | 0.14% | 1616 | -106 | -3.5% | Q1 2026 | Apr 07, 2026 |
| Apella Capital, LLC | History | Added to | 2,745 | 557 | 0.01% | 0.01% | 1617 | +1,001 | 57.4% | Q1 2026 | Apr 20, 2026 |
| Hixon Zuercher, LLC | History | No change | 2,904 | 557 | 0.17% | 0.17% | 1618 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Banco BTG Pactual S.A. | History | New | 2,900 | 556 | 0.05% | — | 1619 | +2,900 | New | Q1 2026 | May 12, 2026 |
| Weaver Capital Management LLC | History | Reduced | 2,889 | 554 | 0.12% | 0.12% | 1620 | -87 | -2.92% | Q1 2026 | Apr 17, 2026 |
| North Capital, Inc. | History | Reduced | 2,886 | 553 | 0.47% | 0.49% | 1621 | -93 | -3.12% | Q1 2026 | Apr 30, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 2,871 | 551 | 0.01% | 0.01% | 1622 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RMR Wealth Builders | History | Added to | 2,867 | 550 | 0.04% | 0.04% | 1623 | +574 | 25.03% | Q1 2026 | Apr 22, 2026 |
| National Wealth Management Group, LLC | History | Added to | 2,864 | 549 | 0.2% | 0.09% | 1624 | +1,547 | 117.46% | Q1 2026 | May 11, 2026 |
| Asset Advisory Group, Inc. | History | Added to | 2,861 | 549 | 0.28% | 0.24% | 1625 | +331 | 13.08% | Q1 2026 | Apr 16, 2026 |
| LRI Investments, LLC | History | Added to | 2,846 | 546 | 0.05% | 0.01% | 1627 | +2,160 | 314.87% | Q1 2026 | Apr 30, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,838 | 546 | 0.03% | 0.03% | 1626 | +162 | 6.05% | Q1 2026 | Apr 27, 2026 |
| Unconventional Investor, LLC | History | Reduced | 2,838 | 544 | 0.26% | 0.34% | 1629 | -912 | -24.32% | Q1 2026 | May 18, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 2,836 | 544 | 0.04% | 0.04% | 1628 | -508 | -15.19% | Q1 2026 | May 21, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 2,825 | 542 | 0.0% | 0.0% | 1630 | -1,151 | -28.95% | Q1 2026 | May 05, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 2,826 | 542 | 0.04% | 0.07% | 1631 | -1,133 | -28.62% | Q1 2026 | Apr 16, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 2,820 | 541 | 0.4% | 0.03% | 1632 | +2,600 | 1181.82% | Q1 2026 | Apr 17, 2026 |
| Claris Financial LLC | History | Added to | 2,814 | 540 | 0.3% | 0.28% | 1634 | +19 | 0.68% | Q1 2026 | May 18, 2026 |
| Capital Investment Counsel, Inc | History | No change | 2,816 | 540 | 0.07% | 0.06% | 1633 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Nautilus Advisors LLC | History | Added to | 2,813 | 539 | 0.37% | 0.33% | 1635 | +171 | 6.47% | Q1 2026 | Apr 17, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | No change | 2,804 | 538 | 0.36% | 0.35% | 1636 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EWA, LLC | History | Added to | 2,798 | 537 | 0.12% | 0.12% | 1638 | +312 | 12.55% | Q1 2026 | Apr 23, 2026 |
| FINANCIAL COUNSELORS INC | History | No change | 2,800 | 537 | 0.76% | 0.74% | 1637 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 2,795 | 536 | 0.13% | 0.13% | 1639 | +254 | 10.0% | Q1 2026 | Apr 09, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 2,738 | 525 | 0.35% | 0.45% | 1640 | -630 | -18.71% | Q1 2026 | Apr 21, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 2,731 | 524 | 0.31% | 0.31% | 1641 | -16 | -0.58% | Q1 2026 | Apr 30, 2026 |
| 4J Wealth Management LLC | History | Added to | 2,730 | 523 | 0.3% | 0.17% | 1642 | +1,185 | 76.7% | Q1 2026 | May 05, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 2,686 | 515 | 0.12% | 0.1% | 1644 | +695 | 34.91% | Q1 2026 | May 07, 2026 |
| Santori & Peters, Inc. | History | Added to | 2,687 | 515 | 0.16% | 0.18% | 1643 | +6 | 0.22% | Q1 2026 | May 07, 2026 |
| Allen Capital Group, LLC | History | No change | 2,667 | 510 | 0.05% | 0.05% | 1645 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Castleview Partners, LLC | History | Added to | 2,650 | 508 | 0.26% | 0.19% | 1647 | +662 | 33.3% | Q1 2026 | May 01, 2026 |
| Bogart Wealth, LLC | History | Added to | 2,648 | 508 | 0.02% | 0.02% | 1646 | +495 | 22.99% | Q1 2026 | Apr 28, 2026 |
| Plan A Wealth LLC | History | Reduced | 2,637 | 506 | 0.24% | 0.25% | 1648 | -14 | -0.53% | Q1 2026 | May 15, 2026 |
| FULTON BANK, N.A. | History | Added to | 2,633 | 505 | 0.02% | 0.01% | 1649 | +803 | 43.88% | Q1 2026 | Apr 24, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 2,625 | 503 | 0.09% | — | 1651 | +2,625 | New | Q1 2026 | May 11, 2026 |
| Sky Investment Group LLC | History | Reduced | 2,622 | 503 | 0.09% | 0.09% | 1650 | -130 | -4.72% | Q1 2026 | Apr 16, 2026 |
| Financial Architects, LLC | History | Added to | 2,620 | 502 | 0.26% | 0.17% | 1652 | +995 | 61.23% | Q1 2026 | Apr 21, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 2,614 | 501 | 0.08% | 0.1% | 1653 | -895 | -25.51% | Q1 2026 | May 04, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 2,604 | 499 | 0.1% | 0.09% | 1654 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 2,597 | 498 | 0.02% | 0.01% | 1655 | -47 | -1.78% | Q1 2026 | May 13, 2026 |
| Forza Wealth Management, LLC | History | No change | 2,594 | 497 | 0.17% | 0.18% | 1656 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Edge Wealth Management LLC | History | Reduced | 2,588 | 496 | 0.08% | 0.09% | 1657 | -135 | -4.96% | Q1 2026 | Apr 20, 2026 |
| McCollum Christoferson Group LLC | History | Reduced | 2,580 | 495 | 0.15% | 0.16% | 1659 | -340 | -11.64% | Q1 2026 | Apr 10, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 2,583 | 495 | 0.03% | 0.03% | 1658 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Waldron Private Wealth LLC | History | New | 2,576 | 494 | 0.02% | — | 1660 | +2,576 | New | Q1 2026 | Apr 10, 2026 |
| Cedrus Wealth Group LLC | History | New | 2,572 | 493 | 0.55% | — | 1664 | +2,572 | New | Q1 2026 | May 14, 2026 |
| Redmond Asset Management, LLC | History | New | 2,569 | 493 | 0.13% | — | 1663 | +2,569 | New | Q1 2026 | May 06, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Added to | 2,569 | 493 | 0.08% | 0.08% | 1661 | +164 | 6.82% | Q1 2026 | May 13, 2026 |
| FAIRFIELD, BUSH & CO. | History | Reduced | 2,572 | 493 | 0.27% | 0.27% | 1662 | -108 | -4.03% | Q1 2026 | May 12, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 2,562 | 491 | 0.04% | 0.04% | 1666 | +24 | 0.95% | Q1 2026 | May 14, 2026 |
| TRAN CAPITAL MANAGEMENT, L.P. | History | No change | 2,560 | 491 | 0.07% | 0.06% | 1665 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BAXTER BROS INC | History | Reduced | 2,554 | 490 | 0.06% | 0.07% | 1667 | -833 | -24.59% | Q1 2026 | Apr 28, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Added to | 2,550 | 489 | 0.1% | 0.09% | 1668 | +50 | 2.0% | Q1 2026 | Apr 16, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 2,546 | 488 | 0.0% | 0.0% | 1669 | -11 | -0.43% | Q1 2026 | May 14, 2026 |
| Mystic Asset Management, Inc. | History | Added to | 2,537 | 486 | 0.11% | 0.11% | 1670 | +60 | 2.42% | Q1 2026 | May 08, 2026 |
| Old Port Advisors | History | Reduced | 2,530 | 485 | 0.11% | 0.12% | 1671 | -113 | -4.28% | Q1 2026 | Apr 06, 2026 |
| Archer Investment Management, LLC | History | Reduced | 2,525 | 484 | 0.2% | 0.74% | 1672 | -4,666 | -64.89% | Q1 2026 | Apr 08, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 2,519 | 483 | 0.03% | 0.03% | 1674 | +44 | 1.78% | Q1 2026 | May 15, 2026 |
| TD Capital Management LLC | History | Added to | 2,521 | 483 | 0.04% | 0.04% | 1673 | +4 | 0.16% | Q1 2026 | May 11, 2026 |
| SEARLE & CO. | History | No change | 2,509 | 481 | 0.12% | 0.12% | 1675 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Crown Wealth Group, LLC | History | New | 2,498 | 479 | 0.14% | — | 1678 | +2,498 | New | Q1 2026 | Apr 21, 2026 |
| Colonial River Investments, LLC | History | Added to | 2,498 | 479 | 0.17% | 0.17% | 1677 | +75 | 3.1% | Q1 2026 | Apr 27, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 2,501 | 479 | 0.01% | 0.01% | 1676 | +36 | 1.46% | Q1 2026 | Apr 07, 2026 |
| Facet Wealth, Inc. | History | Reduced | 2,493 | 478 | 0.01% | 0.01% | 1679 | -501 | -16.73% | Q1 2026 | May 07, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 2,479 | 475 | 0.06% | 0.06% | 1680 | +11 | 0.45% | Q1 2026 | Apr 09, 2026 |
| Infinity Wealth Counsel, LLC | History | No change | 2,470 | 474 | 0.44% | 0.43% | 1681 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ABLE Financial Group, LLC | History | Added to | 2,466 | 473 | 0.09% | 0.09% | 1684 | +196 | 8.63% | Q1 2026 | Apr 20, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 2,440 | 473 | 0.03% | 0.03% | 1682 | -143 | -5.54% | Q1 2026 | Apr 07, 2026 |
| Burk Holdings LLC | History | Added to | 2,466 | 473 | 0.2% | 0.22% | 1685 | +26 | 1.07% | Q1 2026 | May 07, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 2,465 | 473 | 0.04% | 0.05% | 1683 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bellwether Advisors, LLC | History | New | 2,464 | 472 | 0.08% | — | 1687 | +2,464 | New | Q1 2026 | May 12, 2026 |
| Founders Capital Management | History | Added to | 2,462 | 472 | 0.23% | 0.24% | 1686 | +1 | 0.04% | Q1 2026 | Apr 21, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 2,455 | 471 | 0.22% | 0.23% | 1689 | -134 | -5.18% | Q1 2026 | Apr 15, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 2,458 | 471 | 0.02% | 0.02% | 1688 | +80 | 3.36% | Q1 2026 | Apr 21, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 2,445 | 469 | 0.03% | 0.14% | 1691 | -11,705 | -82.72% | Q1 2026 | May 11, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 2,444 | 469 | 0.16% | 0.17% | 1692 | +15 | 0.62% | Q1 2026 | Apr 23, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 2,445 | 469 | 0.07% | 0.08% | 1690 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 2,438 | 467 | 0.12% | 0.01% | 1693 | +2,338 | 2338.0% | Q1 2026 | Apr 06, 2026 |
| Merrion Investment Management Co, LLC | History | No change | 2,425 | 465 | 0.25% | 0.25% | 1694 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cordatus Wealth Management LLC | History | No change | 2,419 | 464 | 0.11% | 0.11% | 1695 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Kidder Stephen W | History | New | 2,415 | 463 | 0.14% | — | 1697 | +2,415 | New | Q1 2026 | May 08, 2026 |
| Accel Wealth Management | History | Reduced | 2,416 | 463 | 0.12% | 0.13% | 1696 | -81 | -3.24% | Q1 2026 | Apr 08, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 2,410 | 462 | 0.03% | 0.05% | 1698 | -907 | -27.34% | Q1 2026 | May 18, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 2,408 | 462 | 0.16% | 0.15% | 1700 | +125 | 5.48% | Q1 2026 | May 13, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 2,412 | 462 | 0.14% | 0.14% | 1699 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 2,407 | 461 | 0.0% | 0.0% | 1701 | -1,024 | -29.85% | Q1 2026 | May 13, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 2,406 | 461 | 0.08% | 0.08% | 1702 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ballentine Partners, LLC | History | Added to | 2,392 | 459 | 0.01% | 0.01% | 1703 | +217 | 9.98% | Q1 2026 | May 14, 2026 |
| BSW Wealth Partners | History | Reduced | 2,371 | 455 | 0.06% | 0.06% | 1704 | -99 | -4.01% | Q1 2026 | Apr 14, 2026 |
| Napier Financial, LLC | History | New | 2,365 | 453 | 0.1% | — | 1705 | +2,365 | New | Q1 2026 | May 05, 2026 |
| Algorithmic Investment Models, LLC | History | Added to | 2,354 | 451 | 0.56% | 0.54% | 1706 | +84 | 3.7% | Q1 2026 | May 14, 2026 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | History | Added to | 2,347 | 450 | 0.24% | 0.21% | 1707 | +433 | 22.62% | Q1 2026 | Apr 29, 2026 |
| Mustard Seed Financial, LLC | History | No change | 2,348 | 450 | 0.27% | 0.28% | 1708 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 2,344 | 449 | 0.04% | 0.02% | 1710 | +1,171 | 99.83% | Q1 2026 | Apr 06, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 2,344 | 449 | 0.01% | 0.01% | 1709 | +39 | 1.69% | Q1 2026 | Apr 29, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 2,339 | 448 | 0.12% | 0.13% | 1712 | -9,276 | -79.86% | Q1 2026 | May 11, 2026 |
| Asio Capital, LLC | History | Reduced | 2,336 | 448 | 0.06% | 0.06% | 1711 | -3 | -0.13% | Q1 2026 | Apr 15, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 2,325 | 446 | 0.07% | 0.08% | 1713 | -169 | -6.78% | Q1 2026 | May 14, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 2,322 | 445 | 0.05% | 0.03% | 1714 | +601 | 34.92% | Q1 2026 | Apr 28, 2026 |
| Peirce Capital Management, LLC | History | New | 2,310 | 443 | 0.17% | — | 1717 | +2,310 | New | Q1 2026 | Apr 20, 2026 |
| XXI WEALTH, LLC | History | Added to | 2,310 | 443 | 0.25% | 0.25% | 1716 | +199 | 9.43% | Q1 2026 | May 07, 2026 |
| America First Investment Advisors, LLC | History | Reduced | 2,313 | 443 | 0.08% | 0.08% | 1715 | -114 | -4.7% | Q1 2026 | May 08, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,307 | 442 | 0.01% | 0.0% | 1719 | +2,052 | 804.71% | Q1 2026 | Apr 27, 2026 |
| MITCHELL SINKLER & STARR/PA | History | No change | 2,306 | 442 | 0.2% | 0.2% | 1718 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Campbell Deegan Wealth Management, LLC | History | Added to | 2,298 | 440 | 0.35% | 0.18% | 1720 | +1,155 | 101.05% | Q1 2026 | May 08, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 2,281 | 437 | 0.05% | 0.05% | 1721 | +343 | 17.7% | Q1 2026 | Apr 27, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 2,282 | 437 | 0.09% | 0.1% | 1722 | +1 | 0.04% | Q1 2026 | May 12, 2026 |
| Cypress Capital, LLC | History | Added to | 2,262 | 434 | 0.12% | 0.11% | 1724 | +249 | 12.37% | Q1 2026 | Apr 28, 2026 |
| Hills Bank & Trust Co | History | No change | 2,263 | 434 | 0.02% | 0.03% | 1723 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Greenfield Savings Bank | History | Reduced | 2,260 | 433 | 0.18% | 0.38% | 1725 | -2,460 | -52.12% | Q1 2026 | Apr 16, 2026 |
| WPG Advisers, LLC | History | No change | 2,260 | 433 | 0.32% | 0.32% | 1726 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| First Growth Capital LLC | History | Added to | 2,243 | 431 | 0.39% | 0.29% | 1728 | +647 | 40.54% | Q1 2026 | May 04, 2026 |
| Longview Financial Advisors, Inc. | History | Reduced | 2,247 | 431 | 0.26% | 0.3% | 1727 | -60 | -2.6% | Q1 2026 | Apr 20, 2026 |
| Pure Financial Advisors, LLC | History | New | 2,232 | 428 | 0.01% | — | 1729 | +2,232 | New | Q1 2026 | Apr 10, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 2,227 | 427 | 0.05% | 0.05% | 1730 | -388 | -14.84% | Q1 2026 | Apr 28, 2026 |
| MASECO LLP | History | No change | 2,228 | 427 | 0.01% | 0.02% | 1731 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 2,221 | 426 | 0.1% | 0.1% | 1732 | -27 | -1.2% | Q1 2026 | Apr 15, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 2,217 | 425 | 0.06% | 0.05% | 1733 | +236 | 11.91% | Q1 2026 | May 07, 2026 |
| MAYPORT, LLC | History | No change | 2,217 | 425 | 0.08% | 0.09% | 1734 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 2,212 | 424 | 0.06% | 0.07% | 1735 | +2 | 0.09% | Q1 2026 | Apr 14, 2026 |
| tru Independence LLC | History | New | 2,203 | 422 | 0.21% | — | 1736 | +2,203 | New | Q1 2026 | Apr 22, 2026 |
| MRWM Advisors, LLC | History | Added to | 2,195 | 421 | 0.23% | 0.2% | 1737 | +217 | 10.97% | Q1 2026 | Apr 20, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 2,192 | 420 | 0.17% | 0.16% | 1738 | -1,080 | -33.01% | Q1 2026 | May 06, 2026 |
| Rockport Wealth LLC | History | No change | 2,191 | 420 | 0.08% | 0.08% | 1739 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 2,184 | 419 | 0.03% | 0.04% | 1740 | -260 | -10.64% | Q1 2026 | May 01, 2026 |
| Smith Thornton Advisors LLC | History | Reduced | 2,188 | 419 | 0.21% | 0.24% | 1742 | -253 | -10.36% | Q1 2026 | Apr 16, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 2,188 | 419 | 0.02% | 0.02% | 1741 | +69 | 3.26% | Q1 2026 | Apr 13, 2026 |
| Indiana Trust & Investment Management Co | History | Reduced | 2,172 | 416 | 0.13% | 0.13% | 1743 | -174 | -7.42% | Q1 2026 | Apr 28, 2026 |
| Capital Advantage, Inc. | History | Added to | 2,164 | 415 | 0.05% | 0.05% | 1744 | +275 | 14.56% | Q1 2026 | Apr 10, 2026 |
| Integris Wealth Management, LLC | History | No change | 2,165 | 415 | 0.1% | 0.09% | 1745 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 2,162 | 414 | 0.1% | — | 1746 | +2,162 | New | Q1 2026 | May 04, 2026 |
| Community Financial Services Group, LLC | History | New | 2,148 | 413 | 0.07% | — | 1748 | +2,148 | New | Q1 2026 | Apr 08, 2026 |
| MCF Advisors LLC | History | Added to | 2,155 | 413 | 0.02% | 0.0% | 1747 | +1,905 | 762.0% | Q1 2026 | May 11, 2026 |
| Waterway Wealth Management, LLC | History | Added to | 2,150 | 412 | 0.09% | 0.07% | 1749 | +500 | 30.3% | Q1 2026 | Apr 21, 2026 |
| OneAscent Family Office, LLC | History | Added to | 2,144 | 411 | 0.29% | 0.28% | 1750 | +17 | 0.8% | Q1 2026 | Apr 21, 2026 |
| Schulz Wealth, LTD. | History | No change | 2,140 | 409 | 0.26% | 0.26% | 1751 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BCS Wealth Management | History | Reduced | 2,131 | 408 | 0.08% | 0.08% | 1753 | -2,131 | -50.0% | Q1 2026 | Apr 17, 2026 |
| Guardian Financial Partners, LLC | History | Added to | 2,127 | 408 | 0.17% | 0.15% | 1752 | +227 | 11.95% | Q1 2026 | Apr 15, 2026 |
| Wilkerson Advisory Group LLC | History | Reduced | 2,122 | 407 | 0.14% | 0.15% | 1754 | -41 | -1.9% | Q1 2026 | May 08, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 2,113 | 405 | 0.19% | 0.17% | 1755 | +129 | 6.5% | Q1 2026 | May 14, 2026 |
| Alan B Lancz & Associates, Inc. | History | Reduced | 2,107 | 404 | 0.39% | 0.36% | 1756 | -33 | -1.54% | Q1 2026 | May 05, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 2,100 | 403 | 0.07% | 0.06% | 1757 | -34 | -1.59% | Q1 2026 | Apr 22, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 2,096 | 402 | 0.21% | 0.13% | 1758 | +901 | 75.4% | Q1 2026 | May 13, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | No change | 2,094 | 401 | 0.26% | 0.26% | 1759 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Brookwood Investment Group LLC | History | Added to | 2,089 | 400 | 0.05% | 0.04% | 1761 | +135 | 6.91% | Q1 2026 | May 04, 2026 |
| Bank of New Hampshire | History | No change | 2,085 | 400 | 0.09% | 0.09% | 1760 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 2,083 | 399 | 0.02% | 0.02% | 1762 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MSH Capital Advisors LLC | History | Added to | 2,073 | 397 | 0.08% | 0.07% | 1764 | +243 | 13.28% | Q1 2026 | May 08, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 2,073 | 397 | 0.01% | 0.01% | 1763 | +114 | 5.82% | Q1 2026 | May 04, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 2,064 | 396 | 0.01% | 0.01% | 1765 | +189 | 10.08% | Q1 2026 | May 14, 2026 |
| Collier Financial | History | Reduced | 2,062 | 395 | 0.3% | 0.31% | 1767 | -105 | -4.85% | Q1 2026 | May 11, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 2,059 | 395 | 0.04% | 0.04% | 1766 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Gryphon Financial Partners LLC | History | New | 2,050 | 393 | 0.04% | — | 1769 | +2,050 | New | Q1 2026 | May 06, 2026 |
| Coquina Private Wealth LLC | History | No change | 2,052 | 393 | 0.32% | 0.32% | 1768 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Lewis Asset Management, LLC | History | New | 2,047 | 392 | 0.16% | — | 1770 | +2,047 | New | Q1 2026 | Apr 21, 2026 |
| Benchmark Investment Advisors LLC | History | New | 2,038 | 391 | 0.23% | — | 1771 | +2,038 | New | Q1 2026 | May 13, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 2,037 | 390 | 0.09% | 0.08% | 1772 | +177 | 9.52% | Q1 2026 | Apr 21, 2026 |
| Idaho Trust Co | History | New | 2,029 | 389 | 0.13% | — | 1774 | +2,029 | New | Q1 2026 | May 08, 2026 |
| BURNEY CO/ | History | Added to | 2,030 | 389 | 0.01% | 0.01% | 1773 | +196 | 10.69% | Q1 2026 | Apr 29, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 2,020 | 387 | 0.03% | 0.02% | 1776 | +74 | 3.8% | Q1 2026 | May 05, 2026 |
| Verity & Verity, LLC | History | No change | 2,020 | 387 | 0.03% | 0.03% | 1775 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Cottage Street Advisors LLC | History | New | 2,000 | 383 | 0.17% | — | 1779 | +2,000 | New | Q1 2026 | Apr 20, 2026 |
| Harbour Capital Advisors, LLC | History | Added to | 1,892 | 383 | 0.07% | 0.07% | 1777 | +25 | 1.34% | Q1 2026 | Apr 29, 2026 |
| MRP Capital Investments, LLC | History | No change | 2,000 | 383 | 0.33% | 0.32% | 1778 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Embree Financial Group | History | Added to | 1,993 | 382 | 0.04% | 0.05% | 1781 | +3 | 0.15% | Q1 2026 | Apr 23, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 1,992 | 382 | 0.13% | 0.14% | 1780 | +1 | 0.05% | Q1 2026 | Apr 21, 2026 |
| Baron Wealth Management LLC | History | Added to | 1,989 | 381 | 0.11% | 0.08% | 1783 | +671 | 50.91% | Q1 2026 | Apr 16, 2026 |
| Coastwise Capital Group, LLC | History | Added to | 1,987 | 381 | 0.21% | 0.19% | 1782 | +3 | 0.15% | Q1 2026 | May 07, 2026 |
| Wise Wealth Partners | History | Added to | 1,984 | 380 | 0.51% | 0.44% | 1785 | +373 | 23.15% | Q1 2026 | Apr 21, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 1,982 | 380 | 0.07% | 0.07% | 1784 | -3 | -0.15% | Q1 2026 | Apr 23, 2026 |
| JB Capital LLC | History | Added to | 1,977 | 379 | 0.02% | 0.01% | 1786 | +101 | 5.38% | Q1 2026 | Apr 27, 2026 |
| DEARBORN PARTNERS LLC | History | New | 1,970 | 378 | 0.02% | — | 1787 | +1,970 | New | Q1 2026 | May 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 1,964 | 377 | 0.03% | 0.0% | 1788 | +1,948 | 12175.0% | Q1 2026 | May 15, 2026 |
| R. W. Roge & Company, Inc. | History | No change | 1,964 | 377 | 0.18% | 0.19% | 1789 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 1,969 | 377 | 0.07% | 0.07% | 1790 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 1,959 | 376 | 0.06% | 0.06% | 1791 | +7 | 0.36% | Q1 2026 | Apr 20, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 1,956 | 375 | 0.15% | 0.15% | 1792 | +4 | 0.2% | Q1 2026 | May 01, 2026 |
| NBT BANK N A /NY | History | Reduced | 1,949 | 374 | 0.02% | 0.03% | 1793 | -660 | -25.3% | Q1 2026 | Apr 28, 2026 |
| Montecito Bank & Trust | History | Added to | 1,953 | 374 | 0.06% | 0.05% | 1794 | +209 | 11.98% | Q1 2026 | Apr 16, 2026 |
| Cresta Advisors, Ltd. | History | No change | 1,929 | 370 | 0.15% | 0.15% | 1795 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PALLADIEM, LLC | History | Added to | 1,860 | 368 | 0.35% | 0.34% | 1796 | +8 | 0.43% | Q1 2026 | May 06, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | New | 1,911 | 366 | 0.11% | — | 1797 | +1,911 | New | Q1 2026 | May 13, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | Reduced | 1,905 | 365 | 0.02% | 0.04% | 1798 | -1,418 | -42.67% | Q1 2026 | May 21, 2026 |
| OneAscent Financial Services LLC | History | New | 1,896 | 363 | 0.02% | — | 1799 | +1,896 | New | Q1 2026 | Apr 21, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 1,890 | 362 | 0.01% | 0.01% | 1801 | +339 | 21.86% | Q1 2026 | Apr 14, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 1,891 | 362 | 0.02% | 0.02% | 1800 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Strong Retirement Solutions LLC | History | Added to | 1,884 | 361 | 0.25% | 0.18% | 1802 | +471 | 33.33% | Q1 2026 | Apr 20, 2026 |
| CFO4Life Group, LLC | History | Added to | 1,879 | 360 | 0.05% | 0.05% | 1803 | +8 | 0.43% | Q1 2026 | May 11, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 1,878 | 360 | 0.18% | 0.19% | 1804 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AWM CAPITAL, LLC | History | New | 1,873 | 359 | 0.03% | — | 1805 | +1,873 | New | Q1 2026 | May 12, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 1,846 | 356 | 0.08% | 0.08% | 1806 | +15 | 0.82% | Q1 2026 | Apr 08, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | Reduced | 1,840 | 353 | 0.11% | 2.49% | 1807 | -41,091 | -95.71% | Q1 2026 | Apr 15, 2026 |
| Midwest Financial Group LLC | History | New | 1,844 | 353 | 0.15% | — | 1808 | +1,844 | New | Q1 2026 | Apr 22, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 1,839 | 352 | 0.21% | 0.26% | 1809 | -620 | -25.21% | Q1 2026 | Apr 07, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 1,832 | 351 | 0.16% | 0.17% | 1810 | -19 | -1.03% | Q1 2026 | Apr 20, 2026 |
| one8zero8, LLC | History | Added to | 1,825 | 350 | 0.08% | 0.05% | 1813 | +726 | 66.06% | Q1 2026 | May 07, 2026 |
| Bolthouse Investments, LLC | History | Reduced | 1,827 | 350 | 0.32% | 0.38% | 1811 | -388 | -17.52% | Q1 2026 | Apr 28, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Reduced | 1,739 | 350 | 0.05% | 0.06% | 1812 | -174 | -9.1% | Q1 2026 | May 11, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Added to | 1,819 | 349 | 0.16% | 0.15% | 1814 | +5 | 0.28% | Q1 2026 | May 14, 2026 |
| Purus Wealth Management, LLC | History | Added to | 1,815 | 348 | 0.11% | 0.1% | 1815 | +125 | 7.4% | Q1 2026 | Apr 15, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 1,815 | 348 | 0.07% | 0.07% | 1816 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gibbs Wealth Management | History | Added to | 1,809 | 347 | 0.05% | 0.08% | 1818 | +69 | 3.97% | Q1 2026 | May 13, 2026 |
| Westbourne Investment Advisors, Inc. | History | Added to | 1,811 | 347 | 0.1% | 0.1% | 1817 | +7 | 0.39% | Q1 2026 | Apr 28, 2026 |
| Legend Capital Advisors LLC | History | No change | 1,810 | 347 | 0.22% | 0.19% | 1819 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 1,803 | 346 | 0.02% | — | 1823 | +1,803 | New | Q1 2026 | May 15, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 1,808 | 346 | 0.1% | 0.1% | 1822 | -86 | -4.54% | Q1 2026 | Apr 30, 2026 |
| INGALLS & SNYDER LLC | History | Added to | 1,804 | 346 | 0.01% | 0.01% | 1820 | +3 | 0.17% | Q1 2026 | May 13, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | No change | 1,808 | 346 | 0.02% | 0.02% | 1821 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| First County Bank /CT/ | History | Reduced | 1,802 | 345 | 0.18% | 0.19% | 1825 | -79 | -4.2% | Q1 2026 | Apr 03, 2026 |
| KIRR MARBACH & CO LLC /IN/ | History | Added to | 1,799 | 345 | 0.06% | 0.06% | 1824 | +49 | 2.8% | Q1 2026 | Apr 17, 2026 |
| TFO Wealth Partners, LLC | History | No change | 1,794 | 344 | 0.05% | 0.05% | 1826 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Added to | 1,792 | 343 | 0.11% | 0.11% | 1829 | +62 | 3.58% | Q1 2026 | Apr 22, 2026 |
| WELCH & FORBES LLC | History | Added to | 1,792 | 343 | 0.0% | 0.0% | 1827 | +43 | 2.46% | Q1 2026 | May 01, 2026 |
| Ameliora Wealth Management Ltd. | History | Reduced | 1,789 | 343 | 0.11% | 0.1% | 1828 | -7 | -0.39% | Q1 2026 | Apr 23, 2026 |
| V2 Financial group LLC | History | Added to | 1,787 | 342 | 0.16% | 0.17% | 1830 | +20 | 1.13% | Q1 2026 | May 04, 2026 |
| Ground Swell Capital, LLC | History | New | 1,776 | 340 | 0.67% | — | 1833 | +1,776 | New | Q1 2026 | Apr 21, 2026 |
| Total Wealth Planning & Management, Inc. | History | Added to | 1,772 | 340 | 0.25% | 0.2% | 1832 | +326 | 22.54% | Q1 2026 | May 05, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 1,772 | 340 | 0.04% | 0.05% | 1831 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Symphony Financial Services, Inc. | History | Reduced | 1,770 | 339 | 0.17% | 0.21% | 1835 | -324 | -15.47% | Q1 2026 | May 07, 2026 |
| Main Street Group, LTD | History | Added to | 1,771 | 339 | 0.1% | 0.11% | 1834 | +100 | 5.98% | Q1 2026 | May 06, 2026 |
| Essential Planning, LLC. | History | No change | 1,765 | 338 | 0.11% | 0.11% | 1836 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Juno Financial Group LLC | History | No change | 1,760 | 337 | 0.13% | 0.13% | 1837 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,757 | 337 | 0.11% | 0.11% | 1838 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 1,753 | 336 | 0.02% | 0.02% | 1839 | -116 | -6.21% | Q1 2026 | May 12, 2026 |
| High Falls Advisors, Inc | History | No change | 1,757 | 336 | 0.07% | 0.07% | 1840 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 1,749 | 335 | 0.05% | 0.05% | 1841 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Southland Equity Partners LLC | History | Added to | 1,741 | 334 | 0.07% | 0.05% | 1842 | +372 | 27.17% | Q1 2026 | Apr 14, 2026 |
| Leo Wealth, LLC | History | Added to | 1,721 | 330 | 0.02% | 0.02% | 1843 | +303 | 21.37% | Q1 2026 | May 05, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 1,720 | 330 | 0.04% | 0.04% | 1844 | +206 | 13.61% | Q1 2026 | May 12, 2026 |
| Revisor Wealth Management LLC | History | New | 1,699 | 326 | 0.09% | — | 1846 | +1,699 | New | Q1 2026 | Apr 27, 2026 |
| Strata Wealth Advisors, LLC | History | No change | 1,700 | 326 | 0.09% | 0.09% | 1845 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| STABLEFORD CAPITAL II LLC | History | Reduced | 1,697 | 325 | 0.12% | 0.34% | 1848 | -3,239 | -65.62% | Q1 2026 | Apr 06, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 1,730 | 325 | 0.02% | 0.03% | 1847 | -864 | -33.31% | Q1 2026 | May 14, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 1,689 | 324 | 0.04% | 0.04% | 1849 | -7 | -0.41% | Q1 2026 | Apr 15, 2026 |
| Hirtle & Co., LLC | History | Reduced | 1,687 | 323 | 0.01% | 0.01% | 1851 | -51 | -2.93% | Q1 2026 | May 13, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 1,688 | 323 | 0.15% | 0.15% | 1850 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Global Trust Asset Management, LLC | History | No change | 1,685 | 323 | 0.12% | 0.13% | 1852 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Next Capital Management LLC | History | Reduced | 1,683 | 322 | 0.1% | 0.1% | 1853 | -22 | -1.29% | Q1 2026 | May 07, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 1,673 | 321 | 0.07% | 0.08% | 1856 | -22 | -1.3% | Q1 2026 | May 14, 2026 |
| Briaud Financial Planning Inc | History | No change | 1,676 | 321 | 0.08% | 0.08% | 1854 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Motiv8 Investments LLC | History | No change | 1,676 | 321 | 0.18% | 0.18% | 1855 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Penbrook Management LLC | History | No change | 1,670 | 320 | 0.24% | 0.22% | 1857 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Reduced | 1,667 | 319 | 0.33% | 0.39% | 1859 | -130 | -7.23% | Q1 2026 | May 04, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 1,664 | 319 | 0.09% | 0.09% | 1858 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 1,660 | 318 | 0.08% | 0.09% | 1860 | -382 | -18.71% | Q1 2026 | May 14, 2026 |
| Carson Advisory Inc. | History | Added to | 1,660 | 318 | 0.16% | 0.15% | 1861 | +188 | 12.77% | Q1 2026 | May 07, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Added to | 1,659 | 318 | 0.17% | 0.09% | 1862 | +6 | 0.36% | Q1 2026 | Apr 15, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 1,655 | 317 | 0.15% | 0.16% | 1863 | -30 | -1.78% | Q1 2026 | May 07, 2026 |
| Old Peak Finance LLC | History | No change | 1,653 | 317 | 0.19% | 0.2% | 1864 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cadia Private Client LLC | History | Added to | 1,648 | 316 | 0.26% | 0.22% | 1866 | +203 | 14.05% | Q1 2026 | May 20, 2026 |
| Commonwealth Retirement Investments LLC | History | Added to | 1,649 | 316 | 0.1% | 0.09% | 1865 | +110 | 7.15% | Q1 2026 | May 11, 2026 |
| SUN LIFE FINANCIAL INC | History | New | 1,636 | 313 | 0.02% | — | 1868 | +1,636 | New | Q1 2026 | May 14, 2026 |
| Unified Investment Management | History | Added to | 1,632 | 313 | 0.32% | 0.3% | 1867 | +86 | 5.56% | Q1 2026 | Apr 29, 2026 |
| Legacy Trust | History | New | 1,630 | 312 | 0.06% | — | 1870 | +1,630 | New | Q1 2026 | Apr 14, 2026 |
| Paragon Capital Management Ltd | History | Added to | 1,626 | 312 | 0.07% | 0.05% | 1869 | +205 | 14.43% | Q1 2026 | Apr 15, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 1,626 | 311 | 0.13% | 0.23% | 1873 | -1,054 | -39.33% | Q1 2026 | Apr 08, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 1,620 | 311 | 0.02% | 0.02% | 1871 | +80 | 5.19% | Q1 2026 | Apr 28, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 1,625 | 311 | 0.03% | 0.03% | 1872 | +4 | 0.25% | Q1 2026 | May 15, 2026 |
| Goldenstone Wealth Management LLC | History | Added to | 1,618 | 310 | 0.23% | 0.23% | 1875 | +26 | 1.63% | Q1 2026 | May 08, 2026 |
| Winning Points Advisors, LLC | History | No change | 1,615 | 310 | 0.33% | 0.33% | 1874 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RIA Advisory Group LLC | History | Reduced | 1,612 | 309 | 0.07% | 0.1% | 1876 | -485 | -23.13% | Q1 2026 | Apr 23, 2026 |
| United Advisor Group, LLC | History | Added to | 1,609 | 308 | 0.04% | 0.03% | 1877 | +214 | 15.34% | Q1 2026 | Apr 17, 2026 |
| Marest Capital, LLC | History | New | 1,604 | 307 | 0.18% | — | 1879 | +1,604 | New | Q1 2026 | May 11, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 1,604 | 307 | 0.08% | 0.07% | 1878 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Three Seasons Wealth, LLC | History | New | 1,595 | 306 | 0.12% | — | 1880 | +1,595 | New | Q1 2026 | May 05, 2026 |
| Congress Park Capital LLC | History | Reduced | 1,590 | 305 | 0.09% | 0.1% | 1881 | -190 | -10.67% | Q1 2026 | Apr 14, 2026 |
| London & Capital Asset Management Ltd | History | Reduced | 1,590 | 305 | 0.0% | 0.0% | 1882 | -45 | -2.75% | Q1 2026 | May 15, 2026 |
| SkyOak Wealth, LLC | History | No change | 1,591 | 305 | 0.06% | 0.05% | 1883 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Alteri Wealth LLC | History | Reduced | 1,585 | 304 | 0.1% | 0.13% | 1886 | -481 | -23.28% | Q1 2026 | May 06, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,589 | 304 | 0.15% | 0.17% | 1887 | -92 | -5.47% | Q1 2026 | May 15, 2026 |
| Nvest Financial, LLC | History | Added to | 1,584 | 304 | 0.11% | 0.13% | 1884 | +5 | 0.32% | Q1 2026 | Apr 28, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | No change | 1,587 | 304 | 0.14% | 0.13% | 1885 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 1,582 | 303 | 0.1% | 0.11% | 1888 | +6 | 0.38% | Q1 2026 | May 04, 2026 |
| CHANNEL WEALTH LLC | History | Added to | 1,577 | 302 | 0.07% | 0.05% | 1889 | +459 | 41.06% | Q1 2026 | May 11, 2026 |
| Ruggiero Investments, Inc. | History | Reduced | 1,575 | 302 | 0.29% | 0.28% | 1891 | -63 | -3.85% | Q1 2026 | May 12, 2026 |
| Frederick Financial Consultants, LLC | History | Reduced | 1,576 | 302 | 0.15% | 0.17% | 1890 | -1 | -0.06% | Q1 2026 | May 14, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 1,567 | 299 | 0.14% | 0.14% | 1892 | -41 | -2.55% | Q1 2026 | May 13, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | New | 1,508 | 298 | 0.07% | — | 1894 | +1,508 | New | Q1 2026 | Apr 10, 2026 |
| Millennium Capital Advisors, LLC | History | Added to | 1,556 | 298 | 0.18% | 0.17% | 1893 | +8 | 0.52% | Q1 2026 | May 11, 2026 |
| Seros Financial, LLC | History | New | 1,550 | 297 | 0.19% | — | 1896 | +1,550 | New | Q1 2026 | May 05, 2026 |
| Cornerstone Capital, Inc. | History | Added to | 1,550 | 297 | 0.03% | 0.02% | 1895 | +300 | 24.0% | Q1 2026 | May 12, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 1,545 | 296 | 0.01% | 0.01% | 1897 | +47 | 3.14% | Q1 2026 | Apr 16, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 1,535 | 294 | 0.0% | 0.0% | 1898 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ducere Wealth Management LLC | History | No change | 1,533 | 294 | 0.12% | 0.11% | 1899 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Monument Group Wealth Advisors, LLC | History | No change | 1,517 | 291 | 0.16% | 0.16% | 1900 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Miller Capital Partners, Inc. | History | No change | 1,517 | 291 | 0.14% | 0.15% | 1901 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clear Retirement Advice LLC | History | No change | 1,519 | 291 | 0.23% | 0.23% | 1902 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 1,516 | 290 | 0.02% | 0.03% | 1903 | -159 | -9.49% | Q1 2026 | Apr 22, 2026 |
| DUTCH ASSET Corp | History | Reduced | 1,513 | 290 | 0.19% | 0.25% | 1904 | -156 | -9.35% | Q1 2026 | May 08, 2026 |
| Summit Place Financial Advisors, LLC | History | New | 1,501 | 288 | 0.14% | — | 1907 | +1,501 | New | Q1 2026 | May 01, 2026 |
| Alhambra Investment Management LLC | History | Reduced | 1,501 | 288 | 0.13% | 0.13% | 1905 | -9 | -0.6% | Q1 2026 | Apr 15, 2026 |
| IVC Wealth Advisors LLC | History | No change | 1,505 | 288 | 0.13% | 0.13% | 1906 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 1,500 | 287 | 0.0% | 0.0% | 1908 | -7,400 | -83.15% | Q1 2026 | May 15, 2026 |
| Hedges Asset Management LLC | History | No change | 1,500 | 287 | 0.2% | 0.2% | 1909 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| THOMPSON DAVIS & CO., INC. | History | No change | 1,491 | 286 | 0.19% | 0.17% | 1910 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 1,486 | 285 | 0.08% | 0.08% | 1911 | -89 | -5.65% | Q1 2026 | May 11, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 1,485 | 285 | 0.04% | 0.04% | 1913 | -22 | -1.46% | Q1 2026 | May 11, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 1,488 | 285 | 0.06% | 0.06% | 1912 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Pacific Point Advisors, LLC | History | Added to | 1,478 | 283 | 0.15% | 0.13% | 1914 | +173 | 13.26% | Q1 2026 | May 04, 2026 |
| Xcel Wealth Management, LLC | History | New | 1,473 | 282 | 0.08% | — | 1916 | +1,473 | New | Q1 2026 | Apr 21, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | No change | 1,474 | 282 | 0.02% | 0.02% | 1915 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Financial Designs Corp | History | New | 1,455 | 279 | 0.16% | — | 1917 | +1,455 | New | Q1 2026 | Apr 16, 2026 |
| GDS Wealth Management | History | New | 1,452 | 278 | 0.02% | — | 1921 | +1,452 | New | Q1 2026 | Apr 27, 2026 |
| BankPlus Trust Department | History | Added to | 1,451 | 278 | 0.07% | 0.06% | 1920 | +250 | 20.82% | Q1 2026 | May 11, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 1,452 | 278 | 0.05% | 0.06% | 1919 | +6 | 0.41% | Q1 2026 | Apr 21, 2026 |
| CPA Asset Management Group, LLC | History | No change | 1,452 | 278 | 0.09% | 0.1% | 1918 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 1,445 | 277 | 0.02% | 0.02% | 1922 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Gallacher Capital Management LLC | History | New | 1,443 | 276 | 0.11% | — | 1925 | +1,443 | New | Q1 2026 | May 05, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | No change | 1,439 | 276 | 0.01% | 0.01% | 1923 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| S.A. Mason LLC | History | No change | 1,439 | 276 | 0.1% | 0.11% | 1924 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 1,435 | 275 | 0.11% | — | 1926 | +1,435 | New | Q1 2026 | May 06, 2026 |
| Harbor Group, Inc. | History | Added to | 1,431 | 274 | 0.04% | 0.04% | 1927 | +6 | 0.42% | Q1 2026 | Apr 10, 2026 |
| Bernard Wealth Management Corp. | History | No change | 1,430 | 274 | 0.12% | 0.11% | 1928 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | Reduced | 1,425 | 273 | 0.17% | 0.16% | 1930 | -43 | -2.93% | Q1 2026 | Apr 08, 2026 |
| GreatBanc Trust CO | History | Added to | 1,425 | 273 | 0.19% | 0.19% | 1929 | +10 | 0.71% | Q1 2026 | Apr 30, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | Added to | 1,415 | 271 | 0.22% | 0.16% | 1931 | +352 | 33.11% | Q1 2026 | May 12, 2026 |
| Stonebrook Private Inc. | History | New | 1,397 | 268 | 0.06% | — | 1932 | +1,397 | New | Q1 2026 | May 11, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 1,386 | 265 | 0.16% | 0.16% | 1933 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Secure Asset Management, LLC | History | New | 1,378 | 264 | 0.04% | — | 1935 | +1,378 | New | Q1 2026 | Apr 09, 2026 |
| FLOYD FINANCIAL GROUP LLC | History | Added to | 1,322 | 264 | 0.18% | 0.16% | 1934 | +150 | 12.8% | Q1 2026 | Apr 24, 2026 |
| LightSquare Wealth Management, LLC | History | New | 1,373 | 263 | 0.2% | — | 1938 | +1,373 | New | Q1 2026 | May 11, 2026 |
| Capital Squared Financial LLC | History | Reduced | 1,371 | 263 | 0.2% | 0.21% | 1937 | -17 | -1.22% | Q1 2026 | May 01, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 1,371 | 263 | 0.13% | 0.14% | 1936 | +1 | 0.07% | Q1 2026 | Apr 22, 2026 |
| Bay Rivers Group | History | New | 1,363 | 261 | 0.11% | — | 1942 | +1,363 | New | Q1 2026 | Apr 13, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | New | 1,363 | 261 | 0.09% | — | 1943 | +1,363 | New | Q1 2026 | Apr 14, 2026 |
| Westview Management dba Westview Investment Advisors | History | Added to | 1,362 | 261 | 0.14% | 0.11% | 1941 | +108 | 8.61% | Q1 2026 | May 08, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 1,364 | 261 | 0.02% | 0.02% | 1940 | +19 | 1.41% | Q1 2026 | May 06, 2026 |
| Cooper Financial Group | History | Added to | 1,361 | 261 | 0.03% | 0.03% | 1939 | +5 | 0.37% | Q1 2026 | Apr 07, 2026 |
| Wisconsin Wealth Advisors, LLC | History | No change | 1,359 | 260 | 0.26% | 0.25% | 1944 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| GatePass Capital, LLC | History | Reduced | 1,347 | 258 | 0.12% | 0.16% | 1946 | -244 | -15.34% | Q1 2026 | May 06, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Reduced | 1,345 | 258 | 0.04% | 0.04% | 1945 | -1 | -0.07% | Q1 2026 | May 05, 2026 |
| Garde Capital, Inc. | History | New | 1,339 | 257 | 0.02% | — | 1949 | +1,339 | New | Q1 2026 | Apr 28, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 1,340 | 257 | 0.0% | 0.0% | 1947 | -1,161 | -46.42% | Q1 2026 | May 15, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 1,342 | 257 | 0.1% | 0.1% | 1948 | +5 | 0.37% | Q1 2026 | Apr 29, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 1,330 | 255 | 0.04% | 0.04% | 1950 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Peck Wealth Management, LLC | History | No change | 1,333 | 255 | 0.26% | 0.24% | 1951 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Two West Capital Advisors LLC | History | New | 1,271 | 254 | 0.13% | — | 1952 | +1,271 | New | Q1 2026 | May 04, 2026 |
| TFC Financial Management, Inc. | History | Added to | 1,319 | 253 | 0.03% | 0.03% | 1953 | +5 | 0.38% | Q1 2026 | Apr 23, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 1,319 | 253 | 0.04% | 0.04% | 1954 | +3 | 0.23% | Q1 2026 | May 06, 2026 |
| Archvest Wealth Advisors, Inc. | History | No change | 1,320 | 253 | 0.16% | 0.16% | 1955 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fogel Capital Management, Inc. | History | No change | 1,319 | 253 | 0.12% | 0.12% | 1956 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cascade Investment Advisors, Inc. | History | No change | 1,314 | 252 | 0.15% | 0.15% | 1957 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Unify Financial Advisors | History | Added to | 1,310 | 251 | 0.26% | 0.25% | 1959 | +50 | 3.97% | Q1 2026 | Apr 23, 2026 |
| Bricktown Capital, LLC | History | No change | 1,308 | 251 | 0.05% | 0.04% | 1958 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Kathmere Capital Management, LLC | History | New | 1,305 | 250 | 0.02% | — | 1962 | +1,305 | New | Q1 2026 | Apr 28, 2026 |
| NOVEM GROUP | History | Added to | 1,306 | 250 | 0.03% | 0.02% | 1961 | +259 | 24.74% | Q1 2026 | Apr 10, 2026 |
| Sippican Capital Advisors | History | Added to | 1,304 | 250 | 0.17% | 0.13% | 1960 | +228 | 21.19% | Q1 2026 | Apr 23, 2026 |
| BlueSky Wealth Advisors, LLC | History | New | 1,300 | 249 | 0.03% | — | 1963 | +1,300 | New | Q1 2026 | Apr 16, 2026 |
| Clark Asset Management, LLC | History | Reduced | 1,296 | 248 | 0.02% | 0.15% | 1964 | -6,363 | -83.08% | Q1 2026 | Apr 16, 2026 |
| Three Arch Wealth Management LLC | History | No change | 1,290 | 247 | 0.04% | 0.05% | 1965 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 1,285 | 246 | 0.0% | 0.0% | 1966 | -611 | -32.23% | Q1 2026 | May 08, 2026 |
| Ascent Group, LLC | History | Reduced | 1,281 | 245 | 0.01% | 0.01% | 1968 | -2 | -0.16% | Q1 2026 | May 15, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 1,280 | 245 | 0.04% | 0.07% | 1967 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Heritage Family Offices, LLP | History | No change | 1,280 | 245 | 0.11% | 0.11% | 1969 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ransom Advisory, Ltd | History | No change | 1,282 | 245 | 0.1% | 0.1% | 1970 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Vines Capital Management, LLC | History | New | 1,274 | 244 | 0.24% | — | 1974 | +1,274 | New | Q1 2026 | May 12, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 1,275 | 244 | 0.02% | 0.03% | 1972 | -385 | -23.19% | Q1 2026 | Apr 27, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 1,275 | 244 | 0.02% | 0.02% | 1971 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Adelphi Trust Co | History | No change | 1,276 | 244 | 0.2% | 0.2% | 1973 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Envision Financial Transparency, LLC | History | New | 1,267 | 243 | 0.24% | — | 1977 | +1,267 | New | Q1 2026 | May 13, 2026 |
| Banque Transatlantique SA | History | Added to | 1,267 | 243 | 0.01% | 0.0% | 1976 | +206 | 19.42% | Q1 2026 | May 13, 2026 |
| Compass Financial Services Inc | History | Added to | 1,266 | 243 | 0.11% | 0.1% | 1975 | +3 | 0.24% | Q1 2026 | May 01, 2026 |
| Sunbeam Capital Management, LLC | History | New | 1,264 | 242 | 0.14% | — | 1979 | +1,264 | New | Q1 2026 | Apr 16, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | New | 1,261 | 242 | 0.06% | — | 1978 | +1,261 | New | Q1 2026 | Apr 17, 2026 |
| Rather & Kittrell, Inc. | History | No change | 1,257 | 241 | 0.04% | 0.04% | 1980 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SYM FINANCIAL Corp | History | Added to | 1,252 | 240 | 0.02% | 0.02% | 1981 | +52 | 4.33% | Q1 2026 | May 08, 2026 |
| LIBRA WEALTH LLC | History | No change | 1,251 | 240 | 0.07% | 0.07% | 1982 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Capital Investment Counsel, LLC | History | No change | 1,254 | 240 | 0.03% | 0.03% | 1983 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BANK HAPOALIM BM | History | Reduced | 1,244 | 239 | 0.04% | 0.02% | 1984 | -169 | -11.96% | Q1 2026 | May 04, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 1,249 | 239 | 0.01% | 0.01% | 1985 | +16 | 1.3% | Q1 2026 | Apr 27, 2026 |
| Summa Corp. | History | New | 1,245 | 238 | 0.1% | — | 1987 | +1,245 | New | Q1 2026 | Apr 30, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 1,245 | 238 | 0.1% | 0.13% | 1986 | -436 | -25.94% | Q1 2026 | Apr 22, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 1,240 | 237 | 0.01% | 0.01% | 1988 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Mattern Wealth Management LLC | History | No change | 1,236 | 237 | 0.05% | 0.05% | 1989 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SHP Wealth Management | History | Added to | 1,232 | 236 | 0.02% | 0.01% | 1991 | +649 | 111.32% | Q1 2026 | May 08, 2026 |
| JSF Financial, LLC | History | Added to | 1,231 | 236 | 0.05% | 0.05% | 1990 | +2 | 0.16% | Q1 2026 | May 07, 2026 |
| Norris Financial Group, LLC | History | Reduced | 1,216 | 233 | 0.08% | 0.14% | 1992 | -891 | -42.29% | Q1 2026 | May 20, 2026 |
| CAP Partners, LLC | History | Added to | 1,213 | 232 | 0.13% | 0.13% | 1994 | +1 | 0.08% | Q1 2026 | Apr 28, 2026 |
| TCTC Holdings, LLC | History | No change | 1,210 | 232 | 0.01% | 0.01% | 1993 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Rathbones Group PLC | History | Reduced | 1,206 | 231 | 0.0% | 0.0% | 1995 | -176 | -12.74% | Q1 2026 | May 12, 2026 |
| Hayek Kallen Investment Management | History | New | 1,200 | 230 | 0.07% | — | 1997 | +1,200 | New | Q1 2026 | May 15, 2026 |
| Centerpoint Advisors, LLC | History | No change | 1,200 | 230 | 0.07% | 0.07% | 1996 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LYRICAL ASSET MANAGEMENT LP | History | New | 1,194 | 229 | 0.0% | — | 2001 | +1,194 | New | Q1 2026 | May 11, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 1,196 | 229 | 0.0% | 0.0% | 1999 | -484 | -28.81% | Q1 2026 | May 01, 2026 |
| MCDONALD CAPITAL INVESTORS INC/CA | History | No change | 1,195 | 229 | 0.02% | 0.01% | 1998 | 0 | 0.0% | Q1 2026 | May 04, 2026 |