SCHWAB STRATEGIC TRUST - SCHA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Empower Advisory Group, LLC | History | Added to | 36,903,750 | 1,073,161 | 2.79% | 2.62% | 1 | +2,879,382 | 8.46% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 14,734,817 | 428,490 | 0.4% | 0.41% | 2 | -24,324 | -0.16% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 14,587,526 | 424,205 | 0.03% | 0.04% | 3 | -2,726,545 | -15.75% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 5,992,974 | 174,275 | 0.12% | 0.14% | 4 | -794,657 | -11.71% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 5,804,013 | 168,780 | 0.1% | 0.1% | 5 | +301,941 | 5.49% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Added to | 5,129,724 | 149,172 | 0.02% | 0.02% | 6 | +1,106,281 | 27.5% | Q1 2026 | May 05, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 4,583,359 | 133,284 | 0.27% | 0.26% | 7 | -257,767 | -5.32% | Q1 2026 | May 14, 2026 |
| Advisory Alpha, LLC | History | Reduced | 3,881,816 | 112,884 | 3.09% | 3.08% | 8 | -94,488 | -2.38% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 3,844,244 | 111,979 | 0.16% | 0.16% | 9 | +87,162 | 2.32% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 3,386,087 | 98,465 | 0.11% | 0.1% | 10 | +474,776 | 16.31% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,688,510 | 79,364 | 0.16% | 0.18% | 11 | -1,717,851 | -38.99% | Q1 2026 | Apr 08, 2026 |
| LPL Financial LLC | History | Added to | 2,697,192 | 78,434 | 0.02% | 0.02% | 12 | +48,575 | 1.83% | Q1 2026 | May 06, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 2,262,086 | 65,802 | 2.73% | 2.78% | 13 | -11,484 | -0.51% | Q1 2026 | Apr 29, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 2,027,244 | 58,952 | 0.5% | 0.5% | 14 | -134,129 | -6.21% | Q1 2026 | May 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 2,025,667 | 58,906 | 0.44% | 0.42% | 15 | +70,385 | 3.6% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 2,008,641 | 58,411 | 0.09% | 0.09% | 16 | -114,920 | -5.41% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,842,691 | 53,522 | 0.08% | 0.07% | 17 | +270,978 | 17.24% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 1,839,896 | 53,504 | 0.1% | 0.09% | 18 | +143,145 | 8.44% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,869,605 | 53,364 | 0.03% | 0.03% | 19 | +397,866 | 27.03% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,782,550 | 51,836 | 0.06% | 0.06% | 20 | -62,357 | -3.38% | Q1 2026 | May 05, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 1,771,690 | 51,520 | 0.44% | 0.42% | 21 | +41,282 | 2.39% | Q1 2026 | May 07, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,734,769 | 50,447 | 18.54% | 18.43% | 22 | -96,590 | -5.27% | Q1 2026 | Apr 21, 2026 |
| RMG Wealth Management LLC | History | Reduced | 1,500,409 | 50,203 | 5.79% | 21.1% | 23 | -3,577,001 | -70.45% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,650,074 | 47,984 | 0.01% | 0.01% | 24 | +689,484 | 71.78% | Q1 2026 | May 04, 2026 |
| 93 Financial Group, LLC | History | Reduced | 1,608,645 | 46,779 | 20.86% | 20.69% | 25 | -59,515 | -3.57% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 1,601,927 | 46,584 | 0.0% | 0.0% | 26 | -150,603 | -8.59% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,594,940 | 46,380 | 1.58% | 1.58% | 27 | +7,609 | 0.48% | Q1 2026 | Apr 07, 2026 |
| Gemmer Asset Management LLC | History | Added to | 1,521,296 | 44,239 | 3.5% | 3.31% | 28 | +9,755 | 0.65% | Q1 2026 | Apr 22, 2026 |
| Golden Reserve Retirement LLC | History | Reduced | 1,500,790 | 43,642 | 9.0% | 8.28% | 29 | -73,412 | -4.66% | Q1 2026 | Apr 20, 2026 |
| Savant Capital, LLC | History | Reduced | 1,464,613 | 42,590 | 0.21% | 0.25% | 30 | -52,087 | -3.43% | Q1 2026 | May 04, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 1,406,465 | 40,900 | 3.98% | 3.46% | 31 | +48,269 | 3.55% | Q1 2026 | May 01, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,400,172 | 40,716 | 0.0% | 0.01% | 32 | -165,554 | -10.57% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,384,923 | 40,142 | 0.06% | 0.06% | 33 | -2,228,537 | -61.67% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 1,313,049 | 38,237 | 0.04% | 0.05% | 34 | -98,994 | -7.01% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 1,271,774 | 36,983 | 0.04% | 0.04% | 35 | +88,435 | 7.47% | Q1 2026 | May 13, 2026 |
| Mokosak Advisory Group, LLC | History | Reduced | 1,196,865 | 34,810 | 8.71% | 8.7% | 36 | -20,931 | -1.72% | Q1 2026 | Apr 28, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Reduced | 1,181,707 | 34,364 | 5.58% | 5.53% | 37 | -8,111 | -0.68% | Q1 2026 | Apr 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,106,106 | 32,164 | 0.06% | 0.06% | 38 | +22,097 | 2.04% | Q1 2026 | May 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 1,045,004 | 30,388 | 0.25% | 0.18% | 39 | +283,117 | 37.16% | Q1 2026 | May 01, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,044,296 | 30,368 | 0.16% | 0.17% | 40 | +190,768 | 22.35% | Q1 2026 | May 15, 2026 |
| BlueSky Wealth Advisors, LLC | History | Added to | 1,039,134 | 30,218 | 3.89% | 3.75% | 41 | +41,722 | 4.18% | Q1 2026 | Apr 16, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Reduced | 1,028,297 | 29,902 | 1.18% | 1.18% | 42 | -77,684 | -7.02% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 989,759 | 28,782 | 0.11% | 0.11% | 43 | +18,101 | 1.86% | Q1 2026 | Apr 30, 2026 |
| Noble Family Wealth, LLC | History | Added to | 986,306 | 28,681 | 5.92% | 5.88% | 44 | +6,461 | 0.66% | Q1 2026 | Apr 23, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | Added to | 985,135 | 28,647 | 0.02% | 0.01% | 45 | +387,216 | 64.76% | Q1 2026 | May 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 966,196 | 28,096 | 0.41% | 0.33% | 46 | +203,286 | 26.65% | Q1 2026 | Apr 09, 2026 |
| ForthRight Wealth Management, LLC | History | Added to | 954,561 | 27,758 | 7.87% | 7.79% | 47 | +3,537 | 0.37% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 941,688 | 27,384 | 0.01% | 0.01% | 48 | +213,047 | 29.24% | Q1 2026 | May 14, 2026 |
| TruNorth Capital Management, LLC | History | Reduced | 915,652 | 26,627 | 5.1% | 5.04% | 49 | -16,090 | -1.73% | Q1 2026 | Apr 22, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 821,213 | 26,484 | 0.59% | 0.58% | 50 | +56,893 | 7.44% | Q1 2026 | May 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 877,551 | 25,519 | 0.8% | 0.79% | 51 | +12,035 | 1.39% | Q1 2026 | Apr 08, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 869,249 | 25,277 | 0.42% | 0.34% | 52 | +151,258 | 21.07% | Q1 2026 | Apr 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 848,452 | 24,672 | 0.0% | 0.01% | 53 | -135,801 | -13.8% | Q1 2026 | May 11, 2026 |
| FIDELIS iM, LLC | History | Added to | 848,134 | 24,663 | 9.33% | 9.1% | 54 | +25,165 | 3.06% | Q1 2026 | Apr 29, 2026 |
| Charles Schwab Trust Co | History | Added to | 817,522 | 23,773 | 1.54% | 1.47% | 55 | +34,738 | 4.44% | Q1 2026 | Apr 10, 2026 |
| Legacy Wealth Management, LLC | History | Reduced | 814,448 | 23,684 | 1.38% | 1.39% | 56 | -31,751 | -3.75% | Q1 2026 | Apr 22, 2026 |
| Joule Financial, LLC | History | Reduced | 796,701 | 23,168 | 6.75% | 6.85% | 57 | -5,906 | -0.74% | Q1 2026 | Apr 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 786,564 | 22,873 | 1.01% | 0.93% | 58 | +62,561 | 8.64% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 775,194 | 22,543 | 0.06% | 0.05% | 59 | +57,784 | 8.05% | Q1 2026 | Apr 30, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 746,866 | 21,718 | 0.15% | 0.16% | 60 | +29,763 | 4.15% | Q1 2026 | Apr 14, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 740,763 | 21,541 | 1.7% | 2.14% | 61 | -172,061 | -18.85% | Q1 2026 | May 01, 2026 |
| White & Co Financial Planning Inc | History | Reduced | 728,443 | 21,183 | 14.89% | 15.69% | 62 | -8,355 | -1.13% | Q1 2026 | May 06, 2026 |
| Ascension Capital Advisors, Inc. | History | Added to | 710,716 | 20,667 | 6.5% | 6.84% | 63 | +10,293 | 1.47% | Q1 2026 | May 13, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 704,058 | 20,474 | 1.33% | 1.31% | 64 | +9,548 | 1.37% | Q1 2026 | May 07, 2026 |
| Merit Financial Group, LLC | History | Added to | 698,182 | 20,303 | 0.15% | 0.15% | 65 | +61,845 | 9.72% | Q1 2026 | Apr 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 693,924 | 19,485 | 0.0% | 0.0% | 66 | -172,007 | -19.86% | Q1 2026 | May 13, 2026 |
| Waterford Advisors, LLC | History | Added to | 684,686 | 19,225 | 6.1% | 7.51% | 67 | +10,085 | 1.49% | Q1 2026 | May 15, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 632,949 | 18,406 | 5.39% | 4.12% | 68 | +157,762 | 33.2% | Q1 2026 | Apr 22, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 624,063 | 18,147 | 1.46% | 1.45% | 69 | +11,761 | 1.92% | Q1 2026 | May 13, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Added to | 593,940 | 17,271 | 4.12% | 3.89% | 70 | +13,480 | 2.32% | Q1 2026 | May 08, 2026 |
| ZynergyRetirementPlanningLLC | History | Reduced | 571,593 | 16,621 | 10.05% | 10.2% | 71 | -10,718 | -1.84% | Q1 2026 | Apr 17, 2026 |
| Modern Wealth Management, LLC | History | Added to | 562,920 | 16,521 | 0.28% | 0.29% | 72 | +933 | 0.17% | Q1 2026 | May 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 571,325 | 16,271 | 1.22% | 1.22% | 73 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Matrix Trust Co | History | Reduced | 549,098 | 15,968 | 2.65% | 2.59% | 74 | -836 | -0.15% | Q1 2026 | Apr 09, 2026 |
| Bangor Savings Bank | History | Reduced | 541,218 | 15,738 | 1.26% | 1.42% | 75 | -77,823 | -12.57% | Q1 2026 | Apr 01, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 487,631 | 14,180 | 0.16% | 0.17% | 76 | -10,950 | -2.2% | Q1 2026 | May 08, 2026 |
| RKL Wealth Management LLC | History | Reduced | 486,494 | 14,147 | 1.27% | 1.25% | 77 | -47,955 | -8.97% | Q1 2026 | Apr 24, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 483,863 | 14,070 | 1.37% | 1.28% | 78 | +14,236 | 3.03% | Q1 2026 | May 06, 2026 |
| St. Louis Trust Co | History | Reduced | 473,953 | 13,782 | 1.61% | 1.61% | 79 | -19,970 | -4.04% | Q1 2026 | May 14, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 465,370 | 13,532 | 1.56% | 1.49% | 80 | +19,671 | 4.41% | Q1 2026 | Apr 17, 2026 |
| MAI Capital Management | History | Added to | 461,030 | 13,406 | 0.08% | 0.07% | 81 | +7,020 | 1.55% | Q1 2026 | May 15, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 460,464 | 13,390 | 0.58% | 0.52% | 82 | +8,472 | 1.87% | Q1 2026 | May 06, 2026 |
| Missouri Trust & Investment Co | History | Added to | 449,823 | 13,080 | 3.84% | 3.24% | 83 | +61,805 | 15.93% | Q1 2026 | May 14, 2026 |
| St. Johns Investment Management Company, LLC | History | Added to | 441,971 | 12,852 | 5.41% | 5.15% | 84 | +8,627 | 1.99% | Q1 2026 | Apr 28, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 439,134 | 12,770 | 0.89% | 0.82% | 85 | +887 | 0.2% | Q1 2026 | Apr 28, 2026 |
| Lido Advisors, LLC | History | Reduced | 432,733 | 12,583 | 0.04% | 0.04% | 86 | -18,028 | -4.0% | Q1 2026 | May 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 429,202 | 12,481 | 0.22% | 0.26% | 87 | -84,193 | -16.4% | Q1 2026 | May 04, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 415,889 | 12,094 | 5.19% | 5.07% | 88 | -1,681 | -0.4% | Q1 2026 | Apr 20, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 414,071 | 12,041 | 0.43% | 0.42% | 89 | -13,704 | -3.2% | Q1 2026 | Apr 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 410,300 | 11,931 | 0.01% | 0.01% | 90 | -9,848 | -2.34% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 408,316 | 11,873 | 0.09% | 0.1% | 91 | -28,138 | -6.45% | Q1 2026 | May 15, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 404,904 | 11,774 | 0.84% | 0.81% | 92 | +6,974 | 1.75% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 399,206 | 11,608 | 0.02% | 0.02% | 93 | -3,418 | -0.85% | Q1 2026 | Apr 27, 2026 |
| Tiller Private Wealth, Inc. | History | Reduced | 396,316 | 11,524 | 4.09% | 4.08% | 94 | -6,708 | -1.66% | Q1 2026 | Apr 22, 2026 |
| Lutz Financial Services LLC | History | Reduced | 396,280 | 11,523 | 0.77% | 0.79% | 95 | -12,085 | -2.96% | Q1 2026 | May 04, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 394,701 | 11,477 | 0.11% | 0.11% | 96 | +1,401 | 0.36% | Q1 2026 | May 08, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 392,723 | 11,420 | 4.83% | 4.59% | 97 | +14,600 | 3.86% | Q1 2026 | Apr 15, 2026 |
| Essex LLC | History | Added to | 391,403 | 11,382 | 2.01% | 1.97% | 98 | +1,370 | 0.35% | Q1 2026 | Apr 24, 2026 |
| American Financial Advisors, LLC | History | Reduced | 389,669 | 11,331 | 1.51% | 1.44% | 99 | -2,834 | -0.72% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 379,337 | 11,031 | 0.03% | 0.03% | 100 | -55,217 | -12.71% | Q1 2026 | May 04, 2026 |
| FMR LLC | History | Added to | 376,920 | 10,960 | 0.0% | 0.0% | 101 | +63,104 | 20.11% | Q1 2026 | May 15, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 374,539 | 10,891 | 2.86% | 2.63% | 102 | -13,759 | -3.54% | Q1 2026 | May 11, 2026 |
| Courage Miller Partners, LLC | History | Added to | 364,250 | 10,592 | 2.99% | 3.12% | 103 | +265 | 0.07% | Q1 2026 | Apr 24, 2026 |
| Amicus Financial Advisors, LLC | History | Reduced | 360,252 | 10,476 | 2.89% | 2.9% | 104 | -4,848 | -1.33% | Q1 2026 | Apr 14, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 356,469 | 10,366 | 0.29% | 0.31% | 105 | -2,695 | -0.75% | Q1 2026 | May 04, 2026 |
| L2 Asset Management, LLC | History | New | 359,851 | 10,336 | 0.98% | — | 106 | +359,851 | New | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 352,701 | 10,256 | 0.0% | 0.0% | 107 | +197,742 | 127.61% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 346,727 | 10,082 | 0.01% | 0.01% | 108 | -2,167 | -0.62% | Q1 2026 | Apr 27, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 313,386 | 9,950 | 0.18% | 0.44% | 109 | +3,545 | 1.14% | Q1 2026 | May 01, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 340,474 | 9,900 | 2.57% | 2.6% | 110 | +13,457 | 4.12% | Q1 2026 | May 11, 2026 |
| Fortis Capital Management LLC | History | Added to | 335,415 | 9,753 | 1.0% | 1.07% | 111 | +50,762 | 17.83% | Q1 2026 | May 11, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 331,384 | 9,636 | 1.17% | 1.17% | 112 | -10,765 | -3.15% | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 331,037 | 9,626 | 0.08% | 0.08% | 113 | -5,078 | -1.51% | Q1 2026 | May 01, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 329,819 | 9,591 | 0.61% | 0.6% | 114 | +11,928 | 3.75% | Q1 2026 | May 15, 2026 |
| Midwest Trust Co | History | Reduced | 327,824 | 9,533 | 0.12% | 0.12% | 115 | -1,462 | -0.44% | Q1 2026 | May 01, 2026 |
| Curbstone Financial Management Corp | History | Added to | 327,468 | 9,522 | 1.82% | 1.76% | 116 | +5,266 | 1.63% | Q1 2026 | Apr 15, 2026 |
| WHITTIER TRUST CO | History | Reduced | 318,634 | 9,444 | 0.11% | 0.1% | 117 | -1,360 | -0.43% | Q1 2026 | Apr 28, 2026 |
| Creekside Partners | History | Reduced | 315,925 | 9,187 | 3.78% | 3.85% | 118 | -3,759 | -1.18% | Q1 2026 | Apr 21, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 315,615 | 9,178 | 3.12% | 3.08% | 119 | +6,624 | 2.14% | Q1 2026 | Apr 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 312,761 | 9,095 | 0.07% | 0.05% | 120 | +164,380 | 110.78% | Q1 2026 | May 15, 2026 |
| Alliance Wealth Management Group | History | Reduced | 310,751 | 9,036 | 1.98% | 1.97% | 121 | -5,215 | -1.65% | Q1 2026 | Apr 29, 2026 |
| Towercrest Capital Management | History | Reduced | 310,751 | 9,036 | 1.41% | 1.42% | 122 | -5,215 | -1.65% | Q1 2026 | May 01, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 310,674 | 9,034 | 0.27% | 0.24% | 123 | +6,546 | 2.15% | Q1 2026 | Apr 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 306,125 | 8,902 | 0.0% | 0.0% | 124 | +197,966 | 183.03% | Q1 2026 | May 13, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 298,970 | 8,694 | 0.56% | 0.56% | 125 | -12,192 | -3.92% | Q1 2026 | Apr 14, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 298,547 | 8,681 | 0.53% | 0.41% | 126 | -1,337 | -0.45% | Q1 2026 | Apr 28, 2026 |
| Athena Investment Management | History | Reduced | 298,444 | 8,678 | 4.5% | 4.37% | 127 | -1,301 | -0.43% | Q1 2026 | May 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 297,745 | 8,658 | 0.05% | 0.05% | 128 | +1,231 | 0.42% | Q1 2026 | Apr 30, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 288,105 | 8,539 | 0.18% | 0.18% | 129 | -1,500 | -0.52% | Q1 2026 | Apr 28, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 293,619 | 8,538 | 0.13% | 0.15% | 130 | -2,707 | -0.91% | Q1 2026 | May 04, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 293,524 | 8,535 | 1.19% | 1.15% | 131 | +9,937 | 3.5% | Q1 2026 | Apr 29, 2026 |
| HB Wealth Management, LLC | History | Added to | 293,221 | 8,526 | 0.06% | 0.05% | 132 | +5,072 | 1.76% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 287,780 | 8,369 | 0.0% | 0.0% | 133 | -74,943 | -20.66% | Q1 2026 | May 15, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 287,423 | 8,358 | 2.01% | 1.87% | 134 | +36,252 | 14.43% | Q1 2026 | Apr 24, 2026 |
| Curi Capital, LLC | History | Reduced | 286,474 | 8,330 | 0.15% | 0.14% | 135 | -7,132 | -2.43% | Q1 2026 | May 15, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 285,898 | 8,313 | 2.04% | 0.1% | 136 | +271,275 | 1855.13% | Q1 2026 | Apr 03, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 276,989 | 8,054 | 1.01% | 1.05% | 137 | +8,317 | 3.1% | Q1 2026 | Apr 16, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 272,656 | 7,928 | 3.5% | 3.41% | 138 | +9,674 | 3.68% | Q1 2026 | Apr 15, 2026 |
| Arnold Financial Planning LLC | History | Added to | 272,209 | 7,915 | 7.4% | 6.98% | 139 | +34,460 | 14.49% | Q1 2026 | Apr 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 259,632 | 7,550 | 0.04% | 0.03% | 140 | +46,400 | 21.76% | Q1 2026 | May 14, 2026 |
| Cannon Capital Management, Inc. | History | Reduced | 259,096 | 7,534 | 6.12% | 6.5% | 141 | -263 | -0.1% | Q1 2026 | May 07, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 256,725 | 7,465 | 0.31% | 0.3% | 142 | +8,204 | 3.3% | Q1 2026 | May 07, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 254,169 | 7,391 | 1.1% | 1.07% | 143 | -307 | -0.12% | Q1 2026 | Apr 23, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 254,119 | 7,389 | 0.61% | 0.62% | 144 | +4,533 | 1.82% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Added to | 253,967 | 7,385 | 0.21% | 0.19% | 145 | +25,441 | 11.13% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 252,588 | 7,345 | 0.0% | 0.0% | 146 | +16,461 | 6.97% | Q1 2026 | May 15, 2026 |
| Weaver Capital Management LLC | History | Added to | 251,155 | 7,303 | 1.58% | 0.14% | 147 | +227,353 | 955.18% | Q1 2026 | Apr 17, 2026 |
| Victrix Investment Advisors | History | Added to | 247,727 | 7,203 | 2.62% | 2.59% | 148 | +12,499 | 5.31% | Q1 2026 | Apr 09, 2026 |
| Friedenthal Financial | History | Added to | 247,404 | 7,194 | 3.61% | 3.58% | 149 | +3,039 | 1.24% | Q1 2026 | Apr 20, 2026 |
| Asset Dedication, LLC | History | No change | 250,924 | 7,146 | 0.47% | 0.47% | 150 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 243,731 | 7,087 | 1.2% | 1.26% | 151 | -8,171 | -3.24% | Q1 2026 | May 01, 2026 |
| Asset Management Group, Inc. | History | Reduced | 242,408 | 7,049 | 1.14% | 1.13% | 152 | -2,756 | -1.12% | Q1 2026 | May 15, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 239,415 | 6,962 | 1.09% | 1.11% | 153 | -6,637 | -2.7% | Q1 2026 | Apr 17, 2026 |
| Monetary Solutions, Ltd | History | Reduced | 238,090 | 6,923 | 6.69% | 6.81% | 154 | -4,498 | -1.85% | Q1 2026 | May 01, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 237,413 | 6,903 | 0.95% | 0.92% | 155 | -198 | -0.08% | Q1 2026 | May 14, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 235,718 | 6,854 | 1.97% | 2.05% | 156 | -1,146 | -0.48% | Q1 2026 | Apr 13, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 234,235 | 6,811 | 0.74% | 0.72% | 157 | -4,062 | -1.7% | Q1 2026 | May 05, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 233,327 | 6,785 | 0.24% | 0.23% | 158 | +1,149 | 0.49% | Q1 2026 | May 06, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Added to | 233,204 | 6,781 | 3.53% | 3.43% | 159 | +13,850 | 6.31% | Q1 2026 | Apr 22, 2026 |
| MATHER GROUP, LLC. | History | Added to | 232,539 | 6,762 | 0.07% | 0.07% | 160 | +1,657 | 0.72% | Q1 2026 | Apr 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 232,189 | 6,747 | 0.04% | 0.04% | 161 | -22,349 | -8.78% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 230,895 | 6,714 | 0.03% | 0.03% | 162 | -2,555 | -1.09% | Q1 2026 | May 14, 2026 |
| Family Legacy Financial Solutions, LLC | History | Added to | 217,140 | 6,373 | 5.15% | 4.58% | 163 | +8,709 | 4.18% | Q1 2026 | Apr 15, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 219,102 | 6,371 | 2.72% | 2.53% | 164 | -289 | -0.13% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 213,522 | 6,209 | 0.4% | 0.39% | 165 | +6,687 | 3.23% | Q1 2026 | Apr 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 213,078 | 6,196 | 0.01% | 0.01% | 166 | +5,469 | 2.63% | Q1 2026 | May 14, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 212,022 | 6,165 | 0.61% | 0.59% | 167 | +4,462 | 2.15% | Q1 2026 | Apr 27, 2026 |
| Womack Financial LLC | History | Added to | 211,184 | 6,141 | 4.52% | 4.39% | 168 | +2,447 | 1.17% | Q1 2026 | May 11, 2026 |
| PFG Advisors | History | Added to | 208,408 | 6,060 | 0.3% | 0.22% | 169 | +48,263 | 30.14% | Q1 2026 | May 05, 2026 |
| Meriwether Wealth & Planning, LLC | History | Added to | 204,629 | 5,950 | 3.26% | 3.15% | 170 | +8,686 | 4.43% | Q1 2026 | Apr 09, 2026 |
| FLOYD FINANCIAL GROUP LLC | History | Reduced | 188,605 | 5,925 | 3.95% | 3.95% | 171 | -314 | -0.17% | Q1 2026 | Apr 24, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 203,404 | 5,914 | 3.58% | 3.4% | 172 | +2,699 | 1.34% | Q1 2026 | Apr 22, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 201,800 | 5,868 | 0.6% | 0.54% | 173 | +19,283 | 10.57% | Q1 2026 | May 07, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 200,960 | 5,844 | 0.01% | 0.0% | 174 | +88,028 | 77.95% | Q1 2026 | May 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 200,670 | 5,835 | 0.2% | 0.2% | 175 | -5,180 | -2.52% | Q1 2026 | May 11, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 199,234 | 5,793 | 0.77% | 0.78% | 176 | +9,112 | 4.79% | Q1 2026 | May 11, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 198,315 | 5,767 | 0.12% | 0.13% | 177 | -4,454 | -2.2% | Q1 2026 | Apr 07, 2026 |
| GUERRA PAN ADVISORS, LLC | History | Reduced | 197,876 | 5,754 | 3.56% | 3.39% | 178 | -2,641 | -1.32% | Q1 2026 | May 12, 2026 |
| NWM ADVISORS, LLC | History | Added to | 196,478 | 5,713 | 5.2% | 4.5% | 179 | +14,734 | 8.11% | Q1 2026 | May 13, 2026 |
| MERIDIAN MANAGEMENT CO | History | Reduced | 196,093 | 5,702 | 1.42% | 1.48% | 180 | -13,994 | -6.66% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 195,956 | 5,698 | 0.0% | 0.0% | 181 | +156,752 | 399.84% | Q1 2026 | May 15, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 195,796 | 5,693 | 1.71% | 1.64% | 182 | -2,740 | -1.38% | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 193,606 | 5,682 | 0.05% | 0.05% | 183 | +24,812 | 14.7% | Q1 2026 | Apr 07, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 195,171 | 5,676 | 1.65% | 1.45% | 184 | +10,301 | 5.57% | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Added to | 193,959 | 5,640 | 0.07% | 0.06% | 185 | +5,803 | 3.08% | Q1 2026 | May 06, 2026 |
| K2 Financial Inc. | History | Added to | 174,595 | 5,630 | 4.09% | 3.94% | 186 | +3,522 | 2.06% | Q1 2026 | Apr 28, 2026 |
| Garde Capital, Inc. | History | Reduced | 193,329 | 5,621 | 0.34% | 0.34% | 187 | -10,160 | -4.99% | Q1 2026 | Apr 28, 2026 |
| Davis Capital Management | History | Added to | 192,388 | 5,594 | 3.79% | 3.7% | 188 | +3,802 | 2.02% | Q1 2026 | Apr 16, 2026 |
| Powers Advisory Group, LLC | History | Added to | 191,821 | 5,578 | 1.97% | 2.05% | 189 | +337 | 0.18% | Q1 2026 | Apr 21, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 191,698 | 5,574 | 0.25% | 0.25% | 190 | +1,050 | 0.55% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 189,296 | 5,504 | 0.11% | 0.12% | 191 | -4,718 | -2.43% | Q1 2026 | Apr 13, 2026 |
| CWM, LLC | History | Reduced | 188,241 | 5,474 | 0.01% | 0.02% | 192 | -16,728 | -8.16% | Q1 2026 | May 14, 2026 |
| FF Advisors,LLC | History | Added to | 168,148 | 5,394 | 2.19% | 2.02% | 193 | +9,189 | 5.78% | Q1 2026 | Apr 27, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 185,173 | 5,384 | 0.73% | 0.73% | 194 | -1,600 | -0.86% | Q1 2026 | Apr 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 184,960 | 5,378 | 0.0% | 0.0% | 195 | +18,914 | 11.39% | Q1 2026 | May 12, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 183,731 | 5,342 | 1.32% | 1.25% | 196 | -518 | -0.28% | Q1 2026 | May 14, 2026 |
| Opus Capital Group, LLC | History | Added to | 181,822 | 5,287 | 0.57% | 0.56% | 197 | +242 | 0.13% | Q1 2026 | Apr 30, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 179,482 | 5,219 | 0.08% | 0.09% | 198 | +2,211 | 1.25% | Q1 2026 | Apr 22, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 178,712 | 5,196 | 0.75% | 0.75% | 199 | -1,150 | -0.64% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Reduced | 178,590 | 5,193 | 0.02% | 0.03% | 200 | -12,389 | -6.49% | Q1 2026 | Apr 24, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 178,573 | 5,192 | 0.06% | 0.05% | 201 | +17,430 | 10.82% | Q1 2026 | May 13, 2026 |
| Chesapeake Wealth Management | History | Added to | 178,183 | 5,181 | 1.59% | 1.51% | 202 | +445 | 0.25% | Q1 2026 | May 18, 2026 |
| Wealthfront Advisers LLC | History | Added to | 177,425 | 5,159 | 0.01% | 0.01% | 203 | +6,240 | 3.65% | Q1 2026 | May 05, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Reduced | 176,628 | 5,136 | 2.26% | 2.23% | 204 | -2,068 | -1.16% | Q1 2026 | Apr 29, 2026 |
| Compound Planning, Inc. | History | Reduced | 174,965 | 5,087 | 0.16% | 0.16% | 205 | -12,303 | -6.57% | Q1 2026 | May 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 174,686 | 5,079 | 0.1% | 0.1% | 206 | -2,188 | -1.24% | Q1 2026 | May 15, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 173,748 | 5,052 | 3.22% | 3.16% | 207 | +9,475 | 5.77% | Q1 2026 | Apr 27, 2026 |
| BCS Wealth Management | History | Reduced | 173,257 | 5,038 | 1.03% | 1.03% | 208 | -186,102 | -51.79% | Q1 2026 | Apr 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 171,454 | 4,985 | 0.11% | 0.11% | 209 | -1,769 | -1.02% | Q1 2026 | May 14, 2026 |
| Plancorp, LLC | History | Reduced | 160,470 | 4,923 | 0.14% | 0.15% | 210 | -14,258 | -8.16% | Q1 2026 | Apr 14, 2026 |
| Values Added Financial LLC | History | Reduced | 168,329 | 4,895 | 2.06% | 2.03% | 211 | -375 | -0.22% | Q1 2026 | Apr 20, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 167,990 | 4,885 | 0.41% | 0.39% | 212 | -1,210 | -0.72% | Q1 2026 | May 01, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 166,586 | 4,844 | 0.86% | 0.87% | 213 | +2,119 | 1.29% | Q1 2026 | Apr 22, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 162,613 | 4,728 | 2.79% | 2.87% | 214 | -2,468 | -1.5% | Q1 2026 | Apr 16, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 161,090 | 4,684 | 0.02% | 0.02% | 215 | +12,901 | 8.71% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 159,774 | 4,646 | 0.01% | 0.01% | 216 | +13,627 | 9.32% | Q1 2026 | May 15, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 154,292 | 4,486 | 0.24% | 0.28% | 217 | -68,508 | -30.75% | Q1 2026 | Apr 28, 2026 |
| May Barnhard Investments LLC | History | Reduced | 151,578 | 4,407 | 2.14% | 2.06% | 219 | -1,450 | -0.95% | Q1 2026 | May 13, 2026 |
| WBH ADVISORY INC | History | Added to | 150,183 | 4,407 | 0.33% | 0.32% | 218 | +594 | 0.4% | Q1 2026 | Apr 27, 2026 |
| CFG Wealth Management Services, Inc. | History | Added to | 154,452 | 4,390 | 3.98% | 3.98% | 220 | +1,152 | 0.75% | Q1 2026 | May 07, 2026 |
| IFS Advisors, LLC | History | Added to | 150,002 | 4,362 | 2.25% | 2.13% | 221 | +5,991 | 4.16% | Q1 2026 | Apr 06, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 149,639 | 4,351 | 0.26% | 0.25% | 222 | +3,305 | 2.26% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Added to | 149,061 | 4,334 | 0.07% | 0.05% | 223 | +39,375 | 35.9% | Q1 2026 | Apr 27, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 148,376 | 4,315 | 0.97% | 0.96% | 224 | +4,205 | 2.92% | Q1 2026 | May 21, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 147,106 | 4,277 | 2.91% | 2.78% | 225 | +4,266 | 2.99% | Q1 2026 | Apr 23, 2026 |
| Avior Wealth Management, LLC | History | Added to | 145,664 | 4,235 | 0.12% | 0.05% | 226 | +94,702 | 185.83% | Q1 2026 | Apr 09, 2026 |
| CHOREO, LLC | History | Added to | 145,544 | 4,232 | 0.05% | 0.02% | 227 | +95,854 | 192.9% | Q1 2026 | May 12, 2026 |
| Rinkey Investments | History | Reduced | 144,749 | 4,209 | 1.08% | 1.06% | 228 | -1,561 | -1.07% | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 144,728 | 4,208 | 0.02% | 0.02% | 229 | +3,184 | 2.25% | Q1 2026 | May 05, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 144,226 | 4,194 | 1.42% | 1.89% | 230 | -59,942 | -29.36% | Q1 2026 | Apr 08, 2026 |
| Destination Wealth Management | History | Added to | 144,012 | 4,187 | 0.11% | 0.09% | 231 | +20,412 | 16.51% | Q1 2026 | May 15, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 132,832 | 4,174 | 0.24% | 0.24% | 232 | -2,315 | -1.71% | Q1 2026 | Apr 20, 2026 |
| Wealth Architects, LLC | History | Reduced | 142,650 | 4,148 | 0.37% | 0.37% | 233 | -670 | -0.47% | Q1 2026 | May 15, 2026 |
| Gordian Advisors LLC | History | Reduced | 140,327 | 4,080 | 2.72% | 2.66% | 234 | -438 | -0.31% | Q1 2026 | Apr 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 139,929 | 4,069 | 0.0% | 0.0% | 235 | +37,826 | 37.05% | Q1 2026 | May 08, 2026 |
| Churchill Financial Advisors, LLC | History | Reduced | 138,370 | 4,023 | 0.85% | 1.24% | 236 | -4,347 | -3.05% | Q1 2026 | Apr 22, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 137,921 | 4,010 | 0.62% | 0.64% | 237 | -648 | -0.47% | Q1 2026 | May 07, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 137,817 | 4,007 | 0.39% | 0.39% | 238 | -501 | -0.36% | Q1 2026 | Apr 29, 2026 |
| Abound Wealth Management | History | Added to | 137,283 | 3,992 | 0.91% | 0.91% | 239 | +1,451 | 1.07% | Q1 2026 | Apr 10, 2026 |
| Frisco Financial Planning LLC | History | Added to | 135,958 | 3,953 | 3.26% | 3.05% | 240 | +7,787 | 6.08% | Q1 2026 | May 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 135,172 | 3,930 | 1.3% | 1.27% | 241 | +1,248 | 0.93% | Q1 2026 | Apr 09, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 135,080 | 3,928 | 0.24% | 0.21% | 242 | +7,414 | 5.81% | Q1 2026 | May 01, 2026 |
| United Advisor Group, LLC | History | Added to | 134,819 | 3,920 | 0.48% | 0.45% | 243 | +9,404 | 7.5% | Q1 2026 | Apr 17, 2026 |
| Liberty Capital Management, Inc. | History | No change | 136,577 | 3,889 | 0.72% | 0.72% | 244 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| OUTFITTERS FINANCIAL LLC | History | Reduced | 133,661 | 3,886 | 3.01% | 3.03% | 245 | -1,530 | -1.13% | Q1 2026 | Apr 21, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 132,629 | 3,856 | 0.77% | 0.76% | 246 | +6,862 | 5.46% | Q1 2026 | Apr 14, 2026 |
| Embree Financial Group | History | Added to | 132,406 | 3,850 | 0.45% | 0.46% | 247 | +1,957 | 1.5% | Q1 2026 | Apr 23, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 118,536 | 3,842 | 1.52% | 1.5% | 248 | -5,809 | -4.67% | Q1 2026 | Apr 27, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 130,111 | 3,783 | 0.24% | 0.25% | 249 | -5,040 | -3.73% | Q1 2026 | Apr 27, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 129,990 | 3,780 | 0.07% | 0.07% | 250 | -1,043 | -0.8% | Q1 2026 | Apr 10, 2026 |
| Leisure Capital Management | History | Reduced | 128,988 | 3,750 | 1.31% | 1.33% | 251 | -12,388 | -8.76% | Q1 2026 | May 08, 2026 |
| Valmark Advisers, Inc. | History | Added to | 128,712 | 3,742 | 0.04% | 0.04% | 252 | +3,301 | 2.63% | Q1 2026 | May 01, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 110,869 | 3,709 | 0.07% | 0.08% | 253 | +4,034 | 3.78% | Q1 2026 | May 11, 2026 |
| Sensible Money, LLC | History | Reduced | 127,320 | 3,702 | 1.13% | 1.16% | 254 | -402 | -0.31% | Q1 2026 | Apr 21, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 126,589 | 3,681 | 0.77% | 0.76% | 255 | -963 | -0.75% | Q1 2026 | Apr 13, 2026 |
| Downshift Financial, LLC | History | Reduced | 114,329 | 3,649 | 1.89% | 2.67% | 256 | -30,885 | -21.27% | Q1 2026 | Apr 29, 2026 |
| Diligent Investors, LLC | History | Reduced | 124,353 | 3,616 | 0.9% | 0.89% | 257 | -2,209 | -1.75% | Q1 2026 | Apr 15, 2026 |
| Gleason Group, Inc. | History | Reduced | 123,836 | 3,601 | 0.36% | 0.35% | 258 | -963 | -0.77% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 123,684 | 3,596 | 0.0% | 0.0% | 259 | -78,532 | -38.84% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 123,646 | 3,595 | 0.02% | 0.02% | 260 | -55,837 | -31.11% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 123,020 | 3,577 | 0.01% | 0.0% | 261 | +59,967 | 95.11% | Q1 2026 | Apr 22, 2026 |
| Csenge Advisory Group | History | Reduced | 122,264 | 3,555 | 0.16% | 0.16% | 262 | -2,671 | -2.14% | Q1 2026 | Apr 30, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 121,805 | 3,542 | 2.3% | 2.32% | 263 | -5,960 | -4.66% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Added to | 121,271 | 3,526 | 0.0% | 0.0% | 264 | +22,246 | 22.47% | Q1 2026 | May 13, 2026 |
| Cynosure Group, LLC | History | Added to | 120,763 | 3,511 | 0.44% | 0.33% | 265 | +6,936 | 6.09% | Q1 2026 | May 13, 2026 |
| Community Bank, N.A. | History | Reduced | 120,714 | 3,509 | 0.42% | 0.41% | 266 | -2,510 | -2.04% | Q1 2026 | May 12, 2026 |
| Vise Technologies, Inc. | History | No change | 120,923 | 3,443 | 0.07% | 0.07% | 267 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 118,325 | 3,440 | 0.03% | 0.02% | 268 | -169 | -0.14% | Q1 2026 | May 11, 2026 |
| Broadleaf Partners, LLC | History | Reduced | 118,239 | 3,438 | 0.8% | 0.75% | 269 | -6,033 | -4.85% | Q1 2026 | May 14, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Reduced | 118,002 | 3,431 | 1.67% | 1.66% | 270 | -803 | -0.68% | Q1 2026 | Apr 14, 2026 |
| Boltwood Capital Management | History | Added to | 117,932 | 3,429 | 0.87% | 0.85% | 271 | +3,312 | 2.89% | Q1 2026 | Apr 07, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 117,665 | 3,421 | 0.37% | 0.41% | 272 | -14,858 | -11.21% | Q1 2026 | May 12, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 105,955 | 3,403 | 0.22% | 0.24% | 273 | -16,190 | -13.25% | Q1 2026 | Apr 22, 2026 |
| Capital Analysts, LLC | History | Reduced | 116,257 | 3,382 | 0.09% | 0.14% | 274 | -50,453 | -30.26% | Q1 2026 | May 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 115,912 | 3,370 | 0.44% | 0.47% | 275 | -2,468 | -2.08% | Q1 2026 | Apr 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 115,423 | 3,356 | 0.08% | 0.08% | 276 | -3,129 | -2.64% | Q1 2026 | May 15, 2026 |
| Lee Financial Co | History | Added to | 113,911 | 3,312 | 0.47% | 0.42% | 277 | +4,202 | 3.83% | Q1 2026 | Apr 13, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 113,560 | 3,302 | 0.13% | 0.13% | 278 | -4,834 | -4.08% | Q1 2026 | May 01, 2026 |
| Triangle Securities Wealth Management | History | Reduced | 113,215 | 3,292 | 0.75% | 0.7% | 279 | -3,741 | -3.2% | Q1 2026 | Apr 20, 2026 |
| Foster Group, Inc. | History | Added to | 111,400 | 3,239 | 0.1% | 0.09% | 280 | +4,871 | 4.57% | Q1 2026 | Apr 13, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Reduced | 110,648 | 3,217 | 1.33% | 1.3% | 281 | -1,374 | -1.23% | Q1 2026 | May 06, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 108,947 | 3,168 | 0.16% | 0.16% | 282 | -2,685 | -2.41% | Q1 2026 | May 07, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 108,954 | 3,168 | 0.4% | 0.38% | 283 | -786 | -0.72% | Q1 2026 | Apr 24, 2026 |
| Next Capital Management LLC | History | Reduced | 107,890 | 3,137 | 0.95% | 1.09% | 284 | -11,252 | -9.44% | Q1 2026 | May 07, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 107,153 | 3,116 | 1.57% | 1.55% | 285 | +309 | 0.29% | Q1 2026 | Apr 16, 2026 |
| Independent Advisor Alliance | History | New | 106,350 | 3,092 | 0.03% | — | 286 | +106,350 | New | Q1 2026 | May 12, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 104,526 | 3,039 | 2.03% | 2.01% | 287 | -150 | -0.14% | Q1 2026 | Apr 13, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 104,298 | 3,032 | 2.39% | 1.97% | 288 | +20,585 | 24.59% | Q1 2026 | May 05, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 104,145 | 3,028 | 0.0% | 0.0% | 289 | +76,618 | 278.34% | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 103,928 | 3,022 | 0.04% | 0.04% | 290 | -1,393 | -1.32% | Q1 2026 | Apr 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 106,080 | 3,021 | 0.05% | 0.05% | 291 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Phil A. Younker & Associates, Ltd. | History | Added to | 103,747 | 3,016 | 2.01% | 2.01% | 292 | +2,560 | 2.53% | Q1 2026 | Apr 17, 2026 |
| Guardian Financial Partners, LLC | History | Added to | 103,538 | 3,010 | 1.27% | 1.18% | 293 | +5,242 | 5.33% | Q1 2026 | Apr 15, 2026 |
| Element Wealth, LLC | History | Reduced | 103,223 | 3,001 | 1.24% | 1.21% | 294 | -175 | -0.17% | Q1 2026 | May 04, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 103,136 | 2,999 | 0.49% | 0.49% | 295 | -204 | -0.2% | Q1 2026 | Apr 07, 2026 |
| NBT BANK N A /NY | History | Added to | 103,001 | 2,995 | 0.2% | 0.19% | 296 | +20,314 | 24.57% | Q1 2026 | Apr 28, 2026 |
| Creegan & Nassoura Financial Group, LLC | History | No change | 104,732 | 2,982 | 1.94% | 1.94% | 297 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 102,397 | 2,977 | 0.12% | 0.12% | 298 | -982 | -0.95% | Q1 2026 | May 12, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 101,378 | 2,948 | 0.21% | 0.19% | 299 | -3,059 | -2.93% | Q1 2026 | Apr 16, 2026 |
| Summit Financial, LLC | History | Added to | 101,289 | 2,945 | 0.04% | 0.04% | 300 | +698 | 0.69% | Q1 2026 | May 15, 2026 |
| Arcataur Capital Management LLC | History | Reduced | 101,111 | 2,940 | 0.82% | 0.86% | 301 | -4,313 | -4.09% | Q1 2026 | Apr 22, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 99,264 | 2,886 | 0.0% | 0.0% | 302 | +35,893 | 56.64% | Q1 2026 | May 15, 2026 |
| Elser Financial Planning, Inc | History | Reduced | 98,821 | 2,875 | 0.14% | 2.15% | 303 | -5,514 | -5.28% | Q1 2026 | Apr 15, 2026 |
| WealthShield Partners, LLC | History | Reduced | 98,716 | 2,870 | 0.32% | 0.32% | 304 | -2,606 | -2.57% | Q1 2026 | May 01, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 97,894 | 2,846 | 0.36% | 0.35% | 305 | +394 | 0.4% | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 97,596 | 2,838 | 0.01% | 0.01% | 306 | +8,539 | 9.59% | Q1 2026 | May 14, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 97,357 | 2,831 | 1.27% | 1.19% | 307 | -6,697 | -6.44% | Q1 2026 | Apr 23, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 97,260 | 2,828 | 0.04% | 0.03% | 308 | +4,568 | 4.93% | Q1 2026 | May 15, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Reduced | 96,396 | 2,803 | 1.31% | 1.3% | 309 | -411 | -0.42% | Q1 2026 | May 14, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 96,108 | 2,794 | 0.51% | 0.56% | 310 | -425 | -0.44% | Q1 2026 | Apr 13, 2026 |
| Harbor Group, Inc. | History | Reduced | 95,728 | 2,783 | 0.4% | 0.43% | 311 | -4,185 | -4.19% | Q1 2026 | Apr 10, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 95,120 | 2,766 | 0.33% | 0.43% | 312 | -25,542 | -21.17% | Q1 2026 | Apr 08, 2026 |
| ProVise Management Group, LLC | History | Added to | 94,447 | 2,746 | 0.2% | 0.19% | 313 | +113 | 0.12% | Q1 2026 | May 06, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 94,042 | 2,736 | 0.68% | 0.58% | 314 | +3,522 | 3.89% | Q1 2026 | May 15, 2026 |
| Investors Research Corp | History | Reduced | 92,991 | 2,704 | 0.52% | 0.49% | 315 | -868 | -0.92% | Q1 2026 | Apr 03, 2026 |
| Ironwood Wealth Management, LLC. | History | Reduced | 91,987 | 2,674 | 0.77% | 0.77% | 316 | -92 | -0.1% | Q1 2026 | Apr 23, 2026 |
| Econ Financial Services Corp | History | Added to | 91,369 | 2,657 | 1.23% | 0.56% | 317 | +51,837 | 131.13% | Q1 2026 | Apr 21, 2026 |
| Firestone Capital Management | History | Added to | 90,722 | 2,638 | 0.55% | 0.53% | 318 | +3,768 | 4.33% | Q1 2026 | May 08, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 90,482 | 2,631 | 0.05% | 0.05% | 319 | -2,133 | -2.3% | Q1 2026 | Apr 15, 2026 |
| Breachway Investments LLC | History | Added to | 89,355 | 2,622 | 2.52% | 2.66% | 320 | +872 | 0.99% | Q1 2026 | Apr 13, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 90,000 | 2,617 | 0.85% | 0.79% | 321 | -6 | -0.01% | Q1 2026 | May 07, 2026 |
| MADDEN SECURITIES Corp | History | Reduced | 89,487 | 2,602 | 0.78% | 0.78% | 322 | -283 | -0.32% | Q1 2026 | May 05, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 89,421 | 2,600 | 0.28% | 0.27% | 323 | -1,944 | -2.13% | Q1 2026 | Apr 15, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 88,746 | 2,580 | 0.34% | 0.3% | 324 | -464 | -0.52% | Q1 2026 | Apr 10, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 88,741 | 2,580 | 0.85% | 1.27% | 325 | -117 | -0.13% | Q1 2026 | Apr 20, 2026 |
| First Growth Capital LLC | History | No change | 87,861 | 2,578 | 2.32% | 2.4% | 326 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Juno Financial Group LLC | History | Added to | 87,391 | 2,541 | 1.0% | 0.97% | 327 | +2,223 | 2.61% | Q1 2026 | May 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 89,028 | 2,536 | 0.02% | 0.02% | 328 | +1,973 | 2.27% | Q1 2026 | May 15, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 86,451 | 2,513 | 1.86% | 1.79% | 329 | -866 | -0.99% | Q1 2026 | Apr 17, 2026 |
| COMERICA BANK | History | No change | 88,022 | 2,506 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 86,113 | 2,504 | 0.64% | 0.57% | 331 | -350 | -0.4% | Q1 2026 | Apr 28, 2026 |
| Serenity Investment Advisors | History | No change | 83,099 | 2,479 | 1.45% | 1.45% | 332 | 0 | 0.0% | Q4 2025 | May 22, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 85,227 | 2,478 | 1.34% | 1.22% | 333 | +6,087 | 7.69% | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 84,498 | 2,457 | 0.07% | 0.08% | 334 | +2,068 | 2.51% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 84,284 | 2,450 | 0.0% | 0.0% | 335 | +80,490 | 2121.51% | Q1 2026 | May 01, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 83,758 | 2,435 | 0.87% | 0.88% | 336 | -1,808 | -2.11% | Q1 2026 | May 14, 2026 |
| IF Advisors, LLC | History | Reduced | 83,149 | 2,417 | 1.71% | 1.92% | 337 | -4 | -0.0% | Q1 2026 | May 13, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 82,815 | 2,408 | 0.35% | 0.46% | 338 | -4,210 | -4.84% | Q1 2026 | Apr 27, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 82,688 | 2,404 | 0.03% | 0.04% | 339 | -17,938 | -17.83% | Q1 2026 | May 01, 2026 |
| CMH Wealth Management LLC | History | New | 82,619 | 2,402 | 0.41% | — | 340 | +82,619 | New | Q1 2026 | Apr 13, 2026 |
| Dorato Capital Management | History | Reduced | 78,508 | 2,401 | 1.77% | 1.81% | 341 | -1,344 | -1.68% | Q1 2026 | Apr 09, 2026 |
| McAdam, LLC | History | Reduced | 82,231 | 2,391 | 0.11% | 0.11% | 342 | -4,020 | -4.66% | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | Reduced | 81,686 | 2,375 | 0.08% | 0.08% | 343 | -1,013 | -1.22% | Q1 2026 | May 15, 2026 |
| Columbus Macro, LLC | History | Added to | 81,217 | 2,361 | 0.25% | 0.25% | 344 | +1,770 | 2.23% | Q1 2026 | Apr 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 80,655 | 2,345 | 0.0% | 0.0% | 345 | +4,922 | 6.5% | Q1 2026 | May 13, 2026 |
| Aspen Investment Management Inc | History | Added to | 80,640 | 2,345 | 0.72% | 0.69% | 346 | +29 | 0.04% | Q1 2026 | Apr 15, 2026 |
| Consilium Wealth Advisory, LLC | History | Added to | 80,143 | 2,330 | 0.79% | 0.84% | 347 | +5 | 0.01% | Q1 2026 | Apr 20, 2026 |
| Code Waechter LLC | History | Reduced | 79,528 | 2,312 | 1.37% | 1.47% | 348 | -863 | -1.07% | Q1 2026 | Apr 15, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | No change | 80,738 | 2,299 | 0.97% | 0.97% | 349 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sage Financial Management Group, Inc. | History | Added to | 78,752 | 2,290 | 0.7% | 0.67% | 350 | +1,534 | 1.99% | Q1 2026 | Apr 21, 2026 |
| Advisory Services Network, LLC | History | Added to | 78,593 | 2,285 | 0.03% | 0.02% | 351 | +18,691 | 31.2% | Q1 2026 | May 15, 2026 |
| MeadowBrook Investment Advisors LLC | History | Added to | 78,536 | 2,283 | 2.02% | 0.4% | 352 | +62,185 | 380.31% | Q1 2026 | Apr 22, 2026 |
| Allen Capital Group, LLC | History | No change | 79,695 | 2,269 | 0.21% | 0.21% | 353 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sequent Planning LLC | History | Added to | 77,893 | 2,265 | 0.55% | 0.45% | 354 | +15,694 | 25.23% | Q1 2026 | Apr 21, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Added to | 77,805 | 2,262 | 0.87% | 0.86% | 355 | +5 | 0.01% | Q1 2026 | Apr 29, 2026 |
| HANSEATIC MANAGEMENT SERVICES INC | History | New | 77,684 | 2,259 | 2.16% | — | 356 | +77,684 | New | Q1 2026 | May 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 77,548 | 2,255 | 0.01% | 0.01% | 357 | -9,200 | -10.61% | Q1 2026 | May 08, 2026 |
| MONEYWISE, INC. | History | Reduced | 77,471 | 2,252 | 0.98% | 1.25% | 358 | -28,306 | -26.76% | Q1 2026 | Apr 27, 2026 |
| Clearstead Advisors, LLC | History | Added to | 77,407 | 2,251 | 0.02% | 0.03% | 359 | +2,297 | 3.06% | Q1 2026 | May 06, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 77,342 | 2,249 | 0.09% | 0.08% | 360 | +4,168 | 5.7% | Q1 2026 | May 12, 2026 |
| CDKV HOLDINGS LLC | History | Added to | 76,572 | 2,226 | 1.95% | 1.74% | 361 | +3,299 | 4.5% | Q1 2026 | May 01, 2026 |
| American Investment Services, Inc. | History | Reduced | 76,343 | 2,220 | 0.5% | 0.52% | 362 | -2,085 | -2.66% | Q1 2026 | May 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 67,571 | 2,197 | 0.03% | 0.03% | 363 | -11 | -0.02% | Q1 2026 | May 06, 2026 |
| Caprock Group, LLC | History | Reduced | 75,081 | 2,183 | 0.05% | 0.05% | 364 | -4,262 | -5.37% | Q1 2026 | May 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 74,840 | 2,176 | 0.07% | 0.08% | 365 | -3,298 | -4.22% | Q1 2026 | May 07, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 74,783 | 2,174 | 0.06% | 0.06% | 366 | -374 | -0.5% | Q1 2026 | Apr 28, 2026 |
| Wealth Group Ltd | History | Reduced | 74,619 | 2,168 | 0.49% | 0.48% | 367 | -411 | -0.55% | Q1 2026 | Apr 10, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 74,214 | 2,158 | 0.28% | 0.33% | 368 | -10,390 | -12.28% | Q1 2026 | Apr 27, 2026 |
| CIBC Bancorp USA Inc. | History | New | 73,907 | 2,149 | 0.0% | — | 369 | +73,907 | New | Q1 2026 | May 12, 2026 |
| Advisor OS, LLC | History | Reduced | 73,620 | 2,140 | 0.15% | 0.21% | 370 | -17,896 | -19.56% | Q1 2026 | May 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 73,369 | 2,133 | 0.04% | 0.05% | 371 | -8,147 | -9.99% | Q1 2026 | Apr 14, 2026 |
| Strategic Financial Concepts, LLC | History | New | 72,818 | 2,117 | 0.52% | — | 372 | +72,818 | New | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 72,764 | 2,115 | 0.02% | 0.02% | 373 | -8,195 | -10.12% | Q1 2026 | May 13, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 72,451 | 2,106 | 0.07% | 0.07% | 374 | -65 | -0.09% | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 72,294 | 2,102 | 0.03% | 0.02% | 375 | +12,706 | 21.32% | Q1 2026 | May 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 71,671 | 2,084 | 0.12% | 0.12% | 376 | -1,170 | -1.61% | Q1 2026 | Apr 20, 2026 |
| Whelan Financial | History | Reduced | 71,587 | 2,081 | 0.65% | 0.64% | 377 | -738 | -1.02% | Q1 2026 | Apr 24, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 71,303 | 2,073 | 0.18% | 0.19% | 378 | +836 | 1.19% | Q1 2026 | Apr 09, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 70,477 | 2,049 | 0.22% | 0.23% | 379 | -1,057 | -1.48% | Q1 2026 | Apr 14, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 69,980 | 2,035 | 0.05% | 0.05% | 380 | +251 | 0.36% | Q1 2026 | Apr 29, 2026 |
| Leo H. Evart, Inc. | History | New | 69,838 | 2,030 | 1.74% | — | 381 | +69,838 | New | Q1 2026 | May 13, 2026 |
| Compass Advisory Group LLC | History | Reduced | 69,592 | 2,023 | 0.54% | 0.58% | 382 | -5,946 | -7.87% | Q1 2026 | Apr 21, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 69,383 | 2,017 | 0.04% | 0.03% | 383 | +21,824 | 45.89% | Q1 2026 | Apr 27, 2026 |
| BAILARD, INC. | History | Added to | 69,310 | 2,015 | 0.05% | 0.04% | 384 | +2,934 | 4.42% | Q1 2026 | May 11, 2026 |
| Blossom Wealth Management | History | Added to | 69,117 | 2,009 | 2.98% | 2.44% | 385 | +17,170 | 33.05% | Q1 2026 | Apr 28, 2026 |
| SWS Partners | History | Reduced | 68,818 | 2,001 | 0.49% | 0.49% | 386 | -2,616 | -3.66% | Q1 2026 | Apr 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 68,573 | 1,994 | 0.05% | 0.05% | 387 | +388 | 0.57% | Q1 2026 | May 11, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 69,922 | 1,991 | 0.28% | 0.28% | 388 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Elm Partners Management LLC | History | Added to | 70,129 | 1,969 | 0.09% | 0.05% | 389 | +34,314 | 95.81% | Q1 2026 | May 13, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 67,579 | 1,965 | 0.35% | 0.36% | 390 | +702 | 1.05% | Q1 2026 | May 01, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 66,995 | 1,948 | 0.58% | 0.56% | 391 | +1,083 | 1.64% | Q1 2026 | May 05, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 68,144 | 1,940 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 66,206 | 1,925 | 0.21% | 0.21% | 393 | +787 | 1.2% | Q1 2026 | May 11, 2026 |
| LTG Capital LLC | History | Added to | 66,073 | 1,921 | 1.47% | 1.46% | 394 | +338 | 0.51% | Q1 2026 | May 15, 2026 |
| Madison Park Capital Advisors, LLC | History | Reduced | 65,122 | 1,893 | 1.49% | 1.52% | 395 | -573 | -0.87% | Q1 2026 | Apr 22, 2026 |
| Jacobs Equity LLC | History | Added to | 65,062 | 1,892 | 1.69% | 1.78% | 396 | +30 | 0.05% | Q1 2026 | May 14, 2026 |
| Dakota Wealth Management | History | Reduced | 64,948 | 1,888 | 0.04% | 0.03% | 397 | -2,224 | -3.31% | Q1 2026 | May 07, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 64,837 | 1,885 | 0.37% | 0.4% | 398 | -1,866 | -2.8% | Q1 2026 | Apr 14, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 64,532 | 1,876 | 0.27% | 0.28% | 399 | +196 | 0.3% | Q1 2026 | May 11, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 64,394 | 1,872 | 0.27% | 0.26% | 400 | -164 | -0.25% | Q1 2026 | Apr 27, 2026 |
| WJ Financial Advisors LLC | History | Added to | 64,221 | 1,867 | 1.51% | 1.52% | 401 | +4,224 | 7.04% | Q1 2026 | May 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 63,884 | 1,857 | 0.02% | 0.02% | 402 | +3,546 | 5.88% | Q1 2026 | Apr 20, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 63,804 | 1,855 | 0.19% | 0.19% | 403 | -2,316 | -3.5% | Q1 2026 | May 05, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 59,565 | 1,835 | 0.13% | 0.61% | 404 | -226,266 | -79.16% | Q1 2026 | Apr 13, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 64,376 | 1,833 | 0.39% | 0.39% | 405 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 62,008 | 1,803 | 0.34% | 0.31% | 406 | +9 | 0.01% | Q1 2026 | Apr 29, 2026 |
| LVW Advisors, LLC | History | Reduced | 61,639 | 1,792 | 0.17% | 0.18% | 407 | -1,646 | -2.6% | Q1 2026 | Apr 20, 2026 |
| Krilogy Financial LLC | History | Reduced | 56,198 | 1,775 | 0.06% | 0.06% | 408 | -683 | -1.2% | Q1 2026 | Apr 17, 2026 |
| Apella Capital, LLC | History | Reduced | 54,919 | 1,770 | 0.03% | 0.03% | 409 | -1,582 | -2.8% | Q1 2026 | Apr 20, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 60,858 | 1,769 | 0.2% | 0.19% | 410 | +335 | 0.55% | Q1 2026 | May 11, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 60,710 | 1,765 | 0.59% | 0.58% | 411 | -1,585 | -2.54% | Q1 2026 | Apr 14, 2026 |
| Clearview Wealth Management LLC | History | New | 59,980 | 1,744 | 1.23% | — | 412 | +59,980 | New | Q1 2026 | May 15, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Added to | 59,750 | 1,737 | 0.31% | 0.35% | 413 | +2,844 | 5.0% | Q1 2026 | Apr 28, 2026 |
| Argos Wealth Advisors, LLC | History | Added to | 59,714 | 1,736 | 0.5% | 0.46% | 414 | +4 | 0.01% | Q1 2026 | Apr 27, 2026 |
| Mendel Capital Management LLC | History | New | 59,489 | 1,729 | 0.87% | — | 415 | +59,489 | New | Q1 2026 | Apr 21, 2026 |
| Oldfather Financial Services, LLC | History | No change | 60,371 | 1,719 | 0.51% | 0.51% | 416 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| North Forty Two & Co. | History | Added to | 58,880 | 1,712 | 1.58% | 1.47% | 417 | +4,175 | 7.63% | Q1 2026 | Apr 21, 2026 |
| Wedmont Private Capital | History | Added to | 55,771 | 1,706 | 0.06% | 0.05% | 418 | +5,180 | 10.24% | Q1 2026 | Apr 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 58,512 | 1,702 | 0.01% | 0.01% | 419 | +9,795 | 20.11% | Q1 2026 | Apr 07, 2026 |
| JM2 Capital Inc. | History | Added to | 58,113 | 1,689 | 1.4% | 1.2% | 420 | +5,511 | 10.48% | Q1 2026 | Apr 27, 2026 |
| Bravias Capital Group, LLC | History | Reduced | 57,520 | 1,672 | 1.09% | 1.02% | 421 | -1,571 | -2.66% | Q1 2026 | Apr 28, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 56,875 | 1,653 | 0.02% | 0.03% | 422 | -26,100 | -31.46% | Q1 2026 | May 13, 2026 |
| Summit Place Financial Advisors, LLC | History | Added to | 56,810 | 1,652 | 0.79% | 0.74% | 423 | +3,175 | 5.92% | Q1 2026 | May 01, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 56,427 | 1,640 | 0.05% | 0.05% | 425 | -1,916 | -3.28% | Q1 2026 | Apr 27, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 56,404 | 1,640 | 0.05% | 0.05% | 424 | -1,335 | -2.31% | Q1 2026 | May 07, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 56,133 | 1,632 | 0.12% | 0.12% | 426 | +1,107 | 2.01% | Q1 2026 | Apr 20, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 55,931 | 1,626 | 0.02% | 0.02% | 427 | -2,850 | -4.85% | Q1 2026 | May 08, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 55,897 | 1,625 | 0.77% | 0.76% | 428 | -1,846 | -3.2% | Q1 2026 | Apr 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 55,810 | 1,623 | 0.0% | 0.0% | 429 | +2,504 | 4.7% | Q1 2026 | May 01, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 55,708 | 1,619 | 0.26% | 0.25% | 430 | -500 | -0.89% | Q1 2026 | May 15, 2026 |
| Greenhouse Wealth Management, LLC | History | Reduced | 55,497 | 1,613 | 1.0% | 0.96% | 431 | -1,770 | -3.09% | Q1 2026 | Apr 23, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 55,000 | 1,599 | 0.43% | 0.43% | 432 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NESTEGG ADVISORS, INC. | History | Reduced | 54,444 | 1,583 | 1.39% | 1.33% | 433 | -417 | -0.76% | Q1 2026 | Apr 08, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 54,372 | 1,581 | 0.38% | 0.38% | 434 | -327 | -0.6% | Q1 2026 | May 05, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 54,089 | 1,572 | 0.31% | 0.29% | 435 | -200 | -0.37% | Q1 2026 | Apr 16, 2026 |
| Capital Squared Financial LLC | History | Added to | 53,969 | 1,569 | 1.2% | 0.97% | 436 | +10,147 | 23.16% | Q1 2026 | May 01, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 53,504 | 1,556 | 0.8% | 0.72% | 437 | +7,489 | 16.28% | Q1 2026 | Apr 21, 2026 |
| RCW Management, LLC | History | Reduced | 53,485 | 1,555 | 1.59% | 1.56% | 438 | -647 | -1.2% | Q1 2026 | Apr 15, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 67,086 | 1,540 | 0.04% | 0.03% | 439 | +3,861 | 6.11% | Q1 2026 | May 08, 2026 |
| CRA Financial Services, LLC | History | Reduced | 52,779 | 1,534 | 0.2% | 0.22% | 440 | -5,088 | -8.79% | Q1 2026 | Apr 09, 2026 |
| Seek First Inc. | History | Added to | 52,596 | 1,529 | 1.08% | 1.02% | 441 | +407 | 0.78% | Q1 2026 | Apr 23, 2026 |
| OFS Enterprise LLC | History | New | 52,032 | 1,513 | 0.44% | — | 442 | +52,032 | New | Q1 2026 | Apr 09, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 51,480 | 1,497 | 0.04% | 0.04% | 443 | -542 | -1.04% | Q1 2026 | Apr 21, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 51,225 | 1,489 | 0.11% | 0.12% | 444 | -3,325 | -6.1% | Q1 2026 | Apr 22, 2026 |
| Intellus Advisors LLC | History | Added to | 51,089 | 1,485 | 0.2% | 0.19% | 445 | +1,457 | 2.94% | Q1 2026 | May 07, 2026 |
| Denver PWM, LLC | History | Reduced | 44,326 | 1,483 | 0.51% | 0.69% | 446 | -37,156 | -45.6% | Q1 2026 | May 12, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 50,805 | 1,477 | 0.13% | — | 448 | +50,805 | New | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 50,919 | 1,477 | 0.02% | 0.02% | 447 | +13,036 | 34.41% | Q1 2026 | May 15, 2026 |
| Enclave Advisors LLC | History | Reduced | 50,544 | 1,469 | 0.2% | 0.21% | 449 | -2,577 | -4.85% | Q1 2026 | Apr 13, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Added to | 49,939 | 1,452 | 0.69% | 0.55% | 450 | +5,108 | 11.39% | Q1 2026 | Apr 28, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 49,897 | 1,451 | 0.4% | 0.45% | 451 | -65 | -0.13% | Q1 2026 | Apr 09, 2026 |
| Bensler, LLC | History | Reduced | 49,667 | 1,444 | 0.15% | 0.17% | 452 | -8,657 | -14.84% | Q1 2026 | May 01, 2026 |
| Wiser Advisor Group LLC | History | Added to | 49,564 | 1,441 | 1.74% | 1.31% | 454 | +9,443 | 23.54% | Q1 2026 | Apr 22, 2026 |
| Passive Capital Management, LLC. | History | Added to | 49,554 | 1,441 | 0.43% | 0.44% | 453 | +582 | 1.19% | Q1 2026 | May 14, 2026 |
| Sprinkle Financial Consultants LLC | History | Reduced | 49,349 | 1,435 | 0.66% | 0.72% | 455 | -337 | -0.68% | Q1 2026 | Apr 16, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 51,078 | 1,434 | 0.22% | 0.24% | 456 | -3,098 | -5.72% | Q1 2026 | May 07, 2026 |
| MilWealth Group LLC | History | No change | 49,198 | 1,430 | 0.34% | 0.33% | 457 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Envision Financial LLC | History | Reduced | 48,881 | 1,421 | 0.76% | 0.79% | 458 | -3,544 | -6.76% | Q1 2026 | Apr 16, 2026 |
| HC Advisors, LLC | History | Added to | 48,864 | 1,420 | 0.95% | 0.93% | 459 | +1,864 | 3.97% | Q1 2026 | May 05, 2026 |
| XY Planning Network, Inc. | History | Added to | 48,343 | 1,418 | 0.23% | 0.24% | 460 | +234 | 0.49% | Q1 2026 | Apr 14, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 48,707 | 1,416 | 0.29% | 0.3% | 461 | -9,454 | -16.25% | Q1 2026 | Apr 08, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | No change | 48,640 | 1,414 | 0.76% | 0.73% | 462 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| &PARTNERS | History | Added to | 48,438 | 1,408 | 0.01% | 0.01% | 463 | +3,196 | 7.06% | Q1 2026 | May 15, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Reduced | 48,278 | 1,403 | 0.66% | 0.63% | 465 | -719 | -1.47% | Q1 2026 | May 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 48,261 | 1,403 | 0.07% | 0.06% | 464 | -307 | -0.63% | Q1 2026 | May 18, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 48,084 | 1,398 | 0.82% | 0.78% | 466 | -251 | -0.52% | Q1 2026 | May 14, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 47,862 | 1,391 | 0.46% | 0.42% | 467 | -646 | -1.33% | Q1 2026 | May 15, 2026 |
| Laraway Financial Advisors Inc | History | Reduced | 47,672 | 1,386 | 0.97% | 0.97% | 469 | -4,774 | -9.1% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 47,664 | 1,386 | 0.02% | 0.02% | 468 | -4,232 | -8.15% | Q1 2026 | Apr 28, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 47,597 | 1,384 | 0.03% | 0.03% | 470 | -2,792 | -5.54% | Q1 2026 | Apr 15, 2026 |
| BCK Partners, Inc. | History | Reduced | 47,464 | 1,380 | 0.75% | 0.73% | 471 | -281 | -0.59% | Q1 2026 | Apr 27, 2026 |
| Brookstone Capital Management | History | Added to | 47,441 | 1,379 | 0.02% | 0.01% | 472 | +7,776 | 19.6% | Q1 2026 | Apr 16, 2026 |
| NorthRock Partners, LLC | History | Reduced | 47,361 | 1,377 | 0.02% | 0.02% | 473 | -1,278 | -2.63% | Q1 2026 | May 15, 2026 |
| Rede Wealth, LLC | History | Added to | 47,287 | 1,375 | 0.49% | 0.43% | 474 | +3,857 | 8.88% | Q1 2026 | Apr 10, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Reduced | 46,984 | 1,366 | 0.15% | 0.15% | 475 | -280 | -0.59% | Q1 2026 | May 14, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 46,939 | 1,364 | 0.12% | 0.12% | 476 | +798 | 1.73% | Q1 2026 | Apr 07, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 46,649 | 1,356 | 0.26% | 0.27% | 477 | -1,640 | -3.4% | Q1 2026 | May 05, 2026 |
| Aspen Grove Capital, LLC | History | Reduced | 46,521 | 1,352 | 0.26% | 0.24% | 478 | -2,484 | -5.07% | Q1 2026 | May 14, 2026 |
| Planned Solutions, Inc. | History | Reduced | 46,478 | 1,351 | 0.44% | 0.42% | 479 | -18 | -0.04% | Q1 2026 | Apr 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 46,064 | 1,339 | 0.02% | 0.01% | 480 | +4,218 | 10.08% | Q1 2026 | Apr 20, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 46,940 | 1,336 | 0.06% | 0.06% | 481 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 45,843 | 1,333 | 0.15% | 0.15% | 482 | -632 | -1.36% | Q1 2026 | Apr 16, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 45,452 | 1,321 | 0.07% | 0.13% | 483 | -3,158 | -6.5% | Q1 2026 | Apr 21, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 45,111 | 1,311 | 0.07% | 0.09% | 485 | -7,044 | -13.51% | Q1 2026 | May 14, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 45,115 | 1,311 | 0.09% | 0.08% | 484 | -834 | -1.82% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 44,870 | 1,304 | 0.09% | 0.09% | 486 | -813 | -1.78% | Q1 2026 | Apr 21, 2026 |
| Westmount Partners, LLC | History | No change | 44,716 | 1,300 | 0.32% | 0.32% | 487 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Ironwood Financial, llc | History | Reduced | 44,688 | 1,299 | 0.23% | 0.23% | 488 | -67 | -0.15% | Q1 2026 | Apr 16, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 44,612 | 1,297 | 0.07% | 0.04% | 489 | +20,349 | 83.87% | Q1 2026 | Apr 30, 2026 |
| WISCONSIN CAPITAL MANAGEMENT LLC | History | Added to | 44,600 | 1,296 | 0.71% | 0.63% | 490 | +600 | 1.36% | Q1 2026 | May 12, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Reduced | 44,501 | 1,294 | 0.06% | 0.06% | 491 | -552 | -1.23% | Q1 2026 | May 11, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 44,481 | 1,293 | 0.34% | 0.33% | 492 | -1,061 | -2.33% | Q1 2026 | Apr 15, 2026 |
| Windsor Advisory Group, LLC | History | New | 44,085 | 1,281 | 1.07% | — | 493 | +44,085 | New | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 43,695 | 1,270 | 0.04% | 0.04% | 494 | -4,541 | -9.41% | Q1 2026 | May 13, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 43,343 | 1,260 | 0.05% | 0.05% | 495 | -53 | -0.12% | Q1 2026 | Apr 21, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Added to | 43,050 | 1,251 | 0.58% | 2.0% | 496 | +35,839 | 497.0% | Q1 2026 | Apr 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 42,907 | 1,247 | 0.03% | 0.03% | 497 | -4,787 | -10.04% | Q1 2026 | May 15, 2026 |
| Nicollet Investment Management, Inc. | History | No change | 42,558 | 1,238 | 0.42% | 0.38% | 498 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Added to | 42,367 | 1,232 | 0.01% | 0.01% | 499 | +4,698 | 12.47% | Q1 2026 | May 13, 2026 |
| Great Waters Wealth Management | History | Reduced | 42,355 | 1,231 | 0.13% | 0.13% | 500 | -494 | -1.15% | Q1 2026 | Apr 17, 2026 |
| Carroll Advisory Group, LLC | History | Reduced | 42,320 | 1,230 | 0.48% | 0.57% | 501 | -4,040 | -8.71% | Q1 2026 | Apr 22, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 42,255 | 1,228 | 0.28% | 0.27% | 502 | +682 | 1.64% | Q1 2026 | Apr 28, 2026 |
| Facet Wealth, Inc. | History | Added to | 41,817 | 1,216 | 0.02% | 0.02% | 503 | +5,353 | 14.68% | Q1 2026 | May 07, 2026 |
| NWAM LLC | History | Added to | 41,287 | 1,200 | 0.07% | 0.07% | 504 | +540 | 1.33% | Q1 2026 | May 04, 2026 |
| Fisher Asset Management, LLC | History | Added to | 41,205 | 1,198 | 0.0% | 0.0% | 505 | +27,670 | 204.43% | Q1 2026 | May 05, 2026 |
| Coastwise Capital Group, LLC | History | Reduced | 41,109 | 1,195 | 0.66% | 0.59% | 507 | -580 | -1.39% | Q1 2026 | May 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 41,113 | 1,195 | 0.04% | 0.04% | 506 | -138 | -0.33% | Q1 2026 | May 13, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 40,850 | 1,187 | 0.06% | 0.05% | 508 | +8,615 | 26.73% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 40,791 | 1,186 | 0.04% | 0.05% | 509 | -4,222 | -9.38% | Q1 2026 | May 15, 2026 |
| Claro Advisors Inc. | History | Added to | 40,690 | 1,183 | 0.14% | 0.15% | 510 | +2,870 | 7.59% | Q1 2026 | Apr 21, 2026 |
| Joseph Group Capital Management | History | Reduced | 40,534 | 1,178 | 0.29% | 0.33% | 511 | -3,091 | -7.09% | Q1 2026 | May 08, 2026 |
| Coastline Complete Wealth LLC | History | Added to | 40,369 | 1,173 | 0.73% | 0.7% | 512 | +1,549 | 3.99% | Q1 2026 | May 22, 2026 |
| TPG Advisors LLC | History | Reduced | 40,056 | 1,164 | 0.73% | 0.71% | 513 | -193 | -0.48% | Q1 2026 | Apr 22, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 39,911 | 1,160 | 0.22% | 0.26% | 514 | -5,324 | -11.77% | Q1 2026 | Apr 20, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Reduced | 39,740 | 1,155 | 0.77% | 0.75% | 515 | -598 | -1.48% | Q1 2026 | May 18, 2026 |
| Shearwater Capital LLC | History | New | 39,703 | 1,154 | 0.61% | — | 516 | +39,703 | New | Q1 2026 | Apr 09, 2026 |
| CITIGROUP INC | History | Reduced | 39,637 | 1,152 | 0.0% | 0.0% | 517 | -8,189 | -17.12% | Q1 2026 | May 11, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 39,343 | 1,144 | 0.26% | 0.26% | 518 | -485 | -1.22% | Q1 2026 | Apr 02, 2026 |
| Grantvest Financial Group LLC | History | Added to | 39,099 | 1,136 | 0.74% | 0.71% | 519 | +5 | 0.01% | Q1 2026 | May 11, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 38,972 | 1,133 | 0.02% | 0.01% | 520 | +5,408 | 16.11% | Q1 2026 | May 12, 2026 |
| Omega Financial Group, LLC | History | Reduced | 38,495 | 1,119 | 0.36% | 0.38% | 521 | -2,396 | -5.86% | Q1 2026 | May 12, 2026 |
| Mengis Capital Management, Inc. | History | Reduced | 38,036 | 1,106 | 0.19% | 0.19% | 522 | -24 | -0.06% | Q1 2026 | May 12, 2026 |
| CFC Planning Co LLC | History | Added to | 37,980 | 1,104 | 0.79% | 0.65% | 523 | +7,804 | 25.86% | Q1 2026 | Apr 24, 2026 |
| DAVENPORT & Co LLC | History | New | 37,940 | 1,103 | 0.01% | — | 525 | +37,940 | New | Q1 2026 | Apr 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 37,944 | 1,103 | 0.02% | 0.02% | 524 | +196 | 0.52% | Q1 2026 | May 07, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 37,896 | 1,102 | 0.39% | 0.38% | 526 | +477 | 1.27% | Q1 2026 | Apr 14, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 37,868 | 1,101 | 0.04% | 0.03% | 527 | +1,267 | 3.46% | Q1 2026 | Apr 30, 2026 |
| Red Tortoise LLC | History | Added to | 37,714 | 1,096 | 0.46% | 0.46% | 528 | +2 | 0.01% | Q1 2026 | Apr 21, 2026 |
| MBL Wealth, LLC | History | Reduced | 37,600 | 1,093 | 0.08% | 0.09% | 529 | -100 | -0.27% | Q1 2026 | Apr 28, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 37,403 | 1,087 | 0.02% | 0.02% | 530 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 37,376 | 1,086 | 0.29% | 0.28% | 531 | -1,071 | -2.79% | Q1 2026 | Apr 22, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 38,007 | 1,082 | 0.08% | 0.08% | 532 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Summit Asset Management, LLC | History | Reduced | 37,141 | 1,080 | 0.15% | 0.15% | 533 | -574 | -1.52% | Q1 2026 | May 08, 2026 |
| Atria Investments, Inc | History | Added to | 37,054 | 1,077 | 0.01% | 0.01% | 534 | +2,168 | 6.21% | Q1 2026 | May 05, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 36,980 | 1,075 | 0.25% | 0.24% | 535 | -187 | -0.5% | Q1 2026 | May 08, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 36,953 | 1,074 | 0.06% | 0.06% | 536 | +254 | 0.69% | Q1 2026 | Apr 17, 2026 |
| Roberts Wealth Advisors, LLC | History | Added to | 36,897 | 1,072 | 0.27% | 0.24% | 537 | +3,984 | 12.1% | Q1 2026 | Apr 07, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | No change | 36,413 | 1,058 | 0.17% | 0.16% | 538 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| S.A. Mason LLC | History | Reduced | 36,371 | 1,057 | 0.4% | 0.41% | 539 | -48 | -0.13% | Q1 2026 | Apr 27, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 36,247 | 1,054 | 0.0% | 0.01% | 540 | -250,931 | -87.38% | Q1 2026 | May 14, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 36,212 | 1,053 | 0.05% | 0.05% | 542 | -1,575 | -4.17% | Q1 2026 | May 05, 2026 |
| Sculati Wealth Management, LLC | History | Reduced | 36,242 | 1,053 | 0.39% | 0.36% | 541 | -15 | -0.04% | Q1 2026 | Apr 09, 2026 |
| Scarborough Advisors, LLC | History | New | 36,007 | 1,047 | 0.11% | — | 543 | +36,007 | New | Q1 2026 | May 07, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 35,461 | 1,031 | 0.15% | 0.18% | 544 | -36,755 | -50.9% | Q1 2026 | Apr 24, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 35,272 | 1,025 | 0.14% | 0.14% | 545 | -840 | -2.33% | Q1 2026 | Apr 09, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 35,045 | 1,019 | 0.0% | — | 547 | +35,045 | New | Q1 2026 | May 12, 2026 |
| Eley Financial Management, Inc | History | Reduced | 35,048 | 1,019 | 0.37% | 0.36% | 546 | -220 | -0.62% | Q1 2026 | May 19, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 34,955 | 1,016 | 0.05% | 0.05% | 548 | +434 | 1.26% | Q1 2026 | May 12, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Reduced | 34,948 | 1,016 | 0.24% | 0.25% | 549 | -295 | -0.84% | Q1 2026 | Apr 22, 2026 |
| Roundview Capital LLC | History | Added to | 34,746 | 1,010 | 0.06% | 0.06% | 550 | +1,192 | 3.55% | Q1 2026 | May 08, 2026 |
| Essential Partners LLC | History | Added to | 34,391 | 1,000 | 0.34% | 0.29% | 551 | +1,232 | 3.72% | Q1 2026 | May 21, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 34,248 | 995 | 0.36% | 0.38% | 552 | -1,941 | -5.36% | Q1 2026 | Apr 29, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 34,971 | 995 | 0.63% | 0.63% | 553 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MYECFO, LLC | History | Added to | 34,181 | 993 | 0.42% | 0.4% | 554 | +900 | 2.7% | Q1 2026 | Apr 07, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | New | 33,916 | 986 | 0.58% | — | 555 | +33,916 | New | Q1 2026 | May 13, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 33,661 | 978 | 0.04% | 0.06% | 556 | -2,927 | -8.0% | Q1 2026 | Apr 15, 2026 |
| Aspire Capital Advisors LLC | History | Reduced | 33,529 | 975 | 0.22% | 0.24% | 557 | -2,398 | -6.67% | Q1 2026 | Apr 22, 2026 |
| Directional Asset Management | History | Reduced | 33,200 | 965 | 0.88% | 0.94% | 558 | -4,599 | -12.17% | Q1 2026 | Apr 27, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 33,171 | 964 | 0.33% | 0.33% | 559 | +214 | 0.65% | Q1 2026 | May 04, 2026 |
| Carolina Wealth Advisors, LLC | History | Reduced | 33,110 | 962 | 0.4% | 0.48% | 560 | -4,920 | -12.94% | Q1 2026 | Apr 07, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 32,928 | 957 | 0.03% | 0.03% | 561 | +777 | 2.42% | Q1 2026 | May 04, 2026 |
| Climber Capital SA | History | Reduced | 35,546 | 955 | 0.63% | 0.87% | 562 | -14,048 | -28.33% | Q1 2026 | May 01, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 32,643 | 949 | 0.06% | 0.06% | 563 | -91 | -0.28% | Q1 2026 | May 05, 2026 |
| VANGUARD GROUP INC | History | No change | 32,983 | 939 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Clear Point Advisors Inc. | History | Added to | 32,287 | 938 | 0.73% | 0.71% | 565 | +73 | 0.23% | Q1 2026 | Apr 28, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 32,538 | 926 | 1.18% | — | 566 | +32,538 | New | Q1 2026 | May 07, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 31,959 | 910 | 0.57% | 0.57% | 567 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Twele Capital Management, Inc. | History | Reduced | 31,207 | 907 | 0.16% | 0.16% | 568 | -84 | -0.27% | Q1 2026 | Apr 07, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 31,122 | 905 | 0.25% | 0.25% | 569 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 30,936 | 899 | 0.08% | 0.07% | 570 | +45 | 0.15% | Q1 2026 | Apr 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 30,823 | 896 | 0.22% | 0.21% | 571 | -66 | -0.21% | Q1 2026 | May 01, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 31,445 | 895 | 0.06% | 0.06% | 572 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 30,773 | 894 | 0.03% | 0.03% | 573 | +73 | 0.24% | Q1 2026 | Apr 20, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 30,678 | 892 | 0.41% | 0.39% | 574 | +1,809 | 6.27% | Q1 2026 | Apr 21, 2026 |
| ASSET PLANNING SERVICES INC /LA/ /ADV | History | Added to | 30,655 | 891 | 0.39% | 0.35% | 575 | +2,785 | 9.99% | Q1 2026 | Apr 21, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 27,370 | 885 | 0.3% | 0.26% | 576 | -43 | -0.16% | Q1 2026 | Apr 28, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 30,139 | 876 | 0.01% | 0.01% | 578 | +301 | 1.01% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 30,148 | 876 | 0.09% | 0.09% | 577 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 29,996 | 872 | 0.05% | 0.05% | 579 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 29,840 | 867 | 0.02% | 0.01% | 580 | +12,629 | 73.38% | Q1 2026 | Apr 20, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 29,800 | 866 | 0.82% | — | 581 | +29,800 | New | Q1 2026 | May 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 29,684 | 863 | 0.05% | 0.04% | 582 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Crescent Sterling, Ltd. | History | Reduced | 29,566 | 859 | 0.83% | 0.88% | 583 | -680 | -2.25% | Q1 2026 | Apr 07, 2026 |
| HOWE & RUSLING INC | History | Reduced | 29,180 | 848 | 0.06% | 0.07% | 584 | -5,360 | -15.52% | Q1 2026 | Apr 28, 2026 |
| Brookwood Investment Group LLC | History | New | 29,046 | 844 | 0.1% | — | 587 | +29,046 | New | Q1 2026 | May 04, 2026 |
| Family Investment Center, Inc. | History | Reduced | 29,057 | 844 | 0.16% | 0.17% | 586 | -562 | -1.9% | Q1 2026 | Apr 24, 2026 |
| CVA Family Office, LLC | History | Added to | 29,032 | 844 | 0.09% | 0.09% | 585 | +103 | 0.36% | Q1 2026 | Apr 29, 2026 |
| Root Financial Partners, LLC | History | Added to | 28,922 | 841 | 0.04% | 0.03% | 588 | +10,484 | 56.86% | Q1 2026 | Apr 24, 2026 |
| Red Door Wealth Management, LLC | History | Reduced | 28,910 | 840 | 0.09% | 0.09% | 589 | -214 | -0.73% | Q1 2026 | Apr 22, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 28,838 | 839 | 0.29% | 0.28% | 590 | +661 | 2.35% | Q1 2026 | Apr 08, 2026 |
| Pegasus Asset Management, Inc. | History | Added to | 28,797 | 837 | 0.27% | 0.23% | 591 | +2,198 | 8.26% | Q1 2026 | Apr 20, 2026 |
| Storen Legacy Partners, LLC | History | Added to | 28,588 | 831 | 0.26% | 0.25% | 592 | +465 | 1.65% | Q1 2026 | Apr 22, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 28,364 | 824 | 0.1% | 0.04% | 593 | +18,702 | 193.56% | Q1 2026 | Apr 21, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 28,344 | 824 | 0.38% | 0.35% | 594 | +5 | 0.02% | Q1 2026 | May 04, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 41,388 | 822 | 0.16% | 0.01% | 595 | +25,883 | 166.93% | Q1 2026 | May 14, 2026 |
| Farnam Financial LLC | History | Added to | 28,127 | 817 | 0.67% | 0.55% | 596 | +2,483 | 9.68% | Q1 2026 | Apr 27, 2026 |
| VANGUARD ADVISERS INC | History | New | 28,082 | 816 | 0.0% | — | 598 | +28,082 | New | Q1 2026 | May 08, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 28,061 | 816 | 0.55% | 0.56% | 597 | -2,070 | -6.87% | Q1 2026 | May 07, 2026 |
| Hilltop Partners LLC | History | Reduced | 27,849 | 809 | 0.21% | 0.21% | 599 | -278 | -0.99% | Q1 2026 | May 12, 2026 |
| Fiduciary Alliance LLC | History | Added to | 25,630 | 805 | 0.05% | 0.04% | 601 | +2,701 | 11.78% | Q1 2026 | Apr 20, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 27,687 | 805 | 0.1% | 0.1% | 600 | -747 | -2.63% | Q1 2026 | Apr 27, 2026 |
| NORTHERN TRUST CORP | History | Added to | 27,670 | 804 | 0.0% | 0.0% | 602 | +13,096 | 89.86% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 27,681 | 804 | 0.05% | 0.04% | 603 | +2,763 | 11.09% | Q1 2026 | Apr 13, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 27,582 | 802 | 0.08% | 0.07% | 604 | +7 | 0.03% | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 27,326 | 794 | 0.03% | 0.03% | 605 | -519 | -1.86% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Added to | 27,222 | 791 | 0.01% | 0.01% | 606 | +10,134 | 59.3% | Q1 2026 | Apr 17, 2026 |
| GuidedMoney, LLC | History | No change | 26,752 | 777 | 0.41% | 0.41% | 607 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Yoffe Investment Management, LLC | History | No change | 26,537 | 771 | 0.99% | 0.96% | 608 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 26,404 | 768 | 0.01% | 0.01% | 609 | -94 | -0.35% | Q1 2026 | May 14, 2026 |
| RED REEF ADVISORS LLC | History | Added to | 26,226 | 762 | 0.8% | 0.72% | 610 | +1,328 | 5.33% | Q1 2026 | May 12, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 25,898 | 753 | 0.04% | 0.05% | 611 | -182 | -0.7% | Q1 2026 | Apr 29, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 25,871 | 752 | 0.15% | 0.16% | 612 | -256 | -0.98% | Q1 2026 | Apr 09, 2026 |
| Hendershot Investments Inc. | History | Added to | 25,852 | 751 | 0.1% | 0.09% | 613 | +270 | 1.06% | Q1 2026 | Apr 27, 2026 |
| Luminvest Wealth Management LLC | History | No change | 25,780 | 749 | 0.2% | 0.2% | 614 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| LifePlan Financial, LLC | History | Reduced | 25,662 | 746 | 0.55% | 0.59% | 615 | -1,182 | -4.4% | Q1 2026 | Apr 14, 2026 |
| DAVIDSON TRUST CO | History | No change | 25,588 | 744 | 0.32% | 0.3% | 616 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Zhang Financial LLC | History | Added to | 25,453 | 740 | 0.03% | 0.02% | 617 | +3,277 | 14.78% | Q1 2026 | May 06, 2026 |
| Strategic Equity Management | History | Reduced | 25,357 | 737 | 0.28% | 0.26% | 618 | -1,702 | -6.29% | Q1 2026 | Apr 21, 2026 |
| Buska Wealth Management, LLC | History | New | 24,668 | 717 | 0.29% | — | 619 | +24,668 | New | Q1 2026 | Apr 13, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Reduced | 24,629 | 716 | 0.15% | 0.16% | 620 | -1,464 | -5.61% | Q1 2026 | Apr 10, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 24,546 | 713 | 0.03% | 0.03% | 621 | +150 | 0.61% | Q1 2026 | Apr 09, 2026 |
| Nautilus Advisors LLC | History | Added to | 24,518 | 712 | 0.49% | 0.46% | 622 | +19 | 0.08% | Q1 2026 | Apr 17, 2026 |
| Asset One Wealth Management LLC | History | Added to | 22,085 | 709 | 0.08% | 0.08% | 623 | +2,256 | 11.38% | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 24,370 | 708 | 0.03% | 0.03% | 624 | -77 | -0.31% | Q1 2026 | Apr 28, 2026 |
| WP Advisors, LLC | History | Added to | 24,305 | 706 | 0.18% | 0.17% | 625 | +33 | 0.14% | Q1 2026 | May 04, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 21,638 | 700 | 0.15% | 0.14% | 626 | -582 | -2.62% | Q1 2026 | May 04, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 24,011 | 698 | 0.07% | 0.07% | 627 | +103 | 0.43% | Q1 2026 | May 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 24,000 | 697 | 0.04% | — | 628 | +24,000 | New | Q1 2026 | May 08, 2026 |
| Tactive Advisors, LLC | History | Added to | 23,768 | 691 | 0.19% | 0.18% | 629 | +1,659 | 7.5% | Q1 2026 | Apr 16, 2026 |
| Souders Financial Advisors | History | Reduced | 23,629 | 687 | 0.08% | 0.1% | 630 | -7,476 | -24.03% | Q1 2026 | May 04, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Reduced | 21,190 | 686 | 0.36% | 0.41% | 631 | -935 | -4.23% | Q1 2026 | May 18, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 23,586 | 685 | 0.14% | 0.14% | 632 | +68 | 0.29% | Q1 2026 | May 12, 2026 |
| Indivisible Partners | History | Added to | 23,389 | 680 | 0.06% | 0.07% | 633 | +557 | 2.44% | Q1 2026 | Apr 30, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 23,347 | 678 | 0.39% | 0.35% | 634 | +1,830 | 8.5% | Q1 2026 | May 13, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 22,931 | 666 | 0.17% | 0.16% | 635 | +191 | 0.84% | Q1 2026 | Apr 28, 2026 |
| PFG Investments, LLC | History | Added to | 22,777 | 662 | 0.03% | 0.03% | 637 | +1,922 | 9.22% | Q1 2026 | Apr 27, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | No change | 22,793 | 662 | 1.04% | 1.08% | 636 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Moran Wealth Management, LLC | History | Added to | 22,751 | 661 | 0.02% | 0.02% | 638 | +1,784 | 8.51% | Q1 2026 | Apr 27, 2026 |
| Legacy Bridge, LLC | History | No change | 22,660 | 658 | 0.25% | 0.26% | 639 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Procyon Advisors, LLC | History | Reduced | 22,521 | 654 | 0.03% | 0.03% | 640 | -842 | -3.6% | Q1 2026 | May 04, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | Reduced | 22,411 | 651 | 0.18% | 0.34% | 641 | -23,867 | -51.57% | Q1 2026 | Apr 13, 2026 |
| Global Assets Advisory, LLC | History | New | 21,982 | 647 | 0.19% | — | 642 | +21,982 | New | Q1 2026 | May 01, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 22,123 | 643 | 0.07% | 0.07% | 643 | -1,396 | -5.94% | Q1 2026 | Apr 28, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 22,098 | 642 | 0.04% | 0.03% | 644 | +13,197 | 148.26% | Q1 2026 | Apr 22, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 22,042 | 640 | 0.01% | 0.01% | 645 | +2,366 | 12.02% | Q1 2026 | Apr 17, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 22,000 | 639 | 0.1% | 0.12% | 646 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 21,880 | 636 | 0.1% | 0.1% | 647 | -50 | -0.23% | Q1 2026 | Apr 21, 2026 |
| Carnegie Investment Counsel | History | Reduced | 21,869 | 635 | 0.01% | 0.01% | 648 | -1,501 | -6.42% | Q1 2026 | May 01, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 21,780 | 633 | 0.02% | 0.02% | 649 | +34 | 0.16% | Q1 2026 | May 14, 2026 |
| EVOKE WEALTH, LLC | History | No change | 21,707 | 631 | 0.01% | 0.01% | 650 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 21,662 | 629 | 0.11% | 0.1% | 651 | +1,075 | 5.22% | Q1 2026 | Apr 17, 2026 |
| Mutual Advisors, LLC | History | Reduced | 21,474 | 624 | 0.01% | 0.01% | 652 | -1,427 | -6.23% | Q1 2026 | May 01, 2026 |
| COMMERCE BANK | History | Added to | 21,202 | 616 | 0.0% | 0.0% | 653 | +8,177 | 62.78% | Q1 2026 | May 11, 2026 |
| Brucke Financial, Inc. | History | Reduced | 21,115 | 614 | 0.31% | 0.34% | 654 | -1,029 | -4.65% | Q1 2026 | Apr 10, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 21,017 | 611 | 0.04% | 0.04% | 655 | -969 | -4.41% | Q1 2026 | Apr 10, 2026 |
| Flatrock Wealth Partners LLC | History | New | 20,988 | 610 | 0.27% | — | 656 | +20,988 | New | Q1 2026 | Apr 29, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 20,928 | 608 | 0.29% | 0.3% | 657 | -685 | -3.17% | Q1 2026 | May 07, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 20,925 | 608 | 0.59% | 0.57% | 658 | +624 | 3.07% | Q1 2026 | May 05, 2026 |
| HUB Investment Partners, LLC | History | Added to | 20,884 | 607 | 0.01% | 0.01% | 659 | +519 | 2.55% | Q1 2026 | May 15, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 20,884 | 607 | 0.14% | 0.14% | 660 | -332 | -1.56% | Q1 2026 | May 14, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 20,811 | 605 | 0.21% | 0.21% | 661 | -1,282 | -5.8% | Q1 2026 | Apr 01, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 20,776 | 604 | 0.24% | 0.29% | 662 | -4,984 | -19.35% | Q1 2026 | May 11, 2026 |
| Fermata Advisors, LLC | History | Added to | 20,788 | 604 | 0.14% | 0.14% | 663 | +388 | 1.9% | Q1 2026 | Apr 08, 2026 |
| Geometric Wealth Advisors | History | Added to | 20,718 | 602 | 0.08% | 0.06% | 664 | +3,871 | 22.98% | Q1 2026 | May 13, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 20,663 | 600 | 0.02% | 0.02% | 665 | -632 | -2.97% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Added to | 20,616 | 599 | 0.01% | 0.01% | 666 | +3,460 | 20.17% | Q1 2026 | Apr 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 20,587 | 598 | 0.01% | 0.01% | 667 | -350 | -1.67% | Q1 2026 | May 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 20,936 | 596 | 0.0% | 0.0% | 668 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| William Mack & Associates, Inc. | History | Added to | 20,395 | 593 | 0.34% | 0.27% | 669 | +27 | 0.13% | Q1 2026 | Apr 14, 2026 |
| Lynx Investment Advisory | History | Reduced | 20,379 | 592 | 0.28% | 0.32% | 671 | -424 | -2.04% | Q1 2026 | Apr 24, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 20,381 | 592 | 0.23% | 0.24% | 672 | -149 | -0.73% | Q1 2026 | Apr 08, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 20,389 | 592 | 0.03% | 0.03% | 670 | -9 | -0.04% | Q1 2026 | Apr 08, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 20,188 | 587 | 0.11% | 0.11% | 673 | +5 | 0.02% | Q1 2026 | Apr 28, 2026 |
| Pacific Sage Partners, LLC | History | Reduced | 20,125 | 585 | 0.09% | 0.09% | 674 | -324 | -1.58% | Q1 2026 | Apr 21, 2026 |
| Everstar Asset Management, LLC | History | No change | 20,100 | 584 | 0.31% | 0.31% | 675 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Ellevest, Inc. | History | Reduced | 20,012 | 581 | 0.08% | 0.08% | 676 | -345 | -1.69% | Q1 2026 | May 11, 2026 |
| Beacon Capital Management, LLC | History | Added to | 20,002 | 581 | 0.1% | 0.09% | 678 | +134 | 0.67% | Q1 2026 | May 11, 2026 |
| AIRE ADVISORS, LLC | History | No change | 20,000 | 581 | 0.11% | 0.1% | 677 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Reduced | 19,971 | 580 | 0.13% | 0.13% | 679 | -31 | -0.15% | Q1 2026 | Apr 09, 2026 |
| Cooksen Wealth, LLC | History | Reduced | 19,908 | 578 | 0.42% | 0.43% | 681 | -780 | -3.77% | Q1 2026 | Apr 30, 2026 |
| SNS Financial Group, LLC | History | Reduced | 19,885 | 578 | 0.05% | 0.05% | 680 | -244 | -1.21% | Q1 2026 | Apr 14, 2026 |
| Stockman Wealth Management, Inc. | History | Reduced | 19,837 | 576 | 0.06% | 0.07% | 682 | -500 | -2.46% | Q1 2026 | Apr 13, 2026 |
| CAP Partners, LLC | History | Reduced | 19,645 | 571 | 0.32% | 0.35% | 683 | -1,832 | -8.53% | Q1 2026 | Apr 28, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 19,568 | 569 | 0.02% | 0.03% | 684 | -2,975 | -13.2% | Q1 2026 | Apr 28, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 19,245 | 559 | 0.04% | 0.04% | 686 | +2 | 0.01% | Q1 2026 | May 05, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 19,635 | 559 | 0.04% | 0.04% | 685 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Reduced | 19,192 | 558 | 0.22% | 0.21% | 687 | -140 | -0.72% | Q1 2026 | May 12, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 19,117 | 555 | 0.04% | 0.04% | 688 | +6 | 0.03% | Q1 2026 | May 13, 2026 |
| Capital Management Associates, Inc | History | Added to | 18,893 | 549 | 0.12% | 0.12% | 689 | +47 | 0.25% | Q1 2026 | Apr 22, 2026 |
| Chesley Taft & Associates LLC | History | No change | 18,718 | 544 | 0.02% | 0.02% | 690 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 18,585 | 540 | 0.15% | 0.14% | 691 | +820 | 4.62% | Q1 2026 | Apr 28, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 18,584 | 540 | 0.03% | 0.03% | 692 | +5 | 0.03% | Q1 2026 | May 15, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 18,490 | 537 | 0.06% | 0.09% | 693 | -9,556 | -34.07% | Q1 2026 | Apr 15, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 18,460 | 536 | 0.03% | 0.05% | 694 | -16,516 | -47.22% | Q1 2026 | Apr 29, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 18,417 | 535 | 0.18% | 0.16% | 696 | -2,990 | -13.97% | Q1 2026 | Apr 15, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 18,408 | 535 | 0.04% | 0.05% | 695 | -1,980 | -9.71% | Q1 2026 | May 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 18,300 | 532 | 0.42% | 0.4% | 697 | +435 | 2.43% | Q1 2026 | Apr 21, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 18,235 | 530 | 0.05% | 0.05% | 698 | +4,040 | 28.46% | Q1 2026 | May 12, 2026 |
| J. L. Bainbridge & Co., Inc. | History | Added to | 18,173 | 528 | 0.05% | 0.04% | 699 | +1,021 | 5.95% | Q1 2026 | Apr 22, 2026 |
| CWC Advisors, LLC. | History | Reduced | 18,098 | 526 | 0.25% | 0.27% | 700 | -1,476 | -7.54% | Q1 2026 | Apr 16, 2026 |
| Keel Point, LLC | History | No change | 18,428 | 524 | 0.03% | 0.03% | 701 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 18,017 | 523 | 0.15% | 0.16% | 702 | -1,201 | -6.25% | Q1 2026 | Apr 30, 2026 |
| Berkeley, Inc | History | Added to | 17,952 | 522 | 0.18% | 0.16% | 703 | +1 | 0.01% | Q1 2026 | Apr 24, 2026 |
| Stewardship Advisors, LLC | History | Added to | 17,948 | 521 | 0.12% | 0.12% | 704 | +253 | 1.43% | Q1 2026 | Apr 17, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 17,896 | 520 | 0.1% | 0.1% | 705 | -62 | -0.35% | Q1 2026 | Apr 30, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 17,853 | 519 | 0.06% | 0.06% | 706 | +1 | 0.01% | Q1 2026 | May 11, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 17,785 | 517 | 0.02% | 0.02% | 707 | -393 | -2.16% | Q1 2026 | May 04, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 17,599 | 511 | 0.08% | 0.08% | 708 | -481 | -2.66% | Q1 2026 | Apr 09, 2026 |
| ASPIRIANT, LLC | History | Reduced | 17,541 | 510 | 0.01% | 0.01% | 709 | -1 | -0.01% | Q1 2026 | May 12, 2026 |
| BIP Wealth, LLC | History | Added to | 17,510 | 509 | 0.02% | 0.02% | 710 | +2,577 | 17.26% | Q1 2026 | Apr 27, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 17,403 | 506 | 0.05% | 0.05% | 712 | +3 | 0.02% | Q1 2026 | Apr 21, 2026 |
| Trellis Wealth Advisors LLC | History | No change | 17,416 | 506 | 0.19% | 0.19% | 711 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Fairway Financial, LLC | History | Added to | 17,370 | 505 | 0.38% | 0.37% | 713 | +250 | 1.46% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 17,334 | 504 | 0.0% | 0.0% | 715 | -13,666 | -44.08% | Q1 2026 | May 12, 2026 |
| Haverford Trust Co | History | Reduced | 17,348 | 504 | 0.0% | 0.0% | 714 | -1,472 | -7.82% | Q1 2026 | May 11, 2026 |
| Leverty Financial Group, LLC | History | Reduced | 17,357 | 504 | 0.11% | 0.12% | 716 | -600 | -3.34% | Q1 2026 | Apr 09, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 17,309 | 503 | 0.03% | 0.03% | 718 | -3,498 | -16.81% | Q1 2026 | May 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 17,330 | 503 | 0.01% | 0.01% | 717 | -2,179 | -11.17% | Q1 2026 | May 05, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 17,307 | 503 | 0.03% | 0.04% | 719 | +1,808 | 11.67% | Q1 2026 | Apr 17, 2026 |
| GatePass Capital, LLC | History | New | 17,235 | 501 | 0.23% | — | 721 | +17,235 | New | Q1 2026 | May 06, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 17,247 | 501 | 0.14% | 0.14% | 720 | -1,517 | -8.08% | Q1 2026 | Apr 22, 2026 |
| Piscataqua Savings Bank | History | No change | 17,223 | 500 | 0.35% | 0.34% | 722 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | No change | 15,332 | 500 | 0.21% | 0.22% | 723 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WBI INVESTMENTS, LLC | History | New | 17,155 | 498 | 0.14% | — | 724 | +17,155 | New | Q1 2026 | May 11, 2026 |
| BROWN ADVISORY INC | History | Reduced | 16,947 | 492 | 0.0% | 0.0% | 725 | -85 | -0.5% | Q1 2026 | May 15, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 16,919 | 492 | 0.22% | 0.2% | 726 | +10 | 0.06% | Q1 2026 | Apr 28, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 16,798 | 488 | 0.06% | 0.07% | 727 | -1,515 | -8.27% | Q1 2026 | May 05, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 16,754 | 487 | 0.2% | 0.19% | 728 | +23 | 0.14% | Q1 2026 | Apr 22, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 16,669 | 484 | 0.01% | 0.01% | 730 | +2,300 | 16.01% | Q1 2026 | Apr 23, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 16,655 | 484 | 0.07% | 0.07% | 729 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 16,635 | 483 | 0.04% | 0.05% | 731 | -8,408 | -33.57% | Q1 2026 | Apr 20, 2026 |
| Gambit Capital Management, LLC | History | Reduced | 16,587 | 482 | 0.33% | 0.59% | 733 | -12,481 | -42.94% | Q1 2026 | May 14, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 16,577 | 482 | 0.06% | 0.06% | 732 | +195 | 1.19% | Q1 2026 | Apr 07, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 16,493 | 479 | 0.1% | 0.09% | 735 | +1,389 | 9.2% | Q1 2026 | May 08, 2026 |
| Prospera Financial Services Inc | History | Added to | 16,481 | 479 | 0.01% | 0.01% | 734 | +367 | 2.28% | Q1 2026 | Apr 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 16,452 | 478 | 0.0% | 0.0% | 736 | +564 | 3.55% | Q1 2026 | May 05, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 16,356 | 475 | 0.05% | 0.05% | 737 | +700 | 4.47% | Q1 2026 | May 15, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 16,301 | 474 | 0.19% | 0.2% | 738 | -1,840 | -10.14% | Q1 2026 | Apr 23, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 16,291 | 473 | 0.17% | 0.2% | 739 | -3,299 | -16.84% | Q1 2026 | May 06, 2026 |
| Tranquility Partners, LLC | History | Reduced | 16,257 | 472 | 0.18% | 0.17% | 740 | -158 | -0.96% | Q1 2026 | Apr 20, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 14,255 | 471 | 0.03% | 0.03% | 741 | -69 | -0.48% | Q1 2026 | May 14, 2026 |
| Michels Family Financial, LLC | History | Added to | 16,167 | 470 | 0.34% | 0.34% | 742 | +20 | 0.12% | Q1 2026 | Apr 24, 2026 |
| RiverFront Investment Group, LLC | History | New | 16,152 | 469 | 0.01% | — | 743 | +16,152 | New | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | Added to | 16,095 | 468 | 0.02% | 0.01% | 744 | +5,957 | 58.76% | Q1 2026 | May 19, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 16,072 | 467 | 0.03% | 0.05% | 746 | -13,303 | -45.29% | Q1 2026 | Apr 30, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 16,064 | 467 | 0.21% | 0.22% | 747 | -647 | -3.87% | Q1 2026 | Apr 08, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 16,070 | 467 | 0.03% | 0.03% | 745 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 15,949 | 463 | 0.06% | 0.07% | 748 | -258 | -1.59% | Q1 2026 | Apr 28, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 15,920 | 462 | 0.1% | 0.12% | 750 | -2,247 | -12.37% | Q1 2026 | Apr 15, 2026 |
| One Day In July LLC | History | No change | 15,899 | 462 | 0.04% | 0.04% | 749 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Evensky & Katz LLC | History | Reduced | 15,868 | 461 | 0.03% | 0.03% | 751 | -299 | -1.85% | Q1 2026 | Apr 22, 2026 |
| Mirador Capital Partners LP | History | Added to | 15,762 | 458 | 0.06% | 0.06% | 752 | +518 | 3.4% | Q1 2026 | Apr 08, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 15,729 | 457 | 0.08% | 0.1% | 753 | +1 | 0.01% | Q1 2026 | Apr 09, 2026 |
| Arkadios Wealth Advisors | History | Added to | 15,687 | 456 | 0.01% | 0.0% | 755 | +6,693 | 74.42% | Q1 2026 | May 18, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 13,845 | 456 | 0.16% | 0.17% | 754 | -254 | -1.8% | Q1 2026 | May 08, 2026 |
| Pine Haven Investment Counsel, Inc | History | Reduced | 15,661 | 455 | 0.33% | 0.32% | 757 | -59 | -0.38% | Q1 2026 | Apr 16, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 15,680 | 455 | 0.07% | 0.08% | 756 | +6 | 0.04% | Q1 2026 | May 04, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | Added to | 15,591 | 453 | 0.29% | 0.27% | 759 | +326 | 2.14% | Q1 2026 | May 07, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 15,594 | 453 | 0.01% | 0.01% | 758 | +84 | 0.54% | Q1 2026 | May 15, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 15,576 | 452 | 0.05% | 0.03% | 760 | +5,041 | 47.85% | Q1 2026 | May 12, 2026 |
| Principle Wealth Partners LLC | History | No change | 15,477 | 450 | 0.03% | 0.02% | 761 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Finer Wealth Management, Inc. | History | Reduced | 15,474 | 449 | 0.23% | 0.29% | 762 | -5,383 | -25.81% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 15,409 | 448 | 0.0% | 0.0% | 763 | +605 | 4.09% | Q1 2026 | May 08, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 15,380 | 447 | 0.05% | 0.05% | 764 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Kaizen Financial Strategies | History | Added to | 14,137 | 446 | 0.19% | 0.18% | 765 | +20 | 0.14% | Q1 2026 | May 01, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 15,307 | 445 | 0.0% | 0.0% | 766 | -100 | -0.65% | Q1 2026 | May 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 15,289 | 444 | 0.01% | 0.01% | 767 | +242 | 1.61% | Q1 2026 | May 15, 2026 |
| Balboa Wealth Partners | History | Added to | 15,097 | 439 | 0.07% | 0.05% | 769 | +3,529 | 30.51% | Q1 2026 | Apr 16, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 15,129 | 439 | 0.05% | 0.05% | 768 | +5 | 0.03% | Q1 2026 | May 04, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 15,008 | 436 | 0.04% | 0.04% | 771 | -1,641 | -9.86% | Q1 2026 | May 07, 2026 |
| Continuum Advisory, LLC | History | Added to | 15,018 | 436 | 0.04% | 0.04% | 770 | +810 | 5.7% | Q1 2026 | Apr 22, 2026 |
| Integrity Investment Advisors, LLC | History | Reduced | 14,876 | 432 | 0.23% | 0.25% | 772 | -1,092 | -6.84% | Q1 2026 | Apr 29, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 14,838 | 431 | 0.02% | 0.01% | 773 | +3,735 | 33.64% | Q1 2026 | May 14, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 14,772 | 429 | 0.03% | 0.03% | 774 | +2,410 | 19.5% | Q1 2026 | May 06, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Reduced | 14,748 | 428 | 0.13% | 0.13% | 775 | -44 | -0.3% | Q1 2026 | Apr 14, 2026 |
| Financial Concepts Unlimited, Inc. | History | New | 14,703 | 427 | 0.38% | — | 776 | +14,703 | New | Q1 2026 | May 05, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 14,677 | 426 | 0.2% | 0.18% | 777 | +1,179 | 8.73% | Q1 2026 | Apr 08, 2026 |
| XXI WEALTH, LLC | History | No change | 14,598 | 424 | 0.24% | 0.25% | 778 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HCR Wealth Advisors | History | Added to | 14,555 | 423 | 0.04% | 0.04% | 779 | +2 | 0.01% | Q1 2026 | Apr 21, 2026 |
| Callan Family Office, LLC | History | No change | 14,548 | 423 | 0.01% | 0.01% | 780 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| VestGen Advisors, LLC | History | Added to | 12,715 | 420 | 0.01% | 0.01% | 781 | +757 | 6.33% | Q1 2026 | May 14, 2026 |
| Ruggaard & Associates LLC | History | No change | 14,706 | 418 | 0.16% | 0.16% | 782 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| GC Wealth Management RIA, LLC | History | New | 14,323 | 416 | 0.02% | — | 784 | +14,323 | New | Q1 2026 | May 14, 2026 |
| Heritage Trust Co | History | No change | 14,329 | 416 | 0.04% | 0.04% | 783 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 14,272 | 415 | 0.01% | 0.01% | 785 | +1,838 | 14.78% | Q1 2026 | Apr 07, 2026 |
| Berger Financial Group, Inc | History | Reduced | 14,236 | 413 | 0.02% | 0.02% | 786 | -700 | -4.69% | Q1 2026 | Apr 28, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 14,204 | 413 | 0.19% | 0.2% | 787 | +19 | 0.13% | Q1 2026 | Apr 09, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 14,195 | 412 | 0.01% | 0.01% | 788 | +59 | 0.42% | Q1 2026 | Apr 07, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 14,145 | 411 | 0.06% | 0.05% | 789 | +2,423 | 20.67% | Q1 2026 | Apr 16, 2026 |
| SEVEN MILE ADVISORY | History | No change | 14,000 | 407 | 0.29% | 0.07% | 790 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 13,897 | 404 | 0.05% | 0.05% | 791 | -571 | -3.95% | Q1 2026 | May 07, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 14,190 | 404 | 0.29% | 0.27% | 792 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Ketron Financial | History | Added to | 13,825 | 402 | 0.14% | 0.11% | 793 | +1,786 | 14.84% | Q1 2026 | Apr 21, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | No change | 13,815 | 401 | 0.06% | 0.06% | 794 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 13,764 | 400 | 0.0% | 0.0% | 795 | -7,829 | -36.26% | Q1 2026 | May 08, 2026 |
| Daytona Street Capital LLC | History | Added to | 13,463 | 399 | 0.31% | 0.26% | 796 | +1,600 | 13.49% | Q1 2026 | Apr 10, 2026 |
| Pathway Financial Advisors LLC | History | No change | 13,427 | 396 | 0.05% | 0.05% | 797 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Summit Trail Advisors, LLC | History | No change | 13,606 | 395 | 0.01% | 0.01% | 798 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 13,499 | 392 | 0.01% | 0.01% | 799 | -540 | -3.85% | Q1 2026 | May 11, 2026 |
| Neuberger Berman Group LLC | History | No change | 13,447 | 391 | 0.0% | 0.0% | 800 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SFMG, LLC | History | Added to | 13,425 | 390 | 0.03% | 0.03% | 801 | +17 | 0.13% | Q1 2026 | May 12, 2026 |
| Glaxis Capital Management, LLC | History | No change | 13,440 | 390 | 0.49% | 0.65% | 802 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 13,400 | 389 | 0.04% | — | 803 | +13,400 | New | Q1 2026 | May 12, 2026 |
| SUMMITRY LLC | History | New | 13,382 | 389 | 0.01% | — | 804 | +13,382 | New | Q1 2026 | May 22, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 13,346 | 388 | 0.32% | 0.31% | 805 | -2,158 | -13.92% | Q1 2026 | May 13, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 13,305 | 386 | 0.2% | 0.19% | 806 | +12 | 0.09% | Q1 2026 | Apr 15, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 13,271 | 385 | 0.01% | — | 809 | +13,271 | New | Q1 2026 | May 01, 2026 |
| Asset Advisory Group, Inc. | History | Added to | 13,272 | 385 | 0.19% | 0.19% | 808 | +3 | 0.02% | Q1 2026 | Apr 16, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 13,251 | 385 | 0.05% | 0.05% | 807 | +1 | 0.01% | Q1 2026 | May 14, 2026 |
| SMITH, MOORE & CO. | History | Added to | 13,147 | 382 | 0.03% | 0.02% | 810 | +3,470 | 35.86% | Q1 2026 | May 05, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 13,091 | 380 | 0.36% | 0.39% | 811 | -1,583 | -10.79% | Q1 2026 | May 08, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 13,064 | 379 | 0.03% | 0.04% | 812 | -3,704 | -22.09% | Q1 2026 | May 07, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 13,048 | 379 | 0.18% | 0.19% | 814 | +196 | 1.53% | Q1 2026 | May 01, 2026 |
| SageView Advisory Group, LLC | History | No change | 13,314 | 379 | 0.01% | 0.01% | 813 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Front Row Advisors LLC | History | Added to | 12,953 | 376 | 0.13% | 0.12% | 815 | +144 | 1.12% | Q1 2026 | May 19, 2026 |
| Avail Investment Partners, LLC | History | New | 12,909 | 375 | 0.4% | — | 817 | +12,909 | New | Q1 2026 | May 13, 2026 |
| Investment Research Partners LLC | History | Added to | 12,909 | 375 | 0.15% | 0.15% | 816 | +212 | 1.67% | Q1 2026 | Apr 29, 2026 |
| Forum Financial Management, LP | History | Added to | 12,817 | 372 | 0.01% | 0.0% | 820 | +2,773 | 27.61% | Q1 2026 | Apr 23, 2026 |
| Sendero Wealth Management, LLC | History | No change | 12,800 | 372 | 0.04% | 0.04% | 818 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Stordahl Capital Management, Inc. | History | No change | 12,822 | 372 | 0.08% | 0.08% | 819 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| JPL Wealth Management, LLC | History | No change | 12,808 | 372 | 0.09% | 0.09% | 821 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 12,064 | 370 | 0.04% | 0.04% | 823 | +1,961 | 19.41% | Q1 2026 | Apr 22, 2026 |
| Bank of New York Mellon Corp | History | Added to | 12,732 | 370 | 0.0% | 0.0% | 822 | +441 | 3.59% | Q1 2026 | May 05, 2026 |
| Adams Wealth Management | History | No change | 12,705 | 369 | 0.08% | 0.08% | 824 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | No change | 12,705 | 369 | 0.07% | 0.07% | 825 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 12,596 | 366 | 0.04% | 0.05% | 826 | -1,979 | -13.58% | Q1 2026 | Apr 27, 2026 |
| RBA Wealth Management, LLC | History | Reduced | 12,494 | 363 | 0.13% | 0.12% | 828 | -165 | -1.3% | Q1 2026 | Apr 22, 2026 |
| ETF Store, Inc. | History | Reduced | 12,499 | 363 | 0.35% | 0.37% | 829 | -122 | -0.97% | Q1 2026 | Apr 30, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 12,513 | 363 | 0.02% | 0.02% | 827 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Impact Capital Partners LLC | History | Added to | 12,469 | 362 | 0.11% | 0.1% | 830 | +17 | 0.14% | Q1 2026 | Apr 10, 2026 |
| Focused Wealth Management, Inc | History | Added to | 12,448 | 361 | 0.04% | 0.04% | 831 | +227 | 1.86% | Q1 2026 | Apr 20, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 12,396 | 360 | 0.12% | 0.11% | 832 | +634 | 5.39% | Q1 2026 | Apr 24, 2026 |
| Cooke Wealth Management, LLC | History | Reduced | 12,350 | 359 | 0.32% | 0.35% | 833 | -946 | -7.11% | Q1 2026 | Apr 10, 2026 |
| Drake & Associates, LLC | History | Added to | 12,313 | 358 | 0.07% | 0.07% | 834 | +497 | 4.21% | Q1 2026 | May 13, 2026 |
| Wrenne Financial Planning LLC | History | Reduced | 12,315 | 358 | 0.14% | 0.14% | 835 | -40 | -0.32% | Q1 2026 | May 14, 2026 |
| LifeSteps Financial, Inc. | History | Reduced | 12,264 | 356 | 0.23% | 0.22% | 836 | -43 | -0.35% | Q1 2026 | Apr 22, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 12,250 | 356 | 0.05% | 0.05% | 837 | +16 | 0.13% | Q1 2026 | Apr 28, 2026 |
| Capital Planning LLC | History | New | 12,210 | 355 | 0.12% | — | 839 | +12,210 | New | Q1 2026 | Apr 29, 2026 |
| Bison Wealth, LLC | History | Added to | 10,755 | 355 | 0.03% | 0.03% | 838 | +40 | 0.37% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 12,201 | 354 | 0.01% | 0.01% | 840 | -132 | -1.07% | Q1 2026 | May 04, 2026 |
| FAGAN ASSOCIATES, INC. | History | No change | 12,156 | 353 | 0.05% | 0.05% | 841 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Reduced | 12,072 | 351 | 0.28% | 0.29% | 842 | -80 | -0.66% | Q1 2026 | Apr 09, 2026 |
| Cordant, Inc. | History | No change | 12,068 | 350 | 0.14% | 0.14% | 843 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 11,978 | 348 | 0.08% | 0.09% | 845 | -332 | -2.7% | Q1 2026 | May 12, 2026 |
| Granite Investment Partners, LLC | History | Reduced | 11,992 | 348 | 0.02% | 0.02% | 844 | -177 | -1.45% | Q1 2026 | Apr 30, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 11,932 | 346 | 0.03% | 0.02% | 846 | +3,865 | 47.91% | Q1 2026 | May 14, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 11,836 | 344 | 0.0% | 0.01% | 847 | -2,811 | -19.19% | Q1 2026 | Apr 10, 2026 |
| Keystone Financial Services, LLC | History | Reduced | 11,836 | 344 | 0.23% | 0.23% | 849 | -144 | -1.2% | Q1 2026 | Apr 21, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 11,859 | 344 | 0.02% | 0.02% | 848 | +41 | 0.35% | Q1 2026 | Apr 28, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 11,816 | 343 | 0.03% | 0.02% | 850 | +948 | 8.72% | Q1 2026 | May 14, 2026 |
| Round Rock Advisors LLC | History | Reduced | 11,821 | 343 | 0.05% | 0.05% | 851 | -60 | -0.51% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 11,790 | 342 | 0.01% | 0.01% | 852 | +1,741 | 17.33% | Q1 2026 | May 15, 2026 |
| Sage Investment Advisers LLC | History | Added to | 11,679 | 342 | 0.25% | 0.25% | 854 | +52 | 0.45% | Q1 2026 | Apr 10, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 11,791 | 342 | 0.01% | 0.01% | 853 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| AG Campbell Advisory, LLC | History | No change | 11,978 | 341 | 0.22% | 0.22% | 855 | 0 | 0.0% | Q4 2025 | Mar 11, 2026 |
| J2 Capital Management Inc | History | No change | 11,724 | 340 | 0.23% | 0.24% | 856 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Vawter Financial, Ltd. | History | No change | 11,708 | 340 | 0.14% | 0.14% | 857 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 11,552 | 339 | 0.07% | 0.01% | 858 | +9,966 | 628.37% | Q1 2026 | May 11, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 11,638 | 338 | 0.02% | 0.03% | 859 | -2,160 | -15.65% | Q1 2026 | May 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 11,643 | 338 | 0.01% | 0.01% | 860 | +385 | 3.42% | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | Added to | 11,633 | 338 | 0.0% | 0.0% | 861 | +15 | 0.13% | Q1 2026 | May 13, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 11,567 | 336 | 0.02% | 0.02% | 862 | +108 | 0.94% | Q1 2026 | Apr 27, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 11,553 | 335 | 0.0% | 0.0% | 863 | -414 | -3.46% | Q1 2026 | May 15, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 11,533 | 335 | 0.09% | 0.09% | 865 | -256 | -2.17% | Q1 2026 | Apr 28, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 11,550 | 335 | 0.08% | 0.08% | 864 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| William Howard & Co Financial Advisors Inc | History | Added to | 11,515 | 334 | 0.29% | 0.28% | 866 | +17 | 0.15% | Q1 2026 | Apr 30, 2026 |
| Sigma Planning Corp | History | Reduced | 11,480 | 333 | 0.01% | 0.01% | 867 | -256 | -2.18% | Q1 2026 | May 04, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Reduced | 11,479 | 333 | 0.21% | 0.2% | 868 | -77 | -0.67% | Q1 2026 | Apr 23, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 11,193 | 325 | 0.07% | 0.06% | 869 | +764 | 7.33% | Q1 2026 | May 13, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 11,194 | 325 | 0.19% | 0.18% | 870 | +60 | 0.54% | Q1 2026 | May 01, 2026 |
| RMR Wealth Builders | History | Reduced | 11,052 | 321 | 0.03% | 0.03% | 871 | -789 | -6.66% | Q1 2026 | Apr 22, 2026 |
| CURIO WEALTH, LLC | History | No change | 11,056 | 321 | 0.11% | 0.11% | 872 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 9,942 | 315 | 0.09% | 0.11% | 874 | -1,323 | -11.74% | Q1 2026 | Apr 30, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | Added to | 10,859 | 315 | 0.25% | 0.24% | 876 | +69 | 0.64% | Q1 2026 | May 07, 2026 |
| MCF Advisors LLC | History | Added to | 10,849 | 315 | 0.01% | 0.02% | 873 | +4 | 0.04% | Q1 2026 | May 11, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 10,844 | 315 | 0.01% | 0.01% | 875 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 10,800 | 314 | 0.01% | 0.0% | 877 | +1,852 | 20.7% | Q1 2026 | Apr 27, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | Reduced | 9,753 | 314 | 0.16% | 0.15% | 878 | -108 | -1.1% | Q1 2026 | May 01, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | New | 10,789 | 313 | 0.02% | — | 879 | +10,789 | New | Q1 2026 | Apr 29, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 10,754 | 312 | 0.08% | — | 881 | +10,754 | New | Q1 2026 | May 04, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 10,759 | 312 | 0.02% | 0.02% | 880 | +172 | 1.62% | Q1 2026 | May 14, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 10,718 | 311 | 0.09% | 0.1% | 882 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 10,675 | 310 | 0.01% | 0.01% | 883 | -4,633 | -30.27% | Q1 2026 | Apr 29, 2026 |
| Fort Vancouver Investment Management, LLC | History | Reduced | 10,693 | 310 | 0.16% | 0.18% | 884 | -849 | -7.36% | Q1 2026 | May 15, 2026 |
| BIRCHBROOK, INC. | History | No change | 10,520 | 305 | 0.15% | 0.15% | 885 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Brooklyn Investment Group | History | Reduced | 10,478 | 304 | 0.01% | 0.02% | 886 | -5,804 | -35.65% | Q1 2026 | Apr 29, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 10,429 | 303 | 0.04% | 0.04% | 887 | +148 | 1.44% | Q1 2026 | Apr 24, 2026 |
| Daybright Advisory Services, Inc. | History | Reduced | 10,406 | 302 | 0.08% | 0.08% | 888 | -15 | -0.14% | Q1 2026 | May 12, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 10,385 | 301 | 0.05% | 0.04% | 890 | +3,337 | 47.35% | Q1 2026 | Apr 30, 2026 |
| KLCM Advisors, Inc. | History | Added to | 10,362 | 301 | 0.03% | 0.02% | 889 | +1,001 | 10.69% | Q1 2026 | Apr 30, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 9,739 | 300 | 0.05% | 0.04% | 891 | +14 | 0.14% | Q1 2026 | Apr 16, 2026 |
| LexAurum Advisors, LLC | History | New | 10,186 | 296 | 0.04% | — | 894 | +10,186 | New | Q1 2026 | Apr 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 10,192 | 296 | 0.0% | 0.0% | 892 | +1,712 | 20.19% | Q1 2026 | Apr 27, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 10,202 | 296 | 0.0% | 0.0% | 893 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Johnson Financial Group, LLC | History | Added to | 10,152 | 295 | 0.02% | 0.02% | 896 | +1,557 | 18.12% | Q1 2026 | May 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 10,159 | 295 | 0.01% | 0.01% | 895 | +52 | 0.51% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Added to | 10,078 | 293 | 0.01% | 0.01% | 897 | +6 | 0.06% | Q1 2026 | Apr 22, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 9,070 | 293 | 0.06% | 0.06% | 898 | +6 | 0.07% | Q1 2026 | Apr 28, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 9,968 | 289 | 0.1% | 0.11% | 899 | +11 | 0.11% | Q1 2026 | Apr 21, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 9,925 | 288 | 0.01% | 0.01% | 900 | -589 | -5.6% | Q1 2026 | May 12, 2026 |
| Burton Enright Welch | History | No change | 9,903 | 287 | 0.04% | 0.04% | 901 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Orographic Financial Advisors, LLC | History | New | 9,847 | 286 | 0.2% | — | 904 | +9,847 | New | Q1 2026 | May 19, 2026 |
| Parkshore Wealth Management, Inc. | History | Reduced | 9,861 | 286 | 0.1% | 0.11% | 903 | -450 | -4.36% | Q1 2026 | May 13, 2026 |
| Rock Point Advisors, LLC | History | Reduced | 9,836 | 286 | 0.08% | 0.07% | 902 | -120 | -1.21% | Q1 2026 | May 14, 2026 |
| Cross Staff Investments Inc | History | No change | 9,774 | 284 | 0.14% | 0.15% | 905 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FreeGulliver LLC | History | Added to | 9,740 | 283 | 0.12% | 0.09% | 908 | +1,150 | 13.39% | Q1 2026 | May 15, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 9,764 | 283 | 0.11% | 0.11% | 906 | -83 | -0.84% | Q1 2026 | Apr 17, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 9,757 | 283 | 0.03% | 0.03% | 907 | -38 | -0.39% | Q1 2026 | Apr 28, 2026 |
| Everest Financial Group LLC | History | New | 9,710 | 282 | 0.05% | — | 910 | +9,710 | New | Q1 2026 | May 15, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 9,716 | 282 | 0.03% | 0.03% | 909 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Reduced | 9,687 | 281 | 0.06% | 0.06% | 911 | -860 | -8.15% | Q1 2026 | Apr 14, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 9,689 | 281 | 0.01% | 0.01% | 913 | +249 | 2.64% | Q1 2026 | Apr 22, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 9,694 | 281 | 0.02% | 0.02% | 912 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Vanguard National Trust Co | History | New | 9,642 | 280 | 0.02% | — | 915 | +9,642 | New | Q1 2026 | May 08, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 9,658 | 280 | 0.19% | 0.19% | 914 | +9 | 0.09% | Q1 2026 | Apr 14, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 9,595 | 279 | 0.01% | 0.01% | 916 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Paragon Capital Management Ltd | History | No change | 9,626 | 279 | 0.06% | 0.05% | 917 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Lafayette Investments, Inc. | History | No change | 9,588 | 278 | 0.06% | 0.05% | 918 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sachetta, LLC | History | Added to | 9,547 | 277 | 0.15% | 0.14% | 922 | +526 | 5.83% | Q1 2026 | May 01, 2026 |
| Capital Advantage, Inc. | History | Reduced | 9,558 | 277 | 0.04% | 0.04% | 920 | -256 | -2.61% | Q1 2026 | Apr 10, 2026 |
| BSW Wealth Partners | History | Reduced | 9,547 | 277 | 0.03% | 0.03% | 919 | -88 | -0.91% | Q1 2026 | Apr 14, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 9,542 | 277 | 0.24% | 0.23% | 923 | +4 | 0.04% | Q1 2026 | May 07, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 9,542 | 277 | 0.09% | 0.09% | 921 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Seneca House Advisors | History | Reduced | 9,501 | 276 | 0.11% | 0.11% | 924 | -691 | -6.78% | Q1 2026 | May 01, 2026 |
| Alteri Wealth LLC | History | Added to | 9,442 | 274 | 0.09% | 0.08% | 926 | +590 | 6.67% | Q1 2026 | May 06, 2026 |
| Barnett & Company, Inc. | History | Added to | 9,423 | 274 | 0.21% | 0.21% | 925 | +129 | 1.39% | Q1 2026 | Apr 30, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 9,380 | 272 | 0.05% | 0.05% | 927 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Added to | 9,351 | 271 | 0.04% | 0.03% | 928 | +500 | 5.65% | Q1 2026 | May 01, 2026 |
| WEDGEWOOD INVESTORS INC /PA/ | History | No change | 9,344 | 271 | 0.31% | 0.3% | 929 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Stokes Family Office, LLC | History | No change | 9,271 | 269 | 0.03% | 0.02% | 930 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Flagship Capital Management Inc. | History | No change | 9,277 | 269 | 0.2% | 0.19% | 931 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Veery Capital, LLC | History | Reduced | 9,222 | 268 | 0.08% | 0.11% | 933 | -3,073 | -24.99% | Q1 2026 | Apr 09, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 9,217 | 268 | 0.0% | 0.0% | 932 | -23 | -0.25% | Q1 2026 | May 05, 2026 |
| FCA CORP /TX | History | Reduced | 9,166 | 266 | 0.08% | 0.08% | 934 | -563 | -5.79% | Q1 2026 | May 14, 2026 |
| PRING TURNER CAPITAL GROUP INC | History | No change | 9,362 | 266 | 0.16% | 0.16% | 935 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MBE Wealth Management, LLC | History | No change | 9,158 | 266 | 0.11% | 0.11% | 936 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Flower City Capital | History | Reduced | 9,113 | 265 | 0.13% | 0.14% | 939 | -651 | -6.67% | Q1 2026 | Apr 14, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 9,113 | 265 | 0.16% | 0.15% | 938 | -68 | -0.74% | Q1 2026 | Apr 07, 2026 |
| Palisade Asset Management, LLC | History | No change | 9,140 | 265 | 0.03% | 0.03% | 937 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 9,064 | 263 | 0.05% | 0.06% | 940 | -91 | -0.99% | Q1 2026 | May 12, 2026 |
| Sowell Financial Services LLC | History | Added to | 8,994 | 261 | 0.01% | 0.01% | 942 | +1,289 | 16.73% | Q1 2026 | Apr 20, 2026 |
| Gotham Asset Management, LLC | History | No change | 8,996 | 261 | 0.0% | 0.0% | 941 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FineMark National Bank & Trust | History | No change | 9,122 | 259 | 0.01% | 0.01% | 943 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Legacy Private Trust Co. | History | No change | 8,875 | 258 | 0.02% | 0.01% | 944 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SEEDS INVESTOR LLC | History | New | 8,180 | 257 | 0.03% | — | 948 | +8,180 | New | Q1 2026 | May 11, 2026 |
| Robbins Farley | History | Added to | 8,843 | 257 | 0.11% | 0.08% | 946 | +2,826 | 46.97% | Q1 2026 | Apr 17, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | No change | 8,850 | 257 | 0.1% | 0.1% | 945 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| High Probability Advisors, LLC | History | No change | 8,840 | 257 | 0.03% | 0.03% | 947 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | No change | 8,800 | 255 | 0.15% | 0.14% | 949 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 8,712 | 253 | 0.03% | — | 951 | +8,712 | New | Q1 2026 | Apr 23, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 8,707 | 253 | 0.03% | 0.03% | 950 | +5 | 0.06% | Q1 2026 | Apr 23, 2026 |
| Fusion Capital, LLC | History | Added to | 8,620 | 250 | 0.07% | 0.07% | 953 | +9 | 0.1% | Q1 2026 | May 13, 2026 |
| Cascade Investment Advisors, Inc. | History | No change | 8,618 | 250 | 0.15% | 0.14% | 952 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Evelyn Partners Asset Management Ltd | History | Reduced | 8,566 | 249 | 0.06% | 0.06% | 954 | -292 | -3.3% | Q1 2026 | May 15, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Reduced | 8,539 | 248 | 0.03% | 0.03% | 956 | -445 | -4.95% | Q1 2026 | Apr 27, 2026 |
| Revisor Wealth Management LLC | History | No change | 8,534 | 248 | 0.07% | 0.07% | 955 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 8,498 | 247 | 0.02% | 0.02% | 958 | +720 | 9.26% | Q1 2026 | Apr 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 8,520 | 247 | 0.0% | 0.0% | 957 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 8,485 | 246 | 0.01% | 0.01% | 959 | +1,400 | 19.76% | Q1 2026 | Apr 13, 2026 |
| 25 LLC | History | Added to | 8,491 | 246 | 0.08% | 0.07% | 961 | +307 | 3.75% | Q1 2026 | Apr 20, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 8,485 | 246 | 0.09% | 0.09% | 960 | -67 | -0.78% | Q1 2026 | Apr 16, 2026 |
| American Trust | History | Reduced | 8,397 | 244 | 0.02% | 0.03% | 963 | -3,892 | -31.67% | Q1 2026 | May 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 8,396 | 244 | 0.0% | 0.0% | 962 | +560 | 7.15% | Q1 2026 | May 15, 2026 |
| Grant Private Wealth Management Inc | History | Added to | 8,409 | 244 | 0.13% | 0.14% | 965 | +105 | 1.26% | Q1 2026 | Apr 14, 2026 |
| Horizons Wealth Management | History | No change | 8,410 | 244 | 0.16% | 0.16% | 964 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | No change | 8,311 | 241 | 0.07% | 0.07% | 966 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| South Shore Capital Advisors | History | New | 8,283 | 240 | 0.18% | — | 968 | +8,283 | New | Q1 2026 | Apr 28, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 8,269 | 240 | 0.01% | 0.01% | 967 | +993 | 13.65% | Q1 2026 | May 06, 2026 |
| Clark Asset Management, LLC | History | Reduced | 8,219 | 239 | 0.02% | 0.03% | 969 | -968 | -10.54% | Q1 2026 | Apr 16, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | New | 8,202 | 238 | 0.06% | — | 971 | +8,202 | New | Q1 2026 | Apr 08, 2026 |
| Triton Wealth Management, PLLC | History | Reduced | 8,085 | 238 | 0.09% | 0.1% | 970 | -867 | -9.68% | Q1 2026 | May 01, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 8,169 | 237 | 0.0% | 0.0% | 972 | -1,837 | -18.36% | Q1 2026 | Apr 24, 2026 |
| Baldwin Investment Management, LLC | History | Added to | 8,156 | 237 | 0.03% | 0.03% | 973 | +2 | 0.02% | Q1 2026 | May 12, 2026 |
| Biltmore Family Office, LLC | History | No change | 8,148 | 236 | 0.03% | 0.03% | 974 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pacific Park Financial, Inc. | History | Added to | 8,114 | 235 | 0.15% | 0.13% | 975 | +792 | 10.82% | Q1 2026 | Apr 21, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 8,071 | 234 | 0.0% | — | 977 | +8,071 | New | Q1 2026 | May 14, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 8,067 | 234 | 0.03% | 0.03% | 976 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Fairway Wealth LLC | History | Added to | 8,035 | 233 | 0.06% | 0.04% | 979 | +2,631 | 48.69% | Q1 2026 | Apr 23, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | Added to | 8,029 | 233 | 0.04% | 0.04% | 978 | +104 | 1.31% | Q1 2026 | May 11, 2026 |
| Golden Bell Financial Planning LLC | History | No change | 8,045 | 233 | 0.19% | 0.19% | 980 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Aspiring Ventures, LLC | History | Reduced | 7,984 | 232 | 0.07% | 0.08% | 981 | -128 | -1.58% | Q1 2026 | May 05, 2026 |
| Stembrook Asset Management, LLC | History | Reduced | 7,968 | 231 | 0.23% | 0.22% | 982 | -88 | -1.09% | Q1 2026 | May 13, 2026 |
| Heirloom Wealth Management | History | Reduced | 7,927 | 230 | 0.04% | 0.07% | 985 | -2,738 | -25.67% | Q1 2026 | Apr 14, 2026 |
| WPG Advisers, LLC | History | Reduced | 7,930 | 230 | 0.17% | 0.18% | 986 | -727 | -8.4% | Q1 2026 | Apr 29, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 7,918 | 230 | 0.0% | 0.0% | 983 | -17 | -0.21% | Q1 2026 | Apr 30, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 7,922 | 230 | 0.01% | 0.01% | 984 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 7,897 | 229 | 0.01% | 0.02% | 987 | -1,718 | -17.87% | Q1 2026 | May 14, 2026 |
| Holistic Financial Partners | History | Reduced | 7,844 | 228 | 0.08% | 0.08% | 990 | -370 | -4.5% | Q1 2026 | May 05, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 7,870 | 228 | 0.05% | 0.05% | 989 | -23 | -0.29% | Q1 2026 | Apr 20, 2026 |
| Strategic Financial Services, Inc. | History | No change | 7,864 | 228 | 0.01% | 0.01% | 988 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Appalachian Capital Management Ltd | History | Added to | 7,833 | 227 | 0.18% | 0.18% | 992 | +10 | 0.13% | Q1 2026 | Apr 27, 2026 |
| Astra Wealth Partners LLC | History | No change | 7,839 | 227 | 0.14% | 0.13% | 991 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 7,792 | 226 | 0.01% | 0.01% | 993 | -15 | -0.19% | Q1 2026 | May 06, 2026 |
| StoneX Group Inc. | History | Reduced | 7,760 | 225 | 0.01% | 0.03% | 994 | -13,474 | -63.45% | Q1 2026 | May 14, 2026 |
| Affinity Capital Advisors, LLC | History | New | 7,746 | 225 | 0.03% | — | 998 | +7,746 | New | Q1 2026 | Apr 13, 2026 |
| Ancora Advisors LLC | History | Added to | 7,753 | 225 | 0.0% | 0.0% | 996 | +417 | 5.68% | Q1 2026 | May 15, 2026 |
| North Star Investment Management Corp. | History | Reduced | 7,744 | 225 | 0.01% | 0.01% | 995 | -245 | -3.07% | Q1 2026 | Apr 23, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | No change | 7,764 | 225 | 0.09% | 0.09% | 997 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ATLas Financial Planning LLC | History | Added to | 7,716 | 224 | 0.2% | 0.21% | 1000 | +2 | 0.03% | Q1 2026 | Apr 27, 2026 |
| ADE, LLC | History | No change | 7,715 | 224 | 0.11% | 0.11% | 999 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 7,652 | 222 | 0.01% | 0.01% | 1003 | +2,598 | 51.4% | Q1 2026 | May 05, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 7,636 | 222 | 0.02% | 0.02% | 1004 | -445 | -5.51% | Q1 2026 | May 06, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 7,637 | 222 | 0.06% | 0.06% | 1007 | +423 | 5.86% | Q1 2026 | Apr 23, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | History | Added to | 7,667 | 222 | 0.14% | 0.13% | 1001 | +49 | 0.64% | Q1 2026 | May 11, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 7,638 | 222 | 0.01% | 0.01% | 1002 | -38 | -0.5% | Q1 2026 | May 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 7,641 | 222 | 0.02% | 0.01% | 1005 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hidden Cove Wealth Management, LLC | History | No change | 7,646 | 222 | 0.14% | 0.14% | 1006 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | New | 7,610 | 221 | 0.0% | — | 1009 | +7,610 | New | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Added to | 7,604 | 221 | 0.0% | 0.0% | 1008 | +691 | 10.0% | Q1 2026 | May 06, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 7,591 | 220 | 0.02% | 0.02% | 1010 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Apollon Financial, LLC | History | No change | 7,584 | 220 | 0.03% | 0.03% | 1011 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FAIRFIELD, BUSH & CO. | History | Reduced | 7,541 | 219 | 0.12% | 0.11% | 1012 | -99 | -1.3% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 7,547 | 219 | 0.12% | 0.11% | 1013 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Essex Bank | History | No change | 7,544 | 219 | 0.05% | 0.05% | 1014 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Unify Financial Advisors | History | No change | 7,561 | 219 | 0.23% | 0.22% | 1015 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Vident Advisory, LLC | History | Reduced | 7,492 | 217 | 0.0% | 0.0% | 1016 | -488 | -6.12% | Q1 2026 | May 14, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 7,458 | 216 | 0.01% | 0.01% | 1017 | -96 | -1.27% | Q1 2026 | Apr 20, 2026 |
| Clarity Wealth Advisors, LLC | History | No change | 7,411 | 215 | 0.04% | 0.04% | 1018 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ONE Advisory Partners, LLC | History | No change | 7,414 | 215 | 0.07% | 0.06% | 1019 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Topsail Wealth Management, LLC | History | No change | 7,409 | 215 | 0.03% | 0.03% | 1020 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 7,392 | 214 | 0.01% | — | 1022 | +7,392 | New | Q1 2026 | May 11, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Added to | 7,242 | 214 | 0.11% | 0.12% | 1021 | +10 | 0.14% | Q1 2026 | Apr 08, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 7,325 | 213 | 0.01% | 0.01% | 1023 | -160 | -2.14% | Q1 2026 | May 11, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 7,504 | 213 | 0.01% | 0.01% | 1024 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | New | 7,311 | 212 | 0.12% | — | 1027 | +7,311 | New | Q1 2026 | May 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 7,320 | 212 | 0.01% | 0.0% | 1025 | +5,424 | 286.08% | Q1 2026 | May 07, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Added to | 7,304 | 212 | 0.02% | 0.03% | 1026 | +6 | 0.08% | Q1 2026 | Apr 13, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Reduced | 7,285 | 211 | 0.02% | 0.04% | 1028 | -4,182 | -36.47% | Q1 2026 | Apr 24, 2026 |
| Worth Asset Management, LLC | History | Reduced | 7,229 | 210 | 0.08% | 0.11% | 1029 | -2,312 | -24.23% | Q1 2026 | Apr 17, 2026 |
| One Capital Management, LLC | History | New | 7,218 | 209 | 0.01% | — | 1030 | +7,218 | New | Q1 2026 | May 12, 2026 |
| Guardian Wealth Advisors, LLC | History | Added to | 7,157 | 208 | 0.12% | 0.11% | 1032 | +95 | 1.35% | Q1 2026 | May 01, 2026 |
| Broadview Financial Management, LLC | History | Added to | 7,154 | 208 | 0.14% | 0.14% | 1031 | +8 | 0.11% | Q1 2026 | May 04, 2026 |
| Alley Investment Management Company, LLC | History | Reduced | 7,132 | 207 | 0.03% | 0.02% | 1033 | -158 | -2.17% | Q1 2026 | Apr 23, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 7,055 | 205 | 0.01% | 0.01% | 1035 | -2,058 | -22.58% | Q1 2026 | May 13, 2026 |
| Apriem Advisors | History | Reduced | 7,060 | 205 | 0.02% | 0.02% | 1034 | -200 | -2.75% | Q1 2026 | May 14, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 7,080 | 205 | 0.02% | 0.03% | 1036 | +1 | 0.01% | Q1 2026 | May 08, 2026 |
| MAYPORT, LLC | History | Reduced | 7,016 | 204 | 0.04% | 0.04% | 1039 | -170 | -2.37% | Q1 2026 | Apr 21, 2026 |
| Laurel Wealth Advisors LLC | History | Reduced | 6,110 | 204 | 0.02% | 0.02% | 1038 | -50 | -0.81% | Q1 2026 | May 12, 2026 |
| Evercore Wealth Management, LLC | History | No change | 7,046 | 204 | 0.0% | 0.0% | 1037 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | Added to | 6,966 | 202 | 0.05% | 0.02% | 1040 | +4,252 | 156.67% | Q1 2026 | May 06, 2026 |
| Squire Investment Management Company, LLC | History | New | 6,936 | 201 | 0.06% | — | 1042 | +6,936 | New | Q1 2026 | Apr 24, 2026 |
| Trek Financial, LLC | History | New | 6,931 | 201 | 0.01% | — | 1041 | +6,931 | New | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 164,816 | 198 | 0.01% | 0.02% | 1043 | -4,239 | -2.51% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 7,037 | 197 | 0.01% | 0.0% | 1044 | +3,433 | 95.26% | Q1 2026 | May 15, 2026 |
| Palouse Capital Management, Inc. | History | Reduced | 6,705 | 194 | 0.13% | 0.12% | 1045 | -52 | -0.77% | Q1 2026 | Apr 24, 2026 |
| Bogart Wealth, LLC | History | Added to | 6,540 | 190 | 0.01% | 0.01% | 1046 | +896 | 15.88% | Q1 2026 | Apr 28, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 6,402 | 186 | 0.01% | 0.01% | 1047 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ascentis Independent Advisors | History | New | 6,373 | 185 | 0.01% | — | 1049 | +6,373 | New | Q1 2026 | Apr 28, 2026 |
| Blue Trust, Inc. | History | Added to | 6,381 | 185 | 0.0% | 0.0% | 1048 | +104 | 1.66% | Q1 2026 | Apr 20, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 6,354 | 184 | 0.01% | 0.01% | 1050 | +2 | 0.03% | Q1 2026 | May 12, 2026 |
| Elgethun Capital Management | History | Reduced | 6,320 | 183 | 0.03% | 0.03% | 1052 | -32 | -0.5% | Q1 2026 | May 14, 2026 |
| Richardson Capital Management LLC | History | Added to | 6,306 | 183 | 0.09% | 0.09% | 1051 | +9 | 0.14% | Q1 2026 | May 12, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 6,193 | 180 | 0.05% | 0.06% | 1053 | -528 | -7.86% | Q1 2026 | Apr 22, 2026 |
| First Pacific Financial | History | Reduced | 6,173 | 179 | 0.02% | 0.03% | 1054 | -660 | -9.66% | Q1 2026 | Apr 23, 2026 |
| Burk Holdings LLC | History | New | 6,151 | 178 | 0.08% | — | 1055 | +6,151 | New | Q1 2026 | May 07, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 5,773 | 167 | 0.03% | 0.02% | 1056 | -260 | -4.31% | Q1 2026 | May 06, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 5,634 | 163 | 0.02% | 0.01% | 1057 | +1,247 | 28.42% | Q1 2026 | May 06, 2026 |
| Portus Wealth Advisors, LLC | History | Reduced | 5,334 | 155 | 0.15% | 0.3% | 1059 | -5,966 | -52.8% | Q1 2026 | Apr 22, 2026 |
| Anfield Capital Management, LLC | History | Reduced | 5,334 | 155 | 0.04% | 0.06% | 1058 | -1,806 | -25.29% | Q1 2026 | May 12, 2026 |
| Key FInancial Inc | History | No change | 5,171 | 150 | 0.03% | 0.03% | 1060 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| DecisionPoint Financial, LLC | History | No change | 5,037 | 146 | 0.03% | 0.03% | 1061 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 5,000 | 145 | 0.0% | 0.0% | 1062 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 4,982 | 144 | 0.11% | 0.13% | 1063 | -1,002 | -16.74% | Q1 2026 | Apr 02, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Reduced | 4,844 | 140 | 0.02% | 0.02% | 1064 | -830 | -14.63% | Q1 2026 | Apr 08, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 4,780 | 139 | 0.01% | 0.01% | 1065 | +19 | 0.4% | Q1 2026 | Apr 23, 2026 |
| Avion Wealth | History | No change | 4,617 | 134 | 0.03% | 0.03% | 1066 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Hurley Capital, LLC | History | Added to | 4,505 | 131 | 0.07% | 0.07% | 1068 | +1 | 0.02% | Q1 2026 | May 06, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 4,530 | 131 | 0.05% | 0.05% | 1067 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 4,389 | 127 | 0.01% | 0.01% | 1069 | +6 | 0.14% | Q1 2026 | May 11, 2026 |
| BAYBAN | History | No change | 4,396 | 127 | 0.11% | 0.11% | 1070 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 4,288 | 124 | 0.0% | 0.0% | 1071 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | New | 4,248 | 123 | 0.09% | — | 1072 | +4,248 | New | Q1 2026 | Apr 07, 2026 |
| Bank of New Hampshire | History | Reduced | 4,173 | 121 | 0.03% | 0.03% | 1073 | -1 | -0.02% | Q1 2026 | Apr 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 4,155 | 120 | 0.02% | 0.02% | 1074 | -173 | -4.0% | Q1 2026 | May 06, 2026 |
| BFSG, LLC | History | Reduced | 3,827 | 111 | 0.01% | 0.01% | 1075 | -242 | -5.95% | Q1 2026 | Apr 28, 2026 |
| GW&K Investment Management, LLC | History | Added to | 3,674 | 107 | 0.0% | 0.0% | 1076 | +5 | 0.14% | Q1 2026 | May 13, 2026 |
| Northwest Capital Management Inc | History | No change | 3,790 | 107 | 0.46% | 0.46% | 1077 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Smithfield Trust Co | History | No change | 3,646 | 106 | 0.0% | 0.0% | 1078 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Caldwell Trust Co | History | No change | 3,677 | 106 | 0.01% | 0.01% | 1079 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 3,566 | 103 | 0.01% | 0.01% | 1080 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 3,500 | 101 | 0.07% | 0.07% | 1081 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Clearstead Trust, LLC | History | No change | 3,483 | 101 | 0.02% | 0.02% | 1082 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| UMB Bank, n.a. | History | Added to | 3,452 | 100 | 0.0% | 0.0% | 1083 | +852 | 32.77% | Q1 2026 | May 11, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 3,384 | 98 | 0.01% | 0.01% | 1084 | -117 | -3.34% | Q1 2026 | May 19, 2026 |
| NBZ Investment Advisors LLC | History | Reduced | 3,368 | 97 | 0.04% | 0.05% | 1085 | -992 | -22.75% | Q1 2026 | May 04, 2026 |
| Kozak & Associates, Inc. | History | Added to | 3,100 | 96 | 0.02% | 0.02% | 1086 | +286 | 10.16% | Q1 2026 | Apr 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 3,292 | 95 | 0.0% | — | 1088 | +3,292 | New | Q1 2026 | Apr 14, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 3,289 | 95 | 0.05% | 0.01% | 1087 | +2,868 | 681.24% | Q1 2026 | Apr 30, 2026 |
| TFC Financial Management, Inc. | History | Added to | 3,248 | 94 | 0.01% | 0.01% | 1089 | +5 | 0.15% | Q1 2026 | Apr 23, 2026 |
| MOTCO | History | Added to | 3,169 | 92 | 0.01% | 0.0% | 1090 | +2,011 | 173.66% | Q1 2026 | Apr 22, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 3,131 | 91 | 0.01% | 0.0% | 1091 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Planning Project LLC | History | No change | 3,202 | 91 | 0.02% | 0.02% | 1092 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fairman Group, LLC | History | Added to | 2,996 | 87 | 0.07% | 0.07% | 1095 | +2 | 0.07% | Q1 2026 | Apr 23, 2026 |
| CENTRAL TRUST Co | History | No change | 3,000 | 87 | 0.0% | 0.0% | 1093 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 3,000 | 87 | 0.01% | 0.01% | 1094 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 3,022 | 86 | 0.03% | 0.03% | 1096 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 2,952 | 85 | 0.01% | 0.01% | 1098 | -598 | -16.85% | Q1 2026 | Apr 23, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,948 | 85 | 0.01% | 0.01% | 1097 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Added to | 2,872 | 83 | 0.02% | 0.02% | 1099 | +85 | 3.05% | Q1 2026 | Apr 20, 2026 |
| Operose Advisors LLC | History | Added to | 2,853 | 82 | 0.02% | 0.02% | 1100 | +336 | 13.35% | Q1 2026 | May 12, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 2,851 | 82 | 0.07% | 0.07% | 1101 | -96 | -3.26% | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, LLC | History | New | 2,768 | 80 | 0.03% | — | 1102 | +2,768 | New | Q1 2026 | May 14, 2026 |
| Hamrick Investment Counsel, llc | History | Reduced | 2,741 | 79 | 0.04% | 0.06% | 1103 | -25 | -0.9% | Q1 2026 | May 11, 2026 |
| Pflug Koory, LLC | History | Added to | 2,651 | 77 | 0.04% | 0.03% | 1106 | +2 | 0.08% | Q1 2026 | Apr 21, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,679 | 77 | 0.01% | 0.01% | 1105 | +1 | 0.04% | Q1 2026 | Apr 06, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 2,662 | 77 | 0.03% | 0.03% | 1104 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SHP Wealth Management | History | No change | 2,464 | 71 | 0.01% | 0.01% | 1107 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 2,416 | 70 | 0.05% | 0.05% | 1108 | -21 | -0.86% | Q1 2026 | May 12, 2026 |
| WealthCollab, LLC | History | Reduced | 2,340 | 68 | 0.03% | 0.06% | 1109 | -2,715 | -53.71% | Q1 2026 | May 13, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 2,311 | 67 | 0.05% | — | 1112 | +2,311 | New | Q1 2026 | Apr 16, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 2,312 | 67 | 0.0% | 0.0% | 1110 | +3 | 0.13% | Q1 2026 | May 05, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 2,324 | 67 | 0.03% | 0.03% | 1111 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Lodestone Wealth Management LLC | History | No change | 2,283 | 66 | 0.03% | 0.03% | 1113 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Delos Wealth Advisors, LLC | History | New | 2,204 | 64 | 0.04% | — | 1114 | +2,204 | New | Q1 2026 | May 14, 2026 |
| Costello Asset Management, INC | History | Added to | 2,185 | 63 | 0.02% | 0.02% | 1115 | +160 | 7.9% | Q1 2026 | Apr 30, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 2,186 | 63 | 0.05% | 0.06% | 1116 | -143 | -6.14% | Q1 2026 | Apr 22, 2026 |
| Frankly Finances, LLC | History | No change | 2,168 | 63 | 0.06% | 0.06% | 1117 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Added to | 2,150 | 62 | 0.06% | 0.06% | 1118 | +150 | 7.5% | Q1 2026 | Apr 22, 2026 |
| Evolution Advisers, Inc. | History | Reduced | 2,096 | 60 | 0.03% | 0.04% | 1120 | -768 | -26.82% | Q1 2026 | May 01, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 2,072 | 60 | 0.05% | 0.05% | 1121 | -1 | -0.05% | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,078 | 60 | 0.0% | 0.0% | 1119 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Blume Capital Management, Inc. | History | No change | 2,032 | 59 | 0.01% | 0.01% | 1122 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 2,059 | 59 | 0.01% | 0.01% | 1123 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Activest Wealth Management | History | Added to | 1,946 | 56 | 0.01% | 0.01% | 1124 | +6 | 0.31% | Q1 2026 | Apr 15, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 1,933 | 56 | 0.03% | 0.03% | 1125 | +1 | 0.05% | Q1 2026 | May 15, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 1,953 | 54 | 0.0% | — | 1128 | +1,953 | New | Q1 2026 | May 12, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 1,879 | 54 | 0.0% | 0.0% | 1126 | +1,839 | 4597.5% | Q1 2026 | May 08, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 1,870 | 54 | 0.0% | 0.0% | 1127 | -624 | -25.02% | Q1 2026 | May 07, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 1,674 | 48 | 0.0% | — | 1129 | +1,674 | New | Q1 2026 | May 07, 2026 |
| SouthState Bank Corp | History | Reduced | 1,641 | 47 | 0.0% | 0.0% | 1130 | -159 | -8.83% | Q1 2026 | May 05, 2026 |
| Basepoint Wealth LLC | History | Reduced | 1,592 | 46 | 0.03% | 0.06% | 1133 | -1,715 | -51.86% | Q1 2026 | May 07, 2026 |
| Sound Income Strategies, LLC | History | No change | 1,576 | 46 | 0.0% | 0.0% | 1131 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Aspect Partners, LLC | History | No change | 1,600 | 46 | 0.02% | 0.02% | 1132 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| BESSEMER GROUP INC | History | New | 1,514 | 44 | 0.0% | — | 1136 | +1,514 | New | Q1 2026 | May 06, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 1,528 | 44 | 0.0% | 0.01% | 1134 | -870 | -36.28% | Q1 2026 | Apr 28, 2026 |
| Key Capital Management, INC | History | Added to | 1,519 | 44 | 0.03% | 0.04% | 1135 | +105 | 7.43% | Q1 2026 | May 07, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 1,490 | 42 | 0.03% | 0.03% | 1137 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 1,416 | 41 | 0.01% | 0.01% | 1138 | +176 | 14.19% | Q1 2026 | May 07, 2026 |
| FIRST HORIZON CORP | History | No change | 1,394 | 40 | 0.0% | 0.0% | 1139 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ADIRONDACK TRUST CO | History | No change | 1,380 | 40 | 0.01% | 0.01% | 1140 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Addison Advisors LLC | History | No change | 1,396 | 40 | 0.01% | 0.01% | 1141 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,316 | 38 | 0.01% | 0.01% | 1142 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 1,277 | 37 | 0.0% | 0.0% | 1143 | -5 | -0.39% | Q1 2026 | May 01, 2026 |
| Osbon Capital Management LLC | History | No change | 1,259 | 36 | 0.03% | 0.03% | 1144 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 1,208 | 35 | 0.02% | 0.02% | 1145 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HOEY INVESTMENTS, INC | History | Added to | 1,185 | 34 | 0.0% | 0.0% | 1146 | +28 | 2.42% | Q1 2026 | Apr 28, 2026 |
| Morling Financial Advisors, LLC | History | No change | 1,201 | 34 | 0.01% | 0.01% | 1147 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cornerstone National Bank & Trust Co | History | No change | 1,170 | 34 | 0.01% | 0.01% | 1148 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Main Street Group, LTD | History | New | 1,138 | 33 | 0.01% | — | 1149 | +1,138 | New | Q1 2026 | May 06, 2026 |
| SIMA Wealth Partners, LLC | History | New | 1,119 | 32 | 0.02% | — | 1153 | +1,119 | New | Q1 2026 | May 15, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 1,109 | 32 | 0.0% | 0.0% | 1151 | +499 | 81.8% | Q1 2026 | May 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,091 | 32 | 0.0% | 0.0% | 1150 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Stephens Consulting, LLC | History | No change | 1,155 | 32 | 0.01% | 0.01% | 1152 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 1,056 | 31 | 0.0% | 0.0% | 1155 | -45 | -4.09% | Q1 2026 | May 11, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 1,083 | 31 | 0.0% | 0.0% | 1154 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| JDM Financial Group LLC | History | No change | 1,069 | 31 | 0.01% | 0.01% | 1156 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| GAMMA Investing LLC | History | Added to | 1,060 | 30 | 0.0% | 0.0% | 1158 | +528 | 99.25% | Q1 2026 | Apr 06, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 1,064 | 30 | 0.0% | 0.0% | 1157 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 1,000 | 29 | 0.01% | 0.01% | 1159 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 972 | 28 | 0.01% | 0.01% | 1160 | +1 | 0.1% | Q1 2026 | Apr 24, 2026 |
| HM PAYSON & CO | History | Added to | 920 | 26 | 0.0% | — | 1161 | +900 | 4500.0% | Q1 2026 | Apr 13, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 900 | 26 | 0.01% | 0.01% | 1162 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TSFG, LLC | History | No change | 810 | 24 | 0.0% | 0.0% | 1163 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ORG Partners LLC | History | No change | 870 | 24 | 0.0% | 0.0% | 1164 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Glassman Wealth Services | History | No change | 808 | 23 | 0.0% | 0.0% | 1165 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 800 | 23 | 0.0% | 0.0% | 1166 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PFS Partners, LLC | History | No change | 818 | 23 | 0.01% | 0.01% | 1167 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 761 | 22 | 0.01% | 0.0% | 1170 | +433 | 132.01% | Q1 2026 | Apr 30, 2026 |
| Roxbury Financial LLC | History | Reduced | 770 | 22 | 0.02% | 0.02% | 1172 | -6 | -0.77% | Q1 2026 | Apr 17, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 701 | 22 | 0.03% | 0.03% | 1173 | +2 | 0.29% | Q1 2026 | Apr 29, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 787 | 22 | 0.01% | 0.01% | 1171 | +1 | 0.13% | Q1 2026 | Apr 21, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 773 | 22 | 0.01% | 0.01% | 1168 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 764 | 22 | 0.02% | 0.01% | 1169 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 730 | 21 | 0.01% | 0.01% | 1174 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TopTier Wealth Management, LLC | History | New | 688 | 20 | 0.01% | — | 1176 | +688 | New | Q1 2026 | May 05, 2026 |
| Crewe Advisors LLC | History | No change | 708 | 20 | 0.0% | 0.0% | 1175 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 642 | 18 | 0.01% | — | 1179 | +642 | New | Q1 2026 | Apr 27, 2026 |
| Pacifica Partners Inc. | History | No change | 648 | 18 | 0.01% | 0.01% | 1177 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 640 | 18 | 0.0% | 0.0% | 1178 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| GODSEY & GIBB, INC | History | Reduced | 585 | 17 | 0.0% | 0.0% | 1182 | -425 | -42.08% | Q1 2026 | Apr 20, 2026 |
| PDS Planning, Inc | History | Added to | 598 | 17 | 0.0% | 0.0% | 1181 | +80 | 15.44% | Q1 2026 | Apr 21, 2026 |
| Kilter Group LLC | History | Added to | 613 | 17 | 0.01% | 0.01% | 1183 | +4 | 0.66% | Q1 2026 | May 14, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 596 | 17 | 0.01% | 0.01% | 1180 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 562 | 16 | 0.01% | 0.01% | 1184 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Midway Capital Research & Management | History | New | 522 | 15 | 0.01% | — | 1185 | +522 | New | Q1 2026 | Apr 13, 2026 |
| Align Financial, LLC | History | Reduced | 494 | 14 | 0.01% | 0.01% | 1187 | -13,575 | -96.49% | Q1 2026 | May 08, 2026 |
| JNBA Financial Advisors | History | No change | 500 | 14 | 0.0% | 0.0% | 1186 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Triumph Capital Management | History | Reduced | 467 | 13 | 0.0% | 0.01% | 1188 | -874 | -65.18% | Q1 2026 | May 13, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 456 | 13 | 0.01% | — | 1190 | +456 | New | Q1 2026 | May 14, 2026 |
| Strategic Advocates LLC | History | No change | 468 | 13 | 0.06% | 0.0% | 1189 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 431 | 12 | 0.0% | 0.0% | 1191 | +1 | 0.23% | Q1 2026 | Apr 24, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 400 | 11 | 0.0% | — | 1198 | +400 | New | Q1 2026 | Apr 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 410 | 11 | 0.0% | 0.0% | 1196 | +140 | 51.85% | Q1 2026 | Apr 10, 2026 |
| Team Financial Group, LLC | History | Added to | 379 | 11 | 0.0% | 0.0% | 1195 | +1 | 0.26% | Q1 2026 | May 01, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 384 | 11 | 0.0% | 0.0% | 1192 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 400 | 11 | 0.01% | 0.01% | 1193 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Archer Investment Corp | History | No change | 392 | 11 | 0.0% | 0.0% | 1194 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Breakwater Investment Management | History | No change | 402 | 11 | 0.0% | 0.0% | 1197 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PFC CAPITAL GROUP, INC. | History | Added to | 354 | 10 | 0.0% | 0.0% | 1202 | +1 | 0.28% | Q1 2026 | May 13, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 366 | 10 | 0.0% | 0.0% | 1199 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Horrell Capital Management, Inc. | History | No change | 352 | 10 | 0.0% | 0.0% | 1200 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Orion Capital Management LLC | History | No change | 348 | 10 | 0.0% | 0.0% | 1201 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 326 | 9 | 0.0% | 0.0% | 1203 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TD Capital Management LLC | History | Added to | 286 | 8 | 0.0% | 0.0% | 1205 | +1 | 0.35% | Q1 2026 | May 11, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 280 | 8 | 0.0% | 0.0% | 1204 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 245 | 8 | 0.0% | 0.0% | 1206 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NWK Group, Inc. | History | No change | 278 | 8 | 0.0% | 0.0% | 1207 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Magnolia Wealth Management, LLC | History | New | 250 | 7 | 0.0% | — | 1210 | +250 | New | Q1 2026 | May 06, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 259 | 7 | 0.0% | 0.0% | 1209 | +45 | 21.03% | Q1 2026 | Apr 21, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 261 | 7 | 0.0% | 0.0% | 1208 | -3 | -1.14% | Q1 2026 | Apr 29, 2026 |
| Colonial Trust Co / SC | History | No change | 212 | 6 | 0.0% | 0.0% | 1211 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 233 | 6 | 0.0% | 0.0% | 1212 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Vision Retirement, LLC | History | No change | 220 | 6 | 0.0% | 0.0% | 1213 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MASECO LLP | History | No change | 222 | 6 | 0.0% | 0.0% | 1214 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Independence Bank of Kentucky | History | Reduced | 200 | 5 | 0.0% | 0.0% | 1216 | -200 | -50.0% | Q1 2026 | Apr 30, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | New | 196 | 5 | 0.0% | — | 1221 | +196 | New | Q1 2026 | Apr 15, 2026 |
| ATMOS ADVISORY, LLC | History | Added to | 181 | 5 | 0.0% | 0.0% | 1217 | +5 | 2.84% | Q1 2026 | Apr 06, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 182 | 5 | 0.0% | 0.0% | 1215 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Financial Perspectives, Inc | History | No change | 203 | 5 | 0.0% | 0.0% | 1218 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Noble Wealth Management PBC | History | No change | 200 | 5 | 0.0% | 0.0% | 1219 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Walsh & Associates, LLC | History | No change | 172 | 5 | 0.0% | 0.0% | 1220 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Peachtree Investment Partners, LLC | History | New | 150 | 4 | 0.0% | — | 1225 | +150 | New | Q1 2026 | May 08, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 170 | 4 | 0.0% | 0.0% | 1222 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Providence Capital Advisors, LLC | History | No change | 160 | 4 | 0.0% | 0.0% | 1223 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| City State Bank | History | No change | 150 | 4 | 0.0% | 0.0% | 1224 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BOKF, NA | History | Reduced | 118 | 3 | 0.0% | 0.0% | 1226 | -561 | -82.62% | Q1 2026 | May 08, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 104 | 3 | 0.0% | 0.0% | 1227 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 137 | 3 | 0.0% | 0.0% | 1228 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 116 | 3 | 0.0% | 0.0% | 1229 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Strive Financial Group ,LLC | History | No change | 114 | 3 | 0.0% | 0.0% | 1230 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 101 | 2 | 0.0% | — | 1241 | +101 | New | Q1 2026 | Apr 13, 2026 |
| PlanVest Financial, Inc | History | New | 85 | 2 | 0.0% | — | 1243 | +85 | New | Q1 2026 | May 14, 2026 |
| True Wealth Design, LLC | History | New | 76 | 2 | 0.0% | — | 1242 | +76 | New | Q1 2026 | Apr 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 59 | 2 | 0.0% | 0.0% | 1231 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 86 | 2 | 0.0% | 0.0% | 1232 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 94 | 2 | 0.0% | 0.0% | 1233 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 69 | 2 | 0.0% | 0.0% | 1234 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Hanson & Doremus Investment Management | History | No change | 76 | 2 | 0.0% | 0.0% | 1235 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Financial Management Professionals, Inc. | History | No change | 82 | 2 | 0.0% | 0.0% | 1236 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Solstein Capital, LLC | History | No change | 72 | 2 | 0.0% | 0.0% | 1237 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Founders Financial Alliance, LLC | History | No change | 102 | 2 | 0.0% | 0.0% | 1238 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 72 | 2 | 0.0% | 0.0% | 1239 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Graney & King, LLC | History | No change | 77 | 2 | 0.0% | 0.0% | 1240 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 59 | 1 | 0.0% | — | 1255 | +59 | New | Q1 2026 | May 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 58 | 1 | 0.0% | — | 1254 | +58 | New | Q1 2026 | May 08, 2026 |
| Clark Wealth Partners | History | New | 36 | 1 | 0.0% | — | 1256 | +36 | New | Q1 2026 | May 11, 2026 |
| Clayton Financial Group LLC | History | Added to | 37 | 1 | 0.0% | — | 1249 | +7 | 23.33% | Q1 2026 | Apr 13, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 23 | 1 | 0.0% | 0.0% | 1245 | +4 | 21.05% | Q1 2026 | Apr 16, 2026 |
| Heritage Wealth Advisors | History | No change | 53 | 1 | 0.0% | 0.0% | 1244 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SITTNER & NELSON, LLC | History | No change | 44 | 1 | 0.0% | 0.0% | 1246 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Insight Inv LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 1247 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Decker Retirement Planning Inc. | History | No change | 38 | 1 | 0.0% | 0.0% | 1248 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 52 | 1 | 0.0% | 0.0% | 1250 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 47 | 1 | 0.0% | 0.0% | 1251 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Beacon Financial Strategies CORP | History | No change | 60 | 1 | 0.0% | 0.0% | 1252 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Signature Equity Partners, LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 1253 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strategic Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 11.41% | — | -704,165 | -100.0% | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -420,894 | -100.0% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -257,239 | -100.0% | Q1 2026 | May 14, 2026 |
| SYKON CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.99% | — | -108,112 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Fortune Financial Group, Inc. | History | Closed out | 0 | 0 | — | 1.99% | — | -70,556 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.05% | — | -69,222 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -47,881 | -100.0% | Q1 2026 | May 01, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -39,340 | -100.0% | Q1 2026 | May 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -31,963 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Vigilare Wealth Management | History | Closed out | 0 | 0 | — | 0.25% | — | -26,029 | -100.0% | Q1 2026 | Apr 01, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -23,845 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Archer Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -21,790 | -100.0% | Q1 2026 | Apr 08, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.36% | — | -21,527 | -100.0% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -17,590 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Addison Capital Co | History | Closed out | 0 | 0 | — | 0.12% | — | -17,180 | -100.0% | Q1 2026 | Apr 29, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -16,618 | -100.0% | Q1 2026 | May 14, 2026 |
| Milestones Private Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -15,491 | -100.0% | Q1 2026 | May 04, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,566 | -100.0% | Q1 2026 | May 15, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.03% | — | -12,544 | -100.0% | Q1 2026 | Apr 24, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,058 | -100.0% | Q1 2026 | May 12, 2026 |
| Delta Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,808 | -100.0% | Q1 2026 | May 12, 2026 |
| FOSTER & MOTLEY INC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,391 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Factor Wealth Management LTD | History | Closed out | 0 | 0 | — | 0.06% | — | -10,386 | -100.0% | Q1 2026 | Apr 20, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -8,846 | -100.0% | Q1 2026 | Apr 22, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,776 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -8,499 | -100.0% | Q1 2026 | Apr 27, 2026 |
| River Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,060 | -100.0% | Q1 2026 | May 13, 2026 |
| Williams Jones Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,868 | -100.0% | Q1 2026 | May 05, 2026 |
| Apeiron RIA LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,654 | -100.0% | Q1 2026 | Apr 27, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,140 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,054 | -100.0% | Q1 2026 | May 12, 2026 |
| Advisor Resource Council | History | Closed out | 0 | 0 | — | 0.07% | — | -6,825 | -100.0% | Q1 2026 | May 07, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,634 | -100.0% | Q1 2026 | May 04, 2026 |
| Woodside Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,586 | -100.0% | Q1 2026 | Apr 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,856 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,041 | -100.0% | Q1 2026 | May 07, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,821 | -100.0% | Q1 2026 | May 08, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,588 | -100.0% | Q1 2026 | May 12, 2026 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | 0.02% | — | -1,576 | -100.0% | Q1 2026 | May 14, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,302 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Morton Brown Family Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,069 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -782 | -100.0% | Q1 2026 | May 15, 2026 |
| Ankerstar Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -688 | -100.0% | Q1 2026 | May 13, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -339 | -100.0% | Q1 2026 | May 14, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -325 | -100.0% | Q1 2026 | May 08, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -144 | -100.0% | Q1 2026 | May 15, 2026 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -98 | -100.0% | Q1 2026 | May 08, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -97 | -100.0% | Q1 2026 | May 14, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 34 | 0 | — | 0.0% | — | -39 | -53.42% | Q1 2026 | May 14, 2026 |
| Destiny Wealth Partners, LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q1 2026 | May 11, 2026 |
| 10Elms LLP | History | New | 23 | 0 | — | — | — | +23 | New | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | May 12, 2026 |
| Nemes Rush Group LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Eukles Asset Management | History | New | 17 | 0 | — | — | — | +17 | New | Q1 2026 | May 05, 2026 |
| Trust Co | History | Added to | 8 | 0 | — | — | — | +2 | 33.33% | Q1 2026 | Apr 13, 2026 |
| North Ridge Wealth Advisors, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RHL GROUP, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HFM Investment Advisors, LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |