SCHWAB STRATEGIC TRUST - SCHB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Wealthfront Advisers LLC | History | Reduced | 52,556,138 | 1,319,159 | 2.9% | 3.14% | 1 | -1,008,153 | -1.88% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 48,514,355 | 1,217,710 | 0.18% | 0.01% | 2 | +47,100,114 | 3330.42% | Q1 2026 | May 05, 2026 |
| Betterment LLC | History | Reduced | 15,717,854 | 394,518 | 0.75% | 0.81% | 3 | -438,408 | -2.71% | Q1 2026 | May 14, 2026 |
| REBALANCE, LLC | History | Added to | 15,082,487 | 378,570 | 21.98% | 22.94% | 4 | +119,276 | 0.8% | Q1 2026 | May 11, 2026 |
| SCS Capital Management LLC | History | Added to | 11,970,120 | 300,450 | 3.18% | 3.31% | 5 | +60,752 | 0.51% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 11,836,989 | 297,108 | 0.06% | 0.02% | 6 | +8,883,163 | 300.73% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 8,967,340 | 225,080 | 0.24% | 0.25% | 7 | +335,543 | 3.89% | Q1 2026 | May 05, 2026 |
| Strid Group, LLC | History | Reduced | 8,648,946 | 217,088 | 26.9% | 28.46% | 8 | -67,872 | -0.78% | Q1 2026 | Apr 29, 2026 |
| Evensky & Katz LLC | History | Reduced | 8,165,499 | 204,954 | 11.66% | 12.25% | 9 | -115,344 | -1.39% | Q1 2026 | Apr 22, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 7,722,465 | 193,833 | 16.93% | 17.07% | 10 | -3,782 | -0.05% | Q1 2026 | Apr 15, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 7,041,153 | 176,733 | 20.33% | 22.09% | 11 | +33,281 | 0.47% | Q1 2026 | Apr 17, 2026 |
| HB Wealth Management, LLC | History | Reduced | 6,595,221 | 165,540 | 1.07% | 1.13% | 12 | -93,398 | -1.4% | Q1 2026 | Apr 27, 2026 |
| Evergreen Advisors, LLC | History | Added to | 6,280,152 | 157,631 | 37.02% | 39.45% | 13 | +112,717 | 1.83% | Q1 2026 | May 05, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 6,230,006 | 156,373 | 2.97% | 3.07% | 14 | +36,116 | 0.58% | Q1 2026 | May 01, 2026 |
| HT Partners LLC | History | Added to | 6,181,453 | 155,154 | 46.99% | 47.44% | 15 | +98,668 | 1.62% | Q1 2026 | Apr 10, 2026 |
| AlphaCore Capital LLC | History | Reduced | 5,353,704 | 134,377 | 3.19% | 3.4% | 16 | -456,774 | -7.86% | Q1 2026 | May 15, 2026 |
| TruNorth Capital Management, LLC | History | Added to | 5,210,739 | 130,789 | 25.07% | 25.34% | 17 | +120,310 | 2.36% | Q1 2026 | Apr 22, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 5,146,591 | 129,179 | 14.87% | 15.55% | 18 | +108,943 | 2.16% | Q1 2026 | Apr 17, 2026 |
| Mariner, LLC | History | Added to | 4,996,510 | 125,242 | 0.15% | 0.14% | 19 | +542,197 | 12.17% | Q1 2026 | May 13, 2026 |
| Accredited Investors Inc. | History | Reduced | 4,607,337 | 115,644 | 6.23% | 6.57% | 20 | -112,204 | -2.38% | Q1 2026 | Apr 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 4,047,483 | 101,591 | 0.18% | 0.21% | 21 | -189,417 | -4.47% | Q1 2026 | May 14, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 4,017,868 | 100,848 | 26.65% | 27.48% | 22 | +170,427 | 4.43% | Q1 2026 | Apr 20, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 3,869,236 | 97,117 | 13.59% | 13.67% | 23 | +220,594 | 6.05% | Q1 2026 | Apr 29, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 3,130,458 | 88,967 | 1.76% | 1.9% | 24 | +24,324 | 0.78% | Q1 2026 | May 11, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 3,426,829 | 86,013 | 16.51% | 16.83% | 25 | -5,439 | -0.16% | Q1 2026 | Apr 23, 2026 |
| MORGAN STANLEY | History | Added to | 3,370,368 | 84,596 | 0.01% | 0.01% | 26 | +153,219 | 4.76% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Added to | 3,257,692 | 81,768 | 1.14% | 1.18% | 27 | +48,399 | 1.51% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 3,197,065 | 80,246 | 0.05% | 0.07% | 28 | -610,580 | -16.04% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,194,228 | 80,175 | 0.01% | 0.01% | 29 | -18,255 | -0.57% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 3,061,232 | 76,836 | 0.57% | 0.64% | 30 | +41,366 | 1.37% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 2,969,874 | 74,543 | 0.36% | 0.42% | 31 | +170,270 | 6.08% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 2,919,736 | 73,285 | 0.02% | 0.02% | 32 | +55,206 | 1.93% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,881,786 | 72,332 | 0.01% | 0.01% | 33 | +138,430 | 5.05% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 2,783,258 | 69,859 | 0.12% | 0.1% | 34 | +790,102 | 39.64% | Q1 2026 | May 15, 2026 |
| Asset Advisors Investment Management, LLC | History | Reduced | 2,762,273 | 69,333 | 6.61% | 6.8% | 35 | -46,963 | -1.67% | Q1 2026 | Apr 16, 2026 |
| BROWN ADVISORY INC | History | Reduced | 2,711,077 | 68,048 | 0.11% | 0.1% | 36 | -15,792 | -0.58% | Q1 2026 | May 15, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 2,680,611 | 67,283 | 2.92% | 2.83% | 37 | +4,379 | 0.16% | Q1 2026 | May 06, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 2,672,115 | 67,070 | 5.29% | 6.86% | 38 | -510,921 | -16.05% | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | Added to | 2,654,159 | 66,642 | 0.07% | 0.08% | 39 | +28,106 | 1.07% | Q1 2026 | May 14, 2026 |
| Circle Wealth Management, LLC | History | Added to | 2,636,237 | 66,169 | 0.94% | 1.06% | 40 | +24,376 | 0.93% | Q1 2026 | May 11, 2026 |
| Legacy Financial Strategies, LLC | History | Added to | 2,614,587 | 65,626 | 11.84% | 12.04% | 41 | +21,361 | 0.82% | Q1 2026 | Apr 30, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Reduced | 2,591,924 | 65,057 | 11.18% | 11.49% | 42 | -5,938 | -0.23% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,639,096 | 64,657 | 0.03% | 0.04% | 43 | +243,463 | 10.16% | Q1 2026 | May 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 2,568,121 | 64,459 | 0.94% | 0.94% | 44 | +205,766 | 8.71% | Q1 2026 | Apr 09, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 2,451,793 | 64,359 | 4.72% | 5.02% | 45 | -101,131 | -3.96% | Q1 2026 | Apr 13, 2026 |
| MYECFO, LLC | History | Added to | 2,557,723 | 64,193 | 26.86% | 27.62% | 46 | +76,674 | 3.09% | Q1 2026 | Apr 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 2,531,564 | 63,542 | 0.09% | 0.11% | 47 | -136,340 | -5.11% | Q1 2026 | May 15, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 2,395,034 | 60,115 | 4.91% | 5.1% | 48 | +100,796 | 4.39% | Q1 2026 | Apr 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,320,383 | 56,760 | 0.12% | 0.1% | 49 | -455,577 | -16.41% | Q1 2026 | Apr 08, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,232,961 | 56,047 | 0.44% | 0.41% | 50 | +50,456 | 2.31% | Q1 2026 | May 11, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 2,174,288 | 54,574 | 10.05% | 11.28% | 51 | +48,112 | 2.26% | Q1 2026 | Apr 13, 2026 |
| WBH ADVISORY INC | History | Added to | 2,119,640 | 53,626 | 4.02% | 3.95% | 52 | +86,869 | 4.27% | Q1 2026 | Apr 27, 2026 |
| Caprock Group, LLC | History | Added to | 2,090,846 | 52,480 | 1.27% | 1.15% | 53 | +7,626 | 0.37% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,062,916 | 51,779 | 0.01% | 0.01% | 54 | +115,156 | 5.91% | Q1 2026 | May 11, 2026 |
| Ethos Financial Group, LLC | History | Added to | 2,026,333 | 50,855 | 3.72% | 3.79% | 55 | +69,826 | 3.57% | Q1 2026 | May 05, 2026 |
| SNS Financial Group, LLC | History | Reduced | 1,804,465 | 45,292 | 3.9% | 4.08% | 56 | -2,481 | -0.14% | Q1 2026 | Apr 14, 2026 |
| Capital Management Associates, Inc | History | Added to | 1,785,562 | 44,817 | 10.13% | 10.32% | 57 | +6,013 | 0.34% | Q1 2026 | Apr 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,715,693 | 43,064 | 0.11% | 0.12% | 58 | -63,280 | -3.56% | Q1 2026 | Apr 30, 2026 |
| Allworth Financial LP | History | Added to | 1,703,309 | 42,753 | 0.17% | 0.15% | 59 | +293,194 | 20.79% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 1,693,122 | 42,497 | 0.11% | 0.12% | 60 | +44,348 | 2.69% | Q1 2026 | May 14, 2026 |
| Roundview Capital LLC | History | Reduced | 1,681,293 | 42,200 | 2.63% | 2.73% | 61 | -10,257 | -0.61% | Q1 2026 | May 08, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 1,502,092 | 41,788 | 17.46% | 17.28% | 62 | +113,366 | 8.16% | Q1 2026 | May 04, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 1,640,882 | 41,186 | 8.67% | 9.07% | 63 | +122,611 | 8.08% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,639,622 | 41,154 | 0.06% | 0.06% | 64 | +63,569 | 4.03% | Q1 2026 | Apr 27, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 1,629,524 | 40,901 | 17.14% | 17.3% | 65 | -9,223 | -0.56% | Q1 2026 | Apr 22, 2026 |
| Boulder Wealth Advisors, LLC | History | Added to | 1,617,555 | 40,600 | 16.18% | 17.59% | 66 | +31,222 | 1.97% | Q1 2026 | May 08, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 1,584,194 | 39,763 | 13.22% | 12.62% | 67 | +19,827 | 1.27% | Q1 2026 | May 15, 2026 |
| Members Advisory Group LLC | History | Reduced | 1,583,312 | 39,741 | 13.63% | 15.79% | 68 | -13,753 | -0.86% | Q1 2026 | May 05, 2026 |
| Appalachian Capital Management Ltd | History | Added to | 1,573,653 | 39,498 | 31.62% | 32.7% | 69 | +17,611 | 1.13% | Q1 2026 | Apr 27, 2026 |
| Modern Wealth Management, LLC | History | Added to | 1,529,638 | 38,699 | 0.66% | 0.71% | 70 | +43,788 | 2.95% | Q1 2026 | May 14, 2026 |
| Tanglewood Wealth Management, Inc. | History | Added to | 1,534,891 | 38,525 | 3.19% | 1.94% | 71 | +729,589 | 90.6% | Q1 2026 | Apr 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,381,999 | 34,688 | 0.0% | 0.0% | 72 | +212,511 | 18.17% | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 1,351,921 | 33,933 | 2.02% | 2.37% | 73 | -194,100 | -12.55% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 1,301,632 | 32,675 | 0.05% | 0.04% | 74 | +181,101 | 16.16% | Q1 2026 | May 15, 2026 |
| Legacy Private Trust Co. | History | Reduced | 1,282,088 | 32,180 | 1.98% | 2.05% | 75 | -50,447 | -3.79% | Q1 2026 | Apr 07, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 1,266,881 | 31,798 | 10.63% | 11.0% | 76 | -6,658 | -0.52% | Q1 2026 | Apr 14, 2026 |
| Facet Wealth, Inc. | History | Added to | 1,249,750 | 31,368 | 0.54% | 0.49% | 77 | +222,111 | 21.61% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Added to | 1,240,262 | 31,130 | 0.18% | 0.18% | 78 | +75,149 | 6.45% | Q1 2026 | May 15, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 1,192,008 | 29,919 | 2.99% | 3.21% | 79 | -221 | -0.02% | Q1 2026 | May 08, 2026 |
| WT Wealth Management | History | Reduced | 1,173,635 | 29,458 | 8.76% | 9.0% | 80 | -19,633 | -1.65% | Q1 2026 | Apr 21, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,195,358 | 29,154 | 0.0% | 0.0% | 81 | -71,911 | -5.67% | Q1 2026 | May 13, 2026 |
| Pegasus Asset Management, Inc. | History | Reduced | 1,160,640 | 29,132 | 9.31% | 9.42% | 82 | -6,463 | -0.55% | Q1 2026 | Apr 20, 2026 |
| Goepper Burkhardt LLC | History | Reduced | 1,138,014 | 28,564 | 9.54% | 9.82% | 83 | -11,587 | -1.01% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,118,377 | 28,071 | 0.43% | 0.55% | 84 | +90,205 | 8.77% | Q1 2026 | May 15, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 1,118,297 | 28,069 | 2.22% | 2.27% | 85 | -6,315 | -0.56% | Q1 2026 | Apr 22, 2026 |
| Strategic Advisors LLC | History | Reduced | 1,108,104 | 27,813 | 4.62% | 4.56% | 86 | -3,015 | -0.27% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,103,831 | 27,706 | 0.01% | 0.01% | 87 | -170,047 | -13.35% | Q1 2026 | May 14, 2026 |
| Truepoint, Inc. | History | Reduced | 1,097,551 | 27,548 | 0.61% | 0.66% | 88 | -19,148 | -1.71% | Q1 2026 | May 08, 2026 |
| GSG Advisors LLC | History | Added to | 1,093,847 | 27,455 | 7.13% | 7.3% | 89 | +15,391 | 1.43% | Q1 2026 | May 13, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 1,086,268 | 27,265 | 0.84% | 1.02% | 90 | -94,700 | -8.02% | Q1 2026 | May 04, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Added to | 1,080,467 | 27,119 | 18.35% | 19.23% | 91 | +6,855 | 0.64% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 1,074,823 | 26,978 | 0.01% | 0.02% | 92 | -56,448 | -4.99% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 1,067,461 | 26,793 | 0.0% | 0.0% | 93 | +123,644 | 13.1% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 969,307 | 26,636 | 0.59% | 0.63% | 94 | +2,955 | 0.31% | Q1 2026 | May 04, 2026 |
| Phil A. Younker & Associates, Ltd. | History | Reduced | 1,060,992 | 26,630 | 17.76% | 20.82% | 95 | -77,402 | -6.8% | Q1 2026 | Apr 17, 2026 |
| HORAN Wealth, LLC | History | Added to | 1,051,472 | 26,459 | 2.51% | 2.09% | 96 | +532,274 | 102.52% | Q1 2026 | May 08, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 1,022,101 | 25,654 | 1.64% | 1.76% | 97 | -34,892 | -3.3% | Q1 2026 | Apr 14, 2026 |
| Dodds Wealth, LLC | History | Added to | 1,007,848 | 25,296 | 6.21% | 6.33% | 98 | +23,099 | 2.35% | Q1 2026 | May 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 954,228 | 25,029 | 0.01% | 0.01% | 99 | +37,243 | 4.06% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 951,961 | 23,894 | 0.13% | 0.18% | 100 | -50,695 | -5.06% | Q1 2026 | May 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 938,323 | 23,551 | 3.05% | 4.0% | 101 | -163,714 | -14.86% | Q1 2026 | Apr 15, 2026 |
| Wynn Capital, LLC | History | Added to | 933,100 | 23,420 | 12.03% | 11.5% | 102 | +30,187 | 3.34% | Q1 2026 | Apr 13, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 847,358 | 23,395 | 7.81% | 7.5% | 103 | -9,154 | -1.07% | Q1 2026 | Apr 28, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 921,285 | 23,124 | 3.17% | 3.24% | 104 | +25,847 | 2.89% | Q1 2026 | May 14, 2026 |
| Stonekeep Investments, LLC | History | Added to | 915,310 | 22,974 | 14.89% | 14.83% | 105 | +31,144 | 3.52% | Q1 2026 | Apr 07, 2026 |
| Great Lakes Retirement, Inc. | History | Reduced | 911,755 | 22,885 | 2.37% | 2.49% | 106 | -1,396 | -0.15% | Q1 2026 | May 06, 2026 |
| Schaeffer Financial LLC | History | Added to | 902,377 | 22,649 | 19.06% | 20.19% | 107 | +20,451 | 2.32% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 867,741 | 21,780 | 0.01% | 0.0% | 108 | +502,001 | 137.26% | Q1 2026 | May 04, 2026 |
| Avior Wealth Management, LLC | History | Added to | 863,449 | 21,672 | 0.61% | 0.69% | 109 | +17,308 | 2.05% | Q1 2026 | Apr 09, 2026 |
| Corient Private Wealth LLC | History | Added to | 870,816 | 21,639 | 0.03% | 0.03% | 110 | +45,175 | 5.47% | Q1 2026 | May 15, 2026 |
| Breakwater Investment Management | History | Reduced | 858,181 | 21,540 | 8.01% | 8.28% | 111 | -13,837 | -1.59% | Q1 2026 | May 14, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 853,890 | 21,432 | 2.09% | 2.2% | 112 | -18,807 | -2.16% | Q1 2026 | May 06, 2026 |
| Lido Advisors, LLC | History | Added to | 846,394 | 21,244 | 0.06% | 0.06% | 113 | +47,425 | 5.94% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 845,194 | 21,214 | 0.03% | 0.03% | 114 | +36,347 | 4.49% | Q1 2026 | May 15, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 808,772 | 21,214 | 15.3% | 15.3% | 115 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Davis Capital Management | History | Added to | 835,619 | 20,974 | 14.21% | 14.44% | 116 | +35,582 | 4.45% | Q1 2026 | Apr 16, 2026 |
| Global Wealth Management, LLC | History | Reduced | 817,754 | 20,525 | 11.19% | 12.4% | 117 | -60,847 | -6.93% | Q1 2026 | Apr 16, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 802,522 | 20,151 | 0.12% | 0.13% | 118 | -24,273 | -2.94% | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 725,195 | 20,102 | 0.26% | 0.25% | 119 | -1,641 | -0.23% | Q1 2026 | May 06, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 799,554 | 20,068 | 2.02% | 2.08% | 120 | -5,434 | -0.68% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Reduced | 791,488 | 19,866 | 0.04% | 0.04% | 121 | -22,170 | -2.72% | Q1 2026 | May 06, 2026 |
| Walker Financial Services, Inc. | History | Added to | 784,673 | 19,695 | 6.74% | 5.9% | 122 | +163,491 | 26.32% | Q1 2026 | Apr 29, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 777,734 | 19,521 | 1.39% | 1.5% | 123 | -20,229 | -2.54% | Q1 2026 | May 15, 2026 |
| Downshift Financial, LLC | History | Added to | 700,795 | 19,193 | 9.94% | 6.42% | 124 | +301,363 | 75.45% | Q1 2026 | Apr 29, 2026 |
| Socha Financial Group, LLC | History | Reduced | 760,520 | 19,089 | 9.68% | 10.23% | 125 | -39,041 | -4.88% | Q1 2026 | Apr 30, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 755,449 | 18,961 | 0.19% | 0.34% | 126 | -576,842 | -43.3% | Q1 2026 | May 08, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 720,616 | 18,901 | 2.1% | 2.1% | 127 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 734,966 | 18,447 | 1.3% | 1.45% | 128 | -5,564 | -0.75% | Q1 2026 | May 14, 2026 |
| LIBRA WEALTH LLC | History | Reduced | 711,919 | 17,869 | 5.04% | 5.4% | 129 | -23,580 | -3.21% | Q1 2026 | Apr 28, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 709,503 | 17,808 | 2.42% | 2.6% | 130 | -8,594 | -1.2% | Q1 2026 | Apr 17, 2026 |
| NICOLET BANKSHARES INC | History | New | 699,782 | 17,564 | 0.65% | — | 131 | +699,782 | New | Q1 2026 | May 14, 2026 |
| Focus Financial Network, Inc. | History | Added to | 699,691 | 17,562 | 0.63% | 0.6% | 132 | +37,932 | 5.73% | Q1 2026 | Apr 14, 2026 |
| Rothschild Wealth LLC | History | Reduced | 698,473 | 17,531 | 1.58% | 1.96% | 133 | -79,209 | -10.19% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 678,938 | 17,041 | 0.02% | 0.02% | 134 | -17,316 | -2.49% | Q1 2026 | Apr 27, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 668,407 | 16,777 | 2.13% | 2.53% | 135 | -68,433 | -9.29% | Q1 2026 | Apr 16, 2026 |
| Zhang Financial LLC | History | Added to | 666,381 | 16,726 | 0.58% | 0.63% | 136 | +17,986 | 2.77% | Q1 2026 | May 06, 2026 |
| Compound Planning, Inc. | History | Added to | 658,318 | 16,523 | 0.51% | 0.51% | 137 | +637 | 0.1% | Q1 2026 | May 14, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 614,671 | 15,428 | 6.62% | 6.88% | 138 | -442 | -0.07% | Q1 2026 | Apr 20, 2026 |
| Davidson Kahn Capital Management, LLC | History | Added to | 603,111 | 15,307 | 8.16% | 6.77% | 139 | +106,626 | 21.48% | Q1 2026 | Apr 22, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 608,266 | 15,267 | 4.26% | 4.33% | 140 | +22,213 | 3.79% | Q1 2026 | Apr 08, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 602,540 | 15,123 | 5.96% | 7.35% | 141 | -94,048 | -13.5% | Q1 2026 | May 11, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 597,421 | 14,995 | 2.16% | 2.33% | 142 | -7,603 | -1.26% | Q1 2026 | May 11, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | Added to | 597,107 | 14,987 | 3.27% | 3.13% | 143 | +26,821 | 4.7% | Q1 2026 | Apr 14, 2026 |
| &PARTNERS | History | Added to | 585,739 | 14,740 | 0.07% | 0.08% | 144 | +12,439 | 2.17% | Q1 2026 | May 15, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 578,083 | 14,509 | 1.43% | 1.59% | 145 | -24,333 | -4.04% | Q1 2026 | Apr 27, 2026 |
| IFP Advisors, Inc | History | Added to | 571,342 | 14,340 | 0.3% | 0.34% | 146 | +1,605 | 0.28% | Q1 2026 | Apr 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 570,329 | 14,298 | 0.0% | 0.0% | 147 | -395 | -0.07% | Q1 2026 | May 15, 2026 |
| Brooklyn FI, LLC | History | Added to | 566,840 | 14,227 | 2.99% | 2.49% | 148 | +122,858 | 27.67% | Q1 2026 | May 11, 2026 |
| Elgethun Capital Management | History | Added to | 566,645 | 14,222 | 2.35% | 2.41% | 149 | +34,865 | 6.56% | Q1 2026 | May 14, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 563,390 | 14,141 | 2.47% | 3.47% | 150 | -361,757 | -39.1% | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | Added to | 540,015 | 14,105 | 0.45% | 0.46% | 151 | +37,134 | 7.38% | Q1 2026 | Apr 09, 2026 |
| Ashford Advisors, LLC | History | Reduced | 529,754 | 14,049 | 3.27% | 3.32% | 152 | -47,570 | -8.24% | Q1 2026 | May 05, 2026 |
| Compass Advisory Group LLC | History | Reduced | 557,051 | 13,981 | 3.74% | 13.68% | 153 | -1,373,538 | -71.15% | Q1 2026 | Apr 21, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 555,911 | 13,953 | 0.01% | 0.01% | 154 | +3,858 | 0.7% | Q1 2026 | May 12, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 544,064 | 13,656 | 3.74% | 4.05% | 155 | -16,728 | -2.98% | Q1 2026 | May 11, 2026 |
| Opes Wealth Management LLC | History | Reduced | 539,117 | 13,531 | 2.22% | 2.38% | 156 | -16,432 | -2.96% | Q1 2026 | Apr 28, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 533,182 | 13,382 | 3.23% | 3.44% | 157 | -8,262 | -1.53% | Q1 2026 | May 05, 2026 |
| TPG Advisors LLC | History | Added to | 531,638 | 13,344 | 8.32% | 8.48% | 158 | +12,317 | 2.37% | Q1 2026 | Apr 22, 2026 |
| Passive Capital Management, LLC. | History | Added to | 528,214 | 13,258 | 3.96% | 4.32% | 159 | +1,487 | 0.28% | Q1 2026 | May 14, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 522,955 | 13,126 | 0.38% | 0.41% | 160 | +7,582 | 1.47% | Q1 2026 | Apr 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 518,199 | 13,006 | 0.53% | 0.56% | 161 | +5,014 | 0.98% | Q1 2026 | May 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 507,068 | 12,727 | 0.1% | 0.11% | 162 | +17,106 | 3.49% | Q1 2026 | May 01, 2026 |
| True North Advisors, LLC | History | Reduced | 504,798 | 12,670 | 1.44% | 2.02% | 163 | -90,542 | -15.21% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 492,278 | 12,356 | 0.01% | 0.01% | 164 | -12,252 | -2.43% | Q1 2026 | May 07, 2026 |
| Weinberger Asset Management, Inc | History | Added to | 488,077 | 12,250 | 4.59% | 4.55% | 165 | +6,290 | 1.31% | Q1 2026 | May 08, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 485,549 | 12,187 | 2.48% | 2.54% | 166 | -48,031 | -9.0% | Q1 2026 | Apr 08, 2026 |
| TruWealth Advisors, LLC | History | Added to | 484,717 | 12,166 | 0.58% | 0.61% | 167 | +6,366 | 1.33% | Q1 2026 | Apr 09, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 480,277 | 12,054 | 0.09% | 0.1% | 168 | -20,290 | -4.05% | Q1 2026 | May 01, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 474,496 | 11,909 | 5.59% | 5.31% | 169 | -1,118 | -0.24% | Q1 2026 | Apr 14, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 470,835 | 11,817 | 0.41% | 0.43% | 170 | +3,594 | 0.77% | Q1 2026 | May 06, 2026 |
| Peak Financial Management, Inc. | History | Added to | 468,548 | 11,760 | 2.99% | 3.16% | 171 | +1,149 | 0.25% | Q1 2026 | Apr 28, 2026 |
| Liberty Capital Management, Inc. | History | No change | 445,949 | 11,697 | 2.18% | 2.18% | 172 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| D.B. Root & Company, LLC | History | Added to | 461,496 | 11,583 | 2.77% | 2.95% | 173 | +428 | 0.09% | Q1 2026 | May 12, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 452,615 | 11,360 | 0.16% | 0.25% | 174 | -108,727 | -19.37% | Q1 2026 | May 12, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 450,978 | 11,319 | 0.03% | 0.04% | 175 | -138,537 | -23.5% | Q1 2026 | May 14, 2026 |
| Waldron Private Wealth LLC | History | No change | 450,000 | 11,295 | 0.44% | 0.47% | 176 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 446,978 | 11,219 | 3.35% | 3.55% | 177 | -3,640 | -0.81% | Q1 2026 | May 05, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 439,073 | 11,020 | 0.06% | 0.07% | 178 | -30,066 | -6.41% | Q1 2026 | Apr 30, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 435,387 | 10,928 | 4.28% | 4.14% | 179 | +47,761 | 12.32% | Q1 2026 | May 14, 2026 |
| Beacon Wealthcare LLC | History | Reduced | 434,927 | 10,916 | 3.85% | 4.03% | 180 | -12,810 | -2.86% | Q1 2026 | Apr 01, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 428,446 | 10,753 | 0.0% | 0.0% | 181 | +33,367 | 8.45% | Q1 2026 | May 15, 2026 |
| Vestwell Advisors, LLC | History | Added to | 424,244 | 10,648 | 2.92% | 1.62% | 182 | +7,064 | 1.69% | Q1 2026 | May 18, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 421,975 | 10,591 | 0.9% | 1.03% | 183 | -3,788 | -0.89% | Q1 2026 | Apr 09, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 415,718 | 10,517 | 0.1% | 0.19% | 184 | -247,037 | -37.27% | Q1 2026 | Apr 07, 2026 |
| Prosperitas Financial LLC | History | Added to | 418,685 | 10,508 | 3.91% | 3.41% | 185 | +84,515 | 25.29% | Q1 2026 | May 15, 2026 |
| Five Oceans Advisors | History | No change | 409,952 | 10,289 | 3.72% | 3.8% | 186 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Apriem Advisors | History | Reduced | 404,757 | 10,159 | 0.97% | 0.98% | 187 | -321 | -0.08% | Q1 2026 | May 14, 2026 |
| Alliance Wealth Management Group | History | Reduced | 404,680 | 10,157 | 2.22% | 2.35% | 188 | -3,711 | -0.91% | Q1 2026 | Apr 29, 2026 |
| Towercrest Capital Management | History | Reduced | 404,680 | 10,157 | 1.58% | 1.69% | 189 | -3,711 | -0.91% | Q1 2026 | May 01, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 399,622 | 10,030 | 0.0% | 0.0% | 190 | +40,208 | 11.19% | Q1 2026 | May 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 394,974 | 9,913 | 0.18% | 0.2% | 192 | -5,635 | -1.41% | Q1 2026 | May 11, 2026 |
| SRH ADVISORS, LLC | History | Reduced | 394,977 | 9,913 | 2.84% | 2.99% | 191 | -526 | -0.13% | Q1 2026 | Apr 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 394,390 | 9,899 | 0.11% | 0.13% | 193 | -11,783 | -2.9% | Q1 2026 | May 08, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 389,313 | 9,771 | 0.07% | 0.08% | 194 | +1,992 | 0.51% | Q1 2026 | May 12, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 378,312 | 9,495 | 1.51% | 1.77% | 195 | +9,196 | 2.49% | Q1 2026 | Apr 30, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Reduced | 373,629 | 9,378 | 1.7% | 1.87% | 196 | -12 | -0.0% | Q1 2026 | May 14, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 370,187 | 9,291 | 0.11% | 0.11% | 197 | -5,448 | -1.45% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 365,380 | 9,171 | 0.0% | 0.0% | 198 | -48,975 | -11.82% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 365,023 | 9,162 | 0.01% | 0.02% | 199 | -403,426 | -52.5% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Added to | 363,639 | 9,127 | 0.1% | 0.1% | 200 | +20,332 | 5.92% | Q1 2026 | Apr 16, 2026 |
| Cresset Asset Management, LLC | History | Added to | 361,908 | 9,083 | 0.04% | 0.04% | 201 | +1,800 | 0.5% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 355,039 | 8,911 | 0.03% | 0.04% | 202 | -53,837 | -13.17% | Q1 2026 | Apr 30, 2026 |
| Brightwater Advisory LLC | History | Added to | 345,441 | 8,670 | 5.73% | 5.79% | 203 | +18,992 | 5.82% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Added to | 344,957 | 8,658 | 0.04% | 0.04% | 204 | +7,539 | 2.23% | Q1 2026 | Apr 24, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 343,642 | 8,625 | 0.78% | 0.85% | 205 | -3,177 | -0.92% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 343,298 | 8,616 | 0.02% | 0.02% | 206 | -8,775 | -2.49% | Q1 2026 | May 14, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Added to | 339,859 | 8,530 | 2.4% | 2.37% | 207 | +2,030 | 0.6% | Q1 2026 | May 11, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 339,416 | 8,519 | 3.05% | 3.1% | 208 | +11,173 | 3.4% | Q1 2026 | May 14, 2026 |
| Carnegie Investment Counsel | History | Added to | 335,409 | 8,418 | 0.16% | 0.16% | 209 | +8,657 | 2.65% | Q1 2026 | May 01, 2026 |
| Disciplined Investors, L.L.C. | History | Reduced | 333,058 | 8,359 | 4.98% | 5.76% | 210 | -1,592 | -0.48% | Q1 2026 | May 12, 2026 |
| Destination Wealth Management | History | Reduced | 326,964 | 8,206 | 0.21% | 0.28% | 211 | -75,288 | -18.72% | Q1 2026 | May 15, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 324,037 | 8,133 | 2.44% | 2.49% | 212 | -2,323 | -0.71% | Q1 2026 | Apr 21, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Reduced | 323,503 | 8,119 | 3.75% | 3.88% | 213 | -4,092 | -1.25% | Q1 2026 | Apr 13, 2026 |
| BlackRock, Inc. | History | Added to | 317,220 | 7,962 | 0.0% | 0.0% | 214 | +44,378 | 16.27% | Q1 2026 | May 13, 2026 |
| Creekside Partners | History | Added to | 316,124 | 7,934 | 3.27% | 3.44% | 215 | +5,810 | 1.87% | Q1 2026 | Apr 21, 2026 |
| CFG Wealth Management Services, Inc. | History | Added to | 313,533 | 7,899 | 7.17% | 7.45% | 216 | +2,265 | 0.73% | Q1 2026 | May 07, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 311,327 | 7,814 | 0.06% | — | 217 | +311,309 | 1729494.44% | Q1 2026 | Apr 14, 2026 |
| Orcam Financial Group | History | Reduced | 311,043 | 7,807 | 5.54% | 6.42% | 218 | -15,432 | -4.73% | Q1 2026 | May 12, 2026 |
| NBZ Investment Advisors LLC | History | Reduced | 305,630 | 7,671 | 3.35% | 3.57% | 219 | -6,901 | -2.21% | Q1 2026 | May 04, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 302,668 | 7,596 | 1.87% | 0.24% | 220 | +292,779 | 2960.65% | Q1 2026 | May 12, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 302,522 | 7,593 | 1.45% | 1.52% | 221 | -830 | -0.27% | Q1 2026 | Apr 15, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 302,141 | 7,583 | 6.2% | 9.14% | 222 | -196,192 | -39.37% | Q1 2026 | May 13, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 300,653 | 7,546 | 0.21% | 0.22% | 223 | +4,278 | 1.44% | Q1 2026 | May 07, 2026 |
| Embree Financial Group | History | Reduced | 299,117 | 7,507 | 0.88% | 0.99% | 224 | -7,445 | -2.43% | Q1 2026 | Apr 23, 2026 |
| Sharkey, Howes & Javer | History | Added to | 298,804 | 7,499 | 1.01% | 0.99% | 225 | +530 | 0.18% | Q1 2026 | Apr 08, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 298,692 | 7,497 | 0.42% | 0.44% | 226 | -575 | -0.19% | Q1 2026 | Apr 20, 2026 |
| CVA Family Office, LLC | History | Reduced | 298,432 | 7,490 | 0.79% | 0.91% | 227 | -2,200 | -0.73% | Q1 2026 | Apr 29, 2026 |
| Summit Financial, LLC | History | Reduced | 297,019 | 7,455 | 0.09% | 0.14% | 228 | -63,326 | -17.57% | Q1 2026 | May 15, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 296,510 | 7,442 | 0.77% | 0.78% | 229 | +9,423 | 3.28% | Q1 2026 | Apr 22, 2026 |
| PINKERTON WEALTH, LLC | History | Reduced | 277,069 | 7,267 | 0.66% | 0.81% | 230 | -23,566 | -7.84% | Q1 2026 | Apr 09, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 288,872 | 7,250 | 2.28% | 2.32% | 231 | -4,752 | -1.62% | Q1 2026 | Apr 23, 2026 |
| Valmark Advisers, Inc. | History | Added to | 288,243 | 7,234 | 0.09% | 0.09% | 232 | +3,161 | 1.11% | Q1 2026 | May 01, 2026 |
| Mutual Advisors, LLC | History | Added to | 287,113 | 7,206 | 0.15% | 0.16% | 233 | +3,285 | 1.16% | Q1 2026 | May 01, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 286,681 | 7,195 | 0.04% | 0.03% | 234 | -7,660 | -2.6% | Q1 2026 | Apr 29, 2026 |
| RCW Management, LLC | History | Reduced | 283,362 | 7,112 | 7.29% | 7.54% | 235 | -1,186 | -0.42% | Q1 2026 | Apr 15, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 280,015 | 7,028 | 0.79% | 0.8% | 236 | +2,796 | 1.01% | Q1 2026 | Apr 16, 2026 |
| Equitable Holdings, Inc. | History | Added to | 260,325 | 6,825 | 0.04% | 0.04% | 237 | +19,226 | 7.97% | Q1 2026 | May 15, 2026 |
| RHS Financial, LLC | History | Reduced | 270,757 | 6,796 | 3.22% | 3.73% | 238 | -20,724 | -7.11% | Q1 2026 | Apr 28, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 269,924 | 6,775 | 0.94% | 1.25% | 239 | -86,661 | -24.3% | Q1 2026 | May 04, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 267,869 | 6,723 | 0.54% | 0.58% | 240 | +379 | 0.14% | Q1 2026 | May 15, 2026 |
| Asset Allocation & Management Company, LLC | History | Added to | 262,123 | 6,579 | 2.44% | 2.51% | 241 | +21,867 | 9.1% | Q1 2026 | Apr 15, 2026 |
| Ellevest, Inc. | History | Added to | 261,911 | 6,573 | 0.91% | 0.94% | 242 | +2,275 | 0.88% | Q1 2026 | May 11, 2026 |
| MAIRS & POWER INC | History | No change | 261,246 | 6,557 | 0.07% | 0.07% | 243 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Graver Capital Management, LLC | History | Added to | 260,511 | 6,538 | 4.97% | 5.25% | 244 | +7,102 | 2.8% | Q1 2026 | Apr 23, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Reduced | 260,175 | 6,530 | 4.33% | 4.5% | 245 | -1,129 | -0.43% | Q1 2026 | May 18, 2026 |
| Parallel Advisors, LLC | History | Added to | 255,752 | 6,419 | 0.12% | 0.12% | 246 | +3,764 | 1.49% | Q1 2026 | May 07, 2026 |
| OneAscent Financial Services LLC | History | Added to | 251,465 | 6,311 | 0.34% | 0.55% | 247 | +24,540 | 10.81% | Q1 2026 | Apr 21, 2026 |
| Brio Consultants, LLC | History | Added to | 224,560 | 6,274 | 0.77% | 0.58% | 248 | +53,804 | 31.51% | Q1 2026 | May 06, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 247,893 | 6,222 | 1.63% | 1.45% | 249 | +1,764 | 0.72% | Q1 2026 | May 11, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 246,052 | 6,175 | 1.74% | 1.84% | 250 | +203 | 0.08% | Q1 2026 | May 01, 2026 |
| Clark Asset Management, LLC | History | Added to | 242,521 | 6,087 | 0.57% | 0.65% | 251 | +3,411 | 1.43% | Q1 2026 | Apr 16, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Reduced | 242,200 | 6,079 | 0.47% | 0.44% | 252 | -2,064 | -0.84% | Q1 2026 | May 13, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Reduced | 240,219 | 6,029 | 1.44% | 1.49% | 253 | -456 | -0.19% | Q1 2026 | May 08, 2026 |
| ProVise Management Group, LLC | History | Reduced | 239,383 | 6,008 | 0.43% | 0.46% | 254 | -8,676 | -3.5% | Q1 2026 | May 06, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 238,661 | 5,990 | 0.02% | 0.02% | 255 | -2,562 | -1.06% | Q1 2026 | May 15, 2026 |
| Firestone Capital Management | History | Reduced | 236,804 | 5,943 | 1.24% | 1.33% | 256 | -1,711 | -0.72% | Q1 2026 | May 08, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 236,587 | 5,938 | 2.8% | 3.07% | 257 | -15,411 | -6.12% | Q1 2026 | Apr 13, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 235,391 | 5,908 | 0.66% | 0.58% | 258 | +31,241 | 15.3% | Q1 2026 | Apr 24, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 235,377 | 5,907 | 0.01% | 0.01% | 259 | +1,819 | 0.78% | Q1 2026 | May 14, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 233,328 | 5,856 | 0.19% | 0.2% | 260 | +338 | 0.15% | Q1 2026 | May 15, 2026 |
| Asset Advisory Group, Inc. | History | Added to | 232,632 | 5,839 | 2.93% | 3.03% | 261 | +1,092 | 0.47% | Q1 2026 | Apr 16, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | No change | 228,179 | 5,727 | 3.79% | 4.04% | 262 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 228,098 | 5,725 | 0.79% | 0.82% | 263 | -1,782 | -0.78% | Q1 2026 | May 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 217,479 | 5,704 | 0.43% | 0.43% | 264 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 225,062 | 5,649 | 1.41% | 1.53% | 265 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 224,900 | 5,644 | 0.46% | 0.47% | 266 | +10,203 | 4.75% | Q1 2026 | May 06, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 222,657 | 5,588 | 0.15% | 0.19% | 267 | -4,753 | -2.09% | Q1 2026 | May 11, 2026 |
| Stratos Investment Management, LLC | History | Added to | 221,412 | 5,557 | 0.22% | 0.22% | 268 | +13,162 | 6.32% | Q1 2026 | Apr 28, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 220,856 | 5,543 | 0.18% | 0.16% | 269 | +28,154 | 14.61% | Q1 2026 | Apr 30, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 218,927 | 5,495 | 0.09% | 0.1% | 270 | -4,562 | -2.04% | Q1 2026 | May 04, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 218,459 | 5,483 | 2.78% | 2.33% | 271 | +67,306 | 44.53% | Q1 2026 | May 14, 2026 |
| ELCO Management Co., LLC | History | Added to | 213,156 | 5,350 | 2.57% | 3.29% | 272 | +14,281 | 7.18% | Q1 2026 | Apr 23, 2026 |
| Bawa N Mallick Trust | History | No change | 212,190 | 5,325 | 2.18% | 2.07% | 273 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 210,351 | 5,279 | 0.56% | 0.64% | 274 | -13,259 | -5.93% | Q1 2026 | Apr 28, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 208,481 | 5,232 | 0.04% | 0.03% | 275 | +101,016 | 94.0% | Q1 2026 | May 15, 2026 |
| Successful Portfolios LLC | History | Reduced | 208,779 | 5,220 | 2.88% | 3.04% | 276 | -14,095 | -6.32% | Q1 2026 | Apr 13, 2026 |
| Cordant, Inc. | History | Added to | 207,605 | 5,210 | 2.11% | 2.28% | 277 | +418 | 0.2% | Q1 2026 | Apr 13, 2026 |
| GeoWealth Management, LLC | History | Added to | 205,551 | 5,159 | 0.19% | 0.11% | 278 | +88,781 | 76.03% | Q1 2026 | May 13, 2026 |
| Aspiring Ventures, LLC | History | Added to | 205,494 | 5,157 | 1.56% | 1.77% | 279 | +7,019 | 3.54% | Q1 2026 | May 05, 2026 |
| MBA Advisors LLC | History | Added to | 203,364 | 5,104 | 1.96% | 1.97% | 280 | +17,112 | 9.19% | Q1 2026 | Apr 20, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 202,262 | 5,076 | 0.54% | 0.54% | 281 | +605 | 0.3% | Q1 2026 | Apr 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 200,538 | 5,033 | 0.01% | 0.01% | 282 | -4,973 | -2.42% | Q1 2026 | May 08, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Reduced | 198,650 | 4,986 | 0.21% | 0.23% | 283 | -926 | -0.46% | Q1 2026 | May 11, 2026 |
| Unify Financial Advisors | History | Reduced | 195,740 | 4,913 | 5.1% | 5.39% | 284 | -1,622 | -0.82% | Q1 2026 | Apr 23, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 195,168 | 4,898 | 0.08% | 0.09% | 285 | +9,197 | 4.95% | Q1 2026 | Apr 20, 2026 |
| Krilogy Financial LLC | History | Added to | 179,493 | 4,862 | 0.16% | 0.12% | 286 | +47,953 | 36.46% | Q1 2026 | Apr 17, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 192,626 | 4,834 | 0.08% | 0.08% | 287 | +22 | 0.01% | Q1 2026 | May 05, 2026 |
| Seed Wealth Management, Inc. | History | Reduced | 192,268 | 4,825 | 3.32% | 3.61% | 288 | -7,075 | -3.55% | Q1 2026 | Apr 08, 2026 |
| Chesapeake Wealth Management | History | Reduced | 191,976 | 4,818 | 1.48% | 1.52% | 289 | -2,206 | -1.14% | Q1 2026 | May 18, 2026 |
| NYL Investors LLC | History | Reduced | 191,050 | 4,795 | 1.81% | 1.78% | 290 | -8,514 | -4.27% | Q1 2026 | May 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 189,097 | 4,746 | 0.09% | 0.1% | 291 | -3,093 | -1.61% | Q1 2026 | Apr 14, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 188,401 | 4,728 | 0.45% | 0.47% | 292 | -1,260 | -0.66% | Q1 2026 | Apr 13, 2026 |
| Farnam Financial LLC | History | Reduced | 187,528 | 4,706 | 3.87% | 3.79% | 293 | -4,302 | -2.24% | Q1 2026 | Apr 27, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 179,229 | 4,701 | 0.36% | 0.36% | 294 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Avant Capital LLC | History | Reduced | 187,051 | 4,694 | 3.3% | 3.41% | 295 | -2,509 | -1.32% | Q1 2026 | May 12, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Added to | 186,262 | 4,675 | 0.82% | 1.05% | 296 | +1,426 | 0.77% | Q1 2026 | Apr 28, 2026 |
| Wealth Care LLC | History | New | 185,803 | 4,663 | 4.14% | — | 297 | +185,803 | New | Q1 2026 | Apr 24, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 184,252 | 4,624 | 0.47% | 0.57% | 298 | -17,508 | -8.68% | Q1 2026 | May 15, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 182,953 | 4,592 | 0.74% | 0.83% | 299 | -8,433 | -4.41% | Q1 2026 | Apr 07, 2026 |
| Arax Advisory Partners | History | Reduced | 182,454 | 4,579 | 0.13% | 0.14% | 300 | -1,116 | -0.61% | Q1 2026 | May 13, 2026 |
| Granite Investment Partners, LLC | History | Reduced | 181,793 | 4,563 | 0.28% | 0.29% | 301 | -3,000 | -1.62% | Q1 2026 | Apr 30, 2026 |
| Midwestern Financial, LLC /IA | History | Reduced | 180,295 | 4,525 | 3.56% | 4.04% | 302 | -5,693 | -3.06% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 179,621 | 4,508 | 0.01% | 0.01% | 303 | -6,891 | -3.69% | Q1 2026 | May 14, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 179,491 | 4,505 | 0.15% | 0.16% | 304 | -11,778 | -6.16% | Q1 2026 | May 14, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Reduced | 179,198 | 4,497 | 1.03% | 1.15% | 305 | -14,052 | -7.27% | Q1 2026 | Apr 16, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 179,107 | 4,495 | 3.48% | 3.65% | 306 | -180 | -0.1% | Q1 2026 | Apr 28, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 178,616 | 4,483 | 0.65% | 0.75% | 307 | -12,509 | -6.54% | Q1 2026 | Apr 21, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 178,494 | 4,480 | 0.01% | 0.01% | 308 | -14,095 | -7.32% | Q1 2026 | May 15, 2026 |
| Leo Wealth, LLC | History | Reduced | 178,226 | 4,473 | 0.32% | 0.34% | 309 | -770 | -0.43% | Q1 2026 | May 05, 2026 |
| Joule Financial, LLC | History | Reduced | 177,609 | 4,457 | 1.3% | 1.9% | 310 | -63,688 | -26.39% | Q1 2026 | Apr 14, 2026 |
| Pullen Investment Management, LLC | History | No change | 175,243 | 4,398 | 2.21% | 2.42% | 311 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 174,471 | 4,379 | 1.21% | 1.3% | 312 | -15,907 | -8.36% | Q1 2026 | May 11, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 174,184 | 4,372 | 1.48% | 1.61% | 313 | -16,166 | -8.49% | Q1 2026 | Apr 08, 2026 |
| Amicus Financial Advisors, LLC | History | Reduced | 173,548 | 4,356 | 1.2% | 1.28% | 314 | -1,854 | -1.06% | Q1 2026 | Apr 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 171,600 | 4,307 | 0.0% | 0.0% | 315 | -127,796 | -42.68% | Q1 2026 | May 15, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Added to | 168,123 | 4,219 | 0.17% | 0.16% | 316 | +762 | 0.46% | Q1 2026 | May 12, 2026 |
| SEEDS INVESTOR LLC | History | New | 155,335 | 4,166 | 0.57% | — | 317 | +155,335 | New | Q1 2026 | May 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 164,981 | 4,141 | 0.04% | 0.06% | 318 | -30,025 | -15.4% | Q1 2026 | May 13, 2026 |
| Opus Capital Group, LLC | History | Reduced | 164,514 | 4,129 | 0.44% | 0.47% | 319 | -267 | -0.16% | Q1 2026 | Apr 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 162,264 | 4,072 | 0.0% | 0.0% | 320 | +35,925 | 28.44% | Q1 2026 | May 08, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 162,115 | 4,069 | 0.92% | 0.99% | 321 | +899 | 0.56% | Q1 2026 | Apr 22, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 161,959 | 4,065 | 0.08% | 0.09% | 322 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 161,091 | 4,043 | 0.3% | 0.32% | 323 | +356 | 0.22% | Q1 2026 | Apr 20, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 158,011 | 3,966 | 0.21% | 0.21% | 324 | -5,937 | -3.62% | Q1 2026 | Apr 13, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 157,971 | 3,965 | 0.51% | 0.53% | 325 | -1,146 | -0.72% | Q1 2026 | May 07, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 157,286 | 3,947 | 0.58% | 0.74% | 326 | -27,684 | -14.97% | Q1 2026 | May 11, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 155,835 | 3,911 | 2.55% | 2.84% | 327 | -17,393 | -10.04% | Q1 2026 | Apr 21, 2026 |
| Avalon Advisory Group | History | Reduced | 155,123 | 3,893 | 1.57% | 1.69% | 328 | -2,686 | -1.7% | Q1 2026 | Apr 22, 2026 |
| Pathstone Holdings, LLC | History | Added to | 154,670 | 3,882 | 0.02% | 0.01% | 329 | +14,489 | 10.34% | Q1 2026 | May 11, 2026 |
| CRA Financial Services, LLC | History | Reduced | 154,250 | 3,871 | 0.5% | 0.56% | 330 | -9,128 | -5.59% | Q1 2026 | Apr 09, 2026 |
| Merit Financial Group, LLC | History | Added to | 152,290 | 3,822 | 0.03% | 0.03% | 331 | +230 | 0.15% | Q1 2026 | Apr 15, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 151,758 | 3,809 | 2.73% | 2.73% | 332 | -1,250 | -0.82% | Q1 2026 | May 12, 2026 |
| WealthCollab, LLC | History | Added to | 151,196 | 3,795 | 1.56% | 1.62% | 333 | +295 | 0.2% | Q1 2026 | May 13, 2026 |
| Dakota Wealth Management | History | Reduced | 150,638 | 3,781 | 0.08% | 0.07% | 334 | -362 | -0.24% | Q1 2026 | May 07, 2026 |
| Silver Oak Advisory Group, Inc. | History | Reduced | 150,176 | 3,769 | 1.63% | 1.81% | 335 | -2,858 | -1.87% | Q1 2026 | May 01, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 149,600 | 3,754 | 0.02% | 0.02% | 336 | -781 | -0.52% | Q1 2026 | May 14, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 146,331 | 3,672 | 0.3% | 0.35% | 337 | -3,595 | -2.4% | Q1 2026 | May 05, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 145,818 | 3,660 | 0.42% | 0.43% | 338 | -515 | -0.35% | Q1 2026 | May 11, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 145,657 | 3,655 | 0.75% | 0.84% | 339 | -9,756 | -6.28% | Q1 2026 | Apr 06, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 142,910 | 3,587 | 0.02% | 0.02% | 340 | -54,096 | -27.46% | Q1 2026 | May 14, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 142,838 | 3,585 | 0.53% | 0.7% | 341 | -2,165 | -1.49% | Q1 2026 | Apr 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 142,796 | 3,584 | 0.02% | 0.02% | 342 | +25,705 | 21.95% | Q1 2026 | May 13, 2026 |
| TRB Wealth Management, LLC | History | New | 141,500 | 3,551 | 0.5% | — | 344 | +141,500 | New | Q1 2026 | May 14, 2026 |
| Game Plan Financial Advisors, LLC | History | Added to | 141,491 | 3,551 | 1.6% | 1.49% | 343 | +96 | 0.07% | Q1 2026 | Apr 23, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 141,281 | 3,546 | 0.35% | 0.34% | 345 | +5,722 | 4.22% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 140,025 | 3,514 | 0.05% | 0.06% | 346 | -18,639 | -11.75% | Q1 2026 | Apr 07, 2026 |
| CIBC Bancorp USA Inc. | History | New | 138,452 | 3,511 | 0.0% | — | 347 | +138,452 | New | Q1 2026 | May 12, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 139,747 | 3,507 | 0.97% | 0.98% | 348 | +175 | 0.13% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 133,214 | 3,494 | 0.06% | 0.06% | 349 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| L. Roy Papp & Associates, LLP | History | Reduced | 138,988 | 3,488 | 0.4% | 0.41% | 350 | -3,371 | -2.37% | Q1 2026 | Apr 14, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 137,776 | 3,458 | 0.22% | 0.23% | 351 | -383 | -0.28% | Q1 2026 | Apr 27, 2026 |
| Flatrock Wealth Partners LLC | History | New | 137,288 | 3,445 | 1.55% | — | 352 | +137,288 | New | Q1 2026 | Apr 29, 2026 |
| SMITH, MOORE & CO. | History | Added to | 136,644 | 3,429 | 0.25% | 0.27% | 353 | +528 | 0.39% | Q1 2026 | May 05, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 135,393 | 3,398 | 0.1% | 0.1% | 354 | +94 | 0.07% | Q1 2026 | Apr 29, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 135,029 | 3,389 | 0.66% | 0.68% | 355 | -1,264 | -0.93% | Q1 2026 | Apr 16, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Reduced | 134,476 | 3,375 | 1.59% | 1.44% | 356 | -5,226 | -3.74% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 127,348 | 3,340 | 0.11% | 0.11% | 357 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 132,596 | 3,328 | 0.12% | 0.15% | 358 | -22,323 | -14.41% | Q1 2026 | Apr 28, 2026 |
| Cypress Point Wealth Management, LLC | History | Reduced | 132,205 | 3,318 | 0.71% | 0.79% | 359 | -5,367 | -3.9% | Q1 2026 | Apr 13, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 131,906 | 3,310 | 0.49% | 0.55% | 360 | -11,366 | -7.93% | Q1 2026 | Apr 09, 2026 |
| PFG Advisors | History | Reduced | 131,861 | 3,309 | 0.16% | 0.17% | 361 | -3,695 | -2.73% | Q1 2026 | May 05, 2026 |
| Asset Dedication, LLC | History | No change | 125,424 | 3,289 | 0.22% | 0.22% | 362 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 130,705 | 3,280 | 0.14% | 0.13% | 363 | +384 | 0.29% | Q1 2026 | Apr 13, 2026 |
| Long Island Wealth Management, Inc. | History | Reduced | 130,116 | 3,265 | 1.51% | 2.11% | 364 | -40,291 | -23.64% | Q1 2026 | Apr 21, 2026 |
| Whitegate Investment Counselors, Inc. | History | Added to | 128,422 | 3,223 | 1.02% | 0.99% | 365 | +7,998 | 6.64% | Q1 2026 | Apr 27, 2026 |
| Planned Solutions, Inc. | History | Added to | 128,164 | 3,216 | 1.05% | 1.05% | 366 | +3,586 | 2.88% | Q1 2026 | Apr 09, 2026 |
| MCF Advisors LLC | History | Added to | 127,149 | 3,191 | 0.14% | 0.07% | 367 | +82,063 | 182.01% | Q1 2026 | May 11, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Reduced | 126,874 | 3,184 | 1.49% | 1.58% | 368 | -532 | -0.42% | Q1 2026 | May 14, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 125,363 | 3,146 | 1.24% | 1.35% | 370 | -2,508 | -1.96% | Q1 2026 | Apr 08, 2026 |
| Intrua Financial, LLC | History | Reduced | 125,345 | 3,146 | 0.32% | 0.35% | 369 | -197 | -0.16% | Q1 2026 | Apr 23, 2026 |
| Cross Staff Investments Inc | History | Added to | 124,540 | 3,125 | 1.58% | 1.78% | 371 | +1,004 | 0.81% | Q1 2026 | Apr 23, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 123,751 | 3,106 | 0.15% | 0.18% | 372 | -13,828 | -10.05% | Q1 2026 | May 07, 2026 |
| Sachetta, LLC | History | Reduced | 122,074 | 3,064 | 1.66% | 1.75% | 373 | -81 | -0.07% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 121,921 | 3,060 | 0.0% | 0.0% | 374 | +621 | 0.51% | Q1 2026 | May 13, 2026 |
| Archer Investment Management, LLC | History | Reduced | 121,697 | 3,054 | 1.28% | 1.92% | 375 | -14,711 | -10.78% | Q1 2026 | Apr 08, 2026 |
| Advisory Alpha, LLC | History | Added to | 121,178 | 3,041 | 0.08% | 0.07% | 376 | +27,351 | 29.15% | Q1 2026 | May 14, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 120,960 | 3,036 | 0.99% | 1.02% | 378 | +5,019 | 4.33% | Q1 2026 | Apr 24, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 120,977 | 3,036 | 0.45% | 0.46% | 377 | +228 | 0.19% | Q1 2026 | Apr 21, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 120,480 | 3,024 | 0.68% | 0.76% | 379 | -270 | -0.22% | Q1 2026 | May 14, 2026 |
| Triangle Securities Wealth Management | History | Reduced | 120,443 | 3,023 | 0.69% | 0.67% | 380 | -133 | -0.11% | Q1 2026 | Apr 20, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 119,640 | 3,002 | 2.84% | — | 381 | +119,640 | New | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Reduced | 119,573 | 3,001 | 0.04% | 0.04% | 382 | -11,223 | -8.58% | Q1 2026 | May 12, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 119,004 | 2,987 | 0.01% | — | 383 | +119,004 | New | Q1 2026 | May 12, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 118,898 | 2,984 | 0.37% | 0.38% | 384 | -817 | -0.68% | Q1 2026 | Apr 10, 2026 |
| BCS Wealth Management | History | Reduced | 118,319 | 2,969 | 0.61% | 0.71% | 385 | -151,563 | -56.16% | Q1 2026 | Apr 17, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 117,825 | 2,957 | 1.06% | 1.09% | 386 | +6 | 0.01% | Q1 2026 | Apr 14, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 116,811 | 2,931 | 0.79% | 0.62% | 387 | +31,464 | 36.87% | Q1 2026 | May 12, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 116,155 | 2,915 | 1.02% | 1.17% | 388 | +1,522 | 1.33% | Q1 2026 | Apr 21, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 115,839 | 2,907 | 0.06% | 0.06% | 389 | +3,320 | 2.95% | Q1 2026 | May 15, 2026 |
| Peachtree Investment Partners, LLC | History | Added to | 115,637 | 2,902 | 1.11% | 0.66% | 390 | +39,696 | 52.27% | Q1 2026 | May 08, 2026 |
| Ridgewood Investments LLC | History | New | 114,815 | 2,881 | 1.18% | — | 391 | +114,815 | New | Q1 2026 | Apr 03, 2026 |
| Foster Group, Inc. | History | Added to | 114,688 | 2,878 | 0.09% | 0.08% | 392 | +11,818 | 11.49% | Q1 2026 | Apr 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 109,644 | 2,875 | 0.19% | 0.19% | 393 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 109,220 | 2,864 | 1.76% | 1.76% | 394 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 114,088 | 2,863 | 0.61% | 0.65% | 395 | -2,592 | -2.22% | Q1 2026 | May 05, 2026 |
| LINCOLN CAPITAL CORP | History | Added to | 114,036 | 2,862 | 1.05% | 1.05% | 396 | +1,388 | 1.23% | Q1 2026 | Apr 16, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 112,886 | 2,833 | 0.99% | 1.02% | 397 | -3,232 | -2.78% | Q1 2026 | Apr 20, 2026 |
| Financial Designs Corp | History | Reduced | 112,423 | 2,821 | 1.57% | 1.74% | 398 | -4,683 | -4.0% | Q1 2026 | Apr 16, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 112,371 | 2,820 | 0.06% | 0.06% | 399 | +3,523 | 3.24% | Q1 2026 | May 15, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 112,248 | 2,817 | 1.08% | 1.12% | 400 | +1,500 | 1.35% | Q1 2026 | Apr 22, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 110,843 | 2,782 | 0.12% | 0.13% | 401 | +1,018 | 0.93% | Q1 2026 | May 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 110,549 | 2,774 | 0.92% | 1.01% | 402 | -5,386 | -4.65% | Q1 2026 | Apr 09, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 69,206,449 | 2,757 | 0.11% | 2.23% | 403 | +66,580,096 | 2535.08% | Q1 2026 | May 15, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 109,528 | 2,749 | 1.84% | 2.02% | 404 | -1,312 | -1.18% | Q1 2026 | Apr 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 109,319 | 2,743 | 0.08% | 0.08% | 405 | -5,761 | -5.01% | Q1 2026 | Apr 28, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 108,801 | 2,730 | 0.15% | 0.16% | 406 | +492 | 0.45% | Q1 2026 | May 06, 2026 |
| Gleason Group, Inc. | History | Added to | 107,592 | 2,700 | 0.27% | 0.28% | 407 | +401 | 0.37% | Q1 2026 | May 04, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 106,928 | 2,683 | 0.33% | 0.4% | 408 | -3,795 | -3.43% | Q1 2026 | Apr 21, 2026 |
| RVW Wealth, LLC | History | Reduced | 106,830 | 2,681 | 0.21% | 0.27% | 409 | -29,032 | -21.37% | Q1 2026 | Apr 08, 2026 |
| Farrow Financial, Inc. | History | Added to | 106,388 | 2,670 | 1.52% | 1.25% | 410 | +23,103 | 27.74% | Q1 2026 | May 01, 2026 |
| Wealth Group Ltd | History | Reduced | 105,459 | 2,647 | 0.6% | 0.65% | 411 | -5,595 | -5.04% | Q1 2026 | Apr 10, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 105,412 | 2,645 | 0.19% | 0.19% | 412 | -113 | -0.11% | Q1 2026 | Apr 10, 2026 |
| Elser Financial Planning, Inc | History | Reduced | 104,795 | 2,630 | 0.13% | 2.0% | 413 | -552 | -0.52% | Q1 2026 | Apr 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 380,770 | 2,627 | 0.12% | 0.05% | 414 | -110,919 | -22.56% | Q1 2026 | May 15, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 104,394 | 2,620 | 1.58% | 1.81% | 415 | -11,526 | -9.94% | Q1 2026 | Apr 22, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 104,195 | 2,615 | 0.03% | 0.03% | 416 | -571 | -0.55% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 103,898 | 2,607 | 0.1% | 0.08% | 417 | +40,608 | 64.16% | Q1 2026 | May 19, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Reduced | 103,638 | 2,601 | 0.09% | 0.1% | 418 | -5,930 | -5.41% | Q1 2026 | Apr 24, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 103,050 | 2,586 | 1.2% | 1.15% | 419 | +1,899 | 1.88% | Q1 2026 | May 04, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 102,911 | 2,583 | 1.21% | 1.16% | 420 | +10,797 | 11.72% | Q1 2026 | Apr 24, 2026 |
| American Investment Services, Inc. | History | Reduced | 102,885 | 2,582 | 0.58% | 0.7% | 421 | -11,726 | -10.23% | Q1 2026 | May 13, 2026 |
| Boltwood Capital Management | History | Reduced | 102,795 | 2,580 | 0.66% | 0.7% | 422 | -511 | -0.49% | Q1 2026 | Apr 07, 2026 |
| Ironwood Wealth Management, LLC. | History | Reduced | 101,737 | 2,553 | 0.73% | 0.8% | 423 | -2,194 | -2.11% | Q1 2026 | Apr 23, 2026 |
| Values Added Financial LLC | History | Added to | 101,399 | 2,545 | 1.07% | 1.12% | 424 | +5 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Dorato Capital Management | History | Added to | 97,061 | 2,535 | 1.87% | 1.88% | 425 | +3,351 | 3.58% | Q1 2026 | Apr 09, 2026 |
| Independent Advisor Alliance | History | Reduced | 100,725 | 2,528 | 0.03% | 0.12% | 426 | -89,657 | -47.09% | Q1 2026 | May 12, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 100,362 | 2,519 | 0.15% | 0.16% | 427 | +1,008 | 1.01% | Q1 2026 | May 13, 2026 |
| Elm Partners Management LLC | History | Reduced | 103,002 | 2,512 | 0.11% | 0.13% | 428 | -3,825 | -3.58% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 100,000 | 2,510 | 0.0% | 0.0% | 429 | +45,000 | 81.82% | Q1 2026 | May 15, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 99,349 | 2,493 | 0.51% | 0.56% | 430 | -1,779 | -1.76% | Q1 2026 | Apr 23, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 98,628 | 2,475 | 0.48% | 0.62% | 431 | -22,635 | -18.67% | Q1 2026 | May 05, 2026 |
| Csenge Advisory Group | History | Added to | 98,431 | 2,470 | 0.11% | 0.12% | 432 | +1,431 | 1.48% | Q1 2026 | Apr 30, 2026 |
| Red Tortoise LLC | History | Reduced | 98,340 | 2,468 | 1.03% | 1.14% | 434 | -3,833 | -3.75% | Q1 2026 | Apr 21, 2026 |
| Jackson Hole Capital Partners, LLC | History | Reduced | 98,358 | 2,468 | 0.41% | 0.45% | 433 | -1,091 | -1.1% | Q1 2026 | May 08, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 97,666 | 2,451 | 0.14% | 0.15% | 435 | -1,138 | -1.15% | Q1 2026 | Apr 20, 2026 |
| Mason & Associates, LLC | History | Reduced | 97,029 | 2,435 | 0.56% | 0.58% | 436 | -2 | -0.0% | Q1 2026 | Apr 21, 2026 |
| Prospera Financial Services Inc | History | Added to | 96,864 | 2,432 | 0.04% | 0.04% | 437 | +7,384 | 8.25% | Q1 2026 | Apr 14, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 96,394 | 2,419 | 1.06% | 1.05% | 438 | +9,719 | 11.21% | Q1 2026 | Apr 22, 2026 |
| Great Waters Wealth Management | History | Reduced | 95,262 | 2,391 | 0.25% | 0.28% | 439 | -452 | -0.47% | Q1 2026 | Apr 17, 2026 |
| Essex LLC | History | Reduced | 94,306 | 2,367 | 0.42% | 0.44% | 440 | -188 | -0.2% | Q1 2026 | Apr 24, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 94,111 | 2,362 | 0.02% | 0.03% | 441 | -2,241 | -2.33% | Q1 2026 | Apr 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 93,707 | 2,352 | 0.14% | 0.16% | 442 | -2,865 | -2.97% | Q1 2026 | May 12, 2026 |
| Indivisible Partners | History | Reduced | 92,333 | 2,317 | 0.21% | 0.27% | 443 | -1,432 | -1.53% | Q1 2026 | Apr 30, 2026 |
| One Capital Management, LLC | History | Added to | 91,802 | 2,304 | 0.06% | 0.06% | 444 | +16,282 | 21.56% | Q1 2026 | May 12, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 91,688 | 2,301 | 0.46% | 0.48% | 445 | +798 | 0.88% | Q1 2026 | May 12, 2026 |
| Asset Management Group, Inc. | History | Reduced | 91,489 | 2,296 | 0.37% | 0.4% | 446 | -3,714 | -3.9% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Added to | 91,415 | 2,294 | 0.05% | 0.05% | 447 | +686 | 0.76% | Q1 2026 | May 15, 2026 |
| Operose Advisors LLC | History | Added to | 91,062 | 2,285 | 0.53% | 0.53% | 448 | +3,801 | 4.36% | Q1 2026 | May 12, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 90,582 | 2,273 | 0.18% | 0.26% | 449 | -41,354 | -31.34% | Q1 2026 | Apr 17, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 90,299 | 2,266 | 1.23% | 1.29% | 450 | +119 | 0.13% | Q1 2026 | May 12, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Added to | 89,859 | 2,255 | 0.72% | 0.7% | 451 | +9,303 | 11.55% | Q1 2026 | Apr 21, 2026 |
| SpringVest Wealth Management LLC | History | Added to | 89,541 | 2,247 | 1.53% | 1.56% | 452 | +3,964 | 4.63% | Q1 2026 | Apr 21, 2026 |
| Geometric Wealth Advisors | History | Reduced | 89,306 | 2,241 | 0.28% | 0.3% | 453 | -1,065 | -1.18% | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 88,794 | 2,228 | 0.04% | 0.04% | 454 | +2,119 | 2.44% | Q1 2026 | Apr 10, 2026 |
| Texas Yale Capital Corp. | History | No change | 88,351 | 2,217 | 0.06% | 0.07% | 455 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Weaver Capital Management LLC | History | Reduced | 88,190 | 2,213 | 0.48% | 0.49% | 456 | -83 | -0.09% | Q1 2026 | Apr 17, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 88,060 | 2,210 | 0.03% | 0.03% | 457 | -307 | -0.35% | Q1 2026 | May 06, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 88,047 | 2,209 | 0.43% | 0.48% | 458 | -7,129 | -7.49% | Q1 2026 | May 13, 2026 |
| Hendershot Investments Inc. | History | Added to | 87,244 | 2,189 | 0.29% | 0.29% | 459 | +1,528 | 1.78% | Q1 2026 | Apr 27, 2026 |
| GM Advisory Group, LLC | History | New | 86,934 | 2,182 | 0.08% | — | 460 | +86,934 | New | Q1 2026 | Apr 28, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 86,775 | 2,178 | 0.05% | 0.04% | 462 | +16,547 | 23.56% | Q1 2026 | Apr 29, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 86,806 | 2,178 | 0.03% | 0.03% | 461 | +2,768 | 3.29% | Q1 2026 | Apr 21, 2026 |
| Callahan Advisors, LLC | History | Added to | 86,689 | 2,175 | 0.18% | 0.17% | 463 | +9,460 | 12.25% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 86,460 | 2,170 | 0.02% | 0.03% | 464 | -75,586 | -46.64% | Q1 2026 | May 13, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Reduced | 85,987 | 2,158 | 0.49% | 0.51% | 465 | -1,291 | -1.48% | Q1 2026 | Apr 15, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 85,557 | 2,147 | 0.17% | 0.19% | 466 | -396 | -0.46% | Q1 2026 | Apr 22, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 85,169 | 2,138 | 0.0% | 0.0% | 467 | -6,861 | -7.46% | Q1 2026 | May 13, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 85,074 | 2,135 | 0.24% | 0.23% | 468 | -1,005 | -1.17% | Q1 2026 | Apr 15, 2026 |
| WEIK CAPITAL MANAGEMENT | History | Added to | 85,055 | 2,134 | 0.85% | 0.81% | 469 | +2,950 | 3.59% | Q1 2026 | May 12, 2026 |
| Barden Capital Management, Inc. | History | Reduced | 84,982 | 2,133 | 1.82% | 1.89% | 471 | -2,612 | -2.98% | Q1 2026 | Apr 07, 2026 |
| TRUST CO OF VERMONT | History | No change | 81,336 | 2,133 | 0.09% | 0.09% | 470 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HOWE & RUSLING INC | History | Reduced | 84,967 | 2,132 | 0.14% | 0.15% | 472 | -3,225 | -3.66% | Q1 2026 | Apr 28, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 84,469 | 2,120 | 0.03% | 0.03% | 473 | -24,780 | -22.68% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 80,625 | 2,114 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CX Institutional | History | Reduced | 83,701 | 2,101 | 0.06% | 0.1% | 476 | -44,443 | -34.68% | Q1 2026 | Apr 06, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 83,729 | 2,101 | 0.27% | 0.28% | 475 | +9 | 0.01% | Q1 2026 | May 07, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 83,157 | 2,087 | 0.0% | 0.0% | 477 | -456 | -0.55% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 82,896 | 2,080 | 0.06% | 0.06% | 478 | +1,037 | 1.27% | Q1 2026 | May 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 82,841 | 2,079 | 0.01% | 0.01% | 479 | -9,150 | -9.95% | Q1 2026 | Apr 24, 2026 |
| Adams Wealth Management | History | Added to | 82,652 | 2,074 | 0.46% | 0.45% | 480 | +2,326 | 2.9% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Added to | 82,652 | 2,074 | 0.4% | 0.39% | 481 | +2,326 | 2.9% | Q1 2026 | May 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 82,559 | 2,072 | 0.1% | 0.09% | 482 | +10,543 | 14.64% | Q1 2026 | Apr 28, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 82,473 | 2,070 | 0.03% | 0.03% | 483 | +1,511 | 1.87% | Q1 2026 | Apr 27, 2026 |
| Selective Wealth Management, Inc. | History | No change | 73,712 | 2,022 | 0.6% | 0.62% | 484 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 79,529 | 2,014 | 0.06% | — | 485 | +79,529 | New | Q1 2026 | Apr 08, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 80,042 | 2,009 | 0.0% | 0.0% | 486 | -4,024 | -4.79% | Q1 2026 | May 05, 2026 |
| Clear Retirement Advice LLC | History | Added to | 79,917 | 2,005 | 1.57% | 1.47% | 487 | +8,258 | 11.52% | Q1 2026 | Apr 28, 2026 |
| ASPIRIANT, LLC | History | No change | 79,715 | 2,000 | 0.06% | 0.06% | 488 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Van Cleef Asset Management,Inc | History | Reduced | 79,668 | 1,999 | 0.22% | 0.23% | 489 | -5,125 | -6.04% | Q1 2026 | May 01, 2026 |
| Souders Financial Advisors | History | Reduced | 79,638 | 1,998 | 0.23% | 0.27% | 491 | -11,007 | -12.14% | Q1 2026 | May 04, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 76,210 | 1,998 | 0.01% | 0.01% | 490 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 78,389 | 1,967 | 0.05% | 0.05% | 492 | +3,113 | 4.14% | Q1 2026 | May 15, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 78,000 | 1,957 | 0.13% | — | 493 | +78,000 | New | Q1 2026 | May 08, 2026 |
| Regent Peak Wealth Advisors LLC | History | Added to | 77,692 | 1,950 | 0.4% | 0.4% | 494 | +431 | 0.56% | Q1 2026 | Apr 14, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 77,572 | 1,947 | 0.24% | 0.25% | 495 | +1,039 | 1.36% | Q1 2026 | May 06, 2026 |
| Modus Advisors, LLC | History | Reduced | 76,678 | 1,924 | 0.53% | 0.53% | 496 | -606 | -0.78% | Q1 2026 | May 04, 2026 |
| Exchange Bank | History | Reduced | 76,500 | 1,920 | 1.33% | 1.4% | 497 | -600 | -0.78% | Q1 2026 | Apr 08, 2026 |
| SJBENEN ADVISORY, LLC | History | Reduced | 76,428 | 1,918 | 1.6% | 2.57% | 498 | -28,715 | -27.31% | Q1 2026 | Apr 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 75,144 | 1,886 | 0.03% | 0.02% | 499 | +35,829 | 91.13% | Q1 2026 | May 18, 2026 |
| Curi Capital, LLC | History | Added to | 75,122 | 1,885 | 0.03% | 0.03% | 500 | +624 | 0.84% | Q1 2026 | May 15, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 74,975 | 1,881 | 0.1% | 0.19% | 501 | -65,183 | -46.51% | Q1 2026 | Apr 29, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 74,647 | 1,873 | 0.03% | 0.03% | 502 | -1,367 | -1.8% | Q1 2026 | Apr 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 74,568 | 1,871 | 0.02% | 0.02% | 503 | +19,637 | 35.75% | Q1 2026 | Apr 20, 2026 |
| Luminvest Wealth Management LLC | History | Reduced | 74,021 | 1,857 | 0.49% | 0.54% | 504 | -410 | -0.55% | Q1 2026 | May 01, 2026 |
| Fisher Asset Management, LLC | History | Added to | 73,863 | 1,853 | 0.0% | 0.0% | 505 | +61,913 | 518.1% | Q1 2026 | May 05, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Added to | 73,715 | 1,850 | 0.28% | 0.24% | 506 | +300 | 0.41% | Q1 2026 | May 01, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 73,080 | 1,834 | 0.73% | 0.89% | 507 | -13,362 | -15.46% | Q1 2026 | Apr 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 71,991 | 1,806 | 0.02% | 0.02% | 508 | +8,246 | 12.94% | Q1 2026 | Apr 20, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 71,908 | 1,804 | 0.01% | 0.01% | 509 | +254 | 0.35% | Q1 2026 | May 05, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 71,391 | 1,791 | 0.05% | 0.06% | 510 | -3,518 | -4.7% | Q1 2026 | May 05, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 67,978 | 1,783 | 0.26% | 0.26% | 511 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 70,631 | 1,772 | 0.03% | 0.02% | 512 | +14,600 | 26.06% | Q1 2026 | Apr 27, 2026 |
| Creegan & Nassoura Financial Group, LLC | History | No change | 67,120 | 1,760 | 1.14% | 1.14% | 513 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 69,974 | 1,756 | 0.37% | 0.38% | 514 | -95 | -0.14% | Q1 2026 | Apr 13, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 69,952 | 1,755 | 0.19% | 0.21% | 515 | -1,054 | -1.48% | Q1 2026 | Apr 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 69,915 | 1,754 | 0.13% | 0.14% | 516 | -5,810 | -7.67% | Q1 2026 | Apr 20, 2026 |
| Axos Invest Inc. | History | Reduced | 69,850 | 1,753 | 1.32% | 1.8% | 517 | -23,509 | -25.18% | Q1 2026 | May 12, 2026 |
| WFA of San Diego, LLC | History | Reduced | 69,642 | 1,748 | 1.4% | 1.42% | 518 | -4,464 | -6.02% | Q1 2026 | May 11, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 69,550 | 1,745 | 0.45% | 0.47% | 519 | +324 | 0.47% | Q1 2026 | Apr 15, 2026 |
| North Forty Two & Co. | History | Added to | 69,099 | 1,734 | 1.6% | 1.71% | 520 | +107 | 0.16% | Q1 2026 | Apr 21, 2026 |
| VANGUARD ADVISERS INC | History | New | 68,831 | 1,727 | 0.01% | — | 521 | +68,831 | New | Q1 2026 | May 08, 2026 |
| Fiduciary Group, LLC | History | Reduced | 68,702 | 1,724 | 0.15% | 0.16% | 522 | -1,885 | -2.67% | Q1 2026 | May 11, 2026 |
| Eley Financial Management, Inc | History | Added to | 68,231 | 1,712 | 0.62% | 0.64% | 523 | +156 | 0.23% | Q1 2026 | May 19, 2026 |
| Bogart Wealth, LLC | History | Added to | 68,100 | 1,709 | 0.07% | 0.06% | 524 | +9,097 | 15.42% | Q1 2026 | Apr 28, 2026 |
| Diversified Trust Co | History | Added to | 68,076 | 1,708 | 0.03% | 0.02% | 525 | +31,728 | 87.29% | Q1 2026 | Apr 16, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 67,823 | 1,702 | 0.58% | 0.63% | 527 | -1,408 | -2.03% | Q1 2026 | May 04, 2026 |
| VANGUARD GROUP INC | History | No change | 64,910 | 1,702 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CMH Wealth Management LLC | History | New | 67,270 | 1,688 | 0.29% | — | 529 | +67,270 | New | Q1 2026 | Apr 13, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 67,263 | 1,688 | 0.04% | 0.04% | 528 | -799 | -1.17% | Q1 2026 | May 13, 2026 |
| waypoint wealth counsel | History | Reduced | 66,985 | 1,681 | 0.87% | 0.99% | 530 | -36,323 | -35.16% | Q1 2026 | Apr 23, 2026 |
| Sunpointe, LLC | History | Added to | 67,012 | 1,681 | 0.55% | 0.28% | 531 | +34,398 | 105.47% | Q1 2026 | Apr 21, 2026 |
| S.A. Mason LLC | History | Reduced | 66,845 | 1,677 | 0.63% | 0.7% | 532 | -285 | -0.42% | Q1 2026 | Apr 27, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 66,819 | 1,677 | 0.22% | 0.24% | 533 | +70 | 0.1% | Q1 2026 | Apr 27, 2026 |
| Missouri Trust & Investment Co | History | Added to | 65,645 | 1,647 | 0.48% | 0.49% | 534 | +1,655 | 2.59% | Q1 2026 | May 14, 2026 |
| CGN Advisors LLC | History | Reduced | 65,359 | 1,640 | 0.13% | 0.14% | 535 | -1,837 | -2.73% | Q1 2026 | Apr 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 64,507 | 1,619 | 0.02% | 0.0% | 536 | +54,265 | 529.83% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 64,223 | 1,612 | 0.03% | 0.03% | 537 | -1,108 | -1.7% | Q1 2026 | May 14, 2026 |
| Blossom Wealth Management | History | Added to | 64,166 | 1,610 | 2.39% | 2.67% | 538 | +2,371 | 3.84% | Q1 2026 | Apr 28, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 63,513 | 1,594 | 0.14% | 0.14% | 539 | +2,361 | 3.86% | Q1 2026 | Apr 30, 2026 |
| BSW Wealth Partners | History | Reduced | 63,496 | 1,593 | 0.19% | 0.2% | 540 | -97 | -0.15% | Q1 2026 | Apr 14, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 63,216 | 1,586 | 0.21% | 0.3% | 541 | -22,079 | -25.89% | Q1 2026 | Apr 07, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 60,315 | 1,582 | 0.1% | 0.1% | 542 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 62,979 | 1,580 | 0.01% | 0.01% | 543 | -4,821 | -7.11% | Q1 2026 | May 08, 2026 |
| RKL Wealth Management LLC | History | Reduced | 62,923 | 1,579 | 0.14% | 0.14% | 544 | -2,931 | -4.45% | Q1 2026 | Apr 24, 2026 |
| Advisory Services Network, LLC | History | Added to | 62,672 | 1,573 | 0.02% | 0.02% | 545 | +1,727 | 2.83% | Q1 2026 | May 15, 2026 |
| LexAurum Advisors, LLC | History | New | 62,541 | 1,569 | 0.2% | — | 546 | +62,541 | New | Q1 2026 | Apr 13, 2026 |
| Envision Financial LLC | History | Added to | 62,212 | 1,561 | 0.84% | 0.7% | 547 | +11,647 | 23.03% | Q1 2026 | Apr 16, 2026 |
| Lionshead Wealth Management, LLC | History | Added to | 61,656 | 1,547 | 1.14% | 0.92% | 548 | +15,000 | 32.15% | Q1 2026 | May 11, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 61,451 | 1,542 | 0.1% | 0.16% | 549 | -5,780 | -8.6% | Q1 2026 | May 07, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 61,200 | 1,536 | 0.2% | 0.2% | 550 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| REDW Wealth LLC | History | Reduced | 61,041 | 1,532 | 0.61% | 0.61% | 551 | -122 | -0.2% | Q1 2026 | May 07, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 62,775 | 1,531 | 0.06% | 0.05% | 552 | +10,499 | 20.08% | Q1 2026 | May 15, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 59,609 | 1,496 | 0.04% | 0.04% | 553 | -2,917 | -4.67% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 59,137 | 1,484 | 0.0% | — | 554 | +59,137 | New | Q1 2026 | May 14, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 58,964 | 1,479 | 0.79% | 0.85% | 555 | -1,556 | -2.57% | Q1 2026 | Apr 16, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 58,736 | 1,474 | 0.0% | 0.0% | 556 | +18,398 | 45.61% | Q1 2026 | May 01, 2026 |
| Wealth Architects, LLC | History | Added to | 58,610 | 1,471 | 0.13% | 0.13% | 557 | +1,653 | 2.9% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 58,228 | 1,461 | 0.02% | 0.02% | 558 | -8,217 | -12.37% | Q1 2026 | Apr 08, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 57,812 | 1,451 | 0.01% | 0.01% | 559 | +2,944 | 5.37% | Q1 2026 | May 05, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | Reduced | 57,722 | 1,448 | 0.07% | 0.1% | 560 | -32,430 | -35.97% | Q1 2026 | May 15, 2026 |
| Northern Lights Advisors, Inc. | History | Added to | 57,455 | 1,442 | 0.98% | 1.03% | 561 | +8 | 0.01% | Q1 2026 | Apr 21, 2026 |
| Main Street Group, LTD | History | Reduced | 57,384 | 1,440 | 0.42% | 0.6% | 562 | -9,489 | -14.19% | Q1 2026 | May 06, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 52,350 | 1,436 | 0.03% | 0.05% | 563 | +13,006 | 33.06% | Q1 2026 | May 01, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 57,249 | 1,436 | 0.75% | 0.82% | 564 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 57,176 | 1,435 | 0.68% | 0.76% | 565 | -100 | -0.17% | Q1 2026 | May 01, 2026 |
| COMMERCE BANK | History | Added to | 56,802 | 1,425 | 0.01% | 0.0% | 566 | +44,127 | 348.14% | Q1 2026 | May 11, 2026 |
| RMG Wealth Management LLC | History | Reduced | 50,005 | 1,424 | 0.16% | 0.19% | 567 | -5,955 | -10.64% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Reduced | 56,582 | 1,420 | 0.05% | 0.05% | 568 | -1,389 | -2.4% | Q1 2026 | May 15, 2026 |
| BAILARD, INC. | History | Reduced | 56,274 | 1,412 | 0.03% | 0.03% | 569 | -2,534 | -4.31% | Q1 2026 | May 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 55,500 | 1,393 | 0.02% | 0.02% | 570 | +1,952 | 3.65% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 55,425 | 1,391 | 0.05% | 0.05% | 571 | +1,145 | 2.11% | Q1 2026 | Apr 07, 2026 |
| Morling Financial Advisors, LLC | History | Reduced | 55,361 | 1,389 | 0.43% | 0.47% | 572 | -1,531 | -2.69% | Q1 2026 | May 06, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 55,366 | 1,389 | 0.17% | 0.18% | 573 | -306 | -0.55% | Q1 2026 | May 04, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 55,028 | 1,381 | 0.14% | 0.15% | 574 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 54,920 | 1,378 | 0.26% | 0.3% | 575 | -844 | -1.51% | Q1 2026 | Apr 20, 2026 |
| Provident Living Financial Services, Inc. | History | Added to | 54,785 | 1,375 | 1.52% | 1.41% | 576 | +13 | 0.02% | Q1 2026 | May 13, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Reduced | 54,723 | 1,373 | 0.06% | 0.07% | 577 | -10,658 | -16.3% | Q1 2026 | Apr 29, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 54,614 | 1,370 | 0.23% | 0.24% | 578 | +3,382 | 6.6% | Q1 2026 | Apr 30, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 54,537 | 1,368 | 0.65% | 0.66% | 579 | +316 | 0.58% | Q1 2026 | May 15, 2026 |
| PDS Planning, Inc | History | Added to | 54,220 | 1,360 | 0.09% | 0.09% | 580 | +99 | 0.18% | Q1 2026 | Apr 21, 2026 |
| Freedom Financial Partners LLC | History | Reduced | 53,140 | 1,333 | 0.47% | 0.52% | 581 | -1,537 | -2.81% | Q1 2026 | Apr 16, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 53,104 | 1,332 | 0.26% | 0.27% | 582 | +1,093 | 2.1% | Q1 2026 | May 07, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 52,916 | 1,328 | 0.18% | 0.19% | 583 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 52,546 | 1,318 | 0.48% | 0.52% | 584 | -153 | -0.29% | Q1 2026 | Apr 09, 2026 |
| Seascape Capital Management | History | Added to | 52,234 | 1,311 | 0.38% | 0.39% | 585 | +201 | 0.39% | Q1 2026 | Apr 28, 2026 |
| KLCM Advisors, Inc. | History | Added to | 51,631 | 1,295 | 0.11% | 0.11% | 586 | +2,272 | 4.6% | Q1 2026 | Apr 30, 2026 |
| Hurley Capital, LLC | History | Added to | 51,361 | 1,289 | 0.69% | 0.73% | 587 | +1,757 | 3.54% | Q1 2026 | May 06, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 51,316 | 1,288 | 0.04% | 0.04% | 588 | -2,224 | -4.15% | Q1 2026 | May 04, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 50,619 | 1,270 | 0.53% | 0.56% | 589 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 50,089 | 1,257 | 0.37% | 0.4% | 590 | -923 | -1.81% | Q1 2026 | Apr 30, 2026 |
| Greenspring Advisors, LLC | History | Added to | 49,852 | 1,251 | 0.08% | 0.08% | 591 | +1,772 | 3.69% | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Added to | 48,801 | 1,224 | 0.01% | 0.01% | 592 | +13,165 | 36.94% | Q1 2026 | May 13, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 48,683 | 1,221 | 0.21% | 0.22% | 593 | +153 | 0.32% | Q1 2026 | May 01, 2026 |
| Attessa Capital LLC | History | Reduced | 48,605 | 1,219 | 0.66% | 0.75% | 594 | -3,417 | -6.57% | Q1 2026 | Apr 07, 2026 |
| Encompass More Asset Management | History | New | 48,497 | 1,217 | 0.2% | — | 595 | +48,497 | New | Q1 2026 | Apr 28, 2026 |
| W.H. Cornerstone Investments Inc. | History | Reduced | 48,348 | 1,213 | 0.76% | 0.97% | 596 | -13,289 | -21.56% | Q1 2026 | Apr 28, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 48,096 | 1,207 | 0.06% | 0.06% | 597 | -7,512 | -13.51% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Planning, LLC | History | Reduced | 47,712 | 1,197 | 0.27% | 0.3% | 599 | -1,272 | -2.6% | Q1 2026 | May 11, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Added to | 47,725 | 1,197 | 0.67% | 0.68% | 598 | +130 | 0.27% | Q1 2026 | Apr 14, 2026 |
| Tandem Investment Partners LLC | History | Added to | 47,644 | 1,195 | 1.01% | 1.01% | 600 | +2,177 | 4.79% | Q1 2026 | May 13, 2026 |
| FineMark National Bank & Trust | History | No change | 45,552 | 1,194 | 0.04% | 0.04% | 601 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 47,569 | 1,193 | 0.0% | 0.0% | 602 | -23,207 | -32.79% | Q1 2026 | May 04, 2026 |
| Keebeck Wealth Management | History | Reduced | 46,980 | 1,179 | 0.13% | 0.15% | 603 | -3,000 | -6.0% | Q1 2026 | May 14, 2026 |
| Midwest Financial Group LLC | History | Added to | 47,004 | 1,179 | 0.5% | 0.54% | 604 | +132 | 0.28% | Q1 2026 | Apr 22, 2026 |
| Penobscot Investment Management Company, Inc. | History | Reduced | 46,720 | 1,172 | 0.09% | 0.09% | 605 | -200 | -0.43% | Q1 2026 | Apr 29, 2026 |
| McCarthy Asset Management, Inc. | History | No change | 44,647 | 1,171 | 0.61% | 0.61% | 606 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Added to | 46,476 | 1,166 | 0.46% | 0.19% | 607 | +28,100 | 152.92% | Q1 2026 | May 12, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 45,999 | 1,154 | 0.23% | 0.26% | 608 | -1,357 | -2.87% | Q1 2026 | Apr 09, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 45,532 | 1,142 | 0.09% | 0.09% | 609 | -190 | -0.42% | Q1 2026 | Apr 09, 2026 |
| Smith & Howard Wealth Management, LLC | History | No change | 45,488 | 1,141 | 0.25% | 0.27% | 610 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 45,398 | 1,139 | 0.03% | 0.05% | 611 | -2,400 | -5.02% | Q1 2026 | May 15, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 45,263 | 1,136 | 0.38% | 0.6% | 612 | +39 | 0.09% | Q1 2026 | Apr 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 45,170 | 1,133 | 0.02% | 0.01% | 613 | +15,619 | 52.85% | Q1 2026 | May 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 45,006 | 1,129 | 0.03% | 0.01% | 614 | +34,764 | 339.43% | Q1 2026 | Apr 27, 2026 |
| Guardian Wealth Management, Inc. | History | Reduced | 44,173 | 1,108 | 0.6% | 0.85% | 615 | -11,289 | -20.35% | Q1 2026 | May 08, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 43,780 | 1,098 | 0.14% | 0.16% | 616 | -1,780 | -3.91% | Q1 2026 | Apr 27, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 43,778 | 1,098 | 0.61% | 0.72% | 617 | +4 | 0.01% | Q1 2026 | Apr 16, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 43,563 | 1,093 | 0.41% | 0.43% | 618 | +122 | 0.28% | Q1 2026 | Apr 13, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 43,541 | 1,092 | 0.19% | 0.21% | 619 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Smith Salley Wealth Management | History | Reduced | 42,928 | 1,077 | 0.05% | 0.06% | 620 | -1,040 | -2.37% | Q1 2026 | Apr 16, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 42,749 | 1,072 | 0.03% | 0.03% | 621 | +117 | 0.27% | Q1 2026 | Apr 21, 2026 |
| SVB WEALTH LLC | History | Reduced | 42,278 | 1,061 | 0.07% | 0.08% | 622 | -7,490 | -15.05% | Q1 2026 | Apr 17, 2026 |
| Ketron Financial | History | Added to | 42,306 | 1,061 | 0.38% | 0.31% | 623 | +6,799 | 19.15% | Q1 2026 | Apr 21, 2026 |
| Hamilton Wealth, LLC | History | No change | 42,246 | 1,060 | 0.08% | 0.21% | 624 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 37,107 | 1,059 | 0.06% | 0.06% | 625 | +972 | 2.69% | Q1 2026 | May 14, 2026 |
| WLTH Capital Management, LLC | History | Reduced | 41,751 | 1,047 | 0.82% | 0.86% | 626 | -266 | -0.63% | Q1 2026 | Apr 10, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 41,650 | 1,045 | 0.23% | 0.25% | 627 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | History | Added to | 41,603 | 1,044 | 0.06% | 0.06% | 628 | +1,788 | 4.49% | Q1 2026 | Apr 14, 2026 |
| BLB&B Advisors, LLC | History | Added to | 41,621 | 1,044 | 0.04% | 0.04% | 629 | +860 | 2.11% | Q1 2026 | Apr 28, 2026 |
| Summit Place Financial Advisors, LLC | History | Added to | 41,614 | 1,044 | 0.5% | 0.52% | 630 | +400 | 0.97% | Q1 2026 | May 01, 2026 |
| Mengis Capital Management, Inc. | History | Reduced | 41,354 | 1,037 | 0.18% | 0.2% | 631 | -936 | -2.21% | Q1 2026 | May 12, 2026 |
| Traction Financial Partners, LLC | History | Added to | 41,256 | 1,035 | 0.64% | 0.55% | 632 | +5,937 | 16.81% | Q1 2026 | May 14, 2026 |
| Altus Wealth Group LLC | History | Added to | 41,066 | 1,030 | 0.42% | 0.43% | 633 | +105 | 0.26% | Q1 2026 | Apr 27, 2026 |
| FF Advisors,LLC | History | Reduced | 37,597 | 1,029 | 0.42% | 0.47% | 634 | -2,956 | -7.29% | Q1 2026 | Apr 27, 2026 |
| Legacy Wealth Management, LLC | History | Added to | 40,803 | 1,024 | 0.06% | 0.06% | 635 | +2,782 | 7.32% | Q1 2026 | Apr 22, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 40,662 | 1,020 | 0.35% | 0.36% | 636 | +38 | 0.09% | Q1 2026 | May 04, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 40,541 | 1,018 | 0.12% | 0.12% | 637 | -1,356 | -3.24% | Q1 2026 | Apr 16, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 40,451 | 1,015 | 0.35% | 0.4% | 638 | -3,901 | -8.8% | Q1 2026 | Apr 01, 2026 |
| GREENLEAF TRUST | History | No change | 40,350 | 1,012 | 0.01% | 0.01% | 639 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | Reduced | 40,168 | 1,008 | 3.14% | 3.36% | 640 | -2,171 | -5.13% | Q1 2026 | May 08, 2026 |
| Waycross Investment Management Co | History | Added to | 39,857 | 1,000 | 0.95% | 0.91% | 641 | +192 | 0.48% | Q1 2026 | Apr 13, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 39,702 | 996 | 0.06% | 0.07% | 642 | +1,240 | 3.22% | Q1 2026 | Apr 27, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | No change | 37,735 | 989 | 1.08% | 1.08% | 643 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Miller Capital Partners, Inc. | History | Added to | 39,323 | 987 | 0.47% | 0.51% | 644 | +358 | 0.92% | Q1 2026 | May 14, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 39,079 | 980 | 0.11% | 0.11% | 645 | +400 | 1.03% | Q1 2026 | May 07, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 38,954 | 977 | 0.05% | 0.06% | 646 | -1,327 | -3.29% | Q1 2026 | Apr 08, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 38,893 | 976 | 0.11% | 0.11% | 647 | -117 | -0.3% | Q1 2026 | May 11, 2026 |
| One Day In July LLC | History | No change | 38,790 | 973 | 0.08% | 0.08% | 648 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 38,410 | 964 | 0.45% | 0.52% | 649 | -6,745 | -14.94% | Q1 2026 | May 14, 2026 |
| Madrid Wealth Management, LLC | History | Added to | 37,857 | 950 | 0.72% | 0.79% | 650 | +916 | 2.48% | Q1 2026 | Apr 21, 2026 |
| Vise Technologies, Inc. | History | No change | 36,050 | 945 | 0.02% | 0.02% | 651 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CITIGROUP INC | History | Added to | 37,604 | 943 | 0.0% | 0.0% | 652 | +11,460 | 43.83% | Q1 2026 | May 11, 2026 |
| Ironwood Financial, llc | History | Reduced | 37,510 | 941 | 0.16% | 0.17% | 653 | -543 | -1.43% | Q1 2026 | Apr 16, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 37,466 | 940 | 0.83% | 2.78% | 654 | -116,720 | -75.7% | Q1 2026 | May 04, 2026 |
| Diligent Investors, LLC | History | Added to | 37,413 | 939 | 0.23% | 0.24% | 655 | +12 | 0.03% | Q1 2026 | Apr 15, 2026 |
| CAP Partners, LLC | History | Reduced | 37,257 | 935 | 0.53% | 0.55% | 656 | -23 | -0.06% | Q1 2026 | Apr 28, 2026 |
| Abound Wealth Management | History | Added to | 36,801 | 923 | 0.21% | 0.19% | 657 | +5,221 | 16.53% | Q1 2026 | Apr 10, 2026 |
| High Probability Advisors, LLC | History | Reduced | 36,623 | 919 | 0.12% | 0.13% | 658 | -1,854 | -4.82% | Q1 2026 | Apr 10, 2026 |
| Westmount Partners, LLC | History | Added to | 36,526 | 916 | 0.23% | 0.21% | 659 | +3,692 | 11.24% | Q1 2026 | Apr 16, 2026 |
| Phocas Financial Corp. | History | No change | 36,417 | 914 | 0.14% | 0.12% | 660 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| COUNTRY TRUST BANK | History | No change | 36,050 | 904 | 0.02% | 0.02% | 661 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 35,869 | 900 | 0.1% | 0.1% | 662 | +42 | 0.12% | Q1 2026 | May 04, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 35,765 | 897 | 0.06% | 0.07% | 663 | -2,518 | -6.58% | Q1 2026 | May 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 35,500 | 891 | 0.02% | 0.02% | 664 | -725 | -2.0% | Q1 2026 | Apr 13, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 35,500 | 891 | 0.13% | 0.14% | 665 | -725 | -2.0% | Q1 2026 | May 11, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 35,440 | 889 | 0.29% | 0.25% | 666 | -415 | -1.16% | Q1 2026 | Apr 15, 2026 |
| Indie Asset Partners, LLC | History | Reduced | 35,218 | 883 | 1.01% | 1.11% | 667 | -2,685 | -7.08% | Q1 2026 | May 08, 2026 |
| Burton Enright Welch | History | Reduced | 35,136 | 881 | 0.12% | 0.13% | 668 | -423 | -1.19% | Q1 2026 | May 01, 2026 |
| Williams Jones Wealth Management, LLC. | History | New | 35,020 | 879 | 0.01% | — | 669 | +35,020 | New | Q1 2026 | May 05, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 34,988 | 878 | 0.03% | 0.04% | 670 | -5,524 | -13.64% | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 34,948 | 877 | 0.0% | 0.0% | 671 | -1,122 | -3.11% | Q1 2026 | May 13, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 34,485 | 865 | 0.08% | 0.09% | 672 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 34,414 | 863 | 0.56% | 0.56% | 673 | -419 | -1.2% | Q1 2026 | Apr 15, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 34,357 | 862 | 0.49% | 0.51% | 674 | -348 | -1.0% | Q1 2026 | Apr 22, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 34,159 | 857 | 0.68% | 0.7% | 675 | +275 | 0.81% | Q1 2026 | Apr 21, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 34,107 | 856 | 0.58% | 0.59% | 676 | +395 | 1.17% | Q1 2026 | May 04, 2026 |
| Rockwood Wealth Management, LLC | History | New | 33,898 | 850 | 0.06% | — | 677 | +33,898 | New | Q1 2026 | Apr 29, 2026 |
| LAWOOD & CO | History | No change | 33,510 | 841 | 0.78% | 0.83% | 678 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| DecisionPoint Financial, LLC | History | No change | 33,423 | 838 | 0.18% | 0.19% | 679 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| COMERICA BANK | History | No change | 31,877 | 836 | 0.0% | 0.0% | 680 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NorthRock Partners, LLC | History | Added to | 33,258 | 834 | 0.01% | 0.01% | 681 | +4,673 | 16.35% | Q1 2026 | May 15, 2026 |
| Next Capital Management LLC | History | Added to | 33,218 | 833 | 0.25% | 0.28% | 682 | +93 | 0.28% | Q1 2026 | May 07, 2026 |
| Beacon Capital Management, LLC | History | Added to | 33,205 | 833 | 0.15% | 0.13% | 683 | +4 | 0.01% | Q1 2026 | May 11, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Reduced | 33,157 | 832 | 0.35% | 0.34% | 685 | -125 | -0.38% | Q1 2026 | May 07, 2026 |
| Mason & Associates Inc | History | Added to | 34,132 | 832 | 0.16% | 0.17% | 684 | +8 | 0.02% | Q1 2026 | Apr 30, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 32,780 | 822 | 0.16% | 0.18% | 686 | -389 | -1.17% | Q1 2026 | May 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 32,707 | 820 | 0.03% | 0.03% | 687 | +1,245 | 3.96% | Q1 2026 | May 06, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 32,553 | 817 | 0.02% | 0.02% | 688 | -1,542 | -4.52% | Q1 2026 | May 04, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 30,465 | 817 | 0.05% | 0.05% | 689 | -479 | -1.55% | Q1 2026 | Apr 20, 2026 |
| Consilium Wealth Advisory, LLC | History | Reduced | 32,405 | 813 | 0.28% | 0.33% | 691 | -2,065 | -5.99% | Q1 2026 | Apr 20, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 32,392 | 813 | 0.02% | 0.02% | 690 | +245 | 0.76% | Q1 2026 | May 13, 2026 |
| Hudock, Inc. | History | Added to | 32,174 | 807 | 0.12% | 0.12% | 692 | +23 | 0.07% | Q1 2026 | May 13, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | No change | 31,993 | 803 | 0.87% | 1.07% | 693 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 31,824 | 798 | 0.04% | 0.04% | 694 | -109 | -0.34% | Q1 2026 | Apr 17, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 31,787 | 797 | 0.11% | 0.13% | 695 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Magnus Financial Group LLC | History | Added to | 31,735 | 796 | 0.06% | 0.06% | 696 | +2,984 | 10.38% | Q1 2026 | Apr 10, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Added to | 31,570 | 792 | 0.17% | 0.18% | 697 | +416 | 1.34% | Q1 2026 | Apr 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 31,470 | 789 | 0.0% | 0.0% | 698 | -40 | -0.13% | Q1 2026 | May 13, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 31,284 | 785 | 0.11% | 0.11% | 699 | +34 | 0.11% | Q1 2026 | May 07, 2026 |
| Plancorp, LLC | History | Added to | 29,866 | 783 | 0.02% | 0.02% | 700 | +48 | 0.16% | Q1 2026 | Apr 14, 2026 |
| Veracity Capital LLC | History | No change | 31,020 | 778 | 0.28% | 0.24% | 701 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 30,940 | 776 | 0.03% | 0.03% | 703 | +87 | 0.28% | Q1 2026 | Apr 22, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 30,952 | 776 | 0.08% | 0.08% | 702 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Womack Financial LLC | History | Added to | 30,604 | 768 | 0.57% | 0.58% | 704 | +857 | 2.88% | Q1 2026 | May 11, 2026 |
| Tidal Investments LLC | History | Added to | 30,588 | 767 | 0.0% | 0.0% | 705 | +4,391 | 16.76% | Q1 2026 | May 15, 2026 |
| Forum Financial Management, LP | History | Reduced | 30,502 | 765 | 0.01% | 0.01% | 706 | -3,065 | -9.13% | Q1 2026 | Apr 23, 2026 |
| Costello Asset Management, INC | History | Reduced | 30,457 | 764 | 0.26% | 0.26% | 707 | -79 | -0.26% | Q1 2026 | Apr 30, 2026 |
| OneAscent Wealth Management LLC | History | No change | 30,162 | 757 | 0.25% | 0.26% | 708 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 30,036 | 753 | 0.05% | 0.05% | 710 | +3,039 | 11.26% | Q1 2026 | Apr 21, 2026 |
| Hills Bank & Trust Co | History | No change | 30,000 | 753 | 0.04% | 0.05% | 709 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Bowie Capital Management, LLC | History | No change | 30,000 | 753 | 0.03% | 0.03% | 711 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Callan Family Office, LLC | History | No change | 30,000 | 753 | 0.02% | 0.02% | 712 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 29,926 | 751 | 0.04% | 0.04% | 713 | -548 | -1.8% | Q1 2026 | May 15, 2026 |
| Tannin Capital LLC | History | Added to | 29,703 | 745 | 0.54% | 0.7% | 714 | +1 | 0.0% | Q1 2026 | May 12, 2026 |
| Horizon Investment Services, LLC | History | Added to | 29,508 | 740 | 0.26% | 0.28% | 715 | +11 | 0.04% | Q1 2026 | May 15, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | Reduced | 29,423 | 738 | 0.2% | 0.2% | 716 | -861 | -2.84% | Q1 2026 | Apr 13, 2026 |
| North Star Investment Management Corp. | History | No change | 29,352 | 736 | 0.04% | 0.05% | 717 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 29,141 | 731 | 0.0% | 0.0% | 718 | -1,634 | -5.31% | Q1 2026 | May 15, 2026 |
| Northern Capital Management, Inc. | History | Reduced | 29,119 | 730 | 0.37% | 0.56% | 719 | -11,276 | -27.91% | Q1 2026 | May 13, 2026 |
| GatePass Capital, LLC | History | Reduced | 29,090 | 730 | 0.34% | 0.43% | 720 | -3,007 | -9.37% | Q1 2026 | May 06, 2026 |
| Crewe Advisors LLC | History | Reduced | 29,033 | 728 | 0.06% | 0.07% | 721 | -934 | -3.12% | Q1 2026 | May 07, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Reduced | 28,940 | 726 | 0.53% | 0.57% | 722 | -728 | -2.45% | Q1 2026 | Apr 22, 2026 |
| Edge Financial Advisors LLC | History | No change | 27,492 | 721 | 0.3% | 0.3% | 723 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 28,236 | 708 | 0.02% | 0.03% | 724 | +114 | 0.41% | Q1 2026 | May 07, 2026 |
| BANTAMAC CAPITAL, LLC | History | No change | 28,200 | 707 | 0.38% | 0.36% | 725 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 28,046 | 703 | 0.25% | 0.27% | 726 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Fulcrum Equity Management | History | Reduced | 27,885 | 699 | 0.68% | 1.05% | 728 | -14,140 | -33.65% | Q1 2026 | Apr 02, 2026 |
| Capital Analysts, LLC | History | Added to | 27,834 | 699 | 0.02% | 0.02% | 727 | +64 | 0.23% | Q1 2026 | May 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 27,845 | 698 | 0.01% | 0.01% | 729 | +1,445 | 5.47% | Q1 2026 | Apr 15, 2026 |
| Twele Capital Management, Inc. | History | Reduced | 27,829 | 698 | 0.12% | 0.13% | 730 | -115 | -0.41% | Q1 2026 | Apr 07, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 27,801 | 697 | 0.55% | 0.32% | 731 | +13,025 | 88.15% | Q1 2026 | Apr 24, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Reduced | 27,797 | 697 | 0.29% | 0.33% | 732 | -1,125 | -3.89% | Q1 2026 | May 06, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 27,647 | 693 | 0.16% | 0.12% | 733 | +9,147 | 49.44% | Q1 2026 | Apr 17, 2026 |
| KilterHowling LLC | History | Added to | 27,269 | 684 | 0.35% | 0.13% | 735 | +17,539 | 180.26% | Q1 2026 | May 12, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 27,260 | 684 | 0.07% | 0.1% | 734 | -6,362 | -18.92% | Q1 2026 | May 12, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Added to | 27,142 | 681 | 0.35% | 0.39% | 736 | +51 | 0.19% | Q1 2026 | Apr 22, 2026 |
| Scott & Selber, Inc. | History | Reduced | 27,072 | 679 | 0.18% | 0.18% | 737 | -375 | -1.37% | Q1 2026 | Apr 16, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 27,089 | 679 | 0.29% | 0.3% | 738 | +186 | 0.69% | Q1 2026 | Apr 15, 2026 |
| Perennial Advisors, LLC | History | Reduced | 26,981 | 677 | 0.12% | 0.12% | 739 | -25 | -0.09% | Q1 2026 | Apr 13, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 27,000 | 677 | 0.11% | 0.12% | 740 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 26,972 | 676 | 0.24% | 0.29% | 741 | -4,894 | -15.36% | Q1 2026 | May 06, 2026 |
| BIP Wealth, LLC | History | Added to | 26,855 | 674 | 0.03% | 0.02% | 742 | +1,427 | 5.61% | Q1 2026 | Apr 27, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 26,851 | 673 | 0.1% | 0.1% | 743 | +43 | 0.16% | Q1 2026 | Apr 29, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 26,697 | 670 | 0.05% | 0.05% | 744 | +66 | 0.25% | Q1 2026 | Apr 29, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 26,619 | 668 | 0.16% | 0.17% | 745 | +32 | 0.12% | Q1 2026 | Apr 10, 2026 |
| Apex Wealth Management, LLC | History | Reduced | 26,552 | 666 | 0.46% | 0.89% | 746 | -6,404 | -19.43% | Q1 2026 | Apr 15, 2026 |
| Grandview Asset Management LLC | History | New | 25,644 | 664 | 0.19% | — | 747 | +25,644 | New | Q1 2026 | May 07, 2026 |
| Denver PWM, LLC | History | Reduced | 23,325 | 662 | 0.23% | 0.23% | 748 | -6,198 | -20.99% | Q1 2026 | May 12, 2026 |
| Apella Capital, LLC | History | Added to | 24,046 | 659 | 0.01% | 0.01% | 749 | +5,610 | 30.43% | Q1 2026 | Apr 20, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 26,236 | 658 | 0.1% | 0.11% | 751 | +74 | 0.28% | Q1 2026 | May 07, 2026 |
| Advisor OS, LLC | History | Added to | 26,221 | 658 | 0.05% | 0.06% | 750 | +22 | 0.08% | Q1 2026 | May 07, 2026 |
| Clearstead Advisors, LLC | History | Added to | 26,060 | 654 | 0.01% | 0.01% | 752 | +3,739 | 16.75% | Q1 2026 | May 06, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 26,065 | 654 | 0.08% | 0.08% | 753 | -458 | -1.73% | Q1 2026 | Apr 21, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 25,969 | 651 | 0.31% | 0.36% | 755 | -1,935 | -6.93% | Q1 2026 | May 01, 2026 |
| McAdam, LLC | History | Reduced | 25,944 | 651 | 0.03% | 0.03% | 754 | -417 | -1.58% | Q1 2026 | May 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 25,655 | 643 | 0.01% | 0.01% | 756 | -1,269 | -4.71% | Q1 2026 | Apr 28, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 25,109 | 630 | 0.31% | — | 759 | +25,109 | New | Q1 2026 | Apr 09, 2026 |
| Shepherd Street Advisors LLC | History | Added to | 25,117 | 630 | 0.62% | 0.58% | 758 | +1,924 | 8.3% | Q1 2026 | Apr 21, 2026 |
| Greenline Partners, LLC | History | Added to | 25,118 | 630 | 0.07% | 0.08% | 757 | +82 | 0.33% | Q1 2026 | May 15, 2026 |
| FRG Family Wealth Advisors LLC | History | Added to | 25,075 | 629 | 0.1% | 0.07% | 764 | +7,202 | 40.3% | Q1 2026 | Apr 24, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 25,092 | 629 | 0.08% | 0.09% | 763 | +1,754 | 7.52% | Q1 2026 | Apr 28, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 25,067 | 629 | 0.1% | 0.1% | 760 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Shakespeare Wealth Management, LLC | History | No change | 25,089 | 629 | 0.15% | 0.15% | 761 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 25,092 | 629 | 0.19% | 0.19% | 762 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| OLIO Financial Planning | History | No change | 24,779 | 621 | 0.17% | 0.18% | 765 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Root Financial Partners, LLC | History | Reduced | 24,183 | 606 | 0.03% | 0.03% | 766 | -224 | -0.92% | Q1 2026 | Apr 24, 2026 |
| Tennessee Valley Asset Management Partners | History | New | 24,122 | 605 | 0.08% | — | 769 | +24,122 | New | Q1 2026 | Apr 27, 2026 |
| EWA, LLC | History | Reduced | 24,139 | 605 | 0.14% | 0.19% | 768 | -4,826 | -16.66% | Q1 2026 | Apr 23, 2026 |
| Integris Wealth Management, LLC | History | No change | 24,107 | 605 | 0.14% | 0.14% | 767 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Reliant Wealth Planning | History | Reduced | 24,003 | 602 | 0.18% | 0.22% | 770 | -3,186 | -11.72% | Q1 2026 | May 15, 2026 |
| Summit Asset Management, LLC | History | Reduced | 23,964 | 601 | 0.08% | 0.09% | 771 | -1,277 | -5.06% | Q1 2026 | May 08, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 23,877 | 599 | 0.09% | 0.09% | 772 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 23,798 | 597 | 0.01% | 0.01% | 773 | -5,132 | -17.74% | Q1 2026 | Apr 22, 2026 |
| Centric Wealth Management | History | New | 21,359 | 592 | 0.12% | — | 774 | +21,359 | New | Q1 2026 | May 12, 2026 |
| SouthState Bank Corp | History | Reduced | 23,521 | 590 | 0.03% | 0.03% | 775 | -2,396 | -9.24% | Q1 2026 | May 05, 2026 |
| SHUTTLEWORTH & Co | History | Added to | 23,523 | 590 | 0.53% | 0.54% | 777 | +854 | 3.77% | Q1 2026 | May 20, 2026 |
| Custos Family Office, LLC | History | No change | 22,503 | 590 | 0.4% | 0.4% | 776 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IRON Financial LLC | History | Reduced | 23,441 | 588 | 0.26% | 0.28% | 778 | -99 | -0.42% | Q1 2026 | Apr 27, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 23,412 | 587 | 0.06% | 0.06% | 779 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 23,335 | 585 | 0.02% | 0.02% | 780 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GS Investments, Inc. | History | No change | 23,220 | 582 | 0.33% | 0.33% | 781 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Aquire Wealth Advisors, LLC | History | Added to | 23,143 | 580 | 0.15% | 0.16% | 782 | +240 | 1.05% | Q1 2026 | Apr 10, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 22,860 | 574 | 0.03% | 0.03% | 783 | -946 | -3.97% | Q1 2026 | Apr 21, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 22,871 | 574 | 0.03% | 0.03% | 784 | -391 | -1.68% | Q1 2026 | May 15, 2026 |
| Black Diamond Financial, LLC | History | Added to | 22,768 | 571 | 0.06% | 0.06% | 786 | +2,720 | 13.57% | Q1 2026 | May 05, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 22,780 | 571 | 0.01% | 0.01% | 785 | -531 | -2.28% | Q1 2026 | Apr 16, 2026 |
| Blue Trust, Inc. | History | Reduced | 22,489 | 564 | 0.01% | 0.01% | 787 | -161 | -0.71% | Q1 2026 | Apr 20, 2026 |
| Schrum Private Wealth Management LLC | History | Added to | 22,386 | 561 | 0.43% | 0.43% | 788 | +61 | 0.27% | Q1 2026 | May 08, 2026 |
| Kilner Capital Advisors, LLC | History | Added to | 22,336 | 560 | 0.54% | 0.5% | 789 | +2,378 | 11.92% | Q1 2026 | May 11, 2026 |
| LANDAAS & CO /WI /ADV | History | New | 22,280 | 559 | 0.12% | — | 790 | +22,280 | New | Q1 2026 | Apr 30, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 22,263 | 558 | 0.04% | 0.04% | 791 | -223 | -0.99% | Q1 2026 | Apr 14, 2026 |
| Heritage Financial Services, LLC | History | No change | 21,228 | 556 | 0.05% | 0.05% | 792 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Added to | 22,077 | 554 | 0.06% | 0.07% | 793 | +204 | 0.93% | Q1 2026 | Apr 13, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 22,476 | 548 | 0.03% | 0.03% | 794 | +4,403 | 24.36% | Q1 2026 | May 14, 2026 |
| Stone Summit Wealth LLC | History | Added to | 21,859 | 548 | 0.15% | 0.16% | 795 | +9 | 0.04% | Q1 2026 | Apr 22, 2026 |
| Faithward Advisors, LLC | History | Reduced | 21,795 | 547 | 0.08% | 0.09% | 796 | -372 | -1.68% | Q1 2026 | Apr 17, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 21,807 | 547 | 0.07% | 0.07% | 797 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BENNETT SELBY INVESTMENTS LP | History | Added to | 21,776 | 546 | 0.19% | 0.18% | 798 | +37 | 0.17% | Q1 2026 | Apr 21, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 21,739 | 545 | 0.27% | 0.29% | 799 | +110 | 0.51% | Q1 2026 | May 15, 2026 |
| Vanguard Capital Wealth Advisors | History | Added to | 21,685 | 544 | 0.5% | 0.45% | 800 | +159 | 0.74% | Q1 2026 | Apr 21, 2026 |
| Argent Trust Co | History | No change | 21,636 | 543 | 0.02% | 0.02% | 801 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clay Northam Wealth Management, LLC | History | Reduced | 21,521 | 540 | 0.3% | 0.33% | 802 | -1,150 | -5.07% | Q1 2026 | Apr 28, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 21,482 | 539 | 0.09% | 0.1% | 803 | +13 | 0.06% | Q1 2026 | Apr 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 21,450 | 538 | 0.01% | 0.01% | 804 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Roberts Wealth Advisors, LLC | History | New | 21,414 | 537 | 0.14% | — | 805 | +21,414 | New | Q1 2026 | Apr 07, 2026 |
| Hirtle & Co., LLC | History | No change | 21,347 | 535 | 0.02% | 0.02% | 806 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 21,127 | 530 | 0.08% | 0.1% | 807 | -22,410 | -51.47% | Q1 2026 | Apr 24, 2026 |
| Waterford Advisors, LLC | History | No change | 21,744 | 530 | 0.17% | 0.22% | 808 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Shira Ridge Wealth Management | History | No change | 21,114 | 529 | 0.21% | 0.22% | 809 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Keener Financial Planning LLC | History | No change | 21,006 | 527 | 0.22% | 0.24% | 810 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| AF Advisors, Inc. | History | Reduced | 20,749 | 520 | 0.29% | 0.27% | 811 | -6,186 | -22.97% | Q1 2026 | May 01, 2026 |
| Blankinship & Foster, LLC | History | Added to | 20,680 | 519 | 0.11% | 0.12% | 812 | +4 | 0.02% | Q1 2026 | Apr 17, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 20,658 | 518 | 0.03% | 0.03% | 813 | -1,049 | -4.83% | Q1 2026 | Apr 09, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 20,568 | 516 | 0.06% | 0.06% | 814 | +39 | 0.19% | Q1 2026 | May 11, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 20,551 | 515 | 0.06% | 0.06% | 815 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | History | No change | 20,474 | 514 | 0.36% | 0.36% | 816 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | No change | 20,500 | 514 | 0.4% | 0.45% | 817 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 20,390 | 511 | 0.14% | 0.14% | 818 | +12 | 0.06% | Q1 2026 | May 12, 2026 |
| CDKV HOLDINGS LLC | History | Added to | 20,384 | 511 | 0.45% | 0.45% | 819 | +8 | 0.04% | Q1 2026 | May 01, 2026 |
| TrustWell Financial Advisors, LLC | History | Reduced | 20,054 | 503 | 0.47% | 0.57% | 820 | -2,409 | -10.72% | Q1 2026 | May 07, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 19,999 | 501 | 0.05% | — | 823 | +19,999 | New | Q1 2026 | Apr 23, 2026 |
| Northstar Financial Companies, Inc. | History | Added to | 19,975 | 501 | 0.4% | 0.29% | 822 | +6,000 | 42.93% | Q1 2026 | May 05, 2026 |
| Broadleaf Partners, LLC | History | Reduced | 19,968 | 501 | 0.12% | 0.13% | 821 | -4,209 | -17.41% | Q1 2026 | May 14, 2026 |
| Seneca House Advisors | History | Added to | 19,821 | 497 | 0.2% | 0.19% | 824 | +212 | 1.08% | Q1 2026 | May 01, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 19,776 | 496 | 0.01% | 0.01% | 825 | +451 | 2.33% | Q1 2026 | May 14, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 19,767 | 496 | 0.42% | 0.44% | 827 | +56 | 0.28% | Q1 2026 | Apr 22, 2026 |
| RIA Advisory Group LLC | History | Reduced | 19,799 | 496 | 0.12% | 0.13% | 826 | -40 | -0.2% | Q1 2026 | Apr 23, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 19,691 | 494 | 0.17% | 0.18% | 828 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Tandem Wealth Advisors LLC | History | Added to | 19,588 | 491 | 0.22% | 0.12% | 830 | +9,567 | 95.47% | Q1 2026 | May 06, 2026 |
| Aull & Monroe Investment Management Corp | History | Added to | 19,585 | 491 | 0.23% | 0.26% | 829 | +2 | 0.01% | Q1 2026 | Apr 21, 2026 |
| Wernau Asset Management Inc. | History | Reduced | 19,554 | 490 | 0.34% | 0.36% | 832 | -5,766 | -22.77% | Q1 2026 | Apr 22, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 19,547 | 490 | 0.15% | 0.17% | 831 | +48 | 0.25% | Q1 2026 | Apr 29, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Reduced | 19,431 | 487 | 0.15% | 0.19% | 833 | -689 | -3.42% | Q1 2026 | Apr 24, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 19,336 | 485 | 0.01% | 0.01% | 834 | +4,323 | 28.8% | Q1 2026 | May 12, 2026 |
| Team Hewins, LLC | History | Added to | 19,280 | 483 | 0.14% | 0.09% | 835 | +8,516 | 79.12% | Q1 2026 | Apr 30, 2026 |
| Baldwin Investment Management, LLC | History | Added to | 19,212 | 482 | 0.06% | 0.06% | 836 | +8 | 0.04% | Q1 2026 | May 12, 2026 |
| 71 West Capital Partners | History | No change | 19,185 | 481 | 0.02% | 0.02% | 837 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Anchor Investment Management, LLC | History | No change | 19,086 | 479 | 0.04% | 0.04% | 838 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Gilbert & Cook, Inc. | History | No change | 18,979 | 476 | 0.06% | 0.06% | 839 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 18,953 | 475 | 0.06% | 0.06% | 840 | +632 | 3.45% | Q1 2026 | Apr 10, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | No change | 18,945 | 475 | 0.09% | 0.1% | 841 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 18,874 | 473 | 0.22% | 0.21% | 842 | +3,134 | 19.91% | Q1 2026 | Apr 09, 2026 |
| Balefire, LLC | History | No change | 18,840 | 472 | 0.09% | 0.1% | 843 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Added to | 18,775 | 471 | 0.01% | 0.01% | 844 | +2,000 | 11.92% | Q1 2026 | May 08, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 18,775 | 471 | 0.71% | 0.74% | 845 | +158 | 0.85% | Q1 2026 | May 05, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 16,831 | 470 | 0.06% | 0.07% | 846 | -60 | -0.36% | Q1 2026 | May 06, 2026 |
| DAVENPORT & Co LLC | History | New | 18,698 | 469 | 0.0% | — | 848 | +18,698 | New | Q1 2026 | Apr 15, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 18,719 | 469 | 0.03% | 0.03% | 847 | +379 | 2.07% | Q1 2026 | Apr 27, 2026 |
| Clarity Wealth Advisors, LLC | History | Reduced | 18,556 | 465 | 0.1% | 0.1% | 850 | -887 | -4.56% | Q1 2026 | Apr 24, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 18,564 | 465 | 0.03% | 0.03% | 849 | -243 | -1.29% | Q1 2026 | May 12, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 18,521 | 464 | 0.22% | 0.23% | 851 | +34 | 0.18% | Q1 2026 | Apr 08, 2026 |
| Canvas Wealth Advisors, LLC | History | New | 18,124 | 454 | 0.08% | — | 855 | +18,124 | New | Q1 2026 | Apr 28, 2026 |
| Naviter Wealth, LLC | History | Reduced | 18,090 | 454 | 0.06% | 0.07% | 853 | -3,606 | -16.62% | Q1 2026 | Apr 10, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 18,100 | 454 | 0.04% | 0.04% | 852 | +51 | 0.28% | Q1 2026 | May 11, 2026 |
| Royal Capital Wealth Management, LLC | History | Added to | 18,096 | 454 | 0.28% | 0.28% | 854 | +5 | 0.03% | Q1 2026 | May 15, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 18,061 | 453 | 0.19% | 0.22% | 857 | -575 | -3.09% | Q1 2026 | Apr 08, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 18,051 | 453 | 0.0% | 0.0% | 856 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 18,031 | 452 | 0.08% | 0.09% | 858 | +43 | 0.24% | Q1 2026 | Apr 28, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 17,971 | 451 | 0.07% | 0.08% | 859 | -1,278 | -6.64% | Q1 2026 | Apr 21, 2026 |
| IMC-Chicago, LLC | History | New | 17,919 | 449 | 0.0% | — | 861 | +17,919 | New | Q1 2026 | May 05, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 17,901 | 449 | 0.01% | 0.01% | 860 | +7 | 0.04% | Q1 2026 | May 14, 2026 |
| Old North State Wealth Management, LLC | History | Added to | 17,845 | 448 | 0.21% | 0.22% | 862 | +49 | 0.28% | Q1 2026 | Apr 17, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 17,818 | 447 | 0.06% | 0.07% | 863 | -285 | -1.57% | Q1 2026 | Apr 24, 2026 |
| Garde Capital, Inc. | History | Added to | 17,774 | 446 | 0.03% | 0.03% | 864 | +147 | 0.83% | Q1 2026 | Apr 28, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 17,760 | 445 | 0.06% | 0.06% | 866 | +223 | 1.27% | Q1 2026 | May 08, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 17,730 | 445 | 0.03% | 0.03% | 865 | +81 | 0.46% | Q1 2026 | May 07, 2026 |
| NWAM LLC | History | Added to | 17,729 | 444 | 0.03% | 0.03% | 868 | +8 | 0.05% | Q1 2026 | May 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 17,700 | 444 | 0.0% | 0.0% | 867 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Added to | 17,562 | 440 | 0.01% | 0.02% | 869 | +3,394 | 23.96% | Q1 2026 | Apr 29, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 17,528 | 439 | 0.03% | 0.03% | 870 | -101 | -0.57% | Q1 2026 | May 13, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Reduced | 17,352 | 435 | 0.14% | 0.15% | 871 | -362 | -2.04% | Q1 2026 | Apr 14, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Added to | 17,314 | 434 | 0.05% | 0.06% | 872 | +41 | 0.24% | Q1 2026 | Apr 27, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Added to | 17,275 | 433 | 0.04% | 0.03% | 873 | +85 | 0.49% | Q1 2026 | Apr 15, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 17,178 | 431 | 0.02% | 0.02% | 874 | +438 | 2.62% | Q1 2026 | May 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 17,088 | 428 | 0.03% | 0.03% | 875 | +26 | 0.15% | Q1 2026 | Apr 10, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 15,790 | 426 | 0.03% | 0.03% | 876 | -2,645 | -14.35% | Q1 2026 | Apr 20, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 16,225 | 425 | 0.05% | 0.06% | 877 | -766 | -4.51% | Q1 2026 | Apr 22, 2026 |
| Arlington Trust Co LLC | History | No change | 16,907 | 424 | 0.04% | 0.05% | 878 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Klingman & Associates, LLC | History | No change | 16,862 | 423 | 0.02% | 0.02% | 879 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JACOBS & CO/CA | History | Added to | 16,772 | 421 | 0.04% | 0.04% | 880 | +330 | 2.01% | Q1 2026 | Apr 07, 2026 |
| American Money Management, LLC | History | No change | 16,800 | 421 | 0.07% | 0.07% | 881 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| United Asset Strategies, Inc. | History | Reduced | 16,737 | 420 | 0.03% | 0.03% | 882 | -22 | -0.13% | Q1 2026 | Apr 29, 2026 |
| FinArc Investments, Inc. | History | New | 16,674 | 418 | 0.4% | — | 884 | +16,674 | New | Q1 2026 | May 20, 2026 |
| West Financial Advisors, LLC | History | Reduced | 16,681 | 418 | 0.07% | 0.08% | 883 | -627 | -3.62% | Q1 2026 | Apr 08, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 16,620 | 417 | 0.01% | 0.01% | 886 | +1,000 | 6.4% | Q1 2026 | May 08, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 15,900 | 417 | 0.04% | 0.04% | 885 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 16,608 | 416 | 0.04% | — | 888 | +16,608 | New | Q1 2026 | Apr 08, 2026 |
| Front Row Advisors LLC | History | Reduced | 16,606 | 416 | 0.14% | 0.15% | 887 | -150 | -0.9% | Q1 2026 | May 19, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 16,556 | 415 | 0.01% | 0.03% | 889 | -27,914 | -62.77% | Q1 2026 | Apr 29, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 16,563 | 415 | 0.05% | 0.06% | 890 | -2,400 | -12.66% | Q1 2026 | May 06, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 16,525 | 414 | 0.02% | 0.02% | 891 | +18 | 0.11% | Q1 2026 | May 14, 2026 |
| Resolute Advisors LLC | History | Added to | 16,479 | 413 | 0.17% | 0.14% | 892 | +38 | 0.23% | Q1 2026 | May 07, 2026 |
| Trevian Wealth Management LLC | History | No change | 16,490 | 413 | 0.2% | 0.2% | 893 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | No change | 16,376 | 411 | 0.13% | 0.13% | 894 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 16,398 | 411 | 0.03% | 0.02% | 895 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Verum Partners LLC | History | Reduced | 16,255 | 408 | 0.08% | 0.09% | 897 | -787 | -4.62% | Q1 2026 | Apr 15, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 16,273 | 408 | 0.05% | 0.05% | 896 | +95 | 0.59% | Q1 2026 | Apr 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | New | 16,136 | 405 | 0.01% | — | 898 | +16,136 | New | Q1 2026 | May 13, 2026 |
| Gibson Capital, LLC | History | Reduced | 16,074 | 403 | 0.08% | 0.08% | 899 | -946 | -5.56% | Q1 2026 | Apr 17, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 16,053 | 402 | 0.01% | 0.01% | 900 | +6 | 0.04% | Q1 2026 | May 08, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 15,908 | 399 | 0.3% | 0.31% | 901 | -609 | -3.69% | Q1 2026 | Apr 17, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 15,822 | 397 | 0.2% | 0.22% | 903 | -5 | -0.03% | Q1 2026 | May 15, 2026 |
| Live Oak Investment Partners | History | No change | 15,828 | 397 | 0.23% | 0.26% | 902 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 15,813 | 396 | 0.0% | 0.0% | 904 | -230 | -1.43% | Q1 2026 | May 14, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 15,804 | 396 | 0.04% | 0.05% | 905 | +44 | 0.28% | Q1 2026 | Apr 30, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 15,655 | 393 | 0.03% | 0.03% | 906 | -388 | -2.42% | Q1 2026 | Apr 28, 2026 |
| Bill Few Associates, Inc. | History | Added to | 15,426 | 387 | 0.09% | 0.1% | 909 | +237 | 1.56% | Q1 2026 | Apr 08, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 15,435 | 387 | 0.03% | 0.03% | 908 | +8 | 0.05% | Q1 2026 | May 07, 2026 |
| Balentine LLC | History | No change | 15,426 | 387 | 0.02% | 0.02% | 907 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Broadview Financial Management, LLC | History | Added to | 15,411 | 386 | 0.26% | 0.27% | 910 | +43 | 0.28% | Q1 2026 | May 04, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 15,347 | 385 | 0.04% | 0.04% | 911 | +15 | 0.1% | Q1 2026 | May 13, 2026 |
| Fortune Financial Group, Inc. | History | No change | 15,368 | 385 | 0.35% | 0.42% | 912 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Somerset Group LLC | History | Reduced | 14,032 | 384 | 0.29% | 0.31% | 913 | -1,357 | -8.82% | Q1 2026 | May 13, 2026 |
| Steffes Financial, Ltd. | History | Added to | 15,294 | 383 | 0.2% | 0.21% | 915 | +47 | 0.31% | Q1 2026 | May 15, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 15,289 | 383 | 0.6% | 0.72% | 914 | +12 | 0.08% | Q1 2026 | Apr 13, 2026 |
| LifeSteps Financial, Inc. | History | Added to | 15,178 | 380 | 0.24% | 0.25% | 916 | +423 | 2.87% | Q1 2026 | Apr 22, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 15,132 | 379 | 0.03% | 0.03% | 917 | -1,390 | -8.41% | Q1 2026 | May 14, 2026 |
| Triton Financial Group Inc | History | New | 14,656 | 376 | 0.66% | — | 922 | +14,656 | New | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Reduced | 15,006 | 376 | 0.02% | 0.02% | 921 | -42 | -0.28% | Q1 2026 | Apr 27, 2026 |
| V. M. MANNING & CO., INC. | History | No change | 14,361 | 376 | 0.38% | 0.38% | 918 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 14,984 | 376 | 0.02% | 0.02% | 919 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CULBERTSON A N & CO INC | History | No change | 15,000 | 376 | 0.05% | 0.05% | 920 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 14,944 | 375 | 0.1% | 0.09% | 923 | -57 | -0.38% | Q1 2026 | Apr 28, 2026 |
| Able Wealth Management LLC | History | No change | 14,929 | 374 | 0.1% | 0.12% | 924 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| New Republic Capital, LLC | History | No change | 14,839 | 372 | 0.13% | 0.1% | 925 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SEI INVESTMENTS CO | History | New | 14,817 | 371 | 0.0% | — | 926 | +14,817 | New | Q1 2026 | May 13, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 14,718 | 369 | 0.21% | 0.23% | 929 | +377 | 2.63% | Q1 2026 | May 07, 2026 |
| Vickerman Investment Advisors, Inc. | History | Added to | 14,706 | 369 | 0.08% | 0.08% | 928 | +41 | 0.28% | Q1 2026 | May 12, 2026 |
| Essex Bank | History | Added to | 14,746 | 369 | 0.08% | 0.08% | 927 | +16 | 0.11% | Q1 2026 | Apr 17, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 14,689 | 368 | 0.1% | 0.11% | 930 | -378 | -2.51% | Q1 2026 | Apr 15, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 14,625 | 367 | 0.01% | 0.02% | 931 | -8,733 | -37.39% | Q1 2026 | May 18, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 14,571 | 365 | 0.01% | 0.01% | 932 | +302 | 2.12% | Q1 2026 | Apr 17, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 14,526 | 364 | 0.07% | 0.08% | 933 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Expressive Wealth LLC | History | New | 12,839 | 363 | 0.35% | — | 935 | +12,839 | New | Q1 2026 | May 11, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 14,465 | 363 | 0.01% | 0.01% | 934 | +36 | 0.25% | Q1 2026 | May 13, 2026 |
| GWN SECURITIES INC. | History | Added to | 14,391 | 361 | 0.07% | 0.08% | 936 | +39 | 0.27% | Q1 2026 | May 14, 2026 |
| Hardy Reed LLC | History | No change | 14,351 | 360 | 0.03% | 0.03% | 937 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| North Berkeley Wealth Management, LLC | History | No change | 14,382 | 360 | 0.19% | 0.22% | 938 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Disciplined Investments, LLC | History | Reduced | 14,334 | 359 | 0.13% | 0.24% | 940 | -9,410 | -39.63% | Q1 2026 | May 12, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 14,330 | 359 | 0.01% | 0.01% | 939 | -290 | -1.98% | Q1 2026 | May 15, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | No change | 14,280 | 358 | 0.34% | 0.35% | 941 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 14,233 | 357 | 0.02% | 0.02% | 942 | +35 | 0.25% | Q1 2026 | May 05, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 14,196 | 356 | 0.03% | 0.03% | 943 | +894 | 6.72% | Q1 2026 | May 01, 2026 |
| Versant Capital Management, Inc | History | Added to | 14,211 | 356 | 0.04% | 0.05% | 944 | +39 | 0.28% | Q1 2026 | Apr 06, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 14,156 | 355 | 0.01% | 0.01% | 945 | +42 | 0.3% | Q1 2026 | Apr 21, 2026 |
| Gainplan LLC | History | No change | 14,145 | 355 | 0.27% | 0.14% | 946 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SHP Wealth Management | History | No change | 14,172 | 355 | 0.03% | 0.03% | 947 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 14,080 | 353 | 0.01% | 0.01% | 948 | -450 | -3.1% | Q1 2026 | May 15, 2026 |
| Align Financial, LLC | History | Reduced | 14,030 | 352 | 0.2% | 0.21% | 951 | -353,965 | -96.19% | Q1 2026 | May 08, 2026 |
| Redwood Investment Management, LLC | History | Added to | 14,008 | 352 | 0.04% | 0.04% | 949 | +39 | 0.28% | Q1 2026 | May 14, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 14,037 | 352 | 0.02% | 0.02% | 950 | +35 | 0.25% | Q1 2026 | May 15, 2026 |
| First Growth Capital LLC | History | No change | 13,950 | 352 | 0.32% | 0.33% | 952 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Tranquility Partners, LLC | History | Added to | 13,997 | 351 | 0.13% | 0.12% | 953 | +994 | 7.64% | Q1 2026 | Apr 20, 2026 |
| Cooke Wealth Management, LLC | History | Added to | 13,972 | 350 | 0.31% | 0.18% | 955 | +6,073 | 76.88% | Q1 2026 | Apr 10, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 13,760 | 350 | 0.02% | 0.02% | 954 | +2,377 | 20.88% | Q1 2026 | Apr 07, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 13,881 | 348 | 0.01% | 0.01% | 956 | +11 | 0.08% | Q1 2026 | Apr 07, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 13,864 | 347 | 0.04% | 0.04% | 957 | +1 | 0.01% | Q1 2026 | Apr 08, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 13,218 | 346 | 0.07% | 0.07% | 958 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Opulen Financial Group LLC | History | New | 13,772 | 345 | 0.24% | — | 960 | +13,772 | New | Q1 2026 | Apr 29, 2026 |
| ZynergyRetirementPlanningLLC | History | No change | 13,781 | 345 | 0.21% | 0.22% | 959 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MAYPORT, LLC | History | New | 13,698 | 343 | 0.06% | — | 962 | +13,698 | New | Q1 2026 | Apr 21, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 13,687 | 343 | 0.19% | 0.29% | 961 | -6,216 | -31.23% | Q1 2026 | May 12, 2026 |
| CVFG LLC | History | New | 13,616 | 341 | 0.04% | — | 965 | +13,616 | New | Q1 2026 | Apr 29, 2026 |
| Clear Harbor Asset Management, LLC | History | New | 13,614 | 341 | 0.02% | — | 964 | +13,614 | New | Q1 2026 | May 05, 2026 |
| American Financial Advisors, LLC | History | Added to | 13,616 | 341 | 0.05% | 0.05% | 963 | +15 | 0.11% | Q1 2026 | May 13, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 13,520 | 339 | 0.16% | 0.17% | 966 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Alaska Wealth Advisors, LLC | History | Reduced | 13,434 | 337 | 0.04% | 0.05% | 968 | -243 | -1.78% | Q1 2026 | Apr 24, 2026 |
| TFO Wealth Partners, LLC | History | No change | 13,446 | 337 | 0.05% | 0.05% | 967 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WASHBURN CAPITAL MANAGEMENT, INC. | History | No change | 13,396 | 336 | 0.2% | 0.19% | 969 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 13,375 | 335 | 0.19% | 0.18% | 970 | +1,337 | 11.11% | Q1 2026 | May 01, 2026 |
| JBGlobal.com LLC | History | No change | 13,148 | 330 | 0.32% | 0.43% | 971 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 13,131 | 329 | 0.01% | 0.02% | 972 | +17 | 0.13% | Q1 2026 | May 12, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 13,086 | 328 | 0.0% | 0.0% | 973 | -135 | -1.02% | Q1 2026 | May 01, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 13,055 | 327 | 0.0% | 0.0% | 975 | +454 | 3.6% | Q1 2026 | May 12, 2026 |
| Silver Lake Advisory, LLC | History | Added to | 13,030 | 327 | 0.13% | 0.13% | 974 | +29 | 0.22% | Q1 2026 | Apr 27, 2026 |
| ADE, LLC | History | No change | 13,030 | 327 | 0.16% | 0.17% | 976 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Creative Capital Management Investments LLC | History | No change | 13,053 | 327 | 0.09% | 0.1% | 977 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 12,993 | 326 | 0.03% | 0.03% | 978 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Generations Wealth, LLC | History | No change | 12,990 | 326 | 0.32% | 0.35% | 979 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Level Wealth Management LLC | History | Reduced | 12,945 | 324 | 0.15% | 0.18% | 980 | -260 | -1.97% | Q1 2026 | Apr 27, 2026 |
| Berger Financial Group, Inc | History | Reduced | 12,900 | 323 | 0.02% | 0.02% | 981 | -50 | -0.39% | Q1 2026 | Apr 28, 2026 |
| Apollon Financial, LLC | History | Reduced | 12,796 | 321 | 0.04% | 0.06% | 982 | -1,731 | -11.92% | Q1 2026 | Apr 22, 2026 |
| Atlatl Advisers LLC | History | Reduced | 12,768 | 320 | 0.24% | 0.13% | 983 | -3 | -0.02% | Q1 2026 | May 07, 2026 |
| New Perspectives, Inc | History | Reduced | 12,689 | 318 | 0.11% | 0.12% | 984 | -400 | -3.06% | Q1 2026 | Apr 21, 2026 |
| 55 North Private Wealth, LLC | History | No change | 12,672 | 318 | 0.08% | 0.09% | 985 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Choate Investment Advisors | History | No change | 12,630 | 317 | 0.01% | 0.01% | 986 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Red Mountain Financial, LLC | History | Added to | 12,618 | 316 | 0.3% | 0.3% | 988 | +1,067 | 9.24% | Q1 2026 | Apr 28, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 12,598 | 316 | 0.07% | 0.08% | 987 | +7 | 0.06% | Q1 2026 | Apr 17, 2026 |
| DRAVO BAY LLC | History | No change | 12,411 | 311 | 0.13% | 0.14% | 989 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CORNERSTONE ENTERPRISES, LLC | History | No change | 12,426 | 311 | 0.15% | 0.16% | 990 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 12,335 | 309 | 0.01% | 0.01% | 991 | -4,453 | -26.52% | Q1 2026 | Apr 08, 2026 |
| Briggs Wealth Management, Inc | History | Added to | 12,303 | 308 | 0.33% | 0.34% | 993 | +312 | 2.6% | Q1 2026 | May 15, 2026 |
| BostonPremier Wealth LLC | History | Reduced | 12,286 | 308 | 0.16% | 0.17% | 992 | -219 | -1.75% | Q1 2026 | Apr 10, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 12,232 | 307 | 0.07% | 0.08% | 996 | -684 | -5.3% | Q1 2026 | Apr 24, 2026 |
| Worth Asset Management, LLC | History | Reduced | 12,239 | 307 | 0.11% | 0.14% | 997 | -17 | -0.14% | Q1 2026 | Apr 17, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 12,257 | 307 | 0.0% | 0.0% | 994 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rock Point Advisors, LLC | History | No change | 12,243 | 307 | 0.08% | 0.08% | 995 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Goldstein Advisors, LLC | History | Added to | 12,230 | 306 | 0.03% | 0.03% | 998 | +1,266 | 11.55% | Q1 2026 | Apr 28, 2026 |
| United Community Bank | History | Added to | 12,175 | 305 | 0.1% | 0.11% | 1000 | +1,183 | 10.76% | Q1 2026 | Apr 24, 2026 |
| 5T Wealth, LLC | History | Reduced | 12,152 | 305 | 0.12% | 0.13% | 1001 | -306 | -2.46% | Q1 2026 | Apr 13, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 12,182 | 305 | 0.01% | 0.01% | 999 | +21 | 0.17% | Q1 2026 | Apr 21, 2026 |
| DOCK STREET ASSET MANAGEMENT INC | History | Reduced | 12,053 | 302 | 0.03% | 0.03% | 1002 | -2,501 | -17.18% | Q1 2026 | Apr 20, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 12,000 | 301 | 0.03% | 0.03% | 1003 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Squire Investment Management Company, LLC | History | No change | 12,000 | 301 | 0.08% | 0.1% | 1004 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| McCartney Wealth Management LLC | History | Added to | 11,953 | 300 | 0.25% | 0.27% | 1005 | +41 | 0.34% | Q1 2026 | May 11, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 11,929 | 299 | 0.05% | 0.06% | 1006 | +28 | 0.24% | Q1 2026 | May 11, 2026 |
| Echo45 Advisors LLC | History | No change | 11,942 | 299 | 0.17% | 0.18% | 1007 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Midwest Trust Co | History | Reduced | 11,888 | 298 | 0.0% | 0.0% | 1010 | -905 | -7.07% | Q1 2026 | May 01, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 11,911 | 298 | 0.05% | 0.06% | 1008 | -837 | -6.57% | Q1 2026 | May 05, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 11,885 | 298 | 0.09% | 0.09% | 1009 | +33 | 0.28% | Q1 2026 | Apr 10, 2026 |
| Arista Wealth Management, LLC | History | Added to | 11,856 | 297 | 0.04% | 0.04% | 1012 | +402 | 3.51% | Q1 2026 | Apr 30, 2026 |
| Wealthquest Corp | History | No change | 11,360 | 297 | 0.02% | 0.02% | 1011 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GRANDFIELD & DODD, LLC | History | Reduced | 11,764 | 295 | 0.02% | 0.02% | 1013 | -215 | -1.79% | Q1 2026 | May 07, 2026 |
| PUREfi Wealth, LLC | History | No change | 11,757 | 295 | 0.19% | 0.24% | 1014 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 11,705 | 293 | 0.01% | 0.01% | 1015 | +1,475 | 14.42% | Q1 2026 | May 14, 2026 |
| Michels Family Financial, LLC | History | Added to | 11,703 | 293 | 0.21% | 0.22% | 1016 | +29 | 0.25% | Q1 2026 | Apr 24, 2026 |
| Carter Financial, LLC | History | No change | 11,484 | 288 | 0.25% | 0.27% | 1017 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | No change | 11,468 | 287 | 0.05% | 0.05% | 1018 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Guardian Financial Partners, LLC | History | Added to | 11,402 | 286 | 0.12% | 0.12% | 1019 | +341 | 3.08% | Q1 2026 | Apr 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 11,376 | 285 | 0.01% | 0.02% | 1020 | -35 | -0.31% | Q1 2026 | Apr 15, 2026 |
| Paulson Wealth Management Inc. | History | No change | 11,357 | 285 | 0.07% | 0.07% | 1021 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Snowden Capital Advisors LLC | History | No change | 11,355 | 285 | 0.01% | 0.01% | 1022 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 10,846 | 284 | 0.2% | 0.24% | 1024 | -2,973 | -21.51% | Q1 2026 | Apr 16, 2026 |
| KWMG, LLC | History | Added to | 11,351 | 284 | 0.02% | 0.02% | 1023 | +833 | 7.92% | Q1 2026 | Apr 09, 2026 |
| Virtue Capital Management, LLC | History | Added to | 11,633 | 283 | 0.04% | 0.05% | 1025 | +1 | 0.01% | Q1 2026 | May 07, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 11,276 | 283 | 0.04% | 0.05% | 1026 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Prairiewood Capital, LLC | History | No change | 11,199 | 281 | 0.08% | 0.09% | 1027 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 11,038 | 280 | 0.01% | 0.01% | 1028 | -399 | -3.49% | Q1 2026 | Apr 28, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Reduced | 9,852 | 279 | 0.22% | 0.41% | 1029 | -8,878 | -47.4% | Q1 2026 | May 14, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 11,097 | 278 | 0.06% | 0.06% | 1030 | +96 | 0.87% | Q1 2026 | Apr 10, 2026 |
| Bleakley Financial Group, LLC | History | New | 11,058 | 277 | 0.0% | — | 1033 | +11,058 | New | Q1 2026 | May 04, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Reduced | 11,055 | 277 | 0.04% | 0.04% | 1031 | -379 | -3.31% | Q1 2026 | May 05, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 10,591 | 277 | 0.09% | 0.09% | 1032 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Pflug Koory, LLC | History | Added to | 10,951 | 274 | 0.13% | 0.13% | 1034 | +7 | 0.06% | Q1 2026 | Apr 21, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 10,856 | 272 | 0.0% | — | 1037 | +10,856 | New | Q1 2026 | May 15, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 10,853 | 272 | 0.01% | 0.01% | 1035 | -500 | -4.4% | Q1 2026 | Apr 15, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | No change | 9,870 | 272 | 0.14% | 0.14% | 1036 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BlackDiamond Wealth Management, LLC | History | New | 10,803 | 271 | 0.13% | — | 1041 | +10,803 | New | Q1 2026 | May 12, 2026 |
| Trek Financial, LLC | History | Added to | 10,804 | 271 | 0.01% | 0.02% | 1039 | +648 | 6.38% | Q1 2026 | May 13, 2026 |
| Ifrah Financial Services, Inc. | History | Added to | 10,833 | 271 | 0.07% | 0.07% | 1038 | +609 | 5.96% | Q1 2026 | Apr 22, 2026 |
| Rossby Financial, LCC | History | No change | 10,737 | 271 | 0.06% | 0.09% | 1040 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 10,750 | 269 | 0.02% | 0.02% | 1042 | -1 | -0.01% | Q1 2026 | Apr 14, 2026 |
| Ruggaard & Associates LLC | History | No change | 10,262 | 269 | 0.11% | 0.11% | 1043 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 10,690 | 268 | 0.01% | 0.01% | 1044 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Vigilare Wealth Management | History | No change | 10,716 | 268 | 0.09% | 0.09% | 1045 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| VERITY Wealth Advisors | History | Reduced | 10,620 | 266 | 0.18% | 0.91% | 1046 | -45,468 | -81.07% | Q1 2026 | Apr 09, 2026 |
| Broadway Wealth Solutions, Inc. | History | New | 10,633 | 266 | 0.14% | — | 1047 | +10,633 | New | Q1 2026 | Apr 21, 2026 |
| Orion Capital Management LLC | History | Added to | 10,564 | 265 | 0.09% | 0.09% | 1048 | +33 | 0.31% | Q1 2026 | May 14, 2026 |
| Councilmark Asset Management, LLC | History | No change | 10,500 | 263 | 0.15% | 0.15% | 1049 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | New | 10,456 | 262 | 0.07% | — | 1050 | +10,456 | New | Q1 2026 | Apr 29, 2026 |
| Everest Financial Group LLC | History | New | 10,444 | 262 | 0.04% | — | 1051 | +10,444 | New | Q1 2026 | May 15, 2026 |
| Planning Center, Inc. | History | Reduced | 10,431 | 261 | 0.03% | 0.03% | 1052 | -1,453 | -12.23% | Q1 2026 | Apr 28, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 10,406 | 261 | 0.02% | 0.02% | 1053 | +30 | 0.29% | Q1 2026 | Apr 30, 2026 |
| ATLas Financial Planning LLC | History | Added to | 10,430 | 261 | 0.23% | 0.27% | 1055 | +17 | 0.16% | Q1 2026 | Apr 27, 2026 |
| Napier Financial, LLC | History | No change | 10,428 | 261 | 0.06% | 0.07% | 1054 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Patten Group, Inc. | History | Reduced | 10,346 | 259 | 0.05% | 0.05% | 1056 | -31 | -0.3% | Q1 2026 | Apr 24, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 10,354 | 259 | 0.04% | 0.04% | 1057 | -28 | -0.27% | Q1 2026 | May 06, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 10,305 | 258 | 0.02% | 0.02% | 1058 | -550 | -5.07% | Q1 2026 | May 01, 2026 |
| Quantum Financial Planning Services, Inc. | History | Added to | 10,262 | 257 | 0.09% | 0.1% | 1060 | +33 | 0.32% | Q1 2026 | Apr 14, 2026 |
| Auxano Advisors, LLC | History | No change | 10,266 | 257 | 0.05% | 0.05% | 1059 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Telos Capital Management, Inc. | History | No change | 10,234 | 256 | 0.02% | 0.02% | 1061 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Nordwand Advisors, LLC | History | No change | 10,200 | 256 | 0.04% | 0.05% | 1062 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Farringdon Capital, Ltd. | History | New | 10,169 | 255 | 0.06% | — | 1067 | +10,169 | New | Q1 2026 | May 15, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Reduced | 10,179 | 255 | 0.19% | 0.24% | 1066 | -979 | -8.77% | Q1 2026 | Apr 13, 2026 |
| DB Fitzpatrick & Co, Inc | History | Added to | 10,167 | 255 | 0.22% | 0.23% | 1065 | +347 | 3.53% | Q1 2026 | Apr 27, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 10,199 | 255 | 0.03% | 0.03% | 1063 | +6 | 0.06% | Q1 2026 | May 05, 2026 |
| HC Advisors, LLC | History | No change | 10,188 | 255 | 0.17% | 0.18% | 1064 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 10,094 | 253 | 0.04% | 0.04% | 1069 | -845 | -7.72% | Q1 2026 | Apr 15, 2026 |
| STEPHENS INC /AR/ | History | No change | 10,083 | 253 | 0.0% | 0.0% | 1068 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 10,067 | 252 | 0.17% | 0.19% | 1070 | +28 | 0.28% | Q1 2026 | Apr 15, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 9,967 | 250 | 0.03% | 0.05% | 1071 | -6,053 | -37.78% | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Added to | 9,975 | 250 | 0.01% | 0.01% | 1072 | +269 | 2.77% | Q1 2026 | Apr 22, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 9,942 | 249 | 0.02% | 0.02% | 1073 | -9 | -0.09% | Q1 2026 | Apr 22, 2026 |
| UMB Bank, n.a. | History | No change | 9,900 | 248 | 0.0% | 0.0% | 1074 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Occidental Asset Management, LLC | History | No change | 9,880 | 247 | 0.03% | 0.03% | 1075 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Pachira Investments Inc. | History | Reduced | 9,808 | 246 | 0.11% | 0.13% | 1076 | -34 | -0.35% | Q1 2026 | Apr 27, 2026 |
| ARS Wealth Advisors Group, LLC | History | Added to | 9,838 | 246 | 0.02% | 0.02% | 1077 | +29 | 0.3% | Q1 2026 | Apr 15, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 9,727 | 244 | 0.07% | 0.08% | 1078 | +28 | 0.29% | Q1 2026 | May 06, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 9,703 | 243 | 0.03% | 0.03% | 1079 | -38 | -0.39% | Q1 2026 | May 15, 2026 |
| Main Management LLC | History | Reduced | 9,660 | 242 | 0.02% | 0.02% | 1080 | -828 | -7.89% | Q1 2026 | May 14, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 9,672 | 242 | 0.02% | 0.02% | 1081 | -781 | -7.47% | Q1 2026 | May 13, 2026 |
| Grey Fox Wealth Advisors, LLC | History | New | 9,620 | 241 | 0.05% | — | 1083 | +9,620 | New | Q1 2026 | Apr 21, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | No change | 9,635 | 241 | 0.06% | 0.07% | 1082 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Alley Investment Management Company, LLC | History | Reduced | 9,566 | 240 | 0.03% | 0.03% | 1085 | -370 | -3.72% | Q1 2026 | Apr 23, 2026 |
| Obermeyer Wealth Partners | History | No change | 9,600 | 240 | 0.01% | 0.01% | 1084 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 8,732 | 239 | 0.04% | 0.01% | 1087 | -7,739 | -46.99% | Q1 2026 | May 01, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 9,135 | 239 | 0.01% | 0.01% | 1086 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Red Spruce Capital, LLC | History | No change | 9,507 | 238 | 0.1% | 0.1% | 1088 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| BetterWealth, LLC | History | New | 9,469 | 237 | 0.05% | — | 1092 | +9,469 | New | Q1 2026 | Apr 24, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 9,445 | 237 | 0.0% | 0.0% | 1089 | -4,355 | -31.56% | Q1 2026 | May 08, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 9,480 | 237 | 0.0% | 0.0% | 1090 | -1,729 | -15.43% | Q1 2026 | May 13, 2026 |
| Riverwater Partners LLC | History | No change | 9,461 | 237 | 0.08% | 0.1% | 1091 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 9,422 | 236 | 0.0% | 0.0% | 1093 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Glaxis Capital Management, LLC | History | No change | 9,371 | 235 | 0.29% | 0.42% | 1094 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | New | 9,334 | 234 | 0.18% | — | 1098 | +9,334 | New | Q1 2026 | May 15, 2026 |
| WealthShield Partners, LLC | History | Reduced | 9,339 | 234 | 0.03% | 0.03% | 1095 | -229 | -2.39% | Q1 2026 | May 01, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 9,326 | 234 | 0.03% | 0.03% | 1096 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Wick Capital Partners, LLC | History | No change | 9,354 | 234 | 0.04% | 0.04% | 1097 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 9,304 | 233 | 0.07% | 0.07% | 1100 | -57 | -0.61% | Q1 2026 | Apr 16, 2026 |
| WEDGEWOOD INVESTORS INC /PA/ | History | Added to | 9,317 | 233 | 0.27% | 0.28% | 1099 | +42 | 0.45% | Q1 2026 | May 05, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 9,253 | 232 | 0.0% | 0.0% | 1101 | -427 | -4.41% | Q1 2026 | May 01, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 9,230 | 231 | 0.04% | 0.04% | 1102 | +225 | 2.5% | Q1 2026 | May 04, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Added to | 9,183 | 230 | 0.08% | 0.08% | 1104 | +338 | 3.82% | Q1 2026 | Apr 14, 2026 |
| Jackson Wealth Management, LLC | History | No change | 9,182 | 230 | 0.02% | 0.02% | 1103 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Round Rock Advisors LLC | History | Added to | 9,147 | 229 | 0.04% | 0.04% | 1105 | +13 | 0.14% | Q1 2026 | May 15, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 9,150 | 229 | 0.04% | 0.04% | 1106 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NerdWallet Wealth Partners, LLC | History | Added to | 9,017 | 226 | 0.1% | 0.1% | 1108 | +385 | 4.46% | Q1 2026 | May 05, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 9,039 | 226 | 0.03% | 0.03% | 1107 | +4 | 0.04% | Q1 2026 | May 08, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 8,979 | 225 | 0.01% | 0.01% | 1110 | -396 | -4.22% | Q1 2026 | May 06, 2026 |
| DIVIDEND ASSETS CAPITAL, LLC | History | No change | 9,000 | 225 | 0.04% | 0.05% | 1109 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Vawter Financial, Ltd. | History | No change | 9,000 | 225 | 0.09% | 0.1% | 1111 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aspen Capital Management, LLC | History | Added to | 8,939 | 224 | 0.06% | 0.05% | 1114 | +524 | 6.23% | Q1 2026 | Apr 17, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 8,956 | 224 | 0.04% | 0.04% | 1113 | +7 | 0.08% | Q1 2026 | May 14, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 8,928 | 224 | 0.01% | 0.01% | 1112 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Falcon Wealth Planning | History | No change | 8,902 | 223 | 0.02% | 0.02% | 1115 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Randolph Co Inc | History | Added to | 8,813 | 221 | 0.02% | 0.02% | 1116 | +569 | 6.9% | Q1 2026 | Apr 24, 2026 |
| Sherman Wealth Management LLC | History | Added to | 8,821 | 221 | 0.19% | 0.2% | 1118 | +25 | 0.28% | Q1 2026 | Apr 13, 2026 |
| SVRN Asset Management, LLC | History | No change | 8,844 | 221 | 0.21% | 0.19% | 1117 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Richard Young Associates, Ltd. | History | Reduced | 8,770 | 220 | 0.17% | 0.22% | 1121 | -1,890 | -17.73% | Q1 2026 | May 07, 2026 |
| Armor Investment Advisors, LLC | History | Added to | 8,786 | 220 | 0.08% | 0.08% | 1119 | +6 | 0.07% | Q1 2026 | Apr 29, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 8,766 | 220 | 0.03% | 0.03% | 1120 | +6 | 0.07% | Q1 2026 | Apr 23, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 8,688 | 218 | 0.01% | 0.01% | 1122 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Decker Wealth Management LLC | History | No change | 8,700 | 218 | 0.05% | 0.05% | 1123 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 8,661 | 217 | 0.04% | 0.04% | 1124 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Secure Asset Management, LLC | History | Reduced | 8,645 | 216 | 0.03% | 0.04% | 1125 | -651 | -7.0% | Q1 2026 | Apr 09, 2026 |
| Sensible Money, LLC | History | Added to | 8,636 | 216 | 0.07% | 0.07% | 1126 | +306 | 3.67% | Q1 2026 | Apr 21, 2026 |
| CWS Financial Advisors, LLC | History | No change | 8,580 | 215 | 0.06% | 0.06% | 1127 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 8,205 | 215 | 0.06% | 0.06% | 1128 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Certified Advisory Corp | History | Reduced | 8,559 | 214 | 0.02% | 0.03% | 1129 | -1,943 | -18.5% | Q1 2026 | Apr 17, 2026 |
| Parkway Wealth Management Group, LLC | History | No change | 8,172 | 214 | 0.03% | 0.03% | 1130 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 8,462 | 212 | 0.06% | 0.06% | 1131 | +716 | 9.24% | Q1 2026 | Apr 28, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 8,448 | 212 | 0.0% | 0.0% | 1132 | +260 | 3.18% | Q1 2026 | May 04, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 8,479 | 212 | 0.08% | 0.09% | 1133 | +24 | 0.28% | Q1 2026 | Apr 29, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 8,481 | 212 | 0.01% | 0.01% | 1134 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Strive Financial Group ,LLC | History | Added to | 8,392 | 211 | 0.11% | 0.12% | 1135 | +9 | 0.11% | Q1 2026 | May 15, 2026 |
| Bucket List Wealth Management, LLC | History | Added to | 8,388 | 210 | 0.13% | 0.13% | 1136 | +24 | 0.29% | Q1 2026 | May 07, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 8,340 | 209 | 0.01% | 0.01% | 1137 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sowell Financial Services LLC | History | Reduced | 8,304 | 208 | 0.01% | 0.02% | 1138 | -11,153 | -57.32% | Q1 2026 | Apr 20, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 8,319 | 208 | 0.06% | 0.06% | 1139 | +23 | 0.28% | Q1 2026 | May 05, 2026 |
| NWF Advisory Services Inc. | History | New | 8,268 | 207 | 0.02% | — | 1141 | +8,268 | New | Q1 2026 | May 04, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 8,271 | 207 | 0.14% | 0.15% | 1140 | +10 | 0.12% | Q1 2026 | Apr 13, 2026 |
| Glenview Trust Co | History | Reduced | 8,235 | 206 | 0.0% | 0.0% | 1142 | -2,337 | -22.11% | Q1 2026 | May 08, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 8,200 | 205 | 0.02% | — | 1145 | +8,200 | New | Q1 2026 | May 12, 2026 |
| Elite Life Management LLC | History | New | 7,221 | 205 | 0.26% | — | 1146 | +7,221 | New | Q1 2026 | May 11, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 8,205 | 205 | 0.05% | 0.06% | 1143 | +84 | 1.03% | Q1 2026 | May 11, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 8,182 | 205 | 0.15% | 0.16% | 1144 | +23 | 0.28% | Q1 2026 | Apr 16, 2026 |
| White Pine Investment CO | History | Reduced | 8,131 | 204 | 0.05% | 0.05% | 1147 | -90 | -1.09% | Q1 2026 | Apr 20, 2026 |
| Balboa Wealth Partners | History | No change | 8,128 | 204 | 0.03% | 0.04% | 1148 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Ted Buchan & Co | History | New | 8,127 | 203 | 0.07% | — | 1150 | +8,127 | New | Q1 2026 | May 14, 2026 |
| RMR Capital Management, LLC | History | No change | 8,088 | 203 | 0.15% | 0.15% | 1149 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 8,056 | 202 | 0.01% | 0.02% | 1151 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Pacific Point Advisors, LLC | History | No change | 7,972 | 200 | 0.11% | 0.11% | 1152 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 7,924 | 198 | 0.0% | 0.0% | 1153 | -18,992 | -70.56% | Q1 2026 | May 15, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Reduced | 7,849 | 197 | 0.04% | 0.04% | 1154 | -401 | -4.86% | Q1 2026 | Apr 21, 2026 |
| Sherry Group, Inc. | History | No change | 7,848 | 196 | 0.21% | 0.22% | 1155 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Friedenthal Financial | History | Added to | 7,790 | 195 | 0.1% | 0.1% | 1156 | +616 | 8.59% | Q1 2026 | Apr 20, 2026 |
| First Command Advisory Services, Inc. | History | No change | 7,740 | 194 | 0.0% | 0.0% | 1157 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Acropolis Investment Management, LLC | History | No change | 7,724 | 193 | 0.01% | 0.01% | 1158 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Frankly Finances, LLC | History | No change | 7,686 | 192 | 0.17% | 0.19% | 1159 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BESSEMER GROUP INC | History | Added to | 7,554 | 190 | 0.0% | 0.0% | 1160 | +1,554 | 25.9% | Q1 2026 | May 06, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 7,505 | 188 | 0.03% | 0.03% | 1161 | -16 | -0.21% | Q1 2026 | May 11, 2026 |
| Quantum Capital Management, LLC / NJ | History | Reduced | 7,417 | 186 | 0.02% | 0.02% | 1162 | -672 | -8.31% | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | No change | 7,368 | 184 | 0.0% | 0.0% | 1163 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Tidemark, LLC | History | Added to | 7,181 | 180 | 0.05% | 0.05% | 1164 | +19 | 0.27% | Q1 2026 | May 07, 2026 |
| Pacific Center for Financial Services | History | Added to | 7,059 | 177 | 0.04% | 0.05% | 1165 | +128 | 1.85% | Q1 2026 | May 12, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 6,868 | 172 | 0.01% | 0.01% | 1166 | +594 | 9.47% | Q1 2026 | May 11, 2026 |
| Carolina Wealth Advisors, LLC | History | Reduced | 6,797 | 170 | 0.07% | 0.18% | 1167 | -8,217 | -54.73% | Q1 2026 | Apr 07, 2026 |
| Ares Financial Consulting, LLC | History | No change | 155,951 | 170 | 0.13% | 0.16% | 1168 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Community Financial Services Group, LLC | History | New | 6,410 | 162 | 0.03% | — | 1169 | +6,410 | New | Q1 2026 | Apr 08, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 6,264 | 157 | 0.03% | 0.03% | 1170 | -599 | -8.73% | Q1 2026 | Apr 22, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 6,075 | 152 | 0.01% | 0.01% | 1171 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Piscataqua Savings Bank | History | New | 6,036 | 151 | 0.11% | — | 1172 | +6,036 | New | Q1 2026 | Apr 10, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 6,000 | 150 | 0.07% | 0.07% | 1173 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Richardson Capital Management LLC | History | Added to | 5,731 | 143 | 0.07% | 0.07% | 1174 | +17 | 0.3% | Q1 2026 | May 12, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 5,664 | 142 | 0.01% | 0.01% | 1175 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Glassman Wealth Services | History | Reduced | 5,579 | 140 | 0.02% | 0.03% | 1176 | -3,331 | -37.38% | Q1 2026 | May 04, 2026 |
| Providence Capital Advisors, LLC | History | Added to | 5,339 | 134 | 0.02% | 0.02% | 1177 | +122 | 2.34% | Q1 2026 | May 14, 2026 |
| Scarborough Advisors, LLC | History | New | 5,128 | 128 | 0.01% | — | 1178 | +5,128 | New | Q1 2026 | May 07, 2026 |
| Key FInancial Inc | History | No change | 5,087 | 127 | 0.02% | 0.02% | 1179 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PFC CAPITAL GROUP, INC. | History | Reduced | 4,976 | 124 | 0.05% | 0.06% | 1181 | -333 | -6.27% | Q1 2026 | May 13, 2026 |
| Bangor Savings Bank | History | Added to | 4,973 | 124 | 0.01% | 0.01% | 1180 | +13 | 0.26% | Q1 2026 | Apr 01, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 4,883 | 122 | 0.01% | 0.0% | 1182 | +1,014 | 26.21% | Q1 2026 | Apr 29, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 4,795 | 120 | 0.01% | 0.02% | 1183 | -2,064 | -30.09% | Q1 2026 | Apr 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 4,762 | 119 | 0.06% | 0.03% | 1184 | +2,652 | 125.69% | Q1 2026 | May 07, 2026 |
| Investors Research Corp | History | Reduced | 4,693 | 117 | 0.02% | 0.02% | 1185 | -500 | -9.63% | Q1 2026 | Apr 03, 2026 |
| Quent Capital, LLC | History | Reduced | 4,695 | 117 | 0.01% | 0.01% | 1186 | -144 | -2.98% | Q1 2026 | Apr 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 4,572 | 115 | 0.0% | 0.0% | 1187 | +2,608 | 132.79% | Q1 2026 | May 01, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 4,516 | 113 | 0.0% | — | 1188 | +4,516 | New | Q1 2026 | May 11, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 4,380 | 109 | 0.05% | — | 1189 | +4,380 | New | Q1 2026 | May 14, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 4,230 | 106 | 0.01% | 0.01% | 1191 | -252 | -5.62% | Q1 2026 | May 19, 2026 |
| WHITTIER TRUST CO | History | No change | 4,191 | 106 | 0.0% | 0.0% | 1190 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 4,170 | 104 | 0.03% | 0.03% | 1192 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Leo H. Evart, Inc. | History | New | 4,033 | 101 | 0.09% | — | 1193 | +4,033 | New | Q1 2026 | May 13, 2026 |
| Pacifica Partners Inc. | History | No change | 3,996 | 100 | 0.03% | 0.05% | 1194 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 3,975 | 99 | 0.05% | 0.05% | 1195 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 3,868 | 97 | 0.0% | 0.0% | 1196 | +2,422 | 167.5% | Q1 2026 | Apr 06, 2026 |
| CENTRAL TRUST Co | History | Reduced | 3,685 | 92 | 0.0% | 0.0% | 1197 | -1,759 | -32.31% | Q1 2026 | Apr 17, 2026 |
| SIMA Wealth Partners, LLC | History | New | 3,526 | 88 | 0.07% | — | 1199 | +3,526 | New | Q1 2026 | May 15, 2026 |
| HM PAYSON & CO | History | Added to | 3,520 | 88 | 0.0% | 0.0% | 1198 | +1,639 | 87.13% | Q1 2026 | Apr 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 3,426 | 86 | 0.01% | 0.0% | 1200 | +1,425 | 71.21% | Q1 2026 | May 01, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 3,298 | 82 | 0.02% | — | 1201 | +3,298 | New | Q1 2026 | Apr 13, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 3,223 | 80 | 0.05% | 0.06% | 1202 | +1 | 0.03% | Q1 2026 | May 07, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 3,114 | 78 | 0.02% | 0.02% | 1203 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 3,077 | 77 | 0.02% | 0.02% | 1204 | +3 | 0.1% | Q1 2026 | May 01, 2026 |
| Roxbury Financial LLC | History | Added to | 3,016 | 75 | 0.07% | 0.07% | 1205 | +6 | 0.2% | Q1 2026 | Apr 17, 2026 |
| GODSEY & GIBB, INC | History | No change | 2,895 | 72 | 0.01% | 0.01% | 1206 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2,891 | 72 | 0.0% | 0.0% | 1207 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 2,863 | 71 | 0.04% | 0.04% | 1208 | +107 | 3.88% | Q1 2026 | May 05, 2026 |
| Financially Speaking Inc | History | New | 2,794 | 70 | 0.34% | — | 1209 | +2,794 | New | Q1 2026 | Apr 07, 2026 |
| Wealth Preservation Advisors, LLC | History | Added to | 2,763 | 69 | 0.06% | 0.04% | 1210 | +4 | 0.14% | Q1 2026 | May 15, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 2,747 | 68 | 0.01% | 0.01% | 1211 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GW&K Investment Management, LLC | History | No change | 2,681 | 67 | 0.0% | 0.0% | 1212 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 2,703 | 67 | 0.04% | 0.05% | 1213 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HighMark Wealth Management LLC | History | Added to | 2,584 | 64 | 0.03% | 0.03% | 1214 | +7 | 0.27% | Q1 2026 | May 05, 2026 |
| Cordgrass Capital Advisors, LLC | History | New | 2,503 | 62 | 0.01% | — | 1216 | +2,503 | New | Q1 2026 | May 07, 2026 |
| HOERTKORN RICHARD CHARLES | History | No change | 2,480 | 62 | 0.05% | 0.03% | 1215 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 2,454 | 61 | 0.06% | 0.07% | 1217 | +7 | 0.29% | Q1 2026 | May 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 2,310 | 57 | 0.01% | — | 1218 | +2,310 | New | Q1 2026 | May 08, 2026 |
| True Wealth Design, LLC | History | New | 2,244 | 56 | 0.02% | — | 1219 | +2,244 | New | Q1 2026 | Apr 13, 2026 |
| JNBA Financial Advisors | History | No change | 2,216 | 55 | 0.0% | 0.01% | 1220 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| EASTERN BANK | History | Added to | 2,184 | 54 | 0.0% | 0.0% | 1222 | +562 | 34.65% | Q1 2026 | Apr 07, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,160 | 54 | 0.0% | 0.0% | 1221 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,103 | 52 | 0.0% | 0.0% | 1223 | +422 | 25.1% | Q1 2026 | May 05, 2026 |
| BFSG, LLC | History | Added to | 2,108 | 52 | 0.0% | 0.01% | 1224 | +5 | 0.24% | Q1 2026 | Apr 28, 2026 |
| Daytona Street Capital LLC | History | New | 2,000 | 50 | 0.04% | — | 1225 | +2,000 | New | Q1 2026 | Apr 10, 2026 |
| First Pacific Financial | History | Added to | 1,986 | 49 | 0.01% | 0.01% | 1226 | +6 | 0.3% | Q1 2026 | Apr 23, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1,941 | 48 | 0.04% | 0.04% | 1227 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NWK Group, Inc. | History | Added to | 1,897 | 47 | 0.02% | 0.01% | 1228 | +355 | 23.02% | Q1 2026 | May 07, 2026 |
| Aberdeen Wealth Management LLC | History | Added to | 1,821 | 45 | 0.02% | 0.02% | 1229 | +35 | 1.96% | Q1 2026 | May 15, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 1,775 | 44 | 0.0% | 0.0% | 1230 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 1,727 | 43 | 0.01% | 0.01% | 1231 | -633 | -26.82% | Q1 2026 | Apr 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,673 | 41 | 0.0% | 0.0% | 1232 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | New | 1,630 | 40 | 0.02% | — | 1233 | +1,630 | New | Q1 2026 | May 15, 2026 |
| Western Pacific Wealth Management, LP | History | Added to | 1,589 | 39 | 0.04% | 0.04% | 1234 | +5 | 0.32% | Q1 2026 | Apr 17, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,474 | 37 | 0.0% | 0.0% | 1235 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 1,447 | 36 | 0.01% | 0.01% | 1236 | +661 | 84.1% | Q1 2026 | May 01, 2026 |
| Curat Global, LLC | History | Added to | 1,446 | 36 | 0.04% | 0.04% | 1238 | +4 | 0.28% | Q1 2026 | Apr 21, 2026 |
| Nemes Rush Group LLC | History | Added to | 1,461 | 36 | 0.0% | 0.0% | 1237 | +2 | 0.14% | Q1 2026 | Apr 21, 2026 |
| Basepoint Wealth LLC | History | No change | 1,449 | 36 | 0.02% | 0.02% | 1239 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| American Capital Advisory, LLC | History | Reduced | 1,428 | 35 | 0.01% | 0.02% | 1241 | -193 | -11.91% | Q1 2026 | Apr 29, 2026 |
| Marquette Asset Management, LLC | History | No change | 1,400 | 35 | 0.01% | 0.01% | 1240 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sound Income Strategies, LLC | History | New | 1,364 | 34 | 0.0% | — | 1242 | +1,364 | New | Q1 2026 | Apr 27, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 1,265 | 31 | 0.01% | 0.01% | 1245 | +7 | 0.56% | Q1 2026 | Apr 17, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 1,268 | 31 | 0.01% | 0.01% | 1244 | +4 | 0.32% | Q1 2026 | May 08, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 1,260 | 31 | 0.0% | 0.0% | 1243 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BAYBAN | History | No change | 1,272 | 31 | 0.03% | 0.03% | 1246 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Integrity Financial Corp /WA | History | Added to | 1,198 | 30 | 0.01% | 0.01% | 1248 | +660 | 122.68% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,220 | 30 | 0.0% | 0.0% | 1247 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 1,195 | 29 | 0.01% | — | 1251 | +1,195 | New | Q1 2026 | May 13, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1,130 | 29 | 0.01% | 0.01% | 1249 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,194 | 29 | 0.0% | 0.0% | 1250 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Blume Capital Management, Inc. | History | Added to | 1,115 | 27 | 0.0% | 0.01% | 1252 | +1 | 0.09% | Q1 2026 | May 01, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 1,096 | 26 | 0.0% | — | 1256 | +1,096 | New | Q1 2026 | May 12, 2026 |
| True Link Financial Advisors, LLC | History | New | 1,072 | 26 | 0.0% | — | 1254 | +1,072 | New | Q1 2026 | Apr 29, 2026 |
| Financial Life Planners | History | New | 1,067 | 26 | 0.02% | — | 1255 | +1,067 | New | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,046 | 26 | 0.0% | 0.0% | 1253 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Synergy Investment Management, LLC | History | New | 963 | 24 | 0.01% | — | 1258 | +963 | New | Q1 2026 | May 14, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 989 | 24 | 0.01% | 0.02% | 1257 | -316 | -24.21% | Q1 2026 | Apr 30, 2026 |
| United Financial Planning Group LLC | History | Added to | 931 | 23 | 0.01% | 0.01% | 1259 | +552 | 145.65% | Q1 2026 | May 08, 2026 |
| TD Waterhouse Canada Inc. | History | New | 900 | 22 | 0.0% | — | 1261 | +900 | New | Q1 2026 | May 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 907 | 22 | 0.01% | 0.01% | 1260 | -99 | -9.84% | Q1 2026 | Apr 23, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 871 | 21 | 0.01% | 0.02% | 1262 | -529 | -37.79% | Q1 2026 | Apr 08, 2026 |
| Activest Wealth Management | History | New | 807 | 20 | 0.0% | — | 1263 | +807 | New | Q1 2026 | Apr 15, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 782 | 19 | 0.0% | 0.0% | 1264 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 751 | 18 | 0.0% | 0.0% | 1265 | +2 | 0.27% | Q1 2026 | May 13, 2026 |
| Financial Perspectives, Inc | History | Added to | 725 | 18 | 0.01% | 0.0% | 1267 | +2 | 0.28% | Q1 2026 | May 11, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 750 | 18 | 0.0% | 0.0% | 1266 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LRI Investments, LLC | History | Reduced | 668 | 16 | 0.0% | 0.0% | 1270 | -668 | -50.0% | Q1 2026 | Apr 30, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 662 | 16 | 0.01% | 0.0% | 1268 | +113 | 20.58% | Q1 2026 | Apr 20, 2026 |
| Evolution Advisers, Inc. | History | No change | 657 | 16 | 0.01% | 0.01% | 1269 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Manchester Capital Management LLC | History | No change | 600 | 15 | 0.0% | 0.0% | 1271 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Addison Advisors LLC | History | No change | 564 | 14 | 0.0% | 0.0% | 1272 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CURIO WEALTH, LLC | History | No change | 567 | 14 | 0.0% | 0.01% | 1273 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Kilter Group LLC | History | No change | 582 | 14 | 0.01% | 0.01% | 1274 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aventura Private Wealth, LLC | History | No change | 570 | 14 | 0.01% | 0.01% | 1275 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Prudent Man Investment Management, Inc. | History | Added to | 470 | 12 | 0.0% | 0.0% | 1278 | +114 | 32.02% | Q1 2026 | May 04, 2026 |
| Avion Wealth | History | No change | 509 | 12 | 0.0% | 0.0% | 1276 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Raleigh Capital Management Inc. | History | No change | 500 | 12 | 0.0% | 0.0% | 1277 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Wiser Advisor Group LLC | History | Added to | 468 | 11 | 0.01% | 0.01% | 1279 | +1 | 0.21% | Q1 2026 | Apr 22, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 453 | 11 | 0.01% | 0.01% | 1280 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DUNCKER STREETT & CO INC | History | New | 428 | 10 | 0.0% | — | 1284 | +428 | New | Q1 2026 | Apr 29, 2026 |
| PlanVest Financial, Inc | History | New | 414 | 10 | 0.01% | — | 1285 | +414 | New | Q1 2026 | May 14, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 420 | 10 | 0.01% | 0.0% | 1281 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MTM Investment Management, LLC | History | No change | 402 | 10 | 0.0% | 0.0% | 1282 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 401 | 10 | 0.01% | 0.01% | 1283 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Financial Freedom, LLC | History | Added to | 388 | 9 | 0.0% | 0.0% | 1286 | +1 | 0.26% | Q1 2026 | Apr 30, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 390 | 9 | 0.0% | 0.01% | 1288 | +1 | 0.26% | Q1 2026 | May 15, 2026 |
| Planning Project LLC | History | No change | 366 | 9 | 0.0% | 0.0% | 1287 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Dunhill Financial, LLC | History | New | 297 | 7 | 0.0% | — | 1292 | +297 | New | Q1 2026 | May 06, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 298 | 7 | 0.0% | 0.0% | 1291 | +10 | 3.47% | Q1 2026 | May 06, 2026 |
| Tower View Wealth Management LLC | History | Added to | 313 | 7 | 0.0% | 0.0% | 1290 | +1 | 0.32% | Q1 2026 | Apr 20, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 303 | 7 | 0.0% | 0.0% | 1289 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | New | 258 | 6 | 0.0% | — | 1293 | +258 | New | Q1 2026 | May 05, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 213 | 5 | 0.0% | — | 1298 | +213 | New | Q1 2026 | Apr 13, 2026 |
| Sunrise Financial Services, LLC | History | New | 204 | 5 | 0.0% | — | 1299 | +204 | New | Q1 2026 | Apr 29, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 219 | 5 | 0.0% | 0.0% | 1295 | +159 | 265.0% | Q1 2026 | May 14, 2026 |
| Clayton Financial Group LLC | History | Added to | 223 | 5 | 0.0% | 0.0% | 1296 | +93 | 71.54% | Q1 2026 | Apr 13, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Added to | 205 | 5 | 0.0% | 0.0% | 1294 | +1 | 0.49% | Q1 2026 | May 11, 2026 |
| Bernard Wealth Management Corp. | History | No change | 239 | 5 | 0.0% | 0.0% | 1297 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Signature Equity Partners, LLC | History | New | 170 | 4 | 0.0% | — | 1305 | +170 | New | Q1 2026 | May 13, 2026 |
| Winch Advisory Services, LLC | History | Added to | 156 | 4 | 0.0% | 0.0% | 1301 | +9 | 6.12% | Q1 2026 | Apr 30, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 180 | 4 | 0.0% | 0.0% | 1300 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Wealth Strategies & Associates | History | No change | 181 | 4 | 0.0% | 0.0% | 1302 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Monetary Solutions, Ltd | History | No change | 198 | 4 | 0.0% | 0.0% | 1303 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Hamrick Investment Counsel, llc | History | No change | 167 | 4 | 0.0% | 0.0% | 1304 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Birchwood Financial Partners, Inc. | History | Reduced | 139 | 3 | 0.0% | 0.03% | 1309 | -931 | -87.01% | Q1 2026 | May 05, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 123 | 3 | 0.0% | — | 1310 | +123 | New | Q1 2026 | May 15, 2026 |
| NBT BANK N A /NY | History | Added to | 126 | 3 | 0.0% | 0.0% | 1306 | +100 | 384.62% | Q1 2026 | Apr 28, 2026 |
| High Note Wealth, LLC | History | No change | 156 | 3 | 0.0% | 0.0% | 1307 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 128 | 3 | 0.0% | 0.0% | 1308 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 113 | 2 | 0.0% | — | 1311 | +91 | 413.64% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 119 | 2 | 0.0% | 0.0% | 1312 | +36 | 43.37% | Q1 2026 | May 15, 2026 |
| Walsh & Associates, LLC | History | No change | 84 | 2 | 0.0% | 0.0% | 1313 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| N.E.W. Advisory Services LLC | History | New | 60 | 1 | 0.0% | — | 1316 | +60 | New | Q1 2026 | May 04, 2026 |
| Robbins Farley | History | New | 53 | 1 | 0.0% | — | 1317 | +53 | New | Q1 2026 | Apr 17, 2026 |
| Rossmore Private Capital | History | No change | 42 | 1 | 0.0% | 0.0% | 1314 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Networth Advisors, LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 1315 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Strategic Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 14.02% | — | -939,186 | -100.0% | Q1 2026 | May 14, 2026 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -304,302 | -100.0% | Q1 2026 | Apr 28, 2026 |
| BALLAST ADVISORS LLC | History | Closed out | 0 | 0 | — | 1.92% | — | -265,637 | -100.0% | Q1 2026 | May 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -175,459 | -100.0% | Q1 2026 | Apr 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -143,700 | -100.0% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -112,475 | -100.0% | Q1 2026 | Apr 22, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.01% | — | -111,002 | -100.0% | Q1 2026 | May 12, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.21% | — | -89,028 | -100.0% | Q1 2026 | Apr 24, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -69,146 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Value Investment Professionals, LLC | History | Closed out | 0 | 0 | — | 1.81% | — | -65,931 | -100.0% | Q1 2026 | Apr 27, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -55,976 | -100.0% | Q1 2026 | May 15, 2026 |
| Westwood Wealth Management | History | Closed out | 0 | 0 | — | 0.92% | — | -46,656 | -100.0% | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -45,283 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Capital, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -40,678 | -100.0% | Q1 2026 | May 12, 2026 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39,154 | -100.0% | Q1 2026 | May 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -37,844 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Wolfstich Capital, LLC | History | Closed out | 0 | 0 | — | 0.82% | — | -32,427 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Sterling Group Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -28,769 | -100.0% | Q1 2026 | May 04, 2026 |
| Econ Financial Services Corp | History | Closed out | 0 | 0 | — | 0.35% | — | -26,356 | -100.0% | Q1 2026 | Apr 21, 2026 |
| My Personal CFO, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -25,257 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Hershey Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -23,174 | -100.0% | Q1 2026 | May 06, 2026 |
| Oasis Advisors, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -18,868 | -100.0% | Q1 2026 | May 04, 2026 |
| Integrity Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -18,704 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Closed out | 0 | 0 | — | 0.87% | — | -18,551 | -100.0% | Q1 2026 | Apr 15, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -17,781 | -100.0% | Q1 2026 | May 15, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -17,001 | -100.0% | Q1 2026 | May 11, 2026 |
| Warm Springs Advisors Inc. | History | Closed out | 0 | 0 | — | 0.33% | — | -16,150 | -100.0% | Q1 2026 | Apr 30, 2026 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 0.32% | — | -14,776 | -100.0% | Q1 2026 | May 20, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,002 | -100.0% | Q1 2026 | May 14, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -12,582 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Plan A Wealth LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -12,346 | -100.0% | Q1 2026 | May 15, 2026 |
| Americana Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,003 | -100.0% | Q1 2026 | May 12, 2026 |
| Warwick Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -11,360 | -100.0% | Q1 2026 | May 11, 2026 |
| CWA Asset Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,783 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Austin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,165 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Strategic Equity Management | History | Closed out | 0 | 0 | — | 0.09% | — | -10,002 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Howard Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,231 | -100.0% | Q1 2026 | May 05, 2026 |
| Aurora Investment Managers, LLC. | History | Closed out | 0 | 0 | — | 0.13% | — | -8,906 | -100.0% | Q1 2026 | Apr 20, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,696 | -100.0% | Q1 2026 | May 12, 2026 |
| MONEYWISE, INC. | History | Closed out | 0 | 0 | — | 0.09% | — | -8,175 | -100.0% | Q1 2026 | Apr 27, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -7,958 | -100.0% | Q1 2026 | May 13, 2026 |
| Mission Hills Financial Advisory, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -7,913 | -100.0% | Q1 2026 | May 01, 2026 |
| TCI Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,886 | -100.0% | Q1 2026 | Apr 27, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,825 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Prasad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,812 | -100.0% | Q1 2026 | Apr 27, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -7,800 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Ellenbecker Investment Group | History | Closed out | 0 | 0 | — | 0.03% | — | -7,716 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Victrix Investment Advisors | History | Closed out | 0 | 0 | — | 0.08% | — | -7,706 | -100.0% | Q1 2026 | Apr 09, 2026 |
| marrick wealth, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -7,627 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Closed out | 0 | 0 | — | 0.08% | — | -7,551 | -100.0% | Q1 2026 | Apr 29, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,180 | -100.0% | Q1 2026 | May 07, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,431 | -100.0% | Q1 2026 | May 12, 2026 |
| Beacon Financial Strategies CORP | History | Closed out | 0 | 0 | — | 0.04% | — | -2,453 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 6 | 0 | — | 0.01% | — | -2,303 | -99.74% | Q1 2026 | Apr 28, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,956 | -100.0% | Q1 2026 | May 14, 2026 |
| PITTENGER & ANDERSON INC | History | Closed out | 0 | 0 | — | 0.0% | — | -912 | -100.0% | Q1 2026 | May 01, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -675 | -100.0% | Q1 2026 | May 04, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -600 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MOTCO | History | Closed out | 0 | 0 | — | 0.0% | — | -592 | -100.0% | Q1 2026 | Apr 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -488 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Quaker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -384 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -339 | -100.0% | Q1 2026 | May 07, 2026 |
| Gen-Wealth Partners Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -233 | -100.0% | Q1 2026 | May 08, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 33 | 0 | — | — | — | +30 | 1000.0% | Q1 2026 | May 08, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q1 2026 | Apr 16, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | May 01, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 13, 2026 |
| Smallwood Wealth Investment Management, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 22, 2026 |
| Meramec Financial Planners, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 27, 2026 |
| Longview Financial Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Triumph Capital Management | History | Added to | 9 | 0 | — | — | — | +2 | 28.57% | Q1 2026 | May 13, 2026 |
| Burk Holdings LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 07, 2026 |
| IFS Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Truvestments Capital LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hughes Financial Services, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |