SCHWAB STRATEGIC TRUST - SCHD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Rakuten Investment Management, Inc. | History | Added to | 83,184,068 | 2,254,288 | 4.58% | 3.8% | 1 | +41,592,034 | 100.0% | Q1 2026 | May 12, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | Added to | 45,450,000 | 1,394,406 | 32.77% | 23.32% | 2 | +14,400,000 | 46.38% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Reduced | 30,870,001 | 947,091 | 0.25% | 0.24% | 3 | -1,283,433 | -3.99% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 30,862,254 | 946,853 | 0.07% | 0.09% | 4 | -16,082,890 | -34.26% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 26,336,113 | 807,992 | 0.05% | 0.04% | 5 | +477,956 | 1.85% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 24,184,523 | 741,981 | 0.79% | 1.04% | 6 | -10,421,505 | -30.11% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 17,312,076 | 531,134 | 0.14% | 0.13% | 7 | +1,099,387 | 6.78% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 17,180,084 | 527,084 | 0.16% | 0.13% | 8 | +1,663,039 | 10.72% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 14,633,771 | 448,964 | 0.07% | 0.06% | 9 | +490,444 | 3.47% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 13,734,714 | 421,381 | 0.26% | 0.24% | 10 | -315,647 | -2.25% | Q1 2026 | May 07, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 13,311,446 | 408,395 | 3.21% | 2.95% | 11 | -224,275 | -1.66% | Q1 2026 | May 01, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 12,807,842 | 392,944 | 0.86% | 0.79% | 12 | -79,615 | -0.62% | Q1 2026 | May 05, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 9,569,026 | 293,577 | 6.25% | 5.34% | 13 | +324,778 | 3.51% | Q1 2026 | May 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 9,553,728 | 293,129 | 0.43% | 0.37% | 14 | +355,573 | 3.87% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 9,444,472 | 289,756 | 0.4% | 0.37% | 15 | -564,161 | -5.64% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 9,298,733 | 285,285 | 0.05% | 0.05% | 16 | -904,820 | -8.87% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 8,655,941 | 265,563 | 0.05% | 0.04% | 17 | +660,876 | 8.27% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 7,892,894 | 242,194 | 0.06% | 0.05% | 18 | -704,032 | -8.19% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 7,606,319 | 233,361 | 0.27% | 0.23% | 19 | +706,876 | 10.25% | Q1 2026 | May 13, 2026 |
| Keystone Financial Planning, Inc. | History | Added to | 6,763,707 | 207,510 | 55.43% | 48.03% | 20 | +725,957 | 12.02% | Q1 2026 | Apr 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 6,543,313 | 200,749 | 0.52% | 0.46% | 21 | +173,869 | 2.73% | Q1 2026 | Apr 30, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 6,157,767 | 188,920 | 0.31% | 0.31% | 22 | -864,992 | -12.32% | Q1 2026 | May 14, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 5,507,557 | 168,971 | 4.64% | 7.75% | 23 | -4,598,666 | -45.5% | Q1 2026 | May 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 5,368,583 | 164,708 | 0.46% | 0.42% | 24 | -929,651 | -14.76% | Q1 2026 | May 04, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 5,156,506 | 158,201 | 18.21% | 16.2% | 25 | +138,225 | 2.75% | Q1 2026 | Apr 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 5,134,661 | 157,531 | 0.17% | 0.16% | 26 | -277,147 | -5.12% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,979,785 | 150,882 | 0.31% | 0.29% | 27 | -2,712,642 | -35.26% | Q1 2026 | Apr 08, 2026 |
| Creative Planning | History | Added to | 4,398,038 | 134,931 | 0.09% | 0.08% | 28 | +106,479 | 2.48% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 4,329,200 | 132,819 | 0.01% | 0.01% | 29 | +816,000 | 23.23% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,312,275 | 131,438 | 0.01% | 0.01% | 30 | -980,262 | -18.52% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 4,054,445 | 124,390 | 0.33% | 0.41% | 31 | -1,450,613 | -26.35% | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 3,836,791 | 117,712 | 0.43% | 0.35% | 32 | +280,129 | 7.88% | Q1 2026 | Apr 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,854,996 | 117,350 | 0.06% | 0.05% | 33 | +707,568 | 22.48% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 3,523,127 | 108,089 | 0.41% | 0.38% | 34 | +126,902 | 3.74% | Q1 2026 | Apr 30, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 3,179,295 | 97,540 | 0.13% | 0.14% | 35 | -692,283 | -17.88% | Q1 2026 | Apr 27, 2026 |
| Berger Financial Group, Inc | History | Reduced | 2,995,109 | 91,889 | 5.14% | 5.0% | 36 | -157,747 | -5.0% | Q1 2026 | Apr 28, 2026 |
| Cresset Asset Management, LLC | History | Added to | 2,810,190 | 86,216 | 0.37% | 0.3% | 37 | +187,580 | 7.15% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,740,918 | 84,091 | 0.15% | 0.22% | 38 | +190,748 | 7.48% | Q1 2026 | May 01, 2026 |
| Valmark Advisers, Inc. | History | Added to | 2,665,661 | 81,782 | 0.97% | 0.89% | 39 | +38,194 | 1.45% | Q1 2026 | May 01, 2026 |
| Asset Advisors Investment Management, LLC | History | Reduced | 2,518,563 | 77,269 | 7.37% | 6.41% | 40 | -15,928 | -0.63% | Q1 2026 | Apr 16, 2026 |
| Cerity Partners LLC | History | Reduced | 2,502,403 | 76,773 | 0.11% | 0.22% | 41 | -2,930,338 | -53.94% | Q1 2026 | May 15, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 2,356,664 | 72,915 | 5.35% | 5.22% | 42 | -179,398 | -7.07% | Q1 2026 | Apr 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,305,438 | 70,730 | 0.07% | 0.06% | 43 | +56,636 | 2.52% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 2,304,855 | 70,712 | 0.4% | 0.35% | 44 | +58,486 | 2.6% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 2,297,170 | 70,477 | 0.1% | 0.08% | 45 | +508,108 | 28.4% | Q1 2026 | May 15, 2026 |
| Golden Reserve Retirement LLC | History | Reduced | 2,287,654 | 70,185 | 14.48% | 12.15% | 46 | -111,896 | -4.66% | Q1 2026 | Apr 20, 2026 |
| Charles Schwab Trust Bank | History | Reduced | 2,064,792 | 63,347 | 100.0% | 100.0% | 47 | -433,439 | -17.35% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 2,063,539 | 63,309 | 0.01% | 0.01% | 48 | +688,439 | 50.06% | Q1 2026 | May 15, 2026 |
| Summit Asset Management, LLC | History | Added to | 2,060,404 | 63,213 | 8.79% | 7.9% | 49 | +23,863 | 1.17% | Q1 2026 | May 08, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 2,019,352 | 61,953 | 0.1% | 0.09% | 50 | -96,005 | -4.54% | Q1 2026 | May 14, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 1,983,174 | 60,843 | 2.18% | 2.09% | 51 | -200,456 | -9.18% | Q1 2026 | Apr 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 1,957,156 | 60,045 | 0.36% | 0.38% | 52 | -274,903 | -12.32% | Q1 2026 | May 05, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 1,945,292 | 59,681 | 6.72% | 6.27% | 53 | -10,245 | -0.52% | Q1 2026 | Apr 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,925,473 | 59,073 | 0.91% | 0.9% | 54 | +312,441 | 19.37% | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | Reduced | 1,911,610 | 58,648 | 6.18% | 6.29% | 55 | -83,395 | -4.18% | Q1 2026 | Apr 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,912,047 | 58,642 | 0.36% | 0.31% | 56 | +56,259 | 3.03% | Q1 2026 | May 15, 2026 |
| MCF Advisors LLC | History | Added to | 1,838,647 | 56,409 | 2.47% | 0.47% | 57 | +1,525,348 | 486.87% | Q1 2026 | May 11, 2026 |
| Paradiem, LLC | History | New | 1,833,707 | 56,258 | 12.39% | — | 58 | +1,833,707 | New | Q1 2026 | May 04, 2026 |
| Allied Investment Advisors, LLC | History | Added to | 1,816,625 | 55,734 | 7.99% | 7.56% | 59 | +32,760 | 1.84% | Q1 2026 | Apr 27, 2026 |
| BOKF, NA | History | Added to | 1,810,667 | 55,551 | 0.85% | 0.74% | 60 | +54,554 | 3.11% | Q1 2026 | May 08, 2026 |
| STEPHENS INC /AR/ | History | Added to | 1,807,762 | 55,462 | 0.69% | 0.58% | 61 | +99,254 | 5.81% | Q1 2026 | Apr 28, 2026 |
| Whelan Financial | History | Reduced | 1,775,462 | 54,471 | 16.91% | 15.25% | 62 | -4,316 | -0.24% | Q1 2026 | Apr 24, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 1,981,994 | 54,366 | 7.78% | 7.78% | 63 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,761,460 | 54,041 | 0.29% | 0.3% | 64 | +222,560 | 14.46% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,746,418 | 53,580 | 0.4% | 0.37% | 65 | +71,535 | 4.27% | Q1 2026 | May 15, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 1,729,734 | 53,069 | 1.69% | 1.81% | 66 | -158,640 | -8.4% | Q1 2026 | May 06, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 1,722,959 | 52,860 | 18.11% | 16.16% | 67 | -2,940 | -0.17% | Q1 2026 | Apr 01, 2026 |
| Scott Capital Advisors, LLC | History | Reduced | 1,729,169 | 52,843 | 10.71% | 10.72% | 68 | -35,681 | -2.02% | Q1 2026 | Apr 15, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 1,715,499 | 52,631 | 10.72% | 9.28% | 69 | -149,766 | -8.03% | Q1 2026 | Apr 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,668,997 | 51,202 | 0.09% | 0.08% | 70 | +52,138 | 3.22% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Added to | 1,660,526 | 50,971 | 0.63% | 0.49% | 71 | +281,099 | 20.38% | Q1 2026 | May 12, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 1,654,095 | 50,747 | 31.26% | 28.82% | 72 | +1,113 | 0.07% | Q1 2026 | Apr 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 1,643,156 | 50,412 | 0.33% | 0.28% | 73 | +63,788 | 4.04% | Q1 2026 | Apr 27, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | Added to | 1,642,886 | 50,403 | 10.48% | 9.16% | 74 | +28,701 | 1.78% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Added to | 1,641,871 | 50,375 | 0.06% | 0.05% | 75 | +73,690 | 4.7% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 1,631,844 | 50,064 | 0.02% | 0.06% | 76 | +784,885 | 92.67% | Q1 2026 | May 04, 2026 |
| CGC Financial Services, LLC | History | Reduced | 1,616,296 | 49,587 | 14.33% | 11.93% | 77 | -8,627 | -0.53% | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,601,572 | 49,136 | 0.25% | 0.23% | 78 | +40,424 | 2.59% | Q1 2026 | May 08, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 1,587,128 | 48,693 | 0.55% | 0.56% | 79 | -260,088 | -14.08% | Q1 2026 | May 05, 2026 |
| Leelyn Smith, LLC | History | Added to | 1,586,958 | 48,687 | 6.83% | 6.12% | 80 | +43,719 | 2.83% | Q1 2026 | Apr 27, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 1,581,000 | 48,505 | 1.92% | 1.64% | 81 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Evergreen Advisors, LLC | History | Added to | 1,551,080 | 47,587 | 11.18% | 10.15% | 82 | +33,402 | 2.2% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Reduced | 1,535,104 | 47,096 | 0.35% | 0.35% | 83 | -33,295 | -2.12% | Q1 2026 | Apr 15, 2026 |
| Keudell/Morrison Wealth Management | History | Reduced | 1,530,634 | 46,959 | 9.6% | 9.2% | 84 | -65,184 | -4.08% | Q1 2026 | Apr 20, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 1,526,950 | 46,846 | 5.75% | 5.86% | 85 | -172,204 | -10.13% | Q1 2026 | Apr 27, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 1,689,595 | 46,345 | 3.47% | 3.47% | 86 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Noble Family Wealth, LLC | History | Added to | 1,505,055 | 46,175 | 9.53% | 8.26% | 87 | +77,364 | 5.42% | Q1 2026 | Apr 23, 2026 |
| Allworth Financial LP | History | Reduced | 1,495,297 | 45,875 | 0.19% | 0.31% | 88 | -1,242,485 | -45.38% | Q1 2026 | May 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 1,469,689 | 45,090 | 0.58% | 0.51% | 89 | +14,628 | 1.01% | Q1 2026 | Apr 21, 2026 |
| Cedar Wealth Management, LLC | History | Reduced | 1,437,761 | 44,110 | 12.84% | 11.86% | 90 | -7,437 | -0.51% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 1,430,798 | 43,896 | 0.21% | 0.2% | 91 | -103,190 | -6.73% | Q1 2026 | Apr 24, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,406,718 | 43,158 | 0.11% | 0.08% | 92 | +93,150 | 7.09% | Q1 2026 | Apr 22, 2026 |
| American Financial Advisors, LLC | History | Reduced | 1,375,154 | 42,189 | 5.63% | 5.0% | 93 | -36,884 | -2.61% | Q1 2026 | May 13, 2026 |
| Curran Financial Partners, LLC | History | Added to | 1,371,246 | 42,069 | 7.53% | 6.76% | 94 | +73,867 | 5.69% | Q1 2026 | Apr 15, 2026 |
| LVW Advisors, LLC | History | Reduced | 1,348,255 | 41,364 | 3.94% | 6.2% | 95 | -880,712 | -39.51% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,343,731 | 40,997 | 0.39% | 0.3% | 96 | +306,835 | 29.59% | Q1 2026 | Apr 07, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,319,700 | 40,488 | 0.32% | 0.27% | 97 | -37,238 | -2.74% | Q1 2026 | May 11, 2026 |
| ForthRight Wealth Management, LLC | History | Added to | 1,290,143 | 39,581 | 11.23% | 9.95% | 98 | +27,829 | 2.2% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,265,863 | 38,930 | 0.07% | 0.07% | 99 | -83,168 | -6.17% | Q1 2026 | May 01, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 1,234,545 | 37,875 | 0.38% | 0.44% | 100 | -73,338 | -5.61% | Q1 2026 | May 13, 2026 |
| CRA Financial Services, LLC | History | Added to | 1,188,417 | 36,460 | 4.73% | 4.22% | 101 | +13,343 | 1.14% | Q1 2026 | Apr 09, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 1,179,564 | 36,189 | 0.24% | 0.22% | 102 | +21,278 | 1.84% | Q1 2026 | May 07, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Reduced | 1,179,486 | 36,187 | 0.77% | 0.72% | 103 | -30,733 | -2.54% | Q1 2026 | May 12, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 1,158,299 | 35,536 | 2.51% | 2.28% | 104 | +44,682 | 4.01% | Q1 2026 | May 14, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 1,154,086 | 35,407 | 10.38% | 8.96% | 105 | +71,724 | 6.63% | Q1 2026 | Apr 16, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,263,537 | 34,691 | 0.22% | 0.21% | 106 | +123,987 | 10.88% | Q1 2026 | May 15, 2026 |
| Steele Capital Management, Inc. | History | Added to | 1,126,574 | 34,563 | 1.43% | 1.32% | 107 | +1,590 | 0.14% | Q1 2026 | Apr 29, 2026 |
| Apriem Advisors | History | Added to | 1,119,196 | 34,336 | 3.28% | 2.19% | 108 | +251,065 | 28.92% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,100,333 | 33,758 | 0.27% | 0.12% | 109 | +740,511 | 205.8% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Added to | 1,098,342 | 33,697 | 1.64% | 0.99% | 110 | +351,699 | 47.1% | Q1 2026 | May 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,095,793 | 33,618 | 0.1% | 0.08% | 111 | +2,563 | 0.23% | Q1 2026 | May 08, 2026 |
| Souders Financial Advisors | History | Added to | 1,062,838 | 32,607 | 3.72% | 3.34% | 112 | +883 | 0.08% | Q1 2026 | May 04, 2026 |
| eCIO, Inc. | History | Reduced | 1,017,616 | 31,220 | 13.72% | 13.9% | 113 | -70,586 | -6.49% | Q1 2026 | Apr 14, 2026 |
| Independent Advisor Alliance | History | Added to | 1,015,605 | 31,158 | 0.33% | 0.1% | 114 | +868,536 | 590.56% | Q1 2026 | May 12, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 1,011,433 | 31,030 | 2.0% | 1.72% | 115 | +2,446 | 0.24% | Q1 2026 | Apr 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 997,742 | 30,610 | 0.56% | 0.5% | 116 | +40,504 | 4.23% | Q1 2026 | May 11, 2026 |
| Aspire Capital Advisors LLC | History | Reduced | 980,800 | 30,090 | 6.77% | 6.86% | 117 | -83,161 | -7.82% | Q1 2026 | Apr 22, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 980,705 | 30,088 | 6.0% | 5.58% | 118 | +4,748 | 0.49% | Q1 2026 | Apr 09, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 966,936 | 29,665 | 1.32% | 1.28% | 119 | -42,609 | -4.22% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 965,069 | 29,608 | 0.01% | 0.0% | 120 | +131,686 | 15.8% | Q1 2026 | May 05, 2026 |
| Financial Insights, Inc. | History | Added to | 941,050 | 28,871 | 9.36% | 8.36% | 121 | +31,377 | 3.45% | Q1 2026 | May 18, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 939,516 | 28,824 | 6.07% | 5.46% | 122 | -15,522 | -1.63% | Q1 2026 | Apr 13, 2026 |
| Eagle Capital Management, LLC | History | Added to | 929,233 | 28,509 | 11.24% | 9.25% | 123 | +2,355 | 0.25% | Q1 2026 | Apr 20, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 928,347 | 28,481 | 8.32% | 5.83% | 124 | +201,735 | 27.76% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 911,443 | 27,963 | 0.15% | 0.07% | 125 | +414,039 | 83.24% | Q1 2026 | May 05, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 908,819 | 27,882 | 1.61% | 1.58% | 126 | -57,340 | -5.93% | Q1 2026 | May 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 898,300 | 27,559 | 0.12% | 0.08% | 127 | -97,100 | -9.75% | Q1 2026 | May 14, 2026 |
| Walker Financial Services, Inc. | History | Reduced | 890,640 | 27,324 | 9.35% | 10.31% | 128 | -146,937 | -14.16% | Q1 2026 | Apr 29, 2026 |
| CENTRAL TRUST Co | History | Reduced | 889,216 | 27,281 | 0.54% | 0.51% | 129 | -54,917 | -5.82% | Q1 2026 | Apr 17, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 889,136 | 27,278 | 0.38% | 0.3% | 130 | +42,858 | 5.06% | Q1 2026 | Apr 30, 2026 |
| Corient Private Wealth LLC | History | Added to | 882,647 | 27,031 | 0.04% | 0.03% | 131 | +54,665 | 6.6% | Q1 2026 | May 15, 2026 |
| SRH ADVISORS, LLC | History | Reduced | 880,497 | 27,013 | 7.73% | 6.97% | 132 | -2,067 | -0.23% | Q1 2026 | Apr 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 879,606 | 26,986 | 0.31% | 0.32% | 133 | -163,973 | -15.71% | Q1 2026 | Apr 28, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 877,235 | 26,913 | 0.11% | 0.1% | 134 | -25,124 | -2.78% | Q1 2026 | May 11, 2026 |
| Capital Advantage, Inc. | History | Reduced | 872,527 | 26,769 | 3.5% | 3.24% | 135 | -3,557 | -0.41% | Q1 2026 | Apr 10, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Reduced | 871,182 | 26,727 | 9.3% | 8.43% | 136 | -1,732 | -0.2% | Q1 2026 | Apr 28, 2026 |
| Sigma Planning Corp | History | Added to | 869,867 | 26,687 | 0.74% | 0.62% | 137 | +36,626 | 4.4% | Q1 2026 | May 04, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 865,437 | 26,551 | 0.2% | 0.17% | 138 | +26,694 | 3.18% | Q1 2026 | May 12, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 827,290 | 25,381 | 1.81% | 1.53% | 139 | +48,561 | 6.24% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 814,724 | 24,995 | 0.0% | 0.0% | 140 | +228,224 | 38.91% | Q1 2026 | May 12, 2026 |
| Joule Financial, LLC | History | Reduced | 811,281 | 24,890 | 7.25% | 6.73% | 141 | -7,887 | -0.96% | Q1 2026 | Apr 14, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 810,346 | 24,861 | 1.48% | 1.05% | 142 | +157,441 | 24.11% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 806,239 | 24,735 | 1.28% | 1.26% | 143 | -54,966 | -6.38% | Q1 2026 | Apr 17, 2026 |
| Ledyard National Bank | History | Added to | 802,161 | 24,610 | 2.13% | 1.8% | 144 | +42,349 | 5.57% | Q1 2026 | Apr 24, 2026 |
| WIT, LLC | History | No change | 786,995 | 24,145 | 0.46% | 0.43% | 145 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Leo Wealth, LLC | History | Reduced | 786,706 | 24,134 | 1.75% | 1.6% | 146 | -16,057 | -2.0% | Q1 2026 | May 05, 2026 |
| Advisors Preferred, LLC | History | Added to | 784,530 | 24,069 | 3.54% | 3.33% | 147 | +47,900 | 6.5% | Q1 2026 | May 05, 2026 |
| DAGCO, INC. | History | Added to | 782,084 | 23,994 | 5.2% | 4.42% | 148 | +84,872 | 12.17% | Q1 2026 | Apr 20, 2026 |
| Brookstone Capital Management | History | Added to | 764,905 | 23,467 | 0.27% | 0.19% | 149 | +153,767 | 25.16% | Q1 2026 | Apr 16, 2026 |
| FMR LLC | History | Added to | 764,009 | 23,439 | 0.0% | 0.0% | 150 | +181,140 | 31.08% | Q1 2026 | May 15, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 756,661 | 23,214 | 17.04% | 16.2% | 151 | -34,845 | -4.4% | Q1 2026 | Apr 02, 2026 |
| Elite Financial, Inc. | History | Added to | 746,881 | 22,914 | 10.27% | 8.84% | 152 | +37,936 | 5.35% | Q1 2026 | May 12, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 744,302 | 22,835 | 5.04% | 4.31% | 153 | +36,631 | 5.18% | Q1 2026 | Apr 03, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 739,850 | 22,698 | 0.47% | 0.43% | 154 | -4,123 | -0.55% | Q1 2026 | Apr 27, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 732,650 | 22,477 | 0.45% | 0.38% | 155 | +49,685 | 7.27% | Q1 2026 | May 14, 2026 |
| McCarthy Asset Management, Inc. | History | No change | 816,140 | 22,386 | 11.69% | 11.69% | 156 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 724,804 | 22,236 | 0.22% | 0.18% | 157 | +36,766 | 5.34% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | Added to | 724,166 | 22,217 | 0.3% | 0.26% | 158 | +62,830 | 9.5% | Q1 2026 | May 15, 2026 |
| Everest Financial Group LLC | History | Reduced | 720,195 | 22,094 | 3.64% | 5.27% | 159 | -140,073 | -16.28% | Q1 2026 | May 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 717,624 | 22,016 | 0.68% | 0.66% | 160 | -39,236 | -5.18% | Q1 2026 | Apr 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 717,346 | 22,008 | 0.43% | 0.46% | 161 | -133,591 | -15.7% | Q1 2026 | Apr 14, 2026 |
| Modern Wealth Management, LLC | History | Added to | 717,173 | 21,880 | 0.37% | 0.19% | 162 | +342,643 | 91.49% | Q1 2026 | May 14, 2026 |
| Curi Capital, LLC | History | Reduced | 709,219 | 21,758 | 0.39% | 0.34% | 163 | -15,393 | -2.12% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 695,187 | 21,328 | 0.44% | 0.48% | 164 | -86,796 | -11.1% | Q1 2026 | Apr 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 690,238 | 21,176 | 0.68% | 0.31% | 165 | +28,415 | 4.29% | Q1 2026 | Apr 29, 2026 |
| Southland Equity Partners LLC | History | Reduced | 689,657 | 21,158 | 4.12% | 3.75% | 166 | -2,597 | -0.38% | Q1 2026 | Apr 14, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 685,588 | 21,033 | 0.7% | 0.63% | 167 | -6,600 | -0.95% | Q1 2026 | May 14, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 684,743 | 21,007 | 2.91% | 0.72% | 168 | +497,075 | 264.87% | Q1 2026 | May 14, 2026 |
| Powers Advisory Group, LLC | History | Added to | 683,687 | 20,975 | 7.4% | 6.62% | 169 | +43,125 | 6.73% | Q1 2026 | Apr 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 683,486 | 20,969 | 0.0% | 0.0% | 170 | +151,132 | 28.39% | Q1 2026 | May 15, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 683,477 | 20,955 | 7.9% | 7.06% | 171 | +25,930 | 3.94% | Q1 2026 | Apr 29, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 673,097 | 20,650 | 2.15% | 1.96% | 172 | +183 | 0.03% | Q1 2026 | Apr 08, 2026 |
| LongView Wealth Management | History | Reduced | 663,402 | 20,373 | 5.12% | 5.41% | 173 | -122,474 | -15.58% | Q1 2026 | Apr 15, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 661,795 | 20,303 | 3.61% | 3.41% | 174 | -9,957 | -1.48% | Q1 2026 | Apr 22, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 650,312 | 19,951 | 0.89% | 0.88% | 175 | -60,561 | -8.52% | Q1 2026 | May 05, 2026 |
| DAVENPORT & Co LLC | History | Added to | 648,939 | 19,909 | 0.11% | 0.09% | 176 | +21,025 | 3.35% | Q1 2026 | Apr 15, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 648,025 | 19,881 | 0.92% | 0.85% | 177 | -48,212 | -6.92% | Q1 2026 | Apr 30, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 644,801 | 19,782 | 1.13% | 1.0% | 178 | -3,796 | -0.59% | Q1 2026 | May 07, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 644,310 | 19,767 | 1.04% | 0.97% | 179 | -157,211 | -19.61% | Q1 2026 | Apr 28, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 643,261 | 19,735 | 7.82% | 6.56% | 180 | -3,558 | -0.55% | Q1 2026 | Apr 17, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 643,067 | 19,729 | 1.95% | 2.14% | 181 | -133,255 | -17.16% | Q1 2026 | Apr 27, 2026 |
| Lido Advisors, LLC | History | Reduced | 642,572 | 19,715 | 0.06% | 0.1% | 182 | -557,570 | -46.46% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 642,261 | 19,704 | 0.24% | 0.24% | 183 | +30,475 | 4.98% | Q1 2026 | Apr 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 641,789 | 19,690 | 0.01% | 0.01% | 184 | +163,554 | 34.2% | Q1 2026 | May 15, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 639,830 | 19,629 | 13.32% | 12.33% | 185 | -45,336 | -6.62% | Q1 2026 | May 07, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 639,606 | 19,623 | 0.01% | 0.02% | 186 | -939,503 | -59.5% | Q1 2026 | May 15, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 636,169 | 19,517 | 2.15% | 1.12% | 187 | +273,478 | 75.4% | Q1 2026 | Apr 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 627,560 | 19,253 | 1.87% | 1.68% | 188 | -61,087 | -8.87% | Q1 2026 | May 01, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 627,512 | 19,252 | 2.02% | 2.11% | 189 | -73,809 | -10.52% | Q1 2026 | May 11, 2026 |
| Advisory Alpha, LLC | History | Added to | 623,927 | 19,142 | 0.52% | 0.47% | 190 | +846 | 0.14% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 620,673 | 19,042 | 0.03% | 0.03% | 191 | +96,839 | 18.49% | Q1 2026 | May 14, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 620,129 | 19,025 | 3.24% | 3.49% | 192 | -102,842 | -14.22% | Q1 2026 | Apr 15, 2026 |
| Global Wealth Management, LLC | History | Reduced | 618,035 | 18,961 | 10.34% | 9.85% | 193 | -49,297 | -7.39% | Q1 2026 | Apr 16, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 607,418 | 18,635 | 1.27% | 1.13% | 194 | +6,783 | 1.13% | Q1 2026 | Apr 21, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 606,728 | 18,614 | 1.63% | 1.39% | 195 | +3,179 | 0.53% | Q1 2026 | Apr 15, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 605,960 | 18,590 | 0.72% | 0.8% | 196 | -179,277 | -22.83% | Q1 2026 | May 12, 2026 |
| Montis Financial, LLC | History | Added to | 595,206 | 18,260 | 3.78% | 2.88% | 197 | +64,248 | 12.1% | Q1 2026 | May 11, 2026 |
| MORTON COMMUNITY BANK | History | Added to | 592,914 | 18,190 | 3.95% | 3.81% | 198 | +2,113 | 0.36% | Q1 2026 | May 14, 2026 |
| Prepared Retirement Institute LLC | History | Reduced | 583,013 | 17,886 | 8.88% | 8.06% | 199 | -1,062 | -0.18% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 582,054 | 17,857 | 0.48% | 0.36% | 200 | +171,662 | 41.83% | Q1 2026 | May 11, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Added to | 580,458 | 17,808 | 7.39% | 6.35% | 201 | +9,856 | 1.73% | Q1 2026 | May 06, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Added to | 577,786 | 17,726 | 3.13% | 3.41% | 202 | +1,458 | 0.25% | Q1 2026 | Apr 28, 2026 |
| Arkadios Wealth Advisors | History | Added to | 571,918 | 17,546 | 0.29% | 0.18% | 203 | +228,125 | 66.36% | Q1 2026 | May 18, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Reduced | 571,216 | 17,517 | 2.32% | 2.12% | 204 | -6,124 | -1.06% | Q1 2026 | Apr 27, 2026 |
| Opulen Financial Group LLC | History | Added to | 565,517 | 17,350 | 12.21% | 10.87% | 205 | +21,404 | 3.93% | Q1 2026 | Apr 29, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 554,026 | 17,163 | 1.9% | 2.57% | 206 | -72,354 | -11.55% | Q1 2026 | May 12, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Reduced | 557,808 | 17,113 | 6.29% | 6.01% | 207 | -61,850 | -9.98% | Q1 2026 | Apr 21, 2026 |
| Silver Coast Investments LLC | History | Reduced | 537,952 | 16,504 | 5.27% | 5.42% | 208 | -35,308 | -6.16% | Q1 2026 | Apr 22, 2026 |
| Madison Asset Management, LLC | History | Added to | 535,292 | 16,422 | 0.2% | 0.12% | 209 | +170,000 | 46.54% | Q1 2026 | May 07, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 531,259 | 16,299 | 1.98% | 1.74% | 210 | +7,945 | 1.52% | Q1 2026 | Apr 23, 2026 |
| &PARTNERS | History | Added to | 528,237 | 16,204 | 0.08% | 0.07% | 211 | +50,418 | 10.55% | Q1 2026 | May 15, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 526,337 | 16,148 | 1.7% | 2.53% | 212 | -169,317 | -24.34% | Q1 2026 | Apr 23, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 587,348 | 16,110 | 3.16% | 3.16% | 213 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 520,591 | 15,971 | 1.09% | 1.01% | 214 | -28,775 | -5.24% | Q1 2026 | May 06, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 518,506 | 15,907 | 0.07% | 0.06% | 215 | -6,263 | -1.19% | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | Added to | 517,010 | 15,861 | 0.2% | 0.2% | 216 | +17,546 | 3.51% | Q1 2026 | May 15, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 516,523 | 15,846 | 6.37% | 5.86% | 217 | -5,913 | -1.13% | Q1 2026 | Apr 23, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 503,303 | 15,617 | 0.6% | 0.57% | 218 | -2,595 | -0.51% | Q1 2026 | Apr 24, 2026 |
| Curbstone Financial Management Corp | History | Added to | 505,810 | 15,518 | 2.97% | 2.57% | 219 | +15,624 | 3.19% | Q1 2026 | Apr 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 561,938 | 15,413 | 0.27% | 0.27% | 220 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 499,215 | 15,315 | 4.87% | 4.31% | 221 | -4,013 | -0.8% | Q1 2026 | Apr 27, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 498,253 | 15,286 | 6.56% | 5.83% | 222 | +171 | 0.03% | Q1 2026 | Apr 20, 2026 |
| GSG Advisors LLC | History | Added to | 491,519 | 15,079 | 3.92% | 3.38% | 223 | +14,530 | 3.05% | Q1 2026 | May 13, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 490,146 | 15,037 | 7.63% | 6.24% | 224 | +103,039 | 26.62% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 490,109 | 15,036 | 0.07% | 0.06% | 225 | +57,014 | 13.16% | Q1 2026 | May 14, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 487,091 | 14,943 | 0.9% | 1.09% | 226 | -166,595 | -25.49% | Q1 2026 | May 13, 2026 |
| Mendel Capital Management LLC | History | New | 485,811 | 14,904 | 7.49% | — | 227 | +485,811 | New | Q1 2026 | Apr 21, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 485,048 | 14,881 | 7.53% | 18.59% | 228 | -859,612 | -63.93% | Q1 2026 | Apr 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 482,380 | 14,799 | 0.24% | 0.17% | 229 | +178,293 | 58.63% | Q1 2026 | Apr 21, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 481,950 | 14,786 | 0.01% | 0.0% | 230 | +183,950 | 61.73% | Q1 2026 | Apr 30, 2026 |
| truNorth Financial Services, Inc. | History | Added to | 480,288 | 14,735 | 15.24% | 14.04% | 231 | +8,348 | 1.77% | Q1 2026 | May 05, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Reduced | 477,555 | 14,651 | 2.46% | 2.34% | 232 | -20,543 | -4.12% | Q1 2026 | Apr 14, 2026 |
| Midwest Trust Co | History | Reduced | 473,275 | 14,520 | 0.18% | 0.23% | 233 | -210,996 | -30.84% | Q1 2026 | May 01, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Reduced | 470,475 | 14,434 | 4.13% | 3.91% | 234 | -16,944 | -3.48% | Q1 2026 | Apr 28, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 469,433 | 14,402 | 4.07% | 3.95% | 235 | -8,857 | -1.85% | Q1 2026 | Apr 24, 2026 |
| Mutual Advisors, LLC | History | Reduced | 467,230 | 14,334 | 0.31% | 0.29% | 236 | -27,121 | -5.49% | Q1 2026 | May 01, 2026 |
| Carnegie Investment Counsel | History | Reduced | 462,359 | 14,185 | 0.28% | 0.24% | 237 | -8,392 | -1.78% | Q1 2026 | May 01, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 462,196 | 14,180 | 4.17% | 3.94% | 238 | +8,246 | 1.82% | Q1 2026 | Apr 30, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 462,164 | 14,179 | 1.35% | 1.25% | 239 | +5,837 | 1.28% | Q1 2026 | May 15, 2026 |
| Schaeffer Financial LLC | History | Added to | 460,973 | 14,142 | 11.9% | 10.72% | 240 | +13,148 | 2.94% | Q1 2026 | Apr 27, 2026 |
| Charles Schwab Trust Co | History | Added to | 460,643 | 14,132 | 0.92% | 0.71% | 241 | +67,033 | 17.03% | Q1 2026 | Apr 10, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 457,416 | 14,033 | 7.63% | 6.87% | 242 | +748 | 0.16% | Q1 2026 | Apr 10, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 457,285 | 14,029 | 3.68% | 2.97% | 243 | -3,217 | -0.7% | Q1 2026 | May 11, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 455,446 | 13,973 | 9.49% | 8.39% | 244 | +7,903 | 1.77% | Q1 2026 | Apr 23, 2026 |
| World Investment Advisors | History | Added to | 448,118 | 13,748 | 0.22% | 0.19% | 245 | +18,130 | 4.22% | Q1 2026 | Apr 27, 2026 |
| Ascentis Independent Advisors | History | Added to | 447,956 | 13,743 | 1.04% | 0.24% | 246 | +393,571 | 723.68% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 490,058 | 13,726 | 0.64% | 0.1% | 247 | -562,549 | -53.44% | Q1 2026 | May 15, 2026 |
| Coastwise Capital Group, LLC | History | Reduced | 447,314 | 13,723 | 7.62% | 6.18% | 248 | -3,963 | -0.88% | Q1 2026 | May 07, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 443,481 | 13,605 | 0.19% | 0.17% | 249 | +1,512 | 0.34% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 442,600 | 13,578 | 0.02% | 0.02% | 250 | -287,700 | -39.39% | Q1 2026 | May 15, 2026 |
| Fidelis Wealth Advisors LLC | History | Added to | 441,360 | 13,540 | 19.72% | 17.45% | 251 | +2,576 | 0.59% | Q1 2026 | May 12, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 438,252 | 13,445 | 6.91% | 6.29% | 252 | +7,350 | 1.71% | Q1 2026 | Apr 21, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 436,471 | 13,390 | 2.42% | 2.12% | 253 | -373 | -0.09% | Q1 2026 | Apr 30, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 435,304 | 13,355 | 4.09% | 2.77% | 254 | -35,979 | -7.63% | Q1 2026 | May 12, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 433,576 | 13,302 | 3.42% | 3.07% | 255 | -46,793 | -9.74% | Q1 2026 | Apr 28, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 433,243 | 13,291 | 2.45% | 2.5% | 256 | -17,985 | -3.99% | Q1 2026 | Apr 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 431,965 | 13,252 | 0.12% | 0.09% | 257 | +165,103 | 61.87% | Q1 2026 | May 06, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 428,752 | 13,154 | 3.48% | 3.46% | 258 | -24,128 | -5.33% | Q1 2026 | Apr 15, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 426,520 | 13,085 | 1.94% | 1.83% | 259 | -354,408 | -45.38% | Q1 2026 | Apr 24, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 426,385 | 13,081 | 0.29% | 0.22% | 260 | +59,631 | 16.26% | Q1 2026 | May 15, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 423,476 | 12,992 | 8.5% | 7.6% | 261 | +13,846 | 3.38% | Q1 2026 | May 08, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 422,174 | 12,952 | 1.43% | 0.8% | 262 | +161,891 | 62.2% | Q1 2026 | May 11, 2026 |
| Richardson Capital Management LLC | History | Reduced | 421,632 | 12,935 | 6.24% | 9.72% | 263 | -284,816 | -40.32% | Q1 2026 | May 12, 2026 |
| Dakota Wealth Management | History | Reduced | 420,566 | 12,902 | 0.28% | 0.21% | 264 | -20,787 | -4.71% | Q1 2026 | May 07, 2026 |
| Gilbert Capital Group, Inc. | History | New | 419,845 | 12,880 | 9.95% | — | 265 | +419,845 | New | Q1 2026 | Apr 20, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 419,786 | 12,879 | 0.8% | 0.86% | 266 | -64,877 | -13.39% | Q1 2026 | Apr 27, 2026 |
| Avior Wealth Management, LLC | History | Added to | 417,210 | 12,797 | 0.36% | 0.35% | 267 | +5,229 | 1.27% | Q1 2026 | Apr 09, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 415,578 | 12,749 | 0.66% | 0.6% | 268 | -3,306 | -0.79% | Q1 2026 | Apr 15, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 413,529 | 12,687 | 1.58% | 2.98% | 269 | -381,373 | -47.98% | Q1 2026 | Apr 21, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 409,269 | 12,556 | 3.66% | 3.31% | 270 | +3,707 | 0.91% | Q1 2026 | Apr 30, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 408,106 | 12,520 | 5.5% | 4.69% | 271 | +884 | 0.22% | Q1 2026 | May 05, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 407,856 | 12,513 | 0.25% | 0.23% | 272 | -6,981 | -1.68% | Q1 2026 | Apr 15, 2026 |
| XML Financial, LLC | History | Reduced | 403,228 | 12,371 | 1.0% | 0.95% | 273 | -19,827 | -4.69% | Q1 2026 | Apr 16, 2026 |
| Monetary Solutions, Ltd | History | Reduced | 403,040 | 12,365 | 11.95% | 11.78% | 274 | -32,935 | -7.55% | Q1 2026 | May 01, 2026 |
| Parallel Advisors, LLC | History | Reduced | 401,970 | 12,332 | 0.22% | 0.22% | 275 | -37,988 | -8.63% | Q1 2026 | May 07, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 399,685 | 12,262 | 0.58% | 0.43% | 276 | +77,568 | 24.08% | Q1 2026 | Apr 28, 2026 |
| CITIGROUP INC | History | Reduced | 398,908 | 12,238 | 0.01% | 0.01% | 277 | -261,713 | -39.62% | Q1 2026 | May 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 398,449 | 12,224 | 0.89% | 0.62% | 278 | +68,055 | 20.6% | Q1 2026 | Apr 20, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 391,577 | 12,013 | 6.24% | 5.53% | 279 | +6,441 | 1.67% | Q1 2026 | Apr 21, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 389,013 | 11,934 | 2.03% | 1.89% | 280 | -16,320 | -4.03% | Q1 2026 | Apr 28, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 387,349 | 11,883 | 3.97% | 3.49% | 281 | +375 | 0.1% | Q1 2026 | Apr 14, 2026 |
| Clay Northam Wealth Management, LLC | History | Added to | 386,220 | 11,849 | 6.65% | 5.83% | 282 | +3,278 | 0.86% | Q1 2026 | Apr 28, 2026 |
| Fiduciary Alliance LLC | History | Added to | 386,220 | 11,837 | 0.71% | 0.59% | 283 | +59,047 | 18.05% | Q1 2026 | Apr 20, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 384,289 | 11,789 | 0.07% | 0.06% | 284 | -5,426 | -1.39% | Q1 2026 | Apr 30, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 383,399 | 11,762 | 1.4% | 1.27% | 285 | +45 | 0.01% | Q1 2026 | Apr 17, 2026 |
| American Alpha Advisors, LLC | History | Added to | 382,206 | 11,726 | 6.23% | 6.17% | 286 | +1,577 | 0.41% | Q1 2026 | May 14, 2026 |
| Platform Technology Partners | History | Added to | 381,586 | 11,707 | 2.26% | 2.05% | 287 | +30,934 | 8.82% | Q1 2026 | Apr 27, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 381,285 | 11,697 | 4.08% | 6.01% | 288 | -274,642 | -41.87% | Q1 2026 | Apr 20, 2026 |
| Midwest Financial Group LLC | History | Reduced | 380,970 | 11,688 | 4.98% | 4.72% | 289 | -8,537 | -2.19% | Q1 2026 | Apr 22, 2026 |
| Lakeshore Financial Planning, Inc. | History | Reduced | 379,709 | 11,649 | 4.22% | 3.74% | 290 | -2,272 | -0.59% | Q1 2026 | May 07, 2026 |
| Fairway Financial, LLC | History | Reduced | 376,937 | 11,564 | 8.79% | 7.84% | 291 | -1,635 | -0.43% | Q1 2026 | May 11, 2026 |
| Red Mountain Financial, LLC | History | Added to | 376,311 | 11,545 | 10.88% | 10.11% | 292 | +976 | 0.26% | Q1 2026 | Apr 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 376,085 | 11,538 | 3.82% | 3.42% | 293 | +112 | 0.03% | Q1 2026 | Apr 09, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 374,280 | 11,482 | 0.94% | 0.88% | 294 | -6,357 | -1.67% | Q1 2026 | Apr 13, 2026 |
| Asset Allocation & Management Company, LLC | History | Added to | 365,718 | 11,220 | 4.16% | 3.82% | 295 | +15,755 | 4.5% | Q1 2026 | Apr 15, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 363,844 | 11,162 | 2.78% | 2.6% | 296 | -18,599 | -4.86% | Q1 2026 | Apr 28, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 362,743 | 11,128 | 1.74% | 1.57% | 297 | +1,052 | 0.29% | Q1 2026 | Apr 17, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 360,805 | 11,069 | 5.67% | 5.1% | 298 | +8,488 | 2.41% | Q1 2026 | May 01, 2026 |
| Prosperitas Financial LLC | History | Reduced | 359,406 | 11,026 | 4.11% | 4.14% | 299 | -28,697 | -7.39% | Q1 2026 | May 15, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 357,330 | 10,962 | 1.19% | 1.03% | 300 | +14,181 | 4.13% | Q1 2026 | May 12, 2026 |
| Latko Wealth Management, Ltd. | History | Reduced | 355,110 | 10,894 | 5.31% | 4.82% | 301 | -3,812 | -1.06% | Q1 2026 | Apr 29, 2026 |
| DMKC Advisory Services, LLC | History | Added to | 354,387 | 10,872 | 4.53% | 3.64% | 302 | +51,788 | 17.11% | Q1 2026 | May 01, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 350,220 | 10,744 | 0.13% | 0.12% | 303 | -12,820 | -3.53% | Q1 2026 | Apr 20, 2026 |
| Cordgrass Capital Advisors, LLC | History | Reduced | 349,209 | 10,713 | 2.51% | 2.33% | 304 | -4,722 | -1.33% | Q1 2026 | May 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 348,107 | 10,679 | 0.12% | 0.13% | 305 | -60,208 | -14.75% | Q1 2026 | Apr 20, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 342,938 | 10,521 | 0.43% | 0.39% | 306 | +562 | 0.16% | Q1 2026 | May 12, 2026 |
| Kellett Wealth Advisors, LLC | History | Added to | 342,490 | 10,507 | 5.7% | 3.95% | 307 | +90,684 | 36.01% | Q1 2026 | May 04, 2026 |
| ASSETMARK, INC | History | Reduced | 339,920 | 10,428 | 0.02% | 0.02% | 308 | -51,624 | -13.18% | Q1 2026 | May 06, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 339,570 | 10,418 | 6.64% | 5.86% | 309 | +23,149 | 7.32% | Q1 2026 | Apr 27, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 339,426 | 10,413 | 5.69% | 5.21% | 310 | -9,675 | -2.77% | Q1 2026 | Apr 21, 2026 |
| MBA Advisors LLC | History | Added to | 338,741 | 10,392 | 3.99% | 3.6% | 311 | +13,281 | 4.08% | Q1 2026 | Apr 20, 2026 |
| Juno Financial Group LLC | History | Added to | 334,044 | 10,248 | 4.02% | 3.56% | 312 | +10,242 | 3.16% | Q1 2026 | May 06, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 332,847 | 10,211 | 2.46% | 2.25% | 313 | +19,288 | 6.15% | Q1 2026 | Apr 24, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | Reduced | 332,330 | 10,195 | 10.94% | 12.63% | 314 | -96,371 | -22.48% | Q1 2026 | Apr 20, 2026 |
| McAlister, Sweet & Associates, Inc. | History | Added to | 332,256 | 10,193 | 6.35% | 0.52% | 315 | +307,186 | 1225.31% | Q1 2026 | Apr 02, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 331,938 | 10,183 | 1.07% | 0.98% | 316 | +3,902 | 1.19% | Q1 2026 | May 04, 2026 |
| Friday Financial | History | Added to | 331,409 | 10,167 | 3.5% | 3.15% | 317 | +5,835 | 1.79% | Q1 2026 | Apr 16, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 367,440 | 10,078 | 0.78% | 0.78% | 318 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 326,191 | 10,007 | 5.97% | 6.07% | 319 | -13,475 | -3.97% | Q1 2026 | Apr 30, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 325,196 | 9,977 | 1.63% | 1.42% | 320 | -8,832 | -2.64% | Q1 2026 | Apr 24, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 325,170 | 9,976 | 4.22% | 3.75% | 321 | +10,612 | 3.37% | Q1 2026 | Apr 15, 2026 |
| MSH Capital Advisors LLC | History | Added to | 325,088 | 9,973 | 2.11% | 1.83% | 322 | +12,509 | 4.0% | Q1 2026 | May 08, 2026 |
| Joseph Group Capital Management | History | Reduced | 323,853 | 9,935 | 2.48% | 2.53% | 323 | -26,683 | -7.61% | Q1 2026 | May 08, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 323,132 | 9,913 | 3.46% | 3.49% | 324 | -1,185 | -0.37% | Q1 2026 | Apr 21, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 323,032 | 9,910 | 0.68% | 0.64% | 325 | -52,505 | -13.98% | Q1 2026 | May 21, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 321,224 | 9,855 | 0.19% | 0.17% | 326 | -1,067 | -0.33% | Q1 2026 | May 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 320,543 | 9,834 | 0.24% | 0.22% | 327 | -6,110 | -1.87% | Q1 2026 | Apr 29, 2026 |
| Purpose Unlimited Inc. | History | Added to | 320,292 | 9,826 | 0.41% | 0.4% | 328 | +292 | 0.09% | Q1 2026 | May 15, 2026 |
| Moran Wealth Management, LLC | History | Added to | 314,445 | 9,647 | 0.3% | 0.18% | 329 | +102,610 | 48.44% | Q1 2026 | Apr 27, 2026 |
| Squarepoint Ops LLC | History | Added to | 312,900 | 9,599 | 0.01% | 0.01% | 330 | +66,500 | 26.99% | Q1 2026 | May 15, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 312,198 | 9,578 | 0.69% | 0.6% | 331 | -6,617 | -2.08% | Q1 2026 | Apr 10, 2026 |
| Kure Advisory, LLC | History | Added to | 311,884 | 9,568 | 5.21% | 4.57% | 332 | +14,248 | 4.79% | Q1 2026 | Apr 16, 2026 |
| Appalachian Capital Management Ltd | History | Added to | 311,623 | 9,560 | 7.65% | 6.58% | 334 | +12,245 | 4.09% | Q1 2026 | Apr 27, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 311,617 | 9,560 | 1.67% | 1.47% | 333 | +6,581 | 2.16% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 309,336 | 9,490 | 0.07% | 0.06% | 335 | +27,714 | 9.84% | Q1 2026 | May 14, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Added to | 309,111 | 9,483 | 2.63% | 2.12% | 336 | +39,494 | 14.65% | Q1 2026 | Apr 27, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | Reduced | 308,919 | 9,477 | 5.79% | 4.92% | 337 | -359 | -0.12% | Q1 2026 | Apr 08, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 308,801 | 9,474 | 0.13% | 0.13% | 338 | -48,369 | -13.54% | Q1 2026 | May 01, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 308,191 | 9,455 | 3.63% | 3.25% | 339 | +1,517 | 0.49% | Q1 2026 | Apr 22, 2026 |
| AE Wealth Management LLC | History | Reduced | 305,035 | 9,358 | 0.05% | 0.07% | 340 | -139,135 | -31.32% | Q1 2026 | May 13, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 305,037 | 9,358 | 0.51% | 0.5% | 341 | -4,223 | -1.37% | Q1 2026 | May 14, 2026 |
| MADDEN SECURITIES Corp | History | Reduced | 303,980 | 9,326 | 2.8% | 2.55% | 342 | -940 | -0.31% | Q1 2026 | May 05, 2026 |
| Compound Planning, Inc. | History | Added to | 302,545 | 9,282 | 0.28% | 0.23% | 343 | +13,082 | 4.52% | Q1 2026 | May 14, 2026 |
| Coquina Private Wealth LLC | History | Reduced | 301,712 | 9,256 | 7.45% | 6.65% | 344 | -564 | -0.19% | Q1 2026 | May 05, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Added to | 301,309 | 9,244 | 7.24% | 6.76% | 345 | +9,523 | 3.26% | Q1 2026 | Apr 09, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 296,858 | 9,107 | 2.54% | 2.51% | 346 | -23,745 | -7.41% | Q1 2026 | May 07, 2026 |
| Livet Wealth, LLC | History | Added to | 296,810 | 9,106 | 5.79% | 4.97% | 347 | +2,382 | 0.81% | Q1 2026 | Apr 24, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 296,407 | 9,093 | 0.2% | 0.21% | 348 | -52,998 | -15.17% | Q1 2026 | Apr 07, 2026 |
| Sage Financial Management Group, Inc. | History | Added to | 295,955 | 9,079 | 2.79% | 2.39% | 349 | +10,528 | 3.69% | Q1 2026 | Apr 21, 2026 |
| Karras Company, Inc. | History | Reduced | 295,492 | 9,065 | 9.19% | 8.07% | 350 | -6,115 | -2.03% | Q1 2026 | Apr 06, 2026 |
| Avant Capital LLC | History | Reduced | 294,028 | 9,020 | 6.34% | 5.67% | 351 | -6,886 | -2.29% | Q1 2026 | May 12, 2026 |
| Robbins Farley | History | Reduced | 293,017 | 8,989 | 3.98% | 3.97% | 352 | -26,044 | -8.16% | Q1 2026 | Apr 17, 2026 |
| Navalign, LLC | History | Reduced | 290,354 | 8,908 | 2.25% | 1.96% | 353 | -348 | -0.12% | Q1 2026 | Apr 29, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 289,209 | 8,872 | 0.35% | 0.32% | 354 | -15,131 | -4.97% | Q1 2026 | May 01, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 288,382 | 8,847 | 0.32% | 0.29% | 355 | -2,170 | -0.75% | Q1 2026 | Apr 28, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 285,594 | 8,762 | 1.89% | 1.66% | 356 | -2,419 | -0.84% | Q1 2026 | May 08, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 282,347 | 8,661 | 1.12% | 1.17% | 357 | -24,538 | -8.0% | Q1 2026 | Apr 15, 2026 |
| North Star Investment Management Corp. | History | Added to | 281,978 | 8,651 | 0.52% | 0.19% | 358 | +171,232 | 154.62% | Q1 2026 | Apr 23, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 281,991 | 8,651 | 1.22% | 1.26% | 359 | -3,674 | -1.29% | Q1 2026 | May 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 280,646 | 8,610 | 0.22% | 0.19% | 360 | +11,226 | 4.17% | Q1 2026 | Apr 07, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 280,635 | 8,609 | 0.28% | 0.22% | 361 | +30,519 | 12.2% | Q1 2026 | Apr 30, 2026 |
| Investors Research Corp | History | Added to | 280,216 | 8,597 | 1.64% | 1.34% | 362 | +12,781 | 4.78% | Q1 2026 | Apr 03, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 279,698 | 8,581 | 3.32% | 2.82% | 363 | +66,223 | 31.02% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 278,253 | 8,536 | 0.52% | 0.37% | 364 | +2,120 | 0.77% | Q1 2026 | Apr 28, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 277,188 | 8,504 | 0.04% | 0.02% | 365 | -2,409 | -0.86% | Q1 2026 | May 14, 2026 |
| Premier Private Wealth Management LLC | History | Added to | 275,824 | 8,462 | 8.92% | 5.93% | 366 | +84,950 | 44.51% | Q1 2026 | May 07, 2026 |
| CIBC Bancorp USA Inc. | History | New | 273,843 | 8,441 | 0.01% | — | 367 | +273,843 | New | Q1 2026 | May 12, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 275,129 | 8,440 | 1.14% | 1.05% | 368 | -10,140 | -3.55% | Q1 2026 | May 15, 2026 |
| Phil A. Younker & Associates, Ltd. | History | Added to | 274,492 | 8,421 | 5.62% | 5.03% | 369 | +11,445 | 4.35% | Q1 2026 | Apr 17, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 274,310 | 8,415 | 0.32% | 0.45% | 370 | -171,212 | -38.43% | Q1 2026 | May 11, 2026 |
| NBT BANK N A /NY | History | Added to | 274,058 | 8,408 | 0.55% | 0.49% | 371 | +286 | 0.1% | Q1 2026 | Apr 28, 2026 |
| New Insight Wealth Advisors | History | Reduced | 273,129 | 8,379 | 3.0% | 3.06% | 372 | -39,548 | -12.65% | Q1 2026 | May 07, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 272,986 | 8,375 | 0.65% | 0.71% | 373 | -55,184 | -16.82% | Q1 2026 | May 07, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 272,414 | 8,357 | 3.95% | 3.33% | 374 | +19,213 | 7.59% | Q1 2026 | May 12, 2026 |
| Matrix Trust Co | History | New | 272,126 | 8,349 | 1.39% | — | 375 | +272,126 | New | Q1 2026 | Apr 09, 2026 |
| Compass Wealth Management, LLC/GA | History | Reduced | 271,966 | 8,343 | 3.56% | 3.71% | 376 | -56,258 | -17.14% | Q1 2026 | May 15, 2026 |
| DT Investment Partners, LLC | History | Added to | 271,615 | 8,333 | 0.69% | 0.61% | 377 | +1,100 | 0.41% | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | Added to | 271,180 | 8,320 | 0.02% | 0.01% | 378 | +117,874 | 76.89% | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 270,996 | 8,314 | 0.26% | 0.31% | 379 | -75,849 | -21.87% | Q1 2026 | Apr 08, 2026 |
| Davis Capital Management | History | Reduced | 270,874 | 8,310 | 5.63% | 5.22% | 380 | -5,670 | -2.05% | Q1 2026 | Apr 16, 2026 |
| Horizon Investments, LLC | History | Added to | 270,214 | 8,290 | 0.09% | 0.05% | 381 | +139,450 | 106.64% | Q1 2026 | May 14, 2026 |
| Crescent Sterling, Ltd. | History | Added to | 269,971 | 8,282 | 8.01% | 7.41% | 382 | +6,573 | 2.5% | Q1 2026 | Apr 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 267,882 | 8,218 | 0.27% | 0.24% | 383 | +2,114 | 0.8% | Q1 2026 | May 14, 2026 |
| Old Port Advisors | History | Added to | 266,891 | 8,188 | 1.89% | 1.75% | 384 | +7,323 | 2.82% | Q1 2026 | Apr 06, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 258,594 | 8,176 | 0.16% | 0.18% | 385 | +13,913 | 5.69% | Q1 2026 | May 11, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 265,872 | 8,157 | 0.08% | 0.13% | 386 | -155,541 | -36.91% | Q1 2026 | May 12, 2026 |
| Guardian Financial Partners, LLC | History | Reduced | 263,004 | 8,068 | 3.41% | 3.28% | 387 | -20,874 | -7.35% | Q1 2026 | Apr 15, 2026 |
| NCM Capital Management, LLC | History | Reduced | 262,279 | 8,046 | 2.88% | 2.67% | 388 | -344 | -0.13% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | Added to | 259,359 | 7,957 | 0.08% | 0.08% | 389 | +9 | 0.0% | Q1 2026 | May 11, 2026 |
| PlanVest Financial, Inc | History | New | 259,164 | 7,951 | 6.05% | — | 391 | +259,164 | New | Q1 2026 | May 14, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 258,864 | 7,951 | 1.97% | 1.76% | 390 | -24,812 | -8.75% | Q1 2026 | May 15, 2026 |
| Michels Family Financial, LLC | History | Added to | 258,926 | 7,943 | 5.73% | 5.05% | 392 | +8,234 | 3.28% | Q1 2026 | Apr 24, 2026 |
| Quantinno Capital Management LP | History | Added to | 258,702 | 7,937 | 0.01% | 0.01% | 393 | +73,222 | 39.48% | Q1 2026 | May 15, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 258,563 | 7,932 | 0.92% | 0.88% | 394 | +962 | 0.37% | Q1 2026 | May 08, 2026 |
| Tudor Financial Inc. | History | No change | 258,144 | 7,919 | 4.05% | 3.62% | 395 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Blue Barn Wealth, LLC | History | No change | 288,349 | 7,909 | 11.52% | 11.52% | 396 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 254,714 | 7,898 | 1.23% | 1.23% | 397 | -8,196 | -3.12% | Q1 2026 | Apr 23, 2026 |
| Womack Financial LLC | History | Reduced | 255,716 | 7,845 | 5.77% | 5.32% | 398 | -7,076 | -2.69% | Q1 2026 | May 11, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 254,287 | 7,802 | 0.1% | 0.08% | 399 | +34,336 | 15.61% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 253,299 | 7,771 | 0.22% | 0.12% | 400 | +88,525 | 53.73% | Q1 2026 | Apr 28, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Reduced | 252,913 | 7,759 | 2.47% | 2.25% | 401 | -9,566 | -3.64% | Q1 2026 | Apr 17, 2026 |
| Intrua Financial, LLC | History | Added to | 252,289 | 7,740 | 0.8% | 0.72% | 402 | +3,771 | 1.52% | Q1 2026 | Apr 23, 2026 |
| NWAM LLC | History | Added to | 251,717 | 7,722 | 0.44% | 0.38% | 403 | +15,052 | 6.36% | Q1 2026 | May 04, 2026 |
| Yelin Lapidot Holdings Management Ltd. | History | No change | 251,541 | 7,717 | 1.61% | 1.38% | 404 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 251,230 | 7,707 | 1.7% | 1.35% | 405 | +30,427 | 13.78% | Q1 2026 | Apr 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 250,615 | 7,688 | 0.0% | 0.0% | 406 | +201,032 | 405.45% | Q1 2026 | May 13, 2026 |
| ORG Partners LLC | History | No change | 279,654 | 7,670 | 1.35% | 1.35% | 407 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 249,738 | 7,661 | 2.53% | 2.58% | 408 | -8,709 | -3.37% | Q1 2026 | May 15, 2026 |
| Plancorp, LLC | History | Added to | 250,628 | 7,659 | 0.22% | 0.21% | 409 | +172 | 0.07% | Q1 2026 | Apr 14, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 248,785 | 7,632 | 3.25% | 0.56% | 411 | +198,952 | 399.24% | Q1 2026 | May 08, 2026 |
| Trek Financial, LLC | History | Reduced | 248,788 | 7,632 | 0.41% | 0.41% | 410 | -6,655 | -2.61% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 248,570 | 7,626 | 0.0% | 0.0% | 412 | +8,205 | 3.41% | Q1 2026 | May 14, 2026 |
| Centric Wealth Management | History | Added to | 241,204 | 7,602 | 1.52% | 1.49% | 413 | +5,407 | 2.29% | Q1 2026 | May 12, 2026 |
| St. Johns Investment Management Company, LLC | History | Added to | 247,635 | 7,597 | 3.2% | 2.7% | 414 | +11,985 | 5.09% | Q1 2026 | Apr 28, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 247,599 | 7,596 | 0.85% | 0.74% | 415 | +1,916 | 0.78% | Q1 2026 | Apr 16, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 247,554 | 7,594 | 0.73% | — | 416 | +247,554 | New | Q1 2026 | May 12, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 247,072 | 7,580 | 0.74% | 0.66% | 417 | -3,320 | -1.33% | Q1 2026 | May 06, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 246,296 | 7,556 | 2.09% | 2.2% | 418 | -39,023 | -13.68% | Q1 2026 | May 05, 2026 |
| Visionary Wealth Advisors | History | Added to | 246,127 | 7,551 | 0.33% | 0.3% | 419 | +4,489 | 1.86% | Q1 2026 | May 13, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 244,589 | 7,503 | 2.75% | 2.43% | 420 | -7,867 | -3.12% | Q1 2026 | May 15, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 242,410 | 7,437 | 0.48% | 0.42% | 421 | -184 | -0.08% | Q1 2026 | Apr 14, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Added to | 241,773 | 7,417 | 5.6% | 3.64% | 422 | +67,914 | 39.06% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 239,027 | 7,412 | 0.17% | 0.17% | 423 | -834 | -0.35% | Q1 2026 | May 04, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 240,638 | 7,407 | 0.36% | 0.33% | 424 | -4,763 | -1.94% | Q1 2026 | Apr 09, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 240,684 | 7,384 | 0.8% | 0.78% | 425 | -14,897 | -5.83% | Q1 2026 | Apr 24, 2026 |
| Asset Advisory Group, Inc. | History | Added to | 240,243 | 7,370 | 3.7% | 3.2% | 426 | +6,379 | 2.73% | Q1 2026 | Apr 16, 2026 |
| SMITH, MOORE & CO. | History | Added to | 237,834 | 7,296 | 0.53% | 0.44% | 427 | +24,172 | 11.31% | Q1 2026 | May 05, 2026 |
| Financial Partners Group, Inc | History | Added to | 236,865 | 7,267 | 0.87% | 0.8% | 428 | +5,437 | 2.35% | Q1 2026 | Apr 10, 2026 |
| Strategic Blueprint, LLC | History | Added to | 236,724 | 7,262 | 0.42% | 0.36% | 429 | +11,889 | 5.29% | Q1 2026 | Apr 29, 2026 |
| Payne Capital LLC | History | Added to | 236,418 | 7,253 | 6.66% | 0.48% | 430 | +219,303 | 1281.35% | Q1 2026 | Apr 20, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 234,886 | 7,206 | 0.32% | 0.27% | 431 | +26,220 | 12.57% | Q1 2026 | Apr 28, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 234,845 | 7,205 | 0.63% | — | 432 | +234,845 | New | Q1 2026 | May 06, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 233,812 | 7,173 | 1.67% | 1.5% | 433 | -4,050 | -1.7% | Q1 2026 | Apr 17, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 234,776 | 7,155 | 2.38% | 2.03% | 434 | +10,135 | 4.51% | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | Added to | 233,213 | 7,154 | 0.2% | 0.15% | 435 | +48,310 | 26.13% | Q1 2026 | May 13, 2026 |
| Uniting Wealth Partners, LLC | History | Added to | 233,003 | 7,148 | 1.52% | 1.87% | 436 | +10,987 | 4.95% | Q1 2026 | Apr 22, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 232,680 | 7,138 | 0.24% | 0.23% | 437 | -5,265 | -2.21% | Q1 2026 | Apr 17, 2026 |
| Family Capital Management, Inc. | History | Reduced | 232,604 | 7,136 | 3.17% | 5.09% | 438 | -185,505 | -44.37% | Q1 2026 | Apr 22, 2026 |
| CVFG LLC | History | New | 230,536 | 7,072 | 0.88% | — | 439 | +230,536 | New | Q1 2026 | Apr 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 230,384 | 7,068 | 0.06% | — | 440 | +230,384 | New | Q1 2026 | Apr 07, 2026 |
| Family Investment Center, Inc. | History | Reduced | 230,294 | 7,065 | 1.36% | 1.29% | 441 | -1,843 | -0.79% | Q1 2026 | Apr 24, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | Added to | 230,060 | 7,058 | 3.77% | 3.32% | 442 | +233 | 0.1% | Q1 2026 | Apr 27, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 229,767 | 7,049 | 0.57% | 0.14% | 443 | +168,069 | 272.41% | Q1 2026 | Apr 22, 2026 |
| Continuum Advisory, LLC | History | Reduced | 227,121 | 6,968 | 0.67% | 0.68% | 444 | -21,085 | -8.49% | Q1 2026 | Apr 22, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | New | 226,769 | 6,957 | 4.09% | — | 445 | +226,769 | New | Q1 2026 | May 13, 2026 |
| Texas Yale Capital Corp. | History | Added to | 224,168 | 6,877 | 0.2% | 0.18% | 446 | +5,231 | 2.39% | Q1 2026 | May 04, 2026 |
| BCS Wealth Management | History | Reduced | 223,963 | 6,871 | 1.4% | 1.28% | 447 | -238,824 | -51.61% | Q1 2026 | Apr 17, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Reduced | 221,589 | 6,798 | 3.21% | 3.11% | 448 | -94,841 | -29.97% | Q1 2026 | May 13, 2026 |
| Goepper Burkhardt LLC | History | Reduced | 221,159 | 6,785 | 2.27% | 2.12% | 449 | -15,709 | -6.63% | Q1 2026 | May 13, 2026 |
| MRWM Advisors, LLC | History | Reduced | 220,794 | 6,773 | 3.67% | 3.26% | 450 | -554 | -0.25% | Q1 2026 | Apr 20, 2026 |
| Adams Asset Advisors, LLC | History | Reduced | 220,019 | 6,750 | 0.76% | 0.82% | 451 | -7,071 | -3.11% | Q1 2026 | Apr 27, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 219,490 | 6,733 | 5.42% | 4.6% | 452 | +3,970 | 1.84% | Q1 2026 | May 15, 2026 |
| PINKERTON WEALTH, LLC | History | Reduced | 245,122 | 6,723 | 0.61% | 0.75% | 453 | -20,658 | -7.77% | Q1 2026 | Apr 09, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 218,814 | 6,713 | 0.65% | 0.59% | 454 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 216,665 | 6,647 | 0.96% | 0.82% | 455 | +9,907 | 4.79% | Q1 2026 | May 13, 2026 |
| WMS Group LLC | History | Reduced | 216,661 | 6,647 | 9.67% | 7.58% | 456 | -749 | -0.34% | Q1 2026 | Apr 21, 2026 |
| United Bank | History | Added to | 215,919 | 6,624 | 2.2% | 1.95% | 457 | +5,827 | 2.77% | Q1 2026 | May 01, 2026 |
| Composition Wealth, LLC | History | Reduced | 215,108 | 6,599 | 0.09% | 0.09% | 458 | -5,109 | -2.32% | Q1 2026 | Apr 08, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 214,321 | 6,575 | 2.5% | 2.82% | 459 | +2,738 | 1.29% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 213,225 | 6,541 | 0.07% | 0.13% | 460 | -188,868 | -46.97% | Q1 2026 | May 05, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Reduced | 212,242 | 6,511 | 0.5% | 0.4% | 461 | -1,758 | -0.82% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 211,451 | 6,487 | 0.0% | 0.0% | 462 | -126,049 | -37.35% | Q1 2026 | May 12, 2026 |
| CapWealth Advisors, LLC | History | Reduced | 210,712 | 6,464 | 0.48% | 0.45% | 463 | -27,350 | -11.49% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 210,627 | 6,462 | 0.0% | 0.0% | 464 | +101,087 | 92.28% | Q1 2026 | May 08, 2026 |
| Alliance Wealth Management Group | History | Reduced | 210,438 | 6,456 | 1.41% | 1.29% | 465 | -4,115 | -1.92% | Q1 2026 | Apr 29, 2026 |
| Towercrest Capital Management | History | Reduced | 210,438 | 6,456 | 1.01% | 0.93% | 466 | -4,115 | -1.92% | Q1 2026 | May 01, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 209,924 | 6,440 | 0.07% | 0.06% | 467 | +40,814 | 24.13% | Q1 2026 | Apr 23, 2026 |
| Certified Advisory Corp | History | Reduced | 209,828 | 6,437 | 0.58% | 0.53% | 468 | -3,312 | -1.55% | Q1 2026 | Apr 17, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 209,529 | 6,428 | 0.45% | 0.45% | 469 | -31,656 | -13.13% | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 234,331 | 6,427 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 208,903 | 6,409 | 0.08% | 0.07% | 471 | -4,585 | -2.15% | Q1 2026 | May 15, 2026 |
| Legacy Advisors, LLC | History | Added to | 207,532 | 6,367 | 0.75% | 0.6% | 472 | +2,248 | 1.1% | Q1 2026 | May 05, 2026 |
| PFG Investments, LLC | History | Added to | 207,130 | 6,354 | 0.3% | 0.24% | 473 | +17,987 | 9.51% | Q1 2026 | Apr 27, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 206,661 | 6,340 | 0.24% | 0.21% | 474 | -3,419 | -1.63% | Q1 2026 | Apr 16, 2026 |
| Dorato Capital Management | History | Added to | 205,070 | 6,328 | 4.67% | 4.4% | 475 | +3,101 | 1.54% | Q1 2026 | Apr 09, 2026 |
| BROWN ADVISORY INC | History | Reduced | 205,182 | 6,294 | 0.01% | 0.01% | 476 | -22,362 | -9.83% | Q1 2026 | May 15, 2026 |
| Eagle Strategies LLC | History | Added to | 203,881 | 6,255 | 0.75% | 0.67% | 477 | +13,037 | 6.83% | Q1 2026 | Apr 20, 2026 |
| Exeter Financial, LLC | History | Added to | 203,615 | 6,246 | 2.55% | 2.28% | 478 | +8,530 | 4.37% | Q1 2026 | Apr 23, 2026 |
| MFA Wealth Services | History | Reduced | 202,249 | 6,205 | 4.11% | 4.23% | 479 | -25,777 | -11.3% | Q1 2026 | Apr 21, 2026 |
| Enclave Advisors LLC | History | Added to | 202,188 | 6,203 | 0.85% | 0.19% | 480 | +154,119 | 320.62% | Q1 2026 | Apr 13, 2026 |
| WIN ADVISORS, INC | History | New | 201,790 | 6,190 | 2.83% | — | 481 | +201,790 | New | Q1 2026 | May 01, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Added to | 201,403 | 6,179 | 1.71% | 0.71% | 482 | +99,679 | 97.99% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 201,072 | 6,168 | 0.23% | 0.16% | 483 | +71,437 | 55.11% | Q1 2026 | May 19, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 201,499 | 6,157 | 3.12% | 3.13% | 484 | -670 | -0.33% | Q1 2026 | Apr 08, 2026 |
| Seek First Inc. | History | Added to | 200,630 | 6,155 | 4.34% | 3.55% | 485 | +12,683 | 6.75% | Q1 2026 | Apr 23, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 200,364 | 6,147 | 0.12% | 0.16% | 486 | -112,023 | -35.86% | Q1 2026 | Apr 16, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 199,796 | 6,129 | 3.95% | 3.21% | 487 | +28,167 | 16.41% | Q1 2026 | Apr 21, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 222,178 | 6,094 | 1.62% | 1.62% | 488 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sendero Wealth Management, LLC | History | Reduced | 197,903 | 6,071 | 0.67% | 0.61% | 489 | -2,675 | -1.33% | Q1 2026 | Apr 22, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 197,536 | 6,060 | 2.14% | 1.78% | 490 | +18,503 | 10.33% | Q1 2026 | Apr 08, 2026 |
| Prospera Financial Services Inc | History | Added to | 197,440 | 6,059 | 0.1% | 0.07% | 491 | +50,442 | 34.31% | Q1 2026 | Apr 14, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 198,416 | 6,047 | 0.22% | 0.27% | 492 | -55,527 | -21.87% | Q1 2026 | May 15, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 196,967 | 6,042 | 4.0% | 3.68% | 493 | -111 | -0.06% | Q1 2026 | Apr 21, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 195,375 | 5,994 | 1.45% | 1.4% | 494 | -15,496 | -7.35% | Q1 2026 | May 05, 2026 |
| Legacy Private Trust Co. | History | Reduced | 194,865 | 5,978 | 0.37% | 0.32% | 495 | -3,264 | -1.65% | Q1 2026 | Apr 07, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 193,478 | 5,936 | 0.17% | 0.15% | 496 | +6,919 | 3.71% | Q1 2026 | Apr 21, 2026 |
| Allen Capital Group, LLC | History | No change | 216,355 | 5,934 | 0.54% | 0.54% | 497 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Hofer & Associates. Inc | History | Added to | 192,392 | 5,902 | 3.17% | 2.74% | 498 | +3,766 | 2.0% | Q1 2026 | Apr 21, 2026 |
| Spire Wealth Management | History | Added to | 191,624 | 5,879 | 0.2% | 0.17% | 499 | +3,548 | 1.89% | Q1 2026 | Apr 22, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 191,555 | 5,876 | 0.14% | 0.13% | 500 | -9,886 | -4.91% | Q1 2026 | May 15, 2026 |
| HC Advisors, LLC | History | Added to | 189,456 | 5,812 | 3.89% | 3.39% | 501 | +10,741 | 6.01% | Q1 2026 | May 05, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 188,580 | 5,785 | 0.37% | 0.48% | 502 | -73,825 | -28.13% | Q1 2026 | May 15, 2026 |
| Cadia Private Client LLC | History | Reduced | 187,959 | 5,766 | 4.68% | 4.21% | 503 | -5,234 | -2.71% | Q1 2026 | May 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 183,065 | 5,757 | 0.1% | 0.28% | 504 | -27,691 | -13.14% | Q1 2026 | May 01, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 187,305 | 5,746 | 0.09% | 0.09% | 505 | +901 | 0.48% | Q1 2026 | Apr 22, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 185,501 | 5,739 | 0.32% | 0.38% | 506 | -49,599 | -21.1% | Q1 2026 | Apr 17, 2026 |
| PCA Investment Advisory Services Inc. | History | Reduced | 187,017 | 5,737 | 1.91% | 1.87% | 507 | -8,131 | -4.17% | Q1 2026 | May 11, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 186,988 | 5,736 | 1.11% | 0.79% | 508 | -6,585 | -3.4% | Q1 2026 | Apr 29, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 186,693 | 5,727 | 0.93% | 0.89% | 509 | -8,571 | -4.39% | Q1 2026 | Apr 07, 2026 |
| Red Door Wealth Management, LLC | History | Reduced | 186,476 | 5,721 | 0.59% | 0.56% | 510 | -11,178 | -5.66% | Q1 2026 | Apr 22, 2026 |
| Bensler, LLC | History | Reduced | 185,281 | 5,684 | 0.59% | 0.54% | 511 | -12,891 | -6.5% | Q1 2026 | May 01, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Reduced | 185,107 | 5,679 | 0.85% | 0.85% | 512 | -25,642 | -12.17% | Q1 2026 | Apr 29, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 184,898 | 5,672 | 1.86% | 1.78% | 513 | -114 | -0.06% | Q1 2026 | Apr 20, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 184,460 | 5,659 | 0.32% | 0.27% | 514 | +101,171 | 121.47% | Q1 2026 | Apr 22, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 184,412 | 5,657 | 1.37% | 1.33% | 515 | -7,069 | -3.69% | Q1 2026 | May 11, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 184,218 | 5,651 | 0.43% | 0.63% | 516 | -99,041 | -34.96% | Q1 2026 | Apr 30, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 184,113 | 5,648 | 1.88% | 1.52% | 517 | +4,259 | 2.37% | Q1 2026 | May 15, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 183,908 | 5,642 | 2.02% | 1.73% | 518 | +9,235 | 5.29% | Q1 2026 | May 14, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 182,475 | 5,599 | 1.38% | 1.67% | 519 | +115,907 | 174.12% | Q1 2026 | May 12, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 182,315 | 5,593 | 0.48% | 0.69% | 520 | -116,046 | -38.89% | Q1 2026 | May 07, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 182,034 | 5,584 | 0.01% | 0.0% | 521 | -919 | -0.5% | Q1 2026 | May 13, 2026 |
| D.B. Root & Company, LLC | History | Added to | 181,107 | 5,556 | 1.33% | 1.21% | 522 | +677 | 0.38% | Q1 2026 | May 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 180,424 | 5,535 | 0.1% | 0.08% | 523 | +10,656 | 6.28% | Q1 2026 | Apr 10, 2026 |
| LS Investment Advisors, LLC | History | Added to | 180,249 | 5,530 | 0.83% | 0.38% | 524 | +80,723 | 81.11% | Q1 2026 | Apr 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 179,784 | 5,515 | 0.08% | 0.09% | 525 | -26,753 | -12.95% | Q1 2026 | May 13, 2026 |
| Smithfield Trust Co | History | Reduced | 179,883 | 5,515 | 0.24% | 0.22% | 526 | -3,058 | -1.67% | Q1 2026 | May 08, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 179,477 | 5,506 | 0.77% | 0.65% | 527 | +2,031 | 1.14% | Q1 2026 | May 04, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 178,983 | 5,491 | 0.77% | 0.55% | 528 | +37,573 | 26.57% | Q1 2026 | Apr 29, 2026 |
| Chris Bulman Inc | History | Added to | 178,248 | 5,468 | 2.4% | 1.94% | 529 | +18,629 | 11.67% | Q1 2026 | Apr 13, 2026 |
| Gotham Asset Management, LLC | History | Added to | 177,395 | 5,442 | 0.02% | 0.0% | 530 | +139,006 | 362.1% | Q1 2026 | May 15, 2026 |
| JNBA Financial Advisors | History | Reduced | 177,201 | 5,436 | 0.45% | 0.59% | 531 | -68,951 | -28.01% | Q1 2026 | Apr 22, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 175,452 | 5,382 | 0.12% | 0.12% | 532 | -8,058 | -4.39% | Q1 2026 | May 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 175,372 | 5,380 | 0.17% | 0.17% | 533 | +5,008 | 2.94% | Q1 2026 | May 07, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 175,262 | 5,377 | 2.34% | 2.18% | 534 | +14,633 | 9.11% | Q1 2026 | Apr 24, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 175,250 | 5,376 | 0.32% | 0.3% | 535 | -11,169 | -5.99% | Q1 2026 | May 12, 2026 |
| RMG Wealth Management LLC | History | New | 168,984 | 5,365 | 0.62% | — | 537 | +168,984 | New | Q1 2026 | May 14, 2026 |
| Peachtree Investment Partners, LLC | History | Added to | 174,877 | 5,365 | 2.04% | 0.08% | 536 | +166,104 | 1893.35% | Q1 2026 | May 08, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 174,755 | 5,361 | 0.58% | 0.52% | 538 | -1,994 | -1.13% | Q1 2026 | Apr 22, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 174,488 | 5,353 | 0.18% | 0.2% | 539 | -37,900 | -17.84% | Q1 2026 | Apr 07, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Reduced | 174,188 | 5,344 | 3.91% | 5.07% | 540 | -78,331 | -31.02% | Q1 2026 | May 08, 2026 |
| Berkeley, Inc | History | Added to | 173,148 | 5,312 | 1.78% | 1.51% | 541 | +243 | 0.14% | Q1 2026 | Apr 24, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 173,105 | 5,310 | 0.36% | 0.36% | 542 | +8,758 | 5.33% | Q1 2026 | Apr 17, 2026 |
| IRON Financial LLC | History | Added to | 172,937 | 5,305 | 2.32% | 1.82% | 543 | +28,633 | 19.84% | Q1 2026 | Apr 27, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 171,176 | 5,282 | 1.45% | 1.08% | 544 | +29,946 | 21.2% | Q1 2026 | Apr 30, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 171,581 | 5,264 | 0.71% | 0.58% | 545 | +16,663 | 10.76% | Q1 2026 | May 04, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 170,652 | 5,235 | 0.74% | 0.77% | 546 | -5,236 | -2.98% | Q1 2026 | Apr 30, 2026 |
| FLC Capital Advisors | History | Added to | 170,299 | 5,224 | 0.93% | 0.86% | 547 | +737 | 0.43% | Q1 2026 | May 01, 2026 |
| Cresta Advisors, Ltd. | History | Added to | 169,753 | 5,208 | 2.13% | 1.82% | 548 | +11,463 | 7.24% | Q1 2026 | Apr 27, 2026 |
| BlackRock, Inc. | History | Added to | 168,749 | 5,177 | 0.0% | 0.0% | 549 | +86,918 | 106.22% | Q1 2026 | May 13, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 168,142 | 5,158 | 0.97% | 0.84% | 550 | +5,402 | 3.32% | Q1 2026 | Apr 08, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 167,669 | 5,144 | 0.29% | 0.25% | 551 | +26,024 | 18.37% | Q1 2026 | Apr 29, 2026 |
| GM Advisory Group, LLC | History | Added to | 167,364 | 5,134 | 0.2% | 0.15% | 552 | +26,058 | 18.44% | Q1 2026 | Apr 28, 2026 |
| JT Stratford LLC | History | Reduced | 167,190 | 5,129 | 0.65% | 0.6% | 553 | -4,562 | -2.66% | Q1 2026 | May 15, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 166,923 | 5,121 | 1.74% | 1.52% | 554 | +6,803 | 4.25% | Q1 2026 | May 04, 2026 |
| Andrews Advisory Associates, LLC | History | Reduced | 166,209 | 5,099 | 2.68% | 3.08% | 555 | -44,752 | -21.21% | Q1 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | History | Added to | 165,086 | 5,049 | 0.27% | 0.19% | 556 | +18,994 | 13.0% | Q1 2026 | May 12, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 164,089 | 5,034 | 1.27% | 1.22% | 557 | -7,805 | -4.54% | Q1 2026 | Apr 09, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 163,731 | 5,023 | 0.17% | 0.15% | 558 | -6,148 | -3.62% | Q1 2026 | May 15, 2026 |
| Nikulski Financial, Inc. | History | Added to | 163,140 | 5,005 | 1.24% | 0.99% | 559 | +11,556 | 7.62% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 162,629 | 4,989 | 0.02% | 0.01% | 560 | +64,628 | 65.95% | Q1 2026 | May 13, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 161,324 | 4,949 | 0.19% | 0.15% | 561 | -1,741 | -1.07% | Q1 2026 | Apr 21, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 159,911 | 4,906 | 0.04% | 0.04% | 562 | -17,927 | -10.08% | Q1 2026 | May 01, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 159,277 | 4,886 | 2.21% | 2.04% | 563 | +9,685 | 6.47% | Q1 2026 | Apr 20, 2026 |
| Good Harbor Advisors, Inc. | History | Added to | 158,906 | 4,875 | 5.32% | 4.93% | 564 | +4,510 | 2.92% | Q1 2026 | May 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 158,806 | 4,872 | 0.23% | 0.16% | 565 | +31,917 | 25.15% | Q1 2026 | May 18, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 157,692 | 4,837 | 2.01% | 1.87% | 566 | -5,126 | -3.15% | Q1 2026 | Apr 21, 2026 |
| Emerald Advisors, LLC | History | Added to | 157,588 | 4,834 | 0.6% | 0.56% | 567 | +8,035 | 5.37% | Q1 2026 | Apr 23, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 156,949 | 4,815 | 0.5% | 0.45% | 568 | -2,173 | -1.37% | Q1 2026 | May 07, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 156,724 | 4,808 | 1.15% | 0.88% | 569 | +39,085 | 33.22% | Q1 2026 | May 07, 2026 |
| J. Mark Nickell & Co. | History | Reduced | 156,065 | 4,788 | 4.97% | 4.46% | 570 | -20,004 | -11.36% | Q1 2026 | May 15, 2026 |
| OLIO Financial Planning | History | Reduced | 155,478 | 4,770 | 1.32% | 1.23% | 571 | -3,962 | -2.48% | Q1 2026 | Apr 14, 2026 |
| Paradigm Capital Management, LLC/NV | History | Reduced | 155,191 | 4,761 | 4.36% | 3.96% | 572 | -199 | -0.13% | Q1 2026 | May 05, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 154,460 | 4,738 | 2.13% | 1.72% | 573 | -1,385 | -0.89% | Q1 2026 | Apr 23, 2026 |
| M&T BANK CORP | History | Reduced | 154,255 | 4,732 | 0.02% | 0.03% | 574 | -149,995 | -49.3% | Q1 2026 | May 12, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 153,572 | 4,711 | 0.18% | 0.14% | 575 | +107,169 | 230.95% | Q1 2026 | May 15, 2026 |
| METROPOLITAN LIFE INSURANCE CO/NY | History | Reduced | 152,900 | 4,690 | 1.43% | 1.34% | 576 | -8,500 | -5.27% | Q1 2026 | May 14, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 152,599 | 4,681 | 1.84% | 1.56% | 577 | +12,587 | 8.99% | Q1 2026 | Apr 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 152,376 | 4,674 | 0.11% | 0.01% | 578 | +133,171 | 693.42% | Q1 2026 | May 11, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 151,829 | 4,658 | 1.71% | 1.26% | 579 | +31,545 | 26.23% | Q1 2026 | Apr 17, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 149,003 | 4,571 | 1.18% | 1.02% | 580 | +5,343 | 3.72% | Q1 2026 | Apr 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 148,934 | 4,569 | 0.14% | 0.13% | 581 | +19,082 | 14.7% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 148,013 | 4,541 | 0.02% | 0.02% | 582 | +6,453 | 4.56% | Q1 2026 | May 14, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 164,993 | 4,525 | 0.15% | 0.15% | 583 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 147,282 | 4,518 | 1.35% | 1.12% | 584 | +7,261 | 5.19% | Q1 2026 | Apr 21, 2026 |
| COMMERCE BANK | History | Added to | 147,260 | 4,517 | 0.02% | 0.02% | 585 | +19,106 | 14.91% | Q1 2026 | May 11, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 146,815 | 4,504 | 1.0% | 0.61% | 586 | +45,837 | 45.39% | Q1 2026 | May 21, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | No change | 157,354 | 4,503 | 4.18% | 4.18% | 587 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Hidden Cove Wealth Management, LLC | History | Reduced | 146,728 | 4,501 | 2.89% | 9.42% | 588 | -383,863 | -72.35% | Q1 2026 | Apr 21, 2026 |
| Savant Capital, LLC | History | Added to | 146,517 | 4,495 | 0.02% | 0.02% | 589 | +16,925 | 13.06% | Q1 2026 | May 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 146,496 | 4,494 | 0.33% | 0.27% | 590 | +7,993 | 5.77% | Q1 2026 | May 05, 2026 |
| Keystone Financial Services, LLC | History | Reduced | 146,094 | 4,482 | 3.01% | 2.76% | 591 | -1,517 | -1.03% | Q1 2026 | Apr 21, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 145,979 | 4,478 | 2.38% | 2.21% | 592 | +107 | 0.07% | Q1 2026 | Apr 24, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Added to | 144,486 | 4,433 | 0.42% | 0.35% | 593 | +5,309 | 3.81% | Q1 2026 | Apr 02, 2026 |
| Breakwater Investment Management | History | Reduced | 144,304 | 4,427 | 1.65% | 1.45% | 594 | -2,214 | -1.51% | Q1 2026 | May 14, 2026 |
| Marble Wealth, LLC | History | Reduced | 143,559 | 4,404 | 0.77% | 1.11% | 595 | -148,614 | -50.87% | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 143,498 | 4,402 | 0.16% | 0.14% | 596 | +6,644 | 4.85% | Q1 2026 | May 14, 2026 |
| Bauman Advisory Group, LLC | History | Added to | 143,445 | 4,400 | 3.08% | 1.5% | 597 | +75,603 | 111.44% | Q1 2026 | May 06, 2026 |
| Capital Analysts, LLC | History | Added to | 142,673 | 4,376 | 0.11% | 0.11% | 598 | +4,846 | 3.52% | Q1 2026 | May 14, 2026 |
| Portus Wealth Advisors, LLC | History | Added to | 142,541 | 4,373 | 4.12% | 3.25% | 599 | +16,874 | 13.43% | Q1 2026 | Apr 22, 2026 |
| SFM, LLC | History | Added to | 142,368 | 4,367 | 2.64% | 2.16% | 600 | +7,900 | 5.88% | Q1 2026 | Apr 08, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 157,252 | 4,360 | 0.68% | 0.68% | 601 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 141,871 | 4,352 | 0.27% | 0.26% | 602 | -1,260 | -0.88% | Q1 2026 | Apr 27, 2026 |
| Auxano Advisors, LLC | History | Reduced | 141,601 | 4,344 | 0.87% | 0.8% | 603 | -5,347 | -3.64% | Q1 2026 | May 01, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 141,131 | 4,329 | 0.31% | 0.29% | 604 | -8,573 | -5.73% | Q1 2026 | May 12, 2026 |
| Beckerman Institutional, LLC | History | Added to | 140,799 | 4,319 | 2.29% | 1.97% | 605 | +12,836 | 10.03% | Q1 2026 | May 04, 2026 |
| SIH Partners, LLLP | History | New | 140,000 | 4,295 | 0.06% | — | 606 | +140,000 | New | Q1 2026 | May 15, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 139,839 | 4,290 | 1.33% | 1.07% | 607 | +7,233 | 5.45% | Q1 2026 | May 12, 2026 |
| AMG National Trust Bank | History | Added to | 139,588 | 4,282 | 0.09% | 0.09% | 608 | +685 | 0.49% | Q1 2026 | May 04, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 138,750 | 4,256 | 1.78% | 1.51% | 609 | +2,047 | 1.5% | Q1 2026 | Apr 22, 2026 |
| Hudock, Inc. | History | Reduced | 137,382 | 4,214 | 0.62% | 1.16% | 610 | -150,837 | -52.33% | Q1 2026 | May 13, 2026 |
| RFG Advisory, LLC | History | Reduced | 137,336 | 4,213 | 0.08% | 0.34% | 611 | -526,296 | -79.31% | Q1 2026 | Apr 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 136,759 | 4,195 | 0.01% | 0.01% | 612 | -27,116 | -16.55% | Q1 2026 | May 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 136,572 | 4,190 | 1.5% | 1.28% | 613 | +5,046 | 3.84% | Q1 2026 | Apr 14, 2026 |
| Orographic Financial Advisors, LLC | History | New | 136,232 | 4,179 | 2.96% | — | 614 | +136,232 | New | Q1 2026 | May 19, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 136,010 | 4,172 | 0.6% | 0.57% | 615 | +1,715 | 1.28% | Q1 2026 | May 11, 2026 |
| Roundview Capital LLC | History | Added to | 135,884 | 4,168 | 0.26% | 0.22% | 616 | +3,309 | 2.5% | Q1 2026 | May 08, 2026 |
| Anchor Investment Management, LLC | History | Added to | 135,055 | 4,143 | 0.35% | 0.29% | 617 | +7,107 | 5.55% | Q1 2026 | May 01, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 134,965 | 4,140 | 0.05% | 0.04% | 618 | -6,244 | -4.42% | Q1 2026 | May 13, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 134,485 | 4,125 | 0.32% | 0.26% | 619 | +8,627 | 6.85% | Q1 2026 | Apr 08, 2026 |
| KKM Financial LLC | History | No change | 150,096 | 4,117 | 0.73% | 0.73% | 620 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TPG Advisors LLC | History | Added to | 134,015 | 4,111 | 2.56% | 2.2% | 621 | +5,244 | 4.07% | Q1 2026 | Apr 22, 2026 |
| Lexington Hill Partners, LLC | History | Added to | 133,903 | 4,108 | 2.33% | 1.09% | 622 | +80,804 | 152.18% | Q1 2026 | Apr 16, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 133,767 | 4,103 | 0.45% | 0.41% | 623 | -6,679 | -4.76% | Q1 2026 | Apr 23, 2026 |
| Northstar Group, Inc. | History | Reduced | 133,203 | 4,086 | 0.58% | 0.5% | 624 | -833 | -0.62% | Q1 2026 | Apr 28, 2026 |
| CPWA, LLC | History | New | 128,527 | 4,080 | 4.87% | — | 625 | +128,527 | New | Q1 2026 | May 13, 2026 |
| MOR Wealth Management, LLC | History | Reduced | 132,858 | 4,076 | 1.87% | 1.86% | 626 | -15,888 | -10.68% | Q1 2026 | Apr 24, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Reduced | 132,472 | 4,064 | 2.2% | 2.02% | 627 | -2,813 | -2.08% | Q1 2026 | May 12, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 132,255 | 4,057 | 0.14% | 0.12% | 628 | +6,350 | 5.04% | Q1 2026 | May 06, 2026 |
| McAdam, LLC | History | Added to | 133,035 | 4,051 | 0.18% | 0.16% | 629 | +2,681 | 2.06% | Q1 2026 | May 08, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 130,216 | 3,995 | 0.78% | 0.68% | 630 | -510 | -0.39% | Q1 2026 | Apr 16, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 130,160 | 3,993 | 0.18% | 0.15% | 631 | +701 | 0.54% | Q1 2026 | May 06, 2026 |
| BXM Wealth LLC | History | Reduced | 129,746 | 3,980 | 3.06% | 2.85% | 632 | -4,952 | -3.68% | Q1 2026 | Apr 23, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 129,639 | 3,977 | 0.06% | 0.05% | 633 | +1,036 | 0.81% | Q1 2026 | Apr 17, 2026 |
| North Forty Two & Co. | History | Added to | 129,558 | 3,974 | 3.67% | 3.03% | 634 | +12,370 | 10.56% | Q1 2026 | Apr 21, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 144,812 | 3,972 | 1.16% | 1.16% | 635 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 129,214 | 3,964 | 0.04% | 0.05% | 636 | +7,073 | 5.79% | Q1 2026 | May 15, 2026 |
| WPG Advisers, LLC | History | Reduced | 129,092 | 3,960 | 2.92% | 2.72% | 637 | -4,542 | -3.4% | Q1 2026 | Apr 29, 2026 |
| Cedarwood Wealth LLC | History | Added to | 128,818 | 3,952 | 3.99% | 3.9% | 638 | +8,950 | 7.47% | Q1 2026 | May 05, 2026 |
| Fortis Capital Management LLC | History | Added to | 128,469 | 3,941 | 0.4% | 0.4% | 639 | +17,576 | 15.85% | Q1 2026 | May 11, 2026 |
| Sowell Financial Services LLC | History | Added to | 127,959 | 3,925 | 0.15% | 0.1% | 640 | +27,994 | 28.0% | Q1 2026 | Apr 20, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 126,410 | 3,878 | 0.41% | 0.3% | 641 | +21,818 | 20.86% | Q1 2026 | Apr 15, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 126,425 | 3,878 | 1.77% | 1.7% | 642 | -10,176 | -7.45% | Q1 2026 | Apr 27, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 125,703 | 3,856 | 0.66% | 0.58% | 643 | +5,120 | 4.25% | Q1 2026 | May 12, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 125,609 | 3,855 | 0.85% | 0.75% | 644 | +1,935 | 1.56% | Q1 2026 | May 13, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 125,643 | 3,854 | 0.37% | 2.2% | 645 | -735,259 | -85.41% | Q1 2026 | May 04, 2026 |
| Decker Wealth Management LLC | History | Reduced | 125,629 | 3,854 | 0.87% | 0.77% | 646 | -2,178 | -1.7% | Q1 2026 | May 06, 2026 |
| Sachetta, LLC | History | Added to | 124,686 | 3,825 | 2.07% | 1.87% | 647 | +136 | 0.11% | Q1 2026 | May 01, 2026 |
| Sovran Advisors, LLC | History | Reduced | 119,240 | 3,824 | 0.3% | 0.3% | 648 | -2,820 | -2.31% | Q1 2026 | May 01, 2026 |
| RVW Wealth, LLC | History | Reduced | 124,348 | 3,814 | 0.3% | 0.3% | 649 | -18,121 | -12.72% | Q1 2026 | Apr 08, 2026 |
| AlphaCore Capital LLC | History | Reduced | 123,222 | 3,780 | 0.09% | 0.13% | 650 | -85,875 | -41.07% | Q1 2026 | May 15, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 122,911 | 3,770 | 2.13% | 1.95% | 651 | +1,535 | 1.26% | Q1 2026 | Apr 20, 2026 |
| Mainsail Financial Group, LLC | History | Reduced | 122,447 | 3,756 | 1.56% | 1.45% | 652 | -4,629 | -3.64% | Q1 2026 | Apr 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 121,779 | 3,736 | 0.05% | 0.04% | 653 | +21,568 | 21.52% | Q1 2026 | May 08, 2026 |
| LifeSteps Financial, Inc. | History | Added to | 121,004 | 3,712 | 2.35% | 2.0% | 654 | +6,943 | 6.09% | Q1 2026 | Apr 22, 2026 |
| United Advisor Group, LLC | History | Added to | 120,868 | 3,708 | 0.46% | 0.41% | 655 | +802 | 0.67% | Q1 2026 | Apr 17, 2026 |
| COWA, LLC | History | Added to | 120,687 | 3,702 | 1.0% | 1.0% | 656 | +601 | 0.5% | Q1 2026 | May 14, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 120,620 | 3,700 | 0.54% | 0.51% | 657 | -2,886 | -2.34% | Q1 2026 | Apr 21, 2026 |
| Liberty Capital Management, Inc. | History | No change | 134,833 | 3,698 | 0.69% | 0.69% | 658 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Financial Designs Corp | History | Added to | 120,519 | 3,697 | 2.06% | 1.86% | 659 | +938 | 0.78% | Q1 2026 | Apr 16, 2026 |
| Vista Cima Wealth Management LLC | History | Reduced | 120,093 | 3,684 | 3.64% | 3.83% | 661 | -47,556 | -28.37% | Q1 2026 | May 12, 2026 |
| WBH ADVISORY INC | History | Added to | 120,758 | 3,684 | 0.28% | 0.24% | 660 | +4,049 | 3.47% | Q1 2026 | Apr 27, 2026 |
| Zullo Investment Group, Inc. | History | Added to | 119,654 | 3,671 | 1.39% | 1.08% | 662 | +11,632 | 10.77% | Q1 2026 | Apr 15, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 119,454 | 3,665 | 1.26% | 1.13% | 663 | +787 | 0.66% | Q1 2026 | Apr 08, 2026 |
| StoneX Group Inc. | History | Added to | 118,992 | 3,650 | 0.2% | 0.13% | 664 | +5,620 | 4.96% | Q1 2026 | May 14, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Added to | 118,543 | 3,636 | 0.21% | 0.18% | 665 | +4,904 | 4.32% | Q1 2026 | Apr 17, 2026 |
| Tenzing Financial LLC | History | Added to | 118,309 | 3,636 | 2.73% | 2.55% | 666 | +3,661 | 3.19% | Q1 2026 | Apr 15, 2026 |
| COMERICA BANK | History | No change | 131,587 | 3,609 | 0.01% | 0.01% | 667 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| OneAscent Financial Services LLC | History | Added to | 117,275 | 3,597 | 0.19% | 0.15% | 668 | +58,323 | 98.93% | Q1 2026 | Apr 21, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Added to | 117,129 | 3,593 | 0.66% | 0.56% | 669 | +5,350 | 4.79% | Q1 2026 | May 01, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 115,706 | 3,549 | 0.12% | 0.1% | 670 | +4,976 | 4.49% | Q1 2026 | May 07, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 114,714 | 3,519 | 0.0% | 0.0% | 671 | +53,065 | 86.08% | Q1 2026 | May 13, 2026 |
| Clearstead Trust, LLC | History | Added to | 114,434 | 3,510 | 0.57% | 0.44% | 672 | +12,693 | 12.48% | Q1 2026 | May 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 113,777 | 3,490 | 0.0% | 0.0% | 673 | +2,378 | 2.13% | Q1 2026 | May 13, 2026 |
| CAP Partners, LLC | History | Added to | 113,607 | 3,485 | 1.97% | 1.74% | 674 | +1,640 | 1.46% | Q1 2026 | Apr 28, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 113,265 | 3,474 | 0.06% | 0.04% | 675 | +35,539 | 45.72% | Q1 2026 | May 04, 2026 |
| NICOLET BANKSHARES INC | History | New | 113,132 | 3,470 | 0.13% | — | 676 | +113,132 | New | Q1 2026 | May 14, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 112,874 | 3,462 | 0.86% | 0.76% | 677 | +11,450 | 11.29% | Q1 2026 | Apr 29, 2026 |
| Olistico Wealth, LLC | History | Reduced | 112,826 | 3,461 | 1.71% | 1.64% | 678 | -9,799 | -7.99% | Q1 2026 | Apr 08, 2026 |
| Orion Capital Management LLC | History | Reduced | 112,507 | 3,451 | 1.19% | 1.09% | 679 | -5,472 | -4.64% | Q1 2026 | May 14, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 112,325 | 3,446 | 0.53% | 0.49% | 680 | -959 | -0.85% | Q1 2026 | Apr 23, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 111,504 | 3,420 | 0.26% | 0.26% | 681 | -13,627 | -10.89% | Q1 2026 | Apr 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 111,103 | 3,408 | 0.4% | 0.52% | 682 | -27,841 | -20.04% | Q1 2026 | May 15, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 110,481 | 3,389 | 1.15% | 1.27% | 684 | -22,257 | -16.77% | Q1 2026 | Apr 08, 2026 |
| MOKAN Wealth Management Inc. | History | Reduced | 110,469 | 3,389 | 1.5% | 1.46% | 683 | -9,671 | -8.05% | Q1 2026 | May 01, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 110,124 | 3,378 | 0.04% | 0.04% | 685 | +2,387 | 2.22% | Q1 2026 | May 11, 2026 |
| Chesapeake Wealth Management | History | Added to | 109,837 | 3,369 | 1.03% | 0.84% | 686 | +7,399 | 7.22% | Q1 2026 | May 18, 2026 |
| McGrath & Associates, Inc. | History | Reduced | 109,677 | 3,364 | 4.95% | 4.39% | 687 | -3,016 | -2.68% | Q1 2026 | Apr 10, 2026 |
| Bravera Wealth | History | Reduced | 109,149 | 3,348 | 1.51% | 1.64% | 688 | -10,326 | -8.64% | Q1 2026 | Apr 22, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 109,030 | 3,345 | 2.16% | 2.27% | 690 | -18,493 | -14.5% | Q1 2026 | May 08, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 109,054 | 3,345 | 1.92% | 1.75% | 689 | -2,151 | -1.93% | Q1 2026 | May 01, 2026 |
| NWF Advisory Services Inc. | History | Added to | 108,809 | 3,338 | 0.38% | 0.29% | 691 | +12,448 | 12.92% | Q1 2026 | May 04, 2026 |
| Ellenbecker Investment Group | History | Added to | 108,794 | 3,337 | 0.45% | 0.42% | 692 | +507 | 0.47% | Q1 2026 | Apr 23, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 108,245 | 3,320 | 0.0% | 0.0% | 693 | -3,528 | -3.16% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 107,338 | 3,293 | 0.08% | 0.08% | 694 | -4,979 | -4.43% | Q1 2026 | May 04, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 107,236 | 3,290 | 0.79% | 0.79% | 695 | -13,032 | -10.84% | Q1 2026 | May 01, 2026 |
| Larson Financial Group LLC | History | Reduced | 106,543 | 3,268 | 0.1% | 0.1% | 696 | -3,293 | -3.0% | Q1 2026 | May 15, 2026 |
| HEADINVEST, LLC | History | Added to | 106,276 | 3,260 | 0.67% | 0.55% | 697 | +5,720 | 5.69% | Q1 2026 | May 15, 2026 |
| ProVise Management Group, LLC | History | Reduced | 106,110 | 3,255 | 0.23% | 0.22% | 698 | -7,036 | -6.22% | Q1 2026 | May 06, 2026 |
| 10Elms LLP | History | Added to | 105,932 | 3,250 | 2.05% | 2.38% | 699 | +11,319 | 11.96% | Q1 2026 | May 15, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 105,153 | 3,226 | 0.83% | 0.78% | 700 | +1,002 | 0.96% | Q1 2026 | Apr 27, 2026 |
| Sage Investment Advisers LLC | History | Added to | 105,620 | 3,222 | 2.39% | 2.09% | 701 | +3,803 | 3.74% | Q1 2026 | Apr 10, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 104,974 | 3,220 | 0.47% | 0.52% | 702 | +1,111 | 1.07% | Q1 2026 | Apr 27, 2026 |
| BESSEMER GROUP INC | History | Reduced | 104,590 | 3,208 | 0.01% | 0.01% | 703 | -23,018 | -18.04% | Q1 2026 | May 06, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Added to | 104,366 | 3,201 | 1.16% | 0.98% | 704 | +114 | 0.11% | Q1 2026 | May 11, 2026 |
| Glassy Mountain Advisors, Inc. | History | Reduced | 104,081 | 3,193 | 0.99% | 0.87% | 705 | -1,421 | -1.35% | Q1 2026 | May 08, 2026 |
| Flatrock Wealth Partners LLC | History | New | 103,500 | 3,175 | 1.43% | — | 706 | +103,500 | New | Q1 2026 | Apr 29, 2026 |
| Crewe Advisors LLC | History | Added to | 103,487 | 3,174 | 0.27% | 0.24% | 708 | +6,245 | 6.42% | Q1 2026 | May 07, 2026 |
| BFSG, LLC | History | Reduced | 103,473 | 3,174 | 0.3% | 0.29% | 707 | -4,807 | -4.44% | Q1 2026 | Apr 28, 2026 |
| STAR Financial Bank | History | Added to | 103,106 | 3,163 | 1.49% | 0.11% | 709 | +95,390 | 1236.26% | Q1 2026 | May 08, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 103,494 | 3,160 | 0.88% | 0.89% | 711 | -7,157 | -6.47% | Q1 2026 | Apr 08, 2026 |
| Choate Investment Advisors | History | No change | 103,014 | 3,160 | 0.06% | 0.06% | 710 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Freestate Advisors LLC | History | Added to | 102,255 | 3,137 | 2.51% | 2.15% | 712 | +5,797 | 6.01% | Q1 2026 | Apr 09, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 102,015 | 3,129 | 0.09% | 0.08% | 713 | +731 | 0.72% | Q1 2026 | May 12, 2026 |
| CORDA Investment Management, LLC. | History | Reduced | 101,958 | 3,128 | 0.22% | 0.24% | 714 | -18,589 | -15.42% | Q1 2026 | May 04, 2026 |
| Hurley Capital, LLC | History | Added to | 101,383 | 3,110 | 1.67% | 1.43% | 715 | +7,884 | 8.43% | Q1 2026 | May 06, 2026 |
| Wedmont Private Capital | History | Added to | 100,519 | 3,102 | 0.1% | 0.1% | 716 | +802 | 0.8% | Q1 2026 | Apr 09, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 100,338 | 3,078 | 4.85% | 4.74% | 717 | +3,800 | 3.94% | Q1 2026 | Apr 13, 2026 |
| Bare Financial Services, Inc | History | Added to | 100,320 | 3,077 | 0.81% | 0.33% | 718 | +56,900 | 131.05% | Q1 2026 | May 14, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 99,857 | 3,063 | 1.35% | 1.14% | 719 | +9,066 | 9.99% | Q1 2026 | May 15, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 99,685 | 3,058 | 0.4% | 0.3% | 720 | +16,687 | 20.11% | Q1 2026 | Apr 20, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 99,576 | 3,054 | 2.93% | 2.35% | 721 | +8,647 | 9.51% | Q1 2026 | May 06, 2026 |
| Woodside Wealth Management LLC | History | Reduced | 99,496 | 3,052 | 2.38% | 2.23% | 722 | -9,585 | -8.79% | Q1 2026 | Apr 13, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Added to | 132,271 | 3,043 | 1.14% | 1.04% | 723 | +3,434 | 2.67% | Q1 2026 | May 14, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 99,112 | 3,040 | 1.2% | 1.12% | 724 | -2,405 | -2.37% | Q1 2026 | Apr 08, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 98,163 | 3,011 | 0.77% | 0.72% | 725 | -3,966 | -3.88% | Q1 2026 | Apr 22, 2026 |
| Aspen Grove Capital, LLC | History | Reduced | 98,104 | 3,009 | 0.59% | 0.47% | 726 | -810 | -0.82% | Q1 2026 | May 14, 2026 |
| SNS Financial Group, LLC | History | Reduced | 97,949 | 3,005 | 0.26% | 0.24% | 727 | -3,611 | -3.56% | Q1 2026 | Apr 14, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 97,823 | 3,001 | 0.68% | 0.68% | 729 | -10,172 | -9.42% | Q1 2026 | Apr 02, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 97,818 | 3,001 | 0.01% | 0.01% | 728 | +5,305 | 5.73% | Q1 2026 | May 08, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 97,705 | 2,997 | 2.64% | 1.94% | 730 | -4,910 | -4.78% | Q1 2026 | May 04, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Added to | 97,267 | 2,984 | 2.2% | 1.94% | 731 | +637 | 0.66% | Q1 2026 | Apr 22, 2026 |
| Peregrine Asset Advisers, Inc. | History | Added to | 97,097 | 2,978 | 0.8% | 0.58% | 732 | +22,522 | 30.2% | Q1 2026 | Apr 24, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Added to | 96,879 | 2,972 | 1.37% | 1.11% | 733 | +7,072 | 7.87% | Q1 2026 | Apr 13, 2026 |
| Scott & Selber, Inc. | History | Reduced | 96,623 | 2,964 | 0.77% | 0.69% | 734 | -4,202 | -4.17% | Q1 2026 | Apr 16, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 96,275 | 2,953 | 0.08% | 0.05% | 735 | +20,400 | 26.89% | Q1 2026 | Apr 13, 2026 |
| MainStreet Investment Advisors LLC | History | Added to | 96,275 | 2,953 | 0.44% | 0.3% | 736 | +20,400 | 26.89% | Q1 2026 | May 11, 2026 |
| Krilogy Financial LLC | History | Added to | 95,707 | 2,948 | 0.09% | 0.09% | 737 | +5,004 | 5.52% | Q1 2026 | Apr 17, 2026 |
| MYECFO, LLC | History | Added to | 95,292 | 2,923 | 1.22% | 1.04% | 738 | +6,107 | 6.85% | Q1 2026 | Apr 07, 2026 |
| Concord Wealth Partners | History | Reduced | 95,202 | 2,920 | 0.38% | 0.38% | 739 | -12,150 | -11.32% | Q1 2026 | May 01, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 95,114 | 2,918 | 0.03% | 0.03% | 740 | +7,080 | 8.04% | Q1 2026 | May 08, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 95,076 | 2,916 | 0.61% | 0.58% | 741 | -334 | -0.35% | Q1 2026 | Apr 15, 2026 |
| Leo H. Evart, Inc. | History | New | 94,939 | 2,912 | 2.49% | — | 743 | +94,939 | New | Q1 2026 | May 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 94,936 | 2,912 | 0.12% | — | 742 | +94,936 | New | Q1 2026 | May 14, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 94,546 | 2,900 | 0.38% | 0.31% | 744 | -399 | -0.42% | Q1 2026 | Apr 10, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 94,455 | 2,897 | 0.09% | 0.03% | 745 | +51,663 | 120.73% | Q1 2026 | May 13, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 93,781 | 2,877 | 1.13% | 1.2% | 746 | -14,924 | -13.73% | Q1 2026 | May 11, 2026 |
| Atlas Wealth Partners, LLC | History | Reduced | 93,777 | 2,877 | 2.96% | 2.87% | 747 | -1,512 | -1.59% | Q1 2026 | Apr 29, 2026 |
| BCM ADVISORS, LLC | History | Added to | 91,020 | 2,868 | 0.57% | 0.06% | 748 | +80,647 | 777.47% | Q1 2026 | May 05, 2026 |
| Aspen Investment Management Inc | History | Added to | 93,094 | 2,856 | 0.87% | 0.45% | 749 | +38,850 | 71.62% | Q1 2026 | Apr 15, 2026 |
| BLB&B Advisors, LLC | History | Added to | 92,309 | 2,832 | 0.12% | 0.1% | 750 | +2,311 | 2.57% | Q1 2026 | Apr 28, 2026 |
| WELCH & FORBES LLC | History | No change | 92,277 | 2,831 | 0.04% | 0.03% | 751 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Journey Beyond Wealth, LLC | History | Reduced | 91,709 | 2,813 | 2.42% | 2.01% | 752 | -270 | -0.29% | Q1 2026 | Apr 28, 2026 |
| Vise Technologies, Inc. | History | No change | 102,454 | 2,810 | 0.06% | 0.06% | 753 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 91,516 | 2,807 | 0.24% | 0.25% | 754 | -6,466 | -6.6% | Q1 2026 | Apr 09, 2026 |
| Sound Income Strategies, LLC | History | Added to | 91,802 | 2,800 | 0.14% | 0.12% | 755 | +5,318 | 6.15% | Q1 2026 | Apr 27, 2026 |
| FMA Wealth Management, LLC | History | Reduced | 91,152 | 2,796 | 1.86% | 1.68% | 756 | -3,459 | -3.66% | Q1 2026 | Apr 14, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 90,366 | 2,772 | 0.15% | 0.15% | 757 | -3,491 | -3.72% | Q1 2026 | May 13, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 89,992 | 2,760 | 0.16% | 0.14% | 758 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 88,983 | 2,729 | 1.0% | 0.88% | 759 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Hilltop Holdings Inc. | History | Added to | 88,697 | 2,721 | 0.24% | 0.14% | 760 | +3,204 | 3.75% | Q1 2026 | May 14, 2026 |
| Opes Wealth Management LLC | History | Reduced | 88,671 | 2,720 | 0.45% | 0.4% | 761 | -137 | -0.15% | Q1 2026 | Apr 28, 2026 |
| Caldwell Trust Co | History | Reduced | 88,542 | 2,716 | 0.24% | 0.22% | 762 | -3,536 | -3.84% | Q1 2026 | Apr 22, 2026 |
| Piedmont Capital Management, LLC/NC | History | Reduced | 87,980 | 2,699 | 1.8% | 1.59% | 763 | -200 | -0.23% | Q1 2026 | Apr 21, 2026 |
| Providence Capital Advisors, LLC | History | Added to | 87,921 | 2,697 | 0.44% | 0.4% | 764 | +795 | 0.91% | Q1 2026 | May 14, 2026 |
| RIA Advisory Group LLC | History | Added to | 87,855 | 2,695 | 0.64% | 0.56% | 765 | +2,541 | 2.98% | Q1 2026 | Apr 23, 2026 |
| BKM Wealth Management, LLC | History | Reduced | 87,667 | 2,689 | 0.98% | 1.26% | 766 | -37,904 | -30.19% | Q1 2026 | Apr 22, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 87,192 | 2,675 | 0.38% | 0.34% | 767 | -3,317 | -3.66% | Q1 2026 | Apr 15, 2026 |
| Vident Advisory, LLC | History | Reduced | 86,741 | 2,661 | 0.02% | 0.02% | 768 | -3,738 | -4.13% | Q1 2026 | May 14, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Reduced | 86,705 | 2,660 | 2.24% | 1.82% | 769 | -3,930 | -4.34% | Q1 2026 | May 15, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 86,664 | 2,658 | 0.63% | 0.52% | 770 | +13,768 | 18.89% | Q1 2026 | May 15, 2026 |
| Millennium Capital Advisors, LLC | History | Reduced | 86,124 | 2,642 | 1.63% | 1.42% | 771 | -1,895 | -2.15% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 86,099 | 2,641 | 0.17% | 0.17% | 772 | -8,304 | -8.8% | Q1 2026 | Apr 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 85,997 | 2,638 | 0.38% | 0.36% | 773 | -2,417 | -2.73% | Q1 2026 | May 11, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 85,371 | 2,619 | 0.36% | 0.32% | 774 | +2,689 | 3.25% | Q1 2026 | Apr 24, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 82,366 | 2,610 | 0.35% | 1.03% | 775 | -143,501 | -63.53% | Q1 2026 | May 06, 2026 |
| XY Planning Network, Inc. | History | Reduced | 85,267 | 2,601 | 0.42% | 0.43% | 776 | -3,991 | -4.47% | Q1 2026 | Apr 14, 2026 |
| Magnus Financial Group LLC | History | Added to | 84,695 | 2,598 | 0.21% | 0.08% | 777 | +46,224 | 120.15% | Q1 2026 | Apr 10, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 84,197 | 2,583 | 1.79% | 1.55% | 778 | +1,236 | 1.49% | Q1 2026 | May 08, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Reduced | 83,798 | 2,570 | 0.72% | 0.62% | 779 | -190 | -0.23% | Q1 2026 | May 11, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 83,531 | 2,562 | 1.64% | 5.18% | 780 | -193,825 | -69.88% | Q1 2026 | Apr 23, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 83,412 | 2,559 | 0.28% | 0.3% | 781 | -15,044 | -15.28% | Q1 2026 | May 07, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 83,058 | 2,548 | 0.12% | 0.12% | 782 | -7,382 | -8.16% | Q1 2026 | May 04, 2026 |
| J HAGAN CAPITAL, INC. | History | Added to | 83,050 | 2,547 | 1.37% | 1.21% | 783 | +3,265 | 4.09% | Q1 2026 | May 12, 2026 |
| SpringVest Wealth Management LLC | History | Reduced | 82,803 | 2,540 | 1.73% | 1.63% | 784 | -2,479 | -2.91% | Q1 2026 | Apr 21, 2026 |
| WESBANCO BANK INC | History | Reduced | 82,373 | 2,527 | 0.07% | 0.06% | 785 | -2,829 | -3.32% | Q1 2026 | Apr 21, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 82,240 | 2,523 | 1.72% | 1.57% | 786 | +713 | 0.87% | Q1 2026 | May 04, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 82,002 | 2,515 | 0.35% | 0.29% | 787 | +3,117 | 3.95% | Q1 2026 | Apr 22, 2026 |
| Root Financial Partners, LLC | History | Added to | 81,924 | 2,513 | 0.12% | 0.08% | 788 | +22,322 | 37.45% | Q1 2026 | Apr 24, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 81,692 | 2,506 | 0.01% | 0.0% | 789 | +2,188 | 2.75% | Q1 2026 | May 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 81,491 | 2,500 | 0.14% | 0.08% | 790 | +28,076 | 52.56% | Q1 2026 | Apr 30, 2026 |
| Balentine LLC | History | No change | 81,459 | 2,499 | 0.1% | 0.08% | 791 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Boyer Financial Services, Inc. | History | Added to | 81,280 | 2,493 | 2.64% | 2.22% | 792 | +5,689 | 7.53% | Q1 2026 | Apr 10, 2026 |
| EASTERN BANK | History | Reduced | 81,085 | 2,487 | 0.04% | 0.04% | 793 | -7,083 | -8.03% | Q1 2026 | Apr 07, 2026 |
| Great Waters Wealth Management | History | Reduced | 80,753 | 2,477 | 0.26% | 0.24% | 794 | -389 | -0.48% | Q1 2026 | Apr 17, 2026 |
| Directional Asset Management | History | Reduced | 80,712 | 2,476 | 2.26% | 1.99% | 795 | -1,903 | -2.3% | Q1 2026 | Apr 27, 2026 |
| Latitude Advisors, LLC | History | Added to | 80,642 | 2,474 | 1.13% | 0.9% | 796 | +6,339 | 8.53% | Q1 2026 | Apr 27, 2026 |
| Second Half Financial Partners, LLC | History | Reduced | 80,669 | 2,474 | 1.11% | 0.99% | 797 | -438 | -0.54% | Q1 2026 | May 11, 2026 |
| Legacy Wealth Advisors, LLC | History | New | 80,500 | 2,469 | 1.26% | — | 798 | +80,500 | New | Q1 2026 | May 06, 2026 |
| Argent Trust Co | History | Reduced | 80,345 | 2,464 | 0.08% | 0.1% | 799 | -21,100 | -20.8% | Q1 2026 | May 13, 2026 |
| Financial Perspectives, Inc | History | Added to | 80,153 | 2,459 | 0.69% | 0.49% | 800 | +13,589 | 20.41% | Q1 2026 | May 11, 2026 |
| Centennial Advisors, LLC | History | Added to | 80,042 | 2,455 | 3.12% | 2.8% | 801 | +1,473 | 1.87% | Q1 2026 | Apr 21, 2026 |
| Capital Squared Financial LLC | History | Added to | 79,324 | 2,433 | 1.86% | 1.56% | 802 | +6,207 | 8.49% | Q1 2026 | May 01, 2026 |
| Fermata Advisors, LLC | History | Reduced | 79,082 | 2,426 | 0.55% | 0.54% | 803 | -2,391 | -2.93% | Q1 2026 | Apr 08, 2026 |
| Csenge Advisory Group | History | Reduced | 78,964 | 2,422 | 0.11% | 0.15% | 804 | -42,735 | -35.12% | Q1 2026 | Apr 30, 2026 |
| Miramar Capital, LLC | History | Reduced | 78,835 | 2,418 | 0.54% | 0.48% | 805 | -935 | -1.17% | Q1 2026 | May 11, 2026 |
| RDA Financial Network | History | Reduced | 78,078 | 2,395 | 0.6% | 0.53% | 806 | -1,559 | -1.96% | Q1 2026 | Apr 08, 2026 |
| Fairscale Capital, LLC | History | Added to | 78,015 | 2,393 | 1.65% | 1.42% | 807 | +30 | 0.04% | Q1 2026 | May 11, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 77,924 | 2,390 | 0.78% | 0.79% | 808 | -3,212 | -3.96% | Q1 2026 | May 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 77,466 | 2,381 | 0.74% | 0.8% | 809 | -14,350 | -15.63% | Q1 2026 | May 14, 2026 |
| Bangor Savings Bank | History | Reduced | 77,476 | 2,376 | 0.19% | 0.18% | 810 | -3,244 | -4.02% | Q1 2026 | Apr 01, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Added to | 77,367 | 2,373 | 1.54% | 1.35% | 811 | +8,194 | 11.85% | Q1 2026 | May 08, 2026 |
| Essex Financial Services, Inc. | History | Added to | 77,299 | 2,371 | 0.13% | 0.09% | 812 | +22,364 | 40.71% | Q1 2026 | Apr 24, 2026 |
| Edgestream Partners, L.P. | History | Added to | 76,242 | 2,339 | 0.08% | 0.03% | 813 | +41,818 | 121.48% | Q1 2026 | May 18, 2026 |
| Fulcrum Equity Management | History | New | 76,153 | 2,336 | 2.26% | — | 815 | +76,153 | New | Q1 2026 | Apr 02, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 76,169 | 2,336 | 0.06% | 0.05% | 814 | +9,205 | 13.75% | Q1 2026 | May 07, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 75,474 | 2,315 | 0.13% | 0.13% | 816 | -3,708 | -4.68% | Q1 2026 | May 11, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 75,319 | 2,310 | 0.23% | 0.06% | 817 | +52,074 | 224.02% | Q1 2026 | Apr 15, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 75,247 | 2,308 | 0.13% | 0.07% | 818 | +33,674 | 81.0% | Q1 2026 | Apr 30, 2026 |
| Inspire Advisors, LLC | History | Added to | 75,081 | 2,303 | 0.19% | 0.16% | 819 | +13,366 | 21.66% | Q1 2026 | May 15, 2026 |
| CPC Advisors, LLC | History | Reduced | 74,880 | 2,297 | 0.37% | 0.21% | 820 | -1,522 | -1.99% | Q1 2026 | Apr 16, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 74,519 | 2,286 | 0.65% | 0.56% | 821 | +9 | 0.01% | Q1 2026 | Apr 28, 2026 |
| Note Advisors, LLC | History | Added to | 74,463 | 2,284 | 1.14% | 1.09% | 822 | +1,424 | 1.95% | Q1 2026 | May 15, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 73,754 | 2,272 | 0.2% | 0.24% | 823 | -15,869 | -17.71% | Q1 2026 | Apr 20, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 73,728 | 2,261 | 0.04% | 0.02% | 824 | +21,109 | 40.12% | Q1 2026 | May 15, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 73,373 | 2,251 | 0.05% | 0.05% | 825 | -37,477 | -33.81% | Q1 2026 | May 14, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Added to | 73,178 | 2,245 | 0.33% | 0.28% | 826 | +910 | 1.26% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 73,135 | 2,243 | 0.02% | 0.08% | 827 | -344,616 | -82.49% | Q1 2026 | May 13, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Reduced | 72,963 | 2,238 | 0.69% | 0.71% | 828 | -17,215 | -19.09% | Q1 2026 | Apr 27, 2026 |
| MFG WEALTH MANAGEMENT, INC. | History | Reduced | 72,891 | 2,236 | 1.85% | 1.56% | 829 | -339 | -0.46% | Q1 2026 | Apr 09, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 72,272 | 2,217 | 0.09% | 0.08% | 830 | -481 | -0.66% | Q1 2026 | Apr 21, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 70,440 | 2,161 | 0.05% | 0.1% | 831 | -7,228 | -9.31% | Q1 2026 | Apr 27, 2026 |
| Weaver Consulting Group | History | Added to | 70,388 | 2,159 | 0.51% | 0.47% | 832 | +950 | 1.37% | Q1 2026 | May 15, 2026 |
| Evanson Asset Management, LLC | History | Added to | 70,317 | 2,157 | 0.12% | 0.1% | 833 | +3,763 | 5.65% | Q1 2026 | Apr 08, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 69,821 | 2,142 | 0.05% | 0.05% | 834 | -2,972 | -4.08% | Q1 2026 | May 15, 2026 |
| Bison Wealth, LLC | History | Reduced | 67,267 | 2,135 | 0.21% | 0.24% | 835 | -4,274 | -5.97% | Q1 2026 | May 15, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 69,525 | 2,133 | 0.28% | 0.24% | 836 | -2,106 | -2.94% | Q1 2026 | May 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 69,106 | 2,120 | 0.01% | 0.04% | 837 | -298,885 | -81.22% | Q1 2026 | Apr 29, 2026 |
| Bernard Wealth Management Corp. | History | Added to | 69,052 | 2,118 | 0.9% | 0.77% | 838 | +31 | 0.04% | Q1 2026 | May 14, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 68,799 | 2,110 | 0.07% | 0.07% | 839 | -5,249 | -7.09% | Q1 2026 | May 04, 2026 |
| Smith Partners Wealth Management, LLC | History | Reduced | 68,707 | 2,107 | 1.89% | 2.03% | 841 | -11,775 | -14.63% | Q1 2026 | May 11, 2026 |
| Clarius Group, LLC | History | No change | 76,831 | 2,107 | 0.12% | 0.12% | 840 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Added to | 68,237 | 2,093 | 0.48% | 0.42% | 842 | +935 | 1.39% | Q1 2026 | Apr 16, 2026 |
| Fisher Asset Management, LLC | History | Added to | 68,026 | 2,087 | 0.0% | 0.0% | 843 | +11,796 | 20.98% | Q1 2026 | May 05, 2026 |
| Bell Bank | History | Reduced | 67,900 | 2,083 | 0.09% | 0.12% | 844 | -36,255 | -34.81% | Q1 2026 | Apr 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 68,020 | 2,075 | 0.14% | 0.12% | 845 | +4,791 | 7.58% | Q1 2026 | May 01, 2026 |
| VIAWEALTH, LLC | History | Added to | 67,482 | 2,070 | 1.15% | 1.04% | 846 | +216 | 0.32% | Q1 2026 | May 11, 2026 |
| Guardian Asset Advisors, LLC | History | Added to | 67,320 | 2,065 | 1.21% | 0.6% | 847 | +25,036 | 59.21% | Q1 2026 | May 14, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 67,233 | 2,062 | 0.05% | 0.05% | 848 | -12,205 | -15.36% | Q1 2026 | May 08, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 67,137 | 2,059 | 0.74% | 0.79% | 849 | -11,568 | -14.7% | Q1 2026 | Apr 29, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 67,031 | 2,056 | 2.17% | 1.34% | 850 | +18,058 | 36.87% | Q1 2026 | May 13, 2026 |
| HAMEL ASSOCIATES, INC. | History | Reduced | 66,646 | 2,044 | 0.58% | 0.58% | 851 | -3,482 | -4.97% | Q1 2026 | May 07, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 66,565 | 2,042 | 0.02% | 0.02% | 852 | +3,740 | 5.95% | Q1 2026 | May 13, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 66,534 | 2,041 | 0.33% | 0.46% | 853 | -36,390 | -35.36% | Q1 2026 | Apr 22, 2026 |
| WealthShield Partners, LLC | History | Reduced | 66,488 | 2,039 | 0.23% | 0.2% | 854 | -68 | -0.1% | Q1 2026 | May 01, 2026 |
| Park Edge Advisors, LLC | History | Added to | 65,674 | 2,014 | 0.46% | 0.41% | 855 | +47 | 0.07% | Q1 2026 | Apr 20, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 65,489 | 2,009 | 0.36% | 0.34% | 856 | -254 | -0.39% | Q1 2026 | May 11, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 65,633 | 2,000 | 0.13% | 0.11% | 857 | -17,390 | -20.95% | Q1 2026 | Apr 24, 2026 |
| Wills Financial Group LLC | History | Added to | 63,009 | 2,000 | 0.75% | 0.65% | 858 | +515 | 0.82% | Q1 2026 | May 14, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 64,805 | 1,988 | 0.7% | 0.1% | 859 | +54,607 | 535.47% | Q1 2026 | Apr 22, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 64,205 | 1,969 | 0.31% | — | 860 | +64,205 | New | Q1 2026 | Apr 09, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 64,024 | 1,964 | 1.41% | 1.2% | 861 | -217 | -0.34% | Q1 2026 | May 12, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 63,918 | 1,961 | 0.08% | 0.07% | 862 | -3,333 | -4.96% | Q1 2026 | May 14, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 62,763 | 1,953 | 0.42% | 0.43% | 863 | +2,905 | 4.85% | Q1 2026 | Apr 28, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 63,567 | 1,950 | 1.31% | 1.26% | 864 | -2,627 | -3.97% | Q1 2026 | Apr 14, 2026 |
| Concord Asset Management, LLC/VA | History | Reduced | 63,406 | 1,945 | 0.33% | 0.33% | 865 | -6,419 | -9.19% | Q1 2026 | May 01, 2026 |
| Embree Financial Group | History | Added to | 62,871 | 1,928 | 0.23% | 0.21% | 866 | +1,392 | 2.26% | Q1 2026 | Apr 23, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 62,572 | 1,919 | 0.14% | 0.13% | 867 | -3,055 | -4.66% | Q1 2026 | Apr 20, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 62,549 | 1,918 | 1.21% | 1.09% | 868 | +4,154 | 7.11% | Q1 2026 | May 11, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 62,454 | 1,916 | 0.2% | 0.17% | 869 | +2,096 | 3.47% | Q1 2026 | Apr 09, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 62,316 | 1,911 | 0.63% | 0.61% | 870 | -5,665 | -8.33% | Q1 2026 | Apr 22, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 62,096 | 1,905 | 0.0% | — | 871 | +62,096 | New | Q1 2026 | May 15, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 61,710 | 1,893 | 0.31% | 0.28% | 872 | +330 | 0.54% | Q1 2026 | Apr 29, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 61,534 | 1,887 | 0.87% | — | 873 | +61,534 | New | Q1 2026 | Apr 15, 2026 |
| GWN SECURITIES INC. | History | Reduced | 61,429 | 1,884 | 0.36% | 0.35% | 874 | -1,316 | -2.1% | Q1 2026 | May 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 61,194 | 1,877 | 0.11% | 0.12% | 875 | -8,109 | -11.7% | Q1 2026 | May 12, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 61,028 | 1,872 | 0.06% | 0.04% | 876 | +18,162 | 42.37% | Q1 2026 | Apr 22, 2026 |
| My Personal CFO, LLC | History | Reduced | 60,471 | 1,855 | 0.81% | 0.69% | 877 | -110 | -0.18% | Q1 2026 | Apr 21, 2026 |
| Agate Pass Investment Management, LLC | History | Reduced | 60,320 | 1,850 | 0.72% | 0.62% | 878 | -168 | -0.28% | Q1 2026 | Apr 07, 2026 |
| Probity Advisors, Inc. | History | No change | 60,203 | 1,847 | 0.29% | 0.26% | 879 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Inscription Capital, LLC | History | Added to | 60,199 | 1,846 | 0.19% | 0.14% | 880 | +9,406 | 18.52% | Q1 2026 | Apr 20, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 60,057 | 1,842 | 0.46% | 0.43% | 881 | -1,195 | -1.95% | Q1 2026 | May 05, 2026 |
| Wolfstich Capital, LLC | History | New | 60,085 | 1,831 | 1.6% | — | 882 | +60,085 | New | Q1 2026 | Apr 21, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 59,569 | 1,827 | 0.47% | 0.53% | 883 | -9,749 | -14.06% | Q1 2026 | May 06, 2026 |
| Janney Capital Management LLC | History | No change | 66,551 | 1,825 | 0.11% | 0.11% | 884 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 59,285 | 1,818 | 0.03% | 0.02% | 885 | +14,849 | 33.42% | Q1 2026 | May 04, 2026 |
| Forefront Wealth Partners, LLC | History | Reduced | 58,293 | 1,788 | 0.75% | 0.77% | 887 | -1,320 | -2.21% | Q1 2026 | Apr 17, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 58,283 | 1,788 | 1.24% | 1.05% | 886 | +300 | 0.52% | Q1 2026 | Apr 07, 2026 |
| VANGUARD GROUP INC | History | No change | 65,099 | 1,785 | 0.0% | 0.0% | 888 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BG Investment Services, LLC | History | Reduced | 58,039 | 1,780 | 1.48% | 1.54% | 889 | -5,056 | -8.01% | Q1 2026 | May 08, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 57,896 | 1,776 | 0.14% | 0.12% | 890 | +5,859 | 11.26% | Q1 2026 | Apr 22, 2026 |
| Simplicity Wealth,LLC | History | Added to | 57,802 | 1,773 | 0.1% | 0.09% | 891 | +1,005 | 1.77% | Q1 2026 | Apr 30, 2026 |
| Modus Advisors, LLC | History | Reduced | 57,661 | 1,769 | 0.49% | 0.42% | 892 | -310 | -0.53% | Q1 2026 | May 04, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 57,649 | 1,768 | 0.28% | 0.2% | 893 | +18,021 | 45.48% | Q1 2026 | Apr 30, 2026 |
| Cottage Street Advisors LLC | History | Added to | 57,586 | 1,766 | 0.76% | 0.66% | 894 | +907 | 1.6% | Q1 2026 | Apr 20, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 57,579 | 1,766 | 0.49% | 0.45% | 895 | -225 | -0.39% | Q1 2026 | Apr 08, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 57,528 | 1,764 | 0.04% | 0.03% | 896 | +2,050 | 3.7% | Q1 2026 | May 15, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 57,262 | 1,756 | 0.63% | 0.55% | 897 | +257 | 0.45% | Q1 2026 | May 06, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 57,098 | 1,751 | 0.21% | 0.19% | 898 | +714 | 1.27% | Q1 2026 | May 05, 2026 |
| Wellington Grp LLC | History | Reduced | 57,053 | 1,750 | 0.54% | 0.57% | 899 | -5,610 | -8.95% | Q1 2026 | May 22, 2026 |
| Insight Inv LLC | History | Added to | 56,939 | 1,746 | 0.96% | 0.5% | 900 | +24,710 | 76.67% | Q1 2026 | Apr 27, 2026 |
| Ethos Financial Group, LLC | History | Added to | 56,935 | 1,746 | 0.13% | 0.11% | 901 | +4,907 | 9.43% | Q1 2026 | May 05, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 56,879 | 1,745 | 0.25% | 0.26% | 902 | -11,443 | -16.75% | Q1 2026 | May 07, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 56,849 | 1,744 | 0.44% | 0.4% | 903 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 56,739 | 1,740 | 0.05% | 0.04% | 904 | -4,503 | -7.35% | Q1 2026 | May 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 56,631 | 1,737 | 0.01% | — | 906 | +56,631 | New | Q1 2026 | May 12, 2026 |
| Westview Management dba Westview Investment Advisors | History | Reduced | 56,630 | 1,737 | 0.9% | 0.93% | 905 | -14,629 | -20.53% | Q1 2026 | May 08, 2026 |
| First Growth Capital LLC | History | No change | 56,645 | 1,728 | 1.56% | 1.59% | 907 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 56,157 | 1,722 | 0.87% | 1.21% | 908 | -26,396 | -31.97% | Q1 2026 | May 15, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 55,986 | 1,717 | 1.62% | 1.56% | 909 | -4,193 | -6.97% | Q1 2026 | May 08, 2026 |
| Indie Asset Partners, LLC | History | Added to | 55,904 | 1,715 | 1.95% | 1.62% | 910 | +2,780 | 5.23% | Q1 2026 | May 08, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 55,768 | 1,710 | 0.27% | 0.23% | 911 | -832 | -1.47% | Q1 2026 | May 05, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 55,117 | 1,690 | 0.13% | 0.11% | 912 | +215 | 0.39% | Q1 2026 | May 13, 2026 |
| BIP Wealth, LLC | History | Reduced | 55,058 | 1,689 | 0.07% | 0.06% | 913 | -2,878 | -4.97% | Q1 2026 | Apr 27, 2026 |
| VestGen Advisors, LLC | History | Added to | 53,123 | 1,687 | 0.04% | 0.01% | 914 | +41,863 | 371.79% | Q1 2026 | May 14, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 54,785 | 1,680 | 0.09% | 0.08% | 915 | -1,510 | -2.68% | Q1 2026 | May 15, 2026 |
| WEST BANCORPORATION INC | History | Reduced | 54,520 | 1,672 | 0.83% | 0.8% | 916 | -1,071 | -1.93% | Q1 2026 | Apr 23, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 54,480 | 1,671 | 0.28% | 0.14% | 918 | +24,886 | 84.09% | Q1 2026 | Apr 21, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 54,494 | 1,671 | 0.37% | 0.3% | 917 | +6,049 | 12.49% | Q1 2026 | May 05, 2026 |
| Gradient Investments LLC | History | Added to | 54,412 | 1,669 | 0.03% | 0.02% | 919 | +1,730 | 3.28% | Q1 2026 | Apr 13, 2026 |
| WULFF, HANSEN & CO. | History | Added to | 54,273 | 1,665 | 1.7% | 1.19% | 920 | +2,603 | 5.04% | Q1 2026 | May 07, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 54,269 | 1,664 | 0.13% | 0.1% | 921 | +5,446 | 11.15% | Q1 2026 | May 13, 2026 |
| Sagace Wealth Management LLC | History | New | 53,973 | 1,655 | 1.11% | — | 922 | +53,973 | New | Q1 2026 | Apr 29, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Reduced | 53,893 | 1,653 | 1.02% | 1.16% | 923 | -18,323 | -25.37% | Q1 2026 | May 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 53,873 | 1,652 | 0.01% | 0.01% | 924 | -1,601 | -2.89% | Q1 2026 | May 11, 2026 |
| Factor Wealth Management LTD | History | Added to | 53,716 | 1,648 | 0.31% | 0.25% | 925 | +10,772 | 25.08% | Q1 2026 | Apr 20, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 59,826 | 1,641 | 0.18% | 0.18% | 926 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Capital Square, LLC | History | Added to | 52,280 | 1,631 | 0.75% | 0.67% | 927 | +4,074 | 8.45% | Q1 2026 | May 11, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 53,155 | 1,630 | 0.38% | 0.65% | 928 | -50,845 | -48.89% | Q1 2026 | May 13, 2026 |
| Facet Wealth, Inc. | History | Added to | 52,923 | 1,623 | 0.03% | 0.02% | 929 | +18,421 | 53.39% | Q1 2026 | May 07, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 52,780 | 1,619 | 0.24% | 0.21% | 930 | +265 | 0.5% | Q1 2026 | Apr 09, 2026 |
| Centurion Wealth Management LLC | History | Added to | 52,761 | 1,618 | 0.36% | 0.12% | 931 | +32,751 | 163.67% | Q1 2026 | Apr 10, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 52,674 | 1,616 | 0.77% | 0.66% | 932 | +1,493 | 2.92% | Q1 2026 | May 15, 2026 |
| Carroll Advisory Group, LLC | History | Added to | 52,670 | 1,615 | 0.63% | 0.37% | 934 | +21,417 | 68.53% | Q1 2026 | Apr 22, 2026 |
| REDW Wealth LLC | History | Reduced | 52,666 | 1,615 | 0.64% | 0.57% | 933 | -2,320 | -4.22% | Q1 2026 | May 07, 2026 |
| Signet Investment Advisory Group, Inc. | History | Reduced | 52,548 | 1,612 | 0.74% | 0.67% | 935 | -15 | -0.03% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | Added to | 52,530 | 1,611 | 0.03% | 0.02% | 936 | +23,629 | 81.76% | Q1 2026 | May 15, 2026 |
| J. Derek Lewis & Associates Inc. | History | Reduced | 52,303 | 1,604 | 0.36% | 0.34% | 937 | -449 | -0.85% | Q1 2026 | May 21, 2026 |
| Clark Wealth Partners | History | Reduced | 52,222 | 1,602 | 1.08% | 0.89% | 938 | -1,221 | -2.28% | Q1 2026 | May 11, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 51,995 | 1,595 | 1.54% | 1.28% | 940 | +4,860 | 10.31% | Q1 2026 | May 05, 2026 |
| ETF Store, Inc. | History | Added to | 52,001 | 1,595 | 1.55% | 1.38% | 939 | +2,663 | 5.4% | Q1 2026 | Apr 30, 2026 |
| Synergy Asset Management, LLC | History | New | 51,869 | 1,591 | 0.17% | — | 941 | +51,869 | New | Q1 2026 | May 13, 2026 |
| Asset Dedication, LLC | History | No change | 57,996 | 1,590 | 0.1% | 0.1% | 942 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 51,788 | 1,588 | 0.16% | 0.38% | 943 | -86,610 | -62.58% | Q1 2026 | May 08, 2026 |
| Capasso Planning Partners LLC | History | No change | 57,877 | 1,587 | 0.87% | 0.87% | 944 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Victrix Investment Advisors | History | Reduced | 51,662 | 1,585 | 0.58% | 0.57% | 945 | -1,788 | -3.35% | Q1 2026 | Apr 09, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 57,758 | 1,584 | 0.38% | 0.38% | 946 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 51,560 | 1,581 | 0.92% | 0.81% | 947 | -843 | -1.61% | Q1 2026 | May 14, 2026 |
| Semus Wealth Partners LLC | History | Added to | 51,317 | 1,574 | 0.88% | 0.75% | 948 | +347 | 0.68% | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 51,172 | 1,569 | 0.08% | 0.06% | 949 | +13,023 | 34.14% | Q1 2026 | May 07, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 51,171 | 1,569 | 0.03% | 0.03% | 950 | -342 | -0.66% | Q1 2026 | May 15, 2026 |
| Wall Street Financial Group, Inc. | History | New | 51,017 | 1,565 | 0.93% | — | 952 | +51,017 | New | Q1 2026 | May 05, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 51,033 | 1,565 | 0.11% | 0.09% | 951 | +1,757 | 3.57% | Q1 2026 | May 12, 2026 |
| Ignite Planners, LLC | History | Added to | 50,817 | 1,559 | 0.24% | 0.05% | 954 | +40,741 | 404.34% | Q1 2026 | Apr 17, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 50,819 | 1,559 | 0.18% | 0.09% | 953 | +23,165 | 83.77% | Q1 2026 | Apr 16, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 50,701 | 1,553 | 0.17% | 0.18% | 955 | +6,877 | 15.69% | Q1 2026 | Apr 10, 2026 |
| URS Advisory LLC | History | New | 50,601 | 1,552 | 1.14% | — | 956 | +50,601 | New | Q1 2026 | Apr 23, 2026 |
| KG Capital Management | History | Added to | 50,178 | 1,539 | 1.1% | 0.28% | 957 | +8,695 | 20.96% | Q1 2026 | Apr 22, 2026 |
| KLCM Advisors, Inc. | History | Reduced | 49,880 | 1,530 | 0.13% | 0.13% | 959 | -4,359 | -8.04% | Q1 2026 | Apr 30, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 49,887 | 1,530 | 0.02% | 0.02% | 958 | -1,101 | -2.16% | Q1 2026 | Apr 27, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 54,945 | 1,523 | 1.08% | 1.35% | 960 | -20,022 | -26.71% | Q1 2026 | Apr 16, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | Reduced | 49,625 | 1,522 | 0.95% | 0.8% | 961 | -1,945 | -3.77% | Q1 2026 | May 07, 2026 |
| Diversified Trust Co | History | Added to | 49,359 | 1,514 | 0.03% | 0.02% | 962 | +68 | 0.14% | Q1 2026 | Apr 16, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 49,538 | 1,509 | 0.09% | 0.07% | 963 | +3,900 | 8.55% | Q1 2026 | May 14, 2026 |
| V2 Financial group LLC | History | Added to | 49,110 | 1,506 | 0.7% | 0.48% | 964 | +13,910 | 39.52% | Q1 2026 | May 04, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 49,035 | 1,504 | 0.3% | 0.29% | 965 | -890 | -1.78% | Q1 2026 | Apr 14, 2026 |
| OUTFITTERS FINANCIAL LLC | History | Reduced | 48,955 | 1,501 | 1.16% | 1.1% | 966 | -1,815 | -3.57% | Q1 2026 | Apr 21, 2026 |
| BLVD Private Wealth, LLC | History | Reduced | 48,869 | 1,499 | 1.3% | 1.25% | 967 | -3,473 | -6.64% | Q1 2026 | Apr 23, 2026 |
| Advisory Resource Group | History | Reduced | 48,839 | 1,498 | 0.26% | 0.26% | 968 | -4,414 | -8.29% | Q1 2026 | May 15, 2026 |
| Register Financial Advisors LLC | History | Reduced | 48,832 | 1,498 | 0.55% | 0.54% | 969 | -1,737 | -3.43% | Q1 2026 | Apr 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 48,821 | 1,497 | 0.13% | 0.14% | 970 | -8,925 | -15.46% | Q1 2026 | Apr 30, 2026 |
| Missouri Trust & Investment Co | History | Reduced | 48,392 | 1,484 | 0.44% | 0.4% | 971 | -1,816 | -3.62% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 48,231 | 1,479 | 0.01% | 0.01% | 972 | -5,802 | -10.74% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | New | 48,083 | 1,475 | 0.0% | — | 974 | +48,083 | New | Q1 2026 | May 15, 2026 |
| Focused Wealth Management, Inc | History | Added to | 48,094 | 1,475 | 0.15% | 0.14% | 973 | +313 | 0.66% | Q1 2026 | Apr 20, 2026 |
| Bogart Wealth, LLC | History | Added to | 47,902 | 1,469 | 0.06% | 0.04% | 975 | +10,623 | 28.5% | Q1 2026 | Apr 28, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 47,911 | 1,469 | 0.12% | 0.08% | 976 | +9,281 | 24.03% | Q1 2026 | May 14, 2026 |
| Tull Financial Group, Inc. | History | Reduced | 47,821 | 1,467 | 0.65% | 0.82% | 977 | -21,868 | -31.38% | Q1 2026 | May 07, 2026 |
| Royal Capital Wealth Management, LLC | History | Added to | 47,717 | 1,463 | 0.91% | 0.77% | 978 | +84 | 0.18% | Q1 2026 | May 15, 2026 |
| One Capital Management, LLC | History | New | 47,515 | 1,457 | 0.04% | — | 980 | +47,515 | New | Q1 2026 | May 12, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Reduced | 47,506 | 1,457 | 0.96% | 0.9% | 979 | -1,799 | -3.65% | Q1 2026 | Apr 09, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Reduced | 47,425 | 1,454 | 0.6% | 0.68% | 981 | -8,899 | -15.8% | Q1 2026 | May 06, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 47,262 | 1,449 | 0.23% | 0.22% | 982 | +2,939 | 6.63% | Q1 2026 | Apr 17, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 47,164 | 1,446 | 0.02% | 0.03% | 983 | -23,281 | -33.05% | Q1 2026 | May 05, 2026 |
| W ADVISORS, LLC | History | Added to | 46,959 | 1,440 | 0.74% | 0.65% | 984 | +120 | 0.26% | Q1 2026 | Apr 29, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 46,884 | 1,438 | 0.02% | 0.01% | 986 | +29,629 | 171.71% | Q1 2026 | May 11, 2026 |
| TruNorth Capital Management, LLC | History | Added to | 46,878 | 1,438 | 0.28% | 0.24% | 985 | +8 | 0.02% | Q1 2026 | Apr 22, 2026 |
| Vanguard National Trust Co | History | New | 46,767 | 1,434 | 0.09% | — | 988 | +46,767 | New | Q1 2026 | May 08, 2026 |
| TD Capital Management LLC | History | Added to | 46,771 | 1,434 | 0.13% | 0.09% | 987 | +10,333 | 28.36% | Q1 2026 | May 11, 2026 |
| Costello Asset Management, INC | History | Reduced | 46,563 | 1,428 | 0.49% | 0.43% | 989 | -721 | -1.52% | Q1 2026 | Apr 30, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 46,560 | 1,428 | 0.82% | 0.72% | 991 | +136 | 0.29% | Q1 2026 | Apr 08, 2026 |
| Jupiter Wealth Management LLC | History | No change | 45,000 | 1,428 | 0.56% | 0.63% | 990 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 46,358 | 1,422 | 1.32% | — | 992 | +46,358 | New | Q1 2026 | May 05, 2026 |
| Haverford Trust Co | History | Added to | 46,161 | 1,416 | 0.01% | 0.01% | 993 | +778 | 1.71% | Q1 2026 | May 11, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 46,145 | 1,415 | 0.11% | 0.09% | 994 | +1,334 | 2.98% | Q1 2026 | Apr 06, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 45,742 | 1,403 | 0.32% | 0.28% | 995 | +1,318 | 2.97% | Q1 2026 | Apr 17, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 45,662 | 1,400 | 0.19% | 0.16% | 996 | +1,804 | 4.11% | Q1 2026 | Apr 21, 2026 |
| Walleye Trading LLC | History | New | 45,600 | 1,399 | 0.0% | — | 998 | +45,600 | New | Q1 2026 | May 08, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 45,600 | 1,399 | 0.83% | 0.82% | 997 | +3 | 0.01% | Q1 2026 | May 12, 2026 |
| Canal Capital Management, LLC | History | Reduced | 45,446 | 1,394 | 0.19% | 0.94% | 999 | -195,678 | -81.15% | Q1 2026 | Apr 27, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Added to | 45,410 | 1,393 | 0.3% | 0.22% | 1000 | +1,890 | 4.34% | Q1 2026 | Apr 30, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 45,355 | 1,391 | 0.03% | 0.02% | 1001 | +1,437 | 3.27% | Q1 2026 | May 07, 2026 |
| Prospect Financial Services LLC | History | Added to | 45,206 | 1,386 | 0.85% | 0.63% | 1002 | +4,957 | 12.32% | Q1 2026 | Apr 24, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 44,676 | 1,384 | 0.09% | 0.03% | 1003 | +26,963 | 152.22% | Q1 2026 | Apr 22, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 45,054 | 1,382 | 0.27% | 0.31% | 1004 | -8,002 | -15.08% | Q1 2026 | May 15, 2026 |
| LexAurum Advisors, LLC | History | New | 44,782 | 1,373 | 0.18% | — | 1006 | +44,782 | New | Q1 2026 | Apr 13, 2026 |
| Evergreen Wealth Management, LLC | History | Reduced | 44,758 | 1,373 | 0.71% | 0.64% | 1005 | -1,463 | -3.17% | Q1 2026 | May 01, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 44,608 | 1,368 | 0.3% | 0.27% | 1007 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Attessa Capital LLC | History | Reduced | 44,545 | 1,366 | 0.74% | 0.78% | 1008 | -7,500 | -14.41% | Q1 2026 | Apr 07, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 49,683 | 1,362 | 0.13% | 0.12% | 1009 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Private Advisory Group LLC | History | Reduced | 43,973 | 1,349 | 0.09% | 0.1% | 1010 | -4,148 | -8.62% | Q1 2026 | May 08, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 43,562 | 1,336 | 1.01% | 0.98% | 1011 | +988 | 2.32% | Q1 2026 | Apr 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 43,485 | 1,334 | 0.07% | 0.06% | 1012 | +172 | 0.4% | Q1 2026 | Apr 23, 2026 |
| Elevated Financial Group LLC | History | New | 43,412 | 1,331 | 0.43% | — | 1013 | +43,412 | New | Q1 2026 | May 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 43,323 | 1,329 | 1.05% | 0.93% | 1014 | +388 | 0.9% | Q1 2026 | Apr 21, 2026 |
| Hilltop National Bank | History | Reduced | 43,170 | 1,324 | 0.31% | 0.3% | 1015 | -1,980 | -4.39% | Q1 2026 | Apr 02, 2026 |
| Apella Capital, LLC | History | Added to | 42,485 | 1,319 | 0.02% | 0.01% | 1016 | +26,390 | 163.96% | Q1 2026 | Apr 20, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 42,880 | 1,315 | 0.37% | 0.36% | 1017 | +8 | 0.02% | Q1 2026 | Apr 24, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 42,854 | 1,314 | 0.13% | 0.1% | 1018 | +5,681 | 15.28% | Q1 2026 | May 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 42,782 | 1,312 | 0.45% | 0.37% | 1019 | +4,865 | 12.83% | Q1 2026 | Apr 23, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 42,502 | 1,303 | 0.36% | 0.33% | 1020 | -798 | -1.84% | Q1 2026 | Apr 27, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | Reduced | 42,375 | 1,300 | 0.29% | 0.3% | 1021 | -1,500 | -3.42% | Q1 2026 | May 11, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 42,526 | 1,299 | 0.04% | 0.02% | 1022 | +11,200 | 35.75% | Q1 2026 | Apr 08, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 42,181 | 1,294 | 0.84% | 0.79% | 1023 | -2,643 | -5.9% | Q1 2026 | May 11, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 41,917 | 1,286 | 0.08% | 0.08% | 1024 | -6,167 | -12.83% | Q1 2026 | May 05, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 41,778 | 1,281 | 0.0% | 0.0% | 1025 | +33,065 | 379.49% | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 41,612 | 1,276 | 0.04% | 0.03% | 1026 | +6,590 | 18.82% | Q1 2026 | Apr 23, 2026 |
| Verity Asset Management, Inc. | History | New | 41,191 | 1,263 | 0.53% | — | 1027 | +41,191 | New | Q1 2026 | Apr 21, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 41,147 | 1,261 | 0.0% | 0.0% | 1028 | -2,836 | -6.45% | Q1 2026 | May 14, 2026 |
| RHS Financial, LLC | History | Reduced | 41,008 | 1,258 | 0.6% | 0.56% | 1029 | -444 | -1.07% | Q1 2026 | Apr 28, 2026 |
| One Day In July LLC | History | Added to | 41,016 | 1,258 | 0.1% | 0.09% | 1030 | +40 | 0.1% | Q1 2026 | May 05, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 40,972 | 1,257 | 0.09% | 0.08% | 1031 | -500 | -1.21% | Q1 2026 | Apr 28, 2026 |
| Sepio Capital, LP | History | Added to | 40,968 | 1,256 | 0.07% | 0.06% | 1032 | +810 | 2.02% | Q1 2026 | May 13, 2026 |
| Next Capital Management LLC | History | Added to | 40,920 | 1,255 | 0.38% | 0.35% | 1033 | +539 | 1.33% | Q1 2026 | May 07, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 40,900 | 1,254 | 0.04% | 0.04% | 1034 | -2,766 | -6.33% | Q1 2026 | Apr 20, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 40,647 | 1,247 | 0.57% | 0.52% | 1035 | -703 | -1.7% | Q1 2026 | Apr 22, 2026 |
| Oxbow Advisors, LLC | History | Added to | 40,400 | 1,239 | 0.11% | 0.05% | 1037 | +18,945 | 88.3% | Q1 2026 | Apr 27, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 40,413 | 1,239 | 0.0% | 0.0% | 1036 | -18 | -0.04% | Q1 2026 | May 15, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 40,294 | 1,236 | 0.12% | 0.12% | 1038 | -2,884 | -6.68% | Q1 2026 | May 08, 2026 |
| Shearwater Capital LLC | History | New | 39,910 | 1,224 | 0.64% | — | 1040 | +39,910 | New | Q1 2026 | Apr 09, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 39,927 | 1,224 | 0.03% | 0.02% | 1039 | +8,126 | 25.55% | Q1 2026 | May 14, 2026 |
| Ballentine Partners, LLC | History | Added to | 39,845 | 1,222 | 0.02% | 0.0% | 1041 | +30,883 | 344.6% | Q1 2026 | May 14, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 39,227 | 1,221 | 0.41% | 0.36% | 1042 | -15 | -0.04% | Q1 2026 | Apr 28, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 39,729 | 1,218 | 0.0% | 0.0% | 1043 | -12,037 | -23.25% | Q1 2026 | May 14, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 44,402 | 1,217 | 0.76% | 0.76% | 1044 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Moors & Cabot, Inc. | History | Added to | 39,363 | 1,207 | 0.05% | 0.04% | 1045 | +2,143 | 5.76% | Q1 2026 | May 08, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 39,039 | 1,197 | 0.11% | 0.1% | 1046 | -598 | -1.51% | Q1 2026 | Apr 13, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 38,987 | 1,196 | 0.62% | 0.64% | 1047 | -4,345 | -10.03% | Q1 2026 | Apr 10, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 38,975 | 1,195 | 0.6% | 0.23% | 1049 | +22,555 | 137.36% | Q1 2026 | May 15, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 38,944 | 1,195 | 0.45% | 0.4% | 1048 | +307 | 0.79% | Q1 2026 | Apr 13, 2026 |
| Nabity-Jensen Investment Management Inc | History | Reduced | 38,476 | 1,180 | 0.82% | 1.94% | 1050 | -65,893 | -63.13% | Q1 2026 | Apr 21, 2026 |
| Rather & Kittrell, Inc. | History | No change | 38,361 | 1,176 | 0.18% | 0.17% | 1051 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Triton Wealth Management, PLLC | History | Reduced | 38,465 | 1,173 | 0.44% | 0.61% | 1052 | -15,298 | -28.45% | Q1 2026 | May 01, 2026 |
| Guardian Wealth Management, Inc. | History | Reduced | 38,145 | 1,170 | 0.64% | 0.78% | 1054 | -10,191 | -21.08% | Q1 2026 | May 08, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 38,141 | 1,170 | 0.03% | 0.03% | 1053 | +177 | 0.47% | Q1 2026 | Apr 29, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 36,414 | 1,160 | 0.48% | 0.46% | 1055 | +2,876 | 8.58% | Q1 2026 | May 04, 2026 |
| First Financial Group Corp | History | Reduced | 37,366 | 1,146 | 0.94% | 0.95% | 1056 | -3,386 | -8.31% | Q1 2026 | Apr 22, 2026 |
| Ransom Advisory, Ltd | History | No change | 41,680 | 1,143 | 0.45% | 0.45% | 1057 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | New | 37,191 | 1,141 | 0.36% | — | 1059 | +37,191 | New | Q1 2026 | May 13, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 37,217 | 1,141 | 0.16% | 0.14% | 1058 | -606 | -1.6% | Q1 2026 | May 13, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 37,176 | 1,140 | 0.52% | 0.47% | 1060 | -765 | -2.02% | Q1 2026 | Apr 22, 2026 |
| Millstone Evans Group, LLC | History | Added to | 36,943 | 1,133 | 0.68% | 0.24% | 1061 | +22,299 | 152.27% | Q1 2026 | Apr 30, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 36,848 | 1,130 | 0.31% | 0.32% | 1062 | +300 | 0.82% | Q1 2026 | Apr 09, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 36,757 | 1,127 | 0.2% | 0.2% | 1063 | -3,738 | -9.23% | Q1 2026 | Apr 29, 2026 |
| MERIDIAN MANAGEMENT CO | History | Added to | 36,666 | 1,124 | 0.28% | 0.21% | 1064 | +6,305 | 20.77% | Q1 2026 | May 05, 2026 |
| Vanguard Capital Wealth Advisors | History | Added to | 36,582 | 1,122 | 1.04% | 0.7% | 1065 | +4,773 | 15.01% | Q1 2026 | Apr 21, 2026 |
| ASPIRIANT, LLC | History | Reduced | 36,185 | 1,110 | 0.03% | 0.04% | 1066 | -9,467 | -20.74% | Q1 2026 | May 12, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 36,168 | 1,109 | 0.02% | 0.02% | 1067 | +5,492 | 17.9% | Q1 2026 | Apr 15, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 35,966 | 1,103 | 0.15% | 0.13% | 1068 | +434 | 1.22% | Q1 2026 | May 14, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Added to | 35,851 | 1,099 | 0.67% | 0.48% | 1069 | +7,076 | 24.59% | Q1 2026 | Apr 27, 2026 |
| Narwhal Capital Management | History | Reduced | 35,676 | 1,094 | 0.08% | 0.07% | 1070 | -25 | -0.07% | Q1 2026 | Apr 23, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 35,533 | 1,090 | 0.08% | 0.07% | 1071 | +100 | 0.28% | Q1 2026 | Apr 13, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 39,724 | 1,089 | 0.34% | 0.34% | 1072 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 35,489 | 1,088 | 0.07% | 0.05% | 1073 | +5,955 | 20.16% | Q1 2026 | May 05, 2026 |
| Ironwood Financial, llc | History | Added to | 35,433 | 1,087 | 0.19% | 0.16% | 1074 | +3,358 | 10.47% | Q1 2026 | Apr 16, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 35,347 | 1,084 | 0.15% | 0.01% | 1075 | +32,912 | 1351.62% | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | Added to | 35,328 | 1,083 | 0.01% | 0.01% | 1076 | +1,024 | 2.99% | Q1 2026 | May 06, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 35,295 | 1,082 | 0.51% | 0.46% | 1077 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Code Waechter LLC | History | No change | 35,192 | 1,079 | 0.64% | 0.62% | 1078 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 35,166 | 1,078 | 0.18% | 0.16% | 1079 | +9 | 0.03% | Q1 2026 | May 12, 2026 |
| Morling Financial Advisors, LLC | History | No change | 35,119 | 1,077 | 0.33% | 0.3% | 1080 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 34,949 | 1,072 | 0.07% | 0.06% | 1081 | +1,841 | 5.56% | Q1 2026 | May 05, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 34,860 | 1,069 | 0.14% | 0.15% | 1082 | -4,013 | -10.32% | Q1 2026 | Apr 28, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 34,839 | 1,068 | 0.53% | 0.28% | 1083 | +2,831 | 8.84% | Q1 2026 | Apr 24, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 34,415 | 1,055 | 0.18% | 0.16% | 1084 | +479 | 1.41% | Q1 2026 | May 12, 2026 |
| Verum Partners LLC | History | Added to | 34,311 | 1,052 | 0.2% | 0.19% | 1085 | +270 | 0.79% | Q1 2026 | Apr 15, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 34,244 | 1,050 | 0.11% | 0.1% | 1086 | +948 | 2.85% | Q1 2026 | May 15, 2026 |
| NOVEM GROUP | History | Added to | 34,214 | 1,049 | 0.12% | 0.06% | 1087 | +15,044 | 78.48% | Q1 2026 | Apr 10, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 34,052 | 1,044 | 0.06% | 0.05% | 1088 | +3 | 0.01% | Q1 2026 | Apr 21, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 33,969 | 1,043 | 0.06% | 0.6% | 1089 | -322,210 | -90.46% | Q1 2026 | Apr 20, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 33,464 | 1,039 | 0.07% | 0.06% | 1090 | +5,117 | 18.05% | Q1 2026 | Apr 29, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 33,584 | 1,030 | 0.24% | 0.12% | 1091 | +15,427 | 84.96% | Q1 2026 | Apr 24, 2026 |
| Barnett & Company, Inc. | History | Reduced | 33,499 | 1,027 | 0.8% | 0.77% | 1092 | -1,211 | -3.49% | Q1 2026 | Apr 30, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 33,654 | 1,026 | 0.0% | 0.0% | 1093 | +24,554 | 269.82% | Q1 2026 | May 12, 2026 |
| Arsenal Capital Advisors LLC | History | Reduced | 33,474 | 1,026 | 0.75% | 0.66% | 1094 | -484 | -1.43% | Q1 2026 | May 07, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | Reduced | 33,370 | 1,023 | 0.61% | 0.52% | 1095 | -208 | -0.62% | Q1 2026 | May 01, 2026 |
| Colter Lewis Investment Partners LLC | History | Added to | 33,217 | 1,019 | 0.96% | 0.66% | 1096 | +12,332 | 59.05% | Q1 2026 | May 15, 2026 |
| Zhang Financial LLC | History | Added to | 33,189 | 1,018 | 0.04% | 0.03% | 1097 | +995 | 3.09% | Q1 2026 | May 06, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 33,192 | 1,018 | 0.15% | 0.14% | 1098 | +722 | 2.22% | Q1 2026 | May 11, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 33,131 | 1,016 | 0.24% | 0.21% | 1099 | +231 | 0.7% | Q1 2026 | May 08, 2026 |
| Wernau Asset Management Inc. | History | Added to | 33,046 | 1,013 | 0.71% | 0.48% | 1100 | +1,030 | 3.22% | Q1 2026 | Apr 22, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 32,984 | 1,011 | 0.11% | 0.1% | 1101 | -91 | -0.28% | Q1 2026 | May 04, 2026 |
| Anson Capital, Inc. | History | Added to | 32,881 | 1,008 | 0.69% | 0.62% | 1102 | +1,598 | 5.11% | Q1 2026 | May 13, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 32,630 | 1,001 | 0.19% | 0.1% | 1103 | +10,581 | 47.99% | Q1 2026 | May 20, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 32,633 | 1,001 | 0.03% | 0.03% | 1104 | +2,860 | 9.61% | Q1 2026 | May 11, 2026 |
| Creegan & Nassoura Financial Group, LLC | History | No change | 36,213 | 993 | 0.65% | 0.65% | 1105 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Owen LaRue, LLC | History | Added to | 32,292 | 990 | 0.38% | 0.28% | 1107 | +5,646 | 21.19% | Q1 2026 | Apr 30, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 36,098 | 990 | 0.06% | 0.06% | 1106 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 32,198 | 987 | 0.0% | 0.0% | 1108 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cooper Financial Group | History | Added to | 32,169 | 986 | 0.1% | 0.09% | 1109 | +712 | 2.26% | Q1 2026 | Apr 07, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 32,118 | 985 | 0.07% | 0.04% | 1110 | +14,418 | 81.46% | Q1 2026 | May 14, 2026 |
| WESPAC Advisors, LLC | History | New | 32,076 | 984 | 0.54% | — | 1111 | +32,076 | New | Q1 2026 | Apr 28, 2026 |
| Altus Wealth Group LLC | History | Reduced | 31,896 | 978 | 0.4% | 0.43% | 1112 | -7,367 | -18.76% | Q1 2026 | Apr 27, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 31,870 | 977 | 0.25% | 0.23% | 1113 | +1,643 | 5.44% | Q1 2026 | May 11, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 31,712 | 972 | 0.03% | 0.02% | 1114 | +4,829 | 17.96% | Q1 2026 | Apr 21, 2026 |
| CEERA INVESTMENTS, LLC | History | New | 31,577 | 968 | 0.42% | — | 1115 | +31,577 | New | Q1 2026 | May 06, 2026 |
| Trust Co | History | Added to | 31,400 | 963 | 0.09% | 0.07% | 1116 | +5,855 | 22.92% | Q1 2026 | Apr 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 31,410 | 963 | 0.25% | 0.22% | 1117 | +1,489 | 4.98% | Q1 2026 | Apr 29, 2026 |
| Fusion Capital, LLC | History | Added to | 31,272 | 959 | 0.26% | 0.22% | 1118 | +2,644 | 9.24% | Q1 2026 | May 13, 2026 |
| Graney & King, LLC | History | Reduced | 31,255 | 958 | 0.52% | 0.7% | 1119 | -12,114 | -27.93% | Q1 2026 | May 18, 2026 |
| Forum Financial Management, LP | History | Added to | 31,203 | 957 | 0.01% | 0.01% | 1120 | +2,244 | 7.75% | Q1 2026 | Apr 23, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 31,103 | 954 | 0.38% | 0.34% | 1121 | -516 | -1.63% | Q1 2026 | May 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 31,035 | 952 | 0.2% | 0.26% | 1123 | -12,703 | -29.04% | Q1 2026 | May 15, 2026 |
| AVALON CAPITAL MANAGEMENT | History | No change | 31,050 | 952 | 0.27% | 0.2% | 1122 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Reduced | 30,933 | 949 | 0.19% | 0.18% | 1124 | -571 | -1.81% | Q1 2026 | Apr 20, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 30,930 | 948 | 0.02% | 0.02% | 1125 | -2,818 | -8.35% | Q1 2026 | Apr 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 30,894 | 947 | 0.69% | 0.48% | 1127 | +9,655 | 45.46% | Q1 2026 | Apr 27, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 30,873 | 947 | 0.09% | 0.09% | 1126 | -1,601 | -4.93% | Q1 2026 | May 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 30,847 | 946 | 0.05% | 0.05% | 1128 | +2,927 | 10.48% | Q1 2026 | Apr 09, 2026 |
| Telos Capital Management, Inc. | History | Added to | 30,736 | 942 | 0.09% | 0.06% | 1129 | +8,922 | 40.9% | Q1 2026 | Apr 16, 2026 |
| Soundwatch Capital LLC | History | Reduced | 30,709 | 942 | 0.12% | 0.16% | 1130 | -6,323 | -17.07% | Q1 2026 | May 05, 2026 |
| Brookwood Investment Group LLC | History | Added to | 30,547 | 937 | 0.12% | 0.08% | 1131 | +6,371 | 26.35% | Q1 2026 | May 04, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 30,510 | 936 | 0.23% | 0.27% | 1132 | -8,871 | -22.53% | Q1 2026 | Apr 10, 2026 |
| Darrow Company, Inc. | History | Reduced | 30,582 | 935 | 0.42% | 0.4% | 1133 | -2,247 | -6.84% | Q1 2026 | Apr 20, 2026 |
| Tempo Wealth, LLC | History | New | 30,383 | 932 | 0.16% | — | 1134 | +30,383 | New | Q1 2026 | May 14, 2026 |
| Advyzon Investment Management, LLC | History | New | 30,375 | 931 | 0.08% | — | 1135 | +30,375 | New | Q1 2026 | May 12, 2026 |
| SWS Partners | History | No change | 30,315 | 930 | 0.23% | 0.2% | 1136 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| IF Advisors, LLC | History | New | 30,304 | 929 | 0.66% | — | 1138 | +30,304 | New | Q1 2026 | May 13, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 30,289 | 929 | 0.36% | 0.33% | 1137 | +236 | 0.79% | Q1 2026 | May 04, 2026 |
| Round Rock Advisors LLC | History | Reduced | 30,277 | 928 | 0.14% | 0.13% | 1139 | -629 | -2.04% | Q1 2026 | May 15, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 30,236 | 927 | 0.09% | 0.07% | 1140 | +3,380 | 12.59% | Q1 2026 | Apr 17, 2026 |
| Van Cleef Asset Management,Inc | History | Added to | 30,205 | 926 | 0.1% | 0.07% | 1141 | +3,328 | 12.38% | Q1 2026 | May 01, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 30,160 | 925 | 0.26% | 0.24% | 1143 | -556 | -1.81% | Q1 2026 | May 12, 2026 |
| Advisor OS, LLC | History | Added to | 30,176 | 925 | 0.07% | 0.07% | 1142 | +200 | 0.67% | Q1 2026 | May 07, 2026 |
| Bank of New Hampshire | History | Added to | 30,105 | 923 | 0.21% | 0.18% | 1144 | +270 | 0.9% | Q1 2026 | Apr 13, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 30,000 | 920 | 0.04% | 0.04% | 1145 | +400 | 1.35% | Q1 2026 | Apr 30, 2026 |
| Sunesis Advisors, LLC | History | No change | 30,009 | 920 | 0.42% | 0.37% | 1146 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 29,670 | 910 | 0.03% | 0.04% | 1148 | -2,223 | -6.97% | Q1 2026 | Apr 29, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Added to | 29,662 | 910 | 0.25% | 0.22% | 1147 | +102 | 0.35% | Q1 2026 | May 08, 2026 |
| JBR Co Financial Management Inc | History | No change | 33,185 | 910 | 0.38% | 0.38% | 1149 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 29,621 | 908 | 0.04% | 0.03% | 1150 | -1,139 | -3.7% | Q1 2026 | Apr 28, 2026 |
| CPA Asset Management Group, LLC | History | Reduced | 29,509 | 905 | 0.3% | 0.29% | 1151 | -545 | -1.81% | Q1 2026 | May 05, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 29,467 | 904 | 0.17% | 0.87% | 1152 | -180,046 | -85.94% | Q1 2026 | May 11, 2026 |
| SHP Wealth Management | History | Reduced | 29,042 | 891 | 0.07% | 0.07% | 1154 | -2,463 | -7.82% | Q1 2026 | May 08, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 29,052 | 891 | 0.02% | 0.02% | 1153 | +476 | 1.67% | Q1 2026 | Apr 29, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 28,988 | 889 | 0.36% | 0.33% | 1156 | -3,453 | -10.64% | Q1 2026 | Apr 13, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 28,990 | 889 | 0.11% | 0.11% | 1155 | -836 | -2.8% | Q1 2026 | Apr 27, 2026 |
| KINTRA WEALTH, LLC | History | New | 28,879 | 886 | 0.06% | — | 1158 | +28,879 | New | Q1 2026 | May 15, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | Reduced | 28,874 | 886 | 0.19% | 0.17% | 1157 | -401 | -1.37% | Q1 2026 | Apr 14, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 28,831 | 884 | 0.09% | 0.08% | 1159 | +910 | 3.26% | Q1 2026 | May 13, 2026 |
| Creekside Partners | History | Added to | 28,710 | 880 | 0.36% | 0.25% | 1160 | +6,877 | 31.5% | Q1 2026 | Apr 21, 2026 |
| TFR Capital, LLC. | History | Reduced | 28,709 | 880 | 0.27% | 0.26% | 1161 | -258 | -0.89% | Q1 2026 | May 04, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 28,645 | 878 | 0.2% | 0.18% | 1162 | +684 | 2.45% | Q1 2026 | Apr 27, 2026 |
| Key FInancial Inc | History | Added to | 28,560 | 876 | 0.16% | 0.13% | 1164 | +3,220 | 12.71% | Q1 2026 | Apr 24, 2026 |
| Level Wealth Management LLC | History | Reduced | 28,553 | 876 | 0.41% | 0.43% | 1165 | -2,347 | -7.6% | Q1 2026 | Apr 27, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 28,585 | 876 | 0.14% | 0.12% | 1163 | +1,647 | 6.11% | Q1 2026 | Apr 22, 2026 |
| BAILARD, INC. | History | No change | 28,537 | 875 | 0.02% | 0.02% | 1166 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 28,423 | 872 | 0.24% | 0.33% | 1167 | +58 | 0.2% | Q1 2026 | Apr 08, 2026 |
| Schrum Private Wealth Management LLC | History | Added to | 28,400 | 871 | 0.66% | 0.54% | 1168 | +1,813 | 6.82% | Q1 2026 | May 08, 2026 |
| Vivaldi Capital Management LP | History | Added to | 28,341 | 869 | 0.12% | 0.05% | 1169 | +14,521 | 105.07% | Q1 2026 | May 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 28,279 | 867 | 0.02% | 0.01% | 1170 | +14,490 | 105.08% | Q1 2026 | May 13, 2026 |
| Northstar Financial Companies, Inc. | History | Added to | 28,267 | 867 | 0.69% | 0.41% | 1171 | +9,291 | 48.96% | Q1 2026 | May 05, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 28,241 | 866 | 0.09% | 0.05% | 1172 | +10,285 | 57.28% | Q1 2026 | Apr 13, 2026 |
| August Group Capital Ltd | History | Reduced | 28,174 | 864 | 1.0% | 0.9% | 1174 | -1,472 | -4.97% | Q1 2026 | May 14, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | Reduced | 28,177 | 864 | 0.24% | 0.21% | 1173 | -1,129 | -3.85% | Q1 2026 | Apr 13, 2026 |
| Orcam Financial Group | History | Added to | 27,891 | 855 | 0.61% | 0.57% | 1175 | +12 | 0.04% | Q1 2026 | May 12, 2026 |
| CMH Wealth Management LLC | History | New | 27,735 | 850 | 0.15% | — | 1176 | +27,735 | New | Q1 2026 | Apr 13, 2026 |
| CERTUITY, LLC | History | Added to | 21,946 | 848 | 0.06% | 0.05% | 1177 | +1 | 0.0% | Q1 2026 | May 11, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | Reduced | 27,596 | 846 | 0.47% | 0.41% | 1178 | -59 | -0.21% | Q1 2026 | Apr 22, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 27,577 | 845 | 0.06% | 0.04% | 1179 | +4,786 | 21.0% | Q1 2026 | May 20, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 27,521 | 844 | 0.05% | 0.05% | 1180 | -184 | -0.66% | Q1 2026 | May 07, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | No change | 27,552 | 844 | 0.15% | 0.13% | 1181 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 27,455 | 842 | 0.16% | 0.14% | 1182 | +276 | 1.02% | Q1 2026 | Apr 15, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 27,376 | 839 | 0.17% | 0.16% | 1183 | +755 | 2.84% | Q1 2026 | May 12, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 27,187 | 834 | 0.22% | 0.06% | 1184 | +19,340 | 246.46% | Q1 2026 | Apr 08, 2026 |
| Carrera Capital Advisors | History | Reduced | 27,124 | 832 | 0.13% | 0.13% | 1186 | -2,104 | -7.2% | Q1 2026 | May 04, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Reduced | 27,134 | 832 | 0.13% | 0.09% | 1185 | -200 | -0.73% | Q1 2026 | May 01, 2026 |
| CGN Advisors LLC | History | Reduced | 27,114 | 831 | 0.07% | 0.06% | 1187 | -2,069 | -7.09% | Q1 2026 | Apr 13, 2026 |
| HOWE & RUSLING INC | History | Reduced | 26,986 | 827 | 0.05% | 0.05% | 1188 | -766 | -2.76% | Q1 2026 | Apr 28, 2026 |
| Front Row Advisors LLC | History | Reduced | 26,987 | 827 | 0.28% | 0.25% | 1189 | -350 | -1.28% | Q1 2026 | May 19, 2026 |
| Successful Portfolios LLC | History | Added to | 26,857 | 823 | 0.45% | 0.34% | 1190 | +3,293 | 13.97% | Q1 2026 | Apr 13, 2026 |
| Rench Wealth Management, Inc. | History | Reduced | 26,808 | 822 | 0.25% | 0.21% | 1191 | -398 | -1.46% | Q1 2026 | May 14, 2026 |
| Calamos Advisors LLC | History | New | 26,777 | 821 | 0.0% | — | 1193 | +26,777 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Added to | 26,777 | 821 | 0.03% | 0.02% | 1192 | +4,226 | 18.74% | Q1 2026 | May 04, 2026 |
| May Barnhard Investments LLC | History | Reduced | 26,717 | 819 | 0.4% | 0.42% | 1194 | -5,463 | -16.98% | Q1 2026 | May 13, 2026 |
| Financial Planning Hawaii, Inc. | History | Added to | 26,638 | 817 | 0.48% | 0.41% | 1195 | +833 | 3.23% | Q1 2026 | Apr 21, 2026 |
| Demars Financial Group, LLC | History | Reduced | 26,574 | 815 | 0.27% | 0.3% | 1196 | -6,548 | -19.77% | Q1 2026 | Apr 29, 2026 |
| Hayek Kallen Investment Management | History | New | 26,461 | 812 | 0.26% | — | 1197 | +26,461 | New | Q1 2026 | May 15, 2026 |
| FULTON BANK, N.A. | History | No change | 26,394 | 809 | 0.03% | 0.02% | 1198 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Reduced | 26,338 | 808 | 0.16% | 0.16% | 1199 | -2,457 | -8.53% | Q1 2026 | May 12, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 26,300 | 806 | 0.49% | 0.45% | 1200 | -1,031 | -3.77% | Q1 2026 | Apr 22, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 26,205 | 803 | 0.7% | 0.62% | 1201 | +95 | 0.36% | Q1 2026 | May 07, 2026 |
| Ted Buchan & Co | History | Reduced | 26,012 | 798 | 0.29% | 0.29% | 1202 | -3,076 | -10.57% | Q1 2026 | May 14, 2026 |
| Stillwater Wealth Management Group | History | Added to | 25,964 | 796 | 0.49% | 0.23% | 1204 | +13,691 | 111.55% | Q1 2026 | May 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 25,957 | 796 | 0.02% | 0.02% | 1203 | +25 | 0.1% | Q1 2026 | May 14, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 25,846 | 792 | 0.1% | 0.08% | 1205 | +3,752 | 16.98% | Q1 2026 | May 06, 2026 |
| WEIK CAPITAL MANAGEMENT | History | Reduced | 25,755 | 790 | 0.31% | 0.26% | 1206 | -50 | -0.19% | Q1 2026 | May 12, 2026 |
| Firestone Capital Management | History | Reduced | 25,731 | 789 | 0.16% | 0.16% | 1209 | -1,197 | -4.45% | Q1 2026 | May 08, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 25,743 | 789 | 0.03% | 0.03% | 1207 | -547 | -2.08% | Q1 2026 | May 07, 2026 |
| Balefire, LLC | History | Added to | 25,721 | 789 | 0.15% | 0.14% | 1208 | +256 | 1.01% | Q1 2026 | May 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 25,694 | 788 | 0.13% | 0.08% | 1210 | +2,845 | 12.45% | Q1 2026 | May 15, 2026 |
| Stonebrook Private Inc. | History | Reduced | 25,660 | 787 | 0.17% | 0.16% | 1211 | -1,963 | -7.11% | Q1 2026 | May 11, 2026 |
| FF Advisors,LLC | History | Added to | 25,014 | 785 | 0.32% | 0.13% | 1213 | +14,606 | 140.33% | Q1 2026 | Apr 27, 2026 |
| Argent Advisors, Inc. | History | Added to | 25,599 | 785 | 0.21% | 0.18% | 1212 | +1,950 | 8.25% | Q1 2026 | Apr 24, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 25,566 | 784 | 0.54% | 0.65% | 1214 | -11,549 | -31.12% | Q1 2026 | May 07, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Reduced | 24,443 | 783 | 0.41% | 0.46% | 1215 | -1,521 | -5.86% | Q1 2026 | May 18, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 24,644 | 781 | 0.05% | 0.06% | 1216 | -7,487 | -23.3% | Q1 2026 | May 12, 2026 |
| Bonfire Financial | History | Added to | 25,412 | 779 | 0.59% | 0.52% | 1217 | +47 | 0.19% | Q1 2026 | May 06, 2026 |
| Breakwater Capital Group | History | Added to | 25,372 | 778 | 0.1% | 0.09% | 1218 | +3,076 | 13.8% | Q1 2026 | Apr 20, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 25,334 | 777 | 0.1% | 0.09% | 1220 | +7 | 0.03% | Q1 2026 | Apr 27, 2026 |
| Smart Portfolios, LLC | History | No change | 25,345 | 777 | 0.77% | 0.69% | 1219 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Gerald Baker Financial Group LLC | History | New | 25,313 | 776 | 0.25% | — | 1221 | +25,313 | New | Q1 2026 | May 06, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 25,251 | 774 | 0.13% | 0.12% | 1222 | -588 | -2.28% | Q1 2026 | Apr 29, 2026 |
| American Capital Advisory, LLC | History | No change | 25,134 | 771 | 0.31% | 0.3% | 1223 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| RCW Management, LLC | History | Reduced | 25,095 | 769 | 0.79% | 0.74% | 1224 | -1,546 | -5.8% | Q1 2026 | Apr 15, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 24,933 | 764 | 0.24% | 0.14% | 1227 | +8,503 | 51.75% | Q1 2026 | Apr 23, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 24,933 | 764 | 0.09% | 0.09% | 1228 | +196 | 0.79% | Q1 2026 | Apr 08, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 24,918 | 764 | 0.17% | 0.15% | 1226 | +21 | 0.08% | Q1 2026 | May 11, 2026 |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | History | No change | 24,911 | 764 | 0.54% | 0.46% | 1225 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Baldwin Investment Management, LLC | History | Added to | 24,839 | 762 | 0.09% | 0.07% | 1230 | +3,506 | 16.43% | Q1 2026 | May 12, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 24,852 | 762 | 0.03% | 0.03% | 1229 | -2,858 | -10.31% | Q1 2026 | May 06, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | Reduced | 24,775 | 760 | 0.73% | 0.7% | 1231 | -2,489 | -9.13% | Q1 2026 | Apr 14, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 24,751 | 759 | 0.08% | 0.07% | 1232 | +364 | 1.49% | Q1 2026 | May 15, 2026 |
| Howard Capital Management Inc. | History | New | 24,721 | 758 | 0.01% | — | 1235 | +24,721 | New | Q1 2026 | May 05, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 24,738 | 758 | 0.05% | 0.05% | 1234 | -5,479 | -18.13% | Q1 2026 | May 14, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Reduced | 24,710 | 758 | 0.16% | 0.15% | 1233 | -1,447 | -5.53% | Q1 2026 | Apr 14, 2026 |
| NewCorp Financial Services, Inc. | History | Reduced | 24,612 | 755 | 0.65% | 0.6% | 1236 | -157 | -0.63% | Q1 2026 | Apr 23, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 24,548 | 753 | 0.17% | 0.16% | 1237 | -881 | -3.46% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 24,468 | 750 | 0.22% | 0.2% | 1238 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Abound Wealth Management | History | Added to | 24,328 | 746 | 0.17% | 0.04% | 1240 | +18,111 | 291.31% | Q1 2026 | Apr 10, 2026 |
| SageView Advisory Group, LLC | History | No change | 27,204 | 746 | 0.03% | 0.03% | 1239 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Capital Management Associates, Inc | History | Reduced | 24,295 | 745 | 0.17% | 0.15% | 1242 | -286 | -1.16% | Q1 2026 | Apr 22, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 24,283 | 745 | 0.07% | 0.07% | 1241 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 24,275 | 744 | 0.17% | 0.15% | 1243 | -33 | -0.14% | Q1 2026 | Apr 17, 2026 |
| Allie Family Office LLC | History | Added to | 24,173 | 741 | 0.32% | 0.29% | 1244 | +1,720 | 7.66% | Q1 2026 | May 13, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 24,102 | 739 | 0.01% | 0.06% | 1245 | -105,469 | -81.4% | Q1 2026 | May 12, 2026 |
| Greenhouse Wealth Management, LLC | History | Added to | 23,925 | 734 | 0.45% | 0.39% | 1246 | +89 | 0.37% | Q1 2026 | Apr 23, 2026 |
| SP Asset Management LLC | History | Reduced | 23,914 | 733 | 0.06% | 0.05% | 1247 | -151 | -0.63% | Q1 2026 | May 06, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 23,806 | 730 | 0.23% | 0.21% | 1248 | -504 | -2.07% | Q1 2026 | May 13, 2026 |
| LifePlan Financial, LLC | History | Reduced | 23,777 | 729 | 0.54% | 0.52% | 1249 | -767 | -3.13% | Q1 2026 | Apr 14, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 23,700 | 727 | 0.0% | 0.0% | 1250 | +210 | 0.89% | Q1 2026 | May 11, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 26,527 | 727 | 0.46% | 0.46% | 1251 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 23,599 | 724 | 0.0% | 0.02% | 1252 | -134,739 | -85.1% | Q1 2026 | May 07, 2026 |
| Commonwealth Retirement Investments LLC | History | Reduced | 23,616 | 724 | 0.22% | 0.22% | 1254 | -843 | -3.45% | Q1 2026 | May 11, 2026 |
| Austin Private Wealth, LLC | History | No change | 26,397 | 724 | 0.05% | 0.05% | 1253 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| VANGUARD ADVISERS INC | History | New | 23,581 | 723 | 0.0% | — | 1255 | +23,581 | New | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 23,535 | 722 | 0.0% | 0.0% | 1256 | -4,339 | -15.57% | Q1 2026 | May 08, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 23,521 | 720 | 0.01% | 0.01% | 1257 | +12,724 | 117.85% | Q1 2026 | Apr 28, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 23,441 | 719 | 0.15% | 0.13% | 1258 | -291 | -1.23% | Q1 2026 | Apr 06, 2026 |
| waypoint wealth counsel | History | Reduced | 23,369 | 716 | 0.37% | 0.61% | 1259 | -37,066 | -61.33% | Q1 2026 | Apr 23, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | Added to | 23,356 | 716 | 0.46% | 0.39% | 1260 | +609 | 2.68% | Q1 2026 | May 07, 2026 |
| SVB WEALTH LLC | History | Reduced | 23,306 | 715 | 0.05% | 0.06% | 1261 | -13,443 | -36.58% | Q1 2026 | Apr 17, 2026 |
| Merited Wealth, LLC | History | Added to | 23,241 | 713 | 0.59% | 0.56% | 1263 | +1,353 | 6.18% | Q1 2026 | Apr 24, 2026 |
| Obermeyer Wealth Partners | History | No change | 23,249 | 713 | 0.03% | 0.03% | 1262 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 23,043 | 706 | 0.03% | 0.02% | 1264 | +3,568 | 18.32% | Q1 2026 | May 11, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 23,031 | 706 | 0.15% | 0.12% | 1266 | +2,503 | 12.19% | Q1 2026 | May 13, 2026 |
| WFA of San Diego, LLC | History | Reduced | 23,044 | 706 | 0.57% | 0.48% | 1265 | -712 | -3.0% | Q1 2026 | May 11, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 22,958 | 704 | 0.26% | 0.24% | 1267 | +188 | 0.83% | Q1 2026 | Apr 21, 2026 |
| Concentrum Wealth Management | History | New | 22,946 | 703 | 0.21% | — | 1268 | +22,946 | New | Q1 2026 | May 04, 2026 |
| Fulcrum Capital LLC | History | No change | 22,885 | 702 | 0.15% | 0.13% | 1269 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Paladin Advisory Group, LLC | History | No change | 22,912 | 702 | 0.53% | 0.46% | 1270 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| V. M. MANNING & CO., INC. | History | No change | 25,586 | 701 | 0.71% | 0.71% | 1271 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 22,818 | 700 | 0.09% | 0.09% | 1272 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Dale Q Rice Investment Management Ltd | History | Reduced | 22,804 | 699 | 0.53% | 0.45% | 1273 | -179 | -0.78% | Q1 2026 | May 08, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 22,729 | 697 | 0.05% | 0.05% | 1274 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 22,698 | 696 | 0.36% | 0.31% | 1276 | +1,171 | 5.44% | Q1 2026 | May 13, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 22,678 | 696 | 0.05% | 0.04% | 1275 | -150 | -0.66% | Q1 2026 | Apr 28, 2026 |
| Capital Developers, LLC | History | Reduced | 22,606 | 693 | 0.62% | 0.57% | 1277 | -708 | -3.04% | Q1 2026 | May 08, 2026 |
| SIGNATUREFD, LLC | History | Added to | 22,576 | 692 | 0.01% | 0.01% | 1278 | +7,230 | 47.11% | Q1 2026 | Apr 07, 2026 |
| Element Wealth, LLC | History | Reduced | 22,568 | 692 | 0.29% | 0.26% | 1279 | -646 | -2.78% | Q1 2026 | May 04, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 22,532 | 691 | 0.04% | 0.04% | 1280 | +2,561 | 12.82% | Q1 2026 | Apr 17, 2026 |
| Balboa Wealth Partners | History | Added to | 22,446 | 688 | 0.12% | 0.1% | 1281 | +70 | 0.31% | Q1 2026 | Apr 16, 2026 |
| Storen Legacy Partners, LLC | History | Reduced | 22,361 | 686 | 0.22% | 0.2% | 1283 | -946 | -4.06% | Q1 2026 | Apr 22, 2026 |
| Cypress Capital, LLC | History | Reduced | 22,360 | 686 | 0.2% | 0.18% | 1282 | -728 | -3.15% | Q1 2026 | Apr 28, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 22,266 | 683 | 0.01% | 0.01% | 1284 | +101 | 0.46% | Q1 2026 | May 05, 2026 |
| Mezzasalma Advisors, LLC | History | Reduced | 22,258 | 682 | 0.17% | 0.18% | 1285 | -4,221 | -15.94% | Q1 2026 | Apr 17, 2026 |
| MEMBERS WEALTH LLC | History | Reduced | 22,003 | 682 | 0.41% | 0.4% | 1286 | -65 | -0.29% | Q1 2026 | Apr 23, 2026 |
| Eddie Patel Inc | History | Reduced | 22,185 | 680 | 0.52% | 0.47% | 1287 | -721 | -3.15% | Q1 2026 | May 11, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 22,161 | 679 | 0.07% | 0.06% | 1288 | +1,534 | 7.44% | Q1 2026 | Apr 28, 2026 |
| Capital Planning LLC | History | No change | 22,150 | 679 | 0.22% | 0.17% | 1289 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Reduced | 22,124 | 678 | 0.16% | 0.18% | 1290 | -5,217 | -19.08% | Q1 2026 | May 08, 2026 |
| OMC Financial Services LTD | History | Added to | 22,115 | 678 | 0.26% | 0.22% | 1291 | +754 | 3.53% | Q1 2026 | Apr 30, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 21,829 | 677 | 0.21% | 0.07% | 1292 | +14,079 | 181.66% | Q1 2026 | May 12, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Reduced | 21,984 | 674 | 0.59% | 0.25% | 1293 | -21,984 | -50.0% | Q1 2026 | May 15, 2026 |
| Fairway Wealth LLC | History | No change | 21,957 | 673 | 0.18% | 0.16% | 1294 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Integrity Wealth Partners, LLC | History | New | 21,805 | 668 | 0.6% | — | 1296 | +21,805 | New | Q1 2026 | Apr 27, 2026 |
| MATHER GROUP, LLC. | History | Added to | 21,779 | 668 | 0.01% | 0.01% | 1295 | +2,963 | 15.75% | Q1 2026 | Apr 13, 2026 |
| Essex Bank | History | Added to | 21,695 | 665 | 0.15% | 0.1% | 1297 | +5,357 | 32.79% | Q1 2026 | Apr 17, 2026 |
| BSW Wealth Partners | History | Added to | 21,627 | 663 | 0.08% | 0.03% | 1298 | +13,649 | 171.08% | Q1 2026 | Apr 14, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 24,108 | 661 | 0.48% | 0.48% | 1299 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 21,571 | 661 | 0.13% | 0.12% | 1300 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Martin Capital Partners, LLC | History | Added to | 21,469 | 659 | 0.24% | 0.22% | 1302 | +104 | 0.49% | Q1 2026 | Apr 07, 2026 |
| Aldebaran Financial Inc. | History | No change | 21,500 | 659 | 0.63% | 0.55% | 1301 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Verity & Verity, LLC | History | Added to | 21,366 | 655 | 0.05% | 0.04% | 1303 | +480 | 2.3% | Q1 2026 | Apr 15, 2026 |
| Gemmer Asset Management LLC | History | Added to | 21,301 | 653 | 0.05% | 0.04% | 1304 | +713 | 3.46% | Q1 2026 | Apr 22, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 21,316 | 651 | 0.06% | 0.05% | 1305 | -14 | -0.07% | Q1 2026 | May 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 20,566 | 648 | 0.01% | 0.02% | 1307 | -28,846 | -58.38% | Q1 2026 | May 06, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 21,144 | 648 | 0.0% | 0.0% | 1306 | +4,882 | 30.02% | Q1 2026 | May 05, 2026 |
| Clayton Financial Group LLC | History | No change | 21,000 | 644 | 0.33% | 0.29% | 1308 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Steffes Financial, Ltd. | History | Reduced | 20,965 | 643 | 0.34% | 0.43% | 1310 | -8,815 | -29.6% | Q1 2026 | May 15, 2026 |
| Tidemark, LLC | History | No change | 20,976 | 643 | 0.16% | 0.16% | 1309 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 20,854 | 639 | 0.05% | 0.04% | 1313 | +2,147 | 11.48% | Q1 2026 | May 06, 2026 |
| American Trust | History | Added to | 20,856 | 639 | 0.06% | 0.05% | 1312 | +418 | 2.05% | Q1 2026 | May 01, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 20,837 | 639 | 0.1% | 0.09% | 1311 | +374 | 1.83% | Q1 2026 | May 07, 2026 |
| Abbot Financial Management, Inc. | History | New | 20,800 | 638 | 0.27% | — | 1314 | +20,800 | New | Q1 2026 | May 13, 2026 |
| Sharkey, Howes & Javer | History | Added to | 20,714 | 635 | 0.09% | 0.07% | 1315 | +968 | 4.9% | Q1 2026 | Apr 08, 2026 |
| Cardinal Point Capital Management ULC | History | New | 20,652 | 633 | 0.04% | — | 1316 | +20,652 | New | Q1 2026 | Apr 20, 2026 |
| Ascent Advisors, LLC | History | New | 25,542 | 632 | 1.16% | — | 1317 | +25,542 | New | Q1 2026 | Apr 29, 2026 |
| Apeiron RIA LLC | History | New | 20,579 | 631 | 0.15% | — | 1319 | +20,579 | New | Q1 2026 | Apr 27, 2026 |
| Unify Financial Advisors | History | Added to | 20,589 | 631 | 0.65% | 0.58% | 1318 | +200 | 0.98% | Q1 2026 | Apr 23, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 20,480 | 628 | 0.41% | 0.35% | 1320 | +1,925 | 10.37% | Q1 2026 | Apr 23, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 20,522 | 627 | 0.16% | 0.13% | 1321 | +482 | 2.41% | Q1 2026 | May 08, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 20,351 | 624 | 0.06% | 0.04% | 1322 | +3,804 | 22.99% | Q1 2026 | Apr 10, 2026 |
| Colonial Trust Co / SC | History | No change | 20,360 | 620 | 0.08% | 0.07% | 1323 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Point Windward Advisors Inc. | History | No change | 20,200 | 619 | 0.31% | 0.27% | 1324 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 20,169 | 618 | 0.04% | 0.03% | 1325 | +205 | 1.03% | Q1 2026 | May 01, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 20,106 | 616 | 0.11% | 0.1% | 1326 | -2,705 | -11.86% | Q1 2026 | May 11, 2026 |
| Investment Management Trust, LLC | History | New | 20,060 | 615 | 0.6% | — | 1328 | +20,060 | New | Q1 2026 | Apr 24, 2026 |
| Sun Group Wealth Partners | History | New | 20,058 | 615 | 0.48% | — | 1327 | +20,058 | New | Q1 2026 | May 06, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 20,000 | 613 | 0.01% | — | 1330 | +20,000 | New | Q1 2026 | May 15, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Added to | 19,986 | 613 | 0.24% | 0.2% | 1329 | +410 | 2.09% | Q1 2026 | Apr 07, 2026 |
| Tranquility Partners, LLC | History | Added to | 19,944 | 611 | 0.23% | 0.2% | 1331 | +105 | 0.53% | Q1 2026 | Apr 20, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 19,913 | 610 | 0.0% | 0.0% | 1332 | -603 | -2.94% | Q1 2026 | May 14, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 19,901 | 610 | 0.08% | 0.07% | 1333 | +120 | 0.61% | Q1 2026 | Apr 08, 2026 |
| PDS Planning, Inc | History | Added to | 19,849 | 608 | 0.04% | 0.03% | 1334 | +1,226 | 6.58% | Q1 2026 | Apr 21, 2026 |
| Oakmont Advisory Group, LLC | History | Reduced | 19,796 | 607 | 0.62% | 0.6% | 1335 | -708 | -3.45% | Q1 2026 | May 12, 2026 |
| Avantra Family Wealth, Inc. | History | Reduced | 19,784 | 606 | 0.45% | 0.44% | 1336 | -2,452 | -11.03% | Q1 2026 | Apr 22, 2026 |
| Basepoint Wealth LLC | History | Added to | 19,746 | 605 | 0.35% | 0.31% | 1337 | +831 | 4.39% | Q1 2026 | May 07, 2026 |
| Strive Financial Group ,LLC | History | Added to | 19,644 | 603 | 0.32% | 0.26% | 1338 | +1,973 | 11.17% | Q1 2026 | May 15, 2026 |
| Pflug Koory, LLC | History | Added to | 19,621 | 601 | 0.28% | 0.25% | 1339 | +291 | 1.51% | Q1 2026 | Apr 21, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 19,600 | 601 | 0.21% | 0.2% | 1340 | -286 | -1.44% | Q1 2026 | Apr 15, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 19,559 | 600 | 0.49% | 0.56% | 1341 | -5,196 | -20.99% | Q1 2026 | Apr 28, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 19,507 | 598 | 0.11% | — | 1342 | +19,507 | New | Q1 2026 | Apr 15, 2026 |
| Cross Staff Investments Inc | History | Reduced | 19,475 | 597 | 0.3% | 0.3% | 1344 | -590 | -2.94% | Q1 2026 | Apr 23, 2026 |
| Brick & Kyle, Associates | History | No change | 21,768 | 597 | 0.21% | 0.21% | 1343 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | New | 19,397 | 595 | 0.04% | — | 1345 | +19,397 | New | Q1 2026 | May 13, 2026 |
| Advisor Resource Council | History | Added to | 19,217 | 589 | 0.19% | 0.2% | 1346 | +475 | 2.53% | Q1 2026 | May 07, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 19,180 | 588 | 0.01% | 0.01% | 1347 | -1,552 | -7.49% | Q1 2026 | May 14, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 19,197 | 588 | 0.27% | 0.23% | 1348 | +104 | 0.54% | Q1 2026 | May 04, 2026 |
| Blue Chip Partners, LLC | History | Reduced | 19,151 | 587 | 0.04% | 0.04% | 1349 | -988 | -4.91% | Q1 2026 | May 15, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 19,157 | 587 | 0.1% | 0.1% | 1350 | -150 | -0.78% | Q1 2026 | May 08, 2026 |
| Ketron Financial | History | Added to | 19,048 | 584 | 0.21% | 0.15% | 1351 | +2,390 | 14.35% | Q1 2026 | Apr 21, 2026 |
| Sherman Wealth Management LLC | History | Added to | 18,954 | 581 | 0.5% | 0.45% | 1352 | +31 | 0.16% | Q1 2026 | Apr 13, 2026 |
| Meriwether Wealth & Planning, LLC | History | Reduced | 18,910 | 580 | 0.32% | 0.34% | 1353 | -2,987 | -13.64% | Q1 2026 | Apr 09, 2026 |
| PW Nova Financial Services LLC | History | New | 18,863 | 578 | 0.14% | — | 1356 | +18,863 | New | Q1 2026 | Apr 15, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 18,840 | 578 | 0.2% | 0.21% | 1355 | -3,771 | -16.68% | Q1 2026 | Apr 09, 2026 |
| FC Advisory LLC | History | Added to | 18,856 | 578 | 0.17% | 0.15% | 1354 | +316 | 1.7% | Q1 2026 | Apr 14, 2026 |
| Seneca House Advisors | History | Added to | 18,758 | 575 | 0.23% | 0.19% | 1357 | +13 | 0.07% | Q1 2026 | May 01, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 18,704 | 573 | 0.34% | 0.3% | 1358 | +156 | 0.84% | Q1 2026 | Apr 15, 2026 |
| Bay Rivers Group | History | Added to | 18,673 | 572 | 0.24% | 0.16% | 1359 | +4,317 | 30.07% | Q1 2026 | Apr 13, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 17,781 | 569 | 0.12% | 0.2% | 1360 | -14,081 | -44.19% | Q1 2026 | May 01, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 18,421 | 565 | 0.01% | 0.0% | 1361 | +9,120 | 98.05% | Q1 2026 | Apr 20, 2026 |
| Downshift Financial, LLC | History | Added to | 17,974 | 564 | 0.29% | 0.29% | 1362 | +2,955 | 19.68% | Q1 2026 | Apr 29, 2026 |
| TSFG, LLC | History | Added to | 18,323 | 562 | 0.09% | 0.07% | 1364 | +886 | 5.08% | Q1 2026 | Apr 27, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 18,329 | 562 | 0.1% | 0.09% | 1363 | +1 | 0.01% | Q1 2026 | May 04, 2026 |
| Wealth Management Partners, LLC | History | Added to | 18,307 | 561 | 0.16% | 0.09% | 1365 | +7,400 | 67.85% | Q1 2026 | Apr 17, 2026 |
| Mirador Capital Partners LP | History | Reduced | 18,239 | 559 | 0.08% | 0.09% | 1366 | -4,571 | -20.04% | Q1 2026 | Apr 08, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 18,187 | 557 | 0.08% | 0.06% | 1367 | +3,501 | 23.84% | Q1 2026 | Apr 30, 2026 |
| Omega Financial Group, LLC | History | Added to | 18,149 | 556 | 0.18% | 0.16% | 1368 | +140 | 0.78% | Q1 2026 | May 12, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 17,869 | 548 | 0.33% | 0.31% | 1369 | -949 | -5.04% | Q1 2026 | Apr 21, 2026 |
| Signature Wealth Management Group | History | New | 17,851 | 547 | 0.21% | — | 1370 | +17,851 | New | Q1 2026 | Apr 01, 2026 |
| Mach-1 Financial Group, LLC | History | Reduced | 17,745 | 544 | 0.19% | 0.14% | 1371 | -7,315 | -29.19% | Q1 2026 | May 13, 2026 |
| SkyOak Wealth, LLC | History | Added to | 17,721 | 543 | 0.1% | 0.06% | 1372 | +5,752 | 48.06% | Q1 2026 | Apr 30, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 17,691 | 542 | 0.03% | 0.03% | 1373 | -1,637 | -8.47% | Q1 2026 | Apr 29, 2026 |
| Silver Lake Advisory, LLC | History | Added to | 17,687 | 542 | 0.22% | 0.19% | 1374 | +122 | 0.69% | Q1 2026 | Apr 27, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 17,647 | 541 | 0.11% | 0.09% | 1375 | +1,726 | 10.84% | Q1 2026 | May 01, 2026 |
| Clarkston Capital Partners, LLC | History | Added to | 17,608 | 540 | 0.04% | 0.01% | 1376 | +2 | 0.01% | Q1 2026 | May 14, 2026 |
| Planned Solutions, Inc. | History | Reduced | 17,573 | 539 | 0.18% | 0.15% | 1377 | -10 | -0.06% | Q1 2026 | Apr 09, 2026 |
| Ring Mountain Capital, LLC | History | Reduced | 17,539 | 538 | 0.29% | 0.27% | 1378 | -532 | -2.94% | Q1 2026 | Apr 30, 2026 |
| Stone Wealth Partners | History | New | 17,505 | 537 | 0.48% | — | 1381 | +17,505 | New | Q1 2026 | May 07, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 17,531 | 537 | 0.04% | 0.03% | 1380 | +2,144 | 13.93% | Q1 2026 | May 04, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 17,534 | 537 | 0.33% | 0.29% | 1379 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clare Market Investments LLC | History | New | 17,500 | 536 | 0.11% | — | 1382 | +17,500 | New | Q1 2026 | Apr 29, 2026 |
| Andina Capital Management, LLC | History | Reduced | 17,466 | 535 | 0.47% | 0.29% | 1383 | -39 | -0.22% | Q1 2026 | Apr 17, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 17,463 | 535 | 0.03% | 0.03% | 1384 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Citrine Capital LLC | History | Added to | 17,429 | 534 | 0.23% | 0.17% | 1386 | +4,340 | 33.16% | Q1 2026 | Apr 21, 2026 |
| DAVIS R M INC | History | Added to | 17,437 | 534 | 0.01% | 0.01% | 1385 | +279 | 1.63% | Q1 2026 | May 13, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 17,337 | 532 | 0.17% | 0.15% | 1387 | -213 | -1.21% | Q1 2026 | May 07, 2026 |
| Strata Wealth Advisors, LLC | History | Reduced | 17,319 | 531 | 0.15% | 0.16% | 1388 | -3,565 | -17.07% | Q1 2026 | Apr 28, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 18,544 | 528 | 0.04% | 0.04% | 1389 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Quadrature Capital Ltd | History | New | 17,200 | 527 | 0.01% | — | 1390 | +17,200 | New | Q1 2026 | May 15, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 17,148 | 526 | 0.07% | 0.05% | 1392 | +4,294 | 33.41% | Q1 2026 | Apr 21, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Added to | 17,163 | 526 | 0.35% | 0.28% | 1391 | +72 | 0.42% | Q1 2026 | Apr 16, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 17,142 | 525 | 0.04% | 0.11% | 1397 | -24,611 | -58.94% | Q1 2026 | Apr 16, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 17,124 | 525 | 0.17% | 0.15% | 1396 | +1,199 | 7.53% | Q1 2026 | Apr 15, 2026 |
| Wealthstar Advisors, LLC | History | Added to | 17,122 | 525 | 0.25% | 0.19% | 1394 | +1,064 | 6.63% | Q1 2026 | Apr 27, 2026 |
| 1ST SOURCE BANK | History | Added to | 17,129 | 525 | 0.03% | 0.02% | 1393 | +660 | 4.01% | Q1 2026 | May 04, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 17,137 | 525 | 0.03% | 0.03% | 1395 | +600 | 3.63% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Added to | 17,098 | 524 | 0.01% | 0.01% | 1398 | +3,357 | 24.43% | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 17,046 | 522 | 0.17% | 0.42% | 1401 | -28,369 | -62.47% | Q1 2026 | Apr 24, 2026 |
| Timmons Wealth Management, LLC | History | Reduced | 17,040 | 522 | 0.49% | 0.59% | 1400 | -4,821 | -22.05% | Q1 2026 | May 11, 2026 |
| Plus Group Wealth Advisors LLC | History | Added to | 17,031 | 522 | 0.57% | 0.49% | 1399 | +955 | 5.94% | Q1 2026 | Apr 07, 2026 |
| Pine Haven Investment Counsel, Inc | History | Added to | 17,009 | 521 | 0.38% | 0.32% | 1402 | +565 | 3.44% | Q1 2026 | Apr 16, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 18,951 | 519 | 0.0% | 0.0% | 1403 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Impact Capital Partners LLC | History | Added to | 16,864 | 517 | 0.16% | 0.14% | 1404 | +140 | 0.84% | Q1 2026 | Apr 10, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 16,458 | 515 | 0.29% | — | 1406 | +16,458 | New | Q1 2026 | May 19, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 16,789 | 515 | 0.07% | 0.05% | 1405 | +2,718 | 19.32% | Q1 2026 | Apr 08, 2026 |
| Daytona Street Capital LLC | History | Added to | 16,802 | 513 | 0.4% | 0.32% | 1407 | +1,875 | 12.56% | Q1 2026 | Apr 10, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Added to | 16,679 | 511 | 0.23% | 0.17% | 1408 | +45 | 0.27% | Q1 2026 | May 08, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 16,615 | 509 | 0.11% | 0.11% | 1409 | -1,025 | -5.81% | Q1 2026 | May 14, 2026 |
| Leisure Capital Management | History | Reduced | 16,560 | 508 | 0.18% | 0.16% | 1410 | -1,465 | -8.13% | Q1 2026 | May 08, 2026 |
| Catalyst Investment Management LLC | History | Reduced | 16,258 | 504 | 0.56% | 1.21% | 1411 | -30,499 | -65.23% | Q1 2026 | Apr 23, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Reduced | 16,392 | 502 | 0.16% | 0.17% | 1413 | -427 | -2.54% | Q1 2026 | Apr 24, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 16,385 | 502 | 0.03% | 0.03% | 1412 | +15 | 0.09% | Q1 2026 | Apr 10, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 16,354 | 501 | 0.01% | 0.01% | 1415 | -787 | -4.59% | Q1 2026 | Apr 10, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 16,360 | 501 | 0.1% | 0.08% | 1414 | +557 | 3.52% | Q1 2026 | Apr 29, 2026 |
| Carmel Capital Partners, LLC | History | Reduced | 16,278 | 499 | 0.18% | 0.25% | 1416 | -9,599 | -37.09% | Q1 2026 | Apr 30, 2026 |
| S.E.E.D. Planning Group LLC | History | Added to | 16,171 | 496 | 0.14% | 0.06% | 1417 | +8,671 | 115.61% | Q1 2026 | Apr 23, 2026 |
| OFS Enterprise LLC | History | New | 16,013 | 491 | 0.14% | — | 1419 | +16,013 | New | Q1 2026 | Apr 09, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 16,020 | 491 | 0.06% | 0.06% | 1418 | -1,411 | -8.09% | Q1 2026 | Apr 21, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 16,002 | 490 | 0.01% | 0.01% | 1420 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Independent Wealth Advisors LLC | History | Added to | 15,943 | 489 | 0.48% | 0.45% | 1421 | +58 | 0.37% | Q1 2026 | May 22, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 15,894 | 487 | 0.08% | 0.08% | 1422 | -145 | -0.9% | Q1 2026 | Apr 17, 2026 |
| Team Hewins, LLC | History | Reduced | 15,867 | 486 | 0.14% | 0.15% | 1423 | -629 | -3.81% | Q1 2026 | Apr 30, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 15,843 | 486 | 0.12% | 0.11% | 1424 | +70 | 0.44% | Q1 2026 | Apr 09, 2026 |
| Kingsman Wealth Management, Inc. | History | Added to | 15,855 | 486 | 0.27% | 0.23% | 1425 | +6 | 0.04% | Q1 2026 | Apr 21, 2026 |
| Sanchez Wealth Management Group | History | No change | 15,829 | 485 | 0.1% | 0.09% | 1426 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Worth Asset Management, LLC | History | New | 15,792 | 484 | 0.18% | — | 1427 | +15,792 | New | Q1 2026 | Apr 17, 2026 |
| Tandem Financial, LLC | History | New | 15,769 | 483 | 0.15% | — | 1428 | +15,769 | New | Q1 2026 | May 08, 2026 |
| Delta Investment Management, LLC | History | Added to | 15,712 | 482 | 0.09% | 0.05% | 1429 | +4,994 | 46.59% | Q1 2026 | May 12, 2026 |
| Wingate Wealth Advisors, Inc. | History | Reduced | 15,650 | 480 | 0.26% | 0.63% | 1432 | -25,732 | -62.18% | Q1 2026 | May 01, 2026 |
| GenWealth Group, Inc. | History | Added to | 15,648 | 480 | 0.08% | 0.07% | 1430 | +1,392 | 9.76% | Q1 2026 | May 11, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 15,667 | 480 | 0.1% | 0.1% | 1431 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 15,641 | 479 | 0.06% | 0.07% | 1433 | -1,749 | -10.06% | Q1 2026 | May 11, 2026 |
| Faithward Advisors, LLC | History | Added to | 11,032 | 478 | 0.07% | 0.04% | 1434 | +1,978 | 21.85% | Q1 2026 | Apr 17, 2026 |
| Oldfather Financial Services, LLC | History | No change | 17,454 | 478 | 0.14% | 0.14% | 1435 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 15,569 | 477 | 0.03% | 0.02% | 1436 | +1,041 | 7.17% | Q1 2026 | Apr 29, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | No change | 15,555 | 477 | 0.25% | 0.22% | 1437 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stokes Family Office, LLC | History | Reduced | 15,510 | 475 | 0.05% | 0.04% | 1439 | -925 | -5.63% | Q1 2026 | May 11, 2026 |
| Cornerstone Planning, LLC | History | Reduced | 15,513 | 475 | 0.11% | 0.1% | 1438 | -32 | -0.21% | Q1 2026 | May 11, 2026 |
| Maple Capital Management, Inc. | History | Reduced | 15,422 | 473 | 0.03% | 0.03% | 1440 | -3,441 | -18.24% | Q1 2026 | May 08, 2026 |
| Aspen Wealth Strategies, LLC | History | Reduced | 15,429 | 473 | 0.25% | 0.24% | 1442 | -373 | -2.36% | Q1 2026 | May 08, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 15,533 | 473 | 0.0% | 0.0% | 1441 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 15,367 | 471 | 0.05% | 0.04% | 1443 | -160 | -1.03% | Q1 2026 | May 11, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 14,669 | 470 | 0.01% | 0.01% | 1444 | +1,574 | 12.02% | Q1 2026 | May 15, 2026 |
| Darden Wealth Group Inc | History | Added to | 15,321 | 470 | 0.24% | 0.2% | 1446 | +2 | 0.01% | Q1 2026 | May 08, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 15,326 | 470 | 0.02% | 0.02% | 1445 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Prostatis Group LLC | History | New | 15,298 | 469 | 0.12% | — | 1447 | +15,298 | New | Q1 2026 | May 12, 2026 |
| Robinhood Asset Management, LLC | History | New | 15,253 | 467 | 0.03% | — | 1448 | +15,253 | New | Q1 2026 | Apr 13, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 15,195 | 466 | 0.23% | 0.17% | 1449 | +2,660 | 21.22% | Q1 2026 | Apr 14, 2026 |
| Safe Harbor Fiduciary, LLC | History | Added to | 15,159 | 465 | 0.44% | 0.06% | 1450 | +12,678 | 511.0% | Q1 2026 | May 15, 2026 |
| Forefront Analytics, LLC | History | New | 15,119 | 463 | 0.42% | — | 1452 | +15,119 | New | Q1 2026 | May 13, 2026 |
| Aegis Wealth Management LLC | History | No change | 15,100 | 463 | 0.26% | 0.23% | 1451 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| DKM Wealth Management, Inc. | History | No change | 15,060 | 462 | 0.33% | 0.31% | 1453 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| 1832 Asset Management L.P. | History | No change | 15,036 | 461 | 0.0% | 0.0% | 1454 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 15,010 | 460 | 0.07% | 0.07% | 1456 | -1,522 | -9.21% | Q1 2026 | Apr 16, 2026 |
| Cypress Capital Group | History | No change | 15,000 | 460 | 0.05% | 0.05% | 1455 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | No change | 15,000 | 460 | 0.13% | 0.12% | 1457 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Causey Wealth LLC | History | New | 14,967 | 459 | 0.19% | — | 1458 | +14,967 | New | Q1 2026 | May 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | New | 14,950 | 458 | 0.02% | — | 1461 | +14,950 | New | Q1 2026 | Apr 15, 2026 |
| Blue Trust, Inc. | History | Added to | 14,954 | 458 | 0.01% | 0.0% | 1459 | +4,609 | 44.55% | Q1 2026 | Apr 20, 2026 |
| Sage Investment Counsel LLC | History | Added to | 14,948 | 458 | 0.51% | 0.37% | 1460 | +2,623 | 21.28% | Q1 2026 | Apr 24, 2026 |
| Tenon Financial LLC | History | No change | 14,907 | 457 | 0.18% | 0.17% | 1462 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| DDD Partners, LLC | History | Reduced | 14,805 | 454 | 0.03% | 0.05% | 1463 | -13,032 | -46.82% | Q1 2026 | Apr 28, 2026 |
| Greenspring Advisors, LLC | History | New | 14,758 | 452 | 0.03% | — | 1464 | +14,758 | New | Q1 2026 | May 04, 2026 |
| Leading Edge Financial Planning LLC | History | Reduced | 14,714 | 451 | 0.09% | 0.09% | 1465 | -46 | -0.31% | Q1 2026 | May 12, 2026 |
| Alley Investment Management Company, LLC | History | Reduced | 14,677 | 450 | 0.05% | 0.05% | 1466 | -44 | -0.3% | Q1 2026 | Apr 23, 2026 |
| Second Line Capital, LLC | History | Added to | 13,997 | 448 | 0.08% | 0.08% | 1467 | +196 | 1.42% | Q1 2026 | May 14, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Added to | 14,521 | 445 | 0.02% | 0.02% | 1468 | +2,427 | 20.07% | Q1 2026 | May 07, 2026 |
| Secure Asset Management, LLC | History | Reduced | 14,495 | 444 | 0.07% | 0.07% | 1470 | -1,415 | -8.89% | Q1 2026 | Apr 09, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 14,473 | 444 | 0.05% | 0.04% | 1469 | +623 | 4.5% | Q1 2026 | Apr 13, 2026 |
| Sunflower Bank, N.A. | History | No change | 14,501 | 444 | 0.11% | 0.1% | 1471 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Added to | 14,460 | 443 | 0.08% | 0.05% | 1472 | +3,035 | 26.56% | Q1 2026 | May 13, 2026 |
| Fairfield Financial Advisors, LTD | History | Reduced | 14,439 | 443 | 0.15% | 0.15% | 1475 | -2,647 | -15.49% | Q1 2026 | Apr 27, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 14,458 | 443 | 0.02% | 0.02% | 1473 | -2,640 | -15.44% | Q1 2026 | May 04, 2026 |
| FineMark National Bank & Trust | History | No change | 16,180 | 443 | 0.01% | 0.01% | 1474 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Keystone Financial Group | History | Added to | 14,412 | 442 | 0.03% | 0.03% | 1477 | +1,798 | 14.25% | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 14,432 | 442 | 0.03% | 0.03% | 1476 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ballast, Inc. | History | No change | 14,415 | 442 | 0.1% | 0.09% | 1478 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | New | 14,390 | 441 | 0.06% | — | 1481 | +14,390 | New | Q1 2026 | Apr 16, 2026 |
| Axim Planning & Wealth | History | New | 14,379 | 441 | 0.53% | — | 1482 | +14,379 | New | Q1 2026 | May 14, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Added to | 14,382 | 441 | 0.23% | 0.17% | 1480 | +1,372 | 10.55% | Q1 2026 | May 14, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 16,084 | 441 | 0.02% | 0.02% | 1479 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fortitude Advisory Group L.L.C. | History | New | 14,349 | 440 | 0.2% | — | 1483 | +14,349 | New | Q1 2026 | Apr 28, 2026 |
| Acropolis Investment Management, LLC | History | No change | 14,333 | 439 | 0.02% | 0.02% | 1484 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 16,036 | 439 | 0.02% | 0.02% | 1485 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 16,003 | 438 | 0.15% | 0.15% | 1486 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 14,255 | 437 | 0.09% | 0.07% | 1487 | +2,554 | 21.83% | Q1 2026 | May 05, 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | History | New | 14,185 | 435 | 0.2% | — | 1490 | +14,185 | New | Q1 2026 | May 01, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 14,191 | 435 | 0.13% | 0.13% | 1488 | -900 | -5.96% | Q1 2026 | Apr 06, 2026 |
| AA Financial Advisors, LLC | History | Added to | 14,179 | 435 | 0.06% | 0.07% | 1489 | +44 | 0.31% | Q1 2026 | Apr 20, 2026 |
| Strategic Advisors LLC | History | Added to | 14,171 | 434 | 0.07% | 0.04% | 1491 | +3,926 | 38.32% | Q1 2026 | May 14, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 14,135 | 433 | 0.27% | 0.25% | 1492 | -300 | -2.08% | Q1 2026 | Apr 07, 2026 |
| Topsail Wealth Management, LLC | History | No change | 14,142 | 433 | 0.06% | 0.06% | 1493 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Planning Project LLC | History | No change | 15,775 | 432 | 0.11% | 0.11% | 1494 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Compass Advisory Group LLC | History | Added to | 14,053 | 431 | 0.12% | 0.09% | 1496 | +1,419 | 11.23% | Q1 2026 | Apr 21, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 14,076 | 431 | 0.02% | 0.02% | 1495 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WealthPoint Financial, LLC | History | No change | 15,729 | 431 | 0.37% | 0.37% | 1497 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 13,951 | 428 | 0.17% | 0.13% | 1498 | +2,560 | 22.47% | Q1 2026 | May 01, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 13,941 | 427 | 0.06% | 0.07% | 1499 | -3,384 | -19.53% | Q1 2026 | Apr 24, 2026 |
| Avion Wealth | History | Added to | 13,859 | 425 | 0.09% | 0.0% | 1500 | +13,692 | 8198.8% | Q1 2026 | May 01, 2026 |
| Old North State Wealth Management, LLC | History | Reduced | 13,884 | 425 | 0.2% | 0.18% | 1501 | -35 | -0.25% | Q1 2026 | Apr 17, 2026 |
| Sensible Money, LLC | History | Reduced | 13,821 | 424 | 0.13% | 0.14% | 1503 | -1,964 | -12.44% | Q1 2026 | Apr 21, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 13,821 | 424 | 0.01% | 0.01% | 1502 | -1,179 | -7.86% | Q1 2026 | Apr 21, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 13,797 | 423 | 0.08% | 0.07% | 1504 | +167 | 1.23% | Q1 2026 | May 15, 2026 |
| Cyr Financial Inc. | History | Reduced | 13,763 | 422 | 0.25% | 0.32% | 1506 | -5,085 | -26.98% | Q1 2026 | Apr 24, 2026 |
| ZynergyRetirementPlanningLLC | History | Reduced | 13,779 | 422 | 0.26% | 0.26% | 1507 | -1,520 | -9.94% | Q1 2026 | Apr 17, 2026 |
| Grandview Asset Management LLC | History | Added to | 11,433 | 422 | 0.12% | 0.08% | 1505 | +656 | 6.09% | Q1 2026 | May 07, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | Added to | 13,700 | 420 | 0.09% | 0.06% | 1508 | +3,037 | 28.48% | Q1 2026 | Apr 01, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 13,685 | 419 | 0.0% | 0.0% | 1509 | +4,263 | 45.25% | Q1 2026 | May 15, 2026 |
| Clear Point Advisors Inc. | History | Added to | 13,671 | 419 | 0.32% | 0.26% | 1510 | +1,381 | 11.24% | Q1 2026 | Apr 28, 2026 |
| Redwood Family Wealth LLC | History | Added to | 13,616 | 417 | 0.41% | 0.35% | 1511 | +594 | 4.56% | Q1 2026 | May 13, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 13,546 | 415 | 0.21% | 0.15% | 1513 | +3,861 | 39.87% | Q1 2026 | May 14, 2026 |
| WEALTH EFFECTS LLC | History | No change | 13,556 | 415 | 0.15% | 0.12% | 1512 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Wealth Architects, LLC | History | Added to | 13,436 | 412 | 0.04% | 0.03% | 1514 | +38 | 0.28% | Q1 2026 | May 15, 2026 |
| Generation Capital Management LLC | History | Reduced | 13,411 | 411 | 0.3% | 0.25% | 1516 | -720 | -5.1% | Q1 2026 | May 08, 2026 |
| GODSEY & GIBB, INC | History | Added to | 13,402 | 411 | 0.04% | 0.03% | 1515 | +491 | 3.8% | Q1 2026 | Apr 20, 2026 |
| Winter & Associates, Inc. | History | Reduced | 13,320 | 408 | 0.36% | 0.34% | 1517 | -306 | -2.25% | Q1 2026 | Apr 08, 2026 |
| TrustWell Financial Advisors, LLC | History | New | 13,216 | 405 | 0.38% | — | 1518 | +13,216 | New | Q1 2026 | May 07, 2026 |
| RM Financial Services, LLC | History | No change | 13,190 | 404 | 0.35% | 0.32% | 1519 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Loudon Investment Management, LLC | History | Added to | 13,161 | 403 | 0.22% | 0.19% | 1520 | +50 | 0.38% | Q1 2026 | May 11, 2026 |
| RKL Wealth Management LLC | History | Reduced | 13,114 | 402 | 0.04% | 0.03% | 1521 | -135 | -1.02% | Q1 2026 | Apr 24, 2026 |
| Linscomb Wealth, Inc. | History | New | 13,045 | 400 | 0.02% | — | 1523 | +13,045 | New | Q1 2026 | May 11, 2026 |
| FIRST HORIZON CORP | History | Reduced | 13,041 | 400 | 0.02% | 0.02% | 1522 | -1,363 | -9.46% | Q1 2026 | Apr 30, 2026 |
| NovaPoint Capital, LLC | History | No change | 13,035 | 399 | 0.1% | 0.09% | 1524 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Future Financial Wealth Managment LLC | History | Added to | 13,008 | 398 | 0.26% | 0.25% | 1525 | +286 | 2.25% | Q1 2026 | Apr 16, 2026 |
| Hendershot Investments Inc. | History | Added to | 12,949 | 397 | 0.05% | 0.02% | 1526 | +6,200 | 91.87% | Q1 2026 | Apr 27, 2026 |
| Ridgeline Wealth Planning, LLC | History | Reduced | 12,921 | 396 | 0.29% | 0.25% | 1527 | -102 | -0.78% | Q1 2026 | May 05, 2026 |
| Innova Wealth Partners | History | New | 12,846 | 394 | 0.19% | — | 1529 | +12,846 | New | Q1 2026 | Apr 24, 2026 |
| GGM Financial LLC | History | Added to | 12,866 | 394 | 0.18% | 0.17% | 1528 | +30 | 0.23% | Q1 2026 | May 11, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 12,822 | 393 | 0.16% | 0.13% | 1530 | +1,333 | 11.6% | Q1 2026 | May 05, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | No change | 12,800 | 392 | 0.07% | 0.06% | 1531 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| VISTA FINANCE, LLC | History | New | 12,750 | 391 | 0.31% | — | 1534 | +12,750 | New | Q1 2026 | May 04, 2026 |
| Uptown Financial Advisors LLC | History | Reduced | 12,750 | 391 | 0.31% | 0.26% | 1533 | -600 | -4.49% | Q1 2026 | Apr 13, 2026 |
| Maia Wealth LLC | History | Reduced | 12,775 | 391 | 0.07% | 0.07% | 1532 | -312 | -2.38% | Q1 2026 | May 08, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | Reduced | 12,737 | 390 | 0.19% | 0.17% | 1535 | -193 | -1.49% | Q1 2026 | May 15, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 12,662 | 388 | 0.11% | 0.1% | 1536 | +2 | 0.02% | Q1 2026 | Apr 14, 2026 |
| Shakespeare Wealth Management, LLC | History | Reduced | 12,624 | 387 | 0.09% | 0.08% | 1537 | -303 | -2.34% | Q1 2026 | Apr 30, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 12,643 | 387 | 0.33% | 0.29% | 1538 | +85 | 0.68% | Q1 2026 | Apr 22, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 12,569 | 385 | 0.26% | 0.25% | 1539 | -1,253 | -9.07% | Q1 2026 | May 13, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 12,552 | 385 | 0.21% | 0.2% | 1542 | +1,112 | 9.72% | Q1 2026 | Apr 16, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 12,570 | 385 | 0.04% | 0.04% | 1541 | -728 | -5.47% | Q1 2026 | May 12, 2026 |
| Stone Summit Wealth LLC | History | No change | 12,555 | 385 | 0.11% | 0.09% | 1540 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| True Wealth Design, LLC | History | New | 12,511 | 383 | 0.11% | — | 1543 | +12,511 | New | Q1 2026 | Apr 13, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 12,469 | 382 | 0.12% | 0.11% | 1544 | -7 | -0.06% | Q1 2026 | May 01, 2026 |
| Helium Advisors LLC | History | New | 12,425 | 381 | 0.36% | — | 1545 | +12,425 | New | Q1 2026 | May 05, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | New | 12,411 | 380 | 0.3% | — | 1546 | +12,411 | New | Q1 2026 | May 07, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 12,385 | 379 | 0.04% | 0.03% | 1547 | -94 | -0.75% | Q1 2026 | May 06, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 12,367 | 379 | 0.05% | 0.05% | 1548 | -31 | -0.25% | Q1 2026 | May 13, 2026 |
| Straight Path Wealth Management | History | Added to | 12,353 | 378 | 0.1% | 0.09% | 1550 | +358 | 2.98% | Q1 2026 | Apr 22, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Reduced | 12,353 | 378 | 0.02% | 0.02% | 1549 | -317 | -2.5% | Q1 2026 | May 15, 2026 |
| DV Trading LLC | History | New | 12,300 | 377 | 0.01% | — | 1551 | +12,300 | New | Q1 2026 | May 15, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 12,286 | 376 | 0.05% | 0.07% | 1552 | -7,366 | -37.48% | Q1 2026 | Apr 23, 2026 |
| Covington Investment Advisors Inc. | History | Reduced | 12,182 | 374 | 0.05% | 0.07% | 1554 | -5,450 | -30.91% | Q1 2026 | May 12, 2026 |
| Smith Salley Wealth Management | History | Reduced | 12,201 | 374 | 0.02% | 0.02% | 1553 | -4,305 | -26.08% | Q1 2026 | Apr 16, 2026 |
| FAIRFIELD, BUSH & CO. | History | Added to | 12,159 | 373 | 0.21% | 0.17% | 1555 | +231 | 1.94% | Q1 2026 | May 12, 2026 |
| J2 Capital Management Inc | History | Added to | 12,139 | 372 | 0.26% | 0.24% | 1556 | +25 | 0.21% | Q1 2026 | Apr 21, 2026 |
| Indivisible Partners | History | Added to | 12,145 | 372 | 0.03% | 0.04% | 1557 | +23 | 0.19% | Q1 2026 | Apr 30, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | No change | 12,095 | 371 | 0.38% | 0.35% | 1558 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Horizon Investment Services, LLC | History | Added to | 12,065 | 370 | 0.13% | 0.12% | 1559 | +2 | 0.02% | Q1 2026 | May 15, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 11,970 | 367 | 0.02% | 0.02% | 1560 | +1,477 | 14.08% | Q1 2026 | May 01, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 11,988 | 367 | 0.12% | 0.11% | 1561 | -225 | -1.84% | Q1 2026 | Apr 21, 2026 |
| Pegasus Asset Management, Inc. | History | Added to | 11,906 | 365 | 0.12% | 0.09% | 1563 | +875 | 7.93% | Q1 2026 | Apr 20, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 11,917 | 365 | 0.01% | 0.01% | 1562 | -211 | -1.74% | Q1 2026 | May 13, 2026 |
| ESL Trust Services, LLC | History | Reduced | 11,867 | 364 | 0.07% | 0.34% | 1564 | -52,246 | -81.49% | Q1 2026 | May 07, 2026 |
| Arta Finance Wealth Management LLC | History | Added to | 11,880 | 364 | 0.18% | 0.13% | 1565 | +2,521 | 26.94% | Q1 2026 | Apr 20, 2026 |
| TFB Advisors LLC | History | Added to | 11,833 | 363 | 0.19% | 0.09% | 1566 | +597 | 5.31% | Q1 2026 | Apr 20, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 11,808 | 362 | 0.07% | 0.07% | 1567 | -471 | -3.84% | Q1 2026 | Apr 30, 2026 |
| Tandem Investment Partners LLC | History | Reduced | 11,745 | 360 | 0.31% | 0.28% | 1568 | -282 | -2.34% | Q1 2026 | May 13, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 11,720 | 359 | 0.0% | 0.01% | 1569 | -785 | -6.28% | Q1 2026 | May 01, 2026 |
| J.E. Simmons & Co., P.C. | History | No change | 11,719 | 359 | 0.24% | 0.21% | 1570 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| RMR Wealth Builders | History | Reduced | 11,669 | 358 | 0.03% | 0.03% | 1572 | -544 | -4.45% | Q1 2026 | Apr 22, 2026 |
| VICUS CAPITAL | History | Added to | 11,679 | 358 | 0.03% | 0.02% | 1571 | +421 | 3.74% | Q1 2026 | Apr 22, 2026 |
| SK Wealth Management, LLC | History | Added to | 11,686 | 358 | 0.1% | 0.09% | 1573 | +97 | 0.84% | Q1 2026 | May 06, 2026 |
| HM PAYSON & CO | History | Added to | 11,643 | 357 | 0.01% | 0.0% | 1574 | +4,742 | 68.71% | Q1 2026 | Apr 13, 2026 |
| EagleClaw Capital Managment, LLC | History | Added to | 11,665 | 357 | 0.05% | 0.04% | 1576 | +2,030 | 21.07% | Q1 2026 | May 08, 2026 |
| GoalVest Advisory LLC | History | Reduced | 11,668 | 357 | 0.07% | 0.07% | 1577 | -1,766 | -13.15% | Q1 2026 | Apr 13, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 4,235 | 357 | 0.03% | 0.03% | 1575 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 11,629 | 356 | 0.19% | 0.19% | 1578 | -675 | -5.49% | Q1 2026 | May 13, 2026 |
| Autumn Glory Partners, LLC | History | No change | 11,572 | 355 | 0.13% | 0.11% | 1579 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Main Street Group, LTD | History | Added to | 11,481 | 352 | 0.1% | 0.11% | 1580 | +32 | 0.28% | Q1 2026 | May 06, 2026 |
| FreeGulliver LLC | History | New | 11,466 | 351 | 0.15% | — | 1585 | +11,466 | New | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 11,451 | 351 | 0.01% | — | 1584 | +11,451 | New | Q1 2026 | May 15, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 11,458 | 351 | 0.07% | 0.11% | 1582 | -9,194 | -44.52% | Q1 2026 | Apr 13, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Reduced | 11,477 | 351 | 0.19% | 0.25% | 1583 | -4,285 | -27.19% | Q1 2026 | Apr 08, 2026 |
| UMB Bank, n.a. | History | Added to | 11,464 | 351 | 0.0% | 0.0% | 1581 | +1,859 | 19.35% | Q1 2026 | May 11, 2026 |
| SIMA Wealth Partners, LLC | History | New | 11,413 | 350 | 0.27% | — | 1586 | +11,413 | New | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 11,366 | 348 | 0.02% | 0.01% | 1587 | +2,779 | 32.36% | Q1 2026 | Apr 06, 2026 |
| Pacific Sage Partners, LLC | History | No change | 11,320 | 347 | 0.05% | 0.05% | 1588 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| JB Capital LLC | History | Reduced | 11,281 | 346 | 0.01% | 0.01% | 1589 | -495 | -4.2% | Q1 2026 | Apr 27, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 11,252 | 345 | 0.12% | 0.11% | 1590 | -410 | -3.52% | Q1 2026 | May 12, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 11,210 | 343 | 0.0% | — | 1594 | +11,210 | New | Q1 2026 | May 13, 2026 |
| Global Trust Asset Management, LLC | History | No change | 11,180 | 343 | 0.13% | 0.12% | 1591 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Heirloom Wealth Management | History | No change | 11,181 | 343 | 0.06% | 0.07% | 1592 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Heck Capital Advisors, LLC | History | No change | 11,195 | 343 | 0.03% | 0.02% | 1593 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Financial Advisors Network, Inc. | History | Reduced | 11,154 | 342 | 0.05% | 0.05% | 1595 | -3,180 | -22.19% | Q1 2026 | May 14, 2026 |
| ARS Wealth Advisors Group, LLC | History | New | 11,139 | 341 | 0.03% | — | 1596 | +11,139 | New | Q1 2026 | Apr 15, 2026 |
| GatePass Capital, LLC | History | Reduced | 11,094 | 340 | 0.16% | 0.19% | 1597 | -2,000 | -15.27% | Q1 2026 | May 06, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 11,059 | 339 | 0.24% | 0.2% | 1598 | +11 | 0.1% | Q1 2026 | May 14, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 11,033 | 338 | 0.04% | 0.04% | 1599 | -1,023 | -8.49% | Q1 2026 | May 08, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | New | 10,988 | 337 | 0.24% | — | 1601 | +10,988 | New | Q1 2026 | May 08, 2026 |
| Hamilton Capital, LLC | History | Added to | 11,007 | 337 | 0.02% | 0.01% | 1600 | +768 | 7.5% | Q1 2026 | May 15, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | Reduced | 10,930 | 335 | 0.2% | 0.19% | 1602 | -140 | -1.26% | Q1 2026 | May 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 10,923 | 335 | 0.07% | 0.06% | 1603 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Herold Advisors, Inc. | History | New | 10,897 | 334 | 0.07% | — | 1604 | +10,897 | New | Q1 2026 | May 14, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 10,920 | 333 | 0.07% | 0.07% | 1605 | +826 | 8.18% | Q1 2026 | Apr 08, 2026 |
| Aznar Financial Advisors, LLC | History | No change | 12,174 | 333 | 0.32% | 0.32% | 1606 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Destination Wealth Management | History | Reduced | 10,849 | 332 | 0.01% | 0.01% | 1607 | -16,322 | -60.07% | Q1 2026 | May 15, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 10,837 | 332 | 0.07% | 0.07% | 1608 | +83 | 0.77% | Q1 2026 | May 11, 2026 |
| Roberts Wealth Advisors, LLC | History | New | 10,809 | 331 | 0.08% | — | 1611 | +10,809 | New | Q1 2026 | Apr 07, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | New | 10,794 | 331 | 0.01% | — | 1610 | +10,794 | New | Q1 2026 | May 01, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | No change | 10,800 | 331 | 0.09% | 0.08% | 1609 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| apricus wealth, LLC | History | Added to | 10,769 | 330 | 0.16% | 0.15% | 1612 | +32 | 0.3% | Q1 2026 | Apr 22, 2026 |
| Leeward Financial Partners, LLC | History | No change | 10,741 | 329 | 0.1% | 0.08% | 1613 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Almanack Investment Partners, LLC. | History | New | 10,710 | 328 | 0.06% | — | 1615 | +10,710 | New | Q1 2026 | May 05, 2026 |
| Valley Financial Group, Inc. | History | Reduced | 10,695 | 328 | 0.18% | 0.18% | 1614 | -1,250 | -10.46% | Q1 2026 | May 15, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 10,677 | 327 | 0.03% | 0.03% | 1616 | +539 | 5.32% | Q1 2026 | May 13, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Added to | 10,572 | 324 | 0.26% | 0.24% | 1617 | +54 | 0.51% | Q1 2026 | May 04, 2026 |
| SouthState Bank Corp | History | Reduced | 10,555 | 323 | 0.02% | 0.06% | 1618 | -36,107 | -77.38% | Q1 2026 | May 05, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 10,546 | 323 | 0.01% | — | 1622 | +10,546 | New | Q1 2026 | Apr 16, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 10,557 | 323 | 0.02% | 0.02% | 1620 | -5,844 | -35.63% | Q1 2026 | May 15, 2026 |
| Forum Private Client Group LLC | History | Added to | 10,542 | 323 | 0.11% | 0.08% | 1621 | +2,435 | 30.04% | Q1 2026 | May 13, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 10,545 | 323 | 0.11% | 0.1% | 1619 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 10,500 | 322 | 0.03% | 0.02% | 1623 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 10,488 | 321 | 0.18% | 0.15% | 1624 | +1,036 | 10.96% | Q1 2026 | May 13, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | Reduced | 10,425 | 319 | 0.08% | 0.07% | 1625 | -450 | -4.14% | Q1 2026 | Apr 22, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 10,373 | 318 | 0.18% | 0.15% | 1626 | +470 | 4.75% | Q1 2026 | Apr 13, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 10,340 | 317 | 0.15% | 0.4% | 1628 | -30,735 | -74.83% | Q1 2026 | May 05, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | New | 10,360 | 317 | 0.06% | — | 1629 | +10,360 | New | Q1 2026 | May 08, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 10,362 | 317 | 0.05% | 0.05% | 1627 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Piscataqua Savings Bank | History | New | 10,318 | 316 | 0.22% | — | 1631 | +10,318 | New | Q1 2026 | Apr 10, 2026 |
| Raub Brock Capital Management LP | History | Added to | 10,300 | 316 | 0.08% | 0.06% | 1630 | +86 | 0.84% | Q1 2026 | Apr 15, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 10,235 | 314 | 0.03% | 0.07% | 1632 | -18,100 | -63.88% | Q1 2026 | May 04, 2026 |
| Tiller Private Wealth, Inc. | History | Reduced | 10,220 | 313 | 0.11% | 0.12% | 1633 | -2,000 | -16.37% | Q1 2026 | Apr 22, 2026 |
| Invesco Ltd. | History | New | 10,176 | 312 | 0.0% | — | 1636 | +10,176 | New | Q1 2026 | May 12, 2026 |
| MeadowBrook Investment Advisors LLC | History | Added to | 10,182 | 312 | 0.28% | 0.23% | 1634 | +325 | 3.3% | Q1 2026 | Apr 22, 2026 |
| Davis Wealth Advisors, LLC | History | Added to | 10,202 | 312 | 0.26% | 0.23% | 1635 | +6 | 0.06% | Q1 2026 | May 14, 2026 |
| Legacy Advisory Services, LLC | History | New | 10,158 | 311 | 0.24% | — | 1638 | +10,158 | New | Q1 2026 | May 12, 2026 |
| Centerpoint Advisory Group | History | No change | 10,158 | 311 | 0.23% | 0.21% | 1637 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ENTREWEALTH, LLC | History | New | 10,135 | 310 | 0.14% | — | 1639 | +10,135 | New | Q1 2026 | May 14, 2026 |
| Investmark Advisory Group LLC | History | Added to | 10,072 | 309 | 0.13% | 0.12% | 1641 | +36 | 0.36% | Q1 2026 | May 15, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Reduced | 10,094 | 309 | 0.26% | 0.23% | 1640 | -3 | -0.03% | Q1 2026 | May 15, 2026 |
| Pacific Center for Financial Services | History | Added to | 10,045 | 308 | 0.08% | 0.07% | 1642 | +213 | 2.17% | Q1 2026 | May 12, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Added to | 9,914 | 307 | 0.14% | 0.12% | 1643 | +1 | 0.01% | Q1 2026 | Apr 23, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 10,000 | 306 | 0.02% | 0.01% | 1645 | +2,000 | 25.0% | Q1 2026 | May 14, 2026 |
| River Wealth Advisors LLC | History | Reduced | 9,995 | 306 | 0.04% | 0.03% | 1646 | -1,271 | -11.28% | Q1 2026 | May 13, 2026 |
| Alteri Wealth LLC | History | Added to | 9,989 | 306 | 0.1% | 0.08% | 1647 | +571 | 6.06% | Q1 2026 | May 06, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | Added to | 9,986 | 306 | 0.02% | 0.02% | 1644 | +138 | 1.4% | Q1 2026 | May 08, 2026 |
| Clarendon Private LLC | History | Added to | 9,960 | 305 | 0.23% | 0.23% | 1648 | +83 | 0.84% | Q1 2026 | May 11, 2026 |
| Cascade Wealth Advisors, Inc | History | No change | 9,660 | 305 | 0.13% | 0.13% | 1649 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Veracity Capital LLC | History | Reduced | 9,909 | 304 | 0.11% | 0.1% | 1651 | -2,713 | -21.49% | Q1 2026 | Apr 09, 2026 |
| MBL Wealth, LLC | History | Added to | 9,926 | 304 | 0.02% | 0.02% | 1652 | +1,014 | 11.38% | Q1 2026 | Apr 28, 2026 |
| Heritage Trust Co | History | No change | 9,916 | 304 | 0.03% | 0.03% | 1650 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 9,857 | 302 | 0.0% | 0.0% | 1653 | -6,306 | -39.02% | Q1 2026 | May 15, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 9,799 | 300 | 0.03% | 0.03% | 1654 | +919 | 10.35% | Q1 2026 | Apr 16, 2026 |
| Empire Financial Management Company, LLC | History | Reduced | 9,799 | 300 | 0.07% | 0.06% | 1656 | -75 | -0.76% | Q1 2026 | May 15, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 9,785 | 300 | 0.14% | 0.13% | 1655 | -67 | -0.68% | Q1 2026 | May 01, 2026 |
| McIlrath & Eck, LLC | History | Added to | 9,762 | 299 | 0.02% | 0.02% | 1658 | +1,528 | 18.56% | Q1 2026 | May 19, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 9,760 | 299 | 0.06% | 0.06% | 1657 | +105 | 1.09% | Q1 2026 | Apr 16, 2026 |
| Burford Brothers, Inc. | History | New | 9,693 | 297 | 0.12% | — | 1660 | +9,693 | New | Q1 2026 | Apr 27, 2026 |
| Western Reserve Capital Management, LLC | History | No change | 9,696 | 297 | 0.24% | 0.25% | 1659 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| LOM Asset Management Ltd | History | Added to | 9,680 | 296 | 0.09% | 0.07% | 1662 | +1,210 | 14.29% | Q1 2026 | May 05, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 9,281 | 296 | 0.05% | 0.04% | 1661 | +808 | 9.54% | Q1 2026 | May 08, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 9,642 | 295 | 0.04% | 0.03% | 1663 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 9,585 | 294 | 0.09% | 0.08% | 1664 | +354 | 3.83% | Q1 2026 | May 05, 2026 |
| Hardin Capital Partners, LLC | History | New | 9,551 | 293 | 0.14% | — | 1665 | +9,551 | New | Q1 2026 | Apr 08, 2026 |
| Rossby Financial, LCC | History | Added to | 9,602 | 292 | 0.06% | 0.04% | 1666 | +5,153 | 115.82% | Q1 2026 | May 11, 2026 |
| Oakworth Capital, Inc. | History | No change | 9,482 | 290 | 0.02% | 0.01% | 1667 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ATLas Financial Planning LLC | History | Reduced | 9,439 | 289 | 0.26% | 0.41% | 1668 | -5,867 | -38.33% | Q1 2026 | Apr 27, 2026 |
| Invst, LLC | History | Reduced | 9,369 | 287 | 0.03% | 0.07% | 1669 | -15,439 | -62.23% | Q1 2026 | May 13, 2026 |
| Thrive Capital Management, LLC | History | Added to | 9,349 | 286 | 0.06% | 0.06% | 1670 | +306 | 3.38% | Q1 2026 | Apr 27, 2026 |
| Nautilus Advisors LLC | History | Added to | 9,352 | 286 | 0.2% | 0.17% | 1671 | +44 | 0.47% | Q1 2026 | Apr 17, 2026 |
| Garton & Associates Financial Advisors LLC | History | Reduced | 9,303 | 285 | 0.23% | 0.2% | 1672 | -3,826 | -29.14% | Q1 2026 | May 11, 2026 |
| Boomfish Wealth Group, LLC | History | New | 9,273 | 284 | 0.15% | — | 1673 | +9,273 | New | Q1 2026 | Apr 22, 2026 |
| Bulwark Capital Corp | History | Reduced | 9,229 | 283 | 0.17% | 0.22% | 1675 | -2,044 | -18.13% | Q1 2026 | Apr 07, 2026 |
| Innovative Wealth Building LLC | History | Added to | 9,235 | 283 | 0.2% | 0.17% | 1674 | +612 | 7.1% | Q1 2026 | May 01, 2026 |
| SMART Wealth LLC | History | New | 9,150 | 280 | 0.08% | — | 1680 | +9,150 | New | Q1 2026 | Apr 23, 2026 |
| Optivise Advisory Services LLC | History | New | 9,148 | 280 | 0.17% | — | 1679 | +9,148 | New | Q1 2026 | Apr 15, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 9,151 | 280 | 0.17% | 0.21% | 1678 | -3,247 | -26.19% | Q1 2026 | Apr 21, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 9,135 | 280 | 0.07% | 0.06% | 1676 | +400 | 4.58% | Q1 2026 | Apr 17, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 9,149 | 280 | 0.01% | 0.01% | 1677 | -300 | -3.17% | Q1 2026 | Apr 13, 2026 |
| Claro Advisors Inc. | History | Reduced | 9,115 | 279 | 0.03% | 0.06% | 1681 | -6,969 | -43.33% | Q1 2026 | Apr 21, 2026 |
| Procyon Advisors, LLC | History | Reduced | 9,109 | 279 | 0.01% | 0.01% | 1683 | -1,479 | -13.97% | Q1 2026 | May 04, 2026 |
| Hamrick Investment Counsel, llc | History | Added to | 9,095 | 279 | 0.15% | 0.18% | 1685 | +202 | 2.27% | Q1 2026 | May 11, 2026 |
| Provident Wealth Management, LLC | History | Added to | 9,101 | 279 | 0.08% | 0.07% | 1682 | +194 | 2.18% | Q1 2026 | Apr 17, 2026 |
| MidFirst Bank | History | Reduced | 9,116 | 279 | 0.02% | 0.02% | 1684 | -23 | -0.25% | Q1 2026 | May 15, 2026 |
| ARGUS INVESTORS' COUNSEL, INC. | History | Reduced | 9,077 | 278 | 0.25% | 0.31% | 1686 | -5,050 | -35.75% | Q1 2026 | Apr 28, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 9,075 | 278 | 0.06% | 0.06% | 1688 | -2,211 | -19.59% | Q1 2026 | Apr 15, 2026 |
| Klingman & Associates, LLC | History | Added to | 9,074 | 278 | 0.01% | 0.01% | 1687 | +72 | 0.8% | Q1 2026 | May 14, 2026 |
| Worth Financial Advisory Group, LLC | History | Reduced | 487 | 277 | 0.12% | 1.62% | 1690 | -121,427 | -99.6% | Q1 2026 | May 04, 2026 |
| Crestwood Advisors Group, LLC | History | New | 9,033 | 277 | 0.0% | — | 1691 | +9,033 | New | Q1 2026 | May 05, 2026 |
| Seelaus Asset Management LLC | History | Reduced | 9,052 | 277 | 0.2% | 0.24% | 1689 | -1,952 | -17.74% | Q1 2026 | Apr 29, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 9,028 | 276 | 0.01% | 0.02% | 1694 | -19,197 | -68.01% | Q1 2026 | Apr 27, 2026 |
| Hunter Perkins Capital Management, LLC | History | New | 8,985 | 276 | 0.06% | — | 1696 | +8,985 | New | Q1 2026 | May 12, 2026 |
| Harfst & Associates, Inc. | History | Added to | 9,027 | 276 | 0.05% | 0.04% | 1692 | +398 | 4.61% | Q1 2026 | May 12, 2026 |
| Well Done, LLC | History | No change | 9,000 | 276 | 0.04% | 0.04% | 1693 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| PUREfi Wealth, LLC | History | No change | 9,000 | 276 | 0.18% | 0.19% | 1695 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | New | 8,990 | 275 | 0.04% | — | 1697 | +8,990 | New | Q1 2026 | Apr 28, 2026 |
| BDFS Capital LLC | History | Reduced | 8,961 | 274 | 0.13% | 0.13% | 1698 | -298 | -3.22% | Q1 2026 | Apr 15, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 8,902 | 273 | 0.02% | 0.02% | 1699 | -600 | -6.31% | Q1 2026 | Apr 27, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 8,896 | 272 | 0.05% | 0.05% | 1701 | +168 | 1.92% | Q1 2026 | May 05, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 8,888 | 272 | 0.01% | 0.01% | 1700 | -109 | -1.21% | Q1 2026 | Apr 27, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 8,883 | 272 | 0.05% | 0.05% | 1702 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TCFG Investment Advisors, LLC | History | New | 8,853 | 271 | 0.1% | — | 1707 | +8,853 | New | Q1 2026 | May 05, 2026 |
| Kaizen Financial Strategies | History | New | 8,799 | 271 | 0.11% | — | 1706 | +8,799 | New | Q1 2026 | May 01, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 8,853 | 271 | 0.1% | 0.09% | 1704 | +102 | 1.17% | Q1 2026 | Apr 23, 2026 |
| HCR Wealth Advisors | History | Added to | 8,844 | 271 | 0.03% | 0.02% | 1705 | +32 | 0.36% | Q1 2026 | Apr 21, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 8,835 | 271 | 0.07% | 0.06% | 1703 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Lansing Street Advisors | History | Reduced | 8,801 | 270 | 0.07% | 0.07% | 1709 | -1,677 | -16.0% | Q1 2026 | Apr 28, 2026 |
| Daviman Financial, LLC | History | Reduced | 8,832 | 270 | 0.16% | 0.16% | 1710 | -943 | -9.65% | Q1 2026 | Apr 23, 2026 |
| Legacy Financial Group LLC | History | No change | 8,808 | 270 | 0.03% | 0.03% | 1708 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Plan Group Financial, LLC | History | New | 8,794 | 269 | 0.06% | — | 1712 | +8,794 | New | Q1 2026 | Apr 13, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 8,762 | 269 | 0.01% | 0.02% | 1711 | -1,520 | -14.78% | Q1 2026 | Apr 21, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 8,754 | 268 | 0.0% | — | 1714 | +8,754 | New | Q1 2026 | Apr 27, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 8,750 | 268 | 0.04% | 0.04% | 1713 | +70 | 0.81% | Q1 2026 | May 06, 2026 |
| Landing Point Financial Group, LLC | History | New | 8,721 | 267 | 0.13% | — | 1716 | +8,721 | New | Q1 2026 | May 05, 2026 |
| IFC & Insurance Marketing, Inc. | History | Added to | 8,732 | 267 | 0.28% | 0.19% | 1715 | +1,840 | 26.7% | Q1 2026 | Apr 16, 2026 |
| Sankala Group LLC | History | Added to | 8,687 | 266 | 0.22% | 0.2% | 1721 | +700 | 8.76% | Q1 2026 | Mar 31, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 8,671 | 266 | 0.05% | 0.02% | 1718 | -310 | -3.45% | Q1 2026 | Apr 21, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Reduced | 8,673 | 266 | 0.06% | 0.05% | 1717 | -157 | -1.78% | Q1 2026 | May 13, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 8,700 | 266 | 0.22% | 0.19% | 1719 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Emprise Bank | History | No change | 8,680 | 266 | 0.11% | 0.1% | 1720 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Cannon Advisors, Inc. | History | New | 8,623 | 264 | 0.2% | — | 1722 | +8,623 | New | Q1 2026 | Apr 24, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 8,595 | 263 | 0.03% | 0.03% | 1723 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Proficio Capital Partners LLC | History | No change | 8,577 | 263 | 0.01% | 0.02% | 1724 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Reduced | 8,546 | 262 | 0.12% | 0.13% | 1725 | -2,000 | -18.96% | Q1 2026 | Apr 28, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 8,535 | 261 | 0.08% | 0.06% | 1726 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Lewis Asset Management, LLC | History | Added to | 8,505 | 260 | 0.11% | 0.09% | 1730 | +428 | 5.3% | Q1 2026 | Apr 21, 2026 |
| Archer Investment Corp | History | Reduced | 8,497 | 260 | 0.06% | 0.05% | 1729 | -37 | -0.43% | Q1 2026 | May 04, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 9,498 | 260 | 0.02% | 0.02% | 1727 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 8,500 | 260 | 0.01% | 0.01% | 1728 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Smart Money Group LLC | History | Added to | 8,445 | 259 | 0.08% | 0.07% | 1731 | +73 | 0.87% | Q1 2026 | May 05, 2026 |
| Crews Bank & Trust | History | No change | 8,460 | 259 | 0.04% | 0.03% | 1732 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| North Capital, Inc. | History | Reduced | 8,436 | 258 | 0.22% | 0.57% | 1733 | -15,678 | -65.02% | Q1 2026 | Apr 30, 2026 |
| JAG CAPITAL MANAGEMENT, LLC | History | New | 8,435 | 258 | 0.03% | — | 1734 | +8,435 | New | Q1 2026 | May 06, 2026 |
| Ballast Financial Advisors LLC | History | Added to | 8,391 | 257 | 0.26% | 0.23% | 1735 | +232 | 2.84% | Q1 2026 | May 13, 2026 |
| Cynosure Group, LLC | History | Reduced | 8,355 | 256 | 0.03% | 0.07% | 1737 | -16,371 | -66.21% | Q1 2026 | May 13, 2026 |
| Clark Asset Management, LLC | History | New | 8,352 | 256 | 0.02% | — | 1739 | +8,352 | New | Q1 2026 | Apr 16, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Reduced | 8,369 | 256 | 0.03% | 0.03% | 1738 | -355 | -4.07% | Q1 2026 | Apr 27, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 8,364 | 256 | 0.04% | 0.04% | 1736 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Saxony Capital Management, LLC | History | New | 8,339 | 255 | 0.15% | — | 1742 | +8,339 | New | Q1 2026 | Apr 24, 2026 |
| TBH Global Asset Management, LLC | History | New | 8,336 | 255 | 0.05% | — | 1743 | +8,336 | New | Q1 2026 | Apr 22, 2026 |
| DB&C Advisors, LLC | History | New | 8,325 | 255 | 0.33% | — | 1744 | +8,325 | New | Q1 2026 | Apr 24, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | No change | 8,318 | 255 | 0.01% | 0.01% | 1740 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 8,317 | 255 | 0.02% | 0.02% | 1741 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 8,297 | 254 | 0.03% | 0.03% | 1747 | +679 | 8.91% | Q1 2026 | Apr 13, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 8,267 | 254 | 0.03% | 0.03% | 1745 | +476 | 6.11% | Q1 2026 | Apr 16, 2026 |
| WoodTrust Financial Corp | History | No change | 8,294 | 254 | 0.03% | 0.03% | 1746 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Carter Financial, LLC | History | New | 8,251 | 253 | 0.22% | — | 1749 | +8,251 | New | Q1 2026 | May 13, 2026 |
| Finer Wealth Management, Inc. | History | Added to | 8,277 | 253 | 0.13% | 0.11% | 1748 | +232 | 2.88% | Q1 2026 | May 12, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Reduced | 8,220 | 252 | 0.07% | 0.08% | 1750 | -750 | -8.36% | Q1 2026 | May 07, 2026 |
| WHITTIER TRUST CO | History | Added to | 8,182 | 250 | 0.0% | 0.0% | 1751 | +286 | 3.62% | Q1 2026 | Apr 28, 2026 |
| YANKCOM Partnership | History | Reduced | 8,130 | 249 | 0.1% | 0.14% | 1754 | -3,923 | -32.55% | Q1 2026 | Apr 20, 2026 |
| XXI WEALTH, LLC | History | Reduced | 8,137 | 249 | 0.14% | 0.14% | 1755 | -262 | -3.12% | Q1 2026 | May 07, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Added to | 8,124 | 249 | 0.03% | 0.03% | 1752 | +141 | 1.77% | Q1 2026 | Apr 13, 2026 |
| Triangle Securities Wealth Management | History | Added to | 8,148 | 249 | 0.06% | 0.05% | 1753 | +55 | 0.68% | Q1 2026 | Apr 20, 2026 |
| Copley Financial Group, Inc. | History | Reduced | 8,097 | 248 | 0.15% | 0.15% | 1757 | -511 | -5.94% | Q1 2026 | May 15, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 8,100 | 248 | 0.05% | 0.04% | 1756 | +10 | 0.12% | Q1 2026 | Apr 23, 2026 |
| Stonebridge Financial Group, LLC | History | New | 8,055 | 247 | 0.02% | — | 1760 | +8,055 | New | Q1 2026 | Apr 08, 2026 |
| Broadleaf Partners, LLC | History | Reduced | 8,056 | 247 | 0.06% | 0.06% | 1758 | -1,480 | -15.52% | Q1 2026 | May 14, 2026 |
| HMV Wealth Advisors, LLC | History | Reduced | 8,077 | 247 | 0.12% | 0.12% | 1759 | -600 | -6.91% | Q1 2026 | Apr 14, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 8,063 | 246 | 0.02% | 0.02% | 1761 | -943 | -10.47% | Q1 2026 | Apr 29, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | New | 7,992 | 245 | 0.04% | — | 1763 | +7,992 | New | Q1 2026 | May 04, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 8,014 | 245 | 0.11% | 0.1% | 1762 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Elm Partners Management LLC | History | New | 8,008 | 244 | 0.01% | — | 1765 | +8,008 | New | Q1 2026 | May 13, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 7,963 | 244 | 0.05% | 0.05% | 1764 | +66 | 0.84% | Q1 2026 | Apr 24, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | No change | 7,937 | 243 | 0.16% | 0.14% | 1766 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CAPE ANN SAVINGS BANK | History | New | 7,910 | 242 | 0.12% | — | 1771 | +7,910 | New | Q1 2026 | Apr 27, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | New | 7,905 | 242 | 0.01% | — | 1772 | +7,905 | New | Q1 2026 | May 14, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | New | 7,899 | 242 | 0.11% | — | 1773 | +7,899 | New | Q1 2026 | May 14, 2026 |
| Osprey Private Wealth LLC | History | New | 7,893 | 242 | 0.07% | — | 1774 | +7,893 | New | Q1 2026 | May 01, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 7,910 | 242 | 0.0% | 0.0% | 1768 | -4,740 | -37.47% | Q1 2026 | May 08, 2026 |
| WealthCollab, LLC | History | Reduced | 7,905 | 242 | 0.1% | 0.09% | 1770 | -252 | -3.09% | Q1 2026 | May 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 8,825 | 242 | 0.01% | 0.01% | 1767 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 7,890 | 242 | 0.06% | 0.05% | 1769 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| KWMG, LLC | History | New | 7,871 | 241 | 0.02% | — | 1776 | +7,871 | New | Q1 2026 | Apr 09, 2026 |
| GRANVILLE CAPITAL, INC. | History | No change | 7,881 | 241 | 0.13% | 0.11% | 1775 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Harbor Group, Inc. | History | Added to | 7,854 | 240 | 0.03% | 0.03% | 1777 | +6 | 0.08% | Q1 2026 | Apr 10, 2026 |
| Portland Financial Advisors Inc | History | New | 7,810 | 239 | 0.5% | — | 1783 | +7,810 | New | Q1 2026 | Apr 27, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | Reduced | 7,823 | 239 | 0.14% | 0.13% | 1782 | -785 | -9.12% | Q1 2026 | Apr 16, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Reduced | 7,797 | 239 | 0.07% | 0.07% | 1780 | -676 | -7.98% | Q1 2026 | Apr 17, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Added to | 7,817 | 239 | 0.08% | 0.07% | 1781 | +275 | 3.65% | Q1 2026 | Apr 23, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 7,807 | 239 | 0.07% | 0.06% | 1778 | +15 | 0.19% | Q1 2026 | May 11, 2026 |
| Peak Financial Management, Inc. | History | No change | 7,802 | 239 | 0.06% | 0.06% | 1779 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Pacific Point Advisors, LLC | History | New | 7,770 | 238 | 0.13% | — | 1784 | +7,770 | New | Q1 2026 | May 04, 2026 |
| Glassman Wealth Services | History | Added to | 7,742 | 237 | 0.03% | 0.01% | 1785 | +5,329 | 220.85% | Q1 2026 | May 04, 2026 |
| GUERRA PAN ADVISORS, LLC | History | New | 7,707 | 236 | 0.15% | — | 1786 | +7,707 | New | Q1 2026 | May 12, 2026 |
| Wealth Management Associates, Inc. | History | New | 7,643 | 234 | 0.08% | — | 1787 | +7,643 | New | Q1 2026 | May 13, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Reduced | 7,626 | 233 | 0.07% | 0.07% | 1788 | -924 | -10.81% | Q1 2026 | May 07, 2026 |
| Palisades Hudson Asset Management, L.P. | History | No change | 7,599 | 233 | 0.09% | 0.08% | 1789 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Synergy Financial Group, LTD | History | No change | 7,604 | 233 | 0.18% | 0.15% | 1790 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Falcon Wealth Planning | History | New | 7,573 | 232 | 0.02% | — | 1792 | +7,573 | New | Q1 2026 | Apr 20, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 7,570 | 232 | 0.09% | 0.08% | 1791 | +203 | 2.76% | Q1 2026 | Apr 09, 2026 |
| Gouws Capital LLC | History | New | 7,534 | 231 | 0.12% | — | 1793 | +7,534 | New | Q1 2026 | May 12, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 7,513 | 230 | 0.21% | 0.29% | 1796 | +442 | 6.25% | Q1 2026 | May 11, 2026 |
| Aberdeen Wealth Management LLC | History | Reduced | 7,500 | 230 | 0.1% | 0.1% | 1795 | -116 | -1.52% | Q1 2026 | May 15, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Added to | 7,502 | 230 | 0.13% | 0.11% | 1794 | +4 | 0.05% | Q1 2026 | Apr 14, 2026 |
| Approach Retirement Advisors, LLC | History | No change | 7,500 | 230 | 0.19% | 0.18% | 1797 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Canopy Partners, LLC | History | Added to | 7,471 | 229 | 0.08% | 0.07% | 1798 | +9 | 0.12% | Q1 2026 | May 11, 2026 |
| NORDEN GROUP LLC | History | Added to | 7,459 | 228 | 0.02% | 0.02% | 1800 | +25 | 0.34% | Q1 2026 | Apr 15, 2026 |
| GEM Asset Management, LLC | History | No change | 7,435 | 228 | 0.1% | 0.09% | 1799 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Flavin Financial Services, Inc. | History | Added to | 7,407 | 227 | 0.15% | 0.14% | 1801 | +62 | 0.84% | Q1 2026 | May 07, 2026 |
| Alternative Investment Advisors, LLC. | History | New | 7,391 | 226 | 0.1% | — | 1804 | +7,391 | New | Q1 2026 | May 15, 2026 |
| Trilogy Capital Inc. | History | New | 7,387 | 226 | 0.01% | — | 1803 | +7,387 | New | Q1 2026 | Apr 21, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 7,369 | 226 | 0.01% | 0.01% | 1802 | -462 | -5.9% | Q1 2026 | Apr 16, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 7,360 | 225 | 0.0% | 0.01% | 1805 | -722,730 | -98.99% | Q1 2026 | May 15, 2026 |
| Accelerate Investment Advisors LLC | History | New | 7,343 | 225 | 0.15% | — | 1806 | +7,343 | New | Q1 2026 | Apr 13, 2026 |
| Seneschal Advisors, LLC | History | New | 7,272 | 223 | 0.17% | — | 1808 | +7,272 | New | Q1 2026 | May 08, 2026 |
| First Financial Bank - Trust Division | History | Reduced | 7,278 | 223 | 0.02% | 0.02% | 1807 | -350 | -4.59% | Q1 2026 | Apr 01, 2026 |
| MKD WEALTH COACHES, LLC | History | New | 7,261 | 222 | 0.22% | — | 1810 | +7,261 | New | Q1 2026 | Apr 13, 2026 |
| Tyche Wealth Partners LLC | History | New | 7,256 | 222 | 0.03% | — | 1812 | +7,256 | New | Q1 2026 | May 06, 2026 |
| Summit Global Investments | History | New | 7,228 | 222 | 0.01% | — | 1811 | +7,228 | New | Q1 2026 | May 07, 2026 |
| PEOPLES BANK /OH | History | Reduced | 7,255 | 222 | 0.14% | 0.12% | 1809 | -46 | -0.63% | Q1 2026 | Apr 24, 2026 |
| Sandbox Financial Partners, LLC | History | New | 7,225 | 221 | 0.06% | — | 1813 | +7,225 | New | Q1 2026 | Apr 08, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 7,191 | 220 | 0.15% | 0.14% | 1814 | -246 | -3.31% | Q1 2026 | Apr 30, 2026 |
| Gibson Capital, LLC | History | New | 7,143 | 219 | 0.04% | — | 1818 | +7,143 | New | Q1 2026 | Apr 17, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 7,142 | 219 | 0.03% | 0.03% | 1816 | -2,218 | -23.7% | Q1 2026 | May 07, 2026 |
| United Community Bank | History | Added to | 7,141 | 219 | 0.07% | 0.06% | 1817 | +1,478 | 26.1% | Q1 2026 | Apr 24, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 7,175 | 219 | 0.03% | 0.03% | 1815 | -196 | -2.66% | Q1 2026 | May 04, 2026 |
| Relyea Zuckerberg Hanson LLC | History | New | 7,130 | 218 | 0.02% | — | 1821 | +7,130 | New | Q1 2026 | Apr 30, 2026 |
| Insight Wealth Strategies, LLC | History | New | 7,118 | 218 | 0.02% | — | 1820 | +7,118 | New | Q1 2026 | Apr 10, 2026 |
| DEARBORN PARTNERS LLC | History | New | 7,108 | 218 | 0.01% | — | 1819 | +7,108 | New | Q1 2026 | May 12, 2026 |
| Heritage Financial Services, LLC | History | No change | 7,938 | 217 | 0.02% | 0.02% | 1822 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Ellevest, Inc. | History | New | 7,065 | 216 | 0.03% | — | 1823 | +7,065 | New | Q1 2026 | May 11, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 7,039 | 215 | 0.0% | 0.0% | 1824 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ascension Capital Advisors, Inc. | History | New | 6,990 | 214 | 0.07% | — | 1826 | +6,990 | New | Q1 2026 | May 13, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | New | 6,978 | 214 | 0.07% | — | 1825 | +6,978 | New | Q1 2026 | Apr 21, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | New | 6,975 | 213 | 0.03% | — | 1829 | +6,975 | New | Q1 2026 | Apr 20, 2026 |
| Bull Oak Capital, LLC | History | New | 6,964 | 213 | 0.08% | — | 1833 | +6,964 | New | Q1 2026 | May 11, 2026 |
| Westhampton Capital, LLC | History | New | 6,960 | 213 | 0.1% | — | 1831 | +6,960 | New | Q1 2026 | Apr 16, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | New | 6,950 | 213 | 0.08% | — | 1830 | +6,950 | New | Q1 2026 | May 08, 2026 |
| Keebeck Wealth Management | History | New | 6,946 | 213 | 0.02% | — | 1832 | +6,946 | New | Q1 2026 | May 14, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 6,951 | 213 | 0.0% | 0.0% | 1827 | -1,880 | -21.29% | Q1 2026 | May 14, 2026 |
| Activest Wealth Management | History | No change | 6,974 | 213 | 0.04% | 0.04% | 1828 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TrustBank | History | New | 6,900 | 211 | 0.08% | — | 1836 | +6,900 | New | Q1 2026 | May 04, 2026 |
| National Wealth Management Group, LLC | History | New | 6,895 | 211 | 0.08% | — | 1835 | +6,895 | New | Q1 2026 | May 11, 2026 |
| Members Trust Co | History | New | 6,891 | 211 | 0.01% | — | 1834 | +6,891 | New | Q1 2026 | May 04, 2026 |
| FSA Investment Group, LLC | History | Reduced | 6,858 | 210 | 0.08% | 0.24% | 1838 | -7,706 | -52.91% | Q1 2026 | Apr 21, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Reduced | 6,618 | 210 | 0.2% | 0.26% | 1837 | -157 | -2.32% | Q1 2026 | May 15, 2026 |
| Holistic Financial Partners | History | New | 6,817 | 209 | 0.08% | — | 1840 | +6,817 | New | Q1 2026 | May 05, 2026 |
| Nilsine Partners, LLC | History | New | 6,745 | 209 | 0.02% | — | 1841 | +6,745 | New | Q1 2026 | Apr 29, 2026 |
| Busey Bank | History | Reduced | 6,837 | 209 | 0.01% | 0.01% | 1839 | -2,715 | -28.42% | Q1 2026 | Apr 28, 2026 |
| Pine Harbor Wealth Management, LLC | History | New | 6,806 | 208 | 0.06% | — | 1845 | +6,806 | New | Q1 2026 | Apr 28, 2026 |
| PMG Family Office LLC | History | New | 6,801 | 208 | 0.23% | — | 1846 | +6,801 | New | Q1 2026 | Apr 17, 2026 |
| Tortoise Investment Management, LLC | History | New | 6,795 | 208 | 0.02% | — | 1843 | +6,795 | New | Q1 2026 | May 05, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | New | 6,795 | 208 | 0.04% | — | 1844 | +6,795 | New | Q1 2026 | May 08, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | New | 6,794 | 208 | 0.01% | — | 1842 | +6,794 | New | Q1 2026 | Apr 22, 2026 |
| Welch Group, LLC | History | New | 6,724 | 206 | 0.01% | — | 1849 | +6,724 | New | Q1 2026 | Apr 21, 2026 |
| Carson Advisory Inc. | History | New | 6,717 | 206 | 0.11% | — | 1850 | +6,717 | New | Q1 2026 | May 07, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | New | 6,715 | 206 | 0.02% | — | 1848 | +6,715 | New | Q1 2026 | Apr 28, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 6,742 | 206 | 0.09% | 0.13% | 1847 | -4,072 | -37.65% | Q1 2026 | Apr 15, 2026 |
| Zinnia Wealth Advisory, LLC | History | New | 6,710 | 205 | 0.23% | — | 1854 | +6,710 | New | Q1 2026 | May 08, 2026 |
| New Hampshire Trust | History | New | 6,705 | 205 | 0.04% | — | 1853 | +6,705 | New | Q1 2026 | Apr 20, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | New | 6,696 | 205 | 0.01% | — | 1852 | +6,696 | New | Q1 2026 | Apr 21, 2026 |
| Briggs Wealth Management, Inc | History | Reduced | 6,708 | 205 | 0.22% | 0.28% | 1851 | -2,982 | -30.77% | Q1 2026 | May 15, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Reduced | 6,653 | 204 | 0.11% | 0.6% | 1856 | -35,585 | -84.25% | Q1 2026 | May 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 6,669 | 204 | 0.01% | 0.01% | 1855 | +490 | 7.93% | Q1 2026 | Apr 13, 2026 |
| Mainstream Capital Management LLC | History | New | 6,649 | 203 | 0.14% | — | 1859 | +6,649 | New | Q1 2026 | Apr 17, 2026 |
| Cannon Wealth Management Services, LLC | History | New | 6,649 | 203 | 0.14% | — | 1860 | +6,649 | New | Q1 2026 | May 05, 2026 |
| Alpine Bank Wealth Management | History | New | 6,636 | 203 | 0.03% | — | 1858 | +6,636 | New | Q1 2026 | Apr 21, 2026 |
| Performance Wealth Partners, LLC | History | New | 6,617 | 203 | 0.01% | — | 1857 | +6,617 | New | Q1 2026 | Apr 10, 2026 |
| BRAUN STACEY ASSOCIATES INC | History | New | 6,606 | 202 | 0.01% | — | 1861 | +6,606 | New | Q1 2026 | Apr 22, 2026 |
| Claris Financial LLC | History | New | 6,606 | 202 | 0.11% | — | 1863 | +6,606 | New | Q1 2026 | May 18, 2026 |
| Venturi Wealth Management, LLC | History | New | 6,599 | 202 | 0.01% | — | 1862 | +6,599 | New | Q1 2026 | Apr 21, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | New | 6,575 | 201 | 0.01% | — | 1864 | +6,575 | New | Q1 2026 | Apr 16, 2026 |
| Hobbs Group Advisors, LLC | History | New | 6,553 | 201 | 0.06% | — | 1865 | +6,553 | New | Q1 2026 | May 20, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | New | 6,521 | 200 | 0.02% | — | 1866 | +6,521 | New | Q1 2026 | Apr 22, 2026 |
| IMG Wealth Management, Inc. | History | New | 6,491 | 199 | 0.13% | — | 1867 | +6,491 | New | Q1 2026 | May 15, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 6,976 | 191 | 0.01% | 0.01% | 1868 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 6,051 | 185 | 0.01% | 0.01% | 1869 | +90 | 1.51% | Q1 2026 | Apr 20, 2026 |
| Dunhill Financial, LLC | History | Reduced | 5,967 | 183 | 0.04% | 0.05% | 1870 | -879 | -12.84% | Q1 2026 | May 06, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 6,581 | 180 | 0.06% | 0.06% | 1871 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 5,860 | 179 | 0.0% | 0.0% | 1872 | -1,121 | -16.06% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Reduced | 5,788 | 178 | 0.01% | 0.01% | 1873 | -3,420 | -37.14% | Q1 2026 | Apr 06, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 5,727 | 175 | 0.07% | 0.05% | 1874 | +412 | 7.75% | Q1 2026 | Apr 14, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 5,645 | 173 | 0.05% | 0.09% | 1877 | -4,887 | -46.4% | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 5,645 | 173 | 0.05% | 0.04% | 1875 | +1,677 | 42.26% | Q1 2026 | May 13, 2026 |
| West Financial Advisors, LLC | History | No change | 5,651 | 173 | 0.03% | 0.03% | 1876 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Accordant Advisory Group Inc | History | Reduced | 5,350 | 164 | 0.1% | 0.13% | 1878 | -1,655 | -23.63% | Q1 2026 | May 11, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 5,336 | 163 | 0.26% | — | 1879 | +5,336 | New | Q1 2026 | May 04, 2026 |
| Stone House Investment Management, LLC | History | Added to | 5,309 | 162 | 0.03% | 0.01% | 1880 | +2,789 | 110.67% | Q1 2026 | Apr 22, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 5,160 | 158 | 0.01% | 0.04% | 1882 | -13,005 | -71.59% | Q1 2026 | May 15, 2026 |
| Rice Partnership, LLC | History | No change | 5,160 | 158 | 0.02% | 0.02% | 1881 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CDKV HOLDINGS LLC | History | No change | 5,100 | 156 | 0.14% | 0.12% | 1883 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 4,901 | 150 | 0.09% | — | 1884 | +4,901 | New | Q1 2026 | May 12, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 4,873 | 149 | 0.07% | — | 1885 | +4,873 | New | Q1 2026 | May 14, 2026 |
| Westfuller Advisors, LLC | History | Added to | 4,839 | 148 | 0.06% | 0.05% | 1886 | +40 | 0.83% | Q1 2026 | Apr 28, 2026 |
| Indiana Trust & Investment Management Co | History | Added to | 4,823 | 147 | 0.05% | 0.03% | 1887 | +1,007 | 26.39% | Q1 2026 | Apr 28, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 4,743 | 145 | 0.03% | 0.03% | 1888 | +35 | 0.74% | Q1 2026 | Apr 14, 2026 |
| First Pacific Financial | History | Added to | 4,681 | 143 | 0.02% | 0.02% | 1889 | +383 | 8.91% | Q1 2026 | Apr 23, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 4,434 | 136 | 0.03% | 0.04% | 1891 | -1,424 | -24.31% | Q1 2026 | May 06, 2026 |
| Cheviot Value Management, LLC | History | Added to | 4,456 | 136 | 0.01% | 0.01% | 1890 | +10 | 0.22% | Q1 2026 | May 12, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 4,345 | 134 | 0.05% | 0.05% | 1892 | +37 | 0.86% | Q1 2026 | Apr 27, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 4,308 | 132 | 0.01% | 0.0% | 1893 | +4,164 | 2891.67% | Q1 2026 | Apr 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 4,223 | 130 | 0.0% | 0.0% | 1895 | -882 | -17.28% | Q1 2026 | May 01, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 4,246 | 130 | 0.0% | 0.0% | 1894 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 4,233 | 129 | 0.01% | 0.01% | 1896 | +1,792 | 73.41% | Q1 2026 | Apr 28, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 4,167 | 127 | 0.01% | — | 1897 | +4,167 | New | Q1 2026 | Apr 14, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 4,091 | 125 | 0.03% | 0.03% | 1898 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Northwest Capital Management Inc | History | No change | 4,470 | 122 | 0.53% | 0.53% | 1899 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 3,804 | 116 | 0.01% | 0.0% | 1901 | +3,465 | 1022.12% | Q1 2026 | May 06, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 3,801 | 116 | 0.03% | 0.03% | 1900 | -1,206 | -24.09% | Q1 2026 | Apr 20, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Added to | 3,793 | 116 | 0.07% | 0.07% | 1902 | +35 | 0.93% | Q1 2026 | May 14, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 3,732 | 114 | 0.02% | 0.02% | 1903 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 4,124 | 113 | 0.03% | 0.03% | 1904 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Palouse Capital Management, Inc. | History | Added to | 3,676 | 112 | 0.07% | 0.06% | 1905 | +3 | 0.08% | Q1 2026 | Apr 24, 2026 |
| Navigoe, LLC | History | No change | 3,663 | 112 | 0.07% | 0.06% | 1906 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BALLAST ADVISORS LLC | History | No change | 3,561 | 109 | 0.03% | 0.03% | 1907 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Solstein Capital, LLC | History | No change | 3,370 | 103 | 0.04% | 0.04% | 1908 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BAYBAN | History | Reduced | 3,342 | 102 | 0.09% | 0.13% | 1910 | -2,043 | -37.94% | Q1 2026 | Apr 24, 2026 |
| Red Tortoise LLC | History | Added to | 3,342 | 102 | 0.04% | 0.04% | 1909 | +18 | 0.54% | Q1 2026 | Apr 21, 2026 |
| CURIO WEALTH, LLC | History | No change | 3,240 | 99 | 0.03% | 0.03% | 1911 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 3,180 | 97 | 0.01% | 0.01% | 1912 | +195 | 6.53% | Q1 2026 | Apr 23, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 3,080 | 94 | 0.02% | — | 1914 | +3,080 | New | Q1 2026 | May 08, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 3,083 | 94 | 0.0% | 0.0% | 1913 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Financial Life Planners | History | New | 3,058 | 93 | 0.07% | — | 1915 | +3,058 | New | Q1 2026 | Apr 24, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 3,006 | 92 | 0.03% | 0.03% | 1916 | -81 | -2.62% | Q1 2026 | May 04, 2026 |
| Weaver Capital Management LLC | History | Added to | 3,030 | 92 | 0.02% | 0.02% | 1918 | +25 | 0.83% | Q1 2026 | Apr 17, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 3,000 | 92 | 0.01% | 0.0% | 1917 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Arlington Trust Co LLC | History | No change | 3,000 | 92 | 0.01% | 0.01% | 1919 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| NFSG Corp | History | Added to | 2,976 | 91 | 0.01% | 0.01% | 1920 | +1,705 | 134.15% | Q1 2026 | May 05, 2026 |
| HighMark Wealth Management LLC | History | Reduced | 2,924 | 89 | 0.04% | 0.08% | 1921 | -4,350 | -59.8% | Q1 2026 | May 05, 2026 |
| Twin Lakes Capital Management, LLC | History | New | 2,925 | 89 | 0.04% | — | 1922 | +2,925 | New | Q1 2026 | May 18, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 2,766 | 84 | 0.02% | 0.05% | 1923 | -5,888 | -68.04% | Q1 2026 | Apr 22, 2026 |
| Aventura Private Wealth, LLC | History | No change | 2,709 | 83 | 0.03% | 0.03% | 1924 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GW&K Investment Management, LLC | History | New | 2,576 | 79 | 0.0% | — | 1927 | +2,576 | New | Q1 2026 | May 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 2,604 | 79 | 0.0% | 0.0% | 1925 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Center for Financial Planning, Inc. | History | No change | 2,598 | 79 | 0.01% | 0.01% | 1926 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Scarborough Advisors, LLC | History | New | 2,439 | 74 | 0.01% | — | 1928 | +2,439 | New | Q1 2026 | May 07, 2026 |
| IFG Advisory, LLC | History | Reduced | 2,380 | 73 | 0.21% | 0.37% | 1929 | -304,043 | -99.22% | Q1 2026 | May 12, 2026 |
| Key Capital Management, INC | History | Reduced | 2,397 | 73 | 0.05% | 0.08% | 1930 | -657 | -21.51% | Q1 2026 | May 07, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 2,376 | 72 | 0.04% | 0.04% | 1931 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2,340 | 71 | 0.02% | 0.02% | 1932 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Added to | 2,313 | 70 | 0.01% | 0.01% | 1933 | +144 | 6.64% | Q1 2026 | Apr 08, 2026 |
| EFG International AG | History | New | 2,250 | 69 | 0.0% | — | 1935 | +2,250 | New | Q1 2026 | May 15, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 2,250 | 69 | 0.01% | 0.01% | 1934 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 2,097 | 64 | 0.05% | 0.04% | 1936 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Heritage Wealth Advisors | History | Added to | 2,030 | 62 | 0.0% | 0.0% | 1937 | +1,200 | 144.58% | Q1 2026 | May 13, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 2,032 | 62 | 0.03% | 0.03% | 1938 | -21 | -1.02% | Q1 2026 | Apr 22, 2026 |
| BARCLAYS PLC | History | New | 2,000 | 61 | 0.0% | — | 1942 | +2,000 | New | Q1 2026 | May 14, 2026 |
| Nemes Rush Group LLC | History | Added to | 2,017 | 61 | 0.01% | 0.0% | 1940 | +1,390 | 221.69% | Q1 2026 | Apr 21, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 2,001 | 61 | 0.01% | 0.0% | 1939 | +526 | 35.66% | Q1 2026 | Apr 17, 2026 |
| Roxbury Financial LLC | History | Added to | 1,999 | 61 | 0.05% | 0.05% | 1941 | +8 | 0.4% | Q1 2026 | Apr 17, 2026 |
| Covestor Ltd | History | Reduced | 1,944 | 60 | 0.04% | 0.03% | 1943 | -155 | -7.38% | Q1 2026 | May 05, 2026 |
| Triumph Capital Management | History | Added to | 1,933 | 59 | 0.01% | 0.01% | 1945 | +632 | 48.58% | Q1 2026 | May 13, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Added to | 1,915 | 59 | 0.04% | 0.04% | 1944 | +16 | 0.84% | Q1 2026 | May 15, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | No change | 1,899 | 58 | 0.01% | 0.01% | 1946 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pandora Wealth, Inc. | History | No change | 2,100 | 57 | 0.03% | 0.03% | 1947 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Kennebec Savings Bank | History | Added to | 1,843 | 56 | 0.05% | 0.04% | 1948 | +178 | 10.69% | Q1 2026 | Apr 17, 2026 |
| Founders Capital Management | History | No change | 1,800 | 55 | 0.03% | 0.03% | 1949 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CNB Bank | History | No change | 1,803 | 55 | 0.02% | 0.02% | 1950 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 1,765 | 54 | 0.0% | 0.0% | 1951 | -53,230 | -96.79% | Q1 2026 | May 12, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 1,746 | 53 | 0.05% | 0.04% | 1953 | +13 | 0.75% | Q1 2026 | May 11, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 1,754 | 53 | 0.0% | 0.0% | 1952 | +2 | 0.11% | Q1 2026 | May 12, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,687 | 51 | 0.01% | 0.01% | 1954 | -243 | -12.59% | Q1 2026 | Apr 06, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 1,645 | 50 | 0.04% | — | 1956 | +1,645 | New | Q1 2026 | Apr 16, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 1,635 | 50 | 0.01% | 0.01% | 1955 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 1,622 | 49 | 0.01% | 0.01% | 1957 | -34 | -2.05% | Q1 2026 | Apr 03, 2026 |
| Operose Advisors LLC | History | Added to | 1,577 | 48 | 0.01% | 0.01% | 1958 | +83 | 5.56% | Q1 2026 | May 12, 2026 |
| Destiny Wealth Partners, LLC | History | New | 1,556 | 47 | 0.01% | — | 1959 | +1,556 | New | Q1 2026 | May 11, 2026 |
| Napier Financial, LLC | History | New | 1,500 | 46 | 0.01% | — | 1962 | +1,500 | New | Q1 2026 | May 05, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 1,500 | 46 | 0.03% | 0.02% | 1960 | +2 | 0.13% | Q1 2026 | May 05, 2026 |
| Hughes Financial Services, LLC | History | No change | 1,505 | 46 | 0.01% | 0.01% | 1961 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 1,430 | 43 | 0.02% | 0.01% | 1964 | +500 | 53.76% | Q1 2026 | May 01, 2026 |
| MTM Investment Management, LLC | History | No change | 1,422 | 43 | 0.01% | 0.01% | 1963 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 1,367 | 41 | 0.0% | 0.09% | 1965 | -52,894 | -97.48% | Q1 2026 | Apr 29, 2026 |
| Transce3nd, LLC | History | Reduced | 1,278 | 39 | 0.35% | 0.32% | 1967 | -92 | -6.72% | Q1 2026 | May 07, 2026 |
| Addison Advisors LLC | History | No change | 1,273 | 39 | 0.01% | 0.01% | 1966 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 1,222 | 37 | 0.03% | — | 1971 | +1,222 | New | Q1 2026 | May 06, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 1,214 | 37 | 0.01% | — | 1970 | +1,214 | New | Q1 2026 | Apr 13, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 1,221 | 37 | 0.0% | 0.0% | 1969 | +561 | 85.0% | Q1 2026 | May 11, 2026 |
| IFS Advisors, LLC | History | No change | 1,220 | 37 | 0.02% | 0.02% | 1968 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 1,142 | 35 | 0.01% | 0.01% | 1972 | +9 | 0.79% | Q1 2026 | Apr 07, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 1,088 | 33 | 0.0% | — | 1973 | +1,088 | New | Q1 2026 | May 12, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 1,050 | 32 | 0.0% | — | 1977 | +1,050 | New | Q1 2026 | May 18, 2026 |
| Field & Main Bank | History | No change | 1,050 | 32 | 0.01% | 0.01% | 1974 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 1,052 | 32 | 0.02% | 0.02% | 1975 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fortitude Family Office, LLC | History | No change | 1,050 | 32 | 0.01% | 0.01% | 1976 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 1,009 | 31 | 0.04% | 0.04% | 1978 | +9 | 0.9% | Q1 2026 | Apr 29, 2026 |
| Opal Wealth Advisors, LLC | History | New | 990 | 30 | 0.01% | — | 1980 | +990 | New | Q1 2026 | Apr 14, 2026 |
| SWAN Capital LLC | History | New | 978 | 30 | 0.01% | — | 1981 | +978 | New | Q1 2026 | May 14, 2026 |
| MilWealth Group LLC | History | No change | 990 | 30 | 0.01% | 0.01% | 1979 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| UNION SAVINGS BANK | History | New | 947 | 29 | 0.01% | — | 1987 | +947 | New | Q1 2026 | Apr 17, 2026 |
| POM Investment Strategies, LLC | History | New | 946 | 29 | 0.04% | — | 1986 | +946 | New | Q1 2026 | May 11, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 974 | 29 | 0.0% | 0.01% | 1982 | -890 | -47.75% | Q1 2026 | May 11, 2026 |
| City State Bank | History | Added to | 955 | 29 | 0.01% | 0.01% | 1983 | +145 | 17.9% | Q1 2026 | Apr 20, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 975 | 29 | 0.0% | 0.0% | 1984 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Aventus Investment Advisors, Inc. | History | No change | 960 | 29 | 0.02% | 0.02% | 1985 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | New | 888 | 28 | 0.01% | — | 1990 | +888 | New | Q1 2026 | May 11, 2026 |
| Kilter Group LLC | History | Reduced | 921 | 28 | 0.01% | 0.01% | 1988 | -27 | -2.85% | Q1 2026 | May 14, 2026 |
| Merrithew & Thorsten Inc | History | Added to | 934 | 28 | 0.03% | 0.03% | 1989 | +8 | 0.86% | Q1 2026 | May 01, 2026 |
| Mountain Hill Investment Partners Corp. | History | Added to | 904 | 27 | 0.02% | 0.02% | 1991 | +5 | 0.56% | Q1 2026 | May 01, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 840 | 25 | 0.01% | 0.0% | 1992 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 793 | 24 | 0.0% | — | 1995 | +793 | New | Q1 2026 | May 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 812 | 24 | 0.0% | 0.0% | 1993 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 792 | 24 | 0.0% | 0.0% | 1994 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Trask Adam Roland | History | New | 750 | 23 | 0.02% | — | 1998 | +750 | New | Q1 2026 | May 15, 2026 |
| PALLADIEM, LLC | History | Added to | 768 | 23 | 0.02% | 0.02% | 1996 | +71 | 10.19% | Q1 2026 | May 06, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 777 | 23 | 0.01% | 0.01% | 1997 | +7 | 0.91% | Q1 2026 | May 08, 2026 |
| Beacon Financial Strategies CORP | History | Reduced | 740 | 22 | 0.01% | 0.03% | 2000 | -1,397 | -65.37% | Q1 2026 | Apr 08, 2026 |
| Imprint Wealth LLC | History | New | 731 | 22 | 0.1% | — | 2001 | +731 | New | Q1 2026 | May 15, 2026 |