SCHWAB STRATEGIC TRUST - SCHE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Creative Planning | History | Added to | 21,758,142 | 716,930 | 0.49% | 0.44% | 1 | +2,851,208 | 15.08% | Q1 2026 | May 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 15,542,282 | 512,118 | 1.04% | 1.01% | 2 | -669,081 | -4.13% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 9,475,403 | 312,214 | 0.33% | 0.35% | 3 | -187,222 | -1.94% | Q1 2026 | May 05, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 4,491,206 | 149,242 | 0.3% | 0.25% | 4 | +2,245,603 | 100.0% | Q1 2026 | May 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,643,590 | 120,056 | 0.15% | 0.25% | 5 | -2,899,885 | -44.32% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,371,879 | 111,103 | 0.07% | 0.07% | 6 | -92,205 | -2.66% | Q1 2026 | May 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 3,358,935 | 110,005 | 3.72% | 3.72% | 7 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 2,432,609 | 80,154 | 0.0% | 0.0% | 8 | +107,902 | 4.64% | Q1 2026 | May 15, 2026 |
| REBALANCE, LLC | History | Added to | 2,184,395 | 71,975 | 4.18% | 4.15% | 9 | +16,458 | 0.76% | Q1 2026 | May 11, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 2,110,215 | 69,531 | 1.5% | 1.45% | 10 | +107,539 | 5.37% | Q1 2026 | Apr 07, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 2,081,385 | 68,581 | 0.68% | 0.71% | 11 | -14,509 | -0.69% | Q1 2026 | Apr 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,106,721 | 68,067 | 0.03% | 0.03% | 12 | +444,964 | 26.78% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 1,914,788 | 63,092 | 0.47% | 0.47% | 13 | +21,599 | 1.14% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 1,909,261 | 62,910 | 0.34% | 0.34% | 14 | +36,013 | 1.92% | Q1 2026 | May 05, 2026 |
| Krilogy Financial LLC | History | Added to | 1,704,193 | 60,311 | 1.94% | 1.95% | 15 | +47,730 | 2.88% | Q1 2026 | Apr 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,721,550 | 54,934 | 0.0% | 0.0% | 16 | -8,541 | -0.49% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 1,565,070 | 51,569 | 0.0% | 0.0% | 17 | -15,105 | -0.96% | Q1 2026 | May 15, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 1,431,314 | 51,140 | 7.59% | 4.75% | 18 | +581,479 | 68.42% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 1,525,115 | 50,251 | 0.06% | 0.06% | 19 | +36,717 | 2.47% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,524,161 | 50,221 | 0.01% | 0.0% | 20 | +1,033,463 | 210.61% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,500,199 | 49,233 | 0.07% | 0.06% | 21 | +21,840 | 1.48% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,480,192 | 48,772 | 0.01% | 0.01% | 22 | +39,256 | 2.72% | Q1 2026 | May 11, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 1,471,629 | 48,490 | 4.23% | 4.67% | 23 | -77,343 | -4.99% | Q1 2026 | Apr 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,446,971 | 47,677 | 0.07% | 0.07% | 24 | -40,830 | -2.74% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,288,013 | 42,272 | 0.09% | 0.1% | 25 | -946,710 | -42.36% | Q1 2026 | Apr 08, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 1,256,495 | 41,401 | 0.33% | 0.26% | 26 | +248,465 | 24.65% | Q1 2026 | May 01, 2026 |
| Fund Evaluation Group, LLC | History | Reduced | 1,224,851 | 40,358 | 1.24% | 1.38% | 27 | -44,949 | -3.54% | Q1 2026 | May 08, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 1,092,100 | 35,984 | 5.85% | 5.75% | 28 | +16,520 | 1.54% | Q1 2026 | Apr 22, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Reduced | 1,055,311 | 34,772 | 16.36% | 17.65% | 29 | -130,834 | -11.03% | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,042,983 | 34,366 | 0.26% | 0.13% | 30 | +536,116 | 105.77% | Q1 2026 | May 15, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 942,824 | 31,066 | 0.86% | 0.89% | 31 | -21,867 | -2.27% | Q1 2026 | May 07, 2026 |
| McAdam, LLC | History | Reduced | 939,664 | 30,961 | 1.39% | 1.47% | 32 | -42,764 | -4.35% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Added to | 896,838 | 29,550 | 0.0% | 0.0% | 33 | +217,247 | 31.97% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 887,746 | 29,373 | 0.04% | 0.04% | 34 | +43,523 | 5.16% | Q1 2026 | May 15, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 792,488 | 29,171 | 0.58% | 0.65% | 35 | -15,971 | -1.98% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 847,101 | 27,911 | 0.03% | 0.03% | 36 | +10,905 | 1.3% | Q1 2026 | May 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 810,336 | 26,698 | 0.27% | 0.29% | 37 | +15,191 | 1.91% | Q1 2026 | May 12, 2026 |
| SCS Capital Management LLC | History | Added to | 749,111 | 24,683 | 0.26% | 0.26% | 38 | +6,572 | 0.89% | Q1 2026 | May 11, 2026 |
| Charles Schwab Trust Co | History | Added to | 692,044 | 22,802 | 1.48% | 1.44% | 39 | +23,771 | 3.56% | Q1 2026 | Apr 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 679,704 | 22,397 | 0.03% | 0.03% | 40 | +101,691 | 17.59% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 663,111 | 21,849 | 0.0% | 0.01% | 41 | -889,265 | -57.28% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Reduced | 650,782 | 21,443 | 0.3% | 0.3% | 42 | -9,700 | -1.47% | Q1 2026 | May 14, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 628,752 | 20,717 | 2.67% | 5.12% | 43 | -557,731 | -47.01% | Q1 2026 | Apr 16, 2026 |
| 93 Financial Group, LLC | History | Reduced | 623,006 | 20,528 | 9.15% | 9.2% | 44 | -22,310 | -3.46% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 595,196 | 19,612 | 0.04% | 0.03% | 45 | +38,153 | 6.85% | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | Added to | 543,184 | 17,897 | 0.02% | 0.02% | 46 | +43,968 | 8.81% | Q1 2026 | May 14, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 515,022 | 16,866 | 5.08% | 5.08% | 47 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Added to | 500,583 | 16,494 | 3.94% | 3.85% | 48 | +1,539 | 0.31% | Q1 2026 | May 08, 2026 |
| L2 Asset Management, LLC | History | Added to | 497,259 | 16,384 | 1.56% | 0.9% | 49 | +292,432 | 142.77% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 491,328 | 16,189 | 0.0% | 0.0% | 50 | +2,530 | 0.52% | Q1 2026 | May 06, 2026 |
| Alliance Wealth Management Group | History | Added to | 490,541 | 16,163 | 3.54% | 3.47% | 51 | +8,100 | 1.68% | Q1 2026 | Apr 29, 2026 |
| Towercrest Capital Management | History | Added to | 490,541 | 16,163 | 2.52% | 2.49% | 52 | +8,100 | 1.68% | Q1 2026 | May 01, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 485,317 | 15,991 | 1.17% | 1.14% | 53 | +21,261 | 4.58% | Q1 2026 | Apr 20, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 450,361 | 14,839 | 0.26% | 0.27% | 54 | -16,918 | -3.62% | Q1 2026 | May 04, 2026 |
| TruNorth Capital Management, LLC | History | Reduced | 449,426 | 14,808 | 2.84% | 2.81% | 55 | -2,516 | -0.56% | Q1 2026 | Apr 22, 2026 |
| Procyon Advisors, LLC | History | Reduced | 434,831 | 14,327 | 0.7% | 0.73% | 56 | -13,684 | -3.05% | Q1 2026 | May 04, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 433,989 | 14,299 | 3.74% | 3.86% | 57 | -13,690 | -3.06% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 432,414 | 14,248 | 0.02% | 0.02% | 58 | -55,083 | -11.3% | Q1 2026 | Apr 27, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Reduced | 428,431 | 14,116 | 0.56% | 0.55% | 59 | -19,788 | -4.41% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 384,988 | 12,684 | 0.0% | 0.0% | 60 | +6,910 | 1.83% | Q1 2026 | May 15, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 375,633 | 12,377 | 3.34% | 3.02% | 61 | +44,223 | 13.34% | Q1 2026 | May 05, 2026 |
| Gemmer Asset Management LLC | History | Added to | 369,944 | 12,189 | 0.96% | 0.88% | 62 | +19,828 | 5.66% | Q1 2026 | Apr 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 364,570 | 12,012 | 0.18% | 0.13% | 63 | +114,715 | 45.91% | Q1 2026 | May 13, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 356,821 | 11,757 | 1.98% | 1.05% | 64 | +168,602 | 89.58% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 347,527 | 11,451 | 0.02% | 0.0% | 65 | +312,469 | 891.29% | Q1 2026 | Apr 27, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 346,432 | 11,414 | 0.27% | 0.28% | 66 | -8,040 | -2.27% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 346,106 | 11,404 | 0.05% | 0.04% | 67 | -9,312 | -2.62% | Q1 2026 | May 11, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 343,404 | 11,315 | 0.49% | 0.45% | 68 | +4,141 | 1.22% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 343,290 | 11,311 | 0.0% | 0.0% | 69 | +65,688 | 23.66% | Q1 2026 | May 15, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 334,074 | 11,007 | 2.86% | 3.0% | 70 | +6,013 | 1.83% | Q1 2026 | May 11, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 326,253 | 10,750 | 0.32% | 0.32% | 71 | -5,094 | -1.54% | Q1 2026 | Apr 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 325,155 | 10,714 | 0.03% | 0.03% | 72 | -5,676 | -1.72% | Q1 2026 | Apr 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 322,381 | 10,622 | 0.02% | 0.02% | 73 | -8,775 | -2.65% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 316,432 | 10,426 | 0.0% | 0.0% | 74 | +57,346 | 22.13% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 316,078 | 10,414 | 0.05% | 0.05% | 75 | -17,388 | -5.21% | Q1 2026 | May 15, 2026 |
| HC Advisors, LLC | History | Reduced | 313,928 | 10,343 | 6.92% | 7.33% | 76 | -9,803 | -3.03% | Q1 2026 | May 05, 2026 |
| Red Tortoise LLC | History | Reduced | 308,145 | 10,151 | 4.23% | 4.37% | 77 | -6,513 | -2.07% | Q1 2026 | Apr 21, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 304,716 | 9,979 | 0.75% | 0.75% | 78 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 300,063 | 9,887 | 0.11% | 0.13% | 79 | -24,288 | -7.49% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 299,735 | 9,876 | 0.0% | 0.0% | 80 | -65,486 | -17.93% | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | Added to | 297,394 | 9,799 | 0.43% | 0.41% | 81 | +19,128 | 6.87% | Q1 2026 | May 13, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 292,361 | 9,633 | 0.4% | 0.41% | 82 | -1,647 | -0.56% | Q1 2026 | Apr 29, 2026 |
| Seneca Financial Advisors LLC | History | Reduced | 287,716 | 9,480 | 2.78% | 2.97% | 83 | -10,428 | -3.5% | Q1 2026 | Apr 22, 2026 |
| AlphaCore Capital LLC | History | Reduced | 284,654 | 9,379 | 0.22% | 0.23% | 84 | -26,199 | -8.43% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 276,501 | 9,111 | 0.14% | 0.13% | 85 | +6,337 | 2.35% | Q1 2026 | May 01, 2026 |
| Garde Capital, Inc. | History | Reduced | 276,480 | 9,110 | 0.55% | 0.55% | 86 | -7,597 | -2.67% | Q1 2026 | Apr 28, 2026 |
| Wedmont Private Capital | History | Reduced | 264,567 | 9,106 | 0.29% | 0.31% | 87 | -538 | -0.2% | Q1 2026 | Apr 09, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 274,403 | 9,042 | 2.63% | 2.43% | 88 | +5,572 | 2.07% | Q1 2026 | May 12, 2026 |
| Apriem Advisors | History | Reduced | 272,299 | 8,972 | 0.86% | 0.82% | 89 | -1,720 | -0.63% | Q1 2026 | May 14, 2026 |
| Invst, LLC | History | Reduced | 258,277 | 8,510 | 0.96% | 0.93% | 90 | -3,731 | -1.42% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 255,699 | 8,425 | 0.0% | 0.0% | 92 | +138,654 | 118.46% | Q1 2026 | May 13, 2026 |
| Boltwood Capital Management | History | Added to | 255,695 | 8,425 | 2.15% | 2.06% | 91 | +13,964 | 5.78% | Q1 2026 | Apr 07, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 250,217 | 8,244 | 0.13% | 0.08% | 93 | +140,546 | 128.15% | Q1 2026 | May 15, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 248,234 | 8,179 | 0.35% | 0.26% | 94 | +66,707 | 36.75% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 246,807 | 8,132 | 0.19% | 0.2% | 95 | +537 | 0.22% | Q1 2026 | May 04, 2026 |
| Savant Capital, LLC | History | Reduced | 234,834 | 7,737 | 0.04% | 0.04% | 96 | -3,886 | -1.63% | Q1 2026 | May 04, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 231,393 | 7,624 | 3.22% | 3.19% | 97 | +1,363 | 0.59% | Q1 2026 | Apr 20, 2026 |
| St. Louis Trust Co | History | No change | 231,273 | 7,620 | 0.89% | 0.87% | 98 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 229,732 | 7,569 | 0.17% | 0.17% | 99 | +437 | 0.19% | Q1 2026 | Apr 29, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 219,433 | 7,552 | 1.05% | 1.07% | 100 | -6,261 | -2.77% | Q1 2026 | Apr 13, 2026 |
| SIERRA OCEAN, LLC | History | Reduced | 220,904 | 7,278 | 5.97% | 6.12% | 101 | -4,910 | -2.17% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Added to | 217,177 | 7,155 | 1.65% | 1.48% | 102 | +22,542 | 11.58% | Q1 2026 | Apr 09, 2026 |
| Payne Capital Management, LLC | History | Reduced | 216,644 | 7,138 | 2.16% | 2.25% | 103 | -768 | -0.35% | Q1 2026 | May 08, 2026 |
| Sherwood Financial Partners, LLC | History | Reduced | 214,685 | 7,073 | 6.25% | 6.31% | 104 | -8,992 | -4.02% | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 214,614 | 7,071 | 0.04% | 0.05% | 105 | +12,555 | 6.21% | Q1 2026 | May 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 212,909 | 7,015 | 0.91% | 0.76% | 106 | +46,153 | 27.68% | Q1 2026 | Apr 15, 2026 |
| Atria Investments, Inc | History | Added to | 208,825 | 6,880 | 0.08% | 0.07% | 107 | +32,113 | 18.17% | Q1 2026 | May 05, 2026 |
| Courage Miller Partners, LLC | History | Added to | 208,604 | 6,873 | 1.94% | 2.06% | 108 | +164 | 0.08% | Q1 2026 | Apr 24, 2026 |
| WBH ADVISORY INC | History | Added to | 202,400 | 6,687 | 0.5% | 0.45% | 109 | +15,006 | 8.01% | Q1 2026 | Apr 27, 2026 |
| Strid Group, LLC | History | Reduced | 198,561 | 6,542 | 0.81% | 0.82% | 110 | -3,488 | -1.73% | Q1 2026 | Apr 29, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 197,130 | 6,495 | 0.01% | 0.01% | 111 | -2,661 | -1.33% | Q1 2026 | May 12, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 196,507 | 6,474 | 1.33% | 1.35% | 112 | -9,040 | -4.4% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 195,630 | 6,446 | 0.0% | 0.0% | 113 | +80,366 | 69.72% | Q1 2026 | May 05, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 194,973 | 6,424 | 0.09% | 0.08% | 114 | +43,147 | 28.42% | Q1 2026 | Apr 09, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Added to | 191,274 | 6,302 | 2.34% | 2.14% | 115 | +5,999 | 3.24% | Q1 2026 | May 14, 2026 |
| Bangor Savings Bank | History | Added to | 188,681 | 6,217 | 0.5% | 0.4% | 116 | +37,480 | 24.79% | Q1 2026 | Apr 01, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 186,632 | 6,149 | 0.41% | 0.39% | 117 | -4,941 | -2.58% | Q1 2026 | May 14, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 182,533 | 6,014 | 2.37% | 2.46% | 118 | -117,388 | -39.14% | Q1 2026 | May 06, 2026 |
| Guardian Financial Partners, LLC | History | Reduced | 181,780 | 5,989 | 2.53% | 2.55% | 119 | -2,776 | -1.5% | Q1 2026 | Apr 15, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 179,057 | 5,899 | 0.05% | 0.05% | 120 | -3,725 | -2.04% | Q1 2026 | May 14, 2026 |
| CX Institutional | History | No change | 179,023 | 5,899 | 0.18% | 0.17% | 121 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 176,357 | 5,810 | 2.28% | 2.34% | 122 | +1,140 | 0.65% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 175,267 | 5,775 | 0.02% | 0.02% | 123 | +3,912 | 2.28% | Q1 2026 | Apr 30, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Reduced | 174,124 | 5,737 | 0.66% | 1.31% | 124 | -187,081 | -51.79% | Q1 2026 | Apr 24, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 170,591 | 5,620 | 0.06% | 0.06% | 125 | +2,252 | 1.34% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 170,207 | 5,608 | 0.02% | 0.01% | 126 | +20,259 | 13.51% | Q1 2026 | May 04, 2026 |
| Brightwater Advisory LLC | History | Added to | 168,597 | 5,555 | 3.67% | 3.55% | 127 | +8,138 | 5.07% | Q1 2026 | Apr 30, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 167,028 | 5,503 | 1.46% | 1.38% | 128 | +11,869 | 7.65% | Q1 2026 | May 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 166,988 | 5,502 | 0.1% | 0.09% | 129 | +13,674 | 8.92% | Q1 2026 | Apr 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 165,153 | 5,441 | 0.3% | 0.3% | 130 | +1,058 | 0.64% | Q1 2026 | Apr 20, 2026 |
| PINKERTON WEALTH, LLC | History | Reduced | 161,063 | 5,274 | 0.48% | 0.56% | 131 | -5,565 | -3.34% | Q1 2026 | Apr 09, 2026 |
| CFG Wealth Management Services, Inc. | History | Reduced | 159,767 | 5,270 | 4.78% | 4.78% | 132 | -131 | -0.08% | Q1 2026 | May 07, 2026 |
| FIDELIS iM, LLC | History | Added to | 159,905 | 5,268 | 1.99% | 1.96% | 133 | +5,882 | 3.82% | Q1 2026 | Apr 29, 2026 |
| Parallel Advisors, LLC | History | Added to | 159,812 | 5,265 | 0.09% | 0.1% | 134 | +26 | 0.02% | Q1 2026 | May 07, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Added to | 159,132 | 5,243 | 0.4% | 0.3% | 135 | +25,027 | 18.66% | Q1 2026 | May 13, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 158,737 | 5,230 | 0.33% | 0.34% | 136 | -4,732 | -2.89% | Q1 2026 | Apr 14, 2026 |
| Joule Financial, LLC | History | Added to | 157,195 | 5,179 | 1.51% | 1.53% | 137 | +830 | 0.53% | Q1 2026 | Apr 14, 2026 |
| Fairway Financial, LLC | History | Reduced | 156,791 | 5,166 | 3.93% | 3.9% | 138 | -981 | -0.62% | Q1 2026 | May 11, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 156,494 | 5,156 | 0.46% | 0.49% | 139 | -3,764 | -2.35% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Reduced | 155,720 | 5,130 | 0.03% | 0.03% | 140 | -2,203 | -1.39% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 152,464 | 5,037 | 0.05% | 0.05% | 141 | +10,204 | 7.17% | Q1 2026 | Apr 07, 2026 |
| Bogart Wealth, LLC | History | Added to | 151,836 | 5,003 | 0.19% | 0.16% | 142 | +28,927 | 23.54% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Management LLC | History | Added to | 151,572 | 4,994 | 0.51% | 0.6% | 143 | +12,500 | 8.99% | Q1 2026 | May 11, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 149,598 | 4,929 | 0.14% | 0.15% | 144 | -2,442 | -1.61% | Q1 2026 | May 04, 2026 |
| Plum Street Advisors, LLC | History | Added to | 148,569 | 4,895 | 1.69% | 1.63% | 145 | +8,919 | 6.39% | Q1 2026 | May 14, 2026 |
| OAK FAMILY ADVISORS, LLC | History | New | 148,189 | 4,882 | 1.37% | — | 146 | +148,189 | New | Q1 2026 | Apr 20, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 147,688 | 4,866 | 1.29% | 3.91% | 147 | -280,895 | -65.54% | Q1 2026 | Apr 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 146,338 | 4,821 | 0.02% | 0.03% | 148 | -12,604 | -7.93% | Q1 2026 | May 14, 2026 |
| Composition Wealth, LLC | History | Added to | 144,803 | 4,771 | 0.07% | 0.06% | 149 | +20,202 | 16.21% | Q1 2026 | Apr 08, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 142,869 | 4,707 | 0.46% | 0.43% | 150 | -4,106 | -2.79% | Q1 2026 | May 01, 2026 |
| Marotta Asset Management | History | Reduced | 141,505 | 4,675 | 0.86% | 0.87% | 151 | -2,718 | -1.88% | Q1 2026 | Apr 27, 2026 |
| GeoWealth Management, LLC | History | Added to | 139,106 | 4,583 | 0.17% | 0.12% | 152 | +41,447 | 42.44% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 138,025 | 4,547 | 0.29% | 0.29% | 153 | +6,618 | 5.04% | Q1 2026 | May 15, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 135,096 | 4,451 | 2.63% | 2.95% | 154 | -12,650 | -8.56% | Q1 2026 | Apr 16, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 134,122 | 4,419 | 0.23% | 0.22% | 155 | +8,838 | 7.05% | Q1 2026 | Apr 15, 2026 |
| Jacobs Equity LLC | History | Reduced | 118,759 | 4,386 | 3.92% | 3.89% | 156 | -4,602 | -3.73% | Q1 2026 | May 14, 2026 |
| White & Co Financial Planning Inc | History | Added to | 132,615 | 4,369 | 3.07% | 3.19% | 157 | +2,363 | 1.81% | Q1 2026 | May 06, 2026 |
| Gleason Group, Inc. | History | Added to | 131,890 | 4,345 | 0.43% | 0.36% | 158 | +21,180 | 19.13% | Q1 2026 | May 04, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 129,005 | 4,250 | 0.19% | 0.19% | 159 | +1,871 | 1.47% | Q1 2026 | May 12, 2026 |
| Ethos Financial Group, LLC | History | Added to | 128,841 | 4,245 | 0.31% | 0.3% | 160 | +4,899 | 3.95% | Q1 2026 | May 05, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 128,792 | 4,243 | 0.07% | 0.07% | 161 | +7,939 | 6.57% | Q1 2026 | Apr 22, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 128,247 | 4,225 | 0.09% | 0.1% | 162 | -26,090 | -16.9% | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 118,151 | 4,215 | 0.05% | 0.05% | 163 | -1,871 | -1.56% | Q1 2026 | May 06, 2026 |
| Vivaldi Capital Management LP | History | Added to | 126,019 | 4,152 | 0.57% | 0.56% | 164 | +1,076 | 0.86% | Q1 2026 | May 14, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 125,915 | 4,148 | 1.78% | 1.76% | 165 | -58 | -0.05% | Q1 2026 | Apr 20, 2026 |
| Creekside Partners | History | Added to | 124,396 | 4,098 | 1.69% | 1.72% | 166 | +159 | 0.13% | Q1 2026 | Apr 21, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 122,947 | 4,051 | 1.71% | 1.97% | 167 | -18,491 | -13.07% | Q1 2026 | Apr 15, 2026 |
| Bishop & Co Investment Management, LLC | History | Reduced | 121,813 | 4,013 | 1.38% | 1.52% | 168 | -18,058 | -12.91% | Q1 2026 | Apr 24, 2026 |
| RKL Wealth Management LLC | History | Reduced | 120,166 | 3,959 | 0.36% | 0.37% | 169 | -16,360 | -11.98% | Q1 2026 | Apr 24, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 119,799 | 3,947 | 0.7% | 0.71% | 170 | +1,907 | 1.62% | Q1 2026 | Apr 22, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 118,998 | 3,920 | 1.3% | 1.2% | 171 | +56 | 0.05% | Q1 2026 | May 15, 2026 |
| Seek First Inc. | History | Added to | 117,980 | 3,887 | 2.74% | 2.5% | 172 | +7,049 | 6.35% | Q1 2026 | Apr 23, 2026 |
| Quantinno Capital Management LP | History | Added to | 117,395 | 3,868 | 0.01% | 0.01% | 173 | +26,057 | 28.53% | Q1 2026 | May 15, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 116,984 | 3,854 | 0.4% | 0.39% | 174 | -1,484 | -1.25% | Q1 2026 | May 12, 2026 |
| Diversified Enterprises, LLC | History | Added to | 116,855 | 3,850 | 0.21% | 0.13% | 175 | +47,955 | 69.6% | Q1 2026 | May 14, 2026 |
| WealthShield Partners, LLC | History | Reduced | 115,989 | 3,821 | 0.43% | 0.43% | 176 | -3,814 | -3.18% | Q1 2026 | May 01, 2026 |
| Stonekeep Investments, LLC | History | Reduced | 114,007 | 3,756 | 2.43% | 2.4% | 177 | -731 | -0.64% | Q1 2026 | Apr 07, 2026 |
| ZynergyRetirementPlanningLLC | History | Reduced | 113,577 | 3,742 | 2.26% | 2.39% | 178 | -5,046 | -4.25% | Q1 2026 | Apr 17, 2026 |
| Betterment LLC | History | Added to | 112,696 | 3,713 | 0.01% | 0.01% | 179 | +7,247 | 6.87% | Q1 2026 | May 14, 2026 |
| TPG Advisors LLC | History | Added to | 112,342 | 3,701 | 2.31% | 1.89% | 180 | +19,486 | 20.99% | Q1 2026 | Apr 22, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 111,667 | 3,679 | 0.02% | 0.02% | 181 | +2,712 | 2.49% | Q1 2026 | May 15, 2026 |
| Pioneer Wealth Management Group | History | Added to | 111,448 | 3,672 | 1.03% | 1.1% | 182 | +403 | 0.36% | Q1 2026 | Apr 08, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 109,090 | 3,594 | 0.3% | 0.3% | 183 | -1,805 | -1.63% | Q1 2026 | Apr 20, 2026 |
| MYECFO, LLC | History | Reduced | 108,701 | 3,581 | 1.5% | 1.53% | 184 | -1,200 | -1.09% | Q1 2026 | Apr 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 106,517 | 3,509 | 0.06% | 0.06% | 185 | +14,736 | 16.06% | Q1 2026 | May 11, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 105,723 | 3,483 | 0.42% | 0.41% | 186 | -71 | -0.07% | Q1 2026 | May 14, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 105,097 | 3,462 | 0.21% | 0.23% | 187 | -391 | -0.37% | Q1 2026 | Apr 28, 2026 |
| Destination Wealth Management | History | Reduced | 103,570 | 3,412 | 0.09% | 0.09% | 188 | -2,999 | -2.81% | Q1 2026 | May 15, 2026 |
| Sollinda Capital Management LLC | History | Added to | 99,172 | 3,267 | 0.79% | 0.75% | 189 | +9,590 | 10.71% | Q1 2026 | Apr 30, 2026 |
| Arnold Financial Planning LLC | History | Added to | 98,740 | 3,253 | 3.04% | 2.94% | 190 | +11,782 | 13.55% | Q1 2026 | Apr 14, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 98,662 | 3,250 | 0.78% | 0.51% | 192 | +38,667 | 64.45% | Q1 2026 | Apr 24, 2026 |
| CITIGROUP INC | History | Reduced | 98,658 | 3,250 | 0.0% | 0.0% | 191 | -888 | -0.89% | Q1 2026 | May 11, 2026 |
| Omega Financial Group, LLC | History | Reduced | 98,531 | 3,246 | 1.06% | 1.1% | 193 | -3,674 | -3.59% | Q1 2026 | May 12, 2026 |
| Dakota Wealth Management | History | Reduced | 98,053 | 3,230 | 0.07% | 0.06% | 194 | -6,012 | -5.78% | Q1 2026 | May 07, 2026 |
| Lee Financial Co | History | Reduced | 97,683 | 3,218 | 0.45% | 0.43% | 195 | -25 | -0.03% | Q1 2026 | Apr 13, 2026 |
| North Forty Two & Co. | History | Added to | 97,585 | 3,215 | 2.97% | 2.74% | 196 | +8,975 | 10.13% | Q1 2026 | Apr 21, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Added to | 97,436 | 3,210 | 1.56% | 1.57% | 197 | +53 | 0.05% | Q1 2026 | Apr 14, 2026 |
| Hamilton Capital, LLC | History | Added to | 97,321 | 3,206 | 0.17% | 0.14% | 198 | +10,175 | 11.68% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 97,230 | 3,204 | 0.0% | 0.0% | 199 | +31,832 | 48.67% | Q1 2026 | May 13, 2026 |
| BCK Partners, Inc. | History | Reduced | 96,524 | 3,180 | 1.72% | 1.72% | 200 | -594 | -0.61% | Q1 2026 | Apr 27, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 95,378 | 3,142 | 0.05% | 0.05% | 201 | -648 | -0.67% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 92,081 | 3,034 | 0.0% | 0.0% | 202 | +29,909 | 48.11% | Q1 2026 | May 15, 2026 |
| Curbstone Financial Management Corp | History | Added to | 91,744 | 3,022 | 0.58% | 0.57% | 203 | +244 | 0.27% | Q1 2026 | Apr 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 89,755 | 2,957 | 0.12% | 0.12% | 204 | -1,372 | -1.51% | Q1 2026 | May 12, 2026 |
| Orcam Financial Group | History | Reduced | 88,569 | 2,918 | 2.07% | 2.2% | 205 | -1,168 | -1.3% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 87,436 | 2,880 | 0.01% | 0.01% | 207 | +2,263 | 2.66% | Q1 2026 | Apr 24, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 87,428 | 2,880 | 0.76% | 0.74% | 206 | -1,101 | -1.24% | Q1 2026 | Apr 22, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 87,213 | 2,873 | 0.04% | 0.04% | 208 | +394 | 0.45% | Q1 2026 | May 12, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 82,786 | 2,863 | 0.34% | 0.47% | 209 | -25,821 | -23.77% | Q1 2026 | Apr 22, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 85,639 | 2,804 | 0.18% | 0.18% | 210 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 84,970 | 2,799 | 0.02% | 0.02% | 211 | -1,431 | -1.66% | Q1 2026 | Apr 30, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 84,835 | 2,795 | 0.24% | 0.24% | 212 | -527 | -0.62% | Q1 2026 | Apr 15, 2026 |
| Holistic Financial Partners | History | Added to | 84,113 | 2,771 | 1.03% | 0.97% | 213 | +2,574 | 3.16% | Q1 2026 | May 05, 2026 |
| SNS Financial Group, LLC | History | Added to | 82,400 | 2,715 | 0.23% | 0.22% | 214 | +4,058 | 5.18% | Q1 2026 | Apr 14, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 81,752 | 2,693 | 0.3% | 0.31% | 215 | -134 | -0.16% | Q1 2026 | Apr 07, 2026 |
| Asset Management Group, Inc. | History | No change | 80,922 | 2,666 | 0.43% | 0.43% | 216 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Chesapeake Wealth Management | History | Added to | 78,778 | 2,595 | 0.8% | 0.75% | 217 | +1,577 | 2.04% | Q1 2026 | May 18, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 78,339 | 2,581 | 0.82% | 0.79% | 218 | +1,200 | 1.56% | Q1 2026 | Apr 23, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 78,319 | 2,580 | 0.05% | 0.05% | 219 | -11,318 | -12.63% | Q1 2026 | Apr 15, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 78,016 | 2,570 | 1.07% | 1.09% | 220 | -1,334 | -1.68% | Q1 2026 | Apr 21, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 77,920 | 2,567 | 0.21% | 0.22% | 221 | +2,804 | 3.73% | Q1 2026 | May 05, 2026 |
| Arcataur Capital Management LLC | History | Reduced | 77,768 | 2,562 | 0.71% | 0.75% | 222 | -2,367 | -2.95% | Q1 2026 | Apr 22, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 77,492 | 2,553 | 0.25% | 0.24% | 223 | +4,779 | 6.57% | Q1 2026 | Apr 27, 2026 |
| Williams Financial, LLC | History | Reduced | 76,291 | 2,513 | 1.46% | 1.45% | 224 | -491 | -0.64% | Q1 2026 | Apr 24, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 75,699 | 2,492 | 0.33% | 0.32% | 225 | +4,264 | 5.97% | Q1 2026 | Apr 28, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 69,231 | 2,477 | 0.04% | 0.04% | 226 | +740 | 1.08% | Q1 2026 | May 15, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 75,131 | 2,475 | 0.27% | 0.29% | 227 | -3,511 | -4.46% | Q1 2026 | Apr 24, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 73,849 | 2,433 | 0.01% | 0.0% | 228 | +53,209 | 257.8% | Q1 2026 | May 13, 2026 |
| Nikulski Financial, Inc. | History | Added to | 73,824 | 2,432 | 0.6% | 0.54% | 229 | +4,555 | 6.58% | Q1 2026 | May 14, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 73,784 | 2,431 | 0.07% | 0.06% | 230 | -4,921 | -6.25% | Q1 2026 | Apr 21, 2026 |
| CoreCap Advisors, LLC | History | Added to | 72,652 | 2,392 | 0.08% | 0.07% | 231 | +13,016 | 21.83% | Q1 2026 | Apr 07, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 71,850 | 2,367 | 0.04% | 0.04% | 232 | -1,660 | -2.26% | Q1 2026 | Apr 20, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 70,151 | 2,311 | 0.41% | 0.43% | 233 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| World Investment Advisors | History | Added to | 69,837 | 2,301 | 0.04% | 0.04% | 234 | +878 | 1.27% | Q1 2026 | Apr 27, 2026 |
| HUB Investment Partners, LLC | History | Added to | 69,076 | 2,276 | 0.05% | 0.01% | 235 | +62,297 | 918.97% | Q1 2026 | May 15, 2026 |
| Roberts Wealth Advisors, LLC | History | No change | 69,055 | 2,275 | 0.58% | 0.59% | 236 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Avior Wealth Management, LLC | History | Added to | 69,003 | 2,273 | 0.06% | 0.07% | 237 | +2,101 | 3.14% | Q1 2026 | Apr 09, 2026 |
| Allen Capital Group, LLC | History | No change | 68,774 | 2,252 | 0.21% | 0.21% | 238 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CAP Partners, LLC | History | Added to | 67,415 | 2,221 | 1.25% | 1.13% | 239 | +6,759 | 11.14% | Q1 2026 | Apr 28, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 66,594 | 2,194 | 0.14% | 0.11% | 241 | +16,007 | 31.64% | Q1 2026 | Apr 27, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 66,603 | 2,194 | 0.24% | 0.23% | 240 | +5,093 | 8.28% | Q1 2026 | May 14, 2026 |
| Focus Financial Network, Inc. | History | Added to | 66,382 | 2,187 | 0.08% | 0.07% | 242 | +2,372 | 3.71% | Q1 2026 | Apr 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 65,785 | 2,167 | 0.08% | 0.08% | 243 | -4,295 | -6.13% | Q1 2026 | May 11, 2026 |
| Capital Analysts, LLC | History | Added to | 65,429 | 2,156 | 0.06% | 0.03% | 244 | +33,790 | 106.8% | Q1 2026 | May 14, 2026 |
| Blankinship & Foster, LLC | History | Reduced | 63,954 | 2,107 | 0.47% | 0.45% | 245 | -149 | -0.23% | Q1 2026 | Apr 17, 2026 |
| Breakwater Investment Management | History | Reduced | 63,897 | 2,105 | 0.78% | 0.85% | 246 | -7,631 | -10.67% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 63,650 | 2,097 | 0.02% | 0.03% | 247 | -4,092 | -6.04% | Q1 2026 | May 01, 2026 |
| Heirloom Wealth Management | History | New | 63,247 | 2,083 | 0.38% | — | 248 | +63,247 | New | Q1 2026 | Apr 14, 2026 |
| Indie Asset Partners, LLC | History | Added to | 62,388 | 2,055 | 2.34% | 1.82% | 249 | +12,670 | 25.48% | Q1 2026 | May 08, 2026 |
| WorthPointe, LLC | History | Added to | 61,540 | 2,027 | 0.55% | 0.24% | 250 | +33,665 | 120.77% | Q1 2026 | May 12, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | Reduced | 55,104 | 2,017 | 1.27% | 1.42% | 251 | -854 | -1.53% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 60,259 | 1,985 | 0.0% | 0.0% | 252 | +32,019 | 113.38% | Q1 2026 | May 01, 2026 |
| Payne Capital LLC | History | Added to | 60,176 | 1,982 | 1.82% | 1.48% | 253 | +15,784 | 35.56% | Q1 2026 | Apr 20, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 60,022 | 1,977 | 0.38% | 0.37% | 254 | +1,441 | 2.46% | Q1 2026 | May 05, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 58,972 | 1,943 | 0.14% | 0.12% | 255 | +6,484 | 12.35% | Q1 2026 | May 05, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Added to | 58,953 | 1,942 | 0.25% | 0.24% | 256 | +1,419 | 2.47% | Q1 2026 | Apr 08, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 58,952 | 1,942 | 0.16% | 0.16% | 257 | -319 | -0.54% | Q1 2026 | May 01, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 58,919 | 1,941 | 0.5% | 0.46% | 258 | -794 | -1.33% | Q1 2026 | Apr 28, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 58,157 | 1,916 | 0.26% | 0.27% | 259 | -1,659 | -2.77% | Q1 2026 | Apr 17, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Added to | 51,875 | 1,906 | 1.8% | 1.74% | 260 | +13,769 | 36.13% | Q1 2026 | May 15, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Reduced | 57,777 | 1,903 | 0.43% | 0.45% | 261 | -3,426 | -5.6% | Q1 2026 | Apr 15, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 57,674 | 1,900 | 0.77% | 0.33% | 262 | +34,729 | 151.36% | Q1 2026 | Apr 30, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 57,429 | 1,892 | 0.05% | 0.04% | 263 | +284 | 0.5% | Q1 2026 | May 08, 2026 |
| Embree Financial Group | History | Reduced | 57,185 | 1,884 | 0.22% | 0.26% | 264 | -7,322 | -11.35% | Q1 2026 | Apr 23, 2026 |
| Allworth Financial LP | History | Added to | 56,703 | 1,868 | 0.01% | 0.01% | 265 | +1,257 | 2.27% | Q1 2026 | May 14, 2026 |
| Veridan Wealth LLC | History | Added to | 56,256 | 1,853 | 0.69% | 0.6% | 266 | +1,793 | 3.29% | Q1 2026 | May 15, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 49,868 | 1,784 | 0.71% | 0.77% | 267 | -6,751 | -11.92% | Q1 2026 | Apr 27, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 51,999 | 1,713 | 0.27% | 0.26% | 268 | +1,585 | 3.14% | Q1 2026 | Apr 17, 2026 |
| Passive Capital Management, LLC. | History | Reduced | 51,938 | 1,711 | 0.51% | 0.54% | 269 | -419 | -0.8% | Q1 2026 | May 14, 2026 |
| Econ Financial Services Corp | History | New | 51,657 | 1,702 | 0.79% | — | 270 | +51,657 | New | Q1 2026 | Apr 21, 2026 |
| BAILARD, INC. | History | Added to | 51,335 | 1,691 | 0.04% | 0.04% | 271 | +988 | 1.96% | Q1 2026 | May 11, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 50,853 | 1,665 | 1.2% | 1.2% | 272 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 50,432 | 1,651 | 0.03% | 0.03% | 273 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Elevated Financial Group LLC | History | Reduced | 49,532 | 1,632 | 0.53% | 0.58% | 274 | -1,481 | -2.9% | Q1 2026 | May 11, 2026 |
| Clay Northam Wealth Management, LLC | History | Added to | 48,556 | 1,599 | 0.9% | 0.86% | 275 | +1,000 | 2.1% | Q1 2026 | Apr 28, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 48,335 | 1,592 | 0.36% | 0.38% | 276 | +256 | 0.53% | Q1 2026 | May 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 48,223 | 1,589 | 0.02% | 0.02% | 277 | -2,190 | -4.34% | Q1 2026 | May 15, 2026 |
| Foster Group, Inc. | History | Added to | 47,307 | 1,558 | 0.05% | 0.04% | 278 | +5,408 | 12.91% | Q1 2026 | Apr 13, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 47,130 | 1,552 | 0.03% | 0.03% | 279 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 46,662 | 1,537 | 0.0% | 0.0% | 280 | -4,398 | -8.61% | Q1 2026 | May 15, 2026 |
| Athena Investment Management | History | Added to | 46,564 | 1,534 | 0.8% | 0.78% | 281 | +90 | 0.19% | Q1 2026 | May 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 46,200 | 1,522 | 0.0% | — | 282 | +46,200 | New | Q1 2026 | May 14, 2026 |
| Noble Family Wealth, LLC | History | Added to | 46,073 | 1,518 | 0.31% | 0.32% | 283 | +40 | 0.09% | Q1 2026 | Apr 23, 2026 |
| MONEYWISE, INC. | History | Added to | 45,408 | 1,496 | 0.65% | 0.49% | 284 | +9,679 | 27.09% | Q1 2026 | Apr 27, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 44,919 | 1,480 | 0.17% | 0.15% | 285 | +3,258 | 7.82% | Q1 2026 | Apr 24, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 44,627 | 1,470 | 0.0% | — | 286 | +44,627 | New | Q1 2026 | May 04, 2026 |
| Roundview Capital LLC | History | Added to | 44,533 | 1,467 | 0.09% | 0.09% | 287 | +2,160 | 5.1% | Q1 2026 | May 08, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 44,064 | 1,451 | 0.01% | 0.01% | 288 | -6,023 | -12.03% | Q1 2026 | May 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 43,257 | 1,425 | 0.02% | 0.01% | 289 | +4,893 | 12.75% | Q1 2026 | Apr 20, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 43,070 | 1,419 | 0.04% | 0.04% | 290 | -1,696 | -3.79% | Q1 2026 | May 13, 2026 |
| Greenline Partners, LLC | History | Added to | 42,893 | 1,413 | 0.15% | 0.16% | 291 | +78 | 0.18% | Q1 2026 | May 15, 2026 |
| Diversified Trust Co | History | Reduced | 42,772 | 1,409 | 0.03% | 0.04% | 292 | -30,153 | -41.35% | Q1 2026 | Apr 16, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 42,724 | 1,407 | 0.51% | 0.57% | 293 | -4,380 | -9.3% | Q1 2026 | Apr 29, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 42,668 | 1,405 | 0.01% | 0.01% | 294 | -528 | -1.22% | Q1 2026 | May 08, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 42,572 | 1,402 | 0.02% | 0.02% | 295 | -2,657 | -5.87% | Q1 2026 | May 06, 2026 |
| Empower Advisory Group, LLC | History | Added to | 42,453 | 1,398 | 0.0% | 0.0% | 297 | +6,811 | 19.11% | Q1 2026 | May 14, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 42,431 | 1,398 | 0.18% | 0.17% | 296 | +4,331 | 11.37% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 42,329 | 1,394 | 0.01% | 0.0% | 298 | +30,771 | 266.23% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 41,984 | 1,383 | 0.1% | 0.09% | 299 | -710 | -1.66% | Q1 2026 | Apr 20, 2026 |
| Values Added Financial LLC | History | Added to | 41,502 | 1,367 | 0.58% | 0.55% | 300 | +1,432 | 3.57% | Q1 2026 | Apr 20, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 41,372 | 1,363 | 0.22% | 0.22% | 301 | +23 | 0.06% | Q1 2026 | Apr 07, 2026 |
| Brookstone Capital Management | History | Added to | 41,181 | 1,356 | 0.02% | 0.01% | 302 | +15,211 | 58.57% | Q1 2026 | Apr 16, 2026 |
| HB Wealth Management, LLC | History | Reduced | 41,137 | 1,355 | 0.01% | 0.01% | 303 | -2,086 | -4.83% | Q1 2026 | Apr 27, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 40,847 | 1,338 | 0.36% | 0.36% | 304 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Added to | 40,577 | 1,337 | 0.24% | 0.28% | 305 | +1,638 | 4.21% | Q1 2026 | Apr 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 40,414 | 1,331 | 0.08% | 0.08% | 306 | -18 | -0.04% | Q1 2026 | Apr 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 40,108 | 1,321 | 0.03% | 0.06% | 307 | -42,022 | -51.17% | Q1 2026 | May 01, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 40,120 | 1,321 | 0.79% | 0.82% | 308 | +2,132 | 5.61% | Q1 2026 | May 12, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 39,940 | 1,316 | 0.1% | 0.08% | 309 | +6,605 | 19.81% | Q1 2026 | May 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 39,774 | 1,310 | 0.0% | 0.0% | 310 | +31,181 | 362.87% | Q1 2026 | May 13, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Added to | 39,470 | 1,300 | 0.54% | 0.11% | 311 | +31,270 | 381.34% | Q1 2026 | May 15, 2026 |
| Trust Point Inc. | History | No change | 39,468 | 1,300 | 0.11% | 0.1% | 312 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 39,330 | 1,295 | 0.45% | 0.45% | 313 | -371 | -0.93% | Q1 2026 | May 06, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 39,010 | 1,285 | 0.51% | 0.51% | 314 | +41 | 0.11% | Q1 2026 | May 11, 2026 |
| OLIO Financial Planning | History | Reduced | 38,742 | 1,276 | 0.35% | 0.37% | 315 | -1,126 | -2.82% | Q1 2026 | Apr 14, 2026 |
| Vise Technologies, Inc. | History | No change | 38,779 | 1,269 | 0.02% | 0.02% | 316 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Emerald Advisors, LLC | History | Reduced | 38,402 | 1,265 | 0.16% | 0.17% | 317 | -201 | -0.52% | Q1 2026 | Apr 23, 2026 |
| Ignite Planners, LLC | History | Reduced | 37,999 | 1,243 | 0.19% | 0.2% | 318 | -863 | -2.22% | Q1 2026 | Apr 17, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 37,660 | 1,240 | 0.75% | 0.67% | 319 | +3,171 | 9.19% | Q1 2026 | Apr 22, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 37,551 | 1,237 | 0.15% | 0.16% | 320 | -2,262 | -5.68% | Q1 2026 | Apr 16, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 37,362 | 1,231 | 0.15% | 0.13% | 321 | +5,125 | 15.9% | Q1 2026 | Apr 24, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 37,353 | 1,230 | 0.34% | 0.35% | 322 | -647 | -1.7% | Q1 2026 | Apr 08, 2026 |
| Ironwood Wealth Management, LLC. | History | Reduced | 37,289 | 1,228 | 0.35% | 0.36% | 323 | -265 | -0.71% | Q1 2026 | Apr 23, 2026 |
| BCS Wealth Management | History | Reduced | 37,178 | 1,225 | 0.25% | 0.26% | 324 | -40,134 | -51.91% | Q1 2026 | Apr 17, 2026 |
| IFP Advisors, Inc | History | Added to | 36,414 | 1,199 | 0.02% | 0.03% | 325 | +606 | 1.69% | Q1 2026 | Apr 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | New | 36,000 | 1,186 | 0.0% | — | 326 | +36,000 | New | Q1 2026 | May 14, 2026 |
| FF Advisors,LLC | History | Added to | 33,624 | 1,183 | 0.48% | 0.27% | 328 | +15,348 | 83.98% | Q1 2026 | Apr 27, 2026 |
| COMERICA BANK | History | No change | 36,151 | 1,183 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NORTHERN TRUST CORP | History | Added to | 35,836 | 1,180 | 0.0% | 0.0% | 329 | +10,925 | 43.86% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 35,729 | 1,177 | 0.03% | 0.04% | 330 | +1,331 | 3.87% | Q1 2026 | May 11, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 35,568 | 1,171 | 0.06% | 0.06% | 331 | -1,145 | -3.12% | Q1 2026 | May 07, 2026 |
| TRUE Private Wealth Advisors | History | New | 35,385 | 1,165 | 0.11% | — | 332 | +35,385 | New | Q1 2026 | May 15, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 35,273 | 1,162 | 0.12% | 0.13% | 334 | -1,558 | -4.23% | Q1 2026 | Apr 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 32,586 | 1,162 | 0.03% | 0.03% | 333 | +137 | 0.42% | Q1 2026 | May 04, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 35,263 | 1,161 | 0.08% | 0.05% | 336 | +11,150 | 46.24% | Q1 2026 | May 07, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 35,238 | 1,161 | 0.03% | 0.03% | 335 | -4,000 | -10.19% | Q1 2026 | May 15, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 35,051 | 1,154 | 0.19% | 0.19% | 337 | -119 | -0.34% | Q1 2026 | Apr 21, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 35,022 | 1,153 | 0.38% | 0.41% | 338 | -294 | -0.83% | Q1 2026 | Apr 20, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 34,861 | 1,148 | 0.12% | 0.12% | 339 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| L.K. Benson & Company, P.C. | History | No change | 34,839 | 1,147 | 0.38% | 0.57% | 340 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 34,601 | 1,140 | 0.39% | 0.78% | 341 | -43,378 | -55.63% | Q1 2026 | Apr 08, 2026 |
| Strategic Blueprint, LLC | History | Added to | 34,435 | 1,134 | 0.07% | 0.06% | 342 | +960 | 2.87% | Q1 2026 | Apr 29, 2026 |
| WJ Financial Advisors LLC | History | Added to | 34,009 | 1,120 | 0.9% | 0.87% | 343 | +4,140 | 13.86% | Q1 2026 | May 04, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 33,499 | 1,103 | 0.25% | 0.25% | 344 | +536 | 1.63% | Q1 2026 | May 21, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 33,162 | 1,092 | 0.51% | 0.49% | 345 | +1,758 | 5.6% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 33,270 | 1,089 | 0.01% | 0.01% | 346 | +4,868 | 17.14% | Q1 2026 | May 15, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 33,024 | 1,088 | 0.2% | 0.24% | 347 | -3,510 | -9.61% | Q1 2026 | Apr 13, 2026 |
| LVW Advisors, LLC | History | New | 32,843 | 1,082 | 0.1% | — | 348 | +32,843 | New | Q1 2026 | Apr 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 32,760 | 1,079 | 0.0% | 0.0% | 349 | -2,165 | -6.2% | Q1 2026 | May 13, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 32,347 | 1,065 | 0.08% | 0.08% | 350 | +195 | 0.61% | Q1 2026 | May 15, 2026 |
| Smith Partners Wealth Management, LLC | History | Added to | 32,108 | 1,057 | 0.95% | 0.51% | 351 | +15,321 | 91.27% | Q1 2026 | May 11, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 31,888 | 1,050 | 0.24% | 0.25% | 352 | +634 | 2.03% | Q1 2026 | Apr 08, 2026 |
| Belpointe Asset Management LLC | History | Added to | 31,833 | 1,048 | 0.04% | 0.04% | 353 | +1,581 | 5.23% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 31,833 | 1,048 | 0.14% | 0.15% | 354 | +1,581 | 5.23% | Q1 2026 | Apr 28, 2026 |
| Fort Vancouver Investment Management, LLC | History | Reduced | 31,584 | 1,040 | 0.53% | 0.55% | 355 | -6 | -0.02% | Q1 2026 | May 15, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 31,160 | 1,026 | 0.06% | 0.06% | 356 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Element Wealth, LLC | History | Added to | 31,101 | 1,024 | 0.42% | 0.41% | 357 | +428 | 1.4% | Q1 2026 | May 04, 2026 |
| Navigation Wealth Management, Inc. | History | Reduced | 30,868 | 1,017 | 3.67% | 1.56% | 358 | -1,168 | -3.65% | Q1 2026 | Apr 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 30,714 | 1,012 | 0.0% | 0.0% | 359 | +5,594 | 22.27% | Q1 2026 | May 08, 2026 |
| M1 Capital Management LLC | History | Added to | 30,358 | 1,000 | 0.46% | 0.4% | 360 | +1,203 | 4.13% | Q1 2026 | May 08, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 30,194 | 994 | 0.03% | 0.03% | 361 | -23,585 | -43.86% | Q1 2026 | Apr 29, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 30,052 | 990 | 0.1% | — | 362 | +30,052 | New | Q1 2026 | May 12, 2026 |
| Brooklyn Investment Group | History | Added to | 29,699 | 978 | 0.03% | 0.03% | 363 | +8,910 | 42.86% | Q1 2026 | Apr 29, 2026 |
| American Investment Services, Inc. | History | No change | 29,486 | 971 | 0.22% | 0.22% | 364 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Morling Financial Advisors, LLC | History | No change | 29,392 | 968 | 0.3% | 0.3% | 365 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 29,259 | 964 | 0.0% | 0.0% | 366 | -268 | -0.91% | Q1 2026 | May 08, 2026 |
| Csenge Advisory Group | History | Added to | 29,118 | 959 | 0.04% | 0.04% | 367 | +1,651 | 6.01% | Q1 2026 | Apr 30, 2026 |
| FinDec Wealth Services, Inc. | History | No change | 29,017 | 956 | 1.17% | 1.02% | 368 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 28,961 | 954 | 0.01% | 0.01% | 369 | +1,341 | 4.86% | Q1 2026 | Apr 15, 2026 |
| Phil A. Younker & Associates, Ltd. | History | Added to | 28,669 | 944 | 0.63% | 0.57% | 370 | +3,489 | 13.86% | Q1 2026 | Apr 17, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 28,660 | 944 | 0.57% | 0.59% | 371 | -1,012 | -3.41% | Q1 2026 | Apr 21, 2026 |
| SEI INVESTMENTS CO | History | Added to | 28,634 | 943 | 0.0% | 0.0% | 372 | +92 | 0.32% | Q1 2026 | May 13, 2026 |
| Balboa Wealth Partners | History | Added to | 28,241 | 930 | 0.16% | 0.14% | 373 | +2,073 | 7.92% | Q1 2026 | Apr 16, 2026 |
| CIBC Bancorp USA Inc. | History | New | 28,137 | 927 | 0.0% | — | 374 | +28,137 | New | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 28,937 | 923 | 0.03% | 0.03% | 375 | +3,660 | 14.48% | Q1 2026 | May 15, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 27,988 | 922 | 0.29% | 0.28% | 376 | -176 | -0.62% | Q1 2026 | Apr 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 27,947 | 915 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 27,633 | 910 | 0.0% | 0.01% | 378 | -1,060,944 | -97.46% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 27,545 | 907 | 0.0% | 0.0% | 379 | +2,287 | 9.05% | Q1 2026 | May 14, 2026 |
| Westmount Partners, LLC | History | No change | 27,508 | 906 | 0.22% | 0.22% | 380 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 27,256 | 898 | 0.1% | 0.1% | 381 | -302 | -1.1% | Q1 2026 | May 11, 2026 |
| CVA Family Office, LLC | History | Added to | 26,978 | 888 | 0.09% | 0.1% | 382 | +48 | 0.18% | Q1 2026 | Apr 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 26,904 | 886 | 0.03% | 0.04% | 383 | -2,849 | -9.58% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Added to | 26,860 | 885 | 0.02% | 0.01% | 384 | +3,009 | 12.62% | Q1 2026 | Apr 17, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 26,785 | 882 | 0.07% | 0.07% | 385 | -358 | -1.32% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO | History | No change | 26,631 | 876 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CWM, LLC | History | Reduced | 26,437 | 871 | 0.0% | 0.0% | 387 | -10,086 | -27.62% | Q1 2026 | May 14, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 26,265 | 865 | 0.07% | 0.08% | 388 | +608 | 2.37% | Q1 2026 | Apr 09, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 26,191 | 863 | 0.09% | 0.1% | 389 | -1,636 | -5.88% | Q1 2026 | Apr 28, 2026 |
| Kearns & Associates LLC | History | Added to | 26,148 | 861 | 0.46% | 0.44% | 390 | +300 | 1.16% | Q1 2026 | Apr 20, 2026 |
| OneAscent Financial Services LLC | History | Added to | 26,060 | 858 | 0.05% | 0.08% | 391 | +35 | 0.13% | Q1 2026 | Apr 21, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 25,696 | 846 | 0.0% | 0.0% | 392 | +2,809 | 12.27% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 25,485 | 839 | 0.01% | 0.01% | 393 | +5,758 | 29.19% | Q1 2026 | May 08, 2026 |
| Baird Financial Group, Inc. | History | Added to | 25,428 | 837 | 0.0% | 0.0% | 394 | +570 | 2.29% | Q1 2026 | May 14, 2026 |
| Firestone Capital Management | History | No change | 25,389 | 836 | 0.17% | 0.18% | 395 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 25,371 | 835 | 0.05% | 0.05% | 396 | -35 | -0.14% | Q1 2026 | Apr 27, 2026 |
| WLTH Capital Management, LLC | History | Reduced | 25,065 | 825 | 0.65% | 0.68% | 397 | -30 | -0.12% | Q1 2026 | Apr 10, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 24,611 | 810 | 0.19% | 0.18% | 398 | +284 | 1.17% | Q1 2026 | Apr 28, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 24,555 | 809 | 0.6% | 0.58% | 399 | -143 | -0.58% | Q1 2026 | Apr 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 24,411 | 804 | 0.01% | 0.01% | 400 | -864 | -3.42% | Q1 2026 | May 15, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Added to | 24,242 | 798 | 0.37% | 2.73% | 401 | +3,511 | 16.94% | Q1 2026 | Apr 15, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 24,238 | 798 | 0.15% | 0.16% | 402 | -54 | -0.22% | Q1 2026 | Apr 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 24,199 | 797 | 0.01% | 0.01% | 403 | +13,736 | 131.28% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 24,135 | 795 | 0.01% | 0.01% | 404 | -5,695 | -19.09% | Q1 2026 | May 13, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 24,077 | 793 | 0.06% | 0.04% | 405 | +10,964 | 83.61% | Q1 2026 | May 01, 2026 |
| Sigma Planning Corp | History | Reduced | 23,995 | 790 | 0.02% | 0.02% | 406 | -1,403 | -5.52% | Q1 2026 | May 04, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 23,899 | 787 | 0.54% | 0.59% | 407 | -3,186 | -11.76% | Q1 2026 | May 04, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 23,792 | 783 | 0.03% | 0.03% | 408 | -348 | -1.44% | Q1 2026 | May 14, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | No change | 23,753 | 782 | 0.14% | 0.15% | 409 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 23,334 | 768 | 0.09% | 0.09% | 410 | -154 | -0.66% | Q1 2026 | Apr 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 23,119 | 761 | 0.02% | 0.02% | 411 | -90 | -0.39% | Q1 2026 | May 13, 2026 |
| MCF Advisors LLC | History | No change | 22,695 | 747 | 0.03% | 0.04% | 412 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| COMMERCE BANK | History | No change | 22,663 | 746 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Aspen Investment Management Inc | History | Added to | 22,497 | 741 | 0.23% | 0.22% | 415 | +499 | 2.27% | Q1 2026 | Apr 15, 2026 |
| Asset Dedication, LLC | History | No change | 22,633 | 741 | 0.05% | 0.05% | 414 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 22,445 | 739 | 0.31% | 0.4% | 416 | -6,342 | -22.03% | Q1 2026 | May 15, 2026 |
| Avant Financial Advisors LLC | History | Added to | 22,334 | 735 | 0.52% | 0.49% | 417 | +1,485 | 7.12% | Q1 2026 | Apr 23, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 22,044 | 721 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FC Advisory LLC | History | Added to | 21,826 | 719 | 0.21% | 0.21% | 419 | +13 | 0.06% | Q1 2026 | Apr 14, 2026 |
| Parsonex Advisory Services, Inc. | History | Reduced | 21,665 | 713 | 0.7% | 0.49% | 420 | -1,829 | -7.78% | Q1 2026 | May 12, 2026 |
| Falcon Wealth Planning | History | Added to | 21,496 | 708 | 0.05% | 0.05% | 421 | +1,599 | 8.04% | Q1 2026 | Apr 20, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 21,011 | 692 | 0.04% | 0.06% | 422 | -11,328 | -35.03% | Q1 2026 | Apr 30, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 20,963 | 690 | 0.01% | 0.02% | 423 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Balefire, LLC | History | Added to | 20,890 | 688 | 0.13% | 0.13% | 424 | +802 | 3.99% | Q1 2026 | May 07, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 20,703 | 682 | 0.04% | 0.03% | 425 | +6,020 | 41.0% | Q1 2026 | May 15, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 20,830 | 682 | 0.43% | 0.43% | 426 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 20,463 | 674 | 0.39% | 0.38% | 427 | -206 | -1.0% | Q1 2026 | Apr 22, 2026 |
| BCWM, LLC | History | Reduced | 20,361 | 670 | 0.19% | 0.22% | 428 | -1,615 | -7.35% | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | Added to | 18,553 | 667 | 0.01% | 0.01% | 429 | +1,930 | 11.61% | Q1 2026 | Apr 20, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Reduced | 18,212 | 653 | 0.61% | 0.64% | 430 | -360 | -1.94% | Q1 2026 | Apr 27, 2026 |
| Directional Asset Management | History | No change | 19,813 | 652 | 0.6% | 0.57% | 431 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Summit Financial, LLC | History | Reduced | 19,718 | 649 | 0.01% | 0.01% | 432 | -1,013 | -4.89% | Q1 2026 | May 15, 2026 |
| Worth Asset Management, LLC | History | Added to | 19,660 | 647 | 0.24% | 0.24% | 433 | +2,188 | 12.52% | Q1 2026 | Apr 17, 2026 |
| Fiduciary Alliance LLC | History | New | 18,269 | 645 | 0.04% | — | 435 | +18,269 | New | Q1 2026 | Apr 20, 2026 |
| HORAN Wealth, LLC | History | Added to | 19,597 | 645 | 0.06% | 0.09% | 434 | +1,470 | 8.11% | Q1 2026 | May 08, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | Reduced | 19,563 | 644 | 0.11% | 0.13% | 436 | -5,768 | -22.77% | Q1 2026 | Apr 13, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 19,525 | 642 | 0.04% | 0.04% | 437 | -1,565 | -7.42% | Q1 2026 | Apr 07, 2026 |
| IF Advisors, LLC | History | Reduced | 19,402 | 639 | 0.45% | 0.52% | 438 | -1 | -0.01% | Q1 2026 | May 13, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 19,266 | 634 | 0.28% | 0.45% | 439 | -12,769 | -39.86% | Q1 2026 | May 05, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 19,233 | 633 | 0.13% | 0.13% | 440 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Added to | 19,199 | 632 | 0.19% | 0.18% | 441 | +1,385 | 7.77% | Q1 2026 | Apr 13, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 19,093 | 629 | 0.06% | 0.06% | 442 | +3,653 | 23.66% | Q1 2026 | May 12, 2026 |
| Fisher Asset Management, LLC | History | Added to | 18,797 | 619 | 0.0% | 0.0% | 443 | +10,745 | 133.45% | Q1 2026 | May 05, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 18,753 | 617 | 0.01% | 0.01% | 444 | +1,542 | 8.96% | Q1 2026 | Apr 15, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 18,663 | 614 | 0.1% | 0.11% | 445 | -732 | -3.77% | Q1 2026 | May 01, 2026 |
| Wealthfront Advisers LLC | History | Added to | 18,336 | 604 | 0.0% | 0.0% | 446 | +973 | 5.6% | Q1 2026 | May 05, 2026 |
| PDS Planning, Inc | History | Added to | 18,288 | 602 | 0.04% | 0.04% | 447 | +216 | 1.2% | Q1 2026 | Apr 21, 2026 |
| Rothschild Wealth LLC | History | Reduced | 18,072 | 595 | 0.05% | 0.06% | 448 | -1,042 | -5.45% | Q1 2026 | May 06, 2026 |
| Orographic Financial Advisors, LLC | History | New | 18,048 | 594 | 0.42% | — | 450 | +18,048 | New | Q1 2026 | May 19, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 18,054 | 594 | 0.08% | 0.08% | 449 | +574 | 3.28% | Q1 2026 | Apr 07, 2026 |
| United Advisor Group, LLC | History | Added to | 17,997 | 592 | 0.07% | 0.06% | 451 | +3,281 | 22.3% | Q1 2026 | Apr 17, 2026 |
| Sachetta, LLC | History | Reduced | 17,976 | 592 | 0.32% | 0.32% | 452 | -65 | -0.36% | Q1 2026 | May 01, 2026 |
| Evensky & Katz LLC | History | Reduced | 17,854 | 588 | 0.03% | 0.04% | 453 | -2,110 | -10.57% | Q1 2026 | Apr 22, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 17,826 | 587 | 0.55% | — | 455 | +17,826 | New | Q1 2026 | May 14, 2026 |
| BWM Planning, LLC | History | No change | 17,828 | 587 | 0.15% | 0.16% | 454 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Elser Financial Planning, Inc | History | Reduced | 17,821 | 581 | 0.03% | 0.46% | 456 | -1,553 | -8.02% | Q1 2026 | Apr 15, 2026 |
| Capital Planning LLC | History | Added to | 17,630 | 580 | 0.19% | 0.11% | 457 | +6,220 | 54.51% | Q1 2026 | Apr 29, 2026 |
| Coastwise Capital Group, LLC | History | Reduced | 17,408 | 573 | 0.32% | 0.3% | 458 | -946 | -5.15% | Q1 2026 | May 07, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 17,358 | 571 | 0.04% | 0.07% | 459 | -17,864 | -50.72% | Q1 2026 | May 20, 2026 |
| Argos Wealth Advisors, LLC | History | Reduced | 17,273 | 569 | 0.16% | 0.24% | 460 | -10,512 | -37.83% | Q1 2026 | Apr 27, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 17,178 | 566 | 0.26% | 0.28% | 461 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 17,065 | 562 | 0.12% | 0.12% | 462 | -108 | -0.63% | Q1 2026 | May 05, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 17,011 | 560 | 0.15% | 0.15% | 463 | +66 | 0.39% | Q1 2026 | Apr 14, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 16,845 | 555 | 0.03% | 0.04% | 464 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Victrix Investment Advisors | History | Added to | 16,790 | 553 | 0.2% | 0.2% | 465 | +1,212 | 7.78% | Q1 2026 | Apr 09, 2026 |
| One Capital Management, LLC | History | Added to | 16,770 | 552 | 0.02% | 0.02% | 466 | +1,175 | 7.53% | Q1 2026 | May 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 16,714 | 550 | 0.08% | 0.08% | 467 | -141 | -0.84% | Q1 2026 | May 11, 2026 |
| Modus Advisors, LLC | History | No change | 16,703 | 550 | 0.15% | 0.14% | 468 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Added to | 16,645 | 548 | 0.18% | 0.18% | 469 | +187 | 1.14% | Q1 2026 | Apr 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 16,626 | 547 | 0.0% | 0.0% | 470 | -526 | -3.07% | Q1 2026 | May 15, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 16,395 | 540 | 0.02% | 0.02% | 471 | -117 | -0.71% | Q1 2026 | Apr 09, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 16,309 | 537 | 0.18% | 0.17% | 472 | +1,150 | 7.59% | Q1 2026 | Apr 24, 2026 |
| NorthRock Partners, LLC | History | Reduced | 16,285 | 536 | 0.01% | 0.01% | 473 | -2,212 | -11.96% | Q1 2026 | May 15, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 16,202 | 533 | 0.11% | 0.5% | 474 | -56,788 | -77.8% | Q1 2026 | May 08, 2026 |
| Blossom Wealth Management | History | New | 16,186 | 533 | 0.79% | — | 475 | +16,186 | New | Q1 2026 | Apr 28, 2026 |
| National Wealth Management Group, LLC | History | New | 16,111 | 530 | 0.2% | — | 477 | +16,111 | New | Q1 2026 | May 11, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 16,107 | 530 | 0.35% | 0.35% | 476 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Laraway Financial Advisors Inc | History | Reduced | 15,969 | 526 | 0.37% | 0.37% | 478 | -1,179 | -6.88% | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 15,914 | 524 | 0.0% | 0.0% | 479 | +1,693 | 11.9% | Q1 2026 | May 14, 2026 |
| SFMG, LLC | History | No change | 15,858 | 522 | 0.04% | 0.03% | 480 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 15,806 | 520 | 0.03% | 0.01% | 481 | +7,575 | 92.03% | Q1 2026 | Apr 28, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 15,810 | 520 | 0.02% | 0.03% | 482 | -2,255 | -12.48% | Q1 2026 | May 07, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 15,669 | 516 | 0.05% | 0.06% | 483 | -1,497 | -8.72% | Q1 2026 | May 08, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 14,421 | 509 | 0.03% | 0.03% | 484 | -222 | -1.52% | Q1 2026 | Apr 22, 2026 |
| Red Door Wealth Management, LLC | History | No change | 15,360 | 506 | 0.05% | 0.05% | 485 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CHOREO, LLC | History | Reduced | 15,300 | 504 | 0.01% | 0.01% | 486 | -918 | -5.66% | Q1 2026 | May 12, 2026 |
| Oldfather Financial Services, LLC | History | No change | 15,400 | 504 | 0.15% | 0.15% | 487 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| OFS Enterprise LLC | History | New | 15,247 | 502 | 0.15% | — | 488 | +15,247 | New | Q1 2026 | Apr 09, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 15,020 | 494 | 0.15% | 0.15% | 489 | -215 | -1.41% | Q1 2026 | May 06, 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | History | Added to | 14,953 | 492 | 0.45% | 0.43% | 490 | +795 | 5.62% | Q1 2026 | Apr 21, 2026 |
| Strive Financial Group ,LLC | History | Added to | 14,889 | 491 | 0.26% | 0.21% | 491 | +2,867 | 23.85% | Q1 2026 | May 15, 2026 |
| Abound Wealth Management | History | Added to | 14,870 | 489 | 0.11% | 0.11% | 492 | +319 | 2.19% | Q1 2026 | Apr 10, 2026 |
| SEEDS INVESTOR LLC | History | New | 13,791 | 487 | 0.07% | — | 493 | +13,791 | New | Q1 2026 | May 11, 2026 |
| SACHEM HILL LLC | History | Reduced | 14,731 | 485 | 0.09% | 0.09% | 494 | -162 | -1.09% | Q1 2026 | May 13, 2026 |
| CDKV HOLDINGS LLC | History | Added to | 14,625 | 481 | 0.42% | 0.34% | 497 | +2,078 | 16.56% | Q1 2026 | May 01, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 14,603 | 481 | 0.05% | 0.05% | 496 | -198 | -1.34% | Q1 2026 | May 11, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 14,622 | 481 | 0.01% | 0.01% | 495 | +123 | 0.85% | Q1 2026 | Apr 29, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 14,506 | 479 | 0.01% | 0.01% | 498 | -1,988 | -12.05% | Q1 2026 | May 14, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 14,478 | 477 | 0.05% | 0.05% | 499 | -53 | -0.36% | Q1 2026 | Apr 16, 2026 |
| Smart Portfolios, LLC | History | Reduced | 14,420 | 475 | 0.47% | 0.47% | 500 | -75 | -0.52% | Q1 2026 | May 01, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 14,400 | 474 | 0.12% | 0.12% | 501 | -132 | -0.91% | Q1 2026 | Apr 15, 2026 |
| LOM Asset Management Ltd | History | Added to | 14,335 | 472 | 0.14% | 0.11% | 502 | +2,935 | 25.75% | Q1 2026 | May 05, 2026 |
| Livet Wealth, LLC | History | Reduced | 14,302 | 471 | 0.3% | 0.29% | 503 | -41 | -0.29% | Q1 2026 | Apr 24, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 14,280 | 470 | 0.02% | 0.02% | 504 | +60 | 0.42% | Q1 2026 | May 06, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 14,243 | 469 | 0.03% | 0.02% | 505 | -16 | -0.11% | Q1 2026 | May 14, 2026 |
| Zhang Financial LLC | History | Added to | 14,142 | 465 | 0.02% | 0.01% | 506 | +6,560 | 86.52% | Q1 2026 | May 06, 2026 |
| Facet Wealth, Inc. | History | Added to | 14,105 | 464 | 0.01% | 0.01% | 507 | +5,159 | 57.67% | Q1 2026 | May 07, 2026 |
| Lido Advisors, LLC | History | Reduced | 14,043 | 462 | 0.0% | 0.0% | 508 | -1,827 | -11.51% | Q1 2026 | May 13, 2026 |
| Geometric Wealth Advisors | History | Added to | 14,026 | 462 | 0.06% | 0.06% | 509 | +846 | 6.42% | Q1 2026 | May 13, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 13,953 | 460 | 0.02% | 0.03% | 510 | -1,977 | -12.41% | Q1 2026 | Apr 21, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 13,947 | 459 | 0.01% | 0.02% | 511 | -309 | -2.17% | Q1 2026 | May 04, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 14,014 | 458 | 0.02% | 0.02% | 512 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Gambit Capital Management, LLC | History | Reduced | 13,872 | 457 | 0.31% | 0.38% | 513 | -2,411 | -14.81% | Q1 2026 | May 14, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 13,898 | 457 | 0.44% | 0.45% | 514 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 13,768 | 453 | 0.15% | 0.16% | 515 | -302 | -2.15% | Q1 2026 | May 04, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 13,602 | 448 | 0.02% | 0.03% | 516 | -643 | -4.51% | Q1 2026 | Apr 08, 2026 |
| NICOLET BANKSHARES INC | History | Reduced | 13,592 | 447 | 0.02% | 0.08% | 517 | -1,500 | -9.94% | Q1 2026 | May 14, 2026 |
| Portside Wealth Group, LLC | History | New | 13,563 | 446 | 0.06% | — | 518 | +13,563 | New | Q1 2026 | May 12, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 13,446 | 443 | 0.03% | 0.03% | 519 | -1,284 | -8.72% | Q1 2026 | May 13, 2026 |
| Daybright Advisory Services, Inc. | History | New | 13,299 | 438 | 0.12% | — | 521 | +13,299 | New | Q1 2026 | May 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 13,294 | 438 | 0.02% | 0.02% | 520 | +255 | 1.96% | Q1 2026 | Apr 17, 2026 |
| &PARTNERS | History | Added to | 13,254 | 436 | 0.0% | 0.0% | 522 | +6,882 | 108.0% | Q1 2026 | May 15, 2026 |
| VAN STRUM & TOWNE INC. | History | Added to | 13,261 | 436 | 0.13% | 0.11% | 523 | +710 | 5.66% | Q1 2026 | May 07, 2026 |
| Yoffe Investment Management, LLC | History | No change | 13,228 | 435 | 0.56% | 0.55% | 524 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PFG Advisors | History | Reduced | 13,146 | 433 | 0.02% | 0.02% | 525 | -156 | -1.17% | Q1 2026 | May 05, 2026 |
| Pflug Koory, LLC | History | Added to | 13,105 | 431 | 0.2% | 0.2% | 526 | +105 | 0.81% | Q1 2026 | Apr 21, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 12,780 | 421 | 0.2% | 0.19% | 527 | +528 | 4.31% | Q1 2026 | Apr 08, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 12,733 | 419 | 0.09% | 0.09% | 528 | +62 | 0.49% | Q1 2026 | Apr 20, 2026 |
| SWS Partners | History | Reduced | 12,707 | 418 | 0.1% | 0.1% | 529 | -274 | -2.11% | Q1 2026 | Apr 21, 2026 |
| Sunesis Advisors, LLC | History | No change | 12,698 | 418 | 0.19% | 0.19% | 530 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Apeiron RIA LLC | History | Reduced | 12,684 | 417 | 0.1% | 0.09% | 531 | -116 | -0.91% | Q1 2026 | Apr 27, 2026 |
| Cooke Wealth Management, LLC | History | Reduced | 12,488 | 411 | 0.36% | 0.4% | 533 | -827 | -6.21% | Q1 2026 | Apr 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 12,455 | 411 | 0.03% | 0.03% | 532 | -36 | -0.29% | Q1 2026 | May 01, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 12,378 | 407 | 0.0% | 0.01% | 535 | -20,185 | -61.99% | Q1 2026 | May 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 12,371 | 407 | 0.01% | 0.01% | 534 | +669 | 5.72% | Q1 2026 | May 11, 2026 |
| Ancora Advisors LLC | History | Reduced | 12,344 | 406 | 0.01% | 0.01% | 536 | -65 | -0.52% | Q1 2026 | May 15, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 12,273 | 404 | 0.03% | 0.03% | 537 | +389 | 3.27% | Q1 2026 | Apr 28, 2026 |
| Compound Planning, Inc. | History | Added to | 12,243 | 403 | 0.01% | 0.01% | 538 | +1,169 | 10.56% | Q1 2026 | May 14, 2026 |
| Alteri Wealth LLC | History | Reduced | 12,239 | 403 | 0.13% | 0.14% | 539 | -574 | -4.48% | Q1 2026 | May 06, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 12,214 | 402 | 0.01% | 0.01% | 540 | -111 | -0.9% | Q1 2026 | May 07, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 12,179 | 401 | 0.03% | 0.04% | 541 | -1,470 | -10.77% | Q1 2026 | May 06, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 12,234 | 400 | 0.02% | 0.02% | 542 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 12,133 | 399 | 0.26% | 0.27% | 543 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 11,959 | 394 | 0.05% | 0.05% | 544 | -1,947 | -14.0% | Q1 2026 | May 11, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 11,929 | 393 | 0.06% | 0.06% | 545 | +135 | 1.14% | Q1 2026 | May 11, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 11,910 | 392 | 0.24% | 0.24% | 546 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 11,819 | 389 | 0.18% | 0.19% | 547 | -1,877 | -13.7% | Q1 2026 | Apr 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 11,729 | 386 | 0.0% | — | 549 | +11,729 | New | Q1 2026 | May 12, 2026 |
| ETF Store, Inc. | History | Added to | 11,736 | 386 | 0.38% | 0.32% | 548 | +2,170 | 22.68% | Q1 2026 | Apr 30, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 11,346 | 373 | 0.01% | 0.01% | 550 | -470 | -3.98% | Q1 2026 | Apr 10, 2026 |
| Aspiring Ventures, LLC | History | Reduced | 11,299 | 372 | 0.11% | 0.14% | 551 | -900 | -7.38% | Q1 2026 | May 05, 2026 |
| Front Row Advisors LLC | History | Added to | 11,244 | 370 | 0.13% | 0.11% | 552 | +991 | 9.67% | Q1 2026 | May 19, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 11,219 | 369 | 0.01% | 0.01% | 553 | -514 | -4.38% | Q1 2026 | Apr 27, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 11,172 | 368 | 0.02% | 0.02% | 554 | +274 | 2.51% | Q1 2026 | Apr 09, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 11,151 | 367 | 0.11% | 0.15% | 555 | -4,830 | -30.22% | Q1 2026 | Apr 21, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 11,110 | 366 | 0.01% | 0.0% | 556 | +3,510 | 46.18% | Q1 2026 | Apr 17, 2026 |
| EJMK Ventures LLC | History | Reduced | 11,106 | 365 | 0.2% | 0.33% | 558 | -5,280 | -32.22% | Q1 2026 | Apr 24, 2026 |
| First Growth Capital LLC | History | No change | 11,062 | 365 | 0.33% | 0.35% | 557 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Creegan & Nassoura Financial Group, LLC | History | No change | 11,090 | 363 | 0.24% | 0.24% | 559 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Gilbert & Cook, Inc. | History | No change | 11,030 | 363 | 0.05% | 0.05% | 560 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BSW Wealth Partners | History | Added to | 11,013 | 362 | 0.04% | 0.04% | 561 | +835 | 8.2% | Q1 2026 | Apr 14, 2026 |
| BFSG, LLC | History | Reduced | 10,965 | 361 | 0.03% | 0.04% | 563 | -109 | -0.98% | Q1 2026 | Apr 28, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 10,985 | 361 | 0.01% | 0.01% | 562 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Larson Financial Group LLC | History | Reduced | 10,951 | 360 | 0.01% | 0.02% | 564 | -3,544 | -24.45% | Q1 2026 | May 15, 2026 |
| Private Capital Management, LLC | History | Added to | 10,811 | 356 | 0.04% | 0.03% | 565 | +1,766 | 19.52% | Q1 2026 | May 15, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 10,704 | 352 | 0.11% | 0.11% | 566 | -458 | -4.1% | Q1 2026 | May 19, 2026 |
| Empirical Asset Management, LLC | History | Added to | 10,677 | 351 | 0.09% | 0.1% | 567 | +285 | 2.74% | Q1 2026 | May 11, 2026 |
| Sovran Advisors, LLC | History | Added to | 9,769 | 349 | 0.03% | 0.02% | 569 | +1,408 | 16.84% | Q1 2026 | May 01, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Added to | 10,601 | 349 | 0.15% | 0.15% | 568 | +70 | 0.66% | Q1 2026 | Apr 29, 2026 |
| SHP Wealth Management | History | Reduced | 10,572 | 348 | 0.03% | 0.04% | 571 | -5,772 | -35.32% | Q1 2026 | May 08, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 10,573 | 348 | 0.04% | 0.06% | 570 | -4,006 | -27.48% | Q1 2026 | May 04, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 10,432 | 344 | 0.04% | 0.04% | 572 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 10,416 | 343 | 0.04% | 0.04% | 573 | -31 | -0.3% | Q1 2026 | Apr 28, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 10,405 | 342 | 0.05% | 0.05% | 574 | +536 | 5.43% | Q1 2026 | Apr 09, 2026 |
| Bensler, LLC | History | Reduced | 10,136 | 333 | 0.03% | 0.04% | 576 | -1,523 | -13.06% | Q1 2026 | May 01, 2026 |
| Twele Capital Management, Inc. | History | Added to | 10,117 | 333 | 0.06% | 0.06% | 575 | +41 | 0.41% | Q1 2026 | Apr 07, 2026 |
| Waterford Advisors, LLC | History | Reduced | 11,780 | 331 | 0.1% | 0.16% | 577 | -800 | -6.36% | Q1 2026 | May 15, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 10,073 | 331 | 0.24% | 0.25% | 578 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Reduced | 9,971 | 328 | 0.27% | 0.3% | 579 | -53 | -0.53% | Q1 2026 | May 05, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 9,931 | 327 | 0.1% | 0.1% | 581 | +172 | 1.76% | Q1 2026 | May 05, 2026 |
| Schaeffer Financial LLC | History | No change | 9,944 | 327 | 0.28% | 0.28% | 580 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Trek Financial, LLC | History | New | 9,908 | 326 | 0.02% | — | 583 | +9,908 | New | Q1 2026 | May 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 9,899 | 326 | 0.01% | 0.01% | 582 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Argent Trust Co | History | No change | 9,864 | 325 | 0.01% | 0.01% | 584 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 9,810 | 323 | 0.26% | 0.25% | 585 | +50 | 0.51% | Q1 2026 | Apr 21, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 9,728 | 320 | 0.01% | 0.01% | 586 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 9,699 | 319 | 0.0% | 0.0% | 587 | +719 | 8.01% | Q1 2026 | May 13, 2026 |
| Richardson Capital Management LLC | History | No change | 9,592 | 316 | 0.15% | 0.16% | 588 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 9,456 | 312 | 0.11% | 0.11% | 589 | +7 | 0.07% | Q1 2026 | Apr 08, 2026 |
| Plancorp, LLC | History | Reduced | 8,974 | 310 | 0.01% | 0.01% | 590 | -46 | -0.51% | Q1 2026 | Apr 14, 2026 |
| Downshift Financial, LLC | History | Added to | 8,682 | 306 | 0.16% | 0.18% | 591 | +340 | 4.08% | Q1 2026 | Apr 29, 2026 |
| Triton Financial Group Inc | History | New | 9,258 | 304 | 0.53% | — | 592 | +9,258 | New | Q1 2026 | May 15, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 9,200 | 303 | 0.03% | 0.03% | 593 | -439 | -4.55% | Q1 2026 | Apr 29, 2026 |
| RCW Management, LLC | History | Added to | 9,178 | 302 | 0.31% | 0.3% | 594 | +5 | 0.05% | Q1 2026 | Apr 15, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 9,089 | 299 | 0.02% | 0.01% | 595 | -1,239 | -12.0% | Q1 2026 | Apr 28, 2026 |
| Great Waters Wealth Management | History | Reduced | 9,101 | 299 | 0.03% | 0.03% | 598 | -447 | -4.68% | Q1 2026 | Apr 17, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 9,104 | 299 | 0.12% | 0.12% | 596 | -64 | -0.7% | Q1 2026 | Apr 17, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 9,089 | 299 | 0.02% | 0.02% | 597 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 9,034 | 297 | 0.0% | 0.01% | 599 | -1,334 | -12.87% | Q1 2026 | Apr 07, 2026 |
| DV Trading LLC | History | New | 9,000 | 296 | 0.01% | — | 600 | +9,000 | New | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 8,936 | 294 | 0.01% | — | 601 | +8,936 | New | Q1 2026 | Apr 07, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | Added to | 8,897 | 293 | 0.18% | 0.16% | 602 | +18 | 0.2% | Q1 2026 | May 01, 2026 |
| Guardian Wealth Advisors, LLC | History | Added to | 8,833 | 291 | 0.17% | 0.16% | 603 | +125 | 1.44% | Q1 2026 | May 01, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 8,811 | 290 | 0.01% | 0.01% | 605 | -495 | -5.32% | Q1 2026 | May 13, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 8,803 | 290 | 0.08% | 0.08% | 604 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 8,679 | 285 | 0.02% | — | 607 | +8,679 | New | Q1 2026 | May 12, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 8,675 | 285 | 0.25% | 0.24% | 606 | +531 | 6.52% | Q1 2026 | May 04, 2026 |
| Focused Wealth Management, Inc | History | New | 8,602 | 283 | 0.03% | — | 609 | +8,602 | New | Q1 2026 | Apr 20, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 8,608 | 283 | 0.05% | 0.05% | 608 | -483 | -5.31% | Q1 2026 | Apr 15, 2026 |
| Glaxis Capital Management, LLC | History | No change | 8,588 | 282 | 0.35% | 0.48% | 610 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| American Trust | History | Added to | 8,552 | 281 | 0.02% | 0.02% | 611 | +1,141 | 15.4% | Q1 2026 | May 01, 2026 |
| Factor Wealth Management LTD | History | Added to | 8,547 | 281 | 0.05% | 0.05% | 612 | +1,073 | 14.36% | Q1 2026 | Apr 20, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | Reduced | 8,486 | 280 | 0.0% | 0.0% | 613 | -1,928 | -18.51% | Q1 2026 | May 12, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 8,467 | 279 | 0.04% | 0.05% | 615 | -3,077 | -26.65% | Q1 2026 | Apr 16, 2026 |
| STATE STREET CORP | History | Reduced | 8,486 | 279 | 0.0% | 0.0% | 614 | -1,928 | -18.51% | Q1 2026 | May 15, 2026 |
| Planned Solutions, Inc. | History | Added to | 8,470 | 279 | 0.09% | 0.09% | 616 | +72 | 0.86% | Q1 2026 | Apr 09, 2026 |
| Snider Financial Group | History | Reduced | 8,422 | 277 | 0.08% | 0.09% | 617 | -1,350 | -13.81% | Q1 2026 | Apr 15, 2026 |
| Pine Haven Investment Counsel, Inc | History | Added to | 8,422 | 277 | 0.2% | 0.19% | 618 | +100 | 1.2% | Q1 2026 | Apr 16, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 8,380 | 276 | 0.01% | 0.01% | 619 | -307 | -3.53% | Q1 2026 | Apr 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 8,390 | 276 | 0.0% | 0.0% | 620 | +53 | 0.64% | Q1 2026 | Apr 28, 2026 |
| Flower City Capital | History | No change | 8,388 | 276 | 0.14% | 0.14% | 621 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 8,349 | 275 | 0.0% | 0.0% | 622 | -375 | -4.3% | Q1 2026 | May 01, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 8,324 | 274 | 0.01% | 0.01% | 623 | -464 | -5.28% | Q1 2026 | May 04, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 8,302 | 273 | 0.04% | 0.03% | 624 | +2,000 | 31.74% | Q1 2026 | May 08, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | Reduced | 8,259 | 272 | 0.05% | 0.06% | 625 | -927 | -10.09% | Q1 2026 | Apr 28, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 8,276 | 272 | 0.15% | 0.14% | 626 | +459 | 5.87% | Q1 2026 | May 12, 2026 |
| 71 West Capital Partners | History | New | 8,201 | 270 | 0.01% | — | 627 | +8,201 | New | Q1 2026 | May 06, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 8,164 | 269 | 0.1% | 0.1% | 629 | -570 | -6.53% | Q1 2026 | May 14, 2026 |
| Castleview Partners, LLC | History | Added to | 8,168 | 269 | 0.14% | 0.13% | 628 | +164 | 2.05% | Q1 2026 | May 01, 2026 |
| Integrity Wealth Partners, LLC | History | New | 8,150 | 268 | 0.24% | — | 633 | +8,150 | New | Q1 2026 | Apr 27, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 8,153 | 268 | 0.04% | 0.03% | 632 | +647 | 8.62% | Q1 2026 | Apr 21, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 8,160 | 268 | 0.0% | 0.0% | 630 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 8,150 | 268 | 0.05% | 0.05% | 631 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Reduced | 8,127 | 267 | 0.06% | 0.07% | 634 | -1,165 | -12.54% | Q1 2026 | Apr 10, 2026 |
| Parkshore Wealth Management, Inc. | History | Reduced | 8,129 | 267 | 0.09% | 0.1% | 635 | -270 | -3.21% | Q1 2026 | May 13, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 8,082 | 266 | 0.09% | 0.09% | 636 | -206 | -2.49% | Q1 2026 | Apr 17, 2026 |
| RED REEF ADVISORS LLC | History | Reduced | 8,051 | 265 | 0.28% | 0.27% | 637 | -179 | -2.17% | Q1 2026 | May 12, 2026 |
| Daytona Street Capital LLC | History | Added to | 7,921 | 263 | 0.2% | 0.16% | 638 | +1,516 | 23.67% | Q1 2026 | Apr 10, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 7,974 | 262 | 0.01% | 0.02% | 640 | -2,694 | -25.25% | Q1 2026 | Apr 29, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 7,978 | 262 | 0.02% | 0.02% | 641 | +73 | 0.92% | Q1 2026 | Apr 30, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 7,975 | 262 | 0.08% | 0.08% | 639 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Carnegie Investment Counsel | History | Reduced | 7,939 | 261 | 0.01% | 0.0% | 642 | -89 | -1.11% | Q1 2026 | May 01, 2026 |
| Cordant, Inc. | History | Reduced | 7,907 | 260 | 0.11% | 0.12% | 643 | -505 | -6.0% | Q1 2026 | Apr 13, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 7,822 | 257 | 0.07% | 0.07% | 644 | -189 | -2.36% | Q1 2026 | Apr 22, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 7,665 | 252 | 0.07% | 0.06% | 645 | +853 | 12.52% | Q1 2026 | Apr 22, 2026 |
| Advisory Alpha, LLC | History | Reduced | 7,657 | 252 | 0.01% | 0.01% | 646 | -207 | -2.63% | Q1 2026 | May 14, 2026 |
| SLT Holdings LLC | History | No change | 7,655 | 252 | 0.17% | 0.16% | 647 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Successful Portfolios LLC | History | Added to | 7,676 | 250 | 0.14% | 0.11% | 648 | +1,175 | 18.07% | Q1 2026 | Apr 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 7,506 | 247 | 0.01% | 0.02% | 649 | -1,070 | -12.48% | Q1 2026 | Apr 20, 2026 |
| Berger Financial Group, Inc | History | New | 7,495 | 246 | 0.01% | — | 650 | +7,495 | New | Q1 2026 | Apr 28, 2026 |
| EVOKE WEALTH, LLC | History | New | 7,423 | 244 | 0.0% | — | 651 | +7,423 | New | Q1 2026 | May 14, 2026 |
| Greenline Wealth Management LLC | History | New | 7,371 | 242 | 0.28% | — | 652 | +7,371 | New | Q1 2026 | May 14, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 7,219 | 237 | 0.02% | 0.02% | 653 | +536 | 8.02% | Q1 2026 | Apr 10, 2026 |
| DBK Financial Counsel, LLC | History | No change | 7,249 | 237 | 0.18% | 0.18% | 654 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Global Assets Advisory, LLC | History | New | 9,182 | 235 | 0.07% | — | 657 | +9,182 | New | Q1 2026 | May 01, 2026 |
| UMB Bank, n.a. | History | Added to | 7,146 | 235 | 0.0% | 0.0% | 655 | +4,831 | 208.68% | Q1 2026 | May 11, 2026 |
| Caprock Group, LLC | History | Reduced | 7,151 | 235 | 0.01% | 0.01% | 656 | -300 | -4.03% | Q1 2026 | May 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 7,094 | 233 | 0.01% | 0.01% | 658 | -167 | -2.3% | Q1 2026 | May 07, 2026 |
| RHS Financial, LLC | History | Added to | 7,023 | 231 | 0.11% | 0.11% | 659 | +149 | 2.17% | Q1 2026 | Apr 28, 2026 |
| Liberty Capital Management, Inc. | History | No change | 7,037 | 230 | 0.04% | 0.04% | 660 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Advisor OS, LLC | History | Added to | 6,959 | 229 | 0.02% | 0.02% | 661 | +205 | 3.04% | Q1 2026 | May 07, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 6,915 | 227 | 0.08% | — | 662 | +6,915 | New | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 6,836 | 225 | 0.0% | 0.0% | 663 | -186 | -2.65% | Q1 2026 | May 05, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Added to | 6,776 | 223 | 0.16% | 0.13% | 664 | +775 | 12.91% | Q1 2026 | May 12, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 6,739 | 222 | 0.13% | 0.13% | 667 | -75 | -1.1% | Q1 2026 | Apr 07, 2026 |
| Northwest Bancshares, Inc. | History | No change | 6,767 | 222 | 0.04% | 0.04% | 665 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | No change | 6,754 | 222 | 0.05% | 0.05% | 666 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Elite Life Management LLC | History | New | 6,025 | 221 | 0.28% | — | 671 | +6,025 | New | Q1 2026 | May 11, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 6,711 | 221 | 0.03% | 0.05% | 670 | -2,798 | -29.42% | Q1 2026 | May 05, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 6,737 | 221 | 0.01% | 0.01% | 669 | -566 | -7.75% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 6,713 | 221 | 0.0% | 0.0% | 668 | -73 | -1.08% | Q1 2026 | May 06, 2026 |
| Hamrick Investment Counsel, llc | History | Added to | 6,700 | 220 | 0.12% | 0.0% | 673 | +6,500 | 3250.0% | Q1 2026 | May 11, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 6,694 | 220 | 0.03% | 0.03% | 672 | +9 | 0.13% | Q1 2026 | Apr 09, 2026 |
| Cypress Wealth Services, LLC | History | New | 6,632 | 218 | 0.03% | — | 674 | +6,632 | New | Q1 2026 | Apr 15, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | No change | 6,609 | 217 | 0.03% | 0.03% | 675 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 6,144 | 216 | 0.0% | — | 676 | +6,144 | New | Q1 2026 | May 01, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 6,517 | 215 | 0.01% | 0.01% | 677 | -178 | -2.66% | Q1 2026 | Apr 21, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 6,490 | 213 | 0.06% | 0.06% | 678 | -175 | -2.63% | Q1 2026 | Apr 23, 2026 |
| Sterling Investment Advisors, Ltd. | History | New | 6,445 | 212 | 0.04% | — | 680 | +6,445 | New | Q1 2026 | May 04, 2026 |
| Pacific Point Advisors, LLC | History | Reduced | 6,441 | 212 | 0.11% | 0.12% | 679 | -423 | -6.16% | Q1 2026 | May 04, 2026 |
| Carter Financial Group, INC. | History | Added to | 6,416 | 211 | 0.13% | 0.12% | 681 | +278 | 4.53% | Q1 2026 | Apr 27, 2026 |
| Athena Wealth Management, LLC | History | Reduced | 6,381 | 210 | 0.17% | 0.28% | 685 | -2,324 | -26.7% | Q1 2026 | Apr 17, 2026 |
| WASHINGTON TRUST Co | History | No change | 6,400 | 210 | 0.01% | 0.01% | 682 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 6,400 | 210 | 0.04% | 0.04% | 683 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 6,384 | 210 | 0.01% | 0.01% | 684 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 6,313 | 208 | 0.01% | 0.01% | 686 | -161 | -2.49% | Q1 2026 | May 14, 2026 |
| Carolina Wealth Advisors, LLC | History | Reduced | 6,293 | 207 | 0.09% | 0.1% | 689 | -612 | -8.86% | Q1 2026 | Apr 07, 2026 |
| REDW Wealth LLC | History | No change | 6,284 | 207 | 0.08% | 0.08% | 687 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Radnor Capital Management, LLC | History | No change | 6,305 | 207 | 0.03% | 0.03% | 688 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Pacific Asset Management, LLC | History | No change | 6,312 | 207 | 0.12% | 0.12% | 690 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | New | 6,255 | 206 | 0.01% | — | 692 | +6,255 | New | Q1 2026 | Apr 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 6,279 | 206 | 0.0% | 0.01% | 691 | -1,626 | -20.57% | Q1 2026 | May 11, 2026 |
| CRA Financial Services, LLC | History | No change | 6,231 | 205 | 0.03% | 0.03% | 693 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | No change | 6,200 | 204 | 0.19% | 0.2% | 694 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Reduced | 6,156 | 202 | 0.13% | 0.16% | 695 | -913 | -12.92% | Q1 2026 | Apr 27, 2026 |
| Empowered Funds, LLC | History | New | 6,128 | 201 | 0.0% | — | 697 | +6,128 | New | Q1 2026 | May 14, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 6,128 | 201 | 0.01% | 0.01% | 696 | -594 | -8.84% | Q1 2026 | May 14, 2026 |
| Dunhill Financial, LLC | History | Added to | 6,071 | 200 | 0.05% | 0.0% | 700 | +5,608 | 1211.23% | Q1 2026 | May 06, 2026 |
| CGN Advisors LLC | History | Reduced | 6,074 | 200 | 0.02% | 0.02% | 699 | -114 | -1.84% | Q1 2026 | Apr 13, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 6,098 | 200 | 0.01% | 0.01% | 698 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 5,761 | 189 | 0.03% | 0.03% | 701 | -150 | -2.54% | Q1 2026 | May 06, 2026 |
| VANGUARD ADVISERS INC | History | New | 5,368 | 176 | 0.0% | — | 702 | +5,368 | New | Q1 2026 | May 08, 2026 |
| Dorato Capital Management | History | No change | 5,075 | 174 | 0.13% | 0.13% | 703 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| WFA of San Diego, LLC | History | Reduced | 5,041 | 166 | 0.13% | 0.13% | 704 | -281 | -5.28% | Q1 2026 | May 11, 2026 |
| Versant Capital Management, Inc | History | No change | 5,032 | 165 | 0.02% | 0.02% | 705 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| WealthCollab, LLC | History | Reduced | 4,962 | 163 | 0.07% | 0.09% | 706 | -1,987 | -28.59% | Q1 2026 | May 13, 2026 |
| BIRCHBROOK, INC. | History | No change | 4,966 | 163 | 0.08% | 0.08% | 707 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Evolution Advisers, Inc. | History | Reduced | 4,908 | 161 | 0.07% | 0.08% | 708 | -466 | -8.67% | Q1 2026 | May 01, 2026 |
| Rossby Financial, LCC | History | Reduced | 4,793 | 158 | 0.03% | 0.05% | 709 | -153 | -3.09% | Q1 2026 | May 11, 2026 |
| Arlington Trust Co LLC | History | Reduced | 4,775 | 157 | 0.01% | 0.03% | 710 | -4,286 | -47.3% | Q1 2026 | Apr 08, 2026 |
| BESSEMER GROUP INC | History | No change | 4,607 | 152 | 0.0% | 0.0% | 711 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | Added to | 4,601 | 151 | 0.0% | 0.0% | 712 | +2,309 | 100.74% | Q1 2026 | May 13, 2026 |
| HOWE & RUSLING INC | History | Reduced | 4,574 | 150 | 0.01% | 0.02% | 713 | -5,126 | -52.85% | Q1 2026 | Apr 28, 2026 |
| SouthState Bank Corp | History | Added to | 4,409 | 145 | 0.01% | 0.01% | 714 | +507 | 12.99% | Q1 2026 | May 05, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 4,147 | 136 | 0.04% | 0.04% | 716 | -125 | -2.93% | Q1 2026 | Apr 22, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 4,140 | 136 | 0.0% | 0.0% | 715 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 4,116 | 135 | 0.01% | — | 717 | +4,116 | New | Q1 2026 | May 15, 2026 |
| PETERSON WEALTH MANAGEMENT | History | New | 4,077 | 134 | 0.08% | — | 719 | +4,077 | New | Q1 2026 | May 15, 2026 |
| Crewe Advisors LLC | History | No change | 4,082 | 134 | 0.01% | 0.01% | 718 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 4,000 | 131 | 0.02% | 0.02% | 720 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 3,882 | 127 | 0.2% | — | 722 | +3,882 | New | Q1 2026 | May 04, 2026 |
| New Republic Capital, LLC | History | No change | 3,883 | 127 | 0.04% | 0.03% | 721 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ASSETMARK, INC | History | Added to | 3,749 | 123 | 0.0% | 0.0% | 723 | +260 | 7.45% | Q1 2026 | May 06, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 3,657 | 120 | 0.06% | 0.07% | 724 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | Reduced | 3,554 | 117 | 0.01% | 0.01% | 725 | -533 | -13.04% | Q1 2026 | Apr 24, 2026 |
| Colonial Trust Co / SC | History | No change | 3,500 | 115 | 0.02% | 0.02% | 726 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SIMA Wealth Partners, LLC | History | New | 3,362 | 110 | 0.08% | — | 728 | +3,362 | New | Q1 2026 | May 15, 2026 |
| Piscataqua Savings Bank | History | Added to | 3,356 | 110 | 0.08% | 0.04% | 727 | +1,431 | 74.34% | Q1 2026 | Apr 10, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 3,167 | 104 | 0.01% | 0.01% | 729 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Destiny Wealth Partners, LLC | History | New | 3,120 | 102 | 0.01% | — | 730 | +3,120 | New | Q1 2026 | May 11, 2026 |
| Ascentis Independent Advisors | History | New | 3,066 | 101 | 0.01% | — | 732 | +3,066 | New | Q1 2026 | Apr 28, 2026 |
| Cascades Capital Asset Management, LLC | History | No change | 3,091 | 101 | 0.04% | 0.04% | 731 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 2,994 | 98 | 0.0% | — | 734 | +2,994 | New | Q1 2026 | Apr 27, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 2,984 | 98 | 0.01% | 0.01% | 733 | -411 | -12.11% | Q1 2026 | Apr 15, 2026 |
| Fairway Wealth LLC | History | Added to | 2,955 | 97 | 0.03% | 0.0% | 735 | +2,472 | 511.8% | Q1 2026 | Apr 23, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | New | 2,884 | 95 | 0.07% | — | 736 | +2,884 | New | Q1 2026 | Apr 07, 2026 |
| Newton One Investments LLC | History | No change | 2,764 | 91 | 0.02% | 0.03% | 737 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Smithfield Trust Co | History | No change | 2,665 | 88 | 0.0% | 0.0% | 738 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Parkside Financial Bank & Trust | History | No change | 2,678 | 88 | 0.01% | 0.01% | 739 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 2,699 | 88 | 0.03% | 0.03% | 740 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MeadowBrook Investment Advisors LLC | History | Reduced | 2,655 | 87 | 0.08% | 0.08% | 741 | -175 | -6.18% | Q1 2026 | Apr 22, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 2,631 | 86 | 0.01% | 0.01% | 742 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Vestwell Advisors, LLC | History | New | 2,476 | 81 | 0.02% | — | 743 | +2,476 | New | Q1 2026 | May 18, 2026 |
| Burk Holdings LLC | History | New | 2,429 | 80 | 0.03% | — | 744 | +2,429 | New | Q1 2026 | May 07, 2026 |
| Qube Research & Technologies Ltd | History | New | 2,369 | 78 | 0.0% | — | 745 | +2,369 | New | Q1 2026 | May 15, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 2,371 | 77 | 0.03% | 0.03% | 746 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HM PAYSON & CO | History | Added to | 2,251 | 74 | 0.0% | 0.0% | 747 | +250 | 12.49% | Q1 2026 | Apr 13, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 2,209 | 72 | 0.03% | 0.04% | 749 | +2 | 0.09% | Q1 2026 | May 01, 2026 |
| Glassman Wealth Services | History | No change | 2,197 | 72 | 0.01% | 0.01% | 748 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BAYBAN | History | No change | 2,200 | 72 | 0.06% | 0.06% | 750 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Hurley Capital, LLC | History | No change | 2,107 | 69 | 0.04% | 0.04% | 751 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 2,061 | 67 | 0.0% | 0.0% | 752 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 1,974 | 65 | 0.01% | 0.02% | 753 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Vanguard National Trust Co | History | New | 1,919 | 63 | 0.0% | — | 757 | +1,919 | New | Q1 2026 | May 08, 2026 |
| Western Wealth Management, LLC | History | New | 1,918 | 63 | 0.0% | — | 756 | +1,918 | New | Q1 2026 | May 19, 2026 |
| Triumph Capital Management | History | Added to | 1,940 | 63 | 0.01% | 0.0% | 755 | +1,222 | 170.19% | Q1 2026 | May 13, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 1,939 | 63 | 0.0% | 0.0% | 754 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 1,809 | 59 | 0.0% | — | 758 | +1,809 | New | Q1 2026 | May 14, 2026 |
| NBT BANK N A /NY | History | No change | 1,735 | 57 | 0.0% | 0.0% | 759 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Activest Wealth Management | History | No change | 1,640 | 54 | 0.01% | 0.01% | 760 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Game Plan Financial Advisors, LLC | History | Added to | 1,605 | 52 | 0.02% | 0.02% | 761 | +50 | 3.22% | Q1 2026 | Apr 23, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 1,558 | 51 | 0.0% | 0.0% | 762 | -604 | -27.94% | Q1 2026 | Apr 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,560 | 51 | 0.0% | 0.0% | 763 | -32 | -2.01% | Q1 2026 | May 08, 2026 |
| GS Investments, Inc. | History | No change | 1,535 | 50 | 0.03% | 0.03% | 764 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,505 | 49 | 0.01% | 0.01% | 765 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,431 | 47 | 0.0% | 0.0% | 766 | -164 | -10.28% | Q1 2026 | May 08, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 1,358 | 44 | 0.0% | 0.0% | 767 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,307 | 43 | 0.01% | 0.01% | 768 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Your Advocates Ltd., LLP | History | No change | 1,260 | 41 | 0.01% | 0.01% | 769 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Align Financial, LLC | History | Reduced | 1,235 | 40 | 0.02% | 0.02% | 771 | -39,208 | -96.95% | Q1 2026 | May 08, 2026 |
| GODSEY & GIBB, INC | History | Reduced | 1,220 | 40 | 0.0% | 0.0% | 770 | -135 | -9.96% | Q1 2026 | Apr 20, 2026 |
| Spire Wealth Management | History | Reduced | 1,213 | 39 | 0.0% | 0.0% | 772 | -191 | -13.6% | Q1 2026 | Apr 22, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 1,144 | 37 | 0.01% | 0.01% | 774 | +180 | 18.67% | Q1 2026 | May 07, 2026 |
| HOEY INVESTMENTS, INC | History | Added to | 1,123 | 37 | 0.01% | 0.0% | 773 | +23 | 2.09% | Q1 2026 | Apr 28, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1,098 | 36 | 0.01% | 0.01% | 775 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 1,054 | 35 | 0.02% | 0.03% | 776 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1,067 | 35 | 0.0% | 0.0% | 777 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 1,040 | 34 | 0.0% | 0.0% | 778 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 996 | 32 | 0.02% | — | 779 | +996 | New | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | No change | 937 | 30 | 0.0% | 0.0% | 780 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 891 | 29 | 0.01% | 0.01% | 781 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 871 | 28 | 0.0% | 0.0% | 782 | +3 | 0.35% | Q1 2026 | Apr 21, 2026 |
| Lodestone Wealth Management LLC | History | No change | 852 | 28 | 0.01% | 0.01% | 783 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 780 | 25 | 0.01% | 0.01% | 784 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Blue Trust, Inc. | History | No change | 746 | 24 | 0.0% | 0.0% | 785 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PFS Partners, LLC | History | No change | 739 | 24 | 0.01% | 0.01% | 786 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Cheviot Value Management, LLC | History | Added to | 720 | 23 | 0.0% | 0.0% | 787 | +77 | 11.98% | Q1 2026 | May 12, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 661 | 21 | 0.01% | 0.01% | 788 | +10 | 1.54% | Q1 2026 | Apr 30, 2026 |
| Blume Capital Management, Inc. | History | No change | 613 | 20 | 0.0% | 0.0% | 789 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| JDM Financial Group LLC | History | No change | 617 | 20 | 0.01% | 0.01% | 790 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 602 | 19 | 0.0% | 0.0% | 791 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 592 | 19 | 0.0% | 0.0% | 792 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| True Wealth Design, LLC | History | New | 539 | 17 | 0.0% | — | 793 | +539 | New | Q1 2026 | Apr 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 530 | 17 | 0.0% | — | 794 | +530 | New | Q1 2026 | May 08, 2026 |
| Synergy Investment Management, LLC | History | New | 509 | 16 | 0.01% | — | 797 | +509 | New | Q1 2026 | May 14, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 500 | 16 | 0.01% | 0.01% | 795 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| American Capital Advisory, LLC | History | No change | 515 | 16 | 0.01% | 0.01% | 796 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 466 | 15 | 0.0% | 0.0% | 798 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| PFC CAPITAL GROUP, INC. | History | No change | 479 | 15 | 0.01% | 0.01% | 799 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Gladwyn Financial Advisors, Inc. | History | No change | 464 | 15 | 0.01% | 0.01% | 800 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| True Link Financial Advisors, LLC | History | New | 429 | 14 | 0.0% | — | 804 | +429 | New | Q1 2026 | Apr 29, 2026 |
| Quent Capital, LLC | History | Added to | 425 | 14 | 0.0% | 0.0% | 803 | +359 | 543.94% | Q1 2026 | Apr 28, 2026 |
| Legacy Bridge, LLC | History | No change | 440 | 14 | 0.01% | 0.01% | 801 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Key FInancial Inc | History | No change | 452 | 14 | 0.0% | 0.0% | 802 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 409 | 13 | 0.01% | — | 809 | +409 | New | Q1 2026 | May 14, 2026 |
| Delos Wealth Advisors, LLC | History | New | 400 | 13 | 0.01% | — | 808 | +400 | New | Q1 2026 | May 14, 2026 |
| Friedenthal Financial | History | Added to | 422 | 13 | 0.01% | 0.01% | 805 | +5 | 1.2% | Q1 2026 | Apr 20, 2026 |
| Providence Capital Advisors, LLC | History | No change | 396 | 13 | 0.0% | 0.0% | 806 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Milestone Investment Advisors LLC | History | No change | 423 | 13 | 0.0% | 0.0% | 807 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MOTCO | History | New | 387 | 12 | 0.0% | — | 812 | +387 | New | Q1 2026 | Apr 22, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 391 | 12 | 0.0% | 0.0% | 811 | -8 | -2.01% | Q1 2026 | May 06, 2026 |
| Orion Capital Management LLC | History | No change | 394 | 12 | 0.0% | 0.0% | 810 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wilkerson Advisory Group LLC | History | Reduced | 351 | 11 | 0.0% | 0.01% | 815 | -249 | -41.5% | Q1 2026 | May 08, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 375 | 11 | 0.0% | 0.0% | 813 | -85 | -18.48% | Q1 2026 | May 14, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 345 | 11 | 0.0% | 0.0% | 814 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 319 | 10 | 0.0% | 0.0% | 817 | -339 | -51.52% | Q1 2026 | May 07, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 299 | 10 | 0.0% | 0.0% | 820 | -86 | -22.34% | Q1 2026 | May 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 305 | 10 | 0.0% | 0.0% | 816 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Westside Investment Management, Inc. | History | No change | 323 | 10 | 0.0% | 0.0% | 818 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CNB Bank | History | No change | 318 | 10 | 0.0% | 0.0% | 819 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 326 | 10 | 0.0% | 0.0% | 821 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 280 | 9 | 0.0% | — | 822 | +280 | New | Q1 2026 | May 07, 2026 |
| Horrell Capital Management, Inc. | History | No change | 251 | 8 | 0.0% | 0.0% | 823 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sellwood Investment Partners LLC | History | No change | 269 | 8 | 0.0% | 0.0% | 824 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| REAP Financial Group, LLC | History | Reduced | 226 | 7 | 0.0% | 0.0% | 827 | -438 | -65.96% | Q1 2026 | May 11, 2026 |
| Kozak & Associates, Inc. | History | New | 226 | 7 | 0.0% | — | 828 | +226 | New | Q1 2026 | Apr 14, 2026 |
| Main Street Group, LTD | History | New | 226 | 7 | 0.0% | — | 829 | +226 | New | Q1 2026 | May 06, 2026 |
| Davis Capital Management | History | Reduced | 237 | 7 | 0.0% | 0.01% | 826 | -15 | -5.95% | Q1 2026 | Apr 16, 2026 |
| Tower View Wealth Management LLC | History | No change | 239 | 7 | 0.0% | 0.0% | 825 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SIMPLEX TRADING, LLC | History | New | 201 | 6 | 0.0% | — | 831 | +201 | New | Q1 2026 | May 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 200 | 6 | 0.0% | 0.0% | 830 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 165 | 5 | 0.0% | 0.0% | 832 | -110 | -40.0% | Q1 2026 | May 12, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 165 | 5 | 0.0% | 0.0% | 833 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| First Pacific Financial | History | New | 137 | 4 | 0.0% | — | 836 | +137 | New | Q1 2026 | Apr 23, 2026 |
| Community Bank, N.A. | History | New | 133 | 4 | 0.0% | — | 835 | +133 | New | Q1 2026 | May 12, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | New | 128 | 4 | 0.0% | — | 837 | +128 | New | Q1 2026 | Apr 22, 2026 |
| Archer Investment Corp | History | No change | 145 | 4 | 0.0% | 0.0% | 834 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 121 | 3 | 0.0% | — | 847 | +121 | New | Q1 2026 | May 12, 2026 |
| Scarborough Advisors, LLC | History | New | 101 | 3 | 0.0% | — | 845 | +101 | New | Q1 2026 | May 07, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 102 | 3 | 0.0% | 0.0% | 839 | -100 | -49.5% | Q1 2026 | May 12, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 100 | 3 | 0.0% | — | 846 | +100 | New | Q1 2026 | May 05, 2026 |
| Solstein Capital, LLC | History | Added to | 119 | 3 | 0.0% | — | 841 | +90 | 310.34% | Q1 2026 | May 14, 2026 |
| ATMOS ADVISORY, LLC | History | Reduced | 109 | 3 | 0.0% | 0.0% | 842 | -6 | -5.22% | Q1 2026 | Apr 06, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 100 | 3 | 0.0% | 0.0% | 838 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 120 | 3 | 0.0% | 0.0% | 840 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 92 | 3 | 0.0% | 0.0% | 843 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 111 | 3 | 0.0% | 0.0% | 844 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 71 | 2 | 0.0% | 0.0% | 849 | -3 | -4.05% | Q1 2026 | May 11, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 85 | 2 | 0.0% | 0.0% | 848 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Founders Financial Alliance, LLC | History | No change | 70 | 2 | 0.0% | 0.0% | 850 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 75 | 2 | 0.0% | 0.0% | 851 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 87 | 2 | 0.0% | 0.0% | 852 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| RMG Wealth Management LLC | History | Reduced | 37 | 1 | 0.0% | 5.87% | 858 | -1,458,137 | -100.0% | Q1 2026 | May 14, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 35 | 1 | 0.0% | 0.02% | 862 | -1,242 | -97.26% | Q1 2026 | May 05, 2026 |
| Avion Wealth | History | Reduced | 38 | 1 | 0.0% | 0.01% | 856 | -728 | -95.04% | Q1 2026 | May 01, 2026 |
| Trust Co | History | Reduced | 33 | 1 | 0.0% | 0.0% | 855 | -310 | -90.38% | Q1 2026 | Apr 13, 2026 |
| Financial Freedom, LLC | History | Reduced | 47 | 1 | 0.0% | 0.0% | 861 | -232 | -83.15% | Q1 2026 | Apr 30, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | New | 48 | 1 | 0.0% | — | 864 | +48 | New | Q1 2026 | May 06, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 50 | 1 | 0.0% | — | 860 | +41 | 455.56% | Q1 2026 | Apr 21, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 35 | 1 | 0.0% | — | 865 | +35 | New | Q1 2026 | Apr 16, 2026 |
| Key Capital Management, INC | History | New | 35 | 1 | 0.0% | — | 867 | +35 | New | Q1 2026 | May 07, 2026 |
| Portus Wealth Advisors, LLC | History | New | 32 | 1 | 0.0% | — | 866 | +32 | New | Q1 2026 | Apr 22, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 47 | 1 | 0.0% | 0.0% | 853 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TRUST CO OF VERMONT | History | No change | 33 | 1 | 0.0% | 0.0% | 854 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 857 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 39 | 1 | 0.0% | 0.0% | 859 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 31 | 1 | 0.0% | 0.0% | 863 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -411,908 | -100.0% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -221,427 | -100.0% | Q1 2026 | May 12, 2026 |
| Strategic Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 1.9% | — | -101,832 | -100.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -71,670 | -100.0% | Q1 2026 | May 15, 2026 |
| Opus Capital Group, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -50,524 | -100.0% | Q1 2026 | Apr 30, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -32,784 | -100.0% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,065 | -100.0% | Q1 2026 | May 15, 2026 |
| BIP Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,943 | -100.0% | Q1 2026 | Apr 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,611 | -100.0% | Q1 2026 | Apr 07, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -11,975 | -100.0% | Q1 2026 | May 12, 2026 |
| CacheTech Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -11,964 | -100.0% | Q1 2026 | May 11, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.38% | — | -11,652 | -100.0% | Q1 2026 | Apr 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,635 | -100.0% | Q1 2026 | Apr 23, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,500 | -100.0% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,346 | -100.0% | Q1 2026 | Apr 22, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Closed out | 0 | 0 | — | 0.2% | — | -9,864 | -100.0% | Q1 2026 | May 14, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,651 | -100.0% | Q1 2026 | Apr 27, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Closed out | 0 | 0 | — | 0.02% | — | -6,848 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Ironwood Financial, llc | History | Closed out | 0 | 0 | — | 0.04% | — | -6,349 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Storen Legacy Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,314 | -100.0% | Q1 2026 | Apr 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,410 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Joseph Group Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -1,249 | -100.0% | Q1 2026 | May 08, 2026 |
| GHP Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,091 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 19 | 0 | — | 0.0% | — | -344 | -94.77% | Q1 2026 | May 15, 2026 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -195 | -100.0% | Q1 2026 | Apr 07, 2026 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -134 | -100.0% | Q1 2026 | Apr 06, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q1 2026 | May 04, 2026 |
| McIlrath & Eck, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q1 2026 | May 19, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 30 | 0 | — | — | — | +15 | 100.0% | Q1 2026 | May 12, 2026 |
| Nemes Rush Group LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q1 2026 | Apr 21, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 07, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 15, 2026 |
| Centerpoint Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Wagner Wealth Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NWK Group, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Graney & King, LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |