SCHWAB STRATEGIC TRUST - SCHG
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.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 64,461,584 | 1,877,765 | 0.5% | 0.62% | 1 | +134,381 | 0.21% | Q1 2026 | May 04, 2026 |
| SEI INVESTMENTS CO | History | Added to | 47,564,768 | 1,385,562 | 1.28% | 1.42% | 2 | +3,356,829 | 7.59% | Q1 2026 | May 13, 2026 |
| MATHER GROUP, LLC. | History | Added to | 43,528,965 | 1,267,998 | 12.65% | 14.04% | 3 | +1,718,415 | 4.11% | Q1 2026 | Apr 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 43,506,074 | 1,267,331 | 0.19% | 0.19% | 4 | +5,761,202 | 15.26% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 37,283,856 | 1,086,078 | 0.29% | 0.3% | 5 | +3,117,202 | 9.12% | Q1 2026 | May 06, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 34,105,277 | 993,486 | 2.02% | 2.1% | 6 | +121,045 | 0.36% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 19,764,193 | 575,720 | 0.67% | 0.78% | 7 | -314,399 | -1.57% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 18,201,902 | 530,052 | 0.78% | 0.87% | 8 | -81,051 | -0.44% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 17,955,640 | 523,047 | 0.56% | 0.6% | 9 | +995,373 | 5.87% | Q1 2026 | May 13, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 17,067,494 | 497,176 | 4.21% | 4.48% | 10 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 16,425,833 | 478,558 | 0.11% | 0.13% | 11 | -1,179,221 | -6.7% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 15,826,527 | 461,026 | 0.14% | 0.15% | 12 | +935,593 | 6.28% | Q1 2026 | May 14, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 15,031,527 | 437,868 | 12.02% | 13.59% | 13 | +140,994 | 0.95% | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | Added to | 12,147,955 | 354,001 | 0.39% | 0.25% | 14 | +5,545,704 | 84.0% | Q1 2026 | May 14, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 10,683,794 | 311,070 | 9.56% | 10.19% | 15 | +1,238,208 | 13.11% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 10,146,702 | 295,573 | 0.18% | 0.22% | 16 | -425,361 | -4.02% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 10,007,876 | 291,529 | 0.02% | 0.02% | 17 | +1,461,332 | 17.1% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 9,301,658 | 270,957 | 0.02% | 0.02% | 18 | +480,921 | 5.45% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 9,069,139 | 264,184 | 0.73% | 0.93% | 19 | -2,657,286 | -22.66% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 8,624,426 | 251,229 | 0.27% | 0.3% | 20 | +255,009 | 3.05% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 8,618,176 | 251,047 | 0.05% | 0.04% | 21 | +1,834,243 | 27.04% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 7,905,656 | 222,148 | 0.01% | 0.02% | 22 | -538,332 | -6.38% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 7,482,295 | 217,959 | 2.13% | 2.29% | 23 | +314,046 | 4.38% | Q1 2026 | May 08, 2026 |
| McAdam, LLC | History | Added to | 7,413,124 | 215,944 | 9.73% | 10.83% | 24 | +156,150 | 2.15% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Reduced | 7,205,154 | 209,886 | 0.55% | 0.66% | 25 | -253,458 | -3.4% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 6,701,110 | 195,203 | 1.03% | 0.83% | 26 | +3,061,564 | 84.12% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 6,434,196 | 187,428 | 1.41% | 1.41% | 27 | +704,238 | 12.29% | Q1 2026 | May 12, 2026 |
| RMG Wealth Management LLC | History | Added to | 5,413,826 | 184,773 | 21.33% | 0.01% | 28 | +5,411,459 | 228621.0% | Q1 2026 | May 14, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 5,317,891 | 154,910 | 23.09% | 23.59% | 29 | +395,364 | 8.03% | Q1 2026 | Apr 09, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 4,731,526 | 137,829 | 4.94% | 5.41% | 30 | -30,258 | -0.64% | Q1 2026 | Apr 14, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 4,616,512 | 134,478 | 0.83% | 0.91% | 31 | +55,561 | 1.22% | Q1 2026 | May 15, 2026 |
| Marquette Asset Management, LLC | History | Added to | 4,266,763 | 124,290 | 18.58% | 20.44% | 32 | +22,527 | 0.53% | Q1 2026 | Apr 23, 2026 |
| Krilogy Financial LLC | History | Added to | 3,734,904 | 120,002 | 3.86% | 3.83% | 33 | +269,835 | 7.79% | Q1 2026 | Apr 17, 2026 |
| Golden Reserve Retirement LLC | History | Reduced | 4,061,494 | 118,311 | 24.41% | 24.74% | 34 | -46,059 | -1.12% | Q1 2026 | Apr 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,697,872 | 107,718 | 0.15% | 0.17% | 35 | -162,504 | -4.21% | Q1 2026 | Apr 27, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 3,594,993 | 104,722 | 12.05% | 13.37% | 36 | +112,307 | 3.22% | Q1 2026 | Apr 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 3,515,835 | 102,416 | 0.76% | 0.67% | 37 | +992,474 | 39.33% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 3,413,376 | 99,432 | 0.78% | 1.01% | 38 | -233,241 | -6.4% | Q1 2026 | Apr 07, 2026 |
| Creative Planning | History | Reduced | 3,287,294 | 95,758 | 0.06% | 0.1% | 39 | -927,245 | -22.0% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 3,274,722 | 95,392 | 0.01% | 0.01% | 40 | +486,861 | 17.46% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 3,195,653 | 93,630 | 0.13% | 0.15% | 41 | +130,206 | 4.25% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 3,177,852 | 92,570 | 0.12% | 0.14% | 42 | -58,147 | -1.8% | Q1 2026 | Apr 27, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 3,117,623 | 90,816 | 14.75% | 16.48% | 43 | +20,849 | 0.67% | Q1 2026 | Apr 22, 2026 |
| Lido Advisors, LLC | History | Reduced | 3,114,183 | 90,716 | 0.28% | 0.31% | 44 | -59,779 | -1.88% | Q1 2026 | May 13, 2026 |
| Gemmer Asset Management LLC | History | Added to | 3,072,993 | 89,516 | 7.07% | 6.79% | 45 | +370,659 | 13.72% | Q1 2026 | Apr 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 3,035,398 | 88,421 | 0.17% | 0.18% | 46 | -75,061 | -2.41% | Q1 2026 | May 01, 2026 |
| ASSETMARK, INC | History | Added to | 2,908,879 | 84,735 | 0.17% | 0.19% | 47 | +7,504 | 0.26% | Q1 2026 | May 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 2,907,132 | 84,684 | 0.52% | 0.56% | 48 | +59,169 | 2.08% | Q1 2026 | May 15, 2026 |
| Legacy Financial Strategies, LLC | History | Added to | 2,899,431 | 84,460 | 15.24% | 16.48% | 49 | +46,364 | 1.63% | Q1 2026 | Apr 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 2,896,945 | 84,388 | 0.22% | 0.28% | 50 | -336,062 | -10.39% | Q1 2026 | Apr 30, 2026 |
| Savvy Advisors, Inc. | History | Added to | 2,863,182 | 83,404 | 2.23% | 2.5% | 51 | +492,054 | 20.75% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,848,539 | 82,977 | 0.01% | 0.02% | 52 | +16,795 | 0.59% | Q1 2026 | May 15, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 2,760,523 | 80,414 | 8.94% | 10.17% | 53 | -62,600 | -2.22% | Q1 2026 | May 07, 2026 |
| Berger Financial Group, Inc | History | Added to | 2,597,718 | 75,671 | 4.24% | 4.33% | 54 | +302,290 | 13.17% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 2,375,619 | 69,201 | 0.26% | 0.28% | 55 | +262,702 | 12.43% | Q1 2026 | Apr 30, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 2,359,736 | 68,739 | 3.74% | 4.2% | 56 | +22,911 | 0.98% | Q1 2026 | May 06, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 2,249,354 | 65,523 | 30.96% | 35.12% | 57 | +1,291 | 0.06% | Q1 2026 | May 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 2,184,354 | 63,630 | 0.74% | 0.61% | 58 | +643,908 | 41.8% | Q1 2026 | May 08, 2026 |
| Brio Consultants, LLC | History | Reduced | 1,869,804 | 62,114 | 7.59% | 9.05% | 59 | -265,380 | -12.43% | Q1 2026 | May 06, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 2,129,978 | 62,046 | 3.87% | 4.42% | 60 | +23,716 | 1.13% | Q1 2026 | Apr 27, 2026 |
| MAI Capital Management | History | Reduced | 2,105,558 | 61,334 | 0.35% | 0.42% | 61 | -136,624 | -6.09% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 2,101,630 | 61,220 | 0.06% | 0.06% | 62 | -73,491 | -3.38% | Q1 2026 | May 12, 2026 |
| Compound Planning, Inc. | History | Reduced | 2,024,864 | 58,984 | 1.81% | 2.01% | 63 | -72,953 | -3.48% | Q1 2026 | May 14, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 1,963,406 | 57,194 | 5.51% | 5.85% | 64 | +35,829 | 1.86% | Q1 2026 | May 04, 2026 |
| BIP Wealth, LLC | History | Added to | 1,946,533 | 56,702 | 2.31% | 2.05% | 65 | +167,030 | 9.39% | Q1 2026 | Apr 27, 2026 |
| Charles Schwab Trust Co | History | Added to | 1,924,903 | 56,072 | 3.64% | 3.76% | 66 | +171,681 | 9.79% | Q1 2026 | Apr 10, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 1,870,926 | 54,500 | 7.81% | 8.55% | 67 | +36,103 | 1.97% | Q1 2026 | Apr 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,849,267 | 54,405 | 0.11% | 0.14% | 68 | -1,260,269 | -40.53% | Q1 2026 | Apr 08, 2026 |
| Belpointe Asset Management LLC | History | Added to | 1,864,285 | 54,306 | 1.98% | 2.18% | 69 | +14,364 | 0.78% | Q1 2026 | Apr 28, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 1,661,436 | 54,196 | 4.06% | 4.06% | 70 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 1,847,663 | 53,822 | 0.84% | 1.01% | 71 | +71,551 | 4.03% | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,802,481 | 52,506 | 0.39% | 0.45% | 72 | +70,827 | 4.09% | Q1 2026 | Apr 15, 2026 |
| World Investment Advisors | History | Added to | 1,798,863 | 52,400 | 0.84% | 0.53% | 73 | +795,819 | 79.34% | Q1 2026 | Apr 27, 2026 |
| Midwest Trust Co | History | Added to | 1,796,078 | 52,319 | 0.65% | 0.72% | 74 | +32,222 | 1.83% | Q1 2026 | May 01, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 1,771,579 | 51,606 | 0.37% | 0.44% | 75 | +7,463 | 0.42% | Q1 2026 | Apr 14, 2026 |
| Northern Capital Management, Inc. | History | Added to | 1,761,124 | 51,301 | 25.72% | 30.05% | 76 | +17,751 | 1.02% | Q1 2026 | May 13, 2026 |
| HB Wealth Management, LLC | History | Reduced | 1,737,859 | 50,623 | 0.33% | 0.39% | 77 | -96,859 | -5.28% | Q1 2026 | Apr 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,728,880 | 50,362 | 0.28% | 0.22% | 78 | -223,144 | -11.43% | Q1 2026 | Apr 29, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 1,640,662 | 47,792 | 5.27% | 5.92% | 79 | +31,378 | 1.95% | Q1 2026 | May 14, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 1,632,528 | 47,555 | 16.3% | 17.81% | 80 | +32,902 | 2.06% | Q1 2026 | Apr 01, 2026 |
| TSG Advice Partners, LLC | History | New | 1,631,361 | 47,521 | 7.12% | — | 81 | +1,631,361 | New | Q1 2026 | Apr 24, 2026 |
| XML Financial, LLC | History | Added to | 1,631,157 | 47,515 | 3.83% | 4.0% | 82 | +129,500 | 8.62% | Q1 2026 | Apr 16, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,628,054 | 47,425 | 0.38% | 0.47% | 83 | +415,706 | 34.29% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Reduced | 1,626,488 | 47,379 | 10.91% | 12.35% | 84 | -2,016 | -0.12% | Q1 2026 | Apr 09, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 1,546,872 | 45,060 | 2.25% | 0.76% | 85 | +1,074,695 | 227.6% | Q1 2026 | May 07, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 1,542,593 | 44,935 | 17.24% | — | 86 | +1,542,593 | New | Q1 2026 | Apr 28, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 1,506,784 | 44,517 | 16.52% | 17.62% | 87 | +11,546 | 0.77% | Q1 2026 | May 01, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Reduced | 1,517,439 | 44,202 | 10.55% | 11.74% | 88 | -11,055 | -0.72% | Q1 2026 | May 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,503,123 | 43,785 | 0.04% | 0.02% | 89 | +1,095,000 | 268.3% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 1,474,680 | 42,957 | 0.63% | 0.68% | 90 | +115,579 | 8.5% | Q1 2026 | May 13, 2026 |
| Vestwell Advisors, LLC | History | Added to | 1,467,221 | 42,740 | 11.71% | 6.01% | 91 | +219,329 | 17.58% | Q1 2026 | May 18, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 1,465,074 | 42,677 | 3.04% | 3.64% | 92 | -91,071 | -5.85% | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 1,462,216 | 42,594 | 1.75% | 1.95% | 93 | +7,442 | 0.51% | Q1 2026 | Apr 21, 2026 |
| Summit Asset Management, LLC | History | Added to | 1,443,974 | 42,062 | 5.85% | 6.46% | 94 | +44,950 | 3.21% | Q1 2026 | May 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 1,443,922 | 42,061 | 0.42% | 0.62% | 95 | -114,061 | -7.32% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 1,412,254 | 41,138 | 0.07% | 0.09% | 96 | -56,483 | -3.85% | Q1 2026 | May 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 1,404,940 | 40,925 | 1.82% | 2.1% | 97 | +18,332 | 1.32% | Q1 2026 | May 12, 2026 |
| Goepper Burkhardt LLC | History | Added to | 1,400,063 | 40,783 | 13.63% | 14.61% | 98 | +25,347 | 1.84% | Q1 2026 | May 13, 2026 |
| Advance Capital Management, Inc. | History | Added to | 1,386,232 | 40,380 | 1.53% | 1.65% | 99 | +190,786 | 15.96% | Q1 2026 | Apr 29, 2026 |
| Visionary Wealth Advisors | History | Added to | 1,366,994 | 39,820 | 1.76% | 1.96% | 100 | +35,181 | 2.64% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,399,455 | 39,453 | 0.02% | 0.02% | 101 | +306,567 | 28.05% | Q1 2026 | May 15, 2026 |
| Veery Capital, LLC | History | Added to | 1,350,873 | 39,350 | 12.07% | 13.19% | 102 | +33,142 | 2.52% | Q1 2026 | Apr 09, 2026 |
| Facet Wealth, Inc. | History | Added to | 1,336,716 | 38,938 | 0.67% | 0.61% | 103 | +276,639 | 26.1% | Q1 2026 | May 07, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 1,331,148 | 38,776 | 6.13% | 6.78% | 104 | -84,778 | -5.99% | Q1 2026 | May 05, 2026 |
| Financial Advisors Network, Inc. | History | Added to | 1,320,038 | 38,452 | 5.31% | 5.8% | 105 | +21,915 | 1.69% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,319,737 | 38,443 | 0.06% | 0.06% | 106 | +184,341 | 16.24% | Q1 2026 | May 15, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 1,291,337 | 37,616 | 17.58% | 12.33% | 107 | +502,034 | 63.6% | Q1 2026 | Apr 24, 2026 |
| Provident Wealth Management, LLC | History | Added to | 1,284,540 | 37,418 | 11.32% | 12.38% | 108 | +3,087 | 0.24% | Q1 2026 | Apr 17, 2026 |
| DRAVO BAY LLC | History | Added to | 1,275,433 | 37,153 | 15.09% | 16.45% | 109 | +61,545 | 5.07% | Q1 2026 | May 07, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 1,261,695 | 36,753 | 0.54% | 0.77% | 110 | -303,485 | -19.39% | Q1 2026 | Apr 09, 2026 |
| Black Diamond Financial, LLC | History | Added to | 1,260,173 | 36,708 | 4.01% | 4.03% | 111 | +88,663 | 7.57% | Q1 2026 | May 05, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 1,240,245 | 36,128 | 3.45% | 3.83% | 112 | +25,085 | 2.06% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Added to | 1,237,941 | 36,057 | 0.44% | 0.2% | 113 | +756,586 | 157.18% | Q1 2026 | May 12, 2026 |
| SK Wealth Management, LLC | History | Reduced | 1,180,825 | 34,881 | 9.68% | 10.88% | 114 | -29,902 | -2.47% | Q1 2026 | May 06, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 1,194,047 | 34,782 | 7.5% | 8.12% | 115 | +7,486 | 0.63% | Q1 2026 | May 08, 2026 |
| Mokosak Advisory Group, LLC | History | Added to | 1,190,628 | 34,691 | 8.68% | 9.64% | 116 | +12,667 | 1.08% | Q1 2026 | Apr 28, 2026 |
| NOVEM GROUP | History | Added to | 1,159,380 | 33,772 | 3.87% | 4.24% | 117 | +28,805 | 2.55% | Q1 2026 | Apr 10, 2026 |
| FLC Capital Advisors | History | Added to | 1,146,145 | 33,387 | 5.96% | 6.6% | 118 | +50,399 | 4.6% | Q1 2026 | May 01, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 1,110,191 | 32,339 | 0.26% | 0.31% | 119 | -34,992 | -3.06% | Q1 2026 | May 01, 2026 |
| Serenity Investment Advisors | History | No change | 959,764 | 31,374 | 18.32% | 18.32% | 120 | 0 | 0.0% | Q4 2025 | May 22, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 1,062,326 | 30,945 | 4.0% | 4.51% | 121 | +64,363 | 6.45% | Q1 2026 | Apr 15, 2026 |
| Richardson Capital Management LLC | History | Added to | 1,044,762 | 30,433 | 14.69% | 16.69% | 122 | +25,078 | 2.46% | Q1 2026 | May 12, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 1,042,576 | 30,370 | 3.98% | 4.97% | 123 | +9,424 | 0.91% | Q1 2026 | Apr 28, 2026 |
| CRA Financial Services, LLC | History | Added to | 1,036,437 | 30,191 | 3.92% | 4.31% | 124 | +25,642 | 2.54% | Q1 2026 | Apr 09, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 1,022,063 | 29,772 | 7.19% | 8.01% | 125 | +7,657 | 0.75% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Added to | 1,010,597 | 29,438 | 0.12% | 0.13% | 126 | +38,900 | 4.0% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 1,007,873 | 29,359 | 0.16% | 0.2% | 127 | -67,262 | -6.26% | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 898,757 | 29,317 | 0.52% | 0.52% | 128 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Invst, LLC | History | Reduced | 996,818 | 29,037 | 3.28% | 3.66% | 129 | -36,012 | -3.49% | Q1 2026 | May 13, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 986,830 | 28,746 | 8.42% | 8.34% | 130 | +146,864 | 17.48% | Q1 2026 | Apr 22, 2026 |
| Advisors Capital Management, LLC | History | Added to | 976,312 | 28,439 | 0.33% | 0.26% | 131 | +289,292 | 42.11% | Q1 2026 | May 01, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 974,922 | 28,399 | 0.31% | 0.37% | 132 | -14,783 | -1.49% | Q1 2026 | Apr 20, 2026 |
| VISIONARY HORIZONS, LLC | History | Reduced | 972,092 | 28,317 | 13.95% | 17.73% | 133 | -78,808 | -7.5% | Q1 2026 | Apr 17, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 967,635 | 28,187 | 8.2% | 7.87% | 134 | +92,722 | 10.6% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Added to | 951,494 | 27,717 | 0.57% | 0.69% | 135 | +15,354 | 1.64% | Q1 2026 | Apr 13, 2026 |
| CERTUITY, LLC | History | Added to | 950,742 | 27,695 | 1.82% | 1.52% | 136 | +209,858 | 28.33% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 950,518 | 27,688 | 0.01% | 0.01% | 137 | +318,998 | 50.51% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Reduced | 943,430 | 27,482 | 0.76% | 0.86% | 138 | -34,442 | -3.52% | Q1 2026 | May 04, 2026 |
| Summit Financial, LLC | History | Added to | 938,366 | 27,334 | 0.35% | 0.38% | 139 | +145,401 | 18.34% | Q1 2026 | May 15, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 933,002 | 27,178 | 3.76% | 4.35% | 140 | -22,485 | -2.35% | Q1 2026 | Apr 21, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 932,102 | 27,152 | 0.33% | 0.36% | 141 | -33,201 | -3.44% | Q1 2026 | May 06, 2026 |
| Ignite Planners, LLC | History | Reduced | 930,933 | 27,097 | 4.18% | 4.64% | 142 | -17,328 | -1.83% | Q1 2026 | Apr 17, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 917,392 | 26,723 | 1.8% | 2.01% | 143 | +26,268 | 2.95% | Q1 2026 | May 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 916,903 | 26,709 | 0.54% | 0.61% | 144 | +2,389 | 0.26% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 913,765 | 26,617 | 0.01% | 0.01% | 145 | +73,032 | 8.69% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Reduced | 913,463 | 26,609 | 0.12% | 0.16% | 146 | -118,812 | -11.51% | Q1 2026 | Apr 24, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 910,065 | 26,510 | 0.55% | 0.59% | 147 | +65,326 | 7.73% | Q1 2026 | Apr 27, 2026 |
| Capital Planning LLC | History | Added to | 906,338 | 26,401 | 8.59% | 7.18% | 148 | +117,398 | 14.88% | Q1 2026 | Apr 29, 2026 |
| Garde Capital, Inc. | History | Reduced | 901,340 | 26,256 | 1.57% | 1.77% | 149 | -16,517 | -1.8% | Q1 2026 | Apr 28, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 876,273 | 25,525 | 0.9% | 0.98% | 150 | +22,271 | 2.61% | Q1 2026 | May 06, 2026 |
| Denver PWM, LLC | History | Reduced | 741,376 | 25,295 | 8.69% | 10.53% | 151 | -338,249 | -31.33% | Q1 2026 | May 12, 2026 |
| MOR Wealth Management, LLC | History | Added to | 865,998 | 25,226 | 11.57% | 12.88% | 152 | +1,995 | 0.23% | Q1 2026 | Apr 24, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 865,812 | 25,221 | 1.84% | 2.11% | 153 | -8,558 | -0.98% | Q1 2026 | May 05, 2026 |
| Weaver Capital Management LLC | History | Reduced | 858,729 | 25,014 | 5.43% | 5.99% | 154 | -10,730 | -1.23% | Q1 2026 | Apr 17, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 850,062 | 24,762 | 0.45% | 0.5% | 155 | -981 | -0.12% | Q1 2026 | Apr 10, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 848,721 | 24,723 | 0.8% | 0.72% | 156 | +153,341 | 22.05% | Q1 2026 | Apr 30, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 845,477 | 24,628 | 8.36% | 9.39% | 157 | +14,941 | 1.8% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 842,261 | 24,535 | 0.0% | 0.0% | 158 | +612,905 | 267.23% | Q1 2026 | May 12, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 749,659 | 24,453 | 8.14% | 8.14% | 159 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 835,595 | 24,340 | 1.16% | 1.6% | 160 | -176,800 | -17.46% | Q1 2026 | Apr 28, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Added to | 831,332 | 24,216 | 12.62% | 14.17% | 161 | +39,183 | 4.95% | Q1 2026 | Apr 22, 2026 |
| Steffes Financial, Ltd. | History | Added to | 817,361 | 23,809 | 12.56% | 12.65% | 162 | +74,634 | 10.05% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 726,796 | 23,707 | 0.15% | 0.14% | 163 | +87,802 | 13.74% | Q1 2026 | May 15, 2026 |
| Persium Advisors, LLC | History | Added to | 811,239 | 23,631 | 18.6% | 18.51% | 164 | +24,715 | 3.14% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 758,106 | 22,295 | 0.21% | 0.23% | 165 | +89,488 | 13.38% | Q1 2026 | Apr 07, 2026 |
| SkyOak Wealth, LLC | History | Added to | 760,537 | 22,154 | 4.06% | 4.28% | 166 | +31,081 | 4.26% | Q1 2026 | Apr 30, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 758,117 | 22,083 | 1.36% | 1.15% | 167 | +28,269 | 3.87% | Q1 2026 | Apr 28, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 752,372 | 21,924 | 5.43% | 5.42% | 168 | +17,573 | 2.39% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Reduced | 742,117 | 21,825 | 1.63% | 2.01% | 169 | -88,208 | -10.62% | Q1 2026 | Apr 27, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 668,849 | 21,818 | 5.79% | 5.79% | 170 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Reduced | 747,527 | 21,775 | 10.27% | 12.95% | 171 | -263,541 | -26.07% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | Added to | 747,257 | 21,767 | 0.23% | 0.14% | 172 | +566,148 | 312.6% | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 744,512 | 21,687 | 1.37% | 1.58% | 173 | +17,532 | 2.41% | Q1 2026 | May 15, 2026 |
| DAGCO, INC. | History | Added to | 734,740 | 21,402 | 4.64% | 5.32% | 174 | +29,241 | 4.14% | Q1 2026 | Apr 20, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 732,765 | 21,328 | 12.2% | 13.1% | 175 | +21,853 | 3.07% | Q1 2026 | May 13, 2026 |
| Seek First Inc. | History | Added to | 732,093 | 21,325 | 15.03% | 15.83% | 176 | +28,140 | 4.0% | Q1 2026 | Apr 23, 2026 |
| Harbor Group, Inc. | History | Reduced | 731,089 | 21,296 | 3.08% | 3.6% | 177 | -6,101 | -0.83% | Q1 2026 | Apr 10, 2026 |
| Mutual Advisors, LLC | History | Added to | 721,158 | 21,007 | 0.45% | 0.5% | 178 | +6,464 | 0.9% | Q1 2026 | May 01, 2026 |
| Oasis Advisors, LLC | History | Added to | 15,144,064 | 20,895 | 4.11% | 7.62% | 179 | +14,703,456 | 3337.08% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 713,011 | 20,770 | 0.11% | 0.14% | 180 | -100,172 | -12.32% | Q1 2026 | May 05, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 712,988 | 20,769 | 2.34% | 2.47% | 181 | +64,427 | 9.93% | Q1 2026 | Apr 07, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 708,222 | 20,630 | 0.1% | 0.12% | 182 | -5,778 | -0.81% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 703,835 | 20,492 | 0.32% | 0.34% | 183 | +192,005 | 37.51% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Reduced | 692,148 | 20,162 | 0.1% | 0.13% | 184 | -6,505 | -0.93% | Q1 2026 | May 04, 2026 |
| Souders Financial Advisors | History | Added to | 686,618 | 20,001 | 2.28% | 2.52% | 185 | +13,208 | 1.96% | Q1 2026 | May 04, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 685,032 | 19,954 | 3.4% | 4.64% | 186 | -122,041 | -15.12% | Q1 2026 | Apr 15, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Added to | 684,526 | 19,940 | 8.27% | 8.5% | 187 | +43,131 | 6.72% | Q1 2026 | May 06, 2026 |
| Compass Advisory Group LLC | History | Added to | 681,075 | 19,839 | 5.31% | 1.53% | 188 | +508,011 | 293.54% | Q1 2026 | Apr 21, 2026 |
| Allegheny Financial Group | History | Added to | 668,061 | 19,460 | 2.62% | 3.13% | 189 | +19,306 | 2.98% | Q1 2026 | Apr 16, 2026 |
| CDKV HOLDINGS LLC | History | Reduced | 667,041 | 19,430 | 17.06% | 19.22% | 190 | -37,509 | -5.32% | Q1 2026 | May 01, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Reduced | 662,204 | 19,290 | 7.66% | 8.34% | 191 | -25,899 | -3.76% | Q1 2026 | Apr 14, 2026 |
| Schwallier Wealth Management LLC | History | Added to | 660,428 | 19,238 | 14.05% | 12.44% | 192 | +52,154 | 8.57% | Q1 2026 | May 05, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 598,648 | 19,210 | 1.16% | 1.43% | 193 | -73,892 | -10.99% | Q1 2026 | Apr 20, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 656,440 | 19,122 | 1.11% | 1.28% | 194 | -7,140 | -1.08% | Q1 2026 | Apr 30, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 654,383 | 19,062 | 12.93% | 14.68% | 195 | -31,204 | -4.55% | Q1 2026 | May 07, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Reduced | 648,232 | 18,883 | 2.74% | 3.04% | 196 | -12,489 | -1.89% | Q1 2026 | May 13, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 644,237 | 18,766 | 3.84% | 4.04% | 197 | +26,546 | 4.3% | Q1 2026 | May 05, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | Added to | 642,994 | 18,730 | 11.69% | 8.16% | 198 | +201,216 | 45.55% | Q1 2026 | May 07, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 641,988 | 18,701 | 3.06% | 3.51% | 199 | -50,495 | -7.29% | Q1 2026 | Apr 24, 2026 |
| Meriwether Wealth & Planning, LLC | History | Reduced | 641,955 | 18,700 | 10.24% | 13.28% | 200 | -79,966 | -11.08% | Q1 2026 | Apr 09, 2026 |
| Composition Wealth, LLC | History | Added to | 641,756 | 18,694 | 0.26% | 0.07% | 201 | +492,599 | 330.26% | Q1 2026 | Apr 08, 2026 |
| RKL Wealth Management LLC | History | Reduced | 636,897 | 18,552 | 1.67% | 1.79% | 202 | -30,140 | -4.52% | Q1 2026 | Apr 24, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 632,887 | 18,436 | 2.37% | 2.11% | 203 | +159,260 | 33.63% | Q1 2026 | Apr 27, 2026 |
| Friday Financial | History | Added to | 629,990 | 18,351 | 6.32% | 7.2% | 204 | +4,260 | 0.68% | Q1 2026 | Apr 16, 2026 |
| LCNB CORP | History | Added to | 627,528 | 18,279 | 6.14% | 6.83% | 205 | +2,428 | 0.39% | Q1 2026 | May 11, 2026 |
| Kaizen Financial Strategies | History | Added to | 554,386 | 17,812 | 7.53% | 7.82% | 206 | +10,670 | 1.96% | Q1 2026 | May 01, 2026 |
| Nvest Wealth Strategies, Inc. | History | Added to | 609,120 | 17,743 | 12.42% | 14.06% | 207 | +21,516 | 3.66% | Q1 2026 | Apr 13, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 608,656 | 17,730 | 1.73% | 1.99% | 208 | -13,899 | -2.23% | Q1 2026 | Apr 29, 2026 |
| Bogart Wealth, LLC | History | Added to | 602,548 | 17,552 | 0.68% | 0.73% | 209 | +42,824 | 7.65% | Q1 2026 | Apr 28, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 624,511 | 17,548 | 5.83% | 6.34% | 210 | +34,412 | 5.83% | Q1 2026 | Apr 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 597,767 | 17,412 | 0.43% | 0.51% | 211 | -29,098 | -4.64% | Q1 2026 | Apr 29, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 597,523 | 17,405 | 2.36% | 2.7% | 212 | -1,605 | -0.27% | Q1 2026 | Apr 17, 2026 |
| FMR LLC | History | Added to | 594,175 | 17,308 | 0.0% | 0.0% | 213 | +75,958 | 14.66% | Q1 2026 | May 15, 2026 |
| Code Waechter LLC | History | Added to | 592,508 | 17,259 | 10.26% | 11.53% | 214 | +42,235 | 7.68% | Q1 2026 | Apr 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 590,247 | 17,193 | 0.21% | 0.23% | 215 | +91,285 | 18.29% | Q1 2026 | Apr 23, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | Reduced | 590,204 | 17,192 | 10.5% | 11.26% | 216 | -4,353 | -0.73% | Q1 2026 | Apr 08, 2026 |
| Leo Wealth, LLC | History | Added to | 590,246 | 17,191 | 1.25% | 1.36% | 217 | +16,350 | 2.85% | Q1 2026 | May 05, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 581,951 | 16,952 | 2.37% | 1.51% | 218 | +257,478 | 79.35% | Q1 2026 | Apr 29, 2026 |
| Clark Wealth Partners | History | Reduced | 580,399 | 16,907 | 11.36% | 12.18% | 219 | -32,602 | -5.32% | Q1 2026 | May 11, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 572,404 | 16,674 | 3.32% | 3.61% | 220 | +41,820 | 7.88% | Q1 2026 | Apr 09, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 568,439 | 16,558 | 0.21% | 0.21% | 221 | +85,532 | 17.71% | Q1 2026 | May 11, 2026 |
| Payne Capital Management, LLC | History | Added to | 562,323 | 16,380 | 4.96% | 5.6% | 222 | +18,165 | 3.34% | Q1 2026 | May 08, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 553,451 | 16,122 | 6.04% | 6.76% | 223 | -21,228 | -3.69% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | Added to | 553,365 | 16,119 | 0.21% | 0.24% | 224 | +34,891 | 6.73% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 552,769 | 16,102 | 0.02% | 0.02% | 225 | -12,226 | -2.16% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Reduced | 549,367 | 16,003 | 0.18% | 0.22% | 226 | -43,614 | -7.36% | Q1 2026 | May 05, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 537,292 | 15,651 | 1.67% | 1.81% | 227 | -6,914 | -1.27% | Q1 2026 | Apr 15, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 532,783 | 15,519 | 4.2% | 1.14% | 228 | +424,983 | 394.23% | Q1 2026 | Apr 17, 2026 |
| Alpha Zero LLC | History | Added to | 528,923 | 15,407 | 7.8% | 8.79% | 229 | +35,882 | 7.28% | Q1 2026 | May 07, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 527,127 | 15,355 | 4.03% | 3.77% | 230 | -4,686 | -0.88% | Q1 2026 | May 11, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 526,013 | 15,322 | 1.69% | 1.75% | 231 | +48,587 | 10.18% | Q1 2026 | Apr 15, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 525,036 | 15,294 | 2.27% | 2.63% | 232 | -419,742 | -44.43% | Q1 2026 | Apr 24, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 524,137 | 15,268 | 5.33% | 6.24% | 233 | -48,922 | -8.54% | Q1 2026 | Apr 20, 2026 |
| Quantinno Capital Management LP | History | Added to | 520,220 | 15,154 | 0.03% | 0.02% | 234 | +140,959 | 37.17% | Q1 2026 | May 15, 2026 |
| Team Financial Group, LLC | History | Added to | 516,821 | 15,055 | 6.83% | 7.14% | 235 | +34,331 | 7.12% | Q1 2026 | May 01, 2026 |
| Curbstone Financial Management Corp | History | Added to | 512,255 | 14,921 | 2.85% | 3.16% | 236 | +5,992 | 1.18% | Q1 2026 | Apr 15, 2026 |
| WealthShield Partners, LLC | History | Reduced | 512,233 | 14,921 | 1.66% | 1.86% | 237 | -5,935 | -1.15% | Q1 2026 | May 01, 2026 |
| Systelligence, LLC | History | New | 509,891 | 14,853 | 2.89% | — | 238 | +509,891 | New | Q1 2026 | Apr 21, 2026 |
| Keystone Global Partners, LLC | History | Reduced | 509,770 | 14,849 | 6.59% | 10.03% | 239 | -189,062 | -27.05% | Q1 2026 | Apr 24, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 503,670 | 14,671 | 7.83% | 8.71% | 240 | +15,464 | 3.17% | Q1 2026 | May 08, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 502,007 | 14,623 | 0.95% | 1.12% | 241 | -15,403 | -2.98% | Q1 2026 | May 07, 2026 |
| IFS Advisors, LLC | History | Added to | 500,081 | 14,567 | 7.51% | 8.14% | 242 | +19,568 | 4.07% | Q1 2026 | Apr 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 497,883 | 14,503 | 0.28% | 0.32% | 243 | +6,083 | 1.24% | Q1 2026 | Apr 14, 2026 |
| One Capital Management, LLC | History | Added to | 486,711 | 14,177 | 0.39% | 0.41% | 244 | +67,332 | 16.06% | Q1 2026 | May 12, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 484,244 | 14,106 | 2.49% | 2.76% | 245 | +17,440 | 3.74% | Q1 2026 | Apr 20, 2026 |
| Clay Northam Wealth Management, LLC | History | Added to | 483,898 | 14,095 | 7.91% | 8.73% | 246 | +2,232 | 0.46% | Q1 2026 | Apr 28, 2026 |
| ProVise Management Group, LLC | History | Reduced | 478,182 | 13,929 | 1.0% | 1.14% | 247 | -12,909 | -2.63% | Q1 2026 | May 06, 2026 |
| Avior Wealth Management, LLC | History | Added to | 477,240 | 13,901 | 0.39% | 0.17% | 248 | +311,810 | 188.48% | Q1 2026 | Apr 09, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Added to | 473,498 | 13,793 | 8.78% | 9.46% | 249 | +6,545 | 1.4% | Q1 2026 | Apr 23, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 473,062 | 13,780 | 0.52% | 0.56% | 250 | -467 | -0.1% | Q1 2026 | May 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 466,201 | 13,580 | 0.08% | 0.09% | 251 | +22,586 | 5.09% | Q1 2026 | May 05, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 465,888 | 13,571 | 0.76% | 0.95% | 252 | +221,361 | 90.53% | Q1 2026 | Apr 22, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 462,475 | 13,471 | 6.92% | 7.84% | 253 | +10,935 | 2.42% | Q1 2026 | Apr 21, 2026 |
| DAHRING | CUSMANO LLC | History | Reduced | 461,478 | 13,442 | 8.26% | 12.14% | 254 | -73,504 | -13.74% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 460,404 | 13,411 | 0.02% | 0.02% | 255 | +94,714 | 25.9% | Q1 2026 | May 14, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 459,831 | 13,394 | 0.96% | 1.14% | 256 | -48,168 | -9.48% | Q1 2026 | Apr 10, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 458,707 | 13,362 | 3.84% | 4.54% | 257 | -463 | -0.1% | Q1 2026 | Apr 13, 2026 |
| Martel Wealth Advisors LLC | History | Reduced | 455,431 | 13,266 | 2.26% | 2.58% | 258 | -8,327 | -1.8% | Q1 2026 | May 01, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 450,414 | 13,120 | 2.21% | 2.0% | 259 | +90,230 | 25.05% | Q1 2026 | May 05, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 446,935 | 13,019 | 0.18% | 0.22% | 260 | -22,492 | -4.79% | Q1 2026 | May 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 446,342 | 13,001 | 0.29% | 0.31% | 261 | +27,189 | 6.49% | Q1 2026 | May 15, 2026 |
| Prosperitas Financial LLC | History | Added to | 440,302 | 12,825 | 4.78% | 5.49% | 262 | +7,219 | 1.67% | Q1 2026 | May 15, 2026 |
| Elite Financial, Inc. | History | Reduced | 439,270 | 12,795 | 5.74% | 6.58% | 263 | -4,486 | -1.01% | Q1 2026 | May 12, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 434,601 | 12,659 | 5.43% | 6.06% | 264 | -1,074 | -0.25% | Q1 2026 | Apr 20, 2026 |
| Juno Financial Group LLC | History | Added to | 434,333 | 12,652 | 4.96% | 5.36% | 265 | +24,196 | 5.9% | Q1 2026 | May 06, 2026 |
| CVA Family Office, LLC | History | Added to | 433,488 | 12,627 | 1.33% | 1.51% | 266 | +30,481 | 7.56% | Q1 2026 | Apr 29, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 383,506 | 12,598 | 0.28% | 0.29% | 267 | +24,586 | 6.85% | Q1 2026 | May 04, 2026 |
| Schaeffer Financial LLC | History | Added to | 432,129 | 12,587 | 10.59% | 12.17% | 268 | +4,733 | 1.11% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 430,503 | 12,540 | 0.14% | 0.15% | 269 | +23,969 | 5.9% | Q1 2026 | Apr 28, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 425,210 | 12,386 | 2.2% | 2.47% | 270 | +16,465 | 4.03% | Q1 2026 | Apr 22, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 424,873 | 12,376 | 0.53% | 0.59% | 271 | +11,295 | 2.73% | Q1 2026 | May 11, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 377,469 | 12,313 | 15.63% | — | 272 | +377,469 | New | Q1 2026 | May 07, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 422,617 | 12,310 | 1.6% | 1.73% | 273 | -29,320 | -6.49% | Q1 2026 | Apr 10, 2026 |
| Opes Wealth Management LLC | History | Added to | 419,663 | 12,224 | 2.01% | 2.15% | 274 | +16,151 | 4.0% | Q1 2026 | Apr 28, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 373,683 | 12,189 | 0.79% | 0.79% | 275 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Accel Wealth Management | History | Added to | 411,190 | 11,977 | 3.12% | 3.64% | 276 | +3,729 | 0.92% | Q1 2026 | Apr 08, 2026 |
| Leeward Financial Partners, LLC | History | Added to | 402,761 | 11,732 | 3.49% | 3.69% | 277 | +587 | 0.15% | Q1 2026 | Apr 20, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 401,672 | 11,700 | 1.29% | 1.43% | 278 | +10,289 | 2.63% | Q1 2026 | May 11, 2026 |
| Vista Cima Wealth Management LLC | History | Reduced | 398,745 | 11,615 | 11.47% | 12.93% | 279 | -76,788 | -16.15% | Q1 2026 | May 12, 2026 |
| McCarthy Asset Management, Inc. | History | No change | 354,388 | 11,560 | 6.03% | 6.03% | 280 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GPM Growth Investors, Inc. | History | Added to | 395,795 | 11,529 | 4.85% | 4.96% | 281 | +5,487 | 1.41% | Q1 2026 | Apr 24, 2026 |
| AE Wealth Management LLC | History | Added to | 394,425 | 11,489 | 0.06% | 0.07% | 282 | +42,952 | 12.22% | Q1 2026 | May 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 391,625 | 11,408 | 0.65% | 0.67% | 283 | +48,999 | 14.3% | Q1 2026 | Apr 30, 2026 |
| Storen Legacy Partners, LLC | History | Reduced | 390,790 | 11,383 | 3.57% | 9.6% | 284 | -547,282 | -58.34% | Q1 2026 | Apr 22, 2026 |
| PFG Advisors | History | Reduced | 385,467 | 11,228 | 0.55% | 0.62% | 285 | -5,939 | -1.52% | Q1 2026 | May 05, 2026 |
| Peak Wealth Management LLC | History | Reduced | 382,955 | 11,155 | 9.15% | 11.05% | 286 | -22,358 | -5.52% | Q1 2026 | Apr 14, 2026 |
| Powers Advisory Group, LLC | History | Added to | 382,365 | 11,138 | 3.93% | 4.45% | 287 | +19,866 | 5.48% | Q1 2026 | Apr 21, 2026 |
| Betterment LLC | History | Added to | 379,938 | 11,068 | 0.02% | 0.02% | 288 | +137,416 | 56.66% | Q1 2026 | May 14, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 379,371 | 11,051 | 6.1% | 7.34% | 289 | +25,247 | 7.13% | Q1 2026 | May 11, 2026 |
| TriaGen Wealth Management LLC | History | Reduced | 377,754 | 11,003 | 3.01% | 3.21% | 290 | -2,804 | -0.74% | Q1 2026 | Apr 29, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 377,466 | 10,995 | 4.58% | 4.78% | 291 | +25,098 | 7.12% | Q1 2026 | Apr 15, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Added to | 375,933 | 10,950 | 2.46% | 2.07% | 292 | +93,030 | 32.88% | Q1 2026 | Apr 15, 2026 |
| Ring Mountain Capital, LLC | History | Reduced | 374,622 | 10,913 | 5.97% | 6.22% | 293 | -388 | -0.1% | Q1 2026 | Apr 30, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 372,605 | 10,853 | 1.24% | 1.72% | 294 | -79,271 | -17.54% | Q1 2026 | Apr 15, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 371,318 | 10,816 | 6.89% | 7.64% | 295 | +24,764 | 7.15% | Q1 2026 | Apr 27, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 369,294 | 10,757 | 13.15% | 13.51% | 296 | -16,818 | -4.36% | Q1 2026 | May 05, 2026 |
| Retirement Planning Group, LLC | History | Added to | 367,237 | 10,697 | 0.33% | 0.23% | 297 | +151,904 | 70.54% | Q1 2026 | May 04, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 365,315 | 10,641 | 1.12% | 1.12% | 298 | +50,411 | 16.01% | Q1 2026 | May 04, 2026 |
| Portus Wealth Advisors, LLC | History | Reduced | 365,214 | 10,638 | 10.02% | 12.22% | 299 | -31,861 | -8.02% | Q1 2026 | Apr 22, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 364,977 | 10,631 | 0.13% | 0.14% | 300 | +36,631 | 11.16% | Q1 2026 | May 08, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 364,565 | 10,619 | 8.23% | 9.25% | 301 | -599 | -0.16% | Q1 2026 | Apr 28, 2026 |
| Womack Financial LLC | History | Added to | 363,559 | 10,590 | 7.79% | 8.67% | 302 | +3,545 | 0.98% | Q1 2026 | May 11, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 361,287 | 10,524 | 1.51% | 1.8% | 303 | -15,213 | -4.04% | Q1 2026 | May 13, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 358,136 | 10,432 | 0.89% | 1.11% | 304 | -8,476 | -2.31% | Q1 2026 | Apr 09, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 356,924 | 10,397 | 3.04% | 3.84% | 305 | -45,458 | -11.3% | Q1 2026 | May 07, 2026 |
| THREADGILL FINANCIAL, LLC | History | Added to | 353,427 | 10,295 | 2.99% | 0.09% | 306 | +347,022 | 5417.99% | Q1 2026 | Apr 20, 2026 |
| Certified Advisory Corp | History | Added to | 351,700 | 10,245 | 0.92% | 0.99% | 307 | +19,881 | 5.99% | Q1 2026 | Apr 17, 2026 |
| LVW Advisors, LLC | History | Reduced | 347,439 | 10,120 | 0.96% | 2.36% | 308 | -365,696 | -51.28% | Q1 2026 | Apr 20, 2026 |
| Maridea Wealth Management LLC | History | Added to | 347,320 | 10,117 | 1.47% | 1.65% | 309 | +9,993 | 2.96% | Q1 2026 | Apr 21, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Added to | 346,743 | 10,100 | 4.68% | 0.78% | 310 | +338,895 | 4318.23% | Q1 2026 | Apr 15, 2026 |
| Leo H. Evart, Inc. | History | New | 345,616 | 10,067 | 8.61% | — | 311 | +345,616 | New | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 344,389 | 10,032 | 0.09% | 0.2% | 312 | -507,699 | -59.58% | Q1 2026 | May 13, 2026 |
| Fairway Financial, LLC | History | Added to | 342,888 | 9,988 | 7.59% | 8.41% | 313 | +1,393 | 0.41% | Q1 2026 | May 11, 2026 |
| Bravera Wealth | History | Added to | 342,470 | 9,976 | 4.49% | 4.81% | 314 | +48,247 | 16.4% | Q1 2026 | Apr 22, 2026 |
| May Barnhard Investments LLC | History | Reduced | 341,072 | 9,935 | 4.82% | 5.57% | 315 | -20,162 | -5.58% | Q1 2026 | May 13, 2026 |
| L2 Asset Management, LLC | History | Reduced | 334,666 | 9,748 | 0.93% | 1.48% | 316 | -4,072 | -1.2% | Q1 2026 | May 14, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Reduced | 332,885 | 9,696 | 4.26% | 4.77% | 317 | -1,528 | -0.46% | Q1 2026 | Apr 29, 2026 |
| Everest Financial Group LLC | History | Added to | 332,460 | 9,684 | 1.59% | 1.82% | 318 | +82,622 | 33.07% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 330,041 | 9,614 | 0.0% | 0.0% | 319 | -145,935 | -30.66% | Q1 2026 | May 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 328,264 | 9,562 | 3.17% | 3.6% | 320 | -3,591 | -1.08% | Q1 2026 | Apr 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 327,114 | 9,528 | 0.0% | 0.0% | 321 | +26,953 | 8.98% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 324,210 | 9,444 | 0.04% | 0.03% | 322 | +342 | 0.11% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 322,841 | 9,404 | 0.15% | 0.19% | 323 | -13,642 | -4.05% | Q1 2026 | Apr 22, 2026 |
| Arista Wealth Management, LLC | History | Added to | 321,529 | 9,366 | 1.14% | 0.2% | 324 | +271,038 | 536.8% | Q1 2026 | Apr 30, 2026 |
| Truepoint, Inc. | History | Added to | 321,112 | 9,354 | 0.21% | 0.17% | 325 | +90,008 | 38.95% | Q1 2026 | May 08, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 320,920 | 9,348 | 0.7% | 1.53% | 326 | -314,011 | -49.46% | Q1 2026 | May 04, 2026 |
| MBA Advisors LLC | History | Reduced | 320,196 | 9,327 | 3.58% | 4.27% | 327 | -4,580 | -1.41% | Q1 2026 | Apr 20, 2026 |
| FIDELIS iM, LLC | History | Added to | 320,056 | 9,323 | 3.53% | 3.24% | 328 | +64,011 | 25.0% | Q1 2026 | Apr 29, 2026 |
| Apex Wealth Management, LLC | History | Added to | 319,126 | 9,296 | 6.38% | 5.94% | 329 | +138,283 | 76.47% | Q1 2026 | Apr 15, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 332,688 | 9,283 | 0.22% | 0.23% | 330 | +4,327 | 1.32% | Q1 2026 | May 08, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 284,074 | 9,266 | 2.69% | 2.69% | 331 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MSH Capital Advisors LLC | History | Added to | 317,714 | 9,255 | 1.96% | 2.2% | 332 | +2,039 | 0.65% | Q1 2026 | May 08, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 315,916 | 9,202 | 6.34% | 5.45% | 333 | +74,652 | 30.94% | Q1 2026 | May 07, 2026 |
| Entelevest, LLC | History | Added to | 315,298 | 9,184 | 9.18% | 8.43% | 334 | +57,367 | 22.24% | Q1 2026 | May 04, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 315,015 | 9,176 | 0.38% | 0.43% | 335 | -2,441 | -0.77% | Q1 2026 | Apr 28, 2026 |
| Capital Squared Financial LLC | History | Reduced | 314,496 | 9,161 | 7.0% | 8.01% | 336 | -379 | -0.12% | Q1 2026 | May 01, 2026 |
| Broadleaf Partners, LLC | History | Reduced | 314,143 | 9,150 | 2.13% | 2.82% | 337 | -96,162 | -23.44% | Q1 2026 | May 14, 2026 |
| Polianta Ltd | History | New | 313,300 | 9,126 | 1.21% | — | 338 | +313,300 | New | Q1 2026 | Apr 16, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Added to | 283,851 | 9,120 | 2.5% | 2.65% | 339 | +12,072 | 4.44% | Q1 2026 | Apr 17, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 312,438 | 9,101 | 0.05% | 0.05% | 340 | -2,238 | -0.71% | Q1 2026 | Apr 15, 2026 |
| &PARTNERS | History | Added to | 308,490 | 8,986 | 0.04% | 0.05% | 341 | +11,309 | 3.81% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 308,406 | 8,975 | 0.01% | 0.01% | 342 | +19,755 | 6.84% | Q1 2026 | May 15, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 306,537 | 8,929 | 2.74% | 3.07% | 343 | -1,371 | -0.45% | Q1 2026 | Apr 21, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 317,627 | 8,925 | 0.32% | 0.37% | 344 | +16,685 | 5.54% | Q1 2026 | May 15, 2026 |
| CPWA, LLC | History | New | 261,433 | 8,922 | 10.66% | — | 345 | +261,433 | New | Q1 2026 | May 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 305,265 | 8,894 | 0.09% | 0.1% | 346 | +14,553 | 5.01% | Q1 2026 | May 12, 2026 |
| Royal Fund Management, LLC | History | Reduced | 303,169 | 8,831 | 0.84% | 0.92% | 347 | -8,005 | -2.57% | Q1 2026 | May 19, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 301,188 | 8,774 | 3.01% | 3.39% | 348 | +1,746 | 0.58% | Q1 2026 | Apr 08, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 299,870 | 8,735 | 5.28% | 5.76% | 349 | +3,116 | 1.05% | Q1 2026 | Apr 22, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 292,837 | 8,530 | 1.8% | 1.92% | 350 | +12,956 | 4.63% | Q1 2026 | May 05, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 290,262 | 8,455 | 0.92% | 1.07% | 351 | -9,489 | -3.17% | Q1 2026 | May 12, 2026 |
| Peachtree Investment Partners, LLC | History | Reduced | 288,889 | 8,415 | 3.21% | 5.07% | 352 | -179,141 | -38.28% | Q1 2026 | May 08, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 288,801 | 8,412 | 1.04% | 3.39% | 353 | -609,488 | -67.85% | Q1 2026 | May 13, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 288,764 | 8,411 | 1.18% | 1.31% | 354 | -1,126 | -0.39% | Q1 2026 | Apr 13, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 287,283 | 8,368 | 1.23% | 1.77% | 355 | -7,316 | -2.48% | Q1 2026 | Apr 27, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 256,488 | 8,366 | 1.64% | 1.64% | 356 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| HC Advisors, LLC | History | Added to | 287,141 | 8,364 | 5.6% | 5.73% | 357 | +33,315 | 13.13% | Q1 2026 | May 05, 2026 |
| Cresset Asset Management, LLC | History | Added to | 283,575 | 8,260 | 0.04% | 0.04% | 358 | +1,710 | 0.61% | Q1 2026 | May 15, 2026 |
| New Hampshire Trust | History | Added to | 282,311 | 8,223 | 1.66% | 1.46% | 359 | +52,446 | 22.82% | Q1 2026 | Apr 20, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 282,089 | 8,217 | 1.7% | 2.01% | 360 | -10,321 | -3.53% | Q1 2026 | Apr 23, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 281,497 | 8,200 | 2.39% | 2.55% | 361 | +18,928 | 7.21% | Q1 2026 | Apr 30, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Added to | 279,546 | 8,143 | 6.38% | 7.44% | 362 | +9,341 | 3.46% | Q1 2026 | Apr 09, 2026 |
| Prota Financial, LLC | History | Reduced | 277,933 | 8,096 | 5.87% | 7.41% | 363 | -37,647 | -11.93% | Q1 2026 | Apr 09, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 277,774 | 8,091 | 3.56% | 4.12% | 364 | -17,470 | -5.92% | Q1 2026 | May 05, 2026 |
| Courage Miller Partners, LLC | History | Added to | 275,524 | 8,026 | 2.27% | 2.69% | 365 | +1,566 | 0.57% | Q1 2026 | Apr 24, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 275,202 | 8,016 | 2.01% | 2.32% | 366 | +257 | 0.09% | Q1 2026 | May 07, 2026 |
| CoreCap Advisors, LLC | History | Added to | 271,067 | 7,895 | 0.27% | 0.31% | 367 | +1,636 | 0.61% | Q1 2026 | Apr 07, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 271,021 | 7,894 | 0.2% | 0.19% | 368 | +52,014 | 23.75% | Q1 2026 | Apr 07, 2026 |
| Tenzing Financial LLC | History | Added to | 251,240 | 7,775 | 5.83% | 6.59% | 369 | +2,188 | 0.88% | Q1 2026 | Apr 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 266,212 | 7,754 | 0.24% | 0.26% | 370 | +12,802 | 5.05% | Q1 2026 | Apr 27, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 265,605 | 7,737 | 2.59% | 2.75% | 371 | +11,486 | 4.52% | Q1 2026 | May 05, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 265,590 | 7,736 | 0.3% | 0.32% | 372 | +3,412 | 1.3% | Q1 2026 | May 12, 2026 |
| RCW Management, LLC | History | Added to | 265,472 | 7,733 | 7.93% | 8.65% | 373 | +2,827 | 1.08% | Q1 2026 | Apr 15, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 265,280 | 7,727 | 0.41% | 0.53% | 374 | -101,345 | -27.64% | Q1 2026 | Apr 28, 2026 |
| Arkadios Wealth Advisors | History | Added to | 262,816 | 7,655 | 0.12% | 0.12% | 375 | +72,929 | 38.41% | Q1 2026 | May 18, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 394,525 | 7,600 | 0.35% | 0.08% | 376 | -278,327 | -41.37% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 229,193 | 7,494 | 0.13% | 0.26% | 377 | +58,396 | 34.19% | Q1 2026 | May 01, 2026 |
| Liberty Capital Management, Inc. | History | No change | 229,546 | 7,487 | 1.39% | 1.39% | 378 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 255,846 | 7,452 | 0.35% | 0.27% | 379 | +81,294 | 46.57% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 255,715 | 7,448 | 2.48% | 2.57% | 380 | -281 | -0.11% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 254,923 | 7,425 | 0.27% | 0.08% | 381 | +203,564 | 396.36% | Q1 2026 | May 19, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 254,821 | 7,422 | 0.2% | 0.24% | 382 | -5,061 | -1.95% | Q1 2026 | May 07, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 251,530 | 7,327 | 1.42% | 1.58% | 383 | -2,765 | -1.09% | Q1 2026 | Apr 16, 2026 |
| Brookstone Capital Management | History | Reduced | 250,395 | 7,293 | 0.08% | 0.1% | 384 | -14,143 | -5.35% | Q1 2026 | Apr 16, 2026 |
| MADDEN SECURITIES Corp | History | Added to | 250,075 | 7,284 | 2.19% | 2.48% | 385 | +628 | 0.25% | Q1 2026 | May 05, 2026 |
| Bishop & Co Investment Management, LLC | History | Reduced | 249,284 | 7,261 | 2.49% | 3.24% | 386 | -50,304 | -16.79% | Q1 2026 | Apr 24, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 247,360 | 7,205 | 2.52% | 3.2% | 387 | -6,143 | -2.42% | Q1 2026 | Apr 21, 2026 |
| Game Plan Financial Advisors, LLC | History | Added to | 246,663 | 7,185 | 3.23% | 1.29% | 388 | +127,625 | 107.21% | Q1 2026 | Apr 23, 2026 |
| WPG Advisers, LLC | History | Added to | 246,532 | 7,181 | 5.29% | 5.56% | 389 | +16,932 | 7.37% | Q1 2026 | Apr 29, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 245,760 | 7,158 | 4.75% | 4.79% | 390 | +14,524 | 6.28% | Q1 2026 | Apr 21, 2026 |
| CX Institutional | History | Added to | 243,353 | 7,089 | 0.22% | 0.2% | 391 | +40,083 | 19.72% | Q1 2026 | Apr 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 242,849 | 7,074 | 1.14% | 1.35% | 393 | -61,620 | -20.24% | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Added to | 242,855 | 7,074 | 0.32% | 0.34% | 392 | +12,283 | 5.33% | Q1 2026 | Apr 30, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 241,225 | 7,027 | 1.59% | 1.74% | 394 | +5,968 | 2.54% | Q1 2026 | Apr 20, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 240,843 | 7,015 | 4.56% | 5.11% | 395 | -4,522 | -1.84% | Q1 2026 | May 11, 2026 |
| United Advisor Group, LLC | History | Added to | 236,186 | 6,880 | 0.85% | 0.34% | 396 | +151,503 | 178.91% | Q1 2026 | Apr 17, 2026 |
| RFG Advisory, LLC | History | Reduced | 235,605 | 6,863 | 0.13% | 0.18% | 397 | -50,388 | -17.62% | Q1 2026 | Apr 17, 2026 |
| Westbourne Investment Advisors, Inc. | History | Added to | 235,089 | 6,848 | 2.0% | 2.03% | 398 | +9,430 | 4.18% | Q1 2026 | Apr 28, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 234,741 | 6,837 | 1.63% | 1.88% | 399 | -1,926 | -0.81% | Q1 2026 | May 12, 2026 |
| Latko Wealth Management, Ltd. | History | Added to | 231,060 | 6,730 | 3.28% | 3.13% | 400 | +34,986 | 17.84% | Q1 2026 | Apr 29, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 228,500 | 6,656 | 0.0% | 0.0% | 401 | +96,300 | 72.84% | Q1 2026 | May 15, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 228,148 | 6,645 | 0.65% | 0.67% | 402 | +15,677 | 7.38% | Q1 2026 | May 06, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 227,934 | 6,639 | 0.05% | 0.06% | 403 | -14,276 | -5.89% | Q1 2026 | May 11, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 227,173 | 6,617 | 0.71% | 0.79% | 404 | -2,692 | -1.17% | Q1 2026 | May 13, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 226,289 | 6,591 | 2.36% | 2.7% | 405 | -3,654 | -1.59% | Q1 2026 | May 14, 2026 |
| Gleason Group, Inc. | History | Reduced | 224,776 | 6,547 | 0.65% | 0.72% | 406 | -89 | -0.04% | Q1 2026 | May 04, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 223,439 | 6,508 | 2.56% | 3.11% | 407 | -13,290 | -5.61% | Q1 2026 | Apr 08, 2026 |
| Claro Advisors Inc. | History | Added to | 221,094 | 6,440 | 0.78% | 0.98% | 408 | +189 | 0.09% | Q1 2026 | Apr 21, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 211,471 | 6,439 | 0.36% | 0.41% | 409 | +30 | 0.01% | Q1 2026 | Apr 17, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 220,575 | 6,425 | 0.14% | 0.15% | 410 | +14,719 | 7.15% | Q1 2026 | Apr 07, 2026 |
| Snider Financial Group | History | Reduced | 219,251 | 6,386 | 1.93% | 2.12% | 411 | -24,890 | -10.19% | Q1 2026 | Apr 15, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 217,797 | 6,344 | 3.63% | 6.03% | 412 | -174,812 | -44.53% | Q1 2026 | Apr 14, 2026 |
| NESTEGG ADVISORS, INC. | History | Reduced | 217,256 | 6,328 | 5.56% | 6.11% | 413 | -2,081 | -0.95% | Q1 2026 | Apr 08, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 216,347 | 6,302 | 0.15% | 0.18% | 414 | -9,500 | -4.21% | Q1 2026 | May 15, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 216,035 | 6,293 | 1.32% | 1.51% | 415 | -6,707 | -3.01% | Q1 2026 | Apr 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 189,737 | 6,276 | 0.08% | 0.08% | 416 | -1,247 | -0.65% | Q1 2026 | May 06, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 189,783 | 6,245 | 3.23% | 3.92% | 417 | +5,438 | 2.95% | Q1 2026 | May 18, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 212,152 | 6,179 | 4.29% | 4.68% | 418 | +2,068 | 0.98% | Q1 2026 | May 08, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 211,473 | 6,160 | 0.45% | 0.57% | 419 | -19,363 | -8.39% | Q1 2026 | May 05, 2026 |
| Secure Asset Management, LLC | History | Added to | 211,357 | 6,156 | 0.97% | 0.91% | 420 | +32,344 | 18.07% | Q1 2026 | Apr 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 209,551 | 6,104 | 0.03% | 0.04% | 421 | -600 | -0.29% | Q1 2026 | May 08, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 207,697 | 6,050 | 1.67% | 1.8% | 422 | +1,055 | 0.51% | Q1 2026 | May 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 207,012 | 6,030 | 0.34% | 0.39% | 423 | -2,660 | -1.27% | Q1 2026 | Apr 20, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 206,605 | 6,018 | 2.83% | 3.09% | 424 | -8,381 | -3.9% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 205,700 | 5,992 | 0.11% | 0.11% | 425 | +36,821 | 21.8% | Q1 2026 | May 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 205,041 | 5,972 | 0.36% | 0.43% | 426 | -3,858 | -1.85% | Q1 2026 | Apr 13, 2026 |
| Guardian Financial Partners, LLC | History | Added to | 202,549 | 5,900 | 2.49% | 2.66% | 427 | +9,296 | 4.81% | Q1 2026 | Apr 15, 2026 |
| BlackRock, Inc. | History | Reduced | 200,433 | 5,838 | 0.0% | 0.0% | 428 | -1,583 | -0.78% | Q1 2026 | May 13, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | New | 200,012 | 5,826 | 0.17% | — | 429 | +200,012 | New | Q1 2026 | May 12, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 199,485 | 5,810 | 0.12% | 0.13% | 430 | +65 | 0.03% | Q1 2026 | May 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 198,747 | 5,789 | 0.35% | 0.36% | 431 | +13,562 | 7.32% | Q1 2026 | May 12, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 196,932 | 5,736 | 0.03% | 0.03% | 432 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 195,463 | 5,693 | 0.05% | 0.09% | 433 | -12,970 | -6.22% | Q1 2026 | May 06, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 194,993 | 5,680 | 1.92% | 2.76% | 434 | -75,943 | -28.03% | Q1 2026 | Apr 08, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 193,362 | 5,632 | 0.06% | 0.06% | 435 | +34,372 | 21.62% | Q1 2026 | May 13, 2026 |
| Johnson Financial Group, LLC | History | Added to | 191,790 | 5,586 | 0.37% | 0.11% | 436 | +139,616 | 267.6% | Q1 2026 | May 14, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 191,743 | 5,585 | 1.14% | 1.25% | 437 | +8,918 | 4.88% | Q1 2026 | Apr 20, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 191,069 | 5,565 | 2.4% | 2.48% | 438 | +21,539 | 12.71% | Q1 2026 | Apr 29, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 190,628 | 5,552 | 1.16% | 1.5% | 439 | -15,671 | -7.6% | Q1 2026 | Apr 15, 2026 |
| Rossby Financial, LCC | History | Added to | 187,733 | 5,521 | 1.13% | 0.02% | 440 | +185,473 | 8206.77% | Q1 2026 | May 11, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 186,972 | 5,446 | 0.33% | 0.38% | 441 | -7,091 | -3.65% | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 185,840 | 5,413 | 0.04% | 0.05% | 442 | +972 | 0.53% | Q1 2026 | May 14, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 184,679 | 5,379 | 2.12% | 2.35% | 443 | +5,322 | 2.97% | Q1 2026 | May 11, 2026 |
| Chesapeake Wealth Management | History | Reduced | 184,572 | 5,376 | 1.65% | 1.81% | 444 | -2,076 | -1.11% | Q1 2026 | May 18, 2026 |
| Baird Financial Group, Inc. | History | Added to | 183,833 | 5,355 | 0.01% | 0.01% | 445 | +28,425 | 18.29% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 182,730 | 5,322 | 0.34% | 0.39% | 446 | -1,955 | -1.06% | Q1 2026 | Apr 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 181,585 | 5,290 | 0.25% | 0.25% | 447 | +11,586 | 6.82% | Q1 2026 | May 18, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Added to | 181,270 | 5,280 | 1.94% | 2.01% | 448 | +14,409 | 8.64% | Q1 2026 | May 08, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 180,842 | 5,267 | 0.3% | 0.39% | 449 | -17,838 | -8.98% | Q1 2026 | May 14, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 179,845 | 5,238 | 0.14% | 0.11% | 450 | +55,973 | 45.19% | Q1 2026 | Apr 16, 2026 |
| OneAscent Financial Services LLC | History | Added to | 179,159 | 5,218 | 0.28% | 0.49% | 451 | +15,655 | 9.57% | Q1 2026 | Apr 21, 2026 |
| Uniting Wealth Partners, LLC | History | Added to | 178,752 | 5,207 | 1.11% | 1.42% | 452 | +36,819 | 25.94% | Q1 2026 | Apr 22, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 178,311 | 5,194 | 2.81% | 3.15% | 453 | +401 | 0.23% | Q1 2026 | May 12, 2026 |
| MRWM Advisors, LLC | History | Reduced | 178,174 | 5,190 | 2.81% | 3.13% | 454 | -642 | -0.36% | Q1 2026 | Apr 20, 2026 |
| Plus Group Wealth Advisors LLC | History | Reduced | 178,017 | 5,185 | 5.7% | 6.58% | 455 | -3,746 | -2.06% | Q1 2026 | Apr 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 177,819 | 5,179 | 0.38% | 0.49% | 456 | -41,290 | -18.84% | Q1 2026 | Apr 20, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 176,330 | 5,136 | 0.21% | 0.26% | 457 | -9,052 | -4.88% | Q1 2026 | Apr 29, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 175,080 | 5,100 | 0.12% | 0.19% | 458 | -60,343 | -25.63% | Q1 2026 | May 15, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Reduced | 174,423 | 5,080 | 1.61% | 2.33% | 459 | -39,284 | -18.38% | Q1 2026 | Apr 21, 2026 |
| Dakota Wealth Management | History | Added to | 174,053 | 5,070 | 0.11% | 0.1% | 460 | +1,957 | 1.14% | Q1 2026 | May 07, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 174,033 | 5,069 | 0.16% | 0.18% | 461 | +1,053 | 0.61% | Q1 2026 | Apr 08, 2026 |
| Trek Financial, LLC | History | Added to | 173,916 | 5,066 | 0.27% | 0.32% | 462 | +3,201 | 1.88% | Q1 2026 | May 13, 2026 |
| Marble Wealth, LLC | History | Added to | 173,400 | 5,051 | 0.88% | 0.79% | 463 | +5 | 0.0% | Q1 2026 | May 14, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 172,686 | 5,030 | 1.84% | 1.61% | 464 | +31,814 | 22.58% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 171,654 | 5,000 | 0.01% | 0.01% | 465 | +43,748 | 34.2% | Q1 2026 | Apr 22, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 171,621 | 4,999 | 0.28% | 0.23% | 466 | +43,738 | 34.2% | Q1 2026 | Apr 30, 2026 |
| Wealthfront Advisers LLC | History | Added to | 171,043 | 4,982 | 0.01% | 0.01% | 467 | +12,760 | 8.06% | Q1 2026 | May 05, 2026 |
| Long Island Wealth Management, Inc. | History | Reduced | 170,645 | 4,970 | 2.31% | 2.76% | 468 | -8,450 | -4.72% | Q1 2026 | Apr 21, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 170,576 | 4,968 | 4.18% | 4.54% | 469 | +7,584 | 4.65% | Q1 2026 | Apr 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 170,364 | 4,962 | 0.06% | 0.07% | 470 | +6,891 | 4.22% | Q1 2026 | Apr 20, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 169,342 | 4,932 | 0.43% | 0.48% | 471 | -4,729 | -2.72% | Q1 2026 | Apr 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 168,957 | 4,921 | 0.11% | 0.11% | 472 | +34,561 | 25.72% | Q1 2026 | May 04, 2026 |
| Fermata Advisors, LLC | History | Reduced | 168,873 | 4,919 | 1.11% | 1.42% | 473 | -12,792 | -7.04% | Q1 2026 | Apr 08, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 167,657 | 4,883 | 4.24% | 4.81% | 474 | -3,296 | -1.93% | Q1 2026 | May 07, 2026 |
| Arax Advisory Partners | History | Added to | 167,411 | 4,876 | 0.14% | 0.14% | 475 | +20,976 | 14.32% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 166,478 | 4,849 | 0.0% | 0.0% | 476 | -11,221 | -6.31% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 162,649 | 4,737 | 0.02% | 0.03% | 477 | +12,432 | 8.28% | Q1 2026 | May 13, 2026 |
| Nabity-Jensen Investment Management Inc | History | Added to | 161,371 | 4,700 | 3.26% | 3.54% | 478 | +1,290 | 0.81% | Q1 2026 | Apr 21, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 160,983 | 4,689 | 1.2% | 1.34% | 479 | +4,951 | 3.17% | Q1 2026 | Apr 09, 2026 |
| WESBANCO BANK INC | History | Added to | 160,831 | 4,685 | 0.13% | 0.14% | 480 | +7,940 | 5.19% | Q1 2026 | Apr 21, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 160,529 | 4,676 | 1.26% | 1.21% | 481 | +27,852 | 20.99% | Q1 2026 | May 05, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 158,122 | 4,606 | 1.84% | 2.05% | 482 | -2,530 | -1.57% | Q1 2026 | Apr 23, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 157,585 | 4,590 | 1.19% | 0.88% | 483 | +61,133 | 63.38% | Q1 2026 | May 11, 2026 |
| Cooper Financial Group | History | Reduced | 157,027 | 4,574 | 0.46% | 0.66% | 484 | -31,977 | -16.92% | Q1 2026 | Apr 07, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 155,384 | 4,526 | 1.91% | 2.11% | 485 | +2,800 | 1.84% | Q1 2026 | Apr 20, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 155,047 | 4,516 | 2.64% | 2.85% | 486 | +218 | 0.14% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 155,018 | 4,515 | 0.0% | 0.0% | 487 | +3,634 | 2.4% | Q1 2026 | May 13, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 154,591 | 4,503 | 1.16% | 1.18% | 488 | +4 | 0.0% | Q1 2026 | Apr 28, 2026 |
| LongView Wealth Management | History | Added to | 142,757 | 4,498 | 1.13% | 0.76% | 489 | +47,187 | 49.37% | Q1 2026 | Apr 15, 2026 |
| Eagle Capital Management, LLC | History | Reduced | 154,159 | 4,491 | 1.77% | 2.13% | 490 | -25,375 | -14.13% | Q1 2026 | Apr 20, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 153,034 | 4,457 | 0.55% | 0.63% | 491 | -4,026 | -2.56% | Q1 2026 | Apr 10, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 152,321 | 4,437 | 2.09% | 2.33% | 492 | -1,246 | -0.81% | Q1 2026 | Apr 13, 2026 |
| HCR Wealth Advisors | History | Reduced | 152,049 | 4,429 | 0.46% | 0.53% | 493 | -13,493 | -8.15% | Q1 2026 | Apr 21, 2026 |
| Waterford Advisors, LLC | History | No change | 147,643 | 4,414 | 1.4% | 1.71% | 494 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 132,091 | 4,388 | 0.59% | 0.01% | 495 | +129,159 | 4405.15% | Q1 2026 | May 06, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 150,183 | 4,374 | 1.24% | 1.28% | 496 | +4,109 | 2.81% | Q1 2026 | Apr 16, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 150,029 | 4,370 | 0.01% | 0.01% | 497 | +2,565 | 1.74% | Q1 2026 | May 08, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 149,530 | 4,355 | 0.16% | 0.18% | 498 | +4,257 | 2.93% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 149,281 | 4,348 | 0.0% | 0.0% | 499 | -855,780 | -85.15% | Q1 2026 | May 15, 2026 |
| Diversified Enterprises, LLC | History | Added to | 148,715 | 4,332 | 0.24% | 0.29% | 500 | +1,341 | 0.91% | Q1 2026 | May 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 145,342 | 4,233 | 0.17% | 0.18% | 501 | +12,832 | 9.68% | Q1 2026 | May 12, 2026 |
| KPP Advisory Services LLC | History | Added to | 144,626 | 4,212 | 0.61% | 0.67% | 502 | +2,728 | 1.92% | Q1 2026 | Apr 24, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 144,071 | 4,196 | 0.09% | 0.1% | 503 | -132 | -0.09% | Q1 2026 | May 07, 2026 |
| Asset Dedication, LLC | History | No change | 127,897 | 4,172 | 0.27% | 0.27% | 504 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Members Advisory Group LLC | History | Reduced | 142,824 | 4,160 | 1.43% | 7.53% | 505 | -469,378 | -76.67% | Q1 2026 | May 05, 2026 |
| Barden Capital Management, Inc. | History | Added to | 142,232 | 4,143 | 3.54% | 3.73% | 506 | +2,900 | 2.08% | Q1 2026 | Apr 07, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 125,599 | 4,086 | 1.62% | 1.47% | 507 | +4,033 | 3.32% | Q1 2026 | Apr 27, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 139,000 | 4,049 | 0.56% | 0.61% | 508 | -1,825 | -1.3% | Q1 2026 | May 04, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 138,994 | 4,048 | 0.65% | 0.79% | 509 | +5,589 | 4.19% | Q1 2026 | Apr 30, 2026 |
| GeoWealth Management, LLC | History | Reduced | 138,152 | 4,024 | 0.14% | 0.19% | 510 | -18,945 | -12.06% | Q1 2026 | May 13, 2026 |
| CENTRAL TRUST Co | History | Reduced | 138,007 | 4,020 | 0.08% | 0.09% | 511 | -206 | -0.15% | Q1 2026 | Apr 17, 2026 |
| Monetary Solutions, Ltd | History | Reduced | 137,941 | 4,018 | 3.88% | 4.44% | 512 | -250 | -0.18% | Q1 2026 | May 01, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 137,476 | 4,004 | 0.23% | 0.29% | 513 | -13,207 | -8.76% | Q1 2026 | Apr 29, 2026 |
| Elevated Financial Group LLC | History | Reduced | 137,254 | 3,998 | 1.3% | 1.72% | 514 | -15,319 | -10.04% | Q1 2026 | May 11, 2026 |
| Embree Financial Group | History | Reduced | 137,209 | 3,996 | 0.47% | 0.55% | 515 | -291 | -0.21% | Q1 2026 | Apr 23, 2026 |
| Midwest Financial Group LLC | History | Added to | 137,123 | 3,994 | 1.7% | 1.69% | 516 | +19,537 | 16.62% | Q1 2026 | Apr 22, 2026 |
| Advisory Alpha, LLC | History | Reduced | 135,083 | 3,935 | 0.11% | 0.12% | 517 | -2,242 | -1.63% | Q1 2026 | May 14, 2026 |
| CFG Wealth Management Services, Inc. | History | Reduced | 134,418 | 3,915 | 3.55% | 4.01% | 518 | -501 | -0.37% | Q1 2026 | May 07, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 134,363 | 3,913 | 1.67% | 1.63% | 519 | +11,976 | 9.79% | Q1 2026 | May 08, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 134,230 | 3,910 | 2.89% | 3.07% | 520 | +3,610 | 2.76% | Q1 2026 | Apr 17, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 133,976 | 3,902 | 0.33% | 0.37% | 521 | -480 | -0.36% | Q1 2026 | Apr 20, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Reduced | 134,703 | 3,894 | 2.0% | 2.34% | 522 | -13,149 | -8.89% | Q1 2026 | May 14, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 133,353 | 3,884 | 0.35% | 0.48% | 523 | +5,939 | 4.66% | Q1 2026 | May 12, 2026 |
| Forefront Wealth Partners, LLC | History | Reduced | 133,121 | 3,877 | 1.62% | 2.19% | 524 | -8,537 | -6.03% | Q1 2026 | Apr 17, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 132,682 | 3,865 | 0.02% | 0.02% | 525 | -3,827 | -2.8% | Q1 2026 | May 11, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 132,068 | 3,847 | 0.71% | 0.72% | 526 | +15,350 | 13.15% | Q1 2026 | Apr 15, 2026 |
| Apella Capital, LLC | History | Added to | 117,170 | 3,822 | 0.06% | 0.07% | 527 | +10,083 | 9.42% | Q1 2026 | Apr 20, 2026 |
| Heirloom Wealth Management | History | Added to | 130,863 | 3,812 | 0.69% | 0.72% | 528 | +35,308 | 36.95% | Q1 2026 | Apr 14, 2026 |
| Athena Investment Management | History | Added to | 129,336 | 3,767 | 1.95% | 2.14% | 529 | +1,034 | 0.81% | Q1 2026 | May 11, 2026 |
| GUERRA PAN ADVISORS, LLC | History | Reduced | 129,035 | 3,758 | 2.32% | 2.56% | 530 | -3,267 | -2.47% | Q1 2026 | May 12, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 127,419 | 3,711 | 0.14% | 0.13% | 531 | +6,676 | 5.53% | Q1 2026 | Apr 21, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 126,750 | 3,692 | 0.03% | 0.04% | 532 | -9,812 | -7.19% | Q1 2026 | May 01, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 126,703 | 3,690 | 0.57% | 0.55% | 533 | +19,869 | 18.6% | Q1 2026 | May 06, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 126,587 | 3,687 | 0.62% | 0.61% | 534 | +11,699 | 10.18% | Q1 2026 | Apr 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 126,282 | 3,678 | 0.04% | 0.04% | 535 | +32,473 | 34.62% | Q1 2026 | May 15, 2026 |
| Piedmont Capital Management, LLC/NC | History | Added to | 125,422 | 3,653 | 2.44% | 2.56% | 536 | +5,900 | 4.94% | Q1 2026 | Apr 21, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 125,033 | 3,642 | 0.84% | 0.92% | 537 | +2,173 | 1.77% | Q1 2026 | Apr 28, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 124,970 | 3,640 | 0.11% | 0.12% | 538 | -1,304 | -1.03% | Q1 2026 | May 14, 2026 |
| Veridan Wealth LLC | History | Added to | 123,853 | 3,607 | 1.33% | 1.35% | 539 | +693 | 0.56% | Q1 2026 | May 15, 2026 |
| Parsonex Advisory Services, Inc. | History | Reduced | 123,742 | 3,604 | 3.52% | 3.13% | 540 | -26,789 | -17.8% | Q1 2026 | May 12, 2026 |
| GenWealth Group, Inc. | History | Reduced | 123,010 | 3,583 | 0.61% | 0.69% | 541 | -29 | -0.02% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 122,904 | 3,580 | 0.0% | 0.0% | 542 | +5,386 | 4.58% | Q1 2026 | May 08, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 122,347 | 3,563 | 1.51% | 1.54% | 543 | +11,730 | 10.6% | Q1 2026 | Apr 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 124,324 | 3,493 | 0.22% | 0.19% | 544 | -3,936 | -3.07% | Q1 2026 | Apr 24, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 119,942 | 3,493 | 0.64% | 0.72% | 545 | -552 | -0.46% | Q1 2026 | May 06, 2026 |
| Downshift Financial, LLC | History | New | 106,620 | 3,478 | 1.8% | — | 546 | +106,620 | New | Q1 2026 | Apr 29, 2026 |
| Joseph Group Capital Management | History | Added to | 118,705 | 3,457 | 0.86% | 1.0% | 547 | +2,514 | 2.16% | Q1 2026 | May 08, 2026 |
| Texas Yale Capital Corp. | History | No change | 118,534 | 3,452 | 0.1% | 0.12% | 548 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 118,155 | 3,441 | 1.35% | 1.5% | 549 | +5,447 | 4.83% | Q1 2026 | May 14, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 104,539 | 3,410 | 0.49% | 0.49% | 550 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Broadview Financial Management, LLC | History | Added to | 115,945 | 3,377 | 2.31% | 2.46% | 551 | +3,351 | 2.98% | Q1 2026 | May 04, 2026 |
| BFSG, LLC | History | Added to | 115,795 | 3,373 | 0.32% | 0.34% | 552 | +7,904 | 7.33% | Q1 2026 | Apr 28, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 129,510 | 3,320 | 0.14% | 0.14% | 553 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Larson Financial Group LLC | History | Added to | 113,713 | 3,312 | 0.11% | 0.12% | 554 | +5,424 | 5.01% | Q1 2026 | May 15, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 113,420 | 3,303 | 0.24% | 0.25% | 555 | +3,552 | 3.23% | Q1 2026 | Apr 13, 2026 |
| VestGen Advisors, LLC | History | Added to | 96,886 | 3,300 | 0.09% | 0.02% | 556 | +83,906 | 646.43% | Q1 2026 | May 14, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 100,351 | 3,273 | 2.07% | 2.07% | 557 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 111,965 | 3,261 | 0.15% | 0.19% | 558 | -24,818 | -18.14% | Q1 2026 | May 11, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 101,925 | 3,211 | 0.18% | 0.44% | 559 | -131,307 | -56.3% | Q1 2026 | Apr 20, 2026 |
| Wedmont Private Capital | History | Added to | 105,749 | 3,209 | 0.1% | 0.12% | 560 | +25 | 0.02% | Q1 2026 | Apr 09, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 109,041 | 3,176 | 0.24% | 0.26% | 561 | +1,949 | 1.82% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 109,057 | 3,176 | 0.0% | 0.0% | 562 | +9 | 0.01% | Q1 2026 | May 08, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 108,831 | 3,170 | 0.0% | 0.0% | 563 | +32,827 | 43.19% | Q1 2026 | May 13, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 92,870 | 3,168 | 0.06% | 0.06% | 564 | +11,475 | 14.1% | Q1 2026 | May 11, 2026 |
| Revisor Wealth Management LLC | History | Added to | 108,766 | 3,168 | 0.87% | 0.92% | 565 | +1,898 | 1.78% | Q1 2026 | Apr 27, 2026 |
| Allen Capital Group, LLC | History | No change | 96,936 | 3,162 | 0.29% | 0.29% | 566 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Avestar Capital, LLC | History | Added to | 108,510 | 3,160 | 0.2% | 0.22% | 567 | +2,783 | 2.63% | Q1 2026 | May 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 108,128 | 3,149 | 0.38% | 0.42% | 568 | +1,382 | 1.29% | Q1 2026 | May 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 108,045 | 3,147 | 0.05% | 0.06% | 569 | +2,669 | 2.53% | Q1 2026 | May 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 107,747 | 3,138 | 0.0% | 0.0% | 570 | +85,708 | 388.89% | Q1 2026 | May 13, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 95,768 | 3,123 | 0.74% | 0.74% | 571 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Parallel Advisors, LLC | History | Added to | 107,137 | 3,120 | 0.06% | 0.06% | 572 | +11,956 | 12.56% | Q1 2026 | May 07, 2026 |
| Curi Capital, LLC | History | Reduced | 106,933 | 3,114 | 0.06% | 0.06% | 573 | -6,158 | -5.45% | Q1 2026 | May 15, 2026 |
| Bawa N Mallick Trust | History | No change | 106,520 | 3,102 | 1.27% | 1.29% | 574 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Reduced | 106,422 | 3,100 | 1.63% | 1.87% | 575 | -3,159 | -2.88% | Q1 2026 | Apr 21, 2026 |
| Columbus Macro, LLC | History | Added to | 106,417 | 3,099 | 0.33% | 0.38% | 576 | +1,296 | 1.23% | Q1 2026 | Apr 21, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 106,079 | 3,090 | 0.1% | 0.08% | 577 | +38,892 | 57.89% | Q1 2026 | May 07, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 106,086 | 3,090 | 0.82% | 0.78% | 578 | +19,774 | 22.91% | Q1 2026 | Apr 21, 2026 |
| FC Advisory LLC | History | Reduced | 105,836 | 3,083 | 0.9% | 1.01% | 579 | -1,598 | -1.49% | Q1 2026 | Apr 14, 2026 |
| Elgethun Capital Management | History | No change | 104,946 | 3,057 | 0.51% | 0.59% | 580 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Thayer Financial, L.L.C. | History | Added to | 103,845 | 3,025 | 3.09% | 2.51% | 581 | +31,041 | 42.64% | Q1 2026 | Apr 13, 2026 |
| Oxinas Partners, LLC | History | Added to | 103,553 | 3,016 | 1.38% | 1.62% | 582 | +75 | 0.07% | Q1 2026 | Apr 10, 2026 |
| Livet Wealth, LLC | History | Reduced | 103,411 | 3,012 | 1.91% | 2.17% | 583 | -4,580 | -4.24% | Q1 2026 | Apr 24, 2026 |
| Alliance Wealth Management Group | History | Reduced | 102,118 | 2,974 | 0.65% | 0.73% | 584 | -53 | -0.05% | Q1 2026 | Apr 29, 2026 |
| Towercrest Capital Management | History | Reduced | 102,118 | 2,974 | 0.46% | 0.53% | 585 | -53 | -0.05% | Q1 2026 | May 01, 2026 |
| Archer Investment Management, LLC | History | Reduced | 101,562 | 2,958 | 1.24% | 2.08% | 586 | -17,253 | -14.52% | Q1 2026 | Apr 08, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 100,413 | 2,925 | 2.0% | 2.41% | 587 | -12,342 | -10.95% | Q1 2026 | May 04, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 99,683 | 2,903 | 0.65% | 0.75% | 588 | +1,397 | 1.42% | Q1 2026 | May 21, 2026 |
| NWAM LLC | History | Reduced | 99,183 | 2,889 | 0.17% | 0.18% | 589 | -2,165 | -2.14% | Q1 2026 | May 04, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | No change | 87,774 | 2,878 | 2.67% | 2.67% | 590 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| JT Stratford LLC | History | Added to | 98,485 | 2,868 | 0.37% | 0.39% | 591 | +6,416 | 6.97% | Q1 2026 | May 15, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 98,429 | 2,867 | 0.12% | 0.14% | 592 | -88 | -0.09% | Q1 2026 | May 08, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 98,294 | 2,863 | 0.79% | 0.9% | 593 | -1,560 | -1.56% | Q1 2026 | Apr 15, 2026 |
| Avant Capital LLC | History | Reduced | 97,171 | 2,830 | 1.99% | 2.2% | 594 | -868 | -0.89% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | New | 97,107 | 2,828 | 0.01% | — | 595 | +97,107 | New | Q1 2026 | May 14, 2026 |
| Macro Advisors, Inc. | History | New | 96,304 | 2,805 | 1.16% | — | 596 | +96,304 | New | Q1 2026 | May 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 96,208 | 2,802 | 0.06% | 0.06% | 597 | +4,401 | 4.79% | Q1 2026 | Apr 15, 2026 |
| Spire Wealth Management | History | Added to | 96,174 | 2,801 | 0.1% | 0.1% | 598 | +8,429 | 9.61% | Q1 2026 | Apr 22, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 95,838 | 2,791 | 0.27% | 0.27% | 599 | +1,761 | 1.87% | Q1 2026 | May 01, 2026 |
| Bensler, LLC | History | Reduced | 95,691 | 2,787 | 0.29% | 0.35% | 600 | -11,158 | -10.44% | Q1 2026 | May 01, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 90,313 | 2,755 | 0.56% | 0.64% | 601 | +1,644 | 1.85% | Q1 2026 | Apr 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 84,377 | 2,752 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 94,251 | 2,745 | 0.04% | 0.04% | 603 | +12,446 | 15.21% | Q1 2026 | Apr 14, 2026 |
| Santori & Peters, Inc. | History | Added to | 93,924 | 2,736 | 0.85% | 1.03% | 604 | +1,146 | 1.24% | Q1 2026 | May 07, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 93,826 | 2,733 | 0.23% | 0.27% | 605 | -9,937 | -9.58% | Q1 2026 | May 11, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 93,371 | 2,719 | 0.85% | 0.87% | 606 | +12,286 | 15.15% | Q1 2026 | May 13, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Added to | 92,279 | 2,688 | 0.45% | 0.52% | 607 | +71 | 0.08% | Q1 2026 | Apr 14, 2026 |
| BIRCHBROOK, INC. | History | Added to | 92,063 | 2,681 | 1.31% | 1.46% | 608 | +2,424 | 2.7% | Q1 2026 | Apr 08, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 88,611 | 2,581 | 1.31% | 1.46% | 609 | +5,002 | 5.98% | Q1 2026 | May 15, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 88,341 | 2,573 | 0.29% | 0.27% | 610 | +12,712 | 16.81% | Q1 2026 | Apr 24, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 86,053 | 2,506 | 0.18% | 0.15% | 611 | +5 | 0.01% | Q1 2026 | May 11, 2026 |
| BG Investment Services, LLC | History | Added to | 85,778 | 2,498 | 2.07% | 2.11% | 612 | +13,101 | 18.03% | Q1 2026 | May 08, 2026 |
| Smithfield Trust Co | History | Added to | 85,675 | 2,492 | 0.11% | 0.12% | 613 | +4,018 | 4.92% | Q1 2026 | May 08, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 85,541 | 2,491 | 0.35% | 0.72% | 614 | +4,049 | 4.97% | Q1 2026 | May 12, 2026 |
| AVITY INVESTMENT MANAGEMENT INC. | History | No change | 85,082 | 2,478 | 0.18% | 0.19% | 615 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| True Vision MN LLC | History | Reduced | 84,164 | 2,451 | 1.26% | 1.41% | 616 | -1,147 | -1.34% | Q1 2026 | Apr 16, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 84,009 | 2,447 | 0.07% | 0.07% | 617 | +3,289 | 4.07% | Q1 2026 | May 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 83,473 | 2,431 | 0.08% | 0.04% | 618 | +19,485 | 30.45% | Q1 2026 | Apr 29, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 83,376 | 2,428 | 0.93% | 1.12% | 619 | -8,809 | -9.56% | Q1 2026 | Apr 24, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 82,953 | 2,416 | 0.19% | 0.2% | 620 | +6,214 | 8.1% | Q1 2026 | Apr 22, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 74,059 | 2,415 | 1.74% | 1.74% | 621 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| TFR Capital, LLC. | History | Reduced | 82,846 | 2,413 | 0.74% | 0.91% | 622 | -1,224 | -1.46% | Q1 2026 | May 04, 2026 |
| Millennium Capital Advisors, LLC | History | Reduced | 82,766 | 2,410 | 1.48% | 1.6% | 623 | -620 | -0.74% | Q1 2026 | May 11, 2026 |
| WealthPoint Financial, LLC | History | No change | 73,756 | 2,405 | 2.09% | 2.09% | 624 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| J.E. Simmons & Co., P.C. | History | Reduced | 82,473 | 2,402 | 1.61% | 1.78% | 625 | -1,922 | -2.28% | Q1 2026 | Apr 21, 2026 |
| Hurley Capital, LLC | History | Added to | 82,282 | 2,396 | 1.28% | 1.49% | 626 | +540 | 0.66% | Q1 2026 | May 06, 2026 |
| Tactive Advisors, LLC | History | Added to | 82,108 | 2,391 | 0.67% | 0.74% | 627 | +4,964 | 6.43% | Q1 2026 | Apr 16, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 81,897 | 2,385 | 1.65% | 1.64% | 628 | +5,743 | 7.54% | Q1 2026 | Apr 07, 2026 |
| LexAurum Advisors, LLC | History | New | 81,847 | 2,384 | 0.31% | — | 629 | +81,847 | New | Q1 2026 | Apr 13, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 80,938 | 2,357 | 0.73% | 0.76% | 630 | +1,890 | 2.39% | Q1 2026 | May 12, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 80,524 | 2,345 | 0.77% | 0.83% | 631 | +4,363 | 5.73% | Q1 2026 | Apr 24, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 80,353 | 2,340 | 1.11% | 1.19% | 632 | +1,821 | 2.32% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Added to | 80,296 | 2,339 | 0.06% | 0.06% | 633 | +1,086 | 1.37% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 80,826 | 2,338 | 0.0% | — | 634 | +80,826 | New | Q1 2026 | May 12, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 80,231 | 2,337 | 0.07% | 0.08% | 635 | -3,975 | -4.72% | Q1 2026 | May 11, 2026 |
| Arsenal Capital Advisors LLC | History | Reduced | 78,812 | 2,295 | 1.67% | 3.52% | 637 | -73,830 | -48.37% | Q1 2026 | May 07, 2026 |
| Michels Family Financial, LLC | History | Added to | 78,789 | 2,295 | 1.66% | 1.79% | 636 | +3,877 | 5.18% | Q1 2026 | Apr 24, 2026 |
| Aventus Investment Advisors, Inc. | History | Reduced | 77,214 | 2,249 | 1.9% | 2.09% | 638 | -1,736 | -2.2% | Q1 2026 | Apr 15, 2026 |
| Stolper Co | History | Added to | 16,999 | 2,247 | 0.64% | 0.09% | 639 | +7,829 | 85.38% | Q1 2026 | Apr 13, 2026 |
| Payne Capital LLC | History | Added to | 77,124 | 2,246 | 2.06% | 2.15% | 640 | +12,391 | 19.14% | Q1 2026 | Apr 20, 2026 |
| WIN ADVISORS, INC | History | Reduced | 76,879 | 2,239 | 1.02% | 5.45% | 641 | -316,569 | -80.46% | Q1 2026 | May 01, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 76,320 | 2,223 | 0.16% | 0.32% | 642 | +5,532 | 7.81% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 75,821 | 2,208 | 0.04% | 0.02% | 643 | +42,163 | 125.27% | Q1 2026 | Apr 20, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 75,134 | 2,188 | 0.11% | 0.13% | 644 | +19 | 0.03% | Q1 2026 | Apr 23, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 74,880 | 2,181 | 0.16% | 0.17% | 645 | +970 | 1.31% | Q1 2026 | May 05, 2026 |
| K2 Financial Inc. | History | Added to | 66,168 | 2,173 | 1.58% | 1.56% | 646 | +4,244 | 6.85% | Q1 2026 | Apr 28, 2026 |
| Stewardship Advisors, LLC | History | Added to | 74,549 | 2,171 | 0.5% | 0.44% | 647 | +15,741 | 26.77% | Q1 2026 | Apr 17, 2026 |
| Strategic Advisors LLC | History | Added to | 74,290 | 2,164 | 0.36% | 0.38% | 648 | +856 | 1.17% | Q1 2026 | May 14, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 74,265 | 2,163 | 0.41% | 0.43% | 649 | -442 | -0.59% | Q1 2026 | Apr 29, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 74,077 | 2,157 | 0.65% | 0.75% | 650 | -5,065 | -6.4% | Q1 2026 | Apr 21, 2026 |
| Old Port Advisors | History | Reduced | 73,215 | 2,132 | 0.49% | 0.6% | 651 | -2,185 | -2.9% | Q1 2026 | Apr 06, 2026 |
| Ballast Financial Advisors LLC | History | Reduced | 73,195 | 2,132 | 2.19% | 2.49% | 652 | -811 | -1.1% | Q1 2026 | May 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 72,707 | 2,117 | 0.04% | 0.04% | 653 | -595 | -0.81% | Q1 2026 | Apr 21, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 72,626 | 2,115 | 0.41% | 0.41% | 654 | +1 | 0.0% | Q1 2026 | May 14, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 72,092 | 2,100 | 0.3% | 0.33% | 655 | +2,221 | 3.18% | Q1 2026 | May 11, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 72,061 | 2,099 | 0.14% | 0.15% | 656 | +81 | 0.11% | Q1 2026 | May 05, 2026 |
| Prospect Financial Services LLC | History | Added to | 71,837 | 2,092 | 1.28% | 1.13% | 657 | +11,277 | 18.62% | Q1 2026 | Apr 24, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 71,813 | 2,091 | 1.88% | 3.48% | 658 | -244 | -0.34% | Q1 2026 | May 11, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Added to | 71,659 | 2,087 | 0.64% | 0.71% | 659 | +773 | 1.09% | Q1 2026 | Apr 13, 2026 |
| Net Worth Advisory Group | History | Reduced | 70,897 | 2,065 | 0.43% | 0.47% | 660 | -241 | -0.34% | Q1 2026 | May 05, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 70,840 | 2,063 | 0.03% | 0.05% | 661 | -37,816 | -34.8% | Q1 2026 | May 05, 2026 |
| Atlas Wealth Partners, LLC | History | Added to | 70,111 | 2,042 | 2.1% | 2.49% | 662 | +672 | 0.97% | Q1 2026 | Apr 29, 2026 |
| Asset One Wealth Management LLC | History | Added to | 63,093 | 2,039 | 0.23% | 0.25% | 663 | +5,851 | 10.22% | Q1 2026 | May 12, 2026 |
| Apriem Advisors | History | Reduced | 69,964 | 2,038 | 0.19% | 0.21% | 664 | -150 | -0.21% | Q1 2026 | May 14, 2026 |
| Grandview Asset Management LLC | History | Added to | 66,751 | 2,036 | 0.6% | 0.07% | 665 | +59,253 | 790.25% | Q1 2026 | May 07, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 69,502 | 2,024 | 0.24% | 0.29% | 666 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BROWN ADVISORY INC | History | Added to | 69,412 | 2,021 | 0.0% | 0.0% | 667 | +4,098 | 6.27% | Q1 2026 | May 15, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 69,026 | 2,011 | 0.14% | 0.15% | 668 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 68,866 | 2,006 | 0.0% | 0.0% | 669 | -11,946 | -14.78% | Q1 2026 | May 15, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 68,634 | 1,999 | 1.29% | 1.47% | 670 | -869 | -1.25% | Q1 2026 | May 08, 2026 |
| Destination Wealth Management | History | Added to | 68,570 | 1,997 | 0.05% | 0.05% | 671 | +7,087 | 11.53% | Q1 2026 | May 15, 2026 |
| Rothschild Wealth LLC | History | Added to | 68,530 | 1,996 | 0.18% | 0.2% | 672 | +3,284 | 5.03% | Q1 2026 | May 06, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Reduced | 68,517 | 1,995 | 0.94% | 1.1% | 673 | -5,510 | -7.44% | Q1 2026 | May 12, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 68,337 | 1,990 | 0.95% | 1.16% | 674 | -3,384 | -4.72% | Q1 2026 | May 01, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 68,282 | 1,989 | 0.14% | 0.14% | 675 | -49 | -0.07% | Q1 2026 | May 21, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 68,218 | 1,987 | 0.08% | 0.09% | 676 | +15 | 0.02% | Q1 2026 | Apr 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 68,102 | 1,983 | 0.02% | 0.01% | 677 | +45,490 | 201.18% | Q1 2026 | Apr 23, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Added to | 67,988 | 1,980 | 0.45% | 0.46% | 678 | +6,416 | 10.42% | Q1 2026 | Apr 16, 2026 |
| Montis Financial, LLC | History | Reduced | 67,900 | 1,977 | 0.41% | 0.46% | 679 | -2,949 | -4.16% | Q1 2026 | May 11, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 67,761 | 1,973 | 0.71% | 0.79% | 680 | -733 | -1.07% | Q1 2026 | May 06, 2026 |
| Crescent Sterling, Ltd. | History | Added to | 67,663 | 1,971 | 1.91% | 2.22% | 681 | +1,161 | 1.75% | Q1 2026 | Apr 07, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 67,003 | 1,951 | 0.03% | 0.04% | 682 | -4,857 | -6.76% | Q1 2026 | Apr 07, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Added to | 66,962 | 1,950 | 0.34% | 0.44% | 683 | +4,803 | 7.73% | Q1 2026 | Apr 28, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 66,915 | 1,949 | 0.9% | 2.4% | 684 | -94,713 | -58.6% | Q1 2026 | Apr 22, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 66,233 | 1,929 | 0.22% | 0.25% | 685 | -2,073 | -3.03% | Q1 2026 | May 15, 2026 |
| Westmount Partners, LLC | History | Reduced | 65,555 | 1,909 | 0.47% | 0.54% | 686 | -892 | -1.34% | Q1 2026 | Apr 16, 2026 |
| Davis Capital Management | History | Added to | 64,706 | 1,884 | 1.28% | 1.24% | 687 | +9,532 | 17.28% | Q1 2026 | Apr 16, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 64,648 | 1,883 | 0.03% | 0.03% | 688 | +1,118 | 1.76% | Q1 2026 | Apr 17, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 57,438 | 1,873 | 0.09% | 0.09% | 689 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BLVD Private Wealth, LLC | History | Reduced | 63,667 | 1,854 | 1.61% | 1.81% | 690 | -166 | -0.26% | Q1 2026 | Apr 23, 2026 |
| Park Place Capital Corp | History | Reduced | 63,321 | 1,844 | 0.37% | 0.44% | 691 | -1,707 | -2.63% | Q1 2026 | Apr 09, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 62,838 | 1,830 | 0.31% | 0.34% | 692 | +1,230 | 2.0% | Q1 2026 | May 04, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 62,577 | 1,822 | 0.45% | 0.56% | 693 | -9,235 | -12.86% | Q1 2026 | May 14, 2026 |
| Investors Research Corp | History | Added to | 62,395 | 1,817 | 0.35% | 0.36% | 694 | +2,611 | 4.37% | Q1 2026 | Apr 03, 2026 |
| Ascentis Independent Advisors | History | Added to | 61,927 | 1,803 | 0.14% | 0.26% | 695 | +12,374 | 24.97% | Q1 2026 | Apr 28, 2026 |
| First County Bank /CT/ | History | Added to | 61,667 | 1,796 | 0.96% | 1.01% | 696 | +2,767 | 4.7% | Q1 2026 | Apr 03, 2026 |
| Indie Asset Partners, LLC | History | Reduced | 61,564 | 1,793 | 2.04% | 2.33% | 697 | -2,660 | -4.14% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 54,634 | 1,782 | 0.01% | 0.01% | 698 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Signet Investment Advisory Group, Inc. | History | Reduced | 61,161 | 1,781 | 0.82% | 0.93% | 699 | -392 | -0.64% | Q1 2026 | May 13, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 61,053 | 1,778 | 0.59% | 0.3% | 700 | +32,670 | 115.1% | Q1 2026 | Apr 14, 2026 |
| Herold Advisors, Inc. | History | Reduced | 60,681 | 1,767 | 0.39% | 0.44% | 702 | -295 | -0.48% | Q1 2026 | May 14, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 60,662 | 1,767 | 0.2% | 0.25% | 701 | +6 | 0.01% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 60,613 | 1,765 | 0.0% | 0.0% | 703 | +51,757 | 584.43% | Q1 2026 | May 01, 2026 |
| Carnegie Investment Counsel | History | Reduced | 60,606 | 1,765 | 0.03% | 0.04% | 704 | -1,559 | -2.51% | Q1 2026 | May 01, 2026 |
| Sachetta, LLC | History | Added to | 60,577 | 1,764 | 0.96% | 1.07% | 705 | +406 | 0.67% | Q1 2026 | May 01, 2026 |
| Rinkey Investments | History | No change | 60,311 | 1,756 | 0.45% | 0.5% | 706 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 60,192 | 1,753 | 0.19% | 0.29% | 707 | -22,942 | -27.6% | Q1 2026 | Apr 22, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 59,202 | 1,724 | 0.15% | 0.16% | 708 | +647 | 1.1% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Added to | 58,352 | 1,699 | 0.0% | 0.0% | 709 | +28,830 | 97.66% | Q1 2026 | May 05, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 58,347 | 1,699 | 0.12% | 0.15% | 710 | -4,444 | -7.08% | Q1 2026 | May 12, 2026 |
| JBR Co Financial Management Inc | History | No change | 52,081 | 1,698 | 0.71% | 0.71% | 711 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Sprinkle Financial Consultants LLC | History | Reduced | 58,201 | 1,695 | 0.78% | 0.99% | 712 | -1,468 | -2.46% | Q1 2026 | Apr 16, 2026 |
| BAILARD, INC. | History | Reduced | 57,852 | 1,685 | 0.04% | 0.04% | 713 | -672 | -1.15% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 51,496 | 1,679 | 0.06% | 0.06% | 714 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Opus Financial Solutions LLC | History | Added to | 57,448 | 1,673 | 1.58% | 1.77% | 715 | +4 | 0.01% | Q1 2026 | May 08, 2026 |
| Vise Technologies, Inc. | History | No change | 51,074 | 1,666 | 0.03% | 0.03% | 716 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Yelin Lapidot Holdings Management Ltd. | History | No change | 57,120 | 1,663 | 0.35% | 0.37% | 717 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 56,916 | 1,657 | 0.08% | 0.1% | 718 | -10,098 | -15.07% | Q1 2026 | May 06, 2026 |
| Sowell Financial Services LLC | History | Added to | 56,880 | 1,656 | 0.06% | 0.05% | 719 | +13,031 | 29.72% | Q1 2026 | Apr 20, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 56,849 | 1,655 | 0.16% | 0.19% | 720 | -2,323 | -3.93% | Q1 2026 | Apr 27, 2026 |
| Diversified Trust Co | History | Added to | 56,450 | 1,644 | 0.03% | 0.03% | 721 | +7 | 0.01% | Q1 2026 | Apr 16, 2026 |
| Andrews Advisory Associates, LLC | History | New | 55,896 | 1,628 | 0.86% | — | 722 | +55,896 | New | Q1 2026 | May 14, 2026 |
| Indivisible Partners | History | Added to | 55,805 | 1,625 | 0.14% | 0.19% | 723 | +2,746 | 5.18% | Q1 2026 | Apr 30, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 55,740 | 1,623 | 0.54% | 0.67% | 724 | -7,603 | -12.0% | Q1 2026 | May 06, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 47,709 | 1,622 | 0.11% | 0.13% | 725 | -9,935 | -17.24% | Q1 2026 | May 12, 2026 |
| STEVENS CAPITAL PARTNERS | History | Reduced | 55,422 | 1,614 | 0.39% | 0.49% | 726 | -2,076 | -3.61% | Q1 2026 | Apr 24, 2026 |
| Valmark Advisers, Inc. | History | Added to | 55,272 | 1,610 | 0.02% | 0.02% | 727 | +5,427 | 10.89% | Q1 2026 | May 01, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 54,965 | 1,601 | 0.75% | 0.9% | 728 | +20 | 0.04% | Q1 2026 | Apr 09, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 54,869 | 1,598 | 0.21% | 0.27% | 729 | -5,136 | -8.56% | Q1 2026 | Apr 08, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 54,629 | 1,591 | 1.1% | 1.23% | 730 | -4,050 | -6.9% | Q1 2026 | May 07, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 50,939 | 1,580 | 0.03% | 0.03% | 731 | -4,400 | -7.95% | Q1 2026 | May 15, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 54,115 | 1,576 | 0.09% | 0.1% | 732 | -3,305 | -5.76% | Q1 2026 | Apr 20, 2026 |
| Capital Analysts, LLC | History | Added to | 53,992 | 1,573 | 0.04% | 0.0% | 733 | +53,885 | 50359.81% | Q1 2026 | May 14, 2026 |
| Accredited Investors Inc. | History | Added to | 53,928 | 1,570 | 0.08% | 0.08% | 734 | +8,335 | 18.28% | Q1 2026 | Apr 30, 2026 |
| Paradigm Capital Management, LLC/NV | History | Added to | 53,407 | 1,556 | 1.43% | 1.59% | 735 | +1,041 | 1.99% | Q1 2026 | May 05, 2026 |
| RDA Financial Network | History | Reduced | 53,266 | 1,551 | 0.39% | 0.56% | 736 | -18,425 | -25.7% | Q1 2026 | Apr 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 53,201 | 1,549 | 0.04% | 0.04% | 737 | +508 | 0.96% | Q1 2026 | Apr 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 53,093 | 1,546 | 0.19% | 0.26% | 738 | -5,195 | -8.91% | Q1 2026 | Apr 21, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 53,024 | 1,544 | 1.04% | 1.49% | 739 | -13,900 | -20.77% | Q1 2026 | Apr 30, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 52,906 | 1,541 | 0.3% | 0.38% | 740 | -7,954 | -13.07% | Q1 2026 | May 13, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 52,697 | 1,535 | 0.08% | 0.09% | 741 | -215 | -0.41% | Q1 2026 | May 06, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 52,423 | 1,527 | 0.64% | 0.69% | 742 | +86 | 0.16% | Q1 2026 | Apr 22, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 46,309 | 1,514 | 0.8% | 0.97% | 743 | -4,680 | -9.18% | Q1 2026 | May 04, 2026 |
| StoneX Group Inc. | History | Added to | 51,782 | 1,508 | 0.08% | 0.05% | 744 | +17,237 | 49.9% | Q1 2026 | May 14, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 51,789 | 1,508 | 1.45% | 1.68% | 745 | +24 | 0.05% | Q1 2026 | May 05, 2026 |
| True North Advisors, LLC | History | Added to | 51,760 | 1,507 | 0.17% | 0.21% | 746 | +2,817 | 5.76% | Q1 2026 | May 07, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | Added to | 51,339 | 1,495 | 0.8% | 0.88% | 747 | +66 | 0.13% | Q1 2026 | Apr 27, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 51,219 | 1,492 | 0.16% | 0.18% | 748 | +10,034 | 24.36% | Q1 2026 | Apr 23, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 51,186 | 1,491 | 0.01% | — | 749 | +51,186 | New | Q1 2026 | May 12, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | No change | 50,648 | 1,489 | 0.26% | 0.27% | 750 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Keystone Financial Group | History | Added to | 50,471 | 1,470 | 0.1% | 0.12% | 751 | +564 | 1.13% | Q1 2026 | May 13, 2026 |
| Millington Financial Advisors, LLC | History | Reduced | 44,547 | 1,470 | 0.62% | 0.62% | 752 | -138 | -0.31% | Q1 2026 | May 08, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 49,906 | 1,453 | 0.04% | 0.45% | 753 | -484,445 | -90.66% | Q1 2026 | Apr 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 49,760 | 1,449 | 0.04% | 0.07% | 754 | -6,342 | -11.3% | Q1 2026 | May 15, 2026 |
| Keel Point, LLC | History | No change | 44,394 | 1,448 | 0.09% | 0.09% | 755 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 43,582 | 1,444 | 0.6% | 0.67% | 756 | -996 | -2.23% | Q1 2026 | May 04, 2026 |
| HUDSON EDGE INVESTMENT PARTNERS INC. | History | New | 49,466 | 1,440 | 0.21% | — | 757 | +49,466 | New | Q1 2026 | Apr 27, 2026 |
| Ancora Advisors LLC | History | Reduced | 49,272 | 1,435 | 0.03% | 0.04% | 758 | -7,898 | -13.81% | Q1 2026 | May 15, 2026 |
| Brookwood Investment Group LLC | History | Added to | 49,242 | 1,434 | 0.18% | 0.18% | 760 | +3,190 | 6.93% | Q1 2026 | May 04, 2026 |
| Twin Cities Retirement Group LLC | History | Reduced | 49,256 | 1,434 | 1.31% | 1.58% | 761 | -901 | -1.8% | Q1 2026 | Apr 14, 2026 |
| Segment Wealth Management, LLC | History | Added to | 49,250 | 1,434 | 0.08% | 0.09% | 759 | +246 | 0.5% | Q1 2026 | Apr 20, 2026 |
| Sculati Wealth Management, LLC | History | Reduced | 49,220 | 1,433 | 0.53% | 0.57% | 762 | -313 | -0.63% | Q1 2026 | Apr 09, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | Reduced | 49,038 | 1,428 | 0.69% | 0.79% | 763 | -327 | -0.66% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | New | 48,868 | 1,423 | 0.01% | — | 764 | +48,868 | New | Q1 2026 | May 14, 2026 |
| Optivise Advisory Services LLC | History | Added to | 48,770 | 1,420 | 0.86% | 0.89% | 765 | +1,611 | 3.42% | Q1 2026 | Apr 15, 2026 |
| John W. Brooker & Co., CPAs | History | Reduced | 48,589 | 1,415 | 2.23% | 3.24% | 766 | -6,925 | -12.47% | Q1 2026 | Apr 13, 2026 |
| MFG WEALTH MANAGEMENT, INC. | History | Reduced | 48,213 | 1,404 | 1.16% | 1.25% | 767 | -856 | -1.74% | Q1 2026 | Apr 09, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 48,097 | 1,401 | 0.35% | 0.45% | 768 | -7,928 | -14.15% | Q1 2026 | Apr 28, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 48,066 | 1,400 | 1.38% | 1.52% | 769 | +412 | 0.86% | Q1 2026 | Apr 07, 2026 |
| BCS Wealth Management | History | Reduced | 47,925 | 1,396 | 0.28% | 0.31% | 770 | -45,475 | -48.69% | Q1 2026 | Apr 17, 2026 |
| Capital Square, LLC | History | Added to | 42,342 | 1,393 | 0.64% | 0.66% | 771 | +2,600 | 6.54% | Q1 2026 | May 11, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 47,712 | 1,389 | 0.08% | 0.04% | 772 | +24,673 | 107.09% | Q1 2026 | May 06, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Reduced | 47,106 | 1,372 | 0.39% | 0.42% | 773 | -458 | -0.96% | Q1 2026 | Apr 28, 2026 |
| KLCM Advisors, Inc. | History | Added to | 46,592 | 1,357 | 0.11% | 0.11% | 774 | +6,129 | 15.15% | Q1 2026 | Apr 30, 2026 |
| Cloud Capital Management, LLC | History | Added to | 46,368 | 1,350 | 0.59% | 0.7% | 775 | +780 | 1.71% | Q1 2026 | May 12, 2026 |
| Inspire Advisors, LLC | History | Added to | 45,999 | 1,339 | 0.11% | 0.06% | 777 | +25,328 | 122.53% | Q1 2026 | May 15, 2026 |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | History | Added to | 45,968 | 1,339 | 0.95% | 0.96% | 776 | +2,254 | 5.16% | Q1 2026 | Apr 24, 2026 |
| Fort Sheridan Advisors LLC | History | Reduced | 45,770 | 1,333 | 0.16% | 0.2% | 778 | -1,315 | -2.79% | Q1 2026 | May 06, 2026 |
| Magnus Financial Group LLC | History | Reduced | 45,736 | 1,332 | 0.11% | 0.49% | 779 | -150,221 | -76.66% | Q1 2026 | Apr 10, 2026 |
| First Pacific Financial | History | Added to | 45,714 | 1,331 | 0.17% | 0.14% | 780 | +13,292 | 41.0% | Q1 2026 | Apr 23, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 45,512 | 1,325 | 0.41% | 0.36% | 781 | +9,688 | 27.04% | Q1 2026 | May 19, 2026 |
| Great Waters Wealth Management | History | Reduced | 44,506 | 1,296 | 0.14% | 0.16% | 782 | -409 | -0.91% | Q1 2026 | Apr 17, 2026 |
| Prostatis Group LLC | History | Reduced | 44,238 | 1,288 | 0.33% | 1.56% | 783 | -155,545 | -77.86% | Q1 2026 | May 12, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 43,891 | 1,278 | 0.08% | 0.09% | 784 | +475 | 1.09% | Q1 2026 | May 05, 2026 |
| Integrity Wealth Partners, LLC | History | New | 43,864 | 1,277 | 1.15% | — | 785 | +43,864 | New | Q1 2026 | Apr 27, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 43,089 | 1,255 | 0.32% | 0.37% | 786 | -295 | -0.68% | Q1 2026 | Apr 09, 2026 |
| Legacy Wealth Advisors, LLC | History | No change | 42,866 | 1,248 | 0.64% | 0.92% | 787 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| OneAscent Family Office, LLC | History | Reduced | 42,766 | 1,245 | 0.87% | 1.03% | 788 | -4,016 | -8.58% | Q1 2026 | Apr 21, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 42,494 | 1,237 | 0.08% | 0.11% | 789 | +506 | 1.21% | Q1 2026 | Apr 17, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 42,397 | 1,235 | 0.02% | 0.02% | 790 | +137 | 0.32% | Q1 2026 | Apr 27, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 42,075 | 1,225 | 0.06% | 0.07% | 791 | +1,101 | 2.69% | Q1 2026 | Apr 17, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 41,952 | 1,222 | 0.03% | 0.05% | 792 | -15,406 | -26.86% | Q1 2026 | May 12, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 41,873 | 1,219 | 0.03% | 0.04% | 793 | -3,625 | -7.97% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Added to | 41,671 | 1,213 | 0.01% | 0.0% | 794 | +15,659 | 60.2% | Q1 2026 | May 11, 2026 |
| Strategic Financial Concepts, LLC | History | New | 41,601 | 1,211 | 0.3% | — | 797 | +41,601 | New | Q1 2026 | May 12, 2026 |
| Adams Asset Advisors, LLC | History | Reduced | 41,598 | 1,211 | 0.14% | 0.21% | 795 | -7,184 | -14.73% | Q1 2026 | Apr 27, 2026 |
| CGN Advisors LLC | History | Added to | 41,573 | 1,211 | 0.1% | 0.1% | 796 | +2,073 | 5.25% | Q1 2026 | Apr 13, 2026 |
| Modus Advisors, LLC | History | Reduced | 41,121 | 1,197 | 0.33% | 0.36% | 798 | -450 | -1.08% | Q1 2026 | May 04, 2026 |
| Cynosure Group, LLC | History | Reduced | 40,932 | 1,192 | 0.15% | 0.17% | 799 | -11,371 | -21.74% | Q1 2026 | May 13, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 40,903 | 1,191 | 0.15% | 0.17% | 800 | -199 | -0.48% | Q1 2026 | May 05, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 40,740 | 1,186 | 0.16% | 0.17% | 801 | +4,658 | 12.91% | Q1 2026 | May 11, 2026 |
| American Trust | History | Reduced | 40,425 | 1,177 | 0.1% | 0.19% | 802 | -27,498 | -40.48% | Q1 2026 | May 01, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 40,103 | 1,168 | 0.04% | 0.04% | 803 | -1,100 | -2.67% | Q1 2026 | May 15, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 35,806 | 1,167 | 0.09% | 0.09% | 804 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 41,042 | 1,157 | 0.28% | 0.33% | 805 | -464 | -1.12% | Q1 2026 | May 01, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 39,683 | 1,155 | 0.16% | 0.18% | 806 | -1,072 | -2.63% | Q1 2026 | May 13, 2026 |
| Bulwark Capital Corp | History | Added to | 39,597 | 1,153 | 0.71% | 0.79% | 807 | +5,525 | 16.22% | Q1 2026 | Apr 07, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 38,849 | 1,131 | 0.06% | 0.08% | 808 | -2,580 | -6.23% | Q1 2026 | May 11, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 33,115 | 1,121 | 0.4% | 0.39% | 809 | +1,054 | 3.29% | Q1 2026 | May 08, 2026 |
| Asset Management Group, Inc. | History | Added to | 38,362 | 1,117 | 0.18% | 0.2% | 810 | +50 | 0.13% | Q1 2026 | May 15, 2026 |
| Guardian Asset Advisors, LLC | History | Reduced | 38,251 | 1,114 | 0.65% | 0.84% | 812 | -11,215 | -22.67% | Q1 2026 | May 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 38,246 | 1,114 | 0.02% | 0.02% | 811 | +166 | 0.44% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 38,223 | 1,113 | 0.01% | 0.02% | 813 | -20,023 | -34.38% | Q1 2026 | May 13, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 34,030 | 1,110 | 0.79% | 1.09% | 814 | -17,256 | -33.65% | Q1 2026 | Apr 16, 2026 |
| Fusion Capital, LLC | History | Reduced | 37,886 | 1,103 | 0.3% | 0.37% | 815 | -2,054 | -5.14% | Q1 2026 | May 13, 2026 |
| Vantus Wealth LLC | History | No change | 33,819 | 1,103 | 0.81% | 0.81% | 816 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 37,799 | 1,101 | 0.03% | 0.01% | 817 | +30,570 | 422.88% | Q1 2026 | Apr 27, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Reduced | 37,653 | 1,096 | 0.52% | 0.6% | 818 | -4,815 | -11.34% | Q1 2026 | Apr 28, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 37,566 | 1,094 | 0.01% | 0.05% | 819 | -52,248 | -58.17% | Q1 2026 | May 01, 2026 |
| Independent Wealth Network Inc. | History | Added to | 37,474 | 1,091 | 0.32% | 0.26% | 820 | +10,991 | 41.5% | Q1 2026 | Apr 20, 2026 |
| Windsor Advisory Group, LLC | History | Added to | 37,235 | 1,084 | 0.91% | 0.69% | 821 | +13,591 | 57.48% | Q1 2026 | May 15, 2026 |
| Evercore Wealth Management, LLC | History | No change | 37,120 | 1,081 | 0.02% | 0.02% | 822 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 37,002 | 1,077 | 0.06% | 0.08% | 823 | -2,782 | -6.99% | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 36,954 | 1,076 | 0.01% | 0.01% | 824 | +978 | 2.72% | Q1 2026 | May 05, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 36,864 | 1,073 | 0.2% | 0.24% | 825 | +552 | 1.52% | Q1 2026 | Apr 13, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 36,391 | 1,060 | 0.25% | 0.25% | 826 | +5,091 | 16.27% | Q1 2026 | Apr 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 32,416 | 1,057 | 0.0% | — | 827 | +32,416 | New | Q1 2026 | May 15, 2026 |
| Hoese & Co LLP | History | No change | 36,276 | 1,056 | 0.78% | 0.84% | 828 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sun Financial Inc | History | Reduced | 30,401 | 1,054 | 0.53% | 0.58% | 829 | -1,417 | -4.45% | Q1 2026 | May 15, 2026 |
| Moran Wealth Management, LLC | History | Added to | 35,992 | 1,048 | 0.03% | 0.03% | 830 | +8,450 | 30.68% | Q1 2026 | Apr 27, 2026 |
| Sunpointe, LLC | History | Added to | 35,892 | 1,045 | 0.34% | 0.25% | 831 | +12,406 | 52.82% | Q1 2026 | Apr 21, 2026 |
| SIMA Wealth Partners, LLC | History | New | 35,755 | 1,041 | 0.79% | — | 832 | +35,755 | New | Q1 2026 | May 15, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 35,598 | 1,036 | 0.14% | 0.15% | 833 | +717 | 2.06% | Q1 2026 | Apr 09, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 31,227 | 1,025 | 0.16% | 0.18% | 834 | -3,599 | -10.33% | Q1 2026 | Apr 23, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 35,212 | 1,025 | 0.51% | 0.36% | 835 | +1,020 | 2.98% | Q1 2026 | Apr 24, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 35,123 | 1,023 | 0.36% | 0.38% | 836 | +2,840 | 8.8% | Q1 2026 | Apr 08, 2026 |
| Stonebrook Private Inc. | History | Reduced | 35,080 | 1,021 | 0.22% | 0.35% | 838 | -15,895 | -31.18% | Q1 2026 | May 11, 2026 |
| GWN SECURITIES INC. | History | Reduced | 35,069 | 1,021 | 0.2% | 0.31% | 837 | -11,293 | -24.36% | Q1 2026 | May 14, 2026 |
| Missouri Trust & Investment Co | History | Added to | 35,031 | 1,020 | 0.3% | 0.3% | 839 | +4,052 | 13.08% | Q1 2026 | May 14, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 34,905 | 1,016 | 0.66% | 0.73% | 840 | -1,617 | -4.43% | Q1 2026 | Apr 15, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 34,720 | 1,011 | 0.26% | 0.26% | 841 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Summit Trail Advisors, LLC | History | No change | 34,627 | 1,008 | 0.01% | 0.02% | 842 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HEADINVEST, LLC | History | Reduced | 34,521 | 1,005 | 0.21% | 0.22% | 843 | -179 | -0.52% | Q1 2026 | May 15, 2026 |
| Marotta Asset Management | History | Reduced | 34,026 | 1,000 | 0.18% | 0.21% | 844 | -1,162 | -3.3% | Q1 2026 | Apr 27, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 34,148 | 994 | 0.23% | 0.17% | 845 | +12,861 | 60.42% | Q1 2026 | Apr 24, 2026 |
| NorthRock Partners, LLC | History | Added to | 34,059 | 992 | 0.02% | 0.02% | 846 | +3,631 | 11.93% | Q1 2026 | May 15, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 34,034 | 991 | 0.33% | 0.4% | 848 | -3,008 | -8.12% | Q1 2026 | Apr 21, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 34,051 | 991 | 0.15% | 0.18% | 847 | +240 | 0.71% | Q1 2026 | May 06, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 33,872 | 986 | 0.25% | 0.3% | 849 | +517 | 1.55% | Q1 2026 | Apr 29, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 33,495 | 984 | 0.05% | 0.9% | 850 | -562,479 | -94.38% | Q1 2026 | May 12, 2026 |
| FINANCIAL LIFE ADVISORS | History | No change | 33,702 | 981 | 0.31% | 0.34% | 851 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 33,559 | 977 | 0.06% | 0.07% | 852 | +796 | 2.43% | Q1 2026 | Apr 28, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 33,420 | 973 | 0.25% | 0.15% | 853 | +15,818 | 89.86% | Q1 2026 | Apr 08, 2026 |
| Continuum Advisory, LLC | History | Added to | 33,409 | 973 | 0.09% | 0.09% | 854 | +4,908 | 17.22% | Q1 2026 | Apr 22, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 33,400 | 972 | 0.1% | 0.13% | 855 | -1,887 | -5.35% | Q1 2026 | May 11, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 33,331 | 971 | 0.03% | 0.03% | 856 | -1,408 | -4.05% | Q1 2026 | Apr 21, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 33,318 | 970 | 0.22% | 0.27% | 857 | -1,934 | -5.49% | Q1 2026 | Apr 27, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Reduced | 33,159 | 965 | 0.49% | 0.65% | 858 | -699 | -2.06% | Q1 2026 | May 14, 2026 |
| Quartz Partners, LLC | History | Reduced | 33,061 | 963 | 0.37% | 0.45% | 859 | -3,634 | -9.9% | Q1 2026 | May 05, 2026 |
| Vantage Financial Partners, LLC | History | No change | 29,434 | 960 | 0.19% | 0.19% | 860 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 32,708 | 952 | 0.02% | 0.02% | 861 | -323 | -0.98% | Q1 2026 | Apr 15, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 32,639 | 950 | 0.61% | 0.38% | 863 | +15,304 | 88.28% | Q1 2026 | Apr 23, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 32,625 | 950 | 0.35% | 0.46% | 862 | -4,706 | -12.61% | Q1 2026 | Apr 13, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 32,536 | 947 | 0.61% | 0.68% | 864 | +1,800 | 5.86% | Q1 2026 | Apr 21, 2026 |
| Wealth Architects, LLC | History | Added to | 32,357 | 942 | 0.08% | 0.09% | 865 | +2,430 | 8.12% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 32,303 | 941 | 0.01% | 0.01% | 866 | +998 | 3.19% | Q1 2026 | Apr 28, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 32,288 | 940 | 0.1% | 0.11% | 867 | +132 | 0.41% | Q1 2026 | May 15, 2026 |
| Elser Financial Planning, Inc | History | Added to | 32,260 | 938 | 0.05% | 0.76% | 868 | +26 | 0.08% | Q1 2026 | Apr 15, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 32,142 | 936 | 0.08% | 0.03% | 869 | +22,117 | 220.62% | Q1 2026 | Apr 13, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 32,047 | 933 | 0.25% | 0.29% | 870 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Reduced | 31,894 | 929 | 0.57% | 1.49% | 871 | -46,176 | -59.15% | Q1 2026 | May 13, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | Reduced | 31,838 | 927 | 0.96% | 1.08% | 872 | -1,147 | -3.48% | Q1 2026 | Apr 09, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 31,668 | 922 | 0.14% | 0.16% | 873 | +132 | 0.42% | Q1 2026 | May 11, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 31,555 | 919 | 0.18% | 0.19% | 874 | +4,281 | 15.7% | Q1 2026 | May 01, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 31,473 | 916 | 0.01% | 0.01% | 875 | -12,384 | -28.24% | Q1 2026 | May 15, 2026 |
| Platt Wealth Management LLC | History | Added to | 31,426 | 915 | 0.89% | 0.93% | 876 | +2,550 | 8.83% | Q1 2026 | May 01, 2026 |
| Planning Center, Inc. | History | Reduced | 31,296 | 911 | 0.09% | 0.11% | 877 | -816 | -2.54% | Q1 2026 | Apr 28, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 31,242 | 910 | 0.41% | 0.43% | 878 | +202 | 0.65% | Q1 2026 | Apr 28, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Added to | 31,188 | 908 | 0.01% | 0.01% | 879 | +1,250 | 4.18% | Q1 2026 | May 08, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | No change | 27,856 | 908 | 0.99% | 0.99% | 880 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 31,040 | 904 | 0.05% | 0.05% | 881 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 30,919 | 900 | 0.51% | — | 882 | +30,919 | New | Q1 2026 | May 11, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Reduced | 30,834 | 898 | 0.26% | 0.34% | 883 | -3,212 | -9.43% | Q1 2026 | May 07, 2026 |
| Stark Wealth Management LLC | History | No change | 27,424 | 894 | 3.36% | 3.36% | 884 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Eagle Wealth Advisors LLC | History | Reduced | 30,515 | 888 | 0.82% | 0.92% | 885 | -2,493 | -7.55% | Q1 2026 | Apr 23, 2026 |
| HMV Wealth Advisors, LLC | History | Reduced | 30,330 | 883 | 0.41% | 0.62% | 886 | -7,796 | -20.45% | Q1 2026 | Apr 14, 2026 |
| Clear Retirement Advice LLC | History | Added to | 30,108 | 877 | 0.69% | 0.69% | 887 | +1,528 | 5.35% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 27,082 | 875 | 0.06% | 0.09% | 888 | -14,700 | -35.18% | Q1 2026 | Apr 22, 2026 |
| RCS Financial Planning, LLC | History | Added to | 30,002 | 873 | 0.45% | 0.23% | 889 | +13,812 | 85.31% | Q1 2026 | Apr 21, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 29,868 | 870 | 0.21% | 0.28% | 890 | -3,285 | -9.91% | Q1 2026 | May 07, 2026 |
| Elevation Wealth Management LLC | History | Added to | 29,638 | 863 | 0.79% | 0.53% | 891 | +12,676 | 74.73% | Q1 2026 | May 11, 2026 |
| Hidden Cove Wealth Management, LLC | History | Added to | 29,459 | 858 | 0.55% | 0.58% | 892 | +2,107 | 7.7% | Q1 2026 | Apr 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 29,086 | 855 | 0.06% | 0.06% | 893 | +198 | 0.69% | Q1 2026 | May 01, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 29,805 | 853 | 0.11% | 0.12% | 894 | +3,078 | 11.52% | Q1 2026 | Apr 30, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 29,309 | 853 | 0.04% | 0.03% | 895 | +854 | 3.0% | Q1 2026 | May 14, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 29,145 | 849 | 0.43% | 0.45% | 896 | +2,375 | 8.87% | Q1 2026 | May 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 28,972 | 844 | 0.26% | 0.32% | 897 | -1,734 | -5.65% | Q1 2026 | May 14, 2026 |
| OMC Financial Services LTD | History | Added to | 28,859 | 840 | 0.33% | 0.34% | 900 | +588 | 2.08% | Q1 2026 | Apr 30, 2026 |
| Smart Portfolios, LLC | History | No change | 28,870 | 840 | 0.84% | 0.94% | 898 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 25,759 | 840 | 0.04% | 0.04% | 899 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Essex LLC | History | Added to | 28,729 | 836 | 0.15% | 0.16% | 901 | +1,145 | 4.15% | Q1 2026 | Apr 24, 2026 |
| Adelphi Trust Co | History | Added to | 28,665 | 835 | 0.68% | 0.76% | 902 | +221 | 0.78% | Q1 2026 | Apr 01, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 28,567 | 832 | 0.04% | 0.05% | 903 | +301 | 1.06% | Q1 2026 | Apr 27, 2026 |
| UMB Bank, n.a. | History | Reduced | 28,452 | 828 | 0.01% | 0.02% | 904 | -6,736 | -19.14% | Q1 2026 | May 11, 2026 |
| GS Investments, Inc. | History | Reduced | 28,427 | 828 | 0.47% | 0.52% | 905 | -784 | -2.68% | Q1 2026 | May 06, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 28,451 | 828 | 0.27% | 0.31% | 906 | -600 | -2.07% | Q1 2026 | May 01, 2026 |
| STRATEGIC PLANNING GROUP, LLC | History | Reduced | 28,333 | 825 | 0.12% | 0.12% | 907 | -322 | -1.12% | Q1 2026 | Apr 22, 2026 |
| Ruggaard & Associates LLC | History | No change | 25,318 | 825 | 0.32% | 0.32% | 908 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Signature Equity Partners, LLC | History | Added to | 28,251 | 822 | 0.44% | 0.43% | 909 | +4,232 | 17.62% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 28,212 | 821 | 0.04% | 0.03% | 910 | +9,183 | 48.26% | Q1 2026 | Apr 24, 2026 |
| Ascent Wealth Partners, LLC | History | New | 28,097 | 818 | 0.1% | — | 911 | +28,097 | New | Q1 2026 | May 06, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 28,024 | 816 | 0.25% | 0.28% | 912 | -283 | -1.0% | Q1 2026 | Apr 17, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 27,811 | 810 | 0.07% | — | 913 | +27,811 | New | Q1 2026 | May 06, 2026 |
| Goldstein Advisors, LLC | History | Added to | 27,789 | 809 | 0.09% | 0.1% | 914 | +125 | 0.45% | Q1 2026 | Apr 28, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 27,709 | 807 | 0.22% | 0.25% | 915 | -269 | -0.96% | Q1 2026 | May 11, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 28,696 | 806 | 0.05% | 0.04% | 916 | +8,306 | 40.74% | Q1 2026 | May 14, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Reduced | 27,650 | 805 | 0.39% | 0.41% | 917 | -289 | -1.03% | Q1 2026 | May 08, 2026 |
| Core Wealth Partners LLC | History | Added to | 27,587 | 803 | 0.37% | 0.32% | 918 | +5,912 | 27.28% | Q1 2026 | May 08, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 27,345 | 796 | 0.05% | 0.04% | 919 | +7,485 | 37.69% | Q1 2026 | May 05, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Added to | 27,255 | 793 | 0.33% | 0.35% | 920 | +195 | 0.72% | Q1 2026 | Apr 23, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 27,150 | 790 | 0.03% | 0.05% | 921 | -12,724 | -31.91% | Q1 2026 | May 12, 2026 |
| SpringVest Wealth Management LLC | History | No change | 27,121 | 790 | 0.54% | 0.62% | 922 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sovran Advisors, LLC | History | Added to | 23,855 | 785 | 0.06% | 0.05% | 923 | +4,260 | 21.74% | Q1 2026 | May 01, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 26,819 | 781 | 0.36% | 0.31% | 924 | +5,009 | 22.97% | Q1 2026 | May 04, 2026 |
| Johnson Wealth Management, LLC | History | No change | 26,788 | 780 | 0.38% | 0.43% | 925 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | No change | 26,714 | 778 | 1.22% | 1.45% | 926 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 26,639 | 775 | 0.15% | 0.13% | 928 | -269 | -1.0% | Q1 2026 | Apr 29, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 26,633 | 775 | 0.01% | 0.01% | 927 | -240 | -0.89% | Q1 2026 | Apr 10, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 26,461 | 770 | 0.23% | 0.25% | 929 | +941 | 3.69% | Q1 2026 | May 05, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 26,428 | 769 | 0.3% | 0.35% | 931 | +86 | 0.33% | Q1 2026 | Apr 17, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 26,415 | 769 | 0.06% | 0.07% | 930 | -2 | -0.01% | Q1 2026 | May 01, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 26,228 | 764 | 0.01% | 0.01% | 932 | +2,592 | 10.97% | Q1 2026 | May 07, 2026 |
| NBT BANK N A /NY | History | Added to | 26,094 | 760 | 0.05% | 0.05% | 933 | +26,029 | 40044.62% | Q1 2026 | Apr 28, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 26,111 | 760 | 0.19% | 0.21% | 934 | -102 | -0.39% | Q1 2026 | Apr 28, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 26,056 | 759 | 0.19% | 0.29% | 937 | -9,360 | -26.43% | Q1 2026 | Apr 03, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 26,065 | 759 | 0.0% | 0.0% | 936 | +3,990 | 18.07% | Q1 2026 | May 13, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 26,063 | 759 | 0.02% | 0.02% | 935 | -654 | -2.45% | Q1 2026 | May 01, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 26,002 | 757 | 0.13% | 0.17% | 939 | -3,572 | -12.08% | Q1 2026 | Apr 17, 2026 |
| Blackhawk Capital Partners, LLC | History | Added to | 26,019 | 757 | 0.28% | 0.29% | 938 | +2,008 | 8.36% | Q1 2026 | May 05, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 25,971 | 756 | 0.05% | 0.06% | 940 | -1,229 | -4.52% | Q1 2026 | May 12, 2026 |
| ALTFEST L J & CO INC | History | Added to | 25,842 | 752 | 0.08% | 0.09% | 941 | +56 | 0.22% | Q1 2026 | Apr 28, 2026 |
| Clark Asset Management, LLC | History | Added to | 25,712 | 748 | 0.07% | 0.04% | 943 | +13,039 | 102.89% | Q1 2026 | Apr 16, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | No change | 25,700 | 748 | 0.63% | 0.61% | 942 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Total Wealth Planning, LLC | History | No change | 22,926 | 747 | 1.6% | 1.6% | 944 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Reduced | 25,604 | 745 | 0.16% | 0.24% | 945 | -6,980 | -21.42% | Q1 2026 | May 11, 2026 |
| Maia Wealth LLC | History | Reduced | 25,593 | 745 | 0.13% | 0.16% | 946 | -5,166 | -16.8% | Q1 2026 | May 08, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 25,536 | 743 | 0.01% | 0.01% | 947 | -48 | -0.19% | Q1 2026 | Apr 21, 2026 |
| Redwood Financial Network Corp | History | Reduced | 25,490 | 742 | 0.49% | 0.75% | 950 | -10,520 | -29.21% | Q1 2026 | May 14, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | History | Reduced | 25,476 | 742 | 0.04% | 0.05% | 948 | -4,108 | -13.89% | Q1 2026 | Apr 14, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 22,753 | 742 | 0.05% | 0.05% | 949 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Costello Asset Management, INC | History | Added to | 25,381 | 739 | 0.26% | 0.27% | 952 | +777 | 3.16% | Q1 2026 | Apr 30, 2026 |
| Northwest Capital Management Inc | History | No change | 22,668 | 739 | 3.2% | 3.2% | 951 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 25,394 | 739 | 0.07% | 0.08% | 953 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Avion Wealth | History | Added to | 25,348 | 738 | 0.15% | 0.01% | 954 | +24,028 | 1820.3% | Q1 2026 | May 01, 2026 |
| Soundwatch Capital LLC | History | Added to | 25,342 | 738 | 0.09% | 0.13% | 955 | +159 | 0.63% | Q1 2026 | May 05, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Added to | 25,318 | 737 | 0.03% | 0.03% | 956 | +46 | 0.18% | Q1 2026 | May 06, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 25,306 | 737 | 0.07% | 0.08% | 957 | +29 | 0.11% | Q1 2026 | May 06, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 25,026 | 729 | 0.02% | — | 959 | +25,026 | New | Q1 2026 | Apr 17, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 25,041 | 729 | 0.06% | 0.07% | 958 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 25,003 | 728 | 0.02% | 0.03% | 960 | -2,411 | -8.79% | Q1 2026 | May 06, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 24,910 | 725 | 0.62% | 1.48% | 961 | -26,795 | -51.82% | Q1 2026 | May 11, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | Added to | 24,917 | 725 | 0.6% | 0.51% | 962 | +3,984 | 19.03% | Q1 2026 | May 04, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 24,862 | 724 | 0.04% | 0.05% | 963 | -3,331 | -11.81% | Q1 2026 | Apr 08, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 24,881 | 724 | 0.09% | 0.11% | 964 | -2,669 | -9.69% | Q1 2026 | Apr 27, 2026 |
| Fortis Advisors, LLC | History | Reduced | 24,639 | 717 | 0.36% | 0.49% | 965 | -2,996 | -10.84% | Q1 2026 | May 14, 2026 |
| Red Mountain Financial, LLC | History | Added to | 24,538 | 714 | 0.67% | 0.66% | 967 | +3,816 | 18.42% | Q1 2026 | Apr 28, 2026 |
| VANGUARD GROUP INC | History | No change | 21,899 | 714 | 0.0% | 0.0% | 966 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 23,927 | 698 | 0.01% | 0.01% | 968 | -2,835 | -10.59% | Q1 2026 | May 11, 2026 |
| Brooklyn Investment Group | History | Added to | 23,958 | 697 | 0.02% | 0.02% | 970 | +11,296 | 89.21% | Q1 2026 | Apr 29, 2026 |
| RBA Wealth Management, LLC | History | Added to | 23,912 | 697 | 0.25% | 0.26% | 969 | +325 | 1.38% | Q1 2026 | Apr 22, 2026 |
| Annex Advisory Services, LLC | History | No change | 23,863 | 695 | 0.01% | 0.01% | 971 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 23,665 | 689 | 0.02% | 0.02% | 972 | -827 | -3.38% | Q1 2026 | May 11, 2026 |
| CORNERSTONE ENTERPRISES, LLC | History | Reduced | 23,600 | 687 | 0.34% | 0.39% | 973 | -1,519 | -6.05% | Q1 2026 | Apr 22, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 23,574 | 686 | 0.25% | 0.46% | 974 | -4,603 | -16.34% | Q1 2026 | May 12, 2026 |
| Capital CS Group, LLC | History | Reduced | 23,545 | 685 | 1.41% | 5.24% | 975 | -80,780 | -77.43% | Q1 2026 | May 13, 2026 |
| Members Trust Co | History | Reduced | 23,486 | 684 | 0.02% | 0.03% | 976 | -2,696 | -10.3% | Q1 2026 | May 04, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 23,401 | 681 | 0.29% | 0.29% | 977 | +3,892 | 19.95% | Q1 2026 | Apr 08, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 23,345 | 680 | 0.05% | 0.06% | 978 | -230 | -0.98% | Q1 2026 | Apr 08, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 23,345 | 680 | 0.07% | 0.08% | 979 | +1 | 0.0% | Q1 2026 | May 06, 2026 |
| LifeSteps Financial, Inc. | History | Reduced | 23,325 | 679 | 0.43% | 0.51% | 980 | -1,009 | -4.15% | Q1 2026 | Apr 22, 2026 |
| Resolute Advisors LLC | History | Added to | 23,275 | 678 | 0.28% | 0.25% | 981 | +30 | 0.13% | Q1 2026 | May 07, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 23,291 | 678 | 0.03% | 0.03% | 982 | +20 | 0.09% | Q1 2026 | May 05, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 23,209 | 676 | 0.1% | 0.13% | 984 | -2,334 | -9.14% | Q1 2026 | May 08, 2026 |
| Element Wealth, LLC | History | No change | 23,212 | 676 | 0.28% | 0.31% | 983 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 23,177 | 675 | 0.04% | 0.06% | 985 | -5,694 | -19.72% | Q1 2026 | Apr 27, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 22,934 | 668 | 0.11% | 0.14% | 986 | -2,606 | -10.2% | Q1 2026 | Apr 29, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Added to | 22,882 | 666 | 0.31% | 0.32% | 987 | +1,155 | 5.32% | Q1 2026 | Apr 13, 2026 |
| Forum Financial Management, LP | History | Reduced | 22,659 | 660 | 0.01% | 0.01% | 989 | -748 | -3.2% | Q1 2026 | Apr 23, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 20,262 | 660 | 0.14% | 0.14% | 988 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Reduced | 22,630 | 659 | 0.39% | 0.45% | 990 | -4,709 | -17.22% | Q1 2026 | Apr 15, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 22,429 | 653 | 0.19% | 0.27% | 991 | -5,724 | -20.33% | Q1 2026 | Apr 22, 2026 |
| HOEY INVESTMENTS, INC | History | Reduced | 22,251 | 648 | 0.09% | 0.1% | 992 | -106 | -0.47% | Q1 2026 | Apr 28, 2026 |
| MBE Wealth Management, LLC | History | Added to | 22,154 | 645 | 0.27% | 0.3% | 993 | +3 | 0.01% | Q1 2026 | Apr 21, 2026 |
| SYM FINANCIAL Corp | History | No change | 22,124 | 644 | 0.06% | 0.07% | 994 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 22,088 | 643 | 0.03% | 0.04% | 995 | -3,135 | -12.43% | Q1 2026 | May 07, 2026 |
| ASPIRIANT, LLC | History | Reduced | 22,057 | 642 | 0.02% | 0.04% | 996 | -15,641 | -41.49% | Q1 2026 | May 12, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Reduced | 22,010 | 641 | 0.14% | 0.17% | 997 | -1,145 | -4.94% | Q1 2026 | May 13, 2026 |
| First Western Trust Bank | History | No change | 21,924 | 638 | 0.03% | 0.04% | 998 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 19,454 | 634 | 0.39% | 0.39% | 999 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Stone Summit Wealth LLC | History | Added to | 21,661 | 630 | 0.18% | 0.1% | 1000 | +10,217 | 89.28% | Q1 2026 | Apr 22, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 21,515 | 626 | 0.19% | 0.21% | 1001 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 21,445 | 624 | 0.04% | 0.04% | 1002 | +49 | 0.23% | Q1 2026 | Apr 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 21,304 | 620 | 0.02% | 0.02% | 1003 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 21,282 | 619 | 0.14% | 0.16% | 1004 | -4 | -0.02% | Q1 2026 | Apr 14, 2026 |
| American Financial Advisors, LLC | History | Added to | 21,224 | 618 | 0.08% | 0.08% | 1005 | +2,630 | 14.14% | Q1 2026 | May 13, 2026 |
| Triangle Securities Wealth Management | History | Added to | 21,183 | 617 | 0.14% | 0.12% | 1006 | +4,322 | 25.63% | Q1 2026 | Apr 20, 2026 |
| Caprock Group, LLC | History | Added to | 21,149 | 616 | 0.01% | 0.01% | 1008 | +5,126 | 31.99% | Q1 2026 | May 11, 2026 |
| SRH ADVISORS, LLC | History | No change | 21,160 | 616 | 0.18% | 0.2% | 1007 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HighPoint Advisor Group LLC | History | New | 21,121 | 615 | 0.03% | — | 1011 | +21,121 | New | Q1 2026 | May 14, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 18,869 | 615 | 0.02% | 0.02% | 1009 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| New Insight Wealth Advisors | History | No change | 21,118 | 615 | 0.22% | 0.25% | 1010 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Baring Financial LLC | History | Reduced | 21,062 | 613 | 0.37% | 0.43% | 1012 | -666 | -3.07% | Q1 2026 | Apr 06, 2026 |
| Blue Barn Wealth, LLC | History | No change | 18,775 | 612 | 0.89% | 0.89% | 1013 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Front Row Advisors LLC | History | Added to | 20,982 | 611 | 0.21% | 0.23% | 1014 | +2 | 0.01% | Q1 2026 | May 19, 2026 |
| Financial Planning Navigators CORP | History | No change | 20,980 | 611 | 0.27% | 0.31% | 1015 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 20,635 | 609 | 0.17% | 0.21% | 1016 | -1,185 | -5.43% | Q1 2026 | Apr 08, 2026 |
| Owen LaRue, LLC | History | Added to | 20,928 | 609 | 0.23% | 0.26% | 1017 | +8 | 0.04% | Q1 2026 | Apr 30, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 20,870 | 607 | 0.13% | 0.09% | 1018 | +8,028 | 62.51% | Q1 2026 | May 05, 2026 |
| Synergy Financial Group, LTD | History | Added to | 20,684 | 602 | 0.45% | 0.39% | 1019 | +3,699 | 21.78% | Q1 2026 | May 14, 2026 |
| Amicus Financial Advisors, LLC | History | Reduced | 20,499 | 597 | 0.16% | 0.19% | 1021 | -1 | -0.0% | Q1 2026 | Apr 14, 2026 |
| SVRN Asset Management, LLC | History | No change | 20,515 | 597 | 0.58% | 0.55% | 1020 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ETF Store, Inc. | History | Added to | 20,313 | 591 | 0.58% | 0.45% | 1023 | +6,772 | 50.01% | Q1 2026 | Apr 30, 2026 |
| SVB WEALTH LLC | History | Added to | 20,316 | 591 | 0.04% | 0.04% | 1022 | +2 | 0.01% | Q1 2026 | Apr 17, 2026 |
| Wealth Advisory Team LLC | History | No change | 18,134 | 591 | 0.52% | 0.52% | 1024 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 20,211 | 588 | 0.01% | 0.01% | 1025 | +227 | 1.14% | Q1 2026 | May 01, 2026 |
| NORDEN GROUP LLC | History | Reduced | 20,112 | 585 | 0.06% | 0.08% | 1026 | -4,974 | -19.83% | Q1 2026 | Apr 15, 2026 |
| Fortis Capital Management LLC | History | Added to | 20,008 | 582 | 0.06% | 0.08% | 1028 | +1,810 | 9.95% | Q1 2026 | May 11, 2026 |
| L. Roy Papp & Associates, LLP | History | Reduced | 20,012 | 582 | 0.07% | 0.07% | 1027 | -400 | -1.96% | Q1 2026 | Apr 14, 2026 |
| Lantern Wealth Advisors, LLC | History | Reduced | 19,928 | 580 | 0.3% | 0.55% | 1029 | -11,638 | -36.87% | Q1 2026 | May 13, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 19,847 | 578 | 0.02% | 0.01% | 1031 | +5,631 | 39.61% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 19,592 | 578 | 0.01% | 0.01% | 1030 | -312 | -1.57% | Q1 2026 | Apr 28, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 19,740 | 575 | 0.01% | 0.01% | 1032 | +272 | 1.4% | Q1 2026 | May 14, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 19,727 | 574 | 0.06% | — | 1034 | +19,727 | New | Q1 2026 | May 12, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 19,720 | 574 | 0.16% | 0.18% | 1033 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Blue Trust, Inc. | History | Added to | 19,700 | 573 | 0.01% | 0.01% | 1035 | +676 | 3.55% | Q1 2026 | Apr 20, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | No change | 19,694 | 573 | 0.37% | 0.41% | 1036 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 19,624 | 571 | 0.03% | 0.03% | 1037 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Lutz Financial Services LLC | History | No change | 19,334 | 563 | 0.04% | 0.04% | 1038 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 19,300 | 562 | 0.08% | 0.07% | 1039 | +4,628 | 31.54% | Q1 2026 | May 14, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 19,080 | 555 | 0.15% | 0.31% | 1040 | -17,903 | -48.41% | Q1 2026 | May 14, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 18,950 | 552 | 0.0% | 0.01% | 1041 | -17,906 | -48.58% | Q1 2026 | May 14, 2026 |
| Plancorp, LLC | History | Reduced | 18,112 | 552 | 0.02% | 0.02% | 1042 | -801 | -4.24% | Q1 2026 | Apr 14, 2026 |
| SMART Wealth LLC | History | Reduced | 18,924 | 551 | 0.16% | 0.19% | 1043 | -113 | -0.59% | Q1 2026 | Apr 23, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 18,856 | 549 | 0.39% | 0.42% | 1044 | -6 | -0.03% | Q1 2026 | May 12, 2026 |
| Focused Wealth Management, Inc | History | Added to | 18,833 | 548 | 0.06% | 0.06% | 1046 | +141 | 0.75% | Q1 2026 | Apr 20, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | Added to | 18,816 | 548 | 0.12% | 0.13% | 1045 | +64 | 0.34% | Q1 2026 | Apr 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 18,768 | 547 | 0.01% | 0.01% | 1047 | +3,100 | 19.79% | Q1 2026 | May 01, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 18,804 | 547 | 0.1% | 0.09% | 1048 | -431 | -2.24% | Q1 2026 | May 11, 2026 |
| Seneschal Advisors, LLC | History | Reduced | 18,717 | 545 | 0.4% | 0.46% | 1049 | -414 | -2.16% | Q1 2026 | May 08, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 18,703 | 544 | 0.09% | 0.1% | 1050 | +8 | 0.04% | Q1 2026 | Apr 22, 2026 |
| Archvest Wealth Advisors, Inc. | History | New | 18,643 | 543 | 0.35% | — | 1052 | +18,643 | New | Q1 2026 | May 13, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 18,659 | 543 | 0.42% | 0.66% | 1051 | -6,154 | -24.8% | Q1 2026 | Apr 07, 2026 |
| VANGUARD ADVISERS INC | History | New | 18,544 | 540 | 0.0% | — | 1054 | +18,544 | New | Q1 2026 | May 08, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 18,540 | 540 | 0.06% | 0.08% | 1053 | +1 | 0.01% | Q1 2026 | Apr 30, 2026 |
| Global Endowment Management, LP | History | Reduced | 18,368 | 535 | 0.06% | 0.11% | 1055 | -7,732 | -29.62% | Q1 2026 | May 14, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 20,549 | 534 | 0.11% | 0.09% | 1056 | +5,336 | 35.08% | Q1 2026 | May 14, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 18,344 | 534 | 0.05% | 0.06% | 1057 | +531 | 2.98% | Q1 2026 | Apr 30, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 18,222 | 530 | 0.06% | 0.06% | 1058 | +1,262 | 7.44% | Q1 2026 | Apr 24, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 18,162 | 529 | 0.11% | 0.28% | 1059 | -23,282 | -56.18% | Q1 2026 | Apr 14, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 18,172 | 529 | 0.09% | 0.14% | 1060 | -8,451 | -31.74% | Q1 2026 | Apr 07, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 17,901 | 521 | 0.06% | 0.09% | 1061 | -2,974 | -14.25% | Q1 2026 | Apr 27, 2026 |
| Aspen Investment Management Inc | History | Added to | 17,868 | 520 | 0.16% | 0.18% | 1062 | +22 | 0.12% | Q1 2026 | Apr 15, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 17,873 | 520 | 0.04% | 0.04% | 1063 | +18 | 0.1% | Q1 2026 | May 14, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 17,659 | 514 | 0.19% | 0.32% | 1064 | -10,474 | -37.23% | Q1 2026 | May 11, 2026 |
| Vanguard Capital Wealth Advisors | History | Reduced | 17,609 | 512 | 0.47% | 0.47% | 1065 | -479 | -2.65% | Q1 2026 | Apr 21, 2026 |
| Annandale Capital, LLC | History | Added to | 17,529 | 511 | 0.07% | 0.07% | 1066 | +23 | 0.13% | Q1 2026 | May 15, 2026 |
| BARLOW WEALTH PARTNERS, LLC | History | No change | 15,544 | 507 | 0.06% | 0.06% | 1067 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| INVESTED ADVISORS | History | Reduced | 17,372 | 506 | 0.51% | 0.6% | 1068 | -414 | -2.33% | Q1 2026 | Apr 29, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Added to | 17,243 | 502 | 0.05% | 0.04% | 1069 | +2,189 | 14.54% | Q1 2026 | May 11, 2026 |
| Glassman Wealth Services | History | Added to | 17,241 | 502 | 0.07% | 0.07% | 1070 | +1,058 | 6.54% | Q1 2026 | May 04, 2026 |
| Zhang Financial LLC | History | Added to | 17,145 | 499 | 0.02% | 0.02% | 1072 | +12 | 0.07% | Q1 2026 | May 06, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 17,156 | 499 | 0.0% | 0.0% | 1071 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Financial Sense Advisors, Inc. | History | Reduced | 17,116 | 498 | 0.1% | 0.14% | 1073 | -6,333 | -27.01% | Q1 2026 | May 14, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 17,098 | 498 | 0.38% | 0.47% | 1074 | +22 | 0.13% | Q1 2026 | Apr 13, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 16,892 | 496 | 0.06% | 0.07% | 1075 | +3 | 0.02% | Q1 2026 | Apr 07, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 17,034 | 496 | 0.04% | 0.04% | 1076 | +1 | 0.01% | Q1 2026 | May 07, 2026 |
| Phil A. Younker & Associates, Ltd. | History | No change | 16,984 | 494 | 0.33% | 0.39% | 1077 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Briggs Wealth Management, Inc | History | New | 16,954 | 493 | 0.52% | — | 1078 | +16,954 | New | Q1 2026 | May 15, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 20,647 | 492 | 0.31% | 0.19% | 1079 | +9,426 | 84.0% | Q1 2026 | May 12, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 16,864 | 491 | 0.04% | 0.08% | 1080 | -7,855 | -31.78% | Q1 2026 | Apr 16, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 16,835 | 490 | 0.02% | 0.03% | 1081 | -2,824 | -14.36% | Q1 2026 | Apr 28, 2026 |
| Everstar Asset Management, LLC | History | Added to | 16,847 | 490 | 0.26% | 0.29% | 1082 | +2 | 0.01% | Q1 2026 | Apr 16, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 16,753 | 488 | 0.28% | 0.3% | 1084 | +400 | 2.45% | Q1 2026 | Apr 08, 2026 |
| Tranquility Partners, LLC | History | Added to | 16,778 | 488 | 0.18% | 0.19% | 1083 | +353 | 2.15% | Q1 2026 | Apr 20, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 16,740 | 487 | 0.02% | 0.02% | 1085 | -586 | -3.38% | Q1 2026 | May 06, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 16,714 | 486 | 0.26% | 0.43% | 1087 | -7,401 | -30.69% | Q1 2026 | May 12, 2026 |
| Geometric Wealth Advisors | History | No change | 16,688 | 486 | 0.06% | 0.07% | 1086 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Argos Wealth Advisors, LLC | History | Added to | 16,585 | 483 | 0.14% | 0.15% | 1088 | +1 | 0.01% | Q1 2026 | Apr 27, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 16,556 | 482 | 0.06% | 0.08% | 1089 | -1,866 | -10.13% | Q1 2026 | May 07, 2026 |
| One Day In July LLC | History | New | 16,536 | 481 | 0.04% | — | 1090 | +16,536 | New | Q1 2026 | May 05, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 16,486 | 480 | 0.01% | 0.02% | 1091 | -938 | -5.38% | Q1 2026 | May 13, 2026 |
| MONEYWISE, INC. | History | Reduced | 16,354 | 476 | 0.21% | 0.23% | 1092 | -816 | -4.75% | Q1 2026 | Apr 27, 2026 |
| CVFG LLC | History | Added to | 16,307 | 475 | 0.06% | 0.36% | 1093 | +275 | 1.72% | Q1 2026 | Apr 29, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 16,149 | 470 | 0.03% | 0.03% | 1094 | +1 | 0.01% | Q1 2026 | May 13, 2026 |
| Ipsen Advisor Group LLC | History | No change | 14,403 | 469 | 0.33% | 0.33% | 1095 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Wealth Analytics Partners, LLC | History | Reduced | 16,096 | 468 | 0.19% | 0.24% | 1097 | -2,300 | -12.5% | Q1 2026 | May 15, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | No change | 16,092 | 468 | 0.11% | 0.13% | 1096 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 16,040 | 467 | 0.02% | 0.02% | 1099 | -144 | -0.89% | Q1 2026 | Apr 20, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | No change | 14,206 | 467 | 0.17% | 0.18% | 1098 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Lantz Financial LLC | History | No change | 16,052 | 467 | 0.1% | 0.11% | 1100 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Sharkey, Howes & Javer | History | No change | 15,792 | 460 | 0.06% | 0.07% | 1101 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Trilogy Capital Inc. | History | Added to | 15,771 | 459 | 0.02% | 0.02% | 1103 | +4,088 | 34.99% | Q1 2026 | Apr 21, 2026 |
| Affiance Financial, LLC | History | Added to | 15,760 | 459 | 0.07% | 0.08% | 1104 | +154 | 0.99% | Q1 2026 | Apr 14, 2026 |
| Ironwood Financial, llc | History | Added to | 15,788 | 459 | 0.08% | 0.09% | 1102 | +70 | 0.45% | Q1 2026 | Apr 16, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 15,094 | 458 | 0.09% | 0.1% | 1105 | -82 | -0.54% | Q1 2026 | Apr 09, 2026 |
| WMG Financial Advisors, LLC | History | Added to | 15,713 | 457 | 0.19% | 0.21% | 1106 | +323 | 2.1% | Q1 2026 | Apr 23, 2026 |
| Brickley Wealth Management | History | Added to | 15,610 | 454 | 0.08% | 0.08% | 1107 | +305 | 1.99% | Q1 2026 | May 04, 2026 |
| Waterfront Wealth Inc. | History | No change | 15,594 | 454 | 0.08% | 0.1% | 1108 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Lynx Investment Advisory | History | Added to | 15,549 | 452 | 0.22% | 0.25% | 1109 | +1,342 | 9.45% | Q1 2026 | Apr 24, 2026 |
| AUCTUS ADVISORS LLC | History | Added to | 15,502 | 451 | 0.43% | 0.36% | 1110 | +3,444 | 28.56% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 15,383 | 448 | 0.03% | 0.03% | 1111 | -24 | -0.16% | Q1 2026 | Apr 21, 2026 |
| Gateway Wealth Partners, LLC | History | New | 15,357 | 447 | 0.02% | — | 1112 | +15,357 | New | Q1 2026 | May 15, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 15,285 | 445 | 0.1% | 0.11% | 1113 | +114 | 0.75% | Q1 2026 | Apr 15, 2026 |
| Legend Financial Advisors, Inc. | History | Reduced | 15,257 | 444 | 0.29% | 0.46% | 1115 | -8,140 | -34.79% | Q1 2026 | Apr 24, 2026 |
| ZynergyRetirementPlanningLLC | History | Reduced | 15,250 | 444 | 0.27% | 0.34% | 1116 | -1,477 | -8.83% | Q1 2026 | Apr 17, 2026 |
| Advisor OS, LLC | History | Reduced | 15,255 | 444 | 0.03% | 0.04% | 1114 | -126 | -0.82% | Q1 2026 | May 07, 2026 |
| Arkos Global Advisors | History | No change | 15,200 | 443 | 0.06% | 0.06% | 1117 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 15,148 | 441 | 0.19% | 0.24% | 1118 | -1,600 | -9.55% | Q1 2026 | Apr 16, 2026 |
| Granite Bay Wealth Management, LLC | History | Added to | 15,022 | 437 | 0.09% | 0.12% | 1119 | +11 | 0.07% | Q1 2026 | May 01, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 14,794 | 435 | 0.01% | 0.05% | 1122 | -75,295 | -83.58% | Q1 2026 | May 14, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 14,934 | 435 | 0.12% | 0.17% | 1120 | -3,371 | -18.42% | Q1 2026 | Apr 30, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 14,956 | 435 | 0.08% | 0.11% | 1121 | -903 | -5.69% | Q1 2026 | Apr 21, 2026 |
| Manske Wealth Management | History | No change | 14,938 | 435 | 0.12% | 0.14% | 1123 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Keenan, LLC | History | Added to | 14,921 | 434 | 0.37% | 0.43% | 1124 | +3 | 0.02% | Q1 2026 | Apr 22, 2026 |
| West Branch Capital LLC | History | Added to | 14,878 | 433 | 0.12% | 0.12% | 1125 | +12 | 0.08% | Q1 2026 | Apr 14, 2026 |
| SWMG, LLC | History | Added to | 14,795 | 430 | 0.12% | 0.13% | 1126 | +85 | 0.58% | Q1 2026 | Apr 24, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 14,748 | 429 | 0.0% | 0.0% | 1127 | -400 | -2.64% | Q1 2026 | Apr 24, 2026 |
| CPC Advisors, LLC | History | No change | 14,719 | 428 | 0.07% | 0.05% | 1128 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 14,652 | 426 | 0.03% | 0.03% | 1129 | +881 | 6.4% | Q1 2026 | May 01, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 14,616 | 425 | 0.04% | 0.05% | 1130 | +7 | 0.05% | Q1 2026 | Apr 22, 2026 |
| WULFF, HANSEN & CO. | History | Added to | 14,515 | 422 | 0.43% | 0.36% | 1131 | +1,245 | 9.38% | Q1 2026 | May 07, 2026 |
| Fairman Group, LLC | History | Added to | 14,484 | 421 | 0.36% | 0.38% | 1132 | +15 | 0.1% | Q1 2026 | Apr 23, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 14,450 | 420 | 0.02% | 0.01% | 1133 | +6,450 | 80.63% | Q1 2026 | May 12, 2026 |
| PUREfi Wealth, LLC | History | No change | 14,400 | 419 | 0.27% | 0.36% | 1134 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Klingman & Associates, LLC | History | Reduced | 14,381 | 418 | 0.02% | 0.03% | 1135 | -2,157 | -13.04% | Q1 2026 | May 14, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Added to | 14,316 | 417 | 0.05% | 0.05% | 1136 | +829 | 6.15% | Q1 2026 | Apr 27, 2026 |
| Falcon Wealth Planning | History | Added to | 14,305 | 416 | 0.03% | 0.04% | 1137 | +1,069 | 8.08% | Q1 2026 | Apr 20, 2026 |
| Tull Financial Group, Inc. | History | Reduced | 14,261 | 415 | 0.19% | 0.21% | 1138 | -649 | -4.35% | Q1 2026 | May 07, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 14,197 | 413 | 0.01% | 0.01% | 1139 | +4,689 | 49.32% | Q1 2026 | Apr 29, 2026 |
| TFB Advisors LLC | History | Reduced | 14,128 | 411 | 0.22% | 0.27% | 1140 | -15,204 | -51.83% | Q1 2026 | Apr 20, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 14,065 | 409 | 0.14% | 0.05% | 1141 | +9,504 | 208.38% | Q1 2026 | Apr 23, 2026 |
| Financial Planning Fort Collins, LLC | History | Reduced | 12,392 | 407 | 0.31% | 0.38% | 1143 | -824 | -6.23% | Q1 2026 | Apr 27, 2026 |
| Argent Trust Co | History | Added to | 13,979 | 407 | 0.01% | 0.02% | 1142 | +4 | 0.03% | Q1 2026 | May 13, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | Added to | 13,863 | 403 | 0.26% | 0.28% | 1144 | +250 | 1.84% | Q1 2026 | May 07, 2026 |
| Yoffe Investment Management, LLC | History | No change | 13,824 | 402 | 0.52% | 0.57% | 1145 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Oldfather Financial Services, LLC | History | No change | 12,305 | 401 | 0.12% | 0.12% | 1146 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 13,720 | 400 | 0.24% | 0.22% | 1147 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 13,731 | 399 | 0.01% | 0.01% | 1148 | +11 | 0.08% | Q1 2026 | May 08, 2026 |
| Asio Capital, LLC | History | No change | 13,716 | 399 | 0.06% | 0.06% | 1149 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Investment Research Partners LLC | History | Reduced | 13,697 | 398 | 0.16% | 0.2% | 1150 | -370 | -2.63% | Q1 2026 | Apr 29, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 13,660 | 397 | 0.42% | 0.59% | 1151 | -4,526 | -24.89% | Q1 2026 | May 13, 2026 |
| Stokes Family Office, LLC | History | Reduced | 13,596 | 396 | 0.04% | 0.05% | 1152 | -1,647 | -10.8% | Q1 2026 | May 11, 2026 |
| Ascension Capital Advisors, Inc. | History | Added to | 13,503 | 393 | 0.12% | 0.12% | 1153 | +2,367 | 21.26% | Q1 2026 | May 13, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 13,506 | 393 | 0.19% | 0.22% | 1154 | -153 | -1.12% | Q1 2026 | May 08, 2026 |
| Investments & Financial Planning, LLC | History | Added to | 13,391 | 390 | 0.21% | 0.21% | 1157 | +1,505 | 12.66% | Q1 2026 | May 11, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 13,406 | 390 | 0.06% | 0.07% | 1156 | -622 | -4.43% | Q1 2026 | Apr 16, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 13,407 | 390 | 0.04% | 0.05% | 1155 | -592 | -4.23% | Q1 2026 | Apr 30, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 13,373 | 389 | 0.09% | 0.11% | 1158 | -332 | -2.42% | Q1 2026 | Apr 10, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 11,931 | 389 | 0.48% | 0.49% | 1159 | +7 | 0.06% | Q1 2026 | Apr 29, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 13,347 | 388 | 0.11% | 0.17% | 1160 | +936 | 7.54% | Q1 2026 | Apr 08, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 13,303 | 387 | 0.02% | 0.03% | 1162 | -2,792 | -17.35% | Q1 2026 | Apr 29, 2026 |
| WEALTH EFFECTS LLC | History | No change | 13,318 | 387 | 0.14% | 0.14% | 1161 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 13,284 | 386 | 0.23% | 0.28% | 1163 | -900 | -6.35% | Q1 2026 | Apr 21, 2026 |
| Smith Salley Wealth Management | History | Reduced | 13,219 | 385 | 0.02% | 0.02% | 1164 | -824 | -5.87% | Q1 2026 | Apr 16, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 13,204 | 384 | 0.02% | 0.01% | 1165 | +5,126 | 63.46% | Q1 2026 | May 04, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 13,211 | 384 | 0.33% | 0.42% | 1166 | -1,855 | -12.31% | Q1 2026 | May 06, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 13,130 | 382 | 0.03% | 0.03% | 1167 | +315 | 2.46% | Q1 2026 | Apr 22, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 13,065 | 380 | 0.06% | 0.11% | 1168 | -7,798 | -37.38% | Q1 2026 | Apr 23, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Reduced | 13,024 | 379 | 0.07% | 0.08% | 1169 | -2,330 | -15.18% | Q1 2026 | May 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 12,996 | 378 | 0.0% | 0.0% | 1170 | +3,890 | 42.72% | Q1 2026 | Apr 27, 2026 |
| ForthRight Wealth Management, LLC | History | No change | 12,925 | 376 | 0.11% | 0.12% | 1171 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Aegis Wealth Management, Inc. | History | Reduced | 12,861 | 374 | 0.29% | 0.34% | 1172 | -429 | -3.23% | Q1 2026 | Apr 20, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 12,773 | 372 | 0.21% | 0.24% | 1173 | +151 | 1.2% | Q1 2026 | May 01, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 12,747 | 371 | 0.07% | 0.07% | 1174 | -541 | -4.07% | Q1 2026 | May 20, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 12,676 | 369 | 0.02% | 0.03% | 1175 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 12,639 | 368 | 0.04% | 6.17% | 1176 | -1,820,196 | -99.31% | Q1 2026 | Apr 15, 2026 |
| RHS Financial, LLC | History | Reduced | 12,652 | 368 | 0.17% | 0.21% | 1177 | -600 | -4.53% | Q1 2026 | Apr 28, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 12,581 | 366 | 0.03% | 0.04% | 1178 | -885 | -6.57% | Q1 2026 | May 06, 2026 |
| GODSEY & GIBB, INC | History | Reduced | 12,553 | 365 | 0.03% | 0.04% | 1179 | -520 | -3.98% | Q1 2026 | Apr 20, 2026 |
| Firestone Capital Management | History | Added to | 12,530 | 365 | 0.08% | 0.09% | 1180 | +164 | 1.33% | Q1 2026 | May 08, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 12,522 | 364 | 0.03% | 0.05% | 1181 | -6,007 | -32.42% | Q1 2026 | Apr 30, 2026 |
| Hudock, Inc. | History | Added to | 12,515 | 364 | 0.05% | 0.06% | 1182 | +3 | 0.02% | Q1 2026 | May 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 12,492 | 363 | 0.03% | 0.04% | 1183 | +492 | 4.1% | Q1 2026 | Apr 15, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 12,489 | 363 | 0.0% | 0.0% | 1184 | -44 | -0.35% | Q1 2026 | May 14, 2026 |
| Retireful, LLC | History | New | 11,899 | 361 | 0.51% | — | 1186 | +11,899 | New | Q1 2026 | Apr 15, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 12,419 | 361 | 0.02% | 0.02% | 1185 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 12,363 | 360 | 0.2% | 0.22% | 1187 | -125 | -1.0% | Q1 2026 | Apr 21, 2026 |
| OFS Enterprise LLC | History | New | 12,345 | 359 | 0.11% | — | 1189 | +12,345 | New | Q1 2026 | Apr 09, 2026 |
| Plan A Wealth LLC | History | Added to | 12,337 | 359 | 0.17% | 0.16% | 1188 | +2,499 | 25.4% | Q1 2026 | May 15, 2026 |
| Finer Wealth Management, Inc. | History | Reduced | 12,259 | 357 | 0.18% | 0.2% | 1191 | -302 | -2.4% | Q1 2026 | May 12, 2026 |
| Summit Global Investments | History | Reduced | 12,259 | 357 | 0.02% | 0.02% | 1190 | -146 | -1.18% | Q1 2026 | May 07, 2026 |
| FULTON BANK, N.A. | History | No change | 12,244 | 356 | 0.01% | 0.01% | 1192 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ORG Partners LLC | History | No change | 10,938 | 356 | 0.06% | 0.06% | 1193 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 12,176 | 354 | 0.05% | 0.04% | 1195 | +3,091 | 34.02% | Q1 2026 | May 12, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 12,173 | 354 | 0.04% | 0.04% | 1194 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 11,995 | 349 | 0.02% | 0.03% | 1196 | -2,105 | -14.93% | Q1 2026 | Apr 23, 2026 |
| Vectors Research Management, LLC | History | Reduced | 11,995 | 349 | 0.1% | 0.14% | 1198 | -2,105 | -14.93% | Q1 2026 | May 05, 2026 |
| AMG National Trust Bank | History | Reduced | 12,000 | 349 | 0.01% | 0.01% | 1197 | -1,104 | -8.42% | Q1 2026 | May 04, 2026 |
| URS Advisory LLC | History | Added to | 12,015 | 349 | 0.26% | 0.32% | 1199 | +265 | 2.26% | Q1 2026 | Apr 23, 2026 |
| Coastwise Capital Group, LLC | History | Reduced | 11,886 | 346 | 0.19% | 0.2% | 1200 | -275 | -2.26% | Q1 2026 | May 07, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 11,855 | 345 | 0.06% | 0.06% | 1201 | +45 | 0.38% | Q1 2026 | May 06, 2026 |
| Carter Financial, LLC | History | New | 11,834 | 344 | 0.3% | — | 1202 | +11,834 | New | Q1 2026 | May 13, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 11,788 | 343 | 0.01% | 0.01% | 1203 | +835 | 7.62% | Q1 2026 | Apr 21, 2026 |
| Aspire Capital Advisors LLC | History | Reduced | 11,769 | 342 | 0.08% | 0.09% | 1204 | -560 | -4.54% | Q1 2026 | Apr 22, 2026 |
| Painted Porch Advisors LLC | History | Added to | 11,744 | 342 | 0.16% | 0.15% | 1205 | +95 | 0.82% | Q1 2026 | May 14, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 10,445 | 341 | 0.05% | 0.13% | 1207 | -115,953 | -91.74% | Q1 2026 | May 01, 2026 |
| Catalyst Investment Management LLC | History | Reduced | 10,461 | 341 | 0.38% | 2.05% | 1208 | -55,890 | -84.23% | Q1 2026 | Apr 23, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | No change | 11,734 | 341 | 0.04% | 0.05% | 1206 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 11,508 | 339 | 0.02% | 0.02% | 1209 | +3,352 | 41.1% | Q1 2026 | Apr 07, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 11,670 | 339 | 0.11% | 0.12% | 1210 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Hamilton Capital, LLC | History | No change | 11,610 | 338 | 0.02% | 0.02% | 1211 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Paladin Advisory Group, LLC | History | No change | 11,613 | 338 | 0.26% | 0.28% | 1212 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Evolution Advisers, Inc. | History | Added to | 11,589 | 337 | 0.14% | 0.04% | 1215 | +8,971 | 342.67% | Q1 2026 | May 01, 2026 |
| Seascape Capital Management | History | Added to | 11,580 | 337 | 0.1% | 0.11% | 1213 | +14 | 0.12% | Q1 2026 | Apr 28, 2026 |
| Rossmore Private Capital | History | No change | 11,580 | 337 | 0.03% | 0.03% | 1214 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sunrise Financial Services, LLC | History | Added to | 11,558 | 336 | 0.24% | 0.26% | 1216 | +1,136 | 10.9% | Q1 2026 | Apr 29, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 11,518 | 335 | 0.01% | 0.02% | 1217 | -1,691 | -12.8% | Q1 2026 | Apr 28, 2026 |
| NWK Group, Inc. | History | Reduced | 11,504 | 335 | 0.13% | 0.13% | 1218 | -400 | -3.36% | Q1 2026 | May 07, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 11,525 | 335 | 0.18% | 0.21% | 1219 | -148 | -1.27% | Q1 2026 | Apr 24, 2026 |
| Olde Wealth Management, LLC | History | New | 11,500 | 334 | 0.11% | — | 1222 | +11,500 | New | Q1 2026 | May 12, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 11,488 | 334 | 0.16% | 0.19% | 1220 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Uptown Financial Advisors LLC | History | No change | 11,476 | 334 | 0.27% | 0.27% | 1221 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| IMC-Chicago, LLC | History | Reduced | 11,451 | 333 | 0.0% | 0.0% | 1223 | -8,691 | -43.15% | Q1 2026 | May 05, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 11,321 | 329 | 0.1% | 0.13% | 1224 | -33 | -0.29% | Q1 2026 | Apr 15, 2026 |
| Capital Asset Advisory Services LLC | History | New | 10,100 | 328 | 0.01% | — | 1227 | +10,100 | New | Q1 2026 | Apr 24, 2026 |
| Delta Investment Management, LLC | History | Added to | 11,276 | 328 | 0.06% | 0.06% | 1225 | +1,207 | 11.99% | Q1 2026 | May 12, 2026 |
| Ted Buchan & Co | History | Reduced | 11,284 | 328 | 0.12% | 0.14% | 1226 | -692 | -5.78% | Q1 2026 | May 14, 2026 |
| SEEDS INVESTOR LLC | History | New | 10,386 | 327 | 0.04% | — | 1230 | +10,386 | New | Q1 2026 | May 11, 2026 |
| LaFleur & Godfrey LLC | History | Reduced | 11,255 | 327 | 0.04% | 0.05% | 1228 | -270 | -2.34% | Q1 2026 | May 04, 2026 |
| American Money Management, LLC | History | Added to | 11,238 | 327 | 0.05% | 0.06% | 1229 | +14 | 0.12% | Q1 2026 | May 11, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Reduced | 11,190 | 325 | 0.12% | 0.17% | 1232 | -2,746 | -19.7% | Q1 2026 | Apr 15, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 11,165 | 325 | 0.03% | 0.04% | 1231 | -591 | -5.03% | Q1 2026 | May 05, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 11,129 | 324 | 0.04% | 0.05% | 1235 | +964 | 9.48% | Q1 2026 | Apr 23, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 9,936 | 324 | 0.03% | 0.03% | 1233 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Gradient Investments LLC | History | No change | 11,131 | 324 | 0.01% | 0.01% | 1234 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 11,104 | 323 | 0.03% | 0.04% | 1236 | +196 | 1.8% | Q1 2026 | Apr 09, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | New | 11,085 | 322 | 0.0% | — | 1240 | +11,085 | New | Q1 2026 | May 04, 2026 |
| Round Rock Advisors LLC | History | Added to | 11,083 | 322 | 0.05% | 0.05% | 1237 | +620 | 5.93% | Q1 2026 | May 15, 2026 |
| Victrix Investment Advisors | History | Added to | 11,084 | 322 | 0.12% | 0.14% | 1238 | +216 | 1.99% | Q1 2026 | Apr 09, 2026 |
| Summit Financial Consulting LLC | History | Added to | 11,064 | 322 | 0.23% | 0.26% | 1239 | +61 | 0.55% | Q1 2026 | Apr 10, 2026 |
| Omega Financial Group, LLC | History | Reduced | 11,045 | 321 | 0.1% | 0.13% | 1242 | -989 | -8.22% | Q1 2026 | May 12, 2026 |
| Diversified Investment Strategies, LLC | History | No change | 11,036 | 321 | 0.21% | 0.24% | 1241 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TPG Advisors LLC | History | No change | 11,053 | 321 | 0.2% | 0.22% | 1243 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 10,926 | 318 | 0.02% | 0.06% | 1245 | -19,160 | -63.68% | Q1 2026 | Apr 09, 2026 |
| Stenger Family Office, LLC | History | Added to | 9,624 | 318 | 0.06% | 0.05% | 1246 | +1,906 | 24.7% | Q1 2026 | Apr 29, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 10,921 | 318 | 0.03% | 0.04% | 1244 | -24 | -0.22% | Q1 2026 | Apr 28, 2026 |
| GoalVest Advisory LLC | History | No change | 10,896 | 317 | 0.06% | 0.07% | 1247 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 10,863 | 316 | 0.08% | 0.1% | 1249 | -45 | -0.41% | Q1 2026 | Apr 15, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 10,879 | 316 | 0.02% | 0.03% | 1248 | -42 | -0.38% | Q1 2026 | May 07, 2026 |
| IFC & Insurance Marketing, Inc. | History | Added to | 10,817 | 315 | 0.33% | 0.31% | 1251 | +1,112 | 11.46% | Q1 2026 | Apr 16, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 10,838 | 315 | 0.02% | 0.03% | 1250 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Wealth Dimensions Group, Ltd. | History | New | 10,777 | 313 | 0.06% | — | 1252 | +10,777 | New | Q1 2026 | May 11, 2026 |
| Columbia Bank | History | No change | 10,740 | 312 | 0.09% | 0.1% | 1253 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BTC Capital Management, Inc. | History | New | 10,688 | 311 | 0.02% | — | 1256 | +10,688 | New | Q1 2026 | Apr 20, 2026 |
| Vivaldi Capital Management LP | History | No change | 10,689 | 311 | 0.04% | 0.05% | 1254 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 10,688 | 311 | 0.02% | 0.02% | 1255 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Strategic Equity Management | History | No change | 10,623 | 309 | 0.12% | 0.12% | 1257 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Trexquant Investment LP | History | Added to | 10,585 | 308 | 0.0% | 0.0% | 1260 | +952 | 9.88% | Q1 2026 | May 15, 2026 |
| Atlas Brown,Inc. | History | Added to | 10,594 | 308 | 0.09% | 0.1% | 1258 | +14 | 0.13% | Q1 2026 | Apr 17, 2026 |
| PINKERTON WEALTH, LLC | History | No change | 9,464 | 308 | 0.03% | 0.03% | 1259 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Balefire, LLC | History | Added to | 10,543 | 307 | 0.06% | 0.06% | 1261 | +404 | 3.98% | Q1 2026 | May 07, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 10,540 | 307 | 0.03% | 0.03% | 1262 | -45 | -0.43% | Q1 2026 | May 07, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 10,522 | 306 | 0.08% | 0.08% | 1263 | +2,288 | 27.79% | Q1 2026 | Apr 23, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 10,498 | 305 | 0.02% | 0.02% | 1264 | +42 | 0.4% | Q1 2026 | Apr 27, 2026 |
| Cascade Wealth Advisors, Inc | History | No change | 8,962 | 305 | 0.13% | 0.13% | 1265 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Harvest Investment Services, LLC | History | Added to | 10,437 | 304 | 0.06% | 0.06% | 1266 | +114 | 1.1% | Q1 2026 | May 14, 2026 |
| Cadia Private Client LLC | History | Reduced | 10,419 | 303 | 0.25% | 0.38% | 1267 | -4,295 | -29.19% | Q1 2026 | May 20, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 10,305 | 300 | 0.06% | 0.08% | 1268 | -1,621 | -13.59% | Q1 2026 | May 15, 2026 |
| Western Reserve Capital Management, LLC | History | Added to | 10,298 | 299 | 0.25% | 0.29% | 1270 | +671 | 6.97% | Q1 2026 | Apr 27, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 10,269 | 299 | 0.03% | 0.04% | 1269 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 10,258 | 298 | 0.01% | 0.01% | 1271 | +3,364 | 48.8% | Q1 2026 | Apr 20, 2026 |
| Basepoint Wealth LLC | History | Added to | 10,245 | 298 | 0.17% | 0.16% | 1274 | +1,926 | 23.15% | Q1 2026 | May 07, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 10,252 | 298 | 0.08% | 0.1% | 1273 | -122 | -1.18% | Q1 2026 | May 07, 2026 |
| REDW Wealth LLC | History | No change | 10,248 | 298 | 0.12% | 0.13% | 1272 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Bauman Advisory Group, LLC | History | Reduced | 10,166 | 296 | 0.21% | 6.32% | 1276 | -230,220 | -95.77% | Q1 2026 | May 06, 2026 |
| Mason & Associates Inc | History | No change | 10,560 | 296 | 0.06% | 0.06% | 1275 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Tannin Capital LLC | History | Reduced | 10,095 | 294 | 0.21% | 0.3% | 1277 | -28 | -0.28% | Q1 2026 | May 12, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 10,084 | 293 | 0.2% | 0.22% | 1278 | +765 | 8.21% | Q1 2026 | Apr 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 10,040 | 292 | 0.01% | — | 1279 | +10,040 | New | Q1 2026 | May 14, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 10,019 | 291 | 0.19% | 0.21% | 1280 | +224 | 2.29% | Q1 2026 | Apr 13, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 9,936 | 289 | 0.03% | — | 1283 | +9,936 | New | Q1 2026 | Apr 08, 2026 |
| Sage Investment Counsel LLC | History | Added to | 9,929 | 289 | 0.32% | 0.34% | 1282 | +377 | 3.95% | Q1 2026 | Apr 24, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 9,490 | 289 | 0.03% | 0.03% | 1281 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 9,896 | 288 | 0.04% | 0.04% | 1285 | +5 | 0.05% | Q1 2026 | Apr 16, 2026 |
| VestGen Investment Management | History | No change | 9,908 | 288 | 0.16% | 0.18% | 1284 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Trust Co of the South | History | No change | 9,920 | 288 | 0.05% | 0.05% | 1286 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Orographic Financial Advisors, LLC | History | New | 9,849 | 286 | 0.2% | — | 1289 | +9,849 | New | Q1 2026 | May 19, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 9,836 | 286 | 0.05% | 0.05% | 1287 | +1,247 | 14.52% | Q1 2026 | May 15, 2026 |
| Brightwater Advisory LLC | History | Added to | 9,837 | 286 | 0.19% | 0.21% | 1288 | +426 | 4.53% | Q1 2026 | Apr 30, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 9,786 | 285 | 0.02% | 0.03% | 1291 | +118 | 1.22% | Q1 2026 | May 12, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 9,803 | 285 | 0.03% | 0.03% | 1292 | -68 | -0.69% | Q1 2026 | Apr 23, 2026 |
| LWM ADVISORS INC | History | Added to | 9,790 | 285 | 0.25% | 0.28% | 1293 | +2 | 0.02% | Q1 2026 | Apr 10, 2026 |
| CHECK CAPITAL MANAGEMENT INC/CA | History | No change | 9,800 | 285 | 0.01% | 0.01% | 1290 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Third View Private Wealth, LLC | History | New | 9,725 | 283 | 0.04% | — | 1295 | +9,725 | New | Q1 2026 | Apr 15, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Added to | 9,707 | 283 | 0.01% | 0.01% | 1294 | +9 | 0.09% | Q1 2026 | May 12, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 9,665 | 281 | 0.01% | 0.01% | 1296 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Riverstone Advisors, LLC | History | No change | 9,664 | 281 | 0.14% | 0.15% | 1297 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 9,617 | 280 | 0.21% | 0.23% | 1298 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Neuberger Berman Group LLC | History | No change | 9,570 | 278 | 0.0% | 0.0% | 1299 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Seneca House Advisors | History | Reduced | 9,502 | 276 | 0.11% | 0.12% | 1301 | -408 | -4.12% | Q1 2026 | May 01, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 9,492 | 276 | 0.0% | 0.0% | 1302 | -252 | -2.59% | Q1 2026 | May 13, 2026 |
| Palisade Asset Management, LLC | History | No change | 9,484 | 276 | 0.03% | 0.03% | 1300 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| City Center Advisors, LLC | History | Reduced | 9,468 | 275 | 0.25% | 0.29% | 1303 | -173 | -1.79% | Q1 2026 | Apr 07, 2026 |
| Glenview Trust Co | History | No change | 9,368 | 272 | 0.0% | 0.0% | 1304 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 8,912 | 271 | 0.02% | 0.02% | 1305 | +940 | 11.79% | Q1 2026 | Apr 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 9,324 | 271 | 0.04% | 0.04% | 1306 | +219 | 2.41% | Q1 2026 | Apr 28, 2026 |
| Latitude Advisors, LLC | History | Added to | 9,279 | 270 | 0.12% | 0.13% | 1307 | +241 | 2.67% | Q1 2026 | Apr 27, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 9,169 | 267 | 0.13% | 0.31% | 1309 | -9,364 | -50.53% | Q1 2026 | May 14, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 9,185 | 267 | 0.07% | 0.08% | 1308 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 9,036 | 266 | 0.03% | 0.05% | 1312 | -348 | -3.71% | Q1 2026 | Apr 10, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 7,759 | 266 | 0.02% | 0.02% | 1310 | +2 | 0.03% | Q1 2026 | May 14, 2026 |
| Rice Partnership, LLC | History | No change | 9,137 | 266 | 0.04% | 0.04% | 1311 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Manuka Financial, LLC | History | Reduced | 9,065 | 264 | 0.16% | 0.23% | 1313 | -2,365 | -20.69% | Q1 2026 | May 07, 2026 |
| Johnson Bixby & Associates, LLC | History | New | 9,034 | 263 | 0.03% | — | 1315 | +9,034 | New | Q1 2026 | Apr 16, 2026 |
| Copley Financial Group, Inc. | History | Reduced | 9,045 | 263 | 0.16% | 0.19% | 1314 | -535 | -5.58% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 8,989 | 261 | 0.0% | — | 1320 | +8,989 | New | Q1 2026 | Apr 27, 2026 |
| MOTCO | History | Added to | 8,991 | 261 | 0.02% | 0.0% | 1316 | +8,444 | 1543.69% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 8,990 | 261 | 0.03% | 0.03% | 1317 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SAXON INTERESTS, INC. | History | No change | 8,984 | 261 | 0.09% | 0.1% | 1318 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| LFG Wealth Partners, LLC | History | No change | 8,023 | 261 | 0.17% | 0.17% | 1319 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 8,928 | 260 | 0.07% | 0.07% | 1322 | +1,810 | 25.43% | Q1 2026 | Apr 23, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 8,951 | 260 | 0.13% | 0.14% | 1323 | +532 | 6.32% | Q1 2026 | May 15, 2026 |
| Legacy Financial Group LLC | History | Added to | 8,937 | 260 | 0.03% | 0.03% | 1321 | +9 | 0.1% | Q1 2026 | May 04, 2026 |
| PFG Investments, LLC | History | Added to | 8,779 | 255 | 0.01% | 0.01% | 1326 | +2,637 | 42.93% | Q1 2026 | Apr 27, 2026 |
| Operose Advisors LLC | History | Reduced | 8,759 | 255 | 0.06% | 0.07% | 1325 | -427 | -4.65% | Q1 2026 | May 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 7,840 | 255 | 0.0% | 0.0% | 1324 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | New | 8,754 | 254 | 0.09% | — | 1330 | +8,754 | New | Q1 2026 | May 14, 2026 |
| ERn Financial, LLC | History | Added to | 8,734 | 254 | 0.05% | 0.04% | 1327 | +2,450 | 38.99% | Q1 2026 | Apr 24, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 8,752 | 254 | 0.05% | 0.08% | 1328 | -2,179 | -19.93% | Q1 2026 | May 13, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | No change | 8,735 | 254 | 0.16% | 0.18% | 1329 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Fonville Wealth Management LLC | History | Added to | 8,689 | 253 | 0.05% | 0.06% | 1331 | +155 | 1.82% | Q1 2026 | Apr 20, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Reduced | 7,691 | 252 | 0.11% | 0.12% | 1333 | -809 | -9.52% | Q1 2026 | May 04, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 8,665 | 252 | 0.02% | 0.02% | 1332 | +11 | 0.13% | Q1 2026 | Apr 29, 2026 |
| Empower Advisory Group, LLC | History | New | 8,588 | 250 | 0.0% | — | 1334 | +8,588 | New | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | New | 8,534 | 249 | 0.0% | — | 1336 | +8,534 | New | Q1 2026 | Apr 16, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 8,548 | 249 | 0.09% | 0.1% | 1335 | +146 | 1.74% | Q1 2026 | May 11, 2026 |
| Fulcrum Equity Management | History | Reduced | 8,481 | 247 | 0.24% | 0.85% | 1338 | -18,764 | -68.87% | Q1 2026 | Apr 02, 2026 |
| Mirador Capital Partners LP | History | Added to | 8,511 | 247 | 0.03% | 0.04% | 1337 | +221 | 2.67% | Q1 2026 | Apr 08, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 8,397 | 246 | 0.09% | 0.1% | 1342 | +638 | 8.22% | Q1 2026 | Apr 29, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 8,448 | 246 | 0.02% | 0.03% | 1339 | -299 | -3.42% | Q1 2026 | Apr 16, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 8,455 | 246 | 0.07% | 0.08% | 1340 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Summit Wealth Group, LLC | History | No change | 8,456 | 246 | 0.06% | 0.06% | 1341 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| River Wealth Advisors LLC | History | New | 8,415 | 245 | 0.03% | — | 1344 | +8,415 | New | Q1 2026 | May 13, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 8,411 | 245 | 0.08% | 0.08% | 1343 | -54 | -0.64% | Q1 2026 | Apr 23, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Reduced | 8,387 | 244 | 0.16% | 0.21% | 1347 | -1,292 | -13.35% | Q1 2026 | Apr 21, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 8,405 | 244 | 0.06% | 0.08% | 1345 | +380 | 4.74% | Q1 2026 | May 15, 2026 |
| MCF Advisors LLC | History | Reduced | 8,382 | 244 | 0.01% | 0.02% | 1346 | -200 | -2.33% | Q1 2026 | May 11, 2026 |
| Rehmann Capital Advisory Group | History | New | 8,350 | 243 | 0.01% | — | 1349 | +8,350 | New | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 8,342 | 243 | 0.02% | 0.02% | 1348 | -1,414 | -14.49% | Q1 2026 | Apr 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 8,328 | 242 | 0.0% | 0.0% | 1350 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cypress Capital Management LLC (WY) | History | Added to | 8,246 | 240 | 0.22% | 0.25% | 1351 | +123 | 1.51% | Q1 2026 | May 08, 2026 |
| Davis Wealth Advisors, LLC | History | Reduced | 8,218 | 239 | 0.2% | 0.25% | 1353 | -903 | -9.9% | Q1 2026 | May 14, 2026 |
| Emprise Bank | History | No change | 8,227 | 239 | 0.1% | 0.11% | 1352 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Trust Point Inc. | History | New | 8,167 | 237 | 0.02% | — | 1355 | +8,167 | New | Q1 2026 | Apr 15, 2026 |
| TrustWell Financial Advisors, LLC | History | Reduced | 8,167 | 237 | 0.22% | 0.26% | 1354 | -140 | -1.69% | Q1 2026 | May 07, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 8,076 | 235 | 0.08% | 0.09% | 1356 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Wolff Financial Management LLC | History | No change | 8,083 | 235 | 0.05% | 0.06% | 1357 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 8,048 | 234 | 0.04% | 0.04% | 1358 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 8,000 | 233 | 0.0% | 0.0% | 1360 | -8,000 | -50.0% | Q1 2026 | May 15, 2026 |
| Montz Harcus Wealth Management LLC | History | Reduced | 8,032 | 233 | 0.09% | 0.13% | 1362 | -1,469 | -15.46% | Q1 2026 | Apr 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 7,999 | 233 | 0.01% | 0.01% | 1359 | +664 | 9.05% | Q1 2026 | Apr 15, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | No change | 7,152 | 233 | 0.1% | 0.1% | 1361 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | Reduced | 7,995 | 232 | 0.07% | 0.09% | 1364 | -1,922 | -19.38% | Q1 2026 | May 13, 2026 |
| Saxony Capital Management, LLC | History | Added to | 7,992 | 232 | 0.13% | 0.13% | 1363 | +1,565 | 24.35% | Q1 2026 | Apr 24, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 7,896 | 230 | 0.03% | 0.03% | 1367 | +2 | 0.03% | Q1 2026 | Apr 10, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 7,916 | 230 | 0.0% | 0.0% | 1365 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Fort Point Capital Partners LLC | History | No change | 7,907 | 230 | 0.03% | 0.03% | 1366 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aull & Monroe Investment Management Corp | History | Added to | 7,889 | 229 | 0.11% | 0.12% | 1368 | +557 | 7.6% | Q1 2026 | Apr 21, 2026 |
| William Howard & Co Financial Advisors Inc | History | Reduced | 7,849 | 228 | 0.2% | 0.22% | 1371 | -298 | -3.66% | Q1 2026 | Apr 30, 2026 |
| HARTLINE INVESTMENT CORP/ | History | Reduced | 7,854 | 228 | 0.03% | 0.03% | 1369 | -48 | -0.61% | Q1 2026 | Apr 28, 2026 |
| FineMark National Bank & Trust | History | No change | 6,993 | 228 | 0.01% | 0.01% | 1370 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EJMK Ventures LLC | History | Reduced | 7,810 | 227 | 0.13% | 0.17% | 1372 | -913 | -10.47% | Q1 2026 | Apr 24, 2026 |
| LPWM LLC | History | New | 7,761 | 226 | 0.06% | — | 1374 | +7,761 | New | Q1 2026 | Apr 08, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 7,763 | 226 | 0.02% | 0.03% | 1373 | -2,170 | -21.85% | Q1 2026 | May 07, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 7,725 | 225 | 0.0% | 0.0% | 1375 | +3,133 | 68.23% | Q1 2026 | May 15, 2026 |
| London & Capital Asset Management Ltd | History | Reduced | 7,744 | 225 | 0.0% | 0.0% | 1377 | -460 | -5.61% | Q1 2026 | May 15, 2026 |
| Virtue Capital Management, LLC | History | Added to | 8,039 | 225 | 0.03% | 0.04% | 1376 | +1 | 0.01% | Q1 2026 | May 07, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 7,758 | 225 | 0.11% | 0.11% | 1378 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | New | 7,720 | 224 | 0.0% | — | 1381 | +7,720 | New | Q1 2026 | May 14, 2026 |
| Crewe Advisors LLC | History | Added to | 7,699 | 224 | 0.02% | 0.02% | 1379 | +1 | 0.01% | Q1 2026 | May 07, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 7,706 | 224 | 0.08% | 0.09% | 1380 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 7,673 | 223 | 0.07% | 0.08% | 1382 | +10 | 0.13% | Q1 2026 | Apr 20, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 7,631 | 222 | 0.05% | 0.05% | 1383 | +488 | 6.83% | Q1 2026 | May 08, 2026 |
| Redwood Investment Management, LLC | History | Added to | 7,588 | 221 | 0.03% | 0.03% | 1384 | +5 | 0.07% | Q1 2026 | May 14, 2026 |
| Cladis Investment Advisory, LLC | History | No change | 7,536 | 219 | 0.12% | 0.13% | 1385 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wingate Wealth Advisors, Inc. | History | New | 7,515 | 218 | 0.12% | — | 1386 | +7,515 | New | Q1 2026 | May 01, 2026 |
| SUMMITRY LLC | History | New | 7,461 | 217 | 0.01% | — | 1387 | +7,461 | New | Q1 2026 | May 22, 2026 |
| Discipline Wealth Solutions, LLC | History | New | 7,461 | 217 | 0.02% | — | 1388 | +7,461 | New | Q1 2026 | Apr 17, 2026 |
| Headlands Technologies LLC | History | New | 7,410 | 215 | 0.02% | — | 1390 | +7,410 | New | Q1 2026 | May 13, 2026 |
| Welch Financial Planning, LLC | History | No change | 7,392 | 215 | 0.15% | 0.18% | 1389 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 7,357 | 214 | 0.04% | 0.04% | 1392 | -459 | -5.87% | Q1 2026 | Apr 21, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | Reduced | 7,376 | 214 | 0.06% | 0.06% | 1391 | -25 | -0.34% | Q1 2026 | Apr 13, 2026 |
| FF Advisors,LLC | History | New | 6,580 | 213 | 0.09% | — | 1395 | +6,580 | New | Q1 2026 | Apr 27, 2026 |
| Bellwether Advisors, LLC | History | No change | 7,341 | 213 | 0.04% | 0.04% | 1393 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tanager Wealth Management LLP | History | No change | 7,323 | 213 | 0.02% | 0.02% | 1394 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 7,295 | 212 | 0.04% | 0.04% | 1396 | +601 | 8.98% | Q1 2026 | May 12, 2026 |
| Naviter Wealth, LLC | History | No change | 7,286 | 212 | 0.03% | 0.03% | 1397 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 7,231 | 210 | 0.01% | 0.01% | 1398 | -1,958 | -21.31% | Q1 2026 | May 05, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 7,183 | 209 | 0.04% | 0.05% | 1400 | +898 | 14.29% | Q1 2026 | May 12, 2026 |
| DECISION INVESTMENTS, INC | History | No change | 7,200 | 209 | 0.24% | 0.26% | 1399 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Centurion Wealth Management LLC | History | New | 7,156 | 208 | 0.05% | — | 1401 | +7,156 | New | Q1 2026 | Apr 10, 2026 |
| CORA CAPITAL ADVISORS LLC | History | New | 7,118 | 207 | 0.07% | — | 1405 | +7,118 | New | Q1 2026 | Apr 17, 2026 |
| Intrua Financial, LLC | History | Added to | 7,121 | 207 | 0.02% | 0.02% | 1404 | +5 | 0.07% | Q1 2026 | Apr 23, 2026 |
| INGALLS & SNYDER LLC | History | No change | 7,100 | 207 | 0.01% | 0.01% | 1402 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Banque Cantonale Vaudoise | History | No change | 7,117 | 207 | 0.01% | 0.01% | 1403 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | Reduced | 7,068 | 206 | 0.04% | 0.05% | 1407 | -1,315 | -15.69% | Q1 2026 | May 12, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 7,100 | 206 | 0.05% | 0.06% | 1408 | -528 | -6.92% | Q1 2026 | May 06, 2026 |
| MEYER HANDELMAN CO | History | No change | 7,096 | 206 | 0.01% | 0.01% | 1406 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 7,055 | 205 | 0.04% | — | 1409 | +7,055 | New | Q1 2026 | May 11, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 7,007 | 204 | 0.01% | 0.01% | 1410 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Apollon Financial, LLC | History | No change | 6,986 | 203 | 0.03% | 0.03% | 1411 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| EQUITABLE TRUST CO | History | New | 6,964 | 202 | 0.01% | — | 1414 | +6,964 | New | Q1 2026 | Apr 30, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 6,950 | 202 | 0.13% | 0.16% | 1412 | -650 | -8.55% | Q1 2026 | Apr 24, 2026 |
| Forza Wealth Management, LLC | History | No change | 6,948 | 202 | 0.07% | 0.08% | 1413 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Axim Planning & Wealth | History | New | 6,884 | 200 | 0.24% | — | 1415 | +6,884 | New | Q1 2026 | May 14, 2026 |
| Vanguard National Trust Co | History | New | 6,807 | 198 | 0.01% | — | 1416 | +6,807 | New | Q1 2026 | May 08, 2026 |
| Strive Financial Group ,LLC | History | Added to | 6,674 | 194 | 0.1% | 0.11% | 1417 | +59 | 0.89% | Q1 2026 | May 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 5,830 | 190 | 0.06% | 0.06% | 1418 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Palouse Capital Management, Inc. | History | Added to | 6,468 | 188 | 0.12% | 0.13% | 1419 | +18 | 0.28% | Q1 2026 | Apr 24, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 6,432 | 187 | 0.01% | 0.01% | 1421 | -1,380 | -17.67% | Q1 2026 | May 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 6,434 | 187 | 0.0% | 0.0% | 1420 | +710 | 12.4% | Q1 2026 | May 15, 2026 |
| Piscataqua Savings Bank | History | New | 6,334 | 184 | 0.13% | — | 1422 | +6,334 | New | Q1 2026 | Apr 10, 2026 |
| Beacon Financial Strategies CORP | History | No change | 6,187 | 180 | 0.1% | 0.11% | 1423 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 6,162 | 179 | 0.12% | 0.14% | 1424 | +8 | 0.13% | Q1 2026 | Apr 21, 2026 |
| Anchor Investment Management, LLC | History | No change | 6,078 | 177 | 0.01% | 0.02% | 1425 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Heritage Wealth Advisors | History | Reduced | 5,960 | 173 | 0.01% | 0.01% | 1426 | -173 | -2.82% | Q1 2026 | May 13, 2026 |
| Pflug Koory, LLC | History | Added to | 5,876 | 171 | 0.08% | 0.09% | 1427 | +7 | 0.12% | Q1 2026 | Apr 21, 2026 |
| Quent Capital, LLC | History | Reduced | 5,846 | 170 | 0.01% | 0.01% | 1428 | -273 | -4.46% | Q1 2026 | Apr 28, 2026 |
| Clearstead Trust, LLC | History | No change | 5,756 | 167 | 0.03% | 0.03% | 1429 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Reduced | 5,718 | 166 | 0.06% | 0.1% | 1430 | -1,950 | -25.43% | Q1 2026 | Apr 17, 2026 |
| United Community Bank | History | No change | 5,600 | 163 | 0.05% | 0.07% | 1431 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 5,589 | 162 | 0.03% | 0.03% | 1432 | +385 | 7.4% | Q1 2026 | Apr 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 5,500 | 160 | 0.0% | 0.02% | 1433 | -539,975 | -98.99% | Q1 2026 | May 14, 2026 |
| Forum Finance Group S.A. | History | New | 6,700 | 158 | 0.09% | — | 1434 | +6,700 | New | Q1 2026 | May 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 5,365 | 156 | 0.0% | 0.06% | 1435 | -74,770 | -93.31% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Added to | 5,184 | 152 | 0.01% | 0.0% | 1436 | +4,478 | 634.28% | Q1 2026 | Apr 27, 2026 |
| Kennebec Savings Bank | History | Added to | 5,248 | 152 | 0.14% | 0.15% | 1437 | +5 | 0.1% | Q1 2026 | Apr 17, 2026 |
| Magnolia Wealth Management, LLC | History | New | 5,200 | 151 | 0.09% | — | 1438 | +5,200 | New | Q1 2026 | May 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 5,056 | 147 | 0.0% | 0.01% | 1439 | -325 | -6.04% | Q1 2026 | May 13, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 4,998 | 145 | 0.01% | 0.01% | 1440 | +7 | 0.14% | Q1 2026 | Apr 06, 2026 |
| TD Capital Management LLC | History | Added to | 4,923 | 143 | 0.01% | 0.01% | 1441 | +7 | 0.14% | Q1 2026 | May 11, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 4,799 | 139 | 0.06% | 0.06% | 1443 | +13 | 0.27% | Q1 2026 | May 01, 2026 |
| FIRST HORIZON CORP | History | No change | 4,800 | 139 | 0.01% | 0.01% | 1442 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 4,465 | 130 | 0.01% | 0.01% | 1444 | -95 | -2.08% | Q1 2026 | Apr 17, 2026 |
| Citizens National Bank Trust Department | History | No change | 4,340 | 126 | 0.02% | 0.02% | 1445 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 4,268 | 124 | 0.01% | — | 1446 | +4,268 | New | Q1 2026 | Apr 14, 2026 |
| Main Street Group, LTD | History | New | 4,240 | 123 | 0.04% | — | 1447 | +4,240 | New | Q1 2026 | May 06, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 4,168 | 121 | 0.1% | — | 1448 | +4,168 | New | Q1 2026 | Apr 16, 2026 |
| Versant Capital Management, Inc | History | Added to | 4,099 | 119 | 0.01% | 0.02% | 1449 | +2 | 0.05% | Q1 2026 | Apr 06, 2026 |
| Cascades Capital Asset Management, LLC | History | No change | 4,114 | 119 | 0.05% | 0.06% | 1450 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SFAM, LLC | History | Reduced | 4,025 | 117 | 0.11% | 0.13% | 1451 | -489 | -10.83% | Q1 2026 | May 04, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 4,032 | 117 | 0.05% | 0.06% | 1452 | +5 | 0.12% | Q1 2026 | Apr 07, 2026 |
| Legacy Bridge, LLC | History | No change | 4,000 | 116 | 0.04% | 0.05% | 1453 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Reduced | 3,907 | 113 | 0.05% | 0.06% | 1454 | -5 | -0.13% | Q1 2026 | May 14, 2026 |
| Friedenthal Financial | History | No change | 3,894 | 113 | 0.06% | 0.07% | 1455 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HM PAYSON & CO | History | Reduced | 3,813 | 111 | 0.0% | 0.0% | 1456 | -1,481 | -27.98% | Q1 2026 | Apr 13, 2026 |
| Abound Wealth Management | History | Added to | 3,770 | 109 | 0.02% | 0.01% | 1458 | +1,849 | 96.25% | Q1 2026 | Apr 10, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 3,762 | 109 | 0.01% | 0.01% | 1457 | -56 | -1.47% | Q1 2026 | May 12, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 3,760 | 109 | 0.06% | 0.07% | 1459 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| YANKCOM Partnership | History | Reduced | 3,628 | 105 | 0.04% | 0.06% | 1460 | -980 | -21.27% | Q1 2026 | Apr 20, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 3,564 | 103 | 0.06% | 0.06% | 1461 | -2 | -0.06% | Q1 2026 | Apr 13, 2026 |
| TSFG, LLC | History | No change | 3,493 | 102 | 0.02% | 0.02% | 1462 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Planning Project LLC | History | No change | 3,055 | 99 | 0.02% | 0.02% | 1463 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 3,276 | 95 | 0.01% | 0.01% | 1464 | +8 | 0.24% | Q1 2026 | Apr 16, 2026 |
| Tidemark, LLC | History | No change | 3,278 | 95 | 0.02% | 0.03% | 1465 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Armor Investment Advisors, LLC | History | No change | 3,260 | 94 | 0.03% | 0.04% | 1466 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,128 | 91 | 0.0% | 0.0% | 1467 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 3,012 | 87 | 0.0% | 0.0% | 1468 | +1 | 0.03% | Q1 2026 | Apr 13, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 2,959 | 86 | 0.04% | — | 1469 | +2,959 | New | Q1 2026 | May 14, 2026 |
| Burk Holdings LLC | History | New | 2,864 | 83 | 0.04% | — | 1472 | +2,864 | New | Q1 2026 | May 07, 2026 |
| Stone House Investment Management, LLC | History | Added to | 2,871 | 83 | 0.01% | 0.01% | 1470 | +990 | 52.63% | Q1 2026 | Apr 22, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 2,880 | 83 | 0.01% | 0.02% | 1471 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Trust Co | History | Added to | 2,685 | 78 | 0.01% | 0.01% | 1473 | +1,011 | 60.39% | Q1 2026 | Apr 13, 2026 |
| WealthCollab, LLC | History | No change | 2,621 | 76 | 0.03% | 0.03% | 1474 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Napier Financial, LLC | History | New | 2,521 | 73 | 0.02% | — | 1477 | +2,521 | New | Q1 2026 | May 05, 2026 |
| Cheviot Value Management, LLC | History | Added to | 2,521 | 73 | 0.01% | 0.01% | 1475 | +3 | 0.12% | Q1 2026 | May 12, 2026 |
| Longview Financial Advisors LLC | History | No change | 2,509 | 73 | 0.04% | 0.04% | 1476 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 2,503 | 72 | 0.04% | — | 1479 | +2,503 | New | Q1 2026 | May 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 2,478 | 72 | 0.05% | 0.05% | 1478 | +490 | 24.65% | Q1 2026 | Apr 27, 2026 |
| Kozak & Associates, Inc. | History | Added to | 2,284 | 70 | 0.01% | 0.01% | 1480 | +3 | 0.13% | Q1 2026 | Apr 14, 2026 |
| Blume Capital Management, Inc. | History | No change | 2,400 | 69 | 0.01% | 0.01% | 1481 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 2,314 | 67 | 0.02% | — | 1484 | +2,314 | New | Q1 2026 | May 08, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 2,329 | 67 | 0.0% | 0.0% | 1483 | -1,800 | -43.59% | Q1 2026 | May 07, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 2,332 | 67 | 0.03% | 0.03% | 1482 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Dunhill Financial, LLC | History | Reduced | 2,294 | 66 | 0.02% | 0.02% | 1486 | -40 | -1.71% | Q1 2026 | May 06, 2026 |
| Johnson Financial Group, Inc. | History | No change | 2,300 | 66 | 0.0% | 0.0% | 1485 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 2,284 | 66 | 0.02% | 0.02% | 1487 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Wellington Grp LLC | History | Reduced | 2,150 | 62 | 0.02% | 0.03% | 1488 | -657 | -23.41% | Q1 2026 | May 22, 2026 |
| Caitlin John, LLC | History | Added to | 2,099 | 61 | 0.04% | 0.04% | 1490 | +219 | 11.65% | Q1 2026 | May 13, 2026 |
| CITY HOLDING CO | History | No change | 2,100 | 61 | 0.01% | 0.01% | 1489 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Holdings, LLC | History | New | 2,068 | 60 | 0.02% | — | 1491 | +2,068 | New | Q1 2026 | May 08, 2026 |
| HighMark Wealth Management LLC | History | Reduced | 2,056 | 59 | 0.02% | 0.12% | 1492 | -7,157 | -77.68% | Q1 2026 | May 05, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 2,007 | 58 | 0.0% | — | 1494 | +2,007 | New | Q1 2026 | May 08, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,994 | 58 | 0.0% | 0.0% | 1493 | +841 | 72.94% | Q1 2026 | May 12, 2026 |
| Whipplewood Advisors, LLC | History | No change | 1,964 | 57 | 0.03% | 0.04% | 1495 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 1,927 | 56 | 0.01% | 0.01% | 1496 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| JNBA Financial Advisors | History | Reduced | 1,918 | 55 | 0.0% | 0.01% | 1497 | -1,010 | -34.49% | Q1 2026 | Apr 22, 2026 |
| MTM Investment Management, LLC | History | No change | 1,895 | 55 | 0.02% | 0.02% | 1498 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 1,912 | 55 | 0.0% | 0.0% | 1499 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 1,879 | 54 | 0.02% | 0.02% | 1501 | +373 | 24.77% | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 1,879 | 54 | 0.02% | 0.02% | 1500 | -14 | -0.74% | Q1 2026 | May 13, 2026 |
| JPL Wealth Management, LLC | History | New | 1,840 | 53 | 0.01% | — | 1506 | +1,840 | New | Q1 2026 | May 08, 2026 |
| Bangor Savings Bank | History | Reduced | 1,840 | 53 | 0.0% | 0.01% | 1503 | -200 | -9.8% | Q1 2026 | Apr 01, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 1,838 | 53 | 0.02% | 0.02% | 1504 | +13 | 0.71% | Q1 2026 | Apr 21, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 1,847 | 53 | 0.0% | 0.0% | 1502 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Dorato Capital Management | History | No change | 1,776 | 53 | 0.04% | 0.04% | 1505 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Scarborough Advisors, LLC | History | New | 1,810 | 52 | 0.01% | — | 1510 | +1,810 | New | Q1 2026 | May 07, 2026 |
| GAMMA Investing LLC | History | Added to | 1,809 | 52 | 0.0% | 0.0% | 1507 | +1,741 | 2560.29% | Q1 2026 | Apr 06, 2026 |
| Roxbury Financial LLC | History | Reduced | 1,796 | 52 | 0.05% | 0.05% | 1508 | -4 | -0.22% | Q1 2026 | Apr 17, 2026 |
| Bernard Wealth Management Corp. | History | Added to | 1,816 | 52 | 0.02% | 0.02% | 1509 | +1 | 0.06% | Q1 2026 | May 14, 2026 |
| SHP Wealth Management | History | Reduced | 1,757 | 51 | 0.0% | 0.01% | 1512 | -526 | -23.04% | Q1 2026 | May 08, 2026 |
| McIlrath & Eck, LLC | History | No change | 1,785 | 51 | 0.0% | 0.01% | 1511 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 1,718 | 50 | 0.02% | — | 1513 | +1,718 | New | Q1 2026 | May 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,701 | 49 | 0.0% | — | 1515 | +1,701 | New | Q1 2026 | May 14, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 1,708 | 49 | 0.01% | 0.01% | 1514 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 1,653 | 48 | 0.01% | — | 1516 | +1,653 | New | Q1 2026 | Apr 20, 2026 |
| IFG Advisory, LLC | History | Reduced | 1,616 | 47 | 0.13% | 0.09% | 1517 | -59,154 | -97.34% | Q1 2026 | May 12, 2026 |
| SouthState Bank Corp | History | Reduced | 1,609 | 46 | 0.0% | 0.01% | 1518 | -3,787 | -70.18% | Q1 2026 | May 05, 2026 |
| Avalon Trust Co | History | No change | 1,600 | 46 | 0.0% | 0.0% | 1519 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| True Wealth Design, LLC | History | New | 1,551 | 45 | 0.01% | — | 1521 | +1,551 | New | Q1 2026 | Apr 13, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 1,554 | 45 | 0.01% | 0.01% | 1520 | +13 | 0.84% | Q1 2026 | Apr 16, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 1,516 | 44 | 0.03% | 0.03% | 1522 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Synergy Investment Management, LLC | History | New | 1,469 | 42 | 0.01% | — | 1525 | +1,469 | New | Q1 2026 | May 14, 2026 |
| Founders Capital Management | History | Added to | 1,454 | 42 | 0.02% | 0.02% | 1524 | +18 | 1.25% | Q1 2026 | Apr 21, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 1,500 | 42 | 0.0% | 0.0% | 1523 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,280 | 41 | 0.0% | 0.0% | 1526 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Community Financial Services Group, LLC | History | New | 1,368 | 40 | 0.01% | — | 1527 | +1,368 | New | Q1 2026 | Apr 08, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | New | 1,307 | 38 | 0.0% | — | 1528 | +1,307 | New | Q1 2026 | May 15, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 1,304 | 37 | 0.0% | 0.0% | 1529 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,234 | 36 | 0.0% | 0.0% | 1530 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Kilter Group LLC | History | Reduced | 1,078 | 31 | 0.01% | 0.12% | 1532 | -7,175 | -86.94% | Q1 2026 | May 14, 2026 |
| Y.D. More Investments Ltd | History | No change | 1,122 | 31 | 0.0% | 0.0% | 1531 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 1,050 | 30 | 0.0% | 0.0% | 1533 | -28,000 | -96.39% | Q1 2026 | May 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 1,016 | 29 | 0.0% | 0.0% | 1534 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Center for Financial Planning, Inc. | History | New | 951 | 27 | 0.0% | — | 1535 | +951 | New | Q1 2026 | May 04, 2026 |
| Key FInancial Inc | History | No change | 921 | 26 | 0.0% | 0.01% | 1536 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Philadelphia Investment Partners, LLC | History | New | 888 | 25 | 0.02% | — | 1540 | +888 | New | Q1 2026 | May 05, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 861 | 25 | 0.01% | — | 1539 | +861 | New | Q1 2026 | May 06, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 870 | 25 | 0.01% | 0.01% | 1538 | +128 | 17.25% | Q1 2026 | Apr 30, 2026 |
| HOWE & RUSLING INC | History | Added to | 864 | 25 | 0.0% | 0.0% | 1537 | +96 | 12.5% | Q1 2026 | Apr 28, 2026 |
| SWAN Capital LLC | History | Reduced | 853 | 24 | 0.01% | 0.02% | 1541 | -999 | -53.94% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | New | 800 | 23 | 0.0% | — | 1545 | +800 | New | Q1 2026 | May 12, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 796 | 23 | 0.02% | — | 1546 | +796 | New | Q1 2026 | May 15, 2026 |
| CGC Financial Services, LLC | History | Reduced | 800 | 23 | 0.01% | 0.01% | 1543 | -259 | -24.46% | Q1 2026 | Apr 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 818 | 23 | 0.0% | 0.01% | 1542 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Westfuller Advisors, LLC | History | No change | 802 | 23 | 0.01% | 0.01% | 1544 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ATWOOD & PALMER INC | History | Added to | 766 | 22 | 0.0% | 0.0% | 1547 | +1 | 0.13% | Q1 2026 | Apr 15, 2026 |
| Crews Bank & Trust | History | No change | 774 | 22 | 0.0% | 0.0% | 1548 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Evergreen Advisors, LLC | History | New | 725 | 21 | 0.0% | — | 1551 | +725 | New | Q1 2026 | May 05, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 722 | 21 | 0.0% | 0.0% | 1550 | +322 | 80.5% | Q1 2026 | May 06, 2026 |
| Activest Wealth Management | History | Added to | 750 | 21 | 0.0% | 0.0% | 1549 | +2 | 0.27% | Q1 2026 | Apr 15, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 702 | 20 | 0.0% | 0.0% | 1553 | +518 | 281.52% | Q1 2026 | May 08, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 692 | 20 | 0.01% | 0.01% | 1552 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 657 | 19 | 0.0% | 0.0% | 1554 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| REAP Financial Group, LLC | History | Reduced | 630 | 18 | 0.0% | 0.01% | 1558 | -890 | -58.55% | Q1 2026 | May 11, 2026 |
| GGM Financial LLC | History | Added to | 644 | 18 | 0.01% | 0.01% | 1557 | +1 | 0.16% | Q1 2026 | May 11, 2026 |
| Colonial Trust Advisors | History | No change | 625 | 18 | 0.0% | 0.0% | 1555 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Anfield Capital Management, LLC | History | No change | 648 | 18 | 0.0% | 0.01% | 1556 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Aberdeen Wealth Management LLC | History | Reduced | 600 | 17 | 0.01% | 0.01% | 1560 | -55 | -8.4% | Q1 2026 | May 15, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 616 | 17 | 0.01% | 0.01% | 1559 | +4 | 0.65% | Q1 2026 | Apr 20, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 609 | 17 | 0.0% | 0.0% | 1561 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Topsail Wealth Management, LLC | History | New | 561 | 16 | 0.0% | — | 1566 | +561 | New | Q1 2026 | Apr 21, 2026 |
| Mosley Wealth Management | History | New | 504 | 16 | 0.01% | — | 1565 | +504 | New | Q1 2026 | Apr 27, 2026 |
| Triumph Capital Management | History | Added to | 555 | 16 | 0.0% | 0.0% | 1564 | +319 | 135.17% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 576 | 16 | 0.0% | 0.0% | 1562 | +1 | 0.17% | Q1 2026 | May 07, 2026 |
| ALERUS FINANCIAL NA | History | No change | 580 | 16 | 0.0% | 0.0% | 1563 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Vision Retirement, LLC | History | New | 539 | 15 | 0.0% | — | 1568 | +539 | New | Q1 2026 | May 07, 2026 |
| Noble Wealth Management PBC | History | Reduced | 528 | 15 | 0.01% | 0.01% | 1567 | -150 | -22.12% | Q1 2026 | Apr 02, 2026 |
| True Link Financial Advisors, LLC | History | New | 512 | 14 | 0.0% | — | 1572 | +512 | New | Q1 2026 | Apr 29, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | New | 492 | 14 | 0.01% | — | 1573 | +492 | New | Q1 2026 | May 01, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 501 | 14 | 0.0% | 0.0% | 1569 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Oakworth Capital, Inc. | History | No change | 483 | 14 | 0.0% | 0.0% | 1570 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| JDM Financial Group LLC | History | No change | 512 | 14 | 0.01% | 0.01% | 1571 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Morse Asset Management, Inc | History | Reduced | 467 | 13 | 0.0% | 0.0% | 1576 | -8 | -1.68% | Q1 2026 | May 14, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 480 | 13 | 0.01% | 0.01% | 1574 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 460 | 13 | 0.0% | 0.0% | 1575 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| LRI Investments, LLC | History | No change | 448 | 13 | 0.0% | 0.0% | 1577 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NFSG Corp | History | Added to | 430 | 12 | 0.0% | 0.0% | 1578 | +330 | 330.0% | Q1 2026 | May 05, 2026 |
| City State Bank | History | Added to | 386 | 11 | 0.0% | 0.0% | 1580 | +110 | 39.86% | Q1 2026 | Apr 20, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 385 | 11 | 0.01% | 0.01% | 1579 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| 10Elms LLP | History | No change | 392 | 11 | 0.01% | 0.01% | 1581 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Providence Capital Advisors, LLC | History | Reduced | 375 | 10 | 0.0% | 0.01% | 1582 | -2,211 | -85.5% | Q1 2026 | May 14, 2026 |
| Osbon Capital Management LLC | History | No change | 347 | 10 | 0.01% | 0.01% | 1583 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Colonial Trust Co / SC | History | No change | 376 | 10 | 0.0% | 0.0% | 1584 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 354 | 9 | 0.0% | — | 1586 | +354 | New | Q1 2026 | May 12, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 336 | 9 | 0.0% | — | 1585 | +336 | New | Q1 2026 | Apr 24, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 277 | 8 | 0.01% | — | 1592 | +277 | New | Q1 2026 | Apr 21, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 304 | 8 | 0.0% | 0.0% | 1587 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Towne Trust Company, N.A | History | No change | 276 | 8 | 0.0% | 0.0% | 1588 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Archer Investment Corp | History | No change | 290 | 8 | 0.0% | 0.0% | 1589 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 300 | 8 | 0.0% | 0.0% | 1590 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 301 | 8 | 0.0% | 0.0% | 1591 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Financial Life Planners | History | New | 251 | 7 | 0.01% | — | 1597 | +251 | New | Q1 2026 | Apr 24, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 216 | 7 | 0.0% | 0.0% | 1593 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 248 | 7 | 0.0% | 0.0% | 1594 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Breakwater Investment Management | History | No change | 252 | 7 | 0.0% | 0.0% | 1595 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 256 | 7 | 0.01% | 0.01% | 1596 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Key Capital Management, INC | History | Added to | 208 | 6 | 0.0% | 0.0% | 1600 | +156 | 300.0% | Q1 2026 | May 07, 2026 |
| Wilkerson Advisory Group LLC | History | Reduced | 233 | 6 | 0.0% | 0.0% | 1599 | -1 | -0.43% | Q1 2026 | May 08, 2026 |
| Ransom Advisory, Ltd | History | No change | 201 | 6 | 0.0% | 0.0% | 1598 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| BOKF, NA | History | New | 180 | 5 | 0.0% | — | 1604 | +180 | New | Q1 2026 | May 08, 2026 |
| DB Fitzpatrick & Co, Inc | History | Added to | 187 | 5 | 0.0% | 0.0% | 1602 | +46 | 32.62% | Q1 2026 | Apr 27, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 176 | 5 | 0.0% | 0.0% | 1601 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 176 | 5 | 0.0% | 0.0% | 1603 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 151 | 4 | 0.0% | — | 1605 | +151 | New | Q1 2026 | May 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 118 | 3 | 0.0% | — | 1609 | +118 | New | Q1 2026 | Apr 30, 2026 |
| Horizon Investments, LLC | History | Added to | 124 | 3 | 0.0% | 0.0% | 1606 | +62 | 100.0% | Q1 2026 | May 14, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 104 | 3 | 0.0% | 0.0% | 1607 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hughes Financial Services, LLC | History | No change | 133 | 3 | 0.0% | 0.0% | 1608 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 73 | 2 | 0.0% | 0.0% | 1612 | -179 | -71.03% | Q1 2026 | May 08, 2026 |
| POM Investment Strategies, LLC | History | New | 100 | 2 | 0.0% | — | 1615 | +100 | New | Q1 2026 | May 11, 2026 |
| Spurstone Advisory Services, LLC | History | Reduced | 96 | 2 | 0.03% | 0.05% | 1613 | -16 | -14.29% | Q1 2026 | Apr 28, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 95 | 2 | 0.0% | 0.0% | 1610 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Robbins Farley | History | No change | 70 | 2 | 0.0% | 0.0% | 1611 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 76 | 2 | 0.0% | 0.0% | 1614 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 45 | 1 | 0.0% | 0.71% | 1616 | -278,503 | -99.98% | Q1 2026 | Apr 09, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 53 | 1 | 0.0% | 0.01% | 1618 | -1,019 | -95.06% | Q1 2026 | Apr 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 56 | 1 | 0.0% | 0.0% | 1624 | -409 | -87.96% | Q1 2026 | May 13, 2026 |
| PFC CAPITAL GROUP, INC. | History | New | 48 | 1 | 0.0% | — | 1625 | +48 | New | Q1 2026 | May 13, 2026 |
| Wall Street Financial Group, Inc. | History | New | 34 | 1 | 0.0% | — | 1626 | +34 | New | Q1 2026 | May 05, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 41 | 1 | 0.0% | 0.0% | 1621 | +5 | 13.89% | Q1 2026 | May 01, 2026 |
| WHITTIER TRUST CO | History | No change | 65 | 1 | 0.0% | 0.0% | 1617 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Addison Advisors LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 1619 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 55 | 1 | 0.0% | 0.0% | 1620 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 66 | 1 | 0.0% | 0.0% | 1622 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 36 | 1 | 0.0% | 0.0% | 1623 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| JBGlobal.com LLC | History | Closed out | 0 | 0 | — | 20.98% | — | -562,709 | -100.0% | Q1 2026 | Apr 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.25% | — | -488,208 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Financially Speaking Inc | History | Reduced | 34 | 0 | — | 4.9% | — | -232,209 | -99.99% | Q1 2026 | Apr 07, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Closed out | 0 | 0 | — | 1.54% | — | -131,170 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Ciovacco Capital Management LLC | History | Closed out | 0 | 0 | — | 1.74% | — | -106,782 | -100.0% | Q1 2026 | May 11, 2026 |
| WESPAC Advisors, LLC | History | Closed out | 0 | 0 | — | 1.55% | — | -87,684 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -84,396 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -78,037 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -75,085 | -100.0% | Q1 2026 | May 15, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -53,913 | -100.0% | Q1 2026 | May 12, 2026 |
| FSC Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 2.63% | — | -49,736 | -100.0% | Q1 2026 | Apr 20, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.06% | — | -22,170 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -21,981 | -100.0% | Q1 2026 | May 14, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -19,821 | -100.0% | Q1 2026 | May 12, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -17,025 | -100.0% | Q1 2026 | May 01, 2026 |
| Accurate Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -16,378 | -100.0% | Q1 2026 | Apr 22, 2026 |
| XY Planning Network, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -15,071 | -100.0% | Q1 2026 | Apr 14, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -13,235 | -100.0% | Q1 2026 | May 04, 2026 |
| Tilson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -12,420 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Stonebridge Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,140 | -100.0% | Q1 2026 | Apr 08, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,092 | -100.0% | Q1 2026 | May 12, 2026 |
| CWC Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.19% | — | -11,846 | -100.0% | Q1 2026 | Apr 16, 2026 |
| BURNEY CO/ | History | Closed out | 0 | 0 | — | 0.01% | — | -11,468 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Rolek Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -11,171 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Flagship Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -11,061 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Spectrum Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -10,395 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Value Investment Professionals, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -10,156 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,607 | -100.0% | Q1 2026 | May 20, 2026 |
| Van Diest Capital, LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -9,152 | -100.0% | Q1 2026 | May 15, 2026 |
| Cypress Capital Group | History | Closed out | 0 | 0 | — | 0.03% | — | -8,926 | -100.0% | Q1 2026 | May 15, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,553 | -100.0% | Q1 2026 | May 15, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,441 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Wayfinding Financial, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -8,408 | -100.0% | Q1 2026 | May 12, 2026 |
| Venture Visionary Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,401 | -100.0% | Q1 2026 | May 14, 2026 |
| Brown Financial Advisory | History | Closed out | 0 | 0 | — | 0.14% | — | -8,240 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,171 | -100.0% | Q1 2026 | May 13, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,716 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Avantra Family Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.18% | — | -7,549 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Rodgers & Associates, LTD | History | Closed out | 0 | 0 | — | 0.02% | — | -7,368 | -100.0% | Q1 2026 | May 04, 2026 |
| SP Asset Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,338 | -100.0% | Q1 2026 | May 06, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,232 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Essex Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,108 | -100.0% | Q1 2026 | Apr 24, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Closed out | 0 | 0 | — | 0.03% | — | -7,053 | -100.0% | Q1 2026 | May 05, 2026 |
| SHUTTLEWORTH & Co | History | Closed out | 0 | 0 | — | 0.21% | — | -7,026 | -100.0% | Q1 2026 | May 20, 2026 |
| Econ Financial Services Corp | History | Closed out | 0 | 0 | — | 0.11% | — | -7,010 | -100.0% | Q1 2026 | Apr 21, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Closed out | 0 | 0 | — | 0.02% | — | -6,936 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Investment Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,934 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Clarity Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,896 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Aviance Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,879 | -100.0% | Q1 2026 | May 06, 2026 |
| Roundview Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,864 | -100.0% | Q1 2026 | May 08, 2026 |
| Tudor Financial Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -6,827 | -100.0% | Q1 2026 | May 15, 2026 |
| Sequent Planning LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,723 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Advisory Resource Group | History | Closed out | 0 | 0 | — | 0.04% | — | -6,705 | -100.0% | Q1 2026 | May 15, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,700 | -100.0% | Q1 2026 | Apr 13, 2026 |
| ONE Advisory Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,674 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Cypress Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,666 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Compass Planning Associates Inc | History | Closed out | 0 | 0 | — | 0.15% | — | -6,655 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -6,640 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Plan Group Financial, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,626 | -100.0% | Q1 2026 | Apr 13, 2026 |
| DEFINE FINANCIAL, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -6,609 | -100.0% | Q1 2026 | Apr 14, 2026 |
| BlackDiamond Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -6,533 | -100.0% | Q1 2026 | May 12, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,508 | -100.0% | Q1 2026 | Apr 21, 2026 |
| First National Advisers, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,456 | -100.0% | Q1 2026 | May 08, 2026 |
| Howard Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,451 | -100.0% | Q1 2026 | May 05, 2026 |
| Pegasus Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -6,431 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Richard P Slaughter Associates Inc | History | Closed out | 0 | 0 | — | 0.04% | — | -6,346 | -100.0% | Q1 2026 | Apr 13, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,289 | -100.0% | Q1 2026 | Apr 08, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.02% | — | -6,247 | -100.0% | Q1 2026 | Apr 16, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,236 | -100.0% | Q1 2026 | Apr 15, 2026 |
| BAXTER BROS INC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,225 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Empirical Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,192 | -100.0% | Q1 2026 | May 11, 2026 |
| Centennial Wealth Advisory LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,170 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.02% | — | -4,006 | -100.0% | Q1 2026 | May 01, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,904 | -100.0% | Q1 2026 | May 12, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,171 | -100.0% | Q1 2026 | May 11, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,500 | -100.0% | Q1 2026 | May 04, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,120 | -100.0% | Q1 2026 | May 08, 2026 |
| Copia Wealth Management | History | Closed out | 0 | 0 | — | 0.04% | — | -1,910 | -100.0% | Q1 2026 | May 04, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -819 | -100.0% | Q1 2026 | May 11, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -816 | -100.0% | Q1 2026 | May 13, 2026 |
| Clean Yield Group | History | Closed out | 0 | 0 | — | 0.01% | — | -608 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -591 | -100.0% | Q1 2026 | May 06, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 11, 2026 |
| Woodside Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -268 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 04, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -121 | -100.0% | Q1 2026 | May 14, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q1 2026 | May 15, 2026 |
| PROFFITT & GOODSON INC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q1 2026 | May 06, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 12 | 0 | — | 0.0% | — | -45 | -78.95% | Q1 2026 | Apr 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q1 2026 | May 12, 2026 |
| RHL GROUP, LLC | History | Closed out | 0 | 0 | — | — | — | -28 | -100.0% | Q1 2026 | May 13, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2026 | May 01, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | May 08, 2026 |
| MRP Capital Investments, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 14, 2026 |
| Nemes Rush Group LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Canopy Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 11, 2026 |
| Clayton Financial Group LLC | History | Reduced | 9 | 0 | — | — | — | -1 | -10.0% | Q1 2026 | Apr 13, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 27, 2026 |
| Red Tortoise LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 21, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Eukles Asset Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Wagner Wealth Management, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Truvestments Capital LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| High Note Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DecisionPoint Financial, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Imprint Wealth LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PFS Partners, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CURIO WEALTH, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |