SCHWAB STRATEGIC TRUST - SCHM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | History | Reduced | 56,835,618 | 1,759,630 | 3.57% | 3.3% | 1 | -1,136,116 | -1.96% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 29,432,010 | 911,215 | 0.62% | 0.66% | 2 | -1,004,432 | -3.3% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 11,638,443 | 360,326 | 0.22% | 0.21% | 3 | +705,814 | 6.46% | Q1 2026 | May 07, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 11,267,842 | 348,852 | 2.63% | 2.43% | 4 | +598,414 | 5.61% | Q1 2026 | May 12, 2026 |
| Advisory Alpha, LLC | History | Reduced | 7,151,527 | 221,412 | 6.05% | 6.84% | 5 | -1,203,553 | -14.41% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 6,809,670 | 210,827 | 0.22% | 0.23% | 6 | -141,223 | -2.03% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 5,510,804 | 170,871 | 0.24% | 0.24% | 7 | +72,960 | 1.34% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,791,027 | 145,473 | 0.07% | 0.06% | 8 | +1,296,395 | 37.1% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Management, LLC | History | Added to | 4,320,097 | 133,750 | 7.8% | 7.48% | 9 | +945 | 0.02% | Q1 2026 | Apr 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 3,418,815 | 107,316 | 0.22% | 0.24% | 10 | -2,329,788 | -40.53% | Q1 2026 | Apr 08, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 3,079,700 | 95,347 | 2.62% | 2.66% | 11 | -69,132 | -2.2% | Q1 2026 | May 07, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 2,923,473 | 92,001 | 5.55% | 5.43% | 12 | -57,023 | -1.91% | Q1 2026 | Apr 07, 2026 |
| Mariner, LLC | History | Added to | 2,727,890 | 84,454 | 0.1% | 0.08% | 13 | +522,927 | 23.72% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 2,296,605 | 71,102 | 0.01% | 0.0% | 14 | +1,344,668 | 141.26% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 2,138,502 | 66,208 | 0.13% | 0.11% | 15 | +65,664 | 3.17% | Q1 2026 | May 01, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 2,011,027 | 62,261 | 1.94% | 1.54% | 16 | +387,282 | 23.85% | Q1 2026 | Apr 27, 2026 |
| LPL Financial LLC | History | Added to | 1,926,837 | 59,654 | 0.02% | 0.02% | 17 | +7,597 | 0.4% | Q1 2026 | May 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 1,874,193 | 58,025 | 0.67% | 0.6% | 18 | +230,181 | 14.0% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,824,919 | 56,499 | 0.02% | 0.02% | 19 | +5,685 | 0.31% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 1,702,781 | 52,718 | 0.39% | 0.42% | 20 | -39,004 | -2.24% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 1,692,386 | 52,396 | 0.0% | 0.0% | 21 | -120,393 | -6.64% | Q1 2026 | May 15, 2026 |
| 93 Financial Group, LLC | History | Reduced | 1,583,141 | 49,014 | 21.86% | 21.17% | 22 | -33,537 | -2.07% | Q1 2026 | May 05, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 1,581,206 | 48,954 | 2.16% | 1.96% | 23 | +21,781 | 1.4% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,482,850 | 45,909 | 0.24% | 0.29% | 24 | +107,212 | 7.79% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,414,328 | 43,787 | 0.01% | 0.01% | 25 | +723,462 | 104.72% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 1,403,065 | 43,435 | 0.08% | 0.08% | 26 | -9,007 | -0.64% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 1,285,570 | 39,801 | 0.04% | 0.04% | 27 | +111,937 | 9.54% | Q1 2026 | May 13, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 1,282,374 | 39,702 | 3.13% | 3.88% | 28 | -286,160 | -18.24% | Q1 2026 | May 01, 2026 |
| Summit Asset Management, LLC | History | Added to | 1,268,811 | 39,282 | 5.46% | 5.36% | 29 | +8,217 | 0.65% | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,242,525 | 38,460 | 0.01% | 0.01% | 30 | -219,779 | -15.03% | Q1 2026 | May 15, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 1,217,638 | 37,698 | 1.56% | 1.55% | 31 | -14,778 | -1.2% | Q1 2026 | Apr 28, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,184,730 | 36,679 | 0.01% | 0.0% | 32 | +451,082 | 61.48% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 1,139,240 | 35,270 | 1.11% | 0.64% | 33 | +473,227 | 71.05% | Q1 2026 | Apr 08, 2026 |
| Mokosak Advisory Group, LLC | History | Reduced | 1,135,511 | 35,160 | 8.8% | 8.59% | 34 | -2,970 | -0.26% | Q1 2026 | Apr 28, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 1,016,853 | 34,339 | 0.77% | 0.75% | 35 | +64,931 | 6.82% | Q1 2026 | May 04, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 984,403 | 30,477 | 1.98% | 1.94% | 36 | +10,359 | 1.06% | Q1 2026 | May 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 925,224 | 28,645 | 0.07% | 0.07% | 37 | +65,728 | 7.65% | Q1 2026 | Apr 30, 2026 |
| High Note Wealth, LLC | History | Added to | 903,908 | 27,984 | 5.5% | 5.29% | 38 | +5,661 | 0.63% | Q1 2026 | May 11, 2026 |
| CHOREO, LLC | History | Added to | 886,907 | 27,458 | 0.34% | 0.03% | 39 | +809,389 | 1044.13% | Q1 2026 | May 12, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 885,367 | 27,410 | 2.17% | 2.18% | 40 | -54,427 | -5.79% | Q1 2026 | Apr 22, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 869,673 | 26,925 | 0.0% | 0.0% | 41 | -12,166 | -1.38% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 865,348 | 26,791 | 0.04% | 0.05% | 42 | -195,964 | -18.46% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 840,847 | 26,032 | 0.03% | 0.03% | 43 | -4,709 | -0.56% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 828,191 | 25,623 | 0.04% | 0.03% | 44 | -40,301 | -4.64% | Q1 2026 | May 15, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 807,726 | 25,011 | 6.19% | 6.06% | 45 | -82,706 | -9.29% | Q1 2026 | May 15, 2026 |
| Curi Capital, LLC | History | Reduced | 798,817 | 24,731 | 0.44% | 0.45% | 46 | -60,391 | -7.03% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 774,872 | 23,990 | 0.5% | 0.53% | 47 | -3,391 | -0.44% | Q1 2026 | Apr 13, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 761,028 | 23,561 | 6.9% | 6.7% | 48 | +28,894 | 3.95% | Q1 2026 | Apr 22, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 759,197 | 23,504 | 1.47% | 1.44% | 49 | +15,785 | 2.12% | Q1 2026 | Apr 27, 2026 |
| Financial Planning Navigators CORP | History | Added to | 745,988 | 23,095 | 10.12% | 10.22% | 50 | +5,497 | 0.74% | Q1 2026 | Apr 21, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 715,433 | 22,149 | 0.95% | 0.9% | 51 | +33,218 | 4.87% | Q1 2026 | May 11, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 697,391 | 21,591 | 0.26% | 0.25% | 52 | -31,518 | -4.32% | Q1 2026 | May 06, 2026 |
| RKL Wealth Management LLC | History | Reduced | 695,554 | 21,534 | 1.94% | 1.88% | 53 | -65,446 | -8.6% | Q1 2026 | Apr 24, 2026 |
| Compass Advisory Group LLC | History | Reduced | 687,886 | 21,296 | 5.7% | 5.78% | 54 | -23,121 | -3.25% | Q1 2026 | Apr 21, 2026 |
| Lutz Financial Services LLC | History | Added to | 678,368 | 21,002 | 1.41% | 1.37% | 55 | +8,061 | 1.2% | Q1 2026 | May 04, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 672,657 | 20,825 | 4.3% | 4.31% | 56 | -7,785 | -1.14% | Q1 2026 | Apr 23, 2026 |
| Essex LLC | History | Added to | 666,173 | 20,624 | 3.64% | 3.5% | 57 | +9,453 | 1.44% | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 664,802 | 20,584 | 0.03% | 0.03% | 58 | +29,004 | 4.56% | Q1 2026 | May 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 657,230 | 20,347 | 0.16% | 0.17% | 59 | -38,646 | -5.55% | Q1 2026 | May 01, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 645,860 | 19,995 | 0.59% | 0.54% | 60 | +10,864 | 1.71% | Q1 2026 | Apr 29, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 642,913 | 19,904 | 0.31% | 0.34% | 61 | -8,322 | -1.28% | Q1 2026 | May 04, 2026 |
| BlackRock, Inc. | History | Added to | 609,081 | 18,857 | 0.0% | 0.0% | 62 | +183,690 | 43.18% | Q1 2026 | May 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 604,751 | 18,723 | 1.21% | 1.2% | 63 | -23,730 | -3.78% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 600,030 | 18,576 | 0.01% | — | 64 | +600,030 | New | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 591,008 | 18,297 | 0.1% | 0.09% | 65 | +43,876 | 8.02% | Q1 2026 | May 15, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 604,350 | 18,172 | 1.17% | 1.17% | 66 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Denver PWM, LLC | History | Reduced | 509,213 | 17,690 | 6.08% | 6.1% | 67 | -141,800 | -21.78% | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 570,755 | 17,670 | 0.17% | 0.21% | 68 | -138,301 | -19.5% | Q1 2026 | May 08, 2026 |
| Bangor Savings Bank | History | Reduced | 559,777 | 17,330 | 1.39% | 1.52% | 69 | -67,128 | -10.71% | Q1 2026 | Apr 01, 2026 |
| Triangle Securities Wealth Management | History | Added to | 532,039 | 16,471 | 3.74% | 3.28% | 70 | +15,208 | 2.94% | Q1 2026 | Apr 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 527,718 | 16,338 | 0.0% | 0.0% | 71 | +14,587 | 2.84% | Q1 2026 | May 15, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 493,096 | 16,321 | 3.53% | 3.34% | 72 | +8,641 | 1.78% | Q1 2026 | Apr 16, 2026 |
| Curbstone Financial Management Corp | History | Added to | 515,319 | 15,954 | 3.05% | 2.86% | 73 | +17,370 | 3.49% | Q1 2026 | Apr 15, 2026 |
| Asset Management Group, Inc. | History | Reduced | 507,857 | 15,723 | 2.54% | 2.56% | 74 | -17,909 | -3.41% | Q1 2026 | May 15, 2026 |
| Sherwood Financial Partners, LLC | History | Reduced | 495,543 | 15,342 | 13.57% | 13.42% | 75 | -22,325 | -4.31% | Q1 2026 | May 11, 2026 |
| Womack Financial LLC | History | Added to | 490,392 | 15,182 | 11.17% | 10.6% | 76 | +12,826 | 2.69% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 488,650 | 15,128 | 0.01% | 0.01% | 77 | +142,449 | 41.15% | Q1 2026 | May 15, 2026 |
| Fortis Capital Management LLC | History | Added to | 487,153 | 15,082 | 1.54% | 1.74% | 78 | +49,891 | 11.41% | Q1 2026 | May 11, 2026 |
| Focus Financial Network, Inc. | History | Added to | 485,586 | 15,033 | 0.54% | 0.45% | 79 | +58,632 | 13.73% | Q1 2026 | Apr 14, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 483,483 | 14,968 | 1.72% | 1.72% | 80 | -3,571 | -0.73% | Q1 2026 | Apr 17, 2026 |
| Savant Capital, LLC | History | Reduced | 479,148 | 14,834 | 0.07% | 0.08% | 81 | -365 | -0.08% | Q1 2026 | May 04, 2026 |
| Harbor Group, Inc. | History | Reduced | 475,237 | 14,713 | 2.12% | 2.15% | 82 | -3,635 | -0.76% | Q1 2026 | Apr 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 488,745 | 14,647 | 0.0% | 0.0% | 83 | -113,272 | -18.82% | Q1 2026 | May 13, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 473,011 | 14,644 | 1.18% | 1.14% | 84 | +16,319 | 3.57% | Q1 2026 | May 13, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 472,201 | 14,619 | 1.44% | 1.36% | 85 | +22,462 | 4.99% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 469,633 | 14,539 | 0.0% | 0.0% | 86 | -44,286 | -8.62% | Q1 2026 | May 11, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 468,821 | 14,514 | 1.42% | 1.33% | 87 | +8,497 | 1.85% | Q1 2026 | May 06, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 461,014 | 14,272 | 0.57% | 0.55% | 88 | -13,889 | -2.92% | Q1 2026 | May 01, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 460,298 | 14,250 | 1.57% | 1.52% | 89 | +11,821 | 2.64% | Q1 2026 | May 14, 2026 |
| Courage Miller Partners, LLC | History | Added to | 460,109 | 14,244 | 4.02% | 4.16% | 90 | +1,132 | 0.25% | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 439,619 | 13,738 | 0.13% | 0.17% | 91 | -99,207 | -18.41% | Q1 2026 | Apr 07, 2026 |
| White & Co Financial Planning Inc | History | Added to | 436,832 | 13,524 | 9.51% | 9.72% | 92 | +4,476 | 1.04% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 434,295 | 13,445 | 0.87% | 0.85% | 93 | +1,074 | 0.25% | Q1 2026 | Apr 15, 2026 |
| Cannon Capital Management, Inc. | History | Reduced | 432,843 | 13,400 | 10.89% | 11.53% | 94 | -3,012 | -0.69% | Q1 2026 | May 07, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 430,017 | 13,313 | 1.02% | 0.9% | 95 | +62,371 | 16.96% | Q1 2026 | Apr 22, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 418,915 | 12,969 | 2.04% | 1.96% | 96 | +6,704 | 1.63% | Q1 2026 | Apr 21, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 417,462 | 12,924 | 2.63% | 2.46% | 97 | -34,146 | -7.56% | Q1 2026 | Apr 08, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Added to | 379,814 | 12,788 | 12.0% | 11.83% | 98 | +7,332 | 1.97% | Q1 2026 | Apr 27, 2026 |
| DAVENPORT & Co LLC | History | Added to | 412,608 | 12,774 | 0.07% | 0.06% | 99 | +36,729 | 9.77% | Q1 2026 | Apr 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 406,632 | 12,588 | 0.13% | 0.19% | 100 | -150,807 | -27.05% | Q1 2026 | May 12, 2026 |
| St. Johns Investment Management Company, LLC | History | Added to | 403,845 | 12,503 | 5.26% | 5.0% | 101 | +5,202 | 1.3% | Q1 2026 | Apr 28, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 395,158 | 12,435 | 0.26% | 0.23% | 102 | +38,955 | 10.94% | Q1 2026 | Apr 28, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Reduced | 401,484 | 12,429 | 5.49% | 6.82% | 103 | -96,993 | -19.46% | Q1 2026 | Apr 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 394,717 | 12,220 | 0.02% | 0.02% | 104 | -11,791 | -2.9% | Q1 2026 | May 14, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 392,134 | 12,140 | 3.08% | 3.04% | 105 | -116 | -0.03% | Q1 2026 | Apr 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 383,636 | 11,877 | 0.0% | 0.0% | 106 | +258,036 | 205.44% | Q1 2026 | May 13, 2026 |
| LexAurum Advisors, LLC | History | New | 383,315 | 11,867 | 1.54% | — | 107 | +383,315 | New | Q1 2026 | Apr 13, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 379,628 | 11,753 | 3.06% | 3.2% | 108 | -926 | -0.24% | Q1 2026 | May 11, 2026 |
| Avior Wealth Management, LLC | History | Added to | 376,909 | 11,669 | 0.33% | 0.32% | 109 | +39,667 | 11.76% | Q1 2026 | Apr 09, 2026 |
| Alliance Wealth Management Group | History | Reduced | 376,193 | 11,646 | 2.55% | 2.51% | 110 | -4,084 | -1.07% | Q1 2026 | Apr 29, 2026 |
| Towercrest Capital Management | History | Reduced | 376,193 | 11,646 | 1.81% | 1.8% | 111 | -4,084 | -1.07% | Q1 2026 | May 01, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | No change | 379,292 | 11,405 | 6.38% | 6.38% | 112 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 327,046 | 11,361 | 0.23% | 0.26% | 113 | -23,224 | -6.63% | Q1 2026 | May 11, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 365,357 | 11,311 | 0.49% | 0.44% | 114 | +2,300 | 0.63% | Q1 2026 | May 06, 2026 |
| Missouri Trust & Investment Co | History | Reduced | 364,797 | 11,294 | 3.31% | 3.24% | 115 | -2,515 | -0.68% | Q1 2026 | May 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 363,261 | 11,246 | 1.46% | 1.52% | 116 | -2,805 | -0.77% | Q1 2026 | Apr 15, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 360,945 | 11,174 | 1.4% | 1.46% | 117 | +9,068 | 2.58% | Q1 2026 | Apr 16, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 355,590 | 11,009 | 0.61% | 0.57% | 118 | +19,133 | 5.69% | Q1 2026 | Apr 30, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 355,057 | 10,992 | 4.72% | 4.54% | 119 | +1,476 | 0.42% | Q1 2026 | Apr 20, 2026 |
| Clearstead Advisors, LLC | History | Added to | 349,529 | 10,821 | 0.1% | 0.13% | 120 | +2,998 | 0.87% | Q1 2026 | May 06, 2026 |
| Omega Financial Group, LLC | History | Reduced | 348,334 | 10,784 | 3.51% | 3.61% | 121 | -16,669 | -4.57% | Q1 2026 | May 12, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 348,073 | 10,776 | 2.83% | 2.56% | 122 | -11,837 | -3.29% | Q1 2026 | May 11, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 345,745 | 10,704 | 1.82% | 1.83% | 123 | -928 | -0.27% | Q1 2026 | May 01, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 342,111 | 10,591 | 3.9% | 3.66% | 124 | -484 | -0.14% | Q1 2026 | Apr 16, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 336,639 | 10,422 | 2.52% | 2.45% | 125 | -345 | -0.1% | Q1 2026 | May 05, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 335,376 | 10,383 | 0.43% | 0.42% | 126 | -3,216 | -0.95% | Q1 2026 | May 12, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 333,762 | 10,333 | 1.0% | 1.0% | 127 | -24,960 | -6.96% | Q1 2026 | May 04, 2026 |
| ProVise Management Group, LLC | History | Reduced | 333,160 | 10,314 | 0.74% | 0.76% | 128 | -23,343 | -6.55% | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 332,588 | 10,296 | 0.03% | 0.03% | 129 | -29,295 | -8.1% | Q1 2026 | May 04, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 332,214 | 10,285 | 4.35% | 4.37% | 130 | -8,668 | -2.54% | Q1 2026 | Apr 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 329,793 | 10,210 | 0.33% | 0.35% | 131 | -16,892 | -4.87% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 325,867 | 10,088 | 0.01% | 0.01% | 132 | +7,001 | 2.2% | Q1 2026 | Apr 27, 2026 |
| Family Legacy Financial Solutions, LLC | History | Added to | 317,723 | 9,928 | 8.02% | 6.24% | 133 | +48,630 | 18.07% | Q1 2026 | Apr 15, 2026 |
| Tiller Private Wealth, Inc. | History | Reduced | 319,079 | 9,878 | 3.51% | 3.5% | 134 | -8,200 | -2.51% | Q1 2026 | Apr 22, 2026 |
| Lee Financial Co | History | Reduced | 317,188 | 9,820 | 1.39% | 1.31% | 135 | -5,936 | -1.84% | Q1 2026 | Apr 13, 2026 |
| Visionary Wealth Advisors | History | Added to | 313,402 | 9,702 | 0.43% | 0.42% | 136 | +2,596 | 0.84% | Q1 2026 | May 13, 2026 |
| HB Wealth Management, LLC | History | Reduced | 311,942 | 9,657 | 0.06% | 0.06% | 137 | -3,419 | -1.08% | Q1 2026 | Apr 27, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 309,690 | 9,588 | 2.49% | 2.45% | 138 | -6,291 | -1.99% | Q1 2026 | Apr 15, 2026 |
| Bernard Wealth Management Corp. | History | Added to | 309,478 | 9,581 | 4.09% | 3.75% | 139 | +2,128 | 0.69% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 309,424 | 9,579 | 0.04% | 0.04% | 140 | -11,660 | -3.63% | Q1 2026 | May 14, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Added to | 307,556 | 9,521 | 4.52% | 4.08% | 141 | +1,598 | 0.52% | Q1 2026 | Apr 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 302,269 | 9,358 | 0.04% | 0.04% | 142 | +410 | 0.14% | Q1 2026 | Apr 24, 2026 |
| Monetary Solutions, Ltd | History | Reduced | 300,239 | 9,295 | 8.98% | 9.01% | 143 | -4,093 | -1.34% | Q1 2026 | May 01, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 297,140 | 9,199 | 0.41% | 0.39% | 144 | +17,983 | 6.44% | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 296,948 | 9,193 | 0.58% | 0.57% | 145 | +11,141 | 3.9% | Q1 2026 | May 15, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 290,099 | 8,981 | 2.69% | 2.52% | 146 | +1,340 | 0.46% | Q1 2026 | Apr 21, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 280,724 | 8,691 | 0.56% | 0.55% | 147 | -9,496 | -3.27% | Q1 2026 | Apr 14, 2026 |
| American Money Management, LLC | History | Added to | 276,768 | 8,568 | 1.36% | 1.27% | 148 | +7,755 | 2.88% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 267,979 | 8,296 | 0.01% | 0.01% | 149 | -22,130 | -7.63% | Q1 2026 | Apr 27, 2026 |
| Black Diamond Financial, LLC | History | Added to | 266,939 | 8,264 | 0.9% | 0.85% | 150 | +5 | 0.0% | Q1 2026 | May 05, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | Added to | 264,946 | 8,202 | 5.01% | 4.62% | 151 | +509 | 0.19% | Q1 2026 | Apr 08, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 264,449 | 8,187 | 0.88% | 0.92% | 152 | -5,231 | -1.94% | Q1 2026 | Apr 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 270,151 | 8,123 | 0.61% | 0.61% | 153 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 261,301 | 8,089 | 0.01% | 0.01% | 154 | -21,272 | -7.53% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Added to | 257,251 | 7,964 | 0.09% | 0.08% | 155 | +15,334 | 6.34% | Q1 2026 | Apr 16, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 257,031 | 7,957 | 2.29% | 2.36% | 156 | -1,722 | -0.67% | Q1 2026 | Apr 13, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Reduced | 251,216 | 7,777 | 3.42% | 3.4% | 157 | -7,355 | -2.84% | Q1 2026 | Apr 29, 2026 |
| Scarborough Advisors, LLC | History | New | 250,789 | 7,764 | 0.85% | — | 158 | +250,789 | New | Q1 2026 | May 07, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 250,718 | 7,762 | 0.19% | 0.19% | 159 | -4,188 | -1.64% | Q1 2026 | Apr 29, 2026 |
| Trust Point Inc. | History | Reduced | 245,368 | 7,596 | 0.66% | 0.7% | 160 | -48,115 | -16.39% | Q1 2026 | Apr 15, 2026 |
| White Pine Investment CO | History | Added to | 243,804 | 7,548 | 1.75% | 1.68% | 161 | +6,507 | 2.74% | Q1 2026 | Apr 20, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 243,089 | 7,526 | 1.02% | 1.01% | 162 | -1,282 | -0.52% | Q1 2026 | Apr 17, 2026 |
| WHITTIER TRUST CO | History | Reduced | 237,669 | 7,479 | 0.08% | 0.1% | 163 | -44,827 | -15.87% | Q1 2026 | Apr 28, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 240,950 | 7,459 | 0.26% | 0.26% | 164 | -119 | -0.05% | Q1 2026 | May 06, 2026 |
| RFG Advisory, LLC | History | Added to | 234,021 | 7,245 | 0.13% | 0.05% | 165 | +145,262 | 163.66% | Q1 2026 | Apr 17, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 233,042 | 7,214 | 0.99% | 1.0% | 166 | -9,346 | -3.86% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 232,920 | 7,211 | 0.03% | 0.03% | 167 | -2,137 | -0.91% | Q1 2026 | May 15, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 226,552 | 7,014 | 0.85% | 0.87% | 168 | -1,907 | -0.83% | Q1 2026 | Apr 08, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 223,251 | 6,911 | 0.06% | 0.04% | 169 | +77,423 | 53.09% | Q1 2026 | May 07, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 222,984 | 6,903 | 4.63% | 4.08% | 170 | +27,482 | 14.06% | Q1 2026 | Apr 14, 2026 |
| Broadleaf Partners, LLC | History | Reduced | 222,508 | 6,888 | 1.61% | 1.44% | 171 | -4,813 | -2.12% | Q1 2026 | May 14, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 220,344 | 6,821 | 0.5% | 0.5% | 172 | -3,759 | -1.68% | Q1 2026 | Apr 22, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 219,294 | 6,789 | 0.9% | 0.94% | 173 | -15,013 | -6.41% | Q1 2026 | Apr 09, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 215,542 | 6,673 | 0.37% | 0.41% | 174 | -17,456 | -7.49% | Q1 2026 | May 13, 2026 |
| Victrix Investment Advisors | History | Added to | 213,732 | 6,617 | 2.4% | 2.36% | 175 | +10,913 | 5.38% | Q1 2026 | Apr 09, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 211,882 | 6,559 | 0.63% | 0.63% | 176 | -4,646 | -2.15% | Q1 2026 | May 13, 2026 |
| Downshift Financial, LLC | History | Reduced | 194,594 | 6,468 | 3.35% | 4.26% | 177 | -23,556 | -10.8% | Q1 2026 | Apr 29, 2026 |
| McCarthy Asset Management, Inc. | History | No change | 214,138 | 6,439 | 3.36% | 3.36% | 178 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Lido Advisors, LLC | History | Reduced | 207,065 | 6,410 | 0.02% | 0.03% | 179 | -97,674 | -32.05% | Q1 2026 | May 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 205,227 | 6,353 | 0.62% | 0.56% | 180 | -4,339 | -2.07% | Q1 2026 | May 01, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 205,178 | 6,352 | 0.53% | 0.51% | 181 | -2,489 | -1.2% | Q1 2026 | May 01, 2026 |
| Merit Financial Group, LLC | History | Reduced | 204,851 | 6,342 | 0.05% | 0.05% | 182 | -5,495 | -2.61% | Q1 2026 | Apr 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 200,720 | 6,214 | 2.06% | 2.0% | 183 | +871 | 0.44% | Q1 2026 | Apr 09, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 195,349 | 6,047 | 2.01% | 1.81% | 184 | -47 | -0.02% | Q1 2026 | May 15, 2026 |
| OxenFree Capital LLC | History | New | 180,743 | 5,964 | 2.89% | — | 185 | +180,743 | New | Q1 2026 | Apr 16, 2026 |
| OneAscent Financial Services LLC | History | Added to | 192,056 | 5,946 | 0.32% | 0.52% | 186 | +5,585 | 3.0% | Q1 2026 | Apr 21, 2026 |
| Newton One Investments LLC | History | Reduced | 190,885 | 5,909 | 1.6% | 1.71% | 187 | -2,183 | -1.13% | Q1 2026 | Apr 24, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 190,469 | 5,896 | 0.31% | 0.29% | 188 | +7,556 | 4.13% | Q1 2026 | Apr 17, 2026 |
| Texas Yale Capital Corp. | History | Added to | 189,668 | 5,872 | 0.17% | 0.17% | 189 | +5,814 | 3.16% | Q1 2026 | May 04, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 186,150 | 5,817 | 0.1% | 0.1% | 190 | -494 | -0.26% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 173,944 | 5,797 | 0.1% | 0.21% | 191 | +29,349 | 20.3% | Q1 2026 | May 01, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 186,447 | 5,772 | 0.08% | 0.09% | 192 | -3,640 | -1.91% | Q1 2026 | Apr 10, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Reduced | 185,189 | 5,733 | 1.76% | 1.9% | 193 | -21,704 | -10.49% | Q1 2026 | Apr 13, 2026 |
| Gleason Group, Inc. | History | Reduced | 185,136 | 5,731 | 0.57% | 0.55% | 194 | -1,083 | -0.58% | Q1 2026 | May 04, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 183,375 | 5,677 | 1.09% | 1.1% | 195 | -12,021 | -6.15% | Q1 2026 | Apr 23, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 181,066 | 5,605 | 2.21% | 2.09% | 196 | +7,882 | 4.55% | Q1 2026 | May 11, 2026 |
| Destination Wealth Management | History | Reduced | 180,916 | 5,601 | 0.15% | 0.16% | 197 | -23,756 | -11.61% | Q1 2026 | May 15, 2026 |
| MONEYWISE, INC. | History | Added to | 180,794 | 5,597 | 2.44% | 2.05% | 198 | +16,592 | 10.1% | Q1 2026 | Apr 27, 2026 |
| Powers Advisory Group, LLC | History | Added to | 180,170 | 5,578 | 1.97% | 2.01% | 199 | +2,563 | 1.44% | Q1 2026 | Apr 21, 2026 |
| Creekside Partners | History | Added to | 179,761 | 5,565 | 2.29% | 2.23% | 200 | +4,173 | 2.38% | Q1 2026 | Apr 21, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 174,366 | 5,398 | 0.01% | 0.01% | 201 | +27,504 | 18.73% | Q1 2026 | May 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 172,576 | 5,342 | 0.04% | 0.04% | 202 | +1,122 | 0.65% | Q1 2026 | May 01, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 168,917 | 5,229 | 0.9% | 0.89% | 203 | +2,186 | 1.31% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 168,268 | 5,209 | 0.0% | 0.0% | 204 | +11,351 | 7.23% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 166,761 | 5,162 | 0.0% | 0.0% | 205 | +25,426 | 17.99% | Q1 2026 | May 15, 2026 |
| TMB Capital Partners, LLC | History | Added to | 166,171 | 5,144 | 1.73% | 1.62% | 206 | +8,319 | 5.27% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Reduced | 166,139 | 5,143 | 0.01% | 0.01% | 207 | -8,276 | -4.75% | Q1 2026 | May 14, 2026 |
| Capital Planning LLC | History | Added to | 160,520 | 4,969 | 1.62% | 1.17% | 208 | +23,168 | 16.87% | Q1 2026 | Apr 29, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 156,119 | 4,833 | 2.37% | 2.38% | 209 | -2,935 | -1.85% | Q1 2026 | Apr 08, 2026 |
| CX Institutional | History | Added to | 155,464 | 4,813 | 0.15% | 0.07% | 210 | +82,391 | 112.75% | Q1 2026 | Apr 06, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Reduced | 152,398 | 4,718 | 2.83% | 2.41% | 211 | -6,921 | -4.34% | Q1 2026 | Apr 15, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 156,384 | 4,702 | 5.97% | — | 212 | +156,384 | New | Q1 2026 | May 07, 2026 |
| Steele Capital Management, Inc. | History | No change | 151,201 | 4,681 | 0.19% | 0.2% | 213 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 150,588 | 4,662 | 2.1% | 1.83% | 214 | -475 | -0.31% | Q1 2026 | Apr 23, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 149,963 | 4,642 | 0.98% | 0.96% | 215 | -3,066 | -2.0% | Q1 2026 | Apr 13, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 148,210 | 4,588 | 1.81% | 1.84% | 216 | -3,877 | -2.55% | Q1 2026 | Apr 08, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 145,913 | 4,517 | 1.09% | 0.67% | 217 | +60,478 | 70.79% | Q1 2026 | Apr 24, 2026 |
| Family Investment Center, Inc. | History | Reduced | 145,778 | 4,513 | 0.87% | 0.9% | 218 | -3,220 | -2.16% | Q1 2026 | Apr 24, 2026 |
| Columbus Macro, LLC | History | Added to | 144,803 | 4,483 | 0.48% | 0.47% | 219 | +1,813 | 1.27% | Q1 2026 | Apr 21, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 144,550 | 4,475 | 0.02% | 0.02% | 220 | -2,762 | -1.87% | Q1 2026 | Apr 30, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 144,003 | 4,458 | 0.66% | 0.81% | 221 | -1,763 | -1.21% | Q1 2026 | Apr 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 142,402 | 4,408 | 0.21% | 0.21% | 222 | -3,127 | -2.15% | Q1 2026 | Apr 28, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 141,108 | 4,368 | 0.71% | 0.71% | 223 | -1,232 | -0.87% | Q1 2026 | Apr 07, 2026 |
| CFG Wealth Management Services, Inc. | History | Added to | 140,332 | 4,311 | 3.91% | 3.83% | 224 | +759 | 0.54% | Q1 2026 | May 07, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | Reduced | 137,249 | 4,249 | 0.8% | 0.81% | 225 | -10,742 | -7.26% | Q1 2026 | May 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 137,054 | 4,243 | 0.61% | 0.61% | 226 | -565 | -0.41% | Q1 2026 | May 11, 2026 |
| Code Waechter LLC | History | Reduced | 136,757 | 4,234 | 2.52% | 2.74% | 227 | -5,321 | -3.75% | Q1 2026 | Apr 15, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 135,765 | 4,203 | 1.29% | 1.26% | 228 | -1,198 | -0.87% | Q1 2026 | Apr 21, 2026 |
| Arcataur Capital Management LLC | History | Reduced | 134,636 | 4,168 | 1.16% | 1.17% | 229 | -1,528 | -1.12% | Q1 2026 | Apr 22, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 134,500 | 4,164 | 2.71% | 2.7% | 230 | -5,995 | -4.27% | Q1 2026 | May 11, 2026 |
| BALANCED WEALTH GROUP LLC | History | Reduced | 134,431 | 4,161 | 1.49% | 1.49% | 231 | -2,456 | -1.79% | Q1 2026 | Apr 23, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 133,843 | 4,143 | 0.08% | 0.07% | 232 | +164 | 0.12% | Q1 2026 | Apr 10, 2026 |
| Schaeffer Financial LLC | History | Added to | 133,729 | 4,140 | 3.48% | 3.43% | 233 | +2,962 | 2.27% | Q1 2026 | Apr 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 132,122 | 4,090 | 0.07% | 0.08% | 234 | -5,594 | -4.06% | Q1 2026 | May 11, 2026 |
| Vivaldi Capital Management LP | History | Added to | 131,751 | 4,079 | 0.56% | 0.53% | 235 | +1,373 | 1.05% | Q1 2026 | May 14, 2026 |
| Roundview Capital LLC | History | Added to | 131,694 | 4,077 | 0.25% | 0.24% | 236 | +1,014 | 0.78% | Q1 2026 | May 08, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 131,488 | 4,070 | 0.09% | 0.1% | 237 | -1,559 | -1.17% | Q1 2026 | May 15, 2026 |
| United Advisor Group, LLC | History | Added to | 131,317 | 4,065 | 0.5% | 0.45% | 238 | +11,156 | 9.28% | Q1 2026 | Apr 17, 2026 |
| Apollon Financial, LLC | History | Added to | 127,177 | 3,937 | 0.54% | 0.55% | 239 | +1,874 | 1.5% | Q1 2026 | Apr 22, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 127,118 | 3,935 | 1.15% | 1.11% | 240 | +3,210 | 2.59% | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 126,815 | 3,926 | 0.0% | 0.0% | 241 | -890 | -0.7% | Q1 2026 | May 12, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 126,438 | 3,914 | 1.31% | 1.25% | 242 | +827 | 0.66% | Q1 2026 | May 05, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 124,937 | 3,868 | 0.47% | 0.3% | 243 | +41,901 | 50.46% | Q1 2026 | May 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 124,828 | 3,864 | 0.05% | 0.05% | 244 | -4,612 | -3.56% | Q1 2026 | May 01, 2026 |
| St. Louis Trust Co | History | Reduced | 122,547 | 3,794 | 0.44% | 0.45% | 245 | -7,282 | -5.61% | Q1 2026 | May 14, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 120,750 | 3,738 | 0.74% | 0.75% | 246 | -1,852 | -1.51% | Q1 2026 | May 12, 2026 |
| Richardson Capital Management LLC | History | Reduced | 120,126 | 3,719 | 1.8% | 2.01% | 247 | -13,056 | -9.8% | Q1 2026 | May 12, 2026 |
| May Barnhard Investments LLC | History | Reduced | 118,399 | 3,665 | 1.78% | 1.69% | 248 | -733 | -0.62% | Q1 2026 | May 13, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 118,033 | 3,654 | 0.18% | 0.18% | 249 | -3,341 | -2.75% | Q1 2026 | May 07, 2026 |
| Composition Wealth, LLC | History | Added to | 117,208 | 3,628 | 0.05% | 0.05% | 250 | +4,062 | 3.59% | Q1 2026 | Apr 08, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 116,449 | 3,605 | 0.06% | 0.06% | 251 | -1,707 | -1.44% | Q1 2026 | Apr 22, 2026 |
| Nicollet Investment Management, Inc. | History | Reduced | 116,422 | 3,604 | 1.23% | 1.16% | 252 | -5,830 | -4.77% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | Added to | 115,073 | 3,562 | 0.04% | 0.01% | 254 | +106,588 | 1256.19% | Q1 2026 | May 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 115,062 | 3,562 | 0.02% | 0.02% | 253 | +608 | 0.53% | Q1 2026 | Apr 30, 2026 |
| Livet Wealth, LLC | History | Added to | 115,002 | 3,560 | 2.26% | 2.1% | 255 | +1,632 | 1.44% | Q1 2026 | Apr 24, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 114,400 | 3,541 | 0.05% | 0.04% | 256 | -1,135 | -0.98% | Q1 2026 | Apr 21, 2026 |
| Valmark Advisers, Inc. | History | Added to | 114,248 | 3,537 | 0.04% | 0.04% | 257 | +3,557 | 3.21% | Q1 2026 | May 01, 2026 |
| NorthRock Partners, LLC | History | Reduced | 111,965 | 3,466 | 0.06% | 0.06% | 258 | -4,002 | -3.45% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 111,800 | 3,460 | 0.02% | 0.02% | 259 | +3,195 | 2.94% | Q1 2026 | May 15, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 110,520 | 3,421 | 0.39% | 0.46% | 260 | -25,635 | -18.83% | Q1 2026 | May 11, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 110,018 | 3,406 | 2.52% | 2.41% | 261 | -945 | -0.85% | Q1 2026 | Apr 17, 2026 |
| US BANCORP \DE\ | History | Added to | 109,427 | 3,387 | 0.0% | 0.0% | 262 | +65,683 | 150.15% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 109,142 | 3,379 | 0.09% | 0.04% | 263 | +71,612 | 190.81% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 108,666 | 3,364 | 0.23% | 0.22% | 264 | +370 | 0.34% | Q1 2026 | Apr 21, 2026 |
| Prentice Wealth Management LLC | History | Reduced | 108,482 | 3,358 | 0.76% | 0.75% | 265 | -495 | -0.45% | Q1 2026 | Apr 17, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 108,460 | 3,357 | 0.29% | 0.3% | 266 | +1,103 | 1.03% | Q1 2026 | Apr 09, 2026 |
| McAdam, LLC | History | Added to | 107,503 | 3,328 | 0.15% | 0.15% | 267 | +748 | 0.7% | Q1 2026 | May 08, 2026 |
| HC Advisors, LLC | History | Reduced | 106,314 | 3,291 | 2.2% | 2.23% | 269 | -831 | -0.78% | Q1 2026 | May 05, 2026 |
| Element Wealth, LLC | History | Added to | 106,303 | 3,291 | 1.36% | 1.32% | 268 | +79 | 0.07% | Q1 2026 | May 04, 2026 |
| Providence First Trust Co | History | Reduced | 105,958 | 3,280 | 1.15% | 1.3% | 270 | -18,811 | -15.08% | Q1 2026 | May 04, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 93,826 | 3,183 | 1.26% | 1.24% | 271 | -3,532 | -3.63% | Q1 2026 | Apr 27, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 102,399 | 3,170 | 0.44% | 0.4% | 272 | +8,561 | 9.12% | Q1 2026 | Apr 29, 2026 |
| Wealth Group Ltd | History | Reduced | 102,381 | 3,164 | 0.72% | 0.69% | 273 | -469 | -0.46% | Q1 2026 | Apr 10, 2026 |
| Waterfront Wealth Inc. | History | Added to | 102,010 | 3,158 | 0.58% | 0.56% | 274 | +10,997 | 12.08% | Q1 2026 | Apr 30, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 101,866 | 3,153 | 0.28% | 0.27% | 275 | -1,343 | -1.3% | Q1 2026 | May 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 101,341 | 3,137 | 0.07% | 0.01% | 276 | +83,324 | 462.47% | Q1 2026 | Apr 27, 2026 |
| Orcam Financial Group | History | Added to | 101,207 | 3,133 | 2.22% | 2.28% | 277 | +88 | 0.09% | Q1 2026 | May 12, 2026 |
| Blankinship & Foster, LLC | History | Reduced | 100,627 | 3,115 | 0.69% | 0.66% | 278 | -1,258 | -1.23% | Q1 2026 | Apr 17, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 100,178 | 3,101 | 2.1% | 2.13% | 279 | -7,713 | -7.15% | Q1 2026 | May 07, 2026 |
| Betterment LLC | History | Reduced | 100,127 | 3,100 | 0.01% | 0.01% | 280 | -4,573 | -4.37% | Q1 2026 | May 14, 2026 |
| WealthShield Partners, LLC | History | Reduced | 100,049 | 3,097 | 0.35% | 0.34% | 281 | -2,203 | -2.15% | Q1 2026 | May 01, 2026 |
| Zhang Financial LLC | History | Added to | 98,847 | 3,060 | 0.11% | 0.11% | 282 | +2,921 | 3.05% | Q1 2026 | May 06, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 92,737 | 3,060 | 2.22% | 2.28% | 283 | -1,558 | -1.65% | Q1 2026 | May 12, 2026 |
| Envision Financial LLC | History | Reduced | 97,707 | 3,025 | 1.63% | 1.83% | 284 | -17,227 | -14.99% | Q1 2026 | Apr 16, 2026 |
| LifeSteps Financial, Inc. | History | Added to | 97,205 | 3,009 | 1.91% | 1.77% | 285 | +5,240 | 5.7% | Q1 2026 | Apr 22, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 96,887 | 2,999 | 0.04% | 0.04% | 286 | -318 | -0.33% | Q1 2026 | May 08, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 96,754 | 2,995 | 0.39% | 0.38% | 287 | -9,777 | -9.18% | Q1 2026 | Apr 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 99,394 | 2,990 | 0.02% | 0.02% | 288 | +6,262 | 6.72% | Q1 2026 | May 15, 2026 |
| Boltwood Capital Management | History | Added to | 95,254 | 2,949 | 0.75% | 0.71% | 289 | +4,280 | 4.7% | Q1 2026 | Apr 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 85,687 | 2,906 | 0.04% | 0.03% | 290 | +8,085 | 10.42% | Q1 2026 | May 06, 2026 |
| PCA Investment Advisory Services Inc. | History | Reduced | 92,279 | 2,856 | 0.95% | 0.99% | 291 | -1,488 | -1.59% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 92,019 | 2,848 | 0.04% | 0.04% | 292 | +1,377 | 1.52% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 91,643 | 2,837 | 0.01% | 0.01% | 293 | +2,046 | 2.28% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 91,372 | 2,828 | 0.0% | 0.0% | 294 | -17,199 | -15.84% | Q1 2026 | May 13, 2026 |
| Jacobs Equity LLC | History | Added to | 91,261 | 2,825 | 2.53% | 2.62% | 295 | +816 | 0.9% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 93,195 | 2,802 | 0.06% | 0.05% | 296 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| River Wealth Advisors LLC | History | Reduced | 90,471 | 2,800 | 0.32% | 0.32% | 297 | -3,627 | -3.85% | Q1 2026 | May 13, 2026 |
| Values Added Financial LLC | History | Added to | 89,679 | 2,776 | 1.17% | 1.12% | 298 | +1,510 | 1.71% | Q1 2026 | Apr 20, 2026 |
| True North Advisors, LLC | History | Reduced | 87,706 | 2,715 | 0.31% | 0.36% | 299 | -3,922 | -4.28% | Q1 2026 | May 07, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 87,027 | 2,694 | 0.19% | 0.19% | 300 | -736 | -0.84% | Q1 2026 | May 15, 2026 |
| CDKV HOLDINGS LLC | History | Added to | 86,962 | 2,692 | 2.36% | 2.11% | 301 | +3,225 | 3.85% | Q1 2026 | May 01, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 86,884 | 2,689 | 0.4% | 0.38% | 302 | +5,205 | 6.37% | Q1 2026 | Apr 16, 2026 |
| MATHER GROUP, LLC. | History | Added to | 86,693 | 2,684 | 0.03% | 0.03% | 303 | +660 | 0.77% | Q1 2026 | Apr 13, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 86,525 | 2,678 | 0.92% | 0.9% | 304 | -1,012 | -1.16% | Q1 2026 | Apr 01, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 86,264 | 2,670 | 0.05% | 0.06% | 305 | -14,648 | -14.52% | Q1 2026 | Apr 14, 2026 |
| Leo H. Evart, Inc. | History | New | 84,207 | 2,607 | 2.23% | — | 306 | +84,207 | New | Q1 2026 | May 13, 2026 |
| Centerpoint Advisors, LLC | History | No change | 84,000 | 2,601 | 0.85% | 0.78% | 307 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Athena Investment Management | History | Added to | 83,744 | 2,592 | 1.34% | 1.28% | 308 | +785 | 0.95% | Q1 2026 | May 11, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 82,987 | 2,569 | 0.27% | 0.28% | 309 | -6,005 | -6.75% | Q1 2026 | Apr 15, 2026 |
| Leisure Capital Management | History | Reduced | 82,646 | 2,558 | 0.9% | 0.9% | 310 | -7,784 | -8.61% | Q1 2026 | May 08, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 82,136 | 2,542 | 0.02% | 0.02% | 311 | -10,870 | -11.69% | Q1 2026 | May 11, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 81,889 | 2,535 | 1.37% | 1.25% | 312 | +5,606 | 7.35% | Q1 2026 | May 12, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 81,527 | 2,524 | 0.38% | 0.36% | 313 | -443 | -0.54% | Q1 2026 | Apr 23, 2026 |
| Vantage Financial Partners, LLC | History | No change | 83,970 | 2,524 | 0.51% | 0.51% | 314 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WBH ADVISORY INC | History | Reduced | 79,721 | 2,491 | 0.19% | 0.18% | 315 | -444 | -0.55% | Q1 2026 | Apr 27, 2026 |
| Ulland Investment Advisors, LLC | History | Reduced | 79,880 | 2,473 | 2.12% | 1.93% | 316 | -474 | -0.59% | Q1 2026 | Apr 27, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 78,130 | 2,418 | 0.06% | 0.05% | 317 | +283 | 0.36% | Q1 2026 | Apr 29, 2026 |
| Krilogy Financial LLC | History | Added to | 72,793 | 2,416 | 0.08% | 0.08% | 318 | +678 | 0.94% | Q1 2026 | Apr 17, 2026 |
| Econ Financial Services Corp | History | Added to | 77,366 | 2,395 | 1.11% | 0.92% | 319 | +16,067 | 26.21% | Q1 2026 | Apr 21, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 77,211 | 2,390 | 0.8% | 0.79% | 320 | -2,442 | -3.07% | Q1 2026 | Apr 14, 2026 |
| Dorato Capital Management | History | Reduced | 73,359 | 2,380 | 1.76% | 1.77% | 321 | -821 | -1.11% | Q1 2026 | Apr 09, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 75,699 | 2,343 | 0.33% | 0.32% | 322 | -480 | -0.63% | Q1 2026 | Apr 13, 2026 |
| Red Door Wealth Management, LLC | History | Reduced | 75,391 | 2,334 | 0.24% | 0.25% | 323 | -4,884 | -6.08% | Q1 2026 | Apr 22, 2026 |
| MBA Advisors LLC | History | Reduced | 74,848 | 2,317 | 0.89% | 0.92% | 324 | -1,257 | -1.65% | Q1 2026 | Apr 20, 2026 |
| WJ Financial Advisors LLC | History | Added to | 73,465 | 2,274 | 1.84% | 1.87% | 325 | +3,666 | 5.25% | Q1 2026 | May 04, 2026 |
| Summit Financial, LLC | History | Added to | 71,556 | 2,215 | 0.03% | 0.03% | 326 | +2,526 | 3.66% | Q1 2026 | May 15, 2026 |
| May Hill Capital, LLC | History | Reduced | 70,320 | 2,177 | 0.55% | 0.61% | 327 | -4,526 | -6.05% | Q1 2026 | May 06, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 70,226 | 2,174 | 0.21% | — | 328 | +70,226 | New | Q1 2026 | May 12, 2026 |
| SWS Partners | History | Reduced | 69,971 | 2,166 | 0.53% | 0.54% | 329 | -4,555 | -6.11% | Q1 2026 | Apr 21, 2026 |
| Quantinno Capital Management LP | History | Added to | 69,542 | 2,153 | 0.0% | 0.0% | 330 | +19,623 | 39.31% | Q1 2026 | May 15, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 69,562 | 2,153 | 1.25% | 1.26% | 331 | +1,340 | 1.96% | Q1 2026 | May 12, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 69,217 | 2,142 | 0.24% | 0.23% | 332 | -88 | -0.13% | Q1 2026 | Apr 16, 2026 |
| Asset Advisors Investment Management, LLC | History | Reduced | 69,080 | 2,138 | 0.2% | 0.19% | 333 | -1,200 | -1.71% | Q1 2026 | Apr 16, 2026 |
| Aspen Grove Capital, LLC | History | Reduced | 68,880 | 2,132 | 0.41% | 0.37% | 334 | -2,469 | -3.46% | Q1 2026 | May 14, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 68,648 | 2,125 | 0.76% | 0.75% | 335 | -849 | -1.22% | Q1 2026 | May 14, 2026 |
| Csenge Advisory Group | History | Added to | 68,578 | 2,123 | 0.1% | 0.09% | 336 | +3,401 | 5.22% | Q1 2026 | Apr 30, 2026 |
| Bensler, LLC | History | Reduced | 68,458 | 2,119 | 0.22% | 0.24% | 337 | -10,971 | -13.81% | Q1 2026 | May 01, 2026 |
| Blue Barn Wealth, LLC | History | No change | 70,446 | 2,118 | 3.08% | 3.08% | 338 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 67,608 | 2,093 | 0.78% | 0.89% | 339 | -10,972 | -13.96% | Q1 2026 | Apr 13, 2026 |
| Capital Squared Financial LLC | History | Added to | 67,507 | 2,090 | 1.6% | 1.49% | 340 | +4,109 | 6.48% | Q1 2026 | May 01, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 67,261 | 2,082 | 0.01% | 0.0% | 341 | +22,062 | 48.81% | Q1 2026 | Apr 22, 2026 |
| Compound Planning, Inc. | History | Added to | 67,221 | 2,081 | 0.06% | 0.06% | 342 | +1,092 | 1.65% | Q1 2026 | May 14, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Reduced | 67,057 | 2,076 | 0.09% | 0.08% | 343 | -73 | -0.11% | Q1 2026 | Apr 29, 2026 |
| CRA Financial Services, LLC | History | Reduced | 66,651 | 2,063 | 0.27% | 0.31% | 344 | -12,458 | -15.75% | Q1 2026 | Apr 09, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 66,632 | 2,062 | 0.7% | 1.04% | 345 | -34,508 | -34.12% | Q1 2026 | Apr 08, 2026 |
| Madison Park Capital Advisors, LLC | History | Reduced | 64,902 | 2,009 | 1.58% | 1.63% | 346 | -1,847 | -2.77% | Q1 2026 | Apr 22, 2026 |
| Ironwood Financial, llc | History | Reduced | 64,856 | 2,007 | 0.35% | 0.35% | 347 | -473 | -0.72% | Q1 2026 | Apr 16, 2026 |
| Venture Visionary Partners LLC | History | Added to | 64,846 | 2,007 | 0.07% | 0.06% | 348 | +4 | 0.01% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 64,825 | 2,006 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MCF Advisors LLC | History | Reduced | 64,034 | 1,982 | 0.09% | 0.11% | 350 | -16 | -0.02% | Q1 2026 | May 11, 2026 |
| FF Advisors,LLC | History | Added to | 58,884 | 1,981 | 0.8% | 0.54% | 351 | +18,478 | 45.73% | Q1 2026 | Apr 27, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 63,459 | 1,964 | 0.07% | 0.06% | 352 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 63,245 | 1,958 | 0.65% | 0.73% | 353 | -3,845 | -5.73% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 64,621 | 1,943 | 0.03% | 0.03% | 354 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Alliance Private Wealth, LLC | History | No change | 61,813 | 1,913 | 0.69% | 0.69% | 355 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| COMMERCE BANK | History | Added to | 61,714 | 1,910 | 0.01% | 0.01% | 356 | +25,879 | 72.22% | Q1 2026 | May 11, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 60,871 | 1,884 | 0.05% | 0.04% | 357 | +426 | 0.7% | Q1 2026 | May 08, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 60,268 | 1,865 | 0.42% | 0.47% | 358 | +858 | 1.44% | Q1 2026 | Apr 14, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 59,900 | 1,854 | 0.13% | 0.12% | 359 | -122 | -0.2% | Q1 2026 | May 05, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 59,862 | 1,853 | 0.86% | — | 361 | +59,862 | New | Q1 2026 | Apr 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 59,872 | 1,853 | 0.03% | 0.05% | 360 | -41,211 | -40.77% | Q1 2026 | Apr 09, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 59,497 | 1,842 | 0.51% | 0.49% | 363 | +1,265 | 2.17% | Q1 2026 | Apr 14, 2026 |
| Vision Capital Management, Inc. | History | No change | 59,514 | 1,842 | 0.23% | 0.22% | 362 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 59,123 | 1,830 | 0.13% | 0.14% | 364 | -321 | -0.54% | Q1 2026 | May 05, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 58,928 | 1,824 | 0.63% | 0.57% | 365 | +4,097 | 7.47% | Q1 2026 | Apr 08, 2026 |
| Cambridge Advisors Inc. | History | Added to | 58,850 | 1,821 | 0.35% | 0.34% | 366 | +92 | 0.16% | Q1 2026 | Apr 16, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | No change | 58,449 | 1,809 | 0.88% | 0.86% | 367 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 58,413 | 1,808 | 0.11% | 0.11% | 368 | -1,170 | -1.96% | Q1 2026 | May 13, 2026 |
| NBZ Investment Advisors LLC | History | Reduced | 58,316 | 1,805 | 0.79% | 0.77% | 369 | -167 | -0.29% | Q1 2026 | May 04, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 58,263 | 1,803 | 0.59% | 0.56% | 370 | +2,474 | 4.43% | Q1 2026 | Apr 24, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 57,649 | 1,784 | 0.33% | 0.42% | 371 | -11,811 | -17.0% | Q1 2026 | Apr 13, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 57,571 | 1,782 | 0.53% | 0.52% | 372 | -6 | -0.01% | Q1 2026 | May 05, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 57,403 | 1,777 | 0.25% | 0.23% | 373 | -689 | -1.19% | Q1 2026 | May 04, 2026 |
| PFG Advisors | History | Reduced | 57,018 | 1,765 | 0.09% | 0.11% | 374 | -18,963 | -24.96% | Q1 2026 | May 05, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 56,773 | 1,757 | 0.4% | 0.4% | 375 | -981 | -1.7% | Q1 2026 | Apr 02, 2026 |
| BCS Wealth Management | History | Reduced | 56,705 | 1,755 | 0.36% | 0.34% | 376 | -56,185 | -49.77% | Q1 2026 | Apr 17, 2026 |
| Embree Financial Group | History | Added to | 56,678 | 1,754 | 0.21% | 0.21% | 377 | +879 | 1.58% | Q1 2026 | Apr 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 56,621 | 1,752 | 0.1% | 0.1% | 378 | -817 | -1.42% | Q1 2026 | Apr 20, 2026 |
| ETF Store, Inc. | History | Added to | 56,117 | 1,737 | 1.69% | 1.64% | 379 | +2,765 | 5.18% | Q1 2026 | Apr 30, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 55,917 | 1,731 | 0.2% | 0.19% | 380 | -195 | -0.35% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 55,614 | 1,721 | 0.01% | 0.0% | 381 | +6,156 | 12.45% | Q1 2026 | May 14, 2026 |
| CVA Family Office, LLC | History | Reduced | 54,601 | 1,690 | 0.18% | 0.19% | 382 | -579 | -1.05% | Q1 2026 | Apr 29, 2026 |
| Seek First Inc. | History | Added to | 54,159 | 1,676 | 1.18% | 1.11% | 384 | +361 | 0.67% | Q1 2026 | Apr 23, 2026 |
| LTG Capital LLC | History | Added to | 54,166 | 1,676 | 1.28% | 1.26% | 383 | +285 | 0.53% | Q1 2026 | May 15, 2026 |
| OFS Enterprise LLC | History | New | 54,043 | 1,673 | 0.49% | — | 385 | +54,043 | New | Q1 2026 | Apr 09, 2026 |
| K2 Financial Inc. | History | Added to | 48,885 | 1,650 | 1.2% | 1.1% | 386 | +3,420 | 7.52% | Q1 2026 | Apr 28, 2026 |
| Oldfather Financial Services, LLC | History | No change | 54,712 | 1,645 | 0.49% | 0.49% | 387 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 52,999 | 1,640 | 0.03% | 0.03% | 388 | -13,197 | -19.94% | Q1 2026 | May 15, 2026 |
| Westview Management dba Westview Investment Advisors | History | Reduced | 52,482 | 1,624 | 0.85% | 0.93% | 389 | -12,416 | -19.13% | Q1 2026 | May 08, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 53,793 | 1,617 | 0.08% | 0.08% | 390 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | New | 52,006 | 1,610 | 0.01% | — | 391 | +52,006 | New | Q1 2026 | May 15, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 51,447 | 1,592 | 0.74% | 0.72% | 392 | +1,134 | 2.25% | Q1 2026 | Apr 21, 2026 |
| GuidedMoney, LLC | History | No change | 51,435 | 1,592 | 0.84% | 0.83% | 393 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BFSG, LLC | History | Reduced | 51,271 | 1,587 | 0.15% | 0.15% | 394 | -542 | -1.05% | Q1 2026 | Apr 28, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 51,238 | 1,586 | 0.17% | 0.17% | 395 | -1,752 | -3.31% | Q1 2026 | May 12, 2026 |
| Integrated Capital Management, LLC | History | Added to | 51,078 | 1,581 | 0.67% | 0.66% | 396 | +127 | 0.25% | Q1 2026 | Apr 17, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 51,065 | 1,580 | 0.1% | 0.1% | 397 | +57 | 0.11% | Q1 2026 | Apr 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 50,980 | 1,578 | 0.03% | 0.03% | 398 | +1,070 | 2.14% | Q1 2026 | Apr 15, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 48,623 | 1,577 | 0.22% | 0.21% | 399 | -881 | -1.78% | Q1 2026 | Apr 13, 2026 |
| North Forty Two & Co. | History | Added to | 50,476 | 1,562 | 1.44% | 1.31% | 400 | +4,425 | 9.61% | Q1 2026 | Apr 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 50,266 | 1,556 | 0.02% | 0.02% | 401 | +11,561 | 29.87% | Q1 2026 | May 15, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 50,238 | 1,555 | 0.22% | 0.22% | 402 | -2,029 | -3.88% | Q1 2026 | Apr 27, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 50,211 | 1,555 | 0.4% | 0.35% | 403 | -60 | -0.12% | Q1 2026 | Apr 28, 2026 |
| IF Advisors, LLC | History | Added to | 50,042 | 1,549 | 1.09% | 0.77% | 404 | +18,673 | 59.53% | Q1 2026 | May 13, 2026 |
| RCW Management, LLC | History | Reduced | 49,564 | 1,534 | 1.57% | 1.56% | 405 | -1,750 | -3.41% | Q1 2026 | Apr 15, 2026 |
| Arax Advisory Partners | History | Added to | 49,534 | 1,533 | 0.04% | 0.04% | 406 | +8,364 | 20.32% | Q1 2026 | May 13, 2026 |
| John W. Brooker & Co., CPAs | History | Reduced | 49,243 | 1,524 | 2.4% | 3.28% | 407 | -11,753 | -19.27% | Q1 2026 | Apr 13, 2026 |
| S.A. Mason LLC | History | Added to | 49,133 | 1,521 | 0.57% | 0.57% | 408 | +1,556 | 3.27% | Q1 2026 | Apr 27, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 30,946 | 1,512 | 0.07% | 0.01% | 409 | -55,032 | -64.01% | Q1 2026 | May 15, 2026 |
| Financially in Tune, LLC | History | Added to | 48,747 | 1,509 | 1.3% | 1.34% | 410 | +833 | 1.74% | Q1 2026 | Apr 22, 2026 |
| Dakota Wealth Management | History | Reduced | 48,453 | 1,500 | 0.03% | 0.06% | 411 | -68,377 | -58.53% | Q1 2026 | May 07, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 47,873 | 1,482 | 0.41% | 0.57% | 412 | -18,957 | -28.37% | Q1 2026 | May 07, 2026 |
| Legacy Bridge, LLC | History | No change | 47,846 | 1,481 | 0.56% | 0.58% | 413 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 47,000 | 1,455 | 0.09% | 0.09% | 414 | +32 | 0.07% | Q1 2026 | Apr 17, 2026 |
| Coastline Complete Wealth LLC | History | Reduced | 46,338 | 1,434 | 0.89% | 0.89% | 415 | -425 | -0.91% | Q1 2026 | May 22, 2026 |
| SCS Capital Management LLC | History | No change | 46,143 | 1,428 | 0.02% | 0.01% | 416 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| First Growth Capital LLC | History | No change | 45,486 | 1,421 | 1.28% | 1.32% | 417 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 45,760 | 1,416 | 0.62% | 0.59% | 418 | -468 | -1.01% | Q1 2026 | May 05, 2026 |
| Capital Advantage, Inc. | History | Reduced | 45,622 | 1,412 | 0.18% | 0.19% | 419 | -897 | -1.93% | Q1 2026 | Apr 10, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Reduced | 45,483 | 1,408 | 0.3% | 0.33% | 420 | -4,789 | -9.53% | Q1 2026 | Apr 10, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 45,429 | 1,406 | 0.02% | 0.01% | 421 | +5 | 0.01% | Q1 2026 | May 13, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 45,318 | 1,403 | 0.21% | 0.21% | 422 | -3,248 | -6.69% | Q1 2026 | Apr 09, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 45,034 | 1,394 | 0.01% | 0.02% | 423 | +203 | 0.45% | Q1 2026 | May 13, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 43,961 | 1,361 | 0.36% | 0.35% | 424 | -862 | -1.92% | Q1 2026 | Apr 22, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 43,922 | 1,359 | 0.15% | 0.15% | 425 | -1,244 | -2.75% | Q1 2026 | May 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 43,582 | 1,349 | 0.04% | 0.04% | 426 | -800 | -1.8% | Q1 2026 | May 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 43,158 | 1,336 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 44,340 | 1,333 | 0.0% | 0.0% | 428 | -47 | -0.11% | Q1 2026 | May 15, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 42,874 | 1,327 | 0.14% | 0.15% | 429 | -2,262 | -5.01% | Q1 2026 | Apr 28, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 42,802 | 1,325 | 0.05% | 0.04% | 430 | +4,216 | 10.93% | Q1 2026 | May 12, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 42,518 | 1,316 | 0.18% | 0.17% | 431 | -1,258 | -2.87% | Q1 2026 | Apr 08, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 42,259 | 1,308 | 0.68% | 0.85% | 432 | -1,547 | -3.53% | Q1 2026 | Apr 30, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 42,068 | 1,302 | 0.03% | 0.03% | 433 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 38,175 | 1,285 | 0.08% | 0.1% | 434 | -11,624 | -23.34% | Q1 2026 | Apr 22, 2026 |
| Single Point Partners, LLC | History | Added to | 41,309 | 1,278 | 0.25% | 0.24% | 435 | +842 | 2.08% | Q1 2026 | Apr 15, 2026 |
| WP Advisors, LLC | History | Added to | 41,279 | 1,277 | 0.33% | 0.31% | 436 | +103 | 0.25% | Q1 2026 | May 04, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 41,096 | 1,272 | 0.09% | 0.09% | 437 | +1,513 | 3.82% | Q1 2026 | Apr 20, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 41,000 | 1,269 | 0.34% | 0.34% | 438 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cassilly Financial Group LLC | History | Added to | 40,954 | 1,267 | 1.1% | 1.02% | 439 | +2,562 | 6.67% | Q1 2026 | Apr 10, 2026 |
| Bouchey Financial Group Ltd | History | No change | 38,980 | 1,266 | 0.09% | 0.09% | 440 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 40,799 | 1,263 | 0.01% | 0.01% | 441 | +11,987 | 41.6% | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 40,810 | 1,263 | 0.05% | 0.05% | 442 | +1,044 | 2.63% | Q1 2026 | Apr 21, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Added to | 39,907 | 1,235 | 1.93% | 1.99% | 443 | +6 | 0.02% | Q1 2026 | May 04, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 39,877 | 1,234 | 0.75% | 0.71% | 444 | +207 | 0.52% | Q1 2026 | Apr 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 39,799 | 1,232 | 0.02% | 0.02% | 445 | -2,134 | -5.09% | Q1 2026 | May 11, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 39,507 | 1,223 | 0.09% | 0.08% | 446 | -4,024 | -9.24% | Q1 2026 | Apr 16, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 39,324 | 1,217 | 0.0% | 0.0% | 447 | +68 | 0.17% | Q1 2026 | May 08, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Reduced | 39,154 | 1,212 | 0.18% | 0.15% | 448 | -90 | -0.23% | Q1 2026 | May 01, 2026 |
| First Pacific Financial | History | Reduced | 38,934 | 1,205 | 0.16% | 0.15% | 449 | -543 | -1.38% | Q1 2026 | Apr 23, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 38,216 | 1,183 | 0.24% | 0.23% | 450 | +385 | 1.02% | Q1 2026 | May 12, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 38,117 | 1,180 | 0.1% | 0.1% | 451 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 38,008 | 1,176 | 0.06% | 0.07% | 452 | -12,069 | -24.1% | Q1 2026 | Apr 28, 2026 |
| Squire Investment Management Company, LLC | History | No change | 37,801 | 1,170 | 0.33% | 0.34% | 453 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FIDELIS iM, LLC | History | No change | 37,542 | 1,162 | 0.44% | 0.44% | 454 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WISCONSIN CAPITAL MANAGEMENT LLC | History | No change | 37,500 | 1,161 | 0.64% | 0.57% | 455 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sculati Wealth Management, LLC | History | No change | 37,488 | 1,160 | 0.43% | 0.4% | 456 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Orca Investment Management, LLC | History | Reduced | 37,009 | 1,145 | 0.97% | 0.89% | 457 | -555 | -1.48% | Q1 2026 | Apr 23, 2026 |
| RMR Wealth Builders | History | Reduced | 37,005 | 1,145 | 0.09% | 0.09% | 458 | -43 | -0.12% | Q1 2026 | Apr 22, 2026 |
| Great Waters Wealth Management | History | Reduced | 36,628 | 1,134 | 0.12% | 0.12% | 459 | -757 | -2.02% | Q1 2026 | Apr 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 36,521 | 1,130 | 0.01% | 0.01% | 460 | -2,926 | -7.42% | Q1 2026 | May 14, 2026 |
| Serenity Investment Advisors | History | No change | 35,988 | 1,129 | 0.66% | 0.66% | 461 | 0 | 0.0% | Q4 2025 | May 22, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 37,530 | 1,128 | 0.16% | 0.16% | 462 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Shearwater Capital LLC | History | New | 36,275 | 1,123 | 0.59% | — | 463 | +36,275 | New | Q1 2026 | Apr 09, 2026 |
| JM2 Capital Inc. | History | Added to | 36,083 | 1,117 | 0.93% | 0.74% | 464 | +5,640 | 18.53% | Q1 2026 | Apr 27, 2026 |
| Pathstone Holdings, LLC | History | No change | 35,804 | 1,108 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 35,783 | 1,107 | 0.06% | 0.06% | 466 | -462 | -1.27% | Q1 2026 | Apr 23, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 35,667 | 1,104 | 0.06% | 0.02% | 467 | +20,911 | 141.71% | Q1 2026 | May 06, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 35,313 | 1,093 | 0.29% | 0.3% | 468 | -59 | -0.17% | Q1 2026 | Apr 15, 2026 |
| Crescent Sterling, Ltd. | History | Added to | 35,255 | 1,091 | 1.06% | 1.07% | 469 | +431 | 1.24% | Q1 2026 | Apr 07, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 35,187 | 1,089 | 0.11% | 0.1% | 470 | +3,650 | 11.57% | Q1 2026 | May 12, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 34,778 | 1,076 | 0.12% | 0.13% | 471 | -3,913 | -10.11% | Q1 2026 | Apr 29, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 34,706 | 1,074 | 0.09% | 0.09% | 472 | -3,255 | -8.57% | Q1 2026 | May 11, 2026 |
| Chesapeake Wealth Management | History | Reduced | 34,628 | 1,072 | 0.33% | 0.31% | 474 | -273 | -0.78% | Q1 2026 | May 18, 2026 |
| AMG National Trust Bank | History | No change | 34,650 | 1,072 | 0.02% | 0.02% | 473 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 34,326 | 1,062 | 0.3% | 0.26% | 475 | +2,458 | 7.71% | Q1 2026 | Apr 28, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 34,314 | 1,062 | 0.61% | 0.58% | 476 | +284 | 0.83% | Q1 2026 | May 13, 2026 |
| Retirement Planning Group, LLC | History | Added to | 33,687 | 1,042 | 0.03% | 0.03% | 477 | +6,569 | 24.22% | Q1 2026 | May 04, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 33,630 | 1,041 | 0.37% | 0.36% | 478 | +18 | 0.05% | Q1 2026 | Apr 14, 2026 |
| WFA of San Diego, LLC | History | Reduced | 33,564 | 1,039 | 0.83% | 0.76% | 479 | -805 | -2.34% | Q1 2026 | May 11, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 33,469 | 1,036 | 0.38% | 0.36% | 480 | -675 | -1.98% | Q1 2026 | May 15, 2026 |
| MeadowBrook Investment Advisors LLC | History | Added to | 33,250 | 1,029 | 0.91% | 0.36% | 481 | +19,355 | 139.29% | Q1 2026 | Apr 22, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 33,123 | 1,025 | 0.66% | 0.66% | 482 | -1,305 | -3.79% | Q1 2026 | May 11, 2026 |
| NWAM LLC | History | Added to | 32,897 | 1,018 | 0.06% | 0.06% | 483 | +267 | 0.82% | Q1 2026 | May 04, 2026 |
| Pegasus Asset Management, Inc. | History | Added to | 32,806 | 1,015 | 0.32% | 0.27% | 484 | +3,317 | 11.25% | Q1 2026 | Apr 20, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 32,680 | 1,011 | 0.04% | 0.03% | 485 | +1,054 | 3.33% | Q1 2026 | May 15, 2026 |
| Five Pine Wealth Management | History | Reduced | 32,602 | 1,009 | 0.63% | 0.63% | 487 | -233 | -0.71% | Q1 2026 | Apr 16, 2026 |
| Ironwood Wealth Management, LLC. | History | Added to | 32,594 | 1,009 | 0.29% | 0.29% | 486 | +5 | 0.02% | Q1 2026 | Apr 23, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 32,421 | 1,003 | 0.06% | 0.06% | 488 | +12 | 0.04% | Q1 2026 | May 12, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 32,182 | 996 | 0.45% | 0.41% | 489 | +17 | 0.05% | Q1 2026 | Apr 28, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 32,170 | 995 | 0.01% | 0.01% | 490 | -2,030 | -5.94% | Q1 2026 | May 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 31,950 | 989 | 0.16% | 0.18% | 491 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Wedmont Private Capital | History | Added to | 30,275 | 982 | 0.03% | 0.03% | 492 | +3 | 0.01% | Q1 2026 | Apr 09, 2026 |
| Clear Point Advisors Inc. | History | Added to | 31,687 | 981 | 0.76% | 0.66% | 493 | +3,218 | 11.3% | Q1 2026 | Apr 28, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 31,606 | 978 | 0.47% | 0.47% | 494 | -1,150 | -3.51% | Q1 2026 | May 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 31,512 | 975 | 0.01% | 0.01% | 495 | +525 | 1.69% | Q1 2026 | Apr 28, 2026 |
| Hilltop Partners LLC | History | Reduced | 31,311 | 969 | 0.25% | 0.25% | 496 | -1,197 | -3.68% | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 30,766 | 952 | 0.03% | 0.04% | 497 | -1,603 | -4.95% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 30,766 | 952 | 0.12% | 0.14% | 498 | -1,603 | -4.95% | Q1 2026 | Apr 28, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 30,462 | 943 | 0.02% | 0.02% | 499 | +965 | 3.27% | Q1 2026 | May 13, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 30,298 | 938 | 0.21% | 0.25% | 500 | -3,957 | -11.55% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 30,115 | 932 | 0.02% | 0.03% | 501 | -8,426 | -21.86% | Q1 2026 | May 15, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 30,075 | 931 | 0.41% | 0.42% | 502 | -412 | -1.35% | Q1 2026 | Apr 08, 2026 |
| One Capital Management, LLC | History | Reduced | 30,049 | 930 | 0.03% | 0.03% | 503 | -395 | -1.3% | Q1 2026 | May 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 30,000 | 928 | 0.07% | 0.07% | 504 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 29,726 | 920 | 0.0% | 0.0% | 505 | +6,921 | 30.35% | Q1 2026 | May 13, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | No change | 29,712 | 919 | 0.18% | 0.17% | 506 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 29,613 | 916 | 0.4% | 0.35% | 507 | +2,202 | 8.03% | Q1 2026 | May 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 29,555 | 915 | 0.02% | 0.02% | 508 | +142 | 0.48% | Q1 2026 | May 07, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 29,335 | 908 | 0.25% | 0.23% | 509 | +212 | 0.73% | Q1 2026 | May 12, 2026 |
| Seven Springs Wealth Group, LLC | History | No change | 29,211 | 904 | 0.21% | 0.25% | 510 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 29,026 | 898 | 0.1% | 0.09% | 511 | +23 | 0.08% | Q1 2026 | Apr 22, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 28,976 | 897 | 0.01% | 0.01% | 513 | +2,918 | 11.2% | Q1 2026 | May 12, 2026 |
| Sigma Planning Corp | History | Reduced | 28,987 | 897 | 0.02% | 0.03% | 512 | -1,468 | -4.82% | Q1 2026 | May 04, 2026 |
| CAP Partners, LLC | History | Added to | 28,635 | 886 | 0.5% | 0.49% | 514 | +6 | 0.02% | Q1 2026 | Apr 28, 2026 |
| Cynosure Group, LLC | History | Added to | 28,603 | 885 | 0.11% | 0.09% | 515 | +8 | 0.03% | Q1 2026 | May 13, 2026 |
| NBT BANK N A /NY | History | Added to | 28,526 | 883 | 0.06% | 0.06% | 516 | +11,329 | 65.88% | Q1 2026 | Apr 28, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 29,205 | 878 | 0.62% | 0.58% | 517 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Red Mountain Financial, LLC | History | Added to | 28,353 | 877 | 0.83% | 0.81% | 518 | +780 | 2.83% | Q1 2026 | Apr 28, 2026 |
| Arkadios Wealth Advisors | History | Added to | 28,268 | 875 | 0.01% | 0.01% | 519 | +2,755 | 10.8% | Q1 2026 | May 18, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 27,917 | 864 | 0.17% | 0.17% | 522 | -977 | -3.38% | Q1 2026 | May 05, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 27,930 | 864 | 0.32% | 0.29% | 521 | -386 | -1.36% | Q1 2026 | May 11, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 27,928 | 864 | 0.01% | 0.01% | 520 | +232 | 0.84% | Q1 2026 | May 05, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 27,885 | 863 | 0.1% | 0.08% | 523 | +3,344 | 13.63% | Q1 2026 | Apr 24, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 27,906 | 863 | 0.03% | 0.03% | 524 | +371 | 1.35% | Q1 2026 | May 07, 2026 |
| FineMark National Bank & Trust | History | No change | 28,702 | 863 | 0.03% | 0.03% | 525 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 27,381 | 847 | 0.31% | 0.32% | 526 | -1,205 | -4.22% | Q1 2026 | Apr 29, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 27,154 | 840 | 0.13% | 0.52% | 527 | -68,485 | -71.61% | Q1 2026 | Apr 30, 2026 |
| BCWM, LLC | History | Reduced | 27,009 | 836 | 0.24% | 0.27% | 528 | -2,480 | -8.41% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 26,711 | 827 | 0.01% | 0.01% | 529 | +170 | 0.64% | Q1 2026 | Apr 14, 2026 |
| Rede Wealth, LLC | History | Reduced | 26,638 | 824 | 0.3% | 0.36% | 530 | -8,000 | -23.1% | Q1 2026 | Apr 10, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 26,573 | 822 | 0.01% | 0.01% | 531 | +1,234 | 4.87% | Q1 2026 | May 04, 2026 |
| Sachetta, LLC | History | Added to | 26,302 | 814 | 0.44% | 0.42% | 532 | +583 | 2.27% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 26,092 | 807 | 0.0% | 0.0% | 533 | +2,087 | 8.69% | Q1 2026 | May 08, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 25,792 | 798 | 0.02% | — | 534 | +25,792 | New | Q1 2026 | Apr 27, 2026 |
| Indivisible Partners | History | Reduced | 25,736 | 796 | 0.07% | 0.09% | 535 | -802 | -3.02% | Q1 2026 | Apr 30, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 25,706 | 795 | 0.0% | 0.0% | 536 | +21,556 | 519.42% | Q1 2026 | May 01, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 25,536 | 790 | 0.32% | 0.33% | 537 | -2,290 | -8.23% | Q1 2026 | Apr 23, 2026 |
| Brookwood Investment Group LLC | History | Added to | 25,254 | 781 | 0.1% | 0.09% | 538 | +511 | 2.07% | Q1 2026 | May 04, 2026 |
| Payne Capital LLC | History | No change | 25,160 | 778 | 0.71% | 0.77% | 539 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Arista Wealth Management, LLC | History | No change | 25,040 | 775 | 0.09% | 0.09% | 540 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Northern Capital Management, Inc. | History | Reduced | 25,007 | 774 | 0.39% | 0.45% | 541 | -3,509 | -12.31% | Q1 2026 | May 13, 2026 |
| Goepper Burkhardt LLC | History | Reduced | 25,006 | 774 | 0.26% | 0.28% | 542 | -3,288 | -11.62% | Q1 2026 | May 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 24,990 | 773 | 0.05% | 0.05% | 543 | -726 | -2.82% | Q1 2026 | Apr 10, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 24,905 | 771 | 0.06% | 0.06% | 544 | -2,030 | -7.54% | Q1 2026 | Apr 10, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 24,891 | 770 | 0.04% | 0.06% | 545 | -15,811 | -38.85% | Q1 2026 | Apr 29, 2026 |
| &PARTNERS | History | Added to | 24,834 | 768 | 0.0% | 0.0% | 546 | +8,896 | 55.82% | Q1 2026 | May 15, 2026 |
| SIMA Wealth Partners, LLC | History | New | 24,748 | 766 | 0.58% | — | 547 | +24,748 | New | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 24,695 | 764 | 0.01% | 0.01% | 548 | +2,103 | 9.31% | Q1 2026 | Apr 27, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 24,471 | 757 | 0.08% | 0.08% | 549 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Eley Financial Management, Inc | History | Reduced | 24,437 | 756 | 0.27% | 0.27% | 550 | -226 | -0.92% | Q1 2026 | May 19, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 24,323 | 753 | 0.36% | 0.33% | 551 | +750 | 3.18% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Added to | 22,317 | 753 | 0.01% | 0.01% | 552 | +632 | 2.91% | Q1 2026 | Apr 20, 2026 |
| Carolina Wealth Advisors, LLC | History | Reduced | 24,297 | 752 | 0.31% | 0.36% | 553 | -2,645 | -9.82% | Q1 2026 | Apr 07, 2026 |
| Leverty Financial Group, LLC | History | Added to | 24,254 | 750 | 0.17% | 0.16% | 554 | +1,501 | 6.6% | Q1 2026 | Apr 09, 2026 |
| Hendershot Investments Inc. | History | Added to | 24,207 | 749 | 0.1% | 0.09% | 555 | +444 | 1.87% | Q1 2026 | Apr 27, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | No change | 24,180 | 748 | 0.27% | 0.26% | 556 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Asset One Wealth Management LLC | History | Added to | 22,198 | 747 | 0.08% | 0.09% | 557 | +1,405 | 6.76% | Q1 2026 | May 12, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 23,797 | 736 | 0.09% | 0.09% | 558 | -734 | -2.99% | Q1 2026 | May 07, 2026 |
| Nautilus Advisors LLC | History | Added to | 23,731 | 734 | 0.5% | 0.47% | 559 | +1 | 0.0% | Q1 2026 | Apr 17, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Added to | 23,558 | 729 | 0.34% | 0.32% | 560 | +171 | 0.73% | Q1 2026 | May 12, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 23,437 | 725 | 0.34% | 0.33% | 561 | +229 | 0.99% | Q1 2026 | Apr 24, 2026 |
| Bogart Wealth, LLC | History | Reduced | 23,361 | 723 | 0.03% | 0.04% | 562 | -7,896 | -25.26% | Q1 2026 | Apr 28, 2026 |
| Everest Financial Group LLC | History | Added to | 23,361 | 723 | 0.12% | 0.11% | 563 | +7,078 | 43.47% | Q1 2026 | May 15, 2026 |
| Modus Advisors, LLC | History | Reduced | 23,327 | 722 | 0.2% | 0.19% | 564 | -166 | -0.71% | Q1 2026 | May 04, 2026 |
| SageView Advisory Group, LLC | History | No change | 23,953 | 720 | 0.02% | 0.02% | 565 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Joule Financial, LLC | History | Reduced | 22,990 | 711 | 0.21% | 0.22% | 567 | -1,899 | -7.63% | Q1 2026 | Apr 14, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 22,981 | 711 | 0.09% | 0.09% | 566 | +16 | 0.07% | Q1 2026 | Apr 21, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 22,703 | 702 | 0.04% | 0.03% | 568 | -171 | -0.75% | Q1 2026 | Apr 28, 2026 |
| BROWN ADVISORY INC | History | Reduced | 22,595 | 699 | 0.0% | 0.0% | 569 | -103 | -0.45% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 22,374 | 692 | 0.0% | 0.0% | 570 | +1,074 | 5.04% | Q1 2026 | May 13, 2026 |
| GREENLEAF TRUST | History | Reduced | 22,293 | 690 | 0.01% | 0.01% | 571 | -300 | -1.33% | Q1 2026 | Apr 27, 2026 |
| Biltmore Family Office, LLC | History | No change | 22,005 | 681 | 0.1% | 0.09% | 572 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Strategic Equity Management | History | No change | 21,951 | 679 | 0.26% | 0.22% | 573 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | No change | 21,903 | 678 | 0.12% | 0.15% | 574 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Stokes Family Office, LLC | History | Reduced | 21,883 | 677 | 0.07% | 0.06% | 575 | -461 | -2.06% | Q1 2026 | May 11, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 21,844 | 676 | 0.1% | 0.12% | 576 | -23,502 | -51.83% | Q1 2026 | Apr 24, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Reduced | 21,790 | 674 | 0.45% | 0.43% | 577 | -200 | -0.91% | Q1 2026 | May 18, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 21,746 | 673 | 0.0% | 0.0% | 578 | -9,429 | -30.25% | Q1 2026 | May 05, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 21,671 | 670 | 0.02% | 0.02% | 579 | +4,436 | 25.74% | Q1 2026 | Apr 30, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 21,406 | 662 | 0.07% | 0.08% | 580 | -2,835 | -11.7% | Q1 2026 | Apr 15, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 21,409 | 662 | 0.06% | 0.06% | 581 | +998 | 4.89% | Q1 2026 | Apr 07, 2026 |
| TPG Advisors LLC | History | Added to | 21,350 | 661 | 0.41% | 0.39% | 582 | +440 | 2.1% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 21,239 | 657 | 0.01% | 0.0% | 583 | +271 | 1.29% | Q1 2026 | May 14, 2026 |
| Aspen Investment Management Inc | History | Reduced | 21,202 | 656 | 0.2% | 0.2% | 584 | -390 | -1.81% | Q1 2026 | Apr 15, 2026 |
| JBR Co Financial Management Inc | History | No change | 21,821 | 656 | 0.27% | 0.27% | 585 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 21,168 | 655 | 0.0% | 0.0% | 586 | -146 | -0.68% | Q1 2026 | May 05, 2026 |
| Cooksen Wealth, LLC | History | Reduced | 21,000 | 650 | 0.47% | 0.48% | 587 | -740 | -3.4% | Q1 2026 | Apr 30, 2026 |
| VICUS CAPITAL | History | Reduced | 20,841 | 645 | 0.05% | 0.05% | 588 | -94 | -0.45% | Q1 2026 | Apr 22, 2026 |
| RED REEF ADVISORS LLC | History | Added to | 20,569 | 636 | 0.67% | 0.6% | 590 | +989 | 5.05% | Q1 2026 | May 12, 2026 |
| PINKERTON WEALTH, LLC | History | No change | 21,166 | 636 | 0.06% | 0.07% | 589 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 20,517 | 635 | 0.03% | 0.03% | 591 | +16 | 0.08% | Q1 2026 | Apr 28, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 20,451 | 633 | 0.02% | 0.01% | 592 | +36 | 0.18% | Q1 2026 | Apr 21, 2026 |
| Arkos Global Advisors | History | Reduced | 20,396 | 631 | 0.08% | 0.08% | 593 | -410 | -1.97% | Q1 2026 | May 13, 2026 |
| CMH Wealth Management LLC | History | New | 20,115 | 622 | 0.11% | — | 595 | +20,115 | New | Q1 2026 | Apr 13, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 22,890 | 622 | 0.12% | 0.05% | 594 | +11,764 | 105.73% | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 20,053 | 620 | 0.01% | 0.01% | 596 | +845 | 4.4% | Q1 2026 | May 12, 2026 |
| Caprock Group, LLC | History | Reduced | 19,964 | 618 | 0.02% | 0.01% | 597 | -1,603 | -7.43% | Q1 2026 | May 11, 2026 |
| Harfst & Associates, Inc. | History | Reduced | 19,966 | 618 | 0.11% | 0.11% | 598 | -1,175 | -5.56% | Q1 2026 | May 12, 2026 |
| GeoWealth Management, LLC | History | New | 19,937 | 617 | 0.02% | — | 599 | +19,937 | New | Q1 2026 | May 13, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 19,921 | 616 | 0.22% | 0.28% | 600 | -6,510 | -24.63% | Q1 2026 | May 06, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Reduced | 19,849 | 614 | 0.25% | 0.24% | 601 | -522 | -2.56% | Q1 2026 | May 07, 2026 |
| KPP Advisory Services LLC | History | Reduced | 19,556 | 605 | 0.09% | 0.09% | 602 | -464 | -2.32% | Q1 2026 | Apr 24, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 17,912 | 604 | 0.13% | 0.14% | 605 | -2,922 | -14.03% | Q1 2026 | May 04, 2026 |
| Creegan & Nassoura Financial Group, LLC | History | No change | 20,115 | 604 | 0.39% | 0.39% | 603 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tranquility Partners, LLC | History | No change | 19,522 | 604 | 0.23% | 0.21% | 604 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 19,500 | 603 | 0.0% | — | 606 | +19,500 | New | Q1 2026 | May 14, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 20,004 | 601 | 0.05% | 0.05% | 607 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 19,408 | 600 | 0.3% | 0.25% | 609 | +3,009 | 18.35% | Q1 2026 | Apr 17, 2026 |
| Diligent Investors, LLC | History | No change | 19,411 | 600 | 0.15% | 0.14% | 608 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Midwest Trust Co | History | No change | 19,304 | 597 | 0.01% | 0.01% | 610 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | No change | 19,217 | 594 | 0.19% | 0.17% | 611 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Mutual Advisors, LLC | History | Reduced | 19,164 | 593 | 0.01% | 0.02% | 612 | -11,974 | -38.45% | Q1 2026 | May 01, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Reduced | 19,012 | 588 | 0.12% | 0.14% | 613 | -4,861 | -20.36% | Q1 2026 | Apr 20, 2026 |
| Stordahl Capital Management, Inc. | History | No change | 19,007 | 588 | 0.12% | 0.12% | 614 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ASSET PLANNING SERVICES INC /LA/ /ADV | History | Added to | 18,946 | 587 | 0.26% | 0.25% | 615 | +85 | 0.45% | Q1 2026 | Apr 21, 2026 |
| LifePlan Financial, LLC | History | Reduced | 18,946 | 586 | 0.43% | 0.46% | 616 | -1,234 | -6.11% | Q1 2026 | Apr 14, 2026 |
| Haverford Trust Co | History | Reduced | 18,795 | 581 | 0.01% | 0.01% | 617 | -675 | -3.47% | Q1 2026 | May 11, 2026 |
| Smart Portfolios, LLC | History | Reduced | 18,760 | 580 | 0.58% | 0.56% | 618 | -75 | -0.4% | Q1 2026 | May 01, 2026 |
| WLTH Capital Management, LLC | History | Reduced | 18,751 | 580 | 0.45% | 0.47% | 619 | -2 | -0.01% | Q1 2026 | Apr 10, 2026 |
| Ruggaard & Associates LLC | History | No change | 19,211 | 577 | 0.23% | 0.23% | 620 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 18,533 | 573 | 0.01% | 0.01% | 621 | -709 | -3.68% | Q1 2026 | May 13, 2026 |
| Vestment Financial LLC | History | Reduced | 16,841 | 571 | 0.27% | 0.29% | 622 | -1,063 | -5.94% | Q1 2026 | May 01, 2026 |
| Twele Capital Management, Inc. | History | Reduced | 18,318 | 567 | 0.1% | 0.1% | 623 | -295 | -1.58% | Q1 2026 | Apr 07, 2026 |
| Pachira Investments Inc. | History | Added to | 18,336 | 567 | 0.26% | 0.27% | 624 | +46 | 0.25% | Q1 2026 | Apr 27, 2026 |
| Park Capital Management, LLC / WI | History | Added to | 18,087 | 559 | 0.54% | 0.38% | 625 | +561 | 3.2% | Q1 2026 | Apr 15, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 18,023 | 558 | 0.05% | 0.05% | 626 | +604 | 3.47% | Q1 2026 | Apr 13, 2026 |
| Mirador Capital Partners LP | History | Added to | 17,678 | 547 | 0.08% | 0.07% | 627 | +1,025 | 6.16% | Q1 2026 | Apr 08, 2026 |
| Mendel Capital Management LLC | History | New | 17,538 | 542 | 0.27% | — | 628 | +17,538 | New | Q1 2026 | Apr 21, 2026 |
| Flavin Financial Services, Inc. | History | Added to | 17,485 | 541 | 0.36% | 0.33% | 629 | +1,374 | 8.53% | Q1 2026 | May 07, 2026 |
| Parkshore Wealth Management, Inc. | History | Reduced | 17,260 | 534 | 0.18% | 0.22% | 630 | -1,992 | -10.35% | Q1 2026 | May 13, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 16,020 | 533 | 0.16% | 0.13% | 631 | +2,888 | 21.99% | Q1 2026 | Apr 30, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 17,186 | 532 | 0.02% | 0.02% | 632 | +786 | 4.79% | Q1 2026 | May 14, 2026 |
| Heritage Trust Co | History | No change | 17,100 | 529 | 0.05% | 0.05% | 633 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Financial Concepts Unlimited, Inc. | History | New | 16,961 | 525 | 0.47% | — | 635 | +16,961 | New | Q1 2026 | May 05, 2026 |
| Continuum Advisory, LLC | History | Added to | 16,968 | 525 | 0.05% | 0.05% | 634 | +503 | 3.05% | Q1 2026 | Apr 22, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 16,902 | 523 | 0.45% | 0.44% | 636 | +9 | 0.05% | Q1 2026 | May 07, 2026 |
| PFG Investments, LLC | History | Reduced | 16,873 | 522 | 0.02% | 0.03% | 637 | -3,912 | -18.82% | Q1 2026 | Apr 27, 2026 |
| CWC Advisors, LLC. | History | Reduced | 16,838 | 521 | 0.25% | 0.27% | 638 | -1,582 | -8.59% | Q1 2026 | Apr 16, 2026 |
| MADDEN SECURITIES Corp | History | Reduced | 16,846 | 521 | 0.16% | 0.16% | 639 | -219 | -1.28% | Q1 2026 | May 05, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 16,854 | 521 | 0.24% | 0.22% | 640 | -132 | -0.78% | Q1 2026 | Apr 14, 2026 |
| Front Row Advisors LLC | History | No change | 16,684 | 516 | 0.17% | 0.17% | 641 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| International Private Wealth Advisors LLC | History | No change | 16,662 | 515 | 0.32% | 0.32% | 642 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 16,485 | 510 | 0.17% | 0.16% | 643 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 16,422 | 508 | 0.21% | 0.2% | 644 | +41 | 0.25% | Q1 2026 | Apr 22, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 16,264 | 503 | 0.05% | 0.05% | 645 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 16,123 | 499 | 0.15% | 0.15% | 646 | -399 | -2.41% | Q1 2026 | Apr 22, 2026 |
| GDS Wealth Management | History | New | 16,006 | 495 | 0.03% | — | 647 | +16,006 | New | Q1 2026 | Apr 27, 2026 |
| Essential Partners LLC | History | Added to | 15,648 | 484 | 0.16% | 0.14% | 648 | +29 | 0.19% | Q1 2026 | May 21, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Reduced | 13,815 | 481 | 0.45% | 0.56% | 649 | -49 | -0.35% | Q1 2026 | May 15, 2026 |
| HighPoint Advisor Group LLC | History | New | 15,406 | 476 | 0.02% | — | 650 | +15,406 | New | Q1 2026 | May 14, 2026 |
| Millennium Capital Advisors, LLC | History | No change | 15,219 | 471 | 0.29% | 0.27% | 651 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| World Investment Advisors | History | Reduced | 15,212 | 470 | 0.01% | 0.01% | 652 | -51 | -0.33% | Q1 2026 | Apr 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 15,106 | 467 | 0.04% | 0.04% | 653 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| AMARA FINANCIAL, LLC. | History | New | 14,999 | 464 | 0.32% | — | 655 | +14,999 | New | Q1 2026 | May 07, 2026 |
| BANTAMAC CAPITAL, LLC | History | No change | 15,000 | 464 | 0.25% | 0.22% | 654 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 14,909 | 461 | 0.06% | 0.05% | 656 | -126 | -0.84% | Q1 2026 | May 05, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 14,881 | 460 | 0.01% | 0.01% | 657 | +29 | 0.2% | Q1 2026 | May 15, 2026 |
| Whelan Financial | History | Reduced | 14,639 | 453 | 0.14% | 0.14% | 658 | -341 | -2.28% | Q1 2026 | Apr 24, 2026 |
| Plancorp, LLC | History | Added to | 13,949 | 451 | 0.01% | 0.01% | 659 | +5 | 0.04% | Q1 2026 | Apr 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 14,476 | 448 | 0.0% | 0.0% | 662 | +2,908 | 25.14% | Q1 2026 | Apr 20, 2026 |
| COMERICA BANK | History | No change | 14,907 | 448 | 0.0% | 0.0% | 660 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Liberty Capital Management, Inc. | History | No change | 14,900 | 448 | 0.08% | 0.08% | 661 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 14,297 | 442 | 0.01% | 0.01% | 663 | +105 | 0.74% | Q1 2026 | Apr 20, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 14,159 | 438 | 0.03% | 0.02% | 664 | +808 | 6.05% | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 14,118 | 437 | 0.0% | 0.0% | 665 | +1,737 | 14.03% | Q1 2026 | May 13, 2026 |
| ASPIRIANT, LLC | History | No change | 14,067 | 435 | 0.01% | 0.01% | 666 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 13,943 | 431 | 0.02% | 0.02% | 667 | -1,054 | -7.03% | Q1 2026 | Apr 09, 2026 |
| Spire Wealth Management | History | Reduced | 13,912 | 430 | 0.01% | 0.02% | 668 | -3,146 | -18.44% | Q1 2026 | Apr 22, 2026 |
| Berger Financial Group, Inc | History | Reduced | 13,881 | 429 | 0.02% | 0.03% | 669 | -1,923 | -12.17% | Q1 2026 | Apr 28, 2026 |
| D.B. Root & Company, LLC | History | Added to | 13,841 | 428 | 0.1% | 0.08% | 670 | +3,569 | 34.74% | Q1 2026 | May 12, 2026 |
| VestGen Advisors, LLC | History | Added to | 12,310 | 424 | 0.01% | 0.02% | 671 | +354 | 2.96% | Q1 2026 | May 14, 2026 |
| Aspire Capital Advisors LLC | History | Reduced | 13,665 | 423 | 0.1% | 0.1% | 672 | -300 | -2.15% | Q1 2026 | Apr 22, 2026 |
| WASHINGTON TRUST Co | History | New | 13,520 | 418 | 0.01% | — | 673 | +13,520 | New | Q1 2026 | Apr 06, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 13,378 | 414 | 0.23% | 0.23% | 674 | -461 | -3.33% | Q1 2026 | Apr 21, 2026 |
| Falcon Wealth Planning | History | Added to | 13,284 | 411 | 0.03% | 0.03% | 675 | +120 | 0.91% | Q1 2026 | Apr 20, 2026 |
| JANE STREET GROUP, LLC | History | New | 13,040 | 403 | 0.0% | — | 678 | +13,040 | New | Q1 2026 | May 12, 2026 |
| Balance Wealth, LLC | History | Reduced | 13,034 | 403 | 0.13% | 0.13% | 677 | -168 | -1.27% | Q1 2026 | Apr 20, 2026 |
| Goldstein Advisors, LLC | History | No change | 13,043 | 403 | 0.04% | 0.04% | 676 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 13,003 | 402 | 0.0% | 0.0% | 679 | +1,634 | 14.37% | Q1 2026 | May 13, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | Added to | 12,957 | 401 | 0.26% | 0.24% | 680 | +226 | 1.78% | Q1 2026 | May 07, 2026 |
| Opus Financial Solutions LLC | History | No change | 12,920 | 400 | 0.38% | 0.37% | 681 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Firestone Capital Management | History | Added to | 12,907 | 399 | 0.08% | 0.08% | 682 | +22 | 0.17% | Q1 2026 | May 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 12,783 | 395 | 0.03% | 0.4% | 683 | -184,010 | -93.5% | Q1 2026 | Apr 20, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 12,760 | 395 | 0.14% | 0.23% | 684 | -2,394 | -15.8% | Q1 2026 | May 12, 2026 |
| AG Campbell Advisory, LLC | History | No change | 13,162 | 395 | 0.25% | 0.25% | 685 | 0 | 0.0% | Q4 2025 | Mar 11, 2026 |
| Kagan Cocozza Asset Management | History | New | 12,732 | 394 | 0.28% | — | 686 | +12,732 | New | Q1 2026 | Apr 23, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 12,653 | 391 | 0.08% | 0.08% | 687 | -832 | -6.17% | Q1 2026 | May 08, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Added to | 12,647 | 391 | 0.21% | 0.21% | 688 | +17 | 0.13% | Q1 2026 | Apr 09, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 12,597 | 389 | 0.03% | 0.02% | 690 | +1,425 | 12.76% | Q1 2026 | May 14, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | Added to | 12,573 | 389 | 0.07% | 0.07% | 689 | +142 | 1.14% | Q1 2026 | May 11, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 12,409 | 384 | 0.0% | — | 693 | +12,409 | New | Q1 2026 | May 15, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 12,415 | 384 | 0.16% | 0.17% | 691 | -816 | -6.17% | Q1 2026 | Apr 21, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 12,414 | 384 | 0.05% | 0.05% | 692 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NWF Advisory Services Inc. | History | Added to | 12,370 | 382 | 0.04% | 0.04% | 696 | +1,175 | 10.5% | Q1 2026 | May 04, 2026 |
| Kaizen Financial Strategies | History | Added to | 11,510 | 382 | 0.16% | 0.15% | 695 | +29 | 0.25% | Q1 2026 | May 01, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 12,364 | 382 | 0.02% | 0.02% | 694 | -1 | -0.01% | Q1 2026 | Apr 15, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 12,336 | 381 | 0.0% | 0.0% | 697 | -255 | -2.03% | Q1 2026 | May 13, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Added to | 12,293 | 380 | 0.07% | 0.08% | 698 | +559 | 4.76% | Q1 2026 | Apr 28, 2026 |
| SVRN Asset Management, LLC | History | No change | 12,279 | 380 | 0.37% | 0.3% | 699 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 12,272 | 379 | 0.03% | 0.03% | 700 | -248 | -1.98% | Q1 2026 | Apr 17, 2026 |
| Enclave Advisors LLC | History | No change | 12,177 | 377 | 0.05% | 0.05% | 701 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 12,164 | 376 | 0.2% | 0.19% | 702 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| RBA Wealth Management, LLC | History | Reduced | 12,134 | 375 | 0.14% | 0.14% | 703 | -1,737 | -12.52% | Q1 2026 | Apr 22, 2026 |
| TSG Advice Partners, LLC | History | Reduced | 12,096 | 374 | 0.06% | 0.06% | 704 | -14 | -0.12% | Q1 2026 | Apr 24, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 12,032 | 372 | 0.25% | 0.23% | 705 | +28 | 0.23% | Q1 2026 | Apr 21, 2026 |
| Raub Brock Capital Management LP | History | Added to | 11,997 | 371 | 0.09% | 0.08% | 706 | +30 | 0.25% | Q1 2026 | Apr 15, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 11,973 | 370 | 0.26% | 0.34% | 709 | -4,764 | -28.46% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 11,974 | 370 | 0.01% | 0.01% | 708 | -1,275 | -9.62% | Q1 2026 | May 15, 2026 |
| Busey Bank | History | No change | 11,952 | 370 | 0.01% | 0.01% | 707 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CIBC Bancorp USA Inc. | History | New | 11,890 | 368 | 0.0% | — | 710 | +11,890 | New | Q1 2026 | May 12, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 11,845 | 366 | 0.06% | 0.06% | 711 | -150 | -1.25% | Q1 2026 | Apr 21, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 11,735 | 363 | 0.04% | 0.04% | 712 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 11,737 | 363 | 0.07% | 0.07% | 713 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Oakwell Private Wealth Management, LLC | History | Reduced | 11,655 | 360 | 0.06% | 0.1% | 714 | -6,408 | -35.48% | Q1 2026 | May 01, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 11,634 | 360 | 0.12% | 0.12% | 715 | -3,815 | -24.69% | Q1 2026 | Apr 15, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 12,000 | 359 | 0.01% | 0.01% | 716 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 11,538 | 357 | 0.08% | 0.07% | 717 | +4 | 0.03% | Q1 2026 | May 13, 2026 |
| American Financial Advisors, LLC | History | Added to | 11,364 | 351 | 0.05% | 0.04% | 719 | +291 | 2.63% | Q1 2026 | May 13, 2026 |
| Clarity Wealth Advisors, LLC | History | No change | 11,348 | 351 | 0.07% | 0.07% | 718 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 11,323 | 350 | 0.0% | 0.0% | 720 | -407 | -3.47% | Q1 2026 | Apr 20, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 11,266 | 348 | 0.1% | 0.11% | 721 | -180 | -1.57% | Q1 2026 | Apr 09, 2026 |
| Bison Wealth, LLC | History | New | 10,013 | 345 | 0.03% | — | 724 | +10,013 | New | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 11,160 | 345 | 0.0% | 0.0% | 722 | -3,634 | -24.56% | Q1 2026 | May 14, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 11,173 | 345 | 0.18% | 0.18% | 723 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 11,090 | 343 | 0.02% | 0.02% | 725 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Keystone Financial Services, LLC | History | Added to | 11,066 | 342 | 0.23% | 0.23% | 726 | +13 | 0.12% | Q1 2026 | Apr 21, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 11,179 | 336 | 0.0% | 0.0% | 727 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 10,281 | 333 | 0.06% | 0.07% | 728 | -1,244 | -10.79% | Q1 2026 | Apr 09, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | New | 10,744 | 332 | 0.2% | — | 729 | +10,744 | New | Q1 2026 | May 13, 2026 |
| Berkeley, Inc | History | Reduced | 10,636 | 329 | 0.11% | 0.1% | 730 | -339 | -3.09% | Q1 2026 | Apr 24, 2026 |
| Altus Wealth Group LLC | History | Reduced | 10,588 | 327 | 0.13% | 0.13% | 731 | -177 | -1.64% | Q1 2026 | Apr 27, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 10,557 | 326 | 0.08% | 0.07% | 732 | -228 | -2.11% | Q1 2026 | May 08, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 10,495 | 324 | 0.04% | 0.04% | 733 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 10,380 | 321 | 0.05% | 0.05% | 734 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 10,308 | 319 | 0.01% | 0.01% | 735 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 10,257 | 317 | 0.03% | 0.04% | 736 | -1,044 | -9.24% | Q1 2026 | May 12, 2026 |
| Guardian Wealth Advisors, LLC | History | Reduced | 10,184 | 315 | 0.18% | 0.19% | 738 | -1,124 | -9.94% | Q1 2026 | May 01, 2026 |
| Next Capital Management LLC | History | Added to | 10,176 | 315 | 0.1% | 0.1% | 737 | +7 | 0.07% | Q1 2026 | May 07, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 10,080 | 312 | 0.01% | 0.01% | 739 | -515 | -4.86% | Q1 2026 | May 15, 2026 |
| XY Planning Network, Inc. | History | Reduced | 9,885 | 308 | 0.05% | 0.05% | 740 | -18 | -0.18% | Q1 2026 | Apr 14, 2026 |
| Global Assets Advisory, LLC | History | New | 9,981 | 306 | 0.09% | — | 743 | +9,981 | New | Q1 2026 | May 01, 2026 |
| Advisor OS, LLC | History | Reduced | 9,910 | 306 | 0.02% | 0.02% | 742 | -251 | -2.47% | Q1 2026 | May 07, 2026 |
| Colonial Trust Advisors | History | No change | 9,910 | 306 | 0.02% | 0.02% | 741 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Added to | 9,849 | 304 | 0.02% | 0.01% | 744 | +2,970 | 43.17% | Q1 2026 | May 13, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 9,801 | 303 | 0.01% | 0.01% | 746 | +1 | 0.01% | Q1 2026 | May 06, 2026 |
| Ascension Capital Advisors, Inc. | History | No change | 9,810 | 303 | 0.1% | 0.1% | 745 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hamilton Capital, LLC | History | Reduced | 9,768 | 302 | 0.02% | 0.01% | 747 | -123 | -1.24% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | New | 9,750 | 301 | 0.0% | — | 748 | +9,750 | New | Q1 2026 | May 14, 2026 |
| Everstar Asset Management, LLC | History | No change | 9,654 | 298 | 0.16% | 0.16% | 749 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Caldwell Trust Co | History | No change | 9,645 | 298 | 0.03% | 0.03% | 750 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Old Port Advisors | History | Reduced | 9,576 | 296 | 0.07% | 0.07% | 751 | -44 | -0.46% | Q1 2026 | Apr 06, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | New | 9,559 | 295 | 0.16% | — | 753 | +9,559 | New | Q1 2026 | May 12, 2026 |
| Apeiron RIA LLC | History | No change | 9,538 | 295 | 0.07% | 0.06% | 752 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Added to | 9,480 | 293 | 0.01% | 0.01% | 754 | +6 | 0.06% | Q1 2026 | May 06, 2026 |
| Diversified Trust Co | History | No change | 9,481 | 293 | 0.01% | 0.01% | 755 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Reduced | 9,459 | 292 | 0.04% | 0.04% | 756 | -266 | -2.74% | Q1 2026 | Apr 29, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 9,418 | 291 | 0.0% | — | 757 | +9,418 | New | Q1 2026 | May 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 9,339 | 289 | 0.02% | 0.02% | 758 | -351 | -3.62% | Q1 2026 | May 05, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 9,342 | 289 | 0.07% | 0.07% | 759 | +6 | 0.06% | Q1 2026 | May 01, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | No change | 9,331 | 288 | 0.11% | 0.11% | 760 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| AWM CAPITAL, LLC | History | Added to | 9,270 | 287 | 0.03% | 0.03% | 761 | +4 | 0.04% | Q1 2026 | May 12, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 9,282 | 287 | 0.04% | 0.04% | 762 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 9,264 | 286 | 0.02% | 0.02% | 763 | -43 | -0.46% | Q1 2026 | Apr 27, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 9,225 | 285 | 0.0% | 0.01% | 764 | -8,065 | -46.65% | Q1 2026 | May 04, 2026 |
| BECK MACK & OLIVER LLC | History | No change | 9,167 | 283 | 0.01% | 0.0% | 765 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 9,095 | 281 | 0.05% | 0.03% | 768 | +2,402 | 35.89% | Q1 2026 | Apr 28, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 9,078 | 281 | 0.0% | 0.0% | 766 | -1,221 | -11.86% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Reduced | 9,102 | 281 | 0.01% | 0.01% | 767 | -504 | -5.25% | Q1 2026 | May 15, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 9,055 | 280 | 0.02% | 0.08% | 769 | -24,248 | -72.81% | Q1 2026 | Apr 17, 2026 |
| Empower Advisory Group, LLC | History | Added to | 9,029 | 279 | 0.0% | 0.0% | 770 | +1,601 | 21.55% | Q1 2026 | May 14, 2026 |
| FCA CORP /TX | History | Reduced | 8,963 | 277 | 0.08% | 0.08% | 771 | -442 | -4.7% | Q1 2026 | May 14, 2026 |
| XXI WEALTH, LLC | History | No change | 8,916 | 276 | 0.16% | 0.16% | 772 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Meriwether Wealth & Planning, LLC | History | Added to | 8,872 | 274 | 0.15% | 0.15% | 774 | +282 | 3.28% | Q1 2026 | Apr 09, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 8,835 | 274 | 0.01% | 0.01% | 773 | -6 | -0.07% | Q1 2026 | May 18, 2026 |
| RMG Wealth Management LLC | History | Added to | 7,843 | 273 | 0.03% | 0.01% | 775 | +4,474 | 132.8% | Q1 2026 | May 14, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 8,828 | 273 | 0.13% | 0.13% | 776 | +22 | 0.25% | Q1 2026 | Apr 09, 2026 |
| Sherman Asset Management, Inc. | History | No change | 8,784 | 271 | 0.25% | 0.22% | 777 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Tandem Investment Partners LLC | History | Added to | 8,703 | 269 | 0.23% | 0.21% | 778 | +478 | 5.81% | Q1 2026 | May 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 8,676 | 268 | 0.01% | 0.01% | 779 | -273 | -3.05% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 8,677 | 268 | 0.01% | 0.01% | 780 | -1 | -0.01% | Q1 2026 | May 14, 2026 |
| HEADINVEST, LLC | History | Reduced | 8,634 | 267 | 0.05% | 0.05% | 781 | -552 | -6.01% | Q1 2026 | May 15, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 7,903 | 266 | 0.04% | 0.04% | 782 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Robbins Farley | History | Added to | 8,535 | 264 | 0.12% | 0.11% | 783 | +600 | 7.56% | Q1 2026 | Apr 17, 2026 |
| American Trust | History | Added to | 8,514 | 263 | 0.02% | 0.02% | 784 | +764 | 9.86% | Q1 2026 | May 01, 2026 |
| Directional Asset Management | History | Added to | 8,498 | 263 | 0.24% | 0.22% | 786 | +79 | 0.94% | Q1 2026 | Apr 27, 2026 |
| Clayton Financial Group LLC | History | Added to | 8,526 | 263 | 0.14% | 0.13% | 785 | +20 | 0.24% | Q1 2026 | Apr 13, 2026 |
| Triton Wealth Management, PLLC | History | Reduced | 8,352 | 262 | 0.1% | 0.12% | 787 | -1,829 | -17.96% | Q1 2026 | May 01, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 8,303 | 257 | 0.02% | 0.02% | 788 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 8,175 | 253 | 0.06% | 0.06% | 789 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 8,068 | 249 | 0.0% | 0.0% | 790 | +19 | 0.24% | Q1 2026 | May 14, 2026 |
| Avion Wealth | History | No change | 8,046 | 249 | 0.05% | 0.05% | 791 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SLT Holdings LLC | History | Reduced | 8,000 | 247 | 0.17% | 0.21% | 795 | -2,835 | -26.17% | Q1 2026 | Apr 21, 2026 |
| BIP Wealth, LLC | History | Reduced | 7,992 | 247 | 0.01% | 0.01% | 794 | -1,061 | -11.72% | Q1 2026 | Apr 27, 2026 |
| Barnett & Company, Inc. | History | Reduced | 8,004 | 247 | 0.19% | 0.2% | 793 | -379 | -4.52% | Q1 2026 | Apr 30, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 7,980 | 247 | 0.0% | 0.0% | 792 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 7,884 | 244 | 0.12% | 0.12% | 796 | -154 | -1.92% | Q1 2026 | May 05, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 7,909 | 244 | 0.01% | 0.01% | 799 | +17 | 0.22% | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 7,893 | 244 | 0.01% | 0.01% | 797 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Family Manage LLC | History | No change | 7,896 | 244 | 0.03% | 0.03% | 798 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MOR Wealth Management, LLC | History | Added to | 7,857 | 243 | 0.11% | 0.1% | 802 | +351 | 4.68% | Q1 2026 | Apr 24, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 7,844 | 243 | 0.02% | 0.02% | 800 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| One Day In July LLC | History | No change | 7,875 | 243 | 0.02% | 0.02% | 801 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Balboa Wealth Partners | History | New | 7,840 | 242 | 0.04% | — | 804 | +7,840 | New | Q1 2026 | Apr 16, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 8,064 | 242 | 0.01% | 0.01% | 803 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 7,756 | 240 | 0.04% | 0.17% | 805 | -26,580 | -77.41% | Q1 2026 | Apr 22, 2026 |
| Heirloom Wealth Management | History | No change | 7,748 | 239 | 0.04% | 0.05% | 806 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 7,694 | 238 | 0.0% | 0.0% | 807 | +3 | 0.04% | Q1 2026 | Apr 28, 2026 |
| LCNB CORP | History | No change | 7,680 | 237 | 0.08% | 0.08% | 808 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sun Financial Inc | History | Reduced | 6,828 | 235 | 0.12% | 0.12% | 810 | -80 | -1.16% | Q1 2026 | May 15, 2026 |
| Moors & Cabot, Inc. | History | Added to | 7,621 | 235 | 0.01% | 0.01% | 809 | +1 | 0.01% | Q1 2026 | May 08, 2026 |
| MOTCO | History | Reduced | 7,528 | 233 | 0.02% | 0.03% | 811 | -4,017 | -34.79% | Q1 2026 | Apr 22, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 7,555 | 233 | 0.01% | 0.01% | 812 | +116 | 1.56% | Q1 2026 | Apr 30, 2026 |
| Osprey Private Wealth LLC | History | No change | 7,503 | 232 | 0.07% | 0.06% | 813 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 7,125 | 231 | 0.04% | 0.03% | 814 | +18 | 0.25% | Q1 2026 | Apr 16, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 7,445 | 230 | 0.09% | 0.05% | 815 | +3,026 | 68.48% | Q1 2026 | May 01, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 7,420 | 229 | 0.0% | 0.0% | 816 | +160 | 2.2% | Q1 2026 | Apr 24, 2026 |
| Forum Financial Management, LP | History | Added to | 7,411 | 229 | 0.0% | 0.0% | 818 | +15 | 0.2% | Q1 2026 | Apr 23, 2026 |
| Charles Schwab Trust Co | History | No change | 7,428 | 229 | 0.01% | 0.01% | 817 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | New | 7,365 | 228 | 0.08% | — | 819 | +7,365 | New | Q1 2026 | Apr 14, 2026 |
| PETERSON WEALTH MANAGEMENT | History | Added to | 7,338 | 227 | 0.13% | 0.16% | 820 | +18 | 0.25% | Q1 2026 | May 15, 2026 |
| Evercore Wealth Management, LLC | History | No change | 7,317 | 226 | 0.0% | 0.0% | 821 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Human Investing LLC | History | Added to | 7,216 | 223 | 0.03% | 0.03% | 822 | +320 | 4.64% | Q1 2026 | May 07, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 7,184 | 222 | 0.03% | 0.03% | 824 | -771 | -9.69% | Q1 2026 | Apr 21, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | Reduced | 7,192 | 222 | 0.04% | 0.05% | 823 | -722 | -9.12% | Q1 2026 | Apr 28, 2026 |
| Aull & Monroe Investment Management Corp | History | Added to | 7,163 | 221 | 0.1% | 0.11% | 825 | +110 | 1.56% | Q1 2026 | Apr 21, 2026 |
| Financial Designs Corp | History | New | 7,116 | 220 | 0.12% | — | 826 | +7,116 | New | Q1 2026 | Apr 16, 2026 |
| Revisor Wealth Management LLC | History | Added to | 7,080 | 219 | 0.06% | 0.06% | 828 | +438 | 6.59% | Q1 2026 | Apr 27, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | History | Added to | 7,097 | 219 | 0.14% | 0.13% | 827 | +211 | 3.06% | Q1 2026 | May 11, 2026 |
| Topsail Wealth Management, LLC | History | No change | 7,079 | 219 | 0.03% | 0.03% | 829 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 7,104 | 219 | 0.1% | 0.09% | 830 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Legacy Financial Strategies, LLC | History | Added to | 7,021 | 217 | 0.04% | 0.04% | 831 | +321 | 4.79% | Q1 2026 | Apr 30, 2026 |
| HT Partners LLC | History | Reduced | 6,993 | 216 | 0.07% | 0.06% | 832 | -12 | -0.17% | Q1 2026 | Apr 10, 2026 |
| HARTLINE INVESTMENT CORP/ | History | Reduced | 6,958 | 215 | 0.02% | 0.02% | 833 | -2 | -0.03% | Q1 2026 | Apr 28, 2026 |
| Rock Point Advisors, LLC | History | Reduced | 6,923 | 214 | 0.06% | 0.05% | 834 | -80 | -1.14% | Q1 2026 | May 14, 2026 |
| SouthState Bank Corp | History | Added to | 6,900 | 213 | 0.01% | 0.01% | 835 | +318 | 4.83% | Q1 2026 | May 05, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 6,881 | 213 | 0.03% | 0.03% | 836 | +7 | 0.1% | Q1 2026 | Apr 23, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 6,852 | 212 | 0.0% | 0.0% | 837 | +28 | 0.41% | Q1 2026 | Apr 23, 2026 |
| Glaxis Capital Management, LLC | History | No change | 6,864 | 212 | 0.27% | 0.35% | 838 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 6,873 | 212 | 0.14% | 0.14% | 839 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Pitcairn Wealth Advisors LLC | History | Reduced | 7,027 | 211 | 0.02% | 0.02% | 841 | -1 | -0.01% | Q1 2026 | May 13, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 6,843 | 211 | 0.0% | 0.0% | 840 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 6,782 | 209 | 0.01% | 0.01% | 842 | +7 | 0.1% | Q1 2026 | Apr 22, 2026 |
| Procyon Advisors, LLC | History | No change | 6,773 | 209 | 0.01% | 0.01% | 843 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WINNOW WEALTH LLC | History | Added to | 6,726 | 208 | 0.16% | 0.0% | 844 | +6,518 | 3133.65% | Q1 2026 | May 19, 2026 |
| Gambit Capital Management, LLC | History | Reduced | 6,690 | 207 | 0.14% | 0.7% | 845 | -26,041 | -79.56% | Q1 2026 | May 14, 2026 |
| Fortis Group Advisors, LLC | History | New | 6,100 | 207 | 0.03% | — | 846 | +6,100 | New | Q1 2026 | May 08, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 6,630 | 205 | 0.02% | — | 849 | +6,630 | New | Q1 2026 | Apr 08, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 6,643 | 205 | 0.01% | 0.01% | 848 | -34 | -0.51% | Q1 2026 | Apr 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 6,642 | 205 | 0.01% | 0.01% | 847 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CJM Wealth Advisers, Ltd. | History | New | 6,618 | 204 | 0.06% | — | 850 | +6,618 | New | Q1 2026 | Apr 13, 2026 |
| Inman Jager Wealth Management, LLC | History | New | 6,577 | 203 | 0.12% | — | 851 | +6,577 | New | Q1 2026 | Apr 23, 2026 |
| Walkner Condon Financial Advisors LLC | History | New | 6,554 | 202 | 0.03% | — | 852 | +6,554 | New | Q1 2026 | Apr 28, 2026 |
| TruNorth Capital Management, LLC | History | New | 6,513 | 201 | 0.04% | — | 853 | +6,513 | New | Q1 2026 | Apr 22, 2026 |
| TECTONIC ADVISORS LLC | History | New | 6,494 | 201 | 0.01% | — | 854 | +6,494 | New | Q1 2026 | Apr 17, 2026 |
| Portus Wealth Advisors, LLC | History | Reduced | 6,418 | 198 | 0.19% | 0.23% | 855 | -1,809 | -21.99% | Q1 2026 | Apr 22, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 6,391 | 197 | 0.01% | 0.73% | 856 | -323,620 | -98.06% | Q1 2026 | May 04, 2026 |
| CoreCap Advisors, LLC | History | Added to | 6,423 | 197 | 0.01% | 0.01% | 857 | +750 | 13.22% | Q1 2026 | Apr 07, 2026 |
| Pflug Koory, LLC | History | Added to | 6,210 | 192 | 0.09% | 0.09% | 858 | +14 | 0.23% | Q1 2026 | Apr 21, 2026 |
| BALLAST ADVISORS LLC | History | Reduced | 6,124 | 190 | 0.06% | 0.06% | 859 | -553 | -8.28% | Q1 2026 | May 12, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 5,968 | 184 | 0.05% | 0.08% | 860 | -4,363 | -42.23% | Q1 2026 | Apr 03, 2026 |
| Capital Analysts, LLC | History | No change | 5,640 | 176 | 0.0% | 0.0% | 861 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SHP Wealth Management | History | Added to | 5,601 | 173 | 0.01% | 0.01% | 862 | +10 | 0.18% | Q1 2026 | May 08, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 5,426 | 167 | 0.03% | 0.03% | 863 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| VANGUARD ADVISERS INC | History | New | 5,271 | 163 | 0.0% | — | 864 | +5,271 | New | Q1 2026 | May 08, 2026 |
| Fairman Group, LLC | History | Added to | 5,181 | 160 | 0.14% | 0.12% | 865 | +244 | 4.94% | Q1 2026 | Apr 23, 2026 |
| NWK Group, Inc. | History | Added to | 5,137 | 159 | 0.06% | 0.05% | 866 | +185 | 3.74% | Q1 2026 | May 07, 2026 |
| Bank of New Hampshire | History | No change | 5,115 | 158 | 0.04% | 0.03% | 867 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Key FInancial Inc | History | No change | 5,077 | 157 | 0.03% | 0.03% | 868 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Asset Dedication, LLC | History | No change | 4,971 | 149 | 0.01% | 0.01% | 869 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Davis Capital Management | History | Reduced | 4,614 | 142 | 0.1% | 0.1% | 870 | -240 | -4.94% | Q1 2026 | Apr 16, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 4,593 | 142 | 0.02% | 0.02% | 871 | -4 | -0.09% | Q1 2026 | May 06, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 4,718 | 141 | 0.0% | 0.0% | 872 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Johnson Financial Group, Inc. | History | No change | 4,434 | 137 | 0.0% | 0.0% | 873 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Coastline Trust Co | History | New | 4,315 | 133 | 0.01% | — | 874 | +4,315 | New | Q1 2026 | Apr 03, 2026 |
| SIGNATUREFD, LLC | History | No change | 4,247 | 131 | 0.0% | 0.0% | 875 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Evolution Advisers, Inc. | History | No change | 4,191 | 129 | 0.05% | 0.05% | 876 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BOKF, NA | History | No change | 4,149 | 128 | 0.0% | 0.0% | 877 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 3,960 | 122 | 0.09% | 0.09% | 878 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 3,893 | 120 | 0.09% | — | 880 | +3,893 | New | Q1 2026 | Apr 16, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 3,900 | 120 | 0.01% | 0.01% | 879 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Root Financial Partners, LLC | History | Added to | 3,862 | 119 | 0.01% | 0.0% | 882 | +910 | 30.83% | Q1 2026 | Apr 24, 2026 |
| ASSETMARK, INC | History | Reduced | 3,845 | 119 | 0.0% | 0.0% | 881 | -67 | -1.71% | Q1 2026 | May 06, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 3,815 | 118 | 0.04% | 0.04% | 883 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 3,768 | 116 | 0.0% | — | 884 | +3,768 | New | Q1 2026 | May 07, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 3,679 | 113 | 0.01% | 0.01% | 885 | -162 | -4.22% | Q1 2026 | May 08, 2026 |
| Blue Trust, Inc. | History | Added to | 3,621 | 112 | 0.0% | 0.0% | 886 | +466 | 14.77% | Q1 2026 | Apr 20, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,534 | 105 | 0.0% | 0.0% | 888 | +3,455 | 4373.42% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 3,415 | 105 | 0.01% | 0.01% | 887 | +664 | 24.14% | Q1 2026 | Apr 28, 2026 |
| Operose Advisors LLC | History | Added to | 3,316 | 102 | 0.02% | 0.02% | 889 | +8 | 0.24% | Q1 2026 | May 12, 2026 |
| Founders Financial Alliance, LLC | History | New | 3,027 | 93 | 0.02% | — | 890 | +3,027 | New | Q1 2026 | May 11, 2026 |
| Arlington Trust Co LLC | History | No change | 3,000 | 92 | 0.01% | 0.01% | 891 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 2,969 | 91 | 0.0% | 0.0% | 892 | -528 | -15.1% | Q1 2026 | May 08, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 2,904 | 89 | 0.01% | 0.01% | 893 | -135 | -4.44% | Q1 2026 | May 12, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 2,880 | 89 | 0.02% | 0.02% | 894 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FIRST COMMUNITY TRUST NA | History | Reduced | 2,859 | 88 | 0.06% | 0.08% | 895 | -641 | -18.31% | Q1 2026 | Apr 16, 2026 |
| Fairway Wealth LLC | History | New | 2,815 | 87 | 0.02% | — | 896 | +2,815 | New | Q1 2026 | Apr 23, 2026 |
| Western Wealth Management, LLC | History | New | 2,770 | 85 | 0.0% | — | 897 | +2,770 | New | Q1 2026 | May 19, 2026 |
| Bulwark Capital Corp | History | Reduced | 2,683 | 83 | 0.05% | 0.06% | 898 | -16 | -0.59% | Q1 2026 | Apr 07, 2026 |
| Hurley Capital, LLC | History | Reduced | 2,610 | 80 | 0.04% | 0.04% | 899 | -45 | -1.69% | Q1 2026 | May 06, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 2,530 | 78 | 0.01% | 0.01% | 900 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Breakwater Investment Management | History | No change | 2,550 | 78 | 0.03% | 0.03% | 901 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,400 | 74 | 0.0% | 0.0% | 902 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Oakworth Capital, Inc. | History | No change | 2,322 | 71 | 0.0% | 0.0% | 903 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 2,298 | 71 | 0.02% | 0.02% | 904 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 2,241 | 69 | 0.0% | 0.0% | 905 | +2,146 | 2258.95% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Added to | 2,223 | 68 | 0.0% | 0.0% | 906 | +900 | 68.03% | Q1 2026 | May 11, 2026 |
| Hickory Point Bank & Trust | History | New | 2,145 | 66 | 0.04% | — | 908 | +2,145 | New | Q1 2026 | Apr 03, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 2,132 | 66 | 0.0% | — | 907 | +2,132 | New | Q1 2026 | May 01, 2026 |
| Palouse Capital Management, Inc. | History | Reduced | 2,107 | 65 | 0.04% | 0.04% | 909 | -35 | -1.63% | Q1 2026 | Apr 24, 2026 |
| Millstone Evans Group, LLC | History | No change | 2,004 | 62 | 0.04% | 0.04% | 910 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 2,000 | 61 | 0.05% | 0.05% | 911 | +100 | 5.26% | Q1 2026 | Apr 21, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 1,899 | 58 | 0.02% | 0.02% | 912 | -366 | -16.16% | Q1 2026 | Apr 17, 2026 |
| Frankly Finances, LLC | History | No change | 1,890 | 58 | 0.05% | 0.05% | 913 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| True Link Financial Advisors, LLC | History | New | 1,855 | 57 | 0.0% | — | 915 | +1,855 | New | Q1 2026 | Apr 29, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 1,855 | 57 | 0.02% | 0.02% | 914 | +5 | 0.27% | Q1 2026 | Apr 17, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,780 | 55 | 0.01% | 0.0% | 916 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CITIGROUP INC | History | Added to | 1,762 | 54 | 0.0% | 0.0% | 917 | +310 | 21.35% | Q1 2026 | May 11, 2026 |
| Ascentis Independent Advisors | History | New | 1,710 | 52 | 0.0% | — | 919 | +1,710 | New | Q1 2026 | Apr 28, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 1,700 | 52 | 0.01% | 0.0% | 918 | +1,141 | 204.11% | Q1 2026 | May 06, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 1,650 | 51 | 0.01% | 0.01% | 920 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Stephens Consulting, LLC | History | No change | 1,718 | 51 | 0.02% | 0.02% | 921 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Finley Financial, LLC | History | No change | 1,668 | 51 | 0.02% | 0.02% | 922 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ORG Partners LLC | History | No change | 1,680 | 50 | 0.01% | 0.01% | 923 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| North Star Investment Management Corp. | History | Added to | 1,607 | 49 | 0.0% | 0.0% | 924 | +4 | 0.25% | Q1 2026 | Apr 23, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 1,560 | 48 | 0.01% | 0.01% | 925 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Tidemark, LLC | History | New | 1,476 | 45 | 0.01% | — | 926 | +1,476 | New | Q1 2026 | May 07, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 1,426 | 44 | 0.01% | 0.01% | 927 | +3 | 0.21% | Q1 2026 | May 06, 2026 |
| Investors Research Corp | History | Reduced | 1,391 | 43 | 0.01% | 0.01% | 929 | -718 | -34.04% | Q1 2026 | Apr 03, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 1,399 | 43 | 0.01% | 0.01% | 930 | -192 | -12.07% | Q1 2026 | Apr 22, 2026 |
| Manchester Capital Management LLC | History | No change | 1,391 | 43 | 0.01% | 0.01% | 928 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,377 | 42 | 0.0% | — | 931 | +1,377 | New | Q1 2026 | May 11, 2026 |
| Roxbury Financial LLC | History | Reduced | 1,350 | 41 | 0.04% | 0.04% | 934 | -24 | -1.75% | Q1 2026 | Apr 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,348 | 41 | 0.0% | 0.0% | 932 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Creative Capital Management Investments LLC | History | No change | 1,337 | 41 | 0.01% | 0.01% | 933 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 1,301 | 40 | 0.01% | 0.0% | 935 | +851 | 189.11% | Q1 2026 | Apr 14, 2026 |
| Glassman Wealth Services | History | Added to | 1,306 | 40 | 0.01% | 0.01% | 936 | +4 | 0.31% | Q1 2026 | May 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,205 | 37 | 0.0% | 0.0% | 937 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 1,084 | 33 | 0.01% | — | 942 | +1,084 | New | Q1 2026 | May 13, 2026 |
| Archer Investment Corp | History | Added to | 1,075 | 33 | 0.01% | 0.0% | 939 | +782 | 266.89% | Q1 2026 | May 04, 2026 |
| Providence Capital Advisors, LLC | History | Reduced | 1,073 | 33 | 0.01% | 0.01% | 938 | -214 | -16.63% | Q1 2026 | May 14, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 1,084 | 33 | 0.01% | 0.01% | 941 | +64 | 6.27% | Q1 2026 | May 13, 2026 |
| Cordant, Inc. | History | No change | 1,089 | 33 | 0.01% | 0.01% | 940 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Blume Capital Management, Inc. | History | No change | 1,050 | 32 | 0.01% | 0.01% | 943 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 1,017 | 31 | 0.01% | 0.0% | 944 | +654 | 180.17% | Q1 2026 | Apr 29, 2026 |
| Ransom Advisory, Ltd | History | No change | 1,050 | 31 | 0.01% | 0.01% | 945 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Basepoint Wealth LLC | History | Reduced | 951 | 29 | 0.02% | 0.04% | 946 | -987 | -50.93% | Q1 2026 | May 07, 2026 |
| GODSEY & GIBB, INC | History | New | 923 | 28 | 0.0% | — | 948 | +923 | New | Q1 2026 | Apr 20, 2026 |
| Evergreen Advisors, LLC | History | New | 922 | 28 | 0.01% | — | 949 | +922 | New | Q1 2026 | May 05, 2026 |
| TRUST CO OF VERMONT | History | No change | 947 | 28 | 0.0% | 0.0% | 947 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Addison Advisors LLC | History | Added to | 897 | 27 | 0.01% | 0.01% | 951 | +15 | 1.7% | Q1 2026 | May 08, 2026 |
| ATWOOD & PALMER INC | History | Added to | 895 | 27 | 0.0% | 0.0% | 950 | +2 | 0.22% | Q1 2026 | Apr 15, 2026 |
| NBC SECURITIES, INC. | History | Added to | 808 | 25 | 0.0% | 0.0% | 952 | +55 | 7.3% | Q1 2026 | Apr 14, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | New | 779 | 24 | 0.02% | — | 955 | +779 | New | Q1 2026 | Apr 07, 2026 |
| Rossby Financial, LCC | History | Added to | 777 | 24 | 0.0% | 0.0% | 954 | +742 | 2120.0% | Q1 2026 | May 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 789 | 24 | 0.0% | 0.0% | 953 | +2 | 0.25% | Q1 2026 | May 07, 2026 |
| CENTRAL TRUST Co | History | No change | 725 | 22 | 0.0% | 0.0% | 956 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Clearstead Trust, LLC | History | No change | 723 | 22 | 0.0% | 0.0% | 957 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MidFirst Bank | History | New | 703 | 21 | 0.0% | — | 958 | +703 | New | Q1 2026 | May 15, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 651 | 20 | 0.0% | 0.0% | 959 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 693 | 20 | 0.01% | 0.01% | 960 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Main Street Group, LTD | History | New | 642 | 19 | 0.01% | — | 961 | +642 | New | Q1 2026 | May 06, 2026 |
| TopTier Wealth Management, LLC | History | New | 602 | 18 | 0.01% | — | 964 | +602 | New | Q1 2026 | May 05, 2026 |
| TD Waterhouse Canada Inc. | History | New | 600 | 18 | 0.0% | — | 963 | +600 | New | Q1 2026 | May 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 591 | 18 | 0.0% | 0.0% | 962 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 540 | 17 | 0.01% | 0.01% | 965 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 559 | 17 | 0.0% | 0.0% | 966 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 510 | 15 | 0.0% | 0.0% | 967 | -146 | -22.26% | Q1 2026 | Apr 20, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | New | 475 | 14 | 0.01% | — | 970 | +475 | New | Q1 2026 | May 04, 2026 |
| DAGCO, INC. | History | No change | 456 | 14 | 0.0% | 0.0% | 968 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| JDM Financial Group LLC | History | No change | 480 | 14 | 0.01% | 0.01% | 969 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 448 | 13 | 0.0% | — | 973 | +448 | New | Q1 2026 | May 14, 2026 |
| Synergy Investment Management, LLC | History | New | 426 | 13 | 0.0% | — | 974 | +426 | New | Q1 2026 | May 14, 2026 |
| ST GERMAIN D J CO INC | History | No change | 450 | 13 | 0.0% | 0.0% | 971 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 450 | 13 | 0.0% | 0.0% | 972 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| McIlrath & Eck, LLC | History | No change | 396 | 12 | 0.0% | 0.0% | 975 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Dunhill Financial, LLC | History | No change | 411 | 12 | 0.0% | 0.0% | 976 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 393 | 12 | 0.0% | 0.0% | 977 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 375 | 11 | 0.01% | — | 980 | +375 | New | Q1 2026 | May 07, 2026 |
| RHL GROUP, LLC | History | New | 356 | 11 | 0.01% | — | 981 | +356 | New | Q1 2026 | May 13, 2026 |
| Horrell Capital Management, Inc. | History | No change | 360 | 11 | 0.01% | 0.0% | 978 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| POM Investment Strategies, LLC | History | No change | 375 | 11 | 0.01% | 0.01% | 979 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Peachtree Investment Partners, LLC | History | Added to | 345 | 10 | 0.0% | 0.0% | 984 | +125 | 56.82% | Q1 2026 | May 08, 2026 |
| Triumph Capital Management | History | Added to | 332 | 10 | 0.0% | 0.0% | 983 | +1 | 0.3% | Q1 2026 | May 13, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 340 | 10 | 0.0% | 0.0% | 982 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 294 | 9 | 0.0% | 0.01% | 986 | -2,200 | -88.21% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 300 | 9 | 0.0% | — | 987 | +300 | New | Q1 2026 | Apr 13, 2026 |
| Destiny Wealth Partners, LLC | History | New | 293 | 9 | 0.0% | — | 988 | +293 | New | Q1 2026 | May 11, 2026 |
| Salomon & Ludwin, LLC | History | No change | 309 | 9 | 0.0% | 0.0% | 985 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 282 | 8 | 0.0% | 0.0% | 991 | -327 | -53.69% | Q1 2026 | Apr 27, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 262 | 8 | 0.0% | 0.0% | 989 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 273 | 8 | 0.0% | 0.0% | 990 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Colonial Trust Co / SC | History | No change | 285 | 8 | 0.0% | 0.0% | 992 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| REAP Financial Group, LLC | History | Reduced | 255 | 7 | 0.0% | 0.0% | 994 | -457 | -64.19% | Q1 2026 | May 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 244 | 7 | 0.0% | 0.0% | 993 | +1 | 0.41% | Q1 2026 | May 05, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 225 | 6 | 0.0% | — | 998 | +225 | New | Q1 2026 | May 12, 2026 |
| Heritage Wealth Advisors | History | Added to | 200 | 6 | 0.0% | 0.0% | 995 | +1 | 0.5% | Q1 2026 | May 13, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 220 | 6 | 0.0% | 0.0% | 997 | +1 | 0.46% | Q1 2026 | May 08, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 204 | 6 | 0.0% | 0.0% | 996 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 163 | 5 | 0.0% | 0.0% | 1000 | +1 | 0.62% | Q1 2026 | May 06, 2026 |
| Anfield Capital Management, LLC | History | No change | 174 | 5 | 0.0% | 0.0% | 999 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | New | 140 | 4 | 0.0% | — | 1003 | +140 | New | Q1 2026 | Apr 22, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 132 | 4 | 0.0% | 0.0% | 1001 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 141 | 4 | 0.0% | 0.0% | 1002 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Added to | 127 | 3 | 0.0% | 0.0% | 1008 | +28 | 28.28% | Q1 2026 | May 14, 2026 |
| Towne Trust Company, N.A | History | No change | 126 | 3 | 0.0% | 0.0% | 1004 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cheviot Value Management, LLC | History | No change | 108 | 3 | 0.0% | 0.0% | 1005 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Integrity Financial Corp /WA | History | No change | 100 | 3 | 0.0% | 0.0% | 1006 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 102 | 3 | 0.0% | 0.0% | 1007 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 82 | 2 | 0.0% | — | 1014 | +82 | New | Q1 2026 | May 14, 2026 |
| Hanson & Doremus Investment Management | History | No change | 54 | 2 | 0.0% | 0.0% | 1009 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 95 | 2 | 0.0% | 0.0% | 1010 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 72 | 2 | 0.0% | 0.0% | 1011 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| GAMMA Investing LLC | History | No change | 73 | 2 | 0.0% | 0.0% | 1012 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Graney & King, LLC | History | No change | 66 | 2 | 0.0% | 0.0% | 1013 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Pacific Center for Financial Services | History | New | 36 | 1 | 0.0% | — | 1019 | +36 | New | Q1 2026 | May 12, 2026 |
| Talon Private Wealth, LLC | History | New | 35 | 1 | 0.0% | — | 1020 | +35 | New | Q1 2026 | May 15, 2026 |
| Wilkerson Advisory Group LLC | History | Reduced | 52 | 1 | 0.0% | 0.0% | 1017 | -3 | -5.45% | Q1 2026 | May 08, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 1015 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 57 | 1 | 0.0% | 0.0% | 1016 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Networth Advisors, LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 1018 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -293,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Strategic Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 1.28% | — | -74,880 | -100.0% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -60,620 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Chandler Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.26% | — | -54,585 | -100.0% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -45,147 | -100.0% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -45,137 | -100.0% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -41,494 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -41,010 | -100.0% | Q1 2026 | May 01, 2026 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -40,032 | -100.0% | Q1 2026 | May 12, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.1% | — | -35,321 | -100.0% | Q1 2026 | Apr 24, 2026 |
| D.A. DAVIDSON & CO. | History | Closed out | 0 | 0 | — | 0.01% | — | -29,045 | -100.0% | Q1 2026 | May 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -27,909 | -100.0% | Q1 2026 | May 13, 2026 |
| Milestones Private Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -23,771 | -100.0% | Q1 2026 | May 04, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -16,204 | -100.0% | Q1 2026 | Apr 24, 2026 |
| M&T BANK CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,818 | -100.0% | Q1 2026 | May 12, 2026 |
| Frank, Rimerman Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,134 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Golden Reserve Retirement LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -11,322 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Magnus Financial Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,922 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Legacy Edge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,018 | -100.0% | Q1 2026 | May 11, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -9,836 | -100.0% | Q1 2026 | May 12, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,831 | -100.0% | Q1 2026 | May 21, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -9,595 | -100.0% | Q1 2026 | Apr 16, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,517 | -100.0% | Q1 2026 | Apr 17, 2026 |
| FSA Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.18% | — | -8,800 | -100.0% | Q1 2026 | May 06, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Closed out | 0 | 0 | — | 0.14% | — | -8,623 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Providence Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -8,318 | -100.0% | Q1 2026 | May 12, 2026 |
| Advisors Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,719 | -100.0% | Q1 2026 | May 01, 2026 |
| UNIQUE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,237 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Arlington Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,204 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -7,130 | -100.0% | Q1 2026 | Apr 23, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,834 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Carnegie Investment Counsel | History | Closed out | 0 | 0 | — | 0.0% | — | -6,817 | -100.0% | Q1 2026 | May 01, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,900 | -100.0% | Q1 2026 | May 08, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -2,370 | -100.0% | Q1 2026 | Apr 07, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -781 | -100.0% | Q1 2026 | May 08, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -440 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -249 | -100.0% | Q1 2026 | May 11, 2026 |
| Caitlin John, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -114 | -100.0% | Q1 2026 | May 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q1 2026 | Apr 28, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 31 | 0 | — | — | — | +31 | New | Q1 2026 | May 06, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q1 2026 | Apr 20, 2026 |
| Quent Capital, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | Apr 28, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 07, 2026 |
| HOWE & RUSLING INC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 28, 2026 |
| Trust Co | History | Added to | 16 | 0 | — | — | — | +4 | 33.33% | Q1 2026 | Apr 13, 2026 |
| Northwest Capital Management Inc | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Abound Wealth Management | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |