SCHWAB STRATEGIC TRUST - SCHV
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 | 48,427,803 | 1,477,048 | 3.0% | 2.85% | 1 | -2,336,304 | -4.6% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 44,768,506 | 1,365,447 | 1.26% | 1.34% | 2 | -1,014,616 | -2.22% | Q1 2026 | May 13, 2026 |
| MATHER GROUP, LLC. | History | Added to | 35,341,359 | 1,077,911 | 10.75% | 10.71% | 3 | +212,582 | 0.61% | Q1 2026 | Apr 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 18,286,178 | 557,728 | 0.15% | 0.15% | 4 | +1,674,055 | 10.08% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 11,280,212 | 343,030 | 0.5% | 0.5% | 5 | -322,570 | -2.78% | Q1 2026 | May 15, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 10,217,486 | 311,633 | 8.56% | 8.44% | 6 | +29,579 | 0.29% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Added to | 9,175,772 | 279,825 | 0.33% | 0.32% | 7 | +72,744 | 0.8% | Q1 2026 | May 13, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 8,055,052 | 245,679 | 2.08% | 2.03% | 8 | -461,751 | -5.42% | Q1 2026 | May 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 5,065,538 | 154,498 | 1.16% | 1.06% | 9 | +344,153 | 7.29% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Reduced | 4,000,948 | 122,029 | 0.23% | 0.23% | 10 | -116,717 | -2.83% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 3,873,113 | 118,129 | 0.62% | 0.24% | 11 | +2,714,584 | 234.31% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 3,812,136 | 116,956 | 0.24% | 0.26% | 12 | -2,560,274 | -40.18% | Q1 2026 | Apr 08, 2026 |
| Cetera Investment Advisers | History | Reduced | 3,544,184 | 108,097 | 0.11% | 0.12% | 13 | -70,132 | -1.94% | Q1 2026 | May 13, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 3,432,547 | 104,692 | 8.27% | 8.4% | 14 | -250,571 | -6.8% | Q1 2026 | Apr 22, 2026 |
| LPL Financial LLC | History | Added to | 3,312,316 | 101,025 | 0.03% | 0.03% | 15 | +60,777 | 1.87% | Q1 2026 | May 06, 2026 |
| Savant Capital, LLC | History | Reduced | 3,109,373 | 94,835 | 0.46% | 0.54% | 16 | -80,869 | -2.53% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Added to | 3,035,400 | 92,579 | 0.01% | 0.0% | 17 | +268,850 | 9.72% | Q1 2026 | May 15, 2026 |
| Mokosak Advisory Group, LLC | History | Reduced | 3,008,501 | 91,761 | 22.97% | 22.65% | 18 | -39,960 | -1.31% | Q1 2026 | Apr 28, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 2,996,245 | 91,385 | 14.84% | 14.39% | 19 | +18,373 | 0.62% | Q1 2026 | Apr 22, 2026 |
| Krilogy Financial LLC | History | Added to | 2,872,287 | 91,338 | 2.94% | 3.0% | 20 | +14,078 | 0.49% | Q1 2026 | Apr 17, 2026 |
| UBS Group AG | History | Added to | 2,724,680 | 83,102 | 0.01% | 0.01% | 21 | +247,880 | 10.01% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,657,597 | 81,056 | 0.09% | 0.09% | 22 | +561 | 0.02% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,611,756 | 79,654 | 0.02% | 0.02% | 23 | -179,144 | -6.42% | Q1 2026 | May 15, 2026 |
| Cooper Financial Group | History | Added to | 2,135,974 | 65,147 | 6.58% | 6.49% | 24 | +74,453 | 3.61% | Q1 2026 | Apr 07, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 2,098,265 | 63,997 | 0.45% | 0.46% | 25 | +62,979 | 3.09% | Q1 2026 | Apr 14, 2026 |
| World Investment Advisors | History | Added to | 1,977,398 | 60,310 | 0.97% | 0.47% | 26 | +996,424 | 101.57% | Q1 2026 | Apr 27, 2026 |
| Compound Planning, Inc. | History | Reduced | 1,974,442 | 60,220 | 1.85% | 1.82% | 27 | -118,801 | -5.68% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 1,918,994 | 58,529 | 0.04% | 0.06% | 28 | -1,110,370 | -36.65% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,891,652 | 57,695 | 0.0% | 0.0% | 29 | -5,184 | -0.27% | Q1 2026 | May 15, 2026 |
| Financial Management Professionals, Inc. | History | New | 1,726,176 | 52,648 | 5.91% | — | 30 | +1,726,176 | New | Q1 2026 | Apr 15, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Added to | 1,724,184 | 52,587 | 12.55% | 11.9% | 31 | +16,817 | 0.98% | Q1 2026 | May 08, 2026 |
| GenWealth Group, Inc. | History | Added to | 1,703,484 | 51,956 | 8.89% | 8.56% | 32 | +55,584 | 3.37% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 1,625,488 | 49,577 | 0.3% | 0.3% | 33 | -37,795 | -2.27% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 1,563,981 | 47,691 | 0.48% | 0.6% | 34 | -82,512 | -5.01% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,553,428 | 46,447 | 0.0% | 0.0% | 35 | +368,181 | 31.06% | Q1 2026 | May 13, 2026 |
| Black Diamond Financial, LLC | History | Added to | 1,411,012 | 43,035 | 4.7% | 4.26% | 36 | +44,880 | 3.29% | Q1 2026 | May 05, 2026 |
| Northern Capital Management, Inc. | History | Added to | 1,367,247 | 41,701 | 20.91% | 17.38% | 37 | +256,456 | 23.09% | Q1 2026 | May 13, 2026 |
| DRAVO BAY LLC | History | Added to | 1,329,056 | 40,536 | 16.47% | 15.81% | 38 | +44,235 | 3.44% | Q1 2026 | May 07, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 1,308,559 | 39,911 | 18.86% | 18.25% | 39 | +21,413 | 1.66% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,268,173 | 38,680 | 0.07% | 0.07% | 40 | -111,735 | -8.1% | Q1 2026 | May 01, 2026 |
| XML Financial, LLC | History | Added to | 1,244,250 | 37,949 | 3.06% | 2.8% | 41 | +83,288 | 7.17% | Q1 2026 | Apr 16, 2026 |
| Summit Asset Management, LLC | History | Added to | 1,232,457 | 37,589 | 5.23% | 4.92% | 42 | +56,984 | 4.85% | Q1 2026 | May 08, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 1,194,193 | 36,423 | 10.6% | 9.27% | 43 | +58,687 | 5.17% | Q1 2026 | May 12, 2026 |
| NICOLET BANKSHARES INC | History | New | 1,193,258 | 36,394 | 1.34% | — | 44 | +1,193,258 | New | Q1 2026 | May 14, 2026 |
| Veery Capital, LLC | History | Added to | 1,168,407 | 35,636 | 10.93% | 10.32% | 45 | +33,134 | 2.92% | Q1 2026 | Apr 09, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,165,603 | 35,550 | 0.2% | 0.12% | 46 | -20,821 | -1.75% | Q1 2026 | Apr 29, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 1,189,268 | 35,214 | 3.91% | 3.91% | 47 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Midwest Trust Co | History | Added to | 1,138,230 | 34,716 | 0.43% | 0.41% | 48 | +41,436 | 3.78% | Q1 2026 | May 01, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 1,135,107 | 34,620 | 5.9% | 6.41% | 49 | -93,630 | -7.62% | Q1 2026 | Apr 15, 2026 |
| Cerity Partners LLC | History | Added to | 1,103,286 | 33,853 | 0.05% | 0.04% | 50 | +159,141 | 16.86% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,100,624 | 33,568 | 0.06% | 0.04% | 51 | +450,474 | 69.29% | Q1 2026 | May 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,100,145 | 32,575 | 2.1% | 2.1% | 52 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Financial Advisors Network, Inc. | History | Added to | 1,059,847 | 32,325 | 4.46% | 4.22% | 53 | +20,855 | 2.01% | Q1 2026 | May 14, 2026 |
| CX Institutional | History | Reduced | 1,055,086 | 32,180 | 0.98% | 1.63% | 54 | -793,286 | -42.92% | Q1 2026 | Apr 06, 2026 |
| Dodds Wealth, LLC | History | Reduced | 1,041,126 | 31,754 | 7.79% | 7.72% | 55 | -22,144 | -2.08% | Q1 2026 | May 08, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 1,024,923 | 31,260 | 1.29% | 1.23% | 56 | +18,615 | 1.85% | Q1 2026 | Apr 21, 2026 |
| MAI Capital Management | History | Added to | 1,015,979 | 30,987 | 0.17% | 0.17% | 57 | +9,904 | 0.98% | Q1 2026 | May 15, 2026 |
| TSG Advice Partners, LLC | History | New | 1,012,162 | 30,870 | 4.63% | — | 58 | +1,012,162 | New | Q1 2026 | Apr 24, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 1,001,625 | 30,549 | 11.72% | — | 59 | +1,001,625 | New | Q1 2026 | Apr 28, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 964,431 | 29,415 | 1.98% | 1.95% | 60 | +12,056 | 1.27% | Q1 2026 | May 12, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 944,929 | 28,820 | 2.05% | 1.99% | 61 | +10,455 | 1.12% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 920,773 | 28,083 | 0.08% | 0.08% | 62 | -144,934 | -13.6% | Q1 2026 | May 04, 2026 |
| Serenity Investment Advisors | History | No change | 886,107 | 26,911 | 15.72% | 15.72% | 63 | 0 | 0.0% | Q4 2025 | May 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 851,664 | 25,975 | 0.01% | 0.01% | 64 | +9,476 | 1.13% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 875,261 | 25,916 | 0.46% | 0.46% | 65 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Added to | 831,467 | 25,359 | 13.21% | 13.04% | 66 | +28,130 | 3.5% | Q1 2026 | Apr 22, 2026 |
| Persium Advisors, LLC | History | Reduced | 828,626 | 25,273 | 19.9% | 18.06% | 67 | -16,558 | -1.96% | Q1 2026 | May 01, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 819,710 | 25,001 | 0.0% | 0.0% | 68 | -59,149 | -6.73% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 811,887 | 24,762 | 0.09% | 0.07% | 69 | +203,910 | 33.54% | Q1 2026 | Apr 30, 2026 |
| Merit Financial Group, LLC | History | Added to | 804,791 | 24,546 | 0.18% | 0.19% | 70 | +2,120 | 0.26% | Q1 2026 | Apr 15, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 772,170 | 23,551 | 1.53% | 1.53% | 71 | -9,467 | -1.21% | Q1 2026 | May 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 753,271 | 22,975 | 0.0% | 0.0% | 72 | +50,817 | 7.23% | Q1 2026 | May 15, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 724,813 | 22,106 | 4.56% | 4.55% | 73 | -4,677 | -0.64% | Q1 2026 | Apr 23, 2026 |
| Waverly Advisors, LLC | History | Added to | 718,686 | 21,919 | 0.16% | 0.14% | 74 | +133,303 | 22.77% | Q1 2026 | May 15, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 730,681 | 21,847 | 7.26% | 6.83% | 75 | +30,565 | 4.37% | Q1 2026 | Apr 27, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 695,917 | 21,225 | 0.21% | 0.3% | 76 | -345,686 | -33.19% | Q1 2026 | May 08, 2026 |
| Ethos Financial Group, LLC | History | Added to | 693,268 | 21,144 | 1.54% | 1.49% | 77 | +11,061 | 1.62% | Q1 2026 | May 05, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 687,339 | 20,963 | 7.11% | 6.98% | 78 | +7,014 | 1.03% | Q1 2026 | May 04, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 681,403 | 20,782 | 0.3% | 0.31% | 79 | -16,250 | -2.33% | Q1 2026 | Apr 09, 2026 |
| Focus Partners Wealth | History | Added to | 666,146 | 20,340 | 0.02% | 0.02% | 80 | +14,858 | 2.28% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 659,706 | 20,121 | 0.23% | 0.26% | 81 | -48,996 | -6.91% | Q1 2026 | May 08, 2026 |
| Meriwether Wealth & Planning, LLC | History | Reduced | 656,026 | 20,008 | 10.96% | 12.75% | 82 | -107,742 | -14.11% | Q1 2026 | Apr 09, 2026 |
| CHOREO, LLC | History | Added to | 653,802 | 19,940 | 0.24% | 0.04% | 83 | +550,345 | 531.96% | Q1 2026 | May 12, 2026 |
| LCNB CORP | History | Added to | 653,158 | 19,921 | 6.7% | 6.48% | 84 | +328 | 0.05% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 647,244 | 19,740 | 0.01% | 0.01% | 85 | -25,611 | -3.81% | Q1 2026 | May 07, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Added to | 643,115 | 19,615 | 4.52% | 4.33% | 86 | +14,231 | 2.26% | Q1 2026 | Apr 09, 2026 |
| Seneca Financial Advisors LLC | History | Reduced | 638,696 | 19,480 | 5.71% | 5.88% | 87 | -14,248 | -2.18% | Q1 2026 | Apr 22, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 636,842 | 19,423 | 0.7% | 0.74% | 88 | -77,839 | -10.89% | Q1 2026 | Apr 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 628,987 | 19,184 | 0.35% | 0.33% | 89 | +15,330 | 2.5% | Q1 2026 | Apr 10, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 601,671 | 18,350 | 6.1% | 5.44% | 90 | +3,839 | 0.64% | Q1 2026 | May 15, 2026 |
| Garde Capital, Inc. | History | Reduced | 590,652 | 18,014 | 1.08% | 1.06% | 91 | -12,422 | -2.06% | Q1 2026 | Apr 28, 2026 |
| Seek First Inc. | History | Added to | 580,171 | 17,695 | 12.47% | 11.04% | 92 | +39,297 | 7.27% | Q1 2026 | Apr 23, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 577,350 | 17,609 | 3.51% | 3.42% | 93 | +24,020 | 4.34% | Q1 2026 | Apr 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 568,613 | 17,410 | 0.16% | 0.16% | 94 | +60,733 | 11.96% | Q1 2026 | Apr 07, 2026 |
| JBGlobal.com LLC | History | New | 563,413 | 17,184 | 16.92% | — | 95 | +563,413 | New | Q1 2026 | Apr 07, 2026 |
| Denver PWM, LLC | History | Reduced | 521,831 | 17,048 | 5.86% | 6.12% | 96 | -139,991 | -21.15% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Reduced | 556,876 | 16,984 | 0.36% | 0.38% | 97 | -42,447 | -7.08% | Q1 2026 | May 01, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 549,657 | 16,769 | 4.15% | 4.06% | 98 | -56,763 | -9.36% | Q1 2026 | May 15, 2026 |
| Payne Capital Management, LLC | History | Added to | 543,690 | 16,582 | 5.02% | 4.95% | 99 | +14,029 | 2.65% | Q1 2026 | May 08, 2026 |
| YANKCOM Partnership | History | Added to | 536,086 | 16,350 | 6.72% | 5.92% | 100 | +65,718 | 13.97% | Q1 2026 | Apr 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 511,304 | 15,595 | 0.04% | 0.06% | 101 | -260,735 | -33.77% | Q1 2026 | Apr 30, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 510,572 | 15,572 | 0.98% | 0.81% | 102 | +102,225 | 25.03% | Q1 2026 | May 15, 2026 |
| Martel Wealth Advisors LLC | History | Reduced | 482,439 | 14,714 | 2.5% | 2.52% | 103 | -15,972 | -3.2% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 478,886 | 14,606 | 0.02% | 0.02% | 104 | -6,437 | -1.33% | Q1 2026 | Apr 27, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Added to | 475,103 | 14,490 | 4.6% | 4.04% | 105 | +66,195 | 16.19% | Q1 2026 | Apr 21, 2026 |
| rebel Financial LLC | History | Reduced | 447,195 | 13,639 | 5.91% | 5.93% | 106 | -21,449 | -4.58% | Q1 2026 | Apr 24, 2026 |
| Goepper Burkhardt LLC | History | Reduced | 421,949 | 12,869 | 4.3% | 4.11% | 107 | -3,660 | -0.86% | Q1 2026 | May 13, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 420,781 | 12,833 | 1.25% | 1.53% | 108 | -107,214 | -20.31% | Q1 2026 | Apr 29, 2026 |
| Bogart Wealth, LLC | History | Reduced | 408,780 | 12,467 | 0.48% | 0.51% | 109 | -17,932 | -4.2% | Q1 2026 | Apr 28, 2026 |
| FSA WEALTH PARTNERS, INC. | History | New | 404,692 | 12,343 | 5.87% | — | 110 | +404,692 | New | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | Reduced | 395,231 | 12,054 | 0.05% | 0.05% | 111 | -12,130 | -2.98% | Q1 2026 | May 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 395,049 | 12,048 | 0.13% | 0.13% | 112 | +5,514 | 1.42% | Q1 2026 | May 13, 2026 |
| Peak Wealth Management LLC | History | Reduced | 390,665 | 11,915 | 9.78% | 10.58% | 113 | -36,991 | -8.65% | Q1 2026 | Apr 14, 2026 |
| CWM, LLC | History | Added to | 390,639 | 11,914 | 0.03% | 0.03% | 114 | +3,267 | 0.84% | Q1 2026 | May 14, 2026 |
| Avior Wealth Management, LLC | History | Added to | 386,852 | 11,798 | 0.33% | 0.01% | 115 | +372,356 | 2568.68% | Q1 2026 | Apr 09, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 386,127 | 11,776 | 0.97% | 0.88% | 116 | +30,337 | 8.53% | Q1 2026 | May 06, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 385,446 | 11,756 | 3.38% | 3.46% | 117 | -154 | -0.04% | Q1 2026 | Apr 13, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 375,735 | 11,459 | 1.55% | 1.58% | 118 | -10,858 | -2.81% | Q1 2026 | Apr 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 373,616 | 11,395 | 0.2% | 0.2% | 119 | -10,131 | -2.64% | Q1 2026 | May 04, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 336,596 | 10,996 | 0.22% | 0.21% | 120 | +48,261 | 16.74% | Q1 2026 | May 11, 2026 |
| Opes Wealth Management LLC | History | Reduced | 345,416 | 10,535 | 1.73% | 1.68% | 121 | -1,867 | -0.54% | Q1 2026 | Apr 28, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 329,048 | 10,424 | 0.63% | 0.65% | 122 | -5,865 | -1.75% | Q1 2026 | Apr 20, 2026 |
| CDKV HOLDINGS LLC | History | Added to | 334,842 | 10,212 | 8.96% | 8.02% | 123 | +10,911 | 3.37% | Q1 2026 | May 01, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 327,265 | 9,981 | 4.63% | — | 124 | +327,265 | New | Q1 2026 | Apr 15, 2026 |
| Harbor Group, Inc. | History | Reduced | 326,994 | 9,973 | 1.44% | 1.47% | 125 | -5,201 | -1.57% | Q1 2026 | Apr 10, 2026 |
| White Pine Investment CO | History | Reduced | 325,967 | 9,942 | 2.31% | 2.29% | 126 | -2,561 | -0.78% | Q1 2026 | Apr 20, 2026 |
| Capital Squared Financial LLC | History | Added to | 322,600 | 9,839 | 7.51% | 7.06% | 127 | +16,716 | 5.46% | Q1 2026 | May 01, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 321,188 | 9,796 | 0.01% | 0.02% | 128 | -114,174 | -26.23% | Q1 2026 | May 15, 2026 |
| Friday Financial | History | Added to | 314,360 | 9,587 | 3.3% | 3.24% | 129 | +4,094 | 1.32% | Q1 2026 | Apr 16, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 312,957 | 9,544 | 6.41% | 5.05% | 130 | +67,177 | 27.33% | Q1 2026 | Apr 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 310,926 | 9,483 | 0.11% | 0.08% | 131 | +107,788 | 53.06% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 307,225 | 9,370 | 0.02% | — | 132 | +307,225 | New | Q1 2026 | May 15, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 304,695 | 9,293 | 1.37% | 1.7% | 133 | -8,401 | -2.68% | Q1 2026 | Apr 27, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 295,797 | 9,021 | 3.82% | 1.78% | 134 | +154,333 | 109.1% | Q1 2026 | Apr 15, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Reduced | 290,865 | 8,871 | 0.98% | 0.98% | 135 | -1,454 | -0.5% | Q1 2026 | May 14, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 288,507 | 8,799 | 1.31% | 1.27% | 136 | -3,066 | -1.05% | Q1 2026 | Apr 09, 2026 |
| WealthShield Partners, LLC | History | Reduced | 287,278 | 8,761 | 0.98% | 1.11% | 137 | -54,147 | -15.86% | Q1 2026 | May 01, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 284,473 | 8,676 | 0.16% | 0.07% | 138 | +160,897 | 130.2% | Q1 2026 | May 07, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 282,816 | 8,625 | 3.7% | 3.57% | 139 | +12 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Bishop & Co Investment Management, LLC | History | Reduced | 279,444 | 8,523 | 2.92% | 3.37% | 140 | -63,829 | -18.59% | Q1 2026 | Apr 24, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 278,431 | 8,492 | 0.36% | 0.33% | 141 | +21,755 | 8.48% | Q1 2026 | May 11, 2026 |
| Visionary Wealth Advisors | History | Reduced | 277,290 | 8,457 | 0.37% | 0.37% | 142 | -2,421 | -0.87% | Q1 2026 | May 13, 2026 |
| May Barnhard Investments LLC | History | Reduced | 274,605 | 8,375 | 4.07% | 3.97% | 143 | -8,844 | -3.12% | Q1 2026 | May 13, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 272,081 | 8,298 | 0.44% | 0.48% | 144 | -90,884 | -25.04% | Q1 2026 | Apr 28, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 271,819 | 8,290 | 2.16% | 1.65% | 145 | +72,237 | 36.19% | Q1 2026 | May 11, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 271,349 | 8,276 | 2.34% | 2.43% | 146 | -646 | -0.24% | Q1 2026 | Apr 24, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 268,412 | 8,186 | 0.9% | 0.87% | 147 | +6,318 | 2.41% | Q1 2026 | May 11, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 267,752 | 8,166 | 0.25% | 0.26% | 148 | -9,468 | -3.42% | Q1 2026 | Apr 27, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 266,519 | 8,128 | 1.66% | 1.57% | 149 | +2,791 | 1.06% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Added to | 263,670 | 8,041 | 0.0% | 0.0% | 150 | +37,466 | 16.56% | Q1 2026 | May 15, 2026 |
| Plus Group Wealth Advisors LLC | History | Added to | 261,732 | 7,982 | 8.78% | 8.38% | 151 | +6,487 | 2.54% | Q1 2026 | Apr 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 256,953 | 7,837 | 0.06% | 0.07% | 152 | +60,620 | 30.88% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 256,598 | 7,826 | 0.29% | 0.28% | 153 | +2,878 | 1.13% | Q1 2026 | May 14, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 250,274 | 7,633 | 2.86% | 2.95% | 154 | -25,845 | -9.36% | Q1 2026 | May 08, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 250,135 | 7,629 | 5.18% | 4.05% | 155 | +49,982 | 24.97% | Q1 2026 | Apr 23, 2026 |
| Cresset Asset Management, LLC | History | Added to | 249,745 | 7,617 | 0.03% | 0.03% | 156 | +27,795 | 12.52% | Q1 2026 | May 15, 2026 |
| Sun Financial Inc | History | Added to | 227,998 | 7,517 | 3.77% | 3.63% | 157 | +8,006 | 3.64% | Q1 2026 | May 15, 2026 |
| Arnold Financial Planning LLC | History | Added to | 239,403 | 7,301 | 6.82% | 6.34% | 158 | +31,794 | 15.31% | Q1 2026 | Apr 14, 2026 |
| Baring Financial LLC | History | Added to | 235,416 | 7,180 | 4.39% | 4.18% | 159 | +3,466 | 1.49% | Q1 2026 | Apr 06, 2026 |
| Pathstone Holdings, LLC | History | Added to | 234,448 | 7,150 | 0.03% | 0.03% | 160 | +8,616 | 3.82% | Q1 2026 | May 11, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 228,772 | 6,977 | 3.99% | 3.71% | 161 | +6,883 | 3.1% | Q1 2026 | May 13, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 228,056 | 6,955 | 0.19% | 0.23% | 162 | -16,585 | -6.78% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 226,519 | 6,908 | 0.01% | 0.01% | 163 | -3,426 | -1.49% | Q1 2026 | May 14, 2026 |
| Cadence Wealth Management LLC | History | Added to | 225,363 | 6,873 | 2.87% | 3.16% | 164 | +4,304 | 1.95% | Q1 2026 | May 12, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 224,419 | 6,844 | 3.7% | 3.54% | 165 | +4,358 | 1.98% | Q1 2026 | May 12, 2026 |
| CERTUITY, LLC | History | Added to | 221,640 | 6,760 | 0.44% | 0.22% | 166 | +101,536 | 84.54% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | Reduced | 220,626 | 6,729 | 0.08% | 0.09% | 167 | -30,369 | -12.1% | Q1 2026 | Apr 16, 2026 |
| ProVise Management Group, LLC | History | Reduced | 218,961 | 6,678 | 0.48% | 0.47% | 168 | -2,109 | -0.95% | Q1 2026 | May 06, 2026 |
| Quantinno Capital Management LP | History | Added to | 216,463 | 6,602 | 0.01% | 0.01% | 169 | +88,006 | 68.51% | Q1 2026 | May 15, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 215,099 | 6,560 | 1.41% | 1.35% | 170 | -2,221 | -1.02% | Q1 2026 | May 08, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 214,415 | 6,539 | 1.73% | 1.65% | 171 | -2,128 | -0.98% | Q1 2026 | Apr 22, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Reduced | 210,776 | 6,428 | 2.67% | 2.57% | 172 | -3,005 | -1.41% | Q1 2026 | May 06, 2026 |
| Glassman Wealth Services | History | Added to | 207,829 | 6,338 | 0.86% | 0.82% | 173 | +2,496 | 1.22% | Q1 2026 | May 04, 2026 |
| Avant Capital LLC | History | Reduced | 206,905 | 6,310 | 4.44% | 4.23% | 174 | -1,404 | -0.67% | Q1 2026 | May 12, 2026 |
| BlueSky Wealth Advisors, LLC | History | New | 206,324 | 6,292 | 0.81% | — | 175 | +206,324 | New | Q1 2026 | Apr 16, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 204,566 | 6,239 | 0.03% | 0.03% | 176 | +18,347 | 9.85% | Q1 2026 | May 14, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 202,804 | 6,185 | 4.02% | 3.99% | 177 | -8,316 | -3.94% | Q1 2026 | May 11, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 200,471 | 6,114 | 2.75% | 3.35% | 178 | -55,151 | -21.58% | Q1 2026 | Apr 23, 2026 |
| Summit Financial, LLC | History | Reduced | 199,332 | 6,079 | 0.08% | 0.09% | 179 | -2,019 | -1.0% | Q1 2026 | May 15, 2026 |
| New Hampshire Trust | History | Added to | 197,233 | 6,015 | 1.21% | 0.94% | 180 | +33,460 | 20.43% | Q1 2026 | Apr 20, 2026 |
| Columbus Macro, LLC | History | Reduced | 196,858 | 6,004 | 0.64% | 0.65% | 181 | -5,014 | -2.48% | Q1 2026 | Apr 21, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 195,790 | 5,971 | 0.83% | 1.52% | 182 | +6,075 | 3.2% | Q1 2026 | May 12, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 198,395 | 5,874 | 1.77% | 1.77% | 183 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Reduced | 192,535 | 5,872 | 3.63% | 3.48% | 184 | -8,011 | -3.99% | Q1 2026 | May 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 191,893 | 5,852 | 0.79% | 0.74% | 185 | +9,144 | 5.0% | Q1 2026 | Apr 08, 2026 |
| SpringVest Wealth Management LLC | History | Reduced | 191,402 | 5,837 | 3.99% | 3.95% | 186 | -282 | -0.15% | Q1 2026 | Apr 21, 2026 |
| Westbourne Investment Advisors, Inc. | History | Added to | 189,297 | 5,773 | 1.68% | 1.49% | 187 | +6,682 | 3.66% | Q1 2026 | Apr 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 188,619 | 5,752 | 0.0% | 0.0% | 188 | +147,071 | 353.98% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 185,789 | 5,666 | 0.0% | — | 189 | +185,789 | New | Q1 2026 | May 04, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 183,236 | 5,588 | 0.6% | 0.61% | 190 | -5,810 | -3.07% | Q1 2026 | May 12, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 177,645 | 5,418 | 1.61% | 1.48% | 191 | -11 | -0.01% | Q1 2026 | Apr 20, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 182,431 | 5,401 | 0.4% | 0.4% | 192 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rinkey Investments | History | No change | 175,707 | 5,359 | 1.37% | 1.32% | 193 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 174,554 | 5,323 | 1.27% | 1.53% | 194 | -16,005 | -8.4% | Q1 2026 | May 07, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 173,244 | 5,283 | 0.19% | 0.18% | 195 | +1,505 | 0.88% | Q1 2026 | May 06, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 172,099 | 5,249 | 1.01% | 1.05% | 196 | -332 | -0.19% | Q1 2026 | Apr 21, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Reduced | 169,830 | 5,179 | 4.35% | 4.25% | 197 | -4,087 | -2.35% | Q1 2026 | May 15, 2026 |
| Apex Wealth Management, LLC | History | Reduced | 163,896 | 4,998 | 3.43% | 5.25% | 198 | -3,002 | -1.8% | Q1 2026 | Apr 15, 2026 |
| OneAscent Financial Services LLC | History | Added to | 163,711 | 4,993 | 0.27% | 0.39% | 199 | +19,531 | 13.55% | Q1 2026 | Apr 21, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 162,248 | 4,948 | 1.27% | 1.26% | 200 | +738 | 0.46% | Q1 2026 | Apr 09, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 161,617 | 4,929 | 0.0% | 0.0% | 201 | +32,301 | 24.98% | Q1 2026 | May 12, 2026 |
| Dakota Wealth Management | History | Added to | 161,128 | 4,914 | 0.11% | 0.08% | 202 | +763 | 0.48% | Q1 2026 | May 07, 2026 |
| Coastwise Capital Group, LLC | History | Added to | 160,573 | 4,897 | 2.72% | 2.34% | 203 | +2,557 | 1.62% | Q1 2026 | May 07, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 158,880 | 4,846 | 1.66% | 1.54% | 204 | +8,981 | 5.99% | Q1 2026 | Apr 08, 2026 |
| L2 Asset Management, LLC | History | Added to | 155,878 | 4,754 | 0.45% | 0.17% | 205 | +113,147 | 264.79% | Q1 2026 | May 14, 2026 |
| Embree Financial Group | History | Reduced | 155,346 | 4,738 | 0.56% | 0.58% | 206 | -5,168 | -3.22% | Q1 2026 | Apr 23, 2026 |
| One Capital Management, LLC | History | Reduced | 154,711 | 4,718 | 0.13% | 0.14% | 207 | -2,120 | -1.35% | Q1 2026 | May 12, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 153,518 | 4,682 | 2.2% | 1.04% | 208 | +73,516 | 91.89% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 153,232 | 4,673 | 0.03% | 0.03% | 209 | -4,300 | -2.73% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 152,077 | 4,638 | 0.0% | 0.0% | 210 | +49,271 | 47.93% | Q1 2026 | May 15, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 155,871 | 4,615 | 0.37% | 0.37% | 211 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Golden Bell Financial Planning LLC | History | Reduced | 149,270 | 4,552 | 3.63% | 3.76% | 212 | -3,299 | -2.16% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 148,524 | 4,529 | 0.01% | 0.01% | 213 | -15,968 | -9.71% | Q1 2026 | May 14, 2026 |
| KPP Advisory Services LLC | History | Added to | 147,374 | 4,494 | 0.65% | 0.63% | 214 | +1,475 | 1.01% | Q1 2026 | Apr 24, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 146,198 | 4,459 | 0.05% | 0.06% | 215 | -22,284 | -13.23% | Q1 2026 | Apr 28, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 146,002 | 4,453 | 0.94% | 0.97% | 216 | -10,881 | -6.94% | Q1 2026 | Apr 13, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 144,246 | 4,399 | 0.47% | 0.49% | 217 | -16,567 | -10.3% | Q1 2026 | Apr 15, 2026 |
| Independent Advisor Alliance | History | Added to | 144,057 | 4,393 | 0.05% | 0.01% | 218 | +133,959 | 1326.59% | Q1 2026 | May 12, 2026 |
| CFG Wealth Management Services, Inc. | History | Reduced | 143,142 | 4,365 | 3.96% | 3.88% | 219 | -573 | -0.4% | Q1 2026 | May 07, 2026 |
| DDD Partners, LLC | History | Added to | 143,095 | 4,364 | 0.3% | 0.27% | 220 | +1,244 | 0.88% | Q1 2026 | Apr 28, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 141,294 | 4,309 | 0.0% | 0.0% | 221 | +127,688 | 938.47% | Q1 2026 | May 15, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 140,050 | 4,271 | 0.6% | 0.59% | 222 | -2,964 | -2.07% | Q1 2026 | Apr 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 139,790 | 4,263 | 0.61% | 0.63% | 223 | -5,438 | -3.74% | Q1 2026 | May 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 136,341 | 4,158 | 0.2% | 0.19% | 224 | +3,095 | 2.32% | Q1 2026 | Apr 28, 2026 |
| Joseph Group Capital Management | History | Added to | 131,540 | 4,011 | 1.0% | 0.91% | 225 | +14,716 | 12.6% | Q1 2026 | May 08, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 130,164 | 3,969 | 1.56% | 1.63% | 226 | -4,589 | -3.41% | Q1 2026 | May 14, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 127,735 | 3,895 | 0.33% | 0.32% | 227 | +524 | 0.41% | Q1 2026 | Apr 20, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 127,583 | 3,891 | 0.17% | 0.15% | 228 | +2,447 | 1.96% | Q1 2026 | May 06, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 127,518 | 3,889 | 0.33% | 0.35% | 229 | -1,707 | -1.32% | Q1 2026 | Apr 09, 2026 |
| Centerline Wealth Advisors, LLC | History | New | 127,459 | 3,887 | 1.4% | — | 230 | +127,459 | New | Q1 2026 | Apr 14, 2026 |
| Foster Victor Wealth Advisors, LLC | History | New | 121,572 | 3,867 | 0.22% | — | 231 | +121,572 | New | Q1 2026 | Apr 20, 2026 |
| Barden Capital Management, Inc. | History | Added to | 126,613 | 3,861 | 3.3% | 3.0% | 232 | +3,178 | 2.57% | Q1 2026 | Apr 07, 2026 |
| RKL Wealth Management LLC | History | Reduced | 125,798 | 3,836 | 0.35% | 0.32% | 233 | -7,549 | -5.66% | Q1 2026 | Apr 24, 2026 |
| Vise Technologies, Inc. | History | No change | 128,792 | 3,813 | 0.07% | 0.07% | 234 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Q3 Asset Management | History | New | 124,398 | 3,794 | 0.92% | — | 235 | +124,398 | New | Q1 2026 | Apr 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 124,988 | 3,753 | 0.0% | 0.0% | 236 | +28,020 | 28.9% | Q1 2026 | May 15, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 120,739 | 3,682 | 0.51% | 0.4% | 237 | +24,156 | 25.01% | Q1 2026 | Apr 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 119,878 | 3,656 | 0.0% | 0.0% | 238 | +85,992 | 253.77% | Q1 2026 | May 13, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Reduced | 110,000 | 3,571 | 1.85% | 2.39% | 239 | -14,023 | -11.31% | Q1 2026 | May 18, 2026 |
| Apriem Advisors | History | Reduced | 116,855 | 3,564 | 0.34% | 0.32% | 240 | -1,970 | -1.66% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 114,674 | 3,497 | 0.05% | 0.04% | 241 | +9,055 | 8.57% | Q1 2026 | May 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 114,452 | 3,490 | 0.19% | 0.09% | 242 | +61,258 | 115.16% | Q1 2026 | Apr 30, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 114,045 | 3,478 | 0.19% | 0.21% | 243 | -6,677 | -5.53% | Q1 2026 | May 14, 2026 |
| Allen Capital Group, LLC | History | No change | 113,821 | 3,370 | 0.31% | 0.31% | 244 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 109,752 | 3,347 | 1.63% | 1.68% | 245 | -4,048 | -3.56% | Q1 2026 | May 05, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 108,891 | 3,321 | 0.14% | 0.14% | 246 | -4,506 | -3.97% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 106,004 | 3,233 | 0.0% | 0.0% | 247 | -10,603 | -9.09% | Q1 2026 | Apr 27, 2026 |
| Lido Advisors, LLC | History | Reduced | 105,805 | 3,227 | 0.01% | 0.01% | 248 | -7,515 | -6.63% | Q1 2026 | May 13, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 105,235 | 3,209 | 1.39% | 1.42% | 249 | -4,817 | -4.38% | Q1 2026 | Apr 16, 2026 |
| Altus Wealth Group LLC | History | Reduced | 104,296 | 3,181 | 1.3% | 1.31% | 250 | -6,503 | -5.87% | Q1 2026 | Apr 27, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 104,054 | 3,173 | 0.07% | 0.06% | 251 | -231 | -0.22% | Q1 2026 | May 14, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 103,965 | 3,170 | 0.2% | 0.19% | 252 | -312 | -0.3% | Q1 2026 | May 05, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 103,910 | 3,169 | 0.87% | 0.9% | 253 | -5,981 | -5.44% | Q1 2026 | Apr 15, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 102,375 | 3,122 | 2.31% | 2.05% | 254 | +6,250 | 6.5% | Q1 2026 | Apr 17, 2026 |
| RFG Advisory, LLC | History | Added to | 100,373 | 3,061 | 0.06% | 0.03% | 255 | +46,864 | 87.58% | Q1 2026 | Apr 17, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Reduced | 99,608 | 3,038 | 1.33% | 1.36% | 256 | -5,311 | -5.06% | Q1 2026 | Apr 29, 2026 |
| ZynergyRetirementPlanningLLC | History | Reduced | 98,664 | 3,009 | 1.82% | 1.85% | 257 | -3,142 | -3.09% | Q1 2026 | Apr 17, 2026 |
| Compass Advisory Group LLC | History | Reduced | 97,617 | 2,977 | 0.8% | 0.84% | 258 | -7,617 | -7.24% | Q1 2026 | Apr 21, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 96,878 | 2,954 | 0.11% | 0.11% | 259 | -3,113 | -3.11% | Q1 2026 | May 12, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 96,660 | 2,948 | 0.28% | 0.39% | 260 | -45,059 | -31.79% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Added to | 95,903 | 2,919 | 0.0% | 0.0% | 261 | +5,554 | 6.15% | Q1 2026 | May 15, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 95,505 | 2,912 | 0.12% | 0.13% | 262 | -4,471 | -4.47% | Q1 2026 | Apr 29, 2026 |
| HB Wealth Management, LLC | History | Reduced | 94,673 | 2,887 | 0.02% | 0.02% | 263 | -7,811 | -7.62% | Q1 2026 | Apr 27, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 94,496 | 2,882 | 0.03% | 0.04% | 264 | -25,970 | -21.56% | Q1 2026 | May 13, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 93,687 | 2,857 | 0.04% | 0.04% | 265 | +24,363 | 35.14% | Q1 2026 | May 04, 2026 |
| M3 Advisory Group, LLC | History | No change | 93,527 | 2,852 | 1.76% | 1.69% | 266 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Secure Asset Management, LLC | History | Added to | 91,401 | 2,787 | 0.44% | 0.37% | 267 | +12,555 | 15.92% | Q1 2026 | Apr 09, 2026 |
| Johnson Financial Group, LLC | History | New | 90,220 | 2,751 | 0.18% | — | 268 | +90,220 | New | Q1 2026 | May 14, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 92,196 | 2,729 | 3.46% | — | 270 | +92,196 | New | Q1 2026 | May 07, 2026 |
| Apella Capital, LLC | History | Added to | 85,056 | 2,729 | 0.04% | 0.05% | 269 | +554 | 0.66% | Q1 2026 | Apr 20, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 88,327 | 2,693 | 1.84% | 1.8% | 271 | -2,377 | -2.62% | Q1 2026 | May 04, 2026 |
| EVOKE WEALTH, LLC | History | No change | 88,290 | 2,692 | 0.05% | 0.05% | 272 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Added to | 86,890 | 2,660 | 0.54% | 0.0% | 273 | +86,530 | 24036.11% | Q1 2026 | May 11, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 86,666 | 2,643 | 0.03% | 0.04% | 274 | -38,832 | -30.94% | Q1 2026 | May 06, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 85,249 | 2,600 | 0.02% | 0.03% | 275 | -75 | -0.09% | Q1 2026 | May 06, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 84,929 | 2,590 | 0.71% | 0.69% | 276 | +1,038 | 1.24% | Q1 2026 | Apr 14, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 84,717 | 2,583 | 0.21% | 0.22% | 277 | +1,220 | 1.46% | Q1 2026 | May 05, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 82,985 | 2,531 | 0.35% | 0.33% | 278 | -1,800 | -2.12% | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Added to | 82,897 | 2,528 | 0.01% | 0.01% | 279 | +4,556 | 5.82% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 82,818 | 2,525 | 0.04% | 0.05% | 280 | +2,366 | 2.94% | Q1 2026 | May 18, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 82,007 | 2,501 | 1.51% | 1.41% | 281 | +1,812 | 2.26% | Q1 2026 | Apr 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 80,922 | 2,468 | 0.03% | 0.03% | 282 | -1,712 | -2.07% | Q1 2026 | Apr 20, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 80,291 | 2,448 | 0.08% | 0.1% | 283 | -24,618 | -23.47% | Q1 2026 | Apr 08, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 79,875 | 2,436 | 0.04% | 0.03% | 284 | +18,801 | 30.78% | Q1 2026 | Apr 20, 2026 |
| Regal Investment Advisors LLC | History | Added to | 79,860 | 2,435 | 0.14% | 0.14% | 285 | +3,288 | 4.29% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 79,825 | 2,434 | 0.15% | 0.12% | 286 | -3,068 | -3.7% | Q1 2026 | Apr 28, 2026 |
| Elgethun Capital Management | History | Added to | 79,741 | 2,432 | 0.4% | 0.4% | 287 | +1,484 | 1.9% | Q1 2026 | May 14, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 79,585 | 2,427 | 0.39% | 0.38% | 288 | +346 | 0.44% | Q1 2026 | Apr 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 78,157 | 2,383 | 0.05% | 0.05% | 289 | -13,436 | -14.67% | Q1 2026 | May 15, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 77,847 | 2,374 | 0.03% | 0.04% | 290 | -1,259 | -1.59% | Q1 2026 | Apr 10, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 77,163 | 2,353 | 0.71% | 0.72% | 291 | -6,799 | -8.1% | Q1 2026 | Apr 21, 2026 |
| Matthew Goff Investment Advisor, LLC | History | New | 76,791 | 2,342 | 0.39% | — | 292 | +76,791 | New | Q1 2026 | Apr 16, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 76,283 | 2,326 | 1.01% | 1.01% | 293 | -1,066 | -1.38% | Q1 2026 | May 01, 2026 |
| Berger Financial Group, Inc | History | Reduced | 75,198 | 2,293 | 0.13% | 0.13% | 294 | -561 | -0.74% | Q1 2026 | Apr 28, 2026 |
| MYECFO, LLC | History | Added to | 74,940 | 2,285 | 0.96% | 0.92% | 295 | +2,000 | 2.74% | Q1 2026 | Apr 07, 2026 |
| Financial Strategies Group, Inc. | History | Reduced | 70,756 | 2,264 | 0.38% | 0.4% | 296 | -1,427 | -1.98% | Q1 2026 | May 08, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 73,995 | 2,256 | 0.76% | 0.9% | 297 | -21,150 | -22.23% | Q1 2026 | Apr 08, 2026 |
| Aspen Grove Capital, LLC | History | Reduced | 73,705 | 2,248 | 0.44% | 0.39% | 298 | -1,967 | -2.6% | Q1 2026 | May 14, 2026 |
| Elevation Capital Advisory, LLC | History | New | 73,208 | 2,232 | 0.95% | — | 299 | +73,208 | New | Q1 2026 | May 08, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 72,905 | 2,223 | 0.05% | 0.06% | 300 | -8,514 | -10.46% | Q1 2026 | May 15, 2026 |
| Weaver Capital Management LLC | History | Reduced | 69,878 | 2,131 | 0.46% | 0.5% | 301 | -9,848 | -12.35% | Q1 2026 | Apr 17, 2026 |
| Ridgewood Investments LLC | History | New | 69,306 | 2,113 | 0.86% | — | 302 | +69,306 | New | Q1 2026 | Apr 03, 2026 |
| Asset One Wealth Management LLC | History | Added to | 65,657 | 2,093 | 0.23% | 0.27% | 303 | +3,575 | 5.76% | Q1 2026 | May 12, 2026 |
| Stewardship Advisors, LLC | History | Added to | 68,531 | 2,090 | 0.48% | 0.43% | 304 | +5,458 | 8.65% | Q1 2026 | Apr 17, 2026 |
| BCWM, LLC | History | Reduced | 68,387 | 2,085 | 0.59% | 0.63% | 305 | -2,926 | -4.1% | Q1 2026 | May 14, 2026 |
| Monetary Solutions, Ltd | History | Reduced | 68,391 | 2,085 | 2.02% | 2.05% | 306 | -1,785 | -2.54% | Q1 2026 | May 01, 2026 |
| Twin Cities Retirement Group LLC | History | Added to | 68,061 | 2,075 | 1.9% | 1.94% | 307 | +57 | 0.08% | Q1 2026 | Apr 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 67,944 | 2,072 | 0.01% | 0.01% | 308 | +571 | 0.85% | Q1 2026 | May 14, 2026 |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | History | Added to | 67,888 | 2,071 | 1.47% | 1.33% | 309 | +1,186 | 1.78% | Q1 2026 | Apr 24, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 66,892 | 2,040 | 0.06% | 0.08% | 310 | -6,360 | -8.68% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 66,512 | 2,028 | 0.0% | 0.0% | 311 | -6,262 | -8.6% | Q1 2026 | May 15, 2026 |
| Asset Dedication, LLC | History | No change | 67,883 | 2,010 | 0.13% | 0.13% | 312 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BCS Wealth Management | History | Reduced | 64,330 | 1,962 | 0.4% | 0.39% | 313 | -67,628 | -51.25% | Q1 2026 | Apr 17, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 63,250 | 1,929 | 0.06% | 0.06% | 314 | -2,532 | -3.85% | Q1 2026 | May 04, 2026 |
| ASSETMARK, INC | History | Reduced | 63,188 | 1,927 | 0.0% | 0.0% | 315 | -19,330 | -23.43% | Q1 2026 | May 06, 2026 |
| ETF Store, Inc. | History | Added to | 63,007 | 1,921 | 1.87% | 1.58% | 316 | +10,700 | 20.46% | Q1 2026 | Apr 30, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 64,870 | 1,920 | 0.09% | 0.09% | 317 | -88 | -0.14% | Q1 2026 | Apr 08, 2026 |
| Net Worth Advisory Group | History | Reduced | 62,846 | 1,916 | 0.4% | 0.38% | 318 | -96 | -0.15% | Q1 2026 | May 05, 2026 |
| Index Technologies Group LLC | History | Reduced | 62,710 | 1,912 | 2.08% | 1.97% | 319 | -929 | -1.46% | Q1 2026 | Apr 29, 2026 |
| Composition Wealth, LLC | History | Reduced | 62,423 | 1,903 | 0.03% | 0.03% | 320 | -943 | -1.49% | Q1 2026 | Apr 08, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 64,282 | 1,903 | 1.37% | 1.37% | 321 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| CGN Advisors LLC | History | Added to | 62,018 | 1,891 | 0.15% | 0.14% | 322 | +1,480 | 2.44% | Q1 2026 | Apr 13, 2026 |
| Schaeffer Financial LLC | History | Added to | 61,066 | 1,862 | 1.57% | 1.47% | 323 | +4,046 | 7.1% | Q1 2026 | Apr 27, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 60,512 | 1,845 | 0.2% | 0.21% | 324 | -1,743 | -2.8% | Q1 2026 | Apr 14, 2026 |
| Roundview Capital LLC | History | Added to | 60,304 | 1,839 | 0.11% | 0.01% | 325 | +53,290 | 759.77% | Q1 2026 | May 08, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 60,116 | 1,833 | 0.1% | 0.1% | 326 | +31,314 | 108.72% | Q1 2026 | Apr 22, 2026 |
| AVITY INVESTMENT MANAGEMENT INC. | History | No change | 60,036 | 1,831 | 0.13% | 0.12% | 327 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 60,029 | 1,830 | 0.35% | 0.37% | 328 | -11,156 | -15.67% | Q1 2026 | Apr 29, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 60,011 | 1,830 | 0.73% | 0.64% | 329 | +4,464 | 8.04% | Q1 2026 | Apr 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 59,342 | 1,809 | 0.05% | 0.0% | 330 | +53,649 | 942.37% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 59,173 | 1,804 | 0.04% | 0.04% | 331 | -3,609 | -5.75% | Q1 2026 | Apr 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 59,073 | 1,801 | 0.01% | 0.01% | 332 | +7,771 | 15.15% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 58,544 | 1,785 | 0.03% | 0.03% | 333 | -16 | -0.03% | Q1 2026 | May 07, 2026 |
| Emerald Advisors, LLC | History | Reduced | 58,110 | 1,772 | 0.22% | 0.27% | 334 | -8,985 | -13.39% | Q1 2026 | Apr 23, 2026 |
| Clear Retirement Advice LLC | History | Reduced | 58,035 | 1,770 | 1.39% | 1.5% | 335 | -3,210 | -5.24% | Q1 2026 | Apr 28, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 57,987 | 1,768 | 0.04% | 0.04% | 336 | -2,825 | -4.65% | Q1 2026 | Apr 29, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 57,957 | 1,767 | 0.03% | 0.03% | 337 | -2,619 | -4.32% | Q1 2026 | Apr 22, 2026 |
| Sovran Advisors, LLC | History | Added to | 54,297 | 1,763 | 0.14% | 0.13% | 338 | +5,990 | 12.4% | Q1 2026 | May 01, 2026 |
| K2 Financial Inc. | History | Reduced | 54,902 | 1,753 | 1.27% | 1.34% | 339 | -2,060 | -3.62% | Q1 2026 | Apr 28, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 57,338 | 1,749 | 0.0% | 0.0% | 340 | -7,253 | -11.23% | Q1 2026 | Apr 22, 2026 |
| BlackRock, Inc. | History | Added to | 56,604 | 1,726 | 0.0% | 0.0% | 341 | +3,282 | 6.16% | Q1 2026 | May 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 56,280 | 1,716 | 0.13% | 0.19% | 342 | -37,738 | -40.14% | Q1 2026 | Apr 20, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 55,778 | 1,701 | 0.09% | 0.08% | 343 | +789 | 1.43% | Q1 2026 | Apr 23, 2026 |
| SIMA Wealth Partners, LLC | History | New | 54,838 | 1,672 | 1.27% | — | 344 | +54,838 | New | Q1 2026 | May 15, 2026 |
| ASPIRIANT, LLC | History | Reduced | 54,632 | 1,666 | 0.05% | 0.05% | 345 | -1,177 | -2.11% | Q1 2026 | May 12, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 54,608 | 1,665 | 0.16% | 0.16% | 346 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Reduced | 54,252 | 1,654 | 0.08% | 0.08% | 347 | -631 | -1.15% | Q1 2026 | May 15, 2026 |
| Maia Wealth LLC | History | Added to | 53,209 | 1,622 | 0.27% | 0.29% | 348 | +560 | 1.06% | Q1 2026 | May 08, 2026 |
| Csenge Advisory Group | History | Reduced | 51,160 | 1,560 | 0.07% | 0.07% | 349 | -1,489 | -2.83% | Q1 2026 | Apr 30, 2026 |
| Continuum Advisory, LLC | History | Added to | 50,675 | 1,545 | 0.15% | 0.14% | 350 | +1,961 | 4.03% | Q1 2026 | Apr 22, 2026 |
| Blossom Wealth Management | History | New | 50,093 | 1,527 | 2.27% | — | 351 | +50,093 | New | Q1 2026 | Apr 28, 2026 |
| Enclave Advisors LLC | History | Added to | 49,977 | 1,524 | 0.21% | 0.16% | 352 | +11,096 | 28.54% | Q1 2026 | Apr 13, 2026 |
| Keel Point, LLC | History | No change | 51,458 | 1,523 | 0.09% | 0.09% | 353 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VAN STRUM & TOWNE INC. | History | Added to | 49,433 | 1,507 | 0.44% | 0.36% | 354 | +5,755 | 13.18% | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 49,566 | 1,506 | 0.02% | 0.01% | 355 | +33,053 | 200.16% | Q1 2026 | May 15, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 49,242 | 1,501 | 0.29% | 0.29% | 356 | +229 | 0.47% | Q1 2026 | Apr 24, 2026 |
| Ballast Financial Advisors LLC | History | Reduced | 49,082 | 1,497 | 1.53% | 1.59% | 357 | -3,073 | -5.89% | Q1 2026 | May 13, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 45,953 | 1,491 | 0.53% | 0.6% | 358 | -2,608 | -5.37% | Q1 2026 | May 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 50,098 | 1,483 | 0.01% | 0.01% | 359 | +5,278 | 11.78% | Q1 2026 | May 15, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 48,588 | 1,481 | 0.69% | 0.68% | 360 | +19 | 0.04% | Q1 2026 | Apr 21, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 48,395 | 1,476 | 0.84% | 0.7% | 361 | -1,590 | -3.18% | Q1 2026 | Apr 14, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 45,978 | 1,475 | 0.59% | 0.54% | 363 | +2,723 | 6.3% | Q1 2026 | Apr 27, 2026 |
| ALTFEST L J & CO INC | History | Added to | 48,389 | 1,475 | 0.16% | 0.16% | 362 | +195 | 0.4% | Q1 2026 | Apr 28, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 48,151 | 1,468 | 0.01% | 0.01% | 364 | +2,804 | 6.18% | Q1 2026 | May 01, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 47,703 | 1,454 | 0.13% | 0.09% | 365 | +12,573 | 35.79% | Q1 2026 | May 12, 2026 |
| SEEDS INVESTOR LLC | History | New | 45,339 | 1,442 | 0.2% | — | 366 | +45,339 | New | Q1 2026 | May 11, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 47,180 | 1,439 | 0.03% | 0.03% | 367 | -206 | -0.43% | Q1 2026 | May 15, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Reduced | 47,112 | 1,436 | 0.25% | 0.3% | 368 | -450 | -0.95% | Q1 2026 | Apr 28, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 47,089 | 1,436 | 0.03% | 0.03% | 369 | -407 | -0.86% | Q1 2026 | May 04, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 46,954 | 1,432 | 0.0% | 0.0% | 370 | -750 | -1.57% | Q1 2026 | May 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 46,452 | 1,416 | 0.03% | 0.03% | 371 | +18 | 0.04% | Q1 2026 | May 07, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 44,234 | 1,412 | 0.03% | 0.03% | 372 | +390 | 0.89% | Q1 2026 | May 04, 2026 |
| United Advisor Group, LLC | History | Reduced | 46,161 | 1,407 | 0.17% | 0.17% | 373 | -491 | -1.05% | Q1 2026 | Apr 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 46,086 | 1,405 | 0.04% | 0.05% | 374 | -774 | -1.65% | Q1 2026 | May 07, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 46,051 | 1,404 | 0.35% | 0.36% | 375 | -1,272 | -2.69% | Q1 2026 | May 05, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Reduced | 45,724 | 1,394 | 0.32% | 0.32% | 376 | -1,327 | -2.82% | Q1 2026 | Apr 16, 2026 |
| Creekside Partners | History | Reduced | 45,698 | 1,393 | 0.57% | 0.58% | 377 | -312 | -0.68% | Q1 2026 | Apr 21, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 45,280 | 1,380 | 0.35% | 0.36% | 378 | -2,160 | -4.55% | Q1 2026 | Apr 09, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 44,927 | 1,370 | 0.03% | 0.03% | 379 | -54 | -0.12% | Q1 2026 | May 08, 2026 |
| Seed Wealth Management, Inc. | History | No change | 44,930 | 1,370 | 0.94% | 0.92% | 380 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| RMG Wealth Management LLC | History | Added to | 41,508 | 1,364 | 0.16% | 0.02% | 381 | +36,905 | 801.76% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 44,644 | 1,361 | 0.01% | 0.01% | 382 | -1,039 | -2.27% | Q1 2026 | Apr 24, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 44,167 | 1,347 | 0.01% | 0.01% | 383 | -20,180 | -31.36% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 43,968 | 1,341 | 0.01% | 0.03% | 384 | -138,727 | -75.93% | Q1 2026 | May 05, 2026 |
| True North Advisors, LLC | History | Reduced | 43,831 | 1,336 | 0.15% | 0.17% | 385 | -1,810 | -3.97% | Q1 2026 | May 07, 2026 |
| Brookwood Investment Group LLC | History | New | 43,525 | 1,327 | 0.16% | — | 386 | +43,525 | New | Q1 2026 | May 04, 2026 |
| Vanguard Capital Wealth Advisors | History | Added to | 43,048 | 1,312 | 1.21% | 1.02% | 387 | +182 | 0.42% | Q1 2026 | Apr 21, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 42,939 | 1,309 | 0.04% | 0.04% | 388 | +6 | 0.01% | Q1 2026 | May 07, 2026 |
| Grandview Asset Management LLC | History | New | 39,209 | 1,307 | 0.38% | — | 389 | +39,209 | New | Q1 2026 | May 07, 2026 |
| IMA Advisory Services, Inc. | History | No change | 42,558 | 1,298 | 0.13% | 0.12% | 390 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Inman Jager Wealth Management, LLC | History | Reduced | 42,513 | 1,296 | 0.76% | 0.78% | 391 | -304 | -0.71% | Q1 2026 | Apr 23, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 42,050 | 1,282 | 0.02% | 0.02% | 392 | +10,417 | 32.93% | Q1 2026 | Apr 14, 2026 |
| Santori & Peters, Inc. | History | Added to | 41,799 | 1,274 | 0.4% | 0.28% | 393 | +14,037 | 50.56% | Q1 2026 | May 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 41,337 | 1,260 | 0.02% | 0.01% | 394 | +5,435 | 15.14% | Q1 2026 | May 11, 2026 |
| First County Bank /CT/ | History | Reduced | 41,113 | 1,253 | 0.67% | 0.64% | 395 | -435 | -1.05% | Q1 2026 | Apr 03, 2026 |
| Thayer Financial, L.L.C. | History | Added to | 41,081 | 1,252 | 1.28% | 1.07% | 396 | +6,989 | 20.5% | Q1 2026 | Apr 13, 2026 |
| Haverford Trust Co | History | Reduced | 40,873 | 1,246 | 0.01% | 0.01% | 397 | -210 | -0.51% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 40,744 | 1,242 | 0.0% | 0.0% | 398 | -147,706 | -78.38% | Q1 2026 | May 05, 2026 |
| Wedmont Private Capital | History | Reduced | 39,404 | 1,242 | 0.04% | 0.04% | 399 | -176 | -0.44% | Q1 2026 | Apr 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 39,882 | 1,216 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Tactive Advisors, LLC | History | Reduced | 39,616 | 1,208 | 0.34% | 0.36% | 401 | -1,657 | -4.01% | Q1 2026 | Apr 16, 2026 |
| Knuff & Co LLC | History | Reduced | 39,438 | 1,202 | 0.36% | 0.35% | 402 | -1,000 | -2.47% | Q1 2026 | May 11, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 39,234 | 1,196 | 0.07% | 0.08% | 403 | -3,319 | -7.8% | Q1 2026 | Apr 27, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 39,148 | 1,194 | 0.31% | 0.32% | 404 | -3,379 | -7.95% | Q1 2026 | Apr 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 39,066 | 1,191 | 0.01% | 0.01% | 405 | +1,342 | 3.56% | Q1 2026 | May 12, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 38,973 | 1,188 | 0.05% | 0.05% | 406 | -3,213 | -7.62% | Q1 2026 | May 12, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 38,942 | 1,187 | 0.18% | 0.19% | 407 | +182 | 0.47% | Q1 2026 | May 07, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 38,643 | 1,183 | 0.02% | 0.02% | 408 | -1,410 | -3.52% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 39,846 | 1,179 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 38,637 | 1,178 | 0.1% | 0.11% | 410 | -5,478 | -12.42% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 38,598 | 1,177 | 0.09% | 0.08% | 411 | +1,245 | 3.33% | Q1 2026 | May 05, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 36,787 | 1,174 | 0.02% | — | 413 | +36,787 | New | Q1 2026 | May 01, 2026 |
| Athena Investment Management | History | No change | 38,510 | 1,174 | 0.61% | 0.58% | 412 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 38,363 | 1,170 | 0.0% | 0.0% | 414 | +241 | 0.63% | Q1 2026 | May 08, 2026 |
| HOEY INVESTMENTS, INC | History | Reduced | 37,447 | 1,142 | 0.16% | 0.15% | 415 | -504 | -1.33% | Q1 2026 | Apr 28, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 37,379 | 1,140 | 0.26% | 0.25% | 416 | +1,067 | 2.94% | Q1 2026 | May 21, 2026 |
| Larson Financial Group LLC | History | Reduced | 37,056 | 1,130 | 0.04% | 0.04% | 417 | -1,322 | -3.44% | Q1 2026 | May 15, 2026 |
| Waterford Advisors, LLC | History | No change | 34,807 | 1,110 | 0.35% | 0.44% | 418 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 36,014 | 1,098 | 0.17% | 0.17% | 419 | +1,414 | 4.09% | Q1 2026 | May 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 35,922 | 1,095 | 0.01% | 0.0% | 420 | +24,809 | 223.24% | Q1 2026 | Apr 20, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Reduced | 35,904 | 1,095 | 0.57% | 0.59% | 421 | -2,466 | -6.43% | Q1 2026 | Apr 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 35,602 | 1,085 | 0.07% | 0.03% | 422 | +20,817 | 140.8% | Q1 2026 | Apr 13, 2026 |
| NWAM LLC | History | Reduced | 35,496 | 1,082 | 0.06% | 0.06% | 423 | -79 | -0.22% | Q1 2026 | May 04, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 35,111 | 1,070 | 0.06% | 0.07% | 425 | -3,975 | -10.17% | Q1 2026 | May 13, 2026 |
| Chesapeake Wealth Management | History | Added to | 35,100 | 1,070 | 0.33% | 0.3% | 424 | +1,215 | 3.59% | Q1 2026 | May 18, 2026 |
| LexAurum Advisors, LLC | History | New | 34,373 | 1,048 | 0.14% | — | 426 | +34,373 | New | Q1 2026 | Apr 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 34,200 | 1,043 | 0.01% | 0.01% | 427 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 34,080 | 1,039 | 0.29% | 0.28% | 428 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 34,883 | 1,032 | 0.05% | 0.05% | 429 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 33,844 | 1,011 | 0.04% | 0.04% | 430 | +459 | 1.37% | Q1 2026 | May 15, 2026 |
| Verum Partners LLC | History | Reduced | 32,836 | 1,001 | 0.19% | 0.2% | 431 | -268 | -0.81% | Q1 2026 | Apr 15, 2026 |
| WBH ADVISORY INC | History | Reduced | 32,616 | 998 | 0.07% | 0.07% | 432 | -386 | -1.17% | Q1 2026 | Apr 27, 2026 |
| BFSG, LLC | History | Added to | 32,710 | 997 | 0.09% | 0.09% | 433 | +50 | 0.15% | Q1 2026 | Apr 28, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 32,559 | 993 | 0.27% | 0.27% | 434 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 32,403 | 988 | 0.04% | 0.05% | 435 | -658 | -1.99% | Q1 2026 | May 12, 2026 |
| Hidden Cove Wealth Management, LLC | History | Reduced | 32,360 | 986 | 0.63% | 0.64% | 436 | -844 | -2.54% | Q1 2026 | Apr 21, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Reduced | 32,231 | 983 | 0.48% | 0.48% | 437 | -413 | -1.27% | Q1 2026 | Apr 14, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 32,223 | 982 | 0.1% | 0.09% | 438 | +255 | 0.8% | Q1 2026 | Apr 27, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 31,773 | 969 | 0.01% | 0.01% | 439 | -321 | -1.0% | Q1 2026 | Apr 07, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Reduced | 31,742 | 968 | 1.0% | 0.99% | 440 | -141 | -0.44% | Q1 2026 | Apr 23, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 31,649 | 965 | 0.01% | 0.01% | 441 | +1,831 | 6.14% | Q1 2026 | May 05, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 31,335 | 959 | 0.05% | 0.04% | 442 | -880 | -2.73% | Q1 2026 | May 12, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 31,411 | 958 | 0.1% | 0.1% | 443 | +53 | 0.17% | Q1 2026 | Apr 22, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 31,302 | 954 | 0.07% | 0.06% | 444 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sachetta, LLC | History | Added to | 30,825 | 940 | 0.51% | 0.5% | 445 | +79 | 0.26% | Q1 2026 | May 01, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 30,705 | 936 | 0.11% | 0.1% | 446 | +1,581 | 5.43% | Q1 2026 | Apr 17, 2026 |
| Atlas Wealth Partners, LLC | History | Reduced | 30,576 | 932 | 0.96% | 1.06% | 447 | -1,863 | -5.74% | Q1 2026 | Apr 29, 2026 |
| Indivisible Partners | History | Reduced | 30,513 | 930 | 0.08% | 0.1% | 448 | -872 | -2.78% | Q1 2026 | Apr 30, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 30,442 | 928 | 0.84% | 0.47% | 449 | +15,221 | 100.0% | Q1 2026 | Apr 23, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 30,066 | 917 | 0.2% | 0.2% | 450 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| New Republic Capital, LLC | History | Reduced | 30,018 | 915 | 0.31% | 0.27% | 451 | -4,028 | -11.83% | Q1 2026 | May 01, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 29,974 | 914 | 0.01% | 0.05% | 452 | -179,253 | -85.67% | Q1 2026 | May 13, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Reduced | 29,778 | 908 | 0.43% | 0.41% | 453 | -15 | -0.05% | Q1 2026 | May 15, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 29,725 | 906 | 0.15% | 0.15% | 454 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 29,662 | 904 | 0.14% | 0.15% | 456 | -3,241 | -9.85% | Q1 2026 | Apr 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 29,671 | 904 | 0.0% | 0.0% | 455 | +1,379 | 4.87% | Q1 2026 | May 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 28,024 | 902 | 0.01% | 0.01% | 457 | -1,065 | -3.66% | Q1 2026 | May 06, 2026 |
| LongView Wealth Management | History | Added to | 28,246 | 898 | 0.23% | 0.16% | 459 | +6,262 | 28.48% | Q1 2026 | Apr 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 29,448 | 898 | 0.05% | 0.05% | 458 | +255 | 0.87% | Q1 2026 | Apr 17, 2026 |
| StoneX Group Inc. | History | Added to | 29,250 | 892 | 0.05% | 0.02% | 460 | +13,541 | 86.2% | Q1 2026 | May 14, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 29,220 | 891 | 0.23% | 0.2% | 461 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 28,965 | 883 | 0.01% | 0.01% | 463 | -943 | -3.15% | Q1 2026 | Apr 21, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 28,912 | 883 | 0.28% | 0.28% | 462 | -604 | -2.05% | Q1 2026 | May 14, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 28,863 | 880 | 0.17% | 0.16% | 464 | +72 | 0.25% | Q1 2026 | Apr 15, 2026 |
| GREENLEAF TRUST | History | No change | 28,650 | 873 | 0.01% | 0.01% | 465 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 28,251 | 861 | 0.0% | 0.0% | 466 | +6,036 | 27.17% | Q1 2026 | May 08, 2026 |
| UMB Bank, n.a. | History | No change | 28,134 | 858 | 0.01% | 0.01% | 467 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 28,101 | 857 | 0.02% | 0.02% | 468 | -2,150 | -7.11% | Q1 2026 | Apr 13, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 28,111 | 857 | 0.42% | 0.4% | 469 | +1,938 | 7.4% | Q1 2026 | Apr 17, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 28,063 | 855 | 0.05% | 0.06% | 470 | +77 | 0.28% | Q1 2026 | Apr 28, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Added to | 27,994 | 853 | 0.01% | 0.01% | 471 | +1,600 | 6.06% | Q1 2026 | May 08, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 27,586 | 841 | 0.02% | 0.03% | 472 | -5,513 | -16.66% | Q1 2026 | May 15, 2026 |
| Biltmore Family Office, LLC | History | No change | 27,546 | 840 | 0.12% | 0.11% | 473 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 27,289 | 832 | 0.06% | 0.09% | 474 | +6,105 | 28.82% | Q1 2026 | May 15, 2026 |
| Independent Wealth Network Inc. | History | Added to | 27,085 | 826 | 0.25% | 0.2% | 475 | +4,575 | 20.32% | Q1 2026 | Apr 20, 2026 |
| &PARTNERS | History | Added to | 27,031 | 824 | 0.0% | 0.0% | 476 | +7,906 | 41.34% | Q1 2026 | May 15, 2026 |
| WPG Advisers, LLC | History | Reduced | 26,763 | 816 | 0.6% | 0.62% | 477 | -1,433 | -5.08% | Q1 2026 | Apr 29, 2026 |
| Piedmont Capital Management, LLC/NC | History | No change | 26,550 | 809 | 0.54% | 0.52% | 478 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 26,326 | 802 | 0.0% | 0.0% | 479 | +24,117 | 1091.76% | Q1 2026 | May 01, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Added to | 26,320 | 802 | 0.39% | 0.35% | 480 | +110 | 0.42% | Q1 2026 | May 08, 2026 |
| Ironwood Financial, llc | History | Reduced | 26,273 | 801 | 0.14% | 0.14% | 481 | -1,432 | -5.17% | Q1 2026 | Apr 16, 2026 |
| Well Done, LLC | History | No change | 26,265 | 801 | 0.12% | 0.12% | 482 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Ignite Planners, LLC | History | Added to | 26,162 | 797 | 0.12% | 0.07% | 483 | +11,137 | 74.12% | Q1 2026 | Apr 17, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 25,851 | 788 | 0.02% | 0.02% | 485 | +152 | 0.59% | Q1 2026 | Apr 15, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 24,277 | 788 | 0.01% | 0.01% | 484 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 25,762 | 786 | 0.01% | 0.01% | 486 | -2,493 | -8.82% | Q1 2026 | Apr 07, 2026 |
| Marquette Asset Management, LLC | History | No change | 25,654 | 782 | 0.12% | 0.11% | 487 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FF Advisors,LLC | History | Added to | 24,168 | 776 | 0.31% | 0.17% | 489 | +11,017 | 83.77% | Q1 2026 | Apr 27, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 25,450 | 776 | 0.52% | 0.51% | 488 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 25,395 | 774 | 0.01% | 0.01% | 490 | -731 | -2.8% | Q1 2026 | May 13, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 25,369 | 773 | 0.15% | 0.14% | 491 | +2,129 | 9.16% | Q1 2026 | May 12, 2026 |
| Smart Portfolios, LLC | History | Reduced | 25,255 | 770 | 0.77% | 0.75% | 492 | -90 | -0.36% | Q1 2026 | May 01, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 25,079 | 764 | 0.74% | 0.73% | 493 | +89 | 0.36% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 130,096 | 759 | 0.04% | 0.02% | 494 | -20,247 | -13.47% | Q1 2026 | May 15, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 24,822 | 757 | 0.03% | 0.03% | 495 | +116 | 0.47% | Q1 2026 | May 06, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 24,531 | 748 | 0.34% | 0.31% | 496 | +114 | 0.47% | Q1 2026 | Apr 28, 2026 |
| Facet Wealth, Inc. | History | Added to | 24,425 | 744 | 0.01% | 0.01% | 497 | +8,242 | 50.93% | Q1 2026 | May 07, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 24,397 | 744 | 0.26% | 0.28% | 498 | +114 | 0.47% | Q1 2026 | Apr 21, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 24,301 | 741 | 0.17% | 0.16% | 499 | +162 | 0.67% | Q1 2026 | Apr 20, 2026 |
| Alliance Wealth Management Group | History | Reduced | 24,210 | 738 | 0.16% | 0.16% | 500 | -27 | -0.11% | Q1 2026 | Apr 29, 2026 |
| Towercrest Capital Management | History | Reduced | 24,210 | 738 | 0.11% | 0.11% | 501 | -27 | -0.11% | Q1 2026 | May 01, 2026 |
| Lantz Financial LLC | History | Added to | 23,971 | 731 | 0.15% | 0.15% | 502 | +361 | 1.53% | Q1 2026 | Apr 09, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 22,031 | 724 | 0.27% | 0.2% | 503 | +5,990 | 37.34% | Q1 2026 | May 12, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 23,689 | 722 | 0.17% | 0.05% | 504 | +16,816 | 244.67% | Q1 2026 | Apr 24, 2026 |
| Adelphi Trust Co | History | Reduced | 23,654 | 721 | 0.59% | 0.57% | 505 | -10 | -0.04% | Q1 2026 | Apr 01, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 23,546 | 718 | 0.5% | 0.46% | 507 | -542 | -2.25% | Q1 2026 | May 07, 2026 |
| Texas Yale Capital Corp. | History | Added to | 23,542 | 718 | 0.02% | 0.02% | 506 | +38 | 0.16% | Q1 2026 | May 04, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 23,400 | 713 | 0.05% | 0.05% | 508 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 23,276 | 709 | 0.46% | 0.42% | 509 | +2,205 | 10.46% | Q1 2026 | Apr 21, 2026 |
| Sculati Wealth Management, LLC | History | No change | 23,084 | 704 | 0.26% | 0.24% | 510 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Western Wealth Management, LLC | History | New | 22,946 | 699 | 0.03% | — | 511 | +22,946 | New | Q1 2026 | May 19, 2026 |
| Evergreen Advisors, LLC | History | New | 22,894 | 698 | 0.16% | — | 512 | +22,894 | New | Q1 2026 | May 05, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 22,762 | 694 | 0.04% | 0.04% | 513 | +498 | 2.24% | Q1 2026 | May 06, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 22,620 | 689 | 0.13% | 0.13% | 514 | -1,044 | -4.41% | Q1 2026 | May 06, 2026 |
| Womack Financial LLC | History | Added to | 22,621 | 689 | 0.51% | 0.49% | 515 | +347 | 1.56% | Q1 2026 | May 11, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 23,228 | 687 | 0.15% | 0.15% | 516 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | Added to | 22,082 | 673 | 0.02% | 0.01% | 518 | +14,133 | 177.8% | Q1 2026 | Apr 29, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 22,098 | 673 | 0.01% | 0.01% | 517 | -7,566 | -25.51% | Q1 2026 | May 01, 2026 |
| CENTRAL TRUST Co | History | No change | 22,063 | 672 | 0.01% | 0.01% | 519 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Milestone Investment Advisors LLC | History | No change | 21,904 | 668 | 0.16% | 0.16% | 520 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Blue Trust, Inc. | History | Added to | 21,623 | 659 | 0.01% | 0.01% | 521 | +5,165 | 31.38% | Q1 2026 | Apr 20, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 21,601 | 658 | 0.01% | 0.05% | 522 | -54,125 | -71.47% | Q1 2026 | Apr 27, 2026 |
| KLCM Advisors, Inc. | History | Added to | 21,543 | 657 | 0.06% | 0.04% | 523 | +5,080 | 30.86% | Q1 2026 | Apr 30, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 21,558 | 657 | 0.06% | 0.06% | 524 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Stonebridge Capital Advisors LLC | History | Reduced | 21,521 | 656 | 0.05% | 0.05% | 525 | -2,440 | -10.18% | Q1 2026 | May 14, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 21,443 | 654 | 0.06% | — | 526 | +21,443 | New | Q1 2026 | May 06, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 21,298 | 649 | 0.03% | 0.03% | 527 | +5,219 | 32.46% | Q1 2026 | Apr 13, 2026 |
| Ring Mountain Capital, LLC | History | Reduced | 21,285 | 649 | 0.35% | 0.34% | 528 | -133 | -0.62% | Q1 2026 | Apr 30, 2026 |
| Rockwood Wealth Management, LLC | History | New | 21,275 | 648 | 0.05% | — | 529 | +21,275 | New | Q1 2026 | Apr 29, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 21,043 | 641 | 0.02% | 0.02% | 530 | -91 | -0.43% | Q1 2026 | May 13, 2026 |
| Stark Wealth Management LLC | History | No change | 21,468 | 635 | 2.38% | 2.38% | 531 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 20,767 | 633 | 0.01% | 0.01% | 532 | -738 | -3.43% | Q1 2026 | May 11, 2026 |
| BROWN ADVISORY INC | History | Added to | 20,728 | 632 | 0.0% | 0.0% | 533 | +4,341 | 26.49% | Q1 2026 | May 15, 2026 |
| Plancorp, LLC | History | Reduced | 20,082 | 632 | 0.02% | 0.02% | 534 | -2,953 | -12.82% | Q1 2026 | Apr 14, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | No change | 20,409 | 622 | 0.97% | 1.0% | 535 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Uptown Financial Advisors LLC | History | Reduced | 20,352 | 620 | 0.49% | 0.45% | 536 | -708 | -3.36% | Q1 2026 | Apr 13, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 20,318 | 619 | 0.18% | 0.18% | 537 | +404 | 2.03% | Q1 2026 | May 05, 2026 |
| Resolute Advisors LLC | History | Added to | 20,099 | 613 | 0.25% | 0.19% | 538 | +94 | 0.47% | Q1 2026 | May 07, 2026 |
| CIBC Bancorp USA Inc. | History | New | 20,093 | 612 | 0.0% | — | 540 | +20,093 | New | Q1 2026 | May 12, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 20,090 | 612 | 0.09% | 0.07% | 539 | +4,487 | 28.76% | Q1 2026 | Apr 16, 2026 |
| Joule Financial, LLC | History | Reduced | 20,020 | 610 | 0.18% | 0.26% | 541 | -9,185 | -31.45% | Q1 2026 | Apr 14, 2026 |
| HMV Wealth Advisors, LLC | History | Reduced | 19,992 | 609 | 0.29% | 0.32% | 542 | -1,540 | -7.15% | Q1 2026 | Apr 14, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 19,879 | 606 | 0.06% | 0.06% | 543 | +346 | 1.77% | Q1 2026 | May 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 19,800 | 603 | 0.0% | 0.0% | 544 | -27,800 | -58.4% | Q1 2026 | May 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 19,752 | 602 | 0.07% | 0.07% | 545 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 19,677 | 600 | 0.08% | 0.07% | 546 | -87 | -0.44% | Q1 2026 | May 05, 2026 |
| Obermeyer Wealth Partners | History | Added to | 19,347 | 590 | 0.03% | 0.03% | 547 | +1 | 0.01% | Q1 2026 | Apr 20, 2026 |
| WNY Asset Management, LLC | History | New | 19,322 | 589 | 0.06% | — | 549 | +19,322 | New | Q1 2026 | May 22, 2026 |
| Caprock Group, LLC | History | Added to | 19,338 | 589 | 0.01% | 0.0% | 548 | +11,658 | 151.8% | Q1 2026 | May 11, 2026 |
| Investments & Financial Planning, LLC | History | Added to | 19,216 | 586 | 0.32% | 0.28% | 550 | +1,604 | 9.11% | Q1 2026 | May 11, 2026 |
| Seneschal Advisors, LLC | History | No change | 19,164 | 584 | 0.43% | 0.42% | 551 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 19,109 | 582 | 0.06% | 0.08% | 552 | -1,109 | -5.49% | Q1 2026 | Apr 23, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 19,080 | 581 | 0.03% | 0.03% | 553 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 17,519 | 576 | 0.04% | 0.04% | 554 | -393 | -2.19% | Q1 2026 | May 12, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 18,823 | 574 | 0.11% | 0.12% | 555 | -258 | -1.35% | Q1 2026 | Apr 20, 2026 |
| Zhang Financial LLC | History | Added to | 18,767 | 572 | 0.02% | 0.02% | 556 | +848 | 4.73% | Q1 2026 | May 06, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 18,754 | 571 | 0.04% | 0.03% | 558 | +62 | 0.33% | Q1 2026 | May 11, 2026 |
| SkyOak Wealth, LLC | History | No change | 18,744 | 571 | 0.1% | 0.1% | 557 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Livet Wealth, LLC | History | Reduced | 18,603 | 567 | 0.36% | 0.36% | 559 | -1,304 | -6.55% | Q1 2026 | Apr 24, 2026 |
| Capital Analysts, LLC | History | Added to | 18,496 | 564 | 0.01% | 0.0% | 560 | +16,711 | 936.19% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 18,224 | 558 | 0.04% | 0.03% | 562 | +3,611 | 24.71% | Q1 2026 | May 01, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 18,857 | 558 | 0.02% | 0.02% | 561 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 18,285 | 557 | 0.19% | 0.25% | 564 | -6,306 | -25.64% | Q1 2026 | Apr 01, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 18,283 | 557 | 0.05% | 0.05% | 563 | +250 | 1.39% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 18,210 | 555 | 0.01% | 0.01% | 565 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Radnor Capital Management, LLC | History | No change | 18,210 | 555 | 0.08% | 0.08% | 566 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | No change | 17,125 | 554 | 0.23% | 0.25% | 567 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NorthRock Partners, LLC | History | Added to | 18,134 | 553 | 0.01% | 0.01% | 568 | +223 | 1.25% | Q1 2026 | May 15, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 17,886 | 545 | 0.23% | 0.23% | 569 | -354 | -1.94% | Q1 2026 | May 15, 2026 |
| Goldstein Advisors, LLC | History | No change | 17,788 | 542 | 0.06% | 0.06% | 570 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 17,597 | 537 | 0.01% | 0.01% | 571 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Elm Partners Management LLC | History | Added to | 17,882 | 534 | 0.02% | 0.02% | 573 | +1 | 0.01% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 18,068 | 534 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | New | 17,416 | 531 | 0.0% | — | 574 | +17,416 | New | Q1 2026 | May 12, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 17,326 | 528 | 0.14% | 0.12% | 575 | +290 | 1.7% | Q1 2026 | May 11, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Added to | 17,319 | 528 | 0.19% | 0.17% | 576 | +81 | 0.47% | Q1 2026 | Apr 10, 2026 |
| Archvest Wealth Advisors, Inc. | History | New | 17,254 | 526 | 0.34% | — | 578 | +17,254 | New | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 17,267 | 526 | 0.08% | 0.07% | 577 | +290 | 1.71% | Q1 2026 | May 15, 2026 |
| Basepoint Wealth LLC | History | Added to | 16,809 | 512 | 0.29% | 0.28% | 579 | +961 | 6.06% | Q1 2026 | May 07, 2026 |
| FULTON BANK, N.A. | History | No change | 16,779 | 511 | 0.02% | 0.02% | 580 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Lynx Investment Advisory | History | Reduced | 16,498 | 503 | 0.24% | 0.28% | 582 | -697 | -4.05% | Q1 2026 | Apr 24, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 16,516 | 503 | 0.21% | 0.2% | 581 | -260 | -1.55% | Q1 2026 | Apr 23, 2026 |
| CITIGROUP INC | History | Added to | 16,120 | 491 | 0.0% | 0.0% | 583 | +1,454 | 9.91% | Q1 2026 | May 11, 2026 |
| Smith Salley Wealth Management | History | No change | 16,042 | 489 | 0.02% | 0.02% | 584 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 16,030 | 488 | 0.03% | 0.04% | 585 | -91 | -0.56% | Q1 2026 | May 14, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 15,886 | 484 | 0.05% | 0.08% | 587 | -8,570 | -35.04% | Q1 2026 | May 15, 2026 |
| TruNorth Capital Management, LLC | History | No change | 15,885 | 484 | 0.09% | 0.09% | 586 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Brickley Wealth Management | History | Reduced | 15,805 | 482 | 0.08% | 0.08% | 588 | -18 | -0.11% | Q1 2026 | May 04, 2026 |
| Total Wealth Planning, LLC | History | No change | 16,150 | 478 | 1.02% | 1.02% | 589 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| American Investment Services, Inc. | History | No change | 15,663 | 477 | 0.11% | 0.11% | 590 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 15,610 | 476 | 0.03% | 0.03% | 591 | -174 | -1.1% | Q1 2026 | Apr 27, 2026 |
| THEORY FINANCIAL LLC | History | No change | 15,618 | 476 | 0.17% | 0.16% | 592 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cascade Investment Advisors, Inc. | History | Added to | 15,574 | 475 | 0.28% | 0.26% | 593 | +650 | 4.36% | Q1 2026 | Apr 13, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | No change | 15,518 | 473 | 0.1% | 0.11% | 594 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 15,395 | 469 | 0.01% | 0.01% | 595 | +4 | 0.03% | Q1 2026 | Apr 07, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 15,362 | 468 | 0.05% | 0.05% | 596 | -1,188 | -7.18% | Q1 2026 | May 05, 2026 |
| Geometric Wealth Advisors | History | Added to | 15,206 | 463 | 0.06% | 0.06% | 598 | +378 | 2.55% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 15,024 | 463 | 0.01% | 0.01% | 597 | -252 | -1.65% | Q1 2026 | Apr 28, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 15,166 | 462 | 0.07% | 0.11% | 599 | -8,570 | -36.11% | Q1 2026 | May 11, 2026 |
| Payne Capital LLC | History | Reduced | 15,162 | 462 | 0.42% | 0.49% | 600 | -1,104 | -6.79% | Q1 2026 | Apr 20, 2026 |
| MAYPORT, LLC | History | Added to | 15,143 | 461 | 0.09% | 0.08% | 601 | +2,117 | 16.25% | Q1 2026 | Apr 21, 2026 |
| Wealth Dimensions Group, Ltd. | History | New | 15,114 | 460 | 0.09% | — | 602 | +15,114 | New | Q1 2026 | May 11, 2026 |
| Princeton Global Asset Management LLC | History | No change | 15,040 | 458 | 0.07% | 0.07% | 603 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 15,003 | 457 | 0.08% | 0.09% | 604 | -1,734 | -10.36% | Q1 2026 | Apr 17, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 14,787 | 450 | 0.06% | 0.06% | 605 | +630 | 4.45% | Q1 2026 | Apr 07, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 14,717 | 448 | 0.19% | 0.2% | 606 | -62 | -0.42% | Q1 2026 | Apr 08, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 14,649 | 446 | 0.06% | 0.06% | 607 | -2,176 | -12.93% | Q1 2026 | Apr 27, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 14,547 | 443 | 0.01% | 0.0% | 608 | +6,107 | 72.36% | Q1 2026 | May 11, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Added to | 14,389 | 439 | 0.01% | 0.01% | 609 | +365 | 2.6% | Q1 2026 | May 12, 2026 |
| Diversified Investment Strategies, LLC | History | No change | 14,284 | 435 | 0.28% | 0.28% | 610 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SageView Advisory Group, LLC | History | No change | 14,703 | 435 | 0.01% | 0.01% | 611 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Schwallier Wealth Management LLC | History | Added to | 14,236 | 434 | 0.32% | 0.28% | 612 | +58 | 0.41% | Q1 2026 | May 05, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 14,200 | 433 | 0.01% | 0.01% | 613 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 14,139 | 431 | 0.01% | — | 614 | +14,139 | New | Q1 2026 | Apr 29, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 14,109 | 430 | 0.04% | 0.04% | 615 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Schrum Private Wealth Management LLC | History | Added to | 14,031 | 427 | 0.33% | 0.31% | 616 | +5 | 0.04% | Q1 2026 | May 08, 2026 |
| SACHEM HILL LLC | History | Reduced | 13,958 | 425 | 0.08% | 0.08% | 618 | -66 | -0.47% | Q1 2026 | May 13, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 13,953 | 425 | 0.15% | 0.16% | 617 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sigma Planning Corp | History | Added to | 13,922 | 424 | 0.01% | 0.01% | 619 | +1,263 | 9.98% | Q1 2026 | May 04, 2026 |
| FLC Capital Advisors | History | Added to | 13,833 | 421 | 0.08% | 0.07% | 620 | +296 | 2.19% | Q1 2026 | May 01, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 13,631 | 415 | 0.24% | 0.25% | 621 | +17 | 0.12% | Q1 2026 | May 12, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 13,571 | 413 | 0.1% | 0.16% | 622 | -7,739 | -36.32% | Q1 2026 | Apr 03, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 13,490 | 411 | 0.03% | 0.03% | 623 | -374 | -2.7% | Q1 2026 | May 12, 2026 |
| Traveka Wealth, LLC | History | Added to | 13,496 | 411 | 0.16% | 0.16% | 624 | +286 | 2.17% | Q1 2026 | Apr 22, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 13,462 | 410 | 0.01% | 0.0% | 626 | +1,754 | 14.98% | Q1 2026 | May 12, 2026 |
| True Vision MN LLC | History | Reduced | 13,456 | 410 | 0.21% | 0.21% | 627 | -398 | -2.87% | Q1 2026 | Apr 16, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 13,446 | 410 | 0.01% | 0.01% | 625 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 13,258 | 404 | 0.03% | 0.02% | 628 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Westmount Partners, LLC | History | No change | 13,277 | 404 | 0.1% | 0.1% | 629 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SCS Capital Management LLC | History | Reduced | 13,234 | 403 | 0.0% | 0.01% | 630 | -24,238 | -64.68% | Q1 2026 | May 11, 2026 |
| Meredith Wealth Planning | History | No change | 13,224 | 403 | 0.11% | 0.12% | 631 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Reduced | 13,073 | 398 | 0.19% | 0.2% | 632 | -1,594 | -10.87% | Q1 2026 | May 12, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | No change | 13,074 | 398 | 0.11% | 0.12% | 633 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | No change | 12,816 | 390 | 0.09% | 0.09% | 634 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 12,120 | 388 | 0.16% | 0.17% | 635 | +9 | 0.07% | Q1 2026 | Apr 22, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 12,687 | 386 | 0.02% | 0.02% | 636 | +57 | 0.45% | Q1 2026 | Apr 30, 2026 |
| Phil A. Younker & Associates, Ltd. | History | No change | 12,660 | 386 | 0.26% | 0.26% | 637 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Reduced | 12,567 | 383 | 0.24% | 0.27% | 640 | -890 | -6.61% | Q1 2026 | Apr 27, 2026 |
| LifeSteps Financial, Inc. | History | Reduced | 12,564 | 383 | 0.24% | 0.25% | 638 | -879 | -6.54% | Q1 2026 | Apr 22, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 12,590 | 383 | 0.11% | 0.11% | 639 | -616 | -4.66% | Q1 2026 | Apr 22, 2026 |
| Mengis Capital Management, Inc. | History | Reduced | 12,532 | 382 | 0.07% | 0.07% | 641 | -161 | -1.27% | Q1 2026 | May 12, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 12,500 | 381 | 0.14% | 0.16% | 642 | -2,331 | -15.72% | Q1 2026 | May 14, 2026 |
| Allied Investment Advisors, LLC | History | No change | 12,451 | 379 | 0.05% | 0.06% | 643 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cambridge Advisors Inc. | History | Added to | 12,394 | 378 | 0.07% | 0.07% | 644 | +7 | 0.06% | Q1 2026 | Apr 16, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 12,365 | 377 | 0.02% | 0.02% | 645 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 12,350 | 376 | 0.0% | 0.0% | 647 | +2,383 | 23.91% | Q1 2026 | May 11, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 12,355 | 376 | 0.04% | 0.04% | 646 | -2,123 | -14.66% | Q1 2026 | May 07, 2026 |
| Signature Equity Partners, LLC | History | Added to | 12,265 | 374 | 0.2% | 0.19% | 648 | +681 | 5.88% | Q1 2026 | May 13, 2026 |
| Hurley Capital, LLC | History | Added to | 12,247 | 373 | 0.2% | 0.2% | 649 | +17 | 0.14% | Q1 2026 | May 06, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 12,156 | 370 | 0.26% | 0.24% | 650 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Chesley Taft & Associates LLC | History | No change | 12,130 | 369 | 0.02% | 0.01% | 651 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 12,035 | 367 | 0.05% | 0.06% | 652 | -1,941 | -13.89% | Q1 2026 | Apr 27, 2026 |
| Atria Investments, Inc | History | Added to | 11,920 | 363 | 0.0% | 0.0% | 653 | +493 | 4.31% | Q1 2026 | May 05, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 11,640 | 355 | 0.08% | 0.08% | 654 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 11,561 | 353 | 0.0% | 0.0% | 655 | -1,622 | -12.3% | Q1 2026 | May 13, 2026 |
| LWM ADVISORS INC | History | Added to | 11,515 | 351 | 0.3% | 0.3% | 656 | +6 | 0.05% | Q1 2026 | Apr 10, 2026 |
| American Trust | History | Reduced | 11,507 | 350 | 0.03% | 0.04% | 657 | -4,361 | -27.48% | Q1 2026 | May 01, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 11,457 | 349 | 0.07% | 0.06% | 658 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Austin Asset Management Co Inc | History | No change | 11,439 | 348 | 0.06% | 0.06% | 659 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| AIMZ Investment Advisors, LLC | History | No change | 11,400 | 347 | 0.11% | 0.1% | 660 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MB Generational Wealth, LLC | History | No change | 11,382 | 347 | 0.19% | 0.18% | 661 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sterling Wealth Advisors Inc | History | No change | 10,780 | 345 | 0.2% | 0.19% | 662 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| First Western Trust Bank | History | No change | 11,304 | 344 | 0.02% | 0.02% | 663 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Fortis Capital Management LLC | History | Added to | 11,269 | 343 | 0.04% | 0.04% | 664 | +1 | 0.01% | Q1 2026 | May 11, 2026 |
| Tandem Financial, LLC | History | New | 11,213 | 341 | 0.11% | — | 665 | +11,213 | New | Q1 2026 | May 08, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 11,163 | 340 | 0.0% | 0.0% | 666 | -6,538 | -36.94% | Q1 2026 | May 05, 2026 |
| Mirador Capital Partners LP | History | Added to | 11,083 | 338 | 0.05% | 0.04% | 667 | +298 | 2.76% | Q1 2026 | Apr 08, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 11,040 | 336 | 0.06% | 0.05% | 668 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Advisory Alpha, LLC | History | New | 10,974 | 334 | 0.01% | — | 670 | +10,974 | New | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 10,957 | 334 | 0.02% | 0.01% | 669 | +4 | 0.04% | Q1 2026 | May 18, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 11,234 | 333 | 0.24% | 0.22% | 671 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Reduced | 10,859 | 331 | 0.15% | 0.17% | 673 | -1,450 | -11.78% | Q1 2026 | May 05, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 10,873 | 331 | 0.21% | 0.21% | 672 | -698 | -6.03% | Q1 2026 | Apr 15, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 10,812 | 329 | 0.03% | 0.03% | 674 | +35 | 0.32% | Q1 2026 | May 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 10,608 | 323 | 0.01% | — | 676 | +10,608 | New | Q1 2026 | Apr 27, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 10,619 | 323 | 0.19% | 0.18% | 675 | +35 | 0.33% | Q1 2026 | May 14, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | New | 10,500 | 320 | 0.0% | — | 677 | +10,500 | New | Q1 2026 | May 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 10,450 | 318 | 0.02% | 0.02% | 678 | +51 | 0.49% | Q1 2026 | Apr 20, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 10,452 | 318 | 0.0% | 0.0% | 679 | +21 | 0.2% | Q1 2026 | Apr 17, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 9,943 | 317 | 0.05% | 0.03% | 681 | -25,709 | -72.11% | Q1 2026 | May 01, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 10,417 | 317 | 0.0% | 0.0% | 680 | -796 | -7.1% | Q1 2026 | May 08, 2026 |
| Disciplined Investors, L.L.C. | History | Reduced | 10,405 | 317 | 0.19% | 0.21% | 682 | -298 | -2.78% | Q1 2026 | May 12, 2026 |
| PUREfi Wealth, LLC | History | New | 10,353 | 315 | 0.21% | — | 684 | +10,353 | New | Q1 2026 | Apr 28, 2026 |
| Truepoint, Inc. | History | Reduced | 10,329 | 315 | 0.01% | 0.01% | 683 | -17 | -0.16% | Q1 2026 | May 08, 2026 |
| Hardin Capital Partners, LLC | History | No change | 10,276 | 313 | 0.15% | 0.14% | 685 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Bragg Financial Advisors, Inc | History | New | 10,245 | 312 | 0.01% | — | 687 | +10,245 | New | Q1 2026 | May 15, 2026 |
| Trust Point Inc. | History | Added to | 10,249 | 312 | 0.03% | 0.02% | 686 | +1,802 | 21.33% | Q1 2026 | Apr 15, 2026 |
| TrustWell Financial Advisors, LLC | History | No change | 10,199 | 311 | 0.29% | 0.29% | 688 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Code Waechter LLC | History | No change | 10,166 | 310 | 0.18% | 0.19% | 689 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Front Row Advisors LLC | History | Added to | 10,052 | 306 | 0.1% | 0.1% | 690 | +65 | 0.65% | Q1 2026 | May 19, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 10,031 | 305 | 0.11% | 0.11% | 691 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 9,995 | 304 | 0.0% | 0.0% | 692 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Shearwater Capital LLC | History | No change | 9,992 | 304 | 0.16% | 0.17% | 693 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Waterfront Wealth Inc. | History | No change | 9,846 | 300 | 0.06% | 0.06% | 694 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Valmark Advisers, Inc. | History | Added to | 9,806 | 299 | 0.0% | 0.0% | 695 | +1,492 | 17.95% | Q1 2026 | May 01, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 9,824 | 299 | 0.11% | 0.15% | 696 | -23 | -0.23% | Q1 2026 | May 12, 2026 |
| Klingman & Associates, LLC | History | Reduced | 9,787 | 298 | 0.01% | 0.02% | 697 | -969 | -9.01% | Q1 2026 | May 14, 2026 |
| Bensler, LLC | History | Added to | 9,797 | 298 | 0.03% | 0.03% | 698 | +9 | 0.09% | Q1 2026 | May 01, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 9,770 | 297 | 0.02% | 0.02% | 699 | -1,260 | -11.42% | Q1 2026 | Apr 08, 2026 |
| RBA Wealth Management, LLC | History | Reduced | 9,765 | 297 | 0.11% | 0.1% | 700 | -66 | -0.67% | Q1 2026 | Apr 22, 2026 |
| Forza Wealth Management, LLC | History | No change | 9,768 | 297 | 0.1% | 0.1% | 701 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| IF Advisors, LLC | History | New | 9,680 | 295 | 0.21% | — | 703 | +9,680 | New | Q1 2026 | May 13, 2026 |
| Acropolis Investment Management, LLC | History | No change | 9,684 | 295 | 0.01% | 0.01% | 702 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Marble Wealth, LLC | History | Added to | 9,636 | 293 | 0.05% | 0.04% | 704 | +4 | 0.04% | Q1 2026 | May 14, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 9,598 | 292 | 0.08% | 0.11% | 705 | +679 | 7.61% | Q1 2026 | Apr 08, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 9,519 | 290 | 0.19% | 0.19% | 706 | -77 | -0.8% | Q1 2026 | Apr 13, 2026 |
| Bellwether Advisors, LLC | History | No change | 9,473 | 288 | 0.05% | 0.04% | 707 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Curi Capital, LLC | History | No change | 9,355 | 285 | 0.01% | 0.0% | 708 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 9,337 | 284 | 0.04% | 0.07% | 709 | -10,273 | -52.39% | Q1 2026 | Apr 10, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 9,297 | 283 | 0.18% | 0.23% | 710 | -2,122 | -18.58% | Q1 2026 | Apr 23, 2026 |
| Legacy Edge Advisors, LLC | History | New | 9,246 | 282 | 0.03% | — | 712 | +9,246 | New | Q1 2026 | May 11, 2026 |
| Marotta Asset Management | History | Reduced | 9,220 | 282 | 0.05% | 0.06% | 711 | -1,730 | -15.8% | Q1 2026 | Apr 27, 2026 |
| Frisch Financial Group, Inc. | History | New | 9,187 | 280 | 0.06% | — | 713 | +9,187 | New | Q1 2026 | May 05, 2026 |
| PFG Investments, LLC | History | New | 9,185 | 280 | 0.01% | — | 714 | +9,185 | New | Q1 2026 | Apr 27, 2026 |
| BECK MACK & OLIVER LLC | History | No change | 9,134 | 278 | 0.01% | 0.0% | 715 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Forum Financial Management, LP | History | Added to | 9,092 | 277 | 0.0% | 0.0% | 717 | +1,266 | 16.18% | Q1 2026 | Apr 23, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 9,380 | 277 | 0.0% | 0.0% | 716 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 9,062 | 276 | 0.09% | 0.09% | 719 | -341 | -3.63% | Q1 2026 | Apr 09, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 9,070 | 276 | 0.09% | 0.1% | 718 | -293 | -3.13% | Q1 2026 | Apr 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 9,039 | 275 | 0.01% | 0.01% | 720 | -300 | -3.21% | Q1 2026 | Apr 15, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Added to | 9,014 | 274 | 0.01% | 0.01% | 721 | +367 | 4.24% | Q1 2026 | Apr 24, 2026 |
| IAG Wealth Partners, LLC | History | No change | 9,000 | 274 | 0.03% | 0.03% | 722 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | No change | 8,999 | 274 | 0.18% | 0.17% | 723 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 8,960 | 273 | 0.06% | 0.06% | 725 | +10 | 0.11% | Q1 2026 | May 14, 2026 |
| Aspen Investment Management Inc | History | Added to | 8,953 | 273 | 0.08% | 0.08% | 724 | +7 | 0.08% | Q1 2026 | Apr 15, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 8,928 | 272 | 0.01% | 0.01% | 726 | +1,326 | 17.44% | Q1 2026 | May 15, 2026 |
| Clark Wealth Partners | History | Added to | 8,928 | 272 | 0.18% | 0.16% | 727 | +34 | 0.38% | Q1 2026 | May 11, 2026 |
| VANGUARD ADVISERS INC | History | New | 8,887 | 271 | 0.0% | — | 730 | +8,887 | New | Q1 2026 | May 08, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 8,899 | 271 | 0.04% | 0.04% | 729 | +34 | 0.38% | Q1 2026 | Apr 24, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 8,910 | 271 | 0.0% | 0.0% | 728 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Stonebrook Private Inc. | History | No change | 8,862 | 270 | 0.06% | 0.05% | 731 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Millennium Capital Advisors, LLC | History | Reduced | 8,852 | 269 | 0.17% | 0.16% | 732 | -600 | -6.35% | Q1 2026 | May 11, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 8,799 | 268 | 0.08% | 0.08% | 733 | +37 | 0.42% | Q1 2026 | Apr 30, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 8,754 | 266 | 0.06% | 0.05% | 734 | +841 | 10.63% | Q1 2026 | Apr 15, 2026 |
| Diversified Trust Co | History | Added to | 8,714 | 265 | 0.0% | 0.0% | 736 | +15 | 0.17% | Q1 2026 | Apr 16, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | No change | 8,691 | 265 | 0.13% | 0.13% | 735 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 8,610 | 262 | 0.04% | 0.03% | 738 | +2,121 | 32.69% | Q1 2026 | Apr 17, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 8,612 | 262 | 0.02% | 0.03% | 737 | -1,978 | -18.68% | Q1 2026 | Apr 15, 2026 |
| TCFG Investment Advisors, LLC | History | New | 8,508 | 259 | 0.1% | — | 741 | +8,508 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 8,508 | 259 | 0.1% | 0.1% | 739 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Matisse Capital | History | No change | 8,503 | 259 | 0.11% | 0.11% | 740 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 8,485 | 258 | 0.0% | 0.0% | 742 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 8,399 | 256 | 0.1% | 0.09% | 743 | +1,154 | 15.93% | Q1 2026 | May 11, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 8,419 | 256 | 0.02% | 0.02% | 744 | +79 | 0.95% | Q1 2026 | May 07, 2026 |
| Focused Wealth Management, Inc | History | Added to | 8,381 | 255 | 0.03% | 0.03% | 745 | +39 | 0.47% | Q1 2026 | Apr 20, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 8,301 | 253 | 0.21% | 0.21% | 746 | +38 | 0.46% | Q1 2026 | Apr 22, 2026 |
| Lutz Financial Services LLC | History | No change | 8,275 | 252 | 0.02% | 0.02% | 747 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Reduced | 8,218 | 250 | 0.17% | 0.18% | 749 | -312 | -3.66% | Q1 2026 | Apr 20, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 8,215 | 250 | 0.07% | 0.07% | 748 | +28 | 0.34% | Q1 2026 | Apr 20, 2026 |
| Essex LLC | History | Added to | 8,176 | 249 | 0.04% | 0.04% | 751 | +685 | 9.14% | Q1 2026 | Apr 24, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Added to | 8,188 | 249 | 0.1% | 0.1% | 750 | +97 | 1.2% | Q1 2026 | Apr 28, 2026 |
| Strategic Financial Concepts, LLC | History | New | 8,132 | 248 | 0.06% | — | 754 | +8,132 | New | Q1 2026 | May 12, 2026 |
| Carnegie Investment Counsel | History | Reduced | 8,134 | 248 | 0.0% | 0.0% | 752 | -906 | -10.02% | Q1 2026 | May 01, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 8,163 | 248 | 0.06% | 0.06% | 753 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 8,104 | 247 | 0.01% | 0.01% | 756 | -445 | -5.21% | Q1 2026 | May 11, 2026 |
| VANGUARD GROUP INC | History | No change | 8,350 | 247 | 0.0% | 0.0% | 755 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ADVOCATE GROUP LLC | History | No change | 8,100 | 247 | 0.04% | 0.04% | 757 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MOTCO | History | New | 8,094 | 246 | 0.02% | — | 759 | +8,094 | New | Q1 2026 | Apr 22, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Reduced | 8,096 | 246 | 0.06% | 0.06% | 758 | -905 | -10.05% | Q1 2026 | May 13, 2026 |
| GS Investments, Inc. | History | Reduced | 8,062 | 245 | 0.14% | 0.13% | 760 | -147 | -1.79% | Q1 2026 | May 06, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 8,008 | 244 | 0.17% | 0.01% | 761 | +7,720 | 2680.56% | Q1 2026 | Apr 07, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 7,943 | 242 | 0.02% | 0.03% | 763 | +2 | 0.03% | Q1 2026 | May 12, 2026 |
| CWA Asset Management Group, LLC | History | No change | 7,941 | 242 | 0.01% | 0.01% | 762 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 7,878 | 240 | 0.02% | 0.02% | 764 | -190 | -2.35% | Q1 2026 | May 01, 2026 |
| G&S Capital LLC | History | Added to | 7,890 | 240 | 0.08% | 0.08% | 765 | +15 | 0.19% | Q1 2026 | Apr 07, 2026 |
| Leo Wealth, LLC | History | Reduced | 7,846 | 239 | 0.02% | 0.02% | 766 | -843 | -9.7% | Q1 2026 | May 05, 2026 |
| Clark Asset Management, LLC | History | No change | 7,863 | 239 | 0.02% | 0.02% | 767 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Parkside Financial Bank & Trust | History | No change | 7,836 | 238 | 0.02% | 0.02% | 768 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Guardian Asset Advisors, LLC | History | Reduced | 7,776 | 237 | 0.14% | 0.15% | 769 | -2,025 | -20.66% | Q1 2026 | May 14, 2026 |
| LEGACY SOLUTIONS, LLC | History | Reduced | 7,798 | 237 | 0.22% | 0.21% | 770 | -155 | -1.95% | Q1 2026 | Apr 07, 2026 |
| Granite Bay Wealth Management, LLC | History | Added to | 7,757 | 236 | 0.05% | 0.05% | 772 | +36 | 0.47% | Q1 2026 | May 01, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 7,758 | 236 | 0.0% | 0.0% | 771 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| AlphaCore Capital LLC | History | Reduced | 7,701 | 234 | 0.01% | 0.01% | 773 | -396 | -4.89% | Q1 2026 | May 15, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 7,676 | 234 | 0.2% | 0.2% | 774 | +23 | 0.3% | Q1 2026 | May 07, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 7,671 | 233 | 0.01% | 0.01% | 775 | -609 | -7.36% | Q1 2026 | Apr 07, 2026 |
| Sunrise Financial Services, LLC | History | Added to | 7,639 | 232 | 0.16% | 0.16% | 777 | +612 | 8.71% | Q1 2026 | Apr 29, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | No change | 7,626 | 232 | 0.03% | 0.03% | 776 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| William Howard & Co Financial Advisors Inc | History | Reduced | 7,595 | 231 | 0.2% | 0.2% | 780 | -354 | -4.45% | Q1 2026 | Apr 30, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 7,600 | 231 | 0.05% | 0.05% | 778 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 7,586 | 231 | 0.01% | 0.01% | 779 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | No change | 7,593 | 231 | 0.17% | 0.17% | 781 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Claro Advisors Inc. | History | New | 7,528 | 229 | 0.03% | — | 782 | +7,528 | New | Q1 2026 | Apr 21, 2026 |
| TritonPoint Partners, LLC | History | New | 7,518 | 229 | 0.08% | — | 783 | +7,518 | New | Q1 2026 | Apr 28, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 7,470 | 227 | 0.02% | — | 785 | +7,470 | New | Q1 2026 | May 04, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 7,446 | 227 | 0.01% | 0.01% | 784 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WEDGEWOOD INVESTORS INC /PA/ | History | No change | 7,389 | 225 | 0.26% | 0.25% | 786 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Synergy Financial Group, LTD | History | No change | 7,398 | 225 | 0.17% | 0.15% | 787 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 7,367 | 224 | 0.01% | 0.01% | 788 | -1,977 | -21.16% | Q1 2026 | Apr 22, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | New | 7,338 | 223 | 0.08% | — | 789 | +7,338 | New | Q1 2026 | May 14, 2026 |
| Keudell/Morrison Wealth Management | History | New | 7,300 | 222 | 0.05% | — | 790 | +7,300 | New | Q1 2026 | Apr 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 7,273 | 221 | 0.02% | 0.01% | 791 | +2,766 | 61.37% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | No change | 7,223 | 220 | 0.01% | 0.01% | 792 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 7,192 | 219 | 0.08% | 0.08% | 793 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Northwest Capital Management Inc | History | No change | 7,418 | 219 | 0.95% | 0.95% | 794 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Eddie Patel Inc | History | New | 7,121 | 217 | 0.17% | — | 797 | +7,121 | New | Q1 2026 | May 11, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 7,125 | 217 | 0.01% | 0.01% | 796 | -1,550 | -17.87% | Q1 2026 | May 14, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 6,901 | 217 | 0.04% | 0.05% | 795 | -842 | -10.87% | Q1 2026 | Apr 09, 2026 |
| CORE WEALTH ADVISORS, LLC | History | No change | 7,090 | 216 | 0.17% | 0.16% | 798 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| COMMERCE BANK | History | No change | 7,071 | 215 | 0.0% | 0.0% | 799 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Leading Edge Financial Planning LLC | History | No change | 7,061 | 215 | 0.05% | 0.05% | 800 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Empower Advisory Group, LLC | History | New | 7,038 | 214 | 0.0% | — | 802 | +7,038 | New | Q1 2026 | May 14, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 7,031 | 214 | 0.01% | 0.01% | 801 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 7,006 | 213 | 0.13% | 0.13% | 804 | -44 | -0.62% | Q1 2026 | Apr 21, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 7,201 | 213 | 0.07% | 0.07% | 803 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 6,902 | 210 | 0.01% | 0.02% | 806 | -541 | -7.27% | Q1 2026 | May 07, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 6,903 | 210 | 0.01% | 0.01% | 805 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 6,891 | 210 | 0.04% | 0.04% | 807 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| VestGen Advisors, LLC | History | New | 6,369 | 209 | 0.01% | — | 812 | +6,369 | New | Q1 2026 | May 14, 2026 |
| Hamilton Capital, LLC | History | No change | 6,885 | 209 | 0.01% | 0.01% | 808 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GoalVest Advisory LLC | History | No change | 6,873 | 209 | 0.04% | 0.04% | 809 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FRG Family Wealth Advisors LLC | History | No change | 6,861 | 209 | 0.03% | 0.03% | 810 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CVFG LLC | History | No change | 6,858 | 209 | 0.03% | 0.14% | 811 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 6,847 | 208 | 0.0% | — | 813 | +6,847 | New | Q1 2026 | May 12, 2026 |
| Wealth Management Nebraska | History | No change | 6,798 | 207 | 0.02% | 0.02% | 814 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FSA Advisors, Inc. | History | New | 6,767 | 206 | 0.14% | — | 816 | +6,767 | New | Q1 2026 | May 06, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 6,765 | 206 | 0.01% | 0.01% | 815 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Saxony Capital Management, LLC | History | New | 6,739 | 205 | 0.12% | — | 819 | +6,739 | New | Q1 2026 | Apr 24, 2026 |
| Crestwood Advisors Group, LLC | History | New | 6,738 | 205 | 0.0% | — | 818 | +6,738 | New | Q1 2026 | May 05, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 6,727 | 205 | 0.03% | — | 817 | +6,727 | New | Q1 2026 | Apr 29, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 6,711 | 204 | 0.1% | 0.11% | 820 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 6,642 | 202 | 0.0% | 0.0% | 821 | -21,411 | -76.32% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | New | 6,606 | 201 | 0.01% | — | 824 | +6,606 | New | Q1 2026 | Apr 28, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 6,604 | 201 | 0.18% | — | 825 | +6,604 | New | Q1 2026 | May 07, 2026 |
| Legacy Financial Group LLC | History | Added to | 6,612 | 201 | 0.03% | 0.03% | 822 | +30 | 0.46% | Q1 2026 | May 04, 2026 |
| KW WEALTH MANAGEMENT LLC | History | No change | 6,819 | 201 | 0.31% | 0.31% | 823 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Orographic Financial Advisors, LLC | History | New | 6,584 | 200 | 0.14% | — | 827 | +6,584 | New | Q1 2026 | May 19, 2026 |
| PFG Advisors | History | Reduced | 6,575 | 200 | 0.01% | 0.01% | 826 | -3,790 | -36.57% | Q1 2026 | May 05, 2026 |
| Missouri Trust & Investment Co | History | Added to | 6,467 | 197 | 0.06% | 0.04% | 828 | +1,807 | 38.78% | Q1 2026 | May 14, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 6,399 | 195 | 0.01% | 0.01% | 829 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wealth Preservation Advisors, LLC | History | Reduced | 6,357 | 193 | 0.16% | 0.24% | 831 | -9,563 | -60.07% | Q1 2026 | May 15, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 6,338 | 193 | 0.15% | 0.16% | 832 | -92 | -1.43% | Q1 2026 | Apr 07, 2026 |
| Legacy Bridge, LLC | History | No change | 6,341 | 193 | 0.07% | 0.08% | 830 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 6,300 | 192 | 0.04% | 0.04% | 833 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 6,158 | 187 | 0.02% | 0.03% | 834 | -73 | -1.17% | Q1 2026 | Apr 15, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 5,540 | 168 | 0.05% | 0.05% | 835 | +13 | 0.24% | Q1 2026 | Apr 24, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 5,504 | 167 | 0.04% | 0.04% | 836 | +5 | 0.09% | Q1 2026 | May 01, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 5,320 | 162 | 0.01% | 0.01% | 837 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 5,289 | 161 | 0.08% | 0.07% | 838 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 5,080 | 155 | 0.0% | 0.0% | 839 | +227 | 4.68% | Q1 2026 | May 01, 2026 |
| MeadowBrook Investment Advisors LLC | History | Reduced | 4,905 | 149 | 0.13% | 0.13% | 840 | -100 | -2.0% | Q1 2026 | Apr 22, 2026 |
| Costello Asset Management, INC | History | Added to | 4,768 | 145 | 0.05% | 0.05% | 841 | +13 | 0.27% | Q1 2026 | Apr 30, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 4,741 | 144 | 0.06% | 0.06% | 842 | +7 | 0.15% | Q1 2026 | May 01, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 4,699 | 143 | 0.01% | — | 844 | +4,699 | New | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 4,695 | 143 | 0.0% | 0.0% | 843 | +2,929 | 165.86% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 4,630 | 141 | 0.01% | 0.01% | 845 | +25 | 0.54% | Q1 2026 | Apr 30, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 4,571 | 139 | 0.0% | — | 846 | +4,571 | New | Q1 2026 | May 11, 2026 |
| Kennebec Savings Bank | History | Reduced | 4,531 | 138 | 0.12% | 0.2% | 847 | -3,388 | -42.78% | Q1 2026 | Apr 17, 2026 |
| TD Capital Management LLC | History | Added to | 4,473 | 136 | 0.01% | 0.01% | 848 | +21 | 0.47% | Q1 2026 | May 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 4,306 | 131 | 0.07% | 0.07% | 849 | +12 | 0.28% | Q1 2026 | May 15, 2026 |
| Gleason Group, Inc. | History | New | 4,176 | 127 | 0.01% | — | 851 | +4,176 | New | Q1 2026 | May 04, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 4,183 | 127 | 0.01% | 0.0% | 850 | +3,000 | 253.59% | Q1 2026 | May 04, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 3,982 | 121 | 0.04% | 0.04% | 852 | -328 | -7.61% | Q1 2026 | Apr 22, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 3,921 | 119 | 0.01% | 0.01% | 853 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Robbins Farley | History | Reduced | 3,838 | 117 | 0.05% | 0.05% | 854 | -3 | -0.08% | Q1 2026 | Apr 17, 2026 |
| Operose Advisors LLC | History | Added to | 3,704 | 112 | 0.03% | 0.01% | 855 | +2,915 | 369.46% | Q1 2026 | May 12, 2026 |
| Root Financial Partners, LLC | History | Added to | 3,668 | 111 | 0.01% | 0.0% | 856 | +389 | 11.86% | Q1 2026 | Apr 24, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 3,375 | 107 | 0.13% | 0.27% | 859 | -3,325 | -49.63% | Q1 2026 | Apr 29, 2026 |
| NWK Group, Inc. | History | Added to | 3,524 | 107 | 0.04% | 0.01% | 858 | +2,108 | 148.87% | Q1 2026 | May 07, 2026 |
| HOWE & RUSLING INC | History | Added to | 3,520 | 107 | 0.01% | 0.01% | 857 | +50 | 1.44% | Q1 2026 | Apr 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 3,370 | 102 | 0.0% | — | 860 | +3,370 | New | Q1 2026 | May 13, 2026 |
| Crews Bank & Trust | History | No change | 3,186 | 97 | 0.01% | 0.01% | 861 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Evensky & Katz LLC | History | Added to | 3,081 | 94 | 0.01% | 0.01% | 862 | +8 | 0.26% | Q1 2026 | Apr 22, 2026 |
| Kozak & Associates, Inc. | History | Added to | 2,905 | 92 | 0.02% | 0.02% | 863 | +14 | 0.48% | Q1 2026 | Apr 14, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 3,000 | 91 | 0.02% | 0.02% | 864 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Citizens National Bank Trust Department | History | No change | 2,965 | 90 | 0.01% | 0.02% | 865 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Peachtree Investment Partners, LLC | History | Added to | 2,900 | 88 | 0.03% | 0.0% | 866 | +2,502 | 628.64% | Q1 2026 | May 08, 2026 |
| Founders Financial Alliance, LLC | History | New | 2,876 | 87 | 0.02% | — | 867 | +2,876 | New | Q1 2026 | May 11, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 2,667 | 81 | 0.02% | 0.02% | 868 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 2,686 | 81 | 0.07% | 0.07% | 869 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BESSEMER GROUP INC | History | New | 2,549 | 78 | 0.0% | — | 870 | +2,549 | New | Q1 2026 | May 06, 2026 |
| SouthState Bank Corp | History | Reduced | 2,542 | 77 | 0.0% | 0.0% | 871 | -61 | -2.34% | Q1 2026 | May 05, 2026 |
| SRH ADVISORS, LLC | History | Reduced | 2,484 | 75 | 0.02% | 0.04% | 872 | -1,656 | -40.0% | Q1 2026 | Apr 29, 2026 |
| IFG Advisory, LLC | History | New | 2,276 | 69 | 0.2% | — | 873 | +2,276 | New | Q1 2026 | May 12, 2026 |
| Networth Advisors, LLC | History | New | 2,253 | 68 | 0.05% | — | 876 | +2,253 | New | Q1 2026 | Apr 22, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 2,244 | 68 | 0.03% | 0.03% | 874 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Caldwell Trust Co | History | No change | 2,235 | 68 | 0.01% | 0.01% | 875 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 2,227 | 67 | 0.03% | 0.03% | 877 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Hanson & Doremus Investment Management | History | No change | 2,175 | 66 | 0.01% | 0.01% | 878 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TSFG, LLC | History | No change | 2,088 | 64 | 0.01% | 0.01% | 879 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Spire Wealth Management | History | Reduced | 2,096 | 63 | 0.0% | 0.0% | 881 | -12 | -0.57% | Q1 2026 | Apr 22, 2026 |
| JNBA Financial Advisors | History | No change | 2,067 | 63 | 0.01% | 0.01% | 880 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Burk Holdings LLC | History | New | 2,007 | 61 | 0.03% | — | 882 | +2,007 | New | Q1 2026 | May 07, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 1,903 | 58 | 0.02% | — | 883 | +1,903 | New | Q1 2026 | May 06, 2026 |
| Ancora Advisors LLC | History | No change | 1,899 | 57 | 0.0% | 0.0% | 884 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pflug Koory, LLC | History | No change | 1,750 | 53 | 0.02% | 0.02% | 885 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 1,728 | 52 | 0.05% | — | 886 | +1,728 | New | Q1 2026 | May 05, 2026 |
| MTM Investment Management, LLC | History | Reduced | 1,619 | 49 | 0.02% | 0.02% | 889 | -466 | -22.35% | Q1 2026 | May 06, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 1,624 | 49 | 0.02% | 0.02% | 887 | -398 | -19.68% | Q1 2026 | Apr 17, 2026 |
| Key FInancial Inc | History | No change | 1,621 | 49 | 0.01% | 0.01% | 888 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 1,589 | 48 | 0.01% | 0.01% | 890 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Advisors LLC | History | Added to | 1,526 | 46 | 0.04% | 0.02% | 891 | +746 | 95.64% | Q1 2026 | May 01, 2026 |
| Blume Capital Management, Inc. | History | No change | 1,500 | 45 | 0.01% | 0.01% | 892 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 1,412 | 43 | 0.01% | 0.0% | 893 | +800 | 130.72% | Q1 2026 | Apr 28, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 1,275 | 41 | 0.02% | 0.02% | 894 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Family Capital Trust Co | History | Reduced | 1,281 | 39 | 0.01% | 0.01% | 895 | -18 | -1.39% | Q1 2026 | Apr 29, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 1,263 | 38 | 0.0% | 0.0% | 896 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 1,188 | 36 | 0.03% | 0.03% | 897 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| McIlrath & Eck, LLC | History | No change | 1,197 | 36 | 0.0% | 0.0% | 898 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Tidemark, LLC | History | No change | 1,200 | 36 | 0.01% | 0.01% | 899 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,176 | 34 | 0.01% | 0.01% | 900 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CVA Family Office, LLC | History | Reduced | 1,114 | 33 | 0.0% | 0.0% | 902 | -300 | -21.22% | Q1 2026 | Apr 29, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 1,092 | 33 | 0.01% | 0.01% | 903 | -36 | -3.19% | Q1 2026 | May 06, 2026 |
| Versant Capital Management, Inc | History | No change | 1,090 | 33 | 0.0% | 0.0% | 901 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 1,067 | 32 | 0.0% | 0.0% | 904 | -973 | -47.7% | Q1 2026 | Apr 16, 2026 |
| Ascentis Independent Advisors | History | New | 1,048 | 31 | 0.0% | — | 906 | +1,048 | New | Q1 2026 | Apr 28, 2026 |
| DAGCO, INC. | History | No change | 1,041 | 31 | 0.01% | 0.01% | 905 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 996 | 30 | 0.0% | 0.0% | 907 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 959 | 29 | 0.02% | — | 908 | +959 | New | Q1 2026 | May 15, 2026 |
| Jackson Hole Capital Partners, LLC | History | Reduced | 900 | 27 | 0.0% | 0.01% | 910 | -270 | -23.08% | Q1 2026 | May 08, 2026 |
| DT Investment Partners, LLC | History | No change | 894 | 27 | 0.0% | 0.0% | 909 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JPL Wealth Management, LLC | History | New | 885 | 26 | 0.01% | — | 913 | +885 | New | Q1 2026 | May 08, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 861 | 26 | 0.02% | — | 914 | +861 | New | Q1 2026 | May 14, 2026 |
| Abound Wealth Management | History | No change | 864 | 26 | 0.01% | 0.01% | 911 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 876 | 26 | 0.0% | 0.0% | 912 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 831 | 25 | 0.0% | 0.0% | 915 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Horizons Wealth Management | History | No change | 838 | 25 | 0.02% | 0.02% | 916 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Scarborough Advisors, LLC | History | New | 735 | 22 | 0.0% | — | 917 | +735 | New | Q1 2026 | May 07, 2026 |
| True Wealth Design, LLC | History | New | 702 | 21 | 0.01% | — | 918 | +702 | New | Q1 2026 | Apr 13, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 660 | 20 | 0.0% | 0.0% | 919 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| REAP Financial Group, LLC | History | Reduced | 640 | 19 | 0.0% | 0.01% | 920 | -1,660 | -72.17% | Q1 2026 | May 11, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 620 | 18 | 0.01% | 0.02% | 922 | +2 | 0.32% | Q1 2026 | Apr 02, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 591 | 18 | 0.0% | 0.0% | 921 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 576 | 17 | 0.0% | — | 924 | +576 | New | Q1 2026 | Apr 20, 2026 |
| Carolina Wealth Advisors, LLC | History | Added to | 581 | 17 | 0.01% | 0.01% | 923 | +16 | 2.83% | Q1 2026 | Apr 07, 2026 |
| First PREMIER Bank | History | No change | 510 | 16 | 0.0% | 0.0% | 925 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Main Street Group, LTD | History | New | 499 | 15 | 0.0% | — | 926 | +499 | New | Q1 2026 | May 06, 2026 |
| Wealth Science Advisors LLC | History | New | 477 | 14 | 0.01% | — | 928 | +477 | New | Q1 2026 | Apr 08, 2026 |
| JDM Financial Group LLC | History | No change | 483 | 14 | 0.01% | 0.01% | 927 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| True Link Financial Advisors, LLC | History | New | 456 | 13 | 0.0% | — | 932 | +456 | New | Q1 2026 | Apr 29, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 446 | 13 | 0.01% | 0.01% | 930 | +2 | 0.45% | Q1 2026 | May 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 456 | 13 | 0.01% | 0.01% | 929 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 435 | 13 | 0.01% | 0.01% | 931 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 401 | 12 | 0.0% | — | 933 | +401 | New | Q1 2026 | Apr 29, 2026 |
| Align Financial, LLC | History | Reduced | 375 | 11 | 0.01% | 0.01% | 935 | -10,729 | -96.62% | Q1 2026 | May 08, 2026 |
| Stephens Consulting, LLC | History | No change | 391 | 11 | 0.0% | 0.0% | 934 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| HM PAYSON & CO | History | New | 346 | 10 | 0.0% | — | 938 | +346 | New | Q1 2026 | Apr 13, 2026 |
| Crewe Advisors LLC | History | Added to | 330 | 10 | 0.0% | 0.0% | 936 | +1 | 0.3% | Q1 2026 | May 07, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 354 | 10 | 0.0% | 0.0% | 937 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 298 | 9 | 0.0% | 0.0% | 942 | -10 | -3.25% | Q1 2026 | May 11, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 299 | 9 | 0.0% | 0.0% | 939 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 300 | 9 | 0.0% | 0.0% | 940 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ORG Partners LLC | History | No change | 325 | 9 | 0.0% | 0.0% | 941 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 290 | 8 | 0.0% | 0.0% | 943 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Park Place Capital Corp | History | No change | 282 | 8 | 0.0% | 0.0% | 944 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Planning Project LLC | History | No change | 285 | 8 | 0.0% | 0.0% | 945 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 247 | 7 | 0.0% | — | 948 | +247 | New | Q1 2026 | May 14, 2026 |
| LRI Investments, LLC | History | No change | 261 | 7 | 0.0% | 0.0% | 946 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 253 | 7 | 0.0% | 0.0% | 947 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 206 | 6 | 0.0% | 0.0% | 950 | -28 | -11.97% | Q1 2026 | May 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 225 | 6 | 0.0% | 0.0% | 949 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Strive Financial Group ,LLC | History | No change | 195 | 6 | 0.0% | 0.0% | 951 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 174 | 5 | 0.0% | — | 953 | +174 | New | Q1 2026 | May 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 189 | 5 | 0.0% | 0.0% | 952 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 153 | 4 | 0.0% | 0.0% | 954 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 153 | 4 | 0.0% | 0.0% | 955 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Your Advocates Ltd., LLP | History | New | 123 | 3 | 0.0% | — | 959 | +123 | New | Q1 2026 | Apr 29, 2026 |
| Destiny Wealth Partners, LLC | History | New | 120 | 3 | 0.0% | — | 960 | +120 | New | Q1 2026 | May 11, 2026 |
| Armor Investment Advisors, LLC | History | No change | 99 | 3 | 0.0% | 0.0% | 956 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 957 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NorthAvenue LLC | History | No change | 122 | 3 | 0.0% | 0.0% | 958 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Sound Income Strategies, LLC | History | Added to | 76 | 2 | 0.0% | 0.0% | 961 | +40 | 111.11% | Q1 2026 | Apr 27, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 65 | 1 | 0.0% | — | 968 | +65 | New | Q1 2026 | May 08, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 47 | 1 | 0.0% | 0.0% | 963 | -49 | -51.04% | Q1 2026 | Apr 27, 2026 |
| TopTier Wealth Management, LLC | History | New | 34 | 1 | 0.0% | — | 969 | +34 | New | Q1 2026 | May 05, 2026 |
| Clayton Financial Group LLC | History | Added to | 36 | 1 | 0.0% | 0.0% | 967 | +1 | 2.86% | Q1 2026 | Apr 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 37 | 1 | 0.0% | 0.0% | 962 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 55 | 1 | 0.0% | 0.0% | 964 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| New Millennium Group LLC | History | No change | 60 | 1 | 0.0% | 0.0% | 965 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Imprint Wealth LLC | History | No change | 57 | 1 | 0.0% | 0.0% | 966 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Closed out | 0 | 0 | — | 2.71% | — | -426,852 | -100.0% | Q1 2026 | May 12, 2026 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -275,642 | -100.0% | Q1 2026 | May 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -165,559 | -100.0% | Q1 2026 | Apr 23, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Closed out | 0 | 0 | — | 0.68% | — | -50,469 | -100.0% | Q1 2026 | Apr 22, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.12% | — | -46,889 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Argos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -29,844 | -100.0% | Q1 2026 | Apr 27, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -28,793 | -100.0% | Q1 2026 | Apr 22, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -23,746 | -100.0% | Q1 2026 | May 14, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.15% | — | -19,068 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Accurate Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -15,070 | -100.0% | Q1 2026 | Apr 22, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,927 | -100.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -12,390 | -100.0% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,899 | -100.0% | Q1 2026 | May 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,887 | -100.0% | Q1 2026 | Apr 17, 2026 |
| CWC Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.15% | — | -10,543 | -100.0% | Q1 2026 | Apr 16, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -10,060 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Spectrum Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -9,460 | -100.0% | Q1 2026 | Apr 14, 2026 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,603 | -100.0% | Q1 2026 | May 14, 2026 |
| Parsonex Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -8,397 | -100.0% | Q1 2026 | May 12, 2026 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,261 | -100.0% | Q1 2026 | May 13, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,707 | -100.0% | Q1 2026 | Apr 15, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -7,496 | -100.0% | Q1 2026 | May 12, 2026 |
| Firestone Capital Management | History | Closed out | 0 | 0 | — | 0.05% | — | -7,354 | -100.0% | Q1 2026 | May 08, 2026 |
| Teamwork Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,184 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Collaborative Wealth Managment Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -7,091 | -100.0% | Q1 2026 | May 05, 2026 |
| One Charles Private Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,020 | -100.0% | Q1 2026 | May 07, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -7,016 | -100.0% | Q1 2026 | Apr 24, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,836 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,347 | -100.0% | Q1 2026 | May 01, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,526 | -100.0% | Q1 2026 | May 05, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,107 | -100.0% | Q1 2026 | May 08, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,299 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -918 | -100.0% | Q1 2026 | May 12, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -915 | -100.0% | Q1 2026 | May 12, 2026 |
| Evolution Advisers, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -420 | -100.0% | Q1 2026 | May 01, 2026 |
| ATWOOD & PALMER INC | History | Closed out | 0 | 0 | — | 0.0% | — | -270 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -153 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -145 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q1 2026 | May 04, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -87 | -100.0% | Q1 2026 | May 14, 2026 |
| Coston, McIsaac & Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | Apr 22, 2026 |
| SJS Investment Consulting Inc. | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | Apr 23, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 15 | 0 | — | — | — | -5 | -25.0% | Q1 2026 | Apr 13, 2026 |
| Capital Advisor Network LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 13, 2026 |
| Spurstone Advisory Services, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Kilter Group LLC | History | Reduced | 30 | 0 | — | — | — | -1 | -3.23% | Q1 2026 | May 14, 2026 |
| GODSEY & GIBB, INC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Quaker Wealth Management, LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Activest Wealth Management | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Integrity Financial Corp /WA | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |