SCHWAB STRATEGIC TRUST - SCHX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| US BANCORP \DE\ | History | Reduced | 145,061,220 | 3,719,345 | 4.51% | 6.34% | 1 | -56,024,741 | -27.86% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 82,270,037 | 2,109,403 | 1.43% | 1.61% | 2 | -1,542,288 | -1.84% | Q1 2026 | May 12, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 34,883,439 | 1,011,619 | 20.05% | 21.57% | 3 | +404,274 | 1.17% | Q1 2026 | May 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 37,368,877 | 958,138 | 7.21% | 7.3% | 4 | +1,537,853 | 4.29% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 34,809,568 | 892,517 | 0.55% | 0.53% | 5 | +3,824,596 | 12.34% | Q1 2026 | May 07, 2026 |
| SEI INVESTMENTS CO | History | Added to | 32,528,571 | 834,033 | 0.77% | 0.82% | 6 | +1,554,760 | 5.02% | Q1 2026 | May 13, 2026 |
| Betterment LLC | History | Added to | 28,599,516 | 733,292 | 1.39% | 0.93% | 7 | +10,450,588 | 57.58% | Q1 2026 | May 14, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 23,108,501 | 592,501 | 38.55% | 42.45% | 8 | -727,975 | -3.05% | Q1 2026 | May 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 20,183,412 | 517,496 | 0.9% | 1.0% | 9 | +660,923 | 3.39% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 19,184,892 | 491,915 | 0.69% | 0.74% | 10 | +194,233 | 1.02% | Q1 2026 | May 15, 2026 |
| Diversified Enterprises, LLC | History | Added to | 18,185,644 | 466,279 | 25.53% | 27.15% | 11 | +1,223,479 | 7.21% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 14,005,999 | 359,113 | 0.38% | 0.42% | 12 | -135,395 | -0.96% | Q1 2026 | May 05, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 12,327,339 | 316,072 | 0.15% | 0.15% | 13 | -83,381 | -0.67% | Q1 2026 | May 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 11,009,922 | 284,716 | 0.58% | 0.71% | 14 | -8,076,252 | -42.31% | Q1 2026 | Apr 08, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 10,490,753 | 268,982 | 22.55% | 20.85% | 15 | +492,244 | 4.92% | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | Added to | 10,381,527 | 266,152 | 0.31% | 0.33% | 16 | +146,072 | 1.43% | Q1 2026 | May 13, 2026 |
| Norinchukin Bank, The | History | No change | 10,180,000 | 261,015 | 3.05% | 3.19% | 17 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| McAdam, LLC | History | Added to | 10,166,832 | 260,677 | 11.74% | 12.24% | 18 | +230,470 | 2.32% | Q1 2026 | May 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 10,076,451 | 258,360 | 0.02% | 0.02% | 19 | +1,054,612 | 11.69% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 9,928,543 | 254,567 | 0.38% | 0.43% | 20 | -458,464 | -4.41% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 9,547,873 | 244,807 | 0.04% | 0.01% | 21 | +8,311,474 | 672.23% | Q1 2026 | May 05, 2026 |
| Fund Evaluation Group, LLC | History | Reduced | 9,274,544 | 237,799 | 7.31% | 8.45% | 22 | -218,021 | -2.3% | Q1 2026 | May 08, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 8,900,665 | 228,213 | 2.64% | 3.28% | 23 | -1,105,166 | -11.05% | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Added to | 8,606,214 | 220,663 | 0.01% | 0.01% | 24 | +2,599,616 | 43.28% | Q1 2026 | May 15, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 8,333,483 | 213,670 | 5.88% | 6.39% | 25 | -112,423 | -1.33% | Q1 2026 | May 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 7,768,711 | 199,189 | 1.05% | 1.22% | 26 | +1,306,884 | 20.22% | Q1 2026 | May 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 7,583,229 | 194,433 | 18.92% | 17.17% | 27 | +454,867 | 6.38% | Q1 2026 | May 01, 2026 |
| LPL Financial LLC | History | Reduced | 7,538,416 | 193,284 | 0.05% | 0.06% | 28 | -158,474 | -2.06% | Q1 2026 | May 06, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 7,457,977 | 191,222 | 1.62% | 1.64% | 29 | -134,564 | -1.77% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Added to | 6,516,389 | 167,080 | 0.34% | 0.36% | 30 | +2,595 | 0.04% | Q1 2026 | May 06, 2026 |
| Corient Private Wealth LLC | History | Added to | 6,725,389 | 165,019 | 0.24% | 0.14% | 31 | +2,697,140 | 66.96% | Q1 2026 | May 15, 2026 |
| Apriem Advisors | History | Reduced | 5,632,258 | 144,411 | 13.78% | 15.23% | 32 | -534,325 | -8.66% | Q1 2026 | May 14, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | Reduced | 5,294,584 | 135,753 | 28.22% | 29.5% | 33 | -6,550 | -0.12% | Q1 2026 | May 11, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 5,192,173 | 133,127 | 16.59% | 19.14% | 34 | -9,771 | -0.19% | Q1 2026 | Apr 21, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 5,134,222 | 131,641 | 1.06% | 1.12% | 35 | +58,533 | 1.15% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,924,387 | 127,245 | 1.2% | 1.15% | 36 | +952,260 | 23.97% | Q1 2026 | Apr 07, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 4,885,976 | 125,276 | 16.13% | 22.06% | 37 | -1,330,182 | -21.4% | Q1 2026 | Apr 16, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 4,691,102 | 120,279 | 2.59% | 2.78% | 38 | +11,704 | 0.25% | Q1 2026 | Apr 07, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 4,368,968 | 112,020 | 12.42% | 13.39% | 39 | -66,827 | -1.51% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,161,626 | 106,704 | 0.03% | 0.01% | 40 | +2,311,536 | 124.94% | Q1 2026 | May 04, 2026 |
| Charles Schwab Trust Co | History | Reduced | 4,160,348 | 106,671 | 6.92% | 7.45% | 41 | -54,606 | -1.3% | Q1 2026 | Apr 10, 2026 |
| Steele Capital Management, Inc. | History | Added to | 4,082,829 | 104,790 | 4.34% | 4.6% | 42 | +97,756 | 2.45% | Q1 2026 | Apr 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 3,987,666 | 102,243 | 0.05% | 0.04% | 43 | +1,214,137 | 43.78% | Q1 2026 | May 15, 2026 |
| FSA Investment Group, LLC | History | Added to | 3,798,994 | 97,406 | 39.21% | 58.16% | 44 | +253,826 | 7.16% | Q1 2026 | Apr 21, 2026 |
| Curi Capital, LLC | History | Added to | 3,627,186 | 93,001 | 1.65% | 1.66% | 45 | +65,360 | 1.84% | Q1 2026 | May 15, 2026 |
| GREENWOOD GEARHART LLC | History | Reduced | 3,521,321 | 90,286 | 4.88% | 7.03% | 46 | -1,225,524 | -25.82% | Q1 2026 | May 06, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 3,500,440 | 89,751 | 12.32% | 12.63% | 47 | +94,697 | 2.78% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 3,487,726 | 89,425 | 0.71% | 1.01% | 48 | +335,793 | 10.65% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Added to | 3,338,839 | 85,607 | 1.05% | 0.45% | 49 | +2,042,836 | 157.63% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,321,973 | 85,176 | 0.12% | 0.11% | 50 | +524,003 | 18.73% | Q1 2026 | May 15, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Reduced | 3,306,092 | 84,768 | 31.15% | 32.53% | 51 | -114,340 | -3.34% | Q1 2026 | Apr 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,356,239 | 84,111 | 0.04% | 0.04% | 52 | +825,948 | 32.64% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 3,199,988 | 82,208 | 0.09% | 0.1% | 53 | -4,458 | -0.14% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 3,196,324 | 81,953 | 0.0% | 0.0% | 54 | +2,029,622 | 173.96% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 3,184,837 | 81,659 | 0.4% | 0.45% | 55 | -31,889 | -0.99% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 3,067,334 | 78,646 | 0.51% | 0.53% | 56 | +35,898 | 1.18% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,004,368 | 77,029 | 0.02% | 0.02% | 57 | -480,209 | -13.78% | Q1 2026 | May 15, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 2,994,436 | 76,777 | 11.85% | 12.74% | 58 | +78,553 | 2.69% | Q1 2026 | May 07, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,831,944 | 72,611 | 0.57% | 0.52% | 59 | +155,720 | 5.82% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,826,364 | 72,468 | 0.19% | 0.19% | 60 | +97,316 | 3.57% | Q1 2026 | Apr 30, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 2,822,930 | 72,379 | 0.57% | 0.6% | 61 | +6,521 | 0.23% | Q1 2026 | May 01, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 2,805,728 | 71,938 | 0.31% | 0.32% | 62 | -23,170 | -0.82% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,873,728 | 71,613 | 0.0% | 0.0% | 63 | +326,165 | 12.8% | Q1 2026 | May 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 2,772,378 | 71,083 | 4.48% | 4.38% | 64 | +150,206 | 5.73% | Q1 2026 | May 15, 2026 |
| Financial Solutions Advisory Group, Inc. | History | New | 2,760,441 | 70,777 | 9.78% | — | 65 | +2,760,441 | New | Q1 2026 | Jun 01, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 2,724,434 | 69,854 | 1.58% | 1.67% | 66 | +29,251 | 1.09% | Q1 2026 | May 12, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 2,576,470 | 66,060 | 3.93% | 4.04% | 67 | +6,388 | 0.25% | Q1 2026 | May 13, 2026 |
| Standpoint Asset Management, LLC | History | Reduced | 2,564,300 | 65,748 | 15.95% | 16.34% | 68 | -93,200 | -3.51% | Q1 2026 | Apr 16, 2026 |
| Savant Capital, LLC | History | Added to | 2,500,836 | 64,121 | 0.31% | 0.38% | 69 | +36,176 | 1.47% | Q1 2026 | May 04, 2026 |
| Bangor Savings Bank | History | Reduced | 2,426,254 | 62,209 | 4.97% | 5.35% | 70 | -46,689 | -1.89% | Q1 2026 | Apr 01, 2026 |
| Berger Financial Group, Inc | History | Added to | 2,366,564 | 60,678 | 3.4% | 3.64% | 71 | +28,815 | 1.23% | Q1 2026 | Apr 28, 2026 |
| Scarborough Advisors, LLC | History | New | 2,359,231 | 60,490 | 6.62% | — | 72 | +2,359,231 | New | Q1 2026 | May 07, 2026 |
| NewSquare Capital LLC | History | Added to | 2,351,837 | 60,301 | 5.23% | 5.4% | 73 | +75,152 | 3.3% | Q1 2026 | May 08, 2026 |
| Legacy Wealth Management, LLC | History | Added to | 2,283,449 | 58,547 | 3.41% | 3.42% | 74 | +77,273 | 3.5% | Q1 2026 | Apr 22, 2026 |
| CacheTech Inc. | History | Reduced | 2,256,916 | 57,867 | 11.15% | 11.47% | 75 | -43,084 | -1.87% | Q1 2026 | May 11, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 2,234,687 | 57,297 | 6.43% | 6.11% | 76 | +34,647 | 1.57% | Q1 2026 | Apr 15, 2026 |
| Alliance Wealth Management Group | History | Reduced | 2,176,358 | 55,801 | 12.21% | 13.06% | 77 | -35,873 | -1.62% | Q1 2026 | Apr 29, 2026 |
| Towercrest Capital Management | History | Reduced | 2,176,358 | 55,801 | 8.69% | 9.39% | 78 | -35,873 | -1.62% | Q1 2026 | May 01, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 2,141,313 | 54,913 | 13.59% | 12.07% | 79 | +157,752 | 7.95% | Q1 2026 | May 15, 2026 |
| Adams Wealth Management | History | Reduced | 2,108,404 | 54,059 | 11.87% | 12.14% | 80 | -6,860 | -0.32% | Q1 2026 | May 11, 2026 |
| Modern Wealth Management, LLC | History | Added to | 2,088,892 | 53,976 | 0.92% | 0.98% | 81 | +88,534 | 4.43% | Q1 2026 | May 14, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Reduced | 2,097,595 | 53,782 | 7.12% | 7.67% | 82 | -22,329 | -1.05% | Q1 2026 | Apr 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,097,360 | 53,776 | 0.01% | 0.01% | 83 | -146,084 | -6.51% | Q1 2026 | Jul 08, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 2,045,472 | 52,445 | 6.79% | 7.35% | 84 | +74,420 | 3.78% | Q1 2026 | Apr 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 1,835,007 | 51,453 | 1.15% | 1.16% | 85 | +99,761 | 5.75% | Q1 2026 | May 04, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 1,989,152 | 51,001 | 0.73% | 0.85% | 86 | +13,586 | 0.69% | Q1 2026 | Apr 10, 2026 |
| Red Door Wealth Management, LLC | History | Reduced | 1,931,755 | 49,530 | 5.15% | 5.56% | 87 | -53,777 | -2.71% | Q1 2026 | Apr 22, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,922,851 | 49,302 | 0.01% | 0.01% | 88 | +159,192 | 9.03% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 1,911,179 | 49,002 | 0.77% | 0.88% | 89 | +20,100 | 1.06% | Q1 2026 | May 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,900,806 | 48,736 | 0.01% | 0.0% | 90 | +1,338,594 | 238.09% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 1,861,938 | 47,758 | 0.29% | 0.31% | 91 | -42,050 | -2.21% | Q1 2026 | May 15, 2026 |
| RKL Wealth Management LLC | History | Reduced | 1,861,871 | 47,738 | 4.3% | 4.74% | 92 | -285,943 | -13.31% | Q1 2026 | Apr 24, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 1,851,852 | 47,481 | 4.64% | 4.62% | 93 | +63,740 | 3.56% | Q1 2026 | May 06, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 1,846,870 | 47,354 | 3.3% | 3.27% | 94 | +494 | 0.03% | Q1 2026 | Apr 28, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 1,833,652 | 47,014 | 1.38% | 1.24% | 95 | +286,712 | 18.53% | Q1 2026 | Apr 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 1,822,755 | 46,735 | 2.07% | 2.12% | 96 | +70,883 | 4.05% | Q1 2026 | May 13, 2026 |
| Richardson Capital Management LLC | History | Added to | 1,795,988 | 46,049 | 22.23% | 23.6% | 97 | +48,112 | 2.75% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,781,564 | 45,674 | 0.7% | 0.97% | 98 | +5,892 | 0.33% | Q1 2026 | May 15, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 1,735,166 | 44,489 | 12.56% | 14.14% | 99 | -9,855 | -0.56% | Q1 2026 | Apr 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,726,629 | 44,270 | 0.01% | 0.02% | 100 | -322,681 | -15.75% | Q1 2026 | May 14, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 1,714,405 | 43,957 | 5.51% | 6.18% | 101 | +47,608 | 2.86% | Q1 2026 | Apr 16, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,669,784 | 42,813 | 0.07% | 0.09% | 102 | +62,280 | 3.87% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 1,646,543 | 42,217 | 0.68% | 0.74% | 103 | -48,955 | -2.89% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 1,589,316 | 40,750 | 0.04% | 0.04% | 104 | +226,428 | 16.61% | Q1 2026 | May 13, 2026 |
| FIDELIS iM, LLC | History | Added to | 1,588,906 | 40,739 | 15.42% | 15.71% | 105 | +85,198 | 5.67% | Q1 2026 | Apr 29, 2026 |
| Ascension Capital Advisors, Inc. | History | Added to | 1,569,703 | 40,247 | 12.67% | 11.38% | 106 | +336,695 | 27.31% | Q1 2026 | May 13, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 1,559,842 | 39,994 | 8.42% | 8.63% | 107 | +21,417 | 1.39% | Q1 2026 | Apr 13, 2026 |
| Fortis Capital Management LLC | History | Added to | 1,505,206 | 38,593 | 3.95% | 4.77% | 108 | +165,353 | 12.34% | Q1 2026 | May 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,501,411 | 38,496 | 0.29% | 0.11% | 110 | +986,495 | 191.58% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 1,501,436 | 38,496 | 0.92% | 0.97% | 109 | -36,470 | -2.37% | Q1 2026 | Apr 30, 2026 |
| FMR LLC | History | Added to | 1,476,983 | 37,869 | 0.0% | 0.0% | 111 | +46,723 | 3.27% | Q1 2026 | May 15, 2026 |
| PINKERTON WEALTH, LLC | History | Reduced | 1,406,337 | 37,844 | 3.44% | 4.03% | 112 | -56,136 | -3.84% | Q1 2026 | Apr 09, 2026 |
| D.B. Root & Company, LLC | History | Added to | 1,471,484 | 37,728 | 9.01% | 9.59% | 113 | +11,356 | 0.78% | Q1 2026 | May 12, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 1,465,453 | 37,574 | 12.76% | 13.42% | 114 | +41,888 | 2.94% | Q1 2026 | Apr 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,459,429 | 37,419 | 0.05% | 0.05% | 115 | -55,546 | -3.67% | Q1 2026 | Apr 27, 2026 |
| Matrix Trust Co | History | Reduced | 1,452,739 | 37,248 | 6.19% | 6.47% | 116 | -3,702 | -0.25% | Q1 2026 | Apr 09, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 1,446,603 | 37,090 | 0.44% | 0.47% | 117 | -49,809 | -3.33% | Q1 2026 | May 06, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 1,427,777 | 36,608 | 4.04% | 4.31% | 118 | +7,329 | 0.52% | Q1 2026 | May 14, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Reduced | 1,426,767 | 36,582 | 12.97% | 14.88% | 119 | -91,967 | -6.06% | Q1 2026 | Apr 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 1,417,367 | 36,341 | 0.86% | 0.92% | 120 | +9,730 | 0.69% | Q1 2026 | May 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 1,413,731 | 36,248 | 0.2% | 0.21% | 121 | -6,446 | -0.45% | Q1 2026 | Apr 30, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | Added to | 1,408,154 | 36,105 | 7.87% | 7.5% | 122 | +76,483 | 5.74% | Q1 2026 | Apr 14, 2026 |
| Sherwood Financial Partners, LLC | History | Reduced | 1,372,684 | 35,195 | 31.12% | 32.57% | 123 | -31,663 | -2.25% | Q1 2026 | May 11, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 1,282,553 | 35,103 | 2.01% | 1.99% | 124 | +34,219 | 2.74% | Q1 2026 | Apr 20, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Added to | 1,365,636 | 35,014 | 2.69% | 2.18% | 125 | +176,730 | 14.86% | Q1 2026 | May 13, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 1,343,042 | 34,435 | 1.26% | 1.43% | 126 | -129,717 | -8.81% | Q1 2026 | Apr 28, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 1,335,277 | 34,236 | 9.96% | 9.44% | 127 | +63,352 | 4.98% | Q1 2026 | Jun 23, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | Added to | 1,213,540 | 34,149 | 17.03% | 15.76% | 128 | +144,215 | 13.49% | Q1 2026 | May 01, 2026 |
| Ashford Advisors, LLC | History | Reduced | 1,327,249 | 34,030 | 7.93% | 7.99% | 129 | -28,078 | -2.07% | Q1 2026 | May 05, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 1,222,961 | 33,973 | 2.18% | 2.34% | 130 | -48,808 | -3.84% | Q1 2026 | Apr 22, 2026 |
| St. Louis Trust Co | History | Added to | 1,324,361 | 33,956 | 3.96% | 4.0% | 131 | +27,066 | 2.09% | Q1 2026 | May 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 1,257,287 | 33,833 | 2.53% | 2.53% | 132 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| L2 Asset Management, LLC | History | Added to | 1,313,675 | 33,682 | 3.2% | 2.08% | 133 | +736,403 | 127.57% | Q1 2026 | May 14, 2026 |
| Athena Investment Management | History | Added to | 1,306,822 | 33,506 | 17.38% | 18.02% | 134 | +58 | 0.0% | Q1 2026 | May 11, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 1,303,397 | 33,419 | 14.26% | 14.74% | 135 | -46,237 | -3.43% | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 1,281,779 | 32,864 | 1.04% | 1.08% | 136 | +34,835 | 2.79% | Q1 2026 | Apr 08, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 1,277,209 | 32,747 | 4.29% | 5.59% | 137 | -131,238 | -9.32% | Q1 2026 | Apr 28, 2026 |
| Embree Financial Group | History | Reduced | 1,262,181 | 32,362 | 3.81% | 4.71% | 138 | -166,101 | -11.63% | Q1 2026 | Apr 23, 2026 |
| Gleason Group, Inc. | History | Reduced | 1,256,774 | 32,223 | 3.19% | 3.4% | 139 | -30,757 | -2.39% | Q1 2026 | May 04, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 1,256,740 | 32,222 | 15.22% | 16.14% | 140 | +4,559 | 0.36% | Q1 2026 | May 12, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 1,193,291 | 32,111 | 9.67% | 9.67% | 141 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Ethos Financial Group, LLC | History | Added to | 1,242,003 | 31,841 | 2.33% | 2.42% | 142 | +23,566 | 1.93% | Q1 2026 | May 05, 2026 |
| MAI Capital Management | History | Reduced | 1,223,921 | 31,381 | 0.18% | 0.19% | 143 | -480 | -0.04% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,214,806 | 31,147 | 0.03% | 0.03% | 144 | +29,951 | 2.53% | Q1 2026 | May 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 1,205,151 | 30,900 | 0.56% | 0.56% | 145 | +47,362 | 4.09% | Q1 2026 | Apr 10, 2026 |
| Powers Advisory Group, LLC | History | Added to | 1,203,797 | 30,865 | 10.88% | 12.15% | 146 | +4,725 | 0.39% | Q1 2026 | Apr 21, 2026 |
| Anchor Investment Management, LLC | History | Added to | 1,193,362 | 30,597 | 2.55% | 2.56% | 147 | +20,779 | 1.77% | Q1 2026 | May 01, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 1,149,357 | 29,469 | 12.64% | 13.11% | 148 | +7,393 | 0.65% | Q1 2026 | Apr 20, 2026 |
| Csenge Advisory Group | History | Added to | 1,128,488 | 28,934 | 1.32% | 1.35% | 149 | +22,339 | 2.02% | Q1 2026 | Apr 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,125,275 | 28,852 | 0.0% | 0.01% | 150 | -947,004 | -45.7% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 1,124,711 | 28,837 | 0.28% | 0.3% | 151 | -20,820 | -1.82% | Q1 2026 | May 08, 2026 |
| Gordian Advisors LLC | History | Reduced | 1,103,450 | 28,292 | 18.85% | 19.77% | 152 | -5,296 | -0.48% | Q1 2026 | Apr 27, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 1,078,998 | 27,665 | 8.37% | 8.61% | 153 | -1,581 | -0.15% | Q1 2026 | Apr 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 1,052,984 | 26,998 | 0.47% | 0.54% | 154 | -77,549 | -6.86% | Q1 2026 | May 04, 2026 |
| Destination Wealth Management | History | Reduced | 1,043,918 | 26,766 | 0.7% | 1.0% | 155 | -372,712 | -26.31% | Q1 2026 | May 15, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 1,032,101 | 26,463 | 3.79% | 3.92% | 156 | +12,365 | 1.21% | Q1 2026 | Apr 27, 2026 |
| St. Johns Investment Management Company, LLC | History | Added to | 1,024,781 | 26,275 | 11.06% | 11.4% | 157 | +9,048 | 0.89% | Q1 2026 | Apr 28, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 970,709 | 26,121 | 8.7% | 8.7% | 158 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 1,008,736 | 25,864 | 6.25% | 6.64% | 159 | -10,246 | -1.01% | Q1 2026 | May 05, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 958,308 | 24,571 | 1.98% | 2.04% | 160 | +50,843 | 5.6% | Q1 2026 | May 13, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 957,802 | 24,558 | 4.71% | 4.62% | 161 | +38,978 | 4.24% | Q1 2026 | Apr 23, 2026 |
| Sage Financial Management Group, Inc. | History | Added to | 952,828 | 24,430 | 7.51% | 7.81% | 162 | +2,198 | 0.23% | Q1 2026 | Apr 21, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 940,055 | 24,103 | 0.71% | 0.71% | 163 | +2,867 | 0.31% | Q1 2026 | Apr 29, 2026 |
| Essex LLC | History | Added to | 938,695 | 24,068 | 4.25% | 4.46% | 164 | +2,707 | 0.29% | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | Reduced | 932,919 | 23,920 | 0.1% | 0.11% | 165 | -65,763 | -6.58% | Q1 2026 | May 14, 2026 |
| GEN Financial Management, INC. | History | Added to | 931,113 | 23,873 | 14.78% | 15.18% | 166 | +35,283 | 3.94% | Q1 2026 | Apr 16, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 926,419 | 23,753 | 1.18% | 1.25% | 167 | -18,592 | -1.97% | Q1 2026 | May 07, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 917,699 | 23,529 | 1.6% | 1.73% | 168 | -40,332 | -4.21% | Q1 2026 | May 06, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 901,405 | 23,112 | 3.62% | 3.78% | 169 | +13,797 | 1.55% | Q1 2026 | Apr 17, 2026 |
| Lutz Financial Services LLC | History | Added to | 890,800 | 22,840 | 1.54% | 1.33% | 170 | +162,464 | 22.31% | Q1 2026 | May 04, 2026 |
| Ancora Advisors LLC | History | Reduced | 885,800 | 22,711 | 0.48% | 0.5% | 171 | -18,276 | -2.02% | Q1 2026 | May 15, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 877,990 | 22,511 | 4.0% | 4.23% | 172 | +29,093 | 3.43% | Q1 2026 | Apr 22, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 868,405 | 22,265 | 6.67% | 6.87% | 173 | -9,195 | -1.05% | Q1 2026 | Apr 21, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | Added to | 763,704 | 21,987 | 13.85% | 14.22% | 174 | +45,041 | 6.27% | Q1 2026 | May 12, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 856,721 | 21,966 | 3.71% | 5.22% | 175 | -284,948 | -24.96% | Q1 2026 | May 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 850,727 | 21,812 | 0.19% | 0.18% | 176 | -63,895 | -6.99% | Q1 2026 | May 13, 2026 |
| Truepoint, Inc. | History | Added to | 845,502 | 21,678 | 0.48% | 0.51% | 177 | +8,746 | 1.05% | Q1 2026 | May 08, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 832,885 | 21,355 | 1.57% | 1.76% | 178 | -49,006 | -5.56% | Q1 2026 | Apr 22, 2026 |
| Sprinkle Financial Consultants LLC | History | Reduced | 831,190 | 21,311 | 9.83% | 11.45% | 179 | -6,669 | -0.8% | Q1 2026 | Apr 16, 2026 |
| WBH ADVISORY INC | History | Reduced | 815,782 | 21,079 | 1.58% | 1.65% | 180 | -10,400 | -1.26% | Q1 2026 | Apr 27, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 815,812 | 20,917 | 3.01% | 3.23% | 181 | -1,998 | -0.24% | Q1 2026 | May 11, 2026 |
| Canal Capital Management, LLC | History | Added to | 815,158 | 20,900 | 2.83% | 0.07% | 182 | +795,509 | 4048.6% | Q1 2026 | Apr 27, 2026 |
| White & Co Financial Planning Inc | History | Reduced | 808,391 | 20,727 | 14.57% | 16.31% | 183 | -2,378 | -0.29% | Q1 2026 | May 06, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Reduced | 805,708 | 20,658 | 10.06% | 10.7% | 184 | -2,550 | -0.32% | Q1 2026 | Apr 14, 2026 |
| Abound Wealth Management | History | Added to | 799,274 | 20,493 | 4.66% | 5.02% | 185 | +2,430 | 0.3% | Q1 2026 | Apr 10, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Reduced | 792,079 | 20,308 | 2.94% | 3.06% | 186 | -16,166 | -2.0% | Q1 2026 | May 13, 2026 |
| Alpha Zero LLC | History | Added to | 791,788 | 20,301 | 10.28% | 11.2% | 187 | +30,018 | 3.94% | Q1 2026 | May 07, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 787,533 | 20,192 | 2.2% | 2.26% | 188 | -9,587 | -1.2% | Q1 2026 | May 05, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 778,858 | 19,969 | 0.74% | 0.79% | 189 | -1,344 | -0.17% | Q1 2026 | May 14, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 777,851 | 19,944 | 1.74% | 1.81% | 190 | -21,786 | -2.72% | Q1 2026 | Apr 15, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 772,020 | 19,794 | 3.89% | 3.99% | 191 | +69,871 | 9.95% | Q1 2026 | Apr 20, 2026 |
| Summit Financial, LLC | History | Added to | 768,276 | 19,698 | 0.25% | 0.25% | 192 | +142,076 | 22.69% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 758,980 | 19,460 | 0.03% | 0.03% | 193 | +15,523 | 2.09% | Q1 2026 | Apr 27, 2026 |
| Merit Financial Group, LLC | History | Added to | 749,201 | 19,209 | 0.14% | 0.16% | 194 | +23,809 | 3.28% | Q1 2026 | Apr 15, 2026 |
| Investors Research Corp | History | Added to | 748,048 | 19,179 | 3.67% | 3.65% | 195 | +6,969 | 0.94% | Q1 2026 | Apr 03, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 745,894 | 19,124 | 1.58% | 1.67% | 196 | +40,887 | 5.8% | Q1 2026 | May 05, 2026 |
| MCF Advisors LLC | History | Reduced | 737,216 | 18,902 | 0.83% | 1.14% | 197 | -27,791 | -3.63% | Q1 2026 | May 11, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 733,431 | 18,805 | 2.09% | 1.7% | 198 | +162,355 | 28.43% | Q1 2026 | May 07, 2026 |
| Family Legacy Financial Solutions, LLC | History | Added to | 725,397 | 18,744 | 15.15% | 14.86% | 199 | +9,282 | 1.3% | Q1 2026 | Apr 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 730,585 | 18,732 | 1.6% | 1.83% | 200 | -82,889 | -10.19% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 725,530 | 18,602 | 0.1% | 0.11% | 201 | +10,619 | 1.49% | Q1 2026 | May 05, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 724,427 | 18,574 | 2.09% | 2.08% | 202 | +19,357 | 2.75% | Q1 2026 | Apr 16, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 722,603 | 18,527 | 0.23% | 0.24% | 203 | +33,611 | 4.88% | Q1 2026 | May 08, 2026 |
| Downshift Financial, LLC | History | Reduced | 660,502 | 18,466 | 9.56% | 12.33% | 204 | -89,544 | -11.94% | Q1 2026 | Apr 29, 2026 |
| IFP Advisors, Inc | History | Added to | 712,987 | 18,280 | 0.38% | 0.43% | 205 | +2,472 | 0.35% | Q1 2026 | Apr 13, 2026 |
| Summit Financial Consulting LLC | History | Added to | 712,672 | 18,272 | 13.08% | 5.35% | 206 | +438,870 | 160.29% | Q1 2026 | Apr 10, 2026 |
| MONEYWISE, INC. | History | Reduced | 709,595 | 18,194 | 7.94% | 8.27% | 207 | -29,310 | -3.97% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Planning, LLC | History | Reduced | 691,254 | 17,686 | 3.99% | 4.57% | 208 | -40,120 | -5.49% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 685,095 | 17,565 | 0.01% | 0.01% | 209 | -66,695 | -8.87% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 682,382 | 17,496 | 0.03% | 0.03% | 210 | +12,577 | 1.88% | Q1 2026 | May 14, 2026 |
| BCS Wealth Management | History | Reduced | 678,434 | 17,394 | 3.55% | 3.65% | 211 | -666,366 | -49.55% | Q1 2026 | Apr 17, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 666,106 | 17,078 | 4.11% | 3.94% | 212 | +106,241 | 18.98% | Q1 2026 | Apr 24, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 662,085 | 16,975 | 0.7% | 0.75% | 213 | -8,586 | -1.28% | Q1 2026 | May 12, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 658,631 | 16,887 | 0.94% | 1.11% | 214 | -56,178 | -7.86% | Q1 2026 | May 13, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 616,985 | 16,886 | 3.66% | 3.76% | 215 | +8,561 | 1.41% | Q1 2026 | Apr 16, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 658,461 | 16,883 | 4.33% | 4.14% | 216 | -2,262 | -0.34% | Q1 2026 | Apr 28, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | No change | 656,462 | 16,831 | 1.75% | 1.91% | 217 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NORTHERN TRUST CORP | History | Added to | 619,052 | 15,872 | 0.0% | 0.0% | 218 | +22,331 | 3.74% | Q1 2026 | May 14, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 613,359 | 15,726 | 0.56% | 0.6% | 219 | -29,225 | -4.55% | Q1 2026 | Apr 14, 2026 |
| CWM, LLC | History | Reduced | 595,053 | 15,257 | 0.04% | 0.05% | 220 | -46,427 | -7.24% | Q1 2026 | May 14, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 594,346 | 15,239 | 9.22% | 9.72% | 221 | -11,988 | -1.98% | Q1 2026 | Apr 22, 2026 |
| Leisure Capital Management | History | Reduced | 578,955 | 14,844 | 5.2% | 5.71% | 222 | -61,790 | -9.64% | Q1 2026 | May 08, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 569,955 | 14,613 | 2.58% | 2.69% | 223 | +18,744 | 3.4% | Q1 2026 | Apr 20, 2026 |
| Leverty Financial Group, LLC | History | Added to | 562,509 | 14,422 | 3.19% | 2.82% | 224 | +123,973 | 28.27% | Q1 2026 | Apr 09, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 561,495 | 14,396 | 1.59% | 1.82% | 225 | -42,578 | -7.05% | Q1 2026 | Apr 15, 2026 |
| SNS Financial Group, LLC | History | Reduced | 556,304 | 14,263 | 1.23% | 1.81% | 226 | -223,626 | -28.67% | Q1 2026 | Apr 14, 2026 |
| Vivaldi Capital Management LP | History | Added to | 552,463 | 14,165 | 1.96% | 1.99% | 227 | +9,339 | 1.72% | Q1 2026 | May 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 552,012 | 14,154 | 0.18% | 0.18% | 228 | +23,537 | 4.45% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 551,210 | 14,133 | 0.38% | 0.45% | 229 | +32,374 | 6.24% | Q1 2026 | May 11, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 546,669 | 14,016 | 1.38% | 1.41% | 230 | +24,492 | 4.69% | Q1 2026 | Apr 27, 2026 |
| Elite Life Management LLC | History | Added to | 482,444 | 13,990 | 17.49% | 21.09% | 231 | +5,294 | 1.11% | Q1 2026 | May 11, 2026 |
| Arnold Financial Planning LLC | History | Added to | 528,506 | 13,550 | 12.66% | 12.59% | 232 | +74,656 | 16.45% | Q1 2026 | Apr 14, 2026 |
| Vise Technologies, Inc. | History | No change | 501,807 | 13,503 | 0.27% | 0.26% | 233 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| May Barnhard Investments LLC | History | Reduced | 526,606 | 13,502 | 6.55% | 6.95% | 234 | -20,110 | -3.68% | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | Reduced | 522,948 | 13,408 | 0.37% | 0.4% | 235 | -10,909 | -2.04% | Q1 2026 | May 04, 2026 |
| Caprock Group, LLC | History | Reduced | 519,178 | 13,311 | 0.32% | 0.31% | 236 | -19,777 | -3.67% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 518,164 | 13,285 | 0.45% | 0.45% | 237 | +43,401 | 9.14% | Q1 2026 | Apr 07, 2026 |
| CVA Family Office, LLC | History | Added to | 511,892 | 13,124 | 1.38% | 1.57% | 238 | +5,169 | 1.02% | Q1 2026 | Apr 29, 2026 |
| Strategic Equity Management | History | Reduced | 511,149 | 13,105 | 4.93% | 5.64% | 239 | -106,966 | -17.31% | Q1 2026 | Apr 21, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 504,421 | 12,933 | 6.11% | 6.41% | 240 | -7,891 | -1.54% | Q1 2026 | Apr 13, 2026 |
| Allen Capital Group, LLC | History | Reduced | 502,045 | 12,872 | 1.15% | 1.26% | 241 | -9,456 | -1.85% | Q1 2026 | May 27, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 472,233 | 12,690 | 0.08% | 0.11% | 242 | -107,113 | -18.49% | Q1 2026 | May 15, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 484,258 | 12,416 | 0.54% | 0.51% | 243 | +16,897 | 3.62% | Q1 2026 | May 06, 2026 |
| Envision Financial LLC | History | Reduced | 481,592 | 12,348 | 6.64% | 6.93% | 244 | -5,808 | -1.19% | Q1 2026 | Apr 16, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 471,088 | 12,078 | 0.62% | 0.62% | 245 | +30,382 | 6.89% | Q1 2026 | Apr 15, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Reduced | 467,675 | 11,991 | 2.91% | 3.04% | 246 | -764 | -0.16% | Q1 2026 | May 12, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 466,364 | 11,957 | 5.27% | 5.65% | 247 | -24,385 | -4.97% | Q1 2026 | May 05, 2026 |
| American Money Management, LLC | History | Added to | 465,050 | 11,923 | 1.89% | 1.9% | 248 | +15,515 | 3.45% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 463,946 | 11,895 | 0.03% | 0.03% | 249 | +67,611 | 17.06% | Q1 2026 | May 04, 2026 |
| SCS Capital Management LLC | History | Added to | 460,470 | 11,806 | 0.13% | 0.13% | 250 | +39 | 0.01% | Q1 2026 | May 11, 2026 |
| Enclave Advisors LLC | History | Added to | 454,701 | 11,658 | 1.6% | 1.73% | 251 | +1,418 | 0.31% | Q1 2026 | Apr 13, 2026 |
| Payne Capital LLC | History | Added to | 453,237 | 11,621 | 10.67% | 3.83% | 252 | +313,605 | 224.59% | Q1 2026 | Apr 20, 2026 |
| LongView Wealth Management | History | Reduced | 418,104 | 11,443 | 2.87% | 2.81% | 253 | -5,816 | -1.37% | Q1 2026 | Apr 15, 2026 |
| Morling Financial Advisors, LLC | History | Reduced | 446,063 | 11,437 | 3.52% | 3.88% | 254 | -12,818 | -2.79% | Q1 2026 | May 06, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 445,910 | 11,433 | 0.27% | 0.3% | 255 | -11,198 | -2.45% | Q1 2026 | May 15, 2026 |
| K2 Financial Inc. | History | Added to | 405,472 | 11,369 | 8.27% | 8.02% | 256 | +24,860 | 6.53% | Q1 2026 | Apr 28, 2026 |
| Frisco Financial Planning LLC | History | Added to | 443,360 | 11,367 | 9.38% | 9.93% | 257 | +1,739 | 0.39% | Q1 2026 | May 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 442,732 | 11,352 | 0.17% | 0.07% | 258 | +263,051 | 146.4% | Q1 2026 | May 01, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 440,537 | 11,295 | 2.94% | 3.35% | 259 | -4,985 | -1.12% | Q1 2026 | May 11, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | Added to | 434,250 | 11,134 | 11.54% | 11.55% | 260 | +4,959 | 1.16% | Q1 2026 | Apr 09, 2026 |
| Farrell Financial LLC | History | Added to | 432,743 | 11,095 | 6.63% | 6.86% | 261 | +339 | 0.08% | Q1 2026 | Apr 13, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 428,054 | 10,975 | 2.88% | 2.62% | 262 | -8,624 | -1.97% | Q1 2026 | May 11, 2026 |
| Guardian Financial Partners, LLC | History | Added to | 424,237 | 10,877 | 4.59% | 4.67% | 263 | +12,509 | 3.04% | Q1 2026 | Apr 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 423,120 | 10,848 | 0.34% | 0.41% | 264 | +913 | 0.22% | Q1 2026 | May 07, 2026 |
| Ballast Financial Advisors LLC | History | Added to | 421,792 | 10,814 | 11.09% | 11.51% | 265 | +6,451 | 1.55% | Q1 2026 | May 13, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Reduced | 421,757 | 10,813 | 5.09% | 5.27% | 266 | -9,237 | -2.14% | Q1 2026 | May 12, 2026 |
| CAP Partners, LLC | History | Added to | 417,005 | 10,692 | 6.04% | 6.0% | 267 | +23,420 | 5.95% | Q1 2026 | Apr 28, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 413,626 | 10,605 | 1.38% | 1.36% | 268 | -17,114 | -3.97% | Q1 2026 | Apr 10, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 411,225 | 10,543 | 2.09% | 6.73% | 269 | -775,335 | -65.34% | Q1 2026 | Apr 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 410,899 | 10,535 | 0.05% | 0.03% | 270 | +35,661 | 9.5% | Q1 2026 | May 14, 2026 |
| United Advisor Group, LLC | History | Added to | 409,360 | 10,496 | 1.29% | 1.3% | 271 | +22,200 | 5.73% | Q1 2026 | Apr 17, 2026 |
| PFG Advisors | History | Added to | 408,690 | 10,478 | 0.51% | 0.5% | 272 | +27,029 | 7.08% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 406,248 | 10,416 | 0.04% | 0.04% | 273 | -40,087 | -8.98% | Q1 2026 | Jun 02, 2026 |
| MBA Advisors LLC | History | Added to | 405,467 | 10,396 | 3.99% | 4.33% | 274 | +6,522 | 1.63% | Q1 2026 | Apr 20, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 404,108 | 10,361 | 3.71% | 4.01% | 275 | -16,480 | -3.92% | Q1 2026 | Apr 14, 2026 |
| NorthRock Partners, LLC | History | Reduced | 403,164 | 10,337 | 0.17% | 0.19% | 276 | -22,782 | -5.35% | Q1 2026 | May 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 391,178 | 10,029 | 0.28% | 0.32% | 277 | -100,533 | -20.45% | Q1 2026 | Apr 21, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 388,600 | 9,963 | 0.19% | 0.21% | 278 | -7,345 | -1.86% | Q1 2026 | Apr 14, 2026 |
| Global Endowment Management, LP | History | Added to | 387,945 | 9,947 | 1.11% | 1.22% | 279 | +24,058 | 6.61% | Q1 2026 | May 14, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 384,951 | 9,870 | 1.9% | 2.03% | 280 | +10,612 | 2.83% | Q1 2026 | May 07, 2026 |
| Balance Wealth, LLC | History | Reduced | 382,254 | 9,800 | 3.04% | 4.55% | 281 | -144,442 | -27.42% | Q1 2026 | Apr 20, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 377,338 | 9,674 | 0.16% | 0.19% | 282 | -21,634 | -5.42% | Q1 2026 | Apr 22, 2026 |
| Capital Squared Financial LLC | History | Reduced | 372,118 | 9,541 | 7.29% | 7.84% | 283 | -1,518 | -0.41% | Q1 2026 | May 01, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 369,994 | 9,486 | 4.52% | 5.35% | 284 | -32,410 | -8.05% | Q1 2026 | May 01, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 366,624 | 9,400 | 1.14% | 1.23% | 285 | +3,726 | 1.03% | Q1 2026 | Apr 08, 2026 |
| Farnam Financial LLC | History | Reduced | 364,892 | 9,355 | 7.7% | 8.46% | 286 | -52,647 | -12.61% | Q1 2026 | Apr 27, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 334,399 | 9,349 | 3.71% | 3.5% | 287 | +4,360 | 1.32% | Q1 2026 | Apr 27, 2026 |
| Lido Advisors, LLC | History | Added to | 363,701 | 9,326 | 0.03% | 0.03% | 288 | +19,671 | 5.72% | Q1 2026 | May 13, 2026 |
| Attessa Capital LLC | History | Reduced | 362,110 | 9,284 | 5.05% | 5.48% | 289 | -10,705 | -2.87% | Q1 2026 | Apr 07, 2026 |
| Legacy Private Trust Co. | History | Added to | 361,265 | 9,262 | 0.57% | 0.56% | 290 | +8,742 | 2.48% | Q1 2026 | Apr 07, 2026 |
| Asset Dedication, LLC | History | Added to | 361,084 | 9,258 | 0.65% | 0.63% | 291 | +5,761 | 1.62% | Q1 2026 | May 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 356,282 | 9,135 | 0.02% | 0.02% | 292 | +442 | 0.12% | Q1 2026 | May 01, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 354,275 | 9,083 | 1.12% | 1.17% | 293 | -2,861 | -0.8% | Q1 2026 | Apr 10, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 353,258 | 9,057 | 0.23% | 0.25% | 294 | -2,265 | -0.64% | Q1 2026 | Apr 07, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 347,632 | 8,913 | 0.18% | 0.23% | 295 | -78,742 | -18.47% | Q1 2026 | May 15, 2026 |
| Lee Financial Co | History | Reduced | 344,613 | 8,835 | 1.25% | 1.29% | 296 | -10,586 | -2.98% | Q1 2026 | Apr 13, 2026 |
| Gradient Investments LLC | History | Added to | 342,348 | 8,777 | 0.14% | 0.13% | 297 | +31,513 | 10.14% | Q1 2026 | Apr 13, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 342,298 | 8,776 | 1.13% | 1.2% | 298 | -12,138 | -3.42% | Q1 2026 | May 07, 2026 |
| AlphaCore Capital LLC | History | Reduced | 340,280 | 8,724 | 0.21% | 0.21% | 299 | -8,840 | -2.53% | Q1 2026 | May 15, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 338,441 | 8,677 | 2.59% | 2.71% | 300 | +2,884 | 0.86% | Q1 2026 | May 05, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 336,094 | 8,604 | 1.13% | 1.2% | 301 | +13,598 | 4.22% | Q1 2026 | Apr 28, 2026 |
| Consilium Wealth Advisory, LLC | History | Reduced | 335,208 | 8,594 | 2.93% | 3.52% | 302 | -18,908 | -5.34% | Q1 2026 | Apr 20, 2026 |
| Element Wealth, LLC | History | Added to | 335,085 | 8,591 | 3.55% | 3.7% | 303 | +1,286 | 0.39% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | Reduced | 333,641 | 8,554 | 0.11% | 0.13% | 304 | -18,270 | -5.19% | Q1 2026 | May 15, 2026 |
| Oakwell Private Wealth Management, LLC | History | Reduced | 327,257 | 8,390 | 1.5% | 1.65% | 305 | -589 | -0.18% | Q1 2026 | May 01, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 318,037 | 8,154 | 0.35% | 0.35% | 306 | +21,665 | 7.31% | Q1 2026 | May 11, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 316,014 | 8,102 | 2.65% | 2.48% | 307 | +41,353 | 15.06% | Q1 2026 | Apr 24, 2026 |
| Circle Wealth Management, LLC | History | No change | 310,300 | 7,956 | 0.11% | 0.13% | 308 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VanderPol Investments L.L.C. | History | No change | 291,822 | 7,852 | 13.65% | 13.65% | 309 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Monetary Solutions, Ltd | History | Added to | 305,737 | 7,839 | 7.58% | 8.1% | 310 | +190 | 0.06% | Q1 2026 | May 01, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 305,184 | 7,824 | 0.5% | 0.52% | 311 | +624 | 0.2% | Q1 2026 | Apr 14, 2026 |
| Johnson Financial Group, LLC | History | Added to | 303,852 | 7,790 | 0.52% | 0.42% | 312 | +52,633 | 20.95% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 301,153 | 7,721 | 0.04% | 0.04% | 313 | -29,674 | -8.97% | Q1 2026 | Apr 24, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 298,997 | 7,666 | 0.08% | 0.09% | 314 | +7,761 | 2.66% | Q1 2026 | Apr 20, 2026 |
| MBL Wealth, LLC | History | Added to | 298,832 | 7,662 | 0.58% | 0.62% | 315 | +9,932 | 3.44% | Q1 2026 | Apr 28, 2026 |
| GPM Growth Investors, Inc. | History | Added to | 294,803 | 7,558 | 3.18% | 2.95% | 316 | +13,594 | 4.83% | Q1 2026 | Apr 24, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 294,754 | 7,557 | 0.01% | 0.01% | 317 | +51,271 | 21.06% | Q1 2026 | May 15, 2026 |
| Nicollet Investment Management, Inc. | History | Reduced | 292,876 | 7,509 | 2.57% | 2.5% | 318 | -654 | -0.22% | Q1 2026 | May 13, 2026 |
| Raine Group LLC | History | Added to | 291,783 | 7,481 | 71.06% | 72.18% | 319 | +460 | 0.16% | Q1 2026 | May 15, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 291,648 | 7,477 | 0.71% | 0.73% | 320 | +11,705 | 4.18% | Q1 2026 | May 13, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Reduced | 289,648 | 7,426 | 1.67% | 1.8% | 321 | -7,485 | -2.52% | Q1 2026 | Apr 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 287,397 | 7,368 | 0.03% | 0.02% | 322 | +83,436 | 40.91% | Q1 2026 | Apr 30, 2026 |
| Arcataur Capital Management LLC | History | Added to | 286,900 | 7,356 | 2.05% | 2.18% | 323 | +4,155 | 1.47% | Q1 2026 | Apr 22, 2026 |
| Red Tortoise LLC | History | Added to | 286,631 | 7,348 | 3.06% | 3.26% | 324 | +1,695 | 0.59% | Q1 2026 | Apr 21, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 259,680 | 7,343 | 0.09% | 0.09% | 325 | -298 | -0.11% | Q1 2026 | May 06, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 285,839 | 7,328 | 0.0% | 0.0% | 326 | -18,890 | -6.2% | Q1 2026 | May 05, 2026 |
| Cynosure Group, LLC | History | Added to | 282,868 | 7,292 | 0.91% | 0.74% | 327 | +11,789 | 4.35% | Q1 2026 | May 13, 2026 |
| Barden Capital Management, Inc. | History | Added to | 281,825 | 7,226 | 6.18% | 6.21% | 328 | +640 | 0.23% | Q1 2026 | Apr 07, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 278,800 | 7,148 | 1.37% | 1.44% | 329 | -440 | -0.16% | Q1 2026 | Apr 15, 2026 |
| SWS Partners | History | Reduced | 278,445 | 7,139 | 1.76% | 1.95% | 330 | -21,116 | -7.05% | Q1 2026 | Apr 21, 2026 |
| Ignite Planners, LLC | History | Added to | 277,239 | 7,108 | 1.1% | 1.1% | 331 | +12,556 | 4.74% | Q1 2026 | Apr 17, 2026 |
| Harbor Group, Inc. | History | Reduced | 277,142 | 7,105 | 1.03% | 1.14% | 332 | -6,076 | -2.15% | Q1 2026 | Apr 10, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 276,549 | 7,090 | 0.1% | 0.1% | 333 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 276,481 | 7,088 | 1.63% | 1.67% | 334 | +5,088 | 1.87% | Q1 2026 | Apr 28, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 275,048 | 7,052 | 1.04% | 1.08% | 335 | +13,775 | 5.27% | Q1 2026 | Apr 16, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Reduced | 274,068 | 7,027 | 3.09% | 3.23% | 336 | -830 | -0.3% | Q1 2026 | Apr 29, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 273,018 | 7,000 | 1.43% | 1.55% | 337 | -5,462 | -1.96% | Q1 2026 | Apr 06, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 270,923 | 6,946 | 1.82% | 1.91% | 338 | +1,723 | 0.64% | Q1 2026 | May 01, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 270,336 | 6,931 | 0.01% | 0.0% | 339 | +254,800 | 1640.06% | Q1 2026 | May 15, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 269,483 | 6,909 | 0.75% | 0.89% | 340 | -31,315 | -10.41% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 269,343 | 6,905 | 0.04% | 0.04% | 341 | +1,410 | 0.53% | Q1 2026 | May 13, 2026 |
| Triangle Securities Wealth Management | History | Added to | 268,645 | 6,888 | 1.56% | 1.47% | 342 | +9,781 | 3.78% | Q1 2026 | Apr 20, 2026 |
| Krilogy Financial LLC | History | Added to | 247,920 | 6,855 | 0.22% | 0.23% | 343 | +520 | 0.21% | Q1 2026 | Apr 17, 2026 |
| Somerset Group LLC | History | Added to | 244,908 | 6,854 | 5.09% | 4.97% | 344 | +2,797 | 1.16% | Q1 2026 | May 13, 2026 |
| FLOYD FINANCIAL GROUP LLC | History | Reduced | 247,689 | 6,833 | 4.56% | 4.56% | 345 | -389 | -0.16% | Q1 2026 | Apr 24, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 263,453 | 6,754 | 2.19% | 2.36% | 346 | -901 | -0.34% | Q1 2026 | May 01, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 261,172 | 6,696 | 1.74% | 1.84% | 347 | -4,688 | -1.76% | Q1 2026 | Apr 15, 2026 |
| VAN STRUM & TOWNE INC. | History | Added to | 260,829 | 6,687 | 1.95% | 1.83% | 348 | +17,858 | 7.35% | Q1 2026 | May 07, 2026 |
| Van Cleef Asset Management,Inc | History | Added to | 260,719 | 6,684 | 0.72% | 0.67% | 349 | +15,310 | 6.24% | Q1 2026 | May 01, 2026 |
| SFMG, LLC | History | Added to | 259,562 | 6,655 | 0.45% | 0.47% | 350 | +1,214 | 0.47% | Q1 2026 | May 12, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 257,991 | 6,614 | 0.1% | 0.11% | 351 | -12,207 | -4.52% | Q1 2026 | May 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 257,254 | 6,596 | 0.01% | 0.01% | 352 | +26,489 | 11.48% | Q1 2026 | May 13, 2026 |
| Santori & Peters, Inc. | History | Added to | 256,581 | 6,578 | 2.05% | 2.06% | 353 | +31,909 | 14.2% | Q1 2026 | May 07, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 255,571 | 6,552 | 2.58% | 2.88% | 354 | -10,213 | -3.84% | Q1 2026 | May 11, 2026 |
| Hamrick Investment Counsel, llc | History | Added to | 252,472 | 6,473 | 3.59% | 4.42% | 355 | +31,789 | 14.4% | Q1 2026 | May 11, 2026 |
| Cannon Capital Management, Inc. | History | Reduced | 251,099 | 6,438 | 5.23% | 5.95% | 356 | -354 | -0.14% | Q1 2026 | May 07, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 250,522 | 6,423 | 0.47% | 0.45% | 357 | -11,586 | -4.42% | Q1 2026 | Apr 16, 2026 |
| Sage Mountain Advisors LLC | History | No change | 249,841 | 6,405 | 0.45% | 0.36% | 358 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | Added to | 249,040 | 6,385 | 0.24% | 0.15% | 359 | +126,095 | 102.56% | Q1 2026 | Jun 18, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Reduced | 248,991 | 6,384 | 0.25% | 0.25% | 360 | -370 | -0.15% | Q1 2026 | May 12, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 246,185 | 6,312 | 0.35% | 0.42% | 361 | +1,424 | 0.58% | Q1 2026 | Apr 29, 2026 |
| HRT FINANCIAL LP | History | New | 245,480 | 6,294 | 0.02% | — | 362 | +245,480 | New | Q1 2026 | May 14, 2026 |
| Jacobs Equity LLC | History | Added to | 243,620 | 6,246 | 5.59% | 6.28% | 363 | +1,318 | 0.54% | Q1 2026 | May 14, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Reduced | 241,326 | 6,187 | 1.63% | 1.73% | 364 | -4,370 | -1.78% | Q1 2026 | Apr 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 240,352 | 6,162 | 0.12% | 0.14% | 365 | -17,650 | -6.84% | Q1 2026 | Apr 15, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 238,323 | 6,110 | 0.62% | 1.0% | 366 | -110,097 | -31.6% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Reduced | 237,826 | 6,097 | 0.13% | 0.14% | 367 | -904 | -0.38% | Q1 2026 | May 01, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 236,815 | 6,071 | 0.02% | 0.02% | 368 | -422 | -0.18% | Q1 2026 | May 08, 2026 |
| Stillwater Private Wealth, LLC | History | New | 234,769 | 6,019 | 5.09% | — | 369 | +234,769 | New | Q1 2026 | Jun 03, 2026 |
| U S WEALTH GROUP, LLC. | History | No change | 221,950 | 5,972 | 3.94% | 3.94% | 370 | 0 | 0.0% | Q4 2025 | Mar 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 228,529 | 5,859 | 0.07% | 0.15% | 371 | -204,834 | -47.27% | Q1 2026 | May 11, 2026 |
| Gambit Capital Management, LLC | History | Reduced | 225,731 | 5,787 | 3.98% | 4.48% | 372 | -7,116 | -3.06% | Q1 2026 | May 14, 2026 |
| Windsor Advisory Group, LLC | History | New | 225,196 | 5,774 | 4.82% | — | 373 | +225,196 | New | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Reduced | 224,944 | 5,767 | 1.33% | 1.45% | 374 | -6,572 | -2.84% | Q1 2026 | Apr 09, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 212,105 | 5,707 | 3.62% | 3.62% | 375 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rothschild Wealth LLC | History | Reduced | 221,265 | 5,673 | 0.51% | 0.61% | 376 | -15,137 | -6.4% | Q1 2026 | May 06, 2026 |
| CITIGROUP INC | History | Reduced | 220,765 | 5,660 | 0.0% | 0.0% | 377 | -23,686 | -9.69% | Q1 2026 | May 11, 2026 |
| True North Advisors, LLC | History | New | 220,341 | 5,649 | 0.64% | — | 378 | +220,341 | New | Q1 2026 | May 07, 2026 |
| Eagle Capital Management, LLC | History | Reduced | 219,367 | 5,625 | 2.22% | 2.17% | 379 | -2,218 | -1.0% | Q1 2026 | Apr 20, 2026 |
| Ocean Park Asset Management, LLC | History | Added to | 216,949 | 5,562 | 0.32% | 0.16% | 381 | +89,327 | 69.99% | Q1 2026 | Apr 16, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 216,949 | 5,562 | 0.04% | 0.03% | 380 | +89,299 | 69.96% | Q1 2026 | Apr 14, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 216,516 | 5,551 | 0.07% | 0.07% | 382 | -667 | -0.31% | Q1 2026 | May 01, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 215,514 | 5,525 | 0.4% | 0.37% | 383 | +18,036 | 9.13% | Q1 2026 | Apr 10, 2026 |
| BAILARD, INC. | History | Reduced | 213,765 | 5,480 | 0.13% | 0.13% | 384 | -1,594 | -0.74% | Q1 2026 | May 11, 2026 |
| Dorato Capital Management | History | Reduced | 201,785 | 5,377 | 3.97% | 4.19% | 385 | -2,883 | -1.41% | Q1 2026 | Apr 09, 2026 |
| Denver PWM, LLC | History | Reduced | 184,945 | 5,363 | 1.84% | 1.59% | 386 | -9,782 | -5.02% | Q1 2026 | May 12, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 207,642 | 5,323 | 0.79% | 0.82% | 387 | +710 | 0.34% | Q1 2026 | Apr 09, 2026 |
| SageView Advisory Group, LLC | History | No change | 197,838 | 5,323 | 0.18% | 0.18% | 388 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 207,316 | 5,315 | 0.91% | 0.97% | 389 | +3,357 | 1.65% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Added to | 204,409 | 5,241 | 0.02% | 0.02% | 390 | +1,694 | 0.84% | Q1 2026 | May 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 200,703 | 5,146 | 0.05% | 0.06% | 391 | -17,793 | -8.14% | Q1 2026 | May 14, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 199,959 | 5,126 | 0.31% | 0.37% | 392 | -24,356 | -10.86% | Q1 2026 | May 13, 2026 |
| COMMERCE BANK | History | Added to | 199,241 | 5,108 | 0.02% | 0.02% | 393 | +61,892 | 45.06% | Q1 2026 | May 11, 2026 |
| Omega Financial Group, LLC | History | Reduced | 198,290 | 5,084 | 1.65% | 1.88% | 394 | -14,359 | -6.75% | Q1 2026 | May 12, 2026 |
| Montis Financial, LLC | History | Reduced | 196,855 | 5,047 | 1.04% | 1.11% | 395 | -11,330 | -5.44% | Q1 2026 | May 11, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Reduced | 195,687 | 5,017 | 0.76% | 3.51% | 396 | -849,285 | -81.27% | Q1 2026 | May 01, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 195,003 | 4,999 | 0.22% | 0.26% | 397 | -12,804 | -6.16% | Q1 2026 | May 12, 2026 |
| ASPIRIANT, LLC | History | Reduced | 194,382 | 4,983 | 0.14% | 0.18% | 398 | -33,018 | -14.52% | Q1 2026 | May 12, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 194,111 | 4,977 | 1.38% | 1.48% | 399 | +19,618 | 11.24% | Q1 2026 | Apr 09, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 193,591 | 4,963 | 0.1% | 0.11% | 400 | +6,834 | 3.66% | Q1 2026 | Apr 27, 2026 |
| Sowell Financial Services LLC | History | Added to | 192,098 | 4,925 | 0.18% | 0.19% | 401 | +1,052 | 0.55% | Q1 2026 | Apr 20, 2026 |
| Ring Mountain Capital, LLC | History | Reduced | 191,639 | 4,914 | 2.69% | 2.69% | 402 | -489 | -0.25% | Q1 2026 | Apr 30, 2026 |
| DAVIDSON TRUST CO | History | Added to | 189,035 | 4,846 | 2.09% | 0.96% | 403 | +103,427 | 120.81% | Q1 2026 | Apr 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 188,916 | 4,843 | 0.0% | 0.0% | 404 | -7,735 | -3.93% | Q1 2026 | May 13, 2026 |
| ASSET PLANNING SERVICES INC /LA/ /ADV | History | Added to | 186,497 | 4,782 | 2.1% | 2.19% | 405 | +2,605 | 1.42% | Q1 2026 | Apr 21, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 186,486 | 4,781 | 3.21% | 3.21% | 406 | +14,536 | 8.45% | Q1 2026 | Apr 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 185,807 | 4,764 | 0.05% | 0.06% | 407 | -6,901 | -3.58% | Q1 2026 | Apr 28, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 243,015 | 4,751 | 0.95% | 0.13% | 408 | +160,888 | 195.9% | Q1 2026 | May 14, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 179,447 | 4,601 | 1.81% | 1.98% | 409 | -3,043 | -1.67% | Q1 2026 | Apr 08, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Reduced | 179,336 | 4,598 | 3.38% | 3.56% | 410 | -1,161 | -0.64% | Q1 2026 | Apr 22, 2026 |
| Atria Investments, Inc | History | Added to | 179,312 | 4,597 | 0.05% | 0.05% | 411 | +1,176 | 0.66% | Q1 2026 | May 05, 2026 |
| Tenret Co LLC | History | Reduced | 177,987 | 4,563 | 2.2% | 2.53% | 412 | -7,358 | -3.97% | Q1 2026 | May 27, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 176,916 | 4,536 | 1.82% | 2.02% | 413 | -15,395 | -8.01% | Q1 2026 | Apr 23, 2026 |
| Code Waechter LLC | History | Reduced | 176,163 | 4,516 | 2.68% | 3.05% | 414 | -337 | -0.19% | Q1 2026 | Apr 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 166,304 | 4,475 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 165,907 | 4,464 | 0.08% | 0.08% | 416 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 173,748 | 4,454 | 0.36% | 0.41% | 417 | -5,439 | -3.04% | Q1 2026 | Apr 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 170,748 | 4,378 | 0.01% | 0.01% | 418 | +30,027 | 21.34% | Q1 2026 | Apr 22, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 156,034 | 4,372 | 0.08% | — | 419 | +156,034 | New | Q1 2026 | May 01, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 169,595 | 4,348 | 0.14% | 0.09% | 420 | -17,768 | -9.48% | Q1 2026 | Apr 29, 2026 |
| HANSEATIC MANAGEMENT SERVICES INC | History | New | 169,320 | 4,341 | 4.16% | — | 421 | +169,320 | New | Q1 2026 | May 06, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 169,078 | 4,335 | 1.1% | 1.21% | 422 | -4,722 | -2.72% | Q1 2026 | Apr 28, 2026 |
| Asset Management Group, Inc. | History | Reduced | 168,529 | 4,321 | 0.7% | 0.74% | 423 | -490 | -0.29% | Q1 2026 | May 15, 2026 |
| Creekside Partners | History | Reduced | 167,965 | 4,306 | 1.77% | 1.94% | 424 | -2,406 | -1.41% | Q1 2026 | Apr 21, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 167,463 | 4,293 | 0.3% | 0.34% | 425 | -9,325 | -5.27% | Q1 2026 | May 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 166,616 | 4,272 | 0.16% | 0.15% | 426 | +5 | 0.0% | Q1 2026 | May 07, 2026 |
| Clearstead Advisors, LLC | History | Added to | 166,019 | 4,256 | 0.04% | 0.04% | 427 | +58,314 | 54.14% | Q1 2026 | May 06, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 164,561 | 4,219 | 0.17% | 0.17% | 428 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 163,980 | 4,204 | 0.69% | 0.61% | 429 | +29,100 | 21.57% | Q1 2026 | Apr 21, 2026 |
| GODSEY & GIBB, INC | History | Added to | 163,789 | 4,199 | 0.37% | 0.36% | 430 | +13,101 | 8.69% | Q1 2026 | Apr 20, 2026 |
| RMR Wealth Builders | History | Reduced | 163,774 | 4,199 | 0.33% | 0.36% | 431 | -1,240 | -0.75% | Q1 2026 | Apr 22, 2026 |
| Ironwood Wealth Management, LLC. | History | Reduced | 163,514 | 4,192 | 1.2% | 1.34% | 432 | -5,932 | -3.5% | Q1 2026 | Apr 23, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 161,736 | 4,146 | 2.97% | 3.02% | 433 | -3,145 | -1.91% | Q1 2026 | May 12, 2026 |
| Seros Financial, LLC | History | Added to | 161,616 | 4,143 | 2.64% | 1.99% | 434 | +35,597 | 28.25% | Q1 2026 | May 05, 2026 |
| MeadowBrook Investment Advisors LLC | History | Added to | 161,301 | 4,135 | 3.66% | 3.61% | 435 | +3,769 | 2.39% | Q1 2026 | Apr 22, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 160,379 | 4,112 | 0.14% | 0.16% | 436 | -9,237 | -5.45% | Q1 2026 | May 14, 2026 |
| Missouri Trust & Investment Co | History | Reduced | 160,371 | 4,111 | 1.21% | 1.45% | 437 | -23,014 | -12.55% | Q1 2026 | May 14, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 158,494 | 4,063 | 0.32% | 0.35% | 438 | +276 | 0.17% | Q1 2026 | May 01, 2026 |
| Values Added Financial LLC | History | Added to | 158,323 | 4,059 | 1.71% | 1.79% | 439 | +605 | 0.38% | Q1 2026 | Apr 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 157,329 | 4,034 | 0.03% | 0.04% | 440 | -3,341 | -2.08% | Q1 2026 | Apr 07, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 156,669 | 4,017 | 0.04% | 0.05% | 441 | -5,743 | -3.54% | Q1 2026 | May 13, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 156,476 | 4,012 | 0.94% | 0.97% | 442 | -198 | -0.13% | Q1 2026 | May 08, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 156,391 | 4,009 | 1.75% | 1.89% | 443 | -7,069 | -4.32% | Q1 2026 | Apr 28, 2026 |
| Brookstone Capital Management | History | Added to | 156,180 | 4,004 | 0.05% | 0.03% | 444 | +47,237 | 43.36% | Q1 2026 | Apr 16, 2026 |
| Berkeley, Inc | History | Reduced | 154,773 | 3,968 | 1.33% | 1.39% | 445 | -7,452 | -4.59% | Q1 2026 | Apr 24, 2026 |
| Fort Vancouver Investment Management, LLC | History | Reduced | 153,810 | 3,943 | 2.0% | 2.35% | 446 | -9,525 | -5.83% | Q1 2026 | May 15, 2026 |
| Summit Place Financial Advisors, LLC | History | Reduced | 153,527 | 3,936 | 1.89% | 2.0% | 447 | -250 | -0.16% | Q1 2026 | May 01, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 153,244 | 3,929 | 3.6% | 3.58% | 448 | +11,622 | 8.21% | Q1 2026 | May 08, 2026 |
| Carr Financial Group Corp | History | Reduced | 153,008 | 3,923 | 1.03% | 1.22% | 449 | -17,873 | -10.46% | Q1 2026 | May 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 152,179 | 3,901 | 0.01% | — | 450 | +152,179 | New | Q1 2026 | May 12, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 151,679 | 3,889 | 0.15% | 0.15% | 451 | +6,848 | 4.73% | Q1 2026 | May 01, 2026 |
| WJ Financial Advisors LLC | History | Reduced | 151,498 | 3,884 | 3.14% | 3.65% | 452 | -678 | -0.45% | Q1 2026 | May 04, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 150,844 | 3,867 | 0.05% | 0.05% | 453 | -555 | -0.37% | Q1 2026 | May 13, 2026 |
| Benson Investment Management Company, Inc. | History | New | 150,802 | 3,866 | 34.32% | — | 455 | +150,802 | New | Q1 2026 | Apr 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 150,791 | 3,866 | 0.28% | 0.32% | 454 | -7,140 | -4.52% | Q1 2026 | Apr 20, 2026 |
| Procyon Advisors, LLC | History | Reduced | 150,735 | 3,864 | 0.19% | 0.21% | 456 | -3,700 | -2.4% | Q1 2026 | May 04, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 150,654 | 3,862 | 0.14% | 0.14% | 457 | -1,519 | -1.0% | Q1 2026 | May 06, 2026 |
| Peachtree Investment Partners, LLC | History | Reduced | 149,708 | 3,838 | 1.46% | 3.38% | 458 | -229,014 | -60.47% | Q1 2026 | May 08, 2026 |
| Maia Wealth LLC | History | Reduced | 149,392 | 3,830 | 0.65% | 0.69% | 459 | -1,596 | -1.06% | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | Reduced | 148,073 | 3,796 | 0.07% | 0.08% | 460 | -10,711 | -6.75% | Q1 2026 | Jun 02, 2026 |
| ETF Store, Inc. | History | Added to | 147,172 | 3,773 | 3.67% | 4.01% | 461 | +1,150 | 0.79% | Q1 2026 | Apr 30, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 146,817 | 3,764 | 0.12% | 0.12% | 462 | +5,098 | 3.6% | Q1 2026 | Apr 27, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 145,173 | 3,722 | 0.26% | 0.26% | 463 | -176 | -0.12% | Q1 2026 | May 05, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 143,312 | 3,674 | 2.15% | 2.15% | 464 | +2,042 | 1.45% | Q1 2026 | May 14, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Reduced | 142,872 | 3,663 | 0.62% | 0.67% | 465 | -1,881 | -1.3% | Q1 2026 | Apr 14, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Added to | 142,120 | 3,643 | 0.66% | 0.69% | 466 | +1,606 | 1.14% | Q1 2026 | May 01, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 142,047 | 3,642 | 1.15% | 1.45% | 467 | -13,647 | -8.77% | Q1 2026 | Apr 15, 2026 |
| Poehling Capital Management, INC. | History | Reduced | 141,707 | 3,633 | 0.76% | 0.84% | 468 | -10,000 | -6.59% | Q1 2026 | Apr 21, 2026 |
| Larson Financial Group LLC | History | Added to | 140,913 | 3,613 | 0.12% | 0.09% | 469 | +38,419 | 37.48% | Q1 2026 | May 15, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 137,921 | 3,536 | 0.64% | 0.83% | 470 | -167,025 | -54.77% | Q1 2026 | Apr 21, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 137,747 | 3,531 | 0.48% | 0.49% | 471 | -4,735 | -3.32% | Q1 2026 | Apr 08, 2026 |
| RCW Management, LLC | History | Reduced | 137,000 | 3,512 | 3.6% | 3.73% | 472 | -219 | -0.16% | Q1 2026 | Apr 15, 2026 |
| Phil A. Younker & Associates, Ltd. | History | No change | 136,750 | 3,506 | 2.34% | 2.57% | 473 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 136,532 | 3,500 | 1.94% | 2.29% | 474 | +72 | 0.05% | Q1 2026 | Apr 16, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 135,639 | 3,477 | 0.72% | 0.79% | 475 | +1,651 | 1.23% | Q1 2026 | May 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 135,270 | 3,468 | 0.13% | 0.13% | 476 | +2,998 | 2.27% | Q1 2026 | May 12, 2026 |
| Dakota Wealth Management | History | Reduced | 135,154 | 3,465 | 0.07% | 0.15% | 477 | -179,872 | -57.1% | Q1 2026 | May 07, 2026 |
| Wealth Group Ltd | History | Added to | 135,076 | 3,463 | 0.79% | 0.79% | 478 | +3,410 | 2.59% | Q1 2026 | Apr 10, 2026 |
| Elser Financial Planning, Inc | History | Reduced | 134,137 | 3,438 | 0.17% | 2.64% | 479 | -1,334 | -0.98% | Q1 2026 | Apr 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 134,052 | 3,437 | 0.05% | 0.05% | 480 | +6,334 | 4.96% | Q1 2026 | Apr 09, 2026 |
| Indivisible Partners | History | Added to | 133,899 | 3,433 | 0.3% | 0.39% | 481 | +975 | 0.73% | Q1 2026 | Apr 30, 2026 |
| Wedmont Private Capital | History | Added to | 128,698 | 3,429 | 0.11% | 0.12% | 482 | +84 | 0.07% | Q1 2026 | Apr 09, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 133,145 | 3,413 | 0.3% | — | 483 | +133,145 | New | Q1 2026 | May 06, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Reduced | 132,717 | 3,402 | 0.81% | 0.88% | 484 | -675 | -0.51% | Q1 2026 | Apr 22, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 131,851 | 3,380 | 2.35% | 2.62% | 485 | +26,925 | 25.66% | Q1 2026 | Apr 22, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Reduced | 131,523 | 3,372 | 1.0% | 1.12% | 486 | -2,936 | -2.18% | Q1 2026 | Apr 20, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 130,985 | 3,358 | 0.22% | 0.23% | 487 | +272 | 0.21% | Q1 2026 | Apr 17, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 128,823 | 3,303 | 0.05% | 0.07% | 488 | -47,609 | -26.98% | Q1 2026 | May 15, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Reduced | 128,096 | 3,284 | 0.7% | 0.78% | 489 | -5,935 | -4.43% | Q1 2026 | Apr 10, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 126,942 | 3,254 | 0.01% | 0.01% | 490 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 120,346 | 3,239 | 0.86% | 0.86% | 491 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Flower City Capital | History | Reduced | 125,913 | 3,228 | 1.62% | 1.74% | 492 | -930 | -0.73% | Q1 2026 | Apr 14, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 125,148 | 3,208 | 0.75% | 0.88% | 493 | -8,185 | -6.14% | Q1 2026 | Apr 24, 2026 |
| IF Advisors, LLC | History | Added to | 124,975 | 3,204 | 2.26% | 1.74% | 494 | +45,560 | 57.37% | Q1 2026 | May 13, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 124,393 | 3,189 | 0.15% | 0.16% | 495 | +158 | 0.13% | Q1 2026 | May 15, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 124,349 | 3,188 | 2.18% | 2.26% | 496 | -1,341 | -1.07% | Q1 2026 | May 04, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 123,908 | 3,177 | 0.18% | 0.36% | 498 | -103,394 | -45.49% | Q1 2026 | Apr 30, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 123,912 | 3,177 | 0.16% | 0.14% | 497 | +24,054 | 24.09% | Q1 2026 | Apr 17, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 123,729 | 3,172 | 0.44% | 0.46% | 499 | -3,106 | -2.45% | Q1 2026 | May 04, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 121,927 | 3,168 | 0.07% | 0.07% | 500 | +2,540 | 2.13% | Q1 2026 | Apr 28, 2026 |
| Apella Capital, LLC | History | Added to | 112,680 | 3,153 | 0.05% | 0.06% | 501 | +5,748 | 5.38% | Q1 2026 | Apr 20, 2026 |
| Roundview Capital LLC | History | Reduced | 122,932 | 3,151 | 0.2% | 0.21% | 502 | -2,620 | -2.09% | Q1 2026 | May 08, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 121,504 | 3,115 | 1.45% | 1.44% | 503 | +8,153 | 7.19% | Q1 2026 | May 14, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 121,252 | 3,108 | 0.91% | 0.99% | 504 | +408 | 0.34% | Q1 2026 | Apr 22, 2026 |
| 71 West Capital Partners | History | New | 120,998 | 3,102 | 0.14% | — | 505 | +120,998 | New | Q1 2026 | May 06, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 120,342 | 3,085 | 0.26% | 0.29% | 506 | -11,919 | -9.01% | Q1 2026 | May 11, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 119,707 | 3,069 | 0.07% | 0.07% | 507 | +532 | 0.45% | Q1 2026 | Apr 29, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 119,574 | 3,065 | 0.16% | 0.27% | 508 | -80,974 | -40.38% | Q1 2026 | Apr 29, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 118,679 | 3,042 | 1.37% | 2.39% | 509 | -82,267 | -40.94% | Q1 2026 | Apr 23, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 118,211 | 3,030 | 0.05% | 0.05% | 510 | -4,486 | -3.66% | Q1 2026 | Apr 27, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 116,177 | 2,978 | 0.3% | 0.33% | 511 | +4,692 | 4.21% | Q1 2026 | Apr 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 114,659 | 2,939 | 0.01% | 0.01% | 512 | +30,070 | 35.55% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 114,130 | 2,926 | 0.04% | 0.04% | 513 | +19,055 | 20.04% | Q1 2026 | Apr 17, 2026 |
| Next Capital Management LLC | History | Added to | 114,110 | 2,925 | 0.89% | 0.98% | 514 | +458 | 0.4% | Q1 2026 | May 07, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 114,010 | 2,923 | 0.01% | — | 515 | +114,010 | New | Q1 2026 | May 12, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 113,715 | 2,915 | 0.07% | 0.1% | 517 | -55,635 | -32.85% | Q1 2026 | May 08, 2026 |
| &PARTNERS | History | Added to | 113,690 | 2,915 | 0.01% | 0.01% | 516 | +45,862 | 67.62% | Q1 2026 | May 15, 2026 |
| Hurley Capital, LLC | History | Reduced | 113,379 | 2,907 | 1.56% | 1.73% | 518 | -1,770 | -1.54% | Q1 2026 | May 06, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | No change | 112,662 | 2,888 | 4.52% | 5.03% | 519 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 111,911 | 2,869 | 0.18% | 0.21% | 520 | -2,169 | -1.9% | Q1 2026 | Apr 28, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 111,886 | 2,868 | 0.23% | 0.25% | 521 | +325 | 0.29% | Q1 2026 | Apr 22, 2026 |
| JM2 Capital Inc. | History | Reduced | 111,785 | 2,866 | 2.38% | 2.43% | 522 | -333 | -0.3% | Q1 2026 | Apr 27, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 111,354 | 2,855 | 0.04% | 0.04% | 523 | -3,495 | -3.04% | Q1 2026 | Apr 21, 2026 |
| Cooper Financial Group | History | Added to | 110,954 | 2,844 | 0.29% | 0.27% | 524 | +15,914 | 16.74% | Q1 2026 | Apr 07, 2026 |
| Vantage Financial Partners, LLC | History | No change | 105,304 | 2,833 | 0.58% | 0.58% | 525 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WEDGEWOOD INVESTORS INC /PA/ | History | Added to | 109,945 | 2,818 | 3.23% | 2.83% | 526 | +17,737 | 19.24% | Q1 2026 | May 05, 2026 |
| Midwest Trust Co | History | Reduced | 108,999 | 2,794 | 0.03% | 0.04% | 527 | -3,403 | -3.03% | Q1 2026 | May 01, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 108,690 | 2,786 | 0.15% | 0.21% | 528 | -64,513 | -37.25% | Q1 2026 | Apr 28, 2026 |
| WealthShield Partners, LLC | History | Reduced | 107,966 | 2,768 | 0.31% | 0.33% | 529 | -2,056 | -1.87% | Q1 2026 | May 01, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 107,355 | 2,752 | 0.13% | 0.15% | 530 | +9,242 | 9.42% | Q1 2026 | Apr 15, 2026 |
| Bawa N Mallick Trust | History | No change | 105,900 | 2,715 | 1.11% | 1.06% | 531 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Front Row Advisors LLC | History | Added to | 105,629 | 2,708 | 0.92% | 0.95% | 532 | +3 | 0.0% | Q1 2026 | May 19, 2026 |
| Westmount Partners, LLC | History | No change | 105,342 | 2,700 | 0.66% | 0.71% | 533 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Sun Financial Inc | History | Added to | 91,442 | 2,689 | 1.35% | 1.34% | 534 | +1,983 | 2.22% | Q1 2026 | May 15, 2026 |
| First Growth Capital LLC | History | No change | 103,820 | 2,682 | 2.42% | 2.52% | 535 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Zhang Financial LLC | History | Reduced | 103,728 | 2,659 | 0.09% | 0.11% | 536 | -2,155 | -2.04% | Q1 2026 | May 06, 2026 |
| Virtue Capital Management, LLC | History | Added to | 106,518 | 2,654 | 0.4% | 0.24% | 537 | +47,627 | 80.87% | Q1 2026 | May 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 102,817 | 2,636 | 0.03% | 0.02% | 538 | +47,025 | 84.29% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 102,619 | 2,631 | 0.04% | 0.04% | 539 | +5,938 | 6.14% | Q1 2026 | Apr 07, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 102,584 | 2,630 | 1.03% | 1.09% | 540 | +3,085 | 3.1% | Q1 2026 | Apr 17, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 101,652 | 2,601 | 1.49% | 1.48% | 541 | +4,093 | 4.2% | Q1 2026 | May 13, 2026 |
| GuidedMoney, LLC | History | No change | 100,630 | 2,580 | 1.35% | 1.45% | 542 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 100,569 | 2,578 | 0.92% | 0.99% | 543 | -1,526 | -1.49% | Q1 2026 | May 14, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 99,954 | 2,562 | 0.87% | 1.65% | 544 | -93,418 | -48.31% | Q1 2026 | Apr 08, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 99,912 | 2,561 | 0.07% | 0.09% | 545 | -10,272 | -9.32% | Q1 2026 | Apr 09, 2026 |
| EWA, LLC | History | Reduced | 99,791 | 2,558 | 0.58% | 0.85% | 546 | -29,656 | -22.91% | Q1 2026 | Apr 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 99,457 | 2,550 | 0.07% | 0.03% | 547 | +57,212 | 135.43% | Q1 2026 | May 15, 2026 |
| S.E.E.D. Planning Group LLC | History | Added to | 98,100 | 2,515 | 0.73% | 0.69% | 548 | +7,872 | 8.72% | Q1 2026 | Apr 23, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 97,996 | 2,512 | 0.35% | 0.39% | 549 | -4,434 | -4.33% | Q1 2026 | Apr 29, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 97,767 | 2,506 | 0.87% | 1.03% | 550 | -717 | -0.73% | Q1 2026 | Apr 21, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 97,305 | 2,494 | 0.01% | 0.01% | 551 | -84,589 | -46.5% | Q1 2026 | May 14, 2026 |
| WLTH Capital Management, LLC | History | No change | 97,040 | 2,488 | 1.95% | 2.02% | 552 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Independent Advisor Alliance | History | Added to | 96,263 | 2,468 | 0.03% | 0.02% | 553 | +58,306 | 153.61% | Q1 2026 | May 12, 2026 |
| Phocas Financial Corp. | History | Reduced | 95,994 | 2,461 | 0.39% | 0.35% | 554 | -5,130 | -5.07% | Q1 2026 | Apr 30, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 95,828 | 2,457 | 0.02% | 0.02% | 555 | -21,375 | -18.24% | Q1 2026 | May 14, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 95,539 | 2,449 | 2.06% | 2.2% | 556 | -10 | -0.01% | Q1 2026 | Apr 22, 2026 |
| Lynx Investment Advisory | History | Added to | 95,321 | 2,444 | 1.17% | 0.68% | 557 | +49,104 | 106.25% | Q1 2026 | Apr 24, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 95,065 | 2,437 | 0.49% | 0.51% | 558 | +1,087 | 1.16% | Q1 2026 | May 12, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 94,907 | 2,433 | 0.15% | 0.17% | 559 | -6,036 | -5.98% | Q1 2026 | May 12, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 94,585 | 2,425 | 0.69% | 0.61% | 560 | +11,588 | 13.96% | Q1 2026 | Apr 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 94,520 | 2,423 | 0.01% | 0.01% | 561 | +775 | 0.83% | Q1 2026 | May 14, 2026 |
| SouthState Bank Corp | History | Reduced | 93,740 | 2,403 | 0.11% | 0.12% | 562 | -2,786 | -2.89% | Q1 2026 | May 05, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 93,587 | 2,399 | 0.31% | 0.36% | 563 | -2,724 | -2.83% | Q1 2026 | Apr 17, 2026 |
| Plancorp, LLC | History | Reduced | 89,434 | 2,393 | 0.07% | 0.08% | 564 | -4,409 | -4.7% | Q1 2026 | Apr 14, 2026 |
| Callan Family Office, LLC | History | No change | 93,000 | 2,384 | 0.05% | 0.05% | 565 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 92,091 | 2,361 | 0.45% | 0.44% | 566 | +567 | 0.62% | Q1 2026 | Apr 29, 2026 |
| Successful Portfolios LLC | History | Added to | 91,991 | 2,354 | 1.3% | 1.25% | 567 | +2,636 | 2.95% | Q1 2026 | Apr 13, 2026 |
| OFS Enterprise LLC | History | New | 91,609 | 2,348 | 0.69% | — | 568 | +91,609 | New | Q1 2026 | Apr 09, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 90,718 | 2,326 | 0.52% | 0.6% | 569 | -2,313 | -2.49% | Q1 2026 | May 14, 2026 |
| VERITY Wealth Advisors | History | Reduced | 90,161 | 2,311 | 1.54% | 2.18% | 570 | -40,452 | -30.97% | Q1 2026 | Apr 09, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Reduced | 89,940 | 2,306 | 0.63% | 1.13% | 571 | -8,275 | -8.43% | Q1 2026 | Apr 08, 2026 |
| Capital Advantage, Inc. | History | Reduced | 89,830 | 2,303 | 0.3% | 0.33% | 572 | -232 | -0.26% | Q1 2026 | Apr 10, 2026 |
| Coastline Complete Wealth LLC | History | Added to | 89,000 | 2,281 | 1.41% | 1.5% | 573 | +265 | 0.3% | Q1 2026 | May 22, 2026 |
| RIA Advisory Group LLC | History | Reduced | 88,611 | 2,271 | 0.54% | 0.58% | 574 | -1,030 | -1.15% | Q1 2026 | Apr 23, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 88,562 | 2,270 | 0.23% | 0.24% | 575 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 88,518 | 2,269 | 0.1% | 0.09% | 576 | +12,075 | 15.8% | Q1 2026 | May 06, 2026 |
| Daybright Advisory Services, Inc. | History | Reduced | 87,705 | 2,248 | 0.62% | 0.66% | 577 | -3,848 | -4.2% | Q1 2026 | May 12, 2026 |
| American Financial Advisors, LLC | History | Added to | 87,475 | 2,242 | 0.3% | 0.27% | 579 | +9,183 | 11.73% | Q1 2026 | May 13, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 87,451 | 2,242 | 0.25% | 0.27% | 578 | +625 | 0.72% | Q1 2026 | Apr 13, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | Reduced | 87,304 | 2,238 | 0.41% | 0.44% | 580 | -3,547 | -3.9% | Q1 2026 | May 11, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 86,630 | 2,221 | 0.68% | 0.53% | 581 | -5,023 | -5.48% | Q1 2026 | May 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 85,757 | 2,198 | 0.01% | 0.01% | 582 | +8,608 | 11.16% | Q1 2026 | Apr 24, 2026 |
| Aspen Investment Management Inc | History | Added to | 85,740 | 2,198 | 0.67% | 0.64% | 583 | +7,243 | 9.23% | Q1 2026 | Apr 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 85,300 | 2,187 | 0.0% | 0.02% | 584 | -300,600 | -77.9% | Q1 2026 | May 14, 2026 |
| American Investment Services, Inc. | History | Reduced | 85,125 | 2,182 | 0.49% | 0.53% | 586 | -453 | -0.53% | Q1 2026 | May 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 85,121 | 2,182 | 0.13% | 0.14% | 585 | +430 | 0.51% | Q1 2026 | Apr 13, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 85,099 | 2,181 | 0.72% | 1.15% | 587 | +131 | 0.15% | Q1 2026 | Apr 20, 2026 |
| Verum Partners LLC | History | Added to | 85,038 | 2,180 | 0.41% | 0.46% | 588 | +115 | 0.14% | Q1 2026 | Apr 15, 2026 |
| Bull Oak Capital, LLC | History | Added to | 84,680 | 2,171 | 0.83% | 0.93% | 589 | +168 | 0.2% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 84,550 | 2,167 | 0.0% | 0.01% | 590 | +19,884 | 30.75% | Q1 2026 | May 01, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 84,342 | 2,162 | 0.45% | 0.48% | 591 | -2,211 | -2.55% | Q1 2026 | Apr 15, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Reduced | 84,152 | 2,157 | 0.25% | 0.28% | 592 | -8,454 | -9.13% | Q1 2026 | Apr 24, 2026 |
| Foster Group, Inc. | History | Added to | 84,082 | 2,155 | 0.06% | 0.06% | 593 | +10,688 | 14.56% | Q1 2026 | Apr 13, 2026 |
| Orographic Financial Advisors, LLC | History | New | 83,788 | 2,148 | 1.52% | — | 594 | +83,788 | New | Q1 2026 | May 19, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 83,323 | 2,136 | 0.03% | 0.03% | 595 | -3,532 | -4.07% | Q1 2026 | Apr 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 82,881 | 2,125 | 0.05% | 0.05% | 596 | +4,756 | 6.09% | Q1 2026 | May 15, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 81,736 | 2,095 | 0.33% | 0.34% | 597 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 77,969 | 2,088 | 0.15% | 0.16% | 598 | +605 | 0.78% | Q1 2026 | Apr 13, 2026 |
| Aspiring Ventures, LLC | History | Reduced | 81,260 | 2,083 | 0.63% | 0.79% | 599 | -4,989 | -5.78% | Q1 2026 | May 05, 2026 |
| Plotkin Financial Advisors, LLC | History | Added to | 81,104 | 2,079 | 1.04% | 1.04% | 600 | +1,637 | 2.06% | Q1 2026 | May 11, 2026 |
| Wynn Capital, LLC | History | No change | 81,015 | 2,077 | 1.07% | 1.06% | 601 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 79,820 | 2,046 | 0.44% | 0.46% | 602 | +26 | 0.03% | Q1 2026 | May 04, 2026 |
| OUTFITTERS FINANCIAL LLC | History | Reduced | 79,770 | 2,045 | 1.58% | 1.79% | 603 | -4,880 | -5.76% | Q1 2026 | Apr 21, 2026 |
| Cross Staff Investments Inc | History | Added to | 79,693 | 2,043 | 1.03% | 1.13% | 604 | +3,160 | 4.13% | Q1 2026 | Apr 23, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 79,379 | 2,035 | 0.22% | 0.24% | 605 | -1,225 | -1.52% | Q1 2026 | Apr 14, 2026 |
| Econ Financial Services Corp | History | Added to | 79,136 | 2,029 | 0.94% | 0.55% | 606 | +38,416 | 94.34% | Q1 2026 | Apr 21, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 78,688 | 2,017 | 1.56% | 1.66% | 607 | -897 | -1.13% | Q1 2026 | Apr 28, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 78,534 | 2,013 | 0.03% | 0.03% | 608 | -815 | -1.03% | Q1 2026 | May 13, 2026 |
| Elgethun Capital Management | History | Reduced | 78,268 | 2,006 | 0.33% | 0.36% | 609 | -197 | -0.25% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 78,110 | 2,002 | 0.23% | — | 610 | +78,110 | New | Q1 2026 | May 15, 2026 |
| Shearwater Capital LLC | History | New | 77,331 | 1,982 | 1.04% | — | 611 | +77,331 | New | Q1 2026 | Apr 09, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 77,221 | 1,979 | 0.13% | 0.12% | 612 | +10,746 | 16.17% | Q1 2026 | Apr 15, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 76,846 | 1,970 | 0.12% | 0.15% | 613 | -8,427 | -9.88% | Q1 2026 | Jun 09, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 76,690 | 1,966 | 0.14% | 0.12% | 614 | +17,746 | 30.11% | Q1 2026 | May 06, 2026 |
| Wiser Advisor Group LLC | History | Reduced | 76,644 | 1,965 | 2.38% | 2.38% | 615 | -791 | -1.02% | Q1 2026 | Apr 22, 2026 |
| Main Street Group, LTD | History | Reduced | 76,613 | 1,964 | 0.58% | 0.71% | 616 | -109 | -0.14% | Q1 2026 | May 06, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 72,789 | 1,958 | 0.09% | 0.09% | 617 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| 93 Financial Group, LLC | History | Reduced | 76,175 | 1,953 | 0.87% | 0.9% | 618 | -289 | -0.38% | Q1 2026 | May 05, 2026 |
| Oldfather Financial Services, LLC | History | No change | 72,170 | 1,942 | 0.58% | 0.58% | 619 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Womack Financial LLC | History | Added to | 75,693 | 1,940 | 1.43% | 1.26% | 620 | +12,300 | 19.4% | Q1 2026 | May 11, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 75,063 | 1,924 | 0.31% | 0.36% | 621 | -4,647 | -5.83% | Q1 2026 | Apr 07, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 74,984 | 1,922 | 0.06% | 0.06% | 622 | +5,296 | 7.6% | Q1 2026 | May 13, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Reduced | 74,992 | 1,922 | 0.8% | 0.82% | 623 | -150 | -0.2% | Q1 2026 | May 06, 2026 |
| BROWN ADVISORY INC | History | Added to | 74,653 | 1,914 | 0.0% | 0.0% | 624 | +582 | 0.79% | Q1 2026 | May 15, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 74,146 | 1,901 | 0.16% | 0.18% | 625 | +1,256 | 1.72% | Q1 2026 | Apr 09, 2026 |
| Arax Advisory Partners | History | Added to | 73,853 | 1,893 | 0.05% | 0.02% | 626 | +43,458 | 142.98% | Q1 2026 | May 13, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 73,855 | 1,893 | 0.3% | 0.31% | 627 | -88 | -0.12% | Q1 2026 | Apr 13, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 73,574 | 1,886 | 0.05% | 0.05% | 628 | -208 | -0.28% | Q1 2026 | May 13, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 73,444 | 1,883 | 0.01% | 0.01% | 629 | +13,156 | 21.82% | Q1 2026 | May 07, 2026 |
| FineMark National Bank & Trust | History | No change | 69,438 | 1,868 | 0.06% | 0.06% | 630 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 72,599 | 1,861 | 0.1% | 0.11% | 631 | +174 | 0.24% | Q1 2026 | Apr 20, 2026 |
| MADDEN SECURITIES Corp | History | Added to | 72,271 | 1,853 | 0.56% | 0.59% | 632 | +824 | 1.15% | Q1 2026 | May 05, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 72,174 | 1,850 | 0.39% | 0.35% | 633 | +10,103 | 16.28% | Q1 2026 | May 05, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 72,029 | 1,846 | 0.19% | 0.2% | 634 | +11 | 0.02% | Q1 2026 | May 07, 2026 |
| RED REEF ADVISORS LLC | History | Added to | 70,826 | 1,815 | 1.9% | 1.87% | 635 | +2,568 | 3.76% | Q1 2026 | May 12, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 70,530 | 1,808 | 0.16% | 0.17% | 636 | +2,907 | 4.3% | Q1 2026 | Apr 07, 2026 |
| AlTi Global, Inc. | History | Added to | 70,344 | 1,803 | 0.04% | 0.04% | 637 | +191 | 0.27% | Q1 2026 | May 07, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 70,179 | 1,799 | 0.17% | 0.18% | 638 | +66 | 0.09% | Q1 2026 | Apr 13, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 70,093 | 1,797 | 0.11% | 0.12% | 639 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 69,172 | 1,773 | 0.03% | 0.04% | 640 | +31 | 0.04% | Q1 2026 | May 11, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 69,032 | 1,769 | 0.63% | — | 643 | +69,032 | New | Q1 2026 | May 13, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 69,008 | 1,769 | 0.2% | 0.21% | 642 | -561 | -0.81% | Q1 2026 | May 11, 2026 |
| Evanson Asset Management, LLC | History | Added to | 69,008 | 1,769 | 0.09% | 0.1% | 641 | +348 | 0.51% | Q1 2026 | Apr 08, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 68,839 | 1,765 | 0.03% | 0.04% | 644 | -16,426 | -19.26% | Q1 2026 | May 14, 2026 |
| AMG National Trust Bank | History | Added to | 68,727 | 1,762 | 0.04% | 0.04% | 645 | +58 | 0.08% | Q1 2026 | May 04, 2026 |
| Victrix Investment Advisors | History | Reduced | 68,628 | 1,759 | 0.64% | 0.79% | 646 | -7,569 | -9.93% | Q1 2026 | Apr 09, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 67,958 | 1,742 | 0.82% | 0.89% | 647 | -7,188 | -9.57% | Q1 2026 | May 14, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 67,695 | 1,735 | 0.04% | 0.05% | 648 | -3,372 | -4.74% | Q1 2026 | May 15, 2026 |
| Warwick Investment Management, Inc. | History | No change | 67,668 | 1,735 | 0.25% | 0.28% | 649 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 67,161 | 1,721 | 1.02% | 1.0% | 650 | +1,073 | 1.62% | Q1 2026 | Apr 07, 2026 |
| Worth Asset Management, LLC | History | Reduced | 67,053 | 1,719 | 0.64% | 0.94% | 651 | -15,324 | -18.6% | Q1 2026 | Apr 17, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 66,614 | 1,707 | 0.22% | 0.22% | 652 | -30 | -0.05% | Q1 2026 | Apr 24, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 66,560 | 1,706 | 0.84% | 3.24% | 653 | -175,072 | -72.45% | Q1 2026 | Apr 08, 2026 |
| Stone Summit Wealth LLC | History | Added to | 66,491 | 1,704 | 0.47% | 0.4% | 654 | +11,967 | 21.95% | Q1 2026 | Apr 22, 2026 |
| Arkadios Wealth Advisors | History | Added to | 66,179 | 1,696 | 0.03% | 0.02% | 655 | +26,589 | 67.16% | Q1 2026 | May 18, 2026 |
| Avant Capital LLC | History | Reduced | 66,019 | 1,692 | 1.19% | 1.26% | 656 | -2,414 | -3.53% | Q1 2026 | May 12, 2026 |
| VANGUARD GROUP INC | History | No change | 62,486 | 1,681 | 0.0% | 0.0% | 657 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Facet Wealth, Inc. | History | Added to | 65,442 | 1,677 | 0.03% | 0.03% | 658 | +12,669 | 24.01% | Q1 2026 | May 07, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 64,991 | 1,666 | 0.22% | 0.24% | 659 | -1,175 | -1.78% | Q1 2026 | Apr 07, 2026 |
| CX Institutional | History | Added to | 64,988 | 1,666 | 0.05% | 0.05% | 660 | +270 | 0.42% | Q1 2026 | Apr 06, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 64,723 | 1,659 | 0.24% | 0.25% | 661 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Seneca House Advisors | History | Reduced | 64,562 | 1,655 | 0.66% | 0.66% | 662 | -1,148 | -1.75% | Q1 2026 | May 01, 2026 |
| Burk Holdings LLC | History | Added to | 64,559 | 1,655 | 0.71% | 0.82% | 663 | +745 | 1.17% | Q1 2026 | May 07, 2026 |
| RHS Financial, LLC | History | Reduced | 64,282 | 1,648 | 0.78% | 1.09% | 664 | -18,751 | -22.58% | Q1 2026 | Apr 28, 2026 |
| Northwest Bancshares, Inc. | History | No change | 64,053 | 1,642 | 0.33% | 0.33% | 665 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Human Investing LLC | History | Added to | 63,828 | 1,636 | 0.24% | 0.24% | 666 | +1,061 | 1.69% | Q1 2026 | May 07, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 63,723 | 1,633 | 0.02% | 0.02% | 667 | +6,581 | 11.52% | Q1 2026 | May 12, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 63,570 | 1,630 | 0.19% | 0.19% | 668 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 63,252 | 1,621 | 0.1% | 0.11% | 669 | -2,935 | -4.43% | Q1 2026 | May 12, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 63,116 | 1,618 | 0.12% | 0.12% | 670 | +7,323 | 13.13% | Q1 2026 | Apr 22, 2026 |
| Passive Capital Management, LLC. | History | No change | 62,330 | 1,598 | 0.48% | 0.52% | 671 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 62,275 | 1,596 | 0.03% | 0.03% | 672 | +417 | 0.67% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 62,244 | 1,595 | 0.05% | 0.07% | 673 | -3,891 | -5.88% | Q1 2026 | May 15, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Reduced | 61,746 | 1,583 | 0.15% | 0.16% | 674 | -7 | -0.01% | Q1 2026 | May 15, 2026 |
| Retirement Planning Group, LLC | History | Added to | 61,563 | 1,578 | 0.05% | 0.04% | 675 | +17,925 | 41.08% | Q1 2026 | May 04, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 61,283 | 1,571 | 0.11% | 0.04% | 677 | +37,621 | 158.99% | Q1 2026 | Apr 10, 2026 |
| Family Manage LLC | History | Added to | 61,286 | 1,571 | 0.19% | 0.21% | 676 | +8 | 0.01% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 62,801 | 1,565 | 0.06% | 0.06% | 678 | +9,117 | 16.98% | Q1 2026 | May 15, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 60,727 | 1,557 | 0.21% | 0.23% | 679 | -297 | -0.49% | Q1 2026 | Apr 17, 2026 |
| Ironwood Financial, llc | History | Reduced | 60,570 | 1,553 | 0.27% | 0.29% | 680 | -977 | -1.59% | Q1 2026 | Apr 16, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 60,465 | 1,550 | 0.17% | 0.17% | 681 | -525 | -0.86% | Q1 2026 | Apr 21, 2026 |
| Brucke Financial, Inc. | History | Reduced | 60,402 | 1,548 | 0.79% | 1.69% | 682 | -54,332 | -47.35% | Q1 2026 | Apr 10, 2026 |
| Capital Management Associates, Inc | History | Added to | 60,137 | 1,541 | 0.35% | 0.36% | 683 | +49 | 0.08% | Q1 2026 | Apr 22, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 60,097 | 1,540 | 0.56% | 0.58% | 684 | -650 | -1.07% | Q1 2026 | May 06, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 59,929 | 1,536 | 0.16% | 0.17% | 685 | -347 | -0.58% | Q1 2026 | Apr 15, 2026 |
| Composition Wealth, LLC | History | Added to | 59,881 | 1,535 | 0.02% | 0.01% | 686 | +24,839 | 70.88% | Q1 2026 | Apr 08, 2026 |
| Millennium Capital Advisors, LLC | History | Reduced | 59,807 | 1,533 | 0.94% | 0.98% | 687 | -1,697 | -2.76% | Q1 2026 | May 11, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 59,591 | 1,527 | 0.0% | 0.0% | 688 | +36,605 | 159.25% | Q1 2026 | May 15, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Reduced | 59,557 | 1,527 | 0.73% | 0.76% | 689 | -1,100 | -1.81% | Q1 2026 | May 15, 2026 |
| Weaver Capital Management LLC | History | Reduced | 59,199 | 1,517 | 0.33% | 0.35% | 690 | -3,232 | -5.18% | Q1 2026 | Apr 17, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 59,112 | 1,515 | 0.1% | 0.12% | 691 | +9,187 | 18.4% | Q1 2026 | May 07, 2026 |
| Balboa Wealth Partners | History | Added to | 58,926 | 1,510 | 0.25% | 0.22% | 692 | +10,482 | 21.64% | Q1 2026 | Apr 16, 2026 |
| Aull & Monroe Investment Management Corp | History | Added to | 58,871 | 1,509 | 0.7% | 0.79% | 693 | +621 | 1.07% | Q1 2026 | Apr 21, 2026 |
| Heritage Trust Co | History | No change | 58,489 | 1,499 | 0.15% | 0.16% | 694 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 58,354 | 1,496 | 0.07% | 0.08% | 695 | -310 | -0.53% | Q1 2026 | May 04, 2026 |
| Baird Financial Group, Inc. | History | Added to | 57,974 | 1,486 | 0.0% | 0.0% | 696 | +8,436 | 17.03% | Q1 2026 | May 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 57,838 | 1,482 | 1.08% | 1.76% | 698 | -21,027 | -26.66% | Q1 2026 | Apr 27, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 57,812 | 1,482 | 0.03% | 0.03% | 697 | -248 | -0.43% | Q1 2026 | Apr 15, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 56,639 | 1,472 | 0.16% | 0.23% | 700 | +209 | 0.37% | Q1 2026 | Apr 10, 2026 |
| Trust Point Inc. | History | No change | 57,413 | 1,472 | 0.13% | 0.12% | 699 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 57,009 | 1,461 | 0.39% | 0.4% | 701 | -743 | -1.29% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 56,616 | 1,451 | 0.15% | 0.16% | 702 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 56,389 | 1,445 | 0.65% | 0.64% | 703 | +84 | 0.15% | Q1 2026 | Apr 28, 2026 |
| KLCM Advisors, Inc. | History | Added to | 56,257 | 1,442 | 0.12% | 0.13% | 704 | +2,150 | 3.97% | Q1 2026 | Apr 30, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 56,237 | 1,441 | 0.05% | 0.05% | 705 | +738 | 1.33% | Q1 2026 | May 15, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 56,003 | 1,435 | 0.3% | 0.24% | 706 | +16,197 | 40.69% | Q1 2026 | May 12, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 55,943 | 1,434 | 0.11% | 0.1% | 707 | +6,742 | 13.7% | Q1 2026 | May 13, 2026 |
| Evolution Advisers, Inc. | History | Reduced | 55,773 | 1,430 | 0.6% | 0.69% | 708 | -3,126 | -5.31% | Q1 2026 | May 01, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Reduced | 54,981 | 1,409 | 0.77% | 0.82% | 709 | -569 | -1.02% | Q1 2026 | Apr 09, 2026 |
| Capital Analysts, LLC | History | Added to | 54,711 | 1,407 | 0.04% | 0.04% | 710 | +2,959 | 5.72% | Q1 2026 | May 14, 2026 |
| Revisor Wealth Management LLC | History | Added to | 54,692 | 1,402 | 0.39% | 0.39% | 711 | +377 | 0.69% | Q1 2026 | Apr 27, 2026 |
| GenWealth Group, Inc. | History | Reduced | 54,663 | 1,401 | 0.24% | 0.26% | 713 | -680 | -1.23% | Q1 2026 | May 11, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 54,642 | 1,401 | 0.04% | 0.04% | 712 | -77 | -0.14% | Q1 2026 | May 04, 2026 |
| Vanguard Capital Wealth Advisors | History | Added to | 54,419 | 1,395 | 1.29% | 1.12% | 714 | +2,283 | 4.38% | Q1 2026 | Apr 21, 2026 |
| Compound Planning, Inc. | History | Added to | 54,259 | 1,391 | 0.04% | 0.04% | 715 | +3,340 | 6.56% | Q1 2026 | May 14, 2026 |
| CWC Advisors, LLC. | History | Reduced | 53,678 | 1,376 | 0.65% | 0.79% | 716 | -6,946 | -11.46% | Q1 2026 | Apr 16, 2026 |
| Breakwater Investment Management | History | Reduced | 53,631 | 1,375 | 0.51% | 0.54% | 717 | -2,262 | -4.05% | Q1 2026 | May 14, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 53,156 | 1,362 | 1.17% | 1.25% | 718 | -453 | -0.85% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 52,978 | 1,358 | 0.0% | 0.0% | 719 | -53,859 | -50.41% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 52,739 | 1,352 | 0.01% | 0.01% | 720 | -4,438 | -7.76% | Q1 2026 | May 26, 2026 |
| SEEDS INVESTOR LLC | History | New | 48,590 | 1,329 | 0.18% | — | 721 | +48,590 | New | Q1 2026 | May 11, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 46,879 | 1,326 | 0.69% | 0.81% | 722 | +564 | 1.22% | Q1 2026 | May 18, 2026 |
| Veery Capital, LLC | History | Added to | 51,076 | 1,309 | 0.4% | 0.41% | 723 | +883 | 1.76% | Q1 2026 | Apr 09, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 50,966 | 1,306 | 0.07% | 0.02% | 724 | +40,414 | 383.0% | Q1 2026 | May 11, 2026 |
| VANGUARD ADVISERS INC | History | New | 50,769 | 1,301 | 0.01% | — | 725 | +50,769 | New | Q1 2026 | May 08, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 50,214 | 1,287 | 0.6% | 0.67% | 726 | +146 | 0.29% | Q1 2026 | Apr 09, 2026 |
| BFSG, LLC | History | Added to | 49,997 | 1,281 | 0.12% | 0.13% | 727 | +968 | 1.97% | Q1 2026 | Apr 28, 2026 |
| Vernal Point Advisors, LLC | History | No change | 49,806 | 1,277 | 0.52% | 0.55% | 728 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 49,733 | 1,275 | 0.0% | 0.0% | 729 | -12,452 | -20.02% | Q1 2026 | May 14, 2026 |
| Clayton Financial Group LLC | History | Added to | 49,694 | 1,274 | 0.65% | 0.68% | 730 | +107 | 0.22% | Q1 2026 | Apr 13, 2026 |
| Ariadne Wealth Management, LP | History | No change | 49,482 | 1,268 | 0.57% | 0.55% | 731 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 49,322 | 1,264 | 0.06% | 0.05% | 732 | +11,079 | 28.97% | Q1 2026 | Apr 24, 2026 |
| COMERICA BANK | History | No change | 46,715 | 1,257 | 0.01% | 0.01% | 733 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 48,485 | 1,243 | 0.21% | 0.21% | 735 | +1,172 | 2.48% | Q1 2026 | May 06, 2026 |
| LINCOLN CAPITAL CORP | History | No change | 48,482 | 1,243 | 0.46% | 0.46% | 734 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Fort Point Capital Partners LLC | History | No change | 48,307 | 1,238 | 0.15% | 0.15% | 736 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Flagship Capital Management Inc. | History | Reduced | 48,235 | 1,236 | 0.91% | 0.93% | 737 | -771 | -1.57% | Q1 2026 | Apr 21, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 48,179 | 1,235 | 0.57% | 0.54% | 738 | +5,736 | 13.51% | Q1 2026 | Apr 08, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 48,107 | 1,233 | 0.46% | 0.48% | 739 | +130 | 0.27% | Q1 2026 | Apr 13, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 48,056 | 1,232 | 0.04% | 0.02% | 740 | +28,581 | 146.76% | Q1 2026 | Apr 20, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | Reduced | 47,989 | 1,230 | 0.23% | 0.24% | 741 | -591 | -1.22% | Q1 2026 | May 12, 2026 |
| Pflug Koory, LLC | History | Added to | 47,797 | 1,225 | 0.56% | 0.46% | 742 | +11,240 | 30.75% | Q1 2026 | Apr 21, 2026 |
| Cambridge Advisors Inc. | History | Added to | 47,019 | 1,205 | 0.23% | 0.24% | 743 | +936 | 2.03% | Q1 2026 | Apr 16, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 46,925 | 1,203 | 0.33% | 0.35% | 744 | +69 | 0.15% | Q1 2026 | Apr 14, 2026 |
| WASHINGTON TRUST Co | History | New | 46,810 | 1,200 | 0.04% | — | 745 | +46,810 | New | Q1 2026 | Apr 06, 2026 |
| Diversified Trust Co | History | Reduced | 46,761 | 1,198 | 0.02% | 0.02% | 746 | -27 | -0.06% | Q1 2026 | Apr 16, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 43,988 | 1,184 | 0.84% | 0.78% | 747 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Crewe Advisors LLC | History | Added to | 45,891 | 1,176 | 0.1% | 0.11% | 748 | +480 | 1.06% | Q1 2026 | May 07, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 45,727 | 1,172 | 0.12% | 0.02% | 749 | +37,325 | 444.24% | Q1 2026 | Apr 15, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 45,641 | 1,170 | 0.09% | 0.1% | 750 | +1 | 0.0% | Q1 2026 | May 28, 2026 |
| Sovran Advisors, LLC | History | Added to | 41,324 | 1,169 | 0.09% | 0.08% | 751 | +4,774 | 13.06% | Q1 2026 | May 01, 2026 |
| Signet Private Wealth LLC | History | Added to | 45,520 | 1,167 | 1.11% | 1.14% | 752 | +1,317 | 2.98% | Q1 2026 | Apr 29, 2026 |
| ORG Partners LLC | History | No change | 43,332 | 1,166 | 0.21% | 0.21% | 753 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Alley Investment Management Company, LLC | History | Reduced | 45,472 | 1,165 | 0.14% | 0.15% | 754 | -2,886 | -5.97% | Q1 2026 | Apr 23, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 45,169 | 1,158 | 0.15% | 0.16% | 755 | +379 | 0.85% | Q1 2026 | Apr 27, 2026 |
| Michels Family Financial, LLC | History | Added to | 45,196 | 1,158 | 0.84% | 0.89% | 756 | +124 | 0.28% | Q1 2026 | Apr 24, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 44,948 | 1,152 | 0.0% | 0.0% | 757 | -20,417 | -31.24% | Q1 2026 | May 08, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 44,953 | 1,152 | 0.09% | 0.11% | 758 | -7,460 | -14.23% | Q1 2026 | May 07, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 44,825 | 1,149 | 0.02% | 0.05% | 759 | -76,466 | -63.04% | Q1 2026 | May 01, 2026 |
| Kondo Wealth Advisors, Inc. | History | No change | 44,749 | 1,147 | 0.43% | 0.46% | 760 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ascentis Independent Advisors | History | New | 44,678 | 1,145 | 0.09% | — | 761 | +44,678 | New | Q1 2026 | Apr 28, 2026 |
| Park Capital Management, LLC / WI | History | Added to | 44,573 | 1,142 | 1.11% | 0.83% | 763 | +1,223 | 2.82% | Q1 2026 | Apr 15, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 44,577 | 1,142 | 0.13% | 0.14% | 762 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Ulland Investment Advisors, LLC | History | Reduced | 44,477 | 1,140 | 0.98% | 0.98% | 764 | -960 | -2.11% | Q1 2026 | Apr 27, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 44,405 | 1,138 | 0.28% | 0.29% | 765 | +4,959 | 12.57% | Q1 2026 | Apr 29, 2026 |
| Directional Asset Management | History | Added to | 44,167 | 1,132 | 1.03% | 1.03% | 766 | +467 | 1.07% | Q1 2026 | Apr 27, 2026 |
| Orcam Financial Group | History | Added to | 43,949 | 1,126 | 0.8% | 0.84% | 768 | +2,224 | 5.33% | Q1 2026 | May 12, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | History | Reduced | 43,919 | 1,126 | 0.72% | 0.75% | 767 | -1,430 | -3.15% | Q1 2026 | May 11, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 43,951 | 1,126 | 0.6% | 0.64% | 769 | -114 | -0.26% | Q1 2026 | Apr 16, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Reduced | 40,105 | 1,124 | 0.49% | 0.46% | 770 | -243 | -0.6% | Q1 2026 | May 04, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 43,824 | 1,123 | 0.03% | 0.03% | 771 | +1,109 | 2.6% | Q1 2026 | May 04, 2026 |
| Blackhawk Capital Partners, LLC | History | Reduced | 43,469 | 1,114 | 0.41% | 5.52% | 772 | -502,513 | -92.04% | Q1 2026 | May 05, 2026 |
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC | History | Added to | 43,429 | 1,113 | 1.04% | 1.05% | 773 | +75 | 0.17% | Q1 2026 | May 15, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Reduced | 43,313 | 1,110 | 0.87% | 1.0% | 774 | -605 | -1.38% | Q1 2026 | Apr 09, 2026 |
| Clarity Wealth Advisors, LLC | History | Reduced | 43,152 | 1,106 | 0.23% | 0.24% | 775 | -1,459 | -3.27% | Q1 2026 | Apr 24, 2026 |
| SACHEM HILL LLC | History | Reduced | 43,056 | 1,103 | 0.21% | 0.23% | 776 | -128 | -0.3% | Q1 2026 | May 13, 2026 |
| Compass Advisory Group LLC | History | Added to | 42,972 | 1,101 | 0.29% | 0.31% | 777 | +213 | 0.5% | Q1 2026 | Apr 21, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 42,785 | 1,097 | 0.51% | 0.5% | 778 | +2,165 | 5.33% | Q1 2026 | May 05, 2026 |
| CDKV HOLDINGS LLC | History | Added to | 42,564 | 1,091 | 0.96% | 0.96% | 779 | +45 | 0.11% | Q1 2026 | May 01, 2026 |
| Neuberger Berman Group LLC | History | No change | 41,613 | 1,066 | 0.0% | 0.0% | 780 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Unify Financial Advisors | History | Reduced | 41,547 | 1,065 | 1.1% | 1.19% | 781 | -912 | -2.15% | Q1 2026 | Apr 23, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 41,357 | 1,060 | 0.02% | 0.02% | 782 | +8,794 | 27.01% | Q1 2026 | May 01, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 41,109 | 1,054 | 1.02% | 1.1% | 783 | +111 | 0.27% | Q1 2026 | May 05, 2026 |
| Garde Capital, Inc. | History | Reduced | 40,994 | 1,051 | 0.06% | 0.12% | 784 | -32,720 | -44.39% | Q1 2026 | Apr 28, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 40,974 | 1,050 | 0.02% | 0.02% | 785 | -2,186 | -5.06% | Q1 2026 | May 07, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 40,987 | 1,050 | 0.13% | 0.14% | 786 | +895 | 2.23% | Q1 2026 | Apr 27, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 40,788 | 1,045 | 0.22% | 0.23% | 787 | -117 | -0.29% | Q1 2026 | Apr 23, 2026 |
| RFG Advisory, LLC | History | Added to | 40,667 | 1,042 | 0.02% | 0.01% | 788 | +22,806 | 127.69% | Q1 2026 | Apr 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 40,619 | 1,041 | 0.05% | 0.03% | 789 | +17,555 | 76.11% | Q1 2026 | Apr 28, 2026 |
| Firestone Capital Management | History | Added to | 40,471 | 1,037 | 0.22% | 0.2% | 790 | +4,884 | 13.72% | Q1 2026 | May 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 40,372 | 1,035 | 0.01% | 0.01% | 791 | -5,551 | -12.09% | Q1 2026 | May 15, 2026 |
| Twele Capital Management, Inc. | History | Added to | 40,121 | 1,028 | 0.18% | 0.19% | 792 | +46 | 0.11% | Q1 2026 | Apr 07, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Added to | 40,059 | 1,027 | 0.18% | 0.19% | 793 | +7,327 | 22.38% | Q1 2026 | Apr 28, 2026 |
| Stewardship Advisors, LLC | History | Added to | 39,954 | 1,024 | 0.24% | 0.23% | 794 | +2,519 | 6.73% | Q1 2026 | Apr 17, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 38,171 | 1,021 | 0.12% | 0.09% | 795 | +12,096 | 46.39% | Q1 2026 | Apr 22, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 39,675 | 1,017 | 0.13% | 0.14% | 796 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 39,698 | 1,017 | 0.69% | 0.73% | 797 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FF Advisors,LLC | History | No change | 36,210 | 1,011 | 0.41% | 0.43% | 798 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 39,417 | 1,010 | 0.03% | 0.03% | 799 | -686 | -1.71% | Q1 2026 | Apr 28, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 38,943 | 998 | 0.03% | 0.03% | 800 | +2,100 | 5.7% | Q1 2026 | May 11, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Reduced | 38,714 | 992 | 0.44% | 0.39% | 801 | -40 | -0.1% | Q1 2026 | May 08, 2026 |
| FARMERS TRUST CO | History | No change | 38,616 | 990 | 0.16% | 0.17% | 802 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CURIO WEALTH, LLC | History | No change | 38,322 | 982 | 0.34% | 0.37% | 803 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 38,933 | 970 | 0.06% | 0.11% | 804 | -52,369 | -57.36% | Q1 2026 | Apr 24, 2026 |
| Argos Wealth Advisors, LLC | History | Added to | 37,801 | 969 | 0.28% | 0.27% | 805 | +5 | 0.01% | Q1 2026 | Apr 27, 2026 |
| GatePass Capital, LLC | History | New | 37,778 | 968 | 0.45% | — | 806 | +37,778 | New | Q1 2026 | May 06, 2026 |
| Evensky & Katz LLC | History | Added to | 37,604 | 964 | 0.05% | 0.06% | 807 | +30 | 0.08% | Q1 2026 | Apr 22, 2026 |
| Mirador Capital Partners LP | History | Added to | 37,330 | 957 | 0.14% | 0.13% | 808 | +1,422 | 3.96% | Q1 2026 | Apr 08, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 37,259 | 955 | 0.02% | 0.02% | 810 | +2,992 | 8.73% | Q1 2026 | Apr 20, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 37,262 | 955 | 0.2% | 0.21% | 811 | +44 | 0.12% | Q1 2026 | May 13, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 37,283 | 955 | 0.01% | 0.01% | 809 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 37,140 | 952 | 0.08% | 0.07% | 812 | +2,296 | 6.59% | Q1 2026 | Apr 17, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 36,919 | 946 | 0.06% | 0.06% | 813 | +1 | 0.0% | Q1 2026 | May 05, 2026 |
| Joule Financial, LLC | History | Reduced | 36,828 | 944 | 0.27% | 0.34% | 814 | -5,555 | -13.11% | Q1 2026 | Apr 14, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 35,413 | 943 | 0.18% | 0.19% | 815 | +39 | 0.11% | Q1 2026 | Apr 09, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 36,689 | 940 | 0.02% | 0.03% | 816 | -12,683 | -25.69% | Q1 2026 | May 14, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Added to | 36,568 | 937 | 0.43% | 0.43% | 817 | +1,200 | 3.39% | Q1 2026 | Apr 13, 2026 |
| Alternative Investment Advisors, LLC. | History | Reduced | 36,527 | 936 | 0.41% | 0.45% | 818 | -2,765 | -7.04% | Q1 2026 | May 15, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 32,444 | 933 | 0.33% | 0.33% | 819 | +529 | 1.66% | Q1 2026 | May 08, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 45,166 | 932 | 0.19% | 0.19% | 820 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 36,304 | 930 | 0.04% | 0.04% | 821 | -1,162 | -3.1% | Q1 2026 | Apr 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 36,210 | 928 | 0.01% | 0.01% | 822 | -2,466 | -6.38% | Q1 2026 | Apr 20, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 32,790 | 923 | 0.13% | 0.14% | 823 | -1,042 | -3.08% | Q1 2026 | Apr 28, 2026 |
| Piscataqua Savings Bank | History | No change | 35,983 | 922 | 0.65% | 0.68% | 824 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 35,867 | 919 | 0.0% | 0.01% | 825 | +219 | 0.61% | Q1 2026 | May 08, 2026 |
| Smith Salley Wealth Management | History | Reduced | 35,770 | 917 | 0.05% | 0.05% | 826 | -61 | -0.17% | Q1 2026 | Apr 16, 2026 |
| Park Edge Advisors, LLC | History | Reduced | 35,655 | 914 | 0.21% | 0.24% | 827 | -2,994 | -7.75% | Q1 2026 | Apr 20, 2026 |
| Regal Investment Advisors LLC | History | Added to | 35,613 | 913 | 0.05% | 0.06% | 828 | +244 | 0.69% | Q1 2026 | May 14, 2026 |
| Walker Financial Services, Inc. | History | Reduced | 35,577 | 912 | 0.31% | 0.35% | 829 | -15 | -0.04% | Q1 2026 | Apr 29, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 35,476 | 909 | 0.34% | 0.33% | 831 | -28 | -0.08% | Q1 2026 | May 11, 2026 |
| Summit Asset Management, LLC | History | No change | 35,475 | 909 | 0.13% | 0.13% | 830 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 35,408 | 907 | 0.02% | 0.01% | 832 | +9,562 | 37.0% | Q1 2026 | May 14, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 35,379 | 907 | 0.25% | 0.24% | 833 | +4,738 | 15.46% | Q1 2026 | Apr 23, 2026 |
| Heritage Investment Group, Inc. | History | No change | 35,289 | 904 | 0.14% | 0.14% | 834 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Daytona Street Capital LLC | History | Added to | 34,682 | 899 | 0.69% | 0.72% | 835 | +89 | 0.26% | Q1 2026 | Apr 10, 2026 |
| Tactive Advisors, LLC | History | Added to | 34,836 | 893 | 0.25% | 0.24% | 836 | +4,695 | 15.58% | Q1 2026 | Apr 16, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | Reduced | 34,619 | 887 | 0.18% | 0.21% | 837 | -4,482 | -11.46% | Q1 2026 | Apr 28, 2026 |
| Carolina Wealth Advisors, LLC | History | Reduced | 34,596 | 887 | 0.37% | 0.46% | 838 | -3,725 | -9.72% | Q1 2026 | Apr 07, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Added to | 34,592 | 886 | 0.33% | 0.35% | 839 | +275 | 0.8% | Q1 2026 | Apr 22, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 34,435 | 882 | 0.24% | 0.24% | 840 | +11,349 | 49.16% | Q1 2026 | Apr 29, 2026 |
| Carnegie Investment Counsel | History | Reduced | 34,290 | 879 | 0.02% | 0.02% | 842 | -14,114 | -29.16% | Q1 2026 | May 01, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 34,300 | 879 | 0.0% | 0.0% | 841 | +2,100 | 6.52% | Q1 2026 | May 15, 2026 |
| Trellis Wealth Advisors LLC | History | No change | 34,128 | 875 | 0.33% | 0.36% | 843 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 34,074 | 873 | 0.01% | 0.01% | 844 | +2,795 | 8.94% | Q1 2026 | May 01, 2026 |
| Claro Advisors Inc. | History | Added to | 33,945 | 870 | 0.1% | 0.12% | 845 | +575 | 1.72% | Q1 2026 | Apr 21, 2026 |
| XML Financial, LLC | History | Reduced | 33,807 | 866 | 0.07% | 0.08% | 846 | -4,845 | -12.53% | Q1 2026 | Apr 16, 2026 |
| Advisor Resource Council | History | Added to | 33,532 | 859 | 0.28% | 0.33% | 847 | +27 | 0.08% | Q1 2026 | May 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 31,624 | 851 | 0.0% | 0.0% | 848 | -826 | -2.55% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Reduced | 33,216 | 851 | 0.03% | 0.03% | 849 | -299 | -0.89% | Q1 2026 | Apr 22, 2026 |
| ENTREWEALTH, LLC | History | Added to | 33,190 | 850 | 0.38% | 0.41% | 851 | +97 | 0.29% | Q1 2026 | May 14, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | No change | 33,177 | 850 | 0.24% | 0.26% | 850 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Security Financial Services, INC. | History | Added to | 32,982 | 845 | 0.13% | 0.14% | 852 | +795 | 2.47% | Q1 2026 | May 27, 2026 |
| Anfield Capital Management, LLC | History | Added to | 32,805 | 841 | 0.23% | 0.28% | 853 | +95 | 0.29% | Q1 2026 | May 12, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 28,762 | 838 | 0.05% | 0.05% | 854 | -616 | -2.1% | Q1 2026 | May 14, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 32,579 | 835 | 0.13% | 0.07% | 856 | +16,023 | 96.78% | Q1 2026 | May 06, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | Added to | 32,581 | 835 | 0.32% | 0.34% | 855 | +5 | 0.02% | Q1 2026 | May 15, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 32,538 | 834 | 0.18% | 0.2% | 857 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 32,416 | 831 | 0.16% | 0.16% | 858 | +401 | 1.25% | Q1 2026 | Apr 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 32,404 | 830 | 0.01% | 0.01% | 860 | +175 | 0.54% | Q1 2026 | May 11, 2026 |
| SVRN Asset Management, LLC | History | No change | 32,400 | 830 | 0.8% | 0.72% | 859 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 32,251 | 826 | 0.09% | 0.08% | 861 | +1,825 | 6.0% | Q1 2026 | May 12, 2026 |
| Davis Wealth Advisors, LLC | History | Added to | 32,093 | 822 | 0.68% | 0.67% | 862 | +2,094 | 6.98% | Q1 2026 | May 14, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 32,014 | 820 | 0.03% | 0.03% | 863 | -357 | -1.1% | Q1 2026 | May 14, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 31,769 | 814 | 0.25% | 0.26% | 865 | -149 | -0.47% | Q1 2026 | Apr 17, 2026 |
| Rede Wealth, LLC | History | No change | 31,782 | 814 | 0.29% | 0.3% | 864 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 31,558 | 809 | 0.02% | 0.02% | 866 | +2 | 0.01% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 31,447 | 806 | 0.02% | 0.01% | 867 | +14,230 | 82.65% | Q1 2026 | May 15, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 31,397 | 805 | 0.11% | 0.07% | 868 | +12,655 | 67.52% | Q1 2026 | Apr 15, 2026 |
| Chesapeake Wealth Management | History | No change | 30,975 | 794 | 0.24% | 0.25% | 869 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Trek Financial, LLC | History | Added to | 30,951 | 793 | 0.04% | 0.04% | 870 | +4,546 | 17.22% | Q1 2026 | May 13, 2026 |
| Klingman & Associates, LLC | History | No change | 30,778 | 789 | 0.04% | 0.04% | 871 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 30,737 | 788 | 0.03% | 0.04% | 872 | -19,110 | -38.34% | Q1 2026 | May 18, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | New | 30,712 | 787 | 0.06% | — | 873 | +30,712 | New | Q1 2026 | May 13, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Added to | 30,678 | 786 | 0.02% | 0.02% | 874 | +1,507 | 5.17% | Q1 2026 | May 11, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Reduced | 30,655 | 785 | 0.09% | 0.09% | 876 | -560 | -1.79% | Q1 2026 | May 11, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 30,635 | 785 | 0.3% | 0.31% | 877 | +88 | 0.29% | Q1 2026 | Apr 24, 2026 |
| Francis Financial, Inc. | History | No change | 30,634 | 785 | 0.15% | 0.16% | 875 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 30,591 | 784 | 0.09% | — | 879 | +30,591 | New | Q1 2026 | May 11, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 30,578 | 784 | 0.06% | 0.06% | 878 | +57 | 0.19% | Q1 2026 | May 13, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 30,575 | 783 | 0.05% | 0.06% | 880 | -2,770 | -8.31% | Q1 2026 | Apr 27, 2026 |
| Plan A Wealth LLC | History | Added to | 30,452 | 780 | 0.37% | 0.33% | 881 | +5,422 | 21.66% | Q1 2026 | May 15, 2026 |
| Covington Investment Advisors Inc. | History | Reduced | 30,364 | 779 | 0.11% | 0.13% | 882 | -4,242 | -12.26% | Q1 2026 | May 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 30,259 | 776 | 0.02% | 0.02% | 883 | +6,401 | 26.83% | Q1 2026 | Apr 21, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 30,141 | 772 | 0.15% | 0.12% | 884 | +536 | 1.81% | Q1 2026 | Apr 29, 2026 |
| Disciplined Investors, L.L.C. | History | Reduced | 30,043 | 770 | 0.46% | 0.54% | 885 | -474 | -1.55% | Q1 2026 | May 12, 2026 |
| HCR Wealth Advisors | History | Added to | 29,673 | 760 | 0.08% | 0.08% | 886 | +1,111 | 3.89% | Q1 2026 | Apr 21, 2026 |
| GREENLEAF TRUST | History | Reduced | 29,534 | 757 | 0.01% | 0.01% | 887 | -190 | -0.64% | Q1 2026 | Apr 27, 2026 |
| TrueWealth Advisors, LLC | History | No change | 29,557 | 757 | 0.19% | 0.21% | 888 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 29,484 | 755 | 0.2% | 0.22% | 889 | -822 | -2.71% | Q1 2026 | May 12, 2026 |
| Wealthfront Advisers LLC | History | Added to | 29,379 | 753 | 0.0% | 0.0% | 890 | +18,418 | 168.03% | Q1 2026 | May 05, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 29,215 | 749 | 0.11% | 0.11% | 891 | +123 | 0.42% | Q1 2026 | Apr 29, 2026 |
| Tanglewood Wealth Management, Inc. | History | Added to | 29,250 | 749 | 0.06% | 0.07% | 892 | +1 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 29,246 | 749 | 0.04% | 0.05% | 893 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Continuum Advisory, LLC | History | Reduced | 29,157 | 747 | 0.07% | 0.08% | 895 | -246 | -0.84% | Q1 2026 | Apr 22, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 29,135 | 747 | 0.08% | 0.08% | 894 | -200 | -0.68% | Q1 2026 | May 04, 2026 |
| Single Point Partners, LLC | History | No change | 29,072 | 745 | 0.15% | 0.15% | 896 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 28,794 | 738 | 0.45% | 0.67% | 897 | -10,716 | -27.12% | Q1 2026 | Apr 21, 2026 |
| TFR Capital, LLC. | History | Reduced | 28,600 | 733 | 0.22% | 0.26% | 898 | -53 | -0.18% | Q1 2026 | May 04, 2026 |
| LifePlan Financial, LLC | History | Reduced | 28,551 | 732 | 0.54% | 0.63% | 899 | -1,743 | -5.75% | Q1 2026 | Apr 14, 2026 |
| S&A Financial Services, Inc. | History | New | 28,520 | 731 | 0.5% | — | 900 | +28,520 | New | Q1 2026 | Jun 11, 2026 |
| StoneX Group Inc. | History | Reduced | 28,496 | 730 | 0.04% | 0.04% | 901 | -9,126 | -24.26% | Q1 2026 | May 14, 2026 |
| GS Investments, Inc. | History | No change | 28,435 | 729 | 0.42% | 0.42% | 902 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 28,455 | 729 | 0.12% | 0.13% | 903 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 28,299 | 725 | 0.26% | 0.28% | 904 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Drake & Associates, LLC | History | Added to | 28,232 | 723 | 0.14% | 0.13% | 905 | +4,148 | 17.22% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 28,133 | 721 | 0.0% | 0.0% | 906 | -12,306 | -30.43% | Q1 2026 | May 13, 2026 |
| Impact Capital Partners LLC | History | Added to | 28,067 | 719 | 0.22% | 0.22% | 907 | +82 | 0.29% | Q1 2026 | Apr 10, 2026 |
| XTX Topco Ltd | History | Reduced | 27,977 | 717 | 0.01% | 0.03% | 909 | -8,799 | -23.93% | Q1 2026 | May 15, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 27,993 | 717 | 0.05% | 0.05% | 910 | +71 | 0.25% | Q1 2026 | May 14, 2026 |
| SMITH, MOORE & CO. | History | No change | 27,975 | 717 | 0.05% | 0.06% | 908 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WestHill Financial Advisors, Inc. | History | Reduced | 27,900 | 715 | 0.14% | 0.15% | 911 | -592 | -2.08% | Q1 2026 | Apr 09, 2026 |
| CGN Advisors LLC | History | Reduced | 27,686 | 709 | 0.06% | 0.11% | 912 | -25,151 | -47.6% | Q1 2026 | Apr 13, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 25,562 | 705 | 0.04% | 0.05% | 913 | -380 | -1.46% | Q1 2026 | Apr 20, 2026 |
| Integrity Financial Corp /WA | History | Added to | 27,381 | 702 | 0.35% | 0.05% | 914 | +23,340 | 577.58% | Q1 2026 | May 14, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 27,308 | 700 | 0.34% | 0.35% | 915 | +1,294 | 4.97% | Q1 2026 | May 12, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 27,211 | 697 | 0.19% | 0.2% | 916 | +71 | 0.26% | Q1 2026 | Apr 15, 2026 |
| DRAVO BAY LLC | History | Reduced | 27,094 | 694 | 0.28% | 0.44% | 917 | -12,468 | -31.52% | Q1 2026 | May 07, 2026 |
| Brooklyn Investment Group | History | Added to | 27,023 | 692 | 0.02% | 0.02% | 918 | +13,165 | 95.0% | Q1 2026 | Apr 29, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 27,027 | 692 | 0.25% | 0.32% | 919 | +3,237 | 13.61% | Q1 2026 | May 12, 2026 |
| Aerodigm Wealth, LLC | History | Reduced | 26,842 | 688 | 0.26% | 0.29% | 920 | -820 | -2.96% | Q1 2026 | Apr 21, 2026 |
| HARTLINE INVESTMENT CORP/ | History | No change | 26,798 | 687 | 0.08% | 0.08% | 921 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 26,712 | 684 | 0.02% | 0.02% | 922 | +7 | 0.03% | Q1 2026 | Apr 22, 2026 |
| Goldstein Advisors, LLC | History | Added to | 26,640 | 683 | 0.08% | 0.08% | 923 | +156 | 0.59% | Q1 2026 | Apr 28, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 26,561 | 681 | 0.08% | 0.09% | 924 | +61 | 0.23% | Q1 2026 | May 08, 2026 |
| Linscomb Wealth, Inc. | History | New | 26,323 | 674 | 0.03% | — | 925 | +26,323 | New | Q1 2026 | May 11, 2026 |
| Ascent Group, LLC | History | Reduced | 26,180 | 671 | 0.02% | 0.02% | 926 | -319 | -1.2% | Q1 2026 | May 15, 2026 |
| L. Roy Papp & Associates, LLP | History | Reduced | 26,063 | 668 | 0.08% | 0.09% | 927 | -2,658 | -9.25% | Q1 2026 | Apr 14, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 26,034 | 667 | 0.36% | 0.37% | 928 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Elevated Financial Group LLC | History | Added to | 25,874 | 663 | 0.22% | 0.24% | 929 | +365 | 1.43% | Q1 2026 | May 11, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 25,392 | 659 | 0.04% | 0.03% | 930 | +4,593 | 22.08% | Q1 2026 | Apr 07, 2026 |
| Mason & Associates, LLC | History | Reduced | 25,569 | 655 | 0.15% | 0.16% | 931 | -102 | -0.4% | Q1 2026 | Apr 21, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 25,505 | 653 | 0.05% | 0.04% | 933 | +4,663 | 22.37% | Q1 2026 | Apr 29, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 25,473 | 653 | 0.04% | 0.04% | 932 | +62 | 0.24% | Q1 2026 | Apr 21, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 25,346 | 649 | 0.08% | 0.09% | 934 | -1,118 | -4.22% | Q1 2026 | Apr 27, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 25,096 | 643 | 0.03% | 0.03% | 935 | +311 | 1.25% | Q1 2026 | Apr 09, 2026 |
| ATLas Financial Planning LLC | History | Added to | 25,110 | 643 | 0.58% | 0.66% | 936 | +16 | 0.06% | Q1 2026 | Apr 27, 2026 |
| Gibson Capital, LLC | History | No change | 25,049 | 642 | 0.12% | 0.12% | 937 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Northwest Capital Management Inc | History | No change | 23,875 | 642 | 2.78% | 2.78% | 938 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Forum Financial Management, LP | History | Added to | 24,936 | 639 | 0.01% | 0.01% | 939 | +7,164 | 40.31% | Q1 2026 | Apr 23, 2026 |
| Clarius Group, LLC | History | No change | 23,712 | 638 | 0.04% | 0.04% | 940 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 24,852 | 637 | 0.04% | 0.02% | 941 | +10,689 | 75.47% | Q1 2026 | Apr 30, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 24,738 | 634 | 0.04% | 0.04% | 942 | +13 | 0.05% | Q1 2026 | Apr 20, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 24,639 | 631 | 0.09% | 0.09% | 943 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| STUART INVESTMENT ADVISORS, INC. | History | New | 24,558 | 629 | 0.27% | — | 944 | +24,558 | New | Q1 2026 | Apr 21, 2026 |
| Vident Advisory, LLC | History | Added to | 24,470 | 627 | 0.01% | 0.01% | 945 | +2,346 | 10.6% | Q1 2026 | May 14, 2026 |
| Torren Management, LLC | History | Reduced | 24,387 | 625 | 0.31% | 0.34% | 946 | -682 | -2.72% | Q1 2026 | Apr 30, 2026 |
| Odyssey Capital Advisors, Inc. | History | Reduced | 24,367 | 624 | 0.56% | 0.63% | 948 | -1,811 | -6.92% | Q1 2026 | Apr 29, 2026 |
| John W. Brooker & Co., CPAs | History | Reduced | 24,374 | 624 | 0.98% | 1.21% | 947 | -764 | -3.04% | Q1 2026 | Apr 13, 2026 |
| Brio Consultants, LLC | History | Reduced | 21,839 | 622 | 0.08% | 0.08% | 949 | -865 | -3.81% | Q1 2026 | May 06, 2026 |
| Williams & Novak, LLC | History | No change | 23,818 | 615 | 0.46% | 0.48% | 950 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BENNETT SELBY INVESTMENTS LP | History | No change | 23,963 | 614 | 0.22% | 0.21% | 951 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MATHER GROUP, LLC. | History | Added to | 23,916 | 613 | 0.01% | 0.0% | 952 | +12,033 | 101.26% | Q1 2026 | Apr 13, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 23,865 | 611 | 0.03% | 0.03% | 953 | -1,000 | -4.02% | Q1 2026 | May 15, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 23,761 | 609 | 0.08% | 0.2% | 955 | -33,007 | -58.14% | Q1 2026 | May 04, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 23,789 | 609 | 0.17% | 0.19% | 954 | -1,270 | -5.07% | Q1 2026 | May 05, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 23,500 | 602 | 0.02% | 0.03% | 956 | -1,015 | -4.14% | Q1 2026 | Apr 21, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 22,435 | 601 | 0.09% | 0.1% | 958 | +65 | 0.29% | Q1 2026 | Apr 16, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 23,449 | 601 | 0.03% | 0.03% | 957 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Heritage Financial Services, LLC | History | No change | 22,274 | 599 | 0.05% | 0.05% | 959 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| One Capital Management, LLC | History | Added to | 23,263 | 596 | 0.02% | 0.01% | 961 | +6,609 | 39.68% | Q1 2026 | May 12, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 23,246 | 596 | 0.17% | 0.2% | 960 | -943 | -3.9% | Q1 2026 | Apr 13, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 23,132 | 593 | 0.18% | 0.21% | 963 | -1,567 | -6.34% | Q1 2026 | Apr 28, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 23,147 | 593 | 0.02% | 0.03% | 962 | +320 | 1.4% | Q1 2026 | Apr 30, 2026 |
| PFG Investments, LLC | History | Added to | 23,104 | 592 | 0.03% | 0.03% | 964 | +124 | 0.54% | Q1 2026 | Apr 27, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 22,856 | 586 | 0.05% | 0.05% | 965 | +4,319 | 23.3% | Q1 2026 | Apr 16, 2026 |
| Jacobsen Capital Management | History | Reduced | 22,820 | 585 | 0.2% | 0.26% | 968 | -6,931 | -23.3% | Q1 2026 | Apr 24, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 22,852 | 585 | 0.08% | 0.08% | 967 | +1,210 | 5.59% | Q1 2026 | May 07, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Reduced | 22,841 | 585 | 0.19% | 0.2% | 966 | -700 | -2.97% | Q1 2026 | Apr 21, 2026 |
| Immaculate Wealth Management LLC | History | New | 22,746 | 583 | 4.61% | — | 969 | +22,746 | New | Q1 2026 | May 29, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 19,881 | 576 | 0.06% | 0.07% | 970 | +100 | 0.51% | Q1 2026 | May 12, 2026 |
| Vanguard National Trust Co | History | New | 22,405 | 574 | 0.04% | — | 972 | +22,405 | New | Q1 2026 | May 08, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 22,405 | 574 | 0.02% | 0.02% | 971 | +886 | 4.12% | Q1 2026 | May 15, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 22,350 | 573 | 0.24% | 0.25% | 973 | +2 | 0.01% | Q1 2026 | Apr 20, 2026 |
| Blue Trust, Inc. | History | Reduced | 22,321 | 572 | 0.01% | 0.01% | 974 | -253 | -1.12% | Q1 2026 | Apr 20, 2026 |
| SLT Holdings LLC | History | Reduced | 22,294 | 571 | 0.39% | 0.89% | 975 | -28,960 | -56.5% | Q1 2026 | Apr 21, 2026 |
| Rossby Financial, LCC | History | Added to | 22,115 | 571 | 0.12% | 0.1% | 976 | +10,250 | 86.39% | Q1 2026 | May 11, 2026 |
| DAGCO, INC. | History | Added to | 22,236 | 570 | 0.12% | 0.03% | 977 | +17,736 | 394.13% | Q1 2026 | Apr 20, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 20,241 | 570 | 0.12% | 0.12% | 978 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Fort Sheridan Advisors LLC | History | New | 22,200 | 569 | 0.07% | — | 980 | +22,200 | New | Q1 2026 | May 06, 2026 |
| PIONEER TRUST BANK N A/OR | History | No change | 22,222 | 569 | 0.14% | 0.14% | 979 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 22,033 | 564 | 0.27% | — | 981 | +22,033 | New | Q1 2026 | May 14, 2026 |
| LexAurum Advisors, LLC | History | New | 21,961 | 563 | 0.07% | — | 982 | +21,961 | New | Q1 2026 | Apr 13, 2026 |
| Stembrook Asset Management, LLC | History | Added to | 21,760 | 557 | 0.55% | 0.55% | 983 | +88 | 0.41% | Q1 2026 | May 13, 2026 |
| KW WEALTH MANAGEMENT LLC | History | No change | 20,585 | 553 | 0.84% | 0.84% | 984 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Leo Wealth, LLC | History | Reduced | 21,452 | 550 | 0.04% | 0.04% | 985 | -493 | -2.25% | Q1 2026 | May 05, 2026 |
| Fairman Group, LLC | History | Added to | 21,387 | 548 | 0.47% | 0.45% | 987 | +552 | 2.65% | Q1 2026 | Apr 23, 2026 |
| CERTUITY, LLC | History | Added to | 21,390 | 548 | 0.04% | 0.04% | 986 | +6 | 0.03% | Q1 2026 | May 11, 2026 |
| J. L. Bainbridge & Co., Inc. | History | Added to | 21,284 | 545 | 0.05% | 0.04% | 988 | +3,972 | 22.94% | Q1 2026 | Apr 22, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 21,293 | 545 | 0.02% | 0.03% | 989 | -1 | -0.0% | Q1 2026 | May 05, 2026 |
| LCNB CORP | History | No change | 21,126 | 541 | 0.18% | 0.19% | 990 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| North Forty Two & Co. | History | No change | 20,906 | 536 | 0.5% | 0.53% | 991 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Capasso Planning Partners LLC | History | Reduced | 20,836 | 534 | 0.29% | 0.33% | 992 | -1,828 | -8.07% | Q1 2026 | May 27, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 20,818 | 533 | 0.08% | 0.09% | 993 | +6 | 0.03% | Q1 2026 | Apr 21, 2026 |
| Crestmont Private Wealth LLC | History | Added to | 20,649 | 529 | 0.17% | 0.18% | 994 | +51 | 0.25% | Q1 2026 | May 08, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 20,529 | 526 | 0.01% | 0.0% | 996 | +8,315 | 68.08% | Q1 2026 | Apr 27, 2026 |
| BIP Wealth, LLC | History | Added to | 20,524 | 526 | 0.02% | 0.01% | 995 | +5,352 | 35.28% | Q1 2026 | Apr 27, 2026 |
| Peak Asset Management, LLC | History | Added to | 20,453 | 524 | 0.09% | 0.08% | 997 | +2,973 | 17.01% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 20,320 | 521 | 0.0% | 0.01% | 998 | -11,165 | -35.46% | Q1 2026 | May 05, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 20,357 | 521 | 0.17% | 0.19% | 999 | -2,055 | -9.17% | Q1 2026 | May 15, 2026 |
| Opus Capital Group, LLC | History | Added to | 20,209 | 518 | 0.06% | 0.04% | 1000 | +7,825 | 63.19% | Q1 2026 | Apr 30, 2026 |
| MOTIVE WEALTH ADVISORS | History | No change | 20,220 | 518 | 0.24% | 0.23% | 1001 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| American Trust | History | Reduced | 20,194 | 517 | 0.05% | 0.06% | 1002 | -6,086 | -23.16% | Q1 2026 | May 01, 2026 |
| Elevated Capital Advisors, LLC | History | New | 20,145 | 516 | 0.13% | — | 1005 | +20,145 | New | Q1 2026 | Apr 30, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 20,156 | 516 | 0.29% | 0.3% | 1004 | +319 | 1.61% | Q1 2026 | Apr 09, 2026 |
| WEIK CAPITAL MANAGEMENT | History | No change | 20,145 | 516 | 0.21% | 0.2% | 1003 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Carmel Capital Partners, LLC | History | Added to | 20,088 | 515 | 0.19% | 0.19% | 1007 | +385 | 1.95% | Q1 2026 | Apr 30, 2026 |
| Empirical Asset Management, LLC | History | Added to | 20,115 | 515 | 0.14% | 0.15% | 1008 | +169 | 0.85% | Q1 2026 | May 11, 2026 |
| ERn Financial, LLC | History | No change | 20,124 | 515 | 0.1% | 0.1% | 1006 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 20,006 | 512 | 0.01% | 0.01% | 1009 | -10,266 | -33.91% | Q1 2026 | May 05, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Added to | 20,001 | 512 | 0.38% | 0.3% | 1011 | +40 | 0.2% | Q1 2026 | Apr 14, 2026 |
| Wick Capital Partners, LLC | History | No change | 19,982 | 512 | 0.09% | 0.1% | 1010 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | No change | 19,855 | 509 | 0.14% | 0.15% | 1012 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 19,793 | 507 | 0.02% | 0.02% | 1014 | +5,967 | 43.16% | Q1 2026 | Jun 08, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 19,809 | 507 | 0.0% | 0.0% | 1013 | +2,853 | 16.83% | Q1 2026 | May 13, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 20,278 | 505 | 0.03% | 0.02% | 1015 | +9,703 | 91.75% | Q1 2026 | May 14, 2026 |
| Gainplan LLC | History | Reduced | 19,724 | 505 | 0.38% | 0.2% | 1016 | -504 | -2.49% | Q1 2026 | Apr 08, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 19,683 | 504 | 0.11% | 0.13% | 1017 | -1,063 | -5.12% | Q1 2026 | Apr 20, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 19,557 | 501 | 0.04% | 0.04% | 1018 | +3 | 0.02% | Q1 2026 | Apr 24, 2026 |
| Goepper Burkhardt LLC | History | No change | 19,447 | 498 | 0.17% | 0.17% | 1019 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 19,397 | 497 | 0.01% | 0.0% | 1020 | +10,572 | 119.8% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 19,397 | 497 | 0.01% | 0.03% | 1021 | -1,428 | -6.86% | Q1 2026 | Apr 27, 2026 |
| Martel Wealth Advisors LLC | History | Reduced | 19,408 | 497 | 0.08% | 0.09% | 1022 | -677 | -3.37% | Q1 2026 | May 01, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 19,326 | 495 | 0.03% | 0.03% | 1023 | +217 | 1.14% | Q1 2026 | May 01, 2026 |
| Innova Wealth Partners | History | New | 19,284 | 494 | 0.23% | — | 1025 | +19,284 | New | Q1 2026 | Apr 24, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 19,274 | 494 | 0.02% | 0.02% | 1024 | +143 | 0.75% | Q1 2026 | May 06, 2026 |
| Geometric Wealth Advisors | History | Added to | 19,248 | 493 | 0.06% | 0.06% | 1027 | +933 | 5.09% | Q1 2026 | May 13, 2026 |
| Uncommon Cents Investing LLC | History | No change | 19,236 | 493 | 0.11% | 0.13% | 1026 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 19,205 | 492 | 0.11% | 0.12% | 1028 | -1,675 | -8.02% | Q1 2026 | May 06, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 19,175 | 491 | 0.32% | 0.46% | 1029 | -8,205 | -29.97% | Q1 2026 | Apr 21, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 18,984 | 486 | 0.08% | 0.04% | 1030 | +9,901 | 109.01% | Q1 2026 | Apr 30, 2026 |
| NWAM LLC | History | Reduced | 18,815 | 482 | 0.03% | 0.03% | 1031 | -231 | -1.21% | Q1 2026 | May 04, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 18,801 | 482 | 0.03% | 0.02% | 1032 | +6 | 0.03% | Q1 2026 | Apr 28, 2026 |
| NBT BANK N A /NY | History | Added to | 18,762 | 481 | 0.03% | 0.03% | 1033 | +18,735 | 69388.89% | Q1 2026 | Apr 28, 2026 |
| CRA Financial Services, LLC | History | Added to | 18,796 | 481 | 0.06% | 0.06% | 1034 | +2,730 | 16.99% | Q1 2026 | Apr 09, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 18,790 | 481 | 0.12% | 0.13% | 1035 | +10 | 0.05% | Q1 2026 | Apr 08, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 18,743 | 480 | 0.07% | 0.09% | 1036 | +432 | 2.36% | Q1 2026 | May 04, 2026 |
| Round Rock Advisors LLC | History | Reduced | 18,571 | 476 | 0.07% | 0.08% | 1037 | -1 | -0.01% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 18,493 | 474 | 0.03% | 0.08% | 1039 | -24,522 | -57.01% | Q1 2026 | Apr 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 18,504 | 474 | 0.02% | 0.03% | 1038 | -84 | -0.45% | Q1 2026 | May 07, 2026 |
| Members Trust Co | History | Reduced | 18,430 | 472 | 0.02% | 0.02% | 1040 | -370 | -1.97% | Q1 2026 | May 04, 2026 |
| Valley Brook Capital Group, Inc. | History | Added to | 18,335 | 470 | 0.32% | 0.2% | 1041 | +6,918 | 60.59% | Q1 2026 | May 08, 2026 |
| First County Bank /CT/ | History | Reduced | 18,290 | 468 | 0.25% | 0.29% | 1042 | -2,131 | -10.44% | Q1 2026 | Apr 03, 2026 |
| IFG Advisors, LLC | History | New | 18,221 | 467 | 0.08% | — | 1043 | +18,221 | New | Q1 2026 | Apr 09, 2026 |
| GEM Asset Management, LLC | History | Added to | 18,207 | 466 | 0.21% | 0.22% | 1044 | +3 | 0.02% | Q1 2026 | Apr 10, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 18,157 | 465 | 0.04% | 0.05% | 1046 | +1 | 0.01% | Q1 2026 | May 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 18,162 | 465 | 0.14% | 0.14% | 1045 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Balanced Rock Investment Advisors LLC | History | No change | 18,129 | 464 | 0.33% | 0.35% | 1047 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pathway Financial Advisors LLC | History | No change | 17,838 | 461 | 0.06% | 0.06% | 1048 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 17,818 | 456 | 0.19% | 0.2% | 1049 | -222 | -1.23% | Q1 2026 | Apr 21, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 17,819 | 456 | 0.23% | 0.15% | 1050 | +7 | 0.04% | Q1 2026 | Apr 24, 2026 |
| TPG Advisors LLC | History | Added to | 17,722 | 454 | 0.28% | 0.3% | 1051 | +14 | 0.08% | Q1 2026 | Apr 22, 2026 |
| DDD Partners, LLC | History | Reduced | 17,615 | 451 | 0.03% | 0.03% | 1054 | -154 | -0.87% | Q1 2026 | Apr 28, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 17,571 | 451 | 0.02% | 0.02% | 1052 | +88 | 0.5% | Q1 2026 | May 18, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 17,625 | 451 | 0.16% | 0.18% | 1053 | -69 | -0.39% | Q1 2026 | Apr 29, 2026 |
| Wealth Management Nebraska | History | Added to | 15,389 | 448 | 0.05% | 0.02% | 1055 | +7,608 | 97.78% | Q1 2026 | May 15, 2026 |
| Hudock, Inc. | History | Added to | 17,395 | 446 | 0.07% | 0.07% | 1056 | +456 | 2.69% | Q1 2026 | May 13, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 17,314 | 443 | 0.13% | 0.13% | 1058 | +534 | 3.18% | Q1 2026 | May 07, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 17,296 | 443 | 0.0% | 0.0% | 1057 | -182 | -1.04% | Q1 2026 | Apr 15, 2026 |
| Slow Capital, Inc. | History | Reduced | 17,231 | 441 | 0.06% | 0.08% | 1059 | -7,791 | -31.14% | Q1 2026 | Apr 24, 2026 |
| Grantvest Financial Group LLC | History | Added to | 17,236 | 441 | 0.29% | 0.3% | 1060 | +23 | 0.13% | Q1 2026 | May 11, 2026 |
| Essex Bank | History | Reduced | 17,185 | 440 | 0.1% | 0.1% | 1061 | -513 | -2.9% | Q1 2026 | Apr 17, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 17,173 | 440 | 0.34% | 0.38% | 1062 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 17,051 | 437 | 0.02% | 0.02% | 1063 | -1,325 | -7.21% | Q1 2026 | Apr 10, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Added to | 17,050 | 437 | 0.22% | 0.21% | 1064 | +844 | 5.21% | Q1 2026 | May 14, 2026 |
| Flagship Private Wealth, LLC | History | No change | 17,021 | 436 | 0.18% | 0.18% | 1065 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Advisors Capital Management, LLC | History | Added to | 16,971 | 435 | 0.01% | 0.0% | 1067 | +1,271 | 8.1% | Q1 2026 | May 01, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 17,004 | 435 | 0.03% | 0.04% | 1066 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Nautilus Advisors LLC | History | No change | 16,950 | 434 | 0.3% | 0.3% | 1068 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 16,871 | 432 | 0.18% | 0.18% | 1070 | -556 | -3.19% | Q1 2026 | Apr 23, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 16,881 | 432 | 0.06% | 0.06% | 1069 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Lafayette Investments, Inc. | History | No change | 16,847 | 431 | 0.09% | 0.09% | 1071 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Barton Investment Management | History | No change | 16,800 | 430 | 0.05% | 0.05% | 1072 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 16,698 | 428 | 0.3% | 0.24% | 1074 | +3,497 | 26.49% | Q1 2026 | May 08, 2026 |
| ALTFEST L J & CO INC | History | Added to | 16,703 | 428 | 0.05% | 0.05% | 1073 | +195 | 1.18% | Q1 2026 | Apr 28, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Added to | 16,646 | 426 | 0.02% | 0.02% | 1075 | +1,012 | 6.47% | Q1 2026 | Apr 17, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 16,550 | 424 | 0.03% | 0.04% | 1076 | +8 | 0.05% | Q1 2026 | Apr 30, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 16,485 | 422 | 0.1% | 0.1% | 1077 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Management | History | Reduced | 16,410 | 420 | 0.48% | 0.59% | 1078 | -3,024 | -15.56% | Q1 2026 | Apr 22, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 15,265 | 419 | 0.03% | 0.03% | 1079 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aventus Investment Advisors, Inc. | History | Reduced | 16,274 | 417 | 0.35% | 0.36% | 1080 | -359 | -2.16% | Q1 2026 | Apr 15, 2026 |
| Grey Fox Wealth Advisors, LLC | History | New | 16,234 | 416 | 0.08% | — | 1082 | +16,234 | New | Q1 2026 | Apr 21, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 16,230 | 416 | 0.02% | 0.02% | 1081 | +15 | 0.09% | Q1 2026 | May 15, 2026 |
| Emissary Wealth LLC | History | No change | 16,082 | 412 | 0.39% | 0.36% | 1083 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 16,026 | 410 | 0.11% | 0.07% | 1084 | +5,409 | 50.95% | Q1 2026 | Apr 28, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Reduced | 15,999 | 410 | 0.31% | 0.36% | 1085 | -1,476 | -8.45% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | No change | 15,905 | 407 | 0.01% | 0.01% | 1086 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Reduced | 15,852 | 406 | 0.19% | 0.17% | 1088 | -130 | -0.81% | Q1 2026 | May 13, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 15,842 | 406 | 0.02% | 0.02% | 1087 | +124 | 0.79% | Q1 2026 | May 14, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 15,852 | 406 | 0.11% | 0.12% | 1089 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 15,801 | 405 | 0.0% | 0.0% | 1090 | -182 | -1.14% | Q1 2026 | May 04, 2026 |
| Colonial Trust Co / SC | History | No change | 15,761 | 404 | 0.05% | 0.06% | 1091 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Traub Capital Management LLC | History | Reduced | 15,711 | 402 | 0.4% | 0.41% | 1093 | -180 | -1.13% | Q1 2026 | Apr 23, 2026 |
| Burton Enright Welch | History | Reduced | 15,684 | 402 | 0.05% | 0.06% | 1094 | -158 | -1.0% | Q1 2026 | May 01, 2026 |
| Aspire Growth Partners LLC | History | Added to | 15,702 | 402 | 0.28% | 0.29% | 1092 | +45 | 0.29% | Q1 2026 | Apr 17, 2026 |
| City Center Advisors, LLC | History | No change | 15,641 | 401 | 0.37% | 0.39% | 1095 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Northern Financial Advisors Inc | History | Added to | 15,556 | 398 | 0.29% | 0.24% | 1097 | +7,836 | 101.5% | Q1 2026 | Apr 28, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 15,526 | 398 | 0.01% | 0.01% | 1096 | -31 | -0.2% | Q1 2026 | May 01, 2026 |
| Aspect Partners, LLC | History | No change | 15,546 | 398 | 0.16% | 0.18% | 1098 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Falcon Wealth Planning | History | Added to | 15,463 | 396 | 0.03% | 0.03% | 1099 | +3,611 | 30.47% | Q1 2026 | Apr 20, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 15,436 | 395 | 0.09% | 0.05% | 1101 | +7,995 | 107.45% | Q1 2026 | May 07, 2026 |
| Riverview Capital Advisers, LLC | History | Reduced | 15,415 | 395 | 0.13% | 0.14% | 1102 | -2,055 | -11.76% | Q1 2026 | May 13, 2026 |
| BSW Wealth Partners | History | Added to | 15,422 | 395 | 0.05% | 0.05% | 1100 | +27 | 0.18% | Q1 2026 | Apr 14, 2026 |
| Keel Point, LLC | History | Added to | 15,388 | 394 | 0.03% | 0.01% | 1104 | +6,424 | 71.66% | Q1 2026 | May 29, 2026 |
| ProVise Management Group, LLC | History | Added to | 15,390 | 394 | 0.03% | 0.03% | 1103 | +256 | 1.69% | Q1 2026 | May 06, 2026 |
| Aspen Capital Management, LLC | History | Added to | 15,370 | 394 | 0.1% | 0.1% | 1105 | +45 | 0.29% | Q1 2026 | Apr 17, 2026 |
| Portus Wealth Advisors, LLC | History | Reduced | 15,355 | 393 | 0.37% | 0.4% | 1107 | -267 | -1.71% | Q1 2026 | Apr 22, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 15,354 | 393 | 0.12% | 0.13% | 1106 | +3 | 0.02% | Q1 2026 | Apr 29, 2026 |
| Evansbrook LLC | History | Added to | 15,285 | 391 | 0.26% | 0.24% | 1108 | +2,175 | 16.59% | Q1 2026 | Jun 04, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 15,240 | 390 | 0.04% | 0.05% | 1109 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 15,193 | 389 | 0.1% | 0.1% | 1110 | -94 | -0.61% | Q1 2026 | Apr 03, 2026 |
| Keenan, LLC | History | Added to | 15,175 | 389 | 0.33% | 0.36% | 1111 | +6 | 0.04% | Q1 2026 | Apr 22, 2026 |
| FINANCIAL LIFE ADVISORS | History | No change | 15,000 | 384 | 0.12% | 0.12% | 1112 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NICOLET BANKSHARES INC | History | New | 14,835 | 383 | 0.01% | — | 1114 | +14,835 | New | Q1 2026 | May 14, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 14,940 | 383 | 0.03% | 0.03% | 1113 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 14,923 | 382 | 0.02% | 0.02% | 1115 | +40 | 0.27% | Q1 2026 | Apr 27, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 14,888 | 381 | 0.07% | 0.09% | 1117 | -5,626 | -27.43% | Q1 2026 | May 11, 2026 |
| Sonoma Private Wealth LLC | History | Reduced | 14,892 | 381 | 0.47% | 0.53% | 1118 | -1,500 | -9.15% | Q1 2026 | May 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 14,868 | 381 | 0.13% | 0.13% | 1116 | +1 | 0.01% | Q1 2026 | Apr 09, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 14,821 | 380 | 0.05% | 0.03% | 1119 | +5,444 | 58.06% | Q1 2026 | Apr 13, 2026 |
| Cadence Wealth Management LLC | History | Added to | 14,652 | 375 | 0.16% | 0.19% | 1120 | +263 | 1.83% | Q1 2026 | May 12, 2026 |
| SkyOak Wealth, LLC | History | New | 14,590 | 374 | 0.07% | — | 1121 | +14,590 | New | Q1 2026 | Apr 30, 2026 |
| Avail Investment Partners, LLC | History | New | 14,557 | 373 | 0.4% | — | 1123 | +14,557 | New | Q1 2026 | May 13, 2026 |
| Investment Research Partners LLC | History | Added to | 14,557 | 373 | 0.15% | 0.15% | 1122 | +1,557 | 11.98% | Q1 2026 | Apr 29, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 13,853 | 372 | 0.03% | 0.03% | 1124 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Paladin Wealth, LLC | History | No change | 14,544 | 372 | 0.26% | 0.27% | 1125 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Prospera Financial Services Inc | History | Added to | 14,482 | 371 | 0.01% | 0.01% | 1126 | +1,966 | 15.71% | Q1 2026 | Apr 14, 2026 |
| Advisory Alpha, LLC | History | Reduced | 14,401 | 369 | 0.01% | 0.01% | 1127 | -1,543 | -9.68% | Q1 2026 | May 14, 2026 |
| Great Lakes Retirement, Inc. | History | Reduced | 14,406 | 369 | 0.04% | 0.04% | 1128 | -1,107 | -7.14% | Q1 2026 | May 06, 2026 |
| WPG Advisers, LLC | History | Reduced | 14,359 | 368 | 0.27% | 0.31% | 1131 | -973 | -6.35% | Q1 2026 | Apr 29, 2026 |
| Granite Bay Wealth Management, LLC | History | Reduced | 14,570 | 368 | 0.08% | 0.1% | 1129 | -520 | -3.45% | Q1 2026 | May 01, 2026 |
| Fairway Wealth LLC | History | No change | 14,373 | 368 | 0.1% | 0.1% | 1130 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Added to | 14,287 | 366 | 0.08% | 0.08% | 1132 | +3 | 0.02% | Q1 2026 | Apr 14, 2026 |
| Lighthouse Wealth Management Inc. | History | No change | 14,202 | 364 | 0.25% | 0.26% | 1133 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Financial Designs Corp | History | No change | 14,172 | 363 | 0.2% | 0.22% | 1134 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| KICKSTAND VENTURES, LLC. | History | New | 14,106 | 361 | 0.08% | — | 1138 | +14,106 | New | Q1 2026 | May 05, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | New | 14,102 | 361 | 0.01% | — | 1136 | +14,102 | New | Q1 2026 | Apr 30, 2026 |
| JANE STREET GROUP, LLC | History | New | 14,100 | 361 | 0.0% | — | 1137 | +14,100 | New | Q1 2026 | May 12, 2026 |
| Hippocratic Financial Advisors, LLC | History | Added to | 14,116 | 361 | 0.16% | 0.14% | 1135 | +2,645 | 23.06% | Q1 2026 | Apr 21, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 13,997 | 358 | 0.03% | 0.04% | 1141 | -1,583 | -10.16% | Q1 2026 | Apr 15, 2026 |
| Pegasus Asset Management, Inc. | History | Added to | 13,987 | 358 | 0.11% | 0.11% | 1139 | +141 | 1.02% | Q1 2026 | Apr 20, 2026 |
| Westshore Wealth, LLC | History | Added to | 13,993 | 358 | 0.13% | 0.12% | 1140 | +40 | 0.29% | Q1 2026 | May 27, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | Added to | 13,967 | 358 | 0.1% | 0.1% | 1142 | +5 | 0.04% | Q1 2026 | Apr 22, 2026 |
| Cardinal Point Capital Management ULC | History | Reduced | 13,938 | 357 | 0.02% | 0.03% | 1144 | -552 | -3.81% | Q1 2026 | Apr 20, 2026 |
| CFO4Life Group, LLC | History | Reduced | 13,931 | 357 | 0.05% | 0.05% | 1143 | -40 | -0.29% | Q1 2026 | May 11, 2026 |
| Plum Street Advisors, LLC | History | No change | 13,958 | 357 | 0.12% | 0.13% | 1145 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 13,884 | 355 | 0.05% | 0.05% | 1146 | -233 | -1.65% | Q1 2026 | May 08, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 13,815 | 354 | 0.02% | 0.03% | 1147 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SUMMITRY LLC | History | No change | 13,806 | 353 | 0.01% | 0.02% | 1148 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 13,800 | 353 | 0.06% | 0.06% | 1149 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| M&T BANK CORP | History | Reduced | 13,700 | 351 | 0.0% | 0.0% | 1150 | -13,992 | -50.53% | Q1 2026 | May 12, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 13,711 | 351 | 0.09% | 0.1% | 1151 | +80 | 0.59% | Q1 2026 | Apr 09, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 13,577 | 348 | 0.02% | 0.02% | 1153 | +1,000 | 7.95% | Q1 2026 | Apr 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 13,584 | 348 | 0.02% | 0.02% | 1152 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Bowman & Co S.C. | History | No change | 12,917 | 347 | 0.15% | 0.15% | 1154 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MOTCO | History | Added to | 13,523 | 346 | 0.03% | 0.03% | 1155 | +1,425 | 11.78% | Q1 2026 | Apr 22, 2026 |
| Modus Advisors, LLC | History | No change | 13,526 | 346 | 0.1% | 0.1% | 1156 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MAYPORT, LLC | History | No change | 13,506 | 346 | 0.06% | 0.07% | 1157 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 13,472 | 345 | 0.0% | 0.0% | 1158 | -536 | -3.83% | Q1 2026 | Apr 23, 2026 |
| Delos Wealth Advisors, LLC | History | New | 13,422 | 344 | 0.2% | — | 1160 | +13,422 | New | Q1 2026 | May 14, 2026 |
| PETERSON WEALTH MANAGEMENT | History | Added to | 13,436 | 344 | 0.2% | 0.27% | 1159 | +39 | 0.29% | Q1 2026 | May 15, 2026 |
| LifeSteps Financial, Inc. | History | Reduced | 13,397 | 343 | 0.22% | 0.23% | 1161 | -147 | -1.09% | Q1 2026 | Apr 22, 2026 |
| FC Advisory LLC | History | Added to | 13,376 | 342 | 0.1% | 0.1% | 1162 | +135 | 1.02% | Q1 2026 | Apr 14, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 13,329 | 341 | 0.03% | 0.04% | 1163 | +152 | 1.15% | Q1 2026 | May 12, 2026 |
| South Shore Capital Advisors | History | Added to | 13,223 | 339 | 0.25% | 0.19% | 1165 | +3,390 | 34.48% | Q1 2026 | Apr 28, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 13,258 | 339 | 0.02% | 0.02% | 1164 | +1,016 | 8.3% | Q1 2026 | Apr 27, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 13,218 | 338 | 0.02% | — | 1168 | +13,218 | New | Q1 2026 | Apr 22, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Reduced | 13,216 | 338 | 0.18% | 0.2% | 1167 | -662 | -4.77% | Q1 2026 | May 12, 2026 |
| Legacy Advisors, LLC | History | Added to | 13,213 | 338 | 0.04% | 0.04% | 1166 | +38 | 0.29% | Q1 2026 | May 05, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 13,151 | 337 | 0.01% | 0.01% | 1169 | +206 | 1.59% | Q1 2026 | Apr 23, 2026 |
| Costello Asset Management, INC | History | Added to | 13,108 | 336 | 0.12% | 0.11% | 1170 | +326 | 2.55% | Q1 2026 | Apr 30, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 13,048 | 334 | 0.04% | 0.04% | 1171 | +5 | 0.04% | Q1 2026 | May 06, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 12,983 | 332 | 0.15% | 0.23% | 1172 | -5,959 | -31.46% | Q1 2026 | Apr 22, 2026 |
| Berman McAleer LLC | History | Added to | 12,978 | 332 | 0.05% | 0.04% | 1173 | +966 | 8.04% | Q1 2026 | Apr 17, 2026 |
| Clarity Financial LLC | History | Reduced | 12,945 | 331 | 0.04% | 0.03% | 1175 | -935 | -6.74% | Q1 2026 | May 01, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 12,924 | 331 | 0.1% | 0.11% | 1174 | -185 | -1.41% | Q1 2026 | Apr 13, 2026 |
| Canvas Wealth Advisors, LLC | History | New | 12,870 | 329 | 0.06% | — | 1176 | +12,870 | New | Q1 2026 | Apr 28, 2026 |
| Retireful, LLC | History | New | 12,760 | 327 | 0.46% | — | 1179 | +12,760 | New | Q1 2026 | Apr 15, 2026 |
| GoalVest Advisory LLC | History | Reduced | 12,769 | 327 | 0.06% | 0.07% | 1177 | -1,331 | -9.44% | Q1 2026 | Apr 13, 2026 |
| Curran Financial Partners, LLC | History | Reduced | 12,768 | 327 | 0.06% | 0.07% | 1178 | -339 | -2.59% | Q1 2026 | Apr 15, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 12,748 | 326 | 0.03% | 0.03% | 1180 | +4 | 0.03% | Q1 2026 | Apr 08, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Added to | 12,513 | 325 | 0.17% | 0.19% | 1182 | +36 | 0.29% | Q1 2026 | Apr 08, 2026 |
| Clearstead Trust, LLC | History | No change | 12,678 | 325 | 0.05% | 0.05% | 1181 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 12,660 | 324 | 0.05% | 0.05% | 1185 | +1,836 | 16.96% | Q1 2026 | Apr 21, 2026 |
| Fusion Capital, LLC | History | Reduced | 12,658 | 324 | 0.09% | 0.1% | 1184 | -334 | -2.57% | Q1 2026 | May 13, 2026 |
| Palouse Capital Management, Inc. | History | Reduced | 12,655 | 324 | 0.21% | 0.22% | 1183 | -187 | -1.46% | Q1 2026 | Apr 24, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 12,635 | 323 | 0.01% | 0.01% | 1187 | -444 | -3.39% | Q1 2026 | May 14, 2026 |
| Rinkey Investments | History | Added to | 12,606 | 323 | 0.08% | 0.09% | 1186 | +99 | 0.79% | Q1 2026 | May 11, 2026 |
| TRUE Private Wealth Advisors | History | No change | 12,527 | 321 | 0.03% | 0.03% | 1188 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HOWE & RUSLING INC | History | Reduced | 12,481 | 320 | 0.02% | 0.09% | 1189 | -40,803 | -76.58% | Q1 2026 | Apr 28, 2026 |
| Stonebridge Capital Advisors LLC | History | Reduced | 12,517 | 320 | 0.02% | 0.03% | 1190 | -1,200 | -8.75% | Q1 2026 | May 14, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 12,390 | 317 | 0.05% | — | 1195 | +12,390 | New | Q1 2026 | May 13, 2026 |
| Morton Brown Family Wealth, LLC | History | Reduced | 12,369 | 317 | 0.08% | 0.11% | 1194 | -2,374 | -16.1% | Q1 2026 | Apr 20, 2026 |
| Capital Planning Advisors, LLC | History | Reduced | 12,394 | 317 | 0.05% | 0.05% | 1191 | -2,147 | -14.77% | Q1 2026 | May 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 12,369 | 317 | 0.04% | 0.04% | 1192 | +2 | 0.02% | Q1 2026 | May 05, 2026 |
| CPC Advisors, LLC | History | No change | 12,381 | 317 | 0.05% | 0.03% | 1193 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | No change | 12,360 | 316 | 0.12% | 0.13% | 1196 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Diversified Investment Strategies, LLC | History | No change | 12,317 | 315 | 0.2% | 0.22% | 1197 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | No change | 12,255 | 314 | 0.05% | 0.05% | 1198 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Smithfield Trust Co | History | No change | 12,178 | 311 | 0.01% | 0.01% | 1199 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Invesco Ltd. | History | New | 12,093 | 310 | 0.0% | — | 1202 | +12,093 | New | Q1 2026 | May 12, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Reduced | 12,101 | 310 | 0.2% | 0.26% | 1201 | -2,048 | -14.47% | Q1 2026 | Apr 27, 2026 |
| MKD WEALTH COACHES, LLC | History | Added to | 12,098 | 310 | 0.31% | 0.32% | 1200 | +148 | 1.24% | Q1 2026 | Apr 13, 2026 |
| WCG Wealth Advisors LLC | History | New | 12,016 | 308 | 0.01% | — | 1205 | +12,016 | New | Q1 2026 | May 12, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 12,030 | 308 | 0.38% | 0.37% | 1204 | -767 | -5.99% | Q1 2026 | May 05, 2026 |
| Narwhal Capital Management | History | Reduced | 12,031 | 308 | 0.02% | 0.02% | 1203 | -73 | -0.6% | Q1 2026 | Apr 23, 2026 |
| WealthCollab, LLC | History | No change | 11,984 | 307 | 0.13% | 0.13% | 1206 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EASTERN BANK | History | No change | 11,952 | 306 | 0.01% | 0.01% | 1207 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| JSF Financial, LLC | History | Added to | 11,905 | 305 | 0.06% | 0.07% | 1208 | +34 | 0.29% | Q1 2026 | May 07, 2026 |
| Waterford Advisors, LLC | History | No change | 9,987 | 304 | 0.1% | 0.11% | 1209 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Shakespeare Wealth Management, LLC | History | Added to | 11,832 | 303 | 0.07% | 0.07% | 1210 | +2 | 0.02% | Q1 2026 | Apr 30, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 11,792 | 302 | 0.02% | 0.02% | 1211 | +40 | 0.34% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 11,761 | 301 | 0.0% | 0.0% | 1212 | +449 | 3.97% | Q1 2026 | May 12, 2026 |
| Wealth Care LLC | History | New | 11,700 | 299 | 0.27% | — | 1217 | +11,700 | New | Q1 2026 | Apr 24, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 11,693 | 299 | 0.02% | 0.0% | 1215 | +11,066 | 1764.91% | Q1 2026 | May 06, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 10,053 | 299 | 0.03% | 0.04% | 1216 | -223 | -2.17% | Q1 2026 | Jun 01, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 11,660 | 299 | 0.1% | 0.11% | 1214 | +34 | 0.29% | Q1 2026 | Apr 08, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 11,663 | 299 | 0.02% | 0.02% | 1213 | +1 | 0.01% | Q1 2026 | May 04, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | No change | 11,132 | 298 | 0.29% | 0.29% | 1218 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sound Stewardship, LLC | History | Reduced | 11,594 | 297 | 0.14% | 0.19% | 1220 | -3,195 | -21.6% | Q1 2026 | Apr 10, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 11,586 | 297 | 0.06% | 0.08% | 1219 | -2,230 | -16.14% | Q1 2026 | May 08, 2026 |
| Bluesphere Advisors LLC | History | New | 11,523 | 295 | 0.1% | — | 1221 | +11,523 | New | Q1 2026 | Apr 22, 2026 |
| Quartz Partners, LLC | History | Added to | 11,480 | 294 | 0.11% | 0.11% | 1223 | +768 | 7.17% | Q1 2026 | May 05, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 11,478 | 294 | 0.02% | 0.02% | 1222 | -174 | -1.49% | Q1 2026 | Apr 27, 2026 |
| BetterWealth, LLC | History | New | 11,430 | 293 | 0.06% | — | 1226 | +11,430 | New | Q1 2026 | Apr 24, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 11,441 | 293 | 0.0% | 0.0% | 1224 | +1,235 | 12.1% | Q1 2026 | May 13, 2026 |
| AUCTUS ADVISORS LLC | History | No change | 11,429 | 293 | 0.28% | 0.28% | 1225 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Delta Investment Management, LLC | History | Added to | 11,405 | 292 | 0.05% | 0.05% | 1228 | +1,258 | 12.4% | Q1 2026 | May 12, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 11,407 | 292 | 0.02% | 0.02% | 1227 | -209 | -1.8% | Q1 2026 | May 12, 2026 |
| Pandora Wealth, Inc. | History | No change | 10,872 | 292 | 0.18% | 0.18% | 1229 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| GTS SECURITIES LLC | History | New | 11,380 | 291 | 0.01% | — | 1231 | +11,380 | New | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 11,371 | 291 | 0.01% | 0.01% | 1230 | -725 | -5.99% | Q1 2026 | May 04, 2026 |
| GeoWealth Management, LLC | History | Added to | 11,305 | 289 | 0.01% | 0.01% | 1232 | +263 | 2.38% | Q1 2026 | May 13, 2026 |
| Summit Investment Advisory Services, LLC | History | No change | 11,280 | 289 | 0.11% | 0.11% | 1233 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Accel Wealth Management | History | Added to | 11,263 | 288 | 0.08% | 0.08% | 1234 | +20 | 0.18% | Q1 2026 | Apr 08, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 11,201 | 287 | 0.01% | 0.01% | 1235 | +267 | 2.44% | Q1 2026 | May 12, 2026 |
| OneAscent Financial Services LLC | History | Added to | 11,170 | 286 | 0.02% | 0.02% | 1236 | +1,643 | 17.25% | Q1 2026 | Apr 21, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 11,136 | 285 | 0.01% | 0.01% | 1237 | -4,846 | -30.32% | Q1 2026 | Apr 29, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 11,093 | 284 | 0.0% | 0.0% | 1238 | -22,472 | -66.95% | Q1 2026 | May 15, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 11,102 | 284 | 0.04% | 0.04% | 1239 | -738 | -6.23% | Q1 2026 | Apr 30, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 11,052 | 283 | 0.04% | 0.04% | 1240 | +40 | 0.36% | Q1 2026 | Apr 24, 2026 |
| Ellenbecker Investment Group | History | Reduced | 11,021 | 282 | 0.04% | 0.04% | 1241 | -273 | -2.42% | Q1 2026 | Apr 23, 2026 |
| PCA Investment Advisory Services Inc. | History | New | 10,995 | 281 | 0.09% | — | 1243 | +10,995 | New | Q1 2026 | May 11, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 10,998 | 281 | 0.04% | 0.04% | 1242 | +939 | 9.33% | Q1 2026 | Apr 13, 2026 |
| Ketron Financial | History | New | 10,901 | 279 | 0.1% | — | 1245 | +10,901 | New | Q1 2026 | Apr 21, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 10,885 | 279 | 0.03% | 0.03% | 1244 | -620 | -5.39% | Q1 2026 | Apr 17, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Reduced | 10,878 | 278 | 0.07% | 0.08% | 1246 | -720 | -6.21% | Q1 2026 | Apr 16, 2026 |
| One Day In July LLC | History | No change | 10,856 | 278 | 0.02% | 0.02% | 1247 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 10,812 | 277 | 0.01% | — | 1248 | +10,812 | New | Q1 2026 | May 11, 2026 |
| Family Investment Center, Inc. | History | No change | 10,779 | 276 | 0.05% | 0.06% | 1249 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Capital Asset Advisory Services LLC | History | New | 9,848 | 275 | 0.01% | — | 1252 | +9,848 | New | Q1 2026 | Apr 24, 2026 |
| William Howard & Co Financial Advisors Inc | History | Added to | 10,753 | 275 | 0.24% | 0.24% | 1250 | +32 | 0.3% | Q1 2026 | Apr 30, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 10,761 | 275 | 0.07% | 0.07% | 1251 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Empowered Funds, LLC | History | New | 10,706 | 274 | 0.0% | — | 1254 | +10,706 | New | Q1 2026 | Jun 15, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 10,706 | 274 | 0.02% | 0.02% | 1253 | -3,209 | -23.06% | Q1 2026 | May 14, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 10,653 | 273 | 0.04% | 0.04% | 1256 | -299 | -2.73% | Q1 2026 | Apr 23, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 10,152 | 273 | 0.01% | 0.01% | 1255 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Main Street Research LLC | History | Added to | 10,635 | 272 | 0.02% | 0.02% | 1258 | +800 | 8.13% | Q1 2026 | Apr 30, 2026 |
| SP Asset Management LLC | History | Added to | 10,608 | 272 | 0.02% | 0.02% | 1259 | +1 | 0.01% | Q1 2026 | May 06, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 10,645 | 272 | 0.02% | 0.02% | 1257 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 10,607 | 271 | 0.03% | 0.03% | 1261 | +732 | 7.41% | Q1 2026 | Apr 30, 2026 |
| Bogart Wealth, LLC | History | Added to | 10,593 | 271 | 0.01% | 0.01% | 1262 | +25 | 0.24% | Q1 2026 | Apr 28, 2026 |
| Accredited Investors Inc. | History | Added to | 10,570 | 271 | 0.01% | 0.02% | 1260 | +7 | 0.07% | Q1 2026 | Apr 30, 2026 |
| SYON CAPITAL LLC | History | No change | 10,553 | 270 | 0.01% | 0.01% | 1263 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Integrity Investment Advisors, LLC | History | Reduced | 10,516 | 269 | 0.15% | 1.02% | 1267 | -58,501 | -84.76% | Q1 2026 | Apr 29, 2026 |
| Guardian Wealth Advisors, LLC | History | Added to | 10,524 | 269 | 0.15% | 0.16% | 1265 | +178 | 1.72% | Q1 2026 | May 01, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 10,528 | 269 | 0.06% | 0.06% | 1264 | +23 | 0.22% | Q1 2026 | Apr 17, 2026 |
| Eley Financial Management, Inc | History | No change | 10,497 | 269 | 0.1% | 0.1% | 1266 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Swisher Financial Concepts, Inc. | History | New | 10,472 | 268 | 0.15% | — | 1268 | +10,472 | New | Q1 2026 | Apr 16, 2026 |
| Haverford Trust Co | History | New | 10,446 | 267 | 0.0% | — | 1272 | +10,446 | New | Q1 2026 | May 11, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 10,435 | 267 | 0.02% | 0.02% | 1270 | -1,485 | -12.46% | Q1 2026 | May 12, 2026 |
| Storen Legacy Partners, LLC | History | Reduced | 10,431 | 267 | 0.08% | 0.1% | 1271 | -943 | -8.29% | Q1 2026 | Apr 22, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Added to | 10,440 | 267 | 0.03% | 0.04% | 1269 | +22 | 0.21% | Q1 2026 | Apr 13, 2026 |
| RAM Investment Partners, LLC | History | Added to | 10,380 | 266 | 0.05% | 0.05% | 1273 | +231 | 2.28% | Q1 2026 | May 04, 2026 |
| Crescent Sterling, Ltd. | History | Added to | 10,360 | 265 | 0.26% | 0.28% | 1274 | +350 | 3.5% | Q1 2026 | Apr 07, 2026 |
| Clark Asset Management, LLC | History | No change | 10,361 | 265 | 0.02% | 0.03% | 1275 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 10,296 | 263 | 0.01% | 0.01% | 1276 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 10,204 | 261 | 0.04% | 0.04% | 1277 | +239 | 2.4% | Q1 2026 | May 26, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 10,197 | 261 | 0.14% | 0.16% | 1278 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Added to | 10,093 | 260 | 0.01% | 0.01% | 1279 | +133 | 1.34% | Q1 2026 | May 12, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 10,067 | 258 | 0.06% | 0.06% | 1280 | +111 | 1.11% | Q1 2026 | May 21, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 10,046 | 257 | 0.0% | 0.0% | 1281 | +430 | 4.47% | Q1 2026 | May 15, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 10,013 | 256 | 0.06% | 0.07% | 1282 | -902 | -8.26% | Q1 2026 | Apr 28, 2026 |
| LCW Services, LLC | History | Added to | 9,987 | 256 | 0.13% | 0.13% | 1283 | +722 | 7.79% | Q1 2026 | Apr 27, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Reduced | 9,935 | 254 | 0.01% | 0.23% | 1284 | -294,202 | -96.73% | Q1 2026 | May 21, 2026 |
| Salomon & Ludwin, LLC | History | No change | 9,789 | 253 | 0.02% | 0.02% | 1285 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sensible Money, LLC | History | No change | 9,884 | 253 | 0.08% | 0.08% | 1286 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| 25 LLC | History | Added to | 9,840 | 252 | 0.08% | 0.08% | 1287 | +264 | 2.76% | Q1 2026 | Apr 20, 2026 |
| PENNEY FINANCIAL, LLC | History | No change | 9,816 | 251 | 0.1% | 0.1% | 1288 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Verity & Verity, LLC | History | Reduced | 9,780 | 250 | 0.02% | 0.03% | 1290 | -2,393 | -19.66% | Q1 2026 | Apr 15, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 9,770 | 250 | 0.07% | 0.06% | 1289 | +755 | 8.37% | Q1 2026 | May 11, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 9,782 | 250 | 0.05% | 0.06% | 1292 | +28 | 0.29% | Q1 2026 | Apr 24, 2026 |
| Segment Wealth Management, LLC | History | No change | 9,789 | 250 | 0.01% | 0.02% | 1291 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 9,724 | 249 | 0.04% | 0.04% | 1294 | +763 | 8.51% | Q1 2026 | May 05, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 9,719 | 249 | 0.06% | 0.06% | 1295 | -476 | -4.67% | Q1 2026 | Apr 17, 2026 |
| Financial Advisory Corp | History | Added to | 9,743 | 249 | 0.03% | 0.04% | 1293 | +240 | 2.53% | Q1 2026 | Apr 10, 2026 |
| SMART Wealth LLC | History | Added to | 9,723 | 249 | 0.07% | 0.08% | 1297 | +50 | 0.52% | Q1 2026 | Apr 23, 2026 |
| Shira Ridge Wealth Management | History | No change | 9,735 | 249 | 0.1% | 0.1% | 1296 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Added to | 9,693 | 248 | 0.16% | 0.16% | 1299 | +1,492 | 18.19% | Q1 2026 | May 08, 2026 |
| Intrua Financial, LLC | History | Added to | 9,678 | 248 | 0.03% | 0.03% | 1298 | +809 | 9.12% | Q1 2026 | Apr 23, 2026 |
| Gateway Wealth Partners, LLC | History | New | 9,646 | 247 | 0.01% | — | 1300 | +9,646 | New | Q1 2026 | May 15, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | New | 9,599 | 246 | 0.2% | — | 1301 | +9,599 | New | Q1 2026 | May 07, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 9,581 | 245 | 0.0% | 0.0% | 1302 | -2,704 | -22.01% | Q1 2026 | Apr 28, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 9,590 | 245 | 0.06% | 0.06% | 1304 | -300 | -3.03% | Q1 2026 | Apr 02, 2026 |
| STRATEGIC PLANNING GROUP, LLC | History | Added to | 9,555 | 245 | 0.03% | 0.03% | 1305 | +27 | 0.28% | Q1 2026 | Apr 22, 2026 |
| Black Swift Group, LLC | History | No change | 9,578 | 245 | 0.04% | 0.04% | 1303 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 9,521 | 244 | 0.03% | 0.03% | 1306 | -68 | -0.71% | Q1 2026 | Apr 28, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 9,489 | 243 | 0.15% | 0.16% | 1307 | -234 | -2.41% | Q1 2026 | Apr 21, 2026 |
| Strategic Blueprint, LLC | History | Added to | 9,456 | 242 | 0.01% | 0.01% | 1308 | +867 | 10.09% | Q1 2026 | Apr 29, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Reduced | 9,459 | 242 | 0.16% | 0.16% | 1311 | -100 | -1.05% | Q1 2026 | Apr 20, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | Added to | 9,470 | 242 | 0.16% | 0.16% | 1309 | +1 | 0.01% | Q1 2026 | May 07, 2026 |
| Haven Private, LLC | History | No change | 9,439 | 242 | 0.11% | 0.11% | 1310 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | New | 9,405 | 241 | 0.14% | — | 1315 | +9,405 | New | Q1 2026 | May 13, 2026 |
| Elm Partners Management LLC | History | Added to | 9,708 | 241 | 0.01% | 0.01% | 1314 | +2 | 0.02% | Q1 2026 | May 13, 2026 |
| Boston Partners | History | No change | 9,409 | 241 | 0.0% | 0.0% | 1312 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Southeast Asset Advisors, LLC | History | No change | 9,416 | 241 | 0.03% | 0.02% | 1313 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| VestGen Advisors, LLC | History | Reduced | 8,289 | 240 | 0.01% | 0.02% | 1318 | -4,981 | -37.54% | Q1 2026 | May 14, 2026 |
| Welch Group, LLC | History | No change | 9,378 | 240 | 0.01% | 0.01% | 1316 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| M3 Advisory Group, LLC | History | No change | 9,388 | 240 | 0.15% | 0.15% | 1317 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Inlight Wealth Management, LLC | History | No change | 9,322 | 239 | 0.09% | 0.09% | 1319 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 9,318 | 238 | 0.01% | 0.01% | 1320 | -272 | -2.84% | Q1 2026 | May 07, 2026 |
| Cottage Street Advisors LLC | History | Added to | 9,286 | 238 | 0.1% | 0.11% | 1321 | +25 | 0.27% | Q1 2026 | Apr 20, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 9,278 | 237 | 0.02% | 0.02% | 1322 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Howard Capital Management Group, LLC | History | No change | 9,234 | 236 | 0.02% | 0.02% | 1323 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Purkiss Capital Advisors LLC | History | Reduced | 9,179 | 235 | 0.1% | 0.12% | 1324 | -232 | -2.47% | Q1 2026 | May 04, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 9,143 | 234 | 0.04% | 0.04% | 1325 | +110 | 1.22% | Q1 2026 | May 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 9,117 | 233 | 0.02% | 0.02% | 1326 | +104 | 1.15% | Q1 2026 | May 05, 2026 |
| Centennial Advisors, LLC | History | New | 9,055 | 232 | 0.3% | — | 1327 | +9,055 | New | Q1 2026 | Apr 21, 2026 |
| Plan Group Financial, LLC | History | New | 9,031 | 231 | 0.05% | — | 1329 | +9,031 | New | Q1 2026 | Apr 13, 2026 |
| Independent Wealth Network Inc. | History | Added to | 9,025 | 231 | 0.07% | 0.06% | 1328 | +1,205 | 15.41% | Q1 2026 | Apr 20, 2026 |
| Oakworth Capital, Inc. | History | No change | 9,000 | 230 | 0.01% | 0.01% | 1330 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | No change | 8,953 | 229 | 0.03% | 0.04% | 1331 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Ducere Wealth Management LLC | History | Added to | 8,906 | 228 | 0.09% | 0.08% | 1334 | +1,390 | 18.49% | Q1 2026 | May 11, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 8,901 | 228 | 0.05% | 0.06% | 1333 | -418 | -4.49% | Q1 2026 | May 06, 2026 |
| LEE DANNER & BASS INC | History | No change | 8,893 | 228 | 0.01% | 0.02% | 1332 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Brady Martz Wealth Solutions, LLC | History | New | 8,794 | 225 | 0.04% | — | 1337 | +8,794 | New | Q1 2026 | Apr 15, 2026 |
| Elevation Wealth Management LLC | History | Reduced | 8,789 | 225 | 0.21% | 0.27% | 1336 | -1,840 | -17.31% | Q1 2026 | May 11, 2026 |
| MKT Advisors LLC | History | No change | 8,691 | 225 | 0.08% | 0.08% | 1335 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| RW Investment Management LLC | History | New | 8,754 | 224 | 0.02% | — | 1339 | +8,754 | New | Q1 2026 | Apr 28, 2026 |
| Presidio Capital Management, LLC | History | No change | 8,772 | 224 | 0.07% | 0.07% | 1338 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Busey Bank | History | New | 8,721 | 223 | 0.01% | — | 1340 | +8,721 | New | Q1 2026 | Apr 28, 2026 |
| Brookwood Investment Group LLC | History | New | 8,700 | 223 | 0.03% | — | 1341 | +8,700 | New | Q1 2026 | May 04, 2026 |
| Capital Investment Services of America, Inc. | History | No change | 8,670 | 222 | 0.02% | 0.02% | 1342 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 8,634 | 221 | 0.03% | 0.08% | 1343 | -9,065 | -51.22% | Q1 2026 | Apr 23, 2026 |
| Roan Capital Partners | History | New | 8,626 | 221 | 0.2% | — | 1344 | +8,626 | New | Q1 2026 | Apr 15, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 8,604 | 220 | 0.02% | 0.02% | 1345 | +3 | 0.03% | Q1 2026 | May 06, 2026 |
| CAPITAL CITY TRUST CO/FL | History | No change | 8,553 | 219 | 0.05% | 0.05% | 1346 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| AMJ Financial Wealth Management | History | No change | 8,570 | 219 | 0.05% | 0.05% | 1347 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Evercore Wealth Management, LLC | History | No change | 8,523 | 218 | 0.0% | 0.0% | 1348 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LongView Asset Management LLC | History | No change | 8,105 | 218 | 0.15% | 0.15% | 1349 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 8,474 | 217 | 0.15% | 0.16% | 1353 | +23 | 0.27% | Q1 2026 | May 07, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 8,457 | 217 | 0.15% | 0.16% | 1350 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mattern Wealth Management LLC | History | No change | 8,496 | 217 | 0.04% | 0.04% | 1351 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Centennial Wealth Advisory LLC | History | No change | 8,478 | 217 | 0.05% | 0.06% | 1352 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Legacy Bridge, LLC | History | No change | 8,429 | 216 | 0.08% | 0.09% | 1354 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Planning LLC | History | Reduced | 8,389 | 215 | 0.07% | 0.15% | 1355 | -10,900 | -56.51% | Q1 2026 | Apr 29, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 8,390 | 215 | 0.06% | 0.07% | 1356 | -628 | -6.96% | Q1 2026 | Apr 08, 2026 |
| Rare Wolf Capital LLC | History | No change | 8,400 | 215 | 0.14% | 0.14% | 1357 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 8,385 | 214 | 0.03% | 0.03% | 1358 | +6 | 0.07% | Q1 2026 | Apr 15, 2026 |
| Sovereign Financial Group, Inc. | History | New | 8,328 | 213 | 0.04% | — | 1360 | +8,328 | New | Q1 2026 | Apr 17, 2026 |
| UMB Bank, n.a. | History | Added to | 8,340 | 213 | 0.0% | 0.0% | 1359 | +1,440 | 20.87% | Q1 2026 | May 11, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 8,276 | 212 | 0.13% | 0.13% | 1361 | +24 | 0.29% | Q1 2026 | Apr 30, 2026 |
| WP Advisors, LLC | History | Added to | 8,254 | 211 | 0.05% | 0.06% | 1362 | +25 | 0.3% | Q1 2026 | May 04, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 8,215 | 210 | 0.0% | 0.0% | 1363 | -10,259 | -55.53% | Q1 2026 | May 05, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 8,159 | 209 | 0.15% | 0.17% | 1364 | -600 | -6.85% | Q1 2026 | Apr 17, 2026 |
| MSH Capital Advisors LLC | History | Added to | 8,151 | 208 | 0.04% | 0.05% | 1367 | +14 | 0.17% | Q1 2026 | May 08, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 8,125 | 208 | 0.01% | 0.01% | 1366 | +3 | 0.04% | Q1 2026 | May 21, 2026 |
| Prostatis Group LLC | History | No change | 8,113 | 208 | 0.05% | 0.05% | 1365 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SYM FINANCIAL Corp | History | No change | 8,037 | 206 | 0.02% | 0.02% | 1368 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 8,018 | 205 | 0.03% | 0.03% | 1369 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sunbeam Capital Management, LLC | History | New | 7,988 | 204 | 0.12% | — | 1372 | +7,988 | New | Q1 2026 | Apr 16, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 7,982 | 204 | 0.03% | 0.03% | 1370 | +2 | 0.03% | Q1 2026 | May 07, 2026 |
| Austin Private Wealth, LLC | History | No change | 7,584 | 204 | 0.02% | 0.02% | 1371 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 7,924 | 203 | 0.06% | 0.09% | 1374 | -2,123 | -21.13% | Q1 2026 | Apr 20, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 7,924 | 203 | 0.02% | 0.02% | 1373 | +196 | 2.54% | Q1 2026 | May 15, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | Reduced | 7,931 | 203 | 0.16% | 0.17% | 1376 | -192 | -2.36% | Q1 2026 | May 12, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 7,575 | 203 | 0.13% | 0.13% | 1375 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pursuit Wealth Management LLC | History | No change | 7,561 | 203 | 0.17% | 0.17% | 1377 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Reduced | 7,862 | 201 | 0.1% | 0.1% | 1379 | -95 | -1.19% | Q1 2026 | May 08, 2026 |
| Beacon Wealthcare LLC | History | No change | 7,866 | 201 | 0.07% | 0.07% | 1378 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | No change | 7,842 | 201 | 0.14% | 0.14% | 1380 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Reduced | 7,748 | 198 | 0.04% | 0.07% | 1381 | -5,097 | -39.68% | Q1 2026 | Apr 20, 2026 |
| JDM Financial Group LLC | History | Added to | 7,759 | 198 | 0.08% | 0.08% | 1382 | +41 | 0.53% | Q1 2026 | May 20, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 7,681 | 196 | 0.02% | 0.03% | 1383 | -1,460 | -15.97% | Q1 2026 | Apr 29, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 7,555 | 193 | 0.15% | — | 1384 | +7,555 | New | Q1 2026 | Apr 16, 2026 |
| Accent Capital Management, LLC | History | No change | 7,500 | 192 | 0.09% | 0.09% | 1385 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Osbon Capital Management LLC | History | No change | 7,478 | 191 | 0.16% | 0.19% | 1386 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clark Wealth Partners | History | No change | 7,401 | 189 | 0.13% | 0.12% | 1387 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 7,167 | 183 | 0.02% | 0.02% | 1388 | -1,660 | -18.81% | Q1 2026 | Apr 28, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Added to | 7,128 | 182 | 0.18% | 0.18% | 1389 | +582 | 8.89% | Q1 2026 | Apr 22, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 7,050 | 180 | 0.04% | 0.05% | 1390 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 6,976 | 178 | 0.09% | 0.01% | 1391 | +6,420 | 1154.68% | Q1 2026 | Apr 30, 2026 |
| Investors Portfolio Services LLC | History | Reduced | 6,944 | 178 | 0.16% | 0.17% | 1392 | -14 | -0.2% | Q1 2026 | May 14, 2026 |
| PDS Planning, Inc | History | Added to | 6,888 | 176 | 0.01% | 0.01% | 1393 | +1 | 0.01% | Q1 2026 | Apr 21, 2026 |
| Arlington Trust Co LLC | History | No change | 6,489 | 166 | 0.01% | 0.02% | 1394 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| GRANVILLE CAPITAL, INC. | History | No change | 6,300 | 161 | 0.08% | 0.09% | 1395 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NWK Group, Inc. | History | No change | 6,241 | 160 | 0.06% | 0.06% | 1396 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 6,152 | 158 | 0.01% | 0.01% | 1397 | +91 | 1.5% | Q1 2026 | May 01, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 6,078 | 155 | 0.01% | 0.02% | 1398 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Coston, McIsaac & Partners | History | No change | 5,943 | 152 | 0.03% | 0.04% | 1399 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Trust Co | History | Added to | 5,818 | 149 | 0.01% | 0.01% | 1400 | +1,172 | 25.23% | Q1 2026 | Apr 13, 2026 |
| SHP Wealth Management | History | Added to | 5,785 | 148 | 0.01% | 0.01% | 1401 | +202 | 3.62% | Q1 2026 | May 08, 2026 |
| Operose Advisors LLC | History | No change | 5,740 | 147 | 0.03% | 0.04% | 1402 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Crews Bank & Trust | History | Added to | 5,712 | 146 | 0.02% | 0.01% | 1403 | +2,713 | 90.46% | Q1 2026 | May 13, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 5,669 | 145 | 0.12% | 0.13% | 1404 | -30 | -0.53% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | No change | 5,612 | 143 | 0.03% | 0.04% | 1405 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Planning Project LLC | History | No change | 4,991 | 134 | 0.03% | 0.03% | 1406 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Heritage Wealth Advisors | History | No change | 5,139 | 131 | 0.01% | 0.01% | 1407 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 5,025 | 128 | 0.05% | 0.06% | 1408 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| True Link Financial Advisors, LLC | History | New | 4,924 | 126 | 0.01% | — | 1409 | +4,924 | New | Q1 2026 | Apr 29, 2026 |
| Olistico Wealth, LLC | History | No change | 4,905 | 125 | 0.06% | 0.06% | 1410 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 4,829 | 123 | 0.0% | 0.0% | 1411 | -1,616 | -25.07% | Q1 2026 | May 07, 2026 |
| Stephens Consulting, LLC | History | No change | 4,424 | 119 | 0.04% | 0.04% | 1412 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| JPL Wealth Management, LLC | History | New | 4,623 | 118 | 0.03% | — | 1413 | +4,623 | New | Q1 2026 | May 08, 2026 |
| Beacon Capital Management, Inc. | History | New | 4,596 | 117 | 0.01% | — | 1414 | +4,596 | New | Q1 2026 | May 08, 2026 |
| Community Bank, N.A. | History | No change | 4,515 | 115 | 0.01% | 0.01% | 1415 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sound Income Strategies, LLC | History | Added to | 4,411 | 113 | 0.01% | 0.01% | 1416 | +1 | 0.02% | Q1 2026 | Apr 27, 2026 |
| Activest Wealth Management | History | Added to | 4,353 | 111 | 0.02% | 0.02% | 1417 | +7 | 0.16% | Q1 2026 | Apr 15, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 4,328 | 110 | 0.01% | 0.01% | 1418 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| North Star Investment Management Corp. | History | Added to | 4,034 | 103 | 0.01% | 0.01% | 1419 | +12 | 0.3% | Q1 2026 | Apr 23, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 4,034 | 103 | 0.01% | 0.01% | 1420 | +12 | 0.3% | Q1 2026 | May 15, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 3,785 | 97 | 0.06% | 0.07% | 1421 | -457 | -10.77% | Q1 2026 | May 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 3,615 | 92 | 0.01% | 0.01% | 1422 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 3,129 | 89 | 0.01% | 0.01% | 1424 | +49 | 1.59% | Q1 2026 | May 06, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 3,494 | 89 | 0.03% | 0.04% | 1423 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Rice Partnership, LLC | History | No change | 3,453 | 88 | 0.01% | 0.01% | 1425 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Trask Adam Roland | History | New | 3,397 | 87 | 0.08% | — | 1426 | +3,397 | New | Q1 2026 | May 15, 2026 |
| HM PAYSON & CO | History | Reduced | 3,312 | 84 | 0.0% | 0.0% | 1427 | -54 | -1.6% | Q1 2026 | Apr 13, 2026 |
| High Note Wealth, LLC | History | No change | 3,312 | 84 | 0.02% | 0.02% | 1428 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| First Pacific Financial | History | Added to | 3,185 | 81 | 0.01% | 0.01% | 1429 | +288 | 9.94% | Q1 2026 | Apr 23, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 3,117 | 79 | 0.02% | 0.63% | 1430 | -57,656 | -94.87% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 3,117 | 79 | 0.02% | 0.03% | 1431 | -124 | -3.83% | Q1 2026 | May 13, 2026 |
| McIlrath & Eck, LLC | History | Added to | 3,028 | 77 | 0.01% | 0.01% | 1432 | +7 | 0.23% | Q1 2026 | May 19, 2026 |
| CGC Financial Services, LLC | History | No change | 3,000 | 76 | 0.02% | 0.02% | 1433 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 2,943 | 75 | 0.01% | 0.01% | 1434 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| American Capital Advisory, LLC | History | Added to | 2,763 | 70 | 0.03% | 0.03% | 1436 | +8 | 0.29% | Q1 2026 | Apr 29, 2026 |
| Caitlin John, LLC | History | No change | 2,739 | 70 | 0.04% | 0.05% | 1435 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 2,714 | 69 | 0.05% | — | 1438 | +2,714 | New | Q1 2026 | Apr 21, 2026 |
| Avion Wealth | History | No change | 2,728 | 69 | 0.01% | 0.02% | 1437 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| RMG Wealth Management LLC | History | Reduced | 2,367 | 68 | 0.01% | 0.73% | 1440 | -194,407 | -98.8% | Q1 2026 | May 14, 2026 |
| Essential Partners LLC | History | Added to | 2,669 | 68 | 0.02% | 0.02% | 1441 | +1 | 0.04% | Q1 2026 | May 21, 2026 |
| Citizens National Bank Trust Department | History | No change | 2,688 | 68 | 0.01% | 0.01% | 1439 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 2,577 | 66 | 0.04% | 0.04% | 1442 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 2,557 | 65 | 0.01% | 0.01% | 1444 | -108 | -4.05% | Q1 2026 | May 08, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2,552 | 65 | 0.01% | 0.01% | 1443 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HOEY INVESTMENTS, INC | History | Added to | 2,435 | 62 | 0.01% | 0.01% | 1445 | +45 | 1.88% | Q1 2026 | Apr 28, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 2,423 | 62 | 0.03% | 0.04% | 1446 | +5 | 0.21% | Q1 2026 | May 05, 2026 |
| Balentine LLC | History | No change | 2,349 | 60 | 0.0% | 0.0% | 1447 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 2,343 | 60 | 0.01% | 0.02% | 1448 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 2,174 | 55 | 0.03% | 0.03% | 1449 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SOA Wealth Advisors, LLC. | History | New | 2,123 | 54 | 0.01% | — | 1453 | +2,123 | New | Q1 2026 | May 20, 2026 |
| Key Capital Management, INC | History | Added to | 2,119 | 54 | 0.04% | 0.05% | 1452 | +247 | 13.19% | Q1 2026 | May 07, 2026 |
| Financial Perspectives, Inc | History | Added to | 2,136 | 54 | 0.02% | 0.02% | 1451 | +6 | 0.28% | Q1 2026 | May 11, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 2,138 | 54 | 0.02% | 0.02% | 1450 | +5 | 0.23% | Q1 2026 | Apr 23, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 2,100 | 53 | 0.01% | 0.01% | 1454 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Triumph Capital Management | History | Reduced | 2,033 | 52 | 0.01% | 0.02% | 1456 | -1,485 | -42.21% | Q1 2026 | May 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 2,025 | 52 | 0.0% | 0.0% | 1455 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TSFG, LLC | History | No change | 2,025 | 52 | 0.01% | 0.01% | 1457 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 1,948 | 50 | 0.01% | 0.01% | 1458 | +13 | 0.67% | Q1 2026 | Apr 16, 2026 |
| Glassman Wealth Services | History | Reduced | 1,884 | 48 | 0.01% | 0.01% | 1459 | -1,818 | -49.11% | Q1 2026 | May 04, 2026 |
| Davis Capital Management | History | Reduced | 1,909 | 48 | 0.03% | 0.04% | 1460 | -417 | -17.93% | Q1 2026 | Apr 16, 2026 |
| City State Bank | History | No change | 1,878 | 48 | 0.01% | 0.01% | 1461 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Lodestone Wealth Management LLC | History | No change | 1,872 | 47 | 0.02% | 0.02% | 1462 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TopTier Wealth Management, LLC | History | New | 1,758 | 45 | 0.03% | — | 1465 | +1,758 | New | Q1 2026 | May 05, 2026 |
| BOKF, NA | History | No change | 1,764 | 45 | 0.0% | 0.0% | 1463 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PFS Partners, LLC | History | No change | 1,785 | 45 | 0.02% | 0.02% | 1464 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 1,805 | 44 | 0.0% | — | 1469 | +1,805 | New | Q1 2026 | May 12, 2026 |
| Evergreen Advisors, LLC | History | New | 1,753 | 44 | 0.01% | — | 1468 | +1,753 | New | Q1 2026 | May 05, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 1,749 | 44 | 0.0% | 0.0% | 1466 | -352 | -16.75% | Q1 2026 | May 15, 2026 |
| HighMark Wealth Management LLC | History | Added to | 1,745 | 44 | 0.02% | 0.02% | 1467 | +6 | 0.35% | Q1 2026 | May 05, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 1,704 | 43 | 0.02% | 0.01% | 1471 | +858 | 101.42% | Q1 2026 | Apr 30, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 1,693 | 43 | 0.0% | 0.0% | 1470 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Magnolia Wealth Management, LLC | History | New | 1,623 | 41 | 0.02% | — | 1472 | +1,623 | New | Q1 2026 | May 06, 2026 |
| Ransom Advisory, Ltd | History | No change | 1,500 | 40 | 0.02% | 0.02% | 1473 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Providence Capital Advisors, LLC | History | No change | 1,560 | 39 | 0.01% | 0.01% | 1474 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arkos Global Advisors | History | New | 1,428 | 37 | 0.0% | — | 1478 | +1,428 | New | Q1 2026 | May 13, 2026 |
| Acumen Wealth Advisors, LLC | History | Reduced | 1,458 | 37 | 0.01% | 0.01% | 1476 | -7 | -0.48% | Q1 2026 | May 13, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 1,444 | 37 | 0.0% | 0.0% | 1475 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| GAMMA Investing LLC | History | No change | 1,481 | 37 | 0.0% | 0.0% | 1477 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 1,406 | 36 | 0.01% | 0.01% | 1479 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 1,337 | 34 | 0.02% | 0.0% | 1481 | +1,118 | 510.5% | Q1 2026 | May 01, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,327 | 34 | 0.0% | 0.0% | 1480 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 1,319 | 33 | 0.01% | 0.01% | 1482 | +4 | 0.3% | Q1 2026 | Apr 22, 2026 |
| Bulwark Capital Corp | History | No change | 1,306 | 33 | 0.02% | 0.02% | 1483 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,280 | 32 | 0.0% | 0.0% | 1484 | +4 | 0.31% | Q1 2026 | Apr 06, 2026 |
| Tidemark, LLC | History | No change | 1,275 | 32 | 0.01% | 0.01% | 1485 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 1,287 | 32 | 0.01% | 0.01% | 1486 | 0 | 0.0% | Q1 2026 | Jun 24, 2026 |
| Orion Capital Management LLC | History | No change | 1,214 | 31 | 0.01% | 0.01% | 1487 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,168 | 31 | 0.01% | 0.01% | 1488 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Leo H. Evart, Inc. | History | New | 1,184 | 30 | 0.03% | — | 1490 | +1,184 | New | Q1 2026 | May 13, 2026 |
| True Wealth Design, LLC | History | New | 1,172 | 30 | 0.01% | — | 1491 | +1,172 | New | Q1 2026 | Apr 13, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 1,127 | 30 | 0.01% | 0.01% | 1489 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SIMA Wealth Partners, LLC | History | Added to | 1,135 | 29 | 0.02% | 0.02% | 1492 | +4 | 0.35% | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, LLC | History | New | 1,118 | 28 | 0.01% | — | 1495 | +1,118 | New | Q1 2026 | May 14, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Reduced | 1,125 | 28 | 0.0% | 0.0% | 1493 | -225 | -16.67% | Q1 2026 | May 11, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 1,093 | 28 | 0.0% | 0.0% | 1494 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Archer Investment Corp | History | Added to | 1,050 | 26 | 0.01% | 0.01% | 1496 | +3 | 0.29% | Q1 2026 | May 04, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 1,050 | 26 | 0.01% | 0.01% | 1497 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Align Financial, LLC | History | Reduced | 1,005 | 25 | 0.01% | 0.01% | 1501 | -23,461 | -95.89% | Q1 2026 | May 08, 2026 |
| Team Financial Group, LLC | History | Added to | 999 | 25 | 0.01% | 0.01% | 1499 | +3 | 0.3% | Q1 2026 | May 01, 2026 |
| Key FInancial Inc | History | No change | 992 | 25 | 0.0% | 0.0% | 1498 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| New Republic Capital, LLC | History | No change | 978 | 25 | 0.01% | 0.01% | 1500 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TRUST CO OF VERMONT | History | No change | 894 | 24 | 0.0% | 0.0% | 1502 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 900 | 23 | 0.0% | 0.0% | 1504 | +600 | 200.0% | Q1 2026 | May 12, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 902 | 23 | 0.0% | 0.0% | 1503 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 900 | 23 | 0.0% | 0.0% | 1505 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 888 | 22 | 0.01% | — | 1508 | +888 | New | Q1 2026 | May 08, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 894 | 22 | 0.0% | 0.0% | 1506 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Private Wealth Management Group, LLC | History | No change | 886 | 22 | 0.01% | 0.01% | 1507 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 819 | 20 | 0.0% | 0.0% | 1510 | +219 | 36.5% | Q1 2026 | May 15, 2026 |
| High Point Wealth Management, LLC | History | Added to | 786 | 20 | 0.02% | 0.02% | 1511 | +2 | 0.26% | Q1 2026 | Apr 08, 2026 |
| POM Investment Strategies, LLC | History | No change | 810 | 20 | 0.02% | 0.01% | 1509 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Noble Wealth Management PBC | History | Reduced | 767 | 19 | 0.01% | 0.01% | 1513 | -100 | -11.53% | Q1 2026 | Apr 02, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 773 | 19 | 0.02% | 0.02% | 1512 | -26 | -3.25% | Q1 2026 | May 06, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 688 | 17 | 0.01% | 0.02% | 1514 | -138 | -16.71% | Q1 2026 | Apr 30, 2026 |
| COUNTRY TRUST BANK | History | New | 633 | 16 | 0.0% | — | 1517 | +633 | New | Q1 2026 | Apr 10, 2026 |
| Networth Advisors, LLC | History | Reduced | 660 | 16 | 0.01% | 0.01% | 1516 | -56 | -7.82% | Q1 2026 | Apr 22, 2026 |
| Topsail Wealth Management, LLC | History | No change | 630 | 16 | 0.0% | 0.0% | 1515 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Destiny Wealth Partners, LLC | History | New | 617 | 15 | 0.0% | — | 1522 | +617 | New | Q1 2026 | May 11, 2026 |
| PlanVest Financial, Inc | History | New | 600 | 15 | 0.01% | — | 1523 | +600 | New | Q1 2026 | May 14, 2026 |
| Kozak & Associates, Inc. | History | New | 579 | 15 | 0.0% | — | 1521 | +579 | New | Q1 2026 | Apr 14, 2026 |
| Horrell Capital Management, Inc. | History | No change | 606 | 15 | 0.01% | 0.01% | 1518 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 595 | 15 | 0.0% | 0.0% | 1519 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 600 | 15 | 0.01% | 0.01% | 1520 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 579 | 14 | 0.01% | — | 1526 | +579 | New | Q1 2026 | May 07, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 582 | 14 | 0.01% | 0.01% | 1524 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 578 | 14 | 0.01% | 0.01% | 1525 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 490 | 13 | 0.0% | 0.0% | 1527 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MASECO LLP | History | No change | 514 | 13 | 0.0% | 0.0% | 1528 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Robbins Farley | History | Reduced | 503 | 12 | 0.01% | 0.05% | 1532 | -3,235 | -86.54% | Q1 2026 | Apr 17, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 480 | 12 | 0.0% | 0.0% | 1529 | -343 | -41.68% | Q1 2026 | May 04, 2026 |
| CFG Wealth Management Services, Inc. | History | Added to | 497 | 12 | 0.01% | 0.01% | 1533 | +2 | 0.4% | Q1 2026 | May 07, 2026 |
| Main Management LLC | History | No change | 456 | 12 | 0.0% | 0.0% | 1530 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 438 | 12 | 0.01% | 0.01% | 1531 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 400 | 11 | 0.01% | 0.03% | 1537 | -396 | -49.75% | Q1 2026 | Jul 01, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 460 | 11 | 0.0% | 0.01% | 1534 | +1 | 0.22% | Q1 2026 | May 05, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 417 | 11 | 0.0% | 0.0% | 1535 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 441 | 11 | 0.01% | 0.01% | 1536 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 441 | 11 | 0.01% | 0.01% | 1538 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wall Street Financial Group, Inc. | History | New | 418 | 10 | 0.01% | — | 1539 | +418 | New | Q1 2026 | May 05, 2026 |
| Robinswood Financial LLC | History | New | 387 | 9 | 0.0% | — | 1541 | +387 | New | Q1 2026 | Jul 13, 2026 |
| Kilter Group LLC | History | Reduced | 368 | 9 | 0.0% | 0.0% | 1540 | -2 | -0.54% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 324 | 8 | 0.0% | 0.0% | 1542 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DB Fitzpatrick & Co, Inc | History | Added to | 290 | 7 | 0.01% | 0.01% | 1544 | +55 | 23.4% | Q1 2026 | Apr 27, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 281 | 7 | 0.0% | 0.0% | 1543 | +1 | 0.36% | Q1 2026 | May 13, 2026 |
| ATMOS ADVISORY, LLC | History | Added to | 296 | 7 | 0.0% | 0.0% | 1545 | +1 | 0.34% | Q1 2026 | Apr 06, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 237 | 6 | 0.0% | 0.0% | 1546 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| MTM Investment Management, LLC | History | No change | 240 | 6 | 0.0% | 0.0% | 1547 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 226 | 5 | 0.0% | 0.05% | 1548 | -5,982 | -96.36% | Q1 2026 | May 11, 2026 |
| Solstein Capital, LLC | History | No change | 204 | 5 | 0.0% | 0.0% | 1549 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 225 | 5 | 0.0% | 0.0% | 1550 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| RHL GROUP, LLC | History | Reduced | 157 | 4 | 0.0% | 1.56% | 1555 | -71,856 | -99.78% | Q1 2026 | May 13, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 161 | 4 | 0.0% | — | 1553 | +124 | 335.14% | Q1 2026 | Apr 21, 2026 |
| Cheviot Value Management, LLC | History | Added to | 193 | 4 | 0.0% | 0.0% | 1552 | +1 | 0.52% | Q1 2026 | May 12, 2026 |
| Graney & King, LLC | History | Added to | 161 | 4 | 0.0% | 0.0% | 1554 | +1 | 0.63% | Q1 2026 | May 18, 2026 |
| BESSEMER GROUP INC | History | No change | 160 | 4 | 0.0% | 0.0% | 1551 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 118 | 3 | 0.0% | — | 1561 | +118 | New | Q1 2026 | Apr 20, 2026 |
| NFSG Corp | History | Added to | 126 | 3 | 0.0% | 0.0% | 1559 | +1 | 0.8% | Q1 2026 | May 05, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 117 | 3 | 0.0% | 0.0% | 1556 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FIRST HORIZON CORP | History | No change | 150 | 3 | 0.0% | 0.0% | 1557 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Founders Financial Alliance, LLC | History | No change | 144 | 3 | 0.0% | 0.0% | 1558 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Seneschal Advisors, LLC | History | No change | 139 | 3 | 0.0% | 0.0% | 1560 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 90 | 2 | 0.0% | — | 1563 | +90 | New | Q1 2026 | May 14, 2026 |
| VIRTUS ADVISERS, LLC | History | Reduced | 108 | 2 | 0.0% | 0.0% | 1562 | -61 | -36.09% | Q1 2026 | May 14, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 75 | 1 | 0.0% | — | 1565 | +75 | New | Q1 2026 | May 15, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 61 | 1 | 0.0% | 0.0% | 1564 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.14% | — | -261,189 | -100.0% | Q1 2026 | Apr 23, 2026 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -222,605 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -152,147 | -100.0% | Q1 2026 | May 01, 2026 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -138,362 | -100.0% | Q1 2026 | May 12, 2026 |
| Authentikos Wealth Advisory, LLC | History | Closed out | 0 | 0 | — | 2.36% | — | -132,790 | -100.0% | Q1 2026 | May 07, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.01% | — | -123,284 | -100.0% | Q1 2026 | May 12, 2026 |
| Maridea Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -89,053 | -100.0% | Q1 2026 | Apr 21, 2026 |
| WIN ADVISORS, INC | History | Closed out | 0 | 0 | — | 0.75% | — | -65,546 | -100.0% | Q1 2026 | May 01, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -61,974 | -100.0% | Q1 2026 | May 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -51,526 | -100.0% | Q1 2026 | Apr 27, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.78% | — | -45,378 | -100.0% | Q1 2026 | Apr 16, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.68% | — | -42,787 | -100.0% | Q1 2026 | May 13, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Closed out | 0 | 0 | — | 0.56% | — | -29,221 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Catalyst Investment Management LLC | History | Closed out | 0 | 0 | — | 0.74% | — | -29,218 | -100.0% | Q1 2026 | Apr 23, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -26,564 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Kure Advisory, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -21,746 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Nolet Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -20,860 | -100.0% | Q1 2026 | May 05, 2026 |
| Golden Reserve Retirement LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -19,283 | -100.0% | Q1 2026 | Apr 20, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -18,271 | -100.0% | Q1 2026 | May 12, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,400 | -100.0% | Q1 2026 | May 15, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -16,801 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -15,999 | -100.0% | Q1 2026 | May 15, 2026 |
| Strategic Investment Advisors / MI | History | Closed out | 0 | 0 | — | 0.04% | — | -15,690 | -100.0% | Q1 2026 | May 18, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,200 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,406 | -100.0% | Q1 2026 | May 15, 2026 |
| Integrity Advisory Solutions, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -12,378 | -100.0% | Q1 2026 | May 11, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -11,955 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Secure Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -11,952 | -100.0% | Q1 2026 | Apr 09, 2026 |
| DAVIS R M INC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,851 | -100.0% | Q1 2026 | May 13, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -10,942 | -100.0% | Q1 2026 | May 13, 2026 |
| Seven Springs Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -10,542 | -100.0% | Q1 2026 | May 14, 2026 |
| Intelligence Driven Advisers, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,420 | -100.0% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,395 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Austin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,314 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Fairvoy Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -9,999 | -100.0% | Q1 2026 | Apr 20, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -9,955 | -100.0% | Q1 2026 | Apr 22, 2026 |
| OPAL CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -9,928 | -100.0% | Q1 2026 | May 15, 2026 |
| Advisor OS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,650 | -100.0% | Q1 2026 | May 07, 2026 |
| COURIER CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,600 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -9,585 | -100.0% | Q1 2026 | May 01, 2026 |
| AA Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -9,397 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Darrow Company, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -9,320 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Ellevest, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -9,155 | -100.0% | Q1 2026 | May 11, 2026 |
| Basepoint Wealth LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -9,048 | -100.0% | Q1 2026 | May 07, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.02% | — | -8,350 | -100.0% | Q1 2026 | Apr 24, 2026 |
| LAWOOD & CO | History | Closed out | 0 | 0 | — | 0.2% | — | -7,800 | -100.0% | Q1 2026 | Apr 14, 2026 |
| CHAPIN DAVIS, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -7,783 | -100.0% | Q1 2026 | Apr 21, 2026 |
| PARTHENON LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,758 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -7,742 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Capital, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -7,737 | -100.0% | Q1 2026 | May 12, 2026 |
| Cypress Capital Group | History | Closed out | 0 | 0 | — | 0.02% | — | -7,735 | -100.0% | Q1 2026 | May 15, 2026 |
| Global Strategic Investment Solutions, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,730 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Factor Wealth Management LTD | History | Closed out | 0 | 0 | — | 0.04% | — | -7,724 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Choate Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -7,702 | -100.0% | Q1 2026 | May 13, 2026 |
| Wernau Asset Management Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -7,692 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Strategic Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,691 | -100.0% | Q1 2026 | May 08, 2026 |
| UNIVEST FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -7,683 | -100.0% | Q1 2026 | May 01, 2026 |
| Rock Point Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,647 | -100.0% | Q1 2026 | May 14, 2026 |
| Lesa Sroufe & Co | History | Closed out | 0 | 0 | — | 0.15% | — | -7,509 | -100.0% | Q1 2026 | Apr 27, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,502 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Sandy Cove Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,500 | -100.0% | Q1 2026 | May 05, 2026 |
| Jacksonville Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -7,473 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,281 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,472 | -100.0% | Q1 2026 | May 12, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,191 | -100.0% | Q1 2026 | May 15, 2026 |
| Alexis Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,506 | -100.0% | Q1 2026 | Apr 24, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -2,721 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,403 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -1,680 | -100.0% | Q1 2026 | May 01, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,062 | -100.0% | Q1 2026 | May 04, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,000 | -100.0% | Q1 2026 | Apr 24, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -913 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -238 | -100.0% | Q1 2026 | May 14, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -169 | -100.0% | Q1 2026 | May 08, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q1 2026 | May 14, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -133 | -100.0% | Q1 2026 | Apr 28, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q1 2026 | Apr 23, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q1 2026 | May 14, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q1 2026 | May 08, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q1 2026 | May 07, 2026 |
| Redwood Park Advisors LLC | History | Added to | 28 | 0 | — | — | — | +18 | 180.0% | Q1 2026 | May 04, 2026 |
| Private Wealth Asset Management, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 06, 2026 |
| Friedenthal Financial | History | Added to | 21 | 0 | — | — | — | +7 | 50.0% | Q1 2026 | Apr 20, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SITTNER & NELSON, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HFM Investment Advisors, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |