SPDR SERIES TRUST - SDY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 7,319,410 | 1,068,194 | 0.08% | 0.07% | 1 | +36,785 | 0.51% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 4,849,841 | 707,786 | 0.04% | 0.04% | 2 | +9,145 | 0.19% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 3,059,540 | 446,509 | 0.14% | 0.13% | 3 | -31,099 | -1.01% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 2,998,124 | 437,546 | 0.12% | 0.12% | 4 | -30,870 | -1.02% | Q1 2026 | May 06, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 2,847,021 | 415,494 | 13.77% | 12.81% | 5 | +58,593 | 2.1% | Q1 2026 | Apr 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,199,849 | 321,045 | 0.06% | 0.05% | 6 | +123,244 | 5.93% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,021,684 | 295,044 | 0.05% | 0.05% | 7 | -122,214 | -5.7% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 1,674,106 | 244,319 | 0.04% | 0.04% | 8 | -39,506 | -2.31% | Q1 2026 | May 05, 2026 |
| McCarthy & Cox | History | No change | 1,652 | 229,892 | 2.79% | 2.79% | 9 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,399,408 | 202,214 | 0.01% | 0.01% | 10 | -25,286 | -1.77% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,332,742 | 196,790 | 0.05% | 0.05% | 11 | -202,576 | -13.19% | Q1 2026 | May 15, 2026 |
| Richard Bernstein Advisors LLC | History | Added to | 1,139,462 | 166,296 | 4.82% | 4.17% | 12 | +120,778 | 11.86% | Q1 2026 | Apr 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,103,411 | 161,031 | 0.04% | 0.04% | 13 | +23,888 | 2.21% | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | Added to | 992,290 | 144,814 | 0.82% | 0.63% | 14 | +200,540 | 25.33% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 930,325 | 135,771 | 0.02% | 0.02% | 15 | -24,271 | -2.54% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 894,629 | 130,562 | 0.18% | 0.17% | 16 | -37,824 | -4.06% | Q1 2026 | Apr 27, 2026 |
| Pathstone Holdings, LLC | History | Added to | 782,740 | 114,232 | 0.45% | 0.41% | 17 | +11,243 | 1.46% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 742,602 | 108,375 | 0.12% | 0.12% | 18 | -57,283 | -7.16% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 709,668 | 103,569 | 0.14% | 0.14% | 19 | -28,043 | -3.8% | Q1 2026 | Apr 27, 2026 |
| Destination Wealth Management | History | Reduced | 629,425 | 91,858 | 2.39% | 2.38% | 20 | -24,323 | -3.72% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 572,599 | 83,565 | 0.21% | 0.19% | 21 | -32,571 | -5.38% | Q1 2026 | Apr 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 514,315 | 75,076 | 0.11% | 0.1% | 22 | +37,435 | 7.85% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 495,043 | 72,246 | 1.06% | 1.07% | 23 | -7,525 | -1.5% | Q1 2026 | Apr 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 486,196 | 70,255 | 0.03% | 0.04% | 24 | +29,084 | 6.36% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 479,126 | 69,923 | 0.07% | 0.07% | 25 | -2,754 | -0.57% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 465,864 | 67,987 | 0.06% | 0.06% | 26 | -12,124 | -2.54% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 460,743 | 67,240 | 0.04% | 0.04% | 27 | -22,827 | -4.72% | Q1 2026 | May 08, 2026 |
| 1ST SOURCE BANK | History | Reduced | 450,028 | 65,677 | 3.39% | 3.54% | 28 | -35,430 | -7.3% | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Reduced | 439,196 | 64,096 | 0.04% | 0.04% | 29 | -2,965 | -0.67% | Q1 2026 | May 12, 2026 |
| Elk River Wealth Management LLC | History | Added to | 422,523 | 61,662 | 10.24% | 9.4% | 30 | +799 | 0.19% | Q1 2026 | Apr 17, 2026 |
| J.Safra Asset Management Corp | History | Added to | 368,501 | 53,779 | 2.9% | 2.58% | 31 | +14,638 | 4.14% | Q1 2026 | May 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 351,909 | 51,357 | 0.14% | 0.14% | 32 | -54,812 | -13.48% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 328,838 | 47,990 | 0.01% | 0.01% | 33 | -2,808 | -0.85% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 304,381 | 44,421 | 0.05% | 0.04% | 34 | +85,243 | 38.9% | Q1 2026 | May 13, 2026 |
| Legacy Financial Group LLC | History | Reduced | 291,421 | 42,530 | 5.35% | 5.5% | 35 | -113 | -0.04% | Q1 2026 | May 04, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 280,481 | 40,933 | 0.31% | 0.3% | 36 | -3,680 | -1.3% | Q1 2026 | May 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 280,240 | 40,898 | 0.37% | 0.48% | 37 | +4,963 | 1.8% | Q1 2026 | May 06, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 278,651 | 40,666 | 7.31% | 7.04% | 38 | -1,174 | -0.42% | Q1 2026 | Apr 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 267,702 | 39,068 | 0.07% | 0.06% | 39 | +9,388 | 3.63% | Q1 2026 | May 14, 2026 |
| Wolff Financial Management LLC | History | Added to | 259,984 | 37,942 | 8.38% | 7.95% | 40 | +5,809 | 2.29% | Q1 2026 | Apr 15, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 256,908 | 37,493 | 1.67% | 1.62% | 41 | -21,195 | -7.62% | Q1 2026 | May 11, 2026 |
| Baird Financial Group, Inc. | History | Added to | 255,207 | 37,244 | 0.06% | 0.05% | 42 | +10,553 | 4.31% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 253,134 | 36,942 | 0.14% | 0.13% | 43 | +33,431 | 15.22% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 223,643 | 32,678 | 0.07% | 0.07% | 44 | -148,758 | -39.95% | Q1 2026 | Apr 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 216,208 | 31,553 | 0.16% | 0.17% | 45 | -3,892 | -1.77% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 209,957 | 30,641 | 0.08% | 0.09% | 46 | -23,869 | -10.21% | Q1 2026 | Apr 30, 2026 |
| Lanham O'Dell & Company, Inc. | History | No change | 217,246 | 30,231 | 8.7% | 8.7% | 47 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 197,469 | 28,818 | 3.58% | 3.45% | 48 | -1,061 | -0.53% | Q1 2026 | May 04, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 195,067 | 28,469 | 0.28% | 0.3% | 49 | +1,114 | 0.57% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 189,471 | 27,651 | 0.0% | 0.02% | 50 | -1,085,704 | -85.14% | Q1 2026 | May 15, 2026 |
| Klingman & Associates, LLC | History | Reduced | 189,356 | 27,634 | 1.32% | 1.29% | 51 | -2,509 | -1.31% | Q1 2026 | May 14, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 182,040 | 26,566 | 2.76% | 2.69% | 52 | +91 | 0.05% | Q1 2026 | Apr 08, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 178,029 | 25,981 | 2.93% | 2.81% | 53 | -4,401 | -2.41% | Q1 2026 | May 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 176,671 | 25,801 | 0.16% | 0.15% | 54 | -7,776 | -4.22% | Q1 2026 | May 15, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Reduced | 175,514 | 25,614 | 8.55% | 8.06% | 55 | -366 | -0.21% | Q1 2026 | May 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 172,271 | 25,141 | 0.14% | 0.14% | 56 | +3,029 | 1.79% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 159,419 | 23,265 | 0.01% | 0.01% | 57 | -32,796 | -17.06% | Q1 2026 | May 13, 2026 |
| Regent Peak Wealth Advisors LLC | History | Added to | 152,147 | 22,204 | 4.53% | 2.63% | 58 | +56,223 | 58.61% | Q1 2026 | Apr 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 150,882 | 22,019 | 0.19% | 0.18% | 59 | -27,963 | -15.64% | Q1 2026 | May 13, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 150,559 | 21,972 | 0.09% | 0.08% | 60 | -721 | -0.48% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 145,619 | 21,251 | 0.04% | 0.04% | 61 | +9,653 | 7.1% | Q1 2026 | May 14, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 145,591 | 21,248 | 2.41% | 2.29% | 62 | -50 | -0.03% | Q1 2026 | Apr 16, 2026 |
| Equitable Holdings, Inc. | History | Added to | 144,431 | 20,109 | 0.13% | 0.13% | 63 | +10,411 | 7.77% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 130,628 | 19,063 | 0.03% | 0.02% | 64 | +20,095 | 18.18% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 127,412 | 18,594 | 0.0% | 0.0% | 65 | +9,367 | 7.94% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 126,135 | 18,324 | 0.02% | 0.02% | 66 | -6,022 | -4.56% | Q1 2026 | May 14, 2026 |
| TigerOak Management, L.L.C. | History | Reduced | 124,028 | 18,100 | 5.7% | 5.28% | 67 | -344 | -0.28% | Q1 2026 | Apr 21, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 122,734 | 17,911 | 0.77% | 0.16% | 68 | +94,918 | 341.24% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 115,078 | 16,794 | 0.03% | 0.0% | 69 | +108,140 | 1558.66% | Q1 2026 | May 01, 2026 |
| Private Advisor Group, LLC | History | Reduced | 113,505 | 16,564 | 0.08% | 0.07% | 70 | -872 | -0.76% | Q1 2026 | Apr 24, 2026 |
| Midwest Trust Co | History | Reduced | 111,237 | 16,233 | 0.2% | 0.2% | 71 | -2,296 | -2.02% | Q1 2026 | May 01, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 110,265 | 16,091 | 0.26% | 0.26% | 72 | +19,690 | 21.74% | Q1 2026 | Apr 21, 2026 |
| COMERICA BANK | History | No change | 114,551 | 15,941 | 0.06% | 0.06% | 73 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UMB Bank, n.a. | History | Reduced | 109,023 | 15,910 | 0.22% | 0.21% | 74 | -2,394 | -2.15% | Q1 2026 | May 11, 2026 |
| BOKF, NA | History | Added to | 107,806 | 15,733 | 0.24% | 0.22% | 75 | +5,727 | 5.61% | Q1 2026 | May 08, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 106,752 | 15,579 | 0.41% | 0.39% | 76 | -2,126 | -1.95% | Q1 2026 | May 01, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 106,049 | 15,476 | 6.17% | 5.85% | 77 | +1,612 | 1.54% | Q1 2026 | Apr 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 100,874 | 14,721 | 0.01% | 0.01% | 78 | -50,039 | -33.16% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 99,605 | 14,538 | 0.02% | 0.02% | 79 | +5,815 | 6.2% | Q1 2026 | May 15, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 97,411 | 14,216 | 0.63% | 0.61% | 80 | -790 | -0.8% | Q1 2026 | May 05, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 96,139 | 14,030 | 7.63% | 7.32% | 81 | +255 | 0.27% | Q1 2026 | Apr 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 95,803 | 13,981 | 0.01% | 0.01% | 82 | -2,254 | -2.3% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 94,797 | 13,834 | 0.07% | 0.07% | 83 | +3,206 | 3.5% | Q1 2026 | May 05, 2026 |
| CRA Financial Services, LLC | History | Reduced | 93,591 | 13,658 | 1.77% | 1.81% | 84 | -5,593 | -5.64% | Q1 2026 | Apr 09, 2026 |
| US BANCORP \DE\ | History | Reduced | 92,725 | 13,536 | 0.02% | 0.02% | 85 | -1,194 | -1.27% | Q1 2026 | May 14, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 92,702 | 13,528 | 0.45% | 0.41% | 86 | +51 | 0.06% | Q1 2026 | May 15, 2026 |
| MSH Capital Advisors LLC | History | Added to | 91,692 | 13,381 | 2.83% | 2.5% | 87 | +7,730 | 9.21% | Q1 2026 | May 08, 2026 |
| Fund Evaluation Group, LLC | History | New | 89,489 | 13,060 | 0.4% | — | 88 | +89,489 | New | Q1 2026 | May 08, 2026 |
| HB Wealth Management, LLC | History | Reduced | 89,123 | 13,006 | 0.08% | 0.08% | 89 | -170 | -0.19% | Q1 2026 | Apr 27, 2026 |
| &PARTNERS | History | Reduced | 87,484 | 12,764 | 0.06% | 0.08% | 90 | -21,503 | -19.73% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 87,295 | 12,691 | 0.04% | 0.03% | 91 | +51,053 | 140.87% | Q1 2026 | May 12, 2026 |
| Savant Capital, LLC | History | Added to | 86,766 | 12,662 | 0.06% | 0.06% | 92 | +6,233 | 7.74% | Q1 2026 | May 04, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 85,753 | 12,514 | 0.02% | 0.02% | 93 | -17,948 | -17.31% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 85,447 | 12,475 | 0.01% | 0.01% | 94 | +2,700 | 3.26% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Reduced | 84,834 | 12,380 | 0.04% | 0.04% | 95 | -3,617 | -4.09% | Q1 2026 | May 12, 2026 |
| WESBANCO BANK INC | History | Reduced | 83,246 | 12,148 | 0.34% | 0.33% | 96 | -1,793 | -2.11% | Q1 2026 | Apr 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 82,756 | 12,077 | 0.03% | 0.03% | 97 | +5,551 | 7.19% | Q1 2026 | May 08, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 82,189 | 11,994 | 1.62% | 1.62% | 98 | -4,675 | -5.38% | Q1 2026 | May 15, 2026 |
| NBT BANK N A /NY | History | Reduced | 81,952 | 11,960 | 0.78% | 0.74% | 99 | -375 | -0.46% | Q1 2026 | Apr 28, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 80,317 | 11,721 | 0.24% | 0.25% | 100 | -2,843 | -3.42% | Q1 2026 | Apr 27, 2026 |
| World Investment Advisors | History | Reduced | 79,562 | 11,611 | 0.19% | 0.18% | 101 | -643 | -0.8% | Q1 2026 | Apr 27, 2026 |
| IHT Wealth Management, LLC | History | Added to | 78,058 | 11,391 | 0.26% | 0.26% | 102 | +907 | 1.18% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 77,839 | 11,359 | 0.0% | 0.0% | 103 | -3,250 | -4.01% | Q1 2026 | May 14, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 77,288 | 11,279 | 2.11% | 2.06% | 104 | -1,126 | -1.44% | Q1 2026 | Apr 28, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 76,476 | 11,160 | 0.21% | 0.2% | 105 | -945 | -1.22% | Q1 2026 | May 01, 2026 |
| GREENLEAF TRUST | History | Added to | 72,680 | 10,606 | 0.1% | 0.09% | 106 | +312 | 0.43% | Q1 2026 | Apr 27, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Reduced | 71,922 | 10,496 | 3.61% | 3.34% | 107 | -2,010 | -2.72% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Reduced | 71,880 | 10,490 | 0.32% | 0.3% | 108 | -913 | -1.25% | Q1 2026 | Apr 06, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 71,445 | 10,426 | 0.63% | 0.53% | 109 | +8,867 | 14.17% | Q1 2026 | May 13, 2026 |
| Balefire, LLC | History | Added to | 71,408 | 10,421 | 1.96% | 0.79% | 110 | +42,410 | 146.25% | Q1 2026 | May 07, 2026 |
| Corient Private Wealth LLC | History | Reduced | 74,385 | 10,417 | 0.01% | 0.02% | 111 | -22,716 | -23.39% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 70,901 | 10,347 | 0.02% | 0.01% | 112 | +3,046 | 4.49% | Q1 2026 | May 15, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 68,887 | 10,053 | 1.1% | 1.16% | 113 | -208 | -0.3% | Q1 2026 | May 11, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 68,710 | 10,027 | 0.16% | 0.14% | 114 | -632 | -0.91% | Q1 2026 | Apr 01, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 65,729 | 9,592 | 0.14% | 0.14% | 115 | -362 | -0.55% | Q1 2026 | Apr 09, 2026 |
| KITCHING PARTNERS, LLC | History | Added to | 65,205 | 9,516 | 8.76% | 7.76% | 116 | +4,120 | 6.74% | Q1 2026 | May 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 68,283 | 9,502 | 0.0% | 0.0% | 117 | +3,190 | 4.9% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 64,817 | 9,459 | 0.12% | 0.12% | 118 | +2,077 | 3.31% | Q1 2026 | Apr 23, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 63,587 | 9,279 | 1.86% | 2.09% | 119 | -8,150 | -11.36% | Q1 2026 | Apr 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 61,113 | 8,918 | 2.34% | 2.01% | 120 | -541 | -0.88% | Q1 2026 | May 11, 2026 |
| Americana Partners, LLC | History | Reduced | 60,619 | 8,846 | 0.23% | 0.34% | 121 | -28,398 | -31.9% | Q1 2026 | May 12, 2026 |
| Simmons Bank | History | Reduced | 59,083 | 8,622 | 0.58% | 0.55% | 122 | -221 | -0.37% | Q1 2026 | Apr 23, 2026 |
| CWM, LLC | History | Reduced | 58,470 | 8,533 | 0.02% | 0.03% | 123 | -10,496 | -15.22% | Q1 2026 | May 14, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 58,158 | 8,487 | 1.12% | 0.96% | 124 | +8,208 | 16.43% | Q1 2026 | May 11, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 57,620 | 8,409 | 0.28% | 0.3% | 125 | -2,877 | -4.76% | Q1 2026 | Apr 17, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 57,270 | 8,358 | 0.65% | 0.65% | 126 | -1,476 | -2.51% | Q1 2026 | May 07, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 55,218 | 8,058 | 0.6% | 0.65% | 127 | -3,959 | -6.69% | Q1 2026 | May 15, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 55,136 | 8,046 | 0.54% | 0.7% | 128 | -27 | -0.05% | Q1 2026 | May 07, 2026 |
| Corsicana & Co. | History | Added to | 59,010 | 8,006 | 5.07% | 4.56% | 129 | +680 | 1.17% | Q1 2026 | May 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 54,537 | 7,959 | 0.06% | 0.06% | 130 | +315 | 0.58% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Added to | 54,265 | 7,919 | 0.03% | 0.03% | 131 | +1,497 | 2.84% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 54,042 | 7,886 | 0.39% | 0.4% | 132 | -917 | -1.67% | Q1 2026 | Apr 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 53,070 | 7,745 | 0.09% | 0.08% | 133 | -393 | -0.74% | Q1 2026 | Apr 28, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 52,658 | 7,687 | 0.06% | 0.05% | 134 | +772 | 1.49% | Q1 2026 | May 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 52,469 | 7,657 | 0.1% | 0.09% | 135 | +120 | 0.23% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 52,419 | 7,650 | 0.01% | — | 136 | +52,419 | New | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 52,365 | 7,642 | 0.04% | 0.05% | 137 | -3,684 | -6.57% | Q1 2026 | May 15, 2026 |
| Premier Private Wealth Management LLC | History | Added to | 52,234 | 7,623 | 8.04% | 7.98% | 138 | +598 | 1.16% | Q1 2026 | May 07, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 51,569 | 7,526 | 2.39% | 2.31% | 139 | -1,459 | -2.75% | Q1 2026 | Apr 27, 2026 |
| Lido Advisors, LLC | History | Added to | 51,435 | 7,506 | 0.02% | 0.02% | 140 | +8,484 | 19.75% | Q1 2026 | May 13, 2026 |
| Private Wealth Group, LLC | History | Added to | 51,361 | 7,495 | 3.49% | 3.34% | 141 | +1,290 | 2.58% | Q1 2026 | Apr 23, 2026 |
| Koenig Investment Advisory, LLC | History | Added to | 51,269 | 7,482 | 6.35% | 6.17% | 142 | +2,148 | 4.37% | Q1 2026 | Apr 16, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 53,601 | 7,459 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 50,894 | 7,427 | 0.03% | 0.02% | 144 | +350 | 0.69% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 50,788 | 7,412 | 0.0% | 0.0% | 145 | -1,229 | -2.36% | Q1 2026 | May 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 50,452 | 7,362 | 0.1% | 0.11% | 146 | -5,875 | -10.43% | Q1 2026 | Apr 08, 2026 |
| Aspen Grove Capital, LLC | History | Reduced | 50,302 | 7,341 | 1.43% | 1.21% | 147 | -30 | -0.06% | Q1 2026 | May 14, 2026 |
| Aries Wealth Management | History | Reduced | 49,715 | 7,255 | 1.6% | 1.56% | 148 | -1,055 | -2.08% | Q1 2026 | May 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 47,822 | 6,979 | 0.14% | 0.14% | 149 | -1,034 | -2.12% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 46,407 | 6,772 | 0.0% | 0.0% | 150 | +1,262 | 2.8% | Q1 2026 | May 15, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 45,748 | 6,676 | 0.63% | 0.61% | 151 | -571 | -1.23% | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | Reduced | 45,566 | 6,649 | 0.05% | 0.05% | 152 | -2,414 | -5.03% | Q1 2026 | Apr 15, 2026 |
| American Money Management, LLC | History | Added to | 45,518 | 6,642 | 1.05% | 0.98% | 153 | +667 | 1.49% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 44,035 | 6,441 | 0.13% | 0.13% | 154 | +860 | 1.99% | Q1 2026 | Apr 28, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 43,976 | 6,418 | 0.51% | 0.46% | 155 | +1,759 | 4.17% | Q1 2026 | May 15, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 43,032 | 6,280 | 1.33% | 1.37% | 156 | -264 | -0.61% | Q1 2026 | Apr 09, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 42,854 | 6,254 | 0.1% | 0.12% | 157 | -921 | -2.1% | Q1 2026 | May 18, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 42,828 | 6,250 | 0.03% | 0.03% | 158 | -6,228 | -12.7% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 42,688 | 6,229 | 0.14% | 0.21% | 159 | +11,075 | 35.03% | Q1 2026 | Apr 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 42,626 | 6,220 | 0.3% | 0.28% | 160 | +349 | 0.83% | Q1 2026 | Apr 28, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Added to | 42,520 | 6,205 | 2.6% | 2.25% | 161 | +1,261 | 3.06% | Q1 2026 | Apr 29, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Added to | 41,228 | 6,016 | 2.2% | 1.98% | 162 | +5,040 | 13.93% | Q1 2026 | Apr 14, 2026 |
| TL Private Wealth | History | Reduced | 40,235 | 5,927 | 2.34% | 2.23% | 163 | -114 | -0.28% | Q1 2026 | Apr 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 40,049 | 5,844 | 0.0% | 0.0% | 164 | +14,193 | 54.89% | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 39,922 | 5,826 | 0.33% | 0.32% | 165 | -292 | -0.73% | Q1 2026 | Apr 24, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 39,851 | 5,815 | 0.37% | 0.37% | 166 | +244 | 0.62% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 39,809 | 5,809 | 0.03% | 0.03% | 167 | +2,445 | 6.54% | Q1 2026 | May 14, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Reduced | 39,092 | 5,705 | 2.22% | 2.14% | 168 | -281 | -0.71% | Q1 2026 | Apr 29, 2026 |
| FIRST HORIZON CORP | History | Reduced | 39,035 | 5,696 | 0.24% | 0.24% | 169 | -56 | -0.14% | Q1 2026 | Apr 30, 2026 |
| Westside Investment Management, Inc. | History | Added to | 38,557 | 5,627 | 0.86% | 0.83% | 170 | +1,052 | 2.8% | Q1 2026 | May 04, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 37,781 | 5,513 | 0.08% | 0.07% | 171 | -1,959 | -4.93% | Q1 2026 | May 01, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 37,406 | 5,459 | 0.04% | 0.03% | 172 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 37,232 | 5,433 | 0.07% | 0.06% | 173 | +2,074 | 5.9% | Q1 2026 | Apr 20, 2026 |
| Torrey-Payne Wealth Management, LLC | History | Added to | 36,799 | 5,370 | 4.93% | 4.79% | 174 | +398 | 1.09% | Q1 2026 | May 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 36,556 | 5,334 | 0.23% | 0.25% | 175 | -1,948 | -5.06% | Q1 2026 | Apr 28, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 35,779 | 5,221 | 0.2% | 0.19% | 176 | -622 | -1.71% | Q1 2026 | May 12, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 35,002 | 5,114 | 0.46% | 0.44% | 177 | -323 | -0.91% | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 34,485 | 5,032 | 0.02% | 0.02% | 178 | +364 | 1.07% | Q1 2026 | May 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 34,279 | 5,002 | 0.06% | 0.06% | 179 | +66 | 0.19% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | Reduced | 34,156 | 4,986 | 0.22% | 0.22% | 180 | -1,238 | -3.5% | Q1 2026 | May 08, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 34,127 | 4,980 | 0.79% | 0.75% | 181 | -225 | -0.65% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 33,507 | 4,890 | 0.17% | 0.08% | 182 | -224 | -0.66% | Q1 2026 | Apr 23, 2026 |
| Strategent Financial, LLC | History | Reduced | 33,371 | 4,870 | 3.31% | 3.13% | 183 | -2,142 | -6.03% | Q1 2026 | Apr 20, 2026 |
| WHITTIER TRUST CO | History | Reduced | 32,531 | 4,758 | 0.05% | 0.06% | 184 | -4,279 | -11.62% | Q1 2026 | Apr 28, 2026 |
| BlackRock, Inc. | History | Added to | 32,047 | 4,676 | 0.0% | 0.0% | 185 | +1,650 | 5.43% | Q1 2026 | May 13, 2026 |
| Firestone Capital Management | History | Reduced | 31,786 | 4,638 | 0.97% | 0.95% | 186 | -245 | -0.76% | Q1 2026 | May 08, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 31,735 | 4,631 | 1.05% | 1.02% | 187 | -920 | -2.82% | Q1 2026 | Apr 15, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 31,089 | 4,537 | 0.57% | 0.56% | 188 | -867 | -2.71% | Q1 2026 | May 14, 2026 |
| LifeSteps Financial, Inc. | History | Added to | 30,836 | 4,500 | 2.85% | 2.59% | 189 | +1,785 | 6.14% | Q1 2026 | Apr 22, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | Added to | 30,480 | 4,448 | 0.89% | 0.87% | 190 | +174 | 0.57% | Q1 2026 | Apr 29, 2026 |
| Johnson & White Wealth Management, LLC | History | Reduced | 30,340 | 4,427 | 1.87% | 1.94% | 191 | -1,713 | -5.34% | Q1 2026 | Apr 15, 2026 |
| Charles Schwab Trust Co | History | Added to | 30,135 | 4,397 | 0.29% | 0.27% | 192 | +155 | 0.52% | Q1 2026 | Apr 10, 2026 |
| Prospera Financial Services Inc | History | Added to | 30,048 | 4,392 | 0.07% | 0.07% | 193 | +607 | 2.06% | Q1 2026 | Apr 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 30,056 | 4,386 | 0.08% | 0.08% | 194 | +38 | 0.13% | Q1 2026 | May 07, 2026 |
| NorthRock Partners, LLC | History | Reduced | 29,528 | 4,309 | 0.07% | 0.07% | 195 | -634 | -2.1% | Q1 2026 | May 15, 2026 |
| NOVEM GROUP | History | Added to | 29,012 | 4,233 | 0.48% | 0.46% | 196 | +15 | 0.05% | Q1 2026 | Apr 10, 2026 |
| Lewis Asset Management, LLC | History | Reduced | 28,898 | 4,217 | 1.72% | 1.67% | 197 | -502 | -1.71% | Q1 2026 | Apr 21, 2026 |
| Bravera Wealth | History | Reduced | 28,723 | 4,191 | 1.89% | 2.22% | 198 | -3,149 | -9.88% | Q1 2026 | Apr 22, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 28,688 | 4,186 | 1.23% | 1.32% | 199 | -4,027 | -12.31% | Q1 2026 | Apr 13, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 28,442 | 4,150 | 0.45% | 0.42% | 200 | -25 | -0.09% | Q1 2026 | May 05, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 28,178 | 4,112 | 0.08% | 0.07% | 201 | -17 | -0.06% | Q1 2026 | Apr 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 27,986 | 4,084 | 0.06% | 0.04% | 202 | +13,871 | 98.27% | Q1 2026 | May 15, 2026 |
| 1832 Asset Management L.P. | History | Added to | 27,786 | 4,055 | 0.0% | 0.0% | 203 | +508 | 1.86% | Q1 2026 | May 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 27,546 | 4,020 | 0.03% | 0.04% | 204 | -4,199 | -13.23% | Q1 2026 | May 01, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 27,084 | 3,953 | 0.03% | 0.02% | 205 | +9,877 | 57.4% | Q1 2026 | Apr 07, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 35,171 | 3,942 | 0.18% | 0.04% | 206 | -42,520 | -54.73% | Q1 2026 | May 15, 2026 |
| HighPoint Advisor Group LLC | History | New | 26,885 | 3,923 | 0.16% | — | 208 | +26,885 | New | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Added to | 26,886 | 3,923 | 0.13% | 0.12% | 207 | +82 | 0.31% | Q1 2026 | May 15, 2026 |
| American Trust | History | Reduced | 26,761 | 3,905 | 0.35% | 0.34% | 209 | -2,359 | -8.1% | Q1 2026 | May 01, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | Added to | 26,612 | 3,883 | 3.71% | 3.26% | 210 | +2,585 | 10.76% | Q1 2026 | May 04, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 26,360 | 3,880 | 0.09% | 0.1% | 211 | -59 | -0.22% | Q1 2026 | May 04, 2026 |
| Climber Capital SA | History | Reduced | 27,747 | 3,871 | 2.54% | 4.11% | 212 | -18,790 | -40.38% | Q1 2026 | May 01, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 26,394 | 3,851 | 0.02% | 0.02% | 213 | -599 | -2.22% | Q1 2026 | Apr 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 26,224 | 3,827 | 0.07% | 0.03% | 214 | +13,785 | 110.82% | Q1 2026 | May 11, 2026 |
| Shum Financial Group, Inc. | History | Reduced | 26,198 | 3,823 | 2.7% | 2.66% | 215 | -347 | -1.31% | Q1 2026 | Apr 22, 2026 |
| Asset Management Group, Inc. | History | Added to | 25,708 | 3,751 | 0.61% | 0.58% | 216 | +94 | 0.37% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 25,610 | 3,737 | 0.02% | 0.02% | 217 | +1,312 | 5.4% | Q1 2026 | May 05, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 25,413 | 3,708 | 0.33% | — | 218 | +25,413 | New | Q1 2026 | Apr 08, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 25,335 | 3,697 | 0.24% | 0.25% | 219 | -2,755 | -9.81% | Q1 2026 | May 06, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 25,272 | 3,688 | 0.38% | 0.35% | 220 | +1,645 | 6.96% | Q1 2026 | May 15, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 25,272 | 3,688 | 0.55% | 0.5% | 221 | +1,645 | 6.96% | Q1 2026 | May 11, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 25,118 | 3,665 | 2.0% | 1.99% | 222 | -1,159 | -4.41% | Q1 2026 | Apr 21, 2026 |
| CITIGROUP INC | History | Added to | 25,080 | 3,660 | 0.0% | 0.0% | 223 | +1,319 | 5.55% | Q1 2026 | May 11, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 25,058 | 3,656 | 0.11% | 0.1% | 224 | +147 | 0.59% | Q1 2026 | May 13, 2026 |
| Financial Planning Hawaii, Inc. | History | Reduced | 24,865 | 3,628 | 2.14% | 2.01% | 225 | -207 | -0.83% | Q1 2026 | Apr 21, 2026 |
| PFG Investments, LLC | History | Added to | 24,762 | 3,613 | 0.17% | 0.14% | 226 | +3,243 | 15.07% | Q1 2026 | Apr 27, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 25,846 | 3,596 | 0.32% | 0.32% | 227 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FDx Advisors, Inc. | History | New | 24,530 | 3,580 | 1.14% | — | 228 | +24,530 | New | Q1 2026 | May 01, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 24,524 | 3,579 | 0.04% | 0.04% | 229 | -237 | -0.96% | Q1 2026 | May 08, 2026 |
| Independence Bank of Kentucky | History | No change | 24,517 | 3,578 | 0.45% | 0.42% | 230 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Rothschild Wealth LLC | History | New | 24,237 | 3,537 | 0.32% | — | 231 | +24,237 | New | Q1 2026 | May 06, 2026 |
| Treasure Coast Financial Planning | History | Added to | 24,104 | 3,517 | 1.81% | 1.75% | 232 | +469 | 1.98% | Q1 2026 | May 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 23,998 | 3,502 | 0.04% | 0.04% | 233 | -1,578 | -6.17% | Q1 2026 | Apr 20, 2026 |
| Waverly Advisors, LLC | History | Reduced | 23,970 | 3,498 | 0.03% | 0.03% | 234 | -2,124 | -8.14% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 23,851 | 3,480 | 0.07% | 0.09% | 235 | -6,867 | -22.35% | Q1 2026 | May 14, 2026 |
| Sage Capital Management, LLC | History | Added to | 23,726 | 3,463 | 1.63% | 1.52% | 236 | +126 | 0.53% | Q1 2026 | Apr 15, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 23,724 | 3,462 | 0.87% | 0.81% | 237 | -611 | -2.51% | Q1 2026 | Apr 28, 2026 |
| COMMERCE BANK | History | Added to | 23,636 | 3,449 | 0.02% | 0.0% | 238 | +20,648 | 691.03% | Q1 2026 | May 11, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 23,595 | 3,443 | 0.07% | 0.09% | 239 | -14,434 | -37.96% | Q1 2026 | May 14, 2026 |
| CENTRAL TRUST Co | History | Reduced | 23,428 | 3,419 | 0.07% | 0.07% | 240 | -2,118 | -8.29% | Q1 2026 | Apr 17, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 23,339 | 3,406 | 0.06% | 0.06% | 241 | -118 | -0.5% | Q1 2026 | Apr 10, 2026 |
| Western Wealth Management, LLC | History | Added to | 23,133 | 3,376 | 0.12% | 0.14% | 242 | +1,762 | 8.24% | Q1 2026 | May 19, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 22,981 | 3,353 | 0.09% | 0.09% | 243 | -1,654 | -6.71% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 22,857 | 3,335 | 0.02% | 0.02% | 244 | +334 | 1.48% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 22,725 | 3,316 | 0.03% | 0.01% | 245 | +15,800 | 228.16% | Q1 2026 | May 15, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 22,707 | 3,313 | 0.47% | 0.59% | 246 | -368 | -1.59% | Q1 2026 | Apr 20, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 22,552 | 3,291 | 0.15% | 0.14% | 247 | -634 | -2.73% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | Reduced | 22,467 | 3,278 | 0.04% | 0.05% | 248 | -1,389 | -5.82% | Q1 2026 | May 15, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 22,103 | 3,225 | 0.14% | 0.13% | 249 | -82 | -0.37% | Q1 2026 | Apr 30, 2026 |
| WELCH & FORBES LLC | History | No change | 22,079 | 3,222 | 0.04% | 0.04% | 250 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Janney Capital Management LLC | History | No change | 22,883 | 3,184 | 0.2% | 0.2% | 251 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 21,748 | 3,171 | 0.03% | 0.03% | 252 | +3,207 | 17.3% | Q1 2026 | Apr 07, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 21,728 | 3,170 | 0.02% | 0.02% | 253 | -476 | -2.14% | Q1 2026 | Apr 30, 2026 |
| Legacy Advisors, LLC | History | Reduced | 21,570 | 3,147 | 0.37% | 0.32% | 254 | -115 | -0.53% | Q1 2026 | May 05, 2026 |
| GREENBERG FINANCIAL GROUP | History | No change | 22,603 | 3,145 | 1.29% | 1.29% | 255 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 21,345 | 3,115 | 0.36% | 0.34% | 256 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VestGen Advisors, LLC | History | Added to | 21,005 | 3,107 | 0.08% | 0.02% | 257 | +17,503 | 499.8% | Q1 2026 | May 14, 2026 |
| Narwhal Capital Management | History | No change | 20,989 | 3,063 | 0.23% | 0.21% | 258 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 20,942 | 3,056 | 0.17% | 0.17% | 259 | -360 | -1.69% | Q1 2026 | May 07, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 20,868 | 3,045 | 1.05% | 1.05% | 260 | -523 | -2.44% | Q1 2026 | Apr 27, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 20,685 | 3,018 | 0.45% | 0.72% | 261 | -12,321 | -37.33% | Q1 2026 | Apr 30, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 20,439 | 2,982 | 0.0% | 0.0% | 262 | -9,029 | -30.64% | Q1 2026 | May 06, 2026 |
| CHOREO, LLC | History | Reduced | 20,213 | 2,949 | 0.04% | 0.04% | 263 | -299 | -1.46% | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 20,166 | 2,943 | 0.08% | 0.09% | 264 | +1,165 | 6.13% | Q1 2026 | May 11, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 19,998 | 2,918 | 0.09% | 0.09% | 265 | -884 | -4.23% | Q1 2026 | May 13, 2026 |
| Argent Trust Co | History | No change | 19,871 | 2,899 | 0.1% | 0.09% | 266 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Carnegie Investment Counsel | History | Reduced | 19,612 | 2,862 | 0.06% | 0.05% | 267 | -1,409 | -6.7% | Q1 2026 | May 01, 2026 |
| FineMark National Bank & Trust | History | No change | 19,921 | 2,772 | 0.09% | 0.09% | 268 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 18,988 | 2,771 | 0.0% | 0.0% | 269 | +10,855 | 133.47% | Q1 2026 | May 15, 2026 |
| PKS Advisory Services, LLC | History | Added to | 18,961 | 2,767 | 0.64% | 0.6% | 270 | +141 | 0.75% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Added to | 18,927 | 2,762 | 0.08% | 0.07% | 271 | +2,299 | 13.83% | Q1 2026 | May 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 18,777 | 2,740 | 0.13% | 0.12% | 272 | +300 | 1.62% | Q1 2026 | Apr 29, 2026 |
| Sugar Maple Asset Management, LLC | History | Reduced | 18,772 | 2,739 | 1.66% | 1.78% | 273 | -250 | -1.31% | Q1 2026 | Apr 21, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 18,744 | 2,736 | 0.35% | 0.36% | 274 | -821 | -4.2% | Q1 2026 | Apr 16, 2026 |
| Calydon Capital | History | Added to | 18,247 | 2,662 | 0.43% | 0.43% | 275 | +109 | 0.6% | Q1 2026 | May 15, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 17,966 | 2,621 | 0.3% | 0.31% | 276 | -10 | -0.06% | Q1 2026 | May 08, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 17,873 | 2,608 | 1.32% | 1.26% | 277 | -118 | -0.66% | Q1 2026 | Apr 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 17,775 | 2,594 | 0.01% | 0.0% | 278 | +843 | 4.98% | Q1 2026 | May 14, 2026 |
| Sachetta, LLC | History | Added to | 17,740 | 2,589 | 1.4% | 1.24% | 279 | +1,484 | 9.13% | Q1 2026 | May 01, 2026 |
| Visionary Wealth Advisors | History | Reduced | 17,628 | 2,572 | 0.11% | 0.11% | 280 | -74 | -0.42% | Q1 2026 | May 13, 2026 |
| Harbour Capital Advisors, LLC | History | Reduced | 17,365 | 2,556 | 0.49% | 0.51% | 281 | -390 | -2.2% | Q1 2026 | Apr 29, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 17,335 | 2,529 | 0.01% | — | 282 | +17,335 | New | Q1 2026 | May 12, 2026 |
| Good Harbor Advisors, Inc. | History | Added to | 17,323 | 2,528 | 2.76% | 2.65% | 283 | +936 | 5.71% | Q1 2026 | May 05, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 17,282 | 2,522 | 0.97% | — | 284 | +17,282 | New | Q1 2026 | Apr 28, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 17,268 | 2,520 | 0.09% | 0.09% | 285 | -379 | -2.15% | Q1 2026 | Apr 28, 2026 |
| WESPAC Advisors, LLC | History | Added to | 17,264 | 2,519 | 1.38% | 1.08% | 286 | +2,921 | 20.37% | Q1 2026 | Apr 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 16,991 | 2,479 | 0.0% | 0.0% | 287 | -620 | -3.52% | Q1 2026 | May 01, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 16,931 | 2,470 | 0.17% | 0.04% | 288 | +14,715 | 664.03% | Q1 2026 | May 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 16,882 | 2,463 | 0.08% | 0.01% | 289 | +14,888 | 746.64% | Q1 2026 | May 07, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 16,879 | 2,463 | 0.08% | 0.03% | 290 | +4,821 | 39.98% | Q1 2026 | Apr 29, 2026 |
| Summit Financial, LLC | History | Added to | 16,675 | 2,433 | 0.03% | 0.03% | 291 | +1,031 | 6.59% | Q1 2026 | May 15, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 16,529 | 2,412 | 1.06% | 1.08% | 292 | +44 | 0.27% | Q1 2026 | May 04, 2026 |
| Occidental Asset Management, LLC | History | No change | 16,227 | 2,368 | 0.28% | 0.27% | 293 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 16,093 | 2,348 | 0.35% | 0.35% | 294 | +300 | 1.9% | Q1 2026 | Apr 24, 2026 |
| Mutual Advisors, LLC | History | Reduced | 15,617 | 2,279 | 0.05% | 0.05% | 295 | -973 | -5.86% | Q1 2026 | May 01, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 15,539 | 2,267 | 0.05% | 0.05% | 296 | -123 | -0.79% | Q1 2026 | May 15, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 15,536 | 2,267 | 0.03% | 0.03% | 297 | +9 | 0.06% | Q1 2026 | May 01, 2026 |
| INVESTMENT PARTNERS, LTD. | History | No change | 15,509 | 2,263 | 0.81% | 0.76% | 298 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 15,487 | 2,260 | 0.0% | 0.0% | 299 | -5,756 | -27.1% | Q1 2026 | May 13, 2026 |
| truNorth Financial Services, Inc. | History | Added to | 15,418 | 2,250 | 2.33% | 2.27% | 300 | +359 | 2.38% | Q1 2026 | May 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 15,340 | 2,239 | 0.0% | 0.0% | 301 | +909 | 6.3% | Q1 2026 | May 13, 2026 |
| PDS Planning, Inc | History | Added to | 15,241 | 2,224 | 0.15% | 0.14% | 302 | +1 | 0.01% | Q1 2026 | Apr 21, 2026 |
| Eagle Strategies LLC | History | Added to | 15,060 | 2,197 | 0.26% | 0.26% | 303 | +435 | 2.97% | Q1 2026 | Apr 20, 2026 |
| Ellenbecker Investment Group | History | Added to | 15,028 | 2,193 | 0.3% | 0.29% | 304 | +32 | 0.21% | Q1 2026 | Apr 23, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Added to | 15,020 | 2,192 | 0.23% | 0.25% | 305 | +1,002 | 7.15% | Q1 2026 | May 14, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 15,678 | 2,181 | 0.17% | 0.17% | 306 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASPIRIANT, LLC | History | Added to | 14,883 | 2,172 | 0.06% | 0.06% | 307 | +330 | 2.27% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 14,821 | 2,162 | 0.0% | 0.0% | 308 | +13,660 | 1176.57% | Q1 2026 | May 15, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 15,499 | 2,157 | 0.17% | 0.17% | 309 | +39 | 0.25% | Q1 2026 | Apr 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 14,766 | 2,154 | 0.02% | 0.01% | 310 | +1,433 | 10.75% | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 14,731 | 2,149 | 0.05% | 0.05% | 311 | +28 | 0.19% | Q1 2026 | Apr 29, 2026 |
| Peak Asset Management, LLC | History | Reduced | 14,710 | 2,146 | 0.38% | 0.35% | 312 | -52 | -0.35% | Q1 2026 | May 14, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Reduced | 14,650 | 2,138 | 0.87% | 1.18% | 313 | -5,000 | -25.45% | Q1 2026 | Apr 28, 2026 |
| Pines Wealth Management, LLC | History | Added to | 14,599 | 2,130 | 0.69% | 0.64% | 314 | +388 | 2.73% | Q1 2026 | Apr 08, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 14,584 | 2,128 | 0.08% | 0.08% | 315 | -1,683 | -10.35% | Q1 2026 | Apr 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 14,500 | 2,116 | 0.17% | 0.16% | 316 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 15,154 | 2,108 | 0.04% | 0.04% | 317 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Independent Advisor Alliance | History | Added to | 14,443 | 2,107 | 0.02% | 0.01% | 318 | +11,678 | 422.35% | Q1 2026 | May 12, 2026 |
| Aberdeen Wealth Management LLC | History | Reduced | 14,424 | 2,104 | 0.96% | 0.95% | 319 | -350 | -2.37% | Q1 2026 | May 15, 2026 |
| LM Advisors LLC | History | Added to | 303 | 2,078 | 0.03% | 0.04% | 320 | +14 | 4.84% | Q1 2026 | May 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 14,100 | 2,057 | 0.0% | 0.01% | 321 | -8,000 | -36.2% | Q1 2026 | May 04, 2026 |
| Spire Wealth Management | History | Reduced | 14,038 | 2,048 | 0.07% | 0.07% | 322 | -54 | -0.38% | Q1 2026 | Apr 22, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 13,998 | 2,042 | 0.06% | 0.06% | 323 | -108 | -0.77% | Q1 2026 | Apr 08, 2026 |
| Parcion Private Wealth LLC | History | Added to | 13,989 | 2,041 | 0.13% | 0.12% | 324 | +26 | 0.19% | Q1 2026 | Apr 22, 2026 |
| ProVise Management Group, LLC | History | Reduced | 13,826 | 2,017 | 0.15% | 0.22% | 325 | -7,999 | -36.65% | Q1 2026 | May 06, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 13,572 | 1,980 | 0.42% | 0.4% | 326 | -109 | -0.8% | Q1 2026 | Apr 13, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 14,212 | 1,977 | 0.37% | 0.37% | 327 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 13,520 | 1,973 | 0.26% | 0.25% | 328 | +40 | 0.3% | Q1 2026 | Apr 21, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 13,499 | 1,970 | 0.05% | 0.04% | 329 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| 1015 Capital Partners, LLC | History | Added to | 13,464 | 1,964 | 1.91% | 1.75% | 330 | +650 | 5.07% | Q1 2026 | May 11, 2026 |
| Cove Private Wealth, LLC | History | Added to | 13,415 | 1,957 | 0.44% | 0.32% | 331 | +5,597 | 71.59% | Q1 2026 | May 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 13,386 | 1,953 | 0.03% | 0.04% | 332 | -2,856 | -17.58% | Q1 2026 | Apr 22, 2026 |
| One Wealth Map LLC | History | Added to | 13,054 | 1,946 | 0.91% | 0.99% | 333 | +48 | 0.37% | Q1 2026 | May 04, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 13,334 | 1,945 | 0.5% | 0.47% | 334 | +218 | 1.66% | Q1 2026 | Apr 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 13,192 | 1,925 | 0.04% | 0.05% | 335 | -2,883 | -17.93% | Q1 2026 | May 14, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 13,162 | 1,920 | 0.05% | 0.04% | 336 | +1,751 | 15.34% | Q1 2026 | May 12, 2026 |
| Madison Asset Management, LLC | History | Reduced | 13,138 | 1,917 | 0.02% | 0.03% | 337 | -2,500 | -15.99% | Q1 2026 | May 07, 2026 |
| Ascent Group, LLC | History | No change | 13,109 | 1,913 | 0.07% | 0.06% | 338 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 13,649 | 1,899 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VISIONARY HORIZONS, LLC | History | New | 13,012 | 1,898 | 0.93% | — | 340 | +13,012 | New | Q1 2026 | Apr 17, 2026 |
| Atria Investments, Inc | History | Added to | 12,885 | 1,880 | 0.02% | 0.02% | 341 | +916 | 7.65% | Q1 2026 | May 05, 2026 |
| Valmark Advisers, Inc. | History | Added to | 12,769 | 1,863 | 0.02% | 0.02% | 342 | +150 | 1.19% | Q1 2026 | May 01, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 12,760 | 1,862 | 0.26% | 0.25% | 343 | -913 | -6.68% | Q1 2026 | Apr 09, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 12,722 | 1,856 | 0.18% | 0.22% | 344 | -2,789 | -17.98% | Q1 2026 | May 15, 2026 |
| Cadence Bank | History | No change | 13,187 | 1,835 | 0.11% | 0.11% | 345 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Haverford Trust Co | History | Reduced | 12,477 | 1,820 | 0.02% | 0.02% | 346 | -217 | -1.71% | Q1 2026 | May 11, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 12,447 | 1,816 | 0.1% | 0.09% | 347 | -1,731 | -12.21% | Q1 2026 | Apr 28, 2026 |
| Coston, McIsaac & Partners | History | Added to | 12,427 | 1,813 | 0.41% | 0.4% | 348 | +107 | 0.87% | Q1 2026 | Apr 22, 2026 |
| Cooksen Wealth, LLC | History | Added to | 12,399 | 1,809 | 1.31% | 1.24% | 349 | +229 | 1.88% | Q1 2026 | Apr 30, 2026 |
| UNION SAVINGS BANK | History | No change | 12,364 | 1,804 | 0.79% | 0.75% | 350 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 12,303 | 1,795 | 0.03% | 0.03% | 351 | +76 | 0.62% | Q1 2026 | Apr 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 12,267 | 1,790 | 0.07% | 0.06% | 352 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Bouchey Financial Group Ltd | History | No change | 12,000 | 1,784 | 0.13% | 0.13% | 353 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 12,166 | 1,775 | 0.02% | 0.02% | 354 | -2,987 | -19.71% | Q1 2026 | May 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 12,118 | 1,768 | 0.03% | 0.03% | 355 | -276 | -2.23% | Q1 2026 | May 13, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 12,111 | 1,767 | 0.31% | 0.3% | 356 | -240 | -1.94% | Q1 2026 | Apr 23, 2026 |
| Simplicity Wealth,LLC | History | Added to | 11,992 | 1,750 | 0.1% | 0.09% | 357 | +1,353 | 12.72% | Q1 2026 | Apr 30, 2026 |
| GreatBanc Trust CO | History | No change | 11,978 | 1,748 | 1.22% | 1.17% | 358 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Forbes Financial Planning, Inc. | History | Reduced | 11,742 | 1,713 | 0.99% | 0.98% | 359 | -359 | -2.97% | Q1 2026 | Apr 17, 2026 |
| REBALANCE, LLC | History | Added to | 11,673 | 1,703 | 0.1% | 0.09% | 360 | +67 | 0.58% | Q1 2026 | May 11, 2026 |
| Vanguard National Trust Co | History | New | 11,646 | 1,699 | 0.11% | — | 361 | +11,646 | New | Q1 2026 | May 08, 2026 |
| Bank OZK | History | No change | 11,502 | 1,678 | 0.59% | 0.56% | 362 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Redwood Wealth Management Group, LLC | History | Reduced | 11,465 | 1,673 | 0.72% | 0.7% | 363 | -546 | -4.55% | Q1 2026 | Apr 24, 2026 |
| WHITE PINE CAPITAL LLC | History | No change | 11,382 | 1,661 | 0.47% | 0.44% | 364 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tufton Capital Management | History | Added to | 11,371 | 1,659 | 0.3% | 0.28% | 365 | +6 | 0.05% | Q1 2026 | May 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 11,364 | 1,658 | 0.05% | 0.05% | 366 | +375 | 3.41% | Q1 2026 | May 11, 2026 |
| Investors Research Corp | History | Reduced | 11,291 | 1,647 | 0.31% | 0.29% | 367 | -134 | -1.17% | Q1 2026 | Apr 03, 2026 |
| MLP3, LLC | History | Added to | 11,147 | 1,626 | 1.79% | 1.69% | 368 | +1 | 0.01% | Q1 2026 | Apr 13, 2026 |
| Hardworking Capital Advisors, LLC | History | Added to | 11,064 | 1,614 | 1.51% | 1.4% | 369 | +2 | 0.02% | Q1 2026 | May 08, 2026 |
| Aspect Partners, LLC | History | Added to | 11,033 | 1,610 | 0.66% | 0.67% | 370 | +33 | 0.3% | Q1 2026 | Apr 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 10,972 | 1,601 | 0.05% | 0.06% | 371 | +12 | 0.11% | Q1 2026 | May 15, 2026 |
| Waldron Private Wealth LLC | History | No change | 10,842 | 1,582 | 0.06% | 0.06% | 372 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 10,829 | 1,580 | 0.04% | 0.04% | 373 | +100 | 0.93% | Q1 2026 | May 14, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 10,791 | 1,574 | 0.24% | 0.24% | 374 | -32 | -0.3% | Q1 2026 | May 06, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 10,692 | 1,560 | 0.06% | 0.05% | 375 | -250 | -2.28% | Q1 2026 | Apr 21, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 10,438 | 1,559 | 0.03% | — | 376 | +10,438 | New | Q1 2026 | May 15, 2026 |
| May Barnhard Investments LLC | History | Added to | 10,653 | 1,554 | 0.75% | 0.7% | 377 | +8 | 0.08% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | Added to | 10,609 | 1,548 | 0.03% | 0.03% | 378 | +36 | 0.34% | Q1 2026 | May 15, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 10,472 | 1,528 | 0.64% | 1.05% | 379 | -7,495 | -41.72% | Q1 2026 | Apr 29, 2026 |
| TRUST CO OF VERMONT | History | No change | 10,830 | 1,507 | 0.06% | 0.06% | 380 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 10,277 | 1,499 | 0.03% | 0.01% | 381 | +7,979 | 347.21% | Q1 2026 | Apr 27, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 10,244 | 1,494 | 0.05% | 0.05% | 382 | +8 | 0.08% | Q1 2026 | Apr 30, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 10,184 | 1,486 | 0.06% | 0.06% | 383 | -1,810 | -15.09% | Q1 2026 | May 11, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 10,153 | 1,481 | 0.61% | 0.61% | 384 | -532 | -4.98% | Q1 2026 | Apr 08, 2026 |
| Ledyard National Bank | History | Reduced | 10,133 | 1,478 | 0.13% | 0.13% | 385 | -627 | -5.83% | Q1 2026 | Apr 24, 2026 |
| Legend Capital Advisors LLC | History | No change | 10,114 | 1,476 | 0.92% | 0.78% | 386 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 10,112 | 1,475 | 0.04% | 0.04% | 387 | -167 | -1.62% | Q1 2026 | May 04, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 10,055 | 1,467 | 0.09% | 0.08% | 388 | -21 | -0.21% | Q1 2026 | Apr 17, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 10,035 | 1,464 | 0.05% | 0.05% | 389 | -68 | -0.67% | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | Added to | 9,862 | 1,461 | 0.05% | 0.02% | 392 | +5,393 | 120.68% | Q1 2026 | Apr 09, 2026 |
| SVB WEALTH LLC | History | Reduced | 10,015 | 1,461 | 0.1% | 0.08% | 391 | -128 | -1.26% | Q1 2026 | Apr 17, 2026 |
| High Falls Advisors, Inc | History | No change | 10,499 | 1,461 | 0.3% | 0.3% | 390 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Churchill Financial Advisors, LLC | History | Reduced | 9,948 | 1,451 | 0.3% | 0.44% | 393 | -480 | -4.6% | Q1 2026 | Apr 22, 2026 |
| VeraBank, N.A. | History | No change | 9,900 | 1,444 | 0.26% | 0.25% | 394 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sigma Planning Corp | History | Added to | 9,882 | 1,442 | 0.04% | 0.04% | 395 | +312 | 3.26% | Q1 2026 | May 04, 2026 |
| ATALANTA SOSNOFF CAPITAL, LLC | History | Added to | 9,823 | 1,433 | 0.03% | 0.02% | 396 | +1,336 | 15.74% | Q1 2026 | May 15, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 9,747 | 1,422 | 0.76% | 0.73% | 397 | +283 | 2.99% | Q1 2026 | Apr 24, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 9,695 | 1,414 | 0.08% | 0.06% | 398 | -30 | -0.31% | Q1 2026 | May 12, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 9,674 | 1,411 | 0.08% | 0.08% | 399 | +360 | 3.87% | Q1 2026 | Apr 30, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 9,662 | 1,410 | 0.91% | 0.89% | 400 | +7 | 0.07% | Q1 2026 | Apr 10, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Reduced | 9,610 | 1,402 | 0.44% | 0.44% | 401 | -435 | -4.33% | Q1 2026 | Apr 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 9,584 | 1,398 | 0.02% | 0.03% | 402 | -2,876 | -23.08% | Q1 2026 | May 05, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 9,516 | 1,388 | 0.02% | 0.02% | 403 | -1,118 | -10.51% | Q1 2026 | Apr 28, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Added to | 9,514 | 1,388 | 0.37% | 0.36% | 404 | +66 | 0.7% | Q1 2026 | Apr 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 9,508 | 1,387 | 0.0% | 0.01% | 405 | +55 | 0.58% | Q1 2026 | May 13, 2026 |
| Dakota Wealth Management | History | No change | 9,476 | 1,382 | 0.03% | 0.02% | 406 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sovran Advisors, LLC | History | Added to | 9,194 | 1,379 | 0.11% | 0.11% | 407 | +195 | 2.17% | Q1 2026 | May 01, 2026 |
| HOURGLASS CAPITAL, LLC | History | Reduced | 9,435 | 1,376 | 0.29% | 0.29% | 408 | -170 | -1.77% | Q1 2026 | May 04, 2026 |
| Palisade Asset Management, LLC | History | Reduced | 9,418 | 1,374 | 0.14% | 0.13% | 409 | -68 | -0.72% | Q1 2026 | Apr 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 9,323 | 1,360 | 0.5% | 0.48% | 410 | -244 | -2.55% | Q1 2026 | May 08, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 9,297 | 1,356 | 0.72% | 0.69% | 411 | -376 | -3.89% | Q1 2026 | May 11, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 9,248 | 1,349 | 0.13% | 0.13% | 412 | -420 | -4.34% | Q1 2026 | Apr 27, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 9,188 | 1,340 | 0.02% | 0.02% | 413 | -119 | -1.28% | Q1 2026 | Apr 27, 2026 |
| SlateStone Wealth, LLC | History | Added to | 9,156 | 1,336 | 0.11% | 0.11% | 414 | +17 | 0.19% | Q1 2026 | May 14, 2026 |
| WARNER FINANCIAL, INC | History | No change | 9,156 | 1,336 | 0.46% | 0.44% | 415 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Summit Trail Advisors, LLC | History | No change | 9,154 | 1,335 | 0.02% | 0.02% | 416 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 9,139 | 1,333 | 0.03% | 0.03% | 417 | +220 | 2.47% | Q1 2026 | Apr 07, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 8,993 | 1,312 | 0.64% | 0.61% | 418 | -95 | -1.05% | Q1 2026 | May 07, 2026 |
| Sage Mountain Advisors LLC | History | No change | 8,985 | 1,311 | 0.09% | 0.07% | 419 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MPS Loria Financial Planners, LLC | History | Reduced | 8,943 | 1,305 | 0.34% | 0.33% | 420 | -265 | -2.88% | Q1 2026 | May 08, 2026 |
| Coastline Trust Co | History | No change | 8,859 | 1,292 | 0.13% | 0.12% | 421 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 8,841 | 1,290 | 0.03% | 0.03% | 422 | -58 | -0.65% | Q1 2026 | May 04, 2026 |
| Canal Capital Management, LLC | History | Reduced | 8,799 | 1,284 | 0.17% | 0.18% | 423 | -98 | -1.1% | Q1 2026 | Apr 27, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 8,777 | 1,280 | 0.3% | 0.28% | 424 | +8 | 0.09% | Q1 2026 | Apr 17, 2026 |
| Neuberger Berman Group LLC | History | Added to | 8,744 | 1,276 | 0.0% | 0.0% | 425 | +864 | 10.96% | Q1 2026 | May 14, 2026 |
| Zhang Financial LLC | History | Added to | 8,747 | 1,276 | 0.04% | 0.05% | 426 | +15 | 0.17% | Q1 2026 | May 06, 2026 |
| Lansing Street Advisors | History | Reduced | 8,723 | 1,273 | 0.32% | 0.32% | 427 | -308 | -3.41% | Q1 2026 | Apr 28, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 8,702 | 1,269 | 0.15% | 0.14% | 428 | +52 | 0.6% | Q1 2026 | May 14, 2026 |
| Weaver Consulting Group | History | Reduced | 8,691 | 1,268 | 0.3% | 0.3% | 429 | -59 | -0.67% | Q1 2026 | May 15, 2026 |
| Rathbones Group PLC | History | No change | 8,675 | 1,266 | 0.01% | 0.0% | 430 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Centennial Bank/AR/ | History | Reduced | 8,650 | 1,262 | 0.45% | 0.78% | 431 | -5,505 | -38.89% | Q1 2026 | May 06, 2026 |
| Westmount Partners, LLC | History | Added to | 8,640 | 1,260 | 0.31% | 0.3% | 432 | +14 | 0.16% | Q1 2026 | Apr 16, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 8,563 | 1,249 | 0.53% | 0.54% | 433 | -277 | -3.13% | Q1 2026 | May 11, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 8,553 | 1,248 | 0.02% | 0.02% | 434 | -621 | -6.77% | Q1 2026 | Apr 21, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 8,536 | 1,245 | 0.14% | 0.13% | 435 | -83 | -0.96% | Q1 2026 | Apr 28, 2026 |
| Richwood Investment Advisors, LLC | History | Reduced | 8,332 | 1,215 | 0.94% | 0.97% | 436 | -475 | -5.39% | Q1 2026 | May 15, 2026 |
| Freedom Financial Partners LLC | History | Reduced | 8,254 | 1,205 | 0.43% | 0.45% | 437 | -589 | -6.66% | Q1 2026 | Apr 16, 2026 |
| Bank of Jackson Hole Trust | History | Reduced | 8,246 | 1,203 | 0.58% | 0.56% | 438 | -242 | -2.85% | Q1 2026 | May 12, 2026 |
| Blue Fin Capital, Inc. | History | No change | 8,600 | 1,196 | 0.19% | 0.19% | 439 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Seven Springs Wealth Group, LLC | History | No change | 8,192 | 1,195 | 0.28% | 0.33% | 440 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 8,162 | 1,191 | 0.02% | 0.02% | 441 | -268 | -3.18% | Q1 2026 | May 12, 2026 |
| Harbour Trust & Investment Management Co | History | Reduced | 8,121 | 1,185 | 0.13% | 0.12% | 442 | -80 | -0.98% | Q1 2026 | Apr 28, 2026 |
| Caprock Group, LLC | History | No change | 8,044 | 1,173 | 0.03% | 0.02% | 443 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AlTi Global, Inc. | History | No change | 8,002 | 1,167 | 0.03% | 0.02% | 444 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 7,980 | 1,164 | 0.08% | 0.08% | 445 | -740 | -8.49% | Q1 2026 | Apr 15, 2026 |
| Agate Pass Investment Management, LLC | History | Reduced | 7,980 | 1,164 | 0.46% | 0.42% | 446 | -151 | -1.86% | Q1 2026 | Apr 07, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 7,938 | 1,158 | 0.07% | 0.07% | 447 | +1 | 0.01% | Q1 2026 | Apr 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 7,816 | 1,140 | 0.05% | 0.05% | 448 | -93 | -1.18% | Q1 2026 | May 12, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 7,800 | 1,138 | 0.51% | 0.49% | 449 | +91 | 1.18% | Q1 2026 | Apr 24, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 7,775 | 1,134 | 0.01% | 0.01% | 450 | -13 | -0.17% | Q1 2026 | May 13, 2026 |
| Mathes Company, Inc. | History | No change | 7,740 | 1,130 | 0.41% | 0.38% | 451 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| American State Bank (Iowa) | History | No change | 7,690 | 1,122 | 0.54% | 0.51% | 452 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 7,623 | 1,112 | 0.91% | 0.99% | 453 | -2,515 | -24.81% | Q1 2026 | May 13, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 7,474 | 1,111 | 0.17% | 0.18% | 454 | -435 | -5.5% | Q1 2026 | Apr 16, 2026 |
| Raab & Moskowitz Asset Management LLC | History | No change | 7,926 | 1,102 | 0.24% | 0.24% | 455 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Diversified Trust Co | History | Reduced | 7,541 | 1,100 | 0.02% | 0.02% | 456 | -30 | -0.4% | Q1 2026 | Apr 16, 2026 |
| Vawter Financial, Ltd. | History | No change | 7,500 | 1,094 | 0.46% | 0.44% | 457 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 7,489 | 1,093 | 0.04% | 0.04% | 459 | -513 | -6.41% | Q1 2026 | May 14, 2026 |
| Thomasville National Bank | History | No change | 7,855 | 1,093 | 0.07% | 0.07% | 458 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 7,462 | 1,088 | 0.1% | 0.1% | 460 | +32 | 0.43% | Q1 2026 | Apr 13, 2026 |
| Capital Analysts, LLC | History | Reduced | 7,415 | 1,083 | 0.03% | 0.04% | 461 | -1,655 | -18.25% | Q1 2026 | May 14, 2026 |
| BIP Wealth, LLC | History | Reduced | 7,400 | 1,079 | 0.04% | 0.04% | 462 | -151 | -2.0% | Q1 2026 | Apr 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 7,392 | 1,078 | 0.0% | 0.0% | 463 | +6,938 | 1528.19% | Q1 2026 | May 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 7,447 | 1,076 | 0.07% | 0.05% | 464 | +164 | 2.25% | Q1 2026 | Apr 24, 2026 |
| StoneX Group Inc. | History | Added to | 7,354 | 1,073 | 0.06% | 0.04% | 465 | +1,449 | 24.54% | Q1 2026 | May 14, 2026 |
| Reality Financial Planning Services, LLC | History | Reduced | 7,310 | 1,066 | 1.03% | 1.02% | 466 | -332 | -4.34% | Q1 2026 | Apr 24, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | Reduced | 7,299 | 1,065 | 0.65% | 0.69% | 467 | -1,274 | -14.86% | Q1 2026 | Apr 08, 2026 |
| BCS Private Wealth Management, Inc. | History | No change | 7,290 | 1,063 | 0.32% | 0.35% | 468 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 7,264 | 1,060 | 0.18% | 0.17% | 469 | -121 | -1.64% | Q1 2026 | Apr 21, 2026 |
| Calamos Advisors LLC | History | New | 7,250 | 1,058 | 0.0% | — | 471 | +7,250 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Added to | 7,250 | 1,058 | 0.04% | 0.03% | 470 | +100 | 1.4% | Q1 2026 | May 04, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 7,213 | 1,052 | 0.03% | 0.03% | 472 | -87 | -1.19% | Q1 2026 | May 04, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 7,175 | 1,047 | 0.0% | 0.0% | 473 | -425 | -5.59% | Q1 2026 | Apr 24, 2026 |
| Curbstone Financial Management Corp | History | No change | 7,150 | 1,043 | 0.2% | 0.19% | 474 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 7,109 | 1,037 | 0.02% | 0.03% | 475 | -340 | -4.56% | Q1 2026 | May 15, 2026 |
| AMG National Trust Bank | History | Added to | 7,070 | 1,031 | 0.02% | 0.02% | 476 | +100 | 1.43% | Q1 2026 | May 04, 2026 |
| Forza Wealth Management, LLC | History | No change | 7,000 | 1,021 | 0.36% | 0.35% | 477 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MATHER GROUP, LLC. | History | Added to | 6,986 | 1,019 | 0.01% | 0.01% | 478 | +1,170 | 20.12% | Q1 2026 | Apr 13, 2026 |
| MidFirst Bank | History | Reduced | 6,978 | 1,018 | 0.08% | 0.1% | 479 | -2,357 | -25.25% | Q1 2026 | May 15, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 6,967 | 1,016 | 0.37% | 0.37% | 480 | -1,049 | -13.09% | Q1 2026 | May 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 6,956 | 1,015 | 0.02% | 0.02% | 481 | -1,421 | -16.96% | Q1 2026 | May 04, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 6,928 | 1,011 | 0.07% | 0.07% | 482 | +1 | 0.01% | Q1 2026 | Apr 10, 2026 |
| Parallel Advisors, LLC | History | Added to | 6,864 | 1,001 | 0.02% | 0.01% | 483 | +4,277 | 165.33% | Q1 2026 | May 07, 2026 |
| Wealth Care LLC | History | New | 6,858 | 1,000 | 0.89% | — | 484 | +6,858 | New | Q1 2026 | Apr 24, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 6,850 | 999 | 0.65% | 0.61% | 485 | +25 | 0.37% | Q1 2026 | Apr 24, 2026 |
| RMR Wealth Builders | History | Added to | 6,827 | 996 | 0.08% | 0.08% | 486 | +18 | 0.26% | Q1 2026 | Apr 22, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 7,133 | 992 | 0.13% | 0.13% | 487 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Addison Capital Co | History | Added to | 6,770 | 987 | 0.18% | 0.12% | 488 | +3,221 | 90.76% | Q1 2026 | Apr 29, 2026 |
| Forum Financial Management, LP | History | Reduced | 6,724 | 981 | 0.01% | 0.01% | 489 | -427 | -5.97% | Q1 2026 | Apr 23, 2026 |
| XTX Topco Ltd | History | Reduced | 6,713 | 979 | 0.02% | 0.03% | 490 | -2,222 | -24.87% | Q1 2026 | May 15, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 6,691 | 976 | 0.08% | 0.09% | 491 | -1,811 | -21.3% | Q1 2026 | May 07, 2026 |
| Kentucky Trust Co | History | Reduced | 6,675 | 974 | 0.51% | 0.52% | 493 | -330 | -4.71% | Q1 2026 | Apr 17, 2026 |
| NORDEN GROUP LLC | History | No change | 6,675 | 974 | 0.09% | 0.09% | 492 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Madrid Wealth Management, LLC | History | No change | 6,663 | 972 | 0.73% | 0.75% | 494 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| EVOKE WEALTH, LLC | History | No change | 6,579 | 960 | 0.02% | 0.02% | 495 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 6,460 | 957 | 0.2% | 0.22% | 496 | +295 | 4.79% | Q1 2026 | Apr 28, 2026 |
| BESSEMER GROUP INC | History | Reduced | 6,553 | 956 | 0.0% | 0.0% | 497 | -15,894 | -70.81% | Q1 2026 | May 06, 2026 |
| Curi Capital, LLC | History | Reduced | 6,555 | 956 | 0.02% | 0.02% | 498 | -484 | -6.88% | Q1 2026 | May 15, 2026 |
| STAR Financial Bank | History | Reduced | 6,541 | 954 | 0.45% | 0.49% | 499 | -308 | -4.5% | Q1 2026 | May 08, 2026 |
| Greenhouse Wealth Management, LLC | History | Added to | 6,510 | 950 | 0.59% | 0.53% | 500 | +17 | 0.26% | Q1 2026 | Apr 23, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 6,400 | 934 | 0.0% | — | 501 | +6,400 | New | Q1 2026 | May 14, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 6,369 | 929 | 0.01% | 0.01% | 502 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Investment Management Trust, LLC | History | New | 6,359 | 927 | 0.9% | — | 503 | +6,359 | New | Q1 2026 | Apr 24, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 6,583 | 916 | 0.03% | 0.03% | 504 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 6,261 | 913 | 0.18% | 0.21% | 505 | -1,047 | -14.33% | Q1 2026 | May 14, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 6,245 | 911 | 0.07% | 0.06% | 506 | +304 | 5.12% | Q1 2026 | May 04, 2026 |
| Indivisible Partners | History | Added to | 6,212 | 906 | 0.08% | 0.09% | 507 | +14 | 0.23% | Q1 2026 | Apr 30, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 6,203 | 905 | 0.05% | 0.05% | 508 | +29 | 0.47% | Q1 2026 | Apr 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 6,175 | 901 | 0.02% | 0.02% | 509 | -96 | -1.53% | Q1 2026 | Apr 13, 2026 |
| GEN Financial Management, INC. | History | No change | 6,163 | 899 | 0.56% | 0.54% | 510 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 6,149 | 897 | 0.11% | 0.1% | 511 | +2 | 0.03% | Q1 2026 | Apr 13, 2026 |
| SEMITAM BONAM LLC | History | No change | 6,090 | 888 | 0.73% | 0.71% | 512 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 6,070 | 885 | 0.1% | 0.1% | 513 | +25 | 0.41% | Q1 2026 | Apr 17, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 6,053 | 882 | 0.28% | 0.27% | 514 | -103 | -1.67% | Q1 2026 | May 14, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 6,042 | 881 | 0.14% | 0.15% | 515 | -326 | -5.12% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 6,042 | 881 | 0.01% | 0.01% | 516 | +7 | 0.12% | Q1 2026 | Apr 07, 2026 |
| AGF MANAGEMENT LTD | History | No change | 6,033 | 880 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Glassman Wealth Services | History | Reduced | 6,003 | 876 | 0.12% | 0.12% | 518 | -192 | -3.1% | Q1 2026 | May 04, 2026 |
| Intrua Financial, LLC | History | Reduced | 5,970 | 871 | 0.09% | 0.1% | 519 | -564 | -8.63% | Q1 2026 | Apr 23, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 5,961 | 869 | 0.05% | 0.06% | 520 | -662 | -10.0% | Q1 2026 | May 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 5,951 | 868 | 0.05% | 0.05% | 521 | +1 | 0.02% | Q1 2026 | Apr 20, 2026 |
| Altus Wealth Group LLC | History | Reduced | 5,938 | 866 | 0.35% | 0.49% | 522 | -2,863 | -32.53% | Q1 2026 | Apr 27, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 5,938 | 866 | 0.12% | 0.13% | 523 | -57 | -0.95% | Q1 2026 | May 08, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 5,904 | 861 | 0.44% | 0.34% | 524 | +162 | 2.82% | Q1 2026 | May 15, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 5,900 | 860 | 0.13% | 0.13% | 526 | +2 | 0.03% | Q1 2026 | Apr 22, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 5,956 | 860 | 0.03% | 0.02% | 525 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 5,835 | 851 | 0.05% | 0.04% | 527 | -89 | -1.5% | Q1 2026 | Apr 28, 2026 |
| Sunpointe, LLC | History | New | 5,826 | 850 | 0.28% | — | 528 | +5,826 | New | Q1 2026 | Apr 21, 2026 |
| Capstone Wealth Management Group LLC | History | Added to | 5,820 | 849 | 0.52% | 0.46% | 529 | +390 | 7.18% | Q1 2026 | Apr 16, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 5,779 | 843 | 0.02% | 0.02% | 530 | +24 | 0.42% | Q1 2026 | Apr 21, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 5,764 | 841 | 0.05% | 0.05% | 531 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| NewEdge Wealth, LLC | History | Added to | 5,751 | 839 | 0.01% | 0.01% | 532 | +580 | 11.22% | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 5,743 | 838 | 0.01% | 0.01% | 533 | -124 | -2.11% | Q1 2026 | May 13, 2026 |
| PEOPLES BANK /OH | History | Reduced | 5,738 | 837 | 0.51% | 0.54% | 534 | -576 | -9.12% | Q1 2026 | Apr 24, 2026 |
| Heritage Financial Services, LLC | History | No change | 6,015 | 837 | 0.07% | 0.07% | 535 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 5,707 | 832 | 0.01% | 0.01% | 536 | +28 | 0.49% | Q1 2026 | May 13, 2026 |
| NWAM LLC | History | Reduced | 5,667 | 827 | 0.05% | 0.05% | 537 | -85 | -1.48% | Q1 2026 | May 04, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 5,632 | 821 | 0.07% | 0.12% | 538 | -3,538 | -38.58% | Q1 2026 | May 04, 2026 |
| HRT FINANCIAL LP | History | New | 5,585 | 815 | 0.0% | — | 539 | +5,585 | New | Q1 2026 | May 14, 2026 |
| MWA Asset Management | History | Added to | 5,581 | 814 | 0.45% | 0.42% | 540 | +153 | 2.82% | Q1 2026 | May 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 5,572 | 813 | 0.02% | 0.02% | 541 | -147 | -2.57% | Q1 2026 | Apr 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 5,570 | 812 | 0.02% | 0.02% | 542 | -76 | -1.35% | Q1 2026 | May 11, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 5,558 | 811 | 0.08% | 0.07% | 543 | +474 | 9.32% | Q1 2026 | Apr 15, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Reduced | 5,559 | 811 | 0.37% | 0.35% | 544 | -84 | -1.49% | Q1 2026 | May 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 5,534 | 807 | 0.01% | 0.01% | 545 | +71 | 1.3% | Q1 2026 | Apr 20, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 5,772 | 803 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | New | 5,497 | 802 | 0.47% | — | 547 | +5,497 | New | Q1 2026 | May 13, 2026 |
| Moors & Cabot, Inc. | History | Added to | 5,478 | 799 | 0.03% | 0.03% | 548 | +11 | 0.2% | Q1 2026 | May 08, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 5,469 | 798 | 0.07% | 0.06% | 549 | -1,792 | -24.68% | Q1 2026 | May 14, 2026 |
| SAXON INTERESTS, INC. | History | No change | 5,428 | 792 | 0.27% | 0.26% | 550 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 5,421 | 791 | 0.45% | 0.36% | 551 | +829 | 18.05% | Q1 2026 | Apr 08, 2026 |
| Taylor Financial Group, Inc. | History | Reduced | 5,408 | 789 | 0.48% | 0.46% | 552 | -210 | -3.74% | Q1 2026 | May 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 5,406 | 788 | 0.01% | 0.01% | 553 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 5,396 | 787 | 0.08% | 0.08% | 554 | +74 | 1.39% | Q1 2026 | May 12, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 5,391 | 786 | 0.11% | 0.1% | 555 | -144 | -2.6% | Q1 2026 | May 15, 2026 |
| United Bank | History | Reduced | 5,361 | 782 | 0.26% | 0.26% | 556 | -134 | -2.44% | Q1 2026 | May 01, 2026 |
| MKT Advisors LLC | History | Reduced | 5,295 | 771 | 0.26% | 0.26% | 557 | -49 | -0.92% | Q1 2026 | Apr 10, 2026 |
| DECISION INVESTMENTS, INC | History | No change | 5,247 | 765 | 0.87% | 0.8% | 558 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 5,204 | 759 | 0.19% | 0.17% | 559 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 5,201 | 758 | 0.05% | 0.07% | 560 | -1,243 | -19.29% | Q1 2026 | Apr 17, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 5,191 | 757 | 0.23% | 0.21% | 561 | -4 | -0.08% | Q1 2026 | May 05, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | No change | 5,185 | 756 | 0.2% | 0.18% | 562 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 5,163 | 753 | 0.06% | 0.06% | 563 | -934 | -15.32% | Q1 2026 | Apr 15, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 5,522 | 749 | 0.24% | 0.15% | 564 | -131 | -2.32% | Q1 2026 | Apr 23, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 5,057 | 744 | 0.12% | 0.12% | 565 | -4 | -0.08% | Q1 2026 | Apr 23, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | No change | 5,093 | 743 | 0.11% | 0.1% | 566 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| One Capital Management, LLC | History | Reduced | 5,086 | 742 | 0.02% | 0.02% | 567 | -44 | -0.86% | Q1 2026 | May 12, 2026 |
| One Day In July LLC | History | No change | 5,078 | 741 | 0.06% | 0.06% | 568 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| North Star Investment Management Corp. | History | No change | 5,063 | 738 | 0.04% | 0.04% | 569 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| OneAscent Financial Services LLC | History | New | 5,050 | 736 | 0.04% | — | 570 | +5,050 | New | Q1 2026 | Apr 21, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Reduced | 5,036 | 734 | 0.32% | 0.32% | 571 | -82 | -1.6% | Q1 2026 | Apr 29, 2026 |
| Keystone Financial Group | History | Added to | 5,026 | 733 | 0.05% | 0.05% | 572 | +3 | 0.06% | Q1 2026 | May 13, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 5,003 | 730 | 0.24% | 0.19% | 573 | +207 | 4.32% | Q1 2026 | Apr 29, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 4,995 | 728 | 0.02% | 0.02% | 574 | -175 | -3.38% | Q1 2026 | Apr 24, 2026 |
| Cambridge Advisors Inc. | History | No change | 4,966 | 724 | 0.14% | 0.13% | 575 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 4,954 | 722 | 0.0% | — | 577 | +4,954 | New | Q1 2026 | May 15, 2026 |
| Intellus Advisors LLC | History | No change | 4,953 | 722 | 0.1% | 0.09% | 576 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Accredited Investors Inc. | History | Reduced | 4,945 | 721 | 0.04% | 0.04% | 578 | -30 | -0.6% | Q1 2026 | Apr 30, 2026 |
| Ferguson Johnson Wealth Management Inc | History | No change | 4,887 | 713 | 0.58% | 0.57% | 579 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 4,855 | 708 | 0.03% | 0.06% | 580 | +2,200 | 82.86% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Reduced | 4,835 | 705 | 0.0% | 0.0% | 581 | -107 | -2.17% | Q1 2026 | May 13, 2026 |
| Ransom Advisory, Ltd | History | No change | 5,065 | 704 | 0.28% | 0.28% | 582 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 4,797 | 700 | 0.02% | 0.01% | 583 | +285 | 6.32% | Q1 2026 | May 15, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 4,800 | 700 | 0.02% | 0.02% | 584 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 4,757 | 694 | 0.02% | 0.02% | 585 | -30 | -0.63% | Q1 2026 | May 06, 2026 |
| BURNS J W & CO INC/NY | History | Reduced | 4,748 | 692 | 0.08% | 0.08% | 586 | -259 | -5.17% | Q1 2026 | Apr 17, 2026 |
| Rossmore Private Capital | History | No change | 4,745 | 692 | 0.06% | 0.06% | 587 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Blue Trust, Inc. | History | Added to | 4,725 | 689 | 0.01% | 0.01% | 588 | +370 | 8.5% | Q1 2026 | Apr 20, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 4,715 | 688 | 0.05% | 0.05% | 590 | -1,145 | -19.54% | Q1 2026 | Apr 28, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 4,716 | 688 | 0.05% | 0.05% | 589 | -44 | -0.92% | Q1 2026 | May 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 4,688 | 684 | 0.11% | 0.1% | 592 | -518 | -9.95% | Q1 2026 | May 15, 2026 |
| Triangle Securities Wealth Management | History | Reduced | 4,689 | 684 | 0.16% | 0.14% | 591 | -164 | -3.38% | Q1 2026 | Apr 20, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | New | 4,682 | 683 | 0.17% | — | 593 | +4,682 | New | Q1 2026 | Apr 10, 2026 |
| Beacon Bank & Trust | History | Added to | 4,662 | 680 | 0.14% | 0.11% | 594 | +838 | 21.91% | Q1 2026 | Apr 28, 2026 |
| LexAurum Advisors, LLC | History | New | 4,657 | 679 | 0.09% | — | 596 | +4,657 | New | Q1 2026 | Apr 13, 2026 |
| Disciplined Investments, LLC | History | No change | 4,654 | 679 | 0.24% | 0.25% | 595 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sageworth Trust Co | History | No change | 4,637 | 676 | 0.03% | 0.03% | 597 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 4,637 | 676 | 0.01% | 0.01% | 598 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| RFG Advisory, LLC | History | Added to | 4,626 | 675 | 0.01% | 0.01% | 599 | +6 | 0.13% | Q1 2026 | Apr 17, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 4,603 | 671 | 0.04% | 0.04% | 600 | -456 | -9.01% | Q1 2026 | May 12, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 4,591 | 670 | 0.02% | 0.01% | 601 | +3,073 | 202.44% | Q1 2026 | Apr 27, 2026 |
| Everhart Financial Group, Inc. | History | No change | 4,588 | 669 | 0.06% | 0.06% | 602 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 4,577 | 667 | 0.05% | 0.04% | 603 | +4 | 0.09% | Q1 2026 | May 01, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 4,547 | 663 | 0.1% | 0.09% | 604 | +173 | 3.96% | Q1 2026 | Apr 16, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 4,531 | 661 | 0.04% | 0.04% | 605 | -230 | -4.83% | Q1 2026 | Apr 29, 2026 |
| 71 West Capital Partners | History | No change | 4,536 | 661 | 0.03% | 0.03% | 606 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 4,491 | 655 | 0.12% | 0.09% | 607 | +666 | 17.41% | Q1 2026 | Apr 29, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Reduced | 4,494 | 655 | 0.24% | 0.23% | 608 | -48 | -1.06% | Q1 2026 | May 18, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 4,486 | 654 | 0.04% | 0.04% | 610 | -76 | -1.67% | Q1 2026 | May 05, 2026 |
| KWMG, LLC | History | Added to | 4,488 | 654 | 0.05% | 0.05% | 609 | +48 | 1.08% | Q1 2026 | Apr 09, 2026 |
| SRH ADVISORS, LLC | History | No change | 4,460 | 650 | 0.19% | 0.18% | 611 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Investment Advisory Group, LLC | History | No change | 4,460 | 650 | 0.17% | 0.16% | 612 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Private Wealth Advisors, LLC | History | Added to | 4,442 | 648 | 0.18% | 0.2% | 613 | +13 | 0.29% | Q1 2026 | May 13, 2026 |
| Berkeley, Inc | History | Added to | 4,434 | 647 | 0.22% | 0.2% | 614 | +2 | 0.05% | Q1 2026 | Apr 24, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 4,420 | 645 | 0.08% | 0.12% | 615 | -2,489 | -36.03% | Q1 2026 | May 08, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 4,417 | 644 | 0.48% | 0.39% | 617 | +721 | 19.51% | Q1 2026 | Apr 20, 2026 |
| GM Advisory Group, LLC | History | Added to | 4,416 | 644 | 0.02% | 0.02% | 616 | +18 | 0.41% | Q1 2026 | Apr 28, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 4,392 | 640 | 0.04% | 0.03% | 618 | +401 | 10.05% | Q1 2026 | Apr 30, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 4,387 | 640 | 0.15% | 0.14% | 619 | -85 | -1.9% | Q1 2026 | Apr 17, 2026 |
| Compound Planning, Inc. | History | Added to | 4,358 | 636 | 0.02% | 0.02% | 620 | +3 | 0.07% | Q1 2026 | May 14, 2026 |
| Certified Advisory Corp | History | Reduced | 4,349 | 634 | 0.06% | 0.06% | 621 | -109 | -2.45% | Q1 2026 | Apr 17, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 4,284 | 625 | 0.04% | 0.04% | 623 | +329 | 8.32% | Q1 2026 | Apr 27, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 4,288 | 625 | 0.04% | 0.35% | 622 | +4 | 0.09% | Q1 2026 | Apr 16, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | No change | 4,299 | 620 | 0.58% | 0.58% | 624 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 4,242 | 619 | 0.05% | 0.05% | 625 | -127 | -2.91% | Q1 2026 | Apr 15, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 4,220 | 615 | 0.04% | 0.04% | 626 | -651 | -13.36% | Q1 2026 | Apr 16, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 4,217 | 615 | 0.34% | 0.32% | 627 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 4,207 | 613 | 0.17% | 0.16% | 628 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 4,207 | 613 | 0.21% | 0.19% | 629 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Martin Capital Partners, LLC | History | Reduced | 4,196 | 612 | 0.23% | 0.35% | 630 | -2,477 | -37.12% | Q1 2026 | Apr 07, 2026 |
| TICINO WEALTH | History | Reduced | 4,179 | 610 | 0.21% | 0.22% | 631 | -148 | -3.42% | Q1 2026 | Apr 22, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 4,151 | 605 | 0.02% | 0.02% | 632 | -59 | -1.4% | Q1 2026 | Apr 28, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 4,134 | 603 | 0.17% | 0.17% | 633 | -100 | -2.36% | Q1 2026 | May 12, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 4,115 | 600 | 0.02% | 0.02% | 634 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Holistic Financial Partners | History | Reduced | 4,110 | 599 | 0.22% | 0.21% | 635 | -7 | -0.17% | Q1 2026 | May 05, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 4,093 | 597 | 0.09% | 0.09% | 636 | -33 | -0.8% | Q1 2026 | Apr 13, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 4,027 | 596 | 0.08% | 0.09% | 638 | -211 | -4.98% | Q1 2026 | Apr 28, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 4,033 | 596 | 0.01% | 0.01% | 637 | +8 | 0.2% | Q1 2026 | May 11, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | New | 4,060 | 592 | 0.16% | — | 639 | +4,060 | New | Q1 2026 | Apr 09, 2026 |
| FULTON BANK, N.A. | History | Added to | 4,039 | 589 | 0.02% | 0.02% | 640 | +450 | 12.54% | Q1 2026 | Apr 24, 2026 |
| Key FInancial Inc | History | No change | 4,029 | 587 | 0.1% | 0.1% | 641 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 4,021 | 586 | 0.1% | 0.1% | 642 | -90 | -2.19% | Q1 2026 | May 12, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Reduced | 4,014 | 585 | 0.02% | 0.02% | 643 | -250 | -5.86% | Q1 2026 | Apr 24, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | History | Added to | 4,012 | 585 | 0.38% | 0.34% | 644 | +20 | 0.5% | Q1 2026 | May 11, 2026 |
| Ashford Advisors, LLC | History | No change | 4,000 | 583 | 0.14% | 0.12% | 645 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 3,993 | 582 | 0.49% | 0.47% | 646 | +23 | 0.58% | Q1 2026 | Apr 22, 2026 |
| Vise Technologies, Inc. | History | No change | 4,176 | 581 | 0.01% | 0.01% | 647 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 3,962 | 578 | 0.03% | 0.07% | 648 | -6,491 | -62.1% | Q1 2026 | May 18, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 3,956 | 577 | 0.13% | 0.11% | 649 | +687 | 21.02% | Q1 2026 | Apr 22, 2026 |
| DDD Partners, LLC | History | New | 3,938 | 574 | 0.04% | — | 650 | +3,938 | New | Q1 2026 | Apr 28, 2026 |
| Csenge Advisory Group | History | Added to | 3,933 | 573 | 0.03% | 0.02% | 651 | +31 | 0.79% | Q1 2026 | Apr 30, 2026 |
| Missouri Trust & Investment Co | History | Reduced | 3,900 | 569 | 0.17% | 0.17% | 652 | -260 | -6.25% | Q1 2026 | May 14, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Added to | 3,861 | 569 | 0.32% | 0.33% | 653 | +10 | 0.26% | Q1 2026 | Apr 17, 2026 |
| MCF Advisors LLC | History | Added to | 3,880 | 566 | 0.02% | 0.03% | 654 | +115 | 3.05% | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,874 | 565 | 0.05% | 0.05% | 655 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Asset Dedication, LLC | History | No change | 4,027 | 560 | 0.04% | 0.04% | 656 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 4,011 | 558 | 0.04% | 0.04% | 657 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| PATRON PARTNERS, LLC | History | Reduced | 3,806 | 555 | 0.25% | 0.24% | 659 | -139 | -3.52% | Q1 2026 | Apr 29, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 3,804 | 555 | 0.03% | 0.03% | 658 | -39 | -1.01% | Q1 2026 | May 13, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 3,806 | 555 | 0.27% | 0.26% | 660 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 3,786 | 552 | 0.06% | 0.05% | 662 | +12 | 0.32% | Q1 2026 | Apr 15, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | Added to | 3,782 | 552 | 0.05% | 0.05% | 661 | +2 | 0.05% | Q1 2026 | Apr 22, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 3,772 | 550 | 0.01% | 0.01% | 663 | -707 | -15.78% | Q1 2026 | May 08, 2026 |
| New Hampshire Trust | History | Added to | 3,775 | 550 | 0.11% | 0.1% | 665 | +66 | 1.78% | Q1 2026 | Apr 20, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 3,771 | 550 | 0.07% | 0.06% | 664 | -49 | -1.28% | Q1 2026 | Apr 23, 2026 |
| Modera Wealth Management, LLC | History | Added to | 3,762 | 549 | 0.01% | 0.01% | 666 | +5 | 0.13% | Q1 2026 | May 06, 2026 |
| TruNorth Capital Management, LLC | History | No change | 3,759 | 548 | 0.11% | 0.1% | 667 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| LRI Investments, LLC | History | No change | 3,743 | 546 | 0.05% | 0.04% | 668 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Apella Capital, LLC | History | Added to | 3,656 | 544 | 0.01% | 0.01% | 669 | +535 | 17.14% | Q1 2026 | Apr 20, 2026 |
| LS Investment Advisors, LLC | History | Reduced | 3,705 | 540 | 0.08% | 0.08% | 670 | -150 | -3.89% | Q1 2026 | Apr 20, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 3,702 | 540 | 0.1% | 0.1% | 671 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| M3 Advisory Group, LLC | History | Added to | 3,696 | 539 | 0.33% | 0.31% | 673 | +48 | 1.32% | Q1 2026 | Apr 22, 2026 |
| Rodgers & Associates, LTD | History | No change | 3,700 | 539 | 0.05% | 0.05% | 672 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 3,687 | 538 | 0.06% | 0.05% | 674 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 3,685 | 537 | 0.01% | 0.03% | 675 | -12,455 | -77.17% | Q1 2026 | May 12, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 3,678 | 536 | 0.0% | 0.0% | 676 | +382 | 11.59% | Q1 2026 | May 15, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 3,668 | 535 | 0.17% | 0.16% | 677 | -64 | -1.71% | Q1 2026 | Apr 16, 2026 |
| DARA CAPITAL US, INC. | History | No change | 3,660 | 534 | 0.51% | 0.45% | 678 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Truepoint, Inc. | History | Reduced | 3,617 | 527 | 0.01% | 0.02% | 679 | -1,552 | -30.03% | Q1 2026 | May 08, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 3,600 | 525 | 0.25% | 0.23% | 680 | +21 | 0.59% | Q1 2026 | Apr 15, 2026 |
| Ascentis Wealth Management, LLC | History | Reduced | 3,579 | 522 | 0.1% | 0.12% | 681 | -129 | -3.48% | Q1 2026 | Apr 28, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 3,535 | 515 | 0.18% | 0.16% | 682 | +131 | 3.85% | Q1 2026 | Apr 09, 2026 |
| TSFG, LLC | History | Reduced | 3,503 | 511 | 0.08% | 0.08% | 683 | -455 | -11.5% | Q1 2026 | Apr 27, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 3,469 | 506 | 0.16% | 0.14% | 684 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Emprise Bank | History | No change | 3,474 | 506 | 0.2% | 0.2% | 685 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HUB Investment Partners, LLC | History | Added to | 3,459 | 504 | 0.01% | 0.01% | 686 | +349 | 11.22% | Q1 2026 | May 15, 2026 |
| Magnus Financial Group LLC | History | Added to | 3,448 | 503 | 0.04% | 0.04% | 687 | +144 | 4.36% | Q1 2026 | Apr 10, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 3,405 | 502 | 0.15% | 0.16% | 688 | -145 | -4.08% | Q1 2026 | Apr 30, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 3,364 | 501 | 0.02% | 0.03% | 689 | -1,009 | -23.07% | Q1 2026 | Apr 24, 2026 |
| Arkos Global Advisors | History | No change | 3,398 | 496 | 0.06% | 0.06% | 690 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 3,389 | 494 | 0.08% | 0.11% | 691 | -1,498 | -30.65% | Q1 2026 | Apr 22, 2026 |
| Crewe Advisors LLC | History | Reduced | 3,347 | 488 | 0.04% | 0.04% | 692 | -20 | -0.59% | Q1 2026 | May 07, 2026 |
| Global Financial Private Client, LLC | History | No change | 3,344 | 488 | 0.16% | 0.16% | 693 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 3,341 | 487 | 0.01% | 0.01% | 694 | +55 | 1.67% | Q1 2026 | May 15, 2026 |
| Serenus Wealth Advisors, LLC | History | Added to | 3,322 | 484 | 0.1% | 0.09% | 695 | +3 | 0.09% | Q1 2026 | Apr 27, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 3,311 | 483 | 0.23% | 0.23% | 696 | +60 | 1.85% | Q1 2026 | May 15, 2026 |
| SkyOak Wealth, LLC | History | Added to | 3,308 | 482 | 0.09% | 0.08% | 697 | +170 | 5.42% | Q1 2026 | Apr 30, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 3,302 | 481 | 0.02% | 0.02% | 698 | -99 | -2.91% | Q1 2026 | May 07, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 3,328 | 480 | 0.02% | 0.02% | 700 | -1,005 | -23.19% | Q1 2026 | May 15, 2026 |
| Krilogy Financial LLC | History | No change | 3,252 | 480 | 0.02% | 0.02% | 699 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 3,284 | 479 | 0.03% | 0.03% | 702 | -66 | -1.97% | Q1 2026 | Apr 10, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Reduced | 3,286 | 479 | 0.07% | 0.06% | 701 | -64 | -1.91% | Q1 2026 | May 01, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 3,280 | 478 | 0.02% | 0.03% | 703 | +1,660 | 102.47% | Q1 2026 | May 15, 2026 |
| BSW Wealth Partners | History | Reduced | 3,273 | 477 | 0.06% | 0.06% | 704 | -167 | -4.85% | Q1 2026 | Apr 14, 2026 |
| M1 Capital Management LLC | History | Added to | 3,263 | 476 | 0.22% | 0.19% | 705 | +6 | 0.18% | Q1 2026 | May 08, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 3,259 | 475 | 0.05% | 0.05% | 706 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Performance Wealth Partners, LLC | History | Reduced | 3,251 | 474 | 0.01% | 0.01% | 707 | -220 | -6.34% | Q1 2026 | Apr 10, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 3,248 | 474 | 0.05% | 0.05% | 709 | -15 | -0.46% | Q1 2026 | Apr 23, 2026 |
| Values Added Financial LLC | History | No change | 3,252 | 474 | 0.2% | 0.19% | 708 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 3,230 | 471 | 0.03% | 0.03% | 710 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 3,200 | 467 | 0.0% | — | 712 | +3,200 | New | Q1 2026 | May 12, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 3,203 | 467 | 0.01% | 0.01% | 711 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 3,199 | 466 | 0.01% | 0.01% | 713 | -1,026 | -24.28% | Q1 2026 | May 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 3,159 | 461 | 0.01% | 0.01% | 714 | +1,421 | 81.76% | Q1 2026 | Apr 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 3,158 | 460 | 0.01% | 0.01% | 716 | -65 | -2.02% | Q1 2026 | May 15, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 3,310 | 460 | 0.03% | 0.03% | 715 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Fortitude Family Office, LLC | History | No change | 3,155 | 460 | 0.1% | 0.1% | 717 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Lakewood Asset Management LLC | History | No change | 3,156 | 460 | 0.29% | 0.26% | 718 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | No change | 3,151 | 459 | 0.13% | 0.13% | 719 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Smith & Howard Wealth Management, LLC | History | No change | 3,141 | 458 | 0.1% | 0.1% | 720 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Payne Capital Management, LLC | History | Reduced | 3,138 | 457 | 0.14% | 0.25% | 723 | -2,536 | -44.7% | Q1 2026 | May 08, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 3,132 | 457 | 0.07% | 0.07% | 722 | +181 | 6.13% | Q1 2026 | Apr 30, 2026 |
| Secure Asset Management, LLC | History | Reduced | 3,132 | 457 | 0.07% | 0.07% | 721 | -4 | -0.13% | Q1 2026 | Apr 09, 2026 |
| Creekside Partners | History | Added to | 3,126 | 456 | 0.19% | 0.18% | 724 | +10 | 0.32% | Q1 2026 | Apr 21, 2026 |
| PW Nova Financial Services LLC | History | Reduced | 3,108 | 453 | 0.11% | 0.17% | 726 | -16 | -0.51% | Q1 2026 | Apr 15, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 3,104 | 453 | 0.03% | 0.03% | 725 | +9 | 0.29% | Q1 2026 | May 05, 2026 |
| MAYPORT, LLC | History | Added to | 3,100 | 452 | 0.08% | 0.06% | 728 | +900 | 40.91% | Q1 2026 | Apr 21, 2026 |
| Clarity Wealth Advisors, LLC | History | Reduced | 3,098 | 452 | 0.09% | 0.09% | 727 | -24 | -0.77% | Q1 2026 | Apr 24, 2026 |
| Financially Speaking Inc | History | Reduced | 3,082 | 449 | 2.18% | 0.29% | 731 | -159 | -4.91% | Q1 2026 | Apr 07, 2026 |
| Midwest Financial Group LLC | History | Added to | 3,080 | 449 | 0.19% | 0.19% | 730 | +19 | 0.62% | Q1 2026 | Apr 22, 2026 |
| EQUITABLE TRUST CO | History | No change | 3,078 | 449 | 0.02% | 0.02% | 729 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 3,061 | 446 | 0.08% | 0.08% | 732 | -118 | -3.71% | Q1 2026 | Apr 29, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 3,043 | 444 | 0.03% | 0.02% | 733 | +212 | 7.49% | Q1 2026 | May 05, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 3,042 | 443 | 0.32% | 0.32% | 734 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 3,030 | 442 | 0.15% | 0.13% | 735 | +271 | 9.82% | Q1 2026 | Apr 09, 2026 |
| ASSETMARK, INC | History | Reduced | 3,017 | 440 | 0.0% | 0.0% | 736 | -41 | -1.34% | Q1 2026 | May 06, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 3,014 | 440 | 0.0% | 0.0% | 737 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WESCAP Management Group, Inc. | History | No change | 3,013 | 439 | 0.09% | 0.08% | 738 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ICONIQ Capital, LLC | History | Added to | 3,006 | 438 | 0.01% | 0.01% | 739 | +1 | 0.03% | Q1 2026 | May 14, 2026 |
| Archer Investment Corp | History | Added to | 3,001 | 437 | 0.09% | 0.09% | 740 | +17 | 0.57% | Q1 2026 | May 04, 2026 |
| Roundview Capital LLC | History | Reduced | 2,987 | 435 | 0.03% | 0.03% | 741 | -1 | -0.03% | Q1 2026 | May 08, 2026 |
| Andrews Advisory Associates, LLC | History | Added to | 2,978 | 434 | 0.23% | 0.22% | 742 | +1 | 0.03% | Q1 2026 | May 14, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 2,955 | 431 | 0.07% | 0.07% | 743 | -42 | -1.4% | Q1 2026 | May 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 2,936 | 428 | 0.0% | 0.0% | 744 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Legacy Trust | History | No change | 2,928 | 427 | 0.08% | 0.08% | 745 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Clear Trail Advisors, LLC | History | Added to | 2,922 | 426 | 0.07% | 0.09% | 747 | +37 | 1.28% | Q1 2026 | Apr 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,892 | 426 | 0.01% | 0.01% | 746 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 2,915 | 425 | 0.03% | 0.03% | 748 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 2,910 | 424 | 0.04% | 0.04% | 749 | -7 | -0.24% | Q1 2026 | Apr 07, 2026 |
| HEADINVEST, LLC | History | No change | 2,905 | 423 | 0.09% | 0.08% | 750 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | Added to | 2,895 | 422 | 0.08% | 0.07% | 751 | +25 | 0.87% | Q1 2026 | May 08, 2026 |
| Acropolis Investment Management, LLC | History | No change | 2,885 | 421 | 0.02% | 0.02% | 752 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| River Wealth Advisors LLC | History | No change | 2,874 | 419 | 0.05% | 0.04% | 753 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 3,018 | 419 | 0.02% | 0.02% | 754 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 2,863 | 417 | 0.02% | 0.02% | 755 | -295 | -9.34% | Q1 2026 | Apr 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 2,847 | 415 | 0.01% | 0.01% | 756 | +5 | 0.18% | Q1 2026 | May 06, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 2,845 | 415 | 0.19% | 0.19% | 757 | +2 | 0.07% | Q1 2026 | Apr 08, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 2,843 | 414 | 0.16% | 0.2% | 759 | -795 | -21.85% | Q1 2026 | May 14, 2026 |
| King Wealth Management Group | History | No change | 2,836 | 414 | 0.05% | 0.05% | 758 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Obermeyer Wealth Partners | History | No change | 2,830 | 413 | 0.02% | 0.02% | 760 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,820 | 411 | 0.02% | 0.02% | 761 | +112 | 4.14% | Q1 2026 | Apr 17, 2026 |
| Round Rock Advisors LLC | History | No change | 2,808 | 409 | 0.06% | 0.06% | 762 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 2,802 | 408 | 0.11% | 0.12% | 763 | -185 | -6.19% | Q1 2026 | Apr 15, 2026 |
| Lynx Investment Advisory | History | New | 2,780 | 405 | 0.19% | — | 766 | +2,780 | New | Q1 2026 | Apr 24, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 2,776 | 405 | 0.02% | 0.02% | 764 | -15 | -0.54% | Q1 2026 | May 12, 2026 |
| Maridea Wealth Management LLC | History | No change | 2,777 | 405 | 0.06% | 0.06% | 765 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 2,772 | 404 | 0.15% | 0.01% | 767 | +2,630 | 1852.11% | Q1 2026 | May 11, 2026 |
| Sowell Financial Services LLC | History | Reduced | 2,762 | 403 | 0.01% | 0.02% | 768 | -519 | -15.82% | Q1 2026 | Apr 20, 2026 |
| Gen-Wealth Partners Inc | History | No change | 2,757 | 402 | 0.13% | 0.12% | 769 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 2,759 | 402 | 0.06% | 0.06% | 770 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Financial Partners Group, Inc | History | Added to | 2,753 | 401 | 0.05% | 0.04% | 771 | +394 | 16.7% | Q1 2026 | Apr 10, 2026 |
| Veridan Wealth LLC | History | Added to | 2,748 | 401 | 0.15% | 0.13% | 772 | +16 | 0.59% | Q1 2026 | May 15, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 2,743 | 400 | 0.03% | 0.02% | 773 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,734 | 399 | 0.01% | 0.01% | 774 | +24 | 0.89% | Q1 2026 | Apr 27, 2026 |
| Revisor Wealth Management LLC | History | No change | 2,740 | 399 | 0.11% | 0.11% | 775 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Global Assets Advisory, LLC | History | New | 5,244 | 397 | 0.11% | — | 777 | +5,244 | New | Q1 2026 | May 01, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | No change | 2,724 | 397 | 0.22% | 0.21% | 776 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 2,720 | 396 | 0.01% | 0.01% | 778 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 2,687 | 392 | 0.06% | 0.08% | 782 | -984 | -26.8% | Q1 2026 | May 04, 2026 |
| Provident Wealth Management, LLC | History | Added to | 2,689 | 392 | 0.12% | 0.11% | 781 | +11 | 0.41% | Q1 2026 | Apr 17, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2,692 | 392 | 0.02% | 0.02% | 779 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| S.E.E.D. Planning Group LLC | History | No change | 2,687 | 392 | 0.11% | 0.11% | 780 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Realta Investment Advisors | History | Reduced | 2,681 | 391 | 0.14% | 0.14% | 785 | -349 | -11.52% | Q1 2026 | Apr 22, 2026 |
| WEST BANCORPORATION INC | History | No change | 2,685 | 391 | 0.2% | 0.2% | 783 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Pictet North America Advisors SA | History | No change | 2,682 | 391 | 0.04% | 0.04% | 784 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Approach Retirement Advisors, LLC | History | No change | 2,680 | 391 | 0.33% | 0.32% | 786 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Iron Gate Global Advisors LLC | History | No change | 2,678 | 390 | 0.04% | 0.04% | 787 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 2,659 | 388 | 0.04% | 0.04% | 788 | -166 | -5.88% | Q1 2026 | Apr 28, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 2,661 | 388 | 0.02% | 0.02% | 789 | +2 | 0.08% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | No change | 2,660 | 388 | 0.02% | 0.02% | 790 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 2,650 | 387 | 0.21% | 0.21% | 791 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 2,640 | 385 | 0.02% | — | 793 | +2,640 | New | Q1 2026 | Apr 22, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 2,640 | 385 | 0.02% | 0.01% | 792 | +1,050 | 66.04% | Q1 2026 | Apr 29, 2026 |
| Berger Financial Group, Inc | History | Reduced | 2,626 | 383 | 0.02% | 0.02% | 794 | -2 | -0.08% | Q1 2026 | Apr 28, 2026 |
| KPP Advisory Services LLC | History | Reduced | 2,617 | 381 | 0.06% | 0.05% | 795 | -69 | -2.57% | Q1 2026 | Apr 24, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 2,600 | 379 | 0.01% | 0.01% | 796 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AIRE ADVISORS, LLC | History | No change | 2,600 | 379 | 0.07% | 0.07% | 797 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 2,591 | 378 | 0.05% | 0.05% | 798 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 2,590 | 377 | 0.08% | 0.08% | 800 | -50 | -1.89% | Q1 2026 | May 11, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 2,580 | 377 | 0.03% | 0.02% | 799 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BXM Wealth LLC | History | No change | 2,570 | 375 | 0.29% | 0.28% | 801 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Modern Wealth Management, LLC | History | Added to | 2,556 | 372 | 0.01% | 0.01% | 802 | +174 | 7.3% | Q1 2026 | May 14, 2026 |
| Resolute Wealth Strategies, LLC | History | Added to | 2,543 | 371 | 0.16% | 0.15% | 803 | +7 | 0.28% | Q1 2026 | May 07, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 2,536 | 370 | 0.08% | 0.08% | 804 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Goldstein Advisors, LLC | History | Added to | 2,534 | 369 | 0.04% | 0.03% | 806 | +674 | 36.24% | Q1 2026 | Apr 28, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 2,528 | 369 | 0.09% | 0.07% | 805 | +520 | 25.9% | Q1 2026 | Apr 20, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 2,508 | 366 | 0.03% | 0.06% | 807 | -3,309 | -56.88% | Q1 2026 | Apr 27, 2026 |
| Factor Wealth Management LTD | History | New | 2,514 | 366 | 0.07% | — | 808 | +2,514 | New | Q1 2026 | Apr 20, 2026 |
| Vertex Planning Partners, LLC | History | No change | 2,505 | 365 | 0.07% | 0.08% | 809 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 2,500 | 364 | 0.03% | 0.03% | 810 | -300 | -10.71% | Q1 2026 | Apr 28, 2026 |
| Cross Staff Investments Inc | History | No change | 2,496 | 364 | 0.18% | 0.19% | 811 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 2,493 | 363 | 0.01% | 0.01% | 812 | -55 | -2.16% | Q1 2026 | Apr 09, 2026 |
| BECK MACK & OLIVER LLC | History | No change | 2,483 | 362 | 0.01% | 0.01% | 813 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 2,474 | 361 | 0.02% | 0.02% | 815 | -96 | -3.74% | Q1 2026 | May 14, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Added to | 2,480 | 361 | 0.19% | 0.18% | 816 | +15 | 0.61% | Q1 2026 | Apr 20, 2026 |
| RiverFront Investment Group, LLC | History | No change | 2,478 | 361 | 0.01% | 0.01% | 814 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hoffman, Alan N Investment Management | History | No change | 2,471 | 360 | 0.24% | 0.19% | 817 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 2,466 | 359 | 0.08% | 0.08% | 818 | +97 | 4.09% | Q1 2026 | May 05, 2026 |
| Apollon Financial, LLC | History | Reduced | 2,462 | 359 | 0.05% | 0.05% | 819 | -49 | -1.95% | Q1 2026 | Apr 22, 2026 |
| Shepherd Street Advisors LLC | History | No change | 2,460 | 359 | 0.35% | 0.33% | 820 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Harfst & Associates, Inc. | History | Reduced | 2,450 | 357 | 0.06% | 0.07% | 821 | -245 | -9.09% | Q1 2026 | May 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 2,448 | 357 | 0.03% | 0.02% | 823 | +6 | 0.25% | Q1 2026 | May 12, 2026 |
| Element Wealth, LLC | History | No change | 2,453 | 357 | 0.15% | 0.14% | 822 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 2,444 | 356 | 0.0% | 0.0% | 824 | +754 | 44.62% | Q1 2026 | Apr 27, 2026 |
| YANKCOM Partnership | History | Reduced | 2,442 | 356 | 0.15% | 0.16% | 825 | -273 | -10.06% | Q1 2026 | Apr 20, 2026 |
| Veltria Advisors Corp. | History | Added to | 2,391 | 355 | 1.18% | 1.3% | 828 | +349 | 17.09% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 2,434 | 355 | 0.03% | 0.02% | 827 | -79 | -3.14% | Q1 2026 | May 05, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 2,437 | 355 | 0.01% | 0.01% | 826 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 2,433 | 354 | 0.02% | 0.02% | 829 | -599 | -19.76% | Q1 2026 | Apr 27, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 2,425 | 353 | 0.02% | 0.01% | 831 | +39 | 1.63% | Q1 2026 | Apr 21, 2026 |
| Mainstream Capital Management LLC | History | Reduced | 2,420 | 353 | 0.24% | 0.22% | 833 | -20 | -0.82% | Q1 2026 | Apr 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,423 | 353 | 0.03% | 0.03% | 830 | +15 | 0.62% | Q1 2026 | Apr 14, 2026 |
| Oak Asset Management, LLC | History | No change | 2,425 | 353 | 0.12% | 0.11% | 832 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TCTC Holdings, LLC | History | No change | 2,399 | 350 | 0.01% | 0.01% | 834 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Keel Point, LLC | History | No change | 2,513 | 349 | 0.02% | 0.02% | 835 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clarius Group, LLC | History | No change | 2,509 | 349 | 0.02% | 0.02% | 836 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 2,386 | 348 | 0.0% | 0.0% | 837 | +115 | 5.06% | Q1 2026 | May 15, 2026 |
| Redwood Park Advisors LLC | History | Added to | 2,380 | 347 | 0.23% | 0.22% | 838 | +2 | 0.08% | Q1 2026 | May 04, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 2,375 | 346 | 0.13% | 0.16% | 839 | -525 | -18.1% | Q1 2026 | Apr 23, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 2,372 | 346 | 0.21% | 0.21% | 840 | -94 | -3.81% | Q1 2026 | Apr 22, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 2,361 | 345 | 0.02% | 0.02% | 841 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bernardo Wealth Planning LLC | History | No change | 2,358 | 344 | 0.07% | 0.06% | 842 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 2,351 | 343 | 0.14% | 0.14% | 843 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 2,332 | 340 | 0.03% | 0.03% | 844 | -97 | -3.99% | Q1 2026 | Apr 30, 2026 |
| United Advisor Group, LLC | History | No change | 2,324 | 339 | 0.04% | 0.04% | 845 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CGN Advisors LLC | History | Reduced | 2,319 | 338 | 0.03% | 0.03% | 846 | -216 | -8.52% | Q1 2026 | Apr 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 2,312 | 337 | 0.02% | 0.03% | 848 | -485 | -17.34% | Q1 2026 | May 14, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 2,315 | 337 | 0.05% | 0.04% | 847 | +3 | 0.13% | Q1 2026 | Apr 15, 2026 |
| Greenspring Advisors, LLC | History | No change | 2,310 | 337 | 0.02% | 0.02% | 849 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 2,310 | 337 | 0.07% | 0.07% | 850 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 2,297 | 335 | 0.01% | 0.01% | 851 | -650 | -22.06% | Q1 2026 | May 13, 2026 |
| Intelligence Driven Advisers, LLC | History | Added to | 2,297 | 335 | 0.06% | 0.05% | 852 | +13 | 0.57% | Q1 2026 | May 15, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 2,293 | 334 | 0.03% | 0.04% | 853 | -987 | -30.09% | Q1 2026 | May 04, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 2,293 | 334 | 0.03% | 0.03% | 854 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 2,285 | 333 | 0.04% | 0.04% | 855 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 2,284 | 333 | 0.02% | 0.02% | 856 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 2,274 | 331 | 0.23% | 0.2% | 857 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HM PAYSON & CO | History | No change | 2,261 | 329 | 0.0% | 0.0% | 858 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 2,256 | 329 | 0.01% | 0.01% | 859 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DAVIDSON TRUST CO | History | No change | 2,261 | 329 | 0.14% | 0.13% | 860 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 2,203 | 328 | 0.13% | 0.13% | 861 | +6 | 0.27% | Q1 2026 | Apr 27, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 2,239 | 326 | 0.02% | 0.03% | 862 | -711 | -24.1% | Q1 2026 | Apr 08, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 2,226 | 324 | 0.02% | 0.02% | 863 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Goelzer Investment Management, Inc. | History | New | 2,202 | 321 | 0.02% | — | 865 | +2,202 | New | Q1 2026 | Apr 09, 2026 |
| Narus Financial Partners, LLC | History | No change | 2,200 | 321 | 0.08% | 0.08% | 864 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Leo Wealth, LLC | History | Added to | 2,190 | 319 | 0.02% | 0.02% | 866 | +13 | 0.6% | Q1 2026 | May 05, 2026 |
| Gotham Asset Management, LLC | History | New | 2,179 | 318 | 0.0% | — | 869 | +2,179 | New | Q1 2026 | May 15, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 2,183 | 318 | 0.22% | 0.23% | 868 | +1 | 0.05% | Q1 2026 | May 12, 2026 |
| CHEMUNG CANAL TRUST CO | History | No change | 2,184 | 318 | 0.06% | 0.06% | 867 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 2,174 | 317 | 0.02% | 0.02% | 870 | -8 | -0.37% | Q1 2026 | May 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 2,166 | 316 | 0.01% | 0.01% | 871 | +4 | 0.19% | Q1 2026 | Apr 15, 2026 |
| ADVISORY RESEARCH INC | History | Added to | 2,164 | 315 | 0.04% | 0.03% | 872 | +421 | 24.15% | Q1 2026 | May 14, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 2,154 | 314 | 0.01% | 0.02% | 873 | -4,022 | -65.12% | Q1 2026 | May 07, 2026 |
| Citizens Business Bank | History | No change | 2,157 | 314 | 0.05% | 0.05% | 874 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 2,139 | 312 | 0.07% | 0.06% | 876 | +32 | 1.52% | Q1 2026 | May 13, 2026 |
| Gainplan LLC | History | No change | 2,139 | 312 | 0.23% | 0.11% | 875 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 2,136 | 311 | 0.01% | 0.01% | 877 | +80 | 3.89% | Q1 2026 | May 01, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 2,125 | 310 | 0.0% | 0.0% | 879 | -31 | -1.44% | Q1 2026 | May 14, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 2,129 | 310 | 0.05% | 0.05% | 878 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Covenant Asset Management, LLC | History | No change | 2,123 | 309 | 0.05% | 0.03% | 880 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 2,114 | 308 | 0.12% | 0.12% | 881 | +4 | 0.19% | Q1 2026 | May 01, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 2,109 | 307 | 0.03% | 0.03% | 882 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Colonial Trust Co / SC | History | No change | 2,108 | 307 | 0.04% | 0.04% | 883 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Procyon Advisors, LLC | History | No change | 2,101 | 306 | 0.01% | 0.01% | 884 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WJ Financial Advisors LLC | History | No change | 2,094 | 305 | 0.25% | 0.26% | 885 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 2,079 | 303 | 0.02% | 0.02% | 886 | -91 | -4.19% | Q1 2026 | May 14, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 2,082 | 303 | 0.04% | 0.04% | 887 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CAP Partners, LLC | History | New | 2,075 | 302 | 0.17% | — | 889 | +2,075 | New | Q1 2026 | Apr 28, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 2,074 | 302 | 0.04% | 0.04% | 888 | +2 | 0.1% | Q1 2026 | May 04, 2026 |
| McDonough Capital Management, Inc | History | Added to | 2,064 | 301 | 0.16% | 0.14% | 891 | +12 | 0.58% | Q1 2026 | May 13, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 2,168 | 301 | 0.22% | 0.22% | 890 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Avant Financial Advisors LLC | History | No change | 2,065 | 301 | 0.21% | 0.21% | 892 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Versant Capital Management, Inc | History | No change | 2,057 | 300 | 0.03% | 0.04% | 893 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Ascentis Independent Advisors | History | New | 2,045 | 298 | 0.02% | — | 895 | +2,045 | New | Q1 2026 | Apr 28, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 2,042 | 298 | 0.2% | 0.2% | 894 | +2 | 0.1% | Q1 2026 | Apr 23, 2026 |
| Fortune Financial Advisors, LLC | History | Reduced | 2,041 | 297 | 0.15% | 0.21% | 896 | -175 | -7.9% | Q1 2026 | Apr 30, 2026 |
| Reynders McVeigh Capital Management, LLC | History | Reduced | 2,026 | 296 | 0.01% | 0.03% | 898 | -2,291 | -53.07% | Q1 2026 | Apr 27, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 2,035 | 296 | 0.0% | 0.0% | 897 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VANGUARD ADVISERS INC | History | New | 2,026 | 295 | 0.0% | — | 901 | +2,026 | New | Q1 2026 | May 08, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 2,025 | 295 | 0.02% | 0.02% | 899 | -123 | -5.73% | Q1 2026 | Apr 16, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 2,013 | 295 | 0.02% | 0.02% | 900 | -28 | -1.37% | Q1 2026 | Apr 20, 2026 |
| OFS Enterprise LLC | History | New | 2,017 | 294 | 0.09% | — | 903 | +2,017 | New | Q1 2026 | Apr 09, 2026 |
| EPG Wealth Management LLC | History | Added to | 2,016 | 294 | 0.08% | 0.08% | 902 | +4 | 0.2% | Q1 2026 | May 07, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 2,011 | 293 | 0.03% | 0.03% | 906 | -150 | -6.94% | Q1 2026 | Apr 23, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Reduced | 2,013 | 293 | 0.19% | 0.19% | 905 | -30 | -1.47% | Q1 2026 | May 13, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 2,012 | 293 | 0.06% | 0.06% | 907 | +12 | 0.6% | Q1 2026 | Apr 16, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 2,009 | 293 | 0.01% | 0.01% | 904 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 2,000 | 291 | 0.04% | 0.03% | 908 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | No change | 1,999 | 291 | 0.02% | 0.02% | 909 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Plancorp, LLC | History | Added to | 1,975 | 290 | 0.01% | 0.01% | 910 | +12 | 0.61% | Q1 2026 | Apr 14, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 1,985 | 289 | 0.03% | 0.04% | 911 | -519 | -20.73% | Q1 2026 | Apr 24, 2026 |
| Caldwell Trust Co | History | Reduced | 1,974 | 288 | 0.03% | 0.02% | 912 | -21 | -1.05% | Q1 2026 | Apr 22, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 1,970 | 287 | 0.08% | 0.08% | 913 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| L.K. Benson & Company, P.C. | History | No change | 1,968 | 287 | 0.09% | 0.14% | 914 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | No change | 1,900 | 285 | 0.1% | 0.1% | 915 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 1,948 | 284 | 0.01% | 0.01% | 916 | -187 | -8.76% | Q1 2026 | May 06, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 1,951 | 284 | 0.17% | 0.16% | 917 | -36 | -1.81% | Q1 2026 | Apr 22, 2026 |
| Family Legacy, Inc. | History | Reduced | 1,940 | 283 | 0.09% | 0.08% | 918 | -55 | -2.76% | Q1 2026 | May 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 2,034 | 283 | 0.01% | 0.01% | 919 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Straight Path Wealth Management | History | No change | 1,933 | 282 | 0.08% | 0.07% | 920 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Core Wealth Management, Inc. | History | No change | 1,937 | 282 | 0.09% | 0.08% | 921 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Community Bank & Trust, Waco, Texas | History | No change | 1,918 | 280 | 0.06% | 0.05% | 922 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Oldfather Financial Services, LLC | History | No change | 2,007 | 279 | 0.08% | 0.08% | 923 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Summit Wealth Partners, LLC | History | New | 1,908 | 278 | 0.04% | — | 924 | +1,908 | New | Q1 2026 | Apr 17, 2026 |
| Formidable Asset Management, LLC | History | No change | 1,991 | 277 | 0.04% | 0.04% | 925 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Baugh & Associates, LLC | History | No change | 1,900 | 277 | 0.12% | 0.13% | 926 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Friday Financial | History | No change | 1,902 | 277 | 0.1% | 0.09% | 927 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| WoodTrust Financial Corp | History | No change | 1,894 | 276 | 0.04% | 0.03% | 928 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Pacific Point Advisors, LLC | History | No change | 1,896 | 276 | 0.15% | 0.14% | 929 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 1,885 | 275 | 0.04% | 0.04% | 930 | +3 | 0.16% | Q1 2026 | Apr 09, 2026 |
| CITY HOLDING CO | History | Added to | 1,881 | 274 | 0.03% | 0.02% | 931 | +509 | 37.1% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Reduced | 1,883 | 274 | 0.13% | 0.14% | 932 | -194 | -9.34% | Q1 2026 | Apr 14, 2026 |
| Essex Bank | History | Reduced | 1,875 | 273 | 0.06% | 0.06% | 933 | -23 | -1.21% | Q1 2026 | Apr 17, 2026 |
| Western Reserve Capital Management, LLC | History | Added to | 1,868 | 272 | 0.22% | 0.23% | 934 | +105 | 5.96% | Q1 2026 | Apr 27, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 1,851 | 270 | 0.03% | — | 938 | +1,851 | New | Q1 2026 | Apr 23, 2026 |
| WFA of San Diego, LLC | History | Reduced | 1,853 | 270 | 0.22% | 0.28% | 936 | -899 | -32.67% | Q1 2026 | May 11, 2026 |
| Invst, LLC | History | Reduced | 1,856 | 270 | 0.03% | 0.03% | 937 | -147 | -7.34% | Q1 2026 | May 13, 2026 |
| HOWE & RUSLING INC | History | Reduced | 1,853 | 270 | 0.02% | 0.02% | 935 | -96 | -4.93% | Q1 2026 | Apr 28, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 1,844 | 269 | 0.02% | 0.02% | 939 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| GODSEY & GIBB, INC | History | Added to | 1,838 | 268 | 0.02% | 0.02% | 940 | +70 | 3.96% | Q1 2026 | Apr 20, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,836 | 267 | 0.0% | 0.0% | 941 | -336 | -15.47% | Q1 2026 | May 08, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 1,835 | 267 | 0.03% | 0.03% | 942 | +3 | 0.16% | Q1 2026 | May 05, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | New | 1,825 | 266 | 0.01% | — | 945 | +1,825 | New | Q1 2026 | Apr 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 1,823 | 266 | 0.0% | 0.0% | 943 | +211 | 13.09% | Q1 2026 | May 11, 2026 |
| Selby Wealth Management, LLC | History | No change | 1,827 | 266 | 0.1% | 0.1% | 944 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 1,819 | 265 | 0.03% | 0.03% | 946 | -182 | -9.1% | Q1 2026 | May 05, 2026 |
| Worth Asset Management, LLC | History | Reduced | 1,819 | 265 | 0.1% | 0.11% | 949 | -38 | -2.05% | Q1 2026 | Apr 17, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 1,820 | 265 | 0.0% | 0.0% | 947 | -15 | -0.82% | Q1 2026 | Apr 10, 2026 |
| WestHill Financial Advisors, Inc. | History | No change | 1,822 | 265 | 0.05% | 0.05% | 948 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 1,815 | 264 | 0.02% | 0.02% | 950 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Quaker Wealth Management, LLC | History | No change | 1,811 | 264 | 0.08% | 0.08% | 951 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Center For Asset Management LLC | History | No change | 1,810 | 264 | 0.13% | 0.13% | 952 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BAILARD, INC. | History | Added to | 1,806 | 263 | 0.01% | 0.0% | 953 | +213 | 13.37% | Q1 2026 | May 11, 2026 |
| Harbor Group, Inc. | History | Added to | 1,802 | 263 | 0.04% | 0.04% | 954 | +1 | 0.06% | Q1 2026 | Apr 10, 2026 |
| Point72 Asset Management, L.P. | History | New | 1,800 | 262 | 0.0% | — | 957 | +1,800 | New | Q1 2026 | May 15, 2026 |
| Old North State Wealth Management, LLC | History | Reduced | 1,796 | 262 | 0.12% | 0.13% | 956 | -135 | -6.99% | Q1 2026 | Apr 17, 2026 |
| Rodgers Brothers Inc. | History | No change | 1,800 | 262 | 0.03% | 0.03% | 955 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 1,791 | 261 | 0.03% | 0.06% | 958 | -1,420 | -44.22% | Q1 2026 | May 15, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 1,794 | 261 | 0.02% | 0.03% | 959 | -746 | -29.37% | Q1 2026 | May 14, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 1,789 | 261 | 0.02% | 0.02% | 960 | -50 | -2.72% | Q1 2026 | Apr 20, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 1,786 | 260 | 0.07% | 0.07% | 963 | +3 | 0.17% | Q1 2026 | Apr 17, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 1,787 | 260 | 0.02% | 0.02% | 961 | +2 | 0.11% | Q1 2026 | Apr 29, 2026 |
| Foster Group, Inc. | History | No change | 1,784 | 260 | 0.01% | 0.01% | 962 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Advisors Capital Management, LLC | History | Added to | 1,767 | 257 | 0.0% | 0.0% | 964 | +160 | 9.96% | Q1 2026 | May 01, 2026 |
| Bison Wealth, LLC | History | No change | 1,754 | 257 | 0.02% | 0.03% | 965 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | New | 1,756 | 256 | 0.02% | — | 967 | +1,756 | New | Q1 2026 | May 13, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 1,756 | 256 | 0.03% | 0.03% | 966 | -13 | -0.73% | Q1 2026 | Apr 23, 2026 |
| Fiduciary Group, LLC | History | Reduced | 1,748 | 255 | 0.02% | 0.02% | 969 | -150 | -7.9% | Q1 2026 | May 11, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 1,750 | 255 | 0.02% | 0.02% | 968 | -130 | -6.91% | Q1 2026 | Apr 17, 2026 |
| Wallace Advisory Group, LLC | History | Added to | 1,753 | 255 | 0.27% | 0.25% | 970 | +4 | 0.23% | Q1 2026 | Apr 21, 2026 |
| GDS Wealth Management | History | No change | 1,753 | 255 | 0.02% | 0.02% | 971 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Berkeley Capital Partners, LLC | History | New | 1,724 | 251 | 0.06% | — | 972 | +1,724 | New | Q1 2026 | May 06, 2026 |
| Asset One Wealth Management LLC | History | New | 1,696 | 251 | 0.03% | — | 973 | +1,696 | New | Q1 2026 | May 12, 2026 |
| Smith Salley Wealth Management | History | No change | 1,717 | 250 | 0.01% | 0.01% | 974 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Financial Insights, Inc. | History | No change | 1,714 | 250 | 0.08% | 0.08% | 975 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 1,712 | 249 | 0.1% | 0.13% | 976 | -555 | -24.48% | Q1 2026 | Apr 22, 2026 |
| TRB Wealth Management, LLC | History | New | 1,701 | 248 | 0.04% | — | 977 | +1,701 | New | Q1 2026 | May 14, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 1,698 | 247 | 0.06% | 0.2% | 980 | +160 | 10.4% | Q1 2026 | May 12, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 1,695 | 247 | 0.0% | 0.0% | 978 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kathmere Capital Management, LLC | History | No change | 1,699 | 247 | 0.02% | 0.02% | 979 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| EJMK Ventures LLC | History | Reduced | 1,681 | 245 | 0.14% | 0.21% | 984 | -791 | -32.0% | Q1 2026 | Apr 24, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 1,679 | 245 | 0.01% | 0.01% | 982 | -100 | -5.62% | Q1 2026 | May 14, 2026 |
| Signature Wealth Management Group | History | No change | 1,680 | 245 | 0.09% | 0.09% | 981 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 1,679 | 245 | 0.03% | 0.03% | 983 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Chancellor Financial Group WB LP | History | Added to | 1,657 | 241 | 0.17% | 0.15% | 986 | +50 | 3.11% | Q1 2026 | May 14, 2026 |
| Seneca House Advisors | History | Added to | 1,657 | 241 | 0.1% | 0.09% | 985 | +10 | 0.61% | Q1 2026 | May 01, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Reduced | 1,645 | 240 | 0.02% | 0.02% | 988 | -72 | -4.19% | Q1 2026 | Apr 22, 2026 |
| Cypress Capital Group | History | No change | 1,650 | 240 | 0.03% | 0.03% | 987 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,639 | 239 | 0.0% | — | 989 | +1,639 | New | Q1 2026 | May 14, 2026 |
| Xcel Wealth Management, LLC | History | New | 1,638 | 239 | 0.07% | — | 990 | +1,638 | New | Q1 2026 | Apr 21, 2026 |
| Busey Bank | History | Added to | 1,634 | 238 | 0.01% | 0.01% | 992 | +133 | 8.86% | Q1 2026 | Apr 28, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 1,635 | 238 | 0.0% | 0.0% | 991 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Trilogy Capital Inc. | History | Added to | 1,629 | 237 | 0.01% | 0.01% | 994 | +27 | 1.69% | Q1 2026 | Apr 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,624 | 237 | 0.01% | 0.01% | 993 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 1,621 | 236 | 0.03% | 0.04% | 995 | -537 | -24.88% | Q1 2026 | May 13, 2026 |
| Carson Advisory Inc. | History | Reduced | 1,622 | 236 | 0.12% | 0.13% | 997 | -243 | -13.03% | Q1 2026 | May 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 1,620 | 236 | 0.01% | 0.01% | 996 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SHP Wealth Management | History | Reduced | 1,610 | 235 | 0.02% | 0.02% | 999 | -23 | -1.41% | Q1 2026 | May 08, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 1,694 | 235 | 0.02% | 0.02% | 998 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 1,615 | 235 | 0.02% | 0.02% | 1000 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 1,600 | 234 | 0.15% | 0.16% | 1001 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Shoker Investment Counsel, Inc. | History | Added to | 1,601 | 233 | 0.07% | 0.07% | 1003 | +3 | 0.19% | Q1 2026 | May 11, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 1,600 | 233 | 0.01% | 0.01% | 1002 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 1,600 | 233 | 0.05% | 0.05% | 1004 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,603 | 233 | 0.02% | 0.02% | 1005 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Strata Wealth Advisors, LLC | History | No change | 1,600 | 233 | 0.06% | 0.06% | 1006 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 1,589 | 231 | 0.06% | 0.06% | 1008 | +84 | 5.58% | Q1 2026 | May 05, 2026 |
| Brio Consultants, LLC | History | Added to | 1,559 | 231 | 0.03% | 0.03% | 1007 | +3 | 0.19% | Q1 2026 | May 06, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 1,526 | 228 | 0.05% | 0.05% | 1009 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | No change | 1,562 | 227 | 0.05% | 0.04% | 1010 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| KLCM Advisors, Inc. | History | No change | 1,559 | 227 | 0.02% | 0.02% | 1011 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Financial Alternatives, Inc | History | No change | 1,549 | 226 | 0.12% | 0.12% | 1012 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 1,551 | 226 | 0.02% | 0.02% | 1013 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Diversified Enterprises, LLC | History | No change | 1,551 | 226 | 0.01% | 0.01% | 1014 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Squared Financial LLC | History | Reduced | 1,546 | 225 | 0.17% | 0.26% | 1015 | -865 | -35.88% | Q1 2026 | May 01, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 1,525 | 222 | 0.04% | 0.04% | 1016 | -100 | -6.15% | Q1 2026 | Apr 28, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 1,600 | 222 | 0.07% | 0.07% | 1017 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Charter Oak Capital Management, LLC | History | No change | 1,516 | 221 | 0.02% | 0.02% | 1018 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Apriem Advisors | History | No change | 1,508 | 220 | 0.02% | 0.02% | 1019 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WEALTH EFFECTS LLC | History | No change | 1,510 | 220 | 0.08% | 0.07% | 1020 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BARCLAYS PLC | History | New | 1,500 | 218 | 0.0% | — | 1026 | +1,500 | New | Q1 2026 | May 14, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 1,500 | 218 | 0.02% | 0.02% | 1022 | -37 | -2.41% | Q1 2026 | May 06, 2026 |
| Bensler, LLC | History | Added to | 1,495 | 218 | 0.02% | 0.02% | 1024 | +7 | 0.47% | Q1 2026 | May 01, 2026 |
| Sequent Asset Management, LLC | History | No change | 1,570 | 218 | 0.1% | 0.1% | 1021 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| True Link Financial Advisors, LLC | History | No change | 1,500 | 218 | 0.01% | 0.01% | 1023 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 1,500 | 218 | 0.02% | 0.02% | 1025 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Stokes Family Office, LLC | History | No change | 1,490 | 217 | 0.02% | 0.02% | 1027 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cambridge Financial Group, LLC | History | No change | 1,493 | 217 | 0.07% | 0.07% | 1028 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ICW Investment Advisors LLC | History | Added to | 1,484 | 216 | 0.08% | 0.07% | 1029 | +9 | 0.61% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | New | 1,474 | 215 | 0.0% | — | 1033 | +1,474 | New | Q1 2026 | Apr 16, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 1,480 | 215 | 0.01% | 0.01% | 1031 | -195 | -11.64% | Q1 2026 | May 04, 2026 |
| Summit Asset Management, LLC | History | No change | 1,475 | 215 | 0.03% | 0.03% | 1030 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Wrenne Financial Planning LLC | History | No change | 1,480 | 215 | 0.08% | 0.08% | 1032 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 1,473 | 214 | 0.03% | 0.05% | 1035 | -321 | -17.89% | Q1 2026 | Apr 10, 2026 |
| Global Wealth Management, LLC | History | Added to | 1,470 | 214 | 0.12% | 0.11% | 1036 | +8 | 0.55% | Q1 2026 | Apr 16, 2026 |
| BANTAMAC CAPITAL, LLC | History | No change | 1,470 | 214 | 0.12% | 0.1% | 1034 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Oxler Private Wealth LLC | History | Reduced | 1,460 | 213 | 0.07% | 0.06% | 1037 | -12 | -0.82% | Q1 2026 | Apr 28, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 1,457 | 212 | 0.01% | 0.01% | 1038 | +8 | 0.55% | Q1 2026 | May 15, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 1,478 | 212 | 0.01% | 0.01% | 1039 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 1,448 | 211 | 0.02% | 0.02% | 1040 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TCI Wealth Advisors, Inc. | History | New | 1,434 | 209 | 0.01% | — | 1043 | +1,434 | New | Q1 2026 | Apr 27, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 1,437 | 209 | 0.02% | 0.02% | 1041 | -268 | -15.72% | Q1 2026 | Apr 09, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 1,435 | 209 | 0.03% | 0.03% | 1042 | -148 | -9.35% | Q1 2026 | May 11, 2026 |
| Transcendent Capital Group LLC | History | New | 1,430 | 208 | 0.09% | — | 1044 | +1,430 | New | Q1 2026 | Apr 27, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | New | 1,418 | 206 | 0.16% | — | 1046 | +1,418 | New | Q1 2026 | Apr 28, 2026 |
| Financial Concepts Unlimited, Inc. | History | New | 1,415 | 206 | 0.18% | — | 1047 | +1,415 | New | Q1 2026 | May 05, 2026 |
| MTM Investment Management, LLC | History | No change | 1,415 | 206 | 0.07% | 0.06% | 1045 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Millennium Capital Advisors, LLC | History | New | 1,408 | 205 | 0.13% | — | 1051 | +1,408 | New | Q1 2026 | May 11, 2026 |
| Stanich Group LLC | History | New | 1,407 | 205 | 0.16% | — | 1049 | +1,407 | New | Q1 2026 | Apr 15, 2026 |
| Campbell Deegan Wealth Management, LLC | History | New | 1,406 | 205 | 0.16% | — | 1050 | +1,406 | New | Q1 2026 | May 08, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 1,409 | 205 | 0.03% | 0.04% | 1048 | -180 | -11.33% | Q1 2026 | May 01, 2026 |
| Beacon Financial Advisory LLC | History | New | 1,400 | 204 | 0.05% | — | 1054 | +1,400 | New | Q1 2026 | Apr 27, 2026 |
| Hopwood Financial Services, Inc. | History | New | 1,400 | 204 | 0.14% | — | 1056 | +1,400 | New | Q1 2026 | May 07, 2026 |
| Accretive Wealth Partners, LLC | History | New | 1,399 | 204 | 0.06% | — | 1055 | +1,399 | New | Q1 2026 | Apr 22, 2026 |
| Bangor Savings Bank | History | Reduced | 1,402 | 204 | 0.02% | 0.02% | 1052 | -21 | -1.48% | Q1 2026 | Apr 01, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,400 | 204 | 0.06% | 0.06% | 1053 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Fermata Advisors, LLC | History | New | 1,393 | 203 | 0.05% | — | 1058 | +1,393 | New | Q1 2026 | Apr 08, 2026 |
| Nilsine Partners, LLC | History | New | 1,371 | 203 | 0.02% | — | 1059 | +1,371 | New | Q1 2026 | Apr 29, 2026 |
| Bridgewater Advisors Inc. | History | No change | 1,386 | 203 | 0.01% | 0.01% | 1057 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ranch Capital Advisors Inc. | History | New | 1,385 | 202 | 0.07% | — | 1060 | +1,385 | New | Q1 2026 | May 06, 2026 |
| Blue Chip Partners, LLC | History | New | 1,381 | 201 | 0.01% | — | 1062 | +1,381 | New | Q1 2026 | May 15, 2026 |
| LongView Asset Management LLC | History | No change | 1,451 | 201 | 0.14% | 0.14% | 1061 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 1,342 | 195 | 0.07% | 0.06% | 1063 | -13 | -0.96% | Q1 2026 | Apr 03, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 1,337 | 195 | 0.02% | 0.02% | 1064 | +7 | 0.53% | Q1 2026 | Apr 17, 2026 |
| WealthShield Partners, LLC | History | Reduced | 1,335 | 194 | 0.02% | 0.02% | 1065 | -49 | -3.54% | Q1 2026 | May 01, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 1,300 | 189 | 0.01% | 0.01% | 1066 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 1,286 | 188 | 0.09% | 0.09% | 1067 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Luken Investment Analytics, LLC | History | No change | 1,287 | 187 | 0.07% | 0.07% | 1068 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BALLAST ADVISORS LLC | History | No change | 1,271 | 185 | 0.05% | 0.05% | 1069 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| United Community Bank | History | Reduced | 1,250 | 182 | 0.06% | 0.07% | 1070 | -143 | -10.27% | Q1 2026 | Apr 24, 2026 |
| John A. Wolfe & Associates, Inc. | History | New | 1,240 | 180 | 0.28% | — | 1071 | +1,240 | New | Q1 2026 | May 04, 2026 |
| Hurley Capital, LLC | History | Added to | 1,233 | 179 | 0.1% | 0.1% | 1072 | +5 | 0.41% | Q1 2026 | May 06, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 1,214 | 177 | 0.04% | 0.04% | 1073 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Napier Financial, LLC | History | New | 1,187 | 173 | 0.04% | — | 1074 | +1,187 | New | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,180 | 172 | 0.01% | 0.01% | 1075 | -12 | -1.01% | Q1 2026 | Apr 07, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 1,139 | 166 | 0.01% | — | 1076 | +1,139 | New | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,137 | 165 | 0.01% | 0.01% | 1077 | +14 | 1.25% | Q1 2026 | Apr 24, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,091 | 159 | 0.05% | 0.05% | 1078 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 1,085 | 158 | 0.03% | 0.02% | 1079 | +328 | 43.33% | Q1 2026 | May 11, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 1,078 | 157 | 0.46% | 0.42% | 1080 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 1,047 | 152 | 0.01% | 0.01% | 1081 | +6 | 0.58% | Q1 2026 | Apr 20, 2026 |
| Costello Asset Management, INC | History | New | 1,037 | 151 | 0.05% | — | 1082 | +1,037 | New | Q1 2026 | Apr 30, 2026 |
| Seneschal Advisors, LLC | History | No change | 1,001 | 146 | 0.11% | 0.1% | 1083 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Osbon Capital Management LLC | History | New | 1,000 | 145 | 0.12% | — | 1087 | +1,000 | New | Q1 2026 | May 15, 2026 |
| Operose Advisors LLC | History | Reduced | 994 | 145 | 0.03% | 0.03% | 1085 | -81 | -7.53% | Q1 2026 | May 12, 2026 |
| Mechanics Financial Corp | History | No change | 1,000 | 145 | 0.06% | 0.05% | 1084 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,000 | 145 | 0.02% | 0.02% | 1086 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 990 | 144 | 0.05% | 0.06% | 1088 | -198 | -16.67% | Q1 2026 | May 05, 2026 |
| Investment Research & Advisory Group, Inc. | History | Reduced | 982 | 143 | 0.05% | 0.05% | 1089 | -25 | -2.48% | Q1 2026 | Apr 20, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 970 | 141 | 0.12% | 0.12% | 1091 | +1 | 0.1% | Q1 2026 | May 11, 2026 |
| NVWM, LLC | History | No change | 969 | 141 | 0.03% | 0.03% | 1090 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Anchor Investment Management, LLC | History | Added to | 956 | 139 | 0.01% | 0.01% | 1092 | +250 | 35.41% | Q1 2026 | May 01, 2026 |
| GKV Capital Management Co., Inc. | History | New | 1,000 | 135 | 0.07% | — | 1094 | +1,000 | New | Q1 2026 | May 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 929 | 135 | 0.02% | 0.02% | 1093 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 900 | 131 | 0.02% | 0.02% | 1095 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rice Partnership, LLC | History | Reduced | 894 | 130 | 0.02% | 0.02% | 1096 | -310 | -25.75% | Q1 2026 | May 07, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 890 | 129 | 0.0% | 0.0% | 1097 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TD Capital Management LLC | History | Added to | 869 | 126 | 0.01% | 0.01% | 1098 | +5 | 0.58% | Q1 2026 | May 11, 2026 |
| Horizons Wealth Management | History | No change | 850 | 124 | 0.08% | 0.08% | 1099 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| IAG Wealth Partners, LLC | History | No change | 815 | 118 | 0.01% | 0.01% | 1100 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Quent Capital, LLC | History | No change | 812 | 118 | 0.01% | 0.01% | 1101 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 807 | 117 | 0.07% | 0.01% | 1102 | +707 | 707.0% | Q1 2026 | May 13, 2026 |
| Oakworth Capital, Inc. | History | Added to | 776 | 113 | 0.01% | 0.0% | 1103 | +470 | 153.59% | Q1 2026 | Apr 24, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 770 | 112 | 0.0% | 0.0% | 1104 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Citizens National Bank Trust Department | History | No change | 768 | 112 | 0.02% | 0.02% | 1105 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 765 | 111 | 0.01% | 0.01% | 1106 | +115 | 17.69% | Q1 2026 | Apr 23, 2026 |
| BankPlus Trust Department | History | No change | 765 | 111 | 0.03% | 0.03% | 1107 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 749 | 109 | 0.01% | 0.0% | 1108 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Reduced | 741 | 108 | 0.04% | 0.1% | 1110 | -1,200 | -61.82% | Q1 2026 | Apr 27, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 743 | 108 | 0.0% | 0.0% | 1109 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Hughes Financial Services, LLC | History | No change | 745 | 108 | 0.02% | 0.02% | 1111 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 732 | 106 | 0.01% | 0.0% | 1112 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Activest Wealth Management | History | No change | 728 | 106 | 0.02% | 0.02% | 1113 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 757 | 105 | 0.0% | 0.0% | 1114 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wagner Wealth Management, LLC | History | No change | 716 | 104 | 0.02% | 0.02% | 1115 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 712 | 103 | 0.08% | 0.08% | 1116 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 690 | 100 | 0.01% | 0.02% | 1117 | -400 | -36.7% | Q1 2026 | May 11, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 680 | 99 | 0.04% | 0.04% | 1118 | +30 | 4.62% | Q1 2026 | May 05, 2026 |
| GoalVest Advisory LLC | History | No change | 685 | 99 | 0.02% | 0.02% | 1119 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Hilltop National Bank | History | Reduced | 677 | 98 | 0.02% | 0.03% | 1120 | -165 | -19.6% | Q1 2026 | Apr 02, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 653 | 95 | 0.01% | 0.01% | 1121 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MGB Wealth Management, LLC | History | No change | 688 | 95 | 0.03% | 0.03% | 1122 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 648 | 94 | 0.07% | 0.08% | 1123 | -15 | -2.26% | Q1 2026 | Apr 07, 2026 |
| Main Street Group, LTD | History | New | 632 | 92 | 0.03% | — | 1124 | +632 | New | Q1 2026 | May 06, 2026 |
| Providence Capital Advisors, LLC | History | Reduced | 628 | 91 | 0.01% | 0.03% | 1126 | -814 | -56.45% | Q1 2026 | May 14, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Reduced | 622 | 91 | 0.02% | 0.03% | 1125 | -215 | -25.69% | Q1 2026 | Apr 29, 2026 |
| PETERSON WEALTH MANAGEMENT | History | New | 621 | 90 | 0.05% | — | 1127 | +621 | New | Q1 2026 | May 15, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 616 | 89 | 0.07% | 0.08% | 1128 | +4 | 0.65% | Q1 2026 | Apr 02, 2026 |
| NFSG Corp | History | No change | 598 | 87 | 0.01% | 0.01% | 1129 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Peck Wealth Management, LLC | History | No change | 600 | 87 | 0.09% | 0.08% | 1130 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 593 | 86 | 0.02% | 0.02% | 1131 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Burk Holdings LLC | History | New | 586 | 85 | 0.04% | — | 1133 | +586 | New | Q1 2026 | May 07, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 586 | 85 | 0.03% | 0.03% | 1132 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Grove Bank & Trust | History | No change | 582 | 84 | 0.01% | 0.01% | 1134 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SYM FINANCIAL Corp | History | New | 553 | 80 | 0.01% | — | 1135 | +553 | New | Q1 2026 | May 08, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 545 | 79 | 0.08% | 0.07% | 1136 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SIMA Wealth Partners, LLC | History | New | 537 | 78 | 0.06% | — | 1137 | +537 | New | Q1 2026 | May 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 529 | 77 | 0.01% | 0.01% | 1138 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Piscataqua Savings Bank | History | No change | 515 | 75 | 0.05% | 0.05% | 1139 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 507 | 74 | 0.01% | 0.01% | 1140 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 506 | 73 | 0.01% | 0.01% | 1141 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 505 | 73 | 0.04% | 0.04% | 1142 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | Reduced | 500 | 72 | 0.01% | 0.02% | 1144 | -135 | -21.26% | Q1 2026 | Apr 22, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 495 | 72 | 0.02% | 0.02% | 1143 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Synergy Investment Management, LLC | History | New | 488 | 71 | 0.02% | — | 1145 | +488 | New | Q1 2026 | May 14, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 475 | 70 | 0.04% | 0.03% | 1146 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Clearstead Trust, LLC | History | No change | 475 | 69 | 0.01% | 0.01% | 1147 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 418 | 61 | 0.0% | 0.0% | 1148 | -14,362 | -97.17% | Q1 2026 | May 12, 2026 |
| Cetera Trust Company, N.A | History | No change | 414 | 60 | 0.03% | 0.03% | 1149 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Key Capital Management, INC | History | New | 411 | 59 | 0.04% | — | 1151 | +411 | New | Q1 2026 | May 07, 2026 |
| Financial Perspectives, Inc | History | Added to | 406 | 59 | 0.02% | 0.02% | 1150 | +3 | 0.74% | Q1 2026 | May 11, 2026 |
| Financial Life Planners | History | New | 403 | 58 | 0.04% | — | 1154 | +403 | New | Q1 2026 | Apr 24, 2026 |
| DAGCO, INC. | History | No change | 400 | 58 | 0.01% | 0.01% | 1152 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 404 | 58 | 0.04% | 0.05% | 1153 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| EASTERN BANK | History | No change | 382 | 55 | 0.0% | 0.0% | 1155 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Bogart Wealth, LLC | History | New | 370 | 54 | 0.0% | — | 1158 | +370 | New | Q1 2026 | Apr 28, 2026 |
| JDM Financial Group LLC | History | No change | 372 | 54 | 0.02% | 0.02% | 1156 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| WHI TRUST Co LLC | History | No change | 371 | 54 | 0.04% | 0.04% | 1157 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Evergreen Advisors, LLC | History | New | 366 | 53 | 0.01% | — | 1160 | +366 | New | Q1 2026 | May 05, 2026 |
| Capital Investment Counsel, Inc | History | No change | 370 | 53 | 0.01% | 0.01% | 1159 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| City State Bank | History | No change | 358 | 52 | 0.01% | 0.01% | 1161 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| United Financial Planning Group LLC | History | Added to | 355 | 51 | 0.03% | 0.01% | 1165 | +255 | 255.0% | Q1 2026 | May 08, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 352 | 51 | 0.01% | 0.01% | 1162 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Morling Financial Advisors, LLC | History | No change | 353 | 51 | 0.02% | 0.02% | 1163 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Kilter Group LLC | History | No change | 350 | 51 | 0.02% | 0.02% | 1164 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Nemes Rush Group LLC | History | No change | 337 | 49 | 0.0% | 0.0% | 1166 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bare Financial Services, Inc | History | No change | 342 | 49 | 0.01% | 0.01% | 1167 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Crews Bank & Trust | History | No change | 327 | 47 | 0.01% | 0.01% | 1168 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 315 | 45 | 0.0% | 0.0% | 1169 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 325 | 45 | 0.01% | 0.01% | 1170 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 294 | 42 | 0.02% | 0.04% | 1172 | -400 | -57.64% | Q1 2026 | May 14, 2026 |
| West Financial Advisors, LLC | History | No change | 294 | 42 | 0.01% | 0.01% | 1171 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 283 | 41 | 0.0% | 0.0% | 1174 | -100 | -26.11% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | No change | 287 | 41 | 0.0% | 0.0% | 1173 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 278 | 40 | 0.01% | 0.01% | 1175 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 275 | 40 | 0.02% | 0.02% | 1176 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 268 | 39 | 0.01% | 0.01% | 1177 | +1 | 0.37% | Q1 2026 | May 01, 2026 |
| Vision Retirement, LLC | History | No change | 266 | 38 | 0.01% | 0.01% | 1178 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Wall Street Financial Group, Inc. | History | New | 255 | 37 | 0.02% | — | 1183 | +255 | New | Q1 2026 | May 05, 2026 |
| Palouse Capital Management, Inc. | History | Reduced | 257 | 37 | 0.02% | 0.04% | 1179 | -177 | -40.78% | Q1 2026 | Apr 24, 2026 |
| Clark Wealth Partners | History | Added to | 257 | 37 | 0.02% | 0.02% | 1182 | +2 | 0.78% | Q1 2026 | May 11, 2026 |
| Founders Capital Management | History | No change | 260 | 37 | 0.02% | 0.02% | 1180 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ORG Partners LLC | History | No change | 270 | 37 | 0.01% | 0.01% | 1181 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Avion Wealth | History | No change | 248 | 36 | 0.01% | 0.01% | 1184 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Addison Advisors LLC | History | No change | 250 | 36 | 0.01% | 0.01% | 1185 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SYNTAX RESEARCH, INC. | History | No change | 250 | 36 | 0.02% | 0.02% | 1186 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 250 | 36 | 0.0% | 0.0% | 1187 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Friedenthal Financial | History | No change | 240 | 35 | 0.02% | 0.02% | 1188 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Noble Wealth Management PBC | History | No change | 241 | 35 | 0.02% | 0.02% | 1189 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| SouthState Bank Corp | History | Reduced | 239 | 34 | 0.0% | 0.0% | 1190 | -301 | -55.74% | Q1 2026 | May 05, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 235 | 34 | 0.01% | — | 1193 | +235 | New | Q1 2026 | Apr 20, 2026 |
| Silicon Valley Capital Partners | History | Added to | 234 | 34 | 0.0% | 0.0% | 1191 | +1 | 0.43% | Q1 2026 | May 19, 2026 |
| Ankerstar Wealth, LLC | History | No change | 237 | 34 | 0.04% | 0.03% | 1192 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Colonial Trust Advisors | History | Added to | 226 | 32 | 0.0% | 0.0% | 1195 | +2 | 0.89% | Q1 2026 | May 12, 2026 |
| Perkins Coie Trust Co | History | No change | 225 | 32 | 0.01% | 0.01% | 1194 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Tower View Wealth Management LLC | History | Added to | 216 | 31 | 0.02% | 0.01% | 1196 | +1 | 0.47% | Q1 2026 | Apr 20, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 215 | 31 | 0.01% | 0.01% | 1197 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 217 | 31 | 0.02% | 0.02% | 1198 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Strategic Wealth Partners, Ltd. | History | New | 200 | 29 | 0.0% | — | 1200 | +200 | New | Q1 2026 | May 12, 2026 |
| ATWOOD & PALMER INC | History | No change | 200 | 29 | 0.0% | 0.0% | 1199 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 193 | 28 | 0.0% | — | 1203 | +193 | New | Q1 2026 | Apr 16, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 194 | 28 | 0.01% | 0.01% | 1201 | -23 | -10.6% | Q1 2026 | Apr 03, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 203 | 28 | 0.01% | 0.01% | 1202 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| COUNTRY TRUST BANK | History | New | 184 | 26 | 0.0% | — | 1209 | +184 | New | Q1 2026 | Apr 10, 2026 |
| McIlrath & Eck, LLC | History | No change | 181 | 26 | 0.0% | 0.0% | 1204 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Pflug Koory, LLC | History | No change | 185 | 26 | 0.01% | 0.01% | 1205 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 181 | 26 | 0.0% | 0.0% | 1206 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| American Capital Advisory, LLC | History | No change | 180 | 26 | 0.01% | 0.01% | 1207 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Longview Financial Advisors LLC | History | No change | 182 | 26 | 0.01% | 0.01% | 1208 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 178 | 25 | 0.0% | 0.0% | 1210 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 174 | 25 | 0.0% | 0.0% | 1211 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 170 | 24 | 0.0% | 0.0% | 1213 | -80 | -32.0% | Q1 2026 | May 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 171 | 24 | 0.01% | 0.01% | 1212 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 170 | 24 | 0.01% | 0.02% | 1214 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 158 | 23 | 0.0% | 0.0% | 1215 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BAYBAN | History | No change | 158 | 23 | 0.02% | 0.02% | 1216 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Abound Wealth Management | History | No change | 151 | 22 | 0.0% | 0.0% | 1217 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| High Point Wealth Management, LLC | History | New | 150 | 21 | 0.02% | — | 1220 | +150 | New | Q1 2026 | Apr 08, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 150 | 21 | 0.01% | 0.01% | 1218 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Signature Equity Partners, LLC | History | No change | 150 | 21 | 0.01% | 0.01% | 1219 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 135 | 19 | 0.01% | 0.01% | 1221 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NorthAvenue LLC | History | No change | 134 | 19 | 0.02% | 0.01% | 1222 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CVA Family Office, LLC | History | No change | 125 | 18 | 0.0% | 0.0% | 1223 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 117 | 16 | 0.0% | — | 1226 | +117 | New | Q1 2026 | May 12, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Added to | 114 | 16 | 0.0% | 0.0% | 1225 | +1 | 0.88% | Q1 2026 | May 14, 2026 |
| Register Financial Advisors LLC | History | No change | 110 | 16 | 0.01% | 0.01% | 1224 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| 10Elms LLP | History | New | 105 | 15 | 0.01% | — | 1231 | +105 | New | Q1 2026 | May 15, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 108 | 15 | 0.01% | 0.01% | 1230 | +1 | 0.93% | Q1 2026 | May 13, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 105 | 15 | 0.0% | 0.0% | 1227 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 106 | 15 | 0.0% | 0.0% | 1228 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 103 | 15 | 0.0% | 0.0% | 1229 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| RMG Wealth Management LLC | History | New | 100 | 14 | 0.0% | — | 1237 | +100 | New | Q1 2026 | May 14, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 96 | 14 | 0.0% | 0.0% | 1233 | -12 | -11.11% | Q1 2026 | May 06, 2026 |
| ST GERMAIN D J CO INC | History | No change | 101 | 14 | 0.0% | 0.0% | 1232 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 100 | 14 | 0.02% | 0.02% | 1234 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Millstone Evans Group, LLC | History | No change | 102 | 14 | 0.01% | 0.01% | 1235 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 100 | 14 | 0.0% | 0.0% | 1236 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | No change | 86 | 12 | 0.0% | 0.0% | 1238 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FIDUCIARY ADVISORS, INC. | History | No change | 82 | 11 | 0.01% | 0.01% | 1239 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Mascoma Wealth Management LLC | History | No change | 72 | 10 | 0.0% | 0.0% | 1240 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 70 | 10 | 0.0% | 0.0% | 1241 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Stephens Consulting, LLC | History | No change | 74 | 10 | 0.0% | 0.0% | 1242 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 69 | 10 | 0.0% | 0.0% | 1243 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Triumph Capital Management | History | Added to | 64 | 9 | 0.0% | 0.0% | 1245 | +50 | 357.14% | Q1 2026 | May 13, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 62 | 9 | 0.0% | 0.0% | 1244 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 69 | 9 | 0.01% | 0.01% | 1246 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Quintet Private Bank (Europe) S.A. | History | No change | 63 | 9 | 0.0% | 0.0% | 1247 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sarver Vrooman Wealth Advisors | History | No change | 64 | 9 | 0.01% | 0.01% | 1248 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Scarborough Advisors, LLC | History | No change | 59 | 8 | 0.0% | 0.0% | 1249 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 63 | 8 | 0.0% | 0.0% | 1250 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 50 | 7 | 0.0% | 0.0% | 1251 | -19 | -27.54% | Q1 2026 | Apr 16, 2026 |
| Bank & Trust Co | History | No change | 50 | 7 | 0.0% | 0.0% | 1252 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 50 | 7 | 0.01% | 0.01% | 1253 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 35 | 5 | 0.0% | 0.0% | 1254 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| West Branch Capital LLC | History | No change | 40 | 5 | 0.0% | 0.0% | 1255 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Richardson Capital Management LLC | History | No change | 34 | 4 | 0.0% | 0.0% | 1256 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DecisionPoint Financial, LLC | History | No change | 30 | 4 | 0.0% | 0.0% | 1257 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 22 | 3 | 0.0% | 0.0% | 1258 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 22 | 3 | 0.0% | 0.0% | 1259 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 28 | 3 | 0.0% | 0.0% | 1260 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Walsh & Associates, LLC | History | No change | 23 | 3 | 0.0% | 0.0% | 1261 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| High Note Wealth, LLC | History | Reduced | 17 | 2 | 0.0% | 0.0% | 1262 | -70 | -80.46% | Q1 2026 | May 11, 2026 |
| POM Investment Strategies, LLC | History | New | 20 | 2 | 0.0% | — | 1264 | +20 | New | Q1 2026 | May 11, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 18 | 2 | 0.0% | 0.0% | 1263 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 10 | 1 | 0.0% | — | 1266 | +10 | New | Q1 2026 | May 14, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 1265 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.58% | — | -325,101 | -100.0% | Q1 2026 | May 08, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | Closed out | 0 | 0 | — | 1.06% | — | -247,496 | -100.0% | Q1 2026 | May 14, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -14,250 | -100.0% | Q1 2026 | Apr 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -12,098 | -100.0% | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -11,516 | -100.0% | Q1 2026 | Apr 29, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Closed out | 0 | 0 | — | 0.73% | — | -8,400 | -100.0% | Q1 2026 | May 14, 2026 |
| Mosaic Advisors LLC | History | Closed out | 0 | 0 | — | 1.82% | — | -6,829 | -100.0% | Q1 2026 | May 04, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 4 | 0 | — | 0.02% | — | -6,612 | -99.94% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,534 | -100.0% | Q1 2026 | May 20, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,116 | -100.0% | Q1 2026 | May 15, 2026 |
| Hilton Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,750 | -100.0% | Q1 2026 | May 14, 2026 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,560 | -100.0% | Q1 2026 | May 14, 2026 |
| Index Fund Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -4,057 | -100.0% | Q1 2026 | May 12, 2026 |
| Scissortail Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -3,792 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,273 | -100.0% | Q1 2026 | May 05, 2026 |
| Berkshire Money Management, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -2,922 | -100.0% | Q1 2026 | Apr 21, 2026 |
| My Personal CFO, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -2,800 | -100.0% | Q1 2026 | Apr 21, 2026 |
| BCS Wealth Management | History | Closed out | 0 | 0 | — | 0.03% | — | -2,214 | -100.0% | Q1 2026 | Apr 17, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,963 | -100.0% | Q1 2026 | Apr 17, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,948 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Coquina Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -1,933 | -100.0% | Q1 2026 | May 05, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,874 | -100.0% | Q1 2026 | May 15, 2026 |
| LongView Wealth Management | History | Closed out | 0 | 0 | — | 0.06% | — | -1,862 | -100.0% | Q1 2026 | Apr 15, 2026 |
| ARROW FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.02% | — | -1,642 | -100.0% | Q1 2026 | May 11, 2026 |
| Stegner Investment Associates Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -1,622 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Per Stirling Capital Management, LLC. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,588 | -100.0% | Q1 2026 | May 11, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,581 | -100.0% | Q1 2026 | May 14, 2026 |
| DeLarme Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -1,518 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,513 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Marion Wealth Management | History | Closed out | 0 | 0 | — | 0.05% | — | -1,499 | -100.0% | Q1 2026 | May 12, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,475 | -100.0% | Q1 2026 | Apr 09, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.02% | — | -1,450 | -100.0% | Q1 2026 | Apr 24, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -686 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -587 | -100.0% | Q1 2026 | May 15, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -559 | -100.0% | Q1 2026 | May 04, 2026 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -373 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 01, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -255 | -100.0% | Q1 2026 | May 11, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -242 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Insight Inv LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -201 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 15, 2026 |
| Financial Freedom, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -165 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -162 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -141 | -100.0% | Q1 2026 | May 01, 2026 |
| Woodside Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -140 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Cresta Advisors, Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -116 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q1 2026 | May 12, 2026 |
| Copia Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -64 | -100.0% | Q1 2026 | May 04, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 08, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q1 2026 | Apr 14, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | May 04, 2026 |
| PlanVest Financial, Inc | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 14, 2026 |
| Caitlin John, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |