SPDR INDEX SHARES FUNDS - SPDW
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Creative Planning | History | Added to | 133,821,065 | 6,108,931 | 4.14% | 3.98% | 1 | +8,686,628 | 6.94% | Q1 2026 | May 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 55,849,043 | 2,549,508 | 5.18% | 4.81% | 2 | -1,368,150 | -2.39% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 38,025,802 | 1,735,877 | 0.46% | 0.45% | 3 | +681,940 | 1.83% | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | Reduced | 29,472,844 | 1,345,435 | 5.45% | 5.42% | 4 | -317,994 | -1.07% | Q1 2026 | May 14, 2026 |
| Auto-Owners Insurance Co | History | No change | 19,637,666 | 896,459 | 18.77% | 18.31% | 5 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CWM, LLC | History | Added to | 17,682,357 | 807,199 | 2.12% | 1.87% | 6 | +2,161,800 | 13.93% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 16,480,575 | 752,338 | 0.05% | 0.03% | 7 | +4,564,687 | 38.31% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 13,344,665 | 609,183 | 0.08% | 0.0% | 8 | +13,236,509 | 12238.35% | Q1 2026 | May 12, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 12,291,718 | 561,116 | 2.16% | — | 9 | +12,291,718 | New | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 8,928,162 | 407,570 | 0.11% | 0.1% | 10 | +961,150 | 12.06% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 8,789,986 | 401,262 | 0.06% | 0.06% | 11 | +393,931 | 4.69% | Q1 2026 | May 05, 2026 |
| Betterment LLC | History | Added to | 8,266,335 | 377,358 | 0.71% | 0.63% | 12 | +851,639 | 11.49% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Reduced | 7,886,187 | 360,004 | 0.01% | 0.01% | 13 | -571,296 | -6.75% | Q1 2026 | May 15, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Added to | 6,371,313 | 290,850 | 2.46% | 2.26% | 14 | +45,296 | 0.72% | Q1 2026 | May 11, 2026 |
| Nearwater Capital Markets, Ltd | History | New | 6,039,200 | 275,689 | 6.5% | — | 15 | +6,039,200 | New | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 5,726,102 | 261,396 | 0.37% | 0.34% | 16 | +14,589 | 0.26% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 5,153,537 | 235,259 | 0.22% | 0.21% | 17 | -141,004 | -2.66% | Q1 2026 | May 12, 2026 |
| Horizon Investments, LLC | History | Reduced | 4,774,505 | 217,956 | 2.44% | 2.7% | 18 | -31,151 | -0.65% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 4,665,294 | 212,970 | 0.02% | 0.02% | 19 | -2,297,169 | -32.99% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 4,474,043 | 204,204 | 0.24% | 0.25% | 20 | -185,006 | -3.97% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 4,407,055 | 201,186 | 0.29% | 0.3% | 21 | -177,181 | -3.87% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 4,227,683 | 192,993 | 0.2% | 0.19% | 22 | +268,174 | 6.77% | Q1 2026 | May 05, 2026 |
| Advisory Alpha, LLC | History | Reduced | 4,093,030 | 186,848 | 5.11% | 5.18% | 23 | -190,957 | -4.46% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,988,098 | 182,056 | 0.06% | 0.04% | 24 | +892,416 | 28.83% | Q1 2026 | May 14, 2026 |
| Stadion Money Management, LLC | History | Reduced | 3,938,291 | 179,783 | 18.08% | 15.86% | 25 | -467,730 | -10.62% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 3,875,058 | 176,895 | 1.76% | 1.98% | 26 | -149,041 | -3.7% | Q1 2026 | May 12, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 3,593,551 | 164,045 | 16.48% | 15.87% | 27 | +27,214 | 0.76% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,118,182 | 142,352 | 0.03% | 0.03% | 28 | +370,130 | 13.47% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 3,100,372 | 141,531 | 1.29% | 1.7% | 29 | +58,391 | 1.92% | Q1 2026 | May 06, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 2,929,518 | 133,732 | 0.18% | 0.11% | 30 | +1,002,634 | 52.03% | Q1 2026 | Apr 27, 2026 |
| VICUS CAPITAL | History | Added to | 2,876,162 | 131,296 | 9.65% | 5.98% | 31 | +1,082,267 | 60.33% | Q1 2026 | Apr 22, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 2,875,556 | 131,268 | 0.52% | 0.5% | 32 | -46,752 | -1.6% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,666,364 | 121,719 | 0.07% | 0.07% | 33 | +122,903 | 4.83% | Q1 2026 | May 07, 2026 |
| Equitable Holdings, Inc. | History | Added to | 2,716,598 | 120,644 | 0.78% | 0.78% | 34 | +131,178 | 5.07% | Q1 2026 | May 15, 2026 |
| JNBA Financial Advisors | History | Added to | 2,506,993 | 114,444 | 9.53% | 8.76% | 35 | +249,546 | 11.05% | Q1 2026 | Apr 22, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 2,493,051 | 113,808 | 3.6% | — | 36 | +2,493,051 | New | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 2,448,660 | 111,781 | 2.65% | 2.56% | 37 | -136,862 | -5.29% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 2,437,302 | 111,262 | 0.62% | 0.41% | 38 | -221,576 | -8.33% | Q1 2026 | Apr 29, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | New | 2,352,670 | 107,399 | 0.08% | — | 39 | +2,352,670 | New | Q1 2026 | May 13, 2026 |
| Gradient Investments LLC | History | Added to | 2,265,319 | 103,411 | 1.6% | 1.54% | 40 | +79,385 | 3.63% | Q1 2026 | Apr 13, 2026 |
| Cetera Investment Advisers | History | Added to | 2,259,941 | 103,166 | 0.11% | 0.1% | 41 | +108,548 | 5.05% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 2,254,946 | 102,938 | 0.09% | 0.1% | 42 | -51,956 | -2.25% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | Added to | 2,236,073 | 102,076 | 1.1% | 0.2% | 43 | +2,048,123 | 1089.72% | Q1 2026 | May 12, 2026 |
| GeoWealth Management, LLC | History | Reduced | 2,225,192 | 101,579 | 3.66% | 3.65% | 44 | -6,678 | -0.3% | Q1 2026 | May 13, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 2,013,662 | 99,313 | 3.81% | 3.63% | 45 | +31,056 | 1.57% | Q1 2026 | Apr 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 2,154,387 | 98,347 | 0.27% | 0.2% | 46 | +348,972 | 19.33% | Q1 2026 | May 04, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 2,096,149 | 95,689 | 18.11% | 18.09% | 47 | -51,391 | -2.39% | Q1 2026 | Apr 09, 2026 |
| Cerity Partners LLC | History | Added to | 2,090,453 | 95,429 | 0.13% | 0.08% | 48 | +856,350 | 69.39% | Q1 2026 | May 15, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 2,076,370 | 94,786 | 4.19% | 3.9% | 49 | -23,062 | -1.1% | Q1 2026 | May 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 2,055,459 | 93,831 | 3.01% | 1.58% | 50 | +1,023 | 0.05% | Q1 2026 | Apr 29, 2026 |
| ASSETMARK, INC | History | Reduced | 2,048,361 | 93,507 | 0.19% | 0.2% | 51 | -180,252 | -8.09% | Q1 2026 | May 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 2,028,656 | 92,608 | 0.43% | 0.42% | 52 | +15,653 | 0.78% | Q1 2026 | Apr 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,971,124 | 89,981 | 0.02% | 0.01% | 53 | +199,882 | 11.28% | Q1 2026 | May 11, 2026 |
| Dakota Wealth Management | History | Added to | 1,957,231 | 89,347 | 1.93% | 1.09% | 54 | +575,683 | 41.67% | Q1 2026 | May 07, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 1,949,500 | 88,994 | 0.57% | — | 55 | +1,949,500 | New | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 1,912,258 | 87,294 | 0.62% | 0.63% | 56 | +36,447 | 1.94% | Q1 2026 | Apr 14, 2026 |
| Savant Capital, LLC | History | Added to | 1,910,187 | 87,200 | 0.42% | 0.47% | 57 | +34,705 | 1.85% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,972,288 | 87,155 | 0.01% | 0.01% | 58 | +135,531 | 7.38% | Q1 2026 | May 13, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 1,880,432 | 85,841 | 11.42% | 9.64% | 59 | +252,527 | 15.51% | Q1 2026 | Apr 09, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,839,191 | 83,959 | 0.01% | 0.01% | 60 | -41,566 | -2.21% | Q1 2026 | May 15, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 1,804,741 | 82,386 | 9.08% | 8.88% | 61 | +30,650 | 1.73% | Q1 2026 | May 14, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 1,798,075 | 82,082 | 6.05% | 6.42% | 62 | -171,607 | -8.71% | Q1 2026 | Apr 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 1,785,054 | 81,488 | 0.64% | 0.65% | 63 | +53,084 | 3.06% | Q1 2026 | Apr 07, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,693,142 | 77,290 | 0.11% | 0.09% | 64 | +64,494 | 3.96% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 1,615,919 | 77,176 | 1.38% | 2.24% | 65 | +569,801 | 54.47% | Q1 2026 | May 01, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 1,611,462 | 73,563 | 7.68% | 0.0% | 66 | +1,611,338 | 1299466.13% | Q1 2026 | May 04, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 1,592,493 | 72,697 | 1.13% | 1.09% | 67 | -44,789 | -2.74% | Q1 2026 | Apr 01, 2026 |
| HighPoint Advisor Group LLC | History | New | 1,551,434 | 70,823 | 2.97% | — | 68 | +1,551,434 | New | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 1,504,612 | 66,819 | 0.02% | 0.02% | 69 | +214,470 | 16.62% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,456,505 | 66,489 | 0.12% | 0.12% | 70 | -3,644 | -0.25% | Q1 2026 | May 14, 2026 |
| GREENLEAF TRUST | History | Added to | 1,414,453 | 64,569 | 0.63% | 0.45% | 71 | +297,772 | 26.67% | Q1 2026 | Apr 27, 2026 |
| Facet Wealth, Inc. | History | Added to | 1,388,924 | 63,404 | 1.1% | 1.1% | 72 | +72,548 | 5.51% | Q1 2026 | May 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,387,965 | 63,361 | 0.16% | 0.17% | 73 | -55,921 | -3.87% | Q1 2026 | Apr 30, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 1,386,698 | 63,302 | 1.23% | 1.11% | 74 | +112,867 | 8.86% | Q1 2026 | Apr 14, 2026 |
| TRUEFG, LLC | History | Reduced | 1,378,289 | 62,918 | 16.68% | 16.51% | 75 | -6,919 | -0.5% | Q1 2026 | Apr 22, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 1,264,278 | 57,713 | 7.61% | 6.93% | 76 | +140,395 | 12.49% | Q1 2026 | Apr 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,234,996 | 56,377 | 0.11% | 0.1% | 77 | -1,450 | -0.12% | Q1 2026 | May 01, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 1,222,405 | 55,802 | 0.63% | 0.61% | 78 | +10,780 | 0.89% | Q1 2026 | Apr 28, 2026 |
| BlackRock, Inc. | History | Added to | 1,218,725 | 55,634 | 0.0% | 0.0% | 79 | +669,960 | 122.09% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,187,270 | 54,661 | 0.11% | 0.12% | 80 | -831,173 | -41.18% | Q1 2026 | Apr 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,180,997 | 53,912 | 0.43% | 0.5% | 81 | +240,849 | 25.62% | Q1 2026 | May 15, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 1,163,737 | 53,124 | 6.82% | 6.56% | 82 | +23,100 | 2.03% | Q1 2026 | May 04, 2026 |
| CGN Advisors LLC | History | Reduced | 1,163,422 | 53,110 | 4.19% | 4.17% | 83 | -22,450 | -1.89% | Q1 2026 | Apr 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 1,156,018 | 52,772 | 2.55% | 3.35% | 84 | -432,317 | -27.22% | Q1 2026 | Apr 17, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 1,126,738 | 51,435 | 4.15% | 4.08% | 85 | +23,539 | 2.13% | Q1 2026 | May 13, 2026 |
| TTP Investments, Inc. | History | New | 1,117,102 | 50,995 | 21.26% | — | 86 | +1,117,102 | New | Q1 2026 | Apr 16, 2026 |
| Brio Consultants, LLC | History | Added to | 976,036 | 48,011 | 5.87% | 5.61% | 87 | +3,752 | 0.39% | Q1 2026 | May 06, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 1,002,460 | 45,762 | 4.46% | 4.49% | 88 | -32,878 | -3.18% | Q1 2026 | Apr 29, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 976,726 | 44,587 | 2.71% | 1.45% | 89 | -12,618,642 | -92.82% | Q1 2026 | May 12, 2026 |
| Boston Standard Wealth Management, LLC | History | Reduced | 959,770 | 44,523 | 7.29% | 7.27% | 90 | -31,822 | -3.21% | Q1 2026 | Apr 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 977,517 | 43,411 | 0.77% | 0.77% | 91 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ballentine Partners, LLC | History | Added to | 891,786 | 40,710 | 0.57% | 0.55% | 92 | +4,834 | 0.55% | Q1 2026 | May 14, 2026 |
| TSG Advice Partners, LLC | History | New | 828,748 | 37,832 | 5.67% | — | 93 | +828,748 | New | Q1 2026 | Apr 24, 2026 |
| MAI Capital Management | History | Added to | 826,336 | 37,722 | 0.21% | 0.21% | 94 | +11,312 | 1.39% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 825,847 | 37,699 | 0.78% | 0.79% | 95 | +31,259 | 3.93% | Q1 2026 | Apr 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 812,605 | 37,095 | 0.29% | 0.25% | 96 | +23,959 | 3.04% | Q1 2026 | May 11, 2026 |
| KWB Wealth | History | Reduced | 830,400 | 36,878 | 3.65% | 3.78% | 97 | -69,312 | -7.7% | Q1 2026 | Apr 08, 2026 |
| ProVise Management Group, LLC | History | Added to | 798,533 | 36,453 | 2.62% | 2.49% | 98 | +10,229 | 1.3% | Q1 2026 | May 06, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Reduced | 793,276 | 36,213 | 6.44% | 6.81% | 99 | -18,073 | -2.23% | Q1 2026 | Apr 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 791,394 | 36,127 | 0.19% | 0.2% | 100 | +133,342 | 20.26% | Q1 2026 | May 15, 2026 |
| Austin Private Wealth, LLC | History | No change | 798,373 | 35,455 | 2.63% | 2.63% | 101 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 761,956 | 35,362 | 0.33% | 0.21% | 102 | +318,099 | 71.67% | Q1 2026 | Apr 07, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 771,055 | 35,198 | 0.82% | 0.82% | 103 | +15,738 | 2.08% | Q1 2026 | May 04, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Added to | 768,706 | 35,091 | 4.72% | 5.46% | 104 | +5,681 | 0.74% | Q1 2026 | May 15, 2026 |
| Concord Wealth Partners | History | Added to | 763,350 | 34,846 | 4.52% | 4.27% | 105 | +22,372 | 3.02% | Q1 2026 | May 01, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 750,306 | 34,251 | 1.43% | 1.49% | 106 | -29,720 | -3.81% | Q1 2026 | May 07, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 747,992 | 34,145 | 5.77% | 5.58% | 107 | +22,840 | 3.15% | Q1 2026 | May 01, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 733,830 | 33,499 | 2.57% | 2.43% | 108 | +12,282 | 1.7% | Q1 2026 | Apr 08, 2026 |
| Auour Investments LLC | History | Added to | 733,723 | 33,494 | 10.54% | 10.21% | 109 | +10,948 | 1.51% | Q1 2026 | Apr 20, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 732,220 | 33,425 | 0.01% | 0.01% | 110 | -40,460 | -5.24% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Added to | 665,721 | 32,973 | 0.49% | 0.57% | 111 | +17,491 | 2.7% | Q1 2026 | Apr 20, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Reduced | 721,334 | 32,928 | 12.42% | 12.6% | 112 | -29,969 | -3.99% | Q1 2026 | Apr 22, 2026 |
| Gibbs Wealth Management | History | Added to | 715,139 | 32,646 | 4.28% | 3.5% | 113 | +399,621 | 126.66% | Q1 2026 | May 13, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 713,109 | 32,553 | 0.95% | 0.88% | 114 | +48,570 | 7.31% | Q1 2026 | Apr 14, 2026 |
| OneAscent Financial Services LLC | History | New | 708,441 | 32,340 | 1.75% | — | 115 | +708,441 | New | Q1 2026 | Apr 21, 2026 |
| US BANCORP \DE\ | History | Added to | 707,910 | 32,316 | 0.04% | 0.03% | 116 | +79,744 | 12.69% | Q1 2026 | May 14, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 673,462 | 30,743 | 14.04% | 14.35% | 117 | -8,696 | -1.27% | Q1 2026 | Apr 20, 2026 |
| ERn Financial, LLC | History | Reduced | 655,788 | 29,936 | 5.63% | 5.71% | 118 | -28,365 | -4.15% | Q1 2026 | Apr 24, 2026 |
| Rinkey Investments | History | Reduced | 651,963 | 29,762 | 7.61% | 7.83% | 119 | -42,531 | -6.12% | Q1 2026 | May 11, 2026 |
| Flagstone Financial Management | History | Reduced | 651,133 | 29,724 | 7.38% | 7.48% | 120 | -6,058 | -0.92% | Q1 2026 | Apr 27, 2026 |
| Bank of New York Mellon Corp | History | Added to | 650,316 | 29,686 | 0.01% | 0.0% | 121 | +20,671 | 3.28% | Q1 2026 | May 05, 2026 |
| Wealth Advisors of Iowa, LLC | History | Added to | 648,321 | 29,595 | 9.16% | 8.74% | 122 | +48,971 | 8.17% | Q1 2026 | May 13, 2026 |
| Procyon Advisors, LLC | History | Added to | 644,327 | 29,413 | 1.44% | 1.16% | 123 | +114,700 | 21.66% | Q1 2026 | May 04, 2026 |
| Compton Financial Group, LLC | History | Reduced | 638,728 | 29,157 | 6.44% | 7.58% | 124 | -115,163 | -15.28% | Q1 2026 | Apr 28, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 636,000 | 29,033 | 7.83% | 7.55% | 125 | +25,866 | 4.24% | Q1 2026 | May 05, 2026 |
| Fiduciary Alliance LLC | History | Added to | 592,378 | 28,955 | 1.75% | 1.6% | 126 | +42,280 | 7.69% | Q1 2026 | Apr 20, 2026 |
| Second Line Capital, LLC | History | Reduced | 584,407 | 28,618 | 5.42% | 5.41% | 127 | -7,945 | -1.34% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Added to | 613,126 | 27,989 | 0.79% | 0.76% | 128 | +24,576 | 4.18% | Q1 2026 | May 13, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 605,577 | 27,644 | 2.07% | 1.99% | 129 | -1,059 | -0.17% | Q1 2026 | May 04, 2026 |
| GM Advisory Group, LLC | History | Added to | 601,166 | 27,443 | 1.06% | 0.95% | 130 | +56,906 | 10.46% | Q1 2026 | Apr 28, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 600,699 | 27,421 | 0.39% | 0.41% | 131 | +23,179 | 4.01% | Q1 2026 | Apr 10, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 590,506 | 26,956 | 6.35% | 6.15% | 132 | -2,435 | -0.41% | Q1 2026 | Apr 23, 2026 |
| JDM Financial Group LLC | History | Added to | 744,083 | 26,838 | 10.35% | 9.07% | 133 | +89,654 | 13.7% | Q1 2026 | May 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 582,238 | 26,579 | 0.0% | 0.0% | 134 | +26,526 | 4.77% | Q1 2026 | May 15, 2026 |
| Headland Capital, LLC | History | Added to | 580,365 | 26,493 | 7.46% | 7.02% | 135 | +12,484 | 2.2% | Q1 2026 | May 04, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 574,518 | 26,226 | 7.84% | 7.47% | 136 | +17,417 | 3.13% | Q1 2026 | May 20, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 533,502 | 25,853 | 5.5% | 5.75% | 137 | +19,099 | 3.71% | Q1 2026 | Apr 28, 2026 |
| Treasure Coast Financial Planning | History | Added to | 553,081 | 25,248 | 13.0% | 12.94% | 138 | +4,359 | 0.79% | Q1 2026 | May 11, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 541,704 | 24,728 | 2.52% | 3.59% | 139 | -213,183 | -28.24% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 526,476 | 24,033 | 0.49% | 0.61% | 140 | -151,343 | -22.33% | Q1 2026 | Apr 15, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 523,769 | 23,910 | 0.95% | 0.85% | 141 | +30,170 | 6.11% | Q1 2026 | Apr 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 517,962 | 23,644 | 1.12% | 1.12% | 142 | -6,217 | -1.19% | Q1 2026 | Apr 28, 2026 |
| Vivaldi Capital Management LP | History | Added to | 515,727 | 23,542 | 3.25% | 2.66% | 143 | +74,457 | 16.87% | Q1 2026 | May 14, 2026 |
| BRIGHTON SECURITIES CORP. | History | Reduced | 505,524 | 23,077 | 11.12% | 11.84% | 144 | -34,652 | -6.41% | Q1 2026 | Apr 29, 2026 |
| JT Stratford LLC | History | Added to | 497,402 | 22,706 | 2.89% | 2.28% | 145 | +97,075 | 24.25% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 496,235 | 22,653 | 0.03% | 0.03% | 146 | -2,052 | -0.41% | Q1 2026 | May 14, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 492,027 | 22,461 | 5.69% | — | 147 | +492,027 | New | Q1 2026 | May 04, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 487,362 | 22,248 | 1.73% | 1.23% | 148 | +137,755 | 39.4% | Q1 2026 | May 07, 2026 |
| Merit Financial Group, LLC | History | Added to | 479,913 | 21,908 | 0.16% | 0.17% | 149 | +16,340 | 3.52% | Q1 2026 | Apr 15, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 461,791 | 21,080 | 2.78% | 2.43% | 150 | +38,999 | 9.22% | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | Reduced | 459,812 | 20,990 | 0.16% | 0.17% | 151 | -16,268 | -3.42% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 458,502 | 20,930 | 0.56% | 0.51% | 152 | +10,416 | 2.32% | Q1 2026 | May 14, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 457,984 | 20,906 | 8.38% | 7.81% | 153 | +50,943 | 12.52% | Q1 2026 | Apr 30, 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | History | Reduced | 452,684 | 20,665 | 9.37% | 9.11% | 154 | -5,992 | -1.31% | Q1 2026 | May 01, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 452,512 | 20,657 | 3.18% | 3.27% | 155 | -75,112 | -14.24% | Q1 2026 | May 06, 2026 |
| WRAPMANAGER INC | History | Added to | 437,340 | 19,964 | 6.94% | 5.53% | 156 | +69,153 | 18.78% | Q1 2026 | May 11, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 435,784 | 19,893 | 0.24% | 0.24% | 157 | -3,661 | -0.83% | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 172,193 | 19,746 | 0.91% | 0.1% | 158 | -450,560 | -72.35% | Q1 2026 | May 15, 2026 |
| Values Added Financial LLC | History | Added to | 428,469 | 19,559 | 8.23% | 7.47% | 159 | +29,899 | 7.5% | Q1 2026 | Apr 20, 2026 |
| Atria Investments, Inc | History | Added to | 418,854 | 19,120 | 0.21% | 0.2% | 160 | +22,202 | 5.6% | Q1 2026 | May 05, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 414,844 | 18,937 | 2.11% | 1.94% | 161 | +38,303 | 10.17% | Q1 2026 | Apr 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 407,110 | 18,584 | 0.07% | 0.07% | 162 | +49,810 | 13.94% | Q1 2026 | Apr 30, 2026 |
| IHT Wealth Management, LLC | History | Added to | 406,494 | 18,556 | 0.43% | 0.43% | 163 | +11,692 | 2.96% | Q1 2026 | May 15, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Added to | 400,523 | 18,283 | 7.26% | 5.5% | 164 | +67,243 | 20.18% | Q1 2026 | Apr 14, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 370,987 | 18,193 | 2.48% | 2.98% | 165 | +21,472 | 6.14% | Q1 2026 | May 11, 2026 |
| Portside Wealth Group, LLC | History | Added to | 398,503 | 18,191 | 2.46% | 2.22% | 166 | +27,497 | 7.41% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 389,085 | 17,761 | 0.03% | 0.01% | 167 | +346,195 | 807.17% | Q1 2026 | May 01, 2026 |
| CITIGROUP INC | History | Added to | 385,282 | 17,588 | 0.01% | 0.01% | 168 | +129,317 | 50.52% | Q1 2026 | May 11, 2026 |
| Mason & Associates, LLC | History | Reduced | 383,909 | 17,525 | 4.01% | 4.04% | 169 | -16,215 | -4.05% | Q1 2026 | Apr 21, 2026 |
| Empowered Funds, LLC | History | Added to | 382,988 | 17,483 | 0.11% | 0.19% | 170 | +136,571 | 55.42% | Q1 2026 | May 14, 2026 |
| Goodman Financial Corp | History | Reduced | 380,754 | 17,381 | 2.99% | 6.88% | 171 | -437,485 | -53.47% | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 376,600 | 17,191 | 0.01% | — | 172 | +376,600 | New | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | Added to | 365,956 | 16,705 | 0.61% | 0.59% | 173 | +1,198 | 0.33% | Q1 2026 | Apr 28, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 365,369 | 16,679 | 7.2% | 6.24% | 174 | +40,713 | 12.54% | Q1 2026 | May 01, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 365,049 | 16,664 | 1.49% | 1.9% | 175 | -3,278 | -0.89% | Q1 2026 | May 12, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 360,377 | 16,451 | 1.67% | 1.65% | 176 | -6,291 | -1.72% | Q1 2026 | May 04, 2026 |
| SCS Capital Management LLC | History | Added to | 349,934 | 15,974 | 0.17% | 0.16% | 177 | +872 | 0.25% | Q1 2026 | May 11, 2026 |
| Moss Adams Wealth Advisors LLC | History | Reduced | 349,628 | 15,960 | 1.17% | 1.16% | 178 | -11,751 | -3.25% | Q1 2026 | Apr 23, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 347,757 | 15,875 | 0.09% | 0.08% | 179 | +35,948 | 11.53% | Q1 2026 | May 05, 2026 |
| Summit Financial, LLC | History | Added to | 341,282 | 15,579 | 0.2% | 0.07% | 180 | +238,787 | 232.97% | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 337,621 | 15,412 | 0.06% | 0.06% | 181 | +3,798 | 1.14% | Q1 2026 | May 13, 2026 |
| RFG Advisory, LLC | History | Reduced | 337,579 | 15,410 | 0.28% | 0.34% | 182 | -74,537 | -18.09% | Q1 2026 | Apr 17, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 336,054 | 15,340 | 0.77% | 0.67% | 183 | +46,770 | 16.17% | Q1 2026 | Apr 23, 2026 |
| &PARTNERS | History | Added to | 334,773 | 15,293 | 0.08% | 0.06% | 184 | +83,710 | 33.34% | Q1 2026 | May 15, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 334,411 | 15,265 | 6.67% | 6.26% | 185 | -29,676 | -8.15% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 342,022 | 15,189 | 0.06% | 0.06% | 186 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Capital Investment Management, Inc. | History | Reduced | 330,930 | 15,106 | 5.19% | 5.69% | 187 | -35,616 | -9.72% | Q1 2026 | Apr 22, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Reduced | 330,635 | 15,093 | 4.62% | 12.61% | 188 | -597,823 | -64.39% | Q1 2026 | Apr 13, 2026 |
| Summit Global Investments | History | Reduced | 328,991 | 15,018 | 0.89% | 2.81% | 189 | -740,072 | -69.23% | Q1 2026 | May 07, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 328,131 | 14,979 | 0.37% | 0.36% | 190 | +777 | 0.24% | Q1 2026 | Apr 29, 2026 |
| Probity Advisors, Inc. | History | Reduced | 325,218 | 14,846 | 2.35% | 2.36% | 191 | -6,432 | -1.94% | Q1 2026 | Apr 28, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 304,848 | 14,772 | 6.22% | 6.18% | 192 | +13,143 | 4.51% | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 322,109 | 14,704 | 0.02% | 0.01% | 193 | +142,770 | 79.61% | Q1 2026 | May 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 320,412 | 14,626 | 0.95% | 0.98% | 194 | -29,186 | -8.35% | Q1 2026 | May 05, 2026 |
| Macco Financial Group, Inc. | History | Added to | 318,789 | 14,552 | 11.02% | 9.68% | 195 | +65,278 | 25.75% | Q1 2026 | Apr 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 316,393 | 14,443 | 0.12% | 0.19% | 196 | -264,748 | -45.56% | Q1 2026 | May 13, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 315,068 | 14,382 | 3.73% | 3.69% | 197 | -6,931 | -2.15% | Q1 2026 | Apr 15, 2026 |
| Brookstone Capital Management | History | Added to | 314,238 | 14,344 | 0.16% | 0.12% | 198 | +71,837 | 29.64% | Q1 2026 | Apr 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 309,665 | 14,136 | 0.22% | 0.24% | 199 | +48,679 | 18.65% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 306,971 | 14,013 | 0.96% | 0.95% | 200 | +38,766 | 14.45% | Q1 2026 | Apr 17, 2026 |
| Sanchez Wealth Management Group | History | Added to | 306,344 | 13,984 | 3.02% | 2.87% | 201 | +3,840 | 1.27% | Q1 2026 | Apr 29, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 306,052 | 13,971 | 2.07% | 2.61% | 202 | -79,406 | -20.6% | Q1 2026 | May 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 303,236 | 13,843 | 0.25% | 0.22% | 203 | +40,750 | 15.52% | Q1 2026 | May 11, 2026 |
| Certified Advisory Corp | History | Added to | 298,256 | 13,615 | 1.22% | 1.15% | 204 | +13,615 | 4.78% | Q1 2026 | Apr 17, 2026 |
| Navigation Group, LLC | History | New | 298,134 | 13,609 | 3.19% | — | 205 | +298,134 | New | Q1 2026 | May 05, 2026 |
| PECAUT & CO. | History | Added to | 295,863 | 13,506 | 4.39% | 3.14% | 206 | +76,506 | 34.88% | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | Added to | 295,301 | 13,480 | 0.49% | 0.41% | 207 | +94,945 | 47.39% | Q1 2026 | May 19, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 292,243 | 13,340 | 6.45% | — | 208 | +292,243 | New | Q1 2026 | May 14, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 291,410 | 13,302 | 6.11% | 3.82% | 209 | +47,571 | 19.51% | Q1 2026 | May 05, 2026 |
| O'Connor Financial Group LLC | History | Added to | 291,328 | 13,299 | 5.44% | 5.41% | 210 | +928 | 0.32% | Q1 2026 | Apr 23, 2026 |
| Palatine Hill Wealth Management, LLC | History | Reduced | 290,359 | 13,254 | 11.54% | 13.49% | 211 | -86,336 | -22.92% | Q1 2026 | May 08, 2026 |
| Partners in Financial Planning | History | Reduced | 289,975 | 13,237 | 2.2% | 2.18% | 212 | -431 | -0.15% | Q1 2026 | May 11, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 289,571 | 13,218 | 1.36% | 1.3% | 213 | +1,792 | 0.62% | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 286,371 | 13,072 | 0.16% | 0.14% | 214 | +49,757 | 21.03% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 285,646 | 13,039 | 0.0% | 0.0% | 215 | +14,218 | 5.24% | Q1 2026 | May 15, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 283,084 | 12,923 | 7.08% | 6.85% | 216 | -175 | -0.06% | Q1 2026 | May 07, 2026 |
| Clear Retirement Advice LLC | History | Added to | 281,259 | 12,839 | 10.08% | 10.32% | 217 | +1,572 | 0.56% | Q1 2026 | Apr 28, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 281,244 | 12,838 | 2.83% | 2.83% | 218 | -5,911 | -2.06% | Q1 2026 | Apr 03, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 279,765 | 12,771 | 5.64% | 5.56% | 219 | +4,774 | 1.74% | Q1 2026 | Apr 15, 2026 |
| DORVAL Corp | History | Reduced | 278,311 | 12,704 | 3.94% | 4.25% | 220 | -21,837 | -7.28% | Q1 2026 | Apr 22, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 276,912 | 12,641 | 1.04% | 1.05% | 221 | +6,621 | 2.45% | Q1 2026 | May 05, 2026 |
| Boltwood Capital Management | History | Reduced | 274,680 | 12,539 | 3.2% | 3.18% | 222 | -590 | -0.21% | Q1 2026 | Apr 07, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 272,766 | 12,451 | 3.27% | 3.33% | 223 | -15,438 | -5.36% | Q1 2026 | Apr 10, 2026 |
| Financial Planning Fort Collins, LLC | History | Added to | 255,858 | 12,411 | 9.3% | 9.24% | 224 | +18,793 | 7.93% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 271,523 | 12,376 | 0.12% | 0.15% | 225 | -3,917 | -1.42% | Q1 2026 | May 13, 2026 |
| NovaPoint Capital, LLC | History | Added to | 268,597 | 12,261 | 3.08% | 2.66% | 226 | +36,029 | 15.49% | Q1 2026 | May 06, 2026 |
| Kagan Cocozza Asset Management | History | Added to | 262,191 | 11,969 | 8.42% | 8.18% | 227 | +3,293 | 1.27% | Q1 2026 | Apr 23, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 261,746 | 11,948 | 2.7% | 2.97% | 228 | -38,470 | -12.81% | Q1 2026 | Apr 22, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 260,037 | 11,871 | 1.51% | 1.61% | 229 | -16,237 | -5.88% | Q1 2026 | Apr 16, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 253,360 | 11,565 | 4.67% | 4.2% | 230 | +19,917 | 8.53% | Q1 2026 | Apr 29, 2026 |
| Leslie Global Wealth, LLC | History | Added to | 251,852 | 11,497 | 6.06% | 4.75% | 231 | +14,259 | 6.0% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Added to | 251,409 | 11,476 | 0.65% | 0.55% | 232 | +45,113 | 21.87% | Q1 2026 | Apr 30, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 250,786 | 11,448 | 0.45% | 0.74% | 233 | +101,433 | 67.91% | Q1 2026 | May 15, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 246,584 | 11,256 | 3.68% | 3.45% | 234 | +7,798 | 3.27% | Q1 2026 | Apr 10, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 245,056 | 11,186 | 1.25% | 1.23% | 235 | -2,820 | -1.14% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Added to | 244,583 | 11,165 | 0.06% | 0.06% | 236 | +12,403 | 5.34% | Q1 2026 | May 13, 2026 |
| Marathon Strategic Advisors, LLC | History | Added to | 244,233 | 11,149 | 8.02% | 8.12% | 237 | +4,834 | 2.02% | Q1 2026 | Apr 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 242,675 | 11,078 | 0.16% | 0.13% | 238 | +48,706 | 25.11% | Q1 2026 | Apr 09, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 239,953 | 10,953 | 0.15% | 0.1% | 239 | +86,916 | 56.79% | Q1 2026 | May 12, 2026 |
| Delta Wealth Advisors LLC | History | Added to | 239,035 | 10,911 | 8.3% | 7.96% | 240 | +24,965 | 11.66% | Q1 2026 | Apr 21, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 238,604 | 10,892 | 0.22% | 0.03% | 241 | +210,715 | 755.55% | Q1 2026 | May 14, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 237,100 | 10,823 | 2.22% | 2.21% | 242 | -3,676 | -1.53% | Q1 2026 | Apr 06, 2026 |
| Amicus Financial Advisors, LLC | History | Reduced | 237,066 | 10,822 | 2.98% | 2.96% | 243 | -2,357 | -0.98% | Q1 2026 | Apr 14, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 235,549 | 10,752 | 3.5% | 3.23% | 244 | +17,398 | 7.98% | Q1 2026 | May 08, 2026 |
| Luken Investment Analytics, LLC | History | Added to | 232,694 | 10,622 | 4.07% | 2.77% | 245 | +74,603 | 47.19% | Q1 2026 | May 12, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 230,898 | 10,540 | 4.13% | 4.08% | 246 | +5,005 | 2.22% | Q1 2026 | May 14, 2026 |
| WBH ADVISORY INC | History | Added to | 226,895 | 10,530 | 0.79% | 0.64% | 247 | +31,959 | 16.39% | Q1 2026 | Apr 27, 2026 |
| Quantinno Capital Management LP | History | Added to | 229,532 | 10,478 | 0.02% | 0.01% | 248 | +85,938 | 59.85% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 228,669 | 10,438 | 0.22% | 0.21% | 249 | +11,558 | 5.32% | Q1 2026 | May 01, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 227,987 | 10,407 | 2.86% | 2.65% | 250 | +20,281 | 9.76% | Q1 2026 | May 05, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 227,899 | 10,403 | 0.59% | 0.98% | 251 | -139,539 | -37.98% | Q1 2026 | Apr 09, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 224,086 | 10,229 | 0.28% | 0.24% | 252 | -135 | -0.06% | Q1 2026 | Apr 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 222,749 | 10,168 | 0.45% | 0.46% | 253 | +3,808 | 1.74% | Q1 2026 | Apr 28, 2026 |
| New England Capital Financial Advisors LLC | History | Reduced | 221,732 | 10,122 | 2.77% | 4.02% | 254 | -9,997 | -4.31% | Q1 2026 | Apr 27, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 221,540 | 10,113 | 1.23% | 1.04% | 255 | +20,769 | 10.34% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Added to | 217,576 | 9,932 | 0.75% | 0.7% | 256 | +5,977 | 2.82% | Q1 2026 | Apr 14, 2026 |
| Security Financial Services, INC. | History | No change | 222,641 | 9,887 | 1.55% | 1.55% | 257 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Collier Financial | History | Reduced | 211,873 | 9,672 | 7.38% | 7.22% | 258 | -4,634 | -2.14% | Q1 2026 | May 11, 2026 |
| Partnership Wealth Management, LLC | History | Reduced | 210,834 | 9,624 | 7.34% | 7.31% | 259 | -17,964 | -7.85% | Q1 2026 | Apr 08, 2026 |
| Xena Financial Planning, LLC | History | Added to | 207,551 | 9,484 | 10.7% | 10.81% | 260 | +274 | 0.13% | Q1 2026 | Apr 14, 2026 |
| Brown Financial Advisory | History | Added to | 207,722 | 9,482 | 4.7% | 4.63% | 261 | +1,505 | 0.73% | Q1 2026 | Apr 24, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 190,315 | 9,304 | 5.97% | 5.46% | 262 | +14,231 | 8.08% | Q1 2026 | May 06, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 199,594 | 9,200 | 0.82% | 0.7% | 263 | +19,279 | 10.69% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 207,597 | 9,199 | 0.0% | 0.0% | 264 | +73,764 | 55.12% | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 199,721 | 9,117 | 0.11% | 0.13% | 265 | -60,410 | -23.22% | Q1 2026 | May 06, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 199,317 | 9,098 | 6.05% | 6.27% | 266 | -13,216 | -6.22% | Q1 2026 | May 07, 2026 |
| Orin Green Financial, LLC | History | Reduced | 198,499 | 9,061 | 3.72% | 3.62% | 268 | -5,295 | -2.6% | Q1 2026 | Apr 29, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 198,510 | 9,061 | 1.04% | 0.97% | 267 | +2,994 | 1.53% | Q1 2026 | May 11, 2026 |
| LEGACY SOLUTIONS, LLC | History | Reduced | 195,441 | 8,921 | 8.27% | 8.18% | 269 | -14,322 | -6.83% | Q1 2026 | Apr 07, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 194,586 | 8,878 | 0.67% | 0.53% | 270 | -900 | -0.46% | Q1 2026 | May 20, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 192,988 | 8,809 | 0.6% | 0.54% | 271 | -739 | -0.38% | Q1 2026 | May 21, 2026 |
| Fortitude Financial, LLC | History | Reduced | 192,504 | 8,787 | 4.65% | 7.4% | 272 | -3,871 | -1.97% | Q1 2026 | Apr 23, 2026 |
| Truepoint, Inc. | History | Reduced | 191,311 | 8,733 | 0.19% | 0.21% | 273 | -22,446 | -10.5% | Q1 2026 | May 08, 2026 |
| Ignite Planners, LLC | History | Added to | 191,090 | 8,703 | 1.34% | 1.32% | 274 | +7,786 | 4.25% | Q1 2026 | Apr 17, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 189,376 | 8,644 | 0.2% | 0.18% | 275 | +18,654 | 10.93% | Q1 2026 | May 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 189,198 | 8,636 | 0.49% | 0.52% | 276 | +91,023 | 92.72% | Q1 2026 | Apr 22, 2026 |
| Squarepoint Ops LLC | History | Added to | 188,499 | 8,604 | 0.01% | 0.0% | 277 | +179,374 | 1965.74% | Q1 2026 | May 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 185,880 | 8,485 | 0.09% | 0.08% | 278 | +12,317 | 7.1% | Q1 2026 | May 13, 2026 |
| IFS Advisors, LLC | History | Added to | 185,542 | 8,470 | 4.36% | 4.08% | 279 | +8,789 | 4.97% | Q1 2026 | Apr 06, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 184,370 | 8,416 | 1.54% | 1.5% | 280 | -860 | -0.46% | Q1 2026 | May 06, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 180,344 | 8,232 | 0.18% | 0.17% | 281 | +4,431 | 2.52% | Q1 2026 | May 15, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 178,731 | 8,159 | 0.58% | 0.55% | 282 | +257 | 0.14% | Q1 2026 | Apr 10, 2026 |
| Bay Capital Advisors, LLC | History | Added to | 176,999 | 8,079 | 4.98% | 4.66% | 283 | +5,058 | 2.94% | Q1 2026 | Apr 22, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | New | 176,491 | 8,056 | 0.02% | — | 284 | +176,491 | New | Q1 2026 | May 14, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 176,059 | 8,037 | 0.36% | 0.35% | 285 | -386 | -0.22% | Q1 2026 | Apr 21, 2026 |
| Seven Springs Wealth Group, LLC | History | Reduced | 175,926 | 8,031 | 1.86% | 2.24% | 286 | -575 | -0.33% | Q1 2026 | May 14, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 170,221 | 7,770 | 0.12% | — | 287 | +170,221 | New | Q1 2026 | May 15, 2026 |
| Ironwood Wealth Management, LLC. | History | Reduced | 169,460 | 7,735 | 2.22% | 2.23% | 288 | -1,494 | -0.87% | Q1 2026 | Apr 23, 2026 |
| XML Financial, LLC | History | Added to | 169,407 | 7,733 | 0.62% | 0.59% | 289 | +7,577 | 4.68% | Q1 2026 | Apr 16, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 168,604 | 7,696 | 1.24% | 1.32% | 290 | -3,663 | -2.13% | Q1 2026 | Apr 29, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 156,907 | 7,669 | 5.55% | 5.98% | 291 | -15,987 | -9.25% | Q1 2026 | May 12, 2026 |
| Bensler, LLC | History | Added to | 167,062 | 7,626 | 0.79% | 0.69% | 292 | +12,062 | 7.78% | Q1 2026 | May 01, 2026 |
| NOVEM GROUP | History | Added to | 166,685 | 7,609 | 0.87% | 0.85% | 293 | +180 | 0.11% | Q1 2026 | Apr 10, 2026 |
| Convergence Financial, LLC | History | Added to | 166,581 | 7,604 | 0.81% | 0.94% | 294 | +21,945 | 15.17% | Q1 2026 | May 11, 2026 |
| Optimist Retirement Group LLC | History | Reduced | 166,399 | 7,596 | 3.35% | 3.42% | 295 | -1,600 | -0.95% | Q1 2026 | May 11, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 166,392 | 7,595 | 1.12% | 1.14% | 296 | -820 | -0.49% | Q1 2026 | Apr 16, 2026 |
| TCP Asset Management, LLC | History | New | 165,706 | 7,564 | 0.97% | — | 297 | +165,706 | New | Q1 2026 | Apr 10, 2026 |
| Fairfield University | History | Reduced | 165,301 | 7,545 | 3.78% | 4.95% | 298 | -56,040 | -25.32% | Q1 2026 | May 11, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 164,096 | 7,490 | 2.12% | 1.9% | 299 | +12,093 | 7.96% | Q1 2026 | May 01, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 163,343 | 7,456 | 0.33% | 1.23% | 300 | -432,885 | -72.6% | Q1 2026 | May 12, 2026 |
| CSM Advisors, LLC | History | Reduced | 162,925 | 7,437 | 0.18% | 0.23% | 301 | -24,100 | -12.89% | Q1 2026 | May 15, 2026 |
| Diligent Investors, LLC | History | Reduced | 161,121 | 7,355 | 1.82% | 1.8% | 302 | -4,079 | -2.47% | Q1 2026 | Apr 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 160,864 | 7,343 | 0.0% | 0.0% | 303 | +38,507 | 31.47% | Q1 2026 | May 15, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 159,260 | 7,312 | 0.27% | 0.04% | 304 | +154,082 | 2975.7% | Q1 2026 | May 14, 2026 |
| Sherman Wealth Management LLC | History | Added to | 158,463 | 7,233 | 6.21% | 5.46% | 305 | +17,028 | 12.04% | Q1 2026 | Apr 13, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 156,926 | 7,163 | 5.12% | 3.87% | 306 | +35,330 | 29.06% | Q1 2026 | May 12, 2026 |
| Vista Cima Wealth Management LLC | History | Added to | 156,718 | 7,154 | 7.07% | 3.87% | 307 | +52,291 | 50.07% | Q1 2026 | May 12, 2026 |
| BayBridge Capital Group, LLC | History | No change | 161,000 | 7,150 | 4.43% | 4.43% | 308 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Aerodigm Wealth, LLC | History | Reduced | 155,186 | 7,084 | 2.67% | 2.68% | 309 | -870 | -0.56% | Q1 2026 | Apr 21, 2026 |
| Cresset Asset Management, LLC | History | Added to | 154,168 | 7,037 | 0.03% | 0.03% | 310 | +394 | 0.26% | Q1 2026 | May 15, 2026 |
| Battery Global Advisors, LLC | History | No change | 152,557 | 6,964 | 3.74% | 3.14% | 311 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 151,927 | 6,935 | 7.24% | 7.0% | 312 | -658 | -0.43% | Q1 2026 | Apr 23, 2026 |
| Avior Wealth Management, LLC | History | Added to | 150,170 | 6,855 | 0.19% | 0.21% | 313 | +104 | 0.07% | Q1 2026 | Apr 09, 2026 |
| Vested Financial Planning, LLC | History | Added to | 150,138 | 6,853 | 5.22% | 4.71% | 314 | +12,393 | 9.0% | Q1 2026 | Apr 16, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 149,340 | 6,817 | 2.59% | 2.37% | 315 | +2,815 | 1.92% | Q1 2026 | May 11, 2026 |
| Benchmark Financial, LLC | History | Added to | 148,467 | 6,777 | 6.08% | 5.67% | 316 | +20,314 | 15.85% | Q1 2026 | Apr 21, 2026 |
| BIP Wealth, LLC | History | Reduced | 147,908 | 6,751 | 0.27% | 0.28% | 317 | -27,962 | -15.9% | Q1 2026 | Apr 27, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 145,789 | 6,655 | 0.75% | 0.7% | 318 | +2,560 | 1.79% | Q1 2026 | Apr 16, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 145,554 | 6,644 | 1.56% | 1.32% | 319 | +22,903 | 18.67% | Q1 2026 | Apr 17, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 144,492 | 6,596 | 0.05% | 0.09% | 320 | -92,517 | -39.04% | Q1 2026 | May 11, 2026 |
| Continuum Advisory, LLC | History | Reduced | 138,090 | 6,303 | 0.6% | 0.67% | 321 | -13,499 | -8.9% | Q1 2026 | Apr 22, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 137,514 | 6,277 | 2.17% | 2.3% | 322 | -5,430 | -3.8% | Q1 2026 | Apr 28, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 137,492 | 6,276 | 3.8% | 3.54% | 323 | +3,545 | 2.65% | Q1 2026 | Apr 22, 2026 |
| BCS Wealth Management | History | Reduced | 134,139 | 6,123 | 1.25% | 1.17% | 324 | -126,209 | -48.48% | Q1 2026 | Apr 17, 2026 |
| Capital Analysts, LLC | History | Added to | 132,939 | 6,112 | 0.16% | 0.16% | 325 | +4,789 | 3.74% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 132,570 | 6,051 | 1.55% | 1.34% | 326 | +20,576 | 18.37% | Q1 2026 | Apr 29, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 129,443 | 5,909 | 0.91% | 0.8% | 327 | +15,985 | 14.09% | Q1 2026 | May 06, 2026 |
| FDx Advisors, Inc. | History | New | 129,267 | 5,901 | 1.88% | — | 328 | +129,267 | New | Q1 2026 | May 01, 2026 |
| Montis Financial, LLC | History | Added to | 129,133 | 5,894 | 1.22% | 1.09% | 329 | +5,069 | 4.09% | Q1 2026 | May 11, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 128,331 | 5,858 | 0.25% | 0.25% | 330 | -13,519 | -9.53% | Q1 2026 | May 06, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 128,034 | 5,844 | 0.9% | 0.94% | 331 | -1,890 | -1.45% | Q1 2026 | May 07, 2026 |
| Occidental Asset Management, LLC | History | Added to | 127,626 | 5,826 | 0.69% | 0.65% | 332 | +6,380 | 5.26% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 127,301 | 5,811 | 0.08% | 0.09% | 333 | -12,248 | -8.78% | Q1 2026 | May 15, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 128,739 | 5,762 | 0.76% | 0.77% | 334 | +916 | 0.72% | Q1 2026 | Apr 30, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 126,173 | 5,759 | 0.88% | 0.91% | 335 | -4,278 | -3.28% | Q1 2026 | Apr 29, 2026 |
| Balefire, LLC | History | Added to | 125,446 | 5,726 | 1.08% | 0.89% | 336 | +22,291 | 21.61% | Q1 2026 | May 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 125,258 | 5,718 | 0.04% | 0.03% | 337 | -2,247 | -1.76% | Q1 2026 | May 15, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Reduced | 125,233 | 5,716 | 1.03% | 1.53% | 338 | -2,157 | -1.69% | Q1 2026 | May 01, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 124,761 | 5,695 | 3.4% | 3.36% | 339 | +1,950 | 1.59% | Q1 2026 | Apr 30, 2026 |
| Breachway Investments LLC | History | Added to | 120,120 | 5,574 | 5.35% | 5.46% | 340 | +3,617 | 3.1% | Q1 2026 | Apr 13, 2026 |
| Red Wave Investments LLC | History | Reduced | 120,755 | 5,512 | 1.65% | 1.8% | 341 | -15,355 | -11.28% | Q1 2026 | May 08, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 119,500 | 5,455 | 2.75% | 2.61% | 342 | +3,846 | 3.33% | Q1 2026 | Apr 16, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 118,669 | 5,417 | 0.33% | 0.32% | 343 | -101 | -0.09% | Q1 2026 | May 14, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 118,623 | 5,415 | 3.96% | 3.81% | 344 | -8,297 | -6.54% | Q1 2026 | May 05, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 118,361 | 5,403 | 3.51% | 3.52% | 345 | -5,643 | -4.55% | Q1 2026 | May 11, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 117,961 | 5,384 | 1.69% | 1.75% | 346 | -6,161 | -4.96% | Q1 2026 | May 13, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 115,870 | 5,289 | 2.08% | 2.04% | 347 | -222 | -0.19% | Q1 2026 | May 04, 2026 |
| Ervin Investment Management, LLC | History | Added to | 114,088 | 5,208 | 3.05% | 2.73% | 348 | +4,535 | 4.14% | Q1 2026 | Apr 08, 2026 |
| Towercrest Capital Management | History | Reduced | 113,431 | 5,178 | 0.81% | 0.81% | 349 | -1,764 | -1.53% | Q1 2026 | May 01, 2026 |
| SYM FINANCIAL Corp | History | Added to | 112,579 | 5,139 | 0.51% | 0.46% | 350 | +10,690 | 10.49% | Q1 2026 | May 08, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 112,460 | 5,133 | 3.14% | 3.09% | 351 | +2,004 | 1.81% | Q1 2026 | Apr 21, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 112,330 | 5,127 | 1.54% | 1.51% | 352 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Brown Financial Advisors | History | Reduced | 111,193 | 5,075 | 1.92% | 1.85% | 353 | -2,709 | -2.38% | Q1 2026 | May 15, 2026 |
| Hirtle & Co., LLC | History | No change | 110,407 | 5,040 | 0.17% | 0.17% | 354 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Reduced | 110,321 | 5,036 | 0.06% | 0.06% | 355 | -578 | -0.52% | Q1 2026 | May 12, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 110,259 | 5,033 | 0.44% | 0.47% | 356 | -3,845 | -3.37% | Q1 2026 | Apr 07, 2026 |
| Spartan Planning & Wealth Management | History | Reduced | 109,908 | 5,017 | 3.71% | 5.84% | 357 | -68,208 | -38.29% | Q1 2026 | Apr 16, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 109,561 | 5,001 | 0.97% | 1.18% | 358 | -5,087 | -4.44% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 106,089 | 4,923 | 0.08% | 0.05% | 359 | +46,009 | 76.58% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 107,092 | 4,888 | 0.01% | 0.01% | 360 | +15,594 | 17.04% | Q1 2026 | May 14, 2026 |
| Trilogy Capital Inc. | History | Added to | 106,464 | 4,860 | 0.21% | 0.2% | 361 | +3,714 | 3.61% | Q1 2026 | Apr 21, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 109,876 | 4,855 | 0.18% | 0.18% | 362 | +4,314 | 4.09% | Q1 2026 | May 15, 2026 |
| Global Endowment Management, LP | History | Added to | 105,046 | 4,796 | 0.54% | 0.5% | 363 | +15,372 | 17.14% | Q1 2026 | May 14, 2026 |
| Heritage Trust Co | History | No change | 104,933 | 4,790 | 0.48% | 0.47% | 364 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DeDora Capital, Inc. | History | No change | 104,837 | 4,785 | 1.17% | 1.1% | 365 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Aspetuck Financial Management LLC | History | Added to | 104,394 | 4,765 | 3.26% | 3.07% | 366 | +1,314 | 1.27% | Q1 2026 | May 06, 2026 |
| NWAM LLC | History | Reduced | 102,949 | 4,699 | 0.27% | 0.28% | 367 | -6,359 | -5.82% | Q1 2026 | May 04, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 105,611 | 4,690 | 0.52% | 0.52% | 368 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Visionary Wealth Advisors | History | Reduced | 102,316 | 4,670 | 0.21% | 0.21% | 369 | -4,974 | -4.64% | Q1 2026 | May 13, 2026 |
| Norway Savings Bank | History | Added to | 101,508 | 4,633 | 2.2% | 2.06% | 370 | +981 | 0.98% | Q1 2026 | Apr 20, 2026 |
| Keener Financial Planning LLC | History | Added to | 100,599 | 4,592 | 1.93% | 1.93% | 371 | +136 | 0.14% | Q1 2026 | May 01, 2026 |
| Opes Wealth Management LLC | History | Added to | 97,736 | 4,461 | 0.73% | 0.69% | 372 | +2,874 | 3.03% | Q1 2026 | Apr 28, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 97,456 | 4,448 | 3.18% | 2.95% | 373 | +12,175 | 14.28% | Q1 2026 | Apr 29, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 96,670 | 4,412 | 2.58% | 2.82% | 374 | -12,656 | -11.58% | Q1 2026 | May 11, 2026 |
| Oxinas Partners, LLC | History | Reduced | 96,202 | 4,391 | 2.01% | 2.1% | 375 | -1,913 | -1.95% | Q1 2026 | Apr 10, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 95,764 | 4,371 | 0.31% | 0.32% | 376 | -3,830 | -3.85% | Q1 2026 | May 06, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 94,198 | 4,367 | 1.65% | 1.54% | 377 | +5,552 | 6.26% | Q1 2026 | Apr 29, 2026 |
| Range Financial Group LLC | History | Added to | 94,602 | 4,318 | 1.45% | 1.42% | 378 | +1,881 | 2.03% | Q1 2026 | Apr 30, 2026 |
| rebel Financial LLC | History | Reduced | 94,523 | 4,314 | 1.87% | 1.92% | 379 | -6,681 | -6.6% | Q1 2026 | Apr 24, 2026 |
| Financial Insights, Inc. | History | Reduced | 93,812 | 4,282 | 1.39% | 1.4% | 380 | -60 | -0.06% | Q1 2026 | May 18, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | Reduced | 93,281 | 4,258 | 7.3% | 5.16% | 381 | -38,524 | -29.23% | Q1 2026 | Apr 22, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 92,697 | 4,231 | 0.45% | 0.44% | 382 | +502 | 0.54% | Q1 2026 | May 04, 2026 |
| Venture Visionary Partners LLC | History | Added to | 91,770 | 4,189 | 0.14% | 0.13% | 383 | +3,997 | 4.55% | Q1 2026 | May 14, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 91,569 | 4,180 | 1.19% | 1.22% | 384 | -4,082 | -4.27% | Q1 2026 | Apr 30, 2026 |
| VestGen Advisors, LLC | History | Reduced | 83,762 | 4,171 | 0.11% | 0.17% | 385 | -3,833 | -4.38% | Q1 2026 | May 14, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 90,936 | 4,151 | 0.55% | 0.61% | 386 | +2,945 | 3.35% | Q1 2026 | Apr 08, 2026 |
| JRM Investment Counsel, LLC | History | No change | 90,103 | 4,113 | 1.1% | 1.16% | 387 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 89,932 | 4,105 | 1.66% | 1.62% | 388 | -2,000 | -2.18% | Q1 2026 | Apr 08, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 89,841 | 4,101 | 0.47% | 0.4% | 389 | +7,993 | 9.77% | Q1 2026 | Apr 24, 2026 |
| G&S Capital LLC | History | Added to | 89,680 | 4,093 | 1.44% | 1.24% | 390 | +10,895 | 13.83% | Q1 2026 | Apr 07, 2026 |
| PAX Financial Group, LLC | History | Reduced | 89,372 | 4,079 | 0.7% | 0.75% | 391 | -8,390 | -8.58% | Q1 2026 | Apr 27, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 88,900 | 4,058 | 0.01% | — | 392 | +88,900 | New | Q1 2026 | May 14, 2026 |
| Gambit Capital Management, LLC | History | Added to | 88,733 | 4,050 | 2.79% | 1.41% | 394 | +44,188 | 99.2% | Q1 2026 | May 14, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 88,729 | 4,050 | 1.02% | 0.96% | 393 | +5,004 | 5.98% | Q1 2026 | Apr 17, 2026 |
| One Capital Management, LLC | History | Added to | 88,390 | 4,035 | 0.11% | 0.1% | 395 | +15,214 | 20.79% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 88,356 | 4,033 | 0.06% | 0.04% | 396 | +33,465 | 60.97% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 86,897 | 3,966 | 0.09% | 0.08% | 397 | +11,029 | 14.54% | Q1 2026 | May 11, 2026 |
| YANKCOM Partnership | History | No change | 86,755 | 3,960 | 1.63% | 1.64% | 398 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| NOVUS ADVISORS, LLC | History | Reduced | 86,600 | 3,953 | 8.84% | 9.24% | 399 | -6,495 | -6.98% | Q1 2026 | Apr 27, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 86,004 | 3,926 | 4.68% | 3.89% | 400 | -14,914 | -14.78% | Q1 2026 | Apr 28, 2026 |
| Alliance Wealth Management Group | History | Reduced | 85,744 | 3,914 | 0.86% | 0.85% | 401 | -1,547 | -1.77% | Q1 2026 | Apr 29, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 85,629 | 3,908 | 0.16% | 0.16% | 402 | -567 | -0.66% | Q1 2026 | Apr 29, 2026 |
| Paladin Wealth, LLC | History | Added to | 84,788 | 3,870 | 2.66% | 2.36% | 403 | +6,955 | 8.94% | Q1 2026 | Apr 16, 2026 |
| LexAurum Advisors, LLC | History | New | 84,717 | 3,867 | 0.5% | — | 404 | +84,717 | New | Q1 2026 | Apr 13, 2026 |
| Cooksen Wealth, LLC | History | Added to | 84,579 | 3,861 | 2.8% | 2.66% | 405 | +2,629 | 3.21% | Q1 2026 | Apr 30, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 84,519 | 3,858 | 0.22% | 0.19% | 406 | +4,727 | 5.92% | Q1 2026 | May 01, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 84,409 | 3,853 | 0.01% | 0.01% | 407 | +9,902 | 13.29% | Q1 2026 | May 08, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 84,361 | 3,851 | 0.25% | 0.24% | 408 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 84,289 | 3,847 | 0.93% | 0.52% | 409 | +39,808 | 89.49% | Q1 2026 | Apr 24, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 83,365 | 3,805 | 1.77% | 1.52% | 410 | +4,181 | 5.28% | Q1 2026 | May 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 83,275 | 3,801 | 0.02% | 0.01% | 411 | +36,175 | 76.8% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 82,717 | 3,776 | 0.34% | 0.31% | 412 | +2,346 | 2.92% | Q1 2026 | Apr 30, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 82,620 | 3,771 | 0.14% | 0.14% | 413 | +964 | 1.18% | Q1 2026 | May 14, 2026 |
| Downshift Financial, LLC | History | Added to | 77,837 | 3,747 | 1.94% | 2.11% | 414 | +4,616 | 6.3% | Q1 2026 | Apr 29, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 81,795 | 3,733 | 0.23% | 0.24% | 415 | -3,795 | -4.43% | Q1 2026 | Apr 27, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 81,222 | 3,707 | 0.18% | 0.18% | 416 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 80,956 | 3,695 | 2.31% | 1.32% | 417 | -10,969 | -11.93% | Q1 2026 | May 01, 2026 |
| Larson Financial Group LLC | History | Reduced | 80,817 | 3,689 | 0.12% | 0.13% | 418 | -8,928 | -9.95% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 79,418 | 3,685 | 0.75% | 0.01% | 420 | +78,800 | 12750.81% | Q1 2026 | May 11, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Reduced | 80,731 | 3,685 | 0.97% | 0.98% | 419 | -1,128 | -1.38% | Q1 2026 | Apr 09, 2026 |
| NBT BANK N A /NY | History | Added to | 79,065 | 3,609 | 0.24% | 0.23% | 421 | +879 | 1.12% | Q1 2026 | Apr 28, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 77,297 | 3,528 | 0.07% | — | 422 | +77,297 | New | Q1 2026 | Apr 27, 2026 |
| Quent Capital, LLC | History | Reduced | 76,866 | 3,508 | 0.25% | 0.25% | 423 | -891 | -1.15% | Q1 2026 | Apr 28, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 77,866 | 3,498 | 4.52% | 4.52% | 424 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 76,482 | 3,491 | 1.14% | 1.22% | 425 | -1,617 | -2.07% | Q1 2026 | Apr 20, 2026 |
| World Investment Advisors | History | Added to | 76,166 | 3,476 | 0.06% | 0.05% | 426 | +959 | 1.28% | Q1 2026 | Apr 27, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 75,783 | 3,459 | 1.09% | 1.03% | 427 | -1,015 | -1.32% | Q1 2026 | Apr 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 75,134 | 3,429 | 0.0% | 0.01% | 428 | -1,439,523 | -95.04% | Q1 2026 | May 15, 2026 |
| SkyOak Wealth, LLC | History | Added to | 74,400 | 3,396 | 0.62% | 0.59% | 429 | +522 | 0.71% | Q1 2026 | Apr 30, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Added to | 74,339 | 3,393 | 1.62% | 1.05% | 430 | +22,744 | 44.08% | Q1 2026 | Apr 27, 2026 |
| American Investment Services, Inc. | History | Reduced | 73,823 | 3,370 | 0.75% | 0.78% | 431 | -2,349 | -3.08% | Q1 2026 | May 13, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 73,683 | 3,363 | 1.12% | 1.05% | 432 | +2,064 | 2.88% | Q1 2026 | May 15, 2026 |
| 21 West Wealth Management LLC | History | Reduced | 71,571 | 3,267 | 3.03% | 2.96% | 433 | -1,450 | -1.99% | Q1 2026 | Apr 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 70,182 | 3,203 | 0.12% | 0.1% | 434 | +8,355 | 13.51% | Q1 2026 | Apr 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 70,161 | 3,202 | 0.0% | 0.0% | 435 | +2,069 | 3.04% | Q1 2026 | May 08, 2026 |
| NORDEN GROUP LLC | History | Added to | 69,049 | 3,152 | 0.3% | 0.3% | 436 | +570 | 0.83% | Q1 2026 | Apr 15, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 70,840 | 3,130 | 0.48% | 0.51% | 437 | -2,252 | -3.08% | Q1 2026 | May 07, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 68,149 | 3,110 | 1.3% | 1.27% | 438 | +7,854 | 13.03% | Q1 2026 | Apr 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 67,959 | 3,102 | 0.04% | 0.04% | 439 | -2,643 | -3.74% | Q1 2026 | May 08, 2026 |
| Life Planning Partners, Inc | History | Reduced | 67,750 | 3,092 | 2.36% | 2.32% | 440 | -460 | -0.67% | Q1 2026 | Apr 28, 2026 |
| Apeiron RIA LLC | History | Added to | 67,197 | 3,067 | 0.71% | 0.42% | 441 | +23,415 | 53.48% | Q1 2026 | Apr 27, 2026 |
| Mattson Financial Services, LLC | History | Reduced | 67,188 | 3,067 | 0.73% | 0.72% | 442 | -1,974 | -2.85% | Q1 2026 | May 11, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 66,903 | 3,054 | 0.46% | 0.5% | 443 | -4,564 | -6.39% | Q1 2026 | Apr 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 66,780 | 3,048 | 0.08% | 0.1% | 444 | +262 | 0.39% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Reduced | 66,602 | 3,040 | 0.05% | 0.06% | 445 | -8,863 | -11.74% | Q1 2026 | May 07, 2026 |
| TRB Wealth Management, LLC | History | New | 66,492 | 3,035 | 0.43% | — | 446 | +66,492 | New | Q1 2026 | May 14, 2026 |
| TBH Global Asset Management, LLC | History | New | 66,442 | 3,033 | 0.61% | — | 447 | +66,442 | New | Q1 2026 | Apr 22, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | Reduced | 65,613 | 2,995 | 1.79% | 2.05% | 448 | -5,265 | -7.43% | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 65,004 | 2,967 | 0.17% | 0.17% | 449 | -957 | -1.45% | Q1 2026 | Apr 20, 2026 |
| WLTH Capital Management, LLC | History | Reduced | 64,706 | 2,953 | 2.31% | 2.47% | 450 | -737 | -1.13% | Q1 2026 | Apr 10, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 64,240 | 2,932 | 0.79% | 1.01% | 451 | +4,759 | 8.0% | Q1 2026 | Apr 29, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 63,831 | 2,913 | 1.07% | 1.04% | 452 | +191 | 0.3% | Q1 2026 | Apr 17, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 63,308 | 2,890 | 1.68% | 1.7% | 453 | +1,035 | 1.66% | Q1 2026 | May 12, 2026 |
| FF Advisors,LLC | History | Reduced | 59,728 | 2,880 | 1.17% | 1.18% | 454 | -85 | -0.14% | Q1 2026 | Apr 27, 2026 |
| Walsh & Associates, LLC | History | Added to | 63,051 | 2,878 | 2.85% | 2.71% | 455 | +1,061 | 1.71% | Q1 2026 | May 15, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 62,624 | 2,858 | 0.13% | 0.12% | 456 | -413 | -0.66% | Q1 2026 | May 06, 2026 |
| Zhang Financial LLC | History | Added to | 62,600 | 2,857 | 0.1% | 0.08% | 458 | +13,551 | 27.63% | Q1 2026 | May 06, 2026 |
| United Asset Strategies, Inc. | History | Added to | 62,588 | 2,857 | 0.23% | 0.18% | 457 | +8,900 | 16.58% | Q1 2026 | Apr 29, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 62,490 | 2,852 | 1.09% | 1.07% | 459 | -1,798 | -2.8% | Q1 2026 | May 12, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 61,400 | 2,802 | 0.15% | 0.11% | 460 | +13,959 | 29.42% | Q1 2026 | May 15, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 60,648 | 2,768 | 0.54% | 0.55% | 461 | -422 | -0.69% | Q1 2026 | Apr 20, 2026 |
| Baron Financial Group, LLC | History | Reduced | 60,578 | 2,765 | 1.49% | 1.45% | 462 | -320 | -0.53% | Q1 2026 | Apr 09, 2026 |
| Bell Bank | History | Added to | 60,229 | 2,749 | 0.12% | 0.09% | 463 | +10,878 | 22.04% | Q1 2026 | Apr 23, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 60,070 | 2,742 | 0.03% | 0.03% | 464 | -8,483 | -12.37% | Q1 2026 | May 08, 2026 |
| Breakwater Investment Management | History | Reduced | 59,550 | 2,718 | 1.01% | 0.96% | 465 | -223 | -0.37% | Q1 2026 | May 14, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 58,053 | 2,679 | 0.18% | 0.18% | 466 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Chicago Capital, LLC | History | No change | 58,000 | 2,647 | 0.07% | 0.06% | 467 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 57,563 | 2,627 | 0.26% | 0.23% | 468 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Carroll Advisory Group, LLC | History | Reduced | 57,389 | 2,619 | 1.02% | 1.29% | 469 | -9,706 | -14.47% | Q1 2026 | Apr 22, 2026 |
| Livet Wealth, LLC | History | Reduced | 56,877 | 2,596 | 1.65% | 1.56% | 470 | -53 | -0.09% | Q1 2026 | Apr 24, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 56,660 | 2,587 | 0.01% | 0.01% | 471 | +904 | 1.62% | Q1 2026 | Apr 22, 2026 |
| Opus Capital Group, LLC | History | Reduced | 56,401 | 2,575 | 0.28% | 0.27% | 472 | -248 | -0.44% | Q1 2026 | Apr 30, 2026 |
| Ascent Group, LLC | History | Reduced | 55,979 | 2,555 | 0.09% | 0.1% | 473 | -6,597 | -10.54% | Q1 2026 | May 15, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 55,145 | 2,517 | 0.34% | 0.34% | 474 | -5,603 | -9.22% | Q1 2026 | Apr 08, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 55,113 | 2,515 | 0.01% | 0.01% | 475 | -5 | -0.01% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 55,084 | 2,514 | 0.13% | 0.13% | 476 | +1,537 | 2.87% | Q1 2026 | Apr 17, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 53,908 | 2,460 | 0.14% | 0.11% | 477 | +8,165 | 17.85% | Q1 2026 | Apr 30, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 53,830 | 2,457 | 0.77% | 0.77% | 478 | -4,016 | -6.94% | Q1 2026 | Apr 17, 2026 |
| Compound Planning, Inc. | History | Reduced | 53,776 | 2,454 | 0.08% | 0.08% | 479 | -5,009 | -8.52% | Q1 2026 | May 14, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 53,778 | 2,454 | 2.51% | 2.31% | 480 | +3,926 | 7.88% | Q1 2026 | May 14, 2026 |
| Idaho Trust Co | History | Reduced | 53,034 | 2,420 | 0.79% | 1.13% | 481 | -24,008 | -31.16% | Q1 2026 | May 08, 2026 |
| Financial Connections Group, Inc. | History | Reduced | 52,840 | 2,412 | 0.84% | 0.81% | 482 | -329 | -0.62% | Q1 2026 | May 01, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 52,219 | 2,383 | 0.7% | 0.49% | 483 | +15,506 | 42.24% | Q1 2026 | May 04, 2026 |
| NewEdge Wealth, LLC | History | No change | 52,036 | 2,375 | 0.03% | 0.03% | 484 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 51,415 | 2,347 | 0.01% | 0.02% | 485 | -37,922 | -42.45% | Q1 2026 | May 14, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 51,430 | 2,347 | 0.21% | 0.22% | 486 | -1,114 | -2.12% | Q1 2026 | May 14, 2026 |
| Wedmont Private Capital | History | Added to | 48,645 | 2,347 | 0.08% | 0.08% | 487 | +287 | 0.59% | Q1 2026 | Apr 09, 2026 |
| Sherman Asset Management, Inc. | History | Added to | 51,411 | 2,346 | 2.16% | 1.82% | 488 | +3,041 | 6.29% | Q1 2026 | May 05, 2026 |
| BROWN ADVISORY INC | History | Reduced | 51,267 | 2,340 | 0.0% | 0.0% | 489 | -28,593 | -35.8% | Q1 2026 | May 15, 2026 |
| Econ Financial Services Corp | History | Added to | 51,235 | 2,338 | 1.09% | 0.13% | 490 | +45,175 | 745.46% | Q1 2026 | Apr 21, 2026 |
| Gainplan LLC | History | Reduced | 51,172 | 2,335 | 1.75% | 0.85% | 491 | -27 | -0.05% | Q1 2026 | Apr 08, 2026 |
| Tilson Financial Group, Inc. | History | Reduced | 50,999 | 2,328 | 0.7% | 0.7% | 492 | -174 | -0.34% | Q1 2026 | Apr 29, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 50,855 | 2,321 | 0.18% | 0.19% | 493 | -2,869 | -5.34% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 50,700 | 2,314 | 0.01% | — | 494 | +50,700 | New | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 50,430 | 2,302 | 0.04% | 0.01% | 495 | +33,477 | 197.47% | Q1 2026 | May 18, 2026 |
| Stablepoint Partners, LLC | History | Added to | 49,722 | 2,269 | 0.34% | 0.32% | 496 | +3,954 | 8.64% | Q1 2026 | Apr 30, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 49,088 | 2,240 | 0.32% | 0.27% | 497 | +4,068 | 9.04% | Q1 2026 | May 14, 2026 |
| Private Wealth Group, LLC | History | Added to | 48,865 | 2,230 | 1.04% | 1.02% | 498 | +957 | 2.0% | Q1 2026 | Apr 23, 2026 |
| PINNACLE ASSOCIATES LTD | History | New | 47,986 | 2,190 | 0.03% | — | 499 | +47,986 | New | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | New | 47,986 | 2,190 | 0.15% | — | 500 | +47,986 | New | Q1 2026 | Apr 21, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Reduced | 47,601 | 2,172 | 3.91% | 4.31% | 501 | -2,990 | -5.91% | Q1 2026 | Apr 14, 2026 |
| Sage Mountain Advisors LLC | History | No change | 47,171 | 2,153 | 0.15% | 0.11% | 502 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Advisor OS, LLC | History | Reduced | 46,431 | 2,119 | 0.15% | 0.41% | 503 | -69,173 | -59.84% | Q1 2026 | May 07, 2026 |
| Andrews Advisory Associates, LLC | History | Reduced | 46,252 | 2,111 | 1.11% | 1.23% | 504 | -5,875 | -11.27% | Q1 2026 | May 14, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 46,157 | 2,107 | 0.44% | 0.47% | 505 | -1,208 | -2.55% | Q1 2026 | Apr 15, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 45,935 | 2,096 | 0.17% | 0.14% | 507 | +13,787 | 42.89% | Q1 2026 | Apr 16, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 45,918 | 2,096 | 0.75% | 0.74% | 506 | -1,411 | -2.98% | Q1 2026 | May 05, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 45,597 | 2,081 | 1.37% | 1.41% | 508 | -595 | -1.29% | Q1 2026 | Apr 23, 2026 |
| ACT Advisors, LLC. | History | Reduced | 45,214 | 2,064 | 0.88% | 0.86% | 509 | -3,708 | -7.58% | Q1 2026 | Apr 14, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 44,793 | 2,044 | 0.3% | 0.32% | 510 | -3,516 | -7.28% | Q1 2026 | Apr 21, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 44,616 | 2,008 | 0.59% | 0.31% | 511 | +21,748 | 95.1% | Q1 2026 | Apr 20, 2026 |
| IRON Financial LLC | History | Reduced | 43,807 | 1,999 | 0.87% | 0.9% | 512 | -165 | -0.38% | Q1 2026 | Apr 27, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 43,645 | 1,992 | 0.82% | 0.75% | 513 | +2,658 | 6.48% | Q1 2026 | Apr 08, 2026 |
| SNS Financial Group, LLC | History | No change | 43,537 | 1,987 | 0.17% | 0.17% | 514 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 43,123 | 1,968 | 0.45% | 0.42% | 515 | +1,888 | 4.58% | Q1 2026 | Apr 28, 2026 |
| Enclave Advisors LLC | History | Added to | 42,987 | 1,962 | 0.27% | 0.25% | 516 | +2,919 | 7.29% | Q1 2026 | Apr 13, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 42,560 | 1,942 | 0.49% | 0.83% | 517 | -23,132 | -35.21% | Q1 2026 | Apr 28, 2026 |
| Realta Investment Advisors | History | Added to | 42,541 | 1,941 | 0.67% | 0.49% | 518 | +8,839 | 26.23% | Q1 2026 | Apr 22, 2026 |
| Legacy Private Trust Co. | History | Reduced | 42,339 | 1,932 | 0.12% | 0.12% | 519 | -2,129 | -4.79% | Q1 2026 | Apr 07, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 42,295 | 1,930 | 0.03% | 0.03% | 520 | +216 | 0.51% | Q1 2026 | Apr 22, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 41,689 | 1,903 | 0.46% | 0.47% | 521 | -4,959 | -10.63% | Q1 2026 | Apr 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 41,521 | 1,895 | 0.0% | 0.0% | 522 | +4,062 | 10.84% | Q1 2026 | May 14, 2026 |
| MCF Advisors LLC | History | No change | 41,315 | 1,886 | 0.08% | 0.1% | 523 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 41,310 | 1,885 | 0.96% | 0.88% | 524 | +4,290 | 11.59% | Q1 2026 | May 15, 2026 |
| Krilogy Financial LLC | History | Added to | 38,338 | 1,872 | 0.06% | 0.06% | 525 | +59 | 0.15% | Q1 2026 | Apr 17, 2026 |
| Bill Few Associates, Inc. | History | Added to | 40,865 | 1,865 | 0.45% | 0.42% | 526 | +2,064 | 5.32% | Q1 2026 | Apr 08, 2026 |
| HUB Investment Partners, LLC | History | Added to | 40,819 | 1,863 | 0.04% | 0.01% | 527 | +34,254 | 521.77% | Q1 2026 | May 15, 2026 |
| Roan Capital Partners | History | New | 40,500 | 1,848 | 1.71% | — | 528 | +40,500 | New | Q1 2026 | Apr 15, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 40,411 | 1,844 | 0.4% | 0.51% | 529 | -12,706 | -23.92% | Q1 2026 | May 12, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 40,090 | 1,830 | 0.11% | 0.11% | 530 | -306 | -0.76% | Q1 2026 | May 13, 2026 |
| Clarkston Capital Partners, LLC | History | No change | 39,500 | 1,803 | 0.14% | 0.04% | 531 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PW ADVISORS, LLC \ FL | History | Reduced | 39,101 | 1,784 | 1.34% | 1.42% | 532 | -655 | -1.65% | Q1 2026 | Apr 24, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 39,042 | 1,782 | 1.11% | — | 533 | +39,042 | New | Q1 2026 | Apr 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 38,715 | 1,767 | 0.01% | 0.01% | 534 | -379 | -0.97% | Q1 2026 | May 12, 2026 |
| TKG Advisors, LLC | History | Added to | 38,280 | 1,747 | 0.72% | 0.59% | 535 | +5,110 | 15.41% | Q1 2026 | Apr 24, 2026 |
| Composition Wealth, LLC | History | Added to | 38,061 | 1,737 | 0.02% | 0.02% | 536 | +1,430 | 3.9% | Q1 2026 | Apr 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 38,031 | 1,736 | 0.01% | 0.01% | 537 | +14,352 | 60.61% | Q1 2026 | May 15, 2026 |
| Bison Wealth, LLC | History | Added to | 34,417 | 1,730 | 0.17% | 0.11% | 538 | +12,116 | 54.33% | Q1 2026 | May 15, 2026 |
| Fullerton Advisors, LLC | History | Reduced | 37,018 | 1,689 | 1.75% | 1.66% | 539 | -400 | -1.07% | Q1 2026 | Apr 21, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 36,473 | 1,664 | 0.12% | 0.11% | 540 | +2,834 | 8.42% | Q1 2026 | Apr 13, 2026 |
| Vise Technologies, Inc. | History | No change | 37,480 | 1,664 | 0.03% | 0.03% | 541 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Blue Capital, Inc. | History | Added to | 36,181 | 1,651 | 1.08% | 1.14% | 542 | +227 | 0.63% | Q1 2026 | Apr 24, 2026 |
| Black Diamond Financial, LLC | History | Added to | 36,139 | 1,649 | 0.18% | 0.16% | 543 | +2,267 | 6.69% | Q1 2026 | May 05, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 36,043 | 1,645 | 0.69% | 0.7% | 544 | +39 | 0.11% | Q1 2026 | May 11, 2026 |
| Vericrest Private Wealth | History | Reduced | 35,864 | 1,637 | 1.47% | 1.44% | 545 | -508 | -1.4% | Q1 2026 | May 06, 2026 |
| NORTHERN TRUST CORP | History | Added to | 35,816 | 1,635 | 0.0% | 0.0% | 546 | +439 | 1.24% | Q1 2026 | May 14, 2026 |
| Eagle Strategies LLC | History | Added to | 35,603 | 1,625 | 0.19% | 0.2% | 547 | +690 | 1.98% | Q1 2026 | Apr 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 34,837 | 1,590 | 0.0% | 0.0% | 548 | +9,933 | 39.89% | Q1 2026 | May 13, 2026 |
| True North Advisors, LLC | History | Reduced | 34,667 | 1,582 | 0.18% | 0.2% | 549 | -619 | -1.75% | Q1 2026 | May 07, 2026 |
| Ridgewood Investments LLC | History | New | 34,524 | 1,576 | 0.64% | — | 550 | +34,524 | New | Q1 2026 | Apr 03, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 34,296 | 1,565 | 0.83% | 0.86% | 551 | -724 | -2.07% | Q1 2026 | Apr 23, 2026 |
| Sigma Planning Corp | History | Added to | 34,239 | 1,563 | 0.04% | 0.02% | 552 | +15,389 | 81.64% | Q1 2026 | May 04, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 34,205 | 1,561 | 0.05% | 0.05% | 553 | -663 | -1.9% | Q1 2026 | May 06, 2026 |
| DRAVO BAY LLC | History | Added to | 34,122 | 1,557 | 0.63% | 0.61% | 554 | +1,069 | 3.23% | Q1 2026 | May 07, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 34,076 | 1,555 | 0.73% | 0.76% | 555 | -2,404 | -6.59% | Q1 2026 | Apr 15, 2026 |
| BALLAST ADVISORS LLC | History | Reduced | 33,815 | 1,544 | 0.45% | 0.43% | 556 | -1,025 | -2.94% | Q1 2026 | May 12, 2026 |
| Great Diamond Partners, LLC | History | Added to | 33,814 | 1,543 | 0.3% | 0.22% | 557 | +7,716 | 29.57% | Q1 2026 | May 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 33,752 | 1,540 | 0.22% | 0.21% | 558 | +1,856 | 5.82% | Q1 2026 | May 13, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 33,740 | 1,540 | 0.09% | 0.08% | 559 | -230 | -0.68% | Q1 2026 | Apr 23, 2026 |
| PCB Capital LLC | History | Added to | 33,697 | 1,538 | 2.42% | 2.12% | 560 | +3,967 | 13.34% | Q1 2026 | Apr 29, 2026 |
| CORDA Investment Management, LLC. | History | Added to | 33,675 | 1,537 | 0.11% | 0.1% | 561 | +3,215 | 10.55% | Q1 2026 | May 04, 2026 |
| WealthPoint Financial, LLC | History | No change | 34,533 | 1,533 | 1.33% | 1.33% | 562 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 34,463 | 1,522 | 0.51% | 0.52% | 563 | -1,148 | -3.22% | Q1 2026 | Apr 27, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 33,256 | 1,518 | 0.74% | 0.77% | 564 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FreeGulliver LLC | History | Reduced | 33,152 | 1,513 | 0.64% | 0.54% | 565 | -104 | -0.31% | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 33,132 | 1,512 | 0.05% | 0.05% | 566 | -1,782 | -5.1% | Q1 2026 | May 14, 2026 |
| Altrius Capital Management Inc | History | Added to | 33,084 | 1,510 | 0.3% | 0.3% | 567 | +905 | 2.81% | Q1 2026 | May 05, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 32,604 | 1,488 | 0.02% | 0.04% | 568 | -43,547 | -57.19% | Q1 2026 | Apr 20, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 32,096 | 1,465 | 0.15% | 0.16% | 569 | -517 | -1.59% | Q1 2026 | May 11, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 32,058 | 1,463 | 0.16% | 0.17% | 570 | -2,450 | -7.1% | Q1 2026 | Apr 28, 2026 |
| Sterling Wealth Management, Inc. | History | No change | 31,918 | 1,457 | 0.4% | 0.4% | 571 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DAGCO, INC. | History | New | 31,754 | 1,449 | 0.31% | — | 572 | +31,754 | New | Q1 2026 | Apr 20, 2026 |
| Integrity Wealth Partners, LLC | History | New | 31,664 | 1,445 | 1.3% | — | 573 | +31,664 | New | Q1 2026 | Apr 27, 2026 |
| Independent Wealth Network Inc. | History | Added to | 31,593 | 1,442 | 0.43% | 0.07% | 574 | +26,755 | 553.02% | Q1 2026 | Apr 20, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 31,536 | 1,439 | 0.33% | 0.33% | 575 | +1 | 0.0% | Q1 2026 | Apr 20, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | No change | 31,453 | 1,435 | 0.12% | 0.12% | 576 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Peirce Capital Management, LLC | History | No change | 31,302 | 1,428 | 0.56% | 0.55% | 577 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 30,942 | 1,412 | 0.3% | 0.27% | 578 | +1,624 | 5.54% | Q1 2026 | May 13, 2026 |
| River Street Advisors LLC | History | Added to | 30,752 | 1,403 | 0.47% | 0.49% | 579 | +1,281 | 4.35% | Q1 2026 | Apr 21, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 30,419 | 1,388 | 0.1% | 0.09% | 580 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Paladin Advisory Group, LLC | History | Added to | 30,320 | 1,384 | 1.05% | 0.98% | 581 | +4 | 0.01% | Q1 2026 | Apr 30, 2026 |
| Ruggiero Investments, Inc. | History | New | 30,173 | 1,377 | 1.33% | — | 582 | +30,173 | New | Q1 2026 | May 12, 2026 |
| RED REEF ADVISORS LLC | History | Added to | 29,979 | 1,368 | 1.43% | 1.26% | 583 | +2,171 | 7.81% | Q1 2026 | May 12, 2026 |
| Detalus Advisors, LLC | History | Reduced | 29,626 | 1,352 | 0.31% | 0.39% | 584 | -5,989 | -16.82% | Q1 2026 | Apr 22, 2026 |
| Narus Financial Partners, LLC | History | Added to | 29,508 | 1,347 | 0.35% | 0.34% | 585 | +1,684 | 6.05% | Q1 2026 | Apr 21, 2026 |
| Fisher Asset Management, LLC | History | Added to | 29,387 | 1,341 | 0.0% | 0.0% | 586 | +20,732 | 239.54% | Q1 2026 | May 05, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 29,243 | 1,334 | 0.47% | 0.49% | 587 | -1,049 | -3.46% | Q1 2026 | Apr 15, 2026 |
| Keystone Financial Group | History | Added to | 28,857 | 1,317 | 0.09% | 0.09% | 588 | +1,583 | 5.8% | Q1 2026 | May 13, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 29,635 | 1,311 | 0.13% | 0.1% | 589 | +7,068 | 31.32% | Q1 2026 | May 12, 2026 |
| Inspire Advisors, LLC | History | New | 28,593 | 1,305 | 0.11% | — | 590 | +28,593 | New | Q1 2026 | May 15, 2026 |
| Caitlin John, LLC | History | Reduced | 28,151 | 1,285 | 0.77% | 1.31% | 591 | -16,919 | -37.54% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 27,886 | 1,272 | 0.0% | 0.0% | 592 | +7,317 | 35.57% | Q1 2026 | May 15, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 27,878 | 1,272 | 0.36% | 0.35% | 593 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Added to | 27,751 | 1,266 | 0.23% | 0.22% | 594 | +72 | 0.26% | Q1 2026 | May 01, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 27,674 | 1,263 | 0.33% | 0.34% | 595 | +116 | 0.42% | Q1 2026 | May 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 27,613 | 1,260 | 0.0% | 0.0% | 596 | -6 | -0.02% | Q1 2026 | May 13, 2026 |
| Seneca Financial Advisors LLC | History | No change | 27,609 | 1,260 | 0.37% | 0.37% | 597 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 27,562 | 1,258 | 0.05% | 0.05% | 598 | -2,169 | -7.3% | Q1 2026 | May 14, 2026 |
| Balboa Wealth Partners | History | Reduced | 27,397 | 1,250 | 0.21% | 0.23% | 599 | -4,146 | -13.14% | Q1 2026 | Apr 16, 2026 |
| BANK OF HAWAII | History | Reduced | 27,243 | 1,243 | 0.07% | 0.06% | 600 | -306 | -1.11% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 26,980 | 1,231 | 0.01% | 0.01% | 601 | +6,489 | 31.67% | Q1 2026 | May 14, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 26,793 | 1,223 | 0.18% | 0.14% | 602 | +4,209 | 18.64% | Q1 2026 | Apr 27, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 26,672 | 1,217 | 0.04% | 0.04% | 603 | -484 | -1.78% | Q1 2026 | Apr 07, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Added to | 26,220 | 1,196 | 0.11% | 0.11% | 604 | +703 | 2.76% | Q1 2026 | Apr 23, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 26,170 | 1,194 | 0.82% | 0.76% | 605 | -445 | -1.67% | Q1 2026 | May 07, 2026 |
| MGB Wealth Management, LLC | History | No change | 26,865 | 1,193 | 0.34% | 0.34% | 606 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| October Effect Ltd | History | Added to | 25,653 | 1,171 | 1.35% | 0.9% | 607 | +7,338 | 40.07% | Q1 2026 | Apr 21, 2026 |
| GLR Partners, LLC | History | New | 25,649 | 1,170 | 0.64% | — | 608 | +25,649 | New | Q1 2026 | May 13, 2026 |
| Tannin Capital LLC | History | Reduced | 25,485 | 1,163 | 0.84% | 1.06% | 609 | -1,233 | -4.61% | Q1 2026 | May 12, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 23,741 | 1,161 | 0.19% | 0.19% | 610 | -664 | -2.72% | Q1 2026 | May 08, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 24,699 | 1,127 | 0.02% | 0.02% | 611 | +845 | 3.54% | Q1 2026 | May 15, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 24,499 | 1,117 | 0.31% | 0.33% | 612 | -820 | -3.24% | Q1 2026 | Apr 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 24,418 | 1,114 | 0.03% | 0.03% | 613 | -670 | -2.67% | Q1 2026 | Apr 07, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 24,341 | 1,111 | 0.15% | 0.06% | 614 | +14,127 | 138.31% | Q1 2026 | May 12, 2026 |
| IFG Advisors, LLC | History | No change | 24,327 | 1,110 | 0.18% | 0.18% | 615 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 24,125 | 1,101 | 0.15% | 0.15% | 616 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 23,882 | 1,090 | 0.12% | 0.14% | 617 | -6,202 | -20.62% | Q1 2026 | Apr 28, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 23,800 | 1,086 | 0.86% | 0.83% | 618 | +190 | 0.8% | Q1 2026 | Apr 21, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 23,744 | 1,083 | 0.7% | 0.31% | 620 | +13,035 | 121.72% | Q1 2026 | Apr 24, 2026 |
| M&T BANK CORP | History | Reduced | 23,745 | 1,083 | 0.0% | 0.0% | 619 | -1,667 | -6.56% | Q1 2026 | May 12, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 23,616 | 1,078 | 0.18% | 0.18% | 621 | +1,284 | 5.75% | Q1 2026 | Apr 30, 2026 |
| BOKF, NA | History | Reduced | 23,597 | 1,077 | 0.02% | 0.02% | 622 | -1,037 | -4.21% | Q1 2026 | May 08, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 23,551 | 1,075 | 0.02% | 0.02% | 623 | -717 | -2.95% | Q1 2026 | May 01, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 23,315 | 1,064 | 0.01% | 0.01% | 624 | +379 | 1.65% | Q1 2026 | Apr 30, 2026 |
| Key FInancial Inc | History | Added to | 23,264 | 1,062 | 0.19% | 0.19% | 625 | +127 | 0.55% | Q1 2026 | Apr 24, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 23,157 | 1,057 | 0.01% | 0.01% | 626 | +3,806 | 19.67% | Q1 2026 | May 14, 2026 |
| Virtu Financial LLC | History | New | 22,981 | 1,049 | 0.04% | — | 627 | +22,981 | New | Q1 2026 | May 14, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 22,853 | 1,043 | 0.34% | 0.31% | 628 | +1,751 | 8.3% | Q1 2026 | Apr 24, 2026 |
| FWG Investments, LLC. | History | Reduced | 22,589 | 1,031 | 0.66% | 0.72% | 629 | -2,747 | -10.84% | Q1 2026 | Apr 21, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 22,468 | 1,025 | 0.06% | 0.05% | 630 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 22,437 | 1,024 | 0.12% | 0.12% | 631 | +6 | 0.03% | Q1 2026 | Apr 07, 2026 |
| Csenge Advisory Group | History | Reduced | 22,420 | 1,023 | 0.05% | 0.05% | 632 | -96 | -0.43% | Q1 2026 | Apr 30, 2026 |
| Rock Point Advisors, LLC | History | Added to | 22,395 | 1,022 | 0.28% | 0.23% | 633 | +1,597 | 7.68% | Q1 2026 | May 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 22,349 | 1,020 | 0.03% | 0.03% | 634 | -1,222 | -5.18% | Q1 2026 | Apr 27, 2026 |
| Wealth Advisors Northwest LLC | History | Reduced | 22,230 | 1,014 | 0.43% | 0.45% | 635 | -614 | -2.69% | Q1 2026 | Apr 08, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 22,075 | 1,007 | 0.01% | 0.02% | 636 | -4,848 | -18.01% | Q1 2026 | May 05, 2026 |
| WFA of San Diego, LLC | History | Reduced | 21,753 | 993 | 0.8% | 0.72% | 637 | -305 | -1.38% | Q1 2026 | May 11, 2026 |
| Wallace Advisory Group, LLC | History | Reduced | 21,528 | 982 | 1.05% | 1.09% | 638 | -1,849 | -7.91% | Q1 2026 | Apr 21, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 21,486 | 980 | 0.14% | 0.37% | 639 | -40,192 | -65.16% | Q1 2026 | May 15, 2026 |
| Apollon Financial, LLC | History | Added to | 21,335 | 973 | 0.13% | 0.05% | 640 | +14,297 | 203.14% | Q1 2026 | Apr 22, 2026 |
| SageView Advisory Group, LLC | History | No change | 21,754 | 966 | 0.03% | 0.03% | 641 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Leverty Financial Group, LLC | History | Added to | 21,120 | 964 | 0.21% | 0.22% | 642 | +486 | 2.36% | Q1 2026 | Apr 09, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 21,087 | 962 | 0.05% | 0.04% | 643 | +3,354 | 18.91% | Q1 2026 | Apr 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 20,916 | 954 | 0.07% | 0.06% | 644 | +590 | 2.9% | Q1 2026 | May 12, 2026 |
| Stratos Investment Management, LLC | History | New | 20,888 | 953 | 0.04% | — | 646 | +20,888 | New | Q1 2026 | Apr 28, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 20,891 | 953 | 0.0% | 0.0% | 645 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 20,858 | 952 | 0.34% | 0.32% | 647 | +776 | 3.86% | Q1 2026 | Apr 23, 2026 |
| Destiny Capital Corp/CO | History | No change | 20,843 | 951 | 0.51% | 0.48% | 648 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 20,591 | 939 | 0.06% | 0.05% | 649 | +2,670 | 14.9% | Q1 2026 | Apr 13, 2026 |
| Newport Capital Group, LLC | History | Reduced | 20,257 | 924 | 0.56% | 0.59% | 651 | -1,573 | -7.21% | Q1 2026 | May 11, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 20,252 | 924 | 0.02% | 0.02% | 650 | -1 | -0.0% | Q1 2026 | May 15, 2026 |
| Colonial Trust Co / SC | History | No change | 20,195 | 921 | 0.13% | 0.12% | 652 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Uptown Financial Advisors LLC | History | No change | 20,121 | 918 | 0.73% | 0.64% | 653 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Allen Capital Group, LLC | History | No change | 20,662 | 917 | 0.08% | 0.08% | 654 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 19,973 | 911 | 0.05% | 0.1% | 655 | -20,072 | -50.12% | Q1 2026 | Apr 20, 2026 |
| Canal Capital Management, LLC | History | Added to | 19,963 | 911 | 0.12% | 0.12% | 656 | +246 | 1.25% | Q1 2026 | Apr 27, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 19,907 | 908 | 0.22% | 0.22% | 657 | -147 | -0.73% | Q1 2026 | Apr 10, 2026 |
| Aegis Wealth Management, Inc. | History | Added to | 19,873 | 907 | 0.71% | 0.52% | 658 | +4,893 | 32.66% | Q1 2026 | Apr 20, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 19,779 | 902 | 0.3% | 0.33% | 659 | -580 | -2.85% | Q1 2026 | May 12, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 19,675 | 898 | 0.05% | 0.05% | 661 | -640 | -3.15% | Q1 2026 | Apr 29, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 17,821 | 898 | 0.06% | 0.06% | 660 | -166 | -0.92% | Q1 2026 | May 12, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 19,645 | 896 | 0.03% | 0.03% | 662 | -1,244 | -5.96% | Q1 2026 | May 12, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 19,606 | 895 | 0.32% | 0.45% | 663 | -711 | -3.5% | Q1 2026 | May 12, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 18,101 | 892 | 0.24% | 0.24% | 664 | -151 | -0.83% | Q1 2026 | Apr 21, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 19,511 | 890 | 0.1% | 0.03% | 665 | +14,056 | 257.67% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 19,249 | 878 | 0.0% | 0.0% | 666 | +954 | 5.21% | Q1 2026 | May 08, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 17,918 | 877 | 0.19% | 0.3% | 667 | -11,471 | -39.03% | Q1 2026 | May 01, 2026 |
| LWM Advisory Services, LLC | History | Reduced | 19,208 | 876 | 0.94% | 0.73% | 668 | -8,898 | -31.66% | Q1 2026 | Apr 28, 2026 |
| WealthShield Partners, LLC | History | Added to | 19,105 | 872 | 0.1% | 0.09% | 669 | +269 | 1.43% | Q1 2026 | May 01, 2026 |
| Redwood Financial Network Corp | History | Added to | 19,080 | 870 | 0.57% | 0.45% | 671 | +3,270 | 20.68% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 19,061 | 870 | 0.0% | 0.0% | 670 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vantus Wealth LLC | History | No change | 19,559 | 868 | 0.64% | 0.64% | 672 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 18,936 | 864 | 0.01% | 0.01% | 673 | -10 | -0.05% | Q1 2026 | Apr 28, 2026 |
| Balentine LLC | History | Reduced | 18,815 | 858 | 0.03% | 0.04% | 674 | -2,999 | -13.75% | Q1 2026 | Apr 24, 2026 |
| Pacifica Partners Inc. | History | Added to | 18,636 | 850 | 0.28% | 0.29% | 675 | +3,891 | 26.39% | Q1 2026 | Apr 09, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 18,625 | 850 | 0.06% | 0.12% | 676 | -605 | -3.15% | Q1 2026 | May 15, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 17,377 | 842 | 0.14% | 0.07% | 677 | +9,317 | 115.6% | Q1 2026 | May 08, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 18,385 | 839 | 0.52% | 0.51% | 678 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 18,283 | 834 | 0.49% | 0.48% | 680 | +15,321 | 517.25% | Q1 2026 | Apr 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 18,269 | 834 | 0.03% | 0.01% | 679 | -3,421 | -15.77% | Q1 2026 | Apr 23, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 18,192 | 830 | 0.0% | 0.0% | 681 | -72 | -0.39% | Q1 2026 | May 14, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 18,159 | 828 | 0.17% | 0.17% | 682 | -924 | -4.84% | Q1 2026 | Apr 13, 2026 |
| Port Capital LLC | History | No change | 18,000 | 821 | 0.04% | 0.03% | 683 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bolthouse Investments, LLC | History | Added to | 17,842 | 814 | 0.74% | 0.69% | 684 | +404 | 2.32% | Q1 2026 | Apr 28, 2026 |
| Maia Wealth LLC | History | Reduced | 17,780 | 811 | 0.14% | 0.15% | 685 | -668 | -3.62% | Q1 2026 | May 08, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | Reduced | 17,527 | 800 | 0.66% | 0.66% | 686 | -247 | -1.39% | Q1 2026 | May 13, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 17,470 | 797 | 0.09% | 0.19% | 687 | -21,793 | -55.51% | Q1 2026 | Apr 23, 2026 |
| Lumbard & Kellner, LLC | History | No change | 17,381 | 793 | 0.27% | 0.27% | 688 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clark Asset Management, LLC | History | No change | 17,382 | 793 | 0.07% | 0.08% | 689 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| TLWM | History | Added to | 17,011 | 776 | 0.14% | 0.12% | 690 | +2,565 | 17.76% | Q1 2026 | Apr 08, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 16,929 | 772 | 0.44% | 0.41% | 691 | +1,000 | 6.28% | Q1 2026 | May 01, 2026 |
| Stone Summit Wealth LLC | History | Added to | 16,779 | 765 | 0.21% | 0.2% | 692 | +468 | 2.87% | Q1 2026 | Apr 22, 2026 |
| BSW Wealth Partners | History | Added to | 16,695 | 762 | 0.09% | 0.09% | 693 | +234 | 1.42% | Q1 2026 | Apr 14, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 16,524 | 754 | 0.37% | 0.37% | 694 | +472 | 2.94% | Q1 2026 | Apr 16, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 16,181 | 738 | 0.32% | 0.17% | 696 | +7,118 | 78.54% | Q1 2026 | May 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 16,168 | 738 | 0.01% | 0.01% | 695 | -155 | -0.95% | Q1 2026 | May 04, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 16,127 | 736 | 0.03% | 0.04% | 697 | -2,390 | -12.91% | Q1 2026 | Apr 09, 2026 |
| E6 Portfolios, LLC | History | Added to | 16,137 | 736 | 0.77% | 0.73% | 698 | +1,685 | 11.66% | Q1 2026 | May 12, 2026 |
| GTS SECURITIES LLC | History | New | 16,116 | 735 | 0.03% | — | 700 | +16,116 | New | Q1 2026 | May 14, 2026 |
| Summit Financial Strategies, Inc. | History | New | 16,107 | 735 | 0.06% | — | 701 | +16,107 | New | Q1 2026 | May 01, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 16,101 | 735 | 0.02% | 0.01% | 699 | +7,379 | 84.6% | Q1 2026 | Apr 17, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Reduced | 16,050 | 732 | 0.22% | 0.23% | 702 | -491 | -2.97% | Q1 2026 | Apr 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 16,035 | 731 | 0.01% | 0.01% | 703 | +3,108 | 24.04% | Q1 2026 | Apr 20, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 15,853 | 724 | 0.02% | 0.02% | 704 | +539 | 3.52% | Q1 2026 | Apr 21, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 15,575 | 710 | 0.02% | 0.02% | 705 | +50 | 0.32% | Q1 2026 | May 14, 2026 |
| Blue Barn Wealth, LLC | History | No change | 15,989 | 710 | 1.03% | 1.03% | 706 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 15,500 | 708 | 0.0% | 0.0% | 707 | +2,010 | 14.9% | Q1 2026 | May 13, 2026 |
| Brooklyn Investment Group | History | Added to | 15,510 | 708 | 0.02% | 0.03% | 708 | +969 | 6.66% | Q1 2026 | Apr 29, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 15,472 | 706 | 0.58% | 0.91% | 709 | -8,197 | -34.63% | Q1 2026 | May 11, 2026 |
| South Shore Capital Advisors | History | New | 15,360 | 701 | 0.51% | — | 710 | +15,360 | New | Q1 2026 | Apr 28, 2026 |
| RMR Wealth Builders | History | Reduced | 15,316 | 699 | 0.06% | 0.06% | 711 | -920 | -5.67% | Q1 2026 | Apr 22, 2026 |
| Western Reserve Capital Management, LLC | History | Added to | 15,298 | 698 | 0.57% | 0.63% | 712 | +97 | 0.64% | Q1 2026 | Apr 27, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 15,198 | 693 | 0.41% | 0.49% | 713 | -2,870 | -15.88% | Q1 2026 | Apr 16, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Reduced | 15,194 | 693 | 0.53% | 0.61% | 714 | -2,469 | -13.98% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO | History | No change | 14,917 | 692 | 0.01% | 0.01% | 715 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 15,112 | 689 | 0.23% | 0.21% | 717 | -12 | -0.08% | Q1 2026 | May 15, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | No change | 15,100 | 689 | 0.06% | 0.06% | 716 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 15,079 | 688 | 0.02% | 0.02% | 718 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 15,028 | 686 | 0.02% | 0.02% | 719 | +1,075 | 7.7% | Q1 2026 | Apr 24, 2026 |
| Inscription Capital, LLC | History | New | 14,989 | 684 | 0.07% | — | 720 | +14,989 | New | Q1 2026 | Apr 20, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Reduced | 14,942 | 682 | 0.46% | 0.57% | 722 | -3,914 | -20.76% | Q1 2026 | Apr 16, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 15,369 | 682 | 0.19% | 0.19% | 721 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 14,906 | 680 | 0.33% | — | 723 | +14,906 | New | Q1 2026 | Apr 09, 2026 |
| LANE BROTHERS & CO INC | History | Reduced | 14,839 | 677 | 0.49% | 0.5% | 724 | -842 | -5.37% | Q1 2026 | May 05, 2026 |
| Wealthfront Advisers LLC | History | Added to | 14,793 | 675 | 0.0% | 0.0% | 725 | +2,071 | 16.28% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 14,732 | 672 | 0.04% | 0.28% | 726 | -116,704 | -88.79% | Q1 2026 | Apr 28, 2026 |
| Prospect Financial Group LLC | History | Reduced | 14,742 | 672 | 0.62% | 0.7% | 727 | -2,348 | -13.74% | Q1 2026 | May 05, 2026 |
| Coastline Complete Wealth LLC | History | Added to | 14,523 | 662 | 0.41% | 0.4% | 728 | +254 | 1.78% | Q1 2026 | May 22, 2026 |
| Texas Yale Capital Corp. | History | No change | 14,500 | 661 | 0.02% | 0.02% | 729 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 14,301 | 652 | 0.42% | 0.4% | 730 | +297 | 2.12% | Q1 2026 | May 06, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 14,300 | 652 | 0.3% | 0.29% | 731 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 14,225 | 649 | 0.09% | 0.1% | 732 | -456 | -3.11% | Q1 2026 | Apr 24, 2026 |
| BCK Partners, Inc. | History | Added to | 14,174 | 647 | 0.35% | 0.34% | 733 | +10 | 0.07% | Q1 2026 | Apr 27, 2026 |
| PFG Advisors | History | Reduced | 14,164 | 646 | 0.03% | 0.05% | 734 | -10,213 | -41.9% | Q1 2026 | May 05, 2026 |
| FSA Advisors, Inc. | History | Reduced | 14,117 | 644 | 0.42% | 0.48% | 735 | -12,957 | -47.86% | Q1 2026 | May 06, 2026 |
| Latitude Advisors, LLC | History | Added to | 14,096 | 643 | 0.29% | 0.18% | 736 | +4,889 | 53.1% | Q1 2026 | Apr 27, 2026 |
| CIBC Bancorp USA Inc. | History | New | 14,028 | 640 | 0.0% | — | 737 | +14,028 | New | Q1 2026 | May 12, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 14,019 | 639 | 0.06% | 0.06% | 739 | -421 | -2.92% | Q1 2026 | Apr 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 14,403 | 639 | 0.0% | 0.0% | 738 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 13,039 | 634 | 0.01% | 0.01% | 740 | +285 | 2.23% | Q1 2026 | May 04, 2026 |
| Triumph Capital Management | History | Reduced | 13,869 | 633 | 0.13% | 0.14% | 741 | -937 | -6.33% | Q1 2026 | May 13, 2026 |
| Plan A Wealth LLC | History | Reduced | 13,841 | 631 | 0.3% | 0.37% | 742 | -3,179 | -18.68% | Q1 2026 | May 15, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 13,748 | 627 | 0.05% | 0.03% | 743 | +3,665 | 36.35% | Q1 2026 | Apr 22, 2026 |
| Pacific Park Financial, Inc. | History | Added to | 13,680 | 624 | 0.41% | 0.35% | 744 | +1,152 | 9.2% | Q1 2026 | Apr 21, 2026 |
| Anchor Investment Management, LLC | History | No change | 13,667 | 623 | 0.05% | 0.05% | 745 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 13,597 | 620 | 0.12% | 1.01% | 746 | -137,122 | -90.98% | Q1 2026 | May 11, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Added to | 13,522 | 617 | 0.61% | 0.17% | 747 | +9,707 | 254.44% | Q1 2026 | Apr 22, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 13,509 | 616 | 0.01% | 0.01% | 748 | +122 | 0.91% | Q1 2026 | Apr 27, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 13,512 | 616 | 0.53% | 0.51% | 749 | -26 | -0.19% | Q1 2026 | May 06, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 13,480 | 615 | 0.27% | 0.23% | 751 | +2,368 | 21.31% | Q1 2026 | May 15, 2026 |
| Glassman Wealth Services | History | Added to | 13,491 | 615 | 0.08% | 0.08% | 750 | +48 | 0.36% | Q1 2026 | May 04, 2026 |
| Astoria Strategic Wealth, Inc. | History | Added to | 13,443 | 613 | 0.16% | 0.15% | 752 | +265 | 2.01% | Q1 2026 | Apr 17, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 13,377 | 610 | 0.17% | 0.17% | 753 | -618 | -4.42% | Q1 2026 | Apr 15, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 13,300 | 607 | 0.05% | 0.05% | 754 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Belleair Asset Management, LLC | History | No change | 13,291 | 606 | 0.55% | 0.56% | 755 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 13,255 | 605 | 0.07% | 0.05% | 756 | +3,043 | 29.8% | Q1 2026 | May 11, 2026 |
| AIFG Consultants Ltd. | History | No change | 13,603 | 604 | 1.04% | 1.04% | 757 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Leo Wealth, LLC | History | Added to | 13,058 | 596 | 0.04% | 0.03% | 758 | +2,333 | 21.75% | Q1 2026 | May 05, 2026 |
| Evanson Asset Management, LLC | History | Added to | 12,997 | 593 | 0.03% | 0.02% | 759 | +2,762 | 26.99% | Q1 2026 | Apr 08, 2026 |
| Shepherd Financial Partners LLC | History | No change | 12,998 | 593 | 0.06% | 0.05% | 760 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gross & Hartman Investments LLC | History | Reduced | 12,955 | 591 | 0.31% | 0.38% | 762 | -1,921 | -12.91% | Q1 2026 | May 15, 2026 |
| Altus Wealth Group LLC | History | Reduced | 12,952 | 591 | 0.24% | 0.23% | 761 | -81 | -0.62% | Q1 2026 | Apr 27, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 12,910 | 589 | 0.01% | 0.01% | 763 | +49 | 0.38% | Q1 2026 | Apr 29, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 12,861 | 587 | 0.2% | 0.21% | 764 | -1,260 | -8.92% | Q1 2026 | May 13, 2026 |
| Family Legacy, Inc. | History | Reduced | 12,811 | 584 | 0.18% | 0.17% | 765 | -326 | -2.48% | Q1 2026 | May 12, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Reduced | 12,753 | 582 | 0.44% | 0.33% | 766 | -417 | -3.17% | Q1 2026 | Apr 14, 2026 |
| Berger Financial Group, Inc | History | Reduced | 12,733 | 581 | 0.03% | 0.04% | 768 | -2,708 | -17.54% | Q1 2026 | Apr 28, 2026 |
| Lantz Financial LLC | History | Reduced | 12,742 | 581 | 0.12% | 0.12% | 767 | -448 | -3.4% | Q1 2026 | Apr 09, 2026 |
| Quantum Financial Planning Services, Inc. | History | No change | 12,714 | 580 | 0.21% | 0.2% | 769 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 12,585 | 574 | 0.02% | 0.02% | 770 | +835 | 7.11% | Q1 2026 | May 05, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 12,444 | 568 | 0.06% | 0.06% | 771 | -833 | -6.27% | Q1 2026 | Apr 30, 2026 |
| Banco Santander, S.A. | History | Added to | 12,420 | 566 | 0.0% | 0.0% | 772 | +381 | 3.16% | Q1 2026 | May 08, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 12,182 | 556 | 0.16% | 0.15% | 773 | +1,070 | 9.63% | Q1 2026 | Apr 30, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 12,098 | 552 | 0.04% | 0.02% | 774 | +6,026 | 99.24% | Q1 2026 | May 13, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 11,419 | 550 | 0.24% | 0.19% | 776 | +1,423 | 14.24% | Q1 2026 | May 04, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 12,068 | 550 | 0.04% | 0.05% | 775 | -617 | -4.86% | Q1 2026 | May 18, 2026 |
| Ellevest, Inc. | History | Reduced | 11,976 | 546 | 0.08% | 0.08% | 778 | -1,565 | -11.56% | Q1 2026 | May 11, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Added to | 11,967 | 546 | 0.11% | 0.1% | 777 | +205 | 1.74% | Q1 2026 | Apr 21, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 11,976 | 546 | 0.07% | 0.07% | 779 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Gryphon Financial Partners LLC | History | New | 11,881 | 542 | 0.06% | — | 780 | +11,881 | New | Q1 2026 | May 06, 2026 |
| Sequent Asset Management, LLC | History | No change | 12,129 | 539 | 0.24% | 0.24% | 781 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BESSEMER GROUP INC | History | Added to | 11,740 | 535 | 0.0% | 0.0% | 782 | +10,960 | 1405.13% | Q1 2026 | May 06, 2026 |
| Ridgeline Wealth Planning, LLC | History | Added to | 11,655 | 532 | 0.39% | 0.24% | 783 | +4,045 | 53.15% | Q1 2026 | May 05, 2026 |
| Hurley Capital, LLC | History | Reduced | 11,598 | 529 | 0.28% | 0.35% | 785 | -2,573 | -18.16% | Q1 2026 | May 06, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | Added to | 11,600 | 529 | 0.5% | 0.42% | 784 | +1,947 | 20.17% | Q1 2026 | May 04, 2026 |
| Bleakley Financial Group, LLC | History | New | 11,504 | 525 | 0.01% | — | 786 | +11,504 | New | Q1 2026 | May 04, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 11,479 | 524 | 0.21% | 0.2% | 788 | -295 | -2.51% | Q1 2026 | May 13, 2026 |
| Curi Capital, LLC | History | Added to | 11,483 | 524 | 0.01% | 0.01% | 787 | +43 | 0.38% | Q1 2026 | May 15, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 11,421 | 521 | 0.01% | 0.01% | 789 | -455 | -3.83% | Q1 2026 | May 04, 2026 |
| Midwest Trust Co | History | Added to | 11,244 | 513 | 0.01% | 0.0% | 791 | +2,600 | 30.08% | Q1 2026 | May 01, 2026 |
| Retirement Planning Group, LLC | History | Added to | 11,251 | 513 | 0.02% | 0.02% | 790 | +179 | 1.62% | Q1 2026 | May 04, 2026 |
| Howard Capital Management Group, LLC | History | No change | 11,200 | 511 | 0.03% | 0.03% | 792 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| LINCOLN CAPITAL CORP | History | No change | 11,143 | 508 | 0.19% | 0.18% | 793 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 11,126 | 507 | 0.0% | 0.0% | 794 | +1,191 | 11.99% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Added to | 11,067 | 505 | 0.01% | 0.0% | 795 | +10,900 | 6526.95% | Q1 2026 | May 11, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 11,046 | 504 | 0.05% | 0.05% | 796 | -592 | -5.09% | Q1 2026 | Apr 22, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | No change | 11,020 | 503 | 0.13% | 0.13% | 797 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Regal Investment Advisors LLC | History | New | 11,016 | 502 | 0.03% | — | 798 | +11,016 | New | Q1 2026 | May 14, 2026 |
| Intrua Financial, LLC | History | Reduced | 10,977 | 501 | 0.05% | 0.06% | 799 | -1,306 | -10.63% | Q1 2026 | Apr 23, 2026 |
| Plan Group Financial, LLC | History | Added to | 10,956 | 500 | 0.12% | 0.12% | 800 | +706 | 6.89% | Q1 2026 | Apr 13, 2026 |
| SMITH, MOORE & CO. | History | Added to | 10,895 | 497 | 0.04% | 0.04% | 801 | +191 | 1.78% | Q1 2026 | May 05, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 10,802 | 493 | 0.43% | 0.42% | 802 | +213 | 2.01% | Q1 2026 | May 06, 2026 |
| McAdam, LLC | History | Added to | 10,774 | 491 | 0.02% | 0.02% | 803 | +756 | 7.55% | Q1 2026 | May 08, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 10,735 | 490 | 0.36% | 0.39% | 805 | +20 | 0.19% | Q1 2026 | Apr 27, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 11,040 | 490 | 0.1% | 0.1% | 804 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | No change | 10,074 | 490 | 0.47% | 0.47% | 806 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KPP Advisory Services LLC | History | Reduced | 10,732 | 489 | 0.07% | 0.07% | 807 | -143 | -1.31% | Q1 2026 | Apr 24, 2026 |
| VANGUARD ADVISERS INC | History | New | 10,672 | 487 | 0.0% | — | 808 | +10,672 | New | Q1 2026 | May 08, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 10,554 | 482 | 0.06% | 0.06% | 809 | -2,028 | -16.12% | Q1 2026 | May 14, 2026 |
| Kelly Financial Services LLC | History | Reduced | 10,552 | 481 | 0.12% | 0.13% | 810 | -1,440 | -12.01% | Q1 2026 | Apr 13, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 10,775 | 476 | 0.41% | 0.39% | 811 | +390 | 3.76% | Q1 2026 | Apr 27, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 10,343 | 472 | 0.09% | 0.08% | 812 | +1,590 | 18.17% | Q1 2026 | May 01, 2026 |
| BURNEY CO/ | History | Reduced | 10,322 | 471 | 0.01% | 0.01% | 813 | -162 | -1.55% | Q1 2026 | Apr 29, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 10,260 | 468 | 0.01% | 0.02% | 815 | -6,197 | -37.66% | Q1 2026 | May 12, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 10,254 | 468 | 0.0% | 0.0% | 814 | +2,812 | 37.79% | Q1 2026 | May 01, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 10,273 | 468 | 0.03% | 0.03% | 816 | +70 | 0.69% | Q1 2026 | Apr 29, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 10,516 | 467 | 0.03% | 0.03% | 817 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| United Advisor Group, LLC | History | Reduced | 10,199 | 465 | 0.06% | 0.06% | 818 | -300 | -2.86% | Q1 2026 | Apr 17, 2026 |
| Bravias Capital Group, LLC | History | Added to | 10,200 | 465 | 0.3% | 0.27% | 819 | +100 | 0.99% | Q1 2026 | Apr 28, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 10,170 | 464 | 0.03% | 0.03% | 820 | -22 | -0.22% | Q1 2026 | May 14, 2026 |
| LVZ, Inc. | History | Added to | 10,112 | 461 | 0.05% | 0.04% | 821 | +2,468 | 32.29% | Q1 2026 | Apr 28, 2026 |
| Portland Financial Advisors Inc | History | No change | 10,092 | 460 | 0.96% | 0.95% | 822 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 10,069 | 459 | 0.02% | 0.02% | 823 | -1,869 | -15.66% | Q1 2026 | Apr 29, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Reduced | 10,031 | 457 | 0.36% | 0.39% | 826 | -289 | -2.8% | Q1 2026 | Apr 09, 2026 |
| VANGUARD GROUP INC | History | No change | 10,311 | 457 | 0.0% | 0.0% | 824 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 10,024 | 457 | 0.12% | 0.12% | 825 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Asset Dedication, LLC | History | No change | 10,282 | 456 | 0.03% | 0.03% | 827 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 9,883 | 451 | 0.03% | 0.02% | 828 | +3,866 | 64.25% | Q1 2026 | Apr 15, 2026 |
| Sensible Money, LLC | History | No change | 9,868 | 450 | 0.14% | 0.14% | 829 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Claro Advisors Inc. | History | No change | 9,834 | 448 | 0.05% | 0.06% | 830 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Orographic Financial Advisors, LLC | History | New | 9,657 | 440 | 0.31% | — | 831 | +9,657 | New | Q1 2026 | May 19, 2026 |
| OakTrust Wealth Advisors, LLC | History | Reduced | 9,633 | 439 | 0.4% | 0.45% | 834 | -1,367 | -12.43% | Q1 2026 | Apr 23, 2026 |
| SIGNATUREFD, LLC | History | Added to | 9,622 | 439 | 0.01% | 0.01% | 833 | +1 | 0.01% | Q1 2026 | Apr 07, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 9,630 | 439 | 0.05% | 0.05% | 832 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 9,482 | 432 | 0.0% | 0.0% | 836 | -378 | -3.83% | Q1 2026 | May 14, 2026 |
| Keel Point, LLC | History | No change | 9,739 | 432 | 0.03% | 0.03% | 835 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TME FINANCIAL, INC. | History | No change | 9,468 | 432 | 0.3% | 0.29% | 837 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GW&K Investment Management, LLC | History | No change | 9,414 | 430 | 0.0% | 0.0% | 838 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 9,663 | 429 | 0.03% | 0.03% | 839 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MBL Wealth, LLC | History | No change | 9,375 | 427 | 0.03% | 0.03% | 840 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MSH Capital Advisors LLC | History | Added to | 9,341 | 426 | 0.09% | 0.09% | 842 | +250 | 2.75% | Q1 2026 | May 08, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 9,348 | 426 | 0.14% | 0.14% | 841 | +112 | 1.21% | Q1 2026 | May 04, 2026 |
| REAP Financial Group, LLC | History | Reduced | 9,312 | 425 | 0.08% | 0.1% | 844 | -1,496 | -13.84% | Q1 2026 | May 11, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Reduced | 9,314 | 425 | 0.24% | 0.23% | 843 | -74 | -0.79% | Q1 2026 | May 15, 2026 |
| Urban Financial Advisory Corp | History | No change | 9,248 | 422 | 0.15% | 0.16% | 845 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 9,219 | 420 | 0.2% | 0.65% | 846 | -23,821 | -72.1% | Q1 2026 | May 14, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 9,178 | 418 | 0.04% | 0.04% | 847 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 9,160 | 418 | 0.12% | 0.13% | 848 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 9,176 | 418 | 0.19% | 0.2% | 849 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 9,147 | 417 | 0.28% | 0.27% | 850 | +277 | 3.12% | Q1 2026 | May 04, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Added to | 9,104 | 415 | 0.28% | 0.26% | 851 | +844 | 10.22% | Q1 2026 | Apr 20, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 9,087 | 414 | 0.0% | 0.0% | 852 | +24 | 0.26% | Q1 2026 | May 01, 2026 |
| Cassilly Financial Group LLC | History | Added to | 9,068 | 413 | 0.36% | 0.34% | 854 | +299 | 3.41% | Q1 2026 | Apr 10, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 9,062 | 413 | 0.0% | 0.0% | 853 | -269 | -2.88% | Q1 2026 | May 01, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 9,038 | 412 | 0.05% | 0.08% | 855 | -5,852 | -39.3% | Q1 2026 | Apr 23, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 9,031 | 412 | 0.3% | 0.3% | 856 | -1 | -0.01% | Q1 2026 | Apr 02, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | New | 8,995 | 410 | 0.11% | — | 857 | +8,995 | New | Q1 2026 | Apr 08, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 8,959 | 408 | 0.12% | 0.11% | 858 | +146 | 1.66% | Q1 2026 | Apr 22, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 8,921 | 407 | 0.04% | 0.05% | 859 | -215 | -2.35% | Q1 2026 | Apr 14, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 8,882 | 405 | 0.04% | — | 861 | +8,882 | New | Q1 2026 | Apr 23, 2026 |
| CENTRAL TRUST Co | History | No change | 8,893 | 405 | 0.01% | 0.01% | 860 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 8,868 | 404 | 0.09% | 0.09% | 862 | -339 | -3.68% | Q1 2026 | Apr 13, 2026 |
| Veery Capital, LLC | History | No change | 8,709 | 397 | 0.12% | 0.12% | 863 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Azimuth Capital Investment Management LLC | History | No change | 8,701 | 397 | 0.01% | 0.01% | 864 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 8,696 | 396 | 0.01% | 0.01% | 865 | +42 | 0.49% | Q1 2026 | Apr 27, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 8,674 | 395 | 0.03% | 0.03% | 866 | -20 | -0.23% | Q1 2026 | May 05, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 8,647 | 394 | 0.02% | 0.03% | 867 | -734 | -7.82% | Q1 2026 | Apr 23, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 8,608 | 392 | 0.19% | 0.18% | 868 | +585 | 7.29% | Q1 2026 | Apr 17, 2026 |
| Investments & Financial Planning, LLC | History | Reduced | 8,495 | 387 | 0.21% | 0.22% | 869 | -548 | -6.06% | Q1 2026 | May 11, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 8,444 | 385 | 0.2% | 0.2% | 870 | +66 | 0.79% | Q1 2026 | Apr 10, 2026 |
| M1 Capital Management LLC | History | Added to | 8,422 | 384 | 0.18% | 0.14% | 871 | +705 | 9.14% | Q1 2026 | May 08, 2026 |
| FIRST HORIZON CORP | History | No change | 8,378 | 382 | 0.02% | 0.02% | 872 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 8,358 | 381 | 0.01% | 0.01% | 874 | -1,075 | -11.4% | Q1 2026 | Apr 30, 2026 |
| GWN SECURITIES INC. | History | Reduced | 8,349 | 381 | 0.07% | 0.08% | 873 | -95 | -1.13% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 8,322 | 379 | 0.01% | 0.01% | 875 | -963 | -10.37% | Q1 2026 | Apr 10, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 8,292 | 378 | 0.3% | 0.26% | 876 | +1,234 | 17.48% | Q1 2026 | Apr 24, 2026 |
| BDFS Capital LLC | History | Reduced | 8,176 | 373 | 0.18% | 0.18% | 877 | -23 | -0.28% | Q1 2026 | Apr 15, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 17,525 | 372 | 0.01% | 0.01% | 878 | +3,729 | 27.03% | Q1 2026 | May 08, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 8,019 | 366 | 0.15% | 0.14% | 879 | +97 | 1.22% | Q1 2026 | Apr 22, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 7,955 | 363 | 0.03% | 0.03% | 881 | -1,000 | -11.17% | Q1 2026 | Apr 20, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 7,968 | 363 | 0.01% | 0.01% | 880 | -238 | -2.9% | Q1 2026 | Apr 16, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 7,947 | 362 | 0.14% | 0.15% | 882 | -601 | -7.03% | Q1 2026 | May 11, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 7,896 | 360 | 0.09% | 0.08% | 883 | +1,092 | 16.05% | Q1 2026 | May 06, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Reduced | 7,876 | 359 | 0.32% | 0.29% | 884 | -24,124 | -75.39% | Q1 2026 | May 15, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 7,816 | 356 | 0.03% | 0.19% | 886 | -45,331 | -85.29% | Q1 2026 | Apr 22, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 7,801 | 356 | 0.01% | 0.01% | 885 | -215 | -2.68% | Q1 2026 | May 15, 2026 |
| Liberty Capital Management, Inc. | History | No change | 8,012 | 355 | 0.07% | 0.07% | 887 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| OLIO Financial Planning | History | No change | 7,781 | 355 | 0.1% | 0.1% | 888 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Accel Wealth Management | History | Reduced | 7,771 | 354 | 0.09% | 0.1% | 891 | -375 | -4.6% | Q1 2026 | Apr 08, 2026 |
| J2 Capital Management Inc | History | Added to | 7,761 | 354 | 0.24% | 0.24% | 890 | +255 | 3.4% | Q1 2026 | Apr 21, 2026 |
| HM PAYSON & CO | History | No change | 7,764 | 354 | 0.01% | 0.0% | 889 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Three Seasons Wealth, LLC | History | Added to | 7,690 | 351 | 0.13% | 0.03% | 892 | +949 | 14.08% | Q1 2026 | May 05, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 7,667 | 349 | 0.01% | 0.01% | 893 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WNY Asset Management, LLC | History | New | 7,617 | 347 | 0.04% | — | 896 | +7,617 | New | Q1 2026 | May 22, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 7,618 | 347 | 0.05% | 0.05% | 895 | -304 | -3.84% | Q1 2026 | May 11, 2026 |
| ASPIRIANT, LLC | History | No change | 7,604 | 347 | 0.01% | 0.01% | 894 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Meridian Financial Advisors, LLC | History | No change | 7,578 | 345 | 0.19% | 0.18% | 897 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 7,550 | 344 | 0.06% | 0.05% | 898 | +1,426 | 23.29% | Q1 2026 | May 01, 2026 |
| Forza Wealth Management, LLC | History | No change | 7,545 | 344 | 0.12% | 0.12% | 899 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 7,472 | 341 | 0.09% | 0.09% | 900 | +212 | 2.92% | Q1 2026 | Apr 20, 2026 |
| HB Wealth Management, LLC | History | Added to | 7,450 | 340 | 0.0% | 0.0% | 901 | +226 | 3.13% | Q1 2026 | Apr 27, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 7,459 | 340 | 0.12% | 0.12% | 902 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Financial Plan, Inc. | History | Reduced | 7,437 | 339 | 0.04% | 0.04% | 903 | -265 | -3.44% | Q1 2026 | Apr 24, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 7,415 | 338 | 0.01% | 0.01% | 906 | -1,328 | -15.19% | Q1 2026 | Apr 14, 2026 |
| Argent Trust Co | History | Reduced | 7,408 | 338 | 0.01% | 0.01% | 904 | -560 | -7.03% | Q1 2026 | May 13, 2026 |
| Keebeck Wealth Management | History | No change | 7,421 | 338 | 0.04% | 0.04% | 905 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 7,235 | 335 | 0.04% | — | 907 | +7,235 | New | Q1 2026 | Apr 10, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 7,310 | 333 | 0.01% | 0.01% | 908 | -1,341 | -15.5% | Q1 2026 | May 06, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 7,313 | 333 | 0.04% | 0.03% | 909 | +1,214 | 19.9% | Q1 2026 | Apr 23, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 7,296 | 333 | 0.04% | 0.04% | 910 | -165 | -2.21% | Q1 2026 | May 08, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 7,278 | 332 | 0.01% | 0.01% | 911 | +473 | 6.95% | Q1 2026 | May 11, 2026 |
| MA Private Wealth | History | No change | 7,240 | 330 | 0.06% | 0.05% | 912 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Transce3nd, LLC | History | Reduced | 7,176 | 327 | 2.9% | 2.88% | 914 | -327 | -4.36% | Q1 2026 | May 07, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 7,171 | 327 | 0.01% | 0.01% | 913 | -106 | -1.46% | Q1 2026 | Apr 15, 2026 |
| Vantage Point Financial LLC | History | Reduced | 7,163 | 326 | 0.11% | 0.23% | 917 | -7,132 | -49.89% | Q1 2026 | May 01, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 7,159 | 326 | 0.01% | 0.01% | 915 | +390 | 5.76% | Q1 2026 | May 12, 2026 |
| REDW Wealth LLC | History | No change | 7,158 | 326 | 0.13% | 0.12% | 916 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HBE Wealth Management, LLC | History | No change | 7,096 | 323 | 0.28% | 0.3% | 918 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 6,704 | 322 | 0.04% | 0.04% | 919 | -411 | -5.78% | Q1 2026 | Apr 22, 2026 |
| Copley Financial Group, Inc. | History | Reduced | 7,062 | 322 | 0.19% | 0.2% | 920 | -341 | -4.61% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | New | 7,029 | 320 | 0.0% | — | 921 | +7,029 | New | Q1 2026 | May 15, 2026 |
| Traction Financial Partners, LLC | History | Added to | 6,990 | 319 | 0.2% | 0.17% | 924 | +443 | 6.77% | Q1 2026 | May 14, 2026 |
| Gibson Capital, LLC | History | No change | 7,002 | 319 | 0.06% | 0.06% | 922 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Moors & Cabot, Inc. | History | No change | 7,000 | 319 | 0.01% | 0.01% | 923 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 6,956 | 317 | 0.01% | 0.01% | 925 | +398 | 6.07% | Q1 2026 | May 13, 2026 |
| Warren Street Wealth Advisors, LLC | History | Added to | 6,923 | 316 | 0.08% | 0.09% | 926 | +19 | 0.28% | Q1 2026 | Apr 16, 2026 |
| Revere Asset Management, Inc | History | No change | 6,941 | 316 | 0.16% | 0.11% | 927 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 6,895 | 314 | 0.05% | 0.05% | 929 | +200 | 2.99% | Q1 2026 | Apr 21, 2026 |
| Smith Salley Wealth Management | History | No change | 6,880 | 314 | 0.02% | 0.02% | 928 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 6,861 | 313 | 0.21% | 0.19% | 931 | +976 | 16.58% | Q1 2026 | Apr 15, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 6,872 | 313 | 0.02% | 0.02% | 930 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Innova Wealth Partners | History | New | 6,845 | 312 | 0.15% | — | 935 | +6,845 | New | Q1 2026 | Apr 24, 2026 |
| True Vision MN LLC | History | Added to | 6,854 | 312 | 0.16% | 0.14% | 933 | +659 | 10.64% | Q1 2026 | Apr 16, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 6,742 | 312 | 0.07% | 0.05% | 932 | -465 | -6.45% | Q1 2026 | Apr 14, 2026 |
| Yoffe Investment Management, LLC | History | No change | 6,841 | 312 | 0.4% | 0.39% | 934 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Empirical Asset Management, LLC | History | Added to | 6,728 | 307 | 0.08% | 0.08% | 936 | +380 | 5.99% | Q1 2026 | May 11, 2026 |
| K2 Financial Inc. | History | Reduced | 6,317 | 307 | 0.22% | 0.23% | 937 | -108 | -1.68% | Q1 2026 | Apr 28, 2026 |
| Anson Capital, Inc. | History | Reduced | 6,718 | 306 | 0.21% | 0.22% | 938 | -108 | -1.58% | Q1 2026 | May 13, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 6,714 | 306 | 0.12% | 0.12% | 939 | +31 | 0.46% | Q1 2026 | May 01, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 6,705 | 306 | 0.14% | 0.15% | 940 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Castleview Partners, LLC | History | Added to | 6,662 | 304 | 0.16% | 0.14% | 941 | +476 | 7.69% | Q1 2026 | May 01, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 6,615 | 301 | 0.02% | 0.02% | 943 | -753 | -10.22% | Q1 2026 | May 05, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 6,598 | 301 | 0.0% | 0.0% | 942 | +424 | 6.87% | Q1 2026 | May 05, 2026 |
| MB Generational Wealth, LLC | History | No change | 6,603 | 301 | 0.17% | 0.16% | 944 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Legacy Bridge, LLC | History | No change | 6,585 | 300 | 0.11% | 0.12% | 945 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PETERSON WEALTH MANAGEMENT | History | No change | 6,489 | 296 | 0.17% | 0.21% | 946 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Meramec Financial Planners, LLC | History | No change | 6,015 | 296 | 0.12% | 0.11% | 947 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | New | 6,444 | 294 | 0.03% | — | 948 | +6,444 | New | Q1 2026 | May 01, 2026 |
| Colonial River Investments, LLC | History | Reduced | 6,425 | 293 | 0.1% | 0.12% | 949 | -1,202 | -15.76% | Q1 2026 | Apr 27, 2026 |
| Caprock Group, LLC | History | Reduced | 6,368 | 290 | 0.01% | 0.01% | 950 | -1,388 | -17.9% | Q1 2026 | May 11, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 6,303 | 290 | 0.06% | 0.05% | 951 | +1,058 | 20.17% | Q1 2026 | Apr 08, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 6,289 | 287 | 0.01% | 0.01% | 952 | -8,108 | -56.32% | Q1 2026 | May 14, 2026 |
| Midwest Financial Partners Investments, Inc. | History | No change | 6,270 | 286 | 0.15% | 0.15% | 953 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Gutierrez Wealth Advisory, LLC | History | New | 6,236 | 284 | 0.18% | — | 956 | +6,236 | New | Q1 2026 | Apr 21, 2026 |
| Parkway Wealth Management Group, LLC | History | Reduced | 5,916 | 284 | 0.04% | 0.04% | 954 | -838 | -12.41% | Q1 2026 | Apr 20, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Reduced | 6,231 | 284 | 0.3% | 0.56% | 955 | -407 | -6.13% | Q1 2026 | May 13, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 6,221 | 283 | 0.01% | 0.01% | 957 | +328 | 5.57% | Q1 2026 | Apr 21, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 6,402 | 282 | 0.0% | — | 959 | +6,402 | New | Q1 2026 | May 12, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 6,193 | 282 | 0.11% | 0.12% | 958 | -1,129 | -15.42% | Q1 2026 | Apr 17, 2026 |
| Cannell & Spears LLC | History | Reduced | 6,169 | 281 | 0.01% | 0.01% | 961 | -163 | -2.57% | Q1 2026 | May 15, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 6,337 | 281 | 0.02% | 0.02% | 962 | +51 | 0.81% | Q1 2026 | Apr 15, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | No change | 6,169 | 281 | 0.05% | 0.06% | 960 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| StoneX Group Inc. | History | Reduced | 6,124 | 279 | 0.02% | 0.1% | 963 | -43,363 | -87.63% | Q1 2026 | May 14, 2026 |
| Wealth Architects, LLC | History | No change | 6,094 | 278 | 0.02% | 0.02% | 964 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Independence Bank of Kentucky | History | No change | 6,096 | 278 | 0.04% | 0.03% | 965 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| American Trust | History | Reduced | 6,055 | 276 | 0.02% | 0.04% | 967 | -3,749 | -38.24% | Q1 2026 | May 01, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 6,055 | 276 | 0.04% | 0.03% | 966 | +758 | 14.31% | Q1 2026 | Apr 17, 2026 |
| Wolff Financial Management LLC | History | No change | 6,042 | 275 | 0.06% | 0.06% | 968 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Aviance Capital Partners, LLC | History | No change | 6,011 | 274 | 0.03% | 0.03% | 969 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| New Perspectives, Inc | History | Reduced | 5,990 | 273 | 0.09% | 0.11% | 971 | -950 | -13.69% | Q1 2026 | Apr 21, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 5,982 | 273 | 0.02% | 0.02% | 970 | -850 | -12.44% | Q1 2026 | Apr 27, 2026 |
| Manchester Capital Management LLC | History | Added to | 5,937 | 271 | 0.04% | 0.03% | 972 | +387 | 6.97% | Q1 2026 | May 11, 2026 |
| MATHER GROUP, LLC. | History | New | 5,916 | 270 | 0.0% | — | 973 | +5,916 | New | Q1 2026 | Apr 13, 2026 |
| Tevis Investment Management | History | New | 5,895 | 269 | 0.15% | — | 974 | +5,895 | New | Q1 2026 | May 01, 2026 |
| Financial Advisors Network, Inc. | History | Added to | 5,854 | 267 | 0.04% | 0.03% | 975 | +722 | 14.07% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | Added to | 5,859 | 267 | 0.01% | 0.01% | 976 | +296 | 5.32% | Q1 2026 | Apr 24, 2026 |
| Cambridge Advisors Inc. | History | No change | 5,747 | 262 | 0.05% | 0.05% | 977 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Tranquility Partners, LLC | History | No change | 5,761 | 262 | 0.1% | 0.09% | 978 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Keystone Financial Services | History | No change | 5,718 | 261 | 0.08% | 0.08% | 979 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Premier Private Wealth Management LLC | History | Added to | 5,693 | 259 | 0.27% | 0.26% | 981 | +307 | 5.7% | Q1 2026 | May 07, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 5,680 | 259 | 0.09% | 0.09% | 980 | -37 | -0.65% | Q1 2026 | Apr 09, 2026 |
| TopTier Wealth Management, LLC | History | New | 5,663 | 258 | 0.16% | — | 983 | +5,663 | New | Q1 2026 | May 05, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 5,657 | 258 | 0.02% | 0.02% | 982 | -16 | -0.28% | Q1 2026 | Apr 16, 2026 |
| Sound Income Strategies, LLC | History | Added to | 5,516 | 255 | 0.01% | 0.0% | 984 | +5,103 | 1235.59% | Q1 2026 | Apr 27, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 5,601 | 255 | 0.08% | 0.09% | 985 | -5 | -0.09% | Q1 2026 | May 14, 2026 |
| SHAKER INVESTMENTS LLC/OH | History | Reduced | 5,583 | 254 | 0.12% | 0.15% | 986 | -2,545 | -31.31% | Q1 2026 | May 05, 2026 |
| Aspen Wealth Management LLC | History | Reduced | 5,575 | 254 | 0.05% | 0.05% | 987 | -44 | -0.78% | Q1 2026 | Apr 01, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 5,544 | 253 | 0.0% | 0.0% | 988 | +64 | 1.17% | Q1 2026 | May 05, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Reduced | 5,522 | 252 | 0.08% | 0.08% | 990 | -17 | -0.31% | Q1 2026 | Apr 21, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 5,530 | 252 | 0.03% | 0.03% | 989 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| OPPENHEIMER & CO INC | History | New | 5,501 | 251 | 0.0% | — | 992 | +5,501 | New | Q1 2026 | Apr 23, 2026 |
| Sovran Advisors, LLC | History | No change | 5,144 | 251 | 0.02% | 0.02% | 991 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 5,497 | 250 | 0.04% | 0.04% | 993 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Tandem Investment Partners LLC | History | Added to | 5,435 | 248 | 0.21% | 0.19% | 994 | +219 | 4.2% | Q1 2026 | May 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 5,392 | 246 | 0.01% | — | 996 | +5,392 | New | Q1 2026 | May 11, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 5,395 | 246 | 0.03% | 0.03% | 995 | +185 | 3.55% | Q1 2026 | May 11, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 5,367 | 245 | 0.03% | 0.04% | 997 | -1,972 | -26.87% | Q1 2026 | Apr 08, 2026 |
| Ballast Financial Advisors LLC | History | Reduced | 5,384 | 245 | 0.25% | 0.26% | 998 | -296 | -5.21% | Q1 2026 | May 13, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 5,326 | 243 | 0.08% | 0.09% | 999 | -414 | -7.21% | Q1 2026 | May 04, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 5,327 | 243 | 0.09% | 0.09% | 1000 | -56 | -1.04% | Q1 2026 | Apr 23, 2026 |
| KLCM Advisors, Inc. | History | Added to | 5,261 | 240 | 0.02% | 0.02% | 1001 | +172 | 3.38% | Q1 2026 | Apr 30, 2026 |
| JMG Financial Group, Ltd. | History | No change | 5,271 | 240 | 0.01% | 0.01% | 1002 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 5,211 | 237 | 0.09% | 0.11% | 1003 | -1,959 | -27.32% | Q1 2026 | May 13, 2026 |
| Farringdon Capital, Ltd. | History | New | 5,147 | 234 | 0.05% | — | 1005 | +5,147 | New | Q1 2026 | May 15, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 5,285 | 234 | 0.01% | 0.01% | 1004 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 5,097 | 232 | 0.0% | 0.0% | 1007 | -1,033 | -16.85% | Q1 2026 | Apr 27, 2026 |
| McIlrath & Eck, LLC | History | No change | 5,087 | 232 | 0.02% | 0.02% | 1006 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Strive Financial Group ,LLC | History | Reduced | 5,067 | 231 | 0.12% | 0.12% | 1009 | -230 | -4.34% | Q1 2026 | May 15, 2026 |
| Richardson Capital Management LLC | History | No change | 5,077 | 231 | 0.11% | 0.11% | 1008 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DGS Capital Management, LLC | History | Reduced | 5,055 | 230 | 0.04% | 0.04% | 1010 | -23 | -0.45% | Q1 2026 | Apr 28, 2026 |
| Align Financial, LLC | History | Reduced | 5,020 | 229 | 0.13% | 0.13% | 1013 | -217,918 | -97.75% | Q1 2026 | May 08, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 5,033 | 229 | 0.02% | 0.02% | 1012 | -86 | -1.68% | Q1 2026 | May 13, 2026 |
| Francis Financial, Inc. | History | No change | 5,025 | 229 | 0.04% | 0.04% | 1011 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Core Wealth Management, Inc. | History | No change | 5,001 | 228 | 0.07% | 0.07% | 1014 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| RAINIER FAMILY WEALTH INC | History | No change | 5,000 | 228 | 0.15% | 0.17% | 1015 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Ballast, Inc. | History | Reduced | 4,962 | 226 | 0.05% | 0.05% | 1016 | -64 | -1.27% | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 4,949 | 225 | 0.01% | 0.01% | 1018 | -2,348 | -32.18% | Q1 2026 | May 18, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 5,068 | 225 | 0.03% | 0.03% | 1019 | -523 | -9.35% | Q1 2026 | Apr 22, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 4,945 | 225 | 0.01% | 0.01% | 1017 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Americana Partners, LLC | History | No change | 4,935 | 225 | 0.01% | 0.01% | 1020 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Financial Futures Ltd Liability Co. | History | No change | 4,947 | 225 | 0.1% | 0.1% | 1021 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Shoker Investment Counsel, Inc. | History | New | 4,898 | 223 | 0.07% | — | 1022 | +4,898 | New | Q1 2026 | May 11, 2026 |
| Fiduciary Planning LLC | History | No change | 4,872 | 222 | 0.07% | 0.07% | 1023 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 4,862 | 221 | 0.05% | 0.05% | 1024 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Falcon Wealth Planning | History | No change | 4,799 | 219 | 0.01% | 0.02% | 1025 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Bouchey Financial Group Ltd | History | New | 4,540 | 218 | 0.02% | — | 1027 | +4,540 | New | Q1 2026 | Apr 13, 2026 |
| Manuka Financial, LLC | History | No change | 4,785 | 218 | 0.13% | 0.13% | 1026 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Rialto Wealth Management, LLC | History | No change | 4,749 | 216 | 0.05% | 0.05% | 1028 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MASECO LLP | History | Added to | 4,726 | 215 | 0.01% | 0.01% | 1029 | +159 | 3.48% | Q1 2026 | Apr 21, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 4,700 | 214 | 0.14% | 0.14% | 1030 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Tanager Wealth Management LLP | History | New | 4,669 | 213 | 0.02% | — | 1032 | +4,669 | New | Q1 2026 | Apr 20, 2026 |
| Global View Capital Management LLC | History | Reduced | 4,666 | 213 | 0.06% | 0.04% | 1031 | -135 | -2.81% | Q1 2026 | May 04, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 4,629 | 211 | 0.01% | 0.01% | 1033 | +2,396 | 107.3% | Q1 2026 | May 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 4,616 | 210 | 0.0% | 0.0% | 1034 | +4,365 | 1739.04% | Q1 2026 | May 13, 2026 |
| Demars Financial Group, LLC | History | No change | 4,602 | 210 | 0.07% | 0.07% | 1035 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 4,563 | 208 | 0.02% | 0.02% | 1036 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 4,565 | 208 | 0.05% | 0.05% | 1037 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 4,555 | 207 | 0.15% | 0.15% | 1038 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ironwood Financial, llc | History | No change | 4,512 | 205 | 0.04% | 0.04% | 1039 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Red Door Wealth Management, LLC | History | New | 4,478 | 204 | 0.02% | — | 1040 | +4,478 | New | Q1 2026 | Apr 22, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | New | 4,460 | 203 | 0.03% | — | 1041 | +4,460 | New | Q1 2026 | May 04, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | New | 4,456 | 203 | 0.11% | — | 1042 | +4,456 | New | Q1 2026 | Apr 15, 2026 |
| Rench Wealth Management, Inc. | History | New | 4,417 | 201 | 0.06% | — | 1044 | +4,417 | New | Q1 2026 | May 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | New | 4,409 | 201 | 0.01% | — | 1043 | +4,409 | New | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | New | 4,390 | 200 | 0.0% | — | 1045 | +4,390 | New | Q1 2026 | May 13, 2026 |
| CacheTech Inc. | History | New | 4,382 | 200 | 0.04% | — | 1046 | +4,382 | New | Q1 2026 | May 11, 2026 |
| JMN Financial LLC | History | New | 4,382 | 200 | 0.2% | — | 1047 | +4,382 | New | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Reduced | 4,367 | 199 | 0.01% | 0.01% | 1048 | -1,385 | -24.08% | Q1 2026 | Apr 06, 2026 |
| Napier Financial, LLC | History | New | 4,285 | 195 | 0.04% | — | 1049 | +4,285 | New | Q1 2026 | May 05, 2026 |
| Hills Bank & Trust Co | History | No change | 4,055 | 185 | 0.01% | 0.01% | 1050 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Copia Wealth Management | History | No change | 4,071 | 185 | 0.13% | 0.13% | 1051 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 3,940 | 179 | 0.09% | 0.08% | 1052 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,869 | 176 | 0.01% | 0.01% | 1053 | +32 | 0.83% | Q1 2026 | May 15, 2026 |
| Orion Capital Management LLC | History | No change | 3,850 | 175 | 0.06% | 0.06% | 1054 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 3,820 | 174 | 0.14% | — | 1055 | +3,820 | New | Q1 2026 | Apr 16, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 3,637 | 166 | 0.03% | 0.03% | 1056 | +362 | 11.05% | Q1 2026 | May 11, 2026 |
| Trust Co | History | Added to | 3,598 | 164 | 0.02% | 0.01% | 1057 | +2,230 | 163.01% | Q1 2026 | Apr 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 3,444 | 157 | 0.0% | 0.0% | 1058 | -247 | -6.69% | Q1 2026 | May 08, 2026 |
| Hoese & Co LLP | History | No change | 3,211 | 146 | 0.11% | 0.1% | 1059 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 3,215 | 146 | 0.07% | 0.07% | 1060 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 3,192 | 145 | 0.08% | 0.01% | 1061 | +2,662 | 502.26% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | No change | 3,070 | 140 | 0.0% | 0.0% | 1062 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Westside Investment Management, Inc. | History | Added to | 3,045 | 139 | 0.02% | 0.02% | 1063 | +55 | 1.84% | Q1 2026 | May 04, 2026 |
| Winch Advisory Services, LLC | History | No change | 3,040 | 138 | 0.03% | 0.03% | 1064 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Spire Wealth Management | History | Reduced | 2,922 | 133 | 0.0% | 0.0% | 1065 | -5 | -0.17% | Q1 2026 | Apr 22, 2026 |
| Mosley Wealth Management | History | New | 3,048 | 130 | 0.06% | — | 1066 | +3,048 | New | Q1 2026 | Apr 27, 2026 |
| Clearstead Trust, LLC | History | Reduced | 2,843 | 129 | 0.02% | 0.02% | 1067 | -378 | -11.74% | Q1 2026 | May 06, 2026 |
| Graney & King, LLC | History | No change | 2,837 | 129 | 0.07% | 0.07% | 1068 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Signature Equity Partners, LLC | History | New | 2,822 | 128 | 0.07% | — | 1072 | +2,822 | New | Q1 2026 | May 13, 2026 |
| Operose Advisors LLC | History | Added to | 2,819 | 128 | 0.03% | 0.02% | 1070 | +633 | 28.96% | Q1 2026 | May 12, 2026 |
| Morling Financial Advisors, LLC | History | Reduced | 2,805 | 128 | 0.04% | 0.04% | 1069 | -91 | -3.14% | Q1 2026 | May 06, 2026 |
| Coston, McIsaac & Partners | History | No change | 2,813 | 128 | 0.03% | 0.03% | 1071 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Addison Advisors LLC | History | No change | 2,780 | 126 | 0.03% | 0.03% | 1073 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Gould Capital, LLC | History | New | 2,709 | 123 | 0.07% | — | 1074 | +2,709 | New | Q1 2026 | May 15, 2026 |
| Abound Wealth Management | History | Added to | 2,669 | 121 | 0.03% | 0.03% | 1076 | +83 | 3.21% | Q1 2026 | Apr 10, 2026 |
| Front Row Advisors LLC | History | Added to | 2,657 | 121 | 0.04% | 0.04% | 1075 | +10 | 0.38% | Q1 2026 | May 19, 2026 |
| True Wealth Design, LLC | History | New | 2,600 | 118 | 0.03% | — | 1079 | +2,600 | New | Q1 2026 | Apr 13, 2026 |
| Key Capital Management, INC | History | Added to | 2,589 | 118 | 0.08% | — | 1078 | +2,587 | 129350.0% | Q1 2026 | May 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 2,598 | 118 | 0.01% | 0.01% | 1077 | -66 | -2.48% | Q1 2026 | Apr 20, 2026 |
| Sachetta, LLC | History | New | 2,454 | 112 | 0.06% | — | 1082 | +2,454 | New | Q1 2026 | May 01, 2026 |
| Covestor Ltd | History | Added to | 2,455 | 112 | 0.08% | 0.03% | 1081 | +1,191 | 94.22% | Q1 2026 | May 05, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 2,463 | 112 | 0.01% | 0.01% | 1080 | -200 | -7.51% | Q1 2026 | May 11, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 2,416 | 110 | 0.01% | — | 1083 | +2,416 | New | Q1 2026 | May 08, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 2,368 | 108 | 0.01% | 0.01% | 1084 | +215 | 9.99% | Q1 2026 | Apr 17, 2026 |
| Destiny Wealth Partners, LLC | History | New | 2,338 | 106 | 0.01% | — | 1086 | +2,338 | New | Q1 2026 | May 11, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 2,335 | 106 | 0.03% | 0.02% | 1085 | +1,212 | 107.93% | Q1 2026 | May 11, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 2,310 | 105 | 0.01% | — | 1089 | +2,310 | New | Q1 2026 | Apr 16, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,304 | 105 | 0.01% | 0.01% | 1087 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,184 | 105 | 0.0% | 0.0% | 1088 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 2,297 | 104 | 0.16% | — | 1090 | +2,297 | New | Q1 2026 | May 04, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 2,270 | 103 | 0.09% | 0.09% | 1091 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 2,235 | 102 | 0.03% | — | 1094 | +2,235 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 2,235 | 102 | 0.03% | 0.03% | 1093 | +5 | 0.22% | Q1 2026 | May 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 2,223 | 102 | 0.0% | 0.0% | 1092 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 2,140 | 97 | 0.02% | 0.02% | 1095 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 2,111 | 96 | 0.08% | 0.08% | 1096 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 2,074 | 94 | 0.03% | 0.03% | 1097 | +69 | 3.44% | Q1 2026 | May 05, 2026 |
| Accent Capital Management, LLC | History | No change | 2,000 | 91 | 0.04% | 0.04% | 1098 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WealthCollab, LLC | History | Reduced | 1,993 | 90 | 0.04% | 0.04% | 1099 | -107 | -5.1% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 1,961 | 89 | 0.0% | 0.0% | 1100 | -32,456 | -94.3% | Q1 2026 | May 15, 2026 |
| American Capital Advisory, LLC | History | No change | 1,900 | 86 | 0.03% | 0.04% | 1101 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 1,888 | 83 | 0.07% | 0.07% | 1102 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 1,808 | 82 | 0.02% | — | 1104 | +1,808 | New | Q1 2026 | Apr 17, 2026 |
| Bogart Wealth, LLC | History | No change | 1,817 | 82 | 0.0% | 0.0% | 1103 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| First Command Advisory Services, Inc. | History | No change | 1,766 | 80 | 0.0% | 0.0% | 1105 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,751 | 79 | 0.0% | 0.0% | 1106 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 1,800 | 79 | 0.04% | 0.04% | 1107 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | New | 1,600 | 73 | 0.01% | — | 1108 | +1,600 | New | Q1 2026 | Apr 15, 2026 |
| Opal Wealth Advisors, LLC | History | New | 1,545 | 70 | 0.02% | — | 1110 | +1,545 | New | Q1 2026 | Apr 14, 2026 |
| HHM Wealth Advisors, LLC | History | New | 1,540 | 70 | 0.01% | — | 1109 | +1,540 | New | Q1 2026 | Apr 17, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 1,499 | 68 | 0.04% | 0.04% | 1111 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,497 | 68 | 0.01% | 0.01% | 1112 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,459 | 66 | 0.03% | 0.03% | 1113 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 1,360 | 62 | 0.0% | 0.0% | 1114 | -65 | -4.56% | Q1 2026 | May 06, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 1,367 | 62 | 0.01% | 0.01% | 1115 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ROGCO, LP | History | No change | 1,246 | 56 | 0.02% | 0.02% | 1116 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Bare Financial Services, Inc | History | No change | 1,210 | 55 | 0.01% | 0.01% | 1117 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tidemark, LLC | History | No change | 1,211 | 55 | 0.01% | 0.02% | 1118 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Archer Investment Corp | History | Added to | 1,161 | 53 | 0.01% | 0.0% | 1119 | +1,072 | 1204.49% | Q1 2026 | May 04, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,145 | 52 | 0.01% | 0.01% | 1120 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Stone House Investment Management, LLC | History | Added to | 1,100 | 50 | 0.01% | 0.01% | 1121 | +13 | 1.2% | Q1 2026 | Apr 22, 2026 |
| Clarity Asset Management, Inc. | History | No change | 1,113 | 50 | 0.03% | 0.03% | 1122 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,068 | 48 | 0.0% | — | 1124 | +1,068 | New | Q1 2026 | May 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 1,064 | 48 | 0.01% | 0.01% | 1123 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,040 | 47 | 0.01% | 0.01% | 1125 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WPG Advisers, LLC | History | No change | 1,039 | 47 | 0.03% | 0.03% | 1126 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,056 | 46 | 0.01% | 0.01% | 1127 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Bruce G. Allen Investments, LLC | History | New | 982 | 44 | 0.03% | — | 1128 | +982 | New | Q1 2026 | May 08, 2026 |
| GODSEY & GIBB, INC | History | New | 955 | 43 | 0.0% | — | 1129 | +955 | New | Q1 2026 | Apr 20, 2026 |
| Investment Research & Advisory Group, Inc. | History | New | 954 | 43 | 0.02% | — | 1130 | +954 | New | Q1 2026 | Apr 20, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 885 | 40 | 0.0% | — | 1131 | +885 | New | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | No change | 874 | 39 | 0.01% | 0.01% | 1132 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| MilWealth Group LLC | History | No change | 851 | 38 | 0.01% | 0.01% | 1133 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Longview Financial Advisors LLC | History | No change | 850 | 38 | 0.02% | 0.02% | 1134 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Community Bank, N.A. | History | New | 831 | 37 | 0.0% | — | 1135 | +831 | New | Q1 2026 | May 12, 2026 |
| Johnson Financial Group, Inc. | History | New | 800 | 36 | 0.0% | — | 1137 | +800 | New | Q1 2026 | May 07, 2026 |
| Ascentis Independent Advisors | History | New | 792 | 36 | 0.0% | — | 1139 | +792 | New | Q1 2026 | Apr 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 789 | 36 | 0.0% | — | 1138 | +789 | New | Q1 2026 | May 11, 2026 |
| Northwest Capital Management Inc | History | No change | 828 | 36 | 0.16% | 0.16% | 1136 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Knuff & Co LLC | History | New | 767 | 35 | 0.01% | — | 1142 | +767 | New | Q1 2026 | May 11, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 779 | 35 | 0.02% | 0.02% | 1140 | -140 | -15.23% | Q1 2026 | May 05, 2026 |
| Hamrick Investment Counsel, llc | History | No change | 785 | 35 | 0.02% | 0.03% | 1141 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| 10Elms LLP | History | Added to | 714 | 32 | 0.02% | — | 1143 | +702 | 5850.0% | Q1 2026 | May 15, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 697 | 31 | 0.0% | 0.0% | 1144 | +8 | 1.16% | Q1 2026 | May 14, 2026 |
| IMG Wealth Management, Inc. | History | No change | 689 | 31 | 0.02% | 0.02% | 1145 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | New | 650 | 29 | 0.0% | — | 1146 | +650 | New | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 605 | 28 | 0.0% | 0.01% | 1148 | -1,168 | -65.88% | Q1 2026 | May 01, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 608 | 28 | 0.0% | 0.0% | 1147 | +566 | 1347.62% | Q1 2026 | May 01, 2026 |
| GGM Financial LLC | History | No change | 621 | 28 | 0.01% | 0.01% | 1149 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 606 | 27 | 0.0% | 0.0% | 1150 | -9 | -1.46% | Q1 2026 | May 06, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 523 | 25 | 0.0% | 0.0% | 1151 | +27 | 5.44% | Q1 2026 | May 06, 2026 |
| Wealth Science Advisors LLC | History | New | 546 | 24 | 0.01% | — | 1153 | +546 | New | Q1 2026 | Apr 08, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 544 | 24 | 0.0% | 0.0% | 1152 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Hanson & Doremus Investment Management | History | No change | 510 | 23 | 0.0% | 0.0% | 1154 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Ares Financial Consulting, LLC | History | No change | 509 | 23 | 0.02% | 0.02% | 1155 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 482 | 22 | 0.01% | 0.01% | 1156 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| New Millennium Group LLC | History | No change | 517 | 22 | 0.01% | 0.01% | 1157 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Horizons Wealth Management | History | No change | 498 | 22 | 0.01% | 0.01% | 1158 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| ORG Partners LLC | History | No change | 503 | 22 | 0.0% | 0.0% | 1159 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 475 | 21 | 0.01% | — | 1162 | +475 | New | Q1 2026 | Apr 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 469 | 21 | 0.0% | 0.0% | 1160 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Miller Capital Partners, Inc. | History | No change | 470 | 21 | 0.01% | 0.01% | 1161 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 455 | 20 | 0.01% | 0.01% | 1163 | -173 | -27.55% | Q1 2026 | May 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 450 | 20 | 0.0% | 0.0% | 1164 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RHL GROUP, LLC | History | New | 417 | 19 | 0.02% | — | 1167 | +417 | New | Q1 2026 | May 13, 2026 |
| Valued Wealth Advisors LLC | History | No change | 421 | 19 | 0.01% | 0.01% | 1165 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 423 | 19 | 0.01% | 0.01% | 1166 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Tower View Wealth Management LLC | History | No change | 396 | 18 | 0.01% | 0.01% | 1168 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Davis Capital Management | History | No change | 404 | 18 | 0.01% | 0.01% | 1169 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| TSFG, LLC | History | No change | 370 | 17 | 0.0% | 0.0% | 1170 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 354 | 16 | 0.0% | 0.0% | 1171 | -280 | -44.16% | Q1 2026 | Apr 21, 2026 |
| Global Wealth Strategies & Associates | History | No change | 369 | 16 | 0.0% | 0.0% | 1172 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Arlington Trust Co LLC | History | No change | 354 | 16 | 0.0% | 0.0% | 1173 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| TFC Financial Management, Inc. | History | New | 339 | 15 | 0.0% | — | 1176 | +339 | New | Q1 2026 | Apr 23, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 338 | 15 | 0.0% | 0.0% | 1174 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Topsail Wealth Management, LLC | History | No change | 349 | 15 | 0.0% | 0.0% | 1175 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 321 | 14 | 0.01% | — | 1177 | +321 | New | Q1 2026 | May 14, 2026 |
| Kilter Group LLC | History | Reduced | 289 | 13 | 0.01% | 0.08% | 1178 | -3,771 | -92.88% | Q1 2026 | May 14, 2026 |
| Pflug Koory, LLC | History | No change | 264 | 12 | 0.01% | 0.01% | 1179 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 259 | 11 | 0.0% | 0.0% | 1180 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 243 | 11 | 0.01% | 0.01% | 1181 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Crewe Advisors LLC | History | Reduced | 214 | 9 | 0.0% | 0.0% | 1182 | -867 | -80.2% | Q1 2026 | May 07, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 216 | 9 | 0.0% | — | 1185 | +216 | New | Q1 2026 | Apr 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 207 | 9 | 0.0% | — | 1184 | +207 | New | Q1 2026 | Apr 29, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 216 | 9 | 0.01% | 0.01% | 1183 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Oakworth Capital, Inc. | History | No change | 192 | 8 | 0.0% | 0.0% | 1186 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Anfield Capital Management, LLC | History | No change | 187 | 8 | 0.0% | 0.0% | 1187 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Main Street Group, LTD | History | New | 161 | 7 | 0.0% | — | 1189 | +161 | New | Q1 2026 | May 06, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 160 | 7 | 0.0% | 0.0% | 1188 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| First Pacific Financial | History | New | 141 | 6 | 0.0% | — | 1192 | +141 | New | Q1 2026 | Apr 23, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 151 | 6 | 0.0% | 0.0% | 1190 | +8 | 5.59% | Q1 2026 | Apr 17, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 151 | 6 | 0.0% | 0.0% | 1191 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 114 | 5 | 0.0% | — | 1197 | +114 | New | Q1 2026 | May 05, 2026 |
| Evergreen Advisors, LLC | History | New | 113 | 5 | 0.0% | — | 1196 | +113 | New | Q1 2026 | May 05, 2026 |
| Networth Advisors, LLC | History | Added to | 116 | 5 | 0.0% | 0.0% | 1195 | +82 | 241.18% | Q1 2026 | Apr 22, 2026 |
| Darwin Wealth Management, LLC | History | No change | 111 | 5 | 0.0% | 0.0% | 1193 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 117 | 5 | 0.0% | 0.0% | 1194 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SHP Wealth Management | History | Added to | 107 | 4 | 0.0% | — | 1198 | +102 | 2040.0% | Q1 2026 | May 08, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 95 | 4 | 0.0% | 0.0% | 1199 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Motiv8 Investments LLC | History | No change | 88 | 4 | 0.0% | 0.0% | 1200 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY ADVISORS, INC. | History | No change | 102 | 4 | 0.0% | 0.0% | 1201 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 106 | 4 | 0.0% | 0.0% | 1202 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Redwood Park Advisors LLC | History | No change | 79 | 3 | 0.0% | 0.0% | 1203 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 46 | 2 | 0.0% | — | 1206 | +46 | New | Q1 2026 | May 12, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 44 | 2 | 0.0% | 0.0% | 1204 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MTM Investment Management, LLC | History | No change | 62 | 2 | 0.0% | 0.0% | 1205 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 26 | 1 | 0.0% | 0.0% | 1207 | -1,096 | -97.68% | Q1 2026 | May 15, 2026 |
| Truvestments Capital LLC | History | New | 24 | 1 | 0.0% | — | 1211 | +24 | New | Q1 2026 | May 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 34 | 1 | 0.0% | 0.0% | 1208 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Decker Retirement Planning Inc. | History | No change | 22 | 1 | 0.0% | — | 1209 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 37 | 1 | 0.0% | 0.0% | 1210 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Select Equity Group, L.P. | History | Closed out | 0 | 0 | — | 0.17% | — | -907,211 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.59% | — | -402,443 | -100.0% | Q1 2026 | May 01, 2026 |
| BANK HAPOALIM BM | History | Closed out | 0 | 0 | — | 1.48% | — | -384,000 | -100.0% | Q1 2026 | May 04, 2026 |
| Strategic Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 9.38% | — | -371,396 | -100.0% | Q1 2026 | May 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -267,380 | -100.0% | Q1 2026 | May 15, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.31% | — | -77,850 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -69,571 | -100.0% | Q1 2026 | May 12, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 1.05% | — | -48,642 | -100.0% | Q1 2026 | May 04, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.04% | — | -35,138 | -100.0% | Q1 2026 | May 11, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -30,630 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -28,599 | -100.0% | Q1 2026 | May 14, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -21,822 | -100.0% | Q1 2026 | May 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -20,768 | -100.0% | Q1 2026 | May 06, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -16,257 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Canvas Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -15,565 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,135 | -100.0% | Q1 2026 | May 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -13,919 | -100.0% | Q1 2026 | Apr 23, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -12,775 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -11,034 | -100.0% | Q1 2026 | May 15, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -10,660 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Providence Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -8,098 | -100.0% | Q1 2026 | May 12, 2026 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 0.26% | — | -7,058 | -100.0% | Q1 2026 | May 20, 2026 |
| FOCUSED ALPHA, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -7,043 | -100.0% | Q1 2026 | May 12, 2026 |
| Premier Path Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,960 | -100.0% | Q1 2026 | Apr 23, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,619 | -100.0% | Q1 2026 | May 12, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -6,443 | -100.0% | Q1 2026 | Apr 08, 2026 |
| SlateStone Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,382 | -100.0% | Q1 2026 | May 14, 2026 |
| Spinnaker Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,125 | -100.0% | Q1 2026 | Apr 08, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -5,869 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Cardinal Point Capital Management ULC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,530 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Perissos Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -5,245 | -100.0% | Q1 2026 | May 07, 2026 |
| ATX Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,990 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Van Hulzen Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,973 | -100.0% | Q1 2026 | May 14, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,580 | -100.0% | Q1 2026 | May 15, 2026 |
| Safe Harbor Fiduciary, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,461 | -100.0% | Q1 2026 | May 15, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.03% | — | -1,400 | -100.0% | Q1 2026 | May 01, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,169 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Woodside Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -723 | -100.0% | Q1 2026 | Apr 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Closed out | 0 | 0 | — | 0.0% | — | -644 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -438 | -100.0% | Q1 2026 | May 12, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -382 | -100.0% | Q1 2026 | May 12, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -335 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -277 | -100.0% | Q1 2026 | May 11, 2026 |
| Quaker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -241 | -100.0% | Q1 2026 | Apr 10, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q1 2026 | May 19, 2026 |
| POM Investment Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q1 2026 | May 11, 2026 |
| Security National Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Wilkerson Advisory Group LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q1 2026 | May 08, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 20 | 0 | — | 0.0% | — | -10 | -33.33% | Q1 2026 | May 06, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 15, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SITTNER & NELSON, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DecisionPoint Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |