iSHARES TRUST - USMV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Added to | 15,351,246 | 1,423,674 | 0.07% | 0.06% | 1 | +3,140,299 | 25.72% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 14,250,677 | 1,321,607 | 0.41% | 0.4% | 2 | +477,559 | 3.47% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 12,775,026 | 1,184,755 | 0.09% | 0.09% | 3 | -248,432 | -1.91% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 12,748,910 | 1,182,334 | 0.07% | 0.09% | 4 | -2,487,931 | -16.33% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 6,281,097 | 582,508 | 0.15% | 0.16% | 5 | -7,568 | -0.12% | Q1 2026 | May 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,482,760 | 415,731 | 0.24% | 0.24% | 6 | -186,245 | -3.99% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,370,460 | 406,919 | 0.83% | 0.89% | 7 | -2,607,282 | -37.37% | Q1 2026 | Apr 08, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 4,242,597 | 393,458 | 8.46% | 8.42% | 8 | +489,637 | 13.05% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 4,242,597 | 393,458 | 7.33% | 7.26% | 9 | +489,637 | 13.05% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,985,108 | 369,578 | 0.1% | 0.1% | 10 | +504,119 | 14.48% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,543,301 | 328,605 | 0.06% | 0.06% | 11 | +33,675 | 0.96% | Q1 2026 | Jul 08, 2026 |
| UBS Group AG | History | Reduced | 3,227,908 | 299,356 | 0.04% | 0.05% | 12 | -190,318 | -5.57% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Reduced | 3,219,933 | 298,616 | 0.01% | 0.01% | 13 | -941,852 | -22.63% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,443,495 | 226,644 | 0.05% | 0.06% | 14 | -364,649 | -12.99% | Q1 2026 | Jul 17, 2026 |
| Cetera Investment Advisers | History | Added to | 2,162,456 | 200,546 | 0.21% | 0.22% | 15 | +39,289 | 1.85% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,906,795 | 176,836 | 0.25% | 0.25% | 16 | -88,683 | -4.44% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,865,981 | 171,091 | 0.01% | 0.02% | 17 | -1,676,782 | -47.33% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,560,042 | 144,676 | 0.13% | 0.14% | 18 | +28,733 | 1.88% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,558,899 | 144,574 | 0.03% | 0.03% | 19 | -104,738 | -6.3% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,521,231 | 141,078 | 0.09% | 0.1% | 20 | -154,008 | -9.19% | Q1 2026 | May 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,356,170 | 125,771 | 0.66% | 0.16% | 21 | +1,117,752 | 468.82% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 1,343,205 | 124,568 | 0.25% | 0.3% | 22 | -211,159 | -13.58% | Q1 2026 | May 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,336,870 | 123,981 | 0.32% | 0.35% | 23 | -81,638 | -5.76% | Q1 2026 | Apr 30, 2026 |
| Cerity Partners LLC | History | Added to | 1,326,083 | 122,982 | 0.17% | 0.17% | 24 | +103,388 | 8.46% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 1,303,499 | 120,886 | 1.35% | 1.42% | 25 | +111,805 | 9.38% | Q1 2026 | May 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 1,276,721 | 118,403 | 0.96% | 0.95% | 26 | +42,620 | 3.45% | Q1 2026 | May 01, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 1,250,600 | 115,980 | 0.09% | 0.33% | 27 | -1,242,000 | -49.83% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 1,188,453 | 110,217 | 0.12% | 0.13% | 28 | -37,166 | -3.03% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,143,557 | 106,053 | 2.46% | 1.32% | 29 | +569,762 | 99.3% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,159,498 | 105,659 | 0.05% | 0.06% | 30 | +150,723 | 14.94% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,077,889 | 99,963 | 0.15% | 0.18% | 31 | -189,724 | -14.97% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 1,075,243 | 99,718 | 0.12% | 0.12% | 32 | +19,967 | 1.89% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Added to | 893,614 | 82,873 | 0.95% | 0.92% | 33 | +39,266 | 4.6% | Q1 2026 | Apr 16, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 853,808 | 79,182 | 0.09% | 0.09% | 34 | +1,690 | 0.2% | Q1 2026 | May 08, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 837,287 | 77,649 | 3.07% | 3.11% | 35 | -33,000 | -3.79% | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 818,745 | 75,952 | 0.11% | 0.13% | 36 | -155,992 | -16.0% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 800,500 | 74,238 | 1.29% | — | 37 | +800,500 | New | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Reduced | 733,419 | 68,017 | 0.18% | 0.2% | 38 | -62,311 | -7.83% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 715,391 | 66,341 | 0.12% | 0.13% | 39 | -20,555 | -2.79% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 707,715 | 65,633 | 0.08% | 0.08% | 40 | -20,988 | -2.88% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 701,950 | 65,099 | 0.07% | 0.07% | 41 | +30,751 | 4.58% | Q1 2026 | May 05, 2026 |
| MAI Capital Management | History | Reduced | 698,393 | 64,768 | 0.37% | 0.39% | 42 | -14,301 | -2.01% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 656,306 | 60,866 | 0.06% | 0.06% | 43 | +872 | 0.13% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 634,361 | 58,830 | 0.3% | 0.34% | 44 | -31,947 | -4.79% | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Added to | 618,327 | 57,343 | 0.21% | 0.16% | 45 | +142,687 | 30.0% | Q1 2026 | Jun 02, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 617,480 | 57,265 | 0.14% | 0.15% | 46 | -53,960 | -8.04% | Q1 2026 | Apr 22, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 532,541 | 49,387 | 0.01% | 0.01% | 47 | -4,427 | -0.82% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 492,726 | 45,695 | 0.21% | 0.22% | 48 | -10,529 | -2.09% | Q1 2026 | Apr 24, 2026 |
| Facet Wealth, Inc. | History | Added to | 465,985 | 43,215 | 0.75% | 0.78% | 49 | +3,443 | 0.74% | Q1 2026 | May 07, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | New | 441,070 | 40,904 | 0.07% | — | 50 | +441,070 | New | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 426,378 | 39,542 | 0.32% | 0.32% | 51 | +143,895 | 50.94% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 404,160 | 37,481 | 0.18% | 0.19% | 52 | -21,269 | -5.0% | Q1 2026 | May 26, 2026 |
| High Probability Advisors, LLC | History | Added to | 393,657 | 36,507 | 4.67% | 4.8% | 53 | +11,167 | 2.92% | Q1 2026 | Apr 10, 2026 |
| BARCLAYS PLC | History | Reduced | 391,430 | 36,301 | 0.01% | 0.01% | 54 | -138,229 | -26.1% | Q1 2026 | May 14, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 366,628 | 34,001 | 2.87% | 3.2% | 55 | -10,866 | -2.88% | Q1 2026 | Apr 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 365,834 | 33,927 | 0.09% | 0.12% | 56 | -142,437 | -28.02% | Q1 2026 | May 04, 2026 |
| Klingman & Associates, LLC | History | Reduced | 361,598 | 33,534 | 1.61% | 1.65% | 57 | -1,490 | -0.41% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 342,687 | 31,780 | 0.04% | 0.04% | 58 | +5,511 | 1.63% | Q1 2026 | Apr 27, 2026 |
| Symmetry Partners, LLC | History | Added to | 332,924 | 30,875 | 1.76% | 1.71% | 59 | +25,246 | 8.21% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 329,668 | 30,573 | 0.12% | 0.11% | 60 | +49,300 | 17.58% | Q1 2026 | Apr 30, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 328,555 | 30,464 | 1.59% | 1.53% | 61 | +20,456 | 6.64% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 327,516 | 30,373 | 0.02% | 0.02% | 62 | +77,206 | 30.84% | Q1 2026 | May 12, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 317,175 | 29,414 | 3.97% | 3.98% | 63 | +5,192 | 1.66% | Q1 2026 | Apr 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 301,846 | 28,421 | 0.01% | 0.01% | 64 | -16,205 | -5.1% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 301,021 | 27,916 | 0.1% | 0.11% | 65 | -21,039 | -6.53% | Q1 2026 | Apr 24, 2026 |
| GDS Wealth Management | History | Added to | 278,149 | 25,795 | 1.55% | 1.56% | 66 | +13,490 | 5.1% | Q1 2026 | Apr 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 266,927 | 24,755 | 0.19% | 0.25% | 67 | -42,740 | -13.8% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 256,054 | 23,746 | 1.19% | 1.24% | 68 | +2,292 | 0.9% | Q1 2026 | Apr 23, 2026 |
| Lido Advisors, LLC | History | Reduced | 249,200 | 23,110 | 0.07% | 0.08% | 69 | -25,147 | -9.17% | Q1 2026 | May 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 243,173 | 22,551 | 0.41% | 0.45% | 70 | -18,503 | -7.07% | Q1 2026 | May 07, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 241,999 | 22,442 | 0.25% | 0.01% | 71 | +236,270 | 4124.11% | Q1 2026 | May 13, 2026 |
| Vestcor Inc | History | Reduced | 239,551 | 22,216 | 0.61% | 1.13% | 72 | -181,197 | -43.07% | Q1 2026 | May 12, 2026 |
| Cassia Capital Partners, LLC | History | Added to | 239,019 | 22,166 | 11.4% | 11.59% | 73 | +11,526 | 5.07% | Q1 2026 | Apr 24, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 236,775 | 21,958 | 2.9% | 2.58% | 74 | +39,141 | 19.8% | Q1 2026 | May 11, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 235,579 | 21,847 | 8.37% | 8.16% | 75 | +12,740 | 5.72% | Q1 2026 | May 05, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 234,954 | 21,789 | 0.3% | 0.3% | 76 | -1,577 | -0.67% | Q1 2026 | May 01, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 233,687 | 21,672 | 2.46% | 2.57% | 77 | -8,370 | -3.46% | Q1 2026 | Apr 16, 2026 |
| Pacific Center for Financial Services | History | Reduced | 231,033 | 21,425 | 5.43% | 5.78% | 78 | -7,312 | -3.07% | Q1 2026 | May 12, 2026 |
| Well Done, LLC | History | Reduced | 228,169 | 21,160 | 3.11% | 3.44% | 79 | -16,080 | -6.58% | Q1 2026 | Apr 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 226,716 | 21,025 | 0.21% | 0.22% | 80 | -7,882 | -3.36% | Q1 2026 | May 08, 2026 |
| Penserra Capital Management LLC | History | New | 225,590 | 20,921 | 0.25% | — | 81 | +225,590 | New | Q1 2026 | May 11, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 218,582 | 20,271 | 1.73% | 1.76% | 82 | -3,553 | -1.6% | Q1 2026 | May 05, 2026 |
| Lester Murray Antman dba SimplyRich | History | Reduced | 217,943 | 20,212 | 5.17% | 5.43% | 83 | -2,771 | -1.26% | Q1 2026 | May 01, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 216,124 | 20,043 | 2.91% | 3.05% | 84 | -8,408 | -3.74% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 215,810 | 20,014 | 0.11% | 0.12% | 85 | -10,653 | -4.7% | Q1 2026 | May 05, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 212,459 | 19,703 | 0.17% | 0.83% | 86 | -681,132 | -76.22% | Q1 2026 | May 14, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 210,228 | 19,496 | 1.68% | 1.47% | 87 | +28,637 | 15.77% | Q1 2026 | Apr 07, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 205,766 | 19,490 | 0.04% | 0.03% | 88 | +102,883 | 100.0% | Q1 2026 | May 12, 2026 |
| CHOREO, LLC | History | Reduced | 206,453 | 19,146 | 0.24% | 0.26% | 89 | -10,526 | -4.85% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Reduced | 200,801 | 18,622 | 0.01% | 0.01% | 90 | -32,883 | -14.07% | Q1 2026 | May 11, 2026 |
| &PARTNERS | History | Reduced | 203,693 | 18,598 | 0.09% | 0.1% | 91 | -8,002 | -3.78% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 200,055 | 18,553 | 0.03% | 0.03% | 92 | -2,505 | -1.24% | Q1 2026 | May 14, 2026 |
| Wealth Advisors of Iowa, LLC | History | Added to | 197,331 | 18,300 | 5.66% | 6.08% | 93 | +695 | 0.35% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 191,799 | 18,059 | 0.12% | 0.13% | 94 | -10,300 | -5.1% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 191,280 | 17,729 | 0.11% | 0.11% | 95 | -2,605 | -1.34% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 186,307 | 17,542 | 0.07% | 0.07% | 96 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 187,090 | 17,350 | 0.2% | 0.26% | 97 | -54,386 | -22.52% | Q1 2026 | Apr 28, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 182,452 | 16,920 | 2.68% | 3.28% | 98 | -6,242 | -3.31% | Q1 2026 | Apr 17, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 181,946 | 16,873 | 0.2% | 0.25% | 99 | -32,849 | -15.29% | Q1 2026 | May 01, 2026 |
| Independent Advisor Alliance | History | Added to | 181,404 | 16,823 | 0.18% | 0.01% | 100 | +176,130 | 3339.59% | Q1 2026 | May 12, 2026 |
| Darrow Company, Inc. | History | Added to | 179,532 | 16,649 | 7.49% | 7.4% | 101 | +4,726 | 2.7% | Q1 2026 | Apr 20, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 177,987 | 16,506 | 5.68% | 5.5% | 102 | +2,939 | 1.68% | Q1 2026 | May 04, 2026 |
| Asset Advisors Investment Management, LLC | History | Added to | 174,387 | 16,172 | 1.54% | 1.49% | 103 | +2,368 | 1.38% | Q1 2026 | Apr 16, 2026 |
| Merit Financial Group, LLC | History | Added to | 173,406 | 16,081 | 0.12% | 0.11% | 104 | +33,758 | 24.17% | Q1 2026 | Apr 15, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 172,101 | 15,960 | 4.69% | 5.15% | 105 | -1,002 | -0.58% | Q1 2026 | Apr 30, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 169,816 | 15,748 | 2.73% | 3.0% | 106 | -6,683 | -3.79% | Q1 2026 | Apr 08, 2026 |
| Trinity Wealth Management, LLC | History | Reduced | 167,481 | 15,532 | 5.7% | 5.83% | 107 | -522 | -0.31% | Q1 2026 | Apr 17, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 166,058 | 15,400 | 2.52% | 2.6% | 108 | +1,880 | 1.15% | Q1 2026 | Apr 21, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 164,703 | 15,274 | 0.03% | 0.0% | 109 | +156,034 | 1799.91% | Q1 2026 | May 01, 2026 |
| Leelyn Smith, LLC | History | Added to | 164,336 | 15,240 | 2.14% | 2.14% | 110 | +7,231 | 4.6% | Q1 2026 | Apr 27, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 160,630 | 14,896 | 3.16% | 3.63% | 111 | +6,698 | 4.35% | Q1 2026 | May 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 159,813 | 14,821 | 1.2% | — | 112 | +159,813 | New | Q1 2026 | Apr 28, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 157,477 | 14,604 | 1.43% | 1.91% | 113 | -53,864 | -25.49% | Q1 2026 | Apr 30, 2026 |
| Modern Wealth Management, LLC | History | Added to | 156,959 | 14,545 | 0.25% | 0.27% | 114 | +856 | 0.55% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Added to | 156,526 | 14,516 | 0.4% | 0.39% | 115 | +6,073 | 4.04% | Q1 2026 | May 04, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 155,157 | 14,389 | 1.37% | 1.61% | 116 | -31,222 | -16.75% | Q1 2026 | Apr 27, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 150,485 | 14,124 | 0.8% | 1.01% | 117 | -31,283 | -17.21% | Q1 2026 | Apr 17, 2026 |
| Beacon Bank & Trust | History | Added to | 151,232 | 14,025 | 2.88% | 2.81% | 118 | +4,325 | 2.94% | Q1 2026 | Apr 28, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 151,073 | 14,010 | 0.08% | 0.08% | 119 | -5,357 | -3.42% | Q1 2026 | Apr 30, 2026 |
| Koenig Investment Advisory, LLC | History | Added to | 149,232 | 13,839 | 11.75% | 11.63% | 120 | +1,077 | 0.73% | Q1 2026 | Apr 16, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 145,638 | 13,506 | 2.92% | — | 121 | +145,638 | New | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 140,619 | 13,041 | 0.34% | 0.08% | 122 | +104,213 | 286.25% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 140,507 | 13,030 | 0.27% | 0.3% | 123 | -1,741 | -1.22% | Q1 2026 | Apr 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 140,014 | 12,984 | 0.08% | 0.08% | 124 | +599 | 0.43% | Q1 2026 | May 05, 2026 |
| KilterHowling LLC | History | Added to | 139,419 | 12,929 | 6.52% | 6.55% | 125 | +2,214 | 1.61% | Q1 2026 | May 12, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | Added to | 136,874 | 12,846 | 5.76% | 5.79% | 126 | +478 | 0.35% | Q1 2026 | Apr 13, 2026 |
| Carrera Capital Advisors | History | Reduced | 138,278 | 12,823 | 1.98% | 2.6% | 127 | -25,952 | -15.8% | Q1 2026 | May 04, 2026 |
| KWMG, LLC | History | Added to | 137,176 | 12,721 | 1.06% | 1.08% | 128 | +4,679 | 3.53% | Q1 2026 | Apr 09, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | Added to | 134,186 | 12,444 | 6.66% | 6.53% | 129 | +2,395 | 1.82% | Q1 2026 | Apr 27, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 133,131 | 12,346 | 0.84% | 0.81% | 130 | +4,185 | 3.25% | Q1 2026 | May 21, 2026 |
| BlueStem Wealth Partners, LLC | History | New | 132,339 | 12,273 | 1.36% | — | 131 | +132,339 | New | Q1 2026 | May 07, 2026 |
| TD Capital Management LLC | History | Reduced | 131,500 | 12,195 | 1.1% | 1.13% | 132 | -4,154 | -3.06% | Q1 2026 | May 11, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Added to | 131,293 | 12,176 | 6.69% | 6.84% | 133 | +987 | 0.76% | Q1 2026 | Apr 27, 2026 |
| White Pine Investment CO | History | Reduced | 129,715 | 12,030 | 2.8% | 2.9% | 134 | -1,159 | -0.89% | Q1 2026 | Apr 20, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 128,484 | 11,915 | 0.66% | 0.65% | 135 | +4,865 | 3.94% | Q1 2026 | Apr 30, 2026 |
| Fortune Financial Advisors, LLC | History | Added to | 127,079 | 11,785 | 6.01% | 7.96% | 136 | +1,680 | 1.34% | Q1 2026 | Apr 30, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 127,008 | 11,778 | 0.27% | 0.33% | 137 | -16,168 | -11.29% | Q1 2026 | May 15, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Added to | 125,821 | 11,668 | 4.06% | 4.17% | 138 | +35 | 0.03% | Q1 2026 | Apr 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 123,606 | 11,463 | 0.0% | 0.0% | 139 | -42,588 | -25.63% | Q1 2026 | May 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 122,252 | 11,337 | 0.58% | 0.6% | 140 | +326 | 0.27% | Q1 2026 | Apr 15, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Reduced | 116,705 | 10,823 | 4.24% | 4.16% | 141 | -514 | -0.44% | Q1 2026 | Apr 22, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 113,676 | 10,671 | 0.19% | 0.07% | 142 | +97,037 | 583.19% | Q1 2026 | May 01, 2026 |
| Capital Planning LLC | History | Reduced | 114,795 | 10,646 | 3.46% | 3.05% | 143 | -1,617 | -1.39% | Q1 2026 | Apr 29, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 114,115 | 10,583 | 0.34% | 0.39% | 144 | -5,679 | -4.74% | Q1 2026 | May 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 113,956 | 10,568 | 0.0% | 0.01% | 145 | -5,312 | -4.45% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Reduced | 109,218 | 10,360 | 0.15% | 0.22% | 146 | -9,604 | -8.08% | Q1 2026 | Apr 20, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 111,216 | 10,314 | 1.98% | 1.96% | 147 | +2,532 | 2.33% | Q1 2026 | May 01, 2026 |
| Ancora Advisors LLC | History | Reduced | 110,591 | 10,256 | 0.22% | 0.22% | 148 | -2,143 | -1.9% | Q1 2026 | May 15, 2026 |
| Legacy Advisory Services, LLC | History | Reduced | 110,547 | 10,252 | 7.83% | 9.2% | 149 | -19,473 | -14.98% | Q1 2026 | May 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 110,483 | 10,246 | 0.22% | 0.23% | 150 | -633 | -0.57% | Q1 2026 | May 14, 2026 |
| SG Trading Solutions, LLC | History | No change | 108,078 | 10,177 | 2.36% | 2.36% | 151 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Reduced | 109,318 | 10,138 | 1.8% | 1.99% | 152 | -2,775 | -2.48% | Q1 2026 | Apr 27, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 108,895 | 10,098 | 0.2% | 0.2% | 153 | +4,989 | 4.8% | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 107,296 | 9,950 | 0.39% | 0.52% | 154 | +57,228 | 114.3% | Q1 2026 | May 15, 2026 |
| Brickley Wealth Management | History | Added to | 106,608 | 9,886 | 1.7% | 1.69% | 155 | +109 | 0.1% | Q1 2026 | May 04, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 106,583 | 9,884 | 0.04% | 0.04% | 156 | -3,401 | -3.09% | Q1 2026 | May 15, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 105,812 | 9,812 | 0.76% | 0.82% | 157 | -3,817 | -3.48% | Q1 2026 | May 07, 2026 |
| Bay Rivers Group | History | Added to | 105,608 | 9,794 | 4.08% | 3.93% | 158 | +2,492 | 2.42% | Q1 2026 | Apr 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 104,387 | 9,678 | 0.02% | 0.01% | 159 | +38,140 | 57.57% | Q1 2026 | May 01, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | New | 104,200 | 9,663 | 0.35% | — | 160 | +104,200 | New | Q1 2026 | May 06, 2026 |
| MARSHALL WACE, LLP | History | New | 104,200 | 9,663 | 0.01% | — | 161 | +104,200 | New | Q1 2026 | May 14, 2026 |
| COURIER CAPITAL LLC | History | Added to | 103,911 | 9,636 | 0.54% | 0.48% | 162 | +13,007 | 14.31% | Q1 2026 | Apr 23, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 103,595 | 9,607 | 3.9% | 3.77% | 163 | +1,808 | 1.78% | Q1 2026 | Apr 24, 2026 |
| Sowell Financial Services LLC | History | Reduced | 103,559 | 9,604 | 0.36% | 0.37% | 164 | -2,240 | -2.12% | Q1 2026 | Apr 20, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 103,565 | 9,604 | 1.63% | 1.57% | 165 | -601 | -0.58% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 103,483 | 9,596 | 0.14% | 0.13% | 166 | +15,241 | 17.27% | Q1 2026 | May 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 103,366 | 9,586 | 0.32% | 0.2% | 167 | +753 | 0.73% | Q1 2026 | Apr 23, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 101,805 | 9,441 | 2.42% | 2.47% | 168 | -10,679 | -9.49% | Q1 2026 | Apr 28, 2026 |
| Portfolio Design Labs, LLC | History | Reduced | 101,202 | 9,385 | 1.67% | 1.75% | 169 | -11,734 | -10.39% | Q1 2026 | May 11, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 100,402 | 9,311 | 0.25% | 0.24% | 170 | +593 | 0.59% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 100,376 | 9,308 | 0.05% | 0.09% | 171 | -171,543 | -63.09% | Q1 2026 | Apr 29, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 99,010 | 9,182 | 0.68% | 0.68% | 172 | +852 | 0.87% | Q1 2026 | May 14, 2026 |
| MA Private Wealth | History | Reduced | 98,668 | 9,150 | 1.55% | 1.55% | 173 | -172 | -0.17% | Q1 2026 | May 07, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | Added to | 98,148 | 9,102 | 8.66% | 8.58% | 174 | +109 | 0.11% | Q1 2026 | May 27, 2026 |
| Quantinno Capital Management LP | History | Added to | 97,794 | 9,069 | 0.02% | 0.02% | 175 | +15,439 | 18.75% | Q1 2026 | May 15, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 97,384 | 9,031 | 1.04% | 1.19% | 176 | -4,191 | -4.13% | Q1 2026 | May 08, 2026 |
| Ascent Group, LLC | History | Reduced | 96,445 | 8,944 | 0.31% | 0.34% | 177 | -9,075 | -8.6% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 93,487 | 8,669 | 0.01% | 0.0% | 178 | +84,729 | 967.45% | Q1 2026 | May 13, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 91,076 | 8,639 | 1.07% | 2.5% | 179 | -112,561 | -55.28% | Q1 2026 | Apr 20, 2026 |
| Calamos Advisors LLC | History | New | 92,811 | 8,607 | 0.03% | — | 181 | +92,811 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 92,811 | 8,607 | 0.3% | 0.31% | 180 | -2,380 | -2.5% | Q1 2026 | May 04, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 92,197 | 8,550 | 0.0% | 0.0% | 182 | +31,408 | 51.67% | Q1 2026 | May 13, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 92,037 | 8,535 | 2.15% | 2.14% | 183 | +2,765 | 3.1% | Q1 2026 | Apr 09, 2026 |
| Savant Capital, LLC | History | Reduced | 91,655 | 8,500 | 0.04% | 0.05% | 184 | -5,446 | -5.61% | Q1 2026 | May 04, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 90,604 | 8,402 | 0.04% | 0.04% | 185 | +15,277 | 20.28% | Q1 2026 | May 14, 2026 |
| WIN ADVISORS, INC | History | New | 87,613 | 8,125 | 3.72% | — | 186 | +87,613 | New | Q1 2026 | May 01, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 87,429 | 8,108 | 0.09% | 0.1% | 187 | -6,226 | -6.65% | Q1 2026 | Apr 20, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 87,132 | 8,080 | 0.01% | 0.01% | 188 | -13,274 | -13.22% | Q1 2026 | May 14, 2026 |
| Torrey-Payne Wealth Management, LLC | History | Added to | 87,062 | 8,074 | 7.41% | 7.34% | 189 | +1,343 | 1.57% | Q1 2026 | May 05, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 87,001 | 8,068 | 2.29% | 2.3% | 190 | -3,770 | -4.15% | Q1 2026 | Apr 16, 2026 |
| M&T BANK CORP | History | Reduced | 86,002 | 7,975 | 0.03% | 0.03% | 191 | -10,453 | -10.84% | Q1 2026 | May 12, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 84,546 | 7,840 | 0.24% | 0.26% | 192 | -5,655 | -6.27% | Q1 2026 | Apr 24, 2026 |
| Custos Family Office, LLC | History | Reduced | 83,490 | 7,742 | 5.35% | 5.63% | 193 | -4,188 | -4.78% | Q1 2026 | Aug 19, 2026 |
| ASPIRIANT, LLC | History | Reduced | 83,101 | 7,706 | 0.22% | 0.23% | 194 | -105 | -0.13% | Q1 2026 | May 12, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 82,983 | 7,695 | 0.06% | 0.05% | 195 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Able Wealth Management LLC | History | Added to | 81,559 | 7,563 | 2.02% | 2.23% | 196 | +6,696 | 8.94% | Q1 2026 | Apr 24, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 81,273 | 7,537 | 0.28% | 0.28% | 197 | +3,302 | 4.23% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 81,233 | 7,533 | 0.18% | 0.21% | 198 | -10,752 | -11.69% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 80,348 | 7,451 | 0.07% | 0.1% | 199 | -3,371 | -4.03% | Q1 2026 | May 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 79,801 | 7,400 | 0.35% | 0.39% | 200 | -5,476 | -6.42% | Q1 2026 | Apr 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 79,569 | 7,379 | 0.02% | 0.02% | 201 | -1,770 | -2.18% | Q1 2026 | May 08, 2026 |
| L. Roy Papp & Associates, LLP | History | Reduced | 78,980 | 7,324 | 0.84% | 0.82% | 202 | -104 | -0.13% | Q1 2026 | Apr 14, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Reduced | 77,426 | 7,180 | 6.04% | 6.15% | 203 | -1,653 | -2.09% | Q1 2026 | May 15, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 76,590 | 7,102 | 1.47% | 0.49% | 204 | +52,184 | 213.82% | Q1 2026 | Apr 30, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 76,155 | 7,062 | 0.4% | 0.41% | 205 | -103 | -0.14% | Q1 2026 | Apr 24, 2026 |
| Shore Point Advisors, LLC | History | Added to | 75,931 | 7,041 | 2.78% | 3.02% | 206 | +244 | 0.32% | Q1 2026 | Apr 08, 2026 |
| IBEX WEALTH ADVISORS | History | Reduced | 75,860 | 7,035 | 0.66% | 0.77% | 207 | -7,308 | -8.79% | Q1 2026 | Apr 30, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 75,320 | 6,985 | 0.18% | 1.84% | 208 | -657,384 | -89.72% | Q1 2026 | Apr 16, 2026 |
| Western Wealth Management, LLC | History | Added to | 75,105 | 6,965 | 0.26% | 0.32% | 209 | +854 | 1.15% | Q1 2026 | Jun 18, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 74,942 | 6,950 | 0.07% | 0.07% | 210 | -345 | -0.46% | Q1 2026 | Apr 13, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 74,725 | 6,929 | 2.35% | 2.46% | 211 | -686 | -0.91% | Q1 2026 | May 04, 2026 |
| Prospera Financial Services Inc | History | Added to | 74,429 | 6,903 | 0.11% | 0.11% | 212 | +133 | 0.18% | Q1 2026 | Apr 14, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 74,220 | 6,883 | 0.84% | 0.84% | 213 | +268 | 0.36% | Q1 2026 | Apr 23, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 72,553 | 6,728 | 0.25% | 0.23% | 214 | -469 | -0.64% | Q1 2026 | Aug 10, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 72,399 | 6,714 | 0.42% | 0.45% | 215 | -2,190 | -2.94% | Q1 2026 | Jun 09, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 72,320 | 6,706 | 3.29% | 3.48% | 216 | -1,867 | -2.52% | Q1 2026 | Apr 08, 2026 |
| Avant Capital LLC | History | Reduced | 72,021 | 6,679 | 4.7% | 4.81% | 217 | -2,463 | -3.31% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Added to | 71,860 | 6,664 | 0.08% | 0.09% | 218 | +6,082 | 9.25% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 71,548 | 6,635 | 0.12% | 0.13% | 219 | -3,259 | -4.36% | Q1 2026 | Jun 02, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 71,319 | 6,614 | 0.73% | 0.75% | 220 | +286 | 0.4% | Q1 2026 | May 11, 2026 |
| Csenge Advisory Group | History | Added to | 70,094 | 6,500 | 0.3% | 0.29% | 221 | +1,009 | 1.46% | Q1 2026 | Apr 30, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 70,042 | 6,495 | 0.05% | 0.05% | 222 | -7,916 | -10.15% | Q1 2026 | May 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 69,319 | 6,428 | 0.14% | 0.14% | 223 | +3,357 | 5.09% | Q1 2026 | May 15, 2026 |
| GUERRA PAN ADVISORS, LLC | History | Added to | 69,207 | 6,418 | 3.97% | 3.79% | 224 | +1,288 | 1.9% | Q1 2026 | May 12, 2026 |
| Allred Capital Management, LLC | History | Added to | 68,197 | 6,324 | 2.3% | 2.32% | 225 | +6 | 0.01% | Q1 2026 | May 13, 2026 |
| INTRUST BANK NA | History | Reduced | 68,114 | 6,316 | 0.51% | 1.58% | 226 | -134,214 | -66.33% | Q1 2026 | May 06, 2026 |
| Redwood Park Advisors LLC | History | Reduced | 67,364 | 6,247 | 4.16% | 4.32% | 227 | -89 | -0.13% | Q1 2026 | May 04, 2026 |
| Wharton Business Group, LLC | History | Added to | 67,116 | 6,224 | 0.24% | 0.24% | 228 | +481 | 0.72% | Q1 2026 | May 07, 2026 |
| Sound Portfolio Advisors, LLC | History | Reduced | 66,668 | 6,182 | 5.02% | 5.36% | 229 | -1,074 | -1.59% | Q1 2026 | May 04, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 65,404 | 6,158 | 1.68% | 1.68% | 230 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 66,157 | 6,135 | 1.56% | 1.61% | 231 | -399 | -0.6% | Q1 2026 | Apr 22, 2026 |
| Mann Financial Group, Inc. | History | Reduced | 65,958 | 6,116 | 5.76% | 6.59% | 232 | -6,366 | -8.8% | Q1 2026 | Apr 24, 2026 |
| Choate Investment Advisors | History | Added to | 65,915 | 6,112 | 0.12% | 0.11% | 233 | +5,493 | 9.09% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Reduced | 65,710 | 6,093 | 0.1% | 0.1% | 234 | -2,771 | -4.05% | Q1 2026 | Apr 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 65,695 | 6,092 | 0.08% | 0.06% | 235 | +13,459 | 25.77% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 64,016 | 5,936 | 0.0% | 0.0% | 236 | -7,456 | -10.43% | Q1 2026 | May 13, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Reduced | 63,728 | 5,910 | 4.33% | 4.64% | 237 | -3,595 | -5.34% | Q1 2026 | May 08, 2026 |
| Independence Bank of Kentucky | History | Reduced | 63,517 | 5,890 | 0.75% | 0.76% | 238 | -1,326 | -2.04% | Q1 2026 | Apr 30, 2026 |
| UMB Bank, n.a. | History | Added to | 63,172 | 5,858 | 0.08% | 0.05% | 239 | +21,852 | 52.88% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Added to | 63,078 | 5,849 | 0.07% | 0.07% | 240 | +785 | 1.26% | Q1 2026 | May 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 61,143 | 5,757 | 0.1% | 0.1% | 241 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Waverly Advisors, LLC | History | Reduced | 61,808 | 5,732 | 0.04% | 0.05% | 242 | -2,735 | -4.24% | Q1 2026 | May 15, 2026 |
| 10Elms LLP | History | Added to | 60,530 | 5,613 | 3.54% | 2.89% | 243 | +27,045 | 80.77% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 60,372 | 5,598 | 0.02% | 0.02% | 244 | +2,256 | 3.88% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 60,079 | 5,571 | 0.09% | 0.11% | 245 | +1,301 | 2.21% | Q1 2026 | May 18, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 59,940 | 5,558 | 0.1% | 0.11% | 246 | -3,677 | -5.78% | Q1 2026 | Apr 10, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 59,223 | 5,492 | 1.18% | 0.76% | 247 | +20,577 | 53.24% | Q1 2026 | May 08, 2026 |
| CFM WEALTH PARTNERS LLC | History | Added to | 58,971 | 5,468 | 0.82% | 0.8% | 248 | +213 | 0.36% | Q1 2026 | Apr 21, 2026 |
| Sequent Asset Management, LLC | History | Reduced | 58,901 | 5,462 | 2.61% | 2.5% | 249 | -964 | -1.61% | Q1 2026 | Jul 21, 2026 |
| Modus Advisors, LLC | History | Reduced | 58,873 | 5,459 | 1.5% | 1.98% | 250 | -20,700 | -26.01% | Q1 2026 | May 04, 2026 |
| Gotham Asset Management, LLC | History | Added to | 58,833 | 5,456 | 0.02% | 0.02% | 251 | +2,764 | 4.93% | Q1 2026 | May 15, 2026 |
| Dakota Wealth Management | History | Reduced | 58,592 | 5,433 | 0.12% | 0.1% | 252 | -1,846 | -3.05% | Q1 2026 | May 07, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 58,542 | 5,429 | 0.05% | 0.05% | 253 | -15,364 | -20.79% | Q1 2026 | May 13, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 58,398 | 5,415 | 1.25% | 1.24% | 254 | +433 | 0.75% | Q1 2026 | Apr 17, 2026 |
| ALLSTATE CORP | History | No change | 58,372 | 5,413 | 0.06% | 0.08% | 255 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Colonial Trust Advisors | History | Reduced | 57,953 | 5,374 | 0.42% | 0.42% | 256 | -1,150 | -1.95% | Q1 2026 | May 12, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 57,778 | 5,358 | 0.72% | 0.73% | 257 | +1,184 | 2.09% | Q1 2026 | May 04, 2026 |
| AlphaCore Capital LLC | History | Reduced | 57,470 | 5,329 | 0.13% | 0.12% | 258 | -1,017 | -1.74% | Q1 2026 | May 15, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 57,219 | 5,306 | 0.34% | 0.35% | 259 | -6 | -0.01% | Q1 2026 | Apr 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 59,544 | 5,278 | 0.01% | 0.01% | 260 | -8,021 | -11.87% | Q1 2026 | May 15, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 56,032 | 5,196 | 1.21% | 1.25% | 261 | -1,494 | -2.6% | Q1 2026 | Apr 17, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Added to | 54,216 | 5,027 | 3.78% | 3.75% | 262 | +153 | 0.28% | Q1 2026 | Apr 23, 2026 |
| Apollon Financial, LLC | History | Reduced | 53,926 | 5,001 | 0.69% | 0.75% | 263 | -1,205 | -2.19% | Q1 2026 | Apr 22, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 53,176 | 4,931 | 0.01% | 0.04% | 264 | -326,222 | -85.98% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 53,118 | 4,926 | 0.16% | 0.04% | 265 | +40,694 | 327.54% | Q1 2026 | May 15, 2026 |
| Hibernia Wealth Partners, LLC | History | Reduced | 53,106 | 4,925 | 1.46% | 1.8% | 266 | -10,272 | -16.21% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | Added to | 52,988 | 4,914 | 0.07% | 0.07% | 267 | +2,736 | 5.44% | Q1 2026 | May 15, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 52,492 | 4,868 | 0.39% | 0.38% | 268 | +74 | 0.14% | Q1 2026 | Apr 09, 2026 |
| GTS SECURITIES LLC | History | Reduced | 51,300 | 4,757 | 0.17% | 0.17% | 269 | -3,100 | -5.7% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 50,158 | 4,722 | 0.09% | 0.09% | 270 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 50,838 | 4,714 | 0.52% | 0.53% | 271 | -1,359 | -2.6% | Q1 2026 | Apr 23, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 50,326 | 4,667 | 0.08% | 0.08% | 272 | +387 | 0.77% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Planning, LLC | History | Added to | 49,756 | 4,616 | 1.04% | 0.87% | 273 | +9,944 | 24.98% | Q1 2026 | May 11, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Reduced | 49,279 | 4,570 | 1.45% | 3.86% | 274 | -73,483 | -59.86% | Q1 2026 | Apr 21, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 48,938 | 4,538 | 1.1% | 1.11% | 275 | +244 | 0.5% | Q1 2026 | May 05, 2026 |
| BOKF, NA | History | Added to | 48,202 | 4,470 | 0.07% | 0.05% | 276 | +11,990 | 33.11% | Q1 2026 | May 08, 2026 |
| Cordatus Wealth Management LLC | History | Reduced | 48,104 | 4,461 | 1.06% | 1.06% | 277 | -604 | -1.24% | Q1 2026 | Apr 29, 2026 |
| Itau Unibanco Holding S.A. | History | New | 47,930 | 4,445 | 0.1% | — | 278 | +47,930 | New | Q1 2026 | May 15, 2026 |
| Montecito Bank & Trust | History | Added to | 47,873 | 4,439 | 0.73% | 0.7% | 279 | +1,047 | 2.24% | Q1 2026 | Apr 16, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Reduced | 46,783 | 4,338 | 1.63% | 1.81% | 280 | -1,615 | -3.34% | Q1 2026 | May 14, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 46,762 | 4,336 | 1.79% | 1.91% | 281 | -2,623 | -5.31% | Q1 2026 | Apr 08, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 46,323 | 4,335 | 0.29% | 0.37% | 282 | -9,277 | -16.69% | Q1 2026 | May 12, 2026 |
| Haverford Trust Co | History | Reduced | 46,666 | 4,327 | 0.04% | 0.04% | 283 | -6,930 | -12.93% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 46,445 | 4,307 | 0.02% | 0.02% | 284 | +14,205 | 44.06% | Q1 2026 | May 13, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 45,768 | 4,275 | 0.26% | 0.28% | 285 | -2,668 | -5.51% | Q1 2026 | Apr 07, 2026 |
| RHS Financial, LLC | History | Added to | 45,883 | 4,255 | 2.02% | 2.01% | 286 | +2,071 | 4.73% | Q1 2026 | Apr 28, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 45,689 | 4,236 | 0.04% | 0.05% | 287 | +1,307 | 2.94% | Q1 2026 | May 13, 2026 |
| Round Rock Advisors LLC | History | Reduced | 45,539 | 4,223 | 0.65% | 0.65% | 288 | -399 | -0.87% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 45,011 | 4,174 | 0.0% | 0.0% | 289 | -26,989 | -37.48% | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 45,014 | 4,174 | 0.15% | 0.16% | 290 | -4,698 | -9.45% | Q1 2026 | Apr 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 45,000 | 4,173 | 0.01% | 0.02% | 291 | -35,000 | -43.75% | Q1 2026 | Aug 12, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Added to | 44,726 | 4,147 | 3.05% | 2.78% | 292 | +4,488 | 11.15% | Q1 2026 | Apr 22, 2026 |
| Arax Advisory Partners | History | Reduced | 44,710 | 4,146 | 0.12% | 0.13% | 293 | -1,399 | -3.03% | Q1 2026 | May 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 44,587 | 4,134 | 0.08% | 0.07% | 294 | +3,539 | 8.62% | Q1 2026 | May 11, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 44,448 | 4,122 | 0.05% | 0.05% | 295 | -278 | -0.62% | Q1 2026 | May 15, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 44,436 | 4,120 | 2.87% | 2.83% | 296 | +12,046 | 37.19% | Q1 2026 | Apr 22, 2026 |
| Performance Wealth Partners, LLC | History | Added to | 44,298 | 4,108 | 0.12% | 0.09% | 297 | +8,437 | 23.53% | Q1 2026 | Apr 10, 2026 |
| CROBAN | History | Added to | 44,115 | 4,090 | 1.92% | 1.88% | 298 | +2,613 | 6.3% | Q1 2026 | May 12, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 43,967 | 4,077 | 0.1% | 0.11% | 299 | +450 | 1.03% | Q1 2026 | Apr 15, 2026 |
| COMMERCE BANK | History | Reduced | 43,851 | 4,066 | 0.02% | 0.02% | 300 | -1,977 | -4.31% | Q1 2026 | May 11, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 43,326 | 4,018 | 3.05% | 3.04% | 301 | -774 | -1.76% | Q1 2026 | May 08, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 43,070 | 3,994 | 0.31% | 0.32% | 302 | -873 | -1.99% | Q1 2026 | May 28, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 42,657 | 3,956 | 0.58% | 0.63% | 303 | -4,708 | -9.94% | Q1 2026 | Apr 21, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 42,582 | 3,948 | 0.07% | 0.07% | 304 | -2,702 | -5.97% | Q1 2026 | May 05, 2026 |
| Capital Advisor Network LLC | History | New | 42,458 | 3,937 | 5.51% | — | 305 | +42,458 | New | Q1 2026 | Aug 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 42,156 | 3,909 | 0.17% | 0.19% | 306 | -1,455 | -3.34% | Q1 2026 | Apr 28, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 41,464 | 3,902 | 0.54% | 0.56% | 307 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 41,910 | 3,886 | 0.28% | 0.29% | 308 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Mandatum Life Insurance Co Ltd | History | No change | 41,527 | 3,851 | 0.87% | 0.89% | 309 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Woodside Wealth Management LLC | History | Reduced | 41,479 | 3,846 | 3.0% | 3.16% | 310 | -3,509 | -7.8% | Q1 2026 | Apr 13, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 41,232 | 3,823 | 0.44% | 0.47% | 311 | -751 | -1.79% | Q1 2026 | Apr 17, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 41,056 | 3,807 | 0.05% | 0.06% | 312 | +175 | 0.43% | Q1 2026 | May 12, 2026 |
| Strategic Point Investment Advisors, LLC | History | Reduced | 40,730 | 3,777 | 0.55% | 0.56% | 313 | -2,022 | -4.73% | Q1 2026 | Apr 23, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 39,679 | 3,736 | 1.09% | 1.09% | 314 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Keystone Financial Group | History | Added to | 40,139 | 3,724 | 0.25% | 0.27% | 315 | +1,310 | 3.37% | Q1 2026 | May 13, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 39,254 | 3,640 | 1.06% | 1.13% | 316 | -1,065 | -2.64% | Q1 2026 | Apr 30, 2026 |
| ADE, LLC | History | Reduced | 39,088 | 3,625 | 1.74% | 1.98% | 317 | -4,400 | -10.12% | Q1 2026 | May 14, 2026 |
| Mullooly Asset Management, Inc. | History | Reduced | 38,931 | 3,610 | 1.33% | 1.35% | 319 | -338 | -0.86% | Q1 2026 | May 07, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 38,935 | 3,610 | 1.41% | 1.39% | 318 | +200 | 0.52% | Q1 2026 | Apr 29, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 38,630 | 3,582 | 0.56% | 0.58% | 320 | -394 | -1.01% | Q1 2026 | Apr 17, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 38,361 | 3,557 | 2.04% | 2.12% | 321 | +4,256 | 12.48% | Q1 2026 | May 14, 2026 |
| Weaver Consulting Group | History | Reduced | 38,328 | 3,554 | 0.85% | 0.89% | 322 | -439 | -1.13% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 38,229 | 3,545 | 0.04% | 0.04% | 323 | +138 | 0.36% | Q1 2026 | May 08, 2026 |
| Cardinal Strategic Wealth Guidance | History | Added to | 38,174 | 3,540 | 0.93% | 0.89% | 324 | +1,873 | 5.16% | Q1 2026 | Apr 20, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 37,990 | 3,523 | 0.01% | 0.01% | 325 | +3,100 | 8.89% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 37,851 | 3,507 | 0.03% | 0.04% | 326 | -2,447 | -6.07% | Q1 2026 | Apr 07, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 37,637 | 3,490 | 0.27% | 0.22% | 327 | +6,937 | 22.6% | Q1 2026 | Apr 08, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 37,508 | 3,478 | 0.07% | 0.07% | 328 | +1,383 | 3.83% | Q1 2026 | Apr 15, 2026 |
| Trilogy Capital Inc. | History | Reduced | 37,433 | 3,471 | 0.15% | 0.17% | 329 | -2,949 | -7.3% | Q1 2026 | Apr 21, 2026 |
| Reality Financial Planning Services, LLC | History | Added to | 37,383 | 3,466 | 3.34% | 3.15% | 330 | +2,410 | 6.89% | Q1 2026 | Apr 24, 2026 |
| CGN Advisors LLC | History | Reduced | 37,178 | 3,447 | 0.27% | 0.29% | 331 | -1,612 | -4.16% | Q1 2026 | Apr 13, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 37,101 | 3,440 | 0.2% | 0.21% | 332 | -47 | -0.13% | Q1 2026 | Apr 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 36,809 | 3,413 | 0.08% | 0.09% | 333 | -3,837 | -9.44% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Reduced | 36,746 | 3,407 | 0.02% | 0.06% | 334 | -74,256 | -66.9% | Q1 2026 | May 13, 2026 |
| Delta Wealth Advisors LLC | History | Added to | 36,699 | 3,403 | 2.59% | 2.88% | 335 | +108 | 0.3% | Q1 2026 | Apr 21, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 36,620 | 3,396 | 1.02% | 1.08% | 336 | -1,320 | -3.48% | Q1 2026 | May 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 36,312 | 3,367 | 0.05% | 0.04% | 337 | +13,568 | 59.66% | Q1 2026 | May 15, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 35,737 | 3,314 | 1.94% | 1.84% | 338 | +1,052 | 3.03% | Q1 2026 | May 14, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Reduced | 35,694 | 3,310 | 1.1% | 1.34% | 339 | -827 | -2.26% | Q1 2026 | Apr 17, 2026 |
| Petix & Botte Co | History | Reduced | 35,310 | 3,274 | 0.73% | 0.79% | 340 | -1,642 | -4.44% | Q1 2026 | Apr 30, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 34,793 | 3,271 | 1.04% | 0.75% | 341 | +12,004 | 52.67% | Q1 2026 | May 12, 2026 |
| Carr Financial Group Corp | History | Reduced | 35,095 | 3,254 | 0.86% | 0.91% | 342 | -1,419 | -3.89% | Q1 2026 | May 12, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 35,074 | 3,252 | 0.27% | 0.29% | 343 | -1,624 | -4.43% | Q1 2026 | Apr 20, 2026 |
| Sugar Maple Asset Management, LLC | History | Reduced | 34,651 | 3,213 | 1.95% | 2.2% | 344 | -27 | -0.08% | Q1 2026 | Apr 21, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Reduced | 34,485 | 3,198 | 0.82% | 0.86% | 345 | -65 | -0.19% | Q1 2026 | Apr 09, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Added to | 34,230 | 3,174 | 1.86% | 1.84% | 346 | +265 | 0.78% | Q1 2026 | Apr 17, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 33,929 | 3,146 | 0.01% | 0.01% | 347 | -2,071 | -5.75% | Q1 2026 | May 11, 2026 |
| CX Institutional | History | Reduced | 33,734 | 3,129 | 0.1% | 0.1% | 348 | -1,656 | -4.68% | Q1 2026 | Apr 06, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 33,747 | 3,129 | 0.17% | 0.2% | 349 | -1,210 | -3.46% | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | Added to | 33,667 | 3,122 | 0.04% | 0.02% | 350 | +10,617 | 46.06% | Q1 2026 | May 13, 2026 |
| Foster Group, Inc. | History | Reduced | 33,615 | 3,117 | 0.09% | 0.1% | 351 | -907 | -2.63% | Q1 2026 | Apr 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 33,307 | 3,088 | 0.16% | 0.17% | 352 | +516 | 1.57% | Q1 2026 | Apr 13, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 33,228 | 3,081 | 0.22% | 0.26% | 353 | -4,609 | -12.18% | Q1 2026 | May 15, 2026 |
| ENZI WEALTH | History | Reduced | 33,155 | 3,074 | 1.07% | 1.26% | 354 | -4,724 | -12.47% | Q1 2026 | Apr 24, 2026 |
| Syverson Strege & Co | History | Reduced | 33,016 | 3,061 | 0.74% | 0.75% | 355 | -624 | -1.85% | Q1 2026 | May 04, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 32,808 | 3,042 | 0.11% | 0.12% | 356 | -800 | -2.38% | Q1 2026 | May 07, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 32,572 | 3,020 | 0.54% | 0.56% | 357 | -608 | -1.83% | Q1 2026 | Apr 29, 2026 |
| Ascentis Independent Advisors | History | Added to | 32,429 | 3,007 | 0.23% | 0.24% | 358 | +16,573 | 104.52% | Q1 2026 | Apr 28, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 32,253 | 2,991 | 0.19% | 0.2% | 359 | -2,560 | -7.35% | Q1 2026 | May 15, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Reduced | 32,192 | 2,985 | 0.45% | 0.46% | 360 | -1,454 | -4.32% | Q1 2026 | Apr 29, 2026 |
| Bowman & Co S.C. | History | No change | 31,020 | 2,921 | 1.23% | 1.23% | 361 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 30,996 | 2,909 | 0.19% | 0.18% | 362 | +1,757 | 6.01% | Q1 2026 | May 12, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 30,899 | 2,909 | 1.79% | 1.79% | 363 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 31,317 | 2,904 | 0.42% | 0.51% | 364 | -5,298 | -14.47% | Q1 2026 | May 13, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 31,327 | 2,903 | 0.2% | 0.19% | 365 | +7,645 | 32.28% | Q1 2026 | May 18, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 31,162 | 2,889 | 1.03% | 1.2% | 366 | -5,270 | -14.47% | Q1 2026 | May 05, 2026 |
| Sherman Wealth Management LLC | History | Added to | 31,052 | 2,879 | 2.47% | 2.49% | 367 | +642 | 2.11% | Q1 2026 | Apr 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 30,955 | 2,870 | 0.21% | 0.2% | 368 | +1,500 | 5.09% | Q1 2026 | May 05, 2026 |
| Tacita Capital Inc | History | Reduced | 30,517 | 2,830 | 1.68% | 1.75% | 369 | -1,548 | -4.83% | Q1 2026 | May 07, 2026 |
| GGM Financial LLC | History | Reduced | 30,452 | 2,824 | 1.3% | 1.4% | 370 | -124 | -0.41% | Q1 2026 | May 11, 2026 |
| SYNTAX RESEARCH, INC. | History | Added to | 30,354 | 2,815 | 1.79% | 0.94% | 371 | +14,120 | 86.98% | Q1 2026 | Apr 24, 2026 |
| NorthRock Partners, LLC | History | Added to | 30,132 | 2,794 | 0.05% | 0.03% | 372 | +11,439 | 61.19% | Q1 2026 | May 15, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Added to | 29,950 | 2,777 | 0.35% | 0.36% | 373 | +800 | 2.74% | Q1 2026 | May 15, 2026 |
| BCM ADVISORS, LLC | History | Reduced | 29,264 | 2,761 | 0.54% | 0.62% | 374 | -4,843 | -14.2% | Q1 2026 | May 05, 2026 |
| ETF Store, Inc. | History | Added to | 29,731 | 2,757 | 2.69% | 2.81% | 375 | +456 | 1.56% | Q1 2026 | Apr 30, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 29,704 | 2,754 | 0.09% | 0.09% | 376 | +1,719 | 6.14% | Q1 2026 | May 14, 2026 |
| One Wealth Advisors, LLC | History | Added to | 29,639 | 2,748 | 0.34% | 0.34% | 377 | +1,204 | 4.23% | Q1 2026 | Apr 21, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 29,571 | 2,739 | 0.01% | 0.02% | 378 | +1,275 | 4.51% | Q1 2026 | May 12, 2026 |
| Legacy Private Trust Co. | History | Reduced | 29,478 | 2,733 | 0.17% | 0.24% | 379 | -13,245 | -31.0% | Q1 2026 | Apr 07, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 29,465 | 2,732 | 0.1% | 0.1% | 380 | +124 | 0.42% | Q1 2026 | May 12, 2026 |
| Aries Wealth Management | History | Reduced | 29,299 | 2,717 | 0.6% | 0.63% | 381 | -786 | -2.61% | Q1 2026 | May 14, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 29,241 | 2,711 | 1.07% | 2.36% | 382 | -71,060 | -70.85% | Q1 2026 | May 06, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 29,086 | 2,697 | 0.1% | 0.11% | 383 | -2,253 | -7.19% | Q1 2026 | May 12, 2026 |
| Berman McAleer LLC | History | Added to | 28,817 | 2,672 | 0.36% | 0.36% | 384 | +740 | 2.64% | Q1 2026 | Apr 17, 2026 |
| Visionary Wealth Advisors | History | Reduced | 28,639 | 2,655 | 0.12% | 0.12% | 385 | -433 | -1.49% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | Added to | 28,573 | 2,649 | 0.05% | 0.03% | 386 | +15,778 | 123.31% | Q1 2026 | May 15, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 28,495 | 2,642 | 0.17% | 0.17% | 387 | -174 | -0.61% | Q1 2026 | Apr 14, 2026 |
| MCMORGAN & CO LLC | History | Added to | 28,238 | 2,618 | 0.42% | 0.44% | 388 | +108 | 0.38% | Q1 2026 | May 05, 2026 |
| Mutual Advisors, LLC | History | Reduced | 28,165 | 2,612 | 0.06% | 0.07% | 389 | -5,879 | -17.27% | Q1 2026 | May 01, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 27,742 | 2,612 | 1.56% | 1.56% | 390 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 28,120 | 2,607 | 0.32% | 0.19% | 391 | +11,980 | 74.23% | Q1 2026 | Apr 08, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 27,669 | 2,605 | 0.13% | 0.12% | 392 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 27,995 | 2,596 | 0.07% | 0.09% | 393 | -1,841 | -6.17% | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 27,941 | 2,591 | 0.06% | 0.07% | 394 | -535 | -1.88% | Q1 2026 | Apr 29, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Added to | 27,167 | 2,555 | 2.4% | 2.53% | 395 | +261 | 0.97% | Q1 2026 | Apr 27, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Reduced | 27,367 | 2,538 | 0.75% | 0.77% | 396 | -243 | -0.88% | Q1 2026 | Aug 07, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 27,260 | 2,528 | 0.0% | 0.0% | 397 | -5,134 | -15.85% | Q1 2026 | May 13, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 27,213 | 2,523 | 0.35% | 0.36% | 398 | -2,183 | -7.43% | Q1 2026 | Apr 09, 2026 |
| Regal Investment Advisors LLC | History | Added to | 27,174 | 2,520 | 0.15% | 0.15% | 399 | +650 | 2.45% | Q1 2026 | May 14, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 26,661 | 2,472 | 0.71% | 0.75% | 400 | -1,198 | -4.3% | Q1 2026 | Apr 17, 2026 |
| Flatrock Wealth Partners LLC | History | Added to | 26,616 | 2,468 | 1.11% | 1.16% | 401 | +870 | 3.38% | Q1 2026 | Apr 29, 2026 |
| Sheridan Capital Management, LLC | History | Added to | 26,575 | 2,464 | 1.3% | 1.26% | 402 | +138 | 0.52% | Q1 2026 | Apr 28, 2026 |
| Empowered Funds, LLC | History | Added to | 26,286 | 2,437 | 0.02% | 0.02% | 403 | +15,422 | 141.96% | Q1 2026 | Jun 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 26,260 | 2,435 | 0.0% | 0.0% | 404 | +20,692 | 371.62% | Q1 2026 | May 13, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Reduced | 25,821 | 2,394 | 1.95% | 2.0% | 405 | -14 | -0.05% | Q1 2026 | May 04, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 25,641 | 2,377 | 0.05% | 0.03% | 406 | +9,628 | 60.13% | Q1 2026 | Apr 14, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 25,569 | 2,371 | 1.01% | 0.78% | 407 | +5,181 | 25.41% | Q1 2026 | May 08, 2026 |
| Hansen & Associates Financial Group, Inc. | History | Added to | 25,300 | 2,362 | 1.27% | 1.28% | 408 | +845 | 3.46% | Q1 2026 | May 11, 2026 |
| MGB Wealth Management, LLC | History | No change | 25,037 | 2,359 | 0.67% | 0.67% | 409 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO | History | No change | 25,011 | 2,336 | 0.03% | 0.03% | 410 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Detalus Advisors, LLC | History | Reduced | 25,153 | 2,332 | 0.53% | 0.58% | 411 | -222 | -0.87% | Q1 2026 | Apr 22, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Reduced | 24,851 | 2,304 | 1.48% | 1.56% | 412 | -196 | -0.78% | Q1 2026 | Apr 21, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Added to | 24,820 | 2,301 | 2.0% | 1.93% | 413 | +1,584 | 6.82% | Q1 2026 | Apr 21, 2026 |
| Symphony Financial Services, Inc. | History | Reduced | 24,765 | 2,296 | 1.18% | 1.23% | 414 | -806 | -3.15% | Q1 2026 | May 07, 2026 |
| Jump Financial, LLC | History | New | 24,734 | 2,293 | 0.03% | — | 415 | +24,734 | New | Q1 2026 | May 14, 2026 |
| Santori & Peters, Inc. | History | Added to | 24,539 | 2,275 | 0.71% | 0.79% | 416 | +14 | 0.06% | Q1 2026 | May 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 24,329 | 2,256 | 0.0% | 0.0% | 417 | -699 | -2.79% | Q1 2026 | May 14, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 24,019 | 2,227 | 0.22% | 0.26% | 418 | -3,459 | -12.59% | Q1 2026 | Apr 27, 2026 |
| SIGNATUREFD, LLC | History | Added to | 23,883 | 2,214 | 0.03% | 0.03% | 419 | +212 | 0.9% | Q1 2026 | Apr 07, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Added to | 23,539 | 2,183 | 2.18% | 2.23% | 420 | +7 | 0.03% | Q1 2026 | Apr 16, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 23,437 | 2,173 | 0.81% | 0.86% | 421 | -653 | -2.71% | Q1 2026 | Apr 23, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | New | 23,400 | 2,170 | 0.01% | — | 422 | +23,400 | New | Q1 2026 | May 11, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 23,342 | 2,164 | 0.24% | 0.28% | 423 | -5,312 | -18.54% | Q1 2026 | Apr 28, 2026 |
| ACT Advisors, LLC. | History | Reduced | 23,055 | 2,138 | 0.91% | 0.86% | 424 | -188 | -0.81% | Q1 2026 | Apr 14, 2026 |
| Centurion Wealth Management LLC | History | Added to | 23,041 | 2,136 | 0.48% | 0.47% | 425 | +47 | 0.2% | Q1 2026 | Apr 10, 2026 |
| Advisory Alpha, LLC | History | Added to | 23,024 | 2,135 | 0.06% | 0.06% | 426 | +320 | 1.41% | Q1 2026 | May 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 22,788 | 2,113 | 0.55% | 0.48% | 427 | -263 | -1.14% | Q1 2026 | May 11, 2026 |
| TPG Advisors LLC | History | Reduced | 22,743 | 2,109 | 1.31% | 1.4% | 428 | -1,231 | -5.13% | Q1 2026 | Apr 22, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 22,610 | 2,096 | 0.28% | 0.31% | 429 | -1,010 | -4.28% | Q1 2026 | Apr 13, 2026 |
| VANGUARD GROUP INC | History | No change | 22,113 | 2,082 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Diversified Trust Co | History | Reduced | 22,334 | 2,071 | 0.04% | 0.04% | 431 | -1,672 | -6.96% | Q1 2026 | Apr 16, 2026 |
| Kovack Advisors, Inc. | History | Added to | 22,228 | 2,060 | 0.11% | 0.05% | 432 | +10,312 | 86.54% | Q1 2026 | May 12, 2026 |
| XY Planning Network, Inc. | History | Reduced | 22,006 | 2,039 | 0.33% | 0.37% | 433 | -736 | -3.24% | Q1 2026 | Apr 14, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 21,950 | 2,035 | 0.23% | 0.24% | 434 | -250 | -1.13% | Q1 2026 | May 01, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 21,900 | 2,031 | 0.08% | 0.1% | 435 | -10,090 | -31.54% | Q1 2026 | Apr 21, 2026 |
| Family Manage LLC | History | Reduced | 21,694 | 2,011 | 0.24% | 0.79% | 436 | -44,632 | -67.29% | Q1 2026 | May 15, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 21,669 | 2,009 | 0.39% | 0.45% | 437 | -1,232 | -5.38% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 21,661 | 2,008 | 0.07% | 0.07% | 438 | +797 | 3.82% | Q1 2026 | Apr 07, 2026 |
| NWAM LLC | History | Reduced | 21,524 | 1,996 | 0.11% | 0.14% | 439 | -4,218 | -16.39% | Q1 2026 | May 04, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 21,500 | 1,993 | 0.05% | 0.04% | 440 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hilltop Partners LLC | History | Reduced | 21,439 | 1,988 | 0.51% | 0.53% | 441 | -306 | -1.41% | Q1 2026 | May 12, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 21,282 | 1,973 | 0.04% | 0.15% | 442 | -64,696 | -75.25% | Q1 2026 | May 01, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 21,262 | 1,971 | 1.15% | 1.24% | 443 | -1,379 | -6.09% | Q1 2026 | May 11, 2026 |
| Friedenthal Financial | History | Added to | 21,249 | 1,970 | 0.99% | 1.01% | 444 | +404 | 1.94% | Q1 2026 | Apr 20, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 20,602 | 1,939 | 0.41% | 0.41% | 445 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Keebeck Wealth Management | History | Reduced | 20,901 | 1,938 | 0.22% | 0.25% | 446 | -1,926 | -8.44% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 20,867 | 1,935 | 0.01% | 0.01% | 447 | +1,982 | 10.5% | Q1 2026 | Apr 27, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Reduced | 20,822 | 1,931 | 0.44% | 0.46% | 448 | -537 | -2.51% | Q1 2026 | May 14, 2026 |
| Arcus Capital Partners, LLC | History | Reduced | 20,665 | 1,916 | 0.69% | 0.72% | 449 | -541 | -2.55% | Q1 2026 | May 06, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 20,332 | 1,901 | 0.56% | 0.55% | 450 | +1,018 | 5.27% | Q1 2026 | Apr 16, 2026 |
| Avior Wealth Management, LLC | History | Added to | 20,400 | 1,891 | 0.05% | 0.06% | 451 | +709 | 3.6% | Q1 2026 | Apr 09, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Reduced | 20,391 | 1,891 | 0.68% | 0.73% | 452 | -309 | -1.49% | Q1 2026 | Apr 27, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 20,344 | 1,886 | 0.18% | 0.18% | 453 | -46 | -0.23% | Q1 2026 | May 11, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 20,228 | 1,875 | 0.04% | 0.05% | 454 | -4,428 | -17.96% | Q1 2026 | May 13, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 20,222 | 1,875 | 0.32% | 0.32% | 455 | +27 | 0.13% | Q1 2026 | May 05, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 20,193 | 1,872 | 0.74% | 0.81% | 456 | -1,060 | -4.99% | Q1 2026 | Apr 08, 2026 |
| Spire Wealth Management | History | Reduced | 20,128 | 1,866 | 0.06% | 0.06% | 457 | -9 | -0.04% | Q1 2026 | Apr 22, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 20,118 | 1,865 | 0.08% | 0.07% | 458 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 19,668 | 1,823 | 0.3% | 0.3% | 459 | +320 | 1.65% | Q1 2026 | May 12, 2026 |
| Forthright Family Wealth Advisory LLC | History | New | 21,798 | 1,821 | 1.22% | — | 460 | +21,798 | New | Q1 2026 | May 13, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 19,616 | 1,819 | 0.02% | 0.02% | 461 | -132 | -0.67% | Q1 2026 | Apr 28, 2026 |
| Braeburn Wealth Management LLC | History | Reduced | 19,485 | 1,807 | 1.03% | 0.95% | 462 | -299 | -1.51% | Q1 2026 | Apr 17, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 19,475 | 1,806 | 0.2% | 1.4% | 463 | -110,151 | -84.98% | Q1 2026 | Apr 10, 2026 |
| Saxony Capital Management, LLC | History | New | 19,365 | 1,795 | 1.04% | — | 464 | +19,365 | New | Q1 2026 | Apr 24, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 19,286 | 1,788 | 0.35% | 0.38% | 465 | -1,652 | -7.89% | Q1 2026 | Apr 15, 2026 |
| HighPoint Advisor Group LLC | History | New | 19,249 | 1,785 | 0.07% | — | 466 | +19,249 | New | Q1 2026 | May 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 19,173 | 1,778 | 0.05% | 0.05% | 467 | -1,251 | -6.13% | Q1 2026 | Apr 28, 2026 |
| WELCH & FORBES LLC | History | No change | 19,116 | 1,772 | 0.02% | 0.02% | 468 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| COWA, LLC | History | Reduced | 19,075 | 1,769 | 0.48% | 0.56% | 469 | -407 | -2.09% | Q1 2026 | May 14, 2026 |
| Lexington Hill Partners, LLC | History | Reduced | 18,989 | 1,761 | 1.0% | 2.46% | 470 | -15,831 | -45.47% | Q1 2026 | Apr 16, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 18,897 | 1,752 | 0.07% | 0.07% | 471 | -982 | -4.94% | Q1 2026 | May 11, 2026 |
| Baring Financial LLC | History | Added to | 18,873 | 1,750 | 1.07% | 1.03% | 472 | +852 | 4.73% | Q1 2026 | Apr 06, 2026 |
| NORTHERN TRUST CORP | History | Added to | 18,767 | 1,740 | 0.0% | 0.0% | 473 | +3,311 | 21.42% | Q1 2026 | May 14, 2026 |
| Vanguard National Trust Co | History | New | 18,480 | 1,713 | 0.11% | — | 474 | +18,480 | New | Q1 2026 | May 08, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 18,440 | 1,710 | 0.02% | 0.02% | 475 | -1,131 | -5.78% | Q1 2026 | May 12, 2026 |
| Black Diamond Financial, LLC | History | Added to | 18,447 | 1,710 | 0.19% | 0.18% | 476 | +418 | 2.32% | Q1 2026 | May 05, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Reduced | 18,381 | 1,704 | 1.08% | 1.21% | 477 | -382 | -2.04% | Q1 2026 | May 11, 2026 |
| Forum Private Client Group LLC | History | Reduced | 18,359 | 1,702 | 0.57% | 0.64% | 478 | -1,478 | -7.45% | Q1 2026 | May 13, 2026 |
| Summit Global Investments | History | New | 18,328 | 1,700 | 0.1% | — | 479 | +18,328 | New | Q1 2026 | May 07, 2026 |
| Intellectus Partners, LLC | History | Reduced | 18,133 | 1,681 | 0.34% | 0.33% | 480 | -16 | -0.09% | Q1 2026 | Apr 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 18,105 | 1,679 | 0.01% | 0.01% | 481 | +1,501 | 9.04% | Q1 2026 | May 15, 2026 |
| Thompson David Blair | History | Reduced | 18,050 | 1,673 | 0.96% | 1.08% | 482 | -2,084 | -10.35% | Q1 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | Reduced | 17,963 | 1,665 | 0.04% | 0.04% | 483 | -311 | -1.7% | Q1 2026 | May 11, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 17,925 | 1,662 | 0.05% | 0.06% | 484 | -38 | -0.21% | Q1 2026 | May 04, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 17,721 | 1,643 | 0.59% | 0.59% | 485 | +8 | 0.05% | Q1 2026 | May 06, 2026 |
| Hoese & Co LLP | History | Reduced | 17,681 | 1,639 | 1.22% | 1.25% | 486 | -1,004 | -5.37% | Q1 2026 | Apr 22, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 17,615 | 1,633 | 0.15% | 0.14% | 487 | +559 | 3.28% | Q1 2026 | Apr 30, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 17,804 | 1,632 | 0.06% | 0.06% | 488 | +1,223 | 7.38% | Q1 2026 | May 15, 2026 |
| Insight Inv LLC | History | Added to | 17,511 | 1,623 | 0.89% | 0.71% | 489 | +4,086 | 30.44% | Q1 2026 | Apr 27, 2026 |
| PCA Investment Advisory Services Inc. | History | Reduced | 17,456 | 1,618 | 0.54% | 0.64% | 490 | -2,087 | -10.68% | Q1 2026 | May 11, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 16,999 | 1,610 | 0.06% | 0.07% | 491 | -2,166 | -11.3% | Q1 2026 | Apr 24, 2026 |
| Smart Money Group LLC | History | Reduced | 17,365 | 1,610 | 0.47% | 0.51% | 492 | -1,065 | -5.78% | Q1 2026 | May 05, 2026 |
| Composition Wealth, LLC | History | Reduced | 17,178 | 1,593 | 0.02% | 0.03% | 494 | -8,028 | -31.85% | Q1 2026 | Apr 08, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 16,926 | 1,593 | 0.44% | 0.42% | 493 | +69 | 0.41% | Q1 2026 | Apr 30, 2026 |
| Addison Capital Co | History | New | 17,147 | 1,590 | 0.28% | — | 495 | +17,147 | New | Q1 2026 | Apr 29, 2026 |
| Ballew Advisors, Inc | History | Reduced | 16,930 | 1,589 | 0.9% | 1.19% | 496 | -5,438 | -24.31% | Q1 2026 | Apr 10, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 17,074 | 1,583 | 0.02% | 0.03% | 497 | -1,691 | -9.01% | Q1 2026 | May 12, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 17,066 | 1,582 | 0.01% | 0.01% | 498 | -1,969 | -10.34% | Q1 2026 | May 13, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 17,014 | 1,577 | 0.1% | 0.1% | 499 | +1,462 | 9.4% | Q1 2026 | Apr 28, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 16,996 | 1,576 | 0.04% | 0.12% | 500 | -8,880 | -34.32% | Q1 2026 | Apr 27, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 16,960 | 1,572 | 0.16% | 0.21% | 501 | -3,507 | -17.13% | Q1 2026 | Apr 30, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 16,867 | 1,564 | 0.07% | 0.07% | 502 | +1,318 | 8.48% | Q1 2026 | May 18, 2026 |
| Centric Wealth Management | History | Reduced | 16,500 | 1,556 | 0.31% | 0.34% | 503 | -200 | -1.2% | Q1 2026 | May 12, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 16,683 | 1,547 | 0.05% | 0.05% | 504 | -455 | -2.65% | Q1 2026 | Apr 29, 2026 |
| Creekside Partners | History | Added to | 16,672 | 1,546 | 0.64% | 0.66% | 505 | +13 | 0.08% | Q1 2026 | Apr 21, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 16,642 | 1,543 | 0.27% | 0.32% | 506 | -2,845 | -14.6% | Q1 2026 | May 12, 2026 |
| West Wealth Group, LLC | History | Added to | 16,592 | 1,538 | 0.3% | 0.3% | 507 | +1,066 | 6.87% | Q1 2026 | May 11, 2026 |
| 5T Wealth, LLC | History | Reduced | 16,475 | 1,527 | 0.6% | 0.65% | 508 | -702 | -4.09% | Q1 2026 | Apr 13, 2026 |
| Aspire Growth Partners LLC | History | Reduced | 16,371 | 1,518 | 1.04% | 1.08% | 509 | -52 | -0.32% | Q1 2026 | Apr 17, 2026 |
| Nest Investments, LLC | History | Added to | 16,341 | 1,515 | 1.23% | 1.11% | 510 | +2,236 | 15.85% | Q1 2026 | Aug 18, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 16,021 | 1,508 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 16,098 | 1,492 | 0.0% | — | 512 | +16,098 | New | Q1 2026 | May 12, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 16,013 | 1,485 | 0.51% | 0.56% | 513 | -1,030 | -6.04% | Q1 2026 | Apr 29, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Reduced | 15,984 | 1,482 | 0.4% | 0.65% | 514 | -63 | -0.39% | Q1 2026 | Apr 08, 2026 |
| HRT FINANCIAL LP | History | Reduced | 15,861 | 1,470 | 0.0% | 0.01% | 515 | -3,762 | -19.17% | Q1 2026 | May 14, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 15,857 | 1,470 | 0.13% | 0.13% | 517 | -371 | -2.29% | Q1 2026 | May 12, 2026 |
| Cynosure Group, LLC | History | Added to | 15,854 | 1,470 | 0.18% | 0.15% | 516 | +42 | 0.27% | Q1 2026 | May 13, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | New | 15,848 | 1,469 | 0.37% | — | 518 | +15,848 | New | Q1 2026 | Apr 29, 2026 |
| Brookwood Investment Group LLC | History | Added to | 15,811 | 1,466 | 0.18% | 0.09% | 519 | +7,801 | 97.39% | Q1 2026 | May 04, 2026 |
| GFG Capital, LLC | History | Reduced | 15,804 | 1,465 | 0.47% | 0.62% | 520 | -2,759 | -14.86% | Q1 2026 | Apr 21, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 15,726 | 1,458 | 0.09% | 0.08% | 521 | +1,018 | 6.92% | Q1 2026 | May 13, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 15,728 | 1,458 | 0.43% | 0.45% | 522 | -74 | -0.47% | Q1 2026 | May 08, 2026 |
| NWF Advisory Services Inc. | History | Added to | 15,633 | 1,449 | 0.16% | 0.15% | 523 | +1,511 | 10.7% | Q1 2026 | May 04, 2026 |
| PFG Advisors | History | Added to | 15,611 | 1,447 | 0.07% | 0.07% | 524 | +870 | 5.9% | Q1 2026 | May 05, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 15,592 | 1,445 | 0.36% | 0.41% | 525 | -1,387 | -8.17% | Q1 2026 | May 05, 2026 |
| New Insight Wealth Advisors | History | Reduced | 15,557 | 1,442 | 0.52% | 0.54% | 526 | -500 | -3.11% | Q1 2026 | May 07, 2026 |
| Tranquility Partners, LLC | History | Added to | 15,873 | 1,441 | 0.54% | 0.51% | 527 | +781 | 5.17% | Q1 2026 | Apr 20, 2026 |
| Claro Advisors Inc. | History | Added to | 15,501 | 1,437 | 0.17% | 0.2% | 528 | +4 | 0.03% | Q1 2026 | Apr 21, 2026 |
| Emerald Advisors, LLC | History | Reduced | 15,438 | 1,431 | 0.18% | 0.4% | 529 | -16,100 | -51.05% | Q1 2026 | Apr 23, 2026 |
| BRIGHTON JONES LLC | History | New | 15,435 | 1,431 | 0.03% | — | 530 | +15,435 | New | Q1 2026 | Aug 06, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 15,429 | 1,430 | 0.48% | 0.42% | 531 | -168 | -1.08% | Q1 2026 | Apr 29, 2026 |
| BROWN ADVISORY INC | History | Reduced | 15,283 | 1,417 | 0.0% | 0.0% | 532 | -350 | -2.24% | Q1 2026 | May 15, 2026 |
| EWA, LLC | History | Reduced | 15,169 | 1,406 | 0.32% | 0.36% | 533 | -463 | -2.96% | Q1 2026 | Apr 23, 2026 |
| Purpose Unlimited Inc. | History | Added to | 15,144 | 1,404 | 0.06% | 0.06% | 534 | +691 | 4.78% | Q1 2026 | May 15, 2026 |
| BXM Wealth LLC | History | No change | 15,124 | 1,402 | 1.08% | 1.1% | 535 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 15,106 | 1,400 | 0.08% | 0.09% | 536 | -1,426 | -8.63% | Q1 2026 | May 12, 2026 |
| Rossby Financial, LCC | History | Added to | 14,979 | 1,388 | 0.28% | 0.08% | 537 | +12,188 | 436.69% | Q1 2026 | May 11, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | No change | 14,874 | 1,379 | 0.3% | 0.29% | 538 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 14,854 | 1,377 | 0.25% | 0.23% | 539 | +680 | 4.8% | Q1 2026 | May 11, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 14,536 | 1,373 | 0.23% | 0.24% | 540 | -466 | -3.11% | Q1 2026 | May 08, 2026 |
| Southland Equity Partners LLC | History | Reduced | 14,771 | 1,369 | 0.27% | 0.28% | 541 | -373 | -2.46% | Q1 2026 | Apr 14, 2026 |
| Nova R Wealth, Inc. | History | Added to | 14,606 | 1,354 | 0.43% | 0.5% | 542 | +34 | 0.23% | Q1 2026 | Apr 17, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 14,545 | 1,348 | 0.12% | 0.03% | 543 | +11,975 | 465.95% | Q1 2026 | May 12, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 14,194 | 1,346 | 0.09% | 0.1% | 544 | -685 | -4.6% | Q1 2026 | Apr 29, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 14,500 | 1,344 | 0.09% | 0.11% | 545 | -3,277 | -18.43% | Q1 2026 | May 14, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 14,500 | 1,344 | 0.32% | 0.43% | 546 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 14,318 | 1,327 | 0.1% | 0.11% | 547 | -925 | -6.07% | Q1 2026 | Apr 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 14,258 | 1,322 | 0.02% | 0.02% | 548 | -980 | -6.43% | Q1 2026 | Apr 20, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 14,244 | 1,320 | 0.18% | 0.17% | 549 | +1,056 | 8.01% | Q1 2026 | Apr 24, 2026 |
| Squarepoint Ops LLC | History | New | 14,064 | 1,304 | 0.0% | — | 551 | +14,064 | New | Q1 2026 | May 15, 2026 |
| Mosley Wealth Management | History | Added to | 13,711 | 1,304 | 0.59% | 0.6% | 550 | +17 | 0.12% | Q1 2026 | Apr 27, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 13,995 | 1,297 | 0.02% | 0.02% | 552 | 0 | 0.0% | Q1 2026 | Jun 22, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 13,923 | 1,291 | 0.01% | 0.06% | 553 | -33,016 | -70.34% | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 13,868 | 1,286 | 0.04% | 0.04% | 554 | +439 | 3.27% | Q1 2026 | May 12, 2026 |
| Select Asset Management & Trust | History | Reduced | 13,829 | 1,283 | 0.4% | 2.06% | 555 | -56,591 | -80.36% | Q1 2026 | May 14, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 13,838 | 1,283 | 0.1% | 0.1% | 556 | -234 | -1.66% | Q1 2026 | May 15, 2026 |
| KW WEALTH MANAGEMENT LLC | History | No change | 13,553 | 1,276 | 1.94% | 1.94% | 557 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 13,651 | 1,265 | 0.07% | 0.08% | 558 | -386 | -2.75% | Q1 2026 | May 13, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 13,617 | 1,262 | 0.5% | 0.56% | 559 | -954 | -6.55% | Q1 2026 | Apr 22, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 13,573 | 1,258 | 0.07% | 0.08% | 560 | -617 | -4.35% | Q1 2026 | Apr 30, 2026 |
| Empire Life Investments Inc. | History | New | 13,547 | 1,255 | 0.08% | — | 561 | +13,547 | New | Q1 2026 | May 11, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 13,519 | 1,253 | 0.09% | 0.09% | 562 | -1,230 | -8.34% | Q1 2026 | May 15, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 13,513 | 1,253 | 0.45% | 0.46% | 563 | -31 | -0.23% | Q1 2026 | May 13, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 13,440 | 1,246 | 0.38% | 0.39% | 564 | -479 | -3.44% | Q1 2026 | Apr 17, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 13,405 | 1,243 | 0.34% | 0.37% | 565 | -1,899 | -12.41% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 13,385 | 1,240 | 0.09% | 0.09% | 566 | -859 | -6.03% | Q1 2026 | May 01, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 13,349 | 1,238 | 0.5% | 0.54% | 567 | +52 | 0.39% | Q1 2026 | May 13, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 13,325 | 1,235 | 0.13% | 0.14% | 568 | -78 | -0.58% | Q1 2026 | Apr 24, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 13,322 | 1,235 | 0.43% | 0.44% | 569 | -75 | -0.56% | Q1 2026 | May 13, 2026 |
| Concentrum Wealth Management | History | Added to | 13,297 | 1,233 | 0.36% | 0.35% | 570 | +10 | 0.08% | Q1 2026 | May 04, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 13,187 | 1,222 | 0.26% | 0.27% | 571 | -186 | -1.39% | Q1 2026 | May 05, 2026 |
| Maia Wealth LLC | History | Reduced | 13,055 | 1,210 | 0.2% | 0.22% | 572 | -371 | -2.76% | Q1 2026 | May 08, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 12,968 | 1,202 | 0.05% | 0.05% | 573 | +2,212 | 20.57% | Q1 2026 | May 12, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 12,931 | 1,199 | 0.06% | 0.07% | 574 | -3,062 | -19.15% | Q1 2026 | Apr 28, 2026 |
| Karras Company, Inc. | History | Reduced | 12,909 | 1,197 | 1.21% | 1.33% | 575 | -1,545 | -10.69% | Q1 2026 | Apr 06, 2026 |
| JMG Financial Group, Ltd. | History | No change | 12,847 | 1,191 | 0.03% | 0.03% | 576 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 12,676 | 1,175 | 0.19% | 0.18% | 577 | -1,696 | -11.8% | Q1 2026 | May 15, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 12,624 | 1,170 | 1.01% | 1.43% | 578 | -5,282 | -29.5% | Q1 2026 | May 06, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 12,602 | 1,168 | 0.08% | 0.09% | 579 | -657 | -4.96% | Q1 2026 | May 05, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 12,524 | 1,161 | 0.07% | 0.08% | 580 | -58 | -0.46% | Q1 2026 | Apr 27, 2026 |
| Mattern Wealth Management LLC | History | Reduced | 12,512 | 1,160 | 0.23% | 0.23% | 581 | -6 | -0.05% | Q1 2026 | Apr 23, 2026 |
| WT Wealth Management | History | Reduced | 12,387 | 1,148 | 0.34% | 0.34% | 582 | -42 | -0.34% | Q1 2026 | Apr 21, 2026 |
| Compound Planning, Inc. | History | Reduced | 12,289 | 1,139 | 0.03% | 0.04% | 583 | -1,000 | -7.53% | Q1 2026 | May 14, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 12,059 | 1,135 | 0.41% | 0.48% | 584 | -997 | -7.64% | Q1 2026 | May 08, 2026 |
| Ergawealth Advisors, Inc. | History | Added to | 12,249 | 1,135 | 0.5% | 0.53% | 585 | +43 | 0.35% | Q1 2026 | Apr 27, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | New | 12,228 | 1,134 | 1.94% | — | 586 | +12,228 | New | Q1 2026 | Apr 22, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 12,199 | 1,131 | 0.47% | 0.47% | 587 | -105 | -0.85% | Q1 2026 | May 07, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 12,108 | 1,122 | 0.42% | 0.42% | 589 | +74 | 0.61% | Q1 2026 | May 18, 2026 |
| K2 Financial Inc. | History | Reduced | 11,930 | 1,122 | 0.82% | 0.87% | 590 | -10 | -0.08% | Q1 2026 | Apr 28, 2026 |
| VERITY Wealth Advisors | History | No change | 12,102 | 1,122 | 0.75% | 0.71% | 588 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Moors & Cabot, Inc. | History | Added to | 12,064 | 1,118 | 0.05% | 0.05% | 591 | +243 | 2.06% | Q1 2026 | May 08, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 12,007 | 1,113 | 0.24% | 0.29% | 593 | -2,739 | -18.57% | Q1 2026 | May 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 12,009 | 1,113 | 0.14% | 0.12% | 592 | +958 | 8.67% | Q1 2026 | May 05, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 11,851 | 1,106 | 0.03% | 0.03% | 594 | -263 | -2.17% | Q1 2026 | Apr 08, 2026 |
| Maridea Wealth Management LLC | History | Added to | 11,895 | 1,103 | 0.16% | 0.13% | 595 | +3,018 | 34.0% | Q1 2026 | Apr 21, 2026 |
| J.E. Simmons & Co., P.C. | History | Added to | 11,885 | 1,102 | 0.74% | 0.69% | 596 | +616 | 5.47% | Q1 2026 | Apr 21, 2026 |
| Goldstein Advisors, LLC | History | Added to | 11,814 | 1,095 | 0.12% | 0.13% | 597 | +102 | 0.87% | Q1 2026 | Apr 28, 2026 |
| Oxinas Partners, LLC | History | Added to | 11,804 | 1,094 | 0.5% | 0.48% | 598 | +1,124 | 10.52% | Q1 2026 | Apr 10, 2026 |
| CFO4Life Group, LLC | History | Added to | 11,776 | 1,092 | 0.17% | 0.16% | 599 | +8 | 0.07% | Q1 2026 | May 11, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 11,754 | 1,090 | 0.04% | 0.04% | 600 | +699 | 6.32% | Q1 2026 | May 12, 2026 |
| Snider Financial Group | History | Added to | 11,730 | 1,087 | 0.33% | 0.28% | 601 | +532 | 4.75% | Q1 2026 | Apr 15, 2026 |
| Bravias Capital Group, LLC | History | No change | 11,731 | 1,087 | 0.71% | 0.67% | 602 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 11,599 | 1,075 | 0.07% | 0.08% | 603 | -208 | -1.76% | Q1 2026 | Apr 10, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 11,507 | 1,067 | 0.25% | 0.24% | 604 | +581 | 5.32% | Q1 2026 | May 12, 2026 |
| PMG Wealth Management, Inc. | History | Reduced | 11,513 | 1,067 | 0.77% | 0.8% | 605 | -45 | -0.39% | Q1 2026 | Apr 17, 2026 |
| IRON Financial LLC | History | Reduced | 11,238 | 1,042 | 0.46% | 0.62% | 606 | -3,204 | -22.19% | Q1 2026 | Apr 27, 2026 |
| Chatterton & Associates Inc. | History | Added to | 11,012 | 1,033 | 0.72% | 0.73% | 607 | +1,972 | 21.81% | Q1 2026 | Apr 20, 2026 |
| Lincoln Capital LLC | History | Added to | 11,129 | 1,031 | 0.2% | 0.18% | 608 | +479 | 4.5% | Q1 2026 | May 01, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 11,049 | 1,024 | 0.14% | 0.29% | 609 | -11,271 | -50.5% | Q1 2026 | Apr 30, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 10,945 | 1,015 | 0.06% | 0.05% | 610 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 10,752 | 997 | 0.07% | 0.05% | 611 | +880 | 8.91% | Q1 2026 | May 11, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 10,712 | 993 | 0.1% | 0.11% | 612 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 10,707 | 992 | 0.33% | 0.35% | 613 | +373 | 3.61% | Q1 2026 | May 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 10,678 | 990 | 0.08% | 0.08% | 614 | -24 | -0.22% | Q1 2026 | May 13, 2026 |
| Ridgewood Investments LLC | History | New | 10,674 | 989 | 0.4% | — | 616 | +10,674 | New | Q1 2026 | Apr 03, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 10,665 | 989 | 0.12% | 0.11% | 615 | -34 | -0.32% | Q1 2026 | May 14, 2026 |
| Inspire Advisors, LLC | History | Added to | 10,592 | 982 | 0.08% | 0.05% | 618 | +5,219 | 97.13% | Q1 2026 | May 15, 2026 |
| Trust Point Inc. | History | Added to | 10,593 | 982 | 0.09% | 0.08% | 617 | +22 | 0.21% | Q1 2026 | Apr 15, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 10,535 | 977 | 0.08% | 0.11% | 619 | -3,833 | -26.68% | Q1 2026 | May 15, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 10,531 | 976 | 0.31% | 0.32% | 620 | +73 | 0.7% | Q1 2026 | May 08, 2026 |
| DRAVO BAY LLC | History | Added to | 10,497 | 973 | 0.4% | 0.39% | 621 | +550 | 5.53% | Q1 2026 | May 07, 2026 |
| Inscription Capital, LLC | History | Reduced | 10,462 | 970 | 0.1% | 0.14% | 622 | -4,130 | -28.3% | Q1 2026 | Apr 20, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 10,284 | 953 | 0.06% | 0.06% | 623 | +4 | 0.04% | Q1 2026 | May 06, 2026 |
| Berkshire Money Management, Inc. | History | Added to | 10,251 | 950 | 0.1% | 0.09% | 624 | +189 | 1.88% | Q1 2026 | Apr 21, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Reduced | 10,248 | 950 | 0.6% | 0.6% | 625 | -30 | -0.29% | Q1 2026 | Apr 23, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 10,222 | 947 | 0.0% | 0.0% | 626 | +62 | 0.61% | Q1 2026 | May 14, 2026 |
| Advisor Resource Council | History | Reduced | 10,199 | 945 | 0.31% | 0.38% | 627 | -1,163 | -10.24% | Q1 2026 | May 07, 2026 |
| C2C Wealth Management, LLC | History | No change | 10,165 | 942 | 0.8% | 0.81% | 628 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 10,108 | 937 | 0.21% | 0.2% | 629 | +166 | 1.67% | Q1 2026 | May 21, 2026 |
| FORM Wealth Advisors, LLC | History | Reduced | 10,031 | 930 | 0.11% | 0.22% | 630 | -10,222 | -50.47% | Q1 2026 | Apr 10, 2026 |
| Archer Investment Management, LLC | History | New | 9,955 | 923 | 0.39% | — | 631 | +9,955 | New | Q1 2026 | Apr 08, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 9,907 | 918 | 0.32% | 0.36% | 632 | -675 | -6.38% | Q1 2026 | Apr 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 9,885 | 916 | 0.0% | 0.0% | 633 | +5,210 | 111.44% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 9,853 | 913 | 0.01% | 0.01% | 634 | +195 | 2.02% | Q1 2026 | Apr 23, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 9,851 | 913 | 0.62% | 0.65% | 635 | +40 | 0.41% | Q1 2026 | Apr 23, 2026 |
| Tolleson Wealth Management, Inc. | History | Reduced | 9,785 | 907 | 0.13% | 0.13% | 636 | -105 | -1.06% | Q1 2026 | Jul 28, 2026 |
| Sovran Advisors, LLC | History | Added to | 9,535 | 902 | 0.07% | 0.07% | 637 | +463 | 5.1% | Q1 2026 | May 01, 2026 |
| Trek Financial, LLC | History | Added to | 9,706 | 900 | 0.05% | 0.05% | 638 | +736 | 8.21% | Q1 2026 | May 13, 2026 |
| Hilltop Holdings Inc. | History | Added to | 9,700 | 899 | 0.08% | 0.05% | 639 | +772 | 8.65% | Q1 2026 | May 14, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Added to | 9,640 | 894 | 0.02% | 0.02% | 640 | +1,797 | 22.91% | Q1 2026 | Apr 28, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 9,567 | 887 | 0.03% | 0.03% | 641 | +357 | 3.88% | Q1 2026 | Apr 21, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Reduced | 9,545 | 885 | 0.71% | 0.75% | 642 | -510 | -5.07% | Q1 2026 | Apr 16, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 9,537 | 884 | 0.03% | 0.03% | 643 | +548 | 6.1% | Q1 2026 | Apr 27, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 9,526 | 883 | 0.11% | — | 644 | +9,526 | New | Q1 2026 | May 18, 2026 |
| Wells Financial Advisors INC | History | Reduced | 9,502 | 881 | 4.01% | 6.72% | 645 | -28,063 | -74.71% | Q1 2026 | May 07, 2026 |
| First Financial Bank - Trust Division | History | Reduced | 9,465 | 877 | 0.07% | 0.08% | 646 | -626 | -6.2% | Q1 2026 | Apr 01, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Reduced | 9,357 | 874 | 0.46% | 0.5% | 647 | -33 | -0.35% | Q1 2026 | Apr 08, 2026 |
| DAVENPORT & Co LLC | History | Added to | 9,406 | 872 | 0.0% | 0.0% | 648 | +261 | 2.85% | Q1 2026 | Apr 15, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 9,381 | 870 | 0.18% | 0.19% | 649 | -2,810 | -23.05% | Q1 2026 | Apr 22, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 9,378 | 869 | 0.01% | 0.01% | 650 | +45 | 0.48% | Q1 2026 | May 12, 2026 |
| Northwest Financial Advisors | History | Added to | 9,371 | 869 | 1.68% | 1.81% | 651 | +10 | 0.11% | Q1 2026 | Apr 24, 2026 |
| First Citizens Financial Corp | History | Added to | 9,310 | 863 | 0.41% | 0.4% | 652 | +673 | 7.79% | Q1 2026 | Apr 07, 2026 |
| High Falls Advisors, Inc | History | No change | 9,112 | 858 | 0.17% | 0.17% | 653 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 9,119 | 858 | 0.11% | 0.11% | 654 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Sachetta, LLC | History | Added to | 9,225 | 855 | 0.46% | 0.48% | 656 | +2 | 0.02% | Q1 2026 | May 01, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 9,220 | 855 | 0.04% | 0.04% | 655 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 9,195 | 852 | 0.05% | 0.03% | 657 | +4,492 | 95.51% | Q1 2026 | Apr 29, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 9,113 | 845 | 0.17% | 0.13% | 658 | +2,320 | 34.15% | Q1 2026 | May 14, 2026 |
| ProVise Management Group, LLC | History | Reduced | 9,083 | 842 | 0.06% | 0.07% | 659 | -920 | -9.2% | Q1 2026 | May 06, 2026 |
| Fiduciary Group, LLC | History | No change | 9,061 | 840 | 0.07% | 0.07% | 660 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 9,010 | 835 | 0.02% | 0.02% | 661 | +1,144 | 14.54% | Q1 2026 | May 07, 2026 |
| Opes Wealth Management LLC | History | Reduced | 8,940 | 829 | 0.14% | 0.14% | 663 | -489 | -5.19% | Q1 2026 | Apr 28, 2026 |
| Granite Bay Wealth Management, LLC | History | Added to | 8,949 | 829 | 0.18% | 0.19% | 664 | +477 | 5.63% | Q1 2026 | May 01, 2026 |
| Krilogy Financial LLC | History | Reduced | 8,783 | 829 | 0.03% | 0.03% | 662 | -51 | -0.58% | Q1 2026 | Apr 17, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 8,917 | 827 | 0.1% | 0.13% | 665 | -1,725 | -16.21% | Q1 2026 | May 12, 2026 |
| Edgestream Partners, L.P. | History | New | 8,863 | 821 | 0.03% | — | 666 | +8,863 | New | Q1 2026 | May 18, 2026 |
| LongView Wealth Management | History | Added to | 8,738 | 818 | 0.21% | 0.19% | 667 | +310 | 3.68% | Q1 2026 | Apr 15, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Added to | 8,772 | 813 | 0.67% | 0.54% | 668 | +2,023 | 29.97% | Q1 2026 | Apr 29, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 8,751 | 811 | 0.07% | 0.07% | 669 | +424 | 5.09% | Q1 2026 | Apr 09, 2026 |
| JB Capital LLC | History | Added to | 8,721 | 808 | 0.03% | 0.03% | 670 | +1,145 | 15.11% | Q1 2026 | Apr 27, 2026 |
| Midwest Financial Group LLC | History | Added to | 8,703 | 807 | 0.34% | 0.36% | 671 | +34 | 0.39% | Q1 2026 | Apr 22, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 8,694 | 806 | 0.07% | 0.08% | 672 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sensible Money, LLC | History | No change | 8,678 | 804 | 0.24% | 0.26% | 673 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 8,637 | 800 | 0.08% | 0.08% | 674 | +19 | 0.22% | Q1 2026 | May 11, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 8,610 | 798 | 0.7% | 1.06% | 675 | -7,772 | -47.44% | Q1 2026 | May 04, 2026 |
| Schrum Private Wealth Management LLC | History | Reduced | 8,611 | 798 | 0.61% | 0.61% | 676 | -124 | -1.42% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 8,600 | 797 | 0.0% | 0.0% | 677 | -20,557 | -70.5% | Q1 2026 | May 15, 2026 |
| Stonebrook Private Inc. | History | Added to | 8,552 | 793 | 0.17% | 0.17% | 678 | +152 | 1.81% | Q1 2026 | May 11, 2026 |
| StrongBox Wealth, LLC | History | Reduced | 8,507 | 788 | 0.25% | 0.28% | 679 | -485 | -5.39% | Q1 2026 | May 08, 2026 |
| United Advisor Group, LLC | History | Added to | 8,466 | 785 | 0.1% | 0.09% | 680 | +1,065 | 14.39% | Q1 2026 | Apr 17, 2026 |
| Financial Sense Advisors, Inc. | History | Added to | 8,456 | 784 | 0.16% | 0.14% | 681 | +25 | 0.3% | Q1 2026 | May 14, 2026 |
| Timothy G. Youngquist 2020 Irrevocable Trust | History | New | 8,377 | 776 | 0.33% | — | 683 | +8,377 | New | Q1 2026 | Aug 07, 2026 |
| Asset Dedication, LLC | History | Added to | 8,370 | 776 | 0.05% | 0.05% | 682 | +42 | 0.5% | Q1 2026 | May 29, 2026 |
| Florida Trust Wealth Management Co | History | New | 8,358 | 775 | 0.02% | — | 684 | +8,358 | New | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | Added to | 8,316 | 771 | 0.0% | 0.0% | 685 | +180 | 2.21% | Q1 2026 | May 06, 2026 |
| Richmond Investment Services, LLC | History | Added to | 8,311 | 770 | 0.12% | 0.13% | 686 | +21 | 0.25% | Q1 2026 | Apr 29, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 8,302 | 769 | 0.08% | 0.12% | 687 | -2,850 | -25.56% | Q1 2026 | May 11, 2026 |
| Center For Asset Management LLC | History | Reduced | 8,290 | 768 | 0.38% | 0.52% | 688 | -2,212 | -21.06% | Q1 2026 | Apr 16, 2026 |
| VestGen Advisors, LLC | History | Reduced | 8,098 | 765 | 0.02% | 0.04% | 689 | -2,062 | -20.3% | Q1 2026 | May 14, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 8,242 | 764 | 0.21% | 0.2% | 690 | +236 | 2.95% | Q1 2026 | Apr 27, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Reduced | 8,134 | 754 | 0.28% | 0.3% | 691 | -207 | -2.48% | Q1 2026 | Apr 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 8,087 | 749 | 0.0% | 0.0% | 692 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Integrated Capital Management, LLC | History | Added to | 8,061 | 747 | 0.32% | 0.32% | 693 | +35 | 0.44% | Q1 2026 | Apr 17, 2026 |
| AIMZ Investment Advisors, LLC | History | No change | 8,024 | 744 | 0.23% | 0.22% | 694 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 8,003 | 742 | 0.46% | 0.47% | 695 | +41 | 0.51% | Q1 2026 | Apr 07, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 7,988 | 740 | 0.23% | 0.24% | 696 | -180 | -2.2% | Q1 2026 | Apr 16, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 7,965 | 738 | 0.16% | 0.18% | 697 | -476 | -5.64% | Q1 2026 | May 05, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 7,915 | 734 | 0.3% | 0.31% | 698 | -3 | -0.04% | Q1 2026 | Apr 21, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 7,888 | 731 | 0.59% | 0.58% | 699 | +530 | 7.2% | Q1 2026 | Apr 08, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 7,863 | 729 | 0.16% | 0.17% | 700 | -84 | -1.06% | Q1 2026 | Apr 27, 2026 |
| EdgeRock Capital LLC | History | No change | 7,846 | 727 | 0.2% | 0.2% | 701 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 7,835 | 726 | 0.05% | 0.2% | 702 | -24,072 | -75.44% | Q1 2026 | Apr 20, 2026 |
| Veery Capital, LLC | History | Added to | 7,830 | 726 | 0.22% | 0.22% | 703 | +296 | 3.93% | Q1 2026 | Apr 09, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 7,822 | 725 | 0.14% | 0.17% | 704 | -431 | -5.22% | Q1 2026 | May 01, 2026 |
| Illumine Investment Management, LLC | History | No change | 7,822 | 725 | 0.56% | 0.54% | 705 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 7,678 | 722 | 0.02% | 0.02% | 706 | -300 | -3.76% | Q1 2026 | May 04, 2026 |
| WFA of San Diego, LLC | History | Reduced | 7,760 | 719 | 0.58% | 0.55% | 707 | -239 | -2.99% | Q1 2026 | May 11, 2026 |
| PFG Investments, LLC | History | Reduced | 7,744 | 718 | 0.03% | 0.1% | 708 | -13,680 | -63.85% | Q1 2026 | Apr 27, 2026 |
| Greater Midwest Financial Group, LLC | History | Added to | 7,744 | 718 | 0.39% | 0.41% | 709 | +33 | 0.43% | Q1 2026 | Apr 24, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 7,703 | 714 | 0.01% | 0.01% | 710 | -621 | -7.46% | Q1 2026 | May 01, 2026 |
| HORAN Wealth, LLC | History | No change | 7,559 | 711 | 0.07% | 0.11% | 711 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 7,657 | 710 | 0.05% | 0.05% | 713 | +643 | 9.17% | Q1 2026 | Apr 17, 2026 |
| PDS Planning, Inc | History | Added to | 7,659 | 710 | 0.05% | 0.05% | 712 | +32 | 0.42% | Q1 2026 | Apr 21, 2026 |
| Triton Financial Group Inc | History | Added to | 7,506 | 701 | 1.22% | 0.23% | 714 | +3,753 | 100.0% | Q1 2026 | May 15, 2026 |
| Alta Wealth Advisors LLC | History | Reduced | 7,557 | 700 | 0.23% | 0.24% | 715 | -178 | -2.3% | Q1 2026 | May 04, 2026 |
| CENTRAL TRUST Co | History | No change | 7,514 | 696 | 0.01% | 0.01% | 716 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| E&G Advisors, LP | History | No change | 7,514 | 696 | 0.15% | 0.16% | 717 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CLG LLC | History | Added to | 7,503 | 695 | 0.17% | 0.18% | 718 | +7 | 0.09% | Q1 2026 | May 14, 2026 |
| Sterling Group Wealth Management, LLC | History | No change | 7,485 | 694 | 0.33% | 0.34% | 719 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FRG Family Wealth Advisors LLC | History | No change | 7,475 | 693 | 0.11% | 0.11% | 720 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| JGP Wealth Management, LLC | History | Reduced | 7,427 | 688 | 0.07% | 0.07% | 721 | -23 | -0.31% | Q1 2026 | Apr 08, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 7,408 | 687 | 0.15% | 0.16% | 722 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | Added to | 7,312 | 686 | 0.22% | 0.24% | 723 | +27 | 0.37% | Q1 2026 | Apr 17, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 7,394 | 685 | 0.16% | 0.25% | 724 | -4,041 | -35.34% | Q1 2026 | Apr 23, 2026 |
| POTENTIA WEALTH | History | Added to | 7,388 | 685 | 0.26% | 0.25% | 725 | +58 | 0.79% | Q1 2026 | May 11, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 7,380 | 684 | 0.1% | 0.1% | 726 | -255 | -3.34% | Q1 2026 | Apr 15, 2026 |
| LS Investment Advisors, LLC | History | Reduced | 7,332 | 679 | 0.1% | 0.1% | 727 | -269 | -3.54% | Q1 2026 | Apr 20, 2026 |
| Bouchey Financial Group Ltd | History | No change | 7,193 | 675 | 0.05% | 0.05% | 728 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 7,262 | 673 | 0.0% | — | 729 | +7,262 | New | Q1 2026 | May 12, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 7,256 | 672 | 0.2% | 0.2% | 730 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ewing Morris & Co. Investment Partners Ltd. | History | Added to | 7,180 | 665 | 0.3% | 0.29% | 731 | +250 | 3.61% | Q1 2026 | May 11, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 7,164 | 664 | 0.0% | 0.0% | 732 | -3,057 | -29.91% | Q1 2026 | May 14, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 7,225 | 663 | 0.15% | 0.18% | 733 | -938 | -11.49% | Q1 2026 | May 13, 2026 |
| BostonPremier Wealth LLC | History | Reduced | 7,151 | 663 | 0.34% | 0.36% | 734 | -314 | -4.21% | Q1 2026 | Apr 10, 2026 |
| Intrua Financial, LLC | History | Reduced | 7,139 | 662 | 0.07% | 0.07% | 735 | -381 | -5.07% | Q1 2026 | Apr 23, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 7,134 | 661 | 0.07% | 0.07% | 736 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 7,042 | 653 | 0.05% | 0.05% | 737 | +105 | 1.51% | Q1 2026 | Apr 16, 2026 |
| Midwest Trust Co | History | Reduced | 7,031 | 652 | 0.01% | 0.01% | 738 | -339 | -4.6% | Q1 2026 | May 01, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 7,020 | 651 | 0.05% | 0.06% | 739 | -817 | -10.42% | Q1 2026 | Apr 22, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 7,014 | 650 | 0.0% | 0.0% | 740 | -5,783 | -45.19% | Q1 2026 | May 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 7,002 | 649 | 0.01% | 0.02% | 741 | -2,889 | -29.21% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Reduced | 6,969 | 646 | 0.03% | 0.03% | 742 | -1,059 | -13.19% | Q1 2026 | May 14, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 6,885 | 645 | 0.45% | 1.63% | 744 | -5,803 | -45.74% | Q1 2026 | Jul 01, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 6,964 | 645 | 0.01% | 0.01% | 743 | -3,111 | -30.88% | Q1 2026 | May 01, 2026 |
| W ADVISORS, LLC | History | Added to | 6,953 | 644 | 0.33% | 0.32% | 745 | +89 | 1.3% | Q1 2026 | Apr 29, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 6,942 | 643 | 0.02% | 0.02% | 746 | -334 | -4.59% | Q1 2026 | May 07, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Reduced | 6,924 | 642 | 0.2% | 0.21% | 747 | -170 | -2.4% | Q1 2026 | Apr 15, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 6,896 | 639 | 0.11% | 0.12% | 748 | -253 | -3.54% | Q1 2026 | Apr 17, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | No change | 6,881 | 638 | 0.03% | 0.03% | 749 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 6,879 | 637 | 0.33% | 0.28% | 750 | +1,072 | 18.46% | Q1 2026 | May 13, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 6,868 | 636 | 0.0% | 0.0% | 751 | -2,669 | -27.99% | Q1 2026 | May 05, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 6,846 | 634 | 0.13% | 0.13% | 752 | -11 | -0.16% | Q1 2026 | Apr 13, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 6,831 | 633 | 0.08% | 0.09% | 753 | -40 | -0.58% | Q1 2026 | Apr 17, 2026 |
| WESPAC Advisors SoCal, LLC | History | No change | 6,826 | 633 | 0.13% | 0.13% | 754 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | No change | 6,760 | 626 | 0.03% | 0.04% | 755 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WBH ADVISORY INC | History | Reduced | 6,747 | 625 | 0.05% | 0.05% | 757 | -614 | -8.34% | Q1 2026 | Apr 27, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 6,747 | 625 | 0.04% | 0.04% | 756 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 6,726 | 623 | 0.04% | 0.04% | 758 | -17 | -0.25% | Q1 2026 | May 13, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 6,724 | 623 | 0.37% | 0.37% | 759 | +9 | 0.13% | Q1 2026 | Apr 30, 2026 |
| Security Financial Services, INC. | History | Reduced | 6,700 | 621 | 0.1% | 0.13% | 760 | -2,176 | -24.52% | Q1 2026 | May 27, 2026 |
| Austin Private Wealth, LLC | History | No change | 6,528 | 614 | 0.05% | 0.05% | 761 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Advisory Advocates, LLC | History | No change | 6,607 | 612 | 0.62% | 0.62% | 762 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Jeter Robert S II | History | New | 6,474 | 608 | 0.61% | — | 765 | +6,474 | New | Q1 2026 | May 11, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 6,563 | 608 | 0.24% | 0.25% | 763 | -578 | -8.09% | Q1 2026 | Apr 17, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 6,558 | 608 | 0.12% | 0.14% | 764 | -1 | -0.02% | Q1 2026 | May 15, 2026 |
| Granite FO LLC | History | Reduced | 6,543 | 606 | 0.36% | 0.79% | 766 | -9,279 | -58.65% | Q1 2026 | May 12, 2026 |
| JT Stratford LLC | History | No change | 6,532 | 605 | 0.08% | 0.08% | 767 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 6,530 | 605 | 0.22% | 0.22% | 768 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FF Advisors,LLC | History | Reduced | 6,394 | 603 | 0.24% | 0.27% | 769 | -30 | -0.47% | Q1 2026 | Apr 27, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 6,500 | 602 | 0.11% | 0.1% | 770 | +993 | 18.03% | Q1 2026 | Apr 15, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 6,470 | 600 | 0.03% | 0.04% | 771 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 6,463 | 599 | 0.44% | 0.38% | 772 | +1,058 | 19.57% | Q1 2026 | Apr 20, 2026 |
| Brown Financial Advisory | History | Reduced | 6,452 | 598 | 0.3% | 0.4% | 774 | -1,960 | -23.3% | Q1 2026 | Apr 24, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 6,457 | 598 | 0.18% | 0.18% | 773 | +11 | 0.17% | Q1 2026 | Apr 17, 2026 |
| Radnor Capital Management, LLC | History | No change | 6,434 | 596 | 0.09% | 0.09% | 775 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Aventus Investment Advisors, Inc. | History | Reduced | 6,411 | 594 | 0.5% | 0.52% | 776 | -448 | -6.53% | Q1 2026 | Apr 15, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 6,355 | 589 | 0.02% | 0.02% | 777 | -138 | -2.13% | Q1 2026 | Apr 28, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 6,270 | 581 | 0.47% | 0.24% | 779 | +3,332 | 113.41% | Q1 2026 | May 15, 2026 |
| 4J Wealth Management LLC | History | No change | 6,275 | 581 | 0.33% | 0.34% | 778 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GatePass Capital, LLC | History | No change | 6,249 | 579 | 0.27% | 0.3% | 780 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MTM FINANCIAL GROUP, LLC | History | Reduced | 6,227 | 577 | 0.27% | 0.29% | 781 | -225 | -3.49% | Q1 2026 | Jun 23, 2026 |
| Garde Capital, Inc. | History | Reduced | 6,219 | 576 | 0.03% | 0.04% | 782 | -710 | -10.25% | Q1 2026 | Apr 28, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 6,206 | 575 | 0.04% | 0.04% | 783 | +26 | 0.42% | Q1 2026 | May 15, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 6,193 | 574 | 0.06% | 0.05% | 784 | +2,147 | 53.06% | Q1 2026 | Apr 23, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | No change | 6,187 | 573 | 0.32% | 0.32% | 785 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PARTHENON LLC | History | No change | 6,174 | 572 | 0.07% | 0.06% | 786 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 6,138 | 569 | 0.03% | 0.03% | 787 | +15 | 0.24% | Q1 2026 | Apr 21, 2026 |
| HEADINVEST, LLC | History | No change | 6,111 | 566 | 0.12% | 0.11% | 788 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 6,100 | 565 | 0.02% | 0.0% | 789 | +5,870 | 2552.17% | Q1 2026 | May 13, 2026 |
| Exchange Bank | History | Reduced | 6,100 | 565 | 0.39% | 0.41% | 791 | -200 | -3.17% | Q1 2026 | Apr 08, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 6,101 | 565 | 0.06% | 0.06% | 790 | +25 | 0.41% | Q1 2026 | Apr 30, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 6,086 | 564 | 0.17% | 0.2% | 792 | -905 | -12.95% | Q1 2026 | Apr 13, 2026 |
| SFMG, LLC | History | Added to | 6,007 | 557 | 0.04% | 0.04% | 793 | +84 | 1.42% | Q1 2026 | May 12, 2026 |
| PFG Private Wealth Management, LLC | History | Reduced | 5,979 | 554 | 0.23% | 0.25% | 795 | -140 | -2.29% | Q1 2026 | May 14, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 5,981 | 554 | 0.02% | 0.02% | 794 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CVA Family Office, LLC | History | No change | 5,982 | 554 | 0.06% | 0.06% | 796 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| RFG Advisory, LLC | History | Added to | 5,970 | 553 | 0.01% | 0.01% | 797 | +278 | 4.88% | Q1 2026 | Apr 17, 2026 |
| Level Wealth Management LLC | History | New | 5,944 | 551 | 0.26% | — | 798 | +5,944 | New | Q1 2026 | Apr 27, 2026 |
| Brooklyn Investment Group | History | New | 5,923 | 549 | 0.02% | — | 799 | +5,923 | New | Q1 2026 | Apr 29, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 5,888 | 546 | 0.03% | 0.04% | 800 | -783 | -11.74% | Q1 2026 | Apr 30, 2026 |
| GEM Asset Management, LLC | History | No change | 5,866 | 544 | 0.24% | 0.25% | 801 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 5,864 | 543 | 0.05% | 0.06% | 802 | -258 | -4.21% | Q1 2026 | May 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 5,858 | 543 | 0.09% | 0.09% | 803 | +2 | 0.03% | Q1 2026 | Apr 21, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 5,823 | 540 | 0.05% | 0.05% | 804 | -155 | -2.59% | Q1 2026 | Apr 17, 2026 |
| Agate Pass Investment Management, LLC | History | No change | 5,832 | 540 | 0.21% | 0.2% | 805 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 5,821 | 539 | 0.09% | 0.09% | 806 | +229 | 4.1% | Q1 2026 | Apr 29, 2026 |
| LifeSteps Financial, Inc. | History | Reduced | 5,822 | 539 | 0.34% | 0.36% | 807 | -101 | -1.71% | Q1 2026 | Apr 22, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 5,811 | 538 | 0.12% | 0.12% | 808 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Aspect Partners, LLC | History | Added to | 5,798 | 537 | 0.22% | 0.15% | 809 | +2,189 | 60.65% | Q1 2026 | Apr 02, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 5,782 | 536 | 0.27% | 0.28% | 810 | +153 | 2.72% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 5,779 | 535 | 0.02% | 0.02% | 811 | -364 | -5.93% | Q1 2026 | May 06, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 5,770 | 535 | 0.42% | 0.43% | 812 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 5,752 | 533 | 0.07% | 0.08% | 813 | -581 | -9.17% | Q1 2026 | Apr 27, 2026 |
| DARA CAPITAL US, INC. | History | No change | 5,749 | 533 | 0.51% | 0.48% | 814 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 5,742 | 532 | 0.12% | 0.12% | 815 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 5,725 | 530 | 0.03% | 0.04% | 816 | -946 | -14.18% | Q1 2026 | May 14, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 5,707 | 529 | 0.0% | 0.0% | 817 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| KINTRA WEALTH, LLC | History | New | 5,700 | 528 | 0.04% | — | 818 | +5,700 | New | Q1 2026 | May 15, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 5,649 | 527 | 0.11% | 0.12% | 820 | -30 | -0.53% | Q1 2026 | Apr 08, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 5,688 | 527 | 0.01% | 0.01% | 819 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Concord Wealth Partners | History | No change | 5,663 | 525 | 0.07% | 0.07% | 821 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 5,664 | 525 | 0.09% | 0.09% | 822 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 5,592 | 524 | 0.08% | 0.09% | 823 | -376 | -6.3% | Q1 2026 | Apr 16, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 5,645 | 523 | 0.02% | 0.02% | 824 | -163 | -2.81% | Q1 2026 | May 13, 2026 |
| New Hampshire Trust | History | No change | 5,645 | 523 | 0.11% | 0.1% | 825 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Mainstream Capital Management LLC | History | Reduced | 5,625 | 521 | 0.35% | 0.35% | 826 | -3 | -0.05% | Q1 2026 | Apr 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 5,610 | 520 | 0.18% | 0.19% | 827 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FINANCIAL LIFE ADVISORS | History | Reduced | 5,602 | 519 | 0.16% | 0.16% | 828 | -30 | -0.53% | Q1 2026 | Apr 29, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 5,575 | 517 | 0.2% | 0.2% | 829 | -4 | -0.07% | Q1 2026 | May 05, 2026 |
| Integrity Wealth Partners, LLC | History | New | 5,574 | 516 | 0.46% | — | 832 | +5,574 | New | Q1 2026 | Apr 27, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 5,565 | 516 | 0.23% | 0.24% | 830 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | No change | 5,568 | 516 | 0.24% | 0.25% | 831 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| WARNER FINANCIAL, INC | History | No change | 5,501 | 510 | 0.17% | 0.18% | 833 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SHP Wealth Management | History | Reduced | 5,457 | 506 | 0.04% | 0.04% | 834 | -17 | -0.31% | Q1 2026 | May 08, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Reduced | 5,427 | 503 | 0.38% | 0.46% | 836 | -395 | -6.78% | Q1 2026 | Apr 27, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | No change | 5,424 | 503 | 0.03% | 0.03% | 835 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 5,397 | 500 | 0.34% | 0.34% | 837 | -30 | -0.55% | Q1 2026 | May 04, 2026 |
| Heirloom Wealth Management | History | New | 5,388 | 499 | 0.09% | — | 838 | +5,388 | New | Q1 2026 | Apr 14, 2026 |
| WESBANCO BANK INC | History | Added to | 5,362 | 497 | 0.01% | 0.01% | 839 | +349 | 6.96% | Q1 2026 | Apr 21, 2026 |
| Gibson Capital, LLC | History | No change | 5,346 | 495 | 0.09% | 0.09% | 840 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Smith Partners Wealth Management, LLC | History | No change | 5,343 | 495 | 0.44% | 0.46% | 841 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 5,334 | 494 | 0.05% | 0.06% | 842 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| STAR Financial Bank | History | New | 5,300 | 491 | 0.23% | — | 843 | +5,300 | New | Q1 2026 | May 08, 2026 |
| Kingsman Wealth Management, Inc. | History | Added to | 5,278 | 489 | 0.27% | 0.27% | 844 | +22 | 0.42% | Q1 2026 | Apr 21, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 5,226 | 488 | 0.01% | 0.01% | 846 | -100 | -1.88% | Q1 2026 | Apr 28, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 5,267 | 488 | 0.08% | 0.08% | 845 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 5,249 | 486 | 0.08% | 0.11% | 847 | -2,021 | -27.8% | Q1 2026 | May 06, 2026 |
| Larson Financial Group LLC | History | Added to | 5,246 | 486 | 0.02% | 0.02% | 848 | +154 | 3.02% | Q1 2026 | May 15, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 5,221 | 484 | 0.04% | 0.04% | 849 | -9 | -0.17% | Q1 2026 | May 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 5,187 | 482 | 0.01% | 0.01% | 850 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Old North State Trust, LLC | History | No change | 5,192 | 482 | 0.29% | 0.29% | 851 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Trust Co of the South | History | No change | 5,195 | 481 | 0.08% | 0.08% | 852 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| GUIDANCE CAPITAL, INC | History | No change | 5,087 | 480 | 0.11% | 0.12% | 853 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sage Capital Advisors,llc | History | No change | 5,168 | 479 | 0.11% | 0.12% | 854 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| New Republic Capital, LLC | History | Added to | 5,157 | 478 | 0.16% | 0.13% | 855 | +8 | 0.16% | Q1 2026 | May 01, 2026 |
| LCNB CORP | History | No change | 5,150 | 477 | 0.16% | 0.16% | 856 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Opulen Financial Group LLC | History | Added to | 5,133 | 476 | 0.33% | 0.35% | 857 | +4 | 0.08% | Q1 2026 | Apr 29, 2026 |
| Colonial Trust Co / SC | History | Reduced | 5,130 | 475 | 0.06% | 0.06% | 858 | -6 | -0.12% | Q1 2026 | May 12, 2026 |
| Briggs Wealth Management, Inc | History | Reduced | 5,107 | 473 | 0.5% | 0.53% | 861 | -155 | -2.95% | Q1 2026 | May 15, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Reduced | 5,104 | 473 | 0.31% | 0.31% | 860 | -142 | -2.71% | Q1 2026 | Apr 20, 2026 |
| Welch Group, LLC | History | No change | 5,104 | 473 | 0.02% | 0.02% | 859 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| COFG Advisors, LLC | History | Reduced | 5,092 | 472 | 0.12% | 0.13% | 862 | -415 | -7.54% | Q1 2026 | May 11, 2026 |
| Glenview Trust Co | History | Reduced | 5,088 | 471 | 0.01% | 0.01% | 863 | -529 | -9.42% | Q1 2026 | May 08, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 5,079 | 471 | 0.0% | 0.01% | 864 | +34 | 0.67% | Q1 2026 | Apr 27, 2026 |
| Balance Wealth, LLC | History | Added to | 5,060 | 469 | 0.15% | 0.15% | 865 | +56 | 1.12% | Q1 2026 | Apr 20, 2026 |
| Horizon Wealth Management, LLC | History | Reduced | 5,027 | 466 | 0.07% | 0.1% | 866 | -1,479 | -22.73% | Q1 2026 | Apr 24, 2026 |
| EQ LLC | History | Reduced | 5,017 | 465 | 0.13% | 0.15% | 868 | -622 | -11.03% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 5,014 | 465 | 0.03% | 0.03% | 867 | -121 | -2.36% | Q1 2026 | Apr 15, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 5,004 | 464 | 0.01% | 0.01% | 869 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Berkeley, Inc | History | No change | 5,012 | 464 | 0.16% | 0.15% | 870 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Crabel Capital Management, LLC | History | New | 5,000 | 463 | 4.28% | — | 871 | +5,000 | New | Q1 2026 | May 14, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 4,956 | 459 | 0.05% | 0.05% | 872 | +159 | 3.31% | Q1 2026 | May 13, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 4,948 | 458 | 0.17% | 0.14% | 873 | +543 | 12.33% | Q1 2026 | May 12, 2026 |
| SEEDS INVESTOR LLC | History | New | 4,853 | 454 | 0.06% | — | 874 | +4,853 | New | Q1 2026 | May 11, 2026 |
| Moment Partners, LLC | History | No change | 4,888 | 453 | 0.08% | 0.09% | 875 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 4,878 | 452 | 0.29% | 1.06% | 877 | -13,402 | -73.32% | Q1 2026 | Apr 15, 2026 |
| Ledyard National Bank | History | Added to | 4,877 | 452 | 0.04% | 0.04% | 876 | +524 | 12.04% | Q1 2026 | Apr 24, 2026 |
| First Bank & Trust | History | Reduced | 4,851 | 449 | 0.07% | 0.07% | 878 | -32 | -0.66% | Q1 2026 | Apr 10, 2026 |
| Aerodigm Wealth, LLC | History | No change | 4,817 | 446 | 0.17% | 0.17% | 879 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BAYBAN | History | Added to | 4,797 | 444 | 0.39% | 0.39% | 881 | +120 | 2.57% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 4,791 | 444 | 0.0% | 0.0% | 880 | +17 | 0.36% | Q1 2026 | May 14, 2026 |
| Patten Group, Inc. | History | Reduced | 4,744 | 439 | 0.08% | 0.09% | 883 | -609 | -11.38% | Q1 2026 | Apr 24, 2026 |
| TRUST CO OF VERMONT | History | No change | 4,670 | 439 | 0.02% | 0.02% | 882 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 4,730 | 438 | 0.22% | 0.23% | 884 | -92 | -1.91% | Q1 2026 | Apr 15, 2026 |
| Columbus Macro, LLC | History | Reduced | 4,706 | 436 | 0.05% | 0.05% | 885 | -183 | -3.74% | Q1 2026 | Apr 21, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 4,682 | 434 | 0.23% | 0.28% | 887 | -925 | -16.5% | Q1 2026 | Apr 21, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 4,690 | 434 | 0.03% | 0.03% | 886 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Oakmont Advisory Group, LLC | History | Reduced | 4,665 | 432 | 0.44% | 1.35% | 892 | -8,748 | -65.22% | Q1 2026 | May 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 4,662 | 432 | 0.0% | 0.0% | 888 | +1,719 | 58.41% | Q1 2026 | May 15, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 4,667 | 432 | 0.09% | 0.11% | 891 | -470 | -9.15% | Q1 2026 | Apr 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 4,668 | 432 | 0.0% | 0.0% | 889 | -113 | -2.36% | Q1 2026 | May 14, 2026 |
| Venture Visionary Partners LLC | History | No change | 4,668 | 432 | 0.01% | 0.01% | 890 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Skyline Advisors, Inc. | History | Added to | 4,655 | 431 | 0.15% | 0.14% | 893 | +182 | 4.07% | Q1 2026 | Apr 20, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | No change | 4,624 | 428 | 0.34% | 0.35% | 894 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EVERPAR ADVISORS LLC | History | Added to | 4,610 | 427 | 0.15% | 0.15% | 895 | +441 | 10.58% | Q1 2026 | Apr 21, 2026 |
| Destination Wealth Management | History | Added to | 4,601 | 426 | 0.01% | 0.01% | 896 | +827 | 21.91% | Q1 2026 | May 15, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 4,568 | 423 | 0.26% | 0.15% | 897 | -402 | -8.09% | Q1 2026 | May 01, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 4,553 | 422 | 0.02% | 0.02% | 898 | +16 | 0.35% | Q1 2026 | Apr 17, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 4,544 | 421 | 0.02% | 0.02% | 899 | -36 | -0.79% | Q1 2026 | Apr 27, 2026 |
| Roxbury Financial LLC | History | Reduced | 4,547 | 421 | 0.38% | 0.38% | 900 | -18 | -0.39% | Q1 2026 | Apr 17, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 4,525 | 419 | 0.02% | 0.02% | 901 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tempo Wealth, LLC | History | Reduced | 4,508 | 418 | 0.07% | 0.08% | 902 | -44 | -0.97% | Q1 2026 | May 14, 2026 |
| MKT Advisors LLC | History | No change | 4,460 | 415 | 0.14% | 0.14% | 903 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 4,469 | 414 | 0.01% | 0.01% | 904 | -62 | -1.37% | Q1 2026 | Apr 07, 2026 |
| 1ST SOURCE BANK | History | Added to | 4,455 | 413 | 0.02% | 0.02% | 905 | +731 | 19.63% | Q1 2026 | May 04, 2026 |
| GAMMA Investing LLC | History | Reduced | 4,416 | 409 | 0.02% | 0.02% | 906 | -113 | -2.5% | Q1 2026 | Apr 06, 2026 |
| Latitude Advisors, LLC | History | Reduced | 4,407 | 408 | 0.19% | 0.19% | 908 | -85 | -1.89% | Q1 2026 | Apr 27, 2026 |
| Atlas Brown,Inc. | History | Added to | 4,401 | 408 | 0.12% | 0.12% | 907 | +28 | 0.64% | Q1 2026 | Apr 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 4,368 | 405 | 0.01% | 0.01% | 909 | +1,473 | 50.88% | Q1 2026 | Apr 30, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 4,261 | 403 | 0.01% | 0.01% | 910 | +497 | 13.2% | Q1 2026 | May 15, 2026 |
| GenTrust, LLC | History | Added to | 4,351 | 403 | 0.02% | 0.02% | 911 | +377 | 9.49% | Q1 2026 | Apr 27, 2026 |
| Apeiron RIA LLC | History | Reduced | 4,318 | 400 | 0.09% | 0.15% | 913 | -3,670 | -45.94% | Q1 2026 | Apr 27, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 4,249 | 400 | 0.04% | 0.04% | 912 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Balefire, LLC | History | Added to | 4,299 | 398 | 0.07% | 0.08% | 914 | +76 | 1.8% | Q1 2026 | May 07, 2026 |
| CAP Partners, LLC | History | Reduced | 4,290 | 397 | 0.22% | 0.23% | 915 | -13 | -0.3% | Q1 2026 | Apr 28, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 4,267 | 395 | 0.0% | 0.0% | 916 | +157 | 3.82% | Q1 2026 | May 14, 2026 |
| Legacy Trust | History | No change | 4,265 | 395 | 0.08% | 0.08% | 917 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 4,249 | 394 | 0.04% | — | 918 | +4,249 | New | Q1 2026 | Apr 08, 2026 |
| Five Pine Wealth Management | History | Added to | 4,228 | 392 | 0.24% | 0.25% | 919 | +55 | 1.32% | Q1 2026 | Apr 16, 2026 |
| Fisher Asset Management, LLC | History | Added to | 4,207 | 390 | 0.0% | 0.0% | 920 | +507 | 13.7% | Q1 2026 | May 05, 2026 |
| INVESTED ADVISORS | History | Added to | 4,207 | 390 | 0.39% | 0.37% | 921 | +363 | 9.44% | Q1 2026 | Apr 29, 2026 |
| Hobart Private Capital, LLC | History | No change | 4,173 | 387 | 0.08% | 0.08% | 922 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Enclave Advisors LLC | History | Reduced | 4,161 | 385 | 0.05% | 0.06% | 923 | -524 | -11.18% | Q1 2026 | Apr 13, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 4,158 | 385 | 0.2% | 0.21% | 924 | -138 | -3.21% | Q1 2026 | Apr 10, 2026 |
| Kelly Financial Services LLC | History | Reduced | 4,160 | 385 | 0.09% | 0.1% | 925 | -113 | -2.64% | Q1 2026 | Apr 13, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 4,139 | 383 | 0.09% | 0.1% | 926 | -623 | -13.08% | Q1 2026 | Apr 17, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 4,122 | 382 | 0.02% | 0.02% | 927 | +89 | 2.21% | Q1 2026 | Apr 16, 2026 |
| TSA Wealth Managment LLC | History | Added to | 4,115 | 381 | 0.12% | 0.11% | 930 | +554 | 15.56% | Q1 2026 | May 01, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 4,110 | 381 | 0.03% | 0.03% | 928 | -358 | -8.01% | Q1 2026 | Apr 15, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 4,114 | 381 | 0.09% | 0.09% | 929 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| J. Goldman & Co LP | History | New | 4,093 | 379 | 0.01% | — | 932 | +4,093 | New | Q1 2026 | May 15, 2026 |
| Smart Portfolios, LLC | History | Reduced | 4,090 | 379 | 0.38% | 0.41% | 931 | -337 | -7.61% | Q1 2026 | May 01, 2026 |
| Stone House Investment Management, LLC | History | Added to | 4,075 | 377 | 0.07% | 0.06% | 934 | +53 | 1.32% | Q1 2026 | Apr 22, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 4,069 | 377 | 0.04% | 0.04% | 933 | -10 | -0.25% | Q1 2026 | Apr 30, 2026 |
| Harbor Group, Inc. | History | Added to | 4,039 | 374 | 0.05% | 0.06% | 936 | +102 | 2.59% | Q1 2026 | Apr 10, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Added to | 4,036 | 374 | 0.08% | 0.07% | 935 | +43 | 1.08% | Q1 2026 | Apr 16, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 4,033 | 374 | 0.18% | 0.17% | 937 | +17 | 0.42% | Q1 2026 | Apr 16, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 4,026 | 373 | 0.02% | 0.02% | 938 | +4 | 0.1% | Q1 2026 | Apr 20, 2026 |
| Apex Wealth Management, LLC | History | No change | 4,022 | 373 | 0.26% | 0.38% | 939 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| UNITED BANK | History | Reduced | 4,018 | 372 | 0.05% | 0.07% | 940 | -1,982 | -33.03% | Q1 2026 | May 11, 2026 |
| Headlands Technologies LLC | History | No change | 4,011 | 371 | 0.04% | 0.03% | 941 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Harpswell Capital Advisors, LLC | History | Reduced | 4,000 | 370 | 0.28% | 0.41% | 943 | -1,500 | -27.27% | Q1 2026 | Apr 10, 2026 |
| Grove Bank & Trust | History | No change | 4,000 | 370 | 0.04% | 0.04% | 942 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Stokes Family Office, LLC | History | Reduced | 3,988 | 369 | 0.04% | 0.04% | 944 | -161 | -3.88% | Q1 2026 | May 11, 2026 |
| Ariadne Wealth Management, LP | History | No change | 3,976 | 368 | 0.17% | 0.16% | 945 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 3,879 | 363 | 0.16% | 0.15% | 946 | +19 | 0.49% | Q1 2026 | May 04, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | New | 3,904 | 362 | 0.01% | — | 949 | +3,904 | New | Q1 2026 | Apr 21, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 3,912 | 362 | 0.01% | 0.01% | 947 | -2,263 | -36.65% | Q1 2026 | May 01, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 3,911 | 362 | 0.05% | 0.05% | 948 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 3,900 | 361 | 0.1% | 0.11% | 951 | -63 | -1.59% | Q1 2026 | Apr 30, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | No change | 3,900 | 361 | 0.06% | 0.06% | 950 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MAIRS & POWER INC | History | New | 3,884 | 360 | 0.0% | — | 953 | +3,884 | New | Q1 2026 | May 13, 2026 |
| Obermeyer Wealth Partners | History | No change | 3,890 | 360 | 0.02% | 0.02% | 952 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 3,879 | 359 | 0.16% | 0.18% | 954 | -356 | -8.41% | Q1 2026 | May 27, 2026 |
| KPP Advisory Services LLC | History | Reduced | 3,872 | 359 | 0.05% | 0.05% | 955 | -4 | -0.1% | Q1 2026 | Apr 24, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 3,854 | 357 | 0.01% | 0.01% | 956 | +110 | 2.94% | Q1 2026 | May 12, 2026 |
| VANGUARD ADVISERS INC | History | New | 3,840 | 356 | 0.0% | — | 958 | +3,840 | New | Q1 2026 | May 08, 2026 |
| 46 Peaks LLC | History | No change | 3,845 | 356 | 0.26% | 0.27% | 957 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Joseph Group Capital Management | History | Reduced | 3,834 | 355 | 0.09% | 0.11% | 959 | -681 | -15.08% | Q1 2026 | May 08, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 3,826 | 354 | 0.01% | 0.01% | 960 | -3,137 | -45.05% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 3,806 | 352 | 0.0% | 0.03% | 961 | -796,941 | -99.52% | Q1 2026 | May 12, 2026 |
| Secure Asset Management, LLC | History | No change | 3,796 | 352 | 0.06% | 0.06% | 962 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Clearview Wealth Management LLC | History | New | 3,778 | 350 | 0.25% | — | 964 | +3,778 | New | Q1 2026 | May 15, 2026 |
| SHAYNE & JACOBS, LLC | History | No change | 3,780 | 350 | 0.11% | 0.11% | 963 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Register Financial Advisors LLC | History | Reduced | 3,743 | 347 | 0.13% | 0.14% | 965 | -89 | -2.32% | Q1 2026 | Apr 15, 2026 |
| Alan B Lancz & Associates, Inc. | History | No change | 3,700 | 343 | 0.33% | 0.31% | 966 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cascades Capital Asset Management, LLC | History | No change | 3,687 | 341 | 0.14% | 0.15% | 967 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Harborfront Financial Group LLC | History | No change | 3,628 | 341 | 2.54% | 2.54% | 968 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fermata Advisors, LLC | History | Reduced | 3,658 | 339 | 0.08% | 0.08% | 969 | -5 | -0.14% | Q1 2026 | Apr 08, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | No change | 3,653 | 338 | 0.08% | 0.08% | 970 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 3,643 | 337 | 0.02% | 0.02% | 971 | -40 | -1.09% | Q1 2026 | May 05, 2026 |
| Wedmont Private Capital | History | Added to | 3,571 | 336 | 0.01% | 0.01% | 973 | +1,419 | 65.94% | Q1 2026 | Apr 09, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | No change | 3,632 | 336 | 0.07% | 0.07% | 972 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| LexAurum Advisors, LLC | History | New | 3,622 | 335 | 0.04% | — | 976 | +3,622 | New | Q1 2026 | Apr 13, 2026 |
| Chancellor Financial Group WB LP | History | Reduced | 3,623 | 335 | 0.24% | 0.24% | 975 | -120 | -3.21% | Q1 2026 | May 14, 2026 |
| Smithfield Trust Co | History | Reduced | 3,648 | 335 | 0.01% | 0.02% | 974 | -30 | -0.82% | Q1 2026 | May 08, 2026 |
| FineMark National Bank & Trust | History | No change | 3,556 | 334 | 0.01% | 0.01% | 977 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Titiun Yejiel | History | No change | 3,605 | 334 | 0.34% | 0.41% | 978 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WASHINGTON TRUST Co | History | No change | 3,584 | 332 | 0.01% | 0.01% | 979 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 3,551 | 329 | 0.0% | 0.0% | 980 | -152 | -4.1% | Q1 2026 | May 08, 2026 |
| Uniting Wealth Partners, LLC | History | Added to | 3,520 | 326 | 0.07% | 0.1% | 982 | +138 | 4.08% | Q1 2026 | Apr 22, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 3,550 | 326 | 0.04% | 0.05% | 981 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| GWN SECURITIES INC. | History | Reduced | 3,502 | 324 | 0.06% | 0.07% | 983 | -20 | -0.57% | Q1 2026 | May 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 3,524 | 323 | 0.02% | 0.02% | 984 | -40 | -1.12% | Q1 2026 | Apr 24, 2026 |
| Phillips Wealth Planners LLC | History | Reduced | 3,425 | 322 | 0.24% | 0.27% | 985 | -204 | -5.62% | Q1 2026 | May 14, 2026 |
| Foguth Wealth Management, LLC. | History | Added to | 3,341 | 322 | 0.04% | 0.05% | 986 | +47 | 1.43% | Q1 2026 | Jun 01, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 3,456 | 320 | 0.3% | 0.32% | 987 | -100 | -2.81% | Q1 2026 | May 08, 2026 |
| Sarver Vrooman Wealth Advisors | History | Reduced | 3,442 | 319 | 0.2% | 2.32% | 989 | -35,265 | -91.11% | Q1 2026 | Apr 15, 2026 |
| Banco Santander, S.A. | History | No change | 3,449 | 319 | 0.0% | 0.0% | 988 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Capital Analysts, LLC | History | Reduced | 3,434 | 318 | 0.01% | 0.07% | 990 | -21,954 | -86.47% | Q1 2026 | May 14, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 3,423 | 317 | 0.01% | 0.01% | 991 | +373 | 12.23% | Q1 2026 | Apr 30, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 3,421 | 317 | 0.04% | 0.03% | 992 | +6 | 0.18% | Q1 2026 | May 04, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 3,408 | 316 | 0.02% | 0.02% | 993 | -295 | -7.97% | Q1 2026 | May 12, 2026 |
| Estate Counselors, LLC | History | New | 3,400 | 315 | 0.03% | — | 996 | +3,400 | New | Q1 2026 | May 15, 2026 |
| GREENLEAF TRUST | History | Reduced | 3,406 | 315 | 0.0% | 0.0% | 994 | -1,595 | -31.89% | Q1 2026 | Apr 27, 2026 |
| Sageworth Trust Co of South Dakota | History | No change | 3,400 | 315 | 0.25% | 0.26% | 995 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 3,391 | 314 | 0.02% | 0.02% | 998 | -198 | -5.52% | Q1 2026 | May 06, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 3,389 | 314 | 0.02% | 0.02% | 997 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | No change | 3,373 | 313 | 0.22% | 0.22% | 999 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 3,350 | 310 | 0.09% | 0.1% | 1000 | -588 | -14.93% | Q1 2026 | Apr 16, 2026 |
| Fortitude Advisory Group L.L.C. | History | New | 3,342 | 309 | 0.14% | — | 1001 | +3,342 | New | Q1 2026 | Apr 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 3,248 | 306 | 0.0% | 0.0% | 1002 | -188 | -5.47% | Q1 2026 | May 06, 2026 |
| Bison Wealth, LLC | History | No change | 3,240 | 305 | 0.03% | 0.03% | 1003 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 3,282 | 304 | 0.03% | 0.03% | 1005 | -4 | -0.12% | Q1 2026 | May 15, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 3,284 | 304 | 0.07% | 0.07% | 1004 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ASL Financial, LLC | History | No change | 3,287 | 304 | 0.24% | 0.24% | 1006 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| FCA CORP /TX | History | Added to | 3,268 | 303 | 0.09% | 0.09% | 1007 | +5 | 0.15% | Q1 2026 | May 14, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 3,276 | 303 | 0.01% | 0.01% | 1008 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Revisor Wealth Management LLC | History | No change | 3,273 | 303 | 0.08% | 0.08% | 1009 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Alpha Zero LLC | History | New | 3,261 | 302 | 0.15% | — | 1010 | +3,261 | New | Q1 2026 | May 07, 2026 |
| WealthShield Partners, LLC | History | Reduced | 3,226 | 299 | 0.03% | 0.03% | 1011 | -12 | -0.37% | Q1 2026 | May 01, 2026 |
| Grandview Asset Management LLC | History | Reduced | 3,216 | 298 | 0.09% | 0.13% | 1013 | -1,727 | -34.94% | Q1 2026 | May 07, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 3,208 | 298 | 0.01% | 0.01% | 1012 | +968 | 43.21% | Q1 2026 | May 12, 2026 |
| Continuum Advisory, LLC | History | Added to | 3,196 | 296 | 0.03% | 0.03% | 1014 | +522 | 19.52% | Q1 2026 | Apr 22, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 3,198 | 296 | 0.14% | 0.19% | 1015 | -435 | -11.97% | Q1 2026 | Apr 27, 2026 |
| Fiduciary Alliance LLC | History | Added to | 3,146 | 295 | 0.02% | 0.02% | 1016 | +487 | 18.32% | Q1 2026 | Apr 20, 2026 |
| Guilbault Capital LLC | History | Added to | 3,177 | 294 | 0.32% | 0.31% | 1017 | +235 | 7.99% | Q1 2026 | May 14, 2026 |
| WESCAP Management Group, Inc. | History | No change | 3,163 | 293 | 0.06% | 0.06% | 1018 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 3,146 | 291 | 0.04% | 0.01% | 1019 | +2,113 | 204.55% | Q1 2026 | May 11, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 3,144 | 291 | 0.02% | 0.02% | 1020 | -63 | -1.96% | Q1 2026 | Apr 29, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | No change | 3,123 | 289 | 0.13% | 0.13% | 1021 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| August Group Capital Ltd | History | Added to | 3,110 | 288 | 0.33% | 0.3% | 1022 | +263 | 9.24% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 3,100 | 287 | 0.0% | 0.0% | 1024 | -54,665 | -94.63% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 3,101 | 287 | 0.01% | 0.01% | 1025 | -441 | -12.45% | Q1 2026 | May 15, 2026 |
| Balentine LLC | History | Added to | 3,099 | 287 | 0.01% | 0.01% | 1023 | +10 | 0.32% | Q1 2026 | Apr 24, 2026 |
| Vision Retirement, LLC | History | Reduced | 3,091 | 286 | 0.08% | 0.08% | 1027 | -130 | -4.04% | Q1 2026 | May 07, 2026 |
| Front Row Advisors LLC | History | No change | 3,093 | 286 | 0.1% | 0.1% | 1026 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| SYM FINANCIAL Corp | History | Added to | 3,081 | 285 | 0.03% | 0.03% | 1028 | +104 | 3.49% | Q1 2026 | May 08, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 3,075 | 285 | 0.02% | 0.02% | 1029 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fluent Financial, LLC | History | No change | 3,051 | 285 | 0.1% | 0.11% | 1030 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TSFG, LLC | History | No change | 3,078 | 285 | 0.04% | 0.04% | 1031 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Retireful, LLC | History | New | 3,070 | 284 | 0.4% | — | 1033 | +3,070 | New | Q1 2026 | Apr 15, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 3,073 | 284 | 0.0% | 0.0% | 1032 | +370 | 13.69% | Q1 2026 | Apr 10, 2026 |
| Archer Investment Corp | History | Added to | 3,041 | 282 | 0.06% | 0.06% | 1034 | +1 | 0.03% | Q1 2026 | May 04, 2026 |
| Betterment LLC | History | Reduced | 3,023 | 280 | 0.0% | 0.0% | 1036 | -110 | -3.51% | Q1 2026 | May 14, 2026 |
| Marble Wealth, LLC | History | Added to | 3,028 | 280 | 0.05% | 0.04% | 1037 | +9 | 0.3% | Q1 2026 | May 14, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 3,020 | 280 | 0.01% | 0.01% | 1035 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Polaris Investment Advisors, LLC | History | Reduced | 3,009 | 279 | 0.2% | 0.5% | 1038 | -4,366 | -59.2% | Q1 2026 | Apr 21, 2026 |
| Noble Wealth Management PBC | History | Reduced | 3,004 | 278 | 0.14% | 0.14% | 1041 | -50 | -1.64% | Q1 2026 | Apr 02, 2026 |
| BURNS J W & CO INC/NY | History | Reduced | 3,000 | 278 | 0.03% | 0.03% | 1039 | -9 | -0.3% | Q1 2026 | Apr 17, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 3,006 | 278 | 0.06% | 0.06% | 1040 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Aprio Wealth Management, LLC | History | New | 2,993 | 277 | 0.02% | — | 1042 | +2,993 | New | Q1 2026 | May 11, 2026 |
| NBT BANK N A /NY | History | Added to | 2,983 | 276 | 0.02% | 0.02% | 1043 | +1,089 | 57.5% | Q1 2026 | Apr 28, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 2,980 | 276 | 0.02% | 0.02% | 1045 | -264 | -8.14% | Q1 2026 | Apr 09, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 2,977 | 276 | 0.02% | 0.01% | 1044 | +225 | 8.18% | Q1 2026 | Apr 28, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 2,972 | 275 | 0.03% | 0.04% | 1046 | -728 | -19.68% | Q1 2026 | Apr 15, 2026 |
| LVZ, Inc. | History | No change | 2,948 | 273 | 0.03% | 0.03% | 1047 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Nautilus Advisors LLC | History | No change | 2,935 | 272 | 0.19% | 0.18% | 1048 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Rothschild Wealth LLC | History | Reduced | 2,929 | 271 | 0.02% | 0.03% | 1049 | -709 | -19.49% | Q1 2026 | May 06, 2026 |
| Vision Capital Management, Inc. | History | No change | 2,908 | 269 | 0.03% | 0.03% | 1050 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 2,911 | 269 | 0.08% | 0.08% | 1051 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 2,900 | 268 | 0.01% | 0.03% | 1052 | -4,716 | -61.92% | Q1 2026 | Apr 17, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | New | 2,891 | 268 | 0.01% | — | 1053 | +2,891 | New | Q1 2026 | May 14, 2026 |
| Successful Portfolios LLC | History | No change | 2,892 | 267 | 0.15% | 0.14% | 1054 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Beacon Capital Management, LLC | History | Added to | 2,873 | 266 | 0.05% | 0.04% | 1055 | +11 | 0.38% | Q1 2026 | May 11, 2026 |
| Strategic Financial Concepts, LLC | History | New | 2,867 | 265 | 0.07% | — | 1059 | +2,867 | New | Q1 2026 | May 12, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 2,864 | 265 | 0.07% | 0.07% | 1058 | +8 | 0.28% | Q1 2026 | Apr 08, 2026 |
| Evercore Wealth Management, LLC | History | No change | 2,864 | 265 | 0.0% | 0.0% | 1056 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 2,865 | 265 | 0.12% | 0.12% | 1057 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 2,850 | 264 | 0.09% | 0.1% | 1060 | -259 | -8.33% | Q1 2026 | Apr 21, 2026 |
| EFG International AG | History | New | 2,837 | 263 | 0.01% | — | 1062 | +2,837 | New | Q1 2026 | May 15, 2026 |
| Clarity Financial LLC | History | No change | 2,843 | 263 | 0.03% | 0.02% | 1061 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Guardian Asset Advisors, LLC | History | Reduced | 2,822 | 261 | 0.15% | 4.1% | 1064 | -80,846 | -96.63% | Q1 2026 | May 14, 2026 |
| Ketron Financial | History | New | 2,820 | 261 | 0.09% | — | 1065 | +2,820 | New | Q1 2026 | Apr 21, 2026 |
| Lantz Financial LLC | History | Reduced | 2,822 | 261 | 0.05% | 0.06% | 1063 | -187 | -6.21% | Q1 2026 | Apr 09, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 2,807 | 260 | 0.01% | 0.01% | 1066 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Proficio Capital Partners LLC | History | No change | 2,800 | 259 | 0.01% | 0.02% | 1067 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 2,778 | 257 | 0.02% | 0.02% | 1068 | -365 | -11.61% | Q1 2026 | Apr 13, 2026 |
| Concord Asset Management, LLC/VA | History | No change | 2,779 | 257 | 0.04% | 0.05% | 1069 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CVFG LLC | History | New | 2,767 | 256 | 0.03% | — | 1072 | +2,767 | New | Q1 2026 | Apr 29, 2026 |
| Boston Trust Walden Corp | History | No change | 2,767 | 256 | 0.0% | 0.0% | 1070 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Perissos Private Wealth Management, LLC | History | No change | 2,765 | 256 | 0.22% | 0.22% | 1071 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 2,754 | 255 | 0.0% | 0.0% | 1073 | -277 | -9.14% | Q1 2026 | Apr 17, 2026 |
| Carson Advisory Inc. | History | Added to | 2,744 | 254 | 0.13% | 0.12% | 1076 | +317 | 13.06% | Q1 2026 | May 07, 2026 |
| BDFS Capital LLC | History | Reduced | 2,747 | 254 | 0.12% | 0.13% | 1077 | -3 | -0.11% | Q1 2026 | Apr 15, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 2,749 | 254 | 0.0% | 0.0% | 1075 | +1 | 0.04% | Q1 2026 | May 13, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 2,700 | 254 | 0.05% | 0.05% | 1074 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 2,729 | 253 | 0.0% | 0.0% | 1078 | -589 | -17.75% | Q1 2026 | May 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 2,712 | 251 | 0.01% | 0.01% | 1080 | -1,899 | -41.18% | Q1 2026 | May 11, 2026 |
| Chris Bulman Inc | History | Reduced | 2,716 | 251 | 0.11% | 0.15% | 1082 | -942 | -25.75% | Q1 2026 | Apr 13, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 2,711 | 251 | 0.05% | 0.05% | 1079 | +6 | 0.22% | Q1 2026 | Apr 24, 2026 |
| Optimist Retirement Group LLC | History | No change | 2,712 | 251 | 0.11% | 0.12% | 1081 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TFR Capital, LLC. | History | Reduced | 2,696 | 250 | 0.08% | 0.09% | 1083 | -35 | -1.28% | Q1 2026 | May 04, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | New | 2,691 | 249 | 0.02% | — | 1085 | +2,691 | New | Q1 2026 | May 13, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 2,687 | 249 | 0.05% | 0.05% | 1084 | -10 | -0.37% | Q1 2026 | May 05, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 2,681 | 248 | 0.12% | 0.13% | 1086 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Connecticut Capital Management Group, LLC | History | No change | 2,680 | 248 | 0.23% | 0.24% | 1087 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Alpha Financial Partners LLC | History | Added to | 2,670 | 247 | 0.15% | 0.15% | 1088 | +15 | 0.56% | Q1 2026 | May 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 2,661 | 246 | 0.03% | 0.03% | 1089 | +74 | 2.86% | Q1 2026 | May 12, 2026 |
| Foster Victor Wealth Advisors, LLC | History | No change | 2,632 | 246 | 0.01% | 0.01% | 1090 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 2,651 | 245 | 0.09% | 0.1% | 1091 | -92 | -3.35% | Q1 2026 | Apr 24, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 2,639 | 244 | 0.04% | 0.03% | 1092 | +876 | 49.69% | Q1 2026 | May 11, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 2,641 | 244 | 0.0% | 0.01% | 1093 | -332 | -11.17% | Q1 2026 | Apr 15, 2026 |
| M3 Advisory Group, LLC | History | Added to | 2,641 | 244 | 0.15% | 0.15% | 1094 | +1 | 0.04% | Q1 2026 | Apr 22, 2026 |
| Storen Legacy Partners, LLC | History | No change | 2,633 | 244 | 0.08% | 0.08% | 1095 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Capital Advantage, Inc. | History | No change | 2,595 | 240 | 0.03% | 0.03% | 1096 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 2,585 | 239 | 0.02% | 0.01% | 1097 | +791 | 44.09% | Q1 2026 | May 12, 2026 |
| Unified Investment Management | History | Added to | 2,578 | 239 | 0.24% | 0.21% | 1099 | +350 | 15.71% | Q1 2026 | Apr 29, 2026 |
| InTrack Investment Management Inc | History | Reduced | 2,585 | 239 | 0.14% | 0.14% | 1098 | -96 | -3.58% | Q1 2026 | Apr 06, 2026 |
| Reyes Financial Architecture, Inc. | History | Added to | 2,569 | 238 | 0.19% | 0.15% | 1102 | +30 | 1.18% | Q1 2026 | May 11, 2026 |
| Bridgewater Advisors Inc. | History | No change | 2,530 | 238 | 0.01% | 0.02% | 1100 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| United Community Bank | History | No change | 2,575 | 238 | 0.08% | 0.09% | 1101 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 2,565 | 237 | 0.0% | — | 1104 | +2,565 | New | Q1 2026 | May 11, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | New | 2,564 | 237 | 0.13% | — | 1103 | +2,564 | New | Q1 2026 | May 15, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 2,554 | 236 | 0.11% | 0.22% | 1105 | -2,780 | -52.12% | Q1 2026 | May 14, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 2,552 | 236 | 0.0% | 0.0% | 1107 | +2 | 0.08% | Q1 2026 | May 14, 2026 |
| Avalon Trust Co | History | No change | 2,550 | 236 | 0.02% | 0.02% | 1106 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 2,542 | 235 | 0.01% | 0.01% | 1109 | -387 | -13.21% | Q1 2026 | Apr 27, 2026 |
| Modera Wealth Management, LLC | History | Added to | 2,534 | 235 | 0.0% | 0.0% | 1108 | +241 | 10.51% | Q1 2026 | May 06, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 2,537 | 235 | 0.02% | 0.03% | 1110 | +64 | 2.59% | Q1 2026 | May 04, 2026 |
| NCM Capital Management, LLC | History | No change | 2,539 | 235 | 0.08% | 0.09% | 1111 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 2,526 | 234 | 0.04% | 0.04% | 1112 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CWS Financial Advisors, LLC | History | No change | 2,518 | 233 | 0.06% | 0.06% | 1113 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 2,506 | 232 | 0.0% | 0.03% | 1114 | -161,567 | -98.47% | Q1 2026 | May 15, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 2,507 | 232 | 0.01% | 0.01% | 1115 | -3,261 | -56.54% | Q1 2026 | May 08, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Reduced | 2,505 | 232 | 0.1% | 0.1% | 1116 | -34 | -1.34% | Q1 2026 | Apr 23, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 2,493 | 231 | 0.02% | 0.02% | 1117 | +11 | 0.44% | Q1 2026 | May 07, 2026 |
| Community Bank, N.A. | History | No change | 2,500 | 231 | 0.03% | 0.03% | 1118 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 2,488 | 230 | 0.0% | 0.0% | 1119 | -891 | -26.37% | Q1 2026 | Apr 21, 2026 |
| Balboa Wealth Partners | History | No change | 2,482 | 230 | 0.04% | 0.04% | 1120 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 2,471 | 229 | 0.09% | 0.09% | 1121 | +10 | 0.41% | Q1 2026 | Apr 21, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 2,454 | 227 | 0.0% | 0.0% | 1122 | +100 | 4.25% | Q1 2026 | May 11, 2026 |
| McAdam, LLC | History | Added to | 2,458 | 227 | 0.01% | 0.01% | 1124 | +7 | 0.29% | Q1 2026 | May 08, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 2,450 | 227 | 0.15% | 0.15% | 1126 | +7 | 0.29% | Q1 2026 | May 07, 2026 |
| Chesley Taft & Associates LLC | History | No change | 2,450 | 227 | 0.01% | 0.01% | 1123 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 2,421 | 227 | 0.14% | 0.14% | 1125 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | Added to | 2,445 | 226 | 0.31% | 0.32% | 1131 | +46 | 1.92% | Q1 2026 | May 15, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 2,448 | 226 | 0.11% | 0.12% | 1130 | +5 | 0.2% | Q1 2026 | Apr 22, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | No change | 2,442 | 226 | 0.01% | 0.01% | 1127 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| S&T BANK/PA | History | No change | 2,442 | 226 | 0.08% | 0.07% | 1128 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 2,447 | 226 | 0.02% | 0.02% | 1129 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 2,433 | 225 | 0.03% | 0.03% | 1132 | +19 | 0.79% | Q1 2026 | May 11, 2026 |
| Altus Wealth Group LLC | History | Reduced | 2,419 | 224 | 0.09% | 0.22% | 1133 | -3,332 | -57.94% | Q1 2026 | Apr 27, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | No change | 2,407 | 223 | 0.01% | 0.01% | 1134 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 2,403 | 222 | 0.01% | 0.03% | 1135 | -3,205 | -57.15% | Q1 2026 | Apr 20, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 2,384 | 221 | 0.05% | 0.06% | 1136 | -421 | -15.01% | Q1 2026 | Apr 20, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 2,387 | 221 | 0.04% | 0.03% | 1137 | -57 | -2.33% | Q1 2026 | May 11, 2026 |
| Sonoma Allocations LLC | History | Added to | 2,376 | 221 | 0.08% | 0.07% | 1138 | +10 | 0.42% | Q1 2026 | May 19, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 2,376 | 220 | 0.01% | 0.01% | 1139 | -9 | -0.38% | Q1 2026 | May 07, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 2,367 | 219 | 0.16% | 0.18% | 1141 | -396 | -14.33% | Q1 2026 | Apr 15, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 2,372 | 219 | 0.0% | 0.0% | 1140 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Breakwater Capital Group | History | Added to | 2,357 | 218 | 0.03% | 0.03% | 1145 | +5 | 0.21% | Q1 2026 | Apr 20, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 2,359 | 218 | 0.0% | 0.0% | 1142 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cypress Capital Group | History | No change | 2,355 | 218 | 0.02% | 0.02% | 1143 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 2,351 | 218 | 0.08% | 0.08% | 1144 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 2,350 | 217 | 0.14% | 0.13% | 1147 | +225 | 10.59% | Q1 2026 | Apr 07, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Reduced | 2,346 | 217 | 0.14% | 0.15% | 1146 | -44 | -1.84% | Q1 2026 | May 04, 2026 |
| LEGACY SOLUTIONS, LLC | History | Added to | 2,350 | 217 | 0.2% | 0.19% | 1148 | +1 | 0.04% | Q1 2026 | Apr 07, 2026 |
| Frederick Financial Consultants, LLC | History | No change | 2,350 | 217 | 0.11% | 0.12% | 1149 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 2,347 | 217 | 0.15% | 0.16% | 1150 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 2,316 | 216 | 0.03% | 0.03% | 1151 | -116 | -4.77% | Q1 2026 | Apr 28, 2026 |
| Argent Trust Co | History | Reduced | 2,328 | 215 | 0.01% | 0.01% | 1152 | -250 | -9.7% | Q1 2026 | May 13, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 2,320 | 215 | 0.05% | 0.05% | 1153 | -91 | -3.77% | Q1 2026 | May 08, 2026 |
| McCartney Wealth Management LLC | History | New | 2,297 | 213 | 0.18% | — | 1157 | +2,297 | New | Q1 2026 | May 11, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 2,298 | 213 | 0.0% | 0.01% | 1155 | -294 | -11.34% | Q1 2026 | May 13, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 2,301 | 213 | 0.1% | 0.1% | 1154 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 2,301 | 213 | 0.03% | 0.03% | 1156 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MRA Advisory Group | History | New | 2,289 | 212 | 0.09% | — | 1158 | +2,289 | New | Q1 2026 | Apr 22, 2026 |
| Accretive Wealth Partners, LLC | History | New | 2,280 | 211 | 0.06% | — | 1159 | +2,280 | New | Q1 2026 | Apr 22, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 2,258 | 209 | 0.07% | 0.08% | 1160 | -8 | -0.35% | Q1 2026 | May 12, 2026 |
| WPG Advisers, LLC | History | Reduced | 2,226 | 206 | 0.15% | 0.16% | 1161 | -87 | -3.76% | Q1 2026 | Apr 29, 2026 |
| Cadence Bank | History | No change | 2,184 | 205 | 0.01% | 0.01% | 1162 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SCS Capital Management LLC | History | No change | 2,203 | 204 | 0.0% | 0.0% | 1163 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Triad Wealth Partners, LLC | History | New | 2,200 | 203 | 0.02% | — | 1169 | +2,200 | New | Q1 2026 | Apr 16, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | New | 2,198 | 203 | 0.01% | — | 1168 | +2,198 | New | Q1 2026 | May 04, 2026 |
| Cassilly Financial Group LLC | History | New | 2,194 | 203 | 0.18% | — | 1170 | +2,194 | New | Q1 2026 | Apr 10, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 2,193 | 203 | 0.02% | 0.02% | 1165 | -6 | -0.27% | Q1 2026 | Apr 24, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 2,193 | 203 | 0.03% | 0.03% | 1166 | +1 | 0.05% | Q1 2026 | May 15, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 2,194 | 203 | 0.1% | 0.09% | 1164 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SIMA Wealth Partners, LLC | History | No change | 2,197 | 203 | 0.15% | 0.16% | 1167 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Plus Group Wealth Advisors LLC | History | No change | 2,189 | 202 | 0.22% | 0.23% | 1171 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 2,170 | 201 | 0.01% | — | 1177 | +2,170 | New | Q1 2026 | Apr 22, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 2,178 | 201 | 0.07% | 0.1% | 1173 | -734 | -25.21% | Q1 2026 | Apr 27, 2026 |
| Davis Wealth Advisors, LLC | History | Reduced | 2,173 | 201 | 0.17% | 0.17% | 1176 | -44 | -1.98% | Q1 2026 | May 14, 2026 |
| Curry Webb Wealth Management LLC | History | Added to | 2,171 | 201 | 0.09% | 0.1% | 1175 | +4 | 0.18% | Q1 2026 | Jun 10, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 2,165 | 201 | 0.12% | 0.1% | 1172 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Pacific Point Advisors, LLC | History | No change | 2,169 | 201 | 0.11% | 0.11% | 1174 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Busey Bank | History | New | 2,165 | 200 | 0.01% | — | 1180 | +2,165 | New | Q1 2026 | Apr 28, 2026 |
| Scott & Selber, Inc. | History | Added to | 2,161 | 200 | 0.05% | 0.05% | 1178 | +1 | 0.05% | Q1 2026 | Apr 16, 2026 |
| Crew Capital Management, Ltd | History | No change | 2,166 | 200 | 0.13% | 0.13% | 1179 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Realta Investment Advisors | History | Reduced | 2,138 | 198 | 0.07% | 0.11% | 1182 | -1,420 | -39.91% | Q1 2026 | Apr 22, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 2,134 | 198 | 0.03% | 0.04% | 1181 | -304 | -12.47% | Q1 2026 | May 04, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 2,086 | 194 | 0.02% | 0.02% | 1183 | -109 | -4.97% | Q1 2026 | May 11, 2026 |
| Providence Capital Advisors, LLC | History | No change | 2,072 | 192 | 0.03% | 0.03% | 1184 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 2,014 | 186 | 0.07% | 0.08% | 1185 | -37 | -1.8% | Q1 2026 | May 01, 2026 |
| Anchor Investment Management, LLC | History | Added to | 1,995 | 184 | 0.02% | 0.02% | 1186 | +4 | 0.2% | Q1 2026 | May 01, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 1,981 | 183 | 0.14% | 0.15% | 1187 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,929 | 182 | 0.02% | 0.03% | 1188 | +29 | 1.53% | Q1 2026 | May 06, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 1,942 | 180 | 0.09% | 0.12% | 1189 | -501 | -20.51% | Q1 2026 | May 14, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 1,912 | 177 | 0.12% | 0.12% | 1190 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 1,900 | 176 | 0.02% | 0.01% | 1191 | +849 | 80.78% | Q1 2026 | Apr 15, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1,848 | 174 | 0.06% | 0.06% | 1192 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,844 | 171 | 0.01% | 0.01% | 1193 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,782 | 165 | 0.1% | 0.1% | 1194 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 1,737 | 161 | 0.1% | 0.21% | 1195 | -1,737 | -50.0% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 1,711 | 158 | 0.04% | 0.04% | 1196 | +81 | 4.97% | Q1 2026 | Apr 29, 2026 |
| RED REEF ADVISORS LLC | History | Added to | 1,700 | 157 | 0.16% | 0.14% | 1197 | +263 | 18.3% | Q1 2026 | May 12, 2026 |
| KM Capital Management Ltd. | History | New | 1,636 | 154 | 0.1% | — | 1198 | +1,636 | New | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 1,629 | 151 | 0.05% | 0.05% | 1199 | +1 | 0.06% | Q1 2026 | Apr 24, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 1,595 | 147 | 0.04% | 0.04% | 1200 | +192 | 13.68% | Q1 2026 | May 11, 2026 |
| Key FInancial Inc | History | Reduced | 1,539 | 142 | 0.03% | 0.03% | 1201 | -270 | -14.93% | Q1 2026 | Apr 24, 2026 |
| Financial Perspectives, Inc | History | Added to | 1,529 | 141 | 0.04% | 0.04% | 1204 | +114 | 8.06% | Q1 2026 | May 11, 2026 |
| Team Financial Group, LLC | History | Added to | 1,528 | 141 | 0.06% | 0.06% | 1203 | +6 | 0.39% | Q1 2026 | May 01, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,529 | 141 | 0.0% | 0.0% | 1202 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 1,520 | 140 | 0.02% | 0.03% | 1205 | -71 | -4.46% | Q1 2026 | May 04, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 1,488 | 137 | 0.01% | 0.01% | 1206 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,439 | 133 | 0.01% | 0.01% | 1207 | +74 | 5.42% | Q1 2026 | Apr 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 1,430 | 132 | 0.07% | 0.07% | 1208 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CFG Wealth Management Services, Inc. | History | No change | 1,429 | 132 | 0.12% | 0.12% | 1209 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 1,421 | 131 | 0.06% | 0.08% | 1210 | -255 | -15.21% | Q1 2026 | May 01, 2026 |
| IFG Advisory, LLC | History | Reduced | 1,401 | 129 | 0.37% | 0.15% | 1213 | -35,668 | -96.22% | Q1 2026 | May 12, 2026 |
| Longview Financial Advisors, Inc. | History | New | 1,401 | 129 | 0.08% | — | 1214 | +1,401 | New | Q1 2026 | Apr 20, 2026 |
| Bangor Savings Bank | History | No change | 1,397 | 129 | 0.01% | 0.01% | 1211 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,399 | 129 | 0.01% | 0.01% | 1212 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MTM Investment Management, LLC | History | Reduced | 1,373 | 127 | 0.04% | 0.07% | 1216 | -938 | -40.59% | Q1 2026 | May 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,366 | 127 | 0.0% | 0.0% | 1215 | +368 | 36.87% | Q1 2026 | May 01, 2026 |
| Stephens Consulting, LLC | History | No change | 1,348 | 126 | 0.04% | 0.04% | 1217 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 1,334 | 123 | 0.01% | — | 1218 | +1,334 | New | Q1 2026 | Apr 27, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 1,300 | 120 | 0.01% | 0.01% | 1219 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 1,291 | 119 | 0.0% | 0.0% | 1220 | +279 | 27.57% | Q1 2026 | Apr 13, 2026 |
| Coston, McIsaac & Partners | History | No change | 1,293 | 119 | 0.03% | 0.03% | 1221 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,265 | 117 | 0.01% | 0.01% | 1222 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 1,200 | 111 | 0.03% | — | 1223 | +1,200 | New | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | Reduced | 1,154 | 107 | 0.0% | 0.01% | 1224 | -43 | -3.59% | Q1 2026 | Apr 24, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 1,126 | 104 | 0.01% | — | 1226 | +1,126 | New | Q1 2026 | May 06, 2026 |
| American Capital Advisory, LLC | History | No change | 1,127 | 104 | 0.04% | 0.05% | 1225 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Caldwell Trust Co | History | Reduced | 1,095 | 101 | 0.01% | 0.01% | 1227 | -500 | -31.35% | Q1 2026 | Apr 22, 2026 |
| Walsh & Associates, LLC | History | Reduced | 1,085 | 100 | 0.1% | 0.15% | 1230 | -500 | -31.55% | Q1 2026 | May 15, 2026 |
| First Pacific Financial | History | Added to | 1,082 | 100 | 0.01% | 0.01% | 1229 | +4 | 0.37% | Q1 2026 | Apr 23, 2026 |
| JNBA Financial Advisors | History | No change | 1,082 | 100 | 0.01% | 0.01% | 1228 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Dunhill Financial, LLC | History | Added to | 1,062 | 98 | 0.02% | 0.02% | 1231 | +30 | 2.91% | Q1 2026 | May 06, 2026 |
| Ascentis Wealth Management, LLC | History | Reduced | 1,051 | 97 | 0.02% | 0.03% | 1232 | -182 | -14.76% | Q1 2026 | Apr 28, 2026 |
| DT Investment Partners, LLC | History | New | 1,000 | 92 | 0.01% | — | 1234 | +1,000 | New | Q1 2026 | May 14, 2026 |
| MCF Advisors LLC | History | Reduced | 992 | 92 | 0.0% | 0.01% | 1233 | -1 | -0.1% | Q1 2026 | May 11, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 945 | 87 | 0.04% | 0.05% | 1235 | -523 | -35.63% | Q1 2026 | Apr 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 933 | 86 | 0.03% | 0.03% | 1236 | -76 | -7.53% | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 895 | 83 | 0.0% | 0.0% | 1237 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Family Capital Trust Co | History | Added to | 888 | 82 | 0.03% | 0.03% | 1238 | +68 | 8.29% | Q1 2026 | Apr 29, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 885 | 82 | 0.01% | 0.01% | 1239 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Corsicana & Co. | History | No change | 835 | 78 | 0.05% | 0.04% | 1240 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 839 | 77 | 0.02% | 0.02% | 1241 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 834 | 77 | 0.01% | 0.01% | 1242 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Main Street Group, LTD | History | New | 826 | 76 | 0.02% | — | 1244 | +826 | New | Q1 2026 | May 06, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 821 | 76 | 0.01% | 0.01% | 1243 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Birchwood Financial Partners, Inc. | History | Reduced | 799 | 74 | 0.07% | 0.08% | 1246 | -84 | -9.51% | Q1 2026 | May 05, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 805 | 74 | 0.02% | 0.02% | 1245 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 767 | 71 | 0.01% | 0.01% | 1247 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 749 | 69 | 0.02% | 0.07% | 1249 | -1,659 | -68.9% | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 749 | 69 | 0.02% | 0.07% | 1248 | -1,188 | -61.33% | Q1 2026 | May 13, 2026 |
| Westfuller Advisors, LLC | History | Added to | 744 | 68 | 0.03% | 0.03% | 1251 | +4 | 0.54% | Q1 2026 | Apr 28, 2026 |
| UNION SAVINGS BANK | History | No change | 740 | 68 | 0.03% | 0.03% | 1250 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Avion Wealth | History | No change | 726 | 67 | 0.01% | 0.01% | 1252 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Orion Capital Management LLC | History | No change | 700 | 64 | 0.02% | 0.02% | 1253 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tidemark, LLC | History | No change | 680 | 63 | 0.02% | 0.02% | 1254 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Arlington Trust Co LLC | History | Reduced | 678 | 62 | 0.01% | 0.01% | 1255 | -50 | -6.87% | Q1 2026 | Apr 08, 2026 |
| Aventura Private Wealth, LLC | History | No change | 664 | 61 | 0.02% | 0.02% | 1256 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TopTier Wealth Management, LLC | History | New | 642 | 59 | 0.04% | — | 1257 | +642 | New | Q1 2026 | May 05, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 633 | 58 | 0.04% | 0.04% | 1258 | +2 | 0.32% | Q1 2026 | Apr 07, 2026 |
| Minot DeBlois Advisors LLC | History | Added to | 608 | 56 | 0.05% | 0.05% | 1259 | +43 | 7.61% | Q1 2026 | May 08, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 600 | 55 | 0.01% | 0.17% | 1260 | -10,800 | -94.74% | Q1 2026 | Apr 22, 2026 |
| ESL Trust Services, LLC | History | No change | 595 | 55 | 0.01% | 0.01% | 1261 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Hyposwiss Advisors SA | History | No change | 600 | 55 | 0.05% | 0.05% | 1262 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Added to | 585 | 54 | 0.04% | 0.02% | 1264 | +200 | 51.95% | Q1 2026 | May 12, 2026 |
| BankPlus Trust Department | History | Reduced | 592 | 54 | 0.01% | 0.02% | 1263 | -38 | -6.03% | Q1 2026 | May 11, 2026 |
| Strategic Wealth Advisors LLC | History | Reduced | 575 | 53 | 0.04% | 0.05% | 1265 | -95 | -14.18% | Q1 2026 | May 01, 2026 |
| EPG Wealth Management LLC | History | New | 539 | 50 | 0.01% | — | 1268 | +539 | New | Q1 2026 | May 07, 2026 |
| YANKCOM Partnership | History | No change | 541 | 50 | 0.02% | 0.02% | 1266 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CURIO WEALTH, LLC | History | No change | 545 | 50 | 0.02% | 0.02% | 1267 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 539 | 49 | 0.04% | — | 1270 | +539 | New | Q1 2026 | Apr 16, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 529 | 49 | 0.02% | 0.02% | 1269 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 514 | 47 | 0.0% | 0.0% | 1271 | +2 | 0.39% | Q1 2026 | Apr 28, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 500 | 46 | 0.07% | — | 1275 | +500 | New | Q1 2026 | May 04, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 498 | 46 | 0.01% | 0.01% | 1274 | +195 | 64.36% | Q1 2026 | May 05, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 501 | 46 | 0.01% | 0.01% | 1272 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Triumph Capital Management | History | No change | 500 | 46 | 0.01% | 0.01% | 1273 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 480 | 44 | 0.0% | 0.0% | 1276 | -268 | -35.83% | Q1 2026 | Apr 13, 2026 |
| CNB Bank | History | No change | 471 | 43 | 0.02% | 0.02% | 1277 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 451 | 41 | 0.03% | — | 1279 | +451 | New | Q1 2026 | Apr 21, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 450 | 41 | 0.0% | 0.0% | 1278 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| JDM Financial Group LLC | History | Added to | 435 | 40 | 0.02% | 0.01% | 1280 | +52 | 13.58% | Q1 2026 | May 20, 2026 |
| Luken Investment Analytics, LLC | History | No change | 425 | 39 | 0.01% | 0.02% | 1281 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Crews Bank & Trust | History | No change | 420 | 38 | 0.01% | 0.01% | 1282 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 400 | 37 | 0.0% | 0.0% | 1283 | -1 | -0.25% | Q1 2026 | Apr 20, 2026 |
| Napier Financial, LLC | History | New | 390 | 36 | 0.01% | — | 1284 | +390 | New | Q1 2026 | May 05, 2026 |
| Global Wealth Strategies & Associates | History | No change | 388 | 35 | 0.01% | 0.01% | 1285 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 380 | 34 | 0.0% | — | 1288 | +380 | New | Q1 2026 | May 12, 2026 |
| Missouri Trust & Investment Co | History | No change | 373 | 34 | 0.01% | 0.01% | 1286 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 373 | 34 | 0.0% | 0.0% | 1287 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 361 | 33 | 0.0% | 0.0% | 1289 | -141 | -28.09% | Q1 2026 | May 14, 2026 |
| CrossGen Wealth, LLC | History | Reduced | 350 | 32 | 0.03% | 0.06% | 1292 | -396 | -53.08% | Q1 2026 | Apr 22, 2026 |
| BFSG, LLC | History | Reduced | 353 | 32 | 0.0% | 0.0% | 1290 | -70 | -16.55% | Q1 2026 | Apr 28, 2026 |
| ENTRUST FINANCIAL LLC | History | Reduced | 346 | 32 | 0.02% | 0.03% | 1291 | -28 | -7.49% | Q1 2026 | May 12, 2026 |
| Horrell Capital Management, Inc. | History | No change | 340 | 31 | 0.01% | 0.01% | 1293 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 334 | 31 | 0.02% | 0.01% | 1294 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Valued Wealth Advisors LLC | History | No change | 340 | 31 | 0.01% | 0.01% | 1295 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 334 | 30 | 0.0% | 0.0% | 1296 | -172 | -33.99% | Q1 2026 | May 05, 2026 |
| Newton One Investments LLC | History | Reduced | 329 | 30 | 0.01% | 0.01% | 1297 | -39 | -10.6% | Q1 2026 | Apr 24, 2026 |
| Operose Advisors LLC | History | No change | 331 | 30 | 0.01% | 0.01% | 1298 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Abound Wealth Management | History | No change | 333 | 30 | 0.01% | 0.01% | 1299 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Ankerstar Wealth, LLC | History | No change | 325 | 30 | 0.03% | 0.03% | 1300 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 318 | 29 | 0.0% | 0.0% | 1301 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 307 | 28 | 0.01% | 0.01% | 1302 | +1 | 0.33% | Q1 2026 | Apr 30, 2026 |
| McIlrath & Eck, LLC | History | No change | 274 | 25 | 0.0% | 0.0% | 1303 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Boreal Capital Management LLC | History | Reduced | 265 | 24 | 0.02% | 0.37% | 1304 | -4,912 | -94.88% | Q1 2026 | May 14, 2026 |
| Frankly Finances, LLC | History | No change | 262 | 24 | 0.02% | 0.02% | 1305 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Centennial Bank/AR/ | History | No change | 258 | 23 | 0.01% | 0.01% | 1306 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Nova Wealth Management, Inc. | History | New | 245 | 22 | 0.01% | — | 1308 | +245 | New | Q1 2026 | Apr 14, 2026 |
| LRI Investments, LLC | History | Reduced | 246 | 22 | 0.0% | 0.0% | 1307 | -11 | -4.28% | Q1 2026 | Apr 30, 2026 |
| Bogart Wealth, LLC | History | No change | 235 | 21 | 0.0% | 0.0% | 1309 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 217 | 20 | 0.01% | 0.02% | 1316 | -255 | -54.03% | Q1 2026 | May 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 220 | 20 | 0.0% | 0.0% | 1310 | +153 | 228.36% | Q1 2026 | Apr 21, 2026 |
| Security National Bank | History | Added to | 221 | 20 | 0.0% | 0.0% | 1312 | +121 | 121.0% | Q1 2026 | Apr 16, 2026 |
| Nemes Rush Group LLC | History | Reduced | 221 | 20 | 0.0% | 0.0% | 1315 | -4 | -1.78% | Q1 2026 | Apr 21, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 225 | 20 | 0.0% | 0.0% | 1311 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Kozak & Associates, Inc. | History | No change | 223 | 20 | 0.0% | 0.0% | 1313 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SITTNER & NELSON, LLC | History | No change | 216 | 20 | 0.01% | 0.01% | 1314 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 215 | 19 | 0.01% | — | 1319 | +215 | New | Q1 2026 | Apr 28, 2026 |
| HOWE & RUSLING INC | History | Reduced | 213 | 19 | 0.0% | 0.0% | 1317 | -176 | -45.24% | Q1 2026 | Apr 28, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 215 | 19 | 0.01% | 0.01% | 1318 | -12 | -5.29% | Q1 2026 | May 07, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 196 | 18 | 0.02% | 0.02% | 1320 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Investors Research Corp | History | Reduced | 186 | 17 | 0.0% | 0.0% | 1321 | -85 | -31.37% | Q1 2026 | Apr 03, 2026 |
| Caitlin John, LLC | History | No change | 189 | 17 | 0.01% | 0.01% | 1322 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 184 | 17 | 0.01% | 0.01% | 1323 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FIRST HORIZON CORP | History | Reduced | 175 | 16 | 0.0% | 0.0% | 1324 | -130 | -42.62% | Q1 2026 | Apr 30, 2026 |
| Heritage Wealth Advisors | History | No change | 180 | 16 | 0.0% | 0.0% | 1325 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 176 | 16 | 0.01% | 0.01% | 1326 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| True Link Financial Advisors, LLC | History | New | 172 | 15 | 0.0% | — | 1332 | +172 | New | Q1 2026 | Apr 29, 2026 |
| JPL Wealth Management, LLC | History | New | 164 | 15 | 0.0% | — | 1333 | +164 | New | Q1 2026 | May 08, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 162 | 15 | 0.01% | 0.02% | 1329 | +40 | 32.79% | Q1 2026 | May 11, 2026 |
| Crewe Advisors LLC | History | No change | 171 | 15 | 0.0% | 0.0% | 1327 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 172 | 15 | 0.0% | 0.0% | 1328 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Copia Wealth Management | History | No change | 163 | 15 | 0.01% | 0.01% | 1330 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 170 | 15 | 0.01% | 0.01% | 1331 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 160 | 14 | 0.0% | 0.01% | 1335 | -54 | -25.23% | Q1 2026 | Apr 28, 2026 |
| NFSG Corp | History | No change | 156 | 14 | 0.0% | 0.0% | 1334 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 142 | 13 | 0.0% | — | 1338 | +142 | New | Q1 2026 | May 08, 2026 |
| IMA Advisory Services, Inc. | History | No change | 149 | 13 | 0.0% | 0.0% | 1336 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 142 | 13 | 0.01% | 0.01% | 1337 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| New Millennium Group LLC | History | No change | 137 | 12 | 0.01% | 0.01% | 1339 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 124 | 11 | 0.0% | 0.0% | 1340 | -2 | -1.59% | Q1 2026 | May 08, 2026 |
| Decker Retirement Planning Inc. | History | New | 117 | 10 | 0.0% | — | 1342 | +117 | New | Q1 2026 | Apr 20, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 117 | 10 | 0.01% | 0.02% | 1341 | -64 | -35.36% | Q1 2026 | May 06, 2026 |
| Key Capital Management, INC | History | Reduced | 106 | 9 | 0.01% | 0.02% | 1345 | -139 | -56.73% | Q1 2026 | May 07, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Reduced | 106 | 9 | 0.0% | 0.01% | 1343 | -82 | -43.62% | Q1 2026 | Apr 06, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 106 | 9 | 0.0% | 0.0% | 1344 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 91 | 8 | 0.0% | 0.01% | 1346 | -347 | -79.22% | Q1 2026 | Apr 15, 2026 |
| Collier Financial | History | No change | 89 | 8 | 0.01% | 0.01% | 1347 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MidFirst Bank | History | No change | 87 | 8 | 0.0% | 0.0% | 1348 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CITY HOLDING CO | History | No change | 81 | 7 | 0.0% | 0.0% | 1349 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 85 | 7 | 0.0% | 0.0% | 1350 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Indiana Trust & Investment Management Co | History | New | 70 | 6 | 0.0% | — | 1353 | +70 | New | Q1 2026 | Apr 28, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 67 | 6 | 0.0% | — | 1354 | +67 | New | Q1 2026 | Apr 17, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 66 | 6 | 0.01% | — | 1355 | +66 | New | Q1 2026 | May 05, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 67 | 6 | 0.0% | 0.0% | 1351 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CGC Financial Services, LLC | History | No change | 68 | 6 | 0.0% | 0.0% | 1352 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 62 | 5 | 0.0% | — | 1358 | +62 | New | Q1 2026 | Apr 14, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 62 | 5 | 0.0% | — | 1359 | +62 | New | Q1 2026 | May 14, 2026 |
| Aviso Financial Inc. | History | New | 55 | 5 | 0.0% | — | 1357 | +55 | New | Q1 2026 | May 13, 2026 |
| Strive Financial Group ,LLC | History | No change | 57 | 5 | 0.0% | 0.0% | 1356 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Financial Life Planners | History | New | 44 | 4 | 0.0% | — | 1363 | +44 | New | Q1 2026 | Apr 24, 2026 |
| VIRTUS ADVISERS, LLC | History | Added to | 52 | 4 | 0.0% | 0.0% | 1360 | +7 | 15.56% | Q1 2026 | May 14, 2026 |
| Darwin Wealth Management, LLC | History | No change | 45 | 4 | 0.0% | 0.0% | 1361 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 51 | 4 | 0.0% | 0.0% | 1362 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Truvestments Capital LLC | History | New | 42 | 3 | 0.0% | — | 1371 | +42 | New | Q1 2026 | May 13, 2026 |
| PlanVest Financial, Inc | History | New | 41 | 3 | 0.0% | — | 1373 | +41 | New | Q1 2026 | May 14, 2026 |
| Costello Asset Management, INC | History | New | 34 | 3 | 0.0% | — | 1372 | +34 | New | Q1 2026 | Apr 30, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 40 | 3 | 0.0% | 0.0% | 1366 | +29 | 263.64% | Q1 2026 | May 15, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 43 | 3 | 0.0% | 0.0% | 1367 | -4 | -8.51% | Q1 2026 | Apr 14, 2026 |
| NorthAvenue LLC | History | Added to | 42 | 3 | 0.0% | 0.0% | 1370 | +1 | 2.44% | Q1 2026 | Apr 15, 2026 |
| COUNTRY TRUST BANK | History | No change | 36 | 3 | 0.0% | 0.0% | 1364 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MOTCO | History | No change | 38 | 3 | 0.0% | 0.0% | 1365 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 35 | 3 | 0.0% | 0.0% | 1368 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 40 | 3 | 0.0% | 0.0% | 1369 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Quent Capital, LLC | History | Reduced | 26 | 2 | 0.0% | 0.0% | 1377 | -91 | -77.78% | Q1 2026 | Apr 28, 2026 |
| EASTERN BANK | History | Reduced | 25 | 2 | 0.0% | 0.0% | 1374 | -41 | -62.12% | Q1 2026 | Apr 07, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 22 | 2 | 0.0% | 0.0% | 1375 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 30 | 2 | 0.0% | 0.0% | 1376 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Planning Project LLC | History | No change | 29 | 2 | 0.0% | 0.0% | 1378 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Burk Holdings LLC | History | New | 20 | 1 | 0.0% | — | 1385 | +20 | New | Q1 2026 | May 07, 2026 |
| Quantbot Technologies LP | History | New | 17 | 1 | 0.0% | — | 1384 | +17 | New | Q1 2026 | May 13, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 17 | 1 | 0.0% | 0.0% | 1379 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 1380 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Networth Advisors, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 1381 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 21 | 1 | 0.0% | 0.0% | 1382 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Robinswood Financial LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 1383 | 0 | 0.0% | Q1 2026 | Jul 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.05% | — | -290,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.89% | — | -118,443 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -93,831 | -100.0% | Q1 2026 | May 01, 2026 |
| FSA Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -51,958 | -100.0% | Q1 2026 | May 06, 2026 |
| Alternative Investment Advisors, LLC. | History | Closed out | 0 | 0 | — | 1.85% | — | -45,677 | -100.0% | Q1 2026 | May 15, 2026 |
| PECAUT & CO. | History | Closed out | 0 | 0 | — | 1.28% | — | -42,198 | -100.0% | Q1 2026 | May 11, 2026 |
| Castellan Group | History | Closed out | 0 | 0 | — | 0.49% | — | -41,342 | -100.0% | Q1 2026 | Apr 23, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -31,966 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Macco Financial Group, Inc. | History | Closed out | 0 | 0 | — | 2.0% | — | -24,686 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Concentric Capital Strategies, LP | History | Closed out | 0 | 0 | — | 0.1% | — | -21,525 | -100.0% | Q1 2026 | May 15, 2026 |
| Ascent Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -19,646 | -100.0% | Q1 2026 | May 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -15,994 | -100.0% | Q1 2026 | Apr 27, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -15,181 | -100.0% | Q1 2026 | May 15, 2026 |
| TritonPoint Partners, LLC | History | Closed out | 0 | 0 | — | 0.74% | — | -14,747 | -100.0% | Q1 2026 | Apr 28, 2026 |
| TTP Investments, Inc. | History | Closed out | 0 | 0 | — | 0.35% | — | -11,344 | -100.0% | Q1 2026 | Apr 16, 2026 |
| AAF Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -10,564 | -100.0% | Q1 2026 | May 08, 2026 |
| Great Diamond Partners, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -10,363 | -100.0% | Q1 2026 | May 12, 2026 |
| Moran Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,683 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Tradewinds, LLC. | History | Closed out | 0 | 0 | — | 0.19% | — | -8,375 | -100.0% | Q1 2026 | May 04, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -7,450 | -100.0% | Q1 2026 | May 12, 2026 |
| waypoint wealth counsel | History | Closed out | 0 | 0 | — | 0.24% | — | -7,049 | -100.0% | Q1 2026 | Apr 23, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -6,751 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.46% | — | -6,321 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Closed out | 0 | 0 | — | 0.0% | — | -5,703 | -100.0% | Q1 2026 | May 05, 2026 |
| Centennial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.67% | — | -5,479 | -100.0% | Q1 2026 | Apr 21, 2026 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,441 | -100.0% | Q1 2026 | May 07, 2026 |
| New World Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,921 | -100.0% | Q1 2026 | Apr 27, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,918 | -100.0% | Q1 2026 | May 07, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -4,841 | -100.0% | Q1 2026 | May 04, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,496 | -100.0% | Q1 2026 | Apr 15, 2026 |
| WealthPLAN Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,160 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Golden Reserve Retirement LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,143 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Stillwater Wealth Management Group | History | Closed out | 0 | 0 | — | 0.25% | — | -3,935 | -100.0% | Q1 2026 | May 11, 2026 |
| Value Investment Professionals, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -3,776 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Pettinga Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,621 | -100.0% | Q1 2026 | Apr 13, 2026 |
| GREENWOOD GEARHART LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,589 | -100.0% | Q1 2026 | May 06, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,535 | -100.0% | Q1 2026 | May 07, 2026 |
| Talisman Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -3,511 | -100.0% | Q1 2026 | May 15, 2026 |
| Independent Wealth Network Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -3,444 | -100.0% | Q1 2026 | Apr 20, 2026 |
| BCS Wealth Management | History | Closed out | 0 | 0 | — | 0.03% | — | -3,242 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Accurate Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,174 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Prostatis Group LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,069 | -100.0% | Q1 2026 | May 12, 2026 |
| Intelligence Driven Advisers, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,021 | -100.0% | Q1 2026 | May 15, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,968 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Serenity Investment Advisors | History | Closed out | 0 | 0 | — | 0.16% | — | -2,835 | -100.0% | Q1 2026 | May 26, 2026 |
| Lifeworks Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,760 | -100.0% | Q1 2026 | May 04, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,742 | -100.0% | Q1 2026 | Apr 21, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -2,721 | -100.0% | Q1 2026 | May 15, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,593 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Clarity Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -2,583 | -100.0% | Q1 2026 | Apr 09, 2026 |
| FLP Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -2,548 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Thrive Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,526 | -100.0% | Q1 2026 | Apr 09, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Closed out | 0 | 0 | — | 0.02% | — | -2,461 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -2,404 | -100.0% | Q1 2026 | May 15, 2026 |
| LEUTHOLD GROUP, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,338 | -100.0% | Q1 2026 | May 06, 2026 |
| Magnus Financial Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,239 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Archford Capital Strategies, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,237 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Shared Vision Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,227 | -100.0% | Q1 2026 | May 06, 2026 |
| HBK Sorce Advisory LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,225 | -100.0% | Q1 2026 | May 11, 2026 |
| Landing Point Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,222 | -100.0% | Q1 2026 | May 05, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,220 | -100.0% | Q1 2026 | May 12, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,218 | -100.0% | Q1 2026 | May 08, 2026 |
| Kraft, Davis & Associates, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,175 | -100.0% | Q1 2026 | May 01, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,147 | -100.0% | Q1 2026 | May 05, 2026 |
| Gryphon Financial Partners LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,137 | -100.0% | Q1 2026 | May 06, 2026 |
| Baker Ellis Asset Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,125 | -100.0% | Q1 2026 | Apr 17, 2026 |
| American Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -2,097 | -100.0% | Q1 2026 | Apr 29, 2026 |
| QTR Family Wealth, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,096 | -100.0% | Q1 2026 | Apr 15, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 5 | 0 | — | 0.01% | — | -1,399 | -99.64% | Q1 2026 | May 06, 2026 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,011 | -100.0% | Q1 2026 | May 11, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -949 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -931 | -100.0% | Q1 2026 | May 11, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -641 | -100.0% | Q1 2026 | May 04, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -615 | -100.0% | Q1 2026 | May 12, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -491 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -491 | -100.0% | Q1 2026 | May 01, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -360 | -100.0% | Q1 2026 | May 11, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 10 | 0 | — | 0.0% | — | -349 | -97.21% | Q1 2026 | May 14, 2026 |
| Eagle Bay Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -347 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -345 | -100.0% | Q1 2026 | May 11, 2026 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -293 | -100.0% | Q1 2026 | May 04, 2026 |
| Fairway Wealth LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -229 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -148 | -100.0% | Q1 2026 | May 15, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -144 | -100.0% | Q1 2026 | May 15, 2026 |
| Alexis Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -142 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q1 2026 | Apr 28, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -90 | -100.0% | Q1 2026 | Apr 16, 2026 |
| ATWOOD & PALMER INC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18 | -100.0% | Q1 2026 | May 13, 2026 |
| NVWM, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | Apr 27, 2026 |
| HM PAYSON & CO | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 13, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 12, 2026 |
| Magnolia Wealth Management, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 06, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 07, 2026 |
| Scarborough Advisors, LLC | History | No change | 742 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Creative Capital Management Investments LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |