VANGUARD INDEX FUNDS - VB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 21,634,424 | 5,666,488 | 0.41% | 0.44% | 1 | -1,795,023 | -7.66% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 8,041,306 | 2,106,179 | 0.13% | 0.12% | 2 | +176,763 | 2.25% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,021,392 | 1,577,123 | 0.3% | 0.28% | 3 | -26,192 | -0.43% | Q1 2026 | Jul 08, 2026 |
| UBS Group AG | History | Added to | 4,408,647 | 1,154,712 | 0.17% | 0.16% | 4 | +492,549 | 12.58% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,535,022 | 925,892 | 0.25% | 0.25% | 5 | +290,080 | 8.94% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 3,328,890 | 871,902 | 1.29% | 1.26% | 6 | +133,747 | 4.19% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 3,322,073 | 870,117 | 0.23% | 0.28% | 7 | -591,321 | -15.11% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,976,080 | 763,177 | 0.37% | 0.39% | 8 | +476,269 | 19.05% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 2,832,448 | 741,806 | 1.29% | 1.3% | 9 | +188,373 | 7.12% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,812,991 | 736,778 | 0.45% | 0.45% | 10 | +65,009 | 2.37% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,252,087 | 589,866 | 0.18% | 0.18% | 11 | -52,518 | -2.28% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 2,215,685 | 580,324 | 0.68% | 0.6% | 12 | +249,753 | 12.7% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,197,074 | 575,345 | 0.13% | 0.14% | 13 | -201,680 | -8.41% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,091,328 | 547,761 | 0.1% | 0.09% | 14 | -111,620 | -5.07% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 2,035,636 | 533,173 | 0.36% | 0.39% | 15 | -90,108 | -4.24% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,962,918 | 514,127 | 0.3% | 0.27% | 16 | +19,923 | 1.03% | Q1 2026 | May 08, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,940,971 | 508,379 | 0.09% | 0.08% | 17 | +205,703 | 11.85% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,783,785 | 467,208 | 0.07% | 0.07% | 18 | -31,217 | -1.72% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,745,051 | 457,063 | 0.05% | 0.05% | 19 | +59,565 | 3.53% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 1,696,661 | 444,389 | 0.98% | 0.9% | 20 | +128,686 | 8.21% | Q1 2026 | May 05, 2026 |
| CIBC Bancorp USA Inc. | History | New | 1,506,970 | 394,062 | 0.53% | — | 21 | +1,506,970 | New | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,397,042 | 360,366 | 0.61% | 0.61% | 22 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 1,230,968 | 322,415 | 0.34% | 0.33% | 23 | +62,668 | 5.36% | Q1 2026 | May 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 1,191,150 | 311,986 | 0.06% | 0.05% | 24 | +35,183 | 3.04% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 1,175,277 | 307,828 | 0.02% | 0.02% | 25 | +25,242 | 2.19% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,173,969 | 307,491 | 0.28% | 0.27% | 26 | -5,647 | -0.48% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,203,000 | 305,369 | 0.02% | 0.02% | 27 | +58,963 | 5.15% | Q1 2026 | May 13, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 1,140,780 | 298,793 | 8.27% | 6.84% | 28 | +31,193 | 2.81% | Q1 2026 | Apr 21, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 1,125,152 | 294,699 | 6.06% | 5.78% | 29 | +1,489 | 0.13% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 980,879 | 256,911 | 0.36% | 0.34% | 30 | -15,357 | -1.54% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 958,835 | 251,153 | 0.27% | 0.27% | 31 | +7,592 | 0.8% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 907,826 | 237,974 | 0.35% | 0.31% | 32 | +84,443 | 10.26% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 904,125 | 236,808 | 3.63% | 0.07% | 33 | +886,923 | 5155.93% | Q1 2026 | Apr 07, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 887,176 | 232,369 | 1.14% | 1.09% | 34 | -3,092 | -0.35% | Q1 2026 | May 26, 2026 |
| Cerity Partners LLC | History | Added to | 863,565 | 227,054 | 0.32% | 0.29% | 35 | +92,785 | 12.04% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 818,731 | 214,442 | 0.82% | — | 36 | +818,731 | New | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 810,773 | 212,357 | 0.33% | 0.31% | 37 | +32,180 | 4.13% | Q1 2026 | May 14, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 754,676 | 197,664 | 4.56% | 4.47% | 38 | +6,676 | 0.89% | Q1 2026 | Apr 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 733,004 | 191,988 | 0.07% | 0.07% | 39 | -101,560 | -12.17% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 678,702 | 177,765 | 0.32% | 0.25% | 40 | +369,321 | 119.37% | Q1 2026 | May 01, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 673,535 | 176,412 | 3.51% | 3.62% | 41 | -92,290 | -12.05% | Q1 2026 | Apr 15, 2026 |
| COUNTRY TRUST BANK | History | Added to | 651,388 | 170,611 | 3.24% | 2.41% | 42 | +136,123 | 26.42% | Q1 2026 | Apr 10, 2026 |
| VANGUARD GROUP INC | History | No change | 643,588 | 166,013 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DAVIS R M INC | History | Added to | 607,527 | 159,123 | 2.82% | 2.62% | 44 | +18,471 | 3.14% | Q1 2026 | May 13, 2026 |
| 1832 Asset Management L.P. | History | Added to | 604,595 | 158,355 | 0.15% | 0.1% | 45 | +106,415 | 21.36% | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 590,093 | 154,557 | 1.76% | 1.61% | 46 | +22,134 | 3.9% | Q1 2026 | May 05, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 567,165 | 148,551 | 0.62% | 0.51% | 47 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Vanguard Global Advisers, LLC | History | New | 555,448 | 145,482 | 0.08% | — | 48 | +555,448 | New | Q1 2026 | May 08, 2026 |
| Corient Private Wealth LLC | History | Reduced | 548,068 | 143,227 | 0.2% | 0.19% | 49 | -10,783,267 | -95.16% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 525,158 | 137,549 | 1.26% | 1.78% | 50 | -21,249 | -3.89% | Q1 2026 | May 06, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 509,817 | 133,531 | 1.0% | 0.99% | 51 | +2,982 | 0.59% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 479,636 | 125,627 | 0.5% | 0.49% | 52 | -13,776 | -2.79% | Q1 2026 | May 11, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 476,205 | 124,727 | 4.56% | 1.29% | 53 | +343,734 | 259.48% | Q1 2026 | May 12, 2026 |
| STATE STREET CORP | History | Reduced | 462,345 | 121,097 | 0.0% | 0.0% | 54 | -91,044 | -16.45% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 459,424 | 120,332 | 0.21% | 0.21% | 55 | +16,482 | 3.72% | Q1 2026 | May 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 458,673 | 120,135 | 1.54% | 1.5% | 56 | +5,699 | 1.26% | Q1 2026 | Apr 21, 2026 |
| Fusion Family Wealth, LLC | History | Added to | 441,733 | 115,698 | 8.64% | 8.4% | 57 | +11,981 | 2.79% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 434,428 | 113,785 | 0.15% | 0.14% | 58 | +20,591 | 4.98% | Q1 2026 | Apr 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 430,929 | 112,867 | 0.22% | 0.2% | 59 | -6,217 | -1.42% | Q1 2026 | May 01, 2026 |
| Equitable Holdings, Inc. | History | Added to | 423,322 | 109,269 | 0.7% | 0.68% | 60 | +36,014 | 9.3% | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 408,014 | 106,868 | 1.37% | 1.32% | 61 | +718 | 0.18% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 401,536 | 105,170 | 0.83% | 0.82% | 62 | +2,938 | 0.74% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 395,662 | 103,632 | 0.27% | 0.27% | 63 | -1,263 | -0.32% | Q1 2026 | Apr 30, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 390,627 | 102,313 | 2.31% | 2.3% | 64 | +3,990 | 1.03% | Q1 2026 | May 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 375,743 | 98,415 | 0.14% | 0.15% | 65 | -38,820 | -9.36% | Q1 2026 | May 13, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Added to | 375,719 | 98,408 | 6.07% | 5.77% | 66 | +6,313 | 1.71% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 375,337 | 98,308 | 0.27% | 0.28% | 67 | -65,364 | -14.83% | Q1 2026 | May 04, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 371,133 | 97,207 | 8.48% | 8.39% | 68 | +18,203 | 5.16% | Q1 2026 | Apr 07, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 369,600 | 96,805 | 6.22% | 4.83% | 69 | +72,874 | 24.56% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 367,802 | 96,334 | 0.0% | 0.0% | 70 | +12,296 | 3.46% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 367,376 | 96,223 | 0.45% | 0.44% | 71 | +1,865 | 0.51% | Q1 2026 | Apr 24, 2026 |
| COMERICA BANK | History | No change | 358,110 | 92,374 | 0.37% | 0.37% | 72 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 350,327 | 91,757 | 1.97% | 1.99% | 73 | +26,413 | 8.15% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 350,327 | 91,757 | 1.71% | 1.72% | 74 | +26,413 | 8.15% | Q1 2026 | May 06, 2026 |
| Karpus Management, Inc. | History | Reduced | 321,684 | 84,255 | 2.63% | 2.65% | 75 | -13,022 | -3.89% | Q1 2026 | May 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 320,036 | 83,824 | 1.03% | 1.04% | 76 | +6,727 | 2.15% | Q1 2026 | May 08, 2026 |
| Efficient Advisors, LLC | History | Reduced | 316,200 | 82,819 | 5.88% | 6.31% | 77 | -102,548 | -24.49% | Q1 2026 | Apr 29, 2026 |
| Merit Financial Group, LLC | History | Added to | 310,293 | 81,271 | 0.6% | 0.59% | 78 | +24,033 | 8.4% | Q1 2026 | Apr 15, 2026 |
| M&T BANK CORP | History | Reduced | 293,095 | 76,767 | 0.26% | 0.26% | 79 | -20,717 | -6.6% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 288,401 | 75,537 | 0.59% | 0.61% | 80 | +9,436 | 3.38% | Q1 2026 | Apr 07, 2026 |
| LINCOLN NATIONAL CORP | History | Reduced | 284,318 | 74,468 | 2.16% | 2.27% | 81 | -17,373 | -5.76% | Q1 2026 | May 04, 2026 |
| Auto-Owners Insurance Co | History | No change | 281,628 | 73,764 | 1.54% | 1.53% | 82 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 280,039 | 73,347 | 12.63% | 12.23% | 83 | +1,320 | 0.47% | Q1 2026 | Apr 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 279,931 | 73,319 | 0.28% | 0.22% | 84 | +69,912 | 33.29% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Wealth | History | Added to | 267,051 | 70,069 | 0.08% | 0.08% | 85 | +6,924 | 2.66% | Q1 2026 | May 14, 2026 |
| WIT, LLC | History | Reduced | 264,221 | 69,204 | 1.31% | 1.37% | 86 | -131 | -0.05% | Q1 2026 | May 15, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 260,494 | 68,228 | 2.72% | 2.6% | 87 | -1,206 | -0.46% | Q1 2026 | May 01, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 260,102 | 68,125 | 6.85% | 6.7% | 88 | -2,984 | -1.13% | Q1 2026 | May 05, 2026 |
| Smithfield Trust Co | History | Added to | 258,672 | 67,809 | 2.95% | 2.9% | 89 | +4,256 | 1.67% | Q1 2026 | May 08, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 255,392 | 66,892 | 6.98% | 6.85% | 90 | +193 | 0.08% | Q1 2026 | May 04, 2026 |
| ASSETMARK, INC | History | Reduced | 243,103 | 63,673 | 0.13% | 0.15% | 91 | -48,940 | -16.76% | Q1 2026 | May 06, 2026 |
| CENTRAL TRUST Co | History | Added to | 234,190 | 61,338 | 1.21% | 1.06% | 92 | +23,897 | 11.36% | Q1 2026 | Apr 17, 2026 |
| Betterment LLC | History | Added to | 230,828 | 60,458 | 0.11% | 0.11% | 93 | +1,608 | 0.7% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 228,029 | 60,350 | 0.12% | 0.15% | 94 | -170,165 | -42.73% | Q1 2026 | Apr 08, 2026 |
| SCS Capital Management LLC | History | Added to | 219,708 | 57,546 | 0.61% | 0.34% | 95 | +94,323 | 75.23% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 213,243 | 55,855 | 0.07% | 0.08% | 96 | -50,429 | -19.13% | Q1 2026 | May 14, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 211,849 | 55,487 | 1.84% | 1.72% | 97 | +9,607 | 4.75% | Q1 2026 | Apr 22, 2026 |
| MAI Capital Management | History | Added to | 211,306 | 55,345 | 0.31% | 0.3% | 98 | +7,071 | 3.46% | Q1 2026 | May 15, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 210,237 | 55,065 | 0.47% | 0.44% | 99 | -3,661 | -1.71% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 209,712 | 54,927 | 0.01% | 0.0% | 100 | +174,610 | 497.44% | Q1 2026 | May 12, 2026 |
| Ellenbecker Investment Group | History | Added to | 207,305 | 54,297 | 7.31% | 7.28% | 101 | +5,708 | 2.83% | Q1 2026 | Apr 23, 2026 |
| CHOREO, LLC | History | Added to | 204,738 | 53,624 | 0.66% | 0.61% | 102 | +20,734 | 11.27% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 203,898 | 53,405 | 0.13% | 0.11% | 103 | +10,488 | 5.42% | Q1 2026 | Apr 22, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 182,750 | 51,952 | 1.16% | 1.17% | 104 | +10,496 | 6.09% | Q1 2026 | May 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 195,276 | 51,146 | 1.27% | 1.25% | 105 | -866 | -0.44% | Q1 2026 | Apr 29, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 195,207 | 51,128 | 0.34% | 0.36% | 106 | -4,402 | -2.21% | Q1 2026 | May 07, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 195,019 | 51,079 | 0.18% | 0.18% | 107 | -1,016 | -0.52% | Q1 2026 | Jun 02, 2026 |
| Chandler Asset Management, Inc. | History | Reduced | 191,300 | 50,105 | 7.6% | 10.63% | 108 | -69,030 | -26.52% | Q1 2026 | May 14, 2026 |
| American Trust | History | Added to | 188,242 | 49,304 | 4.36% | 4.02% | 109 | +2,847 | 1.54% | Q1 2026 | May 01, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 177,989 | 46,618 | 0.65% | 0.61% | 110 | +470 | 0.26% | Q1 2026 | May 01, 2026 |
| CX Institutional | History | Reduced | 177,164 | 46,403 | 1.42% | 1.8% | 111 | -56,483 | -24.17% | Q1 2026 | Apr 06, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 174,447 | 45,691 | 0.3% | 0.28% | 112 | +6,395 | 3.81% | Q1 2026 | May 05, 2026 |
| MilWealth Group LLC | History | Added to | 172,797 | 45,259 | 10.77% | 10.58% | 113 | +476 | 0.28% | Q1 2026 | May 01, 2026 |
| Ballast, Inc. | History | Added to | 171,762 | 44,987 | 10.4% | 10.22% | 114 | +2,558 | 1.51% | Q1 2026 | May 15, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 170,397 | 44,630 | 3.74% | 3.58% | 115 | -1,429 | -0.83% | Q1 2026 | Apr 21, 2026 |
| Garde Capital, Inc. | History | Reduced | 168,306 | 44,082 | 2.64% | 2.6% | 116 | -1,644 | -0.97% | Q1 2026 | Apr 28, 2026 |
| AMG National Trust Bank | History | Added to | 167,650 | 43,910 | 0.95% | 0.9% | 117 | +20,138 | 13.65% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 165,610 | 43,376 | 0.23% | 0.23% | 118 | +704 | 0.43% | Q1 2026 | May 05, 2026 |
| Clark Asset Management, LLC | History | Added to | 165,053 | 43,230 | 4.06% | 4.1% | 119 | +11,831 | 7.72% | Q1 2026 | Apr 16, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 164,577 | 43,105 | 2.87% | 2.76% | 120 | -8,198 | -4.74% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 163,687 | 42,873 | 2.93% | 2.81% | 121 | +5,377 | 3.4% | Q1 2026 | Apr 21, 2026 |
| &PARTNERS | History | Added to | 161,417 | 42,355 | 0.21% | 0.2% | 122 | +13,179 | 8.89% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 161,135 | 42,204 | 0.76% | 0.74% | 123 | +3,966 | 2.52% | Q1 2026 | Jun 02, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 160,136 | 41,942 | 0.22% | 0.26% | 124 | +13,638 | 9.31% | Q1 2026 | May 15, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 143,693 | 40,746 | 6.05% | 6.04% | 125 | +7,244 | 5.31% | Q1 2026 | May 11, 2026 |
| Apella Capital, LLC | History | Added to | 142,227 | 40,487 | 0.6% | 0.72% | 126 | +1,322 | 0.94% | Q1 2026 | Apr 20, 2026 |
| MPS Loria Financial Planners, LLC | History | Added to | 154,343 | 40,425 | 10.67% | 10.07% | 127 | +2,503 | 1.65% | Q1 2026 | May 08, 2026 |
| ALPS ADVISORS INC | History | Reduced | 153,390 | 40,175 | 0.19% | 0.26% | 128 | -19,400 | -11.23% | Q1 2026 | May 08, 2026 |
| Wealthquest Corp | History | No change | 152,042 | 39,219 | 2.96% | 2.96% | 129 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Investments & Financial Planning, LLC | History | Reduced | 148,729 | 38,955 | 21.21% | 20.73% | 130 | -1,013 | -0.68% | Q1 2026 | May 11, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 136,093 | 38,944 | 1.49% | 1.39% | 131 | +7,688 | 5.99% | Q1 2026 | Apr 24, 2026 |
| Lido Advisors, LLC | History | Added to | 146,103 | 38,267 | 0.12% | 0.11% | 132 | +1,657 | 1.15% | Q1 2026 | May 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 145,876 | 38,207 | 0.02% | 0.03% | 133 | -154,175 | -51.38% | Q1 2026 | May 18, 2026 |
| Legacy Financial Group LLC | History | Added to | 143,888 | 37,687 | 4.74% | 4.83% | 134 | +270 | 0.19% | Q1 2026 | May 04, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 142,972 | 37,447 | 1.14% | 1.08% | 135 | -1,056 | -0.73% | Q1 2026 | Apr 24, 2026 |
| Aufman Associates Inc | History | Reduced | 142,772 | 37,394 | 18.35% | 19.07% | 136 | -1,469 | -1.02% | Q1 2026 | May 15, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 142,250 | 37,258 | 1.56% | 1.68% | 137 | -7,553 | -5.04% | Q1 2026 | Apr 30, 2026 |
| Brown Financial Advisory | History | Added to | 141,352 | 37,022 | 18.36% | 16.17% | 138 | +17,345 | 13.99% | Q1 2026 | Apr 24, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 135,454 | 36,858 | 7.47% | 7.71% | 139 | +617 | 0.46% | Q1 2026 | Apr 15, 2026 |
| Compound Planning, Inc. | History | Reduced | 137,137 | 35,918 | 1.1% | 1.17% | 140 | -17,709 | -11.44% | Q1 2026 | May 14, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 136,177 | 35,667 | 7.04% | 7.16% | 141 | +3,694 | 2.79% | Q1 2026 | Apr 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 135,340 | 35,448 | 0.21% | 0.21% | 142 | +4,675 | 3.58% | Q1 2026 | May 05, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 133,155 | 34,876 | 3.67% | 2.0% | 143 | +91,409 | 218.96% | Q1 2026 | Apr 17, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 133,084 | 34,857 | 0.92% | 0.78% | 144 | +15,006 | 12.71% | Q1 2026 | May 01, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Added to | 132,988 | 34,832 | 1.44% | 1.3% | 145 | +4,391 | 3.41% | Q1 2026 | Apr 21, 2026 |
| NORTHERN TRUST CORP | History | Added to | 132,857 | 34,797 | 0.0% | 0.0% | 146 | +1,969 | 1.5% | Q1 2026 | May 14, 2026 |
| Whelan Financial | History | Reduced | 129,152 | 33,827 | 10.5% | 10.43% | 147 | -288 | -0.22% | Q1 2026 | Apr 24, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 129,053 | 33,775 | 0.96% | 1.24% | 148 | -24,812 | -16.13% | Q1 2026 | Apr 09, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 128,314 | 33,607 | 3.77% | 0.0% | 149 | +128,206 | 118709.26% | Q1 2026 | Apr 15, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 128,019 | 33,530 | 4.72% | 6.23% | 150 | -2,574 | -1.97% | Q1 2026 | Apr 20, 2026 |
| Waverly Advisors, LLC | History | Added to | 126,695 | 33,183 | 0.25% | 0.26% | 151 | +1,495 | 1.19% | Q1 2026 | May 15, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 126,682 | 33,180 | 0.48% | 0.52% | 152 | +263 | 0.21% | Q1 2026 | Apr 10, 2026 |
| Randolph Co Inc | History | Added to | 126,290 | 33,077 | 3.16% | 3.12% | 153 | +100 | 0.08% | Q1 2026 | Apr 24, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Added to | 123,580 | 32,367 | 12.5% | 12.07% | 154 | +2,481 | 2.05% | Q1 2026 | Apr 29, 2026 |
| Wolff Financial Management LLC | History | Added to | 123,376 | 32,314 | 7.14% | 6.99% | 155 | +2,951 | 2.45% | Q1 2026 | Apr 15, 2026 |
| Brookstone Capital Management | History | Added to | 122,115 | 31,984 | 0.37% | 0.34% | 156 | +5,444 | 4.67% | Q1 2026 | Apr 16, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 120,685 | 31,609 | 0.27% | 0.22% | 157 | +4,018 | 3.44% | Q1 2026 | May 13, 2026 |
| WP Advisors, LLC | History | Reduced | 120,390 | 31,532 | 8.16% | 7.91% | 158 | -2,701 | -2.19% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 119,749 | 31,364 | 0.0% | 0.0% | 159 | +6,362 | 5.61% | Q1 2026 | May 15, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 119,511 | 31,302 | 4.54% | 4.54% | 160 | -4,157 | -3.36% | Q1 2026 | Apr 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 118,565 | 31,054 | 0.17% | 0.06% | 161 | +78,539 | 196.22% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Added to | 118,060 | 31,037 | 1.67% | 0.91% | 162 | +36,498 | 44.75% | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 118,233 | 30,967 | 0.37% | 0.36% | 163 | -6,353 | -5.1% | Q1 2026 | May 13, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 117,822 | 30,859 | 1.22% | 1.21% | 164 | -2,862 | -2.37% | Q1 2026 | Apr 13, 2026 |
| Circle Wealth Management, LLC | History | Added to | 117,586 | 30,798 | 0.44% | 0.35% | 165 | +30,000 | 34.25% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 117,447 | 30,748 | 0.19% | 0.18% | 166 | -1,323 | -1.11% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 115,857 | 30,345 | 0.7% | 0.73% | 167 | -947 | -0.81% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 115,543 | 30,262 | 0.12% | — | 168 | +115,543 | New | Q1 2026 | May 08, 2026 |
| Tidal Investments LLC | History | Reduced | 114,854 | 30,082 | 0.06% | 0.09% | 169 | -34,462 | -23.08% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 114,000 | 29,858 | 0.41% | 0.44% | 170 | -5,442 | -4.56% | Q1 2026 | Apr 08, 2026 |
| Sharp Wealth Advisory, LLC | History | Added to | 113,964 | 29,849 | 14.74% | 0.19% | 171 | +112,478 | 7569.18% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 112,000 | 29,334 | 0.23% | 0.23% | 172 | +38,537 | 52.46% | Q1 2026 | May 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 111,460 | 29,193 | 1.2% | 1.19% | 173 | +356 | 0.32% | Q1 2026 | May 12, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | Added to | 111,329 | 29,159 | 10.81% | 10.45% | 174 | +2,068 | 1.89% | Q1 2026 | Apr 14, 2026 |
| BANK OF HAWAII | History | Added to | 110,356 | 28,904 | 1.51% | 1.4% | 175 | +155 | 0.14% | Q1 2026 | May 14, 2026 |
| Howard Capital Management Group, LLC | History | Added to | 110,269 | 28,881 | 1.92% | 1.74% | 176 | +3,460 | 3.24% | Q1 2026 | Apr 15, 2026 |
| Summit Financial, LLC | History | Added to | 110,082 | 28,832 | 0.37% | 0.37% | 177 | +11,851 | 12.06% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 110,024 | 28,817 | 0.88% | 0.55% | 178 | +52,410 | 90.97% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 108,081 | 28,308 | 0.01% | 0.01% | 179 | +14,313 | 15.26% | Q1 2026 | May 15, 2026 |
| Procyon Advisors, LLC | History | Reduced | 106,896 | 27,998 | 1.37% | 1.39% | 180 | -1,914 | -1.76% | Q1 2026 | May 04, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 106,288 | 27,839 | 0.14% | 0.16% | 181 | -9,508 | -8.21% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 106,060 | 27,779 | 0.07% | 0.08% | 182 | -7,363 | -6.49% | Q1 2026 | May 14, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 103,322 | 27,062 | 0.32% | 0.32% | 183 | -5,497 | -5.05% | Q1 2026 | May 06, 2026 |
| SP Asset Management LLC | History | Reduced | 102,259 | 26,783 | 2.36% | 2.13% | 184 | -2,283 | -2.18% | Q1 2026 | May 06, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 100,875 | 26,421 | 1.09% | 1.12% | 185 | -3,290 | -3.16% | Q1 2026 | Apr 28, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 100,683 | 26,370 | 0.33% | 0.33% | 186 | -824 | -0.81% | Q1 2026 | Apr 28, 2026 |
| 3Chopt Investment Partners, LLC | History | Added to | 100,163 | 26,234 | 6.0% | 5.61% | 187 | +3,141 | 3.24% | Q1 2026 | Apr 23, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 99,375 | 26,028 | 1.66% | 1.65% | 188 | -1,729 | -1.71% | Q1 2026 | Apr 14, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 99,166 | 25,973 | 10.79% | 10.9% | 189 | -1,786 | -1.77% | Q1 2026 | Apr 21, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 98,182 | 25,715 | 0.56% | 0.48% | 190 | +9,313 | 10.48% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 98,179 | 25,713 | 0.02% | 0.02% | 191 | -12,429 | -11.24% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Reduced | 98,074 | 25,687 | 0.12% | 0.18% | 192 | -21,469 | -17.96% | Q1 2026 | May 04, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 98,052 | 25,681 | 1.58% | 1.57% | 193 | +865 | 0.89% | Q1 2026 | May 05, 2026 |
| TRB Wealth Management, LLC | History | New | 97,880 | 25,636 | 3.64% | — | 194 | +97,880 | New | Q1 2026 | May 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 96,958 | 25,395 | 1.34% | 1.29% | 195 | +4,338 | 4.68% | Q1 2026 | Apr 13, 2026 |
| Curran Financial Partners, LLC | History | Added to | 96,187 | 25,193 | 4.51% | 4.24% | 196 | +9,676 | 11.18% | Q1 2026 | Apr 15, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 95,944 | 25,129 | 0.35% | 0.29% | 197 | +10,208 | 11.91% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 94,388 | 24,722 | 0.13% | 0.14% | 198 | -4,361 | -4.42% | Q1 2026 | May 08, 2026 |
| BROWN ADVISORY INC | History | Reduced | 93,454 | 24,477 | 0.04% | 0.03% | 199 | -2,869 | -2.98% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Added to | 93,267 | 24,428 | 0.58% | 0.48% | 200 | +9,964 | 11.96% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 91,720 | 24,023 | 1.5% | 1.46% | 201 | +3,971 | 4.53% | Q1 2026 | Apr 27, 2026 |
| Nuveen, LLC | History | Added to | 91,205 | 23,888 | 0.01% | 0.01% | 202 | +10,125 | 12.49% | Q1 2026 | Apr 30, 2026 |
| BESSEMER GROUP INC | History | Reduced | 91,139 | 23,871 | 0.04% | 0.04% | 203 | -3,019 | -3.21% | Q1 2026 | May 06, 2026 |
| HB Wealth Management, LLC | History | Added to | 91,104 | 23,861 | 0.15% | 0.14% | 204 | +5,114 | 5.95% | Q1 2026 | Apr 27, 2026 |
| WBH ADVISORY INC | History | Reduced | 89,261 | 23,512 | 1.76% | 1.76% | 205 | -3,041 | -3.29% | Q1 2026 | Apr 27, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 89,427 | 23,422 | 0.06% | 0.06% | 206 | +6,678 | 8.07% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 89,254 | 23,377 | 0.33% | 0.38% | 207 | +3,660 | 4.28% | Q1 2026 | May 12, 2026 |
| Glenview Trust Co | History | Added to | 88,617 | 23,210 | 0.36% | 0.35% | 208 | +31 | 0.03% | Q1 2026 | May 08, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 88,378 | 23,148 | 1.07% | 1.02% | 209 | +1,519 | 1.75% | Q1 2026 | Apr 29, 2026 |
| ASPIRIANT, LLC | History | Added to | 88,362 | 23,143 | 0.66% | 0.6% | 210 | +6,849 | 8.4% | Q1 2026 | May 12, 2026 |
| Cadence Bank | History | No change | 89,357 | 23,049 | 1.35% | 1.35% | 211 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Added to | 87,707 | 22,972 | 11.19% | 10.75% | 212 | +3,010 | 3.55% | Q1 2026 | Apr 14, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 87,526 | 22,924 | 5.46% | 5.52% | 213 | +77 | 0.09% | Q1 2026 | Apr 22, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 87,478 | 22,912 | 0.05% | 0.04% | 214 | -4,390 | -4.78% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 86,393 | 22,628 | 0.0% | 0.0% | 215 | +68,302 | 377.55% | Q1 2026 | May 13, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 86,202 | 22,578 | 2.81% | 2.12% | 216 | +19,231 | 28.72% | Q1 2026 | Apr 08, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 86,104 | 22,552 | 1.03% | 0.9% | 217 | +6,550 | 8.23% | Q1 2026 | May 06, 2026 |
| Crewe Advisors LLC | History | No change | 85,513 | 22,397 | 1.91% | 1.95% | 218 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BURRUS FINANCIAL SERVICES, INC. | History | Reduced | 85,257 | 22,335 | 10.22% | 14.12% | 219 | -202,256 | -70.35% | Q1 2026 | Apr 22, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 83,747 | 21,935 | 0.34% | 0.38% | 220 | -178 | -0.21% | Q1 2026 | May 04, 2026 |
| Elm Partners Management LLC | History | Added to | 85,423 | 21,683 | 0.94% | 0.88% | 221 | +10,578 | 14.13% | Q1 2026 | May 13, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 82,718 | 21,665 | 4.97% | 5.01% | 222 | +1,092 | 1.34% | Q1 2026 | Apr 20, 2026 |
| Noble Family Wealth, LLC | History | Added to | 82,179 | 21,524 | 4.44% | 4.29% | 223 | +3,259 | 4.13% | Q1 2026 | Apr 23, 2026 |
| BCK Partners, Inc. | History | Reduced | 81,950 | 21,464 | 11.59% | 11.43% | 224 | -69 | -0.08% | Q1 2026 | Apr 27, 2026 |
| VestGen Advisors, LLC | History | Added to | 73,013 | 20,905 | 0.56% | 0.39% | 225 | +37,854 | 107.67% | Q1 2026 | May 14, 2026 |
| DeDora Capital, Inc. | History | Added to | 79,562 | 20,838 | 5.11% | 4.82% | 226 | +695 | 0.88% | Q1 2026 | Apr 27, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 78,768 | 20,630 | 6.56% | 6.45% | 227 | -1,242 | -1.55% | Q1 2026 | Apr 27, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 78,747 | 20,625 | 2.01% | 1.83% | 228 | -561 | -0.71% | Q1 2026 | May 01, 2026 |
| Compton Wealth Advisory Group, LLC | History | Added to | 77,948 | 20,532 | 4.57% | 4.35% | 229 | +826 | 1.07% | Q1 2026 | Apr 14, 2026 |
| TECTONIC ADVISORS LLC | History | Reduced | 78,264 | 20,498 | 1.08% | 1.08% | 230 | -1,093 | -1.38% | Q1 2026 | Apr 17, 2026 |
| Twele Capital Management, Inc. | History | Added to | 78,142 | 20,466 | 3.65% | 3.6% | 231 | +3 | 0.0% | Q1 2026 | Apr 07, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 77,373 | 20,265 | 0.64% | 0.64% | 232 | -323 | -0.42% | Q1 2026 | May 11, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 76,985 | 20,163 | 1.92% | 1.97% | 233 | -2,075 | -2.62% | Q1 2026 | May 13, 2026 |
| Charles Schwab Trust Co | History | Added to | 76,578 | 20,057 | 1.3% | 1.3% | 234 | +145 | 0.19% | Q1 2026 | Apr 10, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 76,335 | 19,993 | 0.38% | 0.39% | 235 | -4,076 | -5.07% | Q1 2026 | May 01, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 75,826 | 19,860 | 0.2% | 0.26% | 236 | -7,176 | -8.65% | Q1 2026 | May 13, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 75,521 | 19,784 | 1.37% | 1.6% | 237 | +3,663 | 5.1% | Q1 2026 | May 18, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 75,449 | 19,761 | 4.53% | 4.39% | 238 | +303 | 0.4% | Q1 2026 | May 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 74,831 | 19,599 | 0.58% | 0.54% | 239 | +157 | 0.21% | Q1 2026 | Apr 29, 2026 |
| World Investment Advisors | History | Added to | 74,777 | 19,585 | 0.32% | 0.28% | 240 | +7,931 | 11.86% | Q1 2026 | Apr 27, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 74,047 | 19,394 | 1.16% | 1.08% | 241 | +4,912 | 7.1% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 73,594 | 19,275 | 0.1% | 0.1% | 242 | +4,866 | 7.08% | Q1 2026 | May 13, 2026 |
| SAM Advisors, LLC | History | Added to | 73,572 | 19,269 | 6.04% | 5.92% | 243 | +1,011 | 1.39% | Q1 2026 | Apr 29, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 72,899 | 19,093 | 3.33% | 3.31% | 244 | -194 | -0.27% | Q1 2026 | Apr 23, 2026 |
| OneAscent Financial Services LLC | History | Added to | 72,707 | 19,043 | 1.03% | 0.31% | 245 | +59,734 | 460.45% | Q1 2026 | Apr 21, 2026 |
| McIlrath & Eck, LLC | History | Added to | 72,618 | 19,020 | 1.41% | 1.67% | 246 | +3,061 | 4.4% | Q1 2026 | May 19, 2026 |
| Quantinno Capital Management LP | History | Added to | 72,283 | 18,932 | 0.03% | 0.03% | 247 | +21,217 | 41.55% | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 71,832 | 18,814 | 0.19% | 0.21% | 248 | -2,788 | -3.74% | Q1 2026 | Apr 27, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 71,747 | 18,791 | 3.05% | 2.88% | 249 | +3,328 | 4.86% | Q1 2026 | Apr 22, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 71,731 | 18,787 | 2.23% | 2.13% | 250 | +275 | 0.38% | Q1 2026 | Apr 21, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 70,959 | 18,585 | 3.48% | 3.49% | 251 | -790 | -1.1% | Q1 2026 | Apr 28, 2026 |
| Stephens Consulting, LLC | History | No change | 71,033 | 18,323 | 5.92% | 5.92% | 252 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Gemmer Asset Management LLC | History | Added to | 69,601 | 18,229 | 1.44% | 1.36% | 253 | +1,247 | 1.82% | Q1 2026 | Apr 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 69,566 | 18,221 | 0.33% | 0.36% | 254 | -2,519 | -3.49% | Q1 2026 | May 11, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Added to | 69,458 | 18,192 | 10.48% | 10.0% | 255 | +1,336 | 1.96% | Q1 2026 | Apr 29, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 70,296 | 18,132 | 0.01% | 0.01% | 256 | +634 | 0.91% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 68,585 | 17,963 | 0.07% | 0.07% | 257 | -725 | -1.05% | Q1 2026 | May 14, 2026 |
| Crane Advisory, LLC | History | Reduced | 63,769 | 17,827 | 2.67% | 2.72% | 258 | -2,225 | -3.37% | Q1 2026 | Apr 20, 2026 |
| Independent Advisor Alliance | History | Added to | 67,948 | 17,797 | 0.19% | 0.03% | 259 | +63,630 | 1473.6% | Q1 2026 | May 12, 2026 |
| Cresset Asset Management, LLC | History | Added to | 67,507 | 17,681 | 0.08% | 0.07% | 260 | +4,471 | 7.09% | Q1 2026 | May 15, 2026 |
| Abound Wealth Management | History | Added to | 67,379 | 17,647 | 4.01% | 4.06% | 261 | +186 | 0.28% | Q1 2026 | Apr 10, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 67,185 | 17,597 | 0.78% | 0.79% | 262 | -1,282 | -1.87% | Q1 2026 | Apr 09, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 65,906 | 17,262 | 0.08% | 0.07% | 263 | -673 | -1.01% | Q1 2026 | May 07, 2026 |
| Aries Wealth Management | History | Added to | 65,524 | 17,162 | 3.77% | 3.31% | 264 | +7,489 | 12.9% | Q1 2026 | May 14, 2026 |
| AJ Advisors, LLC | History | Added to | 65,512 | 17,158 | 6.37% | 6.1% | 265 | +1,468 | 2.29% | Q1 2026 | Apr 22, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 65,255 | 17,091 | 1.17% | 0.81% | 266 | +25,615 | 64.62% | Q1 2026 | Apr 17, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 63,755 | 16,927 | 0.35% | 0.36% | 267 | -696 | -1.08% | Q1 2026 | Apr 28, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | New | 64,480 | 16,888 | 0.18% | — | 268 | +64,480 | New | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 64,185 | 16,811 | 0.21% | 0.21% | 269 | -399 | -0.62% | Q1 2026 | Apr 20, 2026 |
| Dunhill Financial, LLC | History | Added to | 63,623 | 16,664 | 3.93% | 3.59% | 270 | +6,241 | 10.88% | Q1 2026 | May 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 63,572 | 16,650 | 0.05% | 0.04% | 271 | +2,810 | 4.62% | Q1 2026 | May 08, 2026 |
| Atria Investments, Inc | History | Reduced | 63,537 | 16,641 | 0.19% | 0.19% | 272 | -1,815 | -2.78% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Reduced | 63,124 | 16,533 | 0.47% | 0.94% | 273 | -61,402 | -49.31% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 63,123 | 16,533 | 0.18% | 0.19% | 274 | -697 | -1.09% | Q1 2026 | Apr 20, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 62,822 | 16,454 | 0.26% | 0.23% | 275 | +2,468 | 4.09% | Q1 2026 | May 15, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 62,145 | 16,447 | 6.81% | 6.51% | 276 | +1,952 | 3.24% | Q1 2026 | Apr 15, 2026 |
| Nelson Capital Management, LLC | History | Reduced | 62,686 | 16,418 | 2.0% | 1.9% | 277 | -173 | -0.28% | Q1 2026 | May 06, 2026 |
| True North Advisors, LLC | History | Reduced | 62,645 | 16,407 | 1.87% | 2.13% | 278 | -1,167 | -1.83% | Q1 2026 | May 07, 2026 |
| Wedmont Private Capital | History | Added to | 60,051 | 16,399 | 0.53% | 0.54% | 279 | +2,444 | 4.24% | Q1 2026 | Apr 09, 2026 |
| McAdam, LLC | History | Added to | 61,703 | 16,161 | 0.73% | 0.7% | 280 | +2,011 | 3.37% | Q1 2026 | May 08, 2026 |
| Wealth Architects, LLC | History | Reduced | 60,594 | 15,870 | 1.41% | 1.44% | 281 | -1,462 | -2.36% | Q1 2026 | May 15, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 60,344 | 15,805 | 0.27% | 0.24% | 282 | +2,946 | 5.13% | Q1 2026 | May 13, 2026 |
| RFG HOLDINGS, INC. | History | Added to | 60,282 | 15,789 | 3.98% | 3.55% | 283 | +5,419 | 9.88% | Q1 2026 | Apr 16, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 60,118 | 15,746 | 0.13% | 0.13% | 284 | -1,504 | -2.44% | Q1 2026 | May 01, 2026 |
| Plum Street Advisors, LLC | History | Added to | 59,686 | 15,632 | 5.41% | 5.41% | 285 | +844 | 1.43% | Q1 2026 | May 14, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Reduced | 59,575 | 15,603 | 2.52% | 2.44% | 286 | -1,210 | -1.99% | Q1 2026 | May 08, 2026 |
| Focused Wealth Management, Inc | History | Added to | 58,073 | 15,210 | 1.58% | 1.46% | 287 | +3,882 | 7.16% | Q1 2026 | Apr 20, 2026 |
| ATMOS ADVISORY, LLC | History | Added to | 57,413 | 15,037 | 8.54% | 8.46% | 288 | +834 | 1.47% | Q1 2026 | Apr 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 57,404 | 15,035 | 0.17% | 0.04% | 289 | +45,977 | 402.35% | Q1 2026 | May 15, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 56,971 | 14,921 | 3.92% | 3.73% | 290 | +946 | 1.69% | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 53,248 | 14,868 | 0.27% | 0.55% | 291 | +10,092 | 23.38% | Q1 2026 | May 01, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 56,691 | 14,848 | 0.64% | 0.64% | 292 | +276 | 0.49% | Q1 2026 | May 11, 2026 |
| GoalFusion Wealth Management, LLC | History | Added to | 56,670 | 14,842 | 6.73% | 6.67% | 293 | +788 | 1.41% | Q1 2026 | Apr 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 56,364 | 14,762 | 0.31% | 0.31% | 294 | -630 | -1.11% | Q1 2026 | Apr 27, 2026 |
| Savvy Advisors, Inc. | History | Added to | 56,306 | 14,747 | 0.39% | 0.44% | 295 | +3,696 | 7.03% | Q1 2026 | May 11, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 55,739 | 14,599 | 8.64% | 8.43% | 296 | +91 | 0.16% | Q1 2026 | Apr 16, 2026 |
| Trust Co of the South | History | Reduced | 55,631 | 14,570 | 2.34% | 2.43% | 297 | -2,919 | -4.99% | Q1 2026 | Apr 06, 2026 |
| White Wing Wealth Management | History | Added to | 55,450 | 14,523 | 8.72% | 8.52% | 298 | +109 | 0.2% | Q1 2026 | Apr 13, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 55,103 | 14,432 | 2.97% | 2.71% | 299 | +3,673 | 7.14% | Q1 2026 | Apr 24, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 54,990 | 14,402 | 4.3% | 4.17% | 300 | +1,101 | 2.04% | Q1 2026 | May 05, 2026 |
| Frisco Financial Planning LLC | History | Added to | 54,623 | 14,306 | 11.8% | 11.71% | 301 | +306 | 0.56% | Q1 2026 | May 12, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 53,701 | 14,065 | 0.92% | 0.91% | 302 | +532 | 1.0% | Q1 2026 | May 07, 2026 |
| Performance Wealth Partners, LLC | History | Added to | 53,459 | 14,001 | 0.41% | 0.07% | 303 | +43,102 | 416.16% | Q1 2026 | Apr 10, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 53,331 | 13,968 | 0.24% | 0.25% | 304 | -394 | -0.73% | Q1 2026 | May 04, 2026 |
| Ascent Wealth Partners, LLC | History | New | 53,150 | 13,921 | 1.62% | — | 305 | +53,150 | New | Q1 2026 | May 06, 2026 |
| Fiduciary Wealth Partners, LLC | History | Reduced | 52,967 | 13,873 | 9.08% | 7.5% | 306 | -17,920 | -25.28% | Q1 2026 | May 06, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 52,847 | 13,841 | 0.17% | 0.18% | 307 | +2,851 | 5.7% | Q1 2026 | Apr 23, 2026 |
| Ballentine Partners, LLC | History | Added to | 52,702 | 13,803 | 0.19% | 0.17% | 308 | +5,601 | 11.89% | Q1 2026 | May 14, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 48,121 | 13,770 | 4.14% | 4.13% | 309 | +1,699 | 3.66% | Q1 2026 | May 12, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 52,151 | 13,659 | 0.53% | 0.52% | 310 | -1,698 | -3.15% | Q1 2026 | May 12, 2026 |
| PDS Planning, Inc | History | Reduced | 52,005 | 13,621 | 0.9% | 0.9% | 311 | -71 | -0.14% | Q1 2026 | Apr 21, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 50,012 | 13,613 | 0.92% | 0.92% | 312 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Asset Management Group, Inc. | History | Reduced | 51,785 | 13,563 | 2.19% | 2.16% | 313 | -20 | -0.04% | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 47,787 | 13,542 | 0.17% | 0.16% | 314 | -218 | -0.45% | Q1 2026 | May 06, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Reduced | 51,535 | 13,498 | 1.99% | 2.09% | 315 | -1,165 | -2.21% | Q1 2026 | Apr 24, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 51,226 | 13,467 | 0.5% | 0.27% | 316 | +44,728 | 688.33% | Q1 2026 | May 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 51,243 | 13,421 | 0.82% | 0.55% | 317 | -845,121 | -94.28% | Q1 2026 | May 12, 2026 |
| Roberts Wealth Advisors, LLC | History | Added to | 51,214 | 13,413 | 3.41% | 3.31% | 318 | +2,016 | 4.1% | Q1 2026 | Apr 07, 2026 |
| Rossmore Private Capital | History | Reduced | 51,126 | 13,391 | 1.17% | 1.2% | 319 | -1,177 | -2.25% | Q1 2026 | May 01, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 50,797 | 13,304 | 0.52% | 0.03% | 320 | +49,626 | 4237.92% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 50,100 | 13,196 | 0.12% | 0.12% | 321 | +5,785 | 13.05% | Q1 2026 | Apr 07, 2026 |
| Arbor Wealth Advisors LLC | History | Added to | 50,376 | 13,194 | 9.26% | 9.26% | 322 | +6 | 0.01% | Q1 2026 | Apr 22, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 50,262 | 13,164 | 0.21% | 0.21% | 323 | -613 | -1.2% | Q1 2026 | Apr 27, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 50,000 | 13,109 | 0.13% | 0.14% | 324 | -352 | -0.7% | Q1 2026 | May 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 49,679 | 13,011 | 0.31% | 0.3% | 325 | +1,307 | 2.7% | Q1 2026 | May 11, 2026 |
| KTF INVESTMENTS, LLC | History | Reduced | 49,572 | 12,983 | 2.22% | 2.15% | 326 | -1,066 | -2.11% | Q1 2026 | May 04, 2026 |
| St. Louis Trust Co | History | Reduced | 49,347 | 12,924 | 1.51% | 1.48% | 327 | -580 | -1.16% | Q1 2026 | May 14, 2026 |
| CRA Financial Services, LLC | History | Reduced | 49,303 | 12,913 | 1.68% | 1.75% | 328 | -2,584 | -4.98% | Q1 2026 | Apr 09, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Reduced | 49,228 | 12,893 | 0.55% | 0.53% | 329 | -146 | -0.3% | Q1 2026 | Apr 29, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 49,013 | 12,837 | 0.79% | 0.82% | 330 | +1,767 | 3.74% | Q1 2026 | Apr 28, 2026 |
| Dakota Wealth Management | History | Reduced | 48,744 | 12,767 | 0.28% | 0.23% | 331 | -1,479 | -2.94% | Q1 2026 | May 07, 2026 |
| NorthRock Partners, LLC | History | Reduced | 48,648 | 12,742 | 0.21% | 0.24% | 332 | -5,377 | -9.95% | Q1 2026 | May 15, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 48,428 | 12,684 | 0.21% | 0.14% | 333 | +15,470 | 46.94% | Q1 2026 | May 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 48,254 | 12,638 | 0.07% | 0.07% | 334 | -31,433 | -39.45% | Q1 2026 | Apr 29, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 48,214 | 12,628 | 2.78% | 2.54% | 335 | +1,185 | 2.52% | Q1 2026 | Apr 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 48,052 | 12,585 | 2.66% | 2.59% | 336 | +431 | 0.91% | Q1 2026 | May 05, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 47,917 | 12,550 | 0.71% | 0.7% | 337 | +2,725 | 6.03% | Q1 2026 | Apr 09, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 47,887 | 12,542 | 5.28% | 5.31% | 338 | -838 | -1.72% | Q1 2026 | May 15, 2026 |
| High Note Wealth, LLC | History | Reduced | 47,743 | 12,504 | 2.46% | 2.41% | 339 | -50 | -0.1% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 47,693 | 12,491 | 0.14% | 0.14% | 340 | +300 | 0.63% | Q1 2026 | Apr 28, 2026 |
| David Kennon Inc | History | Added to | 47,376 | 12,408 | 4.45% | 4.34% | 341 | +23 | 0.05% | Q1 2026 | Apr 28, 2026 |
| WHITTIER TRUST CO | History | Reduced | 46,416 | 12,323 | 0.14% | 0.14% | 342 | -1,374 | -2.88% | Q1 2026 | Apr 28, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 46,912 | 12,287 | 3.47% | 2.94% | 343 | +7,528 | 19.11% | Q1 2026 | Apr 30, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 46,723 | 12,237 | 3.04% | 3.01% | 344 | -354 | -0.75% | Q1 2026 | Apr 28, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 46,569 | 12,197 | 1.09% | — | 345 | +46,569 | New | Q1 2026 | Apr 08, 2026 |
| GeoWealth Management, LLC | History | Reduced | 46,501 | 12,179 | 0.44% | 0.45% | 346 | -991 | -2.09% | Q1 2026 | May 13, 2026 |
| James J. Burns & Company, LLC | History | Added to | 46,360 | 12,142 | 1.65% | 1.6% | 347 | +1,407 | 3.13% | Q1 2026 | Apr 17, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 46,835 | 12,081 | 1.08% | 1.08% | 348 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Mason & Associates, LLC | History | Reduced | 45,904 | 12,023 | 2.75% | 2.74% | 349 | -837 | -1.79% | Q1 2026 | Apr 21, 2026 |
| JDM Financial Group LLC | History | Added to | 94,414 | 11,972 | 4.62% | 4.34% | 350 | +3,911 | 4.32% | Q1 2026 | May 20, 2026 |
| Spectrum Financial Alliance Ltd LLC | History | Added to | 45,501 | 11,917 | 2.29% | 2.3% | 351 | +311 | 0.69% | Q1 2026 | May 01, 2026 |
| DORVAL Corp | History | Added to | 45,444 | 11,902 | 3.69% | 3.72% | 352 | +240 | 0.53% | Q1 2026 | Apr 22, 2026 |
| CSM Advisors, LLC | History | Added to | 45,387 | 11,886 | 0.29% | 0.3% | 353 | +2,285 | 5.3% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Reduced | 44,099 | 11,550 | 0.28% | 0.24% | 354 | -619 | -1.38% | Q1 2026 | May 11, 2026 |
| Silverleafe Capital Partners, LLC | History | Added to | 44,013 | 11,527 | 3.4% | 2.44% | 355 | +12,168 | 38.21% | Q1 2026 | Apr 02, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 44,011 | 11,527 | 0.81% | 0.7% | 356 | -7,299 | -14.23% | Q1 2026 | May 11, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 42,049 | 11,483 | 2.18% | 2.14% | 357 | +257 | 0.61% | Q1 2026 | Apr 09, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 43,816 | 11,476 | 0.54% | 0.42% | 358 | +9,839 | 28.96% | Q1 2026 | Apr 28, 2026 |
| Cynosure Group, LLC | History | Added to | 43,741 | 11,456 | 1.43% | 1.15% | 359 | +92 | 0.21% | Q1 2026 | May 13, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Added to | 43,621 | 11,425 | 2.57% | 2.34% | 360 | +860 | 2.01% | Q1 2026 | Apr 23, 2026 |
| Fonville Wealth Management LLC | History | Added to | 43,425 | 11,373 | 2.16% | 2.28% | 361 | +246 | 0.57% | Q1 2026 | Apr 20, 2026 |
| Fee-Only Financial Planning, L.C. | History | Reduced | 42,989 | 11,259 | 6.8% | 6.55% | 362 | -571 | -1.31% | Q1 2026 | Apr 28, 2026 |
| Wealth Analytics Partners, LLC | History | Reduced | 42,752 | 11,197 | 4.55% | 4.39% | 363 | -638 | -1.47% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 42,447 | 11,117 | 0.11% | 0.13% | 364 | -9,007 | -17.5% | Q1 2026 | May 08, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 42,381 | 11,100 | 1.49% | 0.92% | 365 | +16,160 | 61.63% | Q1 2026 | Apr 08, 2026 |
| BOKF, NA | History | Added to | 42,356 | 11,093 | 0.17% | 0.14% | 366 | +6,852 | 19.3% | Q1 2026 | May 08, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 42,216 | 11,057 | 2.42% | 2.35% | 367 | -387 | -0.91% | Q1 2026 | Apr 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 42,163 | 11,043 | 0.0% | 0.0% | 368 | +17,715 | 72.46% | Q1 2026 | May 13, 2026 |
| Agate Pass Investment Management, LLC | History | Reduced | 42,156 | 11,041 | 4.32% | 4.11% | 369 | -719 | -1.68% | Q1 2026 | Apr 07, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 42,079 | 11,021 | 0.74% | 0.96% | 370 | +1,110 | 2.71% | Q1 2026 | May 07, 2026 |
| Code Waechter LLC | History | Added to | 42,027 | 11,007 | 6.54% | 6.29% | 371 | +4,065 | 10.71% | Q1 2026 | Apr 15, 2026 |
| Capital Management Associates, Inc | History | Added to | 41,904 | 10,975 | 2.48% | 2.36% | 372 | +490 | 1.18% | Q1 2026 | Apr 22, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Reduced | 41,765 | 10,939 | 8.22% | 8.26% | 373 | -358 | -0.85% | Q1 2026 | Apr 16, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 41,763 | 10,938 | 0.38% | 0.32% | 374 | +5,190 | 14.19% | Q1 2026 | May 11, 2026 |
| Capital Planning LLC | History | Reduced | 41,738 | 10,932 | 3.56% | 3.3% | 375 | -3,266 | -7.26% | Q1 2026 | Apr 29, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 41,627 | 10,903 | 0.2% | 0.19% | 376 | -60 | -0.14% | Q1 2026 | Apr 10, 2026 |
| Berman McAleer LLC | History | Reduced | 41,371 | 10,835 | 1.48% | 1.49% | 377 | -790 | -1.87% | Q1 2026 | Apr 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 41,138 | 10,774 | 0.17% | 0.13% | 378 | +17,083 | 71.02% | Q1 2026 | May 15, 2026 |
| 25 LLC | History | Added to | 41,067 | 10,756 | 3.32% | 3.29% | 379 | +820 | 2.04% | Q1 2026 | Apr 20, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 41,025 | 10,745 | 0.27% | 0.29% | 380 | -2,481 | -5.7% | Q1 2026 | Apr 07, 2026 |
| Apriem Advisors | History | Added to | 40,996 | 10,737 | 1.02% | 0.33% | 381 | +26,875 | 190.32% | Q1 2026 | May 14, 2026 |
| TD Capital Management LLC | History | Reduced | 40,805 | 10,687 | 0.96% | 0.94% | 382 | -275 | -0.67% | Q1 2026 | May 11, 2026 |
| Ellevest, Inc. | History | Added to | 40,685 | 10,656 | 1.48% | 1.4% | 383 | +1,334 | 3.39% | Q1 2026 | May 11, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Reduced | 40,644 | 10,645 | 5.7% | 5.76% | 384 | -786 | -1.9% | Q1 2026 | Apr 20, 2026 |
| Horizons Wealth Management | History | Reduced | 40,388 | 10,578 | 6.94% | 6.94% | 385 | -689 | -1.68% | Q1 2026 | Apr 02, 2026 |
| Brooklyn FI, LLC | History | Added to | 40,246 | 10,541 | 2.22% | 2.15% | 386 | +1,253 | 3.21% | Q1 2026 | May 11, 2026 |
| Red Wave Investments LLC | History | Reduced | 40,201 | 10,529 | 3.15% | 3.26% | 387 | -2,340 | -5.5% | Q1 2026 | May 08, 2026 |
| BlueSky Wealth Advisors, LLC | History | Added to | 40,153 | 10,516 | 1.35% | 1.34% | 388 | +623 | 1.58% | Q1 2026 | Apr 16, 2026 |
| Beacon Financial Strategies CORP | History | Reduced | 40,062 | 10,493 | 5.96% | 5.95% | 389 | -1,249 | -3.02% | Q1 2026 | Apr 08, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 39,958 | 10,465 | 0.14% | 0.13% | 390 | +256 | 0.64% | Q1 2026 | May 04, 2026 |
| CULBERTSON A N & CO INC | History | Added to | 39,650 | 10,385 | 1.35% | 1.4% | 391 | +24 | 0.06% | Q1 2026 | May 12, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 39,553 | 10,359 | 0.17% | 0.19% | 392 | -3,171 | -7.42% | Q1 2026 | Apr 22, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 39,546 | 10,357 | 0.54% | 0.52% | 393 | +1,822 | 4.83% | Q1 2026 | Apr 17, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 39,232 | 10,275 | 3.06% | 3.21% | 394 | -5,060 | -11.42% | Q1 2026 | Apr 20, 2026 |
| Single Point Partners, LLC | History | Reduced | 39,227 | 10,274 | 2.04% | 2.0% | 395 | -58 | -0.15% | Q1 2026 | Apr 15, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Reduced | 39,215 | 10,271 | 0.84% | 0.8% | 396 | -218 | -0.55% | Q1 2026 | Apr 16, 2026 |
| Gotham Asset Management, LLC | History | Added to | 39,210 | 10,269 | 0.03% | 0.03% | 397 | +6,163 | 18.65% | Q1 2026 | May 15, 2026 |
| Napier Financial, LLC | History | Added to | 39,120 | 10,246 | 2.35% | 2.51% | 398 | +203 | 0.52% | Q1 2026 | May 05, 2026 |
| Kearns & Associates LLC | History | Added to | 39,066 | 10,232 | 5.5% | 5.2% | 399 | +38 | 0.1% | Q1 2026 | Apr 20, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 39,004 | 10,216 | 2.56% | 2.5% | 400 | +1,590 | 4.25% | Q1 2026 | Apr 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 38,740 | 10,146 | 0.22% | 0.22% | 401 | -194 | -0.5% | Q1 2026 | May 14, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 38,583 | 10,105 | 2.08% | 2.1% | 402 | +1,504 | 4.06% | Q1 2026 | May 12, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 38,347 | 10,043 | 0.61% | 0.64% | 403 | -2,209 | -5.45% | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 39,554 | 10,040 | 0.36% | 0.34% | 404 | +5,537 | 16.28% | Q1 2026 | May 15, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 38,056 | 9,967 | 4.38% | 4.33% | 405 | +1,800 | 4.96% | Q1 2026 | Apr 22, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 37,423 | 9,801 | 0.41% | 0.39% | 406 | -945 | -2.46% | Q1 2026 | Apr 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 37,318 | 9,774 | 0.11% | 0.1% | 407 | +2,242 | 6.39% | Q1 2026 | May 13, 2026 |
| Cornerstone National Bank & Trust Co | History | Reduced | 37,085 | 9,768 | 3.6% | 3.83% | 408 | -157 | -0.42% | Q1 2026 | Apr 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 37,141 | 9,727 | 0.19% | 0.18% | 409 | +1,533 | 4.31% | Q1 2026 | Apr 14, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 37,101 | 9,717 | 2.65% | 2.47% | 410 | +97 | 0.26% | Q1 2026 | Apr 29, 2026 |
| SouthState Bank Corp | History | Reduced | 37,022 | 9,696 | 0.45% | 0.46% | 411 | -2,730 | -6.87% | Q1 2026 | May 05, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 36,847 | 9,650 | 0.98% | 0.94% | 412 | +623 | 1.72% | Q1 2026 | May 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 36,590 | 9,583 | 0.14% | 0.15% | 413 | -555 | -1.49% | Q1 2026 | May 13, 2026 |
| Smith & Howard Wealth Management, LLC | History | Reduced | 36,522 | 9,565 | 2.07% | 2.7% | 414 | -10,006 | -21.51% | Q1 2026 | Apr 27, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 36,415 | 9,537 | 4.32% | 4.18% | 415 | +1,190 | 3.38% | Q1 2026 | May 11, 2026 |
| Field & Main Bank | History | Added to | 36,399 | 9,533 | 2.77% | 2.7% | 416 | +65 | 0.18% | Q1 2026 | Apr 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 35,848 | 9,389 | 0.41% | 0.44% | 417 | -59 | -0.16% | Q1 2026 | Apr 28, 2026 |
| Visionary Wealth Advisors | History | Reduced | 35,793 | 9,374 | 0.41% | 0.42% | 418 | -170 | -0.47% | Q1 2026 | May 13, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 35,711 | 9,353 | 1.02% | 0.99% | 419 | -688 | -1.89% | Q1 2026 | May 05, 2026 |
| Valmark Advisers, Inc. | History | Added to | 35,517 | 9,302 | 0.11% | 0.11% | 420 | +444 | 1.27% | Q1 2026 | May 01, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 35,399 | 9,271 | 0.31% | 0.32% | 421 | -476 | -1.33% | Q1 2026 | May 14, 2026 |
| WESBANCO BANK INC | History | Added to | 35,266 | 9,236 | 0.26% | 0.24% | 422 | +2,141 | 6.46% | Q1 2026 | Apr 21, 2026 |
| Krane Financial Solutions LLC | History | New | 35,096 | 9,192 | 6.25% | — | 423 | +35,096 | New | Q1 2026 | May 29, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 35,091 | 9,191 | 3.56% | 3.47% | 424 | +7,202 | 25.82% | Q1 2026 | Apr 22, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 35,076 | 9,187 | 0.69% | 0.65% | 425 | +3,942 | 12.66% | Q1 2026 | Apr 30, 2026 |
| COMMERCE BANK | History | Added to | 35,006 | 9,168 | 0.04% | 0.03% | 426 | +12,395 | 54.82% | Q1 2026 | May 11, 2026 |
| Verum Partners LLC | History | Reduced | 34,990 | 9,164 | 1.74% | 1.86% | 427 | -713 | -2.0% | Q1 2026 | Apr 15, 2026 |
| Capital Advantage, Inc. | History | Added to | 34,623 | 9,068 | 1.19% | 1.11% | 428 | +2,651 | 8.29% | Q1 2026 | Apr 10, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 34,533 | 9,044 | 1.8% | 0.35% | 429 | +28,751 | 497.25% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 34,328 | 8,991 | 0.19% | 0.2% | 430 | -945 | -2.68% | Q1 2026 | Apr 13, 2026 |
| Sigma Planning Corp | History | Added to | 34,252 | 8,971 | 0.25% | 0.17% | 431 | +10,776 | 45.9% | Q1 2026 | May 04, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 33,944 | 8,890 | 1.33% | 1.3% | 432 | -371 | -1.08% | Q1 2026 | Apr 09, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 33,799 | 8,852 | 0.19% | 0.19% | 433 | -384 | -1.12% | Q1 2026 | Apr 07, 2026 |
| Brick & Kyle, Associates | History | Reduced | 33,768 | 8,844 | 2.92% | 3.6% | 434 | -5,644 | -14.32% | Q1 2026 | Jul 02, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Reduced | 33,449 | 8,760 | 2.63% | 3.44% | 435 | -10,647 | -24.15% | Q1 2026 | May 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 33,428 | 8,755 | 0.29% | 0.27% | 436 | +1,051 | 3.25% | Q1 2026 | May 14, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 33,345 | 8,733 | 2.61% | 2.53% | 437 | +168 | 0.51% | Q1 2026 | May 05, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 33,330 | 8,729 | 0.09% | 0.06% | 438 | +7,517 | 29.12% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 33,185 | 8,716 | 0.14% | 0.15% | 439 | -2,525 | -7.07% | Q1 2026 | Apr 14, 2026 |
| Five Pine Wealth Management | History | Added to | 32,797 | 8,590 | 5.34% | 5.42% | 440 | +47 | 0.14% | Q1 2026 | Apr 16, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 32,778 | 8,585 | 0.02% | 0.03% | 441 | -6,206 | -15.92% | Q1 2026 | May 14, 2026 |
| OFS Enterprise LLC | History | New | 32,681 | 8,559 | 2.52% | — | 442 | +32,681 | New | Q1 2026 | Apr 09, 2026 |
| Midwest Trust Co | History | Added to | 32,580 | 8,533 | 0.11% | 0.1% | 443 | +1,213 | 3.87% | Q1 2026 | May 01, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 32,494 | 8,511 | 1.68% | 1.7% | 444 | +59 | 0.18% | Q1 2026 | May 12, 2026 |
| Evolution Advisers, Inc. | History | Added to | 32,481 | 8,506 | 3.59% | 3.56% | 445 | +615 | 1.93% | Q1 2026 | May 01, 2026 |
| Elite Financial, Inc. | History | Reduced | 32,331 | 8,468 | 3.8% | 3.83% | 446 | -315 | -0.96% | Q1 2026 | May 12, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 32,288 | 8,456 | 5.47% | 5.08% | 447 | +1,934 | 6.37% | Q1 2026 | May 08, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 31,898 | 8,354 | 1.45% | 1.32% | 448 | +2,282 | 7.71% | Q1 2026 | Apr 17, 2026 |
| Haverford Trust Co | History | Reduced | 31,881 | 8,350 | 0.08% | 0.08% | 449 | -3,286 | -9.34% | Q1 2026 | May 11, 2026 |
| Prosperity Advisers, LLC | History | Added to | 31,873 | 8,348 | 6.94% | 6.63% | 450 | +744 | 2.39% | Q1 2026 | Apr 23, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 31,865 | 8,346 | 3.51% | 3.59% | 451 | +3 | 0.01% | Q1 2026 | May 11, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 31,828 | 8,336 | 0.28% | 0.27% | 452 | -435 | -1.35% | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 31,803 | 8,329 | 0.26% | 0.26% | 453 | +66 | 0.21% | Q1 2026 | Apr 08, 2026 |
| Rinkey Investments | History | Added to | 31,727 | 8,309 | 2.13% | 2.02% | 454 | +914 | 2.97% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 32,189 | 8,303 | 0.15% | 0.15% | 455 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| First Bancorp, Inc /ME/ | History | Added to | 31,647 | 8,288 | 4.12% | 4.24% | 456 | +727 | 2.35% | Q1 2026 | Apr 20, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 31,646 | 8,288 | 1.61% | 1.59% | 457 | -700 | -2.16% | Q1 2026 | Apr 16, 2026 |
| Ramiah Investment Group | History | Added to | 31,598 | 8,276 | 8.32% | 7.67% | 458 | +1,243 | 4.09% | Q1 2026 | Apr 21, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 31,594 | 8,275 | 0.23% | 0.22% | 459 | +526 | 1.69% | Q1 2026 | May 14, 2026 |
| Oldfather Financial Services, LLC | History | No change | 32,013 | 8,257 | 2.46% | 2.46% | 460 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 31,457 | 8,239 | 1.82% | 1.89% | 461 | -1,495 | -4.54% | Q1 2026 | Apr 03, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 31,304 | 8,199 | 0.64% | 0.63% | 462 | +14 | 0.04% | Q1 2026 | May 28, 2026 |
| ARROW FINANCIAL CORP | History | Reduced | 31,275 | 8,191 | 0.82% | 1.16% | 463 | -13,973 | -30.88% | Q1 2026 | May 11, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 31,236 | 8,181 | 0.25% | 0.27% | 464 | -1,567 | -4.78% | Q1 2026 | Apr 27, 2026 |
| Texas Yale Capital Corp. | History | Added to | 31,052 | 8,133 | 0.23% | 0.23% | 465 | +1,440 | 4.86% | Q1 2026 | May 04, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 30,988 | 8,116 | 1.18% | 1.2% | 466 | +704 | 2.32% | Q1 2026 | May 11, 2026 |
| Vise Technologies, Inc. | History | No change | 31,433 | 8,108 | 0.16% | 0.16% | 467 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Roundview Capital LLC | History | Added to | 30,793 | 8,065 | 0.5% | 0.48% | 468 | +628 | 2.08% | Q1 2026 | May 08, 2026 |
| Latigo Investments, LLC | History | No change | 30,671 | 8,033 | 4.0% | 3.89% | 469 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 30,631 | 8,022 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Reduced | 30,620 | 8,019 | 0.17% | 0.2% | 471 | -4,740 | -13.4% | Q1 2026 | May 01, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 30,536 | 7,998 | 0.42% | 0.41% | 472 | -223 | -0.72% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Reduced | 30,510 | 7,991 | 0.17% | 0.16% | 473 | -126 | -0.41% | Q1 2026 | May 15, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 30,385 | 7,958 | 0.06% | 0.06% | 474 | +293 | 0.97% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Added to | 30,065 | 7,874 | 0.14% | 0.1% | 475 | +10,448 | 53.26% | Q1 2026 | Apr 17, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 29,912 | 7,834 | 0.04% | 0.02% | 476 | -1,236 | -3.97% | Q1 2026 | May 14, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 29,830 | 7,813 | 0.97% | 0.94% | 477 | +394 | 1.34% | Q1 2026 | Apr 16, 2026 |
| JNBA Financial Advisors | History | Reduced | 29,595 | 7,751 | 0.65% | 0.69% | 478 | -1,226 | -3.98% | Q1 2026 | Apr 22, 2026 |
| STEPH & CO | History | Reduced | 29,555 | 7,741 | 2.21% | 2.56% | 479 | -4,814 | -14.01% | Q1 2026 | Apr 17, 2026 |
| Fund Evaluation Group, LLC | History | New | 29,430 | 7,708 | 0.24% | — | 480 | +29,430 | New | Q1 2026 | May 08, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 29,374 | 7,693 | 2.78% | 2.66% | 482 | +1,699 | 6.14% | Q1 2026 | Apr 27, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 29,373 | 7,693 | 2.21% | 2.25% | 481 | +565 | 1.96% | Q1 2026 | Apr 13, 2026 |
| Arkos Global Advisors | History | Reduced | 29,345 | 7,686 | 0.96% | 0.98% | 483 | -311 | -1.05% | Q1 2026 | May 13, 2026 |
| Plus Group Wealth Advisors LLC | History | Added to | 29,339 | 7,684 | 8.45% | 8.23% | 484 | +561 | 1.95% | Q1 2026 | Apr 07, 2026 |
| NavPoint Financial, Inc. | History | Reduced | 29,137 | 7,631 | 3.09% | 3.22% | 485 | -47 | -0.16% | Q1 2026 | Apr 24, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 29,126 | 7,628 | 0.09% | 0.09% | 486 | -808 | -2.7% | Q1 2026 | May 15, 2026 |
| GreatBanc Trust CO | History | Reduced | 29,104 | 7,622 | 5.33% | 5.31% | 487 | -125 | -0.43% | Q1 2026 | Apr 30, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Reduced | 29,057 | 7,610 | 0.33% | 0.32% | 488 | -119 | -0.41% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 28,626 | 7,497 | 0.48% | 0.48% | 489 | +378 | 1.34% | Q1 2026 | Apr 15, 2026 |
| Gilman Hill Asset Management, LLC | History | Reduced | 28,450 | 7,451 | 1.12% | 1.23% | 490 | -1,723 | -5.71% | Q1 2026 | Apr 08, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 28,393 | 7,436 | 0.97% | 0.97% | 491 | -1,806 | -5.98% | Q1 2026 | May 08, 2026 |
| BIP Wealth, LLC | History | Reduced | 28,381 | 7,433 | 0.3% | 0.27% | 492 | -1,348 | -4.53% | Q1 2026 | Apr 27, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 28,320 | 7,417 | 0.01% | — | 493 | +28,320 | New | Q1 2026 | May 14, 2026 |
| Creekside Partners | History | Added to | 28,226 | 7,393 | 3.04% | 3.04% | 494 | +319 | 1.14% | Q1 2026 | Apr 21, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 28,196 | 7,385 | 0.12% | 0.13% | 495 | +3,442 | 13.9% | Q1 2026 | Apr 21, 2026 |
| RW Investment Management LLC | History | New | 28,076 | 7,353 | 0.71% | — | 496 | +28,076 | New | Q1 2026 | Apr 28, 2026 |
| Rareview Capital LLC | History | Added to | 31,013 | 7,349 | 4.31% | 4.6% | 497 | +1,095 | 3.66% | Q1 2026 | Apr 27, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Added to | 28,042 | 7,344 | 3.47% | 3.27% | 498 | +772 | 2.83% | Q1 2026 | Apr 13, 2026 |
| Prepared Retirement Institute LLC | History | Reduced | 28,024 | 7,340 | 3.64% | 3.73% | 499 | -682 | -2.38% | Q1 2026 | May 15, 2026 |
| First PREMIER Bank | History | Added to | 28,009 | 7,336 | 1.69% | 1.57% | 500 | +1,413 | 5.31% | Q1 2026 | Apr 20, 2026 |
| Colony Family Offices, LLC | History | Reduced | 27,902 | 7,308 | 1.8% | 1.9% | 501 | -1,551 | -5.27% | Q1 2026 | Apr 21, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 27,635 | 7,238 | 2.47% | 2.6% | 502 | -286 | -1.02% | Q1 2026 | Apr 14, 2026 |
| Retirement Management Systems Inc. | History | Added to | 27,581 | 7,224 | 1.74% | 1.7% | 503 | +1,820 | 7.06% | Q1 2026 | Apr 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 27,537 | 7,212 | 0.04% | 0.04% | 504 | -1,624 | -5.57% | Q1 2026 | Apr 30, 2026 |
| HighRoad Wealth Advisors, LLC | History | Reduced | 27,295 | 7,149 | 6.98% | 6.81% | 505 | -338 | -1.22% | Q1 2026 | Apr 14, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 27,161 | 7,113 | 0.3% | 0.29% | 506 | +655 | 2.47% | Q1 2026 | May 07, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Added to | 27,097 | 7,097 | 4.36% | 0.81% | 507 | +22,395 | 476.29% | Q1 2026 | May 04, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 26,925 | 7,052 | 0.98% | 0.89% | 508 | +2,340 | 9.52% | Q1 2026 | May 14, 2026 |
| Essex Financial Services, Inc. | History | Added to | 26,921 | 7,051 | 0.4% | 0.37% | 509 | +1,663 | 6.58% | Q1 2026 | Apr 24, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 26,814 | 7,023 | 2.19% | 2.11% | 510 | +994 | 3.85% | Q1 2026 | Apr 10, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Reduced | 26,726 | 7,000 | 2.02% | 2.43% | 511 | -4,100 | -13.3% | Q1 2026 | May 07, 2026 |
| Duncan Williams Asset Management, LLC | History | Added to | 26,711 | 6,996 | 1.94% | 1.8% | 512 | +90 | 0.34% | Q1 2026 | May 05, 2026 |
| BTG Pactual Asset Management US LLC | History | Reduced | 26,683 | 6,988 | 0.6% | 0.7% | 513 | -3,561 | -11.77% | Q1 2026 | May 14, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 26,320 | 6,893 | 2.97% | 2.77% | 514 | +2,387 | 9.97% | Q1 2026 | Apr 29, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Added to | 26,226 | 6,869 | 5.19% | 4.72% | 515 | +2,224 | 9.27% | Q1 2026 | May 15, 2026 |
| NWAM LLC | History | Reduced | 26,212 | 6,865 | 0.4% | 0.48% | 516 | -6,311 | -19.4% | Q1 2026 | May 04, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 26,143 | 6,847 | 0.65% | 0.67% | 517 | -1,423 | -5.16% | Q1 2026 | Apr 17, 2026 |
| Accredited Investors Inc. | History | Added to | 26,080 | 6,830 | 0.37% | 0.35% | 518 | +779 | 3.08% | Q1 2026 | Apr 30, 2026 |
| Continuum Advisory, LLC | History | Added to | 26,071 | 6,828 | 0.66% | 0.66% | 519 | +418 | 1.63% | Q1 2026 | Apr 22, 2026 |
| REAP Financial Group, LLC | History | Added to | 25,982 | 6,805 | 1.34% | 1.32% | 520 | +844 | 3.36% | Q1 2026 | May 11, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 25,976 | 6,803 | 0.18% | 0.17% | 521 | +579 | 2.28% | Q1 2026 | May 14, 2026 |
| Greenhouse Wealth Management, LLC | History | Added to | 25,935 | 6,783 | 4.19% | 3.95% | 522 | +18 | 0.07% | Q1 2026 | Apr 23, 2026 |
| Root Financial Partners, LLC | History | Added to | 25,834 | 6,766 | 0.31% | 0.26% | 523 | +6,093 | 30.86% | Q1 2026 | Apr 24, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 25,712 | 6,734 | 0.9% | 0.92% | 524 | -1,173 | -4.36% | Q1 2026 | Apr 09, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 25,657 | 6,720 | 0.13% | 0.14% | 525 | -2,851 | -10.0% | Q1 2026 | Apr 16, 2026 |
| Belpointe Asset Management LLC | History | Added to | 25,580 | 6,700 | 0.24% | 0.18% | 526 | +6,594 | 34.73% | Q1 2026 | Apr 28, 2026 |
| American Investment Services, Inc. | History | Added to | 25,368 | 6,644 | 1.48% | 1.49% | 527 | +411 | 1.65% | Q1 2026 | May 13, 2026 |
| Brightwater Advisory LLC | History | Added to | 25,084 | 6,570 | 4.35% | 4.31% | 528 | +365 | 1.48% | Q1 2026 | Apr 30, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 24,985 | 6,544 | 0.22% | 0.22% | 529 | +241 | 0.97% | Q1 2026 | Apr 17, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 24,909 | 6,524 | 0.75% | 1.31% | 530 | -18,626 | -42.78% | Q1 2026 | Apr 15, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 24,872 | 6,514 | 0.13% | 0.12% | 531 | +464 | 1.9% | Q1 2026 | May 12, 2026 |
| Ruggaard & Associates LLC | History | Reduced | 24,864 | 6,512 | 2.58% | 2.56% | 532 | -348 | -1.38% | Q1 2026 | May 26, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Added to | 24,735 | 6,478 | 0.76% | 0.58% | 533 | +3,784 | 18.06% | Q1 2026 | May 15, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | Reduced | 24,698 | 6,468 | 0.58% | 0.67% | 534 | -551 | -2.18% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 24,666 | 6,462 | 0.05% | 0.05% | 535 | -189 | -0.76% | Q1 2026 | May 14, 2026 |
| Certified Advisory Corp | History | Added to | 24,656 | 6,457 | 0.58% | 0.56% | 536 | +928 | 3.91% | Q1 2026 | Apr 17, 2026 |
| PENNEY FINANCIAL, LLC | History | Reduced | 24,416 | 6,395 | 2.45% | 2.45% | 537 | -234 | -0.95% | Q1 2026 | Apr 22, 2026 |
| Jacobsen Capital Management | History | Added to | 24,371 | 6,383 | 2.16% | 2.03% | 538 | +216 | 0.89% | Q1 2026 | Apr 24, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 23,997 | 6,285 | 1.88% | 1.74% | 539 | +2,431 | 11.27% | Q1 2026 | Apr 06, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 23,858 | 6,248 | 0.01% | 0.01% | 540 | -1,212 | -4.83% | Q1 2026 | May 13, 2026 |
| Family Investment Center, Inc. | History | Reduced | 23,825 | 6,240 | 1.2% | 1.29% | 541 | -883 | -3.57% | Q1 2026 | Apr 24, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 23,814 | 6,236 | 4.19% | 3.98% | 542 | +1,583 | 7.12% | Q1 2026 | Apr 14, 2026 |
| WEST BANCORPORATION INC | History | Added to | 23,672 | 6,200 | 3.09% | 3.09% | 543 | +828 | 3.62% | Q1 2026 | Apr 23, 2026 |
| Grove Bank & Trust | History | Added to | 23,665 | 6,198 | 0.7% | 0.68% | 544 | +259 | 1.11% | Q1 2026 | Apr 08, 2026 |
| NewCorp Financial Services, Inc. | History | Added to | 23,623 | 6,187 | 5.36% | 5.29% | 545 | +485 | 2.1% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 23,572 | 6,173 | 1.69% | 1.68% | 546 | +1,135 | 5.06% | Q1 2026 | May 13, 2026 |
| Farrell Financial LLC | History | Reduced | 23,542 | 6,166 | 3.68% | 3.73% | 547 | -970 | -3.96% | Q1 2026 | Apr 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 23,515 | 6,158 | 0.81% | 0.82% | 548 | +720 | 3.16% | Q1 2026 | Apr 28, 2026 |
| Aurelius Family Office LLC | History | Added to | 23,464 | 6,145 | 2.67% | 2.63% | 549 | +420 | 1.82% | Q1 2026 | Apr 08, 2026 |
| Carr Financial Group Corp | History | Added to | 23,459 | 6,144 | 1.62% | 1.45% | 550 | +2,300 | 10.87% | Q1 2026 | May 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 23,391 | 6,126 | 0.11% | 0.09% | 551 | +5,032 | 27.41% | Q1 2026 | Apr 20, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 23,359 | 6,118 | 1.37% | 1.48% | 552 | -624 | -2.6% | Q1 2026 | May 14, 2026 |
| Frontier Asset Management, LLC | History | Added to | 23,311 | 6,105 | 1.28% | 1.32% | 553 | +1,169 | 5.28% | Q1 2026 | May 06, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 23,257 | 6,091 | 1.98% | 1.35% | 554 | +6,914 | 42.31% | Q1 2026 | Apr 21, 2026 |
| Stonebridge Capital Advisors LLC | History | Added to | 23,238 | 6,086 | 0.43% | 0.41% | 555 | +284 | 1.24% | Q1 2026 | May 14, 2026 |
| S.A. Mason LLC | History | Added to | 23,192 | 6,074 | 2.28% | 2.22% | 557 | +1,457 | 6.7% | Q1 2026 | Apr 27, 2026 |
| Winthrop Partners - WNY, LLC | History | Reduced | 23,193 | 6,074 | 3.24% | 3.27% | 556 | -351 | -1.49% | Q1 2026 | May 07, 2026 |
| CITIGROUP INC | History | Added to | 23,074 | 6,043 | 0.0% | 0.0% | 558 | +947 | 4.28% | Q1 2026 | May 11, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 23,056 | 6,038 | 0.12% | 0.12% | 559 | +24 | 0.1% | Q1 2026 | May 14, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 22,973 | 6,017 | 0.87% | 0.86% | 560 | -171 | -0.74% | Q1 2026 | May 13, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 22,969 | 6,016 | 2.29% | 2.46% | 561 | +3,330 | 16.96% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 22,913 | 6,001 | 0.12% | 0.11% | 562 | +1,194 | 5.5% | Q1 2026 | Apr 15, 2026 |
| Ariston Services Group | History | Closed out | 0 | 5,961 | 3.57% | 3.26% | 563 | -21,523 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 22,721 | 5,951 | 0.09% | 0.09% | 564 | -2 | -0.01% | Q1 2026 | May 15, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 22,486 | 5,889 | 0.72% | 0.74% | 565 | +282 | 1.27% | Q1 2026 | May 06, 2026 |
| CHRISTINE MESSMER PC | History | Added to | 22,386 | 5,863 | 3.75% | 3.53% | 566 | +1,405 | 6.7% | Q1 2026 | Apr 21, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 22,329 | 5,848 | 2.42% | 2.25% | 567 | +1,107 | 5.22% | Q1 2026 | Apr 08, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 22,161 | 5,804 | 0.71% | 0.69% | 568 | +251 | 1.15% | Q1 2026 | Apr 10, 2026 |
| HEADINVEST, LLC | History | Added to | 22,121 | 5,793 | 1.19% | 1.13% | 569 | +33 | 0.15% | Q1 2026 | May 15, 2026 |
| Carter Financial, LLC | History | Reduced | 22,096 | 5,787 | 5.03% | 5.07% | 570 | -193 | -0.87% | Q1 2026 | May 13, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 22,069 | 5,780 | 0.76% | 0.59% | 571 | +6,617 | 42.82% | Q1 2026 | Apr 28, 2026 |
| May Hill Capital, LLC | History | Reduced | 22,006 | 5,763 | 1.45% | 1.61% | 572 | -1,213 | -5.22% | Q1 2026 | May 06, 2026 |
| May Barnhard Investments LLC | History | Added to | 21,974 | 5,755 | 2.79% | 2.47% | 573 | +1,680 | 8.28% | Q1 2026 | May 13, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 21,871 | 5,728 | 0.77% | 0.78% | 574 | -851 | -3.75% | Q1 2026 | Apr 07, 2026 |
| Integrated Advisors Network LLC | History | Added to | 21,856 | 5,724 | 0.3% | 0.24% | 575 | +709 | 3.35% | Q1 2026 | Apr 28, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 21,848 | 5,722 | 0.19% | 0.2% | 576 | -28 | -0.13% | Q1 2026 | Apr 20, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 21,797 | 5,709 | 0.81% | 0.79% | 577 | -331 | -1.5% | Q1 2026 | Apr 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 21,756 | 5,698 | 0.04% | 0.04% | 578 | -1,985 | -8.36% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 21,600 | 5,657 | 0.0% | 0.0% | 579 | -21,304 | -49.66% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 21,598 | 5,657 | 0.25% | 0.25% | 580 | +494 | 2.34% | Q1 2026 | May 12, 2026 |
| Argent Trust Co | History | Added to | 21,288 | 5,575 | 0.19% | 0.09% | 581 | +10,716 | 101.36% | Q1 2026 | May 13, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 21,213 | 5,556 | 1.44% | 1.39% | 582 | +1,921 | 9.96% | Q1 2026 | May 11, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 21,085 | 5,554 | 0.1% | 0.1% | 583 | -539 | -2.49% | Q1 2026 | May 14, 2026 |
| One Capital Management, LLC | History | Reduced | 21,145 | 5,538 | 0.15% | 0.17% | 584 | -302 | -1.41% | Q1 2026 | May 12, 2026 |
| Financial Insights, Inc. | History | Reduced | 21,110 | 5,529 | 1.79% | 1.89% | 585 | -786 | -3.59% | Q1 2026 | May 18, 2026 |
| Keystone Financial Group | History | Added to | 21,106 | 5,527 | 0.38% | 0.4% | 586 | +237 | 1.14% | Q1 2026 | May 13, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 21,087 | 5,523 | 0.17% | 0.15% | 587 | +1,944 | 10.16% | Q1 2026 | May 13, 2026 |
| Vanguard National Trust Co | History | New | 21,072 | 5,519 | 0.35% | — | 588 | +21,072 | New | Q1 2026 | May 08, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 21,774 | 5,512 | 0.19% | 0.19% | 589 | -63 | -0.29% | Q1 2026 | May 06, 2026 |
| Newton One Investments LLC | History | Reduced | 21,005 | 5,501 | 1.49% | 1.6% | 590 | -5 | -0.02% | Q1 2026 | Apr 24, 2026 |
| DAVENPORT & Co LLC | History | Added to | 20,913 | 5,477 | 0.03% | 0.03% | 591 | +174 | 0.84% | Q1 2026 | Apr 15, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Reduced | 20,910 | 5,476 | 0.24% | 0.23% | 592 | -242 | -1.14% | Q1 2026 | May 08, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 20,893 | 5,472 | 0.25% | 0.25% | 593 | +64 | 0.31% | Q1 2026 | May 12, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 20,869 | 5,466 | 0.46% | 0.45% | 594 | -502 | -2.35% | Q1 2026 | May 11, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 20,763 | 5,438 | 0.42% | 0.39% | 595 | +731 | 3.65% | Q1 2026 | Apr 08, 2026 |
| XML Financial, LLC | History | Added to | 20,751 | 5,435 | 0.44% | 0.43% | 596 | +293 | 1.43% | Q1 2026 | Apr 16, 2026 |
| PW Nova Financial Services LLC | History | Added to | 20,692 | 5,419 | 1.36% | 2.01% | 597 | +352 | 1.73% | Q1 2026 | Apr 15, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Reduced | 20,587 | 5,392 | 3.58% | 3.68% | 598 | -584 | -2.76% | Q1 2026 | May 04, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 20,584 | 5,391 | 0.31% | 0.31% | 599 | -831 | -3.88% | Q1 2026 | Apr 20, 2026 |
| SageView Advisory Group, LLC | History | No change | 20,884 | 5,387 | 0.18% | 0.18% | 600 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 20,419 | 5,348 | 0.27% | 0.26% | 601 | +731 | 3.71% | Q1 2026 | Apr 23, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 20,355 | 5,331 | 0.15% | 0.14% | 602 | +573 | 2.9% | Q1 2026 | May 07, 2026 |
| Smith Partners Wealth Management, LLC | History | Reduced | 20,245 | 5,302 | 4.75% | 5.11% | 603 | -1,274 | -5.92% | Q1 2026 | May 11, 2026 |
| Aspire Private Capital, LLC | History | Added to | 20,189 | 5,288 | 1.19% | 1.08% | 604 | +1,337 | 7.09% | Q1 2026 | Apr 22, 2026 |
| BALANCED WEALTH GROUP LLC | History | Reduced | 20,141 | 5,275 | 1.89% | 1.9% | 605 | -195 | -0.96% | Q1 2026 | Apr 23, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Added to | 20,137 | 5,274 | 2.32% | 2.18% | 606 | +408 | 2.07% | Q1 2026 | May 05, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 20,030 | 5,246 | 1.03% | 0.96% | 607 | +482 | 2.47% | Q1 2026 | Apr 15, 2026 |
| TI-TRUST, INC | History | Added to | 19,962 | 5,228 | 3.11% | 3.15% | 608 | +194 | 0.98% | Q1 2026 | Apr 28, 2026 |
| Pathway Financial Advisors LLC | History | No change | 19,674 | 5,207 | 0.64% | 0.67% | 609 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Advisory Services Network, LLC | History | Reduced | 19,749 | 5,172 | 0.07% | 0.07% | 610 | -387 | -1.92% | Q1 2026 | May 15, 2026 |
| Plancorp, LLC | History | Added to | 19,009 | 5,172 | 0.15% | 0.15% | 611 | +108 | 0.57% | Q1 2026 | Apr 14, 2026 |
| Thayer Financial, L.L.C. | History | Added to | 19,621 | 5,139 | 5.24% | 5.1% | 612 | +923 | 4.94% | Q1 2026 | Apr 13, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | Added to | 19,589 | 5,130 | 3.35% | 2.83% | 613 | +2,638 | 15.56% | Q1 2026 | Apr 21, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 19,560 | 5,123 | 0.39% | 0.38% | 614 | -388 | -1.95% | Q1 2026 | May 13, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 19,461 | 5,097 | 0.49% | 0.48% | 615 | -86 | -0.44% | Q1 2026 | Apr 13, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Added to | 19,397 | 5,080 | 3.37% | 3.28% | 616 | +25 | 0.13% | Q1 2026 | May 18, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Added to | 19,392 | 5,079 | 2.0% | 1.86% | 617 | +258 | 1.35% | Q1 2026 | Apr 07, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 19,345 | 5,066 | 0.17% | 0.16% | 618 | -19 | -0.1% | Q1 2026 | Apr 06, 2026 |
| Martel Wealth Advisors LLC | History | Reduced | 19,341 | 5,065 | 0.86% | 0.86% | 619 | -81 | -0.42% | Q1 2026 | May 01, 2026 |
| Gleason Group, Inc. | History | Reduced | 19,256 | 5,043 | 0.5% | 0.49% | 620 | -3 | -0.02% | Q1 2026 | May 04, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 17,555 | 5,023 | 1.99% | 2.12% | 621 | -2,092 | -10.65% | Q1 2026 | Apr 27, 2026 |
| American Alpha Advisors, LLC | History | No change | 19,176 | 5,022 | 2.67% | 2.92% | 622 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Box Hill Private Wealth LLC | History | Reduced | 19,094 | 5,001 | 4.94% | 5.04% | 623 | -209 | -1.08% | Q1 2026 | Apr 03, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 19,072 | 4,995 | 0.68% | 5.25% | 624 | -118,866 | -86.17% | Q1 2026 | Apr 24, 2026 |
| ALONGSIDE, LLC | History | No change | 19,312 | 4,981 | 1.65% | 1.65% | 625 | 0 | 0.0% | Q4 2025 | Jul 09, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 18,895 | 4,948 | 0.69% | 0.66% | 626 | -253 | -1.32% | Q1 2026 | Apr 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 18,887 | 4,946 | 0.08% | 0.09% | 627 | +1,052 | 5.9% | Q1 2026 | May 18, 2026 |
| Claro Advisors Inc. | History | Added to | 18,800 | 4,924 | 0.59% | 0.64% | 628 | +539 | 2.95% | Q1 2026 | Apr 21, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 18,715 | 4,901 | 0.11% | 0.09% | 629 | +2,569 | 15.91% | Q1 2026 | May 15, 2026 |
| CONNABLE OFFICE INC | History | Added to | 18,689 | 4,895 | 0.48% | 0.41% | 630 | +1,312 | 7.55% | Q1 2026 | Apr 29, 2026 |
| Advisor OS, LLC | History | Added to | 18,635 | 4,880 | 0.35% | 0.33% | 631 | +2,580 | 16.07% | Q1 2026 | May 07, 2026 |
| Cooke Wealth Management, LLC | History | Added to | 18,520 | 4,850 | 4.3% | 4.3% | 632 | +499 | 2.77% | Q1 2026 | Apr 10, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 18,515 | 4,849 | 1.37% | 1.23% | 633 | +740 | 4.16% | Q1 2026 | Apr 16, 2026 |
| FISHMAN JAY A LTD/MI | History | Reduced | 18,483 | 4,841 | 0.43% | 0.4% | 634 | -310 | -1.65% | Q1 2026 | Apr 29, 2026 |
| Factor Wealth Management LTD | History | Reduced | 18,433 | 4,827 | 0.91% | 1.1% | 635 | -1,384 | -6.98% | Q1 2026 | Apr 20, 2026 |
| IFG Advisors, LLC | History | Added to | 18,408 | 4,821 | 0.79% | 0.78% | 636 | +247 | 1.36% | Q1 2026 | Apr 09, 2026 |
| KFA Private Wealth Group, LLC | History | Reduced | 18,388 | 4,816 | 1.16% | 1.17% | 637 | -289 | -1.55% | Q1 2026 | Apr 20, 2026 |
| RiverGlades Family Offices LLC | History | New | 18,302 | 4,793 | 2.82% | — | 639 | +18,302 | New | Q1 2026 | May 13, 2026 |
| Mokosak Advisory Group, LLC | History | Added to | 18,302 | 4,793 | 1.2% | 1.16% | 638 | +337 | 1.88% | Q1 2026 | Apr 28, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 18,288 | 4,790 | 0.27% | 0.28% | 640 | +9,142 | 99.96% | Q1 2026 | Apr 22, 2026 |
| Chris Bulman Inc | History | Reduced | 18,281 | 4,787 | 2.1% | 2.13% | 641 | -390 | -2.09% | Q1 2026 | Apr 13, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 18,218 | 4,771 | 0.94% | 1.92% | 642 | -17,243 | -48.63% | Q1 2026 | May 15, 2026 |
| Lynch Asset Management, Inc. | History | Added to | 18,150 | 4,753 | 1.59% | 1.47% | 643 | +50 | 0.28% | Q1 2026 | Apr 24, 2026 |
| COURIER CAPITAL LLC | History | Added to | 18,137 | 4,750 | 0.27% | 0.26% | 644 | +308 | 1.73% | Q1 2026 | Apr 23, 2026 |
| Manchester Capital Management LLC | History | Reduced | 18,087 | 4,737 | 0.68% | 0.66% | 645 | -812 | -4.3% | Q1 2026 | May 11, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 18,059 | 4,730 | 1.62% | 1.6% | 646 | +201 | 1.13% | Q1 2026 | Apr 08, 2026 |
| Calamos Advisors LLC | History | New | 18,022 | 4,720 | 0.02% | — | 648 | +18,022 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Added to | 18,022 | 4,720 | 0.16% | 0.16% | 647 | +167 | 0.94% | Q1 2026 | May 04, 2026 |
| Align Financial, LLC | History | Reduced | 17,938 | 4,698 | 2.67% | 1.61% | 649 | -2,762,763 | -99.35% | Q1 2026 | May 08, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 17,743 | 4,695 | 0.42% | 0.43% | 650 | -794 | -4.28% | Q1 2026 | May 11, 2026 |
| One Day In July LLC | History | Added to | 17,887 | 4,684 | 0.38% | 0.37% | 651 | +191 | 1.08% | Q1 2026 | May 05, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 17,779 | 4,656 | 0.18% | 0.17% | 652 | -376 | -2.07% | Q1 2026 | Apr 16, 2026 |
| Veridan Wealth LLC | History | Added to | 17,731 | 4,644 | 1.72% | 1.53% | 653 | +61 | 0.35% | Q1 2026 | May 15, 2026 |
| Cordoba Advisory Partners LLC | History | Added to | 17,601 | 4,626 | 1.28% | 1.09% | 654 | +558 | 3.27% | Q1 2026 | Apr 28, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Added to | 17,655 | 4,624 | 0.67% | 0.68% | 655 | +76 | 0.43% | Q1 2026 | Apr 13, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 17,651 | 4,623 | 1.27% | 1.44% | 656 | -1,697 | -8.77% | Q1 2026 | May 05, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 17,621 | 4,615 | 0.0% | 0.01% | 657 | -8,353 | -32.16% | Q1 2026 | May 13, 2026 |
| IF Advisors, LLC | History | Added to | 17,518 | 4,588 | 3.24% | 3.63% | 658 | +192 | 1.11% | Q1 2026 | May 13, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 17,510 | 4,586 | 1.19% | 1.2% | 659 | -365 | -2.04% | Q1 2026 | Apr 14, 2026 |
| UNITED BANK | History | Reduced | 17,459 | 4,572 | 0.59% | 0.62% | 660 | -851 | -4.65% | Q1 2026 | May 11, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 17,384 | 4,553 | 0.76% | 0.75% | 661 | +130 | 0.75% | Q1 2026 | Apr 21, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 17,383 | 4,552 | 0.06% | 0.06% | 662 | +2,136 | 14.01% | Q1 2026 | May 12, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 17,362 | 4,547 | 1.56% | 1.5% | 663 | -129 | -0.74% | Q1 2026 | May 04, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Added to | 17,212 | 4,508 | 2.98% | 2.96% | 664 | +222 | 1.31% | Q1 2026 | Apr 22, 2026 |
| Krilogy Financial LLC | History | Reduced | 16,097 | 4,500 | 0.14% | 0.15% | 665 | -472 | -2.85% | Q1 2026 | Apr 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 17,111 | 4,481 | 0.09% | 0.09% | 666 | +33 | 0.19% | Q1 2026 | May 14, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 17,058 | 4,467 | 2.47% | 2.63% | 667 | -169 | -0.98% | Q1 2026 | May 05, 2026 |
| Balentine LLC | History | Reduced | 17,016 | 4,456 | 0.18% | 0.17% | 668 | -63 | -0.37% | Q1 2026 | Apr 24, 2026 |
| Wealth Science Advisors LLC | History | No change | 17,270 | 4,454 | 2.51% | 2.57% | 669 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| LongView Wealth Management | History | Reduced | 15,940 | 4,435 | 1.11% | 1.2% | 670 | -2,270 | -12.47% | Q1 2026 | Apr 15, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 16,904 | 4,427 | 1.13% | 1.18% | 671 | +41 | 0.24% | Q1 2026 | Apr 27, 2026 |
| MATHER GROUP, LLC. | History | Added to | 16,891 | 4,424 | 0.04% | 0.04% | 672 | +345 | 2.09% | Q1 2026 | Apr 13, 2026 |
| Columbia Asset Management | History | Added to | 16,871 | 4,418 | 0.84% | 0.64% | 673 | +2,805 | 19.94% | Q1 2026 | Apr 20, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 16,764 | 4,390 | 0.05% | 0.05% | 674 | -57 | -0.34% | Q1 2026 | May 08, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 16,734 | 4,382 | 0.17% | 0.21% | 675 | -3,453 | -17.11% | Q1 2026 | Apr 10, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 16,728 | 4,381 | 0.12% | 0.11% | 676 | -322 | -1.89% | Q1 2026 | Apr 28, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 16,705 | 4,375 | 1.06% | 0.98% | 677 | +952 | 6.04% | Q1 2026 | May 01, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 16,680 | 4,368 | 0.26% | 0.25% | 678 | +185 | 1.12% | Q1 2026 | May 12, 2026 |
| Evanson Asset Management, LLC | History | Added to | 16,670 | 4,366 | 0.23% | 0.22% | 679 | +505 | 3.12% | Q1 2026 | Apr 08, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | Added to | 16,634 | 4,356 | 3.47% | 3.38% | 680 | +193 | 1.17% | Q1 2026 | May 12, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 16,625 | 4,354 | 1.23% | 1.13% | 681 | +1,127 | 7.27% | Q1 2026 | May 01, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 16,555 | 4,336 | 0.32% | 0.39% | 682 | -5,062 | -23.42% | Q1 2026 | May 07, 2026 |
| MAYPORT, LLC | History | Added to | 16,539 | 4,331 | 0.81% | 0.83% | 683 | +553 | 3.46% | Q1 2026 | Apr 21, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 16,507 | 4,323 | 0.15% | 0.15% | 684 | -379 | -2.24% | Q1 2026 | Apr 07, 2026 |
| PFG Advisors | History | Added to | 16,404 | 4,296 | 0.21% | 0.2% | 685 | +430 | 2.69% | Q1 2026 | May 05, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 16,380 | 4,290 | 0.99% | 0.98% | 686 | -365 | -2.18% | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | Added to | 16,350 | 4,282 | 0.02% | 0.02% | 687 | +762 | 4.89% | Q1 2026 | May 13, 2026 |
| Goldstone Financial Group, LLC | History | New | 16,211 | 4,246 | 0.46% | — | 688 | +16,211 | New | Q1 2026 | Apr 24, 2026 |
| TFB Advisors LLC | History | Reduced | 16,179 | 4,237 | 2.22% | 1.22% | 689 | -688 | -4.08% | Q1 2026 | Apr 20, 2026 |
| Cove Private Wealth, LLC | History | Added to | 15,980 | 4,185 | 0.95% | 0.96% | 690 | +3,463 | 27.67% | Q1 2026 | May 13, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 15,934 | 4,173 | 0.43% | 0.43% | 691 | +383 | 2.46% | Q1 2026 | May 15, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 15,909 | 4,166 | 0.41% | 0.44% | 692 | -1,631 | -9.3% | Q1 2026 | May 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 15,883 | 4,160 | 0.1% | 0.12% | 693 | +6,509 | 69.44% | Q1 2026 | Apr 27, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 15,882 | 4,159 | 0.27% | 0.31% | 694 | -3,088 | -16.28% | Q1 2026 | Apr 29, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 15,861 | 4,154 | 0.1% | 0.1% | 695 | -882 | -5.27% | Q1 2026 | May 08, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 15,858 | 4,153 | 0.12% | 0.11% | 696 | +1,186 | 8.08% | Q1 2026 | Apr 21, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 15,833 | 4,146 | 2.78% | 2.79% | 697 | -111 | -0.7% | Q1 2026 | Apr 29, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 15,825 | 4,144 | 1.39% | 1.34% | 698 | +145 | 0.92% | Q1 2026 | May 05, 2026 |
| Optimist Retirement Group LLC | History | Reduced | 15,777 | 4,132 | 1.82% | 1.99% | 699 | -1,049 | -6.23% | Q1 2026 | May 11, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Reduced | 15,758 | 4,127 | 2.19% | 2.32% | 701 | -409 | -2.53% | Q1 2026 | Apr 23, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 15,757 | 4,127 | 0.5% | 0.49% | 700 | -142 | -0.89% | Q1 2026 | May 14, 2026 |
| Indivisible Partners | History | Added to | 15,745 | 4,121 | 0.36% | 0.4% | 702 | +1,313 | 9.1% | Q1 2026 | Apr 30, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 15,731 | 4,120 | 0.02% | 0.01% | 703 | -400 | -2.48% | Q1 2026 | Apr 24, 2026 |
| Magnus Financial Group LLC | History | Reduced | 15,700 | 4,112 | 0.33% | 0.32% | 704 | -539 | -3.32% | Q1 2026 | Apr 10, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 15,671 | 4,104 | 1.37% | 1.4% | 705 | +131 | 0.84% | Q1 2026 | May 11, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 15,662 | 4,102 | 0.15% | 0.16% | 706 | -958 | -5.76% | Q1 2026 | May 07, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 15,506 | 4,061 | 0.29% | 0.28% | 707 | +518 | 3.46% | Q1 2026 | May 06, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 15,400 | 4,034 | 0.51% | 0.45% | 708 | +2,232 | 16.95% | Q1 2026 | Apr 16, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 15,607 | 4,025 | 0.14% | 0.14% | 709 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 15,192 | 3,979 | 1.16% | 1.04% | 710 | +1,650 | 12.18% | Q1 2026 | Apr 30, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 15,191 | 3,978 | 0.06% | 0.05% | 711 | +788 | 5.47% | Q1 2026 | Jun 22, 2026 |
| waypoint wealth counsel | History | Reduced | 15,126 | 3,961 | 2.05% | 1.45% | 712 | -178 | -1.16% | Q1 2026 | Apr 23, 2026 |
| Permanent Capital Management, LP | History | Reduced | 13,892 | 3,950 | 0.61% | 1.33% | 713 | -12,531 | -47.42% | Q1 2026 | May 14, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 15,061 | 3,944 | 1.1% | 1.22% | 714 | -1,455 | -8.81% | Q1 2026 | May 07, 2026 |
| ARWA LLC | History | Added to | 14,408 | 3,933 | 1.95% | 2.0% | 715 | +1,109 | 8.34% | Q1 2026 | Apr 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 15,016 | 3,932 | 0.11% | 0.1% | 716 | -5 | -0.03% | Q1 2026 | Apr 27, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 14,994 | 3,927 | 4.8% | 4.77% | 717 | -2,266 | -13.13% | Q1 2026 | May 05, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 14,969 | 3,920 | 0.57% | 0.56% | 718 | -370 | -2.41% | Q1 2026 | Apr 21, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 14,962 | 3,918 | 0.2% | 0.21% | 719 | -662 | -4.24% | Q1 2026 | May 04, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 14,940 | 3,913 | 0.63% | 0.67% | 720 | +1,291 | 9.46% | Q1 2026 | May 06, 2026 |
| GenTrust, LLC | History | Reduced | 14,702 | 3,850 | 0.16% | 0.18% | 721 | -1,514 | -9.34% | Q1 2026 | Apr 27, 2026 |
| Family Capital Management, Inc. | History | Added to | 14,649 | 3,836 | 1.71% | 1.43% | 722 | +2,167 | 17.36% | Q1 2026 | Apr 22, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 14,578 | 3,818 | 0.11% | 0.1% | 723 | +382 | 2.69% | Q1 2026 | Apr 23, 2026 |
| MY Wealth Management Inc. | History | Added to | 17,081 | 3,787 | 3.66% | 3.83% | 724 | +29 | 0.17% | Q1 2026 | May 01, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 14,448 | 3,784 | 1.05% | 0.97% | 725 | +2,010 | 16.16% | Q1 2026 | Apr 24, 2026 |
| Cordant, Inc. | History | Reduced | 14,404 | 3,772 | 1.53% | 1.62% | 726 | -571 | -3.81% | Q1 2026 | Apr 13, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 14,392 | 3,769 | 0.41% | 0.45% | 727 | +3 | 0.02% | Q1 2026 | May 11, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 14,362 | 3,762 | 0.15% | 0.17% | 728 | -2 | -0.01% | Q1 2026 | May 12, 2026 |
| Timmons Wealth Management, LLC | History | Added to | 14,362 | 3,761 | 3.56% | 3.57% | 729 | +280 | 1.99% | Q1 2026 | May 11, 2026 |
| Yoffe Investment Management, LLC | History | No change | 14,338 | 3,755 | 4.81% | 4.72% | 730 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 14,332 | 3,753 | 0.2% | 0.18% | 731 | +134 | 0.94% | Q1 2026 | Apr 13, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 14,293 | 3,743 | 1.07% | 1.34% | 732 | -3,806 | -21.03% | Q1 2026 | May 14, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 14,281 | 3,740 | 1.29% | 1.22% | 733 | +1,166 | 8.89% | Q1 2026 | Apr 23, 2026 |
| Financial Freedom, LLC | History | Reduced | 14,269 | 3,737 | 1.86% | 2.05% | 734 | -1,770 | -11.04% | Q1 2026 | Apr 30, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Added to | 14,217 | 3,723 | 0.62% | 0.58% | 735 | +658 | 4.85% | Q1 2026 | Apr 08, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | Added to | 14,217 | 3,723 | 0.74% | 0.76% | 736 | +27 | 0.19% | Q1 2026 | Apr 29, 2026 |
| Great Point Wealth Advisors, LLC | History | No change | 14,204 | 3,720 | 0.69% | 0.67% | 737 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Rathbones Group PLC | History | Reduced | 14,181 | 3,714 | 0.02% | 0.01% | 738 | -230 | -1.6% | Q1 2026 | May 12, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 14,144 | 3,704 | 1.63% | 1.59% | 739 | +688 | 5.11% | Q1 2026 | May 27, 2026 |
| Larson Financial Group LLC | History | Reduced | 14,073 | 3,685 | 0.12% | 0.14% | 740 | -2,241 | -13.74% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 14,016 | 3,671 | 0.05% | 0.05% | 741 | +2,380 | 20.45% | Q1 2026 | May 11, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 13,998 | 3,666 | 1.31% | — | 742 | +13,998 | New | Q1 2026 | May 13, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 13,973 | 3,659 | 0.54% | 0.55% | 743 | +56 | 0.4% | Q1 2026 | May 11, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 13,949 | 3,653 | 0.0% | 0.0% | 744 | +4,074 | 41.26% | Q1 2026 | May 12, 2026 |
| Grandview Asset Management LLC | History | Reduced | 13,901 | 3,646 | 1.07% | 1.03% | 745 | -614 | -4.23% | Q1 2026 | May 07, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 13,880 | 3,635 | 2.08% | 2.1% | 746 | -549 | -3.8% | Q1 2026 | Apr 22, 2026 |
| Monument Group Wealth Advisors, LLC | History | Reduced | 13,878 | 3,635 | 2.02% | 1.97% | 747 | -102 | -0.73% | Q1 2026 | Apr 22, 2026 |
| Americana Partners, LLC | History | Added to | 13,864 | 3,631 | 0.09% | 0.09% | 748 | +986 | 7.66% | Q1 2026 | May 12, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 13,834 | 3,623 | 0.03% | 0.03% | 749 | -358 | -2.52% | Q1 2026 | May 11, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | Added to | 13,813 | 3,618 | 3.25% | 3.03% | 750 | +1,273 | 10.15% | Q1 2026 | Apr 28, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 13,060 | 3,616 | 0.24% | 0.26% | 751 | -1,050 | -7.44% | Q1 2026 | May 12, 2026 |
| Cassilly Financial Group LLC | History | Added to | 13,783 | 3,610 | 3.13% | 3.05% | 752 | +405 | 3.03% | Q1 2026 | Apr 10, 2026 |
| CHILTON INVESTMENT CO INC. | History | New | 13,774 | 3,607 | 0.08% | — | 753 | +13,774 | New | Q1 2026 | May 15, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 13,717 | 3,592 | 0.3% | 0.3% | 754 | +504 | 3.81% | Q1 2026 | May 05, 2026 |
| Stone Summit Wealth LLC | History | Added to | 13,599 | 3,561 | 0.99% | 0.92% | 755 | +500 | 3.82% | Q1 2026 | Apr 22, 2026 |
| Compass Planning Associates Inc | History | Added to | 13,538 | 3,545 | 2.27% | 2.36% | 756 | +303 | 2.29% | Q1 2026 | Apr 21, 2026 |
| General Partner, Inc. | History | No change | 13,534 | 3,544 | 2.16% | 1.98% | 757 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 13,440 | 3,520 | 2.01% | 1.94% | 758 | +3 | 0.02% | Q1 2026 | Apr 09, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 13,411 | 3,512 | 0.51% | 0.48% | 759 | +6 | 0.04% | Q1 2026 | May 07, 2026 |
| Petix & Botte Co | History | Reduced | 13,360 | 3,498 | 0.78% | 0.83% | 760 | -908 | -6.36% | Q1 2026 | Apr 30, 2026 |
| Osbon Capital Management LLC | History | Added to | 13,353 | 3,497 | 2.85% | 2.33% | 761 | +3,678 | 38.02% | Q1 2026 | May 15, 2026 |
| Atlas Legacy Advisors, LLC | History | Reduced | 13,307 | 3,485 | 0.63% | 0.6% | 762 | -73 | -0.55% | Q1 2026 | May 11, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 13,235 | 3,466 | 0.08% | 0.08% | 763 | -45 | -0.34% | Q1 2026 | May 15, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 13,228 | 3,464 | 1.89% | 1.92% | 764 | -417 | -3.06% | Q1 2026 | Apr 21, 2026 |
| Minot DeBlois Advisors LLC | History | Reduced | 13,198 | 3,456 | 3.14% | 3.1% | 765 | -184 | -1.37% | Q1 2026 | May 08, 2026 |
| jvl associates llc | History | Reduced | 13,191 | 3,455 | 1.16% | 1.11% | 766 | -10 | -0.08% | Q1 2026 | Apr 16, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 13,117 | 3,435 | 0.11% | 0.1% | 767 | +29 | 0.22% | Q1 2026 | May 13, 2026 |
| West Financial Advisors, LLC | History | Added to | 13,113 | 3,434 | 0.58% | 0.57% | 768 | +79 | 0.61% | Q1 2026 | Apr 08, 2026 |
| Orin Green Financial, LLC | History | Added to | 13,110 | 3,433 | 1.41% | 1.35% | 769 | +36 | 0.28% | Q1 2026 | Apr 29, 2026 |
| Regal Investment Advisors LLC | History | Added to | 13,071 | 3,423 | 0.2% | 0.16% | 770 | +2,754 | 26.69% | Q1 2026 | May 14, 2026 |
| Briggs Wealth Management, Inc | History | Added to | 13,068 | 3,422 | 3.63% | 3.54% | 771 | +291 | 2.28% | Q1 2026 | May 15, 2026 |
| Causey Wealth LLC | History | Reduced | 12,982 | 3,400 | 1.44% | 2.17% | 772 | -4,247 | -24.65% | Q1 2026 | May 12, 2026 |
| Hexagon Capital Partners LLC | History | New | 12,962 | 3,395 | 0.5% | — | 773 | +12,962 | New | Q1 2026 | May 04, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 12,940 | 3,389 | 0.88% | 0.87% | 774 | -97 | -0.74% | Q1 2026 | Apr 15, 2026 |
| Old North State Wealth Management, LLC | History | Reduced | 12,868 | 3,374 | 1.56% | 1.58% | 775 | -137 | -1.05% | Q1 2026 | Apr 17, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 12,839 | 3,362 | 0.11% | 0.11% | 776 | -61 | -0.47% | Q1 2026 | May 15, 2026 |
| Winter & Associates, Inc. | History | Added to | 12,630 | 3,353 | 2.94% | 2.15% | 777 | +3,616 | 40.12% | Q1 2026 | Apr 08, 2026 |
| Marble Harbor Investment Counsel, LLC | History | Added to | 12,769 | 3,344 | 0.36% | 0.33% | 778 | +775 | 6.46% | Q1 2026 | May 08, 2026 |
| Ridgewood Investments LLC | History | New | 12,750 | 3,339 | 1.37% | — | 779 | +12,750 | New | Q1 2026 | Apr 03, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 12,741 | 3,337 | 0.25% | 0.24% | 780 | +292 | 2.35% | Q1 2026 | May 04, 2026 |
| Objective Capital Management, LLC | History | Added to | 12,737 | 3,335 | 3.36% | 3.34% | 781 | +2 | 0.02% | Q1 2026 | May 04, 2026 |
| Horizon Family Wealth, Inc. | History | Added to | 12,732 | 3,334 | 1.76% | 1.74% | 782 | +55 | 0.43% | Q1 2026 | May 08, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 12,717 | 3,330 | 0.36% | 0.31% | 783 | +949 | 8.06% | Q1 2026 | Apr 21, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 12,684 | 3,322 | 1.91% | 1.86% | 784 | +165 | 1.32% | Q1 2026 | May 01, 2026 |
| Financial Planning Fort Collins, LLC | History | Added to | 11,676 | 3,309 | 2.48% | 2.45% | 785 | +875 | 8.1% | Q1 2026 | Apr 27, 2026 |
| Asset One Wealth Management LLC | History | Added to | 11,636 | 3,306 | 0.37% | 0.09% | 786 | +9,181 | 373.97% | Q1 2026 | May 12, 2026 |
| Empowered Funds, LLC | History | New | 12,580 | 3,294 | 0.02% | — | 787 | +12,580 | New | Q1 2026 | Jun 15, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 12,500 | 3,274 | 0.05% | 0.05% | 788 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PAX Financial Group, LLC | History | Reduced | 12,464 | 3,264 | 0.56% | 0.62% | 789 | -1,503 | -10.76% | Q1 2026 | Apr 27, 2026 |
| Retirement Planning Group, LLC | History | Added to | 12,442 | 3,258 | 0.1% | 0.08% | 790 | +2,643 | 26.97% | Q1 2026 | May 04, 2026 |
| HighPoint Advisor Group LLC | History | New | 12,423 | 3,253 | 0.14% | — | 791 | +12,423 | New | Q1 2026 | May 14, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Reduced | 11,395 | 3,235 | 1.03% | 1.26% | 792 | -2,530 | -18.17% | Q1 2026 | May 12, 2026 |
| Tandem Financial, LLC | History | New | 12,307 | 3,223 | 1.03% | — | 793 | +12,307 | New | Q1 2026 | May 08, 2026 |
| Farnam Financial LLC | History | Added to | 12,256 | 3,210 | 2.64% | 2.37% | 794 | +56 | 0.46% | Q1 2026 | Apr 27, 2026 |
| Scott & Selber, Inc. | History | Added to | 12,245 | 3,207 | 0.83% | 0.77% | 795 | +387 | 3.26% | Q1 2026 | Apr 16, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 12,225 | 3,201 | 0.19% | 0.2% | 796 | -282 | -2.25% | Q1 2026 | Apr 13, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 12,134 | 3,178 | 0.58% | 0.57% | 797 | -257 | -2.07% | Q1 2026 | May 15, 2026 |
| Gainplan LLC | History | Added to | 12,124 | 3,175 | 2.38% | 0.69% | 799 | +4,991 | 69.97% | Q1 2026 | Apr 08, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 12,123 | 3,175 | 0.35% | 0.37% | 798 | -510 | -4.04% | Q1 2026 | May 11, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 12,110 | 3,171 | 0.31% | 0.38% | 800 | -3,565 | -22.74% | Q1 2026 | May 04, 2026 |
| Astoria Strategic Wealth, Inc. | History | Added to | 12,108 | 3,171 | 0.81% | 0.78% | 801 | +108 | 0.9% | Q1 2026 | Apr 17, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | New | 12,075 | 3,162 | 0.05% | — | 802 | +12,075 | New | Q1 2026 | Apr 09, 2026 |
| Envision Financial LLC | History | Reduced | 12,056 | 3,157 | 1.7% | 1.66% | 803 | -117 | -0.96% | Q1 2026 | Apr 16, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 11,976 | 3,136 | 0.44% | 0.39% | 804 | +1,622 | 15.67% | Q1 2026 | Apr 20, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 11,944 | 3,128 | 0.27% | — | 805 | +11,944 | New | Q1 2026 | May 06, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 11,920 | 3,122 | 0.53% | 0.52% | 806 | +47 | 0.4% | Q1 2026 | Apr 28, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 11,901 | 3,117 | 0.08% | 0.08% | 807 | -645 | -5.14% | Q1 2026 | May 13, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 11,884 | 3,112 | 0.53% | 0.55% | 808 | -225 | -1.86% | Q1 2026 | May 01, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 11,818 | 3,095 | 0.79% | 0.79% | 809 | -75 | -0.63% | Q1 2026 | Apr 22, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 11,816 | 3,094 | 0.22% | 0.2% | 810 | -227 | -1.88% | Q1 2026 | Apr 16, 2026 |
| Hummer Financial Advisory Services Inc | History | Added to | 11,767 | 3,082 | 2.18% | 2.11% | 811 | +175 | 1.51% | Q1 2026 | Apr 08, 2026 |
| Boyd Wealth Management, LLC | History | Reduced | 11,717 | 3,068 | 1.3% | 1.3% | 812 | -205 | -1.72% | Q1 2026 | Apr 20, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 11,885 | 3,065 | 0.15% | 0.14% | 813 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Mittelman Wealth Management | History | Reduced | 11,683 | 3,060 | 1.91% | 2.62% | 814 | -3,972 | -25.37% | Q1 2026 | May 15, 2026 |
| Allegheny Financial Group | History | Added to | 11,665 | 3,055 | 0.41% | 0.42% | 815 | +603 | 5.45% | Q1 2026 | Apr 16, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 11,654 | 3,052 | 0.8% | 0.87% | 816 | -622 | -5.07% | Q1 2026 | Apr 21, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 11,590 | 3,035 | 0.69% | 0.68% | 818 | -53 | -0.46% | Q1 2026 | Apr 15, 2026 |
| REBALANCE, LLC | History | Added to | 11,591 | 3,035 | 0.18% | 0.17% | 817 | +44 | 0.38% | Q1 2026 | May 11, 2026 |
| BOS Asset Management, LLC | History | Added to | 11,578 | 3,032 | 0.77% | 0.8% | 819 | +61 | 0.53% | Q1 2026 | Apr 08, 2026 |
| Baron Financial Group, LLC | History | Added to | 11,550 | 3,025 | 1.63% | 1.56% | 820 | +278 | 2.47% | Q1 2026 | Apr 09, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 11,532 | 3,020 | 0.24% | 0.37% | 821 | -6,824 | -37.18% | Q1 2026 | May 14, 2026 |
| Gibson Wealth Advisors LLC | History | Reduced | 11,523 | 3,018 | 2.02% | 2.04% | 822 | -38 | -0.33% | Q1 2026 | Apr 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 11,470 | 3,004 | 0.09% | 0.06% | 823 | +3,490 | 43.73% | Q1 2026 | May 11, 2026 |
| Diversified Trust Co | History | Added to | 11,445 | 2,997 | 0.06% | 0.05% | 824 | +810 | 7.62% | Q1 2026 | Apr 16, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 11,444 | 2,997 | 0.24% | 0.21% | 825 | +778 | 7.29% | Q1 2026 | Apr 06, 2026 |
| Roth Financial Partners LLC | History | Reduced | 11,385 | 2,981 | 1.02% | 1.0% | 826 | -385 | -3.27% | Q1 2026 | Apr 21, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 11,316 | 2,964 | 0.11% | 0.09% | 827 | +1,936 | 20.64% | Q1 2026 | May 14, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 11,314 | 2,963 | 1.72% | 1.76% | 828 | +179 | 1.61% | Q1 2026 | May 12, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 11,278 | 2,953 | 0.36% | 0.35% | 829 | -62 | -0.55% | Q1 2026 | May 04, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 11,274 | 2,952 | 0.73% | 0.92% | 830 | -1,680 | -12.97% | Q1 2026 | Apr 29, 2026 |
| Strategic Equity Management | History | Reduced | 11,265 | 2,950 | 1.11% | 1.05% | 831 | -704 | -5.88% | Q1 2026 | Apr 21, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 11,236 | 2,943 | 0.21% | 0.22% | 832 | -8 | -0.07% | Q1 2026 | May 05, 2026 |
| Capital Analysts, LLC | History | Added to | 11,206 | 2,935 | 0.08% | 0.08% | 833 | +822 | 7.92% | Q1 2026 | May 14, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 11,196 | 2,932 | 0.31% | 0.3% | 834 | +126 | 1.14% | Q1 2026 | Apr 08, 2026 |
| SkyOak Wealth, LLC | History | Added to | 11,176 | 2,927 | 0.54% | 0.52% | 835 | +52 | 0.47% | Q1 2026 | Apr 30, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 11,157 | 2,922 | 0.77% | 0.67% | 836 | +92 | 0.83% | Q1 2026 | May 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 11,138 | 2,917 | 0.16% | 0.16% | 837 | +263 | 2.42% | Q1 2026 | Apr 20, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 11,488 | 2,916 | 0.18% | 0.18% | 838 | -3,293 | -22.28% | Q1 2026 | Apr 24, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 11,116 | 2,911 | 0.55% | 0.56% | 839 | -369 | -3.21% | Q1 2026 | Apr 09, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 11,053 | 2,894 | 0.46% | 0.57% | 840 | -988 | -8.21% | Q1 2026 | Apr 17, 2026 |
| Michelson Medical Research Foundation, Inc. | History | No change | 11,010 | 2,883 | 2.93% | 2.85% | 841 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parker Financial LLC | History | Added to | 11,009 | 2,881 | 1.15% | 1.13% | 842 | +181 | 1.67% | Q1 2026 | Apr 21, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 10,909 | 2,857 | 0.17% | 0.18% | 843 | -873 | -7.41% | Q1 2026 | Apr 29, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 10,893 | 2,853 | 0.33% | 0.37% | 844 | -525 | -4.6% | Q1 2026 | May 08, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 10,861 | 2,844 | 0.15% | 0.17% | 846 | -955 | -8.08% | Q1 2026 | May 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 10,862 | 2,844 | 0.07% | 0.07% | 845 | -433 | -3.83% | Q1 2026 | Apr 30, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 10,854 | 2,842 | 0.72% | 0.64% | 847 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 10,797 | 2,828 | 1.52% | 1.63% | 848 | -578 | -5.08% | Q1 2026 | May 14, 2026 |
| Tanager Wealth Management LLP | History | Added to | 10,787 | 2,825 | 0.27% | 0.26% | 850 | +825 | 8.28% | Q1 2026 | Apr 20, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 10,789 | 2,825 | 0.98% | 0.94% | 849 | +40 | 0.37% | Q1 2026 | Apr 21, 2026 |
| Westside Investment Management, Inc. | History | Added to | 10,760 | 2,823 | 0.43% | 0.44% | 851 | +210 | 1.99% | Q1 2026 | May 04, 2026 |
| SHUTTLEWORTH & Co | History | New | 10,760 | 2,818 | 2.55% | — | 852 | +10,760 | New | Q1 2026 | May 20, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | Reduced | 10,759 | 2,817 | 2.39% | 2.23% | 853 | -417 | -3.73% | Q1 2026 | Apr 17, 2026 |
| Choate Investment Advisors | History | Added to | 10,744 | 2,813 | 0.06% | 0.02% | 854 | +6,191 | 135.98% | Q1 2026 | May 13, 2026 |
| WELCH & FORBES LLC | History | Reduced | 10,666 | 2,793 | 0.04% | 0.03% | 855 | -88 | -0.82% | Q1 2026 | May 01, 2026 |
| Heritage Trust Co | History | Added to | 10,636 | 2,785 | 0.28% | 0.26% | 856 | +643 | 6.43% | Q1 2026 | May 13, 2026 |
| Intrinsic Value Partners, LLC | History | Added to | 10,585 | 2,772 | 2.14% | 2.03% | 857 | +100 | 0.95% | Q1 2026 | Apr 28, 2026 |
| BTC Capital Management, Inc. | History | No change | 10,526 | 2,756 | 0.19% | 0.19% | 858 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 10,521 | 2,755 | 1.42% | 1.32% | 859 | +75 | 0.72% | Q1 2026 | May 06, 2026 |
| Klingman & Associates, LLC | History | Reduced | 10,463 | 2,740 | 0.13% | 0.13% | 860 | -34 | -0.32% | Q1 2026 | May 14, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 10,455 | 2,738 | 0.17% | 0.17% | 861 | +693 | 7.1% | Q1 2026 | Apr 27, 2026 |
| Viewpoint Capital Management LLC | History | No change | 10,453 | 2,737 | 1.28% | 1.17% | 862 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Investment Research & Advisory Group, Inc. | History | Reduced | 10,435 | 2,733 | 0.95% | 0.91% | 863 | -235 | -2.2% | Q1 2026 | Apr 20, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 10,430 | 2,731 | 0.26% | 0.26% | 864 | -227 | -2.13% | Q1 2026 | Apr 10, 2026 |
| City State Bank | History | Added to | 10,406 | 2,725 | 0.71% | 0.7% | 865 | +494 | 4.98% | Q1 2026 | Apr 20, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 10,356 | 2,712 | 0.08% | 0.08% | 866 | +104 | 1.01% | Q1 2026 | Apr 24, 2026 |
| Security Financial Services, INC. | History | Reduced | 10,354 | 2,711 | 0.43% | 0.43% | 867 | -284 | -2.67% | Q1 2026 | May 27, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 10,339 | 2,708 | 0.04% | 0.04% | 868 | +552 | 5.64% | Q1 2026 | Apr 17, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 10,314 | 2,701 | 0.69% | 0.59% | 869 | +1,821 | 21.44% | Q1 2026 | Apr 29, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 10,238 | 2,681 | 0.58% | 0.5% | 870 | +1,387 | 15.67% | Q1 2026 | May 06, 2026 |
| WATERS PARKERSON & CO., LLC | History | Added to | 10,206 | 2,673 | 0.14% | 0.11% | 871 | +1,280 | 14.34% | Q1 2026 | Apr 29, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 10,123 | 2,651 | 0.12% | 0.14% | 872 | +471 | 4.88% | Q1 2026 | Apr 15, 2026 |
| BRIGHTON SECURITIES CORP. | History | Added to | 10,069 | 2,637 | 1.27% | 1.23% | 873 | +393 | 4.06% | Q1 2026 | Apr 29, 2026 |
| Northstar Financial Companies, Inc. | History | Reduced | 10,062 | 2,635 | 2.1% | 2.17% | 874 | -524 | -4.95% | Q1 2026 | May 05, 2026 |
| Columbus Macro, LLC | History | Reduced | 10,055 | 2,633 | 0.28% | 0.28% | 875 | -13 | -0.13% | Q1 2026 | Apr 21, 2026 |
| First American Bank | History | Added to | 9,994 | 2,617 | 0.16% | 0.13% | 876 | +1,838 | 22.54% | Q1 2026 | Apr 20, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 9,939 | 2,603 | 0.27% | 0.28% | 877 | +170 | 1.74% | Q1 2026 | May 11, 2026 |
| Fairway Wealth LLC | History | Added to | 9,919 | 2,597 | 0.69% | 0.66% | 878 | +377 | 3.95% | Q1 2026 | Apr 23, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 9,852 | 2,580 | 0.05% | 0.04% | 879 | +1,682 | 20.59% | Q1 2026 | May 14, 2026 |
| Radnor Capital Management, LLC | History | Added to | 9,827 | 2,573 | 0.38% | 0.37% | 880 | +55 | 0.56% | Q1 2026 | Apr 15, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 9,793 | 2,564 | 2.11% | 2.1% | 881 | -161 | -1.62% | Q1 2026 | Apr 28, 2026 |
| Legacy Advisors, LLC | History | Reduced | 9,784 | 2,562 | 0.3% | 0.3% | 882 | -907 | -8.48% | Q1 2026 | May 05, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 9,782 | 2,562 | 0.92% | 0.91% | 883 | -19 | -0.19% | Q1 2026 | May 14, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 9,779 | 2,561 | 0.01% | 0.01% | 884 | -1,402 | -12.54% | Q1 2026 | May 13, 2026 |
| Zhang Financial LLC | History | Added to | 9,744 | 2,552 | 0.09% | 0.09% | 885 | +243 | 2.56% | Q1 2026 | May 06, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 9,735 | 2,549 | 0.01% | 0.01% | 886 | -555 | -5.39% | Q1 2026 | May 08, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 9,718 | 2,545 | 0.09% | 0.09% | 887 | -10 | -0.1% | Q1 2026 | Apr 14, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 9,665 | 2,531 | 0.64% | 0.57% | 888 | +251 | 2.67% | Q1 2026 | Apr 30, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 9,637 | 2,524 | 0.14% | 0.14% | 889 | -36 | -0.37% | Q1 2026 | May 07, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Added to | 9,634 | 2,523 | 0.6% | 0.55% | 890 | +640 | 7.12% | Q1 2026 | May 08, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 9,632 | 2,522 | 0.31% | 0.32% | 891 | -294 | -2.96% | Q1 2026 | Apr 23, 2026 |
| Simmons Bank | History | Added to | 9,553 | 2,502 | 0.17% | 0.16% | 892 | +236 | 2.53% | Q1 2026 | Apr 23, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 9,539 | 2,498 | 0.47% | 0.44% | 893 | -600 | -5.92% | Q1 2026 | May 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 9,532 | 2,496 | 0.03% | 0.03% | 894 | -819 | -7.91% | Q1 2026 | May 11, 2026 |
| Level Financial Advisors | History | Added to | 9,503 | 2,489 | 0.63% | 0.57% | 895 | +1,101 | 13.1% | Q1 2026 | Apr 10, 2026 |
| Leo H. Evart, Inc. | History | New | 9,497 | 2,487 | 2.13% | — | 896 | +9,497 | New | Q1 2026 | May 13, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 9,464 | 2,478 | 0.12% | 0.12% | 897 | -490 | -4.92% | Q1 2026 | Apr 09, 2026 |
| Western Wealth Management, LLC | History | Added to | 9,461 | 2,478 | 0.09% | 0.11% | 898 | +382 | 4.21% | Q1 2026 | Jun 18, 2026 |
| Blue Trust, Inc. | History | Reduced | 9,463 | 2,478 | 0.03% | 0.03% | 899 | -236 | -2.43% | Q1 2026 | Apr 20, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Added to | 9,436 | 2,471 | 0.75% | 0.7% | 900 | +215 | 2.33% | Q1 2026 | Apr 28, 2026 |
| MONEYWISE, INC. | History | Reduced | 9,431 | 2,470 | 1.08% | 1.09% | 901 | -691 | -6.83% | Q1 2026 | Apr 27, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 9,427 | 2,469 | 0.29% | 0.3% | 902 | +757 | 8.73% | Q1 2026 | Apr 30, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 9,422 | 2,467 | 0.87% | 0.86% | 903 | +295 | 3.23% | Q1 2026 | Apr 08, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 9,392 | 2,459 | 0.25% | 0.24% | 904 | +6 | 0.06% | Q1 2026 | May 15, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 9,371 | 2,454 | 1.25% | 1.25% | 905 | -321 | -3.31% | Q1 2026 | Apr 17, 2026 |
| Operose Advisors LLC | History | Reduced | 9,362 | 2,452 | 0.57% | 0.75% | 907 | -3,159 | -25.23% | Q1 2026 | May 12, 2026 |
| Optas, LLC | History | Reduced | 9,364 | 2,452 | 0.37% | 0.39% | 906 | -261 | -2.71% | Q1 2026 | Apr 24, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 9,360 | 2,451 | 0.05% | 0.05% | 908 | -383 | -3.93% | Q1 2026 | May 13, 2026 |
| McCollum Christoferson Group LLC | History | Reduced | 9,343 | 2,447 | 0.74% | 0.72% | 909 | -310 | -3.21% | Q1 2026 | Apr 10, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 9,297 | 2,434 | 0.15% | 0.15% | 910 | -22 | -0.24% | Q1 2026 | May 15, 2026 |
| BAILARD, INC. | History | No change | 9,233 | 2,418 | 0.06% | 0.05% | 911 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 9,215 | 2,413 | 0.5% | 0.29% | 912 | +4,153 | 82.04% | Q1 2026 | Apr 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 9,210 | 2,412 | 0.07% | 0.06% | 913 | -150 | -1.6% | Q1 2026 | Apr 13, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | No change | 9,201 | 2,409 | 0.69% | 0.68% | 914 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 9,197 | 2,408 | 0.61% | 0.5% | 915 | +2,243 | 32.25% | Q1 2026 | Apr 06, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 9,311 | 2,401 | 0.27% | 0.27% | 916 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Added to | 9,124 | 2,389 | 1.1% | 1.03% | 917 | +325 | 3.69% | Q1 2026 | Apr 13, 2026 |
| CONNING INC. | History | No change | 9,084 | 2,379 | 0.08% | 0.08% | 918 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 9,017 | 2,361 | 2.17% | 2.11% | 919 | +43 | 0.48% | Q1 2026 | Apr 08, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | Added to | 8,993 | 2,355 | 1.12% | 1.05% | 920 | +269 | 3.08% | Q1 2026 | Apr 20, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 8,853 | 2,350 | 1.19% | 1.32% | 921 | -191 | -2.11% | Q1 2026 | Apr 08, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 8,967 | 2,348 | 0.52% | 0.54% | 923 | -7 | -0.08% | Q1 2026 | Apr 15, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 8,966 | 2,348 | 0.25% | 0.25% | 922 | -1 | -0.01% | Q1 2026 | Apr 22, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 8,949 | 2,343 | 0.25% | 0.27% | 924 | -295 | -3.19% | Q1 2026 | Apr 14, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 8,915 | 2,335 | 0.03% | 0.04% | 925 | -4,428 | -33.19% | Q1 2026 | May 01, 2026 |
| Nvest Financial, LLC | History | Added to | 8,912 | 2,334 | 0.87% | 0.16% | 926 | +7,438 | 504.61% | Q1 2026 | Apr 28, 2026 |
| CGN Advisors LLC | History | Reduced | 8,851 | 2,318 | 0.18% | 0.19% | 927 | -532 | -5.67% | Q1 2026 | Apr 13, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 8,828 | 2,312 | 0.26% | 0.18% | 928 | -371 | -4.03% | Q1 2026 | May 12, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 8,827 | 2,311 | 0.31% | 0.33% | 929 | +561 | 6.79% | Q1 2026 | Apr 08, 2026 |
| PFG Investments, LLC | History | Added to | 8,776 | 2,298 | 0.11% | 0.1% | 930 | +465 | 5.59% | Q1 2026 | Apr 27, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 8,772 | 2,297 | 0.13% | 0.12% | 931 | -75 | -0.85% | Q1 2026 | May 14, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 8,750 | 2,291 | 0.18% | 0.13% | 932 | +2,515 | 40.34% | Q1 2026 | Apr 22, 2026 |
| Life Planning Partners, Inc | History | Added to | 8,735 | 2,287 | 1.75% | 1.66% | 933 | +354 | 4.22% | Q1 2026 | Apr 28, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Added to | 8,729 | 2,286 | 0.99% | 0.92% | 934 | +787 | 9.91% | Q1 2026 | May 14, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 8,673 | 2,271 | 0.18% | 0.19% | 935 | -574 | -6.21% | Q1 2026 | May 07, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 8,657 | 2,267 | 0.16% | 0.14% | 936 | +338 | 4.06% | Q1 2026 | May 05, 2026 |
| BCS Private Wealth Management, Inc. | History | No change | 8,529 | 2,233 | 0.68% | 0.75% | 937 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 8,500 | 2,226 | 0.48% | 0.48% | 938 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 8,448 | 2,212 | 0.34% | 0.38% | 939 | -749 | -8.14% | Q1 2026 | May 07, 2026 |
| KITCHING PARTNERS, LLC | History | Added to | 8,433 | 2,209 | 2.03% | 1.51% | 940 | +2,003 | 31.15% | Q1 2026 | May 06, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | Reduced | 8,360 | 2,189 | 0.52% | 0.5% | 941 | -45 | -0.54% | Q1 2026 | Apr 10, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 8,332 | 2,182 | 0.31% | 0.28% | 942 | +419 | 5.3% | Q1 2026 | Apr 13, 2026 |
| SVB WEALTH LLC | History | Reduced | 8,266 | 2,165 | 0.14% | 0.15% | 943 | -1,760 | -17.55% | Q1 2026 | Apr 17, 2026 |
| BCS Wealth Management | History | Reduced | 8,255 | 2,162 | 0.44% | 0.42% | 944 | -7,979 | -49.15% | Q1 2026 | Apr 17, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 8,220 | 2,153 | 0.08% | 0.06% | 945 | +1,354 | 19.72% | Q1 2026 | May 11, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 8,218 | 2,152 | 0.23% | 0.21% | 946 | +608 | 7.99% | Q1 2026 | Apr 15, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 8,215 | 2,151 | 0.1% | 0.1% | 947 | -223 | -2.64% | Q1 2026 | Jun 08, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 8,299 | 2,140 | 0.16% | 0.16% | 948 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Noble Wealth Management PBC | History | Added to | 8,160 | 2,137 | 1.07% | 1.05% | 949 | +27 | 0.33% | Q1 2026 | Apr 02, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 8,152 | 2,135 | 0.04% | 0.03% | 951 | +1,014 | 14.21% | Q1 2026 | May 07, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 8,155 | 2,135 | 0.3% | 0.29% | 950 | -69 | -0.84% | Q1 2026 | May 14, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | New | 8,143 | 2,132 | 0.32% | — | 952 | +8,143 | New | Q1 2026 | Apr 24, 2026 |
| ADVOCATE GROUP LLC | History | Added to | 8,102 | 2,122 | 0.33% | 0.31% | 953 | +601 | 8.01% | Q1 2026 | Apr 13, 2026 |
| Morton Brown Family Wealth, LLC | History | Reduced | 8,103 | 2,122 | 0.56% | 0.57% | 954 | -63 | -0.77% | Q1 2026 | Apr 20, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Reduced | 8,085 | 2,117 | 0.23% | 0.24% | 955 | -62 | -0.76% | Q1 2026 | May 14, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 8,069 | 2,113 | 1.46% | 1.32% | 956 | +63 | 0.79% | Q1 2026 | May 07, 2026 |
| HUB Investment Partners, LLC | History | Added to | 8,041 | 2,106 | 0.05% | 0.03% | 957 | +4,003 | 99.13% | Q1 2026 | May 15, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 8,022 | 2,101 | 0.14% | 0.15% | 958 | -180 | -2.19% | Q1 2026 | May 14, 2026 |
| Elser Financial Planning, Inc | History | Reduced | 8,026 | 2,098 | 0.1% | 1.62% | 959 | -655 | -7.55% | Q1 2026 | Apr 15, 2026 |
| FDx Advisors, Inc. | History | Added to | 8,004 | 2,096 | 0.67% | 1.04% | 960 | +66 | 0.83% | Q1 2026 | May 01, 2026 |
| Financial Planning Hawaii, Inc. | History | Added to | 7,989 | 2,092 | 1.23% | 1.13% | 961 | +351 | 4.6% | Q1 2026 | Apr 21, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 7,934 | 2,078 | 0.04% | — | 962 | +7,934 | New | Q1 2026 | Apr 27, 2026 |
| Mountain Hill Investment Partners Corp. | History | Added to | 7,918 | 2,073 | 1.23% | 1.43% | 964 | +162 | 2.09% | Q1 2026 | May 01, 2026 |
| Canal Capital Management, LLC | History | Added to | 7,916 | 2,073 | 0.28% | 0.29% | 963 | +1 | 0.01% | Q1 2026 | Apr 27, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 7,895 | 2,067 | 0.27% | 0.25% | 965 | -501 | -5.97% | Q1 2026 | Apr 10, 2026 |
| Essex Bank | History | Reduced | 7,843 | 2,054 | 0.45% | 0.44% | 966 | -99 | -1.25% | Q1 2026 | Apr 17, 2026 |
| Callan Family Office, LLC | History | Added to | 7,786 | 2,039 | 0.05% | 0.04% | 967 | +13 | 0.17% | Q1 2026 | May 13, 2026 |
| Lord & Richards Wealth Management, LLC | History | Added to | 7,780 | 2,037 | 1.79% | 1.67% | 968 | +245 | 3.25% | Q1 2026 | Apr 20, 2026 |
| MADDEN SECURITIES Corp | History | Reduced | 7,766 | 2,034 | 0.61% | 0.62% | 969 | -152 | -1.92% | Q1 2026 | May 05, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 7,659 | 2,033 | 0.22% | 0.28% | 970 | +238 | 3.21% | Q1 2026 | Apr 10, 2026 |
| TPG Financial Advisors, LLC | History | Reduced | 7,760 | 2,032 | 0.66% | 0.7% | 971 | -393 | -4.82% | Q1 2026 | May 08, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 7,728 | 2,024 | 0.03% | — | 972 | +7,728 | New | Q1 2026 | May 01, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 7,688 | 2,013 | 0.0% | 0.0% | 973 | -65 | -0.84% | Q1 2026 | May 14, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 7,683 | 2,012 | 0.19% | — | 975 | +7,683 | New | Q1 2026 | May 12, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 7,684 | 2,012 | 0.11% | 0.11% | 974 | -14 | -0.18% | Q1 2026 | Apr 27, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 7,661 | 2,006 | 0.08% | 0.07% | 976 | +611 | 8.67% | Q1 2026 | May 14, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Reduced | 7,640 | 2,001 | 0.3% | 1.31% | 977 | -33,010 | -81.21% | Q1 2026 | May 01, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 7,626 | 1,997 | 0.2% | 0.2% | 978 | +261 | 3.54% | Q1 2026 | May 06, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 7,617 | 1,995 | 0.57% | 0.54% | 979 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 7,571 | 1,982 | 0.06% | 0.04% | 980 | +2,905 | 62.26% | Q1 2026 | Apr 16, 2026 |
| Sierra Capital LLC | History | No change | 7,550 | 1,977 | 0.22% | 0.21% | 981 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 7,515 | 1,968 | 0.31% | 0.31% | 982 | -168 | -2.19% | Q1 2026 | Apr 13, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 7,397 | 1,962 | 0.26% | 0.26% | 983 | +43 | 0.58% | Q1 2026 | Apr 27, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 7,464 | 1,954 | 0.01% | 0.01% | 984 | +1,040 | 16.19% | Q1 2026 | May 15, 2026 |
| United Financial Planning Group LLC | History | Reduced | 7,456 | 1,952 | 1.15% | 1.21% | 986 | -303 | -3.91% | Q1 2026 | May 08, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 7,456 | 1,952 | 0.08% | 0.07% | 985 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Embree Financial Group | History | Added to | 7,447 | 1,950 | 0.23% | 0.23% | 987 | +16 | 0.22% | Q1 2026 | Apr 23, 2026 |
| Berger Financial Group, Inc | History | Reduced | 7,392 | 1,936 | 0.11% | 0.11% | 988 | -35 | -0.47% | Q1 2026 | Apr 28, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 7,373 | 1,931 | 0.17% | 0.16% | 989 | +42 | 0.57% | Q1 2026 | Apr 07, 2026 |
| Ironwood Financial, llc | History | Added to | 7,353 | 1,925 | 0.34% | 0.33% | 990 | +159 | 2.21% | Q1 2026 | Apr 16, 2026 |
| Peak Asset Management, LLC | History | Reduced | 7,346 | 1,923 | 0.34% | 0.33% | 991 | -278 | -3.65% | Q1 2026 | May 14, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 7,340 | 1,922 | 0.24% | 0.25% | 992 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 7,319 | 1,916 | 0.17% | 0.18% | 993 | +1 | 0.01% | Q1 2026 | May 14, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 7,309 | 1,914 | 0.5% | 1.01% | 994 | -7,898 | -51.94% | Q1 2026 | Apr 08, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 7,309 | 1,914 | 0.75% | 0.72% | 995 | +439 | 6.39% | Q1 2026 | May 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 7,262 | 1,902 | 0.21% | 0.21% | 996 | -72 | -0.98% | Q1 2026 | May 12, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 7,247 | 1,898 | 0.71% | 0.69% | 997 | +112 | 1.57% | Q1 2026 | Apr 23, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 7,237 | 1,895 | 0.92% | 0.85% | 998 | +301 | 4.34% | Q1 2026 | May 12, 2026 |
| Sovran Advisors, LLC | History | Added to | 6,657 | 1,893 | 0.15% | 0.14% | 999 | +482 | 7.81% | Q1 2026 | May 01, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 7,207 | 1,890 | 0.1% | 0.09% | 1000 | -517 | -6.69% | Q1 2026 | May 12, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 7,326 | 1,889 | 0.64% | 0.64% | 1001 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 7,210 | 1,888 | 0.57% | 0.57% | 1002 | -382 | -5.03% | Q1 2026 | Apr 21, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 7,199 | 1,886 | 0.06% | 0.15% | 1003 | -10,245 | -58.73% | Q1 2026 | May 15, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 7,197 | 1,885 | 0.53% | 0.6% | 1004 | -60 | -0.83% | Q1 2026 | May 13, 2026 |
| SFM, LLC | History | Reduced | 7,176 | 1,879 | 1.14% | 1.12% | 1006 | -244 | -3.29% | Q1 2026 | Apr 08, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 7,177 | 1,879 | 0.36% | 0.33% | 1005 | +24 | 0.34% | Q1 2026 | Apr 29, 2026 |
| Opulen Financial Group LLC | History | Reduced | 7,147 | 1,871 | 1.32% | 1.34% | 1007 | -8 | -0.11% | Q1 2026 | Apr 29, 2026 |
| O'Connor Financial Group LLC | History | Reduced | 7,130 | 1,867 | 0.76% | 0.81% | 1008 | -223 | -3.03% | Q1 2026 | Apr 23, 2026 |
| Colonial Trust Co / SC | History | Added to | 7,113 | 1,863 | 0.25% | 0.2% | 1009 | +1,281 | 21.97% | Q1 2026 | May 12, 2026 |
| Manuka Financial, LLC | History | Reduced | 7,091 | 1,857 | 1.15% | 1.14% | 1010 | -22 | -0.31% | Q1 2026 | May 07, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 7,083 | 1,855 | 0.38% | 0.46% | 1011 | -2,000 | -22.02% | Q1 2026 | Apr 15, 2026 |
| BEARING POINT CAPITAL, LLC | History | Reduced | 7,077 | 1,853 | 0.29% | 0.32% | 1013 | -878 | -11.04% | Q1 2026 | May 07, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 7,076 | 1,853 | 0.03% | 0.03% | 1012 | +74 | 1.06% | Q1 2026 | May 05, 2026 |
| Sowell Financial Services LLC | History | Reduced | 7,047 | 1,845 | 0.07% | 0.07% | 1014 | -6 | -0.09% | Q1 2026 | Apr 20, 2026 |
| Traveka Wealth, LLC | History | No change | 7,028 | 1,840 | 0.7% | 0.74% | 1015 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| VestGen Investment Management | History | Reduced | 7,024 | 1,839 | 1.01% | 1.85% | 1016 | -5,916 | -45.72% | Q1 2026 | May 12, 2026 |
| 21 West Wealth Management LLC | History | Reduced | 7,021 | 1,838 | 1.71% | 1.68% | 1017 | -94 | -1.32% | Q1 2026 | Apr 15, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 6,996 | 1,832 | 0.37% | 0.34% | 1018 | +516 | 7.96% | Q1 2026 | May 14, 2026 |
| Sanchez Levi Garrett | History | New | 6,979 | 1,827 | 1.15% | — | 1020 | +6,979 | New | Q1 2026 | May 15, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 6,976 | 1,827 | 0.23% | 0.22% | 1019 | +155 | 2.27% | Q1 2026 | Apr 13, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 6,972 | 1,826 | 0.38% | 0.42% | 1021 | -356 | -4.86% | Q1 2026 | May 14, 2026 |
| Tillman Hartley LLC | History | Reduced | 6,969 | 1,825 | 0.46% | 0.46% | 1022 | -144 | -2.02% | Q1 2026 | May 08, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 6,964 | 1,824 | 0.22% | 0.21% | 1023 | +20 | 0.29% | Q1 2026 | May 05, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 6,951 | 1,820 | 0.77% | 0.74% | 1024 | +207 | 3.07% | Q1 2026 | Apr 15, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 6,931 | 1,815 | 0.0% | 0.0% | 1025 | +176 | 2.61% | Q1 2026 | May 14, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 6,933 | 1,815 | 0.74% | 0.72% | 1026 | -20 | -0.29% | Q1 2026 | May 08, 2026 |
| Wiser Advisor Group LLC | History | Reduced | 6,916 | 1,811 | 2.19% | 2.06% | 1027 | -68 | -0.97% | Q1 2026 | Apr 22, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 6,873 | 1,800 | 0.84% | 0.88% | 1028 | +18 | 0.26% | Q1 2026 | Apr 09, 2026 |
| Pioneer Wealth Management Group | History | Reduced | 6,869 | 1,799 | 0.5% | 0.57% | 1029 | -355 | -4.91% | Q1 2026 | Apr 08, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | Reduced | 6,321 | 1,797 | 0.64% | 0.63% | 1030 | -36 | -0.57% | Q1 2026 | May 11, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 6,415 | 1,785 | 1.29% | 1.4% | 1031 | -367 | -5.41% | Q1 2026 | May 12, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 6,762 | 1,771 | 0.14% | 0.14% | 1032 | -132 | -1.91% | Q1 2026 | May 15, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 6,761 | 1,770 | 0.12% | 0.12% | 1033 | -209 | -3.0% | Q1 2026 | May 21, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 6,730 | 1,762 | 0.81% | 0.77% | 1034 | +104 | 1.57% | Q1 2026 | Apr 22, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Reduced | 6,728 | 1,762 | 1.73% | 1.65% | 1035 | -31 | -0.46% | Q1 2026 | May 06, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 6,724 | 1,761 | 0.58% | 0.58% | 1036 | -200 | -2.89% | Q1 2026 | Apr 22, 2026 |
| Partners in Financial Planning | History | Added to | 6,715 | 1,758 | 0.29% | 0.29% | 1037 | +13 | 0.19% | Q1 2026 | May 11, 2026 |
| Canandaigua National Trust Co of Florida | History | Added to | 6,710 | 1,757 | 1.41% | 1.06% | 1038 | +133 | 2.02% | Q1 2026 | Apr 08, 2026 |
| Calder Financial LLC | History | Added to | 6,660 | 1,754 | 1.74% | 1.52% | 1040 | +653 | 10.87% | Q1 2026 | Apr 07, 2026 |
| SACHEM HILL LLC | History | Reduced | 6,699 | 1,754 | 0.34% | 0.34% | 1039 | -68 | -1.0% | Q1 2026 | May 13, 2026 |
| Capital Squared Financial LLC | History | Added to | 6,691 | 1,752 | 1.34% | 1.18% | 1041 | +827 | 14.1% | Q1 2026 | May 01, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | Reduced | 6,677 | 1,748 | 1.38% | 1.5% | 1042 | -319 | -4.56% | Q1 2026 | Apr 16, 2026 |
| Downshift Financial, LLC | History | Added to | 6,234 | 1,746 | 0.9% | 0.8% | 1043 | +1,390 | 28.7% | Q1 2026 | Apr 29, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 6,664 | 1,745 | 0.63% | 0.59% | 1044 | -141 | -2.07% | Q1 2026 | May 12, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 6,665 | 1,745 | 0.39% | 0.4% | 1045 | -34 | -0.51% | Q1 2026 | Apr 02, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 6,643 | 1,740 | 0.1% | 0.11% | 1046 | -1,005 | -13.14% | Q1 2026 | Apr 21, 2026 |
| DMKC Advisory Services, LLC | History | Added to | 6,637 | 1,738 | 0.72% | 0.7% | 1047 | +491 | 7.99% | Q1 2026 | May 01, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 6,624 | 1,734 | 0.09% | 0.08% | 1048 | -17 | -0.26% | Q1 2026 | May 07, 2026 |
| Storen Legacy Partners, LLC | History | Reduced | 6,618 | 1,733 | 0.54% | 0.72% | 1049 | -2,235 | -25.25% | Q1 2026 | Apr 22, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Added to | 6,611 | 1,731 | 0.41% | 0.4% | 1051 | +214 | 3.35% | Q1 2026 | Apr 28, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 6,611 | 1,731 | 0.62% | 0.61% | 1050 | -121 | -1.8% | Q1 2026 | May 05, 2026 |
| Anchor Investment Management, LLC | History | Added to | 6,604 | 1,729 | 0.14% | 0.14% | 1052 | +12 | 0.18% | Q1 2026 | May 01, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 6,599 | 1,728 | 0.02% | 0.02% | 1053 | -1,225 | -15.66% | Q1 2026 | May 13, 2026 |
| Steffes Financial, Ltd. | History | Reduced | 6,601 | 1,728 | 0.91% | 0.9% | 1054 | -83 | -1.24% | Q1 2026 | May 15, 2026 |
| Thrive Capital Management, LLC | History | Added to | 6,571 | 1,721 | 0.38% | 0.15% | 1055 | +3,995 | 155.09% | Q1 2026 | Apr 27, 2026 |
| Opus Financial Solutions LLC | History | Added to | 6,561 | 1,718 | 1.62% | 1.58% | 1056 | +88 | 1.36% | Q1 2026 | May 08, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 6,545 | 1,714 | 1.03% | 1.05% | 1057 | -155 | -2.31% | Q1 2026 | Apr 21, 2026 |
| Carl P. Sherr & Co., LLC | History | Added to | 6,540 | 1,712 | 0.8% | 0.76% | 1058 | +195 | 3.07% | Q1 2026 | May 07, 2026 |
| Aberdeen Wealth Management LLC | History | Added to | 6,535 | 1,711 | 0.78% | 0.71% | 1060 | +554 | 9.26% | Q1 2026 | May 15, 2026 |
| Gray Private Wealth, LLC | History | Reduced | 6,533 | 1,711 | 0.86% | 0.83% | 1061 | -64 | -0.97% | Q1 2026 | May 06, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 6,533 | 1,711 | 0.15% | 0.15% | 1059 | -31 | -0.47% | Q1 2026 | Apr 30, 2026 |
| GREENLEAF TRUST | History | Added to | 6,524 | 1,708 | 0.02% | 0.01% | 1062 | +286 | 4.58% | Q1 2026 | Apr 27, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 6,494 | 1,700 | 0.82% | 0.8% | 1063 | +16 | 0.25% | Q1 2026 | May 07, 2026 |
| Pachira Investments Inc. | History | Added to | 6,454 | 1,690 | 0.79% | 0.56% | 1064 | +1,960 | 43.61% | Q1 2026 | Apr 27, 2026 |
| LAVELLE CAPITAL LP | History | Added to | 6,451 | 1,689 | 1.05% | 1.05% | 1065 | +5 | 0.08% | Q1 2026 | May 28, 2026 |
| TRUST CO OF VERMONT | History | No change | 6,515 | 1,680 | 0.07% | 0.07% | 1066 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Revisor Wealth Management LLC | History | Added to | 6,368 | 1,667 | 0.46% | 0.42% | 1067 | +524 | 8.97% | Q1 2026 | Apr 27, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 6,357 | 1,665 | 0.04% | 0.03% | 1068 | +901 | 16.51% | Q1 2026 | May 04, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 6,349 | 1,662 | 0.23% | 0.23% | 1069 | -7 | -0.11% | Q1 2026 | Apr 29, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | No change | 6,343 | 1,661 | 0.52% | 0.52% | 1070 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 6,334 | 1,658 | 0.02% | 0.02% | 1071 | +373 | 6.26% | Q1 2026 | May 05, 2026 |
| HCR Wealth Advisors | History | Added to | 6,330 | 1,657 | 0.17% | 0.16% | 1072 | +2 | 0.03% | Q1 2026 | Apr 21, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 6,527 | 1,656 | 0.1% | 0.09% | 1073 | +248 | 3.95% | Q1 2026 | May 14, 2026 |
| PATRON PARTNERS, LLC | History | Reduced | 6,289 | 1,647 | 0.73% | 0.74% | 1075 | -130 | -2.03% | Q1 2026 | Apr 29, 2026 |
| Lee Financial Co | History | No change | 6,290 | 1,647 | 0.23% | 0.22% | 1074 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Reduced | 6,275 | 1,643 | 0.23% | 0.25% | 1076 | -757 | -10.77% | Q1 2026 | May 15, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 6,268 | 1,641 | 1.61% | 1.51% | 1077 | +285 | 4.76% | Q1 2026 | Apr 07, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Added to | 6,245 | 1,635 | 1.2% | 1.11% | 1079 | +359 | 6.1% | Q1 2026 | Apr 22, 2026 |
| CAPITAL CITY TRUST CO/FL | History | Added to | 6,246 | 1,635 | 0.37% | 0.35% | 1078 | +127 | 2.08% | Q1 2026 | May 01, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 6,231 | 1,632 | 0.12% | 0.12% | 1080 | -91 | -1.44% | Q1 2026 | Apr 14, 2026 |
| Westover Capital Advisors, LLC | History | Reduced | 6,205 | 1,625 | 0.3% | 0.29% | 1081 | -9 | -0.14% | Q1 2026 | May 05, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 6,184 | 1,619 | 0.38% | 0.38% | 1082 | -127 | -2.01% | Q1 2026 | Apr 17, 2026 |
| Seven Springs Wealth Group, LLC | History | Reduced | 6,171 | 1,616 | 0.37% | 0.47% | 1083 | -163 | -2.57% | Q1 2026 | May 14, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 6,167 | 1,615 | 0.37% | 0.37% | 1084 | +105 | 1.73% | Q1 2026 | May 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 6,145 | 1,609 | 0.05% | 0.04% | 1085 | +873 | 16.56% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Advisors LLC | History | Added to | 6,141 | 1,608 | 1.29% | 1.35% | 1086 | +8 | 0.13% | Q1 2026 | May 01, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 6,137 | 1,607 | 0.24% | 0.25% | 1087 | -443 | -6.73% | Q1 2026 | Apr 23, 2026 |
| Secure Asset Management, LLC | History | Added to | 6,078 | 1,591 | 0.25% | 0.15% | 1088 | +2,450 | 67.53% | Q1 2026 | Apr 09, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 6,070 | 1,589 | 0.16% | 0.15% | 1090 | +363 | 6.36% | Q1 2026 | Apr 27, 2026 |
| Schrum Private Wealth Management LLC | History | Added to | 6,068 | 1,589 | 1.21% | 1.13% | 1089 | +122 | 2.05% | Q1 2026 | May 08, 2026 |
| Tranquility Partners, LLC | History | Added to | 6,048 | 1,584 | 0.6% | 0.53% | 1092 | +338 | 5.92% | Q1 2026 | Apr 20, 2026 |
| Independence Bank of Kentucky | History | Added to | 6,050 | 1,584 | 0.2% | 0.19% | 1091 | +258 | 4.45% | Q1 2026 | Apr 30, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 6,041 | 1,582 | 0.25% | 0.26% | 1093 | -321 | -5.05% | Q1 2026 | Apr 17, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 6,019 | 1,576 | 0.14% | 0.11% | 1094 | -950 | -13.63% | Q1 2026 | May 14, 2026 |
| Westview Management dba Westview Investment Advisors | History | Added to | 6,000 | 1,571 | 0.82% | 0.52% | 1097 | +1,750 | 41.18% | Q1 2026 | May 08, 2026 |
| STAR Financial Bank | History | Reduced | 6,000 | 1,571 | 0.74% | 0.89% | 1096 | -787 | -11.6% | Q1 2026 | May 08, 2026 |
| Ascent Group, LLC | History | Reduced | 6,000 | 1,571 | 0.05% | 0.06% | 1095 | -400 | -6.25% | Q1 2026 | May 15, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 5,995 | 1,570 | 0.18% | 0.18% | 1098 | -137 | -2.23% | Q1 2026 | Apr 21, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 5,977 | 1,565 | 0.25% | 0.26% | 1099 | -290 | -4.63% | Q1 2026 | May 01, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 6,162 | 1,564 | 0.52% | 0.53% | 1100 | -58 | -0.93% | Q1 2026 | Apr 27, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 5,951 | 1,558 | 0.13% | 0.14% | 1101 | -67 | -1.11% | Q1 2026 | Apr 09, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 5,924 | 1,551 | 0.16% | 0.15% | 1102 | +44 | 0.75% | Q1 2026 | May 12, 2026 |
| FULTON BANK, N.A. | History | No change | 5,912 | 1,548 | 0.05% | 0.05% | 1103 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 5,910 | 1,547 | 0.09% | 0.14% | 1105 | -2,899 | -32.91% | Q1 2026 | Apr 30, 2026 |
| Kendall Capital Management | History | No change | 5,910 | 1,547 | 0.32% | 0.32% | 1104 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 5,906 | 1,546 | 0.25% | 0.3% | 1106 | -1,306 | -18.11% | Q1 2026 | Apr 23, 2026 |
| Capstone Wealth Management Group LLC | History | Added to | 5,899 | 1,545 | 0.95% | 0.85% | 1107 | +438 | 8.02% | Q1 2026 | Apr 16, 2026 |
| Keel Point, LLC | History | Added to | 5,874 | 1,538 | 0.1% | 0.09% | 1108 | +154 | 2.69% | Q1 2026 | May 29, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 5,865 | 1,536 | 0.08% | 0.06% | 1109 | +1,844 | 45.86% | Q1 2026 | May 11, 2026 |
| Dogwood Wealth Management LLC | History | No change | 5,863 | 1,535 | 0.67% | 0.67% | 1110 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 5,860 | 1,534 | 0.12% | 0.12% | 1111 | -181 | -3.0% | Q1 2026 | May 13, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 5,851 | 1,532 | 0.04% | 0.05% | 1112 | -535 | -8.38% | Q1 2026 | Apr 14, 2026 |
| Pines Wealth Management, LLC | History | Added to | 5,848 | 1,531 | 0.5% | 0.41% | 1113 | +863 | 17.31% | Q1 2026 | Apr 08, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 5,837 | 1,528 | 0.0% | 0.0% | 1114 | +1,324 | 29.34% | Q1 2026 | May 08, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 5,829 | 1,526 | 0.11% | 0.11% | 1115 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Reduced | 5,814 | 1,522 | 0.35% | 0.35% | 1116 | -104 | -1.76% | Q1 2026 | Apr 09, 2026 |
| MAIRS & POWER INC | History | Added to | 5,805 | 1,520 | 0.02% | 0.0% | 1117 | +4,309 | 288.03% | Q1 2026 | May 13, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Reduced | 5,772 | 1,511 | 0.71% | 0.73% | 1118 | -243 | -4.04% | Q1 2026 | May 14, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 5,763 | 1,509 | 0.59% | 0.62% | 1119 | -246 | -4.09% | Q1 2026 | May 11, 2026 |
| LAM GROUP, INC. | History | No change | 5,750 | 1,506 | 0.83% | 0.85% | 1120 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 5,740 | 1,503 | 0.9% | 0.88% | 1121 | +340 | 6.3% | Q1 2026 | Apr 27, 2026 |
| GuidedMoney, LLC | History | Added to | 5,731 | 1,501 | 0.79% | 0.79% | 1122 | +26 | 0.46% | Q1 2026 | May 05, 2026 |
| Luminist Capital LLC | History | Added to | 5,728 | 1,500 | 1.99% | 1.78% | 1123 | +132 | 2.36% | Q1 2026 | Apr 24, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 5,710 | 1,495 | 0.06% | 0.02% | 1124 | +3,741 | 189.99% | Q1 2026 | Apr 21, 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC | History | Added to | 5,707 | 1,494 | 1.07% | 0.3% | 1125 | +4,455 | 355.83% | Q1 2026 | May 08, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 5,696 | 1,491 | 0.3% | 0.31% | 1126 | +71 | 1.26% | Q1 2026 | May 01, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 5,640 | 1,477 | 0.38% | 0.39% | 1127 | +156 | 2.84% | Q1 2026 | May 06, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 5,627 | 1,473 | 0.05% | 0.05% | 1128 | -402 | -6.67% | Q1 2026 | May 06, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 5,570 | 1,458 | 0.17% | 0.16% | 1129 | +115 | 2.11% | Q1 2026 | May 01, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 5,547 | 1,452 | 1.0% | 0.99% | 1130 | +18 | 0.33% | Q1 2026 | May 07, 2026 |
| Graetz Wealth LLC | History | Added to | 5,544 | 1,452 | 1.3% | 1.3% | 1131 | +18 | 0.33% | Q1 2026 | Apr 30, 2026 |
| New Covenant Trust Company, N.A. | History | Reduced | 5,541 | 1,451 | 1.3% | 1.42% | 1132 | -465 | -7.74% | Q1 2026 | Apr 17, 2026 |
| Fiduciary Alliance LLC | History | Added to | 5,208 | 1,449 | 0.09% | 0.08% | 1133 | +393 | 8.16% | Q1 2026 | Apr 20, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | New | 5,466 | 1,431 | 0.73% | — | 1135 | +5,466 | New | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Reduced | 5,466 | 1,431 | 0.05% | 0.05% | 1134 | -295 | -5.12% | Q1 2026 | Apr 22, 2026 |
| FIRST HORIZON CORP | History | Added to | 5,462 | 1,430 | 0.06% | 0.06% | 1136 | +231 | 4.42% | Q1 2026 | Apr 30, 2026 |
| DBK Financial Counsel, LLC | History | Reduced | 5,445 | 1,426 | 1.08% | 1.09% | 1137 | -71 | -1.29% | Q1 2026 | Jun 03, 2026 |
| Lionshead Wealth Management, LLC | History | Added to | 5,425 | 1,420 | 1.05% | 1.0% | 1138 | +245 | 4.73% | Q1 2026 | May 11, 2026 |
| Cooper Financial Group | History | Added to | 5,394 | 1,412 | 0.14% | 0.12% | 1139 | +844 | 18.55% | Q1 2026 | Apr 07, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Added to | 5,386 | 1,410 | 0.83% | 0.79% | 1140 | +51 | 0.96% | Q1 2026 | Apr 17, 2026 |
| Autumn Glory Partners, LLC | History | No change | 5,386 | 1,410 | 0.52% | 0.49% | 1141 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| King Wealth Management Group | History | No change | 5,381 | 1,409 | 0.18% | 0.17% | 1142 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 5,361 | 1,404 | 0.43% | 0.38% | 1143 | +500 | 10.29% | Q1 2026 | Apr 17, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | No change | 5,360 | 1,403 | 0.75% | 0.73% | 1144 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cabot-Wellington, LLC | History | Added to | 5,354 | 1,402 | 0.41% | 0.44% | 1145 | +7 | 0.13% | Q1 2026 | May 06, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 5,340 | 1,398 | 0.21% | 0.22% | 1146 | -390 | -6.81% | Q1 2026 | Apr 21, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Reduced | 5,334 | 1,397 | 0.08% | 0.1% | 1147 | -87 | -1.6% | Q1 2026 | Apr 17, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 5,320 | 1,393 | 0.55% | 0.56% | 1148 | -106 | -1.95% | Q1 2026 | Apr 08, 2026 |
| Summit Global Investments | History | Added to | 5,316 | 1,392 | 0.08% | 0.02% | 1149 | +4,104 | 338.61% | Q1 2026 | May 07, 2026 |
| WealthTrust Asset Management, LLC | History | Reduced | 5,307 | 1,390 | 0.83% | 0.96% | 1150 | -34 | -0.64% | Q1 2026 | May 06, 2026 |
| Oak Wealth Advisors LLC | History | No change | 5,294 | 1,386 | 0.76% | 0.78% | 1151 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Carnegie Investment Counsel | History | Reduced | 5,284 | 1,384 | 0.03% | 0.03% | 1152 | -208 | -3.79% | Q1 2026 | May 01, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 5,241 | 1,372 | 0.13% | 0.13% | 1153 | +10 | 0.19% | Q1 2026 | Apr 29, 2026 |
| Claris Financial LLC | History | Added to | 5,233 | 1,370 | 0.75% | 0.66% | 1154 | +407 | 8.43% | Q1 2026 | May 18, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 5,209 | 1,364 | 0.38% | 0.39% | 1156 | -111 | -2.09% | Q1 2026 | Apr 08, 2026 |
| Trinity Financial Advisors LLC | History | Reduced | 5,209 | 1,364 | 0.39% | 0.38% | 1155 | -17 | -0.33% | Q1 2026 | Apr 07, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 5,210 | 1,364 | 0.6% | 0.56% | 1157 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Asempa Wealth Advisors | History | Added to | 5,169 | 1,361 | 1.19% | 1.14% | 1159 | +14 | 0.27% | Q1 2026 | Apr 08, 2026 |
| FIDELIS iM, LLC | History | No change | 5,200 | 1,361 | 0.52% | 0.52% | 1158 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 5,189 | 1,359 | 0.73% | 0.73% | 1160 | +118 | 2.33% | Q1 2026 | May 01, 2026 |
| Nabity-Jensen Investment Management Inc | History | Reduced | 5,181 | 1,357 | 0.94% | 0.91% | 1161 | -21 | -0.4% | Q1 2026 | Apr 21, 2026 |
| Gibson Capital, LLC | History | No change | 5,176 | 1,355 | 0.25% | 0.24% | 1162 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 5,168 | 1,353 | 0.33% | 0.25% | 1163 | +4,088 | 378.52% | Q1 2026 | May 12, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | Added to | 5,159 | 1,351 | 0.35% | 0.32% | 1164 | +362 | 7.55% | Q1 2026 | May 05, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | Reduced | 5,130 | 1,343 | 1.05% | 1.36% | 1165 | -1,489 | -22.5% | Q1 2026 | May 04, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | No change | 5,121 | 1,341 | 0.09% | 0.09% | 1166 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 5,118 | 1,340 | 0.24% | 0.26% | 1167 | -162 | -3.07% | Q1 2026 | May 11, 2026 |
| SwitchPoint Financial Planning, LLC | History | Added to | 5,095 | 1,334 | 0.9% | 0.9% | 1168 | +89 | 1.78% | Q1 2026 | Apr 29, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Added to | 5,070 | 1,327 | 0.12% | 0.12% | 1169 | +31 | 0.62% | Q1 2026 | May 01, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 5,050 | 1,322 | 0.31% | 0.31% | 1170 | -218 | -4.14% | Q1 2026 | May 08, 2026 |
| North Star Investment Management Corp. | History | Added to | 5,044 | 1,321 | 0.08% | 0.08% | 1171 | +189 | 3.89% | Q1 2026 | Apr 23, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 5,030 | 1,317 | 0.15% | 0.1% | 1172 | +1,719 | 51.92% | Q1 2026 | May 14, 2026 |
| SHP Wealth Management | History | Added to | 5,016 | 1,314 | 0.1% | 0.06% | 1173 | +1,989 | 65.71% | Q1 2026 | May 08, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 5,012 | 1,312 | 0.24% | 0.34% | 1174 | -1,566 | -23.81% | Q1 2026 | Apr 13, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 4,995 | 1,308 | 0.97% | 1.02% | 1175 | -1,466 | -22.69% | Q1 2026 | May 08, 2026 |
| M3 Advisory Group, LLC | History | Added to | 4,978 | 1,303 | 0.8% | 0.74% | 1176 | +260 | 5.51% | Q1 2026 | Apr 22, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 4,952 | 1,297 | 0.51% | 0.52% | 1177 | -253 | -4.86% | Q1 2026 | May 14, 2026 |
| HOURGLASS CAPITAL, LLC | History | New | 4,925 | 1,289 | 0.27% | — | 1178 | +4,925 | New | Q1 2026 | May 04, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 4,918 | 1,288 | 0.81% | 0.29% | 1179 | -77 | -1.54% | Q1 2026 | May 01, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 4,915 | 1,287 | 0.1% | 0.13% | 1180 | -1,411 | -22.3% | Q1 2026 | Apr 09, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | No change | 4,906 | 1,284 | 0.54% | 0.53% | 1181 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Reduced | 4,895 | 1,282 | 0.7% | 0.65% | 1182 | -284 | -5.48% | Q1 2026 | Apr 20, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Reduced | 4,880 | 1,278 | 0.83% | 0.92% | 1184 | -785 | -13.86% | Q1 2026 | Apr 20, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 4,883 | 1,278 | 0.55% | 0.55% | 1183 | -5 | -0.1% | Q1 2026 | May 01, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 4,874 | 1,276 | 0.19% | 0.19% | 1185 | +7 | 0.14% | Q1 2026 | Apr 22, 2026 |
| Cohen Investment Advisors LLC | History | Added to | 4,852 | 1,270 | 0.6% | 0.53% | 1186 | +378 | 8.45% | Q1 2026 | Apr 28, 2026 |
| VICUS CAPITAL | History | Added to | 4,842 | 1,268 | 0.09% | 0.09% | 1187 | +1 | 0.02% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 4,454 | 1,265 | 0.08% | 0.09% | 1188 | -846 | -15.96% | Q1 2026 | Apr 22, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 4,827 | 1,264 | 0.88% | 0.99% | 1190 | -635 | -11.63% | Q1 2026 | May 12, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 4,828 | 1,264 | 0.41% | 0.42% | 1191 | -26 | -0.54% | Q1 2026 | Apr 24, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 4,829 | 1,264 | 0.2% | 0.24% | 1189 | -12 | -0.25% | Q1 2026 | Apr 10, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 4,807 | 1,259 | 1.98% | 0.98% | 1192 | +2,693 | 127.39% | Q1 2026 | Apr 13, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 4,796 | 1,256 | 0.04% | 0.04% | 1193 | -94 | -1.92% | Q1 2026 | May 05, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 4,790 | 1,254 | 0.19% | 0.19% | 1194 | +359 | 8.1% | Q1 2026 | May 06, 2026 |
| Addison Capital Co | History | Reduced | 4,775 | 1,250 | 0.22% | 1.25% | 1195 | -14,624 | -75.39% | Q1 2026 | Apr 29, 2026 |
| Vilga Financial Planning LLC | History | No change | 4,763 | 1,247 | 1.11% | 1.18% | 1196 | 0 | 0.0% | Q1 2026 | Jun 22, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 4,757 | 1,245 | 0.07% | 0.06% | 1197 | +60 | 1.28% | Q1 2026 | Apr 29, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 4,756 | 1,245 | 0.13% | 0.13% | 1198 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 4,751 | 1,244 | 0.06% | 0.07% | 1199 | -37 | -0.77% | Q1 2026 | Apr 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 4,749 | 1,243 | 0.08% | 0.08% | 1200 | +66 | 1.41% | Q1 2026 | May 05, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 4,741 | 1,241 | 0.12% | 0.12% | 1201 | +1 | 0.02% | Q1 2026 | Apr 30, 2026 |
| FineMark National Bank & Trust | History | No change | 4,807 | 1,239 | 0.04% | 0.04% | 1202 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 4,725 | 1,237 | 0.22% | — | 1204 | +4,725 | New | Q1 2026 | Apr 28, 2026 |
| JHP Wealth Management, LLC | History | Added to | 4,724 | 1,237 | 1.18% | 0.56% | 1203 | +2,472 | 109.77% | Q1 2026 | May 14, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 4,712 | 1,234 | 0.38% | 0.39% | 1205 | +205 | 4.55% | Q1 2026 | May 05, 2026 |
| Hegarty Advisors, LLC | History | Reduced | 4,714 | 1,234 | 0.97% | 1.07% | 1206 | -45 | -0.95% | Q1 2026 | Apr 30, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 4,642 | 1,233 | 0.15% | 0.17% | 1207 | -405 | -8.02% | Q1 2026 | May 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 4,702 | 1,231 | 0.01% | 0.01% | 1208 | -819 | -14.83% | Q1 2026 | May 14, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Added to | 4,691 | 1,228 | 0.59% | 0.54% | 1209 | +40 | 0.86% | Q1 2026 | May 08, 2026 |
| Hiley Hunt Wealth Management | History | Reduced | 4,691 | 1,228 | 0.54% | 0.54% | 1210 | -29 | -0.61% | Q1 2026 | Apr 06, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 4,683 | 1,226 | 0.07% | 0.06% | 1211 | +956 | 25.65% | Q1 2026 | Apr 30, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 4,674 | 1,225 | 0.32% | 0.33% | 1212 | +84 | 1.83% | Q1 2026 | May 01, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 4,676 | 1,224 | 0.22% | 0.16% | 1213 | -1,334 | -22.2% | Q1 2026 | Apr 21, 2026 |
| DAGCO, INC. | History | Reduced | 4,661 | 1,220 | 0.26% | 0.28% | 1214 | -107 | -2.24% | Q1 2026 | Apr 20, 2026 |
| Sound Financial Strategies Group, LLC | History | Added to | 4,654 | 1,218 | 0.83% | 0.71% | 1216 | +747 | 19.12% | Q1 2026 | May 08, 2026 |
| Graney & King, LLC | History | Added to | 4,651 | 1,218 | 0.66% | 0.65% | 1217 | +352 | 8.19% | Q1 2026 | May 18, 2026 |
| Sargent Investment Group, LLC | History | No change | 4,651 | 1,218 | 0.16% | 0.15% | 1215 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Trevian Wealth Management LLC | History | Added to | 4,643 | 1,216 | 0.6% | 0.57% | 1218 | +2 | 0.04% | Q1 2026 | Apr 21, 2026 |
| JAG CAPITAL MANAGEMENT, LLC | History | No change | 4,627 | 1,211 | 0.14% | 0.13% | 1219 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 4,617 | 1,209 | 0.17% | 0.18% | 1220 | -31 | -0.67% | Q1 2026 | May 11, 2026 |
| 1ST SOURCE BANK | History | Added to | 4,606 | 1,206 | 0.06% | 0.06% | 1221 | +472 | 11.42% | Q1 2026 | May 04, 2026 |
| Probity Advisors, Inc. | History | No change | 4,598 | 1,204 | 0.19% | 0.19% | 1222 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 4,595 | 1,203 | 0.36% | 0.32% | 1223 | +429 | 10.3% | Q1 2026 | May 04, 2026 |
| Summa Corp. | History | New | 4,577 | 1,198 | 0.5% | — | 1224 | +4,577 | New | Q1 2026 | Apr 30, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 4,556 | 1,193 | 1.01% | 0.7% | 1225 | +1,288 | 39.41% | Q1 2026 | Apr 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 4,556 | 1,193 | 0.0% | 0.0% | 1226 | -193 | -4.06% | Q1 2026 | May 13, 2026 |
| ATLas Financial Planning LLC | History | Added to | 4,547 | 1,191 | 1.07% | 1.15% | 1227 | +14 | 0.31% | Q1 2026 | Apr 27, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 4,527 | 1,185 | 0.03% | 0.02% | 1228 | +44 | 0.98% | Q1 2026 | May 07, 2026 |
| Sunbeam Capital Management, LLC | History | Added to | 4,526 | 1,185 | 0.68% | 0.69% | 1229 | +15 | 0.33% | Q1 2026 | Apr 16, 2026 |
| Freedom Financial Partners LLC | History | Reduced | 4,524 | 1,184 | 0.42% | 0.43% | 1230 | -47 | -1.03% | Q1 2026 | Apr 16, 2026 |
| Ascentis Independent Advisors | History | New | 4,515 | 1,182 | 0.09% | — | 1231 | +4,515 | New | Q1 2026 | Apr 28, 2026 |
| GLR Partners, LLC | History | New | 4,509 | 1,180 | 0.64% | — | 1233 | +4,509 | New | Q1 2026 | May 13, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 4,505 | 1,180 | 0.39% | 0.39% | 1232 | -40 | -0.88% | Q1 2026 | May 15, 2026 |
| Intrua Financial, LLC | History | Reduced | 4,498 | 1,178 | 0.12% | 0.15% | 1234 | -1,100 | -19.65% | Q1 2026 | Apr 23, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 4,487 | 1,175 | 0.42% | 0.41% | 1235 | +140 | 3.22% | Q1 2026 | May 06, 2026 |
| Oxbow Advisors, LLC | History | No change | 4,484 | 1,174 | 0.1% | 0.1% | 1236 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| National Philanthropic Trust | History | No change | 4,474 | 1,171 | 0.01% | 0.01% | 1237 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stockman Wealth Management, Inc. | History | Reduced | 4,454 | 1,166 | 0.13% | 0.14% | 1238 | -45 | -1.0% | Q1 2026 | Apr 13, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 4,443 | 1,163 | 0.09% | 0.08% | 1240 | +563 | 14.51% | Q1 2026 | Apr 24, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 4,440 | 1,163 | 0.31% | 0.41% | 1239 | +331 | 8.06% | Q1 2026 | Apr 29, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 4,440 | 1,162 | 0.46% | 0.39% | 1241 | -1,576 | -26.2% | Q1 2026 | May 06, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 4,415 | 1,156 | 0.14% | 0.11% | 1242 | +758 | 20.73% | Q1 2026 | May 11, 2026 |
| Facet Wealth, Inc. | History | Added to | 4,406 | 1,154 | 0.02% | 0.02% | 1243 | +1,012 | 29.82% | Q1 2026 | May 07, 2026 |
| Bath Savings Trust Co | History | Added to | 4,398 | 1,151 | 0.12% | 0.1% | 1244 | +564 | 14.71% | Q1 2026 | Apr 07, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 4,386 | 1,148 | 0.09% | 0.09% | 1245 | +15 | 0.34% | Q1 2026 | May 15, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 4,382 | 1,147 | 0.38% | 0.35% | 1246 | +628 | 16.73% | Q1 2026 | May 12, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 4,361 | 1,142 | 0.77% | 0.74% | 1247 | +281 | 6.89% | Q1 2026 | May 05, 2026 |
| Lincoln Capital LLC | History | Reduced | 4,365 | 1,141 | 0.22% | 0.2% | 1248 | -4 | -0.09% | Q1 2026 | May 01, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 4,355 | 1,140 | 3.31% | 3.15% | 1249 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 4,345 | 1,138 | 0.42% | 0.45% | 1250 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| AlTi Global, Inc. | History | Reduced | 4,343 | 1,137 | 0.02% | 0.03% | 1251 | -1,847 | -29.84% | Q1 2026 | May 07, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 4,331 | 1,134 | 0.04% | 0.04% | 1252 | +678 | 18.56% | Q1 2026 | May 07, 2026 |
| Harbor Group, Inc. | History | Reduced | 4,325 | 1,132 | 0.16% | 0.21% | 1253 | -1,019 | -19.07% | Q1 2026 | Apr 10, 2026 |
| Bank of Marin | History | No change | 4,300 | 1,126 | 0.82% | 0.77% | 1254 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | Added to | 4,281 | 1,121 | 0.0% | 0.0% | 1255 | +597 | 16.21% | Q1 2026 | May 05, 2026 |
| Brio Consultants, LLC | History | Reduced | 3,909 | 1,120 | 0.14% | 0.14% | 1256 | -137 | -3.39% | Q1 2026 | May 06, 2026 |
| TABR Capital Management, LLC | History | Reduced | 4,275 | 1,119 | 1.03% | 0.78% | 1257 | -278 | -6.11% | Q1 2026 | Apr 27, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 3,890 | 1,116 | 0.4% | 0.42% | 1258 | -43 | -1.09% | Q1 2026 | May 08, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 4,263 | 1,116 | 0.13% | 0.12% | 1259 | +8 | 0.19% | Q1 2026 | May 04, 2026 |
| Millington Financial Advisors, LLC | History | Reduced | 3,937 | 1,116 | 0.47% | 0.48% | 1260 | -5 | -0.13% | Q1 2026 | May 08, 2026 |
| Stillwater Capital Advisors, LLC | History | No change | 4,250 | 1,113 | 0.13% | 0.12% | 1261 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 4,248 | 1,112 | 0.37% | 0.38% | 1263 | +176 | 4.32% | Q1 2026 | May 15, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 4,249 | 1,112 | 0.18% | 0.18% | 1262 | +25 | 0.59% | Q1 2026 | Apr 21, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 4,239 | 1,110 | 0.66% | 0.72% | 1264 | -314 | -6.9% | Q1 2026 | Apr 16, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 4,238 | 1,109 | 0.55% | 0.4% | 1265 | +1,084 | 34.37% | Q1 2026 | Apr 24, 2026 |
| Biltmore Family Office, LLC | History | No change | 4,226 | 1,106 | 0.15% | 0.15% | 1266 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Modus Advisors, LLC | History | Reduced | 4,212 | 1,103 | 0.3% | 0.47% | 1267 | -2,735 | -39.37% | Q1 2026 | May 04, 2026 |
| Asset Dedication, LLC | History | Reduced | 4,211 | 1,102 | 0.08% | 0.08% | 1268 | -634 | -13.09% | Q1 2026 | May 29, 2026 |
| Fiera Capital Corp | History | Reduced | 4,202 | 1,100 | 0.0% | 0.0% | 1269 | -793 | -15.88% | Q1 2026 | May 12, 2026 |
| ENTRUST FINANCIAL LLC | History | Reduced | 4,196 | 1,098 | 0.77% | 0.81% | 1271 | -35 | -0.83% | Q1 2026 | May 12, 2026 |
| Merrithew & Thorsten Inc | History | No change | 4,194 | 1,098 | 1.04% | 1.14% | 1270 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 4,184 | 1,095 | 0.71% | 0.7% | 1272 | +94 | 2.3% | Q1 2026 | May 12, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 4,162 | 1,090 | 0.36% | 0.54% | 1273 | -10 | -0.24% | Q1 2026 | Apr 20, 2026 |
| CPA Asset Management Group, LLC | History | No change | 4,117 | 1,078 | 0.36% | 0.37% | 1274 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | Reduced | 4,110 | 1,076 | 0.52% | 0.53% | 1275 | -63 | -1.51% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 4,090 | 1,071 | 0.05% | 0.04% | 1276 | +384 | 10.36% | Q1 2026 | May 18, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Added to | 4,088 | 1,070 | 0.28% | 0.24% | 1277 | +70 | 1.74% | Q1 2026 | May 13, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 4,085 | 1,069 | 0.56% | 0.59% | 1279 | -10 | -0.24% | Q1 2026 | Apr 23, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 4,085 | 1,069 | 0.07% | 0.07% | 1278 | +4 | 0.1% | Q1 2026 | Apr 16, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 4,078 | 1,068 | 0.03% | 0.02% | 1280 | +1,899 | 87.15% | Q1 2026 | May 04, 2026 |
| 71 West Capital Partners | History | Added to | 4,074 | 1,067 | 0.05% | 0.04% | 1281 | +712 | 21.18% | Q1 2026 | May 06, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 4,036 | 1,064 | 0.86% | 0.84% | 1283 | +199 | 5.19% | Q1 2026 | Apr 08, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 4,064 | 1,064 | 0.27% | 0.33% | 1282 | +37 | 0.92% | Q1 2026 | May 08, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 4,052 | 1,061 | 0.08% | 0.08% | 1284 | +24 | 0.6% | Q1 2026 | Apr 20, 2026 |
| KINTRA WEALTH, LLC | History | New | 4,046 | 1,059 | 0.07% | — | 1285 | +4,046 | New | Q1 2026 | May 15, 2026 |
| WealthShield Partners, LLC | History | Added to | 4,003 | 1,048 | 0.12% | 0.11% | 1286 | +157 | 4.08% | Q1 2026 | May 01, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | Added to | 4,002 | 1,048 | 2.36% | 2.21% | 1287 | +15 | 0.38% | Q1 2026 | May 15, 2026 |
| BSW Wealth Partners | History | Reduced | 3,958 | 1,036 | 0.13% | 0.14% | 1289 | -427 | -9.74% | Q1 2026 | Apr 14, 2026 |
| LEE DANNER & BASS INC | History | Reduced | 3,956 | 1,036 | 0.07% | 0.07% | 1288 | -4 | -0.1% | Q1 2026 | Apr 28, 2026 |
| Donalies Financial Planning, LLC | History | Added to | 3,952 | 1,035 | 0.88% | 0.84% | 1290 | +106 | 2.76% | Q1 2026 | May 05, 2026 |
| Balboa Wealth Partners | History | Added to | 3,951 | 1,034 | 0.17% | 0.11% | 1293 | +1,385 | 53.98% | Q1 2026 | Apr 16, 2026 |
| Riverview Trust Co | History | Reduced | 3,948 | 1,034 | 1.27% | 1.27% | 1291 | -138 | -3.38% | Q1 2026 | May 01, 2026 |
| Disciplined Investments, LLC | History | Reduced | 3,950 | 1,034 | 0.37% | 0.4% | 1292 | -48 | -1.2% | Q1 2026 | May 12, 2026 |
| Geometric Wealth Advisors | History | Added to | 3,938 | 1,031 | 0.13% | 0.13% | 1294 | +101 | 2.63% | Q1 2026 | May 13, 2026 |
| Innovative Wealth Building LLC | History | Added to | 3,914 | 1,025 | 0.72% | 0.72% | 1295 | +59 | 1.53% | Q1 2026 | May 01, 2026 |
| Piedmont Capital Management, LLC/NC | History | No change | 3,900 | 1,021 | 0.68% | 0.66% | 1296 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 3,884 | 1,017 | 0.24% | 0.16% | 1297 | +1,302 | 50.43% | Q1 2026 | May 07, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 3,854 | 1,009 | 0.0% | 0.0% | 1298 | -2,713 | -41.31% | Q1 2026 | May 06, 2026 |
| GEM Asset Management, LLC | History | Reduced | 3,845 | 1,007 | 0.44% | 0.47% | 1299 | -137 | -3.44% | Q1 2026 | Apr 10, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 3,843 | 1,006 | 0.1% | 0.09% | 1300 | +366 | 10.53% | Q1 2026 | Apr 15, 2026 |
| Heritage Family Offices, LLP | History | New | 3,839 | 1,005 | 0.45% | — | 1301 | +3,839 | New | Q1 2026 | Apr 08, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 3,817 | 999 | 0.39% | 0.39% | 1302 | -19 | -0.5% | Q1 2026 | May 04, 2026 |
| Blom & Howell Financial Planning, Inc. | History | Reduced | 3,801 | 995 | 0.98% | 2.05% | 1303 | -4,209 | -52.55% | Q1 2026 | Jul 10, 2026 |
| LIBRA WEALTH LLC | History | Reduced | 3,797 | 994 | 0.28% | 0.28% | 1306 | -96 | -2.47% | Q1 2026 | Apr 28, 2026 |
| FC Advisory LLC | History | Added to | 3,797 | 994 | 0.29% | 0.28% | 1304 | +79 | 2.12% | Q1 2026 | Apr 14, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 3,798 | 994 | 0.15% | 0.15% | 1305 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 3,777 | 988 | 0.0% | 0.0% | 1307 | -464 | -10.94% | Q1 2026 | May 14, 2026 |
| Essex LLC | History | Added to | 3,766 | 986 | 0.17% | 0.17% | 1308 | +16 | 0.43% | Q1 2026 | Apr 24, 2026 |
| Dentgroup LLC | History | No change | 3,821 | 985 | 0.68% | 0.68% | 1309 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Valpey Financial Services, LLC | History | Added to | 3,759 | 984 | 0.64% | 0.61% | 1310 | +59 | 1.59% | Q1 2026 | May 11, 2026 |
| North Capital, Inc. | History | Added to | 3,729 | 976 | 0.83% | 0.83% | 1311 | +14 | 0.38% | Q1 2026 | Apr 30, 2026 |
| Keewaydin Investments LLC | History | Added to | 3,722 | 974 | 0.31% | 0.25% | 1313 | +115 | 3.19% | Q1 2026 | May 15, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 3,722 | 974 | 0.08% | 0.08% | 1312 | -3 | -0.08% | Q1 2026 | May 06, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Reduced | 4,099 | 971 | 0.42% | 0.34% | 1314 | -383 | -8.55% | Q1 2026 | Jun 01, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 3,702 | 969 | 0.01% | 0.01% | 1315 | +230 | 6.62% | Q1 2026 | May 14, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 3,741 | 965 | 0.06% | 0.06% | 1316 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Glassman Wealth Services | History | No change | 3,680 | 963 | 0.13% | 0.13% | 1317 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | Added to | 3,667 | 960 | 0.91% | 0.75% | 1318 | +509 | 16.12% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 3,643 | 954 | 0.1% | 0.1% | 1319 | +41 | 1.14% | Q1 2026 | May 11, 2026 |
| FreeGulliver LLC | History | Added to | 3,644 | 954 | 0.4% | 0.34% | 1320 | +14 | 0.39% | Q1 2026 | May 15, 2026 |
| Dala Group, LLC | History | Reduced | 3,630 | 950 | 0.79% | 1.58% | 1321 | -3,427 | -48.56% | Q1 2026 | Jun 01, 2026 |
| Ascent Advisors, LLC | History | New | 3,620 | 948 | 1.74% | — | 1324 | +3,620 | New | Q1 2026 | Apr 29, 2026 |
| River Wealth Advisors LLC | History | Reduced | 3,623 | 948 | 0.11% | 0.11% | 1323 | -353 | -8.88% | Q1 2026 | May 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 3,620 | 948 | 0.11% | 0.11% | 1322 | -46 | -1.25% | Q1 2026 | May 11, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | No change | 3,345 | 947 | 0.23% | 0.23% | 1325 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| V2 Financial group LLC | History | Added to | 3,614 | 946 | 0.44% | 0.43% | 1326 | +201 | 5.89% | Q1 2026 | May 04, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 3,594 | 941 | 0.12% | 0.11% | 1327 | +398 | 12.45% | Q1 2026 | May 07, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 3,590 | 940 | 0.15% | 0.13% | 1328 | +758 | 26.77% | Q1 2026 | Apr 30, 2026 |
| Grange Capital, LLC | History | Reduced | 3,579 | 937 | 0.93% | 1.33% | 1330 | -1,810 | -33.59% | Q1 2026 | Apr 28, 2026 |
| Athena Investment Management | History | Added to | 3,581 | 937 | 0.49% | 0.39% | 1329 | +663 | 22.72% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 3,575 | 936 | 0.07% | 0.06% | 1331 | +9 | 0.25% | Q1 2026 | May 05, 2026 |
| Fortis Capital Management LLC | History | Added to | 3,575 | 936 | 0.1% | 0.12% | 1332 | +3 | 0.08% | Q1 2026 | May 11, 2026 |
| HORAN Wealth, LLC | History | Added to | 3,624 | 935 | 0.09% | 0.07% | 1333 | +1,846 | 103.82% | Q1 2026 | May 08, 2026 |
| SHAYNE & JACOBS, LLC | History | Added to | 3,566 | 934 | 0.29% | 0.26% | 1334 | +226 | 6.77% | Q1 2026 | Apr 28, 2026 |
| Capital Asset Managemnet, LLC | History | Added to | 3,563 | 933 | 1.05% | 1.01% | 1335 | +29 | 0.82% | Q1 2026 | Apr 14, 2026 |
| Coastline Trust Co | History | Reduced | 3,560 | 932 | 0.09% | 0.11% | 1336 | -911 | -20.38% | Q1 2026 | Apr 03, 2026 |
| Planning Project LLC | History | No change | 3,608 | 930 | 0.23% | 0.23% | 1337 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 3,548 | 929 | 0.03% | 0.03% | 1338 | +43 | 1.23% | Q1 2026 | May 07, 2026 |
| Waterford Advisors, LLC | History | Reduced | 3,654 | 927 | 0.29% | 0.38% | 1339 | -75 | -2.01% | Q1 2026 | May 15, 2026 |
| Financial Advisors Network, Inc. | History | Reduced | 3,536 | 926 | 0.13% | 0.17% | 1340 | -1,372 | -27.95% | Q1 2026 | May 14, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Added to | 3,522 | 922 | 0.41% | 0.3% | 1341 | +831 | 30.88% | Q1 2026 | Apr 23, 2026 |
| Eagle Bluffs Wealth Management LLC | History | Reduced | 3,512 | 919 | 0.36% | 0.38% | 1342 | -138 | -3.78% | Q1 2026 | Apr 24, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 3,875 | 919 | 0.1% | 0.1% | 1343 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Passive Capital Management, LLC. | History | No change | 3,502 | 917 | 0.27% | 0.28% | 1344 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | New | 3,500 | 916 | 0.02% | — | 1345 | +3,500 | New | Q1 2026 | Apr 28, 2026 |
| Caitlin John, LLC | History | Reduced | 3,489 | 914 | 0.55% | 0.61% | 1346 | -120 | -3.33% | Q1 2026 | May 13, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 3,487 | 913 | 0.24% | 0.25% | 1348 | -254 | -6.79% | Q1 2026 | May 01, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 3,486 | 913 | 0.01% | 0.0% | 1347 | -46 | -1.3% | Q1 2026 | Apr 22, 2026 |
| BXM Wealth LLC | History | Reduced | 3,460 | 906 | 0.7% | 0.64% | 1349 | -64,269 | -94.89% | Q1 2026 | Apr 23, 2026 |
| GAMMA Investing LLC | History | Reduced | 3,454 | 904 | 0.04% | 0.05% | 1350 | -69 | -1.96% | Q1 2026 | Apr 06, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 3,448 | 903 | 0.23% | 0.22% | 1351 | -168 | -4.65% | Q1 2026 | Apr 28, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 3,160 | 902 | 0.05% | 0.07% | 1352 | -664 | -17.36% | Q1 2026 | May 14, 2026 |
| Sterling Wealth Advisors Inc | History | Reduced | 3,151 | 901 | 0.51% | 0.52% | 1353 | -165 | -4.98% | Q1 2026 | Apr 22, 2026 |
| Caldwell Trust Co | History | Reduced | 3,440 | 901 | 0.08% | 0.08% | 1354 | -13 | -0.38% | Q1 2026 | Apr 22, 2026 |
| Pearl Planning LLC | History | Reduced | 3,442 | 901 | 0.48% | 0.54% | 1355 | -4 | -0.12% | Q1 2026 | Apr 30, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Added to | 3,440 | 900 | 0.05% | 0.05% | 1356 | +240 | 7.5% | Q1 2026 | Apr 17, 2026 |
| Ballast Financial Advisors LLC | History | Added to | 3,438 | 900 | 0.92% | 0.85% | 1357 | +230 | 7.17% | Q1 2026 | May 13, 2026 |
| Cannell & Spears LLC | History | Added to | 3,429 | 898 | 0.02% | 0.01% | 1358 | +445 | 14.91% | Q1 2026 | May 15, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 3,214 | 898 | 0.08% | 0.08% | 1359 | -87 | -2.64% | Q1 2026 | Apr 20, 2026 |
| Segment Wealth Management, LLC | History | No change | 3,431 | 898 | 0.05% | 0.05% | 1360 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 3,428 | 897 | 0.1% | 0.1% | 1361 | +16 | 0.47% | Q1 2026 | May 15, 2026 |
| Trust Point Inc. | History | Added to | 3,414 | 894 | 0.08% | 0.07% | 1362 | +60 | 1.79% | Q1 2026 | Apr 15, 2026 |
| Oakworth Capital, Inc. | History | Added to | 3,399 | 890 | 0.05% | 0.03% | 1363 | +1,579 | 86.76% | Q1 2026 | Apr 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 3,401 | 890 | 0.14% | 0.14% | 1364 | -692 | -16.91% | Q1 2026 | May 15, 2026 |
| American Money Management, LLC | History | Reduced | 3,396 | 889 | 0.14% | 0.14% | 1365 | -11 | -0.32% | Q1 2026 | May 11, 2026 |
| S&T BANK/PA | History | Reduced | 3,383 | 886 | 0.33% | 0.51% | 1366 | -2,856 | -45.78% | Q1 2026 | May 13, 2026 |
| Pacific Point Advisors, LLC | History | Reduced | 3,382 | 885 | 0.47% | 0.47% | 1367 | -7 | -0.21% | Q1 2026 | May 04, 2026 |
| Southland Equity Partners LLC | History | Added to | 3,376 | 884 | 0.17% | 0.17% | 1368 | +96 | 2.93% | Q1 2026 | Apr 14, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 3,120 | 884 | 0.18% | 0.18% | 1369 | -11 | -0.35% | Q1 2026 | May 04, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 3,351 | 877 | 0.11% | 0.1% | 1370 | +1 | 0.03% | Q1 2026 | Apr 23, 2026 |
| Sidoxia Capital Management, LLC | History | New | 3,345 | 876 | 0.76% | — | 1374 | +3,345 | New | Q1 2026 | May 11, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Reduced | 3,347 | 876 | 0.21% | 0.23% | 1373 | -356 | -9.61% | Q1 2026 | May 13, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 3,347 | 876 | 0.11% | 0.11% | 1371 | -151 | -4.32% | Q1 2026 | May 05, 2026 |
| PECAUT & CO. | History | Reduced | 3,345 | 876 | 0.28% | 0.28% | 1372 | -65 | -1.91% | Q1 2026 | May 11, 2026 |
| Human Investing LLC | History | Added to | 3,338 | 874 | 0.13% | 0.11% | 1375 | +268 | 8.73% | Q1 2026 | May 07, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 3,335 | 873 | 0.06% | 0.04% | 1376 | +372 | 12.55% | Q1 2026 | May 08, 2026 |
| Vantage Financial Partners, LLC | History | No change | 3,383 | 872 | 0.18% | 0.18% | 1377 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Oakmont Advisory Group, LLC | History | Added to | 3,322 | 870 | 0.89% | 0.73% | 1378 | +675 | 25.5% | Q1 2026 | May 12, 2026 |
| Hughes Financial Services, LLC | History | No change | 3,319 | 869 | 0.13% | 0.13% | 1379 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Corsicana & Co. | History | Reduced | 3,911 | 867 | 0.55% | 0.57% | 1380 | -61 | -1.54% | Q1 2026 | May 13, 2026 |
| Arista Wealth Management, LLC | History | No change | 3,298 | 863 | 0.11% | 0.1% | 1381 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 3,283 | 859 | 0.04% | 0.04% | 1382 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 3,279 | 858 | 0.09% | 0.09% | 1383 | -83 | -2.47% | Q1 2026 | Apr 28, 2026 |
| Hirtle & Co., LLC | History | Reduced | 3,274 | 857 | 0.03% | 0.03% | 1384 | -429 | -11.59% | Q1 2026 | May 13, 2026 |
| Nilsine Partners, LLC | History | Added to | 3,018 | 855 | 0.07% | 0.07% | 1385 | +53 | 1.79% | Q1 2026 | Apr 29, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 3,257 | 853 | 0.08% | 0.06% | 1386 | +832 | 34.31% | Q1 2026 | Apr 22, 2026 |
| Smith Asset Management Co., LLC | History | Added to | 3,255 | 852 | 0.73% | 0.66% | 1387 | +146 | 4.7% | Q1 2026 | May 14, 2026 |
| Jefferson Bridge Capital, LLC | History | Added to | 3,256 | 852 | 0.85% | 0.83% | 1388 | +44 | 1.37% | Q1 2026 | May 07, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 3,248 | 850 | 0.08% | 0.09% | 1389 | -601 | -15.61% | Q1 2026 | May 04, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 3,245 | 849 | 0.08% | 0.09% | 1390 | +356 | 12.32% | Q1 2026 | May 12, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | Added to | 3,235 | 847 | 0.05% | 0.04% | 1391 | +90 | 2.86% | Q1 2026 | Apr 13, 2026 |
| Farmers National Bank | History | Added to | 3,230 | 846 | 0.19% | 0.18% | 1392 | +132 | 4.26% | Q1 2026 | Jun 08, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 3,232 | 846 | 0.06% | 0.06% | 1393 | -15 | -0.46% | Q1 2026 | May 12, 2026 |
| Advocate Investing Services LLC | History | Reduced | 3,226 | 844 | 0.72% | 0.77% | 1394 | -90 | -2.71% | Q1 2026 | Apr 22, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 3,222 | 843 | 0.29% | 0.29% | 1395 | +139 | 4.51% | Q1 2026 | May 04, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 3,199 | 837 | 0.08% | 0.09% | 1397 | -435 | -11.97% | Q1 2026 | Apr 24, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 3,197 | 837 | 0.11% | 0.12% | 1396 | -163 | -4.85% | Q1 2026 | May 14, 2026 |
| NESTEGG ADVISORS, INC. | History | Added to | 3,198 | 837 | 0.74% | 0.7% | 1398 | +19 | 0.6% | Q1 2026 | Apr 08, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 3,169 | 830 | 0.22% | 0.23% | 1399 | -9 | -0.28% | Q1 2026 | May 12, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 3,153 | 825 | 0.05% | 0.07% | 1401 | -1,110 | -26.04% | Q1 2026 | Apr 23, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Reduced | 3,151 | 825 | 0.19% | 0.19% | 1400 | -141 | -4.28% | Q1 2026 | May 13, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 3,141 | 822 | 0.04% | 0.04% | 1403 | -15 | -0.48% | Q1 2026 | May 07, 2026 |
| Northstar Group, Inc. | History | Added to | 3,138 | 822 | 0.12% | 0.11% | 1402 | +3 | 0.1% | Q1 2026 | Apr 28, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 452 | 821 | 0.47% | — | 1406 | +452 | New | Q1 2026 | May 12, 2026 |
| Bangor Savings Bank | History | Reduced | 3,136 | 821 | 0.07% | 0.07% | 1404 | -10 | -0.32% | Q1 2026 | Apr 01, 2026 |
| Elyxium Wealth, LLC | History | Added to | 3,137 | 821 | 0.26% | 0.22% | 1405 | +8 | 0.26% | Q1 2026 | May 06, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Reduced | 3,122 | 817 | 0.43% | 0.27% | 1407 | -717 | -18.68% | Q1 2026 | Apr 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 3,112 | 815 | 0.34% | 0.28% | 1408 | -22 | -0.7% | Q1 2026 | Apr 14, 2026 |
| Sound Income Strategies, LLC | History | Added to | 3,091 | 814 | 0.04% | 0.03% | 1409 | +620 | 25.09% | Q1 2026 | Apr 27, 2026 |
| Tactive Advisors, LLC | History | Added to | 3,112 | 814 | 0.23% | 0.23% | 1410 | +11 | 0.35% | Q1 2026 | Apr 16, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 3,097 | 811 | 0.06% | 0.06% | 1411 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Miller Capital Partners, Inc. | History | No change | 3,097 | 811 | 0.39% | 0.4% | 1412 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MA Private Wealth | History | Reduced | 3,072 | 804 | 0.14% | 0.13% | 1413 | -36 | -1.16% | Q1 2026 | May 07, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | New | 3,067 | 803 | 0.09% | — | 1414 | +3,067 | New | Q1 2026 | Apr 07, 2026 |
| Kestra Investment Management, LLC | History | Added to | 3,053 | 799 | 0.01% | 0.01% | 1415 | +1,002 | 48.85% | Q1 2026 | May 11, 2026 |
| Birchcreek Wealth Management, LLC | History | Reduced | 3,047 | 798 | 0.38% | 0.41% | 1416 | -170 | -5.28% | Q1 2026 | May 08, 2026 |
| Carroll Advisory Group, LLC | History | Reduced | 3,039 | 796 | 0.31% | 0.51% | 1417 | -1,534 | -33.54% | Q1 2026 | Apr 22, 2026 |
| Marathon Strategic Advisors, LLC | History | Reduced | 3,033 | 794 | 0.57% | 0.6% | 1418 | -2 | -0.07% | Q1 2026 | Apr 15, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 3,012 | 788 | 0.23% | 0.24% | 1419 | -150 | -4.74% | Q1 2026 | Apr 22, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 3,012 | 788 | 0.24% | 0.16% | 1420 | +48 | 1.62% | Q1 2026 | May 12, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 3,005 | 787 | 0.13% | 0.12% | 1421 | -14 | -0.46% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Added to | 2,994 | 784 | 0.02% | 0.02% | 1423 | +1,013 | 51.14% | Q1 2026 | Apr 29, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 2,997 | 784 | 0.02% | 0.03% | 1422 | +200 | 7.15% | Q1 2026 | May 07, 2026 |
| Clark Wealth Partners | History | No change | 2,992 | 783 | 0.53% | 0.47% | 1424 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 2,983 | 781 | 0.43% | 0.4% | 1425 | +501 | 20.19% | Q1 2026 | Apr 16, 2026 |
| J2 Capital Management Inc | History | Added to | 2,980 | 780 | 0.53% | 0.53% | 1426 | +163 | 5.79% | Q1 2026 | Apr 21, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 2,961 | 775 | 0.1% | 0.1% | 1427 | +95 | 3.31% | Q1 2026 | Apr 13, 2026 |
| Truvestments Capital LLC | History | Added to | 2,948 | 772 | 0.14% | 0.13% | 1428 | +80 | 2.79% | Q1 2026 | May 13, 2026 |
| EWA, LLC | History | Reduced | 2,941 | 770 | 0.17% | 0.23% | 1429 | -669 | -18.53% | Q1 2026 | Apr 23, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 2,939 | 769 | 0.1% | 0.14% | 1430 | -16 | -0.54% | Q1 2026 | May 18, 2026 |
| Aspire Growth Partners LLC | History | Added to | 2,936 | 768 | 0.53% | 0.45% | 1431 | +437 | 17.49% | Q1 2026 | Apr 17, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 2,930 | 767 | 0.06% | 0.07% | 1432 | -637 | -17.86% | Q1 2026 | May 15, 2026 |
| Fairscale Capital, LLC | History | No change | 2,923 | 765 | 0.53% | 0.5% | 1433 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Concentrum Wealth Management | History | New | 2,917 | 763 | 0.23% | — | 1436 | +2,917 | New | Q1 2026 | May 04, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 2,916 | 763 | 0.01% | 0.01% | 1434 | +339 | 13.15% | Q1 2026 | May 13, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 2,916 | 763 | 0.06% | 0.06% | 1435 | +7 | 0.24% | Q1 2026 | Apr 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 2,913 | 762 | 0.13% | 0.12% | 1437 | +28 | 0.97% | Q1 2026 | May 06, 2026 |
| McLean Asset Management Corp | History | Added to | 2,908 | 761 | 0.13% | 0.14% | 1438 | +3 | 0.1% | Q1 2026 | Apr 22, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Reduced | 2,897 | 758 | 0.37% | 0.43% | 1440 | -400 | -12.13% | Q1 2026 | May 15, 2026 |
| CERTUITY, LLC | History | No change | 2,897 | 758 | 0.05% | 0.05% | 1439 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 2,892 | 757 | 0.02% | 0.04% | 1441 | -2,116 | -42.25% | Q1 2026 | May 11, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 2,670 | 757 | 0.16% | 0.16% | 1443 | +82 | 3.17% | Q1 2026 | Apr 28, 2026 |
| Madison Asset Management, LLC | History | Reduced | 2,893 | 757 | 0.01% | 0.01% | 1442 | -52 | -1.77% | Q1 2026 | May 07, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 2,880 | 754 | 0.36% | 0.21% | 1445 | +1,256 | 77.34% | Q1 2026 | Apr 09, 2026 |
| ROCKLAND TRUST CO | History | Added to | 2,881 | 754 | 0.03% | 0.03% | 1444 | +6 | 0.21% | Q1 2026 | Apr 16, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 2,864 | 750 | 0.09% | 0.05% | 1447 | +1,441 | 101.26% | Q1 2026 | Apr 27, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 2,865 | 750 | 0.13% | 0.17% | 1446 | +4 | 0.14% | Q1 2026 | Apr 09, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 2,862 | 749 | 0.06% | 0.06% | 1449 | -494 | -14.72% | Q1 2026 | Apr 23, 2026 |
| Sterling Capital Management LLC | History | No change | 2,860 | 749 | 0.01% | 0.01% | 1448 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Solstein Capital, LLC | History | Added to | 2,859 | 748 | 0.31% | 0.29% | 1450 | +10 | 0.35% | Q1 2026 | May 14, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 2,850 | 746 | 0.38% | 0.38% | 1451 | -106 | -3.59% | Q1 2026 | Apr 15, 2026 |
| WASHBURN CAPITAL MANAGEMENT, INC. | History | Added to | 2,841 | 744 | 0.43% | 0.2% | 1452 | +1,407 | 98.12% | Q1 2026 | May 01, 2026 |
| Westmount Partners, LLC | History | Reduced | 2,836 | 742 | 0.18% | 0.2% | 1453 | -276 | -8.87% | Q1 2026 | Apr 16, 2026 |
| Clayton Financial Group LLC | History | Reduced | 2,831 | 741 | 0.38% | 0.49% | 1454 | -867 | -23.45% | Q1 2026 | Apr 13, 2026 |
| SEARLE & CO. | History | Added to | 2,823 | 739 | 0.19% | 0.17% | 1455 | +323 | 12.92% | Q1 2026 | May 08, 2026 |
| Curi Capital, LLC | History | Reduced | 2,814 | 737 | 0.01% | 0.02% | 1456 | -624 | -18.15% | Q1 2026 | May 15, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 2,815 | 737 | 0.04% | 0.03% | 1457 | +16 | 0.57% | Q1 2026 | May 04, 2026 |
| Stratos Investment Management, LLC | History | Added to | 2,813 | 737 | 0.03% | 0.03% | 1458 | +14 | 0.5% | Q1 2026 | Apr 28, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 2,804 | 734 | 0.35% | 0.33% | 1459 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 2,796 | 732 | 0.21% | 0.2% | 1460 | +181 | 6.92% | Q1 2026 | Apr 15, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 2,797 | 732 | 0.52% | 0.54% | 1461 | -25 | -0.89% | Q1 2026 | May 19, 2026 |
| FIRST COMMUNITY TRUST NA | History | Added to | 2,791 | 731 | 0.54% | 0.48% | 1462 | +284 | 11.33% | Q1 2026 | Apr 16, 2026 |
| TCTC Holdings, LLC | History | No change | 2,784 | 729 | 0.02% | 0.02% | 1463 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Fund Advisors of America Inc/FL | History | Added to | 2,781 | 728 | 0.74% | 0.66% | 1464 | +5 | 0.18% | Q1 2026 | May 13, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 2,774 | 726 | 0.15% | 0.15% | 1465 | +20 | 0.73% | Q1 2026 | May 04, 2026 |
| Atwater Malick LLC | History | No change | 2,775 | 726 | 0.2% | 0.2% | 1466 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 2,757 | 722 | 0.38% | 0.43% | 1467 | -250 | -8.31% | Q1 2026 | May 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 2,749 | 720 | 0.08% | 0.06% | 1468 | +1,071 | 63.83% | Q1 2026 | Apr 23, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 2,742 | 718 | 0.17% | 0.16% | 1469 | -59 | -2.11% | Q1 2026 | Apr 17, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 2,729 | 714 | 0.26% | 0.25% | 1470 | +35 | 1.3% | Q1 2026 | May 08, 2026 |
| WJ Financial Advisors LLC | History | Added to | 2,726 | 713 | 0.58% | 0.61% | 1471 | +69 | 2.6% | Q1 2026 | May 04, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 2,701 | 707 | 0.24% | 0.2% | 1472 | +285 | 11.8% | Q1 2026 | Apr 03, 2026 |
| MBL Wealth, LLC | History | No change | 2,700 | 707 | 0.05% | 0.06% | 1473 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 2,694 | 706 | 0.14% | 0.12% | 1474 | +6 | 0.22% | Q1 2026 | May 14, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 2,680 | 701 | 0.06% | 0.06% | 1475 | -127 | -4.52% | Q1 2026 | May 12, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 2,675 | 700 | 0.21% | 0.19% | 1476 | +214 | 8.7% | Q1 2026 | Apr 22, 2026 |
| Seek First Inc. | History | Reduced | 2,672 | 699 | 0.49% | 0.48% | 1478 | -35 | -1.29% | Q1 2026 | Apr 23, 2026 |
| McGuire Investment Group, LLC | History | Added to | 2,671 | 699 | 0.08% | 0.07% | 1477 | +15 | 0.56% | Q1 2026 | Apr 28, 2026 |
| Astra Wealth Partners LLC | History | Added to | 2,660 | 696 | 0.42% | 0.32% | 1479 | +571 | 27.33% | Q1 2026 | May 06, 2026 |
| Denver PWM, LLC | History | Reduced | 2,412 | 695 | 0.24% | 0.21% | 1480 | -221 | -8.39% | Q1 2026 | May 12, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 2,656 | 695 | 0.14% | 0.13% | 1481 | +171 | 6.88% | Q1 2026 | May 11, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | No change | 2,516 | 694 | 0.3% | 0.29% | 1482 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Pandi, LLC | History | New | 2,644 | 692 | 0.11% | — | 1484 | +2,644 | New | Q1 2026 | May 12, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 2,642 | 692 | 0.1% | 0.19% | 1483 | -110 | -4.0% | Q1 2026 | May 12, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | Added to | 2,639 | 691 | 0.57% | 0.45% | 1485 | +510 | 23.95% | Q1 2026 | Apr 21, 2026 |
| Birch Hill Investment Advisors LLC | History | Added to | 2,636 | 690 | 0.03% | 0.03% | 1486 | +15 | 0.57% | Q1 2026 | Apr 29, 2026 |
| Eagle Strategies LLC | History | Added to | 2,632 | 689 | 0.08% | 0.09% | 1487 | +38 | 1.46% | Q1 2026 | Apr 20, 2026 |
| Convergence Financial, LLC | History | Added to | 2,560 | 688 | 0.07% | 0.05% | 1488 | +1,236 | 93.35% | Q1 2026 | May 11, 2026 |
| CAMDEN NATIONAL BANK | History | Reduced | 2,621 | 686 | 0.09% | 0.09% | 1489 | -35 | -1.32% | Q1 2026 | May 04, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 2,616 | 685 | 0.1% | 0.09% | 1490 | +233 | 9.78% | Q1 2026 | Apr 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 2,615 | 684 | 0.04% | 0.04% | 1491 | -33 | -1.25% | Q1 2026 | May 07, 2026 |
| Members Trust Co | History | Reduced | 2,614 | 684 | 0.02% | 0.02% | 1492 | -30 | -1.13% | Q1 2026 | May 04, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 2,611 | 683 | 0.0% | 0.0% | 1493 | -2,674 | -50.6% | Q1 2026 | May 15, 2026 |
| Darden Wealth Group Inc | History | Added to | 2,610 | 683 | 0.35% | 0.19% | 1494 | +1,100 | 72.85% | Q1 2026 | May 08, 2026 |
| THOMPSON DAVIS & CO., INC. | History | No change | 2,607 | 682 | 0.45% | 0.4% | 1495 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 2,599 | 680 | 0.04% | 0.04% | 1496 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Truepoint, Inc. | History | Added to | 2,592 | 678 | 0.02% | 0.01% | 1497 | +18 | 0.7% | Q1 2026 | May 08, 2026 |
| CDKV HOLDINGS LLC | History | Added to | 2,581 | 676 | 0.59% | 0.55% | 1498 | +10 | 0.39% | Q1 2026 | May 01, 2026 |
| Integrated Wealth Management | History | Added to | 2,574 | 674 | 0.77% | 0.64% | 1499 | +361 | 16.31% | Q1 2026 | Apr 22, 2026 |
| Heritage Investment Group, Inc. | History | No change | 2,570 | 673 | 0.1% | 0.1% | 1500 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | No change | 2,572 | 673 | 0.38% | 0.41% | 1501 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| LRI Investments, LLC | History | No change | 2,566 | 672 | 0.06% | 0.05% | 1502 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 2,357 | 670 | 0.05% | 0.05% | 1503 | -44 | -1.83% | Q1 2026 | Apr 29, 2026 |
| Sara-Bay Financial | History | Added to | 2,542 | 665 | 0.2% | 0.19% | 1505 | +59 | 2.38% | Q1 2026 | Apr 17, 2026 |
| EFG International AG | History | Added to | 2,542 | 665 | 0.01% | 0.01% | 1506 | +6 | 0.24% | Q1 2026 | May 15, 2026 |
| Lutz Financial Services LLC | History | No change | 2,541 | 665 | 0.04% | 0.04% | 1504 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 2,526 | 661 | 0.07% | 0.09% | 1507 | -900 | -26.27% | Q1 2026 | May 04, 2026 |
| LPWM LLC | History | Added to | 2,523 | 660 | 0.17% | 0.15% | 1508 | +169 | 7.18% | Q1 2026 | Apr 08, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 2,524 | 660 | 0.44% | 0.41% | 1509 | +42 | 1.69% | Q1 2026 | Apr 21, 2026 |
| Bison Wealth, LLC | History | Reduced | 2,302 | 657 | 0.06% | 0.07% | 1510 | -129 | -5.31% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 2,508 | 656 | 0.22% | 0.18% | 1511 | +241 | 10.63% | Q1 2026 | May 15, 2026 |
| Sandhill Capital Partners LLC | History | Reduced | 2,502 | 655 | 0.06% | 0.05% | 1512 | -110 | -4.21% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | Reduced | 2,498 | 654 | 0.13% | 0.14% | 1514 | -72 | -2.8% | Q1 2026 | May 13, 2026 |
| Glaxis Capital Management, LLC | History | No change | 2,497 | 654 | 0.82% | 1.1% | 1513 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 2,486 | 651 | 0.3% | 0.29% | 1515 | -25 | -1.0% | Q1 2026 | Apr 27, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 2,484 | 650 | 0.31% | 0.31% | 1516 | +32 | 1.31% | Q1 2026 | May 05, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 2,471 | 647 | 0.0% | 0.0% | 1517 | +393 | 18.91% | Q1 2026 | May 13, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 2,474 | 647 | 0.05% | 0.05% | 1518 | -78 | -3.06% | Q1 2026 | May 14, 2026 |
| FF Advisors,LLC | History | Reduced | 2,284 | 646 | 0.26% | 0.37% | 1519 | -947 | -29.31% | Q1 2026 | Apr 27, 2026 |
| NWF Advisory Services Inc. | History | Added to | 2,452 | 641 | 0.07% | 0.06% | 1522 | +319 | 14.96% | Q1 2026 | May 04, 2026 |
| Keebeck Wealth Management | History | Reduced | 2,449 | 641 | 0.07% | 0.07% | 1520 | -57 | -2.27% | Q1 2026 | May 14, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 2,448 | 641 | 0.08% | 0.09% | 1521 | +1 | 0.04% | Q1 2026 | Apr 16, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 2,425 | 635 | 0.04% | 0.04% | 1523 | -35 | -1.42% | Q1 2026 | Jun 09, 2026 |
| Advisory Resource Group | History | Reduced | 2,423 | 634 | 0.11% | 0.12% | 1525 | -207 | -7.87% | Q1 2026 | May 15, 2026 |
| Advisory Alpha, LLC | History | Added to | 2,421 | 634 | 0.02% | 0.02% | 1524 | +137 | 6.0% | Q1 2026 | May 14, 2026 |
| Bank of New Hampshire | History | Reduced | 2,423 | 634 | 0.15% | 0.14% | 1526 | -44 | -1.78% | Q1 2026 | Apr 13, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Added to | 2,417 | 633 | 0.05% | 0.05% | 1527 | +88 | 3.78% | Q1 2026 | May 06, 2026 |
| Elk River Wealth Management LLC | History | No change | 2,416 | 632 | 0.1% | 0.1% | 1528 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sepio Capital, LP | History | Added to | 2,410 | 631 | 0.03% | 0.03% | 1529 | +8 | 0.33% | Q1 2026 | May 13, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 2,408 | 630 | 0.05% | 0.04% | 1530 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Churchill Financial Advisors, LLC | History | Added to | 2,396 | 627 | 0.13% | 0.19% | 1532 | +33 | 1.4% | Q1 2026 | Apr 22, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 2,398 | 627 | 0.21% | 0.22% | 1531 | -12 | -0.5% | Q1 2026 | May 04, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 2,391 | 626 | 0.05% | 0.05% | 1533 | +4 | 0.17% | Q1 2026 | Apr 16, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 2,199 | 625 | 0.01% | 0.01% | 1534 | +885 | 67.35% | Q1 2026 | May 15, 2026 |
| NOVEM GROUP | History | Reduced | 2,385 | 624 | 0.07% | 0.08% | 1536 | -202 | -7.81% | Q1 2026 | Apr 10, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 2,385 | 624 | 0.13% | 0.12% | 1535 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Redwood Family Wealth LLC | History | Reduced | 2,379 | 623 | 0.61% | 0.66% | 1537 | -207 | -8.0% | Q1 2026 | May 13, 2026 |
| Jacobi Capital Management LLC | History | Added to | 2,374 | 621 | 0.03% | 0.03% | 1538 | +375 | 18.76% | Q1 2026 | May 13, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 2,360 | 618 | 0.04% | 0.04% | 1539 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Peregrine Asset Advisers, Inc. | History | Added to | 2,356 | 617 | 0.17% | 0.15% | 1540 | +285 | 13.76% | Q1 2026 | Apr 24, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 2,352 | 616 | 0.06% | 0.04% | 1541 | +820 | 53.52% | Q1 2026 | May 06, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 2,355 | 616 | 0.19% | 0.16% | 1542 | +471 | 25.0% | Q1 2026 | May 13, 2026 |
| Leo Wealth, LLC | History | Reduced | 2,353 | 616 | 0.04% | 0.05% | 1543 | -128 | -5.16% | Q1 2026 | May 05, 2026 |
| Financial Management, Inc. | History | Added to | 2,353 | 616 | 0.58% | 0.57% | 1544 | +4 | 0.17% | Q1 2026 | Jul 02, 2026 |
| Keystone Financial Services | History | No change | 2,344 | 613 | 0.18% | 0.18% | 1545 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Platform Technology Partners | History | Added to | 2,338 | 612 | 0.12% | 0.12% | 1546 | +89 | 3.96% | Q1 2026 | Apr 27, 2026 |
| Tenzing Financial LLC | History | Reduced | 2,218 | 612 | 0.46% | 0.46% | 1547 | -1 | -0.05% | Q1 2026 | Apr 15, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 2,334 | 611 | 0.18% | 0.18% | 1549 | +34 | 1.48% | Q1 2026 | Apr 20, 2026 |
| Cascade Wealth Advisors, Inc | History | Reduced | 2,123 | 611 | 0.27% | 0.27% | 1550 | -23 | -1.07% | Q1 2026 | May 11, 2026 |
| Powerhouse Assets LLC | History | Added to | 2,335 | 611 | 0.53% | 0.53% | 1548 | +1 | 0.04% | Q1 2026 | Apr 28, 2026 |
| Capstone Wealth Management, Inc. | History | Reduced | 2,297 | 608 | 0.52% | 0.53% | 1551 | -36 | -1.54% | Q1 2026 | May 15, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 2,318 | 607 | 0.02% | 0.02% | 1552 | -57 | -2.4% | Q1 2026 | May 06, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | Reduced | 2,317 | 606 | 0.04% | 0.03% | 1553 | -63 | -2.65% | Q1 2026 | May 21, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 2,312 | 605 | 0.03% | 0.03% | 1554 | -200 | -7.96% | Q1 2026 | May 12, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 2,308 | 604 | 0.08% | 0.07% | 1557 | +294 | 14.6% | Q1 2026 | Apr 27, 2026 |
| Francis Financial, Inc. | History | Reduced | 2,308 | 604 | 0.11% | 0.12% | 1556 | -20 | -0.86% | Q1 2026 | May 07, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 2,309 | 604 | 0.15% | 0.15% | 1555 | +1 | 0.04% | Q1 2026 | Apr 17, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 2,303 | 603 | 0.03% | 0.03% | 1558 | +216 | 10.35% | Q1 2026 | May 06, 2026 |
| Meridian Financial Partners LLC | History | Added to | 2,270 | 602 | 0.23% | 0.17% | 1559 | +670 | 41.88% | Q1 2026 | Apr 15, 2026 |
| Kaizen Financial Strategies | History | Added to | 2,148 | 600 | 0.25% | 0.16% | 1560 | +723 | 50.74% | Q1 2026 | May 01, 2026 |
| Obermeyer Wealth Partners | History | Added to | 2,268 | 594 | 0.03% | 0.03% | 1562 | +142 | 6.68% | Q1 2026 | Apr 20, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 2,271 | 594 | 0.14% | 0.14% | 1563 | +8 | 0.35% | Q1 2026 | May 05, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 2,268 | 594 | 0.07% | 0.06% | 1561 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 2,266 | 593 | 0.52% | 0.52% | 1564 | -8 | -0.35% | Q1 2026 | May 06, 2026 |
| SPINNAKER TRUST | History | Reduced | 2,262 | 592 | 0.03% | 0.04% | 1565 | -527 | -18.9% | Q1 2026 | Apr 23, 2026 |
| First County Bank /CT/ | History | Added to | 2,258 | 591 | 0.32% | 0.29% | 1566 | +79 | 3.63% | Q1 2026 | Apr 03, 2026 |
| Gen-Wealth Partners Inc | History | No change | 2,253 | 590 | 0.19% | 0.19% | 1567 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | New | 2,247 | 588 | 0.14% | — | 1569 | +2,247 | New | Q1 2026 | Apr 17, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Added to | 2,245 | 588 | 0.31% | 0.32% | 1568 | +8 | 0.36% | Q1 2026 | Apr 22, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 2,244 | 587 | 0.0% | 0.0% | 1570 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 2,226 | 583 | 0.18% | 0.16% | 1571 | +464 | 26.33% | Q1 2026 | Apr 15, 2026 |
| Round Rock Advisors LLC | History | Reduced | 2,216 | 580 | 0.09% | 0.09% | 1572 | -181 | -7.55% | Q1 2026 | May 15, 2026 |
| Allen Capital Group, LLC | History | Reduced | 2,211 | 579 | 0.05% | 0.05% | 1573 | -10 | -0.45% | Q1 2026 | May 27, 2026 |
| PROSPERITY BANCSHARES INC | History | Reduced | 2,204 | 577 | 0.46% | 0.51% | 1574 | -5 | -0.23% | Q1 2026 | May 12, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 2,199 | 576 | 0.4% | 0.39% | 1575 | +49 | 2.28% | Q1 2026 | May 13, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 2,194 | 574 | 0.03% | 0.02% | 1576 | -98 | -4.28% | Q1 2026 | May 11, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 2,191 | 573 | 0.19% | 0.28% | 1578 | -1,038 | -32.15% | Q1 2026 | Apr 08, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 2,190 | 573 | 0.06% | 0.05% | 1577 | +2 | 0.09% | Q1 2026 | May 15, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Reduced | 2,185 | 572 | 0.11% | 0.12% | 1579 | -149 | -6.38% | Q1 2026 | Apr 24, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 2,118 | 563 | 0.16% | 0.16% | 1580 | +6 | 0.28% | Q1 2026 | Apr 08, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 2,146 | 562 | 0.03% | 0.03% | 1581 | +309 | 16.82% | Q1 2026 | Apr 17, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 2,149 | 562 | 0.16% | 0.16% | 1582 | -1 | -0.05% | Q1 2026 | Apr 27, 2026 |
| IMG Wealth Management, Inc. | History | No change | 2,143 | 561 | 0.36% | 0.35% | 1583 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RCS Financial Planning, LLC | History | Added to | 2,137 | 559 | 0.29% | 0.21% | 1584 | +215 | 11.19% | Q1 2026 | Apr 21, 2026 |
| Unified Investment Management | History | Added to | 2,133 | 558 | 0.57% | 0.5% | 1585 | +200 | 10.35% | Q1 2026 | Apr 29, 2026 |
| Thomasville National Bank | History | No change | 2,159 | 556 | 0.03% | 0.03% | 1586 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Accel Wealth Management | History | Reduced | 2,121 | 555 | 0.14% | 0.18% | 1588 | -495 | -18.92% | Q1 2026 | Apr 08, 2026 |
| CITY HOLDING CO | History | Added to | 2,121 | 555 | 0.07% | 0.07% | 1587 | +3 | 0.14% | Q1 2026 | Apr 15, 2026 |
| Atala Financial Inc | History | No change | 2,098 | 555 | 0.37% | 0.35% | 1589 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 2,116 | 554 | 0.13% | 0.13% | 1590 | +252 | 13.52% | Q1 2026 | Apr 24, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 2,115 | 553 | 0.02% | 0.05% | 1591 | -4,293 | -66.99% | Q1 2026 | May 15, 2026 |
| Wealth Care LLC | History | New | 2,110 | 552 | 0.49% | — | 1593 | +2,110 | New | Q1 2026 | Apr 24, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 2,112 | 552 | 0.12% | 0.14% | 1592 | -175 | -7.65% | Q1 2026 | Apr 21, 2026 |
| Nicholas Wealth, LLC. | History | Added to | 2,102 | 550 | 0.38% | 0.24% | 1594 | +746 | 55.01% | Q1 2026 | Apr 22, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 2,095 | 549 | 0.04% | 0.04% | 1595 | -17 | -0.8% | Q1 2026 | Apr 28, 2026 |
| JM2 Capital Inc. | History | No change | 2,096 | 548 | 0.45% | 0.43% | 1596 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| My Personal CFO, LLC | History | Reduced | 2,089 | 547 | 0.24% | 0.31% | 1597 | -823 | -28.26% | Q1 2026 | Apr 21, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 2,090 | 547 | 0.27% | 0.21% | 1598 | +519 | 33.04% | Q1 2026 | Apr 22, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 2,091 | 547 | 0.28% | 0.25% | 1599 | +186 | 9.76% | Q1 2026 | May 15, 2026 |
| Bravera Wealth | History | Added to | 2,087 | 546 | 0.25% | 0.19% | 1602 | +577 | 38.21% | Q1 2026 | Apr 22, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 2,087 | 546 | 0.02% | 0.03% | 1600 | -185 | -8.14% | Q1 2026 | May 08, 2026 |
| Sequent Planning LLC | History | Added to | 2,085 | 546 | 0.13% | 0.13% | 1601 | +104 | 5.25% | Q1 2026 | Apr 21, 2026 |
| Vident Advisory, LLC | History | Added to | 2,079 | 544 | 0.0% | 0.0% | 1603 | +177 | 9.31% | Q1 2026 | May 14, 2026 |
| TPG Advisors LLC | History | Added to | 2,073 | 542 | 0.34% | 0.26% | 1604 | +476 | 29.81% | Q1 2026 | Apr 22, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,068 | 541 | 0.03% | 0.07% | 1605 | -3,240 | -61.04% | Q1 2026 | May 15, 2026 |
| Parcion Private Wealth LLC | History | New | 2,069 | 541 | 0.03% | — | 1606 | +2,069 | New | Q1 2026 | Apr 22, 2026 |
| Main Street Group, LTD | History | Reduced | 2,062 | 540 | 0.16% | 0.19% | 1607 | -22 | -1.06% | Q1 2026 | May 06, 2026 |
| Urban Financial Advisory Corp | History | Added to | 2,060 | 539 | 0.19% | 0.18% | 1608 | +270 | 15.08% | Q1 2026 | May 08, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 2,061 | 539 | 0.14% | 0.14% | 1609 | +5 | 0.24% | Q1 2026 | Apr 17, 2026 |
| Atlas Brown,Inc. | History | Added to | 2,057 | 538 | 0.16% | 0.09% | 1610 | +907 | 78.87% | Q1 2026 | Apr 17, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 2,054 | 538 | 0.05% | 0.03% | 1611 | +811 | 65.25% | Q1 2026 | May 15, 2026 |
| WAYSTONE ADVISORS LLC | History | Reduced | 2,056 | 538 | 0.48% | 0.46% | 1613 | -38 | -1.81% | Q1 2026 | Apr 16, 2026 |
| Front Row Advisors LLC | History | No change | 2,055 | 538 | 0.18% | 0.18% | 1612 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| UMB Bank, n.a. | History | Reduced | 2,047 | 536 | 0.01% | 0.01% | 1614 | -284 | -12.18% | Q1 2026 | May 11, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 2,046 | 535 | 0.13% | 0.12% | 1615 | +276 | 15.59% | Q1 2026 | May 07, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 2,039 | 534 | 0.13% | 0.13% | 1616 | -4 | -0.2% | Q1 2026 | Apr 17, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | No change | 2,041 | 534 | 0.43% | 0.42% | 1617 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 2,039 | 534 | 0.35% | 0.36% | 1618 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Stanley-Laman Group, Ltd. | History | New | 2,036 | 533 | 0.07% | — | 1621 | +2,036 | New | Q1 2026 | Apr 16, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 2,037 | 533 | 0.06% | 0.06% | 1619 | -200 | -8.94% | Q1 2026 | May 06, 2026 |
| Prospera Capital Management, LLC | History | No change | 2,038 | 533 | 0.27% | 0.26% | 1620 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 2,034 | 532 | 0.24% | 0.17% | 1624 | +483 | 31.14% | Q1 2026 | Apr 28, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 2,034 | 532 | 0.01% | 0.01% | 1622 | -59 | -2.82% | Q1 2026 | May 14, 2026 |
| Newport Capital Group, LLC | History | Reduced | 2,030 | 532 | 0.32% | 0.32% | 1623 | -21 | -1.02% | Q1 2026 | May 11, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 2,030 | 531 | 0.43% | — | 1625 | +2,030 | New | Q1 2026 | May 15, 2026 |
| Lynx Investment Advisory | History | New | 2,024 | 530 | 0.25% | — | 1626 | +2,024 | New | Q1 2026 | Apr 24, 2026 |
| IFC Advisors LLC | History | Reduced | 2,022 | 529 | 0.08% | 1.86% | 1627 | -47,261 | -95.9% | Q1 2026 | May 04, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | No change | 2,018 | 528 | 0.44% | 0.43% | 1628 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clearstead Trust, LLC | History | Reduced | 2,015 | 527 | 0.09% | 0.08% | 1629 | -32 | -1.56% | Q1 2026 | May 06, 2026 |
| Center For Asset Management LLC | History | Reduced | 2,010 | 526 | 0.26% | 0.34% | 1630 | -542 | -21.24% | Q1 2026 | Apr 16, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 2,010 | 526 | 0.23% | 0.22% | 1631 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Team Hewins, LLC | History | Reduced | 2,007 | 525 | 0.16% | 0.17% | 1632 | -2 | -0.1% | Q1 2026 | Apr 30, 2026 |
| Wealth Management Nebraska | History | No change | 2,008 | 525 | 0.05% | 0.06% | 1633 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 2,002 | 524 | 0.1% | 0.07% | 1635 | +193 | 10.67% | Q1 2026 | May 11, 2026 |
| Covenant Asset Management, LLC | History | Added to | 2,003 | 524 | 0.08% | 0.06% | 1634 | +76 | 3.94% | Q1 2026 | Apr 14, 2026 |
| United Advisor Group, LLC | History | Reduced | 2,001 | 524 | 0.06% | 0.07% | 1636 | -30 | -1.48% | Q1 2026 | Apr 17, 2026 |
| Finward Bancorp | History | Added to | 1,997 | 523 | 0.42% | 0.34% | 1637 | +280 | 16.31% | Q1 2026 | Apr 10, 2026 |
| Peirce Capital Management, LLC | History | New | 1,995 | 522 | 0.2% | — | 1639 | +1,995 | New | Q1 2026 | Apr 20, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 1,996 | 522 | 0.19% | 0.18% | 1638 | +1 | 0.05% | Q1 2026 | Apr 14, 2026 |
| MCF Advisors LLC | History | Added to | 1,992 | 521 | 0.02% | 0.01% | 1640 | +1,024 | 105.79% | Q1 2026 | May 11, 2026 |
| Prosperitas Financial LLC | History | Added to | 1,981 | 518 | 0.19% | 0.12% | 1643 | +791 | 66.47% | Q1 2026 | May 15, 2026 |
| Family CFO Inc | History | Reduced | 1,978 | 518 | 0.23% | 0.25% | 1642 | -185 | -8.55% | Q1 2026 | Apr 28, 2026 |
| Rede Wealth, LLC | History | Added to | 1,978 | 518 | 0.19% | 0.17% | 1641 | +95 | 5.05% | Q1 2026 | Apr 10, 2026 |
| Independent Wealth Network Inc. | History | New | 1,973 | 516 | 0.15% | — | 1648 | +1,973 | New | Q1 2026 | Apr 20, 2026 |
| IFC & Insurance Marketing, Inc. | History | Reduced | 1,973 | 516 | 0.54% | 0.56% | 1646 | -223 | -10.15% | Q1 2026 | Apr 16, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Added to | 4,125 | 516 | 0.19% | 0.2% | 1647 | +47 | 1.15% | Q1 2026 | May 14, 2026 |
| NBT BANK N A /NY | History | Added to | 1,971 | 516 | 0.03% | 0.04% | 1644 | +34 | 1.76% | Q1 2026 | Apr 28, 2026 |
| Melone Private Wealth, LLC | History | No change | 1,972 | 516 | 0.21% | 0.22% | 1645 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Nova R Wealth, Inc. | History | Reduced | 1,968 | 515 | 0.16% | 0.2% | 1650 | -214 | -9.81% | Q1 2026 | Apr 17, 2026 |
| Key FInancial Inc | History | Added to | 1,967 | 515 | 0.09% | 0.09% | 1651 | +2 | 0.1% | Q1 2026 | Apr 24, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 1,968 | 515 | 0.05% | 0.05% | 1649 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 1,962 | 514 | 0.06% | 0.06% | 1652 | -119 | -5.72% | Q1 2026 | Apr 16, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 1,957 | 512 | 0.14% | 0.14% | 1653 | +53 | 2.78% | Q1 2026 | Apr 15, 2026 |
| Keystone Financial Services, LLC | History | Reduced | 1,954 | 511 | 0.34% | 0.35% | 1655 | -34 | -1.71% | Q1 2026 | Apr 21, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 1,952 | 511 | 0.28% | 0.27% | 1654 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 1,981 | 510 | 0.07% | 0.07% | 1656 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Capital Square, LLC | History | Reduced | 1,799 | 509 | 0.23% | 0.3% | 1657 | -485 | -21.23% | Q1 2026 | May 11, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 1,945 | 509 | 0.2% | 0.2% | 1658 | +1 | 0.05% | Q1 2026 | May 01, 2026 |
| Granite Bay Wealth Management, LLC | History | Added to | 1,942 | 508 | 0.11% | 0.08% | 1659 | +688 | 54.86% | Q1 2026 | May 01, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Reduced | 1,929 | 505 | 0.14% | 0.14% | 1660 | -105 | -5.16% | Q1 2026 | May 11, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 1,920 | 502 | 0.0% | 0.0% | 1661 | -19 | -0.98% | Q1 2026 | May 08, 2026 |
| Edge Financial Advisors LLC | History | No change | 1,947 | 502 | 0.21% | 0.21% | 1662 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Busey Bank | History | Added to | 1,914 | 501 | 0.01% | 0.01% | 1663 | +317 | 19.85% | Q1 2026 | Apr 28, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 1,915 | 501 | 0.12% | 0.11% | 1664 | +130 | 7.28% | Q1 2026 | Apr 10, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 1,905 | 498 | 0.02% | 0.02% | 1665 | -1 | -0.05% | Q1 2026 | Apr 21, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 1,755 | 497 | 0.07% | 0.07% | 1666 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| LJI Wealth Management, LLC | History | Added to | 1,897 | 496 | 0.08% | 0.06% | 1668 | +428 | 29.14% | Q1 2026 | May 04, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 1,897 | 496 | 0.16% | 0.16% | 1667 | +6 | 0.32% | Q1 2026 | May 04, 2026 |
| Penobscot Investment Management Company, Inc. | History | Reduced | 1,891 | 495 | 0.04% | 0.05% | 1669 | -432 | -18.6% | Q1 2026 | Apr 29, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 1,881 | 492 | 0.23% | 0.26% | 1670 | +12 | 0.64% | Q1 2026 | Apr 14, 2026 |
| LCNB CORP | History | No change | 1,875 | 491 | 0.17% | 0.16% | 1671 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1,869 | 489 | 0.07% | 0.07% | 1672 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| McMillan Office, Inc. | History | No change | 1,865 | 488 | 0.06% | 0.06% | 1673 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Osprey Private Wealth LLC | History | Added to | 1,858 | 486 | 0.14% | 0.08% | 1674 | +750 | 67.69% | Q1 2026 | May 01, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 1,851 | 484 | 0.07% | 0.08% | 1675 | -186 | -9.13% | Q1 2026 | May 13, 2026 |
| Global Financial Private Client, LLC | History | Added to | 1,849 | 484 | 0.16% | 0.16% | 1677 | +44 | 2.44% | Q1 2026 | Apr 20, 2026 |
| Vision Capital Management, Inc. | History | Added to | 1,851 | 484 | 0.06% | 0.06% | 1676 | +4 | 0.22% | Q1 2026 | Apr 24, 2026 |
| Bakala Capital LLC | History | Added to | 1,839 | 481 | 2.31% | 2.23% | 1678 | +7 | 0.38% | Q1 2026 | May 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 1,758 | 480 | 0.03% | 0.05% | 1680 | -1,641 | -48.28% | Q1 2026 | Apr 17, 2026 |
| KLCM Advisors, Inc. | History | No change | 1,836 | 480 | 0.04% | 0.04% | 1679 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 1,831 | 479 | 0.38% | 0.39% | 1681 | +7 | 0.38% | Q1 2026 | May 05, 2026 |
| Wells Financial Advisors INC | History | Reduced | 1,828 | 478 | 2.17% | 3.5% | 1682 | -5,311 | -74.39% | Q1 2026 | May 07, 2026 |
| TrustWell Financial Advisors, LLC | History | No change | 1,820 | 476 | 0.45% | 0.45% | 1683 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 1,816 | 475 | 0.2% | 0.2% | 1684 | +1 | 0.06% | Q1 2026 | Apr 20, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Added to | 1,813 | 474 | 0.36% | 0.34% | 1685 | +2 | 0.11% | Q1 2026 | May 08, 2026 |
| SUMMITRY LLC | History | Added to | 1,804 | 472 | 0.02% | 0.02% | 1686 | +50 | 2.85% | Q1 2026 | May 22, 2026 |
| Vigilare Wealth Management | History | Reduced | 1,800 | 471 | 0.16% | 0.65% | 1688 | -5,693 | -75.98% | Q1 2026 | Apr 01, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 1,801 | 471 | 0.05% | 0.04% | 1687 | +363 | 25.24% | Q1 2026 | May 11, 2026 |
| Brown Miller Wealth Management, LLC | History | No change | 1,800 | 471 | 0.13% | 0.13% | 1689 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 1,796 | 470 | 0.23% | 0.23% | 1690 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Parsonex Advisory Services, Inc. | History | Reduced | 1,793 | 469 | 0.46% | 0.32% | 1691 | -181 | -9.17% | Q1 2026 | May 12, 2026 |
| Pitcairn Wealth Advisors LLC | History | Reduced | 1,816 | 468 | 0.04% | 0.26% | 1693 | -9,411 | -83.82% | Q1 2026 | May 13, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 1,788 | 468 | 0.01% | 0.01% | 1692 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Montecito Bank & Trust | History | Reduced | 1,786 | 467 | 0.08% | 0.1% | 1694 | -650 | -26.68% | Q1 2026 | Apr 16, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 1,783 | 467 | 0.05% | 0.05% | 1695 | +1 | 0.06% | Q1 2026 | Apr 30, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 1,784 | 467 | 0.2% | 0.21% | 1696 | +1 | 0.06% | Q1 2026 | May 01, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,766 | 465 | 0.03% | 0.03% | 1697 | -22 | -1.23% | Q1 2026 | May 01, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 1,772 | 464 | 0.02% | 0.02% | 1698 | +165 | 10.27% | Q1 2026 | May 08, 2026 |
| SEVEN MILE ADVISORY | History | No change | 1,768 | 463 | 0.33% | 0.08% | 1699 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Douglass Winthrop Advisors, LLC | History | Reduced | 1,761 | 461 | 0.01% | 0.01% | 1700 | -581 | -24.81% | Q1 2026 | May 13, 2026 |
| DAHRING | CUSMANO LLC | History | Added to | 1,761 | 461 | 0.28% | 0.31% | 1701 | +7 | 0.4% | Q1 2026 | May 05, 2026 |
| TBH Global Asset Management, LLC | History | New | 1,759 | 460 | 0.09% | — | 1704 | +1,759 | New | Q1 2026 | Apr 22, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 1,759 | 460 | 0.07% | 0.09% | 1702 | -410 | -18.9% | Q1 2026 | Apr 14, 2026 |
| Town Capital LLC | History | Added to | 1,758 | 460 | 0.37% | 0.34% | 1703 | +148 | 9.19% | Q1 2026 | Jun 04, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 1,754 | 459 | 0.06% | 0.04% | 1705 | +443 | 33.79% | Q1 2026 | May 04, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 1,750 | 458 | 0.06% | 0.06% | 1706 | +41 | 2.4% | Q1 2026 | May 04, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Reduced | 1,616 | 458 | 0.43% | 0.44% | 1707 | -22 | -1.34% | Q1 2026 | Apr 27, 2026 |
| ARMSTRONG HENRY H ASSOCIATES INC | History | No change | 1,745 | 457 | 0.05% | 0.04% | 1708 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| DGS Capital Management, LLC | History | Added to | 1,744 | 456 | 0.07% | 0.08% | 1709 | +24 | 1.4% | Q1 2026 | Apr 28, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 1,734 | 454 | 0.41% | 0.21% | 1712 | +937 | 117.57% | Q1 2026 | Apr 23, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 1,734 | 454 | 0.17% | 0.2% | 1711 | -398 | -18.67% | Q1 2026 | May 08, 2026 |
| Archer Investment Corp | History | Reduced | 1,735 | 454 | 0.1% | 0.1% | 1710 | -43 | -2.42% | Q1 2026 | May 04, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 1,733 | 453 | 0.02% | 0.02% | 1714 | -66 | -3.67% | Q1 2026 | Apr 14, 2026 |
| MIDDLETON & CO INC/MA | History | No change | 1,730 | 453 | 0.05% | 0.05% | 1713 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bell Bank | History | Reduced | 1,728 | 452 | 0.02% | 0.02% | 1715 | -196 | -10.19% | Q1 2026 | Apr 23, 2026 |
| Resolute Wealth Strategies, LLC | History | Added to | 1,722 | 451 | 0.19% | 0.17% | 1716 | +247 | 16.75% | Q1 2026 | May 07, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 1,719 | 450 | 0.03% | 0.03% | 1717 | -328 | -16.02% | Q1 2026 | May 01, 2026 |
| TOWER TRUST & INVESTMENT Co | History | Added to | 1,712 | 448 | 0.29% | 0.26% | 1719 | +93 | 5.74% | Q1 2026 | Apr 08, 2026 |
| PFW Advisors LLC | History | No change | 1,714 | 448 | 0.14% | 0.13% | 1718 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Covestor Ltd | History | Added to | 1,704 | 447 | 0.31% | 0.22% | 1720 | +60 | 3.65% | Q1 2026 | May 05, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 1,706 | 446 | 0.06% | 0.04% | 1721 | +616 | 56.51% | Q1 2026 | Apr 27, 2026 |
| Tumwater Wealth Management, LLC | History | Reduced | 1,705 | 446 | 0.18% | 0.21% | 1722 | -257 | -13.1% | Q1 2026 | Apr 20, 2026 |
| Synergy Financial Group, LTD | History | Reduced | 1,696 | 444 | 0.33% | 0.39% | 1724 | -447 | -20.86% | Q1 2026 | May 14, 2026 |
| HM PAYSON & CO | History | Reduced | 1,697 | 444 | 0.01% | 0.01% | 1723 | -68 | -3.85% | Q1 2026 | Apr 13, 2026 |
| LMG Wealth Partners, LLC | History | No change | 1,698 | 444 | 0.08% | 0.08% | 1725 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | No change | 1,690 | 442 | 0.21% | 0.2% | 1726 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KPP Advisory Services LLC | History | Reduced | 1,679 | 439 | 0.06% | 0.06% | 1727 | -27 | -1.58% | Q1 2026 | Apr 24, 2026 |
| Miller Financial Services LLC | History | Added to | 1,679 | 439 | 0.48% | 0.51% | 1728 | +4 | 0.24% | Q1 2026 | May 01, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 1,673 | 438 | 0.03% | 0.03% | 1729 | +3 | 0.18% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 1,671 | 437 | 0.03% | 0.34% | 1730 | -25,331 | -93.81% | Q1 2026 | Apr 28, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 1,663 | 435 | 0.11% | 0.02% | 1731 | +1,286 | 341.11% | Q1 2026 | Apr 03, 2026 |
| Invst, LLC | History | Reduced | 1,653 | 433 | 0.05% | 0.05% | 1732 | -138 | -7.71% | Q1 2026 | May 13, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 1,654 | 433 | 0.34% | 0.34% | 1733 | +39 | 2.41% | Q1 2026 | Apr 22, 2026 |
| Riverview Capital Advisers, LLC | History | Reduced | 1,652 | 432 | 0.14% | 4.05% | 1736 | -50,182 | -96.81% | Q1 2026 | May 13, 2026 |
| Weitzel Financial Services, Inc. | History | No change | 1,641 | 432 | 0.16% | 0.17% | 1734 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Templeton & Phillips Capital Management, LLC | History | No change | 1,652 | 432 | 0.35% | 0.28% | 1735 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 1,647 | 431 | 0.01% | 0.01% | 1738 | -76 | -4.41% | Q1 2026 | Apr 15, 2026 |
| Golden Bell Financial Planning LLC | History | Reduced | 1,646 | 431 | 0.34% | 0.36% | 1739 | -26 | -1.56% | Q1 2026 | May 05, 2026 |
| LifeGuide Financial Advisors, LLC | History | No change | 1,646 | 431 | 0.14% | 0.14% | 1737 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 1,645 | 430 | 0.05% | 0.06% | 1742 | -320 | -16.28% | Q1 2026 | Apr 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 1,643 | 430 | 0.06% | 0.06% | 1740 | -118 | -6.7% | Q1 2026 | Apr 15, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 1,643 | 430 | 0.12% | 0.12% | 1743 | +53 | 3.33% | Q1 2026 | Apr 23, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 1,642 | 430 | 0.01% | 0.01% | 1741 | +8 | 0.49% | Q1 2026 | May 12, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 1,639 | 429 | 0.09% | 0.09% | 1746 | -32 | -1.92% | Q1 2026 | Apr 30, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 1,492 | 429 | 0.01% | 0.01% | 1744 | +25 | 1.7% | Q1 2026 | May 11, 2026 |
| First National Bank of Mount Dora, Trust Investment Services | History | Reduced | 1,639 | 429 | 0.09% | 0.09% | 1745 | -9 | -0.55% | Q1 2026 | Jun 08, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 1,627 | 426 | 0.05% | 0.07% | 1750 | -516 | -24.08% | Q1 2026 | May 08, 2026 |
| Forum Financial Management, LP | History | Added to | 1,628 | 426 | 0.01% | 0.0% | 1749 | +444 | 37.5% | Q1 2026 | Apr 23, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 1,529 | 426 | 0.13% | 0.11% | 1748 | +292 | 23.61% | Q1 2026 | Apr 30, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Reduced | 1,627 | 426 | 0.05% | 0.05% | 1747 | -143 | -8.08% | Q1 2026 | Apr 30, 2026 |
| Millstone Evans Group, LLC | History | Added to | 1,624 | 425 | 0.26% | 0.23% | 1752 | +118 | 7.84% | Q1 2026 | Apr 30, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | Reduced | 1,625 | 425 | 0.27% | 0.26% | 1751 | -18 | -1.1% | Q1 2026 | May 07, 2026 |
| Intergy Private Wealth, LLC | History | Reduced | 1,621 | 424 | 0.12% | 0.13% | 1753 | -11 | -0.67% | Q1 2026 | Apr 16, 2026 |
| LexAurum Advisors, LLC | History | New | 1,617 | 423 | 0.05% | — | 1755 | +1,617 | New | Q1 2026 | Apr 13, 2026 |
| Veratis Advisors, Inc. | History | No change | 1,537 | 423 | 0.33% | 0.33% | 1754 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| KWMG, LLC | History | Added to | 1,614 | 422 | 0.04% | 0.04% | 1756 | +15 | 0.94% | Q1 2026 | Apr 09, 2026 |
| Pillar Financial Advisors, LLC | History | Reduced | 1,613 | 422 | 0.25% | 0.25% | 1757 | -6 | -0.37% | Q1 2026 | May 07, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Added to | 1,609 | 421 | 0.34% | 0.34% | 1758 | +7 | 0.44% | Q1 2026 | May 04, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 1,604 | 420 | 0.03% | 0.2% | 1759 | -9,774 | -85.9% | Q1 2026 | Apr 20, 2026 |
| EASTERN BANK | History | Added to | 1,603 | 419 | 0.01% | 0.0% | 1761 | +970 | 153.24% | Q1 2026 | Apr 07, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 1,600 | 419 | 0.0% | 0.0% | 1760 | +600 | 60.0% | Q1 2026 | May 11, 2026 |
| Coastwise Capital Group, LLC | History | No change | 1,602 | 419 | 0.23% | 0.21% | 1762 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Altiora Financial Group, LLC | History | No change | 1,603 | 419 | 0.07% | 0.07% | 1763 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Fort Sheridan Advisors LLC | History | New | 1,594 | 417 | 0.05% | — | 1764 | +1,594 | New | Q1 2026 | May 06, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 1,578 | 413 | 0.09% | 0.09% | 1766 | +312 | 24.64% | Q1 2026 | Apr 14, 2026 |
| REDW Wealth LLC | History | Reduced | 1,580 | 413 | 0.16% | 0.18% | 1765 | -276 | -14.87% | Q1 2026 | May 07, 2026 |
| Authentikos Wealth Advisory, LLC | History | Added to | 1,578 | 413 | 0.28% | 0.25% | 1768 | +110 | 7.49% | Q1 2026 | May 07, 2026 |
| New Insight Wealth Advisors | History | Reduced | 1,579 | 413 | 0.15% | 0.15% | 1769 | -65 | -3.95% | Q1 2026 | May 07, 2026 |
| River Street Advisors LLC | History | No change | 1,580 | 413 | 0.14% | 0.15% | 1767 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Jefferies Financial Group Inc. | History | New | 1,576 | 412 | 0.0% | — | 1771 | +1,576 | New | Q1 2026 | May 07, 2026 |
| Goepper Burkhardt LLC | History | Added to | 1,573 | 412 | 0.14% | 0.13% | 1770 | +17 | 1.09% | Q1 2026 | May 13, 2026 |
| MATTERS CAPITAL LLC | History | New | 1,570 | 411 | 0.36% | — | 1773 | +1,570 | New | Q1 2026 | May 12, 2026 |
| Donor Advised Charitable Giving, Inc. | History | No change | 1,571 | 411 | 0.01% | 0.01% | 1772 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Chemistry Wealth Management LLC | History | Reduced | 1,569 | 410 | 0.07% | 0.09% | 1775 | -248 | -13.65% | Q1 2026 | Apr 09, 2026 |
| TruNorth Capital Management, LLC | History | No change | 1,569 | 410 | 0.08% | 0.08% | 1774 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| DF DENT & CO INC | History | Added to | 1,562 | 409 | 0.01% | 0.01% | 1776 | +52 | 3.44% | Q1 2026 | May 15, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Added to | 1,563 | 409 | 0.06% | 0.06% | 1777 | +31 | 2.02% | Q1 2026 | May 13, 2026 |
| Evergreen Wealth Partners LLC | History | Added to | 1,558 | 408 | 0.31% | 0.34% | 1778 | +5 | 0.32% | Q1 2026 | May 08, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 1,551 | 406 | 0.19% | 0.19% | 1779 | +21 | 1.37% | Q1 2026 | Apr 08, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 1,548 | 405 | 0.11% | 0.13% | 1782 | -284 | -15.5% | Q1 2026 | Apr 15, 2026 |
| Pacific Sage Partners, LLC | History | Reduced | 1,548 | 405 | 0.06% | 0.07% | 1781 | -81 | -4.97% | Q1 2026 | Apr 21, 2026 |
| Shepherd Financial Partners LLC | History | No change | 1,548 | 405 | 0.04% | 0.04% | 1780 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Somerset Group LLC | History | No change | 1,420 | 404 | 0.3% | 0.29% | 1783 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 1,542 | 403 | 0.13% | 0.13% | 1787 | -95 | -5.8% | Q1 2026 | Apr 23, 2026 |
| Great Diamond Partners, LLC | History | Added to | 1,542 | 403 | 0.08% | 0.07% | 1785 | +75 | 5.11% | Q1 2026 | May 12, 2026 |
| Independent Wealth Advisors LLC | History | Reduced | 1,541 | 403 | 0.4% | 0.43% | 1789 | -56 | -3.51% | Q1 2026 | May 22, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,539 | 403 | 0.05% | 0.05% | 1786 | +31 | 2.06% | Q1 2026 | Apr 23, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 1,563 | 403 | 0.03% | 0.03% | 1784 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TMB Capital Partners, LLC | History | No change | 1,541 | 403 | 0.14% | 0.14% | 1788 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bensler, LLC | History | Added to | 1,537 | 402 | 0.04% | 0.03% | 1790 | +418 | 37.35% | Q1 2026 | May 01, 2026 |
| Coquina Private Wealth LLC | History | Reduced | 1,532 | 401 | 0.32% | 0.32% | 1793 | -24 | -1.54% | Q1 2026 | May 05, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 1,531 | 401 | 0.06% | 0.06% | 1791 | -3 | -0.2% | Q1 2026 | May 06, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 1,534 | 401 | 0.13% | 0.15% | 1792 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Strengthening Families & Communities, LLC | History | New | 1,526 | 399 | 0.1% | — | 1796 | +1,526 | New | Q1 2026 | May 11, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 1,777 | 399 | 0.13% | 0.08% | 1794 | +198 | 12.54% | Q1 2026 | Apr 23, 2026 |
| Eagle Bay Advisors LLC | History | No change | 1,520 | 399 | 0.35% | 0.29% | 1795 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Greenspring Advisors, LLC | History | Added to | 1,514 | 396 | 0.02% | 0.02% | 1797 | +39 | 2.64% | Q1 2026 | May 04, 2026 |
| Keener Financial Planning LLC | History | Reduced | 1,515 | 396 | 0.17% | 0.17% | 1798 | -8 | -0.53% | Q1 2026 | May 01, 2026 |
| Strid Group, LLC | History | Added to | 1,508 | 395 | 0.05% | 0.03% | 1799 | +668 | 79.52% | Q1 2026 | Apr 29, 2026 |
| Beacon Capital Management, LLC | History | Added to | 1,509 | 395 | 0.07% | 0.06% | 1800 | +38 | 2.58% | Q1 2026 | May 11, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 1,507 | 394 | 0.05% | 0.04% | 1801 | +131 | 9.52% | Q1 2026 | May 13, 2026 |
| ERn Financial, LLC | History | Reduced | 1,502 | 393 | 0.07% | 0.1% | 1804 | -551 | -26.84% | Q1 2026 | Apr 24, 2026 |
| Paragon Capital Management LLC | History | Reduced | 1,503 | 393 | 0.19% | 0.26% | 1803 | -497 | -24.85% | Q1 2026 | May 14, 2026 |
| August Group Capital Ltd | History | Added to | 1,501 | 393 | 0.46% | 0.43% | 1806 | +6 | 0.4% | Q1 2026 | May 14, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 1,502 | 393 | 0.03% | 0.03% | 1802 | +2 | 0.13% | Q1 2026 | Apr 24, 2026 |
| TruWealth Advisors, LLC | History | Added to | 1,505 | 393 | 0.02% | 0.02% | 1805 | +1 | 0.07% | Q1 2026 | Apr 09, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 1,498 | 392 | 0.21% | 0.29% | 1807 | -548 | -26.78% | Q1 2026 | May 12, 2026 |
| DRAVO BAY LLC | History | Added to | 1,495 | 391 | 0.16% | 0.1% | 1808 | +555 | 59.04% | Q1 2026 | May 07, 2026 |
| Coastline Complete Wealth LLC | History | Reduced | 1,493 | 391 | 0.24% | 0.32% | 1809 | -489 | -24.67% | Q1 2026 | May 22, 2026 |
| Montis Financial, LLC | History | No change | 1,491 | 390 | 0.08% | 0.08% | 1810 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RiverFront Investment Group, LLC | History | New | 1,478 | 387 | 0.01% | — | 1811 | +1,478 | New | Q1 2026 | May 11, 2026 |
| Prospect Financial Services LLC | History | Added to | 1,477 | 386 | 0.24% | 0.21% | 1814 | +62 | 4.38% | Q1 2026 | Apr 24, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 1,477 | 386 | 0.04% | 0.04% | 1813 | +8 | 0.54% | Q1 2026 | Apr 29, 2026 |
| WealthTrust Axiom LLC | History | No change | 1,475 | 386 | 0.09% | 0.1% | 1812 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 1,474 | 386 | 0.37% | 0.37% | 1815 | 0 | 0.0% | Q1 2026 | Jun 11, 2026 |
| GDS Wealth Management | History | Added to | 1,471 | 385 | 0.02% | 0.02% | 1817 | +308 | 26.48% | Q1 2026 | Apr 27, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 1,471 | 385 | 0.12% | 0.12% | 1816 | -85 | -5.46% | Q1 2026 | May 12, 2026 |
| Breachway Investments LLC | History | No change | 1,464 | 385 | 0.37% | 0.4% | 1818 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 1,467 | 384 | 0.05% | 0.06% | 1819 | -238 | -13.96% | Q1 2026 | Apr 23, 2026 |
| Register Financial Advisors LLC | History | Added to | 1,465 | 383 | 0.14% | 0.12% | 1821 | +225 | 18.15% | Q1 2026 | Apr 15, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 1,465 | 383 | 0.04% | 0.04% | 1820 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cedar Point Capital Partners, LLC | History | Reduced | 1,451 | 380 | 0.25% | 0.24% | 1822 | -18 | -1.23% | Q1 2026 | May 06, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 1,441 | 377 | 0.05% | 0.05% | 1823 | +81 | 5.96% | Q1 2026 | May 11, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 1,439 | 376 | 0.03% | 0.03% | 1824 | +1 | 0.07% | Q1 2026 | Apr 08, 2026 |
| Proactive Wealth Strategies LLC | History | New | 1,432 | 375 | 0.07% | — | 1826 | +1,432 | New | Q1 2026 | Apr 29, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 1,435 | 375 | 0.01% | 0.01% | 1825 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Tempo Wealth, LLC | History | Reduced | 1,427 | 373 | 0.07% | 0.07% | 1828 | -209 | -12.78% | Q1 2026 | May 14, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Added to | 1,428 | 373 | 0.01% | 0.01% | 1827 | +2 | 0.14% | Q1 2026 | Apr 24, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 1,423 | 372 | 0.02% | 0.03% | 1829 | -35 | -2.4% | Q1 2026 | Apr 10, 2026 |
| Altura Wealth Advisors Inc. | History | New | 1,420 | 371 | 0.16% | — | 1830 | +1,420 | New | Q1 2026 | May 12, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 1,414 | 370 | 0.13% | 0.13% | 1831 | -3 | -0.21% | Q1 2026 | May 11, 2026 |
| Forza Wealth Management, LLC | History | No change | 1,410 | 369 | 0.13% | 0.13% | 1832 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Elevation Wealth Management LLC | History | Added to | 1,406 | 368 | 0.34% | 0.3% | 1833 | +204 | 16.97% | Q1 2026 | May 11, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 1,402 | 367 | 0.09% | 0.12% | 1834 | -472 | -25.19% | Q1 2026 | May 14, 2026 |
| Aspect Partners, LLC | History | No change | 1,402 | 367 | 0.15% | 0.16% | 1835 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Aspen Capital Management, LLC | History | No change | 1,403 | 367 | 0.09% | 0.09% | 1836 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Atlatl Advisers LLC | History | Added to | 1,398 | 366 | 0.27% | 0.11% | 1837 | +258 | 22.63% | Q1 2026 | May 07, 2026 |
| John A. Wolfe & Associates, Inc. | History | Added to | 1,400 | 366 | 0.56% | 0.19% | 1838 | +4 | 0.29% | Q1 2026 | May 04, 2026 |
| Courage Miller Partners, LLC | History | No change | 1,395 | 365 | 0.1% | 0.11% | 1839 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 1,396 | 365 | 0.16% | 0.16% | 1840 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 1,390 | 364 | 0.07% | 0.06% | 1841 | +337 | 32.0% | Q1 2026 | May 12, 2026 |
| LVW Advisors, LLC | History | Added to | 1,389 | 363 | 0.03% | 0.04% | 1842 | +38 | 2.81% | Q1 2026 | Apr 20, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 1,379 | 361 | 0.21% | 0.23% | 1843 | +2 | 0.15% | Q1 2026 | May 12, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 1,371 | 359 | 0.05% | 0.05% | 1846 | -14 | -1.01% | Q1 2026 | Apr 16, 2026 |
| Firestone Capital Management | History | Added to | 1,373 | 359 | 0.07% | 0.07% | 1845 | +5 | 0.37% | Q1 2026 | May 08, 2026 |
| Live Oak Private Wealth LLC | History | No change | 1,373 | 359 | 0.05% | 0.05% | 1844 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Clifford Group, LLC | History | No change | 1,374 | 359 | 0.28% | 0.27% | 1847 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BBR PARTNERS, LLC | History | Reduced | 1,369 | 358 | 0.02% | 0.06% | 1849 | -3,155 | -69.74% | Q1 2026 | May 12, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 1,370 | 358 | 0.08% | 0.08% | 1848 | +326 | 31.23% | Q1 2026 | May 15, 2026 |
| Values Added Financial LLC | History | Reduced | 1,369 | 358 | 0.15% | 0.17% | 1851 | -147 | -9.7% | Q1 2026 | Apr 20, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 1,369 | 358 | 0.09% | 0.09% | 1850 | -6 | -0.44% | Q1 2026 | Apr 09, 2026 |
| Vantage Point Financial LLC | History | Reduced | 1,369 | 358 | 0.13% | 0.13% | 1852 | -4 | -0.29% | Q1 2026 | May 01, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 1,365 | 357 | 0.04% | 0.03% | 1853 | +381 | 38.72% | Q1 2026 | May 06, 2026 |
| Alteri Wealth LLC | History | Reduced | 1,364 | 357 | 0.12% | 0.15% | 1854 | -374 | -21.52% | Q1 2026 | May 06, 2026 |
| FWG Investments, LLC. | History | New | 1,362 | 356 | 0.23% | — | 1856 | +1,362 | New | Q1 2026 | Apr 21, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 1,361 | 356 | 0.04% | 0.04% | 1855 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Cardinal Point Capital Management ULC | History | New | 1,355 | 354 | 0.02% | — | 1858 | +1,355 | New | Q1 2026 | Apr 20, 2026 |
| ZynergyRetirementPlanningLLC | History | No change | 1,354 | 354 | 0.21% | 0.21% | 1857 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| EagleClaw Capital Managment, LLC | History | Reduced | 1,350 | 353 | 0.05% | 0.06% | 1860 | -200 | -12.9% | Q1 2026 | May 08, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 1,351 | 353 | 0.12% | 0.12% | 1863 | +106 | 8.51% | Q1 2026 | Apr 21, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 1,351 | 353 | 0.08% | 0.08% | 1861 | -20 | -1.46% | Q1 2026 | Apr 28, 2026 |
| Essential Planning, LLC. | History | Reduced | 1,349 | 353 | 0.11% | 0.11% | 1862 | -7 | -0.52% | Q1 2026 | Apr 22, 2026 |
| CLARK ESTATES INC/NY | History | No change | 1,350 | 353 | 0.08% | 0.08% | 1859 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 1,338 | 352 | 0.11% | 0.11% | 1864 | +47 | 3.64% | Q1 2026 | May 14, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 1,340 | 351 | 0.03% | 0.03% | 1866 | -62 | -4.42% | Q1 2026 | May 14, 2026 |
| XY Planning Network, Inc. | History | Added to | 1,335 | 351 | 0.06% | 0.06% | 1867 | +5 | 0.38% | Q1 2026 | Apr 14, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,341 | 351 | 0.3% | 0.29% | 1868 | +4 | 0.3% | Q1 2026 | Apr 22, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 1,341 | 351 | 0.05% | 0.05% | 1865 | +2 | 0.15% | Q1 2026 | Apr 29, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 1,336 | 349 | 0.04% | 0.04% | 1869 | -4 | -0.3% | Q1 2026 | May 05, 2026 |
| GatePass Capital, LLC | History | Added to | 1,329 | 348 | 0.16% | 0.16% | 1870 | +108 | 8.85% | Q1 2026 | May 06, 2026 |
| LAWOOD & CO | History | Reduced | 1,327 | 347 | 0.32% | 0.32% | 1871 | -4 | -0.3% | Q1 2026 | Apr 14, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 1,322 | 346 | 0.03% | 0.03% | 1873 | -44 | -3.22% | Q1 2026 | May 07, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 1,322 | 346 | 0.17% | 0.19% | 1874 | -41 | -3.01% | Q1 2026 | Apr 27, 2026 |
| SilverOak Wealth Management LLC | History | No change | 1,323 | 346 | 0.05% | 0.05% | 1872 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cloud Capital Management, LLC | History | Added to | 1,320 | 345 | 0.15% | 0.15% | 1875 | +47 | 3.69% | Q1 2026 | May 12, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 1,315 | 344 | 0.22% | 0.2% | 1878 | +70 | 5.62% | Q1 2026 | Apr 15, 2026 |
| Missouri Trust & Investment Co | History | Reduced | 1,314 | 344 | 0.1% | 0.1% | 1877 | -30 | -2.23% | Q1 2026 | May 14, 2026 |
| Allen Investment Management, LLC | History | No change | 1,315 | 344 | 0.0% | 0.0% | 1876 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 1,311 | 343 | 0.18% | 0.74% | 1880 | -3,674 | -73.7% | Q1 2026 | May 14, 2026 |
| FINANCIAL DISCOVERY GROUP INC | History | New | 1,312 | 343 | 0.8% | — | 1881 | +1,312 | New | Q1 2026 | May 07, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 1,212 | 343 | 0.11% | 0.1% | 1879 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Flower City Capital | History | Reduced | 1,308 | 342 | 0.17% | 0.17% | 1882 | -10 | -0.76% | Q1 2026 | Apr 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 1,304 | 341 | 0.02% | 0.03% | 1885 | -837 | -39.09% | Q1 2026 | Apr 16, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 1,304 | 341 | 0.05% | 0.05% | 1884 | -10 | -0.76% | Q1 2026 | May 06, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 1,302 | 341 | 0.02% | 0.02% | 1883 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 1,299 | 340 | 0.08% | 0.08% | 1887 | +5 | 0.39% | Q1 2026 | Apr 20, 2026 |
| DAVIDSON TRUST CO | History | No change | 1,301 | 340 | 0.15% | 0.14% | 1886 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 1,295 | 339 | 0.02% | 0.02% | 1888 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | New | 1,293 | 338 | 0.12% | — | 1891 | +1,293 | New | Q1 2026 | Apr 27, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Reduced | 1,294 | 338 | 0.07% | 0.07% | 1889 | -112 | -7.97% | Q1 2026 | Apr 16, 2026 |
| Olistico Wealth, LLC | History | Added to | 1,294 | 338 | 0.17% | 0.16% | 1890 | +55 | 4.44% | Q1 2026 | Apr 08, 2026 |
| BlueChip Wealth Advisors LLC | History | New | 1,290 | 337 | 0.15% | — | 1895 | +1,290 | New | Q1 2026 | May 05, 2026 |
| Aerodigm Wealth, LLC | History | Reduced | 1,287 | 337 | 0.13% | 0.16% | 1893 | -305 | -19.16% | Q1 2026 | Apr 21, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 1,288 | 337 | 0.05% | 0.05% | 1894 | -33 | -2.5% | Q1 2026 | May 08, 2026 |
| Clarius Group, LLC | History | No change | 1,309 | 337 | 0.02% | 0.02% | 1892 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Added to | 1,285 | 336 | 0.27% | 0.17% | 1897 | +450 | 53.89% | Q1 2026 | May 12, 2026 |
| Aspiring Ventures, LLC | History | No change | 1,285 | 336 | 0.1% | 0.11% | 1896 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Destination Wealth Management | History | Added to | 1,281 | 335 | 0.01% | 0.01% | 1898 | +87 | 7.29% | Q1 2026 | May 15, 2026 |
| New Republic Capital, LLC | History | Added to | 1,279 | 335 | 0.11% | 0.09% | 1899 | +4 | 0.31% | Q1 2026 | May 01, 2026 |
| Painted Porch Advisors LLC | History | Added to | 1,276 | 334 | 0.16% | 0.13% | 1900 | +48 | 3.91% | Q1 2026 | May 14, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 1,273 | 333 | 0.03% | 0.06% | 1904 | -1,343 | -51.34% | Q1 2026 | Apr 16, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Reduced | 1,224 | 333 | 0.0% | 0.0% | 1901 | -200 | -14.04% | Q1 2026 | Apr 13, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 1,272 | 333 | 0.0% | 0.0% | 1903 | -133 | -9.47% | Q1 2026 | May 14, 2026 |
| ProVise Management Group, LLC | History | No change | 1,275 | 333 | 0.02% | 0.02% | 1902 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ATX Financial Planning, LLC | History | Reduced | 1,270 | 332 | 0.25% | 1.33% | 1907 | -5,418 | -81.01% | Q1 2026 | Apr 30, 2026 |
| Impact Capital Partners LLC | History | Added to | 1,268 | 332 | 0.1% | 0.09% | 1906 | +27 | 2.18% | Q1 2026 | Apr 10, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 1,291 | 332 | 0.04% | 0.04% | 1905 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| L. Roy Papp & Associates, LLP | History | Reduced | 1,257 | 329 | 0.04% | 0.04% | 1908 | -30 | -2.33% | Q1 2026 | Apr 14, 2026 |
| EVERPAR ADVISORS LLC | History | New | 1,255 | 328 | 0.11% | — | 1909 | +1,255 | New | Q1 2026 | Apr 21, 2026 |
| Santori & Peters, Inc. | History | Reduced | 1,250 | 327 | 0.1% | 0.11% | 1910 | -9 | -0.71% | Q1 2026 | May 07, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 1,251 | 327 | 0.09% | 0.1% | 1911 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| KWB Wealth | History | No change | 1,267 | 326 | 0.03% | 0.03% | 1912 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 1,165 | 324 | 0.02% | 0.02% | 1913 | +71 | 6.49% | Q1 2026 | Apr 20, 2026 |
| Smith Thornton Advisors LLC | History | Reduced | 1,236 | 323 | 0.16% | 0.17% | 1915 | -40 | -3.13% | Q1 2026 | Apr 16, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 1,236 | 323 | 0.11% | 0.11% | 1914 | -18 | -1.44% | Q1 2026 | May 06, 2026 |
| BetterWealth, LLC | History | New | 1,230 | 322 | 0.06% | — | 1916 | +1,230 | New | Q1 2026 | Apr 24, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 1,222 | 320 | 0.09% | 0.08% | 1918 | +115 | 10.39% | Q1 2026 | Apr 22, 2026 |
| WULFF, HANSEN & CO. | History | No change | 1,225 | 320 | 0.33% | 0.26% | 1917 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Wills Financial Group LLC | History | Added to | 1,118 | 319 | 0.12% | 0.1% | 1920 | +72 | 6.88% | Q1 2026 | May 14, 2026 |
| Gilbert & Cook, Inc. | History | No change | 1,218 | 319 | 0.04% | 0.04% | 1919 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Walleye Partners, LLC | History | No change | 1,220 | 319 | 0.39% | 0.35% | 1921 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Pflug Koory, LLC | History | Added to | 1,214 | 317 | 0.15% | 0.09% | 1922 | +454 | 59.74% | Q1 2026 | Apr 21, 2026 |
| Silver Coast Investments LLC | History | Added to | 1,208 | 316 | 0.1% | 0.1% | 1924 | +90 | 8.05% | Q1 2026 | Apr 22, 2026 |
| MBA Advisors LLC | History | No change | 1,207 | 316 | 0.12% | 0.13% | 1923 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 1,206 | 315 | 0.04% | 0.03% | 1927 | +219 | 22.19% | Q1 2026 | Apr 23, 2026 |
| Oak Harvest Investment Services | History | Reduced | 1,206 | 315 | 0.03% | 0.03% | 1926 | -34 | -2.74% | Q1 2026 | Apr 22, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 1,203 | 315 | 0.02% | 0.02% | 1925 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 1,199 | 314 | 0.18% | 0.17% | 1928 | -241 | -16.74% | Q1 2026 | Apr 14, 2026 |
| Arlington Trust Co LLC | History | Added to | 1,193 | 312 | 0.03% | 0.0% | 1929 | +1,103 | 1225.56% | Q1 2026 | Apr 08, 2026 |
| Portland Financial Advisors Inc | History | No change | 1,195 | 312 | 0.65% | 0.65% | 1930 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WNY Asset Management, LLC | History | New | 1,188 | 311 | 0.03% | — | 1931 | +1,188 | New | Q1 2026 | May 22, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 1,185 | 310 | 0.03% | 0.03% | 1932 | +37 | 3.22% | Q1 2026 | May 06, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 1,185 | 310 | 0.02% | 0.02% | 1933 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,178 | 309 | 0.0% | 0.0% | 1934 | +379 | 47.43% | Q1 2026 | May 01, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 1,183 | 309 | 0.02% | 0.02% | 1935 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Reflection Asset Management | History | No change | 1,163 | 307 | 0.22% | 0.22% | 1936 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 1,172 | 306 | 0.03% | 0.05% | 1938 | -656 | -35.89% | Q1 2026 | Apr 23, 2026 |
| Shakespeare Wealth Management, LLC | History | No change | 1,169 | 306 | 0.07% | 0.07% | 1937 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Traction Financial Partners, LLC | History | Reduced | 1,168 | 305 | 0.19% | 0.2% | 1941 | -108 | -8.46% | Q1 2026 | May 14, 2026 |
| EnRich Financial Partners LLC | History | Added to | 1,166 | 305 | 0.08% | 0.08% | 1939 | +3 | 0.26% | Q1 2026 | May 05, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 1,168 | 305 | 0.09% | 0.09% | 1940 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sensible Money, LLC | History | Reduced | 1,159 | 303 | 0.09% | 0.15% | 1943 | -700 | -37.65% | Q1 2026 | Apr 21, 2026 |
| Carter Financial Group, INC. | History | Added to | 1,158 | 303 | 0.19% | 0.18% | 1942 | +5 | 0.43% | Q1 2026 | Apr 27, 2026 |
| Breakwater Capital Group | History | Added to | 1,156 | 302 | 0.04% | 0.03% | 1945 | +326 | 39.28% | Q1 2026 | Apr 20, 2026 |
| Bannerstone Capital Management, LLC | History | Added to | 1,155 | 302 | 0.28% | 0.28% | 1946 | +4 | 0.35% | Q1 2026 | May 11, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 1,154 | 302 | 0.01% | 0.01% | 1944 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Foundry Financial LLC | History | Reduced | 1,151 | 301 | 0.13% | 0.21% | 1947 | -368 | -24.23% | Q1 2026 | Apr 21, 2026 |
| Davis Investment Partners, LLC | History | Added to | 1,148 | 300 | 0.11% | 0.1% | 1949 | +3 | 0.26% | Q1 2026 | Apr 20, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | Added to | 1,149 | 300 | 0.03% | 0.03% | 1948 | +1 | 0.09% | Q1 2026 | Apr 22, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 1,145 | 299 | 0.11% | 0.19% | 1952 | -987 | -46.29% | Q1 2026 | May 11, 2026 |
| Stokes Family Office, LLC | History | Added to | 1,145 | 299 | 0.03% | 0.03% | 1951 | +73 | 6.81% | Q1 2026 | May 11, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Reduced | 1,140 | 299 | 0.04% | 0.04% | 1950 | -25 | -2.15% | Q1 2026 | May 15, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 1,141 | 298 | 0.12% | 0.13% | 1953 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Added to | 1,137 | 297 | 0.08% | 0.08% | 1954 | +11 | 0.98% | Q1 2026 | May 01, 2026 |
| ALTFEST L J & CO INC | History | New | 1,132 | 296 | 0.03% | — | 1957 | +1,132 | New | Q1 2026 | Apr 28, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 1,131 | 296 | 0.01% | 0.0% | 1955 | +888 | 365.43% | Q1 2026 | May 07, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 1,133 | 296 | 0.01% | 0.01% | 1956 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 1,127 | 295 | 0.02% | 0.02% | 1959 | +42 | 3.87% | Q1 2026 | May 11, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 1,130 | 295 | 0.09% | 0.09% | 1958 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 1,123 | 294 | 0.02% | 0.02% | 1960 | +267 | 31.19% | Q1 2026 | Apr 17, 2026 |
| Shade Tree Advisors LLC | History | Reduced | 1,115 | 292 | 0.21% | 0.24% | 1963 | -108 | -8.83% | Q1 2026 | May 12, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 1,116 | 292 | 0.01% | 0.01% | 1962 | -56 | -4.78% | Q1 2026 | Apr 29, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Reduced | 1,117 | 292 | 0.04% | 0.04% | 1961 | -9 | -0.8% | Q1 2026 | May 05, 2026 |
| Redwood Financial Network Corp | History | Reduced | 1,113 | 291 | 0.19% | 0.2% | 1964 | -110 | -8.99% | Q1 2026 | May 14, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | Added to | 1,110 | 290 | 0.17% | 0.15% | 1965 | +187 | 20.26% | Q1 2026 | May 15, 2026 |
| SlateStone Wealth, LLC | History | No change | 1,107 | 290 | 0.02% | 0.02% | 1966 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | No change | 1,110 | 290 | 0.19% | 0.19% | 1967 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Symmetry Partners, LLC | History | New | 1,104 | 289 | 0.02% | — | 1970 | +1,104 | New | Q1 2026 | Apr 27, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 1,105 | 289 | 0.04% | 0.04% | 1968 | -75 | -6.36% | Q1 2026 | May 11, 2026 |
| First Pacific Financial | History | Reduced | 1,106 | 289 | 0.04% | 0.04% | 1969 | -62 | -5.31% | Q1 2026 | Apr 23, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 1,100 | 288 | 0.06% | 0.05% | 1971 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 1,099 | 287 | 0.02% | 0.02% | 1972 | +7 | 0.64% | Q1 2026 | Apr 30, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 1,094 | 286 | 0.13% | 0.1% | 1975 | +160 | 17.13% | Q1 2026 | May 04, 2026 |
| Hidden Cove Wealth Management, LLC | History | Reduced | 1,095 | 286 | 0.18% | 0.19% | 1974 | -53 | -4.62% | Q1 2026 | Apr 21, 2026 |
| FARMERS TRUST CO | History | No change | 1,092 | 286 | 0.04% | 0.05% | 1973 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Foster Group, Inc. | History | Added to | 1,088 | 284 | 0.01% | 0.01% | 1976 | +35 | 3.32% | Q1 2026 | Apr 13, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 1,083 | 283 | 0.01% | 0.01% | 1977 | +42 | 4.03% | Q1 2026 | Apr 21, 2026 |
| Benchmark Financial, LLC | History | New | 1,080 | 282 | 0.25% | — | 1978 | +1,080 | New | Q1 2026 | Apr 21, 2026 |
| Cypress Capital Group | History | Reduced | 1,076 | 281 | 0.03% | 0.03% | 1979 | -117 | -9.81% | Q1 2026 | May 15, 2026 |
| Legacy Trust | History | Added to | 1,076 | 281 | 0.05% | 0.05% | 1980 | +75 | 7.49% | Q1 2026 | Apr 14, 2026 |
| Squarepoint Ops LLC | History | New | 1,070 | 280 | 0.0% | — | 1982 | +1,070 | New | Q1 2026 | May 15, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 1,070 | 280 | 0.02% | 0.02% | 1981 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 1,067 | 279 | 0.02% | 0.02% | 1983 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Gallagher Capital Advisors, LLC | History | Reduced | 1,064 | 278 | 0.19% | 1.46% | 1986 | -6,612 | -86.14% | Q1 2026 | May 05, 2026 |
| SNS Financial Group, LLC | History | New | 1,064 | 278 | 0.02% | — | 1987 | +1,064 | New | Q1 2026 | Apr 14, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 1,062 | 278 | 0.04% | 0.04% | 1984 | +23 | 2.21% | Q1 2026 | May 13, 2026 |
| Advantage Trust Co | History | No change | 1,065 | 278 | 0.12% | 0.12% | 1985 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Womack Financial LLC | History | No change | 1,057 | 276 | 0.2% | 0.2% | 1988 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Evelyn Partners Asset Management Ltd | History | New | 1,047 | 274 | 0.07% | — | 1991 | +1,047 | New | Q1 2026 | May 15, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 1,046 | 274 | 0.13% | 0.12% | 1990 | +61 | 6.19% | Q1 2026 | Apr 15, 2026 |
| BKM Wealth Management, LLC | History | Reduced | 1,049 | 274 | 0.1% | 0.1% | 1989 | -14 | -1.32% | Q1 2026 | Apr 22, 2026 |
| Valley Financial Group, Inc. | History | Added to | 1,045 | 273 | 0.15% | 0.15% | 1993 | +16 | 1.55% | Q1 2026 | May 15, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Reduced | 1,044 | 273 | 0.13% | 0.13% | 1992 | -7 | -0.67% | Q1 2026 | Apr 16, 2026 |
| Detalus Advisors, LLC | History | Reduced | 1,040 | 272 | 0.06% | 0.07% | 1994 | -23 | -2.16% | Q1 2026 | Apr 22, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 1,035 | 271 | 0.02% | 0.03% | 1996 | -564 | -35.27% | Q1 2026 | May 06, 2026 |
| Blue Edge Capital, LLC | History | Reduced | 1,038 | 271 | 0.04% | 0.04% | 1995 | -9 | -0.86% | Q1 2026 | Jun 02, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,036 | 271 | 0.1% | 0.09% | 1997 | +3 | 0.29% | Q1 2026 | Apr 21, 2026 |
| Summit Financial Strategies, Inc. | History | New | 1,031 | 270 | 0.02% | — | 1998 | +1,031 | New | Q1 2026 | May 01, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Reduced | 1,028 | 269 | 0.17% | 0.19% | 1999 | -42 | -3.93% | Q1 2026 | May 11, 2026 |
| Old Peak Finance LLC | History | No change | 1,027 | 269 | 0.16% | 0.16% | 2000 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |