VANGUARD INDEX FUNDS - VBK
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 | 8,438,257 | 2,550,463 | 0.19% | 0.23% | 1 | -1,819,715 | -17.74% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,936,579 | 585,331 | 0.04% | 0.03% | 2 | +53,976 | 2.87% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 1,609,318 | 486,416 | 0.99% | 0.96% | 3 | +44,440 | 2.84% | Q1 2026 | May 06, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,031,328 | 311,689 | 0.45% | 0.41% | 4 | +8,225 | 0.8% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 984,721 | 297,628 | 0.27% | 0.29% | 5 | +15,564 | 1.61% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 898,982 | 271,717 | 0.07% | 0.08% | 6 | -10,837 | -1.19% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 837,597 | 253,163 | 0.05% | 0.05% | 7 | -59,547 | -6.64% | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 807,814 | 244,161 | 1.2% | 1.22% | 8 | +31,485 | 4.06% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 769,517 | 232,586 | 0.03% | 0.04% | 9 | +42,640 | 5.87% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 697,629 | 210,858 | 0.12% | 0.11% | 10 | +3,290 | 0.47% | Q1 2026 | May 08, 2026 |
| Cohen Klingenstein LLC | History | Reduced | 661,433 | 199,918 | 6.47% | 6.14% | 11 | -6,947 | -1.04% | Q1 2026 | Apr 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 637,264 | 192,613 | 0.05% | 0.05% | 12 | +110,970 | 21.09% | Q1 2026 | May 04, 2026 |
| MATHER GROUP, LLC. | History | Added to | 603,872 | 182,520 | 1.82% | 1.88% | 13 | +568 | 0.09% | Q1 2026 | Apr 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 617,063 | 182,026 | 0.09% | 0.09% | 14 | +101,866 | 19.77% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 536,196 | 162,065 | 1.22% | 1.16% | 15 | +29,351 | 5.79% | Q1 2026 | May 12, 2026 |
| CHOREO, LLC | History | Added to | 531,766 | 160,722 | 1.97% | 2.03% | 16 | +8,362 | 1.6% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 487,734 | 147,408 | 0.03% | 0.03% | 17 | +73,921 | 17.86% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 477,172 | 144,225 | 0.04% | 0.05% | 18 | -37,848 | -7.35% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 476,911 | 144,146 | 0.15% | 0.16% | 19 | -6,299 | -1.3% | Q1 2026 | May 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 368,412 | 111,352 | 1.22% | 1.16% | 20 | +15,961 | 4.53% | Q1 2026 | May 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 367,120 | 110,962 | 0.43% | — | 21 | +367,120 | New | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 327,717 | 99,052 | 0.27% | 0.27% | 22 | -44,180 | -11.88% | Q1 2026 | May 04, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 317,705 | 96,026 | 0.17% | 0.18% | 23 | -7,775 | -2.39% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 317,128 | 95,851 | 0.06% | 0.06% | 24 | +14,312 | 4.73% | Q1 2026 | May 07, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 316,577 | 95,685 | 1.97% | 1.93% | 25 | +2,847 | 0.91% | Q1 2026 | May 14, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 314,286 | 94,992 | 3.2% | 3.23% | 26 | +8,045 | 2.63% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 295,512 | 89,397 | 0.13% | 0.11% | 27 | +37,856 | 14.69% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 293,554 | 88,726 | 0.02% | 0.01% | 28 | -4,096 | -1.38% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 273,378 | 82,632 | 0.09% | 0.11% | 29 | -64,106 | -19.0% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Added to | 206,025 | 70,754 | 0.09% | 0.06% | 30 | +25,638 | 14.21% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 243,275 | 70,450 | 0.0% | 0.0% | 31 | -5,681 | -2.28% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Reduced | 223,562 | 67,571 | 0.08% | 0.08% | 32 | -4,349 | -1.91% | Q1 2026 | May 14, 2026 |
| 1832 Asset Management L.P. | History | Added to | 214,055 | 64,698 | 0.06% | 0.05% | 33 | +1,822 | 0.86% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 212,492 | 64,223 | 0.07% | 0.08% | 34 | +1,286 | 0.61% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 206,206 | 62,325 | 0.09% | 0.09% | 35 | -6,453 | -3.03% | Q1 2026 | Apr 27, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 204,118 | 61,694 | 0.48% | 0.49% | 36 | +632 | 0.31% | Q1 2026 | May 01, 2026 |
| Howard Capital Management Inc. | History | New | 183,200 | 55,372 | 0.91% | — | 37 | +183,200 | New | Q1 2026 | May 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 171,756 | 51,913 | 0.27% | 0.35% | 38 | +5,270 | 3.17% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 167,255 | 50,552 | 0.09% | 0.07% | 39 | +98,983 | 144.98% | Q1 2026 | May 01, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 151,879 | 45,905 | 0.33% | 0.24% | 40 | +40,067 | 35.83% | Q1 2026 | Apr 14, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Added to | 149,329 | 45,134 | 2.88% | 2.38% | 41 | +31,474 | 26.71% | Q1 2026 | Apr 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 148,527 | 44,896 | 0.04% | 0.04% | 42 | +4,446 | 3.09% | Q1 2026 | May 12, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 144,537 | 43,686 | 4.39% | 4.47% | 43 | -3,243 | -2.19% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 142,837 | 43,173 | 0.27% | 0.27% | 44 | -5,906 | -3.97% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 140,744 | 42,539 | 0.17% | 0.13% | 45 | +26,922 | 23.65% | Q1 2026 | May 11, 2026 |
| Rodgers & Associates, LTD | History | Added to | 139,711 | 42,227 | 4.3% | 4.22% | 46 | +1,649 | 1.19% | Q1 2026 | May 04, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 138,366 | 41,821 | 3.3% | 3.43% | 47 | +90 | 0.07% | Q1 2026 | May 01, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 137,928 | 41,688 | 1.32% | 1.33% | 48 | +2,605 | 1.93% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 133,265 | 40,279 | 0.5% | 0.49% | 49 | +2,632 | 2.01% | Q1 2026 | Apr 28, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 131,049 | 39,579 | 1.12% | 1.25% | 50 | -2,044 | -1.54% | Q1 2026 | Apr 09, 2026 |
| One Day In July LLC | History | Added to | 129,093 | 39,018 | 3.12% | 3.09% | 51 | +4,600 | 3.69% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 124,032 | 37,488 | 0.03% | 0.03% | 52 | +1,831 | 1.5% | Q1 2026 | May 12, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 121,688 | 36,780 | 3.76% | 4.0% | 53 | +988 | 0.82% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Added to | 118,422 | 35,793 | 0.09% | 0.09% | 54 | +3,388 | 2.95% | Q1 2026 | May 14, 2026 |
| American Financial Advisors, LLC | History | Reduced | 117,712 | 35,578 | 4.75% | 4.72% | 55 | -3,232 | -2.67% | Q1 2026 | May 13, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 103,182 | 31,187 | 1.22% | 1.39% | 56 | -13,375 | -11.48% | Q1 2026 | Apr 10, 2026 |
| Brickley Wealth Management | History | Added to | 100,821 | 30,473 | 5.23% | 5.13% | 57 | +50 | 0.05% | Q1 2026 | May 04, 2026 |
| FMR LLC | History | Added to | 99,434 | 30,053 | 0.0% | 0.0% | 58 | +35,451 | 55.41% | Q1 2026 | May 15, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 97,146 | 29,362 | 1.67% | 1.44% | 59 | +9,674 | 11.06% | Q1 2026 | Apr 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 95,425 | 28,842 | 0.11% | 0.11% | 60 | +4,717 | 5.2% | Q1 2026 | Apr 30, 2026 |
| COMERICA BANK | History | No change | 94,403 | 28,520 | 0.11% | 0.11% | 61 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Private Advisor Group, LLC | History | Reduced | 93,386 | 28,226 | 0.13% | 0.19% | 62 | -42,201 | -31.12% | Q1 2026 | Apr 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 88,509 | 26,751 | 0.14% | 0.14% | 63 | +2,528 | 2.94% | Q1 2026 | May 08, 2026 |
| BHK Investment Advisors, LLC | History | Reduced | 87,775 | 26,530 | 8.87% | 9.09% | 64 | -3,783 | -4.13% | Q1 2026 | Apr 29, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 87,308 | 26,388 | 0.0% | 0.0% | 65 | -13,130 | -13.07% | Q1 2026 | May 15, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 86,956 | 26,282 | 3.32% | 3.38% | 66 | -5,791 | -6.24% | Q1 2026 | Apr 24, 2026 |
| Cresset Asset Management, LLC | History | Added to | 86,224 | 26,061 | 0.11% | 0.11% | 67 | +2,814 | 3.37% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 84,555 | 25,557 | 0.04% | 0.03% | 68 | +2,933 | 3.59% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 79,726 | 24,097 | 0.18% | 0.2% | 69 | -2,142 | -2.62% | Q1 2026 | Apr 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 77,540 | 23,828 | 0.05% | 0.04% | 70 | -22,911 | -22.81% | Q1 2026 | Apr 08, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 23,699 | 23,659 | 1.1% | 0.12% | 71 | -85,995 | -78.4% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 76,194 | 23,030 | 0.06% | 0.06% | 72 | -18 | -0.02% | Q1 2026 | Apr 30, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 75,583 | 22,834 | 0.04% | 0.04% | 73 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| McAdam, LLC | History | Reduced | 75,478 | 22,813 | 1.03% | 1.07% | 74 | -1,726 | -2.24% | Q1 2026 | May 08, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 75,423 | 22,796 | 4.54% | 4.54% | 75 | +3,325 | 4.61% | Q1 2026 | Apr 09, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 75,038 | 22,680 | 0.03% | 0.05% | 76 | -43,401 | -36.64% | Q1 2026 | Apr 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 74,674 | 22,570 | 0.0% | 0.0% | 77 | -893 | -1.18% | Q1 2026 | May 15, 2026 |
| Quent Capital, LLC | History | Added to | 71,442 | 21,593 | 1.53% | 1.37% | 78 | +8,742 | 13.94% | Q1 2026 | Apr 28, 2026 |
| Atria Investments, Inc | History | Added to | 71,414 | 21,584 | 0.24% | 0.23% | 79 | +4,318 | 6.44% | Q1 2026 | May 05, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 69,015 | 20,859 | 0.65% | 0.66% | 80 | -244 | -0.35% | Q1 2026 | Apr 27, 2026 |
| Partners in Financial Planning | History | Added to | 66,835 | 20,201 | 3.35% | 3.38% | 81 | +789 | 1.19% | Q1 2026 | May 11, 2026 |
| CIBC Bancorp USA Inc. | History | New | 65,227 | 19,714 | 0.03% | — | 82 | +65,227 | New | Q1 2026 | May 12, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 64,479 | 19,488 | 1.27% | 1.29% | 83 | -184 | -0.28% | Q1 2026 | May 07, 2026 |
| Savant Capital, LLC | History | Added to | 63,324 | 19,139 | 0.09% | 0.06% | 84 | +27,393 | 76.24% | Q1 2026 | May 04, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 62,612 | 18,915 | 1.52% | 1.52% | 85 | +133 | 0.21% | Q1 2026 | Apr 15, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 60,452 | 18,271 | 0.71% | 0.56% | 86 | +3,496 | 6.14% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 59,644 | 18,036 | 0.18% | 0.18% | 87 | +6,685 | 12.62% | Q1 2026 | May 12, 2026 |
| Asset Management Group, Inc. | History | Reduced | 58,988 | 17,829 | 2.88% | 2.9% | 88 | -359 | -0.6% | Q1 2026 | May 15, 2026 |
| RS CRUM INC. | History | Added to | 54,938 | 16,604 | 3.21% | 3.26% | 89 | +963 | 1.78% | Q1 2026 | Apr 15, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 54,767 | 16,553 | 2.92% | 2.89% | 90 | +2,393 | 4.57% | Q1 2026 | Apr 17, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 54,229 | 16,390 | 2.27% | 2.33% | 91 | -2,427 | -4.28% | Q1 2026 | Apr 22, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 51,387 | 16,300 | 3.1% | 3.01% | 92 | +1,143 | 2.27% | Q1 2026 | Apr 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 52,886 | 15,984 | 0.0% | 0.0% | 93 | +21,407 | 68.0% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 52,678 | 15,921 | 0.23% | 0.11% | 94 | +29,713 | 129.38% | Q1 2026 | May 11, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 51,625 | 15,603 | 0.2% | 0.2% | 95 | -1,682 | -3.16% | Q1 2026 | May 15, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 50,935 | 15,395 | 6.48% | 6.76% | 96 | -2,043 | -3.86% | Q1 2026 | May 15, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 50,527 | 15,271 | 0.42% | 0.43% | 97 | -495 | -0.97% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | Added to | 50,303 | 15,204 | 0.32% | 0.31% | 98 | +4,356 | 9.48% | Q1 2026 | Apr 13, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 50,068 | 15,133 | 1.88% | 2.33% | 99 | -12,979 | -20.59% | Q1 2026 | Apr 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 48,307 | 14,600 | 0.03% | 0.03% | 100 | +267 | 0.56% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 47,883 | 14,472 | 0.08% | 0.08% | 101 | -1,173 | -2.39% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Added to | 47,625 | 14,394 | 0.41% | 0.39% | 102 | +3,245 | 7.31% | Q1 2026 | May 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 46,866 | 14,165 | 0.51% | 0.48% | 103 | +1,068 | 2.33% | Q1 2026 | Apr 14, 2026 |
| LMCG INVESTMENTS, LLC | History | Reduced | 46,823 | 14,152 | 0.84% | 0.88% | 104 | -4,197 | -8.23% | Q1 2026 | Apr 29, 2026 |
| Payne Capital Management, LLC | History | Added to | 46,157 | 13,951 | 4.22% | 4.32% | 105 | +866 | 1.91% | Q1 2026 | May 08, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 44,441 | 13,432 | 0.15% | 0.16% | 106 | -3,479 | -7.26% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 43,186 | 13,052 | 0.02% | 0.02% | 107 | +4,763 | 12.4% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 42,653 | 12,916 | 0.02% | 0.02% | 108 | +4,628 | 12.17% | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 42,528 | 12,853 | 0.15% | 0.18% | 109 | -8,607 | -16.83% | Q1 2026 | May 06, 2026 |
| FC Advisory LLC | History | Added to | 42,420 | 12,821 | 3.74% | 3.63% | 110 | +582 | 1.39% | Q1 2026 | Apr 14, 2026 |
| Veery Capital, LLC | History | Added to | 41,097 | 12,421 | 3.81% | 3.7% | 111 | +1,225 | 3.07% | Q1 2026 | Apr 09, 2026 |
| UMB Bank, n.a. | History | Reduced | 41,002 | 12,392 | 0.17% | 0.17% | 112 | -2,279 | -5.27% | Q1 2026 | May 11, 2026 |
| Garde Capital, Inc. | History | Reduced | 40,543 | 12,254 | 0.73% | 0.73% | 113 | -97 | -0.24% | Q1 2026 | Apr 28, 2026 |
| Mechanics Bank Trust Department | History | Added to | 40,427 | 12,219 | 1.69% | 1.59% | 114 | +145 | 0.36% | Q1 2026 | Apr 09, 2026 |
| Jacobsen Capital Management | History | Reduced | 39,576 | 11,961 | 4.04% | 3.98% | 115 | -730 | -1.81% | Q1 2026 | Apr 24, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 38,458 | 11,624 | 3.16% | 2.58% | 116 | +7,960 | 26.1% | Q1 2026 | Apr 29, 2026 |
| Adventist Health System/ West | History | No change | 38,149 | 11,530 | 2.04% | 1.94% | 117 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 37,938 | 11,466 | 0.02% | 0.02% | 118 | +209 | 0.55% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Added to | 37,888 | 11,451 | 0.35% | 0.3% | 119 | +3,814 | 11.19% | Q1 2026 | May 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 37,839 | 11,431 | 0.05% | 0.05% | 120 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 37,811 | 11,428 | 0.07% | 0.06% | 121 | +7,355 | 24.15% | Q1 2026 | May 05, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 37,328 | 11,292 | 0.78% | 0.73% | 122 | +9,503 | 34.15% | Q1 2026 | May 18, 2026 |
| Ocean Park Asset Management, LLC | History | Reduced | 36,490 | 11,029 | 0.64% | 0.75% | 123 | -16,738 | -31.45% | Q1 2026 | Apr 16, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 36,216 | 10,946 | 2.1% | 2.07% | 124 | +300 | 0.84% | Q1 2026 | May 01, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 36,214 | 10,945 | 7.62% | 7.55% | 125 | +650 | 1.83% | Q1 2026 | Apr 08, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 32,109 | 10,850 | 0.14% | 0.13% | 126 | -1,810 | -5.34% | Q1 2026 | May 06, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 35,763 | 10,809 | 2.16% | 1.16% | 127 | +19,354 | 117.95% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 35,519 | 10,735 | 0.0% | 0.0% | 128 | +13,280 | 59.71% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 35,397 | 10,699 | 0.03% | 0.02% | 129 | +1,198 | 3.5% | Q1 2026 | Apr 22, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 35,049 | 10,593 | 0.71% | 0.7% | 130 | +1,252 | 3.7% | Q1 2026 | May 12, 2026 |
| Performance Wealth Partners, LLC | History | Reduced | 34,802 | 10,518 | 0.31% | 0.29% | 131 | -442 | -1.25% | Q1 2026 | Apr 10, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 34,088 | 10,302 | 0.29% | 0.24% | 132 | +3,438 | 11.22% | Q1 2026 | Apr 28, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 33,972 | 10,267 | 1.13% | 1.14% | 133 | +579 | 1.73% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 32,927 | 9,952 | 0.03% | 0.03% | 134 | -1,037 | -3.05% | Q1 2026 | May 08, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Reduced | 32,815 | 9,918 | 2.28% | 2.56% | 135 | -3,685 | -10.1% | Q1 2026 | Apr 09, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 32,605 | 9,854 | 0.13% | 0.03% | 136 | +25,087 | 333.69% | Q1 2026 | May 12, 2026 |
| Marion Wealth Management | History | Reduced | 32,604 | 9,854 | 2.18% | 2.49% | 137 | -2,028 | -5.86% | Q1 2026 | May 12, 2026 |
| Cornerstone Management, Inc. | History | Added to | 31,964 | 9,661 | 1.54% | 1.46% | 138 | +2,273 | 7.66% | Q1 2026 | Apr 16, 2026 |
| Performa Ltd (US), LLC | History | No change | 31,723 | 9,588 | 2.17% | 2.43% | 139 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 31,479 | 9,514 | 0.1% | 0.12% | 140 | -175 | -0.55% | Q1 2026 | May 13, 2026 |
| RFG Advisory, LLC | History | Reduced | 31,452 | 9,506 | 0.17% | 0.18% | 141 | -158 | -0.5% | Q1 2026 | Apr 17, 2026 |
| Capital Management Associates, Inc | History | Reduced | 31,418 | 9,496 | 2.15% | 2.13% | 142 | -432 | -1.36% | Q1 2026 | Apr 22, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 31,032 | 9,379 | 0.26% | 0.25% | 143 | -727 | -2.29% | Q1 2026 | Apr 13, 2026 |
| CJM Wealth Advisers, Ltd. | History | Reduced | 30,810 | 9,312 | 2.84% | 2.8% | 144 | -174 | -0.56% | Q1 2026 | Apr 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 29,924 | 9,044 | 0.0% | 0.0% | 145 | +17,024 | 131.97% | Q1 2026 | May 12, 2026 |
| Forbes Financial Planning, Inc. | History | Added to | 29,915 | 9,041 | 5.22% | 4.95% | 146 | +1,876 | 6.69% | Q1 2026 | Apr 17, 2026 |
| &PARTNERS | History | Added to | 29,901 | 9,033 | 0.04% | 0.03% | 147 | +7,999 | 36.52% | Q1 2026 | May 15, 2026 |
| Fee-Only Financial Planning, L.C. | History | Reduced | 29,838 | 9,018 | 5.44% | 5.29% | 148 | -179 | -0.6% | Q1 2026 | Apr 28, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 29,536 | 8,927 | 1.22% | 1.26% | 149 | -116 | -0.39% | Q1 2026 | Apr 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 29,423 | 8,893 | 0.15% | 0.13% | 150 | +4,428 | 17.72% | Q1 2026 | Apr 21, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 29,248 | 8,840 | 3.57% | 3.5% | 151 | -11 | -0.04% | Q1 2026 | Apr 08, 2026 |
| HB Wealth Management, LLC | History | Added to | 28,888 | 8,731 | 0.06% | 0.06% | 152 | +588 | 2.08% | Q1 2026 | Apr 27, 2026 |
| Thrive Capital Management, LLC | History | Added to | 28,537 | 8,625 | 1.89% | 1.03% | 153 | +13,262 | 86.82% | Q1 2026 | Apr 27, 2026 |
| Trust Co of the South | History | Added to | 28,288 | 8,550 | 1.37% | 1.36% | 154 | +225 | 0.8% | Q1 2026 | Apr 06, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 28,093 | 8,491 | 0.19% | 0.19% | 155 | +502 | 1.82% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 28,038 | 8,474 | 0.21% | 0.2% | 156 | +1,522 | 5.74% | Q1 2026 | Apr 29, 2026 |
| Waverly Advisors, LLC | History | Reduced | 28,015 | 8,467 | 0.06% | 0.07% | 157 | -1,152 | -3.95% | Q1 2026 | May 15, 2026 |
| WP Advisors, LLC | History | Reduced | 27,810 | 8,405 | 2.17% | 2.18% | 158 | -1,124 | -3.88% | Q1 2026 | May 04, 2026 |
| Wellington Grp LLC | History | Added to | 27,683 | 8,367 | 2.58% | 2.72% | 159 | +680 | 2.52% | Q1 2026 | May 22, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 27,242 | 8,233 | 0.34% | 0.33% | 160 | +305 | 1.13% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 26,756 | 8,091 | 0.06% | 0.07% | 161 | -1,880 | -6.57% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 26,454 | 7,993 | 0.12% | 0.14% | 162 | +4,371 | 19.79% | Q1 2026 | May 15, 2026 |
| Advisory Alpha, LLC | History | Added to | 26,326 | 7,957 | 0.22% | 0.2% | 163 | +1,527 | 6.16% | Q1 2026 | May 14, 2026 |
| GRANVILLE CAPITAL, INC. | History | Added to | 26,188 | 7,915 | 4.14% | 3.86% | 164 | +2,125 | 8.83% | Q1 2026 | May 11, 2026 |
| COMMERCE BANK | History | Added to | 26,183 | 7,913 | 0.04% | 0.03% | 165 | +6,667 | 34.16% | Q1 2026 | May 11, 2026 |
| SWAN Capital LLC | History | Reduced | 26,040 | 7,870 | 2.89% | 3.59% | 166 | -4,479 | -14.68% | Q1 2026 | May 14, 2026 |
| NFSG Corp | History | Reduced | 25,974 | 7,850 | 1.29% | 1.27% | 167 | -1,010 | -3.74% | Q1 2026 | May 05, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 25,547 | 7,721 | 0.84% | 0.85% | 168 | -1,130 | -4.24% | Q1 2026 | May 05, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 24,933 | 7,536 | 0.64% | 0.64% | 169 | +1,887 | 8.19% | Q1 2026 | Apr 09, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 24,898 | 7,525 | 0.2% | 0.16% | 170 | +4,085 | 19.63% | Q1 2026 | May 01, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 24,860 | 7,513 | 0.0% | 0.0% | 171 | -1,063 | -4.1% | Q1 2026 | May 14, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 24,464 | 7,394 | 0.74% | 0.73% | 172 | +529 | 2.21% | Q1 2026 | Apr 30, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 24,422 | 7,381 | 0.37% | 0.06% | 173 | +20,260 | 486.79% | Q1 2026 | May 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 24,385 | 7,370 | 0.01% | 0.01% | 174 | +5,254 | 27.46% | Q1 2026 | May 15, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 21,547 | 7,285 | 2.89% | 2.79% | 175 | -1,063 | -4.7% | Q1 2026 | Apr 27, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 23,702 | 7,163 | 2.88% | 2.96% | 176 | -296 | -1.23% | Q1 2026 | Apr 20, 2026 |
| Strategic Wealth Advisors LLC | History | Reduced | 23,679 | 7,156 | 5.74% | 6.16% | 177 | -169 | -0.71% | Q1 2026 | May 01, 2026 |
| Texas Yale Capital Corp. | History | Added to | 23,621 | 7,139 | 0.2% | 0.21% | 178 | +800 | 3.51% | Q1 2026 | May 04, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 23,495 | 7,101 | 1.88% | 1.88% | 179 | -734 | -3.03% | Q1 2026 | Apr 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 23,257 | 7,026 | 0.12% | 0.12% | 180 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 23,082 | 6,976 | 0.01% | 0.01% | 181 | +739 | 3.31% | Q1 2026 | May 01, 2026 |
| Junk Investment Group, LLC | History | New | 23,022 | 6,958 | 3.65% | — | 182 | +23,022 | New | Q1 2026 | May 08, 2026 |
| BROWN ADVISORY INC | History | Reduced | 23,017 | 6,957 | 0.01% | 0.01% | 183 | -4,545 | -16.49% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 22,877 | 6,914 | 0.09% | 0.09% | 184 | +2,730 | 13.55% | Q1 2026 | May 15, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 22,683 | 6,855 | 1.26% | 1.23% | 185 | -9 | -0.04% | Q1 2026 | Apr 30, 2026 |
| Financial Advisors Network, Inc. | History | Added to | 22,173 | 6,701 | 0.93% | 0.88% | 186 | +867 | 4.07% | Q1 2026 | May 14, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 21,769 | 6,579 | 0.39% | 0.35% | 187 | +2,769 | 14.57% | Q1 2026 | May 13, 2026 |
| Clayton Financial Group LLC | History | Added to | 21,523 | 6,505 | 3.34% | 3.24% | 188 | +505 | 2.4% | Q1 2026 | Apr 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 21,262 | 6,423 | 0.0% | 0.0% | 189 | -199 | -0.93% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Reduced | 20,773 | 6,279 | 0.19% | 0.32% | 190 | -14,309 | -40.79% | Q1 2026 | Apr 06, 2026 |
| Krilogy Financial LLC | History | Reduced | 18,634 | 6,141 | 0.2% | 0.21% | 191 | -509 | -2.66% | Q1 2026 | Apr 17, 2026 |
| Betterment LLC | History | Added to | 20,264 | 6,125 | 0.01% | 0.01% | 192 | +880 | 4.54% | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Added to | 20,126 | 6,083 | 0.01% | 0.01% | 193 | +1,267 | 6.72% | Q1 2026 | May 05, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 19,945 | 6,028 | 0.64% | 0.53% | 194 | +3,356 | 20.23% | Q1 2026 | May 13, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 19,781 | 5,978 | 0.79% | 0.81% | 195 | +2,493 | 14.42% | Q1 2026 | Apr 08, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 19,773 | 5,976 | 0.32% | 0.48% | 196 | -11,892 | -37.56% | Q1 2026 | Apr 13, 2026 |
| Serenity Investment Advisors | History | No change | 18,817 | 5,961 | 3.48% | 3.48% | 197 | 0 | 0.0% | Q4 2025 | May 22, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 19,518 | 5,899 | 0.07% | 0.07% | 198 | +328 | 1.71% | Q1 2026 | Apr 28, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 17,396 | 5,857 | 0.13% | 0.14% | 199 | -365 | -2.06% | Q1 2026 | May 04, 2026 |
| Wolff Financial Management LLC | History | Reduced | 19,292 | 5,830 | 1.29% | 1.35% | 200 | -540 | -2.72% | Q1 2026 | Apr 15, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 19,266 | 5,823 | 2.61% | 2.47% | 201 | +192 | 1.01% | Q1 2026 | May 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 19,197 | 5,802 | 0.22% | 0.22% | 202 | -336 | -1.72% | Q1 2026 | May 11, 2026 |
| Prosperity Planning, Inc. | History | Added to | 18,932 | 5,722 | 1.45% | 1.46% | 203 | +417 | 2.25% | Q1 2026 | Apr 10, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 18,748 | 5,666 | 0.19% | 0.19% | 204 | +133 | 0.71% | Q1 2026 | Apr 22, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 18,694 | 5,650 | 0.14% | 0.15% | 205 | -805 | -4.13% | Q1 2026 | Apr 07, 2026 |
| Clear Retirement Advice LLC | History | Reduced | 18,589 | 5,618 | 4.41% | 4.5% | 206 | -74 | -0.4% | Q1 2026 | Apr 28, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 18,569 | 5,612 | 1.67% | 2.01% | 207 | -5,096 | -21.53% | Q1 2026 | Apr 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 18,386 | 5,557 | 0.34% | 0.33% | 208 | +967 | 5.55% | Q1 2026 | Apr 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 18,370 | 5,552 | 0.05% | 0.06% | 209 | -453 | -2.41% | Q1 2026 | May 08, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 18,272 | 5,522 | 1.13% | 1.13% | 210 | -436 | -2.33% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 17,774 | 5,372 | 0.0% | 0.0% | 211 | +300 | 1.72% | Q1 2026 | May 05, 2026 |
| Larson Financial Group LLC | History | Reduced | 17,662 | 5,338 | 0.17% | 0.3% | 212 | -12,599 | -41.63% | Q1 2026 | May 15, 2026 |
| May Barnhard Investments LLC | History | Reduced | 17,605 | 5,321 | 2.58% | 2.55% | 213 | -248 | -1.39% | Q1 2026 | May 13, 2026 |
| OneAscent Financial Services LLC | History | Added to | 17,551 | 5,304 | 0.29% | 0.4% | 214 | +3,075 | 21.24% | Q1 2026 | Apr 21, 2026 |
| Advisory Services Network, LLC | History | Reduced | 17,234 | 5,209 | 0.07% | 0.08% | 215 | -2,173 | -11.2% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | Reduced | 17,104 | 5,169 | 0.1% | 0.1% | 216 | -48 | -0.28% | Q1 2026 | Apr 17, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 16,917 | 5,113 | 0.09% | 0.09% | 217 | +1,143 | 7.25% | Q1 2026 | Apr 10, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 16,692 | 5,045 | 0.38% | 0.42% | 218 | -446 | -2.6% | Q1 2026 | Apr 30, 2026 |
| Zeit Capital LLC | History | Added to | 16,635 | 5,028 | 3.37% | 3.37% | 219 | +110 | 0.67% | Q1 2026 | May 05, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 16,429 | 4,965 | 0.3% | 0.31% | 220 | -414,185 | -96.18% | Q1 2026 | May 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 16,412 | 4,960 | 0.24% | 0.15% | 221 | +5,812 | 54.83% | Q1 2026 | Apr 28, 2026 |
| Seek First Inc. | History | Added to | 15,973 | 4,827 | 3.4% | 2.99% | 222 | +1,600 | 11.13% | Q1 2026 | Apr 23, 2026 |
| Essential Planning, LLC. | History | Reduced | 15,807 | 4,777 | 1.52% | 1.56% | 223 | -396 | -2.44% | Q1 2026 | Apr 22, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Added to | 15,646 | 4,729 | 2.9% | 1.49% | 224 | +8,226 | 110.86% | Q1 2026 | May 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 15,445 | 4,667 | 0.08% | 0.09% | 225 | -20 | -0.13% | Q1 2026 | May 11, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Reduced | 15,423 | 4,661 | 3.75% | 3.7% | 226 | -28 | -0.18% | Q1 2026 | Apr 16, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 15,374 | 4,644 | 0.31% | 0.31% | 227 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| M&T BANK CORP | History | Added to | 15,238 | 4,605 | 0.02% | 0.01% | 228 | +825 | 5.72% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | New | 15,086 | 4,559 | 0.01% | — | 229 | +15,086 | New | Q1 2026 | May 15, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 14,876 | 4,496 | 1.77% | 1.86% | 230 | -271 | -1.79% | Q1 2026 | May 14, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 14,834 | 4,483 | 0.9% | 0.87% | 231 | +623 | 4.38% | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 14,836 | 4,482 | 0.03% | 0.03% | 232 | +855 | 6.12% | Q1 2026 | May 15, 2026 |
| Accel Wealth Management | History | Added to | 14,774 | 4,465 | 1.16% | 0.99% | 233 | +2,753 | 22.9% | Q1 2026 | Apr 08, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 14,709 | 4,445 | 0.08% | 0.08% | 234 | +513 | 3.61% | Q1 2026 | May 04, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 14,656 | 4,429 | 0.35% | 0.29% | 235 | +1,858 | 14.52% | Q1 2026 | Apr 23, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 14,573 | 4,404 | 0.17% | 0.17% | 236 | -175 | -1.19% | Q1 2026 | May 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 14,463 | 4,371 | 0.01% | 0.01% | 237 | -504 | -3.37% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 14,367 | 4,342 | 0.28% | 0.33% | 238 | -2,397 | -14.3% | Q1 2026 | Apr 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 14,324 | 4,329 | 0.05% | 0.05% | 239 | -53 | -0.37% | Q1 2026 | Apr 20, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 14,297 | 4,321 | 0.01% | 0.01% | 241 | -7,092 | -33.16% | Q1 2026 | May 13, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 14,297 | 4,321 | 0.07% | 0.06% | 240 | -38 | -0.27% | Q1 2026 | May 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 14,118 | 4,267 | 0.12% | 0.11% | 242 | -1,157 | -7.57% | Q1 2026 | Apr 21, 2026 |
| Nabity-Jensen Investment Management Inc | History | Added to | 14,116 | 4,266 | 2.96% | 2.88% | 244 | +38 | 0.27% | Q1 2026 | Apr 21, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 14,115 | 4,266 | 0.07% | 0.07% | 243 | +2 | 0.01% | Q1 2026 | May 05, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 14,693 | 4,255 | 0.15% | 0.15% | 245 | +1,712 | 13.19% | Q1 2026 | May 15, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | Added to | 14,041 | 4,244 | 3.81% | 3.6% | 246 | +1,327 | 10.44% | Q1 2026 | Apr 28, 2026 |
| CHILTON INVESTMENT CO INC. | History | New | 14,005 | 4,233 | 0.1% | — | 247 | +14,005 | New | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 14,554 | 4,214 | 0.27% | 0.24% | 248 | -2,359 | -13.95% | Q1 2026 | Apr 24, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 13,868 | 4,191 | 0.52% | 0.52% | 249 | -209 | -1.48% | Q1 2026 | Apr 10, 2026 |
| Members Trust Co | History | Reduced | 13,742 | 4,153 | 0.14% | 0.16% | 250 | -2,508 | -15.43% | Q1 2026 | May 04, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 13,561 | 4,098 | 0.28% | 0.28% | 251 | +88 | 0.65% | Q1 2026 | May 12, 2026 |
| FIRST HORIZON CORP | History | Reduced | 13,396 | 4,048 | 0.17% | 0.18% | 252 | -69 | -0.51% | Q1 2026 | Apr 30, 2026 |
| Argent Trust Co | History | Added to | 13,248 | 4,004 | 0.14% | 0.11% | 253 | +2,305 | 21.06% | Q1 2026 | May 13, 2026 |
| Martel Wealth Advisors LLC | History | Reduced | 13,194 | 3,987 | 0.68% | 0.7% | 254 | -374 | -2.76% | Q1 2026 | May 01, 2026 |
| MAI Capital Management | History | Added to | 13,174 | 3,981 | 0.02% | 0.02% | 255 | +2,414 | 22.43% | Q1 2026 | May 15, 2026 |
| Fluent Financial, LLC | History | Added to | 12,311 | 3,968 | 1.45% | 1.4% | 256 | +118 | 0.97% | Q1 2026 | Apr 15, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 13,004 | 3,930 | 1.35% | 1.35% | 257 | +165 | 1.29% | Q1 2026 | Apr 08, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 12,969 | 3,919 | 0.09% | 0.09% | 258 | -23 | -0.18% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Added to | 12,734 | 3,848 | 0.0% | 0.0% | 259 | +1,259 | 10.97% | Q1 2026 | May 11, 2026 |
| Hilltop National Bank | History | Added to | 12,730 | 3,847 | 0.91% | 0.9% | 260 | +396 | 3.21% | Q1 2026 | Apr 02, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 12,529 | 3,786 | 0.32% | 0.36% | 261 | -1,582 | -11.21% | Q1 2026 | May 15, 2026 |
| Probity Advisors, Inc. | History | Reduced | 12,528 | 3,786 | 0.6% | 0.63% | 262 | -593 | -4.52% | Q1 2026 | Apr 28, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 12,469 | 3,768 | 0.17% | 0.17% | 263 | +110 | 0.89% | Q1 2026 | Apr 09, 2026 |
| WESBANCO BANK INC | History | Added to | 12,438 | 3,759 | 0.1% | 0.1% | 264 | +365 | 3.02% | Q1 2026 | Apr 21, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 12,293 | 3,715 | 0.22% | 0.32% | 265 | -5,608 | -31.33% | Q1 2026 | Apr 30, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 12,280 | 3,711 | 0.23% | 0.22% | 266 | -2,956 | -19.4% | Q1 2026 | Apr 28, 2026 |
| TAGStone Capital, Inc. | History | Added to | 12,256 | 3,704 | 1.31% | 1.37% | 267 | +38 | 0.31% | Q1 2026 | May 11, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 12,130 | 3,666 | 0.7% | 0.72% | 268 | -410 | -3.27% | Q1 2026 | Apr 15, 2026 |
| Apella Capital, LLC | History | Added to | 10,877 | 3,652 | 0.05% | 0.03% | 269 | +5,863 | 116.93% | Q1 2026 | Apr 20, 2026 |
| Portside Wealth Group, LLC | History | New | 11,655 | 3,522 | 0.48% | — | 270 | +11,655 | New | Q1 2026 | May 12, 2026 |
| Covington Investment Advisors Inc. | History | Added to | 11,622 | 3,513 | 0.52% | 0.19% | 271 | +1,160 | 11.09% | Q1 2026 | May 12, 2026 |
| Alpine Bank Wealth Management | History | No change | 11,614 | 3,510 | 0.51% | 0.5% | 272 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | Added to | 11,351 | 3,430 | 0.07% | 0.03% | 273 | +5,836 | 105.82% | Q1 2026 | May 06, 2026 |
| DeLarme Wealth Management, Inc. | History | Reduced | 11,304 | 3,416 | 2.2% | 2.52% | 274 | -433 | -3.69% | Q1 2026 | Apr 23, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 11,290 | 3,412 | 0.17% | 0.18% | 275 | -36 | -0.32% | Q1 2026 | Apr 23, 2026 |
| Midwest Trust Co | History | Added to | 11,129 | 3,363 | 0.04% | 0.04% | 276 | +315 | 2.91% | Q1 2026 | May 01, 2026 |
| Talon Private Wealth, LLC | History | New | 11,109 | 3,357 | 0.45% | — | 277 | +11,109 | New | Q1 2026 | May 15, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 11,096 | 3,353 | 0.61% | 0.6% | 278 | +244 | 2.25% | Q1 2026 | May 06, 2026 |
| Independent Advisor Alliance | History | New | 11,027 | 3,332 | 0.04% | — | 279 | +11,027 | New | Q1 2026 | May 12, 2026 |
| Bravera Wealth | History | Added to | 10,898 | 3,293 | 1.48% | 1.39% | 280 | +1,709 | 18.6% | Q1 2026 | Apr 22, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Added to | 10,782 | 3,258 | 1.35% | 1.31% | 281 | +82 | 0.77% | Q1 2026 | May 06, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 10,697 | 3,233 | 0.52% | 0.55% | 282 | -482 | -4.31% | Q1 2026 | Apr 15, 2026 |
| Falcon Wealth Planning | History | Reduced | 10,612 | 3,207 | 0.22% | 0.28% | 283 | -364 | -3.32% | Q1 2026 | Apr 20, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 10,608 | 3,206 | 1.56% | 1.65% | 284 | -359 | -3.27% | Q1 2026 | May 05, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 10,609 | 3,206 | 0.13% | 0.14% | 285 | -74 | -0.69% | Q1 2026 | Apr 30, 2026 |
| MSH Capital Advisors LLC | History | Added to | 10,523 | 3,180 | 0.67% | 0.67% | 286 | +150 | 1.45% | Q1 2026 | May 08, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 10,516 | 3,178 | 0.33% | 0.34% | 287 | -342 | -3.15% | Q1 2026 | May 04, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 10,488 | 3,169 | 0.18% | 0.18% | 288 | -36 | -0.34% | Q1 2026 | Apr 20, 2026 |
| Aurelius Family Office LLC | History | Added to | 10,451 | 3,158 | 1.37% | 1.36% | 289 | +260 | 2.55% | Q1 2026 | Apr 08, 2026 |
| Western Wealth Management, LLC | History | Reduced | 10,372 | 3,135 | 0.11% | 0.15% | 290 | -310 | -2.9% | Q1 2026 | May 19, 2026 |
| Brookstone Capital Management | History | Added to | 10,372 | 3,134 | 0.04% | 0.03% | 291 | +1,493 | 16.81% | Q1 2026 | Apr 16, 2026 |
| Northern Lights Advisors, Inc. | History | Added to | 10,341 | 3,125 | 2.12% | 2.11% | 292 | +150 | 1.47% | Q1 2026 | Apr 21, 2026 |
| SilverOak Wealth Management LLC | History | Reduced | 10,286 | 3,108 | 0.49% | 0.56% | 293 | -1,509 | -12.79% | Q1 2026 | Apr 29, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 10,132 | 3,062 | 2.81% | 2.75% | 294 | +140 | 1.4% | Q1 2026 | Apr 08, 2026 |
| Tower View Wealth Management LLC | History | Added to | 9,973 | 3,014 | 1.55% | 1.46% | 295 | +170 | 1.73% | Q1 2026 | Apr 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 9,947 | 3,006 | 0.0% | 0.0% | 296 | +2,885 | 40.85% | Q1 2026 | May 15, 2026 |
| KPP Advisory Services LLC | History | Reduced | 9,883 | 2,987 | 0.43% | 0.44% | 297 | -41 | -0.41% | Q1 2026 | Apr 24, 2026 |
| Global Trust Wealth Management LLC | History | Added to | 9,852 | 2,977 | 2.25% | 2.13% | 298 | +332 | 3.49% | Q1 2026 | Apr 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 9,750 | 2,946 | 0.13% | 0.11% | 299 | +1,462 | 17.64% | Q1 2026 | May 13, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 9,668 | 2,922 | 0.32% | 0.31% | 300 | +139 | 1.46% | Q1 2026 | Apr 29, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 9,661 | 2,920 | 0.06% | 0.05% | 301 | +1,536 | 18.9% | Q1 2026 | Apr 14, 2026 |
| Ascentis Independent Advisors | History | Added to | 9,633 | 2,912 | 0.22% | 0.24% | 302 | +4,617 | 92.05% | Q1 2026 | Apr 28, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 9,609 | 2,904 | 0.07% | 0.01% | 303 | +8,760 | 1031.8% | Q1 2026 | Apr 27, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 9,607 | 2,903 | 0.02% | 0.02% | 304 | -673 | -6.55% | Q1 2026 | Apr 30, 2026 |
| Matisse Capital | History | No change | 9,554 | 2,887 | 1.23% | 1.29% | 305 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sovran Advisors, LLC | History | Added to | 8,597 | 2,879 | 0.23% | 0.22% | 306 | +439 | 5.38% | Q1 2026 | May 01, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 9,500 | 2,871 | 0.0% | 0.0% | 307 | -3,400 | -26.36% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 9,484 | 2,866 | 0.03% | 0.0% | 308 | +8,635 | 1017.08% | Q1 2026 | May 15, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 9,444 | 2,854 | 0.58% | 0.59% | 309 | -462 | -4.66% | Q1 2026 | Apr 15, 2026 |
| rebel Financial LLC | History | Reduced | 9,431 | 2,850 | 1.24% | 1.26% | 310 | -321 | -3.29% | Q1 2026 | Apr 24, 2026 |
| VANGUARD GROUP INC | History | No change | 9,370 | 2,830 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| KINTRA WEALTH, LLC | History | New | 9,327 | 2,819 | 0.2% | — | 312 | +9,327 | New | Q1 2026 | May 15, 2026 |
| Disciplined Investments, LLC | History | Added to | 9,316 | 2,815 | 1.01% | 1.07% | 313 | +111 | 1.21% | Q1 2026 | May 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 9,141 | 2,762 | 0.02% | 0.02% | 314 | -871 | -8.7% | Q1 2026 | May 15, 2026 |
| Trust Point Inc. | History | Reduced | 9,130 | 2,759 | 0.24% | 0.22% | 315 | -183 | -1.96% | Q1 2026 | Apr 15, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 9,116 | 2,753 | 0.18% | 0.18% | 316 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 9,041 | 2,732 | 0.52% | 0.48% | 317 | -410 | -4.34% | Q1 2026 | May 20, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 9,003 | 2,721 | 1.5% | 1.58% | 318 | +789 | 9.61% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 8,949 | 2,704 | 0.01% | 0.01% | 319 | +1,568 | 21.24% | Q1 2026 | May 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 8,904 | 2,691 | 0.28% | 0.28% | 320 | +1,876 | 26.69% | Q1 2026 | Apr 23, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 8,878 | 2,683 | 0.55% | 0.57% | 321 | -110 | -1.22% | Q1 2026 | Apr 23, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 8,834 | 2,670 | 0.17% | 0.19% | 322 | -1,129 | -11.33% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 8,816 | 2,664 | 0.03% | 0.03% | 323 | -380 | -4.13% | Q1 2026 | May 08, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 8,808 | 2,662 | 0.36% | 0.37% | 324 | -268 | -2.95% | Q1 2026 | Apr 08, 2026 |
| Pillar Financial Advisors, LLC | History | Reduced | 8,807 | 2,661 | 1.56% | 1.65% | 325 | -266 | -2.93% | Q1 2026 | May 07, 2026 |
| Altura Wealth Advisors Inc. | History | New | 8,710 | 2,632 | 1.15% | — | 326 | +8,710 | New | Q1 2026 | May 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 8,708 | 2,631 | 0.34% | 0.37% | 327 | -140 | -1.58% | Q1 2026 | Apr 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 8,619 | 2,605 | 0.03% | 0.03% | 328 | +260 | 3.11% | Q1 2026 | Apr 20, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 8,602 | 2,599 | 1.52% | 1.45% | 329 | +94 | 1.1% | Q1 2026 | May 14, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | New | 8,588 | 2,595 | 0.11% | — | 330 | +8,588 | New | Q1 2026 | May 14, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 8,522 | 2,575 | 0.24% | 0.39% | 331 | -4,934 | -36.67% | Q1 2026 | May 04, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 8,499 | 2,568 | 0.76% | 0.75% | 332 | +240 | 2.91% | Q1 2026 | May 06, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 8,486 | 2,564 | 0.04% | 0.05% | 333 | -339 | -3.84% | Q1 2026 | Apr 22, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 8,459 | 2,556 | 0.2% | 0.19% | 334 | +17 | 0.2% | Q1 2026 | May 13, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 8,456 | 2,555 | 0.2% | 0.4% | 335 | -8,950 | -51.42% | Q1 2026 | Apr 08, 2026 |
| Gateway Wealth Partners, LLC | History | New | 8,440 | 2,551 | 0.1% | — | 336 | +8,440 | New | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 8,422 | 2,545 | 0.09% | 0.1% | 337 | -606 | -6.71% | Q1 2026 | May 14, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 8,419 | 2,544 | 1.11% | 1.13% | 338 | -327 | -3.74% | Q1 2026 | Apr 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,271 | 2,521 | 0.02% | 0.02% | 339 | +912 | 12.39% | Q1 2026 | Apr 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 8,329 | 2,517 | 0.02% | 0.01% | 340 | +4,175 | 100.51% | Q1 2026 | May 15, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | Added to | 8,330 | 2,517 | 2.11% | 2.05% | 341 | +268 | 3.32% | Q1 2026 | May 08, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 8,311 | 2,512 | 0.08% | — | 342 | +8,311 | New | Q1 2026 | Apr 16, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 8,307 | 2,510 | 1.5% | 1.52% | 343 | +296 | 3.69% | Q1 2026 | Apr 27, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 8,093 | 2,446 | 0.04% | 0.03% | 344 | +103 | 1.29% | Q1 2026 | Apr 08, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 8,041 | 2,430 | 0.05% | 0.05% | 345 | -106 | -1.3% | Q1 2026 | May 15, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 7,941 | 2,400 | 0.94% | 0.94% | 346 | +57 | 0.72% | Q1 2026 | May 04, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 7,934 | 2,397 | 0.17% | 0.17% | 347 | +163 | 2.1% | Q1 2026 | May 15, 2026 |
| Ballast Financial Advisors LLC | History | Reduced | 7,758 | 2,344 | 2.4% | 2.41% | 348 | -6 | -0.08% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 7,716 | 2,332 | 0.05% | 0.06% | 349 | +121 | 1.59% | Q1 2026 | May 04, 2026 |
| River Wealth Advisors LLC | History | Reduced | 7,670 | 2,318 | 0.27% | 0.27% | 350 | -190 | -2.42% | Q1 2026 | May 13, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 7,618 | 2,302 | 0.5% | 0.49% | 351 | -138 | -1.78% | Q1 2026 | May 08, 2026 |
| Vestwell Advisors, LLC | History | Added to | 7,551 | 2,282 | 0.62% | 0.32% | 352 | +441 | 6.2% | Q1 2026 | May 18, 2026 |
| VANGUARD ADVISERS INC | History | New | 7,528 | 2,275 | 0.01% | — | 353 | +7,528 | New | Q1 2026 | May 08, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 7,524 | 2,274 | 0.22% | 0.22% | 354 | -257 | -3.3% | Q1 2026 | Apr 13, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 6,686 | 2,251 | 0.43% | 0.42% | 355 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 7,115 | 2,248 | 0.13% | 0.13% | 356 | -54 | -0.75% | Q1 2026 | Apr 17, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 7,422 | 2,243 | 0.17% | 0.17% | 357 | +470 | 6.76% | Q1 2026 | May 07, 2026 |
| IPG Investment Advisors LLC | History | Added to | 2,387 | 2,237 | 0.38% | 0.06% | 358 | +1,296 | 118.79% | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 7,353 | 2,222 | 0.04% | 0.04% | 359 | +452 | 6.55% | Q1 2026 | May 07, 2026 |
| Prospera Financial Services Inc | History | Reduced | 7,334 | 2,221 | 0.04% | 0.04% | 360 | -183 | -2.43% | Q1 2026 | Apr 14, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 7,351 | 2,221 | 0.42% | 0.34% | 361 | -19 | -0.26% | Q1 2026 | May 11, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 7,336 | 2,217 | 0.31% | 0.3% | 362 | +283 | 4.01% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Reduced | 7,314 | 2,210 | 0.0% | 0.0% | 363 | -110 | -1.48% | Q1 2026 | May 06, 2026 |
| Opulen Financial Group LLC | History | Added to | 7,150 | 2,161 | 1.52% | 1.57% | 364 | +7 | 0.1% | Q1 2026 | Apr 29, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 7,119 | 2,151 | 0.03% | 0.03% | 365 | +3 | 0.04% | Q1 2026 | May 01, 2026 |
| Vickerman Investment Advisors, Inc. | History | Reduced | 7,061 | 2,134 | 0.45% | 0.43% | 366 | -8 | -0.11% | Q1 2026 | May 12, 2026 |
| Creekside Partners | History | Reduced | 7,035 | 2,126 | 0.88% | 0.93% | 367 | -275 | -3.76% | Q1 2026 | Apr 21, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 6,970 | 2,106 | 0.7% | 0.69% | 368 | -6 | -0.09% | Q1 2026 | Apr 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 6,949 | 2,100 | 0.0% | 0.0% | 369 | +4,847 | 230.59% | Q1 2026 | May 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 6,827 | 2,063 | 0.08% | 0.08% | 370 | +347 | 5.35% | Q1 2026 | May 12, 2026 |
| BTC Capital Management, Inc. | History | Reduced | 6,780 | 2,049 | 0.14% | 0.16% | 371 | -714 | -9.53% | Q1 2026 | Apr 20, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 6,755 | 2,041 | 0.51% | 0.53% | 372 | -73 | -1.07% | Q1 2026 | May 07, 2026 |
| Elevated Financial Group LLC | History | Reduced | 6,714 | 2,029 | 0.66% | 0.72% | 373 | -152 | -2.21% | Q1 2026 | May 11, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 6,705 | 2,026 | 0.28% | 0.53% | 374 | +199 | 3.06% | Q1 2026 | May 12, 2026 |
| WHITTIER TRUST CO | History | Reduced | 6,564 | 2,022 | 0.02% | 0.02% | 375 | -449 | -6.4% | Q1 2026 | Apr 28, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 6,685 | 2,020 | 0.69% | 0.7% | 376 | +2 | 0.03% | Q1 2026 | May 04, 2026 |
| Simmons Bank | History | Reduced | 6,594 | 1,992 | 0.13% | 0.14% | 377 | -118 | -1.76% | Q1 2026 | Apr 23, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 6,583 | 1,989 | 0.51% | 0.52% | 378 | +40 | 0.61% | Q1 2026 | Apr 09, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 6,532 | 1,974 | 0.02% | 0.01% | 379 | +68 | 1.05% | Q1 2026 | May 11, 2026 |
| BOKF, NA | History | Added to | 6,514 | 1,968 | 0.03% | 0.03% | 380 | +298 | 4.79% | Q1 2026 | May 08, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 6,476 | 1,957 | 0.08% | 0.07% | 381 | +274 | 4.42% | Q1 2026 | May 14, 2026 |
| Apriem Advisors | History | Added to | 6,452 | 1,950 | 0.19% | 0.15% | 382 | +1,077 | 20.04% | Q1 2026 | May 14, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 6,440 | 1,946 | 0.7% | 0.67% | 383 | +108 | 1.71% | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | Added to | 6,435 | 1,944 | 0.01% | 0.01% | 384 | +787 | 13.93% | Q1 2026 | May 14, 2026 |
| InTrack Investment Management Inc | History | Reduced | 6,396 | 1,933 | 1.1% | 1.27% | 385 | -1,133 | -15.05% | Q1 2026 | Apr 06, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 6,159 | 1,861 | 1.16% | 0.76% | 386 | -196 | -3.08% | Q1 2026 | May 01, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 6,156 | 1,860 | 0.21% | 0.21% | 387 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 6,119 | 1,850 | 1.56% | 1.58% | 388 | +7 | 0.11% | Q1 2026 | Apr 22, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 6,095 | 1,842 | 0.15% | 0.14% | 389 | -1 | -0.02% | Q1 2026 | May 13, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 6,093 | 1,841 | 0.21% | 0.27% | 390 | -1,690 | -21.71% | Q1 2026 | Apr 15, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 5,987 | 1,810 | 0.46% | 0.42% | 391 | +39 | 0.66% | Q1 2026 | Apr 28, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 5,957 | 1,800 | 0.49% | 0.5% | 392 | +255 | 4.47% | Q1 2026 | May 13, 2026 |
| Tranquility Partners, LLC | History | Added to | 5,946 | 1,797 | 0.68% | 0.61% | 393 | +324 | 5.76% | Q1 2026 | Apr 20, 2026 |
| Dentgroup LLC | History | No change | 5,927 | 1,790 | 1.23% | 1.23% | 394 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Caprock Group, LLC | History | Reduced | 5,889 | 1,780 | 0.04% | 0.04% | 395 | -899 | -13.24% | Q1 2026 | May 11, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 5,855 | 1,769 | 0.04% | 0.05% | 396 | -1,045 | -15.14% | Q1 2026 | May 15, 2026 |
| Financial Connections Group, Inc. | History | Added to | 5,740 | 1,735 | 0.6% | 0.59% | 397 | +22 | 0.38% | Q1 2026 | May 01, 2026 |
| Sage Mountain Advisors LLC | History | No change | 5,718 | 1,728 | 0.12% | 0.09% | 398 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Fiduciary Alliance LLC | History | Added to | 5,244 | 1,721 | 0.1% | 0.09% | 399 | +631 | 13.68% | Q1 2026 | Apr 20, 2026 |
| REBALANCE, LLC | History | Added to | 5,674 | 1,715 | 0.1% | 0.1% | 400 | +6 | 0.11% | Q1 2026 | May 11, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 5,652 | 1,707 | 0.08% | 0.08% | 401 | -192 | -3.29% | Q1 2026 | Apr 08, 2026 |
| AE Wealth Management LLC | History | Added to | 5,645 | 1,706 | 0.01% | 0.01% | 402 | +100 | 1.8% | Q1 2026 | May 13, 2026 |
| Sonoma Allocations LLC | History | Reduced | 5,545 | 1,705 | 0.59% | 0.75% | 403 | -1,630 | -22.72% | Q1 2026 | May 19, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 5,628 | 1,701 | 0.18% | 0.18% | 404 | +39 | 0.7% | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | Added to | 5,626 | 1,700 | 0.01% | 0.0% | 405 | +952 | 20.37% | Q1 2026 | May 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 5,617 | 1,697 | 0.08% | 0.08% | 406 | +6 | 0.11% | Q1 2026 | May 12, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 5,608 | 1,695 | 0.01% | 0.01% | 407 | -73 | -1.28% | Q1 2026 | May 14, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 5,570 | 1,683 | 1.13% | 1.14% | 408 | -6 | -0.11% | Q1 2026 | Apr 29, 2026 |
| Cascade Wealth Advisors, Inc | History | No change | 4,896 | 1,682 | 0.74% | 0.73% | 409 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FineMark National Bank & Trust | History | No change | 5,538 | 1,673 | 0.05% | 0.05% | 410 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Reduced | 5,529 | 1,671 | 0.47% | 0.51% | 411 | -797 | -12.6% | Q1 2026 | May 11, 2026 |
| Bouvel Investment Partners, LLC | History | New | 5,508 | 1,664 | 0.48% | — | 412 | +5,508 | New | Q1 2026 | Apr 10, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 5,493 | 1,660 | 0.25% | 0.26% | 413 | -12 | -0.22% | Q1 2026 | Apr 16, 2026 |
| Jacobs Equity LLC | History | Added to | 5,489 | 1,659 | 1.48% | 1.53% | 414 | +230 | 4.37% | Q1 2026 | May 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 5,481 | 1,656 | 0.02% | 0.02% | 415 | +194 | 3.67% | Q1 2026 | Apr 21, 2026 |
| Wedmont Private Capital | History | Added to | 5,177 | 1,642 | 0.05% | 0.05% | 416 | +259 | 5.27% | Q1 2026 | Apr 09, 2026 |
| Compton Wealth Advisory Group, LLC | History | No change | 5,378 | 1,639 | 0.37% | 0.35% | 417 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 5,392 | 1,629 | 0.04% | 0.05% | 418 | -476 | -8.11% | Q1 2026 | May 14, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 5,389 | 1,628 | 0.09% | 0.09% | 419 | -4 | -0.07% | Q1 2026 | Apr 27, 2026 |
| Genesis Financial Group, LLC | History | Added to | 5,376 | 1,625 | 1.03% | 0.91% | 420 | +163 | 3.13% | Q1 2026 | May 18, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 5,366 | 1,621 | 0.07% | 0.07% | 421 | -70 | -1.29% | Q1 2026 | May 06, 2026 |
| World Investment Advisors | History | Reduced | 5,311 | 1,605 | 0.03% | 0.03% | 422 | -210 | -3.8% | Q1 2026 | Apr 27, 2026 |
| BlackRock, Inc. | History | Added to | 5,240 | 1,583 | 0.0% | 0.0% | 423 | +672 | 14.71% | Q1 2026 | May 13, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 5,227 | 1,579 | 0.86% | 0.9% | 424 | -265 | -4.83% | Q1 2026 | Apr 21, 2026 |
| Michels Family Financial, LLC | History | Added to | 5,222 | 1,578 | 1.14% | 1.14% | 425 | +83 | 1.62% | Q1 2026 | Apr 24, 2026 |
| Penserra Capital Management LLC | History | New | 5,217 | 1,576 | 0.02% | — | 426 | +5,217 | New | Q1 2026 | May 11, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 5,135 | 1,552 | 0.1% | 0.11% | 427 | -571 | -10.01% | Q1 2026 | May 06, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 5,122 | 1,548 | 0.31% | 0.33% | 428 | -20 | -0.39% | Q1 2026 | May 01, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 5,084 | 1,536 | 0.21% | 0.23% | 429 | -141 | -2.7% | Q1 2026 | Apr 24, 2026 |
| CGN Advisors LLC | History | Reduced | 5,072 | 1,533 | 0.12% | 0.12% | 430 | -80 | -1.55% | Q1 2026 | Apr 13, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 4,989 | 1,507 | 0.16% | 0.15% | 431 | -51 | -1.01% | Q1 2026 | Apr 21, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 4,956 | 1,497 | 0.01% | 0.01% | 432 | -177 | -3.45% | Q1 2026 | May 01, 2026 |
| Ironwood Financial, llc | History | Added to | 4,949 | 1,495 | 0.26% | 0.26% | 433 | +194 | 4.08% | Q1 2026 | Apr 16, 2026 |
| DRAVO BAY LLC | History | Added to | 4,943 | 1,493 | 0.61% | 0.6% | 434 | +203 | 4.28% | Q1 2026 | May 07, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 4,872 | 1,473 | 0.04% | 0.04% | 435 | +545 | 12.6% | Q1 2026 | Apr 21, 2026 |
| Belpointe Asset Management LLC | History | Added to | 4,822 | 1,457 | 0.05% | 0.05% | 436 | +42 | 0.88% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 4,822 | 1,457 | 0.19% | 0.21% | 437 | +42 | 0.88% | Q1 2026 | Apr 28, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 4,808 | 1,453 | 0.02% | 0.02% | 438 | +1,175 | 32.34% | Q1 2026 | Apr 23, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 4,807 | 1,452 | 0.46% | 0.49% | 439 | -338 | -6.57% | Q1 2026 | Apr 27, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 4,792 | 1,448 | 0.14% | 0.16% | 440 | -686 | -12.52% | Q1 2026 | May 14, 2026 |
| AMG National Trust Bank | History | Added to | 4,782 | 1,445 | 0.03% | 0.02% | 441 | +2,142 | 81.14% | Q1 2026 | May 04, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 4,752 | 1,436 | 0.33% | 0.32% | 442 | +39 | 0.83% | Q1 2026 | Apr 15, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 4,733 | 1,429 | 0.45% | 0.45% | 443 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 4,721 | 1,427 | 0.24% | 0.24% | 444 | +54 | 1.16% | Q1 2026 | Apr 28, 2026 |
| Manchester Capital Management LLC | History | Reduced | 4,687 | 1,416 | 0.2% | 0.2% | 445 | -100 | -2.09% | Q1 2026 | May 11, 2026 |
| ASPIRIANT, LLC | History | No change | 4,683 | 1,415 | 0.04% | 0.04% | 446 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | Added to | 4,621 | 1,396 | 1.01% | 0.98% | 447 | +313 | 7.27% | Q1 2026 | May 08, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 4,815 | 1,394 | 0.04% | 0.04% | 448 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gotham Asset Management, LLC | History | No change | 4,597 | 1,389 | 0.0% | 0.01% | 449 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Independent Wealth Network Inc. | History | Added to | 4,593 | 1,388 | 0.41% | 0.4% | 450 | +280 | 6.49% | Q1 2026 | Apr 20, 2026 |
| Ferguson Johnson Wealth Management Inc | History | Added to | 4,584 | 1,385 | 1.12% | 1.12% | 451 | +107 | 2.39% | Q1 2026 | May 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 4,535 | 1,371 | 0.01% | 0.01% | 452 | -294 | -6.09% | Q1 2026 | Apr 07, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 4,536 | 1,370 | 0.05% | 0.05% | 453 | -104 | -2.24% | Q1 2026 | May 06, 2026 |
| Friday Financial | History | Added to | 4,508 | 1,362 | 0.47% | 0.45% | 454 | +248 | 5.82% | Q1 2026 | Apr 16, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 4,495 | 1,358 | 0.08% | 0.08% | 455 | +7 | 0.16% | Q1 2026 | Apr 20, 2026 |
| Klingman & Associates, LLC | History | Reduced | 4,479 | 1,353 | 0.06% | 0.07% | 456 | -161 | -3.47% | Q1 2026 | May 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 4,478 | 1,353 | 0.04% | 0.04% | 457 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 392,074 | 1,346 | 0.42% | 0.47% | 458 | -351 | -0.09% | Q1 2026 | May 08, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Added to | 4,433 | 1,339 | 0.65% | 0.59% | 459 | +66 | 1.51% | Q1 2026 | May 08, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Added to | 3,986 | 1,335 | 1.25% | 1.17% | 460 | +181 | 4.76% | Q1 2026 | Apr 27, 2026 |
| Cooksen Wealth, LLC | History | Reduced | 4,413 | 1,333 | 0.97% | 1.16% | 461 | -846 | -16.09% | Q1 2026 | Apr 30, 2026 |
| DAVENPORT & Co LLC | History | Added to | 4,384 | 1,325 | 0.01% | 0.01% | 462 | +84 | 1.95% | Q1 2026 | Apr 15, 2026 |
| Stanich Group LLC | History | Reduced | 4,379 | 1,323 | 1.01% | 1.01% | 463 | -70 | -1.57% | Q1 2026 | Apr 15, 2026 |
| TFB Advisors LLC | History | Reduced | 4,353 | 1,315 | 0.69% | 0.64% | 464 | -3,250 | -42.75% | Q1 2026 | Apr 20, 2026 |
| Regal Investment Advisors LLC | History | Added to | 4,350 | 1,314 | 0.08% | 0.07% | 465 | +310 | 7.67% | Q1 2026 | May 14, 2026 |
| Total Wealth Planning, LLC | History | No change | 4,329 | 1,307 | 2.8% | 2.8% | 466 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HARTLINE INVESTMENT CORP/ | History | No change | 4,306 | 1,301 | 0.14% | 0.14% | 467 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HUB Investment Partners, LLC | History | Added to | 4,296 | 1,298 | 0.03% | 0.01% | 468 | +3,398 | 378.4% | Q1 2026 | May 15, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 4,293 | 1,297 | 0.07% | 0.08% | 469 | -41 | -0.95% | Q1 2026 | May 14, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 4,289 | 1,296 | 0.38% | 0.38% | 470 | +62 | 1.47% | Q1 2026 | Apr 16, 2026 |
| BKM Wealth Management, LLC | History | Added to | 4,213 | 1,273 | 0.46% | 0.44% | 472 | +273 | 6.93% | Q1 2026 | Apr 22, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 4,214 | 1,273 | 0.16% | 0.16% | 471 | +48 | 1.15% | Q1 2026 | May 14, 2026 |
| Trust Co | History | Added to | 4,203 | 1,270 | 0.12% | 0.12% | 473 | +44 | 1.06% | Q1 2026 | Apr 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 4,197 | 1,268 | 0.03% | 0.03% | 474 | -37 | -0.87% | Q1 2026 | May 15, 2026 |
| McMillan Office, Inc. | History | Reduced | 4,174 | 1,261 | 0.16% | 0.16% | 475 | -150 | -3.47% | Q1 2026 | Apr 23, 2026 |
| Opus Capital Group, LLC | History | No change | 4,167 | 1,260 | 0.14% | 0.14% | 476 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BANK OF HAWAII | History | Added to | 4,168 | 1,259 | 0.07% | 0.06% | 477 | +155 | 3.86% | Q1 2026 | May 14, 2026 |
| Kure Advisory, LLC | History | Added to | 4,140 | 1,251 | 0.68% | 0.68% | 478 | +107 | 2.65% | Q1 2026 | Apr 16, 2026 |
| CITY HOLDING CO | History | Reduced | 4,134 | 1,249 | 0.16% | 0.16% | 479 | -65 | -1.55% | Q1 2026 | Apr 15, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 4,117 | 1,244 | 0.28% | 0.28% | 480 | -2 | -0.05% | Q1 2026 | Apr 20, 2026 |
| PKS Advisory Services, LLC | History | Added to | 4,111 | 1,242 | 0.29% | 0.28% | 481 | +102 | 2.54% | Q1 2026 | May 13, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 4,102 | 1,239 | 0.3% | 0.27% | 483 | +641 | 18.52% | Q1 2026 | Apr 24, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 4,102 | 1,239 | 0.07% | 0.07% | 482 | -54 | -1.3% | Q1 2026 | Apr 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 4,098 | 1,238 | 0.04% | 0.03% | 484 | +1,022 | 33.22% | Q1 2026 | May 07, 2026 |
| Truepoint, Inc. | History | Reduced | 4,062 | 1,227 | 0.03% | 0.03% | 485 | -19 | -0.47% | Q1 2026 | May 08, 2026 |
| LOOMIS SAYLES & CO L P | History | New | 4,046 | 1,222 | 0.0% | — | 486 | +4,046 | New | Q1 2026 | May 14, 2026 |
| Brand Asset Management Group, Inc. | History | New | 3,965 | 1,198 | 0.31% | — | 487 | +3,965 | New | Q1 2026 | May 11, 2026 |
| Retirement Planning Group, LLC | History | Added to | 3,960 | 1,197 | 0.04% | 0.04% | 488 | +130 | 3.39% | Q1 2026 | May 04, 2026 |
| HRT FINANCIAL LP | History | New | 3,949 | 1,193 | 0.0% | — | 489 | +3,949 | New | Q1 2026 | May 14, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 3,945 | 1,192 | 0.39% | 0.34% | 490 | +410 | 11.6% | Q1 2026 | Apr 21, 2026 |
| Sowell Financial Services LLC | History | Added to | 3,932 | 1,188 | 0.04% | 0.04% | 491 | +199 | 5.33% | Q1 2026 | Apr 20, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 3,928 | 1,187 | 0.2% | 0.22% | 492 | -414 | -9.53% | Q1 2026 | Apr 21, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 3,914 | 1,182 | 0.41% | 0.48% | 493 | -106 | -2.64% | Q1 2026 | Apr 21, 2026 |
| Sunburst Financial Group, LLC | History | No change | 3,908 | 1,181 | 0.22% | 0.24% | 494 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 3,897 | 1,177 | 0.12% | 0.12% | 495 | +20 | 0.52% | Q1 2026 | May 07, 2026 |
| American Trust | History | Reduced | 3,884 | 1,174 | 0.1% | 0.1% | 496 | -64 | -1.62% | Q1 2026 | May 01, 2026 |
| Graetz Wealth LLC | History | Reduced | 3,881 | 1,173 | 1.05% | 1.27% | 497 | -742 | -16.05% | Q1 2026 | Apr 30, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 3,873 | 1,171 | 0.06% | 0.05% | 498 | -2 | -0.05% | Q1 2026 | May 18, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 3,865 | 1,168 | 0.08% | 0.07% | 499 | +209 | 5.72% | Q1 2026 | May 05, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 3,840 | 1,160 | 0.8% | 0.74% | 500 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 3,812 | 1,152 | 0.12% | 0.13% | 501 | -43 | -1.12% | Q1 2026 | May 11, 2026 |
| Diversified Trust Co | History | Reduced | 3,772 | 1,140 | 0.02% | 0.02% | 502 | -288 | -7.09% | Q1 2026 | Apr 16, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 3,766 | 1,138 | 0.85% | 0.84% | 503 | -124 | -3.19% | Q1 2026 | Apr 17, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 3,760 | 1,136 | 0.49% | 0.49% | 504 | -22 | -0.58% | Q1 2026 | May 15, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 3,748 | 1,132 | 0.05% | 0.05% | 505 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 3,724 | 1,125 | 0.09% | 0.09% | 506 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 3,720 | 1,124 | 0.0% | — | 507 | +3,720 | New | Q1 2026 | May 15, 2026 |
| Capital Squared Financial LLC | History | Added to | 3,696 | 1,116 | 0.85% | 0.62% | 508 | +1,081 | 41.34% | Q1 2026 | May 01, 2026 |
| Cordoba Advisory Partners LLC | History | Reduced | 3,691 | 1,115 | 0.31% | 0.6% | 509 | -4,361 | -54.16% | Q1 2026 | Apr 28, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 3,671 | 1,113 | 0.06% | 0.05% | 510 | -3 | -0.08% | Q1 2026 | May 12, 2026 |
| Battery Global Advisors, LLC | History | Reduced | 3,680 | 1,112 | 0.6% | 8.51% | 511 | -25,590 | -87.43% | Q1 2026 | May 14, 2026 |
| St. Louis Trust Co | History | Reduced | 3,648 | 1,102 | 0.13% | 0.14% | 512 | -410 | -10.1% | Q1 2026 | May 14, 2026 |
| BLB&B Advisors, LLC | History | Added to | 3,637 | 1,099 | 0.05% | 0.04% | 513 | +207 | 6.03% | Q1 2026 | Apr 28, 2026 |
| Round Rock Advisors LLC | History | No change | 3,621 | 1,094 | 0.17% | 0.16% | 514 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Royal Fund Management, LLC | History | Reduced | 3,590 | 1,091 | 0.1% | 0.1% | 515 | -112 | -3.03% | Q1 2026 | May 19, 2026 |
| Mutual Advisors, LLC | History | Reduced | 3,585 | 1,083 | 0.02% | 0.02% | 516 | -270 | -7.0% | Q1 2026 | May 01, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 3,576 | 1,080 | 0.03% | 0.03% | 517 | -6 | -0.17% | Q1 2026 | Apr 16, 2026 |
| Ballentine Partners, LLC | History | Added to | 3,571 | 1,079 | 0.02% | 0.01% | 518 | +787 | 28.27% | Q1 2026 | May 14, 2026 |
| Evergreen Wealth Management, LLC | History | No change | 3,559 | 1,075 | 0.55% | 0.54% | 519 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Coastal Bridge Advisors, LLC | History | New | 3,553 | 1,074 | 0.08% | — | 520 | +3,553 | New | Q1 2026 | May 14, 2026 |
| WAYSTONE ADVISORS LLC | History | Added to | 3,532 | 1,067 | 0.95% | 0.9% | 521 | +60 | 1.73% | Q1 2026 | Apr 16, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 3,250 | 1,064 | 0.02% | 0.01% | 522 | +2,483 | 323.73% | Q1 2026 | May 01, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 3,512 | 1,061 | 0.0% | 0.0% | 523 | -1,289 | -26.85% | Q1 2026 | May 14, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 3,499 | 1,057 | 0.01% | 0.01% | 524 | +502 | 16.75% | Q1 2026 | May 15, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 3,468 | 1,048 | 0.45% | 0.48% | 525 | -216 | -5.86% | Q1 2026 | May 01, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 3,441 | 1,040 | 0.02% | 0.02% | 526 | -83 | -2.36% | Q1 2026 | May 07, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 3,439 | 1,039 | 0.27% | 0.26% | 527 | -155 | -4.31% | Q1 2026 | May 11, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 3,424 | 1,035 | 0.06% | 0.05% | 528 | +1,937 | 130.26% | Q1 2026 | Apr 22, 2026 |
| Carnegie Investment Counsel | History | Reduced | 3,419 | 1,033 | 0.02% | 0.02% | 529 | -95 | -2.7% | Q1 2026 | May 01, 2026 |
| Center For Asset Management LLC | History | Added to | 3,419 | 1,033 | 0.51% | 0.54% | 530 | +17 | 0.5% | Q1 2026 | Apr 16, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 3,296 | 1,019 | 0.28% | 0.3% | 531 | -21 | -0.63% | Q1 2026 | Apr 08, 2026 |
| Novak & Powell Financial Services, Inc. | History | New | 3,357 | 1,014 | 0.55% | — | 532 | +3,357 | New | Q1 2026 | May 14, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 3,326 | 1,005 | 0.47% | 0.46% | 533 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ERn Financial, LLC | History | Reduced | 3,299 | 997 | 0.19% | 0.19% | 534 | -111 | -3.26% | Q1 2026 | Apr 24, 2026 |
| Wrenne Financial Planning LLC | History | Reduced | 3,283 | 992 | 0.39% | 0.41% | 535 | -19 | -0.58% | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 3,268 | 987 | 0.0% | 0.0% | 536 | -24 | -0.73% | Q1 2026 | Apr 24, 2026 |
| NICOLET BANKSHARES INC | History | New | 3,244 | 983 | 0.04% | — | 537 | +3,244 | New | Q1 2026 | May 14, 2026 |
| Accretive Wealth Partners, LLC | History | Reduced | 3,238 | 978 | 0.27% | 0.29% | 538 | -9 | -0.28% | Q1 2026 | Apr 22, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 3,215 | 971 | 0.02% | 0.02% | 539 | -8 | -0.25% | Q1 2026 | Apr 15, 2026 |
| Passumpsic Savings Bank | History | No change | 3,217 | 971 | 0.53% | 0.53% | 540 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 3,204 | 968 | 0.02% | 0.02% | 541 | +924 | 40.53% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,205 | 968 | 0.03% | 0.03% | 542 | -26 | -0.8% | Q1 2026 | Apr 07, 2026 |
| Tandem Financial, LLC | History | Reduced | 3,125 | 944 | 0.3% | 4.32% | 545 | -9,742 | -75.71% | Q1 2026 | May 08, 2026 |
| AlphaCore Capital LLC | History | Reduced | 3,124 | 944 | 0.02% | 0.03% | 543 | -1,263 | -28.79% | Q1 2026 | May 15, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 3,125 | 944 | 0.1% | 0.1% | 544 | +7 | 0.22% | Q1 2026 | May 06, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 3,086 | 932 | 0.01% | 0.01% | 546 | -210 | -6.37% | Q1 2026 | May 13, 2026 |
| Key FInancial Inc | History | Added to | 3,058 | 924 | 0.16% | 0.16% | 547 | +78 | 2.62% | Q1 2026 | Apr 24, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 3,029 | 915 | 0.77% | 0.72% | 548 | +168 | 5.87% | Q1 2026 | Apr 13, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 3,022 | 913 | 0.34% | 0.32% | 549 | +57 | 1.92% | Q1 2026 | May 08, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 3,153 | 912 | 0.78% | 0.81% | 550 | +6 | 0.19% | Q1 2026 | Apr 27, 2026 |
| Glassman Wealth Services | History | No change | 3,015 | 911 | 0.12% | 0.12% | 551 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 2,986 | 902 | 0.25% | 0.23% | 552 | -44 | -1.45% | Q1 2026 | May 05, 2026 |
| Shoker Investment Counsel, Inc. | History | Reduced | 2,983 | 901 | 0.27% | 0.27% | 553 | -73 | -2.39% | Q1 2026 | May 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 2,974 | 899 | 0.03% | 0.03% | 554 | -29 | -0.97% | Q1 2026 | Apr 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 2,970 | 897 | 0.01% | 0.01% | 555 | -396 | -11.76% | Q1 2026 | May 11, 2026 |
| True North Advisors, LLC | History | Reduced | 2,949 | 891 | 0.1% | 0.15% | 556 | -861 | -22.6% | Q1 2026 | May 07, 2026 |
| BCS Wealth Management | History | Reduced | 2,939 | 888 | 0.18% | 0.18% | 558 | -3,015 | -50.64% | Q1 2026 | Apr 17, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 2,939 | 888 | 0.27% | 0.26% | 557 | -10 | -0.34% | Q1 2026 | Apr 21, 2026 |
| Net Worth Advisory Group | History | Added to | 2,934 | 886 | 0.18% | 0.17% | 559 | +196 | 7.16% | Q1 2026 | May 05, 2026 |
| LightSquare Wealth Management, LLC | History | New | 2,928 | 885 | 0.66% | — | 560 | +2,928 | New | Q1 2026 | May 11, 2026 |
| OFS Enterprise LLC | History | New | 2,915 | 881 | 0.26% | — | 561 | +2,915 | New | Q1 2026 | Apr 09, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 2,913 | 880 | 0.16% | 0.13% | 562 | +478 | 19.63% | Q1 2026 | Apr 29, 2026 |
| GEN Financial Management, INC. | History | Added to | 2,912 | 880 | 0.54% | 0.55% | 563 | +3 | 0.1% | Q1 2026 | Apr 16, 2026 |
| Revisor Wealth Management LLC | History | Added to | 2,885 | 872 | 0.24% | 0.24% | 564 | +184 | 6.81% | Q1 2026 | Apr 27, 2026 |
| Balefire, LLC | History | Added to | 2,884 | 871 | 0.16% | 0.17% | 566 | +7 | 0.24% | Q1 2026 | May 07, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 2,884 | 871 | 0.05% | 0.06% | 565 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 2,872 | 868 | 0.01% | 0.01% | 567 | +14 | 0.49% | Q1 2026 | May 13, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | New | 2,871 | 867 | 0.04% | — | 569 | +2,871 | New | Q1 2026 | May 06, 2026 |
| BSW Wealth Partners | History | Reduced | 2,871 | 867 | 0.11% | 0.12% | 568 | -444 | -13.39% | Q1 2026 | Apr 14, 2026 |
| DAHRING | CUSMANO LLC | History | Added to | 2,860 | 864 | 0.53% | 0.55% | 570 | +252 | 9.66% | Q1 2026 | May 05, 2026 |
| Financial Alternatives, Inc | History | No change | 2,843 | 859 | 0.46% | 0.5% | 571 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,835 | 856 | 0.01% | 0.01% | 572 | -590 | -17.23% | Q1 2026 | Apr 20, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 2,832 | 855 | 0.53% | 0.6% | 573 | -399 | -12.35% | Q1 2026 | Apr 22, 2026 |
| IFG Advisors, LLC | History | Added to | 2,818 | 851 | 0.14% | 0.14% | 574 | +1 | 0.04% | Q1 2026 | Apr 09, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 2,811 | 849 | 0.1% | 0.1% | 575 | -175 | -5.86% | Q1 2026 | May 05, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 2,782 | 840 | 0.48% | 0.48% | 576 | +40 | 1.46% | Q1 2026 | May 01, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 2,776 | 839 | 0.83% | 0.81% | 577 | +47 | 1.72% | Q1 2026 | Apr 07, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 2,774 | 838 | 0.02% | — | 578 | +2,774 | New | Q1 2026 | Apr 27, 2026 |
| UNITED BANK | History | Reduced | 2,770 | 837 | 0.11% | 0.17% | 579 | -1,521 | -35.45% | Q1 2026 | May 11, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 2,753 | 832 | 0.49% | 0.5% | 580 | -786 | -22.21% | Q1 2026 | Apr 16, 2026 |
| StoneX Group Inc. | History | Reduced | 2,752 | 831 | 0.04% | 0.08% | 581 | -3,675 | -57.18% | Q1 2026 | May 14, 2026 |
| Carl P. Sherr & Co., LLC | History | Reduced | 2,740 | 828 | 0.39% | 0.39% | 582 | -30 | -1.08% | Q1 2026 | May 07, 2026 |
| PFG Advisors | History | Reduced | 2,730 | 825 | 0.04% | 0.06% | 583 | -1,438 | -34.5% | Q1 2026 | May 05, 2026 |
| XY Planning Network, Inc. | History | Added to | 2,708 | 825 | 0.13% | 0.14% | 584 | +6 | 0.22% | Q1 2026 | Apr 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 2,708 | 818 | 0.02% | 0.02% | 585 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 2,700 | 815 | 0.59% | 0.59% | 586 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Eagle Strategies LLC | History | Reduced | 2,688 | 812 | 0.1% | 0.1% | 587 | -5 | -0.19% | Q1 2026 | Apr 20, 2026 |
| LexAurum Advisors, LLC | History | New | 2,686 | 811 | 0.11% | — | 588 | +2,686 | New | Q1 2026 | Apr 13, 2026 |
| WealthShield Partners, LLC | History | Added to | 2,674 | 808 | 0.09% | 0.09% | 589 | +112 | 4.37% | Q1 2026 | May 01, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 2,669 | 806 | 0.11% | 0.1% | 590 | +68 | 2.61% | Q1 2026 | May 08, 2026 |
| Asset Dedication, LLC | History | No change | 2,657 | 802 | 0.05% | 0.05% | 591 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 2,649 | 800 | 0.02% | 0.02% | 592 | +103 | 4.05% | Q1 2026 | May 13, 2026 |
| Keystone Financial Services, LLC | History | Reduced | 2,641 | 798 | 0.54% | 0.55% | 593 | -18 | -0.68% | Q1 2026 | Apr 21, 2026 |
| Monetary Solutions, Ltd | History | Added to | 2,633 | 795 | 0.77% | 0.6% | 594 | +607 | 29.96% | Q1 2026 | May 01, 2026 |
| Glenview Trust Co | History | No change | 2,628 | 794 | 0.01% | 0.01% | 595 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 2,625 | 793 | 0.09% | 0.09% | 596 | -140 | -5.06% | Q1 2026 | May 11, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 2,601 | 786 | 0.52% | 0.48% | 598 | +85 | 3.38% | Q1 2026 | Apr 21, 2026 |
| STEPH & CO | History | Added to | 2,602 | 786 | 0.22% | 0.22% | 597 | +51 | 2.0% | Q1 2026 | Apr 17, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 2,599 | 785 | 0.11% | 0.12% | 599 | -118 | -4.34% | Q1 2026 | Apr 29, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 2,564 | 775 | 0.02% | 0.01% | 600 | +1,617 | 170.75% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 2,558 | 773 | 0.0% | 0.0% | 601 | -152 | -5.61% | Q1 2026 | May 13, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 2,560 | 773 | 0.07% | 0.07% | 602 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Arkadios Wealth Advisors | History | Added to | 2,554 | 772 | 0.01% | 0.01% | 603 | +75 | 3.03% | Q1 2026 | May 18, 2026 |
| Rinkey Investments | History | Added to | 2,548 | 770 | 0.2% | 0.16% | 604 | +482 | 23.33% | Q1 2026 | May 11, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 2,547 | 769 | 0.14% | 0.12% | 605 | +184 | 7.79% | Q1 2026 | May 11, 2026 |
| Decker Wealth Management LLC | History | Reduced | 2,539 | 767 | 0.17% | 0.17% | 606 | -77 | -2.94% | Q1 2026 | May 06, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 2,513 | 759 | 0.06% | 0.06% | 607 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 2,506 | 757 | 0.05% | 0.02% | 608 | +1,527 | 155.98% | Q1 2026 | Apr 17, 2026 |
| Belvedere Trading LLC | History | Added to | 2,500 | 755 | 0.0% | 0.0% | 609 | +100 | 4.17% | Q1 2026 | May 12, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 2,490 | 752 | 0.22% | 0.23% | 610 | +2 | 0.08% | Q1 2026 | Apr 24, 2026 |
| Busey Bank | History | No change | 2,480 | 749 | 0.02% | 0.02% | 611 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 2,474 | 747 | 0.13% | 0.17% | 612 | +15 | 0.61% | Q1 2026 | Apr 09, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 2,465 | 744 | 0.06% | 0.06% | 613 | -20 | -0.8% | Q1 2026 | May 01, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Reduced | 2,454 | 741 | 0.4% | 0.4% | 614 | -249 | -9.21% | Q1 2026 | Apr 20, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Reduced | 2,453 | 741 | 0.4% | 0.4% | 615 | -35 | -1.41% | Q1 2026 | Apr 20, 2026 |
| Fusion Capital, LLC | History | Added to | 2,449 | 740 | 0.2% | 0.2% | 616 | +141 | 6.11% | Q1 2026 | May 13, 2026 |
| GLR Partners, LLC | History | New | 2,440 | 737 | 0.4% | — | 617 | +2,440 | New | Q1 2026 | May 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 2,427 | 733 | 0.02% | 0.02% | 619 | +262 | 12.1% | Q1 2026 | May 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 2,427 | 733 | 0.02% | 0.02% | 618 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Goodwin Investment Advisory | History | Reduced | 2,423 | 732 | 0.87% | 0.8% | 620 | -1 | -0.04% | Q1 2026 | May 12, 2026 |
| AVISO WEALTH MANAGEMENT | History | No change | 2,407 | 727 | 0.33% | 0.31% | 621 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,398 | 724 | 0.04% | 0.04% | 622 | +76 | 3.27% | Q1 2026 | Apr 17, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 2,367 | 715 | 0.3% | 0.47% | 623 | -1,256 | -34.67% | Q1 2026 | Apr 15, 2026 |
| Magnus Financial Group LLC | History | Reduced | 2,360 | 713 | 0.06% | 0.06% | 624 | -59 | -2.44% | Q1 2026 | Apr 10, 2026 |
| Rossby Financial, LCC | History | Added to | 2,331 | 710 | 0.15% | 0.01% | 625 | +2,220 | 2000.0% | Q1 2026 | May 11, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 2,340 | 707 | 0.06% | 0.06% | 626 | -13 | -0.55% | Q1 2026 | May 15, 2026 |
| GWN SECURITIES INC. | History | Added to | 2,320 | 701 | 0.13% | 0.14% | 627 | +44 | 1.93% | Q1 2026 | May 14, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 2,277 | 688 | 1.03% | 0.94% | 628 | +219 | 10.64% | Q1 2026 | May 05, 2026 |
| Nvest Wealth Strategies, Inc. | History | Reduced | 2,272 | 686 | 0.48% | 0.53% | 629 | -126 | -5.25% | Q1 2026 | Apr 13, 2026 |
| Clarity Capital Advisors, LLC | History | Reduced | 2,267 | 685 | 0.32% | 0.36% | 631 | -133 | -5.54% | Q1 2026 | Apr 09, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 2,268 | 685 | 0.01% | 0.01% | 630 | -19 | -0.83% | Q1 2026 | May 08, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 2,262 | 683 | 0.13% | 0.14% | 632 | -114 | -4.8% | Q1 2026 | Apr 09, 2026 |
| Phillip James Consulting Co. | History | New | 7,279 | 682 | 0.52% | — | 635 | +7,279 | New | Q1 2026 | May 11, 2026 |
| Independence Asset Advisors, LLC | History | New | 2,257 | 682 | 0.25% | — | 634 | +2,257 | New | Q1 2026 | Apr 22, 2026 |
| Arrow Investment Advisors, LLC | History | No change | 2,257 | 682 | 0.73% | 0.76% | 633 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Reduced | 2,257 | 681 | 0.27% | 0.27% | 636 | -20 | -0.88% | Q1 2026 | Apr 29, 2026 |
| TSFG, LLC | History | No change | 2,249 | 680 | 0.1% | 0.1% | 637 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Bishop & Co Investment Management, LLC | History | Reduced | 2,244 | 678 | 0.23% | 3.0% | 638 | -27,741 | -92.52% | Q1 2026 | Apr 24, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 2,238 | 676 | 0.05% | 0.05% | 639 | -38 | -1.67% | Q1 2026 | May 05, 2026 |
| Orin Green Financial, LLC | History | No change | 2,224 | 672 | 0.28% | 0.27% | 640 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Goepper Burkhardt LLC | History | Reduced | 2,222 | 671 | 0.22% | 0.25% | 642 | -364 | -14.08% | Q1 2026 | May 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 2,221 | 671 | 0.17% | 0.2% | 641 | -133 | -5.65% | Q1 2026 | May 06, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 2,216 | 669 | 0.23% | 0.24% | 643 | -41 | -1.82% | Q1 2026 | Apr 23, 2026 |
| Smithfield Trust Co | History | Added to | 2,226 | 668 | 0.03% | 0.03% | 644 | +140 | 6.71% | Q1 2026 | May 08, 2026 |
| Integrated Capital Management, LLC | History | Reduced | 2,187 | 661 | 0.28% | 0.29% | 645 | -26 | -1.17% | Q1 2026 | Apr 17, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 2,182 | 659 | 0.47% | 0.49% | 647 | +86 | 4.1% | Q1 2026 | Apr 29, 2026 |
| Bell Bank | History | Added to | 2,181 | 659 | 0.03% | 0.03% | 646 | +12 | 0.55% | Q1 2026 | Apr 23, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Reduced | 1,957 | 655 | 0.34% | 0.42% | 649 | -189 | -8.81% | Q1 2026 | May 18, 2026 |
| John A. Wolfe & Associates, Inc. | History | Added to | 2,200 | 655 | 1.01% | 0.36% | 648 | +3 | 0.14% | Q1 2026 | May 04, 2026 |
| HM PAYSON & CO | History | Added to | 2,163 | 653 | 0.01% | 0.0% | 650 | +1,355 | 167.7% | Q1 2026 | Apr 13, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 2,157 | 651 | 0.26% | 0.28% | 651 | -240 | -10.01% | Q1 2026 | May 14, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 2,153 | 650 | 0.18% | 0.28% | 652 | +11 | 0.51% | Q1 2026 | Apr 08, 2026 |
| Richmond Investment Services, LLC | History | No change | 2,148 | 648 | 0.1% | 0.11% | 653 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 2,135 | 645 | 0.09% | 0.1% | 654 | -45 | -2.06% | Q1 2026 | Apr 21, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 2,119 | 640 | 0.05% | 0.05% | 655 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| River Street Advisors LLC | History | New | 2,112 | 638 | 0.22% | — | 657 | +2,112 | New | Q1 2026 | Apr 21, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 2,113 | 638 | 0.03% | 0.03% | 656 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Vise Technologies, Inc. | History | No change | 2,097 | 633 | 0.01% | 0.01% | 658 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LEE DANNER & BASS INC | History | No change | 2,092 | 632 | 0.04% | 0.05% | 659 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| 55 North Private Wealth, LLC | History | Reduced | 2,067 | 624 | 0.16% | 0.19% | 661 | -271 | -11.59% | Q1 2026 | Apr 17, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 2,066 | 624 | 0.13% | 0.14% | 660 | +39 | 1.92% | Q1 2026 | Apr 15, 2026 |
| Csenge Advisory Group | History | Reduced | 2,062 | 623 | 0.03% | 0.03% | 662 | -26 | -1.25% | Q1 2026 | Apr 30, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 2,061 | 622 | 0.03% | 0.02% | 663 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 2,052 | 620 | 0.01% | 0.01% | 664 | -85 | -3.98% | Q1 2026 | Apr 27, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 2,027 | 612 | 0.0% | 0.0% | 665 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 2,024 | 611 | 0.3% | 0.3% | 666 | -10 | -0.49% | Q1 2026 | May 07, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 2,017 | 609 | 0.12% | 0.13% | 667 | -173 | -7.9% | Q1 2026 | May 12, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 2,008 | 607 | 0.03% | 0.03% | 668 | +157 | 8.48% | Q1 2026 | May 06, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 1,997 | 603 | 0.22% | 0.66% | 669 | -3,881 | -66.03% | Q1 2026 | May 08, 2026 |
| United Advisor Group, LLC | History | Added to | 1,990 | 601 | 0.07% | 0.07% | 670 | +195 | 10.86% | Q1 2026 | Apr 17, 2026 |
| Wheelhouse Advisory Group LLC | History | Reduced | 1,977 | 597 | 0.2% | 0.25% | 672 | -199 | -9.15% | Q1 2026 | Apr 23, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 1,975 | 597 | 0.13% | 0.14% | 671 | -92 | -4.45% | Q1 2026 | Apr 03, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 1,972 | 595 | 0.07% | 0.07% | 673 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Taylor Financial Group, Inc. | History | Added to | 1,962 | 593 | 0.36% | 0.35% | 674 | +12 | 0.62% | Q1 2026 | May 13, 2026 |
| Silver Oak Advisory Group, Inc. | History | New | 1,959 | 592 | 0.26% | — | 676 | +1,959 | New | Q1 2026 | May 01, 2026 |
| NorthRock Partners, LLC | History | Added to | 1,961 | 592 | 0.01% | 0.01% | 675 | +207 | 11.8% | Q1 2026 | May 15, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 1,954 | 590 | 0.08% | 0.07% | 677 | +40 | 2.09% | Q1 2026 | Apr 27, 2026 |
| InvesTrust | History | Added to | 1,949 | 589 | 0.25% | 0.22% | 678 | +70 | 3.73% | Q1 2026 | Apr 07, 2026 |
| Trilogy Capital Inc. | History | Added to | 1,946 | 588 | 0.03% | 0.03% | 679 | +51 | 2.69% | Q1 2026 | Apr 21, 2026 |
| K2 Financial Inc. | History | Added to | 1,747 | 588 | 0.43% | 0.42% | 680 | +17 | 0.98% | Q1 2026 | Apr 28, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 1,942 | 587 | 0.03% | 0.03% | 682 | +360 | 22.76% | Q1 2026 | Apr 09, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 1,943 | 587 | 0.2% | 0.21% | 681 | -17 | -0.87% | Q1 2026 | May 06, 2026 |
| Oldfather Financial Services, LLC | History | No change | 1,937 | 585 | 0.17% | 0.17% | 683 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | No change | 1,935 | 584 | 0.18% | 0.18% | 684 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 1,921 | 580 | 0.02% | 0.02% | 685 | +1 | 0.05% | Q1 2026 | May 11, 2026 |
| Brooklyn Investment Group | History | Added to | 1,912 | 577 | 0.02% | 0.02% | 686 | +710 | 59.07% | Q1 2026 | Apr 29, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 1,908 | 576 | 0.1% | 0.1% | 687 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Resolute Advisors LLC | History | Added to | 1,898 | 573 | 0.24% | 0.19% | 688 | +2 | 0.11% | Q1 2026 | May 07, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 1,885 | 569 | 0.0% | 0.0% | 689 | +32 | 1.73% | Q1 2026 | May 15, 2026 |
| Plancorp, LLC | History | No change | 1,796 | 567 | 0.02% | 0.02% | 690 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Financial Freedom, LLC | History | No change | 1,875 | 566 | 0.28% | 0.28% | 691 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 1,864 | 563 | 0.12% | 0.12% | 692 | -24 | -1.27% | Q1 2026 | May 15, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 1,858 | 561 | 0.05% | 0.05% | 693 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 1,854 | 560 | 0.05% | 0.05% | 694 | +13 | 0.71% | Q1 2026 | May 11, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 1,829 | 553 | 0.01% | 0.01% | 695 | +2 | 0.11% | Q1 2026 | May 14, 2026 |
| Greenspring Advisors, LLC | History | Added to | 1,825 | 551 | 0.03% | 0.03% | 696 | +70 | 3.99% | Q1 2026 | May 04, 2026 |
| Indivisible Partners | History | Reduced | 1,816 | 548 | 0.05% | 0.06% | 697 | -14 | -0.77% | Q1 2026 | Apr 30, 2026 |
| McGuire Investment Group, LLC | History | Added to | 1,804 | 545 | 0.06% | 0.06% | 698 | +12 | 0.67% | Q1 2026 | Apr 28, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 1,803 | 544 | 0.29% | 0.34% | 700 | -310 | -14.67% | Q1 2026 | Apr 16, 2026 |
| WoodTrust Financial Corp | History | Reduced | 1,799 | 544 | 0.07% | 0.07% | 699 | -303 | -14.41% | Q1 2026 | May 06, 2026 |
| RKL Wealth Management LLC | History | Reduced | 1,794 | 542 | 0.05% | 0.04% | 701 | -9 | -0.5% | Q1 2026 | Apr 24, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 1,777 | 537 | 0.04% | 0.04% | 702 | +1 | 0.06% | Q1 2026 | May 06, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 1,776 | 536 | 0.06% | 0.11% | 703 | -213 | -10.71% | Q1 2026 | Apr 17, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 1,767 | 534 | 0.31% | 0.34% | 704 | -602 | -25.41% | Q1 2026 | Apr 14, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 1,753 | 529 | 0.18% | 0.18% | 705 | +2 | 0.11% | Q1 2026 | Apr 09, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 1,741 | 526 | 0.07% | 0.09% | 706 | -7 | -0.4% | Q1 2026 | May 08, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 1,738 | 525 | 0.28% | 0.29% | 707 | +12 | 0.7% | Q1 2026 | Apr 24, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 1,736 | 524 | 0.12% | 0.12% | 708 | +63 | 3.77% | Q1 2026 | Apr 27, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 1,731 | 523 | 0.01% | 0.01% | 709 | +1 | 0.06% | Q1 2026 | Apr 20, 2026 |
| Wealth Preservation Advisors, LLC | History | Added to | 1,729 | 522 | 0.43% | 0.2% | 710 | +427 | 32.8% | Q1 2026 | May 15, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 1,721 | 520 | 0.24% | — | 711 | +1,721 | New | Q1 2026 | Apr 15, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 1,714 | 518 | 0.46% | — | 712 | +1,714 | New | Q1 2026 | May 07, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 1,712 | 517 | 0.03% | 0.02% | 713 | +407 | 31.19% | Q1 2026 | May 08, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 1,713 | 517 | 0.03% | 0.03% | 714 | -30 | -1.72% | Q1 2026 | May 13, 2026 |
| Procyon Advisors, LLC | History | Reduced | 1,710 | 516 | 0.03% | 0.03% | 716 | -603 | -26.07% | Q1 2026 | May 04, 2026 |
| Petix & Botte Co | History | No change | 1,710 | 516 | 0.11% | 0.12% | 715 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NWAM LLC | History | Reduced | 1,707 | 515 | 0.03% | 0.03% | 717 | -28 | -1.61% | Q1 2026 | May 04, 2026 |
| SlateStone Wealth, LLC | History | No change | 1,703 | 515 | 0.04% | 0.04% | 718 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Unconventional Investor, LLC | History | No change | 1,696 | 512 | 0.24% | 0.24% | 719 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 1,688 | 510 | 0.03% | 0.03% | 720 | +4 | 0.24% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 1,680 | 507 | 0.0% | 0.0% | 721 | -6,080 | -78.35% | Q1 2026 | May 14, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 1,679 | 507 | 0.0% | 0.0% | 723 | -1,497 | -47.13% | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,678 | 507 | 0.01% | 0.01% | 722 | -160 | -8.71% | Q1 2026 | Apr 27, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | New | 1,676 | 506 | 0.55% | — | 724 | +1,676 | New | Q1 2026 | May 15, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 1,667 | 503 | 0.17% | 0.1% | 725 | +803 | 92.94% | Q1 2026 | May 14, 2026 |
| Finward Bancorp | History | Reduced | 1,655 | 500 | 0.4% | 0.41% | 726 | -88 | -5.05% | Q1 2026 | Apr 10, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 1,650 | 498 | 0.2% | 0.19% | 727 | -43 | -2.54% | Q1 2026 | Apr 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 1,646 | 497 | 0.02% | 0.02% | 728 | -3 | -0.18% | Q1 2026 | Apr 28, 2026 |
| Passive Capital Management, LLC. | History | Added to | 1,640 | 495 | 0.15% | 0.13% | 729 | +310 | 23.31% | Q1 2026 | May 14, 2026 |
| CHRISTINE MESSMER PC | History | Reduced | 1,630 | 492 | 0.31% | 0.33% | 730 | -24 | -1.45% | Q1 2026 | Apr 21, 2026 |
| LongView Wealth Management | History | Reduced | 1,506 | 491 | 0.12% | 0.12% | 731 | -52 | -3.34% | Q1 2026 | Apr 15, 2026 |
| MWA Asset Management | History | Added to | 1,622 | 490 | 0.27% | 0.26% | 732 | +75 | 4.85% | Q1 2026 | May 13, 2026 |
| Provident Wealth Management, LLC | History | No change | 1,620 | 489 | 0.15% | 0.14% | 733 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 1,611 | 486 | 0.01% | 0.02% | 734 | -981 | -37.85% | Q1 2026 | May 11, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 1,591 | 485 | 0.11% | 0.1% | 735 | +113 | 7.65% | Q1 2026 | May 21, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 1,604 | 484 | 0.01% | 0.01% | 736 | +357 | 28.63% | Q1 2026 | Apr 17, 2026 |
| Caldwell Trust Co | History | Added to | 1,602 | 484 | 0.04% | 0.04% | 737 | +7 | 0.44% | Q1 2026 | Apr 22, 2026 |
| Invst, LLC | History | Added to | 1,598 | 483 | 0.05% | 0.05% | 739 | +24 | 1.52% | Q1 2026 | May 13, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 1,600 | 483 | 0.33% | 0.3% | 738 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 1,590 | 480 | 0.04% | 0.04% | 740 | +157 | 10.96% | Q1 2026 | Apr 20, 2026 |
| Apeiron RIA LLC | History | Reduced | 1,590 | 480 | 0.11% | 0.1% | 741 | -5 | -0.31% | Q1 2026 | Apr 27, 2026 |
| Hexagon Capital Partners LLC | History | New | 1,585 | 479 | 0.07% | — | 743 | +1,585 | New | Q1 2026 | May 04, 2026 |
| Ascent Group, LLC | History | Reduced | 1,585 | 479 | 0.02% | 0.02% | 742 | -10 | -0.63% | Q1 2026 | May 15, 2026 |
| BIP Wealth, LLC | History | Reduced | 1,579 | 477 | 0.02% | 0.03% | 744 | -1,253 | -44.24% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 1,578 | 477 | 0.14% | 0.13% | 745 | +90 | 6.05% | Q1 2026 | Apr 22, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | No change | 1,580 | 477 | 0.29% | 0.29% | 746 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 1,570 | 474 | 0.21% | 0.3% | 747 | -774 | -33.02% | Q1 2026 | May 05, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 1,559 | 471 | 0.04% | 0.04% | 748 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Added to | 1,552 | 468 | 0.06% | 0.06% | 749 | +45 | 2.99% | Q1 2026 | Apr 27, 2026 |
| FF Advisors,LLC | History | New | 1,401 | 467 | 0.19% | — | 750 | +1,401 | New | Q1 2026 | Apr 27, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 1,541 | 465 | 0.11% | 0.12% | 752 | -76 | -4.7% | Q1 2026 | May 01, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,539 | 465 | 0.01% | 0.01% | 751 | +8 | 0.52% | Q1 2026 | Apr 07, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 1,534 | 463 | 0.02% | 0.01% | 754 | +271 | 21.46% | Q1 2026 | Apr 17, 2026 |
| COURIER CAPITAL LLC | History | No change | 1,535 | 463 | 0.03% | 0.03% | 753 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Agate Pass Investment Management, LLC | History | Added to | 1,524 | 460 | 0.18% | 0.17% | 755 | +1 | 0.07% | Q1 2026 | Apr 07, 2026 |
| Asempa Wealth Advisors | History | No change | 1,502 | 457 | 0.4% | 0.39% | 756 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ponta Wealth Partners, LLC | History | Added to | 1,511 | 456 | 0.37% | 0.25% | 759 | +634 | 72.29% | Q1 2026 | May 11, 2026 |
| Kaizen Financial Strategies | History | Added to | 1,385 | 456 | 0.19% | 0.18% | 758 | +11 | 0.8% | Q1 2026 | May 01, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 1,510 | 456 | 0.1% | 0.1% | 757 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Tactive Advisors, LLC | History | Added to | 1,500 | 453 | 0.13% | 0.13% | 761 | +5 | 0.33% | Q1 2026 | Apr 16, 2026 |
| Nordwand Advisors, LLC | History | No change | 1,500 | 453 | 0.08% | 0.08% | 760 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 1,495 | 451 | 0.11% | 0.11% | 762 | +365 | 32.3% | Q1 2026 | May 15, 2026 |
| Aspen Grove Capital, LLC | History | No change | 1,495 | 451 | 0.09% | 0.08% | 763 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Convergence Financial, LLC | History | Added to | 1,488 | 449 | 0.05% | 0.03% | 766 | +733 | 97.09% | Q1 2026 | May 11, 2026 |
| ProVise Management Group, LLC | History | Reduced | 1,487 | 449 | 0.03% | 0.04% | 764 | -400 | -21.2% | Q1 2026 | May 06, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 1,488 | 449 | 0.21% | 0.21% | 765 | +45 | 3.12% | Q1 2026 | May 05, 2026 |
| Callan Family Office, LLC | History | Reduced | 1,481 | 447 | 0.01% | 0.01% | 767 | -433 | -22.62% | Q1 2026 | May 13, 2026 |
| Bravias Capital Group, LLC | History | Reduced | 1,476 | 446 | 0.29% | 0.27% | 768 | -23 | -1.53% | Q1 2026 | Apr 28, 2026 |
| Choate Investment Advisors | History | Reduced | 1,474 | 445 | 0.01% | 0.01% | 769 | -750 | -33.72% | Q1 2026 | May 13, 2026 |
| Strive Financial Group ,LLC | History | Added to | 1,473 | 445 | 0.24% | 0.21% | 770 | +175 | 13.48% | Q1 2026 | May 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 1,450 | 438 | 0.07% | — | 773 | +1,450 | New | Q1 2026 | May 06, 2026 |
| Athena Investment Management | History | Reduced | 1,450 | 438 | 0.23% | 0.25% | 772 | -140 | -8.81% | Q1 2026 | May 11, 2026 |
| Financial Insights, Inc. | History | No change | 1,449 | 438 | 0.14% | 0.15% | 771 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| SPINNAKER TRUST | History | No change | 1,445 | 436 | 0.02% | 0.02% | 774 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| S.A. Mason LLC | History | No change | 1,444 | 436 | 0.16% | 0.17% | 775 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 1,431 | 432 | 0.0% | 0.0% | 776 | +335 | 30.57% | Q1 2026 | May 15, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 1,427 | 431 | 0.03% | 0.04% | 777 | -40 | -2.73% | Q1 2026 | May 13, 2026 |
| Headland Capital, LLC | History | No change | 1,429 | 431 | 0.12% | 0.12% | 778 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 1,424 | 430 | 0.09% | 0.1% | 779 | -175 | -10.94% | Q1 2026 | Apr 13, 2026 |
| Alteri Wealth LLC | History | No change | 1,422 | 429 | 0.14% | 0.14% | 780 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Strategic Financial Services, Inc. | History | No change | 1,408 | 425 | 0.02% | 0.02% | 781 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 1,406 | 424 | 0.45% | 0.46% | 783 | +594 | 73.15% | Q1 2026 | May 13, 2026 |
| AIMZ Investment Advisors, LLC | History | No change | 1,405 | 424 | 0.13% | 0.12% | 782 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 1,393 | 421 | 0.02% | 0.03% | 784 | -348 | -19.99% | Q1 2026 | Apr 29, 2026 |
| Sensible Money, LLC | History | No change | 1,394 | 421 | 0.13% | 0.13% | 785 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| EWA, LLC | History | Added to | 1,390 | 420 | 0.1% | 0.1% | 786 | +1 | 0.07% | Q1 2026 | Apr 23, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 1,387 | 419 | 0.03% | — | 787 | +1,387 | New | Q1 2026 | May 21, 2026 |
| Keebeck Wealth Management | History | No change | 1,386 | 418 | 0.05% | 0.05% | 788 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 1,379 | 416 | 0.01% | 0.01% | 789 | +9 | 0.66% | Q1 2026 | May 13, 2026 |
| NavPoint Financial, Inc. | History | Added to | 1,376 | 416 | 0.17% | 0.18% | 790 | +1 | 0.07% | Q1 2026 | Apr 24, 2026 |
| Bowman & Co S.C. | History | No change | 1,373 | 414 | 0.17% | 0.17% | 791 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WEST BANCORPORATION INC | History | Added to | 1,367 | 413 | 0.21% | 0.21% | 792 | +56 | 4.27% | Q1 2026 | Apr 23, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 1,363 | 411 | 0.03% | 0.03% | 793 | +1 | 0.07% | Q1 2026 | May 15, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 1,358 | 410 | 0.21% | 0.2% | 794 | +26 | 1.95% | Q1 2026 | Apr 15, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 1,356 | 409 | 0.16% | 0.18% | 796 | -283 | -17.27% | Q1 2026 | May 11, 2026 |
| LGL PARTNERS, LLC | History | Added to | 1,355 | 409 | 0.17% | 0.17% | 795 | +2 | 0.15% | Q1 2026 | May 14, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | New | 1,351 | 408 | 0.05% | — | 798 | +1,351 | New | Q1 2026 | Apr 16, 2026 |
| Narwhal Capital Management | History | No change | 1,350 | 408 | 0.03% | 0.03% | 797 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Valmark Advisers, Inc. | History | New | 1,341 | 405 | 0.0% | — | 800 | +1,341 | New | Q1 2026 | May 01, 2026 |
| Segment Wealth Management, LLC | History | No change | 1,340 | 405 | 0.02% | 0.02% | 799 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Florida Trust Wealth Management Co | History | No change | 1,336 | 403 | 0.01% | 0.01% | 801 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 1,335 | 403 | 0.09% | 0.09% | 802 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 1,332 | 402 | 0.01% | 0.02% | 803 | -1,619 | -54.86% | Q1 2026 | Apr 27, 2026 |
| Verus Financial Partners, Inc. | History | No change | 1,217 | 401 | 0.04% | 0.04% | 804 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Davis Investment Partners, LLC | History | No change | 1,326 | 400 | 0.14% | 0.14% | 805 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Principle Wealth Partners LLC | History | No change | 1,321 | 399 | 0.02% | 0.02% | 806 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 1,319 | 398 | 0.01% | 0.01% | 807 | +58 | 4.6% | Q1 2026 | May 05, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 1,319 | 398 | 0.18% | 0.17% | 808 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Argentarii, LLC | History | Added to | 13,152 | 397 | 0.14% | 0.13% | 809 | +11,841 | 903.2% | Q1 2026 | May 12, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 1,316 | 397 | 0.12% | 0.08% | 810 | +414 | 45.9% | Q1 2026 | May 05, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 1,228 | 395 | 0.03% | 0.03% | 811 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WBH ADVISORY INC | History | Added to | 1,294 | 394 | 0.03% | 0.03% | 812 | +50 | 4.02% | Q1 2026 | Apr 27, 2026 |
| Clark Asset Management, LLC | History | Added to | 1,302 | 393 | 0.04% | 0.04% | 813 | +1 | 0.08% | Q1 2026 | Apr 16, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Added to | 1,289 | 389 | 0.12% | 0.12% | 814 | +2 | 0.16% | Q1 2026 | Apr 14, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 1,287 | 388 | 0.02% | 0.04% | 815 | -684 | -34.7% | Q1 2026 | Apr 23, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 1,281 | 387 | 0.01% | 0.01% | 816 | +20 | 1.59% | Q1 2026 | Apr 29, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 1,277 | 385 | 0.04% | — | 818 | +1,277 | New | Q1 2026 | May 15, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 1,277 | 385 | 0.04% | 0.04% | 817 | -41 | -3.11% | Q1 2026 | May 07, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 1,272 | 384 | 0.03% | 0.03% | 819 | -193 | -13.17% | Q1 2026 | Apr 21, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 1,271 | 384 | 0.08% | 0.08% | 820 | -24 | -1.85% | Q1 2026 | Apr 14, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 1,247 | 383 | 0.03% | 0.03% | 821 | -6 | -0.48% | Q1 2026 | May 11, 2026 |
| Arsenal Capital Advisors LLC | History | Reduced | 1,265 | 382 | 0.28% | 0.27% | 823 | -12 | -0.94% | Q1 2026 | May 07, 2026 |
| PFG Investments, LLC | History | Added to | 1,264 | 382 | 0.02% | 0.02% | 822 | +10 | 0.8% | Q1 2026 | Apr 27, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 1,258 | 380 | 0.13% | 0.13% | 824 | +78 | 6.61% | Q1 2026 | Apr 08, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 1,251 | 378 | 0.01% | 0.01% | 825 | -464 | -27.06% | Q1 2026 | Apr 10, 2026 |
| Stewardship Advisors, LLC | History | Added to | 1,252 | 378 | 0.09% | 0.08% | 826 | +144 | 13.0% | Q1 2026 | Apr 17, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 1,251 | 378 | 0.02% | 0.02% | 827 | +22 | 1.79% | Q1 2026 | Apr 29, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 1,250 | 377 | 0.03% | — | 828 | +1,250 | New | Q1 2026 | May 07, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 1,247 | 376 | 0.0% | 0.0% | 830 | -116 | -8.51% | Q1 2026 | Apr 30, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 1,246 | 376 | 0.0% | 0.01% | 829 | -77 | -5.82% | Q1 2026 | May 06, 2026 |
| HighPoint Advisor Group LLC | History | New | 1,235 | 373 | 0.02% | — | 831 | +1,235 | New | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 1,233 | 372 | 0.0% | 0.01% | 832 | -3,013 | -70.96% | Q1 2026 | May 13, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 1,229 | 371 | 0.05% | 0.06% | 834 | -150 | -10.88% | Q1 2026 | Apr 09, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 1,091 | 371 | 0.13% | 0.14% | 833 | -32 | -2.85% | Q1 2026 | May 08, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 1,226 | 370 | 0.06% | 0.06% | 835 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 1,222 | 369 | 0.05% | 0.06% | 836 | -1,224 | -50.04% | Q1 2026 | Apr 24, 2026 |
| Miller Financial Services LLC | History | Added to | 1,217 | 367 | 0.4% | 0.25% | 837 | +499 | 69.5% | Q1 2026 | May 01, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 1,193 | 360 | 0.02% | 0.02% | 838 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 1,180 | 356 | 0.02% | 0.02% | 839 | -20 | -1.67% | Q1 2026 | Apr 08, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 1,176 | 355 | 0.02% | 0.02% | 840 | -28 | -2.33% | Q1 2026 | Apr 24, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 1,175 | 355 | 0.03% | 0.03% | 841 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | Reduced | 1,170 | 353 | 0.33% | 0.35% | 842 | -80 | -6.4% | Q1 2026 | May 15, 2026 |
| MBL Wealth, LLC | History | No change | 1,165 | 352 | 0.03% | 0.03% | 843 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sigma Planning Corp | History | Added to | 1,152 | 348 | 0.01% | 0.01% | 845 | +5 | 0.44% | Q1 2026 | May 04, 2026 |
| SMITH, MOORE & CO. | History | No change | 1,151 | 348 | 0.03% | 0.03% | 844 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 1,147 | 346 | 0.0% | 0.0% | 846 | -3 | -0.26% | Q1 2026 | May 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 1,144 | 345 | 0.01% | 0.01% | 847 | -125 | -9.85% | Q1 2026 | Apr 30, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 1,134 | 342 | 0.05% | 0.05% | 848 | -102 | -8.25% | Q1 2026 | Apr 09, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 1,135 | 342 | 0.09% | 0.08% | 849 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ICONIQ Capital, LLC | History | Added to | 1,130 | 341 | 0.01% | 0.01% | 850 | +1 | 0.09% | Q1 2026 | May 14, 2026 |
| Farmers National Bank | History | No change | 1,125 | 339 | 0.08% | 0.08% | 851 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Continuum Advisory, LLC | History | Reduced | 1,120 | 338 | 0.03% | 0.04% | 852 | -44 | -3.78% | Q1 2026 | Apr 22, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 1,109 | 335 | 0.03% | 0.03% | 853 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| American Money Management, LLC | History | Added to | 1,105 | 334 | 0.05% | 0.05% | 854 | +1 | 0.09% | Q1 2026 | May 11, 2026 |
| Fonville Wealth Management LLC | History | No change | 1,105 | 333 | 0.06% | 0.07% | 855 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | Added to | 1,101 | 332 | 0.07% | 0.07% | 856 | +1 | 0.09% | Q1 2026 | Apr 29, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 1,098 | 331 | 0.09% | 0.09% | 858 | -1 | -0.09% | Q1 2026 | May 12, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | No change | 1,098 | 331 | 0.02% | 0.02% | 857 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PDS Planning, Inc | History | No change | 1,091 | 329 | 0.02% | 0.02% | 859 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 1,089 | 329 | 0.22% | 0.22% | 860 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Graney & King, LLC | History | No change | 1,091 | 329 | 0.18% | 0.19% | 861 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Vident Advisory, LLC | History | Added to | 1,088 | 328 | 0.0% | 0.0% | 863 | +47 | 4.51% | Q1 2026 | May 14, 2026 |
| CWA Asset Management Group, LLC | History | No change | 1,086 | 328 | 0.01% | 0.01% | 862 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 1,085 | 327 | 0.1% | 0.11% | 865 | -98 | -8.28% | Q1 2026 | Apr 20, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 1,083 | 327 | 0.0% | 0.0% | 864 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Financial Perspectives, Inc | History | Added to | 1,075 | 324 | 0.09% | 0.08% | 867 | +67 | 6.65% | Q1 2026 | May 11, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 1,072 | 324 | 0.08% | 0.08% | 866 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Merited Wealth, LLC | History | Reduced | 1,071 | 323 | 0.27% | 0.3% | 868 | -13 | -1.2% | Q1 2026 | Apr 24, 2026 |
| Advisory Advocates, LLC | History | No change | 1,061 | 320 | 0.33% | 0.32% | 869 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LaFleur & Godfrey LLC | History | Reduced | 1,051 | 317 | 0.04% | 0.04% | 870 | -17 | -1.59% | Q1 2026 | May 04, 2026 |
| Axim Planning & Wealth | History | Added to | 1,045 | 315 | 0.38% | 0.3% | 871 | +101 | 10.7% | Q1 2026 | May 14, 2026 |
| PUREfi Wealth, LLC | History | No change | 1,040 | 314 | 0.21% | 0.24% | 872 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cypress Wealth Services, LLC | History | No change | 1,035 | 312 | 0.04% | 0.04% | 873 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Spire Wealth Management | History | Reduced | 1,025 | 309 | 0.01% | 0.01% | 874 | -10 | -0.97% | Q1 2026 | Apr 22, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 1,017 | 307 | 0.04% | 0.0% | 875 | +1,014 | 33800.0% | Q1 2026 | Apr 16, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 1,055 | 305 | 0.0% | — | 877 | +1,055 | New | Q1 2026 | May 12, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 1,011 | 305 | 0.07% | 0.12% | 876 | -400 | -28.35% | Q1 2026 | May 07, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | Added to | 1,004 | 303 | 0.29% | 0.28% | 878 | +1 | 0.1% | Q1 2026 | Apr 14, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 1,000 | 302 | 0.05% | 0.05% | 879 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 999 | 301 | 0.04% | 0.05% | 881 | -243 | -19.57% | Q1 2026 | May 05, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 996 | 301 | 0.03% | 0.03% | 880 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Prospect Financial Services LLC | History | No change | 996 | 301 | 0.18% | 0.17% | 882 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Vanguard National Trust Co | History | New | 994 | 300 | 0.02% | — | 883 | +994 | New | Q1 2026 | May 08, 2026 |
| Copia Wealth Management | History | No change | 987 | 298 | 0.2% | 0.21% | 884 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 985 | 297 | 0.0% | 0.0% | 885 | -138 | -12.29% | Q1 2026 | Apr 14, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 970 | 293 | 0.07% | 0.08% | 886 | -109 | -10.1% | Q1 2026 | Apr 21, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 970 | 293 | 0.04% | 0.04% | 887 | +104 | 12.01% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 966 | 292 | 0.0% | 0.0% | 888 | -1,469 | -60.33% | Q1 2026 | Apr 29, 2026 |
| Align Financial, LLC | History | Reduced | 956 | 288 | 0.16% | 0.17% | 889 | -287,861 | -99.67% | Q1 2026 | May 08, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 950 | 287 | 0.11% | 0.11% | 890 | +180 | 23.38% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 940 | 286 | 0.02% | 0.03% | 892 | -752 | -44.44% | Q1 2026 | May 01, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 948 | 286 | 0.0% | 0.0% | 891 | +94 | 11.01% | Q1 2026 | May 08, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 949 | 286 | 0.16% | 0.16% | 893 | +1 | 0.11% | Q1 2026 | Apr 22, 2026 |
| Apollon Financial, LLC | History | Added to | 944 | 285 | 0.04% | 0.04% | 896 | +21 | 2.28% | Q1 2026 | Apr 22, 2026 |
| HEADINVEST, LLC | History | Added to | 946 | 285 | 0.06% | 0.06% | 894 | +6 | 0.64% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | No change | 943 | 285 | 0.01% | 0.01% | 895 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| LWM ADVISORS INC | History | No change | 942 | 284 | 0.25% | 0.25% | 897 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 933 | 282 | 0.02% | 0.02% | 898 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Edge Financial Advisors LLC | History | No change | 937 | 282 | 0.12% | 0.12% | 899 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 930 | 281 | 0.0% | 0.0% | 901 | +250 | 36.76% | Q1 2026 | Apr 21, 2026 |
| WRAPMANAGER INC | History | Reduced | 930 | 281 | 0.1% | 0.1% | 900 | -90 | -8.82% | Q1 2026 | May 11, 2026 |
| Sepio Capital, LP | History | No change | 932 | 281 | 0.02% | 0.02% | 902 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 930 | 281 | 0.02% | 0.02% | 903 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 929 | 280 | 0.04% | 0.04% | 904 | +16 | 1.75% | Q1 2026 | May 11, 2026 |
| SAXON INTERESTS, INC. | History | No change | 923 | 278 | 0.1% | 0.1% | 905 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Added to | 910 | 275 | 0.01% | 0.01% | 906 | +95 | 11.66% | Q1 2026 | May 06, 2026 |
| Winthrop Advisory Group LLC | History | No change | 910 | 274 | 0.02% | 0.02% | 907 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Reduced | 905 | 273 | 0.19% | 0.19% | 908 | -4 | -0.44% | Q1 2026 | May 08, 2026 |
| WealthTrak Capital Management LLC | History | Reduced | 899 | 271 | 0.19% | 0.19% | 911 | -3 | -0.33% | Q1 2026 | May 12, 2026 |
| First Pacific Financial | History | Added to | 899 | 271 | 0.03% | 0.04% | 910 | +1 | 0.11% | Q1 2026 | Apr 23, 2026 |
| TI-TRUST, INC | History | No change | 899 | 271 | 0.16% | 0.17% | 909 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Innovative Wealth Building LLC | History | New | 891 | 269 | 0.19% | — | 912 | +891 | New | Q1 2026 | May 01, 2026 |
| Destination Wealth Management | History | Reduced | 884 | 267 | 0.01% | 0.01% | 913 | -471 | -34.76% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 883 | 266 | 0.02% | 0.02% | 914 | -104 | -10.54% | Q1 2026 | May 12, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 865 | 261 | 0.05% | 0.06% | 916 | -51 | -5.57% | Q1 2026 | May 12, 2026 |
| Kropog Financial Group, LLC | History | No change | 865 | 261 | 0.21% | 0.2% | 915 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 862 | 260 | 0.05% | 0.07% | 917 | -321 | -27.13% | Q1 2026 | Apr 13, 2026 |
| Foster Group, Inc. | History | Reduced | 858 | 259 | 0.01% | 0.01% | 918 | -27 | -3.05% | Q1 2026 | Apr 13, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 857 | 259 | 0.03% | 0.03% | 919 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 856 | 258 | 0.05% | 0.04% | 920 | +187 | 27.95% | Q1 2026 | May 11, 2026 |
| NORDEN GROUP LLC | History | Reduced | 848 | 256 | 0.02% | 0.08% | 921 | -1,741 | -67.25% | Q1 2026 | Apr 15, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Reduced | 846 | 255 | 0.17% | 0.2% | 922 | -110 | -11.51% | Q1 2026 | Apr 20, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 841 | 254 | 0.01% | 0.01% | 924 | +12 | 1.45% | Q1 2026 | May 11, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 842 | 254 | 0.01% | 0.01% | 923 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Fortitude Family Office, LLC | History | No change | 840 | 253 | 0.06% | 0.06% | 925 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Rossmore Private Capital | History | No change | 833 | 251 | 0.02% | 0.02% | 926 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 827 | 250 | 0.03% | 0.03% | 929 | -86 | -9.42% | Q1 2026 | Apr 28, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 827 | 250 | 0.01% | 0.01% | 928 | -51 | -5.81% | Q1 2026 | May 04, 2026 |
| Argent Advisors, Inc. | History | No change | 830 | 250 | 0.07% | 0.07% | 927 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Western Reserve Capital Management, LLC | History | Reduced | 820 | 247 | 0.2% | 0.23% | 930 | -16 | -1.91% | Q1 2026 | Apr 27, 2026 |
| One Capital Management, LLC | History | New | 817 | 246 | 0.01% | — | 932 | +817 | New | Q1 2026 | May 12, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 817 | 246 | 0.01% | 0.01% | 931 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 810 | 244 | 0.02% | 0.37% | 934 | -15,073 | -94.9% | Q1 2026 | Apr 22, 2026 |
| Root Financial Partners, LLC | History | Reduced | 810 | 244 | 0.01% | 0.01% | 936 | -97 | -10.69% | Q1 2026 | Apr 24, 2026 |
| Horizon Investment Services, LLC | History | No change | 808 | 244 | 0.08% | 0.09% | 933 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 810 | 244 | 0.05% | 0.05% | 935 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 804 | 242 | 0.02% | 0.02% | 937 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Neuberger Berman Group LLC | History | No change | 802 | 242 | 0.0% | 0.0% | 938 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hurley Capital, LLC | History | Added to | 798 | 241 | 0.13% | 0.13% | 939 | +1 | 0.13% | Q1 2026 | May 06, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 792 | 239 | 0.01% | 0.01% | 940 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | No change | 791 | 239 | 0.06% | 0.06% | 941 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Summit Investment Advisory Services, LLC | History | No change | 793 | 239 | 0.09% | 0.09% | 942 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 788 | 238 | 0.01% | 0.01% | 944 | +31 | 4.1% | Q1 2026 | Apr 17, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 788 | 238 | 0.02% | 0.02% | 943 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 783 | 237 | 0.02% | 0.02% | 945 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 784 | 236 | 0.03% | 0.03% | 946 | +1 | 0.13% | Q1 2026 | May 08, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 781 | 236 | 0.03% | 0.03% | 947 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 780 | 235 | 0.18% | 0.19% | 948 | +1 | 0.13% | Q1 2026 | Apr 22, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 776 | 234 | 0.08% | 0.08% | 950 | -2 | -0.26% | Q1 2026 | May 06, 2026 |
| North Star Investment Management Corp. | History | Added to | 775 | 234 | 0.01% | 0.01% | 949 | +1 | 0.13% | Q1 2026 | Apr 23, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 773 | 233 | 0.01% | 0.0% | 952 | +300 | 63.42% | Q1 2026 | Apr 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 772 | 233 | 0.0% | 0.0% | 951 | +244 | 46.21% | Q1 2026 | May 12, 2026 |
| WPG Advisers, LLC | History | Reduced | 772 | 233 | 0.17% | 0.18% | 954 | -18 | -2.28% | Q1 2026 | Apr 29, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 772 | 233 | 0.04% | 0.04% | 953 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TFC Financial Management, Inc. | History | Added to | 766 | 231 | 0.03% | 0.03% | 955 | +23 | 3.1% | Q1 2026 | Apr 23, 2026 |
| Lexington Hill Partners, LLC | History | Added to | 767 | 231 | 0.13% | 0.17% | 956 | +1 | 0.13% | Q1 2026 | Apr 16, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | New | 764 | 230 | 0.12% | — | 959 | +764 | New | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 762 | 230 | 0.01% | 0.01% | 957 | -211 | -21.69% | Q1 2026 | May 15, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 764 | 230 | 0.02% | 0.02% | 958 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 758 | 229 | 0.01% | 0.01% | 960 | -177 | -18.93% | Q1 2026 | May 07, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 760 | 229 | 0.0% | 0.0% | 961 | -3 | -0.39% | Q1 2026 | May 13, 2026 |
| Dynamic Financial Group | History | No change | 758 | 229 | 0.19% | 0.19% | 962 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Hamrick Investment Counsel, llc | History | New | 754 | 228 | 0.13% | — | 964 | +754 | New | Q1 2026 | May 11, 2026 |
| Capital Analysts, LLC | History | Reduced | 757 | 228 | 0.01% | 0.01% | 963 | -232 | -23.46% | Q1 2026 | May 14, 2026 |
| REDW Wealth LLC | History | No change | 752 | 227 | 0.09% | 0.09% | 965 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cove Private Wealth, LLC | History | Reduced | 750 | 226 | 0.05% | 0.07% | 966 | -9 | -1.19% | Q1 2026 | May 13, 2026 |
| SFI Advisors, LLC | History | Reduced | 745 | 225 | 0.24% | 0.27% | 967 | -637 | -46.09% | Q1 2026 | May 05, 2026 |
| Wealthquest Corp | History | No change | 740 | 223 | 0.02% | 0.02% | 968 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 741 | 223 | 0.08% | 0.07% | 969 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| F/m Investments LLC | History | No change | 740 | 223 | 0.01% | 0.01% | 970 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Veratis Advisors, Inc. | History | No change | 708 | 222 | 0.18% | 0.18% | 971 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 734 | 221 | 0.05% | 0.07% | 972 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Stenger Family Office, LLC | History | New | 2,300 | 219 | 0.04% | — | 978 | +2,300 | New | Q1 2026 | Apr 29, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | New | 725 | 219 | 0.01% | — | 977 | +725 | New | Q1 2026 | May 15, 2026 |
| HANCOCK WHITNEY CORP | History | New | 655 | 219 | 0.0% | — | 976 | +655 | New | Q1 2026 | May 15, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Reduced | 726 | 219 | 0.08% | 0.11% | 975 | -307 | -29.72% | Q1 2026 | May 18, 2026 |
| Facet Wealth, Inc. | History | Reduced | 727 | 219 | 0.0% | 0.01% | 974 | -192 | -20.89% | Q1 2026 | May 07, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 727 | 219 | 0.02% | 0.02% | 973 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Five Pine Wealth Management | History | Reduced | 722 | 218 | 0.14% | 0.14% | 979 | -2 | -0.28% | Q1 2026 | Apr 16, 2026 |
| Meeder Advisory Services, Inc. | History | New | 719 | 217 | 0.01% | — | 982 | +719 | New | Q1 2026 | May 07, 2026 |
| Cornerstone Wealth Group, LLC | History | New | 649 | 217 | 0.01% | — | 981 | +649 | New | Q1 2026 | Apr 22, 2026 |
| Smith Salley Wealth Management | History | No change | 720 | 217 | 0.01% | 0.01% | 980 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | No change | 715 | 216 | 0.01% | 0.01% | 983 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Atlas Brown,Inc. | History | No change | 715 | 216 | 0.07% | 0.06% | 984 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Aprio Wealth Management, LLC | History | New | 710 | 214 | 0.01% | — | 986 | +710 | New | Q1 2026 | May 11, 2026 |
| TPG Financial Advisors, LLC | History | Reduced | 710 | 214 | 0.07% | 0.09% | 985 | -164 | -18.76% | Q1 2026 | May 08, 2026 |
| SageView Advisory Group, LLC | History | No change | 705 | 212 | 0.01% | 0.01% | 987 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 694 | 209 | 0.05% | 0.06% | 989 | -114 | -14.11% | Q1 2026 | Apr 22, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 692 | 209 | 0.0% | 0.0% | 988 | -63 | -8.34% | Q1 2026 | May 05, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 673 | 207 | 0.1% | 0.12% | 992 | -38 | -5.34% | Q1 2026 | Apr 08, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 684 | 207 | 0.06% | 0.07% | 990 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 688 | 207 | 0.02% | 0.02% | 991 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 684 | 206 | 0.13% | 0.14% | 994 | -71 | -9.4% | Q1 2026 | Apr 23, 2026 |
| Sageworth Trust Co | History | No change | 682 | 206 | 0.01% | 0.01% | 993 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Sound Income Strategies, LLC | History | Added to | 673 | 205 | 0.01% | 0.01% | 995 | +126 | 23.03% | Q1 2026 | Apr 27, 2026 |
| Western Financial Corp/CA | History | New | 675 | 204 | 0.08% | — | 996 | +675 | New | Q1 2026 | Apr 22, 2026 |
| Nilsine Partners, LLC | History | New | 610 | 203 | 0.02% | — | 1000 | +610 | New | Q1 2026 | Apr 29, 2026 |
| Advisory Resource Group | History | Reduced | 675 | 203 | 0.03% | 0.05% | 997 | -182 | -21.24% | Q1 2026 | May 15, 2026 |
| 1776 Wealth LLC | History | No change | 672 | 203 | 0.08% | 0.08% | 998 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | No change | 673 | 203 | 0.09% | 0.09% | 999 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | New | 670 | 202 | 0.03% | — | 1003 | +670 | New | Q1 2026 | May 08, 2026 |
| Obermeyer Wealth Partners | History | No change | 672 | 202 | 0.01% | 0.01% | 1001 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 671 | 202 | 0.02% | 0.03% | 1002 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 668 | 201 | 0.05% | 0.05% | 1006 | -47 | -6.57% | Q1 2026 | May 11, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 665 | 201 | 0.04% | 0.04% | 1005 | -25 | -3.62% | Q1 2026 | Apr 22, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 667 | 201 | 0.02% | 0.02% | 1004 | -5 | -0.74% | Q1 2026 | May 01, 2026 |
| Per Stirling Capital Management, LLC. | History | New | 662 | 200 | 0.02% | — | 1007 | +662 | New | Q1 2026 | May 11, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 658 | 199 | 0.19% | 0.2% | 1008 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Synergy Investment Management, LLC | History | New | 656 | 198 | 0.06% | — | 1010 | +656 | New | Q1 2026 | May 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 657 | 198 | 0.03% | 0.01% | 1009 | +406 | 161.75% | Q1 2026 | May 15, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 654 | 197 | 0.09% | 0.1% | 1011 | -93 | -12.45% | Q1 2026 | Apr 13, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 650 | 196 | 0.14% | 0.14% | 1012 | +9 | 1.4% | Q1 2026 | May 12, 2026 |
| Mosley Wealth Management | History | New | 631 | 187 | 0.08% | — | 1013 | +631 | New | Q1 2026 | Apr 27, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 581 | 176 | 0.02% | 0.02% | 1014 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Fairscale Capital, LLC | History | No change | 581 | 175 | 0.12% | 0.12% | 1015 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Westfuller Advisors, LLC | History | No change | 577 | 174 | 0.08% | 0.07% | 1016 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 569 | 171 | 0.08% | 0.04% | 1017 | +281 | 97.57% | Q1 2026 | Apr 15, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 549 | 166 | 0.08% | 0.09% | 1018 | -1 | -0.18% | Q1 2026 | May 15, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 545 | 164 | 0.05% | 0.05% | 1019 | +1 | 0.18% | Q1 2026 | May 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 542 | 163 | 0.0% | 0.0% | 1020 | -6 | -1.09% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 539 | 162 | 0.02% | 0.02% | 1021 | +53 | 10.91% | Q1 2026 | May 11, 2026 |
| Colony Family Offices, LLC | History | No change | 503 | 152 | 0.04% | 0.04% | 1022 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Legacy Bridge, LLC | History | No change | 502 | 151 | 0.06% | 0.06% | 1023 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Colonial Trust Co / SC | History | No change | 515 | 149 | 0.02% | 0.02% | 1024 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Napier Financial, LLC | History | New | 492 | 148 | 0.03% | — | 1026 | +492 | New | Q1 2026 | May 05, 2026 |
| New Millennium Group LLC | History | No change | 491 | 148 | 0.06% | 0.06% | 1025 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 482 | 145 | 0.02% | 0.03% | 1027 | -102 | -17.47% | Q1 2026 | May 06, 2026 |
| TRUST CO OF VERMONT | History | No change | 462 | 139 | 0.01% | 0.01% | 1028 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 462 | 139 | 0.21% | 0.2% | 1029 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Crews Bank & Trust | History | No change | 458 | 138 | 0.02% | 0.02% | 1030 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 448 | 135 | 0.0% | 0.0% | 1031 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Independence Bank of Kentucky | History | No change | 447 | 135 | 0.02% | 0.02% | 1032 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sunbelt Securities, Inc. | History | No change | 443 | 133 | 0.01% | 0.01% | 1033 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cornerstone Financial Management LLC | History | Reduced | 435 | 131 | 0.12% | 0.14% | 1034 | -75 | -14.71% | Q1 2026 | May 08, 2026 |
| Miller Capital Partners, Inc. | History | No change | 432 | 130 | 0.06% | 0.07% | 1035 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 428 | 129 | 0.05% | 0.06% | 1036 | -50 | -10.46% | Q1 2026 | Apr 23, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 427 | 128 | 0.01% | 0.01% | 1037 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 411 | 124 | 0.05% | 0.06% | 1038 | -150 | -26.74% | Q1 2026 | Apr 14, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 408 | 123 | 0.04% | 0.04% | 1039 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 406 | 122 | 0.0% | 0.0% | 1040 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ORG Partners LLC | History | No change | 404 | 122 | 0.02% | 0.02% | 1041 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Register Financial Advisors LLC | History | Added to | 402 | 121 | 0.04% | 0.05% | 1042 | +5 | 1.26% | Q1 2026 | Apr 15, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 400 | 120 | 0.01% | 0.01% | 1043 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Piscataqua Savings Bank | History | No change | 400 | 120 | 0.08% | 0.08% | 1044 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| North Ridge Wealth Advisors, Inc. | History | No change | 400 | 120 | 0.07% | 0.07% | 1045 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Milestone Investment Advisors LLC | History | No change | 388 | 117 | 0.03% | 0.03% | 1046 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Opal Wealth Advisors, LLC | History | New | 386 | 116 | 0.03% | — | 1049 | +386 | New | Q1 2026 | Apr 14, 2026 |
| NBT BANK N A /NY | History | Added to | 387 | 116 | 0.01% | 0.01% | 1047 | +40 | 11.53% | Q1 2026 | Apr 28, 2026 |
| Millstone Evans Group, LLC | History | No change | 385 | 116 | 0.07% | 0.07% | 1048 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 383 | 115 | 0.0% | 0.0% | 1050 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Orion Capital Management LLC | History | No change | 379 | 114 | 0.04% | 0.04% | 1051 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 375 | 113 | 0.01% | 0.01% | 1052 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 371 | 112 | 0.04% | 0.04% | 1053 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Leo H. Evart, Inc. | History | New | 368 | 111 | 0.09% | — | 1055 | +368 | New | Q1 2026 | May 13, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 369 | 111 | 0.02% | 0.02% | 1054 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PlanVest Financial, Inc | History | New | 367 | 110 | 0.08% | — | 1057 | +367 | New | Q1 2026 | May 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 367 | 110 | 0.05% | 0.05% | 1056 | +10 | 2.8% | Q1 2026 | May 07, 2026 |
| JNBA Financial Advisors | History | Reduced | 362 | 109 | 0.01% | 0.01% | 1058 | -13 | -3.47% | Q1 2026 | Apr 22, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 358 | 108 | 0.01% | 0.01% | 1059 | -3 | -0.83% | Q1 2026 | Apr 17, 2026 |
| Dunhill Financial, LLC | History | Added to | 352 | 106 | 0.02% | 0.02% | 1060 | +19 | 5.71% | Q1 2026 | May 06, 2026 |
| GODSEY & GIBB, INC | History | No change | 345 | 104 | 0.01% | 0.01% | 1061 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Ancora Advisors LLC | History | No change | 342 | 103 | 0.0% | 0.0% | 1062 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 326 | 98 | 0.03% | — | 1063 | +326 | New | Q1 2026 | May 13, 2026 |
| ATWOOD & PALMER INC | History | Added to | 322 | 97 | 0.01% | 0.0% | 1064 | +308 | 2200.0% | Q1 2026 | Apr 15, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 319 | 96 | 0.04% | 0.04% | 1065 | -47 | -12.84% | Q1 2026 | Apr 17, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 317 | 95 | 0.0% | 0.0% | 1066 | +228 | 256.18% | Q1 2026 | May 14, 2026 |
| ALERUS FINANCIAL NA | History | No change | 311 | 94 | 0.0% | 0.0% | 1067 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Seal Cove Capital, LLC | History | No change | 308 | 93 | 0.08% | 0.09% | 1068 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 304 | 91 | 0.03% | 0.03% | 1069 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Solstein Capital, LLC | History | New | 300 | 90 | 0.04% | — | 1072 | +300 | New | Q1 2026 | May 14, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 298 | 90 | 0.01% | 0.02% | 1070 | -218 | -42.25% | Q1 2026 | May 06, 2026 |
| Truvestments Capital LLC | History | Added to | 301 | 90 | 0.02% | 0.02% | 1071 | +1 | 0.33% | Q1 2026 | May 13, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 283 | 85 | 0.06% | 0.06% | 1073 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 275 | 83 | 0.0% | — | 1074 | +275 | New | Q1 2026 | Apr 14, 2026 |
| Hanson & Doremus Investment Management | History | No change | 270 | 82 | 0.01% | 0.01% | 1075 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 261 | 78 | 0.01% | 0.01% | 1076 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HORIZON BANCORP INC /IN/ | History | Reduced | 254 | 77 | 0.04% | 0.05% | 1077 | -59 | -18.85% | Q1 2026 | Apr 22, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 258 | 77 | 0.07% | 0.07% | 1078 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Addison Advisors LLC | History | No change | 255 | 77 | 0.02% | 0.02% | 1079 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| West Financial Advisors, LLC | History | No change | 254 | 76 | 0.01% | 0.01% | 1080 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Wagner Wealth Management, LLC | History | No change | 251 | 75 | 0.02% | 0.02% | 1081 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| IAG Wealth Partners, LLC | History | No change | 247 | 74 | 0.01% | 0.01% | 1082 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 232 | 71 | 0.0% | 0.0% | 1083 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 233 | 70 | 0.0% | 0.0% | 1084 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 230 | 69 | 0.0% | 0.0% | 1085 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Valued Wealth Advisors LLC | History | No change | 225 | 68 | 0.03% | 0.03% | 1086 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 216 | 65 | 0.0% | 0.0% | 1088 | -14 | -6.09% | Q1 2026 | May 01, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 217 | 65 | 0.0% | 0.0% | 1087 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Fairman Group, LLC | History | No change | 218 | 65 | 0.06% | 0.05% | 1089 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 214 | 64 | 0.0% | 0.01% | 1091 | -135 | -38.68% | Q1 2026 | Apr 16, 2026 |
| NBC SECURITIES, INC. | History | Added to | 214 | 64 | 0.0% | 0.0% | 1090 | +35 | 19.55% | Q1 2026 | Apr 14, 2026 |
| Mechanics Financial Corp | History | No change | 215 | 64 | 0.03% | 0.02% | 1092 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Signature Equity Partners, LLC | History | Added to | 211 | 63 | 0.03% | 0.03% | 1094 | +17 | 8.76% | Q1 2026 | May 13, 2026 |
| City State Bank | History | No change | 210 | 63 | 0.02% | 0.02% | 1093 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 205 | 61 | 0.03% | 0.02% | 1095 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 200 | 60 | 0.02% | — | 1097 | +200 | New | Q1 2026 | Apr 13, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 200 | 60 | 0.03% | 0.03% | 1096 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wells Financial Advisors INC | History | Reduced | 198 | 59 | 0.27% | 0.42% | 1098 | -533 | -72.91% | Q1 2026 | May 07, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 193 | 58 | 0.0% | 0.01% | 1099 | -618 | -76.2% | Q1 2026 | May 11, 2026 |
| Abound Wealth Management | History | Reduced | 192 | 58 | 0.01% | 0.02% | 1100 | -39 | -16.88% | Q1 2026 | Apr 10, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 183 | 55 | 0.02% | 0.02% | 1101 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SouthState Bank Corp | History | No change | 182 | 55 | 0.0% | 0.0% | 1102 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bangor Savings Bank | History | No change | 182 | 55 | 0.0% | 0.0% | 1103 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| TD Waterhouse Canada Inc. | History | New | 180 | 54 | 0.0% | — | 1104 | +180 | New | Q1 2026 | May 12, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 177 | 53 | 0.03% | 0.02% | 1107 | +25 | 16.45% | Q1 2026 | May 12, 2026 |
| EPG Wealth Management LLC | History | No change | 176 | 53 | 0.01% | 0.01% | 1105 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Breakwater Investment Management | History | No change | 176 | 53 | 0.02% | 0.02% | 1106 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Minot DeBlois Advisors LLC | History | Added to | 174 | 52 | 0.05% | 0.0% | 1108 | +169 | 3380.0% | Q1 2026 | May 08, 2026 |
| McIlrath & Eck, LLC | History | No change | 173 | 52 | 0.0% | 0.0% | 1109 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| VESTOR CAPITAL, LLC | History | Reduced | 165 | 50 | 0.0% | 0.0% | 1110 | -139 | -45.72% | Q1 2026 | May 21, 2026 |
| True Link Financial Advisors, LLC | History | New | 162 | 48 | 0.0% | — | 1112 | +162 | New | Q1 2026 | Apr 29, 2026 |
| Legend Capital Advisors LLC | History | New | 159 | 48 | 0.03% | — | 1113 | +159 | New | Q1 2026 | May 15, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 161 | 48 | 0.01% | 0.01% | 1111 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 156 | 47 | 0.0% | 0.0% | 1114 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Operose Advisors LLC | History | No change | 151 | 45 | 0.01% | 0.01% | 1115 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GAMMA Investing LLC | History | Reduced | 148 | 44 | 0.0% | 0.0% | 1117 | -93 | -38.59% | Q1 2026 | Apr 06, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 146 | 44 | 0.02% | 0.02% | 1116 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wealth Science Advisors LLC | History | New | 141 | 42 | 0.02% | — | 1119 | +141 | New | Q1 2026 | Apr 08, 2026 |
| MOTCO | History | New | 140 | 42 | 0.0% | — | 1118 | +140 | New | Q1 2026 | Apr 22, 2026 |
| Midway Capital Research & Management | History | New | 138 | 41 | 0.04% | — | 1121 | +138 | New | Q1 2026 | Apr 13, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 136 | 41 | 0.0% | 0.0% | 1120 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 134 | 40 | 0.0% | — | 1122 | +134 | New | Q1 2026 | May 15, 2026 |
| Sherman Asset Management, Inc. | History | No change | 130 | 39 | 0.04% | 0.03% | 1123 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 130 | 39 | 0.01% | 0.01% | 1124 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 127 | 38 | 0.0% | 0.0% | 1125 | +7 | 5.83% | Q1 2026 | May 12, 2026 |
| Grove Bank & Trust | History | No change | 126 | 38 | 0.0% | 0.0% | 1126 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Archer Investment Corp | History | No change | 127 | 38 | 0.01% | 0.01% | 1127 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| EASTERN BANK | History | Reduced | 123 | 37 | 0.0% | 0.0% | 1128 | -77 | -38.5% | Q1 2026 | Apr 07, 2026 |
| Cardinal Strategic Wealth Guidance | History | No change | 119 | 35 | 0.01% | 0.01% | 1129 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Bollard Group LLC | History | New | 112 | 34 | 0.0% | — | 1130 | +112 | New | Q1 2026 | May 14, 2026 |
| Park Place Capital Corp | History | No change | 111 | 33 | 0.01% | 0.01% | 1131 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 106 | 32 | 0.01% | 0.01% | 1132 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| JDM Financial Group LLC | History | No change | 108 | 32 | 0.01% | 0.01% | 1133 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 104 | 31 | 0.02% | 0.02% | 1134 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MCF Advisors LLC | History | Added to | 101 | 30 | 0.0% | 0.0% | 1135 | +67 | 197.06% | Q1 2026 | May 11, 2026 |
| Davis Capital Management | History | No change | 96 | 29 | 0.02% | 0.02% | 1136 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Global Wealth Strategies & Associates | History | No change | 97 | 29 | 0.01% | 0.01% | 1137 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 99 | 29 | 0.0% | 0.0% | 1138 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 95 | 28 | 0.01% | — | 1140 | +95 | New | Q1 2026 | May 06, 2026 |
| IMG Wealth Management, Inc. | History | No change | 95 | 28 | 0.02% | 0.02% | 1139 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 91 | 27 | 0.01% | 0.01% | 1141 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 89 | 26 | 0.0% | 0.0% | 1142 | -153 | -63.22% | Q1 2026 | May 07, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 88 | 26 | 0.01% | 0.01% | 1143 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WEBSTER BANK, N. A. | History | No change | 85 | 25 | 0.0% | 0.0% | 1144 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 80 | 24 | 0.01% | 0.01% | 1145 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Nemes Rush Group LLC | History | No change | 81 | 24 | 0.0% | 0.0% | 1146 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 73 | 22 | 0.0% | 0.0% | 1147 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| COUNTRY TRUST BANK | History | No change | 76 | 22 | 0.0% | 0.0% | 1148 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Caitlin John, LLC | History | No change | 76 | 22 | 0.01% | 0.01% | 1149 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 74 | 22 | 0.01% | 0.01% | 1150 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Horizon Investments, LLC | History | New | 70 | 21 | 0.0% | — | 1154 | +70 | New | Q1 2026 | May 14, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 70 | 21 | 0.0% | 0.0% | 1151 | -69 | -49.64% | Q1 2026 | Apr 09, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 70 | 21 | 0.01% | 0.0% | 1152 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Providence Capital Advisors, LLC | History | No change | 72 | 21 | 0.0% | 0.0% | 1153 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pandora Wealth, Inc. | History | No change | 67 | 20 | 0.01% | 0.01% | 1155 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 66 | 19 | 0.0% | 0.0% | 1156 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 60 | 18 | 0.0% | 0.0% | 1157 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Heritage Wealth Advisors | History | No change | 60 | 18 | 0.0% | 0.0% | 1158 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 62 | 18 | 0.02% | 0.02% | 1159 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CURIO WEALTH, LLC | History | No change | 62 | 18 | 0.01% | 0.01% | 1160 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 62 | 18 | 0.01% | 0.01% | 1161 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 58 | 17 | 0.01% | 0.01% | 1162 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TopTier Wealth Management, LLC | History | New | 54 | 16 | 0.01% | — | 1164 | +54 | New | Q1 2026 | May 05, 2026 |
| Missouri Trust & Investment Co | History | No change | 54 | 16 | 0.0% | 0.0% | 1163 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IFG Advisory, LLC | History | Reduced | 50 | 15 | 0.04% | 0.03% | 1165 | -1,963 | -97.52% | Q1 2026 | May 12, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 50 | 15 | 0.01% | 0.01% | 1166 | -5 | -9.09% | Q1 2026 | May 05, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 47 | 14 | 0.0% | 0.0% | 1167 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 49 | 14 | 0.01% | 0.01% | 1168 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 48 | 14 | 0.0% | 0.0% | 1169 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SHP Wealth Management | History | No change | 47 | 14 | 0.0% | 0.0% | 1170 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 46 | 13 | 0.01% | 0.01% | 1174 | +1 | 2.22% | Q1 2026 | May 01, 2026 |
| Anfield Capital Management, LLC | History | No change | 46 | 13 | 0.0% | 0.0% | 1171 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Costello Asset Management, INC | History | No change | 46 | 13 | 0.0% | 0.0% | 1172 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 45 | 13 | 0.0% | 0.0% | 1173 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| JPL Wealth Management, LLC | History | New | 43 | 12 | 0.0% | — | 1181 | +43 | New | Q1 2026 | May 08, 2026 |
| Aberdeen Wealth Management LLC | History | New | 40 | 12 | 0.01% | — | 1180 | +40 | New | Q1 2026 | May 15, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 40 | 12 | 0.0% | 0.0% | 1175 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 40 | 12 | 0.0% | 0.0% | 1176 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 40 | 12 | 0.0% | 0.0% | 1177 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 41 | 12 | 0.0% | 0.0% | 1178 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Reflection Asset Management | History | No change | 39 | 12 | 0.01% | 0.01% | 1179 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| Main Street Group, LTD | History | New | 39 | 11 | 0.0% | — | 1184 | +39 | New | Q1 2026 | May 06, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 37 | 11 | 0.01% | 0.01% | 1182 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 38 | 11 | 0.0% | 0.0% | 1183 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 35 | 10 | 0.0% | 0.01% | 1187 | -110 | -75.86% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | Added to | 36 | 10 | 0.0% | 0.0% | 1185 | +1 | 2.86% | Q1 2026 | May 13, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 36 | 10 | 0.0% | 0.0% | 1186 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bell Investment Advisors, Inc | History | New | 32 | 9 | 0.0% | — | 1191 | +32 | New | Q1 2026 | Apr 17, 2026 |
| Financial Life Planners | History | New | 32 | 9 | 0.01% | — | 1192 | +32 | New | Q1 2026 | Apr 24, 2026 |
| Balentine LLC | History | New | 30 | 9 | 0.0% | — | 1190 | +30 | New | Q1 2026 | Apr 24, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 30 | 9 | 0.0% | 0.0% | 1188 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 31 | 9 | 0.01% | 0.01% | 1189 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 27 | 8 | 0.0% | 0.0% | 1193 | +7 | 35.0% | Q1 2026 | Apr 14, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 25 | 7 | 0.0% | 0.0% | 1197 | +3 | 13.64% | Q1 2026 | May 11, 2026 |
| ST GERMAIN D J CO INC | History | No change | 24 | 7 | 0.0% | 0.0% | 1194 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 24 | 7 | 0.01% | 0.01% | 1195 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 25 | 7 | 0.0% | 0.0% | 1196 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 24 | 7 | 0.01% | 0.01% | 1198 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Aventura Private Wealth, LLC | History | No change | 25 | 7 | 0.0% | 0.0% | 1199 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 22 | 6 | 0.0% | 0.01% | 1200 | -85 | -79.44% | Q1 2026 | May 01, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 22 | 6 | 0.0% | — | 1203 | +22 | New | Q1 2026 | May 15, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 20 | 6 | 0.0% | 0.0% | 1201 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 20 | 6 | 0.0% | 0.0% | 1202 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Vision Retirement, LLC | History | New | 19 | 5 | 0.0% | — | 1206 | +19 | New | Q1 2026 | May 07, 2026 |
| Winch Advisory Services, LLC | History | No change | 18 | 5 | 0.0% | 0.0% | 1204 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 19 | 5 | 0.09% | 0.09% | 1205 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 14 | 4 | 0.0% | 0.01% | 1209 | -81 | -85.26% | Q1 2026 | Apr 08, 2026 |
| Lodestone Wealth Management LLC | History | No change | 16 | 4 | 0.0% | 0.0% | 1207 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 14 | 4 | 0.0% | 0.0% | 1208 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 11 | 3 | 0.0% | — | 1219 | +11 | New | Q1 2026 | May 14, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | New | 10 | 3 | 0.0% | — | 1217 | +10 | New | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 10 | 3 | 0.0% | — | 1218 | +10 | New | Q1 2026 | May 15, 2026 |
| United Financial Planning Group LLC | History | Reduced | 12 | 3 | 0.0% | 0.0% | 1216 | -9 | -42.86% | Q1 2026 | May 08, 2026 |
| Security National Bank | History | No change | 13 | 3 | 0.0% | 0.0% | 1210 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CVA Family Office, LLC | History | No change | 10 | 3 | 0.0% | 0.0% | 1211 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Fortis Group Advisors, LLC | History | No change | 13 | 3 | 0.0% | 0.0% | 1212 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 12 | 3 | 0.0% | 0.0% | 1213 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DecisionPoint Financial, LLC | History | No change | 10 | 3 | 0.0% | 0.0% | 1214 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 11 | 3 | 0.0% | 0.0% | 1215 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 9 | 2 | 0.0% | — | 1225 | +9 | New | Q1 2026 | Apr 24, 2026 |
| MidFirst Bank | History | Reduced | 8 | 2 | 0.0% | 0.0% | 1224 | -1 | -11.11% | Q1 2026 | May 15, 2026 |
| Friedenthal Financial | History | No change | 7 | 2 | 0.0% | 0.0% | 1220 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MTM Investment Management, LLC | History | No change | 7 | 2 | 0.0% | 0.0% | 1221 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| one8zero8, LLC | History | No change | 8 | 2 | 0.0% | 0.0% | 1222 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Kentucky Trust Co | History | No change | 8 | 2 | 0.0% | 0.0% | 1223 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Rosenberg Matthew Hamilton | History | New | 4 | 1 | 0.0% | — | 1232 | +4 | New | Q1 2026 | Apr 06, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 6 | 1 | 0.0% | 0.0% | 1229 | -1 | -14.29% | Q1 2026 | May 01, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 5 | 1 | 0.0% | 0.0% | 1226 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Integrity Financial Corp /WA | History | No change | 4 | 1 | 0.0% | 0.0% | 1227 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Coston, McIsaac & Partners | History | No change | 4 | 1 | 0.0% | 0.0% | 1228 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 1230 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CDKV HOLDINGS LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 1231 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -10,176 | -100.0% | Q1 2026 | Apr 23, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,545 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,615 | -100.0% | Q1 2026 | May 20, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,710 | -100.0% | Q1 2026 | May 01, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -2,158 | -100.0% | Q1 2026 | May 12, 2026 |
| NCP Inc. | History | Closed out | 0 | 0 | — | 0.51% | — | -2,093 | -100.0% | Q1 2026 | May 08, 2026 |
| FSA Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.42% | — | -2,000 | -100.0% | Q1 2026 | May 06, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,909 | -100.0% | Q1 2026 | May 15, 2026 |
| SFG Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.22% | — | -1,841 | -100.0% | Q1 2026 | Apr 22, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | Closed out | 0 | 0 | — | 0.3% | — | -1,820 | -100.0% | Q1 2026 | May 07, 2026 |
| Livet Wealth, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -1,623 | -100.0% | Q1 2026 | Apr 24, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -1,308 | -100.0% | Q1 2026 | May 04, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.04% | — | -1,303 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Quantum Portfolio Management LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -1,178 | -100.0% | Q1 2026 | May 01, 2026 |
| GREENLEAF TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -1,130 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Legacy Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,129 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,127 | -100.0% | Q1 2026 | May 05, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,105 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Verity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -1,007 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Accurate Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -963 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -949 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Refined Wealth Management | History | Closed out | 0 | 0 | — | 0.19% | — | -942 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Strategic Equity Management | History | Closed out | 0 | 0 | — | 0.1% | — | -934 | -100.0% | Q1 2026 | Apr 21, 2026 |
| WATERS PARKERSON & CO., LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -899 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Sage Financial Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -877 | -100.0% | Q1 2026 | Apr 21, 2026 |
| MONEYWISE, INC. | History | Closed out | 0 | 0 | — | 0.11% | — | -842 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Austin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -826 | -100.0% | Q1 2026 | Apr 14, 2026 |
| PW ADVISORS, LLC \ FL | History | Closed out | 0 | 0 | — | 0.2% | — | -826 | -100.0% | Q1 2026 | Apr 24, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -825 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Granite Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -823 | -100.0% | Q1 2026 | Apr 30, 2026 |
| RiverFront Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -791 | -100.0% | Q1 2026 | May 11, 2026 |
| TritonPoint Partners, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -769 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Dougherty & Associates, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -765 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Archer Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -748 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Index Technologies Group LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -716 | -100.0% | Q1 2026 | Apr 29, 2026 |
| SeaCrest Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -707 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Madison Wealth Partners, Inc | History | Closed out | 0 | 0 | — | 0.04% | — | -686 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Gilman Hill Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -684 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Alaska Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -684 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Midwest Financial Group LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -683 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Dupree Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -682 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -668 | -100.0% | Q1 2026 | May 01, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -667 | -100.0% | Q1 2026 | May 13, 2026 |
| Winter & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.19% | — | -666 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Gradient Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -663 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Rollins Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -663 | -100.0% | Q1 2026 | May 05, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.02% | — | -528 | -100.0% | Q1 2026 | May 01, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -489 | -100.0% | Q1 2026 | May 15, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -321 | -100.0% | Q1 2026 | May 07, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -315 | -100.0% | Q1 2026 | May 06, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -299 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -239 | -100.0% | Q1 2026 | May 15, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -202 | -100.0% | Q1 2026 | May 04, 2026 |
| Eagle Bay Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -156 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | May 11, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q1 2026 | May 12, 2026 |
| Prestige Wealth Management Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q1 2026 | May 13, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q1 2026 | May 04, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 15, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q1 2026 | May 12, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q1 2026 | May 08, 2026 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | Apr 24, 2026 |
| American Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Fairway Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q1 2026 | Apr 23, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q1 2026 | Apr 16, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 13, 2026 |
| Clark Wealth Partners | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 11, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Spurstone Advisory Services, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | Apr 28, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 21, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Walsh & Associates, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |