VANGUARD INDEX FUNDS - VBR
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 | 13,400,994 | 2,911,365 | 0.21% | 0.25% | 1 | -2,598,354 | -16.24% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 4,079,001 | 886,163 | 1.81% | 1.89% | 2 | -300,432 | -6.86% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 3,816,657 | 829,169 | 0.05% | 0.05% | 3 | +43,823 | 1.16% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Reduced | 2,917,128 | 633,746 | 1.2% | 1.22% | 4 | -102,538 | -3.4% | Q1 2026 | May 14, 2026 |
| ASPIRIANT, LLC | History | Added to | 1,739,529 | 377,912 | 10.76% | 9.86% | 5 | +118,821 | 7.33% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,690,012 | 367,155 | 0.07% | 0.07% | 6 | -20,374 | -1.19% | Q1 2026 | Jul 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,613,157 | 350,458 | 0.09% | 0.08% | 7 | +265,870 | 19.73% | Q1 2026 | May 04, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 1,486,561 | 322,962 | 0.3% | 0.31% | 8 | -6,236 | -0.42% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 1,481,210 | 321,792 | 0.09% | 0.08% | 9 | +42,495 | 2.95% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 1,476,405 | 320,748 | 0.05% | 0.05% | 10 | +85,254 | 6.13% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,289,920 | 280,210 | 0.49% | 0.5% | 11 | +53,907 | 4.36% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 1,164,853 | 253,064 | 0.27% | 0.26% | 12 | +31,607 | 2.79% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,023,425 | 222,339 | 0.07% | 0.07% | 13 | -31,127 | -2.95% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 984,444 | 209,882 | 0.1% | 0.11% | 14 | +138,935 | 16.43% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 846,309 | 183,860 | 0.11% | 0.1% | 15 | +21,114 | 2.56% | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Reduced | 829,355 | 180,176 | 0.2% | 0.21% | 16 | -20,179 | -2.38% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Added to | 822,036 | 178,584 | 2.19% | 2.18% | 17 | +21,991 | 2.75% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Reduced | 817,672 | 177,639 | 0.72% | 0.71% | 18 | -5,272 | -0.64% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 809,258 | 175,975 | 0.26% | 0.19% | 19 | +200,249 | 32.88% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 770,962 | 167,496 | 0.18% | 0.19% | 20 | -40,973 | -5.05% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 752,625 | 159,775 | 0.01% | 0.01% | 21 | +4,280 | 0.57% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 675,388 | 146,821 | 0.03% | 0.03% | 22 | -37,916 | -5.32% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 652,542 | 141,764 | 0.55% | — | 23 | +652,542 | New | Q1 2026 | May 12, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 629,499 | 136,758 | 1.36% | 1.38% | 24 | -5,483 | -0.86% | Q1 2026 | Apr 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 563,135 | 122,341 | 0.17% | 0.17% | 25 | -22,779 | -3.89% | Q1 2026 | Apr 27, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 522,808 | 113,579 | 1.24% | 1.15% | 26 | +26,084 | 5.25% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 517,535 | 112,434 | 0.88% | — | 27 | +517,535 | New | Q1 2026 | Apr 07, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 495,314 | 107,606 | 0.81% | 0.75% | 28 | +26,614 | 5.68% | Q1 2026 | May 12, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 488,482 | 106,122 | 2.18% | 2.09% | 29 | +5,249 | 1.09% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 482,517 | 104,828 | 0.02% | 0.02% | 30 | -3,628 | -0.75% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 473,557 | 102,821 | 0.12% | 0.12% | 31 | +2,274 | 0.48% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 464,272 | 100,863 | 0.18% | 0.18% | 32 | -10,560 | -2.22% | Q1 2026 | May 14, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Added to | 462,819 | 100,547 | 6.41% | 5.39% | 33 | +81,618 | 21.41% | Q1 2026 | Apr 08, 2026 |
| Efficient Advisors, LLC | History | Reduced | 397,932 | 86,450 | 6.14% | 7.02% | 34 | -170,053 | -29.94% | Q1 2026 | Apr 29, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 392,210 | 85,207 | 2.35% | 2.31% | 35 | +4,125 | 1.06% | Q1 2026 | May 07, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 393,959 | 83,436 | 6.72% | 6.72% | 36 | +244 | 0.06% | Q1 2026 | Apr 15, 2026 |
| Retirement Systems of Alabama | History | No change | 382,480 | 83,093 | 0.28% | 0.26% | 37 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 379,793 | 82,510 | 0.05% | 0.05% | 38 | +13,013 | 3.55% | Q1 2026 | May 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 374,081 | 81,269 | 0.03% | 0.03% | 39 | +24,578 | 7.03% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 371,224 | 80,653 | 0.07% | 0.07% | 40 | +13,571 | 3.79% | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 339,227 | 73,697 | 0.88% | 0.85% | 41 | -8,142 | -2.34% | Q1 2026 | May 06, 2026 |
| Corient Private Wealth LLC | History | Reduced | 339,841 | 73,484 | 0.11% | 0.1% | 42 | -2,755 | -0.8% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 324,522 | 70,933 | 0.14% | 0.14% | 43 | -130,560 | -28.69% | Q1 2026 | Apr 08, 2026 |
| Mokosak Advisory Group, LLC | History | Added to | 324,494 | 70,508 | 17.65% | 17.19% | 44 | +1,076 | 0.33% | Q1 2026 | Apr 28, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 317,351 | 68,944 | 7.02% | 6.84% | 45 | -1,717 | -0.54% | Q1 2026 | May 04, 2026 |
| Cresset Asset Management, LLC | History | Added to | 317,127 | 68,895 | 0.3% | 0.27% | 46 | +9,058 | 2.94% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 315,100 | 68,455 | 0.05% | 0.05% | 47 | +3,051 | 0.98% | Q1 2026 | May 12, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 297,406 | 64,611 | 0.06% | 0.05% | 48 | -4,160 | -1.38% | Q1 2026 | May 14, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 296,360 | 64,384 | 2.04% | 2.04% | 49 | +1,076 | 0.36% | Q1 2026 | May 15, 2026 |
| Financial Advisory Corp | History | Reduced | 284,691 | 61,849 | 8.59% | 8.77% | 50 | -45 | -0.02% | Q1 2026 | Apr 10, 2026 |
| Mason Investment Advisory Services, Inc. | History | Reduced | 283,035 | 61,489 | 2.84% | 2.87% | 51 | -2,159 | -0.76% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Reduced | 278,034 | 60,402 | 0.29% | 0.34% | 52 | -3,674 | -1.3% | Q1 2026 | May 04, 2026 |
| STEPHENS INC /AR/ | History | Added to | 273,733 | 59,468 | 0.74% | 0.71% | 53 | +5,889 | 2.2% | Q1 2026 | Apr 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 271,341 | 58,927 | 0.36% | 0.39% | 54 | -37,111 | -12.03% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 267,392 | 58,103 | 0.08% | 0.08% | 55 | +1,206 | 0.45% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 263,924 | 57,337 | 0.01% | 0.01% | 56 | -52,746 | -16.66% | Q1 2026 | May 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 255,432 | 55,492 | 1.72% | 1.76% | 57 | -8,035 | -3.05% | Q1 2026 | Apr 27, 2026 |
| BAILARD, INC. | History | Added to | 253,684 | 55,112 | 1.27% | 1.17% | 58 | +4,453 | 1.79% | Q1 2026 | May 11, 2026 |
| WIT, LLC | History | No change | 250,167 | 54,348 | 1.03% | 1.06% | 59 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 248,140 | 53,908 | 0.07% | 0.06% | 60 | +20,923 | 9.21% | Q1 2026 | Apr 27, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 237,827 | 51,668 | 0.91% | 0.85% | 61 | -2,020 | -0.84% | Q1 2026 | May 11, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 237,724 | 51,645 | 5.44% | 3.43% | 62 | +150,327 | 172.0% | Q1 2026 | Apr 17, 2026 |
| Zhang Financial LLC | History | Reduced | 226,556 | 49,219 | 1.7% | 1.79% | 63 | -314 | -0.14% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 223,342 | 48,520 | 0.09% | 0.06% | 64 | +138,931 | 164.59% | Q1 2026 | May 01, 2026 |
| Summit Financial, LLC | History | Added to | 215,831 | 46,889 | 0.6% | 0.61% | 65 | +19,510 | 9.94% | Q1 2026 | May 15, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 212,551 | 46,176 | 6.22% | 6.08% | 66 | -2,999 | -1.39% | Q1 2026 | Apr 07, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 205,310 | 44,603 | 0.35% | 0.33% | 67 | +7,311 | 3.69% | Q1 2026 | May 01, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 198,088 | 43,034 | 9.73% | 10.65% | 68 | +5,320 | 2.76% | Q1 2026 | Apr 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 193,564 | 42,051 | 0.16% | 0.15% | 69 | +15,929 | 8.97% | Q1 2026 | Apr 30, 2026 |
| Foster Group, Inc. | History | Added to | 186,794 | 40,581 | 1.21% | 1.19% | 70 | +391 | 0.21% | Q1 2026 | Apr 13, 2026 |
| Comprehensive Financial Management LLC | History | No change | 184,376 | 40,055 | 1.33% | 1.18% | 71 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 184,349 | 40,049 | 0.11% | 0.1% | 72 | +10,401 | 5.98% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 180,680 | 39,252 | 0.06% | 0.05% | 73 | +18,245 | 11.23% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 179,371 | 38,968 | 0.21% | 0.23% | 74 | +21,458 | 13.59% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 176,107 | 38,277 | 0.05% | 0.04% | 75 | +20,621 | 13.26% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 175,837 | 38,201 | 0.1% | 0.09% | 76 | +10,114 | 6.1% | Q1 2026 | Apr 30, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 174,938 | 38,005 | 3.82% | 3.82% | 77 | -5,235 | -2.91% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 173,964 | 37,793 | 0.1% | 0.1% | 78 | -28,299 | -13.99% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 169,301 | 36,780 | 0.2% | 0.19% | 79 | +928 | 0.55% | Q1 2026 | May 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 160,387 | 34,844 | 0.05% | 0.05% | 80 | +334 | 0.21% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 159,980 | 34,755 | 0.0% | 0.0% | 81 | +15,995 | 11.11% | Q1 2026 | May 15, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 157,323 | 34,178 | 7.54% | 6.92% | 82 | +10,069 | 6.84% | Q1 2026 | Apr 03, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 157,252 | 34,163 | 1.33% | 1.36% | 83 | -5,122 | -3.15% | Q1 2026 | Apr 10, 2026 |
| Pathstone Holdings, LLC | History | Added to | 157,156 | 34,142 | 0.14% | 0.12% | 84 | +9,731 | 6.6% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 153,935 | 33,442 | 0.12% | 0.11% | 85 | +6,299 | 4.27% | Q1 2026 | Jun 02, 2026 |
| Asset Management Group, Inc. | History | Added to | 152,663 | 33,165 | 5.36% | 5.14% | 86 | +2,745 | 1.83% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 151,976 | 33,016 | 0.05% | 0.05% | 87 | +7,994 | 5.55% | Q1 2026 | May 14, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 150,977 | 32,799 | 1.86% | 1.6% | 88 | +12,726 | 9.2% | Q1 2026 | Apr 21, 2026 |
| Marotta Asset Management | History | Added to | 147,767 | 32,233 | 5.94% | 5.64% | 89 | +3,871 | 2.69% | Q1 2026 | Apr 27, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 151,784 | 32,157 | 0.21% | 0.28% | 90 | -41,343 | -21.41% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 142,620 | 30,984 | 0.0% | 0.01% | 91 | -103,868 | -42.14% | Q1 2026 | May 15, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 134,671 | 30,739 | 2.76% | 2.85% | 92 | -3,149 | -2.28% | Q1 2026 | Apr 20, 2026 |
| Merit Financial Group, LLC | History | Reduced | 141,395 | 30,718 | 0.23% | 0.24% | 93 | -2,494 | -1.73% | Q1 2026 | Apr 15, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 137,682 | 29,911 | 13.18% | 12.53% | 94 | -3,817 | -2.7% | Q1 2026 | Apr 22, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | Added to | 136,500 | 29,654 | 6.16% | 5.94% | 95 | +796 | 0.59% | Q1 2026 | May 11, 2026 |
| McAdam, LLC | History | Reduced | 133,535 | 29,010 | 1.31% | 1.3% | 96 | -315 | -0.24% | Q1 2026 | May 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 131,877 | 28,650 | 0.29% | 0.35% | 97 | -1,742 | -1.3% | Q1 2026 | May 13, 2026 |
| Wealth Architects, LLC | History | Reduced | 131,722 | 28,616 | 2.55% | 2.54% | 98 | -1,214 | -0.91% | Q1 2026 | May 15, 2026 |
| 25 LLC | History | Reduced | 131,383 | 28,542 | 8.8% | 8.92% | 99 | -1,326 | -1.0% | Q1 2026 | Apr 20, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 130,776 | 28,411 | 1.84% | 1.83% | 100 | -5,992 | -4.38% | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 133,866 | 28,351 | 0.11% | 0.11% | 101 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 128,493 | 27,915 | 0.48% | 0.49% | 102 | -2,461 | -1.88% | Q1 2026 | May 04, 2026 |
| BHK Investment Advisors, LLC | History | Reduced | 125,316 | 27,224 | 9.1% | 9.15% | 103 | -6,194 | -4.71% | Q1 2026 | Apr 29, 2026 |
| Brickley Wealth Management | History | Added to | 124,827 | 27,118 | 4.65% | 4.45% | 104 | +285 | 0.23% | Q1 2026 | May 04, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 123,784 | 26,892 | 5.19% | 5.32% | 105 | +1,012 | 0.82% | Q1 2026 | Apr 21, 2026 |
| World Investment Advisors | History | Reduced | 123,221 | 26,769 | 0.43% | 0.43% | 106 | -2,058 | -1.64% | Q1 2026 | Apr 27, 2026 |
| Shakespeare Wealth Management, LLC | History | Added to | 114,711 | 24,920 | 5.9% | 5.31% | 107 | +1,340 | 1.18% | Q1 2026 | Apr 30, 2026 |
| Silver Coast Investments LLC | History | Added to | 107,975 | 23,457 | 7.49% | 7.64% | 108 | +3,295 | 3.15% | Q1 2026 | Apr 22, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 107,872 | 23,435 | 4.67% | 4.57% | 109 | +4,448 | 4.3% | Q1 2026 | Apr 09, 2026 |
| &PARTNERS | History | Added to | 105,529 | 22,924 | 0.11% | 0.1% | 110 | +13,338 | 14.47% | Q1 2026 | May 15, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 105,370 | 22,909 | 1.58% | 1.62% | 111 | +17,163 | 19.46% | Q1 2026 | May 18, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 103,337 | 22,449 | 0.18% | 0.17% | 112 | +7,551 | 7.88% | Q1 2026 | May 01, 2026 |
| Partners in Financial Planning | History | Added to | 101,889 | 22,135 | 3.67% | 3.64% | 113 | +280 | 0.28% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Reduced | 101,730 | 22,100 | 0.1% | 0.15% | 114 | -44,302 | -30.34% | Q1 2026 | Apr 24, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 101,570 | 22,066 | 3.05% | 3.42% | 115 | -17,181 | -14.47% | Q1 2026 | Apr 22, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 100,092 | 21,744 | 2.71% | 3.24% | 116 | -24,766 | -19.84% | Q1 2026 | Apr 08, 2026 |
| PDS Planning, Inc | History | Added to | 99,068 | 21,522 | 1.42% | 1.4% | 117 | +207 | 0.21% | Q1 2026 | Apr 21, 2026 |
| Performa Ltd (US), LLC | History | Added to | 98,553 | 21,410 | 4.84% | 4.71% | 118 | +10,940 | 12.49% | Q1 2026 | May 06, 2026 |
| Atria Investments, Inc | History | Reduced | 97,589 | 21,201 | 0.24% | 0.27% | 119 | -14,231 | -12.73% | Q1 2026 | May 05, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 97,571 | 21,197 | 0.3% | 0.13% | 120 | +59,464 | 156.04% | Q1 2026 | May 11, 2026 |
| Avion Wealth | History | Reduced | 94,971 | 20,632 | 4.26% | 4.25% | 121 | -691 | -0.72% | Q1 2026 | May 01, 2026 |
| TrueWealth Financial Partners | History | New | 94,707 | 20,575 | 8.2% | — | 122 | +94,707 | New | Q1 2026 | May 20, 2026 |
| Avior Wealth Management, LLC | History | Added to | 93,968 | 20,414 | 0.58% | 0.62% | 123 | +391 | 0.42% | Q1 2026 | Apr 09, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 91,277 | 19,829 | 1.0% | 0.67% | 124 | +29,443 | 47.62% | Q1 2026 | May 04, 2026 |
| E&R Wealth Management, LLC | History | Added to | 90,451 | 19,650 | 19.57% | 19.27% | 125 | +3,247 | 3.72% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Added to | 87,989 | 19,115 | 0.54% | 0.23% | 126 | +50,161 | 132.6% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 86,785 | 18,854 | 0.01% | 0.01% | 127 | +23,312 | 36.73% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 86,099 | 18,705 | 0.09% | 0.08% | 128 | +3,221 | 3.89% | Q1 2026 | May 26, 2026 |
| Brooklyn FI, LLC | History | Added to | 85,516 | 18,578 | 3.9% | 3.61% | 129 | +5,767 | 7.23% | Q1 2026 | May 11, 2026 |
| Marmo Financial Group, LLC | History | Added to | 85,317 | 18,535 | 9.18% | 8.54% | 130 | +158 | 0.19% | Q1 2026 | Apr 23, 2026 |
| Willis Investment Counsel | History | Added to | 83,829 | 18,211 | 0.99% | 0.86% | 131 | +5,037 | 6.39% | Q1 2026 | May 05, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 83,405 | 18,124 | 0.18% | 0.18% | 132 | +8,216 | 10.93% | Q1 2026 | May 12, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 82,391 | 17,899 | 4.84% | 5.28% | 133 | +5,232 | 6.78% | Q1 2026 | Apr 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 79,475 | 17,265 | 0.1% | 0.1% | 134 | +4,030 | 5.34% | Q1 2026 | May 05, 2026 |
| Robinswood Financial LLC | History | New | 79,391 | 17,247 | 5.43% | — | 135 | +79,391 | New | Q1 2026 | Jul 13, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 79,186 | 17,203 | 3.03% | 2.97% | 137 | +2,318 | 3.02% | Q1 2026 | Apr 17, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 79,186 | 17,203 | 3.1% | 3.11% | 136 | -1,290 | -1.6% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 78,603 | 17,076 | 0.1% | 0.09% | 138 | +1,095 | 1.41% | Q1 2026 | May 15, 2026 |
| HILLMAN CO | History | No change | 78,406 | 17,033 | 6.62% | 5.76% | 139 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 76,301 | 16,576 | 0.64% | 0.58% | 140 | -8,650 | -10.18% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 75,953 | 16,500 | 0.58% | 0.55% | 141 | +2,176 | 2.95% | Q1 2026 | May 06, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 75,599 | 16,423 | 2.99% | 2.98% | 142 | +257 | 0.34% | Q1 2026 | Apr 17, 2026 |
| Family CFO Inc | History | Reduced | 74,220 | 16,124 | 7.22% | 7.25% | 143 | -2,316 | -3.03% | Q1 2026 | Apr 28, 2026 |
| Black Diamond Financial, LLC | History | Added to | 74,035 | 16,084 | 1.75% | 1.61% | 144 | +1,715 | 2.37% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 73,662 | 16,003 | 0.08% | 0.09% | 145 | -1,353 | -1.8% | Q1 2026 | May 08, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 72,040 | 15,650 | 0.09% | 0.09% | 146 | -2,637 | -3.53% | Q1 2026 | Apr 30, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 71,122 | 15,451 | 2.11% | 2.12% | 147 | -237 | -0.33% | Q1 2026 | Apr 14, 2026 |
| Steele Capital Management, Inc. | History | Added to | 70,714 | 15,362 | 0.64% | 0.48% | 148 | +18,446 | 35.29% | Q1 2026 | Apr 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 70,237 | 15,259 | 0.17% | 0.19% | 149 | +4,602 | 7.01% | Q1 2026 | May 15, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 69,591 | 15,118 | 1.08% | 1.03% | 150 | +1,796 | 2.65% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 69,324 | 15,060 | 0.17% | 0.17% | 151 | -4,039 | -5.51% | Q1 2026 | May 05, 2026 |
| Traveka Wealth, LLC | History | Reduced | 68,962 | 14,981 | 5.72% | 6.22% | 152 | -3,234 | -4.48% | Q1 2026 | Apr 22, 2026 |
| Apella Capital, LLC | History | Added to | 64,028 | 14,869 | 0.22% | 0.25% | 153 | +3,344 | 5.51% | Q1 2026 | Apr 20, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 68,237 | 14,824 | 0.19% | 0.18% | 154 | -1,039 | -1.5% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Reduced | 68,053 | 14,784 | 0.21% | 0.2% | 155 | -2,707 | -3.83% | Q1 2026 | May 11, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 67,450 | 14,653 | 0.42% | 0.43% | 156 | -200 | -0.3% | Q1 2026 | May 04, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 65,567 | 14,244 | 1.75% | 1.67% | 157 | +2,985 | 4.77% | Q1 2026 | Apr 27, 2026 |
| Ancora Advisors LLC | History | Added to | 65,433 | 14,215 | 0.3% | 0.28% | 158 | +1,881 | 2.96% | Q1 2026 | May 15, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 65,393 | 14,206 | 0.61% | 0.55% | 159 | +3,435 | 5.54% | Q1 2026 | May 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 61,499 | 14,123 | 0.18% | 0.18% | 160 | -4,160 | -6.34% | Q1 2026 | May 06, 2026 |
| BancFirst Trust & Investment Management | History | Reduced | 65,814 | 13,971 | 6.17% | 5.81% | 161 | -51 | -0.08% | Q1 2026 | Apr 01, 2026 |
| Jacobsen Capital Management | History | Reduced | 64,135 | 13,933 | 4.71% | 4.58% | 162 | -2,050 | -3.1% | Q1 2026 | Apr 24, 2026 |
| HB Wealth Management, LLC | History | Reduced | 63,575 | 13,811 | 0.09% | 0.09% | 163 | -726 | -1.13% | Q1 2026 | Apr 27, 2026 |
| Payne Capital Management, LLC | History | Added to | 63,472 | 13,789 | 4.17% | 4.18% | 164 | +901 | 1.44% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | Reduced | 62,436 | 13,564 | 0.18% | 0.21% | 165 | -9,297 | -12.96% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 62,486 | 13,516 | 0.02% | — | 166 | +62,486 | New | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 62,093 | 13,489 | 0.0% | 0.0% | 167 | -221 | -0.35% | Q1 2026 | May 05, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 60,738 | 13,195 | 2.53% | 2.43% | 168 | +655 | 1.09% | Q1 2026 | May 01, 2026 |
| Compound Planning, Inc. | History | Added to | 60,558 | 13,156 | 0.4% | 0.35% | 169 | +3,540 | 6.21% | Q1 2026 | May 14, 2026 |
| Weinberger Asset Management, Inc | History | Added to | 60,270 | 13,093 | 4.91% | 4.59% | 170 | +110 | 0.18% | Q1 2026 | May 08, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Added to | 60,241 | 13,087 | 7.45% | 7.88% | 171 | +626 | 1.05% | Q1 2026 | Apr 16, 2026 |
| Coastline Trust Co | History | Reduced | 59,379 | 12,900 | 1.28% | 1.93% | 172 | -37,601 | -38.77% | Q1 2026 | Apr 03, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 57,215 | 12,893 | 2.45% | 2.4% | 173 | +110 | 0.19% | Q1 2026 | Apr 09, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 59,206 | 12,862 | 0.04% | 0.03% | 174 | +723 | 1.24% | Q1 2026 | May 08, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 59,125 | 12,844 | 1.68% | 2.79% | 175 | -47,228 | -44.41% | Q1 2026 | May 08, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 59,084 | 12,835 | 1.23% | 1.23% | 176 | -1,002 | -1.67% | Q1 2026 | May 13, 2026 |
| Pure Financial Advisors, LLC | History | No change | 58,915 | 12,799 | 0.18% | 0.2% | 177 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Eagle Strategies LLC | History | Reduced | 58,169 | 12,637 | 1.51% | 1.59% | 178 | -461 | -0.79% | Q1 2026 | Apr 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 57,450 | 12,479 | 0.19% | 0.08% | 179 | +38,860 | 209.04% | Q1 2026 | May 15, 2026 |
| Garde Capital, Inc. | History | Reduced | 57,225 | 12,432 | 0.74% | 0.72% | 180 | -268 | -0.47% | Q1 2026 | Apr 28, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 56,595 | 12,295 | 0.89% | 0.93% | 181 | -11,189 | -16.51% | Q1 2026 | Apr 16, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 56,580 | 12,292 | 3.35% | 2.75% | 182 | +10,143 | 21.84% | Q1 2026 | Apr 29, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 56,396 | 12,252 | 1.04% | 0.75% | 183 | +18,188 | 47.6% | Q1 2026 | Apr 09, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 56,142 | 12,196 | 2.58% | 2.62% | 184 | -2,463 | -4.2% | Q1 2026 | May 05, 2026 |
| Veery Capital, LLC | History | Added to | 56,113 | 12,190 | 3.74% | 3.55% | 185 | +1,530 | 2.8% | Q1 2026 | Apr 09, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 55,764 | 12,114 | 1.26% | 1.26% | 186 | -1,536 | -2.68% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 54,998 | 11,948 | 0.03% | 0.03% | 187 | +3,251 | 6.28% | Q1 2026 | Apr 22, 2026 |
| Capital Advantage, Inc. | History | Added to | 54,431 | 11,825 | 1.55% | 1.54% | 188 | +363 | 0.67% | Q1 2026 | Apr 10, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 54,253 | 11,786 | 1.12% | 1.1% | 189 | -1,875 | -3.34% | Q1 2026 | May 11, 2026 |
| Forbes Financial Planning, Inc. | History | Added to | 54,079 | 11,748 | 6.79% | 6.47% | 190 | +1,833 | 3.51% | Q1 2026 | Apr 17, 2026 |
| Wharton Business Group, LLC | History | Reduced | 53,419 | 11,605 | 0.44% | 0.44% | 191 | -669 | -1.24% | Q1 2026 | May 07, 2026 |
| Sepio Capital, LP | History | Reduced | 52,848 | 11,481 | 0.62% | 0.62% | 192 | -984 | -1.83% | Q1 2026 | May 13, 2026 |
| Fee-Only Financial Planning, L.C. | History | Reduced | 52,537 | 11,413 | 6.89% | 6.51% | 193 | -173 | -0.33% | Q1 2026 | Apr 28, 2026 |
| Firestone Capital Management | History | Added to | 52,086 | 11,315 | 2.36% | 2.29% | 194 | +1,003 | 1.96% | Q1 2026 | May 08, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 51,755 | 11,243 | 1.09% | 0.89% | 195 | +4,829 | 10.29% | Q1 2026 | May 01, 2026 |
| Lansing Street Advisors | History | Reduced | 51,451 | 11,177 | 2.81% | 2.79% | 196 | -169 | -0.33% | Q1 2026 | Apr 28, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 51,030 | 11,086 | 7.71% | 7.54% | 197 | +355 | 0.7% | Q1 2026 | Apr 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 50,804 | 11,037 | 0.12% | 0.12% | 198 | -210 | -0.41% | Q1 2026 | Apr 20, 2026 |
| One Degree Advisors Inc | History | Added to | 50,372 | 10,943 | 2.87% | 2.91% | 199 | +386 | 0.77% | Q1 2026 | May 01, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 50,212 | 10,908 | 2.18% | 1.72% | 200 | +15,469 | 44.52% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 49,253 | 10,700 | 0.02% | 0.02% | 201 | +4,806 | 10.81% | Q1 2026 | May 15, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 49,232 | 10,695 | 0.35% | 0.35% | 202 | -1,505 | -2.97% | Q1 2026 | Apr 22, 2026 |
| Balance Wealth, LLC | History | Added to | 49,060 | 10,658 | 3.31% | 3.24% | 203 | +1,320 | 2.76% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 48,927 | 10,629 | 0.0% | 0.0% | 204 | +13,227 | 37.05% | Q1 2026 | May 15, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 48,906 | 10,624 | 2.3% | — | 205 | +48,906 | New | Q1 2026 | May 13, 2026 |
| MAYPORT, LLC | History | Added to | 48,175 | 10,465 | 1.95% | 1.92% | 206 | +3,173 | 7.05% | Q1 2026 | Apr 21, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 48,075 | 10,444 | 0.84% | 0.8% | 207 | +2,275 | 4.97% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 47,794 | 10,383 | 0.67% | 0.63% | 208 | +2,055 | 4.49% | Q1 2026 | Apr 15, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 47,484 | 10,315 | 3.52% | 3.69% | 209 | -916 | -1.89% | Q1 2026 | Apr 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 47,325 | 10,281 | 0.06% | 0.05% | 210 | +1,459 | 3.18% | Q1 2026 | Apr 15, 2026 |
| AE Wealth Management LLC | History | Added to | 47,035 | 10,218 | 0.06% | 0.06% | 211 | +1,085 | 2.36% | Q1 2026 | May 13, 2026 |
| Inlight Wealth Management, LLC | History | Added to | 46,971 | 10,204 | 3.78% | 2.65% | 212 | +12,777 | 37.37% | Q1 2026 | May 04, 2026 |
| Spectrum Investment Advisors, Inc. | History | Added to | 46,818 | 10,171 | 5.05% | 4.78% | 213 | +1,779 | 3.95% | Q1 2026 | Apr 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 46,793 | 10,165 | 0.02% | 0.02% | 214 | -9 | -0.02% | Q1 2026 | May 01, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 46,757 | 10,157 | 0.66% | 0.65% | 215 | +114 | 0.24% | Q1 2026 | May 07, 2026 |
| LMCG INVESTMENTS, LLC | History | Reduced | 46,494 | 10,100 | 0.6% | 0.58% | 216 | -1,036 | -2.18% | Q1 2026 | Apr 29, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 46,421 | 10,084 | 1.67% | 1.58% | 217 | +1,875 | 4.21% | Q1 2026 | Apr 29, 2026 |
| Oath Planning, LLC | History | Added to | 46,294 | 10,057 | 8.94% | 7.88% | 218 | +8,604 | 22.83% | Q1 2026 | May 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 46,147 | 10,032 | 0.08% | 0.09% | 219 | -7,340 | -13.72% | Q1 2026 | May 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 45,874 | 9,966 | 0.17% | 0.14% | 220 | +6,807 | 17.42% | Q1 2026 | Apr 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 45,832 | 9,957 | 0.12% | 0.13% | 221 | -2,522 | -5.22% | Q1 2026 | Apr 20, 2026 |
| Advisory Alpha, LLC | History | Added to | 45,785 | 9,947 | 0.27% | 0.19% | 222 | +13,068 | 39.94% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 45,722 | 9,933 | 0.18% | 0.18% | 223 | -235 | -0.51% | Q1 2026 | Jun 02, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 45,151 | 9,809 | 0.6% | 0.38% | 224 | -696,800 | -93.91% | Q1 2026 | May 12, 2026 |
| Hegarty Advisors, LLC | History | Added to | 45,040 | 9,784 | 7.71% | 8.24% | 225 | +228 | 0.51% | Q1 2026 | Apr 30, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 44,966 | 9,768 | 0.66% | 2.3% | 226 | -115,633 | -72.0% | Q1 2026 | May 15, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 44,821 | 9,737 | 3.82% | 3.79% | 227 | +878 | 2.0% | Q1 2026 | May 14, 2026 |
| Clayton Financial Group LLC | History | Added to | 44,336 | 9,631 | 4.95% | 4.61% | 228 | +1,615 | 3.78% | Q1 2026 | Apr 13, 2026 |
| M&T BANK CORP | History | Reduced | 43,989 | 9,556 | 0.03% | 0.03% | 229 | -5,528 | -11.16% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 43,692 | 9,491 | 0.05% | 0.05% | 230 | -2,363 | -5.13% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 44,528 | 9,430 | 0.17% | 0.17% | 231 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JBGlobal.com LLC | History | New | 42,873 | 9,314 | 9.17% | — | 232 | +42,873 | New | Q1 2026 | Apr 07, 2026 |
| Noble Family Wealth, LLC | History | Added to | 42,722 | 9,281 | 1.92% | 1.78% | 233 | +2,751 | 6.88% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 43,750 | 9,265 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 42,467 | 9,226 | 0.15% | 0.17% | 235 | +1,459 | 3.56% | Q1 2026 | May 18, 2026 |
| RFG Advisory, LLC | History | Added to | 42,375 | 9,206 | 0.17% | 0.13% | 236 | +10,466 | 32.8% | Q1 2026 | Apr 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 41,997 | 9,160 | 0.09% | 0.08% | 237 | +5,065 | 13.71% | Q1 2026 | Apr 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 43,122 | 9,132 | 0.0% | 0.0% | 238 | +181 | 0.42% | Q1 2026 | May 15, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 41,966 | 9,117 | 2.31% | 2.34% | 239 | -364 | -0.86% | Q1 2026 | Apr 10, 2026 |
| BROWN ADVISORY INC | History | Added to | 41,811 | 9,083 | 0.01% | 0.01% | 240 | +235 | 0.57% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 40,612 | 8,822 | 0.01% | 0.0% | 241 | +38,581 | 1899.61% | Q1 2026 | May 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 40,283 | 8,751 | 1.0% | 0.97% | 242 | -974 | -2.36% | Q1 2026 | May 11, 2026 |
| Fortis Capital Management LLC | History | Added to | 39,528 | 8,587 | 0.88% | 1.1% | 243 | +163 | 0.41% | Q1 2026 | May 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 39,393 | 8,558 | 0.2% | 0.36% | 244 | +3,675 | 10.29% | Q1 2026 | Apr 27, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Reduced | 39,360 | 8,550 | 5.63% | 5.74% | 245 | -1,384 | -3.4% | Q1 2026 | Apr 09, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 39,163 | 8,508 | 2.25% | 2.18% | 246 | -990 | -2.47% | Q1 2026 | Apr 22, 2026 |
| Redwood Investment Management, LLC | History | Added to | 38,917 | 8,455 | 1.05% | 0.78% | 247 | +6,202 | 18.96% | Q1 2026 | Jun 23, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Reduced | 38,775 | 8,423 | 1.94% | 1.99% | 248 | -1,572 | -3.9% | Q1 2026 | Apr 09, 2026 |
| COURIER CAPITAL LLC | History | Added to | 38,381 | 8,338 | 0.47% | 0.45% | 249 | +207 | 0.54% | Q1 2026 | Apr 23, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 38,278 | 8,315 | 2.88% | 2.96% | 250 | -1,000 | -2.55% | Q1 2026 | May 14, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 38,116 | 8,280 | 0.19% | 0.19% | 251 | +343 | 0.91% | Q1 2026 | Apr 29, 2026 |
| Thrive Capital Management, LLC | History | Added to | 37,985 | 8,252 | 1.81% | 1.44% | 252 | +7,529 | 24.72% | Q1 2026 | Apr 27, 2026 |
| Symmetry Partners, LLC | History | Reduced | 37,861 | 8,225 | 0.47% | 0.51% | 253 | -3,213 | -7.82% | Q1 2026 | Apr 27, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 37,568 | 8,161 | 1.4% | 1.85% | 254 | +92 | 0.25% | Q1 2026 | Apr 09, 2026 |
| Elgethun Capital Management | History | Added to | 37,432 | 8,131 | 1.34% | 1.34% | 255 | +835 | 2.28% | Q1 2026 | May 14, 2026 |
| Fairway Financial, LLC | History | Added to | 37,253 | 8,093 | 6.15% | 5.92% | 256 | +190 | 0.51% | Q1 2026 | May 11, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 34,669 | 8,087 | 3.21% | 3.29% | 257 | -1,656 | -4.56% | Q1 2026 | Apr 27, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 37,189 | 8,079 | 0.99% | 0.98% | 258 | -884 | -2.32% | Q1 2026 | Apr 10, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 37,138 | 8,068 | 3.26% | 3.16% | 259 | -492 | -1.31% | Q1 2026 | Apr 08, 2026 |
| Quent Capital, LLC | History | Reduced | 37,136 | 8,067 | 0.57% | 0.57% | 260 | -459 | -1.22% | Q1 2026 | Apr 28, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 36,970 | 8,031 | 1.11% | 1.06% | 261 | +990 | 2.75% | Q1 2026 | May 14, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 36,948 | 8,026 | 0.81% | 0.79% | 262 | +181 | 0.49% | Q1 2026 | Apr 30, 2026 |
| Aurelius Family Office LLC | History | Added to | 36,670 | 7,966 | 3.46% | 3.38% | 263 | +491 | 1.36% | Q1 2026 | Apr 08, 2026 |
| WHITTIER TRUST CO | History | Added to | 36,158 | 7,933 | 0.09% | 0.09% | 264 | +15 | 0.04% | Q1 2026 | Apr 28, 2026 |
| Arbor Wealth Advisors LLC | History | Added to | 36,222 | 7,869 | 5.52% | 5.39% | 265 | +512 | 1.43% | Q1 2026 | Apr 22, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 36,165 | 7,856 | 1.77% | 1.79% | 266 | -580 | -1.58% | Q1 2026 | Apr 02, 2026 |
| SPINNAKER TRUST | History | Reduced | 36,123 | 7,847 | 0.43% | 0.41% | 267 | -26 | -0.07% | Q1 2026 | Apr 23, 2026 |
| General Partner, Inc. | History | Added to | 35,936 | 7,807 | 4.75% | 3.54% | 268 | +6,485 | 22.02% | Q1 2026 | Apr 08, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 35,646 | 7,744 | 0.39% | 0.39% | 269 | +452 | 1.28% | Q1 2026 | Apr 23, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 35,434 | 7,698 | 0.79% | 0.82% | 270 | +230 | 0.65% | Q1 2026 | Apr 30, 2026 |
| Granby Capital Management, LLC | History | No change | 35,000 | 7,603 | 4.36% | 3.95% | 271 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Nabity-Jensen Investment Management Inc | History | Added to | 34,977 | 7,598 | 5.27% | 5.0% | 272 | +144 | 0.41% | Q1 2026 | Apr 21, 2026 |
| Tacita Capital Inc | History | Reduced | 34,436 | 7,481 | 4.43% | 4.34% | 273 | -901 | -2.55% | Q1 2026 | May 07, 2026 |
| ATMOS ADVISORY, LLC | History | Reduced | 34,197 | 7,429 | 4.22% | 4.2% | 274 | -36 | -0.11% | Q1 2026 | Apr 06, 2026 |
| Serenity Investment Advisors | History | Added to | 31,831 | 7,406 | 3.47% | 3.89% | 275 | +1,644 | 5.45% | Q1 2026 | May 26, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 33,938 | 7,372 | 0.97% | 0.99% | 276 | +158 | 0.47% | Q1 2026 | May 12, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 33,912 | 7,367 | 1.51% | 1.49% | 277 | -1,070 | -3.06% | Q1 2026 | May 05, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 33,889 | 7,362 | 0.19% | 0.17% | 278 | +2,958 | 9.56% | Q1 2026 | May 01, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 33,868 | 7,357 | 0.29% | 0.29% | 279 | -2,407 | -6.64% | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 34,539 | 7,332 | 0.26% | 0.24% | 280 | +4,426 | 14.7% | Q1 2026 | May 15, 2026 |
| Van Cleef Asset Management,Inc | History | Added to | 33,588 | 7,296 | 0.79% | 0.67% | 281 | +2,340 | 7.49% | Q1 2026 | May 01, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 33,531 | 7,284 | 0.11% | 0.12% | 282 | -3,586 | -9.66% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 31,427 | 7,270 | 0.16% | 0.17% | 283 | +580 | 1.88% | Q1 2026 | May 04, 2026 |
| Sterling Wealth Management, Inc. | History | Reduced | 33,434 | 7,263 | 1.99% | 2.02% | 284 | -9 | -0.03% | Q1 2026 | May 13, 2026 |
| GeoWealth Management, LLC | History | Added to | 33,256 | 7,225 | 0.26% | 0.26% | 285 | +112 | 0.34% | Q1 2026 | May 13, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 355,538 | 7,222 | 1.36% | 1.19% | 286 | +111 | 0.03% | Q1 2026 | May 20, 2026 |
| Wealthfront Advisers LLC | History | Added to | 33,203 | 7,213 | 0.02% | 0.01% | 287 | +2,227 | 7.19% | Q1 2026 | May 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 33,033 | 7,176 | 0.17% | 0.17% | 288 | -794 | -2.35% | Q1 2026 | May 11, 2026 |
| VANGUARD GROUP INC | History | No change | 33,770 | 7,152 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 32,819 | 7,129 | 1.95% | 2.0% | 290 | +245 | 0.75% | Q1 2026 | May 13, 2026 |
| Clear Retirement Advice LLC | History | Added to | 32,711 | 7,106 | 5.58% | 5.76% | 291 | +275 | 0.85% | Q1 2026 | Apr 28, 2026 |
| SWAN Capital LLC | History | Reduced | 32,338 | 7,025 | 2.58% | 3.13% | 292 | -5,682 | -14.94% | Q1 2026 | May 14, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 32,312 | 7,019 | 2.23% | 2.17% | 293 | -431 | -1.32% | Q1 2026 | Apr 27, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 32,256 | 7,007 | 0.67% | 0.65% | 294 | -181 | -0.56% | Q1 2026 | Apr 13, 2026 |
| E-Wealth Partners, LLC | History | Added to | 32,102 | 6,974 | 5.63% | 5.31% | 295 | +2,251 | 7.54% | Q1 2026 | Jun 11, 2026 |
| Brookstone Capital Management | History | Added to | 31,769 | 6,901 | 0.08% | 0.07% | 296 | +3,646 | 12.96% | Q1 2026 | Apr 16, 2026 |
| SkyOak Wealth, LLC | History | Added to | 31,480 | 6,839 | 1.25% | 1.19% | 297 | +273 | 0.87% | Q1 2026 | Apr 30, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 31,191 | 6,776 | 2.02% | 2.31% | 298 | -7,574 | -19.54% | Q1 2026 | Apr 20, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 31,146 | 6,766 | 0.46% | 0.59% | 299 | -9,331 | -23.05% | Q1 2026 | May 12, 2026 |
| NBT BANK N A /NY | History | Added to | 31,077 | 6,751 | 0.44% | 0.43% | 300 | +30,246 | 3639.71% | Q1 2026 | Apr 28, 2026 |
| American Investment Services, Inc. | History | Added to | 30,794 | 6,690 | 1.49% | 1.51% | 301 | +152 | 0.5% | Q1 2026 | May 13, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 30,778 | 6,686 | 1.57% | 2.07% | 302 | -9,652 | -23.87% | Q1 2026 | Apr 17, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | Added to | 30,721 | 6,674 | 6.0% | 5.38% | 303 | +3,627 | 13.39% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Management, Inc. | History | Added to | 30,698 | 6,669 | 1.06% | 1.03% | 304 | +831 | 2.78% | Q1 2026 | Apr 16, 2026 |
| Facet Wealth, Inc. | History | Reduced | 30,661 | 6,661 | 0.12% | 0.13% | 305 | -1,680 | -5.19% | Q1 2026 | May 07, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 30,653 | 6,659 | 0.56% | 0.53% | 306 | +1,068 | 3.61% | Q1 2026 | Apr 20, 2026 |
| Towne Trust Company, N.A | History | Added to | 30,494 | 6,624 | 2.13% | 1.86% | 307 | +2,387 | 8.49% | Q1 2026 | Apr 22, 2026 |
| Strategic Wealth Advisors LLC | History | Reduced | 30,489 | 6,623 | 5.31% | 5.54% | 308 | -87 | -0.28% | Q1 2026 | May 01, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 30,357 | 6,595 | 0.04% | 0.04% | 309 | +1,331 | 4.59% | Q1 2026 | May 05, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 30,253 | 6,572 | 2.74% | 2.55% | 310 | +1,322 | 4.57% | Q1 2026 | Apr 15, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 30,070 | 6,532 | 0.03% | 0.03% | 311 | -130 | -0.43% | Q1 2026 | May 07, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 29,982 | 6,513 | 2.92% | 2.7% | 312 | +263 | 0.88% | Q1 2026 | May 13, 2026 |
| Boston Partners | History | Reduced | 3,387 | 6,492 | 0.01% | 0.0% | 313 | -198 | -5.52% | Q1 2026 | May 11, 2026 |
| Portside Wealth Group, LLC | History | New | 29,804 | 6,474 | 0.88% | — | 314 | +29,804 | New | Q1 2026 | May 12, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 29,794 | 6,472 | 0.02% | 0.02% | 315 | -310 | -1.03% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 29,782 | 6,470 | 0.13% | 0.12% | 316 | +635 | 2.18% | Q1 2026 | Apr 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 29,668 | 6,445 | 0.01% | 0.01% | 317 | -3,293 | -9.99% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Reduced | 29,599 | 6,430 | 0.2% | 0.31% | 318 | -20,263 | -40.64% | Q1 2026 | Apr 06, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 29,245 | 6,353 | 0.6% | 0.58% | 319 | +1,229 | 4.39% | Q1 2026 | May 13, 2026 |
| Creekside Partners | History | Added to | 29,225 | 6,349 | 2.61% | 2.55% | 320 | +707 | 2.48% | Q1 2026 | Apr 21, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 29,200 | 6,343 | 0.0% | 0.0% | 321 | +4,400 | 17.74% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 29,163 | 6,335 | 0.28% | 0.28% | 322 | +185 | 0.64% | Q1 2026 | May 12, 2026 |
| Columbus Macro, LLC | History | Added to | 28,979 | 6,295 | 0.67% | 0.67% | 323 | +179 | 0.62% | Q1 2026 | Apr 21, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 28,577 | 6,208 | 0.71% | 0.71% | 324 | -604 | -2.07% | Q1 2026 | May 15, 2026 |
| HUB Investment Partners, LLC | History | Added to | 28,367 | 6,162 | 0.15% | 0.02% | 325 | +24,448 | 623.83% | Q1 2026 | May 15, 2026 |
| NWAM LLC | History | Added to | 28,218 | 6,130 | 0.35% | 0.34% | 326 | +239 | 0.85% | Q1 2026 | May 04, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 28,038 | 6,091 | 0.99% | 0.95% | 327 | +872 | 3.21% | Q1 2026 | Apr 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 27,959 | 6,074 | 0.17% | 0.16% | 328 | -598 | -2.09% | Q1 2026 | Apr 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 27,831 | 6,046 | 0.03% | 0.02% | 329 | -4,604 | -14.19% | Q1 2026 | May 14, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Reduced | 27,796 | 6,038 | 0.76% | 0.83% | 330 | -660 | -2.32% | Q1 2026 | Apr 16, 2026 |
| Elite Financial, Inc. | History | Added to | 27,639 | 6,004 | 2.69% | 2.64% | 331 | +244 | 0.89% | Q1 2026 | May 12, 2026 |
| Ervin Investment Management, LLC | History | Added to | 27,378 | 5,947 | 3.48% | 2.89% | 332 | +2,999 | 12.3% | Q1 2026 | Apr 08, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Reduced | 27,367 | 5,945 | 0.85% | 1.49% | 333 | -24,077 | -46.8% | Q1 2026 | May 01, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 27,234 | 5,916 | 0.15% | 0.14% | 334 | +972 | 3.7% | Q1 2026 | Apr 29, 2026 |
| TME FINANCIAL, INC. | History | Added to | 27,197 | 5,908 | 4.09% | 4.01% | 335 | +241 | 0.89% | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 27,123 | 5,892 | 0.04% | 0.04% | 336 | +5,632 | 26.21% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 27,060 | 5,878 | 0.0% | 0.0% | 337 | -473 | -1.72% | Q1 2026 | May 14, 2026 |
| Vickerman Investment Advisors, Inc. | History | Added to | 26,595 | 5,777 | 1.21% | 1.12% | 338 | +138 | 0.52% | Q1 2026 | May 12, 2026 |
| Sigma Planning Corp | History | Added to | 26,507 | 5,758 | 0.16% | 0.15% | 339 | +949 | 3.71% | Q1 2026 | May 04, 2026 |
| BIP Wealth, LLC | History | Reduced | 26,348 | 5,724 | 0.23% | 0.22% | 340 | -3,472 | -11.64% | Q1 2026 | Apr 27, 2026 |
| CHILTON INVESTMENT CO INC. | History | Added to | 26,327 | 5,719 | 0.13% | 0.04% | 341 | +17,341 | 192.98% | Q1 2026 | May 15, 2026 |
| Chemistry Wealth Management LLC | History | Reduced | 26,327 | 5,719 | 1.01% | 1.04% | 342 | -30 | -0.11% | Q1 2026 | Apr 09, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 26,271 | 5,707 | 2.24% | 2.32% | 343 | -647 | -2.4% | Q1 2026 | May 14, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 26,183 | 5,688 | 0.37% | 0.1% | 344 | +18,344 | 234.01% | Q1 2026 | May 14, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 26,005 | 5,649 | 0.53% | 0.54% | 345 | -757 | -2.83% | Q1 2026 | May 04, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 25,911 | 5,629 | 0.48% | 0.54% | 346 | -2,320 | -8.22% | Q1 2026 | Apr 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 25,689 | 5,581 | 0.21% | 0.19% | 347 | +860 | 3.46% | Q1 2026 | May 11, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 25,586 | 5,558 | 1.23% | 1.19% | 348 | +260 | 1.03% | Q1 2026 | Apr 23, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 25,366 | 5,510 | 0.29% | 0.53% | 349 | -24,949 | -49.59% | Q1 2026 | Apr 13, 2026 |
| PFG Advisors | History | Reduced | 25,356 | 5,508 | 0.27% | 0.27% | 350 | -909 | -3.46% | Q1 2026 | May 05, 2026 |
| Sharper & Granite LLC | History | Added to | 25,312 | 5,499 | 1.88% | 1.87% | 351 | +226 | 0.9% | Q1 2026 | Apr 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 25,228 | 5,480 | 0.17% | 0.13% | 352 | +8,974 | 55.21% | Q1 2026 | May 15, 2026 |
| E&G Advisors, LP | History | Added to | 25,226 | 5,473 | 1.22% | 1.15% | 353 | +989 | 4.08% | Q1 2026 | Apr 21, 2026 |
| COMMERCE BANK | History | Added to | 25,103 | 5,453 | 0.03% | 0.03% | 354 | +184 | 0.74% | Q1 2026 | May 11, 2026 |
| Midwest Trust Co | History | Reduced | 25,066 | 5,445 | 0.07% | 0.07% | 355 | -722 | -2.8% | Q1 2026 | May 01, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 25,044 | 5,440 | 0.06% | 0.07% | 356 | -1,034 | -3.97% | Q1 2026 | May 08, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 25,011 | 5,433 | 0.05% | 0.05% | 357 | -908 | -3.5% | Q1 2026 | May 08, 2026 |
| Regal Investment Advisors LLC | History | Added to | 25,006 | 5,432 | 0.31% | 0.31% | 358 | +335 | 1.36% | Q1 2026 | May 14, 2026 |
| Obsido Oy | History | Added to | 24,884 | 5,406 | 3.27% | 3.17% | 359 | +491 | 2.01% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 24,817 | 5,391 | 0.04% | 0.04% | 360 | +7,629 | 44.39% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 24,541 | 5,331 | 0.09% | 0.09% | 361 | +66 | 0.27% | Q1 2026 | Apr 22, 2026 |
| Zeit Capital LLC | History | Added to | 24,530 | 5,329 | 3.57% | 3.46% | 362 | +343 | 1.42% | Q1 2026 | May 05, 2026 |
| LAM GROUP, INC. | History | No change | 24,520 | 5,326 | 2.93% | 2.97% | 363 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 24,469 | 5,315 | 0.17% | 0.18% | 364 | +1,384 | 6.0% | Q1 2026 | May 07, 2026 |
| Tenret Co LLC | History | Added to | 24,246 | 5,267 | 2.54% | 2.49% | 365 | +996 | 4.28% | Q1 2026 | May 27, 2026 |
| Bay Rivers Group | History | Reduced | 24,243 | 5,266 | 2.19% | 2.08% | 366 | -88 | -0.36% | Q1 2026 | Apr 13, 2026 |
| Seek First Inc. | History | Added to | 24,080 | 5,231 | 3.69% | 3.17% | 367 | +2,367 | 10.9% | Q1 2026 | Apr 23, 2026 |
| Lutz Financial Services LLC | History | Reduced | 24,033 | 5,221 | 0.35% | 0.35% | 368 | -474 | -1.93% | Q1 2026 | May 04, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 23,746 | 5,158 | 0.55% | 0.52% | 369 | +448 | 1.92% | Q1 2026 | May 13, 2026 |
| Vanguard National Trust Co | History | New | 23,659 | 5,139 | 0.32% | — | 370 | +23,659 | New | Q1 2026 | May 08, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 23,625 | 5,132 | 0.16% | — | 371 | +23,625 | New | Q1 2026 | Apr 16, 2026 |
| CSM Advisors, LLC | History | Added to | 23,600 | 5,127 | 0.13% | 0.13% | 372 | +1,069 | 4.74% | Q1 2026 | May 15, 2026 |
| CULBERTSON A N & CO INC | History | Added to | 23,452 | 5,094 | 0.66% | 0.65% | 373 | +1,223 | 5.5% | Q1 2026 | May 12, 2026 |
| Strategic Advisors LLC | History | Added to | 23,006 | 4,998 | 0.83% | 0.67% | 374 | +2,815 | 13.94% | Q1 2026 | May 14, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | No change | 22,900 | 4,975 | 2.16% | 2.17% | 375 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 22,782 | 4,949 | 0.09% | 0.09% | 376 | -30 | -0.13% | Q1 2026 | Apr 10, 2026 |
| Truepoint, Inc. | History | Reduced | 22,771 | 4,946 | 0.11% | 0.11% | 377 | -203 | -0.88% | Q1 2026 | May 08, 2026 |
| Stokes Family Office, LLC | History | Added to | 22,682 | 4,927 | 0.51% | 0.44% | 378 | +52 | 0.23% | Q1 2026 | May 11, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 22,648 | 4,920 | 1.13% | 1.03% | 379 | +1,233 | 5.76% | Q1 2026 | May 14, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 22,428 | 4,872 | 1.71% | 1.31% | 380 | +5,101 | 29.44% | Q1 2026 | May 05, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 29,435 | 4,866 | 0.12% | 0.1% | 381 | +136 | 0.46% | Q1 2026 | May 08, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 22,363 | 4,858 | 1.68% | 1.65% | 382 | +752 | 3.48% | Q1 2026 | Apr 23, 2026 |
| FIRST HORIZON CORP | History | Added to | 22,265 | 4,837 | 0.2% | 0.21% | 383 | +57 | 0.26% | Q1 2026 | Apr 30, 2026 |
| Wedmont Private Capital | History | Added to | 21,122 | 4,760 | 0.15% | 0.14% | 384 | +3,077 | 17.05% | Q1 2026 | Apr 09, 2026 |
| CGN Advisors LLC | History | Added to | 21,871 | 4,751 | 0.38% | 0.37% | 385 | +85 | 0.39% | Q1 2026 | Apr 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 21,790 | 4,734 | 0.18% | 0.04% | 386 | +20,259 | 1323.25% | Q1 2026 | May 15, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 21,515 | 4,674 | 0.93% | 0.92% | 387 | -5 | -0.02% | Q1 2026 | May 14, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Reduced | 21,491 | 4,668 | 3.5% | 2.71% | 388 | -1,332 | -5.84% | Q1 2026 | Apr 14, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 21,401 | 4,649 | 3.12% | 2.84% | 389 | +2,076 | 10.74% | Q1 2026 | Apr 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 21,362 | 4,640 | 0.11% | 0.1% | 390 | +1,659 | 8.42% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 21,450 | 4,542 | 0.09% | 0.09% | 391 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 20,845 | 4,528 | 1.24% | 1.14% | 392 | +106 | 0.51% | Q1 2026 | Apr 29, 2026 |
| Bangor Savings Bank | History | Reduced | 20,754 | 4,508 | 0.36% | 0.39% | 393 | -2,283 | -9.91% | Q1 2026 | Apr 01, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Added to | 20,629 | 4,481 | 2.75% | 2.13% | 394 | +5,553 | 36.83% | Q1 2026 | May 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 20,594 | 4,474 | 0.08% | 0.03% | 395 | +12,437 | 152.47% | Q1 2026 | May 11, 2026 |
| Hilltop National Bank | History | Added to | 20,565 | 4,467 | 1.06% | 1.03% | 397 | +510 | 2.54% | Q1 2026 | Apr 02, 2026 |
| Marble Harbor Investment Counsel, LLC | History | Reduced | 20,564 | 4,467 | 0.48% | 0.47% | 396 | -380 | -1.81% | Q1 2026 | May 08, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 20,433 | 4,439 | 0.37% | 0.39% | 398 | -614 | -2.92% | Q1 2026 | May 05, 2026 |
| BlueSky Wealth Advisors, LLC | History | Added to | 20,362 | 4,423 | 0.57% | 0.53% | 399 | +1,213 | 6.33% | Q1 2026 | Apr 16, 2026 |
| Apriem Advisors | History | Added to | 20,337 | 4,418 | 0.42% | 0.11% | 400 | +14,592 | 253.99% | Q1 2026 | May 14, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 20,306 | 4,411 | 1.23% | 1.34% | 401 | -3,012 | -12.92% | Q1 2026 | Apr 22, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Added to | 20,297 | 4,409 | 1.05% | 1.01% | 402 | +83 | 0.41% | Q1 2026 | May 08, 2026 |
| Beaumont Asset Management, L.L.C. | History | Reduced | 20,159 | 4,379 | 1.97% | 2.18% | 403 | -402 | -1.96% | Q1 2026 | Apr 21, 2026 |
| Alhambra Investment Management LLC | History | Reduced | 20,139 | 4,375 | 2.02% | 2.03% | 404 | -464 | -2.25% | Q1 2026 | Apr 15, 2026 |
| Talon Private Wealth, LLC | History | New | 20,088 | 4,364 | 0.58% | — | 406 | +20,088 | New | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 20,088 | 4,364 | 0.02% | 0.02% | 405 | -88 | -0.44% | Q1 2026 | May 13, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Reduced | 20,007 | 4,346 | 1.31% | 1.78% | 407 | -8,118 | -28.86% | Q1 2026 | Apr 22, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 20,002 | 4,345 | 1.04% | 1.01% | 408 | +1,709 | 9.34% | Q1 2026 | Apr 24, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 19,898 | 4,322 | 0.47% | 0.46% | 409 | +12 | 0.06% | Q1 2026 | May 12, 2026 |
| LOM Asset Management Ltd | History | Added to | 19,880 | 4,318 | 1.24% | 1.2% | 410 | +244 | 1.24% | Q1 2026 | May 05, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 19,868 | 4,315 | 0.57% | 0.48% | 411 | +5,471 | 38.0% | Q1 2026 | Apr 08, 2026 |
| BlackRock, Inc. | History | Added to | 19,800 | 4,301 | 0.0% | 0.0% | 412 | +2,409 | 13.85% | Q1 2026 | May 13, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 19,701 | 4,280 | 0.06% | 0.06% | 413 | +473 | 2.46% | Q1 2026 | May 12, 2026 |
| SNS Financial Group, LLC | History | Reduced | 19,670 | 4,273 | 0.37% | 0.37% | 414 | -454 | -2.26% | Q1 2026 | Apr 14, 2026 |
| Krilogy Financial LLC | History | Reduced | 18,333 | 4,184 | 0.13% | 0.14% | 415 | -39 | -0.21% | Q1 2026 | Apr 17, 2026 |
| Falcon Wealth Planning | History | Reduced | 19,149 | 4,160 | 0.28% | 0.35% | 416 | -330 | -1.69% | Q1 2026 | Apr 20, 2026 |
| Ascent Group, LLC | History | Reduced | 19,112 | 4,152 | 0.14% | 0.15% | 417 | -1,058 | -5.25% | Q1 2026 | May 15, 2026 |
| Trust Point Inc. | History | Reduced | 19,080 | 4,145 | 0.36% | 0.51% | 418 | -11,278 | -37.15% | Q1 2026 | Apr 15, 2026 |
| Financial Advisors Network, Inc. | History | Added to | 19,076 | 4,144 | 0.57% | 0.53% | 419 | +788 | 4.31% | Q1 2026 | May 14, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 18,789 | 4,081 | 0.27% | 0.27% | 420 | +110 | 0.59% | Q1 2026 | May 12, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 18,725 | 4,068 | 0.54% | 0.54% | 421 | +561 | 3.09% | Q1 2026 | Apr 13, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 18,670 | 4,056 | 0.35% | 0.33% | 422 | +1,942 | 11.61% | Q1 2026 | Apr 07, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 18,557 | 4,031 | 2.62% | 2.73% | 423 | -1,605 | -7.96% | Q1 2026 | May 11, 2026 |
| Martel Wealth Advisors LLC | History | Reduced | 18,480 | 4,014 | 0.68% | 0.69% | 424 | -470 | -2.48% | Q1 2026 | May 01, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 18,296 | 3,974 | 2.12% | 2.1% | 425 | +180 | 0.99% | Q1 2026 | May 08, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 18,179 | 3,949 | 0.04% | 0.05% | 426 | -1,708 | -8.59% | Q1 2026 | May 06, 2026 |
| May Barnhard Investments LLC | History | Added to | 18,153 | 3,943 | 1.91% | 1.63% | 427 | +1,818 | 11.13% | Q1 2026 | May 13, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 18,055 | 3,922 | 0.16% | 0.15% | 428 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 18,052 | 3,921 | 0.08% | 0.08% | 429 | -1,043 | -5.46% | Q1 2026 | Apr 14, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 18,000 | 3,910 | 0.35% | 0.4% | 430 | -2,374 | -11.65% | Q1 2026 | May 14, 2026 |
| CENTRAL TRUST Co | History | Reduced | 17,928 | 3,894 | 0.08% | 0.07% | 431 | -50 | -0.28% | Q1 2026 | Apr 17, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 17,005 | 3,893 | 0.07% | 0.16% | 432 | +1,291 | 8.22% | Q1 2026 | May 01, 2026 |
| Fluent Financial, LLC | History | Added to | 17,127 | 3,889 | 1.42% | 1.36% | 433 | +324 | 1.93% | Q1 2026 | Apr 15, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 17,787 | 3,864 | 0.32% | 0.34% | 434 | -1,248 | -6.56% | Q1 2026 | May 06, 2026 |
| Lido Advisors, LLC | History | Reduced | 17,784 | 3,863 | 0.01% | 0.01% | 435 | -5,458 | -23.48% | Q1 2026 | May 13, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 17,752 | 3,856 | 0.13% | 0.14% | 436 | +57 | 0.32% | Q1 2026 | Apr 20, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 17,697 | 3,845 | 1.32% | 1.25% | 437 | +726 | 4.28% | Q1 2026 | Apr 08, 2026 |
| Echo45 Advisors LLC | History | Added to | 17,686 | 3,842 | 2.16% | 2.13% | 438 | +47 | 0.27% | Q1 2026 | Apr 20, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 17,624 | 3,828 | 0.18% | 0.23% | 439 | -7,661 | -30.3% | Q1 2026 | May 11, 2026 |
| KINTRA WEALTH, LLC | History | New | 17,567 | 3,816 | 0.27% | — | 440 | +17,567 | New | Q1 2026 | May 15, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 17,316 | 3,761 | 1.48% | 1.44% | 441 | +141 | 0.82% | Q1 2026 | May 04, 2026 |
| CWC Advisors, LLC. | History | Added to | 17,262 | 3,750 | 1.78% | 1.76% | 442 | +50 | 0.29% | Q1 2026 | Apr 16, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | No change | 17,160 | 3,728 | 1.06% | 1.04% | 443 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 17,148 | 3,725 | 0.08% | 0.06% | 444 | +5,250 | 44.13% | Q1 2026 | Apr 13, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 17,099 | 3,714 | 0.42% | 0.42% | 445 | -852 | -4.75% | Q1 2026 | Apr 24, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 17,091 | 3,713 | 0.08% | 0.07% | 446 | +1,411 | 9.0% | Q1 2026 | May 15, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 17,090 | 3,712 | 0.17% | 0.17% | 447 | +115 | 0.68% | Q1 2026 | May 12, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 16,908 | 3,673 | 0.23% | 0.23% | 448 | -105 | -0.62% | Q1 2026 | Jun 09, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 16,853 | 3,661 | 0.51% | 0.95% | 449 | +298 | 1.8% | Q1 2026 | May 12, 2026 |
| 3Chopt Investment Partners, LLC | History | Added to | 16,684 | 3,624 | 0.83% | 0.76% | 450 | +723 | 4.53% | Q1 2026 | Apr 23, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 16,662 | 3,619 | 0.81% | 0.89% | 451 | -835 | -4.77% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 16,634 | 3,613 | 0.08% | 0.08% | 452 | +453 | 2.8% | Q1 2026 | May 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 16,604 | 3,607 | 0.02% | 0.02% | 453 | +1,669 | 11.18% | Q1 2026 | May 13, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 16,513 | 3,587 | 0.04% | 0.04% | 454 | -96 | -0.58% | Q1 2026 | May 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 16,467 | 3,577 | 0.2% | 0.2% | 455 | -136 | -0.82% | Q1 2026 | Apr 20, 2026 |
| Wolff Financial Management LLC | History | Reduced | 16,422 | 3,567 | 0.79% | 0.79% | 456 | -200 | -1.2% | Q1 2026 | Apr 15, 2026 |
| MSH Capital Advisors LLC | History | Added to | 16,211 | 3,521 | 0.75% | 0.65% | 457 | +1,928 | 13.5% | Q1 2026 | May 08, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | No change | 16,211 | 3,521 | 2.75% | 2.74% | 458 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| VestGen Advisors, LLC | History | New | 15,211 | 3,516 | 0.09% | — | 459 | +15,211 | New | Q1 2026 | May 14, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 16,073 | 3,491 | 0.2% | 0.2% | 460 | -243 | -1.49% | Q1 2026 | Apr 24, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 16,000 | 3,476 | 0.71% | 0.7% | 461 | -747 | -4.46% | Q1 2026 | Apr 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 15,934 | 3,461 | 0.08% | 0.1% | 462 | -2,716 | -14.56% | Q1 2026 | May 15, 2026 |
| Forza Wealth Management, LLC | History | No change | 15,924 | 3,459 | 1.2% | 1.22% | 463 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MCF Advisors LLC | History | Added to | 15,822 | 3,437 | 0.15% | 0.0% | 464 | +15,772 | 31544.0% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 15,797 | 3,432 | 0.21% | 0.16% | 465 | +175 | 1.12% | Q1 2026 | Apr 28, 2026 |
| FDx Advisors, Inc. | History | Reduced | 15,742 | 3,420 | 1.09% | 1.78% | 466 | -765 | -4.63% | Q1 2026 | May 01, 2026 |
| WealthShield Partners, LLC | History | Added to | 15,614 | 3,390 | 0.38% | 0.36% | 467 | +47 | 0.3% | Q1 2026 | May 01, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 15,457 | 3,357 | 0.47% | 0.44% | 468 | +1,177 | 8.24% | Q1 2026 | Apr 20, 2026 |
| rebel Financial LLC | History | Reduced | 15,439 | 3,354 | 1.45% | 1.44% | 469 | -523 | -3.28% | Q1 2026 | Apr 24, 2026 |
| Greenhouse Wealth Management, LLC | History | Added to | 15,309 | 3,325 | 2.06% | 1.91% | 470 | +54 | 0.35% | Q1 2026 | Apr 23, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 15,257 | 3,314 | 1.61% | 1.66% | 471 | -461 | -2.93% | Q1 2026 | May 05, 2026 |
| Allen Investment Management, LLC | History | New | 15,243 | 3,311 | 0.04% | — | 472 | +15,243 | New | Q1 2026 | May 07, 2026 |
| Pathway Financial Advisors LLC | History | No change | 15,133 | 3,307 | 0.41% | 0.42% | 473 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 15,158 | 3,293 | 0.17% | 0.17% | 474 | -82 | -0.54% | Q1 2026 | Apr 17, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 15,152 | 3,291 | 0.21% | 0.24% | 475 | -2,315 | -13.25% | Q1 2026 | Apr 27, 2026 |
| Choate Investment Advisors | History | No change | 15,074 | 3,274 | 0.06% | 0.06% | 476 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 15,006 | 3,260 | 0.09% | 0.09% | 477 | -148 | -0.98% | Q1 2026 | May 04, 2026 |
| Sageworth Trust Co | History | No change | 15,006 | 3,260 | 0.14% | 0.14% | 478 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Access Investment Management LLC | History | No change | 15,000 | 3,258 | 0.87% | 0.84% | 479 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 14,982 | 3,254 | 0.2% | 0.22% | 480 | -1,292 | -7.94% | Q1 2026 | Apr 13, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 14,646 | 3,181 | 1.17% | 1.09% | 481 | +422 | 2.97% | Q1 2026 | Apr 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 14,520 | 3,154 | 0.02% | 0.01% | 482 | +2,863 | 24.56% | Q1 2026 | May 15, 2026 |
| KPP Advisory Services LLC | History | Reduced | 14,475 | 3,144 | 0.46% | 0.64% | 483 | -6,455 | -30.84% | Q1 2026 | Apr 24, 2026 |
| NerdWallet Wealth Partners, LLC | History | Reduced | 14,385 | 3,125 | 1.36% | 1.5% | 484 | -1,482 | -9.34% | Q1 2026 | May 05, 2026 |
| Verity Asset Management, Inc. | History | Added to | 14,343 | 3,116 | 1.31% | 1.19% | 485 | +1,225 | 9.34% | Q1 2026 | Apr 21, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 14,134 | 3,070 | 0.14% | 0.13% | 486 | -1,027 | -6.77% | Q1 2026 | May 11, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 14,042 | 3,050 | 0.16% | 0.18% | 487 | -1,776 | -11.23% | Q1 2026 | Apr 08, 2026 |
| NorthLanding Financial Partners, LLC | History | Reduced | 14,029 | 3,047 | 2.46% | 2.39% | 488 | -10 | -0.07% | Q1 2026 | Apr 27, 2026 |
| Spire Wealth Management | History | Added to | 13,949 | 3,030 | 0.1% | 0.1% | 489 | +277 | 2.03% | Q1 2026 | Apr 22, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 13,869 | 3,013 | 0.0% | 0.0% | 490 | +8,169 | 143.32% | Q1 2026 | May 12, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 13,848 | 3,008 | 0.22% | 0.21% | 491 | -1,926 | -12.21% | Q1 2026 | Apr 14, 2026 |
| Opulen Financial Group LLC | History | Added to | 13,806 | 2,999 | 2.11% | 2.11% | 492 | +102 | 0.74% | Q1 2026 | Apr 29, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 13,680 | 2,972 | 0.11% | 0.14% | 493 | -4,427 | -24.45% | Q1 2026 | Apr 28, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 13,648 | 2,965 | 0.13% | 0.13% | 494 | +260 | 1.94% | Q1 2026 | Apr 09, 2026 |
| OLIO Financial Planning | History | Reduced | 13,636 | 2,962 | 0.82% | 0.83% | 495 | -412 | -2.93% | Q1 2026 | Apr 14, 2026 |
| Vawter Financial, Ltd. | History | No change | 13,607 | 2,956 | 1.24% | 1.22% | 496 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| 55 North Private Wealth, LLC | History | Reduced | 13,583 | 2,950 | 0.76% | 0.77% | 497 | -274 | -1.98% | Q1 2026 | Apr 17, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 13,507 | 2,934 | 1.27% | 1.12% | 498 | +1,321 | 10.84% | Q1 2026 | Apr 16, 2026 |
| AMG National Trust Bank | History | Added to | 13,489 | 2,930 | 0.06% | 0.07% | 499 | +333 | 2.53% | Q1 2026 | May 04, 2026 |
| Envision Financial LLC | History | Reduced | 13,423 | 2,916 | 1.57% | 1.65% | 500 | -1,355 | -9.17% | Q1 2026 | Apr 16, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 13,243 | 2,877 | 0.32% | 0.31% | 501 | +291 | 2.25% | Q1 2026 | May 14, 2026 |
| CHRISTINE MESSMER PC | History | Reduced | 13,237 | 2,875 | 1.84% | 1.91% | 502 | -600 | -4.34% | Q1 2026 | Apr 21, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 13,224 | 2,873 | 0.15% | 0.15% | 503 | -405 | -2.97% | Q1 2026 | Apr 21, 2026 |
| Pillar Financial Advisors, LLC | History | Reduced | 13,160 | 2,858 | 1.67% | 1.72% | 504 | -340 | -2.52% | Q1 2026 | May 07, 2026 |
| Gibraltar Capital Management, Inc. | History | Reduced | 13,121 | 2,850 | 0.49% | 0.49% | 505 | -394 | -2.92% | Q1 2026 | Apr 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 13,117 | 2,849 | 0.16% | 0.16% | 506 | -230 | -1.72% | Q1 2026 | Apr 20, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 12,967 | 2,817 | 0.32% | 0.32% | 507 | -563 | -4.16% | Q1 2026 | May 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 12,915 | 2,805 | 0.01% | 0.01% | 508 | -101 | -0.78% | Q1 2026 | May 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 12,905 | 2,803 | 0.01% | 0.01% | 509 | -608 | -4.5% | Q1 2026 | May 14, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 12,875 | 2,797 | 2.45% | 1.5% | 510 | +4,900 | 61.44% | Q1 2026 | May 04, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 12,837 | 2,788 | 0.42% | 0.46% | 511 | -939 | -6.82% | Q1 2026 | Apr 14, 2026 |
| Composition Wealth, LLC | History | Reduced | 12,771 | 2,774 | 0.04% | 0.04% | 512 | -532 | -4.0% | Q1 2026 | Apr 08, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 12,761 | 2,772 | 0.9% | 0.73% | 513 | +1,929 | 17.81% | Q1 2026 | Apr 21, 2026 |
| SouthState Bank Corp | History | Added to | 12,661 | 2,750 | 0.13% | 0.11% | 514 | +975 | 8.34% | Q1 2026 | May 05, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 12,892 | 2,730 | 0.92% | 0.92% | 515 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 12,510 | 2,717 | 0.92% | 1.82% | 516 | -12,832 | -50.64% | Q1 2026 | Apr 08, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 12,477 | 2,710 | 1.07% | 1.06% | 517 | -334 | -2.61% | Q1 2026 | May 14, 2026 |
| Trust Co of the South | History | Added to | 12,427 | 2,699 | 0.43% | 0.42% | 518 | +25 | 0.2% | Q1 2026 | Apr 06, 2026 |
| CITIGROUP INC | History | Reduced | 12,412 | 2,696 | 0.0% | 0.0% | 519 | -1,063 | -7.89% | Q1 2026 | May 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 12,370 | 2,687 | 0.04% | 0.04% | 520 | -559 | -4.32% | Q1 2026 | May 13, 2026 |
| REBALANCE, LLC | History | Added to | 12,320 | 2,676 | 0.16% | 0.15% | 521 | +33 | 0.27% | Q1 2026 | May 11, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 12,306 | 2,673 | 0.11% | 0.11% | 522 | +387 | 3.25% | Q1 2026 | May 12, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 12,299 | 2,672 | 0.18% | 0.18% | 523 | -320 | -2.54% | Q1 2026 | May 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 12,240 | 2,659 | 0.12% | 0.11% | 524 | +2,759 | 29.1% | Q1 2026 | Apr 15, 2026 |
| Factor Wealth Management LTD | History | Added to | 12,236 | 2,658 | 0.5% | 0.52% | 525 | +930 | 8.23% | Q1 2026 | Apr 20, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 12,176 | 2,645 | 0.05% | 0.06% | 527 | -998 | -7.58% | Q1 2026 | May 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 12,176 | 2,645 | 0.16% | 0.15% | 526 | +552 | 4.75% | Q1 2026 | May 12, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 12,154 | 2,640 | 0.38% | 0.38% | 528 | -531 | -4.19% | Q1 2026 | Apr 21, 2026 |
| Coquina Private Wealth LLC | History | Added to | 12,150 | 2,639 | 2.12% | 1.77% | 529 | +1,732 | 16.63% | Q1 2026 | May 05, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 12,143 | 2,638 | 0.05% | 0.05% | 530 | +79 | 0.65% | Q1 2026 | May 14, 2026 |
| OneAscent Financial Services LLC | History | Added to | 12,139 | 2,637 | 0.14% | 0.15% | 532 | +4,200 | 52.9% | Q1 2026 | Apr 21, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 12,142 | 2,637 | 0.72% | 0.69% | 531 | -45 | -0.37% | Q1 2026 | May 04, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 12,126 | 2,634 | 0.17% | 0.16% | 533 | +1 | 0.01% | Q1 2026 | Apr 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 12,113 | 2,631 | 0.05% | 0.06% | 534 | -478 | -3.8% | Q1 2026 | Apr 27, 2026 |
| Plancorp, LLC | History | Added to | 11,684 | 2,626 | 0.07% | 0.07% | 535 | +131 | 1.13% | Q1 2026 | Apr 14, 2026 |
| TFB Advisors LLC | History | Reduced | 12,031 | 2,613 | 1.37% | 1.34% | 536 | -10,655 | -46.97% | Q1 2026 | Apr 20, 2026 |
| Midwestern Financial, LLC /IA | History | Reduced | 11,969 | 2,600 | 2.05% | 2.78% | 537 | -3,889 | -24.52% | Q1 2026 | May 05, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 11,924 | 2,590 | 0.35% | 0.35% | 538 | -201 | -1.66% | Q1 2026 | Apr 08, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 11,841 | 2,572 | 0.24% | 0.1% | 539 | +7,272 | 159.16% | Q1 2026 | Apr 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 11,816 | 2,567 | 0.0% | 0.0% | 540 | +10,359 | 710.98% | Q1 2026 | May 13, 2026 |
| Arista Wealth Management, LLC | History | Reduced | 11,820 | 2,567 | 0.31% | 0.32% | 541 | -625 | -5.02% | Q1 2026 | Apr 30, 2026 |
| Telos Capital Management, Inc. | History | Added to | 11,744 | 2,551 | 0.24% | 0.22% | 542 | +401 | 3.54% | Q1 2026 | Apr 16, 2026 |
| Goepper Burkhardt LLC | History | Reduced | 11,620 | 2,524 | 0.84% | 1.2% | 543 | -5,720 | -32.99% | Q1 2026 | May 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 11,526 | 2,504 | 0.17% | 0.06% | 544 | +7,365 | 177.0% | Q1 2026 | May 21, 2026 |
| NorthRock Partners, LLC | History | Added to | 11,437 | 2,484 | 0.04% | 0.03% | 546 | +2,657 | 30.26% | Q1 2026 | May 15, 2026 |
| North Star Investment Management Corp. | History | Reduced | 11,436 | 2,484 | 0.15% | 0.15% | 545 | -107 | -0.93% | Q1 2026 | Apr 23, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 11,325 | 2,460 | 0.15% | 0.15% | 547 | -323 | -2.77% | Q1 2026 | May 13, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 11,308 | 2,456 | 0.64% | 0.4% | 548 | +4,633 | 69.41% | Q1 2026 | May 11, 2026 |
| Financial Freedom, LLC | History | Reduced | 11,262 | 2,446 | 1.22% | 1.34% | 549 | -1,463 | -11.5% | Q1 2026 | Apr 30, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 11,254 | 2,444 | 1.0% | 0.77% | 550 | +2,727 | 31.98% | Q1 2026 | May 06, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 10,588 | 2,413 | 0.33% | 0.44% | 551 | -352 | -3.22% | Q1 2026 | May 11, 2026 |
| Midwest Financial Group LLC | History | Reduced | 11,055 | 2,401 | 1.02% | 1.04% | 552 | -21 | -0.19% | Q1 2026 | Apr 22, 2026 |
| Monetary Solutions, Ltd | History | Added to | 11,033 | 2,396 | 2.32% | 2.21% | 553 | +435 | 4.1% | Q1 2026 | May 01, 2026 |
| Intellectus Partners, LLC | History | Added to | 10,948 | 2,378 | 0.49% | 0.28% | 554 | +4,066 | 59.08% | Q1 2026 | Apr 10, 2026 |
| SHAYNE & JACOBS, LLC | History | No change | 10,942 | 2,377 | 0.73% | 0.7% | 555 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Prospera Financial Services Inc | History | Reduced | 10,828 | 2,359 | 0.04% | 0.04% | 556 | -452 | -4.01% | Q1 2026 | Apr 14, 2026 |
| Powerhouse Assets LLC | History | Added to | 10,798 | 2,345 | 2.04% | 1.98% | 557 | +176 | 1.66% | Q1 2026 | Apr 28, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 10,786 | 2,343 | 0.16% | 0.12% | 558 | -11 | -0.1% | Q1 2026 | May 11, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 10,725 | 2,330 | 0.39% | 0.52% | 559 | -3,942 | -26.88% | Q1 2026 | Apr 21, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 10,675 | 2,319 | 0.03% | 0.03% | 560 | +487 | 4.78% | Q1 2026 | Apr 09, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 10,667 | 2,317 | 0.21% | 0.25% | 561 | +426 | 4.16% | Q1 2026 | May 12, 2026 |
| RoundAngle Advisors LLC | History | Added to | 10,657 | 2,315 | 1.73% | 1.64% | 562 | +43 | 0.41% | Q1 2026 | Apr 08, 2026 |
| Matisse Capital | History | No change | 10,652 | 2,314 | 0.99% | 1.01% | 563 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Reduced | 10,642 | 2,312 | 1.74% | 1.76% | 564 | -278 | -2.55% | Q1 2026 | Apr 16, 2026 |
| WP Advisors, LLC | History | Added to | 10,605 | 2,304 | 0.6% | 0.56% | 565 | +55 | 0.52% | Q1 2026 | May 04, 2026 |
| Ballentine Partners, LLC | History | Added to | 10,537 | 2,289 | 0.03% | 0.02% | 566 | +3,395 | 47.54% | Q1 2026 | May 14, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 10,412 | 2,262 | 0.67% | 0.73% | 567 | -1,050 | -9.16% | Q1 2026 | May 06, 2026 |
| Simmons Bank | History | Reduced | 10,411 | 2,261 | 0.15% | 0.15% | 568 | -273 | -2.56% | Q1 2026 | Apr 23, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 10,377 | 2,254 | 0.06% | 0.06% | 569 | -20 | -0.19% | Q1 2026 | Apr 16, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 10,288 | 2,235 | 1.04% | 0.91% | 570 | +337 | 3.39% | Q1 2026 | May 04, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 10,228 | 2,222 | 0.17% | 0.17% | 571 | +1 | 0.01% | Q1 2026 | May 07, 2026 |
| Livet Wealth, LLC | History | Reduced | 10,225 | 2,221 | 1.41% | 1.36% | 572 | -213 | -2.04% | Q1 2026 | Apr 24, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 10,214 | 2,218 | 0.17% | 0.12% | 573 | +2,715 | 36.2% | Q1 2026 | Apr 23, 2026 |
| CJM Wealth Advisers, Ltd. | History | Reduced | 10,203 | 2,216 | 0.67% | 0.66% | 574 | -199 | -1.91% | Q1 2026 | Apr 13, 2026 |
| Mustard Seed Financial, LLC | History | Reduced | 10,195 | 2,214 | 1.33% | 1.47% | 575 | -853 | -7.72% | Q1 2026 | Apr 27, 2026 |
| Donalies Financial Planning, LLC | History | Added to | 10,169 | 2,209 | 1.88% | 1.65% | 576 | +1,039 | 11.38% | Q1 2026 | May 05, 2026 |
| BESSEMER GROUP INC | History | Added to | 10,166 | 2,208 | 0.0% | 0.0% | 577 | +176 | 1.76% | Q1 2026 | May 06, 2026 |
| Savvy Advisors, Inc. | History | Added to | 10,151 | 2,205 | 0.06% | 0.04% | 579 | +3,978 | 64.44% | Q1 2026 | May 11, 2026 |
| Newton One Investments LLC | History | Reduced | 10,151 | 2,205 | 0.6% | 0.64% | 578 | -104 | -1.01% | Q1 2026 | Apr 24, 2026 |
| RMR Capital Management, LLC | History | Added to | 10,129 | 2,200 | 1.59% | 1.51% | 580 | +201 | 2.02% | Q1 2026 | May 20, 2026 |
| Probity Advisors, Inc. | History | Reduced | 10,061 | 2,185 | 0.35% | 0.35% | 581 | -158 | -1.55% | Q1 2026 | Apr 28, 2026 |
| Fortitude Family Office, LLC | History | No change | 10,000 | 2,172 | 0.49% | 0.49% | 582 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Red Tortoise LLC | History | Added to | 9,990 | 2,170 | 0.9% | 0.89% | 583 | +53 | 0.53% | Q1 2026 | Apr 21, 2026 |
| Family Legacy, Inc. | History | Reduced | 9,961 | 2,163 | 0.65% | 0.65% | 584 | -262 | -2.56% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 9,905 | 2,151 | 0.02% | 0.03% | 585 | -591 | -5.63% | Q1 2026 | Apr 28, 2026 |
| Roundview Capital LLC | History | Reduced | 9,880 | 2,146 | 0.13% | 0.13% | 586 | -152 | -1.52% | Q1 2026 | May 08, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 9,878 | 2,145 | 0.56% | 0.62% | 587 | -1,448 | -12.78% | Q1 2026 | Apr 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 9,873 | 2,144 | 0.1% | 0.07% | 588 | +2,602 | 35.79% | Q1 2026 | Apr 28, 2026 |
| Junk Investment Group, LLC | History | New | 9,854 | 2,140 | 1.12% | — | 589 | +9,854 | New | Q1 2026 | May 08, 2026 |
| VANGUARD ADVISERS INC | History | New | 9,843 | 2,138 | 0.01% | — | 590 | +9,843 | New | Q1 2026 | May 08, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 9,804 | 2,129 | 0.24% | 0.23% | 591 | +73 | 0.75% | Q1 2026 | May 01, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 9,780 | 2,124 | 0.53% | 0.55% | 592 | -224 | -2.24% | Q1 2026 | May 07, 2026 |
| Financially in Tune, LLC | History | Added to | 9,768 | 2,122 | 1.82% | 1.81% | 593 | +607 | 6.63% | Q1 2026 | Apr 22, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 9,755 | 2,119 | 0.06% | 0.06% | 594 | +322 | 3.41% | Q1 2026 | Apr 23, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 9,752 | 2,119 | 0.26% | 0.26% | 595 | +98 | 1.02% | Q1 2026 | May 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 9,723 | 2,112 | 0.01% | 0.01% | 596 | -805 | -7.65% | Q1 2026 | Apr 24, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 9,708 | 2,109 | 0.03% | 0.03% | 597 | +848 | 9.57% | Q1 2026 | May 12, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 9,645 | 2,095 | 0.38% | 0.34% | 598 | +704 | 7.87% | Q1 2026 | Apr 29, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 9,590 | 2,083 | 0.45% | 0.42% | 599 | +140 | 1.48% | Q1 2026 | May 08, 2026 |
| IF Advisors, LLC | History | Added to | 9,516 | 2,067 | 1.46% | 1.6% | 600 | +207 | 2.22% | Q1 2026 | May 13, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 9,494 | 2,062 | 0.03% | 0.01% | 601 | +6,000 | 171.72% | Q1 2026 | May 05, 2026 |
| MB Generational Wealth, LLC | History | Added to | 9,461 | 2,055 | 1.14% | 0.99% | 602 | +628 | 7.11% | Q1 2026 | May 04, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 9,439 | 2,050 | 0.03% | 0.03% | 603 | -66 | -0.69% | Q1 2026 | May 08, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 9,346 | 2,030 | 0.28% | 0.3% | 604 | -539 | -5.45% | Q1 2026 | May 13, 2026 |
| Jacobs Equity LLC | History | Added to | 8,636 | 2,030 | 1.82% | 1.69% | 605 | +331 | 3.99% | Q1 2026 | May 14, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 9,245 | 2,008 | 0.12% | 0.12% | 606 | -178 | -1.89% | Q1 2026 | May 04, 2026 |
| WAYSTONE ADVISORS LLC | History | Reduced | 9,210 | 2,000 | 1.79% | 1.8% | 607 | -715 | -7.2% | Q1 2026 | Apr 16, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 9,183 | 1,995 | 0.13% | 0.21% | 608 | -1,971 | -17.67% | Q1 2026 | May 07, 2026 |
| Vestwell Advisors, LLC | History | Added to | 9,154 | 1,988 | 0.54% | 0.26% | 609 | +924 | 11.23% | Q1 2026 | May 18, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | No change | 9,085 | 1,973 | 0.48% | 0.47% | 610 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| BTC Capital Management, Inc. | History | Reduced | 9,070 | 1,970 | 0.13% | 0.15% | 611 | -1,243 | -12.05% | Q1 2026 | Apr 20, 2026 |
| Topsail Wealth Management, LLC | History | No change | 9,071 | 1,970 | 0.29% | 0.28% | 612 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 9,026 | 1,961 | 0.46% | 0.44% | 613 | +24 | 0.27% | Q1 2026 | May 12, 2026 |
| WESBANCO BANK INC | History | Added to | 9,023 | 1,960 | 0.05% | 0.05% | 614 | +197 | 2.23% | Q1 2026 | Apr 21, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 8,999 | 1,955 | 0.69% | 0.69% | 615 | -2 | -0.02% | Q1 2026 | Apr 08, 2026 |
| Sowell Financial Services LLC | History | Reduced | 8,992 | 1,953 | 0.07% | 0.07% | 616 | -282 | -3.04% | Q1 2026 | Apr 20, 2026 |
| Strategic Blueprint, LLC | History | Added to | 8,913 | 1,936 | 0.11% | 0.1% | 617 | +735 | 8.99% | Q1 2026 | Apr 29, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 8,872 | 1,927 | 0.09% | 0.09% | 618 | -91 | -1.02% | Q1 2026 | Jun 08, 2026 |
| Magnus Financial Group LLC | History | Reduced | 8,850 | 1,922 | 0.16% | 0.15% | 619 | -350 | -3.8% | Q1 2026 | Apr 10, 2026 |
| Pioneer Wealth Management Group | History | Reduced | 8,851 | 1,922 | 0.54% | 0.57% | 620 | -39 | -0.44% | Q1 2026 | Apr 08, 2026 |
| Grove Bank & Trust | History | Added to | 8,845 | 1,921 | 0.22% | 0.21% | 621 | +143 | 1.64% | Q1 2026 | Apr 08, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Reduced | 8,832 | 1,918 | 0.49% | 0.52% | 622 | -435 | -4.69% | Q1 2026 | Apr 09, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Reduced | 8,831 | 1,918 | 1.88% | 1.79% | 623 | -57 | -0.64% | Q1 2026 | May 06, 2026 |
| Center For Asset Management LLC | History | Reduced | 8,815 | 1,915 | 0.95% | 1.09% | 624 | -1,000 | -10.19% | Q1 2026 | Apr 16, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 8,805 | 1,912 | 0.22% | 0.25% | 625 | -1,192 | -11.92% | Q1 2026 | Apr 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 8,793 | 1,910 | 0.14% | 0.14% | 626 | -331 | -3.63% | Q1 2026 | May 12, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 8,730 | 1,896 | 0.25% | 0.27% | 628 | -442 | -4.82% | Q1 2026 | Apr 28, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 8,731 | 1,896 | 0.42% | 0.42% | 627 | +287 | 3.4% | Q1 2026 | Apr 21, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 8,705 | 1,891 | 0.14% | 0.13% | 629 | +258 | 3.05% | Q1 2026 | May 13, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 8,701 | 1,890 | 0.31% | 0.31% | 630 | -292 | -3.25% | Q1 2026 | Apr 15, 2026 |
| Tranquility Partners, LLC | History | Added to | 8,699 | 1,889 | 0.71% | 0.63% | 631 | +428 | 5.17% | Q1 2026 | Apr 20, 2026 |
| Trust Co | History | Added to | 8,685 | 1,886 | 0.18% | 0.13% | 632 | +2,142 | 32.74% | Q1 2026 | Apr 13, 2026 |
| LS Investment Advisors, LLC | History | Reduced | 8,658 | 1,880 | 0.28% | 0.37% | 633 | -3,799 | -30.5% | Q1 2026 | Apr 20, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 8,644 | 1,877 | 0.36% | 0.33% | 634 | -18 | -0.21% | Q1 2026 | Apr 29, 2026 |
| InvesTrust | History | Added to | 8,611 | 1,870 | 0.79% | 0.7% | 635 | +28 | 0.33% | Q1 2026 | Apr 07, 2026 |
| Triune Financial Partners, LLC | History | Reduced | 8,607 | 1,869 | 0.44% | 0.45% | 636 | -94 | -1.08% | Q1 2026 | Apr 30, 2026 |
| Compton Wealth Advisory Group, LLC | History | No change | 8,547 | 1,864 | 0.42% | 0.4% | 637 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 8,478 | 1,841 | 0.03% | 0.02% | 638 | +160 | 1.92% | Q1 2026 | Jun 22, 2026 |
| Mutual Advisors, LLC | History | Reduced | 8,457 | 1,837 | 0.04% | 0.04% | 639 | -505 | -5.63% | Q1 2026 | May 01, 2026 |
| Breakwater Capital Group | History | Reduced | 8,441 | 1,833 | 0.25% | 0.25% | 640 | -7 | -0.08% | Q1 2026 | Apr 20, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 8,419 | 1,829 | 0.06% | 0.04% | 641 | +2,041 | 32.0% | Q1 2026 | May 14, 2026 |
| Windward Private Wealth Management Inc. | History | No change | 8,412 | 1,827 | 0.63% | 0.62% | 642 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 8,408 | 1,826 | 0.0% | 0.0% | 643 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | Reduced | 8,381 | 1,820 | 0.06% | 0.06% | 644 | -102 | -1.2% | Q1 2026 | May 13, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 8,357 | 1,815 | 0.52% | 0.54% | 645 | -273 | -3.16% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 8,271 | 1,796 | 0.03% | — | 646 | +8,271 | New | Q1 2026 | Apr 27, 2026 |
| Paragon Capital Management Ltd | History | Reduced | 8,254 | 1,793 | 0.38% | 0.35% | 647 | -81 | -0.97% | Q1 2026 | Apr 15, 2026 |
| BSW Wealth Partners | History | Added to | 8,234 | 1,788 | 0.22% | 0.17% | 648 | +1,374 | 20.03% | Q1 2026 | Apr 14, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 8,206 | 1,783 | 0.15% | 0.18% | 649 | -2,205 | -21.18% | Q1 2026 | May 14, 2026 |
| O'Connor Financial Group LLC | History | Reduced | 8,181 | 1,777 | 0.73% | 0.76% | 651 | -306 | -3.61% | Q1 2026 | Apr 23, 2026 |
| City State Bank | History | No change | 8,183 | 1,777 | 0.46% | 0.47% | 650 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 8,173 | 1,775 | 0.1% | 0.1% | 652 | -120 | -1.45% | Q1 2026 | May 14, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Reduced | 8,152 | 1,771 | 0.01% | 0.08% | 653 | -40,782 | -83.34% | Q1 2026 | May 15, 2026 |
| Financial Enhancement Group LLC | History | New | 7,592 | 1,763 | 0.22% | — | 654 | +7,592 | New | Q1 2026 | Apr 20, 2026 |
| FINANCIAL COUNSELORS INC | History | Reduced | 7,999 | 1,737 | 2.45% | 2.38% | 655 | -107 | -1.32% | Q1 2026 | May 01, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 7,962 | 1,729 | 0.26% | 0.26% | 656 | +13 | 0.16% | Q1 2026 | Apr 22, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | Added to | 7,901 | 1,716 | 1.23% | 1.17% | 657 | +74 | 0.95% | Q1 2026 | May 05, 2026 |
| Empowered Funds, LLC | History | New | 7,866 | 1,708 | 0.01% | — | 658 | +7,866 | New | Q1 2026 | Jun 15, 2026 |
| Focus Financial Network, Inc. | History | Added to | 7,841 | 1,703 | 0.06% | 0.06% | 659 | +192 | 2.51% | Q1 2026 | Apr 14, 2026 |
| Klingman & Associates, LLC | History | Reduced | 7,838 | 1,702 | 0.08% | 0.08% | 660 | -192 | -2.39% | Q1 2026 | May 14, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 7,823 | 1,699 | 0.79% | 0.82% | 662 | +56 | 0.72% | Q1 2026 | Apr 09, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 7,821 | 1,699 | 0.22% | 0.22% | 661 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Monument Group Wealth Advisors, LLC | History | Reduced | 7,708 | 1,674 | 0.93% | 0.9% | 663 | -97 | -1.24% | Q1 2026 | Apr 22, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 7,609 | 1,653 | 0.08% | 0.08% | 664 | +514 | 7.24% | Q1 2026 | May 15, 2026 |
| Alteri Wealth LLC | History | Reduced | 7,585 | 1,647 | 0.53% | 0.52% | 665 | -4 | -0.05% | Q1 2026 | May 06, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 7,543 | 1,638 | 0.09% | 0.08% | 666 | +1,409 | 22.97% | Q1 2026 | Apr 09, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 7,517 | 1,633 | 1.5% | 1.45% | 667 | +15 | 0.2% | Q1 2026 | Apr 08, 2026 |
| Michels Family Financial, LLC | History | Added to | 7,517 | 1,632 | 1.18% | 1.15% | 668 | +139 | 1.88% | Q1 2026 | Apr 24, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 7,512 | 1,631 | 1.02% | 0.53% | 669 | -194 | -2.52% | Q1 2026 | May 01, 2026 |
| Cardinal Point Capital Management ULC | History | New | 7,495 | 1,628 | 0.1% | — | 670 | +7,495 | New | Q1 2026 | Apr 20, 2026 |
| BOKF, NA | History | Reduced | 7,489 | 1,626 | 0.02% | 0.03% | 671 | -284 | -3.65% | Q1 2026 | May 08, 2026 |
| XTX Topco Ltd | History | New | 7,480 | 1,625 | 0.03% | — | 672 | +7,480 | New | Q1 2026 | May 15, 2026 |
| BigSur Wealth Management LLC | History | No change | 7,466 | 1,621 | 0.45% | 0.38% | 673 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Hardy Reed LLC | History | No change | 7,436 | 1,615 | 0.12% | 0.11% | 674 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Trilogy Capital Inc. | History | Added to | 7,429 | 1,614 | 0.07% | 0.06% | 675 | +808 | 12.2% | Q1 2026 | Apr 21, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 7,413 | 1,610 | 0.19% | 0.19% | 676 | +31 | 0.42% | Q1 2026 | Apr 17, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 7,399 | 1,607 | 0.17% | 0.18% | 677 | -1,043 | -12.35% | Q1 2026 | Apr 21, 2026 |
| AlphaCore Capital LLC | History | Reduced | 7,388 | 1,605 | 0.04% | 0.05% | 678 | -2,517 | -25.41% | Q1 2026 | May 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 7,534 | 1,595 | 0.07% | 0.07% | 679 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 7,502 | 1,592 | 0.1% | 0.08% | 680 | -960 | -11.34% | Q1 2026 | Apr 24, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 7,250 | 1,575 | 0.05% | — | 681 | +7,250 | New | Q1 2026 | May 15, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 7,240 | 1,572 | 0.25% | 0.25% | 682 | -222 | -2.98% | Q1 2026 | Apr 13, 2026 |
| One Day In July LLC | History | Reduced | 7,239 | 1,572 | 0.13% | 0.13% | 683 | -6 | -0.08% | Q1 2026 | May 05, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 7,149 | 1,553 | 0.07% | 0.07% | 684 | -150 | -2.06% | Q1 2026 | May 06, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 7,148 | 1,552 | 0.08% | 0.08% | 685 | -125 | -1.72% | Q1 2026 | Apr 15, 2026 |
| BANK OF HAWAII | History | Reduced | 7,089 | 1,540 | 0.08% | 0.08% | 686 | -282 | -3.83% | Q1 2026 | May 14, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Reduced | 6,953 | 1,510 | 0.7% | 0.83% | 687 | -1,500 | -17.75% | Q1 2026 | May 05, 2026 |
| DRAVO BAY LLC | History | Added to | 6,936 | 1,506 | 0.61% | 0.59% | 688 | +271 | 4.07% | Q1 2026 | May 07, 2026 |
| Genesis Financial Group, LLC | History | Added to | 6,925 | 1,504 | 0.95% | 0.82% | 689 | +230 | 3.44% | Q1 2026 | May 18, 2026 |
| Forest Hill Capital, LLC | History | No change | 6,900 | 1,499 | 0.98% | 0.75% | 690 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Southland Equity Partners LLC | History | New | 6,895 | 1,497 | 0.29% | — | 692 | +6,895 | New | Q1 2026 | Apr 14, 2026 |
| FULTON BANK, N.A. | History | No change | 6,895 | 1,497 | 0.05% | 0.05% | 691 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Capital Analysts, LLC | History | Added to | 6,861 | 1,491 | 0.04% | 0.03% | 693 | +2,249 | 48.76% | Q1 2026 | May 14, 2026 |
| Evergreen Wealth Management, LLC | History | Added to | 6,832 | 1,484 | 0.77% | 0.73% | 694 | +2 | 0.03% | Q1 2026 | May 01, 2026 |
| Friday Financial | History | Added to | 6,817 | 1,480 | 0.51% | 0.49% | 695 | +291 | 4.46% | Q1 2026 | Apr 16, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 6,753 | 1,467 | 0.0% | 0.0% | 696 | +280 | 4.33% | Q1 2026 | May 14, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 6,709 | 1,457 | 0.84% | 0.81% | 697 | +90 | 1.36% | Q1 2026 | May 01, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 6,702 | 1,456 | 0.19% | 0.21% | 698 | +88 | 1.33% | Q1 2026 | Apr 28, 2026 |
| BKM Wealth Management, LLC | History | Added to | 6,688 | 1,453 | 0.53% | 0.49% | 700 | +371 | 5.87% | Q1 2026 | Apr 22, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 6,690 | 1,453 | 0.83% | 0.81% | 699 | -45 | -0.67% | Q1 2026 | Apr 22, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 6,591 | 1,447 | 0.4% | 0.41% | 701 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 6,643 | 1,443 | 0.04% | 0.04% | 702 | -103 | -1.53% | Q1 2026 | May 13, 2026 |
| Capital Squared Financial LLC | History | Added to | 6,639 | 1,442 | 1.1% | 0.91% | 704 | +1,125 | 20.4% | Q1 2026 | May 01, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 6,612 | 1,442 | 0.54% | 0.53% | 703 | +209 | 3.26% | Q1 2026 | Apr 29, 2026 |
| Retirement Planning Group, LLC | History | Added to | 6,622 | 1,438 | 0.04% | 0.03% | 705 | +1,954 | 41.86% | Q1 2026 | May 04, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 6,557 | 1,424 | 0.27% | 0.27% | 706 | -222 | -3.27% | Q1 2026 | Apr 09, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 6,540 | 1,420 | 0.04% | 0.04% | 707 | +94 | 1.46% | Q1 2026 | Apr 08, 2026 |
| Dynamic Financial Group | History | Added to | 6,479 | 1,407 | 1.15% | 1.16% | 708 | +45 | 0.7% | Q1 2026 | May 12, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 6,475 | 1,406 | 0.32% | 0.31% | 709 | +49 | 0.76% | Q1 2026 | Apr 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 6,451 | 1,401 | 0.02% | 0.02% | 710 | -727 | -10.13% | Q1 2026 | Apr 20, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 6,428 | 1,396 | 0.46% | 0.48% | 712 | -637 | -9.02% | Q1 2026 | May 06, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Reduced | 6,430 | 1,396 | 0.65% | 0.68% | 711 | -384 | -5.64% | Q1 2026 | May 14, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Reduced | 6,419 | 1,394 | 0.73% | 1.8% | 713 | -24,749 | -79.41% | Q1 2026 | Apr 15, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | Reduced | 5,985 | 1,391 | 0.5% | 0.5% | 714 | -79 | -1.3% | Q1 2026 | May 11, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 6,398 | 1,389 | 0.02% | 0.02% | 715 | +1,607 | 33.54% | Q1 2026 | Apr 21, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 6,516 | 1,383 | 0.46% | 0.71% | 716 | -3,607 | -35.63% | Q1 2026 | Apr 27, 2026 |
| Stembrook Asset Management, LLC | History | Reduced | 6,351 | 1,379 | 1.35% | 1.28% | 717 | -28 | -0.44% | Q1 2026 | May 13, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 6,347 | 1,378 | 0.42% | 0.33% | 718 | -863 | -11.97% | Q1 2026 | May 12, 2026 |
| Saxony Capital Management, LLC | History | Added to | 6,288 | 1,366 | 0.79% | 0.62% | 719 | +1,491 | 31.08% | Q1 2026 | Apr 24, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 6,281 | 1,364 | 0.18% | 0.18% | 720 | -112 | -1.75% | Q1 2026 | Apr 28, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 6,254 | 1,358 | 0.13% | 0.12% | 721 | +465 | 8.03% | Q1 2026 | May 15, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 6,249 | 1,357 | 0.27% | 0.28% | 722 | +60 | 0.97% | Q1 2026 | May 01, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 6,240 | 1,355 | 0.11% | 0.11% | 723 | -10 | -0.16% | Q1 2026 | May 11, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 6,216 | 1,350 | 0.17% | 0.17% | 724 | -85 | -1.35% | Q1 2026 | May 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 6,209 | 1,348 | 0.02% | 0.02% | 725 | -458 | -6.87% | Q1 2026 | May 05, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 6,197 | 1,346 | 0.0% | 0.0% | 726 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 6,178 | 1,342 | 0.35% | 0.33% | 727 | +28 | 0.46% | Q1 2026 | Apr 08, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 6,139 | 1,333 | 0.67% | 0.7% | 728 | -431 | -6.56% | Q1 2026 | Apr 15, 2026 |
| Harpswell Capital Advisors, LLC | History | Added to | 6,136 | 1,333 | 0.99% | 0.96% | 729 | +400 | 6.97% | Q1 2026 | Apr 10, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 6,135 | 1,332 | 0.87% | 0.84% | 730 | +235 | 3.98% | Q1 2026 | May 08, 2026 |
| Independent Advisor Alliance | History | New | 6,101 | 1,325 | 0.01% | — | 731 | +6,101 | New | Q1 2026 | May 12, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 6,088 | 1,322 | 0.26% | 0.25% | 732 | +352 | 6.14% | Q1 2026 | May 12, 2026 |
| Three Arch Wealth Management LLC | History | Reduced | 6,065 | 1,317 | 0.24% | 0.24% | 733 | -27 | -0.44% | Q1 2026 | May 06, 2026 |
| Cooksen Wealth, LLC | History | Reduced | 6,043 | 1,312 | 0.95% | 1.1% | 734 | -1,037 | -14.65% | Q1 2026 | Apr 30, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 6,032 | 1,310 | 0.39% | 0.38% | 735 | +115 | 1.94% | Q1 2026 | May 05, 2026 |
| Sherman Wealth Management LLC | History | Added to | 6,027 | 1,309 | 1.12% | 1.03% | 736 | +430 | 7.68% | Q1 2026 | Apr 13, 2026 |
| Painted Porch Advisors LLC | History | Added to | 6,019 | 1,307 | 0.62% | 0.45% | 737 | +753 | 14.3% | Q1 2026 | May 14, 2026 |
| Revisor Wealth Management LLC | History | Added to | 5,997 | 1,302 | 0.36% | 0.34% | 739 | +468 | 8.46% | Q1 2026 | Apr 27, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 5,996 | 1,302 | 0.63% | 0.61% | 738 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 5,990 | 1,301 | 0.71% | 0.69% | 740 | -16 | -0.27% | Q1 2026 | Apr 21, 2026 |
| Certified Advisory Corp | History | Added to | 5,975 | 1,297 | 0.12% | 0.11% | 741 | +469 | 8.52% | Q1 2026 | Apr 17, 2026 |
| ProVise Management Group, LLC | History | Reduced | 5,934 | 1,289 | 0.09% | 0.1% | 742 | -614 | -9.38% | Q1 2026 | May 06, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 5,929 | 1,288 | 0.09% | 0.09% | 743 | +362 | 6.5% | Q1 2026 | May 14, 2026 |
| Community Financial Services Group, LLC | History | Reduced | 5,876 | 1,281 | 0.23% | 0.23% | 744 | -165 | -2.73% | Q1 2026 | Apr 08, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 5,874 | 1,276 | 0.04% | 0.03% | 745 | -352 | -5.65% | Q1 2026 | Apr 28, 2026 |
| Gotham Asset Management, LLC | History | New | 5,847 | 1,270 | 0.0% | — | 747 | +5,847 | New | Q1 2026 | May 15, 2026 |
| United Advisor Group, LLC | History | Added to | 5,847 | 1,270 | 0.16% | 0.15% | 746 | +177 | 3.12% | Q1 2026 | Apr 17, 2026 |
| Indivisible Partners | History | Added to | 5,808 | 1,261 | 0.11% | 0.13% | 748 | +9 | 0.16% | Q1 2026 | Apr 30, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 5,756 | 1,250 | 0.24% | 0.19% | 749 | -62 | -1.07% | Q1 2026 | May 11, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 5,754 | 1,250 | 0.34% | 0.34% | 750 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 5,727 | 1,244 | 0.26% | 0.26% | 751 | +175 | 3.15% | Q1 2026 | Apr 15, 2026 |
| Total Wealth Planning, LLC | History | No change | 5,862 | 1,241 | 2.66% | 2.66% | 752 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 5,633 | 1,223 | 0.87% | 0.89% | 753 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 5,628 | 1,222 | 0.12% | 0.13% | 754 | -644 | -10.27% | Q1 2026 | May 14, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 5,589 | 1,214 | 0.18% | 0.17% | 755 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| LOOMIS SAYLES & CO L P | History | New | 5,557 | 1,207 | 0.0% | — | 756 | +5,557 | New | Q1 2026 | May 14, 2026 |
| Graetz Wealth LLC | History | Reduced | 5,551 | 1,205 | 1.08% | 1.33% | 758 | -1,330 | -19.33% | Q1 2026 | Apr 30, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 5,548 | 1,205 | 0.13% | 0.1% | 757 | +528 | 10.52% | Q1 2026 | May 06, 2026 |
| Independent Wealth Advisors LLC | History | No change | 5,549 | 1,205 | 1.18% | 1.23% | 759 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 5,530 | 1,201 | 0.17% | 0.2% | 760 | -621 | -10.1% | Q1 2026 | Apr 21, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 5,512 | 1,197 | 0.17% | 0.17% | 761 | -27 | -0.49% | Q1 2026 | Apr 29, 2026 |
| Topel & Distasi Wealth Management, LLC | History | No change | 5,505 | 1,195 | 0.62% | 0.57% | 762 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 5,499 | 1,194 | 0.02% | 0.02% | 763 | +402 | 7.89% | Q1 2026 | May 14, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 5,485 | 1,191 | 0.05% | 0.05% | 764 | -21 | -0.38% | Q1 2026 | Apr 21, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 5,474 | 1,189 | 0.82% | 0.74% | 765 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TruNorth Capital Management, LLC | History | No change | 5,382 | 1,169 | 0.22% | 0.22% | 766 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Petix & Botte Co | History | Reduced | 5,370 | 1,166 | 0.26% | 0.26% | 767 | -136 | -2.47% | Q1 2026 | Apr 30, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 5,369 | 1,166 | 0.5% | 0.51% | 768 | +6 | 0.11% | Q1 2026 | Apr 29, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 5,341 | 1,160 | 0.27% | 0.25% | 769 | +216 | 4.21% | Q1 2026 | Apr 17, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 5,344 | 1,160 | 0.85% | 0.87% | 770 | -193 | -3.49% | Q1 2026 | Apr 02, 2026 |
| Iron Gate Global Advisors LLC | History | No change | 5,278 | 1,146 | 0.12% | 0.11% | 771 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Meritas Wealth Management, LLC | History | No change | 5,277 | 1,146 | 0.52% | 0.54% | 772 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Strategic Financial Group, LLC | History | New | 5,256 | 1,141 | 1.17% | — | 773 | +5,256 | New | Q1 2026 | Apr 29, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 5,239 | 1,138 | 0.41% | 0.56% | 774 | -52 | -0.98% | Q1 2026 | May 12, 2026 |
| JT Stratford LLC | History | Reduced | 5,236 | 1,137 | 0.14% | 0.19% | 775 | -1,645 | -23.91% | Q1 2026 | May 15, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 5,227 | 1,135 | 0.73% | 0.58% | 776 | +1,187 | 29.38% | Q1 2026 | Apr 21, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | No change | 5,335 | 1,132 | 0.99% | 1.05% | 777 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Caprock Group, LLC | History | Reduced | 5,209 | 1,131 | 0.03% | 0.03% | 778 | -557 | -9.66% | Q1 2026 | May 11, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 5,199 | 1,129 | 0.49% | 0.53% | 779 | -576 | -9.97% | Q1 2026 | May 01, 2026 |
| First National Bank of Mount Dora, Trust Investment Services | History | No change | 5,196 | 1,128 | 0.24% | 0.24% | 780 | 0 | 0.0% | Q1 2026 | Jun 08, 2026 |
| CVA Family Office, LLC | History | Reduced | 5,181 | 1,125 | 0.12% | 0.15% | 781 | -1,020 | -16.45% | Q1 2026 | Apr 29, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 5,172 | 1,123 | 0.12% | 0.12% | 782 | -32 | -0.61% | Q1 2026 | Apr 14, 2026 |
| John A. Wolfe & Associates, Inc. | History | Added to | 5,172 | 1,123 | 1.72% | 0.59% | 783 | +8 | 0.15% | Q1 2026 | May 04, 2026 |
| Net Worth Advisory Group | History | Added to | 5,158 | 1,120 | 0.23% | 0.21% | 784 | +253 | 5.16% | Q1 2026 | May 05, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 5,286 | 1,119 | 0.08% | 0.08% | 785 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| King Wealth Management Group | History | Reduced | 5,093 | 1,106 | 0.14% | 0.13% | 786 | -56 | -1.09% | Q1 2026 | May 04, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 5,069 | 1,101 | 0.03% | 0.03% | 787 | -33 | -0.65% | Q1 2026 | Apr 21, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Added to | 5,062 | 1,099 | 0.59% | 0.56% | 788 | +139 | 2.82% | Q1 2026 | Apr 20, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 5,028 | 1,092 | 0.0% | 0.0% | 789 | -834 | -14.23% | Q1 2026 | May 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 5,002 | 1,086 | 0.05% | 0.05% | 790 | +119 | 2.44% | Q1 2026 | May 13, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 4,988 | 1,083 | 0.11% | 0.16% | 792 | -2,028 | -28.91% | Q1 2026 | May 11, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 4,989 | 1,083 | 0.64% | 0.63% | 791 | -796 | -13.76% | Q1 2026 | Apr 16, 2026 |
| Dentgroup LLC | History | No change | 5,111 | 1,082 | 0.74% | 0.74% | 793 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Archer Investment Corp | History | Added to | 4,974 | 1,080 | 0.23% | 0.05% | 794 | +3,859 | 346.1% | Q1 2026 | May 04, 2026 |
| St. Louis Trust Co | History | Reduced | 4,959 | 1,077 | 0.13% | 0.14% | 795 | -605 | -10.87% | Q1 2026 | May 14, 2026 |
| Ballast Financial Advisors LLC | History | Reduced | 4,926 | 1,070 | 1.1% | 1.1% | 796 | -138 | -2.73% | Q1 2026 | May 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 4,922 | 1,069 | 0.18% | 0.18% | 797 | -15 | -0.3% | Q1 2026 | May 06, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 4,925 | 1,069 | 0.61% | 0.65% | 798 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Texas Bank & Trust Co | History | Reduced | 4,890 | 1,062 | 0.4% | 0.46% | 799 | -1,082 | -18.12% | Q1 2026 | Apr 30, 2026 |
| RFP Financial Group LLC | History | No change | 4,880 | 1,060 | 0.58% | 0.49% | 800 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 4,993 | 1,057 | 0.32% | 0.32% | 801 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 4,961 | 1,050 | 0.66% | 0.66% | 802 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 4,826 | 1,048 | 0.14% | 0.15% | 803 | +1 | 0.02% | Q1 2026 | Apr 24, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 4,808 | 1,044 | 0.04% | 0.03% | 804 | +518 | 12.07% | Q1 2026 | May 14, 2026 |
| Asempa Wealth Advisors | History | Reduced | 4,772 | 1,040 | 0.91% | 0.87% | 805 | -8 | -0.17% | Q1 2026 | Apr 08, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 4,775 | 1,037 | 0.19% | 0.18% | 806 | +248 | 5.48% | Q1 2026 | May 06, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 4,770 | 1,036 | 0.08% | 0.08% | 807 | -39 | -0.81% | Q1 2026 | May 13, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 4,747 | 1,031 | 0.03% | 0.02% | 808 | +66 | 1.41% | Q1 2026 | Apr 21, 2026 |
| CPWA, LLC | History | New | 4,439 | 1,030 | 1.23% | — | 809 | +4,439 | New | Q1 2026 | May 13, 2026 |
| Baldwin Investment Management, LLC | History | Added to | 4,702 | 1,021 | 0.12% | 0.11% | 810 | +48 | 1.03% | Q1 2026 | May 12, 2026 |
| Sagace Wealth Management LLC | History | Added to | 4,700 | 1,021 | 0.68% | 0.67% | 811 | +17 | 0.36% | Q1 2026 | Apr 29, 2026 |
| Providence Capital Advisors, LLC | History | No change | 4,698 | 1,020 | 0.17% | 0.17% | 812 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| American Financial Advisors, LLC | History | Reduced | 4,689 | 1,018 | 0.14% | 0.14% | 813 | -338 | -6.72% | Q1 2026 | May 13, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 4,657 | 1,011 | 0.22% | 0.21% | 814 | +14 | 0.3% | Q1 2026 | Apr 13, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 4,642 | 1,008 | 0.43% | 0.27% | 816 | +1,769 | 61.57% | Q1 2026 | May 01, 2026 |
| SIGNATUREFD, LLC | History | Added to | 4,641 | 1,008 | 0.02% | 0.01% | 815 | +990 | 27.12% | Q1 2026 | Apr 07, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 4,624 | 1,004 | 0.06% | 0.1% | 817 | -2,744 | -37.24% | Q1 2026 | Apr 27, 2026 |
| Level Financial Advisors | History | Reduced | 4,609 | 1,001 | 0.26% | 0.3% | 819 | -809 | -14.93% | Q1 2026 | Apr 10, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 4,610 | 1,001 | 0.23% | 0.23% | 818 | +10 | 0.22% | Q1 2026 | Apr 27, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 4,604 | 1,000 | 0.1% | 0.09% | 820 | -59 | -1.27% | Q1 2026 | Apr 10, 2026 |
| Csenge Advisory Group | History | Added to | 4,601 | 999 | 0.05% | 0.04% | 821 | +13 | 0.28% | Q1 2026 | Apr 30, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 4,583 | 995 | 0.02% | 0.02% | 822 | +246 | 5.67% | Q1 2026 | Apr 20, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 4,393 | 993 | 0.06% | 0.06% | 823 | -184 | -4.02% | Q1 2026 | Apr 17, 2026 |
| Grange Capital, LLC | History | Reduced | 4,549 | 988 | 0.98% | 1.05% | 824 | -620 | -11.99% | Q1 2026 | Apr 28, 2026 |
| Battery Global Advisors, LLC | History | Added to | 4,545 | 987 | 0.53% | 0.24% | 825 | +3,387 | 292.49% | Q1 2026 | May 14, 2026 |
| Bestgate Wealth Advisors, LLC | History | Reduced | 4,491 | 975 | 1.76% | 1.94% | 827 | -721 | -13.83% | Q1 2026 | Apr 23, 2026 |
| Financial Alternatives, Inc | History | No change | 4,489 | 975 | 0.53% | 0.55% | 826 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 4,482 | 973 | 0.36% | 0.34% | 828 | -151 | -3.26% | Q1 2026 | May 15, 2026 |
| HFG Advisors, Inc. | History | Added to | 4,481 | 973 | 0.68% | 0.68% | 829 | +55 | 1.24% | Q1 2026 | May 08, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Reduced | 4,478 | 972 | 0.19% | 0.2% | 830 | -247 | -5.23% | Q1 2026 | Apr 24, 2026 |
| Western Wealth Management, LLC | History | Reduced | 4,474 | 971 | 0.04% | 0.04% | 831 | -44 | -0.97% | Q1 2026 | Jun 18, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 4,433 | 963 | 0.27% | 0.23% | 832 | +789 | 21.65% | Q1 2026 | Apr 22, 2026 |
| Prospera Capital Management, LLC | History | No change | 4,421 | 960 | 0.48% | 0.47% | 833 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 4,389 | 953 | 0.17% | 0.18% | 834 | +1 | 0.02% | Q1 2026 | Apr 13, 2026 |
| Canal Capital Management, LLC | History | No change | 4,382 | 951 | 0.13% | 0.13% | 835 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 4,364 | 948 | 0.1% | 0.1% | 836 | +39 | 0.9% | Q1 2026 | Apr 08, 2026 |
| IFG Advisors, LLC | History | Added to | 4,334 | 941 | 0.15% | 0.15% | 837 | +5 | 0.12% | Q1 2026 | Apr 09, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 4,329 | 940 | 0.69% | 0.65% | 838 | -214 | -4.71% | Q1 2026 | May 05, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 4,326 | 939 | 0.38% | 0.37% | 839 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 4,306 | 935 | 0.15% | 0.16% | 840 | +282 | 7.01% | Q1 2026 | Apr 30, 2026 |
| One Capital Management, LLC | History | Added to | 4,298 | 933 | 0.03% | 0.02% | 841 | +448 | 11.64% | Q1 2026 | May 12, 2026 |
| SVRN Asset Management, LLC | History | No change | 4,296 | 933 | 0.9% | 0.75% | 842 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Fermata Advisors, LLC | History | Reduced | 4,292 | 932 | 0.21% | 0.24% | 843 | -528 | -10.95% | Q1 2026 | Apr 08, 2026 |
| Bishop & Co Investment Management, LLC | History | Reduced | 4,269 | 927 | 0.32% | 3.51% | 844 | -45,707 | -91.46% | Q1 2026 | Apr 24, 2026 |
| Marion Wealth Management | History | No change | 4,261 | 925 | 0.2% | 0.21% | 845 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 4,248 | 922 | 0.05% | 0.05% | 846 | -22 | -0.52% | Q1 2026 | May 13, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 4,248 | 922 | 0.24% | 0.22% | 847 | +20 | 0.47% | Q1 2026 | Apr 17, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 4,237 | 920 | 0.03% | 0.03% | 848 | +7 | 0.17% | Q1 2026 | May 11, 2026 |
| Vannoy Advisory Group, Inc. | History | Reduced | 4,223 | 917 | 0.58% | 0.59% | 849 | -167 | -3.8% | Q1 2026 | Apr 22, 2026 |
| Caitlin John, LLC | History | Added to | 4,218 | 916 | 0.55% | 0.57% | 850 | +115 | 2.8% | Q1 2026 | May 13, 2026 |
| Asset Dedication, LLC | History | Reduced | 4,175 | 907 | 0.06% | 0.1% | 851 | -2,809 | -40.22% | Q1 2026 | May 29, 2026 |
| Anchor Investment Management, LLC | History | Added to | 4,176 | 907 | 0.08% | 0.07% | 852 | +137 | 3.39% | Q1 2026 | May 01, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 4,161 | 904 | 0.01% | 0.01% | 853 | -95 | -2.23% | Q1 2026 | May 01, 2026 |
| Victrix Investment Advisors | History | Added to | 4,126 | 896 | 0.33% | 0.29% | 854 | +563 | 15.8% | Q1 2026 | Apr 09, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 4,123 | 895 | 0.09% | 0.1% | 855 | +663 | 19.16% | Q1 2026 | Apr 23, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 4,116 | 894 | 0.18% | 0.18% | 857 | -590 | -12.54% | Q1 2026 | Apr 08, 2026 |
| Balefire, LLC | History | Added to | 4,117 | 894 | 0.17% | 0.17% | 856 | +13 | 0.32% | Q1 2026 | May 07, 2026 |
| RS CRUM INC. | History | Added to | 4,112 | 893 | 0.17% | 0.17% | 858 | +1 | 0.02% | Q1 2026 | Apr 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 4,110 | 892 | 0.01% | 0.01% | 859 | -2,799 | -40.51% | Q1 2026 | May 13, 2026 |
| Clarius Group, LLC | History | No change | 4,208 | 891 | 0.05% | 0.05% | 860 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| LightSquare Wealth Management, LLC | History | New | 4,096 | 889 | 0.67% | — | 861 | +4,096 | New | Q1 2026 | May 11, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 4,087 | 888 | 0.2% | 0.2% | 862 | +44 | 1.09% | Q1 2026 | May 21, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 4,088 | 888 | 0.54% | 0.53% | 863 | -7 | -0.17% | Q1 2026 | Apr 21, 2026 |
| LexAurum Advisors, LLC | History | New | 4,086 | 887 | 0.12% | — | 865 | +4,086 | New | Q1 2026 | Apr 13, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 4,086 | 887 | 0.04% | 0.04% | 864 | -378 | -8.47% | Q1 2026 | Apr 09, 2026 |
| Disciplined Investments, LLC | History | Added to | 4,079 | 886 | 0.32% | 0.33% | 866 | +5 | 0.12% | Q1 2026 | May 12, 2026 |
| Kapstone Financial Advisors LLC | History | New | 4,077 | 885 | 0.43% | — | 867 | +4,077 | New | Q1 2026 | Apr 22, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 4,072 | 884 | 0.14% | 0.16% | 868 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 4,067 | 883 | 0.01% | 0.01% | 869 | -470 | -10.36% | Q1 2026 | Apr 23, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 3,779 | 881 | 0.23% | 0.2% | 870 | +667 | 21.43% | Q1 2026 | Apr 21, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 4,051 | 880 | 0.57% | 0.48% | 871 | +614 | 17.86% | Q1 2026 | Apr 10, 2026 |
| LPWM LLC | History | Added to | 4,027 | 874 | 0.22% | 0.21% | 872 | +49 | 1.23% | Q1 2026 | Apr 08, 2026 |
| Horizon Investment Services, LLC | History | Added to | 3,982 | 865 | 0.3% | 0.11% | 873 | +2,512 | 170.88% | Q1 2026 | May 15, 2026 |
| Envision Financial Planning, LLC | History | No change | 3,977 | 864 | 0.31% | 0.32% | 874 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | Reduced | 3,975 | 863 | 0.04% | 0.04% | 875 | -7 | -0.18% | Q1 2026 | May 08, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 3,969 | 862 | 0.08% | — | 876 | +3,969 | New | Q1 2026 | Apr 08, 2026 |
| American Money Management, LLC | History | Reduced | 3,951 | 858 | 0.14% | 0.13% | 877 | -8 | -0.2% | Q1 2026 | May 11, 2026 |
| Embree Financial Group | History | Added to | 3,950 | 858 | 0.1% | 0.1% | 878 | +5 | 0.13% | Q1 2026 | Apr 23, 2026 |
| NICOLET BANKSHARES INC | History | New | 3,937 | 856 | 0.03% | — | 879 | +3,937 | New | Q1 2026 | May 14, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 4,033 | 854 | 0.08% | 0.08% | 880 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Koenig Investment Advisory, LLC | History | Added to | 3,921 | 851 | 0.72% | 0.73% | 881 | +21 | 0.54% | Q1 2026 | Apr 16, 2026 |
| Berkeley, Inc | History | Reduced | 3,898 | 846 | 0.28% | 0.27% | 882 | -46 | -1.17% | Q1 2026 | Apr 24, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 3,882 | 843 | 0.17% | 0.17% | 884 | +159 | 4.27% | Q1 2026 | May 15, 2026 |
| CITY HOLDING CO | History | Reduced | 3,881 | 843 | 0.11% | 0.1% | 883 | -137 | -3.41% | Q1 2026 | Apr 15, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 3,873 | 841 | 0.63% | 0.6% | 885 | -42 | -1.07% | Q1 2026 | Apr 17, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 3,861 | 838 | 0.03% | 0.03% | 886 | -190 | -4.69% | Q1 2026 | May 13, 2026 |
| Wealth Preservation Advisors, LLC | History | Added to | 3,830 | 832 | 0.69% | 0.4% | 887 | +108 | 2.9% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 3,809 | 830 | 0.17% | 0.01% | 888 | +3,581 | 1570.61% | Q1 2026 | May 11, 2026 |
| Fonville Wealth Management LLC | History | Added to | 3,815 | 828 | 0.16% | 0.16% | 889 | +30 | 0.79% | Q1 2026 | Apr 20, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 3,777 | 820 | 0.86% | 0.97% | 892 | +1,356 | 56.01% | Q1 2026 | May 13, 2026 |
| Glassman Wealth Services | History | Added to | 3,776 | 820 | 0.11% | 0.11% | 890 | +56 | 1.51% | Q1 2026 | May 04, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 3,776 | 820 | 0.09% | 0.09% | 891 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Richmond Investment Services, LLC | History | No change | 3,774 | 819 | 0.13% | 0.14% | 893 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Clark Asset Management, LLC | History | Added to | 3,756 | 816 | 0.08% | 0.03% | 894 | +2,407 | 178.43% | Q1 2026 | Apr 16, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 3,749 | 814 | 0.1% | 0.1% | 895 | +1 | 0.03% | Q1 2026 | Apr 13, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 3,738 | 812 | 0.27% | 0.24% | 896 | +319 | 9.33% | Q1 2026 | Apr 24, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 3,734 | 811 | 0.01% | 0.01% | 897 | +637 | 20.57% | Q1 2026 | Apr 27, 2026 |
| Westhampton Capital, LLC | History | Added to | 3,729 | 810 | 0.38% | 0.37% | 898 | +11 | 0.3% | Q1 2026 | Apr 16, 2026 |
| truNorth Financial Services, Inc. | History | Reduced | 3,725 | 809 | 0.84% | 0.96% | 900 | -462 | -11.03% | Q1 2026 | May 05, 2026 |
| SageView Advisory Group, LLC | History | No change | 3,820 | 809 | 0.03% | 0.03% | 899 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 3,723 | 808 | 0.0% | 0.0% | 901 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Added to | 3,696 | 803 | 0.03% | 0.03% | 902 | +39 | 1.07% | Q1 2026 | May 15, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 3,688 | 801 | 0.34% | 0.35% | 903 | -142 | -3.71% | Q1 2026 | Apr 15, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 3,666 | 796 | 0.28% | 0.32% | 904 | -164 | -4.28% | Q1 2026 | Apr 21, 2026 |
| Life Planning Partners, Inc | History | No change | 3,666 | 796 | 0.61% | 0.59% | 905 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| KDT Advisors, LLC | History | No change | 3,650 | 792 | 1.26% | 1.08% | 906 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| West Branch Capital LLC | History | Reduced | 3,620 | 786 | 0.21% | 0.24% | 907 | -808 | -18.25% | Q1 2026 | Apr 14, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 3,614 | 785 | 0.13% | 0.14% | 908 | -297 | -7.59% | Q1 2026 | Apr 21, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 3,606 | 783 | 0.18% | 0.23% | 909 | +172 | 5.01% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Added to | 3,593 | 781 | 0.04% | 0.03% | 910 | +670 | 22.92% | Q1 2026 | May 14, 2026 |
| Caldwell Trust Co | History | Added to | 3,595 | 781 | 0.07% | 0.07% | 911 | +30 | 0.84% | Q1 2026 | Apr 22, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 3,589 | 779 | 0.11% | 0.11% | 913 | +2 | 0.06% | Q1 2026 | Apr 24, 2026 |
| Chesley Taft & Associates LLC | History | No change | 3,587 | 779 | 0.03% | 0.03% | 912 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 3,581 | 777 | 0.16% | 0.29% | 914 | -3,031 | -45.84% | Q1 2026 | Apr 13, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 3,553 | 771 | 0.25% | 0.27% | 915 | -3 | -0.08% | Q1 2026 | May 15, 2026 |
| BCS Wealth Management | History | Reduced | 3,545 | 770 | 0.16% | 0.15% | 916 | -3,692 | -51.02% | Q1 2026 | Apr 17, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 3,513 | 765 | 0.0% | 0.0% | 917 | +1,344 | 61.96% | Q1 2026 | May 12, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 3,518 | 764 | 0.05% | 0.03% | 918 | +1,529 | 76.87% | Q1 2026 | Apr 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 3,515 | 763 | 0.01% | 0.0% | 919 | +1,107 | 45.97% | Q1 2026 | May 11, 2026 |
| Agate Pass Investment Management, LLC | History | No change | 3,503 | 761 | 0.3% | 0.28% | 920 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 3,489 | 760 | 0.04% | 0.06% | 921 | -2,958 | -45.88% | Q1 2026 | May 12, 2026 |
| GLR Partners, LLC | History | New | 3,492 | 758 | 0.41% | — | 922 | +3,492 | New | Q1 2026 | May 13, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 3,483 | 756 | 0.26% | 0.26% | 923 | -12 | -0.34% | Q1 2026 | May 04, 2026 |
| LIBRA WEALTH LLC | History | Reduced | 3,479 | 755 | 0.21% | 0.21% | 924 | -148 | -4.08% | Q1 2026 | Apr 28, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 3,478 | 755 | 0.3% | 0.29% | 925 | +4 | 0.12% | Q1 2026 | May 07, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 3,438 | 746 | 0.07% | 0.07% | 926 | -213 | -5.83% | Q1 2026 | May 12, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 3,430 | 745 | 0.0% | 0.0% | 927 | -2,654 | -43.62% | Q1 2026 | May 14, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 3,434 | 745 | 0.13% | 0.11% | 928 | +406 | 13.41% | Q1 2026 | Apr 28, 2026 |
| Parcion Private Wealth LLC | History | New | 3,419 | 742 | 0.05% | — | 929 | +3,419 | New | Q1 2026 | Apr 22, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 3,416 | 741 | 0.04% | 0.04% | 930 | +1,830 | 115.38% | Q1 2026 | Apr 22, 2026 |
| Oldfather Financial Services, LLC | History | No change | 3,503 | 741 | 0.22% | 0.22% | 931 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 3,409 | 740 | 0.07% | 0.05% | 932 | +874 | 34.48% | Q1 2026 | Apr 22, 2026 |
| Elm Partners Management LLC | History | No change | 3,471 | 736 | 0.03% | 0.03% | 933 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 3,363 | 730 | 0.02% | 0.02% | 934 | -175 | -4.95% | Q1 2026 | Apr 30, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 3,355 | 728 | 0.08% | 0.08% | 935 | +16 | 0.48% | Q1 2026 | May 04, 2026 |
| Brooklyn Investment Group | History | Added to | 3,350 | 727 | 0.02% | 0.02% | 936 | +1,501 | 81.18% | Q1 2026 | Apr 29, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Added to | 3,304 | 717 | 0.48% | 0.47% | 937 | +19 | 0.58% | Q1 2026 | May 04, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 3,296 | 716 | 0.02% | 0.02% | 938 | +825 | 33.39% | Q1 2026 | Apr 17, 2026 |
| OFS Enterprise LLC | History | New | 3,283 | 713 | 0.21% | — | 941 | +3,283 | New | Q1 2026 | Apr 09, 2026 |
| Downshift Financial, LLC | History | Added to | 3,097 | 713 | 0.37% | 0.41% | 940 | +120 | 4.03% | Q1 2026 | Apr 29, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 3,282 | 713 | 0.08% | 0.08% | 939 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 3,281 | 712 | 0.02% | 0.02% | 942 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 3,272 | 710 | 0.05% | 0.05% | 943 | +172 | 5.55% | Q1 2026 | Apr 29, 2026 |
| Abbot Financial Management, Inc. | History | Added to | 3,264 | 709 | 0.3% | 0.29% | 944 | +1 | 0.03% | Q1 2026 | May 13, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 3,259 | 707 | 0.02% | 0.02% | 945 | -119 | -3.52% | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 3,324 | 705 | 0.02% | 0.02% | 946 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Essential Planning, LLC. | History | No change | 3,243 | 704 | 0.22% | 0.22% | 947 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 3,019 | 703 | 0.25% | 0.31% | 948 | -420 | -12.21% | Q1 2026 | May 08, 2026 |
| DGS Capital Management, LLC | History | Added to | 3,237 | 703 | 0.12% | 0.11% | 949 | +325 | 11.16% | Q1 2026 | Apr 28, 2026 |
| Sage Investment Counsel LLC | History | Added to | 3,234 | 702 | 0.78% | 0.65% | 950 | +451 | 16.21% | Q1 2026 | Apr 24, 2026 |
| AlTi Global, Inc. | History | New | 3,225 | 700 | 0.02% | — | 951 | +3,225 | New | Q1 2026 | May 07, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 3,217 | 698 | 0.38% | 0.37% | 953 | -105 | -3.16% | Q1 2026 | May 14, 2026 |
| Continuum Advisory, LLC | History | Reduced | 3,215 | 698 | 0.07% | 0.07% | 952 | -47 | -1.44% | Q1 2026 | Apr 22, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 3,207 | 696 | 0.06% | 0.05% | 954 | +106 | 3.42% | Q1 2026 | May 15, 2026 |
| Merited Wealth, LLC | History | Reduced | 3,189 | 692 | 0.57% | 0.68% | 955 | -272 | -7.86% | Q1 2026 | Apr 24, 2026 |
| Astra Wealth Partners LLC | History | No change | 3,180 | 690 | 0.41% | 0.4% | 956 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| K2 Financial Inc. | History | Added to | 2,953 | 683 | 0.5% | 0.48% | 958 | +140 | 4.98% | Q1 2026 | Apr 28, 2026 |
| Resolute Advisors LLC | History | Added to | 3,144 | 683 | 0.28% | 0.22% | 957 | +18 | 0.58% | Q1 2026 | May 07, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 3,140 | 682 | 0.02% | 0.02% | 960 | +3 | 0.1% | Q1 2026 | Apr 07, 2026 |
| Busey Bank | History | No change | 3,140 | 682 | 0.02% | 0.02% | 959 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Unconventional Investor, LLC | History | Added to | 3,134 | 680 | 0.32% | 0.31% | 961 | +18 | 0.58% | Q1 2026 | May 18, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 3,167 | 672 | 0.04% | 0.04% | 962 | +57 | 1.83% | Q1 2026 | May 14, 2026 |
| GREENWOOD GEARHART LLC | History | New | 3,089 | 671 | 0.04% | — | 964 | +3,089 | New | Q1 2026 | May 06, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 3,091 | 671 | 0.1% | 0.09% | 963 | +80 | 2.66% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 3,085 | 670 | 0.03% | 0.03% | 965 | +36 | 1.18% | Q1 2026 | Apr 28, 2026 |
| American Trust | History | Added to | 3,081 | 669 | 0.06% | 0.05% | 967 | +181 | 6.24% | Q1 2026 | May 01, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 3,080 | 669 | 0.01% | 0.01% | 966 | -38 | -1.22% | Q1 2026 | May 12, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 3,078 | 668 | 0.09% | 0.08% | 968 | +206 | 7.17% | Q1 2026 | Apr 27, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 3,074 | 667 | 0.4% | 0.42% | 970 | -111 | -3.49% | Q1 2026 | Apr 30, 2026 |
| Pointe Capital Management LLC | History | No change | 3,074 | 667 | 0.33% | 0.32% | 969 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 3,054 | 663 | 0.16% | 0.57% | 971 | -8,217 | -72.9% | Q1 2026 | May 14, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 3,039 | 660 | 0.24% | 0.21% | 972 | +239 | 8.54% | Q1 2026 | May 06, 2026 |
| LJI Wealth Management, LLC | History | Added to | 3,040 | 660 | 0.11% | 0.09% | 973 | +169 | 5.89% | Q1 2026 | May 04, 2026 |
| Dougherty Wealth Advisers LLC | History | Reduced | 3,036 | 659 | 0.42% | 0.43% | 974 | -578 | -15.99% | Q1 2026 | Apr 21, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 3,025 | 657 | 0.1% | 0.09% | 975 | +30 | 1.0% | Q1 2026 | Apr 08, 2026 |
| Elevated Financial Group LLC | History | Reduced | 3,023 | 656 | 0.21% | 0.22% | 977 | -41 | -1.34% | Q1 2026 | May 11, 2026 |
| Beckerman Institutional, LLC | History | No change | 3,024 | 656 | 0.35% | 0.36% | 976 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Wealth Management Nebraska | History | New | 3,016 | 655 | 0.07% | — | 979 | +3,016 | New | Q1 2026 | May 15, 2026 |
| Avant Financial Advisors LLC | History | No change | 3,018 | 655 | 0.46% | 0.46% | 978 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 3,015 | 654 | 0.03% | 0.03% | 981 | +44 | 1.48% | Q1 2026 | Apr 27, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 3,011 | 654 | 0.17% | 0.17% | 980 | -38 | -1.25% | Q1 2026 | May 01, 2026 |
| Woodside Wealth Management LLC | History | No change | 3,009 | 653 | 0.51% | 0.48% | 982 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Passumpsic Savings Bank | History | No change | 3,083 | 652 | 0.36% | 0.36% | 983 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 2,987 | 651 | 0.01% | 0.01% | 985 | -139 | -4.45% | Q1 2026 | May 14, 2026 |
| WEIK CAPITAL MANAGEMENT | History | No change | 3,000 | 651 | 0.26% | 0.24% | 984 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 2,993 | 650 | 0.03% | 0.03% | 986 | +31 | 1.05% | Q1 2026 | May 18, 2026 |
| Blom & Howell Financial Planning, Inc. | History | Reduced | 2,976 | 646 | 0.63% | 0.88% | 988 | -1,201 | -28.75% | Q1 2026 | Jul 10, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 2,975 | 646 | 0.01% | 0.01% | 987 | +584 | 24.42% | Q1 2026 | Apr 15, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 2,957 | 642 | 0.08% | 0.03% | 989 | +1,714 | 137.89% | Q1 2026 | Apr 16, 2026 |
| RHS Financial, LLC | History | Reduced | 2,942 | 639 | 0.3% | 0.32% | 990 | -155 | -5.0% | Q1 2026 | Apr 28, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 2,941 | 638 | 0.25% | 0.21% | 991 | -991 | -25.2% | Q1 2026 | May 06, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 2,938 | 638 | 0.43% | 0.45% | 992 | -79 | -2.62% | Q1 2026 | Apr 21, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 2,924 | 635 | 0.0% | 0.0% | 993 | -98 | -3.24% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,910 | 632 | 0.0% | 0.0% | 994 | +327 | 12.66% | Q1 2026 | May 08, 2026 |
| Community Bank, N.A. | History | No change | 2,905 | 631 | 0.08% | 0.07% | 995 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Provident Living Financial Services, Inc. | History | Added to | 2,903 | 630 | 0.7% | 0.6% | 996 | +18 | 0.62% | Q1 2026 | May 13, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 2,898 | 629 | 0.41% | 0.42% | 998 | +35 | 1.22% | Q1 2026 | Apr 23, 2026 |
| Gibson Capital, LLC | History | No change | 2,899 | 629 | 0.12% | 0.11% | 997 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 2,881 | 625 | 0.05% | 0.05% | 999 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 2,875 | 624 | 0.05% | 0.04% | 1000 | +431 | 17.64% | Q1 2026 | May 28, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Reduced | 2,684 | 623 | 0.32% | 0.42% | 1003 | -332 | -11.01% | Q1 2026 | May 18, 2026 |
| ERn Financial, LLC | History | Added to | 2,869 | 623 | 0.12% | 0.11% | 1001 | +87 | 3.13% | Q1 2026 | Apr 24, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 2,871 | 623 | 0.08% | 0.08% | 1002 | +38 | 1.34% | Q1 2026 | Apr 27, 2026 |
| Glenview Trust Co | History | Added to | 2,860 | 621 | 0.01% | 0.01% | 1004 | +174 | 6.48% | Q1 2026 | May 08, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 2,854 | 620 | 0.14% | 0.13% | 1005 | -41 | -1.42% | Q1 2026 | Apr 10, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 2,850 | 619 | 0.07% | 0.07% | 1006 | -29 | -1.01% | Q1 2026 | May 11, 2026 |
| Strathmore Capital Advisors, Inc. | History | Reduced | 2,674 | 617 | 0.17% | 0.22% | 1007 | -568 | -17.52% | Q1 2026 | Apr 27, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 2,828 | 614 | 0.18% | 0.19% | 1008 | -141 | -4.75% | Q1 2026 | Apr 20, 2026 |
| Investmark Advisory Group LLC | History | Added to | 2,821 | 613 | 0.26% | 0.25% | 1009 | +100 | 3.68% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | Reduced | 2,820 | 612 | 0.12% | 0.14% | 1010 | -166 | -5.56% | Q1 2026 | May 13, 2026 |
| GODSEY & GIBB, INC | History | Added to | 2,816 | 611 | 0.05% | 0.05% | 1011 | +20 | 0.72% | Q1 2026 | Apr 20, 2026 |
| FWG Investments, LLC. | History | Added to | 2,808 | 610 | 0.39% | 0.38% | 1012 | +12 | 0.43% | Q1 2026 | Apr 21, 2026 |
| Bowman & Co S.C. | History | No change | 2,871 | 608 | 0.26% | 0.26% | 1013 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Lakewood Asset Management LLC | History | Reduced | 2,778 | 603 | 0.39% | 0.36% | 1014 | -136 | -4.67% | Q1 2026 | Apr 22, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 2,775 | 602 | 0.02% | 0.03% | 1015 | -137 | -4.7% | Q1 2026 | Apr 28, 2026 |
| Empirical Asset Management, LLC | History | No change | 2,765 | 600 | 0.16% | 0.17% | 1016 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Avant Capital LLC | History | Reduced | 2,756 | 598 | 0.42% | 0.47% | 1017 | -487 | -15.02% | Q1 2026 | May 12, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 2,749 | 597 | 0.05% | 0.05% | 1018 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 2,741 | 595 | 0.08% | 0.09% | 1021 | -296 | -9.75% | Q1 2026 | May 11, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Reduced | 2,739 | 595 | 0.26% | 0.26% | 1019 | -56 | -2.0% | Q1 2026 | Apr 29, 2026 |
| POTENTIA WEALTH | History | No change | 2,739 | 595 | 0.23% | 0.21% | 1020 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Reduced | 2,550 | 592 | 0.24% | 0.25% | 1022 | -17 | -0.66% | Q1 2026 | Apr 22, 2026 |
| Carnegie Investment Counsel | History | Added to | 2,721 | 591 | 0.01% | 0.01% | 1023 | +375 | 15.98% | Q1 2026 | May 01, 2026 |
| Windsor Advisory Group, LLC | History | No change | 2,720 | 590 | 0.49% | 0.51% | 1024 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 2,714 | 589 | 0.01% | 0.0% | 1025 | +1,275 | 88.6% | Q1 2026 | May 15, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 2,711 | 588 | 0.2% | 0.09% | 1026 | +1,613 | 146.9% | Q1 2026 | May 14, 2026 |
| Tactive Advisors, LLC | History | Reduced | 2,698 | 586 | 0.17% | 0.2% | 1027 | -566 | -17.34% | Q1 2026 | Apr 16, 2026 |
| Frederick Financial Consultants, LLC | History | No change | 2,700 | 586 | 0.29% | 0.31% | 1028 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 2,696 | 585 | 0.21% | 0.21% | 1029 | -101 | -3.61% | Q1 2026 | May 08, 2026 |
| AVISO WEALTH MANAGEMENT | History | No change | 2,685 | 583 | 0.26% | 0.24% | 1030 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Apollon Financial, LLC | History | Added to | 2,677 | 581 | 0.08% | 0.08% | 1031 | +4 | 0.15% | Q1 2026 | Apr 22, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 2,669 | 579 | 0.0% | 0.0% | 1032 | -236 | -8.12% | Q1 2026 | May 15, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 2,531 | 579 | 0.17% | 0.18% | 1033 | -6 | -0.24% | Q1 2026 | Apr 30, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | Added to | 2,666 | 579 | 0.48% | 0.47% | 1034 | +5 | 0.19% | Q1 2026 | May 08, 2026 |
| Greenline Partners, LLC | History | No change | 2,660 | 577 | 0.06% | 0.06% | 1035 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 2,648 | 575 | 0.09% | 0.09% | 1036 | +1 | 0.04% | Q1 2026 | May 06, 2026 |
| Diversified Trust Co | History | Added to | 2,639 | 573 | 0.01% | 0.01% | 1038 | +921 | 53.61% | Q1 2026 | Apr 16, 2026 |
| WoodTrust Financial Corp | History | Reduced | 2,638 | 573 | 0.07% | 0.08% | 1039 | -431 | -14.04% | Q1 2026 | May 06, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 2,514 | 573 | 0.16% | 0.16% | 1037 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Hexagon Capital Partners LLC | History | New | 2,633 | 572 | 0.08% | — | 1042 | +2,633 | New | Q1 2026 | May 04, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,637 | 572 | 0.05% | 0.05% | 1041 | -88 | -3.23% | Q1 2026 | Apr 30, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 2,635 | 572 | 0.03% | 0.03% | 1040 | -6 | -0.23% | Q1 2026 | May 01, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 2,627 | 570 | 0.3% | 0.33% | 1043 | -234 | -8.18% | Q1 2026 | Apr 24, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 2,617 | 568 | 0.01% | 0.01% | 1044 | +328 | 14.33% | Q1 2026 | May 11, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | Reduced | 2,615 | 568 | 0.55% | 0.55% | 1045 | -5 | -0.19% | Q1 2026 | Jun 11, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 2,610 | 567 | 0.08% | 0.08% | 1046 | +10 | 0.38% | Q1 2026 | May 08, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 2,606 | 566 | 0.26% | 0.22% | 1047 | -294 | -10.14% | Q1 2026 | May 05, 2026 |
| Smith Thornton Advisors LLC | History | No change | 2,602 | 565 | 0.28% | 0.28% | 1048 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Dala Group, LLC | History | Reduced | 2,601 | 562 | 0.47% | 0.99% | 1049 | -2,812 | -51.95% | Q1 2026 | Jun 01, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 2,577 | 559 | 0.03% | 0.07% | 1050 | -2,240 | -46.5% | Q1 2026 | Apr 28, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 2,574 | 559 | 0.44% | 0.44% | 1051 | -42 | -1.61% | Q1 2026 | Apr 21, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 2,568 | 557 | 0.04% | 0.2% | 1052 | -11,144 | -81.27% | Q1 2026 | Apr 20, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 2,619 | 554 | 0.34% | 0.34% | 1053 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 2,522 | 547 | 0.03% | 0.04% | 1054 | -475 | -15.85% | Q1 2026 | May 05, 2026 |
| McMill Wealth Management | History | Added to | 2,520 | 547 | 0.15% | 0.15% | 1055 | +4 | 0.16% | Q1 2026 | May 13, 2026 |
| Guardian Wealth Management, Inc. | History | Reduced | 2,502 | 543 | 0.3% | 0.32% | 1056 | -41 | -1.61% | Q1 2026 | May 08, 2026 |
| Leo H. Evart, Inc. | History | New | 2,491 | 541 | 0.46% | — | 1058 | +2,491 | New | Q1 2026 | May 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 2,492 | 541 | 0.01% | 0.01% | 1057 | -135 | -5.14% | Q1 2026 | Apr 21, 2026 |
| Family Investment Center, Inc. | History | Reduced | 2,479 | 538 | 0.1% | 0.11% | 1059 | -191 | -7.15% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 2,469 | 536 | 0.16% | 0.12% | 1060 | +487 | 24.57% | Q1 2026 | Apr 22, 2026 |
| DeLarme Wealth Management, Inc. | History | Reduced | 2,464 | 535 | 0.34% | 0.37% | 1062 | -22 | -0.88% | Q1 2026 | Apr 23, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 2,467 | 535 | 0.18% | 0.18% | 1061 | +6 | 0.24% | Q1 2026 | Apr 09, 2026 |
| SCS Capital Management LLC | History | Reduced | 2,459 | 534 | 0.01% | 0.01% | 1063 | -294 | -10.68% | Q1 2026 | May 11, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 2,459 | 534 | 0.14% | 0.13% | 1064 | -45 | -1.8% | Q1 2026 | Apr 28, 2026 |
| Red Wave Investments LLC | History | Reduced | 2,454 | 533 | 0.16% | 0.15% | 1065 | -8 | -0.32% | Q1 2026 | May 08, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 2,455 | 533 | 0.02% | 0.02% | 1066 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Manske Wealth Management | History | Added to | 2,450 | 532 | 0.15% | 0.07% | 1067 | +1,363 | 125.39% | Q1 2026 | Apr 30, 2026 |
| XY Planning Network, Inc. | History | Reduced | 2,436 | 531 | 0.08% | 0.11% | 1068 | -559 | -18.66% | Q1 2026 | Apr 14, 2026 |
| HighPoint Advisor Group LLC | History | New | 2,431 | 528 | 0.02% | — | 1069 | +2,431 | New | Q1 2026 | May 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 2,418 | 525 | 0.03% | 0.03% | 1070 | -382 | -13.64% | Q1 2026 | May 14, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 2,418 | 525 | 0.11% | 0.11% | 1071 | -58 | -2.34% | Q1 2026 | Apr 14, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 2,404 | 522 | 0.05% | 0.05% | 1072 | -7 | -0.29% | Q1 2026 | May 12, 2026 |
| TSFG, LLC | History | No change | 2,398 | 521 | 0.08% | 0.08% | 1073 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| GreatBanc Trust CO | History | Reduced | 2,390 | 519 | 0.36% | 0.41% | 1074 | -365 | -13.25% | Q1 2026 | Apr 30, 2026 |
| Rinkey Investments | History | No change | 2,392 | 519 | 0.13% | 0.13% | 1075 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Fort Sheridan Advisors LLC | History | New | 2,385 | 518 | 0.06% | — | 1077 | +2,385 | New | Q1 2026 | May 06, 2026 |
| Valmark Advisers, Inc. | History | Added to | 2,387 | 518 | 0.01% | 0.01% | 1076 | +22 | 0.93% | Q1 2026 | May 01, 2026 |
| Manuka Financial, LLC | History | No change | 2,380 | 516 | 0.32% | 0.31% | 1078 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 2,373 | 515 | 0.14% | 0.19% | 1080 | +28 | 1.19% | Q1 2026 | Apr 29, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 2,373 | 515 | 0.35% | 0.31% | 1079 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Legacy Private Trust Co. | History | Added to | 2,367 | 514 | 0.03% | 0.03% | 1081 | +16 | 0.68% | Q1 2026 | Apr 07, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 2,355 | 511 | 0.2% | 0.21% | 1082 | -121 | -4.89% | Q1 2026 | May 01, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Reduced | 2,341 | 508 | 0.25% | 0.22% | 1083 | -4 | -0.17% | Q1 2026 | May 08, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | History | Added to | 2,335 | 507 | 0.03% | 0.03% | 1084 | +13 | 0.56% | Q1 2026 | Apr 14, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 2,397 | 507 | 0.06% | 0.06% | 1085 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Added to | 2,330 | 506 | 0.37% | 0.37% | 1086 | +4 | 0.17% | Q1 2026 | Apr 09, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 2,311 | 503 | 0.02% | 0.02% | 1087 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 2,313 | 502 | 0.01% | 0.01% | 1090 | +429 | 22.77% | Q1 2026 | May 07, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Reduced | 2,312 | 502 | 0.29% | 0.28% | 1089 | -9 | -0.39% | Q1 2026 | Apr 09, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 2,311 | 502 | 0.02% | 0.02% | 1088 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Round Rock Advisors LLC | History | Reduced | 2,309 | 501 | 0.08% | 0.07% | 1091 | -25 | -1.07% | Q1 2026 | May 15, 2026 |
| West Financial Advisors, LLC | History | No change | 2,303 | 500 | 0.08% | 0.08% | 1092 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| AIMZ Investment Advisors, LLC | History | Reduced | 2,300 | 499 | 0.15% | 0.14% | 1093 | -25 | -1.08% | Q1 2026 | May 15, 2026 |
| Exchange Bank | History | Added to | 2,293 | 498 | 0.35% | 0.32% | 1094 | +94 | 4.27% | Q1 2026 | Apr 08, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 2,290 | 497 | 0.08% | 0.07% | 1095 | +300 | 15.08% | Q1 2026 | May 08, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 2,260 | 491 | 0.02% | 0.02% | 1096 | +4 | 0.18% | Q1 2026 | May 04, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 2,256 | 490 | 0.23% | 0.21% | 1097 | +117 | 5.47% | Q1 2026 | Apr 08, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 2,249 | 488 | 0.36% | 0.36% | 1099 | -79 | -3.39% | Q1 2026 | Apr 17, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 2,247 | 488 | 0.03% | 0.03% | 1098 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 2,244 | 487 | 0.13% | 0.14% | 1100 | -198 | -8.11% | Q1 2026 | Apr 21, 2026 |
| FIDELITY D & D BANCORP INC | History | Reduced | 2,239 | 486 | 0.19% | 0.21% | 1101 | -27 | -1.19% | Q1 2026 | Apr 30, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 2,221 | 482 | 0.03% | 0.02% | 1102 | +720 | 47.97% | Q1 2026 | May 12, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 2,222 | 482 | 0.11% | 0.13% | 1103 | -428 | -16.15% | Q1 2026 | May 08, 2026 |
| Apeiron RIA LLC | History | Added to | 2,213 | 480 | 0.11% | 0.09% | 1105 | +5 | 0.23% | Q1 2026 | Apr 27, 2026 |
| IPG Investment Advisors LLC | History | No change | 2,211 | 480 | 0.08% | 0.08% | 1104 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DOLIVER ADVISORS, LP | History | New | 2,208 | 479 | 0.11% | — | 1106 | +2,208 | New | Q1 2026 | Apr 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 2,201 | 478 | 0.0% | 0.0% | 1107 | -1,411 | -39.06% | Q1 2026 | Apr 29, 2026 |
| BEARING POINT CAPITAL, LLC | History | Reduced | 2,200 | 477 | 0.07% | 0.07% | 1109 | -18 | -0.81% | Q1 2026 | May 07, 2026 |
| Coastwise Capital Group, LLC | History | Added to | 2,197 | 477 | 0.26% | 0.23% | 1108 | +11 | 0.5% | Q1 2026 | May 07, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,186 | 474 | 0.05% | 0.06% | 1110 | +31 | 1.44% | Q1 2026 | Apr 06, 2026 |
| Align Financial, LLC | History | Reduced | 2,178 | 473 | 0.27% | 0.27% | 1111 | -457,758 | -99.53% | Q1 2026 | May 08, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,172 | 471 | 0.01% | 0.01% | 1112 | +17 | 0.79% | Q1 2026 | Apr 27, 2026 |
| Root Financial Partners, LLC | History | Reduced | 2,159 | 469 | 0.02% | 0.02% | 1113 | -19 | -0.87% | Q1 2026 | Apr 24, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 2,155 | 468 | 0.07% | 0.07% | 1114 | -5 | -0.23% | Q1 2026 | Apr 17, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | New | 2,154 | 467 | 0.07% | — | 1115 | +2,154 | New | Q1 2026 | May 15, 2026 |
| Ariadne Wealth Management, LP | History | No change | 2,145 | 466 | 0.21% | 0.2% | 1116 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 2,120 | 460 | 0.07% | 0.07% | 1117 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 2,113 | 458 | 0.06% | 0.06% | 1118 | +4 | 0.19% | Q1 2026 | Apr 17, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Reduced | 2,106 | 457 | 0.28% | 0.27% | 1119 | -11 | -0.52% | Q1 2026 | Apr 27, 2026 |
| Iowa State Bank | History | Reduced | 2,099 | 456 | 0.08% | 0.1% | 1120 | -432 | -17.07% | Q1 2026 | Apr 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 2,096 | 455 | 0.03% | 0.03% | 1121 | -212 | -9.19% | Q1 2026 | May 05, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 2,096 | 455 | 0.08% | 0.08% | 1122 | -66 | -3.05% | Q1 2026 | Apr 23, 2026 |
| CEERA INVESTMENTS, LLC | History | Added to | 2,093 | 454 | 0.2% | 0.16% | 1123 | +115 | 5.81% | Q1 2026 | May 06, 2026 |
| JMN Financial LLC | History | Added to | 2,072 | 450 | 0.44% | 0.42% | 1124 | +59 | 2.93% | Q1 2026 | May 15, 2026 |
| Synergy Asset Management, LLC | History | Added to | 2,065 | 448 | 0.05% | 0.02% | 1125 | +974 | 89.28% | Q1 2026 | May 13, 2026 |
| Financial Futures Ltd Liability Co. | History | Reduced | 2,066 | 448 | 0.2% | 0.2% | 1126 | -21 | -1.01% | Q1 2026 | Apr 22, 2026 |
| Callan Family Office, LLC | History | Reduced | 2,060 | 447 | 0.01% | 0.01% | 1128 | -60 | -2.83% | Q1 2026 | May 13, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 2,058 | 447 | 0.19% | 0.21% | 1127 | +20 | 0.98% | Q1 2026 | Apr 24, 2026 |
| Copia Wealth Management | History | Reduced | 2,056 | 446 | 0.31% | 0.4% | 1129 | -602 | -22.65% | Q1 2026 | May 04, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 2,040 | 443 | 0.16% | 0.16% | 1130 | -31 | -1.5% | Q1 2026 | Apr 14, 2026 |
| Prospect Financial Services LLC | History | Added to | 2,035 | 442 | 0.27% | 0.17% | 1132 | +622 | 44.02% | Q1 2026 | Apr 24, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | Reduced | 2,035 | 442 | 0.03% | 0.03% | 1131 | -105 | -4.91% | Q1 2026 | May 21, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 2,027 | 440 | 0.16% | 0.19% | 1134 | -550 | -21.34% | Q1 2026 | May 11, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 2,027 | 440 | 0.03% | 0.03% | 1133 | +163 | 8.74% | Q1 2026 | Apr 22, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 2,024 | 439 | 0.2% | — | 1139 | +2,024 | New | Q1 2026 | Apr 15, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 2,022 | 439 | 0.04% | 0.03% | 1136 | +3 | 0.15% | Q1 2026 | Apr 06, 2026 |
| VILLERE ST DENIS J & CO LLC | History | No change | 2,022 | 439 | 0.05% | 0.04% | 1135 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 2,021 | 439 | 0.29% | 0.28% | 1137 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Ballentine Capital Advisors, Inc | History | No change | 2,022 | 439 | 0.18% | 0.18% | 1138 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 2,013 | 437 | 0.12% | 0.12% | 1140 | +11 | 0.55% | Q1 2026 | Apr 28, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 2,009 | 436 | 0.01% | 0.01% | 1141 | -36 | -1.76% | Q1 2026 | Apr 17, 2026 |
| Rathbones Group PLC | History | No change | 2,000 | 434 | 0.0% | 0.0% | 1142 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BANTAMAC CAPITAL, LLC | History | No change | 2,000 | 434 | 0.23% | 0.2% | 1143 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Athena Investment Management | History | No change | 1,998 | 434 | 0.23% | 0.22% | 1144 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 1,994 | 433 | 0.02% | 0.02% | 1145 | +88 | 4.62% | Q1 2026 | May 07, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 1,995 | 433 | 0.04% | 0.04% | 1146 | -1 | -0.05% | Q1 2026 | Apr 27, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | New | 1,992 | 432 | 0.22% | — | 1148 | +1,992 | New | Q1 2026 | May 15, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 1,989 | 432 | 0.13% | 0.13% | 1147 | -68 | -3.31% | Q1 2026 | Apr 17, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | Added to | 1,984 | 431 | 0.21% | 0.1% | 1149 | +1,030 | 107.97% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,985 | 431 | 0.01% | 0.01% | 1150 | +196 | 10.96% | Q1 2026 | Apr 07, 2026 |
| Accredited Investors Inc. | History | Added to | 1,983 | 430 | 0.02% | 0.02% | 1151 | +40 | 2.06% | Q1 2026 | Apr 30, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 1,976 | 429 | 0.01% | 0.01% | 1152 | +323 | 19.54% | Q1 2026 | May 01, 2026 |
| South Shore Capital Advisors | History | Reduced | 1,979 | 429 | 0.31% | 0.31% | 1153 | -30 | -1.49% | Q1 2026 | Apr 28, 2026 |
| Gemmer Asset Management LLC | History | Added to | 1,962 | 426 | 0.03% | 0.03% | 1154 | +7 | 0.36% | Q1 2026 | Apr 22, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 1,963 | 426 | 0.01% | 0.01% | 1155 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 1,821 | 425 | 0.01% | 0.01% | 1156 | +8 | 0.44% | Q1 2026 | May 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 1,955 | 424 | 0.05% | 0.05% | 1157 | -165 | -7.78% | Q1 2026 | May 05, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 1,955 | 424 | 0.11% | 0.11% | 1158 | +19 | 0.98% | Q1 2026 | Apr 15, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Reduced | 1,946 | 422 | 0.12% | 0.11% | 1159 | -66 | -3.28% | Q1 2026 | May 11, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Added to | 1,945 | 422 | 0.2% | 0.19% | 1161 | +11 | 0.57% | Q1 2026 | May 08, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 1,945 | 422 | 0.13% | 0.13% | 1160 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Investment Insight Wealth Management, LLC | History | Added to | 1,939 | 421 | 0.45% | 0.4% | 1162 | +4 | 0.21% | Q1 2026 | Apr 29, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 1,926 | 418 | 0.09% | 0.09% | 1163 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BCR Wealth Strategies, LLC | History | Reduced | 1,919 | 416 | 0.13% | 0.22% | 1164 | -1,168 | -37.84% | Q1 2026 | May 01, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 1,909 | 415 | 0.11% | 0.1% | 1167 | -120 | -5.91% | Q1 2026 | Apr 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 1,912 | 415 | 0.0% | 0.0% | 1165 | -5 | -0.26% | Q1 2026 | May 14, 2026 |
| Skyline Advisors, Inc. | History | No change | 1,911 | 415 | 0.14% | 0.13% | 1166 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Argentarii, LLC | History | Added to | 1,898 | 412 | 0.14% | 0.12% | 1169 | +156 | 8.96% | Q1 2026 | May 12, 2026 |
| Aspen Grove Capital, LLC | History | No change | 1,900 | 412 | 0.08% | 0.07% | 1168 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| REXFORD CAPITAL INC | History | No change | 1,900 | 412 | 0.29% | 0.3% | 1170 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Pacific Park Financial, Inc. | History | New | 1,887 | 409 | 0.27% | — | 1171 | +1,887 | New | Q1 2026 | Apr 21, 2026 |
| Invst, LLC | History | Added to | 1,874 | 407 | 0.05% | 0.04% | 1172 | +232 | 14.13% | Q1 2026 | May 13, 2026 |
| TritonPoint Partners, LLC | History | Reduced | 1,877 | 407 | 0.15% | 0.24% | 1173 | -208 | -9.98% | Q1 2026 | Apr 28, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 1,873 | 406 | 0.04% | 0.04% | 1174 | -107 | -5.4% | Q1 2026 | Apr 15, 2026 |
| Ridgewood Investments LLC | History | New | 1,861 | 404 | 0.17% | — | 1175 | +1,861 | New | Q1 2026 | Apr 03, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 1,850 | 401 | 0.05% | 0.05% | 1176 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cypress Wealth Services, LLC | History | No change | 1,844 | 400 | 0.06% | 0.05% | 1177 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 1,837 | 399 | 0.01% | 0.01% | 1178 | -89 | -4.62% | Q1 2026 | May 12, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 1,837 | 399 | 0.19% | 0.19% | 1182 | +20 | 1.1% | Q1 2026 | May 05, 2026 |
| Investments & Financial Planning, LLC | History | Reduced | 1,839 | 399 | 0.22% | 0.21% | 1179 | -8 | -0.43% | Q1 2026 | May 11, 2026 |
| CGC Financial Services, LLC | History | No change | 1,841 | 399 | 0.12% | 0.1% | 1180 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Solutions 4 Wealth, Ltd | History | No change | 1,841 | 399 | 0.6% | 0.59% | 1181 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 1,835 | 398 | 0.09% | 0.09% | 1183 | -223 | -10.84% | Q1 2026 | Apr 13, 2026 |
| Old North State Wealth Management, LLC | History | Reduced | 1,825 | 397 | 0.18% | 0.18% | 1185 | -6 | -0.33% | Q1 2026 | Apr 17, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,812 | 397 | 0.01% | 0.01% | 1184 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Evercore Wealth Management, LLC | History | No change | 1,827 | 396 | 0.01% | 0.01% | 1186 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Next Level Private LLC | History | Added to | 1,819 | 395 | 0.09% | 0.1% | 1187 | +6 | 0.33% | Q1 2026 | Apr 23, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 1,856 | 392 | 0.02% | 0.02% | 1188 | -56 | -2.93% | Q1 2026 | Apr 08, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 1,803 | 391 | 0.03% | 0.03% | 1189 | +30 | 1.69% | Q1 2026 | May 01, 2026 |
| MWA Asset Management | History | Added to | 1,794 | 389 | 0.21% | 0.21% | 1191 | +14 | 0.79% | Q1 2026 | May 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,791 | 389 | 0.04% | 0.04% | 1190 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Uptown Financial Advisors LLC | History | No change | 1,788 | 388 | 0.31% | 0.27% | 1192 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GUIDANCE CAPITAL, INC | History | Reduced | 1,670 | 387 | 0.09% | 0.11% | 1193 | -239 | -12.52% | Q1 2026 | May 08, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 1,781 | 386 | 0.11% | 0.1% | 1194 | +73 | 4.27% | Q1 2026 | Apr 16, 2026 |
| Carnegie Lake Advisors LLC | History | Reduced | 1,775 | 385 | 0.15% | 0.15% | 1195 | -50 | -2.74% | Q1 2026 | Apr 29, 2026 |
| NWF Advisory Services Inc. | History | No change | 1,773 | 385 | 0.04% | 0.04% | 1196 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 1,763 | 383 | 0.04% | 0.04% | 1197 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 1,755 | 381 | 0.02% | 0.02% | 1198 | +522 | 42.34% | Q1 2026 | May 15, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 1,746 | 379 | 0.04% | 0.04% | 1199 | +18 | 1.04% | Q1 2026 | May 05, 2026 |
| Cove Private Wealth, LLC | History | Reduced | 1,740 | 378 | 0.09% | 0.39% | 1201 | -4,425 | -71.78% | Q1 2026 | May 13, 2026 |
| Stewardship Advisors, LLC | History | Added to | 1,740 | 378 | 0.09% | 0.07% | 1200 | +236 | 15.69% | Q1 2026 | Apr 17, 2026 |
| Ethos Financial Group, LLC | History | New | 1,735 | 376 | 0.03% | — | 1203 | +1,735 | New | Q1 2026 | May 05, 2026 |
| Essential Partners LLC | History | Added to | 1,733 | 376 | 0.13% | 0.11% | 1202 | +59 | 3.52% | Q1 2026 | May 21, 2026 |
| Cadence Bank | History | No change | 1,773 | 375 | 0.02% | 0.02% | 1204 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| New Hampshire Trust | History | Added to | 1,723 | 374 | 0.08% | 0.07% | 1205 | +35 | 2.07% | Q1 2026 | Apr 20, 2026 |
| Williams Jones Wealth Management, LLC. | History | New | 1,721 | 373 | 0.0% | — | 1206 | +1,721 | New | Q1 2026 | May 05, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 1,715 | 372 | 0.03% | 0.02% | 1207 | +211 | 14.03% | Q1 2026 | Apr 13, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 1,705 | 370 | 0.02% | 0.02% | 1208 | +4 | 0.24% | Q1 2026 | Apr 30, 2026 |
| Berman McAleer LLC | History | No change | 1,706 | 370 | 0.05% | 0.05% | 1209 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Argent Advisors, Inc. | History | Added to | 1,700 | 369 | 0.1% | 0.09% | 1210 | +200 | 13.33% | Q1 2026 | Apr 24, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 1,703 | 369 | 0.21% | 0.21% | 1211 | +7 | 0.41% | Q1 2026 | Apr 10, 2026 |
| Seed Wealth Management, Inc. | History | No change | 1,700 | 369 | 0.25% | 0.25% | 1212 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | Added to | 1,695 | 368 | 0.19% | 0.06% | 1213 | +1,189 | 234.98% | Q1 2026 | May 13, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 1,697 | 368 | 0.11% | 0.1% | 1214 | +121 | 7.68% | Q1 2026 | Apr 20, 2026 |
| TPG Advisors LLC | History | No change | 1,696 | 368 | 0.23% | 0.22% | 1215 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PFG Investments, LLC | History | Added to | 1,693 | 367 | 0.02% | 0.02% | 1216 | +105 | 6.61% | Q1 2026 | Apr 27, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 1,686 | 366 | 0.01% | 0.01% | 1217 | +17 | 1.02% | Q1 2026 | May 15, 2026 |
| Brightwater Advisory LLC | History | Reduced | 1,688 | 366 | 0.24% | 0.24% | 1219 | -15 | -0.88% | Q1 2026 | Apr 30, 2026 |
| Vantage Financial Partners, LLC | History | No change | 1,729 | 366 | 0.07% | 0.07% | 1218 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sonoma Private Wealth LLC | History | Reduced | 1,683 | 365 | 0.45% | 0.44% | 1220 | -54 | -3.11% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | No change | 1,670 | 362 | 0.0% | 0.0% | 1221 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WEST BANCORPORATION INC | History | New | 1,662 | 361 | 0.18% | — | 1223 | +1,662 | New | Q1 2026 | Apr 23, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 1,663 | 361 | 0.0% | 0.0% | 1222 | -115 | -6.47% | Q1 2026 | May 05, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 1,657 | 359 | 0.04% | 0.04% | 1225 | +10 | 0.61% | Q1 2026 | May 08, 2026 |
| JAG CAPITAL MANAGEMENT, LLC | History | No change | 1,655 | 359 | 0.04% | 0.04% | 1224 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BWM Planning, LLC | History | No change | 1,655 | 359 | 0.09% | 0.09% | 1226 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Aureus Asset Management, LLC | History | New | 1,641 | 356 | 0.02% | — | 1227 | +1,641 | New | Q1 2026 | May 13, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 1,635 | 355 | 0.15% | 0.12% | 1228 | +314 | 23.77% | Q1 2026 | Apr 07, 2026 |
| SEMITAM BONAM LLC | History | No change | 1,630 | 354 | 0.29% | 0.29% | 1229 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Curated Wealth Partners LLC | History | Reduced | 1,628 | 353 | 0.04% | 0.04% | 1230 | -300 | -15.56% | Q1 2026 | Apr 09, 2026 |
| Annandale Capital, LLC | History | No change | 1,625 | 353 | 0.05% | 0.04% | 1231 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Murphy Pohlad Asset Management LLC | History | Added to | 1,624 | 352 | 0.13% | 0.11% | 1233 | +241 | 17.43% | Q1 2026 | Apr 14, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 1,623 | 352 | 0.0% | 0.0% | 1232 | +239 | 17.27% | Q1 2026 | May 15, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 1,621 | 352 | 0.01% | 0.01% | 1234 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 1,619 | 351 | 0.01% | 0.01% | 1235 | -13 | -0.8% | Q1 2026 | May 11, 2026 |
| Procyon Advisors, LLC | History | Reduced | 1,603 | 348 | 0.02% | 0.03% | 1236 | -1,169 | -42.17% | Q1 2026 | May 04, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 1,601 | 347 | 0.07% | 0.08% | 1238 | -183 | -10.26% | Q1 2026 | May 12, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 1,598 | 347 | 0.02% | 0.02% | 1237 | -13 | -0.81% | Q1 2026 | Apr 23, 2026 |
| Berger Financial Group, Inc | History | Added to | 1,597 | 346 | 0.02% | 0.01% | 1241 | +396 | 32.97% | Q1 2026 | Apr 28, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 1,591 | 346 | 0.02% | 0.02% | 1239 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 1,593 | 346 | 0.03% | 0.03% | 1240 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Mosley Wealth Management | History | Reduced | 1,651 | 344 | 0.16% | 0.19% | 1243 | -283 | -14.63% | Q1 2026 | Apr 27, 2026 |
| BARLOW WEALTH PARTNERS, LLC | History | No change | 1,482 | 344 | 0.04% | 0.04% | 1242 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| EASTERN BANK | History | Added to | 1,583 | 343 | 0.01% | 0.0% | 1245 | +1,135 | 253.35% | Q1 2026 | Apr 07, 2026 |
| 1ST SOURCE BANK | History | No change | 1,583 | 343 | 0.02% | 0.02% | 1244 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GFS Advisors, LLC | History | Added to | 31,800 | 341 | 0.04% | 0.17% | 1246 | +25,036 | 370.14% | Q1 2026 | Apr 30, 2026 |
| Columbia Asset Management | History | No change | 1,573 | 341 | 0.06% | 0.06% | 1247 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Keystone Financial Group | History | Added to | 1,568 | 340 | 0.02% | 0.02% | 1249 | +15 | 0.97% | Q1 2026 | May 13, 2026 |
| Capasso Planning Partners LLC | History | Added to | 1,568 | 340 | 0.18% | 0.18% | 1251 | +3 | 0.19% | Q1 2026 | May 27, 2026 |
| Dakota Wealth Management | History | No change | 1,570 | 340 | 0.01% | 0.01% | 1248 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 1,535 | 340 | 0.02% | 0.02% | 1250 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| North Capital, Inc. | History | Added to | 1,564 | 339 | 0.29% | 0.28% | 1252 | +9 | 0.58% | Q1 2026 | Apr 30, 2026 |
| LongView Wealth Management | History | Reduced | 1,483 | 338 | 0.08% | 0.25% | 1253 | -3,125 | -67.82% | Q1 2026 | Apr 15, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 1,554 | 337 | 0.02% | 0.19% | 1254 | +9 | 0.58% | Q1 2026 | Apr 16, 2026 |
| MOR Wealth Management, LLC | History | No change | 1,555 | 337 | 0.15% | 0.15% | 1255 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| LWM ADVISORS INC | History | Added to | 1,547 | 336 | 0.29% | 0.29% | 1256 | +3 | 0.19% | Q1 2026 | Apr 10, 2026 |
| Performance Wealth Partners, LLC | History | Added to | 1,539 | 334 | 0.01% | 0.01% | 1257 | +488 | 46.43% | Q1 2026 | Apr 10, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 1,536 | 333 | 0.17% | 0.24% | 1259 | -726 | -32.1% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 1,535 | 333 | 0.0% | 0.0% | 1258 | -415 | -21.28% | Q1 2026 | May 04, 2026 |
| Vantage Point Financial LLC | History | Reduced | 1,534 | 333 | 0.12% | 0.13% | 1261 | -220 | -12.54% | Q1 2026 | May 01, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 1,534 | 333 | 0.19% | 0.18% | 1262 | -11 | -0.71% | Q1 2026 | May 14, 2026 |
| Gilliland Jeter Wealth Management LLC | History | No change | 1,536 | 333 | 0.1% | 0.1% | 1260 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GM Advisory Group, LLC | History | Reduced | 1,525 | 331 | 0.01% | 0.02% | 1263 | -302 | -16.53% | Q1 2026 | Apr 28, 2026 |
| Montis Financial, LLC | History | Reduced | 1,516 | 329 | 0.07% | 0.1% | 1265 | -845 | -35.79% | Q1 2026 | May 11, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 1,555 | 329 | 0.09% | 0.09% | 1264 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 1,505 | 327 | 0.05% | 0.05% | 1266 | -5 | -0.33% | Q1 2026 | Apr 09, 2026 |
| New Covenant Trust Company, N.A. | History | Reduced | 1,499 | 325 | 0.29% | 0.31% | 1268 | -92 | -5.78% | Q1 2026 | Apr 17, 2026 |
| My Personal CFO, LLC | History | Added to | 1,500 | 325 | 0.14% | 0.13% | 1267 | +4 | 0.27% | Q1 2026 | Apr 21, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 1,490 | 323 | 0.3% | 0.28% | 1269 | -27 | -1.78% | Q1 2026 | Apr 29, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 1,490 | 323 | 0.15% | 0.17% | 1270 | +4 | 0.27% | Q1 2026 | Apr 14, 2026 |
| Pearl Planning LLC | History | No change | 1,490 | 323 | 0.17% | 0.19% | 1271 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 1,486 | 322 | 0.02% | 0.02% | 1273 | -140 | -8.61% | Q1 2026 | Apr 21, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 1,432 | 322 | 0.09% | 0.08% | 1272 | +2 | 0.14% | Q1 2026 | Apr 30, 2026 |
| Keel Point, LLC | History | Reduced | 1,481 | 321 | 0.02% | 0.02% | 1274 | -77 | -4.94% | Q1 2026 | May 29, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 1,475 | 320 | 0.02% | 0.02% | 1275 | +1 | 0.07% | Q1 2026 | May 15, 2026 |
| AA Financial Advisors, LLC | History | New | 1,471 | 319 | 0.04% | — | 1278 | +1,471 | New | Q1 2026 | Apr 20, 2026 |
| Bonfire Financial | History | Added to | 1,471 | 319 | 0.24% | 0.22% | 1277 | +78 | 5.6% | Q1 2026 | May 06, 2026 |
| Solstein Capital, LLC | History | Added to | 1,472 | 319 | 0.13% | 0.12% | 1276 | +9 | 0.62% | Q1 2026 | May 14, 2026 |
| Salus Financial Advisors, LLC | History | Reduced | 1,468 | 318 | 0.19% | 0.2% | 1279 | -88 | -5.66% | Q1 2026 | Apr 23, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 1,461 | 317 | 0.11% | 0.1% | 1280 | +4 | 0.27% | Q1 2026 | May 12, 2026 |
| Curi Capital, LLC | History | Added to | 1,456 | 316 | 0.01% | 0.0% | 1281 | +167 | 12.96% | Q1 2026 | May 15, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Added to | 1,458 | 316 | 0.11% | 0.1% | 1283 | +8 | 0.55% | Q1 2026 | Apr 23, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Added to | 1,458 | 316 | 0.1% | 0.1% | 1282 | +3 | 0.21% | Q1 2026 | Apr 14, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 1,404 | 315 | 0.04% | 0.08% | 1284 | -1,580 | -52.95% | Q1 2026 | Apr 22, 2026 |
| Meredith Wealth Planning | History | No change | 1,447 | 314 | 0.09% | 0.09% | 1285 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Altiora Financial Group, LLC | History | No change | 1,441 | 313 | 0.05% | 0.05% | 1286 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,438 | 312 | 0.02% | 0.01% | 1287 | +447 | 45.11% | Q1 2026 | May 07, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | New | 1,434 | 311 | 0.07% | — | 1290 | +1,434 | New | Q1 2026 | May 07, 2026 |
| Gambit Capital Management, LLC | History | Reduced | 1,433 | 311 | 0.21% | 0.27% | 1289 | -362 | -20.17% | Q1 2026 | May 14, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,432 | 311 | 0.26% | 0.26% | 1288 | +8 | 0.56% | Q1 2026 | Apr 22, 2026 |
| Simplicity Wealth,LLC | History | New | 1,429 | 310 | 0.02% | — | 1292 | +1,429 | New | Q1 2026 | Apr 30, 2026 |
| Park Edge Advisors, LLC | History | No change | 1,431 | 310 | 0.07% | 0.07% | 1291 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Axim Planning & Wealth | History | Added to | 1,422 | 309 | 0.37% | 0.27% | 1293 | +190 | 15.42% | Q1 2026 | May 14, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 1,421 | 308 | 0.19% | 0.18% | 1295 | +8 | 0.57% | Q1 2026 | Apr 28, 2026 |
| Holland Advisory Services, Inc. | History | Added to | 1,420 | 308 | 0.41% | 0.4% | 1294 | +3 | 0.21% | Q1 2026 | Apr 07, 2026 |
| Sage Financial Management Group, Inc. | History | No change | 1,415 | 307 | 0.09% | 0.09% | 1296 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 1,417 | 307 | 0.14% | 0.14% | 1297 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 1,413 | 306 | 0.0% | 0.0% | 1298 | -198 | -12.29% | Q1 2026 | Apr 14, 2026 |
| Ocean Park Asset Management, LLC | History | Reduced | 1,413 | 306 | 0.02% | 0.02% | 1299 | -198 | -12.29% | Q1 2026 | Apr 16, 2026 |
| Finward Bancorp | History | Reduced | 1,406 | 305 | 0.24% | 0.27% | 1300 | -220 | -13.53% | Q1 2026 | Apr 10, 2026 |
| Strategic Financial Services, Inc. | History | No change | 1,405 | 305 | 0.01% | 0.02% | 1301 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WRAPMANAGER INC | History | Reduced | 1,396 | 303 | 0.11% | 0.11% | 1302 | -119 | -7.85% | Q1 2026 | May 11, 2026 |
| Inspire Advisors, LLC | History | Added to | 1,397 | 303 | 0.02% | 0.03% | 1304 | +24 | 1.75% | Q1 2026 | May 15, 2026 |
| ICONIQ Capital, LLC | History | Added to | 1,399 | 303 | 0.01% | 0.0% | 1303 | +1 | 0.07% | Q1 2026 | May 14, 2026 |
| Team Hewins, LLC | History | Reduced | 1,390 | 301 | 0.09% | 0.11% | 1307 | -190 | -12.03% | Q1 2026 | Apr 30, 2026 |
| SVB WEALTH LLC | History | Reduced | 1,390 | 301 | 0.02% | 0.02% | 1305 | -110 | -7.33% | Q1 2026 | Apr 17, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1,383 | 301 | 0.01% | 0.02% | 1306 | -97 | -6.55% | Q1 2026 | Apr 27, 2026 |
| Western Pacific Wealth Management, LP | History | New | 1,384 | 300 | 0.31% | — | 1311 | +1,384 | New | Q1 2026 | Apr 17, 2026 |
| Tradewinds, LLC. | History | Added to | 1,295 | 300 | 0.1% | 0.06% | 1309 | +147 | 12.8% | Q1 2026 | May 04, 2026 |
| Sovran Advisors, LLC | History | Reduced | 1,293 | 300 | 0.02% | 0.03% | 1310 | -72 | -5.27% | Q1 2026 | May 01, 2026 |
| Vivaldi Capital Management LP | History | No change | 1,383 | 300 | 0.04% | 0.04% | 1308 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Schrum Private Wealth Management LLC | History | Added to | 1,379 | 299 | 0.23% | 0.2% | 1312 | +127 | 10.14% | Q1 2026 | May 08, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Reduced | 1,376 | 298 | 0.08% | 0.12% | 1313 | -660 | -32.42% | Q1 2026 | May 05, 2026 |
| Independent Wealth Network Inc. | History | Added to | 1,366 | 296 | 0.09% | 0.08% | 1314 | +195 | 16.65% | Q1 2026 | Apr 20, 2026 |
| Milestone Investment Advisors LLC | History | No change | 1,366 | 296 | 0.07% | 0.07% | 1315 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 1,358 | 295 | 0.05% | 0.01% | 1316 | +1,055 | 348.18% | Q1 2026 | May 11, 2026 |
| First Heartland Consultants, Inc. | History | No change | 1,348 | 292 | 0.02% | 0.02% | 1317 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 1,336 | 290 | 0.19% | 0.18% | 1318 | -35 | -2.55% | Q1 2026 | Apr 15, 2026 |
| HEADINVEST, LLC | History | No change | 1,325 | 287 | 0.06% | 0.06% | 1319 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hippocratic Financial Advisors, LLC | History | No change | 1,323 | 287 | 0.13% | 0.13% | 1320 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 1,318 | 286 | 0.03% | 0.05% | 1322 | -503 | -27.62% | Q1 2026 | Apr 17, 2026 |
| Gilman Hill Asset Management, LLC | History | No change | 1,318 | 286 | 0.04% | 0.04% | 1321 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,319 | 286 | 0.01% | 0.01% | 1323 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Added to | 1,312 | 285 | 0.06% | 0.05% | 1324 | +237 | 22.05% | Q1 2026 | May 11, 2026 |
| Key FInancial Inc | History | Added to | 1,313 | 285 | 0.05% | 0.05% | 1325 | +80 | 6.49% | Q1 2026 | Apr 24, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 1,315 | 285 | 0.09% | 0.08% | 1326 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Passive Capital Management, LLC. | History | No change | 1,310 | 284 | 0.08% | 0.09% | 1327 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 1,305 | 283 | 0.01% | 0.01% | 1328 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 1,219 | 283 | 0.06% | 0.06% | 1329 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Vilga Financial Planning LLC | History | New | 1,301 | 282 | 0.25% | — | 1331 | +1,301 | New | Q1 2026 | Jun 22, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 1,302 | 282 | 0.02% | 0.02% | 1330 | +1 | 0.08% | Q1 2026 | Apr 13, 2026 |
| Wealth Quarterback LLC | History | Added to | 1,291 | 280 | 0.11% | 0.1% | 1332 | +5 | 0.39% | Q1 2026 | Apr 09, 2026 |
| WealthTrak Capital Management LLC | History | Reduced | 1,290 | 280 | 0.2% | 0.2% | 1333 | -1 | -0.08% | Q1 2026 | May 12, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 1,272 | 279 | 0.06% | 0.06% | 1334 | -682 | -34.9% | Q1 2026 | Apr 14, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 1,287 | 279 | 0.19% | 0.22% | 1335 | -212 | -14.14% | Q1 2026 | Apr 30, 2026 |
| XXI WEALTH, LLC | History | Added to | 1,281 | 278 | 0.16% | 0.16% | 1336 | +1 | 0.08% | Q1 2026 | May 07, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 1,282 | 278 | 0.05% | 0.05% | 1337 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Lynx Investment Advisory | History | New | 1,276 | 277 | 0.13% | — | 1339 | +1,276 | New | Q1 2026 | Apr 24, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 1,277 | 277 | 0.1% | 0.1% | 1338 | -11 | -0.85% | Q1 2026 | Apr 15, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 1,298 | 275 | 0.0% | — | 1342 | +1,298 | New | Q1 2026 | May 12, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Added to | 1,269 | 275 | 0.12% | 0.11% | 1340 | +10 | 0.79% | Q1 2026 | Apr 30, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 1,266 | 275 | 0.1% | 0.1% | 1341 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TI-TRUST, INC | History | New | 1,263 | 274 | 0.16% | — | 1345 | +1,263 | New | Q1 2026 | Apr 28, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 1,265 | 274 | 0.02% | 0.02% | 1344 | +7 | 0.56% | Q1 2026 | Apr 30, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 1,187 | 274 | 0.05% | 0.05% | 1343 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Rothschild Capital Partners, LLC | History | Added to | 1,258 | 273 | 0.07% | 0.05% | 1346 | +242 | 23.82% | Q1 2026 | May 15, 2026 |
| TFC Financial Management, Inc. | History | Added to | 1,258 | 273 | 0.03% | 0.03% | 1347 | +16 | 1.29% | Q1 2026 | Apr 23, 2026 |
| Colonial Trust Co / SC | History | No change | 1,253 | 272 | 0.04% | 0.04% | 1348 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 1,250 | 271 | 0.03% | — | 1350 | +1,250 | New | Q1 2026 | May 12, 2026 |
| Evensky & Katz LLC | History | Reduced | 1,248 | 271 | 0.02% | 0.02% | 1349 | -167 | -11.8% | Q1 2026 | Apr 22, 2026 |
| Crumly & Associates Inc. | History | Added to | 1,242 | 269 | 0.06% | 0.04% | 1351 | +254 | 25.71% | Q1 2026 | Apr 02, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 1,237 | 269 | 0.21% | 0.25% | 1352 | +1 | 0.08% | Q1 2026 | Apr 02, 2026 |
| Veratis Advisors, Inc. | History | No change | 1,167 | 269 | 0.21% | 0.21% | 1353 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Legacy Advisors, LLC | History | No change | 1,235 | 268 | 0.03% | 0.03% | 1354 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Winthrop Advisory Group LLC | History | No change | 1,237 | 268 | 0.02% | 0.02% | 1355 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 1,237 | 268 | 0.07% | 0.06% | 1356 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Aprio Wealth Management, LLC | History | New | 1,231 | 267 | 0.01% | — | 1359 | +1,231 | New | Q1 2026 | May 11, 2026 |
| L. Roy Papp & Associates, LLP | History | Added to | 1,232 | 267 | 0.03% | 0.03% | 1357 | +7 | 0.57% | Q1 2026 | Apr 14, 2026 |
| Park Place Capital Corp | History | Added to | 1,233 | 267 | 0.05% | 0.05% | 1358 | +1 | 0.08% | Q1 2026 | Apr 09, 2026 |
| Lexington Hill Partners, LLC | History | Added to | 1,226 | 266 | 0.15% | 0.19% | 1360 | +7 | 0.57% | Q1 2026 | Apr 16, 2026 |
| Harvest Investment Services, LLC | History | Added to | 1,213 | 263 | 0.05% | 0.04% | 1361 | +248 | 25.7% | Q1 2026 | May 14, 2026 |
| Crewe Advisors LLC | History | Added to | 1,215 | 263 | 0.02% | 0.02% | 1362 | +18 | 1.5% | Q1 2026 | May 07, 2026 |
| Intelligence Driven Advisers, LLC | History | Added to | 1,213 | 263 | 0.05% | 0.04% | 1363 | +7 | 0.58% | Q1 2026 | May 15, 2026 |
| United Financial Planning Group LLC | History | Added to | 1,209 | 262 | 0.15% | 0.01% | 1365 | +1,155 | 2138.89% | Q1 2026 | May 08, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | No change | 1,208 | 262 | 0.25% | 0.25% | 1364 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Tandem Financial, LLC | History | New | 1,205 | 261 | 0.08% | — | 1368 | +1,205 | New | Q1 2026 | May 08, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 1,202 | 261 | 0.08% | 0.08% | 1366 | +1 | 0.08% | Q1 2026 | May 14, 2026 |
| TruWealth Advisors, LLC | History | No change | 1,203 | 261 | 0.01% | 0.01% | 1367 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 1,200 | 260 | 0.0% | — | 1369 | +1,200 | New | Q1 2026 | May 14, 2026 |
| Balboa Wealth Partners | History | Reduced | 1,192 | 259 | 0.04% | 0.04% | 1371 | -49 | -3.95% | Q1 2026 | Apr 16, 2026 |
| Liberty Capital Management, Inc. | History | No change | 1,224 | 259 | 0.05% | 0.05% | 1370 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Walleye Partners, LLC | History | Reduced | 1,188 | 258 | 0.32% | 0.3% | 1373 | -82 | -6.46% | Q1 2026 | Apr 23, 2026 |
| RCS Financial Planning, LLC | History | No change | 1,189 | 258 | 0.13% | 0.11% | 1372 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| WNY Asset Management, LLC | History | New | 1,186 | 257 | 0.03% | — | 1375 | +1,186 | New | Q1 2026 | May 22, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 1,187 | 257 | 0.0% | 0.0% | 1374 | +4 | 0.34% | Q1 2026 | May 13, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 1,181 | 256 | 0.03% | 0.03% | 1376 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SilverOak Wealth Management LLC | History | No change | 1,181 | 256 | 0.04% | 0.04% | 1377 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Gilbert & Cook, Inc. | History | No change | 1,170 | 254 | 0.03% | 0.03% | 1378 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | New | 1,166 | 253 | 0.15% | — | 1379 | +1,166 | New | Q1 2026 | May 15, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 1,161 | 252 | 0.02% | 0.02% | 1380 | +1 | 0.09% | Q1 2026 | May 04, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | No change | 1,160 | 252 | 0.15% | 0.15% | 1381 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | New | 1,153 | 250 | 0.1% | — | 1384 | +1,153 | New | Q1 2026 | Apr 22, 2026 |
| Daviman Financial, LLC | History | Reduced | 1,155 | 250 | 0.15% | 0.16% | 1383 | -173 | -13.03% | Q1 2026 | Apr 23, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 1,151 | 250 | 0.03% | 0.03% | 1382 | -147 | -11.33% | Q1 2026 | Apr 28, 2026 |
| Advisors Capital Management, LLC | History | Added to | 1,148 | 249 | 0.0% | 0.0% | 1385 | +84 | 7.89% | Q1 2026 | May 01, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 1,148 | 249 | 0.0% | 0.0% | 1386 | +40 | 3.61% | Q1 2026 | May 13, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 1,150 | 249 | 0.14% | 0.14% | 1387 | -14 | -1.2% | Q1 2026 | Apr 08, 2026 |
| BAYBAN | History | No change | 1,150 | 249 | 0.22% | 0.21% | 1388 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | New | 1,145 | 248 | 0.1% | — | 1390 | +1,145 | New | Q1 2026 | Apr 22, 2026 |
| GRANVILLE CAPITAL, INC. | History | No change | 1,142 | 248 | 0.13% | 0.13% | 1389 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sargent Investment Group, LLC | History | Added to | 1,137 | 247 | 0.03% | 0.03% | 1392 | +77 | 7.26% | Q1 2026 | May 11, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 1,138 | 247 | 0.04% | 0.05% | 1391 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 1,134 | 246 | 0.18% | 0.35% | 1393 | -1,282 | -53.06% | Q1 2026 | May 12, 2026 |
| Van Diest Capital, LLC | History | New | 1,134 | 246 | 0.19% | — | 1394 | +1,134 | New | Q1 2026 | May 15, 2026 |
| Merrithew & Thorsten Inc | History | Added to | 1,130 | 245 | 0.23% | 0.25% | 1395 | +7 | 0.62% | Q1 2026 | May 01, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 1,124 | 244 | 0.06% | 0.08% | 1396 | -195 | -14.78% | Q1 2026 | May 06, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 1,125 | 244 | 0.06% | 0.06% | 1397 | -8 | -0.71% | Q1 2026 | Apr 10, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 1,123 | 244 | 0.14% | 0.14% | 1398 | -1 | -0.09% | Q1 2026 | Apr 17, 2026 |
| Omega Financial Group, LLC | History | Added to | 1,122 | 243 | 0.08% | 0.07% | 1399 | +51 | 4.76% | Q1 2026 | May 12, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 1,121 | 243 | 0.02% | 0.02% | 1400 | +4 | 0.36% | Q1 2026 | May 06, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 1,046 | 242 | 0.03% | 0.03% | 1401 | +84 | 8.73% | Q1 2026 | Apr 28, 2026 |
| Lauterbach Financial Advisors, LLC | History | No change | 1,117 | 242 | 0.12% | 0.12% | 1402 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 1,111 | 241 | 0.04% | 0.02% | 1404 | +350 | 45.99% | Q1 2026 | May 15, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 1,112 | 241 | 0.08% | 0.08% | 1403 | +6 | 0.54% | Q1 2026 | May 08, 2026 |
| RFG HOLDINGS, INC. | History | Added to | 1,107 | 240 | 0.06% | 0.06% | 1405 | +3 | 0.27% | Q1 2026 | Apr 16, 2026 |
| Graney & King, LLC | History | No change | 1,107 | 240 | 0.13% | 0.14% | 1406 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 1,096 | 238 | 0.03% | 0.01% | 1409 | +714 | 186.91% | Q1 2026 | May 06, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 1,093 | 238 | 0.02% | 0.02% | 1407 | -45 | -3.95% | Q1 2026 | May 11, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 1,099 | 238 | 0.02% | 0.02% | 1408 | +2 | 0.18% | Q1 2026 | Apr 22, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 1,126 | 238 | 0.02% | 0.02% | 1410 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Accel Wealth Management | History | Reduced | 1,094 | 237 | 0.06% | 0.07% | 1411 | -92 | -7.76% | Q1 2026 | Apr 08, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 1,087 | 236 | 0.09% | 0.11% | 1414 | -345 | -24.09% | Q1 2026 | May 11, 2026 |
| Investment Advisory Group, LLC | History | Added to | 1,086 | 236 | 0.06% | 0.05% | 1413 | +78 | 7.74% | Q1 2026 | Apr 22, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 1,087 | 236 | 0.04% | 0.04% | 1412 | -50 | -4.4% | Q1 2026 | Apr 28, 2026 |
| Tenon Financial LLC | History | New | 1,085 | 235 | 0.09% | — | 1415 | +1,085 | New | Q1 2026 | Apr 21, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 1,078 | 234 | 0.01% | 0.01% | 1416 | -113 | -9.49% | Q1 2026 | May 07, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Reduced | 1,075 | 233 | 0.01% | 0.02% | 1417 | -350 | -24.56% | Q1 2026 | Apr 17, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 1,094 | 232 | 0.2% | 0.19% | 1419 | +24 | 2.24% | Q1 2026 | Apr 27, 2026 |
| Forum Financial Management, LP | History | Added to | 1,072 | 232 | 0.0% | 0.0% | 1418 | +8 | 0.75% | Q1 2026 | Apr 23, 2026 |
| Stephens Consulting, LLC | History | No change | 1,091 | 231 | 0.07% | 0.07% | 1420 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 1,050 | 230 | 0.12% | 0.13% | 1421 | -75 | -6.67% | Q1 2026 | Apr 08, 2026 |
| Granite FO LLC | History | Reduced | 1,055 | 229 | 0.14% | 0.32% | 1426 | -1,780 | -62.79% | Q1 2026 | May 12, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 1,055 | 229 | 0.01% | 0.01% | 1423 | -71 | -6.31% | Q1 2026 | Apr 30, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 1,058 | 229 | 0.08% | 0.07% | 1425 | +6 | 0.57% | Q1 2026 | Apr 20, 2026 |
| Cottage Street Advisors LLC | History | No change | 1,055 | 229 | 0.1% | 0.09% | 1422 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Winthrop Partners - WNY, LLC | History | No change | 1,058 | 229 | 0.12% | 0.12% | 1424 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MBL Wealth, LLC | History | New | 1,053 | 228 | 0.02% | — | 1430 | +1,053 | New | Q1 2026 | Apr 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,048 | 228 | 0.02% | 0.02% | 1428 | -268 | -20.36% | Q1 2026 | May 01, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 1,050 | 228 | 0.05% | 0.06% | 1427 | -48 | -4.37% | Q1 2026 | Apr 24, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 1,050 | 228 | 0.11% | 0.11% | 1429 | -22 | -2.05% | Q1 2026 | May 07, 2026 |
| BTS Asset Management, Inc. | History | Reduced | 1,041 | 226 | 0.87% | 0.31% | 1431 | -41 | -3.79% | Q1 2026 | May 13, 2026 |
| Northstar Group, Inc. | History | Added to | 1,043 | 226 | 0.03% | 0.03% | 1432 | +4 | 0.38% | Q1 2026 | Apr 28, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 1,040 | 225 | 0.02% | 0.01% | 1434 | -26 | -2.44% | Q1 2026 | May 05, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,039 | 225 | 0.02% | 0.02% | 1433 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Winter & Associates, Inc. | History | No change | 1,030 | 225 | 0.2% | 0.2% | 1435 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| EWA, LLC | History | Added to | 1,033 | 224 | 0.05% | 0.05% | 1436 | +1 | 0.1% | Q1 2026 | Apr 23, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 1,029 | 223 | 0.16% | 0.95% | 1440 | -24,968 | -96.04% | Q1 2026 | Apr 14, 2026 |
| Ellenbecker Investment Group | History | Added to | 1,029 | 223 | 0.03% | 0.03% | 1439 | +5 | 0.49% | Q1 2026 | Apr 23, 2026 |
| Peak Asset Management, LLC | History | Added to | 1,028 | 223 | 0.04% | 0.04% | 1438 | +1 | 0.1% | Q1 2026 | May 14, 2026 |
| Smith Salley Wealth Management | History | No change | 1,027 | 223 | 0.01% | 0.01% | 1437 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Core Wealth Partners LLC | History | Reduced | 1,026 | 222 | 0.1% | 0.1% | 1441 | -47 | -4.38% | Q1 2026 | May 08, 2026 |
| Westmount Partners, LLC | History | No change | 1,024 | 222 | 0.05% | 0.05% | 1442 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Carmel Capital Partners, LLC | History | New | 1,021 | 221 | 0.08% | — | 1445 | +1,021 | New | Q1 2026 | Apr 30, 2026 |
| WPG Advisers, LLC | History | Reduced | 1,018 | 221 | 0.16% | 0.16% | 1444 | -34 | -3.23% | Q1 2026 | Apr 29, 2026 |
| Straight Path Wealth Management | History | No change | 1,018 | 221 | 0.06% | 0.06% | 1443 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Tillman Hartley LLC | History | Reduced | 1,013 | 220 | 0.06% | 0.06% | 1446 | -75 | -6.89% | Q1 2026 | May 08, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 1,016 | 220 | 0.04% | 0.04% | 1447 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Geometric Wealth Advisors | History | New | 1,011 | 219 | 0.03% | — | 1450 | +1,011 | New | Q1 2026 | May 13, 2026 |
| Operose Advisors LLC | History | Added to | 1,012 | 219 | 0.05% | 0.04% | 1448 | +145 | 16.72% | Q1 2026 | May 12, 2026 |
| RAM Investment Partners, LLC | History | Added to | 1,011 | 219 | 0.04% | 0.04% | 1449 | +7 | 0.7% | Q1 2026 | May 04, 2026 |
| Cooper Financial Group | History | New | 1,003 | 217 | 0.02% | — | 1453 | +1,003 | New | Q1 2026 | Apr 07, 2026 |
| UNITED BANK | History | No change | 1,000 | 217 | 0.03% | 0.03% | 1451 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Advantage Trust Co | History | No change | 1,000 | 217 | 0.1% | 0.1% | 1452 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 995 | 216 | 0.03% | 0.03% | 1454 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 992 | 215 | 0.09% | 0.08% | 1455 | +6 | 0.61% | Q1 2026 | Apr 29, 2026 |
| Insight Inv LLC | History | Reduced | 986 | 214 | 0.12% | 0.16% | 1457 | -367 | -27.12% | Q1 2026 | Apr 27, 2026 |
| TAGStone Capital, Inc. | History | Added to | 989 | 214 | 0.08% | 0.08% | 1456 | +12 | 1.23% | Q1 2026 | May 11, 2026 |
| Post Resch Tallon Group Inc. | History | Reduced | 978 | 213 | 0.17% | 0.18% | 1458 | -27 | -2.69% | Q1 2026 | Apr 08, 2026 |
| Daybright Advisory Services, Inc. | History | New | 978 | 212 | 0.06% | — | 1460 | +978 | New | Q1 2026 | May 12, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Reduced | 976 | 212 | 0.04% | 0.04% | 1459 | -61 | -5.88% | Q1 2026 | May 14, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Reduced | 975 | 211 | 0.14% | 0.16% | 1462 | -121 | -11.04% | Q1 2026 | Apr 20, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 975 | 211 | 0.01% | 0.02% | 1461 | -103 | -9.55% | Q1 2026 | May 12, 2026 |
| Venturi Wealth Management, LLC | History | New | 968 | 210 | 0.01% | — | 1464 | +968 | New | Q1 2026 | Apr 21, 2026 |
| White Wing Wealth Management | History | Reduced | 969 | 210 | 0.13% | 0.12% | 1463 | -7 | -0.72% | Q1 2026 | Apr 13, 2026 |
| jvl associates llc | History | No change | 963 | 209 | 0.07% | 0.07% | 1465 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| PUREfi Wealth, LLC | History | Added to | 959 | 208 | 0.14% | 0.15% | 1467 | +2 | 0.21% | Q1 2026 | Apr 28, 2026 |
| McLean Asset Management Corp | History | No change | 958 | 208 | 0.04% | 0.04% | 1466 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Reduced | 952 | 207 | 0.0% | 0.0% | 1468 | -127 | -11.77% | Q1 2026 | May 12, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 952 | 206 | 0.03% | 0.03% | 1472 | -70 | -6.85% | Q1 2026 | May 04, 2026 |
| Ledyard National Bank | History | Reduced | 950 | 206 | 0.02% | 0.02% | 1469 | -34 | -3.46% | Q1 2026 | Apr 24, 2026 |
| Oak Harvest Investment Services | History | Reduced | 950 | 206 | 0.02% | 0.02% | 1471 | -6 | -0.63% | Q1 2026 | Apr 22, 2026 |
| CFO4Life Group, LLC | History | Added to | 952 | 206 | 0.03% | 0.03% | 1470 | +5 | 0.53% | Q1 2026 | May 11, 2026 |
| FIRST NATIONAL TRUST CO | History | New | 944 | 205 | 0.01% | — | 1476 | +944 | New | Q1 2026 | May 07, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 947 | 205 | 0.15% | 0.15% | 1474 | -200 | -17.44% | Q1 2026 | May 08, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 971 | 205 | 0.01% | 0.01% | 1473 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Legend Capital Advisors LLC | History | No change | 946 | 205 | 0.13% | 0.11% | 1475 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ipsen Advisor Group LLC | History | New | 942 | 204 | 0.14% | — | 1479 | +942 | New | Q1 2026 | May 29, 2026 |
| RW Investment Management LLC | History | New | 941 | 204 | 0.02% | — | 1478 | +941 | New | Q1 2026 | Apr 28, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 940 | 204 | 0.01% | 0.01% | 1477 | +86 | 10.07% | Q1 2026 | May 06, 2026 |
| Inman Jager Wealth Management, LLC | History | New | 939 | 203 | 0.12% | — | 1486 | +939 | New | Q1 2026 | Apr 23, 2026 |
| SteelPeak Wealth, LLC | History | New | 937 | 203 | 0.01% | — | 1483 | +937 | New | Q1 2026 | May 05, 2026 |
| Regent Peak Wealth Advisors LLC | History | New | 937 | 203 | 0.04% | — | 1484 | +937 | New | Q1 2026 | Apr 14, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | New | 893 | 203 | 0.11% | — | 1485 | +893 | New | Q1 2026 | Apr 17, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 938 | 203 | 0.09% | 0.03% | 1480 | +579 | 161.28% | Q1 2026 | Apr 15, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Reduced | 939 | 203 | 0.13% | 0.14% | 1481 | -43 | -4.38% | Q1 2026 | Apr 21, 2026 |
| MASECO LLP | History | Reduced | 936 | 203 | 0.01% | 0.01% | 1482 | -31 | -3.21% | Q1 2026 | Apr 21, 2026 |
| Artesa Financial Group, LLC | History | New | 931 | 202 | 0.19% | — | 1490 | +931 | New | Q1 2026 | Apr 21, 2026 |
| Warwick Investment Management, Inc. | History | New | 930 | 202 | 0.03% | — | 1488 | +930 | New | Q1 2026 | May 11, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | New | 930 | 202 | 0.02% | — | 1489 | +930 | New | Q1 2026 | Apr 23, 2026 |
| PAX Financial Group, LLC | History | Reduced | 932 | 202 | 0.03% | 0.04% | 1487 | -58 | -5.86% | Q1 2026 | Apr 27, 2026 |
| Wealth Advisors of Iowa, LLC | History | New | 928 | 201 | 0.06% | — | 1492 | +928 | New | Q1 2026 | May 13, 2026 |
| Crescent Grove Advisors, LLC | History | New | 926 | 201 | 0.02% | — | 1491 | +926 | New | Q1 2026 | May 06, 2026 |
| Sovereign Financial Group, Inc. | History | New | 923 | 200 | 0.03% | — | 1493 | +923 | New | Q1 2026 | Apr 17, 2026 |
| Miller Capital Partners, Inc. | History | No change | 920 | 199 | 0.1% | 0.1% | 1494 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| First PREMIER Bank | History | No change | 910 | 198 | 0.05% | 0.04% | 1495 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Legacy Bridge, LLC | History | Reduced | 908 | 197 | 0.08% | 0.09% | 1496 | -190 | -17.3% | Q1 2026 | May 14, 2026 |
| Abound Wealth Management | History | Reduced | 905 | 196 | 0.04% | 0.05% | 1497 | -44 | -4.64% | Q1 2026 | Apr 10, 2026 |
| Cornerstone Financial Management LLC | History | Reduced | 888 | 192 | 0.18% | 0.22% | 1498 | -208 | -18.98% | Q1 2026 | May 08, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 882 | 191 | 0.13% | 0.11% | 1499 | +154 | 21.15% | Q1 2026 | May 12, 2026 |
| Bare Financial Services, Inc | History | No change | 873 | 189 | 0.05% | 0.05% | 1500 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 870 | 188 | 0.01% | 0.01% | 1501 | -5 | -0.57% | Q1 2026 | Apr 17, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 844 | 183 | 0.01% | 0.0% | 1502 | +747 | 770.1% | Q1 2026 | Apr 09, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 844 | 183 | 0.28% | 0.26% | 1503 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 828 | 179 | 0.09% | — | 1506 | +828 | New | Q1 2026 | May 08, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 827 | 179 | 0.03% | 0.02% | 1505 | +28 | 3.5% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | No change | 828 | 179 | 0.01% | 0.01% | 1504 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Hamrick Investment Counsel, llc | History | New | 820 | 178 | 0.1% | — | 1508 | +820 | New | Q1 2026 | May 11, 2026 |
| WealthCollab, LLC | History | Added to | 822 | 178 | 0.07% | 0.07% | 1507 | +2 | 0.24% | Q1 2026 | May 13, 2026 |
| Kennebec Savings Bank | History | No change | 817 | 177 | 0.16% | 0.15% | 1509 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 811 | 176 | 0.08% | 0.08% | 1510 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| New Republic Capital, LLC | History | No change | 775 | 168 | 0.06% | 0.04% | 1511 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| DAGCO, INC. | History | No change | 770 | 167 | 0.04% | 0.04% | 1512 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Centennial Bank/AR/ | History | Reduced | 760 | 165 | 0.06% | 0.09% | 1513 | -300 | -28.3% | Q1 2026 | May 06, 2026 |
| Addison Advisors LLC | History | No change | 756 | 164 | 0.04% | 0.04% | 1514 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 732 | 159 | 0.02% | 0.01% | 1515 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CURIO WEALTH, LLC | History | No change | 706 | 153 | 0.05% | 0.05% | 1516 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Colony Family Offices, LLC | History | No change | 694 | 150 | 0.04% | 0.04% | 1517 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 705 | 149 | 0.11% | 0.11% | 1518 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Crews Bank & Trust | History | No change | 678 | 147 | 0.02% | 0.02% | 1519 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 649 | 141 | 0.01% | 0.02% | 1520 | -570 | -46.76% | Q1 2026 | May 19, 2026 |
| Napier Financial, LLC | History | New | 639 | 138 | 0.03% | — | 1522 | +639 | New | Q1 2026 | May 05, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 639 | 138 | 0.06% | 0.09% | 1521 | -599 | -48.38% | Q1 2026 | Apr 14, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 635 | 137 | 0.02% | 0.02% | 1523 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 633 | 137 | 0.01% | 0.01% | 1524 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 615 | 133 | 0.0% | 0.01% | 1525 | -805 | -56.69% | Q1 2026 | May 07, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 610 | 132 | 0.0% | 0.0% | 1526 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Field & Main Bank | History | No change | 600 | 130 | 0.04% | 0.04% | 1527 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CERTUITY, LLC | History | Reduced | 591 | 128 | 0.01% | 0.05% | 1528 | -3,521 | -85.63% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | No change | 593 | 128 | 0.01% | 0.01% | 1529 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| MidFirst Bank | History | Added to | 588 | 127 | 0.01% | 0.01% | 1532 | +197 | 50.38% | Q1 2026 | May 15, 2026 |
| 10Elms LLP | History | Added to | 586 | 127 | 0.08% | 0.11% | 1531 | +24 | 4.27% | Q1 2026 | May 15, 2026 |
| LRI Investments, LLC | History | No change | 588 | 127 | 0.01% | 0.01% | 1530 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Ascentis Independent Advisors | History | New | 580 | 126 | 0.01% | — | 1534 | +580 | New | Q1 2026 | Apr 28, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 582 | 126 | 0.07% | 0.06% | 1533 | +75 | 14.79% | Q1 2026 | Apr 20, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 574 | 124 | 0.02% | 0.02% | 1535 | +3 | 0.53% | Q1 2026 | May 05, 2026 |
| Johnson Financial Group, Inc. | History | No change | 565 | 122 | 0.0% | 0.0% | 1536 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 561 | 121 | 0.01% | 0.02% | 1537 | -35 | -5.87% | Q1 2026 | Apr 08, 2026 |
| Hurley Capital, LLC | History | Added to | 536 | 116 | 0.06% | 0.04% | 1539 | +206 | 62.42% | Q1 2026 | May 06, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 537 | 116 | 0.01% | 0.01% | 1538 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BARCLAYS PLC | History | New | 530 | 115 | 0.0% | — | 1540 | +530 | New | Q1 2026 | May 14, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 488 | 113 | 0.02% | 0.02% | 1541 | -4 | -0.81% | Q1 2026 | May 06, 2026 |
| Fairscale Capital, LLC | History | No change | 520 | 112 | 0.08% | 0.07% | 1542 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wellington Grp LLC | History | Added to | 509 | 110 | 0.03% | 0.02% | 1543 | +287 | 129.28% | Q1 2026 | May 22, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | New | 500 | 109 | 0.0% | — | 1545 | +500 | New | Q1 2026 | May 05, 2026 |
| Wagner Wealth Management, LLC | History | No change | 502 | 109 | 0.02% | 0.02% | 1544 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 496 | 108 | 0.0% | 0.0% | 1547 | +292 | 143.14% | Q1 2026 | May 01, 2026 |
| SYM FINANCIAL Corp | History | No change | 500 | 108 | 0.01% | 0.01% | 1546 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Torren Management, LLC | History | No change | 499 | 108 | 0.05% | 0.05% | 1548 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Synergy Investment Management, LLC | History | New | 494 | 107 | 0.03% | — | 1549 | +494 | New | Q1 2026 | May 14, 2026 |
| Atlantic Private Wealth, LLC | History | Reduced | 479 | 104 | 0.07% | 0.09% | 1550 | -195 | -28.93% | Q1 2026 | May 08, 2026 |
| Basecamp Wealth Advisors LLC | History | New | 466 | 101 | 0.02% | — | 1551 | +466 | New | Q1 2026 | Jun 24, 2026 |
| Main Street Group, LTD | History | New | 460 | 100 | 0.03% | — | 1552 | +460 | New | Q1 2026 | May 06, 2026 |
| ATWOOD & PALMER INC | History | New | 451 | 97 | 0.01% | — | 1553 | +451 | New | Q1 2026 | Apr 15, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 440 | 95 | 0.03% | 0.03% | 1554 | +1 | 0.23% | Q1 2026 | May 08, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 428 | 92 | 0.02% | 0.02% | 1555 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 420 | 91 | 0.03% | — | 1556 | +420 | New | Q1 2026 | Apr 13, 2026 |
| BFSG, LLC | History | Reduced | 414 | 90 | 0.01% | 0.01% | 1557 | -90 | -17.86% | Q1 2026 | Apr 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 410 | 89 | 0.03% | 0.03% | 1558 | +27 | 7.05% | Q1 2026 | Apr 09, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 405 | 88 | 0.08% | 0.08% | 1560 | +1 | 0.25% | Q1 2026 | May 05, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 408 | 88 | 0.01% | 0.01% | 1559 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 400 | 86 | 0.01% | 0.0% | 1561 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Manchester Capital Management LLC | History | No change | 400 | 86 | 0.01% | 0.01% | 1562 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Mechanics Financial Corp | History | No change | 400 | 86 | 0.04% | 0.03% | 1563 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 395 | 85 | 0.01% | 0.01% | 1564 | +2 | 0.51% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | Added to | 378 | 82 | 0.02% | 0.01% | 1565 | +178 | 89.0% | Q1 2026 | May 06, 2026 |
| American Capital Advisory, LLC | History | No change | 375 | 81 | 0.03% | 0.03% | 1566 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 360 | 78 | 0.01% | 0.02% | 1567 | -423 | -54.02% | Q1 2026 | May 06, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 357 | 77 | 0.0% | — | 1569 | +357 | New | Q1 2026 | Apr 29, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 356 | 77 | 0.01% | 0.0% | 1568 | +241 | 209.57% | Q1 2026 | May 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 347 | 75 | 0.04% | 0.07% | 1570 | -255 | -42.36% | Q1 2026 | May 15, 2026 |
| Investors Research Corp | History | Reduced | 341 | 74 | 0.01% | 0.02% | 1571 | -66 | -16.22% | Q1 2026 | Apr 03, 2026 |
| JDM Financial Group LLC | History | No change | 341 | 74 | 0.03% | 0.03% | 1572 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 345 | 74 | 0.01% | 0.01% | 1573 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 339 | 73 | 0.04% | — | 1575 | +339 | New | Q1 2026 | May 14, 2026 |
| HORIZON BANCORP INC /IN/ | History | Reduced | 338 | 73 | 0.04% | 0.04% | 1574 | -79 | -18.94% | Q1 2026 | Apr 22, 2026 |
| Financial Life Planners | History | New | 328 | 71 | 0.05% | — | 1576 | +328 | New | Q1 2026 | Apr 24, 2026 |
| Breakwater Investment Management | History | No change | 323 | 70 | 0.03% | 0.02% | 1577 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 318 | 69 | 0.06% | 0.06% | 1578 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Wells Financial Advisors INC | History | Reduced | 304 | 66 | 0.3% | 0.31% | 1579 | -460 | -60.21% | Q1 2026 | May 07, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 306 | 66 | 0.0% | 0.0% | 1580 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| SJS Investment Consulting Inc. | History | No change | 298 | 64 | 0.01% | 0.01% | 1581 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 290 | 61 | 0.02% | 0.02% | 1582 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ALERUS FINANCIAL NA | History | No change | 274 | 59 | 0.0% | 0.0% | 1583 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| JPL Wealth Management, LLC | History | New | 270 | 58 | 0.01% | — | 1585 | +270 | New | Q1 2026 | May 08, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 268 | 58 | 0.03% | 0.0% | 1584 | +254 | 1814.29% | Q1 2026 | May 14, 2026 |
| Rossmore Private Capital | History | New | 250 | 54 | 0.0% | — | 1586 | +250 | New | Q1 2026 | May 01, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 245 | 53 | 0.02% | 0.02% | 1587 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 248 | 53 | 0.0% | 0.0% | 1588 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| IAG Wealth Partners, LLC | History | No change | 245 | 53 | 0.01% | 0.01% | 1589 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 242 | 52 | 0.0% | 0.0% | 1590 | -168 | -40.98% | Q1 2026 | May 13, 2026 |
| Kilter Group LLC | History | No change | 241 | 52 | 0.02% | 0.02% | 1591 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Burk Holdings LLC | History | New | 237 | 51 | 0.02% | — | 1593 | +237 | New | Q1 2026 | May 07, 2026 |
| ADIRONDACK TRUST CO | History | No change | 236 | 51 | 0.02% | 0.02% | 1592 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Horrell Capital Management, Inc. | History | No change | 232 | 50 | 0.02% | 0.02% | 1594 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Planning Project LLC | History | No change | 237 | 50 | 0.01% | 0.01% | 1595 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 230 | 49 | 0.02% | 0.02% | 1596 | -8 | -3.36% | Q1 2026 | Apr 17, 2026 |
| HOWE & RUSLING INC | History | New | 225 | 48 | 0.0% | — | 1598 | +225 | New | Q1 2026 | Apr 28, 2026 |
| Bank of Jackson Hole Trust | History | No change | 225 | 48 | 0.02% | 0.02% | 1597 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TopTier Wealth Management, LLC | History | New | 214 | 46 | 0.03% | — | 1601 | +214 | New | Q1 2026 | May 05, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 214 | 46 | 0.01% | 0.01% | 1599 | -36 | -14.4% | Q1 2026 | May 11, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 215 | 46 | 0.01% | 0.01% | 1600 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| 1015 Capital Partners, LLC | History | Reduced | 207 | 45 | 0.04% | 0.04% | 1602 | -7 | -3.27% | Q1 2026 | May 11, 2026 |
| Peachtree Investment Partners, LLC | History | Reduced | 206 | 44 | 0.02% | 0.02% | 1604 | -114 | -35.63% | Q1 2026 | May 08, 2026 |
| JNBA Financial Advisors | History | No change | 204 | 44 | 0.0% | 0.0% | 1603 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Orion Capital Management LLC | History | No change | 196 | 42 | 0.01% | 0.01% | 1605 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Millstone Evans Group, LLC | History | No change | 194 | 42 | 0.03% | 0.02% | 1606 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 193 | 41 | 0.0% | — | 1609 | +193 | New | Q1 2026 | May 15, 2026 |
| MOTCO | History | New | 190 | 41 | 0.0% | — | 1608 | +190 | New | Q1 2026 | Apr 22, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 190 | 41 | 0.02% | 0.02% | 1607 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Transce3nd, LLC | History | Added to | 180 | 39 | 0.35% | 0.31% | 1610 | +6 | 3.45% | Q1 2026 | May 07, 2026 |
| Strive Financial Group ,LLC | History | No change | 180 | 39 | 0.02% | 0.02% | 1611 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Key Capital Management, INC | History | No change | 183 | 39 | 0.03% | 0.04% | 1612 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Westend Capital Management, LLC | History | New | 175 | 38 | 0.01% | — | 1615 | +175 | New | Q1 2026 | Apr 14, 2026 |
| Redwood Park Advisors LLC | History | Added to | 179 | 38 | 0.03% | 0.03% | 1614 | +1 | 0.56% | Q1 2026 | May 04, 2026 |
| Front Row Advisors LLC | History | No change | 177 | 38 | 0.01% | 0.01% | 1613 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Tower View Wealth Management LLC | History | New | 171 | 37 | 0.02% | — | 1617 | +171 | New | Q1 2026 | Apr 20, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 174 | 37 | 0.02% | 0.02% | 1616 | -2 | -1.14% | Q1 2026 | May 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 168 | 36 | 0.0% | 0.0% | 1618 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Seal Cove Capital, LLC | History | No change | 168 | 36 | 0.03% | 0.03% | 1619 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ORG Partners LLC | History | No change | 164 | 34 | 0.01% | 0.01% | 1620 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PlanVest Financial, Inc | History | New | 152 | 33 | 0.03% | — | 1622 | +152 | New | Q1 2026 | May 14, 2026 |
| Team Financial Group, LLC | History | No change | 156 | 33 | 0.01% | 0.01% | 1621 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | New | 135 | 29 | 0.0% | — | 1624 | +135 | New | Q1 2026 | May 15, 2026 |
| Motiv8 Investments LLC | History | No change | 135 | 29 | 0.02% | 0.02% | 1623 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 125 | 27 | 0.01% | 0.01% | 1625 | +2 | 1.63% | Q1 2026 | May 01, 2026 |
| Heritage Wealth Advisors | History | Reduced | 120 | 26 | 0.0% | 0.0% | 1628 | -63 | -34.43% | Q1 2026 | May 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 123 | 26 | 0.0% | 0.0% | 1626 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Marquette Asset Management, LLC | History | No change | 124 | 26 | 0.0% | 0.0% | 1627 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Longview Financial Advisors LLC | History | No change | 120 | 26 | 0.01% | 0.01% | 1629 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 118 | 25 | 0.01% | 0.01% | 1630 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Fairman Group, LLC | History | Added to | 112 | 24 | 0.02% | 0.02% | 1632 | +1 | 0.9% | Q1 2026 | Apr 23, 2026 |
| COUNTRY TRUST BANK | History | No change | 114 | 24 | 0.0% | 0.0% | 1631 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Sunrise Financial Services, LLC | History | No change | 111 | 24 | 0.02% | 0.02% | 1633 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 109 | 23 | 0.01% | 0.01% | 1634 | +18 | 19.78% | Q1 2026 | Apr 23, 2026 |
| EMC Capital Management | History | No change | 100 | 22 | 0.01% | 0.01% | 1635 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| Westside Investment Management, Inc. | History | No change | 97 | 21 | 0.0% | 0.0% | 1636 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Blume Capital Management, Inc. | History | No change | 100 | 21 | 0.0% | 0.0% | 1637 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MilWealth Group LLC | History | No change | 100 | 21 | 0.0% | 0.0% | 1638 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 100 | 21 | 0.02% | 0.02% | 1639 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| STEPH & CO | History | Added to | 94 | 20 | 0.01% | 0.0% | 1641 | +57 | 154.05% | Q1 2026 | Apr 17, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 97 | 20 | 0.01% | 0.01% | 1642 | -42 | -30.22% | Q1 2026 | Apr 28, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 96 | 20 | 0.0% | 0.0% | 1640 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Truvestments Capital LLC | History | New | 90 | 19 | 0.0% | — | 1645 | +90 | New | Q1 2026 | May 13, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 88 | 19 | 0.0% | 0.0% | 1643 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 91 | 19 | 0.0% | 0.0% | 1644 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| IFG Advisory, LLC | History | Reduced | 84 | 18 | 0.05% | 0.04% | 1646 | -4,253 | -98.06% | Q1 2026 | May 12, 2026 |
| SHP Wealth Management | History | Added to | 84 | 18 | 0.0% | 0.0% | 1648 | +44 | 110.0% | Q1 2026 | May 08, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 86 | 18 | 0.01% | 0.01% | 1647 | +1 | 1.18% | Q1 2026 | Apr 24, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 82 | 17 | 0.01% | — | 1652 | +82 | New | Q1 2026 | May 15, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 80 | 17 | 0.01% | — | 1653 | +80 | New | Q1 2026 | May 06, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 79 | 17 | 0.01% | — | 1651 | +79 | New | Q1 2026 | Apr 21, 2026 |
| Sachetta, LLC | History | Reduced | 81 | 17 | 0.01% | 0.01% | 1649 | -12 | -12.9% | Q1 2026 | May 01, 2026 |
| Noble Wealth Management PBC | History | No change | 80 | 17 | 0.01% | 0.01% | 1650 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 78 | 16 | 0.0% | — | 1657 | +78 | New | Q1 2026 | May 08, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 78 | 16 | 0.0% | 0.0% | 1654 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 77 | 16 | 0.01% | 0.01% | 1655 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| UNION SAVINGS BANK | History | No change | 75 | 16 | 0.01% | 0.01% | 1656 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 70 | 15 | 0.01% | — | 1661 | +70 | New | Q1 2026 | Apr 16, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 72 | 15 | 0.0% | 0.0% | 1659 | +9 | 14.29% | Q1 2026 | Apr 14, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 71 | 15 | 0.0% | 0.0% | 1658 | +1 | 1.43% | Q1 2026 | Apr 13, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 73 | 15 | 0.01% | 0.02% | 1660 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Basepoint Wealth LLC | History | Added to | 62 | 13 | 0.01% | 0.01% | 1664 | +1 | 1.64% | Q1 2026 | May 07, 2026 |
| CNB Bank | History | No change | 63 | 13 | 0.01% | 0.01% | 1662 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 63 | 13 | 0.01% | 0.01% | 1663 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | No change | 58 | 12 | 0.0% | 0.0% | 1665 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Sankala Group LLC | History | Added to | 52 | 11 | 0.01% | 0.0% | 1667 | +22 | 73.33% | Q1 2026 | Mar 31, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 54 | 11 | 0.0% | 0.0% | 1666 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Horizon Investments, LLC | History | New | 50 | 10 | 0.0% | — | 1674 | +50 | New | Q1 2026 | May 14, 2026 |
| Aberdeen Wealth Management LLC | History | New | 50 | 10 | 0.0% | — | 1675 | +50 | New | Q1 2026 | May 15, 2026 |
| Bravera Wealth | History | New | 50 | 10 | 0.0% | — | 1676 | +50 | New | Q1 2026 | Apr 22, 2026 |
| Davis Capital Management | History | No change | 50 | 10 | 0.01% | 0.01% | 1668 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| NFSG Corp | History | No change | 50 | 10 | 0.0% | 0.0% | 1669 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Valued Wealth Advisors LLC | History | No change | 48 | 10 | 0.0% | 0.0% | 1670 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Navigoe, LLC | History | No change | 49 | 10 | 0.01% | 0.01% | 1671 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Bernard Wealth Management Corp. | History | No change | 47 | 10 | 0.0% | 0.0% | 1672 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 47 | 10 | 0.01% | 0.01% | 1673 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| True Link Financial Advisors, LLC | History | New | 46 | 9 | 0.0% | — | 1679 | +46 | New | Q1 2026 | Apr 29, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 46 | 9 | 0.0% | 0.01% | 1677 | -23 | -33.33% | Q1 2026 | Apr 29, 2026 |
| Aventura Private Wealth, LLC | History | No change | 45 | 9 | 0.0% | 0.0% | 1678 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 37 | 8 | 0.01% | 0.01% | 1680 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 41 | 8 | 0.01% | 0.01% | 1681 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 37 | 8 | 0.0% | 0.0% | 1682 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Reflection Asset Management | History | No change | 37 | 8 | 0.01% | 0.01% | 1683 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| Walsh & Associates, LLC | History | No change | 40 | 8 | 0.01% | 0.01% | 1684 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HM PAYSON & CO | History | Reduced | 34 | 7 | 0.0% | 0.0% | 1686 | -485 | -93.45% | Q1 2026 | Apr 13, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Reduced | 34 | 7 | 0.0% | 0.01% | 1687 | -115 | -77.18% | Q1 2026 | May 15, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 32 | 7 | 0.01% | — | 1689 | +32 | New | Q1 2026 | May 04, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 34 | 7 | 0.0% | 0.0% | 1688 | -12 | -26.09% | Q1 2026 | May 06, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 35 | 7 | 0.0% | 0.0% | 1685 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 32 | 6 | 0.0% | 0.01% | 1692 | -18 | -36.0% | Q1 2026 | May 05, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 32 | 6 | 0.0% | 0.0% | 1690 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WEBSTER BANK, N. A. | History | No change | 30 | 6 | 0.0% | 0.0% | 1691 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Hughes Financial Services, LLC | History | No change | 28 | 6 | 0.0% | 0.0% | 1693 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 28 | 6 | 0.11% | 0.09% | 1694 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Vision Retirement, LLC | History | New | 26 | 5 | 0.0% | — | 1701 | +26 | New | Q1 2026 | May 07, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 25 | 5 | 0.0% | — | 1702 | +25 | New | Q1 2026 | May 13, 2026 |
| First Pacific Financial | History | New | 24 | 5 | 0.0% | — | 1700 | +24 | New | Q1 2026 | Apr 23, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 24 | 5 | 0.0% | 0.0% | 1697 | +11 | 84.62% | Q1 2026 | Apr 07, 2026 |
| Game Plan Financial Advisors, LLC | History | Added to | 27 | 5 | 0.0% | 0.0% | 1695 | +1 | 3.85% | Q1 2026 | Apr 23, 2026 |
| SITTNER & NELSON, LLC | History | No change | 26 | 5 | 0.0% | 0.0% | 1696 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 25 | 5 | 0.0% | 0.0% | 1698 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 25 | 5 | 0.0% | 0.0% | 1699 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 20 | 4 | 0.0% | 0.01% | 1710 | -123 | -86.01% | Q1 2026 | Apr 08, 2026 |
| Register Financial Advisors LLC | History | Added to | 21 | 4 | 0.0% | 0.0% | 1708 | +9 | 75.0% | Q1 2026 | Apr 15, 2026 |
| Winch Advisory Services, LLC | History | No change | 20 | 4 | 0.0% | 0.0% | 1703 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Security National Bank | History | No change | 19 | 4 | 0.0% | 0.0% | 1704 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Costello Asset Management, INC | History | No change | 20 | 4 | 0.0% | 0.0% | 1705 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 19 | 4 | 0.0% | 0.0% | 1706 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Activest Wealth Management | History | No change | 19 | 4 | 0.0% | 0.0% | 1707 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HFM Investment Advisors, LLC | History | No change | 19 | 4 | 0.0% | 0.0% | 1709 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Clearstead Trust, LLC | History | Reduced | 18 | 3 | 0.0% | 0.0% | 1713 | -94 | -83.93% | Q1 2026 | May 06, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 18 | 3 | 0.0% | — | 1716 | +18 | New | Q1 2026 | Apr 27, 2026 |
| Hanson & Doremus Investment Management | History | No change | 13 | 3 | 0.0% | 0.0% | 1711 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Oakworth Capital, Inc. | History | No change | 14 | 3 | 0.0% | 0.0% | 1712 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 16 | 3 | 0.0% | 0.0% | 1714 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Coston, McIsaac & Partners | History | No change | 15 | 3 | 0.0% | 0.0% | 1715 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| RHL GROUP, LLC | History | Reduced | 13 | 2 | 0.0% | 0.0% | 1720 | -3 | -18.75% | Q1 2026 | May 13, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 1717 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Global Trust Asset Management, LLC | History | No change | 14 | 2 | 0.0% | 0.0% | 1718 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Princeton Global Asset Management LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 1719 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 7 | 1 | 0.0% | — | 1729 | +7 | New | Q1 2026 | May 11, 2026 |
| Colonial Trust Advisors | History | No change | 7 | 1 | 0.0% | 0.0% | 1721 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Darwin Wealth Management, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 1722 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Quaker Wealth Management, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 1723 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 5 | 1 | 0.0% | 0.0% | 1724 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Global Wealth Strategies & Associates | History | No change | 5 | 1 | 0.0% | 0.0% | 1725 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Nemes Rush Group LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 1726 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 7 | 1 | 0.0% | 0.0% | 1727 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 1728 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 1.7% | — | -74,298 | -100.0% | Q1 2026 | May 15, 2026 |
| CANTOR FITZGERALD, L. P. | History | Closed out | 0 | 0 | — | 0.06% | — | -18,936 | -100.0% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -16,702 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Arlington Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -10,477 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Payne Capital LLC | History | Closed out | 0 | 0 | — | 1.8% | — | -8,346 | -100.0% | Q1 2026 | Apr 20, 2026 |
| FSA Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.79% | — | -6,142 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.91% | — | -5,559 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -5,000 | -100.0% | Q1 2026 | May 12, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,901 | -100.0% | Q1 2026 | May 01, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,595 | -100.0% | Q1 2026 | May 20, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.05% | — | -2,540 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,310 | -100.0% | Q1 2026 | May 15, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,143 | -100.0% | Q1 2026 | May 06, 2026 |
| BURNEY CO/ | History | Closed out | 0 | 0 | — | 0.01% | — | -2,099 | -100.0% | Q1 2026 | Apr 29, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,985 | -100.0% | Q1 2026 | Apr 22, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -1,948 | -100.0% | Q1 2026 | Apr 22, 2026 |
| SAGE RHINO CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,768 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Cordoba Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,564 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,526 | -100.0% | Q1 2026 | Apr 29, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -1,434 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Calder Financial LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -1,285 | -100.0% | Q1 2026 | Apr 07, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -1,274 | -100.0% | Q1 2026 | May 13, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,208 | -100.0% | Q1 2026 | May 15, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,098 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Freedom Financial Partners LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -982 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Mayflower Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -969 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Maia Wealth LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -896 | -100.0% | Q1 2026 | May 08, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -601 | -100.0% | Q1 2026 | May 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -492 | -100.0% | Q1 2026 | May 06, 2026 |
| Hills Bank & Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -490 | -100.0% | Q1 2026 | May 01, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -423 | -100.0% | Q1 2026 | May 07, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -310 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Anfield Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -251 | -100.0% | Q1 2026 | May 12, 2026 |
| Tidemark, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -230 | -100.0% | Q1 2026 | May 07, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Closed out | 0 | 0 | — | 0.06% | — | -211 | -100.0% | Q1 2026 | Jul 01, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -198 | -100.0% | Q1 2026 | May 01, 2026 |
| PINNEY & SCOFIELD, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -192 | -100.0% | Q1 2026 | May 15, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -144 | -100.0% | Q1 2026 | May 04, 2026 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -127 | -100.0% | Q1 2026 | Apr 07, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -110 | -100.0% | Q1 2026 | May 08, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q1 2026 | May 11, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q1 2026 | May 12, 2026 |
| Gleason Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q1 2026 | May 04, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q1 2026 | Jun 01, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -51 | -100.0% | Q1 2026 | May 11, 2026 |
| Ameritas Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q1 2026 | May 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q1 2026 | May 15, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | May 12, 2026 |
| American Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q1 2026 | May 15, 2026 |
| Fairway Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Clark Wealth Partners | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 11, 2026 |
| Spurstone Advisory Services, LLC | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q1 2026 | Apr 28, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Evergreen Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 05, 2026 |
| HighMark Wealth Management LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 05, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 01, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |