VANGUARD SCOTTSDALE FUNDS - VCIT
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 | Added to | 118,464,592 | 9,802,944 | 0.72% | 0.52% | 1 | +33,615,148 | 39.62% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Added to | 89,198,232 | 7,381,153 | 2.5% | 2.4% | 2 | +5,221,853 | 6.22% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 52,983,058 | 4,360,505 | 0.28% | 0.27% | 3 | +1,676,736 | 3.27% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 27,022,817 | 2,236,138 | 1.52% | 1.59% | 4 | +454,514 | 1.71% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Added to | 25,132,794 | 2,079,738 | 0.13% | 0.12% | 5 | +1,084,388 | 4.51% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL PLC | History | New | 17,476,776 | 1,446,203 | 8.47% | — | 6 | +17,476,776 | New | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 13,173,092 | 1,090,072 | 0.19% | 0.18% | 7 | -231,665 | -1.73% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 11,520,160 | 954,440 | 0.22% | 0.13% | 8 | +4,431,074 | 62.51% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 11,226,310 | 928,977 | 0.25% | 0.25% | 9 | +330,817 | 3.04% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 11,166,107 | 923,995 | 0.25% | 0.27% | 10 | +279,293 | 2.57% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 10,853,776 | 898,149 | 0.17% | 0.16% | 11 | +671,799 | 6.6% | Q1 2026 | Jul 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 7,830,619 | 647,983 | 0.07% | 0.09% | 12 | -455,110 | -5.49% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 6,762,049 | 559,559 | 1.23% | 1.03% | 13 | +1,251,320 | 22.71% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 6,668,337 | 551,804 | 0.86% | 0.78% | 14 | +710,299 | 11.92% | Q1 2026 | May 14, 2026 |
| NEPC LLC | History | Added to | 6,390,771 | 528,836 | 10.53% | 10.87% | 15 | +297,406 | 4.88% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,288,276 | 437,604 | 0.13% | 0.13% | 16 | +417,499 | 8.57% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 4,866,484 | 402,701 | 0.06% | 0.06% | 17 | +786,449 | 19.28% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,728,521 | 391,285 | 0.23% | 0.19% | 18 | +483,764 | 11.4% | Q1 2026 | May 08, 2026 |
| Symetra Investment Management Co | History | New | 3,133,225 | 259,274 | 22.46% | — | 19 | +3,133,225 | New | Q1 2026 | May 07, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 2,923,588 | 241,926 | 0.81% | 0.78% | 20 | +8,674 | 0.3% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Added to | 2,769,399 | 229,167 | 2.62% | 2.46% | 21 | +172,903 | 6.66% | Q1 2026 | Apr 20, 2026 |
| American Family Investments, Inc. | History | Added to | 2,756,420 | 228,093 | 6.0% | 3.69% | 22 | +1,531,420 | 125.01% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 2,710,658 | 224,225 | 0.38% | 0.15% | 23 | +1,615,135 | 147.43% | Q1 2026 | May 05, 2026 |
| Varma Mutual Pension Insurance Co | History | No change | 2,700,000 | 223,425 | 1.32% | 1.37% | 24 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,545,297 | 210,623 | 0.22% | 0.22% | 25 | +105,145 | 4.31% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,579,346 | 185,844 | 1.2% | 0.83% | 26 | +123,493 | 8.48% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 2,203,423 | 182,332 | 0.2% | 0.21% | 27 | +1,727 | 0.08% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 2,067,803 | 171,110 | 0.03% | 0.03% | 28 | -25,778 | -1.23% | Q1 2026 | May 05, 2026 |
| Facet Wealth, Inc. | History | Added to | 2,000,034 | 165,502 | 2.87% | 2.73% | 29 | +161,251 | 8.77% | Q1 2026 | May 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,000,000 | 165,500 | 0.0% | — | 30 | +2,000,000 | New | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,986,532 | 163,123 | 0.23% | 0.23% | 31 | -8,316,916 | -80.72% | Q1 2026 | May 15, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 1,943,286 | 160,806 | 9.04% | 8.17% | 32 | +125,741 | 6.92% | Q1 2026 | Apr 29, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | Added to | 1,629,062 | 134,804 | 19.56% | 19.44% | 33 | +13,222 | 0.82% | Q1 2026 | Apr 17, 2026 |
| BlackRock, Inc. | History | Reduced | 1,582,747 | 130,972 | 0.0% | 0.0% | 34 | -12,093 | -0.76% | Q1 2026 | May 13, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | No change | 1,542,000 | 127,600 | 0.1% | 0.1% | 35 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Constellation Investments, Inc. | History | Reduced | 1,532,125 | 126,783 | 4.21% | 4.51% | 36 | -214,200 | -12.27% | Q1 2026 | Apr 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,498,006 | 123,960 | 0.68% | 0.54% | 37 | +431,644 | 40.48% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,473,602 | 121,940 | 0.02% | 0.0% | 38 | +1,093,142 | 287.32% | Q1 2026 | May 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 1,391,592 | 115,154 | 1.99% | 2.04% | 39 | +20,924 | 1.53% | Q1 2026 | May 04, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 1,360,788 | 112,605 | 11.84% | 11.39% | 40 | +118,905 | 9.57% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 1,348,769 | 111,610 | 0.12% | 0.12% | 41 | +66,411 | 5.18% | Q1 2026 | May 13, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 1,294,286 | 107,102 | 9.0% | 8.88% | 42 | +30,523 | 2.42% | Q1 2026 | Apr 20, 2026 |
| Davidson Capital Management Inc. | History | Added to | 1,292,103 | 106,921 | 19.37% | 16.42% | 43 | +386,499 | 42.68% | Q1 2026 | Apr 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,247,587 | 103,237 | 0.14% | 0.14% | 44 | +13,747 | 1.11% | Q1 2026 | Apr 27, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 1,245,551 | 103,069 | 1.64% | 0.41% | 45 | +1,029,481 | 476.46% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 1,217,898 | 100,781 | 0.21% | 0.21% | 46 | -22,634 | -1.82% | Q1 2026 | May 06, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 1,215,856 | 100,612 | 0.25% | 0.25% | 47 | -65,439 | -5.11% | Q1 2026 | Apr 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,200,415 | 98,340 | 0.05% | 0.04% | 48 | +396,935 | 49.4% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 1,099,963 | 91,021 | 2.55% | 2.3% | 49 | +44,815 | 4.25% | Q1 2026 | Apr 28, 2026 |
| REBALANCE, LLC | History | Added to | 1,076,970 | 89,119 | 5.17% | 5.13% | 50 | +29,365 | 2.8% | Q1 2026 | May 11, 2026 |
| Hilton Capital Management, LLC | History | Reduced | 1,060,313 | 87,740 | 6.63% | 8.24% | 51 | -245,702 | -18.81% | Q1 2026 | May 14, 2026 |
| VANGUARD GROUP INC | History | No change | 1,015,034 | 85,009 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Advisory Alpha, LLC | History | Added to | 1,002,543 | 82,961 | 2.27% | 1.32% | 53 | +421,549 | 72.56% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,000,858 | 82,821 | 0.21% | 0.2% | 54 | +107,604 | 12.05% | Q1 2026 | Apr 30, 2026 |
| MATHER GROUP, LLC. | History | Added to | 999,855 | 82,738 | 0.83% | 0.82% | 55 | +47,703 | 5.01% | Q1 2026 | Apr 13, 2026 |
| SHP Wealth Management | History | Added to | 996,012 | 82,420 | 6.22% | 5.51% | 56 | +150,577 | 17.81% | Q1 2026 | May 08, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 987,957 | 81,565 | 4.85% | 4.78% | 57 | +107,920 | 12.26% | Q1 2026 | May 14, 2026 |
| Capital Advantage, Inc. | History | Reduced | 973,171 | 80,529 | 10.53% | 11.34% | 58 | -30,178 | -3.01% | Q1 2026 | Apr 10, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 949,261 | 78,552 | 0.78% | 0.79% | 59 | +94,385 | 11.04% | Q1 2026 | May 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 925,300 | 76,568 | 0.04% | 0.03% | 60 | +121,000 | 15.04% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 922,100 | 76,312 | 0.11% | 0.11% | 61 | +52,971 | 6.09% | Q1 2026 | May 15, 2026 |
| Busey Bank | History | Added to | 903,265 | 74,745 | 2.03% | 1.9% | 62 | +43,598 | 5.07% | Q1 2026 | Apr 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 988,226 | 72,254 | 0.15% | 0.05% | 63 | +589,007 | 147.54% | Q1 2026 | Apr 08, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 872,080 | 72,164 | 1.07% | 0.99% | 64 | +56,843 | 6.97% | Q1 2026 | May 05, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 869,001 | 71,909 | 3.42% | 3.3% | 65 | +15,011 | 1.76% | Q1 2026 | May 08, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 837,667 | 69,316 | 4.43% | 4.28% | 66 | +32,058 | 3.98% | Q1 2026 | Apr 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 837,187 | 69,277 | 0.1% | 0.09% | 67 | +53,095 | 6.77% | Q1 2026 | Apr 27, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 791,934 | 66,609 | 0.14% | 0.11% | 68 | +395,967 | 100.0% | Q1 2026 | May 12, 2026 |
| GDS Wealth Management | History | Added to | 796,336 | 65,896 | 3.96% | 3.76% | 69 | +79,220 | 11.05% | Q1 2026 | Apr 27, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 790,663 | 65,427 | 0.24% | 0.23% | 70 | +15,943 | 2.06% | Q1 2026 | Apr 24, 2026 |
| 1832 Asset Management L.P. | History | Added to | 783,540 | 64,837 | 0.06% | 0.05% | 71 | +20,314 | 2.66% | Q1 2026 | May 14, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 718,432 | 60,168 | 5.51% | 5.51% | 72 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 724,676 | 59,967 | 0.06% | 0.05% | 73 | +71,961 | 11.02% | Q1 2026 | May 12, 2026 |
| WestEnd Advisors, LLC | History | Added to | 715,751 | 59,229 | 1.43% | 1.36% | 74 | +20,630 | 2.97% | Q1 2026 | Apr 22, 2026 |
| Steele Capital Management, Inc. | History | Added to | 710,291 | 58,776 | 2.43% | 2.54% | 75 | +3,016 | 0.43% | Q1 2026 | Apr 29, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | New | 701,744 | 58,069 | 1.22% | — | 76 | +701,744 | New | Q1 2026 | May 15, 2026 |
| Dodds Wealth, LLC | History | Added to | 685,118 | 56,693 | 13.92% | 13.38% | 77 | +33,545 | 5.15% | Q1 2026 | May 08, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 684,128 | 56,611 | 0.92% | 0.18% | 78 | +557,790 | 441.51% | Q1 2026 | Apr 22, 2026 |
| Penserra Capital Management LLC | History | Added to | 675,573 | 55,903 | 0.66% | 0.35% | 79 | +327,504 | 94.09% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 674,763 | 55,836 | 0.26% | 0.26% | 80 | +5,514 | 0.82% | Q1 2026 | Apr 24, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 671,988 | 55,607 | 0.02% | 0.17% | 81 | -51,624 | -7.13% | Q1 2026 | May 04, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 660,632 | 54,667 | 0.85% | 0.9% | 82 | +5,570 | 0.85% | Q1 2026 | May 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 656,787 | 54,099 | 0.69% | 0.7% | 83 | +14,494 | 2.26% | Q1 2026 | May 06, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 645,564 | 53,420 | 0.22% | 0.22% | 84 | -16,869 | -2.55% | Q1 2026 | May 13, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 644,294 | 53,315 | 15.08% | 15.11% | 85 | +4,374 | 0.68% | Q1 2026 | May 01, 2026 |
| Arkos Global Advisors | History | Added to | 632,398 | 52,331 | 6.57% | 6.73% | 86 | +2,831 | 0.45% | Q1 2026 | May 13, 2026 |
| HOWE & RUSLING INC | History | Added to | 623,601 | 51,602 | 3.37% | 2.95% | 87 | +91,015 | 17.09% | Q1 2026 | Apr 28, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 618,693 | 51,197 | 5.89% | 5.99% | 88 | +23,900 | 4.02% | Q1 2026 | Apr 17, 2026 |
| Evergreen Advisors, LLC | History | Added to | 614,910 | 50,883 | 11.95% | 11.92% | 89 | +31,192 | 5.34% | Q1 2026 | May 05, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 606,886 | 50,219 | 1.41% | 1.23% | 90 | +75,293 | 14.16% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 600,530 | 49,697 | 0.25% | 0.26% | 91 | +12,896 | 2.19% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 600,537 | 49,677 | 0.06% | 0.05% | 92 | +130,915 | 27.88% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 595,579 | 49,284 | 0.02% | 0.02% | 93 | -24,602 | -3.97% | Q1 2026 | May 13, 2026 |
| Arista Wealth Management, LLC | History | Added to | 590,068 | 48,828 | 5.94% | 5.94% | 94 | +12,861 | 2.23% | Q1 2026 | Apr 30, 2026 |
| BESSEMER GROUP INC | History | Reduced | 587,605 | 48,626 | 0.08% | 0.08% | 95 | -33,248 | -5.36% | Q1 2026 | May 06, 2026 |
| Focused Wealth Management, Inc | History | Added to | 579,931 | 47,989 | 4.98% | 4.79% | 96 | +32,783 | 5.99% | Q1 2026 | Apr 20, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 546,875 | 45,253 | 9.76% | 9.94% | 97 | +7,232 | 1.34% | Q1 2026 | May 06, 2026 |
| Stonebridge Capital Advisors LLC | History | Added to | 538,754 | 44,581 | 3.12% | 3.0% | 98 | +22,083 | 4.27% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 526,651 | 44,107 | 0.01% | 0.01% | 99 | +61,808 | 13.3% | Q1 2026 | May 15, 2026 |
| Bishop & Co Investment Management, LLC | History | Added to | 518,516 | 42,907 | 14.72% | 13.42% | 100 | +34,841 | 7.2% | Q1 2026 | Apr 24, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 491,605 | 40,680 | 1.83% | 0.03% | 101 | +484,717 | 7037.12% | Q1 2026 | Apr 21, 2026 |
| MilWealth Group LLC | History | Added to | 483,643 | 40,021 | 9.53% | 9.39% | 102 | +12,824 | 2.72% | Q1 2026 | May 01, 2026 |
| Marion Wealth Management | History | Added to | 483,527 | 40,011 | 8.87% | 7.35% | 104 | +89,167 | 22.61% | Q1 2026 | May 12, 2026 |
| Hudock, Inc. | History | Added to | 483,519 | 40,011 | 5.89% | 5.96% | 103 | +300 | 0.06% | Q1 2026 | May 13, 2026 |
| Southern Farm Bureau Life Insurance | History | No change | 480,641 | 39,739 | 4.2% | 4.16% | 105 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Strategic Wealth Investment Group, LLC | History | Added to | 479,047 | 39,641 | 5.03% | 4.87% | 106 | +5,946 | 1.26% | Q1 2026 | May 11, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 478,117 | 39,564 | 1.34% | 1.31% | 107 | +43,568 | 10.03% | Q1 2026 | Apr 20, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 474,468 | 39,262 | 8.04% | 7.76% | 108 | +27,335 | 6.11% | Q1 2026 | Apr 06, 2026 |
| Banco Santander, S.A. | History | Added to | 471,537 | 39,019 | 0.31% | 0.21% | 109 | +136,331 | 40.67% | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 465,787 | 38,543 | 0.06% | 0.07% | 110 | -63,333 | -11.97% | Q1 2026 | May 15, 2026 |
| Newton One Investments LLC | History | Added to | 464,730 | 38,456 | 10.44% | 11.16% | 111 | +13,102 | 2.9% | Q1 2026 | Apr 24, 2026 |
| CWM, LLC | History | Added to | 461,945 | 38,225 | 0.1% | 0.1% | 112 | +16,364 | 3.67% | Q1 2026 | May 14, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 455,130 | 37,662 | 10.39% | 10.24% | 113 | +13,296 | 3.01% | Q1 2026 | Apr 15, 2026 |
| Advisors Capital Management, LLC | History | Added to | 450,085 | 37,244 | 0.43% | 0.42% | 114 | +19,152 | 4.44% | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | Added to | 447,121 | 36,999 | 0.13% | 0.13% | 115 | +19,025 | 4.44% | Q1 2026 | Jun 02, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 439,330 | 36,253 | 0.02% | 0.03% | 116 | -117,970 | -21.17% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 437,999 | 36,244 | 0.02% | 0.01% | 117 | +211,103 | 93.04% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 437,471 | 36,200 | 0.2% | 0.21% | 118 | -12,320 | -2.74% | Q1 2026 | May 05, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 423,173 | 35,017 | 4.7% | 4.44% | 119 | +33,838 | 8.69% | Q1 2026 | Apr 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 419,322 | 34,698 | 0.38% | 0.39% | 120 | +75,928 | 22.11% | Q1 2026 | May 15, 2026 |
| American Financial Advisors, LLC | History | Reduced | 415,601 | 34,390 | 4.59% | 4.49% | 121 | -78 | -0.02% | Q1 2026 | May 13, 2026 |
| Tidal Investments LLC | History | Added to | 410,448 | 33,839 | 0.07% | 0.06% | 122 | +94,277 | 29.82% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 405,333 | 33,541 | 0.78% | 1.31% | 123 | +81,403 | 25.13% | Q1 2026 | Apr 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 401,571 | 33,230 | 0.02% | 0.0% | 124 | +276,534 | 221.16% | Q1 2026 | May 12, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 400,595 | 33,149 | 1.21% | 1.17% | 125 | +29,781 | 8.03% | Q1 2026 | May 12, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 399,847 | 33,087 | 3.42% | 3.34% | 126 | +16,188 | 4.22% | Q1 2026 | May 06, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 399,532 | 33,061 | 0.01% | 0.01% | 127 | -236,150 | -37.15% | Q1 2026 | May 15, 2026 |
| MERIDIAN MANAGEMENT CO | History | Added to | 397,598 | 32,901 | 8.19% | 7.84% | 128 | +19,244 | 5.09% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 396,033 | 32,771 | 0.06% | 0.03% | 129 | +220,286 | 125.34% | Q1 2026 | May 14, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 395,833 | 32,755 | 4.28% | 4.11% | 130 | -476 | -0.12% | Q1 2026 | May 08, 2026 |
| Allen Investment Management, LLC | History | Reduced | 395,237 | 32,705 | 0.4% | 0.4% | 131 | -35,677 | -8.28% | Q1 2026 | May 07, 2026 |
| Summit Asset Management, LLC | History | Added to | 393,087 | 32,527 | 4.53% | 4.54% | 132 | +10,330 | 2.7% | Q1 2026 | May 08, 2026 |
| Waverly Advisors, LLC | History | Reduced | 390,395 | 32,305 | 0.24% | 0.27% | 133 | -1,409 | -0.36% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 389,989 | 32,272 | 2.01% | — | 134 | +389,989 | New | Q1 2026 | May 08, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 388,589 | 32,155 | 0.26% | — | 135 | +388,589 | New | Q1 2026 | May 01, 2026 |
| Hirtle & Co., LLC | History | Reduced | 388,219 | 32,125 | 1.1% | 1.11% | 136 | -1,028 | -0.26% | Q1 2026 | May 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 385,230 | 31,877 | 0.08% | 0.08% | 137 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| 25 LLC | History | Added to | 374,750 | 31,010 | 9.56% | 9.45% | 138 | +19,026 | 5.35% | Q1 2026 | Apr 20, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 372,583 | 30,831 | 0.52% | 0.46% | 139 | +41,043 | 12.38% | Q1 2026 | Apr 21, 2026 |
| Summit Financial, LLC | History | Added to | 366,291 | 30,310 | 0.39% | 0.43% | 140 | +16,221 | 4.63% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 362,748 | 30,017 | 0.17% | 0.1% | 141 | +14,108 | 4.05% | Q1 2026 | Apr 29, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 359,763 | 29,770 | 5.87% | 6.16% | 142 | -3,296 | -0.91% | Q1 2026 | May 12, 2026 |
| Pioneer Wealth Management Group | History | Added to | 358,447 | 29,661 | 8.32% | 8.51% | 143 | +23,829 | 7.12% | Q1 2026 | Apr 08, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 358,431 | 29,660 | 10.46% | 10.24% | 144 | +21,561 | 6.4% | Q1 2026 | Apr 21, 2026 |
| Vise Technologies, Inc. | History | No change | 352,454 | 29,517 | 0.58% | 0.58% | 145 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 350,665 | 29,017 | 0.15% | 0.17% | 146 | +65,926 | 23.15% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Reduced | 345,199 | 28,817 | 0.43% | 0.6% | 147 | -15,668 | -4.34% | Q1 2026 | Apr 20, 2026 |
| Essex LLC | History | Reduced | 343,429 | 28,418 | 5.02% | 5.25% | 148 | -10,322 | -2.92% | Q1 2026 | Apr 24, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 341,330 | 28,245 | 0.56% | 0.52% | 149 | +3,404 | 1.01% | Q1 2026 | Apr 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 339,843 | 28,122 | 0.58% | 0.58% | 150 | +15,997 | 4.94% | Q1 2026 | Apr 27, 2026 |
| CITIGROUP INC | History | Reduced | 337,077 | 27,893 | 0.01% | 0.01% | 151 | -63,686 | -15.89% | Q1 2026 | May 11, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Added to | 335,776 | 27,785 | 4.67% | 4.64% | 152 | +12,435 | 3.85% | Q1 2026 | Apr 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 330,049 | 27,311 | 0.3% | 0.3% | 153 | +16,978 | 5.42% | Q1 2026 | Apr 20, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 326,427 | 27,011 | 6.26% | 6.19% | 154 | +12,436 | 3.96% | Q1 2026 | May 06, 2026 |
| Savant Capital, LLC | History | Reduced | 321,325 | 26,589 | 0.13% | 0.22% | 155 | -147,459 | -31.46% | Q1 2026 | May 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 320,710 | 26,539 | 0.21% | 0.17% | 156 | +86,492 | 36.93% | Q1 2026 | Apr 07, 2026 |
| Winch Advisory Services, LLC | History | Added to | 320,635 | 26,532 | 6.06% | 5.9% | 157 | +2,255 | 0.71% | Q1 2026 | Apr 30, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 320,075 | 26,486 | 5.73% | 3.32% | 158 | +137,031 | 74.86% | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 319,243 | 26,417 | 0.33% | 0.3% | 159 | +43,570 | 15.8% | Q1 2026 | May 11, 2026 |
| Lebenthal Global Advisors, LLC | History | Reduced | 314,793 | 26,049 | 3.79% | 4.81% | 160 | -57,758 | -15.5% | Q1 2026 | May 14, 2026 |
| Ninety One UK Ltd | History | Added to | 311,749 | 25,797 | 0.06% | 0.0% | 161 | +308,639 | 9924.08% | Q1 2026 | Apr 24, 2026 |
| Parallel Advisors, LLC | History | Added to | 306,722 | 25,381 | 0.46% | 0.45% | 162 | +15,359 | 5.27% | Q1 2026 | Jun 02, 2026 |
| Hassell Wealth Management, LLC | History | Reduced | 303,730 | 25,133 | 8.43% | 8.87% | 163 | -12,966 | -4.09% | Q1 2026 | Apr 30, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 295,340 | 24,439 | 3.05% | 3.06% | 164 | +4,015 | 1.38% | Q1 2026 | May 14, 2026 |
| BIP Wealth, LLC | History | Reduced | 294,016 | 24,329 | 0.99% | 1.07% | 165 | -66,780 | -18.51% | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 291,406 | 24,113 | 0.12% | 0.13% | 166 | +14,180 | 5.11% | Q1 2026 | May 08, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 284,556 | 23,546 | 0.02% | 0.01% | 167 | +8,882 | 3.22% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 280,897 | 23,244 | 0.02% | 0.0% | 168 | +234,880 | 510.42% | Q1 2026 | May 13, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 279,071 | 23,093 | 3.62% | 3.61% | 169 | +9,922 | 3.69% | Q1 2026 | May 01, 2026 |
| Avior Wealth Management, LLC | History | Added to | 276,960 | 22,918 | 0.65% | 0.71% | 170 | +3,948 | 1.45% | Q1 2026 | Apr 09, 2026 |
| Vident Advisory, LLC | History | Added to | 274,307 | 22,698 | 0.19% | 0.14% | 171 | +84,980 | 44.89% | Q1 2026 | May 14, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Reduced | 274,190 | 22,689 | 0.46% | 0.46% | 172 | -129 | -0.05% | Q1 2026 | May 11, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 272,811 | 22,575 | 3.17% | 3.17% | 173 | -3,139 | -1.14% | Q1 2026 | May 13, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Added to | 268,566 | 22,223 | 8.27% | 7.92% | 174 | +79 | 0.03% | Q1 2026 | May 14, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 269,368 | 22,097 | 0.31% | 0.26% | 175 | +4,155 | 1.57% | Q1 2026 | Apr 22, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Added to | 266,114 | 22,020 | 9.7% | 8.95% | 176 | +16,230 | 6.5% | Q1 2026 | May 05, 2026 |
| West Financial Advisors, LLC | History | Added to | 257,997 | 21,349 | 3.62% | 3.61% | 177 | +2,702 | 1.06% | Q1 2026 | Apr 08, 2026 |
| RKL Wealth Management LLC | History | Reduced | 255,681 | 21,157 | 1.9% | 1.84% | 178 | -12,482 | -4.65% | Q1 2026 | Apr 24, 2026 |
| SpringVest Wealth Management LLC | History | Added to | 254,036 | 21,021 | 14.36% | 14.62% | 179 | +3,535 | 1.41% | Q1 2026 | Apr 21, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | Added to | 253,594 | 21,010 | 7.51% | 7.73% | 180 | +14,355 | 6.0% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 251,847 | 20,840 | 0.04% | 0.04% | 181 | -8,429 | -3.24% | Q1 2026 | May 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 249,287 | 20,628 | 0.01% | 0.01% | 182 | -29,473 | -10.57% | Q1 2026 | May 18, 2026 |
| GoalFusion Wealth Management, LLC | History | Added to | 248,049 | 20,526 | 9.31% | 9.26% | 183 | +9,050 | 3.79% | Q1 2026 | Apr 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 244,562 | 20,237 | 0.62% | 0.64% | 184 | -7,575 | -3.0% | Q1 2026 | May 13, 2026 |
| BlueSky Wealth Advisors, LLC | History | New | 242,260 | 20,047 | 2.58% | — | 185 | +242,260 | New | Q1 2026 | Apr 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 240,457 | 19,897 | 0.06% | 0.05% | 186 | -27,517 | -10.27% | Q1 2026 | May 04, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 238,214 | 19,724 | 5.16% | 5.15% | 187 | +16,475 | 7.43% | Q1 2026 | May 01, 2026 |
| Crews Bank & Trust | History | Added to | 236,156 | 19,541 | 2.83% | 2.75% | 188 | +6,722 | 2.93% | Q1 2026 | May 13, 2026 |
| RATIONAL ADVISORS, INC. | History | New | 235,761 | 19,509 | 1.99% | — | 189 | +235,761 | New | Q1 2026 | May 07, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 231,448 | 19,228 | 2.94% | 2.94% | 190 | +9,800 | 4.42% | Q1 2026 | Apr 16, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 232,087 | 19,205 | 0.6% | 0.59% | 191 | +8,372 | 3.74% | Q1 2026 | Apr 27, 2026 |
| Belpointe Asset Management LLC | History | Added to | 230,023 | 19,034 | 0.69% | 0.69% | 192 | +1,164 | 0.51% | Q1 2026 | Apr 28, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 227,644 | 18,837 | 0.6% | 0.61% | 193 | +5,146 | 2.31% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 225,079 | 18,625 | 0.03% | 0.03% | 194 | +6,354 | 2.91% | Q1 2026 | May 15, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 222,225 | 18,611 | 0.64% | 0.64% | 195 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Members Advisory Group LLC | History | Added to | 223,958 | 18,532 | 6.36% | 7.07% | 196 | +17 | 0.01% | Q1 2026 | May 05, 2026 |
| Greenspring Advisors, LLC | History | Added to | 220,313 | 18,230 | 1.11% | 1.0% | 197 | +25,885 | 13.31% | Q1 2026 | May 04, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 218,984 | 18,120 | 5.7% | 5.61% | 198 | -3,488 | -1.57% | Q1 2026 | Apr 23, 2026 |
| Longview Financial Advisors LLC | History | Added to | 218,700 | 18,097 | 9.83% | 8.79% | 199 | +28,345 | 14.89% | Q1 2026 | Apr 20, 2026 |
| Twin Cities Retirement Group LLC | History | Added to | 218,521 | 18,082 | 16.53% | 16.75% | 200 | +11,308 | 5.46% | Q1 2026 | Apr 14, 2026 |
| TAGStone Capital, Inc. | History | Added to | 217,792 | 18,022 | 6.37% | 6.6% | 201 | +6,225 | 2.94% | Q1 2026 | May 11, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 213,292 | 17,649 | 0.6% | 0.6% | 202 | -1,524 | -0.71% | Q1 2026 | May 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 212,289 | 17,566 | 0.03% | 0.0% | 203 | +209,902 | 8793.55% | Q1 2026 | May 01, 2026 |
| Modera Wealth Management, LLC | History | Added to | 210,946 | 17,455 | 0.21% | 0.2% | 204 | +194 | 0.09% | Q1 2026 | May 06, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 209,671 | 17,350 | 7.62% | 7.6% | 205 | +13,844 | 7.07% | Q1 2026 | Apr 22, 2026 |
| XY Planning Network, Inc. | History | Added to | 209,677 | 17,302 | 2.76% | 2.72% | 206 | +22,987 | 12.31% | Q1 2026 | Apr 14, 2026 |
| COMERICA BANK | History | No change | 204,064 | 17,090 | 0.07% | 0.07% | 207 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Causey Wealth LLC | History | Added to | 204,943 | 16,959 | 7.2% | 6.86% | 208 | +37,082 | 22.09% | Q1 2026 | May 12, 2026 |
| Roundview Capital LLC | History | Added to | 200,272 | 16,572 | 1.03% | 0.96% | 209 | +13,063 | 6.98% | Q1 2026 | May 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 200,257 | 16,571 | 0.36% | 0.24% | 210 | +69,308 | 52.93% | Q1 2026 | May 14, 2026 |
| Centiva Capital, LP | History | New | 200,000 | 16,550 | 0.12% | — | 211 | +200,000 | New | Q1 2026 | May 14, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 199,562 | 16,513 | 2.44% | 2.29% | 212 | +13,050 | 7.0% | Q1 2026 | Apr 21, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 192,316 | 15,914 | 2.21% | 2.34% | 213 | -8,205 | -4.09% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS | History | Added to | 190,001 | 15,722 | 0.5% | — | 214 | +190,000 | 19000000.0% | Q1 2026 | May 12, 2026 |
| Gibbs Wealth Management | History | Added to | 189,502 | 15,681 | 2.06% | 2.3% | 215 | +76,017 | 66.98% | Q1 2026 | May 13, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Reduced | 186,197 | 15,407 | 5.56% | 5.6% | 216 | -3,884 | -2.04% | Q1 2026 | May 04, 2026 |
| Fortune 45 LLC | History | Added to | 185,555 | 15,354 | 7.48% | 4.27% | 217 | +78,852 | 73.9% | Q1 2026 | Apr 28, 2026 |
| Net Worth Advisory Group | History | Added to | 184,683 | 15,282 | 3.17% | 3.03% | 218 | +5,483 | 3.06% | Q1 2026 | May 05, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 184,572 | 15,273 | 3.23% | 3.25% | 219 | +3,231 | 1.78% | Q1 2026 | May 12, 2026 |
| PETERSON WEALTH MANAGEMENT | History | New | 184,551 | 15,271 | 8.85% | — | 220 | +184,551 | New | Q1 2026 | May 15, 2026 |
| Legacy Financial Group LLC | History | Added to | 183,786 | 15,208 | 1.91% | 1.87% | 221 | +2,322 | 1.28% | Q1 2026 | May 04, 2026 |
| Financial Freedom, LLC | History | Added to | 183,524 | 15,186 | 7.56% | 7.34% | 222 | +6,822 | 3.86% | Q1 2026 | Apr 30, 2026 |
| Powers Advisory Group, LLC | History | Added to | 183,084 | 15,150 | 5.34% | 5.18% | 223 | +18,732 | 11.4% | Q1 2026 | Apr 21, 2026 |
| COMMERCE BANK | History | Added to | 182,445 | 15,097 | 0.07% | 0.03% | 224 | +118,391 | 184.83% | Q1 2026 | May 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 182,338 | 15,088 | 0.08% | 0.09% | 225 | -1,805 | -0.98% | Q1 2026 | Apr 30, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 182,102 | 15,068 | 4.71% | 4.77% | 226 | +2,413 | 1.34% | Q1 2026 | Apr 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 181,984 | 15,059 | 0.22% | 0.23% | 227 | +807 | 0.45% | Q1 2026 | May 13, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 181,935 | 15,055 | 3.0% | 3.64% | 228 | -43,008 | -19.12% | Q1 2026 | May 12, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 181,038 | 14,980 | 6.05% | 5.76% | 229 | +7,327 | 4.22% | Q1 2026 | Apr 08, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 180,501 | 14,936 | 0.02% | 0.02% | 230 | +47,487 | 35.7% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 178,449 | 14,720 | 0.03% | 0.03% | 231 | -56,274 | -23.97% | Q1 2026 | May 01, 2026 |
| Benchmark Financial, LLC | History | Added to | 176,219 | 14,582 | 13.09% | 13.0% | 232 | +20,484 | 13.15% | Q1 2026 | Apr 21, 2026 |
| Cordant, Inc. | History | Added to | 175,496 | 14,522 | 5.89% | 6.01% | 233 | +4,228 | 2.47% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 174,543 | 14,444 | 0.11% | 0.09% | 234 | +30,249 | 20.96% | Q1 2026 | May 14, 2026 |
| Matrix Trust Co | History | Reduced | 171,935 | 14,228 | 2.36% | 2.41% | 235 | -2,386 | -1.37% | Q1 2026 | Apr 09, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 170,658 | 14,121 | 0.17% | 0.16% | 236 | -1,903 | -1.1% | Q1 2026 | May 13, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 169,301 | 14,009 | 0.71% | 0.69% | 237 | +7,354 | 4.54% | Q1 2026 | May 04, 2026 |
| RFG HOLDINGS, INC. | History | New | 168,134 | 13,913 | 3.5% | — | 238 | +168,134 | New | Q1 2026 | Apr 16, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 166,214 | 13,754 | 8.08% | 8.04% | 239 | +6,336 | 3.96% | Q1 2026 | Apr 21, 2026 |
| Peak Financial Management, Inc. | History | Added to | 165,708 | 13,712 | 3.48% | 3.32% | 240 | +11,778 | 7.65% | Q1 2026 | Apr 28, 2026 |
| FLC Capital Advisors | History | Added to | 164,754 | 13,633 | 2.43% | 2.43% | 241 | +7,636 | 4.86% | Q1 2026 | May 01, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 162,814 | 13,472 | 3.56% | 3.54% | 242 | +7,640 | 4.92% | Q1 2026 | Apr 20, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 162,580 | 13,453 | 0.07% | 0.02% | 243 | +109,370 | 205.54% | Q1 2026 | May 14, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | Reduced | 160,545 | 13,285 | 1.56% | 0.92% | 244 | -13,416 | -7.71% | Q1 2026 | May 13, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 160,405 | 13,273 | 0.53% | 0.54% | 245 | -4,106 | -2.5% | Q1 2026 | Apr 13, 2026 |
| OneAscent Financial Services LLC | History | Added to | 160,173 | 13,254 | 0.72% | 0.9% | 246 | +43,161 | 36.89% | Q1 2026 | Apr 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 160,009 | 13,240 | 0.0% | 0.0% | 247 | +121,361 | 314.02% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 156,500 | 12,950 | 0.05% | 0.05% | 248 | +5,936 | 3.94% | Q1 2026 | Apr 30, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | New | 153,942 | 12,738 | 1.69% | — | 249 | +153,942 | New | Q1 2026 | Apr 21, 2026 |
| DAVENPORT & Co LLC | History | Added to | 153,910 | 12,736 | 0.07% | 0.06% | 250 | +19,664 | 14.65% | Q1 2026 | Apr 15, 2026 |
| Passumpsic Savings Bank | History | No change | 149,128 | 12,489 | 6.83% | 6.83% | 251 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Procyon Advisors, LLC | History | Added to | 150,297 | 12,437 | 0.61% | 0.61% | 252 | +2,877 | 1.95% | Q1 2026 | May 04, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 149,600 | 12,379 | 8.1% | 8.5% | 253 | -4,218 | -2.74% | Q1 2026 | May 07, 2026 |
| Westview Management dba Westview Investment Advisors | History | Reduced | 148,252 | 12,267 | 6.38% | 6.48% | 254 | -14,158 | -8.72% | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 147,881 | 12,237 | 0.01% | 0.01% | 255 | +2,626 | 1.81% | Q1 2026 | May 15, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 146,354 | 12,110 | 3.41% | 3.46% | 256 | +1,549 | 1.07% | Q1 2026 | May 01, 2026 |
| Curran Financial Partners, LLC | History | Added to | 145,227 | 12,017 | 2.15% | 0.78% | 257 | +96,169 | 196.03% | Q1 2026 | Apr 15, 2026 |
| XML Financial, LLC | History | Added to | 144,203 | 11,932 | 0.96% | 0.43% | 258 | +80,896 | 127.78% | Q1 2026 | Apr 16, 2026 |
| TSG Advice Partners, LLC | History | New | 143,627 | 11,885 | 1.78% | — | 259 | +143,627 | New | Q1 2026 | Apr 24, 2026 |
| Pallas Capital Advisors LLC | History | New | 143,071 | 11,839 | 0.45% | — | 260 | +143,071 | New | Q1 2026 | Apr 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 139,455 | 11,679 | 0.21% | 0.21% | 261 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cascade Wealth Advisors, Inc | History | Reduced | 140,444 | 11,641 | 5.11% | 5.63% | 262 | -4,939 | -3.4% | Q1 2026 | May 11, 2026 |
| BluePrint Investing LLC | History | Added to | 140,342 | 11,613 | 9.25% | 8.88% | 263 | +7,183 | 5.39% | Q1 2026 | Apr 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 139,747 | 11,564 | 0.7% | 0.04% | 264 | +132,766 | 1901.82% | Q1 2026 | Apr 13, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 139,572 | 11,549 | 0.79% | 0.78% | 265 | +1,640 | 1.19% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 137,620 | 11,388 | 0.31% | 0.29% | 266 | +1,956 | 1.44% | Q1 2026 | Apr 13, 2026 |
| Curbstone Financial Management Corp | History | Added to | 135,928 | 11,248 | 2.15% | 2.02% | 267 | +9,976 | 7.92% | Q1 2026 | Apr 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 134,952 | 11,167 | 0.1% | 0.11% | 268 | -40,770 | -23.2% | Q1 2026 | May 13, 2026 |
| Napier Financial, LLC | History | Added to | 133,960 | 11,085 | 2.54% | 2.8% | 269 | +239 | 0.18% | Q1 2026 | May 05, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 133,613 | 11,054 | 3.05% | 3.05% | 270 | -2,517 | -1.85% | Q1 2026 | Apr 27, 2026 |
| Frisco Financial Planning LLC | History | Added to | 132,102 | 10,931 | 9.02% | 9.03% | 271 | +3,122 | 2.42% | Q1 2026 | May 12, 2026 |
| STOLZ & ASSOCIATES, PS | History | Added to | 130,698 | 10,864 | 7.58% | 7.59% | 272 | +13,164 | 11.2% | Q1 2026 | Apr 21, 2026 |
| Wealth Management Nebraska | History | Reduced | 128,020 | 10,593 | 1.07% | 1.35% | 273 | -12,676 | -9.01% | Q1 2026 | May 15, 2026 |
| Uniting Wealth Partners, LLC | History | New | 127,441 | 10,545 | 2.24% | — | 274 | +127,441 | New | Q1 2026 | Apr 22, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 127,106 | 10,517 | 0.15% | 0.11% | 275 | +22,965 | 22.05% | Q1 2026 | Apr 30, 2026 |
| World Investment Advisors | History | Added to | 127,027 | 10,511 | 0.17% | 0.04% | 276 | +94,971 | 296.27% | Q1 2026 | Apr 27, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 126,404 | 10,459 | 2.49% | 2.53% | 277 | +3,116 | 2.53% | Q1 2026 | Apr 22, 2026 |
| CMH Wealth Management LLC | History | Added to | 125,269 | 10,366 | 1.78% | 2.21% | 278 | +2,233 | 1.81% | Q1 2026 | Apr 13, 2026 |
| Capital Analysts, LLC | History | Added to | 125,236 | 10,364 | 0.27% | 0.26% | 279 | +18,004 | 16.79% | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 125,192 | 10,359 | 0.2% | 0.16% | 280 | +21,756 | 21.03% | Q1 2026 | May 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 124,802 | 10,314 | 0.18% | 0.37% | 281 | +29,323 | 30.71% | Q1 2026 | May 01, 2026 |
| STEPHENS INC /AR/ | History | Added to | 123,948 | 10,256 | 0.13% | 0.13% | 282 | +3,167 | 2.62% | Q1 2026 | Apr 28, 2026 |
| Heritage Trust Co | History | Added to | 123,699 | 10,236 | 1.03% | 0.98% | 283 | +8,274 | 7.17% | Q1 2026 | May 13, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Added to | 123,665 | 10,233 | 4.14% | 3.15% | 284 | +36,195 | 41.38% | Q1 2026 | Apr 28, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 123,570 | 10,225 | 0.1% | 0.11% | 285 | -6,373 | -4.9% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | Added to | 123,530 | 10,222 | 0.21% | 0.13% | 286 | +55,604 | 81.86% | Q1 2026 | Apr 13, 2026 |
| Finivi Inc. | History | Added to | 123,196 | 10,194 | 5.57% | 4.8% | 287 | +24,184 | 24.43% | Q1 2026 | Apr 10, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Added to | 123,130 | 10,189 | 2.67% | 2.23% | 288 | +7,930 | 6.88% | Q1 2026 | May 13, 2026 |
| Cambridge Advisors Inc. | History | Added to | 122,672 | 10,151 | 1.97% | 1.95% | 289 | +72 | 0.06% | Q1 2026 | Apr 16, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 121,405 | 10,046 | 1.88% | 1.44% | 290 | +30,028 | 32.86% | Q1 2026 | Apr 28, 2026 |
| JT Stratford LLC | History | Added to | 121,106 | 10,021 | 1.28% | 1.25% | 291 | +5,165 | 4.45% | Q1 2026 | May 15, 2026 |
| NYL Investors LLC | History | Added to | 120,626 | 9,981 | 3.77% | 3.4% | 292 | +1,044 | 0.87% | Q1 2026 | May 07, 2026 |
| WHITTIER TRUST CO | History | Added to | 118,700 | 9,804 | 0.11% | 0.11% | 293 | +1,969 | 1.69% | Q1 2026 | Apr 28, 2026 |
| Divergent Planning, LLC | History | No change | 115,213 | 9,647 | 2.46% | 2.46% | 294 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 116,467 | 9,638 | 2.47% | 2.29% | 295 | -991 | -0.84% | Q1 2026 | Apr 28, 2026 |
| FineMark National Bank & Trust | History | No change | 113,759 | 9,527 | 0.3% | 0.3% | 296 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 114,956 | 9,511 | 0.3% | 0.24% | 297 | -15,266 | -11.72% | Q1 2026 | Apr 08, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 114,311 | 9,459 | 6.34% | 6.8% | 298 | -5,354 | -4.47% | Q1 2026 | Apr 29, 2026 |
| Envision Financial LLC | History | Added to | 113,675 | 9,406 | 5.06% | 4.89% | 299 | +3,242 | 2.94% | Q1 2026 | Apr 16, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 113,081 | 9,357 | 1.3% | 1.26% | 300 | +467 | 0.41% | Q1 2026 | May 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 112,100 | 9,276 | 0.11% | 0.11% | 301 | +10,339 | 10.16% | Q1 2026 | Apr 20, 2026 |
| Silver Coast Investments LLC | History | Added to | 111,908 | 9,260 | 2.96% | 3.09% | 302 | +4,716 | 4.4% | Q1 2026 | Apr 22, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 111,593 | 9,234 | 0.07% | 0.1% | 303 | +9,673 | 9.49% | Q1 2026 | May 15, 2026 |
| Family CFO Inc | History | Reduced | 111,575 | 9,232 | 4.13% | 4.49% | 304 | -8,414 | -7.01% | Q1 2026 | Apr 28, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 110,926 | 9,179 | 0.11% | 0.13% | 305 | -530 | -0.48% | Q1 2026 | Apr 23, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 110,098 | 9,110 | 1.28% | 1.88% | 306 | -11,426 | -9.4% | Q1 2026 | Apr 20, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 108,134 | 8,948 | 0.65% | 0.65% | 307 | -12,504 | -10.36% | Q1 2026 | Apr 16, 2026 |
| Miller Capital Partners, Inc. | History | Added to | 107,054 | 8,858 | 4.26% | 4.34% | 308 | +4,200 | 4.08% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 106,997 | 8,854 | 0.44% | 0.45% | 309 | +4,049 | 3.93% | Q1 2026 | Apr 23, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 106,673 | 8,827 | 0.65% | 0.83% | 310 | -27,043 | -20.22% | Q1 2026 | Apr 22, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 106,534 | 8,815 | 4.37% | 4.24% | 311 | +5,926 | 5.89% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 106,224 | 8,790 | 0.28% | 0.27% | 312 | +7,291 | 7.37% | Q1 2026 | Apr 08, 2026 |
| Mutual Advisors, LLC | History | Added to | 106,182 | 8,786 | 0.19% | 0.1% | 313 | +50,658 | 91.24% | Q1 2026 | May 01, 2026 |
| Petix & Botte Co | History | Reduced | 106,006 | 8,772 | 1.95% | 2.16% | 314 | -7,700 | -6.77% | Q1 2026 | Apr 30, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Added to | 105,583 | 8,736 | 8.11% | 7.73% | 315 | +6,571 | 6.64% | Q1 2026 | Apr 24, 2026 |
| Fortress Financial Solutions, LLC | History | Added to | 104,195 | 8,622 | 9.01% | 8.48% | 316 | +5,264 | 5.32% | Q1 2026 | May 04, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 103,223 | 8,541 | 1.52% | 1.55% | 317 | +4,375 | 4.43% | Q1 2026 | May 01, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 102,767 | 8,503 | 0.45% | 0.39% | 318 | -1,743 | -1.67% | Q1 2026 | Apr 28, 2026 |
| Farrell Financial LLC | History | Added to | 102,555 | 8,486 | 5.07% | 4.6% | 319 | +9,319 | 10.0% | Q1 2026 | Apr 13, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 102,499 | 8,482 | 2.31% | 2.25% | 320 | +6,354 | 6.61% | Q1 2026 | Apr 29, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 102,008 | 8,441 | 0.45% | 0.47% | 321 | -8,726 | -7.88% | Q1 2026 | Apr 29, 2026 |
| NORTHERN TRUST CORP | History | Added to | 101,647 | 8,411 | 0.0% | 0.0% | 322 | +2,379 | 2.4% | Q1 2026 | May 14, 2026 |
| Trek Financial, LLC | History | Added to | 101,592 | 8,406 | 0.45% | 0.2% | 323 | +60,089 | 144.78% | Q1 2026 | May 13, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 100,907 | 8,350 | 2.79% | 2.66% | 324 | +4,565 | 4.74% | Q1 2026 | Apr 14, 2026 |
| CENTRAL TRUST Co | History | Reduced | 100,861 | 8,346 | 0.16% | 0.17% | 325 | -1,870 | -1.82% | Q1 2026 | Apr 17, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 100,503 | 8,316 | 1.64% | 0.14% | 326 | +92,335 | 1130.45% | Q1 2026 | Apr 20, 2026 |
| Covington Investment Advisors Inc. | History | Added to | 100,301 | 8,300 | 1.22% | 1.12% | 327 | +2,044 | 2.08% | Q1 2026 | May 12, 2026 |
| GTS SECURITIES LLC | History | Added to | 99,881 | 8,265 | 0.29% | 0.1% | 328 | +63,675 | 175.87% | Q1 2026 | May 14, 2026 |
| HEADINVEST, LLC | History | Added to | 98,871 | 8,181 | 1.68% | 1.58% | 329 | +3,756 | 3.95% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 98,693 | 8,166 | 0.28% | 0.17% | 330 | +216 | 0.22% | Q1 2026 | Apr 23, 2026 |
| Erickson Financial Group, LLC | History | Added to | 98,538 | 8,154 | 5.11% | 4.81% | 331 | +5,084 | 5.44% | Q1 2026 | Apr 08, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 97,561 | 8,073 | 1.01% | 1.56% | 332 | -366 | -0.37% | Q1 2026 | May 18, 2026 |
| Partners in Financial Planning | History | Added to | 97,374 | 8,057 | 1.34% | 1.33% | 333 | +3,540 | 3.77% | Q1 2026 | May 11, 2026 |
| Stone Summit Wealth LLC | History | Added to | 97,089 | 8,034 | 2.24% | 2.13% | 334 | +3,258 | 3.47% | Q1 2026 | Apr 22, 2026 |
| VAN STRUM & TOWNE INC. | History | Added to | 96,746 | 8,005 | 2.34% | 2.22% | 335 | +2,151 | 2.27% | Q1 2026 | May 07, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 96,312 | 7,969 | 0.28% | 0.28% | 336 | +1,324 | 1.39% | Q1 2026 | May 06, 2026 |
| LexAurum Advisors, LLC | History | New | 94,173 | 7,792 | 1.01% | — | 337 | +94,173 | New | Q1 2026 | Apr 13, 2026 |
| Crewe Advisors LLC | History | Added to | 93,118 | 7,705 | 0.66% | 0.69% | 338 | +138 | 0.15% | Q1 2026 | May 07, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 92,730 | 7,673 | 0.36% | 0.13% | 339 | +57,897 | 166.21% | Q1 2026 | Apr 29, 2026 |
| Pacific Wealth Management | History | Added to | 92,380 | 7,644 | 4.11% | 3.56% | 340 | +858 | 0.94% | Q1 2026 | May 05, 2026 |
| Banque Transatlantique SA | History | New | 89,462 | 7,402 | 0.18% | — | 341 | +89,462 | New | Q1 2026 | May 13, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 88,291 | 7,306 | 0.39% | 0.38% | 342 | +1,204 | 1.38% | Q1 2026 | Apr 27, 2026 |
| GREENWOOD GEARHART LLC | History | Reduced | 88,277 | 7,304 | 0.4% | 0.41% | 343 | -1,665 | -1.85% | Q1 2026 | May 06, 2026 |
| Sowell Financial Services LLC | History | Reduced | 87,155 | 7,212 | 0.27% | 0.3% | 344 | -10,536 | -10.79% | Q1 2026 | Apr 20, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 86,944 | 7,194 | 0.53% | 0.51% | 345 | +1,405 | 1.64% | Q1 2026 | Apr 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 86,354 | 7,145 | 0.07% | — | 346 | +86,354 | New | Q1 2026 | May 13, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 86,184 | 7,131 | 0.48% | 0.53% | 347 | -5,093 | -5.58% | Q1 2026 | May 12, 2026 |
| Latigo Investments, LLC | History | No change | 86,019 | 7,118 | 3.55% | 3.54% | 348 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Reduced | 85,653 | 7,087 | 4.35% | 4.92% | 349 | -2,656 | -3.01% | Q1 2026 | May 04, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Reduced | 84,922 | 7,027 | 1.81% | 1.8% | 350 | -795 | -0.93% | Q1 2026 | May 07, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 83,822 | 6,936 | 1.98% | 1.98% | 351 | +2,557 | 3.15% | Q1 2026 | Apr 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 83,401 | 6,901 | 0.0% | 0.01% | 352 | -113,429 | -57.63% | Q1 2026 | May 04, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 83,268 | 6,869 | 0.02% | 0.03% | 353 | +18,572 | 28.71% | Q1 2026 | May 12, 2026 |
| NorthRock Partners, LLC | History | Reduced | 82,660 | 6,840 | 0.11% | 0.12% | 354 | -960 | -1.15% | Q1 2026 | May 15, 2026 |
| Graetz Wealth LLC | History | Reduced | 82,378 | 6,816 | 6.08% | 6.7% | 355 | -5,460 | -6.22% | Q1 2026 | Apr 30, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 81,720 | 6,762 | 0.09% | 0.08% | 356 | +6,206 | 8.22% | Q1 2026 | May 15, 2026 |
| Telos Capital Management, Inc. | History | Added to | 81,500 | 6,744 | 0.65% | 0.61% | 357 | +3,357 | 4.3% | Q1 2026 | Apr 16, 2026 |
| Prospera Financial Services Inc | History | Reduced | 81,053 | 6,707 | 0.11% | 0.14% | 358 | -23,218 | -22.27% | Q1 2026 | Apr 14, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | New | 80,829 | 6,688 | 0.97% | — | 359 | +80,829 | New | Q1 2026 | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 80,497 | 6,661 | 0.02% | 0.01% | 360 | +30,742 | 61.79% | Q1 2026 | May 15, 2026 |
| Systelligence, LLC | History | Reduced | 79,819 | 6,605 | 1.28% | 2.43% | 361 | -72,633 | -47.64% | Q1 2026 | Apr 21, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 79,724 | 6,597 | 0.5% | 0.54% | 362 | -6,026 | -7.03% | Q1 2026 | Apr 14, 2026 |
| Buska Wealth Management, LLC | History | Added to | 79,122 | 6,547 | 2.63% | 2.32% | 363 | +4,020 | 5.35% | Q1 2026 | Apr 13, 2026 |
| FMR LLC | History | Added to | 78,743 | 6,515 | 0.0% | 0.0% | 364 | +14,099 | 21.81% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 78,495 | 6,477 | 0.06% | 0.06% | 365 | +12,432 | 18.82% | Q1 2026 | Apr 07, 2026 |
| Brucke Financial, Inc. | History | Reduced | 78,198 | 6,470 | 3.28% | 3.99% | 366 | -8,963 | -10.28% | Q1 2026 | Apr 10, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 76,973 | 6,369 | 0.01% | 0.02% | 367 | -20,366 | -20.92% | Q1 2026 | May 14, 2026 |
| CONSCIOUS WEALTH INVESTMENTS, LLC | History | Added to | 75,804 | 6,319 | 3.52% | 3.54% | 368 | +5,388 | 7.65% | Q1 2026 | Apr 23, 2026 |
| Glenview Trust Co | History | Added to | 76,229 | 6,307 | 0.1% | 0.08% | 369 | +12,849 | 20.27% | Q1 2026 | May 08, 2026 |
| Atria Investments, Inc | History | Reduced | 75,396 | 6,239 | 0.07% | 0.16% | 370 | -88,374 | -53.96% | Q1 2026 | May 05, 2026 |
| Stelac Advisory Services LLC | History | Added to | 75,384 | 6,238 | 1.26% | 2.07% | 371 | +5,382 | 7.69% | Q1 2026 | May 08, 2026 |
| First Pacific Financial | History | Added to | 75,273 | 6,228 | 0.8% | 0.81% | 372 | +880 | 1.18% | Q1 2026 | Apr 23, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 75,119 | 6,216 | 0.5% | 0.63% | 373 | -20,735 | -21.63% | Q1 2026 | May 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 75,050 | 6,210 | 0.2% | 0.19% | 374 | +5,492 | 7.9% | Q1 2026 | May 14, 2026 |
| Acropolis Investment Management, LLC | History | No change | 74,670 | 6,178 | 0.27% | 0.28% | 375 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Independent Advisor Alliance | History | Added to | 74,225 | 6,142 | 0.07% | 0.1% | 376 | +24,757 | 50.05% | Q1 2026 | May 12, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 74,183 | 6,138 | 0.54% | — | 377 | +74,183 | New | Q1 2026 | May 06, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 73,133 | 6,124 | 1.92% | 1.92% | 378 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Headlands Technologies LLC | History | Added to | 73,887 | 6,114 | 0.7% | 0.21% | 379 | +43,480 | 142.99% | Q1 2026 | May 13, 2026 |
| CGN Advisors LLC | History | Added to | 73,789 | 6,106 | 0.48% | 0.45% | 380 | +5,832 | 8.58% | Q1 2026 | Apr 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 73,539 | 6,085 | 0.03% | 0.02% | 381 | +3,286 | 4.68% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 73,137 | 6,052 | 0.0% | 0.0% | 382 | -1,506 | -2.02% | Q1 2026 | May 12, 2026 |
| Horizon Investments, LLC | History | Added to | 73,718 | 6,050 | 0.07% | 0.01% | 383 | +68,848 | 1413.72% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 72,966 | 6,037 | 0.02% | 0.02% | 384 | +2,516 | 3.57% | Q1 2026 | May 08, 2026 |
| Prospect Financial Services LLC | History | Reduced | 72,869 | 6,029 | 3.68% | 3.63% | 385 | -2,517 | -3.34% | Q1 2026 | Apr 24, 2026 |
| W.H. Cornerstone Investments Inc. | History | Reduced | 72,779 | 6,022 | 3.76% | 3.9% | 386 | -4,395 | -5.69% | Q1 2026 | Apr 28, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 72,319 | 5,984 | 0.82% | 0.82% | 387 | +2,485 | 3.56% | Q1 2026 | Apr 14, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 72,181 | 5,973 | 3.24% | 2.61% | 388 | +15,636 | 27.65% | Q1 2026 | Apr 29, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 72,079 | 5,964 | 2.1% | 1.67% | 389 | +16,295 | 29.21% | Q1 2026 | Apr 08, 2026 |
| One William Street Capital Management, L.P. | History | New | 71,700 | 5,933 | 0.5% | — | 390 | +71,700 | New | Q1 2026 | May 14, 2026 |
| Counterweight Ventures, LLC | History | Added to | 71,075 | 5,881 | 3.3% | 2.87% | 391 | +9,920 | 16.22% | Q1 2026 | Apr 27, 2026 |
| Altus Wealth Group LLC | History | Added to | 71,069 | 5,880 | 2.41% | 2.28% | 392 | +2,942 | 4.32% | Q1 2026 | Apr 27, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 70,673 | 5,848 | 0.11% | 0.1% | 393 | +1,286 | 1.85% | Q1 2026 | Apr 10, 2026 |
| Auour Investments LLC | History | Added to | 70,628 | 5,844 | 1.84% | 1.87% | 394 | +542 | 0.77% | Q1 2026 | Apr 20, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Added to | 69,917 | 5,785 | 3.32% | 2.65% | 395 | +18,760 | 36.67% | Q1 2026 | Apr 23, 2026 |
| ATLas Financial Planning LLC | History | Added to | 69,900 | 5,784 | 5.19% | 5.1% | 396 | +7,827 | 12.61% | Q1 2026 | Apr 27, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 69,765 | 5,782 | 0.11% | 0.05% | 397 | +41,524 | 147.03% | Q1 2026 | May 11, 2026 |
| PFG Advisors | History | Reduced | 68,824 | 5,695 | 0.28% | 0.69% | 398 | -100,175 | -59.28% | Q1 2026 | May 05, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 68,495 | 5,664 | 2.58% | 2.61% | 399 | +95 | 0.14% | Q1 2026 | Apr 22, 2026 |
| Golden Bell Financial Planning LLC | History | Added to | 68,324 | 5,653 | 4.51% | 4.55% | 400 | +2,991 | 4.58% | Q1 2026 | May 05, 2026 |
| Sigma Planning Corp | History | Added to | 68,066 | 5,632 | 0.16% | 0.15% | 401 | +3,334 | 5.15% | Q1 2026 | May 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 67,433 | 5,579 | 0.01% | 0.1% | 402 | -1,222,166 | -94.77% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 66,670 | 5,516 | 0.04% | 0.04% | 403 | +2,030 | 3.14% | Q1 2026 | Apr 15, 2026 |
| Mechanics Bank Trust Department | History | Added to | 66,347 | 5,490 | 0.76% | 0.24% | 404 | +44,658 | 205.9% | Q1 2026 | Apr 09, 2026 |
| Capasso Planning Partners LLC | History | Added to | 66,201 | 5,478 | 2.96% | 2.92% | 405 | +2,494 | 3.91% | Q1 2026 | May 27, 2026 |
| Verde Capital Management | History | Reduced | 65,473 | 5,417 | 1.16% | 1.32% | 406 | -8,499 | -11.49% | Q1 2026 | Apr 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 64,811 | 5,362 | 0.1% | 0.09% | 407 | +11,458 | 21.48% | Q1 2026 | May 11, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 63,938 | 5,354 | 3.35% | 3.35% | 408 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| VIAWEALTH, LLC | History | Reduced | 64,598 | 5,345 | 2.98% | 3.15% | 409 | -2,343 | -3.5% | Q1 2026 | May 11, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 64,090 | 5,303 | 0.02% | 0.01% | 410 | +9,400 | 17.19% | Q1 2026 | May 13, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 63,430 | 5,248 | 1.93% | 1.83% | 411 | +2,961 | 4.9% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Reduced | 62,287 | 5,154 | 0.02% | 0.02% | 412 | -218 | -0.35% | Q1 2026 | May 14, 2026 |
| Tide Cove Capital Partners LLC | History | Added to | 61,673 | 5,123 | 3.49% | 3.54% | 413 | +500 | 0.82% | Q1 2026 | Apr 28, 2026 |
| Harfst & Associates, Inc. | History | Reduced | 61,706 | 5,106 | 0.91% | 1.29% | 414 | -24,060 | -28.05% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Added to | 61,639 | 5,100 | 0.02% | 0.02% | 415 | +3,426 | 5.89% | Q1 2026 | May 11, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 60,843 | 5,080 | 1.34% | 1.4% | 416 | +1,301 | 2.19% | Q1 2026 | Apr 21, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 61,140 | 5,059 | 0.21% | 0.2% | 417 | +5,330 | 9.55% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Added to | 60,173 | 4,979 | 0.03% | 0.03% | 418 | +3,331 | 5.86% | Q1 2026 | May 15, 2026 |
| CVS HEALTH Corp | History | New | 60,000 | 4,965 | 2.34% | — | 419 | +60,000 | New | Q1 2026 | May 07, 2026 |
| BetterWealth, LLC | History | Added to | 59,868 | 4,954 | 0.97% | 1.04% | 420 | +5,269 | 9.65% | Q1 2026 | Apr 24, 2026 |
| Gotham Asset Management, LLC | History | Added to | 59,864 | 4,953 | 0.02% | 0.0% | 421 | +45,018 | 303.23% | Q1 2026 | May 15, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 59,717 | 4,941 | 1.96% | 1.9% | 422 | +1,265 | 2.16% | Q1 2026 | May 14, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 59,545 | 4,927 | 0.1% | 0.08% | 423 | +8,897 | 17.57% | Q1 2026 | May 14, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 59,430 | 4,917 | 0.78% | 0.8% | 424 | -2,114 | -3.43% | Q1 2026 | Apr 13, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 59,142 | 4,893 | 3.79% | 6.64% | 425 | -37,980 | -39.11% | Q1 2026 | Apr 07, 2026 |
| Sovran Advisors, LLC | History | Added to | 58,986 | 4,887 | 0.38% | 0.4% | 426 | +2,814 | 5.01% | Q1 2026 | May 01, 2026 |
| Monument Capital Management | History | Reduced | 58,841 | 4,869 | 1.22% | 1.28% | 427 | -2,615 | -4.26% | Q1 2026 | Apr 15, 2026 |
| Veridan Wealth LLC | History | Added to | 58,672 | 4,855 | 1.8% | 1.61% | 428 | +1,437 | 2.51% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 58,131 | 4,810 | 0.04% | 0.03% | 429 | +7,585 | 15.01% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 57,949 | 4,795 | 0.3% | 0.28% | 430 | +5,781 | 11.08% | Q1 2026 | Apr 27, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 57,804 | 4,783 | 0.24% | 0.24% | 431 | -1,300 | -2.2% | Q1 2026 | May 07, 2026 |
| JBGlobal.com LLC | History | New | 57,690 | 4,773 | 4.7% | — | 432 | +57,690 | New | Q1 2026 | Apr 07, 2026 |
| NICOLET BANKSHARES INC | History | New | 57,348 | 4,745 | 0.18% | — | 434 | +57,348 | New | Q1 2026 | May 14, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 56,665 | 4,745 | 0.53% | 0.53% | 433 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 57,074 | 4,722 | 0.05% | 0.05% | 435 | +1,138 | 2.03% | Q1 2026 | Apr 28, 2026 |
| Bay Rivers Group | History | Added to | 56,772 | 4,697 | 1.96% | 1.86% | 436 | +1,812 | 3.3% | Q1 2026 | Apr 13, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 56,589 | 4,682 | 0.03% | 0.03% | 437 | +4,736 | 9.13% | Q1 2026 | May 05, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 56,154 | 4,646 | 2.91% | 2.94% | 438 | -772 | -1.36% | Q1 2026 | Apr 15, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 56,003 | 4,634 | 0.13% | 0.14% | 439 | -1,310 | -2.29% | Q1 2026 | May 12, 2026 |
| 21 West Wealth Management LLC | History | Added to | 55,940 | 4,629 | 4.3% | 4.01% | 440 | +3,478 | 6.63% | Q1 2026 | Apr 15, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 55,291 | 4,575 | 0.65% | 0.61% | 441 | +2,285 | 4.31% | Q1 2026 | Apr 15, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 55,295 | 4,575 | 0.8% | 0.81% | 442 | +150 | 0.27% | Q1 2026 | Apr 23, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 55,056 | 4,555 | 1.02% | 1.13% | 443 | -1,225 | -2.18% | Q1 2026 | May 14, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Added to | 54,779 | 4,532 | 1.66% | 0.72% | 444 | +31,601 | 136.34% | Q1 2026 | May 08, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 54,684 | 4,525 | 0.31% | 0.22% | 445 | +21,449 | 64.54% | Q1 2026 | Apr 17, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 54,253 | 4,489 | 0.22% | 0.19% | 446 | +7,892 | 17.02% | Q1 2026 | May 04, 2026 |
| Portside Wealth Group, LLC | History | Added to | 54,237 | 4,488 | 0.61% | 0.59% | 447 | +2,211 | 4.25% | Q1 2026 | May 12, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 53,765 | 4,449 | 3.1% | 3.07% | 448 | +1,503 | 2.88% | Q1 2026 | Apr 08, 2026 |
| WEIK CAPITAL MANAGEMENT | History | Added to | 53,727 | 4,445 | 1.77% | 1.6% | 449 | +2,753 | 5.4% | Q1 2026 | May 12, 2026 |
| McMill Wealth Management | History | Reduced | 53,646 | 4,439 | 1.18% | 1.26% | 450 | -20 | -0.04% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 53,364 | 4,415 | 0.01% | 0.02% | 451 | -135,000 | -71.67% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 53,315 | 4,411 | 0.07% | 0.07% | 452 | +14,359 | 36.86% | Q1 2026 | May 15, 2026 |
| BANK HAPOALIM BM | History | Reduced | 53,160 | 4,399 | 0.67% | 0.4% | 453 | -2,022 | -3.66% | Q1 2026 | May 04, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 52,846 | 4,365 | 0.09% | 0.09% | 454 | -669 | -1.25% | Q1 2026 | Apr 28, 2026 |
| HRT FINANCIAL LP | History | Reduced | 52,673 | 4,358 | 0.01% | 0.06% | 455 | -159,092 | -75.13% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 51,942 | 4,298 | 0.09% | 0.09% | 456 | -2,131 | -3.94% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Added to | 51,902 | 4,294 | 0.05% | 0.04% | 457 | +6,165 | 13.48% | Q1 2026 | Apr 16, 2026 |
| Hofer & Associates. Inc | History | Added to | 51,409 | 4,254 | 2.29% | 2.21% | 458 | +1,522 | 3.05% | Q1 2026 | Apr 21, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 51,428 | 4,252 | 0.03% | 0.03% | 459 | +679 | 1.34% | Q1 2026 | May 15, 2026 |
| ADVISORY RESEARCH INC | History | Added to | 50,986 | 4,219 | 0.52% | 0.47% | 460 | +6,520 | 14.66% | Q1 2026 | May 14, 2026 |
| SWAN Capital LLC | History | Reduced | 50,795 | 4,203 | 1.55% | 1.73% | 462 | -2,210 | -4.17% | Q1 2026 | May 14, 2026 |
| Perennial Advisors, LLC | History | Added to | 50,800 | 4,203 | 0.72% | 0.69% | 461 | +1,761 | 3.59% | Q1 2026 | Apr 13, 2026 |
| NOVEM GROUP | History | Added to | 50,781 | 4,202 | 0.48% | 0.48% | 463 | +1,178 | 2.37% | Q1 2026 | Apr 10, 2026 |
| Guardian Wealth Management, Inc. | History | Added to | 50,404 | 4,170 | 2.28% | 2.1% | 464 | +7,641 | 17.87% | Q1 2026 | May 08, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 50,356 | 4,166 | 0.0% | 0.0% | 465 | -1,881 | -3.6% | Q1 2026 | May 06, 2026 |
| Cloud Capital Management, LLC | History | New | 49,955 | 4,133 | 1.8% | — | 466 | +49,955 | New | Q1 2026 | May 12, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 49,955 | 4,131 | 1.55% | 1.12% | 467 | +16,664 | 50.06% | Q1 2026 | May 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 49,668 | 4,110 | 0.19% | 0.21% | 468 | +3,164 | 6.8% | Q1 2026 | Apr 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 48,987 | 4,102 | 0.14% | 0.14% | 469 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 49,502 | 4,096 | 1.27% | 0.89% | 470 | +14,369 | 40.9% | Q1 2026 | Apr 20, 2026 |
| Titan Investment Management LLC | History | Added to | 49,361 | 4,084 | 3.6% | 3.18% | 471 | +7,644 | 18.32% | Q1 2026 | Apr 28, 2026 |
| CRA Financial Services, LLC | History | Reduced | 48,920 | 4,048 | 0.53% | 0.54% | 472 | -573 | -1.16% | Q1 2026 | Apr 09, 2026 |
| Avant Financial Advisors LLC | History | Added to | 48,900 | 4,046 | 2.84% | 2.88% | 473 | +1,088 | 2.28% | Q1 2026 | Apr 23, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 48,571 | 4,019 | 0.15% | 0.14% | 474 | +3,018 | 6.63% | Q1 2026 | May 14, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 47,785 | 3,954 | 0.47% | 0.45% | 475 | +1,321 | 2.84% | Q1 2026 | Apr 21, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 47,403 | 3,922 | 0.02% | 0.03% | 476 | -2,282 | -4.59% | Q1 2026 | May 05, 2026 |
| Aries Wealth Management | History | Reduced | 47,207 | 3,906 | 0.86% | 0.88% | 477 | -207 | -0.44% | Q1 2026 | May 14, 2026 |
| Bull Street Advisors, LLC | History | Added to | 46,876 | 3,879 | 1.92% | 1.78% | 478 | +1,055 | 2.3% | Q1 2026 | Apr 24, 2026 |
| Severin Investments, LLC | History | Added to | 46,867 | 3,878 | 3.33% | 0.83% | 479 | +35,648 | 317.75% | Q1 2026 | Apr 24, 2026 |
| Coston, McIsaac & Partners | History | Added to | 46,865 | 3,878 | 0.88% | 0.82% | 480 | +4,533 | 10.71% | Q1 2026 | Apr 22, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 46,894 | 3,875 | 0.15% | 0.24% | 481 | -13,927 | -22.9% | Q1 2026 | May 04, 2026 |
| MBE Wealth Management, LLC | History | No change | 46,782 | 3,871 | 1.61% | 1.64% | 482 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 45,375 | 3,754 | 0.03% | 0.02% | 483 | +5,005 | 12.4% | Q1 2026 | May 11, 2026 |
| Prostatis Group LLC | History | Added to | 44,993 | 3,723 | 0.95% | 0.51% | 484 | +19,280 | 74.98% | Q1 2026 | May 12, 2026 |
| Composition Wealth, LLC | History | Reduced | 44,908 | 3,716 | 0.05% | 0.06% | 485 | -6,052 | -11.88% | Q1 2026 | Apr 08, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 44,668 | 3,696 | 0.14% | 0.15% | 486 | -2,615 | -5.53% | Q1 2026 | May 12, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Added to | 44,481 | 3,680 | 2.78% | 2.74% | 487 | +1,526 | 3.55% | Q1 2026 | May 15, 2026 |
| United Community Bank | History | New | 44,289 | 3,664 | 1.22% | — | 489 | +44,289 | New | Q1 2026 | Apr 24, 2026 |
| OxenFree Capital LLC | History | Added to | 43,956 | 3,664 | 1.78% | 1.82% | 488 | +2,575 | 6.22% | Q1 2026 | Apr 16, 2026 |
| Breakwater Capital Group | History | Added to | 44,146 | 3,653 | 0.49% | 0.5% | 490 | +1,386 | 3.24% | Q1 2026 | Apr 20, 2026 |
| Williams Financial, LLC | History | Reduced | 44,100 | 3,649 | 2.12% | 2.14% | 491 | -168 | -0.38% | Q1 2026 | Apr 24, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 43,155 | 3,571 | 0.05% | 0.07% | 492 | -5,571 | -11.43% | Q1 2026 | May 11, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 42,969 | 3,555 | 0.21% | 0.21% | 493 | +856 | 2.03% | Q1 2026 | May 13, 2026 |
| EPIQ PARTNERS, LLC | History | Added to | 42,904 | 3,550 | 1.66% | 1.43% | 494 | +6,351 | 17.37% | Q1 2026 | Apr 09, 2026 |
| Foster Group, Inc. | History | Added to | 42,449 | 3,512 | 0.1% | 0.11% | 495 | +752 | 1.8% | Q1 2026 | Apr 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 42,068 | 3,481 | 0.11% | 0.05% | 496 | +5,958 | 16.5% | Q1 2026 | Apr 29, 2026 |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | History | Added to | 42,035 | 3,478 | 0.52% | 0.37% | 497 | +10,806 | 34.6% | Q1 2026 | May 07, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | Reduced | 41,665 | 3,447 | 1.73% | 1.73% | 498 | -300 | -0.71% | Q1 2026 | May 15, 2026 |
| Carnegie Investment Counsel | History | Added to | 41,641 | 3,445 | 0.07% | 0.05% | 499 | +10,154 | 32.25% | Q1 2026 | May 01, 2026 |
| HORAN Wealth, LLC | History | Added to | 41,177 | 3,407 | 0.32% | 0.53% | 500 | +268 | 0.66% | Q1 2026 | May 08, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 41,103 | 3,401 | 0.5% | 0.59% | 501 | +2,966 | 7.78% | Q1 2026 | May 04, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 40,998 | 3,392 | 1.47% | 1.44% | 502 | +1,405 | 3.55% | Q1 2026 | May 01, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Reduced | 40,902 | 3,384 | 2.48% | 2.52% | 503 | -142 | -0.35% | Q1 2026 | May 08, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 40,717 | 3,369 | 0.24% | 0.18% | 504 | +10,853 | 36.34% | Q1 2026 | May 12, 2026 |
| Tandem Investment Partners LLC | History | Added to | 40,665 | 3,365 | 2.85% | 2.63% | 505 | +3,473 | 9.34% | Q1 2026 | May 13, 2026 |
| Rothschild Wealth LLC | History | Added to | 40,542 | 3,354 | 0.3% | 0.32% | 506 | +603 | 1.51% | Q1 2026 | May 06, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 40,067 | 3,315 | 0.15% | 0.12% | 507 | +6,799 | 20.44% | Q1 2026 | May 06, 2026 |
| HSBC HOLDINGS PLC | History | New | 39,944 | 3,305 | 0.0% | — | 508 | +39,944 | New | Q1 2026 | Apr 30, 2026 |
| Certified Advisory Corp | History | Added to | 39,713 | 3,286 | 0.29% | 0.27% | 509 | +4,377 | 12.39% | Q1 2026 | Apr 17, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 39,705 | 3,285 | 0.27% | 0.17% | 510 | +14,890 | 60.0% | Q1 2026 | May 06, 2026 |
| Cadence Bank | History | No change | 38,907 | 3,258 | 0.19% | 0.19% | 511 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 39,304 | 3,252 | 0.37% | 0.33% | 512 | +3,494 | 9.76% | Q1 2026 | Apr 16, 2026 |
| REDW Wealth LLC | History | Reduced | 39,026 | 3,229 | 1.29% | 1.28% | 513 | -1,022 | -2.55% | Q1 2026 | May 07, 2026 |
| PVG ASSET MANAGEMENT CORP | History | Added to | 38,978 | 3,215 | 1.9% | 1.64% | 514 | +29,726 | 321.29% | Q1 2026 | Jun 16, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 38,765 | 3,207 | 0.01% | — | 516 | +38,765 | New | Q1 2026 | May 15, 2026 |
| Fortis Capital Management LLC | History | Added to | 38,757 | 3,207 | 0.33% | 0.43% | 515 | +246 | 0.64% | Q1 2026 | May 11, 2026 |
| Modus Advisors, LLC | History | Added to | 38,558 | 3,190 | 0.88% | 0.76% | 517 | +4,089 | 11.86% | Q1 2026 | May 04, 2026 |
| American Investment Services, Inc. | History | Added to | 38,520 | 3,187 | 0.71% | 0.75% | 518 | +82 | 0.21% | Q1 2026 | May 13, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 38,500 | 3,185 | 0.24% | 0.23% | 519 | +3,860 | 11.14% | Q1 2026 | Apr 30, 2026 |
| Payne Capital LLC | History | Reduced | 38,105 | 3,153 | 2.89% | 3.25% | 520 | -3 | -0.01% | Q1 2026 | Apr 20, 2026 |
| Quartz Partners, LLC | History | Added to | 38,041 | 3,147 | 1.22% | 1.07% | 521 | +3,542 | 10.27% | Q1 2026 | May 05, 2026 |
| Rossby Financial, LCC | History | Added to | 38,129 | 3,146 | 0.64% | 0.83% | 522 | +6,133 | 19.17% | Q1 2026 | May 11, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 38,164 | 3,126 | 0.16% | 0.17% | 523 | -816 | -2.09% | Q1 2026 | May 15, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Reduced | 37,543 | 3,106 | 0.27% | 0.29% | 524 | -2,822 | -6.99% | Q1 2026 | May 06, 2026 |
| TPG Financial Advisors, LLC | History | Reduced | 37,491 | 3,102 | 1.01% | 1.09% | 525 | -1,342 | -3.46% | Q1 2026 | May 08, 2026 |
| Inman Jager Wealth Management, LLC | History | Added to | 37,422 | 3,096 | 1.81% | 1.35% | 526 | +11,070 | 42.01% | Q1 2026 | Apr 23, 2026 |
| Rathbones Group PLC | History | Added to | 37,187 | 3,077 | 0.01% | 0.01% | 527 | +418 | 1.14% | Q1 2026 | May 12, 2026 |
| Carl P. Sherr & Co., LLC | History | Added to | 37,191 | 3,077 | 1.45% | 1.39% | 528 | +18 | 0.05% | Q1 2026 | May 07, 2026 |
| Chandler Asset Management, Inc. | History | Added to | 36,575 | 3,026 | 0.46% | 0.48% | 529 | +360 | 0.99% | Q1 2026 | May 14, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 36,065 | 2,984 | 0.01% | 0.01% | 530 | +4,838 | 15.49% | Q1 2026 | May 08, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 36,036 | 2,982 | 0.04% | 0.04% | 531 | +4,922 | 15.82% | Q1 2026 | Apr 10, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 35,906 | 2,971 | 0.14% | 0.02% | 532 | +31,239 | 669.36% | Q1 2026 | Apr 28, 2026 |
| Forza Wealth Management, LLC | History | No change | 35,507 | 2,938 | 1.02% | 1.08% | 533 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 34,971 | 2,887 | 1.85% | 1.71% | 535 | +5,625 | 19.17% | Q1 2026 | May 06, 2026 |
| Thrive Capital Management, LLC | History | Added to | 34,899 | 2,887 | 0.63% | 0.64% | 534 | +776 | 2.27% | Q1 2026 | Apr 27, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 34,811 | 2,864 | 2.45% | 2.37% | 536 | +1,664 | 5.02% | Q1 2026 | Apr 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 34,239 | 2,833 | 0.06% | 0.04% | 537 | +10,639 | 45.08% | Q1 2026 | May 15, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Reduced | 34,225 | 2,832 | 1.84% | 1.86% | 538 | -197 | -0.57% | Q1 2026 | Apr 29, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 34,210 | 2,830 | 0.98% | 1.02% | 539 | +287 | 0.85% | Q1 2026 | Apr 23, 2026 |
| Appalachian Capital Management Ltd | History | Reduced | 34,121 | 2,823 | 2.26% | 2.37% | 540 | -1,270 | -3.59% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 34,063 | 2,818 | 0.18% | 0.17% | 541 | +3,337 | 10.86% | Q1 2026 | Apr 15, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 33,955 | 2,809 | 0.2% | 0.19% | 542 | +3,554 | 11.69% | Q1 2026 | May 14, 2026 |
| Talon Private Wealth, LLC | History | New | 33,895 | 2,804 | 0.37% | — | 543 | +33,895 | New | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 33,574 | 2,778 | 0.02% | 0.01% | 544 | +15,760 | 88.47% | Q1 2026 | May 13, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 33,507 | 2,772 | 2.0% | 0.43% | 545 | +3,830 | 12.91% | Q1 2026 | Apr 14, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 33,503 | 2,772 | 1.25% | 1.19% | 546 | +2,113 | 6.73% | Q1 2026 | Apr 24, 2026 |
| Pictet North America Advisors SA | History | Reduced | 33,400 | 2,763 | 0.27% | 0.5% | 547 | -29,823 | -47.17% | Q1 2026 | Apr 14, 2026 |
| Friedenthal Financial | History | Added to | 33,359 | 2,760 | 1.38% | 1.38% | 548 | +1,242 | 3.87% | Q1 2026 | Apr 20, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 32,890 | 2,721 | 0.12% | 0.1% | 549 | +3,940 | 13.61% | Q1 2026 | Apr 29, 2026 |
| Regal Investment Advisors LLC | History | Added to | 32,419 | 2,682 | 0.15% | 0.16% | 550 | +61 | 0.19% | Q1 2026 | May 14, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 32,364 | 2,678 | 0.27% | 0.32% | 551 | -2,689 | -7.67% | Q1 2026 | Apr 30, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 32,269 | 2,670 | 0.48% | 0.66% | 553 | -46,098 | -58.82% | Q1 2026 | Apr 21, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 32,272 | 2,670 | 0.39% | 0.32% | 552 | +5,239 | 19.38% | Q1 2026 | Apr 24, 2026 |
| CIBC Bancorp USA Inc. | History | New | 32,024 | 2,649 | 0.0% | — | 554 | +32,024 | New | Q1 2026 | May 12, 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC | History | Added to | 31,664 | 2,620 | 1.87% | 1.23% | 556 | +16,033 | 102.57% | Q1 2026 | May 08, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 31,670 | 2,620 | 0.34% | 0.37% | 555 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 31,598 | 2,614 | 0.03% | 0.04% | 557 | +873 | 2.84% | Q1 2026 | May 15, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 31,574 | 2,612 | 2.02% | 2.07% | 558 | -1,344 | -4.08% | Q1 2026 | Apr 20, 2026 |
| Transcendent Capital Group LLC | History | Added to | 31,282 | 2,588 | 1.18% | 1.19% | 559 | +4 | 0.01% | Q1 2026 | Apr 27, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Added to | 31,099 | 2,573 | 0.41% | 0.37% | 560 | +2,675 | 9.41% | Q1 2026 | May 15, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 30,461 | 2,551 | 0.75% | 0.75% | 561 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Addis & Hill, Inc | History | Added to | 30,508 | 2,524 | 1.53% | 1.53% | 562 | +436 | 1.45% | Q1 2026 | Apr 16, 2026 |
| Retirement Systems of Alabama | History | New | 29,820 | 2,467 | 0.01% | — | 563 | +29,820 | New | Q1 2026 | Apr 24, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 29,621 | 2,451 | 0.15% | 0.14% | 564 | -3,847 | -11.49% | Q1 2026 | Apr 28, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 29,621 | 2,451 | 0.67% | 0.59% | 565 | +2,532 | 9.35% | Q1 2026 | Apr 29, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 29,535 | 2,444 | 0.0% | 0.0% | 566 | -11 | -0.04% | Q1 2026 | May 15, 2026 |
| Van Diest Capital, LLC | History | Added to | 29,373 | 2,430 | 1.91% | 1.49% | 567 | +17,440 | 146.15% | Q1 2026 | May 15, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 28,844 | 2,386 | 0.36% | 0.38% | 568 | -112 | -0.39% | Q1 2026 | Apr 22, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 28,760 | 2,379 | 0.28% | 0.25% | 569 | +2,506 | 9.55% | Q1 2026 | May 06, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 28,734 | 2,377 | 0.29% | 0.28% | 570 | +687 | 2.45% | Q1 2026 | May 05, 2026 |
| Betterment LLC | History | Reduced | 28,661 | 2,372 | 0.0% | 0.0% | 571 | -1,695 | -5.58% | Q1 2026 | May 14, 2026 |
| RoundAngle Advisors LLC | History | Added to | 28,497 | 2,358 | 1.76% | 1.64% | 572 | +1,668 | 6.22% | Q1 2026 | Apr 08, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 28,360 | 2,346 | 0.34% | 0.33% | 573 | +353 | 1.26% | Q1 2026 | May 07, 2026 |
| Oakmont Advisory Group, LLC | History | Added to | 28,250 | 2,337 | 2.38% | 2.45% | 574 | +832 | 3.03% | Q1 2026 | May 12, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 28,069 | 2,322 | 0.37% | — | 575 | +28,069 | New | Q1 2026 | Apr 09, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 27,975 | 2,314 | 1.2% | 1.09% | 576 | +1,245 | 4.66% | Q1 2026 | May 06, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 28,060 | 2,309 | 0.35% | 0.39% | 577 | -1,802 | -6.03% | Q1 2026 | May 07, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 27,697 | 2,292 | 0.09% | 0.11% | 578 | -1,300 | -4.48% | Q1 2026 | May 12, 2026 |
| RMR Capital Management, LLC | History | Reduced | 27,700 | 2,292 | 1.66% | 1.67% | 579 | -50 | -0.18% | Q1 2026 | May 20, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 27,622 | 2,285 | 1.01% | 0.8% | 580 | +6,540 | 31.02% | Q1 2026 | Apr 15, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 27,343 | 2,262 | 0.77% | 0.71% | 581 | +3,265 | 13.56% | Q1 2026 | Apr 17, 2026 |
| Life Planning Partners, Inc | History | Reduced | 27,248 | 2,254 | 1.72% | 1.78% | 582 | -567 | -2.04% | Q1 2026 | Apr 28, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 26,890 | 2,225 | 0.09% | 0.07% | 583 | +6,061 | 29.1% | Q1 2026 | May 04, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 26,585 | 2,199 | 1.52% | 1.88% | 585 | -5,299 | -16.62% | Q1 2026 | May 12, 2026 |
| Prosperity Advisers, LLC | History | Added to | 26,583 | 2,199 | 1.83% | 1.81% | 584 | +424 | 1.62% | Q1 2026 | Apr 23, 2026 |
| My Portfolio Guide, LLC | History | New | 26,544 | 2,197 | 1.22% | — | 586 | +26,544 | New | Q1 2026 | May 05, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Reduced | 26,187 | 2,166 | 1.64% | 2.31% | 587 | -11,967 | -31.36% | Q1 2026 | May 08, 2026 |
| CVA Family Office, LLC | History | Reduced | 26,147 | 2,163 | 0.23% | 0.28% | 588 | -2,665 | -9.25% | Q1 2026 | Apr 29, 2026 |
| US BANCORP \DE\ | History | Reduced | 26,059 | 2,156 | 0.0% | 0.0% | 589 | -4,300 | -14.16% | Q1 2026 | May 14, 2026 |
| VICUS CAPITAL | History | Added to | 26,051 | 2,155 | 0.16% | 0.15% | 590 | +1,692 | 6.95% | Q1 2026 | Apr 22, 2026 |
| Clarity Wealth Development LLC | History | Added to | 25,984 | 2,150 | 1.75% | 1.79% | 591 | +665 | 2.63% | Q1 2026 | Apr 22, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 25,863 | 2,140 | 1.23% | 1.29% | 592 | +1,095 | 4.42% | Q1 2026 | Apr 22, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 25,753 | 2,131 | 0.24% | 0.24% | 593 | -38 | -0.15% | Q1 2026 | Apr 24, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 25,726 | 2,128 | 0.22% | 0.15% | 594 | +6,237 | 32.0% | Q1 2026 | May 06, 2026 |
| Ramiah Investment Group | History | Added to | 25,390 | 2,101 | 2.11% | 2.07% | 595 | +114 | 0.45% | Q1 2026 | Apr 21, 2026 |
| SouthState Bank Corp | History | Added to | 25,164 | 2,082 | 0.1% | 0.05% | 596 | +11,789 | 88.14% | Q1 2026 | May 05, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 25,140 | 2,080 | 0.19% | 0.21% | 597 | -1,219 | -4.62% | Q1 2026 | May 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 25,104 | 2,077 | 0.23% | 0.36% | 598 | -13,241 | -34.53% | Q1 2026 | Apr 15, 2026 |
| Midwest Trust Co | History | Added to | 24,929 | 2,062 | 0.03% | 0.02% | 599 | +1,081 | 4.53% | Q1 2026 | May 01, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 24,892 | 2,059 | 0.13% | 0.17% | 600 | -9,000 | -26.55% | Q1 2026 | Apr 29, 2026 |
| StoneX Group Inc. | History | Added to | 24,756 | 2,046 | 0.11% | 0.06% | 601 | +9,561 | 62.92% | Q1 2026 | May 14, 2026 |
| Center For Asset Management LLC | History | Added to | 24,734 | 2,046 | 1.02% | 1.02% | 602 | +1,455 | 6.25% | Q1 2026 | Apr 16, 2026 |
| Sincerus Advisory, LLC | History | Added to | 24,673 | 2,041 | 1.55% | 1.65% | 603 | +112 | 0.46% | Q1 2026 | Apr 06, 2026 |
| Arkadios Wealth Advisors | History | Added to | 24,518 | 2,028 | 0.03% | 0.04% | 604 | +2,621 | 11.97% | Q1 2026 | May 18, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 24,506 | 2,027 | 0.21% | 0.26% | 605 | -5,815 | -19.18% | Q1 2026 | May 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 24,429 | 2,021 | 0.04% | 0.04% | 606 | -286 | -1.16% | Q1 2026 | Apr 15, 2026 |
| PFG Investments, LLC | History | Added to | 24,310 | 2,011 | 0.09% | 0.08% | 607 | +4,230 | 21.07% | Q1 2026 | Apr 27, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | Added to | 24,183 | 2,001 | 1.44% | 0.96% | 608 | +10,530 | 77.13% | Q1 2026 | May 07, 2026 |
| Estate Counselors, LLC | History | Added to | 24,186 | 2,001 | 0.18% | 0.12% | 609 | +6,400 | 35.98% | Q1 2026 | May 15, 2026 |
| BCWM, LLC | History | Added to | 24,118 | 1,995 | 0.57% | 0.6% | 610 | +370 | 1.56% | Q1 2026 | May 14, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 24,002 | 1,986 | 1.82% | 1.71% | 611 | +2,275 | 10.47% | Q1 2026 | May 08, 2026 |
| Disciplined Investments, LLC | History | Added to | 23,981 | 1,984 | 0.71% | 0.73% | 612 | +1,219 | 5.36% | Q1 2026 | May 12, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 23,947 | 1,981 | 0.59% | 0.61% | 613 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Towne Trust Company, N.A | History | Added to | 23,878 | 1,975 | 0.63% | 0.5% | 614 | +4,713 | 24.59% | Q1 2026 | Apr 22, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 23,802 | 1,969 | 0.05% | 0.05% | 615 | -211 | -0.88% | Q1 2026 | May 15, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 23,674 | 1,959 | 0.34% | 0.32% | 616 | +2,343 | 10.98% | Q1 2026 | May 12, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 23,544 | 1,948 | 0.22% | 0.23% | 617 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 23,491 | 1,943 | 0.78% | 0.69% | 618 | +2,502 | 11.92% | Q1 2026 | Apr 23, 2026 |
| North Forty Two & Co. | History | Reduced | 23,317 | 1,929 | 1.78% | 1.89% | 619 | -650 | -2.71% | Q1 2026 | Apr 21, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 23,267 | 1,927 | 1.0% | 0.75% | 620 | +9,570 | 69.87% | Q1 2026 | May 18, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 23,219 | 1,921 | 0.57% | 0.56% | 621 | -443 | -1.87% | Q1 2026 | Apr 20, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 23,160 | 1,916 | 0.05% | 0.04% | 622 | +5,100 | 28.24% | Q1 2026 | May 13, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 23,117 | 1,912 | 0.09% | 0.08% | 623 | +1,603 | 7.45% | Q1 2026 | Jun 08, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 23,039 | 1,906 | 0.54% | 0.47% | 624 | +2,012 | 9.57% | Q1 2026 | Apr 16, 2026 |
| NBT BANK N A /NY | History | Added to | 22,894 | 1,894 | 0.12% | 0.12% | 625 | +360 | 1.6% | Q1 2026 | Apr 28, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 22,865 | 1,892 | 0.15% | 0.16% | 626 | +172 | 0.76% | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | Added to | 22,780 | 1,891 | 0.06% | 0.06% | 627 | +798 | 3.63% | Q1 2026 | Apr 09, 2026 |
| Sandro Wealth Management LLC | History | Reduced | 22,840 | 1,889 | 1.51% | 1.67% | 628 | -1,246 | -5.17% | Q1 2026 | Apr 21, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 22,700 | 1,878 | 0.09% | 0.16% | 629 | -17,086 | -42.94% | Q1 2026 | May 12, 2026 |
| PROTECTIVE LIFE CORP | History | New | 22,664 | 1,875 | 6.23% | — | 630 | +22,664 | New | Q1 2026 | May 13, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 22,532 | 1,864 | 1.15% | 1.1% | 631 | +194 | 0.87% | Q1 2026 | May 13, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 22,423 | 1,855 | 0.23% | 0.23% | 632 | +16 | 0.07% | Q1 2026 | Apr 23, 2026 |
| Archvest Wealth Advisors, Inc. | History | Added to | 22,364 | 1,850 | 1.19% | 1.14% | 633 | +1,015 | 4.75% | Q1 2026 | May 13, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 22,228 | 1,839 | 0.06% | 0.12% | 634 | -26,796 | -54.66% | Q1 2026 | May 18, 2026 |
| Agate Pass Investment Management, LLC | History | Added to | 22,105 | 1,829 | 0.72% | 0.62% | 635 | +2,184 | 10.96% | Q1 2026 | Apr 07, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 21,827 | 1,818 | 0.04% | 0.06% | 636 | -5,172 | -19.16% | Q1 2026 | May 04, 2026 |
| XTX Topco Ltd | History | Added to | 21,966 | 1,817 | 0.03% | 0.01% | 637 | +15,770 | 254.52% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 21,780 | 1,802 | 0.0% | 0.0% | 638 | -83,988 | -79.41% | Q1 2026 | May 15, 2026 |
| Bath Savings Trust Co | History | Added to | 21,665 | 1,792 | 0.19% | 0.17% | 639 | +944 | 4.56% | Q1 2026 | Apr 07, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Reduced | 21,484 | 1,777 | 0.85% | 1.0% | 640 | -4,034 | -15.81% | Q1 2026 | Apr 15, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 21,533 | 1,774 | 0.1% | 0.1% | 641 | +816 | 3.94% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 21,389 | 1,769 | 0.04% | 0.05% | 642 | -3,652 | -14.58% | Q1 2026 | May 11, 2026 |
| Apollon Financial, LLC | History | Added to | 21,160 | 1,751 | 0.24% | 0.22% | 643 | +2,896 | 15.86% | Q1 2026 | Apr 22, 2026 |
| Insight Inv LLC | History | Added to | 21,021 | 1,739 | 0.95% | 0.58% | 644 | +8,660 | 70.06% | Q1 2026 | Apr 27, 2026 |
| VestGen Advisors, LLC | History | New | 21,049 | 1,736 | 0.05% | — | 645 | +21,049 | New | Q1 2026 | May 14, 2026 |
| Compagnie Lombard Odier SCmA | History | Reduced | 20,836 | 1,724 | 0.02% | 0.03% | 646 | -6,643 | -24.17% | Q1 2026 | Apr 15, 2026 |
| Lido Advisors, LLC | History | Added to | 20,770 | 1,718 | 0.01% | 0.0% | 647 | +6,167 | 42.23% | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 20,601 | 1,704 | 0.2% | 0.37% | 648 | -11,272 | -35.37% | Q1 2026 | May 15, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 20,512 | 1,697 | 0.56% | 0.61% | 649 | -321 | -1.54% | Q1 2026 | Apr 20, 2026 |
| CIBC WORLD MARKET INC. | History | New | 20,443 | 1,691 | 0.0% | — | 650 | +20,443 | New | Q1 2026 | May 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 20,126 | 1,665 | 0.07% | 0.08% | 651 | -1,679 | -7.7% | Q1 2026 | May 12, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 20,115 | 1,664 | 0.9% | 0.85% | 652 | +587 | 3.01% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 20,100 | 1,663 | 0.0% | 0.01% | 653 | -713,545 | -97.26% | Q1 2026 | May 15, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 20,044 | 1,656 | 0.11% | 0.16% | 654 | -1,533 | -7.1% | Q1 2026 | May 18, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 20,000 | 1,654 | 0.01% | 0.01% | 655 | -100 | -0.5% | Q1 2026 | May 07, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 19,758 | 1,634 | 0.7% | 0.66% | 656 | +1,198 | 6.45% | Q1 2026 | Apr 20, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 19,661 | 1,626 | 0.76% | 0.69% | 657 | +3,129 | 18.93% | Q1 2026 | Apr 09, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 19,632 | 1,624 | 0.06% | 0.05% | 658 | +14,424 | 276.96% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 19,272 | 1,595 | 0.08% | 0.05% | 659 | +7,249 | 60.29% | Q1 2026 | May 18, 2026 |
| Hobart Private Capital, LLC | History | Added to | 19,282 | 1,595 | 0.31% | 0.27% | 660 | +2,614 | 15.68% | Q1 2026 | Apr 07, 2026 |
| Uncommon Cents Investing LLC | History | Added to | 18,923 | 1,565 | 0.36% | 0.25% | 661 | +6,613 | 53.72% | Q1 2026 | Apr 15, 2026 |
| Anfield Capital Management, LLC | History | Added to | 18,873 | 1,561 | 0.43% | 0.03% | 662 | +17,866 | 1774.18% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 18,820 | 1,557 | 0.05% | 0.05% | 663 | +3,231 | 20.73% | Q1 2026 | May 15, 2026 |
| One Capital Management, LLC | History | Added to | 18,812 | 1,556 | 0.04% | 0.03% | 664 | +5,027 | 36.47% | Q1 2026 | May 12, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 18,738 | 1,550 | 0.25% | 0.3% | 665 | -361 | -1.89% | Q1 2026 | Apr 17, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 18,649 | 1,542 | 1.38% | — | 666 | +18,649 | New | Q1 2026 | May 07, 2026 |
| North Star Investment Management Corp. | History | Added to | 18,588 | 1,538 | 0.09% | 0.08% | 667 | +3,050 | 19.63% | Q1 2026 | Apr 23, 2026 |
| TBH Global Asset Management, LLC | History | New | 18,514 | 1,531 | 0.31% | — | 668 | +18,514 | New | Q1 2026 | Apr 22, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 18,444 | 1,526 | 0.08% | 0.08% | 669 | -100 | -0.54% | Q1 2026 | May 15, 2026 |
| SMITH, MOORE & CO. | History | Added to | 18,435 | 1,525 | 0.11% | 0.1% | 670 | +2,426 | 15.15% | Q1 2026 | May 05, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 18,322 | 1,516 | 0.01% | 0.01% | 671 | -18,702 | -50.51% | Q1 2026 | Apr 29, 2026 |
| Firestone Capital Management | History | Reduced | 18,147 | 1,501 | 0.31% | 0.34% | 672 | -817 | -4.31% | Q1 2026 | May 08, 2026 |
| Idaho Trust Co | History | Added to | 18,127 | 1,499 | 0.49% | 0.46% | 673 | +1,497 | 9.0% | Q1 2026 | May 08, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 18,082 | 1,496 | 0.11% | 0.12% | 674 | -311 | -1.69% | Q1 2026 | Apr 20, 2026 |
| Lauer Wealth, LLC | History | New | 17,986 | 1,493 | 1.19% | — | 675 | +17,986 | New | Q1 2026 | Apr 13, 2026 |
| Forum Private Client Group LLC | History | Reduced | 17,802 | 1,473 | 0.49% | 0.53% | 676 | -759 | -4.09% | Q1 2026 | May 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 17,742 | 1,468 | 0.37% | 0.41% | 677 | -374 | -2.06% | Q1 2026 | Apr 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 17,739 | 1,467 | 0.02% | 0.02% | 678 | +1,639 | 10.18% | Q1 2026 | May 08, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 17,686 | 1,463 | 1.09% | 1.13% | 679 | -980 | -5.25% | Q1 2026 | Apr 17, 2026 |
| Rinkey Investments | History | Added to | 17,569 | 1,453 | 0.37% | 0.33% | 680 | +2,139 | 13.86% | Q1 2026 | May 11, 2026 |
| Odyssey Capital Advisors, Inc. | History | Reduced | 17,566 | 1,453 | 1.3% | 1.35% | 681 | -556 | -3.07% | Q1 2026 | Apr 29, 2026 |
| Patten Group, Inc. | History | Reduced | 17,392 | 1,439 | 0.25% | 0.28% | 682 | -663 | -3.67% | Q1 2026 | Apr 24, 2026 |
| Bellecapital International Ltd. | History | Reduced | 17,321 | 1,433 | 0.26% | 0.29% | 683 | -2,303 | -11.74% | Q1 2026 | May 12, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 17,285 | 1,430 | 0.22% | 0.22% | 684 | +584 | 3.5% | Q1 2026 | May 06, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 17,245 | 1,427 | 0.1% | 0.11% | 685 | -1,016 | -5.56% | Q1 2026 | May 14, 2026 |
| Balance Wealth, LLC | History | Added to | 17,223 | 1,425 | 0.44% | 0.39% | 687 | +2,722 | 18.77% | Q1 2026 | Apr 20, 2026 |
| Independence Bank of Kentucky | History | Added to | 17,230 | 1,425 | 0.18% | 0.18% | 686 | +430 | 2.56% | Q1 2026 | Apr 30, 2026 |
| GEM Asset Management, LLC | History | Added to | 16,996 | 1,406 | 0.62% | 0.53% | 688 | +2,748 | 19.29% | Q1 2026 | Apr 10, 2026 |
| Saranac Partners Ltd | History | Added to | 18,940 | 1,405 | 0.6% | 0.55% | 689 | +2,220 | 13.28% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | Added to | 16,886 | 1,397 | 0.11% | 0.12% | 690 | +8,320 | 97.13% | Q1 2026 | Apr 28, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 16,883 | 1,397 | 1.03% | 1.06% | 691 | -700 | -3.98% | Q1 2026 | Apr 17, 2026 |
| Smith Partners Wealth Management, LLC | History | Added to | 16,870 | 1,395 | 1.25% | 0.76% | 692 | +6,958 | 70.2% | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 16,808 | 1,390 | 0.06% | 0.07% | 693 | +188 | 1.13% | Q1 2026 | Apr 28, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 16,621 | 1,378 | 0.43% | 0.17% | 694 | +10,398 | 167.09% | Q1 2026 | May 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 16,626 | 1,375 | 0.02% | 0.02% | 695 | +20 | 0.12% | Q1 2026 | Apr 21, 2026 |
| Southland Equity Partners LLC | History | Added to | 16,606 | 1,374 | 0.27% | 0.26% | 696 | +1,167 | 7.56% | Q1 2026 | Apr 14, 2026 |
| IPG Investment Advisors LLC | History | No change | 16,500 | 1,365 | 0.23% | 0.24% | 697 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cunning Capital Partners, LP | History | No change | 16,200 | 1,341 | 0.68% | 0.63% | 698 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 16,160 | 1,337 | 0.56% | 0.55% | 699 | -81 | -0.5% | Q1 2026 | Apr 22, 2026 |
| Moors & Cabot, Inc. | History | Added to | 16,064 | 1,329 | 0.06% | 0.05% | 700 | +1,505 | 10.34% | Q1 2026 | May 08, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 15,942 | 1,328 | 0.21% | 0.23% | 701 | -876 | -5.21% | Q1 2026 | Apr 23, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | No change | 16,028 | 1,326 | 0.06% | 0.07% | 702 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Richmond Investment Services, LLC | History | Added to | 15,883 | 1,314 | 0.21% | 0.1% | 703 | +9,171 | 136.64% | Q1 2026 | Apr 29, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 15,829 | 1,309 | 0.46% | 0.43% | 704 | +1,676 | 11.84% | Q1 2026 | Apr 15, 2026 |
| Northern Lights Advisors, Inc. | History | Added to | 15,828 | 1,309 | 0.89% | 0.91% | 705 | +62 | 0.39% | Q1 2026 | Apr 21, 2026 |
| LeConte Wealth Management, LLC | History | Added to | 15,691 | 1,298 | 0.84% | 0.81% | 706 | +907 | 6.14% | Q1 2026 | May 12, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Reduced | 15,604 | 1,291 | 0.71% | 0.74% | 707 | -434 | -2.71% | Q1 2026 | Apr 09, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 15,589 | 1,289 | 0.1% | 0.09% | 708 | +538 | 3.57% | Q1 2026 | Apr 17, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 15,584 | 1,286 | 0.31% | 0.31% | 709 | -793 | -4.84% | Q1 2026 | Apr 17, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 15,543 | 1,286 | 0.05% | 0.04% | 710 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WESBANCO BANK INC | History | Reduced | 15,532 | 1,285 | 0.04% | 0.04% | 711 | -411 | -2.58% | Q1 2026 | Apr 21, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 15,504 | 1,282 | 0.19% | 0.31% | 712 | -27,544 | -63.98% | Q1 2026 | Apr 24, 2026 |
| Planning Project LLC | History | No change | 15,225 | 1,275 | 0.32% | 0.32% | 713 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Stokes Family Office, LLC | History | Reduced | 15,364 | 1,271 | 0.13% | 0.12% | 714 | -333 | -2.12% | Q1 2026 | May 11, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 15,302 | 1,266 | 0.02% | 0.02% | 715 | +1,613 | 11.78% | Q1 2026 | May 12, 2026 |
| Indivisible Partners | History | Added to | 15,138 | 1,252 | 0.11% | 0.07% | 716 | +7,807 | 106.49% | Q1 2026 | Apr 30, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 15,111 | 1,250 | 0.01% | 0.01% | 717 | +962 | 6.8% | Q1 2026 | May 01, 2026 |
| Argent Trust Co | History | Reduced | 14,998 | 1,241 | 0.04% | 0.05% | 718 | -972 | -6.09% | Q1 2026 | May 13, 2026 |
| Pines Wealth Management, LLC | History | Added to | 14,963 | 1,238 | 0.4% | 0.3% | 719 | +3,892 | 35.15% | Q1 2026 | Apr 08, 2026 |
| HighPoint Advisor Group LLC | History | New | 14,848 | 1,228 | 0.05% | — | 720 | +14,848 | New | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 14,715 | 1,224 | 0.08% | 0.09% | 721 | -941 | -6.01% | Q1 2026 | Apr 22, 2026 |
| DEARBORN PARTNERS LLC | History | Reduced | 14,640 | 1,211 | 0.07% | 0.06% | 722 | -577 | -3.79% | Q1 2026 | May 12, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 14,574 | 1,206 | 0.03% | 0.03% | 723 | -153 | -1.04% | Q1 2026 | May 12, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 14,558 | 1,203 | 0.01% | 0.01% | 724 | +2,396 | 19.7% | Q1 2026 | Apr 29, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 14,349 | 1,187 | 0.11% | 0.1% | 725 | +863 | 6.4% | Q1 2026 | Apr 30, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 14,231 | 1,177 | 0.01% | 0.09% | 726 | -81,134 | -85.08% | Q1 2026 | May 13, 2026 |
| WFA of San Diego, LLC | History | Added to | 14,074 | 1,164 | 0.93% | 0.8% | 727 | +1,058 | 8.13% | Q1 2026 | May 11, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Added to | 14,065 | 1,163 | 0.17% | 0.15% | 728 | +1,784 | 14.53% | Q1 2026 | May 05, 2026 |
| Accretive Wealth Partners, LLC | History | Reduced | 14,038 | 1,161 | 0.33% | 0.35% | 729 | -60 | -0.43% | Q1 2026 | Apr 22, 2026 |
| Manchester Capital Management LLC | History | Reduced | 13,957 | 1,154 | 0.17% | 0.2% | 730 | -3,450 | -19.82% | Q1 2026 | May 11, 2026 |
| FIRST HORIZON CORP | History | Added to | 13,913 | 1,151 | 0.05% | 0.04% | 731 | +2,265 | 19.45% | Q1 2026 | Apr 30, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 13,765 | 1,139 | 0.06% | 0.09% | 732 | -3,834 | -21.79% | Q1 2026 | Apr 09, 2026 |
| Alteri Wealth LLC | History | Reduced | 13,713 | 1,134 | 0.37% | 0.38% | 733 | -376 | -2.67% | Q1 2026 | May 06, 2026 |
| Connecticut Wealth Management, LLC | History | New | 13,671 | 1,131 | 0.05% | — | 734 | +13,671 | New | Q1 2026 | Apr 30, 2026 |
| Maia Wealth LLC | History | Added to | 13,502 | 1,117 | 0.19% | 0.19% | 735 | +354 | 2.69% | Q1 2026 | May 08, 2026 |
| Independent Wealth Network Inc. | History | Added to | 13,464 | 1,114 | 0.33% | 0.34% | 736 | +17 | 0.13% | Q1 2026 | Apr 20, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 13,348 | 1,104 | 0.37% | 0.56% | 737 | -5,904 | -30.67% | Q1 2026 | Apr 08, 2026 |
| NWAM LLC | History | Added to | 13,299 | 1,100 | 0.06% | 0.06% | 738 | +478 | 3.73% | Q1 2026 | May 04, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 13,285 | 1,099 | 0.41% | 0.4% | 739 | +25 | 0.19% | Q1 2026 | Apr 30, 2026 |
| BRIGHTON SECURITIES CORP. | History | Added to | 13,190 | 1,091 | 0.53% | 0.54% | 740 | +53 | 0.4% | Q1 2026 | Apr 29, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 13,154 | 1,088 | 0.1% | 0.09% | 741 | -5,188 | -28.28% | Q1 2026 | May 14, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 13,127 | 1,086 | 0.47% | 0.47% | 742 | +715 | 5.76% | Q1 2026 | May 01, 2026 |
| Ehrenkranz Partners L.P. | History | Added to | 13,088 | 1,083 | 0.86% | 1.24% | 743 | +13 | 0.1% | Q1 2026 | May 15, 2026 |
| Encompass More Asset Management | History | New | 13,080 | 1,082 | 0.18% | — | 745 | +13,080 | New | Q1 2026 | Apr 28, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 13,078 | 1,082 | 0.62% | 0.64% | 744 | -162 | -1.22% | Q1 2026 | May 01, 2026 |
| Grandview Asset Management LLC | History | Reduced | 13,035 | 1,078 | 0.32% | 0.33% | 746 | -1,596 | -10.91% | Q1 2026 | May 07, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 13,011 | 1,076 | 0.25% | 0.26% | 747 | -326 | -2.44% | Q1 2026 | Apr 17, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 12,992 | 1,075 | 0.7% | 0.67% | 748 | +458 | 3.65% | Q1 2026 | May 06, 2026 |
| CHOREO, LLC | History | Added to | 12,949 | 1,071 | 0.01% | 0.01% | 749 | +475 | 3.81% | Q1 2026 | May 12, 2026 |
| REAP Financial Group, LLC | History | Reduced | 12,921 | 1,069 | 0.21% | 0.22% | 750 | -271 | -2.05% | Q1 2026 | May 11, 2026 |
| Providence First Trust Co | History | Reduced | 12,907 | 1,068 | 0.38% | 0.38% | 751 | -180 | -1.38% | Q1 2026 | May 04, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 12,591 | 1,054 | 0.0% | 0.0% | 752 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 12,619 | 1,044 | 0.14% | 0.08% | 753 | +6,377 | 102.16% | Q1 2026 | May 11, 2026 |
| Orcam Financial Group | History | Reduced | 12,601 | 1,042 | 0.74% | 1.06% | 754 | -4,315 | -25.51% | Q1 2026 | May 12, 2026 |
| Prospera Capital Management, LLC | History | Added to | 12,500 | 1,033 | 0.52% | 0.22% | 755 | +7,372 | 143.76% | Q1 2026 | Apr 08, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | New | 12,475 | 1,029 | 0.54% | — | 756 | +12,475 | New | Q1 2026 | May 11, 2026 |
| AlTi Global, Inc. | History | Reduced | 12,400 | 1,026 | 0.02% | 0.02% | 757 | -112 | -0.9% | Q1 2026 | May 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 12,351 | 1,022 | 0.03% | 0.0% | 758 | +12,017 | 3597.9% | Q1 2026 | May 15, 2026 |
| Cooper Financial Group | History | Added to | 12,354 | 1,022 | 0.1% | 0.11% | 759 | +457 | 3.84% | Q1 2026 | Apr 07, 2026 |
| Concord Wealth Partners | History | Reduced | 12,345 | 1,021 | 0.13% | 0.14% | 760 | -210 | -1.67% | Q1 2026 | May 01, 2026 |
| Ballast Financial Advisors LLC | History | Added to | 12,312 | 1,018 | 1.04% | 0.98% | 762 | +996 | 8.8% | Q1 2026 | May 13, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 12,305 | 1,018 | 0.56% | 0.55% | 761 | +176 | 1.45% | Q1 2026 | Apr 21, 2026 |
| Vilga Financial Planning LLC | History | Added to | 12,195 | 1,009 | 0.9% | 0.94% | 763 | +428 | 3.64% | Q1 2026 | Jun 22, 2026 |
| Vanguard National Trust Co | History | New | 12,084 | 999 | 0.06% | — | 764 | +12,084 | New | Q1 2026 | May 08, 2026 |
| Twele Capital Management, Inc. | History | Added to | 11,945 | 988 | 0.18% | 0.18% | 765 | +205 | 1.75% | Q1 2026 | Apr 07, 2026 |
| Investment Management Trust, LLC | History | New | 11,928 | 987 | 0.96% | — | 767 | +11,928 | New | Q1 2026 | Apr 24, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 11,931 | 987 | 0.03% | 0.01% | 766 | +6,801 | 132.57% | Q1 2026 | Apr 21, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 11,825 | 978 | 0.29% | 0.29% | 768 | -60 | -0.5% | Q1 2026 | Apr 13, 2026 |
| Westshore Wealth, LLC | History | Added to | 11,779 | 974 | 0.34% | 0.25% | 769 | +2,724 | 30.08% | Q1 2026 | May 27, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Added to | 11,771 | 974 | 0.09% | 0.08% | 770 | +1,919 | 19.48% | Q1 2026 | Apr 23, 2026 |
| Venture Visionary Partners LLC | History | Added to | 11,752 | 972 | 0.03% | 0.03% | 771 | +27 | 0.23% | Q1 2026 | May 14, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 11,755 | 972 | 0.06% | 0.06% | 772 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 11,739 | 971 | 0.13% | 0.1% | 773 | +2,368 | 25.27% | Q1 2026 | Apr 27, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 11,683 | 966 | 0.2% | — | 774 | +11,683 | New | Q1 2026 | Apr 15, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 11,671 | 965 | 0.16% | 0.19% | 775 | -2,030 | -14.82% | Q1 2026 | Apr 21, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 11,629 | 962 | 0.06% | 0.06% | 776 | -70 | -0.6% | Q1 2026 | May 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 11,609 | 955 | 0.06% | 0.05% | 777 | -212 | -1.79% | Q1 2026 | Apr 24, 2026 |
| Strive Financial Group ,LLC | History | Added to | 11,516 | 953 | 0.51% | 0.5% | 778 | +334 | 2.99% | Q1 2026 | May 15, 2026 |
| FC Advisory LLC | History | Added to | 11,507 | 952 | 0.28% | 0.27% | 779 | +190 | 1.68% | Q1 2026 | Apr 14, 2026 |
| GWN SECURITIES INC. | History | Added to | 11,474 | 949 | 0.18% | 0.08% | 780 | +6,933 | 152.68% | Q1 2026 | May 14, 2026 |
| Olde Wealth Management, LLC | History | No change | 11,366 | 940 | 0.3% | 0.29% | 781 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 11,242 | 930 | 0.08% | 0.08% | 782 | -374 | -3.22% | Q1 2026 | May 15, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Added to | 11,204 | 927 | 0.54% | 0.52% | 783 | +337 | 3.1% | Q1 2026 | Apr 17, 2026 |
| WJ Financial Advisors LLC | History | Added to | 11,066 | 915 | 0.74% | 0.82% | 784 | +110 | 1.0% | Q1 2026 | May 04, 2026 |
| Spire Wealth Management | History | Reduced | 11,050 | 914 | 0.03% | 0.03% | 785 | -152 | -1.36% | Q1 2026 | Apr 22, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 10,935 | 904 | 0.17% | 0.12% | 786 | +2,611 | 31.37% | Q1 2026 | Apr 29, 2026 |
| Shelter Mutual Insurance Co | History | No change | 10,917 | 903 | 0.2% | 0.2% | 787 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 10,878 | 900 | 0.35% | 0.35% | 788 | +2 | 0.02% | Q1 2026 | Apr 29, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 10,724 | 887 | 0.88% | 0.89% | 789 | +90 | 0.85% | Q1 2026 | Apr 14, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 10,675 | 883 | 0.08% | 0.08% | 790 | +596 | 5.91% | Q1 2026 | Apr 13, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 10,571 | 882 | 0.03% | 0.03% | 791 | +444 | 4.38% | Q1 2026 | Apr 24, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 10,575 | 875 | 0.22% | 0.22% | 792 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 10,554 | 870 | 0.06% | 0.06% | 794 | -341 | -3.13% | Q1 2026 | May 01, 2026 |
| Smithfield Trust Co | History | No change | 10,517 | 870 | 0.04% | 0.04% | 793 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Shum Financial Group, Inc. | History | Reduced | 10,504 | 869 | 0.61% | 0.64% | 795 | -177 | -1.66% | Q1 2026 | Apr 22, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 10,500 | 868 | 0.1% | 0.11% | 796 | -700 | -6.25% | Q1 2026 | Apr 17, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 10,482 | 867 | 0.06% | 0.06% | 797 | -385 | -3.54% | Q1 2026 | Apr 21, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 10,462 | 865 | 0.03% | 0.03% | 798 | -672 | -6.04% | Q1 2026 | May 07, 2026 |
| Cynosure Group, LLC | History | Reduced | 10,451 | 864 | 0.11% | 0.21% | 800 | -13,702 | -56.73% | Q1 2026 | May 13, 2026 |
| Liberty Capital Management, Inc. | History | No change | 10,327 | 864 | 0.16% | 0.16% | 799 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 10,403 | 860 | 0.04% | 0.04% | 801 | +584 | 5.95% | Q1 2026 | May 12, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 10,383 | 859 | 0.02% | 0.02% | 802 | +307 | 3.05% | Q1 2026 | May 14, 2026 |
| Adventist Health System/ West | History | New | 10,308 | 852 | 0.15% | — | 803 | +10,308 | New | Q1 2026 | May 12, 2026 |
| Round Rock Advisors LLC | History | Added to | 10,238 | 847 | 0.13% | 0.13% | 804 | +6 | 0.06% | Q1 2026 | May 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 10,210 | 844 | 0.02% | 0.02% | 805 | -791 | -7.19% | Q1 2026 | May 15, 2026 |
| London & Capital Asset Management Ltd | History | Reduced | 10,161 | 840 | 0.01% | 0.02% | 806 | -17,407 | -63.14% | Q1 2026 | May 15, 2026 |
| Amicus Financial Advisors, LLC | History | Reduced | 9,946 | 823 | 0.23% | 0.24% | 807 | -302 | -2.95% | Q1 2026 | Apr 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 9,922 | 821 | 0.01% | 0.01% | 808 | +1,635 | 19.73% | Q1 2026 | May 14, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 9,912 | 820 | 0.08% | 0.07% | 809 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 9,904 | 819 | 0.04% | 0.04% | 810 | +1,626 | 19.64% | Q1 2026 | May 11, 2026 |
| National Philanthropic Trust | History | No change | 9,757 | 807 | 0.01% | 0.01% | 811 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Brooklyn FI, LLC | History | Added to | 9,712 | 803 | 0.17% | 0.14% | 812 | +1,745 | 21.9% | Q1 2026 | May 11, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 9,656 | 799 | 0.01% | 0.01% | 813 | +2,579 | 36.44% | Q1 2026 | May 15, 2026 |
| TOWER TRUST & INVESTMENT Co | History | Added to | 9,666 | 799 | 0.52% | 0.48% | 814 | +635 | 7.03% | Q1 2026 | Apr 08, 2026 |
| MFA Wealth Services | History | New | 9,638 | 797 | 0.53% | — | 816 | +9,638 | New | Q1 2026 | Apr 21, 2026 |
| Astoria Portfolio Advisors LLC. | History | New | 9,600 | 797 | 0.17% | — | 815 | +9,600 | New | Q1 2026 | Apr 28, 2026 |
| Kagan Cocozza Asset Management | History | New | 9,565 | 791 | 0.56% | — | 817 | +9,565 | New | Q1 2026 | Apr 23, 2026 |
| Great Diamond Partners, LLC | History | Added to | 9,500 | 786 | 0.15% | 0.15% | 818 | +375 | 4.11% | Q1 2026 | May 12, 2026 |
| RMG Wealth Management LLC | History | New | 9,475 | 783 | 0.09% | — | 819 | +9,475 | New | Q1 2026 | May 14, 2026 |
| Hickory Point Bank & Trust | History | No change | 9,455 | 782 | 0.52% | 0.57% | 820 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | New | 9,447 | 781 | 0.09% | — | 822 | +9,447 | New | Q1 2026 | Apr 07, 2026 |
| Stablepoint Partners, LLC | History | Added to | 9,445 | 781 | 0.12% | 0.1% | 821 | +1,937 | 25.8% | Q1 2026 | Apr 30, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 9,385 | 780 | 0.23% | 0.23% | 823 | +73 | 0.78% | Q1 2026 | Apr 16, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Reduced | 9,423 | 779 | 0.22% | 0.39% | 825 | -6,621 | -41.27% | Q1 2026 | Apr 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 9,416 | 779 | 0.04% | 0.04% | 824 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Seelaus Asset Management LLC | History | Added to | 9,374 | 775 | 0.56% | 0.62% | 826 | +69 | 0.74% | Q1 2026 | Apr 29, 2026 |
| Strategic Blueprint, LLC | History | Added to | 9,327 | 771 | 0.04% | 0.03% | 827 | +3,181 | 51.76% | Q1 2026 | Apr 29, 2026 |
| Triumph Capital Management | History | Added to | 9,315 | 770 | 0.16% | 0.15% | 828 | +845 | 9.98% | Q1 2026 | May 13, 2026 |
| Garde Capital, Inc. | History | New | 9,299 | 769 | 0.05% | — | 829 | +9,299 | New | Q1 2026 | Apr 28, 2026 |
| Edge Financial Advisors LLC | History | No change | 9,048 | 757 | 0.32% | 0.32% | 830 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 9,138 | 756 | 0.02% | 0.01% | 831 | +2,096 | 29.76% | Q1 2026 | May 08, 2026 |
| Leo Wealth, LLC | History | Added to | 9,115 | 754 | 0.05% | 0.05% | 832 | +633 | 7.46% | Q1 2026 | May 05, 2026 |
| Trilogy Capital Inc. | History | Added to | 9,106 | 753 | 0.03% | 0.03% | 833 | +796 | 9.58% | Q1 2026 | Apr 21, 2026 |
| Prosperity Planning, Inc. | History | Added to | 9,092 | 752 | 0.19% | 0.2% | 834 | +177 | 1.99% | Q1 2026 | Apr 10, 2026 |
| SRH ADVISORS, LLC | History | Added to | 9,070 | 750 | 0.21% | 0.19% | 835 | +1,270 | 16.28% | Q1 2026 | Apr 29, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 9,033 | 747 | 0.21% | 0.2% | 836 | +37 | 0.41% | Q1 2026 | May 12, 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | History | Added to | 9,012 | 745 | 0.69% | 0.56% | 837 | +1,708 | 23.38% | Q1 2026 | Apr 21, 2026 |
| Quantinno Capital Management LP | History | Added to | 8,988 | 743 | 0.0% | 0.0% | 838 | +5,432 | 152.76% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 8,976 | 742 | 0.0% | 0.0% | 839 | +1,608 | 21.82% | Q1 2026 | Apr 27, 2026 |
| Independence Asset Advisors, LLC | History | Reduced | 8,943 | 740 | 0.27% | 0.69% | 840 | -6,011 | -40.2% | Q1 2026 | Apr 22, 2026 |
| BDFS Capital LLC | History | Added to | 8,887 | 735 | 0.35% | 0.34% | 841 | +801 | 9.91% | Q1 2026 | Apr 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 8,873 | 734 | 0.0% | 0.0% | 842 | +6,075 | 217.12% | Q1 2026 | May 14, 2026 |
| Greenline Wealth Management LLC | History | Added to | 8,859 | 733 | 0.85% | 0.37% | 844 | +4,621 | 109.04% | Q1 2026 | May 14, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 8,858 | 733 | 0.32% | 0.33% | 843 | -92 | -1.03% | Q1 2026 | Apr 16, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 8,773 | 726 | 0.37% | 0.27% | 845 | +2,380 | 37.23% | Q1 2026 | Apr 15, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 8,736 | 722 | 0.05% | 0.05% | 846 | +65 | 0.75% | Q1 2026 | May 15, 2026 |
| TritonPoint Partners, LLC | History | New | 8,688 | 718 | 0.26% | — | 849 | +8,688 | New | Q1 2026 | Apr 28, 2026 |
| Arta Finance Wealth Management LLC | History | Reduced | 8,716 | 718 | 0.35% | 0.37% | 848 | -4 | -0.05% | Q1 2026 | Apr 20, 2026 |
| Legacy Private Trust Co. | History | No change | 8,683 | 718 | 0.04% | 0.04% | 847 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CAPSTONE CAPITAL LLC | History | Reduced | 8,665 | 717 | 0.46% | 0.48% | 850 | -146 | -1.66% | Q1 2026 | Apr 23, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Added to | 8,639 | 714 | 0.47% | 0.45% | 851 | +287 | 3.44% | Q1 2026 | Apr 28, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 8,614 | 712 | 0.07% | 0.07% | 852 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 8,586 | 710 | 0.16% | 0.19% | 853 | -1,601 | -15.72% | Q1 2026 | Apr 22, 2026 |
| Simplicity Wealth,LLC | History | Added to | 8,576 | 709 | 0.04% | 0.04% | 854 | +1,102 | 14.74% | Q1 2026 | Apr 30, 2026 |
| rebel Financial LLC | History | Added to | 8,450 | 699 | 0.3% | 0.27% | 855 | +838 | 11.01% | Q1 2026 | Apr 24, 2026 |
| Falcon Wealth Planning | History | Reduced | 8,436 | 698 | 0.05% | 0.06% | 857 | -255 | -2.93% | Q1 2026 | Apr 20, 2026 |
| Arax Advisory Partners | History | Added to | 8,442 | 698 | 0.02% | 0.02% | 856 | +69 | 0.82% | Q1 2026 | May 13, 2026 |
| Westmount Partners, LLC | History | New | 8,420 | 696 | 0.17% | — | 858 | +8,420 | New | Q1 2026 | Apr 16, 2026 |
| Carter Financial Group, INC. | History | Reduced | 8,352 | 691 | 0.43% | 0.43% | 859 | -259 | -3.01% | Q1 2026 | Apr 27, 2026 |
| Jacobi Capital Management LLC | History | Added to | 8,301 | 686 | 0.04% | 0.04% | 860 | +594 | 7.71% | Q1 2026 | May 13, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 8,200 | 679 | 0.48% | 0.47% | 861 | +6 | 0.07% | Q1 2026 | May 08, 2026 |
| Fullerton Advisors, LLC | History | Reduced | 8,169 | 675 | 0.7% | 0.69% | 862 | -89 | -1.08% | Q1 2026 | Apr 21, 2026 |
| Cordatus Wealth Management LLC | History | Reduced | 8,137 | 673 | 0.16% | 0.67% | 863 | -26,433 | -76.46% | Q1 2026 | Apr 29, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 8,141 | 673 | 0.08% | — | 864 | +8,141 | New | Q1 2026 | May 11, 2026 |
| Aberdeen Group plc | History | No change | 8,132 | 672 | 0.0% | 0.0% | 865 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 8,118 | 671 | 0.21% | 0.23% | 866 | -20 | -0.25% | Q1 2026 | May 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 8,093 | 669 | 0.01% | 0.01% | 867 | +406 | 5.28% | Q1 2026 | Apr 14, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 7,987 | 668 | 0.18% | 0.18% | 868 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GenTrust, LLC | History | Reduced | 8,025 | 664 | 0.03% | 0.03% | 869 | -370 | -4.41% | Q1 2026 | Apr 27, 2026 |
| MBL Wealth, LLC | History | Added to | 8,000 | 662 | 0.05% | 0.02% | 870 | +5,000 | 166.67% | Q1 2026 | Apr 28, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 7,946 | 657 | 0.09% | 0.18% | 871 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 7,935 | 656 | 0.02% | 0.01% | 873 | +1,168 | 17.26% | Q1 2026 | Apr 27, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 7,932 | 656 | 0.22% | 0.26% | 872 | +56 | 0.71% | Q1 2026 | May 14, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 7,901 | 653 | 0.21% | 0.18% | 874 | +1,185 | 17.64% | Q1 2026 | Apr 21, 2026 |
| FourThought Financial Partners, LLC | History | No change | 7,903 | 653 | 0.06% | 0.06% | 875 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 7,886 | 652 | 0.02% | 0.11% | 876 | -29,044 | -78.65% | Q1 2026 | May 11, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 7,881 | 652 | 0.02% | 0.02% | 877 | +853 | 12.14% | Q1 2026 | Apr 22, 2026 |
| Compass Advisory Group LLC | History | Added to | 7,886 | 652 | 0.17% | 0.17% | 878 | +274 | 3.6% | Q1 2026 | Apr 21, 2026 |
| Ascent Group, LLC | History | Reduced | 7,812 | 646 | 0.02% | 0.03% | 879 | -1,034 | -11.69% | Q1 2026 | May 15, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 7,789 | 644 | 0.08% | 0.08% | 880 | -61 | -0.78% | Q1 2026 | Apr 24, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | Reduced | 7,765 | 642 | 0.33% | 0.45% | 881 | -3,061 | -28.27% | Q1 2026 | Apr 22, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 7,770 | 642 | 0.05% | 0.05% | 882 | -150 | -1.89% | Q1 2026 | May 15, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 7,715 | 638 | 0.05% | 0.05% | 883 | +17 | 0.22% | Q1 2026 | May 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 7,702 | 637 | 0.02% | 0.02% | 884 | +143 | 1.89% | Q1 2026 | May 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 7,690 | 636 | 0.02% | 0.02% | 886 | -334 | -4.16% | Q1 2026 | Apr 30, 2026 |
| ALTFEST L J & CO INC | History | No change | 7,686 | 636 | 0.07% | 0.07% | 885 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ancora Advisors LLC | History | Added to | 7,665 | 634 | 0.01% | 0.01% | 887 | +1,724 | 29.02% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Reduced | 7,653 | 633 | 0.02% | 0.03% | 888 | -592 | -7.18% | Q1 2026 | Jun 18, 2026 |
| Keener Financial Planning LLC | History | Reduced | 7,604 | 629 | 0.26% | 0.28% | 889 | -202 | -2.59% | Q1 2026 | May 01, 2026 |
| Cascades Capital Asset Management, LLC | History | New | 7,596 | 628 | 0.26% | — | 890 | +7,596 | New | Q1 2026 | May 15, 2026 |
| Key FInancial Inc | History | Added to | 7,557 | 625 | 0.11% | 0.09% | 891 | +1,362 | 21.99% | Q1 2026 | Apr 24, 2026 |
| IFS Group,LLC | History | New | 7,544 | 624 | 0.56% | — | 892 | +7,544 | New | Q1 2026 | May 18, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 7,504 | 620 | 0.04% | 0.05% | 893 | -1,434 | -16.04% | Q1 2026 | May 15, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 7,471 | 618 | 0.04% | 0.04% | 894 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 7,399 | 616 | 0.04% | 0.04% | 895 | -505 | -6.39% | Q1 2026 | Apr 20, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 7,403 | 612 | 0.17% | 0.15% | 896 | +1,192 | 19.19% | Q1 2026 | May 13, 2026 |
| Investment Advisory Group, LLC | History | Added to | 7,374 | 610 | 0.16% | 0.15% | 897 | +539 | 7.89% | Q1 2026 | Apr 22, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 7,354 | 608 | 0.37% | 0.4% | 898 | -246 | -3.24% | Q1 2026 | Apr 21, 2026 |
| Narus Financial Partners, LLC | History | Added to | 7,312 | 605 | 0.16% | 0.16% | 899 | +346 | 4.97% | Q1 2026 | Apr 21, 2026 |
| Fortune Financial Group, Inc. | History | No change | 7,323 | 605 | 0.54% | 0.61% | 900 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 7,310 | 604 | 0.0% | 0.0% | 901 | -43 | -0.58% | Q1 2026 | May 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 7,198 | 595 | 0.05% | 0.06% | 902 | -1,537 | -17.6% | Q1 2026 | May 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 7,128 | 589 | 0.01% | 0.02% | 903 | -1,572 | -18.07% | Q1 2026 | Apr 29, 2026 |
| Keystone Financial Group | History | Added to | 7,122 | 589 | 0.04% | 0.04% | 904 | +180 | 2.59% | Q1 2026 | May 13, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 7,073 | 585 | 0.1% | 0.1% | 905 | +120 | 1.73% | Q1 2026 | May 05, 2026 |
| RiverGlades Family Offices LLC | History | New | 7,062 | 584 | 0.34% | — | 906 | +7,062 | New | Q1 2026 | May 13, 2026 |
| Palouse Capital Management, Inc. | History | Added to | 7,049 | 583 | 0.39% | 0.33% | 907 | +846 | 13.64% | Q1 2026 | Apr 24, 2026 |
| Sage Capital Management, LLC | History | Added to | 7,013 | 580 | 0.27% | 0.27% | 908 | +34 | 0.49% | Q1 2026 | Apr 15, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 6,990 | 578 | 0.12% | 0.11% | 909 | +1,015 | 16.99% | Q1 2026 | May 01, 2026 |
| Inspire Advisors, LLC | History | Added to | 6,983 | 577 | 0.05% | 0.04% | 910 | +1,194 | 20.63% | Q1 2026 | May 15, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 6,940 | 574 | 0.06% | 0.06% | 911 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 6,881 | 569 | 0.14% | 0.14% | 913 | -21 | -0.3% | Q1 2026 | Apr 10, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 6,883 | 569 | 0.12% | 0.12% | 912 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Objectivity Squared, LLC | History | Added to | 6,855 | 567 | 0.36% | 0.3% | 914 | +507 | 7.99% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 6,846 | 564 | 0.03% | 0.02% | 915 | +1,402 | 25.75% | Q1 2026 | Apr 27, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Reduced | 6,804 | 563 | 0.29% | 0.59% | 916 | -7,703 | -53.1% | Q1 2026 | May 14, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 6,771 | 559 | 0.2% | 0.18% | 917 | +1,074 | 18.85% | Q1 2026 | May 08, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 6,753 | 558 | 0.03% | 0.03% | 918 | -472 | -6.53% | Q1 2026 | Apr 08, 2026 |
| NORDEN GROUP LLC | History | Added to | 6,699 | 554 | 0.05% | 0.05% | 919 | +81 | 1.22% | Q1 2026 | Apr 15, 2026 |
| Plotkin Financial Advisors, LLC | History | Added to | 6,645 | 549 | 0.28% | 0.27% | 920 | +44 | 0.67% | Q1 2026 | May 11, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 6,604 | 546 | 0.09% | 0.11% | 922 | -1,079 | -14.04% | Q1 2026 | Apr 17, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 6,599 | 546 | 0.04% | 0.04% | 921 | -41 | -0.62% | Q1 2026 | May 06, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 6,587 | 545 | 0.01% | 0.01% | 923 | +2,578 | 64.31% | Q1 2026 | Apr 17, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 6,583 | 544 | 0.29% | 0.31% | 924 | -27 | -0.41% | Q1 2026 | Apr 24, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 6,568 | 543 | 0.01% | 0.02% | 925 | -1,170 | -15.12% | Q1 2026 | May 15, 2026 |
| SAPIENT CAPITAL LLC | History | New | 6,552 | 542 | 0.01% | — | 926 | +6,552 | New | Q1 2026 | Jun 22, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 6,520 | 539 | 0.01% | 0.01% | 927 | +2,673 | 69.48% | Q1 2026 | May 15, 2026 |
| Johnson Financial Group, Inc. | History | No change | 6,474 | 535 | 0.02% | 0.02% | 928 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Darrow Company, Inc. | History | Added to | 6,441 | 533 | 0.24% | 0.22% | 929 | +677 | 11.75% | Q1 2026 | Apr 20, 2026 |
| Pacifica Partners Inc. | History | Reduced | 6,409 | 530 | 0.18% | 0.25% | 930 | -302 | -4.5% | Q1 2026 | Apr 09, 2026 |
| Mullaney, Keating & Wright, Inc. | History | Added to | 6,402 | 529 | 0.29% | 0.23% | 932 | +1,096 | 20.66% | Q1 2026 | May 29, 2026 |
| Clark Asset Management, LLC | History | Reduced | 6,400 | 529 | 0.05% | 0.06% | 931 | -16 | -0.25% | Q1 2026 | Apr 16, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 6,374 | 527 | 0.04% | 0.03% | 933 | +2,548 | 66.6% | Q1 2026 | May 15, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | New | 6,364 | 526 | 0.07% | — | 936 | +6,364 | New | Q1 2026 | Apr 27, 2026 |
| Meriwether Wealth & Planning, LLC | History | Added to | 6,361 | 526 | 0.29% | 0.25% | 935 | +953 | 17.62% | Q1 2026 | Apr 09, 2026 |
| WealthCollab, LLC | History | Reduced | 6,366 | 526 | 0.22% | 0.22% | 934 | -97 | -1.5% | Q1 2026 | May 13, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 6,350 | 525 | 0.1% | 0.11% | 937 | +37 | 0.59% | Q1 2026 | Apr 14, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 6,342 | 524 | 0.07% | 0.06% | 938 | +63 | 1.0% | Q1 2026 | Apr 13, 2026 |
| Security Financial Services, INC. | History | Added to | 6,330 | 523 | 0.08% | 0.08% | 939 | +393 | 6.62% | Q1 2026 | May 27, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 6,327 | 522 | 0.01% | 0.01% | 940 | -55 | -0.86% | Q1 2026 | May 14, 2026 |
| Steffes Financial, Ltd. | History | New | 6,308 | 521 | 0.27% | — | 941 | +6,308 | New | Q1 2026 | May 15, 2026 |
| Caitlin John, LLC | History | Added to | 6,292 | 520 | 0.31% | 0.34% | 942 | +130 | 2.11% | Q1 2026 | May 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 6,213 | 516 | 0.03% | 0.03% | 943 | +770 | 14.15% | Q1 2026 | Apr 17, 2026 |
| Private Capital Management, LLC | History | Added to | 6,247 | 516 | 0.05% | 0.05% | 944 | +32 | 0.51% | Q1 2026 | May 15, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 6,166 | 510 | 0.17% | 0.13% | 945 | +3,092 | 100.59% | Q1 2026 | Apr 20, 2026 |
| BROWN ADVISORY INC | History | Added to | 6,148 | 508 | 0.0% | 0.0% | 946 | +41 | 0.67% | Q1 2026 | May 15, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 6,140 | 508 | 0.07% | 0.07% | 947 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| IBEX WEALTH ADVISORS | History | New | 6,054 | 500 | 0.05% | — | 949 | +6,054 | New | Q1 2026 | Apr 30, 2026 |
| Long Island Wealth Management, Inc. | History | Reduced | 6,048 | 500 | 0.23% | 0.29% | 948 | -1,375 | -18.52% | Q1 2026 | Apr 21, 2026 |
| DAVIS R M INC | History | Added to | 6,000 | 496 | 0.01% | 0.01% | 950 | +628 | 11.69% | Q1 2026 | May 13, 2026 |
| Advisor Resource Council | History | Reduced | 5,954 | 492 | 0.16% | 0.19% | 951 | -591 | -9.03% | Q1 2026 | May 07, 2026 |
| Livet Wealth, LLC | History | New | 5,939 | 491 | 0.31% | — | 952 | +5,939 | New | Q1 2026 | Apr 24, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 5,929 | 490 | 0.11% | 0.11% | 953 | +7 | 0.12% | Q1 2026 | May 13, 2026 |
| Sage Investment Counsel LLC | History | Added to | 5,920 | 489 | 0.54% | 0.5% | 955 | +525 | 9.73% | Q1 2026 | Apr 24, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 5,928 | 489 | 0.03% | 0.02% | 954 | -352 | -5.61% | Q1 2026 | May 12, 2026 |
| STABLEFORD CAPITAL II LLC | History | Added to | 5,887 | 487 | 0.18% | 0.15% | 956 | +835 | 16.53% | Q1 2026 | Apr 06, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 5,856 | 484 | 0.03% | 0.03% | 957 | +639 | 12.25% | Q1 2026 | Apr 29, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 5,836 | 482 | 0.01% | 0.01% | 958 | -91 | -1.54% | Q1 2026 | Apr 07, 2026 |
| EFG International AG | History | Reduced | 5,794 | 479 | 0.01% | 0.01% | 959 | -1,334 | -18.71% | Q1 2026 | May 15, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 5,721 | 473 | 0.17% | 0.15% | 960 | +101 | 1.8% | Q1 2026 | Apr 21, 2026 |
| Northstar Financial Companies, Inc. | History | Added to | 5,707 | 472 | 0.38% | 0.23% | 961 | +2,281 | 66.58% | Q1 2026 | May 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 5,701 | 471 | 0.05% | 0.01% | 962 | +4,994 | 706.36% | Q1 2026 | May 11, 2026 |
| Capital Investment Management, Inc. | History | Added to | 5,700 | 471 | 0.16% | 0.16% | 963 | +199 | 3.62% | Q1 2026 | Apr 22, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 5,676 | 469 | 0.11% | 0.09% | 964 | +1,448 | 34.25% | Q1 2026 | Apr 24, 2026 |
| Scott Capital Advisors, LLC | History | New | 5,633 | 467 | 0.09% | — | 965 | +5,633 | New | Q1 2026 | Apr 15, 2026 |
| Axos Invest Inc. | History | Reduced | 5,592 | 462 | 0.35% | 0.49% | 966 | -2,349 | -29.58% | Q1 2026 | May 12, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 5,586 | 462 | 0.06% | 0.09% | 967 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 5,572 | 461 | 0.19% | 0.17% | 968 | +913 | 19.6% | Q1 2026 | May 11, 2026 |
| Balefire, LLC | History | Added to | 5,541 | 458 | 0.09% | 0.08% | 969 | +873 | 18.7% | Q1 2026 | May 07, 2026 |
| Nicholas Wealth, LLC. | History | New | 5,535 | 457 | 0.32% | — | 971 | +5,535 | New | Q1 2026 | Apr 22, 2026 |
| Strategic Financial Concepts, LLC | History | New | 5,528 | 457 | 0.11% | — | 970 | +5,528 | New | Q1 2026 | May 12, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 5,510 | 455 | 0.03% | 0.02% | 972 | +2,235 | 68.24% | Q1 2026 | Apr 29, 2026 |
| Oxinas Partners, LLC | History | Added to | 5,494 | 454 | 0.21% | 0.21% | 973 | +255 | 4.87% | Q1 2026 | Apr 10, 2026 |
| Archer Investment Management, LLC | History | New | 5,478 | 453 | 0.19% | — | 974 | +5,478 | New | Q1 2026 | Apr 08, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 5,394 | 449 | 0.29% | 0.3% | 975 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ARGUS INVESTORS' COUNSEL, INC. | History | Reduced | 5,406 | 447 | 0.4% | 0.46% | 976 | -1,405 | -20.63% | Q1 2026 | Apr 28, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 5,400 | 446 | 0.08% | 0.07% | 977 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 5,315 | 439 | 0.45% | 0.43% | 978 | +358 | 7.22% | Q1 2026 | May 14, 2026 |
| American Trust | History | Reduced | 5,296 | 438 | 0.04% | 0.04% | 979 | -167 | -3.06% | Q1 2026 | May 01, 2026 |
| Mesirow Financial Investment Management, Inc. | History | New | 5,263 | 435 | 0.01% | — | 980 | +5,263 | New | Q1 2026 | Apr 21, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 5,241 | 433 | 0.01% | 0.02% | 981 | -1,021 | -16.3% | Q1 2026 | May 13, 2026 |
| CULBERTSON A N & CO INC | History | No change | 5,230 | 432 | 0.06% | 0.06% | 982 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Added to | 5,216 | 431 | 0.01% | 0.0% | 983 | +2,693 | 106.74% | Q1 2026 | Apr 17, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 5,185 | 429 | 0.16% | 0.17% | 985 | -465 | -8.23% | Q1 2026 | May 11, 2026 |
| Community Financial Services Group, LLC | History | Added to | 5,206 | 429 | 0.08% | 0.08% | 984 | +304 | 6.2% | Q1 2026 | Apr 08, 2026 |
| Centennial Bank/AR/ | History | Added to | 5,137 | 425 | 0.15% | 0.16% | 986 | +300 | 6.2% | Q1 2026 | May 06, 2026 |
| TFB Advisors LLC | History | Reduced | 5,135 | 424 | 0.22% | 0.2% | 988 | -3,433 | -40.07% | Q1 2026 | Apr 20, 2026 |
| Sawyer & Company, Inc | History | Added to | 5,129 | 424 | 0.16% | 0.15% | 987 | +39 | 0.77% | Q1 2026 | Apr 23, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 5,106 | 422 | 0.05% | 0.07% | 989 | -1,540 | -23.17% | Q1 2026 | Apr 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 5,053 | 418 | 0.0% | 0.0% | 990 | -3,180 | -38.63% | Q1 2026 | Apr 30, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 5,057 | 418 | 0.04% | 0.03% | 991 | +1,475 | 41.18% | Q1 2026 | May 06, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 5,041 | 417 | 0.11% | 0.1% | 992 | +38 | 0.76% | Q1 2026 | Apr 28, 2026 |
| Wiser Advisor Group LLC | History | Reduced | 5,032 | 416 | 0.5% | 0.49% | 993 | -86 | -1.68% | Q1 2026 | Apr 22, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 5,022 | 415 | 0.02% | 0.04% | 994 | -2,898 | -36.59% | Q1 2026 | Apr 16, 2026 |
| Allie Family Office LLC | History | Reduced | 5,050 | 414 | 0.18% | 0.2% | 995 | -155 | -2.98% | Q1 2026 | May 13, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 4,978 | 411 | 0.05% | 0.04% | 996 | +447 | 9.87% | Q1 2026 | May 04, 2026 |
| Obermeyer Wealth Partners | History | No change | 4,966 | 410 | 0.02% | 0.02% | 997 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 4,938 | 408 | 0.27% | 0.28% | 998 | +37 | 0.75% | Q1 2026 | Apr 21, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 4,918 | 406 | 0.24% | 0.27% | 999 | +10 | 0.2% | Q1 2026 | May 12, 2026 |
| ARWA LLC | History | Reduced | 4,862 | 403 | 0.2% | 0.25% | 1000 | -296 | -5.74% | Q1 2026 | Apr 13, 2026 |
| Zhang Financial LLC | History | Added to | 4,870 | 402 | 0.01% | 0.01% | 1001 | +275 | 5.98% | Q1 2026 | May 06, 2026 |
| Coastline Trust Co | History | Added to | 4,847 | 401 | 0.04% | 0.03% | 1002 | +1,112 | 29.77% | Q1 2026 | Apr 03, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 4,832 | 399 | 0.09% | 0.07% | 1003 | +1,272 | 35.73% | Q1 2026 | May 21, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 4,802 | 397 | 0.0% | 0.0% | 1004 | -704 | -12.79% | Q1 2026 | May 14, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 4,727 | 391 | 0.02% | 0.01% | 1005 | +527 | 12.55% | Q1 2026 | May 15, 2026 |
| MASECO LLP | History | Added to | 4,732 | 391 | 0.01% | 0.02% | 1006 | +252 | 5.63% | Q1 2026 | Apr 21, 2026 |
| EASTERN BANK | History | Added to | 4,673 | 386 | 0.01% | 0.0% | 1007 | +2,759 | 144.15% | Q1 2026 | Apr 07, 2026 |
| Paragon Capital Management Ltd | History | New | 4,654 | 385 | 0.08% | — | 1009 | +4,654 | New | Q1 2026 | Apr 15, 2026 |
| Genesis Financial Group, LLC | History | Added to | 4,655 | 385 | 0.24% | 0.22% | 1008 | +50 | 1.09% | Q1 2026 | May 18, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 4,636 | 383 | 0.16% | 0.14% | 1011 | +748 | 19.24% | Q1 2026 | Apr 15, 2026 |
| Summit Global Investments | History | Added to | 4,625 | 383 | 0.02% | 0.02% | 1010 | +20 | 0.43% | Q1 2026 | May 07, 2026 |
| LeClair Wealth Partners LLC | History | New | 4,598 | 380 | 0.13% | — | 1013 | +4,598 | New | Q1 2026 | May 05, 2026 |
| Blue Water Asset Management | History | Added to | 4,598 | 380 | 0.13% | 0.14% | 1012 | +34 | 0.74% | Q1 2026 | May 05, 2026 |
| FF Advisors,LLC | History | New | 4,526 | 376 | 0.15% | — | 1014 | +4,526 | New | Q1 2026 | Apr 27, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 4,523 | 374 | 0.22% | 0.23% | 1015 | +5 | 0.11% | Q1 2026 | May 13, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 4,517 | 373 | 0.02% | 0.02% | 1016 | +26 | 0.58% | Q1 2026 | May 14, 2026 |
| Aznar Financial Advisors, LLC | History | No change | 4,465 | 373 | 0.36% | 0.36% | 1017 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 4,505 | 372 | 0.05% | 0.06% | 1018 | -38 | -0.84% | Q1 2026 | May 11, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 4,485 | 371 | 0.03% | 0.02% | 1019 | +2,095 | 87.66% | Q1 2026 | May 04, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 4,479 | 371 | 0.07% | 0.08% | 1020 | -622 | -12.19% | Q1 2026 | Apr 09, 2026 |
| NESTEGG ADVISORS, INC. | History | Reduced | 4,482 | 370 | 0.32% | 0.37% | 1021 | -673 | -13.06% | Q1 2026 | Apr 08, 2026 |
| TRB Wealth Management, LLC | History | New | 4,467 | 369 | 0.05% | — | 1023 | +4,467 | New | Q1 2026 | May 14, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 4,467 | 369 | 0.26% | 0.24% | 1022 | +33 | 0.74% | Q1 2026 | May 14, 2026 |
| Focus Financial Network, Inc. | History | Added to | 4,451 | 368 | 0.01% | 0.01% | 1025 | +102 | 2.35% | Q1 2026 | Apr 14, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 4,450 | 368 | 0.12% | 0.11% | 1024 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 4,421 | 365 | 0.31% | 0.32% | 1026 | +31 | 0.71% | Q1 2026 | May 11, 2026 |
| Asset Dedication, LLC | History | Added to | 4,402 | 364 | 0.03% | 0.0% | 1027 | +4,376 | 16830.77% | Q1 2026 | May 29, 2026 |
| FIRST MERCHANTS CORP | History | No change | 4,375 | 362 | 0.01% | 0.01% | 1028 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 4,386 | 362 | 0.04% | 0.04% | 1029 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Lynx Investment Advisory | History | New | 4,370 | 361 | 0.17% | — | 1032 | +4,370 | New | Q1 2026 | Apr 24, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 4,369 | 361 | 0.08% | 0.07% | 1031 | +561 | 14.73% | Q1 2026 | Apr 28, 2026 |
| PINKERTON WEALTH, LLC | History | No change | 4,318 | 361 | 0.03% | 0.04% | 1030 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Hayek Kallen Investment Management | History | New | 4,354 | 360 | 0.12% | — | 1033 | +4,354 | New | Q1 2026 | May 15, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | New | 4,337 | 358 | 0.15% | — | 1035 | +4,337 | New | Q1 2026 | Apr 29, 2026 |
| Sonoma Allocations LLC | History | Reduced | 4,334 | 358 | 0.12% | 0.15% | 1034 | -958 | -18.1% | Q1 2026 | May 19, 2026 |
| Valpey Financial Services, LLC | History | Added to | 4,312 | 356 | 0.23% | 0.23% | 1036 | +32 | 0.75% | Q1 2026 | May 11, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 4,290 | 354 | 0.16% | 0.16% | 1038 | +130 | 3.13% | Q1 2026 | May 05, 2026 |
| UMB Bank, n.a. | History | Added to | 4,280 | 354 | 0.0% | 0.0% | 1037 | +111 | 2.66% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 4,266 | 353 | 0.01% | 0.01% | 1039 | -215 | -4.8% | Q1 2026 | May 04, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 4,249 | 351 | 0.22% | — | 1040 | +4,249 | New | Q1 2026 | Apr 14, 2026 |
| BCS Wealth Management | History | Reduced | 4,177 | 345 | 0.07% | 0.07% | 1042 | -4,087 | -49.46% | Q1 2026 | Apr 17, 2026 |
| GREENLEAF TRUST | History | Reduced | 4,175 | 345 | 0.0% | 0.0% | 1041 | -152 | -3.51% | Q1 2026 | Apr 27, 2026 |
| Macro Advisors, Inc. | History | New | 4,158 | 344 | 0.14% | — | 1044 | +4,158 | New | Q1 2026 | May 14, 2026 |
| Hegarty Advisors, LLC | History | Reduced | 4,163 | 344 | 0.27% | 0.31% | 1043 | -103 | -2.41% | Q1 2026 | Apr 30, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 4,146 | 343 | 0.01% | 0.01% | 1045 | +1,140 | 37.92% | Q1 2026 | May 05, 2026 |
| TD Capital Management LLC | History | No change | 4,100 | 339 | 0.03% | 0.03% | 1046 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | Added to | 4,090 | 338 | 0.0% | 0.0% | 1047 | +385 | 10.39% | Q1 2026 | Apr 16, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 4,084 | 337 | 0.12% | — | 1049 | +4,084 | New | Q1 2026 | Apr 10, 2026 |
| Enhancing Capital LLC | History | Added to | 4,083 | 337 | 0.25% | 0.24% | 1048 | +2 | 0.05% | Q1 2026 | May 08, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 4,063 | 336 | 0.16% | — | 1051 | +4,063 | New | Q1 2026 | May 14, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 4,064 | 336 | 0.06% | 0.07% | 1050 | +29 | 0.72% | Q1 2026 | Apr 21, 2026 |
| Ceeto Capital Group, LLC | History | No change | 4,000 | 331 | 0.1% | 0.1% | 1052 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 3,982 | 329 | 0.22% | 0.21% | 1053 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MGB Wealth Management, LLC | History | No change | 3,917 | 328 | 0.09% | 0.09% | 1054 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 3,964 | 327 | 0.02% | 0.02% | 1055 | +134 | 3.5% | Q1 2026 | Apr 20, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 3,944 | 326 | 0.05% | 0.05% | 1056 | -549 | -12.22% | Q1 2026 | Apr 29, 2026 |
| Total Wealth Planning & Management, Inc. | History | New | 3,935 | 325 | 0.24% | — | 1059 | +3,935 | New | Q1 2026 | May 05, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 3,928 | 325 | 0.0% | — | 1058 | +3,928 | New | Q1 2026 | May 12, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 3,935 | 325 | 0.02% | 0.02% | 1057 | -178 | -4.33% | Q1 2026 | May 05, 2026 |
| Allen Capital Group, LLC | History | Added to | 3,919 | 324 | 0.03% | 0.02% | 1060 | +1,075 | 37.8% | Q1 2026 | May 27, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 3,899 | 322 | 0.05% | 0.1% | 1061 | -34,720 | -89.9% | Q1 2026 | May 01, 2026 |
| Eaton-Cambridge Inc. | History | Added to | 3,874 | 320 | 0.1% | 0.1% | 1062 | +137 | 3.67% | Q1 2026 | May 06, 2026 |
| Forum Finance Group S.A. | History | New | 4,811 | 318 | 0.17% | — | 1065 | +4,811 | New | Q1 2026 | May 07, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 3,849 | 318 | 0.16% | 0.14% | 1063 | +596 | 18.32% | Q1 2026 | May 13, 2026 |
| Marble Wealth, LLC | History | Added to | 3,848 | 318 | 0.06% | 0.04% | 1064 | +273 | 7.64% | Q1 2026 | May 14, 2026 |
| Portland Financial Advisors Inc | History | New | 3,837 | 317 | 0.66% | — | 1070 | +3,837 | New | Q1 2026 | Apr 27, 2026 |
| Dorsey & Whitney Trust CO LLC | History | New | 3,835 | 317 | 0.02% | — | 1069 | +3,835 | New | Q1 2026 | May 14, 2026 |
| GeoWealth Management, LLC | History | Added to | 3,840 | 317 | 0.01% | 0.01% | 1067 | +815 | 26.94% | Q1 2026 | May 13, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 3,839 | 317 | 0.07% | 0.07% | 1066 | +87 | 2.32% | Q1 2026 | Apr 21, 2026 |
| Timonier Family Office, LTD. | History | No change | 3,794 | 317 | 0.1% | 0.1% | 1068 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HC Advisors, LLC | History | No change | 3,828 | 316 | 0.21% | 0.22% | 1071 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 3,789 | 313 | 0.07% | 0.07% | 1073 | +483 | 14.61% | Q1 2026 | Apr 17, 2026 |
| Grove Bank & Trust | History | No change | 3,789 | 313 | 0.04% | 0.04% | 1072 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Wallace Advisory Group, LLC | History | Reduced | 3,768 | 311 | 0.33% | 0.35% | 1074 | -251 | -6.25% | Q1 2026 | Apr 21, 2026 |
| HANOVER ADVISORS INC | History | No change | 3,751 | 310 | 0.13% | 0.12% | 1075 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 3,707 | 306 | 0.06% | 0.09% | 1076 | -1,539 | -29.34% | Q1 2026 | May 15, 2026 |
| Iron Gate Global Advisors LLC | History | Added to | 3,692 | 305 | 0.03% | 0.03% | 1077 | +50 | 1.37% | Q1 2026 | May 15, 2026 |
| SmartHarvest Portfolios, LLC | History | Added to | 3,675 | 304 | 0.13% | 0.07% | 1080 | +1,134 | 44.63% | Q1 2026 | Apr 20, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 3,634 | 304 | 0.02% | 0.02% | 1078 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mustard Seed Financial, LLC | History | No change | 3,683 | 304 | 0.18% | 0.19% | 1079 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 3,673 | 303 | 0.0% | 0.0% | 1081 | +202 | 5.82% | Q1 2026 | May 13, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 3,630 | 300 | 0.06% | 0.05% | 1082 | +1,110 | 44.05% | Q1 2026 | May 11, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 3,620 | 299 | 0.03% | 0.04% | 1083 | -429 | -10.6% | Q1 2026 | May 01, 2026 |
| Lutz Financial Services LLC | History | Reduced | 3,607 | 298 | 0.02% | 0.02% | 1084 | -9 | -0.25% | Q1 2026 | May 04, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 3,597 | 297 | 0.09% | 0.1% | 1085 | -161 | -4.28% | Q1 2026 | May 13, 2026 |
| Valued Retirements, Inc. | History | Added to | 3,598 | 297 | 0.29% | 0.29% | 1086 | +7 | 0.19% | Q1 2026 | May 13, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | No change | 3,587 | 296 | 0.02% | 0.02% | 1087 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| True North Advisors, LLC | History | New | 3,572 | 295 | 0.03% | — | 1089 | +3,572 | New | Q1 2026 | May 07, 2026 |
| Capital Management Associates, Inc | History | No change | 3,568 | 295 | 0.07% | 0.07% | 1088 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 3,564 | 294 | 0.01% | 0.01% | 1090 | +46 | 1.31% | Q1 2026 | May 13, 2026 |
| SWMG, LLC | History | Reduced | 3,550 | 293 | 0.08% | 0.08% | 1091 | -87 | -2.39% | Q1 2026 | Apr 24, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 3,518 | 291 | 0.0% | 0.0% | 1092 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Members Trust Co | History | Added to | 3,485 | 288 | 0.01% | 0.01% | 1093 | +855 | 32.51% | Q1 2026 | May 04, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Added to | 3,484 | 288 | 0.1% | 0.08% | 1094 | +833 | 31.42% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | New | 3,474 | 287 | 0.0% | — | 1096 | +3,474 | New | Q1 2026 | May 01, 2026 |
| McAdam, LLC | History | Reduced | 3,479 | 287 | 0.01% | 0.02% | 1095 | -1,307 | -27.31% | Q1 2026 | May 08, 2026 |
| TI-TRUST, INC | History | No change | 3,465 | 286 | 0.17% | 0.18% | 1097 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Newport Capital Group, LLC | History | Added to | 3,446 | 285 | 0.17% | 0.15% | 1099 | +478 | 16.11% | Q1 2026 | May 11, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 3,450 | 285 | 0.02% | 0.02% | 1098 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Nilsine Partners, LLC | History | No change | 3,436 | 285 | 0.02% | 0.02% | 1100 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 3,410 | 282 | 0.02% | 0.02% | 1101 | -21 | -0.61% | Q1 2026 | Apr 21, 2026 |
| Argentarii, LLC | History | New | 3,406 | 281 | 0.1% | — | 1103 | +3,406 | New | Q1 2026 | May 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 3,404 | 281 | 0.01% | 0.01% | 1102 | -192 | -5.34% | Q1 2026 | May 11, 2026 |
| Turim 21 Investimentos Ltda. | History | Added to | 3,392 | 280 | 0.07% | 0.02% | 1104 | +2,871 | 551.06% | Q1 2026 | May 15, 2026 |
| Tempo Wealth, LLC | History | Added to | 3,362 | 278 | 0.05% | 0.04% | 1105 | +436 | 14.9% | Q1 2026 | May 14, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 3,306 | 273 | 0.02% | 0.02% | 1106 | -1,817 | -35.47% | Q1 2026 | May 01, 2026 |
| Synergy Asset Management, LLC | History | New | 3,295 | 272 | 0.03% | — | 1107 | +3,295 | New | Q1 2026 | May 13, 2026 |
| IRON Financial LLC | History | Reduced | 3,285 | 271 | 0.12% | 0.13% | 1108 | -84 | -2.49% | Q1 2026 | Apr 27, 2026 |
| Continuum Advisory, LLC | History | Reduced | 3,279 | 271 | 0.03% | 0.03% | 1109 | -29 | -0.88% | Q1 2026 | Apr 22, 2026 |
| Anson Capital, Inc. | History | Added to | 3,276 | 271 | 0.19% | 0.2% | 1110 | +25 | 0.77% | Q1 2026 | May 13, 2026 |
| YANKCOM Partnership | History | Reduced | 3,265 | 270 | 0.11% | 0.13% | 1111 | -286 | -8.05% | Q1 2026 | Apr 20, 2026 |
| Azimuth Capital Investment Management LLC | History | Reduced | 3,255 | 269 | 0.01% | 0.01% | 1112 | -400 | -10.94% | Q1 2026 | May 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 3,238 | 267 | 0.0% | — | 1114 | +3,238 | New | Q1 2026 | May 01, 2026 |
| MidFirst Bank | History | Added to | 3,232 | 267 | 0.02% | 0.0% | 1113 | +2,563 | 383.11% | Q1 2026 | May 15, 2026 |
| United Advisor Group, LLC | History | New | 3,208 | 265 | 0.03% | — | 1116 | +3,208 | New | Q1 2026 | Apr 17, 2026 |
| Berger Financial Group, Inc | History | Added to | 3,210 | 265 | 0.01% | 0.02% | 1115 | +13 | 0.41% | Q1 2026 | Apr 28, 2026 |
| COZAD ASSET MANAGEMENT INC | History | New | 3,201 | 264 | 0.02% | — | 1117 | +3,201 | New | Q1 2026 | May 28, 2026 |
| Brookwood Investment Group LLC | History | New | 3,187 | 263 | 0.03% | — | 1118 | +3,187 | New | Q1 2026 | May 04, 2026 |
| BLB&B Advisors, LLC | History | New | 3,177 | 262 | 0.01% | — | 1120 | +3,177 | New | Q1 2026 | Apr 28, 2026 |
| Saxony Capital Management, LLC | History | New | 3,167 | 262 | 0.15% | — | 1121 | +3,167 | New | Q1 2026 | Apr 24, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 3,177 | 262 | 0.01% | 0.01% | 1119 | -1,537 | -32.61% | Q1 2026 | May 01, 2026 |
| Integrity Wealth Partners, LLC | History | New | 3,160 | 261 | 0.23% | — | 1124 | +3,160 | New | Q1 2026 | Apr 27, 2026 |
| Texas Yale Capital Corp. | History | Added to | 3,159 | 261 | 0.01% | 0.01% | 1122 | +3 | 0.1% | Q1 2026 | May 04, 2026 |
| Cordoba Advisory Partners LLC | History | No change | 3,163 | 261 | 0.07% | 0.07% | 1123 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 3,153 | 260 | 0.1% | 0.1% | 1126 | +24 | 0.77% | Q1 2026 | May 04, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 3,105 | 260 | 0.39% | 0.39% | 1125 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Verisail Partners, LLC | History | Reduced | 3,120 | 258 | 0.1% | 0.12% | 1127 | -321 | -9.33% | Q1 2026 | Apr 20, 2026 |
| Objective Capital Management, LLC | History | Reduced | 3,107 | 257 | 0.26% | 0.32% | 1128 | -679 | -17.93% | Q1 2026 | May 04, 2026 |
| Aegis Wealth Management, Inc. | History | Added to | 3,103 | 256 | 0.2% | 0.2% | 1129 | +100 | 3.33% | Q1 2026 | Apr 20, 2026 |
| Wealth Dimensions Group, Ltd. | History | No change | 3,084 | 255 | 0.05% | 0.05% | 1130 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 3,053 | 252 | 0.0% | 0.0% | 1131 | -1,026 | -25.15% | Q1 2026 | May 12, 2026 |
| Creekside Partners | History | Added to | 3,046 | 252 | 0.1% | 0.11% | 1132 | +22 | 0.73% | Q1 2026 | Apr 21, 2026 |
| Andina Capital Management, LLC | History | Reduced | 3,001 | 248 | 0.22% | 0.3% | 1135 | -2,998 | -49.97% | Q1 2026 | Apr 17, 2026 |
| Minot DeBlois Advisors LLC | History | Added to | 3,000 | 248 | 0.22% | 0.22% | 1134 | +100 | 3.45% | Q1 2026 | May 08, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 3,000 | 248 | 0.03% | 0.03% | 1133 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Rossmore Private Capital | History | Added to | 2,990 | 247 | 0.02% | 0.02% | 1136 | +349 | 13.21% | Q1 2026 | May 01, 2026 |
| Compound Planning, Inc. | History | New | 2,979 | 246 | 0.01% | — | 1139 | +2,979 | New | Q1 2026 | May 14, 2026 |
| Tranquility Partners, LLC | History | Added to | 2,976 | 246 | 0.09% | 0.08% | 1137 | +392 | 15.17% | Q1 2026 | Apr 20, 2026 |
| Performance Wealth Partners, LLC | History | Added to | 2,980 | 246 | 0.01% | 0.01% | 1138 | +115 | 4.01% | Q1 2026 | Apr 10, 2026 |
| Krilogy Financial LLC | History | Reduced | 2,944 | 244 | 0.01% | 0.02% | 1140 | -5,454 | -64.94% | Q1 2026 | Apr 17, 2026 |
| Edgemoor Investment Advisors, Inc. | History | New | 2,952 | 244 | 0.02% | — | 1141 | +2,952 | New | Q1 2026 | May 13, 2026 |
| VANGUARD ADVISERS INC | History | New | 2,940 | 243 | 0.0% | — | 1142 | +2,940 | New | Q1 2026 | May 08, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 2,937 | 242 | 0.02% | — | 1144 | +2,937 | New | Q1 2026 | May 07, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 2,932 | 242 | 0.03% | 0.03% | 1143 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | New | 2,916 | 241 | 0.02% | — | 1145 | +2,916 | New | Q1 2026 | May 07, 2026 |
| SeaBridge Investment Advisors LLC | History | Reduced | 2,893 | 239 | 0.04% | 0.04% | 1146 | -43 | -1.46% | Q1 2026 | Apr 28, 2026 |
| Founders Financial Alliance, LLC | History | New | 2,886 | 238 | 0.04% | — | 1148 | +2,886 | New | Q1 2026 | May 11, 2026 |
| Ninety One North America, Inc. | History | New | 2,880 | 238 | 0.01% | — | 1147 | +2,880 | New | Q1 2026 | Apr 24, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 2,867 | 237 | 0.11% | 0.09% | 1150 | +394 | 15.93% | Q1 2026 | Apr 28, 2026 |
| MIDDLETON & CO INC/MA | History | No change | 2,875 | 237 | 0.03% | 0.03% | 1149 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Security National Bank | History | Reduced | 2,850 | 235 | 0.03% | 0.05% | 1151 | -900 | -24.0% | Q1 2026 | Apr 16, 2026 |
| Storen Legacy Partners, LLC | History | Added to | 2,843 | 235 | 0.07% | 0.07% | 1152 | +75 | 2.71% | Q1 2026 | Apr 22, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 2,797 | 234 | 0.01% | 0.01% | 1153 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Callahan Advisors, LLC | History | Reduced | 2,822 | 233 | 0.02% | 0.02% | 1154 | -98 | -3.36% | Q1 2026 | May 12, 2026 |
| Baskin Financial Services Inc. | History | No change | 2,793 | 231 | 0.02% | 0.02% | 1155 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Calder Financial LLC | History | Reduced | 2,785 | 229 | 0.23% | 0.27% | 1156 | -478 | -14.65% | Q1 2026 | Apr 07, 2026 |
| NorthLanding Financial Partners, LLC | History | Added to | 2,763 | 228 | 0.18% | 0.18% | 1157 | +26 | 0.95% | Q1 2026 | Apr 27, 2026 |
| ASPIRIANT, LLC | History | New | 2,749 | 227 | 0.01% | — | 1158 | +2,749 | New | Q1 2026 | May 12, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | New | 2,732 | 226 | 0.03% | — | 1160 | +2,732 | New | Q1 2026 | Apr 24, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 2,743 | 226 | 0.05% | 0.03% | 1159 | +1,118 | 68.8% | Q1 2026 | May 07, 2026 |
| Boston Trust Walden Corp | History | Added to | 2,697 | 223 | 0.0% | 0.0% | 1161 | +120 | 4.66% | Q1 2026 | Apr 24, 2026 |
| Plus Group Wealth Advisors LLC | History | No change | 2,700 | 223 | 0.25% | 0.25% | 1162 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | New | 2,662 | 220 | 0.07% | — | 1164 | +2,662 | New | Q1 2026 | Apr 28, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | Added to | 2,665 | 220 | 0.17% | 0.17% | 1163 | +175 | 7.03% | Q1 2026 | Apr 28, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 2,652 | 219 | 0.02% | 0.03% | 1166 | -1,050 | -28.36% | Q1 2026 | Apr 15, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 2,647 | 219 | 0.11% | 0.11% | 1165 | -749 | -22.06% | Q1 2026 | Jun 01, 2026 |
| Capital Asset Managemnet, LLC | History | Reduced | 2,657 | 219 | 0.25% | 0.25% | 1167 | -18 | -0.67% | Q1 2026 | Apr 14, 2026 |
| PDS Planning, Inc | History | New | 2,624 | 217 | 0.01% | — | 1168 | +2,624 | New | Q1 2026 | Apr 21, 2026 |
| HCR Wealth Advisors | History | No change | 2,617 | 216 | 0.02% | 0.02% | 1169 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Mendel Capital Management LLC | History | New | 2,602 | 215 | 0.11% | — | 1170 | +2,602 | New | Q1 2026 | Apr 21, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | No change | 2,595 | 214 | 0.02% | 0.01% | 1171 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Texas Bank & Trust Co | History | No change | 2,593 | 214 | 0.08% | 0.08% | 1172 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 2,575 | 213 | 0.05% | 0.06% | 1174 | -171 | -6.23% | Q1 2026 | Apr 17, 2026 |
| TigerOak Management, L.L.C. | History | Added to | 2,582 | 213 | 0.07% | 0.07% | 1173 | +3 | 0.12% | Q1 2026 | Apr 21, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 2,571 | 212 | 0.06% | 0.06% | 1175 | +20 | 0.78% | Q1 2026 | Apr 21, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | No change | 2,550 | 211 | 0.05% | 0.06% | 1176 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Madrid Wealth Management, LLC | History | No change | 2,555 | 211 | 0.16% | 0.17% | 1177 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 2,549 | 210 | 0.0% | — | 1180 | +2,549 | New | Q1 2026 | May 07, 2026 |
| Willis Johnson & Associates, Inc. | History | New | 2,541 | 210 | 0.01% | — | 1179 | +2,541 | New | Q1 2026 | Apr 23, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 2,547 | 210 | 0.04% | 0.04% | 1178 | +97 | 3.96% | Q1 2026 | Apr 13, 2026 |
| Golden Reserve Retirement LLC | History | Reduced | 2,514 | 208 | 0.04% | 0.05% | 1181 | -1,018 | -28.82% | Q1 2026 | Apr 20, 2026 |
| OneAscent Family Office, LLC | History | New | 2,510 | 207 | 0.14% | — | 1183 | +2,510 | New | Q1 2026 | Apr 21, 2026 |
| ProVise Management Group, LLC | History | No change | 2,509 | 207 | 0.01% | 0.01% | 1182 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 2,501 | 206 | 0.0% | 0.0% | 1186 | +86 | 3.56% | Q1 2026 | Apr 20, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 2,501 | 206 | 0.2% | 0.21% | 1184 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Northside Capital Management, LLC | History | No change | 2,500 | 206 | 0.02% | 0.02% | 1185 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 2,487 | 205 | 0.03% | — | 1189 | +2,487 | New | Q1 2026 | Apr 27, 2026 |
| Destination Wealth Management | History | New | 2,483 | 205 | 0.01% | — | 1188 | +2,483 | New | Q1 2026 | May 15, 2026 |
| SFMG, LLC | History | No change | 2,480 | 205 | 0.01% | 0.01% | 1187 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Gradient Capital Advisors, LLC | History | New | 2,477 | 204 | 0.05% | — | 1190 | +2,477 | New | Q1 2026 | Apr 15, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 2,461 | 202 | 0.0% | — | 1192 | +2,461 | New | Q1 2026 | May 12, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 2,444 | 202 | 0.02% | 0.02% | 1191 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 2,436 | 201 | 0.01% | — | 1194 | +2,436 | New | Q1 2026 | Apr 22, 2026 |
| WealthShield Partners, LLC | History | Reduced | 2,439 | 201 | 0.02% | 0.02% | 1193 | -15 | -0.61% | Q1 2026 | May 01, 2026 |
| WealthTrust Axiom LLC | History | New | 2,427 | 200 | 0.05% | — | 1197 | +2,427 | New | Q1 2026 | May 11, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | New | 2,425 | 200 | 0.01% | — | 1196 | +2,425 | New | Q1 2026 | Apr 17, 2026 |
| Clearwave Capital, LLC | History | Added to | 2,422 | 200 | 0.14% | 0.15% | 1195 | +12 | 0.5% | Q1 2026 | Apr 29, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 2,406 | 199 | 0.06% | 0.06% | 1198 | +77 | 3.31% | Q1 2026 | Apr 22, 2026 |
| Bogart Wealth, LLC | History | Added to | 2,401 | 198 | 0.01% | 0.0% | 1199 | +1,551 | 182.47% | Q1 2026 | Apr 28, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 2,338 | 193 | 0.05% | — | 1200 | +2,338 | New | Q1 2026 | May 08, 2026 |
| Breakwater Investment Management | History | Reduced | 2,155 | 178 | 0.07% | 0.07% | 1201 | -113 | -4.98% | Q1 2026 | May 14, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 2,115 | 175 | 0.01% | 0.01% | 1202 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,115 | 175 | 0.0% | 0.0% | 1203 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| USA FINANCIAL FORMULAS | History | New | 2,103 | 174 | 0.03% | — | 1204 | +2,103 | New | Q1 2026 | Apr 14, 2026 |
| Front Row Advisors LLC | History | No change | 2,061 | 170 | 0.06% | 0.06% | 1205 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 2,050 | 169 | 0.01% | 0.01% | 1206 | -1 | -0.05% | Q1 2026 | Apr 17, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 1,982 | 163 | 0.06% | 0.06% | 1207 | +4 | 0.2% | Q1 2026 | May 04, 2026 |
| Silicon Valley Capital Partners | History | Added to | 1,956 | 161 | 0.02% | 0.01% | 1209 | +15 | 0.77% | Q1 2026 | May 19, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,934 | 161 | 0.01% | 0.01% | 1208 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| AlphaCore Capital LLC | History | Reduced | 1,917 | 158 | 0.0% | 0.0% | 1210 | -1 | -0.05% | Q1 2026 | May 15, 2026 |
| Urban Financial Advisory Corp | History | Reduced | 1,889 | 156 | 0.06% | 0.07% | 1211 | -120 | -5.97% | Q1 2026 | May 08, 2026 |
| Synergy Investment Management, LLC | History | New | 1,884 | 155 | 0.05% | — | 1212 | +1,884 | New | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 1,869 | 154 | 0.0% | 0.0% | 1213 | -559 | -23.02% | Q1 2026 | May 06, 2026 |
| Powell Investment Advisors, LLC | History | No change | 1,820 | 150 | 0.05% | 0.05% | 1214 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| KM Capital Management Ltd. | History | New | 1,795 | 148 | 0.1% | — | 1215 | +1,795 | New | Q1 2026 | May 15, 2026 |
| Robinswood Financial LLC | History | New | 1,781 | 147 | 0.05% | — | 1216 | +1,781 | New | Q1 2026 | Jul 13, 2026 |
| Graney & King, LLC | History | Added to | 1,773 | 146 | 0.08% | 0.09% | 1217 | +3 | 0.17% | Q1 2026 | May 18, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,756 | 144 | 0.01% | 0.0% | 1219 | +1,626 | 1250.77% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,743 | 144 | 0.01% | 0.01% | 1218 | +330 | 23.35% | Q1 2026 | Apr 17, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 1,743 | 144 | 0.12% | 0.12% | 1220 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 1,692 | 140 | 0.05% | 0.06% | 1221 | -441 | -20.68% | Q1 2026 | Apr 09, 2026 |
| JNBA Financial Advisors | History | No change | 1,616 | 133 | 0.01% | 0.01% | 1222 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Investors Research Corp | History | No change | 1,597 | 132 | 0.03% | 0.02% | 1223 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 1,573 | 130 | 0.01% | 0.0% | 1224 | +1,324 | 531.73% | Q1 2026 | Apr 09, 2026 |
| Hills Bank & Trust Co | History | Reduced | 1,574 | 130 | 0.01% | 0.01% | 1225 | -119 | -7.03% | Q1 2026 | May 01, 2026 |
| Pioneer Family Office, LLC | History | Added to | 1,467 | 121 | 0.08% | 0.04% | 1226 | +781 | 113.85% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,448 | 119 | 0.01% | 0.01% | 1227 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 1,441 | 118 | 0.06% | 0.06% | 1228 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Archer Investment Corp | History | Added to | 1,420 | 117 | 0.02% | 0.02% | 1229 | +118 | 9.06% | Q1 2026 | May 04, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 1,382 | 114 | 0.01% | 0.01% | 1230 | -1,073 | -43.71% | Q1 2026 | Apr 10, 2026 |
| Kilter Group LLC | History | Added to | 1,366 | 113 | 0.05% | 0.01% | 1232 | +1,179 | 630.48% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,375 | 113 | 0.01% | 0.01% | 1231 | -24 | -1.72% | Q1 2026 | May 05, 2026 |
| GHP Investment Advisors, Inc. | History | New | 1,341 | 110 | 0.0% | — | 1233 | +1,341 | New | Q1 2026 | Apr 21, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,314 | 108 | 0.0% | 0.01% | 1235 | -1,182 | -47.36% | Q1 2026 | Apr 07, 2026 |
| S.A. Mason LLC | History | No change | 1,310 | 108 | 0.04% | 0.04% | 1234 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TSFG, LLC | History | Reduced | 1,298 | 107 | 0.02% | 0.02% | 1236 | -46 | -3.42% | Q1 2026 | Apr 27, 2026 |
| Signature Equity Partners, LLC | History | Added to | 1,274 | 105 | 0.06% | 0.01% | 1237 | +1,097 | 619.77% | Q1 2026 | May 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,222 | 101 | 0.07% | 0.08% | 1238 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,216 | 100 | 0.0% | 0.0% | 1239 | +199 | 19.57% | Q1 2026 | May 05, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 1,189 | 98 | 0.04% | 0.04% | 1240 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 1,173 | 97 | 0.01% | 0.01% | 1241 | +553 | 89.19% | Q1 2026 | May 15, 2026 |
| Fairscale Capital, LLC | History | No change | 1,184 | 97 | 0.07% | 0.07% | 1242 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Glassman Wealth Services | History | New | 1,143 | 94 | 0.01% | — | 1243 | +1,143 | New | Q1 2026 | May 04, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 1,132 | 93 | 0.03% | 0.03% | 1244 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bernard Wealth Management Corp. | History | No change | 1,004 | 83 | 0.04% | 0.03% | 1245 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 897 | 74 | 0.0% | 0.0% | 1246 | -93 | -9.39% | Q1 2026 | May 07, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 873 | 72 | 0.02% | 0.0% | 1247 | +603 | 223.33% | Q1 2026 | May 05, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 844 | 69 | 0.03% | 0.03% | 1248 | -13 | -1.52% | Q1 2026 | Apr 17, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 832 | 68 | 0.2% | 0.19% | 1249 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 822 | 68 | 0.04% | 0.04% | 1250 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Pillar Financial Advisors, LLC | History | Reduced | 805 | 66 | 0.04% | 0.07% | 1252 | -595 | -42.5% | Q1 2026 | May 07, 2026 |
| BOKF, NA | History | Reduced | 798 | 66 | 0.0% | 0.0% | 1251 | -329 | -29.19% | Q1 2026 | May 08, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 752 | 62 | 0.01% | 0.01% | 1253 | +100 | 15.34% | Q1 2026 | May 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 726 | 60 | 0.01% | 0.01% | 1255 | -285 | -28.19% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 732 | 60 | 0.0% | 0.0% | 1254 | -66 | -8.27% | Q1 2026 | May 13, 2026 |
| Wells Financial Advisors INC | History | Reduced | 680 | 56 | 0.25% | 0.21% | 1256 | -650 | -48.87% | Q1 2026 | May 07, 2026 |
| Vision Retirement, LLC | History | Added to | 689 | 56 | 0.02% | 0.01% | 1258 | +115 | 20.03% | Q1 2026 | May 07, 2026 |
| Orion Capital Management LLC | History | No change | 677 | 56 | 0.02% | 0.02% | 1257 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 649 | 53 | 0.0% | 0.0% | 1259 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 633 | 52 | 0.01% | 0.0% | 1260 | +381 | 151.19% | Q1 2026 | Apr 16, 2026 |
| MCF Advisors LLC | History | Reduced | 630 | 52 | 0.0% | 0.0% | 1261 | -124 | -16.45% | Q1 2026 | May 11, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Added to | 622 | 51 | 0.04% | 0.03% | 1264 | +175 | 39.15% | Q1 2026 | May 12, 2026 |
| Trust Co | History | Added to | 624 | 51 | 0.0% | 0.0% | 1262 | +2 | 0.32% | Q1 2026 | Apr 13, 2026 |
| Larson Financial Group LLC | History | Added to | 628 | 51 | 0.0% | 0.0% | 1263 | +1 | 0.16% | Q1 2026 | May 15, 2026 |
| Tidemark, LLC | History | Added to | 605 | 50 | 0.01% | 0.0% | 1265 | +440 | 266.67% | Q1 2026 | May 07, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 587 | 48 | 0.0% | 0.0% | 1266 | -100 | -14.56% | Q1 2026 | May 11, 2026 |
| Caldwell Trust Co | History | Added to | 572 | 47 | 0.0% | 0.0% | 1267 | +269 | 88.78% | Q1 2026 | Apr 22, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 572 | 47 | 0.03% | 0.03% | 1268 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 553 | 45 | 0.01% | 0.01% | 1270 | -111 | -16.72% | Q1 2026 | Apr 30, 2026 |
| McIlrath & Eck, LLC | History | Added to | 553 | 45 | 0.0% | 0.0% | 1269 | +2 | 0.36% | Q1 2026 | May 19, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 536 | 44 | 0.03% | 0.02% | 1271 | -175 | -24.61% | Q1 2026 | May 01, 2026 |
| Hurley Capital, LLC | History | New | 527 | 43 | 0.02% | — | 1273 | +527 | New | Q1 2026 | May 06, 2026 |
| Hara Capital LLC | History | New | 525 | 43 | 0.02% | — | 1274 | +525 | New | Q1 2026 | May 14, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 525 | 43 | 0.0% | 0.0% | 1272 | +275 | 110.0% | Q1 2026 | Apr 15, 2026 |
| Opal Wealth Advisors, LLC | History | New | 517 | 42 | 0.01% | — | 1276 | +517 | New | Q1 2026 | Apr 14, 2026 |
| Root Financial Partners, LLC | History | Added to | 514 | 42 | 0.0% | 0.0% | 1275 | +76 | 17.35% | Q1 2026 | Apr 24, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 505 | 41 | 0.02% | 0.02% | 1278 | -55 | -9.82% | Q1 2026 | Apr 28, 2026 |
| Colonial Trust Advisors | History | No change | 497 | 41 | 0.0% | 0.0% | 1277 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 500 | 41 | 0.03% | 0.03% | 1279 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 470 | 39 | 0.0% | 0.0% | 1280 | -742 | -61.22% | Q1 2026 | May 01, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 469 | 38 | 0.0% | 0.0% | 1281 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 455 | 37 | 0.03% | — | 1284 | +455 | New | Q1 2026 | Apr 16, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 454 | 37 | 0.0% | — | 1283 | +454 | New | Q1 2026 | Apr 29, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 450 | 37 | 0.0% | 0.0% | 1282 | +103 | 29.68% | Q1 2026 | May 14, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 440 | 36 | 0.01% | 0.0% | 1286 | +367 | 502.74% | Q1 2026 | Apr 14, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 447 | 36 | 0.0% | 0.0% | 1285 | -98 | -17.98% | Q1 2026 | Apr 07, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 423 | 35 | 0.01% | 0.01% | 1288 | +197 | 87.17% | Q1 2026 | May 07, 2026 |
| ALLIANZ SE | History | No change | 430 | 35 | 0.0% | 0.0% | 1287 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BAYBAN | History | No change | 429 | 35 | 0.03% | 0.03% | 1289 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| United Financial Planning Group LLC | History | Reduced | 410 | 33 | 0.02% | 0.02% | 1290 | -54 | -11.64% | Q1 2026 | May 08, 2026 |
| Anchor Investment Management, LLC | History | Added to | 392 | 32 | 0.0% | 0.0% | 1291 | +25 | 6.81% | Q1 2026 | May 01, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 392 | 32 | 0.01% | 0.01% | 1292 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| High Note Wealth, LLC | History | New | 372 | 30 | 0.01% | — | 1294 | +372 | New | Q1 2026 | May 11, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 363 | 30 | 0.01% | 0.01% | 1293 | +2 | 0.55% | Q1 2026 | Apr 17, 2026 |
| HHM Wealth Advisors, LLC | History | New | 355 | 29 | 0.0% | — | 1297 | +355 | New | Q1 2026 | Apr 17, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 358 | 29 | 0.0% | 0.0% | 1295 | -96 | -21.15% | Q1 2026 | Apr 23, 2026 |
| Monetary Solutions, Ltd | History | No change | 360 | 29 | 0.03% | 0.03% | 1296 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 341 | 28 | 0.01% | 0.01% | 1299 | +120 | 54.3% | Q1 2026 | May 12, 2026 |
| Sachetta, LLC | History | Reduced | 350 | 28 | 0.02% | 0.02% | 1298 | -50 | -12.5% | Q1 2026 | May 01, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 330 | 27 | 0.01% | — | 1301 | +330 | New | Q1 2026 | Apr 28, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 324 | 27 | 0.0% | 0.0% | 1300 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 316 | 26 | 0.02% | — | 1302 | +316 | New | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 297 | 24 | 0.0% | 0.01% | 1303 | -829 | -73.62% | Q1 2026 | Apr 28, 2026 |
| Colonial Trust Co / SC | History | Reduced | 300 | 24 | 0.0% | 0.0% | 1304 | -127 | -29.74% | Q1 2026 | May 12, 2026 |
| Register Financial Advisors LLC | History | Added to | 291 | 24 | 0.01% | 0.01% | 1305 | +77 | 35.98% | Q1 2026 | Apr 15, 2026 |
| FIRST COMMUNITY TRUST NA | History | New | 283 | 23 | 0.02% | — | 1307 | +283 | New | Q1 2026 | Apr 16, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 278 | 23 | 0.01% | — | 1306 | +278 | New | Q1 2026 | Apr 17, 2026 |
| Piscataqua Savings Bank | History | No change | 269 | 22 | 0.02% | 0.02% | 1308 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 260 | 21 | 0.01% | 0.01% | 1309 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NVWM, LLC | History | Reduced | 252 | 20 | 0.0% | 0.01% | 1310 | -60 | -19.23% | Q1 2026 | Apr 27, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 246 | 20 | 0.01% | 0.01% | 1311 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 239 | 19 | 0.02% | 0.01% | 1312 | -44 | -15.55% | Q1 2026 | May 11, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 226 | 18 | 0.0% | — | 1316 | +226 | New | Q1 2026 | May 11, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 225 | 18 | 0.0% | 0.0% | 1313 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Costello Asset Management, INC | History | No change | 224 | 18 | 0.01% | 0.01% | 1314 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 226 | 18 | 0.0% | 0.0% | 1315 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Dunhill Financial, LLC | History | Added to | 209 | 17 | 0.0% | 0.0% | 1318 | +132 | 171.43% | Q1 2026 | May 06, 2026 |
| HM PAYSON & CO | History | No change | 206 | 17 | 0.0% | 0.0% | 1317 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| RAELIPSKIE PARTNERSHIP | History | No change | 215 | 17 | 0.01% | 0.01% | 1319 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FIDUCIARY ADVISORS, INC. | History | No change | 214 | 17 | 0.01% | 0.01% | 1320 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 200 | 16 | 0.0% | 0.02% | 1324 | -1,354 | -87.13% | Q1 2026 | May 06, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 201 | 16 | 0.01% | 0.01% | 1322 | +2 | 1.01% | Q1 2026 | May 04, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 196 | 16 | 0.01% | 0.01% | 1321 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| EPG Wealth Management LLC | History | No change | 194 | 16 | 0.0% | 0.0% | 1323 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Nova Wealth Management, Inc. | History | New | 175 | 14 | 0.01% | — | 1329 | +175 | New | Q1 2026 | Apr 14, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Added to | 175 | 14 | 0.01% | 0.01% | 1328 | +8 | 4.79% | Q1 2026 | May 14, 2026 |
| STEPH & CO | History | No change | 177 | 14 | 0.0% | 0.0% | 1325 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 174 | 14 | 0.0% | 0.0% | 1326 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 180 | 14 | 0.01% | 0.01% | 1327 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hoese & Co LLP | History | No change | 158 | 13 | 0.01% | 0.01% | 1330 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 155 | 12 | 0.0% | 0.0% | 1331 | +1 | 0.65% | Q1 2026 | May 15, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 153 | 12 | 0.01% | 0.01% | 1332 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 142 | 11 | 0.0% | 0.01% | 1333 | -805 | -85.01% | Q1 2026 | Apr 23, 2026 |
| GAMMA Investing LLC | History | Added to | 133 | 11 | 0.0% | 0.0% | 1335 | +59 | 79.73% | Q1 2026 | Apr 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 136 | 11 | 0.0% | 0.0% | 1334 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 138 | 11 | 0.01% | 0.01% | 1336 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 121 | 10 | 0.01% | — | 1344 | +121 | New | Q1 2026 | May 12, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 122 | 10 | 0.0% | 0.0% | 1337 | +64 | 110.34% | Q1 2026 | Apr 27, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 132 | 10 | 0.0% | 0.0% | 1343 | +45 | 51.72% | Q1 2026 | May 08, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 132 | 10 | 0.0% | 0.0% | 1338 | -6 | -4.35% | Q1 2026 | May 04, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 127 | 10 | 0.0% | 0.0% | 1339 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Lodestone Wealth Management LLC | History | No change | 130 | 10 | 0.0% | 0.0% | 1340 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 125 | 10 | 0.01% | 0.01% | 1341 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 123 | 10 | 0.0% | 0.0% | 1342 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 120 | 9 | 0.01% | 0.01% | 1345 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| New Millennium Group LLC | History | No change | 108 | 9 | 0.0% | 0.0% | 1346 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aventura Private Wealth, LLC | History | No change | 115 | 9 | 0.0% | 0.0% | 1347 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 100 | 8 | 0.01% | 0.01% | 1354 | -110 | -52.38% | Q1 2026 | May 11, 2026 |
| Darwin Wealth Management, LLC | History | New | 107 | 8 | 0.0% | — | 1349 | +107 | New | Q1 2026 | May 01, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 104 | 8 | 0.0% | — | 1355 | +104 | New | Q1 2026 | Apr 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 106 | 8 | 0.0% | 0.0% | 1353 | +29 | 37.66% | Q1 2026 | May 07, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 106 | 8 | 0.0% | 0.0% | 1351 | +1 | 0.95% | Q1 2026 | May 01, 2026 |
| Roble, Belko & Company, Inc | History | No change | 100 | 8 | 0.0% | 0.0% | 1348 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 100 | 8 | 0.01% | 0.01% | 1350 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 107 | 8 | 0.0% | 0.0% | 1352 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CURIO WEALTH, LLC | History | Added to | 92 | 7 | 0.0% | 0.0% | 1357 | +31 | 50.82% | Q1 2026 | May 11, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 95 | 7 | 0.0% | 0.0% | 1356 | -15 | -13.64% | Q1 2026 | May 07, 2026 |
| Truvestments Capital LLC | History | New | 80 | 6 | 0.0% | — | 1360 | +80 | New | Q1 2026 | May 13, 2026 |
| KERR FINANCIAL PLANNING Corp | History | New | 73 | 6 | 0.0% | — | 1361 | +73 | New | Q1 2026 | Jul 01, 2026 |
| Westend Capital Management, LLC | History | No change | 81 | 6 | 0.0% | 0.0% | 1358 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SIMA Wealth Partners, LLC | History | No change | 75 | 6 | 0.0% | 0.0% | 1359 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | New | 71 | 5 | 0.01% | — | 1362 | +71 | New | Q1 2026 | May 01, 2026 |
| SYM FINANCIAL Corp | History | New | 52 | 4 | 0.0% | — | 1366 | +52 | New | Q1 2026 | May 08, 2026 |
| Riverview Trust Co | History | New | 49 | 4 | 0.0% | — | 1367 | +49 | New | Q1 2026 | May 01, 2026 |
| Key Capital Management, INC | History | Added to | 56 | 4 | 0.0% | 0.0% | 1364 | +27 | 93.1% | Q1 2026 | May 07, 2026 |
| Red Tortoise LLC | History | No change | 56 | 4 | 0.0% | 0.0% | 1363 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Purpose Unlimited Inc. | History | No change | 60 | 4 | 0.0% | 0.0% | 1365 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 38 | 3 | 0.0% | 0.0% | 1373 | -63 | -62.38% | Q1 2026 | May 13, 2026 |
| PlanVest Financial, Inc | History | New | 46 | 3 | 0.0% | — | 1377 | +46 | New | Q1 2026 | May 14, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 43 | 3 | 0.0% | — | 1375 | +43 | New | Q1 2026 | May 13, 2026 |
| Walsh & Associates, LLC | History | New | 43 | 3 | 0.0% | — | 1376 | +43 | New | Q1 2026 | May 15, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 43 | 3 | 0.0% | 0.0% | 1370 | +13 | 43.33% | Q1 2026 | May 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 42 | 3 | 0.0% | 0.0% | 1368 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 36 | 3 | 0.0% | 0.0% | 1369 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Millstone Evans Group, LLC | History | No change | 48 | 3 | 0.0% | 0.0% | 1371 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Pandora Wealth, Inc. | History | No change | 40 | 3 | 0.0% | 0.0% | 1372 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 38 | 3 | 0.0% | 0.0% | 1374 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Eukles Asset Management | History | Reduced | 28 | 2 | 0.0% | 0.04% | 1380 | -1,075 | -97.46% | Q1 2026 | May 05, 2026 |
| Bangor Savings Bank | History | Reduced | 32 | 2 | 0.0% | 0.0% | 1379 | -63 | -66.32% | Q1 2026 | Apr 01, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 36 | 2 | 0.0% | 0.0% | 1378 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 1381 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Networth Advisors, LLC | History | No change | 36 | 2 | 0.0% | 0.0% | 1382 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| New Republic Capital, LLC | History | Reduced | 23 | 1 | 0.0% | 0.19% | 1384 | -8,444 | -99.73% | Q1 2026 | May 01, 2026 |
| Destiny Wealth Partners, LLC | History | New | 24 | 1 | 0.0% | — | 1387 | +24 | New | Q1 2026 | May 11, 2026 |
| GS Investments, Inc. | History | New | 22 | 1 | 0.0% | — | 1386 | +22 | New | Q1 2026 | May 06, 2026 |
| NFSG Corp | History | No change | 14 | 1 | 0.0% | 0.0% | 1383 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 1385 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -1,008,300 | -100.0% | Q1 2026 | May 15, 2026 |
| Nearwater Capital Markets, Ltd | History | Closed out | 0 | 0 | — | 1.12% | — | -782,100 | -100.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -370,017 | -100.0% | Q1 2026 | May 15, 2026 |
| AOZORA BANK, LTD. | History | Closed out | 0 | 0 | — | 79.7% | — | -310,000 | -100.0% | Q1 2026 | May 13, 2026 |
| NorthCoast Asset Management LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -243,359 | -100.0% | Q1 2026 | May 13, 2026 |
| Marks Wealth, LLC | History | Closed out | 0 | 0 | — | 5.57% | — | -198,775 | -100.0% | Q1 2026 | May 01, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -150,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 2.47% | — | -103,216 | -100.0% | Q1 2026 | May 01, 2026 |
| COUNTRY TRUST BANK | History | Closed out | 0 | 0 | — | 0.13% | — | -86,500 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Crabel Capital Management, LLC | History | Closed out | 0 | 0 | — | 4.81% | — | -75,896 | -100.0% | Q1 2026 | May 14, 2026 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -72,800 | -100.0% | Q1 2026 | Apr 16, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -48,191 | -100.0% | Q1 2026 | May 12, 2026 |
| SYKON CAPITAL LLC | History | Closed out | 0 | 0 | — | 1.15% | — | -42,711 | -100.0% | Q1 2026 | Apr 22, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.99% | — | -40,360 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -31,092 | -100.0% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,192 | -100.0% | Q1 2026 | May 15, 2026 |
| GUIDANCE CAPITAL, INC | History | Closed out | 0 | 0 | — | 0.4% | — | -19,575 | -100.0% | Q1 2026 | May 08, 2026 |
| Retirement Management Systems Inc. | History | Closed out | 0 | 0 | — | 0.42% | — | -19,548 | -100.0% | Q1 2026 | Apr 14, 2026 |
| M Holdings Securities, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -19,386 | -100.0% | Q1 2026 | May 12, 2026 |
| AXS Investments LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -18,659 | -100.0% | Q1 2026 | May 06, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -13,953 | -100.0% | Q1 2026 | May 15, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.76% | — | -13,695 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -12,118 | -100.0% | Q1 2026 | May 15, 2026 |
| COMMONS CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.65% | — | -11,606 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -9,588 | -100.0% | Q1 2026 | May 15, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -9,536 | -100.0% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,519 | -100.0% | Q1 2026 | May 15, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -8,302 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Oxford Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -5,744 | -100.0% | Q1 2026 | May 11, 2026 |
| Point Nemo Capital, LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -5,262 | -100.0% | Q1 2026 | May 15, 2026 |
| August Group Capital Ltd | History | Closed out | 0 | 0 | — | 0.46% | — | -4,900 | -100.0% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 10 | 0 | — | 0.0% | — | -4,779 | -99.79% | Q1 2026 | May 14, 2026 |
| Legacy Capital Group California, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -4,113 | -100.0% | Q1 2026 | May 04, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -4,102 | -100.0% | Q1 2026 | May 04, 2026 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,037 | -100.0% | Q1 2026 | May 13, 2026 |
| PEOPLES BANK /OH | History | Closed out | 0 | 0 | — | 0.21% | — | -3,992 | -100.0% | Q1 2026 | Apr 24, 2026 |
| M&T BANK CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,765 | -100.0% | Q1 2026 | May 12, 2026 |
| Financially in Tune, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -3,753 | -100.0% | Q1 2026 | Apr 22, 2026 |
| OMNI 360 Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -3,658 | -100.0% | Q1 2026 | Apr 10, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -3,604 | -100.0% | Q1 2026 | May 04, 2026 |
| FinDec Wealth Services, Inc. | History | Closed out | 0 | 0 | — | 0.32% | — | -3,584 | -100.0% | Q1 2026 | May 05, 2026 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,579 | -100.0% | Q1 2026 | May 12, 2026 |
| Third View Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,459 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Collaborative Wealth Managment Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -3,450 | -100.0% | Q1 2026 | May 05, 2026 |
| Charter Oak Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,355 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Peak Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,211 | -100.0% | Q1 2026 | May 14, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -3,181 | -100.0% | Q1 2026 | May 08, 2026 |
| LifeWealth Investments, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,119 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Worth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,052 | -100.0% | Q1 2026 | Apr 17, 2026 |
| FSC Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -2,969 | -100.0% | Q1 2026 | Apr 20, 2026 |
| J HAGAN CAPITAL, INC. | History | Closed out | 0 | 0 | — | 0.13% | — | -2,913 | -100.0% | Q1 2026 | May 12, 2026 |
| Prosperity Consulting Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,726 | -100.0% | Q1 2026 | May 05, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -2,697 | -100.0% | Q1 2026 | May 14, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,681 | -100.0% | Q1 2026 | May 13, 2026 |
| Van Hulzen Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,664 | -100.0% | Q1 2026 | May 14, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | Closed out | 0 | 0 | — | 0.09% | — | -2,578 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Lifeworks Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,567 | -100.0% | Q1 2026 | May 04, 2026 |
| PCM Encore, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,561 | -100.0% | Q1 2026 | May 12, 2026 |
| Austin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,525 | -100.0% | Q1 2026 | Apr 14, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,522 | -100.0% | Q1 2026 | May 12, 2026 |
| Canvas Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,400 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Granite Harbor Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -2,394 | -100.0% | Q1 2026 | Apr 23, 2026 |
| IFG Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,391 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | 0.08% | — | -1,867 | -100.0% | Q1 2026 | May 14, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -1,253 | -100.0% | Q1 2026 | May 07, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,179 | -100.0% | Q1 2026 | May 15, 2026 |
| NorthAvenue LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,093 | -100.0% | Q1 2026 | Apr 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -732 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -706 | -100.0% | Q1 2026 | May 08, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -650 | -100.0% | Q1 2026 | Apr 24, 2026 |
| DT Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -499 | -100.0% | Q1 2026 | May 14, 2026 |
| Align Financial, LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -414 | -98.81% | Q1 2026 | May 08, 2026 |
| Wellington Grp LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -334 | -100.0% | Q1 2026 | May 22, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -271 | -100.0% | Q1 2026 | Apr 16, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -257 | -100.0% | Q1 2026 | May 04, 2026 |
| HighMark Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -210 | -100.0% | Q1 2026 | May 05, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -203 | -100.0% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -201 | -100.0% | Q1 2026 | May 14, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -160 | -100.0% | Q1 2026 | May 15, 2026 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -156 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -143 | -100.0% | Q1 2026 | May 06, 2026 |
| Your Advocates Ltd., LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -141 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 3 | 0 | — | 0.0% | — | -122 | -97.6% | Q1 2026 | Apr 27, 2026 |
| Mountain Hill Investment Partners Corp. | History | Closed out | 0 | 0 | — | 0.01% | — | -100 | -100.0% | Q1 2026 | May 01, 2026 |
| Mendota Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -97 | -100.0% | Q1 2026 | Apr 16, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -91 | -100.0% | Q1 2026 | May 07, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q1 2026 | May 05, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q1 2026 | Apr 14, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | May 11, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 3 | 0 | — | 0.0% | — | -14 | -82.35% | Q1 2026 | Apr 03, 2026 |
| Provenance Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q1 2026 | Apr 20, 2026 |
| FAS Wealth Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q1 2026 | Jun 09, 2026 |
| Abound Wealth Management | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 10, 2026 |
| American Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Russell Investments Group, Ltd. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |
| Ares Financial Consulting, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |