VANGUARD SCOTTSDALE FUNDS - VCSH
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 | 75,626,302 | 5,994,896 | 0.44% | 0.41% | 1 | +4,376,524 | 6.14% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 20,394,182 | 1,616,646 | 0.1% | 0.09% | 2 | +968,226 | 4.98% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL PLC | History | Reduced | 13,006,934 | 1,031,059 | 6.04% | 8.53% | 3 | -481,646 | -3.57% | Q1 2026 | May 13, 2026 |
| ALLSTATE CORP | History | New | 12,616,300 | 1,000,094 | 10.69% | — | 4 | +12,616,300 | New | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,530,582 | 596,949 | 0.11% | 0.09% | 5 | +1,216,974 | 19.28% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,395,550 | 586,245 | 0.16% | 0.16% | 6 | +479,087 | 6.93% | Q1 2026 | May 04, 2026 |
| NEPC LLC | History | Added to | 6,065,567 | 480,817 | 9.57% | 9.79% | 7 | +302,263 | 5.24% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 5,907,209 | 468,264 | 0.07% | 0.07% | 8 | +543,314 | 10.13% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 5,266,555 | 417,480 | 0.07% | 0.07% | 9 | +180,613 | 3.55% | Q1 2026 | May 15, 2026 |
| BARINGS LLC | History | No change | 5,108,527 | 404,952 | 6.54% | 7.51% | 10 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 4,742,634 | 375,948 | 0.04% | 0.03% | 11 | +1,457,045 | 44.35% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,870,519 | 306,816 | 0.09% | 0.09% | 12 | +77,845 | 2.05% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 3,801,473 | 301,342 | 0.08% | 0.07% | 13 | +389,438 | 11.41% | Q1 2026 | May 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 3,675,562 | 291,361 | 1.63% | 1.53% | 14 | +225,748 | 6.54% | Q1 2026 | Apr 30, 2026 |
| Bank of New York Mellon Corp | History | Added to | 3,325,119 | 263,582 | 0.05% | 0.04% | 15 | +388,937 | 13.25% | Q1 2026 | May 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 3,045,542 | 241,420 | 0.21% | 0.21% | 16 | -172,016 | -5.35% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 2,960,848 | 234,706 | 0.48% | 0.45% | 17 | -12,066 | -0.41% | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | Added to | 2,834,392 | 224,682 | 2.24% | 2.21% | 18 | +143,021 | 5.31% | Q1 2026 | Apr 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,790,868 | 221,904 | 0.05% | 0.05% | 19 | +121,527 | 4.55% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 2,738,923 | 217,114 | 3.75% | 3.45% | 20 | +309,827 | 12.75% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,442,893 | 193,648 | 0.12% | 0.11% | 21 | +199,340 | 8.89% | Q1 2026 | May 07, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 2,195,726 | 173,210 | 1.21% | 1.1% | 22 | +215,775 | 10.9% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 2,171,325 | 172,087 | 0.25% | 0.22% | 23 | +55,616 | 2.63% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 1,790,600 | 141,941 | 0.2% | 0.2% | 24 | +48,207 | 2.77% | Q1 2026 | May 15, 2026 |
| South Dakota Investment Council | History | Added to | 1,785,348 | 141,525 | 2.7% | 2.49% | 25 | +147,000 | 8.97% | Q1 2026 | May 18, 2026 |
| Focus Partners Wealth | History | Added to | 1,744,661 | 138,299 | 0.15% | 0.12% | 26 | +388,928 | 28.69% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,722,881 | 136,572 | 0.18% | 0.18% | 27 | +21,240 | 1.25% | Q1 2026 | Apr 27, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 1,472,895 | 116,756 | 0.2% | — | 28 | +1,472,895 | New | Q1 2026 | May 05, 2026 |
| WestEnd Advisors, LLC | History | Added to | 1,456,549 | 115,461 | 2.79% | 2.63% | 29 | +40,036 | 2.83% | Q1 2026 | Apr 22, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 1,451,149 | 115,032 | 5.47% | 4.3% | 30 | +284,475 | 24.38% | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,390,126 | 110,196 | 0.1% | 0.09% | 31 | +175,012 | 14.4% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 1,384,362 | 109,738 | 0.62% | 0.62% | 32 | +21,938 | 1.61% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,372,055 | 108,447 | 1.02% | 0.91% | 33 | +308,720 | 29.03% | Q1 2026 | Apr 07, 2026 |
| Creative Planning | History | Added to | 1,325,250 | 105,052 | 0.07% | 0.07% | 34 | +97,879 | 7.97% | Q1 2026 | May 12, 2026 |
| Steele Capital Management, Inc. | History | Added to | 1,296,479 | 102,771 | 4.26% | 3.98% | 35 | +133,264 | 11.46% | Q1 2026 | Apr 29, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,294,527 | 102,319 | 0.01% | 0.01% | 36 | -248,017 | -16.08% | Q1 2026 | May 13, 2026 |
| RW Investment Management LLC | History | New | 1,274,824 | 101,055 | 9.78% | — | 37 | +1,274,824 | New | Q1 2026 | Apr 28, 2026 |
| Oakworth Capital, Inc. | History | Added to | 1,260,594 | 99,927 | 5.29% | 5.13% | 38 | +82,658 | 7.02% | Q1 2026 | Apr 24, 2026 |
| BARCLAYS PLC | History | Added to | 1,250,001 | 99,087 | 0.02% | 0.01% | 39 | +616,240 | 97.24% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,203,185 | 95,376 | 0.1% | 0.11% | 40 | -51,958 | -4.14% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 1,121,300 | 88,885 | 0.23% | 0.22% | 41 | +114,267 | 11.35% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,076,143 | 85,305 | 0.03% | 0.03% | 42 | +43,874 | 4.25% | Q1 2026 | May 13, 2026 |
| Busey Bank | History | Added to | 1,067,723 | 84,638 | 2.3% | 2.03% | 43 | +99,701 | 10.3% | Q1 2026 | Apr 28, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Added to | 1,050,454 | 83,269 | 1.68% | 1.65% | 44 | +24,412 | 2.38% | Q1 2026 | May 11, 2026 |
| Hilton Capital Management, LLC | History | Added to | 1,044,395 | 82,789 | 6.25% | 5.96% | 45 | +51,783 | 5.22% | Q1 2026 | May 14, 2026 |
| Stonebridge Capital Advisors LLC | History | Added to | 1,006,697 | 79,800 | 5.59% | 5.25% | 46 | +56,912 | 5.99% | Q1 2026 | May 14, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 986,016 | 78,161 | 7.61% | 6.29% | 47 | +104,874 | 11.9% | Q1 2026 | May 01, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 970,506 | 76,932 | 0.01% | 0.01% | 48 | -10,000 | -1.02% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | Added to | 960,551 | 76,176 | 3.32% | 3.39% | 49 | +97 | 0.01% | Q1 2026 | May 08, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 954,549 | 75,667 | 0.28% | 0.32% | 50 | -172,805 | -15.33% | Q1 2026 | Apr 24, 2026 |
| Baird Financial Group, Inc. | History | Added to | 943,634 | 74,801 | 0.12% | 0.11% | 51 | +93,910 | 11.05% | Q1 2026 | May 14, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 940,481 | 74,551 | 6.7% | 6.52% | 52 | +60,764 | 6.91% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 907,202 | 71,921 | 0.11% | 0.1% | 53 | +84,667 | 10.29% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 894,451 | 70,903 | 0.03% | 0.02% | 54 | +375,917 | 72.5% | Q1 2026 | May 12, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 882,235 | 69,934 | 1.08% | 1.14% | 55 | +11,597 | 1.33% | Q1 2026 | May 11, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 924,881 | 68,780 | 1.64% | 1.49% | 56 | +42,052 | 4.76% | Q1 2026 | May 08, 2026 |
| Lutz Financial Services LLC | History | Added to | 861,445 | 68,286 | 4.59% | 4.44% | 57 | +41,920 | 5.12% | Q1 2026 | May 04, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 860,315 | 68,197 | 0.82% | 0.84% | 58 | -52,838 | -5.79% | Q1 2026 | May 06, 2026 |
| Quantum Financial Planning Services, Inc. | History | Added to | 855,072 | 67,781 | 24.35% | 23.35% | 59 | +46,968 | 5.81% | Q1 2026 | Apr 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 846,634 | 67,112 | 2.76% | 2.67% | 60 | +25,346 | 3.09% | Q1 2026 | Apr 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 843,308 | 66,848 | 0.36% | 0.35% | 61 | +24,753 | 3.02% | Q1 2026 | Apr 15, 2026 |
| Mariner, LLC | History | Added to | 833,855 | 66,099 | 0.08% | 0.07% | 62 | +53,354 | 6.84% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 799,474 | 63,374 | 0.11% | 0.1% | 63 | +68,125 | 9.31% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 777,684 | 61,646 | 0.61% | 0.6% | 64 | +92,626 | 13.52% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 772,801 | 61,259 | 0.09% | 0.08% | 65 | -3,149 | -0.41% | Q1 2026 | Apr 27, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 769,710 | 61,014 | 3.2% | 3.78% | 66 | -93,618 | -10.84% | Q1 2026 | Apr 29, 2026 |
| North Star Investment Management Corp. | History | Added to | 739,077 | 58,586 | 3.55% | 3.32% | 67 | +75,463 | 11.37% | Q1 2026 | Apr 23, 2026 |
| Liquid Strategies, LLC | History | Added to | 729,360 | 57,816 | 12.42% | 10.96% | 68 | +97,708 | 15.47% | Q1 2026 | May 01, 2026 |
| Retirement Systems of Alabama | History | Added to | 705,675 | 55,938 | 0.19% | 0.17% | 69 | +43,850 | 6.63% | Q1 2026 | Apr 24, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 704,350 | 55,594 | 0.71% | 0.74% | 70 | -6,613 | -0.93% | Q1 2026 | May 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 694,996 | 55,092 | 1.14% | 1.08% | 71 | +61,672 | 9.74% | Q1 2026 | Apr 27, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 685,785 | 54,414 | 0.1% | 0.05% | 72 | +232,507 | 51.29% | Q1 2026 | May 14, 2026 |
| Capital Investment Services of America, Inc. | History | Added to | 678,330 | 53,771 | 5.61% | 4.93% | 73 | +23,641 | 3.61% | Q1 2026 | Apr 27, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 644,100 | 51,057 | 0.32% | — | 74 | +644,100 | New | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 642,411 | 50,923 | 0.03% | 0.03% | 75 | +4 | 0.0% | Q1 2026 | May 04, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 632,894 | 50,169 | 0.36% | 0.37% | 76 | +25,678 | 4.23% | Q1 2026 | Apr 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 626,996 | 49,701 | 0.05% | 0.05% | 77 | +18,146 | 2.98% | Q1 2026 | May 05, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 593,452 | 47,042 | 5.83% | 5.07% | 78 | +80,645 | 15.73% | Q1 2026 | Apr 16, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 588,766 | 46,671 | 0.03% | 0.03% | 79 | -74,146 | -11.18% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 585,773 | 46,434 | 0.23% | 0.35% | 80 | -264,252 | -31.09% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 579,894 | 45,968 | 0.58% | 0.57% | 81 | +3,387 | 0.59% | Q1 2026 | Apr 28, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 573,702 | 45,477 | 7.01% | 6.6% | 82 | -20,160 | -3.39% | Q1 2026 | May 06, 2026 |
| BCK Partners, Inc. | History | Added to | 570,255 | 45,204 | 24.41% | 23.87% | 83 | +16,239 | 2.93% | Q1 2026 | Apr 27, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 559,719 | 44,369 | 2.76% | 0.42% | 84 | +499,149 | 824.09% | Q1 2026 | May 08, 2026 |
| Beacon Capital Management, Inc. | History | New | 555,117 | 44,004 | 2.47% | — | 85 | +555,117 | New | Q1 2026 | May 08, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 548,106 | 43,448 | 0.01% | 0.01% | 86 | +37,952 | 7.44% | Q1 2026 | May 13, 2026 |
| Eaton-Cambridge Inc. | History | Reduced | 547,927 | 43,434 | 13.59% | 16.18% | 87 | -70,607 | -11.42% | Q1 2026 | May 06, 2026 |
| Marks Wealth, LLC | History | Added to | 547,376 | 43,390 | 11.42% | 10.97% | 88 | +136,194 | 33.12% | Q1 2026 | May 01, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Added to | 544,670 | 43,175 | 9.71% | 9.44% | 89 | +17,758 | 3.37% | Q1 2026 | Apr 15, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Reduced | 519,925 | 41,214 | 8.89% | 8.97% | 90 | -94,152 | -15.33% | Q1 2026 | Apr 30, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 512,721 | 40,638 | 0.32% | 0.28% | 91 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 507,562 | 40,234 | 2.57% | 2.49% | 92 | +14,875 | 3.02% | Q1 2026 | Apr 14, 2026 |
| Allen Investment Management, LLC | History | Reduced | 480,878 | 38,119 | 0.47% | 0.44% | 93 | -13,158 | -2.66% | Q1 2026 | May 07, 2026 |
| FIDELIS iM, LLC | History | Reduced | 478,658 | 37,943 | 14.36% | 14.91% | 94 | -3,059 | -0.64% | Q1 2026 | Apr 29, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 477,022 | 37,813 | 0.3% | 0.3% | 95 | +11,239 | 2.41% | Q1 2026 | May 01, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 463,552 | 36,745 | 0.29% | 0.26% | 96 | +7,125 | 1.56% | Q1 2026 | May 11, 2026 |
| Efficient Advisors, LLC | History | Added to | 459,757 | 36,444 | 2.59% | 2.07% | 97 | +14,763 | 3.32% | Q1 2026 | Apr 29, 2026 |
| American Money Management, LLC | History | Added to | 449,553 | 35,636 | 5.64% | 5.5% | 98 | +10,701 | 2.44% | Q1 2026 | May 11, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 449,262 | 35,612 | 6.56% | 7.13% | 99 | +7,519 | 1.7% | Q1 2026 | Apr 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 447,643 | 35,484 | 0.05% | 0.07% | 100 | -155,398 | -25.77% | Q1 2026 | May 15, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 444,194 | 35,211 | 9.71% | 9.39% | 101 | +17,942 | 4.21% | Q1 2026 | Apr 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 443,111 | 35,125 | 0.59% | 0.54% | 102 | +37,330 | 9.2% | Q1 2026 | Apr 21, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 442,058 | 35,041 | 4.51% | 8.64% | 103 | -380,095 | -46.23% | Q1 2026 | Apr 16, 2026 |
| Goodman Financial Corp | History | Added to | 439,942 | 34,874 | 5.99% | 5.97% | 104 | +44,630 | 11.29% | Q1 2026 | May 06, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 432,018 | 34,246 | 4.27% | 4.08% | 105 | +24,246 | 5.95% | Q1 2026 | May 14, 2026 |
| American Financial Advisors, LLC | History | Added to | 431,209 | 34,181 | 4.56% | 4.35% | 106 | +8,520 | 2.02% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 426,460 | 33,805 | 0.09% | 0.1% | 107 | -78,608 | -15.56% | Q1 2026 | May 04, 2026 |
| iA Global Asset Management Inc. | History | Added to | 424,536 | 33,653 | 0.48% | 0.42% | 108 | +14,257 | 3.47% | Q1 2026 | Apr 23, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 421,118 | 33,638 | 0.07% | 0.06% | 109 | +210,559 | 100.0% | Q1 2026 | May 12, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 424,054 | 33,614 | 10.5% | 10.44% | 110 | +10,649 | 2.58% | Q1 2026 | Apr 10, 2026 |
| Allworth Financial LP | History | Added to | 422,846 | 33,519 | 0.14% | 0.14% | 111 | +4,132 | 0.99% | Q1 2026 | May 14, 2026 |
| Rothschild Wealth LLC | History | Added to | 421,814 | 33,437 | 3.02% | 3.08% | 112 | +20,256 | 5.04% | Q1 2026 | May 06, 2026 |
| Neuberger Berman Group LLC | History | Added to | 419,430 | 33,248 | 0.03% | 0.02% | 113 | +26,147 | 6.65% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 415,439 | 32,932 | 0.08% | 0.08% | 114 | +21,367 | 5.42% | Q1 2026 | Apr 30, 2026 |
| Montis Financial, LLC | History | Added to | 415,168 | 32,910 | 6.81% | 6.03% | 115 | +32,504 | 8.49% | Q1 2026 | May 11, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 415,166 | 32,910 | 11.07% | 8.66% | 116 | +4,558 | 1.11% | Q1 2026 | Apr 28, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 412,032 | 32,661 | 1.02% | 1.02% | 117 | +6,964 | 1.72% | Q1 2026 | Apr 27, 2026 |
| Zhang Financial LLC | History | Added to | 410,000 | 32,500 | 1.12% | 1.14% | 118 | +27,392 | 7.16% | Q1 2026 | May 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 415,505 | 31,977 | 0.07% | 0.05% | 119 | -77,893 | -15.79% | Q1 2026 | Apr 08, 2026 |
| Wolff Financial Management LLC | History | Added to | 400,080 | 31,714 | 7.01% | 6.91% | 120 | +14,657 | 3.8% | Q1 2026 | Apr 15, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 398,835 | 31,615 | 12.11% | 12.09% | 121 | +9,045 | 2.32% | Q1 2026 | May 05, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 397,355 | 31,498 | 18.0% | 20.44% | 122 | -147,307 | -27.05% | Q1 2026 | Apr 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 386,801 | 30,661 | 0.01% | 0.08% | 123 | +34,005 | 9.64% | Q1 2026 | May 04, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 383,662 | 30,412 | 4.22% | 4.07% | 124 | +17,742 | 4.85% | Q1 2026 | May 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 381,759 | 30,262 | 1.95% | 1.76% | 125 | +26,772 | 7.54% | Q1 2026 | Apr 27, 2026 |
| Apella Capital, LLC | History | Reduced | 375,495 | 29,859 | 0.44% | 0.62% | 126 | -18,928 | -4.8% | Q1 2026 | Apr 20, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 376,495 | 29,844 | 0.48% | 0.27% | 127 | +214,276 | 132.09% | Q1 2026 | Apr 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 374,948 | 29,722 | 0.05% | 0.05% | 128 | +44,820 | 13.58% | Q1 2026 | May 14, 2026 |
| HOWE & RUSLING INC | History | Added to | 368,905 | 29,243 | 1.91% | 1.78% | 129 | +30,749 | 9.09% | Q1 2026 | Apr 28, 2026 |
| Howard Capital Management Group, LLC | History | Reduced | 365,205 | 28,949 | 1.92% | 1.86% | 130 | -4,664 | -1.26% | Q1 2026 | Apr 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 348,479 | 27,623 | 0.21% | 0.22% | 131 | +9,595 | 2.83% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Reduced | 342,507 | 27,159 | 0.13% | 0.15% | 132 | -5,151 | -1.48% | Q1 2026 | May 15, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 339,670 | 26,925 | 5.63% | 5.5% | 133 | +12,766 | 3.91% | Q1 2026 | Apr 21, 2026 |
| McCarthy Asset Management, Inc. | History | No change | 335,478 | 26,747 | 13.96% | 13.96% | 134 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bath Savings Trust Co | History | Reduced | 336,624 | 26,684 | 2.85% | 2.69% | 135 | -1,802 | -0.53% | Q1 2026 | Apr 07, 2026 |
| Rodgers & Associates, LTD | History | Added to | 327,775 | 25,982 | 2.65% | 2.43% | 136 | +26,255 | 8.71% | Q1 2026 | May 04, 2026 |
| Hardy Reed LLC | History | Added to | 325,159 | 25,775 | 1.88% | 1.76% | 137 | +15,105 | 4.87% | Q1 2026 | Apr 28, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 324,000 | 25,683 | 0.06% | 0.06% | 138 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Davidson Capital Management Inc. | History | Added to | 323,656 | 25,656 | 4.65% | 0.01% | 139 | +323,058 | 54023.08% | Q1 2026 | Apr 14, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 320,527 | 25,408 | 2.64% | 2.62% | 140 | +11,132 | 3.6% | Q1 2026 | Apr 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 316,533 | 25,091 | 1.53% | 1.55% | 141 | +8,111 | 2.63% | Q1 2026 | Apr 13, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 316,139 | 25,060 | 5.3% | 5.16% | 142 | +13,551 | 4.48% | Q1 2026 | May 12, 2026 |
| Baskin Financial Services Inc. | History | Reduced | 313,536 | 24,854 | 2.04% | 1.89% | 143 | -714 | -0.23% | Q1 2026 | Apr 13, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 312,859 | 24,800 | 2.17% | 2.1% | 144 | +10,738 | 3.55% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 310,850 | 24,641 | 0.3% | 0.31% | 145 | -251 | -0.08% | Q1 2026 | Apr 20, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 309,853 | 24,562 | 0.13% | 0.16% | 146 | +28,231 | 10.02% | Q1 2026 | May 15, 2026 |
| PECAUT & CO. | History | New | 309,836 | 24,560 | 7.97% | — | 147 | +309,836 | New | Q1 2026 | May 11, 2026 |
| JBGlobal.com LLC | History | Added to | 307,799 | 24,399 | 24.03% | 29.72% | 148 | +11,676 | 3.94% | Q1 2026 | Apr 07, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 306,891 | 24,327 | 4.21% | 4.36% | 149 | +4,734 | 1.57% | Q1 2026 | Apr 08, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 297,165 | 23,624 | 7.1% | 6.71% | 150 | +36,505 | 14.0% | Q1 2026 | May 12, 2026 |
| Beacon Financial Strategies CORP | History | Added to | 297,741 | 23,601 | 13.4% | 12.84% | 151 | +9,229 | 3.2% | Q1 2026 | Apr 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 292,300 | 23,305 | 0.04% | 0.04% | 152 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 292,039 | 23,149 | 0.03% | — | 153 | +292,039 | New | Q1 2026 | May 12, 2026 |
| Greenspring Advisors, LLC | History | Added to | 290,328 | 23,014 | 1.4% | 1.26% | 154 | +33,437 | 13.02% | Q1 2026 | May 04, 2026 |
| WBH ADVISORY INC | History | Added to | 290,503 | 22,961 | 1.72% | 1.61% | 155 | +16,983 | 6.21% | Q1 2026 | Apr 27, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 288,775 | 22,891 | 3.61% | 3.51% | 156 | +6,027 | 2.13% | Q1 2026 | Apr 13, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | Added to | 288,155 | 22,842 | 6.44% | 6.1% | 157 | +5,916 | 2.1% | Q1 2026 | Apr 15, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 286,951 | 22,746 | 4.48% | 4.32% | 158 | +19,386 | 7.25% | Q1 2026 | May 12, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 286,873 | 22,740 | 1.46% | 1.37% | 159 | +15,046 | 5.54% | Q1 2026 | May 14, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 286,402 | 22,703 | 5.1% | 5.12% | 160 | +17,793 | 6.62% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Added to | 286,180 | 22,685 | 0.27% | 0.18% | 161 | +108,060 | 60.67% | Q1 2026 | May 01, 2026 |
| Firestone Capital Management | History | Added to | 282,602 | 22,401 | 4.66% | 4.29% | 162 | +28,676 | 11.29% | Q1 2026 | May 08, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 280,664 | 22,377 | 7.57% | 7.57% | 163 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Unison Advisors LLC | History | Added to | 282,167 | 22,367 | 1.7% | 1.8% | 164 | +24,248 | 9.4% | Q1 2026 | Apr 28, 2026 |
| DAGCO, INC. | History | Added to | 275,973 | 21,876 | 4.74% | 2.31% | 165 | +150,564 | 120.06% | Q1 2026 | Apr 20, 2026 |
| KWMG, LLC | History | Added to | 274,786 | 21,782 | 1.82% | 1.8% | 166 | +12,532 | 4.78% | Q1 2026 | Apr 09, 2026 |
| ALERUS FINANCIAL NA | History | Added to | 272,285 | 21,584 | 1.07% | 0.99% | 167 | +18,777 | 7.41% | Q1 2026 | May 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 272,160 | 21,574 | 0.6% | 0.53% | 168 | +33,400 | 13.99% | Q1 2026 | Apr 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 269,329 | 21,308 | 0.04% | 0.04% | 169 | -16,805 | -5.87% | Q1 2026 | May 01, 2026 |
| Longview Financial Advisors LLC | History | Reduced | 268,589 | 21,291 | 11.57% | 12.52% | 170 | -16,175 | -5.68% | Q1 2026 | Apr 20, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 267,260 | 21,185 | 6.33% | 6.21% | 171 | +7,670 | 2.95% | Q1 2026 | May 05, 2026 |
| Tandem Wealth Advisors LLC | History | Added to | 266,100 | 21,093 | 9.4% | 6.55% | 172 | +82,717 | 45.11% | Q1 2026 | May 06, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 264,608 | 20,975 | 0.83% | 0.89% | 173 | -26,341 | -9.05% | Q1 2026 | May 01, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 263,105 | 20,856 | 0.31% | 0.27% | 174 | +42,222 | 19.12% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 262,280 | 20,790 | 0.04% | 0.0% | 175 | +256,690 | 4591.95% | Q1 2026 | May 01, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 260,813 | 20,674 | 1.55% | 1.0% | 176 | +107,324 | 69.92% | Q1 2026 | May 13, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 257,157 | 20,384 | 3.54% | 3.48% | 177 | +10,820 | 4.39% | Q1 2026 | May 05, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 254,465 | 20,171 | 8.9% | 8.68% | 178 | +11,243 | 4.62% | Q1 2026 | Apr 06, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Reduced | 251,044 | 19,900 | 7.72% | 8.07% | 179 | -7,272 | -2.82% | Q1 2026 | Apr 08, 2026 |
| Centiva Capital, LP | History | New | 250,000 | 19,817 | 0.15% | — | 180 | +250,000 | New | Q1 2026 | May 14, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 248,956 | 19,734 | 2.61% | 2.63% | 181 | +19,593 | 8.54% | Q1 2026 | May 11, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 246,693 | 19,555 | 0.67% | 0.68% | 182 | -7,648 | -3.01% | Q1 2026 | May 07, 2026 |
| AA Financial Advisors, LLC | History | Added to | 246,616 | 19,549 | 2.75% | 1.75% | 183 | +127,720 | 107.42% | Q1 2026 | Apr 20, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 243,719 | 19,319 | 1.24% | 1.14% | 184 | +24,676 | 11.27% | Q1 2026 | Apr 16, 2026 |
| Matrix Trust Co | History | Reduced | 243,304 | 19,287 | 3.2% | 3.26% | 185 | -4,533 | -1.83% | Q1 2026 | Apr 09, 2026 |
| OneAscent Financial Services LLC | History | Added to | 241,067 | 19,109 | 1.04% | 0.72% | 186 | +143,161 | 146.22% | Q1 2026 | Apr 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 235,621 | 18,677 | 0.57% | 0.7% | 187 | -3,214 | -1.35% | Q1 2026 | May 15, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 235,450 | 18,664 | 1.12% | 1.05% | 188 | +19,584 | 9.07% | Q1 2026 | May 13, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 234,551 | 18,592 | 4.36% | 4.53% | 189 | -11,348 | -4.61% | Q1 2026 | May 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 234,131 | 18,559 | 0.51% | 0.47% | 190 | +5,253 | 2.3% | Q1 2026 | Apr 13, 2026 |
| Stone Summit Wealth LLC | History | Added to | 231,429 | 18,345 | 5.11% | 4.49% | 191 | +23,609 | 11.36% | Q1 2026 | Apr 22, 2026 |
| Essex LLC | History | Reduced | 231,153 | 18,323 | 3.23% | 3.28% | 192 | -1,048 | -0.45% | Q1 2026 | Apr 24, 2026 |
| Mason & Associates Inc | History | Added to | 229,931 | 18,173 | 3.52% | 3.35% | 193 | +6,505 | 2.91% | Q1 2026 | Apr 30, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 228,242 | 18,092 | 0.01% | 0.01% | 194 | -26,233 | -10.31% | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 226,086 | 18,025 | 0.07% | 0.07% | 195 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 226,444 | 17,950 | 0.57% | 0.57% | 196 | +5,287 | 2.39% | Q1 2026 | Apr 08, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | No change | 226,264 | 17,935 | 7.78% | 8.07% | 197 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hassell Wealth Management, LLC | History | Added to | 226,101 | 17,923 | 6.01% | 5.88% | 198 | +5,527 | 2.51% | Q1 2026 | Apr 30, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 225,318 | 17,860 | 6.3% | 5.92% | 199 | +20,533 | 10.03% | Q1 2026 | Apr 21, 2026 |
| SouthState Bank Corp | History | Added to | 225,236 | 17,854 | 0.83% | 0.46% | 200 | +96,100 | 74.42% | Q1 2026 | May 05, 2026 |
| Whelan Financial | History | Added to | 222,941 | 17,672 | 5.49% | 5.44% | 201 | +4,403 | 2.01% | Q1 2026 | Apr 24, 2026 |
| Wealth Management Nebraska | History | Reduced | 221,955 | 17,594 | 1.78% | 2.03% | 202 | -1,146 | -0.51% | Q1 2026 | May 15, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 216,101 | 17,130 | 0.73% | 0.6% | 203 | +32,123 | 17.46% | Q1 2026 | Apr 29, 2026 |
| Prospera Financial Services Inc | History | Added to | 215,895 | 17,114 | 0.28% | 0.13% | 204 | +113,947 | 111.77% | Q1 2026 | Apr 14, 2026 |
| TL Private Wealth | History | Added to | 214,503 | 16,988 | 6.7% | 6.53% | 205 | +1,841 | 0.87% | Q1 2026 | Apr 13, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 210,476 | 16,684 | 1.01% | 0.97% | 206 | +2,700 | 1.3% | Q1 2026 | May 01, 2026 |
| Savant Capital, LLC | History | Added to | 209,981 | 16,645 | 0.08% | 0.07% | 207 | +52,772 | 33.57% | Q1 2026 | May 04, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 208,934 | 16,562 | 3.17% | 3.22% | 208 | -1,982 | -0.94% | Q1 2026 | Apr 15, 2026 |
| E&R Wealth Management, LLC | History | Added to | 208,372 | 16,517 | 16.45% | 16.71% | 209 | +7,603 | 3.79% | Q1 2026 | May 14, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 206,502 | 16,369 | 3.16% | 2.74% | 210 | +38,371 | 22.82% | Q1 2026 | Apr 21, 2026 |
| Forbes Financial Planning, Inc. | History | Added to | 204,881 | 16,240 | 9.38% | 9.07% | 211 | +10,343 | 5.32% | Q1 2026 | Apr 17, 2026 |
| Vise Technologies, Inc. | History | No change | 198,730 | 15,844 | 0.31% | 0.31% | 212 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Horizon Investment Services, LLC | History | Reduced | 199,279 | 15,796 | 5.49% | 5.8% | 213 | -2,819 | -1.39% | Q1 2026 | May 15, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 198,680 | 15,749 | 3.13% | 3.55% | 214 | -31,955 | -13.86% | Q1 2026 | May 12, 2026 |
| Asio Capital, LLC | History | Added to | 196,555 | 15,580 | 2.19% | 2.18% | 215 | +2,922 | 1.51% | Q1 2026 | Apr 15, 2026 |
| Lighthouse Financial LLC | History | Added to | 194,884 | 15,448 | 9.31% | 9.16% | 216 | +19,007 | 10.81% | Q1 2026 | May 13, 2026 |
| Compass Advisory Group LLC | History | Added to | 193,599 | 15,346 | 4.11% | 3.71% | 217 | +21,550 | 12.53% | Q1 2026 | Apr 21, 2026 |
| Private Advisor Group, LLC | History | Added to | 193,438 | 15,333 | 0.07% | 0.07% | 218 | +751 | 0.39% | Q1 2026 | Apr 24, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 192,025 | 15,221 | 0.43% | 0.4% | 219 | +10,516 | 5.79% | Q1 2026 | May 14, 2026 |
| Asset Management Group, Inc. | History | Added to | 191,810 | 15,204 | 2.46% | 2.47% | 220 | +275 | 0.14% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 188,305 | 14,926 | 0.01% | 0.01% | 221 | -3,757 | -1.96% | Q1 2026 | May 08, 2026 |
| RFG Advisory, LLC | History | Added to | 187,802 | 14,887 | 0.27% | 0.28% | 222 | +3,073 | 1.66% | Q1 2026 | Apr 17, 2026 |
| Twele Capital Management, Inc. | History | Added to | 186,907 | 14,816 | 2.64% | 2.6% | 223 | +4,642 | 2.55% | Q1 2026 | Apr 07, 2026 |
| Factor Wealth Management LTD | History | Added to | 185,081 | 14,671 | 2.76% | 2.68% | 224 | +29,284 | 18.8% | Q1 2026 | Apr 20, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 183,249 | 14,610 | 0.0% | 0.0% | 225 | +3,603 | 2.01% | Q1 2026 | May 15, 2026 |
| Level Financial Advisors | History | Added to | 184,249 | 14,605 | 3.73% | 3.78% | 226 | +4,764 | 2.65% | Q1 2026 | Apr 10, 2026 |
| Stordahl Capital Management, Inc. | History | Added to | 182,830 | 14,492 | 2.98% | 2.93% | 227 | +4,426 | 2.48% | Q1 2026 | Apr 15, 2026 |
| Cordant, Inc. | History | Added to | 182,600 | 14,474 | 5.88% | 5.96% | 228 | +4,456 | 2.5% | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 182,407 | 14,459 | 0.22% | 0.11% | 229 | +112,502 | 160.94% | Q1 2026 | May 15, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 182,355 | 14,455 | 8.66% | 8.79% | 230 | +6,943 | 3.96% | Q1 2026 | Apr 27, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 182,297 | 14,450 | 0.53% | 0.04% | 231 | +179,217 | 5818.73% | Q1 2026 | May 14, 2026 |
| International City Management Association Retirement Corp | History | No change | 181,600 | 14,395 | 7.37% | 7.35% | 232 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 178,381 | 14,222 | 1.58% | 1.58% | 233 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 179,032 | 14,191 | 0.14% | 0.15% | 234 | -13,601 | -7.06% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 178,643 | 14,161 | 0.05% | 0.05% | 235 | +28,003 | 18.59% | Q1 2026 | Apr 30, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 178,161 | 14,122 | 0.24% | 0.23% | 236 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 177,992 | 14,109 | 0.04% | 0.02% | 237 | +87,317 | 96.3% | Q1 2026 | May 08, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 176,638 | 14,002 | 0.76% | 0.73% | 238 | -1,098 | -0.62% | Q1 2026 | May 15, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 176,181 | 13,965 | 3.62% | 3.53% | 239 | +4,259 | 2.48% | Q1 2026 | Apr 15, 2026 |
| Hobart Private Capital, LLC | History | Added to | 175,282 | 13,894 | 2.73% | 1.26% | 240 | +94,397 | 116.71% | Q1 2026 | Apr 07, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 173,413 | 13,746 | 3.87% | 3.85% | 241 | +4,360 | 2.58% | Q1 2026 | May 01, 2026 |
| VAN STRUM & TOWNE INC. | History | Added to | 172,649 | 13,685 | 4.0% | 3.24% | 242 | +27,409 | 18.87% | Q1 2026 | May 07, 2026 |
| Urban Financial Advisory Corp | History | Added to | 171,426 | 13,588 | 4.8% | 5.04% | 243 | +10,595 | 6.59% | Q1 2026 | May 08, 2026 |
| TRB Wealth Management, LLC | History | New | 169,879 | 13,466 | 1.91% | — | 244 | +169,879 | New | Q1 2026 | May 14, 2026 |
| Grove Bank & Trust | History | Added to | 169,347 | 13,424 | 1.52% | 1.44% | 245 | +9,076 | 5.66% | Q1 2026 | Apr 08, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | Reduced | 168,364 | 13,346 | 1.57% | 0.92% | 246 | -14,189 | -7.77% | Q1 2026 | May 13, 2026 |
| Union Bancaire Privee, UBP SA | History | Reduced | 168,188 | 13,293 | 0.18% | 0.17% | 247 | -10,831 | -6.05% | Q1 2026 | Apr 22, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 166,330 | 13,184 | 0.9% | 0.88% | 248 | +2,525 | 1.54% | Q1 2026 | May 15, 2026 |
| Twin Cities Retirement Group LLC | History | Added to | 165,418 | 13,112 | 11.99% | 11.92% | 249 | +10,455 | 6.75% | Q1 2026 | Apr 14, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 165,240 | 13,098 | 0.06% | 0.05% | 250 | -304 | -0.18% | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 164,112 | 13,009 | 0.23% | 0.24% | 251 | +2,251 | 1.39% | Q1 2026 | May 07, 2026 |
| TAGStone Capital, Inc. | History | Added to | 159,669 | 12,656 | 4.47% | 4.67% | 252 | +2,457 | 1.56% | Q1 2026 | May 11, 2026 |
| Robinson Value Management, Ltd. | History | Added to | 158,023 | 12,526 | 6.97% | 2.27% | 253 | +105,273 | 199.57% | Q1 2026 | May 05, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 157,576 | 12,491 | 0.66% | 0.65% | 254 | +369 | 0.23% | Q1 2026 | Apr 27, 2026 |
| World Investment Advisors | History | Added to | 157,455 | 12,481 | 0.2% | 0.19% | 255 | +10,497 | 7.14% | Q1 2026 | Apr 27, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 156,968 | 12,442 | 2.68% | 2.59% | 256 | +9,459 | 6.41% | Q1 2026 | May 06, 2026 |
| NorthRock Partners, LLC | History | Added to | 156,828 | 12,431 | 0.2% | 0.2% | 257 | +10,335 | 7.05% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 156,565 | 12,410 | 0.13% | 0.04% | 258 | +115,915 | 285.15% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 156,258 | 12,380 | 0.08% | 0.07% | 259 | +12,372 | 8.6% | Q1 2026 | May 15, 2026 |
| Marion Wealth Management | History | Reduced | 155,180 | 12,301 | 2.73% | 4.21% | 260 | -81,819 | -34.52% | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 154,692 | 12,262 | 0.09% | 0.09% | 261 | +8,008 | 5.46% | Q1 2026 | May 14, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 153,041 | 12,131 | 0.56% | 0.56% | 262 | -476 | -0.31% | Q1 2026 | Apr 29, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 152,082 | 12,055 | 0.81% | 0.76% | 263 | +13,739 | 9.93% | Q1 2026 | May 12, 2026 |
| CAPSTONE CAPITAL LLC | History | Added to | 150,850 | 11,957 | 7.7% | 7.8% | 264 | +366 | 0.24% | Q1 2026 | Apr 23, 2026 |
| NewEdge Wealth, LLC | History | Added to | 149,717 | 11,868 | 0.14% | 0.13% | 265 | +5,145 | 3.56% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 147,751 | 11,712 | 0.01% | 0.02% | 266 | -21,524 | -12.72% | Q1 2026 | May 13, 2026 |
| BCS Wealth Management | History | Reduced | 147,074 | 11,658 | 2.38% | 2.32% | 267 | -140,958 | -48.94% | Q1 2026 | Apr 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 146,618 | 11,622 | 0.1% | 0.12% | 268 | -51,041 | -25.82% | Q1 2026 | May 13, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 146,611 | 11,621 | 2.56% | 2.38% | 269 | +4,133 | 2.9% | Q1 2026 | Apr 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 146,557 | 11,583 | 0.01% | 0.0% | 270 | +122,505 | 509.33% | Q1 2026 | May 14, 2026 |
| Pointe Capital Management LLC | History | Added to | 145,883 | 11,564 | 5.73% | 5.5% | 271 | +6,913 | 4.97% | Q1 2026 | May 15, 2026 |
| Roundview Capital LLC | History | Added to | 145,141 | 11,505 | 0.72% | 0.69% | 272 | +4,676 | 3.33% | Q1 2026 | May 08, 2026 |
| Napier Financial, LLC | History | Reduced | 144,987 | 11,493 | 2.64% | 2.9% | 273 | -696 | -0.48% | Q1 2026 | May 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 144,692 | 11,469 | 0.0% | 0.0% | 274 | +104,734 | 262.11% | Q1 2026 | May 13, 2026 |
| Chesapeake Wealth Management | History | Added to | 143,221 | 11,353 | 3.49% | 3.37% | 275 | +1,368 | 0.96% | Q1 2026 | May 18, 2026 |
| Magnus Financial Group LLC | History | Added to | 143,076 | 11,341 | 0.92% | 0.81% | 276 | +10,219 | 7.69% | Q1 2026 | Apr 10, 2026 |
| Platt Investment Counsel, LLC | History | Added to | 142,898 | 11,327 | 8.72% | 8.13% | 277 | +4,981 | 3.61% | Q1 2026 | Apr 09, 2026 |
| Providence First Trust Co | History | Reduced | 141,069 | 11,182 | 3.93% | 3.99% | 278 | -3,440 | -2.38% | Q1 2026 | May 04, 2026 |
| Asset Advisory Group, Inc. | History | Added to | 140,978 | 11,175 | 5.61% | 4.88% | 279 | +18,365 | 14.98% | Q1 2026 | Apr 16, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 139,420 | 11,051 | 0.06% | 0.06% | 280 | -2,336 | -1.65% | Q1 2026 | May 05, 2026 |
| Finhabits Advisors LLC | History | Added to | 139,163 | 11,031 | 10.18% | 10.26% | 281 | +2,039 | 1.49% | Q1 2026 | May 06, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 138,456 | 10,975 | 2.32% | 2.3% | 282 | +1,616 | 1.18% | Q1 2026 | May 05, 2026 |
| Sage Financial Management Group, Inc. | History | Added to | 138,399 | 10,970 | 3.37% | 3.33% | 283 | +1,796 | 1.31% | Q1 2026 | Apr 21, 2026 |
| Powers Advisory Group, LLC | History | Added to | 137,735 | 10,918 | 3.85% | 3.74% | 284 | +13,113 | 10.52% | Q1 2026 | Apr 21, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 137,317 | 10,885 | 0.91% | 0.86% | 285 | +3,783 | 2.83% | Q1 2026 | May 11, 2026 |
| Investments & Financial Planning, LLC | History | Reduced | 135,922 | 10,774 | 5.87% | 5.83% | 286 | -362 | -0.27% | Q1 2026 | May 11, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 135,838 | 10,767 | 0.15% | 0.15% | 287 | +22,433 | 19.78% | Q1 2026 | Apr 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 135,104 | 10,658 | 0.01% | 0.0% | 288 | +38,179 | 39.39% | Q1 2026 | May 15, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 132,314 | 10,488 | 0.53% | 0.55% | 289 | -2,270 | -1.69% | Q1 2026 | May 04, 2026 |
| Addison Capital Co | History | Added to | 131,123 | 10,394 | 1.85% | 1.71% | 290 | +45,363 | 52.9% | Q1 2026 | Apr 29, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 130,324 | 10,330 | 0.67% | 0.67% | 291 | +2,691 | 2.11% | Q1 2026 | Apr 15, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 129,776 | 10,290 | 2.69% | 2.61% | 292 | +11,648 | 9.86% | Q1 2026 | May 01, 2026 |
| Disciplined Investments, LLC | History | Added to | 127,680 | 10,121 | 3.63% | 3.77% | 293 | +4,584 | 3.72% | Q1 2026 | May 12, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 127,626 | 10,116 | 0.34% | 0.32% | 294 | +17,669 | 16.07% | Q1 2026 | Apr 20, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 127,091 | 10,074 | 3.35% | 3.32% | 295 | +756 | 0.6% | Q1 2026 | May 15, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 125,984 | 9,986 | 2.38% | 2.34% | 296 | +6,287 | 5.25% | Q1 2026 | Apr 22, 2026 |
| Minot DeBlois Advisors LLC | History | Reduced | 125,354 | 9,936 | 9.01% | 9.1% | 297 | -1,773 | -1.39% | Q1 2026 | May 08, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 123,709 | 9,806 | 2.06% | 2.15% | 298 | +5,174 | 4.36% | Q1 2026 | May 12, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 123,636 | 9,800 | 2.37% | 2.31% | 299 | +3,740 | 3.12% | Q1 2026 | May 05, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 122,960 | 9,747 | 0.28% | 0.27% | 300 | +5,497 | 4.68% | Q1 2026 | May 08, 2026 |
| Cresset Asset Management, LLC | History | Added to | 122,189 | 9,685 | 0.04% | 0.02% | 301 | +72,445 | 145.64% | Q1 2026 | May 15, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 121,696 | 9,646 | 1.18% | 0.58% | 302 | +60,941 | 100.31% | Q1 2026 | May 05, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 120,791 | 9,575 | 0.46% | 0.42% | 303 | +12,159 | 11.19% | Q1 2026 | May 04, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 120,640 | 9,563 | 1.71% | 1.73% | 304 | +4,471 | 3.85% | Q1 2026 | May 01, 2026 |
| CVS HEALTH Corp | History | New | 120,000 | 9,512 | 4.48% | — | 305 | +120,000 | New | Q1 2026 | May 07, 2026 |
| IMZ Advisory Inc | History | Added to | 119,518 | 9,474 | 3.58% | 3.36% | 306 | +4,515 | 3.93% | Q1 2026 | Apr 08, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Reduced | 117,213 | 9,291 | 1.68% | 1.8% | 307 | -2,066 | -1.73% | Q1 2026 | Apr 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 116,984 | 9,273 | 0.36% | 0.03% | 308 | +105,436 | 913.02% | Q1 2026 | May 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 116,766 | 9,256 | 0.26% | 0.27% | 309 | -14,209 | -10.85% | Q1 2026 | Apr 28, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 116,375 | 9,225 | 0.38% | 0.39% | 310 | -2,280 | -1.92% | Q1 2026 | May 12, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 115,485 | 9,154 | 2.91% | 2.91% | 311 | -1,383 | -1.18% | Q1 2026 | Apr 27, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 115,279 | 9,138 | 3.22% | 3.33% | 312 | +414 | 0.36% | Q1 2026 | Apr 08, 2026 |
| NBT BANK N A /NY | History | Added to | 113,606 | 9,005 | 0.59% | 0.59% | 313 | +110,205 | 3240.37% | Q1 2026 | Apr 28, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 112,624 | 8,927 | 0.11% | 0.09% | 314 | +31,654 | 39.09% | Q1 2026 | Apr 23, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 111,871 | 8,868 | 0.18% | 0.14% | 315 | +11,218 | 11.15% | Q1 2026 | May 14, 2026 |
| Sharper & Granite LLC | History | Added to | 111,615 | 8,847 | 3.02% | 2.56% | 316 | +20,430 | 22.41% | Q1 2026 | Apr 08, 2026 |
| WASHINGTON TRUST Co | History | Added to | 110,676 | 8,773 | 0.3% | 0.29% | 317 | +502 | 0.46% | Q1 2026 | Apr 06, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 110,505 | 8,759 | 0.95% | 1.0% | 318 | -1,774 | -1.58% | Q1 2026 | Apr 24, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 109,507 | 8,680 | 2.28% | 2.2% | 319 | +2,336 | 2.18% | Q1 2026 | May 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 108,672 | 8,614 | 2.12% | 2.17% | 320 | -1,131 | -1.03% | Q1 2026 | Apr 22, 2026 |
| Certified Advisory Corp | History | Added to | 108,089 | 8,568 | 0.77% | 0.74% | 321 | +6,778 | 6.69% | Q1 2026 | Apr 17, 2026 |
| SpringVest Wealth Management LLC | History | Reduced | 108,093 | 8,568 | 5.85% | 6.04% | 322 | -626 | -0.58% | Q1 2026 | Apr 21, 2026 |
| Telos Capital Management, Inc. | History | Added to | 107,298 | 8,505 | 0.81% | 0.79% | 323 | +1,078 | 1.01% | Q1 2026 | Apr 16, 2026 |
| Sigma Planning Corp | History | Added to | 106,796 | 8,465 | 0.24% | 0.22% | 324 | +6,589 | 6.58% | Q1 2026 | May 04, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 106,655 | 8,454 | 2.4% | 1.23% | 325 | +56,497 | 112.64% | Q1 2026 | Apr 27, 2026 |
| CHOREO, LLC | History | Added to | 106,511 | 8,443 | 0.1% | 0.07% | 326 | +36,459 | 52.05% | Q1 2026 | May 12, 2026 |
| DDD Partners, LLC | History | Added to | 105,611 | 8,371 | 0.58% | 0.45% | 327 | +16,869 | 19.01% | Q1 2026 | Apr 28, 2026 |
| Fort Vancouver Investment Management, LLC | History | Reduced | 105,339 | 8,350 | 4.24% | 4.86% | 328 | -8,656 | -7.59% | Q1 2026 | May 15, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 104,999 | 8,323 | 0.48% | 0.45% | 329 | +10,676 | 11.32% | Q1 2026 | Apr 30, 2026 |
| Cordatus Wealth Management LLC | History | New | 104,185 | 8,258 | 1.97% | — | 330 | +104,185 | New | Q1 2026 | Apr 29, 2026 |
| Strategent Financial, LLC | History | Added to | 104,143 | 8,255 | 5.61% | 2.98% | 331 | +45,036 | 76.19% | Q1 2026 | Apr 20, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 104,007 | 8,244 | 0.26% | 0.22% | 332 | -53,865 | -34.12% | Q1 2026 | Apr 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 103,252 | 8,228 | 0.05% | 0.03% | 333 | +44,812 | 76.68% | Q1 2026 | May 15, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 102,868 | 8,154 | 4.42% | 3.61% | 334 | +20,617 | 25.07% | Q1 2026 | Apr 29, 2026 |
| Trellis Wealth Advisors LLC | History | Added to | 102,705 | 8,141 | 3.1% | 3.01% | 335 | +6,054 | 6.26% | Q1 2026 | Apr 15, 2026 |
| Modern Wealth Management, LLC | History | New | 100,350 | 7,931 | 0.14% | — | 336 | +100,350 | New | Q1 2026 | May 14, 2026 |
| Harbour Trust & Investment Management Co | History | Added to | 99,061 | 7,852 | 0.83% | 0.8% | 337 | +1,296 | 1.33% | Q1 2026 | Apr 28, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 99,053 | 7,851 | 0.36% | 0.39% | 338 | +9,509 | 10.62% | Q1 2026 | Apr 15, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 98,185 | 7,783 | 0.82% | 0.03% | 339 | +94,870 | 2861.84% | Q1 2026 | May 11, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 97,710 | 7,745 | 0.16% | 0.14% | 340 | +10,702 | 12.3% | Q1 2026 | May 14, 2026 |
| Rossmore Private Capital | History | Added to | 96,859 | 7,678 | 0.67% | 0.67% | 341 | +2,321 | 2.46% | Q1 2026 | May 01, 2026 |
| HSBC HOLDINGS PLC | History | New | 96,771 | 7,671 | 0.0% | — | 342 | +96,771 | New | Q1 2026 | Apr 30, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 96,389 | 7,640 | 1.65% | 1.88% | 343 | -15,763 | -14.06% | Q1 2026 | May 08, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 96,124 | 7,619 | 0.4% | 0.45% | 344 | -32,721 | -25.4% | Q1 2026 | Apr 28, 2026 |
| CITIGROUP INC | History | Reduced | 95,076 | 7,536 | 0.0% | 0.0% | 345 | -15,702 | -14.17% | Q1 2026 | May 11, 2026 |
| Oak Harvest Investment Services | History | Added to | 94,476 | 7,489 | 0.78% | 0.6% | 346 | +25,059 | 36.1% | Q1 2026 | Apr 22, 2026 |
| Glenview Trust Co | History | Added to | 94,353 | 7,479 | 0.12% | 0.11% | 347 | +7,767 | 8.97% | Q1 2026 | May 08, 2026 |
| Financial Plan, Inc. | History | Added to | 93,971 | 7,449 | 0.8% | 0.84% | 348 | +1,715 | 1.86% | Q1 2026 | Apr 24, 2026 |
| FIRST HORIZON CORP | History | Added to | 93,003 | 7,372 | 0.31% | 0.31% | 349 | +7,133 | 8.31% | Q1 2026 | Apr 30, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 92,916 | 7,359 | 0.08% | 0.06% | 350 | +24,986 | 36.78% | Q1 2026 | Apr 29, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 92,324 | 7,318 | 0.22% | 0.21% | 351 | +4,399 | 5.0% | Q1 2026 | May 13, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 91,938 | 7,289 | 1.55% | 1.36% | 352 | +15,797 | 20.75% | Q1 2026 | May 01, 2026 |
| Clearstead Advisors, LLC | History | Added to | 91,699 | 7,268 | 0.07% | 0.07% | 353 | +21,597 | 30.81% | Q1 2026 | May 06, 2026 |
| METROPOLITAN LIFE INSURANCE CO/NY | History | No change | 91,419 | 7,246 | 2.21% | 2.21% | 354 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Balance Wealth, LLC | History | Added to | 91,226 | 7,231 | 2.25% | 2.08% | 355 | +9,775 | 12.0% | Q1 2026 | Apr 20, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 91,179 | 7,229 | 0.48% | 0.44% | 356 | +4,212 | 4.84% | Q1 2026 | May 13, 2026 |
| Montecito Bank & Trust | History | Reduced | 90,698 | 7,189 | 1.18% | 1.18% | 357 | -2,344 | -2.52% | Q1 2026 | Apr 16, 2026 |
| Madison Asset Management, LLC | History | Reduced | 90,652 | 7,186 | 0.09% | 0.1% | 358 | -20,932 | -18.76% | Q1 2026 | May 07, 2026 |
| Northstar Advisory Group, LLC | History | New | 90,364 | 7,163 | 2.67% | — | 359 | +90,364 | New | Q1 2026 | Apr 08, 2026 |
| Cliffwater LLC | History | Reduced | 89,515 | 7,095 | 1.88% | 1.51% | 360 | -692 | -0.77% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 88,070 | 6,957 | 0.02% | 0.01% | 361 | +59,947 | 213.16% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Added to | 87,595 | 6,943 | 0.09% | 0.1% | 362 | +3,801 | 4.54% | Q1 2026 | May 15, 2026 |
| HORAN Wealth, LLC | History | Added to | 87,333 | 6,922 | 0.66% | 0.82% | 363 | +20,110 | 29.92% | Q1 2026 | May 08, 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | History | Reduced | 86,073 | 6,823 | 0.94% | 0.93% | 364 | -3,620 | -4.04% | Q1 2026 | Apr 15, 2026 |
| W.H. Cornerstone Investments Inc. | History | Reduced | 85,901 | 6,809 | 4.26% | 4.2% | 365 | -1,405 | -1.61% | Q1 2026 | Apr 28, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Reduced | 85,115 | 6,747 | 2.04% | 2.45% | 366 | -17,867 | -17.35% | Q1 2026 | Apr 22, 2026 |
| Cascade Wealth Advisors, Inc | History | Reduced | 85,155 | 6,738 | 2.96% | 3.18% | 367 | -1,119 | -1.3% | Q1 2026 | May 11, 2026 |
| Tide Cove Capital Partners LLC | History | Added to | 84,599 | 6,715 | 4.57% | 4.63% | 368 | +658 | 0.78% | Q1 2026 | Apr 28, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 84,493 | 6,697 | 0.12% | 0.12% | 369 | +3,087 | 3.79% | Q1 2026 | Apr 10, 2026 |
| Virtus Family Office LLC | History | Reduced | 84,227 | 6,676 | 5.7% | 6.65% | 370 | -12,519 | -12.94% | Q1 2026 | May 06, 2026 |
| Belpointe Asset Management LLC | History | Added to | 83,686 | 6,633 | 0.24% | 0.2% | 371 | +15,544 | 22.81% | Q1 2026 | Apr 28, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 81,966 | 6,497 | 0.34% | 0.39% | 372 | -13,698 | -14.32% | Q1 2026 | Apr 29, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Added to | 81,646 | 6,472 | 3.05% | 2.78% | 373 | +4,620 | 6.0% | Q1 2026 | May 08, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 81,223 | 6,438 | 0.12% | 0.13% | 374 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Strategic Wealth Advisors LLC | History | Added to | 80,643 | 6,392 | 5.13% | 5.03% | 375 | +6,874 | 9.32% | Q1 2026 | May 01, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 80,240 | 6,360 | 2.0% | 1.97% | 376 | -1,599 | -1.95% | Q1 2026 | Apr 23, 2026 |
| Perennial Advisors, LLC | History | Reduced | 80,116 | 6,350 | 1.08% | 1.1% | 377 | -2,526 | -3.06% | Q1 2026 | Apr 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 80,311 | 6,348 | 0.2% | 0.19% | 378 | -1,404 | -1.72% | Q1 2026 | May 11, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 80,062 | 6,346 | 0.04% | 0.04% | 379 | -121 | -0.15% | Q1 2026 | May 05, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 79,857 | 6,330 | 0.22% | 0.26% | 380 | -12,479 | -13.51% | Q1 2026 | May 06, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 79,803 | 6,325 | 1.14% | 1.17% | 381 | -746 | -0.93% | Q1 2026 | May 15, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | Reduced | 79,078 | 6,268 | 1.07% | 1.18% | 382 | -12,047 | -13.22% | Q1 2026 | Apr 16, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 76,186 | 6,039 | 0.2% | 0.21% | 383 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 75,457 | 5,981 | 0.67% | 0.67% | 384 | -2,093 | -2.7% | Q1 2026 | May 04, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 74,879 | 5,935 | 0.51% | 0.53% | 385 | -5,204 | -6.5% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 73,713 | 5,843 | 0.36% | 0.36% | 386 | +2,657 | 3.74% | Q1 2026 | Apr 27, 2026 |
| Phoenix Financial Ltd. | History | Added to | 73,573 | 5,828 | 0.06% | 0.06% | 387 | +4,486 | 6.49% | Q1 2026 | May 11, 2026 |
| COMMERCE BANK | History | Added to | 73,468 | 5,823 | 0.03% | 0.0% | 388 | +68,081 | 1263.8% | Q1 2026 | May 11, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 73,311 | 5,811 | 0.34% | 0.33% | 389 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WHITTIER TRUST CO | History | Added to | 73,529 | 5,810 | 0.07% | 0.06% | 390 | +4,391 | 6.35% | Q1 2026 | Apr 28, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 72,688 | 5,761 | 0.03% | 0.03% | 391 | -1,927 | -2.58% | Q1 2026 | May 07, 2026 |
| FCA CORP /TX | History | Added to | 72,396 | 5,738 | 1.62% | 1.59% | 392 | +1,613 | 2.28% | Q1 2026 | May 14, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 72,337 | 5,734 | 0.02% | 0.02% | 393 | +88 | 0.12% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | New | 71,460 | 5,664 | 0.01% | — | 394 | +71,460 | New | Q1 2026 | May 13, 2026 |
| Forum Private Client Group LLC | History | Added to | 71,015 | 5,629 | 1.88% | 1.76% | 395 | +6,388 | 9.88% | Q1 2026 | May 13, 2026 |
| Arkos Global Advisors | History | Reduced | 70,491 | 5,588 | 0.7% | 0.73% | 396 | -836 | -1.17% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 70,295 | 5,572 | 0.06% | 0.05% | 397 | +16,980 | 31.85% | Q1 2026 | Apr 20, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 69,930 | 5,543 | 0.07% | 0.07% | 398 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 69,894 | 5,540 | 1.46% | 1.47% | 399 | +2,115 | 3.12% | Q1 2026 | Apr 20, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 69,537 | 5,512 | 0.32% | 0.32% | 400 | -800 | -1.14% | Q1 2026 | Apr 17, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 69,444 | 5,504 | 0.16% | 0.16% | 401 | -1,645 | -2.31% | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Added to | 69,346 | 5,497 | 0.06% | 0.05% | 402 | +17,822 | 34.59% | Q1 2026 | May 05, 2026 |
| Traub Capital Management LLC | History | Reduced | 69,322 | 5,495 | 5.45% | 5.36% | 403 | -520 | -0.74% | Q1 2026 | Apr 23, 2026 |
| FineMark National Bank & Trust | History | No change | 68,853 | 5,489 | 0.17% | 0.17% | 404 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 69,051 | 5,473 | 0.12% | 0.12% | 405 | -849 | -1.21% | Q1 2026 | May 14, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 68,383 | 5,420 | 0.59% | 0.62% | 406 | -5,411 | -7.33% | Q1 2026 | May 05, 2026 |
| Argent Trust Co | History | Added to | 68,346 | 5,417 | 0.18% | 0.16% | 407 | +9,212 | 15.58% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 68,244 | 5,409 | 0.11% | 0.11% | 408 | +5,200 | 8.25% | Q1 2026 | Apr 13, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 68,056 | 5,394 | 0.49% | 0.11% | 409 | +53,125 | 355.8% | Q1 2026 | May 04, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 67,833 | 5,377 | 0.09% | — | 410 | +67,833 | New | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 67,696 | 5,366 | 0.01% | 0.01% | 411 | -5,794 | -7.88% | Q1 2026 | May 05, 2026 |
| Kure Advisory, LLC | History | Added to | 67,588 | 5,357 | 2.92% | 2.91% | 412 | +2,323 | 3.56% | Q1 2026 | Apr 16, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 66,838 | 5,298 | 5.59% | 4.76% | 413 | +6,897 | 11.51% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 66,828 | 5,297 | 0.06% | 0.06% | 414 | +12,357 | 22.69% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 66,670 | 5,284 | 0.13% | 0.13% | 415 | +2,696 | 4.21% | Q1 2026 | Apr 29, 2026 |
| Independent Advisor Alliance | History | Added to | 66,640 | 5,282 | 0.06% | 0.05% | 416 | +39,912 | 149.33% | Q1 2026 | May 12, 2026 |
| truNorth Financial Services, Inc. | History | Added to | 66,362 | 5,260 | 5.44% | 5.39% | 417 | +4,029 | 6.46% | Q1 2026 | May 05, 2026 |
| XY Planning Network, Inc. | History | Added to | 66,475 | 5,254 | 0.84% | 0.89% | 418 | +2,610 | 4.09% | Q1 2026 | Apr 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 65,784 | 5,215 | 0.07% | 0.06% | 419 | +1,077 | 1.66% | Q1 2026 | May 15, 2026 |
| SPROTT INC. | History | No change | 65,400 | 5,184 | 0.15% | 0.18% | 420 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 64,847 | 5,140 | 2.02% | 1.85% | 421 | +7,150 | 12.39% | Q1 2026 | May 11, 2026 |
| Climber Capital SA | History | Reduced | 64,555 | 5,114 | 3.35% | 3.35% | 422 | -21,765 | -25.21% | Q1 2026 | May 01, 2026 |
| Rezny Wealth Management, Inc. | History | Reduced | 64,462 | 5,109 | 1.1% | 1.12% | 423 | -5,233 | -7.51% | Q1 2026 | May 13, 2026 |
| HM PAYSON & CO | History | Added to | 64,266 | 5,094 | 0.07% | 0.07% | 424 | +1,242 | 1.97% | Q1 2026 | Apr 13, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 64,082 | 5,079 | 0.36% | 0.34% | 425 | +6,025 | 10.38% | Q1 2026 | May 14, 2026 |
| Arcataur Capital Management LLC | History | Added to | 63,978 | 5,071 | 1.41% | 1.43% | 426 | +1,155 | 1.84% | Q1 2026 | Apr 22, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 63,259 | 5,014 | 0.4% | 0.43% | 427 | -2,003 | -3.07% | Q1 2026 | May 15, 2026 |
| Massachusetts Wealth Management | History | Reduced | 63,051 | 4,998 | 2.17% | 2.39% | 428 | -1,350 | -2.1% | Q1 2026 | Apr 15, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 62,630 | 4,964 | 0.01% | 0.01% | 429 | +13,100 | 26.45% | Q1 2026 | May 13, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Added to | 62,320 | 4,940 | 0.83% | 0.4% | 430 | +33,244 | 114.33% | Q1 2026 | Apr 14, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Reduced | 62,108 | 4,923 | 0.69% | 0.77% | 431 | -5,499 | -8.13% | Q1 2026 | Apr 21, 2026 |
| Brucke Financial, Inc. | History | Added to | 61,938 | 4,909 | 2.49% | 1.96% | 432 | +17,034 | 37.93% | Q1 2026 | Apr 10, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 61,496 | 4,874 | 0.37% | 0.35% | 433 | +7,388 | 13.65% | Q1 2026 | Apr 30, 2026 |
| BLUELINE ADVISORS LLC | History | Added to | 61,400 | 4,867 | 3.77% | 2.45% | 434 | +23,800 | 63.3% | Q1 2026 | Apr 07, 2026 |
| Eukles Asset Management | History | Added to | 61,333 | 4,861 | 2.17% | 1.52% | 435 | +12,172 | 24.76% | Q1 2026 | May 05, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 61,104 | 4,843 | 3.37% | 3.32% | 436 | +1,854 | 3.13% | Q1 2026 | Apr 08, 2026 |
| CWC Advisors, LLC. | History | Added to | 61,065 | 4,840 | 2.3% | 2.28% | 437 | +1,780 | 3.0% | Q1 2026 | Apr 16, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 60,759 | 4,816 | 0.04% | — | 438 | +60,759 | New | Q1 2026 | May 01, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Added to | 60,560 | 4,800 | 0.46% | 0.39% | 439 | +429 | 0.71% | Q1 2026 | May 15, 2026 |
| ARROW FINANCIAL CORP | History | Reduced | 60,420 | 4,789 | 0.48% | 0.58% | 440 | -12,695 | -17.36% | Q1 2026 | May 11, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 60,258 | 4,776 | 0.22% | 0.15% | 441 | +17,626 | 41.34% | Q1 2026 | May 06, 2026 |
| Invesco Ltd. | History | Reduced | 59,726 | 4,734 | 0.0% | 0.0% | 442 | -1,759 | -2.86% | Q1 2026 | May 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 59,652 | 4,728 | 0.04% | 0.04% | 443 | -3,111 | -4.96% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 59,644 | 4,728 | 0.13% | 0.15% | 444 | +2,616 | 4.59% | Q1 2026 | May 11, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 59,439 | 4,711 | 1.99% | 1.85% | 445 | +5,018 | 9.22% | Q1 2026 | Apr 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 58,807 | 4,661 | 0.2% | 0.15% | 446 | +19,124 | 48.19% | Q1 2026 | Apr 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 58,403 | 4,629 | 0.03% | 0.02% | 447 | -16,022 | -21.53% | Q1 2026 | Apr 29, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 58,155 | 4,609 | 2.71% | 2.65% | 448 | +2,916 | 5.28% | Q1 2026 | Apr 21, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 57,987 | 4,596 | 0.36% | 0.34% | 449 | +572 | 1.0% | Q1 2026 | Apr 17, 2026 |
| Larson Financial Group LLC | History | Reduced | 57,336 | 4,545 | 0.15% | 0.19% | 450 | -13,389 | -18.93% | Q1 2026 | May 15, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Added to | 57,210 | 4,535 | 1.99% | 1.96% | 451 | +1,118 | 1.99% | Q1 2026 | Apr 29, 2026 |
| Blue Trust, Inc. | History | Reduced | 57,070 | 4,523 | 0.05% | 0.06% | 452 | -4,235 | -6.91% | Q1 2026 | Apr 20, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 57,425 | 4,518 | 2.3% | 2.06% | 453 | +7,405 | 14.8% | Q1 2026 | May 05, 2026 |
| Fortress Financial Solutions, LLC | History | Added to | 56,992 | 4,517 | 4.72% | 4.33% | 454 | +3,941 | 7.43% | Q1 2026 | May 04, 2026 |
| EFG International AG | History | Reduced | 56,960 | 4,515 | 0.1% | 0.09% | 455 | -982 | -1.69% | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | Added to | 56,428 | 4,473 | 0.2% | 0.19% | 456 | +4,866 | 9.44% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 56,172 | 4,452 | 0.1% | 0.08% | 457 | +9,567 | 20.53% | Q1 2026 | May 01, 2026 |
| Bellecapital International Ltd. | History | Added to | 55,918 | 4,432 | 0.8% | 0.05% | 458 | +52,547 | 1558.8% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 55,858 | 4,427 | 0.03% | 0.04% | 459 | -854 | -1.51% | Q1 2026 | Apr 15, 2026 |
| MIDDLETON & CO INC/MA | History | Reduced | 55,821 | 4,424 | 0.5% | 0.5% | 460 | -3,650 | -6.14% | Q1 2026 | May 08, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 55,601 | 4,407 | 1.31% | 1.12% | 461 | +9,073 | 19.5% | Q1 2026 | May 06, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 55,607 | 4,407 | 0.64% | 0.77% | 462 | -7,398 | -11.74% | Q1 2026 | May 11, 2026 |
| Guardian Wealth Management, Inc. | History | Added to | 55,373 | 4,389 | 2.4% | 2.16% | 463 | +9,335 | 20.28% | Q1 2026 | May 08, 2026 |
| BIP Wealth, LLC | History | Added to | 55,321 | 4,385 | 0.18% | 0.14% | 464 | +5,844 | 11.81% | Q1 2026 | Apr 27, 2026 |
| CHRISTINE MESSMER PC | History | Reduced | 54,423 | 4,314 | 2.76% | 3.77% | 465 | -18,173 | -25.03% | Q1 2026 | Apr 21, 2026 |
| M&T BANK CORP | History | Reduced | 54,336 | 4,307 | 0.01% | 0.02% | 466 | -8,591 | -13.65% | Q1 2026 | May 12, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 54,212 | 4,297 | 3.77% | 3.41% | 467 | +6,001 | 12.45% | Q1 2026 | May 04, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 54,113 | 4,289 | 0.34% | 0.48% | 468 | -22,858 | -29.7% | Q1 2026 | May 14, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 54,084 | 4,287 | 1.17% | 1.14% | 469 | +3,211 | 6.31% | Q1 2026 | Apr 29, 2026 |
| Patten Group, Inc. | History | Reduced | 54,000 | 4,280 | 0.74% | 0.84% | 470 | -2,722 | -4.8% | Q1 2026 | Apr 24, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 53,985 | 4,279 | 1.22% | 1.23% | 471 | +780 | 1.47% | Q1 2026 | Apr 15, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Added to | 53,835 | 4,268 | 0.2% | 0.19% | 472 | +3,725 | 7.43% | Q1 2026 | Apr 27, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 53,368 | 4,230 | 0.18% | 0.2% | 473 | -3,961 | -6.91% | Q1 2026 | Apr 30, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 53,295 | 4,224 | 0.1% | 0.1% | 474 | +3,036 | 6.04% | Q1 2026 | May 11, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 52,978 | 4,199 | 0.46% | 0.46% | 475 | +1,983 | 3.89% | Q1 2026 | Apr 15, 2026 |
| Good Steward Wealth Advisors,LLC | History | Reduced | 52,907 | 4,193 | 2.7% | 2.79% | 476 | -97 | -0.18% | Q1 2026 | May 04, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 52,859 | 4,190 | 2.12% | 2.57% | 477 | -11,154 | -17.42% | Q1 2026 | Apr 15, 2026 |
| Chandler Asset Management, Inc. | History | Added to | 52,735 | 4,180 | 0.63% | 0.66% | 478 | +365 | 0.7% | Q1 2026 | May 14, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 52,716 | 4,178 | 1.4% | 1.36% | 479 | +1,017 | 1.97% | Q1 2026 | Apr 14, 2026 |
| PFG Investments, LLC | History | Added to | 52,530 | 4,164 | 0.19% | 0.18% | 480 | +4,139 | 8.55% | Q1 2026 | Apr 27, 2026 |
| MARINER INVESTMENT GROUP LLC | History | New | 52,321 | 4,147 | 1.2% | — | 481 | +52,321 | New | Q1 2026 | May 05, 2026 |
| Rathbones Group PLC | History | Added to | 52,038 | 4,125 | 0.02% | 0.01% | 482 | +7,239 | 16.16% | Q1 2026 | May 12, 2026 |
| Bull Street Advisors, LLC | History | Reduced | 51,707 | 4,099 | 2.03% | 1.96% | 483 | -1,110 | -2.1% | Q1 2026 | Apr 24, 2026 |
| Thomasville National Bank | History | No change | 51,158 | 4,078 | 0.25% | 0.25% | 484 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 51,384 | 4,073 | 0.02% | 0.04% | 485 | -23,356 | -31.25% | Q1 2026 | May 15, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 51,241 | 4,061 | 0.76% | 0.09% | 487 | +45,010 | 722.36% | Q1 2026 | Apr 28, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 51,242 | 4,061 | 0.09% | 0.11% | 486 | -6,224 | -10.83% | Q1 2026 | May 15, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 50,761 | 4,023 | 3.02% | 2.95% | 488 | +2,161 | 4.45% | Q1 2026 | Apr 16, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 50,548 | 4,006 | 1.11% | 1.17% | 489 | -1,603 | -3.07% | Q1 2026 | May 12, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 50,361 | 3,992 | 0.47% | 0.45% | 490 | +1,702 | 3.5% | Q1 2026 | Apr 21, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 50,244 | 3,982 | 0.3% | 0.25% | 491 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 49,267 | 3,928 | 0.07% | 0.07% | 492 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 48,915 | 3,899 | 0.13% | 0.13% | 493 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Betterment LLC | History | Reduced | 49,119 | 3,894 | 0.01% | 0.01% | 494 | -146 | -0.3% | Q1 2026 | May 14, 2026 |
| JNBA Financial Advisors | History | Reduced | 49,030 | 3,886 | 0.32% | 0.35% | 495 | -1,224 | -2.44% | Q1 2026 | Apr 22, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 48,460 | 3,841 | 0.32% | 0.33% | 496 | -2,200 | -4.34% | Q1 2026 | May 01, 2026 |
| Farrell Financial LLC | History | Added to | 48,434 | 3,839 | 2.29% | 2.24% | 497 | +888 | 1.87% | Q1 2026 | Apr 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 48,134 | 3,815 | 0.05% | 0.04% | 498 | +8,951 | 22.84% | Q1 2026 | Apr 30, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 48,228 | 3,811 | 0.24% | 0.21% | 499 | -9,567 | -16.55% | Q1 2026 | Apr 24, 2026 |
| V2 Financial group LLC | History | Added to | 48,033 | 3,807 | 1.77% | 0.38% | 500 | +38,226 | 389.78% | Q1 2026 | May 04, 2026 |
| Intrua Financial, LLC | History | Reduced | 47,492 | 3,764 | 0.39% | 0.46% | 501 | -7,684 | -13.93% | Q1 2026 | Apr 23, 2026 |
| Tidal Investments LLC | History | Added to | 47,199 | 3,728 | 0.01% | 0.0% | 502 | +21,660 | 84.81% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | New | 47,010 | 3,726 | 0.01% | — | 503 | +47,010 | New | Q1 2026 | May 15, 2026 |
| TruWealth Advisors, LLC | History | Added to | 46,875 | 3,715 | 0.18% | 0.17% | 504 | +4,512 | 10.65% | Q1 2026 | Apr 09, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | Added to | 46,738 | 3,704 | 2.67% | 1.7% | 505 | +21,212 | 83.1% | Q1 2026 | May 07, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 46,720 | 3,703 | 0.01% | 0.01% | 506 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ADVISORY RESEARCH INC | History | Added to | 46,435 | 3,680 | 0.45% | 0.4% | 507 | +6,624 | 16.64% | Q1 2026 | May 14, 2026 |
| Fiduciary Group, LLC | History | Reduced | 46,371 | 3,675 | 0.31% | 0.32% | 508 | -933 | -1.97% | Q1 2026 | May 11, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 46,339 | 3,673 | 1.0% | 0.93% | 509 | +1,096 | 2.42% | Q1 2026 | Apr 29, 2026 |
| Forza Wealth Management, LLC | History | Added to | 46,176 | 3,660 | 1.27% | 1.12% | 510 | +7,365 | 18.98% | Q1 2026 | Apr 30, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 46,131 | 3,656 | 0.09% | 0.1% | 511 | -575 | -1.23% | Q1 2026 | May 13, 2026 |
| Cornerstone National Bank & Trust Co | History | New | 45,978 | 3,634 | 1.34% | — | 512 | +45,978 | New | Q1 2026 | Apr 14, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 45,787 | 3,629 | 0.93% | 0.32% | 513 | +30,893 | 207.42% | Q1 2026 | Apr 27, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 45,675 | 3,620 | 1.25% | 1.27% | 514 | -223 | -0.49% | Q1 2026 | May 06, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 44,528 | 3,527 | 0.46% | 0.4% | 515 | +8,239 | 22.7% | Q1 2026 | Apr 28, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 44,238 | 3,506 | 0.03% | 0.02% | 516 | +9,868 | 28.71% | Q1 2026 | May 14, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Reduced | 44,140 | 3,498 | 1.81% | 1.72% | 517 | -123 | -0.28% | Q1 2026 | May 06, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 43,968 | 3,485 | 0.45% | 0.49% | 518 | -1,190 | -2.64% | Q1 2026 | May 12, 2026 |
| Saranac Partners Ltd | History | Reduced | 43,830 | 3,481 | 1.49% | 1.59% | 519 | -7,355 | -14.37% | Q1 2026 | May 15, 2026 |
| J.Safra Asset Management Corp | History | Added to | 43,826 | 3,474 | 0.19% | 0.17% | 520 | +3,311 | 8.17% | Q1 2026 | May 04, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 43,777 | 3,470 | 0.5% | 0.33% | 521 | +15,661 | 55.7% | Q1 2026 | May 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | New | 43,657 | 3,460 | 0.0% | — | 522 | +43,657 | New | Q1 2026 | May 12, 2026 |
| Cloud Capital Management, LLC | History | Added to | 43,441 | 3,442 | 1.5% | 1.36% | 523 | +7,421 | 20.6% | Q1 2026 | May 12, 2026 |
| VICUS CAPITAL | History | Added to | 43,337 | 3,435 | 0.25% | 0.25% | 524 | +1,565 | 3.75% | Q1 2026 | Apr 22, 2026 |
| NavPoint Financial, Inc. | History | Reduced | 43,321 | 3,434 | 1.39% | 1.68% | 525 | -5,980 | -12.13% | Q1 2026 | Apr 24, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 42,530 | 3,371 | 1.19% | 1.35% | 526 | -5,041 | -10.6% | Q1 2026 | Apr 08, 2026 |
| Pacific Park Financial, Inc. | History | Added to | 42,535 | 3,371 | 2.2% | 2.06% | 527 | +1,234 | 2.99% | Q1 2026 | Apr 21, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 42,270 | 3,350 | 1.16% | 1.27% | 528 | -1,922 | -4.35% | Q1 2026 | Apr 23, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Added to | 41,859 | 3,318 | 2.16% | 2.04% | 529 | +2,267 | 5.73% | Q1 2026 | Apr 29, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 41,563 | 3,294 | 0.08% | 0.09% | 530 | -3,660 | -8.09% | Q1 2026 | Apr 07, 2026 |
| Focus Financial Network, Inc. | History | Added to | 41,480 | 3,288 | 0.12% | 0.03% | 531 | +32,388 | 356.23% | Q1 2026 | Apr 14, 2026 |
| WEIK CAPITAL MANAGEMENT | History | Reduced | 41,477 | 3,287 | 1.31% | 1.24% | 532 | -111 | -0.27% | Q1 2026 | May 12, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 41,328 | 3,273 | 0.66% | 0.34% | 534 | +22,289 | 117.07% | Q1 2026 | Apr 15, 2026 |
| Total Wealth Planning, LLC | History | No change | 41,054 | 3,273 | 7.0% | 7.0% | 533 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 40,994 | 3,249 | 2.24% | 2.01% | 535 | +1,646 | 4.18% | Q1 2026 | May 07, 2026 |
| StoneX Group Inc. | History | Added to | 41,030 | 3,242 | 0.17% | 0.12% | 536 | +5,039 | 14.0% | Q1 2026 | May 14, 2026 |
| WESBANCO BANK INC | History | Reduced | 40,570 | 3,215 | 0.09% | 0.09% | 537 | -510 | -1.24% | Q1 2026 | Apr 21, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 40,551 | 3,214 | 0.05% | 0.05% | 538 | -6,637 | -14.07% | Q1 2026 | May 05, 2026 |
| Capasso Planning Partners LLC | History | No change | 40,313 | 3,214 | 1.76% | 1.76% | 539 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Guardian Asset Advisors, LLC | History | Reduced | 40,323 | 3,196 | 1.87% | 1.78% | 540 | -2,612 | -6.08% | Q1 2026 | May 14, 2026 |
| GeoWealth Management, LLC | History | Added to | 40,206 | 3,186 | 0.11% | 0.07% | 541 | +15,379 | 61.94% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 40,304 | 3,185 | 0.22% | 0.16% | 542 | +11,256 | 38.75% | Q1 2026 | May 01, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 39,943 | 3,166 | 2.06% | 1.98% | 543 | +1,122 | 2.89% | Q1 2026 | May 06, 2026 |
| EQUITY INVESTMENT CORP | History | Reduced | 39,916 | 3,164 | 0.06% | 0.06% | 544 | -445 | -1.1% | Q1 2026 | May 04, 2026 |
| Greenline Partners, LLC | History | Reduced | 39,871 | 3,160 | 0.34% | 0.43% | 545 | -7,530 | -15.89% | Q1 2026 | May 15, 2026 |
| Riverview Capital Advisers, LLC | History | Added to | 39,844 | 3,158 | 1.05% | 0.28% | 546 | +28,427 | 248.99% | Q1 2026 | May 13, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 39,722 | 3,148 | 0.3% | 0.31% | 547 | -633 | -1.57% | Q1 2026 | Apr 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 39,547 | 3,134 | 0.04% | 0.04% | 548 | +4,237 | 12.0% | Q1 2026 | May 15, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 39,409 | 3,123 | 0.17% | 0.2% | 549 | -5,192 | -11.64% | Q1 2026 | Apr 23, 2026 |
| Avant Financial Advisors LLC | History | Added to | 39,397 | 3,123 | 2.2% | 2.16% | 550 | +1,655 | 4.39% | Q1 2026 | Apr 23, 2026 |
| IFG Advisors, LLC | History | Added to | 39,363 | 3,120 | 0.51% | 0.33% | 551 | +14,575 | 58.8% | Q1 2026 | Apr 09, 2026 |
| Insight Inv LLC | History | Added to | 39,326 | 3,117 | 1.71% | 1.37% | 552 | +8,699 | 28.4% | Q1 2026 | Apr 27, 2026 |
| LifeWealth Investments, LLC | History | Added to | 39,184 | 3,106 | 0.93% | 0.78% | 553 | +8,314 | 26.93% | Q1 2026 | Apr 20, 2026 |
| Coston, McIsaac & Partners | History | Added to | 39,150 | 3,103 | 0.7% | 0.69% | 554 | +1,964 | 5.28% | Q1 2026 | Apr 22, 2026 |
| Intelligent Financial Strategies | History | Reduced | 39,037 | 3,094 | 1.61% | 1.56% | 555 | -1,630 | -4.01% | Q1 2026 | Apr 28, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 38,633 | 3,080 | 1.89% | 1.89% | 556 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 38,742 | 3,071 | 0.43% | 0.42% | 557 | -885 | -2.23% | Q1 2026 | May 04, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 38,470 | 3,050 | 1.13% | 1.22% | 558 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Ramsay, Stattman, Vela & Price, Inc. | History | Added to | 38,437 | 3,046 | 0.6% | 0.52% | 559 | +1,877 | 5.13% | Q1 2026 | Apr 30, 2026 |
| Private Advisory Group LLC | History | New | 38,399 | 3,043 | 0.2% | — | 560 | +38,399 | New | Q1 2026 | May 08, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 38,142 | 3,041 | 1.42% | 1.42% | 561 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 38,014 | 3,030 | 4.59% | 4.59% | 562 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 38,095 | 3,019 | 0.04% | 0.04% | 563 | +3,873 | 11.32% | Q1 2026 | May 01, 2026 |
| Hegarty Advisors, LLC | History | Added to | 38,075 | 3,018 | 2.38% | 2.14% | 564 | +7,115 | 22.98% | Q1 2026 | Apr 30, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 38,047 | 3,015 | 0.48% | 0.15% | 565 | +26,367 | 225.74% | Q1 2026 | May 14, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 37,944 | 3,007 | 0.25% | 0.26% | 566 | -1,599 | -4.04% | Q1 2026 | May 06, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 37,914 | 3,005 | 0.22% | 0.22% | 567 | -3,964 | -9.47% | Q1 2026 | Apr 16, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 37,781 | 2,994 | 0.21% | 0.22% | 568 | -63 | -0.17% | Q1 2026 | Apr 29, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Reduced | 37,722 | 2,990 | 0.53% | 0.68% | 569 | -8,892 | -19.08% | Q1 2026 | Apr 17, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 37,341 | 2,968 | 0.73% | 0.58% | 570 | +4,933 | 15.22% | Q1 2026 | May 15, 2026 |
| Five Pine Wealth Management | History | Added to | 37,343 | 2,960 | 1.84% | 1.71% | 571 | +3,891 | 11.63% | Q1 2026 | Apr 16, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Added to | 36,842 | 2,920 | 2.71% | 2.7% | 572 | +547 | 1.51% | Q1 2026 | Apr 24, 2026 |
| Foster Group, Inc. | History | Added to | 36,595 | 2,900 | 0.09% | 0.08% | 573 | +2,037 | 5.89% | Q1 2026 | Apr 13, 2026 |
| Axos Invest Inc. | History | Reduced | 36,338 | 2,880 | 2.18% | 2.2% | 574 | -1,258 | -3.35% | Q1 2026 | May 12, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 36,288 | 2,876 | 0.06% | 0.06% | 575 | -1,558 | -4.12% | Q1 2026 | May 12, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 36,068 | 2,859 | 0.73% | 0.76% | 576 | +870 | 2.47% | Q1 2026 | Apr 29, 2026 |
| Continuum Advisory, LLC | History | Added to | 36,046 | 2,857 | 0.27% | 0.28% | 577 | +1,160 | 3.33% | Q1 2026 | Apr 22, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 35,876 | 2,849 | 0.06% | 0.07% | 578 | -1,236 | -3.33% | Q1 2026 | May 04, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 35,931 | 2,848 | 0.3% | 0.09% | 579 | +23,075 | 179.49% | Q1 2026 | May 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 35,794 | 2,837 | 0.29% | 0.22% | 580 | +9,009 | 33.63% | Q1 2026 | May 11, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 35,612 | 2,822 | 0.1% | 0.11% | 581 | -5,400 | -13.17% | Q1 2026 | May 06, 2026 |
| Wedmont Private Capital | History | Reduced | 35,476 | 2,811 | 0.09% | 0.11% | 582 | -3,944 | -10.01% | Q1 2026 | Apr 09, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 35,432 | 2,808 | 0.6% | 0.63% | 583 | +711 | 2.05% | Q1 2026 | May 15, 2026 |
| Clear Retirement Advice LLC | History | Added to | 35,281 | 2,796 | 2.2% | 2.02% | 584 | +2,743 | 8.43% | Q1 2026 | Apr 28, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 35,017 | 2,775 | 0.09% | 0.1% | 585 | +1,335 | 3.96% | Q1 2026 | May 07, 2026 |
| Pathstone Holdings, LLC | History | Added to | 34,996 | 2,774 | 0.01% | 0.0% | 586 | +27,406 | 361.08% | Q1 2026 | May 11, 2026 |
| Modus Advisors, LLC | History | Added to | 34,917 | 2,767 | 0.76% | 0.72% | 587 | +810 | 2.37% | Q1 2026 | May 04, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | New | 34,798 | 2,758 | 1.76% | — | 588 | +34,798 | New | Q1 2026 | Apr 23, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 34,673 | 2,748 | 0.1% | 0.09% | 589 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Agate Pass Investment Management, LLC | History | Reduced | 34,605 | 2,743 | 1.07% | 1.08% | 590 | -1,795 | -4.93% | Q1 2026 | Apr 07, 2026 |
| HEADINVEST, LLC | History | Reduced | 34,579 | 2,741 | 0.56% | 0.57% | 591 | -1,668 | -4.6% | Q1 2026 | May 15, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 34,329 | 2,721 | 1.49% | 1.43% | 592 | +1,459 | 4.44% | Q1 2026 | Apr 21, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 34,232 | 2,713 | 1.46% | 1.45% | 593 | -527 | -1.52% | Q1 2026 | May 14, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 33,837 | 2,682 | 0.3% | 0.3% | 594 | -552 | -1.61% | Q1 2026 | Apr 24, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 33,824 | 2,681 | 0.0% | 0.0% | 595 | +19,940 | 143.62% | Q1 2026 | May 15, 2026 |
| Narus Financial Partners, LLC | History | Added to | 33,786 | 2,678 | 0.7% | 0.59% | 596 | +6,769 | 25.05% | Q1 2026 | Apr 21, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 33,703 | 2,668 | 0.0% | 0.0% | 597 | -2,128 | -5.94% | Q1 2026 | May 14, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Added to | 33,662 | 2,668 | 0.98% | 0.94% | 598 | +204 | 0.61% | Q1 2026 | Apr 21, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 33,657 | 2,660 | 2.27% | 2.12% | 599 | +2,418 | 7.74% | Q1 2026 | Apr 27, 2026 |
| Sowell Financial Services LLC | History | Added to | 33,308 | 2,640 | 0.1% | 0.09% | 600 | +2,293 | 7.39% | Q1 2026 | Apr 20, 2026 |
| Western Wealth Management, LLC | History | Added to | 33,040 | 2,619 | 0.1% | 0.04% | 601 | +21,999 | 199.25% | Q1 2026 | May 19, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | Reduced | 32,991 | 2,615 | 0.76% | 0.77% | 602 | -87 | -0.26% | Q1 2026 | May 01, 2026 |
| McDonough Capital Management, Inc | History | Added to | 32,807 | 2,600 | 1.42% | 1.26% | 603 | +508 | 1.57% | Q1 2026 | May 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 32,616 | 2,585 | 0.18% | 0.2% | 604 | -1,651 | -4.82% | Q1 2026 | May 12, 2026 |
| Avior Wealth Management, LLC | History | Added to | 32,600 | 2,584 | 0.07% | 0.08% | 605 | +425 | 1.32% | Q1 2026 | Apr 09, 2026 |
| Evanson Asset Management, LLC | History | Added to | 32,521 | 2,577 | 0.14% | 0.07% | 606 | +16,471 | 102.62% | Q1 2026 | Apr 08, 2026 |
| Hirtle & Co., LLC | History | No change | 32,423 | 2,570 | 0.09% | 0.09% | 607 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 32,103 | 2,544 | 0.11% | 0.11% | 608 | -958 | -2.9% | Q1 2026 | May 11, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 32,080 | 2,542 | 0.04% | 0.05% | 610 | -3,053 | -8.69% | Q1 2026 | May 11, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 32,079 | 2,542 | 0.09% | 0.09% | 609 | +336 | 1.06% | Q1 2026 | May 15, 2026 |
| Cadence Bank | History | No change | 31,810 | 2,536 | 0.15% | 0.15% | 611 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| North Forty Two & Co. | History | Reduced | 31,714 | 2,513 | 2.32% | 2.4% | 612 | -145 | -0.46% | Q1 2026 | Apr 21, 2026 |
| Sagace Wealth Management LLC | History | Added to | 31,655 | 2,509 | 1.68% | 1.53% | 613 | +3,440 | 12.19% | Q1 2026 | Apr 29, 2026 |
| Elser Financial Planning, Inc | History | New | 31,241 | 2,468 | 0.12% | — | 614 | +31,241 | New | Q1 2026 | Apr 15, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 31,060 | 2,462 | 1.59% | 1.49% | 615 | +2,993 | 10.66% | Q1 2026 | May 12, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 30,965 | 2,454 | 0.04% | 0.03% | 616 | +3,355 | 12.15% | Q1 2026 | Apr 17, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 30,733 | 2,436 | 0.14% | 0.15% | 617 | -1,240 | -3.88% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 30,658 | 2,430 | 0.01% | 0.01% | 618 | +775 | 2.59% | Q1 2026 | May 08, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 30,586 | 2,424 | 1.1% | 1.11% | 619 | -226 | -0.73% | Q1 2026 | Apr 27, 2026 |
| AXS Investments LLC | History | Added to | 30,449 | 2,413 | 0.97% | 0.54% | 620 | +10,732 | 54.43% | Q1 2026 | May 06, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 30,394 | 2,409 | 0.16% | 0.15% | 621 | +2,714 | 9.8% | Q1 2026 | Apr 10, 2026 |
| ASSETMARK, INC | History | Added to | 30,281 | 2,400 | 0.0% | 0.0% | 622 | +1,328 | 4.59% | Q1 2026 | May 06, 2026 |
| Ancora Advisors LLC | History | Reduced | 30,270 | 2,399 | 0.05% | 0.05% | 623 | -1,280 | -4.06% | Q1 2026 | May 15, 2026 |
| Titiun Yejiel | History | No change | 30,000 | 2,378 | 2.4% | 2.87% | 624 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 29,913 | 2,371 | 0.35% | 0.35% | 625 | +5,848 | 24.3% | Q1 2026 | May 04, 2026 |
| Strategic Blueprint, LLC | History | Added to | 29,904 | 2,370 | 0.14% | 0.13% | 626 | +2,498 | 9.11% | Q1 2026 | Apr 29, 2026 |
| ETF Store, Inc. | History | Added to | 29,748 | 2,358 | 2.3% | 2.34% | 627 | +954 | 3.31% | Q1 2026 | Apr 30, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 29,595 | 2,345 | 0.35% | 0.34% | 628 | +108 | 0.37% | Q1 2026 | Apr 21, 2026 |
| Tranquilli Financial Advisor LLC | History | New | 29,569 | 2,343 | 1.37% | — | 629 | +29,569 | New | Q1 2026 | May 11, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 29,539 | 2,341 | 0.25% | 0.18% | 630 | +17,577 | 146.94% | Q1 2026 | Apr 17, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 29,386 | 2,329 | 0.33% | 0.35% | 631 | -3,050 | -9.4% | Q1 2026 | May 13, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 29,083 | 2,305 | 1.44% | 1.47% | 632 | -713 | -2.39% | Q1 2026 | Apr 15, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 29,077 | 2,304 | 0.76% | 0.3% | 633 | +18,887 | 185.35% | Q1 2026 | May 15, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 28,985 | 2,297 | 1.07% | 0.84% | 634 | +7,904 | 37.49% | Q1 2026 | Apr 09, 2026 |
| CGN Advisors LLC | History | Added to | 28,948 | 2,294 | 0.18% | 0.16% | 635 | +4,083 | 16.42% | Q1 2026 | Apr 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 28,802 | 2,283 | 0.03% | 0.01% | 636 | +15,218 | 112.03% | Q1 2026 | Apr 28, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 28,597 | 2,266 | 0.62% | 0.61% | 637 | -315 | -1.09% | Q1 2026 | May 04, 2026 |
| GREENBERG FINANCIAL GROUP | History | No change | 28,359 | 2,261 | 0.93% | 0.93% | 638 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 28,512 | 2,260 | 0.78% | 0.89% | 639 | -2,766 | -8.84% | Q1 2026 | May 14, 2026 |
| National Philanthropic Trust | History | Reduced | 28,503 | 2,259 | 0.02% | 0.02% | 640 | -2,373 | -7.69% | Q1 2026 | May 15, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | Added to | 28,421 | 2,252 | 0.41% | 0.37% | 641 | +1,118 | 4.09% | Q1 2026 | Apr 10, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 28,312 | 2,244 | 0.01% | 0.02% | 642 | -1,608 | -5.37% | Q1 2026 | May 05, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 28,234 | 2,238 | 1.04% | 0.76% | 643 | +8,085 | 40.13% | Q1 2026 | Apr 21, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | Reduced | 28,210 | 2,236 | 1.14% | 1.13% | 644 | -105 | -0.37% | Q1 2026 | Apr 22, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 28,184 | 2,234 | 0.02% | 0.03% | 645 | -1,835 | -6.11% | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | Added to | 28,118 | 2,228 | 0.08% | 0.07% | 646 | +117 | 0.42% | Q1 2026 | Apr 22, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 27,985 | 2,218 | 0.08% | 0.08% | 647 | +1,713 | 6.52% | Q1 2026 | May 14, 2026 |
| Martin Capital Advisors, LLP | History | No change | 27,860 | 2,208 | 1.39% | 1.3% | 648 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 27,819 | 2,205 | 0.06% | 0.05% | 649 | +2,022 | 7.84% | Q1 2026 | May 14, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 27,502 | 2,180 | 0.35% | 0.29% | 650 | +3,939 | 16.72% | Q1 2026 | May 08, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 27,493 | 2,179 | 0.2% | 0.18% | 651 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Indivisible Partners | History | Added to | 27,407 | 2,172 | 0.19% | 0.13% | 652 | +12,317 | 81.62% | Q1 2026 | Apr 30, 2026 |
| Winter & Associates, Inc. | History | Reduced | 27,472 | 2,171 | 1.9% | 2.17% | 653 | -1,916 | -6.52% | Q1 2026 | Apr 08, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 27,178 | 2,154 | 1.03% | 1.01% | 654 | +153 | 0.57% | Q1 2026 | Apr 15, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 27,025 | 2,142 | 0.03% | 0.03% | 655 | -3,414 | -11.22% | Q1 2026 | May 15, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 26,941 | 2,133 | 0.26% | 0.27% | 656 | +675 | 2.57% | Q1 2026 | Apr 22, 2026 |
| PW Nova Financial Services LLC | History | Added to | 26,761 | 2,121 | 0.53% | 0.79% | 657 | +680 | 2.61% | Q1 2026 | Apr 15, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Reduced | 26,717 | 2,117 | 1.7% | 1.96% | 659 | -4,280 | -13.81% | Q1 2026 | Apr 16, 2026 |
| D.B. Root & Company, LLC | History | Added to | 26,709 | 2,117 | 0.51% | 0.52% | 658 | +215 | 0.81% | Q1 2026 | May 12, 2026 |
| ARS Wealth Advisors Group, LLC | History | New | 26,527 | 2,102 | 0.18% | — | 660 | +26,527 | New | Q1 2026 | Apr 15, 2026 |
| PALLADIEM, LLC | History | Added to | 26,501 | 2,100 | 2.0% | 2.0% | 661 | +125 | 0.47% | Q1 2026 | May 06, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 26,458 | 2,097 | 0.29% | 0.28% | 662 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FMR LLC | History | Added to | 26,387 | 2,091 | 0.0% | 0.0% | 663 | +10,300 | 64.03% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 26,344 | 2,088 | 0.03% | 0.06% | 664 | -26,237 | -49.9% | Q1 2026 | Apr 08, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 26,270 | 2,082 | 1.91% | 1.86% | 665 | +1,458 | 5.88% | Q1 2026 | May 08, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 26,234 | 2,079 | 0.31% | 0.45% | 666 | -39,966 | -60.37% | Q1 2026 | Apr 24, 2026 |
| Essex Financial Services, Inc. | History | Added to | 26,201 | 2,076 | 0.12% | 0.11% | 667 | +1,105 | 4.4% | Q1 2026 | Apr 24, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 26,110 | 2,069 | 0.0% | 0.0% | 668 | +15,749 | 152.0% | Q1 2026 | May 14, 2026 |
| Valley Financial Group, Inc. | History | Added to | 26,099 | 2,068 | 1.12% | 1.13% | 669 | +825 | 3.26% | Q1 2026 | May 15, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 25,946 | 2,050 | 0.31% | 0.34% | 670 | -1,821 | -6.56% | Q1 2026 | May 07, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 25,854 | 2,049 | 0.9% | 0.96% | 671 | -2,421 | -8.56% | Q1 2026 | May 05, 2026 |
| HB Wealth Management, LLC | History | Reduced | 25,762 | 2,042 | 0.01% | 0.02% | 672 | -6,327 | -19.72% | Q1 2026 | Apr 27, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | New | 25,694 | 2,036 | 0.68% | — | 673 | +25,694 | New | Q1 2026 | May 12, 2026 |
| PROTECTIVE LIFE CORP | History | New | 25,625 | 2,031 | 6.75% | — | 674 | +25,625 | New | Q1 2026 | May 13, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 25,580 | 2,027 | 1.81% | — | 675 | +25,580 | New | Q1 2026 | May 07, 2026 |
| Lido Advisors, LLC | History | Added to | 25,460 | 2,018 | 0.01% | 0.0% | 677 | +5,780 | 29.37% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 25,461 | 2,018 | 0.01% | 0.01% | 676 | +2,561 | 11.18% | Q1 2026 | May 13, 2026 |
| Investment Advisory Group, LLC | History | Added to | 25,419 | 2,015 | 0.51% | 0.51% | 678 | +485 | 1.95% | Q1 2026 | Apr 22, 2026 |
| Prosperity Advisers, LLC | History | Added to | 25,314 | 2,006 | 1.67% | 1.64% | 679 | +373 | 1.5% | Q1 2026 | Apr 23, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 210,699 | 1,994 | 0.09% | 0.07% | 680 | -19,329 | -8.4% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 25,035 | 1,984 | 0.05% | 0.05% | 681 | -927 | -3.57% | Q1 2026 | Apr 30, 2026 |
| Chemistry Wealth Management LLC | History | Reduced | 24,992 | 1,981 | 0.35% | 0.38% | 682 | -621 | -2.42% | Q1 2026 | Apr 09, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 24,919 | 1,975 | 0.12% | 0.13% | 683 | +532 | 2.18% | Q1 2026 | Apr 27, 2026 |
| Compass Financial Group, Inc. | History | No change | 24,783 | 1,964 | 0.89% | 0.87% | 684 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Kovack Advisors, Inc. | History | Added to | 24,750 | 1,956 | 0.1% | 0.09% | 685 | +678 | 2.82% | Q1 2026 | May 12, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 24,568 | 1,947 | 0.24% | 0.24% | 686 | +21 | 0.09% | Q1 2026 | Apr 23, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 24,205 | 1,918 | 0.22% | 0.23% | 687 | -1,718 | -6.63% | Q1 2026 | Apr 16, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | Added to | 24,060 | 1,907 | 0.96% | 0.88% | 688 | +1,600 | 7.12% | Q1 2026 | May 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 24,011 | 1,903 | 0.04% | 0.03% | 689 | +8,037 | 50.31% | Q1 2026 | May 15, 2026 |
| Cumberland Partners Ltd | History | No change | 24,000 | 1,902 | 0.14% | 0.12% | 690 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Choate Investment Advisors | History | Added to | 23,960 | 1,899 | 0.04% | 0.03% | 691 | +5,124 | 27.2% | Q1 2026 | May 13, 2026 |
| Storen Legacy Partners, LLC | History | Added to | 23,913 | 1,895 | 0.59% | 0.59% | 693 | +161 | 0.68% | Q1 2026 | Apr 22, 2026 |
| Carr Financial Group Corp | History | Reduced | 23,908 | 1,895 | 0.5% | 0.51% | 692 | -48 | -0.2% | Q1 2026 | May 12, 2026 |
| Banque Transatlantique SA | History | New | 23,815 | 1,887 | 0.05% | — | 694 | +23,815 | New | Q1 2026 | May 13, 2026 |
| Level Wealth Management LLC | History | Added to | 23,687 | 1,877 | 0.88% | 0.96% | 695 | +218 | 0.93% | Q1 2026 | Apr 27, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 23,648 | 1,874 | 0.78% | 0.79% | 696 | -165 | -0.69% | Q1 2026 | Apr 21, 2026 |
| Trinity Financial Advisors LLC | History | Reduced | 23,571 | 1,868 | 0.53% | 0.8% | 697 | -12,381 | -34.44% | Q1 2026 | Apr 07, 2026 |
| Gordian Advisors LLC | History | Added to | 23,402 | 1,855 | 1.24% | 1.22% | 698 | +245 | 1.06% | Q1 2026 | Apr 27, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 23,360 | 1,851 | 0.38% | 0.39% | 699 | -430 | -1.81% | Q1 2026 | Apr 06, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 23,043 | 1,826 | 0.06% | 0.09% | 700 | -18,597 | -44.66% | Q1 2026 | May 18, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | Reduced | 23,001 | 1,823 | 1.16% | 1.19% | 701 | -25 | -0.11% | Q1 2026 | Apr 17, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 22,958 | 1,819 | 0.21% | 0.21% | 702 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 22,843 | 1,810 | 0.78% | 0.76% | 703 | +442 | 1.97% | Q1 2026 | Apr 20, 2026 |
| Aries Wealth Management | History | Reduced | 22,687 | 1,798 | 0.4% | 0.41% | 704 | -500 | -2.16% | Q1 2026 | May 14, 2026 |
| Alta Wealth Advisors LLC | History | Reduced | 22,668 | 1,796 | 0.58% | 0.61% | 705 | -188 | -0.82% | Q1 2026 | May 04, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 22,400 | 1,775 | 0.41% | 0.41% | 706 | +545 | 2.49% | Q1 2026 | May 06, 2026 |
| PKS Advisory Services, LLC | History | Added to | 21,722 | 1,768 | 0.41% | 0.38% | 707 | +645 | 3.06% | Q1 2026 | May 13, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 22,183 | 1,758 | 0.18% | 0.19% | 708 | -1,098 | -4.72% | Q1 2026 | May 07, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 21,974 | 1,741 | 0.0% | 0.0% | 709 | +7,095 | 47.68% | Q1 2026 | May 15, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 21,830 | 1,730 | 0.2% | 0.22% | 710 | +148 | 0.68% | Q1 2026 | May 08, 2026 |
| Good Harbor Advisors, Inc. | History | Reduced | 21,778 | 1,726 | 1.88% | 2.08% | 711 | -618 | -2.76% | Q1 2026 | May 05, 2026 |
| SEEDS INVESTOR LLC | History | New | 21,680 | 1,721 | 0.23% | — | 712 | +21,680 | New | Q1 2026 | May 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 21,568 | 1,709 | 0.02% | 0.02% | 713 | +384 | 1.81% | Q1 2026 | May 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 21,344 | 1,691 | 0.06% | 0.04% | 714 | -1,397 | -6.14% | Q1 2026 | Apr 23, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 21,259 | 1,685 | 0.48% | 0.39% | 715 | +3,034 | 16.65% | Q1 2026 | Apr 16, 2026 |
| Vontobel Holding Ltd. | History | Added to | 21,242 | 1,683 | 0.01% | 0.0% | 717 | +2,434 | 12.94% | Q1 2026 | May 08, 2026 |
| SCS Capital Management LLC | History | No change | 21,234 | 1,683 | 0.02% | 0.02% | 716 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PROSPERITY BANCSHARES INC | History | Reduced | 20,933 | 1,659 | 1.33% | 1.99% | 718 | -6,679 | -24.19% | Q1 2026 | May 12, 2026 |
| Bakala Capital LLC | History | Added to | 20,903 | 1,656 | 7.96% | 7.82% | 719 | +149 | 0.72% | Q1 2026 | May 14, 2026 |
| Friedenthal Financial | History | Added to | 20,840 | 1,651 | 0.83% | 0.82% | 720 | +847 | 4.24% | Q1 2026 | Apr 20, 2026 |
| PDS Planning, Inc | History | Added to | 20,637 | 1,635 | 0.11% | 0.09% | 721 | +3,069 | 17.47% | Q1 2026 | Apr 21, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 20,474 | 1,622 | 0.13% | 0.12% | 722 | +56 | 0.27% | Q1 2026 | Apr 06, 2026 |
| BESSEMER GROUP INC | History | Added to | 20,419 | 1,619 | 0.0% | 0.0% | 723 | +12,927 | 172.54% | Q1 2026 | May 06, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 20,314 | 1,610 | 0.15% | 0.14% | 724 | +2,361 | 13.15% | Q1 2026 | Apr 23, 2026 |
| Stonekeep Investments, LLC | History | Reduced | 20,145 | 1,596 | 1.03% | 1.13% | 725 | -2,007 | -9.06% | Q1 2026 | Apr 07, 2026 |
| Clearview Wealth Management LLC | History | New | 20,099 | 1,593 | 1.13% | — | 726 | +20,099 | New | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 19,753 | 1,565 | 0.0% | — | 727 | +19,753 | New | Q1 2026 | May 13, 2026 |
| Sovereign Investment Advisors, LLC | History | No change | 19,667 | 1,559 | 0.33% | 0.39% | 728 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 19,540 | 1,557 | 0.49% | 0.49% | 729 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CVA Family Office, LLC | History | Reduced | 19,608 | 1,554 | 0.16% | 0.19% | 730 | -919 | -4.48% | Q1 2026 | Apr 29, 2026 |
| Elite Financial, Inc. | History | Added to | 19,360 | 1,534 | 0.69% | 0.65% | 731 | +1,500 | 8.4% | Q1 2026 | May 12, 2026 |
| Exchange Bank | History | Added to | 19,302 | 1,530 | 1.06% | 0.96% | 732 | +1,875 | 10.76% | Q1 2026 | Apr 08, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 19,268 | 1,527 | 0.01% | 0.01% | 734 | -19,681 | -50.53% | Q1 2026 | Apr 29, 2026 |
| SageView Advisory Group, LLC | History | No change | 19,159 | 1,527 | 0.05% | 0.05% | 733 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ramiah Investment Group | History | Added to | 19,244 | 1,525 | 1.53% | 1.48% | 735 | +249 | 1.31% | Q1 2026 | Apr 21, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 19,125 | 1,516 | 0.29% | 0.3% | 736 | -125 | -0.65% | Q1 2026 | May 12, 2026 |
| Powell Investment Advisors, LLC | History | No change | 19,085 | 1,512 | 0.52% | 0.52% | 737 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 19,031 | 1,508 | 0.1% | 0.1% | 738 | +825 | 4.53% | Q1 2026 | May 05, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 18,953 | 1,502 | 0.03% | 0.05% | 740 | +6,167 | 48.23% | Q1 2026 | Apr 27, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 18,956 | 1,502 | 0.55% | 0.55% | 739 | -51 | -0.27% | Q1 2026 | Apr 30, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 18,859 | 1,494 | 0.07% | 0.08% | 741 | -884 | -4.48% | Q1 2026 | May 07, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 18,811 | 1,491 | 0.26% | 0.06% | 742 | +14,316 | 318.49% | Q1 2026 | May 12, 2026 |
| Bauman Advisory Group, LLC | History | Added to | 18,788 | 1,489 | 1.04% | 0.92% | 743 | +4,408 | 30.65% | Q1 2026 | May 06, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 18,775 | 1,488 | 0.16% | 0.17% | 744 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 18,745 | 1,485 | 0.58% | 0.57% | 745 | +2 | 0.01% | Q1 2026 | Apr 29, 2026 |
| First County Bank /CT/ | History | No change | 18,635 | 1,477 | 0.79% | 0.78% | 746 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 18,536 | 1,477 | 0.14% | 0.13% | 747 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 18,620 | 1,476 | 0.05% | 0.05% | 748 | +751 | 4.2% | Q1 2026 | May 11, 2026 |
| Simplicity Wealth,LLC | History | Added to | 18,504 | 1,466 | 0.08% | 0.09% | 749 | +198 | 1.08% | Q1 2026 | Apr 30, 2026 |
| Cypress Capital, LLC | History | Added to | 18,395 | 1,458 | 0.41% | 0.41% | 751 | +124 | 0.68% | Q1 2026 | Apr 28, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 18,399 | 1,458 | 0.09% | 0.09% | 750 | +111 | 0.61% | Q1 2026 | May 06, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 18,370 | 1,456 | 0.36% | 0.37% | 752 | -348 | -1.86% | Q1 2026 | Apr 17, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 18,339 | 1,453 | 0.21% | 0.21% | 753 | -469 | -2.49% | Q1 2026 | May 07, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 18,264 | 1,447 | 0.25% | 0.24% | 754 | +976 | 5.65% | Q1 2026 | May 12, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 18,248 | 1,446 | 0.11% | 0.11% | 755 | +215 | 1.19% | Q1 2026 | Apr 20, 2026 |
| MFA Wealth Services | History | Added to | 18,232 | 1,445 | 0.96% | 0.96% | 756 | +341 | 1.91% | Q1 2026 | Apr 21, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 18,207 | 1,443 | 0.03% | 0.04% | 757 | -4,367 | -19.35% | Q1 2026 | Apr 14, 2026 |
| Clarity Wealth Development LLC | History | Added to | 18,152 | 1,438 | 1.17% | 1.2% | 758 | +342 | 1.92% | Q1 2026 | Apr 22, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 17,907 | 1,419 | 0.93% | 0.93% | 759 | +207 | 1.17% | Q1 2026 | May 07, 2026 |
| Krilogy Financial LLC | History | Reduced | 17,870 | 1,417 | 0.05% | 0.05% | 760 | -286 | -1.58% | Q1 2026 | Apr 17, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 17,758 | 1,407 | 0.13% | 0.09% | 761 | +8,226 | 86.3% | Q1 2026 | May 12, 2026 |
| Independence Bank of Kentucky | History | No change | 17,635 | 1,397 | 0.18% | 0.17% | 762 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Berkshire Money Management, Inc. | History | Reduced | 17,620 | 1,396 | 0.14% | 0.14% | 763 | -893 | -4.82% | Q1 2026 | Apr 21, 2026 |
| Round Rock Advisors LLC | History | Reduced | 17,615 | 1,396 | 0.21% | 0.22% | 764 | -498 | -2.75% | Q1 2026 | May 15, 2026 |
| IBEX WEALTH ADVISORS | History | Reduced | 17,567 | 1,392 | 0.13% | 0.3% | 765 | -20,340 | -53.66% | Q1 2026 | Apr 30, 2026 |
| SRH ADVISORS, LLC | History | Added to | 17,485 | 1,386 | 0.4% | 0.28% | 766 | +5,249 | 42.9% | Q1 2026 | Apr 29, 2026 |
| BHK Investment Advisors, LLC | History | No change | 17,444 | 1,382 | 0.46% | 0.46% | 767 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 17,388 | 1,378 | 0.12% | 0.12% | 768 | -67 | -0.38% | Q1 2026 | Apr 20, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 17,353 | 1,375 | 0.04% | 0.03% | 769 | +4,940 | 39.8% | Q1 2026 | Apr 29, 2026 |
| CURIO WEALTH, LLC | History | Added to | 17,070 | 1,353 | 0.46% | 0.4% | 770 | +2,791 | 19.55% | Q1 2026 | May 11, 2026 |
| Bare Financial Services, Inc | History | Added to | 17,033 | 1,350 | 0.36% | 0.22% | 771 | +7,143 | 72.22% | Q1 2026 | May 14, 2026 |
| Nabity-Jensen Investment Management Inc | History | Added to | 16,904 | 1,340 | 0.93% | 0.9% | 772 | +245 | 1.47% | Q1 2026 | Apr 21, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 16,854 | 1,336 | 0.1% | 0.1% | 774 | -3,738 | -18.15% | Q1 2026 | May 20, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 16,857 | 1,336 | 0.02% | 0.01% | 773 | +459 | 2.8% | Q1 2026 | May 05, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 16,864 | 1,336 | 0.26% | 0.26% | 775 | -414 | -2.4% | Q1 2026 | Apr 16, 2026 |
| Fullerton Advisors, LLC | History | Added to | 16,859 | 1,336 | 1.38% | 1.34% | 776 | +7 | 0.04% | Q1 2026 | Apr 21, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 16,823 | 1,333 | 0.09% | 0.18% | 777 | +967 | 6.1% | Q1 2026 | May 15, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 16,774 | 1,329 | 0.56% | 0.45% | 778 | +3,412 | 25.54% | Q1 2026 | Apr 29, 2026 |
| FWG Holdings, LLC | History | Added to | 16,722 | 1,321 | 0.5% | 0.23% | 779 | +10,173 | 155.34% | Q1 2026 | Apr 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 16,580 | 1,314 | 0.0% | 0.0% | 780 | +161 | 0.98% | Q1 2026 | May 14, 2026 |
| EASTERN BANK | History | Added to | 16,576 | 1,313 | 0.02% | 0.02% | 781 | +186 | 1.13% | Q1 2026 | Apr 07, 2026 |
| Creegan & Nassoura Financial Group, LLC | History | No change | 16,320 | 1,301 | 0.85% | 0.85% | 782 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 16,385 | 1,298 | 0.21% | 0.29% | 783 | -3,433 | -17.32% | Q1 2026 | Apr 17, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 16,348 | 1,295 | 0.19% | 0.19% | 784 | -519 | -3.08% | Q1 2026 | Apr 20, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 16,328 | 1,294 | 0.39% | 0.26% | 785 | +5,935 | 57.11% | Q1 2026 | Apr 06, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 16,270 | 1,289 | 0.12% | 0.12% | 786 | +498 | 3.16% | Q1 2026 | Apr 10, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 16,250 | 1,288 | 0.1% | 0.09% | 787 | +992 | 6.5% | Q1 2026 | May 04, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 16,190 | 1,283 | 0.07% | 0.07% | 788 | +18 | 0.11% | Q1 2026 | May 15, 2026 |
| Fortis Capital Management LLC | History | Reduced | 16,156 | 1,280 | 0.13% | 0.19% | 789 | -1,578 | -8.9% | Q1 2026 | May 11, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 16,034 | 1,278 | 0.1% | 0.1% | 790 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Rothschild Capital Partners, LLC | History | Added to | 16,094 | 1,275 | 0.31% | 0.24% | 791 | +3,025 | 23.15% | Q1 2026 | May 15, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 16,077 | 1,274 | 0.68% | 0.7% | 792 | +97 | 0.61% | Q1 2026 | Apr 24, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 16,038 | 1,271 | 0.08% | 0.09% | 793 | -1,135 | -6.61% | Q1 2026 | May 05, 2026 |
| Alteri Wealth LLC | History | Added to | 15,956 | 1,264 | 0.41% | 0.34% | 794 | +2,604 | 19.5% | Q1 2026 | May 06, 2026 |
| Brookstone Capital Management | History | Reduced | 15,837 | 1,255 | 0.01% | 0.01% | 795 | -175 | -1.09% | Q1 2026 | Apr 16, 2026 |
| US BANCORP \DE\ | History | Reduced | 15,755 | 1,248 | 0.0% | 0.0% | 796 | -8,497 | -35.04% | Q1 2026 | May 14, 2026 |
| Blue Edge Capital, LLC | History | No change | 15,643 | 1,247 | 0.17% | 0.17% | 797 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aegis Wealth Management LLC | History | No change | 15,609 | 1,237 | 0.71% | 0.7% | 798 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CMH Wealth Management LLC | History | New | 15,524 | 1,230 | 0.21% | — | 799 | +15,524 | New | Q1 2026 | Apr 13, 2026 |
| Stelac Advisory Services LLC | History | No change | 15,501 | 1,228 | 0.25% | 0.44% | 800 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 15,443 | 1,224 | 0.09% | 0.08% | 801 | +115 | 0.75% | Q1 2026 | Apr 10, 2026 |
| TritonPoint Partners, LLC | History | New | 14,959 | 1,185 | 0.44% | — | 802 | +14,959 | New | Q1 2026 | Apr 28, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 14,880 | 1,179 | 0.08% | 0.08% | 803 | -1,562 | -9.5% | Q1 2026 | May 21, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 14,832 | 1,175 | 0.17% | 0.19% | 804 | -1,840 | -11.04% | Q1 2026 | Apr 27, 2026 |
| Headlands Technologies LLC | History | New | 14,761 | 1,170 | 0.13% | — | 806 | +14,761 | New | Q1 2026 | May 13, 2026 |
| Creekside Partners | History | Added to | 14,769 | 1,170 | 0.48% | 0.5% | 805 | +31 | 0.21% | Q1 2026 | Apr 21, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 14,774 | 1,166 | 0.07% | 0.07% | 807 | +561 | 3.95% | Q1 2026 | May 14, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 14,706 | 1,165 | 0.34% | 0.34% | 808 | +50 | 0.34% | Q1 2026 | Apr 22, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Added to | 14,698 | 1,164 | 1.1% | 0.82% | 809 | +6,945 | 89.58% | Q1 2026 | May 15, 2026 |
| Tillman Hartley LLC | History | No change | 14,649 | 1,161 | 0.29% | 0.29% | 810 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Northstar Financial Companies, Inc. | History | Added to | 14,552 | 1,153 | 0.92% | 0.88% | 811 | +629 | 4.52% | Q1 2026 | May 05, 2026 |
| Algorithmic Investment Models, LLC | History | Added to | 14,530 | 1,151 | 1.42% | 1.38% | 812 | +489 | 3.48% | Q1 2026 | May 14, 2026 |
| Loudon Investment Management, LLC | History | Added to | 14,474 | 1,147 | 0.62% | 0.53% | 813 | +1,782 | 14.04% | Q1 2026 | May 11, 2026 |
| New Insight Wealth Advisors | History | Reduced | 14,430 | 1,143 | 0.41% | 0.44% | 814 | -885 | -5.78% | Q1 2026 | May 07, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | No change | 14,401 | 1,142 | 0.81% | 0.78% | 815 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BlackRock, Inc. | History | Reduced | 14,375 | 1,139 | 0.0% | 0.0% | 816 | -76,090 | -84.11% | Q1 2026 | May 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 14,274 | 1,131 | 0.04% | 0.04% | 817 | -1 | -0.01% | Q1 2026 | May 14, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Added to | 14,235 | 1,128 | 0.3% | 0.15% | 818 | +6,355 | 80.65% | Q1 2026 | May 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 14,222 | 1,127 | 0.89% | 0.91% | 819 | -130 | -0.91% | Q1 2026 | Apr 21, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | New | 14,153 | 1,125 | 0.51% | — | 822 | +14,153 | New | Q1 2026 | Apr 23, 2026 |
| BFSG, LLC | History | Reduced | 14,192 | 1,125 | 0.11% | 0.12% | 820 | -1,858 | -11.58% | Q1 2026 | Apr 28, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 14,201 | 1,125 | 0.29% | 0.27% | 821 | +92 | 0.65% | Q1 2026 | Apr 17, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 14,150 | 1,121 | 0.09% | 0.26% | 823 | -30,000 | -67.95% | Q1 2026 | May 13, 2026 |
| Crescent Sterling, Ltd. | History | Added to | 14,103 | 1,117 | 1.08% | 0.54% | 825 | +7,527 | 114.46% | Q1 2026 | Apr 07, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 14,098 | 1,117 | 0.02% | 0.01% | 824 | +1,366 | 10.73% | Q1 2026 | May 12, 2026 |
| BANK HAPOALIM BM | History | Reduced | 14,051 | 1,114 | 0.17% | 0.11% | 826 | -2,435 | -14.77% | Q1 2026 | May 04, 2026 |
| SHP Wealth Management | History | Reduced | 14,036 | 1,112 | 0.08% | 0.09% | 827 | -1,081 | -7.15% | Q1 2026 | May 08, 2026 |
| City State Bank | History | Added to | 13,980 | 1,108 | 0.29% | 0.25% | 828 | +2,660 | 23.5% | Q1 2026 | Apr 20, 2026 |
| Grand Central Investment Group | History | Added to | 13,955 | 1,106 | 0.82% | 0.74% | 829 | +1,202 | 9.43% | Q1 2026 | Apr 23, 2026 |
| RoundAngle Advisors LLC | History | Reduced | 13,845 | 1,097 | 0.82% | 0.8% | 830 | -5 | -0.04% | Q1 2026 | Apr 08, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 13,800 | 1,093 | 0.0% | 0.0% | 831 | -500 | -3.5% | Q1 2026 | May 11, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 13,783 | 1,092 | 0.12% | 0.12% | 832 | -83 | -0.6% | Q1 2026 | Apr 23, 2026 |
| Navigate Wealth Management, LLC | History | New | 13,699 | 1,087 | 0.76% | — | 833 | +13,699 | New | Q1 2026 | Apr 27, 2026 |
| Boreal Capital Management LLC | History | Added to | 13,685 | 1,084 | 0.88% | 0.69% | 834 | +2,191 | 19.06% | Q1 2026 | May 14, 2026 |
| VERITY Wealth Advisors | History | Added to | 13,640 | 1,081 | 0.72% | 0.67% | 835 | +22 | 0.16% | Q1 2026 | Apr 09, 2026 |
| WULFF, HANSEN & CO. | History | Reduced | 13,530 | 1,072 | 1.09% | 0.93% | 836 | -415 | -2.98% | Q1 2026 | May 07, 2026 |
| Westmount Partners, LLC | History | Added to | 13,508 | 1,070 | 0.26% | 0.26% | 837 | +364 | 2.77% | Q1 2026 | Apr 16, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 13,460 | 1,067 | 0.23% | 0.24% | 838 | +75 | 0.56% | Q1 2026 | May 13, 2026 |
| GM Advisory Group, LLC | History | Reduced | 13,450 | 1,066 | 0.04% | 0.07% | 839 | -8,050 | -37.44% | Q1 2026 | Apr 28, 2026 |
| Peregrine Asset Advisers, Inc. | History | Added to | 13,434 | 1,064 | 0.29% | 0.3% | 840 | +212 | 1.6% | Q1 2026 | Apr 24, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | No change | 13,399 | 1,062 | 0.11% | 0.12% | 841 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 13,368 | 1,059 | 0.01% | 0.01% | 842 | -122 | -0.9% | Q1 2026 | Apr 21, 2026 |
| Florin Court Capital LLP | History | Reduced | 13,304 | 1,054 | 3.98% | 9.23% | 843 | -69,800 | -83.99% | Q1 2026 | May 06, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Added to | 13,290 | 1,053 | 0.39% | 0.36% | 844 | +501 | 3.92% | Q1 2026 | May 14, 2026 |
| Altus Wealth Group LLC | History | Added to | 13,271 | 1,052 | 0.43% | 0.4% | 847 | +730 | 5.82% | Q1 2026 | Apr 27, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 13,281 | 1,052 | 0.02% | 0.02% | 845 | +498 | 3.9% | Q1 2026 | May 04, 2026 |
| Grandview Asset Management LLC | History | Added to | 13,277 | 1,052 | 0.31% | 0.28% | 846 | +449 | 3.5% | Q1 2026 | May 07, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 13,260 | 1,051 | 0.1% | 0.11% | 848 | -234 | -1.73% | Q1 2026 | May 15, 2026 |
| Summit Global Investments | History | Reduced | 13,253 | 1,051 | 0.06% | 0.06% | 849 | -143 | -1.07% | Q1 2026 | May 07, 2026 |
| AlTi Global, Inc. | History | No change | 13,240 | 1,049 | 0.02% | 0.02% | 850 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Curi Capital, LLC | History | Reduced | 13,116 | 1,039 | 0.02% | 0.02% | 851 | -2,800 | -17.59% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 13,060 | 1,035 | 0.0% | 0.0% | 852 | +496 | 3.95% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 13,053 | 1,034 | 0.05% | 0.03% | 853 | +5,695 | 77.4% | Q1 2026 | Apr 06, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | New | 12,999 | 1,030 | 0.16% | — | 854 | +12,999 | New | Q1 2026 | Apr 16, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 12,983 | 1,029 | 0.17% | 0.18% | 855 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Wharton Business Group, LLC | History | Added to | 12,970 | 1,028 | 0.04% | 0.03% | 856 | +2,965 | 29.64% | Q1 2026 | May 07, 2026 |
| Sage Capital Advisors,llc | History | Added to | 12,934 | 1,025 | 0.24% | 0.25% | 857 | +2 | 0.02% | Q1 2026 | Apr 07, 2026 |
| Investment Management Trust, LLC | History | New | 12,918 | 1,023 | 1.0% | — | 858 | +12,918 | New | Q1 2026 | Apr 24, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 12,882 | 1,021 | 0.07% | 0.06% | 859 | +834 | 6.92% | Q1 2026 | Apr 29, 2026 |
| Quartz Partners, LLC | History | Reduced | 12,736 | 1,009 | 0.39% | 0.39% | 860 | -567 | -4.26% | Q1 2026 | May 05, 2026 |
| Advisory Alpha, LLC | History | Added to | 12,714 | 1,007 | 0.03% | 0.02% | 861 | +3,408 | 36.62% | Q1 2026 | May 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 12,628 | 1,001 | 0.17% | 0.26% | 862 | -6,568 | -34.22% | Q1 2026 | Apr 21, 2026 |
| Cascades Capital Asset Management, LLC | History | Added to | 12,581 | 997 | 0.42% | 0.35% | 863 | +2,113 | 20.19% | Q1 2026 | May 15, 2026 |
| Essex Bank | History | Added to | 12,429 | 985 | 0.22% | 0.18% | 864 | +2,211 | 21.64% | Q1 2026 | Apr 17, 2026 |
| Ballast Financial Advisors LLC | History | Added to | 12,329 | 977 | 1.0% | 1.0% | 865 | +200 | 1.65% | Q1 2026 | May 13, 2026 |
| RCW Management, LLC | History | Added to | 12,287 | 974 | 1.0% | 0.95% | 867 | +481 | 4.07% | Q1 2026 | Apr 15, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 12,298 | 974 | 0.22% | 0.24% | 866 | -336 | -2.66% | Q1 2026 | Apr 21, 2026 |
| BluePrint Investing LLC | History | Added to | 12,216 | 968 | 0.77% | 0.72% | 868 | +821 | 7.2% | Q1 2026 | Apr 22, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 12,181 | 965 | 0.0% | 0.0% | 869 | -2,710 | -18.2% | Q1 2026 | May 13, 2026 |
| Winch Advisory Services, LLC | History | Added to | 12,174 | 965 | 0.22% | 0.21% | 870 | +75 | 0.62% | Q1 2026 | Apr 30, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 12,158 | 963 | 0.08% | 0.12% | 871 | -6,039 | -33.19% | Q1 2026 | May 13, 2026 |
| Atlas Brown,Inc. | History | Reduced | 12,142 | 962 | 0.29% | 0.29% | 872 | -126 | -1.03% | Q1 2026 | Apr 17, 2026 |
| HT Partners LLC | History | Added to | 12,134 | 961 | 0.29% | 0.29% | 873 | +96 | 0.8% | Q1 2026 | Apr 10, 2026 |
| LifePlan Financial, LLC | History | Reduced | 12,060 | 955 | 0.71% | 0.76% | 874 | -443 | -3.54% | Q1 2026 | Apr 14, 2026 |
| Factorial Partners, LLC | History | Reduced | 12,000 | 951 | 0.69% | 1.24% | 875 | -11,500 | -48.94% | Q1 2026 | May 13, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Reduced | 11,956 | 947 | 0.2% | 0.35% | 876 | -8,219 | -40.74% | Q1 2026 | Apr 10, 2026 |
| SHAYNE & JACOBS, LLC | History | Reduced | 11,922 | 945 | 0.29% | 0.29% | 877 | -163 | -1.35% | Q1 2026 | Apr 28, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 11,884 | 944 | 0.04% | 0.06% | 878 | -5,638 | -32.18% | Q1 2026 | Apr 24, 2026 |
| Obermeyer Wealth Partners | History | No change | 11,825 | 937 | 0.04% | 0.04% | 879 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Shelter Mutual Insurance Co | History | No change | 11,762 | 932 | 0.21% | 0.21% | 880 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NOVEM GROUP | History | Reduced | 11,746 | 931 | 0.11% | 0.11% | 881 | -190 | -1.59% | Q1 2026 | Apr 10, 2026 |
| Ridgeline Wealth Planning, LLC | History | Reduced | 11,726 | 929 | 0.68% | 0.71% | 882 | -779 | -6.23% | Q1 2026 | May 05, 2026 |
| Pictet North America Advisors SA | History | Added to | 11,715 | 928 | 0.09% | 0.08% | 883 | +1,445 | 14.07% | Q1 2026 | Apr 14, 2026 |
| HRT FINANCIAL LP | History | Reduced | 11,625 | 921 | 0.0% | 0.08% | 884 | -297,637 | -96.24% | Q1 2026 | May 14, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 11,625 | 921 | 0.12% | 0.12% | 885 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 11,567 | 916 | 0.01% | 0.02% | 886 | +763 | 7.06% | Q1 2026 | May 18, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 11,554 | 915 | 0.02% | 0.02% | 887 | -740 | -6.02% | Q1 2026 | Apr 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 11,549 | 914 | 0.02% | 0.02% | 888 | +7,199 | 165.49% | Q1 2026 | May 01, 2026 |
| Pines Wealth Management, LLC | History | Added to | 11,314 | 896 | 0.29% | 0.22% | 889 | +2,883 | 34.2% | Q1 2026 | Apr 08, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 11,243 | 889 | 0.03% | 0.03% | 890 | -3,071 | -21.45% | Q1 2026 | Apr 08, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 11,139 | 882 | 0.26% | 0.22% | 891 | +1,871 | 20.19% | Q1 2026 | May 05, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Added to | 11,073 | 877 | 0.14% | 0.14% | 892 | +180 | 1.65% | Q1 2026 | May 15, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 11,026 | 874 | 0.11% | 0.11% | 893 | -198 | -1.76% | Q1 2026 | May 08, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 11,017 | 873 | 0.01% | 0.01% | 894 | +1,351 | 13.98% | Q1 2026 | May 08, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 11,003 | 872 | 0.15% | 0.17% | 895 | -1,056 | -8.76% | Q1 2026 | Apr 17, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 10,993 | 871 | 0.39% | 0.38% | 896 | -578 | -5.0% | Q1 2026 | May 15, 2026 |
| L. Roy Papp & Associates, LLP | History | Reduced | 10,975 | 869 | 0.1% | 0.1% | 897 | -925 | -7.77% | Q1 2026 | Apr 14, 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC | History | New | 10,960 | 868 | 0.62% | — | 898 | +10,960 | New | Q1 2026 | May 08, 2026 |
| Gridiron Partners, LLC | History | Added to | 10,961 | 865 | 0.53% | 0.45% | 899 | +1,090 | 11.04% | Q1 2026 | Apr 13, 2026 |
| TMB Capital Partners, LLC | History | Added to | 10,905 | 864 | 0.29% | 0.28% | 900 | +543 | 5.24% | Q1 2026 | May 08, 2026 |
| Excelsior Advisor Network LLC | History | New | 10,850 | 860 | 0.33% | — | 901 | +10,850 | New | Q1 2026 | May 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 10,829 | 858 | 0.07% | 0.09% | 902 | -3,705 | -25.49% | Q1 2026 | May 13, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Added to | 10,803 | 856 | 0.03% | 0.02% | 903 | +4,612 | 74.5% | Q1 2026 | Apr 24, 2026 |
| Compound Planning, Inc. | History | Added to | 10,796 | 855 | 0.03% | 0.02% | 904 | +362 | 3.47% | Q1 2026 | May 14, 2026 |
| Prosperity Planning, Inc. | History | Added to | 10,780 | 854 | 0.22% | 0.22% | 905 | +117 | 1.1% | Q1 2026 | Apr 10, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 10,754 | 852 | 0.42% | 0.43% | 906 | +2 | 0.02% | Q1 2026 | May 15, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 10,712 | 849 | 0.1% | 0.1% | 907 | -390 | -3.51% | Q1 2026 | Apr 17, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 10,677 | 846 | 0.05% | 0.03% | 908 | +4,558 | 74.49% | Q1 2026 | Apr 09, 2026 |
| Pallas Capital Advisors LLC | History | No change | 10,665 | 845 | 0.03% | 0.03% | 909 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Meredith Wealth Planning | History | Reduced | 10,563 | 837 | 0.23% | 0.28% | 910 | -1,222 | -10.37% | Q1 2026 | Apr 27, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 10,525 | 834 | 0.04% | 0.04% | 911 | +266 | 2.59% | Q1 2026 | Apr 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 10,451 | 833 | 0.04% | 0.04% | 912 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ANB BANK | History | Added to | 10,460 | 829 | 0.34% | 0.28% | 913 | +1,725 | 19.75% | Q1 2026 | May 06, 2026 |
| Midwest Trust Co | History | Added to | 10,457 | 828 | 0.01% | 0.01% | 914 | +2,636 | 33.7% | Q1 2026 | May 01, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 10,442 | 827 | 0.23% | 0.27% | 915 | -1,466 | -12.31% | Q1 2026 | May 07, 2026 |
| Orin Green Financial, LLC | History | Added to | 10,407 | 824 | 0.34% | 0.33% | 917 | +6 | 0.06% | Q1 2026 | Apr 29, 2026 |
| IPG Investment Advisors LLC | History | No change | 10,400 | 824 | 0.14% | 0.15% | 916 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Eagle Bay Advisors LLC | History | Added to | 10,368 | 821 | 0.72% | 0.6% | 918 | +78 | 0.76% | Q1 2026 | Apr 24, 2026 |
| Prospera Capital Management, LLC | History | Added to | 10,327 | 817 | 0.41% | 0.2% | 919 | +5,386 | 109.01% | Q1 2026 | Apr 08, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Reduced | 10,170 | 806 | 0.5% | 0.48% | 920 | -56 | -0.55% | Q1 2026 | May 13, 2026 |
| WEALTH EFFECTS LLC | History | No change | 10,120 | 802 | 0.28% | 0.25% | 921 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Van Diest Capital, LLC | History | Added to | 10,060 | 797 | 0.63% | 0.46% | 922 | +6,171 | 158.68% | Q1 2026 | May 15, 2026 |
| Zuckerman Investment Group, LLC | History | Reduced | 10,039 | 795 | 0.07% | 0.07% | 923 | -11 | -0.11% | Q1 2026 | May 15, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 10,020 | 794 | 0.15% | 0.15% | 924 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 10,003 | 793 | 0.02% | 0.02% | 925 | +726 | 7.83% | Q1 2026 | May 15, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | New | 10,000 | 792 | 0.03% | — | 926 | +10,000 | New | Q1 2026 | May 15, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 9,989 | 791 | 0.14% | 0.15% | 927 | -197 | -1.93% | Q1 2026 | Apr 30, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Added to | 9,905 | 785 | 0.36% | 0.31% | 928 | +1,250 | 14.44% | Q1 2026 | Apr 13, 2026 |
| Heritage Trust Co | History | Added to | 9,893 | 784 | 0.08% | 0.07% | 929 | +1,480 | 17.59% | Q1 2026 | May 13, 2026 |
| CENTRAL TRUST Co | History | Reduced | 9,856 | 781 | 0.02% | 0.02% | 930 | -290 | -2.86% | Q1 2026 | Apr 17, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 9,783 | 775 | 0.02% | 0.03% | 931 | -567 | -5.48% | Q1 2026 | May 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 9,597 | 760 | 0.12% | 0.06% | 932 | +3,813 | 65.92% | Q1 2026 | May 15, 2026 |
| Bank of New Hampshire | History | Added to | 9,552 | 757 | 0.17% | 0.16% | 933 | +667 | 7.51% | Q1 2026 | Apr 13, 2026 |
| Summa Corp. | History | No change | 9,500 | 753 | 0.31% | 0.32% | 934 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Added to | 9,499 | 752 | 0.13% | 0.12% | 935 | +829 | 9.56% | Q1 2026 | Apr 08, 2026 |
| GDS Wealth Management | History | Added to | 9,493 | 752 | 0.05% | 0.05% | 936 | +35 | 0.37% | Q1 2026 | Apr 27, 2026 |
| PFG Advisors | History | Added to | 9,461 | 749 | 0.04% | 0.03% | 937 | +965 | 11.36% | Q1 2026 | May 05, 2026 |
| Cooper Financial Group | History | Added to | 9,404 | 745 | 0.08% | 0.08% | 938 | +64 | 0.69% | Q1 2026 | Apr 07, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 9,395 | 744 | 0.08% | 0.09% | 939 | -864 | -8.42% | Q1 2026 | May 06, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 9,349 | 741 | 0.18% | 0.19% | 940 | -407 | -4.17% | Q1 2026 | May 01, 2026 |
| Oakmont Advisory Group, LLC | History | Reduced | 9,323 | 739 | 0.75% | 1.07% | 941 | -3,302 | -26.15% | Q1 2026 | May 12, 2026 |
| WJ Financial Advisors LLC | History | Reduced | 9,315 | 738 | 0.6% | 0.68% | 942 | -210 | -2.2% | Q1 2026 | May 04, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 9,305 | 737 | 0.05% | 0.04% | 943 | +617 | 7.1% | Q1 2026 | May 15, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 9,285 | 736 | 0.19% | 0.17% | 944 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WFA of San Diego, LLC | History | Added to | 9,188 | 728 | 0.58% | 0.53% | 945 | +118 | 1.3% | Q1 2026 | May 11, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 9,182 | 727 | 0.04% | 0.04% | 946 | +1,334 | 17.0% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Reduced | 9,166 | 726 | 0.02% | 0.02% | 947 | -477 | -4.95% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 9,134 | 721 | 0.01% | 0.02% | 948 | -1,802 | -16.48% | Q1 2026 | Apr 28, 2026 |
| ARWA LLC | History | Reduced | 9,099 | 721 | 0.36% | 0.46% | 950 | -740 | -7.52% | Q1 2026 | Apr 13, 2026 |
| Caldwell Trust Co | History | Reduced | 9,108 | 721 | 0.06% | 0.07% | 949 | -251 | -2.68% | Q1 2026 | Apr 22, 2026 |
| Caitlin John, LLC | History | Reduced | 9,073 | 719 | 0.43% | 0.47% | 951 | -12 | -0.13% | Q1 2026 | May 13, 2026 |
| Miller Capital Partners, Inc. | History | Added to | 9,060 | 718 | 0.35% | 0.36% | 952 | +20 | 0.22% | Q1 2026 | May 14, 2026 |
| Vantage Financial Partners, LLC | History | No change | 8,974 | 715 | 0.15% | 0.15% | 953 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 8,957 | 710 | 0.0% | — | 954 | +8,957 | New | Q1 2026 | May 15, 2026 |
| Centurion Wealth Management LLC | History | Added to | 8,952 | 709 | 0.16% | 0.16% | 955 | +17 | 0.19% | Q1 2026 | Apr 10, 2026 |
| ProVise Management Group, LLC | History | Reduced | 8,889 | 704 | 0.05% | 0.05% | 956 | -450 | -4.82% | Q1 2026 | May 06, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 8,864 | 703 | 0.02% | 0.02% | 957 | -51 | -0.57% | Q1 2026 | Apr 21, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 8,823 | 699 | 0.0% | 0.0% | 958 | -42 | -0.47% | Q1 2026 | May 14, 2026 |
| Claris Financial LLC | History | Reduced | 8,797 | 697 | 0.38% | 0.38% | 959 | -80 | -0.9% | Q1 2026 | May 18, 2026 |
| Lauer Wealth, LLC | History | New | 8,793 | 696 | 0.55% | — | 960 | +8,793 | New | Q1 2026 | Apr 13, 2026 |
| Balboa Wealth Partners | History | Reduced | 8,711 | 690 | 0.12% | 0.12% | 961 | -124 | -1.4% | Q1 2026 | Apr 16, 2026 |
| UMB Bank, n.a. | History | Reduced | 8,689 | 688 | 0.01% | 0.01% | 962 | -816 | -8.58% | Q1 2026 | May 11, 2026 |
| F/m Investments LLC | History | No change | 8,671 | 687 | 0.05% | 0.03% | 963 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 8,584 | 680 | 0.02% | 0.02% | 964 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 8,530 | 676 | 0.01% | 0.0% | 965 | +3,685 | 76.06% | Q1 2026 | May 15, 2026 |
| FC Advisory LLC | History | Added to | 8,523 | 675 | 0.2% | 0.19% | 966 | +224 | 2.7% | Q1 2026 | Apr 14, 2026 |
| ATWOOD & PALMER INC | History | No change | 8,500 | 673 | 0.04% | 0.04% | 967 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Reduced | 8,478 | 672 | 0.31% | 0.33% | 968 | -330 | -3.75% | Q1 2026 | May 14, 2026 |
| REDW Wealth LLC | History | Reduced | 8,420 | 667 | 0.27% | 0.26% | 969 | -288 | -3.31% | Q1 2026 | May 07, 2026 |
| Empirical Asset Management, LLC | History | Added to | 8,413 | 666 | 0.18% | 0.19% | 970 | +47 | 0.56% | Q1 2026 | May 11, 2026 |
| Iron Gate Global Advisors LLC | History | Added to | 8,338 | 660 | 0.07% | 0.06% | 971 | +471 | 5.99% | Q1 2026 | May 15, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 8,238 | 653 | 0.22% | 0.22% | 972 | +34 | 0.41% | Q1 2026 | May 04, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 8,221 | 651 | 0.01% | 0.01% | 973 | -195 | -2.32% | Q1 2026 | Apr 22, 2026 |
| Weaver Consulting Group | History | Added to | 8,212 | 650 | 0.15% | 0.16% | 974 | +4 | 0.05% | Q1 2026 | May 15, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | Added to | 8,193 | 649 | 0.18% | 0.16% | 975 | +558 | 7.31% | Q1 2026 | May 08, 2026 |
| FDx Advisors, Inc. | History | New | 8,094 | 642 | 0.2% | — | 977 | +8,094 | New | Q1 2026 | May 01, 2026 |
| Berger Financial Group, Inc | History | Reduced | 8,110 | 642 | 0.04% | 0.04% | 976 | -202 | -2.43% | Q1 2026 | Apr 28, 2026 |
| Monetary Solutions, Ltd | History | Added to | 8,029 | 636 | 0.61% | 0.63% | 978 | +8 | 0.1% | Q1 2026 | May 01, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Added to | 8,021 | 635 | 0.55% | 0.54% | 979 | +287 | 3.71% | Q1 2026 | Apr 21, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 7,982 | 632 | 0.03% | 0.03% | 980 | +204 | 2.62% | Q1 2026 | Apr 30, 2026 |
| Csenge Advisory Group | History | Added to | 7,798 | 618 | 0.03% | 0.03% | 982 | +800 | 11.43% | Q1 2026 | Apr 30, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 7,798 | 618 | 0.35% | 0.32% | 983 | +713 | 10.06% | Q1 2026 | May 01, 2026 |
| Garner Asset Management Corp | History | Reduced | 7,800 | 618 | 0.24% | 0.24% | 981 | -200 | -2.5% | Q1 2026 | Apr 28, 2026 |
| Seven Post Investment Office LP | History | Reduced | 7,774 | 616 | 0.2% | 0.26% | 984 | -1,481 | -16.0% | Q1 2026 | May 13, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 7,772 | 616 | 0.21% | 0.21% | 985 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 7,718 | 611 | 0.09% | 0.09% | 986 | -368 | -4.55% | Q1 2026 | Apr 15, 2026 |
| ArchPoint Investors | History | No change | 7,700 | 610 | 0.15% | 0.15% | 987 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Keener Financial Planning LLC | History | Reduced | 7,690 | 609 | 0.26% | 0.3% | 988 | -916 | -10.64% | Q1 2026 | May 01, 2026 |
| Quadrature Capital Ltd | History | New | 7,638 | 605 | 0.01% | — | 989 | +7,638 | New | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 7,629 | 604 | 0.0% | 0.0% | 990 | -4,765 | -38.45% | Q1 2026 | Apr 30, 2026 |
| Uncommon Cents Investing LLC | History | Added to | 7,614 | 603 | 0.14% | 0.13% | 991 | +1,065 | 16.26% | Q1 2026 | Apr 15, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 7,617 | 603 | 0.45% | 0.44% | 992 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| AMG National Trust Bank | History | New | 7,599 | 602 | 0.01% | — | 995 | +7,599 | New | Q1 2026 | May 04, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 7,602 | 602 | 0.03% | 0.04% | 993 | -720 | -8.65% | Q1 2026 | Apr 29, 2026 |
| REICON WEALTH ADVISORS, LLC | History | No change | 7,595 | 602 | 0.46% | 0.44% | 994 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 7,573 | 600 | 0.28% | 0.28% | 996 | +30 | 0.4% | Q1 2026 | Apr 15, 2026 |
| Pillar Financial Advisors, LLC | History | Added to | 7,549 | 598 | 0.35% | 0.36% | 997 | +9 | 0.12% | Q1 2026 | May 07, 2026 |
| Causey Wealth LLC | History | Added to | 7,532 | 597 | 0.25% | 0.18% | 999 | +3,016 | 66.78% | Q1 2026 | May 12, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 7,538 | 597 | 0.22% | 0.18% | 998 | +1,171 | 18.39% | Q1 2026 | May 08, 2026 |
| Saxony Capital Management, LLC | History | Added to | 7,521 | 596 | 0.35% | 0.22% | 1000 | +2,960 | 64.9% | Q1 2026 | Apr 24, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 7,437 | 592 | 0.12% | 0.12% | 1001 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Added to | 7,442 | 589 | 0.43% | 0.31% | 1003 | +2,157 | 40.81% | Q1 2026 | Apr 22, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 7,437 | 589 | 0.1% | 0.1% | 1002 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 7,360 | 583 | 0.03% | 0.03% | 1004 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 7,346 | 582 | 0.11% | 0.11% | 1005 | -173 | -2.3% | Q1 2026 | Apr 29, 2026 |
| Norris Financial Group, LLC | History | No change | 7,325 | 580 | 0.19% | 0.2% | 1006 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 7,314 | 579 | 0.2% | 0.35% | 1008 | -5,361 | -42.3% | Q1 2026 | Apr 08, 2026 |
| NWAM LLC | History | Reduced | 7,308 | 579 | 0.03% | 0.04% | 1007 | -1,608 | -18.03% | Q1 2026 | May 04, 2026 |
| Wallington Asset Management, LLC | History | Reduced | 7,265 | 575 | 0.08% | 0.08% | 1009 | -630 | -7.98% | Q1 2026 | Apr 22, 2026 |
| Objectivity Squared, LLC | History | Added to | 7,249 | 574 | 0.36% | 0.3% | 1010 | +567 | 8.49% | Q1 2026 | May 13, 2026 |
| Y.D. More Investments Ltd | History | Added to | 7,193 | 569 | 0.02% | 0.02% | 1011 | +1,070 | 17.48% | Q1 2026 | May 04, 2026 |
| ForthRight Wealth Management, LLC | History | Added to | 7,163 | 567 | 0.16% | 0.16% | 1012 | +51 | 0.72% | Q1 2026 | May 12, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 7,146 | 566 | 0.15% | 0.16% | 1013 | +138 | 1.97% | Q1 2026 | May 05, 2026 |
| Banco Santander, S.A. | History | Added to | 7,139 | 565 | 0.0% | 0.0% | 1014 | +3,811 | 114.51% | Q1 2026 | May 08, 2026 |
| Alaethes Wealth, LLC | History | No change | 7,052 | 559 | 0.16% | 0.16% | 1015 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 7,039 | 557 | 0.02% | 0.02% | 1016 | +849 | 13.72% | Q1 2026 | May 15, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | No change | 7,000 | 554 | 0.46% | 0.47% | 1017 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WMS Group LLC | History | No change | 7,000 | 554 | 0.81% | 0.71% | 1018 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Woodside Wealth Management LLC | History | Reduced | 6,889 | 546 | 0.43% | 0.49% | 1019 | -1,435 | -17.24% | Q1 2026 | Apr 13, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 6,881 | 545 | 0.11% | 0.15% | 1021 | -2,315 | -25.17% | Q1 2026 | May 14, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 6,888 | 545 | 0.04% | 0.04% | 1020 | +367 | 5.63% | Q1 2026 | Apr 22, 2026 |
| London & Capital Asset Management Ltd | History | Reduced | 6,808 | 539 | 0.01% | 0.02% | 1022 | -17,595 | -72.1% | Q1 2026 | May 15, 2026 |
| Manchester Capital Management LLC | History | Added to | 6,798 | 538 | 0.08% | 0.02% | 1023 | +4,895 | 257.23% | Q1 2026 | May 11, 2026 |
| Everstar Asset Management, LLC | History | No change | 6,793 | 538 | 0.29% | 0.29% | 1024 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | New | 6,780 | 537 | 0.12% | — | 1025 | +6,780 | New | Q1 2026 | Apr 13, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 6,708 | 531 | 0.3% | — | 1027 | +6,708 | New | Q1 2026 | May 11, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 6,702 | 531 | 0.01% | 0.02% | 1026 | -1,541 | -18.69% | Q1 2026 | May 15, 2026 |
| LaFleur & Godfrey LLC | History | No change | 6,675 | 529 | 0.07% | 0.06% | 1028 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Added to | 6,667 | 528 | 0.29% | 0.27% | 1029 | +423 | 6.77% | Q1 2026 | Apr 09, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 6,650 | 527 | 0.05% | 0.06% | 1030 | -5,882 | -46.94% | Q1 2026 | May 14, 2026 |
| WealthCollab, LLC | History | Reduced | 6,638 | 526 | 0.22% | 0.22% | 1031 | -213 | -3.11% | Q1 2026 | May 13, 2026 |
| Sidoxia Capital Management, LLC | History | New | 6,607 | 523 | 0.45% | — | 1032 | +6,607 | New | Q1 2026 | May 11, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 6,576 | 521 | 0.04% | 0.03% | 1033 | +2,857 | 76.82% | Q1 2026 | Apr 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 6,575 | 521 | 0.03% | 0.04% | 1035 | -2,437 | -27.04% | Q1 2026 | Apr 16, 2026 |
| APS Management Group, Inc. | History | Added to | 6,575 | 521 | 0.45% | 0.44% | 1034 | +124 | 1.92% | Q1 2026 | Apr 15, 2026 |
| Ignite Planners, LLC | History | Reduced | 6,494 | 520 | 0.08% | 0.08% | 1036 | -94 | -1.43% | Q1 2026 | Apr 17, 2026 |
| Carroll Advisory Group, LLC | History | New | 6,472 | 513 | 0.2% | — | 1038 | +6,472 | New | Q1 2026 | Apr 22, 2026 |
| RMR Wealth Builders | History | Added to | 6,474 | 513 | 0.04% | 0.03% | 1037 | +1,076 | 19.93% | Q1 2026 | Apr 22, 2026 |
| Hershey Financial Advisers, LLC | History | New | 6,422 | 509 | 0.44% | — | 1039 | +6,422 | New | Q1 2026 | May 06, 2026 |
| Darrow Company, Inc. | History | Added to | 6,297 | 499 | 0.22% | 0.2% | 1040 | +776 | 14.06% | Q1 2026 | Apr 20, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 6,283 | 498 | 0.0% | — | 1041 | +6,283 | New | Q1 2026 | May 12, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 6,231 | 493 | 0.19% | 0.19% | 1042 | -475 | -7.08% | Q1 2026 | May 11, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 6,209 | 492 | 0.04% | 0.04% | 1043 | +9 | 0.15% | Q1 2026 | Apr 24, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 6,188 | 490 | 0.03% | 0.03% | 1044 | +202 | 3.37% | Q1 2026 | Apr 27, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 6,184 | 490 | 0.04% | 0.05% | 1045 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 6,131 | 486 | 0.04% | 0.06% | 1046 | -2,847 | -31.71% | Q1 2026 | Apr 30, 2026 |
| Bulwark Capital Corp | History | Reduced | 6,134 | 486 | 0.3% | 0.41% | 1048 | -1,098 | -15.18% | Q1 2026 | Apr 07, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 6,133 | 486 | 0.05% | 0.04% | 1047 | +424 | 7.43% | Q1 2026 | May 14, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Added to | 6,081 | 482 | 0.33% | 0.17% | 1049 | +2,731 | 81.52% | Q1 2026 | May 14, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 6,064 | 480 | 0.02% | 0.02% | 1050 | -1,016 | -14.35% | Q1 2026 | May 14, 2026 |
| Orcam Financial Group | History | Reduced | 6,061 | 480 | 0.34% | 0.41% | 1051 | -741 | -10.89% | Q1 2026 | May 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 6,033 | 478 | 0.01% | 0.01% | 1052 | +2,449 | 68.33% | Q1 2026 | Apr 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 6,032 | 478 | 0.02% | 0.02% | 1053 | +131 | 2.22% | Q1 2026 | May 12, 2026 |
| GenTrust, LLC | History | Reduced | 5,982 | 474 | 0.02% | 0.02% | 1054 | -1,015 | -14.51% | Q1 2026 | Apr 27, 2026 |
| TCFG Investment Advisors, LLC | History | New | 5,963 | 472 | 0.18% | — | 1057 | +5,963 | New | Q1 2026 | May 05, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 5,960 | 472 | 0.07% | 0.08% | 1056 | +27 | 0.46% | Q1 2026 | May 07, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 5,963 | 472 | 0.18% | 0.19% | 1055 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 5,879 | 466 | 0.07% | 0.06% | 1058 | +996 | 20.4% | Q1 2026 | Apr 24, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 5,884 | 466 | 0.16% | 0.17% | 1059 | -19 | -0.32% | Q1 2026 | Apr 14, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 5,862 | 464 | 0.1% | 0.06% | 1060 | +2,237 | 61.71% | Q1 2026 | Apr 13, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Added to | 5,848 | 463 | 0.02% | 0.02% | 1061 | +42 | 0.72% | Q1 2026 | May 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 5,835 | 462 | 0.01% | 0.0% | 1062 | +1,160 | 24.81% | Q1 2026 | May 11, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Reduced | 5,781 | 458 | 0.2% | 0.23% | 1063 | -128 | -2.17% | Q1 2026 | Apr 24, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Reduced | 5,721 | 454 | 0.06% | 0.07% | 1064 | -420 | -6.84% | Q1 2026 | Apr 27, 2026 |
| Quantinno Capital Management LP | History | New | 5,722 | 453 | 0.0% | — | 1066 | +5,722 | New | Q1 2026 | May 15, 2026 |
| Procyon Advisors, LLC | History | Reduced | 5,716 | 453 | 0.02% | 0.02% | 1065 | -19 | -0.33% | Q1 2026 | May 04, 2026 |
| Dunhill Financial, LLC | History | Reduced | 5,693 | 451 | 0.11% | 0.14% | 1067 | -1,304 | -18.64% | Q1 2026 | May 06, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 5,663 | 448 | 0.02% | 0.02% | 1068 | -99 | -1.72% | Q1 2026 | May 11, 2026 |
| Fortis Capital Advisors, LLC | History | New | 5,638 | 446 | 0.06% | — | 1069 | +5,638 | New | Q1 2026 | Apr 28, 2026 |
| Prospect Financial Services LLC | History | Reduced | 5,626 | 445 | 0.27% | 0.27% | 1072 | -188 | -3.23% | Q1 2026 | Apr 24, 2026 |
| Carnegie Investment Counsel | History | Reduced | 5,614 | 445 | 0.01% | 0.01% | 1071 | -31 | -0.55% | Q1 2026 | May 01, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | No change | 5,615 | 445 | 0.0% | 0.0% | 1070 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 5,595 | 443 | 0.0% | 0.0% | 1073 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 5,576 | 441 | 0.01% | 0.01% | 1074 | -22 | -0.39% | Q1 2026 | May 11, 2026 |
| LMG Wealth Partners, LLC | History | New | 5,538 | 438 | 0.08% | — | 1075 | +5,538 | New | Q1 2026 | Apr 17, 2026 |
| Hilltop Partners LLC | History | Reduced | 5,407 | 428 | 0.11% | 0.11% | 1076 | -38 | -0.7% | Q1 2026 | May 12, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 5,376 | 426 | 0.08% | 0.07% | 1077 | +30 | 0.56% | Q1 2026 | May 20, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 5,355 | 424 | 0.03% | 0.03% | 1078 | +590 | 12.38% | Q1 2026 | May 05, 2026 |
| TrustWell Financial Advisors, LLC | History | Added to | 5,352 | 424 | 0.4% | 0.41% | 1079 | +34 | 0.64% | Q1 2026 | May 07, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 5,333 | 422 | 0.01% | 0.01% | 1080 | -1,446 | -21.33% | Q1 2026 | May 15, 2026 |
| Security Financial Services, INC. | History | No change | 5,270 | 420 | 0.07% | 0.07% | 1081 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Nicholas Wealth, LLC. | History | New | 5,298 | 419 | 0.29% | — | 1083 | +5,298 | New | Q1 2026 | Apr 22, 2026 |
| Vista Cima Wealth Management LLC | History | Added to | 5,289 | 419 | 0.41% | 0.32% | 1082 | +407 | 8.34% | Q1 2026 | May 12, 2026 |
| Tempo Wealth, LLC | History | Added to | 5,283 | 418 | 0.07% | 0.06% | 1084 | +996 | 23.23% | Q1 2026 | May 14, 2026 |
| SHAKER INVESTMENTS LLC/OH | History | Added to | 5,250 | 416 | 0.19% | 0.17% | 1085 | +6 | 0.11% | Q1 2026 | May 05, 2026 |
| CV Advisors LLC | History | No change | 5,267 | 415 | 0.11% | 0.11% | 1086 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 5,200 | 412 | 0.27% | 0.28% | 1087 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 5,191 | 411 | 0.02% | 0.02% | 1088 | +115 | 2.27% | Q1 2026 | May 18, 2026 |
| Anson Capital, Inc. | History | Added to | 5,175 | 410 | 0.28% | 0.3% | 1089 | +34 | 0.66% | Q1 2026 | May 13, 2026 |
| Seelaus Asset Management LLC | History | Reduced | 5,159 | 408 | 0.29% | 0.38% | 1090 | -798 | -13.4% | Q1 2026 | Apr 29, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 5,151 | 408 | 0.06% | 0.06% | 1091 | -524 | -9.23% | Q1 2026 | Apr 29, 2026 |
| Cornerstone Advisory, LLC | History | New | 5,139 | 407 | 0.04% | — | 1093 | +5,139 | New | Q1 2026 | May 04, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 5,144 | 407 | 0.06% | 0.06% | 1092 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| DMC Group, LLC | History | Reduced | 5,101 | 404 | 0.27% | 0.27% | 1094 | -44 | -0.86% | Q1 2026 | Apr 30, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 5,084 | 403 | 0.2% | 0.22% | 1095 | -3 | -0.06% | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 5,063 | 401 | 0.03% | 0.04% | 1099 | -775 | -13.28% | Q1 2026 | Apr 08, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 5,059 | 401 | 0.2% | 0.2% | 1098 | -181 | -3.45% | Q1 2026 | May 11, 2026 |
| Boston Trust Walden Corp | History | Added to | 5,062 | 401 | 0.0% | 0.0% | 1097 | +126 | 2.55% | Q1 2026 | Apr 24, 2026 |
| Livet Wealth, LLC | History | Added to | 5,071 | 401 | 0.25% | 0.25% | 1100 | +5 | 0.1% | Q1 2026 | Apr 24, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 5,071 | 401 | 0.01% | 0.01% | 1096 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WoodTrust Financial Corp | History | Reduced | 5,046 | 400 | 0.05% | 0.13% | 1102 | -8,704 | -63.3% | Q1 2026 | May 06, 2026 |
| HUB Investment Partners, LLC | History | Added to | 5,053 | 400 | 0.01% | 0.01% | 1103 | +1,040 | 25.92% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | No change | 5,041 | 400 | 0.0% | 0.0% | 1101 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 5,030 | 398 | 0.03% | 0.04% | 1104 | -600 | -10.66% | Q1 2026 | May 05, 2026 |
| Main Management LLC | History | No change | 4,954 | 393 | 0.03% | 0.03% | 1105 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 4,938 | 391 | 0.03% | 0.03% | 1106 | -7 | -0.14% | Q1 2026 | Apr 14, 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | History | Reduced | 4,930 | 390 | 0.25% | 4.78% | 1107 | -101,130 | -95.35% | Q1 2026 | Apr 16, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 4,884 | 387 | 0.02% | 0.01% | 1108 | +1,050 | 27.39% | Q1 2026 | May 12, 2026 |
| FLC Capital Advisors | History | New | 4,860 | 385 | 0.07% | — | 1109 | +4,860 | New | Q1 2026 | May 01, 2026 |
| Essential Planning, LLC. | History | Reduced | 4,846 | 384 | 0.12% | 0.13% | 1110 | -217 | -4.29% | Q1 2026 | Apr 22, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 4,842 | 383 | 0.06% | 0.08% | 1111 | -873 | -15.28% | Q1 2026 | Apr 30, 2026 |
| Churchill Financial Advisors, LLC | History | No change | 4,833 | 383 | 0.08% | 0.12% | 1112 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Key FInancial Inc | History | Added to | 4,821 | 382 | 0.07% | 0.04% | 1114 | +2,106 | 77.57% | Q1 2026 | Apr 24, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 4,825 | 382 | 0.03% | 0.03% | 1113 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 4,816 | 381 | 0.03% | 0.03% | 1115 | +33 | 0.69% | Q1 2026 | Apr 21, 2026 |
| KPP Advisory Services LLC | History | Reduced | 4,795 | 380 | 0.06% | 0.06% | 1116 | -153 | -3.09% | Q1 2026 | Apr 24, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 4,785 | 379 | 0.08% | 0.08% | 1117 | -29 | -0.6% | Q1 2026 | May 21, 2026 |
| Ridgewood Investments LLC | History | New | 4,775 | 378 | 0.15% | — | 1119 | +4,775 | New | Q1 2026 | Apr 03, 2026 |
| Elevation Advisory Partners LLC | History | New | 4,734 | 378 | 0.35% | — | 1120 | +4,734 | New | Q1 2026 | May 08, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 4,774 | 378 | 0.31% | 0.31% | 1118 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 4,758 | 377 | 0.03% | 0.04% | 1121 | -1,676 | -26.05% | Q1 2026 | May 12, 2026 |
| Trilogy Capital Inc. | History | Added to | 4,742 | 375 | 0.02% | 0.01% | 1122 | +917 | 23.97% | Q1 2026 | Apr 21, 2026 |
| Chicago Capital, LLC | History | Added to | 4,739 | 375 | 0.01% | 0.01% | 1123 | +225 | 4.98% | Q1 2026 | Apr 23, 2026 |
| RAM Investment Partners, LLC | History | Added to | 4,733 | 375 | 0.07% | 0.07% | 1124 | +13 | 0.28% | Q1 2026 | May 04, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 4,741 | 375 | 0.22% | 0.22% | 1126 | +2 | 0.04% | Q1 2026 | May 01, 2026 |
| Gilbert Capital Group, Inc. | History | No change | 4,734 | 375 | 0.29% | 0.28% | 1125 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Verum Partners LLC | History | Reduced | 4,725 | 374 | 0.07% | 0.08% | 1127 | -79 | -1.64% | Q1 2026 | Apr 15, 2026 |
| Carter Financial Group, INC. | History | Reduced | 4,703 | 372 | 0.23% | 0.23% | 1128 | -105 | -2.18% | Q1 2026 | Apr 27, 2026 |
| Midwest Financial Group LLC | History | Reduced | 4,683 | 371 | 0.16% | 0.17% | 1129 | -130 | -2.7% | Q1 2026 | Apr 22, 2026 |
| Downshift Financial, LLC | History | No change | 4,677 | 371 | 0.19% | 0.23% | 1130 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Altiora Financial Group, LLC | History | Added to | 4,675 | 370 | 0.06% | 0.06% | 1131 | +34 | 0.73% | Q1 2026 | May 08, 2026 |
| SMITH, MOORE & CO. | History | Added to | 4,649 | 368 | 0.03% | 0.02% | 1132 | +1,793 | 62.78% | Q1 2026 | May 05, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 4,647 | 368 | 0.04% | 0.03% | 1133 | +683 | 17.23% | Q1 2026 | Apr 08, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 4,631 | 367 | 0.11% | 0.11% | 1134 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Secure Asset Management, LLC | History | Added to | 4,628 | 366 | 0.06% | 0.06% | 1135 | +8 | 0.17% | Q1 2026 | Apr 09, 2026 |
| Life Planning Partners, Inc | History | Reduced | 4,607 | 365 | 0.28% | 0.29% | 1137 | -121 | -2.56% | Q1 2026 | Apr 28, 2026 |
| Trek Financial, LLC | History | Added to | 4,617 | 365 | 0.02% | 0.02% | 1136 | +18 | 0.39% | Q1 2026 | May 13, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 4,598 | 364 | 0.1% | 0.1% | 1138 | -142 | -3.0% | Q1 2026 | Apr 10, 2026 |
| 1492 Capital Management LLC | History | Reduced | 4,601 | 364 | 0.14% | 0.14% | 1139 | -12 | -0.26% | Q1 2026 | Apr 22, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Added to | 4,578 | 362 | 0.19% | 0.12% | 1140 | +1,669 | 57.37% | Q1 2026 | Apr 20, 2026 |
| Navigation Wealth Management, Inc. | History | Reduced | 4,562 | 361 | 1.3% | 0.55% | 1141 | -111 | -2.38% | Q1 2026 | Apr 21, 2026 |
| Invariant Investment Management | History | No change | 4,555 | 361 | 0.22% | 0.23% | 1142 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 4,536 | 359 | 0.07% | 0.08% | 1143 | -806 | -15.09% | Q1 2026 | Apr 09, 2026 |
| Evolution Advisers, Inc. | History | Reduced | 4,454 | 353 | 0.15% | 0.16% | 1144 | -124 | -2.71% | Q1 2026 | May 01, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 4,452 | 352 | 0.05% | 0.05% | 1145 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Beacon Bank & Trust | History | Reduced | 4,396 | 348 | 0.07% | 0.08% | 1147 | -482 | -9.88% | Q1 2026 | Apr 28, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 4,393 | 348 | 0.03% | 0.03% | 1146 | -448 | -9.25% | Q1 2026 | Apr 22, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 4,395 | 348 | 0.06% | 0.05% | 1148 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Aspetuck Financial Management LLC | History | No change | 4,400 | 348 | 0.24% | 0.24% | 1149 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Crews Bank & Trust | History | No change | 4,396 | 348 | 0.05% | 0.05% | 1150 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Occidental Asset Management, LLC | History | New | 4,351 | 344 | 0.04% | — | 1151 | +4,351 | New | Q1 2026 | Apr 15, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 4,329 | 343 | 0.02% | 0.02% | 1152 | -286 | -6.2% | Q1 2026 | May 14, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 4,332 | 343 | 0.05% | 0.05% | 1153 | -21 | -0.48% | Q1 2026 | Apr 14, 2026 |
| WealthShield Partners, LLC | History | Reduced | 4,304 | 341 | 0.04% | 0.04% | 1154 | -365 | -7.82% | Q1 2026 | May 01, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 4,308 | 341 | 0.1% | 0.1% | 1155 | +23 | 0.54% | Q1 2026 | Apr 16, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 4,311 | 340 | 0.38% | 0.44% | 1157 | -1,328 | -23.55% | Q1 2026 | May 15, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 4,294 | 340 | 0.02% | 0.03% | 1156 | -584 | -11.97% | Q1 2026 | May 06, 2026 |
| Pacific Point Advisors, LLC | History | No change | 4,250 | 336 | 0.18% | 0.18% | 1158 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FF Advisors,LLC | History | New | 4,233 | 335 | 0.14% | — | 1159 | +4,233 | New | Q1 2026 | Apr 27, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 4,215 | 334 | 0.03% | 0.02% | 1161 | +825 | 24.34% | Q1 2026 | Apr 29, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 4,215 | 334 | 0.01% | 0.01% | 1160 | -356 | -7.79% | Q1 2026 | May 04, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 4,213 | 333 | 0.04% | — | 1163 | +4,213 | New | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | Added to | 4,223 | 333 | 0.02% | 0.01% | 1162 | +2,450 | 138.18% | Q1 2026 | Apr 27, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 4,169 | 330 | 0.14% | 0.14% | 1164 | +32 | 0.77% | Q1 2026 | Apr 16, 2026 |
| Community Bank, N.A. | History | No change | 4,152 | 329 | 0.04% | 0.04% | 1165 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Columbus Macro, LLC | History | Added to | 4,141 | 328 | 0.04% | 0.04% | 1166 | +99 | 2.45% | Q1 2026 | Apr 21, 2026 |
| Biltmore Family Office, LLC | History | Added to | 4,133 | 327 | 0.05% | 0.04% | 1167 | +649 | 18.63% | Q1 2026 | May 11, 2026 |
| Meriwether Wealth & Planning, LLC | History | Added to | 4,131 | 327 | 0.18% | 0.16% | 1169 | +605 | 17.16% | Q1 2026 | Apr 09, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 4,126 | 327 | 0.11% | 0.12% | 1168 | +1 | 0.02% | Q1 2026 | Apr 21, 2026 |
| Element Wealth, LLC | History | Reduced | 4,103 | 325 | 0.13% | 0.14% | 1170 | -13 | -0.32% | Q1 2026 | May 04, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 4,108 | 325 | 0.01% | 0.01% | 1171 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GARRISON POINT ADVISORS, LLC | History | New | 4,071 | 322 | 0.15% | — | 1172 | +4,071 | New | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,056 | 321 | 0.01% | 0.01% | 1173 | +122 | 3.1% | Q1 2026 | Apr 07, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | New | 4,034 | 319 | 0.11% | — | 1175 | +4,034 | New | Q1 2026 | Apr 27, 2026 |
| VANGUARD ADVISERS INC | History | New | 4,028 | 319 | 0.0% | — | 1174 | +4,028 | New | Q1 2026 | May 08, 2026 |
| Pine Haven Investment Counsel, Inc | History | No change | 4,014 | 318 | 0.23% | 0.23% | 1176 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BCS Private Wealth Management, Inc. | History | Added to | 4,008 | 317 | 0.1% | 0.1% | 1178 | +198 | 5.2% | Q1 2026 | Apr 21, 2026 |
| Matisse Capital | History | No change | 4,000 | 317 | 0.14% | 0.14% | 1177 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| OneAscent Family Office, LLC | History | No change | 3,974 | 315 | 0.22% | 0.21% | 1179 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Eddie Patel Inc | History | New | 3,956 | 313 | 0.24% | — | 1181 | +3,956 | New | Q1 2026 | May 11, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 3,949 | 313 | 0.04% | 0.04% | 1180 | +7 | 0.18% | Q1 2026 | May 12, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 3,945 | 312 | 0.01% | 0.01% | 1182 | -2,431 | -38.13% | Q1 2026 | May 15, 2026 |
| ASPIRIANT, LLC | History | Reduced | 3,942 | 312 | 0.01% | 0.01% | 1183 | -221 | -5.31% | Q1 2026 | May 12, 2026 |
| Keebeck Wealth Management | History | Reduced | 3,900 | 309 | 0.03% | 0.04% | 1184 | -940 | -19.42% | Q1 2026 | May 14, 2026 |
| Team Financial Group, LLC | History | Added to | 3,875 | 307 | 0.14% | 0.13% | 1186 | +234 | 6.43% | Q1 2026 | May 01, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 3,885 | 307 | 0.01% | 0.01% | 1185 | +24 | 0.62% | Q1 2026 | Apr 21, 2026 |
| First Heartland Consultants, Inc. | History | New | 3,858 | 305 | 0.02% | — | 1189 | +3,858 | New | Q1 2026 | Apr 08, 2026 |
| Cunning Capital Partners, LP | History | No change | 3,850 | 305 | 0.16% | 0.14% | 1187 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Maridea Wealth Management LLC | History | No change | 3,859 | 305 | 0.04% | 0.05% | 1188 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | No change | 3,827 | 303 | 0.02% | 0.02% | 1190 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Graney & King, LLC | History | Added to | 3,809 | 301 | 0.16% | 0.03% | 1192 | +3,132 | 462.63% | Q1 2026 | May 18, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 3,798 | 301 | 0.0% | 0.0% | 1191 | -924 | -19.57% | Q1 2026 | May 05, 2026 |
| Faithward Advisors, LLC | History | Added to | 3,795 | 300 | 0.04% | 0.04% | 1193 | +418 | 12.38% | Q1 2026 | Apr 17, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 3,770 | 298 | 0.03% | 0.03% | 1194 | -549 | -12.71% | Q1 2026 | Apr 15, 2026 |
| Fonville Wealth Management LLC | History | No change | 3,766 | 298 | 0.06% | 0.06% | 1195 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| VestGen Advisors, LLC | History | New | 3,764 | 297 | 0.01% | — | 1197 | +3,764 | New | Q1 2026 | May 14, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 3,749 | 297 | 0.2% | 0.21% | 1196 | -195 | -4.94% | Q1 2026 | Apr 30, 2026 |
| Gradient Investments LLC | History | New | 3,719 | 294 | 0.0% | — | 1200 | +3,719 | New | Q1 2026 | Apr 13, 2026 |
| Accel Wealth Management | History | Reduced | 3,711 | 294 | 0.08% | 0.08% | 1199 | -31 | -0.83% | Q1 2026 | Apr 08, 2026 |
| VANGUARD GROUP INC | History | No change | 3,696 | 294 | 0.0% | 0.0% | 1198 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | New | 3,700 | 293 | 0.0% | — | 1201 | +3,700 | New | Q1 2026 | May 15, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | New | 3,671 | 291 | 0.01% | — | 1203 | +3,671 | New | Q1 2026 | May 01, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 3,666 | 291 | 0.02% | 0.02% | 1202 | -349 | -8.69% | Q1 2026 | Apr 20, 2026 |
| Advisor OS, LLC | History | Reduced | 3,668 | 290 | 0.02% | 0.05% | 1204 | -4,116 | -52.88% | Q1 2026 | May 07, 2026 |
| Forefront Wealth Partners, LLC | History | New | 3,661 | 290 | 0.12% | — | 1205 | +3,661 | New | Q1 2026 | Apr 17, 2026 |
| Vident Advisory, LLC | History | Added to | 3,646 | 289 | 0.0% | 0.0% | 1206 | +113 | 3.2% | Q1 2026 | May 14, 2026 |
| Richmond Investment Services, LLC | History | New | 3,623 | 287 | 0.05% | — | 1208 | +3,623 | New | Q1 2026 | Apr 29, 2026 |
| HANOVER ADVISORS INC | History | No change | 3,632 | 287 | 0.12% | 0.11% | 1207 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 3,610 | 286 | 0.07% | 0.16% | 1209 | -5,248 | -59.25% | Q1 2026 | Apr 28, 2026 |
| Coastline Trust Co | History | Reduced | 3,592 | 284 | 0.03% | 0.03% | 1210 | -245 | -6.39% | Q1 2026 | Apr 03, 2026 |
| LVW Advisors, LLC | History | Reduced | 3,577 | 283 | 0.03% | 0.04% | 1211 | -1,541 | -30.11% | Q1 2026 | Apr 20, 2026 |
| CERTUITY, LLC | History | Reduced | 3,581 | 283 | 0.02% | 0.02% | 1212 | -129 | -3.48% | Q1 2026 | May 11, 2026 |
| Stephens Consulting, LLC | History | No change | 3,544 | 282 | 0.09% | 0.09% | 1213 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Opus Financial Solutions LLC | History | Added to | 3,507 | 278 | 0.26% | 0.24% | 1214 | +365 | 11.62% | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,526 | 278 | 0.01% | 0.01% | 1215 | +169 | 5.03% | Q1 2026 | May 15, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 3,487 | 276 | 0.03% | 0.03% | 1216 | -19 | -0.54% | Q1 2026 | May 13, 2026 |
| Gold Investment Management Ltd. | History | Added to | 3,472 | 275 | 0.09% | 0.01% | 1217 | +3,270 | 1618.81% | Q1 2026 | Apr 22, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 3,457 | 274 | 0.01% | — | 1218 | +3,457 | New | Q1 2026 | May 15, 2026 |
| Strid Group, LLC | History | New | 3,452 | 273 | 0.03% | — | 1219 | +3,452 | New | Q1 2026 | Apr 29, 2026 |
| McIlrath & Eck, LLC | History | No change | 3,438 | 272 | 0.02% | 0.03% | 1220 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 3,372 | 267 | 0.03% | 0.04% | 1221 | -1,200 | -26.25% | Q1 2026 | Apr 16, 2026 |
| Great Waters Wealth Management | History | Reduced | 3,364 | 266 | 0.03% | 0.03% | 1222 | -88 | -2.55% | Q1 2026 | Apr 17, 2026 |
| Clearstead Trust, LLC | History | Added to | 3,330 | 263 | 0.04% | 0.0% | 1224 | +3,157 | 1824.86% | Q1 2026 | May 06, 2026 |
| Liberty Capital Management, Inc. | History | No change | 3,303 | 263 | 0.05% | 0.05% | 1223 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Lynx Investment Advisory | History | New | 3,315 | 262 | 0.13% | — | 1225 | +3,315 | New | Q1 2026 | Apr 24, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 3,299 | 261 | 0.02% | 0.02% | 1228 | +23 | 0.7% | Q1 2026 | May 14, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Added to | 3,300 | 261 | 0.06% | 0.06% | 1226 | +20 | 0.61% | Q1 2026 | May 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 3,297 | 261 | 0.03% | 0.03% | 1227 | +19 | 0.58% | Q1 2026 | Apr 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 3,256 | 258 | 0.01% | 0.01% | 1229 | -59 | -1.78% | Q1 2026 | Apr 23, 2026 |
| Latko Wealth Management, Ltd. | History | Reduced | 3,256 | 258 | 0.13% | 0.13% | 1230 | -57 | -1.72% | Q1 2026 | Apr 29, 2026 |
| Dakota Wealth Management | History | Reduced | 3,254 | 257 | 0.01% | 0.01% | 1231 | -796 | -19.65% | Q1 2026 | May 07, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 3,250 | 257 | 0.11% | 0.11% | 1233 | +52 | 1.63% | Q1 2026 | Apr 20, 2026 |
| Elm Partners Management LLC | History | No change | 3,255 | 257 | 0.01% | 0.01% | 1232 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Adventist Health System/ West | History | New | 3,232 | 256 | 0.05% | — | 1234 | +3,232 | New | Q1 2026 | May 12, 2026 |
| Portland Financial Advisors Inc | History | New | 3,220 | 255 | 0.53% | — | 1235 | +3,220 | New | Q1 2026 | Apr 27, 2026 |
| Brookwood Investment Group LLC | History | New | 3,201 | 253 | 0.03% | — | 1237 | +3,201 | New | Q1 2026 | May 04, 2026 |
| Summit Asset Management, LLC | History | New | 3,196 | 253 | 0.04% | — | 1236 | +3,196 | New | Q1 2026 | May 08, 2026 |
| Elevated Financial Group LLC | History | New | 3,187 | 252 | 0.08% | — | 1240 | +3,187 | New | Q1 2026 | May 11, 2026 |
| Kelsey Financial, LLC | History | Added to | 3,186 | 252 | 0.22% | 0.19% | 1239 | +361 | 12.78% | Q1 2026 | May 06, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 3,180 | 252 | 0.04% | 0.04% | 1238 | -59 | -1.82% | Q1 2026 | May 06, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | Added to | 3,170 | 251 | 0.18% | 0.18% | 1241 | +160 | 5.32% | Q1 2026 | May 08, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 3,171 | 251 | 0.11% | 0.11% | 1242 | +22 | 0.7% | Q1 2026 | Apr 29, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 3,160 | 250 | 0.14% | — | 1247 | +3,160 | New | Q1 2026 | May 19, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 3,155 | 250 | 0.05% | 0.09% | 1243 | -2,571 | -44.9% | Q1 2026 | May 14, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 3,158 | 250 | 0.1% | 0.1% | 1244 | -150 | -4.53% | Q1 2026 | Apr 23, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 3,157 | 250 | 0.04% | 0.04% | 1245 | -82 | -2.53% | Q1 2026 | May 15, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 3,156 | 250 | 0.25% | 0.25% | 1246 | +41 | 1.32% | Q1 2026 | Apr 14, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 3,149 | 249 | 0.03% | 0.04% | 1248 | -350 | -10.0% | Q1 2026 | Apr 13, 2026 |
| C2C Wealth Management, LLC | History | Reduced | 3,118 | 247 | 0.21% | 0.23% | 1250 | -276 | -8.13% | Q1 2026 | Apr 20, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 3,120 | 247 | 0.01% | 0.01% | 1249 | -57 | -1.79% | Q1 2026 | Apr 13, 2026 |
| SMART Wealth LLC | History | Added to | 3,118 | 247 | 0.07% | 0.07% | 1251 | +21 | 0.68% | Q1 2026 | Apr 23, 2026 |
| Forum Finance Group S.A. | History | New | 3,903 | 246 | 0.13% | — | 1254 | +3,903 | New | Q1 2026 | May 07, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | No change | 3,107 | 246 | 0.01% | 0.01% | 1252 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 3,109 | 246 | 0.02% | 0.02% | 1253 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Covenant Asset Management, LLC | History | Reduced | 3,097 | 245 | 0.04% | 0.03% | 1255 | -5 | -0.16% | Q1 2026 | Apr 14, 2026 |
| Wayfinding Financial, LLC | History | Added to | 3,087 | 244 | 0.11% | 0.09% | 1256 | +316 | 11.4% | Q1 2026 | May 12, 2026 |
| Investors Research Corp | History | Added to | 3,067 | 243 | 0.05% | 0.04% | 1257 | +70 | 2.34% | Q1 2026 | Apr 03, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 3,065 | 242 | 0.0% | 0.0% | 1258 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| United Community Bank | History | New | 3,044 | 241 | 0.08% | — | 1261 | +3,044 | New | Q1 2026 | Apr 24, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Reduced | 3,040 | 241 | 0.2% | 0.29% | 1260 | -1,897 | -38.42% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 3,047 | 241 | 0.01% | 0.01% | 1259 | -882 | -22.45% | Q1 2026 | Apr 27, 2026 |
| Archvest Wealth Advisors, Inc. | History | New | 3,030 | 240 | 0.15% | — | 1263 | +3,030 | New | Q1 2026 | May 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 3,037 | 240 | 0.0% | 0.0% | 1262 | +48 | 1.61% | Q1 2026 | May 12, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 3,012 | 238 | 0.04% | 0.11% | 1264 | -11,209 | -78.82% | Q1 2026 | Apr 21, 2026 |
| SVB WEALTH LLC | History | Added to | 2,994 | 237 | 0.02% | 0.01% | 1266 | +205 | 7.35% | Q1 2026 | Apr 17, 2026 |
| M1 Capital Management LLC | History | Added to | 2,994 | 237 | 0.11% | 0.09% | 1267 | +199 | 7.12% | Q1 2026 | May 08, 2026 |
| Harrington Investments, INC | History | No change | 3,000 | 237 | 0.12% | 0.12% | 1265 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 2,982 | 236 | 0.1% | 0.1% | 1268 | +129 | 4.52% | Q1 2026 | May 01, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 2,985 | 236 | 0.02% | 0.02% | 1269 | -103 | -3.34% | Q1 2026 | Apr 27, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 2,971 | 235 | 0.01% | 0.01% | 1270 | +33 | 1.12% | Q1 2026 | Apr 20, 2026 |
| Activest Wealth Management | History | Added to | 2,961 | 234 | 0.04% | 0.04% | 1271 | +21 | 0.71% | Q1 2026 | Apr 15, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 2,939 | 234 | 0.01% | 0.01% | 1272 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CRA Financial Services, LLC | History | Reduced | 2,931 | 232 | 0.03% | 0.05% | 1273 | -1,868 | -38.92% | Q1 2026 | Apr 09, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 2,917 | 231 | 0.04% | 0.04% | 1274 | -2 | -0.07% | Q1 2026 | Apr 23, 2026 |
| Schaeffer Financial LLC | History | Added to | 2,902 | 230 | 0.19% | 0.19% | 1275 | +111 | 3.98% | Q1 2026 | Apr 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 2,833 | 224 | 0.0% | 0.0% | 1276 | +285 | 11.19% | Q1 2026 | May 11, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 2,833 | 224 | 0.1% | 0.11% | 1277 | -277 | -8.91% | Q1 2026 | May 15, 2026 |
| LexAurum Advisors, LLC | History | New | 2,806 | 222 | 0.03% | — | 1280 | +2,806 | New | Q1 2026 | Apr 13, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 2,819 | 222 | 0.13% | 0.17% | 1279 | -294 | -9.44% | Q1 2026 | Apr 14, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 2,802 | 222 | 0.09% | 0.09% | 1278 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Clark Asset Management, LLC | History | No change | 2,798 | 221 | 0.02% | 0.02% | 1281 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Opus Capital Group, LLC | History | New | 2,756 | 218 | 0.02% | — | 1283 | +2,756 | New | Q1 2026 | Apr 30, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 2,753 | 218 | 0.15% | 0.15% | 1282 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WNY Asset Management, LLC | History | New | 2,730 | 216 | 0.02% | — | 1286 | +2,730 | New | Q1 2026 | May 22, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 2,725 | 216 | 0.03% | 0.06% | 1285 | -2,000 | -42.33% | Q1 2026 | Apr 09, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 2,727 | 216 | 0.07% | 0.07% | 1284 | +4 | 0.15% | Q1 2026 | Apr 21, 2026 |
| American Trust | History | New | 2,713 | 215 | 0.02% | — | 1287 | +2,713 | New | Q1 2026 | May 01, 2026 |
| Bravias Capital Group, LLC | History | New | 2,703 | 214 | 0.14% | — | 1290 | +2,703 | New | Q1 2026 | Apr 28, 2026 |
| KM Capital Management Ltd. | History | Added to | 2,716 | 214 | 0.14% | 0.11% | 1289 | +38 | 1.42% | Q1 2026 | May 15, 2026 |
| Navalign, LLC | History | No change | 2,706 | 214 | 0.05% | 0.05% | 1288 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | New | 2,682 | 212 | 0.06% | — | 1292 | +2,682 | New | Q1 2026 | May 11, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 2,683 | 212 | 0.05% | 0.06% | 1291 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Archford Capital Strategies, LLC | History | No change | 2,663 | 211 | 0.02% | 0.02% | 1293 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | New | 2,649 | 210 | 0.04% | — | 1295 | +2,649 | New | Q1 2026 | Apr 14, 2026 |
| Madrid Wealth Management, LLC | History | No change | 2,650 | 210 | 0.16% | 0.17% | 1294 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| M3 Advisory Group, LLC | History | Added to | 2,648 | 209 | 0.13% | 0.12% | 1297 | +126 | 5.0% | Q1 2026 | Apr 22, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 2,643 | 209 | 0.04% | 0.05% | 1296 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LEE DANNER & BASS INC | History | No change | 2,634 | 208 | 0.01% | 0.02% | 1298 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 2,621 | 207 | 0.03% | 0.02% | 1299 | +904 | 52.65% | Q1 2026 | Apr 21, 2026 |
| American Investment Services, Inc. | History | New | 2,600 | 206 | 0.05% | — | 1301 | +2,600 | New | Q1 2026 | May 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 2,600 | 206 | 0.02% | 0.03% | 1300 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | No change | 2,589 | 205 | 0.15% | 0.16% | 1302 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | No change | 2,576 | 204 | 0.09% | 0.09% | 1303 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 2,564 | 203 | 0.02% | 0.02% | 1304 | -717 | -21.85% | Q1 2026 | May 01, 2026 |
| Aspen Wealth Management LLC | History | Reduced | 2,571 | 203 | 0.04% | 0.05% | 1305 | -214 | -7.68% | Q1 2026 | Apr 01, 2026 |
| Tranquility Partners, LLC | History | New | 2,559 | 202 | 0.08% | — | 1308 | +2,559 | New | Q1 2026 | Apr 20, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 2,550 | 202 | 0.1% | 0.1% | 1307 | +175 | 7.37% | Q1 2026 | May 15, 2026 |
| JCIC Asset Management Inc. | History | No change | 2,560 | 202 | 0.06% | 0.06% | 1306 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 2,547 | 201 | 0.04% | 0.08% | 1309 | -1,846 | -42.02% | Q1 2026 | Apr 27, 2026 |
| McMill Wealth Management | History | Reduced | 2,561 | 200 | 0.05% | 2.11% | 1311 | -91,437 | -97.28% | Q1 2026 | May 13, 2026 |
| Integrity Wealth Partners, LLC | History | New | 2,527 | 200 | 0.18% | — | 1312 | +2,527 | New | Q1 2026 | Apr 27, 2026 |
| Tanager Wealth Management LLP | History | No change | 2,530 | 200 | 0.02% | 0.02% | 1310 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 2,503 | 198 | 0.08% | 0.08% | 1313 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 2,399 | 190 | 0.01% | 0.01% | 1314 | -150 | -5.88% | Q1 2026 | Apr 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,332 | 184 | 0.0% | 0.0% | 1315 | -514 | -18.06% | Q1 2026 | May 13, 2026 |
| United Financial Planning Group LLC | History | Reduced | 2,212 | 175 | 0.1% | 0.13% | 1316 | -573 | -20.57% | Q1 2026 | May 08, 2026 |
| Breakwater Investment Management | History | Reduced | 2,148 | 170 | 0.06% | 0.08% | 1317 | -508 | -19.13% | Q1 2026 | May 14, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 2,133 | 169 | 0.15% | 0.15% | 1318 | +21 | 0.99% | Q1 2026 | May 11, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 2,126 | 168 | 0.02% | 0.03% | 1319 | -30 | -1.39% | Q1 2026 | May 18, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 2,046 | 161 | 0.02% | 0.03% | 1320 | +5 | 0.24% | Q1 2026 | May 06, 2026 |
| Wellington Shields & Co., LLC | History | No change | 2,000 | 158 | 0.04% | 0.04% | 1321 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Capital Analysts, LLC | History | Added to | 1,979 | 157 | 0.0% | 0.0% | 1323 | +442 | 28.76% | Q1 2026 | May 14, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | No change | 1,987 | 157 | 0.03% | 0.03% | 1322 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| NVWM, LLC | History | Reduced | 1,939 | 153 | 0.03% | 0.04% | 1324 | -185 | -8.71% | Q1 2026 | Apr 27, 2026 |
| Palouse Capital Management, Inc. | History | Added to | 1,813 | 143 | 0.09% | 0.06% | 1325 | +564 | 45.16% | Q1 2026 | Apr 24, 2026 |
| Rossby Financial, LCC | History | Added to | 1,786 | 141 | 0.03% | 0.04% | 1327 | +2 | 0.11% | Q1 2026 | May 11, 2026 |
| Pacifica Partners Inc. | History | No change | 1,779 | 141 | 0.05% | 0.06% | 1326 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,737 | 137 | 0.0% | 0.0% | 1328 | -179 | -9.34% | Q1 2026 | Apr 07, 2026 |
| Westchester Capital Management, Inc. | History | No change | 1,715 | 135 | 0.03% | 0.03% | 1329 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| 10Elms LLP | History | New | 1,667 | 132 | 0.08% | — | 1330 | +1,667 | New | Q1 2026 | May 15, 2026 |
| Hickory Point Bank & Trust | History | New | 1,651 | 130 | 0.09% | — | 1332 | +1,651 | New | Q1 2026 | Apr 03, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 1,652 | 130 | 0.07% | 0.07% | 1331 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Archer Investment Corp | History | Added to | 1,637 | 129 | 0.03% | 0.0% | 1333 | +1,595 | 3797.62% | Q1 2026 | May 04, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Added to | 1,622 | 128 | 0.09% | 0.06% | 1334 | +500 | 44.56% | Q1 2026 | May 12, 2026 |
| WPG Advisers, LLC | History | Reduced | 1,605 | 127 | 0.09% | 0.1% | 1335 | -50 | -3.02% | Q1 2026 | Apr 29, 2026 |
| Heritage Wealth Advisors | History | New | 1,564 | 123 | 0.0% | — | 1336 | +1,564 | New | Q1 2026 | May 13, 2026 |
| Financial Freedom, LLC | History | Added to | 1,544 | 122 | 0.06% | 0.01% | 1337 | +1,247 | 419.87% | Q1 2026 | Apr 30, 2026 |
| SFAM, LLC | History | New | 1,442 | 114 | 0.11% | — | 1338 | +1,442 | New | Q1 2026 | May 04, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,428 | 113 | 0.01% | 0.01% | 1339 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Align Financial, LLC | History | Reduced | 1,397 | 110 | 0.06% | 0.06% | 1342 | -109,986 | -98.75% | Q1 2026 | May 08, 2026 |
| Bernard Wealth Management Corp. | History | Added to | 1,388 | 110 | 0.05% | 0.04% | 1341 | +39 | 2.89% | Q1 2026 | May 14, 2026 |
| BankPlus Trust Department | History | No change | 1,400 | 110 | 0.03% | 0.03% | 1340 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 1,345 | 106 | 0.0% | — | 1343 | +1,345 | New | Q1 2026 | May 07, 2026 |
| Mascoma Wealth Management LLC | History | No change | 1,325 | 105 | 0.02% | 0.02% | 1344 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 1,298 | 102 | 0.04% | 0.05% | 1345 | -50 | -3.71% | Q1 2026 | May 05, 2026 |
| Aventura Private Wealth, LLC | History | New | 1,233 | 97 | 0.04% | — | 1346 | +1,233 | New | Q1 2026 | May 05, 2026 |
| Tower View Wealth Management LLC | History | Reduced | 1,213 | 96 | 0.05% | 0.06% | 1348 | -266 | -17.99% | Q1 2026 | Apr 20, 2026 |
| AlphaCore Capital LLC | History | No change | 1,219 | 96 | 0.0% | 0.0% | 1347 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,208 | 95 | 0.08% | 0.08% | 1350 | +70 | 6.15% | Q1 2026 | Apr 22, 2026 |
| MOTCO | History | No change | 1,200 | 95 | 0.01% | 0.01% | 1349 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 1,150 | 91 | 0.26% | 0.26% | 1351 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 1,120 | 88 | 0.03% | — | 1353 | +1,120 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 1,120 | 88 | 0.03% | 0.0% | 1352 | +1,071 | 2185.71% | Q1 2026 | May 13, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 1,067 | 84 | 0.07% | 0.08% | 1354 | +7 | 0.66% | Q1 2026 | Apr 02, 2026 |
| Founders Financial Alliance, LLC | History | New | 1,060 | 83 | 0.01% | — | 1356 | +1,060 | New | Q1 2026 | May 11, 2026 |
| Wellington Shields Capital Management, LLC | History | Reduced | 1,058 | 83 | 0.01% | 0.01% | 1355 | -67 | -5.96% | Q1 2026 | May 04, 2026 |
| Colonial Trust Co / SC | History | Added to | 1,030 | 81 | 0.01% | 0.0% | 1357 | +1,000 | 3333.33% | Q1 2026 | May 12, 2026 |
| Midway Capital Research & Management | History | New | 1,000 | 79 | 0.07% | — | 1358 | +1,000 | New | Q1 2026 | Apr 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 982 | 78 | 0.02% | 0.02% | 1359 | +31 | 3.26% | Q1 2026 | May 14, 2026 |
| MCF Advisors LLC | History | No change | 980 | 77 | 0.0% | 0.0% | 1360 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Dorato Capital Management | History | No change | 969 | 76 | 0.06% | 0.06% | 1361 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 937 | 74 | 0.0% | — | 1365 | +937 | New | Q1 2026 | May 14, 2026 |
| Sunrise Financial Services, LLC | History | Added to | 935 | 74 | 0.05% | 0.04% | 1364 | +262 | 38.93% | Q1 2026 | Apr 29, 2026 |
| Front Row Advisors LLC | History | No change | 936 | 74 | 0.03% | 0.02% | 1362 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 937 | 74 | 0.02% | 0.02% | 1363 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 910 | 72 | 0.03% | 0.03% | 1366 | -73 | -7.43% | Q1 2026 | Apr 17, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 911 | 72 | 0.03% | 0.03% | 1367 | +1 | 0.11% | Q1 2026 | May 01, 2026 |
| Hara Capital LLC | History | Added to | 904 | 71 | 0.04% | 0.0% | 1368 | +889 | 5926.67% | Q1 2026 | May 14, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 904 | 71 | 0.02% | 0.01% | 1369 | +695 | 332.54% | Q1 2026 | Apr 24, 2026 |
| Bangor Savings Bank | History | Reduced | 875 | 69 | 0.01% | 0.01% | 1370 | -97 | -9.98% | Q1 2026 | Apr 01, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 826 | 65 | 0.04% | 0.04% | 1371 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 764 | 60 | 0.0% | — | 1372 | +764 | New | Q1 2026 | Apr 09, 2026 |
| POM Investment Strategies, LLC | History | New | 758 | 60 | 0.07% | — | 1373 | +758 | New | Q1 2026 | May 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 746 | 59 | 0.0% | 0.0% | 1374 | -100 | -11.82% | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | Reduced | 735 | 58 | 0.0% | 0.0% | 1375 | -2 | -0.27% | Q1 2026 | May 08, 2026 |
| Horizon Investments, LLC | History | Added to | 728 | 57 | 0.0% | 0.0% | 1376 | +611 | 522.22% | Q1 2026 | May 14, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 707 | 56 | 0.04% | — | 1377 | +707 | New | Q1 2026 | Apr 21, 2026 |
| Canton Hathaway, LLC | History | No change | 700 | 55 | 0.01% | 0.01% | 1378 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FIRST COMMUNITY TRUST NA | History | Added to | 686 | 54 | 0.04% | 0.02% | 1379 | +317 | 85.91% | Q1 2026 | Apr 16, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 668 | 52 | 0.01% | 0.01% | 1380 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 636 | 50 | 0.0% | 0.0% | 1381 | -2 | -0.31% | Q1 2026 | May 07, 2026 |
| Bogart Wealth, LLC | History | No change | 638 | 50 | 0.0% | 0.0% | 1382 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Kilter Group LLC | History | Added to | 614 | 48 | 0.02% | 0.0% | 1384 | +528 | 613.95% | Q1 2026 | May 14, 2026 |
| Blume Capital Management, Inc. | History | No change | 610 | 48 | 0.01% | 0.01% | 1383 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 588 | 46 | 0.01% | 0.37% | 1385 | -37,224 | -98.44% | Q1 2026 | Apr 07, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 576 | 45 | 0.03% | 0.0% | 1386 | +503 | 689.04% | Q1 2026 | May 12, 2026 |
| EPG Wealth Management LLC | History | Added to | 551 | 43 | 0.01% | 0.01% | 1387 | +4 | 0.73% | Q1 2026 | May 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 542 | 42 | 0.01% | — | 1390 | +542 | New | Q1 2026 | May 08, 2026 |
| Opal Wealth Advisors, LLC | History | New | 533 | 42 | 0.01% | — | 1389 | +533 | New | Q1 2026 | Apr 14, 2026 |
| Hurley Capital, LLC | History | No change | 540 | 42 | 0.02% | 0.02% | 1388 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 527 | 41 | 0.03% | — | 1393 | +527 | New | Q1 2026 | Apr 16, 2026 |
| MGB Wealth Management, LLC | History | No change | 522 | 41 | 0.01% | 0.01% | 1391 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bank of Jackson Hole Trust | History | No change | 520 | 41 | 0.02% | 0.02% | 1392 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BALLAST ADVISORS LLC | History | New | 486 | 39 | 0.01% | — | 1396 | +486 | New | Q1 2026 | May 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 500 | 39 | 0.01% | 0.01% | 1394 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Avion Wealth | History | No change | 500 | 39 | 0.01% | 0.01% | 1395 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 458 | 36 | 0.01% | 0.01% | 1398 | +4 | 0.88% | Q1 2026 | May 07, 2026 |
| Pioneer Family Office, LLC | History | Added to | 460 | 36 | 0.02% | 0.02% | 1399 | +2 | 0.44% | Q1 2026 | May 13, 2026 |
| Colonial Trust Advisors | History | No change | 456 | 36 | 0.0% | 0.0% | 1397 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| True Link Financial Advisors, LLC | History | New | 433 | 34 | 0.0% | — | 1401 | +433 | New | Q1 2026 | Apr 29, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 430 | 34 | 0.02% | 0.02% | 1400 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MASECO LLP | History | Reduced | 411 | 32 | 0.0% | 0.0% | 1405 | -629 | -60.48% | Q1 2026 | Apr 21, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 398 | 32 | 0.0% | 0.0% | 1402 | -348 | -46.65% | Q1 2026 | May 01, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 412 | 32 | 0.01% | 0.01% | 1404 | +3 | 0.73% | Q1 2026 | Apr 14, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 414 | 32 | 0.02% | 0.02% | 1403 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 396 | 31 | 0.0% | 0.01% | 1407 | -591 | -59.88% | Q1 2026 | Apr 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 400 | 31 | 0.0% | 0.0% | 1406 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 352 | 28 | 0.0% | 0.0% | 1408 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Costello Asset Management, INC | History | No change | 356 | 28 | 0.01% | 0.01% | 1409 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Wellington Grp LLC | History | No change | 356 | 28 | 0.01% | 0.01% | 1410 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| Basepoint Wealth LLC | History | New | 346 | 27 | 0.02% | — | 1411 | +346 | New | Q1 2026 | May 07, 2026 |
| BAYBAN | History | New | 320 | 25 | 0.02% | — | 1412 | +320 | New | Q1 2026 | Apr 24, 2026 |
| TFC Financial Management, Inc. | History | New | 304 | 24 | 0.0% | — | 1415 | +304 | New | Q1 2026 | Apr 23, 2026 |
| Root Financial Partners, LLC | History | Added to | 308 | 24 | 0.0% | 0.0% | 1414 | +252 | 450.0% | Q1 2026 | Apr 24, 2026 |
| LGT Financial Advisors LLC | History | No change | 311 | 24 | 0.12% | 0.15% | 1413 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 301 | 23 | 0.01% | — | 1420 | +301 | New | Q1 2026 | May 14, 2026 |
| Crewe Advisors LLC | History | Reduced | 291 | 23 | 0.0% | 0.0% | 1418 | -12 | -3.96% | Q1 2026 | May 07, 2026 |
| Asset Dedication, LLC | History | No change | 300 | 23 | 0.0% | 0.0% | 1416 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Financial Management Professionals, Inc. | History | No change | 300 | 23 | 0.0% | 0.0% | 1417 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 299 | 23 | 0.01% | 0.01% | 1419 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 280 | 22 | 0.0% | 0.63% | 1421 | -324,617 | -99.91% | Q1 2026 | May 15, 2026 |
| Strive Financial Group ,LLC | History | Added to | 263 | 21 | 0.01% | 0.0% | 1424 | +196 | 292.54% | Q1 2026 | May 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 275 | 21 | 0.0% | 0.0% | 1422 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Orion Capital Management LLC | History | No change | 273 | 21 | 0.01% | 0.01% | 1423 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 263 | 20 | 0.0% | 0.0% | 1425 | +2 | 0.77% | Q1 2026 | May 15, 2026 |
| SIMA Wealth Partners, LLC | History | New | 251 | 19 | 0.01% | — | 1428 | +251 | New | Q1 2026 | May 15, 2026 |
| Abound Wealth Management | History | New | 250 | 19 | 0.0% | — | 1427 | +250 | New | Q1 2026 | Apr 10, 2026 |
| Center for Financial Planning, Inc. | History | No change | 250 | 19 | 0.0% | 0.0% | 1426 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 236 | 18 | 0.0% | — | 1430 | +236 | New | Q1 2026 | May 11, 2026 |
| Roxbury Financial LLC | History | No change | 230 | 18 | 0.02% | 0.02% | 1429 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| S&T BANK/PA | History | No change | 225 | 17 | 0.01% | 0.01% | 1431 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tidemark, LLC | History | No change | 226 | 17 | 0.0% | 0.01% | 1432 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Nova Wealth Management, Inc. | History | New | 207 | 16 | 0.01% | — | 1433 | +207 | New | Q1 2026 | Apr 14, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 200 | 15 | 0.01% | — | 1437 | +200 | New | Q1 2026 | Apr 28, 2026 |
| MilWealth Group LLC | History | Added to | 193 | 15 | 0.0% | 0.0% | 1436 | +1 | 0.52% | Q1 2026 | May 01, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 197 | 15 | 0.0% | 0.0% | 1434 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 200 | 15 | 0.01% | 0.0% | 1435 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| High Note Wealth, LLC | History | New | 184 | 14 | 0.0% | — | 1440 | +184 | New | Q1 2026 | May 11, 2026 |
| Bell Investment Advisors, Inc | History | New | 177 | 14 | 0.0% | — | 1441 | +177 | New | Q1 2026 | Apr 17, 2026 |
| Covestor Ltd | History | Added to | 181 | 14 | 0.01% | 0.01% | 1438 | +37 | 25.69% | Q1 2026 | May 05, 2026 |
| Westfuller Advisors, LLC | History | Added to | 182 | 14 | 0.01% | 0.0% | 1439 | +26 | 16.67% | Q1 2026 | Apr 28, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 164 | 13 | 0.0% | 0.0% | 1442 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Paladin Advisory Group, LLC | History | No change | 175 | 13 | 0.01% | 0.01% | 1443 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Burk Holdings LLC | History | New | 161 | 12 | 0.01% | — | 1445 | +161 | New | Q1 2026 | May 07, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | New | 159 | 12 | 0.01% | — | 1444 | +159 | New | Q1 2026 | Apr 07, 2026 |
| Piscataqua Savings Bank | History | No change | 150 | 11 | 0.01% | 0.01% | 1446 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 149 | 11 | 0.0% | 0.0% | 1447 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Holos Integrated Wealth LLC | History | No change | 137 | 10 | 0.01% | 0.01% | 1448 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SYM FINANCIAL Corp | History | New | 120 | 9 | 0.0% | — | 1449 | +120 | New | Q1 2026 | May 08, 2026 |
| Signature Equity Partners, LLC | History | New | 116 | 9 | 0.0% | — | 1450 | +116 | New | Q1 2026 | May 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 102 | 8 | 0.0% | 0.0% | 1453 | +10 | 10.87% | Q1 2026 | Apr 09, 2026 |
| Indiana Trust & Investment Management Co | History | Reduced | 113 | 8 | 0.0% | 0.0% | 1451 | -9 | -7.38% | Q1 2026 | Apr 28, 2026 |
| Anfield Capital Management, LLC | History | No change | 113 | 8 | 0.0% | 0.0% | 1452 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| KERR FINANCIAL PLANNING Corp | History | New | 92 | 7 | 0.01% | — | 1456 | +92 | New | Q1 2026 | Apr 29, 2026 |
| Millstone Evans Group, LLC | History | No change | 96 | 7 | 0.0% | 0.0% | 1454 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 94 | 7 | 0.01% | 0.01% | 1455 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 84 | 6 | 0.0% | 0.0% | 1457 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 81 | 6 | 0.0% | 0.0% | 1458 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 86 | 6 | 0.0% | 0.0% | 1459 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 68 | 5 | 0.0% | 0.0% | 1460 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Salomon & Ludwin, LLC | History | No change | 73 | 5 | 0.0% | 0.0% | 1461 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Register Financial Advisors LLC | History | New | 58 | 4 | 0.0% | — | 1463 | +58 | New | Q1 2026 | Apr 15, 2026 |
| Aventus Investment Advisors, Inc. | History | No change | 54 | 4 | 0.0% | 0.0% | 1462 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Hanson & Doremus Investment Management | History | No change | 37 | 3 | 0.0% | 0.0% | 1464 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 43 | 3 | 0.0% | 0.0% | 1465 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| New Republic Capital, LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 1466 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Truvestments Capital LLC | History | New | 34 | 2 | 0.0% | — | 1469 | +34 | New | Q1 2026 | May 13, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 33 | 2 | 0.0% | — | 1470 | +33 | New | Q1 2026 | May 12, 2026 |
| Davis Capital Management | History | No change | 31 | 2 | 0.0% | 0.0% | 1467 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 34 | 2 | 0.0% | 0.0% | 1468 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Triumph Capital Management | History | No change | 24 | 1 | 0.0% | 0.0% | 1471 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LRI Investments, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 1472 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 13 | 1 | 0.0% | 0.0% | 1473 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -2,100,506 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Trans-Canada Capital Inc. | History | Closed out | 0 | 0 | — | 2.77% | — | -603,024 | -100.0% | Q1 2026 | May 12, 2026 |
| John A. Wolfe & Associates, Inc. | History | Closed out | 0 | 0 | — | 23.38% | — | -543,043 | -100.0% | Q1 2026 | May 04, 2026 |
| NorthCoast Asset Management LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -193,488 | -100.0% | Q1 2026 | May 13, 2026 |
| Kensington Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -104,498 | -100.0% | Q1 2026 | May 21, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -87,145 | -100.0% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.86% | — | -78,934 | -100.0% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -61,384 | -100.0% | Q1 2026 | Apr 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,131 | -100.0% | Q1 2026 | May 15, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.87% | — | -36,938 | -100.0% | Q1 2026 | Apr 15, 2026 |
| SYKON CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.8% | — | -31,191 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Saba Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.06% | — | -24,140 | -100.0% | Q1 2026 | May 15, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 1.36% | — | -22,001 | -100.0% | Q1 2026 | Apr 28, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -21,001 | -100.0% | Q1 2026 | May 14, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -19,181 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -18,615 | -100.0% | Q1 2026 | May 14, 2026 |
| Crabel Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.01% | — | -16,693 | -100.0% | Q1 2026 | May 14, 2026 |
| ATX Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.95% | — | -15,404 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Lee Financial Co | History | Closed out | 0 | 0 | — | 0.15% | — | -13,486 | -100.0% | Q1 2026 | Apr 13, 2026 |
| M Holdings Securities, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -12,889 | -100.0% | Q1 2026 | May 12, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -12,829 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Point Nemo Capital, LLC | History | Closed out | 0 | 0 | — | 0.86% | — | -10,898 | -100.0% | Q1 2026 | May 15, 2026 |
| Freestone Capital Holdings, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,207 | -100.0% | Q1 2026 | May 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,056 | -100.0% | Q1 2026 | May 15, 2026 |
| Hidden Cove Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -8,629 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Legacy Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -7,700 | -100.0% | Q1 2026 | May 12, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -6,854 | -100.0% | Q1 2026 | May 04, 2026 |
| Lansing Street Advisors | History | Closed out | 0 | 0 | — | 0.14% | — | -6,654 | -100.0% | Q1 2026 | Apr 28, 2026 |
| First International Bank of Israel Ltd. | History | Closed out | 0 | 0 | — | 0.25% | — | -6,574 | -100.0% | Q1 2026 | May 14, 2026 |
| Q3 Asset Management | History | Closed out | 0 | 0 | — | 0.11% | — | -5,826 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Legacy PCG, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -5,519 | -100.0% | Q1 2026 | May 15, 2026 |
| Nadler Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -5,119 | -100.0% | Q1 2026 | May 04, 2026 |
| Transmarket Holdings LP | History | Closed out | 0 | 0 | — | 0.28% | — | -4,900 | -100.0% | Q1 2026 | May 13, 2026 |
| Redwood Financial Network Corp | History | Closed out | 0 | 0 | — | 0.25% | — | -4,884 | -100.0% | Q1 2026 | May 14, 2026 |
| EJMK Ventures LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -4,466 | -100.0% | Q1 2026 | Apr 24, 2026 |
| CFC Planning Co LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -4,408 | -100.0% | Q1 2026 | Apr 24, 2026 |
| ADE, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,354 | -100.0% | Q1 2026 | May 14, 2026 |
| Estate Counselors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,195 | -100.0% | Q1 2026 | May 15, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,175 | -100.0% | Q1 2026 | May 15, 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | History | Closed out | 0 | 0 | — | 0.05% | — | -4,100 | -100.0% | Q1 2026 | May 13, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.03% | — | -4,020 | -100.0% | Q1 2026 | Apr 24, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,639 | -100.0% | Q1 2026 | May 12, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -3,628 | -100.0% | Q1 2026 | May 12, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Closed out | 0 | 0 | — | 0.11% | — | -3,547 | -100.0% | Q1 2026 | May 08, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -3,517 | -100.0% | Q1 2026 | May 14, 2026 |
| Triton Financial Group Inc | History | Closed out | 0 | 0 | — | 0.18% | — | -3,490 | -100.0% | Q1 2026 | May 15, 2026 |
| PEOPLES BANK /OH | History | Closed out | 0 | 0 | — | 0.16% | — | -3,252 | -100.0% | Q1 2026 | Apr 24, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -3,193 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,082 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Tarbox Family Office, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -2,973 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Legacy Capital Group California, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -2,898 | -100.0% | Q1 2026 | May 04, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,872 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,846 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Capital Advantage, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,823 | -100.0% | Q1 2026 | Apr 10, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,788 | -100.0% | Q1 2026 | Apr 30, 2026 |
| David Kennon Inc | History | Closed out | 0 | 0 | — | 0.08% | — | -2,785 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -2,766 | -100.0% | Q1 2026 | May 13, 2026 |
| Verisail Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,566 | -100.0% | Q1 2026 | Apr 20, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,543 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Talisman Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -2,527 | -100.0% | Q1 2026 | May 15, 2026 |
| Family CFO Inc | History | Closed out | 0 | 0 | — | 0.08% | — | -2,134 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,551 | -100.0% | Q1 2026 | May 11, 2026 |
| Mendota Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,317 | -100.0% | Q1 2026 | Apr 16, 2026 |
| S.A. Mason LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,285 | -100.0% | Q1 2026 | Apr 27, 2026 |
| DT Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,261 | -100.0% | Q1 2026 | May 14, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -1,181 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 5 | 0 | — | 0.03% | — | -1,062 | -99.53% | Q1 2026 | Apr 27, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -835 | -100.0% | Q1 2026 | May 19, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -554 | -100.0% | Q1 2026 | May 15, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -375 | -100.0% | Q1 2026 | May 15, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -342 | -100.0% | Q1 2026 | May 08, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -334 | -100.0% | Q1 2026 | May 04, 2026 |
| HBW ADVISORY SERVICES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -292 | -100.0% | Q1 2026 | May 04, 2026 |
| HighMark Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -268 | -100.0% | Q1 2026 | May 05, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -256 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -245 | -100.0% | Q1 2026 | May 15, 2026 |
| Signature Resources Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -231 | -100.0% | Q1 2026 | May 01, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -225 | -100.0% | Q1 2026 | May 11, 2026 |
| REAP Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -179 | -100.0% | Q1 2026 | May 11, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -170 | -100.0% | Q1 2026 | May 01, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -142 | -100.0% | Q1 2026 | Apr 23, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q1 2026 | May 11, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | May 15, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q1 2026 | May 01, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q1 2026 | Apr 24, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 11 | 0 | — | 0.0% | — | -55 | -83.33% | Q1 2026 | Apr 23, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q1 2026 | May 14, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | May 06, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 9 | 0 | — | 0.0% | — | -15 | -62.5% | Q1 2026 | May 14, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 04, 2026 |
| Clayton Financial Group LLC | History | Added to | 7 | 0 | — | — | — | +5 | 250.0% | Q1 2026 | Apr 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 08, 2026 |
| American Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Russell Investments Group, Ltd. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |
| BNP PARIBAS | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cheviot Value Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| First Pacific Financial | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| New Millennium Group LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Values First Advisors, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |