VANGUARD TAX-MANAGED FUNDS - VEA
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 198,676,662 | 12,731,200 | 0.93% | 0.94% | 1 | -7,081,361 | -3.44% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Reduced | 137,930,799 | 8,838,606 | 16.74% | 16.49% | 2 | -657,567 | -0.47% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 120,418,397 | 7,716,410 | 5.23% | 5.55% | 3 | -3,756,634 | -3.03% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 86,071,437 | 5,515,457 | 1.48% | 1.42% | 4 | +9,669,702 | 12.66% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Reduced | 84,618,722 | 5,422,367 | 0.33% | 0.34% | 5 | -5,872,316 | -6.49% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 64,148,091 | 4,110,609 | 2.53% | 2.45% | 6 | +2,261,756 | 3.65% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 61,409,203 | 3,935,101 | 0.74% | 0.73% | 7 | -2,905,138 | -4.52% | Q1 2026 | May 11, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 57,686,964 | 3,696,580 | 8.11% | 8.19% | 8 | -998,618 | -1.7% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Added to | 53,670,869 | 3,439,229 | 0.45% | 0.41% | 9 | +1,720,572 | 3.31% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 54,998,602 | 3,416,739 | 1.64% | 2.02% | 10 | +2,090,116 | 3.95% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 47,313,421 | 3,031,844 | 0.53% | 0.43% | 11 | +5,041,973 | 11.93% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 35,738,763 | 2,290,139 | 3.39% | 3.32% | 12 | +894,577 | 2.57% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 35,566,989 | 2,278,375 | 2.66% | 2.45% | 13 | +2,569,595 | 7.79% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 33,373,857 | 2,088,230 | 2.99% | 2.22% | 14 | -1,475,686 | -4.23% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 32,329,953 | 2,071,439 | 3.61% | 3.58% | 15 | +2,163,532 | 7.17% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 30,665,391 | 1,965,038 | 0.29% | 0.28% | 16 | +3,141,379 | 11.41% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Reduced | 27,795,967 | 1,781,165 | 0.47% | 0.49% | 17 | -745,681 | -2.61% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 26,907,518 | 1,724,233 | 0.2% | 0.22% | 18 | -1,316,865 | -4.67% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 24,732,041 | 1,584,830 | 1.46% | 1.58% | 19 | -937,194 | -3.65% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 23,397,538 | 1,461,644 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Baird Financial Group, Inc. | History | Added to | 21,484,114 | 1,376,702 | 2.15% | 1.96% | 21 | +1,370,022 | 6.81% | Q1 2026 | May 14, 2026 |
| Jasper Ridge Partners, L.P. | History | Added to | 21,127,620 | 1,353,817 | 30.13% | 27.38% | 22 | +1,347,044 | 6.81% | Q1 2026 | May 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 20,980,753 | 1,344,446 | 0.73% | — | 23 | +20,980,753 | New | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Added to | 20,422,031 | 1,309,570 | 1.85% | 1.76% | 24 | +1,078,269 | 5.57% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 19,977,313 | 1,280,146 | 4.92% | — | 25 | +19,977,313 | New | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 16,771,525 | 1,074,719 | 1.5% | 1.42% | 26 | -243,149 | -1.43% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 15,686,207 | 1,005,172 | 0.31% | 0.28% | 27 | +1,407,811 | 9.86% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 15,567,374 | 997,557 | 0.05% | 0.05% | 28 | -38,525 | -0.25% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 15,645,905 | 970,515 | 0.06% | 0.06% | 29 | +1,365,928 | 9.57% | Q1 2026 | May 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 14,612,210 | 936,350 | 10.25% | 10.49% | 30 | -752,906 | -4.9% | Q1 2026 | May 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 14,562,701 | 933,177 | 7.33% | 6.75% | 31 | +980,768 | 7.22% | Q1 2026 | May 01, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 14,258,098 | 914,053 | 0.21% | 0.18% | 32 | +1,698,957 | 13.53% | Q1 2026 | May 15, 2026 |
| Facet Wealth, Inc. | History | Added to | 13,952,816 | 894,096 | 15.49% | 15.88% | 33 | +508,137 | 3.78% | Q1 2026 | May 07, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 13,176,389 | 844,343 | 0.16% | 0.16% | 34 | -914,724 | -6.49% | Q1 2026 | May 05, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 12,874,922 | 825,025 | 19.04% | 18.5% | 35 | +106,128 | 0.83% | Q1 2026 | Apr 29, 2026 |
| Valmark Advisers, Inc. | History | Added to | 12,151,204 | 778,649 | 9.25% | 9.18% | 36 | +220,266 | 1.85% | Q1 2026 | May 01, 2026 |
| US BANCORP \DE\ | History | Added to | 11,530,530 | 769,409 | 0.93% | 0.84% | 37 | +118,768 | 1.04% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 11,686,674 | 748,885 | 0.79% | 0.76% | 38 | +594,620 | 5.36% | Q1 2026 | May 05, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 10,948,174 | 701,558 | 5.28% | 5.23% | 39 | -106,832 | -0.97% | Q1 2026 | May 12, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 10,869,572 | 696,522 | 10.2% | 7.51% | 40 | +2,911,826 | 36.59% | Q1 2026 | Apr 09, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 9,907,011 | 634,841 | 0.55% | 0.59% | 41 | -1,651,127 | -14.29% | Q1 2026 | May 15, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 9,600,119 | 615,175 | 9.75% | 9.43% | 42 | +311,068 | 3.35% | Q1 2026 | May 13, 2026 |
| Fisher Asset Management, LLC | History | Added to | 9,538,714 | 611,240 | 0.21% | 0.2% | 43 | +70,693 | 0.75% | Q1 2026 | May 05, 2026 |
| SCS Capital Management LLC | History | Reduced | 9,303,611 | 596,175 | 6.32% | 6.28% | 44 | -186,068 | -1.96% | Q1 2026 | May 11, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 7,820,433 | 553,921 | 10.98% | 12.02% | 45 | +53,796 | 0.69% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Added to | 8,287,534 | 531,216 | 0.59% | 0.56% | 46 | +407,855 | 5.18% | Q1 2026 | May 14, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 8,136,420 | 521,381 | 3.39% | 3.21% | 47 | +103,705 | 1.29% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,084,586 | 518,060 | 0.3% | 0.29% | 48 | -419,021 | -4.93% | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 8,080,270 | 517,784 | 0.48% | 0.51% | 49 | -911,080 | -10.13% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 7,762,066 | 497,393 | 0.53% | 0.52% | 50 | +77,930 | 1.01% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 7,600,217 | 487,021 | 1.35% | 1.27% | 51 | -746,396 | -8.94% | Q1 2026 | May 04, 2026 |
| COUNTRY TRUST BANK | History | Added to | 7,398,667 | 474,106 | 9.01% | 8.29% | 52 | +70,372 | 0.96% | Q1 2026 | Apr 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 7,342,294 | 470,494 | 2.6% | 2.65% | 53 | +283,881 | 4.02% | Q1 2026 | May 15, 2026 |
| WIT, LLC | History | Reduced | 6,848,135 | 438,828 | 8.28% | 9.38% | 54 | -642,521 | -8.58% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 6,772,115 | 431,310 | 0.58% | — | 55 | +6,772,115 | New | Q1 2026 | May 12, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 6,275,829 | 402,155 | 11.07% | 10.89% | 56 | +70,996 | 1.14% | Q1 2026 | May 07, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 6,255,187 | 400,832 | 1.46% | 1.41% | 57 | -28,408 | -0.45% | Q1 2026 | Apr 24, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 5,891,488 | 368,041 | 0.12% | 0.1% | 58 | +626,671 | 11.9% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 5,657,116 | 362,507 | 1.24% | 1.14% | 59 | -4,893 | -0.09% | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 5,345,932 | 342,567 | 4.11% | 3.98% | 60 | -159,700 | -2.9% | Q1 2026 | May 06, 2026 |
| Pathstone Holdings, LLC | History | Added to | 5,338,767 | 342,108 | 1.36% | 1.13% | 61 | +644,407 | 13.73% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Added to | 5,300,718 | 339,669 | 0.69% | 0.67% | 62 | +32,637 | 0.62% | Q1 2026 | May 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 5,308,961 | 331,650 | 0.56% | 0.56% | 63 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 5,103,764 | 327,049 | 0.6% | 0.63% | 64 | +1,910,615 | 59.83% | Q1 2026 | May 01, 2026 |
| Ballentine Partners, LLC | History | Added to | 5,017,663 | 321,531 | 4.48% | 4.32% | 65 | +91,523 | 1.86% | Q1 2026 | May 14, 2026 |
| Wedmont Private Capital | History | Added to | 4,740,776 | 321,519 | 10.37% | 9.56% | 66 | +432,212 | 10.03% | Q1 2026 | Apr 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,975,739 | 318,890 | 0.47% | 0.44% | 67 | +118,186 | 2.43% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 4,969,772 | 318,462 | 1.68% | 1.33% | 68 | +1,932,514 | 63.63% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 4,942,229 | 316,698 | 0.33% | 0.35% | 69 | -821,640 | -14.26% | Q1 2026 | May 12, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 4,841,404 | 310,237 | 2.26% | 2.41% | 70 | +87,309 | 1.84% | Q1 2026 | May 15, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 4,776,066 | 306,050 | 3.62% | 3.42% | 71 | -45,720 | -0.95% | Q1 2026 | May 15, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Added to | 4,763,933 | 305,272 | 2.59% | 2.29% | 72 | +201,932 | 4.43% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,762,512 | 305,181 | 0.54% | 0.52% | 73 | +100,079 | 2.15% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 4,719,883 | 302,450 | 0.11% | 0.03% | 74 | +3,218,509 | 214.37% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 4,624,277 | 296,323 | 1.67% | 1.6% | 75 | +168,702 | 3.79% | Q1 2026 | May 15, 2026 |
| Ally Invest Advisors Inc. | History | Reduced | 4,557,340 | 292,034 | 19.66% | 19.85% | 76 | -47,407 | -1.03% | Q1 2026 | May 12, 2026 |
| NEPC LLC | History | Reduced | 4,487,383 | 287,551 | 5.72% | 6.09% | 77 | -88,604 | -1.94% | Q1 2026 | May 15, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 4,430,181 | 283,886 | 3.85% | 3.3% | 78 | +265,162 | 6.37% | Q1 2026 | May 04, 2026 |
| TFO Wealth Partners, LLC | History | Reduced | 4,294,262 | 275,176 | 37.42% | 40.82% | 79 | -72,235 | -1.65% | Q1 2026 | May 08, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | Added to | 4,397,138 | 272,754 | 11.18% | 0.08% | 80 | +4,372,749 | 17929.19% | Q1 2026 | Apr 27, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 4,222,808 | 270,597 | 0.91% | 0.91% | 81 | -98,353 | -2.28% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 4,110,119 | 263,376 | 0.36% | 0.32% | 82 | +233,277 | 6.02% | Q1 2026 | Apr 27, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 4,102,415 | 262,882 | 6.27% | 6.07% | 83 | -40,413 | -0.98% | Q1 2026 | Apr 30, 2026 |
| BlackRock, Inc. | History | Added to | 4,066,994 | 260,612 | 0.0% | 0.0% | 84 | +254,068 | 6.66% | Q1 2026 | May 13, 2026 |
| VANGUARD ADVISERS INC | History | New | 3,989,649 | 255,656 | 1.0% | — | 85 | +3,989,649 | New | Q1 2026 | May 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 3,957,635 | 253,605 | 1.94% | 1.81% | 86 | +117,470 | 3.06% | Q1 2026 | May 14, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 3,896,828 | 249,708 | 11.11% | 11.5% | 87 | -486,723 | -11.1% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 3,862,086 | 247,482 | 0.71% | 0.53% | 88 | +713,555 | 22.66% | Q1 2026 | May 08, 2026 |
| Savant Capital, LLC | History | Added to | 3,809,462 | 244,110 | 1.18% | 1.32% | 89 | +98,505 | 2.65% | Q1 2026 | May 04, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 3,654,573 | 234,185 | 15.59% | 14.14% | 90 | -3,619 | -0.1% | Q1 2026 | May 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 3,649,530 | 233,861 | 6.45% | 6.13% | 91 | +99,960 | 2.82% | Q1 2026 | Apr 23, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 3,572,615 | 228,933 | 1.39% | 1.39% | 92 | -58,105 | -1.6% | Q1 2026 | May 05, 2026 |
| Creekmur Asset Management LLC | History | New | 3,524 | 225,786 | 17.02% | — | 93 | +3,524 | New | Q1 2026 | May 08, 2026 |
| BLB&B Advisors, LLC | History | Added to | 3,513,752 | 225,161 | 9.3% | 9.09% | 94 | +34,025 | 0.98% | Q1 2026 | Apr 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 3,462,023 | 221,846 | 0.57% | 0.52% | 95 | +333,992 | 10.68% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 3,460,078 | 221,722 | 0.55% | 0.51% | 96 | -119,053 | -3.33% | Q1 2026 | Apr 22, 2026 |
| Truepoint, Inc. | History | Reduced | 3,455,184 | 221,408 | 4.94% | 5.05% | 97 | -133,886 | -3.73% | Q1 2026 | May 08, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 3,410,358 | 218,535 | 0.14% | 0.1% | 98 | +590,896 | 20.96% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 3,362,729 | 218,472 | 0.65% | 0.74% | 99 | +1,445,909 | 75.43% | Q1 2026 | May 12, 2026 |
| DV EQUITIES, LLC | History | No change | 3,385,845 | 211,513 | 37.94% | 37.94% | 100 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,219,453 | 209,714 | 1.98% | 1.75% | 101 | +603,810 | 23.08% | Q1 2026 | Apr 07, 2026 |
| BANK OF HAWAII | History | Reduced | 3,067,085 | 196,538 | 10.29% | 11.62% | 102 | -696,351 | -18.5% | Q1 2026 | May 14, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 2,948,244 | 188,923 | 5.73% | 5.15% | 103 | +162,739 | 5.84% | Q1 2026 | May 13, 2026 |
| Tanglewood Wealth Management, Inc. | History | Reduced | 2,913,636 | 186,705 | 15.46% | 16.76% | 104 | -11,745 | -0.4% | Q1 2026 | Apr 20, 2026 |
| Foster Group, Inc. | History | Added to | 2,834,008 | 181,603 | 5.41% | 5.29% | 105 | +34,665 | 1.24% | Q1 2026 | Apr 13, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 2,783,625 | 178,374 | 7.88% | 7.9% | 106 | -28,799 | -1.02% | Q1 2026 | Apr 09, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 2,669,304 | 171,049 | 4.79% | 3.52% | 107 | +506,460 | 23.42% | Q1 2026 | Apr 28, 2026 |
| LINCOLN NATIONAL CORP | History | Reduced | 2,653,608 | 170,043 | 4.92% | 5.02% | 108 | -92,670 | -3.37% | Q1 2026 | May 04, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 2,592,872 | 166,151 | 10.04% | 9.49% | 109 | +111,177 | 4.48% | Q1 2026 | May 12, 2026 |
| DAVIS R M INC | History | Added to | 2,590,950 | 166,028 | 2.95% | 2.67% | 110 | +108,665 | 4.38% | Q1 2026 | May 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 2,570,908 | 164,743 | 2.03% | 2.06% | 111 | +8,270 | 0.32% | Q1 2026 | May 08, 2026 |
| Clark Asset Management, LLC | History | Added to | 2,557,181 | 163,864 | 15.39% | 15.18% | 112 | +215,933 | 9.22% | Q1 2026 | Apr 16, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 2,539,753 | 162,747 | 2.33% | 2.19% | 113 | +508,606 | 25.04% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 2,416,424 | 154,844 | 1.32% | 1.11% | 114 | -15,545 | -0.64% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 2,395,141 | 153,480 | 1.21% | 1.1% | 115 | -52,838 | -2.16% | Q1 2026 | May 11, 2026 |
| EASTERN BANK | History | Reduced | 2,386,846 | 152,949 | 2.63% | 2.62% | 116 | -40,449 | -1.67% | Q1 2026 | Apr 07, 2026 |
| Oakworth Capital, Inc. | History | Added to | 2,337,244 | 149,770 | 7.93% | 7.58% | 117 | +115,839 | 5.21% | Q1 2026 | Apr 24, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 2,336,037 | 149,693 | 2.51% | 2.04% | 118 | +371,531 | 18.91% | Q1 2026 | Apr 21, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 2,305,373 | 147,728 | 9.56% | 9.03% | 119 | +22,759 | 1.0% | Q1 2026 | May 05, 2026 |
| Hirtle & Co., LLC | History | Added to | 2,300,281 | 147,402 | 5.05% | 4.58% | 120 | +145,148 | 6.73% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 2,289,350 | 146,701 | 0.81% | 2.64% | 121 | -9,739,810 | -80.97% | Q1 2026 | Apr 29, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 2,257,880 | 144,684 | 2.6% | 2.38% | 122 | +213,623 | 10.45% | Q1 2026 | May 14, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 2,257,633 | 144,669 | 7.64% | 7.05% | 123 | +36,428 | 1.64% | Q1 2026 | Apr 29, 2026 |
| Hills Bank & Trust Co | History | Added to | 2,247,545 | 144,022 | 6.96% | 8.09% | 124 | +21,464 | 0.96% | Q1 2026 | May 01, 2026 |
| Nearwater Capital Markets, Ltd | History | Reduced | 2,227,000 | 142,706 | 3.37% | 5.04% | 125 | -2,487,850 | -52.77% | Q1 2026 | May 15, 2026 |
| JABODON PT CO | History | Added to | 2,203,616 | 141,208 | 16.41% | 16.34% | 126 | +227,438 | 11.51% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,187,334 | 140,756 | 0.29% | 0.28% | 127 | -1,066,895 | -32.78% | Q1 2026 | Apr 08, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 2,182,786 | 139,872 | 1.13% | 1.03% | 128 | +157,074 | 7.75% | Q1 2026 | May 01, 2026 |
| Keewaydin Investments LLC | History | Reduced | 2,176,727 | 139,484 | 44.0% | 39.02% | 129 | -170,760 | -7.27% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 2,172,361 | 139,210 | 0.12% | 0.18% | 130 | -909,412 | -29.51% | Q1 2026 | May 14, 2026 |
| Steele Capital Management, Inc. | History | Added to | 2,152,149 | 137,909 | 5.71% | 5.66% | 131 | +41,816 | 1.98% | Q1 2026 | Apr 29, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 2,138,735 | 137,050 | 0.02% | 0.07% | 132 | -4,955,881 | -69.85% | Q1 2026 | May 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 2,188,111 | 136,691 | 0.65% | 0.65% | 133 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Reduced | 2,098,908 | 134,498 | 2.72% | 2.65% | 134 | -11,695 | -0.55% | Q1 2026 | May 11, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 2,084,557 | 133,578 | 0.02% | 0.02% | 135 | -193,423 | -8.49% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 2,064,817 | 132,313 | 0.57% | 0.47% | 136 | +267,118 | 14.86% | Q1 2026 | May 15, 2026 |
| HM PAYSON & CO | History | Added to | 2,039,445 | 130,687 | 1.89% | 0.23% | 137 | +1,780,871 | 688.73% | Q1 2026 | Apr 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 2,017,148 | 129,258 | 1.8% | 1.46% | 138 | +276,413 | 15.88% | Q1 2026 | May 01, 2026 |
| Fusion Family Wealth, LLC | History | Added to | 1,982,081 | 127,011 | 9.48% | 9.2% | 139 | +37,987 | 1.95% | Q1 2026 | May 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,960,679 | 125,640 | 3.83% | 2.41% | 140 | +910,882 | 86.77% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 1,952,611 | 125,123 | 0.05% | 0.05% | 141 | +246,652 | 14.46% | Q1 2026 | May 11, 2026 |
| Empowered Funds, LLC | History | New | 1,936,398 | 124,084 | 0.79% | — | 142 | +1,936,398 | New | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | Added to | 1,740,478 | 121,189 | 1.8% | 2.14% | 143 | +5,238 | 0.3% | Q1 2026 | Apr 20, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 1,890,946 | 121,171 | 2.64% | 1.95% | 144 | +390,223 | 26.0% | Q1 2026 | May 15, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 1,839,884 | 117,899 | 2.35% | 2.09% | 145 | +17,436 | 0.96% | Q1 2026 | Apr 15, 2026 |
| COMERICA BANK | History | No change | 1,851,395 | 115,656 | 0.46% | 0.46% | 146 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Employees Retirement System of Texas | History | No change | 1,798,331 | 115,237 | 1.01% | 0.91% | 147 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Allen Investment Management, LLC | History | Added to | 1,777,177 | 113,881 | 1.41% | 0.93% | 148 | +436,698 | 32.58% | Q1 2026 | May 07, 2026 |
| PDS Planning, Inc | History | Reduced | 1,741,699 | 111,608 | 7.36% | 7.39% | 149 | -28,413 | -1.61% | Q1 2026 | Apr 21, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 1,723,173 | 110,420 | 0.49% | 0.45% | 150 | +60,725 | 3.65% | Q1 2026 | May 07, 2026 |
| DT Investment Partners, LLC | History | Added to | 1,701,316 | 109,020 | 9.07% | 8.52% | 151 | +53,453 | 3.24% | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | Added to | 1,644,980 | 105,410 | 0.51% | 0.46% | 152 | +325,289 | 24.65% | Q1 2026 | May 11, 2026 |
| Midwest Trust Co | History | Added to | 1,629,166 | 104,396 | 1.3% | 1.24% | 153 | +43,602 | 2.75% | Q1 2026 | May 01, 2026 |
| REBALANCE, LLC | History | Reduced | 1,589,892 | 101,880 | 5.92% | 5.88% | 154 | -21,413 | -1.33% | Q1 2026 | May 11, 2026 |
| BROWN ADVISORY INC | History | Added to | 1,589,470 | 101,853 | 0.17% | 0.13% | 155 | +67,254 | 4.42% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 1,577,008 | 101,054 | 2.35% | 2.39% | 156 | +200 | 0.01% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,559,457 | 99,929 | 0.91% | 0.2% | 157 | +1,303,244 | 508.66% | Q1 2026 | May 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 1,554,661 | 99,622 | 2.71% | 2.52% | 158 | -9,903 | -0.63% | Q1 2026 | Apr 13, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 1,554,354 | 99,603 | 1.43% | 1.55% | 159 | +10,215 | 0.66% | Q1 2026 | Apr 10, 2026 |
| WHITTIER TRUST CO | History | Added to | 1,525,106 | 99,314 | 1.12% | 0.95% | 160 | +162,295 | 11.91% | Q1 2026 | Apr 28, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 1,544,563 | 98,975 | 6.1% | 5.85% | 161 | +50,411 | 3.37% | Q1 2026 | May 05, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 1,583,314 | 98,909 | 7.23% | 7.23% | 162 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,535,055 | 98,366 | 0.37% | 0.36% | 163 | +151,601 | 10.96% | Q1 2026 | Apr 30, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 1,502,484 | 96,279 | 9.37% | 8.01% | 164 | +71,397 | 4.99% | Q1 2026 | May 01, 2026 |
| CENTRAL TRUST Co | History | Added to | 1,457,328 | 93,385 | 1.84% | 1.44% | 165 | +278,438 | 23.62% | Q1 2026 | Apr 17, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 1,445,106 | 92,602 | 12.05% | 11.94% | 166 | -7,760 | -0.53% | Q1 2026 | Apr 28, 2026 |
| Waverly Advisors, LLC | History | Reduced | 1,416,937 | 90,797 | 0.68% | 0.72% | 167 | -1,374 | -0.1% | Q1 2026 | May 15, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 1,398,364 | 89,607 | 15.21% | 15.34% | 168 | +1,597 | 0.11% | Q1 2026 | May 01, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 1,380,471 | 88,460 | 0.07% | 0.06% | 169 | +145,844 | 11.81% | Q1 2026 | May 11, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 1,380,121 | 88,438 | 5.65% | 5.47% | 170 | -1,938 | -0.14% | Q1 2026 | Apr 14, 2026 |
| NewEdge Wealth, LLC | History | Added to | 1,360,500 | 87,180 | 1.04% | 0.77% | 171 | +263,626 | 24.03% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,349,511 | 86,476 | 0.41% | 0.34% | 172 | +176,197 | 15.02% | Q1 2026 | Apr 24, 2026 |
| Arvest Bank Trust Division | History | Added to | 1,343,652 | 86,101 | 4.68% | 4.02% | 173 | +154,176 | 12.96% | Q1 2026 | May 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 1,335,202 | 85,560 | 1.09% | 1.03% | 174 | +21,038 | 1.6% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Added to | 1,333,248 | 85,420 | 1.05% | 1.06% | 175 | +3,569 | 0.27% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 1,321,214 | 84,915 | 0.42% | 0.39% | 176 | +139,562 | 11.81% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 1,272,621 | 81,549 | 0.25% | 0.23% | 177 | +22,688 | 1.82% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,275,510 | 81,466 | 0.16% | 0.16% | 178 | -144,324 | -10.16% | Q1 2026 | May 01, 2026 |
| CONNABLE OFFICE INC | History | Reduced | 1,259,848 | 80,731 | 7.94% | 7.47% | 179 | -43,943 | -3.37% | Q1 2026 | Apr 29, 2026 |
| Wallington Asset Management, LLC | History | Reduced | 1,253,147 | 80,301 | 10.67% | 10.05% | 180 | -14,992 | -1.18% | Q1 2026 | Apr 22, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 1,253,008 | 80,292 | 10.37% | 9.88% | 181 | -5,418 | -0.43% | Q1 2026 | May 05, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 1,250,000 | 80,100 | 2.93% | 2.61% | 182 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 1,240,204 | 79,472 | 10.26% | 10.11% | 183 | -45,156 | -3.51% | Q1 2026 | May 07, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 1,220,992 | 78,241 | 1.61% | 1.58% | 184 | -49,524 | -3.9% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 1,211,578 | 77,637 | 0.87% | 0.46% | 185 | +628,701 | 107.86% | Q1 2026 | May 14, 2026 |
| Klingman & Associates, LLC | History | Added to | 1,210,939 | 77,596 | 3.71% | 3.45% | 186 | +65,390 | 5.71% | Q1 2026 | May 14, 2026 |
| Human Investing LLC | History | Reduced | 1,208,409 | 77,434 | 11.28% | 10.99% | 187 | -37,526 | -3.01% | Q1 2026 | May 07, 2026 |
| SOFI WEALTH, LLC | History | Reduced | 1,194,817 | 76,563 | 3.69% | 5.01% | 188 | -413,573 | -25.71% | Q1 2026 | May 05, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 1,192,727 | 76,429 | 4.99% | 4.3% | 189 | +102,790 | 9.43% | Q1 2026 | Apr 27, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 1,185,979 | 75,997 | 3.18% | 3.21% | 190 | +5,273 | 0.45% | Q1 2026 | Apr 30, 2026 |
| Auto-Owners Insurance Co | History | No change | 1,178,750 | 75,534 | 1.58% | 1.55% | 191 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 1,174,605 | 75,268 | 11.6% | 10.94% | 192 | -81,825 | -6.51% | Q1 2026 | May 06, 2026 |
| Inherent Management Corp. | History | No change | 1,171,437 | 75,065 | 38.15% | 37.55% | 193 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LVW Advisors, LLC | History | Reduced | 1,169,707 | 74,954 | 7.14% | 7.91% | 194 | -79,537 | -6.37% | Q1 2026 | Apr 20, 2026 |
| ALPS ADVISORS INC | History | Reduced | 1,158,201 | 74,217 | 0.35% | 0.49% | 195 | -183,435 | -13.67% | Q1 2026 | May 08, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 1,157,964 | 74,202 | 9.37% | 8.75% | 196 | -3,803 | -0.33% | Q1 2026 | Apr 24, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,151,187 | 73,768 | 0.03% | 0.03% | 197 | +191,458 | 19.95% | Q1 2026 | May 15, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 1,139,233 | 73,002 | 0.62% | 0.68% | 198 | -126,704 | -10.01% | Q1 2026 | May 07, 2026 |
| Adventist Health System/ West | History | No change | 1,131,440 | 72,502 | 12.86% | 11.88% | 199 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tanager Wealth Management LLP | History | Added to | 1,128,295 | 72,301 | 7.0% | 6.95% | 200 | +14,184 | 1.27% | Q1 2026 | Apr 20, 2026 |
| BOKF, NA | History | Added to | 1,128,273 | 72,299 | 1.11% | 1.04% | 201 | +44,543 | 4.11% | Q1 2026 | May 08, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 1,127,248 | 72,234 | 12.89% | 12.24% | 202 | +77,360 | 7.37% | Q1 2026 | May 01, 2026 |
| Legacy Private Trust Co. | History | Reduced | 1,122,493 | 71,929 | 4.42% | 4.19% | 203 | -21,704 | -1.9% | Q1 2026 | Apr 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 1,103,762 | 71,876 | 1.48% | 1.4% | 204 | +50,751 | 4.82% | Q1 2026 | Apr 28, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,118,640 | 71,682 | 1.1% | 1.07% | 205 | -4,033 | -0.36% | Q1 2026 | Apr 07, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 1,111,319 | 71,213 | 6.78% | 3.88% | 206 | +466,102 | 72.24% | Q1 2026 | Apr 09, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,101,228 | 70,566 | 0.78% | 0.45% | 207 | +568,339 | 106.65% | Q1 2026 | May 15, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 1,098,313 | 70,379 | 3.22% | 2.7% | 208 | +107,799 | 10.88% | Q1 2026 | May 06, 2026 |
| WestHill Financial Advisors, Inc. | History | Reduced | 1,094,065 | 70,107 | 13.41% | 13.18% | 209 | -16,638 | -1.5% | Q1 2026 | Apr 09, 2026 |
| Compound Planning, Inc. | History | Reduced | 1,089,021 | 69,784 | 2.14% | 2.23% | 210 | -125,502 | -10.33% | Q1 2026 | May 14, 2026 |
| Sageworth Trust Co | History | Added to | 1,079,778 | 69,192 | 2.97% | 2.2% | 211 | +257,424 | 31.3% | Q1 2026 | Apr 29, 2026 |
| West Financial Advisors, LLC | History | Reduced | 1,069,091 | 68,507 | 11.63% | 11.61% | 212 | -32,412 | -2.94% | Q1 2026 | Apr 08, 2026 |
| CHAI TRUST CO LLC | History | Added to | 1,061,981 | 68,051 | 5.76% | 4.71% | 213 | +187,096 | 21.39% | Q1 2026 | May 15, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 1,043,067 | 67,697 | 2.5% | 1.98% | 214 | +845,332 | 427.51% | Q1 2026 | May 14, 2026 |
| Sepio Capital, LP | History | Added to | 1,055,102 | 67,610 | 3.67% | 3.55% | 215 | +18,165 | 1.75% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Added to | 1,049,185 | 67,231 | 0.77% | 0.73% | 216 | +25,145 | 2.46% | Q1 2026 | Apr 16, 2026 |
| Atria Investments, Inc | History | Reduced | 1,040,629 | 66,683 | 0.75% | 0.88% | 217 | -201,539 | -16.22% | Q1 2026 | May 05, 2026 |
| Trilogy Capital Inc. | History | Reduced | 1,037,450 | 66,479 | 2.93% | 2.92% | 218 | -9,176 | -0.88% | Q1 2026 | Apr 21, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 1,036,323 | 66,407 | 2.73% | 2.35% | 219 | +113,646 | 12.32% | Q1 2026 | Apr 14, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 1,035,011 | 66,324 | 4.58% | 5.48% | 220 | +20,839 | 2.05% | Q1 2026 | May 18, 2026 |
| Charles Schwab Trust Co | History | Reduced | 1,032,535 | 66,164 | 4.29% | 4.43% | 221 | -47,435 | -4.39% | Q1 2026 | Apr 10, 2026 |
| Ellenbecker Investment Group | History | Added to | 1,026,987 | 65,809 | 8.86% | 8.32% | 222 | +75,233 | 7.9% | Q1 2026 | Apr 23, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 1,009,671 | 64,699 | 3.98% | 4.19% | 223 | +14,261 | 1.43% | Q1 2026 | Apr 28, 2026 |
| KWMG, LLC | History | Added to | 997,098 | 63,894 | 5.33% | 5.29% | 224 | +14,499 | 1.48% | Q1 2026 | Apr 09, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 995,981 | 63,822 | 13.5% | 13.08% | 225 | +16,693 | 1.7% | Q1 2026 | May 12, 2026 |
| Keel Point, LLC | History | No change | 1,012,021 | 63,220 | 3.81% | 3.81% | 226 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pine Ridge Advisers LLC | History | No change | 984,266 | 63,071 | 3.88% | 3.67% | 227 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 960,908 | 62,593 | 0.1% | 0.11% | 228 | -69,037 | -6.7% | Q1 2026 | May 05, 2026 |
| WELCH & FORBES LLC | History | Added to | 970,411 | 62,183 | 0.8% | 0.73% | 229 | +3,028 | 0.31% | Q1 2026 | May 01, 2026 |
| UMB Bank, n.a. | History | Added to | 968,323 | 62,050 | 0.87% | 0.8% | 230 | +1,865 | 0.19% | Q1 2026 | May 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 956,431 | 61,288 | 0.34% | 0.32% | 231 | +29,974 | 3.24% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 938,479 | 60,137 | 0.31% | 0.29% | 232 | +83,975 | 9.83% | Q1 2026 | May 08, 2026 |
| Merit Financial Group, LLC | History | Reduced | 933,569 | 59,823 | 0.44% | 0.47% | 233 | -7,130 | -0.76% | Q1 2026 | Apr 15, 2026 |
| First Western Trust Bank | History | Added to | 930,771 | 59,643 | 3.01% | 2.07% | 234 | +255,940 | 37.93% | Q1 2026 | May 12, 2026 |
| REAP Financial Group, LLC | History | Added to | 927,578 | 59,439 | 11.73% | 11.13% | 235 | +50,523 | 5.76% | Q1 2026 | May 11, 2026 |
| DRW Securities, LLC | History | Added to | 925,404 | 59,299 | 0.82% | 0.17% | 236 | +825,006 | 821.74% | Q1 2026 | May 13, 2026 |
| Avion Wealth | History | Reduced | 917,970 | 58,823 | 12.15% | 12.48% | 237 | -34,348 | -3.61% | Q1 2026 | May 01, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 917,014 | 58,762 | 3.35% | 3.24% | 238 | +49,182 | 5.67% | Q1 2026 | Apr 09, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 913,241 | 58,520 | 2.92% | 2.69% | 239 | +40,010 | 4.58% | Q1 2026 | May 07, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 911,468 | 58,406 | 5.57% | 5.59% | 240 | -14,808 | -1.6% | Q1 2026 | May 13, 2026 |
| Citizens Business Bank | History | Reduced | 910,316 | 58,333 | 9.56% | 9.5% | 241 | -9,876 | -1.07% | Q1 2026 | May 01, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 907,001 | 58,120 | 2.82% | 2.75% | 242 | -8,171 | -0.89% | Q1 2026 | May 04, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 906,112 | 58,063 | 0.41% | 0.42% | 243 | +17,307 | 1.95% | Q1 2026 | Apr 14, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 900,266 | 57,689 | 7.87% | 7.56% | 244 | +38,796 | 4.5% | Q1 2026 | Apr 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 898,925 | 57,603 | 1.0% | 1.01% | 245 | -10,064 | -1.11% | Q1 2026 | May 04, 2026 |
| Gemmer Asset Management LLC | History | Added to | 898,383 | 57,568 | 4.55% | 4.27% | 246 | +10,799 | 1.22% | Q1 2026 | Apr 22, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 895,783 | 57,401 | 16.14% | 15.76% | 247 | +11,513 | 1.3% | Q1 2026 | May 01, 2026 |
| Financial Advisors Network, Inc. | History | Reduced | 892,836 | 57,212 | 7.9% | 8.11% | 248 | -54,351 | -5.74% | Q1 2026 | May 14, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 885,176 | 56,722 | 2.37% | 2.5% | 249 | -47,781 | -5.12% | Q1 2026 | May 07, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 884,885 | 56,703 | 0.9% | — | 250 | +884,885 | New | Q1 2026 | May 15, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Added to | 876,046 | 56,137 | 4.59% | 4.17% | 251 | +22,952 | 2.69% | Q1 2026 | Apr 16, 2026 |
| Jacobsen Capital Management | History | Reduced | 874,716 | 56,051 | 18.93% | 20.71% | 252 | -140,060 | -13.8% | Q1 2026 | Apr 24, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 868,550 | 55,656 | 0.27% | 0.3% | 253 | -57,147 | -6.17% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Added to | 863,858 | 55,356 | 0.89% | 0.58% | 254 | +290,470 | 50.66% | Q1 2026 | Apr 27, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 861,720 | 55,219 | 3.79% | 3.47% | 255 | +162,104 | 23.17% | Q1 2026 | Apr 17, 2026 |
| Arlington Trust Co LLC | History | Added to | 861,007 | 55,173 | 4.86% | 5.25% | 256 | +36,081 | 4.37% | Q1 2026 | Apr 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 859,850 | 55,099 | 0.01% | 0.01% | 257 | +164,226 | 23.61% | Q1 2026 | May 15, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Reduced | 859,108 | 55,051 | 11.71% | 11.54% | 258 | -1,124 | -0.13% | Q1 2026 | May 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 858,247 | 54,996 | 0.43% | 0.44% | 259 | +26,404 | 3.17% | Q1 2026 | Apr 07, 2026 |
| Chandler Asset Management, Inc. | History | Reduced | 856,468 | 54,882 | 8.32% | 9.12% | 260 | -66,235 | -7.18% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 850,183 | 54,479 | 0.22% | 0.23% | 261 | -36,512 | -4.12% | Q1 2026 | May 14, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 842,318 | 53,975 | 7.8% | 6.91% | 262 | +15,153 | 1.83% | Q1 2026 | May 14, 2026 |
| Consolidated Portfolio Review Corp | History | No change | 839,410 | 53,789 | 4.91% | 4.53% | 263 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Composition Wealth, LLC | History | Added to | 836,440 | 53,599 | 0.74% | 0.74% | 264 | +15,453 | 1.88% | Q1 2026 | Apr 08, 2026 |
| Wealth Architects, LLC | History | Reduced | 835,644 | 53,548 | 4.77% | 5.21% | 265 | -89,981 | -9.72% | Q1 2026 | May 15, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 832,286 | 53,332 | 4.65% | 5.19% | 266 | -69,056 | -7.66% | Q1 2026 | Apr 07, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 831,827 | 53,303 | 3.24% | 3.06% | 267 | -19,595,694 | -95.93% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 830,644 | 53,227 | 1.14% | 1.05% | 268 | +48,579 | 6.21% | Q1 2026 | May 01, 2026 |
| Hamilton Wealth, LLC | History | Added to | 820,233 | 52,560 | 3.73% | 3.25% | 269 | +547,072 | 200.27% | Q1 2026 | May 18, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 820,151 | 52,555 | 1.34% | 1.4% | 270 | -43,949 | -5.09% | Q1 2026 | May 13, 2026 |
| OLIO Financial Planning | History | Reduced | 818,156 | 52,427 | 14.52% | 14.48% | 271 | -8,442 | -1.02% | Q1 2026 | Apr 14, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 811,831 | 52,022 | 5.98% | 6.11% | 272 | -2,026 | -0.25% | Q1 2026 | Apr 17, 2026 |
| Trust Co | History | Added to | 803,197 | 51,468 | 4.82% | 4.64% | 273 | +11,857 | 1.5% | Q1 2026 | Apr 13, 2026 |
| Keener Financial Planning LLC | History | Reduced | 802,324 | 51,412 | 21.61% | 21.75% | 274 | -3,507 | -0.44% | Q1 2026 | May 01, 2026 |
| Parker Financial LLC | History | Reduced | 799,373 | 51,085 | 20.41% | 20.7% | 275 | -17,533 | -2.15% | Q1 2026 | Apr 21, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 796,228 | 51,022 | 2.7% | 2.55% | 276 | +23,204 | 3.0% | Q1 2026 | Apr 17, 2026 |
| Journey Advisory Group, LLC | History | Added to | 792,195 | 50,763 | 4.33% | 3.84% | 277 | +61,355 | 8.4% | Q1 2026 | May 05, 2026 |
| Partners in Financial Planning | History | Added to | 789,474 | 50,589 | 8.39% | 8.22% | 278 | +12,009 | 1.54% | Q1 2026 | May 11, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 788,500 | 50,527 | 0.09% | 0.05% | 279 | +246,800 | 45.56% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 782,578 | 50,096 | 0.5% | 0.54% | 280 | +81,412 | 11.61% | Q1 2026 | May 13, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 779,154 | 49,928 | 11.64% | 11.75% | 281 | +7,503 | 0.97% | Q1 2026 | Apr 08, 2026 |
| GP Brinson Investments LLC | History | No change | 777,776 | 49,839 | 22.62% | 20.93% | 282 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| First Bank & Trust | History | Reduced | 776,648 | 49,767 | 8.02% | 8.08% | 283 | -17,796 | -2.24% | Q1 2026 | Apr 10, 2026 |
| Summit Financial, LLC | History | Added to | 774,716 | 49,643 | 0.63% | 0.66% | 284 | +57,968 | 8.09% | Q1 2026 | May 15, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 771,539 | 49,440 | 6.77% | 6.33% | 285 | +85,148 | 12.41% | Q1 2026 | Apr 24, 2026 |
| Perkins Coie Trust Co | History | Added to | 770,556 | 49,377 | 9.49% | 8.83% | 286 | +11,891 | 1.57% | Q1 2026 | Apr 15, 2026 |
| Cliffwater LLC | History | No change | 770,181 | 49,353 | 13.08% | 10.1% | 287 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 768,573 | 49,250 | 0.27% | 0.26% | 288 | +13,295 | 1.76% | Q1 2026 | May 05, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 767,016 | 49,150 | 9.49% | 9.07% | 289 | +57,413 | 8.09% | Q1 2026 | Apr 21, 2026 |
| Financial Advisory Corp | History | Reduced | 760,053 | 48,704 | 6.77% | 7.05% | 290 | -16,169 | -2.08% | Q1 2026 | Apr 10, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 748,732 | 47,978 | 2.59% | 2.5% | 291 | +20,716 | 2.85% | Q1 2026 | May 06, 2026 |
| TLT Family Holdco ULC | History | No change | 748,200 | 47,944 | 6.62% | 5.13% | 292 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 747,961 | 47,929 | 4.62% | 4.06% | 293 | +48,896 | 6.99% | Q1 2026 | May 04, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 742,002 | 47,547 | 3.23% | 3.14% | 294 | +12,904 | 1.77% | Q1 2026 | May 14, 2026 |
| PACK Private Wealth, LLC | History | Added to | 740,272 | 47,436 | 21.79% | 21.04% | 295 | +1,611 | 0.22% | Q1 2026 | May 15, 2026 |
| Strid Group, LLC | History | Added to | 739,049 | 47,358 | 5.87% | 4.54% | 296 | +155,508 | 26.65% | Q1 2026 | Apr 29, 2026 |
| Matrix Trust Co | History | Reduced | 737,901 | 47,285 | 7.85% | 7.62% | 297 | -1,596 | -0.22% | Q1 2026 | Apr 09, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 737,423 | 47,254 | 3.54% | 3.38% | 298 | +72,262 | 10.86% | Q1 2026 | May 13, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Added to | 736,637 | 47,203 | 0.58% | 0.36% | 299 | +315,245 | 74.81% | Q1 2026 | May 14, 2026 |
| Brooklyn FI, LLC | History | Added to | 730,755 | 46,826 | 9.84% | 9.57% | 300 | +14,949 | 2.09% | Q1 2026 | May 11, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 720,525 | 46,776 | 3.15% | 3.15% | 301 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 725,135 | 46,466 | 10.66% | 9.93% | 302 | +23,635 | 3.37% | Q1 2026 | May 14, 2026 |
| Financial Planning Navigators CORP | History | Added to | 724,688 | 46,438 | 20.36% | 20.69% | 303 | +3,198 | 0.44% | Q1 2026 | Apr 21, 2026 |
| Wolff Financial Management LLC | History | Added to | 721,999 | 46,265 | 10.22% | 10.0% | 304 | +10,277 | 1.44% | Q1 2026 | Apr 15, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 718,603 | 46,048 | 5.85% | 5.88% | 305 | +877 | 0.12% | Q1 2026 | Apr 16, 2026 |
| Permanent Capital Management, LP | History | Added to | 668,654 | 46,003 | 7.15% | 8.13% | 306 | +808 | 0.12% | Q1 2026 | May 14, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 768,550 | 45,890 | 0.09% | 0.08% | 307 | +384,275 | 100.0% | Q1 2026 | May 12, 2026 |
| Noble Family Wealth, LLC | History | Added to | 715,084 | 45,822 | 9.46% | 8.98% | 308 | +32,981 | 4.84% | Q1 2026 | Apr 23, 2026 |
| Tidal Investments LLC | History | Reduced | 710,838 | 45,550 | 0.1% | 0.14% | 309 | -219,078 | -23.56% | Q1 2026 | May 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 664,634 | 44,896 | 2.53% | 2.42% | 310 | +7,118 | 1.08% | Q1 2026 | Apr 17, 2026 |
| SoundView Advisors Inc. | History | Reduced | 694,551 | 44,506 | 15.84% | 15.32% | 311 | -8,372 | -1.19% | Q1 2026 | May 01, 2026 |
| Nelson Capital Management, LLC | History | Added to | 685,976 | 43,957 | 5.37% | 4.7% | 312 | +42,799 | 6.65% | Q1 2026 | May 06, 2026 |
| VestGen Advisors, LLC | History | Added to | 624,595 | 43,702 | 1.16% | 1.39% | 313 | +100,717 | 19.23% | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 678,877 | 43,502 | 0.06% | 0.05% | 314 | +78,486 | 13.07% | Q1 2026 | May 13, 2026 |
| Advisors Capital Management, LLC | History | Added to | 676,160 | 43,328 | 0.5% | 0.42% | 315 | +100,957 | 17.55% | Q1 2026 | May 01, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 675,522 | 43,287 | 3.45% | 3.32% | 316 | -7,057 | -1.03% | Q1 2026 | Apr 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 672,488 | 43,074 | 0.66% | 0.75% | 317 | +83,707 | 14.22% | Q1 2026 | May 15, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 668,039 | 42,807 | 19.37% | 18.38% | 318 | +29,019 | 4.54% | Q1 2026 | May 11, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 667,370 | 42,765 | 0.6% | 0.48% | 319 | +77,838 | 13.2% | Q1 2026 | Apr 30, 2026 |
| Bogart Wealth, LLC | History | Added to | 666,886 | 42,734 | 1.65% | 0.01% | 320 | +663,886 | 22129.53% | Q1 2026 | Apr 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 664,979 | 42,611 | 0.01% | 0.0% | 321 | +520,304 | 359.64% | Q1 2026 | May 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 663,651 | 42,527 | 0.69% | 0.58% | 322 | +213,756 | 47.51% | Q1 2026 | Apr 21, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 663,259 | 42,501 | 1.31% | 1.23% | 323 | +16,930 | 2.62% | Q1 2026 | May 13, 2026 |
| MAYPORT, LLC | History | Added to | 662,483 | 42,451 | 7.89% | 7.18% | 324 | +92,023 | 16.13% | Q1 2026 | Apr 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 671,861 | 41,971 | 0.74% | 0.74% | 325 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 651,183 | 41,727 | 0.07% | 0.07% | 326 | -32,188 | -4.71% | Q1 2026 | May 14, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Reduced | 647,394 | 41,484 | 11.97% | 12.39% | 327 | -904 | -0.14% | Q1 2026 | May 07, 2026 |
| Avior Wealth Management, LLC | History | Added to | 642,047 | 41,028 | 1.16% | 1.2% | 328 | +22,790 | 3.68% | Q1 2026 | Apr 09, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 604,120 | 40,969 | 7.79% | 7.48% | 329 | +972 | 0.16% | Q1 2026 | Apr 09, 2026 |
| Inlight Wealth Management, LLC | History | Added to | 636,976 | 40,817 | 15.11% | 12.73% | 330 | +80,361 | 14.44% | Q1 2026 | May 04, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 635,928 | 40,750 | 3.26% | 2.85% | 331 | +51,566 | 8.82% | Q1 2026 | May 14, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 632,910 | 40,556 | 7.32% | 7.3% | 332 | +16,986 | 2.76% | Q1 2026 | Apr 13, 2026 |
| Attessa Capital LLC | History | Added to | 632,694 | 40,543 | 22.05% | 20.95% | 333 | +19,223 | 3.13% | Q1 2026 | Apr 07, 2026 |
| JRM Investment Counsel, LLC | History | Added to | 631,968 | 40,496 | 10.79% | 11.41% | 334 | +245 | 0.04% | Q1 2026 | May 14, 2026 |
| Efficient Advisors, LLC | History | Reduced | 630,007 | 40,370 | 2.87% | 2.84% | 335 | -149,726 | -19.2% | Q1 2026 | Apr 29, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 628,350 | 40,264 | 4.36% | 4.58% | 336 | -41,638 | -6.21% | Q1 2026 | May 12, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 623,833 | 39,975 | 11.81% | 11.46% | 337 | +30,425 | 5.13% | Q1 2026 | Apr 20, 2026 |
| Choate Investment Advisors | History | Added to | 622,729 | 39,904 | 0.78% | 0.7% | 338 | +53,007 | 9.3% | Q1 2026 | May 13, 2026 |
| Weitzel Financial Services, Inc. | History | Reduced | 609,677 | 39,628 | 14.93% | 14.97% | 339 | -2,426 | -0.4% | Q1 2026 | Apr 29, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 618,310 | 39,621 | 8.54% | 8.49% | 340 | +6,950 | 1.14% | Q1 2026 | Apr 13, 2026 |
| Windward Private Wealth Management Inc. | History | Added to | 617,688 | 39,581 | 13.68% | 13.35% | 341 | +766 | 0.12% | Q1 2026 | May 06, 2026 |
| Clarius Group, LLC | History | No change | 633,333 | 39,564 | 2.26% | 2.26% | 342 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| RPTC Inc. | History | Reduced | 615,193 | 39,421 | 6.91% | 7.26% | 343 | -77,439 | -11.18% | Q1 2026 | May 15, 2026 |
| Integris Wealth Management, LLC | History | Added to | 614,651 | 39,386 | 9.05% | 8.73% | 344 | +429 | 0.07% | Q1 2026 | Apr 10, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 613,020 | 39,282 | 4.05% | 3.88% | 345 | +471 | 0.08% | Q1 2026 | May 12, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 606,648 | 38,873 | 3.91% | 3.62% | 346 | +32,316 | 5.63% | Q1 2026 | Apr 30, 2026 |
| Ellevest, Inc. | History | Reduced | 604,859 | 38,759 | 5.39% | 5.26% | 347 | -3,549 | -0.58% | Q1 2026 | May 11, 2026 |
| MERIDIAN MANAGEMENT CO | History | Reduced | 603,238 | 38,655 | 9.62% | 9.71% | 348 | -24,354 | -3.88% | Q1 2026 | May 05, 2026 |
| 1ST SOURCE BANK | History | Added to | 600,665 | 38,490 | 1.99% | 1.86% | 349 | +33,039 | 5.82% | Q1 2026 | May 04, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 599,739 | 38,431 | 2.25% | 1.98% | 350 | +51,352 | 9.36% | Q1 2026 | Apr 17, 2026 |
| Evolution Advisers, Inc. | History | Reduced | 598,049 | 38,321 | 16.15% | 16.26% | 351 | -3,094 | -0.51% | Q1 2026 | May 01, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 593,905 | 38,057 | 2.81% | 3.01% | 352 | -56,152 | -8.64% | Q1 2026 | Apr 22, 2026 |
| Operose Advisors LLC | History | Added to | 588,865 | 37,734 | 8.75% | 7.54% | 353 | +71,041 | 13.72% | Q1 2026 | May 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 582,227 | 37,309 | 1.53% | 1.46% | 354 | +22,347 | 3.99% | Q1 2026 | May 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 581,295 | 37,249 | 0.72% | 0.71% | 355 | +4,151 | 0.72% | Q1 2026 | Apr 14, 2026 |
| Vident Advisory, LLC | History | Added to | 576,869 | 36,965 | 0.31% | 0.15% | 356 | +311,597 | 117.46% | Q1 2026 | May 14, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 574,533 | 36,816 | 2.32% | 2.17% | 357 | +15,084 | 2.7% | Q1 2026 | May 15, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 574,475 | 36,812 | 5.82% | 5.04% | 358 | +59,239 | 11.5% | Q1 2026 | Apr 29, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 572,859 | 36,708 | 4.75% | 4.56% | 359 | +1,478 | 0.26% | Q1 2026 | May 07, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 571,579 | 36,626 | 7.57% | 7.12% | 360 | +40,215 | 7.57% | Q1 2026 | Apr 30, 2026 |
| Apriem Advisors | History | Reduced | 570,851 | 36,580 | 3.49% | 3.29% | 361 | -2,798 | -0.49% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 570,327 | 36,546 | 0.45% | 0.43% | 362 | +17,692 | 3.2% | Q1 2026 | Apr 20, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 570,025 | 36,527 | 0.36% | 0.43% | 363 | -48,669 | -7.87% | Q1 2026 | May 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 567,178 | 36,344 | 1.15% | 0.22% | 364 | +468,690 | 475.89% | Q1 2026 | May 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 564,820 | 36,193 | 0.06% | 0.06% | 365 | +91,351 | 19.29% | Q1 2026 | May 15, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 561,686 | 35,992 | 2.52% | 1.7% | 366 | +49,656 | 9.7% | Q1 2026 | May 11, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 559,702 | 35,865 | 0.86% | 0.77% | 367 | +4,591 | 0.83% | Q1 2026 | May 08, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 559,227 | 35,835 | 12.97% | 13.62% | 368 | -26,680 | -4.55% | Q1 2026 | Apr 27, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 558,408 | 35,782 | 0.69% | 0.61% | 369 | +38,795 | 7.47% | Q1 2026 | May 12, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 556,463 | 35,658 | 0.17% | 0.1% | 370 | +37,273 | 7.18% | Q1 2026 | May 14, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 550,713 | 35,289 | 6.8% | 6.35% | 371 | +17,614 | 3.3% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 547,138 | 35,060 | 0.11% | 0.09% | 372 | +145,458 | 36.21% | Q1 2026 | May 15, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 546,091 | 34,993 | 7.95% | 7.71% | 373 | -2,400 | -0.44% | Q1 2026 | Apr 15, 2026 |
| Fiduciary Wealth Partners, LLC | History | Reduced | 545,488 | 34,954 | 22.88% | 17.32% | 374 | -130,571 | -19.31% | Q1 2026 | May 06, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 541,790 | 34,717 | 1.89% | 1.66% | 375 | +25,660 | 4.97% | Q1 2026 | May 15, 2026 |
| INTRUST BANK NA | History | Reduced | 540,862 | 34,658 | 2.82% | 2.93% | 376 | -25,395 | -4.48% | Q1 2026 | May 06, 2026 |
| ADVOCATE GROUP LLC | History | Added to | 540,708 | 34,648 | 5.42% | 5.25% | 377 | +21,688 | 4.18% | Q1 2026 | Apr 13, 2026 |
| Arax Advisory Partners | History | Reduced | 540,191 | 34,615 | 0.98% | 1.12% | 378 | -75,953 | -12.33% | Q1 2026 | May 13, 2026 |
| Cordant, Inc. | History | Added to | 536,709 | 34,392 | 13.96% | 13.71% | 379 | +13,181 | 2.52% | Q1 2026 | Apr 13, 2026 |
| MCMORGAN & CO LLC | History | Reduced | 535,942 | 34,343 | 5.56% | 7.82% | 380 | -219,479 | -29.05% | Q1 2026 | May 05, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 533,080 | 34,159 | 5.93% | 5.54% | 381 | +17,905 | 3.48% | Q1 2026 | Apr 17, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 532,920 | 34,149 | 0.49% | 0.38% | 382 | +81,174 | 17.97% | Q1 2026 | May 22, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 532,225 | 34,104 | 0.91% | 1.15% | 383 | -35,795 | -6.3% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Reduced | 531,000 | 34,026 | 0.09% | 0.09% | 384 | -10,756 | -1.99% | Q1 2026 | May 14, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 528,729 | 33,880 | 3.57% | 4.3% | 385 | +157,316 | 42.36% | Q1 2026 | Apr 17, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 528,331 | 33,855 | 4.56% | 4.49% | 386 | -12,218 | -2.26% | Q1 2026 | Apr 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 525,750 | 33,690 | 0.61% | 0.59% | 387 | +10,007 | 1.94% | Q1 2026 | May 07, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 525,701 | 33,686 | 1.94% | 2.93% | 388 | -312,835 | -37.31% | Q1 2026 | Apr 20, 2026 |
| VPR Management LLC | History | No change | 525,600 | 33,680 | 13.46% | 14.63% | 389 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 525,132 | 33,650 | 2.69% | 2.27% | 390 | +82,210 | 18.56% | Q1 2026 | May 15, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 524,375 | 33,601 | 6.52% | 6.53% | 391 | -24,440 | -4.45% | Q1 2026 | Apr 16, 2026 |
| Axos Invest Inc. | History | Added to | 523,151 | 33,523 | 25.34% | 23.32% | 392 | +15,353 | 3.02% | Q1 2026 | May 12, 2026 |
| Affiance Financial, LLC | History | Reduced | 522,437 | 33,477 | 5.42% | 5.43% | 393 | -18,545 | -3.43% | Q1 2026 | Apr 14, 2026 |
| Abound Wealth Management | History | Added to | 522,137 | 33,458 | 7.6% | 7.41% | 394 | +15,603 | 3.08% | Q1 2026 | Apr 10, 2026 |
| JNBA Financial Advisors | History | Added to | 521,916 | 33,444 | 2.78% | 2.58% | 395 | +49,237 | 10.42% | Q1 2026 | Apr 22, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 520,084 | 33,326 | 3.41% | 3.49% | 396 | +11,196 | 2.2% | Q1 2026 | Apr 30, 2026 |
| STEPHENS INC /AR/ | History | Added to | 511,500 | 32,776 | 0.41% | 0.39% | 397 | +9,379 | 1.87% | Q1 2026 | Apr 28, 2026 |
| Prosperity Advisers, LLC | History | Added to | 511,191 | 32,757 | 27.22% | 25.42% | 398 | +18,311 | 3.72% | Q1 2026 | Apr 23, 2026 |
| NerdWallet Wealth Partners, LLC | History | Added to | 510,600 | 32,719 | 14.28% | 10.96% | 399 | +118,447 | 30.2% | Q1 2026 | May 05, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 510,420 | 32,707 | 10.28% | 10.66% | 400 | -55,566 | -9.82% | Q1 2026 | Apr 23, 2026 |
| Ballentine Capital Advisors, Inc | History | Reduced | 509,740 | 32,664 | 13.52% | 13.42% | 401 | -391 | -0.08% | Q1 2026 | Apr 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 509,610 | 32,655 | 1.83% | 1.81% | 402 | -4,198 | -0.82% | Q1 2026 | Apr 20, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 507,517 | 32,521 | 8.59% | 8.37% | 403 | +15,609 | 3.17% | Q1 2026 | Apr 20, 2026 |
| Aufman Associates Inc | History | Reduced | 507,208 | 32,501 | 15.94% | 16.5% | 404 | -8,219 | -1.59% | Q1 2026 | May 15, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 506,968 | 32,486 | 6.5% | 5.97% | 405 | +51,256 | 11.25% | Q1 2026 | Apr 14, 2026 |
| St. Louis Trust Co | History | Reduced | 505,137 | 32,369 | 3.78% | 3.68% | 406 | -8,489 | -1.65% | Q1 2026 | May 14, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 504,486 | 32,327 | 1.33% | 1.3% | 407 | -2,338 | -0.46% | Q1 2026 | Apr 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 503,446 | 32,260 | 0.16% | 0.14% | 408 | +98,602 | 24.36% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 498,917 | 31,970 | 0.47% | 0.47% | 409 | +12,908 | 2.66% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 494,179 | 31,666 | 1.64% | 1.58% | 410 | +20,195 | 4.26% | Q1 2026 | Apr 17, 2026 |
| Garde Capital, Inc. | History | Reduced | 493,403 | 31,617 | 1.89% | 1.85% | 411 | -5,499 | -1.1% | Q1 2026 | Apr 28, 2026 |
| Montis Financial, LLC | History | Reduced | 490,620 | 31,438 | 6.5% | 6.89% | 412 | -67,115 | -12.03% | Q1 2026 | May 11, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 487,941 | 31,267 | 8.62% | 8.36% | 413 | +5,247 | 1.09% | Q1 2026 | Apr 15, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Added to | 484,270 | 31,032 | 1.28% | 1.06% | 414 | +48,140 | 11.04% | Q1 2026 | Apr 21, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | Added to | 483,856 | 31,005 | 9.06% | 4.39% | 415 | +243,553 | 101.35% | Q1 2026 | May 01, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 482,740 | 30,933 | 0.99% | 0.52% | 416 | +4,639 | 0.97% | Q1 2026 | Apr 29, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 482,654 | 30,928 | 0.96% | 0.88% | 417 | +35,083 | 7.84% | Q1 2026 | Apr 27, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 479,118 | 30,692 | 0.9% | 0.96% | 418 | -35,045 | -6.82% | Q1 2026 | Apr 14, 2026 |
| Argent Trust Co | History | Added to | 475,835 | 30,491 | 1.03% | 0.87% | 419 | +69,092 | 16.99% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 475,483 | 30,468 | 0.72% | 0.57% | 420 | +100,790 | 26.9% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 474,704 | 30,419 | 0.24% | 0.23% | 421 | +169,411 | 55.49% | Q1 2026 | May 15, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 473,721 | 30,356 | 8.59% | 7.66% | 422 | +50,147 | 11.84% | Q1 2026 | Apr 30, 2026 |
| Penserra Capital Management LLC | History | New | 463,139 | 29,677 | 0.35% | — | 423 | +463,139 | New | Q1 2026 | May 11, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 462,616 | 29,644 | 1.9% | 1.87% | 424 | -5,325 | -1.14% | Q1 2026 | Apr 17, 2026 |
| NorthRock Partners, LLC | History | Reduced | 461,341 | 29,562 | 0.48% | 0.49% | 425 | -507 | -0.11% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 461,236 | 29,556 | 0.01% | 0.01% | 426 | +39,416 | 9.34% | Q1 2026 | May 13, 2026 |
| American Trust | History | Reduced | 460,453 | 29,505 | 2.61% | 2.46% | 427 | -8,060 | -1.72% | Q1 2026 | May 01, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 457,832 | 29,337 | 0.68% | 0.5% | 428 | +128,868 | 39.17% | Q1 2026 | May 04, 2026 |
| Berkshire Money Management, Inc. | History | New | 455,647 | 29,197 | 2.99% | — | 429 | +455,647 | New | Q1 2026 | Apr 21, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 455,631 | 29,196 | 1.16% | 1.06% | 430 | +14,531 | 3.29% | Q1 2026 | May 01, 2026 |
| MYECFO, LLC | History | Added to | 455,174 | 29,167 | 12.2% | 11.65% | 431 | +15,654 | 3.56% | Q1 2026 | Apr 07, 2026 |
| Brandywine Asset Management, Inc. | History | Added to | 445,676 | 29,022 | 23.03% | 20.9% | 432 | +770 | 0.17% | Q1 2026 | Apr 22, 2026 |
| Level Financial Advisors | History | Added to | 451,513 | 28,932 | 7.38% | 7.17% | 433 | +17,358 | 4.0% | Q1 2026 | Apr 10, 2026 |
| VCI Wealth Management LLC | History | Added to | 450,867 | 28,891 | 8.01% | 4.86% | 434 | +171,140 | 61.18% | Q1 2026 | Apr 21, 2026 |
| Hassell Wealth Management, LLC | History | Reduced | 450,573 | 28,872 | 9.69% | 9.85% | 435 | -1,817 | -0.4% | Q1 2026 | Apr 30, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 414,769 | 28,755 | 8.64% | 8.53% | 436 | +7,712 | 1.89% | Q1 2026 | May 12, 2026 |
| Fiera Capital Corp | History | Reduced | 448,614 | 28,747 | 0.1% | 0.1% | 437 | -43,597 | -8.86% | Q1 2026 | May 12, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | Added to | 412,336 | 28,727 | 18.09% | 19.94% | 438 | +4,849 | 1.19% | Q1 2026 | May 12, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 447,638 | 28,684 | 5.72% | 5.36% | 439 | +81,148 | 22.14% | Q1 2026 | May 11, 2026 |
| NDVR, Inc. | History | No change | 458,244 | 28,626 | 23.75% | 23.75% | 440 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| 71 West Capital Partners | History | Added to | 446,401 | 28,605 | 1.26% | 1.27% | 441 | +3,601 | 0.81% | Q1 2026 | May 06, 2026 |
| Heritage Trust Co | History | Added to | 444,563 | 28,487 | 2.86% | 2.77% | 442 | +8,402 | 1.93% | Q1 2026 | May 13, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 443,433 | 28,415 | 9.5% | 12.15% | 443 | -228,696 | -34.03% | Q1 2026 | Apr 29, 2026 |
| LIBRA WEALTH LLC | History | Added to | 440,860 | 28,250 | 7.96% | 7.45% | 444 | +14,676 | 3.44% | Q1 2026 | Apr 28, 2026 |
| Kopp Family Office, LLC | History | Reduced | 439,867 | 28,186 | 19.39% | 18.69% | 445 | -28,737 | -6.13% | Q1 2026 | Apr 20, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 438,386 | 28,091 | 3.1% | 3.32% | 446 | -35,166 | -7.43% | Q1 2026 | May 11, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 438,095 | 28,073 | 7.21% | 5.98% | 447 | +74,152 | 20.37% | Q1 2026 | Apr 09, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 437,845 | 28,057 | 0.16% | 0.14% | 448 | +15,757 | 3.73% | Q1 2026 | Apr 22, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Reduced | 436,987 | 28,002 | 6.67% | 6.82% | 449 | -9,045 | -2.03% | Q1 2026 | Apr 22, 2026 |
| United Financial Planning Group LLC | History | Added to | 435,762 | 27,923 | 16.51% | 15.84% | 450 | +17,809 | 4.26% | Q1 2026 | May 08, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 425,409 | 27,711 | 0.47% | 0.5% | 451 | -12,749 | -2.91% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 432,133 | 27,691 | 0.01% | 0.01% | 452 | -21,265 | -4.69% | Q1 2026 | May 04, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 431,796 | 27,669 | 1.69% | 1.6% | 453 | +14,359 | 3.44% | Q1 2026 | May 14, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 425,654 | 27,514 | 2.46% | 2.49% | 454 | -28,995 | -6.38% | Q1 2026 | May 11, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 428,358 | 27,449 | 0.35% | 0.38% | 455 | -46,374 | -9.77% | Q1 2026 | Apr 21, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Added to | 427,875 | 27,418 | 1.93% | 1.6% | 456 | +55,141 | 14.79% | Q1 2026 | Apr 28, 2026 |
| Claro Advisors Inc. | History | Added to | 427,636 | 27,402 | 3.3% | 0.11% | 457 | +414,670 | 3198.13% | Q1 2026 | Apr 21, 2026 |
| Zuckerman Investment Group, LLC | History | Added to | 427,077 | 27,367 | 2.57% | 2.32% | 458 | +11,852 | 2.85% | Q1 2026 | May 15, 2026 |
| Jordan Park Group LLC | History | Reduced | 426,624 | 27,338 | 1.46% | 1.57% | 459 | -8,492 | -1.95% | Q1 2026 | May 11, 2026 |
| Invst, LLC | History | Reduced | 424,139 | 27,178 | 3.07% | 2.97% | 460 | -13,790 | -3.15% | Q1 2026 | May 13, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Added to | 423,474 | 27,136 | 6.25% | 5.86% | 461 | +20,072 | 4.98% | Q1 2026 | Apr 09, 2026 |
| Focus Financial Network, Inc. | History | Added to | 423,017 | 27,106 | 0.97% | 0.88% | 462 | +18,337 | 4.53% | Q1 2026 | Apr 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 420,230 | 26,928 | 0.29% | 0.3% | 463 | -7,540 | -1.76% | Q1 2026 | Apr 20, 2026 |
| Fiduciary Group, LLC | History | Added to | 417,202 | 26,734 | 2.28% | 2.17% | 464 | +3,574 | 0.86% | Q1 2026 | May 11, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 398,251 | 26,714 | 0.48% | 0.81% | 465 | +128,915 | 47.86% | Q1 2026 | May 01, 2026 |
| Prime Buchholz LLC | History | Added to | 416,806 | 26,708 | 13.96% | 15.36% | 466 | +2,612 | 0.63% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 415,705 | 26,638 | 0.35% | 0.35% | 467 | +18,218 | 4.58% | Q1 2026 | May 15, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 415,652 | 26,635 | 5.62% | 4.96% | 468 | +9,108 | 2.24% | Q1 2026 | Apr 13, 2026 |
| Twele Capital Management, Inc. | History | Reduced | 414,535 | 26,563 | 4.74% | 4.79% | 469 | -14,254 | -3.32% | Q1 2026 | Apr 07, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 412,934 | 26,460 | 1.71% | 1.55% | 470 | +32,417 | 8.52% | Q1 2026 | Apr 15, 2026 |
| TrustBank | History | Added to | 409,669 | 26,251 | 10.18% | 10.02% | 471 | +25,040 | 6.51% | Q1 2026 | May 04, 2026 |
| Balentine LLC | History | Reduced | 403,190 | 25,836 | 1.04% | 0.98% | 472 | -8,346 | -2.03% | Q1 2026 | Apr 24, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 403,001 | 25,824 | 2.22% | 2.12% | 473 | +8,595 | 2.18% | Q1 2026 | Apr 07, 2026 |
| Stephenson & Company, Inc. | History | Added to | 401,173 | 25,707 | 13.94% | 13.64% | 474 | +3,695 | 0.93% | Q1 2026 | May 12, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 398,279 | 25,521 | 7.48% | 7.25% | 475 | +13,736 | 3.57% | Q1 2026 | Apr 16, 2026 |
| Simmons Bank | History | Added to | 397,336 | 25,461 | 1.71% | 1.66% | 476 | +926 | 0.23% | Q1 2026 | Apr 23, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 365,934 | 25,370 | 0.97% | 0.87% | 477 | +28,100 | 8.32% | Q1 2026 | Apr 24, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 395,812 | 25,363 | 0.59% | 1.06% | 478 | +42,302 | 11.97% | Q1 2026 | Apr 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 394,895 | 25,214 | 0.16% | 0.14% | 479 | +9,513 | 2.47% | Q1 2026 | May 15, 2026 |
| PFG Private Wealth Management, LLC | History | Added to | 389,773 | 24,976 | 10.59% | 10.23% | 480 | +15,496 | 4.14% | Q1 2026 | May 14, 2026 |
| Plancorp, LLC | History | Added to | 368,467 | 24,959 | 0.71% | 0.68% | 481 | +10,567 | 2.95% | Q1 2026 | Apr 14, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 387,943 | 24,859 | 1.7% | 1.89% | 482 | -50,790 | -11.58% | Q1 2026 | Apr 21, 2026 |
| Rossmore Private Capital | History | Reduced | 386,783 | 24,785 | 2.17% | 2.2% | 483 | -8,856 | -2.24% | Q1 2026 | May 01, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 385,705 | 24,715 | 14.13% | 11.65% | 484 | -10,380 | -2.62% | Q1 2026 | Apr 14, 2026 |
| Waterford Advisors, LLC | History | Added to | 397,267 | 24,642 | 7.82% | 9.51% | 485 | +7,604 | 1.95% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | New | 378,785 | 24,272 | 0.03% | — | 486 | +378,785 | New | Q1 2026 | May 15, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 378,257 | 24,238 | 8.31% | 8.23% | 487 | -8,004 | -2.07% | Q1 2026 | Apr 01, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 377,312 | 24,178 | 2.99% | 2.89% | 488 | +12,752 | 3.5% | Q1 2026 | May 08, 2026 |
| a16z Perennial Management, L.P. | History | Reduced | 377,003 | 24,158 | 2.01% | 1.77% | 489 | -593 | -0.16% | Q1 2026 | May 11, 2026 |
| Northern Lights Advisors, Inc. | History | Added to | 375,705 | 24,075 | 16.31% | 15.66% | 490 | +10,264 | 2.81% | Q1 2026 | Apr 21, 2026 |
| One Degree Advisors Inc | History | Reduced | 375,039 | 24,032 | 6.3% | 6.51% | 491 | -4,143 | -1.09% | Q1 2026 | May 01, 2026 |
| RFG Advisory, LLC | History | Added to | 373,278 | 23,919 | 0.44% | 0.39% | 492 | +45,771 | 13.98% | Q1 2026 | Apr 17, 2026 |
| Procyon Advisors, LLC | History | Reduced | 373,156 | 23,911 | 1.17% | 1.17% | 493 | -6,489 | -1.71% | Q1 2026 | May 04, 2026 |
| Level Wealth Management LLC | History | Added to | 372,959 | 23,899 | 11.2% | 10.88% | 494 | +32,388 | 9.51% | Q1 2026 | Apr 27, 2026 |
| Hudock, Inc. | History | Reduced | 372,019 | 23,839 | 3.51% | 3.65% | 495 | -24,851 | -6.26% | Q1 2026 | May 13, 2026 |
| Fairway Wealth LLC | History | Added to | 370,681 | 23,746 | 6.27% | 5.94% | 496 | +18,402 | 5.22% | Q1 2026 | Apr 23, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 369,956 | 23,706 | 0.24% | 0.24% | 497 | +20,470 | 5.86% | Q1 2026 | Apr 27, 2026 |
| Orin Green Financial, LLC | History | Reduced | 369,189 | 23,657 | 9.7% | 9.3% | 498 | -2,941 | -0.79% | Q1 2026 | Apr 29, 2026 |
| Arkadios Wealth Advisors | History | Added to | 368,434 | 23,609 | 0.39% | 0.25% | 499 | +159,391 | 76.25% | Q1 2026 | May 18, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 367,887 | 23,574 | 1.41% | 1.34% | 500 | +14,228 | 4.02% | Q1 2026 | May 13, 2026 |
| Brucke Financial, Inc. | History | Added to | 366,593 | 23,491 | 11.92% | 3.35% | 501 | +268,491 | 273.69% | Q1 2026 | Apr 10, 2026 |
| Aspen Grove Capital, LLC | History | Reduced | 364,015 | 23,327 | 4.54% | 4.34% | 502 | -36,799 | -9.18% | Q1 2026 | May 14, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Added to | 363,700 | 23,305 | 12.14% | 11.72% | 503 | +21,416 | 6.26% | Q1 2026 | Apr 22, 2026 |
| Guardian Wealth Advisors, LLC | History | Reduced | 362,920 | 23,255 | 13.37% | 13.35% | 504 | -15,904 | -4.2% | Q1 2026 | May 01, 2026 |
| DRAVO BAY LLC | History | Reduced | 361,711 | 23,178 | 9.42% | 9.59% | 505 | -7,603 | -2.06% | Q1 2026 | May 07, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 360,959 | 23,130 | 15.94% | 14.55% | 506 | +24,566 | 7.3% | Q1 2026 | May 07, 2026 |
| Advisor OS, LLC | History | Reduced | 360,560 | 23,104 | 1.67% | 2.19% | 507 | -74,450 | -17.11% | Q1 2026 | May 07, 2026 |
| Park Place Capital Corp | History | Added to | 359,988 | 23,068 | 4.63% | 4.43% | 508 | +19,373 | 5.69% | Q1 2026 | Apr 09, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 330,567 | 23,017 | 1.58% | 1.34% | 509 | +37,299 | 12.72% | Q1 2026 | Apr 29, 2026 |
| Vanguard National Trust Co | History | New | 357,764 | 22,925 | 1.44% | — | 510 | +357,764 | New | Q1 2026 | May 08, 2026 |
| Stewardship Advisors, LLC | History | Added to | 357,365 | 22,899 | 5.26% | 4.8% | 511 | +24,988 | 7.52% | Q1 2026 | Apr 17, 2026 |
| Zhang Financial LLC | History | Added to | 356,156 | 22,822 | 0.79% | 0.73% | 512 | +41,624 | 13.23% | Q1 2026 | May 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 355,456 | 22,777 | 1.94% | 1.91% | 513 | -11,094 | -3.03% | Q1 2026 | May 15, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 354,834 | 22,737 | 0.79% | 0.66% | 514 | +47,019 | 15.28% | Q1 2026 | May 11, 2026 |
| Echo45 Advisors LLC | History | Reduced | 352,211 | 22,569 | 12.69% | 12.62% | 515 | -1,835 | -0.52% | Q1 2026 | Apr 20, 2026 |
| Payne Capital Management, LLC | History | Added to | 351,057 | 22,495 | 6.81% | 6.75% | 516 | +8,519 | 2.49% | Q1 2026 | May 08, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 349,879 | 22,420 | 0.41% | 0.38% | 517 | +12,138 | 3.59% | Q1 2026 | Apr 10, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 347,448 | 22,264 | 6.4% | 5.92% | 518 | +35,069 | 11.23% | Q1 2026 | Apr 13, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 346,246 | 22,187 | 10.42% | 10.8% | 519 | -59,627 | -14.69% | Q1 2026 | Apr 14, 2026 |
| American Money Management, LLC | History | Added to | 345,658 | 22,149 | 3.51% | 3.34% | 520 | +5,060 | 1.49% | Q1 2026 | May 11, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 343,869 | 22,035 | 1.31% | 1.25% | 521 | -1,818 | -0.53% | Q1 2026 | May 11, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 343,634 | 22,020 | 8.45% | 8.24% | 522 | +1,648 | 0.48% | Q1 2026 | Apr 22, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Added to | 340,970 | 21,849 | 16.49% | 15.92% | 523 | +6,641 | 1.99% | Q1 2026 | May 15, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 339,275 | 21,740 | 0.91% | 0.82% | 524 | +8,125 | 2.45% | Q1 2026 | Apr 13, 2026 |
| Accredited Investors Inc. | History | Reduced | 339,208 | 21,736 | 1.17% | 1.15% | 525 | -8,650 | -2.49% | Q1 2026 | Apr 30, 2026 |
| Applied Capital LLC | History | Added to | 337,884 | 21,651 | 8.08% | 7.99% | 526 | +5,545 | 1.67% | Q1 2026 | Apr 22, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 336,871 | 21,586 | 0.34% | 0.33% | 527 | -21,095 | -5.89% | Q1 2026 | May 15, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 336,262 | 21,547 | 2.61% | 2.71% | 528 | -35,779 | -9.62% | Q1 2026 | May 14, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Added to | 334,121 | 21,410 | 9.06% | 8.68% | 529 | +2,688 | 0.81% | Q1 2026 | Apr 29, 2026 |
| National Philanthropic Trust | History | Added to | 333,758 | 21,387 | 0.23% | 0.12% | 530 | +144,535 | 76.38% | Q1 2026 | May 15, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Added to | 330,777 | 21,196 | 8.79% | 7.66% | 531 | +13,312 | 4.19% | Q1 2026 | May 07, 2026 |
| DiPaolo Financial Group, Inc. | History | Added to | 329,996 | 21,146 | 15.39% | 18.61% | 532 | +50,181 | 17.93% | Q1 2026 | Apr 23, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 327,533 | 20,988 | 4.74% | 4.75% | 533 | -14,653 | -4.28% | Q1 2026 | Apr 22, 2026 |
| HT Partners LLC | History | Added to | 326,965 | 20,951 | 6.34% | 5.65% | 534 | +23,013 | 7.57% | Q1 2026 | Apr 10, 2026 |
| Portland Global Advisors LLC | History | Added to | 326,609 | 20,929 | 2.23% | 2.17% | 535 | +3,433 | 1.06% | Q1 2026 | May 11, 2026 |
| Vise Technologies, Inc. | History | No change | 333,953 | 20,862 | 0.41% | 0.41% | 536 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 325,489 | 20,857 | 10.17% | — | 537 | +325,489 | New | Q1 2026 | Apr 09, 2026 |
| Kearns & Associates LLC | History | Added to | 325,021 | 20,827 | 11.2% | 10.28% | 538 | +6,623 | 2.08% | Q1 2026 | Apr 20, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 324,323 | 20,783 | 7.13% | 6.65% | 539 | +17,552 | 5.72% | Q1 2026 | Apr 08, 2026 |
| KALEIDOSCOPE CAPITAL LP | History | Reduced | 323,236 | 20,712 | 7.98% | 8.29% | 540 | -23,945 | -6.9% | Q1 2026 | May 11, 2026 |
| Telos Capital Management, Inc. | History | Added to | 321,898 | 20,627 | 1.98% | 1.84% | 542 | +5,909 | 1.87% | Q1 2026 | Apr 16, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 321,897 | 20,627 | 0.69% | 0.71% | 541 | -4,933 | -1.51% | Q1 2026 | May 14, 2026 |
| Arcataur Capital Management LLC | History | Added to | 321,836 | 20,623 | 5.74% | 5.43% | 543 | +18,434 | 6.08% | Q1 2026 | Apr 22, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 320,707 | 20,550 | 5.33% | 5.86% | 544 | -38,392 | -10.69% | Q1 2026 | Apr 14, 2026 |
| CSM Advisors, LLC | History | Added to | 317,045 | 20,315 | 0.5% | 0.52% | 545 | +9,520 | 3.1% | Q1 2026 | May 15, 2026 |
| ATMOS ADVISORY, LLC | History | Reduced | 316,339 | 20,271 | 11.51% | 12.6% | 546 | -31,740 | -9.12% | Q1 2026 | Apr 06, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 316,257 | 20,265 | 9.65% | 9.18% | 547 | +14,047 | 4.65% | Q1 2026 | May 05, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 312,947 | 20,053 | 1.16% | 1.21% | 548 | -10,803 | -3.34% | Q1 2026 | May 14, 2026 |
| Rinkey Investments | History | Reduced | 310,210 | 19,878 | 5.08% | 5.0% | 549 | -4,750 | -1.51% | Q1 2026 | May 11, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 307,921 | 19,731 | 2.01% | 2.0% | 550 | -8,660 | -2.74% | Q1 2026 | May 04, 2026 |
| BAILARD, INC. | History | Added to | 307,596 | 19,710 | 0.45% | 0.41% | 551 | +8,070 | 2.69% | Q1 2026 | May 11, 2026 |
| Marathon Mission, Inc. | History | Added to | 307,040 | 19,675 | 11.45% | 10.95% | 552 | +4,041 | 1.33% | Q1 2026 | Apr 17, 2026 |
| Latigo Investments, LLC | History | No change | 306,975 | 19,670 | 9.8% | 9.44% | 553 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 304,707 | 19,525 | 3.47% | 3.25% | 554 | +23,877 | 8.5% | Q1 2026 | Apr 22, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 301,703 | 19,333 | 0.01% | 0.09% | 555 | -2,908,479 | -90.6% | Q1 2026 | May 12, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 301,466 | 19,317 | 4.09% | 3.95% | 556 | +2,265 | 0.76% | Q1 2026 | May 05, 2026 |
| Summit Wealth Group, LLC | History | Added to | 301,247 | 19,303 | 4.43% | 4.38% | 557 | +925 | 0.31% | Q1 2026 | May 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 300,962 | 19,285 | 0.22% | 0.22% | 558 | -9,414 | -3.03% | Q1 2026 | Apr 28, 2026 |
| Independent Advisor Alliance | History | Added to | 300,377 | 19,248 | 0.21% | 0.04% | 559 | +271,816 | 951.7% | Q1 2026 | May 12, 2026 |
| YANKCOM Partnership | History | Added to | 300,064 | 19,228 | 7.91% | 7.2% | 560 | +29,066 | 10.73% | Q1 2026 | Apr 20, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 299,599 | 19,198 | 2.33% | 2.94% | 561 | -76,474 | -20.33% | Q1 2026 | May 05, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 298,929 | 19,155 | 2.78% | 2.11% | 562 | +79,461 | 36.21% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 588,378 | 19,119 | 0.12% | 0.18% | 563 | +178,016 | 43.38% | Q1 2026 | May 15, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 298,169 | 19,106 | 1.34% | 1.36% | 564 | -5,019 | -1.66% | Q1 2026 | May 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 295,188 | 18,915 | 0.33% | 0.27% | 565 | +56,223 | 23.53% | Q1 2026 | Apr 20, 2026 |
| HB Wealth Management, LLC | History | Added to | 295,068 | 18,908 | 0.12% | 0.1% | 567 | +43,299 | 17.2% | Q1 2026 | Apr 27, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Added to | 295,083 | 18,908 | 7.66% | 6.97% | 566 | +36,000 | 13.9% | Q1 2026 | Apr 28, 2026 |
| BESSEMER GROUP INC | History | Added to | 294,843 | 18,893 | 0.03% | 0.02% | 568 | +67,739 | 29.83% | Q1 2026 | May 06, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 294,834 | 18,892 | 0.38% | 0.34% | 569 | +23,163 | 8.53% | Q1 2026 | Apr 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 294,591 | 18,877 | 0.05% | 0.04% | 570 | +29,844 | 11.27% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 294,246 | 18,855 | 0.27% | 0.13% | 571 | +164,750 | 127.22% | Q1 2026 | May 11, 2026 |
| Sanchez Levi Garrett | History | New | 291,948 | 18,708 | 11.73% | — | 572 | +291,948 | New | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 291,456 | 18,676 | 0.64% | 0.59% | 573 | +19,704 | 7.25% | Q1 2026 | Apr 07, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 291,269 | 18,664 | 4.28% | 4.28% | 574 | +2,984 | 1.04% | Q1 2026 | Apr 20, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 290,987 | 18,646 | 3.57% | 3.42% | 575 | +4,957 | 1.73% | Q1 2026 | May 01, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 289,996 | 18,582 | 0.28% | 0.28% | 576 | -14,108 | -4.64% | Q1 2026 | May 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 289,238 | 18,534 | 0.82% | 0.86% | 577 | -5,771 | -1.96% | Q1 2026 | May 12, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 289,181 | 18,530 | 7.98% | 7.96% | 578 | +5,303 | 1.87% | Q1 2026 | Apr 29, 2026 |
| Unconventional Investor, LLC | History | Added to | 288,563 | 18,491 | 8.78% | 8.04% | 579 | +17,558 | 6.48% | Q1 2026 | May 18, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 288,503 | 18,487 | 2.5% | 2.36% | 580 | +13,761 | 5.01% | Q1 2026 | May 04, 2026 |
| Coastline Trust Co | History | Added to | 288,278 | 18,472 | 1.83% | 1.41% | 581 | +47,489 | 19.72% | Q1 2026 | Apr 03, 2026 |
| Omnia Family Wealth, LLC | History | Added to | 287,746 | 18,438 | 5.81% | 5.17% | 582 | +7,732 | 2.76% | Q1 2026 | May 07, 2026 |
| TrueWealth Financial Partners | History | New | 286,411 | 18,353 | 7.32% | — | 583 | +286,411 | New | Q1 2026 | May 20, 2026 |
| True North Advisors, LLC | History | Added to | 286,089 | 18,332 | 2.09% | 1.41% | 584 | +111,831 | 64.18% | Q1 2026 | May 07, 2026 |
| Steffes Financial, Ltd. | History | Added to | 285,838 | 18,316 | 9.67% | 8.25% | 585 | +32,792 | 12.96% | Q1 2026 | May 15, 2026 |
| Sterling Wealth Management, Inc. | History | Reduced | 284,944 | 18,259 | 5.01% | 5.08% | 586 | -186 | -0.07% | Q1 2026 | May 13, 2026 |
| Whitegate Investment Counselors, Inc. | History | Added to | 284,792 | 18,249 | 5.8% | 5.55% | 587 | +408 | 0.14% | Q1 2026 | Apr 27, 2026 |
| White Wing Wealth Management | History | Added to | 284,774 | 18,248 | 10.95% | 10.57% | 588 | +1,348 | 0.48% | Q1 2026 | Apr 13, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | New | 268,606 | 18,181 | 4.33% | — | 589 | +268,606 | New | Q1 2026 | Apr 24, 2026 |
| ADE, LLC | History | Added to | 282,823 | 18,123 | 8.69% | 8.16% | 590 | +13,092 | 4.85% | Q1 2026 | May 14, 2026 |
| Rareview Capital LLC | History | Added to | 315,371 | 17,979 | 10.54% | 11.48% | 591 | +4,908 | 1.58% | Q1 2026 | Apr 27, 2026 |
| XY Planning Network, Inc. | History | Added to | 275,743 | 17,961 | 2.87% | 2.74% | 592 | +23,888 | 9.48% | Q1 2026 | Apr 14, 2026 |
| Refined Wealth Management | History | Added to | 279,667 | 17,921 | 11.31% | 1.06% | 593 | +254,515 | 1011.91% | Q1 2026 | Apr 21, 2026 |
| SMITH, MOORE & CO. | History | Added to | 278,974 | 17,876 | 1.3% | 1.31% | 594 | +530 | 0.19% | Q1 2026 | May 05, 2026 |
| Battery Global Advisors, LLC | History | Added to | 277,967 | 17,812 | 9.57% | 0.25% | 595 | +274,197 | 7273.13% | Q1 2026 | May 14, 2026 |
| Arlington Partners LLC | History | Added to | 277,768 | 17,799 | 35.52% | 59.98% | 596 | +142,768 | 105.75% | Q1 2026 | Apr 09, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 277,622 | 17,790 | 6.33% | 5.84% | 597 | +10,339 | 3.87% | Q1 2026 | May 05, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 273,686 | 17,537 | 0.21% | 0.2% | 598 | +50,648 | 22.71% | Q1 2026 | Apr 23, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 272,470 | 17,459 | 0.27% | 0.19% | 599 | +95,480 | 53.95% | Q1 2026 | May 04, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 272,425 | 17,457 | 2.83% | 2.77% | 600 | -694 | -0.25% | Q1 2026 | Apr 15, 2026 |
| Enclave Advisors LLC | History | Added to | 271,519 | 17,398 | 2.39% | 1.98% | 601 | +47,615 | 21.27% | Q1 2026 | Apr 13, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 270,782 | 17,351 | 3.9% | 4.12% | 602 | -5,125 | -1.86% | Q1 2026 | May 14, 2026 |
| Carrera Capital Advisors | History | Added to | 269,252 | 17,253 | 2.66% | 2.71% | 603 | +11,285 | 4.37% | Q1 2026 | May 04, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | Added to | 268,455 | 17,202 | 14.39% | 13.53% | 604 | +10,833 | 4.2% | Q1 2026 | May 08, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Added to | 267,546 | 17,144 | 10.52% | 10.25% | 605 | +20,950 | 8.5% | Q1 2026 | May 04, 2026 |
| REDW Wealth LLC | History | Reduced | 267,325 | 17,130 | 6.83% | 7.31% | 606 | -39,527 | -12.88% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Added to | 266,993 | 17,108 | 0.35% | 0.33% | 607 | +30,986 | 13.13% | Q1 2026 | Apr 13, 2026 |
| Gordian Advisors LLC | History | Reduced | 266,171 | 17,056 | 11.36% | 11.12% | 608 | -2,551 | -0.95% | Q1 2026 | Apr 27, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 265,544 | 17,016 | 2.51% | 2.43% | 609 | -150 | -0.06% | Q1 2026 | Apr 21, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 265,496 | 17,012 | 0.54% | 0.55% | 610 | -6,713 | -2.47% | Q1 2026 | Apr 08, 2026 |
| Wealth Forward, LLC | History | Added to | 263,557 | 16,888 | 9.53% | 9.2% | 611 | +2,745 | 1.05% | Q1 2026 | May 04, 2026 |
| Parkwood LLC | History | No change | 262,127 | 16,797 | 1.49% | 1.27% | 612 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Crestmont Private Wealth LLC | History | Added to | 261,299 | 16,744 | 5.28% | 5.11% | 613 | +9,593 | 3.81% | Q1 2026 | May 08, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | Added to | 260,896 | 16,718 | 1.53% | 1.32% | 614 | +26,042 | 11.09% | Q1 2026 | Apr 22, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 260,262 | 16,677 | 3.61% | 3.47% | 615 | +13,456 | 5.45% | Q1 2026 | Apr 27, 2026 |
| FMA Wealth Management, LLC | History | Reduced | 260,071 | 16,665 | 11.09% | 10.54% | 616 | -186 | -0.07% | Q1 2026 | Apr 14, 2026 |
| FF Advisors,LLC | History | Added to | 245,662 | 16,628 | 6.74% | 6.72% | 617 | +4,059 | 1.68% | Q1 2026 | Apr 27, 2026 |
| Gould Capital, LLC | History | Added to | 258,902 | 16,590 | 10.04% | 9.26% | 618 | +18,285 | 7.6% | Q1 2026 | May 15, 2026 |
| Western Reserve Capital Management, LLC | History | Added to | 257,376 | 16,492 | 13.54% | 14.82% | 619 | +2,870 | 1.13% | Q1 2026 | Apr 27, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Reduced | 255,880 | 16,396 | 9.82% | 8.27% | 620 | -7,606 | -2.89% | Q1 2026 | Apr 15, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 255,721 | 16,386 | 6.61% | 6.38% | 621 | -2,178 | -0.84% | Q1 2026 | Apr 08, 2026 |
| Rochester Wealth Strategies, LLC | History | Reduced | 252,558 | 16,183 | 9.81% | 10.08% | 622 | -4,405 | -1.71% | Q1 2026 | Apr 27, 2026 |
| Austin Private Wealth, LLC | History | No change | 258,218 | 16,130 | 1.2% | 1.2% | 623 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 251,030 | 16,086 | 7.09% | 6.95% | 624 | +2,265 | 0.91% | Q1 2026 | Apr 06, 2026 |
| Stratos Investment Management, LLC | History | Added to | 250,611 | 16,059 | 0.64% | 0.29% | 625 | +133,959 | 114.84% | Q1 2026 | Apr 28, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 249,586 | 15,993 | 1.73% | 1.59% | 626 | +21,762 | 9.55% | Q1 2026 | Apr 24, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 249,071 | 15,960 | 0.54% | 0.49% | 627 | +23,480 | 10.41% | Q1 2026 | Apr 17, 2026 |
| Keystone Global Partners, LLC | History | Reduced | 248,622 | 15,931 | 7.07% | 6.91% | 628 | -2,855 | -1.14% | Q1 2026 | Apr 24, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 247,883 | 15,884 | 0.32% | 0.31% | 629 | +7,886 | 3.29% | Q1 2026 | May 14, 2026 |
| Green Ridge Wealth Planning LLC | History | Added to | 247,484 | 15,858 | 8.35% | 7.69% | 630 | +6,866 | 2.85% | Q1 2026 | Apr 10, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 247,469 | 15,857 | 0.25% | 0.5% | 631 | -253,083 | -50.56% | Q1 2026 | Apr 27, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 247,152 | 15,837 | 3.13% | 3.25% | 632 | -1,338 | -0.54% | Q1 2026 | Apr 14, 2026 |
| CENTRAL BANK & TRUST CO | History | Added to | 245,797 | 15,750 | 2.47% | 2.2% | 633 | +18,273 | 8.03% | Q1 2026 | Apr 07, 2026 |
| AE Wealth Management LLC | History | Added to | 244,977 | 15,698 | 0.08% | 0.08% | 634 | +14,368 | 6.23% | Q1 2026 | May 13, 2026 |
| Vavra Capital Management, LLC | History | Added to | 244,639 | 15,676 | 15.24% | 14.71% | 635 | +4,903 | 2.05% | Q1 2026 | Apr 27, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 243,237 | 15,586 | 6.12% | 6.47% | 636 | -18,545 | -7.08% | Q1 2026 | May 04, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 241,621 | 15,483 | 0.02% | 0.02% | 637 | +6,628 | 2.82% | Q1 2026 | May 13, 2026 |
| MSH Capital Advisors LLC | History | Added to | 241,612 | 15,482 | 3.28% | 3.09% | 638 | +10,099 | 4.36% | Q1 2026 | May 08, 2026 |
| Obermeyer Wealth Partners | History | Added to | 241,193 | 15,455 | 0.71% | 0.64% | 639 | +15,538 | 6.89% | Q1 2026 | Apr 20, 2026 |
| ASPIRIANT, LLC | History | Added to | 241,032 | 15,445 | 0.44% | 0.43% | 640 | +2,518 | 1.06% | Q1 2026 | May 12, 2026 |
| Sunesis Advisors, LLC | History | Added to | 240,861 | 15,434 | 6.98% | 6.71% | 641 | +3,705 | 1.56% | Q1 2026 | May 14, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 240,254 | 15,395 | 0.24% | 0.2% | 642 | +21,294 | 9.73% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 239,017 | 15,316 | 0.03% | 0.03% | 643 | -1,569 | -0.65% | Q1 2026 | May 14, 2026 |
| Callan Family Office, LLC | History | Added to | 237,656 | 15,229 | 0.35% | 0.31% | 644 | +10,176 | 4.47% | Q1 2026 | May 13, 2026 |
| NWAM LLC | History | Reduced | 237,633 | 15,227 | 0.88% | 0.86% | 645 | -3,041 | -1.26% | Q1 2026 | May 04, 2026 |
| TMB Capital Partners, LLC | History | Reduced | 237,380 | 15,211 | 5.12% | 5.21% | 646 | -6,585 | -2.7% | Q1 2026 | May 08, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 236,578 | 15,159 | 1.5% | 1.43% | 647 | +8,243 | 3.61% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 218,756 | 15,089 | 2.01% | 2.42% | 648 | -13,717 | -5.9% | Q1 2026 | May 06, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 234,961 | 15,056 | 0.64% | 0.6% | 649 | +3,660 | 1.58% | Q1 2026 | Apr 29, 2026 |
| Bristlecone Value Partners, LLC | History | Reduced | 234,483 | 15,025 | 13.22% | 17.1% | 650 | -2,798 | -1.18% | Q1 2026 | May 08, 2026 |
| Beacon Financial Strategies CORP | History | Added to | 234,141 | 15,003 | 8.52% | 7.97% | 651 | +5,559 | 2.43% | Q1 2026 | Apr 08, 2026 |
| EPACRIA CAPITAL PARTNERS, LLC | History | No change | 234,089 | 15,000 | 11.62% | 11.58% | 652 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 233,810 | 14,982 | 1.87% | 1.84% | 653 | -1,605 | -0.68% | Q1 2026 | May 14, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 233,742 | 14,978 | 4.78% | 4.51% | 654 | +3,630 | 1.58% | Q1 2026 | Apr 23, 2026 |
| Eagle Strategies LLC | History | Added to | 233,603 | 14,969 | 1.79% | 1.77% | 655 | +11,965 | 5.4% | Q1 2026 | Apr 20, 2026 |
| NewSquare Capital LLC | History | Reduced | 232,875 | 14,922 | 1.29% | 1.32% | 656 | -6,508 | -2.72% | Q1 2026 | May 08, 2026 |
| P/E Global LLC | History | New | 232,135 | 14,875 | 1.17% | — | 657 | +232,135 | New | Q1 2026 | Apr 09, 2026 |
| InvesTrust | History | Added to | 231,634 | 14,843 | 6.24% | 5.55% | 658 | +1,811 | 0.79% | Q1 2026 | Apr 07, 2026 |
| Aerodigm Wealth, LLC | History | Reduced | 231,609 | 14,841 | 5.59% | 5.67% | 659 | -3,541 | -1.51% | Q1 2026 | Apr 21, 2026 |
| EJMK Ventures LLC | History | Added to | 230,627 | 14,778 | 8.25% | 4.62% | 660 | +110,354 | 91.75% | Q1 2026 | Apr 24, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 228,183 | 14,621 | 3.2% | 3.22% | 661 | -3,108 | -1.34% | Q1 2026 | Apr 27, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 224,506 | 14,386 | 0.1% | 0.09% | 662 | +3,563 | 1.61% | Q1 2026 | May 15, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 223,029 | 14,291 | 0.44% | 0.02% | 663 | +211,955 | 1913.99% | Q1 2026 | May 08, 2026 |
| IF Advisors, LLC | History | Added to | 222,644 | 14,267 | 10.09% | 9.94% | 664 | +26,807 | 13.69% | Q1 2026 | May 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 222,384 | 14,250 | 0.03% | 0.02% | 665 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Avestar Capital, LLC | History | Added to | 222,156 | 14,235 | 0.91% | 0.36% | 666 | +132,262 | 147.13% | Q1 2026 | May 13, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 221,537 | 14,196 | 1.07% | 1.16% | 667 | -15,122 | -6.39% | Q1 2026 | Apr 27, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 221,243 | 14,177 | 8.94% | 9.71% | 668 | -24,768 | -10.07% | Q1 2026 | Apr 07, 2026 |
| Stone Summit Wealth LLC | History | Added to | 220,871 | 14,153 | 3.94% | 3.07% | 669 | +39,683 | 21.9% | Q1 2026 | Apr 22, 2026 |
| Mittelman Wealth Management | History | Added to | 220,830 | 14,150 | 8.82% | 8.69% | 670 | +6,714 | 3.14% | Q1 2026 | May 15, 2026 |
| Clarity Wealth Development LLC | History | Added to | 220,754 | 14,145 | 11.55% | 11.25% | 671 | +7,844 | 3.68% | Q1 2026 | Apr 22, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Reduced | 218,620 | 14,009 | 1.54% | 1.55% | 672 | -807 | -0.37% | Q1 2026 | May 14, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 217,706 | 13,950 | 1.84% | 1.61% | 673 | +31,638 | 17.0% | Q1 2026 | May 11, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 217,311 | 13,925 | 2.65% | 2.78% | 674 | -172 | -0.08% | Q1 2026 | Apr 20, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 216,955 | 13,902 | 0.37% | 0.34% | 675 | +3,462 | 1.62% | Q1 2026 | May 14, 2026 |
| RiverGlades Family Offices LLC | History | New | 216,577 | 13,878 | 8.16% | — | 676 | +216,577 | New | Q1 2026 | May 13, 2026 |
| Objectivity Squared, LLC | History | Reduced | 216,533 | 13,875 | 8.75% | 7.95% | 677 | -11,090 | -4.87% | Q1 2026 | May 13, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 216,425 | 13,868 | 4.58% | 3.59% | 678 | +58,362 | 36.92% | Q1 2026 | May 15, 2026 |
| Trust Co of the South | History | Reduced | 216,384 | 13,865 | 2.23% | 2.73% | 679 | -55,160 | -20.31% | Q1 2026 | Apr 06, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 216,242 | 13,849 | 0.43% | 0.37% | 680 | +13,884 | 6.86% | Q1 2026 | May 11, 2026 |
| Manske Wealth Management | History | Added to | 215,721 | 13,823 | 3.87% | 3.56% | 681 | +22,805 | 11.82% | Q1 2026 | Apr 30, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 214,603 | 13,751 | 0.38% | 0.3% | 682 | +25,759 | 13.64% | Q1 2026 | Apr 27, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 214,231 | 13,727 | 0.42% | 0.36% | 683 | +28,765 | 15.51% | Q1 2026 | Apr 16, 2026 |
| FCA CORP /TX | History | Added to | 213,184 | 13,660 | 3.86% | 3.71% | 684 | +2,782 | 1.32% | Q1 2026 | May 14, 2026 |
| Horizons Wealth Management | History | Reduced | 212,549 | 13,620 | 8.93% | 8.94% | 685 | -5,873 | -2.69% | Q1 2026 | Apr 02, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 211,649 | 13,562 | 2.67% | 2.64% | 686 | +2,965 | 1.42% | Q1 2026 | May 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 211,521 | 13,554 | 0.22% | 0.19% | 687 | +34,666 | 19.6% | Q1 2026 | Apr 22, 2026 |
| Phoenix Wealth Advisors | History | Reduced | 210,378 | 13,481 | 5.32% | 5.06% | 688 | -68 | -0.03% | Q1 2026 | Apr 22, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 210,016 | 13,457 | 0.36% | 0.29% | 689 | +25,619 | 13.89% | Q1 2026 | May 01, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 209,729 | 13,439 | 1.37% | 1.38% | 690 | +2,553 | 1.23% | Q1 2026 | May 15, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Reduced | 209,346 | 13,414 | 8.33% | 8.33% | 691 | -2,905 | -1.37% | Q1 2026 | Apr 21, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 209,210 | 13,406 | 2.99% | 3.08% | 692 | -2,535 | -1.2% | Q1 2026 | Apr 15, 2026 |
| Tandem Financial, LLC | History | New | 208,410 | 13,354 | 4.25% | — | 693 | +208,410 | New | Q1 2026 | May 08, 2026 |
| Frisco Financial Planning LLC | History | Reduced | 208,134 | 13,337 | 11.0% | 10.96% | 694 | -1,774 | -0.85% | Q1 2026 | May 12, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 207,570 | 13,301 | 0.03% | 0.04% | 695 | -42,622 | -17.04% | Q1 2026 | May 14, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 207,468 | 13,294 | 1.57% | 1.62% | 696 | +15,192 | 7.9% | Q1 2026 | Apr 30, 2026 |
| Live Oak Investment Partners | History | Added to | 206,423 | 13,227 | 7.81% | 7.65% | 697 | +7,143 | 3.58% | Q1 2026 | Apr 29, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 206,062 | 13,204 | 0.18% | — | 698 | +206,062 | New | Q1 2026 | May 01, 2026 |
| Tenon Financial LLC | History | Reduced | 205,679 | 13,179 | 5.18% | 5.47% | 699 | -2,153 | -1.04% | Q1 2026 | Apr 21, 2026 |
| CGN Advisors LLC | History | Reduced | 204,884 | 13,128 | 1.04% | 1.02% | 700 | -1,449 | -0.7% | Q1 2026 | Apr 13, 2026 |
| Miller Investment Management, LP | History | Added to | 204,511 | 13,105 | 1.3% | 0.96% | 701 | +47,035 | 29.87% | Q1 2026 | May 08, 2026 |
| FIRST HORIZON CORP | History | Added to | 203,788 | 13,058 | 0.55% | 0.53% | 702 | +15,080 | 7.99% | Q1 2026 | Apr 30, 2026 |
| BKM Wealth Management, LLC | History | Reduced | 203,463 | 13,037 | 4.76% | 4.65% | 703 | -118 | -0.06% | Q1 2026 | Apr 22, 2026 |
| Wind River Trust Co | History | No change | 202,975 | 13,006 | 4.9% | 4.73% | 704 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| K2 Financial Inc. | History | Reduced | 189,111 | 12,925 | 9.4% | 9.67% | 705 | -6,651 | -3.4% | Q1 2026 | Apr 28, 2026 |
| RFG HOLDINGS, INC. | History | New | 201,501 | 12,912 | 3.25% | — | 706 | +201,501 | New | Q1 2026 | Apr 16, 2026 |
| Auour Investments LLC | History | Added to | 201,325 | 12,900 | 4.06% | 3.99% | 707 | +746 | 0.37% | Q1 2026 | Apr 20, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 206,354 | 12,890 | 0.6% | 0.6% | 708 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CVA Family Office, LLC | History | Added to | 200,546 | 12,850 | 1.35% | 1.06% | 709 | +53,415 | 36.3% | Q1 2026 | Apr 29, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 200,251 | 12,832 | 0.59% | 0.64% | 710 | +13,175 | 7.04% | Q1 2026 | Apr 15, 2026 |
| Seven Post Investment Office LP | History | Reduced | 200,180 | 12,827 | 4.14% | 5.16% | 711 | -30,794 | -13.33% | Q1 2026 | May 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 198,935 | 12,747 | 0.27% | 0.27% | 712 | -9,129 | -4.39% | Q1 2026 | May 13, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 197,943 | 12,684 | 0.97% | 0.93% | 713 | +2,529 | 1.29% | Q1 2026 | Apr 08, 2026 |
| KITCHING PARTNERS, LLC | History | Reduced | 197,326 | 12,644 | 11.63% | 12.44% | 714 | -20,818 | -9.54% | Q1 2026 | May 06, 2026 |
| Forbes Financial Planning, Inc. | History | Added to | 196,899 | 12,617 | 7.29% | 7.05% | 715 | +3,925 | 2.03% | Q1 2026 | Apr 17, 2026 |
| Redwood Investment Management, LLC | History | Added to | 196,536 | 12,594 | 1.56% | 1.28% | 716 | +14,884 | 8.19% | Q1 2026 | May 14, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 196,199 | 12,572 | 6.16% | 6.19% | 717 | -2,652 | -1.33% | Q1 2026 | Apr 08, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 194,501 | 12,463 | 0.6% | 0.6% | 718 | -6,248 | -3.11% | Q1 2026 | Apr 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 193,580 | 12,404 | 0.05% | 0.04% | 719 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 193,378 | 12,391 | 0.0% | 0.0% | 720 | +156,278 | 421.23% | Q1 2026 | May 15, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 192,354 | 12,326 | 1.55% | 2.35% | 721 | -5,822 | -2.94% | Q1 2026 | May 18, 2026 |
| SouthState Bank Corp | History | Added to | 191,879 | 12,295 | 0.57% | 0.29% | 722 | +87,713 | 84.21% | Q1 2026 | May 05, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 191,484 | 12,270 | 4.67% | 4.95% | 724 | +28,407 | 17.42% | Q1 2026 | May 15, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 191,494 | 12,270 | 5.39% | 5.23% | 723 | +9,557 | 5.25% | Q1 2026 | May 15, 2026 |
| IFG Advisors, LLC | History | Reduced | 190,823 | 12,227 | 2.0% | 2.03% | 725 | -4,358 | -2.23% | Q1 2026 | Apr 09, 2026 |
| Cadence Bank | History | No change | 195,398 | 12,206 | 0.71% | 0.71% | 726 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | New | 196,556 | 12,192 | 6.23% | — | 727 | +196,556 | New | Q1 2026 | May 15, 2026 |
| PFW Advisors LLC | History | Added to | 189,923 | 12,170 | 3.83% | 3.58% | 728 | +235 | 0.12% | Q1 2026 | Apr 10, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 189,847 | 12,165 | 2.12% | 2.05% | 729 | +2,831 | 1.51% | Q1 2026 | Apr 23, 2026 |
| Integrated Capital Management, LLC | History | Added to | 187,055 | 11,986 | 5.06% | 0.44% | 730 | +170,734 | 1046.1% | Q1 2026 | Apr 17, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 186,984 | 11,981 | 1.08% | 1.03% | 731 | +9,346 | 5.26% | Q1 2026 | May 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 185,580 | 11,891 | 0.65% | 0.61% | 732 | +928 | 0.5% | Q1 2026 | May 14, 2026 |
| Black Diamond Financial, LLC | History | Added to | 185,397 | 11,880 | 1.3% | 1.19% | 733 | +5,447 | 3.03% | Q1 2026 | May 05, 2026 |
| Avant Financial Advisors LLC | History | Added to | 185,389 | 11,879 | 8.35% | 8.25% | 734 | +1,548 | 0.84% | Q1 2026 | Apr 23, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 185,188 | 11,866 | 2.99% | 2.67% | 735 | +1,844 | 1.01% | Q1 2026 | Apr 30, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 184,999 | 11,854 | 3.92% | 0.1% | 736 | +180,932 | 4448.78% | Q1 2026 | Apr 17, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 184,886 | 11,847 | 0.69% | 0.7% | 737 | -4,422 | -2.34% | Q1 2026 | Apr 29, 2026 |
| Sigma Planning Corp | History | Added to | 184,230 | 11,805 | 0.33% | 0.31% | 738 | +2,774 | 1.53% | Q1 2026 | May 04, 2026 |
| CERTUITY, LLC | History | Added to | 184,068 | 11,795 | 0.77% | 0.41% | 739 | +79,815 | 76.56% | Q1 2026 | May 11, 2026 |
| Duncan Williams Asset Management, LLC | History | Added to | 183,838 | 11,780 | 3.27% | 3.02% | 740 | +1,948 | 1.07% | Q1 2026 | May 05, 2026 |
| Centennial Bank/AR/ | History | Added to | 183,020 | 11,727 | 4.21% | 3.7% | 741 | +33,996 | 22.81% | Q1 2026 | May 06, 2026 |
| TRUST CO OF VERMONT | History | No change | 187,681 | 11,724 | 0.49% | 0.49% | 742 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Values Added Financial LLC | History | Reduced | 182,680 | 11,706 | 4.93% | 5.09% | 743 | -10,202 | -5.29% | Q1 2026 | Apr 20, 2026 |
| Western Wealth Management, LLC | History | Added to | 182,656 | 11,704 | 0.43% | 0.16% | 744 | +128,191 | 235.36% | Q1 2026 | May 19, 2026 |
| Summit Global Investments | History | Added to | 182,398 | 11,688 | 0.69% | 0.07% | 745 | +162,450 | 814.37% | Q1 2026 | May 07, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 182,070 | 11,667 | 0.1% | 0.14% | 746 | -44,691 | -19.71% | Q1 2026 | May 14, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 181,839 | 11,652 | 3.13% | 0.19% | 747 | +171,215 | 1611.59% | Q1 2026 | May 13, 2026 |
| Elite Life Management LLC | History | Added to | 163,933 | 11,611 | 14.52% | 17.71% | 748 | +1,923 | 1.19% | Q1 2026 | May 11, 2026 |
| Highview Capital Management LLC/DE/ | History | Reduced | 181,098 | 11,604 | 4.22% | 4.69% | 749 | -31,676 | -14.89% | Q1 2026 | May 08, 2026 |
| Sterling Group Wealth Management, LLC | History | Reduced | 181,086 | 11,603 | 5.49% | 5.63% | 750 | -5,212 | -2.8% | Q1 2026 | May 04, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 180,190 | 11,546 | 2.01% | 2.05% | 751 | -4,844 | -2.62% | Q1 2026 | May 05, 2026 |
| Timmons Wealth Management, LLC | History | Added to | 180,073 | 11,539 | 10.94% | 10.87% | 752 | +3,311 | 1.87% | Q1 2026 | May 11, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 179,707 | 11,515 | 0.76% | 0.71% | 753 | +328 | 0.18% | Q1 2026 | Apr 29, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 179,204 | 11,483 | 1.52% | 1.69% | 754 | -9,140 | -4.85% | Q1 2026 | May 11, 2026 |
| HEADINVEST, LLC | History | Added to | 178,899 | 11,463 | 2.35% | 2.11% | 755 | +9,158 | 5.4% | Q1 2026 | May 15, 2026 |
| Capasso Planning Partners LLC | History | No change | 183,410 | 11,457 | 6.28% | 6.28% | 756 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Newport Capital Group, LLC | History | Added to | 177,979 | 11,405 | 6.95% | 6.72% | 757 | +2,010 | 1.14% | Q1 2026 | May 11, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 177,885 | 11,398 | 2.67% | 2.51% | 758 | +4,209 | 2.42% | Q1 2026 | May 08, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 177,685 | 11,386 | 6.69% | 6.7% | 759 | +3,267 | 1.87% | Q1 2026 | Apr 21, 2026 |
| HUB Investment Partners, LLC | History | Added to | 177,683 | 11,385 | 0.27% | 0.04% | 760 | +153,822 | 644.66% | Q1 2026 | May 15, 2026 |
| Opus Capital Group, LLC | History | Reduced | 177,628 | 11,382 | 1.22% | 1.28% | 761 | -11,321 | -5.99% | Q1 2026 | Apr 30, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 164,998 | 11,356 | 2.42% | 2.35% | 762 | +2,431 | 1.5% | Q1 2026 | May 01, 2026 |
| Trace Wealth Advisors, LLC | History | Reduced | 176,958 | 11,339 | 8.5% | 8.39% | 763 | -9,064 | -4.87% | Q1 2026 | May 13, 2026 |
| Roundview Capital LLC | History | Added to | 176,841 | 11,331 | 0.71% | 0.67% | 764 | +3,427 | 1.98% | Q1 2026 | May 08, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 175,865 | 11,269 | 5.77% | 5.71% | 765 | +2,639 | 1.52% | Q1 2026 | May 01, 2026 |
| Compton Wealth Advisory Group, LLC | History | Added to | 172,662 | 11,247 | 2.5% | 1.85% | 766 | +37,200 | 27.46% | Q1 2026 | Apr 14, 2026 |
| Aurelius Family Office LLC | History | Reduced | 174,636 | 11,190 | 4.87% | 4.83% | 767 | -1,074 | -0.61% | Q1 2026 | Apr 08, 2026 |
| Twin Cities Retirement Group LLC | History | Added to | 173,032 | 11,087 | 10.14% | 9.97% | 768 | +7,663 | 4.63% | Q1 2026 | Apr 14, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 177,469 | 11,086 | 2.17% | 2.17% | 769 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Integrated Advisors Network LLC | History | Added to | 172,664 | 11,064 | 0.58% | 0.45% | 770 | +8,586 | 5.23% | Q1 2026 | Apr 28, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 172,461 | 11,051 | 1.37% | 1.31% | 771 | +3,606 | 2.14% | Q1 2026 | Apr 16, 2026 |
| Bricktown Capital, LLC | History | Reduced | 172,264 | 11,038 | 2.17% | 3.04% | 772 | -116,500 | -40.34% | Q1 2026 | Apr 16, 2026 |
| Lansing Street Advisors | History | Added to | 172,013 | 11,022 | 2.78% | 2.04% | 773 | +44,038 | 34.41% | Q1 2026 | Apr 28, 2026 |
| Security Financial Services, INC. | History | No change | 176,219 | 11,008 | 1.73% | 1.73% | 774 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 171,497 | 10,989 | 5.12% | 4.15% | 775 | +38,568 | 29.01% | Q1 2026 | Apr 09, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 170,559 | 10,929 | 0.9% | 0.94% | 776 | -297 | -0.17% | Q1 2026 | May 05, 2026 |
| Victrix Investment Advisors | History | Added to | 170,393 | 10,918 | 3.96% | 3.53% | 777 | +24,383 | 16.7% | Q1 2026 | Apr 09, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 170,210 | 10,907 | 0.82% | 0.81% | 778 | -2,473 | -1.43% | Q1 2026 | Apr 14, 2026 |
| Grove Bank & Trust | History | Added to | 170,028 | 10,895 | 1.23% | 1.15% | 779 | +6,901 | 4.23% | Q1 2026 | Apr 08, 2026 |
| Martel Wealth Advisors LLC | History | Reduced | 169,909 | 10,887 | 1.85% | 1.96% | 780 | -13,621 | -7.42% | Q1 2026 | May 01, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Added to | 169,886 | 10,886 | 7.12% | 6.84% | 781 | +523 | 0.31% | Q1 2026 | Apr 28, 2026 |
| First Bancorp, Inc /ME/ | History | Added to | 169,792 | 10,880 | 5.41% | 5.61% | 782 | +778 | 0.46% | Q1 2026 | Apr 20, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 169,197 | 10,842 | 0.4% | 0.41% | 783 | -5,124 | -2.94% | Q1 2026 | May 12, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 168,343 | 10,787 | 0.34% | — | 784 | +168,343 | New | Q1 2026 | May 15, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 167,304 | 10,720 | 3.78% | 3.28% | 785 | +22,648 | 15.66% | Q1 2026 | Apr 21, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 166,429 | 10,664 | 0.31% | 0.3% | 786 | +959 | 0.58% | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 166,314 | 10,657 | 0.1% | 0.13% | 787 | -48,121 | -22.44% | Q1 2026 | May 08, 2026 |
| CHILTON INVESTMENT CO INC. | History | Added to | 165,535 | 10,607 | 0.25% | 0.08% | 788 | +105,814 | 177.18% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Added to | 165,400 | 10,598 | 0.01% | 0.01% | 789 | +8,556 | 5.46% | Q1 2026 | May 11, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Reduced | 164,574 | 10,545 | 3.19% | 3.19% | 790 | -6,214 | -3.64% | Q1 2026 | Apr 22, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 199,278 | 10,523 | 0.96% | 0.96% | 791 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | Added to | 164,100 | 10,515 | 4.56% | 4.03% | 792 | +20,000 | 13.88% | Q1 2026 | May 11, 2026 |
| New Hampshire Trust | History | Reduced | 163,802 | 10,496 | 2.12% | 2.06% | 793 | -5,481 | -3.24% | Q1 2026 | Apr 20, 2026 |
| CONNING INC. | History | Added to | 162,787 | 10,431 | 0.35% | 0.33% | 794 | +3,342 | 2.1% | Q1 2026 | Apr 30, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 162,334 | 10,402 | 1.19% | 1.01% | 795 | +22,243 | 15.88% | Q1 2026 | May 14, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 161,721 | 10,363 | 3.11% | 3.07% | 796 | +1,855 | 1.16% | Q1 2026 | Apr 29, 2026 |
| Piedmont Capital Management, LLC/NC | History | Added to | 161,623 | 10,356 | 6.91% | 6.35% | 797 | +6,984 | 4.52% | Q1 2026 | Apr 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 161,303 | 10,336 | 0.63% | 0.54% | 798 | +23,178 | 16.78% | Q1 2026 | Apr 13, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 160,321 | 10,273 | 1.0% | 1.02% | 799 | -7,257 | -4.33% | Q1 2026 | Apr 29, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 159,464 | 10,218 | 2.26% | 2.25% | 800 | -2,632 | -1.62% | Q1 2026 | Apr 03, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 159,401 | 10,214 | 1.66% | 1.64% | 801 | -3,492 | -2.14% | Q1 2026 | Apr 23, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | Added to | 159,281 | 10,206 | 2.03% | 1.88% | 802 | +13,585 | 9.32% | Q1 2026 | Apr 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 158,945 | 10,185 | 0.12% | 0.11% | 803 | +14,700 | 10.19% | Q1 2026 | May 08, 2026 |
| E&R Wealth Management, LLC | History | Added to | 158,647 | 10,166 | 10.13% | 10.26% | 804 | +1,228 | 0.78% | Q1 2026 | May 14, 2026 |
| Michelson Medical Research Foundation, Inc. | History | No change | 158,160 | 10,134 | 10.29% | 9.9% | 805 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pachira Investments Inc. | History | Added to | 157,835 | 10,114 | 4.73% | 4.01% | 806 | +26,077 | 19.79% | Q1 2026 | Apr 27, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Added to | 157,328 | 10,081 | 3.96% | 3.4% | 807 | +12,933 | 8.96% | Q1 2026 | Apr 07, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 161,302 | 10,076 | 0.75% | 0.75% | 808 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STAR Financial Bank | History | Added to | 156,704 | 10,041 | 4.74% | 2.01% | 809 | +93,828 | 149.23% | Q1 2026 | May 08, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 156,282 | 10,008 | 0.75% | 0.64% | 810 | -12,283 | -7.29% | Q1 2026 | May 20, 2026 |
| Campion Asset Management | History | Added to | 155,683 | 9,976 | 6.77% | 6.68% | 811 | +1,721 | 1.12% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Added to | 155,416 | 9,959 | 0.21% | 0.17% | 812 | +19,977 | 14.75% | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | Added to | 155,203 | 9,945 | 0.56% | 0.48% | 813 | +19,283 | 14.19% | Q1 2026 | Apr 24, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 155,021 | 9,933 | 2.04% | 2.03% | 814 | -2,029 | -1.29% | Q1 2026 | Apr 06, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 154,582 | 9,905 | 2.74% | 2.97% | 815 | +3,920 | 2.6% | Q1 2026 | Apr 09, 2026 |
| Roth Financial Partners LLC | History | Reduced | 154,772 | 9,866 | 3.37% | 3.59% | 816 | -19,090 | -10.98% | Q1 2026 | Apr 21, 2026 |
| DBK Financial Counsel, LLC | History | No change | 157,876 | 9,862 | 7.57% | 7.57% | 817 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | Reduced | 153,200 | 9,817 | 0.06% | 0.85% | 818 | -2,121,900 | -93.27% | Q1 2026 | May 15, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 157,079 | 9,812 | 0.9% | 0.88% | 819 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| 6th Street Advisors, LLC | History | New | 152,593 | 9,778 | 6.15% | — | 820 | +152,593 | New | Q1 2026 | May 04, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 157,483 | 9,768 | 0.35% | 0.32% | 821 | +23,347 | 17.41% | Q1 2026 | May 15, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 152,291 | 9,758 | 0.33% | 0.34% | 822 | +2,637 | 1.76% | Q1 2026 | Apr 20, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 151,770 | 9,725 | 0.18% | 0.17% | 823 | +11,116 | 7.9% | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | Added to | 150,469 | 9,642 | 0.45% | 0.31% | 824 | +53,166 | 54.64% | Q1 2026 | Apr 24, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 154,009 | 9,620 | 6.02% | 6.02% | 825 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Carroll Advisory Group, LLC | History | Added to | 149,753 | 9,596 | 3.72% | 2.69% | 826 | +50,308 | 50.59% | Q1 2026 | Apr 22, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 149,385 | 9,572 | 0.41% | 0.38% | 827 | +9,084 | 6.47% | Q1 2026 | May 11, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 149,353 | 9,570 | 2.0% | 1.52% | 828 | +39,807 | 36.34% | Q1 2026 | Apr 15, 2026 |
| Verus Advisory, Inc. | History | No change | 152,270 | 9,561 | 6.24% | 6.24% | 829 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| SELDON CAPITAL LP | History | No change | 149,017 | 9,549 | 3.51% | 3.22% | 830 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 148,808 | 9,535 | 0.68% | 0.67% | 831 | +1,267 | 0.86% | Q1 2026 | May 06, 2026 |
| KilterHowling LLC | History | Added to | 148,492 | 9,515 | 4.8% | 4.29% | 832 | +12,960 | 9.56% | Q1 2026 | May 12, 2026 |
| BSW Wealth Partners | History | Reduced | 147,892 | 9,476 | 1.16% | 1.14% | 833 | -3,658 | -2.41% | Q1 2026 | Apr 14, 2026 |
| Monument Group Wealth Advisors, LLC | History | Reduced | 147,684 | 9,463 | 5.25% | 5.27% | 834 | -6,996 | -4.52% | Q1 2026 | Apr 22, 2026 |
| Stembrook Asset Management, LLC | History | Reduced | 147,413 | 9,446 | 9.25% | 8.8% | 835 | -1,681 | -1.13% | Q1 2026 | May 13, 2026 |
| BRANDYWINE TRUST CO | History | Added to | 147,317 | 9,440 | 1.71% | 1.61% | 836 | +90 | 0.06% | Q1 2026 | May 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 146,146 | 9,352 | 1.23% | 1.2% | 837 | +8,329 | 6.04% | Q1 2026 | Apr 28, 2026 |
| Tamar Securities, LLC | History | Added to | 145,681 | 9,335 | 1.0% | 0.9% | 838 | +9,050 | 6.62% | Q1 2026 | May 14, 2026 |
| North Star Investment Management Corp. | History | Added to | 145,515 | 9,324 | 0.56% | 0.51% | 839 | +15,372 | 11.81% | Q1 2026 | Apr 23, 2026 |
| Lexington Hill Partners, LLC | History | Added to | 145,444 | 9,320 | 5.28% | 5.81% | 840 | +21,673 | 17.51% | Q1 2026 | Apr 16, 2026 |
| Fairman Group, LLC | History | Added to | 145,205 | 9,304 | 7.95% | 6.4% | 841 | +16,988 | 13.25% | Q1 2026 | Apr 23, 2026 |
| Resolute Advisors LLC | History | Added to | 145,119 | 9,299 | 3.84% | 2.91% | 842 | +2,122 | 1.48% | Q1 2026 | May 07, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 144,376 | 9,251 | 0.26% | 0.21% | 843 | +20,925 | 16.95% | Q1 2026 | May 14, 2026 |
| COURIER CAPITAL LLC | History | Added to | 144,314 | 9,247 | 0.52% | 0.47% | 844 | +11,150 | 8.37% | Q1 2026 | Apr 23, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 144,166 | 9,238 | 0.41% | 0.41% | 845 | -3,502 | -2.37% | Q1 2026 | May 05, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 144,115 | 9,234 | 1.36% | 1.31% | 846 | +8,381 | 6.17% | Q1 2026 | Apr 24, 2026 |
| Emprise Bank | History | Reduced | 143,599 | 9,201 | 3.69% | 3.76% | 847 | -1,326 | -0.91% | Q1 2026 | Apr 20, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 143,307 | 9,183 | 0.73% | 0.77% | 848 | +13,729 | 10.6% | Q1 2026 | Apr 16, 2026 |
| Ascent Group, LLC | History | Reduced | 143,061 | 9,167 | 0.32% | 0.31% | 849 | -2,450 | -1.68% | Q1 2026 | May 15, 2026 |
| Waldron Private Wealth LLC | History | Added to | 142,830 | 9,152 | 0.36% | 0.35% | 850 | +349 | 0.24% | Q1 2026 | Apr 10, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Reduced | 142,287 | 9,117 | 2.5% | 2.35% | 851 | -391 | -0.27% | Q1 2026 | May 12, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 142,143 | 9,108 | 1.47% | 0.95% | 852 | +44,591 | 45.71% | Q1 2026 | May 08, 2026 |
| Roberts Wealth Advisors, LLC | History | Reduced | 141,949 | 9,096 | 2.31% | 2.34% | 853 | -1,533 | -1.07% | Q1 2026 | Apr 07, 2026 |
| Stillwater Capital Advisors, LLC | History | Added to | 141,927 | 9,094 | 1.04% | 0.92% | 854 | +4,918 | 3.59% | Q1 2026 | Apr 10, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 141,625 | 9,075 | 1.34% | 1.2% | 855 | +15,638 | 12.41% | Q1 2026 | May 11, 2026 |
| HighRoad Wealth Advisors, LLC | History | Reduced | 141,524 | 9,068 | 8.86% | 8.5% | 856 | -944 | -0.66% | Q1 2026 | Apr 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 146,008 | 9,056 | 0.57% | 0.48% | 857 | -22,201 | -13.2% | Q1 2026 | Apr 24, 2026 |
| Capital Analysts, LLC | History | Added to | 139,815 | 8,959 | 0.24% | 0.21% | 858 | +21,414 | 18.09% | Q1 2026 | May 14, 2026 |
| Fullerton Advisors, LLC | History | Added to | 139,666 | 8,949 | 9.27% | 8.17% | 859 | +8,673 | 6.62% | Q1 2026 | Apr 21, 2026 |
| Talon Private Wealth, LLC | History | New | 139,080 | 8,912 | 1.18% | — | 860 | +139,080 | New | Q1 2026 | May 15, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 139,064 | 8,911 | 2.66% | 2.56% | 861 | +2,743 | 2.01% | Q1 2026 | May 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 138,314 | 8,863 | 0.46% | 0.43% | 862 | +7,235 | 5.52% | Q1 2026 | Apr 15, 2026 |
| Plum Street Advisors, LLC | History | Added to | 137,787 | 8,829 | 3.06% | 3.06% | 863 | +310 | 0.23% | Q1 2026 | May 14, 2026 |
| Vectors Research Management, LLC | History | Added to | 137,513 | 8,811 | 2.57% | 2.27% | 864 | +18,504 | 15.55% | Q1 2026 | May 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 155,120 | 8,763 | 0.22% | 0.22% | 865 | -4,203 | -2.64% | Q1 2026 | Apr 29, 2026 |
| GK Wealth Management LLC | History | New | 141,015 | 8,747 | 7.61% | — | 867 | +141,015 | New | Q1 2026 | Apr 07, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | Reduced | 141,015 | 8,747 | 7.61% | 8.36% | 866 | -2,468 | -1.72% | Q1 2026 | Apr 07, 2026 |
| AlphaCore Capital LLC | History | Reduced | 135,515 | 8,683 | 0.21% | 0.22% | 868 | -23,018 | -14.52% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 135,254 | 8,667 | 2.17% | 2.13% | 869 | +3,771 | 2.87% | Q1 2026 | Apr 17, 2026 |
| Joule Financial, LLC | History | Reduced | 134,998 | 8,650 | 2.52% | 2.56% | 870 | -2,005 | -1.46% | Q1 2026 | Apr 14, 2026 |
| Creekside Partners | History | Added to | 134,718 | 8,632 | 3.55% | 3.11% | 871 | +16,950 | 14.39% | Q1 2026 | Apr 21, 2026 |
| Farnam Financial LLC | History | Added to | 134,378 | 8,610 | 7.09% | 5.92% | 872 | +8,469 | 6.73% | Q1 2026 | Apr 27, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 134,323 | 8,607 | 0.16% | 0.14% | 873 | +14,499 | 12.1% | Q1 2026 | May 07, 2026 |
| Cerity Partners OCIO LLC | History | Reduced | 133,940 | 8,582 | 0.51% | 0.98% | 874 | -150,113 | -52.85% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 133,456 | 8,552 | 0.25% | 0.19% | 875 | +30,610 | 29.76% | Q1 2026 | Apr 21, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Added to | 133,357 | 8,545 | 1.77% | 1.63% | 876 | +3,261 | 2.51% | Q1 2026 | Apr 21, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 132,927 | 8,517 | 2.67% | 2.74% | 877 | -5,247 | -3.8% | Q1 2026 | May 13, 2026 |
| Rothschild Wealth LLC | History | Reduced | 132,652 | 8,500 | 0.77% | 0.81% | 878 | -2,863 | -2.11% | Q1 2026 | May 06, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Added to | 132,638 | 8,499 | 4.57% | 3.96% | 879 | +13,321 | 11.16% | Q1 2026 | May 14, 2026 |
| Sound Stewardship, LLC | History | Reduced | 132,196 | 8,471 | 3.88% | 3.97% | 880 | -280 | -0.21% | Q1 2026 | Apr 10, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 123,456 | 8,438 | 0.19% | 0.2% | 881 | +3,105 | 2.58% | Q1 2026 | May 04, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 130,677 | 8,373 | 2.51% | 2.49% | 882 | -3,798 | -2.82% | Q1 2026 | May 05, 2026 |
| Strategent Financial, LLC | History | Added to | 130,319 | 8,350 | 5.67% | 4.9% | 883 | +6,283 | 5.07% | Q1 2026 | Apr 20, 2026 |
| Liberty Capital Management, Inc. | History | No change | 131,987 | 8,245 | 1.54% | 1.54% | 884 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 128,648 | 8,243 | 1.07% | 1.02% | 885 | -10,575 | -7.6% | Q1 2026 | Apr 10, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 127,751 | 8,180 | 1.09% | 1.12% | 886 | +12,740 | 11.08% | Q1 2026 | Apr 08, 2026 |
| Fortis Advisors, LLC | History | Added to | 127,474 | 8,168 | 4.09% | 3.54% | 887 | +22,943 | 21.95% | Q1 2026 | May 14, 2026 |
| Finhabits Advisors LLC | History | Reduced | 127,308 | 8,157 | 7.53% | 7.54% | 888 | -1,258 | -0.98% | Q1 2026 | May 06, 2026 |
| EPG Wealth Management LLC | History | Added to | 127,132 | 8,146 | 2.21% | 0.05% | 889 | +123,864 | 3790.21% | Q1 2026 | May 07, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 126,719 | 8,120 | 0.59% | 0.58% | 890 | +2,367 | 1.9% | Q1 2026 | Apr 20, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 126,510 | 8,106 | 3.19% | 3.1% | 891 | +4,793 | 3.94% | Q1 2026 | May 14, 2026 |
| Prudent Man Advisors, LLC | History | Reduced | 120,895 | 8,100 | 2.43% | 3.5% | 892 | -27,564 | -18.57% | Q1 2026 | May 08, 2026 |
| American Investment Services, Inc. | History | Reduced | 126,020 | 8,075 | 1.8% | 1.89% | 893 | -4,071 | -3.13% | Q1 2026 | May 13, 2026 |
| Jacobi Capital Management LLC | History | Added to | 125,804 | 8,061 | 0.45% | 0.45% | 894 | +2,675 | 2.17% | Q1 2026 | May 13, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 125,729 | 8,056 | 0.25% | 0.26% | 895 | -2,973 | -2.31% | Q1 2026 | May 04, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 125,710 | 8,055 | 0.55% | 0.52% | 896 | -6,908 | -5.21% | Q1 2026 | May 21, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 125,499 | 8,041 | 5.03% | 4.23% | 897 | +13,266 | 11.82% | Q1 2026 | Apr 28, 2026 |
| GenTrust, LLC | History | Added to | 124,996 | 8,009 | 0.34% | 0.32% | 898 | +4,598 | 3.82% | Q1 2026 | Apr 27, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 124,121 | 7,953 | 0.57% | 0.55% | 899 | +1,287 | 1.05% | Q1 2026 | May 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 127,279 | 7,951 | 0.39% | 0.38% | 900 | -2,589 | -1.99% | Q1 2026 | Apr 08, 2026 |
| PAX Financial Group, LLC | History | Reduced | 123,984 | 7,944 | 1.36% | 1.45% | 901 | -10,336 | -7.7% | Q1 2026 | Apr 27, 2026 |
| Farrell Financial LLC | History | Added to | 123,814 | 7,933 | 4.74% | 4.51% | 902 | +1,332 | 1.09% | Q1 2026 | Apr 13, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 123,634 | 7,922 | 3.86% | 3.79% | 903 | +6,678 | 5.71% | Q1 2026 | Apr 22, 2026 |
| RS CRUM INC. | History | Added to | 123,500 | 7,913 | 1.53% | 1.53% | 904 | +825 | 0.67% | Q1 2026 | Apr 15, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 123,101 | 7,888 | 0.66% | 0.65% | 905 | -600 | -0.49% | Q1 2026 | Apr 20, 2026 |
| Curi Capital, LLC | History | Added to | 123,052 | 7,885 | 0.14% | 0.11% | 906 | +25,774 | 26.5% | Q1 2026 | May 15, 2026 |
| JHP Wealth Management, LLC | History | Added to | 122,957 | 7,879 | 7.53% | 6.21% | 907 | +20,280 | 19.75% | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 122,603 | 7,856 | 0.3% | 0.29% | 909 | -3,670 | -2.91% | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 122,601 | 7,856 | 0.01% | 0.01% | 908 | -2,108 | -1.69% | Q1 2026 | May 08, 2026 |
| Madrid Wealth Management, LLC | History | Added to | 122,525 | 7,851 | 5.92% | 6.04% | 910 | +3,320 | 2.79% | Q1 2026 | Apr 21, 2026 |
| Veery Capital, LLC | History | Added to | 122,038 | 7,820 | 2.4% | 2.33% | 911 | +403 | 0.33% | Q1 2026 | Apr 09, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Added to | 121,840 | 7,807 | 3.77% | 3.38% | 912 | +1,664 | 1.38% | Q1 2026 | May 08, 2026 |
| Journey Beyond Wealth, LLC | History | Reduced | 121,824 | 7,806 | 6.7% | 6.58% | 913 | -10,696 | -8.07% | Q1 2026 | Apr 28, 2026 |
| STEPH & CO | History | Added to | 121,655 | 7,795 | 2.22% | 1.97% | 914 | +12,163 | 11.11% | Q1 2026 | Apr 17, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 121,103 | 7,760 | 2.14% | 1.82% | 915 | +17,483 | 16.87% | Q1 2026 | May 12, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 120,973 | 7,751 | 0.48% | 0.51% | 916 | -4,889 | -3.88% | Q1 2026 | Apr 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 120,478 | 7,720 | 0.17% | 0.06% | 917 | +73,863 | 158.45% | Q1 2026 | May 15, 2026 |
| Hobart Private Capital, LLC | History | Added to | 120,254 | 7,705 | 1.51% | 0.15% | 918 | +108,001 | 881.42% | Q1 2026 | Apr 07, 2026 |
| Optas, LLC | History | Added to | 120,123 | 7,697 | 1.16% | 1.15% | 919 | +2,420 | 2.06% | Q1 2026 | Apr 24, 2026 |
| Lord & Richards Wealth Management, LLC | History | Added to | 119,901 | 7,683 | 6.74% | 6.29% | 920 | +2,670 | 2.28% | Q1 2026 | Apr 20, 2026 |
| BlueSky Wealth Advisors, LLC | History | Added to | 119,711 | 7,671 | 0.99% | 0.97% | 921 | +2,285 | 1.95% | Q1 2026 | Apr 16, 2026 |
| Narus Financial Partners, LLC | History | Added to | 119,261 | 7,642 | 2.0% | 2.01% | 922 | +2,170 | 1.85% | Q1 2026 | Apr 21, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 118,639 | 7,602 | 2.14% | 2.28% | 923 | -13,415 | -10.16% | Q1 2026 | Apr 10, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 109,654 | 7,544 | 3.91% | 3.91% | 924 | +13,641 | 14.21% | Q1 2026 | May 18, 2026 |
| Caldwell Trust Co | History | Added to | 117,472 | 7,527 | 0.67% | 0.6% | 925 | +8,609 | 7.91% | Q1 2026 | Apr 22, 2026 |
| ENTRUST FINANCIAL LLC | History | Reduced | 117,440 | 7,525 | 5.26% | 5.77% | 926 | -6,962 | -5.6% | Q1 2026 | May 12, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Reduced | 116,872 | 7,489 | 2.61% | 2.5% | 927 | -630 | -0.54% | Q1 2026 | Apr 21, 2026 |
| TPG Advisors LLC | History | Added to | 115,450 | 7,398 | 4.61% | 4.39% | 928 | +2,539 | 2.25% | Q1 2026 | Apr 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 113,495 | 7,393 | 0.51% | 0.43% | 929 | +13,187 | 13.15% | Q1 2026 | May 01, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 114,961 | 7,366 | 1.91% | 1.82% | 930 | +1,803 | 1.59% | Q1 2026 | Apr 15, 2026 |
| Independent Family Office, LLC | History | Added to | 114,168 | 7,315 | 3.01% | 2.77% | 931 | +7,978 | 7.51% | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | Added to | 106,243 | 7,309 | 0.57% | 0.56% | 932 | +4,364 | 4.28% | Q1 2026 | May 01, 2026 |
| LifeGuide Financial Advisors, LLC | History | Reduced | 114,018 | 7,306 | 2.34% | 2.4% | 933 | -443 | -0.39% | Q1 2026 | Apr 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 113,790 | 7,291 | 0.53% | 0.62% | 934 | -32,944 | -22.45% | Q1 2026 | Apr 20, 2026 |
| Westerkirk Capital Inc. | History | No change | 113,781 | 7,291 | 0.78% | 0.69% | 935 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 113,234 | 7,256 | 0.17% | 0.16% | 936 | +9,269 | 8.92% | Q1 2026 | May 15, 2026 |
| CoreFirst Bank & Trust | History | No change | 115,864 | 7,238 | 3.91% | 3.91% | 937 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| RHS Financial, LLC | History | Reduced | 112,869 | 7,232 | 3.43% | 3.51% | 938 | -2,295 | -1.99% | Q1 2026 | Apr 28, 2026 |
| LOM Asset Management Ltd | History | Added to | 112,747 | 7,224 | 2.08% | 1.92% | 939 | +6,594 | 6.21% | Q1 2026 | May 05, 2026 |
| SEMITAM BONAM LLC | History | Reduced | 112,577 | 7,213 | 5.89% | 5.95% | 940 | -1,860 | -1.63% | Q1 2026 | Apr 21, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 112,208 | 7,190 | 0.75% | 0.71% | 941 | +4,376 | 4.06% | Q1 2026 | Apr 08, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 112,101 | 7,183 | 1.36% | 1.35% | 942 | -2,248 | -1.97% | Q1 2026 | Apr 09, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 112,037 | 7,179 | 0.0% | 0.02% | 943 | -521,263 | -82.31% | Q1 2026 | May 14, 2026 |
| LANE BROTHERS & CO INC | History | Reduced | 111,845 | 7,167 | 5.22% | 5.16% | 944 | -2,263 | -1.98% | Q1 2026 | May 05, 2026 |
| Heritage Family Offices, LLP | History | Added to | 111,616 | 7,152 | 3.17% | 0.49% | 945 | +94,517 | 552.76% | Q1 2026 | Apr 08, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 111,449 | 7,141 | 1.42% | 1.34% | 946 | +4,976 | 4.67% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 111,400 | 7,138 | 0.01% | — | 947 | +111,400 | New | Q1 2026 | May 14, 2026 |
| Taylor Hoffman Capital Management LLC | History | Added to | 110,445 | 7,077 | 2.18% | 2.08% | 948 | +999 | 0.91% | Q1 2026 | May 12, 2026 |
| Kovack Advisors, Inc. | History | Added to | 108,453 | 7,027 | 0.37% | 0.3% | 949 | +5,990 | 5.85% | Q1 2026 | May 12, 2026 |
| River Street Advisors LLC | History | Added to | 109,604 | 7,023 | 2.37% | 2.13% | 950 | +18,696 | 20.57% | Q1 2026 | Apr 21, 2026 |
| Marino Management, LLC | History | No change | 113,061 | 7,013 | 1.28% | 1.41% | 951 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 109,282 | 7,002 | 0.33% | 0.3% | 952 | +9,039 | 9.02% | Q1 2026 | Apr 28, 2026 |
| Severin Investments, LLC | History | Added to | 109,217 | 6,998 | 6.01% | 4.08% | 953 | +35,273 | 47.7% | Q1 2026 | Apr 24, 2026 |
| Meadowbrook Advisors Group, LLC | History | Reduced | 109,204 | 6,997 | 4.16% | 3.86% | 954 | -1,096 | -0.99% | Q1 2026 | Apr 16, 2026 |
| Summitas Investment Management LLC | History | New | 109,113 | 6,991 | 5.48% | — | 955 | +109,113 | New | Q1 2026 | May 13, 2026 |
| Strong Retirement Solutions LLC | History | Reduced | 108,996 | 6,984 | 4.89% | 4.93% | 956 | -8,035 | -6.87% | Q1 2026 | Apr 20, 2026 |
| BEARING POINT CAPITAL, LLC | History | Reduced | 108,465 | 6,950 | 1.09% | 1.07% | 957 | -840 | -0.77% | Q1 2026 | May 07, 2026 |
| Wright Wealth LLC | History | Added to | 108,449 | 6,949 | 4.65% | 4.17% | 958 | +5,969 | 5.82% | Q1 2026 | May 15, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 108,175 | 6,931 | 1.38% | 1.32% | 959 | +6,606 | 6.5% | Q1 2026 | Apr 09, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 108,069 | 6,925 | 0.73% | 0.69% | 960 | +2,048 | 1.93% | Q1 2026 | May 07, 2026 |
| One Capital Management, LLC | History | Added to | 107,785 | 6,906 | 0.19% | 0.16% | 961 | +23,305 | 27.59% | Q1 2026 | May 12, 2026 |
| Regency Capital Management Inc.\DE | History | Added to | 107,114 | 6,863 | 3.07% | 2.61% | 962 | +6,523 | 6.48% | Q1 2026 | May 05, 2026 |
| Csenge Advisory Group | History | Reduced | 107,020 | 6,857 | 0.31% | 0.34% | 963 | -11,742 | -9.89% | Q1 2026 | Apr 30, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 106,813 | 6,844 | 3.01% | 2.86% | 964 | -2,764 | -2.52% | Q1 2026 | Apr 22, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 99,811 | 6,829 | 0.46% | 0.52% | 965 | -16,185 | -13.95% | Q1 2026 | May 12, 2026 |
| Fort Sheridan Advisors LLC | History | Reduced | 105,934 | 6,788 | 0.82% | 0.85% | 966 | -1,055 | -0.99% | Q1 2026 | May 06, 2026 |
| Ironwood Financial, llc | History | Added to | 105,888 | 6,785 | 1.18% | 1.11% | 967 | +5,230 | 5.2% | Q1 2026 | Apr 16, 2026 |
| Certified Advisory Corp | History | Added to | 105,886 | 6,785 | 0.61% | 0.6% | 968 | +123 | 0.12% | Q1 2026 | Apr 17, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 105,848 | 6,782 | 3.06% | 2.95% | 969 | -1,072 | -1.0% | Q1 2026 | May 05, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 105,685 | 6,772 | 0.65% | 0.6% | 970 | +1,440 | 1.38% | Q1 2026 | May 06, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Reduced | 105,554 | 6,763 | 5.08% | 5.42% | 971 | -8,566 | -7.51% | Q1 2026 | Apr 16, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 105,512 | 6,761 | 0.54% | 0.48% | 972 | +7,540 | 7.7% | Q1 2026 | May 15, 2026 |
| ICONIQ Capital, LLC | History | No change | 105,323 | 6,749 | 0.15% | 0.1% | 973 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Diversified Trust Co | History | Added to | 105,183 | 6,740 | 0.13% | 0.1% | 974 | +17,210 | 19.56% | Q1 2026 | Apr 16, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 105,125 | 6,726 | 0.24% | 0.22% | 975 | +4,899 | 4.89% | Q1 2026 | May 06, 2026 |
| OxenFree Capital LLC | History | New | 97,053 | 6,667 | 3.23% | — | 976 | +97,053 | New | Q1 2026 | Apr 16, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Added to | 103,550 | 6,635 | 5.76% | 5.61% | 977 | +1,774 | 1.74% | Q1 2026 | Apr 21, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 103,381 | 6,624 | 0.36% | 0.4% | 978 | -5,001 | -4.61% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 103,197 | 6,612 | 0.0% | 0.0% | 979 | -3,217 | -3.02% | Q1 2026 | May 06, 2026 |
| Haverford Trust Co | History | Added to | 102,637 | 6,576 | 0.06% | 0.06% | 980 | +2,115 | 2.1% | Q1 2026 | May 11, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | No change | 102,296 | 6,555 | 5.12% | 5.09% | 981 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| McAdam, LLC | History | Reduced | 102,239 | 6,551 | 0.3% | 0.31% | 982 | -6,686 | -6.14% | Q1 2026 | May 08, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 102,107 | 6,542 | 0.59% | 0.69% | 983 | +6,803 | 7.14% | Q1 2026 | May 12, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 101,922 | 6,531 | 0.97% | 0.15% | 984 | +74,406 | 270.41% | Q1 2026 | Apr 24, 2026 |
| Birch Hill Investment Advisors LLC | History | Added to | 101,773 | 6,521 | 0.29% | 0.2% | 985 | +24,478 | 31.67% | Q1 2026 | Apr 29, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 101,272 | 6,489 | 0.26% | 0.25% | 986 | -758 | -0.74% | Q1 2026 | Apr 13, 2026 |
| Manuka Financial, LLC | History | Added to | 101,190 | 6,484 | 4.0% | 3.92% | 987 | +200 | 0.2% | Q1 2026 | May 07, 2026 |
| Squarepoint Ops LLC | History | Added to | 101,159 | 6,482 | 0.01% | 0.0% | 988 | +81,504 | 414.67% | Q1 2026 | May 15, 2026 |
| Bank of New Hampshire | History | Reduced | 101,133 | 6,480 | 1.48% | 1.42% | 989 | -221 | -0.22% | Q1 2026 | Apr 13, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 100,517 | 6,441 | 0.91% | 0.88% | 990 | -1,748 | -1.71% | Q1 2026 | Apr 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 100,491 | 6,439 | 0.08% | 0.08% | 991 | -1,619 | -1.59% | Q1 2026 | May 11, 2026 |
| Astra Wealth Partners LLC | History | Added to | 99,905 | 6,401 | 3.82% | 3.61% | 992 | +1,481 | 1.5% | Q1 2026 | May 06, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 99,870 | 6,399 | 0.45% | 0.13% | 993 | +85,458 | 592.96% | Q1 2026 | May 15, 2026 |
| Leo Wealth, LLC | History | Reduced | 99,867 | 6,399 | 0.46% | 0.48% | 994 | -6,969 | -6.52% | Q1 2026 | May 05, 2026 |
| United Advisor Group, LLC | History | Reduced | 99,874 | 6,399 | 0.79% | 0.79% | 995 | -1,789 | -1.76% | Q1 2026 | Apr 17, 2026 |
| Nuveen, LLC | History | No change | 99,600 | 6,382 | 0.0% | 0.0% | 996 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Marathon Strategic Advisors, LLC | History | Reduced | 99,472 | 6,374 | 4.58% | 4.76% | 997 | -255 | -0.26% | Q1 2026 | Apr 15, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 99,314 | 6,364 | 0.72% | 0.51% | 998 | -5,509 | -5.26% | Q1 2026 | May 12, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 98,952 | 6,340 | 4.33% | 4.31% | 999 | -4,091 | -3.97% | Q1 2026 | May 04, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 98,844 | 6,333 | 0.26% | 0.14% | 1000 | +37,017 | 59.87% | Q1 2026 | May 14, 2026 |
| Altura Wealth Advisors Inc. | History | Reduced | 98,485 | 6,310 | 2.75% | 3.73% | 1001 | -40,308 | -29.04% | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 96,849 | 6,206 | 0.08% | 0.09% | 1002 | -8,146 | -7.76% | Q1 2026 | May 12, 2026 |
| Trevian Wealth Management LLC | History | Added to | 96,618 | 6,191 | 3.06% | 2.72% | 1003 | +4,812 | 5.24% | Q1 2026 | Apr 21, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 96,512 | 6,184 | 1.4% | 1.24% | 1004 | +8,577 | 9.75% | Q1 2026 | Apr 20, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 96,431 | 6,179 | 0.64% | 0.61% | 1005 | +2,407 | 2.56% | Q1 2026 | May 07, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Reduced | 96,345 | 6,173 | 0.34% | 0.43% | 1006 | -1,859 | -1.89% | Q1 2026 | Apr 17, 2026 |
| SACHEM HILL LLC | History | Reduced | 96,148 | 6,161 | 1.19% | 1.3% | 1007 | -10,899 | -10.18% | Q1 2026 | May 13, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 96,129 | 6,159 | 0.32% | 0.33% | 1008 | -6,485 | -6.32% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 96,011 | 6,152 | 0.24% | 0.09% | 1009 | +83,229 | 651.14% | Q1 2026 | May 15, 2026 |
| Balboa Wealth Partners | History | Added to | 95,994 | 6,151 | 1.03% | 0.85% | 1010 | +13,860 | 16.87% | Q1 2026 | Apr 16, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 95,720 | 6,133 | 0.8% | 0.72% | 1011 | +2,141 | 2.29% | Q1 2026 | May 08, 2026 |
| Smithfield Trust Co | History | Added to | 95,761 | 6,130 | 0.27% | 0.24% | 1012 | +7,241 | 8.18% | Q1 2026 | May 08, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 95,508 | 6,120 | 0.34% | 0.32% | 1013 | +53,095 | 125.19% | Q1 2026 | Apr 22, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 95,157 | 6,097 | 3.53% | 3.32% | 1014 | +5,946 | 6.67% | Q1 2026 | May 13, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 95,106 | 6,094 | 0.74% | 0.76% | 1015 | -5,164 | -5.15% | Q1 2026 | Apr 23, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 94,973 | 6,085 | 2.4% | 1.89% | 1016 | -25,792 | -21.36% | Q1 2026 | May 06, 2026 |
| Graetz Wealth LLC | History | Added to | 94,584 | 6,060 | 5.41% | 4.75% | 1017 | +10,968 | 13.12% | Q1 2026 | Apr 30, 2026 |
| First PREMIER Bank | History | Reduced | 94,420 | 6,050 | 1.4% | 1.36% | 1018 | -416 | -0.44% | Q1 2026 | Apr 20, 2026 |
| AlTi Global, Inc. | History | Added to | 94,166 | 6,046 | 0.13% | 0.11% | 1019 | +9,219 | 10.85% | Q1 2026 | May 07, 2026 |
| DDFG, Inc | History | Reduced | 94,076 | 6,028 | 1.3% | 1.3% | 1020 | -851 | -0.9% | Q1 2026 | Apr 22, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 94,063 | 6,027 | 0.12% | 0.11% | 1021 | +10,603 | 12.7% | Q1 2026 | Apr 27, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 93,855 | 6,014 | 3.24% | 3.57% | 1022 | -8,885 | -8.65% | Q1 2026 | May 14, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 93,213 | 5,973 | 0.05% | 0.05% | 1023 | -1,539 | -1.62% | Q1 2026 | May 11, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 92,955 | 5,956 | 0.84% | 1.12% | 1024 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Added to | 92,750 | 5,943 | 3.39% | 3.17% | 1026 | +11,587 | 14.28% | Q1 2026 | Apr 16, 2026 |
| Financial Insights, Inc. | History | Reduced | 92,757 | 5,943 | 1.93% | 1.97% | 1025 | -1,417 | -1.5% | Q1 2026 | May 18, 2026 |
| Bakala Capital LLC | History | Added to | 92,360 | 5,918 | 28.45% | 27.23% | 1027 | +159 | 0.17% | Q1 2026 | May 14, 2026 |
| Symmetry Partners, LLC | History | Reduced | 92,169 | 5,906 | 0.34% | 0.37% | 1028 | -7,683 | -7.69% | Q1 2026 | Apr 27, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 91,816 | 5,902 | 0.01% | 0.04% | 1029 | -268,742 | -74.54% | Q1 2026 | May 14, 2026 |
| Single Point Partners, LLC | History | Added to | 91,932 | 5,891 | 1.17% | 1.13% | 1030 | +493 | 0.54% | Q1 2026 | Apr 15, 2026 |
| Disciplina Capital Management LLC | History | Reduced | 91,660 | 5,873 | 0.62% | 1.2% | 1031 | -76,200 | -45.39% | Q1 2026 | May 07, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 91,605 | 5,870 | 0.68% | 0.66% | 1032 | -353 | -0.38% | Q1 2026 | May 06, 2026 |
| Nolet Wealth Management, LLC | History | Added to | 91,547 | 5,866 | 3.34% | 0.39% | 1033 | +80,203 | 707.01% | Q1 2026 | May 05, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 91,386 | 5,855 | 0.16% | 0.14% | 1034 | -3,797 | -3.99% | Q1 2026 | Apr 21, 2026 |
| Arta Finance Wealth Management LLC | History | Added to | 91,028 | 5,833 | 2.88% | 2.64% | 1035 | +8,279 | 10.0% | Q1 2026 | Apr 20, 2026 |
| Moors & Cabot, Inc. | History | Added to | 90,732 | 5,814 | 0.25% | 0.19% | 1036 | +18,839 | 26.2% | Q1 2026 | May 08, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Added to | 90,291 | 5,785 | 0.23% | 0.21% | 1037 | +358 | 0.4% | Q1 2026 | May 12, 2026 |
| FC Advisory LLC | History | Reduced | 90,269 | 5,784 | 1.69% | 1.63% | 1038 | -523 | -0.58% | Q1 2026 | Apr 14, 2026 |
| FINANCIAL COUNSELORS INC | History | Reduced | 90,225 | 5,781 | 8.16% | 7.92% | 1039 | -1,220 | -1.33% | Q1 2026 | May 01, 2026 |
| Americana Partners, LLC | History | Reduced | 89,878 | 5,759 | 0.15% | 0.16% | 1040 | -1,242 | -1.36% | Q1 2026 | May 12, 2026 |
| Sound Financial Strategies Group, LLC | History | New | 89,452 | 5,732 | 3.91% | — | 1041 | +89,452 | New | Q1 2026 | May 08, 2026 |
| ETF Store, Inc. | History | Added to | 89,427 | 5,730 | 5.58% | 5.42% | 1042 | +4,323 | 5.08% | Q1 2026 | Apr 30, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 89,080 | 5,708 | 3.94% | 3.56% | 1043 | +128 | 0.14% | Q1 2026 | May 07, 2026 |
| Stonekeep Investments, LLC | History | Added to | 88,841 | 5,692 | 3.69% | 3.31% | 1044 | +6,057 | 7.32% | Q1 2026 | Apr 07, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 88,606 | 5,677 | 2.08% | 1.85% | 1045 | +6,639 | 8.1% | Q1 2026 | May 08, 2026 |
| Life Planning Partners, Inc | History | Added to | 88,216 | 5,652 | 4.31% | 4.1% | 1046 | +2,604 | 3.04% | Q1 2026 | Apr 28, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 88,025 | 5,640 | 0.76% | 0.76% | 1047 | -2,950 | -3.24% | Q1 2026 | May 15, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 87,752 | 5,623 | 0.56% | 0.58% | 1048 | -2,414 | -2.68% | Q1 2026 | May 08, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 87,680 | 5,618 | 0.21% | 0.18% | 1049 | +8,920 | 11.33% | Q1 2026 | May 11, 2026 |
| Trinity Financial Advisors LLC | History | Reduced | 87,124 | 5,582 | 1.59% | 8.51% | 1050 | -400,068 | -82.12% | Q1 2026 | Apr 07, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 86,961 | 5,572 | 0.42% | 0.47% | 1051 | -5,400 | -5.85% | Q1 2026 | Apr 30, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Reduced | 86,840 | 5,564 | 2.15% | 2.14% | 1052 | -1,948 | -2.19% | Q1 2026 | Apr 29, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 86,777 | 5,560 | 0.43% | 0.41% | 1053 | +5,839 | 7.21% | Q1 2026 | Apr 22, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 86,476 | 5,541 | 0.12% | 0.09% | 1054 | +21,388 | 32.86% | Q1 2026 | May 14, 2026 |
| Alley Investment Management Company, LLC | History | Added to | 86,341 | 5,532 | 0.67% | 0.63% | 1055 | +215 | 0.25% | Q1 2026 | Apr 23, 2026 |
| WEST BANCORPORATION INC | History | Added to | 86,009 | 5,511 | 2.75% | 2.72% | 1056 | +2,839 | 3.41% | Q1 2026 | Apr 23, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 85,944 | 5,507 | 0.73% | 0.76% | 1057 | -5,866 | -6.39% | Q1 2026 | Apr 09, 2026 |
| Bestgate Wealth Advisors, LLC | History | Reduced | 85,805 | 5,498 | 9.92% | 9.73% | 1058 | -2,814 | -3.18% | Q1 2026 | Apr 23, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 85,746 | 5,494 | 0.48% | 0.48% | 1059 | -1,498 | -1.72% | Q1 2026 | May 12, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 85,487 | 5,478 | 0.28% | 0.29% | 1060 | -6,450 | -7.02% | Q1 2026 | May 04, 2026 |
| Legacy Financial Group LLC | History | Reduced | 85,338 | 5,468 | 0.69% | 0.73% | 1061 | -2,766 | -3.14% | Q1 2026 | May 04, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 85,156 | 5,456 | 0.3% | 0.28% | 1062 | +3,913 | 4.82% | Q1 2026 | May 06, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 80,388 | 5,445 | 1.1% | 1.03% | 1063 | +5,801 | 7.78% | Q1 2026 | Apr 15, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Reduced | 84,538 | 5,417 | 2.57% | 2.81% | 1064 | -10,021 | -10.6% | Q1 2026 | Apr 15, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 84,394 | 5,407 | 2.29% | 2.1% | 1065 | +5,557 | 7.05% | Q1 2026 | Apr 15, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 84,378 | 5,406 | 1.8% | 1.72% | 1066 | +8,811 | 11.66% | Q1 2026 | May 12, 2026 |
| Petros Family Wealth, LLC | History | Added to | 84,147 | 5,392 | 3.84% | 3.08% | 1067 | +10,166 | 13.74% | Q1 2026 | Apr 24, 2026 |
| Pine Harbor Wealth Management, LLC | History | Added to | 83,945 | 5,379 | 1.61% | 1.27% | 1068 | +17,444 | 26.23% | Q1 2026 | Apr 28, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 83,895 | 5,376 | 0.05% | 0.06% | 1069 | -10,151 | -10.79% | Q1 2026 | Apr 13, 2026 |
| Donalies Financial Planning, LLC | History | Reduced | 83,885 | 5,375 | 4.58% | 4.47% | 1070 | -75 | -0.09% | Q1 2026 | May 05, 2026 |
| Verum Partners LLC | History | Added to | 83,843 | 5,372 | 1.02% | 1.04% | 1071 | +928 | 1.12% | Q1 2026 | Apr 15, 2026 |
| Andina Capital Management, LLC | History | Reduced | 83,532 | 5,352 | 4.73% | 4.35% | 1072 | -31,758 | -27.55% | Q1 2026 | Apr 17, 2026 |
| Columbus Macro, LLC | History | Added to | 83,394 | 5,343 | 0.57% | 0.5% | 1073 | +10,104 | 13.79% | Q1 2026 | Apr 21, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 83,297 | 5,337 | 2.82% | 2.89% | 1074 | -207 | -0.25% | Q1 2026 | Apr 23, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 83,100 | 5,325 | 0.72% | 0.72% | 1075 | -243 | -0.29% | Q1 2026 | Apr 17, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 83,044 | 5,321 | 0.28% | 0.26% | 1076 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Reduced | 83,020 | 5,319 | 0.96% | 1.42% | 1077 | -1,061 | -1.26% | Q1 2026 | May 01, 2026 |
| PARTHENON LLC | History | Added to | 82,625 | 5,294 | 0.61% | 0.55% | 1078 | +850 | 1.04% | Q1 2026 | Apr 28, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 82,323 | 5,275 | 3.54% | 3.59% | 1079 | -2,514 | -2.96% | Q1 2026 | Apr 29, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 81,938 | 5,270 | 1.46% | 1.27% | 1080 | +7,986 | 10.8% | Q1 2026 | Apr 27, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Added to | 81,829 | 5,243 | 2.78% | 2.05% | 1081 | +22,694 | 38.38% | Q1 2026 | Apr 23, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 81,757 | 5,238 | 0.31% | 0.32% | 1082 | -1,111 | -1.34% | Q1 2026 | Apr 23, 2026 |
| SENTINEL TRUST CO LBA | History | Reduced | 81,530 | 5,224 | 0.52% | 0.51% | 1083 | -702 | -0.85% | Q1 2026 | May 07, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 81,082 | 5,195 | 1.07% | 1.1% | 1084 | +787 | 0.98% | Q1 2026 | May 12, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 80,499 | 5,158 | 0.43% | 0.41% | 1085 | -1,481 | -1.81% | Q1 2026 | May 11, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 80,345 | 5,148 | 0.5% | 0.48% | 1086 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | No change | 80,298 | 5,145 | 6.45% | 5.89% | 1087 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 79,913 | 5,120 | 0.17% | 0.17% | 1088 | +669 | 0.84% | Q1 2026 | May 07, 2026 |
| SWMG, LLC | History | Reduced | 79,476 | 5,092 | 1.45% | 1.5% | 1089 | -490 | -0.61% | Q1 2026 | Apr 24, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 79,409 | 5,088 | 0.76% | 0.81% | 1090 | -2,523 | -3.08% | Q1 2026 | Apr 14, 2026 |
| Laraway Financial Advisors Inc | History | Reduced | 79,398 | 5,087 | 3.58% | 3.3% | 1091 | -1,605 | -1.98% | Q1 2026 | May 14, 2026 |
| Walker Financial Services, Inc. | History | Added to | 79,239 | 5,077 | 1.74% | 1.44% | 1092 | +15,582 | 24.48% | Q1 2026 | Apr 29, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 79,133 | 5,070 | 0.1% | 0.1% | 1093 | +1,067 | 1.37% | Q1 2026 | May 14, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 78,995 | 5,062 | 0.4% | 0.4% | 1094 | +1,754 | 2.27% | Q1 2026 | May 01, 2026 |
| Northland Capital Management LLC | History | Added to | 78,853 | 5,052 | 2.76% | 2.6% | 1095 | +4,486 | 6.03% | Q1 2026 | Apr 21, 2026 |
| Adelphi Trust Co | History | Reduced | 78,578 | 5,035 | 4.1% | 4.03% | 1096 | -459 | -0.58% | Q1 2026 | Apr 01, 2026 |
| Visionary Wealth Advisors | History | Added to | 77,965 | 4,996 | 0.22% | 0.2% | 1097 | +7,285 | 10.31% | Q1 2026 | May 13, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 77,882 | 4,990 | 1.39% | 1.4% | 1099 | +3,603 | 4.85% | Q1 2026 | Apr 24, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Reduced | 77,885 | 4,990 | 2.87% | 2.79% | 1098 | -593 | -0.76% | Q1 2026 | Apr 29, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 77,808 | 4,985 | 0.98% | 1.01% | 1100 | +609 | 0.79% | Q1 2026 | May 15, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 77,678 | 4,977 | 0.85% | 0.85% | 1101 | +267 | 0.34% | Q1 2026 | Apr 15, 2026 |
| OneAscent Financial Services LLC | History | Added to | 76,961 | 4,931 | 0.27% | 0.23% | 1102 | +37,432 | 94.7% | Q1 2026 | Apr 21, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 76,944 | 4,930 | 2.3% | 2.13% | 1103 | +4,661 | 6.45% | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 76,822 | 4,922 | 0.12% | 0.13% | 1104 | -3,086 | -3.86% | Q1 2026 | Apr 07, 2026 |
| LMCG INVESTMENTS, LLC | History | Added to | 76,771 | 4,919 | 0.29% | 0.26% | 1105 | +3,705 | 5.07% | Q1 2026 | Apr 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 75,961 | 4,867 | 0.02% | 0.02% | 1106 | +3,855 | 5.35% | Q1 2026 | May 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 75,798 | 4,858 | 0.08% | 0.07% | 1107 | +2,880 | 3.95% | Q1 2026 | Apr 14, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Reduced | 75,728 | 4,852 | 0.32% | 0.33% | 1108 | -5,373 | -6.63% | Q1 2026 | Apr 22, 2026 |
| Bravera Wealth | History | Added to | 75,710 | 4,851 | 2.18% | 2.03% | 1109 | +10,725 | 16.5% | Q1 2026 | Apr 22, 2026 |
| WESBANCO BANK INC | History | Added to | 75,180 | 4,817 | 0.13% | 0.12% | 1110 | +6,355 | 9.23% | Q1 2026 | Apr 21, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 75,083 | 4,811 | 1.36% | 1.11% | 1111 | +9,141 | 13.86% | Q1 2026 | Apr 16, 2026 |
| BOS Asset Management, LLC | History | Reduced | 75,036 | 4,808 | 1.23% | 1.28% | 1112 | -1,570 | -2.05% | Q1 2026 | Apr 08, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 75,005 | 4,807 | 1.26% | 1.16% | 1113 | +7,808 | 11.62% | Q1 2026 | May 01, 2026 |
| DAVENPORT & Co LLC | History | Added to | 74,977 | 4,804 | 0.03% | 0.02% | 1114 | +28,935 | 62.84% | Q1 2026 | Apr 15, 2026 |
| Nova R Wealth, Inc. | History | Reduced | 74,889 | 4,798 | 1.53% | 1.74% | 1115 | -1,520 | -1.99% | Q1 2026 | Apr 17, 2026 |
| Glassman Wealth Services | History | Reduced | 74,867 | 4,797 | 0.65% | 0.64% | 1116 | -603 | -0.8% | Q1 2026 | May 04, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 74,425 | 4,769 | 0.69% | 0.75% | 1117 | -6,928 | -8.52% | Q1 2026 | May 13, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 74,399 | 4,767 | 0.15% | 0.14% | 1118 | +2,153 | 2.98% | Q1 2026 | Apr 24, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 74,296 | 4,760 | 0.73% | 0.74% | 1119 | -1,586 | -2.09% | Q1 2026 | Apr 29, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 74,213 | 4,755 | 0.25% | 0.48% | 1120 | -35,513 | -32.37% | Q1 2026 | May 14, 2026 |
| Traction Financial Partners, LLC | History | Added to | 74,110 | 4,748 | 2.92% | 2.66% | 1121 | +2,208 | 3.07% | Q1 2026 | May 14, 2026 |
| FineMark National Bank & Trust | History | No change | 75,892 | 4,740 | 0.15% | 0.15% | 1122 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Evanson Asset Management, LLC | History | Added to | 73,148 | 4,687 | 0.25% | 0.22% | 1123 | +9,192 | 14.37% | Q1 2026 | Apr 08, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 72,837 | 4,667 | 0.65% | 0.44% | 1124 | +22,236 | 43.94% | Q1 2026 | Apr 21, 2026 |
| PCM Encore, LLC | History | Added to | 72,810 | 4,665 | 0.96% | 0.89% | 1126 | +5,776 | 8.62% | Q1 2026 | May 12, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 72,804 | 4,665 | 0.07% | 0.06% | 1125 | -427 | -0.58% | Q1 2026 | Apr 08, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 72,742 | 4,661 | 1.19% | 1.13% | 1127 | +8,671 | 13.53% | Q1 2026 | Apr 06, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 72,661 | 4,656 | 0.22% | 0.11% | 1128 | +35,180 | 93.86% | Q1 2026 | Apr 29, 2026 |
| Nabity-Jensen Investment Management Inc | History | Added to | 72,413 | 4,640 | 3.22% | 3.02% | 1129 | +1,123 | 1.58% | Q1 2026 | Apr 21, 2026 |
| Autumn Glory Partners, LLC | History | Reduced | 72,382 | 4,638 | 1.7% | 1.73% | 1130 | -6,585 | -8.34% | Q1 2026 | May 04, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 72,263 | 4,630 | 0.14% | 0.23% | 1131 | -42,998 | -37.3% | Q1 2026 | May 05, 2026 |
| Essential Planning, LLC. | History | Added to | 72,211 | 4,627 | 1.47% | 1.2% | 1132 | +11,903 | 19.74% | Q1 2026 | Apr 22, 2026 |
| E&G Advisors, LP | History | Added to | 72,188 | 4,625 | 1.03% | 0.72% | 1133 | +20,666 | 40.11% | Q1 2026 | Apr 21, 2026 |
| Asset Allocation & Management Company, LLC | History | Reduced | 72,039 | 4,616 | 1.71% | 1.82% | 1134 | -1,150 | -1.57% | Q1 2026 | Apr 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 71,992 | 4,613 | 0.74% | 0.85% | 1135 | -23 | -0.03% | Q1 2026 | May 06, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 71,844 | 4,603 | 0.41% | 0.39% | 1136 | +46 | 0.06% | Q1 2026 | Apr 30, 2026 |
| SEEDS INVESTOR LLC | History | New | 66,629 | 4,590 | 0.62% | — | 1137 | +66,629 | New | Q1 2026 | May 11, 2026 |
| High Note Wealth, LLC | History | Added to | 71,226 | 4,564 | 0.9% | 0.68% | 1138 | +15,726 | 28.34% | Q1 2026 | May 11, 2026 |
| Climber Capital SA | History | Reduced | 71,260 | 4,564 | 2.99% | 3.48% | 1139 | -14,430 | -16.84% | Q1 2026 | May 01, 2026 |
| Napier Financial, LLC | History | Added to | 71,104 | 4,556 | 1.04% | 1.1% | 1140 | +712 | 1.01% | Q1 2026 | May 05, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 70,960 | 4,547 | 0.01% | 0.01% | 1141 | +9,000 | 14.53% | Q1 2026 | May 11, 2026 |
| Red Tortoise LLC | History | Reduced | 70,848 | 4,539 | 1.89% | 1.88% | 1142 | -115 | -0.16% | Q1 2026 | Apr 21, 2026 |
| Rockingstone Advisors LLC | History | Reduced | 70,669 | 4,528 | 2.08% | 2.02% | 1143 | -305 | -0.43% | Q1 2026 | Apr 09, 2026 |
| Leeward Financial Partners, LLC | History | Added to | 70,466 | 4,515 | 1.34% | 0.13% | 1144 | +63,238 | 874.9% | Q1 2026 | Apr 20, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 70,357 | 4,508 | 0.47% | 0.4% | 1145 | +22,498 | 47.01% | Q1 2026 | Apr 23, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 71,993 | 4,497 | 2.76% | 2.76% | 1146 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Atlatl Advisers LLC | History | Reduced | 70,154 | 4,495 | 3.34% | 4.24% | 1147 | -106,888 | -60.37% | Q1 2026 | May 07, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 70,095 | 4,491 | 0.41% | 0.39% | 1148 | +98 | 0.14% | Q1 2026 | May 04, 2026 |
| DMKC Advisory Services, LLC | History | Added to | 69,715 | 4,467 | 1.86% | 1.8% | 1149 | +3,922 | 5.96% | Q1 2026 | May 01, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 69,655 | 4,463 | 0.1% | 0.1% | 1150 | -321 | -0.46% | Q1 2026 | May 12, 2026 |
| SageView Advisory Group, LLC | History | No change | 71,264 | 4,451 | 0.15% | 0.15% | 1151 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 69,313 | 4,441 | 0.27% | 0.27% | 1152 | -1,404 | -1.99% | Q1 2026 | May 04, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 68,894 | 4,414 | 0.97% | 0.97% | 1153 | -646 | -0.93% | Q1 2026 | Apr 23, 2026 |
| Sincerus Advisory, LLC | History | Added to | 68,656 | 4,399 | 3.33% | 3.33% | 1154 | +2,417 | 3.65% | Q1 2026 | Apr 06, 2026 |
| Renasant Bank | History | Added to | 68,627 | 4,397 | 3.11% | 2.89% | 1155 | +336 | 0.49% | Q1 2026 | Apr 29, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 68,331 | 4,378 | 0.38% | — | 1156 | +68,331 | New | Q1 2026 | May 06, 2026 |
| WATERS PARKERSON & CO., LLC | History | Added to | 67,792 | 4,344 | 0.22% | 0.19% | 1157 | +5,202 | 8.31% | Q1 2026 | Apr 29, 2026 |
| SVB WEALTH LLC | History | Reduced | 67,774 | 4,342 | 0.29% | 0.26% | 1158 | -2,437 | -3.47% | Q1 2026 | Apr 17, 2026 |
| Financial & Tax Architects, LLC | History | New | 67,709 | 4,338 | 0.97% | — | 1159 | +67,709 | New | Q1 2026 | Apr 23, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | Added to | 67,376 | 4,317 | 0.73% | 0.52% | 1160 | +4,922 | 7.88% | Q1 2026 | Apr 22, 2026 |
| OPINICUS CAPITAL, INC. | History | Added to | 67,145 | 4,302 | 3.03% | 2.89% | 1161 | +700 | 1.05% | Q1 2026 | May 05, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 66,544 | 4,264 | 0.7% | 0.65% | 1162 | +4,208 | 6.75% | Q1 2026 | Apr 21, 2026 |
| Gold Investment Management Ltd. | History | No change | 66,513 | 4,262 | 1.32% | 1.33% | 1163 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Van Cleef Asset Management,Inc | History | Added to | 66,360 | 4,252 | 0.46% | 0.42% | 1164 | +271 | 0.41% | Q1 2026 | May 01, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 66,287 | 4,247 | 0.33% | 0.33% | 1165 | -4,085 | -5.8% | Q1 2026 | May 13, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 62,100 | 4,241 | 1.35% | 1.36% | 1166 | +140 | 0.23% | Q1 2026 | May 12, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Reduced | 65,991 | 4,228 | 2.19% | 2.76% | 1167 | -24,623 | -27.17% | Q1 2026 | May 06, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 65,882 | 4,221 | 0.06% | 0.01% | 1168 | +56,180 | 579.06% | Q1 2026 | May 12, 2026 |
| Oakmont Advisory Group, LLC | History | Added to | 65,827 | 4,218 | 4.3% | 3.54% | 1169 | +12,761 | 24.05% | Q1 2026 | May 12, 2026 |
| LPWM LLC | History | Added to | 65,778 | 4,215 | 1.06% | 0.89% | 1170 | +9,345 | 16.56% | Q1 2026 | Apr 08, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 65,772 | 4,214 | 0.25% | 0.24% | 1171 | +1,382 | 2.15% | Q1 2026 | May 12, 2026 |
| Capital Asset Managemnet, LLC | History | Reduced | 65,659 | 4,207 | 4.74% | 5.0% | 1172 | -6,558 | -9.08% | Q1 2026 | Apr 14, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Reduced | 65,521 | 4,198 | 3.04% | 3.08% | 1173 | -1,031 | -1.55% | Q1 2026 | Apr 09, 2026 |
| NESTEGG ADVISORS, INC. | History | Reduced | 65,101 | 4,171 | 3.66% | 3.48% | 1174 | -205 | -0.31% | Q1 2026 | Apr 08, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 65,036 | 4,167 | 0.28% | 0.2% | 1175 | +14,311 | 28.21% | Q1 2026 | May 13, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 65,031 | 4,167 | 0.98% | 0.81% | 1176 | +11,335 | 21.11% | Q1 2026 | May 07, 2026 |
| Latko Wealth Management, Ltd. | History | New | 65,021 | 4,166 | 2.03% | — | 1177 | +65,021 | New | Q1 2026 | Apr 29, 2026 |
| Monument Capital Management | History | Reduced | 64,298 | 4,120 | 1.03% | 1.02% | 1178 | -1,289 | -1.97% | Q1 2026 | Apr 15, 2026 |
| Calydon Capital | History | Added to | 64,296 | 4,120 | 0.67% | 0.68% | 1179 | +130 | 0.2% | Q1 2026 | May 15, 2026 |
| Northstar Financial Companies, Inc. | History | Reduced | 64,217 | 4,115 | 3.27% | 3.35% | 1180 | -3,109 | -4.62% | Q1 2026 | May 05, 2026 |
| LCW Services, LLC | History | Reduced | 64,156 | 4,111 | 2.04% | 2.95% | 1181 | -24,437 | -27.58% | Q1 2026 | Apr 27, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 64,031 | 4,103 | 0.0% | 0.03% | 1182 | -110,736 | -63.36% | Q1 2026 | May 04, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 63,977 | 4,099 | 1.03% | 1.08% | 1183 | -3,498 | -5.18% | Q1 2026 | May 05, 2026 |
| CJM Wealth Advisers, Ltd. | History | Reduced | 63,217 | 4,050 | 1.23% | 1.19% | 1184 | -436 | -0.68% | Q1 2026 | Apr 13, 2026 |
| Forum Financial Management, LP | History | Added to | 63,064 | 4,041 | 0.06% | 0.05% | 1185 | +491 | 0.78% | Q1 2026 | Apr 23, 2026 |
| VERITY Wealth Advisors | History | Reduced | 63,012 | 4,037 | 2.7% | 2.63% | 1186 | -4,920 | -7.24% | Q1 2026 | Apr 09, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Added to | 62,979 | 4,035 | 0.73% | 0.74% | 1187 | +806 | 1.3% | Q1 2026 | May 14, 2026 |
| Allodium Investment Consultants, LLC | History | Reduced | 62,657 | 4,015 | 1.92% | 2.04% | 1188 | -1,830 | -2.84% | Q1 2026 | Apr 09, 2026 |
| Colonial Trust Co / SC | History | Added to | 62,626 | 4,013 | 0.55% | 0.35% | 1189 | +21,191 | 51.14% | Q1 2026 | May 12, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 62,320 | 3,993 | 0.98% | 1.01% | 1190 | -2,775 | -4.26% | Q1 2026 | Apr 22, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 62,192 | 3,985 | 2.13% | 2.03% | 1191 | +4,049 | 6.96% | Q1 2026 | May 01, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 61,893 | 3,966 | 1.4% | 1.38% | 1193 | +1,304 | 2.15% | Q1 2026 | Apr 08, 2026 |
| Michael & Susan Dell Foundation | History | No change | 61,900 | 3,966 | 0.14% | 0.13% | 1192 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quartz Partners, LLC | History | Added to | 61,779 | 3,958 | 1.53% | 1.42% | 1194 | +510 | 0.83% | Q1 2026 | May 05, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 61,703 | 3,953 | 1.59% | 1.4% | 1195 | +4,735 | 8.31% | Q1 2026 | May 07, 2026 |
| Old Peak Finance LLC | History | Added to | 61,497 | 3,940 | 2.3% | 2.37% | 1196 | +3 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 61,425 | 3,936 | 0.32% | 0.29% | 1197 | -205 | -0.33% | Q1 2026 | Apr 06, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 61,399 | 3,934 | 1.35% | 1.26% | 1198 | +909 | 1.5% | Q1 2026 | May 04, 2026 |
| Silver Coast Investments LLC | History | Reduced | 61,366 | 3,932 | 1.25% | 1.38% | 1199 | -2,668 | -4.17% | Q1 2026 | Apr 22, 2026 |
| Berger Financial Group, Inc | History | Reduced | 61,234 | 3,923 | 0.22% | 0.23% | 1201 | -1,062 | -1.7% | Q1 2026 | Apr 28, 2026 |
| One Day In July LLC | History | Added to | 61,235 | 3,923 | 0.31% | 0.31% | 1200 | +559 | 0.92% | Q1 2026 | May 05, 2026 |
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ | History | Reduced | 61,100 | 3,915 | 2.06% | 1.78% | 1202 | -8,100 | -11.71% | Q1 2026 | May 04, 2026 |
| INNEALTA CAPITAL, LLC | History | Reduced | 61,080 | 3,914 | 2.43% | 2.48% | 1203 | -12,233 | -16.69% | Q1 2026 | May 04, 2026 |
| PFC CAPITAL GROUP, INC. | History | Added to | 60,994 | 3,908 | 1.72% | 1.5% | 1204 | +2,669 | 4.58% | Q1 2026 | May 13, 2026 |
| CITY HOLDING CO | History | Added to | 60,828 | 3,897 | 0.49% | 0.42% | 1205 | +6,051 | 11.05% | Q1 2026 | Apr 15, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 60,565 | 3,881 | 0.37% | 0.37% | 1206 | -3,134 | -4.92% | Q1 2026 | May 11, 2026 |
| Magnus Financial Group LLC | History | Added to | 60,416 | 3,871 | 0.31% | 0.24% | 1207 | +10,562 | 21.19% | Q1 2026 | Apr 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 56,644 | 3,846 | 0.05% | 0.05% | 1208 | +935 | 1.68% | Q1 2026 | May 06, 2026 |
| Perennial Advisors, LLC | History | Added to | 59,992 | 3,844 | 0.65% | 0.58% | 1209 | +4,923 | 8.94% | Q1 2026 | Apr 13, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 59,775 | 3,830 | 0.15% | 0.15% | 1210 | -207 | -0.35% | Q1 2026 | Apr 16, 2026 |
| Essex Bank | History | Reduced | 59,453 | 3,809 | 0.84% | 0.81% | 1211 | -16 | -0.03% | Q1 2026 | Apr 17, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 59,376 | 3,804 | 1.51% | 1.46% | 1212 | +1,787 | 3.1% | Q1 2026 | May 01, 2026 |
| JT Stratford LLC | History | Added to | 59,350 | 3,803 | 0.48% | 0.45% | 1213 | +3,781 | 6.8% | Q1 2026 | May 15, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 59,312 | 3,800 | 2.17% | 2.34% | 1214 | -6,964 | -10.51% | Q1 2026 | Apr 22, 2026 |
| WAYSTONE ADVISORS LLC | History | Added to | 58,977 | 3,779 | 3.38% | 2.5% | 1215 | +12,306 | 26.37% | Q1 2026 | Apr 16, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Reduced | 58,780 | 3,766 | 2.53% | 2.57% | 1216 | -1,629 | -2.7% | Q1 2026 | Apr 16, 2026 |
| Gray Private Wealth, LLC | History | Reduced | 58,717 | 3,762 | 1.89% | 1.81% | 1217 | -717 | -1.21% | Q1 2026 | May 06, 2026 |
| TPG Financial Advisors, LLC | History | Reduced | 58,423 | 3,743 | 1.22% | 1.23% | 1218 | -583 | -0.99% | Q1 2026 | May 08, 2026 |
| Manchester Capital Management LLC | History | Added to | 58,103 | 3,723 | 0.54% | 0.46% | 1219 | +4,337 | 8.07% | Q1 2026 | May 11, 2026 |
| Sageworth Trust Co of South Dakota | History | Added to | 58,112 | 3,723 | 2.95% | 2.94% | 1220 | +500 | 0.87% | Q1 2026 | Apr 29, 2026 |
| Elm Partners Management LLC | History | Added to | 60,019 | 3,722 | 0.16% | 0.17% | 1221 | +973 | 1.65% | Q1 2026 | May 13, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Added to | 58,048 | 3,719 | 3.45% | 3.35% | 1222 | +521 | 0.91% | Q1 2026 | Apr 24, 2026 |
| Ascentis Independent Advisors | History | Added to | 57,801 | 3,703 | 0.28% | 0.15% | 1223 | +43,349 | 299.95% | Q1 2026 | Apr 28, 2026 |
| Cushing Capital Partners, LLC | History | Reduced | 57,784 | 3,702 | 2.85% | 2.97% | 1224 | -6,408 | -9.98% | Q1 2026 | Apr 20, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 57,784 | 3,702 | 2.42% | 2.28% | 1225 | -737 | -1.26% | Q1 2026 | Apr 21, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 57,471 | 3,682 | 0.54% | 0.51% | 1226 | -433 | -0.75% | Q1 2026 | Apr 21, 2026 |
| Centerline Wealth Advisors, LLC | History | Reduced | 57,144 | 3,661 | 1.32% | 1.44% | 1227 | -6,398 | -10.07% | Q1 2026 | Apr 14, 2026 |
| Archvest Wealth Advisors, Inc. | History | Added to | 57,105 | 3,659 | 2.36% | 2.25% | 1228 | +649 | 1.15% | Q1 2026 | May 13, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | Added to | 56,985 | 3,651 | 2.13% | 1.98% | 1229 | +1,495 | 2.69% | Q1 2026 | Apr 16, 2026 |
| Cove Private Wealth, LLC | History | Added to | 56,795 | 3,639 | 0.83% | 1.05% | 1230 | +320 | 0.57% | Q1 2026 | May 13, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 56,706 | 3,633 | 1.15% | 1.15% | 1231 | +3,179 | 5.94% | Q1 2026 | Apr 15, 2026 |
| Morling Financial Advisors, LLC | History | Reduced | 56,668 | 3,631 | 1.12% | 1.14% | 1232 | -1,598 | -2.74% | Q1 2026 | May 06, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 56,618 | 3,628 | 0.06% | 0.05% | 1233 | +9,415 | 19.95% | Q1 2026 | May 11, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 56,602 | 3,627 | 1.24% | 1.26% | 1234 | +760 | 1.36% | Q1 2026 | Apr 14, 2026 |
| WP Advisors, LLC | History | Added to | 56,583 | 3,625 | 0.94% | 0.31% | 1235 | +36,558 | 182.56% | Q1 2026 | May 04, 2026 |
| Frankly Finances, LLC | History | Added to | 56,420 | 3,615 | 3.27% | 3.23% | 1236 | +1,879 | 3.45% | Q1 2026 | Apr 29, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Added to | 152,854 | 3,606 | 1.35% | 1.26% | 1238 | +44,364 | 40.89% | Q1 2026 | May 14, 2026 |
| Aureus Asset Management, LLC | History | Added to | 56,286 | 3,606 | 0.24% | 0.16% | 1237 | +17,221 | 44.08% | Q1 2026 | May 13, 2026 |
| StoneX Group Inc. | History | Added to | 56,126 | 3,595 | 0.19% | 0.12% | 1239 | +10,285 | 22.44% | Q1 2026 | May 14, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 56,064 | 3,592 | 0.12% | 0.11% | 1240 | +1,570 | 2.88% | Q1 2026 | Apr 22, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 56,054 | 3,591 | 1.35% | 1.3% | 1241 | -1,731 | -3.0% | Q1 2026 | May 08, 2026 |
| NorthLanding Financial Partners, LLC | History | Reduced | 56,012 | 3,589 | 2.89% | 2.88% | 1242 | -1,333 | -2.32% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 55,821 | 3,577 | 0.18% | 0.17% | 1243 | +2,587 | 4.86% | Q1 2026 | Apr 23, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 55,823 | 3,577 | 0.49% | 0.48% | 1244 | -487 | -0.86% | Q1 2026 | May 14, 2026 |
| General Partner, Inc. | History | No change | 55,579 | 3,561 | 2.17% | 1.97% | 1245 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 55,463 | 3,554 | 0.13% | 0.19% | 1246 | -26,690 | -32.49% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 55,441 | 3,552 | 0.11% | 0.08% | 1248 | +12,831 | 30.11% | Q1 2026 | May 13, 2026 |
| Texas Yale Capital Corp. | History | Added to | 55,441 | 3,552 | 0.1% | 0.09% | 1247 | +5,614 | 11.27% | Q1 2026 | May 04, 2026 |
| Shepherd Street Advisors LLC | History | Added to | 55,395 | 3,549 | 3.5% | 3.05% | 1249 | +4,541 | 8.93% | Q1 2026 | Apr 21, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 55,154 | 3,534 | 0.27% | 0.29% | 1250 | -4,949 | -8.23% | Q1 2026 | Apr 24, 2026 |
| Worth Asset Management, LLC | History | Added to | 55,111 | 3,531 | 1.32% | 0.2% | 1251 | +47,535 | 627.44% | Q1 2026 | Apr 17, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | Added to | 55,118 | 3,531 | 0.51% | 0.37% | 1252 | +13,863 | 33.6% | Q1 2026 | Apr 17, 2026 |
| ETF Portfolio Partners, Inc. | History | Reduced | 54,866 | 3,515 | 0.92% | 0.91% | 1253 | -1,406 | -2.5% | Q1 2026 | May 13, 2026 |
| Carr Financial Group Corp | History | Added to | 54,832 | 3,513 | 0.93% | 0.81% | 1254 | +6,034 | 12.37% | Q1 2026 | May 12, 2026 |
| PFG Advisors | History | Reduced | 54,560 | 3,496 | 0.17% | 0.19% | 1255 | -9,176 | -14.4% | Q1 2026 | May 05, 2026 |
| BTC Capital Management, Inc. | History | Added to | 54,519 | 3,493 | 0.24% | 0.23% | 1256 | +968 | 1.81% | Q1 2026 | Apr 20, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 54,492 | 3,491 | 0.06% | 0.05% | 1257 | +2,959 | 5.74% | Q1 2026 | May 13, 2026 |
| AMG National Trust Bank | History | Added to | 54,459 | 3,489 | 0.08% | 0.06% | 1258 | +10,269 | 23.24% | Q1 2026 | May 04, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 54,309 | 3,480 | 2.76% | 2.4% | 1259 | +710 | 1.32% | Q1 2026 | Apr 13, 2026 |
| Stone Wealth Partners | History | Added to | 54,264 | 3,477 | 3.12% | 2.31% | 1260 | +12,760 | 30.74% | Q1 2026 | May 07, 2026 |
| Venture Visionary Partners LLC | History | Added to | 54,198 | 3,473 | 0.12% | 0.11% | 1261 | +1,525 | 2.9% | Q1 2026 | May 14, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 53,991 | 3,459 | 0.78% | 0.87% | 1262 | -6,670 | -11.0% | Q1 2026 | Apr 02, 2026 |
| JDM Financial Group LLC | History | Added to | 53,935 | 3,456 | 1.33% | 1.3% | 1263 | +148 | 0.28% | Q1 2026 | May 20, 2026 |
| Firestone Capital Management | History | Reduced | 53,621 | 3,436 | 0.72% | 0.75% | 1264 | -3,175 | -5.59% | Q1 2026 | May 08, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 53,507 | 3,428 | 1.23% | 1.18% | 1265 | +325 | 0.61% | Q1 2026 | Apr 14, 2026 |
| LM Advisors LLC | History | Added to | 219 | 3,425 | 0.05% | 0.06% | 1266 | +5 | 2.34% | Q1 2026 | May 13, 2026 |
| Boston Trust Walden Corp | History | Added to | 53,398 | 3,421 | 0.03% | 0.01% | 1267 | +31,550 | 144.41% | Q1 2026 | Apr 24, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 53,176 | 3,407 | 0.34% | 0.33% | 1268 | -171 | -0.32% | Q1 2026 | Apr 30, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Added to | 53,024 | 3,397 | 1.24% | 1.29% | 1269 | +552 | 1.05% | Q1 2026 | Apr 14, 2026 |
| BARCLAYS PLC | History | Added to | 52,919 | 3,391 | 0.0% | 0.0% | 1270 | +9,207 | 21.06% | Q1 2026 | May 14, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 52,846 | 3,386 | 0.36% | 0.41% | 1271 | -7,468 | -12.38% | Q1 2026 | May 11, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 52,762 | 3,380 | 0.25% | 0.23% | 1272 | +3,008 | 6.05% | Q1 2026 | May 04, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 52,690 | 3,376 | 0.21% | 0.2% | 1273 | +5,081 | 10.67% | Q1 2026 | Apr 27, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 52,559 | 3,367 | 1.29% | 1.3% | 1274 | +333 | 0.64% | Q1 2026 | Apr 21, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 53,936 | 3,366 | 0.87% | 0.98% | 1275 | -2,118 | -3.78% | Q1 2026 | May 06, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 52,208 | 3,345 | 1.74% | 1.92% | 1276 | +4,250 | 8.86% | Q1 2026 | Apr 30, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 52,097 | 3,338 | 0.01% | 0.01% | 1277 | +20,698 | 65.92% | Q1 2026 | May 08, 2026 |
| Simplicity Wealth,LLC | History | Added to | 52,063 | 3,336 | 0.19% | 0.17% | 1278 | +6,414 | 14.05% | Q1 2026 | Apr 30, 2026 |
| Bath Savings Trust Co | History | Added to | 51,938 | 3,328 | 0.36% | 0.17% | 1279 | +24,968 | 92.58% | Q1 2026 | Apr 07, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 51,930 | 3,327 | 0.47% | 0.48% | 1280 | -3,625 | -6.53% | Q1 2026 | Apr 30, 2026 |
| Prospera Capital Management, LLC | History | Added to | 51,873 | 3,324 | 1.67% | 1.63% | 1281 | +198 | 0.38% | Q1 2026 | Apr 08, 2026 |
| Covestor Ltd | History | Added to | 51,569 | 3,305 | 2.29% | 1.66% | 1282 | +845 | 1.67% | Q1 2026 | May 05, 2026 |
| Baron Wealth Management LLC | History | Added to | 51,567 | 3,304 | 0.99% | 0.99% | 1283 | +12 | 0.02% | Q1 2026 | Apr 16, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 51,236 | 3,283 | 0.4% | 0.42% | 1284 | -3,986 | -7.22% | Q1 2026 | Apr 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 51,172 | 3,279 | 0.02% | 0.02% | 1285 | -205 | -0.4% | Q1 2026 | May 14, 2026 |
| Sowell Financial Services LLC | History | Added to | 51,003 | 3,268 | 0.12% | 0.11% | 1286 | +981 | 1.96% | Q1 2026 | Apr 20, 2026 |
| Belpointe Asset Management LLC | History | Added to | 50,656 | 3,246 | 0.12% | 0.08% | 1287 | +16,127 | 46.71% | Q1 2026 | Apr 28, 2026 |
| Palatine Hill Wealth Management, LLC | History | Reduced | 50,533 | 3,238 | 2.82% | 3.09% | 1288 | -10,816 | -17.63% | Q1 2026 | May 08, 2026 |
| BancFirst Trust & Investment Management | History | Added to | 51,814 | 3,214 | 1.42% | 1.3% | 1289 | +1,676 | 3.34% | Q1 2026 | Apr 01, 2026 |
| Southland Equity Partners LLC | History | Reduced | 50,094 | 3,210 | 0.63% | 0.63% | 1290 | -911 | -1.79% | Q1 2026 | Apr 14, 2026 |
| WorthPointe, LLC | History | Added to | 50,033 | 3,206 | 0.87% | 0.29% | 1291 | +32,142 | 179.65% | Q1 2026 | May 12, 2026 |
| DGS Capital Management, LLC | History | Added to | 50,017 | 3,205 | 0.53% | 0.42% | 1292 | +10,387 | 26.21% | Q1 2026 | Apr 28, 2026 |
| Inscription Capital, LLC | History | Added to | 49,899 | 3,197 | 0.34% | 0.25% | 1293 | +10,900 | 27.95% | Q1 2026 | Apr 20, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 49,875 | 3,195 | 1.5% | 1.45% | 1294 | +3,405 | 7.33% | Q1 2026 | Apr 14, 2026 |
| Sherman Wealth Management LLC | History | Added to | 49,581 | 3,177 | 2.73% | 2.61% | 1295 | +1,485 | 3.09% | Q1 2026 | Apr 13, 2026 |
| WealthNavi Inc. | History | Reduced | 49,481,329 | 3,170 | 27.48% | 27.34% | 1296 | -57,544 | -0.12% | Q1 2026 | Apr 21, 2026 |
| LGL PARTNERS, LLC | History | Added to | 49,301 | 3,159 | 1.3% | 1.3% | 1297 | +475 | 0.97% | Q1 2026 | May 14, 2026 |
| Mendel Capital Management LLC | History | New | 49,254 | 3,156 | 1.59% | — | 1298 | +49,254 | New | Q1 2026 | Apr 21, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 49,156 | 3,149 | 0.17% | 0.17% | 1299 | +364 | 0.75% | Q1 2026 | May 06, 2026 |
| GREENLEAF TRUST | History | Added to | 48,956 | 3,137 | 0.03% | 0.03% | 1300 | +4,415 | 9.91% | Q1 2026 | Apr 27, 2026 |
| GUIDANCE CAPITAL, INC | History | Reduced | 45,475 | 3,136 | 0.7% | 0.74% | 1301 | -774 | -1.67% | Q1 2026 | May 08, 2026 |
| Performance Wealth Partners, LLC | History | Added to | 48,862 | 3,131 | 0.09% | 0.02% | 1302 | +34,779 | 246.96% | Q1 2026 | Apr 10, 2026 |
| Lynx Investment Advisory | History | Added to | 48,787 | 3,126 | 1.49% | 1.25% | 1303 | +12,163 | 33.21% | Q1 2026 | Apr 24, 2026 |
| BAYBAN | History | Reduced | 48,529 | 3,109 | 2.7% | 2.7% | 1304 | -292 | -0.6% | Q1 2026 | Apr 24, 2026 |
| Riverview Trust Co | History | No change | 48,354 | 3,098 | 3.82% | 3.64% | 1305 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Capital International Investors | History | Reduced | 49,700 | 3,084 | 0.0% | 0.0% | 1306 | -107,929 | -68.47% | Q1 2026 | May 13, 2026 |
| Montecito Bank & Trust | History | Reduced | 48,032 | 3,077 | 0.51% | 0.55% | 1307 | -7,256 | -13.12% | Q1 2026 | Apr 16, 2026 |
| Global Endowment Management, LP | History | No change | 48,000 | 3,076 | 0.34% | 0.37% | 1308 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 47,792 | 3,062 | 0.99% | 1.0% | 1309 | -307 | -0.64% | Q1 2026 | May 01, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 47,647 | 3,053 | 0.17% | 0.11% | 1310 | +12,018 | 33.73% | Q1 2026 | May 12, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 47,577 | 3,048 | 0.35% | 0.34% | 1311 | +1,445 | 3.13% | Q1 2026 | Apr 15, 2026 |
| Andrews Advisory Associates, LLC | History | Reduced | 47,408 | 3,037 | 1.6% | 2.28% | 1312 | -21,129 | -30.83% | Q1 2026 | May 14, 2026 |
| Forefront Analytics, LLC | History | Reduced | 47,307 | 3,031 | 2.76% | 6.79% | 1313 | -75,901 | -61.6% | Q1 2026 | May 13, 2026 |
| Jefferson Bridge Capital, LLC | History | Added to | 47,262 | 3,028 | 3.01% | 2.92% | 1314 | +887 | 1.91% | Q1 2026 | May 07, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 47,044 | 3,014 | 0.38% | 0.33% | 1315 | +3,875 | 8.98% | Q1 2026 | Apr 08, 2026 |
| DB Fitzpatrick & Co, Inc | History | Added to | 47,000 | 3,011 | 2.58% | 2.42% | 1316 | +3,365 | 7.71% | Q1 2026 | Apr 27, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 46,961 | 3,009 | 0.88% | 0.85% | 1317 | +1,387 | 3.04% | Q1 2026 | Apr 30, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | Added to | 46,701 | 2,992 | 0.78% | 0.64% | 1318 | +7,445 | 18.97% | Q1 2026 | May 05, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 46,670 | 2,990 | 1.0% | 0.93% | 1319 | +4,051 | 9.51% | Q1 2026 | May 11, 2026 |
| Arbor Wealth Advisors LLC | History | Added to | 46,636 | 2,988 | 2.1% | 2.06% | 1320 | +320 | 0.69% | Q1 2026 | Apr 22, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 46,112 | 2,984 | 0.05% | 0.05% | 1321 | +3,265 | 7.62% | Q1 2026 | May 15, 2026 |
| Clarion Wealth Managment Partners, LLC | History | Reduced | 46,438 | 2,975 | 2.7% | 2.91% | 1322 | -3,980 | -7.89% | Q1 2026 | May 08, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 46,421 | 2,974 | 0.28% | 0.28% | 1323 | +146 | 0.32% | Q1 2026 | Apr 13, 2026 |
| Summit Asset Management, LLC | History | New | 46,371 | 2,971 | 0.41% | — | 1325 | +46,371 | New | Q1 2026 | May 08, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | Added to | 46,366 | 2,971 | 0.43% | 0.35% | 1324 | +5,225 | 12.7% | Q1 2026 | May 15, 2026 |
| Indivisible Partners | History | Added to | 46,473 | 2,964 | 0.26% | 0.29% | 1326 | +3,483 | 8.1% | Q1 2026 | Apr 30, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 46,184 | 2,959 | 0.32% | 0.31% | 1327 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 46,159 | 2,957 | 0.08% | 0.08% | 1328 | +916 | 2.02% | Q1 2026 | May 04, 2026 |
| Trek Financial, LLC | History | Reduced | 46,021 | 2,948 | 0.16% | 0.17% | 1329 | -790 | -1.69% | Q1 2026 | May 13, 2026 |
| Cogent Private Wealth, Inc. | History | Added to | 45,974 | 2,945 | 2.13% | 1.77% | 1330 | +8,775 | 23.59% | Q1 2026 | Apr 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 45,943 | 2,944 | 0.14% | 0.11% | 1331 | +8,393 | 22.35% | Q1 2026 | May 18, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 45,874 | 2,939 | 0.92% | 0.87% | 1332 | -340 | -0.74% | Q1 2026 | Apr 17, 2026 |
| PEOPLES BANK /OH | History | Reduced | 45,708 | 2,928 | 1.8% | 2.11% | 1333 | -8,739 | -16.05% | Q1 2026 | Apr 24, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 45,525 | 2,917 | 0.7% | 0.57% | 1334 | +10,854 | 31.31% | Q1 2026 | Apr 24, 2026 |
| Midwestern Financial, LLC /IA | History | Reduced | 45,407 | 2,909 | 2.29% | 2.88% | 1335 | -10,322 | -18.52% | Q1 2026 | May 05, 2026 |
| SHP Wealth Management | History | Added to | 45,364 | 2,907 | 0.22% | 0.21% | 1336 | +2,561 | 5.98% | Q1 2026 | May 08, 2026 |
| MAIRS & POWER INC | History | Added to | 45,237 | 2,898 | 0.03% | 0.0% | 1337 | +40,108 | 781.98% | Q1 2026 | May 13, 2026 |
| KLCM Advisors, Inc. | History | Reduced | 45,232 | 2,898 | 0.24% | 0.24% | 1338 | -349 | -0.77% | Q1 2026 | Apr 30, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 45,176 | 2,894 | 1.71% | 1.67% | 1340 | +1,190 | 2.71% | Q1 2026 | Apr 16, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 45,170 | 2,894 | 0.24% | 0.24% | 1339 | -653 | -1.43% | Q1 2026 | May 06, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 45,124 | 2,891 | 0.0% | 0.0% | 1341 | -31,151 | -40.84% | Q1 2026 | May 06, 2026 |
| S.A. Mason LLC | History | Added to | 45,075 | 2,888 | 1.08% | 0.63% | 1342 | +19,506 | 76.29% | Q1 2026 | Apr 27, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Reduced | 45,026 | 2,885 | 1.87% | 2.38% | 1344 | -15,332 | -25.4% | Q1 2026 | Apr 20, 2026 |
| RCW Management, LLC | History | Added to | 45,026 | 2,885 | 2.96% | 2.23% | 1343 | +9,688 | 27.42% | Q1 2026 | Apr 15, 2026 |
| Note Advisors, LLC | History | Reduced | 44,890 | 2,876 | 1.44% | 1.5% | 1345 | -11 | -0.02% | Q1 2026 | May 15, 2026 |
| C2C Wealth Management, LLC | History | Reduced | 44,861 | 2,874 | 2.43% | 2.36% | 1346 | -30 | -0.07% | Q1 2026 | Apr 20, 2026 |
| Bison Wealth, LLC | History | Reduced | 40,617 | 2,868 | 0.28% | 0.29% | 1347 | -1,311 | -3.13% | Q1 2026 | May 15, 2026 |
| FULTON BANK, N.A. | History | Added to | 44,720 | 2,865 | 0.1% | 0.09% | 1348 | +1,317 | 3.03% | Q1 2026 | Apr 24, 2026 |
| TICINO WEALTH | History | Reduced | 40,856 | 2,850 | 0.99% | 0.99% | 1349 | -1,921 | -4.49% | Q1 2026 | Apr 22, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 44,451 | 2,848 | 0.42% | 0.42% | 1350 | -1,716 | -3.72% | Q1 2026 | Apr 09, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 44,393 | 2,844 | 2.74% | 2.61% | 1351 | +2,283 | 5.42% | Q1 2026 | May 05, 2026 |
| Orcam Financial Group | History | Added to | 44,272 | 2,836 | 2.01% | 1.93% | 1352 | +3,137 | 7.63% | Q1 2026 | May 12, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 44,004 | 2,819 | 1.76% | 0.34% | 1353 | -942 | -2.1% | Q1 2026 | May 01, 2026 |
| Archer Investment Corp | History | Reduced | 43,708 | 2,800 | 0.6% | 0.79% | 1354 | -12,026 | -21.58% | Q1 2026 | May 04, 2026 |
| Benchmark Financial, LLC | History | Added to | 43,584 | 2,792 | 2.51% | 2.49% | 1355 | +3,511 | 8.76% | Q1 2026 | Apr 21, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 42,772 | 2,784 | 1.41% | 1.52% | 1356 | -405 | -0.94% | Q1 2026 | Apr 08, 2026 |
| Strategic Financial Concepts, LLC | History | New | 42,878 | 2,776 | 0.68% | — | 1357 | +42,878 | New | Q1 2026 | May 12, 2026 |
| SPINNAKER TRUST | History | Reduced | 43,206 | 2,768 | 0.15% | 0.15% | 1358 | -2,950 | -6.39% | Q1 2026 | Apr 23, 2026 |
| May Hill Capital, LLC | History | Reduced | 43,206 | 2,768 | 0.7% | 0.74% | 1359 | -846 | -1.92% | Q1 2026 | May 06, 2026 |
| HORAN Wealth, LLC | History | Added to | 43,968 | 2,765 | 0.26% | 0.21% | 1360 | +21,984 | 100.0% | Q1 2026 | May 08, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 42,958 | 2,752 | 0.0% | 0.0% | 1361 | -2,255 | -4.99% | Q1 2026 | May 14, 2026 |
| Planning Project LLC | History | No change | 44,038 | 2,751 | 0.69% | 0.69% | 1362 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GS Investments, Inc. | History | No change | 42,900 | 2,749 | 1.57% | 1.46% | 1363 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Clear Retirement Advice LLC | History | Reduced | 42,683 | 2,735 | 2.15% | 2.23% | 1364 | -273 | -0.64% | Q1 2026 | Apr 28, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 43,581 | 2,722 | 0.92% | 0.92% | 1365 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| VestGen Investment Management | History | Reduced | 42,410 | 2,717 | 1.5% | 1.56% | 1366 | -2,773 | -6.14% | Q1 2026 | May 12, 2026 |
| Canal Capital Management, LLC | History | Reduced | 42,271 | 2,708 | 0.37% | 0.43% | 1367 | -5,798 | -12.06% | Q1 2026 | Apr 27, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 41,745 | 2,675 | 0.35% | 0.27% | 1368 | +12,466 | 42.58% | Q1 2026 | Apr 28, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 41,708 | 2,672 | 0.27% | 0.25% | 1369 | +4,748 | 12.85% | Q1 2026 | May 06, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 42,489 | 2,654 | 0.21% | 0.21% | 1370 | +826 | 1.98% | Q1 2026 | Apr 15, 2026 |
| Greystone Financial Group, LLC | History | Reduced | 41,375 | 2,651 | 0.75% | 0.61% | 1371 | -21,553 | -34.25% | Q1 2026 | Apr 24, 2026 |
| BAHL & GAYNOR INC | History | Reduced | 41,362 | 2,650 | 0.01% | 0.01% | 1372 | -451 | -1.08% | Q1 2026 | May 07, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 41,103 | 2,633 | 0.28% | 0.25% | 1373 | +2,429 | 6.28% | Q1 2026 | Apr 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 41,059 | 2,631 | 0.0% | 0.0% | 1374 | +1,932 | 4.94% | Q1 2026 | May 13, 2026 |
| Rothschild Capital Partners, LLC | History | Added to | 40,976 | 2,625 | 0.64% | 0.57% | 1375 | +2,179 | 5.62% | Q1 2026 | May 15, 2026 |
| M3 Advisory Group, LLC | History | Added to | 40,819 | 2,615 | 1.61% | 1.55% | 1376 | +43 | 0.11% | Q1 2026 | Apr 22, 2026 |
| Hurley Capital, LLC | History | Added to | 40,805 | 2,614 | 1.4% | 1.21% | 1377 | +6,075 | 17.49% | Q1 2026 | May 06, 2026 |
| IFC Advisors LLC | History | Added to | 40,800 | 2,614 | 0.37% | 0.35% | 1378 | +2,600 | 6.81% | Q1 2026 | May 04, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 40,804 | 2,614 | 1.71% | 1.71% | 1379 | +1,175 | 2.97% | Q1 2026 | Apr 23, 2026 |
| Falcon Wealth Planning | History | Reduced | 40,720 | 2,609 | 0.18% | 0.23% | 1381 | -2,650 | -6.11% | Q1 2026 | Apr 20, 2026 |
| Asset Dedication, LLC | History | No change | 41,767 | 2,609 | 0.17% | 0.17% | 1380 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Creegan & Nassoura Financial Group, LLC | History | No change | 41,753 | 2,608 | 1.69% | 1.69% | 1382 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 40,613 | 2,602 | 1.36% | 1.38% | 1383 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Sequent Planning LLC | History | Added to | 40,580 | 2,600 | 0.63% | 0.42% | 1384 | +14,164 | 53.62% | Q1 2026 | Apr 21, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 40,503 | 2,595 | 0.61% | 0.34% | 1386 | +23,313 | 135.62% | Q1 2026 | May 15, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | Added to | 40,509 | 2,595 | 1.53% | 1.39% | 1385 | +5,746 | 16.53% | Q1 2026 | May 15, 2026 |
| First National Advisers, LLC | History | Added to | 40,474 | 2,593 | 0.38% | 0.31% | 1387 | +4,074 | 11.19% | Q1 2026 | May 08, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 40,347 | 2,585 | 0.4% | 0.43% | 1388 | -2,190 | -5.15% | Q1 2026 | May 01, 2026 |
| Capital Advisor Network LLC | History | New | 40,256 | 2,579 | 3.03% | — | 1390 | +40,256 | New | Q1 2026 | May 13, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | New | 40,249 | 2,579 | 0.64% | — | 1389 | +40,249 | New | Q1 2026 | Apr 29, 2026 |
| Bangor Savings Bank | History | Added to | 40,105 | 2,569 | 0.21% | 0.2% | 1391 | +609 | 1.54% | Q1 2026 | Apr 01, 2026 |
| Sellwood Investment Partners LLC | History | New | 39,888 | 2,556 | 1.01% | — | 1392 | +39,888 | New | Q1 2026 | Apr 23, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 39,776 | 2,548 | 0.28% | 0.27% | 1393 | +1,599 | 4.19% | Q1 2026 | May 11, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 39,699 | 2,544 | 0.18% | 0.17% | 1394 | -851 | -2.1% | Q1 2026 | Apr 28, 2026 |
| Solstein Capital, LLC | History | Added to | 39,695 | 2,543 | 1.04% | 0.99% | 1395 | +69 | 0.17% | Q1 2026 | May 14, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 39,675 | 2,542 | 0.37% | 0.34% | 1396 | +153 | 0.39% | Q1 2026 | May 07, 2026 |
| LongView Wealth Management | History | Added to | 36,724 | 2,529 | 0.64% | 0.57% | 1397 | +366 | 1.01% | Q1 2026 | Apr 15, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 39,411 | 2,525 | 0.83% | 0.96% | 1398 | +8,665 | 28.18% | Q1 2026 | Apr 20, 2026 |
| Family CFO Inc | History | Added to | 39,159 | 2,509 | 1.12% | 1.08% | 1399 | +348 | 0.9% | Q1 2026 | Apr 28, 2026 |
| Sherry Group, Inc. | History | Added to | 39,164 | 2,509 | 2.74% | 2.57% | 1400 | +49 | 0.13% | Q1 2026 | May 05, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 39,125 | 2,507 | 0.11% | 0.09% | 1401 | +4,203 | 12.04% | Q1 2026 | May 06, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 38,982 | 2,497 | 0.66% | 0.66% | 1403 | -628 | -1.59% | Q1 2026 | Apr 23, 2026 |
| Clientfirst Wealth Management, LLC | History | Added to | 38,974 | 2,497 | 2.11% | 1.93% | 1402 | +500 | 1.3% | Q1 2026 | May 01, 2026 |
| Allen Capital Group, LLC | History | No change | 39,918 | 2,493 | 0.23% | 0.23% | 1404 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Synergy Asset Management, LLC | History | Added to | 38,903 | 2,492 | 0.26% | 0.23% | 1405 | +3,979 | 11.39% | Q1 2026 | May 13, 2026 |
| Adirondack Capital Advisors, LLC | History | Added to | 38,820 | 2,487 | 1.6% | 1.58% | 1406 | +1,178 | 3.13% | Q1 2026 | Apr 09, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 38,788 | 2,485 | 0.13% | 0.13% | 1407 | +56 | 0.14% | Q1 2026 | Apr 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 38,724 | 2,481 | 0.03% | 0.03% | 1408 | -5,599 | -12.63% | Q1 2026 | Apr 20, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 38,661 | 2,477 | 0.03% | 0.03% | 1409 | -11,033 | -22.2% | Q1 2026 | May 05, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | No change | 38,461 | 2,464 | 1.14% | 1.14% | 1410 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 38,375 | 2,459 | 0.65% | 0.65% | 1411 | -1,661 | -4.15% | Q1 2026 | Apr 10, 2026 |
| DAVIDSON TRUST CO | History | Reduced | 38,328 | 2,456 | 1.06% | 1.0% | 1412 | -58 | -0.15% | Q1 2026 | Apr 20, 2026 |
| Kennebec Savings Bank | History | Reduced | 38,198 | 2,447 | 2.2% | 2.09% | 1413 | -467 | -1.21% | Q1 2026 | Apr 17, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 38,173 | 2,446 | 0.7% | 0.53% | 1414 | +8,636 | 29.24% | Q1 2026 | May 14, 2026 |
| MCF Advisors LLC | History | Added to | 38,161 | 2,445 | 0.11% | 0.13% | 1415 | +1,890 | 5.21% | Q1 2026 | May 11, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 38,153 | 2,444 | 1.97% | 1.25% | 1416 | +12,572 | 49.15% | Q1 2026 | May 15, 2026 |
| Connecticut Capital Management Group, LLC | History | Reduced | 37,895 | 2,428 | 2.29% | 2.41% | 1417 | -2,448 | -6.07% | Q1 2026 | Apr 10, 2026 |
| Sharp Wealth Advisory, LLC | History | Added to | 37,804 | 2,422 | 1.2% | 1.11% | 1418 | +2,441 | 6.9% | Q1 2026 | Apr 27, 2026 |
| Downshift Financial, LLC | History | Added to | 35,788 | 2,421 | 1.25% | 0.88% | 1419 | +14,151 | 65.4% | Q1 2026 | Apr 29, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 37,720 | 2,417 | 1.54% | 1.45% | 1420 | +3,417 | 9.96% | Q1 2026 | Apr 27, 2026 |
| Generations Wealth, LLC | History | Added to | 37,622 | 2,410 | 2.34% | 2.08% | 1421 | +5,018 | 15.39% | Q1 2026 | May 05, 2026 |
| Legacy Wealth Advisors, LLC | History | Added to | 37,590 | 2,408 | 1.23% | 0.76% | 1422 | +19,091 | 103.2% | Q1 2026 | May 06, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 37,477 | 2,401 | 0.23% | 0.23% | 1423 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 37,424 | 2,398 | 0.11% | 0.11% | 1424 | -603 | -1.59% | Q1 2026 | Apr 28, 2026 |
| TruNorth Capital Management, LLC | History | Added to | 37,345 | 2,393 | 0.46% | 0.24% | 1425 | +17,206 | 85.44% | Q1 2026 | Apr 22, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 37,269 | 2,388 | 0.25% | 0.21% | 1426 | +4,997 | 15.48% | Q1 2026 | May 13, 2026 |
| United Community Bank | History | Added to | 37,216 | 2,384 | 0.79% | 0.85% | 1427 | +1,100 | 3.05% | Q1 2026 | Apr 24, 2026 |
| Atlas Legacy Advisors, LLC | History | Reduced | 37,196 | 2,383 | 0.43% | 0.41% | 1428 | -46 | -0.12% | Q1 2026 | May 11, 2026 |
| Mechanics Bank Trust Department | History | Added to | 37,001 | 2,371 | 0.33% | 0.17% | 1429 | +16,774 | 82.93% | Q1 2026 | Apr 09, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 36,941 | 2,367 | 0.34% | 0.35% | 1430 | -1,886 | -4.86% | Q1 2026 | May 13, 2026 |
| Sage Capital Advisors,llc | History | Reduced | 36,737 | 2,354 | 0.55% | 0.55% | 1431 | -412 | -1.11% | Q1 2026 | Apr 07, 2026 |
| William Howard & Co Financial Advisors Inc | History | Added to | 36,725 | 2,353 | 2.03% | 1.86% | 1432 | +1,409 | 3.99% | Q1 2026 | Apr 30, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 36,268 | 2,324 | 0.33% | 0.33% | 1433 | +1 | 0.0% | Q1 2026 | May 11, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | No change | 36,067 | 2,311 | 1.18% | 1.13% | 1434 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 35,988 | 2,306 | 0.3% | 0.3% | 1435 | +606 | 1.71% | Q1 2026 | Apr 27, 2026 |
| Tailwinds Wealth, LLC | History | Reduced | 35,884 | 2,299 | 5.64% | 4.88% | 1436 | -36,598 | -50.49% | Q1 2026 | May 01, 2026 |
| Bell Bank | History | Reduced | 35,847 | 2,297 | 0.1% | 0.1% | 1437 | -158 | -0.44% | Q1 2026 | Apr 23, 2026 |
| Legacy Bridge, LLC | History | Added to | 35,796 | 2,293 | 0.87% | 0.85% | 1438 | +2,167 | 6.44% | Q1 2026 | May 14, 2026 |
| JMN Financial LLC | History | Reduced | 35,682 | 2,286 | 2.25% | 2.28% | 1439 | -867 | -2.37% | Q1 2026 | May 15, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 35,365 | 2,285 | 0.28% | 0.1% | 1440 | +22,567 | 176.33% | Q1 2026 | Apr 07, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 35,656 | 2,284 | 0.02% | 0.02% | 1441 | +5,418 | 17.92% | Q1 2026 | May 14, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 35,510 | 2,275 | 0.08% | 0.08% | 1442 | -2,949 | -7.67% | Q1 2026 | May 06, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 35,489 | 2,274 | 0.61% | 0.76% | 1443 | +3,711 | 11.68% | Q1 2026 | Apr 29, 2026 |
| WINCAP FINANCIAL LLC | History | Reduced | 35,440 | 2,271 | 1.51% | 1.97% | 1444 | -10,581 | -22.99% | Q1 2026 | Apr 09, 2026 |
| BBR PARTNERS, LLC | History | Reduced | 35,399 | 2,268 | 0.13% | 0.12% | 1445 | -1,658 | -4.47% | Q1 2026 | May 12, 2026 |
| Cynosure Group, LLC | History | Added to | 35,397 | 2,268 | 0.28% | 0.22% | 1446 | +34 | 0.1% | Q1 2026 | May 13, 2026 |
| Dakota Wealth Management | History | Added to | 35,268 | 2,259 | 0.05% | 0.04% | 1447 | +403 | 1.16% | Q1 2026 | May 07, 2026 |
| WASHINGTON TRUST Co | History | No change | 35,210 | 2,256 | 0.08% | 0.07% | 1448 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 34,807 | 2,230 | 0.07% | 0.06% | 1449 | +7,591 | 27.89% | Q1 2026 | May 15, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 34,745 | 2,226 | 0.27% | 0.29% | 1450 | -2,565 | -6.87% | Q1 2026 | Apr 27, 2026 |
| Parsonex Advisory Services, Inc. | History | Reduced | 34,588 | 2,216 | 2.17% | 1.54% | 1451 | -4,115 | -10.63% | Q1 2026 | May 12, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 34,551 | 2,214 | 0.88% | 4.05% | 1452 | -140,683 | -80.28% | Q1 2026 | Apr 17, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 34,533 | 2,212 | 0.45% | 0.44% | 1453 | -1,278 | -3.57% | Q1 2026 | Apr 15, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 34,499 | 2,210 | 0.03% | 0.03% | 1454 | +1,648 | 5.02% | Q1 2026 | Apr 17, 2026 |
| Kropog Financial Group, LLC | History | New | 34,479 | 2,209 | 1.79% | — | 1455 | +34,479 | New | Q1 2026 | Apr 24, 2026 |
| Global Financial Private Client, LLC | History | Added to | 34,400 | 2,204 | 0.72% | 0.71% | 1456 | +2,074 | 6.42% | Q1 2026 | Apr 20, 2026 |
| Financial Planning Hawaii, Inc. | History | Added to | 34,313 | 2,198 | 1.3% | 1.09% | 1457 | +3,894 | 12.8% | Q1 2026 | Apr 21, 2026 |
| CMH Wealth Management LLC | History | New | 34,300 | 2,197 | 0.38% | — | 1458 | +34,300 | New | Q1 2026 | Apr 13, 2026 |
| Eagle Bluffs Wealth Management LLC | History | Reduced | 34,275 | 2,196 | 0.86% | 0.87% | 1459 | -84 | -0.24% | Q1 2026 | Apr 24, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 34,210 | 2,192 | 0.02% | 0.01% | 1460 | +95 | 0.28% | Q1 2026 | May 07, 2026 |
| GeoWealth Management, LLC | History | Added to | 33,990 | 2,178 | 0.08% | 0.08% | 1461 | +34 | 0.1% | Q1 2026 | May 13, 2026 |
| Eagle Bay Advisors LLC | History | Reduced | 33,914 | 2,173 | 1.92% | 9.39% | 1462 | -171,995 | -83.53% | Q1 2026 | Apr 24, 2026 |
| Platform Technology Partners | History | Added to | 33,708 | 2,160 | 0.42% | 0.43% | 1463 | +1,338 | 4.13% | Q1 2026 | Apr 27, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 33,666 | 2,157 | 0.05% | 0.06% | 1464 | -1,353 | -3.86% | Q1 2026 | Apr 15, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 30,872 | 2,154 | 0.77% | 0.84% | 1465 | -907 | -2.85% | Q1 2026 | May 08, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 33,569 | 2,151 | 0.77% | — | 1466 | +33,569 | New | Q1 2026 | May 13, 2026 |
| INSIGHT 2811, INC. | History | Added to | 33,565 | 2,150 | 0.9% | 0.9% | 1467 | +909 | 2.78% | Q1 2026 | May 07, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | Added to | 33,504 | 2,146 | 1.15% | 1.1% | 1468 | +107 | 0.32% | Q1 2026 | Apr 27, 2026 |
| HCR Wealth Advisors | History | Reduced | 33,374 | 2,138 | 0.22% | 0.22% | 1469 | -2,723 | -7.54% | Q1 2026 | Apr 21, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 33,357 | 2,137 | 0.86% | 0.81% | 1470 | +146 | 0.44% | Q1 2026 | Apr 23, 2026 |
| Summa Corp. | History | New | 33,181 | 2,126 | 0.88% | — | 1471 | +33,181 | New | Q1 2026 | Apr 30, 2026 |
| Fermata Advisors, LLC | History | Added to | 32,928 | 2,110 | 0.48% | 0.49% | 1472 | +165 | 0.5% | Q1 2026 | Apr 08, 2026 |
| MASECO LLP | History | Reduced | 32,940 | 2,110 | 0.07% | 0.09% | 1473 | -130 | -0.39% | Q1 2026 | Apr 21, 2026 |
| Hardy Reed LLC | History | Reduced | 32,882 | 2,107 | 0.15% | 0.15% | 1474 | -1,788 | -5.16% | Q1 2026 | Apr 28, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 32,820 | 2,103 | 1.23% | 1.16% | 1475 | +49 | 0.15% | Q1 2026 | May 14, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Reduced | 32,754 | 2,098 | 0.2% | 1.28% | 1476 | -218,720 | -86.98% | Q1 2026 | May 15, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 32,733 | 2,097 | 1.09% | 0.97% | 1477 | -3,451 | -9.54% | Q1 2026 | Apr 21, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 32,713 | 2,096 | 0.04% | 0.03% | 1478 | +2,100 | 6.86% | Q1 2026 | May 11, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Added to | 32,095 | 2,090 | 1.22% | 1.19% | 1479 | +366 | 1.15% | Q1 2026 | Apr 08, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 32,501 | 2,082 | 0.08% | 0.06% | 1480 | +2,040 | 6.7% | Q1 2026 | Apr 21, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 33,214 | 2,074 | 0.57% | 0.57% | 1481 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Maridea Wealth Management LLC | History | Added to | 32,360 | 2,073 | 0.3% | 0.28% | 1482 | +1,992 | 6.56% | Q1 2026 | Apr 21, 2026 |
| Krilogy Financial LLC | History | Added to | 30,119 | 2,067 | 0.07% | 0.06% | 1483 | +4,535 | 17.73% | Q1 2026 | Apr 17, 2026 |
| Charis Legacy Partners, LLC | History | Reduced | 32,210 | 2,064 | 3.02% | 3.13% | 1484 | -1,743 | -5.13% | Q1 2026 | Apr 07, 2026 |
| GTS SECURITIES LLC | History | New | 32,196 | 2,063 | 0.07% | — | 1485 | +32,196 | New | Q1 2026 | May 14, 2026 |
| Heirloom Wealth Management | History | New | 32,162 | 2,060 | 0.37% | — | 1486 | +32,162 | New | Q1 2026 | Apr 14, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 39,846 | 2,059 | 0.65% | 1.3% | 1487 | -72,355 | -64.49% | Q1 2026 | Apr 23, 2026 |
| Edge Financial Advisors LLC | History | No change | 32,890 | 2,054 | 0.86% | 0.86% | 1488 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Left Brain Wealth Management, LLC | History | New | 32,032 | 2,052 | 0.81% | — | 1489 | +32,032 | New | Q1 2026 | Apr 30, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 31,917 | 2,045 | 0.03% | 0.03% | 1490 | +6,131 | 23.78% | Q1 2026 | May 05, 2026 |
| GAMMA Investing LLC | History | Added to | 31,923 | 2,045 | 0.1% | 0.1% | 1491 | +395 | 1.25% | Q1 2026 | Apr 06, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 31,908 | 2,044 | 0.25% | 0.27% | 1492 | -1,972 | -5.82% | Q1 2026 | Apr 27, 2026 |
| Crewe Advisors LLC | History | Added to | 31,766 | 2,035 | 0.17% | 0.17% | 1493 | +919 | 2.98% | Q1 2026 | May 07, 2026 |
| CAPITAL CITY TRUST CO/FL | History | Reduced | 31,722 | 2,032 | 0.46% | 0.44% | 1494 | -135 | -0.42% | Q1 2026 | May 01, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Added to | 29,570 | 2,029 | 0.56% | 0.55% | 1495 | +130 | 0.44% | Q1 2026 | Apr 17, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 31,464 | 2,016 | 0.12% | 0.1% | 1496 | +4,160 | 15.24% | Q1 2026 | Apr 30, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 31,243 | 2,002 | 0.26% | 0.25% | 1497 | -128 | -0.41% | Q1 2026 | Apr 27, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 31,139 | 1,995 | 0.51% | 0.23% | 1498 | +16,870 | 118.23% | Q1 2026 | Apr 17, 2026 |
| Heritage Investment Group, Inc. | History | Reduced | 31,116 | 1,993 | 0.3% | 0.3% | 1499 | -415 | -1.32% | Q1 2026 | May 01, 2026 |
| Aries Wealth Management | History | No change | 31,000 | 1,986 | 0.44% | 0.43% | 1500 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 30,950 | 1,983 | 1.39% | 1.33% | 1501 | +1,014 | 3.39% | Q1 2026 | May 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 30,876 | 1,978 | 0.08% | — | 1502 | +30,876 | New | Q1 2026 | May 14, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 30,757 | 1,970 | 0.26% | 0.24% | 1503 | +1,954 | 6.78% | Q1 2026 | May 04, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | Reduced | 30,648 | 1,963 | 0.93% | 0.89% | 1504 | -62 | -0.2% | Q1 2026 | Apr 20, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 30,618 | 1,962 | 0.17% | 0.18% | 1506 | -1,226 | -3.85% | Q1 2026 | Apr 09, 2026 |
| Lutz Financial Services LLC | History | Reduced | 30,620 | 1,962 | 0.13% | 0.13% | 1505 | -178 | -0.58% | Q1 2026 | May 04, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 30,556 | 1,958 | 0.11% | 0.08% | 1507 | +10,462 | 52.07% | Q1 2026 | May 11, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 30,499 | 1,954 | 0.27% | 0.27% | 1508 | -609 | -1.96% | Q1 2026 | Apr 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 30,422 | 1,949 | 0.06% | 0.08% | 1509 | -7,623 | -20.04% | Q1 2026 | May 15, 2026 |
| Five Oceans Advisors | History | Reduced | 30,419 | 1,949 | 0.71% | 0.68% | 1510 | -334 | -1.09% | Q1 2026 | Apr 07, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 30,368 | 1,945 | 0.47% | 0.27% | 1511 | +11,189 | 58.34% | Q1 2026 | Apr 17, 2026 |
| PECAUT & CO. | History | Added to | 30,267 | 1,939 | 0.63% | 0.45% | 1512 | +7,979 | 35.8% | Q1 2026 | May 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 30,258 | 1,938 | 0.0% | 0.01% | 1513 | -21,347 | -41.37% | Q1 2026 | May 15, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 30,082 | 1,927 | 0.17% | — | 1514 | +30,082 | New | Q1 2026 | Apr 08, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Added to | 30,039 | 1,924 | 1.28% | 0.9% | 1515 | +8,202 | 37.56% | Q1 2026 | May 18, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 30,026 | 1,924 | 0.9% | 0.89% | 1516 | -402 | -1.32% | Q1 2026 | Apr 15, 2026 |
| J. Safra Sarasin Holding AG | History | New | 30,000 | 1,922 | 0.03% | — | 1517 | +30,000 | New | Q1 2026 | May 04, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 29,849 | 1,912 | 0.92% | 0.63% | 1518 | +8,367 | 38.95% | Q1 2026 | Apr 15, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 29,797 | 1,909 | 0.24% | 0.28% | 1519 | -3,662 | -10.94% | Q1 2026 | Apr 21, 2026 |
| Topor & Co. Korea | History | Added to | 29,771 | 1,907 | 1.61% | 1.14% | 1520 | +5,505 | 22.69% | Q1 2026 | Apr 27, 2026 |
| Breakwater Capital Group | History | Reduced | 29,711 | 1,903 | 0.25% | 0.26% | 1521 | -147 | -0.49% | Q1 2026 | Apr 20, 2026 |
| NOVEM GROUP | History | Added to | 29,616 | 1,897 | 0.22% | 0.19% | 1522 | +2,517 | 9.29% | Q1 2026 | Apr 10, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 29,508 | 1,890 | 0.12% | 0.59% | 1523 | -167,550 | -85.03% | Q1 2026 | Apr 28, 2026 |
| Spire Wealth Management | History | Added to | 29,495 | 1,890 | 0.06% | 0.06% | 1524 | +2,301 | 8.46% | Q1 2026 | Apr 22, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 29,467 | 1,888 | 1.31% | 1.06% | 1525 | +11,244 | 61.7% | Q1 2026 | Apr 22, 2026 |
| STATE STREET CORP | History | Reduced | 29,438 | 1,886 | 0.0% | 0.0% | 1526 | -3,107 | -9.55% | Q1 2026 | May 15, 2026 |
| J.E. Simmons & Co., P.C. | History | Reduced | 29,351 | 1,880 | 1.26% | 1.2% | 1527 | -401 | -1.35% | Q1 2026 | Apr 21, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Added to | 29,328 | 1,879 | 0.33% | 0.37% | 1528 | +2,069 | 7.59% | Q1 2026 | Apr 28, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 29,252 | 1,874 | 0.35% | 0.38% | 1529 | -557 | -1.87% | Q1 2026 | Apr 13, 2026 |
| Parcion Private Wealth LLC | History | Added to | 29,213 | 1,871 | 0.12% | 0.03% | 1530 | +21,622 | 284.84% | Q1 2026 | Apr 22, 2026 |
| Destination Wealth Management | History | Added to | 29,110 | 1,865 | 0.05% | 0.05% | 1531 | +595 | 2.09% | Q1 2026 | May 15, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 29,868 | 1,865 | 0.56% | 0.56% | 1532 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 29,047 | 1,861 | 0.57% | 0.76% | 1533 | -7,053 | -19.54% | Q1 2026 | May 05, 2026 |
| Redwood Wealth Management Group, LLC | History | Reduced | 28,896 | 1,851 | 0.8% | 0.76% | 1534 | -318 | -1.09% | Q1 2026 | Apr 24, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 28,844 | 1,848 | 0.55% | 0.56% | 1535 | -718 | -2.43% | Q1 2026 | May 06, 2026 |
| CX Institutional | History | Reduced | 28,761 | 1,843 | 0.06% | 0.05% | 1536 | -83 | -0.29% | Q1 2026 | Apr 06, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 28,647 | 1,835 | 1.73% | — | 1537 | +28,647 | New | Q1 2026 | May 14, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 28,614 | 1,833 | 0.14% | 0.16% | 1538 | -3,378 | -10.56% | Q1 2026 | May 07, 2026 |
| Carl P. Sherr & Co., LLC | History | Added to | 28,605 | 1,833 | 0.86% | 0.84% | 1539 | +138 | 0.48% | Q1 2026 | May 07, 2026 |
| Continuum Advisory, LLC | History | Added to | 28,575 | 1,831 | 0.18% | 0.16% | 1540 | +2,284 | 8.69% | Q1 2026 | Apr 22, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 28,452 | 1,823 | 0.13% | 0.13% | 1541 | -25 | -0.09% | Q1 2026 | May 12, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 28,434 | 1,822 | 0.43% | 0.46% | 1542 | -1,931 | -6.36% | Q1 2026 | Apr 17, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 28,352 | 1,817 | 0.21% | 0.19% | 1543 | +1,553 | 5.79% | Q1 2026 | Apr 16, 2026 |
| WBH ADVISORY INC | History | Reduced | 27,857 | 1,814 | 0.14% | 0.16% | 1544 | -5,952 | -17.6% | Q1 2026 | Apr 27, 2026 |
| Navigate Wealth Management, LLC | History | New | 26,704 | 1,811 | 1.27% | — | 1545 | +26,704 | New | Q1 2026 | Apr 27, 2026 |
| Brooklyn Investment Group | History | Added to | 28,226 | 1,808 | 0.06% | 0.03% | 1546 | +18,841 | 200.76% | Q1 2026 | Apr 29, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 28,204 | 1,807 | 0.07% | 0.07% | 1547 | +2,015 | 7.69% | Q1 2026 | May 07, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Reduced | 28,212 | 1,807 | 1.17% | 1.27% | 1548 | -407 | -1.42% | Q1 2026 | May 08, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 28,179 | 1,805 | 0.44% | 0.4% | 1549 | +1,515 | 5.68% | Q1 2026 | May 05, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 28,031 | 1,796 | 0.06% | 0.06% | 1551 | -2,487 | -8.15% | Q1 2026 | May 11, 2026 |
| Wick Capital Partners, LLC | History | Added to | 28,029 | 1,796 | 0.33% | 0.29% | 1550 | +1,860 | 7.11% | Q1 2026 | May 15, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 27,917 | 1,788 | 0.28% | 0.18% | 1552 | +12,001 | 75.4% | Q1 2026 | Apr 17, 2026 |
| MOTCO | History | Reduced | 27,874 | 1,786 | 0.17% | 0.16% | 1553 | -840 | -2.93% | Q1 2026 | Apr 22, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 27,863 | 1,785 | 0.22% | 0.26% | 1554 | -4,193 | -13.08% | Q1 2026 | May 12, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 27,737 | 1,777 | 0.59% | 0.57% | 1555 | +119 | 0.43% | Q1 2026 | May 15, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 27,721 | 1,776 | 0.01% | 0.01% | 1556 | +3,473 | 14.32% | Q1 2026 | May 14, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 27,677 | 1,773 | 0.23% | 0.24% | 1557 | -285 | -1.02% | Q1 2026 | Apr 17, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 28,361 | 1,771 | 0.26% | 0.26% | 1558 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 27,457 | 1,759 | 0.13% | 0.26% | 1559 | -31,188 | -53.18% | Q1 2026 | May 07, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 27,391 | 1,755 | 1.18% | 0.73% | 1560 | +11,829 | 76.01% | Q1 2026 | Apr 16, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 28,289 | 1,754 | 0.01% | — | 1561 | +28,289 | New | Q1 2026 | May 12, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | Added to | 27,251 | 1,746 | 5.45% | 4.73% | 1562 | +2,281 | 9.13% | Q1 2026 | May 08, 2026 |
| Peck Wealth Management, LLC | History | Added to | 27,206 | 1,743 | 1.75% | 1.38% | 1563 | +3,857 | 16.52% | Q1 2026 | May 13, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 27,161 | 1,740 | 0.64% | 0.63% | 1564 | -216 | -0.79% | Q1 2026 | May 08, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 27,108 | 1,737 | 0.17% | — | 1565 | +27,108 | New | Q1 2026 | May 12, 2026 |
| Cohen Investment Advisors LLC | History | Added to | 27,074 | 1,734 | 0.82% | 0.74% | 1566 | +1,223 | 4.73% | Q1 2026 | Apr 28, 2026 |
| Gibbs Wealth Management | History | Added to | 26,982 | 1,728 | 0.23% | 0.09% | 1568 | +21,517 | 393.72% | Q1 2026 | May 13, 2026 |
| Gridiron Partners, LLC | History | No change | 26,975 | 1,728 | 1.06% | 0.96% | 1567 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 26,915 | 1,724 | 0.06% | 0.05% | 1569 | +487 | 1.84% | Q1 2026 | May 14, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 26,913 | 1,724 | 0.58% | 0.56% | 1570 | +59 | 0.22% | Q1 2026 | May 05, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 26,765 | 1,715 | 0.77% | 0.86% | 1572 | -1,640 | -5.77% | Q1 2026 | May 14, 2026 |
| Minot DeBlois Advisors LLC | History | Added to | 26,771 | 1,715 | 1.56% | 1.48% | 1571 | +396 | 1.5% | Q1 2026 | May 08, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 26,717 | 1,712 | 0.09% | 0.09% | 1573 | -311 | -1.15% | Q1 2026 | May 07, 2026 |
| HALL LAURIE J TRUSTEE | History | Reduced | 26,669 | 1,708 | 0.6% | 0.57% | 1574 | -920 | -3.33% | Q1 2026 | Apr 06, 2026 |
| Ramsay, Stattman, Vela & Price, Inc. | History | Added to | 26,518 | 1,699 | 0.34% | 0.29% | 1575 | +886 | 3.46% | Q1 2026 | Apr 30, 2026 |
| Chico Wealth RIA | History | Added to | 26,498 | 1,698 | 1.04% | 1.08% | 1576 | +1 | 0.0% | Q1 2026 | May 08, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 26,429 | 1,693 | 0.57% | 0.4% | 1578 | +7,170 | 37.23% | Q1 2026 | Apr 03, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | Added to | 26,434 | 1,693 | 0.15% | 0.15% | 1577 | +3,171 | 13.63% | Q1 2026 | Apr 23, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 26,406 | 1,692 | 0.14% | 0.08% | 1579 | +10,774 | 68.92% | Q1 2026 | May 13, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 26,418 | 1,692 | 0.58% | 0.54% | 1580 | +4,973 | 23.19% | Q1 2026 | May 14, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 26,390 | 1,691 | 1.22% | 5.87% | 1581 | -520,903 | -95.18% | Q1 2026 | Apr 14, 2026 |
| New Republic Capital, LLC | History | Reduced | 26,382 | 1,690 | 0.57% | 0.54% | 1582 | -6,258 | -19.17% | Q1 2026 | May 01, 2026 |
| ERn Financial, LLC | History | Reduced | 26,333 | 1,687 | 0.32% | 0.33% | 1583 | -1,410 | -5.08% | Q1 2026 | Apr 24, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 26,244 | 1,681 | 0.59% | 0.56% | 1584 | +1,069 | 4.25% | Q1 2026 | Apr 08, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 26,069 | 1,670 | 0.26% | 0.27% | 1586 | -121 | -0.46% | Q1 2026 | May 06, 2026 |
| SB Capital Management Inc | History | No change | 26,734 | 1,670 | 0.61% | 0.61% | 1585 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| BAXTER BROS INC | History | No change | 26,043 | 1,668 | 0.21% | 0.19% | 1587 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 26,000 | 1,666 | 0.07% | 0.04% | 1588 | +10,002 | 62.52% | Q1 2026 | Apr 14, 2026 |
| Claris Financial LLC | History | Reduced | 26,014 | 1,666 | 0.91% | 0.89% | 1589 | -737 | -2.76% | Q1 2026 | May 18, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | Added to | 25,985 | 1,665 | 0.8% | 0.71% | 1590 | +3,036 | 13.23% | Q1 2026 | May 15, 2026 |
| Hegarty Advisors, LLC | History | Added to | 25,955 | 1,663 | 1.31% | 1.38% | 1591 | +418 | 1.64% | Q1 2026 | Apr 30, 2026 |
| TRB Wealth Management, LLC | History | New | 25,899 | 1,659 | 0.24% | — | 1593 | +25,899 | New | Q1 2026 | May 14, 2026 |
| BAKER BOYER NATIONAL BANK | History | Reduced | 25,890 | 1,659 | 0.5% | 0.51% | 1592 | -1,154 | -4.27% | Q1 2026 | Apr 27, 2026 |
| Athena Investment Management | History | Added to | 25,878 | 1,658 | 0.86% | 0.6% | 1594 | +7,236 | 38.82% | Q1 2026 | May 11, 2026 |
| Colony Family Offices, LLC | History | Reduced | 25,818 | 1,654 | 0.41% | 0.41% | 1595 | -356 | -1.36% | Q1 2026 | Apr 21, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 25,633 | 1,642 | 0.01% | 0.02% | 1596 | -4,420 | -14.71% | Q1 2026 | May 14, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 25,547 | 1,637 | 0.87% | 0.83% | 1597 | +1,356 | 5.61% | Q1 2026 | Apr 24, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 25,502 | 1,634 | 0.11% | 0.1% | 1598 | +7,566 | 42.18% | Q1 2026 | May 07, 2026 |
| HARDING LOEVNER LP | History | Reduced | 25,456 | 1,631 | 0.02% | 0.09% | 1599 | -142,725 | -84.86% | Q1 2026 | May 15, 2026 |
| Retirement Systems of Alabama | History | No change | 25,369 | 1,625 | 0.01% | 0.01% | 1600 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 25,242 | 1,617 | 0.16% | 0.15% | 1601 | +44 | 0.17% | Q1 2026 | May 06, 2026 |
| PW ADVISORS, LLC \ FL | History | Added to | 25,131 | 1,610 | 1.21% | 1.26% | 1602 | +1 | 0.0% | Q1 2026 | Apr 24, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 25,114 | 1,609 | 0.67% | 0.54% | 1603 | +3,993 | 18.91% | Q1 2026 | Apr 08, 2026 |
| Align Financial, LLC | History | Reduced | 25,053 | 1,605 | 0.91% | 0.93% | 1604 | -1,579,821 | -98.44% | Q1 2026 | May 08, 2026 |
| Sendero Wealth Management, LLC | History | Added to | 25,018 | 1,603 | 0.18% | 0.06% | 1605 | +17,024 | 212.96% | Q1 2026 | Apr 22, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Added to | 25,013 | 1,602 | 0.7% | 0.69% | 1606 | +540 | 2.21% | Q1 2026 | May 14, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 24,945 | 1,598 | 0.5% | 0.55% | 1607 | -3,309 | -11.71% | Q1 2026 | Apr 16, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Reduced | 24,845 | 1,592 | 0.38% | 0.38% | 1608 | -100 | -0.4% | Q1 2026 | Apr 28, 2026 |
| XML Financial, LLC | History | Added to | 24,814 | 1,590 | 0.13% | 0.09% | 1609 | +8,025 | 47.8% | Q1 2026 | Apr 16, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 24,756 | 1,586 | 0.74% | 0.74% | 1610 | +20 | 0.08% | Q1 2026 | Apr 24, 2026 |
| Optimist Retirement Group LLC | History | Added to | 24,611 | 1,577 | 0.7% | 0.69% | 1612 | +640 | 2.67% | Q1 2026 | May 11, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 24,613 | 1,577 | 0.41% | 0.43% | 1611 | +134 | 0.55% | Q1 2026 | May 11, 2026 |
| Sensible Money, LLC | History | Added to | 24,586 | 1,575 | 0.48% | 0.42% | 1613 | +3,737 | 17.92% | Q1 2026 | Apr 21, 2026 |
| Flower City Capital | History | Reduced | 24,576 | 1,574 | 0.79% | 0.79% | 1614 | -134 | -0.54% | Q1 2026 | Apr 14, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 24,456 | 1,567 | 0.22% | 0.23% | 1615 | -1,712 | -6.54% | Q1 2026 | May 14, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | Added to | 24,433 | 1,565 | 0.91% | 0.89% | 1616 | +369 | 1.53% | Q1 2026 | May 13, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 24,399 | 1,563 | 0.08% | 0.08% | 1617 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 24,384 | 1,562 | 0.18% | 0.16% | 1618 | +1,280 | 5.54% | Q1 2026 | May 11, 2026 |
| Prosperity Planning, Inc. | History | Added to | 24,327 | 1,558 | 0.39% | 0.39% | 1620 | +587 | 2.47% | Q1 2026 | Apr 10, 2026 |
| ADVISORY RESEARCH INC | History | Added to | 24,316 | 1,558 | 0.19% | 0.19% | 1619 | +290 | 1.21% | Q1 2026 | May 14, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 24,211 | 1,551 | 0.08% | 0.07% | 1621 | +2,687 | 12.48% | Q1 2026 | Apr 27, 2026 |
| CFO4Life Group, LLC | History | Reduced | 24,107 | 1,544 | 0.24% | 0.23% | 1622 | -1,228 | -4.85% | Q1 2026 | May 11, 2026 |
| Compass Planning Associates Inc | History | Added to | 23,883 | 1,530 | 0.98% | 1.03% | 1623 | +13 | 0.05% | Q1 2026 | Apr 21, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 23,845 | 1,527 | 0.2% | 0.2% | 1624 | +1,605 | 7.22% | Q1 2026 | Apr 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 23,819 | 1,526 | 0.2% | 0.2% | 1625 | +550 | 2.36% | Q1 2026 | Apr 08, 2026 |
| Financial Strategies Group, Inc. | History | Reduced | 22,391 | 1,524 | 0.25% | 0.27% | 1626 | -693 | -3.0% | Q1 2026 | May 08, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 23,741 | 1,521 | 0.15% | 0.11% | 1627 | +6,517 | 37.84% | Q1 2026 | May 05, 2026 |
| Tempo Wealth, LLC | History | Added to | 23,745 | 1,521 | 0.27% | 0.26% | 1628 | +166 | 0.7% | Q1 2026 | May 14, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 23,736 | 1,520 | 0.05% | 0.05% | 1629 | +31 | 0.13% | Q1 2026 | May 15, 2026 |
| City State Bank | History | Added to | 23,712 | 1,519 | 0.39% | 0.39% | 1630 | +882 | 3.86% | Q1 2026 | Apr 20, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 23,677 | 1,517 | 0.81% | 0.81% | 1631 | -425 | -1.76% | Q1 2026 | Apr 16, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 23,661 | 1,516 | 1.22% | 1.26% | 1633 | +321 | 1.38% | Q1 2026 | May 15, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 23,663 | 1,516 | 0.19% | 0.2% | 1632 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Old North State Trust, LLC | History | Reduced | 23,628 | 1,514 | 0.9% | 1.41% | 1634 | -14,437 | -37.93% | Q1 2026 | May 13, 2026 |
| Opes Wealth Management LLC | History | Reduced | 23,615 | 1,513 | 0.25% | 0.28% | 1636 | -3,842 | -13.99% | Q1 2026 | Apr 28, 2026 |
| TCTC Holdings, LLC | History | Added to | 23,614 | 1,513 | 0.04% | 0.04% | 1635 | +854 | 3.75% | Q1 2026 | May 07, 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC | History | New | 23,566 | 1,510 | 1.08% | — | 1637 | +23,566 | New | Q1 2026 | May 08, 2026 |
| Meriwether Wealth & Planning, LLC | History | Added to | 23,556 | 1,509 | 0.83% | 0.71% | 1638 | +3,313 | 16.37% | Q1 2026 | Apr 09, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Added to | 23,549 | 1,508 | 2.36% | 2.34% | 1640 | +926 | 4.09% | Q1 2026 | May 04, 2026 |
| Cannell & Spears LLC | History | Added to | 23,545 | 1,508 | 0.03% | 0.03% | 1639 | +854 | 3.76% | Q1 2026 | May 15, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 23,471 | 1,504 | 0.46% | 0.14% | 1641 | +12,924 | 122.54% | Q1 2026 | May 12, 2026 |
| Global Assets Advisory, LLC | History | Added to | 23,368 | 1,497 | 0.43% | 0.25% | 1642 | +9,446 | 67.85% | Q1 2026 | May 01, 2026 |
| Clearwave Capital, LLC | History | Added to | 23,375 | 1,497 | 1.02% | 0.99% | 1643 | +1,863 | 8.66% | Q1 2026 | Apr 29, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 23,337 | 1,495 | 0.69% | — | 1645 | +23,337 | New | Q1 2026 | Apr 15, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Reduced | 23,339 | 1,495 | 0.86% | 0.91% | 1644 | -230 | -0.98% | Q1 2026 | Apr 23, 2026 |
| FIDELITY D & D BANCORP INC | History | Reduced | 23,291 | 1,492 | 0.6% | 0.64% | 1646 | -503 | -2.11% | Q1 2026 | Apr 30, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 24,041 | 1,491 | 0.15% | 0.15% | 1647 | -1,172 | -4.65% | Q1 2026 | May 12, 2026 |
| Rossby Financial, LCC | History | Added to | 22,857 | 1,488 | 0.3% | 0.11% | 1649 | +17,191 | 303.41% | Q1 2026 | May 11, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | Reduced | 23,234 | 1,488 | 0.89% | 0.84% | 1648 | -519 | -2.18% | Q1 2026 | May 01, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 23,189 | 1,485 | 0.15% | 0.16% | 1650 | -2,340 | -9.17% | Q1 2026 | May 15, 2026 |
| Peak Financial Management, Inc. | History | Added to | 23,101 | 1,480 | 0.38% | 0.36% | 1651 | +772 | 3.46% | Q1 2026 | Apr 28, 2026 |
| Brio Consultants, LLC | History | Added to | 21,419 | 1,477 | 0.18% | 0.17% | 1652 | +387 | 1.84% | Q1 2026 | May 06, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 23,039 | 1,476 | 0.7% | 0.68% | 1653 | -200 | -0.86% | Q1 2026 | Apr 13, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 23,027 | 1,475 | 0.13% | 0.22% | 1654 | -36,317 | -61.2% | Q1 2026 | May 14, 2026 |
| Geometric Wealth Advisors | History | Added to | 23,021 | 1,475 | 0.18% | 0.16% | 1655 | +3,012 | 15.05% | Q1 2026 | May 13, 2026 |
| Investment Advisory Group, LLC | History | Added to | 23,003 | 1,474 | 0.37% | 0.36% | 1656 | +782 | 3.52% | Q1 2026 | Apr 22, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Added to | 23,017 | 1,474 | 1.45% | 1.36% | 1657 | +58 | 0.25% | Q1 2026 | May 06, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | No change | 23,002 | 1,473 | 0.77% | 0.39% | 1658 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Forthright Family Wealth Advisory LLC | History | Added to | 29,244 | 1,467 | 0.98% | 0.53% | 1661 | +15,779 | 117.19% | Q1 2026 | May 13, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 22,899 | 1,467 | 0.01% | 0.01% | 1659 | -954 | -4.0% | Q1 2026 | May 13, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 22,908 | 1,467 | 0.33% | 0.33% | 1660 | +417 | 1.85% | Q1 2026 | Apr 22, 2026 |
| Stonebridge Capital Advisors LLC | History | Added to | 22,883 | 1,466 | 0.1% | 0.03% | 1662 | +16,163 | 240.52% | Q1 2026 | May 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 22,838 | 1,463 | 0.05% | 0.04% | 1664 | +2,240 | 10.87% | Q1 2026 | May 06, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 22,831 | 1,463 | 0.17% | 0.18% | 1663 | +173 | 0.76% | Q1 2026 | May 08, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 22,803 | 1,461 | 0.04% | 0.03% | 1665 | +2,869 | 14.39% | Q1 2026 | May 12, 2026 |
| RKL Wealth Management LLC | History | Reduced | 22,754 | 1,458 | 0.13% | 0.29% | 1667 | -33,288 | -59.4% | Q1 2026 | Apr 24, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 22,758 | 1,458 | 0.1% | 0.1% | 1666 | +1 | 0.0% | Q1 2026 | May 05, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 22,744 | 1,457 | 0.5% | 0.42% | 1668 | +4,253 | 23.0% | Q1 2026 | Apr 23, 2026 |
| Family Capital Management, Inc. | History | Added to | 22,728 | 1,456 | 0.65% | 0.51% | 1671 | +4,177 | 22.52% | Q1 2026 | Apr 22, 2026 |
| Probity Advisors, Inc. | History | Reduced | 22,732 | 1,456 | 0.23% | 0.23% | 1669 | -125 | -0.55% | Q1 2026 | Apr 28, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 22,723 | 1,456 | 0.14% | 0.14% | 1670 | +1 | 0.0% | Q1 2026 | May 13, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Added to | 22,694 | 1,454 | 0.4% | 0.41% | 1672 | +2 | 0.01% | Q1 2026 | Apr 27, 2026 |
| Kestra Investment Management, LLC | History | Added to | 22,645 | 1,451 | 0.03% | 0.03% | 1673 | +5,373 | 31.11% | Q1 2026 | May 11, 2026 |
| Accel Wealth Management | History | Added to | 22,577 | 1,446 | 0.38% | 0.39% | 1674 | +12 | 0.05% | Q1 2026 | Apr 08, 2026 |
| Main Management LLC | History | Added to | 22,544 | 1,445 | 0.11% | 0.1% | 1675 | +1,014 | 4.71% | Q1 2026 | May 14, 2026 |
| Smith Salley Wealth Management | History | Added to | 22,546 | 1,444 | 0.07% | 0.07% | 1676 | +1,250 | 5.87% | Q1 2026 | Apr 16, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 22,510 | 1,442 | 0.11% | 0.07% | 1677 | +6,657 | 41.99% | Q1 2026 | May 05, 2026 |
| Diesslin Group, Inc. | History | Added to | 22,421 | 1,436 | 0.65% | 0.51% | 1678 | +1,692 | 8.16% | Q1 2026 | Apr 21, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 22,316 | 1,430 | 0.66% | 0.6% | 1679 | +2,076 | 10.26% | Q1 2026 | Apr 08, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 22,278 | 1,427 | 0.18% | 0.11% | 1680 | +7,409 | 49.83% | Q1 2026 | Apr 13, 2026 |
| Advisory Alpha, LLC | History | Added to | 22,216 | 1,423 | 0.04% | 0.02% | 1681 | +8,504 | 62.02% | Q1 2026 | May 14, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 22,146 | 1,419 | 0.51% | 0.51% | 1682 | -2,477 | -10.06% | Q1 2026 | May 12, 2026 |
| Key FInancial Inc | History | Reduced | 22,127 | 1,417 | 0.25% | 0.26% | 1683 | -440 | -1.95% | Q1 2026 | Apr 24, 2026 |
| First American Bank | History | Reduced | 22,092 | 1,415 | 0.09% | 0.09% | 1684 | -1,649 | -6.95% | Q1 2026 | Apr 20, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 22,026 | 1,411 | 0.14% | 0.14% | 1685 | -123 | -0.56% | Q1 2026 | Apr 15, 2026 |
| Tufton Capital Management | History | Added to | 21,976 | 1,408 | 0.26% | 0.19% | 1686 | +4,295 | 24.29% | Q1 2026 | May 12, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 21,956 | 1,406 | 0.03% | 0.02% | 1687 | +3,821 | 21.07% | Q1 2026 | May 01, 2026 |
| EWA, LLC | History | Reduced | 21,933 | 1,405 | 0.32% | 0.43% | 1688 | -6,008 | -21.5% | Q1 2026 | Apr 23, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 21,924 | 1,404 | 0.15% | 0.13% | 1689 | +1,736 | 8.6% | Q1 2026 | Apr 28, 2026 |
| Curated Wealth Partners LLC | History | Reduced | 21,906 | 1,403 | 0.18% | 0.17% | 1690 | -2,609 | -10.64% | Q1 2026 | Apr 09, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 21,877 | 1,401 | 0.26% | 0.09% | 1692 | +18,091 | 477.84% | Q1 2026 | Apr 29, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 21,872 | 1,401 | 0.39% | 0.1% | 1691 | +16,342 | 295.52% | Q1 2026 | Apr 22, 2026 |
| Traveka Wealth, LLC | History | No change | 21,772 | 1,395 | 0.53% | 0.55% | 1693 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Avos Capital Management, LLC | History | Reduced | 21,758 | 1,394 | 0.55% | 5.7% | 1694 | -187,025 | -89.58% | Q1 2026 | May 15, 2026 |
| WealthTrak Capital Management LLC | History | Reduced | 21,764 | 1,394 | 1.0% | 0.98% | 1695 | -111 | -0.51% | Q1 2026 | May 12, 2026 |
| L & S Advisors Inc | History | Reduced | 21,708 | 1,391 | 0.17% | 0.21% | 1696 | -15,077 | -40.99% | Q1 2026 | May 11, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 21,669 | 1,388 | 0.25% | 0.28% | 1697 | -2,298 | -9.59% | Q1 2026 | May 11, 2026 |
| American Alpha Advisors, LLC | History | Reduced | 21,603 | 1,384 | 0.74% | 0.82% | 1698 | -568 | -2.56% | Q1 2026 | May 14, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 21,591 | 1,383 | 0.24% | 0.26% | 1699 | -1,685 | -7.24% | Q1 2026 | Apr 08, 2026 |
| Fielder Capital Group LLC | History | Added to | 21,579 | 1,382 | 0.3% | 0.29% | 1700 | +1 | 0.0% | Q1 2026 | May 12, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 21,536 | 1,380 | 0.46% | 0.4% | 1702 | +624 | 2.98% | Q1 2026 | May 15, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 21,542 | 1,380 | 0.23% | 0.23% | 1701 | -219 | -1.01% | Q1 2026 | Apr 28, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 21,474 | 1,376 | 0.0% | 0.0% | 1703 | -338 | -1.55% | Q1 2026 | May 14, 2026 |
| Hemenway Trust Co LLC | History | Added to | 21,458 | 1,375 | 0.11% | 0.05% | 1704 | +10,000 | 87.28% | Q1 2026 | May 07, 2026 |
| Glenview Trust Co | History | Added to | 21,436 | 1,373 | 0.02% | 0.02% | 1705 | +2,482 | 13.09% | Q1 2026 | May 08, 2026 |
| EQ LLC | History | Reduced | 21,424 | 1,372 | 0.39% | 0.39% | 1706 | -285 | -1.31% | Q1 2026 | May 06, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 21,360 | 1,368 | 0.56% | 0.52% | 1707 | -237 | -1.1% | Q1 2026 | May 07, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Reduced | 21,291 | 1,364 | 0.31% | 0.3% | 1708 | -161 | -0.75% | Q1 2026 | Apr 15, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 21,256 | 1,362 | 0.9% | 0.71% | 1709 | +3,305 | 18.41% | Q1 2026 | Apr 21, 2026 |
| Antonelli Financial Advisors, LLC | History | Reduced | 21,248 | 1,362 | 0.94% | 0.88% | 1710 | -120 | -0.56% | Q1 2026 | Apr 28, 2026 |
| Vann Equity Management LLC | History | New | 21,247 | 1,361 | 0.97% | — | 1712 | +21,247 | New | Q1 2026 | May 08, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | History | Reduced | 21,250 | 1,361 | 0.08% | 0.07% | 1711 | -331 | -1.53% | Q1 2026 | Apr 14, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 21,201 | 1,358 | 0.06% | 0.05% | 1713 | +5,846 | 38.07% | Q1 2026 | May 08, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 21,205 | 1,358 | 0.02% | 0.02% | 1714 | -2,414 | -10.22% | Q1 2026 | May 05, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 21,184 | 1,357 | 0.05% | 0.05% | 1715 | -1,353 | -6.0% | Q1 2026 | May 07, 2026 |
| Exchange Bank | History | Added to | 21,071 | 1,350 | 0.94% | 0.63% | 1716 | +6,429 | 43.91% | Q1 2026 | Apr 08, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | No change | 21,029 | 1,347 | 0.25% | 0.23% | 1717 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 21,010 | 1,346 | 0.37% | 0.37% | 1718 | -220 | -1.04% | Q1 2026 | May 08, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Added to | 20,997 | 1,345 | 0.79% | 0.74% | 1719 | +561 | 2.75% | Q1 2026 | Apr 17, 2026 |
| Arsenal Capital Advisors LLC | History | Added to | 20,985 | 1,344 | 0.98% | 0.67% | 1720 | +5,702 | 37.31% | Q1 2026 | May 07, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 20,972 | 1,343 | 0.3% | 0.34% | 1721 | -2,290 | -9.84% | Q1 2026 | Apr 21, 2026 |
| Wealthquest Corp | History | No change | 21,511 | 1,343 | 0.1% | 0.1% | 1722 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 20,949 | 1,342 | 0.79% | 0.78% | 1723 | +12,738 | 155.13% | Q1 2026 | Apr 16, 2026 |
| BIP Wealth, LLC | History | Reduced | 20,942 | 1,341 | 0.05% | 1.13% | 1724 | -493,709 | -95.93% | Q1 2026 | Apr 27, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 20,931 | 1,341 | 0.09% | 0.08% | 1725 | +1,742 | 9.08% | Q1 2026 | May 05, 2026 |
| Vertrix Wealth Management, LLC | History | New | 20,736 | 1,328 | 0.49% | — | 1726 | +20,736 | New | Q1 2026 | Apr 24, 2026 |
| Busey Bank | History | Added to | 20,697 | 1,326 | 0.04% | 0.03% | 1727 | +4,231 | 25.7% | Q1 2026 | Apr 28, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 20,705 | 1,326 | 0.17% | 0.18% | 1728 | +410 | 2.02% | Q1 2026 | May 12, 2026 |
| Rydar Equities, Inc. | History | Added to | 20,632 | 1,322 | 1.02% | 0.98% | 1729 | +536 | 2.67% | Q1 2026 | Apr 13, 2026 |
| Greenline Partners, LLC | History | No change | 20,601 | 1,320 | 0.14% | 0.15% | 1730 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 20,591 | 1,319 | 0.4% | 0.39% | 1731 | +560 | 2.8% | Q1 2026 | Apr 15, 2026 |
| NBT BANK N A /NY | History | Reduced | 20,566 | 1,317 | 0.09% | 0.08% | 1732 | -415 | -1.98% | Q1 2026 | Apr 28, 2026 |
| Financial Perspectives, Inc | History | Added to | 20,542 | 1,316 | 0.37% | 0.29% | 1733 | +3,250 | 18.79% | Q1 2026 | May 11, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 20,539 | 1,316 | 0.03% | 0.03% | 1734 | +42 | 0.2% | Q1 2026 | Apr 16, 2026 |
| RDA Financial Network | History | Added to | 20,486 | 1,312 | 0.33% | 0.24% | 1735 | +4,429 | 27.58% | Q1 2026 | Apr 08, 2026 |
| 3Chopt Investment Partners, LLC | History | Reduced | 20,434 | 1,309 | 0.3% | 0.33% | 1736 | -3,419 | -14.33% | Q1 2026 | Apr 23, 2026 |
| Sargent Investment Group, LLC | History | Added to | 20,409 | 1,307 | 0.17% | 0.16% | 1737 | +34 | 0.17% | Q1 2026 | May 11, 2026 |
| Birchcreek Wealth Management, LLC | History | No change | 20,407 | 1,307 | 0.63% | 0.63% | 1738 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LexAurum Advisors, LLC | History | New | 20,368 | 1,305 | 0.17% | — | 1739 | +20,368 | New | Q1 2026 | Apr 13, 2026 |
| Stanley-Laman Group, Ltd. | History | Added to | 20,351 | 1,304 | 0.16% | 0.09% | 1740 | +8,410 | 70.43% | Q1 2026 | Apr 16, 2026 |
| PFG Investments, LLC | History | Added to | 20,312 | 1,301 | 0.06% | 0.06% | 1741 | +1,306 | 6.87% | Q1 2026 | Apr 27, 2026 |
| JAG CAPITAL MANAGEMENT, LLC | History | No change | 20,275 | 1,299 | 0.15% | 0.14% | 1742 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FINANCIAL LIFE ADVISORS | History | Reduced | 20,268 | 1,298 | 0.4% | 0.43% | 1743 | -1,901 | -8.58% | Q1 2026 | Apr 29, 2026 |
| Bank of Marin | History | Added to | 20,267 | 1,298 | 0.95% | 0.85% | 1744 | +647 | 3.3% | Q1 2026 | May 14, 2026 |
| Capital Management Associates, Inc | History | Added to | 20,215 | 1,295 | 0.29% | 0.27% | 1745 | +599 | 3.05% | Q1 2026 | Apr 22, 2026 |
| Fee-Only Financial Planning, L.C. | History | No change | 20,194 | 1,294 | 0.78% | 0.74% | 1746 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Laurel Wealth Advisors LLC | History | Reduced | 18,198 | 1,288 | 0.13% | 0.18% | 1747 | -3,000 | -14.15% | Q1 2026 | May 12, 2026 |
| Pioneer Wealth Management Group | History | Added to | 20,107 | 1,288 | 0.36% | 0.38% | 1748 | +132 | 0.66% | Q1 2026 | Apr 08, 2026 |
| CVS HEALTH Corp | History | New | 20,000 | 1,281 | 0.6% | — | 1750 | +20,000 | New | Q1 2026 | May 07, 2026 |
| RBF Capital, LLC | History | No change | 20,000 | 1,281 | 0.06% | 0.06% | 1749 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| ATX Financial Planning, LLC | History | Reduced | 19,976 | 1,280 | 0.97% | 1.68% | 1751 | -14,897 | -42.72% | Q1 2026 | Apr 30, 2026 |
| Kassira Wealth Management LLC | History | Added to | 19,811 | 1,269 | 1.17% | 1.13% | 1752 | +668 | 3.49% | Q1 2026 | Apr 30, 2026 |
| Breakwater Investment Management | History | Reduced | 19,745 | 1,265 | 0.47% | 0.45% | 1753 | -1 | -0.01% | Q1 2026 | May 14, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 19,695 | 1,262 | 0.09% | 0.08% | 1754 | -1,140 | -5.47% | Q1 2026 | Apr 14, 2026 |
| WFA of San Diego, LLC | History | Added to | 19,682 | 1,261 | 1.01% | 0.87% | 1755 | +667 | 3.51% | Q1 2026 | May 11, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 20,082 | 1,254 | 0.42% | 0.42% | 1756 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Idaho Trust Co | History | Reduced | 19,545 | 1,252 | 0.41% | 0.41% | 1757 | -113 | -0.57% | Q1 2026 | May 08, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | Reduced | 19,498 | 1,249 | 0.3% | 0.29% | 1758 | -570 | -2.84% | Q1 2026 | Apr 10, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 19,351 | 1,240 | 0.52% | 0.56% | 1760 | -1,879 | -8.85% | Q1 2026 | Apr 21, 2026 |
| WealthShield Partners, LLC | History | Reduced | 19,359 | 1,240 | 0.14% | 0.13% | 1759 | -43 | -0.22% | Q1 2026 | May 01, 2026 |
| LS Investment Advisors, LLC | History | Added to | 19,321 | 1,238 | 0.19% | 0.12% | 1761 | +5,610 | 40.92% | Q1 2026 | Apr 20, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 19,297 | 1,236 | 0.14% | 0.13% | 1763 | -438 | -2.22% | Q1 2026 | Apr 28, 2026 |
| Winthrop Partners - WNY, LLC | History | No change | 19,292 | 1,236 | 0.66% | 0.65% | 1762 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Goepper Burkhardt LLC | History | Reduced | 19,204 | 1,230 | 0.41% | 0.39% | 1764 | -143 | -0.74% | Q1 2026 | May 13, 2026 |
| Heritage Financial Services, LLC | History | No change | 19,673 | 1,228 | 0.1% | 0.1% | 1765 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 19,159 | 1,227 | 0.51% | 0.5% | 1766 | +60 | 0.31% | Q1 2026 | Apr 15, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Added to | 19,143 | 1,226 | 0.82% | 0.78% | 1767 | +280 | 1.48% | Q1 2026 | May 07, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Reduced | 19,132 | 1,225 | 0.7% | 0.69% | 1768 | -476 | -2.43% | Q1 2026 | Apr 09, 2026 |
| Palisade Asset Management, LLC | History | Added to | 19,097 | 1,223 | 0.12% | 0.11% | 1769 | +853 | 4.68% | Q1 2026 | Apr 14, 2026 |
| GreatBanc Trust CO | History | Added to | 19,070 | 1,222 | 0.86% | 0.76% | 1770 | +1,745 | 10.07% | Q1 2026 | Apr 30, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 19,024 | 1,219 | 1.17% | 0.81% | 1771 | +5,300 | 38.62% | Q1 2026 | May 06, 2026 |
| Ketron Financial | History | Reduced | 18,975 | 1,215 | 0.43% | 0.4% | 1772 | -60 | -0.32% | Q1 2026 | Apr 21, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 18,878 | 1,209 | 0.14% | 0.14% | 1773 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AMG Asset Management Group, Inc. | History | New | 18,836 | 1,207 | 0.94% | — | 1774 | +18,836 | New | Q1 2026 | Apr 27, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 18,774 | 1,203 | 0.24% | 0.24% | 1775 | +584 | 3.21% | Q1 2026 | May 01, 2026 |
| Cascades Capital Asset Management, LLC | History | Added to | 18,772 | 1,202 | 0.5% | 0.12% | 1776 | +14,242 | 314.39% | Q1 2026 | May 15, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Added to | 18,729 | 1,200 | 0.09% | 0.07% | 1777 | +3,054 | 19.48% | Q1 2026 | Apr 28, 2026 |
| MontVue Capital Management, Inc. | History | Reduced | 18,712 | 1,199 | 0.82% | 0.82% | 1778 | -932 | -4.74% | Q1 2026 | Apr 16, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Added to | 18,635 | 1,194 | 0.16% | 0.15% | 1779 | +534 | 2.95% | Q1 2026 | May 15, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 18,639 | 1,194 | 0.26% | 0.27% | 1780 | -263 | -1.39% | Q1 2026 | Apr 14, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 18,549 | 1,188 | 0.4% | 0.41% | 1781 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Plan A Wealth LLC | History | Reduced | 18,511 | 1,186 | 0.57% | 0.66% | 1783 | -3,162 | -14.59% | Q1 2026 | May 15, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 18,515 | 1,186 | 1.04% | 1.02% | 1782 | +34 | 0.18% | Q1 2026 | May 04, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Added to | 17,496 | 1,185 | 0.01% | 0.01% | 1784 | +2,756 | 18.7% | Q1 2026 | Apr 13, 2026 |
| Westmount Partners, LLC | History | Added to | 18,478 | 1,184 | 0.29% | 0.28% | 1785 | +310 | 1.71% | Q1 2026 | Apr 16, 2026 |
| Revisor Wealth Management LLC | History | Added to | 18,436 | 1,181 | 0.33% | 0.22% | 1786 | +5,428 | 41.73% | Q1 2026 | Apr 27, 2026 |
| Advisor Resource Council | History | New | 18,368 | 1,177 | 0.38% | — | 1787 | +18,368 | New | Q1 2026 | May 07, 2026 |
| Legacy Trust | History | Reduced | 18,322 | 1,174 | 0.22% | 0.26% | 1788 | -4,044 | -18.08% | Q1 2026 | Apr 14, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 18,314 | 1,173 | 0.38% | 0.39% | 1789 | -148 | -0.8% | Q1 2026 | Apr 24, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 18,295 | 1,172 | 0.09% | 0.08% | 1790 | +763 | 4.35% | Q1 2026 | Apr 16, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 18,691 | 1,167 | 0.13% | 0.13% | 1791 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 18,211 | 1,166 | 0.18% | 0.2% | 1792 | -2,321 | -11.3% | Q1 2026 | Apr 17, 2026 |
| Putney Financial Group LLC | History | Added to | 18,185 | 1,165 | 1.17% | 0.6% | 1793 | +7,823 | 75.5% | Q1 2026 | Apr 10, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 18,089 | 1,159 | 0.8% | 0.69% | 1794 | +1,992 | 12.37% | Q1 2026 | May 08, 2026 |
| FLC Capital Advisors | History | Added to | 18,101 | 1,159 | 0.21% | 0.2% | 1795 | +1,017 | 5.95% | Q1 2026 | May 01, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 18,023 | 1,154 | 0.33% | 0.34% | 1796 | -1,055 | -5.53% | Q1 2026 | Apr 30, 2026 |
| Halter Ferguson Financial Inc. | History | Reduced | 17,953 | 1,150 | 0.25% | 0.26% | 1797 | -1,298 | -6.74% | Q1 2026 | Apr 28, 2026 |
| Heartland Bank & Trust Co | History | New | 17,874 | 1,145 | 0.26% | — | 1798 | +17,874 | New | Q1 2026 | May 06, 2026 |
| Carmel Capital Partners, LLC | History | Added to | 17,828 | 1,142 | 0.41% | 0.32% | 1799 | +3,262 | 22.39% | Q1 2026 | Apr 30, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 17,806 | 1,141 | 0.55% | 0.49% | 1800 | +1,410 | 8.6% | Q1 2026 | May 12, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 16,675 | 1,135 | 0.38% | 0.31% | 1801 | +1,993 | 13.57% | Q1 2026 | Apr 28, 2026 |
| Estate Counselors, LLC | History | New | 17,665 | 1,131 | 0.1% | — | 1802 | +17,665 | New | Q1 2026 | May 15, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 17,591 | 1,127 | 0.26% | 0.3% | 1803 | -1,922 | -9.85% | Q1 2026 | Apr 24, 2026 |
| Golden Bell Financial Planning LLC | History | Reduced | 17,600 | 1,127 | 0.9% | 0.93% | 1805 | -269 | -1.51% | Q1 2026 | May 05, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 17,593 | 1,127 | 0.12% | 0.13% | 1804 | +60 | 0.34% | Q1 2026 | May 11, 2026 |
| Paragon Capital Management Ltd | History | Added to | 17,477 | 1,119 | 0.24% | 0.21% | 1806 | +852 | 5.12% | Q1 2026 | Apr 15, 2026 |
| Hansen & Associates Financial Group, Inc. | History | Reduced | 17,300 | 1,118 | 0.6% | 1.1% | 1807 | -12,092 | -41.14% | Q1 2026 | May 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 17,378 | 1,117 | 0.35% | 0.12% | 1808 | +11,547 | 198.03% | Q1 2026 | May 14, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Reduced | 17,352 | 1,111 | 0.23% | 0.21% | 1809 | -355 | -2.0% | Q1 2026 | Apr 16, 2026 |
| Capstone Wealth Management Group LLC | History | Added to | 17,318 | 1,109 | 0.68% | 0.56% | 1810 | +2,602 | 17.68% | Q1 2026 | Apr 16, 2026 |
| Dunhill Financial, LLC | History | Added to | 17,264 | 1,106 | 0.26% | 0.14% | 1811 | +8,214 | 90.76% | Q1 2026 | May 06, 2026 |
| WOODSTOCK CORP | History | No change | 17,235 | 1,104 | 0.1% | 0.09% | 1812 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 17,214 | 1,103 | 1.1% | 1.01% | 1815 | +1,051 | 6.5% | Q1 2026 | Apr 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 17,228 | 1,103 | 0.03% | 0.03% | 1813 | -797 | -4.42% | Q1 2026 | Apr 29, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 17,224 | 1,103 | 0.33% | 0.32% | 1814 | -135 | -0.78% | Q1 2026 | Apr 22, 2026 |
| Keystone Financial Group | History | Reduced | 17,187 | 1,101 | 0.08% | 0.09% | 1816 | -2,347 | -12.01% | Q1 2026 | May 13, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 17,164 | 1,099 | 0.35% | 0.35% | 1818 | -1,273 | -6.9% | Q1 2026 | May 12, 2026 |
| KFA Private Wealth Group, LLC | History | Reduced | 17,150 | 1,099 | 0.26% | 0.26% | 1817 | -143 | -0.83% | Q1 2026 | Apr 20, 2026 |
| Maia Wealth LLC | History | Reduced | 17,130 | 1,097 | 0.19% | 0.21% | 1820 | -1,239 | -6.75% | Q1 2026 | May 08, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 17,121 | 1,097 | 0.15% | 0.15% | 1819 | +591 | 3.58% | Q1 2026 | May 13, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 17,052 | 1,092 | 0.07% | 0.06% | 1821 | +1,683 | 10.95% | Q1 2026 | May 06, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 17,000 | 1,089 | 0.06% | 0.05% | 1822 | +1,434 | 9.21% | Q1 2026 | May 01, 2026 |
| Pillar Financial Advisors, LLC | History | Reduced | 16,965 | 1,087 | 0.64% | 0.66% | 1823 | -631 | -3.59% | Q1 2026 | May 07, 2026 |
| MTM Investment Management, LLC | History | Added to | 16,917 | 1,084 | 0.34% | 0.33% | 1824 | +526 | 3.21% | Q1 2026 | May 06, 2026 |
| PlanVest Financial, Inc | History | New | 16,906 | 1,083 | 0.82% | — | 1826 | +16,906 | New | Q1 2026 | May 14, 2026 |
| DKM Wealth Management, Inc. | History | Added to | 16,911 | 1,083 | 0.78% | 0.79% | 1825 | +15 | 0.09% | Q1 2026 | Apr 10, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 16,876 | 1,081 | 0.15% | 0.15% | 1827 | -1,000 | -5.59% | Q1 2026 | May 11, 2026 |
| Tillman Hartley LLC | History | Added to | 16,874 | 1,081 | 0.27% | 0.26% | 1828 | +13 | 0.08% | Q1 2026 | May 08, 2026 |
| Next Capital Management LLC | History | Added to | 16,749 | 1,073 | 0.32% | 0.32% | 1829 | +726 | 4.53% | Q1 2026 | May 07, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 16,732 | 1,072 | 0.5% | 0.52% | 1830 | -2,608 | -13.49% | Q1 2026 | May 04, 2026 |
| Innova Wealth Partners | History | Reduced | 16,678 | 1,068 | 0.51% | 1.09% | 1831 | -17,863 | -51.72% | Q1 2026 | Apr 24, 2026 |
| Atala Financial Inc | History | Reduced | 16,424 | 1,064 | 0.71% | 0.71% | 1832 | -1,441 | -8.07% | Q1 2026 | Apr 10, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 17,023 | 1,063 | 0.07% | 0.07% | 1833 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Freedom Financial Partners LLC | History | Reduced | 16,509 | 1,057 | 0.38% | 0.38% | 1834 | -83 | -0.5% | Q1 2026 | Apr 16, 2026 |
| BARINGS LLC | History | New | 16,483 | 1,056 | 0.02% | — | 1835 | +16,483 | New | Q1 2026 | May 06, 2026 |
| Integrity Wealth Partners, LLC | History | New | 16,455 | 1,054 | 0.95% | — | 1836 | +16,455 | New | Q1 2026 | Apr 27, 2026 |
| Burton Enright Welch | History | Reduced | 16,442 | 1,053 | 0.14% | 0.15% | 1837 | -399 | -2.37% | Q1 2026 | May 01, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 16,400 | 1,050 | 0.26% | 0.29% | 1838 | -3,052 | -15.69% | Q1 2026 | May 14, 2026 |
| Wrenne Financial Planning LLC | History | Reduced | 16,360 | 1,048 | 0.41% | 0.43% | 1839 | -578 | -3.41% | Q1 2026 | May 14, 2026 |
| Brookwood Investment Group LLC | History | Added to | 16,354 | 1,047 | 0.13% | 0.09% | 1840 | +3,794 | 30.21% | Q1 2026 | May 04, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 16,329 | 1,046 | 0.1% | 0.1% | 1841 | +427 | 2.69% | Q1 2026 | Apr 24, 2026 |
| Powers Advisory Group, LLC | History | Added to | 16,291 | 1,043 | 0.37% | 0.29% | 1842 | +3,783 | 30.24% | Q1 2026 | Apr 21, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 16,250 | 1,041 | 0.36% | 0.4% | 1843 | -242 | -1.47% | Q1 2026 | Apr 21, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 16,164 | 1,035 | 0.21% | 0.21% | 1844 | -337 | -2.04% | Q1 2026 | Apr 15, 2026 |
| Tudor Financial Inc. | History | Added to | 16,138 | 1,034 | 0.53% | 0.5% | 1845 | +603 | 3.88% | Q1 2026 | May 15, 2026 |
| Arcus Capital Partners, LLC | History | Reduced | 16,122 | 1,033 | 0.37% | 0.37% | 1846 | -279 | -1.7% | Q1 2026 | May 06, 2026 |
| Balance Wealth, LLC | History | Added to | 16,100 | 1,031 | 0.32% | 0.14% | 1848 | +9,143 | 131.42% | Q1 2026 | Apr 20, 2026 |
| Harpswell Capital Advisors, LLC | History | No change | 16,090 | 1,031 | 0.77% | 0.8% | 1847 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| WPG Advisers, LLC | History | Reduced | 16,065 | 1,029 | 0.76% | 0.81% | 1849 | -1,386 | -7.94% | Q1 2026 | Apr 29, 2026 |
| Allie Family Office LLC | History | No change | 16,050 | 1,028 | 0.45% | 0.47% | 1850 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GODSEY & GIBB, INC | History | Reduced | 15,991 | 1,024 | 0.09% | 0.09% | 1851 | -834 | -4.96% | Q1 2026 | Apr 20, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 15,960 | 1,022 | 0.55% | 0.36% | 1853 | +5,484 | 52.35% | Q1 2026 | Apr 29, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 15,953 | 1,022 | 0.07% | 0.09% | 1852 | -4,455 | -21.83% | Q1 2026 | May 15, 2026 |
| First County Bank /CT/ | History | Reduced | 15,930 | 1,020 | 0.54% | 0.53% | 1854 | -166 | -1.03% | Q1 2026 | Apr 03, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 15,905 | 1,019 | 0.09% | 0.08% | 1855 | -853 | -5.09% | Q1 2026 | Apr 21, 2026 |
| Koss-Olinger Consulting, LLC | History | New | 15,901 | 1,018 | 0.09% | — | 1856 | +15,901 | New | Q1 2026 | May 07, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 15,826 | 1,014 | 0.12% | — | 1857 | +15,826 | New | Q1 2026 | May 15, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 15,802 | 1,012 | 0.1% | 0.09% | 1858 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Kagan Cocozza Asset Management | History | Added to | 15,703 | 1,006 | 0.71% | 0.4% | 1860 | +6,689 | 74.21% | Q1 2026 | Apr 23, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 15,714 | 1,006 | 0.11% | 0.11% | 1859 | -505 | -3.11% | Q1 2026 | May 05, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | Added to | 15,683 | 1,004 | 0.76% | 0.71% | 1861 | +549 | 3.63% | Q1 2026 | Apr 24, 2026 |
| Horizon Investment Services, LLC | History | Reduced | 15,630 | 1,001 | 0.35% | 0.35% | 1862 | -147 | -0.93% | Q1 2026 | May 15, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 15,635 | 1,001 | 0.2% | 0.19% | 1863 | -111 | -0.7% | Q1 2026 | May 12, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 15,561 | 997 | 0.04% | 0.03% | 1864 | +1,658 | 11.93% | Q1 2026 | Apr 16, 2026 |
| Skyline Advisors, Inc. | History | Added to | 15,571 | 997 | 0.35% | 0.3% | 1865 | +1,304 | 9.14% | Q1 2026 | Apr 20, 2026 |
| Belleair Asset Management, LLC | History | Reduced | 15,510 | 993 | 0.91% | 0.94% | 1866 | -320 | -2.02% | Q1 2026 | Apr 15, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 15,457 | 990 | 0.64% | 0.63% | 1867 | -290 | -1.84% | Q1 2026 | May 11, 2026 |
| Polaris Investment Advisors, LLC | History | Reduced | 15,412 | 987 | 0.72% | 0.73% | 1870 | -832 | -5.12% | Q1 2026 | Apr 21, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 15,416 | 987 | 0.36% | 0.36% | 1868 | +396 | 2.64% | Q1 2026 | Apr 17, 2026 |
| Santori & Peters, Inc. | History | Reduced | 15,406 | 987 | 0.31% | 0.33% | 1869 | -40 | -0.26% | Q1 2026 | May 07, 2026 |
| Rice Partnership, LLC | History | No change | 15,394 | 986 | 0.13% | 0.13% | 1871 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Capital Squared Financial LLC | History | Added to | 15,351 | 983 | 0.75% | 0.61% | 1873 | +2,892 | 23.21% | Q1 2026 | May 01, 2026 |
| Viewpoint Capital Management LLC | History | Added to | 15,352 | 983 | 0.46% | 0.41% | 1872 | +6 | 0.04% | Q1 2026 | Apr 17, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 15,285 | 979 | 0.02% | 0.02% | 1874 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 15,263 | 978 | 0.12% | 0.12% | 1875 | -241 | -1.55% | Q1 2026 | May 05, 2026 |
| Innovative Wealth Building LLC | History | Added to | 15,253 | 977 | 0.69% | 0.67% | 1876 | +562 | 3.83% | Q1 2026 | May 01, 2026 |
| Black Cypress Capital Management, LLC | History | Added to | 15,232 | 976 | 0.7% | 0.66% | 1878 | +111 | 0.73% | Q1 2026 | May 13, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 15,240 | 976 | 0.0% | 0.0% | 1877 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 15,228 | 975 | 0.17% | 0.13% | 1879 | +3,274 | 27.39% | Q1 2026 | May 06, 2026 |
| Aspire Capital Advisors LLC | History | No change | 15,225 | 975 | 0.22% | 0.22% | 1880 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 14,926 | 972 | 0.06% | 0.06% | 1881 | -614 | -3.95% | Q1 2026 | Apr 07, 2026 |
| Fiduciary Alliance LLC | History | Added to | 14,121 | 970 | 0.06% | 0.05% | 1884 | +1,411 | 11.1% | Q1 2026 | Apr 20, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 15,152 | 970 | 0.1% | 0.11% | 1882 | -1,102 | -6.78% | Q1 2026 | May 04, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 15,151 | 970 | 0.26% | 0.26% | 1883 | +183 | 1.22% | Q1 2026 | Apr 15, 2026 |
| Brown Financial Advisory | History | Added to | 15,092 | 967 | 0.48% | 0.25% | 1885 | +7,189 | 90.97% | Q1 2026 | Apr 24, 2026 |
| RAM Investment Partners, LLC | History | Reduced | 15,072 | 965 | 0.17% | 0.17% | 1886 | -43 | -0.28% | Q1 2026 | May 04, 2026 |
| McLean Asset Management Corp | History | Added to | 15,027 | 962 | 0.17% | 0.11% | 1888 | +5,635 | 60.0% | Q1 2026 | Apr 22, 2026 |
| Intelligence Driven Advisers, LLC | History | Added to | 15,018 | 962 | 0.17% | 0.12% | 1887 | +1,205 | 8.72% | Q1 2026 | May 15, 2026 |
| Pacific Sage Partners, LLC | History | Reduced | 14,963 | 958 | 0.15% | 0.15% | 1889 | -204 | -1.35% | Q1 2026 | Apr 21, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 14,947 | 957 | 0.03% | 0.03% | 1890 | -3,635 | -19.56% | Q1 2026 | May 12, 2026 |
| Vantage Point Financial LLC | History | Reduced | 14,925 | 956 | 0.34% | 0.34% | 1891 | -138 | -0.92% | Q1 2026 | May 01, 2026 |
| Elser Financial Planning, Inc | History | Added to | 14,863 | 951 | 0.05% | 0.66% | 1893 | +204 | 1.39% | Q1 2026 | Apr 15, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 14,841 | 951 | 0.43% | 0.42% | 1892 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 14,755 | 945 | 0.32% | 0.32% | 1894 | -882 | -5.64% | Q1 2026 | May 13, 2026 |
| Beckerman Institutional, LLC | History | No change | 14,748 | 944 | 0.5% | 0.52% | 1895 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Modus Advisors, LLC | History | Added to | 14,704 | 942 | 0.26% | 0.24% | 1896 | +24 | 0.16% | Q1 2026 | May 04, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 14,688 | 941 | 0.36% | 0.36% | 1897 | -977 | -6.24% | Q1 2026 | Apr 24, 2026 |
| Addison Capital Co | History | Reduced | 14,643 | 938 | 0.17% | 1.21% | 1898 | -62,973 | -81.13% | Q1 2026 | Apr 29, 2026 |
| Stephens Consulting, LLC | History | No change | 15,015 | 938 | 0.3% | 0.3% | 1899 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | Added to | 14,620 | 936 | 0.84% | 0.84% | 1900 | +315 | 2.2% | Q1 2026 | Apr 28, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 13,244 | 935 | 0.06% | 0.08% | 1901 | -4,863 | -26.86% | Q1 2026 | May 14, 2026 |
| Clearstead Trust, LLC | History | Reduced | 14,537 | 931 | 0.15% | 0.18% | 1902 | -3,375 | -18.84% | Q1 2026 | May 06, 2026 |
| Sonoma Private Wealth LLC | History | Reduced | 14,539 | 931 | 1.15% | 1.12% | 1903 | -379 | -2.54% | Q1 2026 | May 15, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 14,484 | 928 | 0.17% | 0.17% | 1904 | +10 | 0.07% | Q1 2026 | Apr 28, 2026 |
| Alaethes Wealth, LLC | History | Added to | 14,468 | 927 | 0.26% | 0.23% | 1905 | +1,385 | 10.59% | Q1 2026 | May 12, 2026 |
| Granite Bay Wealth Management, LLC | History | Added to | 14,431 | 924 | 0.2% | 0.09% | 1906 | +8,325 | 136.34% | Q1 2026 | May 01, 2026 |
| Capital Advantage, Inc. | History | No change | 14,382 | 921 | 0.12% | 0.12% | 1907 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| TriaGen Wealth Management LLC | History | No change | 14,353 | 919 | 0.25% | 0.23% | 1908 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Annex Advisory Services, LLC | History | Added to | 14,316 | 917 | 0.02% | 0.02% | 1909 | +966 | 7.24% | Q1 2026 | Apr 16, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 14,287 | 915 | 0.05% | 0.05% | 1910 | +478 | 3.46% | Q1 2026 | Apr 27, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 14,165 | 907 | 0.78% | 0.72% | 1911 | +864 | 6.5% | Q1 2026 | May 11, 2026 |
| Urban Financial Advisory Corp | History | Added to | 14,153 | 906 | 0.32% | 0.28% | 1912 | +2,655 | 23.09% | Q1 2026 | May 08, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 14,113 | 904 | 0.19% | 0.21% | 1913 | -1,566 | -9.99% | Q1 2026 | May 15, 2026 |
| BigSur Wealth Management LLC | History | No change | 14,100 | 903 | 0.25% | 0.21% | 1914 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | New | 14,046 | 900 | 0.31% | — | 1915 | +14,046 | New | Q1 2026 | Apr 27, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 14,020 | 898 | 0.38% | 0.37% | 1916 | +1,470 | 11.71% | Q1 2026 | Apr 17, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 13,977 | 895 | 0.1% | 0.1% | 1917 | -285 | -2.0% | Q1 2026 | Apr 21, 2026 |
| Sound Income Strategies, LLC | History | Added to | 13,727 | 894 | 0.04% | 0.04% | 1918 | +1,390 | 11.27% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 13,012 | 894 | 0.57% | 0.53% | 1920 | +939 | 7.78% | Q1 2026 | May 06, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 13,952 | 894 | 0.55% | 0.57% | 1919 | -906 | -6.1% | Q1 2026 | Apr 22, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 13,964 | 894 | 0.74% | 0.71% | 1921 | +836 | 6.37% | Q1 2026 | Apr 14, 2026 |
| Causey Wealth LLC | History | Added to | 13,899 | 890 | 0.38% | 0.4% | 1923 | +614 | 4.62% | Q1 2026 | May 12, 2026 |
| Clarendon Private LLC | History | Added to | 13,892 | 890 | 0.68% | 0.73% | 1922 | +24 | 0.17% | Q1 2026 | May 11, 2026 |
| Fort Vancouver Investment Management, LLC | History | Reduced | 13,844 | 887 | 0.45% | 0.46% | 1924 | -1 | -0.01% | Q1 2026 | May 15, 2026 |
| Redmond Asset Management, LLC | History | Added to | 13,831 | 886 | 0.24% | 0.2% | 1925 | +1,286 | 10.25% | Q1 2026 | May 06, 2026 |
| Serenity Investment Advisors | History | No change | 13,843 | 885 | 0.52% | 0.52% | 1926 | 0 | 0.0% | Q4 2025 | May 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 13,735 | 880 | 0.09% | 0.06% | 1927 | +4,359 | 46.49% | Q1 2026 | May 11, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | New | 13,730 | 879 | 0.67% | — | 1930 | +13,730 | New | Q1 2026 | Apr 13, 2026 |
| Tepp RIA, LLC | History | Added to | 13,732 | 879 | 0.69% | 0.65% | 1929 | +3,165 | 29.95% | Q1 2026 | Apr 22, 2026 |
| First National Bank of Hutchinson | History | No change | 13,732 | 879 | 0.56% | 0.5% | 1928 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Independent Wealth Network Inc. | History | Added to | 13,715 | 878 | 0.26% | 0.21% | 1932 | +2,923 | 27.08% | Q1 2026 | Apr 20, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 13,716 | 878 | 0.16% | 0.18% | 1931 | -264 | -1.89% | Q1 2026 | Apr 30, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 13,697 | 877 | 0.2% | 0.16% | 1933 | +2,959 | 27.56% | Q1 2026 | May 21, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 13,659 | 875 | 0.63% | 0.48% | 1934 | +3,088 | 29.21% | Q1 2026 | May 07, 2026 |
| 14B Captial Management LP | History | No change | 14,000 | 874 | 0.7% | 0.7% | 1935 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Added to | 13,485 | 864 | 0.64% | 0.62% | 1936 | +2 | 0.01% | Q1 2026 | May 15, 2026 |
| First Pacific Financial | History | Added to | 13,454 | 862 | 0.11% | 0.06% | 1937 | +5,796 | 75.69% | Q1 2026 | Apr 23, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 12,783 | 857 | 0.06% | 0.04% | 1938 | +3,416 | 36.47% | Q1 2026 | May 12, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 13,303 | 855 | 0.06% | 0.14% | 1939 | -15,974 | -54.56% | Q1 2026 | May 05, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 12,382 | 852 | 0.05% | 0.02% | 1940 | +8,092 | 188.62% | Q1 2026 | Apr 20, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | Reduced | 13,304 | 852 | 0.67% | 0.75% | 1941 | -1,084 | -7.53% | Q1 2026 | Apr 16, 2026 |
| SNS Financial Group, LLC | History | No change | 13,272 | 850 | 0.07% | 0.07% | 1942 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Dentgroup LLC | History | No change | 13,618 | 850 | 0.58% | 0.58% | 1943 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | No change | 13,251 | 849 | 0.41% | 0.41% | 1944 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Apollon Financial, LLC | History | Added to | 13,239 | 848 | 0.12% | 0.12% | 1946 | +342 | 2.65% | Q1 2026 | Apr 22, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 12,461 | 848 | 0.18% | 0.18% | 1945 | -249 | -1.96% | Q1 2026 | May 04, 2026 |
| Peak Wealth Management LLC | History | Added to | 13,232 | 847 | 0.69% | 0.63% | 1947 | +1,143 | 9.45% | Q1 2026 | Apr 14, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 17,128 | 846 | 0.07% | — | 1948 | +17,128 | New | Q1 2026 | May 14, 2026 |
| MA Private Wealth | History | Reduced | 13,202 | 845 | 0.14% | 0.14% | 1949 | -325 | -2.4% | Q1 2026 | May 07, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 13,165 | 843 | 0.18% | 0.18% | 1950 | -927 | -6.58% | Q1 2026 | Apr 13, 2026 |
| Bluesphere Advisors LLC | History | Added to | 13,160 | 843 | 0.3% | 0.36% | 1951 | +42 | 0.32% | Q1 2026 | Apr 22, 2026 |
| St. Clair Advisors, LLC | History | Added to | 13,071 | 837 | 0.22% | 0.21% | 1952 | +22 | 0.17% | Q1 2026 | Apr 23, 2026 |
| Abbot Financial Management, Inc. | History | Added to | 13,011 | 833 | 0.35% | 0.31% | 1953 | +1,100 | 9.24% | Q1 2026 | May 13, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 13,000 | 833 | 0.04% | 0.04% | 1954 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| American State Bank (Iowa) | History | Added to | 12,905 | 826 | 0.4% | 0.32% | 1955 | +2,315 | 21.86% | Q1 2026 | Apr 14, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 12,785 | 819 | 0.03% | 0.03% | 1956 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Independence Bank of Kentucky | History | Reduced | 12,775 | 818 | 0.1% | 0.1% | 1957 | -360 | -2.74% | Q1 2026 | Apr 30, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Reduced | 12,749 | 816 | 0.53% | 0.52% | 1958 | -126 | -0.98% | Q1 2026 | Apr 29, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 12,715 | 814 | 0.06% | 0.06% | 1959 | -2,874 | -18.44% | Q1 2026 | Apr 16, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 12,709 | 814 | 0.21% | 0.23% | 1960 | -100 | -0.78% | Q1 2026 | Apr 16, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 12,672 | 812 | 0.14% | 0.14% | 1962 | -376 | -2.88% | Q1 2026 | May 06, 2026 |
| Elgethun Capital Management | History | No change | 12,676 | 812 | 0.13% | 0.14% | 1961 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Friedenthal Financial | History | Reduced | 12,638 | 809 | 0.41% | 0.51% | 1963 | -3,396 | -21.18% | Q1 2026 | Apr 20, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 12,640 | 809 | 0.21% | 0.19% | 1964 | +1,577 | 14.25% | Q1 2026 | Apr 27, 2026 |
| Objective Capital Management, LLC | History | No change | 12,640 | 809 | 0.82% | 0.8% | 1965 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BetterWealth, LLC | History | Added to | 12,579 | 806 | 0.16% | 0.07% | 1969 | +7,426 | 144.11% | Q1 2026 | Apr 24, 2026 |
| VeraBank, N.A. | History | Added to | 12,585 | 806 | 0.15% | 0.14% | 1966 | +318 | 2.59% | Q1 2026 | May 11, 2026 |
| Petix & Botte Co | History | Reduced | 12,580 | 806 | 0.18% | 0.18% | 1967 | -308 | -2.39% | Q1 2026 | Apr 30, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 12,588 | 806 | 0.16% | 0.15% | 1968 | +131 | 1.05% | Q1 2026 | May 11, 2026 |
| VIAWEALTH, LLC | History | Added to | 12,584 | 806 | 0.45% | 0.44% | 1970 | +34 | 0.27% | Q1 2026 | May 11, 2026 |
| Kera Capital Partners, Inc. | History | Reduced | 12,547 | 804 | 0.1% | 0.11% | 1971 | -423 | -3.26% | Q1 2026 | May 06, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 12,536 | 803 | 0.02% | 0.01% | 1972 | +7,092 | 130.27% | Q1 2026 | May 13, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Reduced | 12,498 | 800 | 0.03% | 0.03% | 1973 | -1,251 | -9.1% | Q1 2026 | May 14, 2026 |
| Arkos Global Advisors | History | Reduced | 12,488 | 800 | 0.1% | 0.1% | 1974 | -383 | -2.98% | Q1 2026 | May 13, 2026 |
| London & Capital Asset Management Ltd | History | No change | 12,478 | 799 | 0.01% | 0.01% | 1975 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 12,444 | 797 | 0.0% | 0.0% | 1976 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Round Rock Advisors LLC | History | Added to | 12,434 | 796 | 0.12% | 0.12% | 1977 | +1 | 0.01% | Q1 2026 | May 15, 2026 |
| MATAURO, LLC | History | Added to | 12,368 | 792 | 0.11% | 0.03% | 1978 | +9,140 | 283.15% | Q1 2026 | Apr 22, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 12,355 | 791 | 0.17% | 0.18% | 1979 | -434 | -3.39% | Q1 2026 | May 06, 2026 |
| Sachetta, LLC | History | Added to | 12,342 | 790 | 0.43% | 0.4% | 1980 | +573 | 4.87% | Q1 2026 | May 01, 2026 |
| Opulen Financial Group LLC | History | Reduced | 12,344 | 790 | 0.56% | 0.56% | 1981 | -44 | -0.36% | Q1 2026 | Apr 29, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 12,315 | 789 | 0.04% | 0.04% | 1982 | -538 | -4.19% | Q1 2026 | Apr 21, 2026 |
| Integrated Wealth Management | History | Reduced | 12,255 | 785 | 0.9% | 0.88% | 1984 | -322 | -2.56% | Q1 2026 | Apr 22, 2026 |
| River Wealth Advisors LLC | History | Added to | 12,252 | 785 | 0.09% | 0.09% | 1983 | +109 | 0.9% | Q1 2026 | May 13, 2026 |
| Sankala Group LLC | History | Added to | 12,479 | 780 | 0.64% | 0.7% | 1985 | +44 | 0.35% | Q1 2026 | Mar 31, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | No change | 12,142 | 778 | 0.11% | 0.12% | 1986 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Missouri Trust & Investment Co | History | Reduced | 12,126 | 777 | 0.23% | 0.22% | 1987 | -80 | -0.66% | Q1 2026 | May 14, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | Added to | 12,105 | 775 | 0.62% | 0.6% | 1988 | +25 | 0.21% | Q1 2026 | May 12, 2026 |
| Pearl Planning LLC | History | Reduced | 12,077 | 773 | 0.41% | 0.46% | 1989 | -1 | -0.01% | Q1 2026 | Apr 30, 2026 |
| LRI Investments, LLC | History | Added to | 12,046 | 771 | 0.07% | 0.01% | 1991 | +10,545 | 702.53% | Q1 2026 | Apr 30, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 12,044 | 771 | 0.13% | 0.12% | 1990 | +214 | 1.81% | Q1 2026 | Apr 22, 2026 |
| Compass Wealth Management LLC | History | New | 12,022 | 770 | 0.19% | — | 1994 | +12,022 | New | Q1 2026 | Apr 20, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 12,018 | 770 | 0.19% | 0.19% | 1993 | -435 | -3.49% | Q1 2026 | Apr 28, 2026 |
| Radnor Capital Management, LLC | History | No change | 12,020 | 770 | 0.11% | 0.11% | 1992 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Mondrian Investment Partners LTD | History | Reduced | 11,985 | 768 | 0.01% | 0.03% | 1995 | -17,933 | -59.94% | Q1 2026 | Apr 29, 2026 |
| GEM Asset Management, LLC | History | Reduced | 11,943 | 765 | 0.34% | 0.36% | 1996 | -729 | -5.75% | Q1 2026 | Apr 10, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 11,932 | 764 | 0.22% | 0.23% | 1997 | +53 | 0.45% | Q1 2026 | Apr 27, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 11,883 | 761 | 0.17% | 0.15% | 1998 | +1,836 | 18.27% | Q1 2026 | Apr 27, 2026 |
| Alpha Financial Advisors, LLC | History | Reduced | 11,880 | 761 | 0.23% | 0.23% | 1999 | -274 | -2.25% | Q1 2026 | May 11, 2026 |
| Asempa Wealth Advisors | History | Added to | 11,684 | 761 | 0.66% | 0.62% | 2000 | +112 | 0.97% | Q1 2026 | Apr 08, 2026 |