VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - VEU
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 34,569,513 | 2,596,170 | 0.19% | 0.18% | 1 | +1,478,364 | 4.47% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 25,285,044 | 1,898,906 | 0.11% | 0.1% | 2 | +2,653,326 | 11.72% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 17,534,310 | 1,316,826 | 0.17% | 0.16% | 3 | +509,150 | 2.99% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 10,815,549 | 812,247 | 0.22% | 0.22% | 4 | +617,460 | 6.05% | Q1 2026 | May 04, 2026 |
| Sanders Capital, LLC | History | Added to | 9,979,709 | 749,476 | 0.89% | 0.55% | 5 | +3,516,630 | 54.41% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 9,507,838 | 714,038 | 0.13% | 0.12% | 6 | +583,142 | 6.53% | Q1 2026 | Jul 08, 2026 |
| UBS Group AG | History | Added to | 8,360,920 | 627,905 | 0.09% | 0.08% | 7 | +1,645,919 | 24.51% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,246,925 | 619,344 | 0.36% | 0.32% | 8 | +238,474 | 2.98% | Q1 2026 | May 08, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 7,552,483 | 567,191 | 10.77% | 10.32% | 9 | +122,314 | 1.65% | Q1 2026 | May 01, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 6,562,158 | 492,818 | 0.15% | 0.14% | 10 | +287,112 | 4.58% | Q1 2026 | May 14, 2026 |
| Diversified Trust Co | History | Added to | 5,535,204 | 415,693 | 7.71% | 7.1% | 11 | +294,496 | 5.62% | Q1 2026 | Apr 16, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 5,351,291 | 401,881 | 14.69% | 14.98% | 12 | -33,371 | -0.62% | Q1 2026 | May 12, 2026 |
| CIBC Asset Management Inc | History | Added to | 4,857,276 | 364,781 | 0.89% | 0.84% | 13 | +139,460 | 2.96% | Q1 2026 | May 12, 2026 |
| Kestra Investment Management, LLC | History | Added to | 4,836,410 | 363,221 | 6.26% | 5.19% | 14 | +1,949,935 | 67.55% | Q1 2026 | May 11, 2026 |
| Cresset Asset Management, LLC | History | Added to | 4,590,646 | 344,757 | 1.49% | 1.41% | 15 | +48,501 | 1.07% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 4,168,625 | 313,063 | 0.9% | 0.54% | 16 | +1,457,190 | 53.74% | Q1 2026 | May 08, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 4,019,221 | 301,844 | 0.75% | 0.68% | 17 | -19,362 | -0.48% | Q1 2026 | Apr 22, 2026 |
| VANGUARD GROUP INC | History | No change | 3,921,637 | 288,475 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Baird Financial Group, Inc. | History | Added to | 3,810,156 | 286,142 | 0.45% | 0.39% | 19 | +371,542 | 10.8% | Q1 2026 | May 14, 2026 |
| WestEnd Advisors, LLC | History | Added to | 3,796,683 | 285,131 | 6.88% | 6.41% | 20 | +54,795 | 1.46% | Q1 2026 | Apr 22, 2026 |
| LPL Financial LLC | History | Added to | 3,720,350 | 279,398 | 0.07% | 0.07% | 21 | +295,055 | 8.61% | Q1 2026 | May 06, 2026 |
| HighTower Advisors, LLC | History | Reduced | 3,652,492 | 274,303 | 0.29% | 0.3% | 22 | -29,083 | -0.79% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 3,584,206 | 269,177 | 0.38% | 0.33% | 23 | +459,473 | 14.7% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 3,564,351 | 267,684 | 0.25% | 0.22% | 24 | +172,201 | 5.08% | Q1 2026 | May 12, 2026 |
| VANGUARD ADVISERS INC | History | New | 3,512,355 | 263,777 | 1.03% | — | 25 | +3,512,355 | New | Q1 2026 | May 08, 2026 |
| Summit Financial, LLC | History | Added to | 3,452,220 | 259,261 | 3.3% | 3.61% | 26 | +113,088 | 3.39% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,468,500 | 253,067 | 0.12% | 0.13% | 27 | +577,420 | 19.97% | Q1 2026 | May 15, 2026 |
| LINCOLN NATIONAL CORP | History | Reduced | 3,315,704 | 249,009 | 7.21% | 7.28% | 28 | -71,314 | -2.11% | Q1 2026 | May 04, 2026 |
| Euclidean Capital LLC | History | Added to | 3,243,484 | 243,585 | 62.09% | 59.53% | 29 | +253,400 | 8.47% | Q1 2026 | May 15, 2026 |
| Choate Investment Advisors | History | Added to | 3,104,806 | 233,170 | 4.56% | 4.3% | 30 | +128,535 | 4.32% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 3,015,894 | 226,493 | 0.03% | 0.02% | 31 | +757,770 | 33.56% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 2,869,966 | 215,534 | 0.35% | 0.27% | 32 | +221,584 | 8.37% | Q1 2026 | May 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 2,791,551 | 209,645 | 1.69% | 1.64% | 33 | +68,249 | 2.51% | Q1 2026 | May 01, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,279,616 | 171,199 | 0.03% | 0.02% | 34 | +220,814 | 10.73% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 2,260,151 | 169,737 | 0.11% | 0.09% | 35 | +64,741 | 2.95% | Q1 2026 | May 15, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 2,149,705 | 161,442 | 6.38% | 5.67% | 36 | +123,030 | 6.07% | Q1 2026 | Apr 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,132,086 | 160,119 | 0.28% | 0.26% | 37 | +156,862 | 7.94% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 2,131,346 | 160,058 | 0.28% | 0.3% | 38 | -9,641 | -0.45% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 2,066,356 | 155,183 | 0.21% | 0.22% | 39 | -193,083 | -8.55% | Q1 2026 | Apr 27, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 1,841,563 | 138,301 | 7.31% | 7.03% | 40 | -14,198 | -0.77% | Q1 2026 | Apr 27, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 1,802,320 | 131,118 | 0.11% | 0.05% | 41 | +826,224 | 84.65% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,618,530 | 121,551 | 0.17% | 0.16% | 42 | -29,267 | -1.78% | Q1 2026 | Apr 27, 2026 |
| Strid Group, LLC | History | Reduced | 1,525,762 | 114,584 | 14.2% | 15.29% | 43 | -144,488 | -8.65% | Q1 2026 | Apr 29, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 1,493,141 | 112,134 | 2.45% | 2.16% | 44 | +81,713 | 5.79% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 1,471,557 | 110,513 | 0.13% | 0.12% | 45 | +102,093 | 7.45% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 1,470,885 | 110,463 | 0.07% | 0.07% | 46 | +69,798 | 4.98% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,567,158 | 110,028 | 0.16% | 0.16% | 47 | -53,786 | -3.32% | Q1 2026 | May 15, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 1,482,215 | 107,934 | 10.76% | 10.33% | 48 | +23,329 | 1.6% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,451,207 | 105,575 | 0.01% | 0.01% | 49 | +219,641 | 17.83% | Q1 2026 | May 13, 2026 |
| HARDING LOEVNER LP | History | Reduced | 1,399,374 | 105,094 | 1.08% | 1.24% | 50 | -519,357 | -27.07% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,304,680 | 97,992 | 0.14% | 0.09% | 51 | +436,141 | 50.22% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 1,275,498 | 95,789 | 0.1% | 0.1% | 52 | +891 | 0.07% | Q1 2026 | May 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 1,267,763 | 95,209 | 0.75% | 0.71% | 53 | +48,285 | 3.96% | Q1 2026 | May 01, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 1,264,718 | 94,980 | 8.27% | 7.86% | 54 | -4,072 | -0.32% | Q1 2026 | Apr 24, 2026 |
| Glassman Wealth Services | History | Added to | 1,155,257 | 86,759 | 11.8% | 11.35% | 55 | +11,888 | 1.04% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,120,386 | 84,141 | 0.05% | 0.05% | 56 | +126,129 | 12.69% | Q1 2026 | May 07, 2026 |
| J.Safra Asset Management Corp | History | Added to | 1,087,264 | 81,653 | 4.4% | 4.04% | 57 | +40,631 | 3.88% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,077,047 | 80,392 | 0.02% | 0.02% | 58 | +131,555 | 13.91% | Q1 2026 | Jul 17, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 1,057,394 | 79,410 | 1.02% | 0.96% | 59 | +40,587 | 3.99% | Q1 2026 | Apr 21, 2026 |
| HB Wealth Management, LLC | History | Reduced | 1,022,660 | 76,801 | 0.5% | 0.49% | 60 | -3,275 | -0.32% | Q1 2026 | Apr 27, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 896,343 | 74,335 | 5.03% | 5.12% | 61 | -75,966 | -7.81% | Q1 2026 | May 12, 2026 |
| Karpus Management, Inc. | History | Added to | 976,719 | 73,351 | 2.29% | 2.09% | 62 | +53,465 | 5.79% | Q1 2026 | May 14, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 949,678 | 71,320 | 7.13% | 7.01% | 63 | -10,436 | -1.09% | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | Added to | 937,620 | 70,415 | 0.19% | 0.17% | 64 | +60,646 | 6.92% | Q1 2026 | May 14, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 904,871 | 67,955 | 4.17% | 3.92% | 65 | +90,286 | 11.08% | Q1 2026 | Apr 20, 2026 |
| NewSquare Capital LLC | History | Added to | 886,209 | 66,554 | 5.77% | 5.65% | 66 | +15,570 | 1.79% | Q1 2026 | May 08, 2026 |
| Wharton Business Group, LLC | History | Reduced | 881,720 | 66,217 | 2.5% | 2.72% | 67 | -92,534 | -9.5% | Q1 2026 | May 07, 2026 |
| Waverly Advisors, LLC | History | Added to | 876,458 | 65,822 | 0.49% | 0.5% | 68 | +35,503 | 4.22% | Q1 2026 | May 15, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 850,997 | 63,909 | 13.22% | 11.76% | 69 | +100,439 | 13.38% | Q1 2026 | Jun 24, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 822,511 | 61,770 | 1.43% | 1.39% | 70 | +6,172 | 0.76% | Q1 2026 | Apr 29, 2026 |
| Flower City Capital | History | Added to | 818,248 | 61,450 | 30.83% | 29.83% | 71 | +23,012 | 2.89% | Q1 2026 | Apr 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 801,535 | 60,195 | 0.17% | 0.16% | 72 | -114,533 | -12.5% | Q1 2026 | May 04, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 791,802 | 59,464 | 3.8% | 3.9% | 73 | -44,633 | -5.34% | Q1 2026 | Apr 14, 2026 |
| Compton Wealth Advisory Group, LLC | History | Reduced | 745,670 | 56,738 | 12.64% | 12.18% | 74 | -11,672 | -1.54% | Q1 2026 | Apr 14, 2026 |
| Madison Asset Management, LLC | History | Added to | 737,912 | 55,417 | 0.69% | 0.42% | 75 | +240,782 | 48.43% | Q1 2026 | May 07, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 735,263 | 55,218 | 0.42% | 0.42% | 76 | -11,413 | -1.53% | Q1 2026 | May 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 729,000 | 54,747 | 0.2% | 0.18% | 77 | -7,821 | -1.06% | Q1 2026 | Apr 30, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 724,907 | 54,440 | 3.54% | 3.24% | 78 | +60,078 | 9.04% | Q1 2026 | May 07, 2026 |
| St. Louis Trust Co | History | Reduced | 724,403 | 54,402 | 6.35% | 6.19% | 79 | -8,876 | -1.21% | Q1 2026 | May 14, 2026 |
| Efficient Advisors, LLC | History | Reduced | 723,486 | 54,333 | 3.86% | 3.78% | 80 | -157,055 | -17.84% | Q1 2026 | Apr 29, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 722,611 | 54,268 | 0.54% | 0.56% | 81 | -20,396 | -2.75% | Q1 2026 | Apr 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 721,960 | 54,219 | 0.62% | 0.59% | 82 | -7,601 | -1.04% | Q1 2026 | May 05, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 721,405 | 54,177 | 0.3% | 0.27% | 83 | +41,064 | 6.04% | Q1 2026 | Apr 22, 2026 |
| F/m Investments LLC | History | Added to | 721,102 | 54,154 | 3.59% | 0.36% | 84 | +593,891 | 466.86% | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | Added to | 728,621 | 54,134 | 12.76% | 11.72% | 85 | +77,130 | 11.84% | Q1 2026 | May 06, 2026 |
| ASSETMARK, INC | History | Reduced | 693,556 | 52,086 | 0.11% | 0.11% | 86 | -21,807 | -3.05% | Q1 2026 | May 06, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 643,775 | 51,830 | 4.65% | 4.63% | 87 | -3,539 | -0.55% | Q1 2026 | Apr 20, 2026 |
| Blankinship & Foster, LLC | History | Added to | 665,214 | 49,957 | 11.05% | 10.29% | 88 | +17,974 | 2.78% | Q1 2026 | Apr 17, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 662,141 | 49,726 | 0.67% | 0.6% | 89 | +18,429 | 2.86% | Q1 2026 | May 04, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 644,313 | 48,387 | 7.14% | 6.99% | 90 | -4,674 | -0.72% | Q1 2026 | Apr 21, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 640,486 | 48,100 | 0.57% | 0.58% | 91 | -3,049 | -0.47% | Q1 2026 | May 01, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 639,169 | 48,001 | 6.64% | 7.18% | 92 | -78,348 | -10.92% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Wealth | History | Added to | 630,988 | 47,419 | 0.05% | 0.05% | 93 | +26,656 | 4.41% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 623,527 | 46,826 | 0.09% | 0.11% | 94 | +169,766 | 37.41% | Q1 2026 | May 01, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 609,926 | 45,805 | 0.16% | 0.19% | 95 | -80,631 | -11.68% | Q1 2026 | May 13, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 602,821 | 45,271 | 6.99% | 7.12% | 96 | +6,455 | 1.08% | Q1 2026 | May 07, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 601,164 | 45,147 | 0.71% | 0.41% | 97 | +217,918 | 56.86% | Q1 2026 | May 15, 2026 |
| Henshaw Capital LLC | History | No change | 596,273 | 44,780 | 1.66% | 1.58% | 98 | 0 | 0.0% | Q1 2026 | May 28, 2026 |
| BIP Wealth, LLC | History | Reduced | 596,151 | 44,770 | 1.82% | 1.67% | 99 | -45,223 | -7.05% | Q1 2026 | Apr 27, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 565,858 | 42,495 | 16.66% | 16.33% | 100 | +20,134 | 3.69% | Q1 2026 | May 14, 2026 |
| MilWealth Group LLC | History | Reduced | 556,531 | 41,795 | 9.95% | 9.87% | 101 | -7,368 | -1.31% | Q1 2026 | May 01, 2026 |
| Vanguard National Trust Co | History | New | 549,612 | 41,275 | 2.6% | — | 102 | +549,612 | New | Q1 2026 | May 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 545,595 | 40,974 | 0.02% | 0.01% | 103 | +73,982 | 15.69% | Q1 2026 | May 13, 2026 |
| Caprock Group, LLC | History | Added to | 544,179 | 40,867 | 0.99% | 0.79% | 104 | +33,109 | 6.48% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 542,494 | 40,741 | 0.11% | 0.11% | 105 | -8,725 | -1.58% | Q1 2026 | Apr 30, 2026 |
| BAILARD, INC. | History | Reduced | 540,192 | 40,568 | 0.93% | 0.88% | 106 | -505 | -0.09% | Q1 2026 | May 11, 2026 |
| DAVIS R M INC | History | Added to | 531,338 | 39,903 | 0.71% | 0.66% | 107 | +13,224 | 2.55% | Q1 2026 | May 13, 2026 |
| 5th Street Advisors, LLC | History | Added to | 528,196 | 39,667 | 17.09% | 17.51% | 108 | +18,503 | 3.63% | Q1 2026 | May 04, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 525,948 | 39,498 | 2.7% | 2.51% | 109 | +30,686 | 6.2% | Q1 2026 | Apr 21, 2026 |
| Performa Ltd (US), LLC | History | Added to | 517,813 | 38,887 | 8.8% | 7.29% | 110 | +127,212 | 32.57% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 516,112 | 38,759 | 0.15% | 0.12% | 111 | +128,835 | 33.27% | Q1 2026 | Apr 30, 2026 |
| LRI Investments, LLC | History | Added to | 515,285 | 38,697 | 3.43% | 3.02% | 112 | +6,452 | 1.27% | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 513,918 | 38,595 | 0.06% | 0.06% | 113 | +6,617 | 1.3% | Q1 2026 | May 15, 2026 |
| AllGen Financial Advisors, Inc. | History | Reduced | 504,977 | 37,923 | 9.0% | 8.96% | 114 | -8,662 | -1.69% | Q1 2026 | Jul 16, 2026 |
| THREADGILL FINANCIAL, LLC | History | Added to | 504,564 | 37,892 | 11.01% | 10.76% | 115 | +149,606 | 42.15% | Q1 2026 | Apr 20, 2026 |
| Mariner, LLC | History | Added to | 495,702 | 37,217 | 0.04% | 0.03% | 116 | +97,864 | 24.6% | Q1 2026 | May 13, 2026 |
| Standpoint Asset Management, LLC | History | Reduced | 492,300 | 36,971 | 8.97% | 8.57% | 117 | -17,900 | -3.51% | Q1 2026 | Apr 16, 2026 |
| SENTINEL TRUST CO LBA | History | Reduced | 488,175 | 36,662 | 3.64% | 3.54% | 118 | -63 | -0.01% | Q1 2026 | May 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 479,517 | 36,011 | 0.02% | 0.02% | 119 | +51,020 | 11.91% | Q1 2026 | May 15, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 467,861 | 35,945 | 9.4% | 9.43% | 120 | +6,009 | 1.3% | Q1 2026 | May 01, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 474,940 | 35,667 | 2.77% | 2.88% | 121 | -38,282 | -7.46% | Q1 2026 | Apr 24, 2026 |
| Stonebridge Capital Advisors LLC | History | Added to | 474,757 | 35,654 | 2.5% | 1.9% | 122 | +101,497 | 27.19% | Q1 2026 | May 14, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 461,115 | 34,629 | 5.99% | 6.21% | 123 | -5,764 | -1.23% | Q1 2026 | Apr 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 467,878 | 34,417 | 0.01% | 0.0% | 124 | +368,173 | 369.26% | Q1 2026 | May 15, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 442,365 | 33,221 | 2.14% | 2.01% | 125 | +2,895 | 0.66% | Q1 2026 | Apr 27, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 441,125 | 33,128 | 10.18% | 10.01% | 126 | -4,334 | -0.97% | Q1 2026 | Apr 21, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Added to | 436,044 | 32,746 | 12.65% | 12.21% | 127 | +6,443 | 1.5% | Q1 2026 | Apr 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 435,838 | 32,731 | 0.2% | 0.19% | 128 | +12,190 | 2.88% | Q1 2026 | May 15, 2026 |
| Mullooly Asset Management, Inc. | History | Reduced | 430,756 | 32,349 | 11.94% | 11.7% | 129 | -4,026 | -0.93% | Q1 2026 | May 07, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 427,083 | 32,073 | 0.01% | 0.01% | 130 | -29,755 | -6.51% | Q1 2026 | May 05, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 413,033 | 31,019 | 3.94% | 4.1% | 131 | -12,069 | -2.84% | Q1 2026 | Apr 16, 2026 |
| Avion Wealth | History | Added to | 412,871 | 31,006 | 6.41% | 5.71% | 132 | +43,031 | 11.64% | Q1 2026 | May 01, 2026 |
| Lanham O'Dell & Company, Inc. | History | No change | 412,046 | 30,310 | 8.73% | 8.73% | 133 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Savant Capital, LLC | History | Added to | 402,318 | 30,214 | 0.15% | 0.17% | 134 | +4,235 | 1.06% | Q1 2026 | May 04, 2026 |
| FC Advisory LLC | History | Reduced | 396,434 | 29,772 | 8.69% | 8.49% | 135 | -5,117 | -1.27% | Q1 2026 | Apr 14, 2026 |
| Somnio Financial Group, LLC | History | Reduced | 395,432 | 29,696 | 19.51% | 19.27% | 136 | -910 | -0.23% | Q1 2026 | Apr 09, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 392,275 | 29,459 | 0.84% | 0.91% | 137 | -4,316 | -1.09% | Q1 2026 | Apr 09, 2026 |
| Destination Wealth Management | History | New | 391,607 | 29,409 | 0.76% | — | 138 | +391,607 | New | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 391,062 | 29,368 | 0.57% | 0.48% | 139 | +58,293 | 17.52% | Q1 2026 | Apr 14, 2026 |
| Granby Capital Management, LLC | History | Reduced | 390,000 | 29,289 | 16.79% | 16.01% | 140 | -18,000 | -4.41% | Q1 2026 | May 14, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 385,308 | 28,936 | 0.77% | 0.62% | 141 | +56,214 | 17.08% | Q1 2026 | May 01, 2026 |
| FMR LLC | History | Added to | 380,330 | 28,562 | 0.0% | 0.0% | 142 | +80,286 | 26.76% | Q1 2026 | May 15, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 377,979 | 28,386 | 0.13% | 0.12% | 143 | +1,295 | 0.34% | Q1 2026 | May 07, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Added to | 372,903 | 28,005 | 3.91% | 3.29% | 144 | +59,396 | 18.95% | Q1 2026 | Apr 21, 2026 |
| FIRST HORIZON CORP | History | Added to | 372,204 | 27,952 | 1.17% | 1.09% | 145 | +39,659 | 11.93% | Q1 2026 | Apr 30, 2026 |
| Pathstone Holdings, LLC | History | Added to | 371,264 | 27,881 | 0.11% | 0.1% | 146 | +18,067 | 5.12% | Q1 2026 | May 11, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 369,852 | 27,775 | 1.11% | 1.12% | 147 | -8,620 | -2.28% | Q1 2026 | Apr 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 365,300 | 27,609 | 0.06% | 0.05% | 148 | -152,443 | -29.44% | Q1 2026 | Apr 08, 2026 |
| Van Cleef Asset Management,Inc | History | Reduced | 363,150 | 27,272 | 2.94% | 2.73% | 149 | -3,363 | -0.92% | Q1 2026 | May 01, 2026 |
| Telos Capital Management, Inc. | History | Added to | 355,790 | 26,719 | 2.56% | 2.42% | 150 | +3,083 | 0.87% | Q1 2026 | Apr 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 354,203 | 26,601 | 0.05% | 0.02% | 151 | +166,575 | 88.78% | Q1 2026 | May 01, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 350,933 | 26,355 | 0.37% | 0.36% | 152 | -10,331 | -2.86% | Q1 2026 | May 01, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 348,047 | 26,138 | 0.14% | 0.11% | 153 | -76,741 | -18.07% | Q1 2026 | Apr 29, 2026 |
| &PARTNERS | History | Added to | 347,817 | 26,108 | 0.13% | 0.13% | 154 | +20,604 | 6.3% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | Added to | 341,669 | 25,960 | 0.29% | 0.27% | 155 | +8,174 | 2.45% | Q1 2026 | Apr 28, 2026 |
| M&T BANK CORP | History | Reduced | 340,379 | 25,562 | 0.09% | 0.1% | 156 | -76,086 | -18.27% | Q1 2026 | May 12, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 338,073 | 25,389 | 1.71% | 0.33% | 157 | +273,148 | 420.71% | Q1 2026 | May 12, 2026 |
| Main Management LLC | History | Added to | 334,264 | 25,103 | 1.83% | 1.32% | 158 | +85,355 | 34.29% | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | Reduced | 333,706 | 25,062 | 0.04% | 0.04% | 159 | -11,281 | -3.27% | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | Added to | 333,193 | 25,022 | 0.1% | 0.1% | 160 | +4,985 | 1.52% | Q1 2026 | May 14, 2026 |
| ASPIRIANT, LLC | History | Reduced | 332,975 | 25,006 | 0.71% | 0.7% | 161 | -82 | -0.02% | Q1 2026 | May 12, 2026 |
| BLB&B Advisors, LLC | History | Added to | 332,907 | 25,001 | 1.03% | 1.01% | 162 | +5,874 | 1.8% | Q1 2026 | Apr 28, 2026 |
| Newton One Investments LLC | History | Reduced | 330,131 | 24,792 | 6.73% | 7.96% | 163 | -36,501 | -9.96% | Q1 2026 | Apr 24, 2026 |
| River Wealth Advisors LLC | History | Added to | 327,769 | 24,615 | 2.83% | 2.05% | 164 | +79,047 | 31.78% | Q1 2026 | May 13, 2026 |
| Optas, LLC | History | Added to | 327,071 | 24,563 | 3.72% | 3.75% | 165 | +1,446 | 0.44% | Q1 2026 | Apr 24, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Added to | 321,991 | 24,181 | 0.88% | 0.57% | 166 | +69,859 | 27.71% | Q1 2026 | May 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 320,974 | 24,086 | 0.13% | 0.12% | 167 | +23,861 | 8.03% | Q1 2026 | Apr 15, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 304,965 | 22,902 | 1.58% | 1.51% | 168 | +1,903 | 0.63% | Q1 2026 | May 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 304,030 | 22,833 | 0.03% | 0.03% | 169 | +13,129 | 4.51% | Q1 2026 | May 13, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | Added to | 277,276 | 22,437 | 8.02% | 6.65% | 170 | +43,051 | 18.38% | Q1 2026 | May 11, 2026 |
| Boston Standard Wealth Management, LLC | History | Reduced | 292,105 | 22,229 | 3.64% | 3.61% | 171 | -5,577 | -1.87% | Q1 2026 | Apr 20, 2026 |
| Firestone Capital Management | History | Added to | 292,117 | 21,938 | 4.57% | 4.33% | 173 | +14,709 | 5.3% | Q1 2026 | May 08, 2026 |
| Tolleson Wealth Management, Inc. | History | Reduced | 292,129 | 21,938 | 3.2% | 3.15% | 172 | -4,701 | -1.58% | Q1 2026 | Jul 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 291,689 | 21,905 | 0.0% | 0.0% | 174 | +203,069 | 229.15% | Q1 2026 | May 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 291,331 | 21,878 | 0.32% | 0.28% | 175 | +40,725 | 16.25% | Q1 2026 | Apr 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 289,692 | 21,756 | 0.17% | 0.15% | 176 | +48,179 | 19.95% | Q1 2026 | Apr 07, 2026 |
| CKW FINANCIAL GROUP | History | Reduced | 284,316 | 21,634 | 2.36% | 2.32% | 177 | -5,971 | -2.06% | Q1 2026 | May 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 268,687 | 21,524 | 0.28% | 0.25% | 178 | +12,623 | 4.93% | Q1 2026 | May 06, 2026 |
| DEFINE FINANCIAL, LLC | History | Added to | 286,389 | 21,507 | 11.67% | 11.77% | 179 | +4,068 | 1.44% | Q1 2026 | Apr 14, 2026 |
| TL Private Wealth | History | Reduced | 266,878 | 21,139 | 8.34% | 7.92% | 180 | -4,100 | -1.51% | Q1 2026 | Apr 13, 2026 |
| Five Pine Wealth Management | History | Reduced | 275,154 | 20,650 | 12.84% | 13.16% | 181 | -3,738 | -1.34% | Q1 2026 | Apr 16, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 270,017 | 20,278 | 0.87% | 0.82% | 182 | +16,648 | 6.57% | Q1 2026 | May 11, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 268,309 | 20,150 | 6.03% | 5.25% | 183 | +27,193 | 11.28% | Q1 2026 | May 05, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 265,807 | 19,962 | 8.33% | 8.22% | 184 | +310 | 0.12% | Q1 2026 | Apr 07, 2026 |
| Beacon Wealthcare LLC | History | Added to | 262,154 | 19,687 | 6.94% | 6.59% | 185 | +1,229 | 0.47% | Q1 2026 | Apr 01, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 261,536 | 19,641 | 0.82% | 0.76% | 186 | -389 | -0.15% | Q1 2026 | Apr 13, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 257,145 | 19,303 | 0.13% | 0.2% | 187 | -63,093 | -19.7% | Q1 2026 | May 05, 2026 |
| Ballentine Partners, LLC | History | Added to | 254,680 | 19,126 | 0.27% | 0.24% | 188 | +20,938 | 8.96% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 254,340 | 19,100 | 0.24% | 0.23% | 189 | +2,843 | 1.13% | Q1 2026 | Apr 28, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 253,957 | 19,072 | 5.01% | 4.72% | 190 | +5,365 | 2.16% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 251,081 | 18,856 | 0.06% | 0.06% | 191 | -19,595 | -7.24% | Q1 2026 | May 13, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 248,724 | 18,679 | 0.62% | 0.6% | 192 | +2,546 | 1.03% | Q1 2026 | Apr 22, 2026 |
| NewEdge Wealth, LLC | History | Added to | 247,158 | 18,561 | 0.22% | 0.17% | 193 | +45,998 | 22.87% | Q1 2026 | May 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 244,190 | 18,338 | 0.23% | 0.21% | 194 | +21,890 | 9.85% | Q1 2026 | May 08, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 243,932 | 18,319 | 0.05% | 0.06% | 195 | -53,915 | -18.1% | Q1 2026 | May 14, 2026 |
| Ballast, Inc. | History | Added to | 243,788 | 18,308 | 4.23% | 4.18% | 196 | +713 | 0.29% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 236,763 | 17,780 | 0.22% | 0.13% | 197 | +90,058 | 61.39% | Q1 2026 | Apr 20, 2026 |
| Coston, McIsaac & Partners | History | Added to | 236,130 | 17,733 | 4.0% | 3.85% | 198 | +10,400 | 4.61% | Q1 2026 | Apr 22, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 234,917 | 17,642 | 1.09% | 1.08% | 199 | +1,566 | 0.67% | Q1 2026 | May 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 233,609 | 17,544 | 0.09% | 0.06% | 200 | +117,209 | 100.7% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 225,690 | 16,949 | 0.37% | 0.36% | 201 | +4,464 | 2.02% | Q1 2026 | May 14, 2026 |
| DRW Securities, LLC | History | Added to | 225,062 | 16,902 | 0.23% | 0.23% | 202 | +108,656 | 93.34% | Q1 2026 | May 13, 2026 |
| SouthState Bank Corp | History | Reduced | 224,406 | 16,852 | 0.79% | 0.79% | 203 | -14,988 | -6.26% | Q1 2026 | May 05, 2026 |
| WESBANCO BANK INC | History | Added to | 222,804 | 16,732 | 0.46% | 0.45% | 204 | +1,583 | 0.72% | Q1 2026 | Apr 21, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 221,523 | 16,636 | 0.24% | 0.12% | 205 | +126,593 | 133.35% | Q1 2026 | May 11, 2026 |
| WASHINGTON TRUST Co | History | Added to | 216,408 | 16,252 | 0.55% | 0.46% | 206 | +23,359 | 12.1% | Q1 2026 | Apr 06, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 214,457 | 16,105 | 0.44% | 0.46% | 207 | -6,158 | -2.79% | Q1 2026 | May 07, 2026 |
| Hegarty Advisors, LLC | History | Added to | 212,817 | 15,982 | 12.6% | 12.92% | 208 | +10,466 | 5.17% | Q1 2026 | Apr 30, 2026 |
| Dakota Wealth Management | History | Added to | 212,526 | 15,960 | 0.35% | 0.26% | 209 | +17,013 | 8.7% | Q1 2026 | May 07, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 212,296 | 15,943 | 0.06% | 0.06% | 210 | -16,459 | -7.2% | Q1 2026 | Jun 02, 2026 |
| Scissortail Wealth Management, LLC | History | Reduced | 211,226 | 15,863 | 3.19% | 3.69% | 211 | -8,992 | -4.08% | Q1 2026 | Apr 23, 2026 |
| Journey Beyond Wealth, LLC | History | Reduced | 210,246 | 15,789 | 13.56% | 14.22% | 212 | -32,790 | -13.49% | Q1 2026 | Apr 28, 2026 |
| MAI Capital Management | History | Added to | 210,158 | 15,782 | 0.09% | 0.09% | 213 | +5,876 | 2.88% | Q1 2026 | May 15, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 208,402 | 15,650 | 0.68% | 0.59% | 214 | +15,387 | 7.97% | Q1 2026 | May 14, 2026 |
| Financial Solutions Advisory Group, Inc. | History | New | 207,467 | 15,580 | 2.15% | — | 215 | +207,467 | New | Q1 2026 | Jun 01, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 207,374 | 15,573 | 2.19% | 2.47% | 216 | -1,442 | -0.69% | Q1 2026 | May 08, 2026 |
| Clearstead Advisors, LLC | History | Added to | 207,361 | 15,572 | 0.14% | 0.08% | 217 | +121,555 | 141.66% | Q1 2026 | May 06, 2026 |
| AXIS CAPITAL HOLDINGS LTD | History | Added to | 207,150 | 15,556 | 5.75% | 3.78% | 218 | +60,788 | 41.53% | Q1 2026 | Apr 29, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 205,295 | 15,418 | 0.12% | 0.08% | 219 | +55,997 | 37.51% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | New | 201,882 | 15,161 | 0.16% | — | 220 | +201,882 | New | Q1 2026 | May 12, 2026 |
| Astoria Strategic Wealth, Inc. | History | Reduced | 201,616 | 15,141 | 3.84% | 3.83% | 221 | -5,274 | -2.55% | Q1 2026 | Apr 17, 2026 |
| Wealthfront Advisers LLC | History | Added to | 200,407 | 15,050 | 0.03% | 0.02% | 222 | +57,668 | 40.4% | Q1 2026 | May 05, 2026 |
| Avalon Advisory Group | History | Added to | 200,400 | 15,050 | 6.07% | 5.88% | 223 | +4,476 | 2.28% | Q1 2026 | Apr 22, 2026 |
| Wedmont Private Capital | History | Added to | 189,589 | 15,017 | 0.48% | 0.25% | 224 | +95,643 | 101.81% | Q1 2026 | Apr 09, 2026 |
| AMG National Trust Bank | History | Added to | 199,451 | 14,978 | 0.32% | 0.32% | 225 | +15,604 | 8.49% | Q1 2026 | May 04, 2026 |
| John S. & James L. Knight Foundation, Inc. | History | No change | 202,601 | 14,903 | 11.37% | 11.37% | 226 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 197,018 | 14,796 | 0.14% | 0.18% | 227 | -50,579 | -20.43% | Q1 2026 | May 08, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 196,053 | 14,723 | 0.29% | 0.27% | 228 | -948 | -0.48% | Q1 2026 | Apr 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 195,603 | 14,689 | 0.35% | 0.32% | 229 | -2,385 | -1.2% | Q1 2026 | May 15, 2026 |
| Triune Financial Partners, LLC | History | Reduced | 194,556 | 14,611 | 3.47% | 3.69% | 230 | -8,738 | -4.3% | Q1 2026 | Apr 30, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 194,479 | 14,605 | 0.08% | 0.08% | 231 | -3,851 | -1.94% | Q1 2026 | May 05, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Reduced | 192,979 | 14,492 | 5.87% | 6.11% | 232 | -50 | -0.03% | Q1 2026 | Apr 28, 2026 |
| Circle Wealth Management, LLC | History | No change | 192,702 | 14,471 | 0.21% | 0.22% | 233 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 192,211 | 14,435 | 0.02% | 0.02% | 234 | +41,029 | 27.14% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 194,447 | 14,303 | 0.06% | 0.06% | 235 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Williams Financial, LLC | History | Reduced | 190,265 | 14,288 | 8.32% | 8.22% | 236 | -2,859 | -1.48% | Q1 2026 | Apr 24, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 195,581 | 14,254 | 0.44% | 0.44% | 237 | -6,249 | -3.1% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 182,943 | 13,739 | 0.84% | 0.64% | 238 | +2,877 | 1.6% | Q1 2026 | Apr 28, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 182,629 | 13,715 | 3.18% | 2.29% | 239 | +50,678 | 38.41% | Q1 2026 | May 06, 2026 |
| Compass Planning Associates Inc | History | Added to | 182,408 | 13,698 | 8.76% | 8.63% | 240 | +13,037 | 7.7% | Q1 2026 | Apr 21, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 179,196 | 13,457 | 0.08% | 0.09% | 241 | -21,241 | -10.6% | Q1 2026 | May 05, 2026 |
| SCS Capital Management LLC | History | Reduced | 178,938 | 13,438 | 0.14% | 0.14% | 242 | -2,360 | -1.3% | Q1 2026 | May 11, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 173,767 | 13,049 | 3.58% | 3.42% | 243 | +13,615 | 8.5% | Q1 2026 | May 13, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 171,305 | 12,865 | 2.83% | 2.85% | 244 | +4,599 | 2.76% | Q1 2026 | Apr 14, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Added to | 169,766 | 12,749 | 1.49% | 1.31% | 245 | +4,901 | 2.97% | Q1 2026 | May 15, 2026 |
| Curi Capital, LLC | History | Added to | 168,204 | 12,632 | 0.22% | 0.21% | 246 | +5,647 | 3.47% | Q1 2026 | May 15, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 155,390 | 12,536 | 1.71% | 2.4% | 247 | -14,545 | -8.56% | Q1 2026 | May 11, 2026 |
| VERITY Wealth Advisors | History | Reduced | 161,483 | 12,127 | 8.1% | 7.46% | 248 | -2,026 | -1.24% | Q1 2026 | Apr 09, 2026 |
| Idaho Trust Co | History | Added to | 161,358 | 12,117 | 3.94% | 3.65% | 249 | +11,546 | 7.71% | Q1 2026 | May 08, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 159,024 | 12,100 | 0.02% | 0.03% | 250 | -71,776 | -31.1% | Q1 2026 | May 05, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 159,816 | 12,002 | 3.17% | 3.14% | 251 | -6,403 | -3.85% | Q1 2026 | Apr 22, 2026 |
| Accredited Investors Inc. | History | Added to | 159,436 | 11,973 | 0.65% | 0.58% | 252 | +9,876 | 6.6% | Q1 2026 | Apr 30, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 158,323 | 11,890 | 0.36% | 0.34% | 253 | -2,296 | -1.43% | Q1 2026 | Apr 24, 2026 |
| CIBC Bancorp USA Inc. | History | New | 157,596 | 11,836 | 0.02% | — | 254 | +157,596 | New | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 154,444 | 11,751 | 0.11% | 0.11% | 255 | +16,375 | 11.86% | Q1 2026 | Apr 07, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 154,388 | 11,594 | 3.46% | 3.42% | 256 | -314 | -0.2% | Q1 2026 | May 05, 2026 |
| Main Street Group, LTD | History | New | 153,921 | 11,559 | 3.4% | — | 257 | +153,921 | New | Q1 2026 | May 06, 2026 |
| BAHL & GAYNOR INC | History | Added to | 153,844 | 11,553 | 0.06% | 0.05% | 258 | +12,657 | 8.96% | Q1 2026 | May 07, 2026 |
| Gotham Asset Management, LLC | History | Added to | 152,538 | 11,455 | 0.04% | 0.02% | 259 | +83,845 | 122.06% | Q1 2026 | May 15, 2026 |
| TIFF ADVISORY SERVICES, LLC | History | New | 152,013 | 11,416 | 2.57% | — | 260 | +152,013 | New | Q1 2026 | May 12, 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC | History | Added to | 149,800 | 11,249 | 8.04% | 9.64% | 261 | +10,148 | 7.27% | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 149,432 | 11,222 | 0.01% | 0.0% | 262 | +22,967 | 18.16% | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 150,488 | 11,101 | 0.07% | 0.07% | 263 | +12,652 | 9.18% | Q1 2026 | May 15, 2026 |
| Topor & Co. Korea | History | Reduced | 146,777 | 11,022 | 9.32% | 8.76% | 264 | -11,282 | -7.14% | Q1 2026 | Apr 27, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 144,924 | 11,011 | 0.23% | 0.23% | 265 | -2,479 | -1.68% | Q1 2026 | Apr 28, 2026 |
| OLIO Financial Planning | History | Added to | 145,683 | 10,940 | 3.03% | 2.96% | 266 | +2,323 | 1.62% | Q1 2026 | Apr 14, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | New | 143,460 | 10,773 | 3.08% | — | 267 | +143,460 | New | Q1 2026 | Apr 28, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 143,078 | 10,745 | 0.52% | 0.53% | 268 | -5,393 | -3.63% | Q1 2026 | Apr 09, 2026 |
| Kovack Advisors, Inc. | History | Added to | 141,288 | 10,741 | 0.57% | 0.06% | 269 | +122,473 | 650.93% | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | Reduced | 142,576 | 10,707 | 0.0% | 0.0% | 270 | -508,590 | -78.1% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Reduced | 141,823 | 10,650 | 0.12% | 0.13% | 271 | -12,239 | -7.94% | Q1 2026 | May 05, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 141,311 | 10,612 | 0.15% | 0.16% | 272 | +3,123 | 2.26% | Q1 2026 | Apr 10, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 140,755 | 10,570 | 1.53% | 1.46% | 273 | +1,500 | 1.08% | Q1 2026 | Apr 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 140,224 | 10,530 | 0.05% | 0.05% | 274 | +15,072 | 12.04% | Q1 2026 | May 08, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 139,436 | 10,471 | 1.1% | 0.22% | 275 | +123,436 | 771.48% | Q1 2026 | Apr 17, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 139,109 | 10,447 | 2.21% | 2.2% | 276 | -2,268 | -1.6% | Q1 2026 | May 05, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 137,339 | 10,314 | 0.02% | 0.02% | 277 | -143 | -0.1% | Q1 2026 | May 14, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 135,689 | 10,190 | 3.65% | 3.52% | 278 | +1,858 | 1.39% | Q1 2026 | Apr 23, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 124,865 | 10,101 | 2.15% | 2.09% | 279 | +2,758 | 2.26% | Q1 2026 | May 01, 2026 |
| TRUST CO OF VERMONT | History | No change | 136,295 | 10,025 | 0.42% | 0.42% | 280 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| One Capital Management, LLC | History | Reduced | 133,088 | 9,994 | 0.27% | 0.3% | 281 | -2,156 | -1.59% | Q1 2026 | May 12, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 132,561 | 9,955 | 0.09% | 0.05% | 282 | +60,169 | 83.12% | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | Reduced | 119,446 | 9,750 | 0.14% | 0.18% | 283 | -2,429 | -1.99% | Q1 2026 | Apr 20, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Added to | 129,441 | 9,721 | 0.4% | 0.22% | 284 | +54,487 | 72.69% | Q1 2026 | Apr 21, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 129,012 | 9,688 | 1.09% | 0.98% | 285 | -767 | -0.59% | Q1 2026 | Apr 15, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 128,474 | 9,648 | 0.68% | 0.7% | 286 | +436 | 0.34% | Q1 2026 | May 14, 2026 |
| BRIGHTON JONES LLC | History | Added to | 128,257 | 9,632 | 0.21% | 0.34% | 287 | +1,514 | 1.19% | Q1 2026 | Aug 06, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 128,205 | 9,628 | 0.95% | 0.88% | 288 | +9,203 | 7.73% | Q1 2026 | Apr 27, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 127,128 | 9,547 | 0.65% | 0.67% | 289 | -4,991 | -3.78% | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | Added to | 124,070 | 9,317 | 0.05% | 0.05% | 290 | +6,041 | 5.12% | Q1 2026 | May 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 122,649 | 9,210 | 0.05% | 0.04% | 291 | +23,616 | 23.85% | Q1 2026 | Apr 30, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 119,587 | 8,980 | 0.22% | 0.21% | 292 | +4,753 | 4.14% | Q1 2026 | Apr 29, 2026 |
| Quantum Capital Management, LLC / NJ | History | Reduced | 119,269 | 8,957 | 1.15% | 1.05% | 293 | -3,622 | -2.95% | Q1 2026 | May 13, 2026 |
| TI-TRUST, INC | History | Added to | 118,749 | 8,918 | 5.3% | 5.36% | 294 | +679 | 0.58% | Q1 2026 | Apr 28, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 116,912 | 8,780 | 0.16% | 0.15% | 295 | +1,189 | 1.03% | Q1 2026 | Apr 10, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 114,712 | 8,615 | 1.08% | 1.1% | 296 | -1,462 | -1.26% | Q1 2026 | May 12, 2026 |
| LAM GROUP, INC. | History | No change | 114,192 | 8,575 | 4.71% | 4.81% | 297 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WBH ADVISORY INC | History | Added to | 112,282 | 8,543 | 0.64% | 0.61% | 298 | +63 | 0.06% | Q1 2026 | Apr 27, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Added to | 113,372 | 8,514 | 5.63% | 5.43% | 299 | +3,992 | 3.65% | Q1 2026 | Apr 22, 2026 |
| WELCH & FORBES LLC | History | Added to | 112,579 | 8,454 | 0.11% | 0.1% | 300 | +1,767 | 1.59% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | Added to | 112,312 | 8,434 | 0.11% | 0.11% | 301 | +7,551 | 7.21% | Q1 2026 | May 15, 2026 |
| Balentine LLC | History | No change | 112,028 | 8,413 | 0.34% | 0.31% | 302 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 110,427 | 8,293 | 1.34% | 1.73% | 303 | -25,971 | -19.04% | Q1 2026 | Apr 29, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 109,075 | 8,191 | 4.75% | 4.76% | 304 | +3,685 | 3.5% | Q1 2026 | May 12, 2026 |
| PDS Planning, Inc | History | Added to | 108,870 | 8,176 | 0.54% | 0.52% | 305 | +2,038 | 1.91% | Q1 2026 | Apr 21, 2026 |
| Centennial Bank/AR/ | History | Added to | 106,571 | 8,003 | 2.87% | 2.61% | 306 | +17,191 | 19.23% | Q1 2026 | May 06, 2026 |
| Grange Capital, LLC | History | Added to | 106,297 | 7,982 | 7.95% | 7.1% | 307 | +5,771 | 5.74% | Q1 2026 | Apr 28, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 107,908 | 7,937 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | Added to | 105,611 | 7,931 | 1.86% | 1.74% | 309 | +5,124 | 5.1% | Q1 2026 | Apr 17, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 105,434 | 7,918 | 0.91% | 0.89% | 310 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | Added to | 104,683 | 7,861 | 0.38% | 0.36% | 311 | +2,482 | 2.43% | Q1 2026 | May 05, 2026 |
| Baker Avenue Asset Management, LP | History | New | 104,518 | 7,849 | 0.18% | — | 312 | +104,518 | New | Q1 2026 | May 12, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 103,907 | 7,803 | 0.85% | 1.05% | 313 | -23,942 | -18.73% | Q1 2026 | Apr 24, 2026 |
| VestGen Advisors, LLC | History | Added to | 93,579 | 7,683 | 0.2% | 0.03% | 314 | +83,632 | 840.78% | Q1 2026 | May 14, 2026 |
| ASL Financial, LLC | History | Added to | 102,068 | 7,665 | 6.12% | 5.33% | 315 | +11,855 | 13.14% | Q1 2026 | Apr 09, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Added to | 101,964 | 7,657 | 1.35% | 1.53% | 316 | +5,808 | 6.04% | Q1 2026 | Apr 28, 2026 |
| Agate Pass Investment Management, LLC | History | Reduced | 101,740 | 7,640 | 2.99% | 2.81% | 317 | -1,084 | -1.05% | Q1 2026 | Apr 07, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 101,664 | 7,634 | 0.49% | 1.86% | 318 | -445,480 | -81.42% | Q1 2026 | May 08, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 101,353 | 7,611 | 2.62% | 2.42% | 319 | +2,718 | 2.76% | Q1 2026 | May 04, 2026 |
| ADVOCATE GROUP LLC | History | Added to | 101,008 | 7,585 | 1.19% | 1.07% | 320 | +11,094 | 12.34% | Q1 2026 | Apr 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 100,567 | 7,552 | 0.08% | 0.09% | 321 | -685 | -0.68% | Q1 2026 | May 13, 2026 |
| Fee-Only Financial Planning, L.C. | History | Reduced | 100,181 | 7,523 | 4.54% | 4.31% | 322 | -232 | -0.23% | Q1 2026 | Apr 28, 2026 |
| CHILTON INVESTMENT CO INC. | History | New | 99,290 | 7,456 | 0.18% | — | 323 | +99,290 | New | Q1 2026 | May 15, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 99,230 | 7,452 | 0.54% | 0.55% | 324 | -16,824 | -14.5% | Q1 2026 | Apr 16, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 99,157 | 7,446 | 1.14% | 1.15% | 325 | -364 | -0.37% | Q1 2026 | Apr 29, 2026 |
| Trust Point Inc. | History | Reduced | 98,431 | 7,392 | 0.64% | 0.81% | 326 | -41,567 | -29.69% | Q1 2026 | Apr 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 98,280 | 7,380 | 0.08% | 0.08% | 327 | +5,640 | 6.09% | Q1 2026 | Apr 27, 2026 |
| Archvest Wealth Advisors, Inc. | History | Reduced | 97,926 | 7,354 | 4.74% | 5.0% | 328 | -8,531 | -8.01% | Q1 2026 | May 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 97,606 | 7,330 | 0.23% | 0.26% | 329 | -819 | -0.83% | Q1 2026 | May 07, 2026 |
| Junk Investment Group, LLC | History | New | 97,316 | 7,308 | 3.83% | — | 330 | +97,316 | New | Q1 2026 | May 08, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 97,224 | 7,301 | 0.22% | 0.22% | 331 | -2,475 | -2.48% | Q1 2026 | May 13, 2026 |
| AlTi Global, Inc. | History | Added to | 95,328 | 7,159 | 0.16% | 0.13% | 332 | +11,183 | 13.29% | Q1 2026 | May 07, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 95,235 | 7,152 | 0.69% | — | 333 | +95,235 | New | Q1 2026 | May 12, 2026 |
| Altura Wealth Advisors Inc. | History | Reduced | 94,267 | 7,079 | 3.09% | 2.99% | 334 | -13 | -0.01% | Q1 2026 | May 12, 2026 |
| Breakwater Investment Management | History | Added to | 94,192 | 7,073 | 2.63% | 2.49% | 335 | +670 | 0.72% | Q1 2026 | May 14, 2026 |
| Industrial Alliance Investment Management Inc. | History | No change | 94,136 | 7,070 | 4.23% | 3.93% | 336 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 93,753 | 7,040 | 0.32% | 0.32% | 337 | -5,335 | -5.38% | Q1 2026 | May 06, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 93,360 | 7,011 | 2.77% | 1.98% | 338 | -14,001 | -13.04% | Q1 2026 | May 06, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 91,494 | 6,961 | 0.12% | 0.13% | 339 | -6,120 | -6.27% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 92,185 | 6,923 | 0.0% | 0.0% | 340 | +3,134 | 3.52% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 92,086 | 6,915 | 0.14% | 0.16% | 341 | -2,725 | -2.87% | Q1 2026 | Apr 13, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 91,941 | 6,904 | 0.3% | 0.27% | 342 | +450 | 0.49% | Q1 2026 | May 06, 2026 |
| GreatBanc Trust CO | History | Added to | 91,430 | 6,866 | 4.8% | 4.5% | 343 | +4,600 | 5.3% | Q1 2026 | Apr 30, 2026 |
| Virtue Capital Management, LLC | History | Added to | 93,497 | 6,801 | 1.03% | 0.74% | 344 | +29,573 | 46.26% | Q1 2026 | May 07, 2026 |
| Platt Investment Counsel, LLC | History | New | 90,544 | 6,799 | 5.23% | — | 345 | +90,544 | New | Q1 2026 | Apr 09, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 89,206 | 6,786 | 0.02% | 0.02% | 346 | +41,011 | 85.09% | Q1 2026 | May 12, 2026 |
| NWAM LLC | History | Reduced | 90,260 | 6,778 | 0.39% | 0.38% | 347 | -191 | -0.21% | Q1 2026 | May 04, 2026 |
| CacheTech Inc. | History | Reduced | 89,822 | 6,745 | 1.3% | 1.25% | 348 | -1,605 | -1.76% | Q1 2026 | May 11, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 89,032 | 6,686 | 1.08% | 0.85% | 349 | +14,809 | 19.95% | Q1 2026 | May 08, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 88,029 | 6,611 | 0.4% | 0.37% | 350 | +6,408 | 7.85% | Q1 2026 | May 13, 2026 |
| Indie Asset Partners, LLC | History | Added to | 87,855 | 6,597 | 7.52% | 6.63% | 351 | +7,038 | 8.71% | Q1 2026 | May 08, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 87,829 | 6,595 | 2.79% | 1.97% | 352 | +25,143 | 40.11% | Q1 2026 | Apr 15, 2026 |
| CITIGROUP INC | History | Added to | 87,364 | 6,561 | 0.0% | 0.0% | 353 | +10,759 | 14.04% | Q1 2026 | May 11, 2026 |
| Integrated Advisors Network LLC | History | Added to | 86,854 | 6,522 | 0.34% | 0.28% | 354 | +1,760 | 2.07% | Q1 2026 | Apr 28, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 86,269 | 6,478 | 0.86% | 0.8% | 355 | +2,188 | 2.6% | Q1 2026 | Apr 27, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 85,160 | 6,395 | 0.1% | 0.08% | 356 | +24,737 | 40.94% | Q1 2026 | Apr 22, 2026 |
| Adams Wealth Management | History | Reduced | 84,996 | 6,383 | 1.4% | 1.37% | 357 | -2,187 | -2.51% | Q1 2026 | May 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 84,206 | 6,323 | 0.1% | 0.07% | 358 | +34,669 | 69.99% | Q1 2026 | May 18, 2026 |
| MeadowBrook Investment Advisors LLC | History | Added to | 83,984 | 6,307 | 5.58% | 5.19% | 359 | +1,179 | 1.42% | Q1 2026 | Apr 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 83,207 | 6,248 | 0.03% | 0.04% | 360 | -1,853 | -2.18% | Q1 2026 | May 15, 2026 |
| Beaumont Asset Management, L.L.C. | History | Added to | 83,081 | 6,239 | 2.81% | 2.34% | 361 | +19,495 | 30.66% | Q1 2026 | Apr 21, 2026 |
| BBR PARTNERS, LLC | History | Reduced | 82,258 | 6,177 | 0.34% | 0.33% | 362 | -1,482 | -1.77% | Q1 2026 | May 12, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 80,837 | 6,069 | 0.59% | 0.57% | 363 | +660 | 0.82% | Q1 2026 | May 06, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 79,799 | 5,992 | 0.0% | 0.0% | 364 | -280 | -0.35% | Q1 2026 | Apr 30, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 77,797 | 5,842 | 0.07% | 0.07% | 365 | +1,187 | 1.55% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 77,479 | 5,818 | 0.09% | 0.47% | 366 | -198,870 | -71.96% | Q1 2026 | May 15, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 77,206 | 5,798 | 0.55% | 0.54% | 367 | -552 | -0.71% | Q1 2026 | Apr 13, 2026 |
| Black Diamond Financial, LLC | History | Added to | 75,733 | 5,687 | 0.62% | 0.55% | 369 | +4,236 | 5.92% | Q1 2026 | May 05, 2026 |
| Watershed Asset Management, L.L.C. | History | No change | 75,739 | 5,687 | 5.89% | 5.2% | 368 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 75,722 | 5,686 | 0.06% | 0.05% | 370 | +14,214 | 23.11% | Q1 2026 | Apr 20, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 75,451 | 5,666 | 0.43% | 0.41% | 371 | +4,402 | 6.2% | Q1 2026 | Apr 27, 2026 |
| Facet Wealth, Inc. | History | Added to | 75,356 | 5,659 | 0.1% | 0.1% | 372 | +2,478 | 3.4% | Q1 2026 | May 07, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Added to | 75,013 | 5,633 | 3.74% | 3.47% | 373 | +3,275 | 4.57% | Q1 2026 | May 18, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 74,874 | 5,623 | 0.0% | 0.0% | 374 | +49,982 | 200.8% | Q1 2026 | May 13, 2026 |
| CGN Advisors LLC | History | Reduced | 74,757 | 5,614 | 0.44% | 0.44% | 375 | -1,386 | -1.82% | Q1 2026 | Apr 13, 2026 |
| Strategic Wealth Investment Group, LLC | History | Added to | 74,635 | 5,605 | 0.71% | 0.61% | 376 | +7,561 | 11.27% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 74,475 | 5,593 | 0.03% | 0.02% | 377 | +4,442 | 6.34% | Q1 2026 | Apr 24, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 73,500 | 5,519 | 1.83% | 1.47% | 378 | +18,700 | 34.12% | Q1 2026 | May 12, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Reduced | 73,036 | 5,484 | 3.82% | 3.93% | 379 | -2,996 | -3.94% | Q1 2026 | Apr 08, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 72,078 | 5,413 | 0.25% | 0.24% | 380 | +1,378 | 1.95% | Q1 2026 | Jun 08, 2026 |
| 3Chopt Investment Partners, LLC | History | Added to | 71,784 | 5,390 | 1.23% | 1.17% | 381 | +1,066 | 1.51% | Q1 2026 | Apr 23, 2026 |
| PW Nova Financial Services LLC | History | Added to | 71,430 | 5,364 | 1.35% | 1.62% | 382 | +14,203 | 24.82% | Q1 2026 | Apr 15, 2026 |
| Valley Financial Group, Inc. | History | Reduced | 71,423 | 5,363 | 2.89% | 3.06% | 383 | -2,723 | -3.67% | Q1 2026 | May 15, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 70,956 | 5,328 | 0.31% | 0.34% | 384 | -11,517 | -13.96% | Q1 2026 | Apr 20, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 70,891 | 5,323 | 3.46% | 3.52% | 385 | -4,142 | -5.52% | Q1 2026 | May 11, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 72,152 | 5,307 | 3.32% | 3.32% | 386 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 69,569 | 5,224 | 0.69% | 0.68% | 387 | +3,849 | 5.86% | Q1 2026 | Apr 13, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 69,468 | 5,217 | 0.24% | 0.22% | 388 | +15,351 | 28.37% | Q1 2026 | Apr 15, 2026 |
| HUB Investment Partners, LLC | History | Added to | 68,483 | 5,143 | 0.12% | 0.03% | 389 | +53,880 | 368.97% | Q1 2026 | May 15, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 68,459 | 5,141 | 3.06% | 3.29% | 390 | +275 | 0.4% | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 68,309 | 5,130 | 0.07% | 0.07% | 391 | +218 | 0.32% | Q1 2026 | May 12, 2026 |
| Addis & Hill, Inc | History | Added to | 67,828 | 5,093 | 3.1% | 2.99% | 392 | +637 | 0.95% | Q1 2026 | Apr 16, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 67,749 | 5,087 | 0.53% | 0.53% | 393 | -303 | -0.45% | Q1 2026 | Apr 08, 2026 |
| Asset Allocation & Management Company, LLC | History | Added to | 67,440 | 5,065 | 1.88% | 1.69% | 394 | +9,587 | 16.57% | Q1 2026 | Apr 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 67,139 | 5,042 | 0.06% | 0.05% | 395 | +5,494 | 8.91% | Q1 2026 | May 13, 2026 |
| Next Level Wealth Planning, LLC | History | Reduced | 67,118 | 5,040 | 2.59% | 2.83% | 396 | -5,058 | -7.01% | Q1 2026 | Apr 21, 2026 |
| Portland Global Advisors LLC | History | No change | 66,552 | 4,998 | 0.53% | 0.53% | 397 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Trilogy Capital Inc. | History | Added to | 66,248 | 4,975 | 0.22% | 0.02% | 398 | +60,541 | 1060.82% | Q1 2026 | Apr 21, 2026 |
| Simplicity Wealth,LLC | History | Added to | 66,174 | 4,969 | 0.28% | 0.27% | 399 | +3,564 | 5.69% | Q1 2026 | Apr 30, 2026 |
| Cadence Wealth Management LLC | History | Reduced | 66,097 | 4,963 | 2.07% | 2.36% | 400 | -280 | -0.42% | Q1 2026 | May 12, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Reduced | 65,953 | 4,953 | 0.75% | 0.61% | 401 | -38 | -0.06% | Q1 2026 | May 01, 2026 |
| Creekside Partners | History | Added to | 65,890 | 4,948 | 2.04% | 1.92% | 402 | +4,100 | 6.64% | Q1 2026 | Apr 21, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 65,461 | 4,916 | 0.09% | 0.09% | 403 | -2,100 | -3.11% | Q1 2026 | Apr 20, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 64,992 | 4,880 | 0.64% | 0.62% | 404 | -3,467 | -5.06% | Q1 2026 | May 08, 2026 |
| NBC SECURITIES, INC. | History | Added to | 64,952 | 4,877 | 0.37% | 0.32% | 405 | +6,982 | 12.04% | Q1 2026 | Apr 14, 2026 |
| Advisor OS, LLC | History | Added to | 64,355 | 4,833 | 0.35% | 0.35% | 406 | +5,380 | 9.12% | Q1 2026 | May 07, 2026 |
| Ramiah Investment Group | History | Added to | 63,873 | 4,796 | 4.82% | 4.39% | 407 | +2,866 | 4.7% | Q1 2026 | Apr 21, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Reduced | 63,691 | 4,783 | 0.95% | 1.13% | 408 | -9,205 | -12.63% | Q1 2026 | May 08, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 63,156 | 4,743 | 0.06% | 0.05% | 409 | -818 | -1.28% | Q1 2026 | May 15, 2026 |
| Alta Advisers Ltd | History | Reduced | 63,036 | 4,734 | 1.71% | 1.75% | 410 | -2,721 | -4.14% | Q1 2026 | May 07, 2026 |
| Kelsey Financial, LLC | History | Reduced | 62,172 | 4,669 | 4.08% | 4.49% | 411 | -8,868 | -12.48% | Q1 2026 | May 06, 2026 |
| Mosaic Advisors LLC | History | No change | 57,705 | 4,638 | 6.94% | 8.14% | 412 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 61,629 | 4,628 | 0.02% | — | 413 | +61,629 | New | Q1 2026 | May 12, 2026 |
| Coastline Trust Co | History | Added to | 61,350 | 4,607 | 0.46% | 0.42% | 414 | +1,000 | 1.66% | Q1 2026 | Apr 03, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 61,297 | 4,603 | 0.29% | 0.01% | 415 | +59,743 | 3844.47% | Q1 2026 | Jun 09, 2026 |
| Squarepoint Ops LLC | History | Added to | 60,972 | 4,578 | 0.01% | 0.0% | 416 | +34,363 | 129.14% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 61,405 | 4,516 | 0.09% | 0.09% | 417 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Prospera Financial Services Inc | History | Added to | 60,055 | 4,510 | 0.07% | 0.07% | 418 | +3,678 | 6.52% | Q1 2026 | Apr 14, 2026 |
| SNS Financial Group, LLC | History | Reduced | 59,721 | 4,485 | 0.39% | 0.39% | 419 | -1,146 | -1.88% | Q1 2026 | Apr 14, 2026 |
| Roundview Capital LLC | History | Added to | 59,374 | 4,458 | 0.28% | 0.22% | 420 | +10,185 | 20.71% | Q1 2026 | May 08, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 59,007 | 4,431 | 0.24% | 0.22% | 421 | +1,724 | 3.01% | Q1 2026 | May 14, 2026 |
| Prospera Capital Management, LLC | History | Added to | 58,210 | 4,371 | 2.19% | 2.14% | 422 | +574 | 1.0% | Q1 2026 | Apr 08, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 57,933 | 4,350 | 1.53% | 1.6% | 423 | -2,019 | -3.37% | Q1 2026 | Apr 21, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 57,400 | 4,314 | 0.0% | 0.0% | 424 | +7,036 | 13.97% | Q1 2026 | May 14, 2026 |
| M3 Wealth Management, LLC | History | Added to | 57,390 | 4,309 | 3.32% | 3.12% | 425 | +5,357 | 10.3% | Q1 2026 | May 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 57,213 | 4,296 | 0.02% | 0.02% | 426 | +18,159 | 46.5% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 57,058 | 4,285 | 0.05% | 0.04% | 427 | +3,231 | 6.0% | Q1 2026 | Apr 28, 2026 |
| Northstar Group, Inc. | History | Added to | 57,053 | 4,284 | 0.61% | 0.54% | 428 | +3,479 | 6.49% | Q1 2026 | Apr 28, 2026 |
| DF DENT & CO INC | History | Reduced | 57,018 | 4,282 | 0.08% | 0.06% | 429 | -1,400 | -2.4% | Q1 2026 | May 15, 2026 |
| SOL Capital Management CO | History | No change | 57,430 | 4,225 | 0.38% | 0.38% | 430 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GREENLEAF TRUST | History | Reduced | 56,085 | 4,211 | 0.04% | 0.04% | 431 | -2,862 | -4.86% | Q1 2026 | Apr 27, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 55,879 | 4,196 | 0.85% | 0.83% | 432 | +661 | 1.2% | Q1 2026 | Apr 13, 2026 |
| Alpine Bank Wealth Management | History | No change | 55,705 | 4,183 | 0.61% | 0.58% | 433 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 54,948 | 4,126 | 0.01% | 0.01% | 434 | +2,034 | 3.84% | Q1 2026 | May 14, 2026 |
| Algorithmic Investment Models, LLC | History | Reduced | 54,939 | 4,125 | 5.09% | 5.1% | 435 | -1,330 | -2.36% | Q1 2026 | May 14, 2026 |
| JNBA Financial Advisors | History | Reduced | 54,858 | 4,119 | 0.34% | 0.36% | 436 | -532 | -0.96% | Q1 2026 | Apr 22, 2026 |
| HRT FINANCIAL LP | History | New | 54,725 | 4,109 | 0.01% | — | 437 | +54,725 | New | Q1 2026 | May 14, 2026 |
| Allen Investment Management, LLC | History | Added to | 54,625 | 4,102 | 0.05% | 0.02% | 438 | +26,332 | 93.07% | Q1 2026 | May 07, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 54,201 | 4,070 | 0.19% | 0.2% | 439 | -724 | -1.32% | Q1 2026 | Apr 28, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 54,148 | 4,066 | 0.06% | 0.05% | 440 | +18,060 | 50.04% | Q1 2026 | May 12, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 54,119 | 4,064 | 3.05% | 3.02% | 441 | +83 | 0.15% | Q1 2026 | Apr 16, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 53,754 | 4,036 | 0.29% | 0.2% | 442 | +14,976 | 38.62% | Q1 2026 | May 12, 2026 |
| TrueWealth Financial Partners | History | New | 53,320 | 4,004 | 1.6% | — | 443 | +53,320 | New | Q1 2026 | May 20, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 52,878 | 3,971 | 0.84% | 0.77% | 444 | +2,745 | 5.48% | Q1 2026 | Apr 13, 2026 |
| Values Added Financial LLC | History | No change | 52,632 | 3,952 | 1.66% | 1.63% | 445 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HOWE & RUSLING INC | History | Added to | 52,520 | 3,944 | 0.26% | 0.23% | 446 | +5,187 | 10.96% | Q1 2026 | Apr 28, 2026 |
| Clark Asset Management, LLC | History | Added to | 52,442 | 3,938 | 0.37% | 0.4% | 447 | +458 | 0.88% | Q1 2026 | Apr 16, 2026 |
| Aufman Associates Inc | History | Reduced | 52,248 | 3,923 | 1.92% | 2.0% | 448 | -685 | -1.29% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 52,044 | 3,908 | 0.03% | 0.02% | 449 | +12,899 | 32.95% | Q1 2026 | Apr 15, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 51,903 | 3,897 | 0.27% | 0.2% | 450 | +5 | 0.01% | Q1 2026 | May 11, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 51,802 | 3,890 | 0.38% | 0.33% | 451 | +4,502 | 9.52% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 51,765 | 3,887 | 0.01% | 0.01% | 452 | +6,813 | 15.16% | Q1 2026 | Apr 24, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 51,248 | 3,848 | 0.36% | 0.31% | 453 | +6,174 | 13.7% | Q1 2026 | Apr 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 51,143 | 3,840 | 0.07% | 0.06% | 454 | +6,311 | 14.08% | Q1 2026 | Jun 02, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 51,097 | 3,837 | 0.08% | 0.07% | 455 | +6,355 | 14.2% | Q1 2026 | Apr 27, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 50,971 | 3,827 | 0.12% | 0.12% | 456 | +556 | 1.1% | Q1 2026 | May 11, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 50,913 | 3,823 | 1.61% | 1.49% | 457 | +4,598 | 9.93% | Q1 2026 | May 11, 2026 |
| London & Capital Asset Management Ltd | History | Added to | 50,886 | 3,821 | 0.04% | 0.04% | 458 | +2,285 | 4.7% | Q1 2026 | May 15, 2026 |
| Fermata Advisors, LLC | History | Added to | 50,732 | 3,809 | 0.86% | 0.37% | 459 | +29,598 | 140.05% | Q1 2026 | Apr 08, 2026 |
| Evanson Asset Management, LLC | History | Added to | 50,441 | 3,788 | 0.2% | 0.18% | 460 | +4,148 | 8.96% | Q1 2026 | Apr 08, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | Reduced | 50,329 | 3,779 | 2.47% | 2.83% | 461 | -9,090 | -15.3% | Q1 2026 | Apr 21, 2026 |
| INTREPID FAMILY OFFICE LLC | History | No change | 50,000 | 3,755 | 3.04% | 3.17% | 462 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 49,994 | 3,754 | 0.03% | 0.04% | 463 | +7,309 | 17.12% | Q1 2026 | May 15, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 49,809 | 3,740 | 1.75% | 1.71% | 464 | +74 | 0.15% | Q1 2026 | Apr 15, 2026 |
| Farnam Financial LLC | History | Added to | 49,730 | 3,734 | 3.07% | 2.67% | 465 | +1,441 | 2.98% | Q1 2026 | Apr 27, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 49,690 | 3,731 | 0.5% | 0.37% | 466 | +11,753 | 30.98% | Q1 2026 | Apr 07, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 49,514 | 3,718 | 0.02% | 0.01% | 467 | -6,187 | -11.11% | Q1 2026 | May 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 49,498 | 3,717 | 0.09% | 0.08% | 468 | +635 | 1.3% | Q1 2026 | Apr 30, 2026 |
| Beacon Bank & Trust | History | Reduced | 49,433 | 3,712 | 0.76% | 0.77% | 469 | -2,090 | -4.06% | Q1 2026 | Apr 28, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 48,703 | 3,657 | 0.93% | 1.0% | 470 | -1,539 | -3.06% | Q1 2026 | Apr 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 48,547 | 3,645 | 0.07% | 0.06% | 471 | +7,041 | 16.96% | Q1 2026 | May 11, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 47,771 | 3,587 | 0.07% | 0.07% | 472 | -654 | -1.35% | Q1 2026 | May 14, 2026 |
| Klingman & Associates, LLC | History | Reduced | 47,597 | 3,574 | 0.17% | 0.18% | 473 | -4,060 | -7.86% | Q1 2026 | May 14, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 47,561 | 3,571 | 2.11% | 2.3% | 474 | -3,748 | -7.3% | Q1 2026 | Apr 16, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 47,456 | 3,563 | 0.99% | 1.12% | 475 | -5,635 | -10.61% | Q1 2026 | Apr 27, 2026 |
| Kendall Capital Management | History | Added to | 47,147 | 3,540 | 0.73% | 0.56% | 476 | +10,452 | 28.48% | Q1 2026 | Apr 24, 2026 |
| Sigma Planning Corp | History | Added to | 47,018 | 3,531 | 0.1% | 0.09% | 477 | +1,093 | 2.38% | Q1 2026 | May 04, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 46,909 | 3,522 | 0.06% | 0.06% | 478 | +184 | 0.39% | Q1 2026 | May 04, 2026 |
| Cloud Capital Management, LLC | History | Reduced | 46,745 | 3,510 | 1.53% | 1.66% | 479 | -1,059 | -2.22% | Q1 2026 | May 12, 2026 |
| Security Financial Services, INC. | History | Reduced | 46,179 | 3,468 | 0.55% | 0.55% | 480 | -1,203 | -2.54% | Q1 2026 | May 27, 2026 |
| Ascentis Independent Advisors | History | Added to | 45,492 | 3,416 | 0.26% | 0.13% | 481 | +34,423 | 310.99% | Q1 2026 | Apr 28, 2026 |
| First PREMIER Bank | History | Reduced | 45,372 | 3,408 | 0.79% | 0.88% | 482 | -6,942 | -13.27% | Q1 2026 | Apr 20, 2026 |
| Ironwood Financial, llc | History | Added to | 45,311 | 3,402 | 0.59% | 0.54% | 483 | +3,933 | 9.51% | Q1 2026 | Apr 16, 2026 |
| SVRN Asset Management, LLC | History | No change | 44,976 | 3,377 | 3.27% | 2.72% | 484 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 44,847 | 3,367 | 0.15% | 0.15% | 485 | +1,227 | 2.81% | Q1 2026 | Apr 28, 2026 |
| Lansing Street Advisors | History | Reduced | 44,746 | 3,360 | 0.85% | 0.85% | 486 | -401 | -0.89% | Q1 2026 | Apr 28, 2026 |
| Patten Group, Inc. | History | Added to | 44,557 | 3,346 | 0.58% | 0.58% | 487 | +1,590 | 3.7% | Q1 2026 | Apr 24, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 44,249 | 3,323 | 0.27% | 0.29% | 488 | -726 | -1.61% | Q1 2026 | May 05, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 44,083 | 3,310 | 0.4% | 0.39% | 489 | +383 | 0.88% | Q1 2026 | Apr 23, 2026 |
| Carnegie Investment Counsel | History | Reduced | 44,022 | 3,306 | 0.06% | 0.06% | 490 | -1,768 | -3.86% | Q1 2026 | May 01, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 43,787 | 3,288 | 0.25% | 0.21% | 491 | +5,890 | 15.54% | Q1 2026 | Apr 08, 2026 |
| Columbus Macro, LLC | History | Added to | 43,688 | 3,280 | 0.35% | 0.33% | 492 | +2,164 | 5.21% | Q1 2026 | Apr 21, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 43,511 | 3,267 | 0.11% | 0.11% | 493 | +527 | 1.23% | Q1 2026 | May 06, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Added to | 43,411 | 3,260 | 1.79% | 0.93% | 494 | +20,552 | 89.91% | Q1 2026 | Apr 09, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 43,402 | 3,259 | 1.11% | 1.16% | 495 | -380 | -0.87% | Q1 2026 | Apr 14, 2026 |
| Factor Wealth Management LTD | History | Reduced | 43,110 | 3,237 | 0.61% | 0.83% | 496 | -9,350 | -17.82% | Q1 2026 | Apr 20, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 42,740 | 3,209 | 0.04% | 0.04% | 497 | +8,617 | 25.25% | Q1 2026 | Apr 23, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 42,713 | 3,207 | 0.37% | 0.38% | 498 | -3,133 | -6.83% | Q1 2026 | May 11, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 42,565 | 3,196 | 0.69% | 0.68% | 499 | -1,725 | -3.89% | Q1 2026 | Apr 13, 2026 |
| FRG Family Wealth Advisors LLC | History | Added to | 42,350 | 3,180 | 0.52% | 0.43% | 500 | +4,695 | 12.47% | Q1 2026 | Apr 24, 2026 |
| Lumbard & Kellner, LLC | History | Added to | 42,302 | 3,176 | 1.1% | 1.07% | 501 | +643 | 1.54% | Q1 2026 | May 15, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 42,264 | 3,174 | 0.05% | 0.05% | 502 | +199 | 0.47% | Q1 2026 | May 15, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 42,257 | 3,173 | 2.07% | 1.98% | 503 | +186 | 0.44% | Q1 2026 | May 08, 2026 |
| NYL Investors LLC | History | Reduced | 42,199 | 3,169 | 1.2% | 1.22% | 504 | -6,690 | -13.68% | Q1 2026 | May 07, 2026 |
| Spire Wealth Management | History | Reduced | 41,853 | 3,143 | 0.11% | 0.1% | 505 | -107 | -0.26% | Q1 2026 | Apr 22, 2026 |
| Pine Ridge Advisers LLC | History | No change | 41,848 | 3,142 | 0.19% | 0.18% | 506 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Consolidated Portfolio Review Corp | History | No change | 41,848 | 3,142 | 0.29% | 0.27% | 507 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Gibson Wealth Advisors LLC | History | Reduced | 41,786 | 3,138 | 2.1% | 2.12% | 508 | -263 | -0.63% | Q1 2026 | Apr 14, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 41,485 | 3,115 | 0.54% | 0.52% | 509 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Financial Advisory Corp | History | Added to | 41,391 | 3,108 | 0.43% | 0.44% | 510 | +34 | 0.08% | Q1 2026 | Apr 10, 2026 |
| Compass Advisory Group LLC | History | Added to | 41,204 | 3,094 | 0.83% | 0.76% | 511 | +3,006 | 7.87% | Q1 2026 | Apr 21, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 41,164 | 3,091 | 0.05% | 0.05% | 512 | -2,979 | -6.75% | Q1 2026 | May 11, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 40,710 | 3,057 | 0.13% | 0.11% | 513 | +4,640 | 12.86% | Q1 2026 | May 12, 2026 |
| Navigate Wealth Management, LLC | History | New | 38,087 | 3,036 | 2.13% | — | 514 | +38,087 | New | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 40,388 | 3,031 | 0.05% | 0.04% | 515 | +11,237 | 38.55% | Q1 2026 | May 15, 2026 |
| Stokes Family Office, LLC | History | Reduced | 40,004 | 3,004 | 0.31% | 0.31% | 516 | -6,000 | -13.04% | Q1 2026 | May 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 39,990 | 3,003 | 0.0% | 0.0% | 517 | +11,838 | 42.05% | Q1 2026 | May 08, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 39,985 | 3,002 | 0.12% | 0.15% | 518 | +21,932 | 121.49% | Q1 2026 | May 15, 2026 |
| WEST BANCORPORATION INC | History | Added to | 39,911 | 2,997 | 1.5% | 1.24% | 519 | +7,638 | 23.67% | Q1 2026 | Apr 23, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Added to | 39,734 | 2,984 | 0.99% | 0.81% | 520 | +6,000 | 17.79% | Q1 2026 | Apr 22, 2026 |
| StoneX Group Inc. | History | Added to | 39,323 | 2,953 | 0.16% | 0.11% | 521 | +4,420 | 12.66% | Q1 2026 | May 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 39,129 | 2,938 | 0.06% | 0.05% | 522 | +4,927 | 14.41% | Q1 2026 | May 15, 2026 |
| Global Wealth Management, LLC | History | New | 38,709 | 2,907 | 1.58% | — | 523 | +38,709 | New | Q1 2026 | Apr 16, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 38,377 | 2,882 | 0.33% | 0.23% | 524 | +15,430 | 67.24% | Q1 2026 | May 15, 2026 |
| Bank of New Hampshire | History | No change | 38,213 | 2,869 | 0.66% | 0.63% | 525 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Added to | 37,724 | 2,833 | 2.31% | 0.34% | 526 | +32,088 | 569.34% | Q1 2026 | May 04, 2026 |
| Archer Investment Management, LLC | History | Reduced | 37,241 | 2,796 | 1.18% | 3.7% | 527 | -56,208 | -60.15% | Q1 2026 | Apr 08, 2026 |
| Evergreen Wealth Management, LLC | History | Reduced | 36,882 | 2,769 | 1.43% | 1.41% | 528 | -1,210 | -3.18% | Q1 2026 | May 01, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 36,686 | 2,755 | 1.4% | 1.42% | 529 | -1,916 | -4.96% | Q1 2026 | Apr 17, 2026 |
| Strategic Advisors LLC | History | Added to | 36,681 | 2,754 | 0.46% | 0.31% | 530 | +9,785 | 36.38% | Q1 2026 | May 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 36,634 | 2,751 | 0.11% | 0.11% | 531 | -915 | -2.44% | Q1 2026 | Apr 14, 2026 |
| Betterment LLC | History | Added to | 36,328 | 2,728 | 0.01% | 0.0% | 532 | +3,285 | 9.94% | Q1 2026 | May 14, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 36,315 | 2,727 | 0.07% | 0.07% | 533 | -18 | -0.05% | Q1 2026 | May 14, 2026 |
| Financial Planning Navigators CORP | History | Added to | 36,269 | 2,723 | 1.19% | 1.13% | 534 | +2,912 | 8.73% | Q1 2026 | Apr 21, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 36,221 | 2,720 | 0.04% | 0.04% | 535 | -1,093 | -2.93% | Q1 2026 | May 05, 2026 |
| Hamrick Investment Counsel, llc | History | Added to | 36,136 | 2,713 | 1.5% | 1.85% | 536 | +2,236 | 6.6% | Q1 2026 | May 11, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 36,056 | 2,707 | 0.42% | 0.16% | 537 | +22,670 | 169.36% | Q1 2026 | May 06, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 35,970 | 2,701 | 0.13% | 0.13% | 538 | -80 | -0.22% | Q1 2026 | May 07, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 35,632 | 2,675 | 0.4% | 0.39% | 539 | +1,610 | 4.73% | Q1 2026 | Apr 08, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 35,564 | 2,670 | 0.19% | 0.19% | 540 | +872 | 2.51% | Q1 2026 | Jul 29, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 35,452 | 2,662 | 0.57% | 0.57% | 541 | +23 | 0.06% | Q1 2026 | Apr 13, 2026 |
| Synergy Asset Management, LLC | History | Added to | 35,438 | 2,661 | 0.28% | 0.22% | 542 | +6,927 | 24.3% | Q1 2026 | May 13, 2026 |
| Composition Wealth, LLC | History | Added to | 35,193 | 2,643 | 0.04% | 0.03% | 543 | +3,361 | 10.56% | Q1 2026 | Apr 08, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 35,104 | 2,636 | 0.28% | 0.3% | 544 | -770 | -2.15% | Q1 2026 | Apr 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 35,093 | 2,635 | 0.06% | 0.06% | 545 | -1,501 | -4.1% | Q1 2026 | May 01, 2026 |
| Falcon Wealth Planning | History | Added to | 34,827 | 2,615 | 0.18% | 0.21% | 546 | +353 | 1.02% | Q1 2026 | Apr 20, 2026 |
| RFG Advisory, LLC | History | Reduced | 34,680 | 2,604 | 0.05% | 0.06% | 547 | -11,727 | -25.27% | Q1 2026 | Apr 17, 2026 |
| MGB Wealth Management, LLC | History | No change | 35,219 | 2,594 | 0.74% | 0.74% | 548 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Post Resch Tallon Group Inc. | History | Reduced | 34,014 | 2,588 | 2.09% | 2.23% | 549 | -1,953 | -5.43% | Q1 2026 | Apr 08, 2026 |
| SHAKER INVESTMENTS LLC/OH | History | Added to | 34,113 | 2,561 | 1.17% | 0.53% | 550 | +16,729 | 96.23% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 33,473 | 2,513 | 0.0% | 0.05% | 551 | -4,474,238 | -99.26% | Q1 2026 | May 12, 2026 |
| IPG Investment Advisors LLC | History | Added to | 33,472 | 2,513 | 0.43% | 0.41% | 552 | +1,472 | 4.6% | Q1 2026 | May 12, 2026 |
| True Link Financial Advisors, LLC | History | No change | 33,452 | 2,512 | 0.16% | 0.15% | 553 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| COWA, LLC | History | Added to | 33,260 | 2,497 | 0.67% | 0.74% | 554 | +3 | 0.01% | Q1 2026 | May 14, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 33,229 | 2,495 | 0.2% | 0.2% | 555 | +50 | 0.15% | Q1 2026 | May 15, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 32,835 | 2,465 | 0.16% | 0.11% | 556 | +8,559 | 35.26% | Q1 2026 | May 14, 2026 |
| Harfst & Associates, Inc. | History | New | 32,677 | 2,454 | 0.44% | — | 557 | +32,677 | New | Q1 2026 | May 12, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 32,626 | 2,450 | 0.29% | 0.29% | 558 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Truepoint, Inc. | History | Reduced | 32,578 | 2,446 | 0.05% | 0.05% | 559 | -137 | -0.42% | Q1 2026 | May 08, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 32,565 | 2,445 | 0.23% | 0.24% | 560 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Red Mountain Financial, LLC | History | Reduced | 32,557 | 2,444 | 2.3% | 2.35% | 561 | -5 | -0.02% | Q1 2026 | Apr 28, 2026 |
| MYECFO, LLC | History | Reduced | 32,495 | 2,440 | 1.02% | 1.03% | 562 | -340 | -1.04% | Q1 2026 | Apr 07, 2026 |
| Minot DeBlois Advisors LLC | History | Reduced | 32,412 | 2,434 | 2.21% | 2.16% | 563 | -317 | -0.97% | Q1 2026 | May 08, 2026 |
| CORDA Investment Management, LLC. | History | Added to | 32,249 | 2,421 | 0.17% | 0.17% | 564 | +456 | 1.43% | Q1 2026 | May 04, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 32,021 | 2,404 | 0.23% | 0.18% | 566 | +5,753 | 21.9% | Q1 2026 | May 04, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Reduced | 32,015 | 2,404 | 0.1% | 0.1% | 565 | -100 | -0.31% | Q1 2026 | Apr 29, 2026 |
| DT Investment Partners, LLC | History | Added to | 31,948 | 2,399 | 0.2% | 0.1% | 567 | +15,020 | 88.73% | Q1 2026 | May 14, 2026 |
| Midwest Trust Co | History | Added to | 31,921 | 2,397 | 0.03% | 0.02% | 568 | +5,479 | 20.72% | Q1 2026 | May 01, 2026 |
| Grove Street Fiduciary, LLC | History | Added to | 31,601 | 2,373 | 1.05% | 0.97% | 569 | +54 | 0.17% | Q1 2026 | Apr 22, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 31,545 | 2,369 | 0.17% | 0.16% | 570 | -640 | -1.99% | Q1 2026 | Apr 28, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 31,537 | 2,368 | 0.0% | 0.0% | 572 | +10,265 | 48.26% | Q1 2026 | May 15, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | Added to | 31,540 | 2,368 | 2.25% | 2.17% | 571 | +867 | 2.83% | Q1 2026 | May 27, 2026 |
| Unconventional Investor, LLC | History | Reduced | 31,518 | 2,366 | 1.12% | 1.11% | 573 | -151 | -0.48% | Q1 2026 | May 18, 2026 |
| Carroll Advisory Group, LLC | History | Reduced | 31,454 | 2,362 | 0.92% | 1.03% | 574 | -1,065 | -3.28% | Q1 2026 | Apr 22, 2026 |
| Rothschild Wealth LLC | History | Reduced | 31,433 | 2,360 | 0.21% | 0.22% | 575 | -272 | -0.86% | Q1 2026 | May 06, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Added to | 31,380 | 2,356 | 0.99% | 0.9% | 576 | +38 | 0.12% | Q1 2026 | Apr 29, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 31,342 | 2,353 | 0.34% | 0.34% | 577 | -793 | -2.47% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Advisors, LLC | History | Added to | 31,289 | 2,349 | 1.2% | 0.36% | 579 | +23,855 | 320.89% | Q1 2026 | May 06, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 31,282 | 2,349 | 0.13% | 0.13% | 578 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| S&CO INC | History | No change | 31,256 | 2,347 | 0.15% | 0.14% | 580 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 31,240 | 2,346 | 0.65% | 0.63% | 581 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 31,118 | 2,336 | 0.06% | 0.06% | 582 | -2,866 | -8.43% | Q1 2026 | May 11, 2026 |
| Ascent Advisors, LLC | History | New | 30,207 | 2,329 | 4.28% | — | 583 | +30,207 | New | Q1 2026 | Apr 29, 2026 |
| Financially in Tune, LLC | History | Added to | 31,007 | 2,328 | 2.0% | 2.08% | 584 | +745 | 2.46% | Q1 2026 | Apr 22, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 30,922 | 2,322 | 0.13% | 0.22% | 585 | +6,265 | 25.41% | Q1 2026 | Apr 22, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 31,415 | 2,285 | 0.08% | 0.08% | 586 | +4,494 | 16.69% | Q1 2026 | May 15, 2026 |
| Charis Legacy Partners, LLC | History | Reduced | 30,365 | 2,280 | 3.33% | 3.32% | 587 | -200 | -0.65% | Q1 2026 | Apr 07, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 30,327 | 2,277 | 0.28% | 0.24% | 588 | +3,132 | 11.52% | Q1 2026 | May 05, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Reduced | 30,016 | 2,254 | 0.35% | 0.41% | 589 | -5,943 | -16.53% | Q1 2026 | Jul 27, 2026 |
| SPINNAKER TRUST | History | Reduced | 29,975 | 2,251 | 0.12% | 0.24% | 590 | -30,540 | -50.47% | Q1 2026 | Apr 23, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 29,950 | 2,249 | 0.31% | 0.27% | 591 | +3,544 | 13.42% | Q1 2026 | May 13, 2026 |
| Shoker Investment Counsel, Inc. | History | Reduced | 29,901 | 2,245 | 0.67% | 0.65% | 592 | -144 | -0.48% | Q1 2026 | May 11, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 29,606 | 2,223 | 0.31% | 0.32% | 593 | -1,827 | -5.81% | Q1 2026 | May 14, 2026 |
| Purpose Unlimited Inc. | History | No change | 29,596 | 2,222 | 0.09% | 0.1% | 594 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 29,121 | 2,187 | 0.15% | 0.13% | 595 | +480 | 1.68% | Q1 2026 | May 13, 2026 |
| FF Advisors,LLC | History | Added to | 27,260 | 2,169 | 0.88% | 0.86% | 596 | +935 | 3.55% | Q1 2026 | Apr 27, 2026 |
| CENTRAL TRUST Co | History | Added to | 28,880 | 2,168 | 0.04% | 0.04% | 597 | +46 | 0.16% | Q1 2026 | Apr 17, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 28,840 | 2,165 | 1.27% | 1.15% | 598 | +1,237 | 4.48% | Q1 2026 | May 14, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 28,752 | 2,159 | 0.48% | 0.44% | 599 | +3,197 | 12.51% | Q1 2026 | Apr 21, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 28,732 | 2,157 | 0.01% | 0.01% | 600 | +3,581 | 14.24% | Q1 2026 | May 14, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 28,714 | 2,156 | 0.19% | 0.18% | 601 | -100 | -0.35% | Q1 2026 | Apr 07, 2026 |
| Waterloo Capital, L.P. | History | Added to | 28,681 | 2,153 | 0.15% | 0.07% | 602 | +14,736 | 105.67% | Q1 2026 | May 12, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Added to | 28,669 | 2,153 | 0.21% | 0.17% | 603 | +42 | 0.15% | Q1 2026 | May 15, 2026 |
| Family CFO Inc | History | Reduced | 28,567 | 2,145 | 0.96% | 0.95% | 604 | -198 | -0.69% | Q1 2026 | Apr 28, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 28,508 | 2,140 | 0.18% | 0.2% | 605 | -3,222 | -10.15% | Q1 2026 | May 05, 2026 |
| Manchester Capital Management LLC | History | No change | 28,424 | 2,134 | 0.31% | 0.28% | 606 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 28,117 | 2,111 | 0.04% | 0.04% | 607 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| National Philanthropic Trust | History | No change | 27,919 | 2,096 | 0.02% | 0.02% | 608 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Operose Advisors LLC | History | Added to | 27,876 | 2,093 | 0.49% | 0.47% | 609 | +205 | 0.74% | Q1 2026 | May 12, 2026 |
| Boltwood Capital Management | History | Reduced | 27,644 | 2,076 | 0.53% | 0.54% | 610 | -560 | -1.99% | Q1 2026 | Apr 07, 2026 |
| MBA Advisors LLC | History | Added to | 27,521 | 2,066 | 0.79% | 0.73% | 611 | +3,012 | 12.29% | Q1 2026 | Apr 20, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 27,460 | 2,062 | 0.13% | 0.1% | 612 | +5,442 | 24.72% | Q1 2026 | Apr 27, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 27,307 | 2,050 | 0.16% | 0.14% | 613 | +2,387 | 9.58% | Q1 2026 | Apr 23, 2026 |
| American Capital Advisory, LLC | History | Reduced | 27,188 | 2,041 | 0.82% | 0.87% | 614 | -122 | -0.45% | Q1 2026 | Apr 29, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 27,737 | 2,040 | 0.15% | 0.15% | 615 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MCF Advisors LLC | History | Added to | 27,039 | 2,030 | 0.09% | 0.1% | 616 | +1,479 | 5.79% | Q1 2026 | May 11, 2026 |
| Argent Trust Co | History | Added to | 26,972 | 2,025 | 0.07% | 0.04% | 617 | +9,694 | 56.11% | Q1 2026 | May 13, 2026 |
| Partners in Financial Planning | History | Reduced | 26,774 | 2,010 | 0.33% | 0.34% | 618 | -351 | -1.29% | Q1 2026 | May 11, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 26,717 | 2,006 | 0.06% | 0.07% | 619 | -2,252 | -7.77% | Q1 2026 | Apr 27, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Reduced | 24,079 | 2,003 | 1.89% | 2.42% | 620 | -100 | -0.41% | Q1 2026 | May 15, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 26,527 | 1,992 | 0.68% | 0.65% | 621 | +986 | 3.86% | Q1 2026 | Apr 08, 2026 |
| Montecito Bank & Trust | History | Added to | 26,516 | 1,991 | 0.33% | 0.3% | 622 | +1,150 | 4.53% | Q1 2026 | Apr 16, 2026 |
| MAYPORT, LLC | History | Added to | 26,188 | 1,966 | 0.37% | 0.38% | 623 | +307 | 1.19% | Q1 2026 | Apr 21, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 26,051 | 1,956 | 0.22% | 0.18% | 624 | +3,950 | 17.87% | Q1 2026 | May 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 25,982 | 1,951 | 0.03% | 0.02% | 625 | +11,128 | 74.92% | Q1 2026 | May 04, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 25,974 | 1,950 | 0.62% | 0.6% | 626 | -295 | -1.12% | Q1 2026 | Apr 27, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 25,902 | 1,945 | 0.33% | 0.34% | 627 | +98 | 0.38% | Q1 2026 | May 12, 2026 |
| GTS FINANCIAL, LLC | History | New | 32,004 | 1,941 | 1.54% | — | 628 | +32,004 | New | Q1 2026 | May 19, 2026 |
| Savvy Advisors, Inc. | History | Added to | 25,834 | 1,940 | 0.05% | 0.05% | 629 | +4,278 | 19.85% | Q1 2026 | May 11, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 25,607 | 1,923 | 0.22% | 0.23% | 630 | -51 | -0.2% | Q1 2026 | May 08, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 25,499 | 1,914 | 0.03% | 0.03% | 631 | -20 | -0.08% | Q1 2026 | May 12, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 25,467 | 1,912 | 0.21% | 0.24% | 632 | -4,636 | -15.4% | Q1 2026 | Apr 23, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 25,170 | 1,890 | 0.35% | 0.35% | 633 | +128 | 0.51% | Q1 2026 | Apr 28, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 25,049 | 1,881 | 0.19% | 0.17% | 634 | +2,393 | 10.56% | Q1 2026 | Apr 30, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | Reduced | 25,040 | 1,880 | 1.47% | 1.56% | 635 | -1,507 | -5.68% | Q1 2026 | May 04, 2026 |
| Cannon Advisors, Inc. | History | Added to | 25,007 | 1,878 | 1.39% | 1.31% | 636 | +701 | 2.88% | Q1 2026 | Apr 24, 2026 |
| R. W. Roge & Company, Inc. | History | Added to | 24,891 | 1,869 | 0.89% | 0.55% | 637 | +9,650 | 63.32% | Q1 2026 | May 01, 2026 |
| Joule Financial, LLC | History | Added to | 24,885 | 1,868 | 0.54% | 0.09% | 638 | +20,608 | 481.83% | Q1 2026 | Apr 14, 2026 |
| RS CRUM INC. | History | Reduced | 24,865 | 1,867 | 0.36% | 0.37% | 639 | -140 | -0.56% | Q1 2026 | Apr 15, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 24,696 | 1,854 | 0.1% | 0.11% | 640 | -2,139 | -7.97% | Q1 2026 | Apr 17, 2026 |
| Smithfield Trust Co | History | Reduced | 24,757 | 1,853 | 0.08% | 0.08% | 641 | -14 | -0.06% | Q1 2026 | May 08, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 24,577 | 1,845 | 0.64% | 0.63% | 642 | -11 | -0.04% | Q1 2026 | Apr 29, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 24,511 | 1,840 | 0.14% | 0.14% | 643 | -404 | -1.62% | Q1 2026 | May 28, 2026 |
| Financial Insights, Inc. | History | No change | 24,238 | 1,820 | 0.59% | 0.6% | 644 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 24,228 | 1,819 | 0.84% | 0.76% | 645 | +2,278 | 10.38% | Q1 2026 | Apr 21, 2026 |
| Anchor Investment Management, LLC | History | Added to | 24,136 | 1,812 | 0.15% | 0.12% | 646 | +3,717 | 18.2% | Q1 2026 | May 01, 2026 |
| Plancorp, LLC | History | Added to | 22,845 | 1,809 | 0.05% | 0.05% | 647 | +269 | 1.19% | Q1 2026 | Apr 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 23,998 | 1,802 | 0.08% | 0.08% | 648 | +259 | 1.09% | Q1 2026 | May 13, 2026 |
| Venture Visionary Partners LLC | History | Added to | 23,930 | 1,797 | 0.06% | 0.04% | 649 | +7,017 | 41.49% | Q1 2026 | May 14, 2026 |
| Redwood Family Wealth LLC | History | Added to | 23,917 | 1,796 | 1.75% | 0.28% | 650 | +19,976 | 506.88% | Q1 2026 | May 13, 2026 |
| HM PAYSON & CO | History | Reduced | 23,896 | 1,794 | 0.03% | 0.03% | 651 | -1,389 | -5.49% | Q1 2026 | Apr 13, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 23,849 | 1,791 | 0.2% | 0.19% | 652 | +15 | 0.06% | Q1 2026 | May 04, 2026 |
| SEMITAM BONAM LLC | History | Added to | 23,736 | 1,782 | 1.46% | 1.44% | 653 | +283 | 1.21% | Q1 2026 | Apr 21, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | New | 23,619 | 1,781 | 1.21% | — | 654 | +23,619 | New | Q1 2026 | Apr 08, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 23,643 | 1,775 | 0.13% | 0.12% | 655 | -392 | -1.63% | Q1 2026 | May 05, 2026 |
| SJBENEN ADVISORY, LLC | History | Reduced | 23,492 | 1,764 | 1.47% | 0.28% | 656 | -4,051 | -14.71% | Q1 2026 | Apr 13, 2026 |
| Atlas Brown,Inc. | History | Added to | 23,369 | 1,755 | 0.53% | 0.49% | 657 | +856 | 3.8% | Q1 2026 | Apr 17, 2026 |
| Arax Advisory Partners | History | Added to | 23,327 | 1,751 | 0.05% | 0.03% | 658 | +8,018 | 52.37% | Q1 2026 | May 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 23,318 | 1,751 | 0.14% | 0.16% | 659 | -4,244 | -15.4% | Q1 2026 | May 13, 2026 |
| Frankly Finances, LLC | History | No change | 23,294 | 1,749 | 1.58% | 1.62% | 660 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | Added to | 23,283 | 1,748 | 1.69% | 1.69% | 661 | +5 | 0.02% | Q1 2026 | Jun 11, 2026 |
| Sepio Capital, LP | History | Reduced | 23,045 | 1,730 | 0.09% | 0.1% | 662 | -2,857 | -11.03% | Q1 2026 | May 13, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 23,035 | 1,729 | 0.19% | 0.16% | 663 | +2,701 | 13.28% | Q1 2026 | Apr 24, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 22,976 | 1,725 | 0.01% | 0.01% | 664 | -4,635 | -16.79% | Q1 2026 | May 14, 2026 |
| Phillips Wealth Planners LLC | History | Reduced | 20,696 | 1,722 | 1.3% | 1.33% | 665 | -1,014 | -4.67% | Q1 2026 | May 14, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 22,752 | 1,709 | 0.19% | 0.19% | 666 | -589 | -2.52% | Q1 2026 | Apr 16, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 22,755 | 1,708 | 0.43% | 0.39% | 667 | +1,200 | 5.57% | Q1 2026 | Apr 17, 2026 |
| Harpswell Capital Advisors, LLC | History | Added to | 22,596 | 1,696 | 1.26% | 1.09% | 668 | +3,942 | 21.13% | Q1 2026 | Apr 10, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 22,506 | 1,690 | 0.06% | 0.06% | 669 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Archer Investment Corp | History | Reduced | 22,474 | 1,687 | 0.36% | 0.38% | 670 | -580 | -2.52% | Q1 2026 | May 04, 2026 |
| Ridgewood Investments LLC | History | New | 22,353 | 1,678 | 0.69% | — | 671 | +22,353 | New | Q1 2026 | Apr 03, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 22,343 | 1,677 | 0.03% | 0.04% | 672 | -5,831 | -20.7% | Q1 2026 | May 12, 2026 |
| Americana Partners, LLC | History | Added to | 22,319 | 1,676 | 0.04% | 0.04% | 673 | +3,860 | 20.91% | Q1 2026 | May 12, 2026 |
| WealthCollab, LLC | History | Reduced | 22,282 | 1,673 | 0.69% | 0.69% | 674 | -526 | -2.31% | Q1 2026 | May 13, 2026 |
| Smith Partners Wealth Management, LLC | History | Reduced | 22,055 | 1,656 | 1.48% | 1.54% | 675 | -723 | -3.17% | Q1 2026 | May 11, 2026 |
| Solstein Capital, LLC | History | Reduced | 22,035 | 1,654 | 0.68% | 0.92% | 676 | -9,158 | -29.36% | Q1 2026 | May 14, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | Added to | 22,016 | 1,653 | 0.39% | 0.22% | 677 | +9,276 | 72.81% | Q1 2026 | Apr 22, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 21,895 | 1,644 | 1.22% | 1.59% | 678 | -13,349 | -37.88% | Q1 2026 | May 08, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 21,885 | 1,643 | 0.02% | 0.02% | 679 | -6,701 | -23.44% | Q1 2026 | May 06, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 21,753 | 1,633 | 0.25% | 0.26% | 680 | -833 | -3.69% | Q1 2026 | Apr 14, 2026 |
| HEADINVEST, LLC | History | Added to | 21,665 | 1,627 | 0.33% | 0.12% | 681 | +13,465 | 164.21% | Q1 2026 | May 15, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 21,480 | 1,613 | 0.04% | — | 682 | +21,480 | New | Q1 2026 | May 15, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 21,387 | 1,606 | 0.22% | 0.22% | 683 | -35 | -0.16% | Q1 2026 | May 14, 2026 |
| HILL ISLAND FINANCIAL LLC | History | No change | 21,394 | 1,606 | 0.39% | 0.38% | 684 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 21,360 | 1,604 | 0.04% | 0.04% | 685 | +122 | 0.57% | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 19,957 | 1,603 | 0.04% | 0.03% | 686 | +1,911 | 10.59% | Q1 2026 | May 04, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 21,236 | 1,594 | 0.1% | 0.1% | 687 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Avestar Capital, LLC | History | No change | 21,211 | 1,593 | 0.1% | 0.1% | 688 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 21,169 | 1,590 | 0.05% | 0.05% | 689 | -198 | -0.93% | Q1 2026 | Apr 21, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 20,926 | 1,571 | 0.27% | 0.21% | 690 | +4,276 | 25.68% | Q1 2026 | May 04, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 20,839 | 1,565 | 0.41% | 0.41% | 691 | -583 | -2.72% | Q1 2026 | Apr 15, 2026 |
| Ascent Group, LLC | History | Reduced | 20,822 | 1,563 | 0.05% | 0.06% | 692 | -2,200 | -9.56% | Q1 2026 | May 15, 2026 |
| Briggs Wealth Management, Inc | History | Added to | 20,705 | 1,554 | 1.65% | 1.62% | 693 | +240 | 1.17% | Q1 2026 | May 15, 2026 |
| Greenhouse Wealth Management, LLC | History | Reduced | 20,620 | 1,548 | 0.96% | 0.9% | 694 | -177 | -0.85% | Q1 2026 | Apr 23, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 20,610 | 1,547 | 0.06% | 0.06% | 695 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| J. Safra Sarasin Holding AG | History | New | 20,562 | 1,544 | 0.03% | — | 696 | +20,562 | New | Q1 2026 | May 04, 2026 |
| Orcam Financial Group | History | Added to | 20,498 | 1,539 | 1.09% | 1.09% | 697 | +682 | 3.44% | Q1 2026 | May 12, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 20,444 | 1,535 | 0.01% | 0.01% | 698 | -523 | -2.49% | Q1 2026 | May 05, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 20,439 | 1,534 | 0.15% | 0.15% | 700 | -870 | -4.08% | Q1 2026 | May 11, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 20,432 | 1,534 | 0.06% | 0.07% | 699 | -398 | -1.91% | Q1 2026 | Apr 30, 2026 |
| Asempa Wealth Advisors | History | Reduced | 19,997 | 1,521 | 1.32% | 1.34% | 701 | -1,169 | -5.52% | Q1 2026 | Apr 08, 2026 |
| SUSQUEHANNA ADVISORS GROUP, INC. | History | No change | 20,250 | 1,520 | 0.05% | 0.02% | 702 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LexAurum Advisors, LLC | History | New | 20,175 | 1,515 | 0.2% | — | 703 | +20,175 | New | Q1 2026 | Apr 13, 2026 |
| WFA of San Diego, LLC | History | Reduced | 20,173 | 1,514 | 1.21% | 1.09% | 704 | -18 | -0.09% | Q1 2026 | May 11, 2026 |
| Curbstone Financial Management Corp | History | No change | 20,028 | 1,504 | 0.29% | 0.28% | 705 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| RBF Capital, LLC | History | No change | 20,000 | 1,502 | 0.07% | 0.07% | 706 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Stockman Wealth Management, Inc. | History | Reduced | 19,985 | 1,500 | 0.17% | 0.17% | 707 | -44 | -0.22% | Q1 2026 | Apr 13, 2026 |
| City State Bank | History | Added to | 19,892 | 1,493 | 0.39% | 0.39% | 708 | +350 | 1.79% | Q1 2026 | Apr 20, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 19,812 | 1,487 | 0.08% | 0.09% | 709 | -1,800 | -8.33% | Q1 2026 | Apr 29, 2026 |
| WealthBridge Investment Counsel Inc. | History | Added to | 19,786 | 1,486 | 0.45% | 0.42% | 710 | +946 | 5.02% | Q1 2026 | Apr 08, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 19,745 | 1,482 | 0.11% | 0.11% | 711 | -509 | -2.51% | Q1 2026 | Apr 22, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 19,588 | 1,471 | 0.79% | 0.75% | 712 | +28 | 0.14% | Q1 2026 | May 14, 2026 |
| WealthShield Partners, LLC | History | Added to | 19,564 | 1,469 | 0.16% | 0.16% | 714 | +242 | 1.25% | Q1 2026 | May 01, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 19,570 | 1,469 | 0.11% | 0.1% | 713 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Aries Wealth Management | History | Reduced | 19,547 | 1,467 | 0.32% | 0.32% | 715 | -62 | -0.32% | Q1 2026 | May 14, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 19,478 | 1,463 | 0.1% | 0.1% | 716 | -575 | -2.87% | Q1 2026 | Apr 28, 2026 |
| UMB Bank, n.a. | History | Reduced | 19,474 | 1,462 | 0.02% | 0.02% | 717 | -2,026 | -9.42% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 19,883 | 1,462 | 0.03% | 0.03% | 718 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Zhang Financial LLC | History | Added to | 19,373 | 1,454 | 0.05% | 0.03% | 719 | +6,672 | 52.53% | Q1 2026 | May 06, 2026 |
| Texas Bank & Trust Co | History | Reduced | 19,365 | 1,454 | 0.55% | 0.54% | 720 | -693 | -3.45% | Q1 2026 | Apr 30, 2026 |
| Elm Partners Management LLC | History | Added to | 19,868 | 1,445 | 0.06% | 0.03% | 721 | +10,706 | 116.85% | Q1 2026 | May 13, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Reduced | 19,196 | 1,442 | 0.07% | 0.09% | 722 | -6,375 | -24.93% | Q1 2026 | Apr 27, 2026 |
| Westfuller Advisors, LLC | History | Added to | 19,194 | 1,441 | 0.62% | 0.35% | 723 | +7,367 | 62.29% | Q1 2026 | Apr 28, 2026 |
| Keystone Financial Group | History | Reduced | 19,071 | 1,432 | 0.1% | 0.11% | 724 | -235 | -1.22% | Q1 2026 | May 13, 2026 |
| SkyOak Wealth, LLC | History | Added to | 19,013 | 1,427 | 0.26% | 0.25% | 726 | +190 | 1.01% | Q1 2026 | Apr 30, 2026 |
| Sargent Investment Group, LLC | History | No change | 19,013 | 1,427 | 0.19% | 0.18% | 725 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| IFC & Insurance Marketing, Inc. | History | Reduced | 18,981 | 1,425 | 1.49% | 1.46% | 727 | -975 | -4.89% | Q1 2026 | Apr 16, 2026 |
| 1492 Capital Management LLC | History | Reduced | 18,962 | 1,424 | 0.54% | 0.54% | 728 | -250 | -1.3% | Q1 2026 | Apr 22, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 18,859 | 1,416 | 0.07% | 0.08% | 729 | -945 | -4.77% | Q1 2026 | May 07, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 18,700 | 1,404 | 0.04% | 0.04% | 730 | -1,082 | -5.47% | Q1 2026 | Apr 28, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 18,599 | 1,396 | 0.09% | 0.08% | 731 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HORAN Wealth, LLC | History | Added to | 18,864 | 1,391 | 0.13% | 0.11% | 732 | +9,432 | 100.0% | Q1 2026 | May 08, 2026 |
| NOVEM GROUP | History | Added to | 18,148 | 1,362 | 0.16% | 0.15% | 733 | +1 | 0.01% | Q1 2026 | Apr 10, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 18,043 | 1,355 | 0.05% | 0.04% | 734 | +120 | 0.67% | Q1 2026 | Apr 21, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 17,931 | 1,345 | 0.05% | 0.05% | 735 | -787 | -4.2% | Q1 2026 | Apr 07, 2026 |
| MontVue Capital Management, Inc. | History | Reduced | 17,884 | 1,343 | 0.92% | 0.91% | 736 | -670 | -3.61% | Q1 2026 | Apr 16, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | No change | 17,621 | 1,323 | 0.09% | 0.09% | 737 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Caitlin John, LLC | History | Reduced | 17,554 | 1,318 | 0.79% | 1.17% | 738 | -6,821 | -27.98% | Q1 2026 | May 13, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 17,783 | 1,308 | 0.09% | 0.09% | 739 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 17,406 | 1,307 | 0.06% | 0.06% | 740 | +26 | 0.15% | Q1 2026 | May 12, 2026 |
| Snider Financial Group | History | Reduced | 17,396 | 1,306 | 0.39% | 0.45% | 741 | -5,371 | -23.59% | Q1 2026 | Apr 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 17,376 | 1,304 | 0.01% | 0.13% | 742 | -129,744 | -88.19% | Q1 2026 | Apr 23, 2026 |
| Investment Management Trust, LLC | History | New | 17,281 | 1,297 | 1.26% | — | 743 | +17,281 | New | Q1 2026 | Apr 24, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 17,101 | 1,284 | 0.02% | 0.01% | 744 | +7,871 | 85.28% | Q1 2026 | May 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 16,937 | 1,271 | 0.02% | 0.02% | 746 | +471 | 2.86% | Q1 2026 | Apr 21, 2026 |
| PARTHENON LLC | History | No change | 16,928 | 1,271 | 0.15% | 0.13% | 745 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 16,909 | 1,269 | 0.18% | 0.18% | 748 | -1,172 | -6.48% | Q1 2026 | May 15, 2026 |
| Johnson Financial Group, Inc. | History | No change | 16,900 | 1,269 | 0.05% | 0.05% | 747 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| OneAscent Financial Services LLC | History | Added to | 16,843 | 1,264 | 0.07% | 0.1% | 749 | +2,542 | 17.77% | Q1 2026 | Apr 21, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 16,758 | 1,259 | 0.05% | 0.05% | 750 | +158 | 0.95% | Q1 2026 | May 12, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 16,678 | 1,252 | 0.01% | 0.0% | 751 | +6,216 | 59.42% | Q1 2026 | May 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 16,683 | 1,252 | 0.12% | 0.1% | 752 | +1,066 | 6.83% | Q1 2026 | May 01, 2026 |
| BWM Planning, LLC | History | No change | 16,632 | 1,249 | 0.33% | 0.33% | 753 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 16,569 | 1,244 | 0.07% | 0.07% | 754 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Western Wealth Management, LLC | History | Added to | 16,506 | 1,239 | 0.05% | 0.03% | 755 | +6,641 | 67.32% | Q1 2026 | Jun 18, 2026 |
| HighPoint Advisor Group LLC | History | New | 16,462 | 1,236 | 0.05% | — | 756 | +16,462 | New | Q1 2026 | May 14, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | No change | 14,858 | 1,221 | 0.77% | 0.85% | 757 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Garde Capital, Inc. | History | Added to | 16,233 | 1,219 | 0.07% | 0.07% | 758 | +368 | 2.32% | Q1 2026 | Apr 28, 2026 |
| New Perspectives, Inc | History | Reduced | 16,140 | 1,212 | 0.42% | 0.43% | 759 | -600 | -3.58% | Q1 2026 | Apr 21, 2026 |
| Red Tortoise LLC | History | Added to | 16,112 | 1,210 | 0.5% | 0.5% | 760 | +24 | 0.15% | Q1 2026 | Apr 21, 2026 |
| Capstone Wealth Management, Inc. | History | Reduced | 15,927 | 1,209 | 1.03% | 1.09% | 761 | -786 | -4.7% | Q1 2026 | May 15, 2026 |
| BCR Wealth Strategies, LLC | History | Added to | 15,967 | 1,199 | 0.38% | 0.32% | 762 | +3,043 | 23.55% | Q1 2026 | May 01, 2026 |
| Colter Lewis Investment Partners LLC | History | Added to | 15,958 | 1,198 | 1.13% | 0.9% | 763 | +5,426 | 51.52% | Q1 2026 | May 15, 2026 |
| ProVise Management Group, LLC | History | Reduced | 15,883 | 1,192 | 0.09% | 0.09% | 764 | -851 | -5.09% | Q1 2026 | May 06, 2026 |
| Brewster Financial Planning LLC | History | No change | 15,854 | 1,190 | 0.72% | 0.72% | 765 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Andrews Advisory Associates, LLC | History | Added to | 15,812 | 1,187 | 0.62% | 0.62% | 766 | +11 | 0.07% | Q1 2026 | May 14, 2026 |
| Allegheny Financial Group | History | Added to | 15,765 | 1,183 | 0.16% | 0.17% | 767 | +65 | 0.41% | Q1 2026 | Apr 16, 2026 |
| Syverson Strege & Co | History | No change | 15,718 | 1,180 | 0.28% | 0.27% | 768 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | No change | 15,681 | 1,177 | 0.28% | 0.27% | 769 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Bill Few Associates, Inc. | History | Added to | 15,658 | 1,175 | 0.28% | 0.27% | 770 | +808 | 5.44% | Q1 2026 | Apr 08, 2026 |
| VICUS CAPITAL | History | No change | 15,593 | 1,171 | 0.09% | 0.09% | 771 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Englebert Financial Advisers, LLC | History | Reduced | 15,553 | 1,168 | 1.33% | 1.37% | 772 | -737 | -4.52% | Q1 2026 | Apr 22, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 15,876 | 1,167 | 0.06% | 0.05% | 773 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Financial Alternatives, Inc | History | Reduced | 15,534 | 1,166 | 0.63% | 0.67% | 774 | -45 | -0.29% | Q1 2026 | May 01, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 15,483 | 1,162 | 0.04% | 0.04% | 775 | +415 | 2.75% | Q1 2026 | Apr 08, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | No change | 15,400 | 1,156 | 0.09% | 0.09% | 776 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 15,303 | 1,149 | 0.22% | 0.15% | 777 | +2,048 | 15.45% | Q1 2026 | May 11, 2026 |
| Krilogy Financial LLC | History | Added to | 14,265 | 1,148 | 0.04% | 0.02% | 778 | +7,040 | 97.44% | Q1 2026 | Apr 17, 2026 |
| Ellenbecker Investment Group | History | Reduced | 15,282 | 1,147 | 0.15% | 0.16% | 779 | -751 | -4.68% | Q1 2026 | Apr 23, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 13,739 | 1,144 | 0.02% | 0.01% | 780 | +8,030 | 140.66% | Q1 2026 | May 11, 2026 |
| Sandhill Capital Partners LLC | History | New | 15,224 | 1,143 | 0.1% | — | 782 | +15,224 | New | Q1 2026 | May 14, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 15,220 | 1,143 | 0.15% | 0.17% | 781 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Oak Wealth Advisors LLC | History | No change | 15,203 | 1,141 | 0.63% | 0.64% | 783 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 15,154 | 1,138 | 0.07% | 0.04% | 784 | +6,413 | 73.37% | Q1 2026 | Apr 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 15,166 | 1,138 | 0.02% | 0.02% | 785 | +184 | 1.23% | Q1 2026 | Apr 07, 2026 |
| New Covenant Trust Company, N.A. | History | Reduced | 15,113 | 1,134 | 1.01% | 1.06% | 786 | -638 | -4.05% | Q1 2026 | Apr 17, 2026 |
| UNION SAVINGS BANK | History | Added to | 15,098 | 1,133 | 0.5% | 0.27% | 787 | +6,774 | 81.38% | Q1 2026 | Apr 17, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Reduced | 15,061 | 1,131 | 0.22% | 0.23% | 788 | -63 | -0.42% | Q1 2026 | Apr 24, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 15,058 | 1,130 | 0.43% | 0.53% | 789 | +149 | 1.0% | Q1 2026 | May 15, 2026 |
| Procyon Advisors, LLC | History | Added to | 15,035 | 1,129 | 0.06% | 0.05% | 790 | +337 | 2.29% | Q1 2026 | May 04, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 15,022 | 1,128 | 0.13% | 0.12% | 791 | -100 | -0.66% | Q1 2026 | Apr 16, 2026 |
| Cassia Capital Partners, LLC | History | Added to | 14,973 | 1,124 | 0.58% | 0.37% | 792 | +5,684 | 61.19% | Q1 2026 | Apr 24, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 14,949 | 1,122 | 0.12% | 0.14% | 793 | -350 | -2.29% | Q1 2026 | May 11, 2026 |
| ArborFi Advisors, LLC | History | Reduced | 14,953 | 1,122 | 0.92% | 0.9% | 794 | -128 | -0.85% | Q1 2026 | Apr 29, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | New | 14,894 | 1,118 | 0.01% | — | 795 | +14,894 | New | Q1 2026 | May 15, 2026 |
| Pioneer Wealth Management Group | History | Reduced | 14,821 | 1,113 | 0.31% | 0.4% | 797 | -3,264 | -18.05% | Q1 2026 | Apr 08, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 14,771 | 1,113 | 0.04% | 0.14% | 796 | +3,238 | 28.08% | Q1 2026 | May 14, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 14,804 | 1,111 | 0.1% | 0.1% | 798 | -375 | -2.47% | Q1 2026 | May 12, 2026 |
| Life Planning Partners, Inc | History | Reduced | 14,783 | 1,110 | 0.85% | 0.84% | 799 | -191 | -1.28% | Q1 2026 | Apr 28, 2026 |
| Root Financial Partners, LLC | History | Reduced | 14,735 | 1,106 | 0.05% | 0.06% | 801 | -413 | -2.73% | Q1 2026 | Apr 24, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 14,728 | 1,106 | 0.02% | 0.02% | 800 | -360 | -2.39% | Q1 2026 | Apr 15, 2026 |
| Smith & Howard Wealth Management, LLC | History | Reduced | 14,669 | 1,101 | 0.24% | 0.24% | 802 | -141 | -0.95% | Q1 2026 | Apr 27, 2026 |
| WASHINGTON CAPITAL MANAGEMENT, INC | History | No change | 14,570 | 1,094 | 0.92% | 0.87% | 803 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | Reduced | 14,464 | 1,086 | 0.26% | 0.25% | 804 | -250 | -1.7% | Q1 2026 | Apr 16, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 14,335 | 1,076 | 0.19% | 0.2% | 805 | -785 | -5.19% | Q1 2026 | May 05, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 14,255 | 1,070 | 0.11% | 0.11% | 806 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Wealth Architects, LLC | History | No change | 14,186 | 1,065 | 0.09% | 0.09% | 807 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Added to | 14,175 | 1,064 | 0.32% | 0.31% | 808 | +1 | 0.01% | Q1 2026 | Aug 07, 2026 |
| One Degree Advisors Inc | History | Reduced | 14,143 | 1,062 | 0.28% | 0.29% | 809 | -17 | -0.12% | Q1 2026 | May 01, 2026 |
| GSG Advisors LLC | History | Added to | 14,045 | 1,054 | 0.27% | 0.2% | 810 | +3,648 | 35.09% | Q1 2026 | May 13, 2026 |
| My Portfolio Guide, LLC | History | New | 14,034 | 1,053 | 0.58% | — | 811 | +14,034 | New | Q1 2026 | May 05, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | New | 14,000 | 1,051 | 0.08% | — | 813 | +14,000 | New | Q1 2026 | May 15, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 14,006 | 1,051 | 0.8% | 0.76% | 812 | -50 | -0.36% | Q1 2026 | May 08, 2026 |
| Davis Capital Management | History | Reduced | 13,972 | 1,049 | 0.71% | 0.72% | 814 | -275 | -1.93% | Q1 2026 | Apr 16, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 13,945 | 1,047 | 0.06% | 0.06% | 815 | -10 | -0.07% | Q1 2026 | May 06, 2026 |
| Manske Wealth Management | History | No change | 13,849 | 1,040 | 0.29% | 0.3% | 816 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Chemistry Wealth Management LLC | History | No change | 13,848 | 1,039 | 0.18% | 0.19% | 817 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Elevation Advisory Partners LLC | History | New | 13,010 | 1,027 | 0.96% | — | 818 | +13,010 | New | Q1 2026 | May 08, 2026 |
| CHOREO, LLC | History | Reduced | 13,669 | 1,026 | 0.01% | 0.01% | 819 | -399 | -2.84% | Q1 2026 | May 12, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 13,607 | 1,021 | 0.02% | 0.02% | 820 | -2,477 | -15.4% | Q1 2026 | May 13, 2026 |
| Cascade Investment Advisors, Inc. | History | New | 13,517 | 1,015 | 0.6% | — | 822 | +13,517 | New | Q1 2026 | Apr 13, 2026 |
| Rossby Financial, LCC | History | Added to | 13,341 | 1,015 | 0.21% | 0.19% | 821 | +5,002 | 59.98% | Q1 2026 | May 11, 2026 |
| Painted Porch Advisors LLC | History | New | 13,441 | 1,009 | 0.48% | — | 823 | +13,441 | New | Q1 2026 | May 14, 2026 |
| Skyline Advisors, Inc. | History | Added to | 13,413 | 1,007 | 0.35% | 0.33% | 824 | +1 | 0.01% | Q1 2026 | Apr 20, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 13,286 | 997 | 0.02% | 0.02% | 825 | -1,159 | -8.02% | Q1 2026 | May 08, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 13,151 | 987 | 0.0% | 0.0% | 826 | -734 | -5.29% | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 13,108 | 984 | 0.03% | 0.03% | 827 | +556 | 4.43% | Q1 2026 | May 12, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 13,080 | 982 | 0.2% | 0.21% | 828 | -395 | -2.93% | Q1 2026 | Apr 23, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 13,002 | 976 | 0.08% | 0.08% | 829 | -332 | -2.49% | Q1 2026 | May 01, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 12,993 | 975 | 0.58% | 0.57% | 830 | +11,326 | 679.42% | Q1 2026 | Apr 16, 2026 |
| Heirloom Wealth Management | History | New | 12,968 | 973 | 0.18% | — | 832 | +12,968 | New | Q1 2026 | Apr 14, 2026 |
| MBL Wealth, LLC | History | Reduced | 12,964 | 973 | 0.07% | 0.1% | 831 | -3,632 | -21.88% | Q1 2026 | Apr 28, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 12,807 | 961 | 0.04% | 0.08% | 833 | -19,097 | -59.86% | Q1 2026 | Apr 28, 2026 |
| Capital International Investors | History | Reduced | 13,159 | 957 | 0.0% | 0.0% | 834 | -25,205 | -65.7% | Q1 2026 | May 13, 2026 |
| Trevian Wealth Management LLC | History | Reduced | 12,721 | 955 | 0.47% | 0.52% | 835 | -2,192 | -14.7% | Q1 2026 | Apr 21, 2026 |
| Richard C. Young & CO., LTD. | History | Reduced | 12,649 | 949 | 0.08% | 0.08% | 836 | -81 | -0.64% | Q1 2026 | May 07, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 12,517 | 940 | 0.18% | 0.15% | 839 | +2,430 | 24.09% | Q1 2026 | Apr 21, 2026 |
| World Investment Advisors | History | Added to | 12,519 | 940 | 0.02% | 0.01% | 837 | +2,050 | 19.58% | Q1 2026 | Apr 27, 2026 |
| Proficio Capital Partners LLC | History | Added to | 12,530 | 940 | 0.05% | 0.06% | 838 | +9 | 0.07% | Q1 2026 | May 14, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | No change | 12,500 | 938 | 0.28% | 0.27% | 840 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 12,396 | 930 | 0.01% | 0.01% | 841 | +2,421 | 24.27% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 12,328 | 925 | 0.02% | 0.02% | 842 | +816 | 7.09% | Q1 2026 | May 15, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 12,231 | 918 | 0.01% | 0.01% | 843 | +238 | 1.98% | Q1 2026 | May 14, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Added to | 11,513 | 911 | 0.01% | 0.01% | 844 | +1,943 | 20.3% | Q1 2026 | Apr 13, 2026 |
| CAPE ANN SAVINGS BANK | History | Added to | 12,080 | 907 | 0.46% | 0.3% | 845 | +4,020 | 49.88% | Q1 2026 | Apr 27, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 12,082 | 907 | 0.03% | 0.03% | 846 | +319 | 2.71% | Q1 2026 | Apr 17, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 10,933 | 906 | 0.05% | 0.05% | 847 | +162 | 1.5% | Q1 2026 | May 14, 2026 |
| Farrell Financial LLC | History | Reduced | 12,073 | 906 | 0.54% | 0.53% | 848 | -156 | -1.28% | Q1 2026 | Apr 13, 2026 |
| Phraction Management LLC | History | Added to | 12,062 | 905 | 0.19% | 0.23% | 849 | +97 | 0.81% | Q1 2026 | Apr 23, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 12,044 | 904 | 0.14% | 0.16% | 850 | +1 | 0.01% | Q1 2026 | Apr 17, 2026 |
| Glaxis Capital Management, LLC | History | Reduced | 6,185 | 901 | 1.13% | 1.56% | 852 | -195 | -3.06% | Q1 2026 | May 11, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 12,000 | 901 | 0.01% | 0.01% | 851 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Collaborative Fund Advisors, LLC | History | New | 11,986 | 900 | 0.56% | — | 854 | +11,986 | New | Q1 2026 | Apr 28, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 11,996 | 900 | 0.02% | 0.01% | 853 | -55 | -0.46% | Q1 2026 | Apr 21, 2026 |
| REBALANCE, LLC | History | Reduced | 11,953 | 897 | 0.05% | 0.05% | 855 | -1 | -0.01% | Q1 2026 | May 11, 2026 |
| Occidental Asset Management, LLC | History | Added to | 11,859 | 890 | 0.11% | 0.1% | 856 | +600 | 5.33% | Q1 2026 | Apr 15, 2026 |
| Forza Wealth Management, LLC | History | No change | 11,820 | 887 | 0.31% | 0.31% | 857 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| KDT Advisors, LLC | History | No change | 11,705 | 879 | 1.4% | 1.21% | 858 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| One Day In July LLC | History | Reduced | 11,610 | 871 | 0.07% | 0.07% | 859 | -3 | -0.03% | Q1 2026 | May 05, 2026 |
| Brookstone Capital Management | History | Added to | 11,593 | 870 | 0.01% | 0.01% | 861 | +760 | 7.02% | Q1 2026 | Apr 16, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Added to | 11,597 | 870 | 0.24% | 0.22% | 860 | +330 | 2.93% | Q1 2026 | May 04, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 11,595 | 870 | 0.09% | 0.09% | 862 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Marble Wealth, LLC | History | Added to | 11,559 | 868 | 0.15% | 0.12% | 863 | +2 | 0.02% | Q1 2026 | May 14, 2026 |
| Busey Bank | History | No change | 11,554 | 867 | 0.02% | 0.02% | 864 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 11,515 | 864 | 0.03% | 0.03% | 865 | -979 | -7.84% | Q1 2026 | May 12, 2026 |
| Solidarity Wealth, LLC | History | Added to | 11,490 | 862 | 0.17% | 0.08% | 866 | +6,267 | 119.99% | Q1 2026 | Apr 29, 2026 |
| Edge Financial Advisors LLC | History | No change | 11,719 | 862 | 0.36% | 0.36% | 867 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 11,453 | 860 | 0.11% | 0.09% | 868 | +2,525 | 28.28% | Q1 2026 | Apr 28, 2026 |
| AIMZ Investment Advisors, LLC | History | Reduced | 11,433 | 858 | 0.27% | 0.24% | 869 | -100 | -0.87% | Q1 2026 | May 15, 2026 |
| Dentgroup LLC | History | No change | 11,556 | 850 | 0.58% | 0.58% | 870 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Retirement Planning Group, LLC | History | Added to | 11,306 | 849 | 0.03% | 0.02% | 871 | +3,644 | 47.56% | Q1 2026 | May 04, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 11,296 | 848 | 0.37% | 0.41% | 872 | +24 | 0.21% | Q1 2026 | Apr 24, 2026 |
| Cannell & Spears LLC | History | Reduced | 11,280 | 847 | 0.02% | 0.02% | 873 | -278 | -2.41% | Q1 2026 | May 15, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 11,271 | 846 | 0.06% | 0.06% | 874 | -127 | -1.11% | Q1 2026 | May 05, 2026 |
| Traveka Wealth, LLC | History | No change | 11,232 | 843 | 0.32% | 0.34% | 875 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 11,208 | 841 | 0.01% | 0.01% | 876 | +317 | 2.91% | Q1 2026 | May 13, 2026 |
| EASTERN BANK | History | No change | 11,200 | 841 | 0.01% | 0.01% | 877 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Murphy Pohlad Asset Management LLC | History | Added to | 11,149 | 837 | 0.3% | 0.29% | 878 | +846 | 8.21% | Q1 2026 | Apr 14, 2026 |
| Probity Advisors, Inc. | History | Reduced | 11,138 | 836 | 0.13% | 0.15% | 879 | -1,224 | -9.9% | Q1 2026 | Apr 28, 2026 |
| Trace Wealth Advisors, LLC | History | No change | 11,114 | 834 | 0.63% | 0.59% | 880 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Asset Dedication, LLC | History | Reduced | 11,066 | 831 | 0.06% | 0.07% | 881 | -3,042 | -21.56% | Q1 2026 | May 29, 2026 |
| ALLSTREET CAPITAL ADVISORS LLC | History | Reduced | 11,061 | 830 | 0.61% | 0.75% | 882 | -2,967 | -21.15% | Q1 2026 | Jul 16, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 11,048 | 829 | 0.07% | 0.06% | 883 | -50 | -0.45% | Q1 2026 | May 14, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 11,021 | 827 | 0.06% | 0.06% | 884 | -1,340 | -10.84% | Q1 2026 | May 06, 2026 |
| NorthRock Partners, LLC | History | Added to | 11,003 | 826 | 0.01% | 0.01% | 885 | +3,399 | 44.7% | Q1 2026 | May 15, 2026 |
| Vilga Financial Planning LLC | History | No change | 11,000 | 826 | 0.74% | 0.77% | 886 | 0 | 0.0% | Q1 2026 | Jun 22, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 10,996 | 825 | 0.01% | 0.01% | 887 | +2,535 | 29.96% | Q1 2026 | May 08, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 10,997 | 825 | 0.07% | 0.07% | 888 | -50 | -0.45% | Q1 2026 | Apr 08, 2026 |
| CAPITAL CITY TRUST CO/FL | History | No change | 10,968 | 823 | 0.19% | 0.18% | 889 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 10,838 | 813 | 0.04% | 0.04% | 890 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Slow Capital, Inc. | History | Reduced | 10,811 | 811 | 0.11% | 0.13% | 891 | -4,380 | -28.83% | Q1 2026 | Apr 24, 2026 |
| Rathbones Group PLC | History | Reduced | 10,731 | 805 | 0.0% | 0.0% | 892 | -1,232 | -10.3% | Q1 2026 | May 12, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Added to | 10,715 | 804 | 0.23% | 0.18% | 894 | +1,981 | 22.68% | Q1 2026 | Apr 20, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 10,711 | 804 | 0.04% | 0.04% | 893 | -166 | -1.53% | Q1 2026 | Apr 27, 2026 |
| ESL Trust Services, LLC | History | Added to | 10,661 | 800 | 0.15% | 0.11% | 895 | +3,130 | 41.56% | Q1 2026 | May 07, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 10,654 | 800 | 0.41% | 0.42% | 896 | +6 | 0.06% | Q1 2026 | Apr 10, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 10,613 | 797 | 0.01% | 0.01% | 897 | +947 | 9.8% | Q1 2026 | May 07, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 10,596 | 795 | 0.07% | 0.06% | 898 | +407 | 3.99% | Q1 2026 | Apr 20, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 10,513 | 789 | 0.11% | 0.12% | 899 | +34 | 0.32% | Q1 2026 | Apr 30, 2026 |
| Leo Wealth, LLC | History | Added to | 10,498 | 788 | 0.06% | 0.03% | 900 | +5,303 | 102.08% | Q1 2026 | May 05, 2026 |
| Private Capital Management, LLC | History | Added to | 10,483 | 787 | 0.08% | 0.07% | 901 | +232 | 2.26% | Q1 2026 | May 15, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | New | 10,452 | 784 | 0.09% | — | 903 | +10,452 | New | Q1 2026 | Apr 07, 2026 |
| Bull Street Advisors, LLC | History | Added to | 10,446 | 784 | 0.39% | 0.35% | 902 | +140 | 1.36% | Q1 2026 | Apr 24, 2026 |
| Callan Family Office, LLC | History | Reduced | 10,432 | 783 | 0.02% | 0.02% | 904 | -878 | -7.76% | Q1 2026 | May 13, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 10,423 | 782 | 0.01% | 0.0% | 905 | +16 | 0.15% | Q1 2026 | May 07, 2026 |
| New Millennium Group LLC | History | No change | 10,633 | 782 | 0.34% | 0.34% | 906 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 10,335 | 776 | 0.0% | 0.0% | 907 | -2,251 | -17.88% | Q1 2026 | May 14, 2026 |
| Carr Financial Group Corp | History | No change | 10,318 | 774 | 0.2% | 0.2% | 908 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SMITH, MOORE & CO. | History | Added to | 10,210 | 766 | 0.06% | 0.04% | 909 | +3,407 | 50.08% | Q1 2026 | May 05, 2026 |
| Sierra Capital LLC | History | Added to | 10,197 | 766 | 0.08% | 0.08% | 910 | +14 | 0.14% | Q1 2026 | May 15, 2026 |
| Opulen Financial Group LLC | History | Added to | 10,141 | 761 | 0.54% | 0.52% | 912 | +471 | 4.87% | Q1 2026 | Apr 29, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 10,140 | 761 | 0.06% | 0.06% | 911 | -202 | -1.95% | Q1 2026 | May 04, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 9,504 | 759 | 0.27% | 0.25% | 913 | +14 | 0.15% | Q1 2026 | Apr 20, 2026 |
| Summit Global Investments | History | No change | 9,966 | 748 | 0.04% | 0.04% | 914 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 9,953 | 747 | 0.08% | 0.1% | 915 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 10,162 | 747 | 0.07% | 0.07% | 916 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SHP Wealth Management | History | Reduced | 9,915 | 744 | 0.06% | 0.07% | 917 | -2,386 | -19.4% | Q1 2026 | May 08, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 9,899 | 743 | 0.09% | 0.09% | 918 | +3 | 0.03% | Q1 2026 | Apr 10, 2026 |
| Sun Financial Inc | History | Reduced | 8,928 | 739 | 0.37% | 0.38% | 919 | -411 | -4.4% | Q1 2026 | May 15, 2026 |
| Calamos Advisors LLC | History | New | 9,840 | 738 | 0.0% | — | 922 | +9,840 | New | Q1 2026 | May 04, 2026 |
| Evergreen Advisors, LLC | History | Added to | 9,831 | 738 | 0.17% | 0.18% | 921 | +15 | 0.15% | Q1 2026 | May 05, 2026 |
| Calamos Wealth Management LLC | History | No change | 9,840 | 738 | 0.03% | 0.02% | 920 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 9,814 | 737 | 0.43% | — | 923 | +9,814 | New | Q1 2026 | May 12, 2026 |
| 71 West Capital Partners | History | Added to | 9,799 | 735 | 0.03% | 0.03% | 924 | +319 | 3.36% | Q1 2026 | May 06, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 9,766 | 733 | 0.21% | 0.14% | 925 | +3,613 | 58.72% | Q1 2026 | Apr 27, 2026 |
| Valued Retirements, Inc. | History | No change | 9,719 | 729 | 0.71% | 0.7% | 926 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Reduced | 9,696 | 728 | 0.58% | 0.6% | 927 | -335 | -3.34% | Q1 2026 | May 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 9,964 | 724 | 0.05% | 0.03% | 928 | +475 | 5.01% | Q1 2026 | Apr 24, 2026 |
| TrustWell Financial Advisors, LLC | History | Added to | 9,631 | 723 | 0.68% | 0.67% | 930 | +192 | 2.03% | Q1 2026 | May 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 9,636 | 723 | 0.02% | 0.02% | 929 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | New | 9,621 | 722 | 0.09% | — | 932 | +9,621 | New | Q1 2026 | May 11, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 9,621 | 722 | 0.14% | 0.14% | 931 | -52 | -0.54% | Q1 2026 | May 11, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 9,456 | 710 | 0.01% | 0.02% | 933 | -1,832 | -16.23% | Q1 2026 | Apr 16, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 9,410 | 706 | 0.01% | 0.01% | 934 | -752 | -7.4% | Q1 2026 | Apr 17, 2026 |
| Clarendon Private LLC | History | Reduced | 9,394 | 705 | 0.54% | 0.68% | 935 | -1,519 | -13.92% | Q1 2026 | May 11, 2026 |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | History | No change | 10,888 | 697 | 0.6% | 0.56% | 936 | 0 | 0.0% | Q1 2026 | Aug 11, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 9,215 | 692 | 0.35% | 0.3% | 937 | +1,501 | 19.46% | Q1 2026 | May 13, 2026 |
| Fullerton Advisors, LLC | History | Added to | 9,200 | 690 | 0.71% | 0.66% | 939 | +150 | 1.66% | Q1 2026 | Apr 21, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | Reduced | 9,189 | 690 | 0.1% | 0.1% | 938 | -47 | -0.51% | Q1 2026 | Apr 27, 2026 |
| Sageworth Trust Co | History | No change | 9,151 | 687 | 0.03% | 0.03% | 940 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SFE Investment Counsel | History | Added to | 9,147 | 686 | 0.11% | 0.07% | 941 | +3,331 | 57.27% | Q1 2026 | May 01, 2026 |
| Anson Capital, Inc. | History | Reduced | 9,130 | 685 | 0.47% | 0.49% | 942 | -51 | -0.56% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 9,082 | 682 | 0.17% | 0.17% | 943 | -12 | -0.13% | Q1 2026 | Apr 17, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 9,070 | 681 | 0.29% | 0.27% | 944 | +449 | 5.21% | Q1 2026 | Apr 20, 2026 |
| LMG Wealth Partners, LLC | History | Reduced | 9,037 | 678 | 0.12% | 0.13% | 945 | -253 | -2.72% | Q1 2026 | Apr 17, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 9,012 | 676 | 0.42% | 0.53% | 946 | -2,771 | -23.52% | Q1 2026 | Apr 22, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 8,934 | 671 | 0.12% | 0.1% | 947 | +1,513 | 20.39% | Q1 2026 | May 12, 2026 |
| Berman McAleer LLC | History | No change | 8,935 | 671 | 0.09% | 0.09% | 948 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| GeoWealth Management, LLC | History | Reduced | 8,925 | 670 | 0.02% | 0.03% | 949 | -398 | -4.27% | Q1 2026 | May 13, 2026 |
| Lakewood Asset Management LLC | History | Added to | 8,893 | 667 | 0.43% | 0.35% | 950 | +676 | 8.23% | Q1 2026 | Apr 22, 2026 |
| HALL LAURIE J TRUSTEE | History | No change | 8,861 | 665 | 0.23% | 0.22% | 951 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Smith Salley Wealth Management | History | Added to | 8,824 | 662 | 0.03% | 0.02% | 952 | +3,477 | 65.03% | Q1 2026 | Apr 16, 2026 |
| Equita Financial Network, Inc. | History | Added to | 8,754 | 657 | 0.21% | 0.19% | 953 | +13 | 0.15% | Q1 2026 | Apr 23, 2026 |
| Kagan Cocozza Asset Management | History | Added to | 8,747 | 656 | 0.46% | 0.45% | 954 | +115 | 1.33% | Q1 2026 | Apr 23, 2026 |
| EagleClaw Capital Managment, LLC | History | No change | 8,700 | 653 | 0.09% | 0.09% | 955 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Miller Investment Management, LP | History | No change | 8,685 | 652 | 0.06% | 0.06% | 956 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Parker Financial LLC | History | Reduced | 8,678 | 651 | 0.26% | 0.28% | 957 | -608 | -6.55% | Q1 2026 | Apr 21, 2026 |
| Bouchey Financial Group Ltd | History | No change | 8,228 | 650 | 0.05% | 0.05% | 958 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Davidson Kahn Capital Management, LLC | History | No change | 8,667 | 650 | 0.35% | 0.33% | 959 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 8,645 | 649 | 0.18% | 0.17% | 960 | +13 | 0.15% | Q1 2026 | May 12, 2026 |
| Serenity Investment Advisors | History | New | 7,866 | 648 | 0.3% | — | 961 | +7,866 | New | Q1 2026 | May 26, 2026 |
| WealthTrak Capital Management LLC | History | New | 8,580 | 644 | 0.46% | — | 962 | +8,580 | New | Q1 2026 | May 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 8,514 | 639 | 0.03% | 0.02% | 964 | +2,352 | 38.17% | Q1 2026 | May 12, 2026 |
| GWN SECURITIES INC. | History | Reduced | 8,511 | 639 | 0.12% | 0.13% | 963 | -298 | -3.38% | Q1 2026 | May 14, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 8,460 | 635 | 0.14% | 0.15% | 966 | -500 | -5.58% | Q1 2026 | Apr 02, 2026 |
| Ancora Advisors LLC | History | Added to | 8,463 | 635 | 0.01% | 0.01% | 965 | +36 | 0.43% | Q1 2026 | May 15, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 8,461 | 635 | 0.63% | 0.62% | 967 | +34 | 0.4% | Q1 2026 | Apr 14, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 8,417 | 632 | 0.12% | 0.09% | 968 | +1,601 | 23.49% | Q1 2026 | Apr 29, 2026 |
| Carrera Capital Advisors | History | Reduced | 8,352 | 627 | 0.1% | 0.11% | 969 | -899 | -9.72% | Q1 2026 | May 04, 2026 |
| Martel Wealth Advisors LLC | History | Added to | 8,356 | 627 | 0.11% | 0.1% | 970 | +13 | 0.16% | Q1 2026 | May 01, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 8,293 | 622 | 0.45% | 0.45% | 971 | -16 | -0.19% | Q1 2026 | May 07, 2026 |
| LIBRA WEALTH LLC | History | No change | 8,271 | 621 | 0.18% | 0.17% | 972 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 8,264 | 620 | 0.02% | 0.02% | 973 | +1,361 | 19.72% | Q1 2026 | Apr 30, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 8,263 | 620 | 0.03% | 0.04% | 974 | +273 | 3.42% | Q1 2026 | May 11, 2026 |
| Fortress Financial Solutions, LLC | History | Added to | 8,236 | 618 | 0.65% | 0.27% | 976 | +4,692 | 132.39% | Q1 2026 | May 04, 2026 |
| Gleason Group, Inc. | History | Added to | 8,232 | 618 | 0.06% | 0.06% | 975 | +62 | 0.76% | Q1 2026 | May 04, 2026 |
| Robinswood Financial LLC | History | Added to | 8,231 | 618 | 0.19% | 0.19% | 977 | +6 | 0.07% | Q1 2026 | Jul 13, 2026 |
| Empowered Funds, LLC | History | New | 8,205 | 616 | 0.0% | — | 978 | +8,205 | New | Q1 2026 | Jun 15, 2026 |
| Canal Capital Management, LLC | History | Reduced | 8,198 | 615 | 0.08% | 0.09% | 979 | -759 | -8.47% | Q1 2026 | Apr 27, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | Added to | 8,150 | 612 | 0.12% | 0.09% | 980 | +1,775 | 27.84% | Q1 2026 | May 15, 2026 |
| 10Elms LLP | History | Added to | 8,151 | 612 | 0.39% | 0.51% | 981 | +550 | 7.24% | Q1 2026 | May 15, 2026 |
| LMCG INVESTMENTS, LLC | History | No change | 8,128 | 610 | 0.04% | 0.03% | 982 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 8,098 | 608 | 0.04% | 0.04% | 983 | -13 | -0.16% | Q1 2026 | Apr 10, 2026 |
| Forum Financial Management, LP | History | Added to | 8,076 | 606 | 0.01% | 0.01% | 985 | +500 | 6.6% | Q1 2026 | Apr 23, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 8,078 | 606 | 0.06% | 0.06% | 986 | -386 | -4.56% | Q1 2026 | May 15, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 8,076 | 606 | 0.1% | 0.1% | 984 | -90 | -1.1% | Q1 2026 | Apr 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 8,055 | 604 | 0.01% | 0.01% | 987 | -5,274 | -39.57% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 8,055 | 604 | 0.01% | 0.02% | 988 | +1,162 | 16.86% | Q1 2026 | Apr 27, 2026 |
| Grove Bank & Trust | History | No change | 8,036 | 603 | 0.07% | 0.07% | 989 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 8,018 | 602 | 0.01% | 0.01% | 990 | +132 | 1.67% | Q1 2026 | May 04, 2026 |
| Seven Springs Wealth Group, LLC | History | No change | 8,013 | 601 | 0.14% | 0.17% | 991 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 7,992 | 600 | 0.06% | 0.07% | 992 | -694 | -7.99% | Q1 2026 | Apr 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 7,961 | 597 | 0.01% | — | 993 | +7,961 | New | Q1 2026 | May 07, 2026 |
| Plum Street Advisors, LLC | History | No change | 7,926 | 595 | 0.21% | 0.21% | 994 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CVA Family Office, LLC | History | Added to | 7,882 | 591 | 0.06% | 0.07% | 995 | +11 | 0.14% | Q1 2026 | Apr 29, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 7,868 | 590 | 0.01% | — | 996 | +7,868 | New | Q1 2026 | May 01, 2026 |
| AE Wealth Management LLC | History | Added to | 7,800 | 585 | 0.0% | 0.0% | 997 | +1,759 | 29.12% | Q1 2026 | May 13, 2026 |
| Livet Wealth, LLC | History | Reduced | 7,797 | 585 | 0.37% | 0.36% | 998 | -51 | -0.65% | Q1 2026 | Apr 24, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 7,778 | 584 | 0.0% | 0.0% | 999 | -1,404 | -15.29% | Q1 2026 | May 13, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 7,775 | 583 | 0.02% | 0.02% | 1000 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Csenge Advisory Group | History | Reduced | 7,757 | 582 | 0.03% | 0.03% | 1001 | -298 | -3.7% | Q1 2026 | Apr 30, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 7,746 | 581 | 0.31% | 0.31% | 1003 | -394 | -4.84% | Q1 2026 | Apr 22, 2026 |
| Sowell Financial Services LLC | History | Reduced | 7,748 | 581 | 0.02% | 0.02% | 1002 | -259 | -3.23% | Q1 2026 | Apr 20, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 7,712 | 579 | 0.01% | 0.01% | 1004 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Realta Investment Advisors | History | Added to | 7,700 | 578 | 0.2% | 0.18% | 1005 | +47 | 0.61% | Q1 2026 | Apr 22, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 7,691 | 577 | 0.03% | 0.04% | 1006 | -559 | -6.78% | Q1 2026 | Apr 09, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 7,674 | 576 | 0.04% | 0.04% | 1008 | -726 | -8.64% | Q1 2026 | Apr 27, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | No change | 7,672 | 576 | 0.15% | 0.15% | 1007 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sentry LLC | History | Reduced | 7,654 | 574 | 0.18% | 0.22% | 1010 | -3,216 | -29.59% | Q1 2026 | Apr 22, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | No change | 7,651 | 574 | 0.38% | 0.38% | 1009 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 7,606 | 571 | 0.09% | 0.1% | 1011 | +1 | 0.01% | Q1 2026 | Apr 30, 2026 |
| RVW Wealth, LLC | History | Reduced | 7,581 | 569 | 0.04% | 0.05% | 1012 | -575 | -7.05% | Q1 2026 | Apr 08, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 7,051 | 569 | 0.37% | 0.36% | 1014 | +31 | 0.44% | Q1 2026 | May 06, 2026 |
| Passive Capital Management, LLC. | History | No change | 7,587 | 569 | 0.17% | 0.17% | 1013 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 7,564 | 568 | 0.0% | 0.0% | 1016 | +1,970 | 35.22% | Q1 2026 | May 11, 2026 |
| Boston Trust Walden Corp | History | Added to | 7,571 | 568 | 0.0% | 0.0% | 1015 | +180 | 2.44% | Q1 2026 | Apr 24, 2026 |
| GAMMA Investing LLC | History | Reduced | 7,548 | 566 | 0.03% | 0.03% | 1018 | -584 | -7.18% | Q1 2026 | Apr 06, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 7,539 | 566 | 0.07% | 0.11% | 1017 | -33 | -0.44% | Q1 2026 | May 18, 2026 |
| Pine Haven Investment Counsel, Inc | History | No change | 7,534 | 565 | 0.42% | 0.39% | 1019 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC | History | New | 7,500 | 563 | 0.02% | — | 1020 | +7,500 | New | Q1 2026 | Apr 13, 2026 |
| Charles Schwab Trust Co | History | Added to | 7,480 | 561 | 0.04% | 0.02% | 1021 | +3,480 | 87.0% | Q1 2026 | Apr 10, 2026 |
| Fairway Wealth LLC | History | Added to | 7,482 | 561 | 0.15% | 0.15% | 1022 | +6 | 0.08% | Q1 2026 | Apr 23, 2026 |
| Single Point Partners, LLC | History | Reduced | 7,405 | 556 | 0.11% | 0.11% | 1023 | -8 | -0.11% | Q1 2026 | Apr 15, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 7,396 | 555 | 0.23% | 0.23% | 1024 | +12 | 0.16% | Q1 2026 | Apr 29, 2026 |
| BOKF, NA | History | Reduced | 7,380 | 554 | 0.01% | 0.01% | 1025 | -3,341 | -31.16% | Q1 2026 | May 08, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 7,351 | 552 | 0.09% | 0.09% | 1026 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Westmount Partners, LLC | History | No change | 7,360 | 552 | 0.14% | 0.13% | 1027 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| PFG Investments, LLC | History | Added to | 7,314 | 549 | 0.03% | 0.02% | 1028 | +381 | 5.5% | Q1 2026 | Apr 27, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 7,226 | 542 | 0.09% | 0.12% | 1029 | +167 | 2.37% | Q1 2026 | Apr 09, 2026 |
| Palatine Hill Wealth Management, LLC | History | Reduced | 7,220 | 542 | 0.47% | 0.43% | 1030 | -119 | -1.62% | Q1 2026 | May 08, 2026 |
| NIA IMPACT ADVISORS, LLC | History | Reduced | 7,212 | 541 | 0.24% | 0.19% | 1032 | -316 | -4.2% | Q1 2026 | May 08, 2026 |
| Fort Point Capital Partners LLC | History | No change | 7,210 | 541 | 0.07% | 0.06% | 1031 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Worth Asset Management, LLC | History | Reduced | 7,175 | 538 | 0.2% | 0.22% | 1033 | -9 | -0.13% | Q1 2026 | Apr 17, 2026 |
| Wiser Wealth Management, Inc | History | New | 7,138 | 536 | 0.12% | — | 1036 | +7,138 | New | Q1 2026 | Apr 13, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 7,149 | 536 | 0.11% | 0.12% | 1035 | -1,028 | -12.57% | Q1 2026 | Apr 15, 2026 |
| Northern Capital Management, Inc. | History | No change | 7,148 | 536 | 0.27% | 0.28% | 1034 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WIMMER ASSOCIATES 1, LLC | History | No change | 7,127 | 535 | 0.26% | 0.24% | 1037 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 7,105 | 533 | 0.11% | 0.09% | 1038 | -70 | -0.98% | Q1 2026 | Apr 22, 2026 |
| Detalus Advisors, LLC | History | Added to | 7,080 | 531 | 0.12% | 0.12% | 1039 | +142 | 2.05% | Q1 2026 | Apr 22, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 7,049 | 529 | 0.23% | 0.23% | 1040 | +5 | 0.07% | Q1 2026 | May 01, 2026 |
| First Growth Capital LLC | History | No change | 6,956 | 529 | 0.48% | 0.5% | 1041 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 7,030 | 527 | 0.04% | 0.03% | 1042 | +1,140 | 19.35% | Q1 2026 | May 06, 2026 |
| CRA Financial Services, LLC | History | Reduced | 6,973 | 523 | 0.07% | 0.08% | 1043 | -1,148 | -14.14% | Q1 2026 | Apr 09, 2026 |
| WAYSTONE ADVISORS LLC | History | Reduced | 6,965 | 523 | 0.47% | 0.46% | 1044 | -368 | -5.02% | Q1 2026 | Apr 16, 2026 |
| Mathes Company, Inc. | History | No change | 6,950 | 522 | 0.19% | 0.18% | 1045 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WINCAP FINANCIAL LLC | History | Added to | 6,948 | 521 | 0.35% | 0.34% | 1046 | +243 | 3.62% | Q1 2026 | Apr 09, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 6,933 | 520 | 0.07% | 0.07% | 1047 | +413 | 6.33% | Q1 2026 | May 07, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | Added to | 6,929 | 520 | 1.62% | 1.54% | 1048 | +10 | 0.14% | Q1 2026 | May 08, 2026 |
| Keebeck Wealth Management | History | Reduced | 6,907 | 518 | 0.06% | 0.06% | 1049 | -695 | -9.14% | Q1 2026 | May 14, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Reduced | 6,893 | 517 | 0.27% | 0.25% | 1050 | -60 | -0.86% | Q1 2026 | May 06, 2026 |
| ZynergyRetirementPlanningLLC | History | No change | 6,854 | 514 | 0.31% | 0.31% | 1051 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 6,842 | 513 | 0.02% | 0.02% | 1052 | +1,363 | 24.88% | Q1 2026 | Apr 09, 2026 |
| Independent Wealth Advisors LLC | History | Added to | 6,835 | 513 | 0.5% | 0.51% | 1053 | +162 | 2.43% | Q1 2026 | May 22, 2026 |
| LifePlan Financial, LLC | History | Reduced | 6,813 | 511 | 0.38% | 0.43% | 1054 | -790 | -10.39% | Q1 2026 | Apr 14, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 6,789 | 509 | 0.26% | 0.25% | 1055 | +394 | 6.16% | Q1 2026 | May 15, 2026 |
| Riverbend Wealth Management, LLC | History | Reduced | 6,763 | 507 | 0.29% | 0.31% | 1056 | -97 | -1.41% | Q1 2026 | Apr 22, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 6,750 | 506 | 0.01% | 0.01% | 1057 | +158 | 2.4% | Q1 2026 | Apr 07, 2026 |
| Jacobi Capital Management LLC | History | Added to | 6,736 | 505 | 0.03% | 0.03% | 1058 | +9 | 0.13% | Q1 2026 | May 13, 2026 |
| Hexagon Capital Partners LLC | History | New | 6,699 | 503 | 0.07% | — | 1059 | +6,699 | New | Q1 2026 | May 04, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | No change | 6,685 | 502 | 0.34% | 0.35% | 1060 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Portland Financial Advisors Inc | History | No change | 6,693 | 502 | 1.04% | 1.05% | 1061 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 6,676 | 501 | 0.23% | 0.24% | 1062 | +10 | 0.15% | Q1 2026 | Apr 09, 2026 |
| Tactive Advisors, LLC | History | Reduced | 6,659 | 500 | 0.14% | 0.15% | 1064 | -538 | -7.48% | Q1 2026 | Apr 16, 2026 |
| Capital Advantage, Inc. | History | Added to | 6,659 | 500 | 0.07% | 0.06% | 1063 | +164 | 2.53% | Q1 2026 | Apr 10, 2026 |
| DV Trading LLC | History | Reduced | 6,654 | 499 | 0.01% | 0.01% | 1065 | -571 | -7.9% | Q1 2026 | May 15, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Reduced | 6,624 | 497 | 0.11% | 0.11% | 1066 | -240 | -3.5% | Q1 2026 | May 13, 2026 |
| Catalyst Investment Management LLC | History | New | 6,070 | 495 | 0.55% | — | 1068 | +6,070 | New | Q1 2026 | Apr 23, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 6,600 | 495 | 0.02% | 0.02% | 1067 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 6,584 | 494 | 0.07% | 0.07% | 1069 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Fusion Capital, LLC | History | Added to | 6,569 | 493 | 0.13% | 0.11% | 1071 | +1,048 | 18.98% | Q1 2026 | May 13, 2026 |
| Austin Private Wealth, LLC | History | No change | 6,705 | 493 | 0.04% | 0.04% | 1070 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 6,563 | 492 | 0.26% | 0.26% | 1072 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | New | 6,520 | 489 | 0.15% | — | 1076 | +6,520 | New | Q1 2026 | May 13, 2026 |
| Northstar Financial Companies, Inc. | History | Added to | 6,522 | 489 | 0.39% | 0.33% | 1075 | +893 | 15.86% | Q1 2026 | May 05, 2026 |
| Pillar Financial Advisors, LLC | History | Reduced | 6,516 | 489 | 0.29% | 0.3% | 1074 | -286 | -4.2% | Q1 2026 | May 07, 2026 |
| NorthLanding Financial Partners, LLC | History | No change | 6,520 | 489 | 0.39% | 0.38% | 1073 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Argent Advisors, Inc. | History | No change | 6,500 | 488 | 0.13% | 0.13% | 1077 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Pine Harbor Wealth Management, LLC | History | Added to | 6,473 | 486 | 0.15% | 0.15% | 1078 | +10 | 0.15% | Q1 2026 | Apr 28, 2026 |
| Claro Advisors Inc. | History | Added to | 6,387 | 479 | 0.06% | 0.06% | 1079 | +698 | 12.27% | Q1 2026 | Apr 21, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 6,368 | 478 | 0.01% | 0.01% | 1080 | +1,448 | 29.43% | Q1 2026 | May 15, 2026 |
| Hamilton Wealth, LLC | History | Reduced | 6,320 | 474 | 0.09% | 0.09% | 1081 | -167 | -2.57% | Q1 2026 | Jun 25, 2026 |
| Brooklyn Investment Group | History | New | 6,306 | 473 | 0.01% | — | 1083 | +6,306 | New | Q1 2026 | Apr 29, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 5,828 | 473 | 0.02% | 0.02% | 1082 | -206 | -3.41% | Q1 2026 | Apr 24, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 6,297 | 472 | 0.05% | 0.02% | 1084 | +2,936 | 87.35% | Q1 2026 | May 06, 2026 |
| Porter White Investment Advisors, Inc. | History | New | 6,284 | 471 | 0.19% | — | 1086 | +6,284 | New | Q1 2026 | May 12, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 6,276 | 471 | 0.07% | 0.07% | 1085 | -679 | -9.76% | Q1 2026 | Apr 29, 2026 |
| Balboa Wealth Partners | History | Reduced | 6,246 | 469 | 0.08% | 0.08% | 1087 | -54 | -0.86% | Q1 2026 | Apr 16, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 6,255 | 469 | 0.03% | 0.03% | 1088 | +1 | 0.02% | Q1 2026 | Apr 29, 2026 |
| Net Worth Advisory Group | History | Added to | 6,229 | 467 | 0.1% | 0.09% | 1089 | +44 | 0.71% | Q1 2026 | May 05, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 6,213 | 466 | 0.04% | 0.04% | 1090 | +8 | 0.13% | Q1 2026 | May 07, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Added to | 6,194 | 465 | 0.21% | 0.19% | 1091 | +560 | 9.94% | Q1 2026 | Apr 13, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Reduced | 6,191 | 464 | 0.01% | 0.01% | 1092 | -8,293 | -57.26% | Q1 2026 | May 14, 2026 |
| Ehrenkranz Partners L.P. | History | Added to | 6,151 | 461 | 0.36% | 0.48% | 1094 | +372 | 6.44% | Q1 2026 | May 15, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 6,145 | 461 | 0.22% | 0.21% | 1093 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| First Nebraska Trust Co | History | No change | 6,139 | 461 | 0.04% | 0.04% | 1095 | 0 | 0.0% | Q1 2026 | Jun 01, 2026 |
| Stordahl Capital Management, Inc. | History | No change | 6,122 | 459 | 0.09% | 0.09% | 1096 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | Reduced | 6,069 | 455 | 0.41% | 0.45% | 1097 | -398 | -6.15% | Q1 2026 | Apr 28, 2026 |
| Fisher Asset Management, LLC | History | Added to | 6,010 | 451 | 0.0% | 0.0% | 1099 | +1,063 | 21.49% | Q1 2026 | May 05, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | No change | 5,700 | 451 | 0.12% | 0.12% | 1098 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Canvas Wealth Advisors, LLC | History | New | 6,000 | 450 | 0.08% | — | 1101 | +6,000 | New | Q1 2026 | Apr 28, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 5,992 | 450 | 0.01% | 0.01% | 1100 | +2,392 | 66.44% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 5,959 | 448 | 0.01% | 0.0% | 1102 | +4,744 | 390.45% | Q1 2026 | May 01, 2026 |
| STUART INVESTMENT ADVISORS, INC. | History | Added to | 5,970 | 448 | 0.2% | 0.4% | 1103 | +9 | 0.15% | Q1 2026 | Apr 21, 2026 |
| FineMark National Bank & Trust | History | No change | 6,071 | 446 | 0.01% | 0.01% | 1104 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Gross & Hartman Investments LLC | History | New | 5,909 | 443 | 0.23% | — | 1106 | +5,909 | New | Q1 2026 | May 15, 2026 |
| Safe Harbor Family Capital, LLC | History | New | 5,909 | 443 | 0.35% | — | 1107 | +5,909 | New | Q1 2026 | May 12, 2026 |
| Compound Planning, Inc. | History | Reduced | 5,903 | 443 | 0.01% | 0.02% | 1105 | -4,127 | -41.15% | Q1 2026 | May 14, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 5,770 | 442 | 0.03% | 0.03% | 1108 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 5,880 | 441 | 0.14% | 0.13% | 1109 | +9 | 0.15% | Q1 2026 | Apr 20, 2026 |
| Pathway Financial Advisors LLC | History | No change | 5,782 | 437 | 0.05% | 0.06% | 1110 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 7,772 | 436 | 0.0% | 0.0% | 1111 | -6,750 | -46.48% | Q1 2026 | May 15, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 5,815 | 436 | 0.36% | — | 1112 | +5,815 | New | Q1 2026 | Apr 22, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | No change | 5,729 | 430 | 0.02% | 0.02% | 1113 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| McLean Asset Management Corp | History | No change | 5,730 | 430 | 0.08% | 0.08% | 1114 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 5,663 | 425 | 0.04% | 0.04% | 1115 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MB Generational Wealth, LLC | History | Added to | 5,635 | 423 | 0.23% | 0.19% | 1116 | +702 | 14.23% | Q1 2026 | May 04, 2026 |
| GoalFusion Wealth Management, LLC | History | Added to | 5,625 | 422 | 0.19% | 0.17% | 1118 | +500 | 9.76% | Q1 2026 | Apr 14, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 5,624 | 422 | 0.08% | 0.08% | 1117 | +4 | 0.07% | Q1 2026 | May 07, 2026 |
| Capital Wealth Alliance, LLC | History | No change | 5,612 | 421 | 0.19% | 0.19% | 1119 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 5,586 | 419 | 0.01% | 0.01% | 1120 | 0 | 0.0% | Q1 2026 | Jun 22, 2026 |
| Purkiss Capital Advisors LLC | History | No change | 5,550 | 416 | 0.18% | 0.19% | 1121 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sunbeam Capital Management, LLC | History | New | 5,533 | 415 | 0.24% | — | 1123 | +5,533 | New | Q1 2026 | Apr 16, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 5,529 | 415 | 0.03% | 0.02% | 1122 | +584 | 11.81% | Q1 2026 | May 05, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 5,507 | 413 | 0.09% | 0.09% | 1124 | +40 | 0.73% | Q1 2026 | Apr 03, 2026 |
| Vantage Investment Partners, LLC | History | No change | 5,493 | 412 | 0.03% | 0.03% | 1125 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 5,466 | 410 | 0.14% | 0.14% | 1126 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 5,437 | 408 | 0.02% | 0.01% | 1127 | +92 | 1.72% | Q1 2026 | May 14, 2026 |
| Aspire Capital Advisors LLC | History | Reduced | 5,425 | 407 | 0.09% | 0.12% | 1128 | -1,650 | -23.32% | Q1 2026 | Apr 22, 2026 |
| HANOVER ADVISORS INC | History | Added to | 5,389 | 404 | 0.16% | 0.14% | 1129 | +460 | 9.33% | Q1 2026 | May 07, 2026 |
| Hirtle & Co., LLC | History | Added to | 5,369 | 403 | 0.01% | 0.01% | 1130 | +998 | 22.83% | Q1 2026 | May 13, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 5,363 | 402 | 0.0% | 0.0% | 1131 | +458 | 9.34% | Q1 2026 | May 15, 2026 |
| Carmel Capital Partners, LLC | History | No change | 5,334 | 400 | 0.14% | 0.14% | 1132 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Polaris Investment Advisors, LLC | History | No change | 5,329 | 400 | 0.29% | 0.28% | 1133 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Manuka Financial, LLC | History | Added to | 5,308 | 398 | 0.25% | 0.24% | 1135 | +3 | 0.06% | Q1 2026 | May 07, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 5,300 | 398 | 0.09% | 0.09% | 1134 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 5,290 | 397 | 0.05% | 0.05% | 1136 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Blue Trust, Inc. | History | Added to | 5,252 | 394 | 0.0% | 0.0% | 1138 | +1,216 | 30.13% | Q1 2026 | Apr 20, 2026 |
| BKM Wealth Management, LLC | History | Added to | 5,247 | 394 | 0.14% | 0.12% | 1139 | +800 | 17.99% | Q1 2026 | Apr 22, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 5,249 | 394 | 0.03% | 0.03% | 1137 | -617 | -10.52% | Q1 2026 | May 14, 2026 |
| Ryan Investment Management, Inc. | History | Added to | 5,195 | 390 | 0.22% | 0.21% | 1140 | +29 | 0.56% | Q1 2026 | Apr 27, 2026 |
| 55 North Private Wealth, LLC | History | No change | 5,200 | 390 | 0.1% | 0.1% | 1141 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 4,919 | 389 | 0.01% | 0.01% | 1144 | +1,979 | 67.31% | Q1 2026 | May 01, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 5,190 | 389 | 0.11% | 0.12% | 1142 | -88 | -1.67% | Q1 2026 | Apr 24, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 5,180 | 389 | 0.02% | 0.02% | 1143 | +84 | 1.65% | Q1 2026 | May 14, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 5,177 | 388 | 0.02% | 0.02% | 1145 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NBT BANK N A /NY | History | Added to | 5,142 | 386 | 0.03% | 0.02% | 1146 | +3,113 | 153.43% | Q1 2026 | Apr 28, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 5,152 | 386 | 0.01% | 0.01% | 1147 | -1,454 | -22.01% | Q1 2026 | Apr 13, 2026 |
| Williams Jones Wealth Management, LLC. | History | New | 5,138 | 385 | 0.0% | — | 1148 | +5,138 | New | Q1 2026 | May 05, 2026 |
| Vision Capital Management, Inc. | History | No change | 5,105 | 383 | 0.05% | 0.05% | 1149 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 5,094 | 382 | 0.02% | 0.02% | 1150 | +3 | 0.06% | Q1 2026 | Apr 15, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 5,064 | 380 | 0.04% | 0.03% | 1151 | +1,872 | 58.65% | Q1 2026 | May 06, 2026 |
| Innova Wealth Partners | History | Added to | 5,066 | 380 | 0.18% | 0.19% | 1152 | +1 | 0.02% | Q1 2026 | Apr 24, 2026 |
| Tannin Capital LLC | History | New | 5,057 | 379 | 0.28% | — | 1157 | +5,057 | New | Q1 2026 | May 12, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 5,054 | 379 | 0.11% | 0.12% | 1155 | -524 | -9.39% | Q1 2026 | May 15, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 5,051 | 379 | 0.04% | 0.04% | 1154 | +268 | 5.6% | Q1 2026 | Apr 22, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 5,059 | 379 | 0.01% | 0.01% | 1153 | +244 | 5.07% | Q1 2026 | May 11, 2026 |
| SYON CAPITAL LLC | History | No change | 5,050 | 379 | 0.02% | 0.02% | 1156 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Trivant Custom Portfolio Group, LLC | History | New | 5,041 | 378 | 0.21% | — | 1159 | +5,041 | New | Q1 2026 | May 14, 2026 |
| Successful Portfolios LLC | History | Reduced | 5,052 | 378 | 0.21% | 0.2% | 1158 | -24 | -0.47% | Q1 2026 | Apr 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 5,007 | 376 | 0.01% | 0.02% | 1160 | -2,268 | -31.18% | Q1 2026 | May 15, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 4,976 | 373 | 0.07% | 0.08% | 1162 | -53 | -1.05% | Q1 2026 | Apr 20, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 4,970 | 373 | 0.05% | 0.05% | 1161 | +8 | 0.16% | Q1 2026 | Apr 09, 2026 |
| DUTCH ASSET Corp | History | Reduced | 4,955 | 372 | 0.25% | 0.8% | 1164 | -9,255 | -65.13% | Q1 2026 | May 08, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 4,957 | 372 | 0.01% | 0.01% | 1163 | +334 | 7.22% | Q1 2026 | Apr 16, 2026 |
| Texas Yale Capital Corp. | History | Added to | 4,942 | 371 | 0.01% | 0.01% | 1165 | +3 | 0.06% | Q1 2026 | May 04, 2026 |
| S.A. Mason LLC | History | Added to | 4,881 | 366 | 0.14% | 0.14% | 1166 | +15 | 0.31% | Q1 2026 | Apr 27, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 4,869 | 365 | 0.05% | — | 1168 | +4,869 | New | Q1 2026 | May 13, 2026 |
| Providence First Trust Co | History | Reduced | 4,872 | 365 | 0.13% | 0.14% | 1167 | -557 | -10.26% | Q1 2026 | May 04, 2026 |
| Triumph Capital Management | History | Added to | 4,851 | 364 | 0.07% | 0.01% | 1170 | +4,291 | 766.25% | Q1 2026 | May 13, 2026 |
| SHAYNE & JACOBS, LLC | History | No change | 4,860 | 364 | 0.11% | 0.11% | 1169 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Caldwell Trust Co | History | Reduced | 4,846 | 363 | 0.03% | 0.03% | 1172 | -81 | -1.64% | Q1 2026 | Apr 22, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 4,837 | 363 | 0.02% | 0.02% | 1171 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 4,830 | 362 | 0.03% | 0.02% | 1174 | +1,521 | 45.97% | Q1 2026 | Apr 30, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 4,831 | 362 | 0.1% | 0.11% | 1173 | -6 | -0.12% | Q1 2026 | Apr 09, 2026 |
| Southland Equity Partners LLC | History | Reduced | 4,804 | 360 | 0.07% | 0.07% | 1175 | -208 | -4.15% | Q1 2026 | Apr 14, 2026 |
| American Trust | History | New | 4,790 | 359 | 0.03% | — | 1177 | +4,790 | New | Q1 2026 | May 01, 2026 |
| TD Capital Management LLC | History | Reduced | 4,787 | 359 | 0.03% | 0.03% | 1176 | -99 | -2.03% | Q1 2026 | May 11, 2026 |
| Fort Sheridan Advisors LLC | History | New | 4,763 | 357 | 0.04% | — | 1180 | +4,763 | New | Q1 2026 | May 06, 2026 |
| Balance Wealth, LLC | History | Added to | 4,755 | 357 | 0.11% | 0.08% | 1179 | +1,192 | 33.45% | Q1 2026 | Apr 20, 2026 |
| Stone Summit Wealth LLC | History | No change | 4,755 | 357 | 0.1% | 0.09% | 1178 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GUIDANCE CAPITAL, INC | History | Reduced | 4,392 | 356 | 0.08% | 0.08% | 1181 | -7 | -0.16% | Q1 2026 | May 08, 2026 |
| TRUEFG, LLC | History | Reduced | 4,735 | 355 | 0.09% | 0.09% | 1182 | -52 | -1.09% | Q1 2026 | Apr 22, 2026 |
| Investment Advisory Group, LLC | History | Added to | 4,714 | 354 | 0.09% | 0.09% | 1183 | +50 | 1.07% | Q1 2026 | Apr 22, 2026 |
| Prostatis Group LLC | History | Reduced | 4,679 | 351 | 0.09% | 0.1% | 1185 | -974 | -17.23% | Q1 2026 | May 12, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Added to | 4,674 | 351 | 0.06% | 0.05% | 1184 | +3 | 0.06% | Q1 2026 | May 15, 2026 |
| WNY Asset Management, LLC | History | New | 4,666 | 350 | 0.04% | — | 1186 | +4,666 | New | Q1 2026 | May 22, 2026 |
| Heartland Bank & Trust Co | History | New | 4,665 | 350 | 0.08% | — | 1187 | +4,665 | New | Q1 2026 | May 06, 2026 |
| Horizon Investments, LLC | History | Added to | 3,640 | 348 | 0.0% | 0.0% | 1189 | +1,820 | 100.0% | Q1 2026 | May 14, 2026 |
| Occam Crest Management LP | History | New | 350 | 348 | 0.21% | — | 1191 | +350 | New | Q1 2026 | May 15, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 4,635 | 348 | 0.02% | 0.02% | 1188 | +310 | 7.17% | Q1 2026 | May 12, 2026 |
| Stephenson & Company, Inc. | History | Added to | 4,647 | 348 | 0.19% | 0.18% | 1190 | +140 | 3.11% | Q1 2026 | May 12, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 4,626 | 347 | 0.02% | 0.02% | 1193 | +1,265 | 37.64% | Q1 2026 | Apr 28, 2026 |
| MFA Wealth Services | History | Added to | 4,624 | 347 | 0.23% | 0.22% | 1194 | +102 | 2.26% | Q1 2026 | Apr 21, 2026 |
| Strategic Financial Services, Inc. | History | Reduced | 4,621 | 347 | 0.02% | 0.02% | 1192 | -79 | -1.68% | Q1 2026 | May 08, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 4,765 | 346 | 0.3% | 0.26% | 1195 | +679 | 16.62% | Q1 2026 | Apr 27, 2026 |
| BAXTER BROS INC | History | Added to | 4,585 | 344 | 0.04% | 0.04% | 1196 | +107 | 2.39% | Q1 2026 | Apr 28, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 4,579 | 343 | 0.04% | 0.04% | 1197 | +13 | 0.28% | Q1 2026 | Apr 28, 2026 |
| Basepoint Wealth LLC | History | Added to | 4,573 | 343 | 0.2% | 0.2% | 1198 | +5 | 0.11% | Q1 2026 | May 07, 2026 |
| SEI INVESTMENTS CO | History | Added to | 4,561 | 342 | 0.0% | 0.0% | 1199 | +929 | 25.58% | Q1 2026 | May 13, 2026 |
| VISIONARY HORIZONS, LLC | History | New | 4,531 | 340 | 0.17% | — | 1203 | +4,531 | New | Q1 2026 | Apr 17, 2026 |
| SSA SWISS ADVISORS AG | History | Reduced | 4,535 | 340 | 0.16% | 0.16% | 1201 | -225 | -4.73% | Q1 2026 | Jul 21, 2026 |
| Flatrock Wealth Partners LLC | History | Added to | 4,536 | 340 | 0.15% | 0.16% | 1202 | +6 | 0.13% | Q1 2026 | Apr 29, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 4,528 | 340 | 0.09% | 0.09% | 1200 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 4,515 | 339 | 0.07% | 0.06% | 1205 | +740 | 19.6% | Q1 2026 | May 15, 2026 |
| Schiavi & Co LLC | History | No change | 4,519 | 339 | 0.1% | 0.11% | 1204 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LWM ADVISORS INC | History | No change | 4,517 | 339 | 0.29% | 0.29% | 1206 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Hedges Asset Management LLC | History | No change | 4,600 | 338 | 0.24% | 0.24% | 1207 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Planned Solutions, Inc. | History | No change | 4,492 | 337 | 0.11% | 0.11% | 1208 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 4,490 | 337 | 0.23% | 0.21% | 1209 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Brightwater Advisory LLC | History | Reduced | 4,466 | 335 | 0.22% | 0.22% | 1210 | -26 | -0.58% | Q1 2026 | Apr 30, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 4,451 | 334 | 0.02% | 0.02% | 1211 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 4,440 | 333 | 0.14% | 0.16% | 1212 | -480 | -9.76% | Q1 2026 | May 01, 2026 |
| Fairman Group, LLC | History | Added to | 4,412 | 331 | 0.28% | 0.16% | 1215 | +1,770 | 66.99% | Q1 2026 | Apr 23, 2026 |
| EQUITABLE TRUST CO | History | No change | 4,418 | 331 | 0.02% | 0.01% | 1213 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Parkside Financial Bank & Trust | History | No change | 4,413 | 331 | 0.03% | 0.02% | 1214 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Symmetry Partners, LLC | History | Added to | 4,384 | 329 | 0.02% | 0.02% | 1216 | +169 | 4.01% | Q1 2026 | Apr 27, 2026 |
| Bluebird Wealth Management LLC | History | Added to | 4,369 | 328 | 0.34% | 0.21% | 1219 | +1,345 | 44.48% | Q1 2026 | May 08, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 4,378 | 328 | 0.04% | 0.04% | 1218 | +89 | 2.08% | Q1 2026 | Apr 27, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 4,375 | 328 | 0.01% | 0.01% | 1217 | +50 | 1.16% | Q1 2026 | May 15, 2026 |
| Petix & Botte Co | History | Added to | 4,366 | 327 | 0.07% | 0.07% | 1220 | +2 | 0.05% | Q1 2026 | Apr 30, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 4,365 | 327 | 0.04% | 0.04% | 1221 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 4,328 | 325 | 0.04% | 0.04% | 1222 | +1 | 0.02% | Q1 2026 | May 05, 2026 |
| BARLOW WEALTH PARTNERS, LLC | History | No change | 3,971 | 324 | 0.04% | 0.03% | 1223 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pavion Blue Capital, LLC | History | No change | 4,306 | 323 | 0.14% | 0.13% | 1224 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 4,300 | 322 | 0.01% | 0.01% | 1225 | +463 | 12.07% | Q1 2026 | Apr 27, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 4,270 | 320 | 0.03% | 0.03% | 1226 | +292 | 7.34% | Q1 2026 | Apr 30, 2026 |
| Radnor Capital Management, LLC | History | Added to | 4,246 | 318 | 0.05% | 0.04% | 1227 | +635 | 17.59% | Q1 2026 | Apr 15, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 4,024 | 318 | 0.02% | 0.02% | 1228 | -137 | -3.29% | Q1 2026 | May 12, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | New | 4,233 | 317 | 0.03% | — | 1229 | +4,233 | New | Q1 2026 | May 06, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 4,221 | 316 | 0.13% | 0.12% | 1230 | +150 | 3.68% | Q1 2026 | May 08, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 4,197 | 315 | 0.02% | 0.02% | 1231 | +137 | 3.37% | Q1 2026 | Apr 29, 2026 |
| BCS Wealth Management | History | Reduced | 4,187 | 314 | 0.06% | 0.06% | 1233 | -4,187 | -50.0% | Q1 2026 | Apr 17, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 4,188 | 314 | 0.05% | 0.04% | 1234 | +1,022 | 32.28% | Q1 2026 | Apr 16, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 4,190 | 314 | 0.04% | 0.04% | 1232 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Reduced | 4,180 | 313 | 0.15% | 0.18% | 1235 | -990 | -19.15% | Q1 2026 | May 15, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | No change | 4,170 | 313 | 0.23% | 0.22% | 1236 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Nicholas Wealth, LLC. | History | New | 4,145 | 311 | 0.21% | — | 1240 | +4,145 | New | Q1 2026 | Apr 22, 2026 |
| Castleview Partners, LLC | History | Added to | 4,149 | 311 | 0.16% | 0.11% | 1238 | +1,257 | 43.46% | Q1 2026 | May 01, 2026 |
| Swan Global Investments, LLC | History | Reduced | 4,144 | 311 | 0.01% | 0.01% | 1237 | -287 | -6.48% | Q1 2026 | May 07, 2026 |
| Elser Financial Planning, Inc | History | Reduced | 4,159 | 311 | 0.02% | 0.23% | 1239 | -168 | -3.88% | Q1 2026 | Apr 15, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | New | 4,130 | 310 | 0.01% | — | 1241 | +4,130 | New | Q1 2026 | May 11, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 4,119 | 309 | 0.15% | 0.15% | 1242 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| New Republic Capital, LLC | History | Added to | 4,091 | 307 | 0.1% | 0.08% | 1243 | +5 | 0.12% | Q1 2026 | May 01, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 4,079 | 306 | 0.01% | 0.01% | 1244 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FULTON BANK, N.A. | History | Added to | 4,039 | 303 | 0.01% | 0.01% | 1245 | +4 | 0.1% | Q1 2026 | Apr 24, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | New | 4,029 | 302 | 0.02% | — | 1247 | +4,029 | New | Q1 2026 | May 04, 2026 |
| Adirondack Capital Advisors, LLC | History | Added to | 4,034 | 302 | 0.19% | 0.2% | 1246 | +6 | 0.15% | Q1 2026 | Apr 09, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 4,018 | 301 | 0.04% | 0.05% | 1249 | -876 | -17.9% | Q1 2026 | Apr 15, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 4,010 | 301 | 0.02% | 0.01% | 1248 | +683 | 20.53% | Q1 2026 | May 04, 2026 |
| Sterling Group Wealth Management, LLC | History | Reduced | 4,008 | 301 | 0.14% | 0.14% | 1250 | -54 | -1.33% | Q1 2026 | May 04, 2026 |
| PROMETHIUM ADVISORS,LLC | History | No change | 4,021 | 301 | 0.16% | 0.16% | 1251 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Park Edge Advisors, LLC | History | New | 3,996 | 300 | 0.07% | — | 1254 | +3,996 | New | Q1 2026 | Apr 20, 2026 |
| ArchPoint Investors | History | No change | 4,000 | 300 | 0.07% | 0.07% | 1252 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ruggiero Investments, Inc. | History | No change | 4,000 | 300 | 0.29% | 0.27% | 1253 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| First Bank & Trust | History | No change | 3,950 | 296 | 0.05% | 0.05% | 1255 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 3,946 | 296 | 0.04% | 0.04% | 1256 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Clarius Group, LLC | History | No change | 4,000 | 294 | 0.02% | 0.02% | 1257 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 3,896 | 292 | 0.04% | 0.04% | 1258 | -141 | -3.49% | Q1 2026 | May 05, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 3,889 | 292 | 0.02% | 0.02% | 1259 | -44 | -1.12% | Q1 2026 | May 15, 2026 |
| Rodgers & Associates, LTD | History | No change | 3,894 | 292 | 0.03% | 0.03% | 1260 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| DSG Capital Advisors, LLC | History | Added to | 3,885 | 291 | 0.05% | 0.05% | 1261 | +9 | 0.23% | Q1 2026 | Apr 27, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 3,870 | 290 | 0.04% | 0.07% | 1263 | +208 | 5.68% | Q1 2026 | May 12, 2026 |
| RDA Financial Network | History | Reduced | 3,866 | 290 | 0.07% | 0.07% | 1262 | -14 | -0.36% | Q1 2026 | Apr 08, 2026 |
| SpringVest Wealth Management LLC | History | No change | 3,856 | 289 | 0.2% | 0.2% | 1264 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Hurley Capital, LLC | History | Added to | 3,835 | 288 | 0.15% | 0.12% | 1265 | +811 | 26.82% | Q1 2026 | May 06, 2026 |
| Fortis Capital Management LLC | History | Reduced | 3,824 | 287 | 0.03% | 0.04% | 1266 | -78 | -2.0% | Q1 2026 | May 11, 2026 |
| Francis Financial, Inc. | History | Added to | 3,808 | 285 | 0.05% | 0.04% | 1268 | +1,010 | 36.1% | Q1 2026 | May 07, 2026 |
| LPWM LLC | History | Added to | 3,802 | 285 | 0.07% | 0.06% | 1269 | +381 | 11.14% | Q1 2026 | Apr 08, 2026 |
| Vivaldi Capital Management LP | History | Added to | 3,807 | 285 | 0.04% | 0.04% | 1267 | +71 | 1.9% | Q1 2026 | May 14, 2026 |
| Sageworth Trust Co of South Dakota | History | No change | 3,801 | 285 | 0.23% | 0.23% | 1270 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 3,780 | 283 | 0.0% | 0.0% | 1271 | +292 | 8.37% | Q1 2026 | May 11, 2026 |
| TLWM | History | Added to | 3,724 | 279 | 0.05% | 0.05% | 1273 | +170 | 4.78% | Q1 2026 | Apr 08, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 3,720 | 279 | 0.02% | 0.02% | 1272 | +78 | 2.14% | Q1 2026 | Apr 30, 2026 |
| Haverford Trust Co | History | New | 3,712 | 278 | 0.0% | — | 1275 | +3,712 | New | Q1 2026 | May 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 3,715 | 278 | 0.01% | 0.01% | 1274 | +375 | 11.23% | Q1 2026 | Apr 29, 2026 |
| Markin Asset Management, LP | History | Reduced | 3,683 | 276 | 0.3% | 2.69% | 1276 | -29,626 | -88.94% | Q1 2026 | May 15, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 3,664 | 275 | 0.02% | 0.02% | 1278 | +331 | 9.93% | Q1 2026 | Apr 22, 2026 |
| Thrive Capital Management, LLC | History | Added to | 3,666 | 275 | 0.06% | 0.06% | 1277 | +204 | 5.89% | Q1 2026 | Apr 27, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Reduced | 3,637 | 273 | 0.07% | 0.08% | 1279 | -152 | -4.01% | Q1 2026 | Apr 09, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 3,643 | 273 | 0.06% | 0.06% | 1280 | +6 | 0.16% | Q1 2026 | Apr 21, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 3,626 | 272 | 0.05% | 0.05% | 1281 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 3,592 | 269 | 0.01% | 0.08% | 1284 | -38,473 | -91.46% | Q1 2026 | Apr 07, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Reduced | 3,594 | 269 | 0.0% | 0.02% | 1282 | -19,762 | -84.61% | Q1 2026 | May 12, 2026 |
| Regal Investment Advisors LLC | History | New | 3,593 | 269 | 0.02% | — | 1285 | +3,593 | New | Q1 2026 | May 14, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 3,588 | 269 | 0.2% | 0.19% | 1283 | 0 | 0.0% | Q1 2026 | Aug 17, 2026 |
| Bogart Wealth, LLC | History | Added to | 3,574 | 268 | 0.01% | 0.01% | 1287 | +1,702 | 90.92% | Q1 2026 | Apr 28, 2026 |
| GM Advisory Group, LLC | History | Added to | 3,574 | 268 | 0.01% | 0.01% | 1286 | +101 | 2.91% | Q1 2026 | Apr 28, 2026 |
| Heritage Trust Co | History | New | 3,559 | 267 | 0.03% | — | 1288 | +3,559 | New | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Reduced | 3,534 | 265 | 0.01% | 0.01% | 1289 | -476 | -11.87% | Q1 2026 | Apr 06, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 3,533 | 265 | 0.06% | 0.06% | 1291 | +1 | 0.03% | Q1 2026 | May 21, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | No change | 3,535 | 265 | 0.08% | 0.07% | 1290 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Financial Planning Hawaii, Inc. | History | No change | 3,533 | 265 | 0.16% | 0.15% | 1292 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HF Advisory Group, LLC | History | Reduced | 3,527 | 264 | 0.09% | 0.1% | 1293 | -402 | -10.23% | Q1 2026 | Apr 21, 2026 |
| TCTC Holdings, LLC | History | No change | 3,506 | 263 | 0.01% | 0.01% | 1294 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 3,512 | 263 | 0.08% | 0.08% | 1295 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Gradient Investments LLC | History | Added to | 3,496 | 262 | 0.0% | 0.0% | 1296 | +7 | 0.2% | Q1 2026 | Apr 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 3,485 | 261 | 0.02% | 0.02% | 1297 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Reduced | 3,190 | 260 | 0.11% | 0.12% | 1299 | -338 | -9.58% | Q1 2026 | Apr 22, 2026 |
| Essex Financial Services, Inc. | History | Added to | 3,470 | 260 | 0.01% | 0.01% | 1298 | +2 | 0.06% | Q1 2026 | Apr 24, 2026 |
| NVWM, LLC | History | Reduced | 3,451 | 259 | 0.06% | 0.14% | 1300 | -5,419 | -61.09% | Q1 2026 | Apr 27, 2026 |
| Trek Financial, LLC | History | Reduced | 3,437 | 258 | 0.01% | 0.13% | 1302 | -27,449 | -88.87% | Q1 2026 | May 13, 2026 |
| Strategic Blueprint, LLC | History | New | 3,445 | 258 | 0.01% | — | 1303 | +3,445 | New | Q1 2026 | Apr 29, 2026 |
| Capital Planning Advisors, LLC | History | No change | 3,440 | 258 | 0.04% | 0.03% | 1301 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Meridian Financial Partners LLC | History | Reduced | 3,386 | 257 | 0.1% | 0.11% | 1304 | -322 | -8.68% | Q1 2026 | Apr 15, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 3,410 | 256 | 0.16% | 0.15% | 1306 | +2 | 0.06% | Q1 2026 | May 13, 2026 |
| Certified Advisory Corp | History | Added to | 3,415 | 256 | 0.02% | 0.02% | 1305 | +1 | 0.03% | Q1 2026 | Apr 17, 2026 |
| Altiora Financial Group, LLC | History | No change | 3,410 | 256 | 0.04% | 0.04% | 1307 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Grandview Asset Management LLC | History | New | 3,378 | 253 | 0.07% | — | 1310 | +3,378 | New | Q1 2026 | May 07, 2026 |
| CNB Bank | History | No change | 3,370 | 253 | 0.11% | 0.1% | 1308 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Optivise Advisory Services LLC | History | No change | 3,371 | 253 | 0.15% | 0.14% | 1309 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Financial Management, Inc. | History | Added to | 3,365 | 252 | 0.24% | 0.23% | 1312 | +6 | 0.18% | Q1 2026 | Jul 02, 2026 |
| CSM Advisors, LLC | History | No change | 3,350 | 252 | 0.01% | 0.01% | 1311 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 3,352 | 251 | 0.03% | 0.02% | 1314 | +449 | 15.47% | Q1 2026 | May 08, 2026 |
| CHARTER RESEARCH & INVESTMENT GROUP, INC. | History | No change | 3,350 | 251 | 0.17% | 0.16% | 1313 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BENJAMIN EDWARDS INC | History | New | 3,324 | 249 | 0.0% | — | 1315 | +3,324 | New | Q1 2026 | May 12, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 3,307 | 248 | 0.14% | 0.15% | 1317 | -200 | -5.7% | Q1 2026 | Apr 10, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 3,311 | 248 | 0.04% | 0.04% | 1318 | +198 | 6.36% | Q1 2026 | Apr 21, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Added to | 3,310 | 248 | 0.15% | 0.15% | 1316 | +2 | 0.06% | Q1 2026 | Apr 27, 2026 |
| First National Advisers, LLC | History | Added to | 3,292 | 247 | 0.04% | 0.03% | 1320 | +29 | 0.89% | Q1 2026 | May 08, 2026 |
| Pacific Sage Partners, LLC | History | No change | 3,290 | 247 | 0.04% | 0.04% | 1319 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Tufton Capital Management | History | No change | 3,270 | 245 | 0.04% | 0.04% | 1321 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Rockline Wealth Management, LLC | History | Added to | 3,248 | 243 | 0.05% | 0.04% | 1322 | +509 | 18.58% | Q1 2026 | Apr 30, 2026 |
| Wealth Group Ltd | History | No change | 3,238 | 243 | 0.06% | 0.05% | 1323 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 4,000 | 242 | 0.08% | 0.05% | 1325 | +500 | 14.29% | Q1 2026 | Apr 23, 2026 |
| LongView Wealth Management | History | Reduced | 3,006 | 242 | 0.06% | 0.06% | 1326 | -35 | -1.15% | Q1 2026 | Apr 15, 2026 |
| eCIO, Inc. | History | Reduced | 3,223 | 242 | 0.11% | 0.11% | 1324 | -33 | -1.01% | Q1 2026 | Apr 14, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 3,213 | 241 | 0.01% | 0.03% | 1327 | -3,564 | -52.59% | Q1 2026 | May 06, 2026 |
| Cypress Capital Group | History | No change | 3,200 | 240 | 0.03% | 0.03% | 1328 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 3,187 | 239 | 0.01% | 0.01% | 1329 | +5 | 0.16% | Q1 2026 | Apr 21, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Added to | 3,179 | 238 | 0.04% | 0.04% | 1331 | +51 | 1.63% | Q1 2026 | May 13, 2026 |
| Owen LaRue, LLC | History | Added to | 3,176 | 238 | 0.09% | 0.09% | 1334 | +2 | 0.06% | Q1 2026 | Apr 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 3,175 | 238 | 0.01% | 0.01% | 1330 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MAIRS & POWER INC | History | No change | 3,178 | 238 | 0.0% | 0.0% | 1332 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EdgeRock Capital LLC | History | No change | 3,170 | 238 | 0.06% | 0.06% | 1333 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 3,167 | 237 | 0.06% | 0.05% | 1336 | +250 | 8.57% | Q1 2026 | Apr 20, 2026 |
| Legacy Private Trust Co. | History | No change | 3,168 | 237 | 0.01% | 0.01% | 1335 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Heartwood Wealth Advisors LLC | History | New | 3,118 | 234 | 0.02% | — | 1340 | +3,118 | New | Q1 2026 | Apr 07, 2026 |
| MASECO LLP | History | Reduced | 3,120 | 234 | 0.01% | 0.01% | 1339 | -235 | -7.0% | Q1 2026 | Apr 21, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 3,121 | 234 | 0.04% | 0.05% | 1338 | -163 | -4.96% | Q1 2026 | May 06, 2026 |
| Legacy Advisors, LLC | History | No change | 3,116 | 234 | 0.03% | 0.02% | 1337 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Align Financial, LLC | History | Reduced | 3,105 | 233 | 0.13% | 0.13% | 1342 | -225,299 | -98.64% | Q1 2026 | May 08, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 3,112 | 233 | 0.07% | 0.07% | 1341 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Emerald Investment Advisers, LLC | History | New | 3,090 | 232 | 0.02% | — | 1346 | +3,090 | New | Q1 2026 | May 11, 2026 |
| Liberty Atlantic Advisors LLC | History | Reduced | 3,093 | 232 | 0.2% | 0.24% | 1345 | -242 | -7.26% | Q1 2026 | Apr 27, 2026 |
| Ellevest, Inc. | History | No change | 3,091 | 232 | 0.03% | 0.03% | 1343 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Aspiring Ventures, LLC | History | No change | 3,100 | 232 | 0.07% | 0.08% | 1344 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 3,186 | 231 | 0.01% | 0.02% | 1347 | -2,621 | -45.14% | Q1 2026 | May 14, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 3,084 | 231 | 0.06% | 0.06% | 1351 | +190 | 6.57% | Q1 2026 | Apr 16, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 3,085 | 231 | 0.06% | 0.07% | 1349 | -124 | -3.86% | Q1 2026 | May 11, 2026 |
| Independence Bank of Kentucky | History | No change | 3,089 | 231 | 0.03% | 0.03% | 1348 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 3,082 | 231 | 0.01% | 0.01% | 1350 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | New | 3,071 | 230 | 0.02% | — | 1353 | +3,071 | New | Q1 2026 | May 05, 2026 |
| SilverOak Wealth Management LLC | History | No change | 3,073 | 230 | 0.04% | 0.04% | 1352 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ENTREWEALTH, LLC | History | New | 3,061 | 229 | 0.1% | — | 1357 | +3,061 | New | Q1 2026 | May 14, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | New | 3,055 | 229 | 0.12% | — | 1358 | +3,055 | New | Q1 2026 | May 15, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Reduced | 3,056 | 229 | 0.11% | 0.14% | 1354 | -1,097 | -26.41% | Q1 2026 | May 12, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 3,058 | 229 | 0.03% | 0.03% | 1355 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 3,050 | 229 | 0.03% | 0.03% | 1356 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bath Savings Trust Co | History | No change | 3,045 | 228 | 0.02% | 0.02% | 1359 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| FORBES J M & CO LLP | History | New | 3,025 | 227 | 0.02% | — | 1360 | +3,025 | New | Q1 2026 | Apr 16, 2026 |
| Fort Vancouver Investment Management, LLC | History | Reduced | 3,010 | 226 | 0.11% | 0.12% | 1362 | -83 | -2.68% | Q1 2026 | May 15, 2026 |
| Omega Financial Group, LLC | History | Added to | 3,016 | 226 | 0.07% | 0.07% | 1361 | +60 | 2.03% | Q1 2026 | May 12, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 3,008 | 225 | 0.07% | 0.07% | 1364 | +110 | 3.8% | Q1 2026 | May 15, 2026 |
| COURIER CAPITAL LLC | History | No change | 3,000 | 225 | 0.01% | 0.01% | 1363 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | No change | 3,008 | 225 | 0.05% | 0.05% | 1365 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 3,000 | 225 | 0.06% | 0.05% | 1366 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Family Investment Center, Inc. | History | New | 2,992 | 224 | 0.04% | — | 1369 | +2,992 | New | Q1 2026 | Apr 24, 2026 |
| Advance Capital Management, Inc. | History | No change | 2,990 | 224 | 0.01% | 0.01% | 1367 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | No change | 2,990 | 224 | 0.04% | 0.04% | 1368 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SVB WEALTH LLC | History | Reduced | 2,972 | 223 | 0.01% | 0.02% | 1370 | -1,307 | -30.54% | Q1 2026 | Apr 17, 2026 |
| Jessup Wealth Management, Inc | History | Reduced | 2,970 | 223 | 0.08% | 0.07% | 1371 | -10 | -0.34% | Q1 2026 | May 15, 2026 |
| Colonial Trust Advisors | History | Reduced | 2,966 | 222 | 0.02% | 0.03% | 1372 | -2,000 | -40.27% | Q1 2026 | May 12, 2026 |
| Altus Wealth Group LLC | History | No change | 2,969 | 222 | 0.09% | 0.09% | 1373 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Tacita Capital Inc | History | Reduced | 2,930 | 220 | 0.13% | 0.14% | 1374 | -435 | -12.93% | Q1 2026 | May 07, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 2,925 | 219 | 0.02% | 0.03% | 1375 | -906 | -23.65% | Q1 2026 | May 14, 2026 |
| Paragon Advisors, LLC | History | Reduced | 2,905 | 218 | 0.06% | 0.09% | 1376 | -1,598 | -35.49% | Q1 2026 | May 04, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 2,977 | 218 | 0.04% | 0.04% | 1377 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 2,901 | 217 | 0.01% | 0.01% | 1378 | -240 | -7.64% | Q1 2026 | May 07, 2026 |
| Atala Financial Inc | History | No change | 2,854 | 217 | 0.15% | 0.13% | 1379 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Key FInancial Inc | History | No change | 2,883 | 216 | 0.04% | 0.04% | 1380 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| INGALLS & SNYDER LLC | History | New | 2,864 | 215 | 0.01% | — | 1381 | +2,864 | New | Q1 2026 | May 13, 2026 |
| Alliance Wealth Management Group | History | New | 2,861 | 214 | 0.05% | — | 1383 | +2,861 | New | Q1 2026 | Apr 29, 2026 |
| Towercrest Capital Management | History | New | 2,861 | 214 | 0.03% | — | 1384 | +2,861 | New | Q1 2026 | May 01, 2026 |
| Ardent Capital Management, Inc. | History | No change | 2,850 | 214 | 0.09% | 0.08% | 1382 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Lynx Investment Advisory | History | New | 2,842 | 213 | 0.1% | — | 1386 | +2,842 | New | Q1 2026 | Apr 24, 2026 |
| Breachway Investments LLC | History | No change | 2,800 | 213 | 0.2% | 0.22% | 1385 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CVFG LLC | History | New | 2,803 | 210 | 0.03% | — | 1389 | +2,803 | New | Q1 2026 | Apr 29, 2026 |
| Balefire, LLC | History | New | 2,801 | 210 | 0.04% | — | 1388 | +2,801 | New | Q1 2026 | May 07, 2026 |
| Wealthstar Advisors, LLC | History | Added to | 2,807 | 210 | 0.1% | 0.09% | 1387 | +2 | 0.07% | Q1 2026 | Apr 27, 2026 |
| Capital Management Associates, Inc | History | No change | 2,795 | 209 | 0.05% | 0.05% | 1390 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| D.B. Root & Company, LLC | History | New | 2,775 | 208 | 0.05% | — | 1392 | +2,775 | New | Q1 2026 | May 12, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 2,778 | 208 | 0.04% | 0.01% | 1391 | +2,027 | 269.91% | Q1 2026 | May 11, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 2,762 | 207 | 0.03% | 0.22% | 1393 | -21,288 | -88.52% | Q1 2026 | Apr 13, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 2,762 | 207 | 0.1% | 0.09% | 1394 | +3 | 0.11% | Q1 2026 | May 04, 2026 |
| Northern Lights Advisors, Inc. | History | New | 2,748 | 206 | 0.14% | — | 1397 | +2,748 | New | Q1 2026 | Apr 21, 2026 |
| Arrowroot Family Office, LLC | History | New | 2,746 | 206 | 0.07% | — | 1396 | +2,746 | New | Q1 2026 | May 15, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 2,750 | 206 | 0.12% | 0.04% | 1395 | +1,850 | 205.56% | Q1 2026 | May 14, 2026 |
| Continuum Advisory, LLC | History | New | 2,738 | 205 | 0.02% | — | 1399 | +2,738 | New | Q1 2026 | Apr 22, 2026 |
| Santori & Peters, Inc. | History | Reduced | 2,743 | 205 | 0.06% | 0.07% | 1398 | -94 | -3.31% | Q1 2026 | May 07, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | New | 2,718 | 204 | 0.13% | — | 1403 | +2,718 | New | Q1 2026 | Apr 21, 2026 |
| Attessa Capital LLC | History | Reduced | 2,725 | 204 | 0.11% | 0.12% | 1402 | -195 | -6.68% | Q1 2026 | Apr 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 2,721 | 204 | 0.01% | 0.01% | 1401 | +45 | 1.68% | Q1 2026 | May 12, 2026 |
| Clearstead Trust, LLC | History | No change | 2,721 | 204 | 0.03% | 0.03% | 1400 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DeLarme Wealth Management, Inc. | History | New | 2,715 | 203 | 0.13% | — | 1407 | +2,715 | New | Q1 2026 | Apr 23, 2026 |
| Crescent Grove Advisors, LLC | History | New | 2,704 | 203 | 0.02% | — | 1406 | +2,704 | New | Q1 2026 | May 06, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 2,716 | 203 | 0.01% | 0.01% | 1404 | -36 | -1.31% | Q1 2026 | Apr 27, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 2,711 | 203 | 0.15% | 0.14% | 1405 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sollinda Capital Management LLC | History | Reduced | 2,692 | 202 | 0.05% | 0.47% | 1408 | -22,334 | -89.24% | Q1 2026 | Apr 30, 2026 |
| apricus wealth, LLC | History | New | 2,695 | 202 | 0.1% | — | 1410 | +2,695 | New | Q1 2026 | Apr 22, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 2,665 | 202 | 0.16% | 0.19% | 1409 | +4 | 0.15% | Q1 2026 | Apr 02, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 2,680 | 201 | 0.1% | 0.1% | 1411 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BostonPremier Wealth LLC | History | New | 2,670 | 200 | 0.1% | — | 1412 | +2,670 | New | Q1 2026 | Apr 10, 2026 |
| Intelligent Financial Strategies | History | Added to | 2,619 | 196 | 0.1% | 0.09% | 1413 | +145 | 5.86% | Q1 2026 | Apr 28, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 2,607 | 195 | 0.06% | 0.06% | 1414 | +2 | 0.08% | Q1 2026 | Apr 10, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 2,575 | 193 | 0.06% | 0.06% | 1415 | +4 | 0.16% | Q1 2026 | May 08, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 2,516 | 188 | 0.06% | 0.06% | 1416 | -20 | -0.79% | Q1 2026 | Apr 24, 2026 |
| GW&K Investment Management, LLC | History | No change | 2,495 | 187 | 0.0% | 0.0% | 1417 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 2,475 | 186 | 0.06% | 0.06% | 1418 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 2,431 | 182 | 0.02% | 0.02% | 1419 | +436 | 21.85% | Q1 2026 | May 11, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 2,106 | 171 | 0.02% | 0.03% | 1420 | -114 | -5.14% | Q1 2026 | May 06, 2026 |
| Financial Perspectives, Inc | History | Added to | 2,152 | 161 | 0.04% | 0.04% | 1421 | +180 | 9.13% | Q1 2026 | May 11, 2026 |
| Pacifica Partners Inc. | History | Added to | 2,140 | 160 | 0.05% | 0.04% | 1422 | +801 | 59.82% | Q1 2026 | Apr 09, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 2,039 | 153 | 0.05% | 0.05% | 1423 | +4 | 0.2% | Q1 2026 | Apr 14, 2026 |
| Bollard Group LLC | History | Added to | 1,997 | 150 | 0.0% | 0.0% | 1424 | +203 | 11.32% | Q1 2026 | May 14, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 2,006 | 150 | 0.08% | 0.09% | 1425 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1,941 | 147 | 0.01% | 0.01% | 1426 | -306 | -13.62% | Q1 2026 | Apr 27, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 1,948 | 146 | 0.01% | 0.01% | 1427 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 1,909 | 143 | 0.01% | 0.01% | 1428 | -10 | -0.52% | Q1 2026 | May 18, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,909 | 143 | 0.01% | 0.01% | 1429 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,862 | 139 | 0.0% | 0.01% | 1430 | -244 | -11.59% | Q1 2026 | May 15, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 1,764 | 132 | 0.02% | 0.03% | 1431 | -436 | -19.82% | Q1 2026 | May 06, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 1,811 | 131 | 0.0% | — | 1433 | +1,811 | New | Q1 2026 | May 12, 2026 |
| LGT Financial Advisors LLC | History | No change | 1,745 | 131 | 0.67% | 0.78% | 1432 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 1,743 | 130 | 0.04% | 0.04% | 1434 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 1,581 | 128 | 0.05% | 0.05% | 1435 | +2 | 0.13% | Q1 2026 | Apr 27, 2026 |
| Provident Wealth Management, LLC | History | No change | 1,666 | 125 | 0.04% | 0.04% | 1436 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 1,639 | 123 | 0.02% | 0.03% | 1437 | -284 | -14.77% | Q1 2026 | Apr 14, 2026 |
| Evolution Advisers, Inc. | History | No change | 1,649 | 123 | 0.05% | 0.05% | 1438 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 1,610 | 120 | 0.0% | 0.0% | 1439 | -6,632 | -80.47% | Q1 2026 | May 15, 2026 |
| Mondrian Investment Partners LTD | History | Reduced | 1,588 | 119 | 0.0% | 0.0% | 1440 | -2,130 | -57.29% | Q1 2026 | Apr 29, 2026 |
| Legacy Bridge, LLC | History | No change | 1,552 | 116 | 0.04% | 0.05% | 1441 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 1,541 | 115 | 0.04% | 0.04% | 1442 | +25 | 1.65% | Q1 2026 | Apr 09, 2026 |
| Beacon Financial Strategies CORP | History | Added to | 1,515 | 113 | 0.06% | 0.06% | 1443 | +1 | 0.07% | Q1 2026 | Apr 08, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 1,490 | 111 | 0.04% | 0.04% | 1444 | +127 | 9.32% | Q1 2026 | Apr 23, 2026 |
| Zeit Capital LLC | History | Reduced | 1,478 | 110 | 0.07% | 0.08% | 1445 | -68 | -4.4% | Q1 2026 | May 05, 2026 |
| Frisco Financial Planning LLC | History | Added to | 1,419 | 106 | 0.09% | 0.09% | 1446 | +3 | 0.21% | Q1 2026 | May 12, 2026 |
| Strategic Investment Advisors / MI | History | New | 1,398 | 104 | 0.01% | — | 1448 | +1,398 | New | Q1 2026 | May 18, 2026 |
| First Pacific Financial | History | Added to | 1,395 | 104 | 0.01% | 0.01% | 1447 | +2 | 0.14% | Q1 2026 | Apr 23, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 1,378 | 103 | 0.0% | 0.0% | 1449 | +2 | 0.15% | Q1 2026 | Apr 21, 2026 |
| Versant Capital Management, Inc | History | No change | 1,345 | 101 | 0.01% | 0.01% | 1450 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 1,240 | 100 | 0.03% | 0.03% | 1451 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SWAN Capital LLC | History | Reduced | 1,312 | 98 | 0.04% | 0.15% | 1452 | -3,900 | -74.83% | Q1 2026 | May 14, 2026 |
| NCP Inc. | History | Reduced | 1,300 | 97 | 0.16% | 0.46% | 1453 | -6,538 | -83.41% | Q1 2026 | May 08, 2026 |
| Financial Freedom, LLC | History | Added to | 1,271 | 95 | 0.05% | 0.05% | 1454 | +2 | 0.16% | Q1 2026 | Apr 30, 2026 |
| Copia Wealth Management | History | Added to | 1,252 | 94 | 0.06% | 0.06% | 1456 | +100 | 8.68% | Q1 2026 | May 04, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 1,260 | 94 | 0.0% | 0.0% | 1455 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 1,248 | 93 | 0.07% | 0.05% | 1458 | +250 | 25.05% | Q1 2026 | Apr 17, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,246 | 93 | 0.01% | 0.01% | 1457 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Heritage Wealth Advisors | History | Reduced | 1,226 | 92 | 0.0% | 0.0% | 1459 | -382 | -23.76% | Q1 2026 | May 13, 2026 |
| Ankerstar Wealth, LLC | History | No change | 1,223 | 91 | 0.1% | 0.09% | 1460 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,106 | 84 | 0.01% | 0.0% | 1461 | +124 | 12.63% | Q1 2026 | May 01, 2026 |
| Scarborough Advisors, LLC | History | New | 1,115 | 83 | 0.01% | — | 1463 | +1,115 | New | Q1 2026 | May 07, 2026 |
| Synergy Investment Management, LLC | History | New | 1,112 | 83 | 0.03% | — | 1464 | +1,112 | New | Q1 2026 | May 14, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 1,109 | 83 | 0.04% | 0.03% | 1462 | +457 | 70.09% | Q1 2026 | May 13, 2026 |
| Biltmore Family Office, LLC | History | No change | 1,105 | 82 | 0.01% | 0.01% | 1465 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,076 | 80 | 0.0% | — | 1466 | +1,076 | New | Q1 2026 | May 14, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 1,052 | 79 | 0.0% | — | 1467 | +1,052 | New | Q1 2026 | Apr 16, 2026 |
| Bangor Savings Bank | History | No change | 1,045 | 78 | 0.01% | 0.01% | 1468 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Community Bank, N.A. | History | No change | 1,034 | 77 | 0.01% | 0.01% | 1469 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Horizons Wealth Management | History | No change | 1,014 | 76 | 0.05% | 0.05% | 1470 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 1,000 | 75 | 0.01% | 0.01% | 1471 | +65 | 6.95% | Q1 2026 | Apr 15, 2026 |
| Activest Wealth Management | History | No change | 967 | 72 | 0.01% | 0.01% | 1472 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 951 | 71 | 0.01% | 0.01% | 1474 | +266 | 38.83% | Q1 2026 | Apr 06, 2026 |
| Westside Investment Management, Inc. | History | Added to | 948 | 71 | 0.01% | 0.01% | 1473 | +145 | 18.06% | Q1 2026 | May 04, 2026 |
| Arlington Trust Co LLC | History | No change | 955 | 71 | 0.01% | 0.01% | 1475 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Clayton Financial Group LLC | History | No change | 947 | 71 | 0.04% | 0.04% | 1476 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Midway Capital Research & Management | History | New | 945 | 70 | 0.07% | — | 1479 | +945 | New | Q1 2026 | Apr 13, 2026 |
| BARCLAYS PLC | History | No change | 935 | 70 | 0.0% | 0.0% | 1477 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Crewe Advisors LLC | History | No change | 936 | 70 | 0.01% | 0.01% | 1478 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Family Manage LLC | History | Added to | 896 | 67 | 0.01% | 0.01% | 1480 | +1 | 0.11% | Q1 2026 | May 15, 2026 |
| Monetary Solutions, Ltd | History | No change | 903 | 67 | 0.06% | 0.07% | 1481 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Leo H. Evart, Inc. | History | New | 890 | 66 | 0.06% | — | 1483 | +890 | New | Q1 2026 | May 13, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 835 | 66 | 0.05% | 0.17% | 1482 | -835 | -50.0% | Q1 2026 | Jul 01, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 871 | 65 | 0.02% | — | 1484 | +871 | New | Q1 2026 | May 08, 2026 |
| Mascoma Wealth Management LLC | History | No change | 839 | 63 | 0.01% | 0.01% | 1485 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 814 | 61 | 0.02% | 0.0% | 1486 | +682 | 516.67% | Q1 2026 | Apr 23, 2026 |
| ORG Partners LLC | History | No change | 836 | 61 | 0.01% | 0.01% | 1487 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 799 | 60 | 0.01% | 0.01% | 1488 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Private Wealth Management Group, LLC | History | No change | 805 | 60 | 0.02% | 0.02% | 1489 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CDKV HOLDINGS LLC | History | No change | 805 | 60 | 0.05% | 0.05% | 1490 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CoreFirst Bank & Trust | History | No change | 774 | 58 | 0.03% | 0.03% | 1491 | 0 | 0.0% | Q1 2026 | Jun 03, 2026 |
| Pandora Wealth, Inc. | History | No change | 795 | 58 | 0.04% | 0.04% | 1492 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Clark Wealth Partners | History | No change | 748 | 56 | 0.04% | 0.03% | 1493 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tradewinds Capital Management, LLC | History | New | 737 | 55 | 0.01% | — | 1495 | +737 | New | Q1 2026 | Apr 14, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 744 | 55 | 0.01% | 0.01% | 1494 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 690 | 52 | 0.01% | 0.0% | 1496 | +500 | 263.16% | Q1 2026 | Apr 17, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 682 | 51 | 0.0% | — | 1498 | +682 | New | Q1 2026 | Apr 29, 2026 |
| Dorato Capital Management | History | No change | 644 | 51 | 0.04% | 0.04% | 1497 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Graney & King, LLC | History | Added to | 678 | 50 | 0.03% | 0.03% | 1500 | +77 | 12.81% | Q1 2026 | May 18, 2026 |
| Addison Advisors LLC | History | No change | 671 | 50 | 0.01% | 0.01% | 1499 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Miller Capital Partners, Inc. | History | No change | 674 | 50 | 0.02% | 0.02% | 1501 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PFS Partners, LLC | History | Added to | 641 | 48 | 0.02% | 0.02% | 1502 | +1 | 0.16% | Q1 2026 | Apr 09, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 641 | 48 | 0.04% | 0.04% | 1503 | +1 | 0.16% | Q1 2026 | Apr 22, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 607 | 45 | 0.01% | 0.01% | 1504 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BFSG, LLC | History | No change | 593 | 44 | 0.0% | 0.0% | 1505 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Kentucky Trust Co | History | No change | 555 | 41 | 0.02% | 0.02% | 1506 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 517 | 38 | 0.02% | 0.01% | 1508 | +1 | 0.19% | Q1 2026 | May 07, 2026 |
| Centerpoint Advisors, LLC | History | No change | 500 | 38 | 0.01% | 0.01% | 1507 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Aventura Private Wealth, LLC | History | No change | 513 | 38 | 0.01% | 0.01% | 1509 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | Reduced | 500 | 37 | 0.02% | 0.02% | 1510 | -300 | -37.5% | Q1 2026 | May 01, 2026 |
| Abound Wealth Management | History | Reduced | 495 | 37 | 0.01% | 0.01% | 1511 | -133 | -21.18% | Q1 2026 | Apr 10, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 483 | 36 | 0.01% | 0.02% | 1512 | -356 | -42.43% | Q1 2026 | Apr 17, 2026 |
| HighMark Wealth Management LLC | History | Added to | 487 | 36 | 0.01% | 0.01% | 1514 | +1 | 0.21% | Q1 2026 | May 05, 2026 |
| Pioneer Family Office, LLC | History | Added to | 482 | 36 | 0.02% | 0.02% | 1515 | +1 | 0.21% | Q1 2026 | May 13, 2026 |
| TSFG, LLC | History | No change | 478 | 36 | 0.01% | 0.01% | 1513 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CITY HOLDING CO | History | New | 468 | 35 | 0.0% | — | 1517 | +468 | New | Q1 2026 | Apr 15, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 470 | 35 | 0.02% | 0.02% | 1516 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 454 | 34 | 0.01% | 0.0% | 1519 | +414 | 1035.0% | Q1 2026 | May 15, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 457 | 34 | 0.03% | 0.03% | 1518 | -2 | -0.44% | Q1 2026 | May 06, 2026 |
| Kimelman & Baird, LLC | History | New | 432 | 32 | 0.0% | — | 1521 | +432 | New | Q1 2026 | May 13, 2026 |
| Cordgrass Capital Advisors, LLC | History | New | 430 | 32 | 0.01% | — | 1522 | +430 | New | Q1 2026 | May 07, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 435 | 32 | 0.0% | 0.0% | 1520 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| GGM Financial LLC | History | Added to | 407 | 30 | 0.01% | 0.01% | 1524 | +1 | 0.25% | Q1 2026 | May 11, 2026 |
| Cheviot Value Management, LLC | History | No change | 402 | 30 | 0.0% | 0.0% | 1523 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Kings Path Partners LLC | History | Added to | 383 | 28 | 0.01% | 0.01% | 1525 | +1 | 0.26% | Q1 2026 | Aug 20, 2026 |
| United Community Bank | History | Reduced | 371 | 27 | 0.01% | 0.01% | 1528 | -142 | -27.68% | Q1 2026 | Apr 24, 2026 |
| Trust Co | History | No change | 371 | 27 | 0.0% | 0.0% | 1526 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Stephens Consulting, LLC | History | No change | 372 | 27 | 0.01% | 0.01% | 1527 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Colonial Trust Co / SC | History | No change | 350 | 26 | 0.0% | 0.0% | 1529 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 332 | 24 | 0.0% | 0.01% | 1530 | -5,328 | -94.13% | Q1 2026 | May 15, 2026 |
| SUMMER ROAD LLC | History | Added to | 320 | 24 | 0.02% | 0.02% | 1531 | +1 | 0.31% | Q1 2026 | Apr 23, 2026 |
| Princeton Global Asset Management LLC | History | No change | 325 | 24 | 0.0% | 0.0% | 1532 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Rakuten Securities, Inc. | History | Added to | 302 | 22 | 0.01% | — | 1533 | +292 | 2920.0% | Q1 2026 | May 01, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 288 | 21 | 0.01% | — | 1536 | +288 | New | Q1 2026 | May 13, 2026 |
| Timmons Wealth Management, LLC | History | Added to | 293 | 21 | 0.02% | 0.02% | 1534 | +1 | 0.34% | Q1 2026 | May 11, 2026 |
| Cornerstone Financial Management LLC | History | No change | 282 | 21 | 0.02% | 0.02% | 1535 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Nemes Rush Group LLC | History | No change | 270 | 20 | 0.0% | 0.0% | 1537 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Financial Connections Group, Inc. | History | No change | 254 | 19 | 0.01% | 0.01% | 1538 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 255 | 19 | 0.01% | 0.01% | 1539 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 252 | 18 | 0.01% | — | 1541 | +252 | New | Q1 2026 | Apr 13, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 250 | 18 | 0.02% | — | 1542 | +250 | New | Q1 2026 | May 05, 2026 |
| NorthAvenue LLC | History | No change | 241 | 18 | 0.01% | 0.01% | 1540 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Key Capital Management, INC | History | Added to | 228 | 17 | 0.01% | 0.01% | 1545 | +128 | 128.0% | Q1 2026 | May 07, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 234 | 17 | 0.0% | 0.0% | 1543 | +94 | 67.14% | Q1 2026 | Apr 13, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 231 | 17 | 0.0% | 0.0% | 1544 | +80 | 52.98% | Q1 2026 | Apr 28, 2026 |
| McMillan Office, Inc. | History | No change | 236 | 17 | 0.0% | 0.0% | 1546 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Reduced | 224 | 16 | 0.01% | 0.01% | 1549 | -36 | -13.85% | Q1 2026 | May 14, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 216 | 16 | 0.01% | 0.01% | 1547 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Crews Bank & Trust | History | No change | 218 | 16 | 0.0% | 0.0% | 1548 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Piscataqua Savings Bank | History | No change | 200 | 15 | 0.01% | 0.01% | 1550 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Quent Capital, LLC | History | No change | 205 | 15 | 0.0% | 0.0% | 1551 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| JDM Financial Group LLC | History | No change | 203 | 15 | 0.01% | 0.01% | 1552 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Longview Financial Advisors, Inc. | History | New | 176 | 13 | 0.01% | — | 1556 | +176 | New | Q1 2026 | Apr 20, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 178 | 13 | 0.01% | 0.01% | 1553 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 185 | 13 | 0.01% | 0.01% | 1554 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 175 | 13 | 0.0% | 0.0% | 1555 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GoalVest Advisory LLC | History | No change | 166 | 12 | 0.0% | 0.0% | 1557 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 151 | 11 | 0.01% | — | 1559 | +151 | New | Q1 2026 | Apr 21, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 160 | 11 | 0.0% | 0.0% | 1558 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 140 | 10 | 0.01% | — | 1564 | +140 | New | Q1 2026 | May 15, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 145 | 10 | 0.01% | 0.01% | 1563 | -110 | -43.14% | Q1 2026 | May 14, 2026 |
| ALERUS FINANCIAL NA | History | No change | 140 | 10 | 0.0% | 0.0% | 1560 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Hartford Financial Management Inc. | History | No change | 137 | 10 | 0.0% | 0.0% | 1561 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Motiv8 Investments LLC | History | No change | 131 | 10 | 0.01% | 0.01% | 1562 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Philadelphia Investment Partners, LLC | History | New | 131 | 9 | 0.01% | — | 1568 | +131 | New | Q1 2026 | May 05, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 120 | 9 | 0.0% | 0.0% | 1565 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 125 | 9 | 0.0% | 0.0% | 1566 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MidFirst Bank | History | No change | 125 | 9 | 0.0% | 0.0% | 1567 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 100 | 7 | 0.0% | 0.02% | 1570 | -810 | -89.01% | Q1 2026 | Apr 14, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 106 | 7 | 0.0% | 0.0% | 1571 | -29 | -21.48% | Q1 2026 | Apr 23, 2026 |
| Holos Integrated Wealth LLC | History | Added to | 102 | 7 | 0.0% | 0.0% | 1573 | +1 | 0.99% | Q1 2026 | Apr 08, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 105 | 7 | 0.0% | 0.0% | 1569 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Rialto Wealth Management, LLC | History | No change | 99 | 7 | 0.0% | 0.0% | 1572 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| United Financial Planning Group LLC | History | No change | 105 | 7 | 0.0% | 0.0% | 1574 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TopTier Wealth Management, LLC | History | New | 88 | 6 | 0.0% | — | 1578 | +88 | New | Q1 2026 | May 05, 2026 |
| Sunbelt Securities, Inc. | History | No change | 89 | 6 | 0.0% | 0.0% | 1575 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Darwin Wealth Management, LLC | History | No change | 84 | 6 | 0.0% | 0.0% | 1576 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Creative Capital Management Investments LLC | History | No change | 93 | 6 | 0.0% | 0.0% | 1577 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 76 | 5 | 0.0% | — | 1579 | +76 | New | Q1 2026 | May 14, 2026 |
| PlanVest Financial, Inc | History | New | 71 | 5 | 0.0% | — | 1580 | +71 | New | Q1 2026 | May 14, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 58 | 4 | 0.0% | 0.0% | 1581 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| IAG Wealth Partners, LLC | History | No change | 61 | 4 | 0.0% | 0.0% | 1582 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 40 | 3 | 0.0% | 0.0% | 1583 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| STEPH & CO | History | No change | 44 | 3 | 0.0% | 0.0% | 1584 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 44 | 3 | 0.0% | 0.0% | 1585 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Valued Wealth Advisors LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 1586 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 29 | 2 | 0.0% | — | 1594 | +29 | New | Q1 2026 | May 11, 2026 |
| COUNTRY TRUST BANK | History | No change | 30 | 2 | 0.0% | 0.0% | 1587 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 1588 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DecisionPoint Financial, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 1589 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 31 | 2 | 0.0% | 0.0% | 1590 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Gen-Wealth Partners Inc | History | No change | 39 | 2 | 0.0% | 0.0% | 1591 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Fairscale Capital, LLC | History | No change | 31 | 2 | 0.0% | 0.0% | 1592 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Navigoe, LLC | History | No change | 33 | 2 | 0.0% | 0.0% | 1593 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 1595 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Essential Investment Partners LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 1596 | 0 | 0.0% | Q1 2026 | Jul 15, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | Closed out | 0 | 0 | — | 7.87% | — | -1,690,359 | -100.0% | Q1 2026 | May 13, 2026 |
| Select Equity Group, L.P. | History | Closed out | 0 | 0 | — | 0.17% | — | -546,590 | -100.0% | Q1 2026 | May 15, 2026 |
| GFS Advisors, LLC | History | Closed out | 0 | 0 | — | 0.65% | — | -74,910 | -100.0% | Q1 2026 | Apr 30, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -64,262 | -100.0% | Q1 2026 | Apr 29, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.01% | — | -60,444 | -100.0% | Q1 2026 | May 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -37,527 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -21,814 | -100.0% | Q1 2026 | May 14, 2026 |
| Motley Fool Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -18,620 | -100.0% | Q1 2026 | May 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,368 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -15,338 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -13,619 | -100.0% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -13,381 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -12,879 | -100.0% | Q1 2026 | May 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Closed out | 0 | 0 | — | 0.0% | — | -11,610 | -100.0% | Q1 2026 | May 15, 2026 |
| VestGen Investment Management | History | Closed out | 0 | 0 | — | 0.47% | — | -11,496 | -100.0% | Q1 2026 | May 12, 2026 |
| UNIVEST FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -10,523 | -100.0% | Q1 2026 | May 01, 2026 |
| KWMG, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -9,257 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Aristotle Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,347 | -100.0% | Q1 2026 | May 15, 2026 |
| Matrix Trust Co | History | Closed out | 0 | 0 | — | 0.1% | — | -8,184 | -100.0% | Q1 2026 | Apr 09, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -7,330 | -100.0% | Q1 2026 | May 15, 2026 |
| Aureus Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,584 | -100.0% | Q1 2026 | May 13, 2026 |
| SMI Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,774 | -100.0% | Q1 2026 | Apr 07, 2026 |
| ADIRONDACK TRUST CO | History | Closed out | 0 | 0 | — | 0.12% | — | -5,105 | -100.0% | Q1 2026 | Apr 03, 2026 |
| Capital Group Private Client Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,347 | -100.0% | Q1 2026 | May 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,318 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,045 | -100.0% | Q1 2026 | May 18, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,962 | -100.0% | Q1 2026 | Apr 20, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -3,877 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -3,826 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Revisor Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,720 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Advisory Alpha, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,604 | -100.0% | Q1 2026 | May 14, 2026 |
| Aurora Private Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -3,583 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Aspen Grove Capital, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,443 | -100.0% | Q1 2026 | May 14, 2026 |
| Alpha Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,349 | -100.0% | Q1 2026 | May 11, 2026 |
| BSW Wealth Partners | History | Closed out | 0 | 0 | — | 0.03% | — | -3,199 | -100.0% | Q1 2026 | Apr 14, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -3,155 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Golden Reserve Retirement LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,105 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Mason Investment Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,035 | -100.0% | Q1 2026 | May 14, 2026 |
| Element Wealth, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,015 | -100.0% | Q1 2026 | May 04, 2026 |
| August Group Capital Ltd | History | Closed out | 0 | 0 | — | 0.24% | — | -2,995 | -100.0% | Q1 2026 | May 14, 2026 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,923 | -100.0% | Q1 2026 | Apr 21, 2026 |
| SageView Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,854 | -100.0% | Q1 2026 | Aug 10, 2026 |
| CAMBIAR INVESTORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,794 | -100.0% | Q1 2026 | May 12, 2026 |
| TPG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,753 | -100.0% | Q1 2026 | May 08, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Copeland Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,171 | -100.0% | Q1 2026 | May 06, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,790 | -100.0% | Q1 2026 | May 11, 2026 |
| Shakespeare Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,383 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,102 | -100.0% | Q1 2026 | May 15, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -779 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -669 | -100.0% | Q1 2026 | May 15, 2026 |
| Washington Trust Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -589 | -100.0% | Q1 2026 | Apr 06, 2026 |
| BERNZOTT CAPITAL ADVISORS | History | Closed out | 0 | 0 | — | 0.01% | — | -400 | -100.0% | Q1 2026 | Apr 30, 2026 |
| SOA Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -255 | -100.0% | Q1 2026 | May 20, 2026 |
| Westend Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -185 | -100.0% | Q1 2026 | Apr 14, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -112 | -100.0% | Q1 2026 | May 01, 2026 |
| Delos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q1 2026 | May 14, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q1 2026 | May 15, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q1 2026 | May 12, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q1 2026 | Apr 24, 2026 |
| McIlrath & Eck, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 19, 2026 |