VANGUARD SCOTTSDALE FUNDS - VGSH
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 51,830,651 | 3,031,574 | 0.19% | 0.16% | 1 | +7,558,690 | 17.07% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 27,795,731 | 1,627,162 | 0.1% | 0.08% | 2 | +4,026,070 | 16.94% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 11,529,094 | 674,913 | 0.05% | 0.04% | 3 | +1,124,185 | 10.8% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 10,154,088 | 594,420 | 0.93% | 0.82% | 4 | +1,195,456 | 13.34% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 8,786,540 | 514,364 | 0.06% | 0.04% | 5 | +3,318,608 | 60.69% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 7,965,601 | 466,306 | 0.06% | 0.06% | 6 | -459,774 | -5.46% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 6,384,245 | 373,733 | 0.06% | 0.02% | 7 | +3,868,882 | 153.81% | Q1 2026 | May 05, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 5,832,672 | 341,444 | 7.36% | 10.47% | 8 | -2,246,145 | -27.8% | Q1 2026 | Apr 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,686,535 | 332,889 | 0.06% | 0.04% | 9 | +1,929,878 | 51.37% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Added to | 5,265,965 | 308,269 | 0.44% | 0.41% | 10 | +435,051 | 9.01% | Q1 2026 | May 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 5,100,961 | 298,610 | 3.27% | 2.44% | 11 | +1,299,307 | 34.18% | Q1 2026 | May 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 4,867,688 | 284,954 | 4.59% | 4.69% | 12 | +135,541 | 2.86% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 4,480,376 | 262,281 | 0.07% | 0.06% | 13 | +979,775 | 27.99% | Q1 2026 | May 06, 2026 |
| STATE STREET CORP | History | No change | 4,400,000 | 257,576 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,066,826 | 238,072 | 0.06% | 0.06% | 15 | +820,447 | 25.27% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,600,561 | 210,776 | 0.06% | 0.06% | 16 | +178,126 | 5.2% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,192,770 | 186,981 | 0.04% | 0.05% | 17 | -233,766 | -6.82% | Q1 2026 | May 15, 2026 |
| Arlington Trust Co LLC | History | Added to | 3,092,443 | 181,031 | 15.95% | 0.01% | 18 | +3,090,718 | 179172.06% | Q1 2026 | Apr 08, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 2,917,104 | 170,767 | 6.43% | 6.35% | 19 | +17,175 | 0.59% | Q1 2026 | May 12, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 2,779,808 | 162,729 | 2.34% | 2.41% | 20 | +226,705 | 8.88% | Q1 2026 | Apr 10, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,481,150 | 145,247 | 0.03% | 0.02% | 21 | +227,579 | 10.1% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 2,437,710 | 142,659 | 0.2% | 0.17% | 22 | +203,716 | 9.12% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 2,434,252 | 142,501 | 0.06% | 0.02% | 23 | +1,549,298 | 175.07% | Q1 2026 | May 11, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 2,283,713 | 133,688 | 1.13% | 1.41% | 24 | -503,061 | -18.05% | Q1 2026 | May 07, 2026 |
| NewEdge Wealth, LLC | History | Added to | 2,240,609 | 131,165 | 1.56% | 1.31% | 25 | +266,043 | 13.47% | Q1 2026 | May 13, 2026 |
| M&T BANK CORP | History | Reduced | 2,162,215 | 126,576 | 0.43% | 0.64% | 26 | -1,227,661 | -36.22% | Q1 2026 | May 12, 2026 |
| Smithfield Trust Co | History | Added to | 2,126,368 | 124,479 | 5.42% | 5.26% | 27 | +99,449 | 4.91% | Q1 2026 | May 08, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 2,070,258 | 121,192 | 2.51% | 2.24% | 28 | +277,650 | 15.49% | Q1 2026 | Apr 27, 2026 |
| NEPC LLC | History | No change | 1,993,299 | 116,687 | 2.32% | 2.49% | 29 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,902,776 | 111,390 | 0.12% | 0.12% | 30 | -7,887 | -0.41% | Q1 2026 | May 05, 2026 |
| MAI Capital Management | History | Added to | 1,885,493 | 110,376 | 0.62% | 0.6% | 31 | +119,920 | 6.79% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,767,504 | 103,472 | 0.15% | 0.13% | 32 | +301,733 | 20.59% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Added to | 1,736,049 | 101,628 | 1.16% | 1.0% | 33 | +235,199 | 15.67% | Q1 2026 | Apr 20, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 1,673,967 | 97,994 | 1.55% | 1.15% | 34 | +471,874 | 39.25% | Q1 2026 | May 13, 2026 |
| Miller Investment Management, LP | History | Added to | 1,673,914 | 97,990 | 9.73% | 8.51% | 35 | +190,524 | 12.84% | Q1 2026 | May 08, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 1,644,677 | 96,279 | 0.25% | 0.15% | 36 | +604,400 | 58.1% | Q1 2026 | May 11, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 1,537,458 | 90,002 | 5.79% | 4.0% | 37 | +458,804 | 42.53% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 1,481,747 | 86,741 | 0.1% | 0.09% | 38 | +108,901 | 7.93% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,442,644 | 84,452 | 0.45% | 0.54% | 39 | +137,445 | 10.53% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 1,365,541 | 79,938 | 0.98% | 1.06% | 40 | -34,490 | -2.46% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Reduced | 1,363,191 | 79,801 | 0.05% | 0.06% | 41 | -106,883 | -7.27% | Q1 2026 | May 12, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Added to | 1,331,529 | 77,947 | 1.57% | 1.54% | 42 | +28,991 | 2.23% | Q1 2026 | May 11, 2026 |
| Evensky & Katz LLC | History | Added to | 1,324,856 | 77,557 | 4.41% | 4.2% | 43 | +58,687 | 4.64% | Q1 2026 | Apr 22, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 1,260,898 | 73,812 | 0.88% | 0.98% | 44 | -87,353 | -6.48% | Q1 2026 | May 01, 2026 |
| Oak Harvest Investment Services | History | Added to | 1,227,277 | 71,844 | 7.5% | 6.11% | 45 | +273,755 | 28.71% | Q1 2026 | Apr 22, 2026 |
| Advisory Alpha, LLC | History | Reduced | 1,216,871 | 71,238 | 1.95% | 2.08% | 46 | -84,491 | -6.49% | Q1 2026 | May 14, 2026 |
| MAYPORT, LLC | History | Added to | 1,205,223 | 70,553 | 13.12% | 12.93% | 47 | +112,191 | 10.26% | Q1 2026 | Apr 21, 2026 |
| WIT, LLC | History | New | 1,189,666 | 69,643 | 1.31% | — | 48 | +1,189,666 | New | Q1 2026 | May 15, 2026 |
| Elm Partners Management LLC | History | Reduced | 1,165,925 | 68,194 | 2.96% | 3.54% | 49 | -162,784 | -12.25% | Q1 2026 | May 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 1,150,169 | 67,330 | 1.16% | 1.16% | 50 | +43,422 | 3.92% | Q1 2026 | May 04, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,140,697 | 66,776 | 0.52% | 0.04% | 51 | +1,052,413 | 1192.08% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 1,135,860 | 66,493 | 0.97% | 0.11% | 52 | +1,010,426 | 805.54% | Q1 2026 | Apr 17, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 1,096,947 | 64,215 | 0.43% | 0.46% | 53 | -28,957 | -2.57% | Q1 2026 | May 07, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,067,888 | 62,514 | 0.08% | 0.09% | 54 | -40,784 | -3.68% | Q1 2026 | Apr 27, 2026 |
| Chemistry Wealth Management LLC | History | Added to | 1,061,040 | 62,113 | 10.92% | 11.34% | 55 | +29,256 | 2.84% | Q1 2026 | Apr 09, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Added to | 1,051,879 | 61,576 | 14.18% | 12.97% | 56 | +102,059 | 10.75% | Q1 2026 | Apr 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,028,572 | 60,212 | 0.01% | 0.0% | 57 | +927,477 | 917.43% | Q1 2026 | May 13, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 1,009,460 | 59,093 | 10.42% | 10.18% | 58 | +60,308 | 6.35% | Q1 2026 | Apr 17, 2026 |
| Cetera Investment Advisers | History | Added to | 1,007,296 | 58,967 | 0.06% | 0.06% | 59 | +74,124 | 7.94% | Q1 2026 | May 13, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 979,118 | 57,317 | 1.78% | 2.32% | 60 | -222,774 | -18.54% | Q1 2026 | May 04, 2026 |
| Falcon Wealth Planning | History | Added to | 969,208 | 56,737 | 3.87% | 4.31% | 61 | +97,655 | 11.2% | Q1 2026 | Apr 20, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 935,053 | 54,738 | 0.88% | 0.0% | 62 | +931,530 | 26441.39% | Q1 2026 | Apr 27, 2026 |
| Portland Global Advisors LLC | History | Added to | 866,281 | 50,712 | 5.41% | 5.13% | 63 | +52,275 | 6.42% | Q1 2026 | May 11, 2026 |
| Foster Group, Inc. | History | Added to | 864,813 | 50,626 | 1.51% | 1.45% | 64 | +49,914 | 6.13% | Q1 2026 | Apr 13, 2026 |
| INSIGHT 2811, INC. | History | Added to | 851,443 | 49,843 | 20.85% | 21.34% | 65 | +27,695 | 3.36% | Q1 2026 | May 07, 2026 |
| Strata Wealth Advisors, LLC | History | Reduced | 842,394 | 49,313 | 13.52% | 14.79% | 66 | -62,954 | -6.95% | Q1 2026 | Apr 28, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 842,298 | 49,308 | 9.7% | 9.39% | 67 | +36,279 | 4.5% | Q1 2026 | May 11, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 838,252 | 49,071 | 2.96% | 2.81% | 68 | +22,035 | 2.7% | Q1 2026 | May 01, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 769,442 | 45,043 | 3.38% | 2.24% | 69 | +286,940 | 59.47% | Q1 2026 | May 15, 2026 |
| Beacon Capital Management, Inc. | History | New | 763,790 | 44,712 | 2.51% | — | 70 | +763,790 | New | Q1 2026 | May 08, 2026 |
| Klaas Financial Asset Advisors, LLC | History | New | 740,507 | 43,349 | 5.99% | — | 71 | +740,507 | New | Q1 2026 | Apr 16, 2026 |
| VANGUARD ADVISERS INC | History | New | 732,573 | 42,884 | 0.17% | — | 72 | +732,573 | New | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | Added to | 723,029 | 42,323 | 0.05% | 0.05% | 73 | +44,460 | 6.55% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 717,884 | 42,024 | 0.15% | 0.16% | 74 | -13,643 | -1.87% | Q1 2026 | May 13, 2026 |
| American Money Management, LLC | History | Added to | 696,632 | 40,780 | 6.45% | 6.21% | 75 | +23,593 | 3.51% | Q1 2026 | May 11, 2026 |
| VANGUARD GROUP INC | History | No change | 688,684 | 40,446 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 690,209 | 40,404 | 5.04% | 5.03% | 77 | +7,745 | 1.13% | Q1 2026 | May 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 661,171 | 38,704 | 2.6% | 2.14% | 78 | +123,072 | 22.87% | Q1 2026 | Apr 10, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 650,445 | 38,077 | 5.52% | 3.65% | 79 | +247,206 | 61.31% | Q1 2026 | May 11, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Added to | 639,260 | 37,422 | 8.41% | 8.18% | 80 | +19,449 | 3.14% | Q1 2026 | Apr 15, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 637,238 | 37,303 | 5.87% | 5.42% | 81 | +54,882 | 9.42% | Q1 2026 | Apr 21, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 630,940 | 36,935 | 0.62% | 0.6% | 82 | +17,610 | 2.87% | Q1 2026 | Apr 21, 2026 |
| Beacon Bank & Trust | History | Added to | 620,644 | 36,332 | 7.45% | 7.25% | 83 | +12,053 | 1.98% | Q1 2026 | Apr 28, 2026 |
| Johns Hopkins University | History | No change | 616,877 | 36,111 | 2.62% | 2.64% | 84 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 608,779 | 35,637 | 0.06% | 0.06% | 85 | +432 | 0.07% | Q1 2026 | May 14, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 608,248 | 35,606 | 6.18% | 6.17% | 86 | +15,188 | 2.56% | Q1 2026 | May 05, 2026 |
| Facet Wealth, Inc. | History | Added to | 605,958 | 35,472 | 0.61% | 0.58% | 87 | +48,067 | 8.62% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 601,990 | 35,240 | 0.02% | 0.02% | 88 | -20,027 | -3.22% | Q1 2026 | May 07, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 598,351 | 35,027 | 0.28% | — | 89 | +598,351 | New | Q1 2026 | May 01, 2026 |
| Westerkirk Capital Inc. | History | Reduced | 597,540 | 34,979 | 3.77% | 4.97% | 90 | -270,610 | -31.17% | Q1 2026 | May 14, 2026 |
| Arista Wealth Management, LLC | History | Added to | 595,609 | 34,866 | 4.24% | 4.19% | 91 | +15,781 | 2.72% | Q1 2026 | Apr 30, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 589,560 | 34,512 | 1.64% | 1.45% | 92 | +56,031 | 10.5% | Q1 2026 | May 08, 2026 |
| BROWN ADVISORY INC | History | Reduced | 588,276 | 34,437 | 0.06% | 0.14% | 93 | -1,126,141 | -65.69% | Q1 2026 | May 15, 2026 |
| Opus Capital Group, LLC | History | Added to | 586,072 | 34,309 | 3.69% | 3.67% | 94 | +8,701 | 1.51% | Q1 2026 | Apr 30, 2026 |
| Haverford Trust Co | History | Added to | 582,508 | 34,100 | 0.31% | 0.28% | 95 | +53,150 | 10.04% | Q1 2026 | May 11, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 572,906 | 33,537 | 1.48% | 2.3% | 96 | -298,032 | -34.22% | Q1 2026 | Apr 09, 2026 |
| Talon Private Wealth, LLC | History | New | 572,787 | 33,530 | 4.45% | — | 97 | +572,787 | New | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 568,535 | 33,282 | 0.01% | 0.01% | 98 | +26,908 | 4.97% | Q1 2026 | May 13, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 563,005 | 32,958 | 0.52% | 0.53% | 99 | +39,236 | 7.49% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 542,459 | 31,756 | 0.08% | 0.05% | 100 | +207,904 | 62.14% | Q1 2026 | Apr 30, 2026 |
| Concord Wealth Partners | History | Added to | 541,322 | 31,688 | 4.11% | 0.0% | 101 | +541,151 | 316462.57% | Q1 2026 | May 01, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 540,895 | 31,663 | 0.0% | 0.0% | 102 | +26,317 | 5.11% | Q1 2026 | May 15, 2026 |
| Concord Asset Management, LLC/VA | History | New | 537,841 | 31,485 | 5.32% | — | 103 | +537,841 | New | Q1 2026 | May 01, 2026 |
| Brookstone Capital Management | History | Added to | 528,993 | 30,967 | 0.35% | 0.35% | 104 | +5,937 | 1.14% | Q1 2026 | Apr 16, 2026 |
| Five Oceans Advisors | History | Reduced | 528,506 | 30,938 | 11.19% | 11.47% | 105 | -24,149 | -4.37% | Q1 2026 | Apr 07, 2026 |
| Carnegie Investment Counsel | History | Reduced | 526,441 | 30,817 | 0.6% | 0.59% | 106 | -13,891 | -2.57% | Q1 2026 | May 01, 2026 |
| STEPHENS INC /AR/ | History | Added to | 515,464 | 30,175 | 0.38% | 0.36% | 107 | +19,497 | 3.93% | Q1 2026 | Apr 28, 2026 |
| Morling Financial Advisors, LLC | History | Added to | 513,824 | 30,079 | 9.25% | 8.78% | 108 | +38,094 | 8.01% | Q1 2026 | May 06, 2026 |
| SCOPUS ASSET MANAGEMENT, L.P. | History | No change | 512,714 | 30,014 | 0.52% | 0.49% | 109 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Level Financial Advisors | History | Added to | 511,047 | 29,916 | 7.63% | 7.78% | 110 | +10,205 | 2.04% | Q1 2026 | Apr 10, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 503,543 | 29,452 | 0.91% | 0.8% | 111 | +41,426 | 8.96% | Q1 2026 | May 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 501,063 | 29,332 | 0.8% | 0.76% | 112 | -4,053 | -0.8% | Q1 2026 | Apr 13, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 500,440 | 29,295 | 4.41% | 4.26% | 113 | -4,438 | -0.88% | Q1 2026 | May 11, 2026 |
| Winch Advisory Services, LLC | History | Added to | 499,633 | 29,248 | 6.68% | 6.48% | 114 | +793 | 0.16% | Q1 2026 | Apr 30, 2026 |
| Cordant, Inc. | History | Added to | 482,982 | 28,273 | 11.48% | 11.54% | 115 | +14,418 | 3.08% | Q1 2026 | Apr 13, 2026 |
| Wolff Financial Management LLC | History | Added to | 478,050 | 27,985 | 6.18% | 6.05% | 116 | +19,616 | 4.28% | Q1 2026 | Apr 15, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Added to | 475,156 | 27,815 | 9.42% | 9.52% | 117 | +24,547 | 5.45% | Q1 2026 | Apr 23, 2026 |
| Vernal Point Advisors, LLC | History | Reduced | 475,011 | 27,807 | 11.31% | 11.82% | 118 | -13,185 | -2.7% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 473,656 | 27,728 | 0.22% | 0.22% | 119 | +31,991 | 7.24% | Q1 2026 | Apr 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 457,874 | 26,803 | 0.04% | 0.07% | 120 | -346,538 | -43.08% | Q1 2026 | May 15, 2026 |
| MASECO LLP | History | Reduced | 444,321 | 26,012 | 0.82% | 1.25% | 121 | -43,096 | -8.84% | Q1 2026 | Apr 21, 2026 |
| Invesco Ltd. | History | New | 444,000 | 25,991 | 0.0% | — | 122 | +444,000 | New | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | Reduced | 440,484 | 25,786 | 0.08% | 0.08% | 123 | -6,926 | -1.55% | Q1 2026 | May 13, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 432,542 | 25,321 | 1.9% | 4.42% | 124 | -491,306 | -53.18% | Q1 2026 | May 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 431,303 | 25,282 | 2.26% | 2.1% | 125 | +27,414 | 6.79% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 427,387 | 25,019 | 0.01% | 0.0% | 126 | +284,082 | 198.24% | Q1 2026 | May 13, 2026 |
| Strategic Point Investment Advisors, LLC | History | Reduced | 421,278 | 24,661 | 3.58% | 3.49% | 127 | -7,916 | -1.84% | Q1 2026 | Apr 23, 2026 |
| Alta Advisers Ltd | History | Added to | 473,855 | 24,330 | 8.8% | 8.1% | 128 | +38,528 | 8.85% | Q1 2026 | May 07, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 408,628 | 23,921 | 1.11% | 0.83% | 129 | +99,083 | 32.01% | Q1 2026 | Apr 29, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 407,510 | 23,855 | 2.05% | 1.86% | 130 | +39,071 | 10.6% | Q1 2026 | Apr 07, 2026 |
| Vise Technologies, Inc. | History | No change | 404,642 | 23,764 | 0.47% | 0.47% | 131 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | Added to | 403,700 | 23,623 | 27.3% | 9.81% | 132 | +235,200 | 139.58% | Q1 2026 | Apr 30, 2026 |
| Kovack Advisors, Inc. | History | Added to | 404,601 | 23,605 | 1.26% | 0.13% | 133 | +358,354 | 774.87% | Q1 2026 | May 12, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 397,844 | 23,289 | 1.16% | 1.03% | 134 | +40,062 | 11.2% | Q1 2026 | May 07, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 393,038 | 23,008 | 2.39% | 2.03% | 135 | +61,087 | 18.4% | Q1 2026 | Apr 13, 2026 |
| Capital Investment Services of America, Inc. | History | Added to | 390,454 | 22,857 | 2.39% | 1.74% | 136 | +75,789 | 24.09% | Q1 2026 | Apr 27, 2026 |
| Bear Mountain Capital, Inc. | History | New | 387,737 | 22,709 | 6.83% | — | 137 | +387,737 | New | Q1 2026 | May 12, 2026 |
| Peak Asset Management, LLC | History | Added to | 385,252 | 22,552 | 3.98% | 3.82% | 138 | +2,997 | 0.78% | Q1 2026 | May 14, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 371,676 | 21,757 | 3.41% | 3.66% | 139 | -17,447 | -4.48% | Q1 2026 | May 01, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 368,562 | 21,575 | 0.14% | 0.14% | 140 | -12,375 | -3.25% | Q1 2026 | May 05, 2026 |
| Charles Schwab Trust Co | History | Reduced | 359,691 | 21,056 | 1.37% | 1.46% | 141 | -17,955 | -4.75% | Q1 2026 | Apr 10, 2026 |
| WBH ADVISORY INC | History | Added to | 346,364 | 20,206 | 1.51% | 1.44% | 142 | +15,099 | 4.56% | Q1 2026 | Apr 27, 2026 |
| SHAH CAPITAL MANAGEMENT | History | Reduced | 342,990 | 20,078 | 3.85% | 4.03% | 143 | -13,188 | -3.7% | Q1 2026 | Apr 24, 2026 |
| Kensington Asset Management, LLC | History | Added to | 338,906 | 19,839 | 1.08% | 0.27% | 144 | +251,032 | 285.67% | Q1 2026 | May 21, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 336,662 | 19,708 | 0.24% | 0.23% | 145 | +34,117 | 11.28% | Q1 2026 | May 11, 2026 |
| Retirement Systems of Alabama | History | Added to | 336,255 | 19,684 | 0.07% | 0.03% | 146 | +174,985 | 108.5% | Q1 2026 | Apr 24, 2026 |
| BluePrint Investing LLC | History | Added to | 332,808 | 19,482 | 15.51% | 14.98% | 147 | +12,458 | 3.89% | Q1 2026 | Apr 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 329,736 | 19,302 | 0.05% | 0.06% | 148 | -80,521 | -19.63% | Q1 2026 | May 04, 2026 |
| Human Investing LLC | History | Added to | 325,461 | 19,052 | 2.77% | 2.64% | 149 | +7,350 | 2.31% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 323,832 | 18,957 | 0.03% | 0.02% | 150 | +47,915 | 17.37% | Q1 2026 | Apr 27, 2026 |
| BOKF, NA | History | Added to | 317,287 | 18,573 | 0.28% | 0.24% | 151 | +55,719 | 21.3% | Q1 2026 | May 08, 2026 |
| SCRATCH CAPITAL LLC | History | Added to | 315,443 | 18,466 | 10.57% | 10.72% | 152 | +36,491 | 13.08% | Q1 2026 | May 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 310,265 | 18,162 | 0.18% | 0.01% | 153 | +289,721 | 1410.25% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 310,421 | 18,109 | 0.17% | 0.21% | 154 | -31,104 | -9.11% | Q1 2026 | Apr 07, 2026 |
| Grove Bank & Trust | History | Added to | 308,180 | 18,040 | 2.04% | 0.0% | 155 | +307,860 | 96206.25% | Q1 2026 | Apr 08, 2026 |
| Wright Wealth LLC | History | Added to | 305,366 | 17,876 | 11.96% | 11.34% | 156 | +9,257 | 3.13% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 304,191 | 17,807 | 0.27% | 0.3% | 157 | +53,998 | 21.58% | Q1 2026 | May 15, 2026 |
| Compass Planning Associates Inc | History | Added to | 300,706 | 17,603 | 11.26% | 9.62% | 158 | +64,083 | 27.08% | Q1 2026 | Apr 21, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 298,503 | 17,474 | 0.1% | 0.1% | 159 | -2,716 | -0.9% | Q1 2026 | Apr 30, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Added to | 297,186 | 17,397 | 3.28% | 2.63% | 160 | +65,156 | 28.08% | Q1 2026 | May 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 294,424 | 17,235 | 0.08% | 0.08% | 161 | +21,904 | 8.04% | Q1 2026 | Apr 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 290,817 | 16,986 | 0.01% | 0.01% | 162 | +38,654 | 15.33% | Q1 2026 | May 15, 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | History | Reduced | 287,915 | 16,854 | 11.02% | 9.8% | 163 | -7,245 | -2.45% | Q1 2026 | Apr 16, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 283,584 | 16,600 | 0.53% | 0.29% | 164 | +1,333 | 0.47% | Q1 2026 | Apr 29, 2026 |
| E&R Wealth Management, LLC | History | Added to | 283,248 | 16,581 | 16.52% | 16.53% | 165 | +13,541 | 5.02% | Q1 2026 | May 14, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 282,707 | 16,549 | 1.06% | 0.98% | 166 | +19,151 | 7.27% | Q1 2026 | Apr 14, 2026 |
| Allen Investment Management, LLC | History | No change | 281,813 | 16,497 | 0.2% | 0.18% | 167 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| McLean Asset Management Corp | History | Added to | 281,653 | 16,487 | 2.88% | 2.62% | 168 | +32,963 | 13.25% | Q1 2026 | Apr 22, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 281,405 | 16,473 | 0.74% | 0.02% | 169 | +275,063 | 4337.16% | Q1 2026 | Apr 21, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 281,084 | 16,454 | 1.73% | 1.12% | 170 | +177,879 | 172.36% | Q1 2026 | Apr 17, 2026 |
| ROGCO, LP | History | Added to | 279,896 | 16,385 | 5.47% | 4.94% | 171 | +25,718 | 10.12% | Q1 2026 | May 04, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 276,249 | 16,171 | 3.45% | 3.36% | 172 | +11,321 | 4.27% | Q1 2026 | Apr 10, 2026 |
| Apella Capital, LLC | History | Added to | 271,647 | 15,913 | 0.24% | 0.26% | 173 | +48,473 | 21.72% | Q1 2026 | Apr 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 267,022 | 15,631 | 0.95% | 1.69% | 174 | -188,584 | -41.39% | Q1 2026 | Apr 13, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 266,677 | 15,611 | 3.64% | 3.63% | 175 | +4,439 | 1.69% | Q1 2026 | Apr 08, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 263,468 | 15,423 | 2.78% | 2.76% | 176 | +6,169 | 2.4% | Q1 2026 | May 15, 2026 |
| TrueWealth Financial Partners | History | New | 261,409 | 15,302 | 6.1% | — | 177 | +261,409 | New | Q1 2026 | May 20, 2026 |
| Kure Advisory, LLC | History | Added to | 260,320 | 15,239 | 8.3% | 8.12% | 178 | +13,107 | 5.3% | Q1 2026 | Apr 16, 2026 |
| Cascade Wealth Advisors, Inc | History | Reduced | 256,473 | 14,962 | 6.57% | 7.2% | 179 | -9,042 | -3.41% | Q1 2026 | May 11, 2026 |
| Drum Hill Capital, LLC | History | Added to | 255,127 | 14,935 | 13.72% | 14.36% | 180 | +19,715 | 8.37% | Q1 2026 | Apr 20, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 253,161 | 14,820 | 2.23% | 2.33% | 181 | +1,058 | 0.42% | Q1 2026 | Apr 14, 2026 |
| O'Domhnaill Enterprises, Inc. | History | Added to | 251,145 | 14,702 | 11.85% | 4.46% | 182 | +170,130 | 210.0% | Q1 2026 | Apr 28, 2026 |
| MOKAN Wealth Management Inc. | History | Added to | 248,915 | 14,571 | 6.45% | 6.31% | 183 | +6,685 | 2.76% | Q1 2026 | May 01, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 247,720 | 14,501 | 0.0% | 0.0% | 184 | +121,544 | 96.33% | Q1 2026 | May 15, 2026 |
| Blackhawk Capital Partners, LLC | History | New | 247,517 | 14,489 | 5.32% | — | 185 | +247,517 | New | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 246,187 | 14,374 | 0.03% | 0.04% | 186 | -209,308 | -45.95% | Q1 2026 | Apr 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 243,960 | 14,281 | 0.11% | 0.16% | 187 | +8,543 | 3.63% | Q1 2026 | May 15, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | Added to | 240,856 | 14,099 | 11.02% | 10.62% | 188 | +13,955 | 6.15% | Q1 2026 | May 04, 2026 |
| Montecito Bank & Trust | History | Added to | 237,279 | 13,890 | 2.29% | 2.16% | 189 | +6,431 | 2.79% | Q1 2026 | Apr 16, 2026 |
| Unison Advisors LLC | History | Added to | 234,019 | 13,699 | 1.04% | 1.05% | 190 | +29,141 | 14.22% | Q1 2026 | Apr 28, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 233,326 | 13,658 | 3.91% | 3.89% | 191 | +5,260 | 2.31% | Q1 2026 | Apr 15, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 232,809 | 13,628 | 7.52% | 4.69% | 192 | +107,123 | 85.23% | Q1 2026 | May 11, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | Added to | 231,568 | 13,556 | 1.87% | 1.33% | 193 | +62,195 | 36.72% | Q1 2026 | May 07, 2026 |
| PRUDENTIAL PLC | History | Reduced | 230,250 | 13,478 | 0.08% | 0.13% | 194 | -42,171 | -15.48% | Q1 2026 | May 13, 2026 |
| Annandale Capital, LLC | History | New | 227,412 | 13,313 | 1.88% | — | 195 | +227,412 | New | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 226,604 | 13,265 | 0.14% | 0.2% | 196 | -70,741 | -23.79% | Q1 2026 | Apr 20, 2026 |
| Arlington Partners LLC | History | New | 225,571 | 13,204 | 26.35% | — | 197 | +225,571 | New | Q1 2026 | Apr 09, 2026 |
| Investure, LLC | History | No change | 222,200 | 13,007 | 0.64% | 0.73% | 198 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 220,758 | 12,923 | 0.39% | 0.31% | 199 | +47,335 | 27.29% | Q1 2026 | May 13, 2026 |
| Compass Wealth Management, LLC/GA | History | Reduced | 218,787 | 12,807 | 5.47% | 10.04% | 200 | -196,552 | -47.32% | Q1 2026 | May 15, 2026 |
| Cypress Capital, LLC | History | Added to | 218,505 | 12,791 | 3.64% | 3.47% | 201 | +7,319 | 3.47% | Q1 2026 | Apr 28, 2026 |
| Empowered Funds, LLC | History | Reduced | 218,292 | 12,738 | 0.08% | 0.25% | 202 | -32,530 | -12.97% | Q1 2026 | May 14, 2026 |
| GEN Financial Management, INC. | History | Reduced | 217,502 | 12,732 | 7.88% | 8.59% | 203 | -14,757 | -6.35% | Q1 2026 | Apr 16, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 216,690 | 12,685 | 3.43% | 3.27% | 204 | +14,030 | 6.92% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 211,245 | 12,366 | 0.07% | 0.31% | 205 | -713,310 | -77.15% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 205,558 | 12,033 | 0.88% | 0.87% | 206 | -4,042 | -1.93% | Q1 2026 | May 05, 2026 |
| Russell Investments Group, Ltd. | History | No change | 204,309 | 11,960 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Arkadios Wealth Advisors | History | Added to | 202,018 | 11,826 | 0.19% | 0.23% | 208 | +577 | 0.29% | Q1 2026 | May 18, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 194,125 | 11,402 | 0.77% | 0.77% | 209 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 193,266 | 11,313 | 0.02% | 0.02% | 210 | +7,096 | 3.81% | Q1 2026 | May 14, 2026 |
| DDD Partners, LLC | History | Added to | 191,466 | 11,208 | 0.77% | 0.58% | 211 | +37,391 | 24.27% | Q1 2026 | Apr 28, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 191,120 | 11,188 | 0.0% | 0.03% | 212 | +10,000 | 5.52% | Q1 2026 | May 04, 2026 |
| Causey Wealth LLC | History | Added to | 189,901 | 11,116 | 4.72% | 3.93% | 213 | +52,745 | 38.46% | Q1 2026 | May 12, 2026 |
| NOVEM GROUP | History | New | 189,693 | 11,104 | 1.27% | — | 214 | +189,693 | New | Q1 2026 | Apr 10, 2026 |
| Calder Financial LLC | History | Added to | 190,042 | 11,087 | 11.01% | 10.15% | 215 | +13,998 | 7.95% | Q1 2026 | Apr 07, 2026 |
| Unconventional Investor, LLC | History | Added to | 187,955 | 11,002 | 5.22% | 4.63% | 216 | +22,080 | 13.31% | Q1 2026 | May 18, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 186,747 | 10,932 | 0.14% | 0.14% | 217 | +820 | 0.44% | Q1 2026 | May 15, 2026 |
| Elite Financial, Inc. | History | Added to | 186,607 | 10,923 | 4.9% | 4.55% | 218 | +16,105 | 9.45% | Q1 2026 | May 12, 2026 |
| Roundview Capital LLC | History | Added to | 186,244 | 10,902 | 0.68% | 0.65% | 219 | +5,674 | 3.14% | Q1 2026 | May 08, 2026 |
| MIDDLETON & CO INC/MA | History | Added to | 184,229 | 10,784 | 1.23% | 1.11% | 220 | +6,025 | 3.38% | Q1 2026 | May 08, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Reduced | 181,415 | 10,620 | 4.69% | 4.92% | 221 | -2,526 | -1.37% | Q1 2026 | Apr 15, 2026 |
| HM PAYSON & CO | History | Added to | 176,228 | 10,316 | 0.15% | 0.14% | 222 | +5,947 | 3.49% | Q1 2026 | Apr 13, 2026 |
| Disciplined Investments, LLC | History | Added to | 173,730 | 10,170 | 3.65% | 3.62% | 223 | +13,581 | 8.48% | Q1 2026 | May 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 172,587 | 10,103 | 0.02% | 0.02% | 224 | +2,799 | 1.65% | Q1 2026 | May 15, 2026 |
| EPG Wealth Management LLC | History | Added to | 172,480 | 10,097 | 2.74% | 2.7% | 225 | +1,704 | 1.0% | Q1 2026 | May 07, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 169,527 | 9,924 | 0.23% | 0.24% | 226 | +3,374 | 2.03% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 168,711 | 9,874 | 0.06% | 0.06% | 227 | +12,153 | 7.76% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 166,809 | 9,764 | 0.02% | 0.0% | 228 | +166,306 | 33062.82% | Q1 2026 | May 01, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 166,561 | 9,750 | 0.92% | 0.64% | 229 | +56,419 | 51.22% | Q1 2026 | May 13, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 166,721 | 9,729 | 0.36% | 0.14% | 230 | +152,276 | 1054.18% | Q1 2026 | May 14, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Reduced | 166,037 | 9,719 | 1.07% | 1.09% | 231 | -4,720 | -2.76% | Q1 2026 | Apr 29, 2026 |
| Values First Advisors, Inc. | History | Added to | 164,293 | 9,617 | 5.01% | 4.92% | 232 | +2,880 | 1.78% | Q1 2026 | Apr 17, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 163,652 | 9,580 | 1.6% | 1.22% | 233 | +41,992 | 34.52% | Q1 2026 | May 01, 2026 |
| Cravens & Co Advisors, LLC | History | Added to | 163,315 | 9,560 | 6.21% | 5.99% | 234 | +7,546 | 4.84% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 162,479 | 9,511 | 0.29% | 0.33% | 235 | +8,256 | 5.35% | Q1 2026 | May 15, 2026 |
| Sollinda Capital Management LLC | History | Reduced | 162,448 | 9,509 | 2.31% | 2.56% | 236 | -8,182 | -4.8% | Q1 2026 | Apr 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 161,889 | 9,476 | 0.01% | 0.01% | 237 | -29,246 | -15.3% | Q1 2026 | May 14, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 160,879 | 9,417 | 0.58% | 0.38% | 238 | +64,120 | 66.27% | Q1 2026 | Apr 28, 2026 |
| Compton Wealth Advisory Group, LLC | History | Added to | 161,013 | 9,393 | 2.09% | 1.97% | 239 | +7,158 | 4.65% | Q1 2026 | Apr 14, 2026 |
| COMERICA BANK | History | No change | 159,545 | 9,370 | 0.04% | 0.04% | 240 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 157,323 | 9,209 | 0.64% | 0.37% | 241 | +38,005 | 31.85% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 155,582 | 9,100 | 0.33% | 0.03% | 242 | +142,181 | 1060.97% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 153,357 | 8,977 | 0.35% | 0.02% | 243 | +145,675 | 1896.32% | Q1 2026 | May 12, 2026 |
| Guardian Wealth Management, LLC | History | Added to | 151,684 | 8,879 | 2.69% | 2.47% | 244 | +19,250 | 14.54% | Q1 2026 | Apr 23, 2026 |
| Altiora Financial Group, LLC | History | Added to | 149,217 | 8,735 | 1.44% | 0.88% | 245 | +62,262 | 71.6% | Q1 2026 | May 08, 2026 |
| Integrated Advisors Network LLC | History | Added to | 148,484 | 8,692 | 0.46% | 0.37% | 246 | +4,507 | 3.13% | Q1 2026 | Apr 28, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 146,246 | 8,561 | 0.65% | 0.61% | 247 | +17,370 | 13.48% | Q1 2026 | Apr 30, 2026 |
| Efficient Advisors, LLC | History | Reduced | 145,860 | 8,538 | 0.61% | 1.08% | 248 | -168,502 | -53.6% | Q1 2026 | Apr 29, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 145,157 | 8,497 | 0.58% | 0.55% | 249 | +7,507 | 5.45% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 144,490 | 8,458 | 0.07% | 0.05% | 250 | +42,105 | 41.12% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 144,610 | 8,435 | 0.03% | 0.04% | 251 | +22,206 | 18.14% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 143,994 | 8,429 | 0.01% | 0.01% | 253 | +6,934 | 5.06% | Q1 2026 | May 12, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 143,987 | 8,429 | 0.57% | 0.57% | 252 | +2,692 | 1.91% | Q1 2026 | May 12, 2026 |
| CAPE ANN SAVINGS BANK | History | Added to | 142,722 | 8,354 | 4.2% | 4.24% | 254 | +1,880 | 1.33% | Q1 2026 | Apr 27, 2026 |
| Biltmore Wealth Management, LLC | History | Added to | 142,622 | 8,349 | 2.97% | 3.04% | 255 | +5,602 | 4.09% | Q1 2026 | Apr 21, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 139,992 | 8,195 | 0.08% | 0.08% | 256 | -6,386 | -4.36% | Q1 2026 | May 08, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 138,845 | 8,127 | 0.5% | 0.5% | 257 | +3,985 | 2.95% | Q1 2026 | May 05, 2026 |
| Beacon Financial Strategies CORP | History | Added to | 138,179 | 8,088 | 4.59% | 4.46% | 258 | +2,048 | 1.5% | Q1 2026 | Apr 08, 2026 |
| Members Advisory Group LLC | History | New | 136,645 | 7,999 | 2.74% | — | 259 | +136,645 | New | Q1 2026 | May 05, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Added to | 133,429 | 7,810 | 2.2% | 0.81% | 260 | +83,299 | 166.17% | Q1 2026 | Apr 20, 2026 |
| Bull Street Advisors, LLC | History | Reduced | 132,917 | 7,781 | 3.85% | 3.76% | 261 | -4,620 | -3.36% | Q1 2026 | Apr 24, 2026 |
| GFS Advisors, LLC | History | New | 403,990 | 7,736 | 0.99% | — | 262 | +403,990 | New | Q1 2026 | Apr 30, 2026 |
| Ascentis Independent Advisors | History | Added to | 131,739 | 7,712 | 0.58% | 0.64% | 263 | +64,320 | 95.4% | Q1 2026 | Apr 28, 2026 |
| Certified Advisory Corp | History | Added to | 130,677 | 7,649 | 0.69% | 0.69% | 264 | +1,182 | 0.91% | Q1 2026 | Apr 17, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 130,033 | 7,612 | 0.69% | 1.27% | 265 | -109,155 | -45.64% | Q1 2026 | May 04, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 129,283 | 7,568 | 0.52% | 0.47% | 266 | +27,616 | 27.16% | Q1 2026 | Apr 17, 2026 |
| Mechanics Financial Corp | History | Added to | 128,713 | 7,534 | 3.16% | 2.56% | 267 | +10,667 | 9.04% | Q1 2026 | May 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 128,309 | 7,498 | 0.01% | 0.01% | 268 | -5,628 | -4.2% | Q1 2026 | May 01, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 126,720 | 7,418 | 0.06% | 0.05% | 269 | +7,418 | 6.22% | Q1 2026 | May 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 125,276 | 7,333 | 0.18% | 0.2% | 270 | -3,970 | -3.07% | Q1 2026 | Apr 07, 2026 |
| METROPOLITAN LIFE INSURANCE CO/NY | History | No change | 123,600 | 7,235 | 2.2% | 2.2% | 271 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aventus Investment Advisors, Inc. | History | Added to | 122,532 | 7,173 | 6.07% | 5.43% | 272 | +8,364 | 7.33% | Q1 2026 | Apr 15, 2026 |
| BlackRock, Inc. | History | Added to | 122,407 | 7,165 | 0.0% | 0.0% | 273 | +65,454 | 114.93% | Q1 2026 | May 13, 2026 |
| SCS Capital Management LLC | History | Reduced | 120,694 | 7,065 | 0.07% | 0.1% | 274 | -46,862 | -27.97% | Q1 2026 | May 11, 2026 |
| David Kennon Inc | History | New | 119,020 | 6,967 | 2.5% | — | 275 | +119,020 | New | Q1 2026 | Apr 28, 2026 |
| Donoghue Forlines LLC | History | New | 119,000 | 6,966 | 1.93% | — | 276 | +119,000 | New | Q1 2026 | May 13, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 118,934 | 6,962 | 0.24% | 0.18% | 277 | +33,585 | 39.35% | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 117,873 | 6,900 | 0.03% | 0.03% | 278 | +11,306 | 10.61% | Q1 2026 | Apr 30, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Reduced | 117,107 | 6,855 | 5.04% | 5.06% | 279 | -261 | -0.22% | Q1 2026 | Apr 22, 2026 |
| Financial Plan, Inc. | History | Reduced | 115,763 | 6,776 | 0.73% | 0.78% | 280 | -205 | -0.18% | Q1 2026 | Apr 24, 2026 |
| Betterment LLC | History | Added to | 114,733 | 6,716 | 0.01% | 0.01% | 281 | +30,958 | 36.95% | Q1 2026 | May 14, 2026 |
| NewSquare Capital LLC | History | Reduced | 113,115 | 6,621 | 0.57% | 1.63% | 282 | -201,849 | -64.09% | Q1 2026 | May 08, 2026 |
| Lauer Wealth, LLC | History | Added to | 112,535 | 6,575 | 5.24% | 4.71% | 283 | +4,574 | 4.24% | Q1 2026 | Apr 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 111,571 | 6,531 | 0.07% | 0.05% | 284 | +29,937 | 36.67% | Q1 2026 | Apr 28, 2026 |
| World Investment Advisors | History | Added to | 110,103 | 6,445 | 0.1% | 0.09% | 285 | +19,546 | 21.58% | Q1 2026 | Apr 27, 2026 |
| Marotta Asset Management | History | Added to | 109,376 | 6,380 | 1.17% | 1.06% | 286 | +11,672 | 11.95% | Q1 2026 | Apr 27, 2026 |
| Spectrum Financial Alliance Ltd LLC | History | Added to | 108,286 | 6,339 | 1.22% | 1.18% | 287 | +6,322 | 6.2% | Q1 2026 | May 01, 2026 |
| Safir Wealth Advisors, LLC | History | Reduced | 107,331 | 6,283 | 4.54% | 4.43% | 288 | -135 | -0.13% | Q1 2026 | Apr 08, 2026 |
| Edge Financial Advisors LLC | History | No change | 106,196 | 6,236 | 2.62% | 2.62% | 289 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 106,186 | 6,185 | 0.08% | 0.08% | 290 | +5,985 | 5.97% | Q1 2026 | May 06, 2026 |
| Echo45 Advisors LLC | History | Added to | 103,512 | 6,059 | 3.41% | 3.36% | 291 | +3,302 | 3.3% | Q1 2026 | Apr 20, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 103,119 | 6,036 | 0.05% | 0.06% | 292 | -16,810 | -14.02% | Q1 2026 | May 14, 2026 |
| Rockingstone Advisors LLC | History | Added to | 102,680 | 6,010 | 2.76% | 2.71% | 293 | +1,420 | 1.4% | Q1 2026 | Apr 09, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | Reduced | 100,200 | 5,865 | 0.04% | 0.04% | 294 | -4,400 | -4.21% | Q1 2026 | May 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 101,024 | 5,853 | 1.41% | 1.37% | 295 | +4,385 | 4.54% | Q1 2026 | May 01, 2026 |
| AmeriServ Wealth Advisors | History | Reduced | 99,678 | 5,835 | 3.72% | 3.69% | 296 | -8,350 | -7.73% | Q1 2026 | May 13, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 99,262 | 5,810 | 0.85% | 1.06% | 297 | +1,490 | 1.52% | Q1 2026 | May 04, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 98,791 | 5,783 | 0.74% | 0.61% | 298 | +19,504 | 24.6% | Q1 2026 | Apr 16, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 98,748 | 5,780 | 0.06% | 0.09% | 299 | -11,338 | -10.3% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 97,917 | 5,732 | 0.0% | 0.0% | 300 | +61,015 | 165.34% | Q1 2026 | May 15, 2026 |
| Archford Capital Strategies, LLC | History | New | 97,445 | 5,704 | 0.65% | — | 301 | +97,445 | New | Q1 2026 | Apr 15, 2026 |
| CENTRAL TRUST Co | History | Added to | 97,232 | 5,691 | 0.11% | 0.08% | 302 | +26,973 | 38.39% | Q1 2026 | Apr 17, 2026 |
| Steele Capital Management, Inc. | History | New | 96,314 | 5,638 | 0.23% | — | 303 | +96,314 | New | Q1 2026 | Apr 29, 2026 |
| XY Planning Network, Inc. | History | Reduced | 96,572 | 5,634 | 0.9% | 1.0% | 304 | -934 | -0.96% | Q1 2026 | Apr 14, 2026 |
| Marion Wealth Management | History | Reduced | 96,221 | 5,632 | 1.25% | 1.7% | 305 | -33,844 | -26.02% | Q1 2026 | May 12, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 95,644 | 5,598 | 0.02% | 0.03% | 306 | -35,937 | -27.31% | Q1 2026 | May 13, 2026 |
| OneAscent Investment Solutions LLC | History | Added to | 95,342 | 5,581 | 5.58% | 5.52% | 307 | +6,614 | 7.45% | Q1 2026 | Apr 29, 2026 |
| Oak Grove Capital LLC | History | Reduced | 94,900 | 5,555 | 0.47% | 0.68% | 308 | -2,500 | -2.57% | Q1 2026 | May 13, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 93,920 | 5,498 | 5.04% | 4.72% | 309 | +8,288 | 9.68% | Q1 2026 | May 08, 2026 |
| Avior Wealth Management, LLC | History | Added to | 93,067 | 5,448 | 0.15% | 0.09% | 310 | +41,717 | 81.24% | Q1 2026 | Apr 09, 2026 |
| Colony Family Offices, LLC | History | Reduced | 92,770 | 5,430 | 1.34% | 1.38% | 311 | -1,545 | -1.64% | Q1 2026 | Apr 21, 2026 |
| Fortune Financial Advisors, LLC | History | Added to | 92,175 | 5,395 | 2.75% | 3.47% | 312 | +4,519 | 5.16% | Q1 2026 | Apr 30, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Reduced | 91,246 | 5,341 | 1.53% | 1.7% | 313 | -7,631 | -7.72% | Q1 2026 | Apr 28, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 91,209 | 5,339 | 0.51% | 0.92% | 314 | -72,365 | -44.24% | Q1 2026 | Apr 10, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 89,870 | 5,261 | 0.07% | 0.06% | 315 | +8,717 | 10.74% | Q1 2026 | May 01, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 89,762 | 5,254 | 0.56% | 0.45% | 316 | +16,783 | 23.0% | Q1 2026 | May 13, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 89,436 | 5,235 | 0.07% | 0.26% | 317 | -163,288 | -64.61% | Q1 2026 | May 12, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Added to | 89,380 | 5,232 | 0.07% | 0.05% | 318 | +18,500 | 26.1% | Q1 2026 | May 08, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 88,340 | 5,171 | 1.43% | 1.64% | 319 | +142 | 0.16% | Q1 2026 | Apr 09, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 88,069 | 5,155 | 0.16% | 0.16% | 320 | +5,804 | 7.06% | Q1 2026 | Apr 08, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 87,659 | 5,125 | 0.09% | 0.09% | 321 | +3,383 | 4.01% | Q1 2026 | May 15, 2026 |
| Hara Capital LLC | History | Reduced | 87,527 | 5,123 | 2.56% | 3.45% | 322 | -18,028 | -17.08% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | Added to | 86,555 | 5,066 | 0.05% | 0.04% | 323 | +57,073 | 193.59% | Q1 2026 | May 12, 2026 |
| Curran Financial Partners, LLC | History | Added to | 85,950 | 5,031 | 0.9% | 0.8% | 324 | +13,914 | 19.32% | Q1 2026 | Apr 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 85,420 | 5,000 | 0.14% | 0.14% | 325 | -9,216 | -9.74% | Q1 2026 | Apr 28, 2026 |
| Jump Financial, LLC | History | Added to | 85,219 | 4,988 | 0.07% | 0.06% | 326 | +8,464 | 11.03% | Q1 2026 | May 14, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 84,988 | 4,975 | 0.89% | 0.96% | 327 | +234 | 0.28% | Q1 2026 | May 08, 2026 |
| Brucke Financial, Inc. | History | Added to | 84,813 | 4,964 | 2.52% | 1.96% | 328 | +23,812 | 39.04% | Q1 2026 | Apr 10, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 84,219 | 4,930 | 0.09% | 0.09% | 329 | -6,063 | -6.72% | Q1 2026 | Apr 10, 2026 |
| CWC Advisors, LLC. | History | Added to | 84,193 | 4,928 | 2.35% | 2.29% | 330 | +3,391 | 4.2% | Q1 2026 | Apr 16, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 83,234 | 4,872 | 0.42% | 0.55% | 331 | -28,619 | -25.59% | Q1 2026 | May 05, 2026 |
| WHITTIER TRUST CO | History | Added to | 83,316 | 4,858 | 0.05% | 0.05% | 332 | +2,478 | 3.07% | Q1 2026 | Apr 28, 2026 |
| Aegis Wealth Management LLC | History | Added to | 81,164 | 4,751 | 2.72% | 2.54% | 333 | +4,670 | 6.11% | Q1 2026 | Apr 22, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 80,957 | 4,739 | 0.32% | 0.26% | 334 | +10,125 | 14.29% | Q1 2026 | May 13, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 80,906 | 4,736 | 0.61% | 0.66% | 335 | -625 | -0.77% | Q1 2026 | May 12, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 80,037 | 4,685 | 0.37% | 0.26% | 336 | +26,598 | 49.77% | Q1 2026 | May 15, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 79,357 | 4,645 | 0.64% | 0.61% | 337 | +4,986 | 6.7% | Q1 2026 | May 14, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 78,797 | 4,612 | 0.61% | 0.63% | 338 | -3,800 | -4.6% | Q1 2026 | Apr 27, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 78,751 | 4,610 | 0.06% | 0.06% | 339 | +4,152 | 5.57% | Q1 2026 | Apr 23, 2026 |
| Belpointe Asset Management LLC | History | Added to | 77,571 | 4,541 | 0.17% | 0.15% | 340 | +5,282 | 7.31% | Q1 2026 | Apr 28, 2026 |
| MCF Advisors LLC | History | Reduced | 77,137 | 4,515 | 0.2% | 0.27% | 341 | -5,992 | -7.21% | Q1 2026 | May 11, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 76,926 | 4,503 | 0.28% | 0.25% | 342 | +11,298 | 17.22% | Q1 2026 | Apr 27, 2026 |
| Truepoint, Inc. | History | Added to | 76,849 | 4,498 | 0.1% | 0.1% | 343 | +1,216 | 1.61% | Q1 2026 | May 08, 2026 |
| Alhambra Investment Management LLC | History | Added to | 76,806 | 4,496 | 2.08% | 1.9% | 344 | +7,265 | 10.45% | Q1 2026 | Apr 15, 2026 |
| Prospera Financial Services Inc | History | New | 76,798 | 4,495 | 0.07% | — | 345 | +76,798 | New | Q1 2026 | Apr 14, 2026 |
| CBM Financial, LLC | History | Added to | 76,545 | 4,483 | 2.8% | 2.95% | 346 | +2,681 | 3.63% | Q1 2026 | May 12, 2026 |
| Impact Investors, Inc | History | Added to | 76,389 | 4,471 | 3.11% | 2.5% | 347 | +15,058 | 24.55% | Q1 2026 | Apr 29, 2026 |
| GeoWealth Management, LLC | History | Added to | 75,630 | 4,427 | 0.16% | 0.09% | 348 | +33,858 | 81.05% | Q1 2026 | May 13, 2026 |
| HB Wealth Management, LLC | History | Reduced | 74,747 | 4,375 | 0.03% | 0.04% | 349 | -18,364 | -19.72% | Q1 2026 | Apr 27, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 74,708 | 4,373 | 0.6% | 0.6% | 350 | +1,631 | 2.23% | Q1 2026 | Apr 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 74,313 | 4,350 | 0.02% | 0.02% | 351 | +20,559 | 38.25% | Q1 2026 | May 05, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 73,895 | 4,325 | 0.09% | 0.25% | 352 | -135,658 | -64.74% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 73,415 | 4,297 | 0.03% | 0.04% | 353 | -17,956 | -19.65% | Q1 2026 | Apr 15, 2026 |
| Cordatus Wealth Management LLC | History | New | 73,041 | 4,275 | 1.02% | — | 354 | +73,041 | New | Q1 2026 | Apr 29, 2026 |
| Climber Capital SA | History | Reduced | 72,747 | 4,256 | 2.79% | 3.34% | 355 | -14,600 | -16.71% | Q1 2026 | May 01, 2026 |
| Tillman Hartley LLC | History | Reduced | 72,070 | 4,218 | 1.06% | 1.07% | 356 | -683 | -0.94% | Q1 2026 | May 08, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 71,749 | 4,200 | 0.58% | 0.58% | 357 | +761 | 1.07% | Q1 2026 | Apr 23, 2026 |
| Kassira Wealth Management LLC | History | Added to | 71,569 | 4,189 | 3.85% | 3.84% | 358 | +2,696 | 3.91% | Q1 2026 | Apr 30, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 70,329 | 4,117 | 1.05% | 1.03% | 359 | +5,703 | 8.82% | Q1 2026 | Apr 27, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Added to | 70,192 | 4,109 | 0.57% | 0.18% | 360 | +48,353 | 221.41% | Q1 2026 | Apr 21, 2026 |
| ADVISORY RESEARCH INC | History | No change | 69,657 | 4,077 | 0.5% | 0.51% | 361 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Added to | 69,436 | 4,064 | 0.05% | 0.01% | 362 | +55,973 | 415.75% | Q1 2026 | May 15, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 69,271 | 4,055 | 0.48% | 0.45% | 363 | +2,486 | 3.72% | Q1 2026 | Apr 21, 2026 |
| RFG Advisory, LLC | History | Reduced | 69,167 | 4,049 | 0.07% | 0.08% | 364 | -2,466 | -3.44% | Q1 2026 | Apr 17, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Reduced | 68,425 | 3,989 | 2.56% | 2.81% | 365 | -207 | -0.3% | Q1 2026 | May 06, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 67,888 | 3,987 | 1.06% | 1.06% | 366 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NWAM LLC | History | Added to | 67,258 | 3,937 | 0.23% | 0.19% | 367 | +10,708 | 18.94% | Q1 2026 | May 04, 2026 |
| MATHER GROUP, LLC. | History | Added to | 66,790 | 3,909 | 0.04% | 0.03% | 368 | +12,578 | 23.2% | Q1 2026 | Apr 13, 2026 |
| Triad Investment Management | History | Reduced | 66,562 | 3,896 | 4.6% | 5.23% | 369 | -21,283 | -24.23% | Q1 2026 | May 07, 2026 |
| Welch Group, LLC | History | Added to | 66,335 | 3,883 | 0.15% | 0.14% | 370 | +2,910 | 4.59% | Q1 2026 | Apr 21, 2026 |
| Breakwater Investment Management | History | Reduced | 65,766 | 3,849 | 1.43% | 1.42% | 371 | -944 | -1.42% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 64,955 | 3,802 | 0.02% | 0.02% | 372 | +16,344 | 33.62% | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | Reduced | 64,663 | 3,785 | 0.13% | 0.13% | 373 | -433 | -0.67% | Q1 2026 | May 13, 2026 |
| Curi Capital, LLC | History | Added to | 64,105 | 3,752 | 0.07% | 0.06% | 374 | +1,151 | 1.83% | Q1 2026 | May 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 63,706 | 3,729 | 0.42% | 0.43% | 375 | -1,259 | -1.94% | Q1 2026 | May 05, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 63,025 | 3,689 | 0.21% | 0.32% | 376 | -27,398 | -30.3% | Q1 2026 | Apr 30, 2026 |
| BURNEY CO/ | History | Added to | 62,831 | 3,678 | 0.11% | 0.07% | 377 | +22,143 | 54.42% | Q1 2026 | Apr 29, 2026 |
| Savvy Advisors, Inc. | History | Added to | 62,636 | 3,666 | 0.1% | 0.07% | 378 | +27,640 | 78.98% | Q1 2026 | May 11, 2026 |
| Lionshead Wealth Management, LLC | History | Added to | 62,627 | 3,666 | 2.7% | 1.85% | 379 | +20,702 | 49.38% | Q1 2026 | May 11, 2026 |
| Trek Financial, LLC | History | Added to | 62,605 | 3,664 | 0.19% | 0.06% | 380 | +44,882 | 253.24% | Q1 2026 | May 13, 2026 |
| Excelsior Advisor Network LLC | History | Reduced | 62,400 | 3,652 | 1.39% | 2.01% | 381 | -8,029 | -11.4% | Q1 2026 | May 15, 2026 |
| Titan Investment Management LLC | History | Added to | 61,635 | 3,608 | 3.18% | 3.05% | 382 | +4,552 | 7.97% | Q1 2026 | Apr 28, 2026 |
| Allworth Financial LP | History | Added to | 60,732 | 3,555 | 0.01% | 0.01% | 383 | +142 | 0.23% | Q1 2026 | May 14, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 60,074 | 3,516 | 0.29% | 0.26% | 384 | +10,318 | 20.74% | Q1 2026 | May 05, 2026 |
| TRUST CO OF VERMONT | History | No change | 59,794 | 3,511 | 0.15% | 0.15% | 385 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 59,538 | 3,485 | 2.52% | 3.48% | 386 | -285,527 | -82.75% | Q1 2026 | Apr 14, 2026 |
| Valley Financial Group, Inc. | History | Reduced | 59,507 | 3,483 | 1.88% | 2.01% | 387 | -1,306 | -2.15% | Q1 2026 | May 15, 2026 |
| THOMAS STORY & SON LLC | History | Reduced | 58,802 | 3,442 | 1.32% | 1.51% | 388 | -10,254 | -14.85% | Q1 2026 | May 05, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 57,798 | 3,383 | 0.02% | 0.01% | 389 | +7,115 | 14.04% | Q1 2026 | May 14, 2026 |
| MRWM Advisors, LLC | History | Added to | 57,273 | 3,352 | 1.82% | 1.49% | 390 | +9,920 | 20.95% | Q1 2026 | Apr 20, 2026 |
| Manchester Capital Management LLC | History | Reduced | 56,416 | 3,302 | 0.48% | 0.51% | 391 | -7,928 | -12.32% | Q1 2026 | May 11, 2026 |
| Essential Partners LLC | History | Added to | 56,356 | 3,299 | 1.11% | 0.91% | 392 | +5,900 | 11.69% | Q1 2026 | May 21, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 56,335 | 3,295 | 0.36% | 0.48% | 393 | -2,896 | -4.89% | Q1 2026 | May 12, 2026 |
| Balboa Wealth Partners | History | Reduced | 56,281 | 3,294 | 0.55% | 0.64% | 394 | -9,566 | -14.53% | Q1 2026 | Apr 16, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 56,030 | 3,279 | 0.0% | 0.0% | 395 | +3,185 | 6.03% | Q1 2026 | May 15, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 56,015 | 3,276 | 2.8% | 2.64% | 396 | +3,336 | 6.33% | Q1 2026 | Apr 27, 2026 |
| Iron Gate Global Advisors LLC | History | Added to | 55,775 | 3,265 | 0.34% | 0.19% | 397 | +23,730 | 74.05% | Q1 2026 | May 15, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | Added to | 55,318 | 3,238 | 1.88% | 1.88% | 398 | +1,397 | 2.59% | Q1 2026 | May 13, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 55,097 | 3,225 | 0.24% | 0.32% | 399 | -17,988 | -24.61% | Q1 2026 | Apr 16, 2026 |
| Wedmont Private Capital | History | Reduced | 54,950 | 3,210 | 0.1% | 0.12% | 400 | -3,552 | -6.07% | Q1 2026 | Apr 09, 2026 |
| Miller Financial Services LLC | History | Added to | 54,687 | 3,201 | 3.5% | 3.5% | 401 | +3,896 | 7.67% | Q1 2026 | May 01, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 54,211 | 3,173 | 0.03% | 0.01% | 402 | +36,037 | 198.29% | Q1 2026 | May 12, 2026 |
| RoundAngle Advisors LLC | History | Added to | 53,041 | 3,105 | 2.32% | 2.2% | 403 | +1,530 | 2.97% | Q1 2026 | Apr 08, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 52,295 | 3,061 | 0.14% | 0.07% | 404 | +25,300 | 93.72% | Q1 2026 | May 12, 2026 |
| Successful Portfolios LLC | History | Reduced | 50,856 | 2,976 | 1.64% | 1.55% | 405 | -831 | -1.61% | Q1 2026 | Apr 13, 2026 |
| Arax Advisory Partners | History | Added to | 50,756 | 2,971 | 0.08% | 0.07% | 406 | +10,518 | 26.14% | Q1 2026 | May 13, 2026 |
| American Investment Services, Inc. | History | Added to | 50,210 | 2,939 | 0.66% | 0.67% | 407 | +1,038 | 2.11% | Q1 2026 | May 13, 2026 |
| BIP Wealth, LLC | History | Added to | 50,103 | 2,933 | 0.12% | 0.05% | 408 | +25,701 | 105.32% | Q1 2026 | Apr 27, 2026 |
| Stokes Family Office, LLC | History | Reduced | 49,394 | 2,891 | 0.3% | 0.29% | 409 | -5,180 | -9.49% | Q1 2026 | May 11, 2026 |
| ORG Partners LLC | History | No change | 48,716 | 2,861 | 0.5% | 0.5% | 410 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 48,450 | 2,836 | 0.17% | 1.36% | 411 | -347,262 | -87.76% | Q1 2026 | May 13, 2026 |
| North Capital, Inc. | History | Reduced | 48,234 | 2,823 | 2.39% | 2.45% | 412 | -263 | -0.54% | Q1 2026 | Apr 30, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 48,187 | 2,820 | 0.24% | 0.25% | 413 | -2,103 | -4.18% | Q1 2026 | May 15, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Added to | 48,017 | 2,810 | 0.85% | 0.77% | 414 | +4,203 | 9.59% | Q1 2026 | Apr 22, 2026 |
| &PARTNERS | History | Added to | 47,959 | 2,807 | 0.01% | 0.01% | 415 | +10,377 | 27.61% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 47,625 | 2,787 | 0.12% | 0.06% | 416 | +26,229 | 122.59% | Q1 2026 | Apr 28, 2026 |
| IFC & Insurance Marketing, Inc. | History | Added to | 47,217 | 2,764 | 2.89% | 1.13% | 417 | +27,830 | 143.55% | Q1 2026 | Apr 16, 2026 |
| Schulz Wealth, LTD. | History | No change | 46,843 | 2,751 | 1.76% | 1.76% | 418 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 46,960 | 2,749 | 0.23% | 0.25% | 419 | -4,529 | -8.8% | Q1 2026 | May 01, 2026 |
| Atria Investments, Inc | History | Added to | 46,822 | 2,740 | 0.03% | 0.01% | 420 | +26,608 | 131.63% | Q1 2026 | May 05, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 46,573 | 2,726 | 0.01% | 0.01% | 421 | -6,192 | -11.74% | Q1 2026 | May 15, 2026 |
| CFO4Life Group, LLC | History | Added to | 46,348 | 2,713 | 0.41% | 0.3% | 422 | +10,606 | 29.67% | Q1 2026 | May 11, 2026 |
| BDFS Capital LLC | History | Added to | 46,250 | 2,707 | 1.3% | 1.31% | 423 | +1,974 | 4.46% | Q1 2026 | Apr 15, 2026 |
| Hayek Kallen Investment Management | History | New | 46,210 | 2,705 | 0.88% | — | 424 | +46,210 | New | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 45,110 | 2,640 | 0.12% | 0.12% | 425 | +1,418 | 3.25% | Q1 2026 | May 12, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 44,797 | 2,617 | 0.31% | 0.39% | 426 | -7,436 | -14.24% | Q1 2026 | Apr 22, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 44,158 | 2,585 | 0.23% | 0.22% | 427 | +1,474 | 3.45% | Q1 2026 | May 12, 2026 |
| Circle Wealth Management, LLC | History | No change | 44,109 | 2,582 | 0.04% | 0.04% | 428 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hassell Wealth Management, LLC | History | New | 43,961 | 2,573 | 0.86% | — | 429 | +43,961 | New | Q1 2026 | Apr 30, 2026 |
| HRT FINANCIAL LP | History | Added to | 43,761 | 2,561 | 0.01% | 0.0% | 430 | +28,001 | 177.67% | Q1 2026 | May 14, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 43,219 | 2,530 | 0.24% | 0.15% | 431 | +16,154 | 59.69% | Q1 2026 | Apr 09, 2026 |
| Hills Bank & Trust Co | History | Added to | 42,931 | 2,513 | 0.12% | 0.13% | 432 | +5,607 | 15.02% | Q1 2026 | May 01, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 42,928 | 2,508 | 0.14% | 0.04% | 433 | +31,670 | 281.31% | Q1 2026 | Apr 17, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 42,844 | 2,508 | 0.87% | 0.89% | 434 | -1,115 | -2.54% | Q1 2026 | May 06, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 42,600 | 2,493 | 0.74% | 0.65% | 435 | +4,825 | 12.77% | Q1 2026 | Apr 22, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 42,598 | 2,493 | 1.1% | 1.05% | 436 | -102 | -0.24% | Q1 2026 | Apr 22, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | No change | 42,437 | 2,484 | 0.43% | 0.4% | 437 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 42,124 | 2,465 | 0.63% | 0.66% | 438 | -1,345 | -3.09% | Q1 2026 | Apr 22, 2026 |
| Ridgewood Investments LLC | History | New | 41,615 | 2,436 | 1.0% | — | 439 | +41,615 | New | Q1 2026 | Apr 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 41,364 | 2,421 | 0.08% | 0.05% | 440 | -16,826 | -28.92% | Q1 2026 | Apr 23, 2026 |
| Pacific Park Financial, Inc. | History | Added to | 41,325 | 2,419 | 1.58% | 1.48% | 441 | +969 | 2.4% | Q1 2026 | Apr 21, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 41,252 | 2,414 | 1.1% | 1.11% | 442 | -347 | -0.83% | Q1 2026 | Apr 27, 2026 |
| AXS Investments LLC | History | Added to | 41,147 | 2,408 | 0.97% | 0.54% | 443 | +14,353 | 53.57% | Q1 2026 | May 06, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 40,791 | 2,387 | 0.12% | 0.13% | 444 | -2,117 | -4.93% | Q1 2026 | May 04, 2026 |
| Autumn Glory Partners, LLC | History | New | 40,670 | 2,380 | 0.87% | — | 445 | +40,670 | New | Q1 2026 | May 04, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 40,601 | 2,376 | 0.06% | 0.05% | 446 | -548 | -1.33% | Q1 2026 | May 08, 2026 |
| SAGE RHINO CAPITAL LLC | History | New | 40,582 | 2,375 | 0.44% | — | 447 | +40,582 | New | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 40,491 | 2,370 | 0.01% | 0.01% | 448 | +11,474 | 39.54% | Q1 2026 | May 08, 2026 |
| LifeGuide Financial Advisors, LLC | History | Reduced | 40,288 | 2,358 | 0.75% | 0.8% | 449 | -650 | -1.59% | Q1 2026 | Apr 08, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 40,096 | 2,347 | 0.81% | 0.85% | 450 | -321 | -0.79% | Q1 2026 | Apr 23, 2026 |
| Tranquilli Financial Advisor LLC | History | New | 40,017 | 2,342 | 1.37% | — | 451 | +40,017 | New | Q1 2026 | May 11, 2026 |
| PYA Waltman Capital, LLC | History | Reduced | 39,954 | 2,338 | 0.65% | 0.65% | 452 | -1,209 | -2.94% | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | Added to | 39,687 | 2,323 | 0.06% | 0.05% | 453 | +6,808 | 20.71% | Q1 2026 | May 04, 2026 |
| Zhang Financial LLC | History | Added to | 39,188 | 2,294 | 0.08% | 0.08% | 454 | +3,702 | 10.43% | Q1 2026 | May 06, 2026 |
| Intelligence Driven Advisers, LLC | History | Added to | 39,035 | 2,285 | 0.4% | 0.26% | 455 | +7,685 | 24.51% | Q1 2026 | May 15, 2026 |
| Chandler Asset Management, Inc. | History | Added to | 38,295 | 2,241 | 0.34% | 0.35% | 456 | +135 | 0.35% | Q1 2026 | May 14, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 38,213 | 2,236 | 0.03% | 0.02% | 457 | +1,729 | 4.74% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Added to | 37,820 | 2,213 | 0.11% | 0.11% | 458 | +468 | 1.25% | Q1 2026 | May 05, 2026 |
| Midwestern Financial, LLC /IA | History | Reduced | 37,415 | 2,190 | 1.72% | 2.05% | 459 | -4,858 | -11.49% | Q1 2026 | May 05, 2026 |
| BIRCHBROOK, INC. | History | Added to | 37,293 | 2,183 | 1.07% | 1.04% | 460 | +1,677 | 4.71% | Q1 2026 | Apr 08, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 36,958 | 2,163 | 1.39% | 1.3% | 461 | +3,619 | 10.86% | Q1 2026 | May 12, 2026 |
| CHILTON INVESTMENT CO INC. | History | New | 36,914 | 2,160 | 0.05% | — | 462 | +36,914 | New | Q1 2026 | May 15, 2026 |
| MBA Advisors LLC | History | Added to | 36,837 | 2,156 | 0.83% | 0.66% | 463 | +8,895 | 31.83% | Q1 2026 | Apr 20, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 36,667 | 2,146 | 0.22% | 0.26% | 464 | -3,059 | -7.7% | Q1 2026 | Apr 30, 2026 |
| SMART Wealth LLC | History | Reduced | 36,285 | 2,124 | 0.62% | 0.87% | 465 | -12,282 | -25.29% | Q1 2026 | Apr 23, 2026 |
| SHAYNE & JACOBS, LLC | History | No change | 35,855 | 2,098 | 0.65% | 0.64% | 466 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Security Financial Services, INC. | History | No change | 35,713 | 2,097 | 0.33% | 0.33% | 467 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Horizon Investments, LLC | History | Added to | 35,916 | 2,089 | 0.02% | 0.01% | 468 | +25,579 | 247.45% | Q1 2026 | May 14, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 35,648 | 2,086 | 0.97% | 0.77% | 469 | +9,244 | 35.01% | Q1 2026 | Apr 09, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 35,516 | 2,079 | 0.01% | 0.01% | 470 | -193 | -0.54% | Q1 2026 | May 11, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 35,493 | 2,078 | 0.17% | — | 472 | +35,493 | New | Q1 2026 | Apr 28, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 35,499 | 2,078 | 0.05% | 0.05% | 471 | -718 | -1.98% | Q1 2026 | Apr 29, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Added to | 34,798 | 2,031 | 1.92% | 1.63% | 473 | +13,815 | 65.84% | Q1 2026 | May 15, 2026 |
| LJI Wealth Management, LLC | History | No change | 33,761 | 1,976 | 0.32% | 0.3% | 474 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 33,631 | 1,969 | 0.0% | 0.0% | 475 | +2,172 | 6.9% | Q1 2026 | Apr 22, 2026 |
| McDonough Capital Management, Inc | History | Reduced | 33,349 | 1,952 | 1.07% | 1.03% | 476 | -2,584 | -7.19% | Q1 2026 | May 13, 2026 |
| Addison Capital Co | History | New | 32,580 | 1,907 | 0.34% | — | 477 | +32,580 | New | Q1 2026 | Apr 29, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 32,473 | 1,897 | 0.24% | 0.22% | 478 | +4,271 | 15.14% | Q1 2026 | Apr 20, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 32,061 | 1,876 | 0.02% | 0.02% | 479 | -1,123 | -3.38% | Q1 2026 | May 08, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 31,786 | 1,860 | 0.13% | 0.14% | 480 | -376 | -1.17% | Q1 2026 | May 12, 2026 |
| HEADINVEST, LLC | History | Added to | 31,464 | 1,841 | 0.38% | 0.36% | 481 | +1,050 | 3.45% | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 30,530 | 1,787 | 0.03% | 0.03% | 482 | -636 | -2.04% | Q1 2026 | May 14, 2026 |
| Arena Capital Advisors, LLC- CA | History | New | 30,000 | 1,756 | 0.88% | — | 484 | +30,000 | New | Q1 2026 | May 04, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 29,916 | 1,756 | 0.51% | 0.51% | 483 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| eCIO, Inc. | History | Added to | 29,968 | 1,754 | 0.77% | 0.72% | 485 | +3,531 | 13.36% | Q1 2026 | Apr 14, 2026 |
| Global Trust Asset Management, LLC | History | New | 29,741 | 1,741 | 0.67% | — | 486 | +29,741 | New | Q1 2026 | Apr 23, 2026 |
| May Barnhard Investments LLC | History | New | 29,429 | 1,722 | 0.84% | — | 488 | +29,429 | New | Q1 2026 | May 13, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 29,417 | 1,722 | 0.86% | 0.92% | 487 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Evansbrook LLC | History | No change | 29,297 | 1,720 | 1.15% | 1.15% | 489 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 29,339 | 1,717 | 0.08% | 0.07% | 490 | +5,073 | 20.91% | Q1 2026 | May 04, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 29,247 | 1,712 | 0.0% | 0.0% | 491 | +19,655 | 204.91% | Q1 2026 | May 14, 2026 |
| REDW Wealth LLC | History | Reduced | 29,218 | 1,710 | 0.68% | 0.68% | 492 | -1,315 | -4.31% | Q1 2026 | May 07, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 28,569 | 1,672 | 0.05% | 0.04% | 493 | +3,393 | 13.48% | Q1 2026 | Apr 27, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 28,495 | 1,668 | 0.23% | 0.16% | 494 | +12,096 | 73.76% | Q1 2026 | May 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 28,301 | 1,656 | 0.02% | 0.01% | 495 | +21,706 | 329.13% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 28,301 | 1,656 | 0.04% | 0.02% | 496 | +21,706 | 329.13% | Q1 2026 | Apr 27, 2026 |
| Fund Evaluation Group, LLC | History | No change | 28,029 | 1,640 | 0.05% | 0.05% | 497 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 27,982 | 1,638 | 0.04% | 0.01% | 498 | +23,514 | 526.28% | Q1 2026 | May 15, 2026 |
| BEARING POINT CAPITAL, LLC | History | Reduced | 27,980 | 1,637 | 0.26% | 0.33% | 499 | -8,220 | -22.71% | Q1 2026 | May 07, 2026 |
| RS CRUM INC. | History | Added to | 27,930 | 1,635 | 0.32% | 0.24% | 500 | +7,115 | 34.18% | Q1 2026 | Apr 15, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 27,819 | 1,628 | 0.12% | 0.07% | 501 | +12,302 | 79.28% | Q1 2026 | Apr 29, 2026 |
| Tidal Investments LLC | History | New | 27,734 | 1,621 | 0.0% | — | 502 | +27,734 | New | Q1 2026 | May 15, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 27,681 | 1,620 | 0.15% | 0.13% | 503 | +3,344 | 13.74% | Q1 2026 | Apr 23, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 27,659 | 1,619 | 0.39% | 0.35% | 504 | +3,151 | 12.86% | Q1 2026 | Apr 08, 2026 |
| Hegarty Advisors, LLC | History | Reduced | 27,537 | 1,612 | 1.27% | 1.53% | 505 | -2,519 | -8.38% | Q1 2026 | Apr 30, 2026 |
| Waverly Advisors, LLC | History | Reduced | 27,451 | 1,607 | 0.01% | 0.01% | 506 | -3,036 | -9.96% | Q1 2026 | May 15, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 27,306 | 1,598 | 0.15% | 0.07% | 507 | +14,886 | 119.86% | Q1 2026 | May 15, 2026 |
| Canal Capital Management, LLC | History | Reduced | 27,135 | 1,588 | 0.21% | 0.27% | 508 | -5,703 | -17.37% | Q1 2026 | Apr 27, 2026 |
| VestGen Advisors, LLC | History | New | 27,147 | 1,581 | 0.04% | — | 509 | +27,147 | New | Q1 2026 | May 14, 2026 |
| VERITY Wealth Advisors | History | Added to | 26,702 | 1,563 | 1.04% | 0.93% | 510 | +1,054 | 4.11% | Q1 2026 | Apr 09, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 26,690 | 1,560 | 0.14% | 0.17% | 511 | -3,844 | -12.59% | Q1 2026 | Apr 20, 2026 |
| Applied Capital LLC | History | Added to | 26,466 | 1,549 | 0.58% | 0.46% | 512 | +5,893 | 28.64% | Q1 2026 | Apr 22, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 26,120 | 1,529 | 0.01% | 0.01% | 513 | -1,480 | -5.36% | Q1 2026 | May 07, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 26,069 | 1,526 | 0.04% | 0.04% | 514 | +2,457 | 10.41% | Q1 2026 | May 12, 2026 |
| Centurion Wealth Management LLC | History | Added to | 25,951 | 1,519 | 0.34% | 0.33% | 515 | +6 | 0.02% | Q1 2026 | Apr 10, 2026 |
| Barton Investment Management | History | Reduced | 25,934 | 1,518 | 0.19% | 0.17% | 516 | -655 | -2.46% | Q1 2026 | Apr 20, 2026 |
| BancFirst Trust & Investment Management | History | Added to | 25,590 | 1,496 | 0.66% | 0.59% | 517 | +1,329 | 5.48% | Q1 2026 | Apr 01, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 25,571 | 1,496 | 0.24% | 0.27% | 518 | +275 | 1.09% | Q1 2026 | Apr 17, 2026 |
| Jasper Ridge Partners, L.P. | History | New | 25,523 | 1,494 | 0.03% | — | 520 | +25,523 | New | Q1 2026 | May 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 25,536 | 1,494 | 0.04% | 0.04% | 519 | -3,204 | -11.15% | Q1 2026 | Apr 30, 2026 |
| GatePass Capital, LLC | History | Reduced | 25,500 | 1,492 | 0.7% | 0.89% | 521 | -4,000 | -13.56% | Q1 2026 | May 06, 2026 |
| OBSIDIAN CIO, LLC | History | New | 25,432 | 1,488 | 1.34% | — | 522 | +25,432 | New | Q1 2026 | May 11, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 25,265 | 1,479 | 0.03% | 0.03% | 523 | +2,136 | 9.24% | Q1 2026 | May 14, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 25,246 | 1,477 | 0.07% | 0.07% | 524 | +152 | 0.61% | Q1 2026 | May 14, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 24,940 | 1,459 | 0.04% | 0.05% | 525 | -2,500 | -9.11% | Q1 2026 | May 12, 2026 |
| Five Pine Wealth Management | History | Added to | 24,773 | 1,450 | 0.9% | 0.56% | 526 | +9,968 | 67.33% | Q1 2026 | Apr 16, 2026 |
| Savant Capital, LLC | History | Added to | 24,640 | 1,442 | 0.01% | 0.01% | 527 | +1,029 | 4.36% | Q1 2026 | May 04, 2026 |
| Mills Wealth Advisors LLC | History | New | 24,489 | 1,433 | 0.5% | — | 528 | +24,489 | New | Q1 2026 | Apr 24, 2026 |
| FIRST HORIZON CORP | History | Added to | 24,048 | 1,407 | 0.06% | 0.05% | 529 | +4,449 | 22.7% | Q1 2026 | Apr 30, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 23,949 | 1,401 | 0.01% | 0.02% | 530 | -12,447 | -34.2% | Q1 2026 | May 14, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 23,944 | 1,401 | 0.29% | 0.28% | 531 | +1,523 | 6.79% | Q1 2026 | Apr 21, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 23,081 | 1,351 | 0.03% | 0.03% | 532 | +520 | 2.3% | Q1 2026 | May 13, 2026 |
| Cadence Bank | History | No change | 22,853 | 1,342 | 0.08% | 0.08% | 533 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Red Tortoise LLC | History | Added to | 22,830 | 1,336 | 0.56% | 0.57% | 534 | +112 | 0.49% | Q1 2026 | Apr 21, 2026 |
| Frontier Asset Management, LLC | History | Added to | 22,694 | 1,328 | 0.28% | 0.23% | 535 | +5,630 | 32.99% | Q1 2026 | May 06, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 22,608 | 1,320 | 0.18% | 0.15% | 536 | +4,902 | 27.69% | Q1 2026 | Apr 13, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 22,556 | 1,320 | 0.05% | 0.05% | 537 | -148 | -0.65% | Q1 2026 | May 06, 2026 |
| ETF Portfolio Partners, Inc. | History | Reduced | 22,496 | 1,316 | 0.35% | 0.34% | 538 | -181 | -0.8% | Q1 2026 | May 13, 2026 |
| PFG Investments, LLC | History | Reduced | 22,421 | 1,312 | 0.06% | 0.06% | 539 | -531 | -2.31% | Q1 2026 | Apr 27, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 21,973 | 1,286 | 0.46% | 0.47% | 540 | +127 | 0.58% | Q1 2026 | May 06, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 21,948 | 1,284 | 0.22% | 0.15% | 542 | +6,563 | 42.66% | Q1 2026 | Apr 13, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 21,942 | 1,284 | 0.1% | 0.08% | 541 | +199 | 0.92% | Q1 2026 | May 20, 2026 |
| Sepio Capital, LP | History | No change | 21,873 | 1,280 | 0.07% | 0.07% | 543 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rothschild Capital Partners, LLC | History | Added to | 21,848 | 1,278 | 0.31% | 0.25% | 544 | +3,493 | 19.03% | Q1 2026 | May 15, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 21,638 | 1,266 | 0.11% | 0.12% | 546 | +4,545 | 26.59% | Q1 2026 | May 12, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 21,632 | 1,266 | 0.09% | 0.09% | 545 | -955 | -4.23% | Q1 2026 | May 14, 2026 |
| Pasadena Private Wealth, LLC | History | New | 21,519 | 1,259 | 0.17% | — | 547 | +21,519 | New | Q1 2026 | Apr 22, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 21,400 | 1,252 | 0.31% | 0.71% | 548 | -25,200 | -54.08% | Q1 2026 | Apr 09, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 21,286 | 1,246 | 0.87% | 0.87% | 549 | +1,415 | 7.12% | Q1 2026 | May 12, 2026 |
| Rinkey Investments | History | Added to | 21,249 | 1,243 | 0.32% | 0.28% | 550 | +2,425 | 12.88% | Q1 2026 | May 11, 2026 |
| Advanced Asset Management Advisors Inc | History | Added to | 21,070 | 1,233 | 0.34% | 0.33% | 551 | +220 | 1.06% | Q1 2026 | Apr 24, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 20,795 | 1,217 | 0.02% | 0.01% | 552 | +8,748 | 72.62% | Q1 2026 | May 11, 2026 |
| Fullerton Advisors, LLC | History | Reduced | 20,769 | 1,215 | 1.26% | 1.35% | 553 | -2,186 | -9.52% | Q1 2026 | Apr 21, 2026 |
| FMR LLC | History | Added to | 20,701 | 1,211 | 0.0% | 0.0% | 554 | +5,669 | 37.71% | Q1 2026 | May 15, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Added to | 20,584 | 1,204 | 0.71% | 0.69% | 555 | +313 | 1.54% | Q1 2026 | Apr 17, 2026 |
| CERTUITY, LLC | History | New | 20,539 | 1,202 | 0.08% | — | 556 | +20,539 | New | Q1 2026 | May 11, 2026 |
| United Community Bank | History | New | 20,537 | 1,202 | 0.4% | — | 557 | +20,537 | New | Q1 2026 | Apr 24, 2026 |
| Summit Global Investments | History | Reduced | 20,231 | 1,184 | 0.07% | 0.07% | 558 | -257 | -1.25% | Q1 2026 | May 07, 2026 |
| DAVIS R M INC | History | Reduced | 20,059 | 1,174 | 0.02% | 0.02% | 559 | -1,055 | -5.0% | Q1 2026 | May 13, 2026 |
| KITCHING PARTNERS, LLC | History | Added to | 20,043 | 1,173 | 1.08% | 0.82% | 560 | +4,734 | 30.92% | Q1 2026 | May 06, 2026 |
| Diligent Investors, LLC | History | No change | 20,000 | 1,170 | 0.29% | 0.29% | 561 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Hummer Financial Advisory Services Inc | History | No change | 20,000 | 1,170 | 0.83% | 0.83% | 562 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 19,859 | 1,162 | 0.01% | 0.02% | 563 | -847 | -4.09% | Q1 2026 | Apr 20, 2026 |
| Avise Financial Cooperative, Inc. | History | Added to | 19,652 | 1,150 | 0.95% | 0.87% | 564 | +3,223 | 19.62% | Q1 2026 | Apr 22, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 19,637 | 1,149 | 0.12% | 0.12% | 565 | +1 | 0.01% | Q1 2026 | Apr 15, 2026 |
| SEEDS INVESTOR LLC | History | New | 19,628 | 1,148 | 0.16% | — | 566 | +19,628 | New | Q1 2026 | May 11, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 19,586 | 1,146 | 0.53% | 0.53% | 567 | +484 | 2.53% | Q1 2026 | Apr 08, 2026 |
| Strive Financial Group ,LLC | History | New | 19,455 | 1,139 | 0.6% | — | 568 | +19,455 | New | Q1 2026 | May 15, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 19,381 | 1,134 | 0.08% | 0.08% | 569 | +1,551 | 8.7% | Q1 2026 | May 04, 2026 |
| Belleair Asset Management, LLC | History | Reduced | 19,241 | 1,126 | 1.03% | 1.13% | 570 | -941 | -4.66% | Q1 2026 | Apr 15, 2026 |
| Estate Counselors, LLC | History | Reduced | 19,145 | 1,120 | 0.1% | 0.73% | 571 | -128,387 | -87.02% | Q1 2026 | May 15, 2026 |
| Greenspring Advisors, LLC | History | Added to | 19,097 | 1,117 | 0.07% | 0.06% | 572 | +1,289 | 7.24% | Q1 2026 | May 04, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 19,028 | 1,113 | 0.04% | 0.04% | 573 | +805 | 4.42% | Q1 2026 | May 14, 2026 |
| Rothschild Wealth LLC | History | Reduced | 18,859 | 1,104 | 0.1% | 0.12% | 574 | -2,237 | -10.6% | Q1 2026 | May 06, 2026 |
| DAVENPORT & Co LLC | History | Added to | 18,850 | 1,103 | 0.01% | 0.01% | 575 | +1,141 | 6.44% | Q1 2026 | Apr 15, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | Reduced | 18,853 | 1,103 | 0.75% | 0.74% | 576 | -400 | -2.08% | Q1 2026 | May 14, 2026 |
| Congress Park Capital LLC | History | Reduced | 18,750 | 1,097 | 0.34% | 0.36% | 577 | -1,750 | -8.54% | Q1 2026 | Apr 14, 2026 |
| Great Waters Wealth Management | History | Added to | 18,713 | 1,095 | 0.12% | 0.12% | 578 | +533 | 2.93% | Q1 2026 | Apr 17, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 18,692 | 1,094 | 0.08% | 0.09% | 579 | -3,604 | -16.16% | Q1 2026 | May 05, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 18,655 | 1,092 | 0.45% | 0.55% | 580 | -3,711 | -16.59% | Q1 2026 | Apr 21, 2026 |
| Avestar Capital, LLC | History | No change | 18,492 | 1,082 | 0.07% | 0.07% | 581 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 18,457 | 1,080 | 0.04% | 0.04% | 582 | -123 | -0.66% | Q1 2026 | Apr 07, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 18,443 | 1,079 | 0.04% | 0.05% | 583 | -1,337 | -6.76% | Q1 2026 | Apr 13, 2026 |
| D.B. Root & Company, LLC | History | Added to | 18,363 | 1,074 | 0.26% | 0.13% | 585 | +9,414 | 105.2% | Q1 2026 | May 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 18,363 | 1,074 | 0.08% | 0.08% | 584 | -176 | -0.95% | Q1 2026 | Apr 23, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 18,116 | 1,060 | 0.35% | 0.4% | 586 | -656 | -3.49% | Q1 2026 | May 12, 2026 |
| ASPIRIANT, LLC | History | Added to | 17,992 | 1,053 | 0.03% | 0.03% | 587 | +2,162 | 13.66% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 17,894 | 1,050 | 0.02% | 0.02% | 588 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 17,919 | 1,049 | 0.17% | 0.18% | 589 | +92 | 0.52% | Q1 2026 | May 08, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 17,887 | 1,047 | 0.12% | 0.06% | 590 | +8,316 | 86.89% | Q1 2026 | Apr 16, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 17,863 | 1,045 | 0.01% | 0.01% | 591 | -1,178 | -6.19% | Q1 2026 | May 14, 2026 |
| Hilton Capital Management, LLC | History | New | 17,508 | 1,024 | 0.08% | — | 592 | +17,508 | New | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 17,374 | 1,017 | 0.02% | 0.02% | 593 | +5,813 | 50.28% | Q1 2026 | Apr 13, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | New | 17,326 | 1,014 | 0.46% | — | 594 | +17,326 | New | Q1 2026 | Apr 23, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 17,036 | 997 | 0.03% | 0.02% | 595 | +634 | 3.87% | Q1 2026 | May 14, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 16,863 | 987 | 0.3% | 0.42% | 597 | -6,898 | -29.03% | Q1 2026 | May 20, 2026 |
| Arcus Capital Partners, LLC | History | No change | 16,867 | 987 | 0.35% | 0.36% | 596 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 16,848 | 986 | 0.17% | 0.16% | 598 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ballentine Partners, LLC | History | New | 16,752 | 980 | 0.01% | — | 599 | +16,752 | New | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 16,735 | 979 | 0.01% | 0.02% | 600 | -6,755 | -28.76% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 16,681 | 976 | 0.0% | 0.0% | 601 | -2,599 | -13.48% | Q1 2026 | May 08, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 16,615 | 972 | 0.09% | 0.08% | 602 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 16,502 | 966 | 0.34% | 0.38% | 603 | -1,318 | -7.4% | Q1 2026 | Apr 15, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 16,348 | 957 | 0.2% | — | 604 | +16,348 | New | Q1 2026 | Apr 15, 2026 |
| TritonPoint Partners, LLC | History | New | 15,974 | 935 | 0.34% | — | 606 | +15,974 | New | Q1 2026 | Apr 28, 2026 |
| Sovran Advisors, LLC | History | Reduced | 16,006 | 935 | 0.07% | 0.08% | 605 | -703 | -4.21% | Q1 2026 | May 01, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 15,937 | 932 | 0.09% | 0.11% | 607 | -4,012 | -20.11% | Q1 2026 | Apr 13, 2026 |
| AMG National Trust Bank | History | New | 15,670 | 917 | 0.02% | — | 608 | +15,670 | New | Q1 2026 | May 04, 2026 |
| Schiavi & Co LLC | History | Reduced | 15,536 | 909 | 0.27% | 0.3% | 609 | -526 | -3.27% | Q1 2026 | May 11, 2026 |
| Kaizen Financial Strategies | History | Reduced | 15,526 | 908 | 0.38% | 0.46% | 610 | -2,175 | -12.29% | Q1 2026 | May 01, 2026 |
| Inlight Wealth Management, LLC | History | Added to | 15,457 | 904 | 0.33% | 0.29% | 611 | +1,809 | 13.25% | Q1 2026 | May 04, 2026 |
| Broussard Financial Group LLC | History | Added to | 15,439 | 903 | 0.72% | 0.67% | 612 | +1,315 | 9.31% | Q1 2026 | Apr 29, 2026 |
| Stratos Investment Management, LLC | History | Added to | 15,412 | 902 | 0.04% | 0.03% | 613 | +1,280 | 9.06% | Q1 2026 | Apr 28, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Reduced | 15,388 | 900 | 0.47% | 0.5% | 614 | -137 | -0.88% | Q1 2026 | Apr 22, 2026 |
| Clarendon Private LLC | History | New | 15,335 | 897 | 0.69% | — | 615 | +15,335 | New | Q1 2026 | May 11, 2026 |
| Vertrix Wealth Management, LLC | History | New | 15,152 | 886 | 0.33% | — | 616 | +15,152 | New | Q1 2026 | Apr 24, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 15,016 | 879 | 0.17% | 0.17% | 617 | +2 | 0.01% | Q1 2026 | May 05, 2026 |
| Valpey Financial Services, LLC | History | Added to | 14,982 | 877 | 0.57% | 0.48% | 619 | +2,313 | 18.26% | Q1 2026 | May 11, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 14,982 | 877 | 0.14% | 0.12% | 618 | +503 | 3.47% | Q1 2026 | May 06, 2026 |
| Addis & Hill, Inc | History | Reduced | 14,892 | 871 | 0.53% | 0.53% | 620 | -73 | -0.49% | Q1 2026 | Apr 16, 2026 |
| Winter & Associates, Inc. | History | Added to | 14,773 | 861 | 0.75% | 0.77% | 621 | +666 | 4.72% | Q1 2026 | Apr 08, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 14,631 | 859 | 0.01% | 0.01% | 622 | -5,385 | -26.9% | Q1 2026 | May 15, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 14,617 | 855 | 0.37% | 0.39% | 623 | +7 | 0.05% | Q1 2026 | May 01, 2026 |
| Bank of New York Mellon Corp | History | New | 14,562 | 852 | 0.0% | — | 624 | +14,562 | New | Q1 2026 | May 05, 2026 |
| American Trust | History | Reduced | 14,537 | 850 | 0.08% | 0.08% | 625 | -2,623 | -15.29% | Q1 2026 | May 01, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 14,385 | 842 | 0.0% | 0.0% | 626 | -644 | -4.29% | Q1 2026 | May 14, 2026 |
| Apollon Financial, LLC | History | Added to | 14,332 | 839 | 0.12% | 0.12% | 627 | +124 | 0.87% | Q1 2026 | Apr 22, 2026 |
| Intrua Financial, LLC | History | Reduced | 14,330 | 838 | 0.09% | 0.09% | 628 | -783 | -5.18% | Q1 2026 | Apr 23, 2026 |
| RBO & CO LLC | History | New | 14,091 | 824 | 0.13% | — | 630 | +14,091 | New | Q1 2026 | May 14, 2026 |
| KDT Advisors, LLC | History | No change | 14,080 | 824 | 1.31% | 1.16% | 629 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Glenview Trust Co | History | Reduced | 13,971 | 817 | 0.01% | 0.02% | 631 | -3,076 | -18.04% | Q1 2026 | May 08, 2026 |
| TPG Financial Advisors, LLC | History | Reduced | 13,761 | 805 | 0.26% | 0.27% | 632 | -4 | -0.03% | Q1 2026 | May 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 13,696 | 801 | 0.0% | 0.01% | 633 | -11,909 | -46.51% | Q1 2026 | Apr 29, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 13,529 | 791 | 0.05% | 0.05% | 634 | +958 | 7.62% | Q1 2026 | Apr 15, 2026 |
| AEGON USA Investment Management, LLC | History | No change | 13,500 | 790 | 0.62% | 0.56% | 635 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 13,474 | 788 | 0.01% | 0.01% | 636 | +5,523 | 69.46% | Q1 2026 | May 13, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 13,473 | 788 | 0.1% | 0.11% | 637 | -634 | -4.49% | Q1 2026 | Apr 09, 2026 |
| Embree Financial Group | History | Reduced | 13,401 | 784 | 0.09% | 0.13% | 638 | -5,029 | -27.29% | Q1 2026 | Apr 23, 2026 |
| StoneX Group Inc. | History | Reduced | 13,370 | 782 | 0.04% | 0.05% | 639 | -6,899 | -34.04% | Q1 2026 | May 14, 2026 |
| Bell Bank | History | Reduced | 13,253 | 775 | 0.03% | 0.08% | 640 | -16,681 | -55.73% | Q1 2026 | Apr 23, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 13,139 | 769 | 0.48% | 0.47% | 641 | +67 | 0.51% | Q1 2026 | Apr 15, 2026 |
| Financial Partners Group, Inc | History | Added to | 12,986 | 760 | 0.09% | 0.07% | 642 | +2,603 | 25.07% | Q1 2026 | Apr 10, 2026 |
| VIAWEALTH, LLC | History | Reduced | 12,996 | 760 | 0.42% | 0.46% | 643 | -859 | -6.2% | Q1 2026 | May 11, 2026 |
| Gateway Wealth Partners, LLC | History | New | 12,978 | 759 | 0.03% | — | 644 | +12,978 | New | Q1 2026 | May 15, 2026 |
| Pictet North America Advisors SA | History | Added to | 12,900 | 755 | 0.07% | 0.06% | 645 | +1,800 | 16.22% | Q1 2026 | Apr 14, 2026 |
| DB Fitzpatrick & Co, Inc | History | Added to | 12,886 | 754 | 0.65% | 0.53% | 646 | +2,717 | 26.72% | Q1 2026 | Apr 27, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 12,853 | 752 | 0.03% | 0.02% | 647 | +4,985 | 63.36% | Q1 2026 | May 13, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 12,763 | 747 | 0.04% | 0.03% | 648 | +1,883 | 17.31% | Q1 2026 | May 01, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Reduced | 12,765 | 747 | 0.35% | 0.36% | 649 | -71 | -0.55% | Q1 2026 | May 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 12,655 | 740 | 0.01% | 0.01% | 650 | +2,148 | 20.44% | Q1 2026 | Apr 21, 2026 |
| Ares Financial Consulting, LLC | History | Reduced | 12,687 | 740 | 0.58% | 0.76% | 651 | -876 | -6.46% | Q1 2026 | Apr 02, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 12,547 | 736 | 0.46% | 0.46% | 652 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 12,571 | 735 | 0.07% | 0.01% | 653 | +10,504 | 508.18% | Q1 2026 | Apr 30, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 12,540 | 734 | 0.16% | 0.14% | 654 | +1,303 | 11.6% | Q1 2026 | May 21, 2026 |
| HOWE & RUSLING INC | History | Reduced | 12,490 | 731 | 0.05% | 0.08% | 655 | -7,228 | -36.66% | Q1 2026 | Apr 28, 2026 |
| Eagle Strategies LLC | History | Added to | 12,424 | 727 | 0.09% | 0.08% | 657 | +1,503 | 13.76% | Q1 2026 | Apr 20, 2026 |
| Sellwood Investment Partners LLC | History | Reduced | 12,435 | 727 | 0.29% | 0.3% | 656 | -606 | -4.65% | Q1 2026 | Apr 23, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 12,245 | 719 | 0.05% | 0.05% | 658 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 12,275 | 715 | 0.01% | 0.01% | 659 | -2,245 | -15.46% | Q1 2026 | May 14, 2026 |
| First County Bank /CT/ | History | Reduced | 12,194 | 713 | 0.38% | 0.39% | 660 | -532 | -4.18% | Q1 2026 | Apr 03, 2026 |
| Redwood Investment Management, LLC | History | Added to | 12,120 | 709 | 0.09% | 0.08% | 661 | +73 | 0.61% | Q1 2026 | May 14, 2026 |
| Vista Cima Wealth Management LLC | History | Reduced | 12,055 | 705 | 0.7% | 0.79% | 662 | -4,075 | -25.26% | Q1 2026 | May 12, 2026 |
| Emerald Investment Advisers, LLC | History | New | 12,018 | 703 | 0.06% | — | 663 | +12,018 | New | Q1 2026 | May 11, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 11,952 | 699 | 0.06% | 0.07% | 664 | -373 | -3.03% | Q1 2026 | May 14, 2026 |
| Ethos Financial Group, LLC | History | Added to | 11,898 | 696 | 0.05% | 0.05% | 665 | +642 | 5.7% | Q1 2026 | May 05, 2026 |
| Orcam Financial Group | History | Reduced | 11,880 | 695 | 0.49% | 0.6% | 666 | -1,690 | -12.45% | Q1 2026 | May 12, 2026 |
| Chesley Taft & Associates LLC | History | New | 11,869 | 694 | 0.03% | — | 667 | +11,869 | New | Q1 2026 | Apr 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 11,781 | 689 | 0.0% | 0.0% | 668 | +9,178 | 352.59% | Q1 2026 | May 08, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 11,765 | 688 | 0.33% | 0.34% | 669 | +54 | 0.46% | Q1 2026 | May 08, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 11,706 | 685 | 0.19% | 0.19% | 670 | +45 | 0.39% | Q1 2026 | Apr 14, 2026 |
| Capital Wealth Alliance, LLC | History | Added to | 11,675 | 683 | 0.31% | 0.26% | 672 | +1,512 | 14.88% | Q1 2026 | May 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 11,674 | 683 | 0.01% | 0.01% | 671 | +211 | 1.84% | Q1 2026 | Apr 20, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 11,658 | 682 | 0.06% | 0.04% | 673 | -45 | -0.38% | Q1 2026 | May 14, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 11,626 | 680 | 0.39% | 0.31% | 674 | +2,400 | 26.01% | Q1 2026 | Apr 10, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 11,609 | 679 | 0.23% | 0.22% | 675 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 11,578 | 677 | 0.09% | 0.11% | 676 | -3,254 | -21.94% | Q1 2026 | May 04, 2026 |
| Mittelman Wealth Management | History | Added to | 11,460 | 670 | 0.42% | 0.37% | 677 | +1,847 | 19.21% | Q1 2026 | May 15, 2026 |
| Manhattan West Asset Management, LLC | History | Reduced | 11,435 | 669 | 0.13% | 0.17% | 678 | -2,839 | -19.89% | Q1 2026 | May 14, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 11,413 | 668 | 0.34% | 0.3% | 679 | +1,373 | 13.68% | Q1 2026 | May 13, 2026 |
| My Personal CFO, LLC | History | Reduced | 11,419 | 668 | 0.29% | 0.29% | 680 | -246 | -2.11% | Q1 2026 | Apr 21, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 11,404 | 667 | 0.07% | 0.09% | 681 | -1,837 | -13.87% | Q1 2026 | May 11, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 11,408 | 666 | 0.01% | 0.03% | 682 | +524 | 4.81% | Q1 2026 | May 01, 2026 |
| Squarepoint Ops LLC | History | New | 11,310 | 662 | 0.0% | — | 684 | +11,310 | New | Q1 2026 | May 15, 2026 |
| LRI Investments, LLC | History | No change | 11,315 | 662 | 0.06% | 0.05% | 683 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Dorsey & Whitney Trust CO LLC | History | New | 11,199 | 655 | 0.04% | — | 686 | +11,199 | New | Q1 2026 | May 14, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 11,201 | 655 | 0.38% | 0.11% | 685 | +8,087 | 259.7% | Q1 2026 | May 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 11,148 | 652 | 0.04% | 0.04% | 687 | +214 | 1.96% | Q1 2026 | Apr 27, 2026 |
| Dakota Wealth Management | History | Reduced | 11,059 | 647 | 0.01% | 0.01% | 688 | -1,594 | -12.6% | Q1 2026 | May 07, 2026 |
| Core Wealth Advisors, Inc. | History | New | 11,043 | 646 | 0.15% | — | 690 | +11,043 | New | Q1 2026 | May 15, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Added to | 11,036 | 646 | 0.02% | 0.02% | 689 | +52 | 0.47% | Q1 2026 | May 06, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 11,027 | 645 | 0.04% | — | 691 | +11,027 | New | Q1 2026 | Apr 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 10,932 | 639 | 0.01% | 0.0% | 692 | +7,419 | 211.19% | Q1 2026 | May 05, 2026 |
| CFG Wealth Management Services, Inc. | History | No change | 10,746 | 629 | 0.57% | 0.58% | 693 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Oakmont Advisory Group, LLC | History | Reduced | 10,685 | 625 | 0.64% | 0.9% | 694 | -3,649 | -25.46% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Reduced | 10,626 | 622 | 0.0% | 0.0% | 695 | -2,207 | -17.2% | Q1 2026 | May 14, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 10,598 | 620 | 0.07% | 0.07% | 696 | -553 | -4.96% | Q1 2026 | May 06, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 10,582 | 619 | 0.02% | 0.02% | 697 | +352 | 3.44% | Q1 2026 | May 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 10,507 | 615 | 0.25% | 0.22% | 698 | -6 | -0.06% | Q1 2026 | Apr 14, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 10,446 | 611 | 0.01% | 0.01% | 699 | +159 | 1.55% | Q1 2026 | Apr 29, 2026 |
| HUB Investment Partners, LLC | History | New | 10,409 | 609 | 0.01% | — | 700 | +10,409 | New | Q1 2026 | May 15, 2026 |
| Veracity Capital LLC | History | No change | 10,401 | 608 | 0.22% | 0.18% | 701 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Indivisible Partners | History | Reduced | 10,378 | 607 | 0.05% | 0.08% | 702 | -2,934 | -22.04% | Q1 2026 | Apr 30, 2026 |
| Lake Hills Wealth Management, LLC | History | Reduced | 10,355 | 606 | 0.34% | 0.37% | 703 | -1,719 | -14.24% | Q1 2026 | Apr 10, 2026 |
| Delta Investment Management, LLC | History | Added to | 10,213 | 597 | 0.11% | 0.09% | 704 | +955 | 10.32% | Q1 2026 | May 12, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | No change | 10,170 | 595 | 0.53% | 0.56% | 705 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Stonekeep Investments, LLC | History | Added to | 10,140 | 593 | 0.38% | 0.36% | 706 | +534 | 5.56% | Q1 2026 | Apr 07, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 10,079 | 590 | 0.08% | 0.08% | 707 | -998 | -9.01% | Q1 2026 | May 07, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 9,991 | 584 | 0.31% | 0.21% | 709 | +3,479 | 53.42% | Q1 2026 | May 01, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 9,986 | 584 | 0.08% | 0.08% | 708 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 9,975 | 583 | 0.04% | 0.04% | 710 | -49 | -0.49% | Q1 2026 | May 06, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | No change | 9,950 | 582 | 0.24% | 0.24% | 711 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TMB Capital Partners, LLC | History | Added to | 9,867 | 577 | 0.19% | 0.16% | 714 | +1,977 | 25.06% | Q1 2026 | May 08, 2026 |
| Prairiewood Capital, LLC | History | Added to | 9,870 | 577 | 0.17% | 0.15% | 713 | +1,586 | 19.15% | Q1 2026 | Apr 16, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 9,865 | 577 | 0.0% | 0.0% | 712 | -251 | -2.48% | Q1 2026 | May 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 9,818 | 576 | 0.0% | 0.0% | 715 | +38 | 0.39% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Added to | 9,810 | 574 | 0.02% | 0.01% | 716 | +4,416 | 81.87% | Q1 2026 | May 14, 2026 |
| Physician Wealth Solutions Inc. | History | Added to | 9,714 | 568 | 0.24% | 0.2% | 717 | +1,676 | 20.85% | Q1 2026 | Apr 13, 2026 |
| 626 Financial, LLC | History | New | 9,647 | 564 | 0.25% | — | 718 | +9,647 | New | Q1 2026 | Apr 23, 2026 |
| CJM Wealth Advisers, Ltd. | History | Added to | 9,574 | 560 | 0.17% | 0.15% | 720 | +1,023 | 11.96% | Q1 2026 | Apr 13, 2026 |
| Monument Group Wealth Advisors, LLC | History | Reduced | 9,574 | 560 | 0.31% | 0.31% | 719 | -69 | -0.72% | Q1 2026 | Apr 22, 2026 |
| Independent Wealth Network Inc. | History | Added to | 9,508 | 556 | 0.17% | 0.09% | 721 | +4,740 | 99.41% | Q1 2026 | Apr 20, 2026 |
| Alaethes Wealth, LLC | History | No change | 9,440 | 552 | 0.16% | 0.16% | 722 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 9,336 | 546 | 0.26% | 0.27% | 723 | -33 | -0.35% | Q1 2026 | May 01, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 9,287 | 543 | 0.01% | 0.01% | 724 | +3,850 | 70.81% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 9,282 | 543 | 0.0% | 0.0% | 725 | +76 | 0.83% | Q1 2026 | May 14, 2026 |
| Klingman & Associates, LLC | History | No change | 9,273 | 542 | 0.03% | 0.03% | 726 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Navigation Wealth Management, Inc. | History | Reduced | 9,224 | 539 | 1.94% | 0.83% | 727 | -325 | -3.4% | Q1 2026 | Apr 21, 2026 |
| Core Wealth Partners LLC | History | New | 9,193 | 538 | 0.25% | — | 728 | +9,193 | New | Q1 2026 | May 08, 2026 |
| EASTERN BANK | History | Added to | 9,145 | 535 | 0.01% | 0.01% | 729 | +686 | 8.11% | Q1 2026 | Apr 07, 2026 |
| Ruedi Wealth Management, Inc. | History | Reduced | 9,083 | 531 | 0.14% | 0.18% | 730 | -2,413 | -20.99% | Q1 2026 | May 01, 2026 |
| CHOREO, LLC | History | Added to | 9,055 | 530 | 0.01% | 0.01% | 731 | +2,358 | 35.21% | Q1 2026 | May 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 9,050 | 529 | 0.08% | 0.08% | 732 | -388 | -4.11% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 9,016 | 527 | 0.0% | 0.01% | 733 | -14,293 | -61.32% | Q1 2026 | May 14, 2026 |
| FCG Investment Co | History | New | 9,016 | 527 | 0.23% | — | 734 | +9,016 | New | Q1 2026 | Apr 09, 2026 |
| Compound Planning, Inc. | History | Added to | 8,958 | 524 | 0.02% | 0.01% | 735 | +294 | 3.39% | Q1 2026 | May 14, 2026 |
| Carroll Advisory Group, LLC | History | Added to | 8,920 | 522 | 0.2% | 0.09% | 736 | +5,468 | 158.4% | Q1 2026 | Apr 22, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 8,898 | 520 | 0.01% | 0.3% | 737 | -197,749 | -95.69% | Q1 2026 | May 04, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 8,826 | 516 | 0.0% | 0.0% | 738 | +400 | 4.75% | Q1 2026 | Apr 30, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 8,727 | 510 | 0.04% | 0.04% | 739 | -256 | -2.85% | Q1 2026 | Apr 20, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 8,698 | 509 | 0.11% | 0.13% | 740 | -587 | -6.32% | Q1 2026 | Apr 21, 2026 |
| Sowell Financial Services LLC | History | Reduced | 8,707 | 509 | 0.02% | 0.02% | 741 | -53 | -0.61% | Q1 2026 | Apr 20, 2026 |
| CHANNEL WEALTH LLC | History | New | 8,659 | 506 | 0.12% | — | 742 | +8,659 | New | Q1 2026 | May 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 8,640 | 505 | 0.01% | 0.01% | 743 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hershey Financial Advisers, LLC | History | New | 8,596 | 503 | 0.43% | — | 745 | +8,596 | New | Q1 2026 | May 06, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 8,600 | 503 | 0.27% | 0.26% | 744 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 8,586 | 502 | 0.31% | 0.29% | 747 | +69 | 0.81% | Q1 2026 | May 13, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | No change | 8,583 | 502 | 0.19% | 0.19% | 746 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 8,529 | 499 | 0.12% | 0.12% | 748 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 8,500 | 497 | 0.07% | 0.07% | 749 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Stone House Investment Management, LLC | History | Added to | 8,476 | 496 | 0.09% | 0.05% | 750 | +2,458 | 40.84% | Q1 2026 | Apr 22, 2026 |
| Chris Bulman Inc | History | No change | 8,473 | 496 | 0.22% | 0.22% | 751 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 8,463 | 495 | 0.01% | 0.01% | 752 | +1,086 | 14.72% | Q1 2026 | May 07, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 8,354 | 489 | 0.01% | 0.01% | 753 | -1,832 | -17.99% | Q1 2026 | May 06, 2026 |
| Meridian Wealth Partners, LLC | History | No change | 8,344 | 488 | 0.07% | 0.07% | 754 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GenTrust, LLC | History | Reduced | 8,294 | 485 | 0.02% | 0.02% | 755 | -482 | -5.49% | Q1 2026 | Apr 27, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 8,256 | 483 | 0.11% | 0.13% | 756 | -1,949 | -19.1% | Q1 2026 | Apr 15, 2026 |
| Alteri Wealth LLC | History | Added to | 8,267 | 483 | 0.16% | 0.14% | 757 | +772 | 10.3% | Q1 2026 | May 06, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 8,141 | 476 | 0.03% | 0.08% | 758 | -14,612 | -64.22% | Q1 2026 | May 12, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 8,082 | 474 | 0.07% | 0.07% | 759 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ProVise Management Group, LLC | History | No change | 8,038 | 470 | 0.03% | 0.03% | 760 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 7,989 | 467 | 0.1% | 0.51% | 761 | -33,321 | -80.66% | Q1 2026 | Apr 23, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 7,973 | 466 | 0.05% | 0.06% | 762 | -1,344 | -14.43% | Q1 2026 | Apr 15, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Added to | 7,880 | 461 | 0.28% | 0.23% | 763 | +1,403 | 21.66% | Q1 2026 | May 15, 2026 |
| Aries Wealth Management | History | No change | 7,890 | 461 | 0.1% | 0.1% | 764 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| truNorth Financial Services, Inc. | History | New | 7,865 | 460 | 0.48% | — | 765 | +7,865 | New | Q1 2026 | May 05, 2026 |
| Wells Financial Advisors INC | History | Reduced | 7,810 | 457 | 2.08% | 1.09% | 766 | -1,930 | -19.82% | Q1 2026 | May 07, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | No change | 7,806 | 456 | 0.02% | 0.02% | 767 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TRB Wealth Management, LLC | History | New | 7,698 | 450 | 0.06% | — | 770 | +7,698 | New | Q1 2026 | May 14, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 7,689 | 450 | 0.15% | 0.34% | 768 | -3,703 | -32.51% | Q1 2026 | Apr 20, 2026 |
| McMillan Office, Inc. | History | No change | 7,700 | 450 | 0.06% | 0.05% | 769 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 7,680 | 449 | 0.01% | 0.01% | 772 | +4,031 | 110.47% | Q1 2026 | May 11, 2026 |
| McAdam, LLC | History | Added to | 7,675 | 449 | 0.02% | 0.02% | 771 | +474 | 6.58% | Q1 2026 | May 08, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 7,669 | 448 | 0.06% | 0.03% | 774 | +3,411 | 80.11% | Q1 2026 | Apr 28, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 7,662 | 448 | 0.07% | 0.07% | 773 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 7,571 | 443 | 0.2% | 0.13% | 775 | +46 | 0.61% | Q1 2026 | Apr 09, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | Added to | 7,564 | 442 | 0.1% | 0.1% | 776 | +182 | 2.47% | Q1 2026 | Apr 17, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 7,533 | 440 | 0.24% | 0.14% | 777 | +3,144 | 71.63% | Q1 2026 | May 14, 2026 |
| Essential Planning, LLC. | History | No change | 7,525 | 440 | 0.14% | 0.14% | 778 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ignite Planners, LLC | History | Added to | 8,877 | 438 | 0.07% | 0.08% | 779 | +87 | 0.99% | Q1 2026 | Apr 17, 2026 |
| North Star Investment Management Corp. | History | Added to | 7,463 | 436 | 0.03% | 0.03% | 780 | +554 | 8.02% | Q1 2026 | Apr 23, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 7,413 | 433 | 0.14% | 0.27% | 781 | -6,126 | -45.25% | Q1 2026 | Apr 28, 2026 |
| Roth Financial Partners LLC | History | Reduced | 7,375 | 431 | 0.15% | 0.33% | 782 | -9,876 | -57.25% | Q1 2026 | Apr 21, 2026 |
| Koss-Olinger Consulting, LLC | History | New | 7,351 | 430 | 0.04% | — | 784 | +7,351 | New | Q1 2026 | May 07, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Reduced | 7,360 | 430 | 0.19% | 0.29% | 783 | -1,959 | -21.02% | Q1 2026 | Apr 28, 2026 |
| Grandview Asset Management LLC | History | Added to | 7,333 | 429 | 0.13% | 0.11% | 785 | +721 | 10.9% | Q1 2026 | May 07, 2026 |
| Trust Point Inc. | History | Added to | 7,222 | 422 | 0.04% | 0.02% | 786 | +3,106 | 75.46% | Q1 2026 | Apr 15, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 7,178 | 420 | 0.02% | 0.02% | 787 | -102 | -1.4% | Q1 2026 | Apr 23, 2026 |
| CX Institutional | History | Added to | 7,109 | 416 | 0.01% | 0.01% | 790 | +307 | 4.51% | Q1 2026 | Apr 06, 2026 |
| VICUS CAPITAL | History | Added to | 7,112 | 416 | 0.03% | 0.03% | 788 | +43 | 0.61% | Q1 2026 | Apr 22, 2026 |
| Florida Trust Wealth Management Co | History | No change | 7,108 | 416 | 0.01% | 0.01% | 789 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Avion Wealth | History | No change | 7,076 | 414 | 0.09% | 0.09% | 791 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 7,055 | 413 | 0.11% | 0.02% | 793 | +5,798 | 461.26% | Q1 2026 | Apr 29, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 7,064 | 413 | 0.03% | 0.02% | 794 | +2,881 | 68.87% | Q1 2026 | May 21, 2026 |
| Whitegate Investment Counselors, Inc. | History | Added to | 7,060 | 413 | 0.13% | 0.08% | 792 | +2,710 | 62.3% | Q1 2026 | Apr 27, 2026 |
| Composition Wealth, LLC | History | Reduced | 7,046 | 412 | 0.01% | 0.01% | 795 | -3,670 | -34.25% | Q1 2026 | Apr 08, 2026 |
| Vantus Wealth LLC | History | No change | 7,023 | 412 | 0.3% | 0.3% | 796 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WMS Group LLC | History | No change | 7,000 | 409 | 0.59% | 0.52% | 797 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 6,953 | 408 | 0.0% | 0.0% | 798 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Versant Capital Management, Inc | History | Reduced | 6,956 | 407 | 0.04% | 0.06% | 799 | -1,259 | -15.33% | Q1 2026 | Apr 06, 2026 |
| PW Nova Financial Services LLC | History | New | 6,891 | 403 | 0.1% | — | 801 | +6,891 | New | Q1 2026 | Apr 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 6,887 | 403 | 0.01% | 0.01% | 800 | +951 | 16.02% | Q1 2026 | May 14, 2026 |
| TrustWell Financial Advisors, LLC | History | Added to | 6,861 | 401 | 0.38% | 0.37% | 803 | +385 | 5.95% | Q1 2026 | May 07, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 6,857 | 401 | 0.11% | 0.11% | 802 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Coston, McIsaac & Partners | History | Added to | 6,821 | 399 | 0.09% | 0.09% | 804 | +18 | 0.26% | Q1 2026 | Apr 22, 2026 |
| Peregrine Asset Advisers, Inc. | History | New | 6,813 | 398 | 0.11% | — | 807 | +6,813 | New | Q1 2026 | Apr 24, 2026 |
| Procyon Advisors, LLC | History | Reduced | 6,811 | 398 | 0.02% | 0.03% | 805 | -3,995 | -36.97% | Q1 2026 | May 04, 2026 |
| Clearwave Capital, LLC | History | Added to | 6,799 | 398 | 0.27% | 0.29% | 806 | +27 | 0.4% | Q1 2026 | Apr 29, 2026 |
| Fisher Asset Management, LLC | History | Added to | 6,714 | 393 | 0.0% | 0.0% | 808 | +1,359 | 25.38% | Q1 2026 | May 05, 2026 |
| Western Reserve Capital Management, LLC | History | Reduced | 6,680 | 391 | 0.32% | 0.4% | 809 | -566 | -7.81% | Q1 2026 | Apr 27, 2026 |
| Whalen Wealth Management Inc. | History | New | 6,619 | 387 | 0.21% | — | 810 | +6,619 | New | Q1 2026 | Apr 13, 2026 |
| Pallas Capital Advisors LLC | History | No change | 6,551 | 383 | 0.01% | 0.01% | 811 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CVA Family Office, LLC | History | Added to | 6,488 | 379 | 0.04% | 0.04% | 812 | +13 | 0.2% | Q1 2026 | Apr 29, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 6,428 | 376 | 0.0% | 0.0% | 814 | -232 | -3.48% | Q1 2026 | Apr 24, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 6,432 | 376 | 0.02% | 0.02% | 813 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 6,372 | 372 | 0.0% | — | 815 | +6,372 | New | Q1 2026 | May 12, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 6,305 | 369 | 0.04% | 0.0% | 816 | +6,216 | 6984.27% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 6,339 | 369 | 0.01% | 0.01% | 817 | +1,800 | 39.66% | Q1 2026 | Apr 28, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | New | 6,279 | 367 | 0.07% | — | 818 | +6,279 | New | Q1 2026 | May 14, 2026 |
| Essex Financial Services, Inc. | History | No change | 6,254 | 366 | 0.02% | 0.02% | 819 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 6,236 | 365 | 0.05% | 0.08% | 820 | -3,237 | -34.17% | Q1 2026 | Apr 21, 2026 |
| M1 Capital Management LLC | History | Added to | 6,155 | 360 | 0.17% | 0.14% | 821 | +443 | 7.76% | Q1 2026 | May 08, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 6,099 | 357 | 0.02% | 0.02% | 822 | +30 | 0.49% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 6,048 | 354 | 0.0% | 0.0% | 823 | -1,648 | -21.41% | Q1 2026 | May 05, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 6,058 | 354 | 0.0% | 0.0% | 824 | -1,552 | -20.39% | Q1 2026 | May 14, 2026 |
| Charis Legacy Partners, LLC | History | Reduced | 6,018 | 352 | 0.51% | 0.55% | 825 | -338 | -5.32% | Q1 2026 | Apr 07, 2026 |
| Key Capital Management, INC | History | Reduced | 5,993 | 350 | 0.23% | 2.25% | 827 | -32,655 | -84.49% | Q1 2026 | May 07, 2026 |
| SFMG, LLC | History | No change | 5,987 | 350 | 0.02% | 0.02% | 826 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 5,977 | 349 | 0.08% | 0.09% | 828 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Evanson Asset Management, LLC | History | Added to | 5,899 | 345 | 0.02% | 0.01% | 829 | +2,011 | 51.72% | Q1 2026 | Apr 08, 2026 |
| Carter Financial Group, INC. | History | Reduced | 5,883 | 344 | 0.21% | 0.25% | 831 | -1,367 | -18.86% | Q1 2026 | Apr 27, 2026 |
| Sage Financial Management Group, Inc. | History | No change | 5,879 | 344 | 0.11% | 0.11% | 830 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Kendall Capital Management | History | Reduced | 5,805 | 339 | 0.07% | 0.08% | 832 | -1,045 | -15.26% | Q1 2026 | Apr 24, 2026 |
| NorthLanding Financial Partners, LLC | History | No change | 5,761 | 337 | 0.27% | 0.27% | 833 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BCM ADVISORS, LLC | History | Added to | 5,774 | 336 | 0.07% | 0.04% | 834 | +1,917 | 49.7% | Q1 2026 | May 05, 2026 |
| Diversified Trust Co | History | Reduced | 5,677 | 332 | 0.01% | 0.01% | 835 | -7,941 | -58.31% | Q1 2026 | Apr 16, 2026 |
| Faithward Advisors, LLC | History | Added to | 5,677 | 332 | 0.05% | 0.04% | 836 | +471 | 9.05% | Q1 2026 | Apr 17, 2026 |
| Capstone Wealth Management Group LLC | History | Reduced | 5,671 | 331 | 0.2% | 0.21% | 837 | -151 | -2.59% | Q1 2026 | Apr 16, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 5,644 | 330 | 0.14% | 0.14% | 838 | +72 | 1.29% | Q1 2026 | Apr 16, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 5,605 | 328 | 0.04% | — | 841 | +5,605 | New | Q1 2026 | May 11, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 5,604 | 328 | 0.09% | 0.1% | 840 | -358 | -6.0% | Q1 2026 | May 13, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 5,614 | 328 | 0.04% | 0.04% | 839 | -3 | -0.05% | Q1 2026 | Apr 28, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 5,599 | 327 | 0.29% | 0.28% | 842 | +202 | 3.74% | Q1 2026 | May 04, 2026 |
| WJ Financial Advisors LLC | History | No change | 5,541 | 324 | 0.26% | 0.29% | 843 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 5,520 | 323 | 0.11% | 0.12% | 844 | -181 | -3.17% | Q1 2026 | May 14, 2026 |
| Cedar Wealth Management, LLC | History | Reduced | 5,509 | 322 | 0.09% | 0.14% | 845 | -2,212 | -28.65% | Q1 2026 | May 14, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 5,512 | 322 | 0.04% | 0.07% | 846 | +922 | 20.09% | Q1 2026 | May 12, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 5,482 | 320 | 0.02% | 0.52% | 847 | -90,087 | -94.26% | Q1 2026 | May 19, 2026 |
| Enclave Advisors LLC | History | Reduced | 5,467 | 320 | 0.04% | 0.06% | 848 | -1,323 | -19.48% | Q1 2026 | Apr 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 5,434 | 318 | 0.02% | 1.16% | 849 | -402,344 | -98.67% | Q1 2026 | Apr 28, 2026 |
| Madrid Wealth Management, LLC | History | Added to | 5,394 | 315 | 0.24% | 0.26% | 850 | +1 | 0.02% | Q1 2026 | Apr 21, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 5,313 | 311 | 0.01% | 0.01% | 851 | -275 | -4.92% | Q1 2026 | Apr 24, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 5,297 | 310 | 0.18% | 0.23% | 852 | +5,180 | 4427.35% | Q1 2026 | Apr 16, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 5,240 | 306 | 0.2% | 0.43% | 853 | -5,335 | -50.45% | Q1 2026 | Apr 21, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 5,208 | 304 | 0.08% | 0.08% | 854 | -400 | -7.13% | Q1 2026 | Apr 28, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | New | 5,185 | 303 | 0.05% | — | 855 | +5,185 | New | Q1 2026 | Apr 14, 2026 |
| Integrity Wealth Partners, LLC | History | New | 5,168 | 302 | 0.27% | — | 856 | +5,168 | New | Q1 2026 | Apr 27, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 5,076 | 297 | 0.26% | 0.99% | 857 | -13,825 | -73.14% | Q1 2026 | May 06, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 5,068 | 296 | 0.14% | 0.14% | 858 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Brown Financial Advisory | History | Reduced | 5,029 | 294 | 0.15% | 0.18% | 859 | -986 | -16.39% | Q1 2026 | Apr 24, 2026 |
| DEUTSCHE BANK AG\ | History | New | 5,000 | 292 | 0.0% | — | 860 | +5,000 | New | Q1 2026 | May 06, 2026 |
| NBT BANK N A /NY | History | Added to | 4,981 | 291 | 0.02% | 0.01% | 861 | +1,707 | 52.14% | Q1 2026 | Apr 28, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 4,960 | 291 | 0.01% | 0.01% | 862 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 4,920 | 287 | 0.02% | 0.02% | 863 | +648 | 15.17% | Q1 2026 | Apr 08, 2026 |
| Laraway Financial Advisors Inc | History | Reduced | 4,911 | 287 | 0.2% | 0.2% | 864 | -199 | -3.89% | Q1 2026 | May 14, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | New | 4,856 | 284 | 0.08% | — | 866 | +4,856 | New | Q1 2026 | Apr 09, 2026 |
| Capital Analysts, LLC | History | Added to | 4,863 | 284 | 0.01% | 0.01% | 865 | +723 | 17.46% | Q1 2026 | May 14, 2026 |
| Sankala Group LLC | History | Added to | 4,810 | 280 | 0.23% | 0.22% | 867 | +174 | 3.75% | Q1 2026 | Mar 31, 2026 |
| ABLE Financial Group, LLC | History | No change | 4,770 | 279 | 0.05% | 0.06% | 868 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Balefire, LLC | History | Added to | 4,760 | 278 | 0.05% | 0.05% | 869 | +302 | 6.77% | Q1 2026 | May 07, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 4,760 | 278 | 0.13% | 0.13% | 870 | +197 | 4.32% | Q1 2026 | May 12, 2026 |
| Miller Capital Partners, Inc. | History | No change | 4,746 | 277 | 0.13% | 0.14% | 871 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Seven Springs Wealth Group, LLC | History | Reduced | 4,689 | 274 | 0.06% | 0.11% | 872 | -1,645 | -25.97% | Q1 2026 | May 14, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 4,685 | 274 | 0.23% | 0.18% | 873 | +1,057 | 29.13% | Q1 2026 | Apr 14, 2026 |
| Invariant Investment Management | History | Reduced | 4,674 | 273 | 0.17% | 0.21% | 874 | -804 | -14.68% | Q1 2026 | Apr 13, 2026 |
| Opus Financial Solutions LLC | History | New | 4,663 | 272 | 0.26% | — | 875 | +4,663 | New | Q1 2026 | May 08, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 4,636 | 271 | 0.02% | 0.02% | 876 | -438 | -8.63% | Q1 2026 | May 13, 2026 |
| National Philanthropic Trust | History | Added to | 4,635 | 271 | 0.0% | 0.0% | 877 | +350 | 8.17% | Q1 2026 | May 15, 2026 |
| DMC Group, LLC | History | Added to | 4,613 | 270 | 0.18% | 0.17% | 878 | +230 | 5.25% | Q1 2026 | Apr 30, 2026 |
| KW WEALTH MANAGEMENT LLC | History | No change | 4,603 | 270 | 0.41% | 0.41% | 879 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Sound Portfolio Advisors, LLC | History | New | 4,596 | 269 | 0.22% | — | 881 | +4,596 | New | Q1 2026 | May 04, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | Reduced | 4,604 | 269 | 0.02% | 0.02% | 880 | -35 | -0.75% | Q1 2026 | May 11, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 4,563 | 267 | 0.08% | 0.08% | 882 | +244 | 5.65% | Q1 2026 | Apr 16, 2026 |
| Spire Wealth Management | History | Reduced | 4,557 | 266 | 0.01% | 0.01% | 883 | -51 | -1.11% | Q1 2026 | Apr 22, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 4,500 | 263 | 0.0% | 0.0% | 884 | -42,624 | -90.45% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 4,493 | 263 | 0.0% | 0.0% | 885 | +54 | 1.22% | Q1 2026 | May 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 4,503 | 262 | 0.02% | 0.04% | 887 | -4,990 | -52.57% | Q1 2026 | May 01, 2026 |
| Trinity Wealth Management, LLC | History | Reduced | 4,488 | 262 | 0.1% | 0.1% | 886 | -41 | -0.91% | Q1 2026 | Apr 17, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 4,467 | 261 | 0.02% | 0.02% | 888 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Berger Financial Group, Inc | History | No change | 4,449 | 260 | 0.01% | 0.02% | 889 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| E&G Advisors, LP | History | No change | 4,425 | 259 | 0.06% | 0.06% | 890 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Meritas Wealth Management, LLC | History | No change | 4,433 | 259 | 0.12% | 0.13% | 891 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| DecisionPoint Financial, LLC | History | No change | 4,350 | 254 | 0.05% | 0.06% | 892 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Maxele Advisors, LLC | History | No change | 4,325 | 254 | 0.21% | 0.21% | 893 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Prodigy Asset Management LLC | History | New | 4,269 | 249 | 0.08% | — | 894 | +4,269 | New | Q1 2026 | May 04, 2026 |
| Blume Capital Management, Inc. | History | New | 4,200 | 245 | 0.04% | — | 896 | +4,200 | New | Q1 2026 | May 01, 2026 |
| Snider Financial Group | History | Reduced | 4,192 | 245 | 0.07% | 0.11% | 895 | -2,552 | -37.84% | Q1 2026 | Apr 15, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | New | 4,179 | 244 | 0.0% | — | 898 | +4,179 | New | Q1 2026 | May 01, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 4,170 | 244 | 0.03% | 0.02% | 897 | +385 | 10.17% | Q1 2026 | May 06, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 4,136 | 242 | 0.07% | 0.51% | 900 | -23,345 | -84.95% | Q1 2026 | Apr 20, 2026 |
| Mutual Advisors, LLC | History | New | 4,134 | 242 | 0.01% | — | 901 | +4,134 | New | Q1 2026 | May 01, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 4,135 | 242 | 0.01% | 0.01% | 899 | +65 | 1.6% | Q1 2026 | May 12, 2026 |
| IMPACTfolio, LLC | History | Added to | 4,129 | 241 | 0.1% | 0.1% | 902 | +125 | 3.12% | Q1 2026 | Apr 30, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | No change | 4,106 | 240 | 0.03% | 0.03% | 903 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 142,453 | 239 | 0.01% | 0.04% | 904 | -61,486 | -30.15% | Q1 2026 | May 15, 2026 |
| Steffes Financial, Ltd. | History | New | 4,081 | 238 | 0.13% | — | 905 | +4,081 | New | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | New | 4,005 | 234 | 0.0% | — | 907 | +4,005 | New | Q1 2026 | May 06, 2026 |
| Brickley Wealth Management | History | No change | 4,008 | 234 | 0.04% | 0.04% | 906 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Freestate Advisors LLC | History | New | 3,975 | 232 | 0.19% | — | 909 | +3,975 | New | Q1 2026 | Apr 09, 2026 |
| Caitlin John, LLC | History | Added to | 3,974 | 232 | 0.14% | 0.11% | 908 | +1,000 | 33.62% | Q1 2026 | May 13, 2026 |
| 55 North Private Wealth, LLC | History | No change | 3,961 | 231 | 0.06% | 0.06% | 910 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 3,882 | 227 | 0.05% | 0.05% | 911 | +31 | 0.8% | Q1 2026 | May 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 3,856 | 226 | 0.07% | 0.04% | 912 | +1,680 | 77.21% | Q1 2026 | May 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 3,868 | 226 | 0.0% | 0.0% | 913 | -63 | -1.6% | Q1 2026 | May 15, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 3,841 | 224 | 0.02% | 0.02% | 914 | -199 | -4.93% | Q1 2026 | May 07, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 3,836 | 224 | 0.02% | 0.02% | 915 | +151 | 4.1% | Q1 2026 | Apr 27, 2026 |
| Wayfinding Financial, LLC | History | Added to | 3,804 | 222 | 0.1% | 0.09% | 916 | +268 | 7.58% | Q1 2026 | May 12, 2026 |
| Simmons Bank | History | New | 3,695 | 216 | 0.01% | — | 918 | +3,695 | New | Q1 2026 | Apr 23, 2026 |
| AlTi Global, Inc. | History | No change | 3,692 | 216 | 0.0% | 0.0% | 917 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Johnson Financial Group, LLC | History | No change | 3,669 | 214 | 0.01% | 0.01% | 919 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 3,644 | 213 | 0.06% | 0.39% | 921 | -17,437 | -82.71% | Q1 2026 | Apr 28, 2026 |
| Quantinno Capital Management LP | History | New | 3,654 | 213 | 0.0% | — | 922 | +3,654 | New | Q1 2026 | May 15, 2026 |
| Eddie Patel Inc | History | New | 3,640 | 213 | 0.16% | — | 923 | +3,640 | New | Q1 2026 | May 11, 2026 |
| MEYER HANDELMAN CO | History | No change | 3,644 | 213 | 0.01% | 0.01% | 920 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| True Vision MN LLC | History | New | 3,611 | 211 | 0.11% | — | 926 | +3,611 | New | Q1 2026 | Apr 16, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 3,606 | 211 | 0.0% | 0.0% | 925 | -2,202 | -37.91% | Q1 2026 | May 15, 2026 |
| Hanson & Doremus Investment Management | History | No change | 3,604 | 211 | 0.02% | 0.03% | 924 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 3,590 | 210 | 0.1% | 0.49% | 927 | -12,625 | -77.86% | Q1 2026 | Apr 16, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | No change | 3,520 | 206 | 0.08% | 0.07% | 928 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Planning Center, Inc. | History | Reduced | 3,504 | 205 | 0.02% | 0.02% | 929 | -307 | -8.06% | Q1 2026 | Apr 28, 2026 |
| Echo Wealth Management, LLC | History | New | 3,500 | 204 | 0.12% | — | 932 | +3,500 | New | Q1 2026 | Apr 21, 2026 |
| Register Financial Advisors LLC | History | Added to | 3,500 | 204 | 0.08% | 0.07% | 931 | +387 | 12.43% | Q1 2026 | Apr 15, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 3,500 | 204 | 0.02% | 0.02% | 930 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| True Link Financial Advisors, LLC | History | New | 3,481 | 203 | 0.01% | — | 934 | +3,481 | New | Q1 2026 | Apr 29, 2026 |
| SHP Wealth Management | History | Added to | 3,472 | 203 | 0.02% | 0.01% | 933 | +221 | 6.8% | Q1 2026 | May 08, 2026 |
| Pine Harbor Wealth Management, LLC | History | New | 3,462 | 202 | 0.06% | — | 936 | +3,462 | New | Q1 2026 | Apr 28, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 3,457 | 202 | 0.16% | 0.29% | 935 | -2,585 | -42.78% | Q1 2026 | Apr 07, 2026 |
| EJMK Ventures LLC | History | Reduced | 3,418 | 200 | 0.11% | 0.32% | 937 | -5,414 | -61.3% | Q1 2026 | Apr 24, 2026 |
| Evolution Wealth Advisors, LLC | History | New | 3,431 | 200 | 0.02% | — | 938 | +3,431 | New | Q1 2026 | May 08, 2026 |
| Talisman Wealth Advisors LLC | History | New | 3,417 | 200 | 0.16% | — | 939 | +3,417 | New | Q1 2026 | May 15, 2026 |
| JCIC Asset Management Inc. | History | No change | 3,410 | 199 | 0.06% | 0.06% | 940 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CDKV HOLDINGS LLC | History | No change | 3,327 | 194 | 0.17% | 0.16% | 941 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 3,000 | 175 | 0.04% | 0.04% | 942 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Disciplina Capital Management LLC | History | No change | 2,900 | 169 | 0.02% | 0.02% | 943 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | No change | 2,852 | 166 | 0.01% | 0.01% | 944 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Caldwell Trust Co | History | No change | 2,731 | 159 | 0.01% | 0.01% | 945 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| General Partner, Inc. | History | No change | 2,700 | 158 | 0.1% | 0.09% | 946 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 2,600 | 152 | 0.04% | 0.01% | 947 | +1,691 | 186.03% | Q1 2026 | May 07, 2026 |
| MidFirst Bank | History | No change | 2,557 | 149 | 0.01% | 0.01% | 948 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Perkins Coie Trust Co | History | No change | 2,522 | 147 | 0.03% | 0.03% | 949 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 2,500 | 146 | 0.02% | 0.03% | 950 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Westchester Capital Management, Inc. | History | No change | 2,295 | 134 | 0.03% | 0.03% | 951 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Addison Advisors LLC | History | Reduced | 2,264 | 132 | 0.03% | 0.03% | 952 | -51 | -2.2% | Q1 2026 | May 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 2,126 | 124 | 0.01% | 0.01% | 953 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 2,033 | 119 | 0.0% | — | 955 | +2,033 | New | Q1 2026 | May 12, 2026 |
| Fairscale Capital, LLC | History | No change | 2,033 | 119 | 0.08% | 0.08% | 954 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WEBSTER BANK, N. A. | History | No change | 2,015 | 117 | 0.01% | 0.01% | 956 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,990 | 116 | 0.01% | 0.01% | 957 | -254 | -11.32% | Q1 2026 | Apr 17, 2026 |
| POM Investment Strategies, LLC | History | New | 1,965 | 115 | 0.14% | — | 958 | +1,965 | New | Q1 2026 | May 11, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 1,902 | 111 | 0.0% | — | 959 | +1,902 | New | Q1 2026 | May 12, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 1,869 | 109 | 0.04% | 0.04% | 960 | +60 | 3.32% | Q1 2026 | Apr 27, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 1,830 | 107 | 0.0% | 0.0% | 961 | -99 | -5.13% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,808 | 105 | 0.0% | 0.0% | 962 | -10,163 | -84.9% | Q1 2026 | May 14, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 1,759 | 102 | 0.03% | 0.67% | 965 | -35,215 | -95.24% | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 1,759 | 102 | 0.03% | 0.13% | 964 | -3,830 | -68.53% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,755 | 102 | 0.0% | 0.0% | 963 | +1,502 | 593.68% | Q1 2026 | May 04, 2026 |
| Pacifica Partners Inc. | History | No change | 1,735 | 101 | 0.03% | 0.04% | 966 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Dunhill Financial, LLC | History | No change | 1,635 | 95 | 0.02% | 0.02% | 967 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Rossby Financial, LCC | History | No change | 1,640 | 95 | 0.02% | 0.03% | 968 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 1,591 | 93 | 0.01% | 0.02% | 971 | -168 | -9.55% | Q1 2026 | Apr 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 1,600 | 93 | 0.01% | 0.01% | 969 | +1 | 0.06% | Q1 2026 | Apr 20, 2026 |
| AlphaCore Capital LLC | History | No change | 1,600 | 93 | 0.0% | 0.0% | 970 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Align Financial, LLC | History | Reduced | 1,565 | 91 | 0.05% | 0.05% | 972 | -90,347 | -98.3% | Q1 2026 | May 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 1,547 | 90 | 0.0% | 0.0% | 973 | +1,285 | 490.46% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | New | 1,521 | 89 | 0.0% | — | 974 | +1,521 | New | Q1 2026 | May 19, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 1,444 | 84 | 0.02% | 0.02% | 975 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 1,419 | 83 | 0.07% | — | 976 | +1,419 | New | Q1 2026 | Apr 16, 2026 |
| Signature Equity Partners, LLC | History | No change | 1,410 | 82 | 0.04% | 0.05% | 977 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 1,358 | 79 | 0.04% | 0.04% | 978 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 1,269 | 74 | 0.03% | 0.03% | 979 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Fairman Group, LLC | History | Reduced | 1,238 | 72 | 0.06% | 0.06% | 980 | -19 | -1.51% | Q1 2026 | Apr 23, 2026 |
| Centennial Bank/AR/ | History | Reduced | 1,229 | 71 | 0.03% | 0.06% | 981 | -1,275 | -50.92% | Q1 2026 | May 06, 2026 |
| USA FINANCIAL FORMULAS | History | New | 1,189 | 69 | 0.01% | — | 984 | +1,189 | New | Q1 2026 | Apr 14, 2026 |
| REAP Financial Group, LLC | History | Added to | 1,194 | 69 | 0.01% | 0.01% | 983 | +2 | 0.17% | Q1 2026 | May 11, 2026 |
| Anfield Capital Management, LLC | History | No change | 1,194 | 69 | 0.02% | 0.02% | 982 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 1,168 | 68 | 0.02% | 0.02% | 985 | -129 | -9.95% | Q1 2026 | May 05, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,117 | 65 | 0.0% | 0.0% | 986 | -372 | -24.98% | Q1 2026 | May 15, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 1,083 | 63 | 0.05% | 0.05% | 987 | +8 | 0.74% | Q1 2026 | May 11, 2026 |
| Motiv8 Investments LLC | History | No change | 1,000 | 59 | 0.03% | 0.03% | 988 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 980 | 57 | 0.0% | 0.0% | 989 | +453 | 85.96% | Q1 2026 | May 13, 2026 |
| Avalon Trust Co | History | No change | 985 | 57 | 0.0% | 0.0% | 990 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 969 | 56 | 0.01% | 0.01% | 991 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ALERUS FINANCIAL NA | History | New | 947 | 55 | 0.0% | — | 994 | +947 | New | Q1 2026 | May 12, 2026 |
| Minot DeBlois Advisors LLC | History | Added to | 949 | 55 | 0.05% | 0.0% | 993 | +865 | 1029.76% | Q1 2026 | May 08, 2026 |
| Clearstead Advisors, LLC | History | No change | 945 | 55 | 0.0% | 0.0% | 992 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 930 | 54 | 0.0% | 0.0% | 995 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 895 | 52 | 0.0% | 0.0% | 996 | -102 | -10.23% | Q1 2026 | Apr 21, 2026 |
| Strategic Advocates LLC | History | No change | 865 | 50 | 0.22% | 0.01% | 997 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 850 | 49 | 0.0% | 0.0% | 998 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Archer Investment Corp | History | Added to | 835 | 48 | 0.01% | 0.01% | 1000 | +2 | 0.24% | Q1 2026 | May 04, 2026 |
| Sound Income Strategies, LLC | History | No change | 823 | 48 | 0.0% | 0.0% | 999 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 819 | 47 | 0.01% | 0.0% | 1002 | +4 | 0.49% | Q1 2026 | Apr 15, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 814 | 47 | 0.0% | 0.0% | 1001 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 786 | 46 | 0.02% | 0.02% | 1003 | +2 | 0.26% | Q1 2026 | Apr 14, 2026 |
| Medallion Wealth Advisors, LLC | History | New | 778 | 45 | 0.01% | — | 1004 | +778 | New | Q1 2026 | Apr 24, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 741 | 43 | 0.03% | 0.03% | 1005 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | No change | 743 | 43 | 0.01% | 0.01% | 1006 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 732 | 42 | 0.01% | 0.05% | 1007 | -1,767 | -70.71% | Q1 2026 | Apr 28, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 714 | 41 | 0.0% | 0.0% | 1008 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 687 | 40 | 0.03% | 0.03% | 1009 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Kilter Group LLC | History | Added to | 671 | 39 | 0.02% | 0.01% | 1010 | +346 | 106.46% | Q1 2026 | May 14, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 592 | 34 | 0.01% | 0.01% | 1011 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| ASSETMARK, INC | History | Added to | 570 | 33 | 0.0% | 0.0% | 1013 | +192 | 50.79% | Q1 2026 | May 06, 2026 |
| NBC SECURITIES, INC. | History | No change | 575 | 33 | 0.0% | 0.0% | 1012 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 554 | 32 | 0.0% | 0.0% | 1014 | +60 | 12.15% | Q1 2026 | Apr 07, 2026 |
| Johnson Financial Group, Inc. | History | No change | 550 | 32 | 0.0% | 0.0% | 1015 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Root Financial Partners, LLC | History | Reduced | 541 | 31 | 0.0% | 0.0% | 1017 | -121 | -18.28% | Q1 2026 | Apr 24, 2026 |
| Orion Capital Management LLC | History | No change | 537 | 31 | 0.01% | 0.01% | 1016 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bangor Savings Bank | History | No change | 500 | 29 | 0.0% | 0.0% | 1018 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 492 | 28 | 0.0% | 0.0% | 1020 | +466 | 1792.31% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Added to | 483 | 28 | 0.0% | 0.0% | 1019 | +2 | 0.42% | Q1 2026 | May 15, 2026 |
| First Pacific Financial | History | New | 476 | 27 | 0.0% | — | 1021 | +476 | New | Q1 2026 | Apr 23, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 451 | 26 | 0.03% | 0.03% | 1022 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 414 | 24 | 0.01% | 0.01% | 1023 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 395 | 23 | 0.0% | 0.01% | 1024 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 381 | 22 | 0.01% | 0.01% | 1025 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Eukles Asset Management | History | Added to | 359 | 21 | 0.01% | 0.01% | 1026 | +104 | 40.78% | Q1 2026 | May 05, 2026 |
| Birchwood Financial Partners, Inc. | History | Reduced | 350 | 20 | 0.02% | 0.04% | 1027 | -350 | -50.0% | Q1 2026 | May 05, 2026 |
| Nova Wealth Management, Inc. | History | New | 305 | 17 | 0.01% | — | 1030 | +305 | New | Q1 2026 | Apr 14, 2026 |
| Ameliora Wealth Management Ltd. | History | New | 300 | 17 | 0.01% | — | 1029 | +300 | New | Q1 2026 | Apr 23, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 304 | 17 | 0.01% | 0.01% | 1028 | -43 | -12.39% | Q1 2026 | May 01, 2026 |
| Community Financial Services Group, LLC | History | New | 275 | 16 | 0.0% | — | 1035 | +275 | New | Q1 2026 | Apr 08, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 279 | 16 | 0.0% | 0.0% | 1031 | -44 | -13.62% | Q1 2026 | May 06, 2026 |
| Stephens Consulting, LLC | History | No change | 279 | 16 | 0.01% | 0.01% | 1032 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 289 | 16 | 0.01% | 0.01% | 1033 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Crews Bank & Trust | History | No change | 280 | 16 | 0.0% | 0.0% | 1034 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 231 | 14 | 0.0% | 0.0% | 1037 | -1,893 | -89.12% | Q1 2026 | May 01, 2026 |
| UMB Bank, n.a. | History | Reduced | 248 | 14 | 0.0% | 0.0% | 1036 | -222 | -47.23% | Q1 2026 | May 11, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 253 | 14 | 0.0% | 0.0% | 1038 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Investors Research Corp | History | No change | 255 | 14 | 0.0% | 0.0% | 1039 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 230 | 13 | 0.0% | 0.01% | 1041 | -355 | -60.68% | Q1 2026 | May 06, 2026 |
| Nemes Rush Group LLC | History | New | 237 | 13 | 0.0% | — | 1043 | +237 | New | Q1 2026 | Apr 21, 2026 |
| Golden State Wealth Management, LLC | History | New | 231 | 13 | 0.0% | — | 1042 | +231 | New | Q1 2026 | Apr 28, 2026 |
| Asset Dedication, LLC | History | No change | 224 | 13 | 0.0% | 0.0% | 1040 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 214 | 12 | 0.0% | 0.0% | 1044 | +79 | 58.52% | Q1 2026 | May 13, 2026 |
| Aventura Private Wealth, LLC | History | No change | 212 | 12 | 0.0% | 0.0% | 1045 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Networth Advisors, LLC | History | Reduced | 201 | 11 | 0.01% | 0.07% | 1046 | -1,486 | -88.09% | Q1 2026 | Apr 22, 2026 |
| NFSG Corp | History | New | 200 | 11 | 0.0% | — | 1047 | +200 | New | Q1 2026 | May 05, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 180 | 10 | 0.0% | 0.0% | 1048 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 187 | 10 | 0.01% | 0.01% | 1049 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 154 | 9 | 0.0% | — | 1052 | +154 | New | Q1 2026 | Apr 14, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 167 | 9 | 0.0% | 0.0% | 1050 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Graney & King, LLC | History | No change | 155 | 9 | 0.0% | 0.01% | 1051 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| SouthState Bank Corp | History | Reduced | 145 | 8 | 0.0% | 0.0% | 1053 | -480 | -76.8% | Q1 2026 | May 05, 2026 |
| BARD ASSOCIATES INC | History | New | 145 | 8 | 0.0% | — | 1056 | +145 | New | Q1 2026 | May 07, 2026 |
| Key FInancial Inc | History | Reduced | 143 | 8 | 0.0% | 0.0% | 1054 | -135 | -48.56% | Q1 2026 | Apr 24, 2026 |
| Colonial Trust Co / SC | History | Reduced | 144 | 8 | 0.0% | 0.0% | 1055 | -9 | -5.88% | Q1 2026 | May 12, 2026 |
| MOTCO | History | No change | 117 | 6 | 0.0% | 0.0% | 1057 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 115 | 6 | 0.0% | 0.0% | 1058 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 97 | 5 | 0.0% | 0.0% | 1059 | -96 | -49.74% | Q1 2026 | May 13, 2026 |
| Mosley Wealth Management | History | New | 86 | 5 | 0.0% | — | 1060 | +86 | New | Q1 2026 | Apr 27, 2026 |
| Founders Financial Alliance, LLC | History | New | 82 | 4 | 0.0% | — | 1061 | +82 | New | Q1 2026 | May 11, 2026 |
| Activest Wealth Management | History | No change | 57 | 3 | 0.0% | 0.0% | 1062 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| New Millennium Group LLC | History | No change | 59 | 3 | 0.0% | 0.0% | 1063 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Lodestone Wealth Management LLC | History | No change | 60 | 3 | 0.0% | 0.0% | 1064 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MRP Capital Investments, LLC | History | No change | 57 | 3 | 0.0% | 0.0% | 1065 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 32 | 1 | 0.0% | 0.0% | 1066 | -550 | -94.5% | Q1 2026 | May 15, 2026 |
| JPL Wealth Management, LLC | History | New | 27 | 1 | 0.0% | — | 1069 | +27 | New | Q1 2026 | May 08, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 1067 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Olistico Wealth, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 1068 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Penserra Capital Management LLC | History | Closed out | 0 | 0 | — | 1.33% | — | -1,912,299 | -100.0% | Q1 2026 | May 11, 2026 |
| NorthCoast Asset Management LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -133,927 | -100.0% | Q1 2026 | May 13, 2026 |
| Municipal Employees' Retirement System of Michigan | History | Closed out | 0 | 0 | — | 0.09% | — | -133,074 | -100.0% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -114,564 | -100.0% | Q1 2026 | May 15, 2026 |
| ACR Alpine Capital Research, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -86,500 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Callan Family Office, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -83,772 | -100.0% | Q1 2026 | May 13, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.1% | — | -59,830 | -100.0% | Q1 2026 | May 18, 2026 |
| Fire Capital Management LLC | History | Closed out | 0 | 0 | — | 1.71% | — | -58,549 | -100.0% | Q1 2026 | May 08, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Closed out | 0 | 0 | — | 0.66% | — | -51,618 | -100.0% | Q1 2026 | May 12, 2026 |
| One Degree Advisors Inc | History | Closed out | 0 | 0 | — | 0.68% | — | -42,283 | -100.0% | Q1 2026 | May 01, 2026 |
| Westwood Wealth Management | History | Closed out | 0 | 0 | — | 1.85% | — | -41,925 | -100.0% | Q1 2026 | May 11, 2026 |
| SUN LIFE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.08% | — | -26,450 | -100.0% | Q1 2026 | May 14, 2026 |
| F/m Investments LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -16,935 | -100.0% | Q1 2026 | May 11, 2026 |
| Greystone Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -15,544 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -14,837 | -100.0% | Q1 2026 | May 15, 2026 |
| FWG Investments, LLC. | History | Closed out | 0 | 0 | — | 0.5% | — | -13,360 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -12,734 | -100.0% | Q1 2026 | May 15, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -12,177 | -100.0% | Q1 2026 | Apr 23, 2026 |
| GLOBALT Investments LLC / GA | History | Closed out | 0 | 0 | — | 0.03% | — | -12,032 | -100.0% | Q1 2026 | May 15, 2026 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -11,765 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Permanent Capital Management, LP | History | Closed out | 0 | 0 | — | 0.13% | — | -11,691 | -100.0% | Q1 2026 | May 14, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.62% | — | -11,377 | -100.0% | Q1 2026 | Apr 24, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,189 | -100.0% | Q1 2026 | Apr 16, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,724 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Centennial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.77% | — | -10,068 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -9,991 | -100.0% | Q1 2026 | May 13, 2026 |
| Everhart Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -9,900 | -100.0% | Q1 2026 | Apr 09, 2026 |
| TFO Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,996 | -100.0% | Q1 2026 | May 08, 2026 |
| FLP Wealth Management, LLC | History | Closed out | 0 | 0 | — | 1.23% | — | -8,869 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Slagle Financial, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -7,845 | -100.0% | Q1 2026 | May 01, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,805 | -100.0% | Q1 2026 | May 15, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -7,487 | -100.0% | Q1 2026 | May 04, 2026 |
| FSA Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.29% | — | -7,120 | -100.0% | Q1 2026 | May 06, 2026 |
| Traynor Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -7,072 | -100.0% | Q1 2026 | May 14, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,056 | -100.0% | Q1 2026 | May 01, 2026 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,834 | -100.0% | Q1 2026 | Apr 14, 2026 |
| LifePlan Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -6,795 | -100.0% | Q1 2026 | May 14, 2026 |
| Tuttle Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.84% | — | -6,500 | -100.0% | Q1 2026 | May 04, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,873 | -100.0% | Q1 2026 | May 12, 2026 |
| BURRUS FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.24% | — | -5,720 | -100.0% | Q1 2026 | Apr 22, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -5,250 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.22% | — | -4,817 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Northeast Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -4,585 | -100.0% | Q1 2026 | May 15, 2026 |
| Thrive Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,562 | -100.0% | Q1 2026 | Apr 27, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,342 | -100.0% | Q1 2026 | May 12, 2026 |
| Crabel Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -4,277 | -100.0% | Q1 2026 | May 14, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,006 | -100.0% | Q1 2026 | Apr 03, 2026 |
| Boston Trust Walden Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -3,931 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Legacy PCG, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -3,884 | -100.0% | Q1 2026 | May 15, 2026 |
| Sunflower Bank, N.A. | History | Closed out | 0 | 0 | — | 0.05% | — | -3,695 | -100.0% | Q1 2026 | Apr 10, 2026 |
| A4 Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -3,643 | -100.0% | Q1 2026 | May 11, 2026 |
| SPINNAKER TRUST | History | Closed out | 0 | 0 | — | 0.01% | — | -3,635 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Midwest Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -3,578 | -100.0% | Q1 2026 | May 01, 2026 |
| WBI INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,515 | -100.0% | Q1 2026 | May 11, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,494 | -100.0% | Q1 2026 | May 15, 2026 |
| Astra Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -3,421 | -100.0% | Q1 2026 | May 06, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -2,887 | -100.0% | Q1 2026 | May 07, 2026 |
| Woodside Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,300 | -100.0% | Q1 2026 | Apr 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,047 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | 0.05% | — | -1,541 | -100.0% | Q1 2026 | May 14, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,319 | -100.0% | Q1 2026 | Apr 28, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,095 | -100.0% | Q1 2026 | May 04, 2026 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,035 | -100.0% | Q1 2026 | May 06, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 8 | 0 | — | 0.02% | — | -1,001 | -99.21% | Q1 2026 | May 01, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -990 | -100.0% | Q1 2026 | May 12, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -962 | -100.0% | Q1 2026 | May 07, 2026 |
| Wellington Grp LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -896 | -100.0% | Q1 2026 | May 22, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -811 | -100.0% | Q1 2026 | May 19, 2026 |
| Cresta Advisors, Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -496 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Holos Integrated Wealth LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -492 | -100.0% | Q1 2026 | Apr 08, 2026 |
| HighMark Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -476 | -100.0% | Q1 2026 | May 05, 2026 |
| Deane Retirement Strategies, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -426 | -100.0% | Q1 2026 | Apr 07, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -331 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -286 | -100.0% | Q1 2026 | Apr 20, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -255 | -100.0% | Q1 2026 | May 11, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q1 2026 | May 15, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -143 | -100.0% | Q1 2026 | May 14, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -140 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -106 | -100.0% | Q1 2026 | May 15, 2026 |
| HHM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q1 2026 | Apr 24, 2026 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q1 2026 | Apr 06, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 11 | 0 | — | 0.0% | — | -19 | -63.33% | Q1 2026 | May 14, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Vestwell Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 18, 2026 |
| Cheviot Value Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Balentine LLC | History | No change | 17 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Solstein Capital, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |