VANGUARD WORLD FUND - VGT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 15,105,780 | 10,539,604 | 0.77% | 0.82% | 1 | +241,421 | 1.62% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,430,753 | 4,300,245 | 0.28% | 0.3% | 2 | +10,643 | 0.17% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 2,119,958 | 1,479,138 | 0.09% | 0.1% | 3 | -31,297 | -1.45% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,540,418 | 1,074,780 | 0.16% | 0.19% | 4 | +12,628 | 0.83% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,533,396 | 1,069,881 | 0.2% | 0.21% | 5 | -10,249 | -0.66% | Q1 2026 | Jul 08, 2026 |
| LPL Financial LLC | History | Reduced | 1,252,584 | 873,953 | 0.23% | 0.27% | 6 | -49,338 | -3.79% | Q1 2026 | May 06, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 823,347 | 574,465 | 8.97% | 9.29% | 7 | -11,330 | -1.36% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 812,460 | 566,869 | 0.17% | 0.19% | 8 | +13,170 | 1.65% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 726,799 | 507,103 | 0.09% | 0.09% | 9 | -20,116 | -2.69% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 659,037 | 460,153 | 0.11% | 0.12% | 10 | -27,047 | -3.94% | Q1 2026 | Jul 17, 2026 |
| Focus Partners Wealth | History | Reduced | 645,906 | 447,105 | 0.5% | 1.11% | 11 | -651,149 | -50.2% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 624,524 | 435,742 | 0.27% | 0.3% | 12 | -8,001 | -1.26% | Q1 2026 | May 07, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 471,293 | 328,830 | 2.79% | 3.36% | 13 | -82,249 | -14.86% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 443,994 | 309,783 | 0.03% | 0.05% | 14 | -138,006 | -23.71% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 423,182 | 295,273 | 0.31% | 0.34% | 15 | +9,221 | 2.23% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 409,700 | 285,876 | 0.26% | 0.28% | 16 | +562 | 0.14% | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 212,727 | 274,863 | 1.77% | 1.56% | 17 | -90,181 | -29.77% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 363,071 | 253,321 | 0.07% | 0.08% | 18 | +17,364 | 5.02% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Reduced | 335,560 | 234,127 | 0.25% | 0.28% | 19 | -846 | -0.25% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 311,409 | 217,276 | 0.04% | 0.03% | 20 | +63,702 | 25.72% | Q1 2026 | May 15, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 305,172 | 212,925 | 1.44% | 2.2% | 21 | -31,690 | -9.41% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 299,677 | 209,092 | 0.37% | 0.39% | 22 | +12,440 | 4.33% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 298,284 | 208,118 | 0.12% | 0.13% | 23 | -12,234 | -3.94% | Q1 2026 | May 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 280,153 | 195,469 | 0.48% | 0.48% | 24 | +2,938 | 1.06% | Q1 2026 | Apr 22, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 278,523 | 194,330 | 0.21% | 0.23% | 25 | +733 | 0.26% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 262,382 | 183,239 | 0.27% | 0.3% | 26 | -7,333 | -2.72% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 259,166 | 180,825 | 0.02% | 0.01% | 27 | +128,596 | 98.49% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Reduced | 249,812 | 174,300 | 0.25% | 0.28% | 28 | -2,120 | -0.84% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 218,616 | 152,533 | 0.47% | 0.45% | 29 | +17,308 | 8.6% | Q1 2026 | May 13, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 204,727 | 142,842 | 0.76% | 0.8% | 30 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 193,577 | 135,062 | 0.19% | 0.21% | 31 | -14,936 | -7.16% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 182,038 | 127,011 | 0.02% | 0.03% | 32 | -42,475 | -18.92% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 175,592 | 122,513 | 0.17% | 0.18% | 33 | -5,898 | -3.25% | Q1 2026 | Apr 27, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | Reduced | 174,429 | 121,702 | 10.87% | 13.67% | 34 | -2,490 | -1.41% | Q1 2026 | Apr 23, 2026 |
| TAIYO LIFE INSURANCE CO | History | Reduced | 169,000 | 117,915 | 13.01% | 13.68% | 35 | -43,000 | -20.28% | Q1 2026 | May 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 167,682 | 116,994 | 0.17% | 0.29% | 36 | -81,935 | -32.82% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 167,353 | 116,766 | 0.3% | 0.34% | 37 | -4,178 | -2.44% | Q1 2026 | Apr 30, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 162,642 | 113,478 | 15.88% | 16.67% | 38 | +7,782 | 5.03% | Q1 2026 | Apr 29, 2026 |
| Creative Planning | History | Added to | 159,803 | 111,497 | 0.08% | 0.08% | 39 | +12,434 | 8.44% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 144,592 | 100,884 | 0.01% | 0.01% | 40 | +3,564 | 2.53% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 135,651 | 94,646 | 0.19% | 0.18% | 41 | +18,742 | 16.03% | Q1 2026 | May 06, 2026 |
| 71 West Capital Partners | History | Added to | 135,405 | 94,474 | 4.16% | 4.32% | 42 | +10,760 | 8.63% | Q1 2026 | May 06, 2026 |
| M&T BANK CORP | History | Reduced | 131,819 | 91,972 | 0.31% | 0.34% | 43 | -7,480 | -5.37% | Q1 2026 | May 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 127,756 | 89,138 | 5.98% | 7.63% | 44 | -22,056 | -14.72% | Q1 2026 | Apr 10, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 118,764 | 82,863 | 0.15% | 0.12% | 45 | +69,911 | 143.1% | Q1 2026 | May 01, 2026 |
| BROWN ADVISORY INC | History | Reduced | 116,061 | 80,977 | 0.13% | 0.12% | 46 | -942 | -0.81% | Q1 2026 | May 15, 2026 |
| BAILARD, INC. | History | Reduced | 113,467 | 79,168 | 1.82% | 1.9% | 47 | -418 | -0.37% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Reduced | 114,250 | 76,900 | 0.11% | 0.12% | 48 | -200,096 | -63.65% | Q1 2026 | May 15, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Reduced | 109,159 | 76,162 | 17.11% | 17.57% | 49 | -734 | -0.67% | Q1 2026 | Apr 23, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 100,828 | 70,349 | 3.96% | 5.88% | 50 | -44,912 | -30.82% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 100,052 | 69,808 | 0.26% | 0.25% | 51 | +18,245 | 22.3% | Q1 2026 | Apr 30, 2026 |
| Silicon Valley Capital Partners | History | Added to | 95,830 | 66,862 | 6.55% | 6.48% | 52 | +1,420 | 1.5% | Q1 2026 | May 19, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 94,283 | 65,783 | 0.29% | 0.32% | 53 | -2,496 | -2.58% | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | Added to | 93,958 | 65,556 | 0.08% | 0.08% | 54 | +3,992 | 4.44% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 95,058 | 64,780 | 0.03% | 0.04% | 55 | +15,543 | 19.55% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 90,524 | 63,160 | 0.34% | 0.38% | 56 | -702 | -0.77% | Q1 2026 | May 05, 2026 |
| Yarbrough Capital, LLC | History | No change | 89,058 | 62,137 | 2.18% | 2.09% | 57 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Systematic Alpha Investments, LLC | History | Added to | 658,400 | 57,422 | 2.02% | 1.94% | 58 | +576,100 | 700.0% | Q1 2026 | May 18, 2026 |
| WBH ADVISORY INC | History | Reduced | 80,807 | 57,102 | 4.28% | 4.93% | 59 | -7,529 | -8.52% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 80,400 | 56,096 | 0.16% | 0.16% | 60 | -6,719 | -7.71% | Q1 2026 | May 04, 2026 |
| FMR LLC | History | Added to | 80,160 | 55,929 | 0.0% | 0.0% | 61 | +6,936 | 9.47% | Q1 2026 | May 15, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 76,389 | 53,298 | 1.77% | 1.98% | 62 | -5,515 | -6.73% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 70,417 | 53,078 | 0.21% | 0.21% | 63 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 75,107 | 52,403 | 0.02% | 0.02% | 64 | +12,241 | 19.47% | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | Reduced | 74,776 | 52,172 | 1.78% | 2.12% | 65 | -9,011 | -10.75% | Q1 2026 | Apr 22, 2026 |
| MAI Capital Management | History | Reduced | 74,165 | 51,746 | 0.29% | 0.33% | 66 | -1,017 | -1.35% | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 73,957 | 51,602 | 0.66% | 0.71% | 67 | -539 | -0.72% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 72,498 | 50,583 | 0.82% | 0.92% | 68 | +2,383 | 3.4% | Q1 2026 | Apr 22, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Added to | 70,076 | 48,893 | 10.99% | 11.48% | 69 | +2,292 | 3.38% | Q1 2026 | Apr 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 64,796 | 45,210 | 0.02% | 0.02% | 70 | -899 | -1.37% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 62,946 | 43,918 | 0.07% | 0.08% | 71 | +10,304 | 19.57% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 61,848 | 43,152 | 0.2% | 0.22% | 72 | -1,547 | -2.44% | Q1 2026 | Apr 24, 2026 |
| TRUST CO OF OKLAHOMA | History | Reduced | 60,663 | 42,325 | 12.33% | 13.46% | 73 | -570 | -0.93% | Q1 2026 | Apr 20, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 58,735 | 40,980 | 1.52% | 1.53% | 74 | -43 | -0.07% | Q1 2026 | May 07, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 58,574 | 40,868 | 1.25% | 1.21% | 75 | +7,224 | 14.07% | Q1 2026 | Apr 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 58,300 | 40,675 | 0.07% | 0.05% | 76 | +26,658 | 84.25% | Q1 2026 | May 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 56,565 | 39,466 | 0.51% | 0.55% | 77 | -647 | -1.13% | Q1 2026 | Apr 21, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 54,934 | 38,328 | 0.18% | 0.12% | 78 | +927 | 1.72% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 61,356 | 38,079 | 0.08% | 0.09% | 79 | -22,331 | -26.68% | Q1 2026 | Apr 08, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 54,576 | 38,078 | 6.46% | 6.92% | 80 | +2,366 | 4.53% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 54,392 | 37,950 | 0.19% | 0.23% | 81 | -1,601 | -2.86% | Q1 2026 | May 08, 2026 |
| CVA Family Office, LLC | History | Added to | 52,800 | 36,839 | 3.88% | 4.33% | 82 | +2,886 | 5.78% | Q1 2026 | Apr 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 52,596 | 36,697 | 0.02% | 0.02% | 83 | +7,513 | 16.66% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 51,201 | 35,724 | 0.02% | 0.01% | 84 | +19,411 | 61.06% | Q1 2026 | May 11, 2026 |
| Madison Asset Management, LLC | History | Reduced | 49,886 | 34,806 | 0.43% | 0.5% | 85 | -8,235 | -14.17% | Q1 2026 | May 07, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 47,963 | 33,464 | 0.27% | 0.29% | 86 | +1,074 | 2.29% | Q1 2026 | May 01, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 47,927 | 33,439 | 0.92% | 0.94% | 87 | -417 | -0.86% | Q1 2026 | Apr 27, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 47,309 | 33,008 | 0.9% | 0.92% | 88 | -52 | -0.11% | Q1 2026 | Apr 13, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 46,833 | 32,676 | 0.16% | 0.06% | 89 | +31,985 | 215.42% | Q1 2026 | May 14, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 45,973 | 32,076 | 8.24% | 8.1% | 90 | -126 | -0.27% | Q1 2026 | Apr 28, 2026 |
| &PARTNERS | History | Added to | 44,638 | 31,204 | 0.15% | 0.17% | 91 | +1,771 | 4.13% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 44,542 | 31,077 | 0.12% | — | 92 | +44,542 | New | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 43,372 | 30,262 | 0.47% | 1.0% | 93 | -21,906 | -33.56% | Q1 2026 | May 15, 2026 |
| Circle Wealth Management, LLC | History | Reduced | 43,069 | 30,050 | 0.43% | 0.5% | 94 | -107 | -0.25% | Q1 2026 | May 11, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 41,645 | 29,056 | 0.05% | 0.05% | 95 | -1,913 | -4.39% | Q1 2026 | May 14, 2026 |
| Marotta Asset Management | History | Reduced | 40,863 | 28,875 | 5.32% | 5.85% | 96 | -1,053 | -2.51% | Q1 2026 | Apr 27, 2026 |
| Mokosak Advisory Group, LLC | History | Reduced | 41,215 | 28,816 | 7.21% | 8.09% | 97 | -1,482 | -3.47% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 39,379 | 27,476 | 0.1% | 0.1% | 98 | +2,079 | 5.57% | Q1 2026 | Jun 02, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 39,254 | 27,388 | 1.04% | 1.09% | 99 | +286 | 0.73% | Q1 2026 | Apr 16, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 38,984 | 27,200 | 3.35% | 3.47% | 100 | -810 | -2.04% | Q1 2026 | May 05, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 38,762 | 27,044 | 5.83% | 6.2% | 101 | +1,773 | 4.79% | Q1 2026 | Apr 13, 2026 |
| Keebeck Wealth Management | History | Reduced | 36,809 | 25,682 | 2.89% | 3.38% | 102 | -2,105 | -5.41% | Q1 2026 | May 14, 2026 |
| Enclave Advisors LLC | History | Reduced | 36,510 | 25,474 | 3.49% | 4.03% | 103 | -1,254 | -3.32% | Q1 2026 | Apr 13, 2026 |
| XML Financial, LLC | History | Added to | 36,394 | 25,393 | 2.05% | 2.21% | 104 | +396 | 1.1% | Q1 2026 | Apr 16, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 36,069 | 25,166 | 0.1% | 0.11% | 105 | -343 | -0.94% | Q1 2026 | May 11, 2026 |
| FIL Ltd | History | Reduced | 35,544 | 24,799 | 0.02% | 0.03% | 106 | -14,720 | -29.29% | Q1 2026 | May 15, 2026 |
| Gratus Wealth Advisors, LLC | History | Reduced | 34,480 | 24,057 | 3.48% | 3.9% | 107 | -2,834 | -7.6% | Q1 2026 | May 04, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 34,059 | 23,763 | 0.67% | 0.67% | 108 | -272 | -0.79% | Q1 2026 | Apr 28, 2026 |
| Wealthfront Advisers LLC | History | Added to | 33,630 | 23,464 | 0.05% | 0.05% | 109 | +2,036 | 6.44% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 33,332 | 23,256 | 0.26% | 0.29% | 110 | -723 | -2.12% | Q1 2026 | Apr 28, 2026 |
| Wealth Group Ltd | History | Added to | 33,304 | 23,236 | 5.29% | 5.57% | 111 | +289 | 0.88% | Q1 2026 | Apr 10, 2026 |
| IFP Advisors, Inc | History | Added to | 33,120 | 23,108 | 0.48% | 0.56% | 112 | +307 | 0.94% | Q1 2026 | Apr 13, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 32,386 | 22,596 | 3.13% | 3.44% | 113 | -298 | -0.91% | Q1 2026 | May 14, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 32,173 | 22,447 | 2.66% | 3.03% | 114 | -1,250 | -3.74% | Q1 2026 | Apr 17, 2026 |
| BBR PARTNERS, LLC | History | No change | 31,981 | 22,313 | 1.25% | 1.29% | 115 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 31,496 | 21,975 | 0.06% | 0.07% | 116 | -1,839 | -5.52% | Q1 2026 | May 08, 2026 |
| Cresset Asset Management, LLC | History | Added to | 31,425 | 21,925 | 0.09% | 0.09% | 117 | +1,606 | 5.39% | Q1 2026 | May 15, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 30,531 | 21,301 | 2.86% | 3.88% | 118 | -7,270 | -19.23% | Q1 2026 | Apr 08, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 30,523 | 21,296 | 0.83% | 1.07% | 119 | -7,558 | -19.85% | Q1 2026 | May 12, 2026 |
| BARINGS LLC | History | Reduced | 29,983 | 20,919 | 0.34% | 0.53% | 120 | -8,235 | -21.55% | Q1 2026 | May 06, 2026 |
| SCS Capital Management LLC | History | Added to | 29,756 | 20,761 | 0.22% | 0.23% | 121 | +505 | 1.73% | Q1 2026 | May 11, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 29,475 | 20,565 | 0.37% | 0.39% | 122 | +454 | 1.56% | Q1 2026 | Apr 10, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 29,451 | 20,548 | 1.02% | 1.09% | 123 | +125 | 0.43% | Q1 2026 | May 07, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 29,196 | 20,370 | 1.93% | 1.86% | 124 | +3,249 | 12.52% | Q1 2026 | May 04, 2026 |
| HB Wealth Management, LLC | History | Reduced | 29,116 | 20,315 | 0.13% | 0.14% | 125 | -163 | -0.56% | Q1 2026 | Apr 27, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 28,943 | 20,194 | 0.41% | 0.36% | 126 | +1,704 | 6.26% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 28,843 | 20,124 | 0.1% | 0.08% | 127 | +8,871 | 44.42% | Q1 2026 | May 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 28,324 | 19,762 | 0.01% | — | 128 | +28,324 | New | Q1 2026 | May 15, 2026 |
| Financial Perspectives, Inc | History | Added to | 27,938 | 19,493 | 5.44% | 5.65% | 129 | +135 | 0.49% | Q1 2026 | May 11, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | Added to | 27,848 | 19,430 | 15.48% | 16.19% | 130 | +661 | 2.43% | Q1 2026 | Apr 16, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 27,754 | 19,364 | 1.62% | 1.73% | 131 | -500 | -1.77% | Q1 2026 | May 01, 2026 |
| WELCH CAPITAL PARTNERS LLC/NY | History | No change | 27,310 | 19,055 | 4.29% | 4.13% | 132 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 27,250 | 19,012 | 0.23% | 0.28% | 133 | +1,006 | 3.83% | Q1 2026 | Apr 23, 2026 |
| Gotham Asset Management, LLC | History | Added to | 27,242 | 19,007 | 0.06% | 0.06% | 134 | +4,328 | 18.89% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 27,067 | 18,885 | 0.45% | 0.57% | 135 | -6,542 | -19.47% | Q1 2026 | May 15, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 27,040 | 18,866 | 0.35% | 0.4% | 136 | -588 | -2.13% | Q1 2026 | Apr 16, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 26,860 | 18,740 | 0.08% | 0.09% | 137 | -3,428 | -11.32% | Q1 2026 | May 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 26,718 | 18,641 | 0.63% | 0.43% | 138 | -224 | -0.83% | Q1 2026 | Apr 23, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 26,408 | 18,423 | 1.55% | 1.68% | 139 | -153 | -0.58% | Q1 2026 | Apr 20, 2026 |
| World Investment Advisors | History | Added to | 26,370 | 18,398 | 0.3% | 0.32% | 140 | +118 | 0.45% | Q1 2026 | Apr 27, 2026 |
| Savvy Advisors, Inc. | History | Added to | 26,294 | 18,345 | 0.49% | 0.56% | 141 | +3,245 | 14.08% | Q1 2026 | May 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 26,209 | 18,286 | 0.2% | 0.23% | 142 | -869 | -3.21% | Q1 2026 | Apr 20, 2026 |
| NRI Wealth Management LC | History | No change | 24,255 | 18,282 | 9.32% | 9.32% | 143 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 25,936 | 18,096 | 0.21% | 0.25% | 144 | -3,400 | -11.59% | Q1 2026 | May 15, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 25,552 | 17,828 | 4.05% | 4.41% | 145 | -485 | -1.86% | Q1 2026 | Apr 15, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 25,111 | 17,520 | 1.19% | 1.29% | 146 | -325 | -1.28% | Q1 2026 | May 06, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 24,976 | 17,426 | 0.8% | 0.81% | 147 | +462 | 1.88% | Q1 2026 | May 06, 2026 |
| Pioneer Family Office, LLC | History | Added to | 24,925 | 17,390 | 11.17% | 8.28% | 148 | +8,657 | 53.21% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | Added to | 24,767 | 17,280 | 0.19% | 0.04% | 149 | +22,646 | 1067.7% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 24,668 | 17,211 | 0.14% | 0.15% | 150 | +7,800 | 46.24% | Q1 2026 | May 15, 2026 |
| Junk Investment Group, LLC | History | New | 24,357 | 16,994 | 8.91% | — | 151 | +24,357 | New | Q1 2026 | May 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 24,270 | 16,933 | 0.21% | 0.21% | 152 | +1,497 | 6.57% | Q1 2026 | Apr 20, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 24,216 | 16,896 | 0.34% | 0.36% | 153 | +558 | 2.36% | Q1 2026 | May 14, 2026 |
| KTF INVESTMENTS, LLC | History | Reduced | 24,189 | 16,877 | 2.89% | 3.07% | 154 | -623 | -2.51% | Q1 2026 | May 04, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 23,992 | 16,739 | 5.55% | 6.79% | 155 | +525 | 2.24% | Q1 2026 | Apr 23, 2026 |
| Main Management LLC | History | Added to | 23,778 | 16,590 | 1.21% | 1.27% | 156 | +306 | 1.3% | Q1 2026 | May 14, 2026 |
| KWMG, LLC | History | Reduced | 23,218 | 16,199 | 1.35% | 1.52% | 157 | -146 | -0.62% | Q1 2026 | Apr 09, 2026 |
| Curi Capital, LLC | History | Reduced | 23,155 | 16,155 | 0.29% | 0.3% | 158 | -7 | -0.03% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 22,951 | 16,013 | 0.08% | 0.1% | 159 | +4,254 | 22.75% | Q1 2026 | May 15, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 21,550 | 15,927 | 2.22% | 2.21% | 160 | +1,237 | 6.09% | Q1 2026 | Apr 13, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 21,462 | 15,862 | 3.01% | 3.14% | 161 | +458 | 2.18% | Q1 2026 | Apr 09, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 22,655 | 15,806 | 6.57% | 6.71% | 162 | +1,338 | 6.28% | Q1 2026 | Apr 23, 2026 |
| Merit Financial Group, LLC | History | Added to | 22,571 | 15,747 | 0.12% | 0.13% | 163 | +1,512 | 7.18% | Q1 2026 | Apr 15, 2026 |
| Hartford Financial Management Inc. | History | Reduced | 22,254 | 15,527 | 3.96% | 4.41% | 164 | -247 | -1.1% | Q1 2026 | Apr 15, 2026 |
| Curtis Advisory Group, LLC | History | No change | 22,183 | 15,477 | 3.34% | 3.51% | 165 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Atria Investments, Inc | History | Added to | 22,121 | 15,434 | 0.17% | 0.18% | 166 | +537 | 2.49% | Q1 2026 | May 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 21,960 | 15,321 | 0.19% | 0.2% | 167 | +1,494 | 7.3% | Q1 2026 | May 11, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 21,689 | 15,132 | 2.61% | 2.66% | 168 | +969 | 4.68% | Q1 2026 | Apr 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 21,285 | 14,850 | 0.32% | 0.38% | 169 | -1,022 | -4.58% | Q1 2026 | May 14, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 21,282 | 14,848 | 5.85% | 6.57% | 170 | -383 | -1.77% | Q1 2026 | May 11, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 21,175 | 14,773 | 4.39% | 4.96% | 171 | -2,248 | -9.6% | Q1 2026 | Apr 20, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 21,117 | 14,733 | 2.6% | 2.86% | 172 | -3,325 | -13.6% | Q1 2026 | May 11, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 21,101 | 14,722 | 0.5% | 0.54% | 173 | +801 | 3.95% | Q1 2026 | Apr 17, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 20,952 | 14,618 | 2.8% | 2.99% | 174 | +231 | 1.11% | Q1 2026 | May 01, 2026 |
| Karpus Management, Inc. | History | Reduced | 20,880 | 14,568 | 0.45% | 0.58% | 175 | -4,097 | -16.4% | Q1 2026 | May 14, 2026 |
| FCA CORP /TX | History | Reduced | 20,659 | 14,413 | 4.07% | 4.41% | 176 | -48 | -0.23% | Q1 2026 | May 14, 2026 |
| Crewe Advisors LLC | History | No change | 20,552 | 14,339 | 1.22% | 1.37% | 177 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 20,253 | 14,130 | 0.78% | 0.83% | 178 | -600 | -2.88% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Reduced | 20,241 | 14,122 | 0.0% | 0.0% | 179 | -1,069 | -5.02% | Q1 2026 | May 13, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 20,097 | 14,022 | 5.51% | 5.86% | 180 | -515 | -2.5% | Q1 2026 | Apr 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 19,952 | 13,920 | 0.0% | 0.0% | 181 | +14,841 | 290.37% | Q1 2026 | May 13, 2026 |
| Triangle Securities Wealth Management | History | Reduced | 19,879 | 13,870 | 3.15% | 3.21% | 182 | -313 | -1.55% | Q1 2026 | Apr 20, 2026 |
| Mutual Advisors, LLC | History | Added to | 19,647 | 13,708 | 0.29% | 0.31% | 183 | +613 | 3.22% | Q1 2026 | May 01, 2026 |
| Sage Mountain Advisors LLC | History | No change | 19,227 | 13,415 | 0.94% | 0.77% | 184 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 19,195 | 13,392 | 0.46% | 0.51% | 185 | -165 | -0.85% | Q1 2026 | Apr 07, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 19,189 | 13,388 | 0.43% | 0.26% | 186 | -842 | -4.2% | Q1 2026 | Apr 29, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 19,102 | 13,327 | 1.93% | 2.05% | 187 | -20 | -0.1% | Q1 2026 | Apr 20, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 18,864 | 13,161 | 0.35% | 0.38% | 188 | -775 | -3.95% | Q1 2026 | May 14, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 25,120 | 13,073 | 2.38% | 2.23% | 189 | +8,229 | 48.72% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 18,324 | 12,784 | 0.17% | 0.19% | 190 | +239 | 1.32% | Q1 2026 | May 15, 2026 |
| Certified Advisory Corp | History | Reduced | 18,120 | 12,642 | 1.13% | 1.25% | 191 | -82 | -0.45% | Q1 2026 | Apr 17, 2026 |
| Magnolia Wealth Management, LLC | History | Added to | 17,951 | 12,524 | 7.3% | 7.98% | 192 | +227 | 1.28% | Q1 2026 | May 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 17,640 | 12,307 | 0.01% | 0.02% | 193 | -619 | -3.39% | Q1 2026 | May 14, 2026 |
| Osbon Capital Management LLC | History | Reduced | 17,538 | 12,236 | 9.99% | 12.74% | 194 | -526 | -2.91% | Q1 2026 | May 15, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 17,403 | 12,142 | 2.39% | 2.62% | 195 | -383 | -2.15% | Q1 2026 | Apr 07, 2026 |
| Principle Wealth Partners LLC | History | Added to | 17,397 | 12,137 | 0.69% | 0.72% | 196 | +500 | 2.96% | Q1 2026 | May 07, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 17,390 | 12,133 | 1.16% | 1.47% | 197 | -2,095 | -10.75% | Q1 2026 | May 15, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Reduced | 17,372 | 12,120 | 4.17% | 4.31% | 198 | -257 | -1.46% | Q1 2026 | May 15, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Reduced | 17,000 | 11,861 | 4.43% | 5.05% | 199 | -1,502 | -8.12% | Q1 2026 | May 18, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 16,905 | 11,794 | 0.28% | 0.3% | 200 | -248 | -1.45% | Q1 2026 | Apr 30, 2026 |
| JBR Co Financial Management Inc | History | No change | 15,633 | 11,783 | 4.93% | 4.93% | 201 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 16,658 | 11,771 | 0.11% | 0.13% | 202 | +860 | 5.44% | Q1 2026 | Apr 07, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 16,711 | 11,659 | 0.88% | 1.0% | 203 | +260 | 1.58% | Q1 2026 | Apr 30, 2026 |
| First PREMIER Bank | History | Reduced | 16,627 | 11,601 | 2.68% | 2.92% | 204 | -256 | -1.52% | Q1 2026 | Apr 20, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 16,430 | 11,464 | 0.36% | 0.27% | 205 | +5,503 | 50.36% | Q1 2026 | May 15, 2026 |
| Wall Street Financial Group, Inc. | History | Reduced | 16,432 | 11,464 | 6.79% | 10.16% | 206 | -2,067 | -11.17% | Q1 2026 | May 05, 2026 |
| BOKF, NA | History | Reduced | 16,215 | 11,313 | 0.17% | 0.19% | 207 | -179 | -1.09% | Q1 2026 | May 08, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 16,085 | 11,223 | 0.34% | 0.06% | 208 | +13,449 | 510.2% | Q1 2026 | May 05, 2026 |
| Retirement Planning Group, LLC | History | Added to | 16,070 | 11,212 | 0.35% | 0.39% | 209 | +499 | 3.2% | Q1 2026 | May 04, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 16,065 | 11,208 | 0.01% | 0.02% | 210 | -18,946 | -54.11% | Q1 2026 | May 15, 2026 |
| John Boyer, Inc. | History | Added to | 15,983 | 11,161 | 11.16% | 11.78% | 211 | +654 | 4.27% | Q1 2026 | Aug 07, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 15,761 | 11,010 | 0.08% | 0.09% | 212 | +400 | 2.6% | Q1 2026 | May 14, 2026 |
| Capital Planning LLC | History | Reduced | 15,749 | 10,988 | 3.57% | 3.51% | 213 | -819 | -4.94% | Q1 2026 | Apr 29, 2026 |
| Royal Fund Management, LLC | History | Added to | 15,508 | 10,860 | 1.03% | 1.05% | 214 | +275 | 1.81% | Q1 2026 | May 19, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 15,509 | 10,820 | 0.05% | 0.05% | 215 | +174 | 1.13% | Q1 2026 | May 26, 2026 |
| Prospera Financial Services Inc | History | Added to | 15,451 | 10,811 | 0.17% | 0.19% | 216 | +109 | 0.71% | Q1 2026 | Apr 14, 2026 |
| New Insight Wealth Advisors | History | Reduced | 15,300 | 10,675 | 3.83% | 4.12% | 217 | -7 | -0.05% | Q1 2026 | May 07, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 15,052 | 10,502 | 0.06% | 0.07% | 218 | -330 | -2.15% | Q1 2026 | May 05, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 101,732 | 10,491 | 0.19% | 0.39% | 219 | +90,784 | 829.23% | Q1 2026 | May 01, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Reduced | 15,028 | 10,485 | 3.1% | 3.81% | 220 | -1,339 | -8.18% | Q1 2026 | Apr 20, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 14,973 | 10,446 | 1.08% | 1.19% | 221 | -128 | -0.85% | Q1 2026 | Apr 20, 2026 |
| Financial Freedom, LLC | History | Reduced | 14,866 | 10,372 | 5.17% | 5.57% | 222 | -23 | -0.15% | Q1 2026 | Apr 30, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Added to | 14,841 | 10,354 | 1.23% | 1.31% | 223 | +63 | 0.43% | Q1 2026 | Apr 21, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 14,811 | 10,334 | 0.67% | 0.72% | 224 | +106 | 0.72% | Q1 2026 | Apr 15, 2026 |
| Strengthening Families & Communities, LLC | History | Reduced | 14,759 | 10,297 | 2.57% | 4.86% | 225 | -3,340 | -18.45% | Q1 2026 | May 11, 2026 |
| Olistico Wealth, LLC | History | Reduced | 14,749 | 10,290 | 5.07% | 6.19% | 226 | -2,092 | -12.42% | Q1 2026 | Apr 08, 2026 |
| SWAN Capital LLC | History | Reduced | 14,724 | 10,273 | 3.78% | 4.87% | 227 | -1,889 | -11.37% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 14,715 | 10,267 | 0.23% | 0.24% | 228 | +285 | 1.98% | Q1 2026 | May 15, 2026 |
| NWF Advisory Services Inc. | History | Added to | 14,681 | 10,243 | 1.16% | 1.22% | 229 | +18 | 0.12% | Q1 2026 | May 04, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 14,633 | 10,209 | 0.42% | 0.47% | 230 | -484 | -3.2% | Q1 2026 | May 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 14,547 | 10,149 | 0.0% | 0.02% | 231 | +2,650 | 22.27% | Q1 2026 | May 12, 2026 |
| Brookstone Capital Management | History | Reduced | 14,440 | 10,075 | 0.12% | 0.15% | 233 | -3,158 | -17.95% | Q1 2026 | Apr 16, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 13,367 | 10,075 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 14,388 | 10,038 | 0.0% | 0.0% | 234 | +1,122 | 8.46% | Q1 2026 | May 05, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 13,428 | 9,938 | 0.73% | 0.86% | 235 | -1,796 | -11.8% | Q1 2026 | Apr 13, 2026 |
| Summitas Investment Management LLC | History | Added to | 14,170 | 9,886 | 7.75% | 7.81% | 236 | +395 | 2.87% | Q1 2026 | May 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 14,093 | 9,832 | 0.72% | 0.79% | 237 | +34 | 0.24% | Q1 2026 | Apr 20, 2026 |
| AE Wealth Management LLC | History | Added to | 14,037 | 9,793 | 0.05% | 0.06% | 238 | +1,252 | 9.79% | Q1 2026 | May 13, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 14,024 | 9,786 | 0.78% | 0.82% | 239 | +275 | 2.0% | Q1 2026 | May 15, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 14,009 | 9,774 | 3.05% | 3.4% | 240 | -233 | -1.64% | Q1 2026 | Apr 10, 2026 |
| Wedmont Private Capital | History | Added to | 13,209 | 9,762 | 0.31% | 0.33% | 241 | +667 | 5.32% | Q1 2026 | Apr 09, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 13,979 | 9,753 | 3.83% | 4.23% | 242 | +183 | 1.33% | Q1 2026 | Apr 17, 2026 |
| Altura Wealth Advisors Inc. | History | Added to | 13,906 | 9,702 | 4.23% | 4.49% | 243 | +68 | 0.49% | Q1 2026 | May 12, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 13,830 | 9,649 | 0.03% | 0.03% | 244 | -175 | -1.25% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Added to | 85,561 | 9,608 | 0.26% | 0.33% | 245 | +75,360 | 738.75% | Q1 2026 | May 14, 2026 |
| Haverford Trust Co | History | Reduced | 13,640 | 9,516 | 0.09% | 0.09% | 246 | -68 | -0.5% | Q1 2026 | May 11, 2026 |
| CIBC Bancorp USA Inc. | History | New | 13,609 | 9,495 | 0.01% | — | 247 | +13,609 | New | Q1 2026 | May 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 108,498 | 9,462 | 0.07% | 0.08% | 248 | +94,648 | 683.38% | Q1 2026 | May 12, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | Added to | 90,840 | 9,461 | 4.72% | 4.65% | 249 | +79,570 | 706.03% | Q1 2026 | May 01, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 13,535 | 9,443 | 0.2% | 0.22% | 250 | -9 | -0.07% | Q1 2026 | Apr 27, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 13,508 | 9,424 | 3.14% | 3.15% | 251 | +835 | 6.59% | Q1 2026 | May 15, 2026 |
| Advisors Capital Management, LLC | History | Added to | 13,373 | 9,330 | 0.11% | 0.12% | 252 | +18 | 0.13% | Q1 2026 | May 01, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 13,313 | 9,288 | 1.06% | 1.22% | 253 | -1,243 | -8.54% | Q1 2026 | May 11, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 13,306 | 9,284 | 1.43% | 1.54% | 254 | +696 | 5.52% | Q1 2026 | May 07, 2026 |
| Waverly Advisors, LLC | History | Added to | 13,306 | 9,283 | 0.07% | 0.06% | 255 | +2,690 | 25.34% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 12,912 | 9,009 | 0.01% | 0.01% | 256 | +59 | 0.46% | Q1 2026 | May 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 12,876 | 8,983 | 1.51% | 1.6% | 257 | +273 | 2.17% | Q1 2026 | Apr 21, 2026 |
| ASPIRIANT, LLC | History | Reduced | 12,854 | 8,968 | 0.26% | 0.29% | 258 | -435 | -3.27% | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 12,586 | 8,781 | 0.16% | 0.17% | 259 | +512 | 4.24% | Q1 2026 | Jun 02, 2026 |
| CWM, LLC | History | Added to | 12,565 | 8,767 | 0.02% | 0.03% | 260 | +47 | 0.38% | Q1 2026 | May 14, 2026 |
| E&G Advisors, LP | History | Reduced | 12,445 | 8,683 | 1.93% | 2.11% | 261 | -84 | -0.67% | Q1 2026 | Apr 21, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 12,442 | 8,681 | 0.07% | 0.06% | 262 | +2,735 | 28.18% | Q1 2026 | Apr 24, 2026 |
| NorthRock Partners, LLC | History | Added to | 99,329 | 8,662 | 0.14% | 0.16% | 263 | +87,055 | 709.26% | Q1 2026 | May 15, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 11,430 | 8,615 | 2.7% | 2.7% | 264 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 12,105 | 8,445 | 0.12% | 0.12% | 265 | +685 | 6.0% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 12,020 | 8,386 | 0.05% | 0.05% | 266 | +323 | 2.76% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 12,017 | 8,384 | 0.03% | 0.04% | 267 | +320 | 2.74% | Q1 2026 | May 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 11,973 | 8,354 | 0.09% | 0.06% | 268 | +6,055 | 102.31% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 11,872 | 8,283 | 0.21% | 0.25% | 269 | -736 | -5.84% | Q1 2026 | Apr 07, 2026 |
| DAGCO, INC. | History | Added to | 11,719 | 8,176 | 1.77% | 2.02% | 270 | +96 | 0.83% | Q1 2026 | Apr 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 11,520 | 8,038 | 0.49% | 0.58% | 271 | -618 | -5.09% | Q1 2026 | Apr 13, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Added to | 11,499 | 8,023 | 5.36% | 3.21% | 272 | +2,899 | 33.71% | Q1 2026 | May 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 11,372 | 7,934 | 0.18% | 0.16% | 273 | +7,043 | 162.69% | Q1 2026 | Apr 27, 2026 |
| Banque Transatlantique SA | History | New | 11,322 | 7,899 | 0.19% | — | 275 | +11,322 | New | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 11,319 | 7,899 | 0.01% | 0.01% | 274 | +4,994 | 78.96% | Q1 2026 | May 06, 2026 |
| NEVILLE RODIE & SHAW INC | History | No change | 11,272 | 7,865 | 0.57% | 0.6% | 276 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Bravias Capital Group, LLC | History | Reduced | 11,230 | 7,835 | 5.12% | 6.37% | 277 | -2,754 | -19.69% | Q1 2026 | Apr 28, 2026 |
| Sigma Planning Corp | History | Reduced | 11,188 | 7,806 | 0.22% | 0.23% | 278 | -127 | -1.12% | Q1 2026 | May 04, 2026 |
| Banco Santander, S.A. | History | Added to | 11,100 | 7,744 | 0.06% | 0.05% | 279 | +1,480 | 15.38% | Q1 2026 | May 08, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 11,065 | 7,720 | 1.0% | 1.16% | 280 | -159 | -1.42% | Q1 2026 | May 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 11,036 | 7,700 | 0.29% | 0.31% | 281 | +177 | 1.63% | Q1 2026 | May 14, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 11,034 | 7,698 | 0.13% | 0.15% | 282 | -217 | -1.93% | Q1 2026 | May 15, 2026 |
| Security Financial Services, INC. | History | No change | 11,010 | 7,681 | 1.21% | 1.3% | 283 | 0 | 0.0% | Q1 2026 | May 27, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 10,977 | 7,659 | 0.04% | 0.05% | 284 | -428 | -3.75% | Q1 2026 | Apr 30, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 10,867 | 7,582 | 3.08% | 3.38% | 285 | -540 | -4.73% | Q1 2026 | Apr 24, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 10,758 | 7,506 | 1.29% | 1.4% | 286 | -58 | -0.54% | Q1 2026 | May 06, 2026 |
| S&A Financial Services, Inc. | History | New | 10,670 | 7,444 | 5.11% | — | 287 | +10,670 | New | Q1 2026 | Jun 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 10,650 | 7,430 | 0.15% | 0.17% | 288 | -343 | -3.12% | Q1 2026 | Apr 15, 2026 |
| GREENWOOD GEARHART LLC | History | Reduced | 10,447 | 7,288 | 0.39% | 0.79% | 289 | -8,550 | -45.01% | Q1 2026 | May 06, 2026 |
| CHOREO, LLC | History | Reduced | 10,446 | 7,287 | 0.09% | 0.1% | 290 | -353 | -3.27% | Q1 2026 | May 12, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 10,329 | 7,206 | 0.09% | 0.09% | 291 | -78 | -0.75% | Q1 2026 | May 05, 2026 |
| Dougherty & Associates, LLC | History | Added to | 10,211 | 7,124 | 6.55% | 6.4% | 292 | +716 | 7.54% | Q1 2026 | Apr 21, 2026 |
| Advantage Trust Co | History | Reduced | 10,169 | 7,095 | 3.18% | 3.68% | 293 | -666 | -6.15% | Q1 2026 | May 05, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 9,994 | 6,972 | 0.23% | 0.24% | 294 | +204 | 2.08% | Q1 2026 | Apr 22, 2026 |
| COMMERCE BANK | History | Added to | 9,982 | 6,964 | 0.03% | 0.03% | 295 | +3,104 | 45.13% | Q1 2026 | May 11, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 9,970 | 6,956 | 1.97% | 1.98% | 296 | +637 | 6.83% | Q1 2026 | May 01, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 9,847 | 6,870 | 0.1% | 0.12% | 297 | -767 | -7.23% | Q1 2026 | May 05, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 64,832 | 6,804 | 0.09% | 0.08% | 298 | +56,685 | 695.78% | Q1 2026 | May 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 9,597 | 6,696 | 0.04% | 0.03% | 299 | +2,063 | 27.38% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 9,579 | 6,683 | 0.3% | 0.39% | 300 | -1,434 | -13.02% | Q1 2026 | May 12, 2026 |
| Oak Harvest Investment Services | History | Added to | 9,566 | 6,674 | 0.7% | 0.74% | 301 | +521 | 5.76% | Q1 2026 | Apr 22, 2026 |
| Diversified Enterprises, LLC | History | Added to | 9,464 | 6,603 | 0.36% | 0.42% | 302 | +51 | 0.54% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 9,454 | 6,596 | 0.13% | 0.14% | 303 | +82 | 0.87% | Q1 2026 | Apr 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 8,725 | 6,576 | 0.12% | 0.12% | 304 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Trinity Legacy Partners, LLC | History | Reduced | 8,469 | 6,521 | 1.41% | 1.48% | 305 | -73 | -0.85% | Q1 2026 | Apr 16, 2026 |
| Tandem Wealth Advisors LLC | History | Reduced | 9,316 | 6,499 | 2.9% | 3.84% | 306 | -3,863 | -29.31% | Q1 2026 | May 06, 2026 |
| NewEdge Wealth, LLC | History | Added to | 9,245 | 6,450 | 0.08% | 0.08% | 307 | +108 | 1.18% | Q1 2026 | May 13, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 9,135 | 6,373 | 1.42% | 1.56% | 308 | -316 | -3.34% | Q1 2026 | May 21, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 9,122 | 6,364 | 0.82% | 0.97% | 309 | -136 | -1.47% | Q1 2026 | Apr 15, 2026 |
| RCW Management, LLC | History | Reduced | 9,112 | 6,358 | 6.52% | 6.96% | 310 | -28 | -0.31% | Q1 2026 | Apr 15, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 9,109 | 6,356 | 0.23% | 0.3% | 311 | -1,789 | -16.42% | Q1 2026 | Apr 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 9,084 | 6,337 | 0.15% | 0.11% | 312 | +3,209 | 54.62% | Q1 2026 | May 11, 2026 |
| PW Nova Financial Services LLC | History | Added to | 9,066 | 6,325 | 1.59% | 2.48% | 313 | +413 | 4.77% | Q1 2026 | Apr 15, 2026 |
| Goepper Burkhardt LLC | History | Added to | 9,033 | 6,302 | 2.11% | 2.15% | 314 | +281 | 3.21% | Q1 2026 | May 13, 2026 |
| Richmond Brothers, Inc. | History | Reduced | 9,030 | 6,299 | 4.19% | 4.43% | 315 | -197 | -2.14% | Q1 2026 | May 11, 2026 |
| SYON CAPITAL LLC | History | Reduced | 9,003 | 6,281 | 0.32% | 0.34% | 316 | -176 | -1.92% | Q1 2026 | May 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 8,945 | 6,241 | 0.09% | 0.11% | 317 | +335 | 3.89% | Q1 2026 | May 11, 2026 |
| Ridge Creek Global, Inc | History | Reduced | 8,946 | 6,241 | 5.29% | 5.76% | 318 | -165 | -1.81% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 8,770 | 6,197 | 0.43% | 0.4% | 319 | +1,045 | 13.53% | Q1 2026 | May 01, 2026 |
| Bank of New Hampshire | History | Added to | 8,881 | 6,196 | 1.42% | 1.5% | 320 | +51 | 0.58% | Q1 2026 | Apr 13, 2026 |
| Argo Wealth Advisory, LLC | History | Added to | 8,850 | 6,174 | 3.62% | 3.99% | 321 | +2 | 0.02% | Q1 2026 | Apr 21, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 8,814 | 6,150 | 1.07% | 1.14% | 322 | +219 | 2.55% | Q1 2026 | Apr 23, 2026 |
| Magnus Financial Group LLC | History | Reduced | 8,806 | 6,144 | 0.5% | 0.57% | 323 | -1,116 | -11.25% | Q1 2026 | Apr 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 8,689 | 6,062 | 0.07% | 0.08% | 324 | -501 | -5.45% | Q1 2026 | May 08, 2026 |
| Fairway Financial, LLC | History | Reduced | 8,618 | 6,013 | 4.57% | 4.99% | 325 | -161 | -1.83% | Q1 2026 | May 11, 2026 |
| BTG Pactual Asset Management US LLC | History | Reduced | 8,517 | 5,942 | 0.51% | 0.56% | 326 | -130 | -1.5% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Added to | 8,479 | 5,916 | 0.08% | 0.09% | 327 | +140 | 1.68% | Q1 2026 | May 15, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 8,475 | 5,913 | 0.22% | 0.18% | 328 | +1,174 | 16.08% | Q1 2026 | Apr 21, 2026 |
| Manchester Capital Management LLC | History | Reduced | 8,462 | 5,904 | 0.85% | 0.87% | 329 | -9 | -0.11% | Q1 2026 | May 11, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 8,418 | 5,873 | 0.63% | 0.67% | 330 | -254 | -2.93% | Q1 2026 | Apr 15, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 8,377 | 5,844 | 0.34% | 0.38% | 331 | -86 | -1.02% | Q1 2026 | Apr 29, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 8,345 | 5,822 | 0.31% | 0.29% | 333 | +1,794 | 27.39% | Q1 2026 | Apr 16, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 8,345 | 5,822 | 0.17% | 0.19% | 332 | -7 | -0.08% | Q1 2026 | May 13, 2026 |
| Empower Advisory Group, LLC | History | Added to | 8,276 | 5,774 | 0.01% | 0.01% | 334 | +1,109 | 15.47% | Q1 2026 | May 14, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 8,178 | 5,706 | 0.34% | 0.38% | 335 | -212 | -2.53% | Q1 2026 | May 13, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 8,170 | 5,700 | 0.07% | 0.08% | 336 | -1,349 | -14.17% | Q1 2026 | May 06, 2026 |
| Rothschild Wealth LLC | History | Reduced | 8,154 | 5,688 | 0.51% | 0.6% | 337 | -81 | -0.98% | Q1 2026 | May 06, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 8,135 | 5,676 | 1.91% | 1.6% | 338 | +116 | 1.45% | Q1 2026 | Apr 28, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 7,922 | 5,645 | 0.18% | 0.22% | 339 | -5,244 | -39.83% | Q1 2026 | Apr 08, 2026 |
| Sound Stewardship, LLC | History | Added to | 8,091 | 5,645 | 2.59% | 2.85% | 340 | +190 | 2.4% | Q1 2026 | Apr 10, 2026 |
| GWN SECURITIES INC. | History | Added to | 8,052 | 5,618 | 1.08% | 1.2% | 341 | +187 | 2.38% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 8,028 | 5,600 | 0.13% | 0.17% | 342 | -1,110 | -12.15% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 8,005 | 5,585 | 0.03% | 0.03% | 343 | +1,962 | 32.47% | Q1 2026 | May 04, 2026 |
| Asset One Wealth Management LLC | History | Added to | 55,018 | 5,557 | 0.61% | 1.69% | 344 | +38,637 | 235.86% | Q1 2026 | May 12, 2026 |
| Sheridan Capital Management, LLC | History | Added to | 7,915 | 5,521 | 2.91% | 3.02% | 345 | +19 | 0.24% | Q1 2026 | Apr 28, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 7,898 | 5,510 | 1.38% | 1.43% | 346 | +536 | 7.28% | Q1 2026 | May 07, 2026 |
| SageGuard Financial Group, LLC | History | Added to | 7,864 | 5,486 | 0.85% | 0.94% | 347 | +8 | 0.1% | Q1 2026 | Apr 23, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 7,811 | 5,449 | 0.18% | 0.2% | 348 | +280 | 3.72% | Q1 2026 | May 13, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 7,759 | 5,413 | 0.23% | 0.23% | 349 | +759 | 10.84% | Q1 2026 | Apr 30, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 7,689 | 5,364 | 0.03% | 0.03% | 350 | -342 | -4.26% | Q1 2026 | Apr 15, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 7,688 | 5,364 | 0.39% | 0.42% | 351 | +285 | 3.85% | Q1 2026 | Jul 29, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 7,655 | 5,340 | 0.25% | 0.52% | 352 | -6,720 | -46.75% | Q1 2026 | Apr 28, 2026 |
| Waldron Private Wealth LLC | History | Added to | 7,620 | 5,316 | 0.21% | 0.15% | 353 | +2,716 | 55.38% | Q1 2026 | Apr 10, 2026 |
| Marion Wealth Management | History | Added to | 7,617 | 5,314 | 1.18% | 1.27% | 354 | +43 | 0.57% | Q1 2026 | May 12, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 7,542 | 5,262 | 3.44% | 4.66% | 355 | -1,831 | -19.53% | Q1 2026 | May 07, 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | History | Added to | 7,525 | 5,250 | 3.43% | 2.36% | 356 | +1,987 | 35.88% | Q1 2026 | Apr 16, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 7,522 | 5,248 | 0.12% | 0.15% | 357 | -522 | -6.49% | Q1 2026 | May 15, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | Added to | 7,506 | 5,237 | 3.78% | 3.87% | 358 | +702 | 10.32% | Q1 2026 | May 08, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 7,483 | 5,220 | 0.07% | 0.1% | 359 | +131 | 1.78% | Q1 2026 | May 12, 2026 |
| Eley Financial Management, Inc | History | Reduced | 7,461 | 5,205 | 1.88% | 2.09% | 360 | -258 | -3.34% | Q1 2026 | May 19, 2026 |
| WMG Financial Advisors, LLC | History | Added to | 7,457 | 5,202 | 2.17% | 1.51% | 361 | +2,595 | 53.37% | Q1 2026 | Apr 23, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 7,382 | 5,149 | 0.46% | 0.38% | 362 | -1,238 | -14.36% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 7,357 | 5,132 | 0.08% | 0.08% | 363 | +811 | 12.39% | Q1 2026 | May 13, 2026 |
| Sierra Capital LLC | History | No change | 7,340 | 5,121 | 0.56% | 0.59% | 364 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bulwark Capital Corp | History | Reduced | 7,298 | 5,091 | 3.14% | 4.04% | 365 | -232 | -3.08% | Q1 2026 | Apr 07, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Reduced | 7,250 | 5,058 | 0.46% | 0.46% | 366 | -70 | -0.96% | Q1 2026 | Apr 30, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 7,244 | 5,054 | 0.1% | 0.1% | 367 | +79 | 1.1% | Q1 2026 | May 12, 2026 |
| PeakShares LLC | History | Reduced | 7,222 | 5,038 | 4.62% | 5.52% | 368 | -278 | -3.71% | Q1 2026 | May 05, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 7,201 | 5,024 | 0.15% | 0.16% | 369 | -101 | -1.38% | Q1 2026 | May 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 7,119 | 4,967 | 0.18% | 0.21% | 370 | -743 | -9.45% | Q1 2026 | Apr 14, 2026 |
| Ignite Planners, LLC | History | Reduced | 7,088 | 4,944 | 0.76% | 0.82% | 371 | -102 | -1.42% | Q1 2026 | Apr 17, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 7,079 | 4,939 | 0.14% | 0.05% | 372 | +4,821 | 213.51% | Q1 2026 | May 04, 2026 |
| MY Wealth Management Inc. | History | Added to | 9,043 | 4,904 | 4.75% | 5.57% | 373 | +563 | 6.64% | Q1 2026 | May 01, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 7,005 | 4,887 | 0.05% | 0.06% | 374 | -186 | -2.59% | Q1 2026 | Apr 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 6,976 | 4,867 | 0.3% | 0.23% | 375 | +664 | 10.52% | Q1 2026 | Apr 28, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 6,956 | 4,853 | 1.71% | 1.86% | 376 | -64 | -0.91% | Q1 2026 | Apr 20, 2026 |
| Tandem Investment Partners LLC | History | Added to | 6,952 | 4,850 | 4.11% | 4.32% | 377 | +154 | 2.27% | Q1 2026 | May 13, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 6,937 | 4,840 | 0.3% | 0.3% | 378 | +752 | 12.16% | Q1 2026 | Apr 20, 2026 |
| TRUST CO OF VERMONT | History | No change | 6,416 | 4,836 | 0.2% | 0.2% | 379 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ACORN CREEK CAPITAL LLC | History | Reduced | 6,927 | 4,833 | 1.73% | 1.93% | 380 | -182 | -2.56% | Q1 2026 | May 12, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 6,914 | 4,824 | 3.2% | 3.45% | 381 | -279 | -3.88% | Q1 2026 | Apr 21, 2026 |
| Innovative Wealth Building LLC | History | Added to | 6,905 | 4,817 | 3.39% | 3.34% | 382 | +818 | 13.44% | Q1 2026 | May 01, 2026 |
| Arkadios Wealth Advisors | History | Added to | 6,818 | 4,757 | 0.08% | 0.09% | 383 | +652 | 10.57% | Q1 2026 | May 18, 2026 |
| Joule Financial, LLC | History | Reduced | 6,768 | 4,722 | 1.38% | 1.55% | 384 | -116 | -1.69% | Q1 2026 | Apr 14, 2026 |
| VANGUARD GROUP INC | History | No change | 6,179 | 4,657 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| JM2 Capital Inc. | History | Reduced | 6,672 | 4,655 | 3.86% | 4.05% | 386 | -12 | -0.18% | Q1 2026 | Apr 27, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 45,141 | 4,650 | 0.1% | 0.14% | 387 | +37,419 | 484.58% | Q1 2026 | May 04, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 6,553 | 4,624 | 0.01% | 0.03% | 389 | +603 | 10.13% | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 6,628 | 4,624 | 0.29% | 0.32% | 388 | +168 | 2.6% | Q1 2026 | May 15, 2026 |
| Clifford Group, LLC | History | Added to | 6,601 | 4,605 | 3.55% | 3.73% | 390 | +197 | 3.08% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 6,582 | 4,591 | 0.02% | 0.03% | 391 | -4,766 | -42.0% | Q1 2026 | May 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 6,575 | 4,587 | 0.19% | — | 392 | +6,575 | New | Q1 2026 | May 14, 2026 |
| Zhang Financial LLC | History | Added to | 6,561 | 4,577 | 0.16% | 0.18% | 393 | +163 | 2.55% | Q1 2026 | May 06, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Reduced | 6,553 | 4,571 | 0.73% | 0.79% | 394 | -210 | -3.11% | Q1 2026 | May 04, 2026 |
| Asset Management Group, Inc. | History | Reduced | 6,542 | 4,564 | 0.74% | 0.81% | 395 | -89 | -1.34% | Q1 2026 | May 15, 2026 |
| Realta Investment Advisors | History | Reduced | 6,530 | 4,555 | 1.58% | 2.02% | 397 | -1,652 | -20.19% | Q1 2026 | Apr 22, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 6,529 | 4,555 | 0.2% | 0.23% | 396 | +31 | 0.48% | Q1 2026 | May 12, 2026 |
| SMITH, MOORE & CO. | History | Added to | 6,526 | 4,553 | 0.33% | 0.34% | 398 | +644 | 10.95% | Q1 2026 | May 05, 2026 |
| CENTRAL TRUST Co | History | Reduced | 6,507 | 4,540 | 0.09% | 0.1% | 399 | -9 | -0.14% | Q1 2026 | Apr 17, 2026 |
| Caprock Group, LLC | History | Reduced | 6,497 | 4,533 | 0.11% | 0.11% | 400 | -171 | -2.56% | Q1 2026 | May 11, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 6,478 | 4,519 | 0.05% | 0.06% | 401 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Sun Group Wealth Partners | History | Reduced | 6,457 | 4,505 | 3.54% | 4.16% | 402 | -415 | -6.04% | Q1 2026 | May 06, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 6,408 | 4,471 | 0.46% | 0.5% | 403 | -159 | -2.42% | Q1 2026 | May 08, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 6,401 | 4,466 | 0.33% | 0.36% | 404 | -24 | -0.37% | Q1 2026 | May 04, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Reduced | 6,398 | 4,464 | 2.23% | 1.58% | 405 | -82 | -1.27% | Q1 2026 | Apr 24, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 6,364 | 4,440 | 0.04% | 0.06% | 406 | -177 | -2.71% | Q1 2026 | May 13, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 6,354 | 4,433 | 0.07% | 0.08% | 407 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| McAdam, LLC | History | Added to | 6,330 | 4,416 | 0.2% | 0.21% | 408 | +122 | 1.97% | Q1 2026 | May 08, 2026 |
| SouthState Bank Corp | History | Added to | 6,326 | 4,413 | 0.21% | 0.13% | 409 | +2,602 | 69.87% | Q1 2026 | May 05, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 6,310 | 4,402 | 0.14% | 0.18% | 410 | -147 | -2.28% | Q1 2026 | May 07, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 6,306 | 4,400 | 0.23% | 0.25% | 411 | -8 | -0.13% | Q1 2026 | May 15, 2026 |
| Smith Salley Wealth Management | History | Reduced | 6,305 | 4,399 | 0.22% | 0.24% | 412 | -59 | -0.93% | Q1 2026 | Apr 16, 2026 |
| First Bancorp, Inc /ME/ | History | Reduced | 6,298 | 4,394 | 2.18% | 2.93% | 413 | -1,000 | -13.7% | Q1 2026 | Apr 20, 2026 |
| Farmers National Bank | History | Reduced | 6,295 | 4,392 | 0.97% | 1.12% | 414 | -366 | -5.49% | Q1 2026 | Jun 08, 2026 |
| Kovack Advisors, Inc. | History | Added to | 6,214 | 4,388 | 0.23% | 0.17% | 415 | +1,396 | 28.97% | Q1 2026 | May 12, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 6,276 | 4,379 | 0.03% | 0.03% | 417 | +590 | 10.38% | Q1 2026 | May 01, 2026 |
| Busey Bank | History | Reduced | 6,277 | 4,379 | 0.12% | 0.12% | 416 | -13 | -0.21% | Q1 2026 | Apr 28, 2026 |
| Go Invest LLC | History | Added to | 6,267 | 4,372 | 1.25% | 1.26% | 418 | +1,194 | 23.54% | Q1 2026 | Aug 05, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 6,202 | 4,326 | 2.9% | 3.29% | 419 | -87 | -1.38% | Q1 2026 | Apr 14, 2026 |
| Latko Wealth Management, Ltd. | History | Added to | 6,185 | 4,315 | 2.1% | 1.85% | 420 | +1,173 | 23.4% | Q1 2026 | Apr 29, 2026 |
| STEPHENS INC /AR/ | History | Added to | 6,184 | 4,314 | 0.05% | 0.05% | 421 | +930 | 17.7% | Q1 2026 | Apr 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 6,183 | 4,310 | 0.01% | 0.01% | 422 | -1,845 | -22.98% | Q1 2026 | May 01, 2026 |
| MontVue Capital Management, Inc. | History | Reduced | 6,160 | 4,297 | 2.93% | 3.09% | 423 | -8 | -0.13% | Q1 2026 | Apr 16, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 6,141 | 4,284 | 0.77% | 0.74% | 424 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vanguard National Trust Co | History | New | 6,113 | 4,265 | 0.27% | — | 425 | +6,113 | New | Q1 2026 | May 08, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 6,076 | 4,239 | 0.11% | 0.12% | 426 | -57 | -0.93% | Q1 2026 | May 01, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 6,071 | 4,235 | 1.49% | 1.83% | 427 | -1,073 | -15.02% | Q1 2026 | May 05, 2026 |
| Dakota Wealth Management | History | Reduced | 6,028 | 4,206 | 0.09% | 0.09% | 428 | -843 | -12.27% | Q1 2026 | May 07, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 5,997 | 4,184 | 0.03% | 0.03% | 429 | +499 | 9.08% | Q1 2026 | May 11, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Added to | 5,997 | 4,184 | 3.35% | 3.55% | 430 | +96 | 1.63% | Q1 2026 | May 12, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 5,961 | 4,159 | 0.22% | 0.42% | 431 | -1,910 | -24.27% | Q1 2026 | May 14, 2026 |
| Thomasville National Bank | History | No change | 5,470 | 4,123 | 0.26% | 0.26% | 432 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 5,878 | 4,101 | 0.26% | 0.28% | 433 | -72 | -1.21% | Q1 2026 | Apr 14, 2026 |
| Sharper & Granite LLC | History | Reduced | 5,861 | 4,089 | 1.4% | 1.56% | 434 | -21 | -0.36% | Q1 2026 | Apr 08, 2026 |
| Idaho Trust Co | History | Added to | 5,847 | 4,079 | 1.33% | 1.44% | 435 | +72 | 1.25% | Q1 2026 | May 08, 2026 |
| RFG Advisory, LLC | History | Added to | 5,838 | 4,073 | 0.07% | 0.05% | 436 | +2,287 | 64.4% | Q1 2026 | Apr 17, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 5,834 | 4,070 | 0.67% | 0.77% | 437 | -766 | -11.61% | Q1 2026 | Apr 24, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Added to | 5,825 | 4,064 | 1.65% | 0.54% | 438 | +4,150 | 247.76% | Q1 2026 | Apr 28, 2026 |
| Vision Retirement, LLC | History | Added to | 5,820 | 4,060 | 1.15% | 1.07% | 439 | +509 | 9.58% | Q1 2026 | May 07, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 5,768 | 4,024 | 0.07% | 0.08% | 440 | -272 | -4.5% | Q1 2026 | Apr 21, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 5,761 | 4,019 | 0.08% | 0.1% | 441 | -1,115 | -16.22% | Q1 2026 | May 15, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 5,719 | 3,989 | 2.54% | 2.75% | 442 | +309 | 5.71% | Q1 2026 | Apr 27, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 5,711 | 3,984 | 0.34% | 0.22% | 443 | +2,312 | 68.02% | Q1 2026 | May 07, 2026 |
| Wolff Financial Management LLC | History | Added to | 5,708 | 3,982 | 0.88% | 0.97% | 444 | +5 | 0.09% | Q1 2026 | Apr 15, 2026 |
| Ciovacco Capital Management LLC | History | Reduced | 5,706 | 3,981 | 2.32% | 2.17% | 445 | -49 | -0.85% | Q1 2026 | May 11, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 5,670 | 3,956 | 0.92% | 1.02% | 446 | -221 | -3.75% | Q1 2026 | Apr 17, 2026 |
| CERTUITY, LLC | History | Reduced | 5,646 | 3,939 | 0.26% | 0.28% | 447 | -323 | -5.41% | Q1 2026 | May 11, 2026 |
| Everest Financial Group LLC | History | New | 5,643 | 3,937 | 0.65% | — | 448 | +5,643 | New | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 5,629 | 3,928 | 0.19% | 0.2% | 449 | -57 | -1.0% | Q1 2026 | May 18, 2026 |
| Orographic Financial Advisors, LLC | History | New | 5,629 | 3,927 | 2.78% | — | 450 | +5,629 | New | Q1 2026 | May 19, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 5,562 | 3,880 | 0.99% | 1.21% | 451 | -129 | -2.27% | Q1 2026 | Apr 06, 2026 |
| Simmons Bank | History | Reduced | 5,550 | 3,872 | 0.26% | 0.29% | 452 | -111 | -1.96% | Q1 2026 | Apr 23, 2026 |
| Squarepoint Ops LLC | History | Reduced | 5,524 | 3,854 | 0.0% | 0.01% | 453 | -9,920 | -64.23% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 5,511 | 3,845 | 0.54% | 0.54% | 454 | +336 | 6.49% | Q1 2026 | Apr 24, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 5,502 | 3,839 | 0.21% | 0.24% | 455 | -51 | -0.92% | Q1 2026 | May 13, 2026 |
| Concentrum Wealth Management | History | Added to | 5,457 | 3,807 | 1.12% | 1.06% | 456 | +431 | 8.58% | Q1 2026 | May 04, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 5,453 | 3,804 | 0.44% | 0.51% | 457 | +1 | 0.02% | Q1 2026 | May 08, 2026 |
| Quantitative Investment Management, LLC | History | New | 5,407 | 3,772 | 0.39% | — | 459 | +5,407 | New | Q1 2026 | May 15, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 5,407 | 3,772 | 0.4% | 0.42% | 458 | +63 | 1.18% | Q1 2026 | May 07, 2026 |
| Ballast, Inc. | History | Added to | 5,273 | 3,679 | 0.85% | 0.91% | 460 | +92 | 1.78% | Q1 2026 | May 15, 2026 |
| RBA Wealth Management, LLC | History | Reduced | 5,272 | 3,678 | 1.32% | 1.35% | 461 | -11 | -0.21% | Q1 2026 | Apr 22, 2026 |
| Parker Investment Management, LLC | History | Reduced | 5,254 | 3,666 | 0.56% | 0.57% | 462 | -105 | -1.96% | Q1 2026 | May 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 5,082 | 3,621 | 0.32% | 0.34% | 463 | +2 | 0.04% | Q1 2026 | May 11, 2026 |
| Odyssey Capital Advisors, Inc. | History | Reduced | 5,178 | 3,612 | 3.24% | 3.76% | 464 | -441 | -7.85% | Q1 2026 | Apr 29, 2026 |
| Western Wealth Management, LLC | History | Added to | 20,460 | 3,596 | 0.14% | 0.58% | 465 | +3,729 | 22.29% | Q1 2026 | Jun 18, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 5,116 | 3,569 | 0.68% | 0.58% | 466 | +14 | 0.27% | Q1 2026 | May 11, 2026 |
| Apollon Financial, LLC | History | Reduced | 5,092 | 3,552 | 0.49% | 1.73% | 467 | -10,703 | -67.76% | Q1 2026 | Apr 22, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 5,086 | 3,548 | 1.4% | 1.55% | 468 | -26 | -0.51% | Q1 2026 | Apr 13, 2026 |
| BRIGHTON JONES LLC | History | New | 5,050 | 3,523 | 0.08% | — | 469 | +5,050 | New | Q1 2026 | Aug 06, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 5,038 | 3,514 | 0.12% | 0.13% | 470 | +137 | 2.8% | Q1 2026 | Apr 20, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 5,035 | 3,513 | 0.28% | 0.29% | 471 | -6 | -0.12% | Q1 2026 | May 28, 2026 |
| Compound Planning, Inc. | History | Added to | 5,031 | 3,510 | 0.11% | 0.11% | 472 | +34 | 0.68% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 5,028 | 3,508 | 0.09% | 0.2% | 473 | -5,785 | -53.5% | Q1 2026 | May 15, 2026 |
| LAM GROUP, INC. | History | Reduced | 4,983 | 3,476 | 1.91% | 2.16% | 474 | -25 | -0.5% | Q1 2026 | Apr 22, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | No change | 4,968 | 3,466 | 1.35% | 1.42% | 475 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 4,928 | 3,438 | 0.01% | 0.02% | 476 | -4,291 | -46.55% | Q1 2026 | Apr 24, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 4,927 | 3,438 | 0.1% | 0.14% | 477 | -1,655 | -25.14% | Q1 2026 | Apr 21, 2026 |
| Trilogy Capital Inc. | History | Reduced | 4,919 | 3,431 | 0.15% | 0.19% | 478 | -667 | -11.94% | Q1 2026 | Apr 21, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 4,912 | 3,427 | 0.24% | 0.27% | 479 | -152 | -3.0% | Q1 2026 | May 12, 2026 |
| Smith Asset Management Co., LLC | History | Added to | 4,883 | 3,406 | 2.92% | 2.89% | 480 | +246 | 5.31% | Q1 2026 | May 14, 2026 |
| StoneX Group Inc. | History | Reduced | 4,881 | 3,405 | 0.18% | 0.17% | 481 | -190 | -3.75% | Q1 2026 | May 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 4,876 | 3,402 | 0.11% | 0.13% | 482 | -405 | -7.67% | Q1 2026 | May 11, 2026 |
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC | History | Reduced | 4,806 | 3,353 | 3.14% | 3.25% | 483 | -4 | -0.08% | Q1 2026 | May 15, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 4,805 | 3,352 | 0.36% | 0.35% | 484 | +382 | 8.64% | Q1 2026 | May 13, 2026 |
| FIRST HORIZON CORP | History | Reduced | 4,763 | 3,323 | 0.14% | 0.16% | 485 | -14 | -0.29% | Q1 2026 | Apr 30, 2026 |
| Bison Wealth, LLC | History | Added to | 29,092 | 3,300 | 0.32% | 0.3% | 486 | +25,364 | 680.36% | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 4,712 | 3,287 | 0.18% | 0.21% | 487 | -166 | -3.4% | Q1 2026 | Apr 24, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 4,697 | 3,277 | 1.47% | 1.52% | 488 | +2 | 0.04% | Q1 2026 | May 13, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 4,692 | 3,273 | 0.08% | 0.08% | 489 | -50 | -1.05% | Q1 2026 | May 08, 2026 |
| BARCLAYS PLC | History | Added to | 4,634 | 3,233 | 0.0% | 0.0% | 490 | +3,790 | 449.05% | Q1 2026 | May 14, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 4,621 | 3,224 | 0.31% | 0.32% | 491 | +139 | 3.1% | Q1 2026 | Apr 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 4,619 | 3,222 | 0.04% | 0.04% | 492 | +5 | 0.11% | Q1 2026 | May 13, 2026 |
| Garde Capital, Inc. | History | Added to | 4,612 | 3,218 | 0.19% | 0.2% | 493 | +127 | 2.83% | Q1 2026 | Apr 28, 2026 |
| NBT BANK N A /NY | History | Added to | 4,602 | 3,211 | 0.21% | 0.22% | 494 | +3,348 | 266.99% | Q1 2026 | Apr 28, 2026 |
| JNBA Financial Advisors | History | Reduced | 4,597 | 3,207 | 0.27% | 0.3% | 495 | -14 | -0.3% | Q1 2026 | Apr 22, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 4,592 | 3,204 | 0.23% | 0.23% | 496 | +356 | 8.4% | Q1 2026 | May 15, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 4,589 | 3,201 | 0.4% | 0.39% | 497 | +564 | 14.01% | Q1 2026 | May 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 4,564 | 3,184 | 0.02% | 0.06% | 498 | -5,270 | -53.59% | Q1 2026 | Apr 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 4,558 | 3,180 | 0.25% | 0.32% | 499 | -855 | -15.8% | Q1 2026 | May 13, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 4,554 | 3,177 | 0.31% | 0.34% | 500 | +10 | 0.22% | Q1 2026 | Apr 27, 2026 |
| Peregrine Asset Advisers, Inc. | History | Added to | 4,548 | 3,173 | 0.85% | 0.88% | 501 | +408 | 9.86% | Q1 2026 | Apr 24, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 4,547 | 3,172 | 0.06% | 0.06% | 502 | -3 | -0.07% | Q1 2026 | May 14, 2026 |
| Ascent Group, LLC | History | Reduced | 4,505 | 3,143 | 0.11% | 0.12% | 503 | -106 | -2.3% | Q1 2026 | May 15, 2026 |
| John A. Wolfe & Associates, Inc. | History | Reduced | 4,493 | 3,135 | 4.81% | 1.87% | 504 | -90 | -1.96% | Q1 2026 | May 04, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | Reduced | 4,646 | 3,106 | 2.56% | 2.75% | 505 | -221 | -4.54% | Q1 2026 | May 04, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 27,210 | 3,087 | 0.18% | 0.17% | 506 | +23,796 | 697.01% | Q1 2026 | May 14, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 4,396 | 3,067 | 0.63% | 0.78% | 507 | +150 | 3.53% | Q1 2026 | Apr 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 4,394 | 3,065 | 0.05% | 0.06% | 508 | +76 | 1.76% | Q1 2026 | May 04, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 4,381 | 3,056 | 0.06% | 0.07% | 509 | -402 | -8.4% | Q1 2026 | Apr 15, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 4,374 | 3,051 | 0.35% | 0.36% | 510 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| NBC SECURITIES, INC. | History | Added to | 4,358 | 3,041 | 0.23% | 0.24% | 511 | +72 | 1.68% | Q1 2026 | Apr 14, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Added to | 4,338 | 3,026 | 1.4% | 1.46% | 512 | +50 | 1.17% | Q1 2026 | Apr 13, 2026 |
| Belvedere Trading LLC | History | Added to | 4,316 | 3,011 | 0.0% | 0.0% | 513 | +1,916 | 79.83% | Q1 2026 | May 12, 2026 |
| Truepoint, Inc. | History | No change | 4,307 | 3,005 | 0.07% | 0.07% | 514 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 4,289 | 2,992 | 0.12% | 0.14% | 515 | -59 | -1.36% | Q1 2026 | Apr 28, 2026 |
| Curated Wealth Partners LLC | History | Reduced | 4,284 | 2,989 | 0.38% | 0.35% | 516 | -9 | -0.21% | Q1 2026 | Apr 09, 2026 |
| Sovran Advisors, LLC | History | Added to | 28,961 | 2,988 | 0.23% | 0.22% | 517 | +25,478 | 731.5% | Q1 2026 | May 01, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Added to | 4,107 | 2,980 | 2.18% | 1.13% | 519 | +2,058 | 100.44% | Q1 2026 | May 08, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 4,271 | 2,980 | 0.11% | 0.13% | 518 | -432 | -9.19% | Q1 2026 | May 11, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 4,257 | 2,970 | 0.12% | 0.14% | 520 | +2,544 | 148.51% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 4,237 | 2,956 | 0.0% | 0.0% | 521 | +2,042 | 93.03% | Q1 2026 | May 13, 2026 |
| Hopwood Financial Services, Inc. | History | Reduced | 4,220 | 2,944 | 1.98% | 2.31% | 522 | -129 | -2.97% | Q1 2026 | May 07, 2026 |
| Clearstead Advisors, LLC | History | Added to | 4,202 | 2,931 | 0.03% | 0.03% | 523 | +581 | 16.05% | Q1 2026 | May 06, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 3,733 | 2,927 | 0.18% | 0.19% | 524 | -84 | -2.2% | Q1 2026 | Apr 20, 2026 |
| Symphony Financial Services, Inc. | History | Reduced | 4,179 | 2,915 | 1.5% | 1.66% | 525 | -127 | -2.95% | Q1 2026 | May 07, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 4,175 | 2,912 | 0.04% | 0.04% | 526 | -130 | -3.02% | Q1 2026 | May 01, 2026 |
| Rathbones Group PLC | History | Reduced | 4,168 | 2,908 | 0.01% | 0.02% | 527 | -978 | -19.01% | Q1 2026 | May 12, 2026 |
| Composition Wealth, LLC | History | Reduced | 4,144 | 2,891 | 0.04% | 0.05% | 528 | -143 | -3.34% | Q1 2026 | Apr 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 4,142 | 2,890 | 0.02% | 0.02% | 529 | +256 | 6.59% | Q1 2026 | Apr 07, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 4,141 | 2,889 | 1.08% | 1.09% | 530 | -18 | -0.43% | Q1 2026 | May 11, 2026 |
| GTS SECURITIES LLC | History | Reduced | 4,121 | 2,875 | 0.1% | 0.53% | 531 | -16,467 | -79.98% | Q1 2026 | May 14, 2026 |
| Archford Capital Strategies, LLC | History | No change | 4,120 | 2,874 | 0.33% | 0.36% | 532 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Apella Capital, LLC | History | Added to | 3,564 | 2,871 | 0.04% | 0.04% | 533 | +1,155 | 47.95% | Q1 2026 | Apr 20, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Reduced | 4,109 | 2,866 | 0.32% | 0.37% | 534 | -481 | -10.48% | Q1 2026 | Apr 30, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 4,105 | 2,863 | 0.75% | 0.71% | 535 | -176 | -4.11% | Q1 2026 | May 11, 2026 |
| VVR Holdings LLC | History | Added to | 4,101 | 2,861 | 1.48% | 1.51% | 536 | +235 | 6.08% | Q1 2026 | Apr 16, 2026 |
| HRT FINANCIAL LP | History | New | 4,092 | 2,855 | 0.01% | — | 538 | +4,092 | New | Q1 2026 | May 14, 2026 |
| LPWM LLC | History | Added to | 4,092 | 2,855 | 0.72% | 0.63% | 537 | +768 | 23.1% | Q1 2026 | Apr 08, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 4,060 | 2,832 | 0.3% | 0.32% | 539 | -9 | -0.22% | Q1 2026 | May 04, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 4,023 | 2,806 | 0.04% | 0.04% | 540 | +10 | 0.25% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Added to | 4,019 | 2,803 | 0.14% | 0.14% | 541 | +121 | 3.1% | Q1 2026 | May 05, 2026 |
| CMG Global Holdings, LLC | History | Reduced | 4,017 | 2,802 | 1.33% | 1.75% | 542 | -1,460 | -26.66% | Q1 2026 | May 01, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 3,978 | 2,775 | 0.05% | 0.05% | 543 | +836 | 26.61% | Q1 2026 | May 11, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 3,967 | 2,767 | 0.92% | 1.04% | 544 | +173 | 4.56% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Added to | 3,942 | 2,750 | 0.08% | 0.05% | 545 | +1,518 | 62.62% | Q1 2026 | May 13, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 3,888 | 2,712 | 0.17% | 0.13% | 546 | +1,023 | 35.71% | Q1 2026 | May 14, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 3,884 | 2,709 | 0.14% | 0.15% | 547 | -55 | -1.4% | Q1 2026 | May 04, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 3,841 | 2,679 | 0.29% | 0.34% | 548 | -218 | -5.37% | Q1 2026 | Apr 24, 2026 |
| TruWealth Advisors, LLC | History | Added to | 3,832 | 2,672 | 0.13% | 0.14% | 549 | +116 | 3.12% | Q1 2026 | Apr 09, 2026 |
| NWM ADVISORS, LLC | History | Added to | 3,827 | 2,670 | 2.43% | 2.41% | 551 | +150 | 4.08% | Q1 2026 | May 13, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Added to | 3,826 | 2,670 | 1.22% | 1.35% | 550 | +26 | 0.68% | Q1 2026 | May 14, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 3,783 | 2,639 | 0.11% | 0.1% | 552 | +94 | 2.55% | Q1 2026 | May 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 3,738 | 2,607 | 0.96% | 1.1% | 553 | -297 | -7.36% | Q1 2026 | May 08, 2026 |
| Global Wealth Management, LLC | History | Reduced | 3,688 | 2,573 | 1.4% | 1.62% | 555 | -295 | -7.41% | Q1 2026 | Apr 16, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 3,688 | 2,573 | 0.0% | 0.0% | 554 | -140 | -3.66% | Q1 2026 | May 15, 2026 |
| Capital Management Associates, Inc | History | Added to | 3,683 | 2,569 | 0.58% | 0.56% | 556 | +295 | 8.71% | Q1 2026 | Apr 22, 2026 |
| TSFG, LLC | History | Reduced | 3,677 | 2,565 | 0.39% | 0.44% | 557 | -210 | -5.4% | Q1 2026 | Apr 27, 2026 |
| Leelyn Smith, LLC | History | No change | 3,655 | 2,550 | 0.36% | 0.4% | 558 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WESBANCO BANK INC | History | Added to | 3,649 | 2,545 | 0.07% | 0.07% | 559 | +217 | 6.32% | Q1 2026 | Apr 21, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 3,642 | 2,541 | 2.14% | 2.32% | 560 | +40 | 1.11% | Q1 2026 | Apr 22, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 3,627 | 2,530 | 0.04% | 0.05% | 561 | -271 | -6.95% | Q1 2026 | May 05, 2026 |
| One Capital Management, LLC | History | Added to | 3,625 | 2,529 | 0.07% | 0.07% | 562 | +380 | 11.71% | Q1 2026 | May 12, 2026 |
| GPM Growth Investors, Inc. | History | Added to | 3,607 | 2,516 | 1.06% | 1.02% | 563 | +128 | 3.68% | Q1 2026 | Apr 24, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 3,577 | 2,495 | 1.07% | 1.16% | 564 | -26 | -0.72% | Q1 2026 | Apr 20, 2026 |
| Tower View Wealth Management LLC | History | Added to | 3,523 | 2,458 | 1.26% | 1.29% | 565 | +63 | 1.82% | Q1 2026 | Apr 20, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 3,497 | 2,440 | 0.34% | 0.28% | 566 | +766 | 28.05% | Q1 2026 | Apr 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 3,487 | 2,432 | 0.0% | 0.0% | 567 | +190 | 5.76% | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 3,226 | 2,431 | 0.05% | 0.05% | 568 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 3,452 | 2,412 | 0.58% | 0.76% | 569 | -757 | -17.99% | Q1 2026 | May 01, 2026 |
| W ADVISORS, LLC | History | Reduced | 3,453 | 2,409 | 1.23% | 1.33% | 570 | -66 | -1.88% | Q1 2026 | Apr 29, 2026 |
| Synergy Financial Group, LTD | History | Added to | 3,450 | 2,407 | 1.81% | 1.78% | 571 | +84 | 2.5% | Q1 2026 | May 14, 2026 |
| Brookwood Investment Group LLC | History | Added to | 3,430 | 2,393 | 0.3% | 0.31% | 572 | +4 | 0.12% | Q1 2026 | May 04, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 3,410 | 2,379 | 0.13% | 0.14% | 573 | +1,869 | 121.28% | Q1 2026 | Apr 22, 2026 |
| LOM Asset Management Ltd | History | Reduced | 3,405 | 2,375 | 0.68% | 0.76% | 574 | -70 | -2.01% | Q1 2026 | May 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 3,391 | 2,366 | 0.74% | 0.82% | 575 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | Reduced | 3,384 | 2,361 | 2.23% | 2.4% | 576 | -70 | -2.03% | Q1 2026 | May 15, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 3,370 | 2,351 | 0.36% | 0.39% | 577 | +10 | 0.3% | Q1 2026 | May 01, 2026 |
| tru Independence LLC | History | Reduced | 3,368 | 2,350 | 1.16% | 0.7% | 578 | -292 | -7.98% | Q1 2026 | Apr 22, 2026 |
| Gross & Hartman Investments LLC | History | Added to | 3,363 | 2,346 | 1.22% | 0.98% | 580 | +1,073 | 46.86% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 3,363 | 2,346 | 0.0% | 0.0% | 579 | -203 | -5.69% | Q1 2026 | May 15, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 3,338 | 2,328 | 0.8% | 0.83% | 581 | +171 | 5.4% | Q1 2026 | May 13, 2026 |
| Cannell & Spears LLC | History | Reduced | 3,337 | 2,327 | 0.05% | 0.05% | 582 | -230 | -6.45% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 3,325 | 2,320 | 0.02% | 0.04% | 583 | -1,494 | -31.0% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Reduced | 3,322 | 2,318 | 0.0% | 0.01% | 584 | -675 | -16.89% | Q1 2026 | May 14, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 3,321 | 2,317 | 0.08% | 0.08% | 585 | -7 | -0.21% | Q1 2026 | May 06, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 3,304 | 2,305 | 0.02% | 0.02% | 586 | +228 | 7.41% | Q1 2026 | May 08, 2026 |
| City State Bank | History | Added to | 3,302 | 2,303 | 0.6% | 0.64% | 587 | +215 | 6.96% | Q1 2026 | Apr 20, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 3,300 | 2,302 | 0.0% | 0.02% | 588 | -17,850 | -84.4% | Q1 2026 | May 11, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 3,275 | 2,285 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WHITTIER TRUST CO | History | Reduced | 3,188 | 2,283 | 0.03% | 0.03% | 590 | -499 | -13.53% | Q1 2026 | Apr 28, 2026 |
| Birchcreek Wealth Management, LLC | History | Reduced | 3,255 | 2,271 | 1.09% | 1.23% | 592 | -55 | -1.66% | Q1 2026 | May 08, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 3,256 | 2,271 | 0.07% | 0.08% | 591 | -28 | -0.85% | Q1 2026 | May 15, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 3,233 | 2,255 | 0.14% | 0.28% | 593 | -2,393 | -42.53% | Q1 2026 | Apr 27, 2026 |
| Sowell Financial Services LLC | History | Added to | 3,226 | 2,250 | 0.08% | 0.05% | 594 | +1,357 | 72.61% | Q1 2026 | Apr 20, 2026 |
| Darrow Company, Inc. | History | No change | 3,363 | 2,248 | 1.01% | 1.14% | 595 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MBL Wealth, LLC | History | Reduced | 3,214 | 2,242 | 0.17% | 0.2% | 596 | -16 | -0.5% | Q1 2026 | Apr 28, 2026 |
| Evercore Wealth Management, LLC | History | No change | 3,175 | 2,215 | 0.03% | 0.04% | 597 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Carnegie Investment Counsel | History | Added to | 3,173 | 2,213 | 0.04% | 0.03% | 598 | +762 | 31.61% | Q1 2026 | May 01, 2026 |
| Brooklyn Investment Group | History | Added to | 3,173 | 2,213 | 0.07% | 0.09% | 599 | +555 | 21.2% | Q1 2026 | Apr 29, 2026 |
| Ballentine Partners, LLC | History | Added to | 3,170 | 2,211 | 0.03% | 0.02% | 600 | +1,508 | 90.73% | Q1 2026 | May 14, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 3,136 | 2,188 | 0.72% | 0.92% | 601 | +6 | 0.19% | Q1 2026 | Apr 17, 2026 |
| Visionary Wealth Advisors | History | Added to | 3,132 | 2,185 | 0.1% | 0.06% | 602 | +1,254 | 66.77% | Q1 2026 | May 13, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 3,115 | 2,173 | 0.07% | 0.07% | 603 | +438 | 16.36% | Q1 2026 | May 07, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 3,105 | 2,166 | 0.08% | 0.08% | 604 | -26 | -0.83% | Q1 2026 | May 06, 2026 |
| Black Diamond Financial, LLC | History | Added to | 3,093 | 2,157 | 0.24% | 0.24% | 605 | +19 | 0.62% | Q1 2026 | May 05, 2026 |
| Evanson Asset Management, LLC | History | Added to | 3,088 | 2,154 | 0.12% | 0.13% | 606 | +6 | 0.19% | Q1 2026 | Apr 08, 2026 |
| DAVIS R M INC | History | Reduced | 3,082 | 2,150 | 0.04% | 0.04% | 607 | -23 | -0.74% | Q1 2026 | May 13, 2026 |
| Blackston Financial Advisory Group, LLC | History | Added to | 3,072 | 2,143 | 1.34% | 1.4% | 608 | +28 | 0.92% | Q1 2026 | Apr 23, 2026 |
| Douglass Winthrop Advisors, LLC | History | Reduced | 3,070 | 2,142 | 0.04% | 0.04% | 609 | -125 | -3.91% | Q1 2026 | May 13, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 3,064 | 2,138 | 0.56% | 0.57% | 610 | +343 | 12.61% | Q1 2026 | Apr 21, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 3,065 | 2,138 | 1.16% | 1.24% | 611 | +33 | 1.09% | Q1 2026 | May 12, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 3,063 | 2,137 | 0.58% | 0.58% | 612 | -49 | -1.57% | Q1 2026 | Apr 28, 2026 |
| FOREFRONT WEALTH MANAGEMENT INC. | History | No change | 2,833 | 2,135 | 1.53% | 1.53% | 613 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LM Advisors LLC | History | Reduced | 1,489 | 2,134 | 0.03% | 0.05% | 615 | -492 | -24.84% | Q1 2026 | May 13, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 3,059 | 2,134 | 0.28% | 0.32% | 614 | -203 | -6.22% | Q1 2026 | Apr 23, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 3,052 | 2,129 | 0.23% | 0.23% | 616 | -4 | -0.13% | Q1 2026 | Apr 21, 2026 |
| Calamos Advisors LLC | History | New | 3,045 | 2,124 | 0.01% | — | 618 | +3,045 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Added to | 3,045 | 2,124 | 0.07% | 0.06% | 617 | +690 | 29.3% | Q1 2026 | May 04, 2026 |
| Marex Group plc | History | No change | 3,042 | 2,122 | 0.01% | 0.01% | 619 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | New | 20,462 | 2,103 | 0.67% | — | 620 | +20,462 | New | Q1 2026 | May 12, 2026 |
| HANOVER ADVISORS INC | History | No change | 3,014 | 2,102 | 0.85% | 0.88% | 621 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 24,007 | 2,094 | 0.0% | 0.02% | 622 | +636 | 2.72% | Q1 2026 | May 13, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 2,985 | 2,083 | 0.39% | 0.39% | 623 | -118 | -3.8% | Q1 2026 | May 20, 2026 |
| PFG Investments, LLC | History | Reduced | 2,980 | 2,079 | 0.1% | 0.2% | 624 | -2,641 | -46.98% | Q1 2026 | Apr 27, 2026 |
| Guardian Capital, LLC | History | Reduced | 2,963 | 2,067 | 1.98% | 2.55% | 625 | -823 | -21.74% | Q1 2026 | May 11, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 2,943 | 2,053 | 0.49% | 0.53% | 626 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Retireful, LLC | History | Added to | 2,941 | 2,051 | 2.89% | 2.61% | 627 | +202 | 7.37% | Q1 2026 | Apr 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 2,936 | 2,048 | 0.04% | 0.05% | 628 | -452 | -13.34% | Q1 2026 | May 07, 2026 |
| CWS Financial Advisors, LLC | History | Reduced | 2,928 | 2,043 | 0.52% | 0.6% | 629 | -18 | -0.61% | Q1 2026 | Apr 27, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 2,928 | 2,042 | 0.63% | 0.65% | 630 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Larson Financial Group LLC | History | Added to | 2,925 | 2,040 | 0.07% | 0.06% | 631 | +398 | 15.75% | Q1 2026 | May 15, 2026 |
| KDK Private Wealth Management, LLC | History | Added to | 2,922 | 2,038 | 1.86% | 1.87% | 632 | +75 | 2.63% | Q1 2026 | Apr 29, 2026 |
| Pathway Financial Advisors LLC | History | No change | 2,852 | 2,032 | 0.25% | 0.27% | 633 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| NWAM LLC | History | Added to | 2,908 | 2,029 | 0.12% | 0.12% | 634 | +16 | 0.55% | Q1 2026 | May 04, 2026 |
| HF Advisory Group, LLC | History | Reduced | 2,903 | 2,025 | 0.69% | 0.81% | 635 | -188 | -6.08% | Q1 2026 | Apr 21, 2026 |
| Schrum Private Wealth Management LLC | History | Reduced | 2,889 | 2,015 | 1.54% | 1.65% | 636 | -63 | -2.13% | Q1 2026 | May 08, 2026 |
| Finward Bancorp | History | Added to | 2,860 | 1,995 | 1.59% | 1.64% | 637 | +52 | 1.85% | Q1 2026 | Apr 10, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 2,843 | 1,983 | 0.34% | 0.34% | 638 | +255 | 9.85% | Q1 2026 | Apr 17, 2026 |
| One Day In July LLC | History | Added to | 2,806 | 1,957 | 0.16% | 0.17% | 639 | +1 | 0.04% | Q1 2026 | May 05, 2026 |
| North Star Investment Management Corp. | History | Added to | 2,803 | 1,955 | 0.12% | 0.12% | 640 | +273 | 10.79% | Q1 2026 | Apr 23, 2026 |
| ENTREWEALTH, LLC | History | No change | 2,798 | 1,952 | 0.87% | 0.93% | 641 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bayshore Capital Advisors, LLC | History | Reduced | 2,794 | 1,949 | 0.82% | 1.11% | 642 | -164 | -5.54% | Q1 2026 | Apr 14, 2026 |
| Midwest Trust Co | History | Reduced | 2,791 | 1,947 | 0.02% | 0.03% | 643 | -271 | -8.85% | Q1 2026 | May 01, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 2,906 | 1,943 | 0.11% | 0.13% | 644 | -358 | -10.97% | Q1 2026 | May 14, 2026 |
| Next Capital Management LLC | History | No change | 2,773 | 1,934 | 0.59% | 0.67% | 645 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 2,770 | 1,932 | 0.08% | 0.09% | 646 | +165 | 6.33% | Q1 2026 | Apr 28, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 2,762 | 1,927 | 0.15% | 0.2% | 647 | -473 | -14.62% | Q1 2026 | May 15, 2026 |
| Signature Equity Partners, LLC | History | Added to | 2,757 | 1,923 | 1.03% | 1.04% | 648 | +254 | 10.15% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Added to | 2,755 | 1,922 | 0.02% | 0.02% | 649 | +184 | 7.16% | Q1 2026 | Apr 20, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 2,748 | 1,917 | 0.11% | 0.11% | 650 | +169 | 6.55% | Q1 2026 | Apr 30, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 2,747 | 1,916 | 0.01% | 0.02% | 651 | -3,730 | -57.59% | Q1 2026 | Apr 29, 2026 |
| Dunhill Financial, LLC | History | Added to | 2,745 | 1,915 | 0.45% | 0.29% | 652 | +1,155 | 72.64% | Q1 2026 | May 06, 2026 |
| Valmark Advisers, Inc. | History | No change | 2,744 | 1,914 | 0.02% | 0.03% | 653 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 2,742 | 1,913 | 0.09% | 0.11% | 654 | -340 | -11.03% | Q1 2026 | May 04, 2026 |
| CRA Financial Services, LLC | History | Reduced | 2,738 | 1,910 | 0.25% | 0.28% | 656 | -59 | -2.11% | Q1 2026 | Apr 09, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 2,739 | 1,910 | 0.23% | 0.25% | 655 | -32 | -1.15% | Q1 2026 | May 05, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 2,719 | 1,897 | 0.03% | 0.03% | 657 | +383 | 16.4% | Q1 2026 | May 11, 2026 |
| IMC-Chicago, LLC | History | New | 2,715 | 1,894 | 0.0% | — | 658 | +2,715 | New | Q1 2026 | May 05, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 2,711 | 1,891 | 0.13% | 0.15% | 659 | +187 | 7.41% | Q1 2026 | Apr 17, 2026 |
| Systelligence, LLC | History | Reduced | 2,709 | 1,890 | 0.37% | 0.41% | 661 | -149 | -5.21% | Q1 2026 | Apr 21, 2026 |
| Affiance Financial, LLC | History | No change | 2,709 | 1,890 | 0.31% | 0.33% | 660 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 2,706 | 1,888 | 0.0% | — | 662 | +2,706 | New | Q1 2026 | May 15, 2026 |
| Rolek Wealth Management LLC | History | Reduced | 2,704 | 1,886 | 1.35% | 1.43% | 663 | -63 | -2.28% | Q1 2026 | Apr 22, 2026 |
| CDKV HOLDINGS LLC | History | Reduced | 2,698 | 1,882 | 1.65% | 1.71% | 664 | -11 | -0.41% | Q1 2026 | May 01, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 2,683 | 1,871 | 0.31% | 0.37% | 665 | -150 | -5.29% | Q1 2026 | May 04, 2026 |
| UNION SAVINGS BANK | History | No change | 2,674 | 1,865 | 0.82% | 0.87% | 666 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| AlTi Global, Inc. | History | Added to | 2,671 | 1,863 | 0.04% | 0.04% | 667 | +3 | 0.11% | Q1 2026 | May 07, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 2,668 | 1,861 | 0.26% | 0.29% | 668 | -80 | -2.91% | Q1 2026 | Apr 21, 2026 |
| FineMark National Bank & Trust | History | No change | 2,449 | 1,846 | 0.06% | 0.06% | 669 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 2,632 | 1,836 | 0.05% | 0.02% | 670 | +1,618 | 159.57% | Q1 2026 | May 14, 2026 |
| Krilogy Financial LLC | History | Reduced | 2,315 | 1,833 | 0.06% | 0.07% | 671 | -306 | -11.67% | Q1 2026 | Apr 17, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 2,617 | 1,825 | 0.88% | 0.92% | 672 | +78 | 3.07% | Q1 2026 | May 07, 2026 |
| National Philanthropic Trust | History | Reduced | 2,604 | 1,816 | 0.02% | 0.02% | 673 | -66 | -2.47% | Q1 2026 | May 15, 2026 |
| Capital Square, LLC | History | Added to | 17,332 | 1,805 | 0.83% | 0.87% | 674 | +15,070 | 666.22% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 2,578 | 1,798 | 0.03% | 0.03% | 675 | -164 | -5.98% | Q1 2026 | Apr 17, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 2,578 | 1,798 | 0.18% | 0.2% | 676 | +51 | 2.02% | Q1 2026 | May 06, 2026 |
| Safe Harbor Family Capital, LLC | History | Added to | 2,557 | 1,784 | 1.4% | 1.37% | 677 | +492 | 23.83% | Q1 2026 | May 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 2,555 | 1,783 | 0.19% | 0.18% | 678 | +412 | 19.23% | Q1 2026 | May 04, 2026 |
| Convergence Financial, LLC | History | Added to | 2,884 | 1,775 | 0.19% | 0.14% | 679 | +1,617 | 127.62% | Q1 2026 | May 11, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 2,353 | 1,773 | 1.51% | 1.51% | 680 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Community Bank, N.A. | History | Reduced | 2,540 | 1,772 | 0.21% | 0.24% | 681 | -135 | -5.05% | Q1 2026 | May 12, 2026 |
| Peachtree Investment Partners, LLC | History | Reduced | 2,538 | 1,771 | 0.67% | 0.68% | 682 | -180 | -6.62% | Q1 2026 | May 08, 2026 |
| Pines Wealth Management, LLC | History | Added to | 2,536 | 1,769 | 0.57% | 0.55% | 683 | +270 | 11.92% | Q1 2026 | Apr 08, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 2,512 | 1,752 | 0.01% | 0.01% | 684 | -289 | -10.32% | Q1 2026 | May 05, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 2,495 | 1,740 | 0.45% | 0.49% | 685 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Rinkey Investments | History | Added to | 2,491 | 1,738 | 0.44% | 0.35% | 687 | +675 | 37.17% | Q1 2026 | May 11, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 2,492 | 1,738 | 0.19% | 0.2% | 686 | +68 | 2.81% | Q1 2026 | May 12, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 2,488 | 1,735 | 0.04% | 0.05% | 688 | -587 | -19.09% | Q1 2026 | May 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 2,484 | 1,733 | 0.09% | 0.11% | 689 | -303 | -10.87% | Q1 2026 | Apr 23, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 2,478 | 1,729 | 0.8% | 0.94% | 690 | -263 | -9.6% | Q1 2026 | Apr 22, 2026 |
| JB Capital LLC | History | Added to | 2,463 | 1,718 | 0.07% | 0.07% | 691 | +196 | 8.65% | Q1 2026 | Apr 27, 2026 |
| Autumn Glory Partners, LLC | History | No change | 2,462 | 1,717 | 0.63% | 0.65% | 692 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Reduced | 2,445 | 1,706 | 0.54% | 0.61% | 693 | -174 | -6.64% | Q1 2026 | Apr 21, 2026 |
| Round Rock Advisors LLC | History | Reduced | 2,439 | 1,701 | 0.26% | 0.3% | 694 | -234 | -8.75% | Q1 2026 | May 15, 2026 |
| Keystone Financial Group | History | Added to | 7,855 | 1,699 | 0.12% | 0.13% | 695 | +5,589 | 246.65% | Q1 2026 | May 13, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 2,436 | 1,699 | 0.13% | 0.08% | 696 | +1,292 | 112.94% | Q1 2026 | Apr 16, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 2,428 | 1,694 | 0.1% | 0.04% | 697 | +1,673 | 221.59% | Q1 2026 | Apr 28, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 2,427 | 1,693 | 0.38% | 0.41% | 698 | +83 | 3.54% | Q1 2026 | Apr 27, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 2,419 | 1,687 | 0.05% | 0.06% | 699 | +128 | 5.59% | Q1 2026 | Apr 08, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 2,416 | 1,685 | 0.39% | 0.44% | 700 | -39 | -1.59% | Q1 2026 | May 06, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | Added to | 2,409 | 1,680 | 0.81% | 0.89% | 701 | +22 | 0.92% | Q1 2026 | May 15, 2026 |
| American Trust | History | Reduced | 2,406 | 1,678 | 0.15% | 0.2% | 702 | -696 | -22.44% | Q1 2026 | May 01, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 2,403 | 1,677 | 0.06% | 0.06% | 703 | -195 | -7.51% | Q1 2026 | May 14, 2026 |
| Zullo Investment Group, Inc. | History | Reduced | 2,382 | 1,661 | 0.63% | 0.68% | 704 | -86 | -3.48% | Q1 2026 | Apr 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2,378 | 1,659 | 0.01% | 0.01% | 705 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WJ Financial Advisors LLC | History | Reduced | 2,348 | 1,637 | 1.32% | 1.58% | 706 | -9 | -0.38% | Q1 2026 | May 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 2,337 | 1,630 | 0.04% | 0.09% | 707 | -2,392 | -50.58% | Q1 2026 | Apr 29, 2026 |
| Embree Financial Group | History | Added to | 2,334 | 1,628 | 0.19% | 0.22% | 708 | +5 | 0.21% | Q1 2026 | Apr 23, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 2,328 | 1,624 | 0.12% | 0.18% | 709 | -811 | -25.84% | Q1 2026 | Apr 29, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 2,322 | 1,620 | 0.33% | 0.35% | 710 | -23 | -0.98% | Q1 2026 | Apr 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 2,303 | 1,607 | 0.03% | 0.03% | 711 | -208 | -8.28% | Q1 2026 | Apr 20, 2026 |
| Trust Point Inc. | History | No change | 2,279 | 1,590 | 0.14% | 0.14% | 712 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Secure Asset Management, LLC | History | Added to | 2,275 | 1,587 | 0.25% | 0.26% | 713 | +79 | 3.6% | Q1 2026 | Apr 09, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 2,264 | 1,579 | 0.73% | 0.75% | 714 | +154 | 7.3% | Q1 2026 | Apr 21, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 2,259 | 1,576 | 0.65% | 0.73% | 715 | -109 | -4.6% | Q1 2026 | Apr 08, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 2,256 | 1,574 | 0.05% | 0.04% | 716 | +435 | 23.89% | Q1 2026 | Apr 24, 2026 |
| Kellett Wealth Advisors, LLC | History | Added to | 2,244 | 1,565 | 0.85% | 0.92% | 717 | +107 | 5.01% | Q1 2026 | May 04, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 2,240 | 1,562 | 0.02% | 0.01% | 718 | +1,118 | 99.64% | Q1 2026 | Apr 27, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 2,229 | 1,555 | 0.18% | 0.19% | 719 | -11 | -0.49% | Q1 2026 | May 06, 2026 |
| Plancorp, LLC | History | Reduced | 2,092 | 1,554 | 0.04% | 0.05% | 720 | -7 | -0.33% | Q1 2026 | Apr 14, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 2,062 | 1,554 | 0.42% | 0.42% | 721 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Resolute Advisors LLC | History | Reduced | 2,222 | 1,550 | 0.64% | 1.1% | 722 | -2,270 | -50.53% | Q1 2026 | May 07, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 2,202 | 1,536 | 0.4% | 0.43% | 723 | +2 | 0.09% | Q1 2026 | Apr 08, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 2,197 | 1,532 | 0.99% | 1.08% | 724 | -30 | -1.35% | Q1 2026 | Apr 24, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Reduced | 2,192 | 1,529 | 0.8% | 0.47% | 725 | -108 | -4.7% | Q1 2026 | Apr 15, 2026 |
| ARWA LLC | History | Reduced | 2,041 | 1,510 | 0.75% | 1.04% | 726 | -314 | -13.33% | Q1 2026 | Apr 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 2,162 | 1,508 | 0.09% | 0.08% | 727 | +356 | 19.71% | Q1 2026 | May 12, 2026 |
| Choate Investment Advisors | History | No change | 2,155 | 1,503 | 0.03% | 0.03% | 728 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cascades Capital Asset Management, LLC | History | Added to | 2,153 | 1,502 | 0.63% | 0.67% | 729 | +36 | 1.7% | Q1 2026 | May 15, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 2,127 | 1,483 | 0.65% | 0.69% | 730 | +137 | 6.88% | Q1 2026 | May 27, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 2,123 | 1,481 | 1.0% | 0.99% | 731 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 2,114 | 1,475 | 0.02% | 0.02% | 732 | +921 | 77.2% | Q1 2026 | Apr 21, 2026 |
| Banco BTG Pactual S.A. | History | New | 2,104 | 1,468 | 0.13% | — | 733 | +2,104 | New | Q1 2026 | May 12, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 2,099 | 1,464 | 0.84% | 0.96% | 734 | +56 | 2.74% | Q1 2026 | Apr 22, 2026 |
| OneAscent Financial Services LLC | History | Added to | 2,095 | 1,461 | 0.08% | 0.14% | 735 | +22 | 1.06% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 2,078 | 1,450 | 0.1% | 0.08% | 736 | +461 | 28.51% | Q1 2026 | Apr 21, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 2,068 | 1,442 | 0.05% | 0.03% | 737 | +1,019 | 97.14% | Q1 2026 | May 14, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 2,064 | 1,440 | 0.08% | 0.1% | 738 | -60 | -2.82% | Q1 2026 | May 14, 2026 |
| Advisory Advocates, LLC | History | Reduced | 2,061 | 1,438 | 1.47% | 1.56% | 739 | -18 | -0.87% | Q1 2026 | May 05, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 2,059 | 1,436 | 0.4% | 0.51% | 740 | -41 | -1.95% | Q1 2026 | May 13, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 2,050 | 1,430 | 0.23% | 0.26% | 742 | +137 | 7.16% | Q1 2026 | Apr 30, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 2,050 | 1,430 | 0.41% | 0.47% | 741 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Falcon Wealth Planning | History | Reduced | 2,047 | 1,428 | 0.1% | 0.13% | 743 | -60 | -2.85% | Q1 2026 | Apr 20, 2026 |
| Blue Fin Capital, Inc. | History | Added to | 2,035 | 1,420 | 0.23% | 0.21% | 745 | +202 | 11.02% | Q1 2026 | May 28, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 2,035 | 1,420 | 0.02% | 0.03% | 744 | -163 | -7.42% | Q1 2026 | Apr 10, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 2,031 | 1,417 | 0.02% | 0.02% | 746 | +76 | 3.89% | Q1 2026 | May 08, 2026 |
| Berger Financial Group, Inc | History | Added to | 2,031 | 1,417 | 0.08% | 0.09% | 747 | +11 | 0.54% | Q1 2026 | Apr 28, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 2,028 | 1,415 | 0.12% | 0.1% | 748 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 2,028 | 1,414 | 0.03% | 0.03% | 749 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 2,025 | 1,412 | 0.82% | — | 750 | +2,025 | New | Q1 2026 | May 12, 2026 |
| Mainstream Capital Management LLC | History | Reduced | 2,016 | 1,406 | 0.94% | 1.0% | 751 | -12 | -0.59% | Q1 2026 | Apr 17, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 2,014 | 1,405 | 0.57% | 0.61% | 752 | +6 | 0.3% | Q1 2026 | May 08, 2026 |
| RM Financial Services, LLC | History | Added to | 2,012 | 1,403 | 1.21% | 1.19% | 753 | +236 | 13.29% | Q1 2026 | May 14, 2026 |
| APS Management Group, Inc. | History | Added to | 2,010 | 1,402 | 1.2% | 1.28% | 754 | +29 | 1.46% | Q1 2026 | Apr 15, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | No change | 2,001 | 1,395 | 0.23% | 0.25% | 755 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Key FInancial Inc | History | Added to | 1,999 | 1,394 | 0.25% | 0.27% | 757 | +60 | 3.09% | Q1 2026 | Apr 24, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 1,999 | 1,394 | 0.17% | 0.21% | 756 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Birch Hill Investment Advisors LLC | History | Added to | 1,995 | 1,391 | 0.06% | 0.06% | 758 | +165 | 9.02% | Q1 2026 | Apr 29, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 1,986 | 1,385 | 0.08% | 0.12% | 759 | -646 | -24.54% | Q1 2026 | Apr 09, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 2,060 | 1,377 | 0.09% | 0.45% | 760 | -10,903 | -84.11% | Q1 2026 | Apr 24, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 1,828 | 1,377 | 0.07% | 0.07% | 761 | -36 | -1.93% | Q1 2026 | Apr 08, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 1,969 | 1,373 | 0.09% | 0.11% | 762 | -426 | -17.79% | Q1 2026 | May 15, 2026 |
| ATX Financial Planning, LLC | History | Added to | 1,967 | 1,372 | 1.04% | 1.1% | 763 | +77 | 4.07% | Q1 2026 | Apr 30, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 1,966 | 1,371 | 0.06% | 0.07% | 764 | -3 | -0.15% | Q1 2026 | Jun 08, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 1,957 | 1,365 | 0.2% | 0.23% | 765 | -11 | -0.56% | Q1 2026 | May 11, 2026 |
| CHRISTINE MESSMER PC | History | Reduced | 1,951 | 1,361 | 0.87% | 0.97% | 766 | -21 | -1.06% | Q1 2026 | Apr 21, 2026 |
| Leo H. Evart, Inc. | History | New | 1,937 | 1,351 | 1.16% | — | 768 | +1,937 | New | Q1 2026 | May 13, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 1,937 | 1,351 | 0.29% | 0.31% | 767 | +2 | 0.1% | Q1 2026 | May 04, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,932 | 1,347 | 0.02% | 0.03% | 770 | -261 | -11.9% | Q1 2026 | Apr 07, 2026 |
| GREENLEAF TRUST | History | Added to | 1,932 | 1,347 | 0.01% | 0.01% | 769 | +101 | 5.52% | Q1 2026 | Apr 27, 2026 |
| Americana Partners, LLC | History | Added to | 1,931 | 1,347 | 0.03% | 0.04% | 771 | +82 | 4.43% | Q1 2026 | May 12, 2026 |
| DOLIVER ADVISORS, LP | History | No change | 1,927 | 1,344 | 0.31% | 0.36% | 772 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Bogart Wealth, LLC | History | Added to | 1,924 | 1,342 | 0.05% | 0.05% | 773 | +210 | 12.25% | Q1 2026 | Apr 28, 2026 |
| Allied Investment Advisors, LLC | History | No change | 1,924 | 1,342 | 0.19% | 0.22% | 774 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Clarius Group, LLC | History | No change | 1,775 | 1,337 | 0.08% | 0.08% | 775 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SmartHarvest Portfolios, LLC | History | Added to | 1,915 | 1,336 | 0.56% | 0.47% | 776 | +135 | 7.58% | Q1 2026 | Apr 20, 2026 |
| Advocate Investing Services LLC | History | Reduced | 1,914 | 1,335 | 1.13% | 1.3% | 777 | -10 | -0.52% | Q1 2026 | Apr 22, 2026 |
| HCR Wealth Advisors | History | Added to | 1,905 | 1,329 | 0.14% | 0.14% | 778 | +32 | 1.71% | Q1 2026 | Apr 21, 2026 |
| Aventus Investment Advisors, Inc. | History | Reduced | 1,905 | 1,329 | 1.12% | 1.16% | 779 | -2 | -0.1% | Q1 2026 | Apr 15, 2026 |
| Unique Wealth Strategies, LLC | History | Reduced | 1,904 | 1,328 | 0.54% | 0.57% | 780 | -41 | -2.11% | Q1 2026 | Jul 15, 2026 |
| M Holdings Securities, Inc. | History | New | 11,539 | 1,323 | 0.09% | — | 781 | +11,539 | New | Q1 2026 | May 12, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 1,893 | 1,320 | 0.43% | 0.49% | 782 | -89 | -4.49% | Q1 2026 | May 01, 2026 |
| PDS Planning, Inc | History | Added to | 1,882 | 1,313 | 0.09% | 0.09% | 783 | +10 | 0.53% | Q1 2026 | Apr 21, 2026 |
| Advisory Alpha, LLC | History | Reduced | 1,873 | 1,308 | 0.04% | 0.04% | 784 | -104 | -5.26% | Q1 2026 | May 14, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 1,876 | 1,308 | 0.55% | 0.5% | 785 | +93 | 5.22% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 14,953 | 1,304 | 0.0% | 0.02% | 786 | +850 | 6.03% | Q1 2026 | May 14, 2026 |
| BIP Wealth, LLC | History | Reduced | 1,866 | 1,302 | 0.05% | 0.43% | 788 | -14,284 | -88.45% | Q1 2026 | Apr 27, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | Added to | 1,867 | 1,302 | 0.77% | 0.76% | 787 | +292 | 18.54% | Q1 2026 | May 15, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 1,816 | 1,300 | 0.36% | 0.43% | 789 | -158 | -8.0% | Q1 2026 | Apr 08, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 1,860 | 1,297 | 0.52% | 0.65% | 791 | -326 | -14.91% | Q1 2026 | Apr 08, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 1,859 | 1,297 | 0.12% | 0.14% | 790 | -143 | -7.14% | Q1 2026 | Apr 16, 2026 |
| Main Street Group, LTD | History | Added to | 1,859 | 1,296 | 0.38% | 0.46% | 792 | +89 | 5.03% | Q1 2026 | May 06, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 1,852 | 1,292 | 0.04% | 0.07% | 793 | -2,174 | -54.0% | Q1 2026 | Apr 21, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 1,848 | 1,289 | 0.12% | 0.12% | 794 | +20 | 1.09% | Q1 2026 | May 04, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 1,843 | 1,286 | 0.13% | 0.14% | 795 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Ramsay, Stattman, Vela & Price, Inc. | History | No change | 1,839 | 1,283 | 0.25% | 0.25% | 796 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BOS Asset Management, LLC | History | No change | 1,819 | 1,269 | 0.32% | 0.37% | 797 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 1,801 | 1,256 | 0.05% | 0.05% | 798 | -3 | -0.17% | Q1 2026 | Apr 16, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Reduced | 1,799 | 1,255 | 0.58% | 0.66% | 799 | -87 | -4.61% | Q1 2026 | May 05, 2026 |
| TAGStone Capital, Inc. | History | Added to | 1,794 | 1,251 | 0.44% | 0.5% | 800 | +2 | 0.11% | Q1 2026 | May 11, 2026 |
| HUB Investment Partners, LLC | History | Added to | 1,789 | 1,248 | 0.03% | 0.03% | 801 | +263 | 17.23% | Q1 2026 | May 15, 2026 |
| Advisor OS, LLC | History | New | 1,786 | 1,246 | 0.09% | — | 802 | +1,786 | New | Q1 2026 | May 07, 2026 |
| Ethos Capital Management, Inc. | History | Reduced | 1,784 | 1,244 | 1.07% | 1.63% | 803 | -512 | -22.3% | Q1 2026 | Apr 07, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 1,777 | 1,239 | 0.16% | 0.19% | 804 | +63 | 3.68% | Q1 2026 | Apr 28, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 1,772 | 1,236 | 0.22% | — | 805 | +1,772 | New | Q1 2026 | Apr 28, 2026 |
| Bank Pictet & Cie (Europe) AG | History | Added to | 1,760 | 1,227 | 0.03% | 0.02% | 806 | +662 | 60.29% | Q1 2026 | Apr 14, 2026 |
| Addison Capital Co | History | New | 1,758 | 1,226 | 0.22% | — | 808 | +1,758 | New | Q1 2026 | Apr 29, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 1,758 | 1,226 | 0.63% | 0.64% | 807 | +104 | 6.29% | Q1 2026 | May 13, 2026 |
| Chesapeake Wealth Management | History | No change | 1,757 | 1,225 | 0.38% | 0.39% | 809 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| AVISO WEALTH MANAGEMENT | History | Reduced | 1,753 | 1,223 | 0.55% | 0.56% | 810 | -10 | -0.57% | Q1 2026 | May 08, 2026 |
| Heritage Trust Co | History | Added to | 1,735 | 1,210 | 0.12% | 0.12% | 811 | +108 | 6.64% | Q1 2026 | May 13, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 1,723 | 1,202 | 0.05% | 0.05% | 812 | +68 | 4.11% | Q1 2026 | Apr 30, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 1,716 | 1,197 | 0.85% | 0.99% | 813 | +36 | 2.14% | Q1 2026 | Apr 29, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 1,713 | 1,195 | 0.06% | 0.07% | 814 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 1,713 | 1,194 | 0.05% | 0.06% | 815 | -3 | -0.17% | Q1 2026 | May 08, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | No change | 1,706 | 1,190 | 0.5% | 0.54% | 816 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 1,697 | 1,184 | 0.15% | 0.14% | 817 | -1 | -0.06% | Q1 2026 | Jun 23, 2026 |
| Family Office Research LLC | History | Reduced | 1,696 | 1,183 | 0.51% | 0.56% | 818 | -98 | -5.46% | Q1 2026 | May 13, 2026 |
| Capital Squared Financial LLC | History | Reduced | 1,695 | 1,182 | 0.9% | 1.1% | 819 | -173 | -9.26% | Q1 2026 | May 01, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 1,692 | 1,181 | 0.04% | 0.04% | 820 | +49 | 2.98% | Q1 2026 | May 06, 2026 |
| Moment Partners, LLC | History | Reduced | 1,691 | 1,179 | 0.21% | 0.3% | 821 | -266 | -13.59% | Q1 2026 | May 04, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 1,686 | 1,176 | 0.83% | 1.06% | 822 | -174 | -9.35% | Q1 2026 | Apr 29, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Reduced | 1,677 | 1,170 | 0.53% | 0.56% | 823 | -5 | -0.3% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 1,672 | 1,166 | 0.01% | 0.03% | 824 | -3,400 | -67.03% | Q1 2026 | May 13, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 1,671 | 1,165 | 0.68% | 2.3% | 825 | -3,588 | -68.23% | Q1 2026 | May 11, 2026 |
| Gallacher Capital Management LLC | History | No change | 1,669 | 1,164 | 0.45% | 0.49% | 826 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 1,666 | 1,162 | 0.39% | 0.41% | 827 | +1 | 0.06% | Q1 2026 | May 08, 2026 |
| IPG Investment Advisors LLC | History | No change | 1,638 | 1,142 | 0.2% | 0.22% | 828 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 1,637 | 1,141 | 0.04% | 0.05% | 829 | +1 | 0.06% | Q1 2026 | May 07, 2026 |
| Sequent Planning LLC | History | Added to | 1,627 | 1,135 | 0.27% | 0.31% | 830 | +36 | 2.26% | Q1 2026 | Apr 21, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 1,526 | 1,133 | 0.14% | 0.15% | 831 | +3 | 0.2% | Q1 2026 | Apr 22, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 1,623 | 1,132 | 0.13% | 0.25% | 832 | -801 | -33.04% | Q1 2026 | May 15, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 1,613 | 1,125 | 0.12% | 0.04% | 833 | +1,154 | 251.42% | Q1 2026 | May 11, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 1,611 | 1,123 | 0.07% | 0.09% | 834 | -194 | -10.75% | Q1 2026 | May 06, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | No change | 1,606 | 1,120 | 0.18% | 0.19% | 835 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| AA Financial Advisors, LLC | History | Added to | 1,602 | 1,118 | 0.16% | 0.22% | 836 | +1 | 0.06% | Q1 2026 | Apr 20, 2026 |
| Colter Lewis Investment Partners LLC | History | No change | 1,601 | 1,117 | 1.05% | 1.39% | 837 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 1,600 | 1,116 | 0.02% | 0.01% | 838 | +119 | 8.04% | Q1 2026 | Apr 30, 2026 |
| Csenge Advisory Group | History | Reduced | 1,582 | 1,103 | 0.05% | 0.06% | 839 | -186 | -10.52% | Q1 2026 | Apr 30, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 1,575 | 1,098 | 0.95% | 1.58% | 841 | -903 | -36.44% | Q1 2026 | May 06, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 1,575 | 1,098 | 0.06% | 0.06% | 840 | +82 | 5.49% | Q1 2026 | Apr 20, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 1,574 | 1,097 | 0.65% | 0.61% | 842 | -4,894 | -75.66% | Q1 2026 | Apr 16, 2026 |
| McGuire Investment Group, LLC | History | Reduced | 1,572 | 1,096 | 0.12% | 0.17% | 843 | -537 | -25.46% | Q1 2026 | Apr 28, 2026 |
| Level Wealth Management LLC | History | Reduced | 1,569 | 1,094 | 0.51% | 0.68% | 845 | -197 | -11.16% | Q1 2026 | Apr 27, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 1,569 | 1,094 | 0.09% | 0.1% | 844 | -49 | -3.03% | Q1 2026 | May 05, 2026 |
| MOR Wealth Management, LLC | History | Reduced | 1,567 | 1,093 | 0.5% | 0.55% | 846 | -20 | -1.26% | Q1 2026 | Apr 24, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 1,563 | 1,091 | 0.0% | 0.0% | 847 | +103 | 7.05% | Q1 2026 | May 14, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 1,564 | 1,091 | 0.05% | 0.05% | 848 | -4 | -0.26% | Q1 2026 | Apr 09, 2026 |
| Trivant Custom Portfolio Group, LLC | History | Added to | 1,554 | 1,084 | 0.59% | 0.5% | 849 | +400 | 34.66% | Q1 2026 | May 14, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 1,553 | 1,083 | 0.37% | 0.42% | 850 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 1,550 | 1,081 | 0.32% | 0.35% | 851 | +22 | 1.44% | Q1 2026 | May 05, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 1,547 | 1,079 | 0.06% | 0.06% | 852 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 1,545 | 1,078 | 0.04% | 0.05% | 854 | -176 | -10.23% | Q1 2026 | Apr 14, 2026 |
| Ledyard National Bank | History | Reduced | 1,546 | 1,078 | 0.09% | 0.1% | 853 | -10 | -0.64% | Q1 2026 | Apr 24, 2026 |
| Bensler, LLC | History | Reduced | 1,545 | 1,077 | 0.11% | 0.12% | 855 | -33 | -2.09% | Q1 2026 | May 01, 2026 |
| Applied Capital LLC | History | New | 1,541 | 1,075 | 0.4% | — | 856 | +1,541 | New | Q1 2026 | Apr 22, 2026 |
| Forum Financial Management, LP | History | Added to | 1,538 | 1,073 | 0.02% | 0.01% | 857 | +280 | 22.26% | Q1 2026 | Apr 23, 2026 |
| Sherry Group, Inc. | History | Reduced | 1,527 | 1,065 | 1.16% | 1.23% | 858 | -15 | -0.97% | Q1 2026 | May 05, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,514 | 1,056 | 0.07% | 0.07% | 859 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 1,511 | 1,054 | 0.15% | 0.16% | 860 | -28 | -1.82% | Q1 2026 | Apr 15, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 1,503 | 1,048 | 0.11% | 0.12% | 861 | -131 | -8.02% | Q1 2026 | May 15, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 1,502 | 1,047 | 0.12% | 0.13% | 862 | -72 | -4.57% | Q1 2026 | Apr 15, 2026 |
| Westmount Partners, LLC | History | Added to | 1,500 | 1,046 | 0.26% | 0.25% | 864 | +150 | 11.11% | Q1 2026 | Apr 16, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 1,500 | 1,046 | 0.26% | 0.27% | 863 | +55 | 3.81% | Q1 2026 | Apr 17, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 1,492 | 1,041 | 0.13% | 0.15% | 865 | -5 | -0.33% | Q1 2026 | Apr 20, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 1,487 | 1,037 | 0.01% | 0.01% | 866 | -26 | -1.72% | Q1 2026 | May 14, 2026 |
| Kropog Financial Group, LLC | History | Reduced | 1,485 | 1,036 | 0.84% | 0.9% | 868 | -59 | -3.82% | Q1 2026 | Apr 24, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Added to | 1,485 | 1,036 | 0.12% | 0.14% | 867 | +53 | 3.7% | Q1 2026 | Apr 13, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 1,482 | 1,034 | 0.07% | 0.08% | 869 | -20 | -1.33% | Q1 2026 | May 14, 2026 |
| May Hill Capital, LLC | History | Added to | 1,480 | 1,032 | 0.26% | 0.29% | 870 | +43 | 2.99% | Q1 2026 | May 06, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 1,475 | 1,029 | 0.07% | 0.08% | 871 | -94 | -5.99% | Q1 2026 | May 12, 2026 |
| North Forty Two & Co. | History | Added to | 1,472 | 1,027 | 0.95% | 1.04% | 872 | +6 | 0.41% | Q1 2026 | Apr 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 1,462 | 1,020 | 0.05% | 0.07% | 873 | -275 | -15.83% | Q1 2026 | May 07, 2026 |
| NICOLET BANKSHARES INC | History | Reduced | 1,455 | 1,019 | 0.04% | 0.22% | 875 | -394 | -21.31% | Q1 2026 | May 14, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 1,460 | 1,019 | 0.07% | 0.07% | 874 | -35 | -2.34% | Q1 2026 | Apr 28, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 1,454 | 1,014 | 0.08% | 0.08% | 877 | +42 | 2.97% | Q1 2026 | May 15, 2026 |
| Latitude Advisors, LLC | History | Reduced | 1,454 | 1,014 | 0.46% | 0.49% | 878 | -38 | -2.55% | Q1 2026 | Apr 27, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 1,454 | 1,014 | 0.11% | 0.12% | 876 | +10 | 0.69% | Q1 2026 | May 04, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,452 | 1,013 | 0.06% | 0.06% | 879 | -15 | -1.02% | Q1 2026 | May 15, 2026 |
| Nilsine Partners, LLC | History | Added to | 9,680 | 1,009 | 0.08% | 0.09% | 880 | +8,290 | 596.4% | Q1 2026 | Apr 29, 2026 |
| Maia Wealth LLC | History | Added to | 1,446 | 1,008 | 0.17% | 0.17% | 881 | +43 | 3.06% | Q1 2026 | May 08, 2026 |
| Grove Street Fiduciary, LLC | History | Added to | 1,446 | 1,008 | 0.44% | 0.45% | 882 | +18 | 1.26% | Q1 2026 | Apr 22, 2026 |
| WNY Asset Management, LLC | History | New | 1,443 | 1,006 | 0.1% | — | 883 | +1,443 | New | Q1 2026 | May 22, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 1,437 | 1,002 | 0.1% | 0.12% | 884 | -73 | -4.83% | Q1 2026 | May 08, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 1,431 | 998 | 0.66% | 0.73% | 885 | +2 | 0.14% | Q1 2026 | Apr 21, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 1,426 | 994 | 0.07% | 0.08% | 886 | -5 | -0.35% | Q1 2026 | Apr 15, 2026 |
| Inspire Advisors, LLC | History | Reduced | 1,416 | 987 | 0.08% | 0.14% | 887 | -643 | -31.23% | Q1 2026 | May 15, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 1,415 | 987 | 0.68% | 0.7% | 888 | +1 | 0.07% | Q1 2026 | Apr 07, 2026 |
| GenTrust, LLC | History | No change | 1,411 | 984 | 0.04% | 0.05% | 889 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| KINTRA WEALTH, LLC | History | New | 1,409 | 983 | 0.07% | — | 893 | +1,409 | New | Q1 2026 | May 15, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 1,410 | 983 | 0.1% | 0.11% | 891 | -5 | -0.35% | Q1 2026 | May 07, 2026 |
| FULTON BANK, N.A. | History | No change | 1,410 | 983 | 0.03% | 0.04% | 890 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Sageworth Trust Co | History | No change | 1,410 | 983 | 0.04% | 0.05% | 892 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 1,301 | 981 | 0.03% | 0.03% | 894 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 1,405 | 980 | 0.64% | 0.73% | 895 | -11 | -0.78% | Q1 2026 | Apr 14, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 1,301 | 980 | 0.59% | 0.59% | 896 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| Sunflower Bank, N.A. | History | Added to | 1,404 | 979 | 0.25% | 0.24% | 897 | +130 | 10.2% | Q1 2026 | Apr 10, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 1,402 | 978 | 0.1% | 0.11% | 898 | +46 | 3.39% | Q1 2026 | May 11, 2026 |
| Lauer Wealth, LLC | History | Added to | 1,320 | 975 | 0.78% | 0.26% | 899 | +852 | 182.05% | Q1 2026 | Apr 13, 2026 |
| Altus Wealth Management, LLC | History | Reduced | 1,393 | 971 | 0.43% | 0.49% | 901 | -105 | -7.01% | Q1 2026 | Apr 21, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 1,392 | 971 | 0.01% | 0.01% | 900 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 1,390 | 969 | 0.47% | 0.49% | 902 | +30 | 2.21% | Q1 2026 | May 12, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 1,387 | 967 | 0.14% | 0.15% | 903 | +1 | 0.07% | Q1 2026 | Apr 21, 2026 |
| Daybright Advisory Services, Inc. | History | Reduced | 1,385 | 966 | 0.27% | 0.3% | 904 | -133 | -8.76% | Q1 2026 | May 12, 2026 |
| Archer Investment Management, LLC | History | New | 1,379 | 962 | 0.4% | — | 905 | +1,379 | New | Q1 2026 | Apr 08, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 1,375 | 959 | 0.64% | 0.68% | 906 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Shepherd Financial Partners LLC | History | No change | 1,372 | 957 | 0.09% | 0.1% | 907 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Avior Wealth Management, LLC | History | Added to | 1,369 | 955 | 0.03% | 0.03% | 908 | +41 | 3.09% | Q1 2026 | Apr 09, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 1,368 | 954 | 0.02% | 0.03% | 909 | -686 | -33.4% | Q1 2026 | May 14, 2026 |
| Legacy Advisors, LLC | History | Added to | 1,358 | 947 | 0.11% | 0.11% | 910 | +1 | 0.07% | Q1 2026 | May 05, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 1,357 | 946 | 0.03% | 0.03% | 911 | -20 | -1.45% | Q1 2026 | Apr 29, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,349 | 941 | 0.09% | 0.1% | 912 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Narus Financial Partners, LLC | History | Added to | 1,343 | 937 | 0.25% | 0.27% | 913 | +56 | 4.35% | Q1 2026 | Apr 21, 2026 |
| NorthLanding Financial Partners, LLC | History | Reduced | 1,341 | 935 | 0.75% | 0.82% | 914 | -12 | -0.89% | Q1 2026 | Apr 27, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 9,062 | 934 | 0.28% | 0.34% | 915 | +7,621 | 528.87% | Q1 2026 | Apr 30, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 1,337 | 932 | 0.13% | 0.21% | 916 | -712 | -34.75% | Q1 2026 | May 14, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 1,333 | 930 | 0.12% | 0.14% | 917 | -74 | -5.26% | Q1 2026 | Apr 27, 2026 |
| Indivisible Partners | History | Added to | 1,334 | 930 | 0.08% | 0.11% | 918 | +1 | 0.08% | Q1 2026 | Apr 30, 2026 |
| Alteri Wealth LLC | History | Added to | 1,332 | 929 | 0.3% | 0.3% | 919 | +83 | 6.65% | Q1 2026 | May 06, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 1,329 | 927 | 0.02% | 0.02% | 920 | +311 | 30.55% | Q1 2026 | Apr 15, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | New | 1,325 | 924 | 0.72% | — | 921 | +1,325 | New | Q1 2026 | May 04, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 1,381 | 923 | 0.01% | 0.01% | 922 | +267 | 23.97% | Q1 2026 | Apr 22, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 1,322 | 922 | 0.05% | 0.05% | 923 | -6 | -0.45% | Q1 2026 | Apr 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 1,316 | 918 | 0.04% | 0.06% | 924 | -53 | -3.87% | Q1 2026 | Apr 15, 2026 |
| Southland Equity Partners LLC | History | Added to | 1,317 | 918 | 0.18% | 0.19% | 926 | +32 | 2.49% | Q1 2026 | Apr 14, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 1,316 | 918 | 0.05% | 0.05% | 925 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 1,314 | 916 | 0.05% | 0.09% | 928 | -658 | -33.37% | Q1 2026 | Apr 30, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | No change | 1,314 | 916 | 0.43% | 0.46% | 927 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Ancora Advisors LLC | History | Added to | 1,313 | 915 | 0.02% | 0.02% | 929 | +280 | 27.11% | Q1 2026 | May 15, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | No change | 1,303 | 909 | 0.49% | 0.51% | 930 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clare Market Investments LLC | History | New | 1,300 | 907 | 0.19% | — | 932 | +1,300 | New | Q1 2026 | Apr 29, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 1,300 | 907 | 0.09% | 0.1% | 931 | +1 | 0.08% | Q1 2026 | Apr 22, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 1,297 | 905 | 0.05% | 0.07% | 933 | -441 | -25.37% | Q1 2026 | Apr 29, 2026 |
| Leo Wealth, LLC | History | Reduced | 1,296 | 904 | 0.07% | 0.07% | 934 | -27 | -2.04% | Q1 2026 | May 05, 2026 |
| United Advisor Group, LLC | History | Added to | 1,292 | 901 | 0.11% | 0.11% | 935 | +114 | 9.68% | Q1 2026 | Apr 17, 2026 |
| XY Planning Network, Inc. | History | Added to | 1,271 | 898 | 0.14% | 0.08% | 936 | +652 | 105.33% | Q1 2026 | Apr 14, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Reduced | 1,287 | 897 | 0.18% | 0.21% | 937 | -35 | -2.65% | Q1 2026 | Apr 20, 2026 |
| Greenhouse Wealth Management, LLC | History | No change | 1,286 | 897 | 0.55% | 0.57% | 938 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 1,284 | 895 | 0.18% | 0.19% | 939 | +34 | 2.72% | Q1 2026 | May 12, 2026 |
| SVB WEALTH LLC | History | Added to | 1,280 | 893 | 0.06% | 0.03% | 941 | +702 | 121.45% | Q1 2026 | Apr 17, 2026 |
| Passive Capital Management, LLC. | History | Reduced | 1,280 | 893 | 0.27% | 0.3% | 942 | -1 | -0.08% | Q1 2026 | May 14, 2026 |
| Bell Bank | History | No change | 1,281 | 893 | 0.04% | 0.04% | 940 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 1,273 | 888 | 0.01% | 0.01% | 943 | +33 | 2.66% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | Reduced | 1,272 | 887 | 0.01% | 0.02% | 944 | -547 | -30.07% | Q1 2026 | Jun 15, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 1,271 | 886 | 0.34% | 0.46% | 945 | +8 | 0.63% | Q1 2026 | May 15, 2026 |
| Tempo Wealth, LLC | History | Reduced | 1,269 | 885 | 0.15% | 0.18% | 946 | -83 | -6.14% | Q1 2026 | May 14, 2026 |
| SENTINEL TRUST CO LBA | History | New | 1,263 | 881 | 0.09% | — | 947 | +1,263 | New | Q1 2026 | May 07, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 1,261 | 879 | 0.11% | 0.09% | 948 | +246 | 24.24% | Q1 2026 | Apr 08, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,257 | 876 | 0.06% | 0.07% | 949 | -31 | -2.41% | Q1 2026 | May 05, 2026 |
| Performance Wealth Partners, LLC | History | Reduced | 1,255 | 875 | 0.03% | 0.03% | 950 | -12 | -0.95% | Q1 2026 | Apr 10, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 1,253 | 874 | 0.58% | 0.64% | 951 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Arkos Global Advisors | History | Reduced | 1,251 | 873 | 0.11% | 0.16% | 952 | -370 | -22.83% | Q1 2026 | May 13, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 1,250 | 872 | 0.24% | 0.18% | 953 | +680 | 119.3% | Q1 2026 | Apr 08, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 1,251 | 872 | 0.41% | 0.43% | 954 | +70 | 5.93% | Q1 2026 | May 12, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Added to | 1,248 | 870 | 0.13% | 0.14% | 955 | +10 | 0.81% | Q1 2026 | May 05, 2026 |
| Private Wealth Partners, LLC | History | No change | 1,245 | 868 | 0.07% | 0.07% | 956 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 1,242 | 867 | 0.19% | 0.21% | 957 | +69 | 5.88% | Q1 2026 | Apr 21, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | Added to | 1,236 | 862 | 0.55% | 0.58% | 958 | +7 | 0.57% | Q1 2026 | May 07, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 1,231 | 859 | 0.68% | 0.77% | 959 | +1 | 0.08% | Q1 2026 | May 05, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 1,229 | 857 | 0.06% | 0.06% | 960 | -10 | -0.81% | Q1 2026 | Apr 27, 2026 |
| NORDEN GROUP LLC | History | New | 1,224 | 854 | 0.08% | — | 961 | +1,224 | New | Q1 2026 | Apr 15, 2026 |
| RAM Investment Partners, LLC | History | Reduced | 1,222 | 852 | 0.15% | 0.19% | 962 | -200 | -14.06% | Q1 2026 | May 04, 2026 |
| Tidemark, LLC | History | Reduced | 1,222 | 852 | 0.22% | 0.27% | 963 | -55 | -4.31% | Q1 2026 | May 07, 2026 |
| Bonfire Financial | History | Added to | 1,217 | 849 | 0.64% | 0.68% | 964 | +1 | 0.08% | Q1 2026 | May 06, 2026 |
| R. W. Roge & Company, Inc. | History | No change | 1,215 | 847 | 0.4% | 0.45% | 965 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Financial Insights, Inc. | History | Added to | 1,213 | 846 | 0.27% | 0.31% | 966 | +2 | 0.17% | Q1 2026 | May 18, 2026 |
| Richmond Investment Services, LLC | History | Added to | 1,211 | 844 | 0.14% | 0.14% | 968 | +155 | 14.68% | Q1 2026 | Apr 29, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 1,211 | 844 | 0.24% | 0.27% | 967 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Facet Wealth, Inc. | History | Added to | 1,203 | 839 | 0.01% | 0.01% | 969 | +363 | 43.21% | Q1 2026 | May 07, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 1,202 | 838 | 0.12% | 0.14% | 970 | -105 | -8.03% | Q1 2026 | May 11, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 1,198 | 835 | 0.05% | 0.06% | 971 | -17 | -1.4% | Q1 2026 | May 05, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 1,192 | 831 | 0.05% | 0.06% | 972 | -78 | -6.14% | Q1 2026 | May 14, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 1,185 | 826 | 0.3% | 0.31% | 973 | +45 | 3.95% | Q1 2026 | Apr 30, 2026 |
| STATE STREET CORP | History | Reduced | 1,180 | 823 | 0.0% | 0.0% | 974 | -119 | -9.16% | Q1 2026 | May 15, 2026 |
| Eagle Strategies LLC | History | Reduced | 1,176 | 820 | 0.1% | 0.11% | 976 | -2 | -0.17% | Q1 2026 | Apr 20, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 1,177 | 820 | 0.44% | 0.49% | 977 | +1 | 0.09% | Q1 2026 | May 01, 2026 |
| Scissortail Wealth Management, LLC | History | No change | 1,176 | 820 | 0.16% | 0.2% | 975 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Canal Capital Management, LLC | History | Added to | 1,167 | 814 | 0.11% | 0.05% | 978 | +710 | 155.36% | Q1 2026 | Apr 27, 2026 |
| Peak Retirement Planning, Inc. | History | Reduced | 1,168 | 814 | 0.16% | 0.22% | 979 | -60 | -4.89% | Q1 2026 | May 11, 2026 |
| Aegis Wealth Management, Inc. | History | Added to | 1,162 | 810 | 0.64% | 0.66% | 981 | +44 | 3.94% | Q1 2026 | Apr 20, 2026 |
| Diversified Trust Co | History | No change | 1,161 | 810 | 0.02% | 0.02% | 980 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,156 | 806 | 0.02% | 0.02% | 982 | -197 | -14.56% | Q1 2026 | May 04, 2026 |
| Financial Guidance Group, Inc. | History | No change | 1,156 | 806 | 0.32% | 0.36% | 983 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Concord Wealth Partners | History | Added to | 1,155 | 805 | 0.1% | 0.11% | 984 | +53 | 4.81% | Q1 2026 | May 01, 2026 |
| Argent Trust Co | History | Reduced | 1,152 | 803 | 0.03% | 0.03% | 985 | -12 | -1.03% | Q1 2026 | May 13, 2026 |
| Rare Wolf Capital LLC | History | No change | 1,151 | 803 | 0.52% | 0.54% | 986 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 1,151 | 802 | 0.03% | 0.04% | 987 | +30 | 2.68% | Q1 2026 | May 14, 2026 |
| Heritage Wealth Advisors | History | Added to | 1,146 | 799 | 0.03% | 0.03% | 988 | +182 | 18.88% | Q1 2026 | May 13, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 1,128 | 797 | 0.01% | 0.02% | 989 | -211 | -15.76% | Q1 2026 | May 14, 2026 |
| First Growth Capital LLC | History | No change | 1,123 | 793 | 0.72% | 0.75% | 990 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PHYSICIANS FINANCIAL SERVICES, INC. | History | No change | 1,135 | 792 | 0.22% | 0.23% | 991 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 1,128 | 787 | 0.05% | 0.05% | 992 | -2 | -0.18% | Q1 2026 | May 12, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 1,126 | 785 | 0.19% | 0.37% | 993 | -1,040 | -48.01% | Q1 2026 | Apr 17, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 1,125 | 785 | 0.1% | 0.11% | 994 | -88 | -7.25% | Q1 2026 | Apr 13, 2026 |
| Clear Retirement Advice LLC | History | No change | 1,124 | 784 | 0.62% | 0.63% | 995 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Prairiewood Capital, LLC | History | New | 1,121 | 782 | 0.23% | — | 996 | +1,121 | New | Q1 2026 | Apr 16, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 1,120 | 781 | 0.03% | 0.16% | 997 | -4,200 | -78.95% | Q1 2026 | May 06, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 1,118 | 780 | 0.05% | 0.05% | 998 | +85 | 8.23% | Q1 2026 | May 21, 2026 |
| Cornerstone National Bank & Trust Co | History | New | 1,100 | 777 | 0.29% | — | 1000 | +1,100 | New | Q1 2026 | Apr 14, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | Reduced | 1,114 | 777 | 0.62% | 0.72% | 999 | -16 | -1.42% | Q1 2026 | May 05, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 1,113 | 776 | 0.23% | 0.32% | 1001 | -319 | -22.28% | Q1 2026 | Apr 20, 2026 |
| Everhart Financial Group, Inc. | History | No change | 1,112 | 775 | 0.07% | 0.08% | 1002 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 1,110 | 774 | 0.15% | 0.17% | 1004 | +11 | 1.0% | Q1 2026 | May 14, 2026 |
| MPS Loria Financial Planners, LLC | History | Added to | 1,110 | 774 | 0.2% | 0.21% | 1003 | +2 | 0.18% | Q1 2026 | May 08, 2026 |
| BAYBAN | History | No change | 1,105 | 770 | 0.67% | 0.74% | 1005 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HOWE & RUSLING INC | History | Added to | 1,097 | 765 | 0.05% | 0.05% | 1006 | +76 | 7.44% | Q1 2026 | Apr 28, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 1,097 | 765 | 0.02% | 0.02% | 1007 | -7 | -0.63% | Q1 2026 | May 11, 2026 |
| High Note Wealth, LLC | History | Added to | 1,096 | 764 | 0.15% | 0.15% | 1008 | +57 | 5.49% | Q1 2026 | May 11, 2026 |
| Redwood Financial Network Corp | History | Reduced | 1,094 | 763 | 0.5% | 0.99% | 1009 | -971 | -47.02% | Q1 2026 | May 14, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 1,090 | 760 | 0.06% | 0.08% | 1011 | -297 | -21.41% | Q1 2026 | Apr 24, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 1,090 | 760 | 0.06% | 0.06% | 1010 | -11 | -1.0% | Q1 2026 | Apr 13, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 1,090 | 760 | 0.21% | 0.23% | 1012 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Claret Asset Management Corp | History | Reduced | 1,088 | 759 | 0.09% | 0.1% | 1013 | -6 | -0.55% | Q1 2026 | May 11, 2026 |
| May Barnhard Investments LLC | History | No change | 1,087 | 759 | 0.37% | 0.39% | 1014 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Curran Financial Partners, LLC | History | Reduced | 1,083 | 755 | 0.14% | 3.28% | 1015 | -21,864 | -95.28% | Q1 2026 | Apr 15, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 1,078 | 752 | 0.32% | 0.35% | 1017 | +29 | 2.76% | Q1 2026 | May 11, 2026 |
| UMB Bank, n.a. | History | No change | 1,078 | 752 | 0.01% | 0.01% | 1016 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ascentis Independent Advisors | History | Added to | 1,077 | 751 | 0.06% | 0.1% | 1018 | +276 | 34.46% | Q1 2026 | Apr 28, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 1,076 | 750 | 0.34% | 0.31% | 1019 | -87 | -7.48% | Q1 2026 | May 05, 2026 |
| WEALTH EFFECTS LLC | History | No change | 1,076 | 750 | 0.27% | 0.25% | 1020 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Destiny Wealth Partners, LLC | History | New | 1,074 | 749 | 0.08% | — | 1023 | +1,074 | New | Q1 2026 | May 11, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 1,074 | 749 | 0.07% | 0.16% | 1022 | -778 | -42.01% | Q1 2026 | May 12, 2026 |
| Vickerman Investment Advisors, Inc. | History | No change | 1,074 | 749 | 0.16% | 0.16% | 1021 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Hamilton Wealth, LLC | History | New | 1,070 | 746 | 0.15% | — | 1024 | +1,070 | New | Q1 2026 | Jun 25, 2026 |
| Donalies Financial Planning, LLC | History | Reduced | 1,066 | 744 | 0.63% | 0.71% | 1025 | -46 | -4.14% | Q1 2026 | May 05, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 1,064 | 742 | 0.04% | 0.06% | 1026 | -355 | -25.02% | Q1 2026 | Apr 20, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 1,063 | 741 | 0.05% | 0.07% | 1027 | +79 | 8.03% | Q1 2026 | May 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,060 | 739 | 0.0% | 0.0% | 1028 | +102 | 10.65% | Q1 2026 | May 14, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 1,053 | 734 | 0.6% | 0.64% | 1029 | -19 | -1.77% | Q1 2026 | May 13, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 1,048 | 731 | 0.22% | 0.2% | 1030 | +148 | 16.44% | Q1 2026 | May 05, 2026 |
| Alchemi Wealth, LLC | History | Added to | 1,047 | 731 | 0.41% | 0.42% | 1031 | +18 | 1.75% | Q1 2026 | May 07, 2026 |
| Calder Financial LLC | History | Reduced | 1,033 | 729 | 0.72% | 0.89% | 1032 | -169 | -14.06% | Q1 2026 | Apr 07, 2026 |
| RB Capital Management, LLC | History | Added to | 1,045 | 728 | 0.15% | 0.15% | 1033 | +26 | 2.55% | Q1 2026 | May 14, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 1,042 | 727 | 0.09% | 0.0% | 1034 | +1,000 | 2380.95% | Q1 2026 | Apr 16, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 1,042 | 727 | 0.16% | 0.17% | 1035 | +106 | 11.32% | Q1 2026 | May 21, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 1,035 | 722 | 0.04% | 0.04% | 1036 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Chris Bulman Inc | History | Added to | 1,030 | 718 | 0.31% | 0.33% | 1037 | +33 | 3.31% | Q1 2026 | Apr 13, 2026 |
| American Capital Advisory, LLC | History | No change | 1,027 | 716 | 0.29% | 0.33% | 1038 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,025 | 715 | 0.01% | 0.01% | 1039 | +3 | 0.29% | Q1 2026 | Apr 22, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 8,187 | 714 | 0.0% | 0.01% | 1040 | +4,046 | 97.71% | Q1 2026 | May 14, 2026 |
| Financial Council, LLC | History | No change | 1,024 | 714 | 0.28% | 0.31% | 1041 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | History | Added to | 1,022 | 713 | 0.7% | 0.7% | 1044 | +78 | 8.26% | Q1 2026 | Aug 05, 2026 |
| October Effect Ltd | History | Reduced | 1,023 | 713 | 0.82% | 0.87% | 1043 | -25 | -2.39% | Q1 2026 | Apr 21, 2026 |
| Colonial Trust Co / SC | History | No change | 1,022 | 713 | 0.1% | 0.1% | 1042 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 1,020 | 711 | 0.12% | 0.04% | 1045 | +686 | 205.39% | Q1 2026 | Apr 28, 2026 |
| HighRoad Wealth Advisors, LLC | History | Reduced | 1,020 | 711 | 0.69% | 0.74% | 1046 | -8 | -0.78% | Q1 2026 | Apr 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,062 | 710 | 0.03% | 0.03% | 1047 | +164 | 18.26% | Q1 2026 | May 15, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 1,017 | 709 | 0.51% | 0.57% | 1048 | +1 | 0.1% | Q1 2026 | May 19, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 1,016 | 708 | 0.18% | 0.22% | 1049 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | No change | 1,012 | 706 | 0.18% | 0.2% | 1050 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bare Financial Services, Inc | History | Added to | 1,005 | 701 | 0.19% | 0.2% | 1052 | +31 | 3.18% | Q1 2026 | May 14, 2026 |
| INGALLS & SNYDER LLC | History | No change | 1,005 | 701 | 0.02% | 0.03% | 1051 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Advisory Resource Group | History | Reduced | 1,001 | 698 | 0.12% | 0.15% | 1053 | -97 | -8.83% | Q1 2026 | May 15, 2026 |
| Quintet Private Bank (Europe) S.A. | History | Reduced | 1,000 | 697 | 0.05% | 0.09% | 1055 | -1,000 | -50.0% | Q1 2026 | Apr 22, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 1,000 | 697 | 0.01% | — | 1057 | +1,000 | New | Q1 2026 | Apr 27, 2026 |
| Gilman Hill Asset Management, LLC | History | Reduced | 1,000 | 697 | 0.11% | 0.13% | 1054 | -62 | -5.84% | Q1 2026 | Apr 08, 2026 |
| Bawa N Mallick Trust | History | No change | 1,000 | 697 | 0.29% | 0.28% | 1056 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Dorato Capital Management | History | Reduced | 941 | 695 | 0.51% | 0.56% | 1058 | -47 | -4.76% | Q1 2026 | Apr 09, 2026 |
| Balance Wealth, LLC | History | Added to | 993 | 693 | 0.22% | 0.23% | 1061 | +55 | 5.86% | Q1 2026 | Apr 20, 2026 |
| Keel Point, LLC | History | No change | 994 | 693 | 0.05% | 0.05% | 1059 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Timonier Family Office, LTD. | History | No change | 920 | 693 | 0.22% | 0.22% | 1060 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| LightSquare Wealth Management, LLC | History | New | 992 | 692 | 0.52% | — | 1062 | +992 | New | Q1 2026 | May 11, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 991 | 691 | 0.16% | 0.17% | 1064 | -8 | -0.8% | Q1 2026 | May 13, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 991 | 691 | 0.14% | 0.17% | 1065 | +4 | 0.41% | Q1 2026 | Apr 15, 2026 |
| UNIVEST FINANCIAL Corp | History | No change | 991 | 691 | 0.04% | 0.04% | 1063 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 990 | 690 | 0.1% | 0.1% | 1066 | +62 | 6.68% | Q1 2026 | May 13, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 990 | 690 | 0.39% | 0.42% | 1067 | +32 | 3.34% | Q1 2026 | Apr 20, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 988 | 689 | 0.03% | 0.03% | 1068 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 984 | 686 | 0.04% | 0.04% | 1069 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 983 | 685 | 0.33% | 0.34% | 1070 | +96 | 10.82% | Q1 2026 | May 15, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 980 | 683 | 0.07% | 0.08% | 1071 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 974 | 679 | 0.02% | 0.01% | 1072 | +274 | 39.14% | Q1 2026 | May 13, 2026 |
| Stratos Investment Management, LLC | History | Added to | 973 | 679 | 0.03% | 0.03% | 1073 | +39 | 4.18% | Q1 2026 | Apr 28, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 973 | 679 | 0.04% | 0.04% | 1074 | -21 | -2.11% | Q1 2026 | Apr 30, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 992 | 675 | 0.0% | 0.02% | 1075 | -2,120 | -68.12% | Q1 2026 | May 14, 2026 |
| Mosaic Advisors LLC | History | Added to | 6,464 | 673 | 1.01% | 1.17% | 1076 | +5,656 | 700.0% | Q1 2026 | May 04, 2026 |
| TD ASSET MANAGEMENT INC | History | New | 965 | 673 | 0.0% | — | 1077 | +965 | New | Q1 2026 | May 11, 2026 |
| Hudock, Inc. | History | Reduced | 963 | 672 | 0.1% | 0.11% | 1078 | -8 | -0.82% | Q1 2026 | May 13, 2026 |
| Squire Investment Management Company, LLC | History | Reduced | 961 | 670 | 0.19% | 0.22% | 1079 | -5 | -0.52% | Q1 2026 | Apr 24, 2026 |
| Crews Bank & Trust | History | Added to | 959 | 669 | 0.1% | 0.08% | 1081 | +192 | 25.03% | Q1 2026 | May 13, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 959 | 669 | 0.12% | 0.11% | 1080 | +177 | 22.63% | Q1 2026 | May 11, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 958 | 668 | 0.17% | 0.18% | 1082 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 956 | 667 | 0.01% | 0.03% | 1083 | -1,106 | -53.64% | Q1 2026 | May 15, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 954 | 665 | 0.04% | 0.05% | 1085 | +28 | 3.02% | Q1 2026 | Jun 09, 2026 |
| CHEMUNG CANAL TRUST CO | History | No change | 954 | 665 | 0.13% | 0.14% | 1084 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Reduced | 1,000 | 663 | 0.28% | 0.48% | 1087 | -1,212 | -54.79% | Q1 2026 | Jun 01, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 950 | 663 | 0.06% | 0.06% | 1086 | -12 | -1.25% | Q1 2026 | Apr 30, 2026 |
| CHARTER RESEARCH & INVESTMENT GROUP, INC. | History | Reduced | 950 | 662 | 0.44% | 0.52% | 1088 | -85 | -8.21% | Q1 2026 | May 12, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 948 | 661 | 0.17% | 0.25% | 1089 | -23,717 | -96.16% | Q1 2026 | May 11, 2026 |
| Lynx Investment Advisory | History | Added to | 949 | 661 | 0.32% | 0.39% | 1090 | +1 | 0.11% | Q1 2026 | Apr 24, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 944 | 658 | 0.02% | 0.02% | 1091 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Eagle Bay Advisors LLC | History | Added to | 942 | 657 | 0.58% | 0.02% | 1092 | +912 | 3040.0% | Q1 2026 | Apr 24, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 941 | 656 | 0.28% | 0.31% | 1093 | -4 | -0.42% | Q1 2026 | Apr 16, 2026 |
| MYECFO, LLC | History | Reduced | 938 | 654 | 0.27% | 0.31% | 1094 | -25 | -2.6% | Q1 2026 | Apr 07, 2026 |
| Rakuten Securities, Inc. | History | Added to | 935 | 652 | 0.27% | 0.21% | 1095 | +92 | 10.91% | Q1 2026 | May 01, 2026 |
| Quantum Private Wealth, LLC | History | No change | 930 | 648 | 0.2% | 0.2% | 1096 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HEADINVEST, LLC | History | No change | 926 | 646 | 0.13% | 0.14% | 1097 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sepio Capital, LP | History | No change | 927 | 646 | 0.04% | 0.04% | 1098 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BCGM Wealth Management, LLC | History | No change | 927 | 646 | 0.16% | 0.18% | 1099 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 925 | 645 | 0.07% | 0.07% | 1100 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Welch Group, LLC | History | Reduced | 922 | 643 | 0.02% | 0.03% | 1102 | -223 | -19.48% | Q1 2026 | Apr 21, 2026 |
| PEOPLES BANK /OH | History | Reduced | 922 | 643 | 0.39% | 0.46% | 1101 | -57 | -5.82% | Q1 2026 | Apr 24, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Reduced | 957 | 643 | 0.33% | 0.37% | 1104 | -45 | -4.49% | Q1 2026 | May 14, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 799 | 643 | 0.04% | 0.04% | 1103 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 919 | 641 | 0.01% | 0.01% | 1105 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Reduced | 916 | 639 | 0.08% | 0.11% | 1106 | -10 | -1.08% | Q1 2026 | Apr 08, 2026 |
| Lunt Capital Management, Inc. | History | No change | 915 | 638 | 0.24% | 0.26% | 1107 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 915 | 638 | 0.08% | 0.09% | 1108 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Red Mountain Financial, LLC | History | Added to | 914 | 637 | 0.6% | 0.66% | 1109 | +27 | 3.04% | Q1 2026 | Apr 28, 2026 |
| MOKAN Wealth Management Inc. | History | Reduced | 910 | 635 | 0.28% | 6.19% | 1111 | -17,613 | -95.09% | Q1 2026 | May 01, 2026 |
| Montis Financial, LLC | History | No change | 910 | 635 | 0.13% | 0.14% | 1110 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Aspen Investment Management Inc | History | Added to | 909 | 634 | 0.19% | 0.21% | 1112 | +1 | 0.11% | Q1 2026 | Apr 15, 2026 |
| LMG Wealth Partners, LLC | History | No change | 909 | 634 | 0.12% | 0.13% | 1113 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 906 | 632 | 0.07% | 0.09% | 1114 | -201 | -18.16% | Q1 2026 | Apr 22, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 903 | 630 | 0.02% | 0.02% | 1115 | +138 | 18.04% | Q1 2026 | May 07, 2026 |
| SP Asset Management LLC | History | Added to | 901 | 628 | 0.06% | 0.05% | 1116 | +1 | 0.11% | Q1 2026 | May 06, 2026 |
| Coquina Private Wealth LLC | History | Reduced | 899 | 627 | 0.5% | 0.58% | 1117 | -61 | -6.35% | Q1 2026 | May 05, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 898 | 626 | 0.04% | 0.04% | 1118 | +1 | 0.11% | Q1 2026 | Apr 27, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 893 | 623 | 0.03% | 0.03% | 1119 | +6 | 0.68% | Q1 2026 | Apr 09, 2026 |
| Orcam Financial Group | History | Added to | 891 | 621 | 0.44% | 0.42% | 1120 | +155 | 21.06% | Q1 2026 | May 12, 2026 |
| Continuum Advisory, LLC | History | Added to | 888 | 619 | 0.06% | 0.07% | 1121 | +14 | 1.6% | Q1 2026 | Apr 22, 2026 |
| Optiver Holding B.V. | History | New | 886 | 618 | 0.0% | — | 1123 | +886 | New | Q1 2026 | Jun 02, 2026 |
| Riverview Capital Advisers, LLC | History | Added to | 886 | 618 | 0.21% | 0.2% | 1122 | +1 | 0.11% | Q1 2026 | May 13, 2026 |
| Alpha Financial Partners LLC | History | Added to | 885 | 617 | 0.37% | 0.39% | 1125 | +42 | 4.98% | Q1 2026 | May 13, 2026 |
| FINANCIAL LIFE ADVISORS | History | Reduced | 885 | 617 | 0.19% | 0.21% | 1124 | -7 | -0.78% | Q1 2026 | Apr 29, 2026 |
| Mengis Capital Management, Inc. | History | Reduced | 883 | 616 | 0.11% | 0.12% | 1126 | -35 | -3.81% | Q1 2026 | May 12, 2026 |
| Evelyn Partners Investment Management LLP | History | Added to | 881 | 614 | 0.02% | 0.02% | 1127 | +8 | 0.92% | Q1 2026 | May 15, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 5,424 | 609 | 0.01% | 0.01% | 1128 | +4,727 | 678.19% | Q1 2026 | May 11, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 874 | 609 | 0.14% | 0.17% | 1130 | -110 | -11.18% | Q1 2026 | Apr 10, 2026 |
| Avestar Capital, LLC | History | Reduced | 873 | 609 | 0.04% | 0.05% | 1129 | -57 | -6.13% | Q1 2026 | May 13, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Reduced | 755 | 608 | 0.28% | 0.8% | 1131 | -1,564 | -67.44% | Q1 2026 | Apr 23, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 870 | 607 | 0.07% | 0.08% | 1132 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 871 | 607 | 0.05% | 0.05% | 1133 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Integrity Financial Corp /WA | History | No change | 867 | 605 | 0.3% | 0.33% | 1134 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | History | No change | 864 | 603 | 0.07% | 0.07% | 1135 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| High Falls Advisors, Inc | History | No change | 800 | 603 | 0.12% | 0.12% | 1136 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 859 | 599 | 0.11% | 0.19% | 1139 | -346 | -28.71% | Q1 2026 | Apr 20, 2026 |
| EASTERN BANK | History | Added to | 859 | 599 | 0.01% | 0.01% | 1138 | +125 | 17.03% | Q1 2026 | Apr 07, 2026 |
| ST GERMAIN D J CO INC | History | No change | 859 | 599 | 0.02% | 0.03% | 1137 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 858 | 598 | 0.04% | 0.05% | 1140 | -22 | -2.5% | Q1 2026 | May 06, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Reduced | 857 | 597 | 0.06% | 0.07% | 1141 | -39 | -4.35% | Q1 2026 | May 13, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 857 | 597 | 0.21% | 0.25% | 1142 | +1 | 0.12% | Q1 2026 | Apr 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 853 | 595 | 0.03% | 0.04% | 1143 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Ellevest, Inc. | History | Reduced | 851 | 593 | 0.08% | 0.11% | 1144 | -186 | -17.94% | Q1 2026 | May 11, 2026 |
| BANQUE PICTET & CIE SA | History | Added to | 849 | 592 | 0.0% | 0.0% | 1146 | +334 | 64.85% | Q1 2026 | Apr 14, 2026 |
| American Investment Services, Inc. | History | Added to | 849 | 592 | 0.13% | 0.15% | 1145 | +18 | 2.17% | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | Added to | 835 | 590 | 0.12% | 0.17% | 1147 | +102 | 13.92% | Q1 2026 | May 11, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | No change | 845 | 589 | 0.18% | 0.2% | 1148 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Caitlin John, LLC | History | Added to | 840 | 585 | 0.35% | 0.38% | 1150 | +64 | 8.25% | Q1 2026 | May 13, 2026 |
| J. L. Bainbridge & Co., Inc. | History | Reduced | 839 | 585 | 0.05% | 0.05% | 1149 | -22 | -2.56% | Q1 2026 | Apr 22, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 836 | 583 | 0.14% | 0.17% | 1151 | -145 | -14.78% | Q1 2026 | Apr 20, 2026 |
| Holistic Financial Partners | History | Reduced | 834 | 581 | 0.22% | 0.24% | 1152 | -56 | -6.29% | Q1 2026 | May 05, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 829 | 578 | 0.0% | 0.01% | 1153 | -280 | -25.25% | Q1 2026 | May 15, 2026 |
| BURNEY CO/ | History | Added to | 827 | 577 | 0.02% | 0.02% | 1154 | +6 | 0.73% | Q1 2026 | Apr 29, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 823 | 574 | 0.01% | 0.01% | 1156 | -267 | -24.5% | Q1 2026 | May 14, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 802 | 574 | 0.03% | 0.04% | 1155 | +1 | 0.12% | Q1 2026 | Apr 07, 2026 |
| Capital Analysts, LLC | History | Added to | 821 | 573 | 0.02% | 0.01% | 1157 | +454 | 123.71% | Q1 2026 | May 14, 2026 |
| STEVENS CAPITAL PARTNERS | History | Reduced | 823 | 573 | 0.14% | 0.18% | 1159 | -77 | -8.56% | Q1 2026 | Apr 24, 2026 |
| RFG HOLDINGS, INC. | History | Added to | 822 | 573 | 0.14% | 0.16% | 1158 | +1 | 0.12% | Q1 2026 | Apr 16, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 819 | 571 | 0.21% | 0.22% | 1160 | +48 | 6.23% | Q1 2026 | May 18, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 818 | 570 | 0.02% | 0.02% | 1161 | +2 | 0.25% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 817 | 569 | 0.04% | 0.16% | 1162 | -2,219 | -73.09% | Q1 2026 | Apr 20, 2026 |
| Hudson Capital Management LLC | History | Reduced | 815 | 568 | 0.15% | 0.16% | 1163 | -25 | -2.98% | Q1 2026 | Apr 13, 2026 |
| McCollum Christoferson Group LLC | History | Reduced | 809 | 564 | 0.17% | 0.25% | 1164 | -333 | -29.16% | Q1 2026 | Apr 10, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 809 | 564 | 0.16% | 0.17% | 1165 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Reduced | 804 | 561 | 0.33% | 0.49% | 1167 | -309 | -27.76% | Q1 2026 | Jun 04, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 805 | 561 | 0.11% | 0.12% | 1166 | +30 | 3.87% | Q1 2026 | Apr 20, 2026 |
| LexAurum Advisors, LLC | History | New | 803 | 560 | 0.07% | — | 1169 | +803 | New | Q1 2026 | Apr 13, 2026 |
| Legacy Wealth Management, LLC / MS | History | No change | 803 | 560 | 0.16% | 0.16% | 1168 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 802 | 559 | 0.05% | 0.03% | 1170 | +365 | 83.52% | Q1 2026 | May 12, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | New | 800 | 558 | 0.19% | — | 1173 | +800 | New | Q1 2026 | Apr 22, 2026 |
| Soundwatch Capital LLC | History | Reduced | 801 | 558 | 0.07% | 0.12% | 1172 | -237 | -22.83% | Q1 2026 | May 05, 2026 |
| AMERICAN ASSET MANAGEMENT INC. | History | Added to | 800 | 558 | 0.48% | 0.38% | 1171 | +200 | 33.33% | Q1 2026 | May 07, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 793 | 553 | 0.04% | 0.04% | 1174 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 733 | 552 | 0.0% | 0.0% | 1175 | -572 | -43.83% | Q1 2026 | May 15, 2026 |
| Tannin Capital LLC | History | Reduced | 792 | 552 | 0.4% | 0.58% | 1176 | -67 | -7.8% | Q1 2026 | May 12, 2026 |
| VERITY Wealth Advisors | History | No change | 790 | 551 | 0.37% | 0.37% | 1177 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Grey Fox Wealth Advisors, LLC | History | No change | 788 | 550 | 0.11% | 0.12% | 1178 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Slagle Financial, LLC | History | Added to | 787 | 549 | 0.18% | 0.1% | 1180 | +399 | 102.84% | Q1 2026 | May 01, 2026 |
| Lauterbach Financial Advisors, LLC | History | No change | 787 | 549 | 0.27% | 0.29% | 1179 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 786 | 548 | 0.08% | 0.22% | 1183 | -272 | -25.71% | Q1 2026 | May 12, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 786 | 548 | 0.08% | 0.06% | 1182 | +174 | 28.43% | Q1 2026 | May 14, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 786 | 548 | 0.13% | 0.13% | 1181 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 785 | 547 | 0.15% | 0.17% | 1184 | -121 | -13.36% | Q1 2026 | May 14, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 784 | 547 | 0.12% | 0.12% | 1185 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Gradient Investments LLC | History | Added to | 782 | 545 | 0.01% | 0.01% | 1187 | +332 | 73.78% | Q1 2026 | Apr 13, 2026 |
| Trexquant Investment LP | History | Added to | 782 | 545 | 0.0% | 0.0% | 1188 | +88 | 12.68% | Q1 2026 | May 15, 2026 |
| SFMG, LLC | History | Added to | 782 | 545 | 0.04% | 0.04% | 1186 | +30 | 3.99% | Q1 2026 | May 12, 2026 |
| Cadence Bank | History | No change | 722 | 544 | 0.03% | 0.03% | 1189 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 781 | 544 | 0.04% | 0.05% | 1190 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ASSET PLANNING SERVICES INC /LA/ /ADV | History | Reduced | 775 | 541 | 0.24% | 0.27% | 1191 | -35 | -4.32% | Q1 2026 | Apr 21, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 771 | 538 | 0.03% | 0.03% | 1192 | +17 | 2.25% | Q1 2026 | May 11, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Added to | 699 | 538 | 0.3% | 0.32% | 1193 | +1 | 0.14% | Q1 2026 | Apr 17, 2026 |
| Beckerman Institutional, LLC | History | No change | 773 | 538 | 0.29% | 0.33% | 1194 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 770 | 537 | 0.08% | 0.05% | 1196 | +294 | 61.76% | Q1 2026 | May 06, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 770 | 537 | 0.01% | 0.01% | 1195 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Wealth Advisors Northwest LLC | History | Reduced | 768 | 535 | 0.22% | 0.26% | 1200 | -1 | -0.13% | Q1 2026 | Apr 08, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 768 | 535 | 0.07% | 0.07% | 1197 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 768 | 535 | 0.08% | 0.09% | 1198 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 768 | 535 | 0.24% | 0.25% | 1199 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Procyon Advisors, LLC | History | Added to | 766 | 534 | 0.03% | 0.03% | 1201 | +25 | 3.37% | Q1 2026 | May 04, 2026 |
| United Community Bank | History | Added to | 765 | 533 | 0.18% | 0.2% | 1202 | +80 | 11.68% | Q1 2026 | Apr 24, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 763 | 532 | 0.18% | 0.19% | 1203 | +75 | 10.9% | Q1 2026 | May 15, 2026 |
| Elm Partners Management LLC | History | Added to | 6,361 | 531 | 0.02% | 0.18% | 1204 | +1,191 | 23.04% | Q1 2026 | May 13, 2026 |
| EVERPAR ADVISORS LLC | History | Added to | 762 | 531 | 0.18% | 0.19% | 1206 | +89 | 13.22% | Q1 2026 | Apr 21, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | No change | 762 | 531 | 0.14% | 0.15% | 1205 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 760 | 530 | 0.15% | 0.1% | 1209 | +281 | 58.66% | Q1 2026 | May 14, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 761 | 530 | 0.12% | 0.13% | 1208 | +64 | 9.18% | Q1 2026 | May 15, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 760 | 530 | 0.03% | 0.03% | 1207 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Millennium Capital Advisors, LLC | History | Added to | 759 | 529 | 0.33% | 0.34% | 1212 | +1 | 0.13% | Q1 2026 | May 11, 2026 |
| Heritage Financial Services, LLC | History | No change | 702 | 529 | 0.04% | 0.04% | 1210 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 759 | 529 | 0.05% | 0.05% | 1211 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SWEENEY & MICHEL, LLC | History | Reduced | 696 | 528 | 0.16% | 0.18% | 1214 | -125 | -15.23% | Q1 2026 | Apr 16, 2026 |
| Activest Wealth Management | History | Added to | 757 | 528 | 0.09% | 0.1% | 1213 | +73 | 10.67% | Q1 2026 | Apr 15, 2026 |
| GSG Advisors LLC | History | Added to | 757 | 528 | 0.14% | 0.15% | 1215 | +4 | 0.53% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Advisors, LLC | History | No change | 756 | 527 | 0.27% | 0.38% | 1216 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 751 | 523 | 0.02% | 0.02% | 1217 | +22 | 3.02% | Q1 2026 | May 07, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | No change | 751 | 523 | 0.1% | 0.11% | 1218 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Chemistry Wealth Management LLC | History | No change | 750 | 523 | 0.09% | 0.11% | 1219 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Caldwell Trust Co | History | No change | 750 | 523 | 0.05% | 0.05% | 1220 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| My Personal CFO, LLC | History | No change | 748 | 521 | 0.23% | 0.23% | 1221 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 741 | 517 | 0.09% | 0.09% | 1222 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 695 | 514 | 0.03% | 0.04% | 1223 | -228 | -24.7% | Q1 2026 | Apr 17, 2026 |
| Bank of Marin | History | Reduced | 738 | 514 | 0.38% | 0.45% | 1224 | -126 | -14.58% | Q1 2026 | May 14, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 735 | 512 | 0.06% | 0.06% | 1225 | -12 | -1.61% | Q1 2026 | Apr 23, 2026 |
| Atala Financial Inc | History | Added to | 727 | 510 | 0.34% | 0.34% | 1227 | +15 | 2.11% | Q1 2026 | Apr 10, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 731 | 510 | 0.01% | 0.01% | 1226 | -8 | -1.08% | Q1 2026 | Apr 23, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 728 | 507 | 0.03% | 0.03% | 1228 | -15 | -2.02% | Q1 2026 | Apr 27, 2026 |
| Accel Wealth Management | History | Added to | 721 | 503 | 0.13% | 0.14% | 1230 | +32 | 4.64% | Q1 2026 | Apr 08, 2026 |
| Northstar Group, Inc. | History | No change | 721 | 503 | 0.07% | 0.07% | 1229 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 720 | 502 | 0.6% | 0.5% | 1231 | -45 | -5.88% | Q1 2026 | Apr 28, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 717 | 500 | 0.19% | 0.21% | 1232 | -58 | -7.48% | Q1 2026 | May 11, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 4,432 | 498 | 0.05% | 0.21% | 1234 | +2,305 | 108.37% | Q1 2026 | May 12, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 711 | 498 | 0.08% | 0.09% | 1233 | -20 | -2.74% | Q1 2026 | May 04, 2026 |
| Townsend & Associates, Inc | History | Added to | 4,825 | 497 | 0.04% | 0.04% | 1235 | +4,222 | 700.17% | Q1 2026 | Apr 28, 2026 |
| Boreal Capital Management LLC | History | No change | 712 | 497 | 0.4% | 0.41% | 1236 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Piedmont Capital Management, LLC/NC | History | No change | 712 | 496 | 0.33% | 0.35% | 1237 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | Reduced | 710 | 495 | 0.12% | 0.18% | 1238 | -290 | -29.0% | Q1 2026 | May 27, 2026 |
| CGN Advisors LLC | History | Added to | 709 | 494 | 0.04% | 0.04% | 1240 | +111 | 18.56% | Q1 2026 | Apr 13, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Added to | 708 | 494 | 0.28% | 0.29% | 1241 | +42 | 6.31% | Q1 2026 | Apr 29, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 708 | 494 | 0.03% | 0.03% | 1239 | +32 | 4.73% | Q1 2026 | Apr 17, 2026 |
| InTrack Investment Management Inc | History | No change | 707 | 493 | 0.28% | 0.3% | 1242 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 704 | 491 | 0.0% | 0.0% | 1243 | -45 | -6.01% | Q1 2026 | May 15, 2026 |
| Sankala Group LLC | History | Added to | 712 | 489 | 0.4% | 0.41% | 1244 | +9 | 1.28% | Q1 2026 | Mar 31, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Reduced | 700 | 488 | 0.18% | 0.19% | 1247 | -6 | -0.85% | Q1 2026 | Apr 21, 2026 |
| Progressive Investment Management Corp | History | No change | 700 | 488 | 0.13% | 0.13% | 1245 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Van Cleef Asset Management,Inc | History | No change | 700 | 488 | 0.05% | 0.05% | 1246 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 4,733 | 487 | 0.29% | 0.27% | 1249 | +4,163 | 730.35% | Q1 2026 | Apr 23, 2026 |
| CX Institutional | History | Added to | 697 | 487 | 0.01% | 0.01% | 1248 | +215 | 44.61% | Q1 2026 | Apr 06, 2026 |
| Solutions 4 Wealth, Ltd | History | No change | 697 | 486 | 0.73% | 0.79% | 1250 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Added to | 694 | 484 | 0.14% | 0.07% | 1252 | +98 | 16.44% | Q1 2026 | Apr 16, 2026 |
| Garrett Wealth Advisory Group, LLC | History | No change | 694 | 484 | 0.09% | 0.1% | 1251 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 694 | 483 | 0.24% | 0.27% | 1253 | -7 | -1.0% | Q1 2026 | May 15, 2026 |
| Elser Financial Planning, Inc | History | New | 689 | 482 | 0.02% | — | 1254 | +689 | New | Q1 2026 | Apr 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 690 | 481 | 0.0% | 0.0% | 1255 | -794 | -53.5% | Q1 2026 | May 15, 2026 |
| Friday Financial | History | No change | 689 | 480 | 0.17% | 0.18% | 1256 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Second Line Capital, LLC | History | Added to | 4,648 | 479 | 0.09% | 0.09% | 1258 | +4,058 | 687.8% | Q1 2026 | May 14, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 687 | 479 | 0.01% | 0.01% | 1257 | +45 | 7.01% | Q1 2026 | Apr 29, 2026 |
| HOME FEDERAL BANK OF TENNESSEE | History | New | 685 | 477 | 0.12% | — | 1260 | +685 | New | Q1 2026 | Apr 15, 2026 |
| Talisman Wealth Advisors LLC | History | Reduced | 684 | 477 | 0.38% | 0.43% | 1259 | -47 | -6.43% | Q1 2026 | May 15, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 683 | 476 | 0.05% | 0.05% | 1261 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 681 | 475 | 0.05% | 0.05% | 1262 | +313 | 85.05% | Q1 2026 | Apr 17, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 680 | 474 | 0.03% | 0.03% | 1263 | +90 | 15.25% | Q1 2026 | Apr 29, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 863 | 473 | 0.15% | 0.11% | 1264 | +87 | 11.21% | Q1 2026 | Apr 23, 2026 |
| Delta Investment Management, LLC | History | Added to | 676 | 471 | 0.08% | 0.04% | 1266 | +332 | 96.51% | Q1 2026 | May 12, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 626 | 471 | 0.1% | 0.1% | 1265 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 675 | 470 | 0.01% | 0.01% | 1267 | +7 | 1.05% | Q1 2026 | May 01, 2026 |
| Missouri Trust & Investment Co | History | No change | 675 | 470 | 0.14% | 0.15% | 1268 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sterling Wealth Management, Inc. | History | No change | 674 | 470 | 0.13% | 0.14% | 1269 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Chaney Capital Management, Inc. | History | No change | 674 | 470 | 0.17% | 0.18% | 1270 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Independent Wealth Network Inc. | History | Added to | 673 | 469 | 0.14% | 0.15% | 1271 | +27 | 4.18% | Q1 2026 | Apr 20, 2026 |
| apricus wealth, LLC | History | Reduced | 673 | 469 | 0.23% | 0.27% | 1272 | -27 | -3.86% | Q1 2026 | Apr 22, 2026 |
| Fermata Advisors, LLC | History | Added to | 671 | 468 | 0.11% | 0.12% | 1273 | +1 | 0.15% | Q1 2026 | Apr 08, 2026 |
| WELCH & FORBES LLC | History | Reduced | 670 | 467 | 0.01% | 0.01% | 1274 | -25 | -3.6% | Q1 2026 | May 01, 2026 |
| Root Financial Partners, LLC | History | Added to | 667 | 465 | 0.02% | 0.02% | 1276 | +26 | 4.06% | Q1 2026 | Apr 24, 2026 |
| 360 Financial, Inc. | History | Added to | 667 | 465 | 0.14% | 0.15% | 1275 | +7 | 1.06% | Q1 2026 | May 07, 2026 |
| Bestgate Wealth Advisors, LLC | History | No change | 667 | 465 | 0.84% | 0.88% | 1277 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Abound Wealth Management | History | Added to | 664 | 463 | 0.11% | 0.11% | 1279 | +50 | 8.14% | Q1 2026 | Apr 10, 2026 |
| Archer Investment Corp | History | Reduced | 664 | 463 | 0.1% | 0.12% | 1278 | -20 | -2.92% | Q1 2026 | May 04, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 663 | 462 | 0.28% | 0.33% | 1280 | -57 | -7.92% | Q1 2026 | Apr 22, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 662 | 461 | 0.09% | 0.1% | 1283 | +52 | 8.52% | Q1 2026 | May 01, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 661 | 461 | 0.07% | 0.08% | 1281 | +8 | 1.23% | Q1 2026 | Apr 29, 2026 |
| Retirement Solution LLC | History | Reduced | 662 | 461 | 0.11% | 0.11% | 1282 | -4 | -0.6% | Q1 2026 | May 11, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 660 | 460 | 0.3% | 0.33% | 1285 | -31 | -4.49% | Q1 2026 | May 11, 2026 |
| Purkiss Capital Advisors LLC | History | No change | 660 | 460 | 0.2% | 0.23% | 1284 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Destination Wealth Management | History | Reduced | 658 | 459 | 0.01% | 0.02% | 1287 | -293 | -30.81% | Q1 2026 | May 15, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 658 | 459 | 0.01% | 0.02% | 1286 | -206 | -23.84% | Q1 2026 | Apr 24, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | New | 657 | 458 | 0.12% | — | 1288 | +657 | New | Q1 2026 | Apr 09, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 656 | 457 | 0.06% | 0.06% | 1291 | -20 | -2.96% | Q1 2026 | Apr 23, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 655 | 457 | 0.06% | 0.09% | 1289 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | No change | 647 | 457 | 0.08% | 0.08% | 1290 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TORONTO DOMINION BANK | History | New | 654 | 456 | 0.0% | — | 1294 | +654 | New | Q1 2026 | May 15, 2026 |
| MCF Advisors LLC | History | Added to | 654 | 456 | 0.02% | 0.0% | 1293 | +601 | 1133.96% | Q1 2026 | May 11, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 618 | 456 | 0.13% | 0.12% | 1292 | +31 | 5.28% | Q1 2026 | Apr 30, 2026 |
| High Point Wealth Management, LLC | History | Reduced | 652 | 455 | 0.44% | 0.86% | 1295 | -565 | -46.43% | Q1 2026 | Apr 08, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 651 | 454 | 0.15% | 0.15% | 1296 | +65 | 11.09% | Q1 2026 | Apr 09, 2026 |
| Fjell Capital, LLC | History | Added to | 650 | 453 | 0.35% | 0.37% | 1298 | +3 | 0.46% | Q1 2026 | Apr 15, 2026 |
| Alexander Randolph Advisory, Inc. | History | No change | 650 | 453 | 0.39% | 0.41% | 1297 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 649 | 452 | 0.04% | 0.05% | 1300 | +15 | 2.37% | Q1 2026 | Apr 10, 2026 |
| Liberty Capital Management, Inc. | History | No change | 600 | 452 | 0.08% | 0.08% | 1299 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Glassman Wealth Services | History | Added to | 646 | 450 | 0.06% | 0.06% | 1301 | +53 | 8.94% | Q1 2026 | May 04, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 645 | 450 | 0.08% | 0.08% | 1302 | +53 | 8.95% | Q1 2026 | May 01, 2026 |
| Milestones Private Investment Advisors LLC | History | No change | 643 | 448 | 0.39% | 0.33% | 1303 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 642 | 447 | 0.09% | 0.13% | 1304 | -149 | -18.84% | Q1 2026 | May 15, 2026 |
| Crown Wealth Group, LLC | History | Added to | 642 | 447 | 0.13% | 0.13% | 1305 | +6 | 0.94% | Q1 2026 | Apr 21, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 4,392 | 446 | 0.02% | 0.02% | 1306 | +3,869 | 739.77% | Q1 2026 | Apr 24, 2026 |
| Payne Capital Management, LLC | History | Reduced | 638 | 445 | 0.13% | 0.2% | 1307 | -209 | -24.68% | Q1 2026 | May 08, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 635 | 443 | 0.03% | 0.05% | 1308 | -204 | -24.31% | Q1 2026 | May 07, 2026 |
| Nvest Financial, LLC | History | Reduced | 636 | 443 | 0.17% | 0.2% | 1309 | -1 | -0.16% | Q1 2026 | Apr 28, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | No change | 636 | 443 | 0.25% | 0.3% | 1310 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Foguth Wealth Management, LLC. | History | Added to | 3,624 | 438 | 0.05% | 0.11% | 1314 | +2,667 | 278.68% | Q1 2026 | Jun 01, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 628 | 438 | 0.01% | 0.0% | 1311 | +367 | 140.61% | Q1 2026 | May 01, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 628 | 438 | 0.09% | 0.05% | 1312 | +298 | 90.3% | Q1 2026 | May 14, 2026 |
| Baron Financial Group, LLC | History | No change | 628 | 438 | 0.24% | 0.25% | 1313 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Arcus Capital Partners, LLC | History | No change | 627 | 437 | 0.16% | 0.17% | 1315 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Mezzasalma Advisors, LLC | History | No change | 625 | 436 | 0.11% | 0.11% | 1316 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Ellis Investment Partners, LLC | History | No change | 623 | 435 | 0.08% | 0.08% | 1317 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 622 | 434 | 0.02% | 0.02% | 1318 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 623 | 434 | 0.1% | 0.11% | 1319 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| PUREfi Wealth, LLC | History | Reduced | 621 | 433 | 0.28% | 0.36% | 1320 | -5 | -0.8% | Q1 2026 | Apr 28, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 617 | 430 | 0.01% | 0.01% | 1321 | -113 | -15.48% | Q1 2026 | Jun 22, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | Added to | 616 | 429 | 0.02% | 0.02% | 1323 | +1 | 0.16% | Q1 2026 | May 08, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 615 | 429 | 0.01% | 0.01% | 1322 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Terra Nova Asset Management LLC | History | No change | 615 | 429 | 0.32% | 0.3% | 1324 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Grove Bank & Trust | History | No change | 612 | 427 | 0.05% | 0.05% | 1325 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Optivise Advisory Services LLC | History | Added to | 609 | 425 | 0.26% | 0.23% | 1327 | +88 | 16.89% | Q1 2026 | Apr 15, 2026 |
| AVALON CAPITAL MANAGEMENT | History | No change | 610 | 425 | 0.12% | 0.11% | 1326 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Saxony Capital Management, LLC | History | Reduced | 608 | 424 | 0.25% | 0.33% | 1328 | -110 | -15.32% | Q1 2026 | Apr 24, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | No change | 608 | 424 | 0.24% | 0.28% | 1329 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| West Wealth Group, LLC | History | Added to | 605 | 422 | 0.08% | 0.09% | 1331 | +50 | 9.01% | Q1 2026 | May 11, 2026 |
| Petix & Botte Co | History | Added to | 604 | 422 | 0.09% | 0.1% | 1330 | +6 | 1.0% | Q1 2026 | Apr 30, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 604 | 421 | 0.1% | 0.1% | 1332 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SHP Wealth Management | History | Reduced | 602 | 420 | 0.03% | 0.05% | 1333 | -205 | -25.4% | Q1 2026 | May 08, 2026 |
| Aspect Partners, LLC | History | No change | 603 | 420 | 0.17% | 0.2% | 1334 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Hilltop Partners LLC | History | Added to | 600 | 418 | 0.11% | 0.11% | 1336 | +25 | 4.35% | Q1 2026 | May 12, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | No change | 600 | 418 | 0.13% | 0.14% | 1335 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Breakwater Investment Management | History | No change | 597 | 416 | 0.15% | 0.16% | 1337 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 596 | 415 | 0.05% | 0.06% | 1338 | +28 | 4.93% | Q1 2026 | Apr 28, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 594 | 414 | 0.1% | 0.1% | 1339 | +25 | 4.39% | Q1 2026 | Apr 23, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 594 | 414 | 0.25% | 0.28% | 1340 | +2 | 0.34% | Q1 2026 | Apr 27, 2026 |
| Bowman & Co S.C. | History | No change | 547 | 412 | 0.17% | 0.17% | 1341 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CURA WEALTH ADVISORS, LLC | History | No change | 588 | 410 | 0.18% | 0.17% | 1342 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | No change | 586 | 409 | 0.16% | 0.19% | 1343 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Farrell Financial LLC | History | Reduced | 586 | 408 | 0.24% | 0.26% | 1344 | -4 | -0.68% | Q1 2026 | Apr 13, 2026 |
| Compass Advisory Group LLC | History | Added to | 584 | 407 | 0.11% | 0.12% | 1345 | +17 | 3.0% | Q1 2026 | Apr 21, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 583 | 406 | 0.07% | 0.1% | 1348 | -140 | -19.36% | Q1 2026 | Apr 15, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 583 | 406 | 0.03% | 0.03% | 1347 | +42 | 7.76% | Q1 2026 | Apr 22, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 582 | 406 | 0.02% | 0.03% | 1346 | -8 | -1.36% | Q1 2026 | May 13, 2026 |
| Astra Wealth Partners LLC | History | No change | 581 | 405 | 0.24% | 0.26% | 1349 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 580 | 404 | 0.16% | 0.21% | 1350 | -135 | -18.88% | Q1 2026 | Apr 23, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 579 | 403 | 0.06% | 0.07% | 1352 | -24 | -3.98% | Q1 2026 | May 05, 2026 |
| RDA Financial Network | History | Reduced | 578 | 403 | 0.1% | 0.11% | 1351 | -5 | -0.86% | Q1 2026 | Apr 08, 2026 |
| MKT Advisors LLC | History | Added to | 562 | 403 | 0.14% | 0.15% | 1353 | +1 | 0.18% | Q1 2026 | Apr 10, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 576 | 402 | 0.01% | 0.01% | 1354 | +103 | 21.78% | Q1 2026 | Apr 27, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | No change | 600 | 401 | 0.35% | 0.42% | 1355 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Tanager Wealth Management LLP | History | No change | 576 | 401 | 0.04% | 0.04% | 1356 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 575 | 400 | 0.03% | 0.03% | 1357 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Stonebridge Capital Advisors LLC | History | Reduced | 572 | 399 | 0.03% | 0.03% | 1359 | -8 | -1.38% | Q1 2026 | May 14, 2026 |
| DF DENT & CO INC | History | No change | 572 | 399 | 0.01% | 0.01% | 1358 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 571 | 398 | 0.18% | 0.2% | 1360 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TFB Advisors LLC | History | Reduced | 570 | 397 | 0.21% | 0.13% | 1363 | -56 | -8.95% | Q1 2026 | Apr 20, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 569 | 397 | 0.06% | 0.06% | 1361 | -9 | -1.56% | Q1 2026 | May 07, 2026 |
| RVW Wealth, LLC | History | No change | 570 | 397 | 0.03% | 0.03% | 1362 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 569 | 396 | 0.06% | 0.07% | 1365 | +1 | 0.18% | Q1 2026 | Apr 22, 2026 |
| Semus Wealth Partners LLC | History | Added to | 569 | 396 | 0.22% | 0.23% | 1366 | +1 | 0.18% | Q1 2026 | Apr 24, 2026 |
| VAN STRUM & TOWNE INC. | History | No change | 568 | 396 | 0.12% | 0.12% | 1364 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 566 | 394 | 0.04% | 0.05% | 1367 | -15 | -2.58% | Q1 2026 | Apr 16, 2026 |
| MBE Wealth Management, LLC | History | No change | 565 | 393 | 0.16% | 0.18% | 1368 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Armor Investment Advisors, LLC | History | Added to | 562 | 392 | 0.14% | 0.16% | 1369 | +2 | 0.36% | Q1 2026 | Apr 29, 2026 |
| Mystic Asset Management, Inc. | History | No change | 563 | 392 | 0.09% | 0.1% | 1370 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 563 | 392 | 0.04% | 0.04% | 1371 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 3,874 | 391 | 0.03% | 0.02% | 1372 | +3,409 | 733.12% | Q1 2026 | Apr 22, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Reduced | 560 | 390 | 0.03% | 0.03% | 1373 | -5 | -0.88% | Q1 2026 | May 07, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 559 | 390 | 0.05% | 0.05% | 1374 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Greenfield Seitz Capital Management, LLC | History | No change | 560 | 390 | 0.12% | 0.14% | 1375 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Signature Wealth Management Partners, LLC | History | Reduced | 557 | 388 | 0.19% | 0.23% | 1376 | -60 | -9.72% | Q1 2026 | Apr 21, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 548 | 388 | 0.0% | 0.0% | 1377 | +47 | 9.38% | Q1 2026 | May 05, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 557 | 388 | 0.14% | 0.15% | 1378 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 556 | 387 | 0.02% | 0.02% | 1379 | +26 | 4.91% | Q1 2026 | Apr 29, 2026 |
| Security National Bank | History | Reduced | 554 | 386 | 0.06% | 0.07% | 1381 | -66 | -10.65% | Q1 2026 | Apr 16, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Reduced | 554 | 386 | 0.06% | 0.06% | 1380 | -48 | -7.97% | Q1 2026 | Apr 24, 2026 |
| Frisch Financial Group, Inc. | History | No change | 554 | 386 | 0.08% | 0.09% | 1382 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 553 | 385 | 0.06% | 0.07% | 1383 | +7 | 1.28% | Q1 2026 | May 07, 2026 |
| LJI Wealth Management, LLC | History | Added to | 550 | 383 | 0.06% | 0.06% | 1384 | +10 | 1.85% | Q1 2026 | May 04, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 547 | 381 | 0.03% | 0.07% | 1386 | -607 | -52.6% | Q1 2026 | May 06, 2026 |
| Greenspring Advisors, LLC | History | Added to | 547 | 381 | 0.02% | 0.02% | 1388 | +31 | 6.01% | Q1 2026 | May 04, 2026 |
| Parisi Gray Wealth Management | History | Reduced | 547 | 381 | 0.09% | 0.1% | 1387 | -21 | -3.7% | Q1 2026 | Apr 08, 2026 |
| Boltwood Capital Management | History | Added to | 547 | 381 | 0.1% | 0.11% | 1385 | +3 | 0.55% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 3,632 | 380 | 0.24% | 0.24% | 1393 | +3,178 | 700.0% | Q1 2026 | May 06, 2026 |
| PIONEER TRUST BANK N A/OR | History | Added to | 545 | 380 | 0.09% | 0.09% | 1389 | +45 | 9.0% | Q1 2026 | Apr 28, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 539 | 380 | 0.02% | 0.02% | 1390 | -37 | -6.42% | Q1 2026 | Apr 27, 2026 |
| LRI Investments, LLC | History | No change | 545 | 380 | 0.03% | 0.03% | 1391 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Accelerate Investment Advisors LLC | History | No change | 545 | 380 | 0.25% | 0.28% | 1392 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Reduced | 544 | 379 | 0.04% | 0.05% | 1395 | -35 | -6.04% | Q1 2026 | May 14, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 544 | 379 | 0.01% | 0.01% | 1394 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EWA, LLC | History | No change | 544 | 379 | 0.09% | 0.1% | 1396 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Lesa Sroufe & Co | History | Reduced | 542 | 378 | 0.26% | 0.31% | 1397 | -15 | -2.69% | Q1 2026 | Apr 27, 2026 |
| Ironwood Financial, llc | History | No change | 540 | 376 | 0.07% | 0.07% | 1398 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| IBEX WEALTH ADVISORS | History | New | 538 | 375 | 0.03% | — | 1400 | +538 | New | Q1 2026 | Apr 30, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 538 | 375 | 0.18% | 0.18% | 1399 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Crumly & Associates Inc. | History | No change | 535 | 373 | 0.08% | 0.08% | 1401 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| PCM Encore, LLC | History | Reduced | 534 | 372 | 0.08% | 0.09% | 1402 | -9 | -1.66% | Q1 2026 | May 12, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Reduced | 533 | 371 | 0.05% | 0.08% | 1404 | -212 | -28.46% | Q1 2026 | Apr 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 533 | 371 | 0.1% | 0.11% | 1403 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SG Americas Securities, LLC | History | New | 530 | 370 | 0.0% | — | 1407 | +530 | New | Q1 2026 | Apr 16, 2026 |
| Avail Investment Partners, LLC | History | New | 530 | 370 | 0.4% | — | 1408 | +530 | New | Q1 2026 | May 13, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 531 | 370 | 0.02% | 0.02% | 1405 | -34 | -6.02% | Q1 2026 | Apr 23, 2026 |
| Monetary Solutions, Ltd | History | Added to | 531 | 370 | 0.36% | 0.39% | 1406 | +8 | 1.53% | Q1 2026 | May 01, 2026 |
| Thrive Capital Management, LLC | History | New | 530 | 369 | 0.08% | — | 1411 | +530 | New | Q1 2026 | Apr 27, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 530 | 369 | 0.06% | 0.07% | 1409 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Investment Research Partners LLC | History | No change | 530 | 369 | 0.15% | 0.17% | 1410 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Financial Plan, Inc. | History | Reduced | 528 | 368 | 0.04% | 0.06% | 1412 | -163 | -23.59% | Q1 2026 | Apr 24, 2026 |
| BCS Wealth Management | History | Reduced | 527 | 367 | 0.07% | 0.08% | 1414 | -527 | -50.0% | Q1 2026 | Apr 17, 2026 |
| Center For Asset Management LLC | History | Added to | 527 | 367 | 0.18% | 0.13% | 1415 | +193 | 57.78% | Q1 2026 | Apr 16, 2026 |
| Howard Capital Management Inc. | History | Added to | 527 | 367 | 0.01% | 0.0% | 1413 | +179 | 51.44% | Q1 2026 | May 05, 2026 |
| Essex Bank | History | Reduced | 526 | 366 | 0.08% | 0.09% | 1416 | -50 | -8.68% | Q1 2026 | Apr 17, 2026 |
| SYKON CAPITAL LLC | History | No change | 525 | 366 | 0.12% | 0.13% | 1417 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Glenview Trust Co | History | Reduced | 524 | 365 | 0.01% | 0.01% | 1418 | -5 | -0.95% | Q1 2026 | May 08, 2026 |
| TrueWealth Advisors, LLC | History | No change | 524 | 365 | 0.09% | 0.1% | 1419 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 521 | 364 | 0.22% | 0.19% | 1420 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 507 | 363 | 0.01% | 0.02% | 1421 | -487 | -48.99% | Q1 2026 | Apr 28, 2026 |
| F&V Capital Management, LLC | History | Added to | 520 | 363 | 0.08% | 0.08% | 1422 | +20 | 4.0% | Q1 2026 | Apr 27, 2026 |
| Meredith Wealth Planning | History | Added to | 521 | 363 | 0.1% | 0.12% | 1423 | +1 | 0.19% | Q1 2026 | Apr 27, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 519 | 362 | 0.03% | 0.04% | 1424 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| River Wealth Advisors LLC | History | No change | 519 | 362 | 0.04% | 0.04% | 1425 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 516 | 360 | 0.02% | 0.02% | 1426 | +11 | 2.18% | Q1 2026 | May 11, 2026 |
| Keystone Wealth Services, LLC | History | No change | 516 | 360 | 0.08% | 0.08% | 1427 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| New Millennium Group LLC | History | No change | 479 | 360 | 0.16% | 0.16% | 1428 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Reduced | 515 | 359 | 0.2% | 0.22% | 1431 | -13 | -2.46% | Q1 2026 | Apr 09, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 515 | 359 | 0.05% | 0.06% | 1429 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Boston Trust Walden Corp | History | No change | 515 | 359 | 0.0% | 0.0% | 1430 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 514 | 358 | 0.31% | 0.63% | 1433 | -559 | -52.1% | Q1 2026 | Apr 24, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Reduced | 514 | 358 | 0.16% | 0.19% | 1432 | -2 | -0.39% | Q1 2026 | Apr 24, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 513 | 357 | 0.28% | 0.26% | 1436 | +28 | 5.77% | Q1 2026 | Apr 13, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 512 | 357 | 0.03% | 0.03% | 1434 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 512 | 357 | 0.02% | 0.02% | 1435 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| URS Advisory LLC | History | No change | 512 | 357 | 0.26% | 0.32% | 1437 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Guidance Point Advisors, LLC | History | No change | 509 | 356 | 0.08% | 0.09% | 1438 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | No change | 509 | 355 | 0.04% | 0.05% | 1439 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| GDS Wealth Management | History | Added to | 507 | 353 | 0.02% | 0.02% | 1441 | +41 | 8.8% | Q1 2026 | Apr 27, 2026 |
| Nadler Financial Group, Inc. | History | No change | 506 | 353 | 0.03% | 0.04% | 1440 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 469 | 353 | 0.03% | 0.03% | 1442 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 505 | 352 | 0.11% | 0.11% | 1444 | +77 | 17.99% | Q1 2026 | Apr 24, 2026 |
| BALANCED WEALTH GROUP LLC | History | Reduced | 505 | 352 | 0.13% | 0.15% | 1443 | -31 | -5.78% | Q1 2026 | Apr 23, 2026 |
| Colonial River Investments, LLC | History | Reduced | 503 | 350 | 0.13% | 0.15% | 1446 | -37 | -6.85% | Q1 2026 | Apr 27, 2026 |
| Ifrah Financial Services, Inc. | History | No change | 502 | 350 | 0.09% | 0.1% | 1445 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Creekside Partners | History | Added to | 501 | 349 | 0.14% | 0.16% | 1447 | +1 | 0.2% | Q1 2026 | Apr 21, 2026 |
| Clark Asset Management, LLC | History | Added to | 499 | 348 | 0.03% | 0.03% | 1452 | +100 | 25.06% | Q1 2026 | Apr 16, 2026 |
| CAMPBELL CAPITAL MANAGEMENT INC | History | No change | 499 | 348 | 0.17% | 0.13% | 1448 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 500 | 348 | 0.04% | 0.05% | 1449 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 500 | 348 | 0.07% | 0.08% | 1450 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| V2 Financial group LLC | History | No change | 500 | 348 | 0.16% | 0.19% | 1451 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 497 | 347 | 0.12% | 0.13% | 1454 | +26 | 5.52% | Q1 2026 | Apr 23, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 499 | 347 | 0.07% | 0.08% | 1453 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| InvesTrust | History | No change | 496 | 346 | 0.15% | 0.14% | 1455 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 497 | 346 | 0.34% | 0.38% | 1456 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 494 | 345 | 0.03% | 0.03% | 1457 | +2 | 0.41% | Q1 2026 | May 13, 2026 |
| Dentgroup LLC | History | No change | 458 | 345 | 0.24% | 0.24% | 1458 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Jacobs Equity LLC | History | Added to | 3,148 | 344 | 0.31% | 1.51% | 1459 | +1,073 | 51.71% | Q1 2026 | May 14, 2026 |
| Faithward Advisors, LLC | History | Added to | 492 | 343 | 0.05% | 0.05% | 1460 | +10 | 2.07% | Q1 2026 | Apr 17, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 492 | 343 | 0.04% | 0.05% | 1462 | -5 | -1.01% | Q1 2026 | May 04, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 449 | 343 | 0.02% | 0.02% | 1461 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LANE BROTHERS & CO INC | History | No change | 489 | 341 | 0.25% | 0.27% | 1463 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TriaGen Wealth Management LLC | History | No change | 490 | 341 | 0.09% | 0.1% | 1464 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vertex Planning Partners, LLC | History | No change | 490 | 341 | 0.07% | 0.09% | 1465 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KW WEALTH MANAGEMENT LLC | History | No change | 453 | 341 | 0.52% | 0.52% | 1466 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 488 | 340 | 0.08% | 0.09% | 1467 | -22 | -4.31% | Q1 2026 | Apr 20, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | No change | 487 | 340 | 0.03% | 0.03% | 1468 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 487 | 339 | 0.98% | 1.03% | 1469 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Reduced | 485 | 338 | 0.19% | 0.23% | 1471 | -60 | -11.01% | Q1 2026 | Apr 09, 2026 |
| Herold Advisors, Inc. | History | Reduced | 485 | 338 | 0.07% | 0.08% | 1470 | -3 | -0.61% | Q1 2026 | May 14, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 485 | 338 | 0.17% | 0.21% | 1472 | +2 | 0.41% | Q1 2026 | May 11, 2026 |
| DMKC Advisory Services, LLC | History | Reduced | 484 | 337 | 0.14% | 0.2% | 1473 | -111 | -18.66% | Q1 2026 | May 01, 2026 |
| Financial Solutions Advisory Group, Inc. | History | New | 483 | 336 | 0.05% | — | 1475 | +483 | New | Q1 2026 | Jun 01, 2026 |
| Summa Corp. | History | Added to | 482 | 336 | 0.14% | 0.11% | 1474 | +137 | 39.71% | Q1 2026 | Apr 30, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 481 | 335 | 0.0% | 0.0% | 1476 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 479 | 333 | 0.07% | 0.07% | 1477 | +1 | 0.21% | Q1 2026 | May 11, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 3,024 | 331 | 0.12% | 0.12% | 1478 | +2,614 | 637.56% | Q1 2026 | May 08, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 474 | 331 | 0.07% | 0.18% | 1480 | -602 | -55.95% | Q1 2026 | May 13, 2026 |
| ProVise Management Group, LLC | History | Reduced | 475 | 331 | 0.02% | 0.03% | 1479 | -4 | -0.84% | Q1 2026 | May 06, 2026 |
| ATLas Financial Planning LLC | History | Reduced | 472 | 329 | 0.3% | 0.51% | 1482 | -219 | -31.69% | Q1 2026 | Apr 27, 2026 |
| Virtue Capital Management, LLC | History | Added to | 485 | 329 | 0.05% | 0.03% | 1481 | +212 | 77.66% | Q1 2026 | May 07, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 471 | 328 | 0.03% | 0.04% | 1483 | -212 | -31.04% | Q1 2026 | Apr 08, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 469 | 327 | 0.01% | 0.01% | 1484 | -22 | -4.48% | Q1 2026 | May 14, 2026 |
| CONSCIOUS WEALTH INVESTMENTS, LLC | History | New | 415 | 325 | 0.18% | — | 1488 | +415 | New | Q1 2026 | Apr 23, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 467 | 325 | 0.31% | 0.33% | 1487 | +1 | 0.21% | Q1 2026 | May 06, 2026 |
| PFW Advisors LLC | History | No change | 466 | 325 | 0.1% | 0.11% | 1485 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Northwest Financial Advisors | History | No change | 466 | 325 | 0.63% | 0.72% | 1486 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Reduced | 465 | 324 | 0.02% | 0.02% | 1491 | -5 | -1.06% | Q1 2026 | May 13, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 465 | 324 | 0.0% | 0.01% | 1489 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | No change | 466 | 324 | 0.1% | 0.11% | 1490 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 463 | 323 | 0.04% | 0.23% | 1493 | -2,280 | -83.12% | Q1 2026 | Apr 08, 2026 |
| Briggs Wealth Management, Inc | History | Reduced | 464 | 323 | 0.34% | 0.5% | 1494 | -154 | -24.92% | Q1 2026 | May 15, 2026 |
| MWA Asset Management | History | Reduced | 464 | 323 | 0.18% | 0.21% | 1492 | -32 | -6.45% | Q1 2026 | May 13, 2026 |
| Klingman & Associates, LLC | History | Added to | 462 | 322 | 0.02% | 0.01% | 1495 | +82 | 21.58% | Q1 2026 | May 14, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 463 | 322 | 0.04% | 0.04% | 1496 | +5 | 1.09% | Q1 2026 | May 01, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | No change | 462 | 322 | 0.26% | 0.28% | 1497 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Matisse Capital | History | Added to | 461 | 321 | 0.14% | 0.14% | 1499 | +37 | 8.73% | Q1 2026 | May 08, 2026 |
| Cheviot Value Management, LLC | History | No change | 461 | 321 | 0.03% | 0.04% | 1498 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Vested Financial Planning, LLC | History | No change | 461 | 321 | 0.24% | 0.27% | 1500 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Plan Group Financial, LLC | History | Reduced | 459 | 320 | 0.08% | 0.19% | 1502 | -512 | -52.73% | Q1 2026 | Apr 13, 2026 |
| Walleye Trading LLC | History | New | 460 | 320 | 0.0% | — | 1503 | +460 | New | Q1 2026 | May 08, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 459 | 320 | 0.01% | 0.01% | 1501 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FOSTER & MOTLEY INC | History | New | 456 | 319 | 0.02% | — | 1507 | +456 | New | Q1 2026 | Apr 21, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 458 | 319 | 0.02% | 0.02% | 1505 | +17 | 3.85% | Q1 2026 | Apr 23, 2026 |
| LongView Wealth Management | History | Added to | 415 | 319 | 0.08% | 0.07% | 1506 | +16 | 4.01% | Q1 2026 | Apr 15, 2026 |
| Greenwich Wealth Management LLC | History | No change | 457 | 319 | 0.01% | 0.02% | 1504 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Balefire, LLC | History | New | 457 | 318 | 0.06% | — | 1509 | +457 | New | Q1 2026 | May 07, 2026 |
| DEFINE FINANCIAL, LLC | History | No change | 456 | 318 | 0.17% | 0.19% | 1508 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Oasis Advisors, LLC | History | New | 566 | 317 | 0.06% | — | 1512 | +566 | New | Q1 2026 | May 04, 2026 |
| BTS Asset Management, Inc. | History | New | 456 | 317 | 1.22% | — | 1511 | +456 | New | Q1 2026 | May 13, 2026 |
| Emerald Advisors, LLC | History | Reduced | 454 | 317 | 0.04% | 0.05% | 1510 | -1 | -0.22% | Q1 2026 | Apr 23, 2026 |
| Warner Group LLC | History | Reduced | 453 | 316 | 0.21% | 0.23% | 1514 | -39 | -7.93% | Q1 2026 | Apr 29, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 453 | 316 | 0.19% | 0.21% | 1516 | -12 | -2.58% | Q1 2026 | Apr 21, 2026 |
| Ipsen Advisor Group LLC | History | Reduced | 453 | 316 | 0.22% | 0.24% | 1513 | -4 | -0.88% | Q1 2026 | May 29, 2026 |
| GatePass Capital, LLC | History | No change | 454 | 316 | 0.15% | 0.18% | 1515 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 452 | 315 | 0.05% | 0.05% | 1517 | -4 | -0.88% | Q1 2026 | May 13, 2026 |
| Atlas Brown,Inc. | History | No change | 451 | 314 | 0.09% | 0.1% | 1518 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | No change | 450 | 313 | 0.04% | 0.05% | 1519 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 448 | 312 | 0.04% | 0.04% | 1520 | +1 | 0.22% | Q1 2026 | Apr 09, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | New | 447 | 311 | 0.02% | — | 1524 | +447 | New | Q1 2026 | Apr 17, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 447 | 311 | 0.08% | 0.1% | 1521 | -21 | -4.49% | Q1 2026 | Apr 15, 2026 |
| Johnson & White Wealth Management, LLC | History | No change | 447 | 311 | 0.13% | 0.15% | 1522 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | No change | 411 | 311 | 0.13% | 0.14% | 1523 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Cooper Financial Group | History | Reduced | 445 | 310 | 0.03% | 0.04% | 1527 | -28 | -5.92% | Q1 2026 | Apr 07, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 445 | 310 | 0.05% | 0.06% | 1526 | -17 | -3.68% | Q1 2026 | May 12, 2026 |
| Net Worth Advisory Group | History | Added to | 445 | 310 | 0.06% | 0.07% | 1528 | +6 | 1.37% | Q1 2026 | May 05, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | No change | 445 | 310 | 0.04% | 0.04% | 1525 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DT Investment Partners, LLC | History | Added to | 444 | 309 | 0.03% | 0.02% | 1529 | +165 | 59.14% | Q1 2026 | May 14, 2026 |
| Ruggiero Investments, Inc. | History | Reduced | 442 | 308 | 0.3% | 0.31% | 1533 | -17 | -3.7% | Q1 2026 | May 12, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 442 | 308 | 0.09% | 0.1% | 1530 | +1 | 0.23% | Q1 2026 | Apr 30, 2026 |
| BlackDiamond Wealth Management, LLC | History | No change | 442 | 308 | 0.15% | 0.16% | 1531 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Kelly Financial Services LLC | History | No change | 442 | 308 | 0.07% | 0.08% | 1532 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| RESOLUTE CAPITAL, LLC | History | Reduced | 441 | 307 | 0.12% | 0.14% | 1535 | -3 | -0.68% | Q1 2026 | May 12, 2026 |
| Apeiron RIA LLC | History | No change | 440 | 307 | 0.07% | 0.07% | 1534 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Avion Wealth | History | Added to | 440 | 306 | 0.06% | 0.04% | 1537 | +184 | 71.88% | Q1 2026 | May 01, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 440 | 306 | 0.05% | 0.05% | 1536 | +86 | 24.29% | Q1 2026 | Apr 21, 2026 |
| Rubicon Advisors, GP | History | Reduced | 439 | 306 | 0.27% | 0.32% | 1538 | -19 | -4.15% | Q1 2026 | May 14, 2026 |
| Stonebrook Private Inc. | History | Reduced | 438 | 305 | 0.06% | 0.07% | 1540 | -33 | -7.01% | Q1 2026 | May 11, 2026 |
| Endowment Wealth Management, Inc. | History | No change | 437 | 305 | 0.13% | 0.15% | 1539 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | Added to | 437 | 304 | 0.01% | 0.02% | 1544 | +23 | 5.56% | Q1 2026 | Apr 06, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 436 | 304 | 0.01% | 0.02% | 1541 | -10 | -2.24% | Q1 2026 | Apr 20, 2026 |
| Mattern Wealth Management LLC | History | No change | 436 | 304 | 0.06% | 0.06% | 1542 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HILL ISLAND FINANCIAL LLC | History | No change | 437 | 304 | 0.07% | 0.08% | 1543 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | New | 435 | 303 | 0.05% | — | 1546 | +435 | New | Q1 2026 | May 01, 2026 |
| First National Advisers, LLC | History | No change | 435 | 303 | 0.04% | 0.04% | 1545 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Valtrion Capital Management, LLC | History | Added to | 434 | 302 | 0.28% | 0.31% | 1547 | +23 | 5.6% | Q1 2026 | May 15, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 432 | 301 | 0.11% | 0.12% | 1550 | -52 | -10.74% | Q1 2026 | Apr 20, 2026 |
| D.B. Root & Company, LLC | History | Added to | 432 | 301 | 0.07% | 0.07% | 1548 | +36 | 9.09% | Q1 2026 | May 12, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Reduced | 432 | 301 | 0.08% | 0.09% | 1549 | -17 | -3.79% | Q1 2026 | Apr 10, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 431 | 300 | 0.04% | 0.05% | 1553 | -60 | -12.22% | Q1 2026 | May 15, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 430 | 300 | 0.03% | 0.04% | 1552 | -39 | -8.32% | Q1 2026 | Apr 07, 2026 |
| Ring Mountain Capital, LLC | History | Added to | 430 | 300 | 0.16% | 0.17% | 1554 | +2 | 0.47% | Q1 2026 | Apr 30, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | No change | 430 | 300 | 0.17% | 0.19% | 1551 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 429 | 299 | 0.02% | 0.08% | 1555 | -905 | -67.84% | Q1 2026 | Apr 23, 2026 |
| Prosperity Advisers, LLC | History | Added to | 429 | 299 | 0.25% | 0.25% | 1556 | +21 | 5.15% | Q1 2026 | Apr 23, 2026 |
| Next Level Private LLC | History | Added to | 427 | 297 | 0.07% | 0.06% | 1558 | +110 | 34.7% | Q1 2026 | Apr 23, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | No change | 427 | 297 | 0.06% | 0.07% | 1557 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Marquette Asset Management, LLC | History | No change | 425 | 296 | 0.04% | 0.05% | 1559 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Baugh & Associates, LLC | History | New | 424 | 295 | 0.13% | — | 1563 | +424 | New | Q1 2026 | Apr 16, 2026 |
| Independent Wealth Advisors LLC | History | Reduced | 423 | 295 | 0.29% | 0.35% | 1562 | -17 | -3.86% | Q1 2026 | May 22, 2026 |
| BSW Wealth Partners | History | No change | 424 | 295 | 0.04% | 0.04% | 1560 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Goldstein Advisors, LLC | History | No change | 423 | 295 | 0.03% | 0.04% | 1561 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Management LLC | History | Reduced | 422 | 294 | 0.03% | 0.05% | 1564 | -33 | -7.25% | Q1 2026 | May 11, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 422 | 294 | 0.08% | 0.09% | 1565 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Everest Management Corp. | History | No change | 422 | 294 | 0.15% | 0.18% | 1566 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Fort Point Capital Partners LLC | History | No change | 419 | 292 | 0.04% | 0.04% | 1567 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 420 | 292 | 0.07% | 0.08% | 1568 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 379 | 291 | 0.02% | 0.02% | 1569 | -15 | -3.81% | Q1 2026 | Apr 20, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 417 | 290 | 0.08% | 0.12% | 1570 | -160 | -27.73% | Q1 2026 | Apr 30, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 414 | 289 | 0.1% | 0.11% | 1571 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 414 | 288 | 0.06% | 0.05% | 1572 | +67 | 19.31% | Q1 2026 | Apr 15, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | No change | 413 | 288 | 0.18% | 0.18% | 1573 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SFM, LLC | History | No change | 413 | 288 | 0.17% | 0.18% | 1574 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Occidental Asset Management, LLC | History | New | 412 | 287 | 0.03% | — | 1578 | +412 | New | Q1 2026 | Apr 15, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 412 | 287 | 0.1% | 0.14% | 1576 | -97 | -19.06% | Q1 2026 | Apr 08, 2026 |
| CITY HOLDING CO | History | No change | 412 | 287 | 0.04% | 0.04% | 1575 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Madison Park Capital Advisors, LLC | History | No change | 412 | 287 | 0.23% | 0.25% | 1577 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BCM ADVISORS, LLC | History | Added to | 2,728 | 286 | 0.06% | 0.05% | 1579 | +2,392 | 711.9% | Q1 2026 | May 05, 2026 |
| Morse Asset Management, Inc | History | No change | 410 | 286 | 0.06% | 0.06% | 1580 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CHILTON INVESTMENT CO INC. | History | Added to | 409 | 285 | 0.01% | 0.01% | 1581 | +58 | 16.52% | Q1 2026 | May 15, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 409 | 285 | 0.01% | 0.01% | 1582 | -35 | -7.88% | Q1 2026 | Apr 16, 2026 |
| Rise Advisors, LLC | History | No change | 402 | 284 | 0.1% | 0.11% | 1583 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 408 | 284 | 0.12% | 0.14% | 1584 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Reduced | 407 | 283 | 0.0% | 0.01% | 1585 | -684 | -62.69% | Q1 2026 | Apr 13, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 407 | 283 | 0.14% | 0.16% | 1587 | +1 | 0.25% | Q1 2026 | Apr 22, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 406 | 283 | 0.12% | 0.13% | 1588 | +1 | 0.25% | Q1 2026 | Apr 07, 2026 |
| Tranquility Partners, LLC | History | No change | 406 | 283 | 0.11% | 0.11% | 1586 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 405 | 282 | 0.04% | 0.05% | 1589 | +31 | 8.29% | Q1 2026 | May 08, 2026 |
| Altus Wealth Group LLC | History | No change | 404 | 281 | 0.12% | 0.12% | 1590 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 403 | 281 | 0.15% | 0.16% | 1591 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GFG Capital, LLC | History | Added to | 402 | 280 | 0.09% | 0.11% | 1593 | +1 | 0.25% | Q1 2026 | Apr 21, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 402 | 280 | 0.04% | 0.04% | 1592 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Legacy Financial Strategies, LLC | History | No change | 402 | 280 | 0.05% | 0.05% | 1594 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 400 | 279 | 0.02% | 0.02% | 1595 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| IMPACTfolio, LLC | History | No change | 401 | 279 | 0.12% | 0.13% | 1596 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Morangie Management LLC | History | No change | 400 | 279 | 0.26% | 0.24% | 1597 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Infinity Wealth Counsel, LLC | History | No change | 400 | 279 | 0.26% | 0.27% | 1598 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Berman McAleer LLC | History | No change | 400 | 279 | 0.04% | 0.04% | 1599 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Manske Wealth Management | History | No change | 400 | 279 | 0.08% | 0.09% | 1600 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 399 | 278 | 0.0% | 0.0% | 1601 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 397 | 277 | 0.09% | 0.09% | 1602 | +3 | 0.76% | Q1 2026 | May 13, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | New | 396 | 276 | 0.09% | — | 1604 | +396 | New | Q1 2026 | Apr 27, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 397 | 276 | 0.01% | 0.01% | 1603 | -21 | -5.02% | Q1 2026 | Apr 28, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 395 | 275 | 0.04% | 0.95% | 1606 | -7,845 | -95.21% | Q1 2026 | Apr 08, 2026 |
| Newport Capital Group, LLC | History | New | 395 | 275 | 0.17% | — | 1607 | +395 | New | Q1 2026 | May 11, 2026 |
| M. Kraus & Co | History | Reduced | 3,125 | 275 | 0.08% | 0.13% | 1605 | -284 | -8.33% | Q1 2026 | Apr 14, 2026 |
| Verus Financial Partners, Inc. | History | No change | 346 | 274 | 0.02% | 0.02% | 1608 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Lifeworks Advisors, LLC | History | New | 391 | 272 | 0.03% | — | 1610 | +391 | New | Q1 2026 | May 04, 2026 |
| Frederick Financial Consultants, LLC | History | No change | 391 | 272 | 0.14% | 0.16% | 1609 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 389 | 271 | 0.03% | 0.03% | 1611 | -15 | -3.71% | Q1 2026 | Apr 17, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | No change | 389 | 271 | 0.1% | 0.11% | 1612 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | No change | 389 | 271 | 0.1% | 0.12% | 1613 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 388 | 270 | 0.04% | 0.05% | 1614 | +17 | 4.58% | Q1 2026 | May 06, 2026 |
| American Financial Advisors, LLC | History | No change | 388 | 270 | 0.04% | 0.04% | 1615 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CMH Wealth Management LLC | History | New | 385 | 268 | 0.05% | — | 1616 | +385 | New | Q1 2026 | Apr 13, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 384 | 267 | 0.17% | — | 1618 | +384 | New | Q1 2026 | Apr 14, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 384 | 267 | 0.03% | 0.03% | 1617 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Gerald Baker Financial Group LLC | History | New | 382 | 266 | 0.08% | — | 1619 | +382 | New | Q1 2026 | May 06, 2026 |
| Chicago Capital, LLC | History | No change | 380 | 265 | 0.01% | 0.01% | 1620 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Carrera Capital Advisors | History | No change | 380 | 264 | 0.04% | 0.05% | 1621 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Wealth Architects, LLC | History | Reduced | 377 | 263 | 0.02% | 0.03% | 1624 | -5 | -1.31% | Q1 2026 | May 15, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 377 | 263 | 0.07% | 0.08% | 1622 | -3 | -0.79% | Q1 2026 | May 11, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 378 | 263 | 0.02% | 0.02% | 1623 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Viewpoint Capital Management LLC | History | No change | 377 | 263 | 0.12% | 0.12% | 1625 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 376 | 262 | 0.03% | 0.04% | 1626 | -150 | -28.52% | Q1 2026 | Apr 28, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 376 | 262 | 0.01% | 0.01% | 1627 | -50 | -11.74% | Q1 2026 | May 14, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 375 | 261 | 0.13% | 0.15% | 1628 | -22 | -5.54% | Q1 2026 | Apr 17, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 375 | 261 | 0.08% | 0.06% | 1629 | -10 | -2.6% | Q1 2026 | May 12, 2026 |
| Morton Capital Management LLC/CA | History | Reduced | 373 | 260 | 0.04% | 0.05% | 1634 | -20 | -5.09% | Q1 2026 | Apr 21, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 366 | 260 | 0.06% | 0.06% | 1631 | -16 | -4.19% | Q1 2026 | Apr 08, 2026 |
| Williams & Novak, LLC | History | Added to | 369 | 260 | 0.19% | 0.21% | 1633 | +2 | 0.54% | Q1 2026 | Apr 20, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 374 | 260 | 0.11% | 0.13% | 1630 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Beacon Wealthcare LLC | History | No change | 373 | 260 | 0.09% | 0.1% | 1632 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Battery Global Advisors, LLC | History | Reduced | 371 | 258 | 0.14% | 0.54% | 1635 | -5,742 | -93.93% | Q1 2026 | May 14, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 371 | 258 | 0.09% | 0.08% | 1637 | +8 | 2.2% | Q1 2026 | May 15, 2026 |
| Clarus Wealth Advisors | History | No change | 360 | 258 | 0.11% | 0.11% | 1636 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 370 | 258 | 0.15% | 0.18% | 1638 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 369 | 257 | 0.09% | 0.1% | 1639 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Emissary Wealth LLC | History | No change | 369 | 257 | 0.24% | 0.23% | 1640 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 367 | 256 | 0.02% | 0.06% | 1641 | -647 | -63.81% | Q1 2026 | May 07, 2026 |
| Pioneer Wealth Management Group | History | Added to | 367 | 256 | 0.07% | 0.08% | 1642 | +8 | 2.23% | Q1 2026 | Apr 08, 2026 |
| Fiera Capital Corp | History | No change | 366 | 255 | 0.0% | 0.0% | 1643 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Values First Advisors, Inc. | History | No change | 366 | 255 | 0.13% | 0.14% | 1644 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Apriem Advisors | History | No change | 364 | 254 | 0.02% | 0.03% | 1645 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 363 | 253 | 0.03% | 0.03% | 1649 | -64 | -14.99% | Q1 2026 | May 12, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Reduced | 363 | 253 | 0.1% | 0.12% | 1647 | -38 | -9.48% | Q1 2026 | Apr 08, 2026 |
| TKG Advisors, LLC | History | Added to | 364 | 253 | 0.1% | 0.11% | 1646 | +6 | 1.68% | Q1 2026 | Apr 24, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | No change | 363 | 253 | 0.07% | 0.08% | 1648 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Reduced | 362 | 252 | 0.11% | 0.26% | 1653 | -291 | -44.56% | Q1 2026 | Apr 28, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 362 | 252 | 0.03% | 0.04% | 1650 | -27 | -6.94% | Q1 2026 | May 11, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 363 | 252 | 0.07% | 0.08% | 1651 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 362 | 252 | 0.03% | 0.03% | 1652 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 360 | 251 | 0.0% | 0.12% | 1655 | -116,760 | -99.69% | Q1 2026 | May 15, 2026 |
| MCDANIEL TERRY & CO | History | Added to | 360 | 251 | 0.02% | 0.02% | 1654 | +20 | 5.88% | Q1 2026 | May 05, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 360 | 251 | 0.11% | 0.11% | 1658 | -4 | -1.1% | Q1 2026 | Apr 28, 2026 |
| TruNorth Capital Management, LLC | History | No change | 360 | 251 | 0.05% | 0.05% | 1656 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 361 | 251 | 0.01% | 0.01% | 1657 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Miller Capital Partners, Inc. | History | No change | 360 | 251 | 0.12% | 0.14% | 1659 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JERICHO FINANCIAL, LLP | History | Added to | 360 | 250 | 0.16% | 0.16% | 1661 | +5 | 1.41% | Q1 2026 | Apr 29, 2026 |
| REBALANCE, LLC | History | No change | 358 | 250 | 0.01% | 0.02% | 1660 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Thompson David Blair | History | No change | 359 | 250 | 0.14% | 0.15% | 1662 | 0 | 0.0% | Q1 2026 | Aug 14, 2026 |
| Downshift Financial, LLC | History | Added to | 2,447 | 249 | 0.13% | 0.3% | 1663 | +1,763 | 257.75% | Q1 2026 | Apr 29, 2026 |
| Asset Dedication, LLC | History | Reduced | 356 | 248 | 0.02% | 0.03% | 1664 | -202 | -36.2% | Q1 2026 | May 29, 2026 |
| Financial Security Advisor, Inc. | History | No change | 355 | 248 | 0.05% | 0.05% | 1665 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | New | 353 | 246 | 0.08% | — | 1668 | +353 | New | Q1 2026 | May 13, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Reduced | 354 | 246 | 0.09% | 0.15% | 1666 | -228 | -39.18% | Q1 2026 | Apr 21, 2026 |
| Cresta Advisors, Ltd. | History | Reduced | 354 | 246 | 0.1% | 0.13% | 1667 | -63 | -15.11% | Q1 2026 | Apr 27, 2026 |
| Scientech Research LLC | History | New | 352 | 245 | 0.2% | — | 1670 | +352 | New | Q1 2026 | May 15, 2026 |
| Weaver Consulting Group | History | Reduced | 352 | 245 | 0.06% | 0.07% | 1669 | -6 | -1.68% | Q1 2026 | May 15, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Added to | 350 | 244 | 0.13% | 0.14% | 1673 | +1 | 0.29% | Q1 2026 | Apr 22, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | No change | 351 | 244 | 0.04% | 0.06% | 1671 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Neumann Capital Management, LLC | History | No change | 350 | 244 | 0.07% | 0.08% | 1672 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 2,329 | 243 | 0.04% | 0.04% | 1674 | +2,038 | 700.34% | Q1 2026 | May 11, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 349 | 243 | 0.15% | 0.07% | 1676 | +207 | 145.77% | Q1 2026 | May 11, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 349 | 243 | 0.08% | 0.07% | 1675 | +62 | 21.6% | Q1 2026 | Apr 08, 2026 |
| Bluesphere Advisors LLC | History | No change | 347 | 242 | 0.09% | 0.12% | 1677 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| X-Square Capital, LLC | History | Reduced | 345 | 241 | 0.08% | 0.09% | 1678 | -17 | -4.7% | Q1 2026 | May 15, 2026 |
| Planned Solutions, Inc. | History | Reduced | 347 | 241 | 0.08% | 0.09% | 1680 | -7 | -1.98% | Q1 2026 | Apr 09, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 346 | 241 | 0.03% | 0.04% | 1679 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ballew Advisors, Inc | History | Added to | 324 | 240 | 0.14% | 0.14% | 1681 | +7 | 2.21% | Q1 2026 | Apr 10, 2026 |
| Inscription Capital, LLC | History | No change | 344 | 240 | 0.03% | 0.03% | 1682 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Financial Advisors Network, Inc. | History | Added to | 344 | 239 | 0.03% | 0.03% | 1683 | +72 | 26.47% | Q1 2026 | May 14, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 344 | 239 | 0.08% | 0.1% | 1684 | +7 | 2.08% | Q1 2026 | Apr 24, 2026 |
| Axos Invest Inc. | History | Reduced | 342 | 238 | 0.18% | 0.26% | 1688 | -127 | -27.08% | Q1 2026 | May 12, 2026 |
| AF Advisors, Inc. | History | No change | 342 | 238 | 0.13% | 0.1% | 1685 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Pitti Group Wealth Management, LLC | History | No change | 342 | 238 | 0.19% | 0.21% | 1686 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 341 | 238 | 0.11% | 0.13% | 1687 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Evernest Financial Advisors, LLC | History | Added to | 2,273 | 237 | 0.05% | 0.04% | 1693 | +1,989 | 700.35% | Q1 2026 | May 04, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Added to | 341 | 237 | 0.06% | 0.05% | 1689 | +38 | 12.54% | Q1 2026 | Apr 28, 2026 |
| NFSG Corp | History | Added to | 341 | 237 | 0.04% | 0.04% | 1691 | +34 | 11.07% | Q1 2026 | May 05, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 341 | 237 | 0.12% | 0.13% | 1694 | +16 | 4.92% | Q1 2026 | Apr 21, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | No change | 341 | 237 | 0.11% | 0.1% | 1690 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Trevian Wealth Management LLC | History | No change | 341 | 237 | 0.12% | 0.12% | 1692 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| COWA, LLC | History | No change | 337 | 235 | 0.06% | 0.08% | 1695 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Intellus Advisors LLC | History | No change | 337 | 235 | 0.03% | 0.03% | 1696 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Marin Bay Wealth Advisors, LLC | History | No change | 338 | 235 | 0.14% | 0.15% | 1697 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MAIRS & POWER INC | History | New | 334 | 233 | 0.0% | — | 1702 | +334 | New | Q1 2026 | May 13, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 335 | 233 | 0.03% | 0.04% | 1700 | -17 | -4.83% | Q1 2026 | Apr 21, 2026 |
| Invesco Ltd. | History | No change | 335 | 233 | 0.0% | 0.0% | 1698 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cottage Street Advisors LLC | History | No change | 334 | 233 | 0.1% | 0.11% | 1699 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 334 | 233 | 0.17% | 0.17% | 1701 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cedar Wealth Management, LLC | History | No change | 333 | 232 | 0.07% | 0.08% | 1703 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | No change | 345 | 231 | 0.14% | 0.14% | 1704 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| McGowan Group Asset Management, Inc. | History | No change | 332 | 231 | 0.03% | 0.03% | 1705 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Arista Wealth Management, LLC | History | No change | 332 | 231 | 0.03% | 0.03% | 1706 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Burton Enright Welch | History | Reduced | 331 | 230 | 0.03% | 0.04% | 1710 | -32 | -8.82% | Q1 2026 | May 01, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 331 | 230 | 0.03% | 0.04% | 1707 | +10 | 3.12% | Q1 2026 | Apr 29, 2026 |
| GenWealth Group, Inc. | History | No change | 330 | 230 | 0.04% | 0.04% | 1708 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 331 | 230 | 0.05% | 0.06% | 1709 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 328 | 229 | 0.02% | 0.01% | 1712 | +56 | 20.59% | Q1 2026 | May 12, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 329 | 229 | 0.15% | 0.16% | 1714 | -14 | -4.08% | Q1 2026 | Apr 21, 2026 |
| Resolute Wealth Strategies, LLC | History | Added to | 330 | 229 | 0.1% | 0.11% | 1713 | +1 | 0.3% | Q1 2026 | May 07, 2026 |
| Pacific Center for Financial Services | History | No change | 329 | 229 | 0.06% | 0.06% | 1711 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Blue Edge Capital, LLC | History | Added to | 328 | 228 | 0.03% | 0.03% | 1715 | +30 | 10.07% | Q1 2026 | Jun 02, 2026 |
| Commerce Advisors, LLC | History | New | 325 | 226 | 0.19% | — | 1719 | +325 | New | Q1 2026 | May 12, 2026 |
| PICTET BANK & TRUST Ltd | History | No change | 324 | 226 | 0.3% | 0.29% | 1716 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Creegan & Nassoura Financial Group, LLC | History | No change | 300 | 226 | 0.15% | 0.15% | 1717 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Athena Wealth Management, LLC | History | No change | 324 | 226 | 0.18% | 0.24% | 1718 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FWG Investments, LLC. | History | New | 324 | 225 | 0.14% | — | 1722 | +324 | New | Q1 2026 | Apr 21, 2026 |
| New Republic Capital, LLC | History | No change | 323 | 225 | 0.08% | 0.06% | 1720 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Hopwood Nicholas Hunter | History | No change | 324 | 225 | 0.07% | 0.08% | 1721 | 0 | 0.0% | Q1 2026 | Aug 14, 2026 |
| Johnson Financial Group, LLC | History | Added to | 321 | 224 | 0.01% | 0.01% | 1724 | +20 | 6.64% | Q1 2026 | May 14, 2026 |
| GM Advisory Group, LLC | History | Reduced | 322 | 224 | 0.01% | 0.01% | 1723 | -2 | -0.62% | Q1 2026 | Apr 28, 2026 |
| Strategic Investment Advisors / MI | History | New | 320 | 223 | 0.02% | — | 1727 | +320 | New | Q1 2026 | May 18, 2026 |
| CORBYN INVESTMENT MANAGEMENT INC/MD | History | Reduced | 321 | 223 | 0.07% | 0.09% | 1725 | -81 | -20.15% | Q1 2026 | Apr 28, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 320 | 223 | 0.01% | 0.01% | 1726 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Stanich Group LLC | History | No change | 318 | 222 | 0.17% | 0.18% | 1728 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 318 | 221 | 0.02% | 0.02% | 1731 | -41 | -11.42% | Q1 2026 | May 13, 2026 |
| HORAN Wealth, LLC | History | Reduced | 317 | 221 | 0.02% | 0.04% | 1732 | -25 | -7.31% | Q1 2026 | May 08, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 318 | 221 | 0.12% | 0.13% | 1729 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| IMZ Advisory Inc | History | No change | 317 | 221 | 0.08% | 0.09% | 1730 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Fusion Family Wealth, LLC | History | New | 314 | 219 | 0.02% | — | 1736 | +314 | New | Q1 2026 | May 05, 2026 |
| PLANNING DIRECTIONS INC | History | No change | 315 | 219 | 0.11% | 0.12% | 1733 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BURNS J W & CO INC/NY | History | No change | 314 | 219 | 0.03% | 0.03% | 1734 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SNS Financial Group, LLC | History | No change | 315 | 219 | 0.02% | 0.02% | 1735 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HM PAYSON & CO | History | Reduced | 313 | 218 | 0.0% | 0.0% | 1737 | -73 | -18.91% | Q1 2026 | Apr 13, 2026 |
| PHILADELPHIA TRUST CO | History | Reduced | 312 | 218 | 0.02% | 0.02% | 1738 | -3 | -0.95% | Q1 2026 | May 13, 2026 |
| Midwest Financial Group LLC | History | Added to | 314 | 218 | 0.09% | 0.1% | 1739 | +1 | 0.32% | Q1 2026 | Apr 22, 2026 |
| VanderPol Investments L.L.C. | History | No change | 290 | 218 | 0.38% | 0.38% | 1740 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 312 | 217 | 0.03% | 0.04% | 1741 | +13 | 4.35% | Q1 2026 | Apr 21, 2026 |
| Quad-Cities Investment Group, LLC | History | New | 309 | 215 | 0.09% | — | 1742 | +309 | New | Q1 2026 | Apr 21, 2026 |
| FSA Advisors, Inc. | History | Reduced | 306 | 213 | 0.14% | 0.18% | 1743 | -7,375 | -96.02% | Q1 2026 | May 06, 2026 |
| Equita Financial Network, Inc. | History | New | 306 | 213 | 0.07% | — | 1747 | +306 | New | Q1 2026 | Apr 23, 2026 |
| Kaizen Financial Strategies | History | New | 270 | 213 | 0.09% | — | 1746 | +270 | New | Q1 2026 | May 01, 2026 |
| Unconventional Investor, LLC | History | Added to | 306 | 213 | 0.1% | 0.11% | 1744 | +1 | 0.33% | Q1 2026 | May 18, 2026 |
| Heritage Family Offices, LLP | History | No change | 306 | 213 | 0.09% | 0.1% | 1745 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Essex LLC | History | New | 305 | 212 | 0.04% | — | 1753 | +305 | New | Q1 2026 | Apr 24, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | Reduced | 304 | 212 | 0.06% | 0.07% | 1750 | -11 | -3.49% | Q1 2026 | May 01, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Reduced | 304 | 212 | 0.01% | 0.01% | 1748 | -6 | -1.94% | Q1 2026 | Apr 24, 2026 |
| Callahan Advisors, LLC | History | No change | 304 | 212 | 0.02% | 0.02% | 1749 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HFG Advisors, Inc. | History | No change | 304 | 212 | 0.15% | 0.17% | 1751 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 304 | 212 | 0.06% | 0.06% | 1752 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 303 | 211 | 0.01% | 0.02% | 1754 | -568 | -65.21% | Q1 2026 | May 18, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 303 | 211 | 0.05% | 0.03% | 1755 | +131 | 76.16% | Q1 2026 | Apr 29, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Reduced | 303 | 211 | 0.12% | 0.15% | 1757 | -6 | -1.94% | Q1 2026 | May 11, 2026 |
| Ranch Capital Advisors Inc. | History | No change | 303 | 211 | 0.08% | 0.08% | 1756 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Raub Brock Capital Management LP | History | New | 302 | 210 | 0.05% | — | 1759 | +302 | New | Q1 2026 | Apr 15, 2026 |
| 5th Street Advisors, LLC | History | No change | 301 | 210 | 0.09% | 0.11% | 1758 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | New | 300 | 209 | 0.14% | — | 1764 | +300 | New | Q1 2026 | May 04, 2026 |
| INSIGHT 2811, INC. | History | No change | 300 | 209 | 0.09% | 0.1% | 1760 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Aries Wealth Management | History | No change | 300 | 209 | 0.05% | 0.05% | 1761 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 300 | 209 | 0.18% | 0.2% | 1762 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PINCUS CAPITAL MANAGEMENT, LP | History | No change | 300 | 209 | 0.15% | 0.15% | 1763 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 2,017 | 208 | 0.04% | 0.07% | 1767 | +1,598 | 381.38% | Q1 2026 | May 01, 2026 |
| MOTCO | History | No change | 299 | 208 | 0.02% | 0.02% | 1765 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 299 | 208 | 0.04% | 0.04% | 1766 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cedarwood Wealth LLC | History | No change | 299 | 208 | 0.21% | 0.25% | 1768 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 297 | 207 | 0.04% | 0.05% | 1771 | -54 | -15.38% | Q1 2026 | Apr 13, 2026 |
| Gilbert & Cook, Inc. | History | No change | 297 | 207 | 0.03% | 0.03% | 1769 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JT Stratford LLC | History | No change | 297 | 207 | 0.03% | 0.03% | 1770 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SACHEM HILL LLC | History | No change | 297 | 207 | 0.04% | 0.04% | 1772 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strategic Point Investment Advisors, LLC | History | No change | 296 | 206 | 0.03% | 0.03% | 1773 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 296 | 206 | 0.04% | 0.04% | 1774 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 294 | 205 | 0.09% | 0.09% | 1776 | +4 | 1.38% | Q1 2026 | May 01, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 295 | 205 | 0.02% | 0.02% | 1775 | +1 | 0.34% | Q1 2026 | May 07, 2026 |
| Harborfront Financial Group LLC | History | No change | 273 | 205 | 1.53% | 1.53% | 1777 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 293 | 204 | 0.01% | 0.02% | 1778 | -135 | -31.54% | Q1 2026 | May 07, 2026 |
| Align Financial, LLC | History | Reduced | 292 | 203 | 0.12% | 0.13% | 1782 | -219,808 | -99.87% | Q1 2026 | May 08, 2026 |
| Abacus Planning Group, Inc. | History | New | 292 | 203 | 0.03% | — | 1784 | +292 | New | Q1 2026 | Apr 07, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | New | 291 | 203 | 0.02% | — | 1785 | +291 | New | Q1 2026 | Apr 30, 2026 |
| Independence Bank of Kentucky | History | Reduced | 291 | 203 | 0.03% | 0.03% | 1780 | -25 | -7.91% | Q1 2026 | Apr 30, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 284 | 203 | 0.02% | 0.03% | 1781 | +18 | 6.77% | Q1 2026 | Apr 10, 2026 |
| Opus Capital Group, LLC | History | No change | 291 | 203 | 0.02% | 0.02% | 1779 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Henson-Edgewater Management, LLC | History | No change | 292 | 203 | 0.13% | 0.13% | 1783 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 290 | 202 | 0.03% | 0.03% | 1787 | +9 | 3.2% | Q1 2026 | Apr 13, 2026 |
| LMCG INVESTMENTS, LLC | History | No change | 290 | 202 | 0.01% | 0.01% | 1786 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Juno Financial Group LLC | History | No change | 290 | 202 | 0.08% | 0.09% | 1788 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 289 | 201 | 0.0% | — | 1793 | +289 | New | Q1 2026 | May 12, 2026 |
| BANK HAPOALIM BM | History | Reduced | 288 | 201 | 0.03% | 0.03% | 1789 | -131 | -31.26% | Q1 2026 | May 04, 2026 |
| Boyer Financial Services, Inc. | History | Reduced | 289 | 201 | 0.21% | 0.23% | 1792 | -4 | -1.37% | Q1 2026 | Apr 10, 2026 |
| M3 Advisory Group, LLC | History | Reduced | 289 | 201 | 0.12% | 0.13% | 1791 | -2 | -0.69% | Q1 2026 | Apr 22, 2026 |
| Private Wealth Group, LLC | History | No change | 289 | 201 | 0.09% | 0.1% | 1790 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 288 | 200 | 0.02% | 0.03% | 1794 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 286 | 199 | 0.03% | 0.03% | 1795 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Davis Capital Management | History | Reduced | 284 | 198 | 0.13% | 0.15% | 1796 | -3 | -1.05% | Q1 2026 | Apr 16, 2026 |
| Jackson Hole Capital Partners, LLC | History | Reduced | 280 | 195 | 0.03% | 0.04% | 1797 | -20 | -6.67% | Q1 2026 | May 08, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 277 | 193 | 0.06% | 0.06% | 1798 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Wellington Grp LLC | History | Added to | 269 | 188 | 0.06% | 0.07% | 1799 | +2 | 0.75% | Q1 2026 | May 22, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 268 | 186 | 0.02% | 0.02% | 1800 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Arlington Trust Co LLC | History | Added to | 263 | 183 | 0.02% | 0.02% | 1801 | +58 | 28.29% | Q1 2026 | Apr 08, 2026 |
| Hills Bank & Trust Co | History | New | 262 | 182 | 0.01% | — | 1802 | +262 | New | Q1 2026 | May 01, 2026 |
| Nemes Rush Group LLC | History | Added to | 255 | 177 | 0.02% | 0.02% | 1803 | +7 | 2.82% | Q1 2026 | Apr 21, 2026 |
| Minot DeBlois Advisors LLC | History | New | 250 | 174 | 0.16% | — | 1806 | +250 | New | Q1 2026 | May 08, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 250 | 174 | 0.02% | 0.02% | 1805 | -17 | -6.37% | Q1 2026 | May 06, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 250 | 174 | 0.02% | 0.02% | 1804 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 249 | 173 | 0.0% | 0.0% | 1807 | -15 | -5.68% | Q1 2026 | May 05, 2026 |
| Private Wealth Management Group, LLC | History | No change | 246 | 171 | 0.04% | 0.05% | 1808 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 230 | 170 | 0.0% | 0.0% | 1809 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 245 | 170 | 0.01% | 0.01% | 1810 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 214 | 161 | 0.1% | 0.1% | 1811 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 218 | 152 | 0.14% | 2.13% | 1813 | -21,336 | -98.99% | Q1 2026 | May 11, 2026 |
| Park Place Capital Corp | History | Reduced | 219 | 152 | 0.03% | 0.03% | 1814 | -5 | -2.23% | Q1 2026 | Apr 09, 2026 |
| Hanson & Doremus Investment Management | History | No change | 218 | 152 | 0.02% | 0.02% | 1812 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| IFG Advisory, LLC | History | Reduced | 218 | 151 | 0.43% | 0.52% | 1815 | -15,541 | -98.62% | Q1 2026 | May 12, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 215 | 150 | 0.03% | 0.03% | 1816 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 212 | 147 | 0.03% | 0.04% | 1817 | -12 | -5.36% | Q1 2026 | May 06, 2026 |
| Anfield Capital Management, LLC | History | No change | 208 | 145 | 0.04% | 0.05% | 1818 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 207 | 144 | 0.01% | 0.01% | 1819 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ORG Partners LLC | History | No change | 191 | 143 | 0.03% | 0.03% | 1820 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 203 | 141 | 0.02% | 0.02% | 1821 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Solstein Capital, LLC | History | New | 200 | 139 | 0.06% | — | 1822 | +200 | New | Q1 2026 | May 14, 2026 |
| Portus Wealth Advisors, LLC | History | New | 200 | 139 | 0.13% | — | 1823 | +200 | New | Q1 2026 | Apr 22, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 199 | 138 | 0.01% | 0.01% | 1824 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 198 | 138 | 0.07% | 0.07% | 1825 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 179 | 134 | 0.05% | 0.05% | 1826 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 192 | 133 | 0.09% | 0.09% | 1827 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 175 | 131 | 0.01% | 0.01% | 1828 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 187 | 130 | 0.05% | 0.05% | 1830 | +22 | 13.33% | Q1 2026 | May 07, 2026 |
| S.A. Mason LLC | History | No change | 187 | 130 | 0.05% | 0.06% | 1829 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Millstone Evans Group, LLC | History | No change | 178 | 124 | 0.07% | 0.08% | 1831 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Reduced | 175 | 122 | 0.04% | 0.05% | 1832 | -66 | -27.39% | Q1 2026 | Aug 07, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 174 | 121 | 0.01% | 0.01% | 1833 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| West Branch Capital LLC | History | Added to | 168 | 117 | 0.03% | 0.03% | 1835 | +1 | 0.6% | Q1 2026 | Apr 14, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 1,350 | 117 | 0.06% | 0.53% | 1834 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 163 | 113 | 0.04% | 0.06% | 1836 | -35 | -17.68% | Q1 2026 | May 01, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 163 | 113 | 0.04% | 0.04% | 1837 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Sherman Asset Management, Inc. | History | No change | 161 | 112 | 0.1% | 0.1% | 1838 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Roxbury Financial LLC | History | No change | 160 | 111 | 0.1% | 0.11% | 1839 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Copia Wealth Management | History | Added to | 159 | 110 | 0.08% | 0.02% | 1841 | +125 | 367.65% | Q1 2026 | May 04, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 158 | 110 | 0.01% | 0.01% | 1840 | +10 | 6.76% | Q1 2026 | Apr 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 156 | 108 | 0.02% | 0.02% | 1844 | -3 | -1.89% | Q1 2026 | May 15, 2026 |
| Pacifica Partners Inc. | History | No change | 156 | 108 | 0.04% | 0.05% | 1842 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Ransom Advisory, Ltd | History | No change | 144 | 108 | 0.04% | 0.04% | 1843 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Coastline Trust Co | History | Reduced | 154 | 107 | 0.01% | 0.01% | 1845 | -55 | -26.32% | Q1 2026 | Apr 03, 2026 |
| Triumph Capital Management | History | Added to | 154 | 107 | 0.02% | 0.02% | 1846 | +2 | 1.32% | Q1 2026 | May 13, 2026 |
| Redwood Park Advisors LLC | History | No change | 154 | 107 | 0.07% | 0.08% | 1847 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Aventura Private Wealth, LLC | History | No change | 152 | 106 | 0.04% | 0.04% | 1848 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PlanVest Financial, Inc | History | New | 148 | 103 | 0.08% | — | 1851 | +148 | New | Q1 2026 | May 14, 2026 |
| CNB Bank | History | Added to | 148 | 103 | 0.04% | 0.03% | 1849 | +39 | 35.78% | Q1 2026 | May 06, 2026 |
| Clark Wealth Partners | History | No change | 149 | 103 | 0.07% | 0.07% | 1850 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Avalon Trust Co | History | Reduced | 145 | 101 | 0.01% | 0.01% | 1852 | -11 | -7.05% | Q1 2026 | May 06, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 144 | 100 | 0.0% | 0.01% | 1853 | -40 | -21.74% | Q1 2026 | Apr 21, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 143 | 99 | 0.0% | 0.0% | 1854 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 141 | 98 | 0.07% | 0.01% | 1855 | +130 | 1181.82% | Q1 2026 | Apr 27, 2026 |
| Fairway Wealth LLC | History | Added to | 140 | 97 | 0.03% | 0.0% | 1856 | +136 | 3400.0% | Q1 2026 | Apr 23, 2026 |
| Rialto Wealth Management, LLC | History | No change | 137 | 95 | 0.02% | 0.02% | 1857 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Peterson Wealth Services | History | No change | 135 | 94 | 0.02% | 0.03% | 1858 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 134 | 93 | 0.01% | 0.01% | 1860 | -13 | -8.84% | Q1 2026 | May 12, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 133 | 93 | 0.03% | 0.03% | 1859 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 130 | 90 | 0.0% | 0.0% | 1861 | -7 | -5.11% | Q1 2026 | Apr 17, 2026 |
| Operose Advisors LLC | History | Added to | 129 | 90 | 0.02% | 0.02% | 1862 | +2 | 1.57% | Q1 2026 | May 12, 2026 |
| Piscataqua Savings Bank | History | No change | 125 | 87 | 0.06% | 0.07% | 1863 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 125 | 87 | 0.01% | 0.01% | 1864 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| YANKCOM Partnership | History | No change | 126 | 87 | 0.04% | 0.04% | 1865 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Strive Financial Group ,LLC | History | Reduced | 122 | 85 | 0.05% | 0.05% | 1866 | -4 | -3.17% | Q1 2026 | May 15, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 120 | 84 | 0.07% | 0.09% | 1867 | -20 | -14.29% | Q1 2026 | May 11, 2026 |
| Trask Adam Roland | History | New | 118 | 82 | 0.08% | — | 1868 | +118 | New | Q1 2026 | May 15, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 115 | 80 | 0.04% | — | 1871 | +115 | New | Q1 2026 | May 14, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 115 | 80 | 0.01% | 0.01% | 1869 | 0 | 0.0% | Q1 2026 | Jul 27, 2026 |
| Robinswood Financial LLC | History | No change | 115 | 80 | 0.03% | 0.03% | 1870 | 0 | 0.0% | Q1 2026 | Jul 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 114 | 79 | 0.04% | — | 1872 | +114 | New | Q1 2026 | May 13, 2026 |
| Hilltop National Bank | History | No change | 111 | 77 | 0.02% | 0.02% | 1873 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 110 | 76 | 0.01% | 0.01% | 1874 | -30 | -21.43% | Q1 2026 | May 11, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 103 | 71 | 0.01% | 0.01% | 1875 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NorthAvenue LLC | History | No change | 102 | 71 | 0.06% | 0.06% | 1876 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| VESTOR CAPITAL, LLC | History | New | 100 | 70 | 0.01% | — | 1879 | +100 | New | Q1 2026 | May 21, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 101 | 70 | 0.0% | 0.0% | 1877 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Byrne Asset Management LLC | History | No change | 101 | 70 | 0.04% | 0.04% | 1878 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Carolina Wealth Advisors, LLC | History | Reduced | 99 | 69 | 0.03% | 0.03% | 1880 | -4 | -3.88% | Q1 2026 | Apr 07, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 100 | 69 | 0.03% | 0.03% | 1881 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| IFS Advisors, LLC | History | No change | 96 | 67 | 0.03% | 0.04% | 1882 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 96 | 67 | 0.02% | 0.03% | 1883 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 95 | 66 | 0.01% | 0.01% | 1884 | -5 | -5.0% | Q1 2026 | May 11, 2026 |
| FIRST COMMUNITY TRUST NA | History | Added to | 94 | 65 | 0.05% | 0.03% | 1885 | +41 | 77.36% | Q1 2026 | Apr 16, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 94 | 65 | 0.04% | 0.04% | 1886 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Synergy Investment Management, LLC | History | New | 92 | 64 | 0.02% | — | 1888 | +92 | New | Q1 2026 | May 14, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 92 | 64 | 0.05% | 0.05% | 1887 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Colonial Trust Advisors | History | No change | 91 | 63 | 0.0% | 0.01% | 1889 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| IAG Wealth Partners, LLC | History | No change | 91 | 63 | 0.01% | 0.01% | 1890 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 89 | 62 | 0.01% | 0.0% | 1892 | +73 | 456.25% | Q1 2026 | May 06, 2026 |
| Orion Capital Management LLC | History | No change | 89 | 62 | 0.02% | 0.02% | 1891 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mascoma Wealth Management LLC | History | No change | 86 | 60 | 0.01% | 0.01% | 1893 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Paladin Advisory Group, LLC | History | No change | 86 | 60 | 0.05% | 0.05% | 1894 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BIRCHBROOK, INC. | History | No change | 84 | 58 | 0.03% | 0.03% | 1895 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Valued Wealth Advisors LLC | History | No change | 81 | 56 | 0.02% | 0.03% | 1896 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 81 | 56 | 0.02% | 0.02% | 1897 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MASECO LLP | History | Reduced | 79 | 55 | 0.0% | 0.01% | 1899 | -108 | -57.75% | Q1 2026 | Apr 21, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 80 | 55 | 0.0% | 0.0% | 1898 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GGM Financial LLC | History | No change | 78 | 54 | 0.02% | 0.03% | 1900 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | No change | 78 | 54 | 0.01% | 0.01% | 1901 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Horizons Wealth Management | History | No change | 77 | 53 | 0.03% | 0.04% | 1902 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | New | 75 | 52 | 0.01% | — | 1905 | +75 | New | Q1 2026 | May 15, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 75 | 52 | 0.01% | 0.01% | 1903 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Global Wealth Strategies & Associates | History | No change | 75 | 52 | 0.01% | 0.01% | 1904 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Planning Project LLC | History | No change | 68 | 51 | 0.01% | 0.01% | 1906 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Hamrick Investment Counsel, llc | History | New | 72 | 50 | 0.03% | — | 1907 | +72 | New | Q1 2026 | May 11, 2026 |
| Washington Trust Advisors, Inc. | History | New | 71 | 49 | 0.0% | — | 1909 | +71 | New | Q1 2026 | Apr 06, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 71 | 49 | 0.02% | 0.02% | 1908 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 70 | 48 | 0.0% | 0.0% | 1910 | -67 | -48.91% | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 69 | 48 | 0.01% | 0.01% | 1911 | +44 | 176.0% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 69 | 48 | 0.01% | 0.01% | 1912 | +33 | 91.67% | Q1 2026 | May 13, 2026 |
| FIDUCIARY ADVISORS, INC. | History | No change | 70 | 48 | 0.04% | 0.04% | 1913 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BankPlus Trust Department | History | No change | 70 | 48 | 0.01% | 0.01% | 1914 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 68 | 47 | 0.02% | 0.02% | 1916 | -6 | -8.11% | Q1 2026 | Apr 23, 2026 |
| Clearstead Trust, LLC | History | No change | 68 | 47 | 0.01% | 0.01% | 1915 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Oakworth Capital, Inc. | History | Added to | 66 | 46 | 0.0% | 0.0% | 1917 | +61 | 1220.0% | Q1 2026 | Apr 24, 2026 |
| Bollard Group LLC | History | New | 65 | 45 | 0.0% | — | 1918 | +65 | New | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | No change | 61 | 42 | 0.0% | 0.01% | 1919 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 60 | 41 | 0.01% | 0.01% | 1920 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BFSG, LLC | History | No change | 60 | 41 | 0.0% | 0.0% | 1921 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Rice Partnership, LLC | History | No change | 60 | 41 | 0.01% | 0.01% | 1922 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 59 | 41 | 0.01% | 0.01% | 1923 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sawyer & Company, Inc | History | No change | 58 | 40 | 0.02% | 0.02% | 1924 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| EPG Wealth Management LLC | History | No change | 58 | 40 | 0.01% | 0.01% | 1925 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Bell Investment Advisors, Inc | History | No change | 59 | 40 | 0.01% | 0.01% | 1926 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 57 | 39 | 0.01% | 0.01% | 1927 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| United Financial Planning Group LLC | History | No change | 55 | 38 | 0.02% | 0.02% | 1928 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Napier Financial, LLC | History | New | 54 | 37 | 0.01% | — | 1933 | +54 | New | Q1 2026 | May 05, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 54 | 37 | 0.0% | 0.0% | 1929 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Smithfield Trust Co | History | No change | 52 | 37 | 0.0% | 0.0% | 1930 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TD Capital Management LLC | History | No change | 53 | 37 | 0.0% | 0.0% | 1931 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 52 | 37 | 0.05% | 0.05% | 1932 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 52 | 36 | 0.01% | 0.03% | 1938 | -55 | -51.4% | Q1 2026 | May 11, 2026 |
| Princeton Global Asset Management LLC | History | No change | 52 | 36 | 0.01% | 0.01% | 1934 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 53 | 36 | 0.02% | 0.02% | 1935 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| True Wealth Design, LLC | History | No change | 52 | 36 | 0.01% | 0.01% | 1936 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 52 | 36 | 0.0% | 0.01% | 1937 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 50 | 35 | 0.0% | 0.02% | 1940 | -141 | -73.82% | Q1 2026 | Apr 28, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 50 | 35 | 0.02% | 0.02% | 1939 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 50 | 34 | 0.0% | 0.08% | 1943 | -44,398 | -99.89% | Q1 2026 | May 12, 2026 |
| CrossGen Wealth, LLC | History | Added to | 49 | 34 | 0.03% | 0.01% | 1946 | +36 | 276.92% | Q1 2026 | Apr 22, 2026 |
| Key Capital Management, INC | History | Added to | 50 | 34 | 0.02% | 0.02% | 1945 | +22 | 78.57% | Q1 2026 | May 07, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 49 | 34 | 0.0% | 0.0% | 1942 | -3 | -5.77% | Q1 2026 | May 19, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 50 | 34 | 0.01% | 0.01% | 1941 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kentucky Trust Co | History | No change | 50 | 34 | 0.02% | 0.02% | 1944 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Richardson Capital Management LLC | History | Added to | 49 | 33 | 0.02% | 0.02% | 1947 | +1 | 2.08% | Q1 2026 | May 12, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 48 | 33 | 0.03% | 0.03% | 1948 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Winch Advisory Services, LLC | History | Added to | 47 | 32 | 0.01% | 0.0% | 1949 | +18 | 62.07% | Q1 2026 | Apr 30, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 43 | 30 | 0.0% | 0.01% | 1950 | -29 | -40.28% | Q1 2026 | May 07, 2026 |
| Addison Advisors LLC | History | Reduced | 44 | 30 | 0.01% | 0.01% | 1951 | -29 | -39.73% | Q1 2026 | May 08, 2026 |
| Creative Capital Management Investments LLC | History | No change | 44 | 30 | 0.01% | 0.01% | 1952 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Mosley Wealth Management | History | New | 38 | 28 | 0.01% | — | 1957 | +38 | New | Q1 2026 | Apr 27, 2026 |
| First Command Advisory Services, Inc. | History | No change | 41 | 28 | 0.0% | 0.0% | 1953 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HighMark Wealth Management LLC | History | No change | 40 | 28 | 0.01% | 0.01% | 1954 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Strategic Advocates LLC | History | No change | 40 | 28 | 0.12% | 0.01% | 1955 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RHL GROUP, LLC | History | No change | 41 | 28 | 0.02% | 0.02% | 1956 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 39 | 27 | 0.01% | 0.01% | 1958 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ATWOOD & PALMER INC | History | No change | 40 | 27 | 0.0% | 0.0% | 1959 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Wells Financial Advisors INC | History | No change | 39 | 27 | 0.12% | 0.06% | 1960 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 40 | 27 | 0.01% | 0.01% | 1961 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 38 | 26 | 0.0% | — | 1963 | +38 | New | Q1 2026 | Apr 08, 2026 |
| WPG Advisers, LLC | History | No change | 38 | 26 | 0.02% | 0.02% | 1962 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 36 | 25 | 0.01% | — | 1965 | +36 | New | Q1 2026 | May 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 36 | 25 | 0.0% | 0.0% | 1964 | -30 | -45.45% | Q1 2026 | Apr 16, 2026 |
| REXFORD CAPITAL INC | History | New | 33 | 23 | 0.02% | — | 1967 | +33 | New | Q1 2026 | Apr 23, 2026 |
| Kings Path Partners LLC | History | No change | 34 | 23 | 0.01% | 0.01% | 1966 | 0 | 0.0% | Q1 2026 | Aug 20, 2026 |
| Investors Research Corp | History | No change | 32 | 22 | 0.0% | 0.0% | 1968 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 30 | 20 | 0.01% | 0.04% | 1970 | -66 | -68.75% | Q1 2026 | May 01, 2026 |
| Windsor Advisory Group, LLC | History | No change | 30 | 20 | 0.02% | 0.02% | 1969 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 30 | 20 | 0.02% | 0.02% | 1971 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Founders Capital Management | History | No change | 27 | 18 | 0.01% | 0.01% | 1972 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 24 | 18 | 0.01% | 0.01% | 1973 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Coston, McIsaac & Partners | History | No change | 25 | 18 | 0.0% | 0.0% | 1974 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Graney & King, LLC | History | No change | 27 | 18 | 0.01% | 0.01% | 1975 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Gleason Group, Inc. | History | Reduced | 24 | 16 | 0.0% | 0.0% | 1979 | -32 | -57.14% | Q1 2026 | May 04, 2026 |
| Blume Capital Management, Inc. | History | Reduced | 23 | 16 | 0.0% | 0.01% | 1978 | -22 | -48.89% | Q1 2026 | May 01, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 24 | 16 | 0.0% | 0.0% | 1976 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bangor Savings Bank | History | No change | 23 | 16 | 0.0% | 0.0% | 1977 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 23 | 16 | 0.0% | 0.0% | 1980 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Kilter Group LLC | History | No change | 24 | 16 | 0.01% | 0.01% | 1981 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 24 | 16 | 0.02% | 0.02% | 1982 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Wealth Science Advisors LLC | History | New | 21 | 15 | 0.01% | — | 1984 | +21 | New | Q1 2026 | Apr 08, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 22 | 15 | 0.01% | 0.01% | 1983 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MTM Investment Management, LLC | History | No change | 21 | 14 | 0.0% | 0.0% | 1985 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| POM Investment Strategies, LLC | History | New | 19 | 13 | 0.02% | — | 1990 | +19 | New | Q1 2026 | May 11, 2026 |
| TopTier Wealth Management, LLC | History | New | 19 | 13 | 0.01% | — | 1991 | +19 | New | Q1 2026 | May 05, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 20 | 13 | 0.0% | 0.0% | 1989 | +4 | 25.0% | Q1 2026 | May 08, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 19 | 13 | 0.0% | 0.0% | 1986 | +1 | 5.56% | Q1 2026 | May 15, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 20 | 13 | 0.0% | 0.0% | 1988 | +1 | 5.26% | Q1 2026 | Apr 30, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 20 | 13 | 0.0% | 0.0% | 1987 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hickory Point Bank & Trust | History | New | 18 | 12 | 0.01% | — | 1993 | +18 | New | Q1 2026 | Apr 03, 2026 |
| Purpose Unlimited Inc. | History | No change | 18 | 12 | 0.0% | 0.0% | 1992 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 105 | 11 | 0.0% | 0.0% | 1994 | +71 | 208.82% | Q1 2026 | May 06, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 17 | 11 | 0.01% | 0.01% | 1995 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 15 | 10 | 0.0% | — | 1998 | +15 | New | Q1 2026 | Apr 27, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 15 | 10 | 0.0% | 0.0% | 1996 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Meramec Financial Planners, LLC | History | No change | 13 | 10 | 0.0% | 0.0% | 1997 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Horizon Investments, LLC | History | Added to | 114 | 9 | 0.0% | 0.0% | 2000 | +69 | 153.33% | Q1 2026 | May 14, 2026 |
| BALLAST ADVISORS LLC | History | New | 13 | 9 | 0.0% | — | 2002 | +13 | New | Q1 2026 | Jun 23, 2026 |