VANGUARD SPECIALIZED FUNDS - VIG
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.
Details.
Showing first 2,000 of
2,669 rows for faster page load.
Safety cap is enabled for server stability (2,000 max rows).
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 21,677,879 | 4,662,044 | 0.34% | 0.4% | 1 | -3,061,801 | -12.38% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 13,018,448 | 2,799,747 | 0.17% | 0.17% | 2 | +244,419 | 1.91% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 10,690,700 | 2,349,601 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 10,790,756 | 2,320,660 | 0.44% | 0.43% | 4 | -23,404 | -0.22% | Q1 2026 | Jul 08, 2026 |
| Vanguard Global Advisers, LLC | History | New | 10,627,842 | 2,285,623 | 1.24% | — | 5 | +10,627,842 | New | Q1 2026 | May 08, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 8,997,146 | 1,934,926 | 4.25% | 4.85% | 6 | -882,045 | -8.93% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 7,002,475 | 1,505,952 | 0.4% | 0.41% | 7 | +92,654 | 1.34% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 6,330,804 | 1,361,502 | 0.2% | 0.22% | 8 | +71,954 | 1.15% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,720,946 | 1,230,346 | 0.38% | 0.38% | 9 | +129,137 | 2.31% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 5,763,602 | 1,226,578 | 7.94% | 8.03% | 10 | +57,711 | 1.01% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 4,141,560 | 890,683 | 0.16% | 0.15% | 11 | -17,619 | -0.42% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,195,623 | 673,317 | 0.04% | 0.04% | 12 | -49,027 | -1.51% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,496,901 | 536,983 | 0.14% | 0.15% | 13 | +199,137 | 8.67% | Q1 2026 | May 04, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 2,487,625 | 534,988 | 0.66% | 0.72% | 14 | -212,766 | -7.88% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,446,374 | 526,174 | 0.12% | 0.13% | 15 | -171,474 | -6.55% | Q1 2026 | Jul 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,374,070 | 510,567 | 0.71% | 0.75% | 16 | -197,340 | -7.67% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 2,351,156 | 505,656 | 0.54% | 0.57% | 17 | -6,781 | -0.29% | Q1 2026 | May 05, 2026 |
| McCarthy & Cox | History | No change | 2,263 | 497,429 | 6.03% | 6.03% | 18 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,203,257 | 473,832 | 7.26% | 7.21% | 19 | +56,084 | 2.61% | Q1 2026 | Apr 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,055,747 | 433,291 | 0.21% | 0.23% | 20 | +319,559 | 18.41% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,954,312 | 420,444 | 0.62% | 0.61% | 21 | +66,090 | 3.5% | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | Added to | 1,612,753 | 346,838 | 4.16% | 3.94% | 22 | +61,975 | 4.0% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,587,592 | 341,427 | 0.21% | 0.22% | 23 | +11,263 | 0.71% | Q1 2026 | May 07, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,544,410 | 328,064 | 0.47% | 0.39% | 24 | +178,938 | 13.1% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 1,363,406 | 293,212 | 0.34% | 0.36% | 25 | -28,892 | -2.08% | Q1 2026 | May 13, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 1,349,051 | 290,126 | 9.62% | 9.57% | 26 | +30,794 | 2.34% | Q1 2026 | Apr 22, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,254,222 | 269,732 | 2.01% | 2.16% | 27 | +37,610 | 3.09% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,231,858 | 264,842 | 0.46% | 0.5% | 28 | +26,752 | 2.22% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 1,204,922 | 259,130 | 0.18% | 0.18% | 29 | +78,387 | 6.96% | Q1 2026 | May 12, 2026 |
| Howard Capital Management Inc. | History | Reduced | 1,201,982 | 258,498 | 4.23% | 3.5% | 30 | -29,475 | -2.39% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,173,338 | 252,337 | 0.27% | 0.28% | 31 | -1,729 | -0.15% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,147,118 | 247,585 | 0.5% | 0.48% | 32 | -425,564 | -27.06% | Q1 2026 | Apr 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,035,284 | 222,651 | 0.2% | 0.21% | 33 | -23,297 | -2.2% | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 986,330 | 212,120 | 0.35% | 0.3% | 34 | +7,568 | 0.77% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Reduced | 976,020 | 209,902 | 1.18% | 1.26% | 35 | -20,685 | -2.08% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 965,770 | 207,698 | 0.04% | 0.04% | 36 | -103,256 | -9.66% | Q1 2026 | May 05, 2026 |
| ASPIRIANT, LLC | History | Added to | 955,149 | 205,414 | 5.85% | 6.02% | 37 | +1,122 | 0.12% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 933,619 | 201,018 | 0.28% | 0.27% | 38 | +75,921 | 8.85% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 854,916 | 183,858 | 0.47% | 0.5% | 39 | -5,427 | -0.63% | Q1 2026 | Apr 30, 2026 |
| DAVENPORT & Co LLC | History | Added to | 853,798 | 183,617 | 1.0% | 0.89% | 40 | +92,940 | 12.22% | Q1 2026 | Apr 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 831,224 | 178,763 | 0.24% | 0.25% | 41 | -26,301 | -3.07% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 824,486 | 177,314 | 0.31% | 0.33% | 42 | -4,219 | -0.51% | Q1 2026 | May 14, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 816,946 | 175,692 | 6.81% | 7.02% | 43 | +45,407 | 5.89% | Q1 2026 | May 07, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 791,019 | 170,115 | 0.15% | 0.16% | 44 | -103,977 | -11.62% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 765,784 | 164,689 | 0.71% | 0.72% | 45 | -13,263 | -1.7% | Q1 2026 | May 15, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 750,651 | 161,435 | 3.73% | 3.81% | 46 | +2,869 | 0.38% | Q1 2026 | Apr 29, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 717,344 | 154,271 | 4.32% | — | 47 | +717,344 | New | Q1 2026 | Apr 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 698,249 | 150,165 | 0.02% | 0.02% | 48 | -19,198 | -2.68% | Q1 2026 | May 15, 2026 |
| Diversified Enterprises, LLC | History | Added to | 690,306 | 148,457 | 8.13% | 8.69% | 49 | +25,254 | 3.8% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 688,702 | 148,153 | 0.16% | 0.17% | 50 | -131 | -0.02% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 687,771 | 147,912 | 0.42% | 0.4% | 51 | +14,217 | 2.11% | Q1 2026 | May 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 686,798 | 147,702 | 0.06% | 0.06% | 52 | -66,782 | -8.86% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 623,599 | 134,111 | 0.21% | 0.22% | 53 | -17,263 | -2.69% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 593,665 | 127,673 | 0.6% | 0.64% | 54 | -23,574 | -3.82% | Q1 2026 | Apr 24, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 585,802 | 125,983 | 0.31% | 0.29% | 55 | +1,000 | 0.17% | Q1 2026 | Apr 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 585,433 | 125,903 | 0.19% | 0.26% | 56 | -187,220 | -24.23% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 584,358 | 125,671 | 0.23% | 0.34% | 57 | +95,384 | 19.51% | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 584,269 | 125,652 | 0.48% | 0.49% | 58 | +43,252 | 7.99% | Q1 2026 | Apr 30, 2026 |
| &PARTNERS | History | Reduced | 570,781 | 122,737 | 0.61% | 0.67% | 59 | -4,604 | -0.8% | Q1 2026 | May 15, 2026 |
| Trust Point Inc. | History | Reduced | 565,259 | 121,564 | 10.56% | 20.86% | 60 | -636,527 | -52.97% | Q1 2026 | Apr 15, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 564,446 | 121,389 | 0.6% | 0.59% | 61 | -6,484 | -1.14% | Q1 2026 | May 26, 2026 |
| FMR LLC | History | Added to | 499,813 | 107,489 | 0.01% | 0.01% | 62 | +50,626 | 11.27% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 493,250 | 106,078 | 0.29% | 0.32% | 63 | -97,474 | -16.5% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 492,749 | 105,970 | 0.54% | 0.57% | 64 | +21,211 | 4.5% | Q1 2026 | May 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 490,072 | 105,394 | 0.57% | 0.57% | 65 | +16,657 | 3.52% | Q1 2026 | May 05, 2026 |
| LM Advisors LLC | History | Reduced | 21,743 | 101,147 | 1.6% | 1.81% | 66 | -404 | -1.82% | Q1 2026 | May 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 467,630 | 100,568 | 2.09% | 2.2% | 67 | -1,655 | -0.35% | Q1 2026 | Apr 27, 2026 |
| Horizon Investments, LLC | History | Added to | 439,388 | 94,494 | 1.06% | 0.36% | 68 | +309,363 | 237.93% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 407,537 | 87,644 | 0.05% | 0.05% | 69 | +25,506 | 6.68% | Q1 2026 | May 08, 2026 |
| Haverford Trust Co | History | Reduced | 402,828 | 86,632 | 0.79% | 0.79% | 70 | -119 | -0.03% | Q1 2026 | May 11, 2026 |
| 360 Financial, Inc. | History | Added to | 396,679 | 85,309 | 25.71% | 25.26% | 71 | +16,365 | 4.3% | Q1 2026 | May 07, 2026 |
| Independent Advisor Alliance | History | Added to | 388,720 | 83,597 | 0.9% | 0.02% | 72 | +384,253 | 8602.04% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 378,858 | 81,477 | 0.43% | 0.47% | 73 | +74,259 | 24.38% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 374,469 | 80,533 | 0.37% | 0.24% | 74 | +9,614 | 2.64% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 361,475 | 77,738 | 0.43% | 0.43% | 75 | +12,995 | 3.73% | Q1 2026 | Apr 30, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 359,954 | 77,411 | 0.02% | 0.02% | 76 | -91,884 | -20.34% | Q1 2026 | May 13, 2026 |
| Stokes Family Office, LLC | History | Added to | 354,083 | 76,149 | 7.86% | 6.89% | 77 | +11,196 | 3.27% | Q1 2026 | May 11, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 353,000 | 75,916 | 2.67% | 2.42% | 78 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 346,034 | 74,418 | 0.58% | 0.63% | 79 | +9,598 | 2.85% | Q1 2026 | Apr 07, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Reduced | 342,517 | 73,661 | 29.36% | 30.44% | 80 | -1,718 | -0.5% | Q1 2026 | Apr 29, 2026 |
| Brookstone Capital Management | History | Added to | 339,829 | 73,083 | 0.84% | 0.83% | 81 | +9,855 | 2.99% | Q1 2026 | Apr 16, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 326,377 | 70,190 | 3.03% | 2.91% | 82 | +8,580 | 2.7% | Q1 2026 | May 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 323,541 | 69,580 | 0.01% | — | 83 | +323,541 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 319,901 | 68,798 | 0.08% | 0.06% | 84 | +67,745 | 26.87% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 319,730 | 68,761 | 0.25% | 0.28% | 85 | -36,454 | -10.23% | Q1 2026 | Jun 02, 2026 |
| Equitable Holdings, Inc. | History | Added to | 313,122 | 68,717 | 0.44% | 0.41% | 86 | +38,633 | 14.07% | Q1 2026 | May 15, 2026 |
| Performance Wealth Partners, LLC | History | Added to | 317,389 | 68,257 | 1.98% | 1.87% | 87 | +2,805 | 0.89% | Q1 2026 | Apr 10, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 313,729 | 67,470 | 0.74% | 0.72% | 88 | +12,565 | 4.17% | Q1 2026 | May 13, 2026 |
| Paragon Capital Management Ltd | History | Reduced | 302,201 | 64,991 | 13.65% | 13.5% | 89 | -6,494 | -2.1% | Q1 2026 | Apr 15, 2026 |
| PDS Planning, Inc | History | Added to | 283,210 | 60,907 | 4.02% | 4.08% | 90 | +5,404 | 1.95% | Q1 2026 | Apr 21, 2026 |
| Berkshire Money Management, Inc. | History | Reduced | 279,611 | 60,133 | 6.16% | 5.94% | 91 | -3,476 | -1.23% | Q1 2026 | Apr 21, 2026 |
| Advisor OS, LLC | History | Reduced | 276,339 | 59,429 | 4.3% | 5.37% | 92 | -27,016 | -8.91% | Q1 2026 | May 07, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 273,431 | 58,804 | 3.63% | 3.62% | 93 | +2,447 | 0.9% | Q1 2026 | Apr 29, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 268,372 | 57,716 | 7.01% | 8.09% | 94 | -25,766 | -8.76% | Q1 2026 | May 05, 2026 |
| Evensky & Katz LLC | History | Added to | 261,326 | 56,201 | 3.2% | 3.23% | 95 | +1,169 | 0.45% | Q1 2026 | Apr 22, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 255,450 | 54,936 | 5.82% | 6.47% | 96 | -10,374 | -3.9% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 251,300 | 54,044 | 0.01% | 0.01% | 97 | -43,821 | -14.85% | Q1 2026 | May 15, 2026 |
| Wealth Architects, LLC | History | Added to | 251,254 | 54,034 | 4.82% | 4.86% | 98 | +6,005 | 2.45% | Q1 2026 | May 15, 2026 |
| Enclave Advisors LLC | History | Reduced | 246,907 | 53,099 | 7.28% | 8.26% | 99 | -18,299 | -6.9% | Q1 2026 | Apr 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 245,039 | 52,698 | 0.32% | 0.26% | 100 | +54,874 | 28.86% | Q1 2026 | May 05, 2026 |
| GLOBALT Investments LLC / GA | History | Added to | 243,246 | 52,312 | 1.87% | 1.93% | 101 | +2,399 | 1.0% | Q1 2026 | May 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 226,499 | 50,468 | 2.85% | 1.8% | 102 | +87,243 | 62.65% | Q1 2026 | Apr 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 230,160 | 49,498 | 0.01% | 0.01% | 103 | -69 | -0.03% | Q1 2026 | May 14, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 227,881 | 49,008 | 2.8% | 2.87% | 104 | -3,814 | -1.65% | Q1 2026 | May 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 227,567 | 48,940 | 0.01% | 0.0% | 105 | +150,598 | 195.66% | Q1 2026 | May 13, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 224,526 | 48,286 | 9.97% | 10.47% | 106 | -1,461 | -0.65% | Q1 2026 | Apr 23, 2026 |
| Intellus Advisors LLC | History | Added to | 223,147 | 47,989 | 6.56% | 6.41% | 107 | +3,322 | 1.51% | Q1 2026 | May 07, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 220,861 | 47,498 | 5.48% | 6.18% | 108 | -5,110 | -2.26% | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 216,869 | 46,639 | 0.02% | 0.02% | 109 | +47,987 | 28.41% | Q1 2026 | May 15, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 214,103 | 46,038 | 6.11% | 6.88% | 110 | +13,546 | 6.75% | Q1 2026 | Apr 08, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | New | 208,306 | 44,798 | 0.71% | — | 111 | +208,306 | New | Q1 2026 | Jun 23, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 207,238 | 44,568 | 1.83% | 1.15% | 112 | +78,985 | 61.59% | Q1 2026 | Apr 14, 2026 |
| CITIGROUP INC | History | Reduced | 201,422 | 43,317 | 0.02% | 0.02% | 113 | -11,700 | -5.49% | Q1 2026 | May 11, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 200,635 | 43,148 | 4.86% | 5.03% | 114 | +4,817 | 2.46% | Q1 2026 | Apr 07, 2026 |
| E&G Advisors, LP | History | Reduced | 200,810 | 43,131 | 9.6% | 9.88% | 115 | -399 | -0.2% | Q1 2026 | Apr 21, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 200,326 | 43,082 | 5.78% | 6.18% | 116 | -6,226 | -3.01% | Q1 2026 | Apr 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 199,219 | 42,967 | 0.41% | 0.33% | 117 | +59,862 | 42.96% | Q1 2026 | Apr 07, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 199,269 | 42,854 | 12.86% | 12.94% | 118 | +8,393 | 4.4% | Q1 2026 | Apr 21, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 196,954 | 42,356 | 0.69% | 0.58% | 119 | +69,172 | 54.13% | Q1 2026 | Apr 21, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 196,817 | 42,327 | 0.17% | 0.18% | 120 | -16,148 | -7.58% | Q1 2026 | May 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 194,698 | 41,871 | 0.48% | 0.51% | 121 | +5,936 | 3.14% | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 190,557 | 40,981 | 0.45% | 0.47% | 122 | +3,633 | 1.94% | Q1 2026 | Apr 20, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 189,726 | 40,802 | 1.71% | 1.82% | 123 | -323 | -0.17% | Q1 2026 | Apr 30, 2026 |
| Quantinno Capital Management LP | History | Added to | 187,148 | 40,248 | 0.07% | 0.06% | 124 | +42,968 | 29.8% | Q1 2026 | May 15, 2026 |
| TD Capital Management LLC | History | Reduced | 187,074 | 40,232 | 3.62% | 3.67% | 125 | -1,046 | -0.56% | Q1 2026 | May 11, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 176,280 | 40,202 | 3.97% | 5.08% | 126 | +1,537 | 0.88% | Q1 2026 | May 12, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 185,200 | 39,829 | 7.72% | 7.48% | 128 | +9,234 | 5.25% | Q1 2026 | May 05, 2026 |
| Ballentine Partners, LLC | History | Reduced | 185,199 | 39,829 | 0.55% | 0.59% | 127 | -7,193 | -3.74% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 183,301 | 39,420 | 0.61% | 0.26% | 129 | +124,535 | 211.92% | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 182,902 | 39,335 | 0.71% | 0.74% | 130 | +3,162 | 1.76% | Q1 2026 | May 14, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 180,382 | 38,793 | 5.63% | 5.64% | 131 | +2,412 | 1.36% | Q1 2026 | May 13, 2026 |
| Prodigy Asset Management LLC | History | Added to | 178,844 | 38,462 | 12.84% | 13.32% | 132 | +6,227 | 3.61% | Q1 2026 | May 04, 2026 |
| FIDELIS iM, LLC | History | Added to | 178,169 | 38,316 | 14.5% | 14.65% | 133 | +6,473 | 3.77% | Q1 2026 | Apr 29, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 177,168 | 38,101 | 1.07% | 1.09% | 134 | -2,362 | -1.32% | Q1 2026 | May 14, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 176,111 | 37,874 | 3.87% | 4.01% | 135 | -2,227 | -1.25% | Q1 2026 | May 07, 2026 |
| Crews Bank & Trust | History | Added to | 175,069 | 37,650 | 5.46% | 5.41% | 136 | +2,915 | 1.69% | Q1 2026 | May 13, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 174,460 | 37,519 | 1.03% | 1.38% | 137 | -50,797 | -22.55% | Q1 2026 | May 04, 2026 |
| Vise Technologies, Inc. | History | No change | 169,613 | 37,277 | 0.73% | 0.73% | 138 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| American Financial Advisors, LLC | History | Reduced | 173,077 | 37,221 | 4.97% | 5.04% | 139 | -4,410 | -2.48% | Q1 2026 | May 13, 2026 |
| AMG National Trust Bank | History | Added to | 170,935 | 36,761 | 0.8% | 0.79% | 140 | +17,749 | 11.59% | Q1 2026 | May 04, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 169,892 | 36,537 | 3.56% | 3.32% | 141 | +858 | 0.51% | Q1 2026 | May 01, 2026 |
| Diversified Trust Co | History | Added to | 168,309 | 36,196 | 0.67% | 0.68% | 142 | +346 | 0.21% | Q1 2026 | Apr 16, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Reduced | 161,301 | 34,689 | 11.03% | 11.17% | 143 | -1,233 | -0.76% | Q1 2026 | Apr 17, 2026 |
| Human Investing LLC | History | Added to | 160,821 | 34,586 | 5.04% | 4.89% | 144 | +3,243 | 2.06% | Q1 2026 | May 07, 2026 |
| Betterment LLC | History | Reduced | 159,055 | 34,206 | 0.06% | 0.07% | 145 | -866 | -0.54% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 158,913 | 34,175 | 0.14% | 0.14% | 146 | -482 | -0.3% | Q1 2026 | May 14, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 156,958 | 33,755 | 0.51% | 0.44% | 147 | +14,972 | 10.54% | Q1 2026 | Jun 22, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 156,551 | 33,667 | 0.17% | 0.18% | 148 | -5,205 | -3.22% | Q1 2026 | May 14, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 154,651 | 33,259 | 3.15% | 3.23% | 149 | +478 | 0.31% | Q1 2026 | May 04, 2026 |
| Valmark Advisers, Inc. | History | Added to | 153,745 | 33,064 | 0.39% | 0.41% | 150 | +707 | 0.46% | Q1 2026 | May 01, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 152,452 | 32,786 | 0.3% | 0.48% | 151 | -22,172 | -12.7% | Q1 2026 | May 06, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 150,245 | 32,311 | 9.47% | 9.88% | 152 | +2,584 | 1.75% | Q1 2026 | Apr 22, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 146,987 | 31,611 | 0.09% | 0.09% | 153 | -343 | -0.23% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 146,567 | 31,527 | 0.24% | 0.26% | 154 | -11,486 | -7.27% | Q1 2026 | May 14, 2026 |
| Advisory Alpha, LLC | History | Reduced | 145,145 | 31,215 | 0.85% | 0.88% | 155 | -2,300 | -1.56% | Q1 2026 | May 14, 2026 |
| Crane Advisory, LLC | History | Reduced | 137,671 | 30,959 | 4.63% | 4.71% | 156 | -433 | -0.31% | Q1 2026 | Apr 20, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 143,711 | 30,906 | 5.57% | 5.78% | 157 | -349 | -0.24% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 142,307 | 30,600 | 0.03% | 0.02% | 158 | +19,777 | 16.14% | Q1 2026 | May 14, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 142,152 | 30,571 | 12.28% | 12.92% | 159 | -17,001 | -10.68% | Q1 2026 | Apr 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 141,847 | 30,506 | 3.47% | 3.6% | 160 | -3,233 | -2.23% | Q1 2026 | Apr 16, 2026 |
| Firestone Capital Management | History | Added to | 141,238 | 30,374 | 6.32% | 6.47% | 161 | +2,566 | 1.85% | Q1 2026 | May 08, 2026 |
| M&T BANK CORP | History | Reduced | 139,301 | 29,958 | 0.1% | 0.11% | 162 | -13,911 | -9.08% | Q1 2026 | May 12, 2026 |
| KilterHowling LLC | History | Added to | 137,315 | 29,531 | 14.9% | 15.1% | 163 | +1,743 | 1.29% | Q1 2026 | May 12, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 135,585 | 29,202 | 0.09% | 0.1% | 164 | +64,312 | 90.23% | Q1 2026 | May 12, 2026 |
| ProVise Management Group, LLC | History | Reduced | 135,441 | 29,127 | 2.09% | 2.13% | 165 | -679 | -0.5% | Q1 2026 | May 06, 2026 |
| MTM FINANCIAL GROUP, LLC | History | Added to | 134,847 | 29,000 | 13.61% | 13.97% | 166 | +1,675 | 1.26% | Q1 2026 | Jun 23, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 133,941 | 28,805 | 1.51% | 1.52% | 167 | +8,317 | 6.62% | Q1 2026 | Apr 29, 2026 |
| Arlington Trust Co LLC | History | Reduced | 132,357 | 28,464 | 2.51% | 3.75% | 168 | -34,863 | -20.85% | Q1 2026 | Apr 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 132,258 | 28,443 | 0.7% | 0.72% | 169 | -627 | -0.47% | Q1 2026 | Apr 29, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 128,678 | 27,673 | 0.12% | 0.12% | 170 | -768 | -0.59% | Q1 2026 | May 07, 2026 |
| Cascades Capital Asset Management, LLC | History | Added to | 128,256 | 27,582 | 11.56% | 10.27% | 171 | +16,634 | 14.9% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 128,141 | 27,557 | 0.07% | 0.07% | 172 | +2,900 | 2.32% | Q1 2026 | May 14, 2026 |
| McCarthy Asset Management, Inc. | History | No change | 124,158 | 27,287 | 14.24% | 14.24% | 173 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 126,760 | 27,260 | 0.83% | 1.01% | 174 | +1,415 | 1.13% | Q1 2026 | May 15, 2026 |
| Select Asset Management & Trust | History | Added to | 124,599 | 26,796 | 8.37% | 8.38% | 175 | +1,968 | 1.6% | Q1 2026 | May 14, 2026 |
| Ball & Co Wealth Management Inc. | History | Reduced | 124,056 | 26,679 | 22.32% | 17.62% | 176 | -456 | -0.37% | Q1 2026 | May 01, 2026 |
| Compton Wealth Advisory Group, LLC | History | Added to | 123,646 | 26,667 | 5.94% | 5.92% | 177 | +320 | 0.26% | Q1 2026 | Apr 14, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 123,078 | 26,469 | 0.11% | 0.12% | 178 | -15,288 | -11.05% | Q1 2026 | May 13, 2026 |
| Granite FO LLC | History | Reduced | 121,327 | 26,092 | 15.44% | 14.44% | 179 | -1,808 | -1.47% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 120,289 | 25,869 | 0.29% | 0.3% | 180 | +269 | 0.22% | Q1 2026 | Apr 28, 2026 |
| BlackRock, Inc. | History | Reduced | 119,236 | 25,642 | 0.0% | 0.0% | 181 | -40,391 | -25.3% | Q1 2026 | May 13, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 119,216 | 25,638 | 2.53% | 2.7% | 182 | -3,177 | -2.6% | Q1 2026 | Apr 27, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Reduced | 118,642 | 25,515 | 1.06% | 1.06% | 183 | -4,635 | -3.76% | Q1 2026 | Apr 21, 2026 |
| PFG Advisors | History | Added to | 118,267 | 25,434 | 1.24% | 1.19% | 184 | +6,996 | 6.29% | Q1 2026 | May 05, 2026 |
| Mutual Advisors, LLC | History | Reduced | 117,601 | 25,291 | 0.54% | 0.57% | 185 | -2,639 | -2.19% | Q1 2026 | May 01, 2026 |
| Ariston Services Group | History | Closed out | 0 | 25,208 | 15.08% | 15.11% | 187 | -117,216 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Capital Advantage, Inc. | History | Added to | 117,216 | 25,208 | 3.3% | 3.47% | 186 | +246 | 0.21% | Q1 2026 | Apr 10, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 117,027 | 25,167 | 3.52% | 3.64% | 188 | +956 | 0.82% | Q1 2026 | Apr 29, 2026 |
| Allen Investment Management, LLC | History | Added to | 116,251 | 25,000 | 0.31% | 0.26% | 189 | +10,641 | 10.08% | Q1 2026 | May 07, 2026 |
| Americana Partners, LLC | History | Added to | 116,080 | 24,964 | 0.65% | 0.69% | 190 | +1,212 | 1.06% | Q1 2026 | May 12, 2026 |
| Goepper Burkhardt LLC | History | Added to | 115,851 | 24,914 | 8.32% | 8.25% | 191 | +599 | 0.52% | Q1 2026 | May 13, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 115,113 | 24,756 | 12.29% | 12.52% | 192 | +1,897 | 1.68% | Q1 2026 | May 15, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 114,960 | 24,723 | 2.57% | 2.69% | 193 | -643 | -0.56% | Q1 2026 | Apr 08, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 114,894 | 24,709 | 1.75% | 3.07% | 194 | +14,613 | 14.57% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 114,753 | 24,678 | 0.3% | 0.31% | 195 | +5,745 | 5.27% | Q1 2026 | May 08, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 114,665 | 24,659 | 1.15% | 1.16% | 196 | -586 | -0.51% | Q1 2026 | Apr 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 114,562 | 24,637 | 0.27% | 0.26% | 197 | +27,742 | 31.95% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 114,424 | 24,607 | 0.34% | 0.31% | 198 | +17,690 | 18.29% | Q1 2026 | May 12, 2026 |
| Wharton Business Group, LLC | History | Reduced | 113,973 | 24,511 | 0.93% | 0.95% | 199 | -15 | -0.01% | Q1 2026 | May 07, 2026 |
| Carr Financial Group Corp | History | Reduced | 113,815 | 24,477 | 6.46% | 7.01% | 200 | -6,138 | -5.12% | Q1 2026 | May 12, 2026 |
| GEN Financial Management, INC. | History | Added to | 113,693 | 24,450 | 15.14% | 15.69% | 201 | +271 | 0.24% | Q1 2026 | Apr 16, 2026 |
| COMERICA BANK | History | No change | 110,466 | 24,278 | 0.1% | 0.1% | 202 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SouthState Bank Corp | History | Added to | 111,535 | 23,986 | 1.12% | 1.1% | 203 | +91 | 0.08% | Q1 2026 | May 05, 2026 |
| STEPHENS INC /AR/ | History | Added to | 111,150 | 23,903 | 0.3% | 0.3% | 204 | +540 | 0.49% | Q1 2026 | Apr 28, 2026 |
| Focus Financial Network, Inc. | History | Added to | 109,276 | 23,500 | 0.84% | 0.81% | 205 | +3,527 | 3.34% | Q1 2026 | Apr 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 108,062 | 23,239 | 0.88% | 1.03% | 206 | +6,439 | 6.34% | Q1 2026 | Jun 18, 2026 |
| SimpliFi, Inc. | History | Added to | 105,848 | 22,763 | 9.56% | 9.75% | 207 | +1,000 | 0.95% | Q1 2026 | Apr 22, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 105,378 | 22,662 | 2.6% | 2.51% | 208 | +2,164 | 2.1% | Q1 2026 | Apr 17, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 105,375 | 22,661 | 0.27% | 0.27% | 209 | -4,379 | -3.99% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 104,744 | 22,526 | 0.47% | 0.52% | 210 | -1,235 | -1.17% | Q1 2026 | Apr 13, 2026 |
| J. R. Prunier Capital Management LLC | History | Reduced | 104,559 | 22,486 | 9.56% | 9.78% | 211 | -2,566 | -2.4% | Q1 2026 | Jun 15, 2026 |
| Family CFO Inc | History | Added to | 104,268 | 22,423 | 10.04% | 10.2% | 212 | +509 | 0.49% | Q1 2026 | Apr 28, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 104,250 | 22,420 | 5.06% | 5.45% | 213 | -2,567 | -2.4% | Q1 2026 | Apr 22, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 104,132 | 22,394 | 4.6% | 4.56% | 214 | +2,368 | 2.33% | Q1 2026 | Apr 24, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 102,428 | 22,028 | 0.59% | 0.57% | 215 | +1,286 | 1.27% | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 101,275 | 21,780 | 0.6% | 0.57% | 216 | +170 | 0.17% | Q1 2026 | Apr 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 101,003 | 21,721 | 0.42% | 0.48% | 217 | -10,974 | -9.8% | Q1 2026 | Apr 14, 2026 |
| Coastline Complete Wealth LLC | History | Added to | 100,968 | 21,714 | 13.46% | 12.25% | 218 | +12,430 | 14.04% | Q1 2026 | May 22, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 100,909 | 21,701 | 11.6% | 10.85% | 219 | +12,465 | 14.09% | Q1 2026 | May 01, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Added to | 100,687 | 21,653 | 12.33% | 13.66% | 221 | +1,144 | 1.15% | Q1 2026 | Apr 16, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 100,684 | 21,653 | 0.21% | 0.22% | 220 | -1,029 | -1.01% | Q1 2026 | May 08, 2026 |
| Mittelman Wealth Management | History | Added to | 100,578 | 21,630 | 13.49% | 13.99% | 222 | +2,621 | 2.68% | Q1 2026 | May 15, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 100,496 | 21,612 | 2.46% | 2.48% | 223 | +1,108 | 1.11% | Q1 2026 | Apr 21, 2026 |
| Fusion Capital, LLC | History | Reduced | 100,421 | 21,596 | 5.83% | 6.32% | 224 | -1,776 | -1.74% | Q1 2026 | May 13, 2026 |
| JT Stratford LLC | History | Reduced | 100,322 | 21,575 | 2.75% | 2.84% | 225 | -355 | -0.35% | Q1 2026 | May 15, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Reduced | 99,950 | 21,495 | 7.18% | 7.26% | 226 | -438 | -0.44% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 99,900 | 21,484 | 0.0% | 0.0% | 227 | +25,500 | 34.27% | Q1 2026 | May 12, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 99,608 | 21,421 | 4.91% | 4.87% | 228 | +1,887 | 1.93% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 99,483 | 21,395 | 0.07% | 0.07% | 229 | -4,330 | -4.17% | Q1 2026 | May 13, 2026 |
| SCS Capital Management LLC | History | Reduced | 99,206 | 21,335 | 0.23% | 0.26% | 230 | -10,725 | -9.76% | Q1 2026 | May 11, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 97,861 | 21,045 | 0.65% | 0.8% | 231 | -12,274 | -11.14% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 97,742 | 21,020 | 0.49% | 0.52% | 232 | +645 | 0.66% | Q1 2026 | May 15, 2026 |
| Addison Advisors LLC | History | Added to | 97,666 | 21,004 | 4.64% | 4.76% | 233 | +1,351 | 1.4% | Q1 2026 | May 08, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 97,368 | 20,939 | 0.55% | 0.55% | 234 | -614 | -0.63% | Q1 2026 | May 01, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 97,329 | 20,932 | 0.03% | 0.03% | 235 | +4,842 | 5.24% | Q1 2026 | May 13, 2026 |
| Juno Financial Group LLC | History | Added to | 97,163 | 20,895 | 8.19% | 8.34% | 236 | +2,328 | 2.45% | Q1 2026 | May 06, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 96,745 | 20,805 | 1.48% | 1.51% | 237 | +959 | 1.0% | Q1 2026 | May 15, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 96,128 | 20,673 | 5.08% | 3.38% | 238 | +34,520 | 56.03% | Q1 2026 | Apr 03, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 95,461 | 20,529 | 0.97% | 0.97% | 239 | +4,333 | 4.75% | Q1 2026 | Apr 28, 2026 |
| Carnegie Investment Counsel | History | Reduced | 95,201 | 20,473 | 0.4% | 0.42% | 240 | -8,821 | -8.48% | Q1 2026 | May 01, 2026 |
| AMARA FINANCIAL, LLC. | History | Reduced | 95,132 | 20,459 | 14.1% | 14.91% | 241 | -2,827 | -2.89% | Q1 2026 | May 07, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 94,263 | 20,272 | 0.75% | 0.76% | 242 | +2,654 | 2.9% | Q1 2026 | May 14, 2026 |
| Family Manage LLC | History | Reduced | 93,105 | 20,023 | 2.4% | 2.6% | 243 | -636 | -0.68% | Q1 2026 | May 15, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 92,795 | 19,956 | 6.61% | 7.65% | 244 | +1,948 | 2.14% | Q1 2026 | Apr 23, 2026 |
| JNBA Financial Advisors | History | Reduced | 92,589 | 19,912 | 1.66% | 1.85% | 245 | -3,630 | -3.77% | Q1 2026 | Apr 22, 2026 |
| Snider Financial Group | History | Reduced | 91,924 | 19,769 | 5.97% | 5.66% | 246 | -4,739 | -4.9% | Q1 2026 | Apr 15, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 86,583 | 19,746 | 0.39% | 0.43% | 247 | +5,133 | 6.3% | Q1 2026 | May 11, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 91,693 | 19,719 | 1.08% | 1.14% | 248 | +90,341 | 6682.03% | Q1 2026 | May 11, 2026 |
| FORBES J M & CO LLP | History | Added to | 90,424 | 19,446 | 1.64% | 1.56% | 249 | +2,559 | 2.91% | Q1 2026 | Apr 16, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 90,400 | 19,441 | 0.0% | 0.0% | 250 | -16,200 | -15.2% | Q1 2026 | May 15, 2026 |
| Gerald Baker Financial Group LLC | History | New | 90,256 | 19,410 | 6.15% | — | 251 | +90,256 | New | Q1 2026 | May 06, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 90,227 | 19,404 | 1.21% | 1.28% | 252 | +246 | 0.27% | Q1 2026 | Jun 09, 2026 |
| SMITH, MOORE & CO. | History | Added to | 88,675 | 19,070 | 1.39% | 1.46% | 253 | +722 | 0.82% | Q1 2026 | May 05, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | Added to | 88,671 | 19,069 | 7.58% | 7.46% | 254 | +2,079 | 2.4% | Q1 2026 | Apr 28, 2026 |
| CENTRAL TRUST Co | History | Reduced | 88,246 | 18,978 | 0.37% | 0.39% | 255 | -2,483 | -2.74% | Q1 2026 | Apr 17, 2026 |
| Curi Capital, LLC | History | Added to | 87,616 | 18,842 | 0.34% | 0.33% | 256 | +904 | 1.04% | Q1 2026 | May 15, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 87,462 | 18,809 | 5.98% | 6.07% | 257 | -901 | -1.02% | Q1 2026 | Apr 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 87,449 | 18,806 | 0.83% | 0.91% | 258 | -208 | -0.24% | Q1 2026 | Apr 28, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 87,389 | 18,793 | 1.28% | 1.3% | 259 | -474 | -0.54% | Q1 2026 | May 06, 2026 |
| Gotham Asset Management, LLC | History | Added to | 87,108 | 18,733 | 0.06% | 0.07% | 260 | +4,316 | 5.21% | Q1 2026 | May 15, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 86,655 | 18,635 | 0.35% | 0.38% | 261 | -4,578 | -5.02% | Q1 2026 | Apr 16, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 85,861 | 18,465 | 0.05% | 0.06% | 262 | -10,179 | -10.6% | Q1 2026 | Aug 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 85,732 | 18,437 | 0.26% | 0.26% | 263 | -4,138 | -4.6% | Q1 2026 | May 01, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 85,149 | 18,312 | 0.92% | 1.1% | 264 | -10,878 | -11.33% | Q1 2026 | Apr 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 85,124 | 18,306 | 0.96% | 1.02% | 265 | +827 | 0.98% | Q1 2026 | May 07, 2026 |
| BIP Wealth, LLC | History | Reduced | 84,482 | 18,168 | 0.74% | 0.71% | 266 | -6,847 | -7.5% | Q1 2026 | Apr 27, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 83,628 | 17,985 | 0.14% | 0.13% | 267 | +4,195 | 5.28% | Q1 2026 | May 11, 2026 |
| Councilmark Asset Management, LLC | History | Added to | 83,309 | 17,916 | 10.28% | 9.59% | 268 | +5,269 | 6.75% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 83,151 | 17,882 | 0.13% | 0.14% | 269 | +6,541 | 8.54% | Q1 2026 | Apr 15, 2026 |
| CM WEALTH ADVISORS LLC | History | Reduced | 82,795 | 17,805 | 3.79% | 4.29% | 270 | -3,523 | -4.08% | Q1 2026 | May 08, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 82,606 | 17,765 | 7.22% | 7.06% | 271 | -125 | -0.15% | Q1 2026 | May 07, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 81,343 | 17,493 | 1.89% | 2.0% | 272 | -1,805 | -2.17% | Q1 2026 | May 12, 2026 |
| VestGen Advisors, LLC | History | Added to | 75,886 | 17,362 | 0.46% | 0.07% | 273 | +67,964 | 857.91% | Q1 2026 | May 14, 2026 |
| Reality Financial Planning Services, LLC | History | Reduced | 80,348 | 17,279 | 16.67% | 16.92% | 274 | -27 | -0.03% | Q1 2026 | Apr 24, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 80,244 | 17,260 | 0.11% | 0.1% | 275 | +3,667 | 4.79% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 79,887 | 17,179 | 0.17% | 0.2% | 276 | +6,786 | 9.28% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 79,686 | 17,137 | 0.21% | 0.2% | 277 | +5,257 | 7.06% | Q1 2026 | Apr 20, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 79,683 | 17,136 | 1.84% | 1.86% | 278 | +6 | 0.01% | Q1 2026 | Apr 22, 2026 |
| Summit Financial, LLC | History | Added to | 79,498 | 17,096 | 0.22% | 0.12% | 279 | +41,267 | 107.94% | Q1 2026 | May 15, 2026 |
| Apollon Financial, LLC | History | Added to | 78,176 | 16,812 | 2.33% | 2.32% | 280 | +5,431 | 7.47% | Q1 2026 | Apr 22, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 73,434 | 16,798 | 3.58% | 3.61% | 281 | +1,765 | 2.46% | Q1 2026 | May 01, 2026 |
| Visionary Wealth Advisors | History | Added to | 77,370 | 16,639 | 0.74% | 0.75% | 282 | +1,658 | 2.19% | Q1 2026 | May 13, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 77,367 | 16,638 | 3.88% | 3.86% | 283 | +1,153 | 1.51% | Q1 2026 | Apr 17, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 76,501 | 16,452 | 3.93% | 4.18% | 284 | -1,377 | -1.77% | Q1 2026 | May 12, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 76,443 | 16,439 | 4.62% | 4.8% | 285 | +2,852 | 3.88% | Q1 2026 | Apr 22, 2026 |
| Asset Management Group, Inc. | History | Reduced | 76,408 | 16,432 | 2.66% | 2.78% | 286 | -1,899 | -2.43% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 76,303 | 16,410 | 0.3% | 0.35% | 287 | -6,802 | -8.18% | Q1 2026 | May 11, 2026 |
| CRA Financial Services, LLC | History | Reduced | 76,285 | 16,405 | 2.13% | 2.31% | 288 | -3,884 | -4.84% | Q1 2026 | Apr 09, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 75,730 | 16,286 | 1.87% | 1.96% | 289 | -140 | -0.18% | Q1 2026 | Apr 17, 2026 |
| KITCHING PARTNERS, LLC | History | Reduced | 75,521 | 16,241 | 14.94% | 15.96% | 290 | -4,050 | -5.09% | Q1 2026 | May 06, 2026 |
| Martel Wealth Advisors LLC | History | Reduced | 75,362 | 16,207 | 2.76% | 2.92% | 291 | -2,405 | -3.09% | Q1 2026 | May 01, 2026 |
| World Investment Advisors | History | Added to | 74,387 | 15,997 | 0.26% | 0.26% | 292 | +1,388 | 1.9% | Q1 2026 | Apr 27, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 74,267 | 15,971 | 1.36% | 1.4% | 293 | -1,742 | -2.29% | Q1 2026 | May 05, 2026 |
| Circle Wealth Management, LLC | History | Reduced | 73,810 | 15,873 | 0.23% | 0.26% | 294 | -2,067 | -2.72% | Q1 2026 | May 11, 2026 |
| WASHINGTON TRUST Co | History | Added to | 73,467 | 15,799 | 0.53% | 0.52% | 295 | +1,652 | 2.3% | Q1 2026 | Apr 06, 2026 |
| Ancora Advisors LLC | History | Reduced | 72,581 | 15,609 | 0.33% | 0.33% | 296 | -1,056 | -1.43% | Q1 2026 | May 15, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 72,105 | 15,507 | 11.01% | 10.79% | 297 | +194 | 0.27% | Q1 2026 | May 08, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 71,957 | 15,476 | 3.01% | 2.73% | 298 | +247 | 0.34% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 71,846 | 15,451 | 0.02% | — | 299 | +71,846 | New | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 69,878 | 15,357 | 0.27% | 0.27% | 300 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 71,337 | 15,341 | 1.21% | 1.22% | 301 | -476 | -0.66% | Q1 2026 | May 28, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 71,135 | 15,298 | 0.99% | 0.77% | 302 | -4,389 | -5.81% | Q1 2026 | May 08, 2026 |
| SWAN Capital LLC | History | Added to | 70,892 | 15,245 | 5.6% | 5.08% | 303 | +11,453 | 19.27% | Q1 2026 | May 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 70,824 | 15,231 | 0.11% | 0.11% | 304 | +3,824 | 5.71% | Q1 2026 | May 12, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 70,622 | 15,153 | 3.74% | 0.34% | 305 | +68,912 | 4029.94% | Q1 2026 | May 12, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 70,341 | 15,127 | 3.76% | 3.77% | 306 | +1,128 | 1.63% | Q1 2026 | Apr 28, 2026 |
| CONQUIS FINANCIAL LLC | History | Added to | 66,208 | 15,081 | 12.5% | 11.73% | 307 | +4,127 | 6.65% | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | Added to | 69,973 | 15,048 | 0.2% | 0.21% | 308 | +1,241 | 1.81% | Q1 2026 | May 15, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 69,171 | 14,875 | 6.98% | 6.98% | 309 | -5,396 | -7.24% | Q1 2026 | Apr 14, 2026 |
| Family Investment Center, Inc. | History | Reduced | 69,163 | 14,874 | 2.86% | 3.14% | 310 | -1,612 | -2.28% | Q1 2026 | Apr 24, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 69,009 | 14,841 | 7.51% | 7.54% | 311 | +949 | 1.39% | Q1 2026 | Apr 15, 2026 |
| NWF Advisory Services Inc. | History | Added to | 68,983 | 14,835 | 1.68% | 1.66% | 312 | +709 | 1.04% | Q1 2026 | May 04, 2026 |
| Marble Wealth, LLC | History | Reduced | 68,917 | 14,821 | 2.59% | 2.18% | 313 | -2,608 | -3.65% | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 68,199 | 14,666 | 0.32% | 0.33% | 315 | +440 | 0.65% | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 69,513 | 14,666 | 0.45% | 0.45% | 314 | +327 | 0.47% | Q1 2026 | May 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 67,890 | 14,600 | 0.3% | 0.28% | 316 | +3,690 | 5.75% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 67,863 | 14,594 | 0.35% | 0.36% | 317 | -4,689 | -6.46% | Q1 2026 | May 15, 2026 |
| Evergreen Wealth Management, LLC | History | Added to | 67,679 | 14,555 | 7.51% | 7.31% | 318 | +1,661 | 2.52% | Q1 2026 | May 01, 2026 |
| Macco Financial Group, Inc. | History | Added to | 67,533 | 14,523 | 11.0% | 9.15% | 319 | +19,125 | 39.51% | Q1 2026 | Apr 23, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 67,389 | 14,492 | 2.37% | 2.31% | 320 | -455 | -0.67% | Q1 2026 | Apr 24, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 67,226 | 14,457 | 1.45% | 1.51% | 321 | -1,543 | -2.24% | Q1 2026 | May 15, 2026 |
| Dakota Wealth Management | History | Added to | 66,828 | 14,372 | 0.31% | 0.26% | 322 | +116 | 0.17% | Q1 2026 | May 07, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 66,519 | 14,305 | 2.5% | 2.5% | 323 | +1,778 | 2.75% | Q1 2026 | Apr 23, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 66,284 | 14,254 | 1.36% | 1.31% | 324 | +3,782 | 6.05% | Q1 2026 | Apr 22, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 65,802 | 14,151 | 0.28% | 0.29% | 325 | +162 | 0.25% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 65,122 | 14,005 | 0.11% | 0.08% | 326 | +32,813 | 101.56% | Q1 2026 | May 15, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 64,673 | 13,908 | 2.21% | 2.25% | 327 | -688 | -1.05% | Q1 2026 | May 15, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 64,589 | 13,890 | 0.91% | 0.88% | 328 | +1,005 | 1.58% | Q1 2026 | Apr 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 64,288 | 13,825 | 0.28% | 0.28% | 329 | -30 | -0.05% | Q1 2026 | Apr 15, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 63,924 | 13,747 | 3.93% | 3.8% | 330 | +4,426 | 7.44% | Q1 2026 | Apr 15, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 63,914 | 13,745 | 0.91% | 0.8% | 331 | +6,681 | 11.67% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 63,632 | 13,684 | 0.22% | 0.31% | 332 | -9,146 | -12.57% | Q1 2026 | May 18, 2026 |
| M3 Advisory Group, LLC | History | Added to | 63,599 | 13,677 | 8.43% | 8.41% | 333 | +837 | 1.33% | Q1 2026 | Apr 22, 2026 |
| WHITTIER TRUST CO | History | Reduced | 62,982 | 13,655 | 0.15% | 0.15% | 334 | -96 | -0.15% | Q1 2026 | Apr 28, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 61,783 | 13,579 | 3.61% | 3.61% | 335 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 62,832 | 13,512 | 0.71% | 1.0% | 336 | -40,314 | -39.08% | Q1 2026 | Apr 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 62,431 | 13,426 | 0.75% | 0.79% | 337 | -1,294 | -2.03% | Q1 2026 | Apr 20, 2026 |
| Vanguard National Trust Co | History | New | 62,298 | 13,397 | 0.84% | — | 338 | +62,298 | New | Q1 2026 | May 08, 2026 |
| Oak Harvest Investment Services | History | Reduced | 62,250 | 13,387 | 1.4% | 1.54% | 339 | -1,993 | -3.1% | Q1 2026 | Apr 22, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 61,758 | 13,281 | 0.21% | 0.19% | 340 | +1,467 | 2.43% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Reduced | 58,280 | 13,256 | 0.2% | 0.27% | 342 | -3,529 | -5.71% | Q1 2026 | Apr 20, 2026 |
| Allred Capital Management, LLC | History | Added to | 61,655 | 13,256 | 4.83% | 4.84% | 341 | +708 | 1.16% | Q1 2026 | May 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 61,594 | 13,246 | 0.18% | 0.24% | 343 | -13,435 | -17.91% | Q1 2026 | Apr 08, 2026 |
| Meridian Wealth Advisors, LLC | History | Reduced | 61,520 | 13,230 | 1.75% | 1.91% | 344 | -1,286 | -2.05% | Q1 2026 | May 11, 2026 |
| GreatBanc Trust CO | History | Added to | 61,485 | 13,222 | 9.25% | 9.37% | 345 | +1,007 | 1.67% | Q1 2026 | Apr 30, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 61,247 | 13,172 | 0.69% | 0.7% | 346 | +477 | 0.78% | Q1 2026 | May 15, 2026 |
| Garde Capital, Inc. | History | No change | 60,904 | 13,097 | 0.78% | 0.79% | 347 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 60,841 | 13,084 | 0.24% | 0.25% | 348 | -3,837 | -5.93% | Q1 2026 | Apr 10, 2026 |
| Mendel Capital Management LLC | History | New | 60,700 | 13,054 | 6.56% | — | 349 | +60,700 | New | Q1 2026 | Apr 21, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 60,396 | 12,988 | 0.73% | 0.89% | 350 | +26,360 | 77.45% | Q1 2026 | Apr 22, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Added to | 60,359 | 12,980 | 6.12% | 4.42% | 351 | +9,154 | 17.88% | Q1 2026 | May 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 60,209 | 12,948 | 0.1% | 0.1% | 352 | +2,462 | 4.26% | Q1 2026 | May 01, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 60,201 | 12,946 | 1.42% | 1.56% | 353 | -151 | -0.25% | Q1 2026 | May 11, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 60,115 | 12,928 | 0.22% | 0.22% | 354 | -1,384 | -2.25% | Q1 2026 | Apr 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 59,976 | 12,898 | 0.02% | 0.03% | 355 | -4,490 | -6.96% | Q1 2026 | May 01, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 59,933 | 12,889 | 0.06% | 0.05% | 356 | +14,960 | 33.26% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 58,360 | 12,826 | 0.02% | 0.02% | 357 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Paradigm Capital Management, LLC/NV | History | Added to | 59,053 | 12,700 | 11.64% | 11.97% | 358 | +441 | 0.75% | Q1 2026 | May 05, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 58,803 | 12,646 | 0.61% | 0.62% | 359 | -233 | -0.39% | Q1 2026 | May 04, 2026 |
| NOVEM GROUP | History | Reduced | 58,557 | 12,593 | 1.44% | 3.5% | 360 | -79,962 | -57.73% | Q1 2026 | Apr 10, 2026 |
| Aberdeen Wealth Management LLC | History | Added to | 58,417 | 12,563 | 5.73% | 4.8% | 361 | +11,204 | 23.73% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 58,338 | 12,546 | 0.23% | 0.22% | 362 | +3,167 | 5.74% | Q1 2026 | Jun 02, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 58,335 | 12,545 | 1.82% | 1.84% | 363 | -580 | -0.98% | Q1 2026 | Apr 20, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 58,102 | 12,495 | 0.81% | 0.79% | 364 | +85 | 0.15% | Q1 2026 | Apr 27, 2026 |
| DDFG, Inc | History | Reduced | 57,993 | 12,471 | 2.69% | 2.91% | 365 | -2,566 | -4.24% | Q1 2026 | Apr 22, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 57,967 | 12,466 | 1.09% | 0.98% | 366 | +4,928 | 9.29% | Q1 2026 | Apr 15, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 57,921 | 12,456 | 0.8% | 0.81% | 367 | -413 | -0.71% | Q1 2026 | Apr 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 57,886 | 12,448 | 0.1% | 0.1% | 368 | +1,427 | 2.53% | Q1 2026 | May 01, 2026 |
| Wealth Analytics Partners, LLC | History | Reduced | 57,720 | 12,413 | 5.05% | 5.05% | 369 | -919 | -1.57% | Q1 2026 | May 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 57,590 | 12,385 | 0.51% | 0.53% | 370 | +75 | 0.13% | Q1 2026 | May 12, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 57,460 | 12,357 | 0.71% | 0.77% | 371 | -1,066 | -1.82% | Q1 2026 | May 14, 2026 |
| PECAUT & CO. | History | Reduced | 57,236 | 12,309 | 4.0% | 4.14% | 372 | -1,201 | -2.06% | Q1 2026 | May 11, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 56,471 | 12,145 | 0.12% | 0.14% | 373 | -169 | -0.3% | Q1 2026 | May 12, 2026 |
| Curran Financial Partners, LLC | History | Added to | 56,029 | 12,049 | 2.16% | 2.15% | 374 | +4,461 | 8.65% | Q1 2026 | Apr 15, 2026 |
| Advisors Preferred, LLC | History | Added to | 55,983 | 12,039 | 1.77% | 1.97% | 376 | +1,264 | 2.31% | Q1 2026 | May 05, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 55,529 | 12,039 | 0.25% | 0.26% | 375 | -994 | -1.76% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Added to | 55,978 | 12,038 | 0.34% | 0.35% | 377 | +1,694 | 3.12% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | Added to | 55,935 | 12,029 | 0.06% | 0.06% | 378 | +6,234 | 12.54% | Q1 2026 | May 04, 2026 |
| DAGCO, INC. | History | Added to | 55,642 | 11,966 | 2.59% | 2.68% | 379 | +2,832 | 5.36% | Q1 2026 | Apr 20, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 55,255 | 11,883 | 0.18% | 0.18% | 380 | -1,190 | -2.11% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 55,146 | 11,859 | 0.73% | 0.57% | 381 | +1,083 | 2.0% | Q1 2026 | Apr 28, 2026 |
| WealthShield Partners, LLC | History | Added to | 55,047 | 11,838 | 1.32% | 1.33% | 382 | +212 | 0.39% | Q1 2026 | May 01, 2026 |
| Dala Group, LLC | History | Added to | 54,877 | 11,804 | 9.87% | 8.89% | 383 | +8,158 | 17.46% | Q1 2026 | Jun 01, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 54,731 | 11,770 | 3.02% | 3.26% | 384 | +101 | 0.18% | Q1 2026 | Apr 27, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 54,689 | 11,761 | 0.17% | 0.19% | 385 | -2,811 | -4.89% | Q1 2026 | Apr 17, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 54,364 | 11,691 | 0.66% | 0.69% | 386 | -426 | -0.78% | Q1 2026 | Apr 24, 2026 |
| Sherman Wealth Management LLC | History | Added to | 54,219 | 11,660 | 10.02% | 9.86% | 387 | +2,570 | 4.98% | Q1 2026 | Apr 13, 2026 |
| Western Pacific Wealth Management, LP | History | Added to | 53,637 | 11,535 | 11.73% | 11.4% | 388 | +77 | 0.14% | Q1 2026 | Apr 17, 2026 |
| Safir Wealth Advisors, LLC | History | Added to | 53,611 | 11,529 | 8.34% | 8.13% | 389 | +878 | 1.66% | Q1 2026 | Apr 08, 2026 |
| Capital Analysts, LLC | History | Reduced | 53,546 | 11,516 | 0.3% | 0.36% | 390 | -3,601 | -6.3% | Q1 2026 | May 14, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 53,277 | 11,457 | 3.24% | 3.07% | 391 | +3,720 | 7.51% | Q1 2026 | May 01, 2026 |
| VPR Management LLC | History | No change | 52,630 | 11,318 | 4.52% | 5.15% | 392 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | Added to | 52,337 | 11,255 | 1.19% | 1.3% | 394 | +973 | 1.89% | Q1 2026 | Apr 29, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 52,339 | 11,255 | 1.56% | 1.61% | 393 | -257 | -0.49% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 52,252 | 11,237 | 0.29% | — | 395 | +52,252 | New | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Added to | 51,418 | 11,212 | 0.6% | 0.52% | 396 | +506 | 0.99% | Q1 2026 | May 12, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 52,006 | 11,184 | 0.82% | 0.85% | 397 | +587 | 1.14% | Q1 2026 | Jul 29, 2026 |
| White Wing Wealth Management | History | Added to | 51,963 | 11,175 | 6.71% | 6.16% | 398 | +5,001 | 10.65% | Q1 2026 | Apr 13, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 51,869 | 11,154 | 1.28% | 1.14% | 399 | +6,903 | 15.35% | Q1 2026 | May 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 51,793 | 11,138 | 0.89% | 0.86% | 400 | +1,351 | 2.68% | Q1 2026 | May 13, 2026 |
| HM PAYSON & CO | History | Reduced | 51,640 | 11,105 | 0.16% | 0.26% | 401 | -31,045 | -37.55% | Q1 2026 | Apr 13, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 51,348 | 11,042 | 0.43% | 0.43% | 402 | -1,031 | -1.97% | Q1 2026 | May 12, 2026 |
| M3 Wealth Management, LLC | History | Added to | 51,328 | 11,038 | 8.5% | 8.59% | 403 | +3,347 | 6.98% | Q1 2026 | May 05, 2026 |
| Global Wealth Management, LLC | History | Reduced | 51,175 | 11,005 | 6.0% | 6.28% | 404 | -1,927 | -3.63% | Q1 2026 | Apr 16, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 51,012 | 10,970 | 0.06% | 0.06% | 405 | -521 | -1.01% | Q1 2026 | May 14, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 50,714 | 10,906 | 4.37% | 4.5% | 406 | +3,321 | 7.01% | Q1 2026 | Apr 30, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 50,504 | 10,861 | 4.35% | 4.38% | 407 | -530 | -1.04% | Q1 2026 | Apr 23, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 50,306 | 10,818 | 0.86% | 0.16% | 408 | +40,862 | 432.68% | Q1 2026 | Apr 17, 2026 |
| Thomasville National Bank | History | No change | 48,645 | 10,691 | 0.66% | 0.66% | 409 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Security Financial Services, INC. | History | Reduced | 49,696 | 10,687 | 1.69% | 1.73% | 410 | -522 | -1.04% | Q1 2026 | May 27, 2026 |
| NorthRock Partners, LLC | History | Reduced | 49,661 | 10,680 | 0.17% | 0.19% | 411 | -1,738 | -3.38% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 49,479 | 10,641 | 0.3% | 0.26% | 412 | +6,272 | 14.52% | Q1 2026 | May 04, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 49,333 | 10,609 | 0.18% | 0.18% | 413 | -770 | -1.54% | Q1 2026 | May 05, 2026 |
| Choate Investment Advisors | History | Reduced | 49,254 | 10,592 | 0.21% | 0.22% | 414 | -1,305 | -2.58% | Q1 2026 | May 13, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | Added to | 49,082 | 10,555 | 5.72% | 4.69% | 415 | +1,981 | 4.21% | Q1 2026 | May 11, 2026 |
| LS Investment Advisors, LLC | History | Reduced | 48,765 | 10,487 | 1.57% | 1.8% | 416 | -9,630 | -16.49% | Q1 2026 | Apr 20, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 48,525 | 10,435 | 6.54% | 6.53% | 417 | -303 | -0.62% | Q1 2026 | Apr 23, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 48,461 | 10,422 | 5.42% | 5.47% | 418 | +922 | 1.94% | Q1 2026 | Apr 21, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 48,050 | 10,333 | 1.74% | 1.7% | 419 | +2,166 | 4.72% | Q1 2026 | Apr 21, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 47,733 | 10,265 | 0.33% | 0.33% | 420 | +1,212 | 2.61% | Q1 2026 | Apr 30, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 47,661 | 10,250 | 0.39% | 0.43% | 421 | -5,870 | -10.97% | Q1 2026 | May 11, 2026 |
| Kellett Wealth Advisors, LLC | History | Added to | 47,508 | 10,217 | 5.54% | 3.57% | 422 | +19,041 | 66.89% | Q1 2026 | May 04, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | Added to | 47,328 | 10,178 | 2.03% | 2.15% | 423 | +144 | 0.31% | Q1 2026 | Apr 29, 2026 |
| WIMMER ASSOCIATES 1, LLC | History | Reduced | 47,308 | 10,174 | 4.97% | 4.86% | 424 | -229 | -0.48% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 47,207 | 10,152 | 0.24% | 0.23% | 425 | +25,587 | 118.35% | Q1 2026 | Apr 27, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Reduced | 44,717 | 10,143 | 9.52% | 10.75% | 426 | -3,729 | -7.7% | Q1 2026 | Apr 27, 2026 |
| Trek Financial, LLC | History | Reduced | 47,055 | 10,119 | 0.54% | 0.79% | 427 | -15,334 | -24.58% | Q1 2026 | May 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 46,711 | 10,045 | 1.23% | 1.25% | 428 | -576 | -1.22% | Q1 2026 | May 05, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 46,685 | 10,040 | 0.19% | 0.21% | 429 | -2,753 | -5.57% | Q1 2026 | May 01, 2026 |
| Prentice Wealth Management LLC | History | Reduced | 46,533 | 10,007 | 2.26% | 2.34% | 430 | -29 | -0.06% | Q1 2026 | Apr 17, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 46,297 | 9,956 | 0.47% | 0.47% | 431 | +1,922 | 4.33% | Q1 2026 | May 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 45,298 | 9,955 | 0.48% | 0.47% | 432 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 46,029 | 9,927 | 0.17% | 0.2% | 433 | -3,448 | -6.97% | Q1 2026 | May 14, 2026 |
| City State Bank | History | Added to | 46,088 | 9,911 | 2.57% | 2.59% | 434 | +3,000 | 6.96% | Q1 2026 | Apr 20, 2026 |
| Financial Perspectives, Inc | History | Added to | 45,928 | 9,877 | 2.76% | 2.7% | 435 | +254 | 0.56% | Q1 2026 | May 11, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 45,838 | 9,857 | 0.38% | 0.51% | 436 | +25,118 | 121.23% | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 45,704 | 9,829 | 0.13% | 0.11% | 437 | +6,239 | 15.81% | Q1 2026 | May 15, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 45,687 | 9,825 | 2.91% | 3.03% | 438 | +106 | 0.23% | Q1 2026 | Apr 24, 2026 |
| Sandbox Financial Partners, LLC | History | Reduced | 45,369 | 9,757 | 2.74% | 2.85% | 439 | -1,506 | -3.21% | Q1 2026 | Apr 08, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 45,306 | 9,743 | 0.32% | 0.3% | 440 | +3,199 | 7.6% | Q1 2026 | May 14, 2026 |
| PETERSON WEALTH MANAGEMENT | History | Added to | 45,179 | 9,716 | 5.63% | 7.18% | 441 | +1,229 | 2.8% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 45,110 | 9,708 | 0.16% | 0.17% | 442 | -1,728 | -3.69% | Q1 2026 | Apr 14, 2026 |
| Souders Financial Advisors | History | Added to | 45,057 | 9,689 | 1.11% | 1.11% | 443 | +827 | 1.87% | Q1 2026 | May 04, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 44,975 | 9,672 | 0.6% | 0.64% | 444 | +56 | 0.12% | Q1 2026 | Apr 27, 2026 |
| Financial Planning Hawaii, Inc. | History | Added to | 44,972 | 9,671 | 5.7% | 5.65% | 445 | +380 | 0.85% | Q1 2026 | Apr 21, 2026 |
| Diana Davis Spencer Foundation | History | New | 44,730 | 9,619 | 24.47% | — | 446 | +44,730 | New | Q1 2026 | May 12, 2026 |
| SYON CAPITAL LLC | History | Reduced | 44,680 | 9,608 | 0.48% | 0.78% | 447 | -26,433 | -37.17% | Q1 2026 | May 13, 2026 |
| Northstar Group, Inc. | History | Added to | 44,583 | 9,588 | 1.36% | 1.31% | 448 | +831 | 1.9% | Q1 2026 | Apr 28, 2026 |
| PMG Wealth Management, Inc. | History | Added to | 44,420 | 9,553 | 6.89% | 7.06% | 449 | +558 | 1.27% | Q1 2026 | Apr 17, 2026 |
| Moors & Cabot, Inc. | History | Added to | 44,379 | 9,544 | 0.41% | 0.39% | 450 | +2,920 | 7.04% | Q1 2026 | May 08, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 44,190 | 9,503 | 0.59% | 0.6% | 451 | +341 | 0.78% | Q1 2026 | May 05, 2026 |
| Bristlecone Value Partners, LLC | History | Added to | 44,024 | 9,467 | 8.33% | 10.12% | 452 | +4,115 | 10.31% | Q1 2026 | May 08, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 43,966 | 9,455 | 0.39% | 0.32% | 453 | +3,976 | 9.94% | Q1 2026 | May 14, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Added to | 43,853 | 9,431 | 2.65% | 2.56% | 454 | +349 | 0.8% | Q1 2026 | May 11, 2026 |
| North Star Investment Management Corp. | History | Added to | 43,734 | 9,405 | 0.57% | 0.6% | 455 | +27 | 0.06% | Q1 2026 | Apr 23, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 43,718 | 9,402 | 1.07% | 1.08% | 456 | +529 | 1.22% | Q1 2026 | May 01, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 43,658 | 9,389 | 0.31% | 0.34% | 457 | -3,575 | -7.57% | Q1 2026 | May 14, 2026 |
| Cascade Wealth Advisors, Inc | History | Reduced | 41,071 | 9,366 | 4.11% | 4.26% | 458 | -222 | -0.54% | Q1 2026 | May 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 42,563 | 9,354 | 0.39% | 0.39% | 459 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Reduced | 43,322 | 9,316 | 2.44% | 2.83% | 460 | -4,462 | -9.34% | Q1 2026 | Apr 10, 2026 |
| Plotkin Financial Advisors, LLC | History | Added to | 43,014 | 9,250 | 4.65% | 4.6% | 461 | +146 | 0.34% | Q1 2026 | May 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 42,998 | 9,247 | 0.0% | 0.0% | 462 | +42,836 | 26441.98% | Q1 2026 | May 12, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 42,908 | 9,227 | 0.7% | 0.69% | 463 | +4,236 | 10.95% | Q1 2026 | Apr 30, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 42,770 | 9,198 | 0.88% | 0.89% | 464 | +122 | 0.29% | Q1 2026 | Apr 13, 2026 |
| FORMULATE FINANCIAL LLC | History | Added to | 42,578 | 9,156 | 11.31% | 10.89% | 465 | +326 | 0.77% | Q1 2026 | Apr 29, 2026 |
| VANGUARD ADVISERS INC | History | New | 42,339 | 9,105 | 0.04% | — | 466 | +42,339 | New | Q1 2026 | May 08, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 41,959 | 9,023 | 0.93% | 0.95% | 467 | -591 | -1.39% | Q1 2026 | May 12, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 41,878 | 9,006 | 0.06% | 0.05% | 468 | -5,067 | -10.79% | Q1 2026 | May 07, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 41,812 | 8,992 | 5.98% | 6.33% | 469 | -1,485 | -3.43% | Q1 2026 | May 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 41,732 | 8,974 | 0.2% | 0.2% | 470 | +661 | 1.61% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Reduced | 41,600 | 8,946 | 0.48% | 0.43% | 471 | -3,571 | -7.91% | Q1 2026 | May 14, 2026 |
| Miller Capital Partners, Inc. | History | Added to | 41,559 | 8,937 | 4.29% | 4.59% | 472 | +127 | 0.31% | Q1 2026 | May 14, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 41,513 | 8,927 | 2.2% | 4.31% | 473 | -40,441 | -49.35% | Q1 2026 | May 14, 2026 |
| Gleason Group, Inc. | History | Added to | 41,500 | 8,925 | 0.88% | 0.89% | 474 | +163 | 0.39% | Q1 2026 | May 04, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 41,398 | 8,903 | 0.11% | 0.14% | 475 | -2,656 | -6.03% | Q1 2026 | Apr 23, 2026 |
| AE Wealth Management LLC | History | Reduced | 41,397 | 8,902 | 0.05% | 0.07% | 476 | -11,815 | -22.2% | Q1 2026 | May 13, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 41,184 | 8,857 | 0.27% | 0.03% | 477 | +37,329 | 968.33% | Q1 2026 | Apr 16, 2026 |
| Brio Consultants, LLC | History | Reduced | 38,697 | 8,856 | 1.08% | 1.2% | 478 | -3,349 | -7.97% | Q1 2026 | May 06, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 40,993 | 8,855 | 1.1% | 1.15% | 479 | +1 | 0.0% | Q1 2026 | Apr 07, 2026 |
| FIRST HORIZON CORP | History | Reduced | 41,102 | 8,839 | 0.37% | 0.42% | 480 | -1,264 | -2.98% | Q1 2026 | Apr 30, 2026 |
| GM Advisory Group, LLC | History | Added to | 40,984 | 8,813 | 0.34% | 0.35% | 481 | +197 | 0.48% | Q1 2026 | Apr 28, 2026 |
| Hamrick Investment Counsel, llc | History | Added to | 40,905 | 8,796 | 4.87% | 6.23% | 482 | +2,803 | 7.36% | Q1 2026 | May 11, 2026 |
| WARNER FINANCIAL, INC | History | Reduced | 40,752 | 8,764 | 3.01% | 3.19% | 483 | -1,100 | -2.63% | Q1 2026 | Apr 08, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 39,845 | 8,757 | 0.64% | 0.64% | 484 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | No change | 40,651 | 8,742 | 3.79% | 4.0% | 485 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 40,629 | 8,737 | 0.98% | 1.02% | 486 | -747 | -1.81% | Q1 2026 | May 05, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 39,650 | 8,714 | 0.3% | 0.3% | 487 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 38,312 | 8,699 | 0.19% | 0.23% | 488 | -2,677 | -6.53% | Q1 2026 | May 04, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Added to | 40,348 | 8,677 | 6.35% | 5.19% | 489 | +8,106 | 25.14% | Q1 2026 | May 08, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 39,919 | 8,584 | 0.01% | 0.01% | 490 | -1,267 | -3.08% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 39,676 | 8,532 | 0.05% | 0.05% | 491 | +2,828 | 7.67% | Q1 2026 | May 15, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 37,244 | 8,516 | 0.51% | 0.55% | 492 | -554 | -1.47% | Q1 2026 | May 14, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 39,283 | 8,448 | 0.45% | 0.46% | 493 | -226 | -0.57% | Q1 2026 | May 15, 2026 |
| Madson Wealth Advisors Inc | History | New | 39,263 | 8,443 | 7.02% | — | 494 | +39,263 | New | Q1 2026 | Apr 21, 2026 |
| Alexis Investment Partners, LLC | History | Reduced | 39,772 | 8,379 | 5.77% | 3.31% | 495 | -489 | -1.21% | Q1 2026 | Apr 24, 2026 |
| New Perspectives, Inc | History | Reduced | 38,946 | 8,375 | 2.9% | 3.01% | 496 | -590 | -1.49% | Q1 2026 | Apr 21, 2026 |
| Adirondack Capital Advisors, LLC | History | Added to | 38,855 | 8,356 | 5.37% | 4.51% | 497 | +8,322 | 27.26% | Q1 2026 | Apr 09, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 38,662 | 8,314 | 0.14% | 0.15% | 498 | -1,066 | -2.68% | Q1 2026 | Apr 22, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 38,555 | 8,291 | 0.06% | 0.05% | 499 | +6,102 | 18.8% | Q1 2026 | Apr 14, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 38,329 | 8,242 | 2.98% | 3.08% | 500 | +217 | 0.57% | Q1 2026 | May 06, 2026 |
| Orion Capital Management LLC | History | Reduced | 38,248 | 8,225 | 2.83% | 3.13% | 501 | -4,162 | -9.81% | Q1 2026 | May 14, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Added to | 38,152 | 8,205 | 3.0% | 3.08% | 502 | +2,579 | 7.25% | Q1 2026 | Apr 14, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 38,148 | 8,204 | 2.26% | 2.3% | 503 | +480 | 1.27% | Q1 2026 | Apr 15, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 38,024 | 8,177 | 2.61% | 2.55% | 504 | +543 | 1.45% | Q1 2026 | Apr 21, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 37,792 | 8,127 | 0.1% | 0.11% | 505 | -830 | -2.15% | Q1 2026 | Apr 21, 2026 |
| Leo Wealth, LLC | History | Reduced | 37,720 | 8,112 | 0.59% | 0.61% | 506 | -807 | -2.09% | Q1 2026 | May 05, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 37,493 | 8,063 | 0.3% | 0.28% | 507 | +50 | 0.13% | Q1 2026 | May 07, 2026 |
| Riverview Capital Advisers, LLC | History | Added to | 37,366 | 8,035 | 2.68% | 2.07% | 508 | +6,282 | 20.21% | Q1 2026 | May 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 37,303 | 8,022 | 0.41% | 0.41% | 509 | +1,620 | 4.54% | Q1 2026 | Apr 15, 2026 |
| West Financial Advisors, LLC | History | Reduced | 37,203 | 8,000 | 1.36% | 1.41% | 510 | -757 | -1.99% | Q1 2026 | Apr 08, 2026 |
| Tide Cove Capital Partners LLC | History | Reduced | 35,039 | 7,922 | 5.39% | 6.66% | 511 | -6,928 | -16.51% | Q1 2026 | Apr 28, 2026 |
| Kagan Cocozza Asset Management | History | Reduced | 36,829 | 7,920 | 5.57% | 6.31% | 512 | -3,536 | -8.76% | Q1 2026 | Apr 23, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 36,628 | 7,877 | 0.6% | 0.57% | 513 | +4,850 | 15.26% | Q1 2026 | Apr 22, 2026 |
| COMMERCE BANK | History | Added to | 36,517 | 7,853 | 0.04% | 0.03% | 514 | +15,180 | 71.14% | Q1 2026 | May 11, 2026 |
| Wealth Care LLC | History | New | 36,467 | 7,842 | 6.97% | — | 515 | +36,467 | New | Q1 2026 | Apr 24, 2026 |
| Weaver Consulting Group | History | Reduced | 36,223 | 7,790 | 1.86% | 1.95% | 516 | -150 | -0.41% | Q1 2026 | May 15, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 36,149 | 7,774 | 2.74% | 2.94% | 517 | -673 | -1.83% | Q1 2026 | Apr 08, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 36,111 | 7,766 | 2.68% | 2.78% | 518 | -367 | -1.01% | Q1 2026 | May 06, 2026 |
| Fullerton Advisors, LLC | History | Reduced | 35,851 | 7,710 | 7.99% | 8.08% | 519 | -963 | -2.62% | Q1 2026 | Apr 21, 2026 |
| Caprock Group, LLC | History | Added to | 35,573 | 7,650 | 0.19% | 0.16% | 520 | +772 | 2.22% | Q1 2026 | May 11, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 35,537 | 7,642 | 0.12% | 0.14% | 521 | -1,340 | -3.63% | Q1 2026 | May 04, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 35,087 | 7,545 | 0.75% | 0.79% | 522 | -885 | -2.46% | Q1 2026 | Apr 30, 2026 |
| Asset Advisory Group, Inc. | History | Added to | 35,032 | 7,534 | 3.78% | 3.78% | 523 | +644 | 1.87% | Q1 2026 | Apr 16, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 33,100 | 7,510 | 0.1% | 0.09% | 524 | +472 | 1.45% | Q1 2026 | May 06, 2026 |
| Jordan Park Group LLC | History | No change | 34,743 | 7,471 | 0.4% | 0.44% | 525 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sloy Dahl & Holst, LLC | History | Reduced | 34,495 | 7,418 | 1.02% | 0.92% | 526 | -396 | -1.13% | Q1 2026 | May 13, 2026 |
| NWAM LLC | History | Reduced | 34,472 | 7,413 | 0.43% | 0.44% | 527 | -796 | -2.26% | Q1 2026 | May 04, 2026 |
| HEADINVEST, LLC | History | Added to | 34,439 | 7,406 | 1.52% | 1.47% | 528 | +719 | 2.13% | Q1 2026 | May 15, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 34,437 | 7,405 | 0.39% | 0.41% | 529 | -1,854 | -5.11% | Q1 2026 | Apr 27, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 34,436 | 7,405 | 4.42% | 4.44% | 530 | +458 | 1.35% | Q1 2026 | Apr 30, 2026 |
| Hoese & Co LLP | History | Reduced | 34,344 | 7,385 | 5.48% | 5.61% | 531 | -1,478 | -4.13% | Q1 2026 | Apr 22, 2026 |
| Sovran Advisors, LLC | History | Added to | 32,096 | 7,340 | 0.58% | 0.59% | 532 | +1,245 | 4.04% | Q1 2026 | May 01, 2026 |
| Strategic Financial Group, LLC | History | New | 34,051 | 7,323 | 7.54% | — | 533 | +34,051 | New | Q1 2026 | Apr 29, 2026 |
| Heritage Wealth Advisors | History | Reduced | 34,001 | 7,312 | 0.29% | 0.36% | 534 | -8,604 | -20.19% | Q1 2026 | May 13, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 33,847 | 7,279 | 1.41% | 1.44% | 535 | -481 | -1.4% | Q1 2026 | Apr 16, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 33,802 | 7,269 | 2.18% | 2.24% | 536 | -547 | -1.59% | Q1 2026 | May 05, 2026 |
| Calydon Capital | History | Added to | 33,636 | 7,233 | 1.18% | 1.24% | 537 | +76 | 0.23% | Q1 2026 | May 15, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 33,276 | 7,156 | 1.31% | 1.32% | 538 | -15 | -0.05% | Q1 2026 | Apr 30, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 32,104 | 7,125 | 1.96% | 1.87% | 539 | +258 | 0.81% | Q1 2026 | Apr 30, 2026 |
| Keystone Financial Group | History | Added to | 32,819 | 7,104 | 0.49% | 0.53% | 540 | +15 | 0.05% | Q1 2026 | May 13, 2026 |
| Sowell Financial Services LLC | History | Reduced | 32,940 | 7,084 | 0.26% | 0.27% | 541 | -831 | -2.46% | Q1 2026 | Apr 20, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 32,811 | 7,056 | 1.57% | 1.65% | 542 | -1,450 | -4.23% | Q1 2026 | May 21, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 32,761 | 7,045 | 0.41% | 0.45% | 543 | -2,536 | -7.18% | Q1 2026 | Apr 20, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 32,660 | 7,023 | 0.01% | — | 544 | +32,660 | New | Q1 2026 | May 15, 2026 |
| John Boyer, Inc. | History | Added to | 32,533 | 6,997 | 6.99% | 6.88% | 545 | +1,784 | 5.8% | Q1 2026 | Aug 07, 2026 |
| One Day In July LLC | History | Added to | 32,533 | 6,996 | 0.56% | 0.56% | 546 | +1,751 | 5.69% | Q1 2026 | May 05, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 32,421 | 6,976 | 1.07% | 1.14% | 547 | -20 | -0.06% | Q1 2026 | May 04, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 32,290 | 6,944 | 0.31% | 0.33% | 548 | -705 | -2.14% | Q1 2026 | May 05, 2026 |
| Detalus Advisors, LLC | History | Added to | 32,001 | 6,882 | 1.57% | 1.7% | 549 | +218 | 0.69% | Q1 2026 | Apr 22, 2026 |
| BESSEMER GROUP INC | History | Reduced | 31,995 | 6,881 | 0.01% | 0.01% | 550 | -1,256 | -3.78% | Q1 2026 | May 06, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 31,996 | 6,881 | 2.17% | 2.19% | 551 | -67 | -0.21% | Q1 2026 | Apr 16, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 31,930 | 6,866 | 4.07% | 4.07% | 552 | +13,421 | 72.51% | Q1 2026 | Apr 16, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 31,716 | 6,850 | 0.46% | 0.51% | 553 | -621 | -1.92% | Q1 2026 | May 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 31,648 | 6,806 | 2.26% | 2.34% | 554 | -417 | -1.3% | Q1 2026 | Apr 09, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 31,613 | 6,798 | 0.0% | 0.0% | 555 | +5,997 | 23.41% | Q1 2026 | May 13, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 31,587 | 6,793 | 1.98% | 1.84% | 556 | +3,449 | 12.26% | Q1 2026 | Apr 30, 2026 |
| Csenge Advisory Group | History | Reduced | 31,467 | 6,767 | 0.31% | 0.32% | 557 | -964 | -2.97% | Q1 2026 | Apr 30, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 31,440 | 6,761 | 0.23% | 0.26% | 558 | -2,431 | -7.18% | Q1 2026 | Apr 17, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 31,419 | 6,760 | 0.24% | 0.25% | 559 | -567 | -1.77% | Q1 2026 | May 06, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 31,411 | 6,755 | 2.32% | 2.28% | 560 | +306 | 0.98% | Q1 2026 | May 04, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Reduced | 31,285 | 6,728 | 0.84% | 0.98% | 561 | -1,202 | -3.7% | Q1 2026 | Apr 16, 2026 |
| IHT Wealth Management, LLC | History | Added to | 31,261 | 6,722 | 0.16% | 0.17% | 562 | +350 | 1.13% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Added to | 31,230 | 6,716 | 0.23% | 0.16% | 563 | +10,097 | 47.78% | Q1 2026 | Apr 22, 2026 |
| Blom & Howell Financial Planning, Inc. | History | Added to | 31,188 | 6,707 | 6.59% | 5.67% | 564 | +5,226 | 20.13% | Q1 2026 | Jul 10, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Reduced | 31,076 | 6,683 | 0.88% | 0.92% | 565 | -5 | -0.02% | Q1 2026 | Apr 21, 2026 |
| Montis Financial, LLC | History | Reduced | 31,071 | 6,682 | 1.38% | 1.45% | 566 | -2,225 | -6.68% | Q1 2026 | May 11, 2026 |
| Creekside Partners | History | Reduced | 31,051 | 6,677 | 2.75% | 2.99% | 567 | -1,186 | -3.68% | Q1 2026 | Apr 21, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 30,943 | 6,654 | 1.53% | 1.5% | 568 | +925 | 3.08% | Q1 2026 | Apr 17, 2026 |
| PW Nova Financial Services LLC | History | Added to | 30,826 | 6,629 | 1.66% | 2.56% | 569 | +152 | 0.5% | Q1 2026 | Apr 15, 2026 |
| Colony Family Offices, LLC | History | Reduced | 30,821 | 6,628 | 1.63% | 1.72% | 570 | -522 | -1.67% | Q1 2026 | Apr 21, 2026 |
| Verum Partners LLC | History | Reduced | 30,801 | 6,624 | 1.26% | 1.37% | 571 | -56 | -0.18% | Q1 2026 | Apr 15, 2026 |
| Bay Rivers Group | History | Added to | 30,730 | 6,608 | 2.75% | 2.69% | 572 | +488 | 1.61% | Q1 2026 | Apr 13, 2026 |
| Plan Group Financial, LLC | History | Added to | 30,715 | 6,605 | 1.55% | 1.58% | 573 | +3,075 | 11.13% | Q1 2026 | Apr 13, 2026 |
| Aspen Wealth Management LLC | History | Reduced | 30,645 | 6,590 | 1.31% | 1.43% | 574 | -403 | -1.3% | Q1 2026 | Apr 01, 2026 |
| Arcataur Capital Management LLC | History | Added to | 30,515 | 6,562 | 1.83% | 1.82% | 575 | +1,517 | 5.23% | Q1 2026 | Apr 22, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 30,419 | 6,541 | 2.33% | 2.35% | 576 | -109 | -0.36% | Q1 2026 | May 05, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 30,388 | 6,535 | 2.88% | 2.9% | 577 | -1,163 | -3.69% | Q1 2026 | Apr 22, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 30,375 | 6,532 | 0.1% | 0.1% | 578 | +850 | 2.88% | Q1 2026 | Apr 09, 2026 |
| Indivisible Partners | History | Added to | 30,291 | 6,514 | 0.58% | 0.62% | 579 | +4,282 | 16.46% | Q1 2026 | Apr 30, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 30,119 | 6,477 | 1.77% | 2.0% | 580 | -2,917 | -8.83% | Q1 2026 | May 11, 2026 |
| One Degree Advisors Inc | History | Reduced | 30,117 | 6,477 | 1.7% | 1.84% | 581 | -278 | -0.91% | Q1 2026 | May 01, 2026 |
| Hofer & Associates. Inc | History | Added to | 30,050 | 6,462 | 3.47% | 3.45% | 582 | +424 | 1.43% | Q1 2026 | Apr 21, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 29,968 | 6,444 | 0.85% | 0.85% | 583 | +97 | 0.32% | Q1 2026 | Apr 27, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Reduced | 29,891 | 6,428 | 4.73% | 4.83% | 584 | -51 | -0.17% | Q1 2026 | Apr 22, 2026 |
| DAVIS R M INC | History | Reduced | 29,682 | 6,383 | 0.11% | 0.12% | 585 | -2,915 | -8.94% | Q1 2026 | May 13, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 29,670 | 6,380 | 1.41% | 1.4% | 586 | +1,013 | 3.53% | Q1 2026 | Apr 03, 2026 |
| Aznar Financial Advisors, LLC | History | No change | 29,011 | 6,376 | 6.13% | 6.13% | 587 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 29,563 | 6,357 | 0.71% | 0.77% | 588 | -704 | -2.33% | Q1 2026 | Apr 29, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | Added to | 29,551 | 6,355 | 3.51% | 3.48% | 589 | +364 | 1.25% | Q1 2026 | Apr 22, 2026 |
| Aspen Investment Management Inc | History | Reduced | 29,220 | 6,284 | 1.92% | 1.95% | 590 | -195 | -0.66% | Q1 2026 | Apr 15, 2026 |
| Strategic Advisors LLC | History | Added to | 29,016 | 6,240 | 1.04% | 0.84% | 591 | +4,484 | 18.28% | Q1 2026 | May 14, 2026 |
| San Luis Wealth Advisors LLC | History | Reduced | 29,011 | 6,239 | 1.03% | 1.93% | 592 | -23,469 | -44.72% | Q1 2026 | Apr 29, 2026 |
| Ledyard National Bank | History | Reduced | 28,991 | 6,234 | 0.54% | 0.58% | 593 | -1,524 | -4.99% | Q1 2026 | Apr 24, 2026 |
| Brightwater Advisory LLC | History | Reduced | 28,895 | 6,214 | 4.11% | 4.3% | 594 | -88 | -0.3% | Q1 2026 | Apr 30, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 28,880 | 6,210 | 2.06% | 2.07% | 595 | +4,707 | 19.47% | Q1 2026 | Apr 17, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 28,824 | 6,198 | 0.13% | 0.03% | 596 | +22,413 | 349.6% | Q1 2026 | May 13, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 28,315 | 6,089 | 2.78% | 3.04% | 597 | -2,113 | -6.94% | Q1 2026 | Apr 22, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Reduced | 28,070 | 6,036 | 0.33% | 0.49% | 598 | -3,330 | -10.61% | Q1 2026 | Apr 17, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 28,029 | 6,024 | 0.45% | 0.43% | 599 | -525 | -1.84% | Q1 2026 | May 20, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 27,986 | 6,018 | 0.8% | 0.89% | 600 | -644 | -2.25% | Q1 2026 | Apr 13, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 27,921 | 6,004 | 0.73% | 0.68% | 601 | +3,606 | 14.83% | Q1 2026 | May 06, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 27,791 | 5,976 | 0.95% | 1.07% | 602 | +1,021 | 3.81% | Q1 2026 | Apr 30, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 27,175 | 5,972 | 3.67% | 3.67% | 603 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Seven Springs Wealth Group, LLC | History | Reduced | 27,575 | 5,930 | 1.37% | 1.74% | 604 | -72 | -0.26% | Q1 2026 | May 14, 2026 |
| Gibson Capital, LLC | History | No change | 27,539 | 5,922 | 1.1% | 1.11% | 605 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 27,454 | 5,904 | 0.65% | 0.62% | 606 | +530 | 1.97% | Q1 2026 | Apr 28, 2026 |
| LightSquare Wealth Management, LLC | History | New | 27,449 | 5,903 | 4.42% | — | 607 | +27,449 | New | Q1 2026 | May 11, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 27,418 | 5,896 | 3.42% | 3.52% | 608 | +1,285 | 4.92% | Q1 2026 | May 12, 2026 |
| Investment Management Trust, LLC | History | New | 27,231 | 5,856 | 5.71% | — | 609 | +27,231 | New | Q1 2026 | Apr 24, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 27,228 | 5,855 | 1.6% | 1.75% | 610 | -241 | -0.88% | Q1 2026 | May 13, 2026 |
| Frederick Financial Consultants, LLC | History | Reduced | 27,195 | 5,848 | 2.91% | 3.33% | 611 | -450 | -1.63% | Q1 2026 | May 14, 2026 |
| Scott & Selber, Inc. | History | Reduced | 27,127 | 5,833 | 1.51% | 1.57% | 612 | -1,352 | -4.75% | Q1 2026 | Apr 16, 2026 |
| StrongBox Wealth, LLC | History | Added to | 26,988 | 5,804 | 1.86% | 1.92% | 613 | +337 | 1.26% | Q1 2026 | May 08, 2026 |
| Sunpointe, LLC | History | Added to | 26,934 | 5,792 | 1.9% | 1.8% | 614 | +2,204 | 8.91% | Q1 2026 | Apr 21, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 26,759 | 5,754 | 0.18% | 0.19% | 615 | +228 | 0.86% | Q1 2026 | Apr 08, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 26,673 | 5,736 | 1.46% | 1.51% | 616 | -27 | -0.1% | Q1 2026 | Apr 22, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 26,607 | 5,722 | 2.41% | 2.6% | 617 | -484 | -1.79% | Q1 2026 | May 11, 2026 |
| Chris Bulman Inc | History | Reduced | 26,513 | 5,702 | 2.5% | 2.71% | 618 | -1,345 | -4.83% | Q1 2026 | Apr 13, 2026 |
| BRIGHTON JONES LLC | History | New | 26,484 | 5,695 | 0.13% | — | 619 | +26,484 | New | Q1 2026 | Aug 06, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 26,468 | 5,692 | 0.02% | — | 620 | +26,468 | New | Q1 2026 | May 12, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 26,423 | 5,682 | 2.23% | 2.33% | 621 | +330 | 1.26% | Q1 2026 | Apr 17, 2026 |
| Wedmont Private Capital | History | Added to | 25,507 | 5,660 | 0.18% | 0.2% | 622 | +247 | 0.98% | Q1 2026 | Apr 09, 2026 |
| OneAscent Financial Services LLC | History | Added to | 26,272 | 5,650 | 0.31% | 0.14% | 624 | +19,138 | 268.26% | Q1 2026 | Apr 21, 2026 |
| Stokes Capital Advisors, LLC | History | Added to | 26,273 | 5,650 | 1.27% | 1.3% | 623 | +365 | 1.41% | Q1 2026 | Apr 23, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 26,265 | 5,648 | 2.55% | 2.55% | 626 | +716 | 2.8% | Q1 2026 | Apr 24, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 26,264 | 5,648 | 3.69% | 3.83% | 625 | -673 | -2.5% | Q1 2026 | Apr 28, 2026 |
| Vigilare Wealth Management | History | Added to | 25,945 | 5,579 | 1.89% | 1.85% | 627 | +959 | 3.84% | Q1 2026 | Apr 01, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 25,919 | 5,574 | 0.16% | 0.17% | 628 | -1,452 | -5.3% | Q1 2026 | Apr 29, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Added to | 25,880 | 5,565 | 1.25% | 1.17% | 629 | +760 | 3.03% | Q1 2026 | Apr 23, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 25,643 | 5,514 | 0.32% | 0.38% | 630 | -3,716 | -12.66% | Q1 2026 | Apr 30, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 25,568 | 5,498 | 0.24% | 0.26% | 631 | +373 | 1.48% | Q1 2026 | May 12, 2026 |
| Capital Planning LLC | History | Added to | 25,527 | 5,489 | 1.79% | 1.35% | 632 | +3,742 | 17.18% | Q1 2026 | Apr 29, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Reduced | 25,478 | 5,479 | 1.3% | 1.44% | 633 | -1,213 | -4.54% | Q1 2026 | Apr 22, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 25,468 | 5,477 | 1.98% | 2.08% | 634 | -2,752 | -9.75% | Q1 2026 | May 12, 2026 |
| Strategic Blueprint, LLC | History | Added to | 25,423 | 5,467 | 0.32% | 0.32% | 635 | +661 | 2.67% | Q1 2026 | Apr 29, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 25,414 | 5,465 | 0.08% | 0.09% | 636 | +2,549 | 11.15% | Q1 2026 | May 12, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | Added to | 25,326 | 5,446 | 5.21% | 5.03% | 637 | +865 | 3.54% | Q1 2026 | Apr 14, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 25,265 | 5,433 | 0.23% | 0.22% | 638 | +1,484 | 6.24% | Q1 2026 | Apr 29, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 25,199 | 5,419 | 0.34% | 0.37% | 639 | -1,846 | -6.83% | Q1 2026 | May 15, 2026 |
| Centerpoint Advisory Group | History | Reduced | 25,182 | 5,415 | 4.08% | 4.27% | 640 | -33 | -0.13% | Q1 2026 | Apr 29, 2026 |
| W ADVISORS, LLC | History | Reduced | 25,107 | 5,399 | 2.77% | 2.81% | 641 | -275 | -1.08% | Q1 2026 | Apr 29, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 24,994 | 5,375 | 0.2% | 0.2% | 642 | -3,179 | -11.28% | Q1 2026 | Apr 21, 2026 |
| PFG Investments, LLC | History | Reduced | 24,847 | 5,343 | 0.25% | 0.26% | 643 | -640 | -2.51% | Q1 2026 | Apr 27, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 24,792 | 5,331 | 1.2% | 1.27% | 644 | -239 | -0.95% | Q1 2026 | Apr 27, 2026 |
| Independent Family Office, LLC | History | No change | 24,747 | 5,322 | 2.19% | 2.27% | 645 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 24,702 | 5,312 | 0.13% | 0.13% | 646 | +516 | 2.13% | Q1 2026 | May 11, 2026 |
| HUB Investment Partners, LLC | History | Added to | 24,668 | 5,305 | 0.13% | 0.14% | 647 | +372 | 1.53% | Q1 2026 | May 15, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 24,504 | 5,269 | 2.0% | 1.99% | 648 | +5,911 | 31.79% | Q1 2026 | May 15, 2026 |
| AVITY INVESTMENT MANAGEMENT INC. | History | Reduced | 24,437 | 5,255 | 0.38% | 0.4% | 649 | -1,580 | -6.07% | Q1 2026 | Apr 08, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 24,346 | 5,235 | 0.06% | 0.06% | 650 | +275 | 1.14% | Q1 2026 | May 15, 2026 |
| Infinity Wealth Counsel, LLC | History | Reduced | 24,339 | 5,234 | 4.81% | 4.88% | 651 | -55 | -0.23% | Q1 2026 | Apr 08, 2026 |
| Base Wealth Management LLC | History | Added to | 24,222 | 5,209 | 2.91% | 1.85% | 652 | +8,594 | 54.99% | Q1 2026 | Apr 29, 2026 |
| Mosaic Advisors LLC | History | Added to | 22,912 | 5,197 | 7.77% | 6.89% | 653 | +6,566 | 40.17% | Q1 2026 | May 04, 2026 |
| MCF Advisors LLC | History | Reduced | 24,143 | 5,192 | 0.23% | 0.3% | 654 | -297 | -1.22% | Q1 2026 | May 11, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 24,116 | 5,186 | 1.53% | 1.47% | 655 | +1,284 | 5.62% | Q1 2026 | Apr 22, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Added to | 24,055 | 5,173 | 0.39% | 0.46% | 656 | +4 | 0.02% | Q1 2026 | May 13, 2026 |
| Vavra Capital Management, LLC | History | Added to | 23,959 | 5,152 | 5.01% | 4.98% | 657 | +881 | 3.82% | Q1 2026 | Apr 27, 2026 |
| CORDA Investment Management, LLC. | History | Added to | 23,920 | 5,144 | 0.36% | 0.35% | 658 | +2,141 | 9.83% | Q1 2026 | May 04, 2026 |
| Forum Private Client Group LLC | History | Reduced | 23,728 | 5,102 | 1.7% | 1.86% | 659 | -1,114 | -4.48% | Q1 2026 | May 13, 2026 |
| Breakwater Investment Management | History | Reduced | 23,619 | 5,079 | 1.89% | 1.92% | 660 | -547 | -2.26% | Q1 2026 | May 14, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 23,580 | 5,071 | 0.91% | 0.93% | 661 | +100 | 0.43% | Q1 2026 | Apr 29, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 23,470 | 5,047 | 0.57% | 0.56% | 662 | +112 | 0.48% | Q1 2026 | Apr 16, 2026 |
| HighPoint Advisor Group LLC | History | New | 23,436 | 5,040 | 0.21% | — | 663 | +23,436 | New | Q1 2026 | May 14, 2026 |
| Junk Investment Group, LLC | History | New | 23,427 | 5,038 | 2.64% | — | 664 | +23,427 | New | Q1 2026 | May 08, 2026 |
| Fortis Advisors, LLC | History | Reduced | 23,388 | 5,029 | 2.52% | 3.04% | 665 | -2,102 | -8.25% | Q1 2026 | May 14, 2026 |
| Global Financial Private Client, LLC | History | Added to | 23,309 | 5,012 | 1.64% | 1.74% | 666 | +751 | 3.33% | Q1 2026 | Apr 20, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 23,205 | 4,990 | 1.15% | 1.2% | 667 | -698 | -2.92% | Q1 2026 | Apr 28, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Reduced | 23,190 | 4,987 | 0.75% | 0.76% | 668 | -360 | -1.53% | Q1 2026 | Apr 29, 2026 |
| MilWealth Group LLC | History | Reduced | 23,102 | 4,968 | 1.18% | 1.23% | 669 | -486 | -2.06% | Q1 2026 | May 01, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 23,096 | 4,967 | 0.23% | 0.26% | 670 | +1,680 | 7.84% | Q1 2026 | Apr 15, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 23,099 | 4,967 | 2.7% | 2.79% | 671 | -53 | -0.23% | Q1 2026 | Apr 10, 2026 |
| Calder Financial LLC | History | Reduced | 23,014 | 4,963 | 4.93% | 5.04% | 672 | -343 | -1.47% | Q1 2026 | Apr 07, 2026 |
| Morton Capital Management LLC/CA | History | Reduced | 23,056 | 4,958 | 0.74% | 0.78% | 673 | -146 | -0.63% | Q1 2026 | Apr 21, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 23,048 | 4,956 | 0.6% | 0.55% | 674 | +2,257 | 10.86% | Q1 2026 | Apr 23, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 22,926 | 4,930 | 1.39% | 1.35% | 675 | +1,675 | 7.88% | Q1 2026 | Apr 23, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 22,890 | 4,922 | 0.02% | 0.02% | 676 | +2,217 | 10.72% | Q1 2026 | Apr 24, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 22,821 | 4,907 | 0.4% | 0.44% | 677 | -831 | -3.51% | Q1 2026 | Apr 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 22,773 | 4,897 | 0.27% | 0.28% | 678 | +108 | 0.48% | Q1 2026 | Apr 30, 2026 |
| New Insight Wealth Advisors | History | Reduced | 22,763 | 4,895 | 1.76% | 1.85% | 679 | -837 | -3.55% | Q1 2026 | May 07, 2026 |
| Bravera Wealth | History | Reduced | 22,731 | 4,888 | 2.2% | 2.67% | 680 | -1,555 | -6.4% | Q1 2026 | Apr 22, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 22,617 | 4,864 | 0.33% | 0.43% | 681 | +1,098 | 5.1% | Q1 2026 | May 07, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 22,620 | 4,864 | 0.4% | 0.42% | 682 | +442 | 1.99% | Q1 2026 | Apr 08, 2026 |
| DMKC Advisory Services, LLC | History | Added to | 22,572 | 4,854 | 2.02% | 2.15% | 683 | +281 | 1.26% | Q1 2026 | May 01, 2026 |
| Baring Financial LLC | History | Added to | 22,428 | 4,823 | 2.95% | 2.95% | 685 | +406 | 1.84% | Q1 2026 | Apr 06, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 22,428 | 4,823 | 0.68% | 0.69% | 684 | -160 | -0.71% | Q1 2026 | Apr 15, 2026 |
| First National Bank of Mount Dora, Trust Investment Services | History | No change | 22,386 | 4,814 | 1.04% | 1.08% | 686 | 0 | 0.0% | Q1 2026 | Jun 08, 2026 |
| Financial Insights, Inc. | History | Added to | 22,357 | 4,808 | 1.56% | 1.64% | 687 | +53 | 0.24% | Q1 2026 | May 18, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 22,336 | 4,803 | 1.73% | 2.38% | 688 | +766 | 3.55% | Q1 2026 | May 12, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 22,301 | 4,796 | 0.74% | 0.77% | 689 | -42 | -0.19% | Q1 2026 | Apr 29, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 22,165 | 4,766 | 0.81% | 0.86% | 690 | +68 | 0.31% | Q1 2026 | Apr 15, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | Added to | 22,143 | 4,762 | 2.85% | 1.85% | 691 | +4,834 | 27.93% | Q1 2026 | Apr 08, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 22,062 | 4,744 | 1.01% | 1.02% | 692 | +94 | 0.43% | Q1 2026 | May 13, 2026 |
| Krilogy Financial LLC | History | Reduced | 21,010 | 4,724 | 0.15% | 0.17% | 693 | -1,601 | -7.08% | Q1 2026 | Apr 17, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 21,889 | 4,707 | 0.13% | 0.12% | 694 | +2,074 | 10.47% | Q1 2026 | May 12, 2026 |
| PHILADELPHIA TRUST CO | History | Reduced | 21,878 | 4,705 | 0.33% | 0.34% | 695 | -400 | -1.8% | Q1 2026 | May 13, 2026 |
| Stephens Consulting, LLC | History | No change | 21,399 | 4,703 | 1.52% | 1.52% | 696 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 21,857 | 4,700 | 0.15% | 0.09% | 697 | -1,214 | -5.26% | Q1 2026 | Apr 29, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 21,665 | 4,659 | 0.51% | 0.53% | 698 | +116 | 0.54% | Q1 2026 | May 11, 2026 |
| S&CO INC | History | Reduced | 21,632 | 4,652 | 0.29% | 0.3% | 699 | -55 | -0.25% | Q1 2026 | May 07, 2026 |
| Abbot Financial Management, Inc. | History | Added to | 21,569 | 4,638 | 1.94% | 1.96% | 700 | +42 | 0.2% | Q1 2026 | May 13, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 21,531 | 4,630 | 0.35% | 0.36% | 701 | -236 | -1.08% | Q1 2026 | Apr 08, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 21,466 | 4,616 | 1.04% | 1.04% | 702 | -193 | -0.89% | Q1 2026 | Apr 10, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 21,449 | 4,612 | 0.37% | 0.59% | 703 | -11,318 | -34.54% | Q1 2026 | May 15, 2026 |
| Private Advisory Group LLC | History | Reduced | 21,421 | 4,606 | 0.3% | 0.37% | 704 | -111 | -0.52% | Q1 2026 | May 08, 2026 |
| UMB Bank, n.a. | History | Reduced | 21,397 | 4,601 | 0.06% | 0.06% | 705 | -300 | -1.38% | Q1 2026 | May 11, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | No change | 20,933 | 4,600 | 1.94% | 1.94% | 706 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 21,343 | 4,590 | 0.71% | 0.76% | 707 | +3 | 0.01% | Q1 2026 | May 07, 2026 |
| Sincerus Advisory, LLC | History | Added to | 21,335 | 4,588 | 3.48% | 3.65% | 708 | +667 | 3.23% | Q1 2026 | Apr 06, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 21,173 | 4,565 | 1.0% | 1.03% | 709 | -51 | -0.24% | Q1 2026 | May 13, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 21,139 | 4,546 | 1.1% | 1.2% | 710 | -375 | -1.74% | Q1 2026 | May 11, 2026 |
| Prospect Financial Services LLC | History | Reduced | 20,858 | 4,485 | 2.74% | 2.83% | 711 | -1,537 | -6.86% | Q1 2026 | Apr 24, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 20,762 | 4,465 | 0.76% | 0.78% | 712 | -273 | -1.3% | Q1 2026 | May 06, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 20,647 | 4,440 | 2.55% | 2.17% | 713 | +3,320 | 19.16% | Q1 2026 | Apr 08, 2026 |
| Formidable Asset Management, LLC | History | Added to | 20,186 | 4,436 | 0.68% | 0.63% | 714 | +179 | 0.89% | Q1 2026 | Apr 22, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 20,610 | 4,432 | 0.1% | 0.09% | 715 | -24 | -0.12% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Reduced | 20,533 | 4,415 | 0.14% | 0.13% | 716 | -209 | -1.01% | Q1 2026 | May 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 20,488 | 4,406 | 0.01% | 0.01% | 717 | -714 | -3.37% | Q1 2026 | May 14, 2026 |
| SkyView Investment Advisors, LLC | History | No change | 20,472 | 4,403 | 0.59% | 0.57% | 718 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 20,456 | 4,399 | 1.34% | 1.4% | 719 | +88 | 0.43% | Q1 2026 | Apr 15, 2026 |
| Midwest Trust Co | History | Added to | 20,441 | 4,396 | 0.05% | 0.05% | 720 | +3,184 | 18.45% | Q1 2026 | May 01, 2026 |
| MATHER GROUP, LLC. | History | Added to | 20,429 | 4,393 | 0.04% | 0.04% | 721 | +1,086 | 5.61% | Q1 2026 | Apr 13, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 20,405 | 4,388 | 1.1% | 1.16% | 722 | -7 | -0.03% | Q1 2026 | May 07, 2026 |
| CSM Advisors, LLC | History | Reduced | 20,400 | 4,387 | 0.11% | 0.13% | 723 | -700 | -3.32% | Q1 2026 | May 15, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 20,352 | 4,376 | 0.17% | 0.17% | 724 | +119 | 0.59% | Q1 2026 | Apr 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 19,295 | 4,353 | 0.08% | 0.22% | 725 | -1,745 | -8.29% | Q1 2026 | May 01, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 20,171 | 4,337 | 0.12% | 0.12% | 726 | -49 | -0.24% | Q1 2026 | Apr 23, 2026 |
| Blue Chip Partners, LLC | History | Added to | 20,154 | 4,334 | 0.31% | 0.31% | 727 | +663 | 3.4% | Q1 2026 | May 15, 2026 |
| Columbia Asset Management | History | Added to | 20,139 | 4,331 | 0.82% | 0.76% | 728 | +617 | 3.16% | Q1 2026 | Apr 20, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 19,967 | 4,294 | 0.3% | 0.27% | 729 | +1,688 | 9.23% | Q1 2026 | May 05, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 19,955 | 4,291 | 0.64% | 0.7% | 730 | -592 | -2.88% | Q1 2026 | Apr 30, 2026 |
| Greenspring Advisors, LLC | History | Added to | 19,914 | 4,282 | 0.26% | 0.27% | 731 | +55 | 0.28% | Q1 2026 | May 04, 2026 |
| Zhang Financial LLC | History | Reduced | 19,893 | 4,278 | 0.15% | 0.16% | 732 | -79 | -0.4% | Q1 2026 | May 06, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 19,839 | 4,266 | 2.36% | 24.96% | 733 | -171,940 | -89.66% | Q1 2026 | May 05, 2026 |
| Tower View Wealth Management LLC | History | Added to | 19,738 | 4,244 | 2.18% | 2.12% | 734 | +266 | 1.37% | Q1 2026 | Apr 20, 2026 |
| CPA Asset Management Group, LLC | History | Reduced | 19,715 | 4,239 | 1.42% | 1.54% | 735 | -268 | -1.34% | Q1 2026 | May 05, 2026 |
| Baron Wealth Management LLC | History | Added to | 19,665 | 4,229 | 1.26% | 1.26% | 736 | +1,117 | 6.02% | Q1 2026 | Apr 16, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 19,661 | 4,228 | 2.86% | 2.83% | 737 | +1,430 | 7.84% | Q1 2026 | May 05, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 19,647 | 4,225 | 0.12% | 0.11% | 738 | +1,121 | 6.05% | Q1 2026 | May 07, 2026 |
| Intelligent Financial Strategies | History | Reduced | 19,635 | 4,222 | 2.2% | 2.29% | 739 | -2,068 | -9.53% | Q1 2026 | Apr 28, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 19,475 | 4,188 | 1.4% | 1.24% | 740 | +32 | 0.16% | Q1 2026 | Apr 29, 2026 |
| Smith Partners Wealth Management, LLC | History | Reduced | 19,386 | 4,169 | 3.73% | 4.27% | 741 | -1,745 | -8.26% | Q1 2026 | May 11, 2026 |
| Selby Wealth Management, LLC | History | Added to | 19,352 | 4,161 | 1.64% | 1.07% | 742 | +7,261 | 60.05% | Q1 2026 | Apr 08, 2026 |
| Avant Capital LLC | History | Reduced | 19,291 | 4,148 | 2.92% | 3.01% | 743 | -642 | -3.22% | Q1 2026 | May 12, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Added to | 19,278 | 4,146 | 1.23% | 0.99% | 744 | +4,037 | 26.49% | Q1 2026 | Aug 07, 2026 |
| FLC Capital Advisors | History | No change | 19,233 | 4,136 | 0.74% | 0.78% | 745 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Reduced | 19,183 | 4,125 | 0.73% | 0.92% | 746 | -232 | -1.19% | Q1 2026 | Apr 28, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 19,148 | 4,118 | 0.88% | 0.9% | 747 | +52 | 0.27% | Q1 2026 | May 04, 2026 |
| Advisors Capital Management, LLC | History | Added to | 19,128 | 4,113 | 0.05% | 0.05% | 748 | +1,043 | 5.77% | Q1 2026 | May 01, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 19,114 | 4,110 | 1.18% | 0.01% | 749 | +18,974 | 13552.86% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 19,114 | 4,110 | 1.18% | 1.11% | 750 | +2,754 | 16.83% | Q1 2026 | May 13, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 19,096 | 4,106 | 0.37% | 0.38% | 751 | -125 | -0.65% | Q1 2026 | May 04, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 19,046 | 4,095 | 0.64% | 0.67% | 752 | -119 | -0.62% | Q1 2026 | Apr 17, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 18,953 | 4,075 | 0.14% | 0.14% | 753 | -316 | -1.64% | Q1 2026 | May 15, 2026 |
| Friday Financial | History | Added to | 18,913 | 4,067 | 1.4% | 1.42% | 754 | +581 | 3.17% | Q1 2026 | Apr 16, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 18,909 | 4,066 | 2.19% | 2.16% | 755 | +22 | 0.12% | Q1 2026 | May 14, 2026 |
| GSG Advisors LLC | History | Reduced | 18,896 | 4,063 | 1.06% | 1.08% | 756 | -74 | -0.39% | Q1 2026 | May 13, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 18,883 | 4,060 | 0.52% | 7.41% | 757 | -248,680 | -92.94% | Q1 2026 | May 07, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | Reduced | 18,850 | 4,053 | 3.82% | 4.2% | 758 | -1,925 | -9.27% | Q1 2026 | May 15, 2026 |
| Oxler Private Wealth LLC | History | Reduced | 18,788 | 4,040 | 1.26% | 1.26% | 759 | -1,025 | -5.17% | Q1 2026 | Apr 28, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 18,777 | 4,038 | 1.87% | 1.64% | 760 | +1,572 | 9.14% | Q1 2026 | May 04, 2026 |
| Heritage Trust Co | History | Reduced | 18,514 | 3,981 | 0.4% | 0.43% | 761 | -498 | -2.62% | Q1 2026 | May 13, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Reduced | 18,469 | 3,971 | 1.78% | 1.77% | 762 | -334 | -1.78% | Q1 2026 | May 13, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Reduced | 18,458 | 3,969 | 0.71% | 0.8% | 763 | -868 | -4.49% | Q1 2026 | Apr 27, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 18,425 | 3,962 | 0.68% | 0.92% | 764 | +499 | 2.78% | Q1 2026 | Apr 09, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 18,407 | 3,958 | 0.09% | 0.1% | 765 | +158 | 0.87% | Q1 2026 | May 04, 2026 |
| Royal Fund Management, LLC | History | Added to | 18,245 | 3,928 | 0.37% | 0.35% | 766 | +536 | 3.03% | Q1 2026 | May 19, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 17,802 | 3,912 | 0.02% | 0.02% | 767 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 18,171 | 3,907 | 0.18% | 0.18% | 768 | -150 | -0.82% | Q1 2026 | May 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 18,514 | 3,901 | 0.14% | 0.15% | 769 | +172 | 0.94% | Q1 2026 | May 15, 2026 |
| BAILARD, INC. | History | Added to | 18,122 | 3,897 | 0.09% | 0.09% | 770 | +528 | 3.0% | Q1 2026 | May 11, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 18,122 | 3,897 | 0.74% | 0.77% | 771 | -376 | -2.03% | Q1 2026 | Apr 09, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 18,096 | 3,891 | 0.33% | 0.12% | 772 | +12,406 | 218.03% | Q1 2026 | Apr 09, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 17,409 | 3,879 | 0.59% | 0.64% | 773 | -1,049 | -5.68% | Q1 2026 | Apr 16, 2026 |
| CoreFirst Bank & Trust | History | Reduced | 17,928 | 3,855 | 2.04% | 2.15% | 774 | -161 | -0.89% | Q1 2026 | Jun 03, 2026 |
| Embree Financial Group | History | Reduced | 17,860 | 3,840 | 0.45% | 0.49% | 775 | -142 | -0.79% | Q1 2026 | Apr 23, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 17,724 | 3,811 | 0.3% | 0.29% | 776 | +139 | 0.79% | Q1 2026 | Apr 24, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 17,668 | 3,799 | 0.41% | 0.38% | 777 | +630 | 3.7% | Q1 2026 | Apr 15, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 17,659 | 3,797 | 0.17% | 0.14% | 778 | +2,382 | 15.59% | Q1 2026 | May 11, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Reduced | 17,631 | 3,791 | 1.82% | 1.88% | 779 | -610 | -3.34% | Q1 2026 | Apr 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 17,600 | 3,785 | 0.07% | 0.08% | 780 | -1,239 | -6.58% | Q1 2026 | May 07, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 17,497 | 3,762 | 0.08% | 0.08% | 781 | -930 | -5.05% | Q1 2026 | May 14, 2026 |
| FMA Wealth Management, LLC | History | Added to | 17,485 | 3,760 | 2.5% | 2.48% | 782 | +68 | 0.39% | Q1 2026 | Apr 14, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 17,421 | 3,746 | 1.04% | 1.13% | 783 | +1,147 | 7.05% | Q1 2026 | Apr 09, 2026 |
| Financial Solutions Advisory Group, Inc. | History | New | 17,409 | 3,743 | 0.52% | — | 784 | +17,409 | New | Q1 2026 | Jun 01, 2026 |
| Fonville Wealth Management LLC | History | Added to | 17,340 | 3,729 | 0.71% | 0.78% | 785 | +73 | 0.42% | Q1 2026 | Apr 20, 2026 |
| Jacobi Capital Management LLC | History | Added to | 17,321 | 3,725 | 0.21% | 0.2% | 786 | +1,811 | 11.68% | Q1 2026 | May 13, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 17,283 | 3,716 | 0.17% | 0.17% | 787 | -129 | -0.74% | Q1 2026 | Apr 21, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 17,268 | 3,713 | 0.26% | 0.28% | 788 | -112 | -0.64% | Q1 2026 | May 06, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 17,187 | 3,696 | 1.92% | 2.55% | 789 | -908 | -5.02% | Q1 2026 | Apr 30, 2026 |
| Post Resch Tallon Group Inc. | History | Reduced | 17,087 | 3,689 | 2.98% | 3.17% | 790 | -15 | -0.09% | Q1 2026 | Apr 08, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 17,088 | 3,675 | 0.25% | 0.27% | 791 | -631 | -3.56% | Q1 2026 | Apr 21, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 17,087 | 3,674 | 0.51% | 0.51% | 792 | +33 | 0.19% | Q1 2026 | May 15, 2026 |
| Private Capital Management, LLC | History | Reduced | 17,035 | 3,663 | 0.36% | 0.43% | 793 | -4,135 | -19.53% | Q1 2026 | May 15, 2026 |
| Archer Investment Corp | History | Reduced | 17,037 | 3,663 | 0.78% | 0.94% | 794 | -1,877 | -9.92% | Q1 2026 | May 04, 2026 |
| CHOREO, LLC | History | Reduced | 16,986 | 3,652 | 0.04% | 0.05% | 795 | -480 | -2.75% | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 16,948 | 3,644 | 0.05% | 0.06% | 796 | -4,065 | -19.35% | Q1 2026 | May 11, 2026 |
| Gratus Wealth Advisors, LLC | History | No change | 16,917 | 3,638 | 0.53% | 0.52% | 797 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Tranquility Partners, LLC | History | Added to | 17,122 | 3,616 | 1.36% | 1.32% | 798 | +392 | 2.34% | Q1 2026 | Apr 20, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 15,900 | 3,614 | 0.95% | 0.95% | 799 | +1,018 | 6.84% | Q1 2026 | Apr 21, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 16,794 | 3,611 | 1.0% | 1.01% | 800 | -1,254 | -6.95% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | New | 16,753 | 3,602 | 0.01% | — | 801 | +16,753 | New | Q1 2026 | May 14, 2026 |
| L. Roy Papp & Associates, LLP | History | Added to | 16,745 | 3,601 | 0.42% | 0.4% | 802 | +87 | 0.52% | Q1 2026 | Apr 14, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 16,737 | 3,599 | 0.72% | 0.73% | 803 | +1,167 | 7.5% | Q1 2026 | May 01, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 16,721 | 3,596 | 0.14% | 0.13% | 804 | +809 | 5.08% | Q1 2026 | May 01, 2026 |
| MRWM Advisors, LLC | History | Added to | 16,561 | 3,561 | 1.93% | 1.7% | 805 | +2,133 | 14.78% | Q1 2026 | Apr 20, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 16,661 | 3,557 | 0.23% | 0.23% | 806 | +151 | 0.91% | Q1 2026 | Apr 16, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 16,497 | 3,547 | 1.01% | 0.97% | 807 | +75 | 0.46% | Q1 2026 | Apr 16, 2026 |
| ICONIQ Capital, LLC | History | No change | 16,466 | 3,541 | 0.08% | 0.05% | 808 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Reduced | 16,464 | 3,540 | 0.74% | 0.78% | 809 | -411 | -2.44% | Q1 2026 | Apr 20, 2026 |
| Argent Trust Co | History | Added to | 16,434 | 3,534 | 0.12% | 0.12% | 810 | +163 | 1.0% | Q1 2026 | May 13, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 16,381 | 3,522 | 1.42% | 1.48% | 811 | -47 | -0.29% | Q1 2026 | Apr 23, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | Added to | 15,386 | 3,518 | 1.26% | 1.09% | 812 | +2,544 | 19.81% | Q1 2026 | May 11, 2026 |
| Miller Investment Management, LP | History | No change | 16,293 | 3,503 | 0.35% | 0.35% | 813 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 16,269 | 3,498 | 0.3% | 0.31% | 814 | -859 | -5.02% | Q1 2026 | May 15, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 16,164 | 3,475 | 0.7% | 0.58% | 815 | +301 | 1.9% | Q1 2026 | Apr 22, 2026 |
| Buttonwood Financial Advisors Inc. | History | Reduced | 16,129 | 3,468 | 1.16% | 1.21% | 816 | -446 | -2.69% | Q1 2026 | Apr 21, 2026 |
| Farrell Financial LLC | History | Reduced | 16,121 | 3,466 | 2.07% | 2.16% | 818 | -514 | -3.09% | Q1 2026 | Apr 13, 2026 |
| Dupree Financial Group, LLC | History | Reduced | 16,120 | 3,466 | 1.39% | 1.31% | 817 | -188 | -1.15% | Q1 2026 | Apr 23, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 16,090 | 3,460 | 1.84% | 1.95% | 819 | -10 | -0.06% | Q1 2026 | Apr 24, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Reduced | 16,062 | 3,454 | 1.49% | 1.61% | 820 | -222 | -1.36% | Q1 2026 | Apr 29, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 15,971 | 3,434 | 0.12% | 0.13% | 821 | -233 | -1.44% | Q1 2026 | May 07, 2026 |
| Good Harbor Advisors, Inc. | History | Added to | 15,921 | 3,423 | 3.74% | 3.94% | 822 | +528 | 3.43% | Q1 2026 | May 05, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Added to | 15,916 | 3,422 | 2.27% | 2.26% | 823 | +262 | 1.67% | Q1 2026 | May 18, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 15,910 | 3,421 | 0.16% | 0.16% | 824 | -50 | -0.31% | Q1 2026 | Apr 30, 2026 |
| Innova Wealth Partners | History | Reduced | 15,901 | 3,419 | 1.62% | 1.91% | 825 | -1,333 | -7.73% | Q1 2026 | Apr 24, 2026 |
| Advocate Investing Services LLC | History | Added to | 15,870 | 3,412 | 2.89% | 3.05% | 826 | +355 | 2.29% | Q1 2026 | Apr 22, 2026 |
| Guilbault Capital LLC | History | Added to | 15,815 | 3,401 | 3.73% | 3.65% | 827 | +959 | 6.46% | Q1 2026 | May 14, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 15,782 | 3,394 | 0.61% | 0.55% | 828 | +277 | 1.79% | Q1 2026 | Apr 29, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 15,645 | 3,364 | 0.26% | 0.27% | 829 | -459 | -2.85% | Q1 2026 | Apr 23, 2026 |
| Cornerstone Financial Management LLC | History | Reduced | 15,641 | 3,363 | 3.08% | 3.52% | 830 | -1,439 | -8.43% | Q1 2026 | May 08, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 15,527 | 3,339 | 0.2% | 0.19% | 831 | +1,568 | 11.23% | Q1 2026 | May 13, 2026 |
| One Capital Management, LLC | History | Added to | 15,474 | 3,327 | 0.09% | 0.1% | 832 | +555 | 3.72% | Q1 2026 | May 12, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 15,420 | 3,316 | 0.43% | 0.46% | 833 | -895 | -5.49% | Q1 2026 | May 07, 2026 |
| 21 West Wealth Management LLC | History | Reduced | 15,407 | 3,313 | 3.08% | 3.57% | 834 | -2,382 | -13.39% | Q1 2026 | Apr 15, 2026 |
| Opus Financial Solutions LLC | History | Added to | 15,393 | 3,310 | 3.12% | 3.15% | 835 | +214 | 1.41% | Q1 2026 | May 08, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 15,237 | 3,277 | 0.16% | 0.15% | 836 | +722 | 4.97% | Q1 2026 | May 18, 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | History | Added to | 15,190 | 3,266 | 2.14% | 0.82% | 837 | +8,615 | 131.03% | Q1 2026 | Apr 16, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 15,072 | 3,243 | 1.01% | 0.99% | 838 | +970 | 6.88% | Q1 2026 | May 14, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 15,056 | 3,237 | 1.07% | 1.36% | 839 | -1,940 | -11.41% | Q1 2026 | May 15, 2026 |
| SVB WEALTH LLC | History | Reduced | 14,984 | 3,222 | 0.21% | 0.2% | 840 | -814 | -5.15% | Q1 2026 | Apr 17, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 14,981 | 3,221 | 0.82% | 0.74% | 841 | +335 | 2.29% | Q1 2026 | May 08, 2026 |
| Aspetuck Financial Management LLC | History | No change | 14,958 | 3,216 | 2.2% | 2.21% | 842 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 14,490 | 3,209 | 0.03% | 0.03% | 843 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 14,917 | 3,208 | 0.05% | 0.06% | 844 | -2,536 | -14.53% | Q1 2026 | Apr 10, 2026 |
| Belpointe Asset Management LLC | History | Added to | 14,919 | 3,208 | 0.12% | 0.11% | 845 | +1,219 | 8.9% | Q1 2026 | Apr 28, 2026 |
| Eagle Strategies LLC | History | Added to | 14,908 | 3,206 | 0.38% | 0.39% | 846 | +1,102 | 7.98% | Q1 2026 | Apr 20, 2026 |
| LGL PARTNERS, LLC | History | Added to | 14,839 | 3,191 | 1.31% | 1.39% | 847 | +49 | 0.33% | Q1 2026 | May 14, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 14,800 | 3,182 | 0.25% | 0.25% | 848 | +86 | 0.58% | Q1 2026 | May 14, 2026 |
| Sterling Wealth Advisors Inc | History | No change | 13,978 | 3,177 | 1.81% | 1.85% | 849 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MOKAN Wealth Management Inc. | History | Added to | 14,783 | 3,176 | 1.41% | 0.96% | 850 | +4,939 | 50.17% | Q1 2026 | May 01, 2026 |
| Accel Wealth Management | History | Added to | 14,741 | 3,170 | 0.83% | 0.87% | 851 | +232 | 1.6% | Q1 2026 | Apr 08, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 14,708 | 3,163 | 1.91% | 1.94% | 852 | -145 | -0.98% | Q1 2026 | Apr 22, 2026 |
| Kaizen Financial Strategies | History | Reduced | 14,046 | 3,158 | 1.34% | 1.68% | 853 | -3,249 | -18.79% | Q1 2026 | May 01, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 14,669 | 3,154 | 0.19% | 0.19% | 854 | -65 | -0.44% | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 14,666 | 3,153 | 0.28% | 0.28% | 855 | -66 | -0.45% | Q1 2026 | Apr 30, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 14,656 | 3,152 | 0.21% | 0.22% | 856 | -29 | -0.2% | Q1 2026 | Apr 10, 2026 |
| Next Capital Management LLC | History | Added to | 14,617 | 3,143 | 0.95% | 0.94% | 857 | +1,257 | 9.41% | Q1 2026 | May 07, 2026 |
| Leo H. Evart, Inc. | History | New | 14,513 | 3,121 | 2.67% | — | 858 | +14,513 | New | Q1 2026 | May 13, 2026 |
| HORAN Wealth, LLC | History | Added to | 14,148 | 3,109 | 0.3% | 0.24% | 859 | +7,074 | 100.0% | Q1 2026 | May 08, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 14,447 | 3,106 | 0.43% | 4.28% | 860 | -119,710 | -89.23% | Q1 2026 | Apr 16, 2026 |
| Roundview Capital LLC | History | Added to | 14,416 | 3,100 | 0.19% | 0.19% | 861 | +332 | 2.36% | Q1 2026 | May 08, 2026 |
| FineMark National Bank & Trust | History | No change | 14,075 | 3,093 | 0.1% | 0.1% | 862 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 14,360 | 3,088 | 0.48% | 2.4% | 863 | -54,291 | -79.08% | Q1 2026 | May 06, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 14,355 | 3,087 | 0.11% | 0.1% | 864 | +147 | 1.03% | Q1 2026 | May 07, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 14,340 | 3,084 | 1.21% | 1.54% | 865 | -3,082 | -17.69% | Q1 2026 | May 11, 2026 |
| St. Clair Advisors, LLC | History | Added to | 14,339 | 3,083 | 0.82% | 0.81% | 866 | +4 | 0.03% | Q1 2026 | Apr 23, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 13,733 | 3,081 | 0.19% | 0.2% | 867 | -525 | -3.68% | Q1 2026 | Apr 20, 2026 |
| BANK OF HAWAII | History | Reduced | 14,312 | 3,077 | 0.16% | 0.19% | 868 | -3,177 | -18.17% | Q1 2026 | May 14, 2026 |
| Bath Savings Trust Co | History | Added to | 14,296 | 3,074 | 0.33% | 0.3% | 869 | +581 | 4.24% | Q1 2026 | Apr 07, 2026 |
| AWM CAPITAL, LLC | History | New | 14,272 | 3,069 | 0.28% | — | 870 | +14,272 | New | Q1 2026 | May 12, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 14,211 | 3,056 | 1.24% | 1.35% | 871 | -252 | -1.74% | Q1 2026 | May 05, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 14,205 | 3,055 | 0.43% | 0.53% | 872 | -850 | -5.65% | Q1 2026 | May 08, 2026 |
| Finward Bancorp | History | Added to | 14,130 | 3,038 | 2.43% | 2.23% | 873 | +1,069 | 8.18% | Q1 2026 | Apr 10, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 14,095 | 3,031 | 0.81% | 1.02% | 874 | +1,956 | 16.11% | Q1 2026 | Apr 29, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 14,045 | 3,020 | 0.01% | 0.01% | 875 | -2,459 | -14.9% | Q1 2026 | May 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 14,019 | 3,014 | 0.09% | 0.09% | 876 | +991 | 7.61% | Q1 2026 | Apr 27, 2026 |
| Forza Wealth Management, LLC | History | Added to | 14,008 | 3,012 | 1.05% | 1.1% | 877 | +187 | 1.35% | Q1 2026 | Apr 30, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 13,996 | 3,010 | 0.04% | 0.04% | 878 | +651 | 4.88% | Q1 2026 | May 12, 2026 |
| London & Capital Asset Management Ltd | History | Reduced | 13,934 | 2,996 | 0.03% | 0.03% | 879 | -331 | -2.32% | Q1 2026 | May 15, 2026 |
| Affiance Financial, LLC | History | Reduced | 13,915 | 2,992 | 0.48% | 0.49% | 880 | -23 | -0.17% | Q1 2026 | Apr 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 13,839 | 2,976 | 0.05% | 0.05% | 881 | +460 | 3.44% | Q1 2026 | Apr 20, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 13,784 | 2,964 | 0.34% | 0.36% | 882 | -465 | -3.26% | Q1 2026 | Apr 15, 2026 |
| Montecito Bank & Trust | History | Reduced | 13,779 | 2,963 | 0.49% | 0.5% | 883 | -382 | -2.7% | Q1 2026 | Apr 16, 2026 |
| MSH Capital Advisors LLC | History | Added to | 13,707 | 2,947 | 0.62% | 0.63% | 884 | +373 | 2.8% | Q1 2026 | May 08, 2026 |
| WFA of San Diego, LLC | History | Added to | 13,688 | 2,943 | 2.36% | 2.07% | 885 | +802 | 6.22% | Q1 2026 | May 11, 2026 |
| Southeast Asset Advisors, LLC | History | Added to | 13,683 | 2,942 | 0.32% | 0.29% | 886 | +10 | 0.07% | Q1 2026 | May 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 13,614 | 2,927 | 0.03% | 0.03% | 887 | -598 | -4.21% | Q1 2026 | Apr 27, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 13,560 | 2,916 | 0.16% | 0.16% | 888 | -137 | -1.0% | Q1 2026 | May 14, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 13,555 | 2,915 | 0.34% | 0.39% | 889 | +444 | 3.39% | Q1 2026 | Apr 30, 2026 |
| Lynx Investment Advisory | History | Added to | 13,550 | 2,914 | 1.39% | 0.2% | 890 | +11,885 | 713.81% | Q1 2026 | Apr 24, 2026 |
| Gouws Capital LLC | History | Reduced | 13,542 | 2,912 | 1.54% | 1.69% | 891 | -976 | -6.72% | Q1 2026 | May 12, 2026 |
| LOM Asset Management Ltd | History | Added to | 13,487 | 2,900 | 0.83% | 0.85% | 892 | +175 | 1.31% | Q1 2026 | May 05, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 13,461 | 2,894 | 0.3% | 0.27% | 893 | -43 | -0.32% | Q1 2026 | May 06, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 13,392 | 2,880 | 0.09% | 0.08% | 894 | +979 | 7.89% | Q1 2026 | Apr 24, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 13,361 | 2,873 | 0.29% | 0.3% | 895 | +12 | 0.09% | Q1 2026 | Apr 30, 2026 |
| Graetz Wealth LLC | History | Added to | 13,306 | 2,861 | 2.55% | 2.53% | 896 | +649 | 5.13% | Q1 2026 | Apr 30, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 13,239 | 2,847 | 0.47% | 0.51% | 897 | -200 | -1.49% | Q1 2026 | May 04, 2026 |
| Asset One Wealth Management LLC | History | Added to | 12,557 | 2,839 | 0.31% | 0.37% | 898 | +510 | 4.23% | Q1 2026 | May 12, 2026 |
| CAPITAL CITY TRUST CO/FL | History | Added to | 13,199 | 2,838 | 0.65% | 0.63% | 899 | +384 | 3.0% | Q1 2026 | May 01, 2026 |
| Savvy Advisors, Inc. | History | Added to | 13,192 | 2,837 | 0.08% | 0.09% | 900 | +534 | 4.22% | Q1 2026 | May 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 13,167 | 2,831 | 0.05% | 0.05% | 901 | +654 | 5.23% | Q1 2026 | May 04, 2026 |
| Sugar Maple Asset Management, LLC | History | Reduced | 13,125 | 2,822 | 1.71% | 2.18% | 902 | -1,646 | -11.14% | Q1 2026 | Apr 21, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 13,021 | 2,809 | 0.3% | 0.1% | 903 | +9,652 | 286.49% | Q1 2026 | Apr 23, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 13,025 | 2,801 | 0.39% | 0.47% | 904 | -1,999 | -13.31% | Q1 2026 | May 13, 2026 |
| Caldwell Trust Co | History | Reduced | 13,018 | 2,799 | 0.25% | 0.28% | 905 | -1,270 | -8.89% | Q1 2026 | Apr 22, 2026 |
| NICOLET BANKSHARES INC | History | New | 12,933 | 2,788 | 0.1% | — | 906 | +12,933 | New | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 12,938 | 2,782 | 0.07% | 0.03% | 907 | +8,267 | 176.99% | Q1 2026 | Apr 07, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 12,882 | 2,770 | 0.32% | 0.33% | 908 | -90 | -0.69% | Q1 2026 | May 06, 2026 |
| Miramar Capital, LLC | History | Reduced | 12,874 | 2,768 | 0.62% | 0.65% | 909 | -757 | -5.55% | Q1 2026 | May 11, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 12,874 | 2,768 | 0.86% | 0.81% | 910 | +336 | 2.68% | Q1 2026 | May 12, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 12,824 | 2,757 | 0.92% | 0.95% | 911 | -244 | -1.87% | Q1 2026 | May 05, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 12,813 | 2,755 | 1.02% | 1.02% | 912 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 12,798 | 2,752 | 0.36% | 0.4% | 913 | -344 | -2.62% | Q1 2026 | Apr 28, 2026 |
| KWMG, LLC | History | Reduced | 12,756 | 2,743 | 0.23% | 0.25% | 914 | -283 | -2.17% | Q1 2026 | Apr 09, 2026 |
| Argo Wealth Advisory, LLC | History | Added to | 12,748 | 2,741 | 1.61% | 1.18% | 915 | +3,793 | 42.36% | Q1 2026 | Apr 21, 2026 |
| Verity & Verity, LLC | History | Added to | 12,684 | 2,727 | 0.2% | 0.2% | 916 | +670 | 5.58% | Q1 2026 | Apr 15, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 12,608 | 2,711 | 0.23% | 0.23% | 917 | -51 | -0.4% | Q1 2026 | May 01, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 11,964 | 2,703 | 0.9% | 0.88% | 918 | -2 | -0.02% | Q1 2026 | Apr 28, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 12,562 | 2,701 | 0.02% | 0.02% | 919 | +1,874 | 17.53% | Q1 2026 | May 05, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 12,557 | 2,700 | 0.44% | 0.43% | 920 | +46 | 0.37% | Q1 2026 | May 08, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 12,551 | 2,699 | 0.8% | 0.78% | 921 | -10 | -0.08% | Q1 2026 | Apr 20, 2026 |
| Dentgroup LLC | History | No change | 12,226 | 2,686 | 1.84% | 1.84% | 922 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Emerald Advisors, LLC | History | Added to | 12,449 | 2,677 | 0.33% | 0.34% | 924 | +1,002 | 8.75% | Q1 2026 | Apr 23, 2026 |
| Cornerstone Management, Inc. | History | Added to | 12,450 | 2,677 | 0.43% | 0.44% | 923 | +178 | 1.45% | Q1 2026 | Apr 16, 2026 |
| BFSG, LLC | History | Added to | 12,448 | 2,676 | 0.25% | 0.24% | 925 | +1,316 | 11.82% | Q1 2026 | Apr 28, 2026 |
| SRH ADVISORS, LLC | History | Reduced | 12,443 | 2,675 | 0.77% | 0.81% | 926 | -422 | -3.28% | Q1 2026 | Apr 29, 2026 |
| 71 West Capital Partners | History | Reduced | 12,442 | 2,675 | 0.12% | 0.13% | 927 | -134 | -1.07% | Q1 2026 | May 06, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 12,435 | 2,674 | 0.4% | 0.42% | 928 | -77 | -0.62% | Q1 2026 | Apr 08, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Added to | 12,379 | 2,662 | 0.32% | 0.32% | 929 | +76 | 0.62% | Q1 2026 | Apr 21, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 12,368 | 2,659 | 0.26% | — | 930 | +12,368 | New | Q1 2026 | May 12, 2026 |
| Opus Capital Group, LLC | History | Reduced | 12,348 | 2,656 | 0.29% | 0.31% | 931 | -470 | -3.67% | Q1 2026 | Apr 30, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 12,286 | 2,642 | 1.71% | 2.42% | 932 | -4,827 | -28.21% | Q1 2026 | Apr 24, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 12,275 | 2,639 | 0.94% | 0.98% | 933 | -44 | -0.36% | Q1 2026 | May 14, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Added to | 12,257 | 2,635 | 1.02% | 0.72% | 934 | +3,864 | 46.04% | Q1 2026 | Apr 08, 2026 |
| Charter Capital Management, LLC\DE | History | Reduced | 12,242 | 2,632 | 1.32% | 1.39% | 936 | -32 | -0.26% | Q1 2026 | Apr 27, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 12,241 | 2,632 | 0.11% | 0.11% | 935 | +1 | 0.01% | Q1 2026 | May 06, 2026 |
| Vision Retirement, LLC | History | Reduced | 12,225 | 2,629 | 0.75% | 0.72% | 937 | -9 | -0.07% | Q1 2026 | May 07, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 12,209 | 2,625 | 0.48% | 0.55% | 938 | -221 | -1.78% | Q1 2026 | Apr 13, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 12,177 | 2,618 | 0.04% | 0.04% | 939 | -100 | -0.81% | Q1 2026 | May 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 12,169 | 2,617 | 0.07% | 0.06% | 940 | +40 | 0.33% | Q1 2026 | Apr 21, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 12,134 | 2,609 | 0.02% | 0.02% | 941 | -1,005 | -7.65% | Q1 2026 | May 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 12,099 | 2,601 | 0.04% | 0.02% | 942 | +7,230 | 148.49% | Q1 2026 | May 13, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | Reduced | 12,094 | 2,600 | 1.99% | 2.1% | 943 | -550 | -4.35% | Q1 2026 | Apr 22, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Added to | 11,958 | 2,571 | 1.58% | 1.61% | 944 | +983 | 8.96% | Q1 2026 | May 04, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 11,949 | 2,569 | 0.15% | 0.16% | 945 | -117 | -0.97% | Q1 2026 | May 12, 2026 |
| Facet Wealth, Inc. | History | Added to | 11,943 | 2,568 | 0.04% | 0.03% | 946 | +3,706 | 44.99% | Q1 2026 | May 07, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 11,357 | 2,562 | 0.17% | 0.17% | 947 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASO GROUP Ltd | History | No change | 11,880 | 2,555 | 1.08% | 1.02% | 948 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bulwark Capital Corp | History | Reduced | 11,877 | 2,554 | 1.57% | 1.91% | 949 | -335 | -2.74% | Q1 2026 | Apr 07, 2026 |
| Sage Investment Advisers LLC | History | Added to | 11,815 | 2,548 | 1.89% | 1.83% | 950 | +702 | 6.32% | Q1 2026 | Apr 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 11,839 | 2,545 | 0.01% | 0.01% | 951 | -403 | -3.29% | Q1 2026 | May 13, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 11,783 | 2,534 | 0.07% | 0.08% | 952 | -467 | -3.81% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 11,722 | 2,520 | 0.18% | 0.18% | 953 | +131 | 1.13% | Q1 2026 | May 05, 2026 |
| ADVISORY RESEARCH INC | History | No change | 11,658 | 2,507 | 0.31% | 0.32% | 954 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 11,571 | 2,495 | 0.17% | 0.19% | 955 | -747 | -6.06% | Q1 2026 | May 01, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 11,591 | 2,492 | 0.19% | 0.21% | 956 | -688 | -5.6% | Q1 2026 | May 15, 2026 |
| Capstone Wealth Management Group LLC | History | Reduced | 11,590 | 2,492 | 1.53% | 1.55% | 957 | -50 | -0.43% | Q1 2026 | Apr 16, 2026 |
| RFG Advisory, LLC | History | Reduced | 11,583 | 2,491 | 0.05% | 0.05% | 958 | -526 | -4.34% | Q1 2026 | Apr 17, 2026 |
| CGN Advisors LLC | History | Reduced | 11,563 | 2,486 | 0.2% | 0.2% | 959 | -43 | -0.37% | Q1 2026 | Apr 13, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 11,508 | 2,475 | 0.2% | 0.19% | 960 | +817 | 7.64% | Q1 2026 | May 15, 2026 |
| AIMZ Investment Advisors, LLC | History | Reduced | 11,482 | 2,469 | 0.76% | 0.76% | 961 | -560 | -4.65% | Q1 2026 | May 15, 2026 |
| Weinberger Asset Management, Inc | History | Added to | 11,473 | 2,467 | 0.92% | 0.91% | 962 | +37 | 0.32% | Q1 2026 | May 08, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Added to | 11,444 | 2,461 | 0.68% | 0.67% | 963 | +1 | 0.01% | Q1 2026 | May 04, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 11,412 | 2,454 | 1.43% | 1.45% | 964 | +240 | 2.15% | Q1 2026 | May 01, 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC | History | Added to | 11,381 | 2,447 | 1.75% | 1.65% | 965 | +3,404 | 42.67% | Q1 2026 | May 08, 2026 |
| Colonial Trust Co / SC | History | Reduced | 11,367 | 2,444 | 0.33% | 0.34% | 966 | -248 | -2.14% | Q1 2026 | May 12, 2026 |
| Certified Advisory Corp | History | Reduced | 11,301 | 2,430 | 0.22% | 0.24% | 967 | -700 | -5.83% | Q1 2026 | Apr 17, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 11,293 | 2,428 | 1.14% | 1.17% | 968 | -45 | -0.4% | Q1 2026 | Apr 15, 2026 |
| Andrews Advisory Associates, LLC | History | Added to | 11,275 | 2,424 | 1.28% | 1.32% | 969 | +5 | 0.04% | Q1 2026 | May 14, 2026 |
| Madison Asset Management, LLC | History | Reduced | 11,271 | 2,423 | 0.03% | 0.03% | 970 | -59 | -0.52% | Q1 2026 | May 07, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 11,251 | 2,419 | 1.56% | 1.66% | 971 | -419 | -3.59% | Q1 2026 | May 08, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 11,238 | 2,416 | 0.52% | — | 973 | +11,238 | New | Q1 2026 | May 13, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 11,239 | 2,416 | 0.2% | 0.21% | 972 | -110 | -0.97% | Q1 2026 | Apr 13, 2026 |
| Pitti Group Wealth Management, LLC | History | Added to | 11,232 | 2,415 | 1.96% | 1.94% | 974 | +487 | 4.53% | Q1 2026 | May 15, 2026 |
| Latitude Advisors, LLC | History | Reduced | 11,210 | 2,410 | 1.1% | 1.11% | 975 | -314 | -2.72% | Q1 2026 | Apr 27, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Reduced | 11,179 | 2,404 | 2.4% | 2.5% | 976 | -106 | -0.94% | Q1 2026 | Apr 16, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 11,175 | 2,403 | 0.13% | 0.24% | 978 | -8,854 | -44.21% | Q1 2026 | Apr 08, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Reduced | 11,175 | 2,403 | 1.2% | 1.21% | 977 | -969 | -7.98% | Q1 2026 | Apr 16, 2026 |
| Colter Lewis Investment Partners LLC | History | Added to | 11,165 | 2,401 | 2.26% | 2.54% | 979 | +1,151 | 11.49% | Q1 2026 | May 15, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 11,069 | 2,380 | 0.03% | 0.03% | 980 | -51 | -0.46% | Q1 2026 | May 05, 2026 |
| Duncan Williams Asset Management, LLC | History | Added to | 11,038 | 2,373 | 0.66% | 0.62% | 981 | +92 | 0.84% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Reduced | 11,020 | 2,369 | 0.0% | 0.01% | 982 | -5,069 | -31.51% | Q1 2026 | May 06, 2026 |
| Beacon Bank & Trust | History | Reduced | 10,974 | 2,360 | 0.48% | 1.04% | 983 | -12,276 | -52.8% | Q1 2026 | Apr 28, 2026 |
| Reynders McVeigh Capital Management, LLC | History | Added to | 10,898 | 2,344 | 0.12% | 0.1% | 984 | +1,384 | 14.55% | Q1 2026 | Apr 27, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 10,880 | 2,339 | 0.17% | 0.19% | 985 | -849 | -7.24% | Q1 2026 | May 14, 2026 |
| WNY Asset Management, LLC | History | New | 10,737 | 2,309 | 0.24% | — | 986 | +10,737 | New | Q1 2026 | May 22, 2026 |
| FC Advisory LLC | History | Reduced | 10,732 | 2,308 | 0.67% | 0.72% | 987 | -640 | -5.63% | Q1 2026 | Apr 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 10,720 | 2,305 | 0.16% | 0.17% | 988 | -529 | -4.7% | Q1 2026 | May 12, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 10,696 | 2,300 | 0.07% | 0.08% | 989 | +378 | 3.66% | Q1 2026 | May 06, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 10,693 | 2,299 | 0.63% | 0.64% | 990 | -139 | -1.28% | Q1 2026 | Apr 27, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 10,602 | 2,280 | 0.05% | 0.05% | 991 | +780 | 7.94% | Q1 2026 | May 07, 2026 |
| Thrive Capital Management, LLC | History | Added to | 10,587 | 2,276 | 0.5% | 0.49% | 992 | +581 | 5.81% | Q1 2026 | Apr 27, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 10,576 | 2,274 | 0.45% | 0.48% | 993 | +1,325 | 14.32% | Q1 2026 | May 11, 2026 |
| Crewe Advisors LLC | History | Added to | 10,571 | 2,273 | 0.19% | 0.2% | 994 | +325 | 3.17% | Q1 2026 | May 07, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 10,557 | 2,270 | 0.04% | 0.03% | 995 | +793 | 8.12% | Q1 2026 | May 13, 2026 |
| Keel Point, LLC | History | Added to | 10,545 | 2,267 | 0.15% | 0.12% | 996 | +1,533 | 17.01% | Q1 2026 | May 29, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 10,468 | 2,251 | 0.61% | 0.74% | 997 | -3,180 | -23.3% | Q1 2026 | Apr 28, 2026 |
| Black Diamond Financial, LLC | History | Added to | 10,456 | 2,248 | 0.25% | 0.24% | 998 | +11 | 0.11% | Q1 2026 | May 05, 2026 |
| TPG Advisors LLC | History | Added to | 10,452 | 2,247 | 1.4% | 1.34% | 999 | +628 | 6.39% | Q1 2026 | Apr 22, 2026 |
| Smith Salley Wealth Management | History | Reduced | 10,430 | 2,243 | 0.11% | 0.12% | 1000 | -418 | -3.85% | Q1 2026 | Apr 16, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 10,430 | 2,243 | 1.07% | 1.1% | 1001 | +153 | 1.49% | Q1 2026 | May 05, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 10,418 | 2,240 | 0.17% | 0.19% | 1002 | -1,113 | -9.65% | Q1 2026 | Apr 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 10,400 | 2,236 | 0.22% | 0.23% | 1003 | +2,231 | 27.31% | Q1 2026 | Apr 06, 2026 |
| Centennial Advisors, LLC | History | Added to | 10,370 | 2,230 | 2.84% | 2.61% | 1004 | +1,229 | 13.44% | Q1 2026 | Apr 21, 2026 |
| Ballast Financial Advisors LLC | History | Added to | 10,374 | 2,230 | 2.29% | 2.24% | 1005 | +479 | 4.84% | Q1 2026 | May 13, 2026 |
| Matthew Goff Investment Advisor, LLC | History | New | 10,351 | 2,226 | 0.37% | — | 1006 | +10,351 | New | Q1 2026 | Apr 16, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 9,780 | 2,224 | 0.15% | 0.13% | 1007 | +1,760 | 21.95% | Q1 2026 | Apr 29, 2026 |
| CJM Wealth Advisers, Ltd. | History | Reduced | 10,313 | 2,217 | 0.68% | 0.68% | 1008 | -13 | -0.13% | Q1 2026 | Apr 13, 2026 |
| First PREMIER Bank | History | Reduced | 10,281 | 2,211 | 0.51% | 0.52% | 1009 | -36 | -0.35% | Q1 2026 | Apr 20, 2026 |
| Tudor Financial Inc. | History | Reduced | 10,270 | 2,208 | 1.13% | 1.16% | 1010 | -84 | -0.81% | Q1 2026 | May 15, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 10,250 | 2,204 | 0.76% | 0.8% | 1011 | -77 | -0.75% | Q1 2026 | Apr 29, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 10,225 | 2,198 | 0.69% | 0.7% | 1012 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Richard C. Young & CO., LTD. | History | Added to | 10,199 | 2,193 | 0.18% | 0.14% | 1013 | +3,041 | 42.48% | Q1 2026 | May 07, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 10,137 | 2,180 | 1.19% | 1.24% | 1014 | -185 | -1.79% | Q1 2026 | Apr 21, 2026 |
| LRI Investments, LLC | History | Reduced | 10,118 | 2,175 | 0.19% | 0.18% | 1015 | -100 | -0.98% | Q1 2026 | Apr 30, 2026 |
| GFS Advisors, LLC | History | New | 8,943 | 2,173 | 0.28% | — | 1016 | +8,943 | New | Q1 2026 | Apr 30, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 10,047 | 2,160 | 0.45% | 1.9% | 1017 | -30,297 | -75.1% | Q1 2026 | Apr 30, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 10,034 | 2,157 | 0.02% | 0.02% | 1018 | -1,085 | -9.76% | Q1 2026 | May 11, 2026 |
| BOS Asset Management, LLC | History | No change | 10,027 | 2,156 | 0.55% | 0.59% | 1019 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Joseph Group Capital Management | History | Added to | 10,007 | 2,152 | 0.54% | 0.51% | 1020 | +1,212 | 13.78% | Q1 2026 | May 08, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 10,001 | 2,150 | 1.45% | 1.5% | 1021 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DURANTE & WATERS, LLC | History | Reduced | 9,951 | 2,140 | 1.55% | 1.62% | 1022 | -648 | -6.11% | Q1 2026 | May 06, 2026 |
| MKT Advisors LLC | History | Added to | 9,873 | 2,139 | 0.72% | 0.75% | 1023 | +18 | 0.18% | Q1 2026 | Apr 10, 2026 |
| KDT Advisors, LLC | History | No change | 9,940 | 2,137 | 3.4% | 3.06% | 1024 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | Added to | 9,925 | 2,134 | 1.3% | 1.49% | 1026 | +13 | 0.13% | Q1 2026 | May 11, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 9,926 | 2,134 | 0.11% | 0.11% | 1025 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 9,914 | 2,132 | 1.25% | 1.26% | 1027 | -34 | -0.34% | Q1 2026 | Apr 17, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 9,906 | 2,130 | 0.38% | 0.41% | 1028 | -67 | -0.67% | Q1 2026 | May 11, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 9,852 | 2,118 | 0.04% | 0.05% | 1029 | -1,126 | -10.26% | Q1 2026 | May 12, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 9,846 | 2,117 | 0.12% | 0.14% | 1030 | -923 | -8.57% | Q1 2026 | Apr 30, 2026 |
| RPG Investment Advisory, LLC | History | Added to | 9,823 | 2,112 | 0.25% | 0.24% | 1031 | +59 | 0.6% | Q1 2026 | May 14, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 9,260 | 2,102 | 1.26% | 1.3% | 1032 | +6 | 0.06% | Q1 2026 | Apr 23, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 9,771 | 2,101 | 0.53% | 0.56% | 1033 | +1 | 0.01% | Q1 2026 | Apr 09, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 9,766 | 2,100 | 0.03% | 0.03% | 1034 | +773 | 8.6% | Q1 2026 | May 01, 2026 |
| Vantage Financial Partners, LLC | History | No change | 9,543 | 2,097 | 0.43% | 0.43% | 1035 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Oakmont Advisory Group, LLC | History | Added to | 9,714 | 2,089 | 2.13% | 1.85% | 1036 | +1,815 | 22.98% | Q1 2026 | May 12, 2026 |
| WEST BANCORPORATION INC | History | Reduced | 9,710 | 2,088 | 1.04% | 1.29% | 1037 | -1,522 | -13.55% | Q1 2026 | Apr 23, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 9,700 | 2,086 | 0.0% | 0.01% | 1038 | -6,200 | -38.99% | Q1 2026 | May 14, 2026 |
| 10Elms LLP | History | Added to | 9,672 | 2,080 | 1.31% | 0.04% | 1040 | +9,472 | 4736.0% | Q1 2026 | May 15, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 9,673 | 2,080 | 0.82% | 1.51% | 1039 | -7,427 | -43.43% | Q1 2026 | Apr 13, 2026 |
| Destination Wealth Management | History | Added to | 9,573 | 2,058 | 0.05% | 0.04% | 1041 | +2,930 | 44.11% | Q1 2026 | May 15, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 9,560 | 2,055 | 0.61% | 0.66% | 1042 | -364 | -3.67% | Q1 2026 | May 08, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Added to | 9,552 | 2,054 | 1.37% | 1.26% | 1043 | +7 | 0.07% | Q1 2026 | Apr 16, 2026 |
| Financially in Tune, LLC | History | Reduced | 9,517 | 2,046 | 1.76% | 2.01% | 1044 | -290 | -2.96% | Q1 2026 | Apr 22, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 9,495 | 2,041 | 0.21% | 0.39% | 1045 | +16 | 0.17% | Q1 2026 | Apr 17, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 9,484 | 2,039 | 0.31% | 0.32% | 1046 | +5 | 0.05% | Q1 2026 | Apr 22, 2026 |
| Note Advisors, LLC | History | Added to | 9,440 | 2,030 | 1.01% | 1.03% | 1047 | +445 | 4.95% | Q1 2026 | May 15, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 9,379 | 2,016 | 0.25% | 0.29% | 1048 | -1,432 | -13.25% | Q1 2026 | Apr 16, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 9,290 | 1,997 | 0.01% | 0.01% | 1049 | -2,301 | -19.85% | Q1 2026 | Apr 22, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 9,229 | 1,984 | 0.79% | 0.82% | 1050 | -32 | -0.35% | Q1 2026 | Apr 22, 2026 |
| IRON Financial LLC | History | Reduced | 9,216 | 1,982 | 0.87% | 0.95% | 1051 | -232 | -2.46% | Q1 2026 | Apr 27, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 9,203 | 1,979 | 0.06% | 0.06% | 1052 | +60 | 0.66% | Q1 2026 | Apr 21, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 8,840 | 1,973 | 0.58% | 0.6% | 1053 | +23 | 0.26% | Q1 2026 | Apr 16, 2026 |
| Petix & Botte Co | History | Added to | 9,173 | 1,972 | 0.44% | 0.34% | 1054 | +2,402 | 35.47% | Q1 2026 | Apr 30, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 9,167 | 1,971 | 0.59% | 0.61% | 1055 | -445 | -4.63% | Q1 2026 | Apr 21, 2026 |
| Round Rock Advisors LLC | History | Reduced | 9,163 | 1,970 | 0.3% | 0.31% | 1056 | -168 | -1.8% | Q1 2026 | May 15, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 9,142 | 1,966 | 0.4% | 0.39% | 1057 | -655 | -6.69% | Q1 2026 | Apr 08, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 9,139 | 1,965 | 0.41% | 0.44% | 1058 | +80 | 0.88% | Q1 2026 | Apr 15, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 9,123 | 1,961 | 0.03% | 0.03% | 1059 | +100 | 1.11% | Q1 2026 | Apr 27, 2026 |
| Valor Advisors LLC | History | No change | 8,864 | 1,948 | 1.64% | 1.62% | 1060 | 0 | 0.0% | Q1 2026 | Jul 01, 2026 |
| Peck Wealth Management, LLC | History | Reduced | 9,006 | 1,936 | 1.94% | 2.01% | 1061 | -650 | -6.73% | Q1 2026 | May 13, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 8,982 | 1,931 | 0.25% | 0.24% | 1062 | +1,483 | 19.78% | Q1 2026 | Apr 28, 2026 |
| Ridgewood Investments LLC | History | New | 8,965 | 1,927 | 0.79% | — | 1064 | +8,965 | New | Q1 2026 | Apr 03, 2026 |
| Nova R Wealth, Inc. | History | Added to | 8,964 | 1,927 | 0.61% | 0.72% | 1063 | +17 | 0.19% | Q1 2026 | Apr 17, 2026 |
| LexAurum Advisors, LLC | History | New | 8,921 | 1,918 | 0.25% | — | 1065 | +8,921 | New | Q1 2026 | Apr 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 8,894 | 1,912 | 0.02% | 0.04% | 1066 | -8,671 | -49.37% | Q1 2026 | Apr 20, 2026 |
| Blossom Wealth Management | History | Added to | 8,880 | 1,909 | 2.83% | 2.03% | 1067 | +3,286 | 58.74% | Q1 2026 | Apr 28, 2026 |
| Patten Group, Inc. | History | Reduced | 8,873 | 1,908 | 0.33% | 0.36% | 1068 | -38 | -0.43% | Q1 2026 | Apr 24, 2026 |
| SLT Holdings LLC | History | Added to | 8,852 | 1,903 | 1.29% | 1.24% | 1069 | +107 | 1.22% | Q1 2026 | Apr 21, 2026 |
| Realta Investment Advisors | History | Added to | 8,818 | 1,896 | 0.66% | 0.61% | 1070 | +351 | 4.15% | Q1 2026 | Apr 22, 2026 |
| BAXTER BROS INC | History | Added to | 8,758 | 1,883 | 0.23% | 0.19% | 1071 | +1,265 | 16.88% | Q1 2026 | Apr 28, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 8,736 | 1,878 | 0.45% | 0.37% | 1072 | +2,166 | 32.97% | Q1 2026 | May 15, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 8,718 | 1,874 | 0.18% | 0.18% | 1073 | +1 | 0.01% | Q1 2026 | May 06, 2026 |
| truNorth Financial Services, Inc. | History | Added to | 8,690 | 1,868 | 1.93% | 2.02% | 1074 | +232 | 2.74% | Q1 2026 | May 05, 2026 |
| Successful Portfolios LLC | History | Added to | 8,706 | 1,865 | 1.03% | 0.91% | 1075 | +771 | 9.72% | Q1 2026 | Apr 13, 2026 |
| MOTCO | History | Reduced | 8,670 | 1,864 | 0.17% | 0.26% | 1076 | -4,290 | -33.1% | Q1 2026 | Apr 22, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | Reduced | 8,629 | 1,855 | 1.67% | 1.81% | 1077 | -173 | -1.97% | Q1 2026 | Apr 28, 2026 |
| GRANVILLE CAPITAL, INC. | History | Reduced | 8,611 | 1,851 | 0.97% | 1.04% | 1078 | -308 | -3.45% | Q1 2026 | May 11, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | Added to | 8,605 | 1,850 | 0.66% | 0.44% | 1079 | +3,040 | 54.63% | Q1 2026 | May 05, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 8,557 | 1,840 | 0.07% | 0.09% | 1080 | -3,362 | -28.21% | Q1 2026 | Aug 10, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 8,544 | 1,837 | 0.38% | 0.39% | 1081 | +41 | 0.48% | Q1 2026 | Apr 20, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 8,539 | 1,836 | 0.38% | 0.41% | 1082 | +11 | 0.13% | Q1 2026 | May 14, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 8,079 | 1,825 | 0.25% | 0.25% | 1083 | +473 | 6.22% | Q1 2026 | Apr 28, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 8,444 | 1,815 | 0.06% | 0.07% | 1084 | -719 | -7.85% | Q1 2026 | May 15, 2026 |
| Planning Center, Inc. | History | Reduced | 8,408 | 1,808 | 0.18% | 0.22% | 1085 | -1,447 | -14.68% | Q1 2026 | Apr 28, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 8,405 | 1,807 | 0.19% | 0.19% | 1086 | -101 | -1.19% | Q1 2026 | May 07, 2026 |
| M.E. ALLISON & CO., INC. | History | Reduced | 8,362 | 1,798 | 1.19% | 1.26% | 1088 | -97 | -1.15% | Q1 2026 | Apr 08, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 9,080 | 1,798 | 0.16% | 0.16% | 1087 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Red Mountain Financial, LLC | History | Reduced | 8,360 | 1,797 | 1.69% | 1.82% | 1089 | -94 | -1.11% | Q1 2026 | Apr 28, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 8,341 | 1,793 | 0.4% | 0.56% | 1090 | -2,794 | -25.09% | Q1 2026 | Apr 02, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 8,307 | 1,786 | 1.44% | 1.42% | 1091 | +10 | 0.12% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Reduced | 8,251 | 1,774 | 0.02% | 0.02% | 1092 | -460 | -5.28% | Q1 2026 | May 14, 2026 |
| EASTERN BANK | History | Added to | 8,210 | 1,765 | 0.03% | 0.03% | 1093 | +265 | 3.34% | Q1 2026 | Apr 07, 2026 |
| Chicago Capital, LLC | History | Added to | 8,198 | 1,763 | 0.05% | 0.04% | 1094 | +3 | 0.04% | Q1 2026 | Apr 23, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 8,181 | 1,759 | 0.6% | 0.6% | 1095 | +165 | 2.06% | Q1 2026 | Apr 09, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 8,130 | 1,748 | 0.05% | 0.05% | 1096 | +289 | 3.69% | Q1 2026 | May 13, 2026 |
| Marble Harbor Investment Counsel, LLC | History | Added to | 8,121 | 1,746 | 0.19% | 0.18% | 1097 | +483 | 6.32% | Q1 2026 | May 08, 2026 |
| Independent Solutions Wealth Management, LLC | History | New | 8,093 | 1,740 | 0.26% | — | 1098 | +8,093 | New | Q1 2026 | Apr 27, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 8,087 | 1,739 | 0.1% | 0.11% | 1099 | -319 | -3.79% | Q1 2026 | May 13, 2026 |
| Impact Capital Partners LLC | History | Reduced | 8,089 | 1,739 | 0.53% | 0.54% | 1100 | -215 | -2.59% | Q1 2026 | Apr 10, 2026 |
| CDKV HOLDINGS LLC | History | Reduced | 8,091 | 1,739 | 1.53% | 1.52% | 1101 | -175 | -2.12% | Q1 2026 | May 01, 2026 |
| WESCAP Management Group, Inc. | History | No change | 8,083 | 1,738 | 0.34% | 0.36% | 1102 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Old North State Wealth Management, LLC | History | Added to | 8,065 | 1,736 | 0.8% | 0.82% | 1103 | +139 | 1.75% | Q1 2026 | Apr 17, 2026 |
| CPC Advisors, LLC | History | Reduced | 8,065 | 1,734 | 0.28% | 0.7% | 1104 | -23,440 | -74.4% | Q1 2026 | Apr 16, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Added to | 8,020 | 1,724 | 0.89% | 0.83% | 1105 | +226 | 2.9% | Q1 2026 | May 14, 2026 |
| Stanich Group LLC | History | Added to | 7,945 | 1,708 | 1.3% | 1.32% | 1106 | +4 | 0.05% | Q1 2026 | Apr 15, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Reduced | 7,928 | 1,705 | 0.31% | 0.47% | 1107 | -30 | -0.38% | Q1 2026 | May 01, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 7,900 | 1,698 | 0.14% | 0.14% | 1108 | +262 | 3.43% | Q1 2026 | Apr 22, 2026 |
| Madison Park Capital Advisors, LLC | History | Reduced | 7,883 | 1,695 | 1.33% | 1.44% | 1109 | -217 | -2.68% | Q1 2026 | Apr 22, 2026 |
| Larson Financial Group LLC | History | Added to | 7,878 | 1,694 | 0.05% | 0.06% | 1110 | +212 | 2.77% | Q1 2026 | May 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 7,821 | 1,682 | 0.41% | 0.45% | 1111 | -722 | -8.45% | Q1 2026 | May 01, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 7,824 | 1,682 | 1.32% | 1.42% | 1112 | +30 | 0.38% | Q1 2026 | May 05, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 7,810 | 1,679 | 0.21% | 0.21% | 1113 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | Reduced | 7,803 | 1,678 | 0.47% | 0.46% | 1114 | -371 | -4.54% | Q1 2026 | Apr 13, 2026 |
| Team Hewins, LLC | History | New | 7,796 | 1,676 | 0.5% | — | 1115 | +7,796 | New | Q1 2026 | Apr 30, 2026 |
| SNS Financial Group, LLC | History | Added to | 7,792 | 1,675 | 0.14% | 0.15% | 1116 | +1 | 0.01% | Q1 2026 | Apr 14, 2026 |
| WBH ADVISORY INC | History | Reduced | 7,765 | 1,674 | 0.13% | 0.13% | 1117 | -176 | -2.22% | Q1 2026 | Apr 27, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 7,744 | 1,665 | 0.9% | 0.82% | 1118 | +960 | 14.15% | Q1 2026 | Apr 29, 2026 |
| Turn8 Private Wealth Inc. | History | Added to | 7,735 | 1,663 | 1.04% | 0.8% | 1119 | +2,684 | 53.14% | Q1 2026 | Apr 27, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 7,722 | 1,660 | 0.09% | 0.1% | 1120 | -826 | -9.66% | Q1 2026 | Apr 17, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 7,715 | 1,659 | 0.06% | 0.06% | 1121 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BOKF, NA | History | Reduced | 7,714 | 1,658 | 0.03% | 0.03% | 1122 | -150 | -1.91% | Q1 2026 | May 08, 2026 |
| Bienville Capital Management, LLC | History | Added to | 7,646 | 1,644 | 0.3% | 0.27% | 1123 | +5 | 0.07% | Q1 2026 | May 13, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 7,636 | 1,642 | 0.16% | 0.15% | 1124 | +345 | 4.73% | Q1 2026 | May 15, 2026 |
| Decker Wealth Management LLC | History | No change | 7,636 | 1,642 | 0.37% | 0.37% | 1125 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TAGStone Capital, Inc. | History | Added to | 7,630 | 1,641 | 0.58% | 0.58% | 1126 | +547 | 7.72% | Q1 2026 | May 11, 2026 |
| Piedmont Capital Management, LLC | History | Added to | 7,581 | 1,640 | 0.83% | 0.84% | 1127 | +69 | 0.92% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 7,624 | 1,639 | 0.1% | 0.11% | 1128 | -143 | -1.84% | Q1 2026 | May 15, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 7,622 | 1,639 | 0.23% | 0.24% | 1129 | +8 | 0.11% | Q1 2026 | Apr 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 7,609 | 1,636 | 0.01% | 0.02% | 1130 | -2,377 | -23.8% | Q1 2026 | May 13, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 7,598 | 1,634 | 0.74% | 0.62% | 1131 | +985 | 14.89% | Q1 2026 | Apr 28, 2026 |
| SEI INVESTMENTS CO | History | Added to | 7,564 | 1,626 | 0.0% | 0.0% | 1132 | +5,029 | 198.38% | Q1 2026 | May 13, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Reduced | 7,554 | 1,624 | 0.6% | 0.6% | 1134 | -244 | -3.13% | Q1 2026 | May 14, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 7,554 | 1,624 | 0.78% | 0.81% | 1133 | +75 | 1.0% | Q1 2026 | May 08, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 7,536 | 1,620 | 0.68% | 0.69% | 1135 | +30 | 0.4% | Q1 2026 | Apr 29, 2026 |
| Avior Wealth Management, LLC | History | Added to | 7,512 | 1,615 | 0.05% | 0.05% | 1136 | +825 | 12.34% | Q1 2026 | Apr 09, 2026 |
| Invesco Ltd. | History | Reduced | 7,484 | 1,609 | 0.0% | 0.0% | 1137 | -648 | -7.97% | Q1 2026 | May 12, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 7,380 | 1,587 | 0.15% | 0.16% | 1138 | +95 | 1.3% | Q1 2026 | May 13, 2026 |
| Berger Financial Group, Inc | History | Added to | 7,363 | 1,583 | 0.09% | 0.08% | 1140 | +1,163 | 18.76% | Q1 2026 | Apr 28, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 7,363 | 1,583 | 0.2% | 0.2% | 1139 | -13 | -0.18% | Q1 2026 | Apr 13, 2026 |
| Asempa Wealth Advisors | History | Reduced | 7,323 | 1,579 | 1.38% | 1.56% | 1141 | -900 | -10.94% | Q1 2026 | Apr 08, 2026 |
| Trademark Financial Management, LLC | History | Added to | 7,337 | 1,577 | 0.77% | 0.63% | 1143 | +2,151 | 41.48% | Q1 2026 | Apr 27, 2026 |
| First American Bank | History | No change | 7,334 | 1,577 | 0.1% | 0.1% | 1142 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 7,329 | 1,576 | 0.15% | 0.16% | 1144 | -340 | -4.43% | Q1 2026 | May 04, 2026 |
| Arbor Wealth Advisors LLC | History | Added to | 7,320 | 1,574 | 1.1% | 1.14% | 1145 | +9 | 0.12% | Q1 2026 | Apr 22, 2026 |
| MOR Wealth Management, LLC | History | No change | 7,322 | 1,574 | 0.72% | 0.74% | 1146 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Root Financial Partners, LLC | History | Added to | 7,302 | 1,570 | 0.07% | 0.06% | 1147 | +1,816 | 33.1% | Q1 2026 | Apr 24, 2026 |
| Navis Wealth Advisors, LLC | History | Reduced | 7,283 | 1,566 | 0.8% | 0.96% | 1148 | -3,072 | -29.67% | Q1 2026 | May 15, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 7,274 | 1,564 | 0.12% | 0.13% | 1149 | +49 | 0.68% | Q1 2026 | May 07, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 7,268 | 1,563 | 0.36% | 0.36% | 1150 | -60 | -0.82% | Q1 2026 | May 08, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 7,260 | 1,561 | 0.28% | 0.38% | 1151 | -2,188 | -23.16% | Q1 2026 | Apr 22, 2026 |
| Integras Partners LLC | History | Added to | 7,221 | 1,552 | 1.02% | 1.22% | 1152 | +361 | 5.26% | Q1 2026 | May 12, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 7,207 | 1,549 | 0.21% | 0.22% | 1153 | -88 | -1.21% | Q1 2026 | May 14, 2026 |
| Darrow Company, Inc. | History | No change | 7,185 | 1,545 | 0.7% | 0.71% | 1154 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Reduced | 7,154 | 1,538 | 1.02% | 1.2% | 1155 | -939 | -11.6% | Q1 2026 | Apr 22, 2026 |
| ORG Partners LLC | History | No change | 6,981 | 1,534 | 0.27% | 0.27% | 1156 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| XML Financial, LLC | History | Added to | 7,124 | 1,532 | 0.12% | 0.12% | 1157 | +524 | 7.94% | Q1 2026 | Apr 16, 2026 |
| Catalina Capital Group, LLC | History | Added to | 7,117 | 1,530 | 0.91% | 0.91% | 1158 | +261 | 3.81% | Q1 2026 | Apr 23, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 7,096 | 1,526 | 0.22% | 0.23% | 1159 | -515 | -6.77% | Q1 2026 | May 07, 2026 |
| Compass Financial Services Inc | History | Reduced | 7,088 | 1,524 | 0.66% | 0.69% | 1160 | -183 | -2.52% | Q1 2026 | May 01, 2026 |
| Elm Partners Management LLC | History | Added to | 7,223 | 1,521 | 0.07% | 0.05% | 1162 | +2,702 | 59.77% | Q1 2026 | May 13, 2026 |
| WESBANCO BANK INC | History | Added to | 7,076 | 1,521 | 0.04% | 0.04% | 1161 | +327 | 4.85% | Q1 2026 | Apr 21, 2026 |
| Callan Family Office, LLC | History | Reduced | 7,018 | 1,509 | 0.03% | 0.03% | 1163 | -79 | -1.11% | Q1 2026 | May 13, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 6,991 | 1,503 | 0.64% | 0.61% | 1164 | +537 | 8.32% | Q1 2026 | Apr 20, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 6,988 | 1,502 | 0.24% | 0.26% | 1165 | -469 | -6.29% | Q1 2026 | Apr 23, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 6,969 | 1,498 | 0.98% | 3.96% | 1167 | -20,345 | -74.49% | Q1 2026 | May 07, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 6,966 | 1,498 | 0.54% | 0.54% | 1166 | +14 | 0.2% | Q1 2026 | May 06, 2026 |
| Wolff Financial Management LLC | History | Reduced | 6,963 | 1,497 | 0.33% | 0.35% | 1168 | -57 | -0.81% | Q1 2026 | Apr 15, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 6,939 | 1,492 | 0.04% | 0.03% | 1169 | +138 | 2.03% | Q1 2026 | May 08, 2026 |
| Lansing Street Advisors | History | Reduced | 6,923 | 1,488 | 0.37% | 0.39% | 1170 | -60 | -0.86% | Q1 2026 | Apr 28, 2026 |
| Saxony Capital Management, LLC | History | Added to | 6,917 | 1,487 | 0.86% | 0.88% | 1171 | +416 | 6.4% | Q1 2026 | Apr 24, 2026 |
| Bluesphere Advisors LLC | History | Reduced | 6,912 | 1,486 | 0.53% | 0.69% | 1172 | -235 | -3.29% | Q1 2026 | Apr 22, 2026 |
| Evergreen Advisors, LLC | History | Added to | 6,895 | 1,482 | 0.35% | 0.31% | 1173 | +1,091 | 18.8% | Q1 2026 | May 05, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 6,882 | 1,479 | 0.28% | 0.28% | 1174 | -335 | -4.64% | Q1 2026 | Apr 29, 2026 |
| Odyssey Capital Advisors, Inc. | History | Reduced | 6,860 | 1,475 | 1.32% | 1.56% | 1175 | -1,116 | -13.99% | Q1 2026 | Apr 29, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 6,826 | 1,467 | 0.25% | 0.25% | 1176 | +304 | 4.66% | Q1 2026 | Apr 17, 2026 |
| Essex Bank | History | Reduced | 6,799 | 1,462 | 0.32% | 0.34% | 1177 | -250 | -3.55% | Q1 2026 | Apr 17, 2026 |
| Biltmore Family Office, LLC | History | No change | 6,771 | 1,456 | 0.2% | 0.21% | 1178 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 6,768 | 1,455 | 0.56% | 0.55% | 1179 | +26 | 0.39% | Q1 2026 | Apr 24, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | Reduced | 6,755 | 1,452 | 0.89% | 1.17% | 1180 | -2,458 | -26.68% | Q1 2026 | Apr 08, 2026 |
| Aries Wealth Management | History | No change | 6,735 | 1,448 | 0.32% | 0.33% | 1181 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 6,720 | 1,445 | 0.02% | 0.02% | 1182 | -20 | -0.3% | Q1 2026 | May 08, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 6,712 | 1,443 | 0.65% | 0.66% | 1183 | +689 | 11.44% | Q1 2026 | Apr 20, 2026 |
| Silver Lake Advisory, LLC | History | Added to | 6,708 | 1,442 | 0.57% | 0.54% | 1184 | +428 | 6.82% | Q1 2026 | Apr 27, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Reduced | 6,692 | 1,439 | 0.17% | 0.16% | 1185 | -6 | -0.09% | Q1 2026 | May 11, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 6,686 | 1,437 | 0.35% | 0.37% | 1186 | -19 | -0.28% | Q1 2026 | Apr 22, 2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | History | Added to | 6,677 | 1,435 | 1.42% | 1.43% | 1187 | +68 | 1.03% | Q1 2026 | Aug 05, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 6,661 | 1,432 | 1.02% | 1.09% | 1188 | +6 | 0.09% | Q1 2026 | May 19, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 6,634 | 1,426 | 0.83% | 0.83% | 1189 | +20 | 0.3% | Q1 2026 | May 13, 2026 |
| WEIK CAPITAL MANAGEMENT | History | Reduced | 6,615 | 1,422 | 0.57% | 0.55% | 1190 | -70 | -1.05% | Q1 2026 | May 12, 2026 |
| Fisher Asset Management, LLC | History | Added to | 6,595 | 1,418 | 0.0% | 0.0% | 1191 | +1,617 | 32.48% | Q1 2026 | May 05, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | No change | 6,574 | 1,413 | 0.72% | 0.72% | 1192 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Austin Private Wealth, LLC | History | No change | 6,410 | 1,408 | 0.1% | 0.1% | 1193 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Manhattan West Asset Management, LLC | History | Reduced | 6,547 | 1,407 | 0.28% | 0.3% | 1194 | -99 | -1.49% | Q1 2026 | May 14, 2026 |
| Forum Financial Management, LP | History | Reduced | 6,540 | 1,406 | 0.02% | 0.02% | 1195 | -626 | -8.74% | Q1 2026 | Apr 23, 2026 |
| Nilsine Partners, LLC | History | No change | 6,210 | 1,403 | 0.11% | 0.12% | 1196 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Community Bank, N.A. | History | Reduced | 6,514 | 1,400 | 0.17% | 0.17% | 1197 | -21 | -0.32% | Q1 2026 | May 12, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 6,491 | 1,395 | 0.47% | 0.49% | 1198 | +40 | 0.62% | Q1 2026 | May 04, 2026 |
| National Philanthropic Trust | History | Reduced | 6,485 | 1,394 | 0.01% | 0.22% | 1199 | -95,508 | -93.64% | Q1 2026 | May 15, 2026 |
| Rothschild Wealth LLC | History | No change | 6,458 | 1,388 | 0.13% | 0.14% | 1200 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Well Done, LLC | History | Reduced | 6,425 | 1,381 | 0.2% | 0.21% | 1201 | -21 | -0.33% | Q1 2026 | Apr 14, 2026 |
| RDA Financial Network | History | Reduced | 6,414 | 1,379 | 0.35% | 0.34% | 1202 | -43 | -0.67% | Q1 2026 | Apr 08, 2026 |
| KLCM Advisors, Inc. | History | Reduced | 6,404 | 1,377 | 0.12% | 0.13% | 1203 | -375 | -5.53% | Q1 2026 | Apr 30, 2026 |
| Ascent Group, LLC | History | Added to | 6,394 | 1,375 | 0.05% | 0.05% | 1205 | +322 | 5.3% | Q1 2026 | May 15, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 6,394 | 1,375 | 0.48% | 0.55% | 1204 | -16 | -0.25% | Q1 2026 | Apr 21, 2026 |
| Carson Advisory Inc. | History | Added to | 6,354 | 1,366 | 0.71% | 0.7% | 1206 | +258 | 4.23% | Q1 2026 | May 07, 2026 |
| Broyhill Asset Management, LLC | History | Added to | 6,337 | 1,362 | 1.26% | 0.98% | 1208 | +1,250 | 24.57% | Q1 2026 | May 06, 2026 |
| Syverson Strege & Co | History | No change | 6,336 | 1,362 | 0.33% | 0.33% | 1207 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Reduced | 6,333 | 1,361 | 0.64% | 0.67% | 1209 | -79 | -1.23% | Q1 2026 | May 14, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 6,300 | 1,354 | 0.1% | 0.1% | 1210 | -12 | -0.19% | Q1 2026 | May 05, 2026 |
| GWN SECURITIES INC. | History | Added to | 6,276 | 1,349 | 0.26% | 0.28% | 1211 | +19 | 0.3% | Q1 2026 | May 14, 2026 |
| MFA Wealth Services | History | Added to | 6,269 | 1,348 | 0.89% | 0.93% | 1212 | +12 | 0.19% | Q1 2026 | Apr 21, 2026 |
| Dempze Nancy E | History | No change | 6,231 | 1,340 | 0.74% | 0.71% | 1213 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 6,227 | 1,339 | 0.04% | 0.05% | 1214 | -255 | -3.93% | Q1 2026 | May 11, 2026 |
| Busey Bank | History | Reduced | 6,226 | 1,338 | 0.04% | 0.04% | 1215 | -259 | -3.99% | Q1 2026 | Apr 28, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 6,207 | 1,334 | 0.29% | 0.26% | 1216 | +875 | 16.41% | Q1 2026 | Apr 13, 2026 |
| Capital Squared Financial LLC | History | Added to | 6,183 | 1,329 | 1.01% | 0.82% | 1218 | +1,420 | 29.81% | Q1 2026 | May 01, 2026 |
| EVEXIA WEALTH LLC | History | Added to | 5,954 | 1,329 | 0.37% | 0.36% | 1217 | +255 | 4.47% | Q1 2026 | Apr 16, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | New | 6,146 | 1,321 | 0.29% | — | 1222 | +6,146 | New | Q1 2026 | May 11, 2026 |
| Ascentis Independent Advisors | History | New | 6,143 | 1,321 | 0.1% | — | 1223 | +6,143 | New | Q1 2026 | Apr 28, 2026 |
| Ignite Planners, LLC | History | Added to | 6,144 | 1,321 | 0.2% | 0.2% | 1221 | +191 | 3.21% | Q1 2026 | Apr 17, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 6,145 | 1,321 | 0.1% | 0.1% | 1219 | -145 | -2.31% | Q1 2026 | Apr 22, 2026 |
| Horizon Wealth Management, LLC | History | Reduced | 6,146 | 1,321 | 0.19% | 0.21% | 1220 | -67 | -1.08% | Q1 2026 | Apr 24, 2026 |
| RM Financial Services, LLC | History | Added to | 6,118 | 1,315 | 1.13% | 1.06% | 1225 | +680 | 12.5% | Q1 2026 | May 14, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 6,117 | 1,315 | 0.14% | 0.15% | 1224 | -207 | -3.27% | Q1 2026 | May 13, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 6,101 | 1,312 | 0.82% | 0.84% | 1226 | +24 | 0.39% | Q1 2026 | Apr 21, 2026 |
| McAdam, LLC | History | Added to | 6,097 | 1,311 | 0.06% | 0.06% | 1227 | +3 | 0.05% | Q1 2026 | May 08, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 6,090 | 1,309 | 0.05% | 0.06% | 1228 | -435 | -6.67% | Q1 2026 | Apr 16, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 6,086 | 1,308 | 0.62% | 0.61% | 1229 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Evernest Financial Advisors, LLC | History | Added to | 5,755 | 1,300 | 0.27% | 0.28% | 1230 | +15 | 0.26% | Q1 2026 | May 04, 2026 |
| Tenret Co LLC | History | No change | 6,040 | 1,298 | 0.63% | 0.67% | 1231 | 0 | 0.0% | Q1 2026 | May 27, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 6,027 | 1,296 | 0.16% | 0.25% | 1232 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Atria Investments, Inc | History | Reduced | 6,018 | 1,294 | 0.01% | 0.02% | 1233 | -1,246 | -17.15% | Q1 2026 | May 05, 2026 |
| American State Bank (Iowa) | History | Added to | 6,020 | 1,294 | 0.62% | 0.63% | 1234 | +44 | 0.74% | Q1 2026 | Apr 14, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 6,009 | 1,292 | 0.07% | 0.07% | 1235 | -118 | -1.93% | Q1 2026 | May 06, 2026 |
| Douglass Winthrop Advisors, LLC | History | Reduced | 6,000 | 1,290 | 0.02% | 0.03% | 1236 | -650 | -9.77% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Added to | 5,970 | 1,283 | 0.0% | 0.0% | 1237 | +3,300 | 123.6% | Q1 2026 | May 14, 2026 |
| BTG Pactual Asset Management US LLC | History | Reduced | 5,941 | 1,277 | 0.11% | 0.12% | 1238 | -44 | -0.74% | Q1 2026 | May 14, 2026 |
| Churchill Financial Advisors, LLC | History | Reduced | 5,939 | 1,277 | 0.27% | 0.4% | 1239 | -13 | -0.22% | Q1 2026 | Apr 22, 2026 |
| Essex LLC | History | Added to | 5,937 | 1,276 | 0.23% | 0.23% | 1240 | +22 | 0.37% | Q1 2026 | Apr 24, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Reduced | 5,911 | 1,271 | 0.95% | 0.97% | 1241 | -91 | -1.52% | Q1 2026 | Apr 23, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 5,902 | 1,269 | 0.51% | 0.48% | 1243 | +335 | 6.02% | Q1 2026 | Apr 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 5,902 | 1,269 | 0.08% | 0.08% | 1242 | +7 | 0.12% | Q1 2026 | Apr 13, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 5,899 | 1,268 | 0.39% | 0.44% | 1244 | -110 | -1.83% | Q1 2026 | May 05, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Added to | 5,537 | 1,267 | 0.67% | 0.45% | 1245 | +1,246 | 29.04% | Q1 2026 | May 11, 2026 |
| Sepio Capital, LP | History | Added to | 5,888 | 1,266 | 0.07% | 0.07% | 1246 | +322 | 5.79% | Q1 2026 | May 13, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 5,883 | 1,265 | 0.86% | 0.9% | 1247 | +102 | 1.76% | Q1 2026 | Apr 23, 2026 |
| Tandem Investment Partners LLC | History | Reduced | 5,840 | 1,255 | 1.06% | 1.93% | 1248 | -4,590 | -44.01% | Q1 2026 | May 13, 2026 |
| Trevian Wealth Management LLC | History | Reduced | 5,835 | 1,254 | 0.62% | 0.71% | 1249 | -987 | -14.47% | Q1 2026 | Apr 21, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 5,824 | 1,252 | 0.04% | 0.04% | 1250 | -200 | -3.32% | Q1 2026 | May 08, 2026 |
| Ridge Creek Global, Inc | History | No change | 5,825 | 1,252 | 1.06% | 1.07% | 1251 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 5,814 | 1,250 | 0.02% | 0.02% | 1252 | +362 | 6.64% | Q1 2026 | May 11, 2026 |
| Luminvest Wealth Management LLC | History | Reduced | 5,800 | 1,247 | 0.33% | 0.36% | 1254 | -36 | -0.62% | Q1 2026 | May 01, 2026 |
| LCNB CORP | History | No change | 5,800 | 1,247 | 0.42% | 0.43% | 1253 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 5,789 | 1,244 | 0.11% | 0.13% | 1256 | -310 | -5.08% | Q1 2026 | Apr 24, 2026 |
| Objective Capital Management, LLC | History | Reduced | 5,788 | 1,244 | 1.25% | 1.32% | 1255 | -96 | -1.63% | Q1 2026 | May 04, 2026 |
| Redwood Family Wealth LLC | History | Reduced | 5,780 | 1,243 | 1.21% | 1.28% | 1257 | -132 | -2.23% | Q1 2026 | May 13, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | Reduced | 5,766 | 1,240 | 0.35% | 0.39% | 1258 | -448 | -7.21% | Q1 2026 | May 13, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 5,755 | 1,237 | 0.03% | 0.02% | 1259 | +1,031 | 21.82% | Q1 2026 | Apr 07, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 5,738 | 1,233 | 0.21% | 0.23% | 1260 | -2 | -0.03% | Q1 2026 | Apr 08, 2026 |
| Convergence Financial, LLC | History | Added to | 5,716 | 1,229 | 0.13% | 0.09% | 1261 | +2,857 | 99.93% | Q1 2026 | May 11, 2026 |
| DBK Financial Counsel, LLC | History | No change | 5,704 | 1,226 | 0.93% | 0.96% | 1262 | 0 | 0.0% | Q1 2026 | Jun 03, 2026 |
| GTS SECURITIES LLC | History | New | 5,700 | 1,225 | 0.04% | — | 1263 | +5,700 | New | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Added to | 5,674 | 1,223 | 0.25% | 0.24% | 1265 | +2,152 | 61.1% | Q1 2026 | May 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 5,566 | 1,223 | 0.0% | 0.0% | 1264 | -167 | -2.91% | Q1 2026 | May 15, 2026 |
| Fiduciary Group, LLC | History | Reduced | 5,683 | 1,222 | 0.1% | 0.11% | 1266 | -323 | -5.38% | Q1 2026 | May 11, 2026 |
| Front Row Advisors LLC | History | Added to | 5,677 | 1,220 | 0.41% | 0.41% | 1267 | +90 | 1.61% | Q1 2026 | May 19, 2026 |
| Schrum Private Wealth Management LLC | History | Added to | 5,664 | 1,218 | 0.93% | 0.91% | 1268 | +81 | 1.45% | Q1 2026 | May 08, 2026 |
| Gallacher Capital Management LLC | History | Added to | 5,655 | 1,216 | 0.47% | 0.48% | 1269 | +2 | 0.04% | Q1 2026 | May 05, 2026 |
| RVW Wealth, LLC | History | Reduced | 5,633 | 1,211 | 0.09% | 0.1% | 1270 | -168 | -2.9% | Q1 2026 | Apr 08, 2026 |
| ERn Financial, LLC | History | Reduced | 5,627 | 1,210 | 0.23% | 0.23% | 1271 | -43 | -0.76% | Q1 2026 | Apr 24, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 5,600 | 1,210 | 0.34% | 0.36% | 1272 | -14 | -0.25% | Q1 2026 | Apr 08, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 5,622 | 1,209 | 0.38% | 0.41% | 1273 | -275 | -4.66% | Q1 2026 | Apr 10, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 5,610 | 1,206 | 0.17% | 0.19% | 1274 | -366 | -6.12% | Q1 2026 | May 13, 2026 |
| Keystone Global Partners, LLC | History | Reduced | 5,608 | 1,206 | 0.54% | 0.55% | 1275 | -89 | -1.56% | Q1 2026 | Apr 24, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 5,592 | 1,202 | 1.0% | 1.06% | 1276 | +8 | 0.14% | Q1 2026 | Apr 14, 2026 |
| OakTrust Wealth Advisors, LLC | History | No change | 5,576 | 1,199 | 1.09% | 1.13% | 1277 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Trifecta Capital Advisors, LLC | History | Added to | 5,520 | 1,187 | 0.18% | 0.18% | 1278 | +29 | 0.53% | Q1 2026 | May 01, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 5,500 | 1,182 | 0.09% | 0.08% | 1279 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| LINCOLN CAPITAL CORP | History | No change | 5,495 | 1,181 | 0.43% | 0.43% | 1280 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Northwest Bancshares, Inc. | History | No change | 5,493 | 1,181 | 0.24% | 0.23% | 1281 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Highview Capital Management LLC/DE/ | History | Reduced | 5,474 | 1,177 | 0.43% | 0.47% | 1283 | -541 | -8.99% | Q1 2026 | May 08, 2026 |
| Legacy Trust | History | Reduced | 5,477 | 1,177 | 0.23% | 0.23% | 1282 | -115 | -2.06% | Q1 2026 | Apr 14, 2026 |
| Wolfstich Capital, LLC | History | New | 5,581 | 1,175 | 1.03% | — | 1284 | +5,581 | New | Q1 2026 | Apr 21, 2026 |
| Timothy G. Youngquist 2020 Irrevocable Trust | History | New | 5,459 | 1,174 | 0.51% | — | 1285 | +5,459 | New | Q1 2026 | Aug 07, 2026 |
| Palisade Asset Management, LLC | History | No change | 5,457 | 1,173 | 0.12% | 0.12% | 1286 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Strategic Financial Services, Inc. | History | Reduced | 5,448 | 1,171 | 0.06% | 0.06% | 1287 | -10 | -0.18% | Q1 2026 | May 08, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Reduced | 5,426 | 1,166 | 0.66% | 0.72% | 1289 | -294 | -5.14% | Q1 2026 | Apr 13, 2026 |
| Secure Asset Management, LLC | History | No change | 5,423 | 1,166 | 0.18% | 0.19% | 1288 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| True North Advisors, LLC | History | Added to | 5,401 | 1,161 | 0.13% | 0.04% | 1290 | +3,963 | 275.59% | Q1 2026 | May 07, 2026 |
| Claris Financial LLC | History | Reduced | 5,372 | 1,155 | 0.63% | 0.64% | 1291 | -98 | -1.79% | Q1 2026 | May 18, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 5,354 | 1,151 | 0.04% | 0.04% | 1292 | +188 | 3.64% | Q1 2026 | May 07, 2026 |
| TSFG, LLC | History | Reduced | 5,336 | 1,148 | 0.17% | 0.18% | 1293 | -16 | -0.3% | Q1 2026 | Apr 27, 2026 |
| Investment Planning Advisors, Inc. | History | Reduced | 5,332 | 1,146 | 0.32% | 0.36% | 1294 | -354 | -6.23% | Q1 2026 | Apr 23, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 5,328 | 1,145 | 0.07% | 0.06% | 1295 | +990 | 22.82% | Q1 2026 | May 12, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 5,320 | 1,144 | 0.17% | 0.17% | 1296 | +189 | 3.68% | Q1 2026 | Apr 24, 2026 |
| May Barnhard Investments LLC | History | Added to | 5,313 | 1,142 | 0.55% | 0.54% | 1298 | +150 | 2.91% | Q1 2026 | May 13, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 5,311 | 1,142 | 0.62% | 0.64% | 1297 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 5,308 | 1,141 | 0.0% | 0.0% | 1301 | +3,958 | 293.19% | Q1 2026 | May 15, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 5,308 | 1,141 | 0.11% | 0.11% | 1300 | -117 | -2.16% | Q1 2026 | Apr 17, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | No change | 5,307 | 1,141 | 0.06% | 0.06% | 1299 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 5,300 | 1,139 | 0.22% | 0.23% | 1302 | -60 | -1.12% | Q1 2026 | May 12, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 5,296 | 1,138 | 0.2% | 0.21% | 1303 | -993 | -15.79% | Q1 2026 | May 11, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Added to | 5,266 | 1,132 | 0.74% | 0.75% | 1304 | +1 | 0.02% | Q1 2026 | Apr 29, 2026 |
| BAYBAN | History | Reduced | 5,254 | 1,129 | 0.98% | 1.07% | 1305 | -262 | -4.75% | Q1 2026 | Apr 24, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | Added to | 5,251 | 1,129 | 0.88% | 0.92% | 1306 | +1 | 0.02% | Q1 2026 | May 04, 2026 |
| Continuum Advisory, LLC | History | Added to | 5,227 | 1,124 | 0.11% | 0.1% | 1307 | +710 | 15.72% | Q1 2026 | Apr 22, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 5,222 | 1,123 | 0.22% | 0.23% | 1308 | -22 | -0.42% | Q1 2026 | May 11, 2026 |
| MAYPORT, LLC | History | No change | 5,225 | 1,123 | 0.21% | 0.23% | 1309 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cypress Capital Group | History | Added to | 5,194 | 1,117 | 0.13% | 0.13% | 1310 | +61 | 1.19% | Q1 2026 | May 15, 2026 |
| National Wealth Management Group, LLC | History | Added to | 5,186 | 1,115 | 0.42% | 0.37% | 1312 | +280 | 5.71% | Q1 2026 | May 11, 2026 |
| DF DENT & CO INC | History | Reduced | 5,189 | 1,115 | 0.02% | 0.02% | 1311 | -60 | -1.14% | Q1 2026 | May 15, 2026 |
| Urban Wealth Management, LLC | History | Reduced | 5,178 | 1,113 | 1.14% | 1.07% | 1313 | -38 | -0.73% | Q1 2026 | Apr 21, 2026 |
| Passumpsic Savings Bank | History | No change | 5,055 | 1,110 | 0.61% | 0.61% | 1314 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Midway Capital Research & Management | History | Added to | 5,157 | 1,109 | 1.05% | 1.03% | 1315 | +353 | 7.35% | Q1 2026 | Apr 13, 2026 |
| Perkins Coie Trust Co | History | Reduced | 5,153 | 1,108 | 0.21% | 0.21% | 1316 | -75 | -1.43% | Q1 2026 | Apr 15, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 5,134 | 1,104 | 0.04% | 0.04% | 1317 | +20 | 0.39% | Q1 2026 | May 12, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 5,129 | 1,103 | 0.14% | 0.82% | 1318 | -23,365 | -82.0% | Q1 2026 | May 04, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 5,077 | 1,091 | 0.11% | 0.12% | 1319 | -101 | -1.95% | Q1 2026 | Apr 30, 2026 |
| Klingman & Associates, LLC | History | Reduced | 5,064 | 1,089 | 0.05% | 0.06% | 1320 | -611 | -10.77% | Q1 2026 | May 14, 2026 |
| UNION SAVINGS BANK | History | Reduced | 5,064 | 1,089 | 0.48% | 0.5% | 1321 | -164 | -3.14% | Q1 2026 | Apr 17, 2026 |
| Burk Holdings LLC | History | No change | 5,050 | 1,086 | 0.47% | 0.53% | 1322 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Alchemi Wealth, LLC | History | Added to | 5,047 | 1,085 | 0.6% | 0.53% | 1324 | +661 | 15.07% | Q1 2026 | May 07, 2026 |
| Financial Partners Group, Inc | History | Reduced | 5,048 | 1,085 | 0.13% | 0.13% | 1323 | -76 | -1.48% | Q1 2026 | Apr 10, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 5,041 | 1,084 | 0.21% | 0.26% | 1325 | -2,638 | -34.35% | Q1 2026 | May 11, 2026 |
| Rockingstone Advisors LLC | History | Added to | 5,031 | 1,082 | 0.5% | 0.5% | 1327 | +85 | 1.72% | Q1 2026 | Apr 09, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Added to | 5,033 | 1,082 | 0.3% | 0.3% | 1326 | +49 | 0.98% | Q1 2026 | May 08, 2026 |
| Sage Capital Advisors,llc | History | Reduced | 5,031 | 1,081 | 0.25% | 0.28% | 1328 | -386 | -7.13% | Q1 2026 | Apr 07, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 5,028 | 1,081 | 0.11% | 0.12% | 1329 | -15 | -0.3% | Q1 2026 | May 04, 2026 |
| Roxbury Financial LLC | History | Added to | 5,023 | 1,080 | 0.97% | 0.96% | 1331 | +166 | 3.42% | Q1 2026 | Apr 17, 2026 |
| Simmons Bank | History | Added to | 5,025 | 1,080 | 0.07% | 0.07% | 1330 | +38 | 0.76% | Q1 2026 | Apr 23, 2026 |
| Bryant Woods Investment Advisors, LLC | History | New | 5,013 | 1,078 | 0.4% | — | 1332 | +5,013 | New | Q1 2026 | Apr 28, 2026 |
| Invst, LLC | History | Reduced | 5,012 | 1,077 | 0.12% | 0.14% | 1333 | -811 | -13.93% | Q1 2026 | May 13, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 5,007 | 1,076 | 0.42% | 0.42% | 1334 | +86 | 1.75% | Q1 2026 | Apr 21, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 4,995 | 1,074 | 0.33% | 0.32% | 1335 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 4,979 | 1,070 | 0.59% | 0.49% | 1336 | +1,404 | 39.27% | Q1 2026 | Apr 16, 2026 |
| Bison Wealth, LLC | History | Added to | 4,673 | 1,068 | 0.1% | 0.1% | 1337 | +554 | 13.45% | Q1 2026 | May 15, 2026 |
| Independent Wealth Network Inc. | History | Added to | 4,969 | 1,068 | 0.32% | 0.32% | 1338 | +135 | 2.79% | Q1 2026 | Apr 20, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 4,961 | 1,066 | 0.15% | 0.16% | 1339 | +1 | 0.02% | Q1 2026 | May 26, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 4,946 | 1,063 | 0.49% | 0.44% | 1341 | -758 | -13.29% | Q1 2026 | May 05, 2026 |
| VeraBank, N.A. | History | Reduced | 4,945 | 1,063 | 0.19% | 0.2% | 1340 | -178 | -3.47% | Q1 2026 | May 11, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 4,933 | 1,060 | 0.36% | 0.67% | 1342 | -4,496 | -47.68% | Q1 2026 | Apr 08, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 4,926 | 1,059 | 0.27% | 0.31% | 1343 | -604 | -10.92% | Q1 2026 | Apr 15, 2026 |
| LongView Wealth Management | History | Added to | 4,735 | 1,059 | 0.27% | 0.24% | 1345 | +338 | 7.69% | Q1 2026 | Apr 15, 2026 |
| MA Private Wealth | History | No change | 4,926 | 1,059 | 0.18% | 0.18% | 1344 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 4,922 | 1,058 | 0.35% | 0.38% | 1346 | -190 | -3.72% | Q1 2026 | Apr 24, 2026 |
| J2 Capital Management Inc | History | Added to | 4,918 | 1,057 | 0.72% | 0.77% | 1347 | +135 | 2.82% | Q1 2026 | Apr 21, 2026 |
| Trace Wealth Advisors, LLC | History | No change | 4,918 | 1,057 | 0.79% | 0.78% | 1348 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FULTON BANK, N.A. | History | No change | 4,913 | 1,056 | 0.04% | 0.04% | 1349 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 4,885 | 1,050 | 0.42% | 0.44% | 1350 | -314 | -6.04% | Q1 2026 | May 14, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Added to | 4,879 | 1,049 | 0.86% | 0.88% | 1351 | +3 | 0.06% | Q1 2026 | May 04, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 4,863 | 1,045 | 0.21% | 0.21% | 1352 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 4,854 | 1,043 | 0.01% | 0.01% | 1353 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Foster Victor Wealth Advisors, LLC | History | No change | 4,652 | 1,041 | 0.06% | 0.06% | 1354 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 4,831 | 1,038 | 0.23% | 0.24% | 1355 | +23 | 0.48% | Q1 2026 | Apr 20, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 4,811 | 1,034 | 0.2% | 0.18% | 1356 | +854 | 21.58% | Q1 2026 | May 15, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | Reduced | 4,798 | 1,031 | 0.33% | 2.65% | 1357 | -34,986 | -87.94% | Q1 2026 | Apr 15, 2026 |
| Advisor Resource Council | History | No change | 4,789 | 1,029 | 0.33% | 0.38% | 1358 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Hamilton Wealth, LLC | History | Reduced | 4,776 | 1,027 | 0.2% | 0.2% | 1359 | -89 | -1.83% | Q1 2026 | Jun 25, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 4,734 | 1,018 | 0.01% | 0.01% | 1360 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JAG CAPITAL MANAGEMENT, LLC | History | No change | 4,728 | 1,016 | 0.11% | 0.11% | 1361 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 4,716 | 1,014 | 0.15% | 0.16% | 1363 | +8 | 0.17% | Q1 2026 | Apr 14, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | No change | 4,715 | 1,014 | 0.15% | 0.13% | 1362 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 4,705 | 1,011 | 0.03% | 0.04% | 1364 | +270 | 6.09% | Q1 2026 | Apr 20, 2026 |
| IFG Advisors, LLC | History | Added to | 4,683 | 1,007 | 0.16% | 0.13% | 1365 | +1,040 | 28.55% | Q1 2026 | Apr 09, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 4,681 | 1,006 | 0.42% | 0.44% | 1366 | -320 | -6.4% | Q1 2026 | May 07, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 4,657 | 1,006 | 0.18% | 0.17% | 1368 | +312 | 7.18% | Q1 2026 | May 11, 2026 |
| Rossmore Private Capital | History | Added to | 4,682 | 1,006 | 0.09% | 0.09% | 1367 | +1 | 0.02% | Q1 2026 | May 01, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 4,675 | 1,005 | 0.12% | 0.12% | 1369 | -24 | -0.51% | Q1 2026 | Apr 15, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 4,634 | 1,004 | 0.11% | — | 1370 | +4,634 | New | Q1 2026 | Apr 10, 2026 |
| Agate Pass Investment Management, LLC | History | Added to | 4,667 | 1,003 | 0.39% | 0.37% | 1371 | +190 | 4.24% | Q1 2026 | Apr 07, 2026 |
| VIAWEALTH, LLC | History | Reduced | 4,653 | 1,000 | 0.56% | 0.65% | 1372 | -626 | -11.86% | Q1 2026 | May 11, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Reduced | 4,641 | 998 | 0.23% | 0.24% | 1374 | -179 | -3.71% | Q1 2026 | May 13, 2026 |
| Canal Capital Management, LLC | History | Added to | 4,643 | 998 | 0.14% | 0.14% | 1373 | +2 | 0.04% | Q1 2026 | Apr 27, 2026 |
| Maple Capital Management, Inc. | History | Reduced | 4,623 | 994 | 0.07% | 0.07% | 1375 | -125 | -2.63% | Q1 2026 | May 08, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 4,622 | 994 | 0.19% | 0.19% | 1376 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 4,619 | 993 | 0.35% | 0.29% | 1377 | +902 | 24.27% | Q1 2026 | Apr 22, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 4,616 | 993 | 0.0% | 0.0% | 1378 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 4,617 | 992 | 0.81% | 1.17% | 1380 | -2,987 | -39.28% | Q1 2026 | May 13, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 4,615 | 992 | 0.06% | 0.05% | 1379 | +1,048 | 29.38% | Q1 2026 | Apr 28, 2026 |
| Neuberger Berman Group LLC | History | Added to | 4,605 | 990 | 0.0% | 0.0% | 1381 | +187 | 4.23% | Q1 2026 | May 14, 2026 |
| VICUS CAPITAL | History | Added to | 4,603 | 989 | 0.07% | 0.07% | 1382 | +56 | 1.23% | Q1 2026 | Apr 22, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 4,581 | 985 | 0.07% | 0.08% | 1383 | -27 | -0.59% | Q1 2026 | Apr 29, 2026 |
| Unify Financial Advisors | History | Reduced | 4,580 | 984 | 1.02% | 1.06% | 1384 | -50 | -1.08% | Q1 2026 | Apr 23, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 4,573 | 983 | 0.07% | 0.07% | 1385 | +271 | 6.3% | Q1 2026 | May 14, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 4,563 | 981 | 0.16% | 0.33% | 1386 | -4,792 | -51.22% | Q1 2026 | Apr 29, 2026 |
| SOL Capital Management CO | History | No change | 4,460 | 980 | 0.09% | 0.09% | 1387 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GREENLEAF TRUST | History | No change | 4,554 | 979 | 0.01% | 0.01% | 1388 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 4,539 | 976 | 0.06% | 0.06% | 1389 | +3 | 0.07% | Q1 2026 | May 01, 2026 |
| Morling Financial Advisors, LLC | History | No change | 4,538 | 975 | 0.3% | 0.31% | 1390 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SFMG, LLC | History | Added to | 4,523 | 972 | 0.07% | 0.07% | 1391 | +30 | 0.67% | Q1 2026 | May 12, 2026 |
| Cedarwood Wealth LLC | History | Added to | 4,518 | 971 | 0.98% | 1.0% | 1394 | +537 | 13.49% | Q1 2026 | May 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 4,520 | 971 | 0.16% | 0.13% | 1393 | +88 | 1.99% | Q1 2026 | May 15, 2026 |
| Legacy Financial Strategies, LLC | History | No change | 4,517 | 971 | 0.18% | 0.18% | 1392 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CAMDEN NATIONAL BANK | History | Reduced | 4,513 | 970 | 0.13% | 0.15% | 1395 | -493 | -9.85% | Q1 2026 | May 04, 2026 |
| Millennium Capital Advisors, LLC | History | No change | 4,513 | 970 | 0.6% | 0.58% | 1396 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 4,498 | 967 | 0.08% | 0.09% | 1397 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Integris Wealth Management, LLC | History | No change | 4,494 | 966 | 0.22% | 0.22% | 1398 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Boston Trust Walden Corp | History | Added to | 4,483 | 964 | 0.01% | 0.01% | 1399 | +57 | 1.29% | Q1 2026 | Apr 24, 2026 |
| Raub Brock Capital Management LP | History | Reduced | 4,476 | 962 | 0.24% | 4.42% | 1400 | -85,906 | -95.05% | Q1 2026 | Apr 15, 2026 |
| Brooklyn Investment Group | History | Added to | 4,477 | 962 | 0.03% | 0.04% | 1401 | +464 | 11.56% | Q1 2026 | Apr 29, 2026 |
| Accredited Investors Inc. | History | Reduced | 4,470 | 961 | 0.05% | 0.06% | 1402 | -744 | -14.27% | Q1 2026 | Apr 30, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 4,468 | 960 | 0.42% | 0.57% | 1404 | -1,659 | -27.08% | Q1 2026 | May 05, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 4,464 | 960 | 0.12% | 0.12% | 1403 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 4,459 | 958 | 0.04% | 0.05% | 1405 | +10 | 0.22% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 4,441 | 955 | 0.0% | — | 1407 | +4,441 | New | Q1 2026 | May 15, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 4,443 | 955 | 0.2% | 0.21% | 1406 | -77 | -1.7% | Q1 2026 | Apr 13, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 4,345 | 954 | 0.09% | 0.09% | 1408 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Chancellor Financial Group WB LP | History | No change | 4,433 | 953 | 0.67% | 0.66% | 1409 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 4,424 | 951 | 0.07% | 0.13% | 1410 | -6,653 | -60.06% | Q1 2026 | May 11, 2026 |
| Wick Capital Partners, LLC | History | Added to | 4,425 | 951 | 0.17% | 0.13% | 1411 | +1,059 | 31.46% | Q1 2026 | May 15, 2026 |
| JRM Investment Counsel, LLC | History | No change | 4,416 | 949 | 0.25% | 0.28% | 1412 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 4,409 | 948 | 0.13% | 0.13% | 1413 | -83 | -1.85% | Q1 2026 | May 12, 2026 |
| Synergy Asset Management, LLC | History | Added to | 4,384 | 942 | 0.1% | 0.08% | 1414 | +721 | 19.68% | Q1 2026 | May 13, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 4,380 | 941 | 0.1% | 0.1% | 1415 | +161 | 3.82% | Q1 2026 | Apr 15, 2026 |
| Hobart Private Capital, LLC | History | No change | 4,380 | 941 | 0.18% | 0.19% | 1416 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 4,372 | 940 | 0.14% | 0.15% | 1418 | -3,762 | -46.25% | Q1 2026 | Apr 24, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 4,373 | 940 | 0.02% | 0.02% | 1417 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 4,350 | 935 | 0.18% | 0.18% | 1419 | -69 | -1.56% | Q1 2026 | Apr 13, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | Added to | 4,349 | 935 | 0.6% | 0.59% | 1420 | +36 | 0.83% | Q1 2026 | May 07, 2026 |
| Financial Enhancement Group LLC | History | No change | 4,105 | 933 | 0.12% | 0.12% | 1421 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Empowered Funds, LLC | History | New | 4,331 | 931 | 0.01% | — | 1422 | +4,331 | New | Q1 2026 | Jun 15, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 4,320 | 929 | 0.08% | — | 1423 | +4,320 | New | Q1 2026 | Apr 08, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 4,312 | 927 | 0.11% | 0.1% | 1424 | +344 | 8.67% | Q1 2026 | May 06, 2026 |
| Westmount Partners, LLC | History | Reduced | 4,313 | 927 | 0.23% | 0.24% | 1425 | -113 | -2.55% | Q1 2026 | Apr 16, 2026 |
| Future Financial Wealth Managment LLC | History | Added to | 4,103 | 920 | 0.59% | 0.61% | 1426 | +6 | 0.15% | Q1 2026 | Apr 16, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 4,259 | 915 | 0.01% | 0.01% | 1427 | +2,218 | 108.67% | Q1 2026 | May 11, 2026 |
| Calamos Advisors LLC | History | New | 4,232 | 910 | 0.0% | — | 1429 | +4,232 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Added to | 4,232 | 910 | 0.03% | 0.03% | 1428 | +467 | 12.4% | Q1 2026 | May 04, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 4,228 | 909 | 0.11% | — | 1430 | +4,228 | New | Q1 2026 | May 15, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 4,226 | 908 | 0.02% | 0.02% | 1431 | -350 | -7.65% | Q1 2026 | Apr 15, 2026 |
| HighRoad Wealth Advisors, LLC | History | Reduced | 4,223 | 908 | 0.89% | 0.89% | 1432 | -41 | -0.96% | Q1 2026 | Apr 14, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 4,215 | 906 | 0.63% | 0.27% | 1433 | +2,865 | 212.22% | Q1 2026 | Apr 22, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 4,207 | 904 | 0.52% | 0.54% | 1434 | -42 | -0.99% | Q1 2026 | Apr 10, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 4,195 | 902 | 0.06% | 0.06% | 1435 | +30 | 0.72% | Q1 2026 | Apr 28, 2026 |
| Anson Capital, Inc. | History | Reduced | 4,192 | 901 | 0.62% | 0.68% | 1436 | -62 | -1.46% | Q1 2026 | May 13, 2026 |
| Capital Management Associates, Inc | History | Reduced | 4,189 | 900 | 0.2% | 0.21% | 1437 | -56 | -1.32% | Q1 2026 | Apr 22, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Reduced | 4,152 | 893 | 0.02% | 0.02% | 1438 | -11 | -0.26% | Q1 2026 | May 12, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 4,144 | 891 | 0.66% | 0.65% | 1440 | +11 | 0.27% | Q1 2026 | Apr 17, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 4,146 | 891 | 0.16% | 0.17% | 1439 | +1 | 0.02% | Q1 2026 | May 04, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 4,129 | 888 | 0.04% | 0.05% | 1441 | -110 | -2.59% | Q1 2026 | Apr 09, 2026 |
| Aureus Asset Management, LLC | History | Reduced | 4,123 | 886 | 0.06% | 0.08% | 1442 | -1,603 | -28.0% | Q1 2026 | May 13, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Reduced | 4,332 | 886 | 0.38% | 0.29% | 1443 | -182 | -4.03% | Q1 2026 | Jun 01, 2026 |
| Legacy Advisors, LLC | History | Added to | 4,108 | 883 | 0.1% | 0.06% | 1444 | +1,588 | 63.02% | Q1 2026 | May 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 4,104 | 882 | 0.02% | 0.02% | 1445 | -39 | -0.94% | Q1 2026 | Apr 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 4,088 | 879 | 0.01% | 0.03% | 1446 | -10,274 | -71.54% | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,089 | 879 | 0.03% | 0.03% | 1447 | +437 | 11.97% | Q1 2026 | Apr 07, 2026 |
| First Bancorp, Inc /ME/ | History | Reduced | 4,078 | 877 | 0.44% | 0.64% | 1448 | -1,430 | -25.96% | Q1 2026 | Apr 20, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Added to | 4,062 | 873 | 0.2% | 0.2% | 1449 | +177 | 4.56% | Q1 2026 | May 15, 2026 |
| Lutz Financial Services LLC | History | Added to | 4,051 | 871 | 0.06% | 0.06% | 1450 | +291 | 7.74% | Q1 2026 | May 04, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Reduced | 3,788 | 866 | 0.69% | 1.85% | 1451 | -6,242 | -62.23% | Q1 2026 | May 14, 2026 |
| BLB&B Advisors, LLC | History | Added to | 4,020 | 864 | 0.04% | 0.03% | 1453 | +1,294 | 47.47% | Q1 2026 | Apr 28, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Reduced | 4,016 | 864 | 0.08% | 0.09% | 1452 | -225 | -5.31% | Q1 2026 | Apr 02, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 4,014 | 863 | 0.36% | 0.32% | 1454 | -153 | -3.67% | Q1 2026 | Apr 14, 2026 |
| Sequent Planning LLC | History | Reduced | 4,002 | 860 | 0.21% | 0.22% | 1455 | -5 | -0.12% | Q1 2026 | Apr 21, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 3,981 | 856 | 0.04% | 0.04% | 1456 | +286 | 7.74% | Q1 2026 | Jun 08, 2026 |
| Trilogy Capital Inc. | History | Reduced | 3,966 | 852 | 0.04% | 0.04% | 1457 | -27 | -0.68% | Q1 2026 | Apr 21, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 3,966 | 852 | 0.26% | 0.24% | 1458 | +15 | 0.38% | Q1 2026 | Apr 15, 2026 |
| Asset Dedication, LLC | History | Added to | 3,958 | 851 | 0.06% | 0.05% | 1459 | +794 | 25.09% | Q1 2026 | May 29, 2026 |
| Hopwood Nicholas Hunter | History | Added to | 3,950 | 849 | 0.27% | 0.28% | 1460 | +73 | 1.88% | Q1 2026 | Aug 14, 2026 |
| Sendero Wealth Management, LLC | History | Added to | 3,932 | 845 | 0.09% | 0.09% | 1461 | +275 | 7.52% | Q1 2026 | Apr 22, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 3,916 | 842 | 0.12% | 0.06% | 1462 | +1,810 | 85.94% | Q1 2026 | Apr 23, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 3,911 | 841 | 0.09% | 0.09% | 1463 | +165 | 4.4% | Q1 2026 | May 06, 2026 |
| EdgeRock Capital LLC | History | Reduced | 3,907 | 840 | 0.23% | 0.25% | 1465 | -362 | -8.48% | Q1 2026 | Apr 16, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 3,907 | 840 | 0.04% | 0.05% | 1464 | +37 | 0.96% | Q1 2026 | Apr 27, 2026 |
| Glenview Trust Co | History | Added to | 3,902 | 839 | 0.01% | 0.01% | 1466 | +90 | 2.36% | Q1 2026 | May 08, 2026 |
| Alteri Wealth LLC | History | No change | 3,901 | 838 | 0.27% | 0.28% | 1467 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 3,892 | 837 | 0.07% | 0.07% | 1468 | -290 | -6.93% | Q1 2026 | Apr 21, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 3,889 | 836 | 0.05% | 0.05% | 1469 | +349 | 9.86% | Q1 2026 | May 05, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 3,883 | 835 | 0.11% | 0.13% | 1470 | -1,264 | -24.56% | Q1 2026 | Apr 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 3,881 | 834 | 0.0% | 0.02% | 1471 | -21,920 | -84.96% | Q1 2026 | Apr 29, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 3,879 | 834 | 0.6% | 0.66% | 1472 | +8 | 0.21% | Q1 2026 | Apr 29, 2026 |
| 3Chopt Investment Partners, LLC | History | Added to | 3,874 | 833 | 0.19% | 0.19% | 1473 | +15 | 0.39% | Q1 2026 | Apr 23, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 3,849 | 827 | 0.05% | 0.05% | 1474 | +188 | 5.14% | Q1 2026 | May 14, 2026 |
| Bolthouse Investments, LLC | History | No change | 3,846 | 827 | 0.75% | 0.75% | 1475 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Missouri Trust & Investment Co | History | No change | 3,843 | 826 | 0.24% | 0.25% | 1476 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 3,838 | 825 | 0.01% | 0.02% | 1477 | -1,587 | -29.25% | Q1 2026 | May 04, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 3,824 | 822 | 0.13% | 0.13% | 1478 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 3,897 | 821 | 0.05% | 0.43% | 1479 | -38,168 | -90.74% | Q1 2026 | Apr 24, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 3,821 | 821 | 0.42% | 0.57% | 1480 | -1,069 | -21.86% | Q1 2026 | May 15, 2026 |
| INTRUST BANK NA | History | No change | 3,799 | 817 | 0.07% | 0.07% | 1481 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 3,793 | 815 | 0.42% | 0.4% | 1482 | +352 | 10.23% | Q1 2026 | May 13, 2026 |
| Krane Financial Solutions LLC | History | New | 3,783 | 813 | 0.55% | — | 1483 | +3,783 | New | Q1 2026 | May 29, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 3,777 | 812 | 0.42% | 0.43% | 1484 | +15 | 0.4% | Q1 2026 | Apr 10, 2026 |
| New World Advisors LLC | History | Added to | 3,769 | 810 | 0.14% | 0.08% | 1486 | +1,655 | 78.29% | Q1 2026 | Apr 27, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 3,767 | 810 | 0.11% | 0.11% | 1485 | -103 | -2.66% | Q1 2026 | Apr 09, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 3,762 | 809 | 0.23% | 0.23% | 1487 | +15 | 0.4% | Q1 2026 | May 01, 2026 |
| Valued Retirements, Inc. | History | Added to | 3,758 | 808 | 0.79% | 0.78% | 1489 | +144 | 3.98% | Q1 2026 | May 13, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 3,761 | 808 | 0.12% | 0.13% | 1488 | -127 | -3.27% | Q1 2026 | Apr 09, 2026 |
| Ransom Advisory, Ltd | History | No change | 3,670 | 806 | 0.32% | 0.32% | 1490 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 3,737 | 803 | 0.04% | 0.07% | 1491 | -912 | -19.62% | Q1 2026 | Apr 29, 2026 |
| NewCorp Financial Services, Inc. | History | No change | 3,733 | 802 | 0.7% | 0.73% | 1492 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Gemmer Asset Management LLC | History | Added to | 3,728 | 801 | 0.06% | 0.06% | 1493 | +1 | 0.03% | Q1 2026 | Apr 22, 2026 |
| Minot DeBlois Advisors LLC | History | Added to | 3,720 | 800 | 0.73% | 0.62% | 1494 | +586 | 18.7% | Q1 2026 | May 08, 2026 |
| COURIER CAPITAL LLC | History | Added to | 3,707 | 797 | 0.04% | 0.05% | 1495 | +2 | 0.05% | Q1 2026 | Apr 23, 2026 |
| PINKERTON WEALTH, LLC | History | No change | 3,629 | 797 | 0.07% | 0.08% | 1496 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Added to | 3,705 | 796 | 0.31% | 0.28% | 1498 | +295 | 8.65% | Q1 2026 | Apr 22, 2026 |
| Magnus Financial Group LLC | History | Added to | 3,703 | 796 | 0.06% | 0.06% | 1497 | +10 | 0.27% | Q1 2026 | Apr 10, 2026 |
| Ring Mountain Capital, LLC | History | Reduced | 3,696 | 795 | 0.43% | 0.44% | 1499 | -68 | -1.81% | Q1 2026 | Apr 30, 2026 |
| Hegarty Advisors, LLC | History | Added to | 3,689 | 793 | 0.63% | 0.61% | 1501 | +494 | 15.46% | Q1 2026 | Apr 30, 2026 |
| AM INVESTMENT STRATEGIES LLC | History | Reduced | 3,686 | 793 | 0.17% | 0.18% | 1500 | -257 | -6.52% | Q1 2026 | Apr 29, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 3,684 | 792 | 0.28% | 0.3% | 1502 | -66 | -1.76% | Q1 2026 | Apr 21, 2026 |
| Aventus Investment Advisors, Inc. | History | Reduced | 3,674 | 790 | 0.67% | 0.67% | 1503 | -68 | -1.82% | Q1 2026 | Apr 15, 2026 |
| Bay Capital Advisors, LLC | History | No change | 3,660 | 787 | 0.49% | 0.49% | 1504 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Prospect Financial Group LLC | History | Reduced | 3,655 | 786 | 0.73% | 0.76% | 1505 | -50 | -1.35% | Q1 2026 | May 05, 2026 |
| Heritage Financial Services, LLC | History | No change | 3,574 | 785 | 0.07% | 0.07% | 1506 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 3,647 | 784 | 0.07% | 0.05% | 1507 | -115 | -3.06% | Q1 2026 | May 14, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 3,648 | 784 | 0.12% | 0.12% | 1508 | -49 | -1.33% | Q1 2026 | Apr 21, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 3,645 | 783 | 0.4% | 0.41% | 1511 | +35 | 0.97% | Q1 2026 | May 15, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 3,642 | 783 | 0.04% | 0.04% | 1509 | -5 | -0.14% | Q1 2026 | May 15, 2026 |
| Elser Financial Planning, Inc | History | No change | 3,652 | 783 | 0.04% | 0.58% | 1510 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 3,640 | 782 | 0.05% | 0.09% | 1512 | -3,088 | -45.9% | Q1 2026 | Apr 29, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 3,633 | 781 | 0.09% | 0.1% | 1513 | -304 | -7.72% | Q1 2026 | May 07, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 3,609 | 776 | 0.01% | 0.01% | 1515 | +301 | 9.1% | Q1 2026 | May 14, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 3,610 | 776 | 0.37% | 0.37% | 1514 | +20 | 0.56% | Q1 2026 | May 15, 2026 |
| James J. Burns & Company, LLC | History | Added to | 3,605 | 775 | 0.11% | 0.11% | 1516 | +8 | 0.22% | Q1 2026 | Apr 17, 2026 |
| Smithfield Trust Co | History | No change | 3,591 | 772 | 0.03% | 0.03% | 1517 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Brookwood Investment Group LLC | History | Added to | 3,582 | 770 | 0.1% | 0.07% | 1518 | +748 | 26.39% | Q1 2026 | May 04, 2026 |
| Wealth Group Ltd | History | No change | 3,573 | 768 | 0.17% | 0.18% | 1519 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Financial Advisors Network, Inc. | History | Added to | 3,563 | 766 | 0.11% | 0.1% | 1520 | +142 | 4.15% | Q1 2026 | May 14, 2026 |
| Prospera Capital Management, LLC | History | Added to | 3,556 | 764 | 0.38% | 0.39% | 1521 | +12 | 0.34% | Q1 2026 | Apr 08, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 3,352 | 762 | 0.03% | 0.03% | 1522 | +43 | 1.3% | Q1 2026 | Apr 24, 2026 |
| Obermeyer Wealth Partners | History | No change | 3,536 | 760 | 0.03% | 0.04% | 1523 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 3,529 | 758 | 0.07% | 0.07% | 1524 | +11 | 0.31% | Q1 2026 | May 14, 2026 |
| Nautilus Advisors LLC | History | Reduced | 3,521 | 757 | 0.52% | 0.55% | 1525 | -309 | -8.07% | Q1 2026 | Apr 17, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 3,517 | 756 | 0.09% | 0.09% | 1526 | -12 | -0.34% | Q1 2026 | Apr 17, 2026 |
| Schaeffer Financial LLC | History | Added to | 3,513 | 755 | 0.64% | 0.66% | 1527 | +72 | 2.09% | Q1 2026 | Apr 27, 2026 |
| Arcus Capital Partners, LLC | History | Reduced | 3,506 | 753 | 0.27% | 0.3% | 1529 | -250 | -6.66% | Q1 2026 | May 06, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 3,505 | 753 | 0.05% | 0.05% | 1528 | +135 | 4.01% | Q1 2026 | May 14, 2026 |
| Sherry Group, Inc. | History | No change | 3,500 | 752 | 0.82% | 0.81% | 1530 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FF Advisors,LLC | History | Reduced | 3,299 | 751 | 0.3% | 0.48% | 1532 | -1,581 | -32.4% | Q1 2026 | Apr 27, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 3,496 | 751 | 0.24% | 0.24% | 1531 | -12 | -0.34% | Q1 2026 | May 12, 2026 |
| Legacy Private Trust Co. | History | No change | 3,487 | 749 | 0.05% | 0.04% | 1533 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Saiph Capital, LLC | History | Added to | 3,478 | 747 | 0.28% | 0.27% | 1534 | +80 | 2.35% | Q1 2026 | May 12, 2026 |
| Leading Edge Financial Planning LLC | History | Reduced | 3,471 | 746 | 0.16% | 0.18% | 1535 | -27 | -0.77% | Q1 2026 | May 12, 2026 |
| Sage Capital Management, LLC | History | Added to | 3,469 | 746 | 0.35% | 0.35% | 1536 | +6 | 0.17% | Q1 2026 | Apr 15, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 3,463 | 744 | 0.07% | 0.07% | 1537 | -122 | -3.4% | Q1 2026 | Apr 16, 2026 |
| Radnor Capital Management, LLC | History | No change | 3,459 | 743 | 0.11% | 0.11% | 1538 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Added to | 3,447 | 741 | 0.15% | 0.13% | 1539 | +322 | 10.3% | Q1 2026 | Apr 16, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 3,440 | 739 | 0.27% | 0.27% | 1540 | -135 | -3.78% | Q1 2026 | May 11, 2026 |
| First Growth Capital LLC | History | Reduced | 3,428 | 739 | 0.67% | 0.71% | 1542 | -67 | -1.92% | Q1 2026 | May 04, 2026 |
| Bank of Jackson Hole Trust | History | No change | 3,440 | 739 | 0.36% | 0.36% | 1541 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Nordwand Advisors, LLC | History | Added to | 3,430 | 737 | 0.13% | 0.13% | 1544 | +120 | 3.63% | Q1 2026 | May 07, 2026 |
| Three Bridge Wealth Advisors, LLC | History | No change | 3,429 | 737 | 0.2% | 0.2% | 1543 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Grove Bank & Trust | History | Added to | 3,424 | 736 | 0.08% | 0.08% | 1546 | +22 | 0.65% | Q1 2026 | Apr 08, 2026 |
| Wealthquest Corp | History | No change | 3,353 | 736 | 0.06% | 0.06% | 1545 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | New | 3,409 | 733 | 0.2% | — | 1548 | +3,409 | New | Q1 2026 | Apr 08, 2026 |
| Clark Asset Management, LLC | History | Added to | 3,412 | 733 | 0.07% | 0.06% | 1547 | +598 | 21.25% | Q1 2026 | Apr 16, 2026 |
| Boltwood Capital Management | History | No change | 3,400 | 731 | 0.19% | 0.19% | 1549 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| AlTi Global, Inc. | History | No change | 3,401 | 731 | 0.02% | 0.02% | 1550 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 3,230 | 729 | 0.12% | 0.21% | 1551 | -2,463 | -43.26% | Q1 2026 | May 08, 2026 |
| Koa Wealth Management, LLC | History | Reduced | 3,391 | 729 | 0.53% | 0.59% | 1552 | -513 | -13.14% | Q1 2026 | Apr 29, 2026 |
| Advantage Trust Co | History | No change | 3,388 | 728 | 0.33% | 0.34% | 1553 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | No change | 3,379 | 726 | 0.11% | 0.1% | 1554 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 3,372 | 725 | 0.27% | 0.29% | 1555 | +3 | 0.09% | Q1 2026 | Apr 21, 2026 |
| SVRN Asset Management, LLC | History | Reduced | 3,369 | 724 | 0.7% | 0.74% | 1556 | -714 | -17.49% | Q1 2026 | May 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 3,362 | 723 | 0.09% | 0.1% | 1557 | -42 | -1.23% | Q1 2026 | Apr 15, 2026 |
| Pine Harbor Wealth Management, LLC | History | Added to | 3,366 | 723 | 0.22% | 0.22% | 1558 | +30 | 0.9% | Q1 2026 | Apr 28, 2026 |
| BCS Wealth Management | History | Reduced | 3,357 | 721 | 0.15% | 0.14% | 1559 | -2,949 | -46.76% | Q1 2026 | Apr 17, 2026 |
| Thompson David Blair | History | Reduced | 3,355 | 721 | 0.41% | 0.53% | 1561 | -901 | -21.17% | Q1 2026 | Aug 14, 2026 |
| Brown Miller Wealth Management, LLC | History | Reduced | 3,353 | 721 | 0.2% | 0.23% | 1560 | -505 | -13.09% | Q1 2026 | Apr 23, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 3,353 | 720 | 0.0% | 0.0% | 1562 | -427 | -11.3% | Q1 2026 | May 08, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 3,341 | 719 | 0.01% | 0.01% | 1563 | -22 | -0.65% | Q1 2026 | May 11, 2026 |
| Phillips Wealth Planners LLC | History | Added to | 3,128 | 714 | 0.54% | 0.42% | 1565 | +789 | 33.73% | Q1 2026 | May 14, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 3,322 | 714 | 0.41% | 0.44% | 1567 | +99 | 3.07% | Q1 2026 | Apr 22, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 3,324 | 714 | 0.24% | 0.25% | 1564 | -54 | -1.6% | Q1 2026 | Apr 21, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 3,323 | 714 | 0.24% | 0.24% | 1566 | -31 | -0.92% | Q1 2026 | May 13, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 3,312 | 712 | 0.2% | 0.19% | 1569 | +247 | 8.06% | Q1 2026 | May 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 3,315 | 712 | 0.05% | 0.05% | 1568 | +33 | 1.01% | Q1 2026 | Apr 20, 2026 |
| Independence Bank of Kentucky | History | No change | 3,302 | 710 | 0.09% | 0.09% | 1570 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 3,295 | 709 | 0.04% | 0.04% | 1571 | -109 | -3.2% | Q1 2026 | Apr 21, 2026 |
| Frisch Financial Group, Inc. | History | Reduced | 3,289 | 707 | 0.15% | 0.17% | 1572 | -223 | -6.35% | Q1 2026 | May 05, 2026 |
| Cannell & Spears LLC | History | Reduced | 3,282 | 705 | 0.01% | 0.02% | 1573 | -486 | -12.9% | Q1 2026 | May 15, 2026 |
| JGP Wealth Management, LLC | History | Added to | 3,269 | 703 | 0.07% | 0.07% | 1574 | +35 | 1.08% | Q1 2026 | Apr 08, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | Reduced | 3,267 | 702 | 0.06% | 0.07% | 1575 | -268 | -7.58% | Q1 2026 | Apr 22, 2026 |
| HFG Advisors, Inc. | History | No change | 3,260 | 701 | 0.49% | 0.52% | 1576 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 3,257 | 700 | 0.05% | 0.05% | 1577 | +182 | 5.92% | Q1 2026 | Apr 13, 2026 |
| Hilltop National Bank | History | Reduced | 3,247 | 698 | 0.17% | 0.17% | 1579 | -43 | -1.31% | Q1 2026 | Apr 02, 2026 |
| Texas Yale Capital Corp. | History | No change | 3,246 | 698 | 0.02% | 0.02% | 1578 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| DB&C Advisors, LLC | History | Reduced | 3,243 | 697 | 0.91% | 0.91% | 1580 | -55 | -1.67% | Q1 2026 | Apr 24, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 3,237 | 696 | 0.26% | 0.23% | 1583 | +273 | 9.21% | Q1 2026 | May 04, 2026 |
| Rise Advisors, LLC | History | Added to | 3,232 | 696 | 0.25% | 0.25% | 1582 | +12 | 0.37% | Q1 2026 | Apr 03, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 3,237 | 696 | 0.3% | 0.32% | 1584 | +8 | 0.25% | Q1 2026 | Apr 08, 2026 |
| Avion Wealth | History | Added to | 3,238 | 696 | 0.14% | 0.15% | 1581 | +4 | 0.12% | Q1 2026 | May 01, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 3,230 | 694 | 0.04% | 0.11% | 1585 | -4,181 | -56.42% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | New | 3,227 | 693 | 0.0% | — | 1588 | +3,227 | New | Q1 2026 | May 15, 2026 |
| St. Louis Trust Co | History | Reduced | 3,225 | 693 | 0.08% | 0.1% | 1586 | -645 | -16.67% | Q1 2026 | May 14, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 3,223 | 693 | 0.12% | 0.12% | 1587 | +189 | 6.23% | Q1 2026 | May 12, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 3,221 | 692 | 0.04% | 0.04% | 1589 | -60 | -1.83% | Q1 2026 | May 06, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Reduced | 3,212 | 690 | 0.03% | 0.03% | 1590 | -9 | -0.28% | Q1 2026 | Apr 14, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 3,141 | 690 | 0.06% | 0.06% | 1591 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 3,205 | 689 | 0.19% | 0.2% | 1592 | +11 | 0.34% | Q1 2026 | May 05, 2026 |
| Tanager Wealth Management LLP | History | Added to | 3,195 | 687 | 0.07% | 0.06% | 1593 | +633 | 24.71% | Q1 2026 | Apr 20, 2026 |
| Flagstone Financial Management | History | Reduced | 3,190 | 685 | 0.17% | 0.19% | 1594 | -141 | -4.23% | Q1 2026 | Apr 27, 2026 |
| Dunhill Financial, LLC | History | Added to | 3,173 | 682 | 0.16% | 0.16% | 1595 | +165 | 5.49% | Q1 2026 | May 06, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 3,173 | 682 | 0.44% | 0.45% | 1596 | +67 | 2.16% | Q1 2026 | Apr 10, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 3,166 | 680 | 0.07% | 0.08% | 1597 | -13 | -0.41% | Q1 2026 | Apr 23, 2026 |
| TMB Capital Partners, LLC | History | Added to | 3,154 | 678 | 0.23% | 0.23% | 1598 | +73 | 2.37% | Q1 2026 | May 08, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 3,149 | 677 | 0.05% | 0.05% | 1599 | -10 | -0.32% | Q1 2026 | Apr 20, 2026 |
| Farmers National Bank | History | Reduced | 3,147 | 676 | 0.15% | 0.16% | 1600 | -58 | -1.81% | Q1 2026 | Jun 08, 2026 |
| McLean Asset Management Corp | History | Added to | 3,125 | 672 | 0.12% | 0.12% | 1601 | +24 | 0.77% | Q1 2026 | Apr 22, 2026 |
| MPS Loria Financial Planners, LLC | History | Added to | 3,111 | 669 | 0.18% | 0.17% | 1602 | +18 | 0.58% | Q1 2026 | May 08, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | No change | 3,112 | 669 | 0.08% | 0.08% | 1603 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 3,102 | 667 | 0.17% | 0.18% | 1604 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 3,097 | 666 | 0.19% | 0.21% | 1606 | -329 | -9.6% | Q1 2026 | May 07, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 3,101 | 666 | 0.05% | 0.05% | 1605 | +29 | 0.94% | Q1 2026 | May 04, 2026 |
| Second Line Capital, LLC | History | Added to | 2,908 | 665 | 0.13% | 0.13% | 1607 | +11 | 0.38% | Q1 2026 | May 14, 2026 |
| Ballast, Inc. | History | No change | 3,091 | 664 | 0.15% | 0.16% | 1608 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Motiv8 Investments LLC | History | No change | 3,022 | 664 | 0.36% | 0.36% | 1609 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 3,087 | 663 | 0.05% | 0.06% | 1610 | -102 | -3.2% | Q1 2026 | Apr 17, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 2,990 | 662 | 0.13% | 0.13% | 1611 | +223 | 8.06% | Q1 2026 | Apr 15, 2026 |
| Welch Group, LLC | History | Reduced | 3,068 | 659 | 0.02% | 0.03% | 1612 | -89 | -2.82% | Q1 2026 | Apr 21, 2026 |
| Mason & Associates Inc | History | Added to | 3,132 | 659 | 0.13% | 0.13% | 1614 | +12 | 0.38% | Q1 2026 | Apr 30, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 3,002 | 659 | 0.22% | 0.22% | 1613 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Cadence Bank | History | No change | 2,986 | 656 | 0.04% | 0.04% | 1615 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 3,046 | 655 | 0.32% | 0.32% | 1616 | -10 | -0.33% | Q1 2026 | May 07, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 3,044 | 654 | 0.08% | 0.1% | 1617 | -608 | -16.65% | Q1 2026 | May 11, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 2,897 | 653 | 0.04% | 0.04% | 1618 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 3,027 | 651 | 0.24% | 0.25% | 1619 | +7 | 0.23% | Q1 2026 | Apr 20, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 3,026 | 650 | 0.06% | 0.06% | 1620 | +251 | 9.05% | Q1 2026 | Apr 10, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 3,021 | 649 | 0.37% | 0.33% | 1621 | -204 | -6.33% | Q1 2026 | May 04, 2026 |
| Clarity Wealth Development LLC | History | Reduced | 3,017 | 648 | 0.53% | 0.62% | 1623 | -301 | -9.07% | Q1 2026 | Apr 22, 2026 |
| Optas, LLC | History | No change | 3,017 | 648 | 0.1% | 0.1% | 1622 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Heritage Family Offices, LLP | History | No change | 3,008 | 646 | 0.29% | 0.3% | 1624 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 2,995 | 644 | 0.32% | 0.41% | 1625 | -717 | -19.32% | Q1 2026 | May 14, 2026 |
| Financial Life Planners | History | Reduced | 2,998 | 644 | 0.49% | 0.56% | 1626 | -564 | -15.83% | Q1 2026 | Apr 24, 2026 |
| American Money Management, LLC | History | Reduced | 2,991 | 643 | 0.1% | 0.1% | 1627 | -10 | -0.33% | Q1 2026 | May 11, 2026 |
| Summit Wealth Partners, LLC | History | New | 2,983 | 641 | 0.1% | — | 1628 | +2,983 | New | Q1 2026 | Apr 17, 2026 |
| Wright Wealth LLC | History | Added to | 2,968 | 638 | 0.43% | 0.35% | 1630 | +492 | 19.87% | Q1 2026 | May 15, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 2,879 | 638 | 0.12% | 0.13% | 1629 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 2,965 | 637 | 0.0% | 0.0% | 1631 | +600 | 25.37% | Q1 2026 | May 08, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 2,958 | 636 | 0.1% | 0.1% | 1632 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Fortune Financial Advisors, LLC | History | Reduced | 2,954 | 635 | 0.32% | 0.48% | 1633 | -264 | -8.2% | Q1 2026 | Apr 30, 2026 |
| Wealth Management Partners, LLC | History | Added to | 2,945 | 633 | 0.18% | 0.11% | 1635 | +1,114 | 60.84% | Q1 2026 | Apr 17, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 2,946 | 633 | 0.1% | 0.11% | 1634 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 2,940 | 632 | 0.03% | 0.03% | 1636 | +10 | 0.34% | Q1 2026 | May 12, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 2,941 | 632 | 0.44% | 0.44% | 1638 | +8 | 0.27% | Q1 2026 | May 08, 2026 |
| Hikari Tsushin, Inc. | History | No change | 2,942 | 632 | 0.04% | 0.04% | 1637 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Lauterbach Financial Advisors, LLC | History | No change | 2,941 | 632 | 0.31% | 0.32% | 1639 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ARS Wealth Advisors Group, LLC | History | Added to | 2,930 | 630 | 0.05% | 0.06% | 1640 | +5 | 0.17% | Q1 2026 | Apr 15, 2026 |
| JBR Co Financial Management Inc | History | No change | 2,867 | 630 | 0.26% | 0.26% | 1641 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 2,913 | 626 | 0.04% | 0.05% | 1642 | -110 | -3.64% | Q1 2026 | Apr 10, 2026 |
| Able Wealth Management LLC | History | Reduced | 2,915 | 626 | 0.17% | 0.21% | 1643 | -80 | -2.67% | Q1 2026 | Apr 24, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 2,907 | 625 | 0.01% | 0.01% | 1644 | -4 | -0.14% | Q1 2026 | May 13, 2026 |
| Baldwin Investment Management, LLC | History | Added to | 2,906 | 624 | 0.07% | 0.07% | 1645 | +7 | 0.24% | Q1 2026 | May 12, 2026 |
| CHRISTINE MESSMER PC | History | Reduced | 2,898 | 623 | 0.4% | 0.56% | 1647 | -981 | -25.29% | Q1 2026 | Apr 21, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Added to | 2,901 | 623 | 0.33% | 0.14% | 1646 | +524 | 22.04% | Q1 2026 | Apr 15, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 2,890 | 621 | 0.17% | 0.22% | 1649 | -743 | -20.45% | Q1 2026 | May 12, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 2,885 | 621 | 0.08% | 0.08% | 1648 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 2,885 | 620 | 0.21% | 0.21% | 1650 | -70 | -2.37% | Q1 2026 | May 15, 2026 |
| Sterling Financial Planning, Inc. | History | No change | 2,886 | 620 | 0.18% | 0.19% | 1651 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 2,877 | 618 | 0.02% | 0.02% | 1652 | +1 | 0.03% | Q1 2026 | May 14, 2026 |
| CITIZENS & NORTHERN CORP | History | No change | 2,866 | 616 | 0.15% | 0.16% | 1653 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 2,864 | 615 | 0.05% | 0.06% | 1654 | -538 | -15.81% | Q1 2026 | Apr 20, 2026 |
| Bensler, LLC | History | No change | 2,863 | 615 | 0.06% | 0.06% | 1655 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FCG Investment Co | History | New | 2,858 | 614 | 0.27% | — | 1658 | +2,858 | New | Q1 2026 | Apr 09, 2026 |
| Glassman Wealth Services | History | Reduced | 2,857 | 614 | 0.08% | 0.09% | 1657 | -256 | -8.22% | Q1 2026 | May 04, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 2,856 | 614 | 0.36% | 0.37% | 1656 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bowman & Co S.C. | History | No change | 2,792 | 613 | 0.26% | 0.26% | 1659 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SYM FINANCIAL Corp | History | Added to | 2,842 | 611 | 0.06% | 0.06% | 1660 | +40 | 1.43% | Q1 2026 | May 08, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 2,837 | 610 | 0.17% | 0.18% | 1661 | +85 | 3.09% | Q1 2026 | Apr 09, 2026 |
| DAHRING | CUSMANO LLC | History | Reduced | 2,831 | 608 | 0.37% | 0.43% | 1662 | -2 | -0.07% | Q1 2026 | May 05, 2026 |
| LifeGoal Investments, LLC | History | Added to | 2,815 | 607 | 0.35% | 0.41% | 1663 | +11 | 0.39% | Q1 2026 | Apr 14, 2026 |
| Alan B Lancz & Associates, Inc. | History | No change | 2,820 | 606 | 0.59% | 0.54% | 1664 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| DOVER ADVISORS, LLC | History | No change | 2,815 | 605 | 0.25% | 0.24% | 1665 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 2,811 | 604 | 0.12% | 0.11% | 1666 | +276 | 10.89% | Q1 2026 | May 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,798 | 602 | 0.01% | 0.01% | 1667 | +77 | 2.83% | Q1 2026 | May 01, 2026 |
| BSW Wealth Partners | History | Reduced | 2,797 | 601 | 0.07% | 0.08% | 1668 | -142 | -4.83% | Q1 2026 | Apr 14, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 2,795 | 601 | 0.07% | 0.06% | 1669 | +92 | 3.4% | Q1 2026 | May 04, 2026 |
| Bridgelight Financial Advisors, Inc. | History | Reduced | 2,795 | 601 | 0.51% | 0.53% | 1671 | -14 | -0.5% | Q1 2026 | Jul 30, 2026 |
| LIBRA WEALTH LLC | History | No change | 2,799 | 601 | 0.17% | 0.17% | 1670 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Clarity Financial LLC | History | Reduced | 2,793 | 600 | 0.07% | 0.06% | 1672 | -144 | -4.9% | Q1 2026 | May 01, 2026 |
| Financial Alternatives, Inc | History | Reduced | 2,773 | 596 | 0.32% | 0.36% | 1673 | -55 | -1.94% | Q1 2026 | May 01, 2026 |
| Walsh & Associates, LLC | History | No change | 2,773 | 596 | 0.59% | 0.6% | 1674 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CULBERTSON A N & CO INC | History | No change | 2,767 | 595 | 0.08% | 0.08% | 1675 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 2,761 | 593 | 0.02% | 0.02% | 1676 | +277 | 11.15% | Q1 2026 | May 13, 2026 |
| TopTier Wealth Management, LLC | History | No change | 2,754 | 592 | 0.36% | 0.41% | 1677 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Arsenal Capital Advisors LLC | History | Added to | 2,745 | 590 | 0.43% | 0.33% | 1679 | +622 | 29.3% | Q1 2026 | May 07, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Reduced | 2,746 | 590 | 0.34% | 0.39% | 1678 | -411 | -13.02% | Q1 2026 | Apr 09, 2026 |
| Alliance Wealth Management Group | History | Reduced | 2,741 | 589 | 0.13% | 0.14% | 1680 | -260 | -8.66% | Q1 2026 | Apr 29, 2026 |
| Towercrest Capital Management | History | Reduced | 2,741 | 589 | 0.09% | 0.1% | 1681 | -260 | -8.66% | Q1 2026 | May 01, 2026 |
| Innovative Wealth Building LLC | History | Added to | 2,731 | 587 | 0.41% | 0.38% | 1683 | +365 | 15.43% | Q1 2026 | May 01, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 2,730 | 587 | 0.05% | 0.04% | 1682 | +25 | 0.92% | Q1 2026 | Apr 29, 2026 |
| Johnson Wealth Management, LLC | History | No change | 2,731 | 587 | 0.28% | 0.3% | 1684 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 2,726 | 586 | 0.09% | 0.09% | 1685 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 2,722 | 585 | 0.47% | 0.48% | 1686 | +171 | 6.7% | Q1 2026 | May 15, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 2,717 | 584 | 0.22% | 0.25% | 1687 | -312 | -10.3% | Q1 2026 | Apr 23, 2026 |
| Bogart Wealth, LLC | History | Added to | 2,709 | 582 | 0.02% | 0.01% | 1688 | +1,198 | 79.29% | Q1 2026 | Apr 28, 2026 |
| Tannin Capital LLC | History | Added to | 2,709 | 582 | 0.42% | 0.38% | 1690 | +778 | 40.29% | Q1 2026 | May 12, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 2,710 | 582 | 0.17% | 0.18% | 1689 | +1 | 0.04% | Q1 2026 | May 05, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 2,700 | 580 | 0.03% | 0.02% | 1691 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | No change | 2,701 | 580 | 0.37% | 0.4% | 1692 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Lakeside Advisors, INC. | History | Added to | 2,688 | 578 | 0.39% | 0.34% | 1695 | +300 | 12.56% | Q1 2026 | Apr 30, 2026 |
| Claro Advisors Inc. | History | Reduced | 2,688 | 578 | 0.07% | 0.08% | 1694 | -57 | -2.08% | Q1 2026 | Apr 21, 2026 |
| Pointe Capital Management LLC | History | No change | 2,690 | 578 | 0.29% | 0.29% | 1693 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 2,676 | 575 | 0.11% | 0.11% | 1696 | +21 | 0.79% | Q1 2026 | May 13, 2026 |
| Hopwood Financial Services, Inc. | History | No change | 2,677 | 575 | 0.39% | 0.41% | 1697 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Essential Planning, LLC. | History | Reduced | 2,667 | 573 | 0.18% | 0.21% | 1699 | -386 | -12.64% | Q1 2026 | Apr 22, 2026 |
| Stone Summit Wealth LLC | History | No change | 2,669 | 573 | 0.16% | 0.16% | 1698 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| KFA Private Wealth Group, LLC | History | Reduced | 2,660 | 572 | 0.14% | 0.14% | 1700 | -5 | -0.19% | Q1 2026 | Apr 20, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | No change | 2,662 | 572 | 0.22% | 0.28% | 1701 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Avestar Capital, LLC | History | New | 2,658 | 571 | 0.04% | — | 1703 | +2,658 | New | Q1 2026 | May 13, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 2,652 | 571 | 0.14% | 0.13% | 1702 | +14 | 0.53% | Q1 2026 | May 12, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 2,651 | 570 | 0.21% | 0.22% | 1704 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| GAMMA Investing LLC | History | Added to | 2,647 | 569 | 0.03% | 0.03% | 1706 | +54 | 2.08% | Q1 2026 | Apr 06, 2026 |
| Planned Solutions, Inc. | History | Added to | 2,647 | 569 | 0.19% | 0.19% | 1705 | +8 | 0.3% | Q1 2026 | Apr 09, 2026 |
| CERTUITY, LLC | History | Added to | 2,639 | 567 | 0.04% | 0.02% | 1707 | +1,325 | 100.84% | Q1 2026 | May 11, 2026 |
| Constant Guidance Financial LLC | History | New | 2,631 | 565 | 0.39% | — | 1708 | +2,631 | New | Q1 2026 | May 15, 2026 |
| Values Added Financial LLC | History | Reduced | 2,625 | 564 | 0.24% | 0.3% | 1709 | -562 | -17.63% | Q1 2026 | Apr 20, 2026 |
| KPP Advisory Services LLC | History | Reduced | 2,623 | 564 | 0.08% | 0.09% | 1710 | -77 | -2.85% | Q1 2026 | Apr 24, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 2,623 | 564 | 0.26% | 0.27% | 1711 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Carrera Capital Advisors | History | Added to | 2,618 | 563 | 0.09% | 0.1% | 1712 | +11 | 0.42% | Q1 2026 | May 04, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | Reduced | 2,671 | 562 | 0.46% | 0.48% | 1714 | -255 | -8.71% | Q1 2026 | May 04, 2026 |
| Gradient Investments LLC | History | Added to | 2,615 | 562 | 0.01% | 0.01% | 1713 | +16 | 0.62% | Q1 2026 | Apr 13, 2026 |
| United Advisor Group, LLC | History | Reduced | 2,604 | 560 | 0.07% | 0.08% | 1716 | -136 | -4.96% | Q1 2026 | Apr 17, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 2,607 | 560 | 0.05% | 0.05% | 1715 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Roble, Belko & Company, Inc | History | No change | 2,601 | 559 | 0.07% | 0.07% | 1717 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| PCM Encore, LLC | History | Added to | 2,595 | 558 | 0.11% | 0.11% | 1720 | +279 | 12.05% | Q1 2026 | May 12, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 2,598 | 558 | 0.08% | 0.08% | 1718 | +2 | 0.08% | Q1 2026 | May 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 2,595 | 558 | 0.03% | 0.03% | 1719 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Covenant Asset Management, LLC | History | Added to | 2,593 | 557 | 0.08% | 0.07% | 1721 | +35 | 1.37% | Q1 2026 | Apr 14, 2026 |
| Beckerman Institutional, LLC | History | No change | 2,592 | 557 | 0.3% | 0.32% | 1722 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Everest Financial Group LLC | History | New | 2,576 | 554 | 0.09% | — | 1723 | +2,576 | New | Q1 2026 | May 15, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 2,563 | 551 | 0.07% | 0.08% | 1724 | -172 | -6.29% | Q1 2026 | Apr 27, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 2,554 | 549 | 0.07% | 0.08% | 1726 | +22 | 0.87% | Q1 2026 | May 12, 2026 |
| ForthRight Wealth Management, LLC | History | Added to | 2,553 | 549 | 0.16% | 0.16% | 1725 | +1 | 0.04% | Q1 2026 | May 12, 2026 |
| Heck Capital Advisors, LLC | History | No change | 2,546 | 547 | 0.04% | 0.04% | 1727 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 2,542 | 546 | 0.23% | 0.24% | 1728 | -19 | -0.74% | Q1 2026 | Apr 21, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 2,538 | 545 | 0.15% | 0.14% | 1729 | +115 | 4.75% | Q1 2026 | May 12, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 2,532 | 544 | 0.28% | 0.29% | 1731 | +22 | 0.88% | Q1 2026 | Apr 21, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 2,531 | 544 | 0.02% | 0.02% | 1730 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Uniting Wealth Partners, LLC | History | Reduced | 2,521 | 542 | 0.12% | 0.18% | 1733 | -88 | -3.37% | Q1 2026 | Apr 22, 2026 |
| Beacon Financial Strategies CORP | History | Reduced | 2,521 | 542 | 0.31% | 0.31% | 1734 | -47 | -1.83% | Q1 2026 | Apr 08, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 2,521 | 542 | 0.24% | 0.23% | 1732 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 2,517 | 541 | 0.17% | 0.17% | 1735 | +2 | 0.08% | Q1 2026 | May 01, 2026 |
| RS CRUM INC. | History | No change | 2,510 | 539 | 0.1% | 0.11% | 1736 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BALANCED WEALTH GROUP LLC | History | Reduced | 2,506 | 538 | 0.19% | 0.3% | 1738 | -1,304 | -34.23% | Q1 2026 | Apr 23, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 2,504 | 538 | 0.01% | 0.02% | 1737 | -712 | -22.14% | Q1 2026 | May 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 2,501 | 537 | 0.08% | 0.09% | 1739 | -154 | -5.8% | Q1 2026 | May 11, 2026 |
| Berman McAleer LLC | History | No change | 2,495 | 536 | 0.07% | 0.07% | 1740 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Added to | 2,490 | 535 | 0.03% | 0.01% | 1741 | +1,350 | 118.42% | Q1 2026 | Apr 17, 2026 |
| Breakwater Capital Group | History | Reduced | 2,489 | 535 | 0.07% | 0.08% | 1742 | -26 | -1.03% | Q1 2026 | Apr 20, 2026 |
| EWA, LLC | History | Added to | 2,481 | 533 | 0.12% | 0.13% | 1743 | +10 | 0.4% | Q1 2026 | Apr 23, 2026 |
| TRUST CO OF OKLAHOMA | History | Reduced | 2,475 | 532 | 0.15% | 0.19% | 1744 | -437 | -15.01% | Q1 2026 | Apr 20, 2026 |
| Catalyst Investment Management LLC | History | Reduced | 2,335 | 531 | 0.59% | 1.17% | 1748 | -3,274 | -58.37% | Q1 2026 | Apr 23, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 2,453 | 531 | 0.03% | 0.02% | 1745 | +905 | 58.46% | Q1 2026 | Apr 07, 2026 |
| Strive Financial Group ,LLC | History | Reduced | 2,470 | 531 | 0.28% | 0.31% | 1749 | -159 | -6.05% | Q1 2026 | May 15, 2026 |
| Oak Asset Management, LLC | History | No change | 2,473 | 531 | 0.18% | 0.19% | 1746 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 2,472 | 531 | 0.11% | 0.11% | 1747 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 2,465 | 530 | 0.24% | 0.24% | 1750 | -11 | -0.44% | Q1 2026 | May 13, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 2,460 | 529 | 0.18% | 0.14% | 1751 | +859 | 53.65% | Q1 2026 | May 14, 2026 |
| Cannon Advisors, Inc. | History | Added to | 2,458 | 528 | 0.39% | 0.21% | 1753 | +1,160 | 89.37% | Q1 2026 | Apr 24, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 2,338 | 528 | 0.03% | 0.02% | 1752 | +1,045 | 80.82% | Q1 2026 | Apr 22, 2026 |
| Sequent Asset Management, LLC | History | No change | 2,452 | 527 | 0.25% | 0.24% | 1754 | 0 | 0.0% | Q1 2026 | Jul 21, 2026 |
| Third View Private Wealth, LLC | History | New | 2,445 | 525 | 0.07% | — | 1756 | +2,445 | New | Q1 2026 | Apr 15, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 2,442 | 525 | 0.09% | 0.09% | 1755 | +2 | 0.08% | Q1 2026 | Apr 07, 2026 |
| JB Capital LLC | History | Reduced | 2,439 | 524 | 0.02% | 0.03% | 1757 | -679 | -21.78% | Q1 2026 | Apr 27, 2026 |
| Indie Asset Partners, LLC | History | Added to | 2,434 | 523 | 0.6% | 0.56% | 1758 | +135 | 5.87% | Q1 2026 | May 08, 2026 |
| IBEX WEALTH ADVISORS | History | New | 2,428 | 522 | 0.05% | — | 1759 | +2,428 | New | Q1 2026 | Apr 30, 2026 |
| Seek First Inc. | History | Reduced | 2,423 | 521 | 0.37% | 0.45% | 1761 | -549 | -18.47% | Q1 2026 | Apr 23, 2026 |
| River Street Advisors LLC | History | Reduced | 2,424 | 521 | 0.18% | 0.2% | 1760 | -40 | -1.62% | Q1 2026 | Apr 21, 2026 |
| North Capital, Inc. | History | No change | 2,424 | 521 | 0.44% | 0.46% | 1762 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| UNIQUE WEALTH, LLC | History | New | 2,411 | 518 | 0.07% | — | 1764 | +2,411 | New | Q1 2026 | Apr 21, 2026 |
| CX Institutional | History | Reduced | 2,408 | 518 | 0.02% | 0.02% | 1763 | -426 | -15.03% | Q1 2026 | Apr 06, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 2,405 | 517 | 0.07% | 0.09% | 1765 | -317 | -11.65% | Q1 2026 | May 11, 2026 |
| Brookmont Capital Management | History | Added to | 2,403 | 516 | 0.29% | 0.24% | 1766 | +478 | 24.83% | Q1 2026 | May 15, 2026 |
| Paulson Wealth Management Inc. | History | No change | 2,399 | 516 | 0.12% | 0.12% | 1767 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sachetta, LLC | History | Reduced | 2,396 | 515 | 0.28% | 0.3% | 1768 | -98 | -3.93% | Q1 2026 | May 01, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 2,390 | 513 | 0.07% | 0.08% | 1769 | -53 | -2.17% | Q1 2026 | Apr 21, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | New | 2,381 | 512 | 0.09% | — | 1773 | +2,381 | New | Q1 2026 | May 01, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 2,381 | 512 | 0.37% | 0.44% | 1771 | -666 | -21.86% | Q1 2026 | May 05, 2026 |
| Aspire Growth Partners LLC | History | Reduced | 2,382 | 512 | 0.35% | 0.37% | 1772 | -37 | -1.53% | Q1 2026 | Apr 17, 2026 |
| Clarus Group, Inc. | History | Reduced | 2,384 | 512 | 0.18% | 0.19% | 1770 | -7 | -0.29% | Q1 2026 | Apr 21, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 2,379 | 511 | 0.05% | 0.06% | 1774 | -35 | -1.45% | Q1 2026 | Apr 20, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 2,374 | 510 | 0.04% | 0.05% | 1775 | -28 | -1.17% | Q1 2026 | May 05, 2026 |
| Red Tortoise LLC | History | Added to | 2,374 | 510 | 0.21% | 0.22% | 1776 | +6 | 0.25% | Q1 2026 | Apr 21, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 2,367 | 509 | 0.06% | 0.06% | 1777 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Apeiron RIA LLC | History | No change | 2,364 | 508 | 0.12% | 0.11% | 1778 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Stratos Investment Management, LLC | History | Added to | 2,358 | 507 | 0.02% | 0.02% | 1779 | +350 | 17.43% | Q1 2026 | Apr 28, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 2,362 | 507 | 0.06% | 0.06% | 1780 | -80 | -3.28% | Q1 2026 | Apr 10, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 2,357 | 506 | 0.21% | 0.22% | 1781 | +8 | 0.34% | Q1 2026 | Apr 15, 2026 |
| XTX Topco Ltd | History | Reduced | 2,345 | 504 | 0.01% | 0.06% | 1783 | -7,437 | -76.03% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 2,348 | 504 | 0.0% | 0.0% | 1782 | +725 | 44.67% | Q1 2026 | May 06, 2026 |
| Key FInancial Inc | History | Added to | 2,343 | 503 | 0.09% | 0.09% | 1785 | +72 | 3.17% | Q1 2026 | Apr 24, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 2,342 | 503 | 0.07% | 0.07% | 1784 | -17 | -0.72% | Q1 2026 | Apr 24, 2026 |
| Walker Asset Management, LLC | History | No change | 2,342 | 503 | 0.27% | 0.28% | 1786 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Long Island Wealth Management, Inc. | History | No change | 2,340 | 503 | 0.23% | 0.24% | 1787 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 2,330 | 501 | 0.08% | 0.09% | 1788 | -160 | -6.43% | Q1 2026 | Apr 23, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Added to | 2,322 | 499 | 0.27% | 0.24% | 1790 | +304 | 15.06% | Q1 2026 | Apr 09, 2026 |
| Abound Wealth Management | History | Added to | 2,324 | 499 | 0.11% | 0.11% | 1791 | +258 | 12.49% | Q1 2026 | Apr 10, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 2,320 | 499 | 0.09% | 0.09% | 1789 | +1 | 0.04% | Q1 2026 | May 12, 2026 |
| O'Brien Greene & Co. Inc | History | Reduced | 2,319 | 498 | 0.14% | 0.16% | 1792 | -141 | -5.73% | Q1 2026 | May 06, 2026 |
| MAIRS & POWER INC | History | Reduced | 2,300 | 494 | 0.01% | 0.01% | 1793 | -77 | -3.24% | Q1 2026 | May 13, 2026 |
| American Capital Advisory, LLC | History | No change | 2,299 | 494 | 0.2% | 0.22% | 1794 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FreeGulliver LLC | History | No change | 2,300 | 494 | 0.21% | 0.19% | 1795 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Operose Advisors LLC | History | Added to | 2,293 | 493 | 0.11% | 0.12% | 1796 | +30 | 1.33% | Q1 2026 | May 12, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 2,294 | 493 | 0.33% | 0.32% | 1797 | +9 | 0.39% | Q1 2026 | Apr 21, 2026 |
| 1776 Wealth LLC | History | No change | 2,289 | 492 | 0.19% | 0.19% | 1798 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Herold Advisors, Inc. | History | No change | 2,292 | 492 | 0.11% | 0.11% | 1799 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Added to | 2,188 | 490 | 0.28% | 0.3% | 1800 | +4 | 0.18% | Q1 2026 | Apr 17, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 2,266 | 487 | 0.1% | 0.11% | 1801 | -222 | -8.92% | Q1 2026 | Apr 20, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 2,265 | 487 | 0.05% | 0.06% | 1802 | -54 | -2.33% | Q1 2026 | May 11, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Added to | 2,261 | 486 | 0.31% | 0.33% | 1803 | +12 | 0.53% | Q1 2026 | Apr 21, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 2,258 | 485 | 0.14% | 0.16% | 1804 | -248 | -9.9% | Q1 2026 | May 07, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 2,250 | 483 | 0.0% | 0.0% | 1805 | -75 | -3.23% | Q1 2026 | May 15, 2026 |
| Donalies Financial Planning, LLC | History | Reduced | 2,238 | 481 | 0.41% | 0.55% | 1807 | -716 | -24.24% | Q1 2026 | May 05, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | No change | 2,234 | 481 | 0.09% | 0.08% | 1806 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 2,236 | 480 | 0.04% | 0.04% | 1808 | -31 | -1.37% | Q1 2026 | May 06, 2026 |
| Prosperity Advisers, LLC | History | No change | 2,233 | 480 | 0.4% | 0.4% | 1809 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 2,230 | 479 | 0.19% | 0.18% | 1810 | +170 | 8.25% | Q1 2026 | May 07, 2026 |
| Significant Wealth Partners LLC | History | New | 2,226 | 478 | 0.59% | — | 1813 | +2,226 | New | Q1 2026 | Apr 08, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 2,225 | 478 | 0.02% | 0.01% | 1811 | +1,322 | 146.4% | Q1 2026 | Apr 21, 2026 |
| Rydar Equities, Inc. | History | Added to | 2,224 | 478 | 0.37% | 0.38% | 1812 | +9 | 0.41% | Q1 2026 | Apr 13, 2026 |
| Cordoba Advisory Partners LLC | History | Reduced | 2,216 | 476 | 0.13% | 0.22% | 1815 | -1,822 | -45.12% | Q1 2026 | Apr 28, 2026 |
| MYECFO, LLC | History | Reduced | 2,214 | 476 | 0.2% | 0.21% | 1814 | -18 | -0.81% | Q1 2026 | Apr 07, 2026 |
| RIA Advisory Group LLC | History | Reduced | 2,204 | 474 | 0.11% | 0.34% | 1817 | -4,173 | -65.44% | Q1 2026 | Apr 23, 2026 |
| Blankinship & Foster, LLC | History | No change | 2,206 | 474 | 0.1% | 0.1% | 1816 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 2,201 | 473 | 0.03% | 0.03% | 1821 | -83 | -3.63% | Q1 2026 | Apr 16, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 2,203 | 473 | 0.25% | 0.26% | 1819 | +54 | 2.51% | Q1 2026 | May 14, 2026 |
| CCM INVESTMENT ADVISERS LLC | History | No change | 2,200 | 473 | 0.05% | 0.05% | 1818 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Elyxium Wealth, LLC | History | No change | 2,200 | 473 | 0.15% | 0.13% | 1820 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ONE Advisory Partners, LLC | History | No change | 2,197 | 472 | 0.15% | 0.15% | 1822 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 2,177 | 468 | 0.15% | 0.24% | 1823 | +2 | 0.09% | Q1 2026 | Apr 20, 2026 |
| JHP Wealth Management, LLC | History | Added to | 2,172 | 467 | 0.45% | 0.46% | 1824 | +9 | 0.42% | Q1 2026 | May 14, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 2,169 | 466 | 0.23% | 0.25% | 1826 | -54 | -2.43% | Q1 2026 | Apr 22, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Added to | 2,167 | 466 | 0.17% | 0.17% | 1825 | +40 | 1.88% | Q1 2026 | Apr 15, 2026 |
| S.A. Mason LLC | History | Reduced | 2,164 | 465 | 0.17% | 0.2% | 1828 | -175 | -7.48% | Q1 2026 | Apr 27, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 2,080 | 465 | 0.01% | 0.01% | 1827 | +120 | 6.12% | Q1 2026 | May 15, 2026 |
| InvesTrust | History | No change | 2,163 | 465 | 0.2% | 0.18% | 1829 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| NVWM, LLC | History | Added to | 2,160 | 464 | 0.1% | 0.1% | 1830 | +9 | 0.42% | Q1 2026 | Apr 27, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | No change | 2,155 | 463 | 0.37% | 0.38% | 1831 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Costello Asset Management, INC | History | Added to | 2,147 | 461 | 0.16% | 0.13% | 1836 | +407 | 23.39% | Q1 2026 | Apr 30, 2026 |
| PKS Advisory Services, LLC | History | Added to | 2,144 | 461 | 0.11% | 0.1% | 1834 | +80 | 3.88% | Q1 2026 | May 13, 2026 |
| Demars Financial Group, LLC | History | Reduced | 2,146 | 461 | 0.15% | 0.16% | 1835 | -55 | -2.5% | Q1 2026 | Apr 29, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Reduced | 2,148 | 461 | 0.02% | 0.02% | 1833 | -16 | -0.74% | Q1 2026 | May 11, 2026 |
| WELCH & FORBES LLC | History | No change | 2,145 | 461 | 0.01% | 0.01% | 1832 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| American Trust | History | Added to | 2,143 | 460 | 0.04% | 0.04% | 1837 | +24 | 1.13% | Q1 2026 | May 01, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 2,127 | 457 | 0.15% | 0.13% | 1838 | +251 | 13.38% | Q1 2026 | May 15, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 2,062 | 456 | 0.05% | 0.11% | 1839 | -1,778 | -46.3% | Q1 2026 | Apr 22, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | No change | 2,122 | 456 | 0.33% | 0.35% | 1840 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 2,118 | 455 | 0.27% | 0.31% | 1841 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Pacific Point Advisors, LLC | History | Reduced | 2,109 | 453 | 0.24% | 0.59% | 1843 | -2,869 | -57.63% | Q1 2026 | May 04, 2026 |
| Southland Equity Partners LLC | History | Added to | 2,109 | 453 | 0.09% | 0.09% | 1842 | +2 | 0.09% | Q1 2026 | Apr 14, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Added to | 2,094 | 450 | 0.15% | 0.09% | 1845 | +784 | 59.85% | Q1 2026 | Apr 22, 2026 |
| HMS Capital Management, LLC | History | Added to | 2,093 | 450 | 0.17% | 0.15% | 1844 | +486 | 30.24% | Q1 2026 | Apr 22, 2026 |
| Stone Wealth Partners | History | New | 2,091 | 449 | 0.4% | — | 1848 | +2,091 | New | Q1 2026 | May 07, 2026 |
| Private Wealth Group, LLC | History | Added to | 2,092 | 449 | 0.21% | 0.18% | 1846 | +383 | 22.41% | Q1 2026 | Apr 23, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 2,080 | 449 | 0.1% | 0.1% | 1847 | -29 | -1.38% | Q1 2026 | Apr 08, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 2,087 | 448 | 0.04% | 0.05% | 1850 | -179 | -7.9% | Q1 2026 | Apr 16, 2026 |
| Hibernia Wealth Partners, LLC | History | No change | 2,086 | 448 | 0.13% | 0.14% | 1849 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| DAVIDSON TRUST CO | History | No change | 2,072 | 445 | 0.19% | 0.19% | 1851 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Gilman Hill Asset Management, LLC | History | No change | 2,070 | 445 | 0.07% | 0.07% | 1852 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 2,066 | 444 | 0.06% | 0.06% | 1854 | -130 | -5.92% | Q1 2026 | May 12, 2026 |
| Trust Co | History | Added to | 2,068 | 444 | 0.04% | 0.04% | 1853 | +4 | 0.19% | Q1 2026 | Apr 13, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 2,068 | 444 | 0.21% | 0.23% | 1855 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Caerus Investment Advisors, LLC | History | Reduced | 2,063 | 443 | 0.18% | 0.19% | 1859 | -586 | -22.12% | Q1 2026 | Jun 01, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 1,988 | 443 | 0.09% | 0.11% | 1856 | -284 | -12.5% | Q1 2026 | Apr 15, 2026 |
| Palumbo Wealth Management LLC | History | Added to | 2,064 | 443 | 0.11% | 0.11% | 1858 | +4 | 0.19% | Q1 2026 | May 12, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 2,061 | 443 | 0.05% | 0.05% | 1857 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| First Bank & Trust | History | Reduced | 2,056 | 442 | 0.07% | 0.07% | 1860 | -9 | -0.44% | Q1 2026 | Apr 10, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 2,057 | 442 | 0.04% | 0.04% | 1861 | +1 | 0.05% | Q1 2026 | May 11, 2026 |
| NCM Capital Management, LLC | History | No change | 2,053 | 441 | 0.16% | 0.17% | 1862 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Chaney Capital Management, Inc. | History | No change | 2,055 | 441 | 0.16% | 0.16% | 1863 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 2,050 | 440 | 0.15% | 0.16% | 1866 | -6 | -0.29% | Q1 2026 | Apr 27, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 2,047 | 440 | 0.06% | 0.06% | 1865 | +5 | 0.24% | Q1 2026 | Apr 07, 2026 |
| DOLIVER ADVISORS, LP | History | No change | 2,050 | 440 | 0.1% | 0.11% | 1864 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 2,043 | 439 | 0.03% | 0.03% | 1867 | +6 | 0.29% | Q1 2026 | Apr 29, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 2,039 | 438 | 0.03% | 0.03% | 1868 | +14 | 0.69% | Q1 2026 | May 21, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 2,034 | 437 | 0.2% | 0.21% | 1869 | -5 | -0.25% | Q1 2026 | Apr 20, 2026 |
| Chemistry Wealth Management LLC | History | New | 2,031 | 436 | 0.08% | — | 1872 | +2,031 | New | Q1 2026 | Apr 09, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 1,908 | 436 | 0.16% | 0.17% | 1870 | -17 | -0.88% | Q1 2026 | May 08, 2026 |
| NESTEGG ADVISORS, INC. | History | Reduced | 2,032 | 436 | 0.38% | 0.38% | 1871 | -5 | -0.25% | Q1 2026 | Apr 08, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 2,001 | 430 | 0.01% | 0.0% | 1874 | +1,626 | 433.6% | Q1 2026 | May 13, 2026 |
| Pacific Center for Financial Services | History | Reduced | 2,002 | 430 | 0.11% | 0.13% | 1875 | -281 | -12.31% | Q1 2026 | May 12, 2026 |
| Tempo Wealth, LLC | History | Added to | 2,004 | 430 | 0.07% | 0.07% | 1877 | +158 | 8.56% | Q1 2026 | May 14, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 2,001 | 430 | 0.01% | 0.01% | 1873 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Finer Wealth Management, Inc. | History | No change | 2,000 | 430 | 0.22% | 0.21% | 1876 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Carroll Advisory Group, LLC | History | Added to | 1,999 | 429 | 0.17% | 0.18% | 1880 | +139 | 7.47% | Q1 2026 | Apr 22, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Reduced | 1,997 | 429 | 0.13% | 0.15% | 1878 | -110 | -5.22% | Q1 2026 | Apr 14, 2026 |
| Millington Financial Advisors, LLC | History | No change | 1,900 | 429 | 0.18% | 0.19% | 1879 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Reduced | 1,987 | 427 | 0.08% | 0.08% | 1881 | -58 | -2.84% | Q1 2026 | Apr 17, 2026 |
| Commonwealth Retirement Investments LLC | History | Added to | 1,985 | 426 | 0.13% | 0.12% | 1882 | +254 | 14.67% | Q1 2026 | May 11, 2026 |
| Manske Wealth Management | History | Reduced | 1,980 | 425 | 0.12% | 0.14% | 1883 | -250 | -11.21% | Q1 2026 | Apr 30, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 1,973 | 424 | 0.12% | 0.11% | 1884 | +154 | 8.47% | Q1 2026 | Apr 27, 2026 |
| Old Peak Finance LLC | History | No change | 1,975 | 424 | 0.25% | 0.27% | 1885 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Redwood Investment Management, LLC | History | Added to | 1,964 | 422 | 0.05% | 0.05% | 1886 | +8 | 0.41% | Q1 2026 | Jun 23, 2026 |
| First Western Trust Bank | History | Reduced | 1,954 | 420 | 0.02% | 0.02% | 1888 | -208 | -9.62% | Q1 2026 | May 12, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 1,957 | 420 | 0.09% | 0.09% | 1887 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Santori & Peters, Inc. | History | Added to | 1,950 | 419 | 0.13% | 0.15% | 1889 | +2 | 0.1% | Q1 2026 | May 07, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 1,925 | 418 | 0.3% | 0.3% | 1891 | -140 | -6.78% | Q1 2026 | Apr 16, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 1,946 | 418 | 0.27% | 0.28% | 1892 | +26 | 1.35% | Q1 2026 | Apr 27, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | No change | 1,947 | 418 | 0.08% | 0.08% | 1890 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 1,942 | 417 | 0.1% | 0.1% | 1893 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 1,934 | 416 | 0.02% | 0.02% | 1894 | -15 | -0.77% | Q1 2026 | Apr 09, 2026 |
| Jupiter Wealth Management LLC | History | No change | 1,821 | 416 | 0.16% | 0.18% | 1895 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Strategent Financial, LLC | History | No change | 1,935 | 416 | 0.28% | 0.27% | 1896 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| GLR Partners, LLC | History | New | 1,931 | 415 | 0.23% | — | 1899 | +1,931 | New | Q1 2026 | May 13, 2026 |
| Shelter Rock Management, LLC | History | Added to | 1,932 | 415 | 0.44% | 0.43% | 1898 | +1 | 0.05% | Q1 2026 | Apr 10, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 1,932 | 415 | 0.12% | 0.12% | 1897 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| tru Independence LLC | History | Reduced | 1,928 | 414 | 0.2% | 0.13% | 1900 | -395 | -17.0% | Q1 2026 | Apr 22, 2026 |
| Howard Capital Management Group, LLC | History | No change | 1,926 | 414 | 0.03% | 0.03% | 1901 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Northwest Financial Advisors | History | Reduced | 1,924 | 413 | 0.8% | 1.36% | 1906 | -1,080 | -35.95% | Q1 2026 | Apr 24, 2026 |
| Sather Financial Group Inc | History | Added to | 1,922 | 413 | 0.03% | 0.02% | 1902 | +271 | 16.41% | Q1 2026 | Apr 29, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 1,925 | 413 | 0.18% | 0.2% | 1905 | +97 | 5.31% | Q1 2026 | Apr 24, 2026 |
| Faithward Advisors, LLC | History | Reduced | 1,922 | 413 | 0.06% | 0.06% | 1903 | -13 | -0.67% | Q1 2026 | Apr 17, 2026 |
| Symmetry Partners, LLC | History | No change | 1,924 | 413 | 0.02% | 0.02% | 1904 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 1,924 | 413 | 0.09% | 0.09% | 1907 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CURA WEALTH ADVISORS, LLC | History | No change | 1,922 | 413 | 0.18% | 0.16% | 1908 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Gallagher Capital Advisors, LLC | History | Added to | 2,569 | 411 | 0.28% | 0.24% | 1911 | +908 | 54.67% | Q1 2026 | May 05, 2026 |
| Smart Money Group LLC | History | Reduced | 1,915 | 411 | 0.12% | 0.13% | 1909 | -53 | -2.69% | Q1 2026 | May 05, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | No change | 1,912 | 411 | 0.22% | 0.18% | 1910 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 1,910 | 410 | 0.13% | 0.17% | 1914 | -503 | -20.85% | Q1 2026 | May 08, 2026 |
| Disciplined Investments, LLC | History | Reduced | 1,907 | 410 | 0.15% | 0.16% | 1913 | -28 | -1.45% | Q1 2026 | May 12, 2026 |
| Madrona Financial Services, LLC | History | No change | 1,907 | 410 | 0.09% | 0.09% | 1912 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BostonPremier Wealth LLC | History | No change | 1,906 | 409 | 0.21% | 0.21% | 1915 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| LMG Wealth Partners, LLC | History | Reduced | 1,893 | 407 | 0.07% | 0.1% | 1917 | -450 | -19.21% | Q1 2026 | Apr 17, 2026 |
| FourThought Financial Partners, LLC | History | No change | 1,896 | 407 | 0.04% | 0.04% | 1916 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 1,788 | 406 | 0.16% | 0.16% | 1918 | -37 | -2.03% | Q1 2026 | Apr 27, 2026 |
| Portland Financial Advisors Inc | History | No change | 1,885 | 405 | 0.84% | 0.88% | 1919 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WASHINGTON TRUST BANK | History | New | 1,880 | 404 | 0.03% | — | 1921 | +1,880 | New | Q1 2026 | May 07, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,883 | 404 | 0.24% | 0.24% | 1920 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | Added to | 1,878 | 403 | 0.16% | 0.17% | 1922 | +4 | 0.21% | Q1 2026 | Apr 27, 2026 |
| Liberty Capital Management, Inc. | History | No change | 1,834 | 403 | 0.08% | 0.08% | 1923 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Manchester Capital Management LLC | History | Reduced | 1,870 | 402 | 0.06% | 0.06% | 1924 | -16 | -0.85% | Q1 2026 | May 11, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Reduced | 1,864 | 400 | 0.27% | 0.27% | 1926 | -120 | -6.05% | Q1 2026 | May 14, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 1,862 | 400 | 0.03% | 0.03% | 1925 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DIVIDEND ASSETS CAPITAL, LLC | History | Reduced | 1,854 | 398 | 0.08% | 0.09% | 1927 | -207 | -10.04% | Q1 2026 | Apr 28, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 1,855 | 398 | 0.08% | 0.09% | 1928 | -76 | -3.94% | Q1 2026 | Apr 21, 2026 |
| Vines Capital Management, LLC | History | Reduced | 1,848 | 397 | 0.39% | 0.42% | 1930 | -134 | -6.76% | Q1 2026 | May 12, 2026 |
| WILSEY ASSET MANAGEMENT INC | History | No change | 1,846 | 397 | 0.06% | 0.06% | 1929 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 1,838 | 395 | 0.31% | 0.49% | 1935 | -915 | -33.24% | Q1 2026 | Apr 07, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 1,840 | 395 | 0.09% | 0.09% | 1932 | -13 | -0.7% | Q1 2026 | May 08, 2026 |
| Elite Financial, Inc. | History | Added to | 1,839 | 395 | 0.18% | 0.18% | 1934 | +4 | 0.22% | Q1 2026 | May 12, 2026 |
| WHITE PINE CAPITAL LLC | History | No change | 1,840 | 395 | 0.11% | 0.11% | 1931 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | No change | 1,840 | 395 | 0.11% | 0.12% | 1933 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Hamilton Capital, LLC | History | Added to | 1,827 | 392 | 0.02% | 0.02% | 1937 | +17 | 0.94% | Q1 2026 | May 15, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 1,825 | 392 | 0.06% | 0.06% | 1936 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 1,819 | 391 | 0.04% | 0.05% | 1938 | -121 | -6.24% | Q1 2026 | May 06, 2026 |
| Veridan Wealth LLC | History | Added to | 1,821 | 391 | 0.14% | 0.13% | 1940 | +41 | 2.3% | Q1 2026 | May 15, 2026 |
| Ariadne Wealth Management, LP | History | No change | 1,822 | 391 | 0.18% | 0.17% | 1939 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 1,815 | 390 | 0.07% | 0.08% | 1941 | +7 | 0.39% | Q1 2026 | Apr 16, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 1,707 | 390 | 0.2% | 0.24% | 1942 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Seelaus Asset Management LLC | History | Added to | 1,812 | 389 | 0.28% | 0.28% | 1945 | +226 | 14.25% | Q1 2026 | Apr 29, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Added to | 1,813 | 389 | 0.09% | 0.09% | 1943 | +46 | 2.6% | Q1 2026 | Apr 16, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 1,810 | 389 | 0.03% | 0.03% | 1944 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Intrua Financial, LLC | History | Reduced | 1,807 | 388 | 0.04% | 0.06% | 1950 | -926 | -33.88% | Q1 2026 | Apr 23, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 1,808 | 388 | 0.07% | 0.05% | 1947 | +450 | 33.14% | Q1 2026 | May 05, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Reduced | 1,804 | 388 | 0.11% | 0.11% | 1946 | -47 | -2.54% | Q1 2026 | Apr 28, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Added to | 1,804 | 388 | 0.03% | 0.03% | 1948 | +4 | 0.22% | Q1 2026 | May 05, 2026 |
| Selective Wealth Management, Inc. | History | No change | 1,721 | 388 | 0.11% | 0.12% | 1949 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,793 | 385 | 0.32% | 0.34% | 1951 | +5 | 0.28% | Q1 2026 | Apr 22, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 1,780 | 382 | 0.04% | 0.04% | 1952 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Holland Advisory Services, Inc. | History | No change | 1,780 | 382 | 0.51% | 0.53% | 1953 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 1,774 | 381 | 0.1% | 0.11% | 1954 | -61 | -3.32% | Q1 2026 | Apr 21, 2026 |
| Level Wealth Management LLC | History | No change | 1,774 | 381 | 0.18% | 0.2% | 1955 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 1,770 | 380 | 0.08% | 0.07% | 1957 | +344 | 24.12% | Q1 2026 | Apr 27, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 1,963 | 380 | 0.12% | 0.09% | 1958 | -140 | -6.66% | Q1 2026 | Apr 23, 2026 |
| Barnett & Company, Inc. | History | No change | 1,771 | 380 | 0.3% | 0.31% | 1956 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 1,681 | 379 | 0.08% | 0.09% | 1959 | -130 | -7.18% | Q1 2026 | Apr 28, 2026 |
| Western Reserve Capital Management, LLC | History | Reduced | 1,763 | 379 | 0.31% | 0.36% | 1960 | -17 | -0.96% | Q1 2026 | Apr 27, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 1,761 | 378 | 0.08% | 0.06% | 1961 | +457 | 35.05% | Q1 2026 | Apr 15, 2026 |
| Teamwork Financial Advisors, LLC | History | Reduced | 1,758 | 378 | 0.04% | 0.04% | 1962 | -44 | -2.44% | Q1 2026 | Apr 09, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 1,758 | 378 | 0.08% | 0.09% | 1963 | -3 | -0.17% | Q1 2026 | Apr 09, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 1,760 | 378 | 0.18% | 0.18% | 1964 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 1,758 | 378 | 0.04% | 0.04% | 1965 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| XY Planning Network, Inc. | History | Added to | 1,751 | 377 | 0.06% | 0.05% | 1968 | +360 | 25.88% | Q1 2026 | Apr 14, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 1,756 | 377 | 0.07% | 0.08% | 1966 | -209 | -10.64% | Q1 2026 | Apr 30, 2026 |
| Shum Financial Group, Inc. | History | Added to | 1,753 | 377 | 0.27% | 0.28% | 1969 | +8 | 0.46% | Q1 2026 | Apr 22, 2026 |
| Cairn Investment Group, Inc. | History | No change | 1,752 | 377 | 0.19% | 0.18% | 1967 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 1,753 | 376 | 0.12% | 0.08% | 1970 | -7 | -0.4% | Q1 2026 | May 12, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | New | 1,748 | 375 | 0.2% | — | 1977 | +1,748 | New | Q1 2026 | May 15, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | Reduced | 1,747 | 375 | 0.08% | 0.08% | 1971 | -240 | -12.08% | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 1,745 | 375 | 0.02% | 0.02% | 1973 | -46 | -2.57% | Q1 2026 | Apr 09, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 1,746 | 375 | 0.11% | 0.11% | 1972 | +5 | 0.29% | Q1 2026 | Apr 07, 2026 |
| Victrix Investment Advisors | History | Added to | 1,748 | 375 | 0.14% | 0.15% | 1976 | +2 | 0.11% | Q1 2026 | Apr 09, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 1,746 | 375 | 0.04% | 0.04% | 1974 | +1 | 0.06% | Q1 2026 | Apr 24, 2026 |
| LongView Asset Management LLC | History | No change | 1,709 | 375 | 0.26% | 0.26% | 1975 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Serenus Wealth Advisors, LLC | History | New | 1,743 | 374 | 0.07% | — | 1979 | +1,743 | New | Q1 2026 | Apr 27, 2026 |
| Fairman Group, LLC | History | Reduced | 1,743 | 374 | 0.32% | 0.31% | 1978 | -27 | -1.53% | Q1 2026 | Apr 23, 2026 |
| Downshift Financial, LLC | History | Added to | 1,654 | 373 | 0.19% | 0.19% | 1981 | +294 | 21.62% | Q1 2026 | Apr 29, 2026 |
| BDFS Capital LLC | History | No change | 1,738 | 373 | 0.18% | 0.19% | 1980 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 1,734 | 372 | 0.04% | 0.04% | 1982 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Strait & Sound Wealth Management LLC | History | No change | 1,732 | 372 | 0.14% | 0.14% | 1983 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Kropog Financial Group, LLC | History | Reduced | 1,728 | 371 | 0.3% | 0.31% | 1985 | -120 | -6.49% | Q1 2026 | Apr 24, 2026 |
| KW WEALTH MANAGEMENT LLC | History | No change | 1,689 | 371 | 0.56% | 0.56% | 1984 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Eaton-Cambridge Inc. | History | Added to | 1,720 | 369 | 0.12% | 0.12% | 1987 | +37 | 2.2% | Q1 2026 | May 06, 2026 |
| Summit Asset Management, LLC | History | No change | 1,718 | 369 | 0.05% | 0.05% | 1986 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SPINNAKER TRUST | History | Reduced | 1,712 | 368 | 0.02% | 0.02% | 1988 | -141 | -7.61% | Q1 2026 | Apr 23, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Added to | 1,706 | 366 | 0.04% | 0.04% | 1989 | +232 | 15.74% | Q1 2026 | May 04, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 1,706 | 366 | 0.16% | 0.16% | 1990 | -148 | -7.98% | Q1 2026 | Apr 28, 2026 |
| RCW Management, LLC | History | No change | 1,703 | 366 | 0.38% | 0.38% | 1991 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Lakeshore Financial Planning, Inc. | History | Added to | 1,695 | 364 | 0.13% | 0.1% | 1993 | +451 | 36.25% | Q1 2026 | May 07, 2026 |
| LJI Wealth Management, LLC | History | Added to | 1,696 | 364 | 0.06% | 0.06% | 1992 | +1 | 0.06% | Q1 2026 | May 04, 2026 |
| Stockman Wealth Management, Inc. | History | Reduced | 1,690 | 363 | 0.04% | 0.04% | 1994 | -39 | -2.26% | Q1 2026 | Apr 13, 2026 |
| Sonoma Allocations LLC | History | Reduced | 1,681 | 363 | 0.13% | 0.13% | 1995 | -15 | -0.88% | Q1 2026 | May 19, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 1,685 | 362 | 0.04% | 0.04% | 1996 | -52 | -2.99% | Q1 2026 | Apr 08, 2026 |
| CFO4Life Group, LLC | History | Added to | 1,675 | 360 | 0.05% | 0.05% | 1997 | +35 | 2.13% | Q1 2026 | May 11, 2026 |
| Caitlin John, LLC | History | Added to | 1,670 | 359 | 0.22% | 0.22% | 1999 | +106 | 6.78% | Q1 2026 | May 13, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 1,671 | 359 | 0.02% | 0.02% | 1998 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Added to | 1,666 | 358 | 0.17% | 0.17% | 2000 | +1 | 0.06% | Q1 2026 | Apr 27, 2026 |