VANGUARD SPECIALIZED FUNDS - VNQ
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Empower Advisory Group, LLC | History | Added to | 16,879,079 | 1,497,174 | 3.89% | 3.86% | 1 | +728,138 | 4.51% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 12,831,491 | 1,138,153 | 0.7% | 0.67% | 2 | +837,298 | 6.98% | Q1 2026 | May 07, 2026 |
| Creative Planning | History | Reduced | 12,560,585 | 1,114,123 | 0.76% | 0.82% | 3 | -309,984 | -2.41% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 10,115,744 | 897,266 | 0.07% | 0.07% | 4 | -212,463 | -2.06% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 10,070,180 | 893,224 | 1.96% | 1.99% | 5 | +30,853 | 0.31% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 9,780,002 | 867,486 | 0.05% | 0.05% | 6 | -110,311 | -1.12% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 8,598,869 | 762,719 | 2.94% | 2.75% | 7 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 7,350,880 | 641,952 | 0.04% | 0.05% | 8 | -762,496 | -9.4% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 5,521,305 | 493,207 | 0.6% | 0.53% | 9 | +393,113 | 7.67% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 4,196,621 | 372,240 | 0.46% | 0.52% | 10 | -656,255 | -13.52% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,138,334 | 367,070 | 0.07% | 0.07% | 11 | -67,205 | -1.6% | Q1 2026 | May 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 3,660,600 | 324,695 | 0.26% | 0.45% | 12 | +87,200 | 2.44% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 3,431,398 | 304,364 | 0.06% | 0.04% | 13 | +736,312 | 27.32% | Q1 2026 | May 05, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 3,358,966 | 297,940 | 0.6% | 0.57% | 14 | -11,780 | -0.35% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 2,362,887 | 209,588 | 0.22% | 0.2% | 15 | +278,151 | 13.34% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 2,277,005 | 201,970 | 0.05% | 0.05% | 16 | +69,827 | 3.16% | Q1 2026 | May 06, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 2,234,023 | 198,157 | 0.67% | 0.66% | 17 | -39,736 | -1.75% | Q1 2026 | May 15, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 2,212,485 | 196,247 | 2.82% | 3.01% | 18 | +98,425 | 4.66% | Q1 2026 | Apr 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,154,411 | 191,096 | 0.05% | 0.04% | 19 | +497,171 | 30.0% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Added to | 2,120,019 | 188,023 | 0.22% | 0.21% | 20 | +133,959 | 6.74% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,948,564 | 172,837 | 0.02% | 0.03% | 21 | -593,518 | -23.35% | Q1 2026 | May 15, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 1,741,408 | 154,462 | 5.2% | 5.14% | 22 | +78,258 | 4.71% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,677,694 | 148,811 | 0.27% | 0.42% | 23 | +174,384 | 11.6% | Q1 2026 | May 01, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,568,908 | 139,162 | 0.02% | 0.02% | 24 | +20,178 | 1.3% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Added to | 1,558,678 | 138,254 | 1.92% | 1.87% | 25 | +52,479 | 3.48% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 1,506,966 | 133,667 | 0.02% | 0.02% | 26 | +14,889 | 1.0% | Q1 2026 | May 05, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 1,448,406 | 128,473 | 12.92% | 12.24% | 27 | +47,250 | 3.37% | Q1 2026 | May 05, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 1,393,147 | 123,572 | 2.66% | 2.48% | 28 | +218,784 | 18.63% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 1,393,147 | 123,572 | 2.3% | 2.13% | 29 | +218,784 | 18.63% | Q1 2026 | May 06, 2026 |
| Gibson Capital, LLC | History | Added to | 1,387,610 | 123,080 | 22.91% | 21.43% | 30 | +67,438 | 5.11% | Q1 2026 | Apr 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,280,054 | 113,540 | 0.03% | 0.04% | 31 | -198,757 | -13.44% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,079,469 | 95,748 | 0.01% | 0.01% | 32 | +161,286 | 17.57% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,037,111 | 91,991 | 0.05% | 0.05% | 33 | -8,933 | -0.85% | Q1 2026 | May 08, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 1,022,472 | 90,693 | 5.1% | 3.69% | 34 | +242,704 | 31.13% | Q1 2026 | May 08, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,008,565 | 88,766 | 0.13% | 0.13% | 35 | -101,696 | -9.16% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 950,636 | 84,467 | 0.17% | 0.04% | 36 | +661,172 | 228.41% | Q1 2026 | Apr 08, 2026 |
| Vanderbilt University | History | Added to | 865,645 | 76,782 | 14.58% | 12.94% | 37 | +9,220 | 1.08% | Q1 2026 | Apr 20, 2026 |
| ASSETMARK, INC | History | Added to | 864,880 | 76,714 | 0.16% | 0.16% | 38 | +2,947 | 0.34% | Q1 2026 | May 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 861,206 | 76,388 | 0.07% | 0.07% | 39 | -56,593 | -6.17% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 855,932 | 75,741 | 0.36% | 0.36% | 40 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Seven Post Investment Office LP | History | Added to | 849,940 | 75,389 | 24.36% | 26.61% | 41 | +8,904 | 1.06% | Q1 2026 | May 13, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 802,137 | 71,149 | 0.49% | 0.16% | 42 | +442,380 | 122.97% | Q1 2026 | May 07, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 759,691 | 67,384 | 1.46% | 1.4% | 43 | +50,918 | 7.18% | Q1 2026 | May 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 700,000 | 62,090 | 0.1% | 0.12% | 44 | -100,000 | -12.5% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 693,670 | 61,528 | 0.9% | 0.89% | 45 | +35,310 | 5.36% | Q1 2026 | Apr 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 691,627 | 61,346 | 0.06% | 0.05% | 46 | +3,006 | 0.44% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 689,478 | 61,233 | 0.01% | 0.02% | 47 | -66,204 | -8.76% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 679,688 | 60,288 | 0.24% | 0.24% | 48 | -10,532 | -1.53% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 666,318 | 59,102 | 0.06% | 0.07% | 49 | -56,730 | -7.85% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 660,811 | 58,613 | 0.08% | 0.08% | 50 | +2,418 | 0.37% | Q1 2026 | Apr 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 640,886 | 56,846 | 0.02% | 0.02% | 51 | -14,221 | -2.17% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 637,628 | 56,557 | 0.29% | 0.3% | 52 | +17,291 | 2.79% | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Added to | 626,007 | 55,542 | 0.08% | 0.08% | 53 | +29,812 | 5.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 622,778 | 55,257 | 0.08% | 0.08% | 54 | +37,312 | 6.37% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 606,340 | 53,782 | 0.01% | 0.0% | 55 | +605,197 | 52948.12% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 605,036 | 53,654 | 0.33% | 0.36% | 56 | -74,678 | -10.99% | Q1 2026 | May 15, 2026 |
| Pennsylvania State University | History | No change | 592,234 | 52,531 | 27.46% | 27.16% | 57 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| REBALANCE, LLC | History | Added to | 584,295 | 51,826 | 3.01% | 2.97% | 58 | +10,679 | 1.86% | Q1 2026 | May 11, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 570,841 | 50,633 | 0.34% | 0.37% | 59 | -30,409 | -5.06% | Q1 2026 | May 07, 2026 |
| Glenview Trust Co | History | Added to | 544,563 | 48,302 | 0.76% | 0.67% | 60 | +50,764 | 10.28% | Q1 2026 | May 08, 2026 |
| Efficient Advisors, LLC | History | Reduced | 537,829 | 47,705 | 3.39% | 3.13% | 61 | -68,847 | -11.35% | Q1 2026 | Apr 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 509,075 | 45,155 | 0.08% | 0.08% | 62 | +6,137 | 1.22% | Q1 2026 | May 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 486,852 | 43,183 | 0.6% | 0.57% | 63 | +4,658 | 0.97% | Q1 2026 | May 01, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 485,471 | 43,061 | 2.28% | 2.07% | 64 | +31,144 | 6.85% | Q1 2026 | Apr 27, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 477,833 | 42,385 | 0.54% | 0.53% | 65 | +5,699 | 1.21% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | Added to | 474,337 | 42,073 | 0.45% | 0.42% | 66 | +28,086 | 6.29% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 463,343 | 41,098 | 0.01% | 0.01% | 67 | -34,359 | -6.9% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 455,462 | 40,399 | 0.7% | 0.68% | 68 | +26,158 | 6.09% | Q1 2026 | May 04, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 452,995 | 40,180 | 0.3% | 0.29% | 69 | +16,589 | 3.8% | Q1 2026 | May 12, 2026 |
| Falcon Wealth Planning | History | Added to | 442,545 | 39,253 | 2.67% | 2.97% | 70 | +43,517 | 10.91% | Q1 2026 | Apr 20, 2026 |
| Passive Capital Management, LLC. | History | Added to | 433,750 | 38,473 | 11.49% | 12.0% | 71 | +78 | 0.02% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 417,129 | 36,998 | 0.06% | 0.05% | 72 | +146,466 | 54.11% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 416,776 | 36,967 | 0.05% | 0.05% | 73 | +11,468 | 2.83% | Q1 2026 | May 15, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 414,124 | 36,732 | 0.57% | 0.5% | 74 | +28,978 | 7.52% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Added to | 412,638 | 36,600 | 0.01% | 0.01% | 75 | +92,340 | 28.83% | Q1 2026 | Apr 30, 2026 |
| Baird Financial Group, Inc. | History | Added to | 408,541 | 36,237 | 0.06% | 0.05% | 76 | +17,564 | 4.49% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 398,867 | 35,379 | 0.03% | 0.03% | 77 | +76,456 | 23.71% | Q1 2026 | May 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 392,376 | 34,803 | 0.02% | 0.02% | 78 | -19,940 | -4.84% | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | Reduced | 375,047 | 33,408 | 0.04% | 0.04% | 79 | -8,679 | -2.26% | Q1 2026 | May 14, 2026 |
| Garde Capital, Inc. | History | Added to | 375,869 | 33,339 | 2.0% | 1.96% | 80 | +2,320 | 0.62% | Q1 2026 | Apr 28, 2026 |
| Midwest Trust Co | History | Reduced | 375,744 | 33,328 | 0.42% | 0.69% | 81 | -248,450 | -39.8% | Q1 2026 | May 01, 2026 |
| M&T BANK CORP | History | Reduced | 360,820 | 32,004 | 0.11% | 0.12% | 82 | -65,387 | -15.34% | Q1 2026 | May 12, 2026 |
| Chandler Asset Management, Inc. | History | Reduced | 358,258 | 31,777 | 4.82% | 5.86% | 83 | -60,160 | -14.38% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 349,940 | 31,039 | 0.36% | 0.38% | 84 | -3 | -0.0% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 341,307 | 30,273 | 0.0% | 0.0% | 85 | +144,607 | 73.52% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 334,104 | 29,635 | 0.08% | 0.07% | 86 | +22,449 | 7.2% | Q1 2026 | Apr 30, 2026 |
| Comprehensive Financial Management LLC | History | No change | 328,338 | 29,123 | 0.97% | 0.88% | 87 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 304,249 | 26,986 | 3.11% | 3.01% | 88 | +15,356 | 5.32% | Q1 2026 | Apr 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 303,877 | 26,953 | 0.14% | 0.17% | 89 | +30,432 | 11.13% | Q1 2026 | May 15, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 303,513 | 26,921 | 0.79% | 0.75% | 90 | +6,372 | 2.14% | Q1 2026 | May 11, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 299,616 | 26,576 | 1.37% | 1.36% | 91 | +11,980 | 4.16% | Q1 2026 | Apr 21, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Reduced | 298,357 | 26,464 | 0.53% | 0.54% | 92 | -6,415 | -2.1% | Q1 2026 | May 11, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 289,964 | 25,719 | 1.67% | 1.52% | 93 | +30,606 | 11.8% | Q1 2026 | May 07, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 278,196 | 24,675 | 4.35% | 4.32% | 94 | +11,141 | 4.17% | Q1 2026 | Apr 17, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 277,909 | 24,650 | 2.4% | 2.1% | 95 | +9,733 | 3.63% | Q1 2026 | May 01, 2026 |
| Neuberger Berman Group LLC | History | Added to | 276,709 | 24,544 | 0.02% | 0.02% | 96 | +24,035 | 9.51% | Q1 2026 | May 14, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 269,715 | 23,923 | 5.16% | 5.07% | 97 | +9,424 | 3.62% | Q1 2026 | May 06, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Reduced | 266,709 | 23,657 | 2.29% | 1.95% | 98 | -4,625 | -1.7% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 266,673 | 23,653 | 0.13% | 0.13% | 99 | +4,763 | 1.82% | Q1 2026 | May 15, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | Reduced | 266,083 | 23,601 | 0.55% | 1.33% | 100 | -283,679 | -51.6% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Added to | 264,959 | 23,501 | 0.0% | 0.0% | 101 | +3,881 | 1.49% | Q1 2026 | May 15, 2026 |
| Whelan Financial | History | Added to | 264,486 | 23,459 | 7.28% | 7.17% | 102 | +4,972 | 1.92% | Q1 2026 | Apr 24, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | Added to | 262,380 | 23,273 | 1.26% | 1.2% | 103 | +5,450 | 2.12% | Q1 2026 | Apr 13, 2026 |
| STATE STREET CORP | History | Reduced | 256,699 | 22,769 | 0.0% | 0.0% | 104 | -1,672 | -0.65% | Q1 2026 | May 15, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 255,079 | 22,625 | 0.62% | 0.62% | 105 | +7,596 | 3.07% | Q1 2026 | May 07, 2026 |
| KWMG, LLC | History | Reduced | 254,075 | 22,536 | 1.88% | 1.96% | 106 | -2,942 | -1.14% | Q1 2026 | Apr 09, 2026 |
| GTS SECURITIES LLC | History | New | 253,269 | 22,464 | 0.79% | — | 107 | +253,269 | New | Q1 2026 | May 14, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 252,337 | 22,382 | 2.85% | 2.64% | 108 | +25,089 | 11.04% | Q1 2026 | Apr 16, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 248,732 | 22,062 | 1.41% | 1.37% | 109 | +4,764 | 1.95% | Q1 2026 | Apr 14, 2026 |
| Empowered Funds, LLC | History | New | 245,563 | 21,781 | 0.14% | — | 110 | +245,563 | New | Q1 2026 | May 14, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 240,633 | 21,344 | 4.21% | 4.21% | 111 | +13,341 | 5.87% | Q1 2026 | Apr 14, 2026 |
| Rodgers & Associates, LTD | History | Added to | 240,523 | 21,334 | 2.17% | 2.09% | 112 | +7,304 | 3.13% | Q1 2026 | May 04, 2026 |
| McIlrath & Eck, LLC | History | Added to | 238,042 | 21,114 | 1.56% | 1.91% | 113 | +5,202 | 2.23% | Q1 2026 | May 19, 2026 |
| Austin Asset Management Co Inc | History | Added to | 236,628 | 20,988 | 3.45% | 3.22% | 114 | +15,333 | 6.93% | Q1 2026 | Apr 29, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Added to | 234,294 | 20,781 | 3.01% | 2.56% | 115 | +29,289 | 14.29% | Q1 2026 | May 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 233,851 | 20,742 | 0.8% | 0.65% | 116 | +38,123 | 19.48% | Q1 2026 | May 12, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 227,724 | 20,199 | 0.16% | 0.17% | 117 | -10,796 | -4.53% | Q1 2026 | May 01, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 226,342 | 20,076 | 1.06% | 1.0% | 118 | +11,029 | 5.12% | Q1 2026 | Apr 17, 2026 |
| Tanglewood Wealth Management, Inc. | History | Added to | 225,487 | 20,000 | 1.66% | 0.03% | 119 | +221,488 | 5538.58% | Q1 2026 | Apr 20, 2026 |
| SWAN Capital LLC | History | Added to | 222,529 | 19,738 | 7.26% | 6.9% | 120 | +22,015 | 10.98% | Q1 2026 | May 14, 2026 |
| DEFINE FINANCIAL, LLC | History | Added to | 217,260 | 19,270 | 10.46% | 10.26% | 121 | +12,762 | 6.24% | Q1 2026 | Apr 14, 2026 |
| Fairfield University | History | Added to | 215,774 | 19,139 | 9.59% | 9.51% | 122 | +2,296 | 1.08% | Q1 2026 | May 11, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 210,031 | 18,629 | 0.43% | 0.45% | 123 | +1,764 | 0.85% | Q1 2026 | May 15, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 209,248 | 18,560 | 1.24% | 1.16% | 124 | -2,116 | -1.0% | Q1 2026 | May 14, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 208,089 | 18,457 | 7.24% | 7.19% | 125 | +8,357 | 4.18% | Q1 2026 | May 14, 2026 |
| Trilogy Capital Inc. | History | Reduced | 202,225 | 17,937 | 0.79% | 0.93% | 126 | -33,128 | -14.08% | Q1 2026 | Apr 21, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 201,596 | 17,881 | 0.49% | 0.7% | 127 | -104,246 | -34.08% | Q1 2026 | Apr 13, 2026 |
| Omega Financial Group, LLC | History | Added to | 201,443 | 17,868 | 5.81% | 5.55% | 128 | +10,931 | 5.74% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 198,720 | 17,584 | 0.07% | 0.07% | 129 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 198,127 | 17,573 | 1.59% | 2.52% | 130 | -117,664 | -37.26% | Q1 2026 | May 04, 2026 |
| SACHEM HILL LLC | History | Added to | 197,319 | 17,502 | 3.39% | 3.31% | 131 | +4,858 | 2.52% | Q1 2026 | May 13, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 195,683 | 17,357 | 4.79% | 4.7% | 132 | +4,812 | 2.52% | Q1 2026 | Apr 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 195,158 | 17,307 | 0.17% | 0.07% | 133 | +132,859 | 213.26% | Q1 2026 | May 13, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Added to | 190,395 | 16,888 | 1.42% | 1.35% | 134 | +1,902 | 1.01% | Q1 2026 | Apr 21, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 187,509 | 16,632 | 2.32% | 2.2% | 135 | +11,897 | 6.77% | Q1 2026 | May 13, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 185,254 | 16,432 | 7.08% | 6.97% | 136 | +9,860 | 5.62% | Q1 2026 | Apr 29, 2026 |
| Lido Advisors, LLC | History | Added to | 183,400 | 16,267 | 0.05% | 0.04% | 137 | +27,393 | 17.56% | Q1 2026 | May 13, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 182,890 | 16,222 | 0.05% | 0.05% | 138 | +10,870 | 6.32% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 182,621 | 16,198 | 0.06% | 0.04% | 139 | +74,075 | 68.24% | Q1 2026 | Apr 30, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 182,211 | 16,162 | 0.29% | 0.23% | 140 | +44,000 | 31.84% | Q1 2026 | May 14, 2026 |
| Strategic Wealth Investment Group, LLC | History | Added to | 182,200 | 16,161 | 2.05% | 1.93% | 141 | +4,530 | 2.55% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 178,898 | 15,925 | 0.15% | 0.13% | 142 | +44,737 | 33.35% | Q1 2026 | Apr 07, 2026 |
| Firestone Capital Management | History | Added to | 177,707 | 15,762 | 3.28% | 3.33% | 143 | +464 | 0.26% | Q1 2026 | May 08, 2026 |
| CHOREO, LLC | History | Added to | 177,240 | 15,721 | 0.19% | 0.05% | 144 | +133,206 | 302.51% | Q1 2026 | May 12, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 175,751 | 15,589 | 1.12% | 1.18% | 145 | -3,303 | -1.84% | Q1 2026 | Apr 29, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 175,363 | 15,554 | 2.7% | 2.73% | 146 | +1,031 | 0.59% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 174,117 | 15,444 | 0.18% | 0.15% | 147 | +29,137 | 20.1% | Q1 2026 | Apr 28, 2026 |
| West Financial Advisors, LLC | History | Added to | 170,379 | 15,112 | 2.57% | 2.51% | 148 | +2,253 | 1.34% | Q1 2026 | Apr 08, 2026 |
| Fort Henry Capital, LLC | History | Added to | 165,683 | 14,696 | 8.89% | 8.65% | 149 | +6,080 | 3.81% | Q1 2026 | Apr 20, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 165,548 | 14,684 | 0.79% | 0.78% | 150 | +5,959 | 3.73% | Q1 2026 | May 06, 2026 |
| LRI Investments, LLC | History | Reduced | 164,784 | 14,616 | 1.29% | 1.2% | 151 | -3,473 | -2.06% | Q1 2026 | Apr 30, 2026 |
| COMMERCE BANK | History | Added to | 161,275 | 14,305 | 0.07% | 0.08% | 152 | +4,528 | 2.89% | Q1 2026 | May 11, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 158,608 | 14,068 | 0.17% | 0.18% | 153 | -3,558 | -2.19% | Q1 2026 | May 01, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 158,129 | 14,026 | 6.72% | 6.64% | 154 | +10,138 | 6.85% | Q1 2026 | Apr 09, 2026 |
| Partners in Financial Planning | History | Added to | 157,522 | 13,969 | 2.32% | 2.33% | 155 | +1,786 | 1.15% | Q1 2026 | May 11, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Added to | 156,811 | 13,909 | 5.37% | 5.32% | 156 | +1,079 | 0.69% | Q1 2026 | Apr 29, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 156,113 | 13,847 | 0.43% | 0.38% | 157 | +21,937 | 16.35% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | Added to | 155,424 | 13,786 | 0.04% | 0.03% | 158 | +9,998 | 6.87% | Q1 2026 | May 14, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 154,378 | 13,693 | 1.46% | 1.57% | 159 | -8,866 | -5.43% | Q1 2026 | May 06, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 152,650 | 13,540 | 0.42% | 0.41% | 160 | +211 | 0.14% | Q1 2026 | May 13, 2026 |
| Navalign, LLC | History | Added to | 151,588 | 13,445 | 3.39% | 2.88% | 161 | +18,765 | 14.13% | Q1 2026 | Apr 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 151,010 | 13,394 | 0.32% | 0.33% | 162 | -1,923 | -1.26% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 149,913 | 13,297 | 0.04% | 0.03% | 163 | -11,892 | -7.35% | Q1 2026 | May 04, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 148,445 | 13,167 | 1.19% | 1.26% | 164 | -8,384 | -5.35% | Q1 2026 | May 12, 2026 |
| BCR Wealth Strategies, LLC | History | Added to | 146,803 | 13,021 | 4.08% | 4.08% | 165 | +7,597 | 5.46% | Q1 2026 | May 01, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 144,944 | 12,856 | 0.48% | 0.47% | 166 | +1,542 | 1.08% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 144,972 | 12,828 | 0.0% | 0.0% | 167 | -1,267 | -0.87% | Q1 2026 | May 15, 2026 |
| Plancorp, LLC | History | Added to | 137,161 | 12,753 | 0.36% | 0.35% | 168 | +4,736 | 3.58% | Q1 2026 | Apr 14, 2026 |
| Financial Advisory Corp | History | Added to | 141,434 | 12,545 | 1.74% | 1.81% | 169 | +1,068 | 0.76% | Q1 2026 | Apr 10, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 141,261 | 12,530 | 0.01% | 0.01% | 170 | +7,763 | 5.82% | Q1 2026 | May 15, 2026 |
| Somnio Financial Group, LLC | History | Added to | 141,214 | 12,525 | 8.23% | 8.02% | 171 | +4,125 | 3.01% | Q1 2026 | Apr 09, 2026 |
| GenTrust, LLC | History | Reduced | 140,179 | 12,433 | 0.53% | 0.83% | 172 | -78,367 | -35.86% | Q1 2026 | Apr 27, 2026 |
| Cordant, Inc. | History | Added to | 139,753 | 12,396 | 5.03% | 4.89% | 173 | +7,839 | 5.94% | Q1 2026 | Apr 13, 2026 |
| BARD ASSOCIATES INC | History | Added to | 139,167 | 12,344 | 3.1% | 3.16% | 174 | +232 | 0.17% | Q1 2026 | May 07, 2026 |
| AA Financial Advisors, LLC | History | Added to | 137,077 | 12,158 | 1.71% | 1.3% | 175 | +57,791 | 72.89% | Q1 2026 | Apr 20, 2026 |
| BlackRock, Inc. | History | Added to | 135,786 | 12,044 | 0.0% | 0.0% | 176 | +17,112 | 14.42% | Q1 2026 | May 13, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 133,902 | 11,889 | 2.94% | 2.61% | 177 | +3,536 | 2.71% | Q1 2026 | May 15, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Reduced | 132,612 | 11,762 | 2.8% | 2.9% | 178 | -1,340 | -1.0% | Q1 2026 | Apr 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 130,414 | 11,567 | 0.03% | 0.03% | 179 | -4,046 | -3.01% | Q1 2026 | May 08, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 130,000 | 11,531 | 0.04% | 0.03% | 180 | +30,000 | 30.0% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 129,853 | 11,517 | 0.06% | 0.05% | 181 | +28,072 | 27.58% | Q1 2026 | May 15, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 129,455 | 11,482 | 0.92% | 0.75% | 182 | +26,335 | 25.54% | Q1 2026 | May 15, 2026 |
| NWAM LLC | History | Added to | 128,627 | 11,409 | 0.66% | 0.63% | 183 | +2,531 | 2.01% | Q1 2026 | May 04, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 127,600 | 11,318 | 0.91% | 0.84% | 184 | +6,128 | 5.04% | Q1 2026 | May 14, 2026 |
| FC Advisory LLC | History | Added to | 127,103 | 11,274 | 3.29% | 3.12% | 185 | +4,448 | 3.63% | Q1 2026 | Apr 14, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 126,476 | 11,218 | 4.3% | 4.05% | 186 | +8,921 | 7.59% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 124,286 | 11,024 | 0.05% | 0.05% | 187 | -6,136 | -4.7% | Q1 2026 | Apr 24, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 124,032 | 11,001 | 0.01% | 0.02% | 188 | -75,850 | -37.95% | Q1 2026 | Apr 27, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 123,768 | 10,978 | 0.04% | — | 189 | +123,768 | New | Q1 2026 | May 12, 2026 |
| Magnolia Wealth Management, LLC | History | Added to | 122,076 | 10,828 | 6.31% | 6.26% | 190 | +3,649 | 3.08% | Q1 2026 | May 06, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 121,556 | 10,782 | 0.78% | 0.76% | 191 | +121,391 | 73570.3% | Q1 2026 | May 21, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 121,180 | 10,748 | 0.03% | 0.03% | 192 | +2,850 | 2.41% | Q1 2026 | May 08, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Added to | 120,199 | 10,661 | 3.58% | 2.9% | 193 | +19,960 | 19.91% | Q1 2026 | Apr 14, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 119,666 | 10,614 | 2.05% | 1.76% | 194 | +22,705 | 23.42% | Q1 2026 | Apr 21, 2026 |
| Flagstone Financial Management | History | Added to | 117,361 | 10,409 | 2.58% | 2.55% | 195 | +5,211 | 4.65% | Q1 2026 | Apr 27, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 117,194 | 10,395 | 0.38% | 0.4% | 196 | -2,715 | -2.26% | Q1 2026 | May 07, 2026 |
| Horizons Wealth Management | History | Added to | 117,118 | 10,388 | 6.81% | 6.68% | 197 | +1,832 | 1.59% | Q1 2026 | Apr 02, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 106,878 | 10,370 | 3.12% | 2.94% | 198 | +7,388 | 7.43% | Q1 2026 | May 12, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 113,634 | 10,346 | 0.02% | 0.02% | 199 | +56,817 | 100.0% | Q1 2026 | May 12, 2026 |
| Ancora Advisors LLC | History | Added to | 116,248 | 10,311 | 0.22% | 0.19% | 200 | +14,229 | 13.95% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 115,790 | 10,270 | 0.02% | 0.02% | 201 | -28,305 | -19.64% | Q1 2026 | May 15, 2026 |
| TrueWealth Financial Partners | History | New | 114,788 | 10,181 | 4.06% | — | 202 | +114,788 | New | Q1 2026 | May 20, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 114,760 | 10,179 | 0.07% | 0.02% | 203 | +82,306 | 253.61% | Q1 2026 | Apr 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 114,556 | 10,161 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ATMOS ADVISORY, LLC | History | Added to | 114,420 | 10,149 | 5.76% | 5.31% | 205 | +10,786 | 10.41% | Q1 2026 | Apr 06, 2026 |
| Krilogy Financial LLC | History | Added to | 106,605 | 10,144 | 0.33% | 0.31% | 206 | +6,011 | 5.98% | Q1 2026 | Apr 17, 2026 |
| Summit Financial, LLC | History | Added to | 114,306 | 10,138 | 0.13% | 0.05% | 207 | +73,937 | 183.15% | Q1 2026 | May 15, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Reduced | 114,145 | 10,124 | 2.15% | 2.17% | 208 | -151 | -0.13% | Q1 2026 | May 04, 2026 |
| Avior Wealth Management, LLC | History | Added to | 114,083 | 10,110 | 0.29% | 0.31% | 209 | +1,018 | 0.9% | Q1 2026 | Apr 09, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 113,440 | 10,062 | 0.12% | 0.12% | 210 | -877 | -0.77% | Q1 2026 | May 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 112,620 | 9,989 | 0.06% | 0.17% | 211 | -234,058 | -67.51% | Q1 2026 | Apr 30, 2026 |
| JDM Financial Group LLC | History | Added to | 140,723 | 9,962 | 3.84% | 3.58% | 212 | +7,803 | 5.87% | Q1 2026 | May 20, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 112,270 | 9,958 | 0.01% | 0.01% | 213 | -29,795 | -20.97% | Q1 2026 | Apr 30, 2026 |
| Archvest Wealth Advisors, Inc. | History | Added to | 110,740 | 9,822 | 6.34% | 5.87% | 214 | +6,789 | 6.53% | Q1 2026 | May 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 109,381 | 9,702 | 0.16% | 0.16% | 215 | +564 | 0.52% | Q1 2026 | May 15, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 108,858 | 9,655 | 0.49% | 0.47% | 216 | +4,459 | 4.27% | Q1 2026 | May 04, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 108,633 | 9,635 | 0.34% | 0.66% | 217 | -107,765 | -49.8% | Q1 2026 | May 11, 2026 |
| University of Illinois Foundation | History | New | 107,990 | 9,578 | 1.97% | — | 218 | +107,990 | New | Q1 2026 | May 13, 2026 |
| Gillson Capital LP | History | New | 107,900 | 9,571 | 0.78% | — | 219 | +107,900 | New | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 107,594 | 9,543 | 0.12% | 0.1% | 220 | +13,029 | 13.78% | Q1 2026 | Apr 28, 2026 |
| Prairiewood Capital, LLC | History | Added to | 107,316 | 9,518 | 2.75% | 2.72% | 221 | +8,416 | 8.51% | Q1 2026 | Apr 16, 2026 |
| New Hampshire Trust | History | Reduced | 106,821 | 9,475 | 1.91% | 2.29% | 222 | -26,050 | -19.61% | Q1 2026 | Apr 20, 2026 |
| Parallel Advisors, LLC | History | Reduced | 106,527 | 9,448 | 0.17% | 0.17% | 223 | -341 | -0.32% | Q1 2026 | May 07, 2026 |
| Cercano Management LLC | History | New | 106,191 | 9,419 | 0.41% | — | 224 | +106,191 | New | Q1 2026 | May 13, 2026 |
| Ted Buchan & Co | History | Added to | 105,489 | 9,356 | 3.4% | 3.32% | 225 | +3,357 | 3.29% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 103,616 | 9,190 | 0.0% | 0.0% | 226 | +1,361 | 1.33% | Q1 2026 | May 14, 2026 |
| PACK Private Wealth, LLC | History | Added to | 101,903 | 9,038 | 4.15% | 3.96% | 227 | +3,812 | 3.89% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 101,816 | 9,031 | 0.05% | 0.03% | 228 | -2,824 | -2.7% | Q1 2026 | Apr 29, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 101,501 | 9,003 | 1.84% | 1.86% | 229 | +1,411 | 1.41% | Q1 2026 | Apr 20, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 100,988 | 8,957 | 0.12% | 0.12% | 230 | +5,051 | 5.26% | Q1 2026 | May 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 101,482 | 8,940 | 0.01% | — | 231 | +101,482 | New | Q1 2026 | May 12, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 100,600 | 8,923 | 1.19% | 1.48% | 232 | -24,632 | -19.67% | Q1 2026 | Apr 09, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 99,406 | 8,817 | 0.93% | 0.19% | 233 | +87,679 | 747.67% | Q1 2026 | Apr 17, 2026 |
| Brookstone Capital Management | History | Added to | 99,248 | 8,803 | 0.1% | 0.09% | 234 | +5,814 | 6.22% | Q1 2026 | Apr 16, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 99,002 | 8,781 | 0.01% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 97,887 | 8,682 | 0.14% | 0.15% | 236 | +8,146 | 9.08% | Q1 2026 | May 18, 2026 |
| Perbak Capital Partners LLP | History | New | 97,504 | 8,648 | 2.13% | — | 237 | +97,504 | New | Q1 2026 | May 15, 2026 |
| Avion Wealth | History | Reduced | 97,399 | 8,639 | 1.79% | 1.82% | 238 | -461 | -0.47% | Q1 2026 | May 01, 2026 |
| Callan Family Office, LLC | History | Added to | 97,277 | 8,628 | 0.2% | 0.16% | 239 | +14,463 | 17.46% | Q1 2026 | May 13, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 95,970 | 8,512 | 1.16% | 0.84% | 240 | +32,789 | 51.9% | Q1 2026 | May 08, 2026 |
| Waverly Advisors, LLC | History | Added to | 95,720 | 8,490 | 0.06% | 0.05% | 241 | +24,000 | 33.46% | Q1 2026 | May 15, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Added to | 94,672 | 8,398 | 3.59% | 3.54% | 242 | +2,544 | 2.76% | Q1 2026 | May 06, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 94,533 | 8,385 | 0.13% | 0.14% | 243 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Industrial Alliance Investment Management Inc. | History | No change | 94,190 | 8,355 | 4.99% | 4.73% | 244 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 93,602 | 8,302 | 0.0% | 0.0% | 245 | +90,822 | 3266.98% | Q1 2026 | May 15, 2026 |
| Gray Private Wealth, LLC | History | Added to | 93,133 | 8,260 | 4.15% | 3.9% | 246 | +2,898 | 3.21% | Q1 2026 | May 06, 2026 |
| Elm Partners Management LLC | History | Reduced | 93,988 | 8,207 | 0.36% | 0.39% | 247 | -2,035 | -2.12% | Q1 2026 | May 13, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 92,164 | 8,174 | 0.5% | 0.5% | 248 | -490 | -0.53% | Q1 2026 | May 14, 2026 |
| BAILARD, INC. | History | Reduced | 91,987 | 8,159 | 0.19% | 0.26% | 249 | -38,675 | -29.6% | Q1 2026 | May 11, 2026 |
| BOKF, NA | History | Reduced | 91,492 | 8,115 | 0.12% | 0.13% | 250 | -1,570 | -1.69% | Q1 2026 | May 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 90,969 | 8,069 | 0.06% | 0.06% | 251 | +938 | 1.04% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Added to | 89,308 | 7,921 | 0.04% | 0.04% | 252 | +17,601 | 24.55% | Q1 2026 | May 04, 2026 |
| Tide Cove Capital Partners LLC | History | Reduced | 82,649 | 7,856 | 5.35% | 6.04% | 253 | -12,107 | -12.78% | Q1 2026 | Apr 28, 2026 |
| Financial Advisors Network, Inc. | History | Added to | 88,439 | 7,844 | 1.08% | 0.9% | 254 | +14,394 | 19.44% | Q1 2026 | May 14, 2026 |
| Silver Coast Investments LLC | History | Added to | 88,250 | 7,827 | 2.5% | 2.47% | 255 | +7,259 | 8.96% | Q1 2026 | Apr 22, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 86,251 | 7,650 | 0.32% | 0.36% | 256 | -7,338 | -7.84% | Q1 2026 | Apr 30, 2026 |
| BluePrint Investing LLC | History | Reduced | 85,979 | 7,626 | 6.07% | 6.06% | 257 | -111 | -0.13% | Q1 2026 | Apr 22, 2026 |
| Fairway Wealth LLC | History | Reduced | 85,545 | 7,587 | 2.0% | 2.05% | 258 | -126,851 | -59.72% | Q1 2026 | Apr 23, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 85,428 | 7,577 | 1.49% | 1.33% | 259 | +11,442 | 15.47% | Q1 2026 | May 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 85,279 | 7,564 | 0.16% | 0.16% | 260 | -7,403 | -7.99% | Q1 2026 | May 15, 2026 |
| Fonville Wealth Management LLC | History | Added to | 84,970 | 7,536 | 1.43% | 1.53% | 261 | +278 | 0.33% | Q1 2026 | Apr 20, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 84,590 | 7,530 | 0.13% | 0.14% | 262 | -303 | -0.36% | Q1 2026 | May 14, 2026 |
| Cambridge Advisors Inc. | History | Added to | 84,729 | 7,515 | 1.46% | 1.43% | 263 | +11 | 0.01% | Q1 2026 | Apr 16, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 84,283 | 7,475 | 0.25% | 0.27% | 264 | -10,128 | -10.73% | Q1 2026 | May 15, 2026 |
| David Kennon Inc | History | Added to | 84,232 | 7,471 | 2.68% | 2.59% | 265 | +2,025 | 2.46% | Q1 2026 | Apr 28, 2026 |
| Marathon Strategic Advisors, LLC | History | Added to | 83,720 | 7,426 | 5.34% | 5.16% | 266 | +7,379 | 9.67% | Q1 2026 | Apr 15, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 83,495 | 7,406 | 0.19% | — | 267 | +83,495 | New | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 83,484 | 7,405 | 0.58% | 0.53% | 268 | +3,525 | 4.41% | Q1 2026 | Apr 23, 2026 |
| COUNTRY TRUST BANK | History | Added to | 83,152 | 7,375 | 0.14% | 0.13% | 269 | +4,566 | 5.81% | Q1 2026 | Apr 10, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | No change | 83,000 | 7,362 | 3.19% | 3.29% | 270 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Americana Partners, LLC | History | Added to | 82,450 | 7,313 | 0.19% | 0.19% | 271 | +5,268 | 6.83% | Q1 2026 | May 12, 2026 |
| WestHill Financial Advisors, Inc. | History | Added to | 82,390 | 7,308 | 1.4% | 1.31% | 272 | +4,247 | 5.43% | Q1 2026 | Apr 09, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 82,284 | 7,298 | 3.15% | 3.02% | 273 | +6,752 | 8.94% | Q1 2026 | May 01, 2026 |
| WealthCollab, LLC | History | Added to | 82,125 | 7,284 | 3.0% | 2.74% | 274 | +6,383 | 8.43% | Q1 2026 | May 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 81,612 | 7,238 | 0.52% | 0.62% | 275 | -26,846 | -24.75% | Q1 2026 | Apr 16, 2026 |
| FIDELIS iM, LLC | History | Reduced | 81,604 | 7,238 | 2.74% | 3.13% | 276 | -9,612 | -10.54% | Q1 2026 | Apr 29, 2026 |
| Campion Asset Management | History | Added to | 81,542 | 7,232 | 4.9% | 4.88% | 277 | +2,098 | 2.64% | Q1 2026 | May 14, 2026 |
| Rathbones Group PLC | History | Reduced | 81,509 | 7,229 | 0.03% | 0.03% | 278 | -2,467 | -2.94% | Q1 2026 | May 12, 2026 |
| Drystone LLC | History | Added to | 81,280 | 7,209 | 6.5% | 6.46% | 279 | +47 | 0.06% | Q1 2026 | May 06, 2026 |
| Betterment LLC | History | Added to | 81,141 | 7,197 | 0.01% | 0.01% | 280 | +154 | 0.19% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 80,729 | 7,160 | 0.0% | 0.0% | 281 | +16,586 | 25.86% | Q1 2026 | May 13, 2026 |
| UNITED BANK | History | Added to | 80,710 | 7,158 | 0.92% | 0.91% | 282 | +2,651 | 3.4% | Q1 2026 | May 11, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Added to | 80,342 | 7,126 | 0.5% | 0.49% | 283 | +689 | 0.87% | Q1 2026 | Apr 28, 2026 |
| Ariston Services Group | History | Closed out | 0 | 7,038 | 4.21% | 4.11% | 285 | -79,270 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 79,351 | 7,038 | 0.02% | 0.02% | 284 | +1,775 | 2.29% | Q1 2026 | Apr 22, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 79,064 | 7,012 | 0.01% | 0.02% | 286 | -20,700 | -20.75% | Q1 2026 | May 13, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 78,538 | 6,966 | 1.92% | 1.89% | 287 | +1,975 | 2.58% | Q1 2026 | Apr 14, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 77,937 | 6,913 | 0.68% | 0.59% | 288 | +9,723 | 14.25% | Q1 2026 | May 14, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Reduced | 76,114 | 6,751 | 2.69% | 2.77% | 289 | -512 | -0.67% | Q1 2026 | Apr 24, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 75,841 | 6,727 | 2.96% | 2.86% | 290 | +6,105 | 8.75% | Q1 2026 | Apr 22, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 74,783 | 6,633 | 0.39% | 0.37% | 291 | +5,036 | 7.22% | Q1 2026 | Apr 30, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 72,507 | 6,431 | 0.08% | 0.08% | 292 | +4,975 | 7.37% | Q1 2026 | May 08, 2026 |
| Regal Investment Advisors LLC | History | Added to | 72,163 | 6,400 | 0.37% | 0.35% | 293 | +5,816 | 8.77% | Q1 2026 | May 14, 2026 |
| American Investment Services, Inc. | History | Added to | 71,349 | 6,328 | 1.41% | 1.45% | 294 | +675 | 0.96% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 71,310 | 6,325 | 0.0% | 0.0% | 295 | +422 | 0.6% | Q1 2026 | May 13, 2026 |
| IFG Advisors, LLC | History | Added to | 71,220 | 6,317 | 1.03% | 0.94% | 296 | +7,426 | 11.64% | Q1 2026 | Apr 09, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 71,225 | 6,317 | 0.85% | 0.85% | 297 | +783 | 1.11% | Q1 2026 | Apr 08, 2026 |
| Latigo Investments, LLC | History | No change | 70,972 | 6,295 | 3.14% | 3.09% | 298 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Hardy Reed LLC | History | No change | 70,572 | 6,259 | 0.46% | 0.45% | 299 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Clearstead Advisors, LLC | History | Added to | 70,237 | 6,230 | 0.06% | 0.07% | 300 | +9,282 | 15.23% | Q1 2026 | May 06, 2026 |
| Cliffwater LLC | History | No change | 69,923 | 6,202 | 1.64% | 1.3% | 301 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Richmond Brothers, Inc. | History | Added to | 69,588 | 6,172 | 4.11% | 2.02% | 302 | +33,746 | 94.15% | Q1 2026 | May 11, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | Added to | 68,856 | 6,107 | 1.04% | 0.65% | 303 | +13,652 | 24.73% | Q1 2026 | Apr 22, 2026 |
| United Financial Planning Group LLC | History | Added to | 68,853 | 6,107 | 3.61% | 3.33% | 304 | +6,846 | 11.04% | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 69,012 | 6,106 | 0.01% | 0.01% | 305 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Financial Alternatives, Inc | History | Added to | 68,616 | 6,086 | 3.28% | 3.39% | 306 | +2,686 | 4.07% | Q1 2026 | May 01, 2026 |
| Rainwater Charitable Foundation | History | No change | 68,428 | 6,069 | 3.13% | 3.57% | 307 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 67,013 | 5,944 | 0.18% | 0.18% | 308 | -684 | -1.01% | Q1 2026 | May 13, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 66,389 | 5,888 | 1.07% | 1.07% | 309 | +1,504 | 2.32% | Q1 2026 | Apr 17, 2026 |
| PDS Planning, Inc | History | Added to | 66,220 | 5,873 | 0.39% | 0.38% | 310 | +1,900 | 2.95% | Q1 2026 | Apr 21, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 66,106 | 5,863 | 0.05% | 0.05% | 311 | +15,657 | 31.04% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 65,817 | 5,837 | 0.03% | 0.04% | 312 | -9,361 | -12.45% | Q1 2026 | May 05, 2026 |
| Estate Counselors, LLC | History | New | 65,755 | 5,832 | 0.52% | — | 313 | +65,755 | New | Q1 2026 | May 15, 2026 |
| LPWM LLC | History | Reduced | 65,645 | 5,822 | 1.47% | 1.48% | 314 | -794 | -1.2% | Q1 2026 | Apr 08, 2026 |
| Idaho Trust Co | History | Added to | 65,599 | 5,818 | 1.89% | 1.82% | 315 | +3,616 | 5.83% | Q1 2026 | May 08, 2026 |
| Merit Financial Group, LLC | History | Reduced | 65,407 | 5,801 | 0.04% | 0.05% | 316 | -124 | -0.19% | Q1 2026 | Apr 15, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 65,368 | 5,798 | 0.49% | 0.49% | 317 | +5,202 | 8.65% | Q1 2026 | Apr 09, 2026 |
| CMH Wealth Management LLC | History | Added to | 65,301 | 5,792 | 0.99% | 0.9% | 318 | +17,984 | 38.01% | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | Reduced | 65,108 | 5,775 | 0.02% | 0.03% | 319 | -28,394 | -30.37% | Q1 2026 | May 14, 2026 |
| Biltmore Family Office, LLC | History | Added to | 65,100 | 5,774 | 0.81% | 0.77% | 320 | +2,217 | 3.53% | Q1 2026 | May 11, 2026 |
| Allie Family Office LLC | History | Reduced | 64,919 | 5,758 | 2.52% | 2.72% | 321 | -841 | -1.28% | Q1 2026 | May 13, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 64,763 | 5,744 | 2.8% | — | 322 | +64,763 | New | Q1 2026 | Apr 09, 2026 |
| UMB Bank, n.a. | History | Reduced | 64,165 | 5,691 | 0.08% | 0.08% | 323 | -1,952 | -2.95% | Q1 2026 | May 11, 2026 |
| Baron Financial Group, LLC | History | Added to | 63,655 | 5,646 | 3.05% | 2.94% | 324 | +1,663 | 2.68% | Q1 2026 | Apr 09, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 63,615 | 5,642 | 0.12% | 0.12% | 325 | -1,533 | -2.35% | Q1 2026 | May 07, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 63,359 | 5,619 | 0.31% | 0.36% | 326 | -7,700 | -10.84% | Q1 2026 | May 11, 2026 |
| Walleye Trading LLC | History | Reduced | 62,800 | 5,570 | 0.01% | 0.01% | 327 | -3,300 | -4.99% | Q1 2026 | May 08, 2026 |
| Virtu Financial LLC | History | Added to | 62,284 | 5,525 | 0.23% | 0.11% | 328 | +30,418 | 95.46% | Q1 2026 | May 14, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 62,257 | 5,522 | 1.63% | 1.62% | 329 | -1,175 | -1.85% | Q1 2026 | Apr 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 62,943 | 5,477 | 0.0% | 0.0% | 330 | +12,152 | 23.93% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 61,600 | 5,464 | 0.01% | 0.01% | 331 | +2,865 | 4.88% | Q1 2026 | Apr 16, 2026 |
| COHEN & STEERS, INC. | History | Reduced | 61,486 | 5,454 | 0.01% | 0.06% | 332 | -290,128 | -82.51% | Q1 2026 | May 15, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 61,338 | 5,440 | 0.06% | 0.06% | 333 | -1,039 | -1.67% | Q1 2026 | May 15, 2026 |
| Note Advisors, LLC | History | Added to | 61,033 | 5,413 | 2.71% | 2.77% | 334 | +1,834 | 3.1% | Q1 2026 | May 15, 2026 |
| VeraBank, N.A. | History | Added to | 59,978 | 5,320 | 0.97% | 0.94% | 335 | +1,589 | 2.72% | Q1 2026 | May 11, 2026 |
| Investment Planning Advisors, Inc. | History | New | 59,726 | 5,297 | 1.46% | — | 336 | +59,726 | New | Q1 2026 | Apr 23, 2026 |
| World Investment Advisors | History | Added to | 59,678 | 5,293 | 0.09% | 0.07% | 337 | +8,698 | 17.06% | Q1 2026 | Apr 27, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 59,363 | 5,265 | 0.73% | 0.74% | 338 | -383 | -0.64% | Q1 2026 | May 14, 2026 |
| Crewe Advisors LLC | History | Reduced | 58,720 | 5,208 | 0.44% | 0.47% | 339 | -1,427 | -2.37% | Q1 2026 | May 07, 2026 |
| WHITTIER TRUST CO | History | Reduced | 57,320 | 5,179 | 0.06% | 0.06% | 340 | -2,450 | -4.1% | Q1 2026 | Apr 28, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | New | 58,364 | 5,176 | 1.12% | — | 341 | +58,364 | New | Q1 2026 | May 12, 2026 |
| Klingman & Associates, LLC | History | Added to | 58,289 | 5,170 | 0.25% | 0.25% | 342 | +660 | 1.15% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 58,246 | 5,166 | 0.02% | 0.02% | 343 | +856 | 1.49% | Q1 2026 | May 15, 2026 |
| One Degree Advisors Inc | History | Added to | 57,672 | 5,115 | 1.34% | 0.67% | 344 | +30,201 | 109.94% | Q1 2026 | May 01, 2026 |
| Factor Wealth Management LTD | History | Added to | 57,578 | 5,107 | 0.96% | 0.91% | 345 | +9,787 | 20.48% | Q1 2026 | Apr 20, 2026 |
| Advisory Services Network, LLC | History | Added to | 56,953 | 5,051 | 0.07% | 0.07% | 346 | +177 | 0.31% | Q1 2026 | May 15, 2026 |
| Unconventional Investor, LLC | History | Added to | 56,910 | 5,047 | 2.4% | 2.36% | 347 | +796 | 1.42% | Q1 2026 | May 18, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 52,823 | 4,992 | 0.11% | 0.13% | 348 | -5,442 | -9.34% | Q1 2026 | May 04, 2026 |
| Red Wave Investments LLC | History | Reduced | 56,136 | 4,979 | 1.49% | 1.61% | 349 | -4,998 | -8.18% | Q1 2026 | May 08, 2026 |
| Traveka Wealth, LLC | History | Reduced | 56,090 | 4,975 | 1.9% | 2.04% | 350 | -461 | -0.82% | Q1 2026 | Apr 22, 2026 |
| CITIGROUP INC | History | Reduced | 55,929 | 4,960 | 0.0% | 0.03% | 351 | -804,281 | -93.5% | Q1 2026 | May 11, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 56,489 | 4,914 | 0.49% | 0.42% | 352 | +7,655 | 15.68% | Q1 2026 | May 12, 2026 |
| BALANCED WEALTH GROUP LLC | History | Reduced | 54,798 | 4,860 | 1.74% | 1.88% | 353 | -1,291 | -2.3% | Q1 2026 | Apr 23, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 54,581 | 4,841 | 0.82% | 0.94% | 354 | -5,635 | -9.36% | Q1 2026 | May 01, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 54,227 | 4,809 | 1.02% | 0.97% | 355 | +2,423 | 4.68% | Q1 2026 | May 05, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 54,141 | 4,802 | 1.3% | 1.17% | 356 | +5,915 | 12.27% | Q1 2026 | May 12, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 54,006 | 4,790 | 0.45% | 0.46% | 357 | +1,394 | 2.65% | Q1 2026 | May 13, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 53,681 | 4,761 | 0.95% | 0.98% | 358 | +6,208 | 13.08% | Q1 2026 | May 11, 2026 |
| SVRN Asset Management, LLC | History | Added to | 53,492 | 4,744 | 4.59% | 3.88% | 359 | +238 | 0.45% | Q1 2026 | May 12, 2026 |
| Kagan Cocozza Asset Management | History | Added to | 53,438 | 4,739 | 3.33% | 3.0% | 360 | +5,831 | 12.25% | Q1 2026 | Apr 23, 2026 |
| Zeit Capital LLC | History | Added to | 53,414 | 4,737 | 3.17% | 2.77% | 361 | +7,072 | 15.26% | Q1 2026 | May 05, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | Reduced | 53,293 | 4,727 | 0.98% | 1.14% | 362 | -9,211 | -14.74% | Q1 2026 | May 11, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Added to | 52,990 | 4,700 | 2.45% | 2.46% | 363 | +2,214 | 4.36% | Q1 2026 | Apr 22, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 52,841 | 4,675 | 3.37% | 3.37% | 364 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| &PARTNERS | History | Reduced | 52,367 | 4,656 | 0.02% | 0.02% | 365 | -517 | -0.98% | Q1 2026 | May 15, 2026 |
| Pine Ridge Advisers LLC | History | Added to | 52,185 | 4,628 | 0.28% | 0.27% | 366 | +556 | 1.08% | Q1 2026 | May 15, 2026 |
| Consolidated Portfolio Review Corp | History | Added to | 52,185 | 4,628 | 0.42% | 0.39% | 367 | +556 | 1.08% | Q1 2026 | Apr 27, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 52,100 | 4,621 | 0.38% | 0.45% | 368 | -8,845 | -14.51% | Q1 2026 | May 06, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 52,089 | 4,620 | 0.14% | 0.14% | 369 | +2,857 | 5.8% | Q1 2026 | Apr 16, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 49,673 | 4,572 | 0.08% | 0.1% | 370 | -14,584 | -22.7% | Q1 2026 | May 15, 2026 |
| Whitegate Investment Counselors, Inc. | History | Added to | 50,934 | 4,517 | 1.44% | 1.4% | 371 | +345 | 0.68% | Q1 2026 | Apr 27, 2026 |
| Dodds Wealth, LLC | History | Added to | 50,630 | 4,490 | 1.1% | 1.06% | 372 | +1,891 | 3.88% | Q1 2026 | May 08, 2026 |
| Alhambra Investment Management LLC | History | Added to | 50,189 | 4,451 | 2.06% | 1.98% | 373 | +2,018 | 4.19% | Q1 2026 | Apr 15, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Reduced | 49,705 | 4,408 | 0.74% | 2.63% | 374 | -123,679 | -71.33% | Q1 2026 | Apr 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 49,685 | 4,407 | 0.0% | 0.0% | 375 | -42,508 | -46.11% | Q1 2026 | May 12, 2026 |
| MBL Wealth, LLC | History | Added to | 49,614 | 4,400 | 0.33% | 0.33% | 376 | +2,567 | 5.46% | Q1 2026 | Apr 28, 2026 |
| Black Diamond Financial, LLC | History | Added to | 49,561 | 4,396 | 0.48% | 0.46% | 377 | +509 | 1.04% | Q1 2026 | May 05, 2026 |
| 111 Capital | History | New | 49,458 | 4,386 | 1.08% | — | 378 | +49,458 | New | Q1 2026 | May 11, 2026 |
| BOS Asset Management, LLC | History | Added to | 49,007 | 4,346 | 1.11% | 1.12% | 379 | +1,734 | 3.67% | Q1 2026 | Apr 08, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 48,437 | 4,296 | 0.94% | 0.96% | 380 | -483 | -0.99% | Q1 2026 | Apr 27, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 48,378 | 4,291 | 0.23% | 0.23% | 381 | -202 | -0.42% | Q1 2026 | Apr 08, 2026 |
| CENTRAL TRUST Co | History | Added to | 48,326 | 4,286 | 0.08% | 0.07% | 382 | +8,531 | 21.44% | Q1 2026 | Apr 17, 2026 |
| Human Investing LLC | History | Reduced | 48,158 | 4,271 | 0.62% | 0.72% | 383 | -9,598 | -16.62% | Q1 2026 | May 07, 2026 |
| REDW Wealth LLC | History | Reduced | 48,010 | 4,258 | 1.7% | 1.8% | 384 | -5,349 | -10.02% | Q1 2026 | May 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 47,941 | 4,252 | 0.08% | 0.22% | 385 | -78,685 | -62.14% | Q1 2026 | Apr 14, 2026 |
| CONNING INC. | History | Added to | 47,789 | 4,238 | 0.14% | 0.14% | 386 | +2,161 | 4.74% | Q1 2026 | Apr 30, 2026 |
| GK Wealth Management LLC | History | New | 48,353 | 4,222 | 3.67% | — | 388 | +48,353 | New | Q1 2026 | Apr 07, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | Reduced | 48,353 | 4,222 | 3.67% | 4.22% | 387 | -2,577 | -5.06% | Q1 2026 | Apr 07, 2026 |
| LifeGuide Financial Advisors, LLC | History | Reduced | 47,420 | 4,206 | 1.34% | 1.41% | 389 | -530 | -1.11% | Q1 2026 | Apr 08, 2026 |
| Marotta Asset Management | History | Reduced | 47,172 | 4,199 | 0.77% | 0.79% | 390 | -1,267 | -2.62% | Q1 2026 | Apr 27, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 46,141 | 4,092 | 0.22% | 0.29% | 391 | -16,797 | -26.69% | Q1 2026 | May 15, 2026 |
| Payne Capital Management, LLC | History | Reduced | 46,117 | 4,090 | 1.24% | 1.29% | 392 | -216 | -0.47% | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | Reduced | 46,098 | 4,088 | 0.12% | 0.13% | 393 | -5,158 | -10.06% | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 45,614 | 4,046 | 0.08% | 0.08% | 394 | +1,916 | 4.38% | Q1 2026 | May 14, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 45,430 | 4,029 | 0.5% | 0.3% | 395 | +19,375 | 74.36% | Q1 2026 | Apr 23, 2026 |
| Greenspring Advisors, LLC | History | Added to | 45,229 | 4,011 | 0.24% | 0.21% | 396 | +6,454 | 16.64% | Q1 2026 | May 04, 2026 |
| Financial & Tax Architects, LLC | History | Added to | 45,088 | 3,999 | 0.89% | 0.77% | 397 | +6,580 | 17.09% | Q1 2026 | Apr 23, 2026 |
| Sigma Planning Corp | History | Added to | 44,884 | 3,981 | 0.11% | 0.1% | 398 | +3,092 | 7.4% | Q1 2026 | May 04, 2026 |
| Disciplined Investments, LLC | History | Added to | 44,391 | 3,937 | 1.41% | 1.51% | 399 | +65 | 0.15% | Q1 2026 | May 12, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 44,109 | 3,912 | 2.47% | 2.47% | 400 | +3,254 | 7.96% | Q1 2026 | May 11, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 43,615 | 3,868 | 2.13% | 2.21% | 401 | -1,975 | -4.33% | Q1 2026 | Apr 13, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Reduced | 43,613 | 3,868 | 1.02% | 1.03% | 402 | -774 | -1.74% | Q1 2026 | Apr 27, 2026 |
| Matrix Trust Co | History | Added to | 43,589 | 3,866 | 0.64% | 0.63% | 403 | +199 | 0.46% | Q1 2026 | Apr 09, 2026 |
| MFA Wealth Services | History | Added to | 43,494 | 3,857 | 2.55% | 2.52% | 404 | +1,265 | 3.0% | Q1 2026 | Apr 21, 2026 |
| Apella Capital, LLC | History | Added to | 39,885 | 3,856 | 0.06% | 0.07% | 405 | +1,754 | 4.6% | Q1 2026 | Apr 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 43,303 | 3,840 | 0.04% | 0.02% | 406 | +23,183 | 115.22% | Q1 2026 | Apr 20, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 42,957 | 3,810 | 0.11% | 0.1% | 407 | +921 | 2.19% | Q1 2026 | Apr 23, 2026 |
| HB Wealth Management, LLC | History | Reduced | 42,888 | 3,804 | 0.02% | 0.04% | 408 | -24,211 | -36.08% | Q1 2026 | Apr 27, 2026 |
| Tillman Hartley LLC | History | Added to | 42,865 | 3,802 | 0.95% | 0.81% | 409 | +6,445 | 17.7% | Q1 2026 | May 08, 2026 |
| Cordoba Advisory Partners LLC | History | Added to | 42,861 | 3,801 | 1.05% | 0.91% | 410 | +1,371 | 3.3% | Q1 2026 | Apr 28, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 42,752 | 3,792 | 0.09% | 0.08% | 411 | +1,890 | 4.63% | Q1 2026 | May 15, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 42,620 | 3,778 | 1.29% | 1.22% | 412 | +4,351 | 11.37% | Q1 2026 | Apr 14, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Reduced | 42,424 | 3,763 | 1.16% | 1.14% | 413 | -138 | -0.32% | Q1 2026 | Apr 20, 2026 |
| Zhang Financial LLC | History | Added to | 42,264 | 3,748 | 0.13% | 0.14% | 414 | +35 | 0.08% | Q1 2026 | May 06, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 42,007 | 3,726 | 0.0% | 0.0% | 415 | -23,276 | -35.65% | Q1 2026 | Apr 30, 2026 |
| Manchester Capital Management LLC | History | Reduced | 41,803 | 3,707 | 0.53% | 0.54% | 416 | -3,302 | -7.32% | Q1 2026 | May 11, 2026 |
| Vise Technologies, Inc. | History | No change | 41,695 | 3,689 | 0.07% | 0.07% | 417 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Integrated Advisors Network LLC | History | Added to | 41,358 | 3,668 | 0.19% | 0.15% | 418 | +3,483 | 9.2% | Q1 2026 | Apr 28, 2026 |
| Wedmont Private Capital | History | Added to | 39,604 | 3,648 | 0.12% | 0.1% | 419 | +5,916 | 17.56% | Q1 2026 | Apr 09, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 41,077 | 3,643 | 0.04% | 0.04% | 420 | +3,977 | 10.72% | Q1 2026 | May 15, 2026 |
| Grove Bank & Trust | History | Reduced | 41,013 | 3,637 | 0.41% | 1.4% | 421 | -99,789 | -70.87% | Q1 2026 | Apr 08, 2026 |
| IF Advisors, LLC | History | Reduced | 40,981 | 3,635 | 2.57% | 3.02% | 422 | -1,004 | -2.39% | Q1 2026 | May 13, 2026 |
| Abound Wealth Management | History | Added to | 40,819 | 3,620 | 0.82% | 0.82% | 423 | +1,101 | 2.77% | Q1 2026 | Apr 10, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 40,667 | 3,607 | 0.52% | 0.59% | 424 | -2,793 | -6.43% | Q1 2026 | May 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 40,636 | 3,604 | 0.12% | 0.06% | 425 | +2,042 | 5.29% | Q1 2026 | Apr 29, 2026 |
| Quantinno Capital Management LP | History | Added to | 40,595 | 3,600 | 0.01% | 0.01% | 426 | +11,618 | 40.09% | Q1 2026 | May 15, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 40,542 | 3,596 | 0.14% | 0.13% | 427 | +2,747 | 7.27% | Q1 2026 | May 04, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 40,484 | 3,590 | 0.55% | 0.5% | 428 | -30 | -0.07% | Q1 2026 | May 06, 2026 |
| Keewaydin Investments LLC | History | Reduced | 40,468 | 3,589 | 1.13% | 1.66% | 429 | -29,997 | -42.57% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Added to | 40,073 | 3,554 | 0.07% | 0.07% | 430 | +479 | 1.21% | Q1 2026 | Apr 17, 2026 |
| SMART Wealth LLC | History | Added to | 39,965 | 3,544 | 1.04% | 1.04% | 431 | +1,516 | 3.94% | Q1 2026 | Apr 23, 2026 |
| Finhabits Advisors LLC | History | Added to | 39,621 | 3,514 | 3.24% | 3.2% | 432 | +1,128 | 2.93% | Q1 2026 | May 06, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 39,469 | 3,500 | 0.3% | 0.34% | 433 | +166 | 0.42% | Q1 2026 | May 14, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 37,941 | 3,494 | 0.66% | 0.64% | 434 | +1,655 | 4.56% | Q1 2026 | Apr 09, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 39,340 | 3,489 | 1.02% | 1.03% | 435 | +721 | 1.87% | Q1 2026 | Apr 16, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 39,321 | 3,487 | 0.34% | 0.32% | 436 | +2,771 | 7.58% | Q1 2026 | Apr 27, 2026 |
| South Dakota Investment Council | History | Added to | 38,780 | 3,440 | 0.07% | 0.06% | 437 | +780 | 2.05% | Q1 2026 | May 18, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 38,681 | 3,422 | 0.31% | 0.31% | 438 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 38,573 | 3,421 | 0.09% | 0.13% | 439 | -16,661 | -30.16% | Q1 2026 | May 01, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 38,536 | 3,418 | 2.0% | 0.61% | 440 | +26,656 | 224.38% | Q1 2026 | May 11, 2026 |
| FDx Advisors, Inc. | History | Reduced | 38,406 | 3,407 | 1.09% | 1.77% | 441 | -732 | -1.87% | Q1 2026 | May 01, 2026 |
| Frisco Financial Planning LLC | History | Reduced | 38,325 | 3,399 | 2.8% | 2.85% | 442 | -176 | -0.46% | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Added to | 38,283 | 3,395 | 0.04% | 0.03% | 443 | +12,767 | 50.04% | Q1 2026 | May 05, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Added to | 35,618 | 3,394 | 3.19% | 3.16% | 444 | +1,338 | 3.9% | Q1 2026 | Apr 27, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 38,219 | 3,390 | 0.41% | 0.39% | 445 | +214 | 0.56% | Q1 2026 | May 14, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 37,875 | 3,359 | 0.24% | 0.24% | 446 | +25 | 0.07% | Q1 2026 | May 15, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 37,832 | 3,355 | 0.96% | 0.92% | 447 | +1,919 | 5.34% | Q1 2026 | Apr 15, 2026 |
| Addison Capital Co | History | New | 37,710 | 3,344 | 0.59% | — | 449 | +37,710 | New | Q1 2026 | Apr 29, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 37,704 | 3,344 | 0.08% | 0.08% | 448 | -416 | -1.09% | Q1 2026 | May 04, 2026 |
| CROBAN | History | Added to | 37,653 | 3,339 | 1.57% | 1.55% | 450 | +1,396 | 3.85% | Q1 2026 | May 12, 2026 |
| BLUELINE ADVISORS LLC | History | Added to | 37,306 | 3,309 | 2.57% | 2.21% | 451 | +6,646 | 21.68% | Q1 2026 | Apr 07, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 37,288 | 3,307 | 0.1% | 0.1% | 452 | -870 | -2.28% | Q1 2026 | Apr 21, 2026 |
| Transcendent Capital Group LLC | History | Added to | 37,198 | 3,299 | 1.5% | 1.37% | 453 | +3,065 | 8.98% | Q1 2026 | Apr 27, 2026 |
| ASPIRIANT, LLC | History | Reduced | 37,162 | 3,296 | 0.09% | 0.1% | 454 | -819 | -2.16% | Q1 2026 | May 12, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 37,186 | 3,290 | 0.9% | 0.9% | 455 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 36,980 | 3,280 | 0.05% | 0.02% | 457 | +20,718 | 127.4% | Q1 2026 | May 11, 2026 |
| Texas Yale Capital Corp. | History | Added to | 36,988 | 3,280 | 0.09% | 0.1% | 456 | +725 | 2.0% | Q1 2026 | May 04, 2026 |
| Kure Advisory, LLC | History | Added to | 36,935 | 3,276 | 1.78% | 1.72% | 458 | +2,252 | 6.49% | Q1 2026 | Apr 16, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 36,834 | 3,267 | 0.05% | 0.02% | 459 | +21,593 | 141.68% | Q1 2026 | May 04, 2026 |
| Truepoint, Inc. | History | Added to | 36,692 | 3,254 | 0.07% | 0.07% | 460 | +702 | 1.95% | Q1 2026 | May 08, 2026 |
| Prudent Man Advisors, LLC | History | Reduced | 36,594 | 3,245 | 0.97% | 1.27% | 461 | -2,941 | -7.44% | Q1 2026 | May 08, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Reduced | 36,025 | 3,195 | 1.11% | 1.09% | 462 | -112 | -0.31% | Q1 2026 | Apr 21, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 35,842 | 3,179 | 0.1% | 0.09% | 463 | +3,256 | 9.99% | Q1 2026 | May 15, 2026 |
| Moran Wealth Management, LLC | History | Added to | 35,694 | 3,166 | 0.1% | 0.1% | 464 | +214 | 0.6% | Q1 2026 | Apr 27, 2026 |
| Frontier Asset Management, LLC | History | Reduced | 35,690 | 3,165 | 0.66% | 0.74% | 465 | -320 | -0.89% | Q1 2026 | May 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 35,664 | 3,155 | 0.06% | 0.06% | 466 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Independence Asset Advisors, LLC | History | Added to | 35,421 | 3,141 | 1.14% | 1.04% | 467 | +14,123 | 66.31% | Q1 2026 | Apr 22, 2026 |
| Asset Management Group, Inc. | History | Added to | 35,391 | 3,139 | 0.51% | 0.5% | 468 | +176 | 0.5% | Q1 2026 | May 15, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 35,366 | 3,137 | 0.3% | 0.31% | 469 | -1,391 | -3.78% | Q1 2026 | Apr 13, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Reduced | 35,082 | 3,111 | 1.21% | 1.2% | 470 | -87 | -0.25% | Q1 2026 | Apr 29, 2026 |
| Pacific Center for Financial Services | History | Reduced | 35,052 | 3,109 | 0.79% | 4.11% | 471 | -141,035 | -80.09% | Q1 2026 | May 12, 2026 |
| Keel Point, LLC | History | No change | 35,128 | 3,108 | 0.19% | 0.19% | 472 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 34,949 | 3,099 | 0.32% | 0.31% | 473 | +526 | 1.53% | Q1 2026 | May 12, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 34,893 | 3,095 | 0.12% | 0.13% | 474 | -1,370 | -3.78% | Q1 2026 | Apr 10, 2026 |
| TMB Capital Partners, LLC | History | Added to | 34,859 | 3,092 | 1.04% | 1.0% | 475 | +1,658 | 4.99% | Q1 2026 | May 08, 2026 |
| E&R Wealth Management, LLC | History | Added to | 34,501 | 3,060 | 3.05% | 2.92% | 476 | +2,853 | 9.01% | Q1 2026 | May 14, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 34,311 | 3,043 | 0.27% | — | 477 | +34,311 | New | Q1 2026 | Apr 08, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Added to | 34,200 | 3,033 | 1.86% | 1.87% | 479 | +2,356 | 7.4% | Q1 2026 | May 04, 2026 |
| My Personal CFO, LLC | History | Added to | 34,199 | 3,033 | 1.33% | 1.24% | 478 | +620 | 1.85% | Q1 2026 | Apr 21, 2026 |
| Anchor Investment Management, LLC | History | Added to | 34,184 | 3,032 | 0.25% | 0.24% | 480 | +543 | 1.61% | Q1 2026 | May 01, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 34,154 | 3,029 | 1.37% | 1.33% | 481 | +3,997 | 13.25% | Q1 2026 | Apr 20, 2026 |
| ArchPoint Investors | History | No change | 34,136 | 3,027 | 0.72% | 0.72% | 482 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| One Day In July LLC | History | Reduced | 34,053 | 3,020 | 0.24% | 0.27% | 483 | -2,995 | -8.08% | Q1 2026 | May 05, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 34,021 | 3,017 | 1.36% | 1.26% | 484 | +2,579 | 8.2% | Q1 2026 | Apr 24, 2026 |
| Compound Planning, Inc. | History | Reduced | 33,982 | 3,014 | 0.09% | 0.09% | 485 | -1,982 | -5.51% | Q1 2026 | May 14, 2026 |
| Destination Wealth Management | History | Added to | 33,930 | 3,009 | 0.08% | 0.07% | 486 | +3,519 | 11.57% | Q1 2026 | May 15, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 33,890 | 3,006 | 0.2% | 0.21% | 487 | -3,738 | -9.93% | Q1 2026 | Apr 29, 2026 |
| OneAscent Financial Services LLC | History | Added to | 33,877 | 3,004 | 0.16% | 0.14% | 488 | +17,194 | 103.06% | Q1 2026 | Apr 21, 2026 |
| Obsido Oy | History | Added to | 33,767 | 2,995 | 1.81% | 1.71% | 489 | +2,238 | 7.1% | Q1 2026 | May 15, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 33,702 | 2,989 | 1.39% | 1.35% | 490 | +3,176 | 10.4% | Q1 2026 | Apr 09, 2026 |
| Creekside Partners | History | Reduced | 33,022 | 2,929 | 1.21% | 1.26% | 491 | -558 | -1.66% | Q1 2026 | Apr 21, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 32,962 | 2,923 | 0.18% | 0.19% | 492 | +807 | 2.51% | Q1 2026 | Apr 27, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 32,924 | 2,920 | 0.57% | 0.54% | 493 | +2,922 | 9.74% | Q1 2026 | May 14, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 32,850 | 2,913 | 0.28% | 0.29% | 494 | -1,611 | -4.67% | Q1 2026 | Apr 17, 2026 |
| Plus Group Wealth Advisors LLC | History | Added to | 32,829 | 2,911 | 3.2% | 2.67% | 495 | +5,583 | 20.49% | Q1 2026 | Apr 07, 2026 |
| Liberty Capital Management, Inc. | History | No change | 32,762 | 2,899 | 0.54% | 0.54% | 496 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Family Legacy, Inc. | History | Added to | 32,551 | 2,887 | 0.87% | 0.81% | 497 | +1,812 | 5.89% | Q1 2026 | May 12, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Added to | 32,508 | 2,883 | 0.65% | 0.64% | 498 | +489 | 1.53% | Q1 2026 | Apr 15, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 32,504 | 2,883 | 0.29% | 0.31% | 499 | +8 | 0.02% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 31,793 | 2,872 | 0.06% | 0.06% | 500 | -338 | -1.05% | Q1 2026 | Apr 28, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 32,258 | 2,861 | 0.09% | 0.09% | 501 | +888 | 2.83% | Q1 2026 | Apr 08, 2026 |
| Sterling Wealth Management, Inc. | History | Reduced | 32,213 | 2,857 | 0.78% | 0.84% | 502 | -873 | -2.64% | Q1 2026 | May 13, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 32,069 | 2,844 | 0.42% | 0.43% | 503 | -11 | -0.03% | Q1 2026 | May 11, 2026 |
| Global Endowment Management, LP | History | Reduced | 31,900 | 2,830 | 0.32% | 0.42% | 504 | -6,100 | -16.05% | Q1 2026 | May 14, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 31,916 | 2,830 | 0.84% | 0.84% | 505 | +585 | 1.87% | Q1 2026 | May 06, 2026 |
| Asset Advisory Group, Inc. | History | Added to | 31,842 | 2,824 | 1.42% | 1.34% | 506 | +1,420 | 4.67% | Q1 2026 | Apr 16, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 31,801 | 2,820 | 0.05% | 0.05% | 507 | -640 | -1.97% | Q1 2026 | Apr 10, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 31,758 | 2,816 | 0.09% | 0.1% | 508 | -1,922 | -5.71% | Q1 2026 | May 04, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 31,730 | 2,814 | 0.05% | 0.05% | 509 | +5,547 | 21.19% | Q1 2026 | Apr 21, 2026 |
| Symmetry Partners, LLC | History | Added to | 31,563 | 2,799 | 0.16% | 0.15% | 510 | +3,116 | 10.95% | Q1 2026 | Apr 27, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 31,333 | 2,779 | 0.03% | 0.03% | 511 | +4,624 | 17.31% | Q1 2026 | Apr 23, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 31,301 | 2,776 | 0.51% | 0.48% | 512 | +2 | 0.01% | Q1 2026 | May 11, 2026 |
| Carter Financial, LLC | History | Reduced | 31,197 | 2,767 | 2.41% | 2.73% | 513 | -3,764 | -10.77% | Q1 2026 | May 13, 2026 |
| Composition Wealth, LLC | History | Added to | 31,178 | 2,765 | 0.04% | 0.02% | 514 | +13,445 | 75.82% | Q1 2026 | Apr 08, 2026 |
| Root Financial Partners, LLC | History | Added to | 31,055 | 2,754 | 0.13% | 0.1% | 515 | +9,739 | 45.69% | Q1 2026 | Apr 24, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 30,718 | 2,724 | 0.06% | 0.06% | 516 | +911 | 3.06% | Q1 2026 | May 13, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Added to | 30,582 | 2,712 | 1.29% | 0.85% | 517 | +3,799 | 14.18% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 30,477 | 2,703 | 0.74% | 0.83% | 518 | -2,022 | -6.22% | Q1 2026 | May 13, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 30,238 | 2,682 | 2.46% | 2.44% | 519 | +14 | 0.05% | Q1 2026 | Apr 08, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 27,741 | 2,632 | 0.05% | 0.07% | 520 | +11,458 | 70.37% | Q1 2026 | May 01, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 29,614 | 2,626 | 0.12% | 0.12% | 521 | +1,011 | 3.53% | Q1 2026 | May 12, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 29,545 | 2,620 | 1.82% | 2.11% | 522 | +3,867 | 15.06% | Q1 2026 | Apr 22, 2026 |
| Broadview Financial Management, LLC | History | Added to | 29,456 | 2,612 | 1.78% | 1.74% | 523 | +93 | 0.32% | Q1 2026 | May 04, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Added to | 29,867 | 2,608 | 1.53% | 1.45% | 524 | +5 | 0.02% | Q1 2026 | Apr 01, 2026 |
| Kinloch Capital, LLC | History | New | 29,193 | 2,589 | 1.06% | — | 525 | +29,193 | New | Q1 2026 | May 15, 2026 |
| Axos Invest Inc. | History | Added to | 29,187 | 2,588 | 1.96% | 1.85% | 526 | +813 | 2.87% | Q1 2026 | May 12, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 29,058 | 2,577 | 0.27% | 0.23% | 527 | +4,241 | 17.09% | Q1 2026 | May 07, 2026 |
| COURIER CAPITAL LLC | History | Added to | 28,977 | 2,570 | 0.14% | 0.14% | 528 | +211 | 0.73% | Q1 2026 | Apr 23, 2026 |
| LM Advisors LLC | History | No change | 228 | 2,570 | 0.04% | 0.05% | 529 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PROSPERITY BANCSHARES INC | History | Added to | 28,931 | 2,566 | 2.06% | 2.03% | 530 | +3,452 | 13.55% | Q1 2026 | May 12, 2026 |
| Unison Advisors LLC | History | Added to | 28,844 | 2,558 | 0.19% | 0.22% | 531 | +498 | 1.76% | Q1 2026 | Apr 28, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 28,745 | 2,550 | 0.17% | 0.11% | 532 | +8,511 | 42.06% | Q1 2026 | May 13, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 28,715 | 2,546 | 0.39% | 0.35% | 533 | +2,395 | 9.1% | Q1 2026 | Apr 15, 2026 |
| BTC Capital Management, Inc. | History | No change | 28,609 | 2,537 | 0.17% | 0.18% | 534 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 28,586 | 2,535 | 0.01% | 0.01% | 535 | -1,026 | -3.46% | Q1 2026 | May 13, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 28,433 | 2,522 | 0.03% | 0.03% | 536 | -335 | -1.16% | Q1 2026 | May 13, 2026 |
| Wealth Advisory Solutions, LLC | History | New | 28,213 | 2,502 | 0.56% | — | 537 | +28,213 | New | Q1 2026 | Apr 22, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 28,198 | 2,501 | 0.01% | 0.01% | 538 | +3,272 | 13.13% | Q1 2026 | May 14, 2026 |
| NOVEM GROUP | History | Added to | 28,165 | 2,498 | 0.29% | 0.28% | 539 | +702 | 2.56% | Q1 2026 | Apr 10, 2026 |
| Clayton Financial Group LLC | History | Added to | 28,141 | 2,496 | 1.28% | 1.2% | 540 | +1,467 | 5.5% | Q1 2026 | Apr 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 28,091 | 2,491 | 0.01% | 0.01% | 541 | -7,305 | -20.64% | Q1 2026 | May 14, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 28,060 | 2,488 | 0.01% | 0.01% | 542 | -676 | -2.35% | Q1 2026 | May 05, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 27,992 | 2,482 | 0.04% | 0.03% | 543 | +5,154 | 22.57% | Q1 2026 | May 13, 2026 |
| Johnson Wealth Management, LLC | History | Added to | 27,982 | 2,482 | 1.2% | 1.22% | 544 | +301 | 1.09% | Q1 2026 | Apr 23, 2026 |
| Westwind Capital | History | Added to | 27,743 | 2,461 | 0.59% | 0.37% | 545 | +7,119 | 34.52% | Q1 2026 | Apr 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 27,639 | 2,451 | 0.03% | 0.03% | 546 | -2,089 | -7.03% | Q1 2026 | Apr 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 27,611 | 2,449 | 0.04% | 0.04% | 547 | +5,096 | 22.63% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 27,545 | 2,442 | 0.18% | 0.14% | 548 | +1,040 | 3.92% | Q1 2026 | May 20, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 27,473 | 2,436 | 0.07% | 0.08% | 549 | -803 | -2.84% | Q1 2026 | May 11, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 27,285 | 2,420 | 0.54% | 0.63% | 550 | -2,335 | -7.88% | Q1 2026 | May 14, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 27,318 | 2,417 | 0.73% | 0.73% | 551 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 27,135 | 2,406 | 0.26% | 0.29% | 552 | -2,752 | -9.21% | Q1 2026 | May 12, 2026 |
| Scott & Selber, Inc. | History | Added to | 26,948 | 2,390 | 0.62% | 0.58% | 553 | +853 | 3.27% | Q1 2026 | Apr 16, 2026 |
| Continuum Advisory, LLC | History | Added to | 26,873 | 2,383 | 0.23% | 0.23% | 554 | +1,273 | 4.97% | Q1 2026 | Apr 22, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Reduced | 26,776 | 2,375 | 0.49% | 1.29% | 555 | -46,066 | -63.24% | Q1 2026 | Apr 21, 2026 |
| One Capital Management, LLC | History | Reduced | 26,785 | 2,375 | 0.07% | 0.07% | 556 | -827 | -3.0% | Q1 2026 | May 12, 2026 |
| DAVENPORT & Co LLC | History | Added to | 26,749 | 2,372 | 0.01% | 0.01% | 557 | +89 | 0.33% | Q1 2026 | Apr 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 26,683 | 2,366 | 0.05% | 0.05% | 558 | -98 | -0.37% | Q1 2026 | Apr 15, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 26,644 | 2,363 | 0.83% | 1.08% | 559 | -6,985 | -20.77% | Q1 2026 | Apr 21, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 26,242 | 2,357 | 0.16% | 0.2% | 560 | -4,727 | -15.26% | Q1 2026 | May 12, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | Reduced | 26,836 | 2,343 | 2.71% | 8.57% | 561 | -70,200 | -72.34% | Q1 2026 | Apr 30, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 26,235 | 2,327 | 0.87% | 0.89% | 562 | -564 | -2.1% | Q1 2026 | Apr 13, 2026 |
| WATERS PARKERSON & CO., LLC | History | Reduced | 26,141 | 2,318 | 0.12% | 0.11% | 563 | -160 | -0.61% | Q1 2026 | Apr 29, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 26,446 | 2,309 | 0.15% | 0.11% | 564 | +723 | 2.81% | Q1 2026 | Apr 24, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 26,002 | 2,306 | 0.02% | 0.02% | 565 | +4,945 | 23.48% | Q1 2026 | Apr 07, 2026 |
| BESSEMER GROUP INC | History | Reduced | 25,911 | 2,298 | 0.0% | 0.0% | 566 | -88 | -0.34% | Q1 2026 | May 06, 2026 |
| Bay Rivers Group | History | Added to | 25,885 | 2,296 | 0.96% | 0.91% | 567 | +581 | 2.3% | Q1 2026 | Apr 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 25,840 | 2,291 | 0.1% | 0.11% | 568 | -168 | -0.65% | Q1 2026 | Apr 28, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 25,822 | 2,290 | 0.18% | 0.19% | 569 | -574 | -2.17% | Q1 2026 | May 07, 2026 |
| Man Group plc | History | Reduced | 25,735 | 2,282 | 0.0% | 0.02% | 570 | -79,359 | -75.51% | Q1 2026 | May 15, 2026 |
| Hardin Capital Partners, LLC | History | Reduced | 25,734 | 2,282 | 1.06% | 1.08% | 571 | -14 | -0.05% | Q1 2026 | Apr 08, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 25,691 | 2,278 | 0.01% | 0.01% | 572 | -253 | -0.98% | Q1 2026 | Apr 24, 2026 |
| Carnegie Investment Counsel | History | Added to | 25,435 | 2,256 | 0.04% | 0.04% | 573 | +529 | 2.12% | Q1 2026 | May 01, 2026 |
| Sherman Asset Management, Inc. | History | Added to | 25,377 | 2,250 | 2.07% | 1.73% | 574 | +2,233 | 9.65% | Q1 2026 | May 05, 2026 |
| Capital Management Associates, Inc | History | Reduced | 25,257 | 2,240 | 0.51% | 0.5% | 575 | -430 | -1.67% | Q1 2026 | Apr 22, 2026 |
| WBH ADVISORY INC | History | Reduced | 25,058 | 2,230 | 0.17% | 0.17% | 576 | -424 | -1.66% | Q1 2026 | Apr 27, 2026 |
| Dakota Wealth Management | History | Reduced | 25,101 | 2,226 | 0.05% | 0.04% | 577 | -269 | -1.06% | Q1 2026 | May 07, 2026 |
| Frankly Finances, LLC | History | Added to | 25,084 | 2,224 | 2.01% | 1.88% | 578 | +2,729 | 12.21% | Q1 2026 | Apr 29, 2026 |
| Marble Harbor Investment Counsel, LLC | History | Added to | 25,025 | 2,219 | 0.24% | 0.23% | 579 | +525 | 2.14% | Q1 2026 | May 08, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 25,015 | 2,218 | 0.87% | 0.66% | 580 | +6,774 | 37.14% | Q1 2026 | Apr 17, 2026 |
| Stelac Advisory Services LLC | History | Added to | 24,861 | 2,205 | 0.45% | 0.71% | 581 | +2,182 | 9.62% | Q1 2026 | May 08, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 24,748 | 2,195 | 0.02% | 0.02% | 582 | -596 | -2.35% | Q1 2026 | May 13, 2026 |
| YANKCOM Partnership | History | Added to | 24,703 | 2,191 | 0.9% | 0.8% | 583 | +3,488 | 16.44% | Q1 2026 | Apr 20, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Reduced | 24,691 | 2,190 | 1.84% | 1.88% | 584 | -996 | -3.88% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 24,632 | 2,184 | 0.0% | 0.0% | 585 | +5,671 | 29.91% | Q1 2026 | May 15, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 24,568 | 2,179 | 0.03% | 0.03% | 586 | +583 | 2.43% | Q1 2026 | Apr 30, 2026 |
| Mascoma Wealth Management LLC | History | New | 24,061 | 2,134 | 0.44% | — | 588 | +24,061 | New | Q1 2026 | Apr 30, 2026 |
| Pioneer Wealth Management Group | History | Added to | 24,064 | 2,134 | 0.6% | 0.65% | 587 | +43 | 0.18% | Q1 2026 | Apr 08, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 24,015 | 2,130 | 0.11% | 0.15% | 589 | -305 | -1.25% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 23,999 | 2,128 | 0.25% | 0.2% | 590 | +7,617 | 46.5% | Q1 2026 | May 15, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | Reduced | 23,967 | 2,125 | 1.37% | 1.35% | 591 | -175 | -0.72% | Q1 2026 | Apr 29, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 23,956 | 2,124 | 0.08% | 0.08% | 592 | +1,238 | 5.45% | Q1 2026 | Apr 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 23,794 | 2,110 | 0.02% | 0.02% | 593 | +689 | 2.98% | Q1 2026 | May 08, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 23,704 | 2,102 | 0.1% | 0.09% | 594 | +293 | 1.25% | Q1 2026 | Apr 29, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 23,677 | 2,100 | 0.24% | 0.21% | 595 | +2,596 | 12.31% | Q1 2026 | May 06, 2026 |
| Safe Harbor Fiduciary, LLC | History | Added to | 23,663 | 2,098 | 2.0% | 1.79% | 596 | +717 | 3.12% | Q1 2026 | May 15, 2026 |
| BKM Wealth Management, LLC | History | Added to | 23,613 | 2,094 | 0.76% | 0.7% | 597 | +2,043 | 9.47% | Q1 2026 | Apr 22, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Added to | 23,526 | 2,086 | 1.51% | 1.32% | 598 | +3,408 | 16.94% | Q1 2026 | Apr 09, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 23,469 | 2,081 | 0.46% | 0.8% | 599 | -17,153 | -42.23% | Q1 2026 | Apr 03, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 23,424 | 2,077 | 0.84% | 0.83% | 600 | +163 | 0.7% | Q1 2026 | May 08, 2026 |
| Talon Private Wealth, LLC | History | New | 23,315 | 2,067 | 0.27% | — | 601 | +23,315 | New | Q1 2026 | May 15, 2026 |
| Nikulski Financial, Inc. | History | Added to | 23,238 | 2,061 | 0.51% | 0.24% | 602 | +12,038 | 107.48% | Q1 2026 | May 14, 2026 |
| Private Advisory Group LLC | History | New | 23,077 | 2,046 | 0.13% | — | 604 | +23,077 | New | Q1 2026 | May 08, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 23,068 | 2,046 | 0.15% | 0.04% | 603 | +17,926 | 348.62% | Q1 2026 | Apr 30, 2026 |
| Petix & Botte Co | History | Reduced | 22,920 | 2,033 | 0.45% | 0.5% | 605 | -1,923 | -7.74% | Q1 2026 | Apr 30, 2026 |
| VERITY Wealth Advisors | History | Reduced | 22,848 | 2,026 | 1.35% | 1.36% | 606 | -1,864 | -7.54% | Q1 2026 | Apr 09, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 22,805 | 2,024 | 0.57% | 0.27% | 607 | +12,309 | 117.27% | Q1 2026 | Apr 30, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 22,956 | 2,023 | 0.06% | 0.18% | 608 | -45,415 | -66.42% | Q1 2026 | May 11, 2026 |
| First PREMIER Bank | History | Added to | 22,777 | 2,020 | 0.47% | 0.43% | 609 | +1,701 | 8.07% | Q1 2026 | Apr 20, 2026 |
| Family CFO Inc | History | Added to | 22,671 | 2,010 | 0.9% | 0.86% | 610 | +995 | 4.59% | Q1 2026 | Apr 28, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 22,626 | 2,006 | 0.51% | 0.53% | 611 | -507 | -2.19% | Q1 2026 | Apr 22, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 22,547 | 1,999 | 0.08% | 0.08% | 612 | -1,009 | -4.28% | Q1 2026 | Apr 16, 2026 |
| Hansen & Associates Financial Group, Inc. | History | Added to | 21,808 | 1,967 | 1.06% | 0.3% | 613 | +15,883 | 268.07% | Q1 2026 | May 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 22,033 | 1,954 | 0.04% | 0.04% | 614 | -292 | -1.31% | Q1 2026 | Apr 27, 2026 |
| Prime Buchholz LLC | History | Added to | 22,004 | 1,951 | 1.02% | 1.06% | 616 | +1,739 | 8.58% | Q1 2026 | May 14, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | Reduced | 20,262 | 1,951 | 0.7% | 0.69% | 615 | -50 | -0.25% | Q1 2026 | May 11, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 20,983 | 1,946 | 0.3% | 0.28% | 618 | +1,054 | 5.29% | Q1 2026 | Apr 16, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 21,943 | 1,946 | 0.06% | 0.06% | 617 | +47 | 0.21% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Advisors LLC | History | Added to | 21,935 | 1,945 | 1.56% | 1.64% | 619 | +238 | 1.1% | Q1 2026 | May 01, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 21,861 | 1,939 | 0.4% | 0.24% | 620 | +9,767 | 80.76% | Q1 2026 | Apr 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 21,444 | 1,902 | 0.02% | — | 621 | +21,444 | New | Q1 2026 | May 01, 2026 |
| CGN Advisors LLC | History | Added to | 21,418 | 1,899 | 0.15% | 0.14% | 622 | +1,043 | 5.12% | Q1 2026 | Apr 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 21,401 | 1,898 | 0.01% | 0.01% | 623 | -1,515 | -6.61% | Q1 2026 | May 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 21,398 | 1,897 | 0.02% | 0.03% | 624 | -2,236 | -9.46% | Q1 2026 | Apr 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 21,357 | 1,894 | 0.09% | 0.03% | 625 | +13,473 | 170.89% | Q1 2026 | May 18, 2026 |
| Aspen Investment Management Inc | History | Added to | 21,345 | 1,893 | 0.58% | 0.54% | 626 | +1,247 | 6.2% | Q1 2026 | Apr 15, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 21,253 | 1,885 | 0.23% | 0.22% | 627 | +1,147 | 5.7% | Q1 2026 | May 04, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 21,156 | 1,883 | 0.09% | 0.1% | 628 | -615 | -2.82% | Q1 2026 | Apr 27, 2026 |
| Inman Jager Wealth Management, LLC | History | Added to | 21,239 | 1,883 | 1.1% | 1.15% | 629 | +81 | 0.38% | Q1 2026 | Apr 23, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 21,155 | 1,876 | 0.41% | 0.26% | 630 | +7,357 | 53.32% | Q1 2026 | Apr 15, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 20,936 | 1,857 | 0.04% | 0.04% | 631 | -290 | -1.37% | Q1 2026 | May 14, 2026 |
| Sepio Capital, LP | History | Reduced | 20,750 | 1,840 | 0.1% | 0.1% | 632 | -902 | -4.17% | Q1 2026 | May 13, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 20,739 | 1,839 | 0.38% | 0.34% | 633 | +2,224 | 12.01% | Q1 2026 | May 08, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 20,662 | 1,832 | 0.08% | 0.06% | 634 | +814 | 4.1% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 20,536 | 1,821 | 0.02% | 0.03% | 635 | -4,380 | -17.58% | Q1 2026 | Apr 23, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 141,992 | 1,819 | 0.01% | 0.0% | 636 | +130,820 | 1170.96% | Q1 2026 | May 14, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 20,477 | 1,816 | 0.57% | 0.61% | 637 | +428 | 2.13% | Q1 2026 | Apr 15, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 20,468 | 1,815 | 0.65% | 0.63% | 638 | +1 | 0.0% | Q1 2026 | May 05, 2026 |
| Smithfield Trust Co | History | Reduced | 20,410 | 1,809 | 0.08% | 0.09% | 639 | -2,355 | -10.34% | Q1 2026 | May 08, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 20,374 | 1,807 | 0.09% | 0.01% | 640 | +17,934 | 735.0% | Q1 2026 | Apr 17, 2026 |
| Montecito Bank & Trust | History | Added to | 20,300 | 1,800 | 0.3% | 0.26% | 641 | +2,156 | 11.88% | Q1 2026 | Apr 16, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 18,747 | 1,789 | 0.02% | 0.02% | 642 | +203 | 1.09% | Q1 2026 | May 06, 2026 |
| Western Wealth Management, LLC | History | Reduced | 19,860 | 1,761 | 0.06% | 0.11% | 643 | -7,215 | -26.65% | Q1 2026 | May 19, 2026 |
| Roundview Capital LLC | History | Added to | 19,850 | 1,760 | 0.11% | 0.1% | 644 | +999 | 5.3% | Q1 2026 | May 08, 2026 |
| Orion Capital Management LLC | History | Added to | 19,845 | 1,760 | 0.61% | 0.57% | 645 | +746 | 3.91% | Q1 2026 | May 14, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Reduced | 19,827 | 1,758 | 0.26% | 0.26% | 646 | -89 | -0.45% | Q1 2026 | Apr 24, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 19,739 | 1,750 | 0.17% | 0.17% | 647 | -1,535 | -7.22% | Q1 2026 | May 11, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 19,704 | 1,747 | 0.06% | 0.05% | 649 | +2,748 | 16.21% | Q1 2026 | Apr 20, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 19,696 | 1,747 | 0.01% | 0.01% | 648 | -267 | -1.34% | Q1 2026 | May 05, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 19,651 | 1,743 | 1.64% | 1.67% | 650 | -396 | -1.98% | Q1 2026 | May 08, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 19,640 | 1,737 | 0.59% | 0.59% | 651 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 19,584 | 1,736 | 0.01% | 0.01% | 652 | +2,994 | 18.05% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 19,425 | 1,723 | 0.0% | 0.0% | 653 | +1,591 | 8.92% | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 78,844 | 1,722 | 0.08% | 0.03% | 654 | -18,297 | -18.84% | Q1 2026 | May 15, 2026 |
| Five Pine Wealth Management | History | Added to | 19,334 | 1,714 | 1.07% | 0.95% | 655 | +2,544 | 15.15% | Q1 2026 | Apr 16, 2026 |
| Brooklyn FI, LLC | History | Reduced | 19,306 | 1,712 | 0.36% | 0.37% | 656 | -471 | -2.38% | Q1 2026 | May 11, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 19,297 | 1,711 | 0.55% | 0.56% | 657 | -1,028 | -5.06% | Q1 2026 | Apr 23, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 19,235 | 1,706 | 0.6% | 0.6% | 658 | +244 | 1.28% | Q1 2026 | Apr 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 19,133 | 1,697 | 0.03% | 0.02% | 659 | +9,974 | 108.9% | Q1 2026 | May 11, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 19,131 | 1,696 | 0.44% | 0.44% | 660 | -270 | -1.39% | Q1 2026 | Apr 15, 2026 |
| Field & Main Bank | History | Added to | 19,024 | 1,687 | 0.49% | 0.48% | 661 | +215 | 1.14% | Q1 2026 | Apr 10, 2026 |
| Vivaldi Capital Management LP | History | Added to | 18,994 | 1,684 | 0.23% | 0.23% | 662 | +272 | 1.45% | Q1 2026 | May 14, 2026 |
| PEAK6 LLC | History | Reduced | 18,948 | 1,680 | 0.0% | 0.01% | 663 | -18,652 | -49.61% | Q1 2026 | May 13, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Added to | 18,878 | 1,675 | 0.65% | 0.59% | 664 | +1,746 | 10.19% | Q1 2026 | May 07, 2026 |
| Noble Wealth Management PBC | History | Reduced | 18,881 | 1,674 | 0.84% | 0.98% | 665 | -3,168 | -14.37% | Q1 2026 | Apr 02, 2026 |
| IMC-Chicago, LLC | History | Reduced | 18,837 | 1,670 | 0.0% | 0.0% | 666 | -23,948 | -55.97% | Q1 2026 | May 05, 2026 |
| Simmons Bank | History | Reduced | 18,811 | 1,668 | 0.11% | 0.11% | 667 | -150 | -0.79% | Q1 2026 | Apr 23, 2026 |
| Advisor OS, LLC | History | New | 18,755 | 1,663 | 0.12% | — | 668 | +18,755 | New | Q1 2026 | May 07, 2026 |
| AE Wealth Management LLC | History | Reduced | 18,665 | 1,655 | 0.01% | 0.01% | 669 | -4,896 | -20.78% | Q1 2026 | May 13, 2026 |
| Covenant Asset Management, LLC | History | Reduced | 18,600 | 1,649 | 0.25% | 0.2% | 670 | -82 | -0.44% | Q1 2026 | Apr 14, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 17,473 | 1,648 | 0.52% | 0.5% | 671 | +1,277 | 7.88% | Q1 2026 | May 12, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 18,575 | 1,647 | 0.19% | 0.13% | 672 | -607 | -3.16% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | New | 18,516 | 1,642 | 0.0% | — | 673 | +18,516 | New | Q1 2026 | May 14, 2026 |
| Dunhill Financial, LLC | History | Added to | 18,501 | 1,641 | 0.39% | 0.34% | 674 | +2,746 | 17.43% | Q1 2026 | May 06, 2026 |
| Blue Trust, Inc. | History | Reduced | 18,480 | 1,639 | 0.02% | 0.03% | 676 | -8,429 | -31.32% | Q1 2026 | Apr 20, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 18,525 | 1,639 | 0.08% | 0.08% | 675 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Jacobi Capital Management LLC | History | Added to | 18,445 | 1,636 | 0.09% | 0.07% | 677 | +5,399 | 41.38% | Q1 2026 | May 13, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Reduced | 18,099 | 1,605 | 0.47% | 0.63% | 678 | -4,779 | -20.89% | Q1 2026 | Apr 20, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | Reduced | 18,060 | 1,601 | 0.93% | 0.98% | 679 | -525 | -2.82% | Q1 2026 | May 13, 2026 |
| NBT BANK N A /NY | History | Added to | 18,032 | 1,599 | 0.1% | 0.11% | 680 | +341 | 1.93% | Q1 2026 | Apr 28, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 18,067 | 1,598 | 0.01% | 0.01% | 681 | -1,762 | -8.89% | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 18,013 | 1,597 | 0.06% | 0.07% | 682 | -5,440 | -23.2% | Q1 2026 | Apr 14, 2026 |
| Breakwater Investment Management | History | Reduced | 18,014 | 1,597 | 0.59% | 0.65% | 683 | -2,389 | -11.71% | Q1 2026 | May 14, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 17,980 | 1,594 | 0.42% | 0.46% | 684 | -2,125 | -10.57% | Q1 2026 | Apr 22, 2026 |
| Alpine Bank Wealth Management | History | Added to | 17,966 | 1,593 | 0.23% | 0.22% | 685 | +316 | 1.79% | Q1 2026 | Apr 21, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 17,905 | 1,588 | 0.17% | 0.15% | 686 | +1,659 | 10.21% | Q1 2026 | May 13, 2026 |
| Prospect Financial Group LLC | History | Added to | 17,889 | 1,586 | 1.46% | 1.47% | 687 | +68 | 0.38% | Q1 2026 | May 05, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 17,482 | 1,550 | 0.07% | 0.08% | 688 | +1,095 | 6.68% | Q1 2026 | Apr 15, 2026 |
| St. Louis Trust Co | History | Added to | 17,485 | 1,550 | 0.18% | 0.17% | 689 | +352 | 2.05% | Q1 2026 | May 14, 2026 |
| North Star Investment Management Corp. | History | Added to | 17,459 | 1,548 | 0.09% | 0.08% | 690 | +2,183 | 14.29% | Q1 2026 | Apr 23, 2026 |
| TI-TRUST, INC | History | Added to | 17,326 | 1,536 | 0.91% | 0.92% | 691 | +396 | 2.34% | Q1 2026 | Apr 28, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | New | 17,550 | 1,535 | 0.78% | — | 692 | +17,550 | New | Q1 2026 | May 15, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 17,250 | 1,530 | 0.82% | 0.8% | 693 | -135 | -0.78% | Q1 2026 | May 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 17,244 | 1,529 | 0.09% | 0.03% | 694 | -126,454 | -88.0% | Q1 2026 | May 12, 2026 |
| EPIQ PARTNERS, LLC | History | Added to | 17,225 | 1,527 | 0.71% | 0.68% | 695 | +829 | 5.06% | Q1 2026 | Apr 09, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 17,211 | 1,526 | 0.13% | 0.13% | 696 | -144 | -0.83% | Q1 2026 | May 05, 2026 |
| Vestcor Inc | History | Added to | 17,155 | 1,522 | 0.04% | 0.02% | 697 | +9,766 | 132.17% | Q1 2026 | May 12, 2026 |
| Slow Capital, Inc. | History | Reduced | 17,149 | 1,521 | 0.2% | 0.18% | 698 | -130 | -0.75% | Q1 2026 | Apr 24, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 17,140 | 1,520 | 0.35% | 0.29% | 699 | +2,415 | 16.4% | Q1 2026 | Apr 15, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 17,118 | 1,518 | 0.5% | 0.47% | 701 | +1,177 | 7.38% | Q1 2026 | Apr 24, 2026 |
| Sierra Capital LLC | History | Added to | 17,111 | 1,518 | 0.17% | 0.16% | 700 | +50 | 0.29% | Q1 2026 | May 15, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 17,101 | 1,516 | 0.08% | 0.1% | 702 | -3,309 | -16.21% | Q1 2026 | May 14, 2026 |
| Sylvest Advisors, LLC | History | New | 17,088 | 1,515 | 0.81% | — | 703 | +17,088 | New | Q1 2026 | Apr 22, 2026 |
| First Financial Bank - Trust Division | History | Reduced | 17,058 | 1,513 | 0.12% | 0.14% | 704 | -1,541 | -8.29% | Q1 2026 | Apr 01, 2026 |
| AlphaCore Capital LLC | History | Reduced | 17,028 | 1,510 | 0.04% | 0.04% | 705 | -1,594 | -8.56% | Q1 2026 | May 15, 2026 |
| Graetz Wealth LLC | History | Added to | 16,882 | 1,497 | 1.34% | 1.27% | 706 | +1,093 | 6.92% | Q1 2026 | Apr 30, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 16,851 | 1,494 | 0.01% | 0.01% | 707 | +1,195 | 7.63% | Q1 2026 | May 11, 2026 |
| Cooke Wealth Management, LLC | History | Added to | 16,756 | 1,486 | 1.32% | 1.24% | 708 | +1,080 | 6.89% | Q1 2026 | Apr 10, 2026 |
| Burton Enright Welch | History | Reduced | 16,742 | 1,485 | 0.2% | 0.22% | 711 | -605 | -3.49% | Q1 2026 | May 01, 2026 |
| Verde Capital Management | History | Added to | 16,749 | 1,485 | 0.32% | 0.31% | 709 | +527 | 3.25% | Q1 2026 | Apr 17, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 16,750 | 1,485 | 0.05% | 0.05% | 710 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 16,728 | 1,483 | 0.11% | 0.11% | 713 | -1,290 | -7.16% | Q1 2026 | May 12, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 16,723 | 1,483 | 0.19% | 0.19% | 712 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hershey Financial Advisers, LLC | History | Added to | 16,677 | 1,479 | 1.28% | 0.98% | 714 | +3,561 | 27.15% | Q1 2026 | May 06, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 16,656 | 1,477 | 0.15% | 0.16% | 715 | +201 | 1.22% | Q1 2026 | May 06, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 16,632 | 1,475 | 0.05% | 0.05% | 716 | -58 | -0.35% | Q1 2026 | Apr 22, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 16,622 | 1,474 | 0.06% | 0.07% | 717 | -1,266 | -7.08% | Q1 2026 | May 12, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 16,600 | 1,472 | 0.39% | 0.45% | 718 | -2,862 | -14.71% | Q1 2026 | Apr 10, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 16,587 | 1,471 | 0.49% | 0.96% | 720 | -16,254 | -49.49% | Q1 2026 | Apr 14, 2026 |
| NBC SECURITIES, INC. | History | Added to | 16,590 | 1,471 | 0.11% | 0.1% | 719 | +1,585 | 10.56% | Q1 2026 | Apr 14, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Reduced | 16,551 | 1,468 | 0.42% | 0.44% | 721 | -389 | -2.3% | Q1 2026 | Apr 28, 2026 |
| Choate Investment Advisors | History | Added to | 16,519 | 1,465 | 0.03% | 0.03% | 722 | +208 | 1.28% | Q1 2026 | May 13, 2026 |
| Waterford Advisors, LLC | History | New | 16,743 | 1,462 | 0.46% | — | 724 | +16,743 | New | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 16,489 | 1,462 | 0.09% | 0.08% | 723 | +799 | 5.09% | Q1 2026 | May 13, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 16,482 | 1,461 | 0.13% | 0.14% | 725 | -756 | -4.39% | Q1 2026 | May 14, 2026 |
| Lutz Financial Services LLC | History | Reduced | 16,269 | 1,443 | 0.1% | 0.1% | 726 | -544 | -3.24% | Q1 2026 | May 04, 2026 |
| North Berkeley Wealth Management, LLC | History | Reduced | 16,192 | 1,436 | 0.76% | 0.85% | 727 | -146 | -0.89% | Q1 2026 | May 15, 2026 |
| Garner Asset Management Corp | History | Added to | 16,184 | 1,435 | 0.56% | 0.55% | 728 | +125 | 0.78% | Q1 2026 | Apr 28, 2026 |
| William Howard & Co Financial Advisors Inc | History | Added to | 16,054 | 1,424 | 1.23% | 1.12% | 729 | +1,000 | 6.64% | Q1 2026 | Apr 30, 2026 |
| Centennial Bank/AR/ | History | Added to | 16,034 | 1,422 | 0.51% | 0.56% | 730 | +142 | 0.89% | Q1 2026 | May 06, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 15,686 | 1,417 | 0.32% | 0.23% | 732 | -2,083 | -11.72% | Q1 2026 | Apr 14, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 15,995 | 1,417 | 0.19% | 0.22% | 731 | +172 | 1.09% | Q1 2026 | Apr 08, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 16,011 | 1,416 | 0.1% | 0.1% | 733 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Reduced | 15,938 | 1,413 | 0.3% | 0.26% | 734 | -275 | -1.7% | Q1 2026 | Apr 30, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 15,822 | 1,403 | 0.07% | 0.07% | 735 | +904 | 6.06% | Q1 2026 | Apr 15, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 15,745 | 1,396 | 0.51% | 0.49% | 736 | -863 | -5.2% | Q1 2026 | May 12, 2026 |
| Cedar Point Capital Partners, LLC | History | New | 15,684 | 1,391 | 0.9% | — | 737 | +15,684 | New | Q1 2026 | May 06, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | New | 15,659 | 1,388 | 1.51% | — | 738 | +15,659 | New | Q1 2026 | May 15, 2026 |
| One Wealth Map LLC | History | Reduced | 14,434 | 1,386 | 0.65% | 0.68% | 739 | -484 | -3.24% | Q1 2026 | May 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 15,596 | 1,383 | 0.07% | 0.08% | 740 | -394 | -2.46% | Q1 2026 | May 07, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 15,475 | 1,372 | 0.07% | 0.08% | 741 | -883 | -5.4% | Q1 2026 | Apr 23, 2026 |
| HORAN Wealth, LLC | History | Added to | 15,484 | 1,371 | 0.13% | 0.11% | 742 | +7,742 | 100.0% | Q1 2026 | May 08, 2026 |
| Prospera Financial Services Inc | History | Reduced | 15,346 | 1,363 | 0.02% | 0.02% | 743 | -362 | -2.3% | Q1 2026 | Apr 14, 2026 |
| River Street Advisors LLC | History | Reduced | 15,363 | 1,362 | 0.46% | 0.63% | 744 | -3,518 | -18.63% | Q1 2026 | Apr 21, 2026 |
| Creegan & Nassoura Financial Group, LLC | History | No change | 15,370 | 1,360 | 0.88% | 0.88% | 745 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 15,252 | 1,352 | 0.02% | 0.02% | 746 | +3,221 | 26.77% | Q1 2026 | Apr 20, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 15,203 | 1,348 | 0.01% | — | 747 | +15,203 | New | Q1 2026 | May 15, 2026 |
| Briggs Wealth Management, Inc | History | No change | 15,118 | 1,340 | 1.42% | 1.44% | 748 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 15,085 | 1,338 | 0.03% | 0.06% | 749 | +86 | 0.57% | Q1 2026 | Apr 27, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 15,082 | 1,337 | 0.34% | 0.35% | 750 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 15,007 | 1,331 | 0.03% | 0.02% | 751 | +865 | 6.12% | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 14,974 | 1,328 | 0.0% | 0.0% | 752 | -17,023 | -53.2% | Q1 2026 | May 13, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 14,962 | 1,327 | 0.31% | 0.3% | 753 | -21 | -0.14% | Q1 2026 | May 08, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 14,953 | 1,326 | 0.04% | 0.04% | 754 | -580 | -3.73% | Q1 2026 | May 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 14,930 | 1,324 | 0.03% | 0.06% | 755 | -16,862 | -53.04% | Q1 2026 | May 15, 2026 |
| Fund Evaluation Group, LLC | History | No change | 14,861 | 1,318 | 0.04% | 0.04% | 756 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 14,496 | 1,307 | 0.04% | 0.04% | 759 | -6,448 | -30.79% | Q1 2026 | Apr 08, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 14,743 | 1,307 | 0.07% | 0.09% | 757 | -5,997 | -28.92% | Q1 2026 | Apr 13, 2026 |
| PLIMOTH TRUST CO LLC | History | Reduced | 14,742 | 1,307 | 0.29% | 0.31% | 758 | -1,112 | -7.01% | Q1 2026 | Apr 27, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 14,607 | 1,300 | 0.07% | 0.09% | 760 | -6,907 | -32.1% | Q1 2026 | May 12, 2026 |
| Argent Trust Co | History | Added to | 14,645 | 1,299 | 0.04% | 0.04% | 761 | +2,178 | 17.47% | Q1 2026 | May 13, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 14,627 | 1,297 | 0.53% | 0.56% | 762 | -1,818 | -11.06% | Q1 2026 | May 07, 2026 |
| Rossmore Private Capital | History | Added to | 14,570 | 1,292 | 0.11% | 0.11% | 763 | +10 | 0.07% | Q1 2026 | May 01, 2026 |
| Andrews Advisory Associates, LLC | History | Reduced | 14,524 | 1,288 | 0.68% | 1.31% | 765 | -13,375 | -47.94% | Q1 2026 | May 14, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 14,527 | 1,288 | 0.3% | 0.31% | 764 | -807 | -5.26% | Q1 2026 | Apr 10, 2026 |
| Ascentis Independent Advisors | History | Added to | 14,459 | 1,282 | 0.1% | 0.1% | 766 | +7,270 | 101.13% | Q1 2026 | Apr 28, 2026 |
| Newport Capital Group, LLC | History | Added to | 14,456 | 1,282 | 0.78% | 0.71% | 767 | +1,281 | 9.72% | Q1 2026 | May 11, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 14,337 | 1,271 | 0.17% | 0.17% | 768 | +830 | 6.14% | Q1 2026 | Apr 28, 2026 |
| CITY HOLDING CO | History | Reduced | 14,299 | 1,268 | 0.16% | 0.2% | 769 | -3,625 | -20.22% | Q1 2026 | Apr 15, 2026 |
| Sovran Advisors, LLC | History | Reduced | 13,170 | 1,268 | 0.1% | 0.1% | 770 | -302 | -2.24% | Q1 2026 | May 01, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 14,280 | 1,266 | 0.07% | 0.22% | 771 | -31,642 | -68.9% | Q1 2026 | May 01, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 14,231 | 1,262 | 0.11% | 0.18% | 772 | -9,612 | -40.31% | Q1 2026 | Apr 15, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 14,119 | 1,252 | 0.53% | 0.55% | 773 | -177 | -1.24% | Q1 2026 | May 11, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 13,397 | 1,250 | 0.37% | 0.37% | 775 | +142 | 1.07% | Q1 2026 | Apr 16, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 14,095 | 1,250 | 0.29% | 0.28% | 774 | +4 | 0.03% | Q1 2026 | May 14, 2026 |
| Westside Investment Management, Inc. | History | Added to | 14,037 | 1,245 | 0.19% | 0.2% | 776 | +80 | 0.57% | Q1 2026 | May 04, 2026 |
| VANGUARD GROUP INC | History | No change | 14,060 | 1,244 | 0.0% | 0.0% | 777 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DT Investment Partners, LLC | History | Reduced | 13,826 | 1,226 | 0.1% | 0.1% | 778 | -397 | -2.79% | Q1 2026 | May 14, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 13,824 | 1,226 | 0.17% | 0.17% | 779 | +51 | 0.37% | Q1 2026 | Apr 24, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | Reduced | 13,815 | 1,225 | 0.83% | 0.8% | 780 | -50 | -0.36% | Q1 2026 | May 14, 2026 |
| Vernal Point Advisors, LLC | History | No change | 13,805 | 1,224 | 0.5% | 0.5% | 781 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 13,701 | 1,215 | 0.59% | 0.64% | 782 | -822 | -5.66% | Q1 2026 | May 05, 2026 |
| Vanguard National Trust Co | History | New | 13,679 | 1,213 | 0.08% | — | 783 | +13,679 | New | Q1 2026 | May 08, 2026 |
| Kassira Wealth Management LLC | History | Added to | 13,655 | 1,211 | 1.11% | 1.02% | 784 | +1,535 | 12.67% | Q1 2026 | Apr 30, 2026 |
| Texas Bank & Trust Co | History | Added to | 13,624 | 1,208 | 0.45% | 0.42% | 785 | +610 | 4.69% | Q1 2026 | Apr 30, 2026 |
| Facet Wealth, Inc. | History | Added to | 13,601 | 1,206 | 0.02% | 0.02% | 786 | +1,254 | 10.16% | Q1 2026 | May 07, 2026 |
| Sincerus Advisory, LLC | History | Reduced | 13,594 | 1,205 | 0.91% | 0.97% | 787 | -88 | -0.64% | Q1 2026 | Apr 06, 2026 |
| Faithward Advisors, LLC | History | Added to | 13,582 | 1,204 | 0.17% | 0.11% | 788 | +5,186 | 61.77% | Q1 2026 | Apr 17, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 13,435 | 1,191 | 0.08% | 0.09% | 789 | -2,800 | -17.25% | Q1 2026 | May 14, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 13,362 | 1,185 | 0.11% | 0.12% | 790 | -1,036 | -7.2% | Q1 2026 | Apr 16, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 13,369 | 1,185 | 0.48% | 0.51% | 791 | -662 | -4.72% | Q1 2026 | Apr 20, 2026 |
| Nordwand Advisors, LLC | History | Reduced | 13,318 | 1,181 | 0.21% | 0.22% | 792 | -615 | -4.41% | Q1 2026 | May 07, 2026 |
| Acropolis Investment Management, LLC | History | No change | 13,298 | 1,179 | 0.05% | 0.05% | 793 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Larson Financial Group LLC | History | Reduced | 13,278 | 1,177 | 0.04% | 0.04% | 794 | -358 | -2.63% | Q1 2026 | May 15, 2026 |
| Stokes Family Office, LLC | History | Reduced | 13,265 | 1,176 | 0.12% | 0.11% | 795 | -905 | -6.39% | Q1 2026 | May 11, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 13,258 | 1,175 | 0.08% | 0.1% | 796 | -3,724 | -21.93% | Q1 2026 | May 14, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 13,224 | 1,172 | 0.07% | 0.07% | 797 | -522 | -3.8% | Q1 2026 | May 14, 2026 |
| RED REEF ADVISORS LLC | History | Added to | 13,215 | 1,172 | 1.23% | 1.15% | 798 | +395 | 3.08% | Q1 2026 | May 12, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 13,195 | 1,170 | 0.46% | 0.45% | 799 | +367 | 2.86% | Q1 2026 | May 04, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Added to | 13,185 | 1,169 | 1.02% | 1.0% | 800 | +334 | 2.6% | Q1 2026 | Apr 21, 2026 |
| WESBANCO BANK INC | History | Reduced | 13,165 | 1,167 | 0.03% | 0.03% | 801 | -763 | -5.48% | Q1 2026 | Apr 21, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Reduced | 13,119 | 1,163 | 0.34% | 0.36% | 802 | -330 | -2.45% | Q1 2026 | May 07, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 13,040 | 1,156 | 0.51% | 0.52% | 803 | +245 | 1.91% | Q1 2026 | May 08, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 12,966 | 1,150 | 0.19% | 0.17% | 804 | +1,697 | 15.06% | Q1 2026 | Apr 21, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 12,895 | 1,143 | 0.08% | 0.08% | 806 | -1,541 | -10.67% | Q1 2026 | May 05, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 12,408 | 1,143 | 0.16% | 0.15% | 805 | +396 | 3.3% | Q1 2026 | Apr 13, 2026 |
| Visionary Wealth Advisors | History | Reduced | 12,879 | 1,142 | 0.05% | 0.05% | 807 | -70 | -0.54% | Q1 2026 | May 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 12,867 | 1,141 | 0.04% | 0.04% | 809 | +636 | 5.2% | Q1 2026 | May 06, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 12,874 | 1,141 | 0.04% | 0.04% | 808 | -236 | -1.8% | Q1 2026 | May 14, 2026 |
| Donalies Financial Planning, LLC | History | Added to | 12,828 | 1,137 | 0.97% | 0.93% | 810 | +417 | 3.36% | Q1 2026 | May 05, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 12,803 | 1,135 | 0.14% | 0.14% | 811 | +254 | 2.02% | Q1 2026 | Apr 10, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 12,015 | 1,132 | 0.25% | 0.2% | 812 | +1,962 | 19.52% | Q1 2026 | Apr 16, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 12,743 | 1,130 | 0.19% | 0.16% | 813 | +2,089 | 19.61% | Q1 2026 | Apr 28, 2026 |
| Quantbot Technologies LP | History | Added to | 12,719 | 1,128 | 0.05% | 0.03% | 814 | +3,755 | 41.89% | Q1 2026 | May 13, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 11,606 | 1,126 | 0.45% | 0.41% | 815 | +180 | 1.58% | Q1 2026 | Apr 27, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | New | 11,644 | 1,125 | 0.51% | — | 816 | +11,644 | New | Q1 2026 | Apr 23, 2026 |
| Independent Advisor Alliance | History | Added to | 12,681 | 1,124 | 0.01% | 0.02% | 817 | +1,389 | 12.3% | Q1 2026 | May 12, 2026 |
| General Partner, Inc. | History | No change | 12,632 | 1,120 | 0.68% | 0.63% | 818 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | Reduced | 12,620 | 1,119 | 0.1% | 0.14% | 819 | -2,642 | -17.31% | Q1 2026 | Apr 23, 2026 |
| Ameraudi Asset Management, Inc. | History | Added to | 12,596 | 1,117 | 0.61% | 0.53% | 820 | +1,669 | 15.27% | Q1 2026 | May 15, 2026 |
| Robinson Value Management, Ltd. | History | Reduced | 12,479 | 1,106 | 0.62% | 0.65% | 821 | -1,034 | -7.65% | Q1 2026 | May 05, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 12,465 | 1,105 | 0.06% | 0.08% | 822 | -1,776 | -12.47% | Q1 2026 | Apr 23, 2026 |
| DBK Financial Counsel, LLC | History | No change | 12,490 | 1,105 | 0.85% | 0.85% | 823 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 12,429 | 1,102 | 0.13% | 0.13% | 824 | -99 | -0.79% | Q1 2026 | Apr 21, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 12,418 | 1,101 | 0.38% | 0.38% | 825 | +160 | 1.31% | Q1 2026 | Apr 08, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 12,217 | 1,083 | 0.08% | 0.08% | 826 | -109 | -0.88% | Q1 2026 | Apr 13, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 12,200 | 1,082 | 0.04% | 0.05% | 827 | -2,151 | -14.99% | Q1 2026 | Apr 16, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 12,139 | 1,076 | 0.21% | 0.21% | 828 | -99 | -0.81% | Q1 2026 | May 11, 2026 |
| Brio Consultants, LLC | History | Reduced | 11,226 | 1,074 | 0.13% | 0.13% | 829 | -443 | -3.8% | Q1 2026 | May 06, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 12,100 | 1,073 | 0.01% | 0.01% | 830 | -8,882 | -42.33% | Q1 2026 | May 14, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 12,063 | 1,070 | 0.11% | 0.11% | 831 | -184 | -1.5% | Q1 2026 | Apr 15, 2026 |
| Magnus Financial Group LLC | History | Reduced | 12,018 | 1,065 | 0.09% | 0.08% | 832 | -18 | -0.15% | Q1 2026 | Apr 10, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 11,999 | 1,064 | 0.16% | 0.16% | 833 | -100 | -0.83% | Q1 2026 | Apr 16, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 11,907 | 1,056 | 0.05% | 0.05% | 834 | +332 | 2.87% | Q1 2026 | Apr 28, 2026 |
| CVA Family Office, LLC | History | Added to | 11,899 | 1,055 | 0.11% | 0.11% | 835 | +787 | 7.08% | Q1 2026 | Apr 29, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 11,878 | 1,053 | 0.3% | 0.3% | 836 | -547 | -4.4% | Q1 2026 | Apr 10, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 11,868 | 1,052 | 0.4% | — | 838 | +11,868 | New | Q1 2026 | Apr 28, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 11,870 | 1,052 | 0.35% | 0.4% | 837 | -1,963 | -14.19% | Q1 2026 | May 06, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 11,828 | 1,049 | 0.41% | 0.45% | 839 | -739 | -5.88% | Q1 2026 | May 11, 2026 |
| Curran Financial Partners, LLC | History | Reduced | 11,781 | 1,044 | 0.19% | 0.2% | 840 | -420 | -3.44% | Q1 2026 | Apr 15, 2026 |
| Causey Wealth LLC | History | Added to | 11,748 | 1,042 | 0.44% | 0.5% | 841 | +109 | 0.94% | Q1 2026 | May 12, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 11,666 | 1,034 | 0.59% | 0.73% | 842 | -2,752 | -19.09% | Q1 2026 | May 01, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 11,625 | 1,031 | 0.17% | 0.14% | 844 | +2,224 | 23.66% | Q1 2026 | May 05, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 11,629 | 1,031 | 0.11% | 0.12% | 843 | +33 | 0.28% | Q1 2026 | May 14, 2026 |
| Independence Bank of Kentucky | History | Reduced | 11,621 | 1,030 | 0.13% | 0.13% | 846 | -255 | -2.15% | Q1 2026 | Apr 30, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 11,614 | 1,030 | 0.08% | 0.08% | 845 | -57 | -0.49% | Q1 2026 | May 13, 2026 |
| Logan Stone Capital, LLC | History | New | 11,587 | 1,027 | 0.29% | — | 848 | +11,587 | New | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 11,580 | 1,027 | 0.02% | 0.02% | 847 | -1,096 | -8.65% | Q1 2026 | Apr 22, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 11,535 | 1,023 | 0.34% | 0.56% | 849 | -1,088 | -8.62% | Q1 2026 | Apr 20, 2026 |
| CRA Financial Services, LLC | History | Reduced | 11,527 | 1,022 | 0.13% | 0.17% | 850 | -3,200 | -21.73% | Q1 2026 | Apr 09, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 11,523 | 1,019 | 0.08% | 0.08% | 851 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 11,457 | 1,016 | 0.04% | 0.01% | 852 | +8,991 | 364.6% | Q1 2026 | Apr 21, 2026 |
| Hyundai Investments Co., Ltd. | History | Added to | 11,639 | 1,016 | 1.14% | 0.49% | 853 | +6,055 | 108.43% | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | Reduced | 11,450 | 1,015 | 0.04% | 0.05% | 854 | -750 | -6.15% | Q1 2026 | Apr 30, 2026 |
| Livet Wealth, LLC | History | Added to | 11,439 | 1,014 | 0.64% | 0.61% | 857 | +210 | 1.87% | Q1 2026 | Apr 24, 2026 |
| CURIO WEALTH, LLC | History | Added to | 11,440 | 1,014 | 0.35% | 0.36% | 855 | +129 | 1.14% | Q1 2026 | May 11, 2026 |
| MASECO LLP | History | Added to | 11,439 | 1,014 | 0.03% | 0.04% | 856 | +125 | 1.1% | Q1 2026 | Apr 21, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 11,410 | 1,012 | 0.03% | 0.03% | 858 | -141 | -1.22% | Q1 2026 | May 15, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 11,386 | 1,009 | 0.18% | 0.17% | 859 | +88 | 0.78% | Q1 2026 | May 12, 2026 |
| American Financial Advisors, LLC | History | Added to | 11,355 | 1,007 | 0.13% | 0.13% | 861 | +372 | 3.39% | Q1 2026 | May 13, 2026 |
| Winthrop Partners - WNY, LLC | History | Reduced | 11,357 | 1,007 | 0.54% | 0.55% | 860 | -285 | -2.45% | Q1 2026 | May 07, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 11,347 | 1,006 | 0.06% | 0.08% | 862 | -4,279 | -27.38% | Q1 2026 | Apr 09, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | Reduced | 11,316 | 1,003 | 0.48% | 0.47% | 863 | -194 | -1.69% | Q1 2026 | Apr 20, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 11,275 | 1,000 | 0.38% | 0.46% | 864 | +498 | 4.62% | Q1 2026 | May 15, 2026 |
| Emerald Investment Advisers, LLC | History | New | 11,239 | 996 | 0.09% | — | 865 | +11,239 | New | Q1 2026 | May 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 11,095 | 984 | 0.01% | 0.01% | 866 | +1,355 | 13.91% | Q1 2026 | May 13, 2026 |
| Crews Bank & Trust | History | Reduced | 11,091 | 983 | 0.14% | 0.16% | 867 | -1,540 | -12.19% | Q1 2026 | May 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 11,056 | 980 | 0.01% | 0.02% | 868 | -972 | -8.08% | Q1 2026 | May 05, 2026 |
| SageView Advisory Group, LLC | History | No change | 11,036 | 976 | 0.03% | 0.03% | 869 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 10,965 | 972 | 0.02% | — | 871 | +10,965 | New | Q1 2026 | May 15, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 10,964 | 972 | 0.12% | 0.14% | 870 | -1,936 | -15.01% | Q1 2026 | Apr 08, 2026 |
| Reality Financial Planning Services, LLC | History | Reduced | 10,914 | 968 | 0.93% | 0.98% | 872 | -652 | -5.64% | Q1 2026 | Apr 24, 2026 |
| Bouchey Financial Group Ltd | History | No change | 10,425 | 967 | 0.07% | 0.07% | 873 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 10,865 | 963 | 0.38% | 0.33% | 874 | +1,343 | 14.1% | Q1 2026 | May 14, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 10,853 | 962 | 0.69% | 0.74% | 875 | -581 | -5.08% | Q1 2026 | May 07, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 10,824 | 960 | 0.13% | 0.12% | 876 | -198 | -1.8% | Q1 2026 | May 11, 2026 |
| TPG Advisors LLC | History | Added to | 10,817 | 959 | 0.6% | 0.58% | 877 | +215 | 2.03% | Q1 2026 | Apr 22, 2026 |
| NICOLET BANKSHARES INC | History | New | 10,764 | 958 | 0.04% | — | 879 | +10,764 | New | Q1 2026 | May 14, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 10,698 | 958 | 0.06% | 0.06% | 878 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NESTEGG ADVISORS, INC. | History | Reduced | 10,786 | 956 | 0.84% | 0.91% | 881 | -1,280 | -10.61% | Q1 2026 | Apr 08, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 8,474 | 956 | 0.06% | 0.06% | 880 | -306 | -3.49% | Q1 2026 | Apr 27, 2026 |
| Sowell Financial Services LLC | History | Reduced | 10,700 | 949 | 0.04% | 0.04% | 882 | -699 | -6.13% | Q1 2026 | Apr 20, 2026 |
| WASHINGTON TRUST Co | History | Added to | 10,667 | 946 | 0.03% | 0.03% | 883 | +279 | 2.69% | Q1 2026 | Apr 06, 2026 |
| Foster Group, Inc. | History | Reduced | 10,621 | 942 | 0.03% | 0.04% | 884 | -3,363 | -24.05% | Q1 2026 | Apr 13, 2026 |
| Martel Wealth Advisors LLC | History | Reduced | 10,572 | 937 | 0.16% | 0.16% | 885 | -149 | -1.39% | Q1 2026 | May 01, 2026 |
| Powerhouse Assets LLC | History | Added to | 10,539 | 934 | 0.81% | 0.76% | 886 | +816 | 8.39% | Q1 2026 | Apr 28, 2026 |
| IFP Advisors, Inc | History | Reduced | 10,464 | 928 | 0.02% | 0.02% | 887 | -1,002 | -8.74% | Q1 2026 | Apr 13, 2026 |
| Piedmont Capital Management, LLC | History | Reduced | 10,244 | 926 | 0.47% | 0.46% | 888 | -48 | -0.47% | Q1 2026 | May 15, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 10,418 | 923 | 0.1% | 0.12% | 889 | -2,113 | -16.86% | Q1 2026 | May 04, 2026 |
| Invesco Ltd. | History | Added to | 10,356 | 918 | 0.0% | 0.0% | 890 | +266 | 2.64% | Q1 2026 | May 12, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 10,300 | 913 | 0.19% | 0.17% | 891 | +1,061 | 11.48% | Q1 2026 | Apr 13, 2026 |
| Bank OZK | History | Added to | 10,296 | 913 | 0.32% | 0.32% | 892 | +88 | 0.86% | Q1 2026 | May 13, 2026 |
| Forum Financial Management, LP | History | Reduced | 10,287 | 912 | 0.01% | 0.01% | 893 | -145 | -1.39% | Q1 2026 | Apr 23, 2026 |
| Mustard Seed Financial, LLC | History | Reduced | 10,272 | 911 | 0.55% | 0.57% | 894 | -6 | -0.06% | Q1 2026 | Apr 27, 2026 |
| American Trust | History | Reduced | 10,263 | 910 | 0.08% | 0.08% | 895 | -699 | -6.38% | Q1 2026 | May 01, 2026 |
| Capital Analysts, LLC | History | Added to | 10,243 | 909 | 0.02% | 0.03% | 896 | +15 | 0.15% | Q1 2026 | May 14, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 10,202 | 904 | 0.44% | 0.45% | 897 | +142 | 1.41% | Q1 2026 | May 15, 2026 |
| Great Hill Capital LLC | History | Added to | 10,134 | 898 | 0.06% | 0.05% | 899 | +4,634 | 84.25% | Q1 2026 | Apr 29, 2026 |
| Trust Co | History | Added to | 10,130 | 898 | 0.08% | 0.08% | 898 | +201 | 2.02% | Q1 2026 | Apr 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 9,535 | 897 | 0.08% | 0.07% | 900 | +39 | 0.41% | Q1 2026 | Apr 30, 2026 |
| Genesis Financial Group, LLC | History | Added to | 10,098 | 895 | 0.57% | 0.44% | 901 | +1,563 | 18.31% | Q1 2026 | May 18, 2026 |
| Dockside LLC | History | New | 10,076 | 893 | 0.22% | — | 903 | +10,076 | New | Q1 2026 | May 08, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 10,071 | 893 | 0.04% | 0.04% | 902 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 9,896 | 877 | 0.58% | 0.59% | 904 | +265 | 2.75% | Q1 2026 | Apr 23, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 9,857 | 874 | 0.1% | 0.1% | 905 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Curbstone Financial Management Corp | History | Added to | 9,814 | 870 | 0.17% | 0.16% | 906 | +150 | 1.55% | Q1 2026 | Apr 15, 2026 |
| Apeiron RIA LLC | History | Added to | 9,795 | 868 | 0.2% | 0.17% | 907 | +427 | 4.56% | Q1 2026 | Apr 27, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | Reduced | 9,794 | 868 | 0.69% | 0.72% | 908 | -71 | -0.72% | Q1 2026 | May 04, 2026 |
| BLB&B Advisors, LLC | History | Added to | 9,766 | 866 | 0.04% | 0.02% | 909 | +3,435 | 54.26% | Q1 2026 | Apr 28, 2026 |
| Chesapeake Wealth Management | History | Reduced | 9,761 | 865 | 0.27% | 0.26% | 910 | -17 | -0.17% | Q1 2026 | May 18, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 9,733 | 863 | 0.11% | 0.11% | 911 | +1,003 | 11.49% | Q1 2026 | Apr 27, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 9,724 | 862 | 0.01% | 0.01% | 912 | +1,452 | 17.55% | Q1 2026 | Apr 21, 2026 |
| Intellectus Partners, LLC | History | No change | 9,725 | 862 | 0.18% | 0.17% | 913 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 9,672 | 857 | 0.51% | 0.52% | 914 | -17 | -0.18% | Q1 2026 | Apr 16, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 9,595 | 851 | 0.11% | 0.73% | 916 | -53,309 | -84.75% | Q1 2026 | Apr 16, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 9,595 | 851 | 0.03% | 0.03% | 915 | -869 | -8.3% | Q1 2026 | Apr 24, 2026 |
| Westfuller Advisors, LLC | History | Added to | 9,582 | 849 | 0.37% | 0.31% | 917 | +779 | 8.85% | Q1 2026 | Apr 28, 2026 |
| MAYPORT, LLC | History | New | 9,565 | 848 | 0.16% | — | 918 | +9,565 | New | Q1 2026 | Apr 21, 2026 |
| Lexington Hill Partners, LLC | History | Reduced | 9,557 | 847 | 0.48% | 0.69% | 922 | -844 | -8.11% | Q1 2026 | Apr 16, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 9,558 | 847 | 0.12% | 0.21% | 921 | +611 | 6.83% | Q1 2026 | May 12, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Reduced | 9,559 | 847 | 0.17% | 0.19% | 920 | -482 | -4.8% | Q1 2026 | May 08, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 9,552 | 847 | 0.07% | 0.07% | 919 | -97 | -1.01% | Q1 2026 | May 14, 2026 |
| Ruedi Wealth Management, Inc. | History | Reduced | 9,544 | 846 | 0.22% | 0.23% | 923 | -231 | -2.36% | Q1 2026 | May 01, 2026 |
| Oakmont Advisory Group, LLC | History | Added to | 9,514 | 843 | 0.86% | 0.7% | 925 | +2,091 | 28.17% | Q1 2026 | May 12, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 9,508 | 843 | 0.1% | 0.08% | 924 | +1,785 | 23.11% | Q1 2026 | Apr 23, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 9,481 | 840 | 0.14% | 0.15% | 926 | -685 | -6.74% | Q1 2026 | Apr 21, 2026 |
| Bucket List Wealth Management, LLC | History | Added to | 9,466 | 839 | 0.51% | 0.5% | 927 | +45 | 0.48% | Q1 2026 | May 07, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 9,450 | 838 | 0.01% | 0.01% | 928 | -246 | -2.54% | Q1 2026 | Apr 13, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 9,439 | 837 | 0.02% | 0.03% | 929 | -800 | -7.81% | Q1 2026 | May 14, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 9,394 | 833 | 0.66% | 0.51% | 930 | +1,293 | 15.96% | Q1 2026 | Apr 13, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 9,376 | 831 | 0.04% | 0.1% | 931 | -11,106 | -54.22% | Q1 2026 | Apr 27, 2026 |
| Eagle Bay Advisors LLC | History | New | 9,362 | 830 | 0.73% | — | 932 | +9,362 | New | Q1 2026 | Apr 24, 2026 |
| AMG National Trust Bank | History | Added to | 9,352 | 829 | 0.02% | 0.02% | 933 | +1,271 | 15.73% | Q1 2026 | May 04, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 9,351 | 829 | 0.09% | 0.09% | 934 | -29 | -0.31% | Q1 2026 | May 04, 2026 |
| Wiser Advisor Group LLC | History | Reduced | 9,313 | 826 | 1.0% | 1.01% | 935 | -674 | -6.75% | Q1 2026 | Apr 22, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 9,278 | 822 | 0.05% | 0.05% | 936 | -50 | -0.54% | Q1 2026 | Apr 29, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | No change | 8,595 | 820 | 0.2% | 0.2% | 937 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| True North Advisors, LLC | History | Added to | 9,181 | 814 | 0.09% | 0.06% | 938 | +4,200 | 84.32% | Q1 2026 | May 07, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 9,170 | 813 | 0.01% | 0.02% | 939 | -4,157 | -31.19% | Q1 2026 | May 11, 2026 |
| Financial Perspectives, Inc | History | Added to | 9,168 | 813 | 0.23% | 0.22% | 940 | +4 | 0.04% | Q1 2026 | May 11, 2026 |
| Clifford Group, LLC | History | Added to | 9,143 | 811 | 0.62% | 0.58% | 941 | +585 | 6.84% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 9,142 | 810 | 0.04% | 0.03% | 942 | +1,021 | 12.57% | Q1 2026 | May 12, 2026 |
| DV Trading LLC | History | Added to | 9,122 | 809 | 0.02% | 0.02% | 943 | +2,878 | 46.09% | Q1 2026 | May 15, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 9,070 | 804 | 0.14% | 0.14% | 944 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| KOM Wealth Management Group, LLC | History | Reduced | 9,036 | 801 | 0.55% | 0.74% | 945 | -2,838 | -23.9% | Q1 2026 | Apr 23, 2026 |
| Bramshill Investments, LLC | History | Reduced | 9,000 | 798 | 0.07% | 0.05% | 946 | -1,000 | -10.0% | Q1 2026 | May 15, 2026 |
| Knollwood Investment Advisory, LLC | History | Added to | 8,989 | 797 | 0.08% | 0.07% | 947 | +63 | 0.71% | Q1 2026 | May 14, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 8,952 | 794 | 0.23% | 0.23% | 948 | +47 | 0.53% | Q1 2026 | Apr 22, 2026 |
| Winter & Associates, Inc. | History | Reduced | 8,755 | 791 | 0.69% | 0.86% | 949 | -1,772 | -16.83% | Q1 2026 | Apr 08, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 8,911 | 790 | 0.12% | 0.15% | 950 | -2,000 | -18.33% | Q1 2026 | Apr 14, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 8,845 | 784 | 0.38% | 0.37% | 951 | +751 | 9.28% | Q1 2026 | Apr 22, 2026 |
| PFG Investments, LLC | History | Reduced | 8,819 | 782 | 0.04% | 0.04% | 952 | -99 | -1.11% | Q1 2026 | Apr 27, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 8,782 | 778 | 0.49% | 0.26% | 953 | +82 | 0.94% | Q1 2026 | May 01, 2026 |
| Stablepoint Partners, LLC | History | Added to | 8,737 | 774 | 0.12% | 0.11% | 954 | +990 | 12.78% | Q1 2026 | Apr 30, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 8,662 | 768 | 0.01% | 0.01% | 955 | +430 | 5.22% | Q1 2026 | May 12, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 8,607 | 766 | 0.08% | — | 956 | +8,607 | New | Q1 2026 | Apr 23, 2026 |
| New Republic Capital, LLC | History | Reduced | 8,588 | 761 | 0.26% | 0.33% | 958 | -5,271 | -38.03% | Q1 2026 | May 01, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 8,587 | 761 | 0.17% | 0.16% | 957 | +170 | 2.02% | Q1 2026 | May 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 8,518 | 755 | 0.04% | 0.04% | 959 | -104 | -1.21% | Q1 2026 | Apr 20, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 8,571 | 752 | 0.18% | 0.11% | 960 | +2,902 | 51.19% | Q1 2026 | Apr 17, 2026 |
| Worth Asset Management, LLC | History | New | 8,467 | 751 | 0.28% | — | 962 | +8,467 | New | Q1 2026 | Apr 17, 2026 |
| United Community Bank | History | Reduced | 8,467 | 751 | 0.25% | 0.4% | 961 | -3,461 | -29.02% | Q1 2026 | Apr 24, 2026 |
| MOTCO | History | Reduced | 8,430 | 747 | 0.07% | 0.07% | 963 | -27 | -0.32% | Q1 2026 | Apr 22, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 8,415 | 746 | 0.0% | 0.0% | 964 | -521 | -5.83% | Q1 2026 | May 08, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 8,380 | 745 | 0.0% | 0.01% | 966 | -3,905 | -31.79% | Q1 2026 | May 12, 2026 |
| AlTi Global, Inc. | History | Reduced | 8,400 | 745 | 0.02% | 0.02% | 965 | -173 | -2.02% | Q1 2026 | May 07, 2026 |
| Berman McAleer LLC | History | Reduced | 8,379 | 743 | 0.1% | 0.11% | 967 | -600 | -6.68% | Q1 2026 | Apr 17, 2026 |
| Carrera Capital Advisors | History | Reduced | 8,376 | 742 | 0.11% | 0.14% | 968 | -1,226 | -12.77% | Q1 2026 | May 04, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 8,358 | 741 | 0.15% | 0.15% | 969 | -229 | -2.67% | Q1 2026 | May 14, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 8,284 | 734 | 0.29% | 0.3% | 970 | -737 | -8.17% | Q1 2026 | Apr 07, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 8,250 | 731 | 0.48% | 0.49% | 971 | -430 | -4.95% | Q1 2026 | Apr 21, 2026 |
| Mason Investment Advisory Services, Inc. | History | Reduced | 8,147 | 722 | 0.03% | 0.03% | 972 | -182 | -2.19% | Q1 2026 | May 14, 2026 |
| KPP Advisory Services LLC | History | No change | 8,128 | 720 | 0.1% | 0.1% | 973 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Sunpointe, LLC | History | Added to | 8,096 | 718 | 0.24% | 0.19% | 974 | +1,536 | 23.41% | Q1 2026 | Apr 21, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | No change | 8,085 | 717 | 0.42% | 0.41% | 975 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hudock, Inc. | History | Reduced | 8,074 | 716 | 0.11% | 0.11% | 976 | -734 | -8.33% | Q1 2026 | May 13, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 8,069 | 715 | 0.37% | 0.37% | 977 | +155 | 1.96% | Q1 2026 | May 13, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 8,051 | 714 | 0.31% | 0.48% | 978 | -4,344 | -35.05% | Q1 2026 | May 12, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 8,019 | 711 | 0.01% | 0.01% | 979 | -1,927 | -19.37% | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Added to | 7,991 | 708 | 0.02% | 0.02% | 980 | +389 | 5.12% | Q1 2026 | Apr 22, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 7,985 | 708 | 0.04% | 0.04% | 981 | +47 | 0.59% | Q1 2026 | May 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 7,979 | 707 | 0.02% | 0.04% | 982 | -5,899 | -42.51% | Q1 2026 | Apr 17, 2026 |
| Smith Partners Wealth Management, LLC | History | Reduced | 7,962 | 706 | 0.63% | 0.84% | 984 | -2,381 | -23.02% | Q1 2026 | May 11, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 7,966 | 706 | 0.18% | 0.16% | 983 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Caldwell Trust Co | History | Reduced | 7,953 | 705 | 0.06% | 0.06% | 985 | -108 | -1.34% | Q1 2026 | Apr 22, 2026 |
| Fidato Wealth LLC | History | Reduced | 7,931 | 703 | 0.46% | 0.45% | 986 | -79 | -0.99% | Q1 2026 | May 07, 2026 |
| NerdWallet Wealth Partners, LLC | History | Reduced | 7,901 | 700 | 0.31% | 0.67% | 987 | -8,877 | -52.91% | Q1 2026 | May 05, 2026 |
| Canal Capital Management, LLC | History | Added to | 7,874 | 698 | 0.09% | 0.06% | 989 | +2,692 | 51.95% | Q1 2026 | Apr 27, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 7,869 | 698 | 0.08% | 0.08% | 988 | -2 | -0.03% | Q1 2026 | Apr 14, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 7,864 | 697 | 0.0% | 0.0% | 990 | -1,450 | -15.57% | Q1 2026 | May 05, 2026 |
| Farmers National Bank | History | No change | 7,838 | 693 | 0.15% | 0.15% | 991 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 7,798 | 691 | 0.32% | 0.3% | 992 | +15 | 0.19% | Q1 2026 | May 14, 2026 |
| First Bancorp, Inc /ME/ | History | Reduced | 7,773 | 689 | 0.34% | 0.37% | 993 | -55 | -0.7% | Q1 2026 | Apr 20, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 7,762 | 688 | 0.04% | 0.04% | 994 | +362 | 4.89% | Q1 2026 | Apr 20, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 7,752 | 687 | 0.02% | 0.03% | 995 | -9,151 | -54.14% | Q1 2026 | May 08, 2026 |
| Brooklyn Investment Group | History | New | 7,754 | 687 | 0.02% | — | 996 | +7,754 | New | Q1 2026 | Apr 29, 2026 |
| Mutual Advisors, LLC | History | Reduced | 7,705 | 683 | 0.01% | 0.02% | 997 | -2,002 | -20.62% | Q1 2026 | May 01, 2026 |
| McLean Asset Management Corp | History | Added to | 7,705 | 683 | 0.12% | 0.12% | 998 | +54 | 0.71% | Q1 2026 | Apr 22, 2026 |
| Jacobs Equity LLC | History | Added to | 7,016 | 681 | 0.61% | 0.59% | 999 | +136 | 1.98% | Q1 2026 | May 14, 2026 |
| VestGen Advisors, LLC | History | Added to | 7,041 | 680 | 0.02% | 0.02% | 1001 | +646 | 10.1% | Q1 2026 | May 14, 2026 |
| Advisors Capital Management, LLC | History | Added to | 7,674 | 680 | 0.01% | 0.01% | 1000 | +569 | 8.01% | Q1 2026 | May 01, 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | History | New | 7,660 | 679 | 0.35% | — | 1002 | +7,660 | New | Q1 2026 | May 05, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Added to | 7,634 | 677 | 0.25% | 0.24% | 1004 | +596 | 8.47% | Q1 2026 | Apr 28, 2026 |
| Carson Advisory Inc. | History | No change | 7,637 | 677 | 0.35% | 0.35% | 1003 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 7,629 | 676 | 0.05% | 0.05% | 1005 | +133 | 1.77% | Q1 2026 | May 12, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 7,616 | 675 | 0.15% | 0.16% | 1006 | -345 | -4.33% | Q1 2026 | Apr 21, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 7,607 | 674 | 0.19% | 0.12% | 1007 | +2,486 | 48.55% | Q1 2026 | May 12, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 7,570 | 671 | 0.13% | 0.12% | 1008 | -129 | -1.68% | Q1 2026 | Apr 29, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 7,564 | 670 | 0.02% | 0.03% | 1010 | -53 | -0.7% | Q1 2026 | May 14, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 7,556 | 670 | 0.02% | 0.02% | 1009 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Mount Lucas Management LP | History | Reduced | 7,477 | 663 | 0.24% | 0.57% | 1011 | -8,757 | -53.94% | Q1 2026 | May 05, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 7,480 | 663 | 0.04% | 0.04% | 1012 | +3 | 0.04% | Q1 2026 | May 12, 2026 |
| Hirtle & Co., LLC | History | Added to | 7,459 | 661 | 0.02% | 0.02% | 1014 | +500 | 7.18% | Q1 2026 | May 13, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 7,457 | 661 | 0.05% | 0.05% | 1013 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MYECFO, LLC | History | No change | 7,427 | 658 | 0.28% | 0.28% | 1015 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CHILTON INVESTMENT CO INC. | History | Reduced | 7,409 | 657 | 0.02% | 0.02% | 1016 | -923 | -11.08% | Q1 2026 | May 15, 2026 |
| City Center Advisors, LLC | History | Added to | 7,351 | 652 | 0.6% | 0.59% | 1017 | +129 | 1.79% | Q1 2026 | Apr 07, 2026 |
| Loudon Investment Management, LLC | History | No change | 7,345 | 651 | 0.35% | 0.34% | 1018 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WealthShield Partners, LLC | History | Reduced | 7,334 | 649 | 0.07% | 0.07% | 1019 | -40 | -0.54% | Q1 2026 | May 01, 2026 |
| BIP Wealth, LLC | History | Reduced | 7,292 | 646 | 0.03% | 0.02% | 1020 | -659 | -8.29% | Q1 2026 | Apr 27, 2026 |
| Benchmark Investment Advisors LLC | History | New | 7,245 | 642 | 0.37% | — | 1021 | +7,245 | New | Q1 2026 | May 13, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 7,232 | 641 | 0.03% | 0.05% | 1022 | -3,545 | -32.89% | Q1 2026 | May 06, 2026 |
| CENTRAL BANK & TRUST CO | History | Reduced | 7,210 | 639 | 0.1% | 0.1% | 1023 | -7 | -0.1% | Q1 2026 | Apr 07, 2026 |
| TRUST CO OF VERMONT | History | No change | 7,184 | 635 | 0.03% | 0.03% | 1024 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CERTUITY, LLC | History | Added to | 7,157 | 634 | 0.04% | 0.04% | 1025 | +19 | 0.27% | Q1 2026 | May 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 7,111 | 633 | 0.04% | 0.04% | 1026 | +502 | 7.6% | Q1 2026 | May 01, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 7,058 | 626 | 0.09% | 0.09% | 1027 | +148 | 2.14% | Q1 2026 | May 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 7,047 | 625 | 0.0% | 0.0% | 1028 | -6,697 | -48.73% | Q1 2026 | May 14, 2026 |
| S.A. Mason LLC | History | Reduced | 7,054 | 625 | 0.23% | 0.25% | 1029 | -30 | -0.42% | Q1 2026 | Apr 27, 2026 |
| VIAWEALTH, LLC | History | Reduced | 7,016 | 622 | 0.35% | 0.43% | 1030 | -1,541 | -18.01% | Q1 2026 | May 11, 2026 |
| NorthLanding Financial Partners, LLC | History | Reduced | 6,995 | 620 | 0.5% | 2.07% | 1031 | -22,134 | -75.99% | Q1 2026 | Apr 27, 2026 |
| Farrell Financial LLC | History | Added to | 6,998 | 620 | 0.37% | 0.36% | 1032 | +169 | 2.47% | Q1 2026 | Apr 13, 2026 |
| Optimist Retirement Group LLC | History | Added to | 6,931 | 614 | 0.27% | 0.26% | 1034 | +536 | 8.38% | Q1 2026 | May 11, 2026 |
| Apollon Financial, LLC | History | Added to | 6,924 | 614 | 0.08% | 0.09% | 1033 | +34 | 0.49% | Q1 2026 | Apr 22, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 6,881 | 610 | 0.02% | 0.02% | 1035 | -500 | -6.77% | Q1 2026 | Apr 29, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 6,871 | 609 | 0.13% | 0.12% | 1037 | +729 | 11.87% | Q1 2026 | May 15, 2026 |
| First National Bank of Hutchinson | History | No change | 6,867 | 609 | 0.39% | 0.36% | 1036 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Community Bank, N.A. | History | Reduced | 6,787 | 601 | 0.07% | 0.08% | 1039 | -808 | -10.64% | Q1 2026 | May 12, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 6,785 | 601 | 0.11% | 0.12% | 1040 | -724 | -9.64% | Q1 2026 | Apr 22, 2026 |
| Allen Investment Management, LLC | History | No change | 6,781 | 601 | 0.01% | 0.01% | 1038 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Bath Savings Trust Co | History | Added to | 6,771 | 600 | 0.06% | 0.05% | 1041 | +610 | 9.9% | Q1 2026 | Apr 07, 2026 |
| Sage Investment Counsel LLC | History | Added to | 6,756 | 599 | 0.66% | 0.65% | 1042 | +107 | 1.61% | Q1 2026 | Apr 24, 2026 |
| Troutman Wealth Management, LLC | History | Reduced | 6,759 | 599 | 0.5% | 0.5% | 1043 | -27 | -0.4% | Q1 2026 | May 08, 2026 |
| Del-Sette Capital Management, LLC | History | No change | 6,745 | 598 | 0.36% | 0.37% | 1044 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 6,709 | 595 | 0.21% | 0.21% | 1045 | +34 | 0.51% | Q1 2026 | Apr 14, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 6,707 | 594 | 0.18% | 1.19% | 1046 | -41,266 | -86.02% | Q1 2026 | Apr 20, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 6,672 | 591 | 0.04% | 0.04% | 1047 | +207 | 3.2% | Q1 2026 | Apr 15, 2026 |
| Diesslin Group, Inc. | History | Added to | 6,635 | 588 | 0.26% | 0.21% | 1049 | +803 | 13.77% | Q1 2026 | Apr 21, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 6,636 | 588 | 0.08% | 0.08% | 1048 | +47 | 0.71% | Q1 2026 | May 12, 2026 |
| Bangor Savings Bank | History | Reduced | 6,628 | 587 | 0.05% | 0.07% | 1050 | -2,954 | -30.83% | Q1 2026 | Apr 01, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 6,625 | 587 | 0.06% | 0.07% | 1051 | -180 | -2.65% | Q1 2026 | Apr 30, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 6,586 | 584 | 0.04% | 0.04% | 1052 | -30 | -0.45% | Q1 2026 | Apr 10, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 6,594 | 584 | 0.08% | 0.07% | 1053 | +8 | 0.12% | Q1 2026 | May 08, 2026 |
| Piscataqua Savings Bank | History | No change | 6,591 | 584 | 0.41% | 0.41% | 1054 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 6,563 | 582 | 0.07% | 0.03% | 1055 | +3,985 | 154.58% | Q1 2026 | May 06, 2026 |
| Valley Financial Group, Inc. | History | Added to | 6,539 | 580 | 0.31% | 0.32% | 1056 | +28 | 0.43% | Q1 2026 | May 15, 2026 |
| Summit Wealth Partners, LLC | History | New | 6,508 | 577 | 0.09% | — | 1057 | +6,508 | New | Q1 2026 | Apr 17, 2026 |
| Mechanics Bank Trust Department | History | No change | 6,489 | 575 | 0.08% | 0.08% | 1058 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 6,411 | 568 | 0.17% | 0.2% | 1060 | -1,099 | -14.63% | Q1 2026 | May 05, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 6,406 | 568 | 0.03% | 0.03% | 1059 | -311 | -4.63% | Q1 2026 | Apr 30, 2026 |
| Cladis Investment Advisory, LLC | History | No change | 6,390 | 566 | 0.31% | 0.31% | 1061 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 6,376 | 565 | 0.32% | 0.32% | 1062 | +8 | 0.13% | Q1 2026 | May 14, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 6,365 | 564 | 0.06% | 0.09% | 1064 | -2,651 | -29.4% | Q1 2026 | Apr 23, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 6,367 | 564 | 0.04% | 0.05% | 1063 | -764 | -10.71% | Q1 2026 | May 05, 2026 |
| TABR Capital Management, LLC | History | Reduced | 6,332 | 561 | 0.52% | 0.41% | 1065 | -553 | -8.03% | Q1 2026 | Apr 27, 2026 |
| Curi Capital, LLC | History | Added to | 6,309 | 559 | 0.01% | 0.01% | 1066 | +660 | 11.68% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 6,281 | 557 | 0.04% | 0.02% | 1067 | +3,175 | 102.22% | Q1 2026 | Apr 17, 2026 |
| Portland Financial Advisors Inc | History | No change | 6,275 | 556 | 1.16% | 1.18% | 1068 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Ellevest, Inc. | History | Reduced | 6,176 | 547 | 0.08% | 0.08% | 1069 | -17 | -0.27% | Q1 2026 | May 11, 2026 |
| ARROW FINANCIAL CORP | History | Reduced | 6,164 | 546 | 0.05% | 0.06% | 1070 | -420 | -6.38% | Q1 2026 | May 11, 2026 |
| NCM Capital Management, LLC | History | Added to | 6,166 | 546 | 0.2% | 0.2% | 1071 | +7 | 0.11% | Q1 2026 | May 15, 2026 |
| LIBRA WEALTH LLC | History | No change | 6,165 | 546 | 0.15% | 0.15% | 1072 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Harpswell Capital Advisors, LLC | History | Added to | 6,155 | 545 | 0.41% | 0.43% | 1073 | +25 | 0.41% | Q1 2026 | Apr 10, 2026 |
| INVESTED ADVISORS | History | Added to | 6,127 | 543 | 0.55% | 0.54% | 1074 | +238 | 4.04% | Q1 2026 | Apr 29, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 6,093 | 540 | 0.01% | 0.01% | 1075 | -667 | -9.87% | Q1 2026 | May 04, 2026 |
| Churchill Financial Advisors, LLC | History | Added to | 6,090 | 540 | 0.11% | 0.16% | 1076 | +141 | 2.37% | Q1 2026 | Apr 22, 2026 |
| FARMERS TRUST CO | History | Added to | 6,087 | 539 | 0.08% | 0.09% | 1077 | +129 | 2.17% | Q1 2026 | Apr 07, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 6,065 | 537 | 0.01% | 0.01% | 1078 | +207 | 3.53% | Q1 2026 | May 12, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 6,038 | 535 | 0.11% | — | 1079 | +6,038 | New | Q1 2026 | May 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 6,031 | 534 | 0.02% | 0.01% | 1080 | +2,864 | 90.43% | Q1 2026 | May 07, 2026 |
| Oak Wealth Advisors LLC | History | Added to | 6,028 | 534 | 0.29% | 0.31% | 1081 | +1 | 0.02% | Q1 2026 | Apr 21, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Added to | 6,012 | 533 | 0.03% | 0.03% | 1083 | +807 | 15.5% | Q1 2026 | May 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 6,018 | 533 | 0.01% | 0.01% | 1082 | +204 | 3.51% | Q1 2026 | Apr 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 6,003 | 532 | 0.02% | 0.01% | 1084 | +1,405 | 30.56% | Q1 2026 | May 15, 2026 |
| Arbor Wealth Advisors LLC | History | No change | 6,000 | 532 | 0.37% | 0.38% | 1085 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 5,955 | 528 | 0.06% | 0.06% | 1086 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KG Capital Management | History | Reduced | 5,949 | 527 | 0.38% | 0.15% | 1087 | -972 | -14.04% | Q1 2026 | Apr 22, 2026 |
| BFSG, LLC | History | Reduced | 5,935 | 526 | 0.05% | 0.05% | 1088 | -234 | -3.79% | Q1 2026 | Apr 28, 2026 |
| Box Hill Private Wealth LLC | History | Reduced | 5,921 | 525 | 0.52% | 1.52% | 1090 | -11,059 | -65.13% | Q1 2026 | Apr 03, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 5,927 | 525 | 0.01% | 0.01% | 1089 | -332 | -5.3% | Q1 2026 | Apr 29, 2026 |
| Strata Wealth Advisors, LLC | History | Reduced | 5,905 | 523 | 0.14% | 0.15% | 1091 | -154 | -2.54% | Q1 2026 | Apr 28, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Added to | 5,894 | 522 | 0.38% | 0.24% | 1092 | +2,255 | 61.97% | Q1 2026 | Apr 02, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 5,857 | 520 | 0.02% | 0.02% | 1093 | -176 | -2.92% | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 5,852 | 519 | 0.01% | 0.01% | 1094 | +909 | 18.39% | Q1 2026 | May 11, 2026 |
| Kennebec Savings Bank | History | Reduced | 5,831 | 517 | 0.46% | 0.61% | 1095 | -2,194 | -27.34% | Q1 2026 | Apr 17, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | No change | 5,791 | 513 | 0.01% | 0.01% | 1096 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 5,480 | 508 | 0.03% | 0.04% | 1097 | -2,724 | -33.2% | Q1 2026 | Apr 17, 2026 |
| Elevated Financial Group LLC | History | Reduced | 5,732 | 508 | 0.17% | 0.19% | 1098 | -436 | -7.07% | Q1 2026 | May 11, 2026 |
| Opus Capital Group, LLC | History | Reduced | 5,696 | 505 | 0.05% | 0.06% | 1099 | -167 | -2.85% | Q1 2026 | Apr 30, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 5,718 | 505 | 0.03% | 0.03% | 1100 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 5,693 | 504 | 0.01% | 0.01% | 1101 | -410 | -6.72% | Q1 2026 | Apr 28, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 5,681 | 503 | 0.02% | 0.03% | 1102 | -3,403 | -37.46% | Q1 2026 | Apr 07, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 5,649 | 501 | 0.03% | 0.03% | 1104 | -267 | -4.51% | Q1 2026 | May 15, 2026 |
| Boltwood Capital Management | History | No change | 5,656 | 501 | 0.13% | 0.13% | 1103 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 5,647 | 500 | 0.02% | 0.02% | 1105 | +601 | 11.91% | Q1 2026 | May 11, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 5,627 | 499 | 0.17% | 0.17% | 1106 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 5,635 | 498 | 0.04% | 0.04% | 1107 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 5,588 | 495 | 0.2% | 0.18% | 1108 | +638 | 12.89% | Q1 2026 | Apr 21, 2026 |
| Charles Schwab Trust Co | History | Reduced | 5,567 | 493 | 0.03% | 0.04% | 1109 | -695 | -11.1% | Q1 2026 | Apr 10, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 5,540 | 491 | 0.04% | 0.04% | 1110 | -1,539 | -21.74% | Q1 2026 | May 14, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 5,535 | 490 | 0.3% | 0.25% | 1111 | +698 | 14.43% | Q1 2026 | May 13, 2026 |
| First Western Trust Bank | History | Reduced | 5,515 | 489 | 0.02% | 0.04% | 1113 | -4,660 | -45.8% | Q1 2026 | May 12, 2026 |
| DF DENT & CO INC | History | No change | 5,522 | 489 | 0.01% | 0.01% | 1112 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Jordan Park Trust Co LLC | History | No change | 5,517 | 489 | 0.37% | 0.33% | 1114 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 5,504 | 488 | 0.23% | 0.21% | 1115 | -71 | -1.27% | Q1 2026 | May 04, 2026 |
| Saratoga Research & Investment Management | History | New | 5,414 | 480 | 0.03% | — | 1116 | +5,414 | New | Q1 2026 | May 07, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Reduced | 5,401 | 479 | 0.75% | 0.81% | 1117 | -108 | -1.96% | Q1 2026 | May 04, 2026 |
| Gotham Asset Management, LLC | History | New | 5,383 | 477 | 0.0% | — | 1119 | +5,383 | New | Q1 2026 | May 15, 2026 |
| Colonial Trust Co / SC | History | No change | 5,388 | 477 | 0.06% | 0.06% | 1118 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CPWA, LLC | History | New | 4,933 | 476 | 0.57% | — | 1121 | +4,933 | New | Q1 2026 | May 13, 2026 |
| Opulen Financial Group LLC | History | Added to | 5,374 | 476 | 0.33% | 0.34% | 1120 | +58 | 1.09% | Q1 2026 | Apr 29, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | Reduced | 5,364 | 475 | 0.31% | 0.33% | 1122 | -413 | -7.15% | Q1 2026 | Apr 21, 2026 |
| Evercore Wealth Management, LLC | History | No change | 5,344 | 474 | 0.01% | 0.01% | 1123 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Eagle Strategies LLC | History | Reduced | 5,338 | 473 | 0.06% | 0.06% | 1124 | -131 | -2.4% | Q1 2026 | Apr 20, 2026 |
| Brookwood Investment Group LLC | History | Added to | 5,322 | 472 | 0.06% | 0.04% | 1125 | +1,781 | 50.3% | Q1 2026 | May 04, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | Added to | 5,319 | 471 | 0.65% | 0.65% | 1126 | +77 | 1.47% | Q1 2026 | May 15, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 5,298 | 469 | 0.07% | 0.07% | 1127 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Bluesphere Advisors LLC | History | Reduced | 5,284 | 468 | 0.17% | 0.21% | 1128 | -140 | -2.58% | Q1 2026 | Apr 22, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 5,283 | 468 | 0.03% | 0.03% | 1129 | +25 | 0.48% | Q1 2026 | Apr 16, 2026 |
| ICONIQ Capital, LLC | History | Added to | 5,228 | 463 | 0.01% | 0.01% | 1130 | +56 | 1.08% | Q1 2026 | May 14, 2026 |
| Kearns & Associates LLC | History | Added to | 5,212 | 462 | 0.25% | 0.24% | 1131 | +9 | 0.17% | Q1 2026 | Apr 20, 2026 |
| PW Nova Financial Services LLC | History | Added to | 5,202 | 461 | 0.12% | 0.17% | 1132 | +225 | 4.52% | Q1 2026 | Apr 15, 2026 |
| Sage Investment Advisers LLC | History | Added to | 5,176 | 460 | 0.34% | 0.33% | 1133 | +181 | 3.62% | Q1 2026 | Apr 10, 2026 |
| Old Peak Finance LLC | History | Reduced | 5,174 | 458 | 0.27% | 0.32% | 1134 | -728 | -12.33% | Q1 2026 | Apr 24, 2026 |
| Clarius Group, LLC | History | No change | 5,175 | 457 | 0.03% | 0.03% | 1135 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 5,150 | 456 | 0.02% | 0.02% | 1136 | -46 | -0.89% | Q1 2026 | May 07, 2026 |
| Parkwoods Wealth Partners, LLC | History | Reduced | 5,131 | 455 | 0.11% | 0.13% | 1138 | -2 | -0.04% | Q1 2026 | Apr 13, 2026 |
| Heritage Trust Co | History | No change | 5,135 | 455 | 0.05% | 0.05% | 1137 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TRUST CO OF OKLAHOMA | History | Reduced | 5,108 | 453 | 0.13% | 0.13% | 1139 | -6 | -0.12% | Q1 2026 | Apr 20, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 5,079 | 451 | 0.01% | 0.01% | 1140 | +621 | 13.93% | Q1 2026 | Apr 14, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Reduced | 5,079 | 450 | 0.02% | 0.02% | 1141 | -81 | -1.57% | Q1 2026 | Apr 21, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 5,061 | 448 | 0.18% | 0.18% | 1142 | +7 | 0.14% | Q1 2026 | Apr 08, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | No change | 5,056 | 448 | 0.17% | 0.16% | 1143 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Vickerman Investment Advisors, Inc. | History | Added to | 5,017 | 445 | 0.09% | 0.07% | 1145 | +1,227 | 32.37% | Q1 2026 | May 12, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 5,024 | 445 | 0.03% | 0.02% | 1144 | +922 | 22.48% | Q1 2026 | May 12, 2026 |
| WEALTH EFFECTS LLC | History | Reduced | 5,008 | 444 | 0.16% | 0.15% | 1147 | -250 | -4.75% | Q1 2026 | Apr 21, 2026 |
| E&G Advisors, LP | History | No change | 5,016 | 444 | 0.1% | 0.1% | 1146 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Hunter Perkins Capital Management, LLC | History | New | 4,994 | 443 | 0.1% | — | 1149 | +4,994 | New | Q1 2026 | May 12, 2026 |
| Edge Wealth Management LLC | History | No change | 5,000 | 443 | 0.08% | 0.08% | 1148 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Trek Financial, LLC | History | New | 4,979 | 441 | 0.02% | — | 1152 | +4,979 | New | Q1 2026 | May 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 4,975 | 441 | 0.02% | 0.02% | 1151 | +924 | 22.81% | Q1 2026 | Apr 30, 2026 |
| Canandaigua National Trust Co of Florida | History | Reduced | 4,977 | 441 | 0.35% | 0.3% | 1150 | -360 | -6.75% | Q1 2026 | Apr 08, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 4,951 | 439 | 0.06% | 0.07% | 1153 | -859 | -14.78% | Q1 2026 | Apr 17, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 4,949 | 438 | 0.01% | 0.01% | 1154 | -79 | -1.57% | Q1 2026 | May 01, 2026 |
| GREENLEAF TRUST | History | No change | 4,944 | 438 | 0.0% | 0.0% | 1155 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Keystone Financial Planning, Inc. | History | No change | 4,942 | 438 | 0.12% | 0.13% | 1156 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Asset One Wealth Management LLC | History | Added to | 4,595 | 437 | 0.05% | 0.05% | 1158 | +491 | 11.96% | Q1 2026 | May 12, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 4,927 | 437 | 0.19% | 0.2% | 1157 | -156 | -3.07% | Q1 2026 | Apr 16, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | Added to | 4,910 | 435 | 0.21% | 0.14% | 1159 | +1,720 | 53.92% | Q1 2026 | May 15, 2026 |
| Zinnia Wealth Advisory, LLC | History | Added to | 4,877 | 432 | 0.48% | 0.23% | 1160 | +2,414 | 98.01% | Q1 2026 | May 08, 2026 |
| MontVue Capital Management, Inc. | History | Reduced | 4,860 | 431 | 0.29% | 0.29% | 1161 | -79 | -1.6% | Q1 2026 | Apr 16, 2026 |
| Antonelli Financial Advisors, LLC | History | New | 4,825 | 428 | 0.3% | — | 1163 | +4,825 | New | Q1 2026 | Apr 28, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 4,830 | 428 | 0.05% | 0.05% | 1162 | -239 | -4.71% | Q1 2026 | May 05, 2026 |
| Summit Global Investments | History | New | 4,804 | 426 | 0.03% | — | 1164 | +4,804 | New | Q1 2026 | May 07, 2026 |
| Narwhal Capital Management | History | Added to | 4,781 | 424 | 0.03% | 0.03% | 1165 | +841 | 21.35% | Q1 2026 | Apr 23, 2026 |
| Northern Capital Management, Inc. | History | No change | 4,788 | 424 | 0.21% | 0.22% | 1166 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Covestor Ltd | History | Added to | 4,758 | 422 | 0.29% | 0.21% | 1167 | +183 | 4.0% | Q1 2026 | May 05, 2026 |
| Indiana Trust & Investment Management Co | History | Reduced | 4,715 | 418 | 0.13% | 0.13% | 1168 | -110 | -2.28% | Q1 2026 | Apr 28, 2026 |
| WJ Financial Advisors LLC | History | Added to | 4,710 | 417 | 0.34% | 0.24% | 1169 | +1,656 | 54.22% | Q1 2026 | May 04, 2026 |
| Auour Investments LLC | History | No change | 4,683 | 415 | 0.13% | 0.13% | 1170 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Vannoy Advisory Group, Inc. | History | No change | 4,680 | 415 | 0.26% | 0.26% | 1171 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Banco BTG Pactual S.A. | History | New | 4,675 | 414 | 0.04% | — | 1173 | +4,675 | New | Q1 2026 | May 12, 2026 |
| Tactive Advisors, LLC | History | Reduced | 4,669 | 414 | 0.12% | 0.12% | 1172 | -37 | -0.79% | Q1 2026 | Apr 16, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 4,648 | 412 | 0.06% | 0.06% | 1174 | -97 | -2.04% | Q1 2026 | May 15, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 4,645 | 411 | 0.12% | 0.31% | 1176 | -7,001 | -60.12% | Q1 2026 | Apr 20, 2026 |
| Occidental Asset Management, LLC | History | Added to | 4,637 | 411 | 0.05% | 0.05% | 1175 | +200 | 4.51% | Q1 2026 | Apr 15, 2026 |
| GeoWealth Management, LLC | History | New | 4,625 | 410 | 0.01% | — | 1178 | +4,625 | New | Q1 2026 | May 13, 2026 |
| Certified Advisory Corp | History | Reduced | 4,631 | 410 | 0.04% | 0.04% | 1177 | -657 | -12.42% | Q1 2026 | Apr 17, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 4,618 | 409 | 0.03% | 0.03% | 1179 | -746 | -13.91% | Q1 2026 | Apr 21, 2026 |
| CJM Wealth Advisers, Ltd. | History | Added to | 4,606 | 408 | 0.12% | 0.1% | 1181 | +943 | 25.74% | Q1 2026 | Apr 13, 2026 |
| Sage Capital Management, LLC | History | Reduced | 4,599 | 408 | 0.19% | 0.22% | 1182 | -669 | -12.7% | Q1 2026 | Apr 15, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 4,611 | 408 | 0.02% | 0.02% | 1180 | +281 | 6.49% | Q1 2026 | Apr 29, 2026 |
| Manske Wealth Management | History | No change | 4,594 | 407 | 0.11% | 0.12% | 1183 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Mechanics Financial Corp | History | Added to | 4,583 | 406 | 0.17% | 0.15% | 1184 | +19 | 0.42% | Q1 2026 | May 06, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | Added to | 4,555 | 404 | 0.24% | 0.13% | 1185 | +2,271 | 99.43% | Q1 2026 | May 15, 2026 |
| Woodside Wealth Management LLC | History | Reduced | 4,546 | 403 | 0.31% | 0.41% | 1186 | -1,632 | -26.42% | Q1 2026 | Apr 13, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 4,529 | 401 | 0.01% | 0.01% | 1189 | -3 | -0.07% | Q1 2026 | May 14, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 4,525 | 401 | 0.06% | 0.06% | 1187 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Boston Trust Walden Corp | History | No change | 4,522 | 401 | 0.0% | 0.0% | 1188 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 4,519 | 400 | 0.12% | 0.09% | 1190 | -173 | -3.69% | Q1 2026 | May 12, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | No change | 4,500 | 399 | 0.16% | 0.17% | 1191 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 4,480 | 397 | 0.0% | 0.01% | 1192 | -8,244 | -64.79% | Q1 2026 | May 13, 2026 |
| Marex Group plc | History | Added to | 4,486 | 397 | 0.0% | 0.0% | 1193 | +2,000 | 80.45% | Q1 2026 | May 13, 2026 |
| Total Wealth Planning, LLC | History | No change | 4,479 | 396 | 0.85% | 0.85% | 1194 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 4,451 | 394 | 0.06% | 0.06% | 1195 | -158 | -3.43% | Q1 2026 | May 11, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Reduced | 4,435 | 393 | 0.28% | 0.27% | 1196 | -58 | -1.29% | Q1 2026 | May 08, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 4,423 | 392 | 0.01% | 0.01% | 1197 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SVB WEALTH LLC | History | Reduced | 4,414 | 391 | 0.03% | 0.03% | 1198 | -1,323 | -23.06% | Q1 2026 | Apr 17, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 4,324 | 390 | 0.04% | 0.05% | 1200 | +680 | 18.66% | Q1 2026 | Apr 10, 2026 |
| Invst, LLC | History | Reduced | 4,407 | 390 | 0.04% | 0.04% | 1199 | -81 | -1.8% | Q1 2026 | May 13, 2026 |
| Balefire, LLC | History | Added to | 4,371 | 387 | 0.07% | 0.07% | 1201 | +103 | 2.41% | Q1 2026 | May 07, 2026 |
| Maridea Wealth Management LLC | History | Added to | 4,358 | 386 | 0.06% | 0.05% | 1202 | +357 | 8.92% | Q1 2026 | Apr 21, 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | History | No change | 4,336 | 385 | 0.05% | 0.05% | 1203 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Advisory Alpha, LLC | History | New | 4,339 | 384 | 0.01% | — | 1207 | +4,339 | New | Q1 2026 | May 14, 2026 |
| XY Planning Network, Inc. | History | Added to | 4,318 | 384 | 0.06% | 0.04% | 1205 | +1,725 | 66.53% | Q1 2026 | Apr 14, 2026 |
| GWN SECURITIES INC. | History | Added to | 4,337 | 384 | 0.07% | 0.07% | 1204 | +150 | 3.58% | Q1 2026 | May 14, 2026 |
| POSTROCK PARTNERS LLC | History | No change | 4,335 | 384 | 0.18% | 0.17% | 1206 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 4,325 | 383 | 0.27% | 0.26% | 1210 | +157 | 3.77% | Q1 2026 | May 13, 2026 |
| Essex LLC | History | Added to | 4,325 | 383 | 0.07% | 0.07% | 1209 | +47 | 1.1% | Q1 2026 | Apr 24, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 4,068 | 383 | 0.25% | 0.25% | 1208 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Clark Asset Management, LLC | History | Reduced | 4,309 | 382 | 0.04% | 0.08% | 1214 | -3,893 | -47.46% | Q1 2026 | Apr 16, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 4,308 | 382 | 0.08% | 0.08% | 1213 | -385 | -8.2% | Q1 2026 | May 12, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 4,308 | 382 | 0.03% | 0.03% | 1211 | -193 | -4.29% | Q1 2026 | Apr 09, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 4,017 | 382 | 0.1% | 0.11% | 1212 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Fullerton Advisors, LLC | History | Reduced | 4,300 | 381 | 0.39% | 0.38% | 1215 | -38 | -0.88% | Q1 2026 | Apr 21, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 4,293 | 380 | 0.07% | 0.07% | 1216 | -100 | -2.28% | Q1 2026 | May 15, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 4,276 | 379 | 0.02% | 0.02% | 1217 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 4,255 | 377 | 0.01% | 0.0% | 1219 | +1,352 | 46.57% | Q1 2026 | May 01, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 4,259 | 377 | 0.17% | 0.12% | 1220 | +1,215 | 39.91% | Q1 2026 | May 15, 2026 |
| DAVIDSON TRUST CO | History | No change | 4,256 | 377 | 0.16% | 0.16% | 1218 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 4,230 | 375 | 0.12% | 0.08% | 1221 | +1,435 | 51.34% | Q1 2026 | May 15, 2026 |
| Financial Life Planners | History | Added to | 4,233 | 375 | 0.29% | 0.27% | 1222 | +44 | 1.05% | Q1 2026 | Apr 24, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 4,220 | 374 | 0.09% | 0.55% | 1224 | -22,217 | -84.04% | Q1 2026 | May 06, 2026 |
| Calamos Advisors LLC | History | New | 4,221 | 374 | 0.0% | — | 1225 | +4,221 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Added to | 4,221 | 374 | 0.01% | 0.01% | 1223 | +1,456 | 52.66% | Q1 2026 | May 04, 2026 |
| Integrity Investment Advisors, LLC | History | Reduced | 4,215 | 373 | 0.2% | 0.22% | 1226 | -273 | -6.08% | Q1 2026 | Apr 29, 2026 |
| Ballast, Inc. | History | No change | 4,185 | 371 | 0.09% | 0.09% | 1227 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 4,179 | 370 | 0.13% | 0.16% | 1228 | -909 | -17.87% | Q1 2026 | Apr 23, 2026 |
| Cornerstone Select Advisors, LLC | History | New | 4,170 | 369 | 0.23% | — | 1230 | +4,170 | New | Q1 2026 | May 13, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 3,978 | 369 | 0.03% | 0.03% | 1229 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| RS CRUM INC. | History | No change | 4,155 | 368 | 0.07% | 0.07% | 1231 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Synergy Financial Group, LTD | History | Added to | 4,145 | 367 | 0.28% | 0.21% | 1232 | +800 | 23.92% | Q1 2026 | May 14, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 4,136 | 366 | 0.01% | 0.01% | 1233 | +41 | 1.0% | Q1 2026 | May 05, 2026 |
| Aegis Wealth Management LLC | History | Added to | 4,119 | 365 | 0.21% | 0.18% | 1234 | +433 | 11.75% | Q1 2026 | Apr 22, 2026 |
| Red Mountain Financial, LLC | History | Reduced | 4,124 | 365 | 0.34% | 0.36% | 1235 | -2 | -0.05% | Q1 2026 | Apr 28, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 4,091 | 362 | 0.05% | 0.08% | 1236 | -697 | -14.56% | Q1 2026 | May 18, 2026 |
| Beckerman Institutional, LLC | History | Added to | 4,089 | 362 | 0.19% | 0.2% | 1237 | +88 | 2.2% | Q1 2026 | May 04, 2026 |
| LAM GROUP, INC. | History | Reduced | 4,070 | 361 | 0.2% | 0.22% | 1238 | -210 | -4.91% | Q1 2026 | Apr 22, 2026 |
| Claro Advisors Inc. | History | Added to | 4,025 | 357 | 0.04% | 0.05% | 1239 | +122 | 3.13% | Q1 2026 | Apr 21, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 4,024 | 356 | 0.06% | 0.06% | 1240 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 4,003 | 355 | 0.01% | 0.01% | 1241 | -587 | -12.79% | Q1 2026 | Apr 16, 2026 |
| SkyOak Wealth, LLC | History | No change | 4,009 | 355 | 0.07% | 0.06% | 1242 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | New | 3,993 | 354 | 0.26% | — | 1244 | +3,993 | New | Q1 2026 | May 15, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 4,000 | 354 | 0.23% | 0.23% | 1243 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 3,985 | 353 | 0.04% | 0.04% | 1245 | -159 | -3.84% | Q1 2026 | Apr 28, 2026 |
| TD Capital Management LLC | History | Added to | 3,956 | 350 | 0.03% | 0.03% | 1246 | +42 | 1.07% | Q1 2026 | May 11, 2026 |
| RiverGlades Family Offices LLC | History | New | 3,904 | 346 | 0.2% | — | 1248 | +3,904 | New | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 3,907 | 346 | 0.01% | 0.01% | 1247 | -463 | -10.59% | Q1 2026 | May 15, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Reduced | 3,875 | 344 | 0.02% | 0.02% | 1249 | -1,152 | -22.92% | Q1 2026 | Apr 27, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Reduced | 3,888 | 344 | 0.35% | 0.4% | 1250 | -400 | -9.33% | Q1 2026 | Apr 23, 2026 |
| Seascape Capital Management | History | No change | 3,862 | 343 | 0.1% | 0.1% | 1251 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 3,867 | 342 | 0.07% | 0.07% | 1252 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROI Financial Advisors, LLC | History | Reduced | 3,851 | 341 | 0.2% | 0.2% | 1254 | -91 | -2.31% | Q1 2026 | May 15, 2026 |
| Rockingstone Advisors LLC | History | Reduced | 3,854 | 341 | 0.16% | 0.16% | 1255 | -80 | -2.03% | Q1 2026 | Apr 09, 2026 |
| Avalon Trust Co | History | No change | 3,850 | 341 | 0.02% | 0.02% | 1253 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 3,835 | 340 | 0.01% | 0.01% | 1256 | -200 | -4.96% | Q1 2026 | Apr 30, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 3,840 | 340 | 0.02% | 0.02% | 1257 | -196 | -4.86% | Q1 2026 | Apr 24, 2026 |
| Perkins Coie Trust Co | History | No change | 3,839 | 340 | 0.07% | 0.06% | 1258 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ProVise Management Group, LLC | History | No change | 3,833 | 339 | 0.02% | 0.02% | 1259 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 3,816 | 338 | 0.05% | 0.05% | 1260 | -281 | -6.86% | Q1 2026 | Apr 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 3,867 | 337 | 0.01% | 0.03% | 1261 | -5,421 | -58.37% | Q1 2026 | May 15, 2026 |
| Base Wealth Management LLC | History | Reduced | 3,805 | 337 | 0.19% | 0.2% | 1263 | -411 | -9.75% | Q1 2026 | Apr 29, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 3,800 | 337 | 0.27% | 0.27% | 1262 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 3,781 | 335 | 0.05% | 0.04% | 1264 | +660 | 21.15% | Q1 2026 | May 07, 2026 |
| Platform Technology Partners | History | Reduced | 3,768 | 334 | 0.06% | 0.08% | 1265 | -281 | -6.94% | Q1 2026 | Apr 27, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | New | 3,756 | 333 | 0.05% | — | 1266 | +3,756 | New | Q1 2026 | Apr 24, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | New | 3,734 | 331 | 0.04% | — | 1268 | +3,734 | New | Q1 2026 | May 15, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 3,740 | 331 | 0.03% | 0.03% | 1267 | -202 | -5.12% | Q1 2026 | Apr 23, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 3,728 | 330 | 0.01% | 0.01% | 1269 | -57 | -1.51% | Q1 2026 | May 12, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 3,713 | 329 | 0.01% | 0.01% | 1270 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GEN Financial Management, INC. | History | Reduced | 3,709 | 328 | 0.2% | 0.23% | 1272 | -512 | -12.13% | Q1 2026 | Apr 16, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 3,698 | 328 | 0.08% | 0.08% | 1271 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HCR Wealth Advisors | History | Reduced | 3,696 | 327 | 0.03% | 0.04% | 1273 | -443 | -10.7% | Q1 2026 | Apr 21, 2026 |
| S Harris Financial Group, LLC | History | Reduced | 3,667 | 325 | 0.3% | 0.32% | 1274 | -102 | -2.71% | Q1 2026 | Apr 21, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 3,650 | 323 | 0.19% | 0.19% | 1278 | +2,040 | 126.71% | Q1 2026 | Apr 16, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 3,705 | 323 | 0.02% | 0.01% | 1276 | +1,437 | 63.36% | Q1 2026 | May 14, 2026 |
| Capital Square, LLC | History | Added to | 3,396 | 323 | 0.15% | 0.11% | 1277 | +1,054 | 45.0% | Q1 2026 | May 11, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 3,649 | 323 | 0.01% | 0.0% | 1275 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BAYBAN | History | Added to | 3,641 | 322 | 0.28% | 0.28% | 1279 | +7 | 0.19% | Q1 2026 | Apr 24, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 3,624 | 321 | 0.06% | 0.07% | 1281 | -861 | -19.2% | Q1 2026 | Apr 17, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 3,620 | 321 | 0.12% | 0.12% | 1280 | +120 | 3.43% | Q1 2026 | Apr 23, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 3,598 | 319 | 0.02% | 0.02% | 1282 | -114 | -3.07% | Q1 2026 | Apr 08, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 3,594 | 318 | 0.01% | 0.01% | 1283 | -677 | -15.85% | Q1 2026 | Apr 16, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Added to | 3,581 | 317 | 0.13% | 0.13% | 1284 | +38 | 1.07% | Q1 2026 | May 06, 2026 |
| HM PAYSON & CO | History | Added to | 3,563 | 316 | 0.0% | 0.0% | 1285 | +18 | 0.51% | Q1 2026 | Apr 13, 2026 |
| STEVENS CAPITAL PARTNERS | History | New | 3,556 | 315 | 0.08% | — | 1286 | +3,556 | New | Q1 2026 | Apr 24, 2026 |
| Blossom Wealth Management | History | Added to | 3,543 | 314 | 0.47% | 0.5% | 1287 | +121 | 3.54% | Q1 2026 | Apr 28, 2026 |
| Oath Planning, LLC | History | Added to | 3,536 | 313 | 0.28% | 0.3% | 1288 | +38 | 1.09% | Q1 2026 | May 08, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 3,511 | 311 | 0.15% | 0.96% | 1292 | -19,621 | -84.82% | Q1 2026 | Apr 15, 2026 |
| Keystone Financial Group | History | Added to | 3,513 | 311 | 0.02% | 0.02% | 1291 | +731 | 26.28% | Q1 2026 | May 13, 2026 |
| StoneX Group Inc. | History | Added to | 3,516 | 311 | 0.02% | 0.01% | 1289 | +193 | 5.81% | Q1 2026 | May 14, 2026 |
| Busey Bank | History | Added to | 3,512 | 311 | 0.01% | 0.01% | 1290 | +67 | 1.94% | Q1 2026 | Apr 28, 2026 |
| Key FInancial Inc | History | Reduced | 3,492 | 309 | 0.06% | 0.06% | 1293 | -151 | -4.14% | Q1 2026 | Apr 24, 2026 |
| Parker Financial LLC | History | Reduced | 3,469 | 307 | 0.12% | 0.13% | 1296 | -195 | -5.32% | Q1 2026 | Apr 21, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 3,466 | 307 | 0.1% | 0.11% | 1295 | +7 | 0.2% | Q1 2026 | Apr 17, 2026 |
| Linscomb Wealth, Inc. | History | No change | 3,467 | 307 | 0.01% | 0.01% | 1294 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 3,450 | 306 | 0.1% | 0.0% | 1297 | +3,337 | 2953.1% | Q1 2026 | May 08, 2026 |
| XML Financial, LLC | History | Reduced | 3,448 | 305 | 0.02% | 0.03% | 1298 | -559 | -13.95% | Q1 2026 | Apr 16, 2026 |
| Financial Insights, Inc. | History | Added to | 3,434 | 304 | 0.1% | 0.1% | 1299 | +100 | 3.0% | Q1 2026 | May 18, 2026 |
| Financial Freedom, LLC | History | Reduced | 3,424 | 303 | 0.15% | 0.15% | 1300 | -38 | -1.1% | Q1 2026 | Apr 30, 2026 |
| Harbour Capital Advisors, LLC | History | Added to | 3,200 | 302 | 0.06% | 0.05% | 1301 | +142 | 4.64% | Q1 2026 | Apr 29, 2026 |
| Gold Investment Management Ltd. | History | Added to | 3,410 | 302 | 0.09% | 0.1% | 1302 | +25 | 0.74% | Q1 2026 | Apr 22, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Reduced | 3,405 | 302 | 0.12% | 0.12% | 1304 | -7 | -0.21% | Q1 2026 | May 07, 2026 |
| Embree Financial Group | History | Reduced | 3,409 | 302 | 0.04% | 0.04% | 1303 | -6 | -0.18% | Q1 2026 | Apr 23, 2026 |
| Colony Family Offices, LLC | History | Added to | 3,387 | 300 | 0.07% | 0.07% | 1305 | +228 | 7.22% | Q1 2026 | Apr 21, 2026 |
| McAdam, LLC | History | Added to | 3,383 | 300 | 0.01% | 0.01% | 1306 | +224 | 7.09% | Q1 2026 | May 08, 2026 |
| Fee-Only Financial Planning, L.C. | History | Reduced | 3,386 | 300 | 0.18% | 0.18% | 1307 | -200 | -5.58% | Q1 2026 | Apr 28, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 3,362 | 298 | 0.08% | 0.1% | 1308 | +399 | 13.47% | Q1 2026 | Apr 29, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 3,355 | 297 | 0.09% | 0.1% | 1309 | -204 | -5.73% | Q1 2026 | May 12, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 3,348 | 296 | 0.04% | 0.04% | 1310 | -218 | -6.11% | Q1 2026 | Apr 13, 2026 |
| PFG Advisors | History | Reduced | 3,330 | 295 | 0.01% | 0.01% | 1312 | -89 | -2.6% | Q1 2026 | May 05, 2026 |
| HEADINVEST, LLC | History | No change | 3,332 | 295 | 0.06% | 0.06% | 1311 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sharper & Granite LLC | History | Reduced | 3,317 | 294 | 0.1% | 0.16% | 1313 | -1,830 | -35.55% | Q1 2026 | Apr 08, 2026 |
| McNaughton Wealth Management, LLC | History | No change | 3,307 | 293 | 0.12% | 0.12% | 1314 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Prosperity Planning, Inc. | History | No change | 3,304 | 293 | 0.07% | 0.08% | 1315 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 3,282 | 291 | 0.05% | — | 1317 | +3,282 | New | Q1 2026 | Apr 28, 2026 |
| Atwater Malick LLC | History | No change | 3,285 | 291 | 0.08% | 0.08% | 1316 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| 21 West Wealth Management LLC | History | Added to | 3,280 | 290 | 0.27% | 0.25% | 1318 | +221 | 7.22% | Q1 2026 | Apr 15, 2026 |
| 1015 Capital Partners, LLC | History | Added to | 3,268 | 289 | 0.28% | 0.23% | 1323 | +639 | 24.31% | Q1 2026 | May 11, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 3,262 | 289 | 0.01% | 0.01% | 1319 | +533 | 19.53% | Q1 2026 | May 04, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 3,268 | 289 | 0.16% | 0.16% | 1322 | +3 | 0.09% | Q1 2026 | May 15, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 3,255 | 289 | 0.0% | 0.0% | 1320 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Weaver Consulting Group | History | No change | 3,265 | 289 | 0.07% | 0.07% | 1321 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 3,253 | 288 | 0.12% | 0.14% | 1325 | -601 | -15.59% | Q1 2026 | May 15, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 3,248 | 288 | 0.07% | 0.09% | 1324 | -495 | -13.22% | Q1 2026 | Apr 28, 2026 |
| Bank of Marin | History | Reduced | 3,234 | 286 | 0.21% | 0.25% | 1326 | -865 | -21.1% | Q1 2026 | May 14, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 3,232 | 286 | 0.12% | 0.13% | 1328 | -271 | -7.74% | Q1 2026 | May 01, 2026 |
| Life Planning Partners, Inc | History | Added to | 3,225 | 286 | 0.22% | 0.22% | 1327 | +2 | 0.06% | Q1 2026 | Apr 28, 2026 |
| IFC Advisors LLC | History | No change | 3,229 | 286 | 0.04% | 0.04% | 1329 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Gateway Wealth Partners, LLC | History | New | 3,216 | 285 | 0.01% | — | 1330 | +3,216 | New | Q1 2026 | May 15, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 3,205 | 284 | 0.09% | 0.08% | 1332 | +193 | 6.41% | Q1 2026 | Apr 20, 2026 |
| M1 Capital Management LLC | History | Added to | 3,210 | 284 | 0.13% | 0.12% | 1333 | +14 | 0.44% | Q1 2026 | May 08, 2026 |
| Select Asset Management & Trust | History | No change | 3,197 | 284 | 0.09% | 0.09% | 1331 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,196 | 283 | 0.0% | 0.0% | 1335 | +1,782 | 126.03% | Q1 2026 | Apr 07, 2026 |
| Cypress Capital Group | History | Added to | 3,193 | 283 | 0.03% | 0.03% | 1334 | +532 | 19.99% | Q1 2026 | May 15, 2026 |
| Elite Financial, Inc. | History | Added to | 3,195 | 283 | 0.13% | 0.12% | 1336 | +307 | 10.63% | Q1 2026 | May 12, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 3,170 | 281 | 0.07% | 0.08% | 1338 | -284 | -8.22% | Q1 2026 | Apr 10, 2026 |
| Iowa State Bank | History | Added to | 3,168 | 281 | 0.05% | 0.05% | 1337 | +123 | 4.04% | Q1 2026 | Apr 15, 2026 |
| Burk Holdings LLC | History | Reduced | 3,167 | 280 | 0.12% | 0.19% | 1340 | -1,420 | -30.96% | Q1 2026 | May 07, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 3,165 | 280 | 0.03% | 0.03% | 1339 | -5 | -0.16% | Q1 2026 | Apr 16, 2026 |
| Heritage Family Offices, LLP | History | Added to | 3,148 | 279 | 0.12% | 0.12% | 1341 | +33 | 1.06% | Q1 2026 | Apr 08, 2026 |
| Williams Jones Wealth Management, LLC. | History | New | 3,140 | 278 | 0.0% | — | 1347 | +3,140 | New | Q1 2026 | May 05, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Reduced | 3,145 | 278 | 0.02% | 0.03% | 1344 | -1,635 | -34.21% | Q1 2026 | May 07, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 3,140 | 278 | 0.1% | 0.13% | 1345 | -939 | -23.02% | Q1 2026 | May 14, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 3,140 | 278 | 0.14% | 0.13% | 1346 | +120 | 3.97% | Q1 2026 | May 06, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Reduced | 3,136 | 278 | 0.13% | 0.13% | 1343 | -27 | -0.85% | Q1 2026 | May 12, 2026 |
| MCF Advisors LLC | History | No change | 3,138 | 278 | 0.01% | 0.02% | 1342 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 3,125 | 277 | 0.18% | 0.14% | 1349 | +549 | 21.31% | Q1 2026 | Apr 15, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 3,124 | 277 | 0.09% | 0.08% | 1348 | +291 | 10.27% | Q1 2026 | Apr 21, 2026 |
| D.B. Root & Company, LLC | History | Added to | 3,121 | 276 | 0.07% | 0.05% | 1352 | +638 | 25.69% | Q1 2026 | May 12, 2026 |
| DAVIS R M INC | History | Added to | 3,120 | 276 | 0.0% | 0.0% | 1351 | +115 | 3.83% | Q1 2026 | May 13, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 3,117 | 276 | 0.05% | 0.05% | 1353 | -55 | -1.73% | Q1 2026 | Apr 28, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | No change | 3,122 | 276 | 0.14% | 0.13% | 1350 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 3,092 | 274 | 0.03% | 0.04% | 1354 | -661 | -17.61% | Q1 2026 | May 12, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 3,094 | 274 | 0.13% | 0.13% | 1355 | +32 | 1.05% | Q1 2026 | May 08, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 3,100 | 274 | 0.04% | 0.04% | 1356 | -31 | -0.99% | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 3,088 | 273 | 0.0% | 0.0% | 1359 | -417 | -11.9% | Q1 2026 | May 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 3,081 | 273 | 0.0% | 0.0% | 1357 | +167 | 5.73% | Q1 2026 | May 14, 2026 |
| Wealth Architects, LLC | History | Reduced | 3,078 | 273 | 0.02% | 0.02% | 1358 | -32 | -1.03% | Q1 2026 | May 15, 2026 |
| Oceanside Advisors LLC | History | Added to | 3,078 | 273 | 0.16% | 0.16% | 1360 | +18 | 0.59% | Q1 2026 | Apr 28, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 3,070 | 272 | 0.14% | 0.15% | 1362 | -25 | -0.81% | Q1 2026 | Apr 24, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 3,075 | 272 | 0.04% | 0.04% | 1361 | +8 | 0.26% | Q1 2026 | Apr 21, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 3,048 | 270 | 0.05% | 0.05% | 1363 | +73 | 2.45% | Q1 2026 | Apr 09, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 3,053 | 270 | 0.07% | 0.07% | 1364 | +1 | 0.03% | Q1 2026 | Apr 20, 2026 |
| DKM Wealth Management, Inc. | History | Reduced | 3,020 | 267 | 0.19% | 0.28% | 1365 | -1,251 | -29.29% | Q1 2026 | Apr 10, 2026 |
| Banque Transatlantique SA | History | New | 3,000 | 266 | 0.01% | — | 1371 | +3,000 | New | Q1 2026 | May 13, 2026 |
| Resolute Advisors LLC | History | Reduced | 3,006 | 266 | 0.11% | 0.09% | 1369 | -23 | -0.76% | Q1 2026 | May 07, 2026 |
| Alexander Randolph Advisory, Inc. | History | No change | 3,000 | 266 | 0.23% | 0.22% | 1366 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 3,000 | 266 | 0.15% | 0.15% | 1367 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Lincoln Capital LLC | History | No change | 3,000 | 266 | 0.05% | 0.05% | 1368 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 3,008 | 266 | 0.02% | 0.02% | 1370 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Horst & Graben Wealth Management LLC | History | New | 2,799 | 265 | 0.04% | — | 1373 | +2,799 | New | Q1 2026 | Apr 28, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 3,000 | 265 | 0.08% | 0.08% | 1372 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Reduced | 2,979 | 264 | 0.09% | 0.12% | 1376 | -522 | -14.91% | Q1 2026 | May 14, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Reduced | 2,984 | 264 | 0.15% | 0.18% | 1377 | -300 | -9.14% | Q1 2026 | Apr 16, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 2,977 | 264 | 0.03% | 0.04% | 1375 | -215 | -6.74% | Q1 2026 | May 08, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 2,983 | 264 | 0.01% | 0.01% | 1374 | +13 | 0.44% | Q1 2026 | May 06, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 2,962 | 262 | 0.02% | 0.02% | 1378 | -90 | -2.95% | Q1 2026 | May 06, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | New | 2,951 | 261 | 0.0% | — | 1381 | +2,951 | New | Q1 2026 | Apr 24, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | New | 2,948 | 261 | 0.07% | — | 1380 | +2,948 | New | Q1 2026 | May 11, 2026 |
| Gemmer Asset Management LLC | History | Added to | 2,949 | 261 | 0.02% | 0.02% | 1379 | +217 | 7.94% | Q1 2026 | Apr 22, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 2,936 | 260 | 0.02% | 0.02% | 1382 | -366 | -11.08% | Q1 2026 | May 21, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 2,941 | 260 | 0.12% | 0.13% | 1383 | +28 | 0.96% | Q1 2026 | Apr 16, 2026 |
| Stockman Wealth Management, Inc. | History | Reduced | 2,914 | 258 | 0.03% | 0.04% | 1384 | -568 | -16.31% | Q1 2026 | Apr 13, 2026 |
| Capstone Wealth Management Group LLC | History | Added to | 2,914 | 258 | 0.16% | 0.16% | 1385 | +3 | 0.1% | Q1 2026 | Apr 16, 2026 |
| Advyzon Investment Management, LLC | History | New | 2,894 | 256 | 0.02% | — | 1387 | +2,894 | New | Q1 2026 | May 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 2,889 | 256 | 0.0% | 0.0% | 1386 | -64 | -2.17% | Q1 2026 | May 13, 2026 |
| Capula Management Ltd | History | New | 2,875 | 255 | 0.0% | — | 1390 | +2,875 | New | Q1 2026 | May 14, 2026 |
| TOWER TRUST & INVESTMENT Co | History | Added to | 2,880 | 255 | 0.17% | 0.15% | 1389 | +130 | 4.73% | Q1 2026 | Apr 08, 2026 |
| Seneschal Advisors, LLC | History | No change | 2,886 | 255 | 0.19% | 0.19% | 1388 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Allegheny Financial Group | History | Added to | 2,872 | 254 | 0.03% | 0.04% | 1391 | +20 | 0.7% | Q1 2026 | Apr 16, 2026 |
| Edgestream Partners, L.P. | History | New | 2,855 | 253 | 0.01% | — | 1397 | +2,855 | New | Q1 2026 | May 18, 2026 |
| Kendall Capital Management | History | Added to | 2,860 | 253 | 0.05% | 0.05% | 1393 | +290 | 11.28% | Q1 2026 | Apr 24, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Reduced | 2,853 | 253 | 0.17% | 0.17% | 1392 | -22 | -0.77% | Q1 2026 | May 13, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 2,855 | 253 | 0.06% | 0.06% | 1394 | +19 | 0.67% | Q1 2026 | May 12, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 2,855 | 253 | 0.06% | 0.06% | 1395 | -2 | -0.07% | Q1 2026 | Apr 14, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 2,862 | 253 | 0.09% | 0.09% | 1396 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Westmount Partners, LLC | History | Added to | 2,847 | 252 | 0.06% | 0.06% | 1400 | +10 | 0.35% | Q1 2026 | Apr 16, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 2,849 | 252 | 0.14% | 0.15% | 1399 | -6 | -0.21% | Q1 2026 | Apr 10, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | No change | 2,845 | 252 | 0.13% | 0.13% | 1398 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | New | 2,837 | 251 | 0.08% | — | 1404 | +2,837 | New | Q1 2026 | Apr 22, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 2,831 | 251 | 0.03% | 0.04% | 1401 | -191 | -6.32% | Q1 2026 | Apr 07, 2026 |
| Hopwood Financial Services, Inc. | History | Reduced | 2,835 | 251 | 0.17% | 0.18% | 1403 | -60 | -2.07% | Q1 2026 | May 07, 2026 |
| Ascent Group, LLC | History | Added to | 2,836 | 251 | 0.01% | 0.01% | 1402 | +33 | 1.18% | Q1 2026 | May 15, 2026 |
| Cadent Capital Advisors, LLC | History | New | 2,826 | 250 | 0.06% | — | 1406 | +2,826 | New | Q1 2026 | Apr 08, 2026 |
| ADE, LLC | History | Reduced | 2,823 | 250 | 0.12% | 0.12% | 1405 | -11 | -0.39% | Q1 2026 | May 14, 2026 |
| Finward Bancorp | History | Reduced | 2,812 | 249 | 0.2% | 0.2% | 1407 | -50 | -1.75% | Q1 2026 | Apr 10, 2026 |
| Bensler, LLC | History | Added to | 2,813 | 249 | 0.03% | 0.02% | 1409 | +5 | 0.18% | Q1 2026 | May 01, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 2,809 | 249 | 0.07% | 0.06% | 1408 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 2,800 | 248 | 0.0% | — | 1411 | +2,800 | New | Q1 2026 | Apr 27, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 2,806 | 248 | 0.1% | 0.06% | 1410 | -53 | -1.85% | Q1 2026 | May 06, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 2,790 | 247 | 0.0% | 0.0% | 1412 | +298 | 11.96% | Q1 2026 | May 05, 2026 |
| Level Financial Advisors | History | Reduced | 2,781 | 246 | 0.06% | 0.08% | 1416 | -717 | -20.5% | Q1 2026 | Apr 10, 2026 |
| Haverford Trust Co | History | Added to | 2,779 | 246 | 0.0% | 0.0% | 1413 | +62 | 2.28% | Q1 2026 | May 11, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 2,781 | 246 | 0.07% | 0.06% | 1418 | -50 | -1.77% | Q1 2026 | May 05, 2026 |
| SwitchPoint Financial Planning, LLC | History | Added to | 2,776 | 246 | 0.17% | 0.17% | 1419 | +20 | 0.73% | Q1 2026 | Apr 29, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 2,773 | 246 | 0.04% | 0.04% | 1417 | +9 | 0.33% | Q1 2026 | Apr 22, 2026 |
| RBA Wealth Management, LLC | History | Reduced | 2,782 | 246 | 0.09% | 0.08% | 1415 | -8 | -0.29% | Q1 2026 | Apr 22, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 2,781 | 246 | 0.06% | 0.06% | 1414 | -2 | -0.07% | Q1 2026 | May 13, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 2,773 | 245 | 0.03% | 0.03% | 1422 | +17 | 0.62% | Q1 2026 | Apr 29, 2026 |
| Sellwood Investment Partners LLC | History | Added to | 2,769 | 245 | 0.1% | 0.1% | 1420 | +5 | 0.18% | Q1 2026 | Apr 23, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 2,765 | 245 | 0.01% | 0.01% | 1421 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 2,761 | 244 | 0.02% | 0.07% | 1423 | -5,726 | -67.47% | Q1 2026 | Apr 15, 2026 |
| Rossby Financial, LCC | History | Added to | 2,748 | 244 | 0.05% | 0.05% | 1425 | +929 | 51.07% | Q1 2026 | May 11, 2026 |
| SWS Partners | History | Added to | 2,760 | 244 | 0.06% | 0.06% | 1424 | +6 | 0.22% | Q1 2026 | Apr 21, 2026 |
| ETF Store, Inc. | History | Added to | 2,731 | 242 | 0.24% | 0.24% | 1426 | +22 | 0.81% | Q1 2026 | Apr 30, 2026 |
| TrustBank | History | New | 2,726 | 241 | 0.09% | — | 1431 | +2,726 | New | Q1 2026 | May 04, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 2,718 | 241 | 0.04% | 0.05% | 1427 | -385 | -12.41% | Q1 2026 | May 14, 2026 |
| FOCUSED ALPHA, LLC | History | Reduced | 2,722 | 241 | 0.07% | 0.07% | 1430 | -136 | -4.76% | Q1 2026 | May 12, 2026 |
| Berger Financial Group, Inc | History | Reduced | 2,719 | 241 | 0.01% | 0.01% | 1428 | -54 | -1.95% | Q1 2026 | Apr 28, 2026 |
| Advantage Trust Co | History | No change | 2,728 | 241 | 0.11% | 0.11% | 1429 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 2,466 | 239 | 0.01% | 0.01% | 1433 | -441 | -15.17% | Q1 2026 | Apr 24, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 2,705 | 239 | 0.03% | 0.03% | 1432 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 2,677 | 237 | 0.14% | 0.13% | 1435 | +335 | 14.3% | Q1 2026 | May 12, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 2,676 | 237 | 0.15% | 0.17% | 1436 | -206 | -7.15% | Q1 2026 | May 08, 2026 |
| CITIZENS & NORTHERN CORP | History | No change | 2,683 | 237 | 0.06% | 0.06% | 1434 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Davis Capital Management | History | Reduced | 2,660 | 235 | 0.16% | 0.17% | 1437 | -139 | -4.97% | Q1 2026 | Apr 16, 2026 |
| Ignite Planners, LLC | History | Reduced | 2,654 | 235 | 0.04% | 0.04% | 1438 | -20 | -0.75% | Q1 2026 | Apr 17, 2026 |
| RDA Financial Network | History | Reduced | 2,644 | 234 | 0.06% | 0.06% | 1440 | -139 | -4.99% | Q1 2026 | Apr 08, 2026 |
| Legacy Advisors, LLC | History | Reduced | 2,646 | 234 | 0.03% | 0.03% | 1439 | -83 | -3.04% | Q1 2026 | May 05, 2026 |
| Procyon Advisors, LLC | History | New | 2,636 | 233 | 0.01% | — | 1442 | +2,636 | New | Q1 2026 | May 04, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 2,632 | 233 | 0.02% | 0.02% | 1441 | -6 | -0.23% | Q1 2026 | May 15, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 2,622 | 232 | 0.22% | — | 1444 | +2,622 | New | Q1 2026 | May 14, 2026 |
| Disciplina Capital Management LLC | History | Added to | 2,625 | 232 | 0.02% | 0.03% | 1443 | +28 | 1.08% | Q1 2026 | May 07, 2026 |
| ATALANTA SOSNOFF CAPITAL, LLC | History | No change | 2,601 | 230 | 0.0% | 0.0% | 1445 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HighPoint Advisor Group LLC | History | New | 2,583 | 229 | 0.01% | — | 1448 | +2,583 | New | Q1 2026 | May 14, 2026 |
| RCW Management, LLC | History | Reduced | 2,586 | 229 | 0.23% | 0.24% | 1446 | -97 | -3.62% | Q1 2026 | Apr 15, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | No change | 2,589 | 229 | 0.15% | 0.14% | 1447 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BANK OF NOVA SCOTIA | History | New | 2,565 | 227 | 0.0% | — | 1455 | +2,565 | New | Q1 2026 | May 14, 2026 |
| ARWA LLC | History | Reduced | 2,448 | 227 | 0.11% | 0.15% | 1454 | -366 | -13.01% | Q1 2026 | Apr 13, 2026 |
| American Money Management, LLC | History | Reduced | 2,569 | 227 | 0.04% | 0.04% | 1450 | -236 | -8.41% | Q1 2026 | May 11, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Added to | 2,564 | 227 | 0.02% | 0.02% | 1449 | +200 | 8.46% | Q1 2026 | May 06, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 2,560 | 227 | 0.02% | 0.02% | 1451 | -52 | -1.99% | Q1 2026 | May 14, 2026 |
| Paladin Advisory Group, LLC | History | Added to | 2,560 | 227 | 0.17% | 0.16% | 1452 | +12 | 0.47% | Q1 2026 | Apr 30, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | No change | 2,560 | 227 | 0.04% | 0.04% | 1453 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Strengthening Families & Communities, LLC | History | New | 2,551 | 226 | 0.06% | — | 1460 | +2,551 | New | Q1 2026 | May 11, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 2,551 | 226 | 0.04% | 0.03% | 1458 | -1,303 | -33.81% | Q1 2026 | Apr 21, 2026 |
| Trust Point Inc. | History | Reduced | 2,554 | 226 | 0.02% | 0.02% | 1457 | -205 | -7.43% | Q1 2026 | Apr 15, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 2,353 | 226 | 0.12% | 0.13% | 1459 | +10 | 0.43% | Q1 2026 | May 18, 2026 |
| Smith & Howard Wealth Management, LLC | History | No change | 2,548 | 226 | 0.05% | 0.05% | 1456 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Reduced | 2,539 | 225 | 0.07% | 0.14% | 1461 | -2,760 | -52.09% | Q1 2026 | May 07, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 2,542 | 225 | 0.02% | 0.02% | 1462 | -325 | -11.34% | Q1 2026 | Apr 24, 2026 |
| LEE DANNER & BASS INC | History | No change | 2,534 | 224 | 0.01% | 0.02% | 1463 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HORIZON BANCORP INC /IN/ | History | Reduced | 2,519 | 223 | 0.11% | 1.16% | 1464 | -24,320 | -90.61% | Q1 2026 | Apr 22, 2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC | History | New | 2,500 | 222 | 0.01% | — | 1466 | +2,500 | New | Q1 2026 | Apr 13, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 2,511 | 222 | 0.04% | 0.04% | 1465 | +162 | 6.9% | Q1 2026 | Apr 23, 2026 |
| Patten Group, Inc. | History | Reduced | 2,489 | 220 | 0.04% | 0.04% | 1467 | -83 | -3.23% | Q1 2026 | Apr 24, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 2,487 | 220 | 0.05% | 0.05% | 1468 | +52 | 2.14% | Q1 2026 | May 08, 2026 |
| Luminvest Wealth Management LLC | History | New | 2,472 | 219 | 0.06% | — | 1469 | +2,472 | New | Q1 2026 | May 01, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 2,462 | 218 | 0.02% | 0.02% | 1470 | -364 | -12.88% | Q1 2026 | May 06, 2026 |
| TCP Asset Management, LLC | History | Reduced | 2,466 | 218 | 0.03% | 0.04% | 1472 | -58 | -2.3% | Q1 2026 | Apr 10, 2026 |
| Orin Green Financial, LLC | History | No change | 2,459 | 218 | 0.09% | 0.09% | 1471 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 2,450 | 217 | 0.04% | 0.05% | 1473 | -406 | -14.22% | Q1 2026 | Apr 14, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 2,445 | 216 | 0.15% | 0.13% | 1474 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MKT Advisors LLC | History | No change | 2,394 | 216 | 0.07% | 0.07% | 1475 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| American State Bank (Iowa) | History | Added to | 2,428 | 215 | 0.1% | 0.1% | 1477 | +23 | 0.96% | Q1 2026 | Apr 14, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 2,428 | 215 | 0.05% | 0.05% | 1476 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 2,414 | 214 | 0.12% | — | 1479 | +2,414 | New | Q1 2026 | Apr 16, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 2,423 | 214 | 0.03% | 0.03% | 1478 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 2,403 | 213 | 0.02% | 0.02% | 1480 | -895 | -27.14% | Q1 2026 | Apr 20, 2026 |
| CGC Financial Services, LLC | History | No change | 2,405 | 213 | 0.06% | 0.06% | 1481 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| United Advisor Group, LLC | History | New | 2,394 | 212 | 0.03% | — | 1482 | +2,394 | New | Q1 2026 | Apr 17, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 2,382 | 211 | 0.02% | 0.02% | 1483 | +25 | 1.06% | Q1 2026 | May 07, 2026 |
| OARSMAN CAPITAL, INC. | History | New | 2,373 | 210 | 0.03% | — | 1486 | +2,373 | New | Q1 2026 | Apr 27, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 2,378 | 210 | 0.03% | 0.03% | 1485 | -531 | -18.25% | Q1 2026 | May 05, 2026 |
| Ledyard National Bank | History | No change | 2,369 | 210 | 0.02% | 0.02% | 1484 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 2,367 | 209 | 0.01% | 0.01% | 1487 | +2 | 0.08% | Q1 2026 | May 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 2,350 | 208 | 0.0% | 0.01% | 1490 | -2,780 | -54.19% | Q1 2026 | Apr 27, 2026 |
| Downshift Financial, LLC | History | New | 1,399 | 208 | 0.11% | — | 1491 | +1,399 | New | Q1 2026 | Apr 29, 2026 |
| Brickley Wealth Management | History | Reduced | 2,352 | 208 | 0.04% | 0.04% | 1488 | -286 | -10.84% | Q1 2026 | May 04, 2026 |
| Oak Asset Management, LLC | History | Added to | 2,348 | 208 | 0.07% | 0.07% | 1489 | +10 | 0.43% | Q1 2026 | Apr 15, 2026 |
| Waterloo Capital, L.P. | History | Added to | 2,338 | 207 | 0.01% | 0.01% | 1492 | +58 | 2.54% | Q1 2026 | May 12, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 2,327 | 206 | 0.05% | 0.07% | 1494 | -442 | -15.96% | Q1 2026 | Apr 16, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 2,332 | 206 | 0.01% | 0.01% | 1493 | -163 | -6.53% | Q1 2026 | May 04, 2026 |
| SJBENEN ADVISORY, LLC | History | New | 2,300 | 204 | 0.17% | — | 1497 | +2,300 | New | Q1 2026 | Apr 13, 2026 |
| Townsend Financial Planning, LLC | History | Added to | 2,311 | 204 | 0.2% | 0.2% | 1496 | +13 | 0.57% | Q1 2026 | Apr 28, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 2,304 | 204 | 0.02% | 0.02% | 1495 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Fairman Group, LLC | History | Added to | 2,291 | 203 | 0.17% | 0.11% | 1498 | +703 | 44.27% | Q1 2026 | Apr 23, 2026 |
| Lynx Investment Advisory | History | New | 2,280 | 202 | 0.1% | — | 1500 | +2,280 | New | Q1 2026 | Apr 24, 2026 |
| Accredited Investors Inc. | History | New | 2,278 | 202 | 0.01% | — | 1499 | +2,278 | New | Q1 2026 | Apr 30, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 2,273 | 201 | 0.09% | 0.08% | 1501 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Nicholas Hoffman & Company, LLC. | History | New | 2,261 | 200 | 0.0% | — | 1506 | +2,261 | New | Q1 2026 | Apr 29, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | New | 2,257 | 200 | 0.11% | — | 1507 | +2,257 | New | Q1 2026 | May 12, 2026 |
| Fortis Capital Management LLC | History | Reduced | 2,258 | 200 | 0.02% | 0.03% | 1503 | -513 | -18.51% | Q1 2026 | May 11, 2026 |
| BALLAST ADVISORS LLC | History | Reduced | 2,253 | 200 | 0.06% | 0.06% | 1504 | -85 | -3.64% | Q1 2026 | May 12, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 2,262 | 200 | 0.08% | 0.08% | 1505 | -21 | -0.92% | Q1 2026 | May 01, 2026 |
| J.Safra Asset Management Corp | History | Added to | 2,265 | 200 | 0.01% | 0.01% | 1502 | +14 | 0.62% | Q1 2026 | May 04, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 2,229 | 197 | 0.18% | 0.29% | 1508 | +5 | 0.22% | Q1 2026 | May 11, 2026 |
| Dynamic Wealth Strategies, LLC | History | Reduced | 2,215 | 196 | 0.11% | 0.12% | 1509 | -73 | -3.19% | Q1 2026 | May 13, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | No change | 2,200 | 195 | 0.04% | 0.04% | 1510 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Planning Project LLC | History | No change | 2,198 | 194 | 0.05% | 0.05% | 1511 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Hilltop National Bank | History | Reduced | 2,160 | 191 | 0.05% | 0.05% | 1512 | -19 | -0.87% | Q1 2026 | Apr 02, 2026 |
| GW&K Investment Management, LLC | History | No change | 2,125 | 188 | 0.0% | 0.0% | 1513 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SouthState Bank Corp | History | Reduced | 2,079 | 184 | 0.01% | 0.05% | 1514 | -10,591 | -83.59% | Q1 2026 | May 05, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,078 | 184 | 0.01% | 0.01% | 1515 | +357 | 20.74% | Q1 2026 | May 05, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 2,023 | 179 | 0.01% | 0.0% | 1516 | +1,217 | 150.99% | Q1 2026 | May 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,026 | 179 | 0.02% | 0.02% | 1517 | +150 | 8.0% | Q1 2026 | May 11, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 2,007 | 178 | 0.06% | — | 1518 | +2,000 | 28571.43% | Q1 2026 | Apr 10, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 2,004 | 177 | 0.02% | 0.02% | 1519 | -480 | -19.32% | Q1 2026 | May 04, 2026 |
| Twin Tree Management, LP | History | New | 1,955 | 173 | 0.0% | — | 1521 | +1,955 | New | Q1 2026 | May 14, 2026 |
| Citizens National Bank Trust Department | History | No change | 1,960 | 173 | 0.03% | 0.03% | 1520 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Global Assets Advisory, LLC | History | New | 1,125 | 163 | 0.05% | — | 1522 | +1,125 | New | Q1 2026 | May 01, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 1,795 | 159 | 0.01% | 0.01% | 1523 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 1,710 | 152 | 0.02% | 0.02% | 1524 | -67 | -3.77% | Q1 2026 | Apr 17, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 1,694 | 150 | 0.06% | 0.06% | 1525 | +104 | 6.54% | Q1 2026 | Apr 30, 2026 |
| MidFirst Bank | History | No change | 1,700 | 150 | 0.01% | 0.01% | 1526 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 1,669 | 148 | 0.08% | 0.08% | 1527 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 6,081,260 | 146 | 0.01% | 0.2% | 1528 | +6,010,564 | 8501.99% | Q1 2026 | May 15, 2026 |
| Asset Dedication, LLC | History | No change | 1,644 | 145 | 0.01% | 0.01% | 1529 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| EFG International AG | History | No change | 1,640 | 145 | 0.0% | 0.0% | 1530 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 1,615 | 143 | 0.01% | — | 1531 | +1,615 | New | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 1,488 | 142 | 0.02% | 0.02% | 1532 | -196 | -11.64% | Q1 2026 | May 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,588 | 140 | 0.0% | 0.0% | 1533 | +1,145 | 258.47% | Q1 2026 | May 05, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 1,525 | 135 | 0.07% | 0.07% | 1534 | +15 | 0.99% | Q1 2026 | Apr 21, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 1,515 | 134 | 0.01% | 0.01% | 1535 | +2 | 0.13% | Q1 2026 | Apr 10, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 1,500 | 133 | 0.0% | 0.0% | 1536 | -105 | -6.54% | Q1 2026 | May 06, 2026 |
| Pingora Partners LLC | History | No change | 1,500 | 133 | 0.08% | 0.08% | 1537 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 1,508 | 133 | 0.1% | 0.09% | 1538 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 1,494 | 132 | 0.01% | 0.01% | 1539 | -28 | -1.84% | Q1 2026 | Apr 24, 2026 |
| Opal Wealth Advisors, LLC | History | New | 1,482 | 131 | 0.03% | — | 1541 | +1,482 | New | Q1 2026 | Apr 14, 2026 |
| Jupiter Wealth Management LLC | History | No change | 1,374 | 131 | 0.05% | 0.06% | 1540 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bare Financial Services, Inc | History | No change | 1,434 | 127 | 0.03% | 0.04% | 1542 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 1,405 | 124 | 0.03% | 0.03% | 1543 | -14 | -0.99% | Q1 2026 | Apr 30, 2026 |
| First Pacific Financial | History | Reduced | 1,359 | 120 | 0.02% | 0.02% | 1544 | -178 | -11.58% | Q1 2026 | Apr 23, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 1,297 | 115 | 0.01% | 0.01% | 1545 | -30 | -2.26% | Q1 2026 | Apr 15, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 1,281 | 113 | 0.01% | 0.01% | 1546 | +42 | 3.39% | Q1 2026 | Apr 17, 2026 |
| Urban Financial Advisory Corp | History | No change | 1,266 | 112 | 0.04% | 0.04% | 1547 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LOM Asset Management Ltd | History | No change | 1,272 | 112 | 0.03% | 0.03% | 1548 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 1,254 | 111 | 0.05% | — | 1550 | +1,254 | New | Q1 2026 | May 14, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,260 | 111 | 0.02% | 0.02% | 1549 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 1,250 | 110 | 0.02% | 0.02% | 1551 | -50 | -3.85% | Q1 2026 | Apr 23, 2026 |
| Sachetta, LLC | History | Reduced | 1,213 | 107 | 0.06% | 0.11% | 1552 | -1,045 | -46.28% | Q1 2026 | May 01, 2026 |
| Miller Global Investments, LLC | History | Reduced | 1,203 | 106 | 0.1% | 0.1% | 1553 | -79 | -6.16% | Q1 2026 | Apr 06, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 1,205 | 105 | 0.0% | 0.0% | 1554 | -325 | -21.24% | Q1 2026 | May 15, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Reduced | 1,190 | 105 | 0.01% | 0.01% | 1555 | -39 | -3.17% | Q1 2026 | May 11, 2026 |
| Basepoint Wealth LLC | History | Added to | 1,186 | 105 | 0.06% | 0.06% | 1556 | +13 | 1.11% | Q1 2026 | May 07, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | No change | 1,182 | 104 | 0.13% | 0.12% | 1557 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 1,091 | 103 | 0.13% | 0.28% | 1558 | -1,243 | -53.26% | Q1 2026 | Apr 29, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 1,151 | 102 | 0.09% | — | 1559 | +1,151 | New | Q1 2026 | May 05, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 11,334 | 101 | 0.04% | — | 1560 | +11,334 | New | Q1 2026 | May 14, 2026 |
| Bravera Wealth | History | New | 1,130 | 100 | 0.05% | — | 1562 | +1,130 | New | Q1 2026 | Apr 22, 2026 |
| Balentine LLC | History | Added to | 1,137 | 100 | 0.0% | 0.0% | 1561 | +210 | 22.65% | Q1 2026 | Apr 24, 2026 |
| Bank of Jackson Hole Trust | History | Reduced | 1,121 | 99 | 0.05% | 0.05% | 1563 | -7 | -0.62% | Q1 2026 | May 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,106 | 98 | 0.01% | 0.01% | 1564 | +26 | 2.41% | Q1 2026 | Apr 13, 2026 |
| ATWOOD & PALMER INC | History | No change | 1,112 | 98 | 0.01% | 0.01% | 1565 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Park Place Capital Corp | History | No change | 1,111 | 98 | 0.02% | 0.02% | 1566 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Sava Infond d.o.o. | History | New | 1,100 | 97 | 0.01% | — | 1568 | +1,100 | New | Q1 2026 | May 11, 2026 |
| Hickory Point Bank & Trust | History | New | 1,097 | 97 | 0.06% | — | 1567 | +1,097 | New | Q1 2026 | Apr 03, 2026 |
| AlphaCentric Advisors LLC | History | Reduced | 1,075 | 95 | 0.09% | 0.2% | 1569 | -1,244 | -53.64% | Q1 2026 | May 07, 2026 |
| Clearstead Trust, LLC | History | No change | 1,064 | 94 | 0.02% | 0.01% | 1570 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 1,015 | 90 | 0.03% | — | 1571 | +1,015 | New | Q1 2026 | May 13, 2026 |
| HOWE & RUSLING INC | History | No change | 982 | 87 | 0.01% | 0.01% | 1572 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Archer Investment Corp | History | Reduced | 978 | 86 | 0.02% | 0.04% | 1573 | -794 | -44.81% | Q1 2026 | May 04, 2026 |
| CNB Bank | History | No change | 963 | 85 | 0.04% | 0.03% | 1574 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| City State Bank | History | No change | 966 | 85 | 0.02% | 0.02% | 1575 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Generali Asset Management SPA SGR | History | No change | 960 | 85 | 0.0% | 0.0% | 1576 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Phillip James Consulting Co. | History | New | 735 | 84 | 0.06% | — | 1577 | +735 | New | Q1 2026 | May 11, 2026 |
| My Portfolio Guide, LLC | History | New | 942 | 83 | 0.05% | — | 1578 | +942 | New | Q1 2026 | May 05, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 929 | 82 | 0.01% | 0.01% | 1579 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Realta Investment Advisors | History | Reduced | 918 | 81 | 0.03% | 0.03% | 1581 | -20 | -2.13% | Q1 2026 | Apr 22, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 922 | 81 | 0.07% | 0.07% | 1582 | +14 | 1.54% | Q1 2026 | May 11, 2026 |
| Glassman Wealth Services | History | No change | 921 | 81 | 0.01% | 0.01% | 1580 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Hurley Capital, LLC | History | No change | 891 | 79 | 0.04% | 0.04% | 1583 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cornerstone Financial Management LLC | History | No change | 898 | 79 | 0.07% | 0.07% | 1584 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 880 | 78 | 0.02% | 0.01% | 1585 | +336 | 61.76% | Q1 2026 | Apr 06, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 860 | 75 | 0.0% | — | 1590 | +860 | New | Q1 2026 | May 12, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 846 | 75 | 0.04% | 0.05% | 1589 | -175 | -17.14% | Q1 2026 | May 15, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 850 | 75 | 0.0% | 0.0% | 1586 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pacifica Partners Inc. | History | No change | 852 | 75 | 0.02% | 0.03% | 1587 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 849 | 75 | 0.06% | 0.05% | 1588 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 810 | 71 | 0.01% | 0.01% | 1591 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Salomon & Ludwin, LLC | History | No change | 796 | 71 | 0.01% | 0.01% | 1592 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Graney & King, LLC | History | Added to | 792 | 70 | 0.04% | 0.04% | 1593 | +2 | 0.25% | Q1 2026 | May 18, 2026 |
| Aberdeen Wealth Management LLC | History | Added to | 787 | 69 | 0.03% | 0.03% | 1595 | +1 | 0.13% | Q1 2026 | May 15, 2026 |
| ALERUS FINANCIAL NA | History | No change | 786 | 69 | 0.0% | 0.0% | 1594 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 786 | 69 | 0.02% | 0.02% | 1596 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 752 | 67 | 0.0% | 0.0% | 1598 | +445 | 144.95% | Q1 2026 | May 05, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 759 | 67 | 0.0% | 0.0% | 1597 | +320 | 72.89% | Q1 2026 | Apr 21, 2026 |
| NBZ Investment Advisors LLC | History | No change | 760 | 67 | 0.03% | 0.03% | 1599 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 745 | 66 | 0.0% | 0.0% | 1600 | +570 | 325.71% | Q1 2026 | May 05, 2026 |
| Triumph Capital Management | History | No change | 746 | 66 | 0.01% | 0.01% | 1601 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 748 | 66 | 0.01% | 0.01% | 1602 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 741 | 65 | 0.01% | 0.01% | 1603 | +3 | 0.41% | Q1 2026 | May 08, 2026 |
| Standard Family Office LLC | History | No change | 704 | 62 | 0.06% | 0.07% | 1604 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 695 | 61 | 0.0% | 0.0% | 1605 | +586 | 537.61% | Q1 2026 | May 15, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 692 | 61 | 0.06% | 0.06% | 1606 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Costello Asset Management, INC | History | Reduced | 683 | 60 | 0.02% | 0.02% | 1607 | -158 | -18.79% | Q1 2026 | Apr 30, 2026 |
| Corsicana & Co. | History | Added to | 660 | 59 | 0.04% | 0.01% | 1610 | +400 | 153.85% | Q1 2026 | May 13, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 668 | 59 | 0.01% | 0.01% | 1608 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SITTNER & NELSON, LLC | History | No change | 674 | 59 | 0.02% | 0.02% | 1609 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Creative Capital Management Investments LLC | History | No change | 676 | 59 | 0.02% | 0.02% | 1611 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 665 | 58 | 0.01% | 0.01% | 1612 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | Reduced | 644 | 57 | 0.0% | 0.0% | 1613 | -10 | -1.53% | Q1 2026 | Apr 28, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 636 | 56 | 0.04% | 0.04% | 1614 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Colonial Trust Advisors | History | No change | 639 | 56 | 0.0% | 0.0% | 1615 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BankPlus Trust Department | History | No change | 640 | 56 | 0.01% | 0.01% | 1616 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 627 | 55 | 0.0% | 0.0% | 1617 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 630 | 55 | 0.03% | 0.03% | 1618 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| EPG Wealth Management LLC | History | Reduced | 614 | 54 | 0.01% | 0.01% | 1619 | -8 | -1.29% | Q1 2026 | May 07, 2026 |
| Main Street Group, LTD | History | New | 600 | 53 | 0.02% | — | 1621 | +600 | New | Q1 2026 | May 06, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 605 | 53 | 0.01% | 0.01% | 1620 | +186 | 44.39% | Q1 2026 | May 11, 2026 |
| Aspect Partners, LLC | History | Reduced | 591 | 52 | 0.02% | 0.04% | 1623 | -517 | -46.66% | Q1 2026 | Apr 02, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 590 | 52 | 0.02% | 0.02% | 1622 | +17 | 2.97% | Q1 2026 | Apr 09, 2026 |
| PlanVest Financial, Inc | History | New | 583 | 51 | 0.04% | — | 1625 | +583 | New | Q1 2026 | May 14, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 584 | 51 | 0.03% | 0.02% | 1624 | +49 | 9.16% | Q1 2026 | Apr 24, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 560 | 49 | 0.01% | 0.0% | 1626 | +333 | 146.7% | Q1 2026 | May 20, 2026 |
| Rice Partnership, LLC | History | No change | 551 | 48 | 0.01% | 0.01% | 1627 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Armor Investment Advisors, LLC | History | No change | 532 | 47 | 0.02% | 0.02% | 1628 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SHP Wealth Management | History | Reduced | 519 | 46 | 0.0% | 0.0% | 1629 | -30 | -5.46% | Q1 2026 | May 08, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 488 | 43 | 0.01% | — | 1633 | +488 | New | Q1 2026 | May 13, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 491 | 43 | 0.02% | 0.01% | 1631 | +286 | 139.51% | Q1 2026 | May 14, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 488 | 43 | 0.01% | 0.02% | 1632 | -180 | -26.95% | Q1 2026 | May 13, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 488 | 43 | 0.01% | 0.01% | 1630 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 480 | 42 | 0.01% | 0.01% | 1634 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 470 | 41 | 0.0% | — | 1636 | +470 | New | Q1 2026 | Apr 14, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 467 | 41 | 0.02% | 0.01% | 1635 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 459 | 40 | 0.02% | — | 1638 | +459 | New | Q1 2026 | May 12, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 462 | 40 | 0.01% | 0.01% | 1637 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 430 | 38 | 0.01% | 0.01% | 1639 | -57 | -11.7% | Q1 2026 | Apr 22, 2026 |
| GAMMA Investing LLC | History | Added to | 425 | 37 | 0.0% | 0.0% | 1640 | +96 | 29.18% | Q1 2026 | Apr 06, 2026 |
| Tower View Wealth Management LLC | History | Added to | 399 | 35 | 0.02% | 0.0% | 1642 | +304 | 320.0% | Q1 2026 | Apr 20, 2026 |
| Founders Capital Management | History | No change | 400 | 35 | 0.02% | 0.02% | 1641 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Roxbury Financial LLC | History | Added to | 392 | 34 | 0.03% | 0.03% | 1643 | +2 | 0.51% | Q1 2026 | Apr 17, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 378 | 33 | 0.0% | 0.0% | 1644 | +52 | 15.95% | Q1 2026 | May 15, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 383 | 33 | 0.02% | 0.02% | 1646 | -18 | -4.49% | Q1 2026 | May 14, 2026 |
| Pflug Koory, LLC | History | Added to | 375 | 33 | 0.02% | 0.01% | 1645 | +3 | 0.81% | Q1 2026 | Apr 21, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 382 | 33 | 0.01% | 0.01% | 1647 | -2 | -0.52% | Q1 2026 | May 13, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 370 | 32 | 0.01% | 0.01% | 1648 | +4 | 1.09% | Q1 2026 | Apr 30, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 365 | 32 | 0.03% | 0.03% | 1649 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CX Institutional | History | Reduced | 354 | 31 | 0.0% | 0.0% | 1651 | -473 | -57.19% | Q1 2026 | Apr 06, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 348 | 31 | 0.01% | 0.01% | 1650 | -92 | -20.91% | Q1 2026 | May 14, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 359 | 31 | 0.0% | 0.0% | 1652 | +44 | 13.97% | Q1 2026 | Apr 28, 2026 |
| Hara Capital LLC | History | New | 344 | 30 | 0.01% | — | 1654 | +344 | New | Q1 2026 | May 14, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 339 | 30 | 0.0% | 0.0% | 1653 | -17 | -4.78% | Q1 2026 | May 11, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 334 | 29 | 0.0% | 0.01% | 1655 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 338 | 29 | 0.02% | 0.02% | 1656 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Copia Wealth Management | History | No change | 327 | 29 | 0.02% | 0.02% | 1657 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| True Link Financial Advisors, LLC | History | New | 323 | 28 | 0.0% | — | 1662 | +323 | New | Q1 2026 | Apr 29, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 322 | 28 | 0.01% | 0.01% | 1658 | -61 | -15.93% | Q1 2026 | May 05, 2026 |
| TSFG, LLC | History | Reduced | 319 | 28 | 0.0% | 0.0% | 1659 | -15 | -4.49% | Q1 2026 | Apr 27, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 320 | 28 | 0.0% | 0.0% | 1661 | +3 | 0.95% | Q1 2026 | May 06, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 326 | 28 | 0.02% | 0.02% | 1660 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 307 | 27 | 0.01% | 0.01% | 1664 | +1 | 0.33% | Q1 2026 | May 08, 2026 |
| Tidemark, LLC | History | No change | 310 | 27 | 0.01% | 0.01% | 1663 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PETERSON WEALTH MANAGEMENT | History | New | 302 | 26 | 0.02% | — | 1669 | +302 | New | Q1 2026 | May 15, 2026 |
| ESL Trust Services, LLC | History | Reduced | 300 | 26 | 0.0% | 0.01% | 1666 | -131 | -30.39% | Q1 2026 | May 07, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 300 | 26 | 0.0% | 0.0% | 1667 | +77 | 34.53% | Q1 2026 | May 06, 2026 |
| ADIRONDACK TRUST CO | History | No change | 300 | 26 | 0.01% | 0.01% | 1665 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 295 | 26 | 0.0% | 0.0% | 1668 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 289 | 25 | 0.02% | 0.03% | 1673 | -84 | -22.52% | Q1 2026 | May 06, 2026 |
| Caitlin John, LLC | History | Added to | 291 | 25 | 0.01% | 0.02% | 1672 | +3 | 1.04% | Q1 2026 | May 13, 2026 |
| GODSEY & GIBB, INC | History | No change | 291 | 25 | 0.0% | 0.0% | 1670 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Joseph Group Capital Management | History | No change | 289 | 25 | 0.01% | 0.01% | 1671 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 271 | 24 | 0.02% | — | 1675 | +271 | New | Q1 2026 | Apr 27, 2026 |
| Sterling Capital Management LLC | History | No change | 272 | 24 | 0.0% | 0.0% | 1674 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 257 | 23 | 0.0% | 0.0% | 1677 | -97 | -27.4% | Q1 2026 | May 01, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Reduced | 255 | 23 | 0.0% | 0.0% | 1676 | -50 | -16.39% | Q1 2026 | May 15, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 265 | 23 | 0.07% | 0.06% | 1678 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | No change | 268 | 23 | 0.01% | 0.01% | 1679 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, LLC | History | New | 254 | 22 | 0.01% | — | 1682 | +254 | New | Q1 2026 | May 14, 2026 |
| Missouri Trust & Investment Co | History | No change | 250 | 22 | 0.01% | 0.01% | 1680 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Longview Financial Advisors LLC | History | No change | 254 | 22 | 0.01% | 0.01% | 1681 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Legacy Bridge, LLC | History | Added to | 248 | 21 | 0.01% | 0.01% | 1683 | +4 | 1.64% | Q1 2026 | May 14, 2026 |
| Sage Mountain Advisors LLC | History | No change | 245 | 21 | 0.0% | 0.0% | 1684 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Register Financial Advisors LLC | History | No change | 241 | 21 | 0.01% | 0.01% | 1685 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 229 | 20 | 0.01% | — | 1686 | +229 | New | Q1 2026 | May 08, 2026 |
| Millstone Evans Group, LLC | History | No change | 225 | 19 | 0.01% | 0.01% | 1687 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 212 | 18 | 0.0% | — | 1689 | +212 | New | Q1 2026 | Apr 20, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 211 | 18 | 0.0% | 0.0% | 1688 | -31 | -12.81% | Q1 2026 | Apr 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 195 | 17 | 0.01% | 0.02% | 1690 | -330 | -62.86% | Q1 2026 | Apr 14, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 192 | 17 | 0.01% | — | 1694 | +192 | New | Q1 2026 | Apr 21, 2026 |
| Richardson Capital Management LLC | History | No change | 201 | 17 | 0.01% | 0.01% | 1691 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MTM Investment Management, LLC | History | No change | 202 | 17 | 0.01% | 0.01% | 1692 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Dakota Community Bank & Trust NA | History | No change | 199 | 17 | 0.06% | 0.06% | 1693 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 185 | 16 | 0.01% | — | 1699 | +185 | New | Q1 2026 | May 06, 2026 |
| Eukles Asset Management | History | No change | 187 | 16 | 0.01% | 0.01% | 1695 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 175 | 16 | 0.0% | 0.0% | 1696 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Motiv8 Investments LLC | History | No change | 181 | 16 | 0.01% | 0.01% | 1697 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ankerstar Wealth, LLC | History | No change | 189 | 16 | 0.02% | 0.02% | 1698 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| S&T BANK/PA | History | No change | 175 | 15 | 0.01% | 0.0% | 1700 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 170 | 15 | 0.01% | 0.01% | 1701 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Activest Wealth Management | History | Added to | 160 | 14 | 0.0% | — | 1704 | +154 | 2566.67% | Q1 2026 | Apr 15, 2026 |
| Networth Advisors, LLC | History | Reduced | 158 | 14 | 0.01% | 0.01% | 1707 | -53 | -25.12% | Q1 2026 | Apr 22, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 161 | 14 | 0.01% | 0.01% | 1708 | -19 | -10.56% | Q1 2026 | May 14, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 162 | 14 | 0.01% | 0.01% | 1706 | +1 | 0.62% | Q1 2026 | Apr 22, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 164 | 14 | 0.0% | 0.0% | 1702 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Fortis Group Advisors, LLC | History | No change | 167 | 14 | 0.0% | 0.0% | 1703 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| UNION SAVINGS BANK | History | No change | 165 | 14 | 0.01% | 0.01% | 1705 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| JPL Wealth Management, LLC | History | New | 150 | 13 | 0.0% | — | 1712 | +150 | New | Q1 2026 | May 08, 2026 |
| Mosley Wealth Management | History | New | 147 | 13 | 0.01% | — | 1713 | +147 | New | Q1 2026 | Apr 27, 2026 |
| High Note Wealth, LLC | History | Reduced | 157 | 13 | 0.0% | 0.0% | 1710 | -16 | -9.25% | Q1 2026 | May 11, 2026 |
| Coastline Trust Co | History | No change | 150 | 13 | 0.0% | 0.0% | 1709 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Dorato Capital Management | History | No change | 150 | 13 | 0.01% | 0.01% | 1711 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| IMA Advisory Services, Inc. | History | No change | 136 | 12 | 0.0% | 0.0% | 1714 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NFSG Corp | History | Reduced | 129 | 11 | 0.0% | 0.0% | 1719 | -194 | -60.06% | Q1 2026 | May 05, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 132 | 11 | 0.01% | 0.0% | 1721 | +108 | 450.0% | Q1 2026 | May 07, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 130 | 11 | 0.0% | 0.0% | 1720 | +33 | 34.02% | Q1 2026 | Apr 27, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Added to | 130 | 11 | 0.0% | 0.0% | 1715 | +1 | 0.78% | Q1 2026 | May 11, 2026 |
| Bollard Group LLC | History | Added to | 127 | 11 | 0.0% | 0.0% | 1718 | +1 | 0.79% | Q1 2026 | May 14, 2026 |
| Capital Investment Counsel, Inc | History | No change | 130 | 11 | 0.0% | 0.0% | 1716 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SRH ADVISORS, LLC | History | No change | 125 | 11 | 0.0% | 0.0% | 1717 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Signature Resources Capital Management, LLC | History | New | 115 | 10 | 0.0% | — | 1725 | +115 | New | Q1 2026 | May 01, 2026 |
| Strive Financial Group ,LLC | History | Added to | 107 | 10 | 0.01% | 0.0% | 1723 | +43 | 67.19% | Q1 2026 | May 15, 2026 |
| Fortitude Family Office, LLC | History | No change | 117 | 10 | 0.0% | 0.0% | 1722 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Walsh & Associates, LLC | History | No change | 115 | 10 | 0.01% | 0.01% | 1724 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vision Retirement, LLC | History | Added to | 107 | 9 | 0.0% | — | 1727 | +99 | 1237.5% | Q1 2026 | May 07, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 104 | 9 | 0.0% | 0.0% | 1726 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| High Point Wealth Management, LLC | History | New | 100 | 8 | 0.01% | — | 1734 | +100 | New | Q1 2026 | Apr 08, 2026 |
| Financial Connections Group, Inc. | History | New | 97 | 8 | 0.0% | — | 1733 | +97 | New | Q1 2026 | May 01, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 100 | 8 | 0.0% | 0.0% | 1730 | -81 | -44.75% | Q1 2026 | Apr 15, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | Added to | 91 | 8 | 0.01% | 0.0% | 1728 | +23 | 33.82% | Q1 2026 | May 12, 2026 |
| Benson Wealth Management INC | History | Reduced | 96 | 8 | 0.01% | 0.01% | 1732 | -1 | -1.03% | Q1 2026 | May 12, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 101 | 8 | 0.0% | 0.0% | 1729 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kilter Group LLC | History | No change | 97 | 8 | 0.0% | 0.0% | 1731 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 83 | 7 | 0.0% | — | 1736 | +83 | New | Q1 2026 | Apr 27, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 83 | 7 | 0.0% | 0.0% | 1735 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 73 | 6 | 0.0% | 0.0% | 1737 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Monetary Solutions, Ltd | History | No change | 75 | 6 | 0.01% | 0.01% | 1738 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| VANGUARD ADVISERS INC | History | New | 63 | 5 | 0.0% | — | 1744 | +63 | New | Q1 2026 | May 08, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 62 | 5 | 0.0% | 0.0% | 1740 | +12 | 24.0% | Q1 2026 | Apr 29, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 57 | 5 | 0.0% | 0.0% | 1739 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 61 | 5 | 0.0% | 0.0% | 1741 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Winthrop Capital Management, LLC | History | No change | 57 | 5 | 0.0% | 0.0% | 1742 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 58 | 5 | 0.0% | 0.0% | 1743 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bruce G. Allen Investments, LLC | History | New | 56 | 4 | 0.0% | — | 1745 | +56 | New | Q1 2026 | May 08, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 14 | 4 | 0.01% | — | 1746 | +14 | New | Q1 2026 | May 11, 2026 |
| EASTERN BANK | History | Reduced | 40 | 3 | 0.0% | 0.0% | 1747 | -1,333 | -97.09% | Q1 2026 | Apr 07, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 43 | 3 | 0.0% | 0.01% | 1751 | -276 | -86.52% | Q1 2026 | May 11, 2026 |
| Key Capital Management, INC | History | Added to | 45 | 3 | 0.0% | — | 1754 | +44 | 4400.0% | Q1 2026 | May 07, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 36 | 3 | 0.0% | — | 1755 | +36 | New | Q1 2026 | Apr 21, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 35 | 3 | 0.0% | 0.0% | 1748 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Investors Research Corp | History | No change | 35 | 3 | 0.0% | 0.0% | 1749 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| GoalVest Advisory LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 1750 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Coston, McIsaac & Partners | History | No change | 38 | 3 | 0.0% | 0.0% | 1752 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 42 | 3 | 0.0% | 0.0% | 1753 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Reduced | 25 | 2 | 0.0% | 0.0% | 1756 | -100 | -80.0% | Q1 2026 | May 15, 2026 |
| Ascentis Wealth Management, LLC | History | New | 32 | 2 | 0.0% | — | 1761 | +32 | New | Q1 2026 | Apr 28, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 29 | 2 | 0.0% | — | 1760 | +29 | New | Q1 2026 | Apr 13, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 23 | 2 | 0.0% | 0.0% | 1757 | -5 | -17.86% | Q1 2026 | May 11, 2026 |
| ORG Partners LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 1758 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Hughes Financial Services, LLC | History | No change | 31 | 2 | 0.0% | 0.0% | 1759 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Evolution Advisers, Inc. | History | Reduced | 20 | 1 | 0.0% | 0.0% | 1764 | -96 | -82.76% | Q1 2026 | May 01, 2026 |
| Navigoe, LLC | History | Reduced | 15 | 1 | 0.0% | 0.0% | 1769 | -31 | -67.39% | Q1 2026 | May 01, 2026 |
| Horizon Investments, LLC | History | Added to | 16 | 1 | 0.0% | — | 1762 | +8 | 100.0% | Q1 2026 | May 14, 2026 |
| Financial Management Professionals, Inc. | History | No change | 20 | 1 | 0.0% | 0.0% | 1763 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 1765 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 12 | 1 | 0.0% | 0.0% | 1766 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Fairscale Capital, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 1767 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 1768 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 1770 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Ares Financial Consulting, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 1771 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -184,811 | -100.0% | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.04% | — | -151,300 | -100.0% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -90,200 | -100.0% | Q1 2026 | May 14, 2026 |
| Cerity Partners OCIO LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -70,269 | -100.0% | Q1 2026 | May 15, 2026 |
| Dougherty Wealth Advisers LLC | History | Reduced | 1 | 0 | — | 2.13% | — | -42,627 | -100.0% | Q1 2026 | Apr 21, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.02% | — | -39,316 | -100.0% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -37,625 | -100.0% | Q1 2026 | Apr 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -34,769 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.12% | — | -30,699 | -100.0% | Q1 2026 | Apr 30, 2026 |
| CORRADO ADVISORS, LLC | History | Closed out | 0 | 0 | — | 1.29% | — | -29,082 | -100.0% | Q1 2026 | Apr 30, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -24,600 | -100.0% | Q1 2026 | May 11, 2026 |
| Retireful, LLC | History | Closed out | 0 | 0 | — | 2.4% | — | -21,491 | -100.0% | Q1 2026 | Apr 15, 2026 |
| CORDA Investment Management, LLC. | History | Closed out | 0 | 0 | — | 0.13% | — | -20,110 | -100.0% | Q1 2026 | May 04, 2026 |
| Legacy PCG, LLC | History | Closed out | 0 | 0 | — | 1.03% | — | -18,731 | -100.0% | Q1 2026 | May 15, 2026 |
| Value Investment Professionals, LLC | History | Closed out | 0 | 0 | — | 1.69% | — | -18,196 | -100.0% | Q1 2026 | Apr 27, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -17,930 | -100.0% | Q1 2026 | May 12, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -17,157 | -100.0% | Q1 2026 | May 12, 2026 |
| FINANCIAL COUNSELORS INC | History | Closed out | 0 | 0 | — | 1.89% | — | -15,369 | -100.0% | Q1 2026 | May 01, 2026 |
| LCW Services, LLC | History | Closed out | 0 | 0 | — | 0.62% | — | -13,071 | -100.0% | Q1 2026 | Apr 27, 2026 |
| SAPIENT CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,919 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,931 | -100.0% | Q1 2026 | May 01, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -11,450 | -100.0% | Q1 2026 | Apr 24, 2026 |
| F/m Investments LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -11,239 | -100.0% | Q1 2026 | May 11, 2026 |
| National Philanthropic Trust | History | Closed out | 0 | 0 | — | 0.01% | — | -9,259 | -100.0% | Q1 2026 | May 15, 2026 |
| Hazelview Securities Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -9,180 | -100.0% | Q1 2026 | May 14, 2026 |
| SFG Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.3% | — | -8,528 | -100.0% | Q1 2026 | Apr 22, 2026 |
| WASHINGTON TRUST BANK | History | Closed out | 0 | 0 | — | 0.05% | — | -8,406 | -100.0% | Q1 2026 | May 07, 2026 |
| ATX Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -8,310 | -100.0% | Q1 2026 | Apr 30, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.06% | — | -7,151 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Cambridge Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -6,622 | -100.0% | Q1 2026 | Apr 08, 2026 |
| LS Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -6,550 | -100.0% | Q1 2026 | Apr 20, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -6,498 | -100.0% | Q1 2026 | Apr 22, 2026 |
| DigitalBridge Group, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -6,300 | -100.0% | Q1 2026 | May 14, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.08% | — | -5,750 | -100.0% | Q1 2026 | May 15, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -5,730 | -100.0% | Q1 2026 | Apr 20, 2026 |
| GUIDANCE CAPITAL, INC | History | Closed out | 0 | 0 | — | 0.12% | — | -5,656 | -100.0% | Q1 2026 | May 08, 2026 |
| Brown Financial Advisory | History | Closed out | 0 | 0 | — | 0.23% | — | -5,087 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,063 | -100.0% | Q1 2026 | May 15, 2026 |
| GFS Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,827 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Strategic Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.22% | — | -4,315 | -100.0% | Q1 2026 | May 14, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Closed out | 0 | 0 | — | 0.04% | — | -4,271 | -100.0% | Q1 2026 | Apr 07, 2026 |
| FSC Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.61% | — | -4,259 | -100.0% | Q1 2026 | Apr 20, 2026 |
| First County Bank /CT/ | History | Closed out | 0 | 0 | — | 0.19% | — | -4,094 | -100.0% | Q1 2026 | Apr 03, 2026 |
| Brand Asset Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -4,010 | -100.0% | Q1 2026 | May 11, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,941 | -100.0% | Q1 2026 | May 07, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,815 | -100.0% | Q1 2026 | May 04, 2026 |
| Old North State Trust, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -3,510 | -100.0% | Q1 2026 | May 13, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Closed out | 0 | 0 | — | 0.5% | — | -3,328 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Strathmore Capital Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -3,284 | -100.0% | Q1 2026 | Apr 27, 2026 |
| WorthPointe, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,249 | -100.0% | Q1 2026 | May 12, 2026 |
| Quadrant Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,111 | -100.0% | Q1 2026 | May 06, 2026 |
| Sendero Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,095 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Keebeck Wealth Management | History | Closed out | 0 | 0 | — | 0.03% | — | -3,088 | -100.0% | Q1 2026 | May 14, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,781 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Onyx Bridge Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,629 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,607 | -100.0% | Q1 2026 | Apr 28, 2026 |
| ABLE Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,506 | -100.0% | Q1 2026 | Apr 20, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,498 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Wood Tarver Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,472 | -100.0% | Q1 2026 | May 12, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,471 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Core Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -2,469 | -100.0% | Q1 2026 | May 15, 2026 |
| Hegarty Advisors, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -2,445 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Columbia Bank | History | Closed out | 0 | 0 | — | 0.06% | — | -2,429 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,395 | -100.0% | Q1 2026 | May 14, 2026 |
| AVISO WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.09% | — | -2,383 | -100.0% | Q1 2026 | May 08, 2026 |
| ASL Financial, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -2,382 | -100.0% | Q1 2026 | Apr 09, 2026 |
| River Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,378 | -100.0% | Q1 2026 | May 13, 2026 |
| Sageworth Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -2,366 | -100.0% | Q1 2026 | Apr 29, 2026 |
| TrustWell Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -2,353 | -100.0% | Q1 2026 | May 07, 2026 |
| WealthCare Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,348 | -100.0% | Q1 2026 | Apr 08, 2026 |
| WESPAC Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -2,339 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Welch Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,315 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Navis Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,300 | -100.0% | Q1 2026 | May 15, 2026 |
| Latitude Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,295 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Insight Advisors, LLC/ PA | History | Closed out | 0 | 0 | — | 0.03% | — | -2,273 | -100.0% | Q1 2026 | May 11, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,825 | -100.0% | Q1 2026 | May 06, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,458 | -100.0% | Q1 2026 | May 15, 2026 |
| eCIO, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -1,320 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Heritage Wealth Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -1,246 | -100.0% | Q1 2026 | May 13, 2026 |
| Granite FO LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,159 | -100.0% | Q1 2026 | May 12, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.02% | — | -546 | -100.0% | Q1 2026 | May 15, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -431 | -100.0% | Q1 2026 | May 08, 2026 |
| PITTENGER & ANDERSON INC | History | Closed out | 0 | 0 | — | 0.0% | — | -410 | -100.0% | Q1 2026 | May 01, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -386 | -100.0% | Q1 2026 | May 12, 2026 |
| NorthAvenue LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -364 | -100.0% | Q1 2026 | Apr 15, 2026 |
| CKW FINANCIAL GROUP | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 06, 2026 |
| IMG Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -295 | -100.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -248 | -100.0% | Q1 2026 | May 15, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 15, 2026 |
| Carolina Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -162 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Raleigh Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -137 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Mountain Hill Investment Partners Corp. | History | Reduced | 11 | 0 | — | 0.01% | — | -100 | -90.09% | Q1 2026 | May 01, 2026 |
| Beacon Financial Strategies CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q1 2026 | May 01, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -63 | -100.0% | Q1 2026 | Apr 16, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Sunrise Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q1 2026 | May 01, 2026 |
| HighMark Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q1 2026 | May 05, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q1 2026 | May 15, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | May 15, 2026 |
| ARVEST INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Parvin Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q1 2026 | May 15, 2026 |
| Cresta Advisors, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Operose Advisors LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 12, 2026 |
| Destiny Wealth Partners, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 11, 2026 |
| Leo H. Evart, Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 13, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 15, 2026 |
| Viewpoint Capital Management LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 17, 2026 |
| PMV Capital Advisers, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 16, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 16, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 5 | 0 | — | — | — | +1 | 25.0% | Q1 2026 | May 08, 2026 |
| Truvestments Capital LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 13, 2026 |
| Scarborough Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 07, 2026 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 23, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Addison Advisors LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Gould Capital, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Stephens Consulting, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| MGB Wealth Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |