VANGUARD INDEX FUNDS - VO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Showing first 2,000 of
2,499 rows for faster page load.
Safety cap is enabled for server stability (2,000 max rows).
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | Added to | 27,774,884 | 7,976,391 | 1.5% | 1.43% | 1 | +806,211 | 2.99% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 26,272,163 | 7,431,297 | 3.57% | 3.8% | 2 | +4,782,958 | 22.26% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 18,131,075 | 5,206,882 | 0.38% | 0.38% | 3 | +1,040 | 0.01% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 13,399,066 | 3,847,943 | 0.58% | 0.26% | 4 | +7,830,657 | 140.63% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 8,634,521 | 2,479,662 | 0.15% | 0.15% | 5 | +139,898 | 1.65% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 8,310,889 | 2,386,720 | 1.62% | 1.75% | 6 | -104,469 | -1.24% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 7,515,492 | 2,158,298 | 0.67% | 0.65% | 7 | +371,709 | 5.2% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 6,309,032 | 1,811,827 | 1.12% | 1.13% | 8 | +127,870 | 2.07% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,894,423 | 1,692,760 | 0.45% | 0.23% | 9 | +3,279,928 | 125.45% | Q1 2026 | May 04, 2026 |
| US BANCORP \DE\ | History | Added to | 5,414,562 | 1,555,053 | 1.89% | 1.72% | 10 | +370,518 | 7.35% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 3,577,437 | 1,027,368 | 0.27% | 0.26% | 11 | +295,193 | 8.99% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,217,572 | 924,545 | 0.21% | 0.22% | 12 | -190,932 | -5.6% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 9,946,833 | 714,132 | 5.37% | 5.18% | 13 | +7,589,428 | 321.94% | Q1 2026 | May 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 2,459,597 | 703,724 | 0.95% | — | 14 | +2,459,597 | New | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,358,867 | 677,419 | 0.39% | 0.37% | 15 | +54,228 | 2.35% | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,185,156 | 634,175 | 1.07% | 1.07% | 16 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Added to | 2,133,931 | 612,816 | 0.72% | 0.69% | 17 | +127,325 | 6.35% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,120,982 | 595,847 | 0.04% | 0.04% | 18 | -16,700 | -0.78% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,682,612 | 483,213 | 0.08% | 0.08% | 19 | +48,862 | 2.99% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,664,360 | 477,970 | 0.1% | 0.03% | 20 | +1,164,240 | 232.79% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 1,532,524 | 440,110 | 1.78% | 1.81% | 21 | +11,688 | 0.77% | Q1 2026 | May 14, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 1,396,617 | 401,080 | 11.04% | 11.02% | 22 | +45,832 | 3.39% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Added to | 1,384,756 | 397,674 | 0.42% | 0.41% | 23 | +105,621 | 8.26% | Q1 2026 | May 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,374,859 | 394,832 | 1.52% | — | 24 | +1,374,859 | New | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 1,332,009 | 383,545 | 0.54% | 0.47% | 25 | +214,896 | 19.24% | Q1 2026 | May 15, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 1,185,900 | 340,566 | 7.86% | 7.92% | 26 | +9,467 | 0.8% | Q1 2026 | Apr 29, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,132,281 | 325,168 | 0.06% | 0.05% | 27 | +119,257 | 11.77% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,086,203 | 311,961 | 0.33% | 0.34% | 28 | +24,562 | 2.31% | Q1 2026 | May 05, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 1,055,840 | 303,216 | 1.97% | 1.76% | 29 | +110,359 | 11.67% | Q1 2026 | May 05, 2026 |
| Midwest Trust Co | History | Added to | 1,027,699 | 295,134 | 3.68% | 3.64% | 30 | +21,894 | 2.18% | Q1 2026 | May 01, 2026 |
| Border to Coast Pensions Partnership Ltd | History | Reduced | 1,018,187 | 293,299 | 4.95% | 5.79% | 31 | -124,895 | -10.93% | Q1 2026 | Apr 22, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 4,033,067 | 289,534 | 0.4% | 1.38% | 32 | +672,264 | 20.0% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,005,627 | 288,795 | 0.4% | 0.4% | 33 | -37,922 | -3.63% | Q1 2026 | Apr 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 901,190 | 258,803 | 0.03% | 0.03% | 34 | +77,842 | 9.45% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 879,890 | 252,686 | 0.09% | 0.09% | 35 | -61,924 | -6.57% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 798,721 | 229,377 | 0.41% | 0.39% | 36 | +61,244 | 8.3% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 742,197 | 213,144 | 1.13% | 1.13% | 37 | +188,019 | 33.93% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 732,859 | 210,626 | 0.31% | 0.31% | 38 | -7,533 | -1.02% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 725,600 | 208,391 | 0.19% | 0.19% | 39 | +14,097 | 1.98% | Q1 2026 | May 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 709,749 | 203,825 | 1.86% | 2.57% | 40 | +8,128 | 1.16% | Q1 2026 | May 06, 2026 |
| Baird Financial Group, Inc. | History | Added to | 626,685 | 179,971 | 0.28% | 0.25% | 41 | +73,880 | 13.36% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 619,350 | 177,864 | 0.33% | 0.39% | 42 | +196,245 | 46.38% | Q1 2026 | May 01, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 618,508 | 177,623 | 1.39% | 1.39% | 43 | +16,421 | 2.73% | Q1 2026 | May 01, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 615,408 | 176,732 | 5.18% | 4.78% | 44 | +62,950 | 11.39% | Q1 2026 | Apr 14, 2026 |
| Pathstone Holdings, LLC | History | Added to | 597,960 | 171,724 | 0.68% | 0.66% | 45 | +3,853 | 0.65% | Q1 2026 | May 11, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 561,597 | 161,279 | 1.09% | 1.15% | 46 | -5,618 | -0.99% | Q1 2026 | May 07, 2026 |
| FMR LLC | History | Added to | 557,550 | 160,117 | 0.01% | 0.01% | 47 | +34,126 | 6.52% | Q1 2026 | May 15, 2026 |
| 1832 Asset Management L.P. | History | Added to | 549,716 | 157,867 | 0.15% | 0.12% | 48 | +8,397 | 1.55% | Q1 2026 | May 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 514,389 | 147,722 | 4.02% | 3.89% | 49 | -6,855 | -1.32% | Q1 2026 | Apr 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 494,879 | 140,168 | 0.2% | 0.2% | 50 | -23,879 | -4.6% | Q1 2026 | May 15, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 475,299 | 136,496 | 4.53% | 4.46% | 51 | +9,768 | 2.1% | Q1 2026 | Apr 22, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 472,704 | 135,751 | 2.12% | 2.18% | 52 | +40,073 | 9.26% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 463,622 | 133,142 | 0.18% | 0.19% | 53 | -16,511 | -3.44% | Q1 2026 | Apr 27, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 441,989 | 126,930 | 1.44% | 1.41% | 54 | +820 | 0.19% | Q1 2026 | May 05, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Added to | 433,617 | 124,526 | 7.68% | 7.41% | 55 | +11,685 | 2.77% | Q1 2026 | May 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 1,616,123 | 123,794 | 2.76% | 2.84% | 56 | +1,229,641 | 318.16% | Q1 2026 | May 04, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 421,239 | 120,971 | 2.6% | 2.62% | 57 | +41,624 | 10.96% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 421,239 | 120,971 | 2.25% | 2.26% | 58 | +41,624 | 10.96% | Q1 2026 | May 06, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 387,226 | 111,203 | 10.61% | 10.73% | 59 | +4,366 | 1.14% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 384,681 | 110,473 | 0.27% | 0.27% | 60 | -22,793 | -5.59% | Q1 2026 | Apr 22, 2026 |
| Equitable Holdings, Inc. | History | Added to | 375,949 | 109,062 | 0.7% | 0.67% | 61 | +37,528 | 11.09% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 365,964 | 105,097 | 0.4% | 0.4% | 62 | +32,557 | 9.76% | Q1 2026 | Apr 30, 2026 |
| Merit Financial Group, LLC | History | Added to | 358,773 | 103,032 | 0.77% | 0.73% | 63 | +45,536 | 14.54% | Q1 2026 | Apr 15, 2026 |
| National Philanthropic Trust | History | Added to | 356,234 | 102,303 | 1.09% | 0.98% | 64 | +13,826 | 4.04% | Q1 2026 | May 15, 2026 |
| COUNTRY TRUST BANK | History | Added to | 356,121 | 102,270 | 1.94% | 1.83% | 65 | +8,011 | 2.3% | Q1 2026 | Apr 10, 2026 |
| Waverly Advisors, LLC | History | Added to | 355,422 | 102,070 | 0.76% | 0.81% | 66 | +12,100 | 3.52% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 335,502 | 96,349 | 0.27% | 0.27% | 67 | -48,541 | -12.64% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 333,471 | 95,765 | 0.17% | 0.18% | 68 | +2,209 | 0.67% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 331,136 | 95,095 | 0.14% | 0.2% | 69 | -120,772 | -26.72% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 329,555 | 94,641 | 0.41% | 0.65% | 70 | -199,595 | -37.72% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 327,441 | 94,035 | 0.24% | 0.22% | 71 | +40,068 | 13.94% | Q1 2026 | Apr 30, 2026 |
| CENTRAL TRUST Co | History | Added to | 314,554 | 90,333 | 1.78% | 1.69% | 72 | +17,514 | 5.9% | Q1 2026 | Apr 17, 2026 |
| Pine Ridge Advisers LLC | History | No change | 306,122 | 87,912 | 5.41% | 5.3% | 73 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 299,951 | 86,139 | 8.3% | 7.76% | 74 | +12,393 | 4.31% | Q1 2026 | May 04, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 299,831 | 86,105 | 5.53% | 5.85% | 75 | -19,607 | -6.14% | Q1 2026 | May 14, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 297,343 | 85,391 | 3.12% | 6.86% | 76 | -332,670 | -52.8% | Q1 2026 | May 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 293,738 | 84,360 | 0.05% | 0.03% | 77 | +91,406 | 45.18% | Q1 2026 | May 04, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 1,021,155 | 78,679 | 3.02% | 3.1% | 78 | +763,453 | 296.25% | Q1 2026 | Apr 24, 2026 |
| &PARTNERS | History | Added to | 270,338 | 77,581 | 0.38% | 0.39% | 79 | +16,630 | 6.55% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 269,885 | 77,505 | 0.16% | 0.2% | 80 | -63,249 | -18.99% | Q1 2026 | May 06, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 261,130 | 74,991 | 2.98% | 3.12% | 81 | -18,526 | -6.62% | Q1 2026 | May 01, 2026 |
| Betterment LLC | History | Added to | 258,040 | 74,104 | 0.14% | 0.14% | 82 | +472 | 0.18% | Q1 2026 | May 14, 2026 |
| Smithfield Trust Co | History | Added to | 254,864 | 73,126 | 3.18% | 3.24% | 83 | +2,659 | 1.05% | Q1 2026 | May 08, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 253,783 | 72,881 | 11.52% | 11.13% | 84 | +8,998 | 3.68% | Q1 2026 | Apr 29, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 253,498 | 72,799 | 1.93% | 1.74% | 85 | +18,795 | 8.01% | Q1 2026 | May 01, 2026 |
| Performa Ltd (US), LLC | History | Added to | 249,449 | 71,636 | 16.21% | 15.76% | 86 | +35,391 | 16.53% | Q1 2026 | May 06, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 246,030 | 70,654 | 7.79% | 7.94% | 87 | +3,468 | 1.43% | Q1 2026 | May 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 245,379 | 70,468 | 0.9% | 0.89% | 88 | +1,190 | 0.49% | Q1 2026 | May 15, 2026 |
| PDS Planning, Inc | History | Added to | 233,271 | 66,990 | 4.42% | 4.42% | 89 | +5,488 | 2.41% | Q1 2026 | Apr 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 227,222 | 65,248 | 0.12% | 0.12% | 90 | -1,519 | -0.66% | Q1 2026 | May 01, 2026 |
| DAVENPORT & Co LLC | History | Added to | 224,445 | 64,456 | 0.35% | 0.3% | 91 | +30,801 | 15.91% | Q1 2026 | Apr 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 215,385 | 61,852 | 0.05% | 0.06% | 92 | -21,645 | -9.13% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 209,756 | 60,237 | 0.28% | 0.3% | 93 | -11,529 | -5.21% | Q1 2026 | Apr 24, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 207,492 | 59,587 | 0.83% | 0.78% | 94 | +7,059 | 3.52% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 199,790 | 57,982 | 0.23% | 0.23% | 95 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AMG National Trust Bank | History | Added to | 199,553 | 57,307 | 1.24% | 1.17% | 96 | +27,580 | 16.04% | Q1 2026 | May 04, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 193,401 | 55,541 | 2.28% | 2.32% | 97 | +1,409 | 0.73% | Q1 2026 | May 12, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 192,964 | 55,415 | 2.32% | 2.68% | 98 | -19,230 | -9.06% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 191,884 | 55,104 | 0.28% | 0.28% | 99 | +16,805 | 9.6% | Q1 2026 | May 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 191,846 | 55,094 | 0.3% | 0.3% | 100 | +3,494 | 1.86% | Q1 2026 | May 05, 2026 |
| Focus Partners Wealth | History | Added to | 199,341 | 53,483 | 0.06% | 0.06% | 101 | +6,851 | 3.56% | Q1 2026 | May 14, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 185,999 | 53,415 | 1.78% | 2.12% | 102 | -36,981 | -16.58% | Q1 2026 | May 14, 2026 |
| New Hampshire Trust | History | Added to | 178,603 | 51,291 | 10.34% | 9.95% | 103 | +2,338 | 1.33% | Q1 2026 | Apr 20, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 176,926 | 50,809 | 0.43% | 0.41% | 104 | +14,830 | 9.15% | Q1 2026 | May 07, 2026 |
| CX Institutional | History | Reduced | 176,404 | 50,660 | 1.55% | 2.19% | 105 | -76,641 | -30.29% | Q1 2026 | Apr 06, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 164,192 | 50,643 | 15.22% | 15.22% | 106 | +7,665 | 4.9% | Q1 2026 | May 12, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 174,767 | 50,189 | 10.68% | 10.74% | 107 | +2,508 | 1.46% | Q1 2026 | May 04, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | Reduced | 173,409 | 49,799 | 10.35% | 10.56% | 108 | -2,541 | -1.44% | Q1 2026 | May 11, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 167,789 | 48,185 | 5.03% | 4.98% | 109 | +2,751 | 1.67% | Q1 2026 | May 04, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 161,267 | 46,312 | 4.77% | 4.88% | 110 | -288 | -0.18% | Q1 2026 | May 07, 2026 |
| Lido Advisors, LLC | History | Added to | 159,510 | 45,808 | 0.14% | 0.12% | 111 | +18,701 | 13.28% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 158,461 | 45,506 | 0.0% | 0.0% | 112 | +54,186 | 51.96% | Q1 2026 | May 13, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 158,306 | 45,462 | 1.88% | 1.95% | 113 | -2,504 | -1.56% | Q1 2026 | Apr 28, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 151,801 | 45,304 | 6.32% | 6.32% | 114 | +693 | 0.46% | Q1 2026 | Apr 13, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 156,490 | 44,941 | 3.77% | 3.68% | 115 | -623 | -0.4% | Q1 2026 | Apr 21, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 156,396 | 44,913 | 0.12% | 0.11% | 116 | +17,564 | 12.65% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 152,325 | 44,020 | 0.42% | 0.3% | 117 | +54,588 | 55.85% | Q1 2026 | Apr 07, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 152,502 | 43,795 | 0.52% | 0.5% | 118 | -355 | -0.23% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 149,324 | 43,297 | 0.09% | 0.09% | 119 | -78,768 | -34.53% | Q1 2026 | Apr 08, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 149,604 | 42,963 | 0.49% | 0.9% | 120 | -102,640 | -40.69% | Q1 2026 | Apr 23, 2026 |
| WESBANCO BANK INC | History | Added to | 149,322 | 42,882 | 1.19% | 1.13% | 121 | +7,547 | 5.32% | Q1 2026 | Apr 21, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 148,780 | 42,726 | 3.73% | 3.75% | 122 | +8,585 | 6.12% | Q1 2026 | Apr 07, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 143,176 | 42,700 | 2.41% | 2.38% | 123 | +3,865 | 2.77% | Q1 2026 | Apr 17, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 147,086 | 42,649 | 5.28% | 5.37% | 124 | +4,282 | 3.0% | Q1 2026 | Apr 07, 2026 |
| Larson Financial Group LLC | History | Reduced | 148,480 | 42,640 | 1.36% | 1.8% | 125 | -37,888 | -20.33% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 148,085 | 42,527 | 0.53% | 0.5% | 126 | +9,117 | 6.56% | Q1 2026 | Apr 28, 2026 |
| Apella Capital, LLC | History | Added to | 137,563 | 42,242 | 0.63% | 0.78% | 127 | +2,308 | 1.71% | Q1 2026 | Apr 20, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 144,092 | 41,586 | 1.53% | 0.54% | 128 | +132,400 | 1132.4% | Q1 2026 | May 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 143,631 | 41,247 | 2.49% | 2.59% | 129 | -2,228 | -1.53% | Q1 2026 | May 12, 2026 |
| Perkins Coie Trust Co | History | Added to | 143,333 | 41,160 | 7.91% | 7.68% | 130 | +1,220 | 0.86% | Q1 2026 | Apr 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 141,538 | 41,077 | 0.19% | 0.19% | 131 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wealthquest Corp | History | No change | 140,437 | 40,757 | 3.08% | 3.08% | 132 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ballast, Inc. | History | Added to | 140,974 | 40,484 | 9.36% | 9.38% | 133 | +2,949 | 2.14% | Q1 2026 | May 15, 2026 |
| Fidato Wealth LLC | History | Added to | 140,240 | 40,274 | 26.15% | 25.67% | 134 | +1,785 | 1.29% | Q1 2026 | May 07, 2026 |
| DT Investment Partners, LLC | History | Added to | 138,159 | 39,676 | 3.3% | 3.16% | 135 | +6,543 | 4.97% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 137,341 | 39,441 | 0.11% | 0.1% | 136 | +8,557 | 6.64% | Q1 2026 | May 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 136,303 | 39,143 | 0.93% | 0.93% | 137 | +5,368 | 4.1% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Added to | 134,105 | 38,512 | 0.22% | 0.21% | 138 | +6,569 | 5.15% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 133,777 | 38,418 | 0.01% | 0.0% | 139 | -583 | -0.43% | Q1 2026 | May 14, 2026 |
| Fulcrum Capital LLC | History | Reduced | 132,375 | 38,015 | 8.25% | 7.91% | 140 | -3,358 | -2.47% | Q1 2026 | Apr 30, 2026 |
| IFC Advisors LLC | History | Reduced | 131,097 | 37,648 | 5.39% | 5.58% | 141 | -575 | -0.44% | Q1 2026 | May 04, 2026 |
| SP Asset Management LLC | History | Added to | 130,890 | 37,588 | 3.32% | 2.93% | 142 | +3,105 | 2.43% | Q1 2026 | May 06, 2026 |
| Enclave Advisors LLC | History | Added to | 130,532 | 37,486 | 5.14% | 4.9% | 143 | +11,405 | 9.57% | Q1 2026 | Apr 13, 2026 |
| Marquette Asset Management, LLC | History | Added to | 129,447 | 37,174 | 5.56% | 5.5% | 144 | +1,006 | 0.78% | Q1 2026 | Apr 23, 2026 |
| Arax Advisory Partners | History | Reduced | 128,742 | 36,971 | 1.04% | 1.51% | 145 | -50,452 | -28.15% | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | Added to | 127,839 | 36,712 | 0.47% | 0.48% | 146 | +14,415 | 12.71% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 126,900 | 36,443 | 0.4% | 0.37% | 147 | +31,631 | 33.2% | Q1 2026 | May 15, 2026 |
| TL Private Wealth | History | Reduced | 121,677 | 36,101 | 14.25% | 14.37% | 148 | -3,357 | -2.68% | Q1 2026 | Apr 13, 2026 |
| GenTrust, LLC | History | Added to | 125,083 | 35,921 | 1.54% | 1.52% | 149 | +3,642 | 3.0% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 124,320 | 35,710 | 0.27% | 0.29% | 150 | -7,609 | -5.77% | Q1 2026 | May 14, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 123,931 | 35,590 | 2.42% | 2.29% | 151 | +7,243 | 6.21% | Q1 2026 | May 15, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 118,112 | 35,225 | 2.58% | 2.53% | 152 | +1,747 | 1.5% | Q1 2026 | Apr 13, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 122,630 | 35,217 | 6.36% | 6.57% | 153 | +3,260 | 2.73% | Q1 2026 | Apr 13, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 121,876 | 35,000 | 0.16% | 0.15% | 154 | -638 | -0.52% | Q1 2026 | May 07, 2026 |
| American Trust | History | Added to | 119,379 | 34,283 | 3.03% | 2.91% | 155 | +299 | 0.25% | Q1 2026 | May 01, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 116,327 | 33,406 | 4.93% | 4.69% | 156 | +7,257 | 6.65% | Q1 2026 | Apr 24, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 116,309 | 33,401 | 2.0% | 1.92% | 157 | +7,772 | 7.16% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 115,308 | 33,114 | 0.18% | 0.07% | 158 | +77,140 | 202.11% | Q1 2026 | May 15, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 114,341 | 32,836 | 1.46% | 1.46% | 159 | +2,384 | 2.13% | Q1 2026 | May 05, 2026 |
| HB Wealth Management, LLC | History | Reduced | 113,646 | 32,636 | 0.21% | 0.22% | 160 | -2,066 | -1.79% | Q1 2026 | Apr 27, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 107,901 | 32,280 | 2.17% | 2.17% | 161 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Consolidated Portfolio Review Corp | History | No change | 112,404 | 32,280 | 2.95% | 2.82% | 162 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Blankinship & Foster, LLC | History | Added to | 112,124 | 32,199 | 7.12% | 6.92% | 163 | +1,716 | 1.55% | Q1 2026 | Apr 17, 2026 |
| BROWN ADVISORY INC | History | Reduced | 109,551 | 31,460 | 0.05% | 0.05% | 164 | -1,657 | -1.49% | Q1 2026 | May 15, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 108,331 | 31,439 | 2.3% | 2.3% | 165 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO | History | Added to | 107,478 | 31,316 | 0.35% | 0.35% | 166 | +689 | 0.65% | Q1 2026 | Apr 28, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 108,081 | 31,038 | 6.31% | 6.17% | 167 | +316 | 0.29% | Q1 2026 | Apr 15, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 107,724 | 30,936 | 0.19% | 0.19% | 168 | -52 | -0.05% | Q1 2026 | May 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 106,434 | 30,565 | 0.76% | 0.43% | 169 | +46,498 | 77.58% | Q1 2026 | Apr 29, 2026 |
| TRB Wealth Management, LLC | History | New | 106,033 | 30,450 | 4.33% | — | 170 | +106,033 | New | Q1 2026 | May 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 105,782 | 30,378 | 0.63% | 0.6% | 171 | +8,691 | 8.95% | Q1 2026 | Apr 27, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 105,414 | 30,272 | 0.01% | 0.0% | 172 | +54,965 | 108.95% | Q1 2026 | May 13, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | Added to | 101,588 | 29,174 | 10.82% | 10.61% | 173 | +2,954 | 2.99% | Q1 2026 | Apr 14, 2026 |
| ProVise Management Group, LLC | History | Added to | 100,838 | 28,958 | 2.08% | 2.05% | 174 | +1,376 | 1.38% | Q1 2026 | May 06, 2026 |
| BOKF, NA | History | Added to | 100,708 | 28,921 | 0.44% | 0.39% | 175 | +12,581 | 14.28% | Q1 2026 | May 08, 2026 |
| Advantage Trust Co | History | Reduced | 98,810 | 28,376 | 12.72% | 13.53% | 176 | -4,705 | -4.55% | Q1 2026 | May 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 98,664 | 28,334 | 0.23% | 0.26% | 177 | +22,395 | 29.36% | Q1 2026 | May 15, 2026 |
| Procyon Advisors, LLC | History | Reduced | 98,652 | 28,330 | 1.39% | 1.44% | 178 | -1,594 | -1.59% | Q1 2026 | May 04, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 97,156 | 27,901 | 1.72% | 1.72% | 179 | +2,621 | 2.77% | Q1 2026 | May 05, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 96,343 | 27,667 | 0.27% | 0.26% | 180 | +4,455 | 4.85% | Q1 2026 | May 08, 2026 |
| BCK Partners, Inc. | History | Added to | 96,187 | 27,622 | 14.91% | 14.91% | 181 | +1,130 | 1.19% | Q1 2026 | Apr 27, 2026 |
| Round Rock Advisors LLC | History | Added to | 95,957 | 27,557 | 4.22% | 4.14% | 182 | +1,210 | 1.28% | Q1 2026 | May 15, 2026 |
| Integrated Capital Management, LLC | History | Added to | 94,222 | 27,058 | 11.41% | 8.43% | 183 | +26,665 | 39.47% | Q1 2026 | Apr 17, 2026 |
| Zhang Financial LLC | History | Added to | 93,967 | 26,985 | 0.93% | 1.0% | 184 | +1,613 | 1.75% | Q1 2026 | May 06, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 92,791 | 26,647 | 1.05% | 1.06% | 185 | -848 | -0.91% | Q1 2026 | Apr 13, 2026 |
| Wolff Financial Management LLC | History | Added to | 91,482 | 26,271 | 5.81% | 5.81% | 186 | +2,542 | 2.86% | Q1 2026 | Apr 15, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 90,740 | 26,058 | 0.37% | 0.42% | 187 | +42 | 0.05% | Q1 2026 | Apr 10, 2026 |
| Pacific Center for Financial Services | History | Reduced | 90,146 | 25,888 | 6.57% | 6.9% | 188 | -1,941 | -2.11% | Q1 2026 | May 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 89,910 | 25,820 | 0.6% | 1.18% | 189 | +5,611 | 6.66% | Q1 2026 | Apr 27, 2026 |
| Stephens Consulting, LLC | History | No change | 88,518 | 25,689 | 8.3% | 8.3% | 190 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 89,427 | 25,681 | 1.86% | 1.89% | 191 | -11,699 | -11.57% | Q1 2026 | Apr 16, 2026 |
| Glenview Trust Co | History | Added to | 88,539 | 25,426 | 0.4% | 0.4% | 192 | +161 | 0.18% | Q1 2026 | May 08, 2026 |
| Facet Wealth, Inc. | History | Added to | 88,471 | 25,406 | 0.44% | 0.43% | 193 | +6,847 | 8.39% | Q1 2026 | May 07, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 88,193 | 25,327 | 2.4% | 2.28% | 194 | +5,872 | 7.13% | Q1 2026 | May 04, 2026 |
| Trust Co of the South | History | Reduced | 87,750 | 25,200 | 4.05% | 4.32% | 195 | -4,727 | -5.11% | Q1 2026 | Apr 06, 2026 |
| Callan Family Office, LLC | History | Reduced | 87,720 | 25,191 | 0.57% | 0.55% | 196 | -969 | -1.09% | Q1 2026 | May 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 87,154 | 25,028 | 1.52% | 1.04% | 197 | -1,406,675 | -94.17% | Q1 2026 | May 12, 2026 |
| Cadence Bank | History | No change | 84,854 | 24,626 | 1.44% | 1.44% | 198 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CWM, LLC | History | Added to | 85,391 | 24,522 | 0.06% | 0.07% | 199 | +574 | 0.68% | Q1 2026 | May 14, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 84,571 | 24,287 | 1.28% | 1.28% | 200 | +1,203 | 1.44% | Q1 2026 | Apr 17, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 84,386 | 24,234 | 0.39% | 0.45% | 201 | +9,175 | 12.2% | Q1 2026 | Apr 21, 2026 |
| SHP Wealth Management | History | Added to | 83,709 | 24,042 | 1.81% | 1.79% | 202 | +4,360 | 5.49% | Q1 2026 | May 08, 2026 |
| American Financial Advisors, LLC | History | Reduced | 82,968 | 23,826 | 3.18% | 3.13% | 203 | -462 | -0.55% | Q1 2026 | May 13, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 82,268 | 23,625 | 4.56% | 4.45% | 204 | +7,365 | 9.83% | Q1 2026 | Apr 21, 2026 |
| COMMERCE BANK | History | Added to | 80,403 | 23,090 | 0.11% | 0.08% | 205 | +31,088 | 63.04% | Q1 2026 | May 11, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 80,384 | 23,084 | 1.93% | 1.88% | 206 | +260 | 0.32% | Q1 2026 | May 11, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 80,144 | 23,015 | 2.74% | 2.64% | 207 | +1,391 | 1.77% | Q1 2026 | Apr 21, 2026 |
| GeoWealth Management, LLC | History | Added to | 80,082 | 22,997 | 0.83% | 0.84% | 208 | +1,102 | 1.4% | Q1 2026 | May 13, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 79,241 | 22,756 | 13.01% | 11.29% | 209 | -3,416 | -4.13% | Q1 2026 | Apr 14, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 78,552 | 22,558 | 2.98% | 2.48% | 210 | +16,959 | 27.53% | Q1 2026 | May 11, 2026 |
| Mason & Associates, LLC | History | Added to | 78,207 | 22,459 | 5.14% | 5.06% | 211 | +1,454 | 1.89% | Q1 2026 | Apr 21, 2026 |
| Gratus Wealth Advisors, LLC | History | Added to | 77,424 | 22,234 | 3.22% | 1.6% | 212 | +37,554 | 94.19% | Q1 2026 | May 04, 2026 |
| ARROW FINANCIAL CORP | History | Reduced | 77,065 | 22,131 | 2.23% | 2.76% | 213 | -18,441 | -19.31% | Q1 2026 | May 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 76,855 | 22,071 | 0.27% | 0.29% | 214 | -1,116 | -1.43% | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 76,558 | 21,986 | 0.04% | 0.04% | 215 | +12,040 | 18.66% | Q1 2026 | May 15, 2026 |
| FIDELIS iM, LLC | History | Added to | 75,561 | 21,699 | 8.21% | 8.23% | 216 | +2,550 | 3.49% | Q1 2026 | Apr 29, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Added to | 75,379 | 21,647 | 0.9% | 0.82% | 217 | +2,787 | 3.84% | Q1 2026 | Apr 21, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 74,895 | 21,508 | 4.14% | 4.21% | 218 | +2,925 | 4.06% | Q1 2026 | May 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 73,752 | 21,489 | 0.44% | 0.46% | 219 | +225 | 0.31% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 242,448 | 21,224 | 0.98% | 0.33% | 220 | -72,440 | -23.01% | Q1 2026 | May 15, 2026 |
| Simmons Bank | History | Reduced | 73,772 | 21,185 | 1.42% | 1.43% | 221 | -129 | -0.17% | Q1 2026 | Apr 23, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 73,732 | 21,174 | 0.98% | 0.94% | 222 | +2,895 | 4.09% | Q1 2026 | Apr 29, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 73,709 | 21,167 | 0.29% | 0.25% | 223 | +6,224 | 9.22% | Q1 2026 | May 04, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Added to | 72,986 | 20,960 | 4.56% | 4.65% | 224 | +3,149 | 4.51% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 72,761 | 20,895 | 0.26% | 0.25% | 225 | +4,287 | 6.26% | Q1 2026 | Apr 20, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 70,754 | 20,319 | 2.51% | 2.54% | 226 | +1,858 | 2.7% | Q1 2026 | May 08, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 70,554 | 20,261 | 0.63% | 0.65% | 227 | -453 | -0.64% | Q1 2026 | Apr 27, 2026 |
| Horizon Investments, LLC | History | Added to | 281,856 | 20,237 | 0.23% | 0.5% | 228 | +146,665 | 108.49% | Q1 2026 | May 14, 2026 |
| Twele Capital Management, Inc. | History | Added to | 70,303 | 20,189 | 3.6% | 3.62% | 229 | +566 | 0.81% | Q1 2026 | Apr 07, 2026 |
| Jefferies Financial Group Inc. | History | New | 70,000 | 20,102 | 0.14% | — | 230 | +70,000 | New | Q1 2026 | May 07, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 69,879 | 20,067 | 0.59% | 0.57% | 231 | -192 | -0.27% | Q1 2026 | Apr 29, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 69,834 | 20,054 | 0.24% | 0.27% | 232 | +5,302 | 8.22% | Q1 2026 | Apr 23, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 69,315 | 19,905 | 3.72% | 3.83% | 233 | -626 | -0.9% | Q1 2026 | Apr 28, 2026 |
| Ballentine Partners, LLC | History | Added to | 69,298 | 19,901 | 0.28% | 0.27% | 234 | +3,948 | 6.04% | Q1 2026 | May 14, 2026 |
| Wellington Grp LLC | History | Added to | 69,082 | 19,838 | 6.11% | 5.88% | 235 | +8,217 | 13.5% | Q1 2026 | May 22, 2026 |
| FIRST HORIZON CORP | History | Added to | 68,954 | 19,802 | 0.83% | 0.2% | 236 | +53,784 | 354.54% | Q1 2026 | Apr 30, 2026 |
| World Investment Advisors | History | Added to | 68,163 | 19,575 | 0.32% | 0.31% | 237 | +3,246 | 5.0% | Q1 2026 | Apr 27, 2026 |
| BESSEMER GROUP INC | History | Reduced | 68,127 | 19,565 | 0.03% | 0.03% | 238 | -270 | -0.39% | Q1 2026 | May 06, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 67,917 | 19,524 | 0.19% | 0.21% | 239 | +1,091 | 1.63% | Q1 2026 | May 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 67,444 | 19,368 | 1.65% | 1.79% | 240 | -6,533 | -8.83% | Q1 2026 | May 15, 2026 |
| Veracity Capital LLC | History | Reduced | 66,545 | 19,110 | 6.83% | 6.35% | 241 | -7,768 | -10.45% | Q1 2026 | Apr 09, 2026 |
| Visionary Wealth Advisors | History | Added to | 65,863 | 18,914 | 0.84% | 0.86% | 242 | +87 | 0.13% | Q1 2026 | May 13, 2026 |
| INTRUST BANK NA | History | Reduced | 65,782 | 18,891 | 1.54% | 1.61% | 243 | -1,266 | -1.89% | Q1 2026 | May 06, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 64,983 | 18,661 | 2.29% | 2.3% | 244 | -33 | -0.05% | Q1 2026 | Apr 10, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Reduced | 64,389 | 18,491 | 2.99% | 3.14% | 245 | -5,229 | -7.51% | Q1 2026 | May 08, 2026 |
| Carnegie Investment Counsel | History | Added to | 64,366 | 18,484 | 0.36% | 0.28% | 246 | +12,005 | 22.93% | Q1 2026 | May 01, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 64,293 | 18,463 | 0.22% | 0.23% | 247 | -4,854 | -7.02% | Q1 2026 | May 06, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 64,185 | 18,432 | 0.31% | 0.15% | 248 | +32,856 | 104.87% | Q1 2026 | May 05, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 64,157 | 18,424 | 7.07% | — | 249 | +64,157 | New | Q1 2026 | Apr 28, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 64,074 | 18,400 | 0.79% | 0.81% | 250 | +129 | 0.2% | Q1 2026 | May 11, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 64,025 | 18,386 | 1.99% | 1.8% | 251 | +8,392 | 15.08% | Q1 2026 | Apr 24, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 63,849 | 18,335 | 0.33% | 0.35% | 252 | +540 | 0.85% | Q1 2026 | May 11, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 63,826 | 18,329 | 1.19% | 1.17% | 253 | +3,138 | 5.17% | Q1 2026 | May 07, 2026 |
| Independent Advisor Alliance | History | Added to | 63,810 | 18,325 | 0.2% | 0.02% | 254 | +61,500 | 2662.34% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 63,071 | 18,304 | 0.01% | 0.01% | 255 | +1,653 | 2.69% | Q1 2026 | May 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 63,721 | 18,299 | 0.02% | 0.01% | 256 | +2,787 | 4.57% | Q1 2026 | May 14, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 63,394 | 18,205 | 9.35% | 9.54% | 257 | +1,655 | 2.68% | Q1 2026 | Apr 21, 2026 |
| Single Point Partners, LLC | History | Reduced | 63,373 | 18,199 | 3.62% | 3.65% | 258 | -263 | -0.41% | Q1 2026 | Apr 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 62,756 | 18,022 | 0.93% | 0.92% | 259 | +3,283 | 5.52% | Q1 2026 | Apr 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 62,392 | 17,917 | 0.19% | 0.2% | 260 | +1,341 | 2.2% | Q1 2026 | Apr 20, 2026 |
| CHOREO, LLC | History | Added to | 62,050 | 17,817 | 0.22% | 0.23% | 261 | +1,241 | 2.04% | Q1 2026 | May 12, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 61,459 | 17,649 | 5.28% | 5.28% | 262 | -9 | -0.01% | Q1 2026 | May 05, 2026 |
| Wedmont Private Capital | History | Added to | 59,116 | 17,643 | 0.57% | 0.57% | 263 | +3,984 | 7.23% | Q1 2026 | Apr 09, 2026 |
| AJ Advisors, LLC | History | Added to | 61,318 | 17,609 | 6.53% | 6.34% | 264 | +2,143 | 3.62% | Q1 2026 | Apr 22, 2026 |
| Crane Advisory, LLC | History | Reduced | 58,103 | 17,591 | 2.63% | 2.64% | 265 | -238 | -0.41% | Q1 2026 | Apr 20, 2026 |
| RFG HOLDINGS, INC. | History | Added to | 60,987 | 17,514 | 4.41% | 2.37% | 266 | +28,473 | 87.57% | Q1 2026 | Apr 16, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 60,187 | 17,451 | 7.22% | 7.07% | 267 | +2,132 | 3.67% | Q1 2026 | Apr 15, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 58,438 | 17,440 | 3.31% | 3.33% | 268 | +573 | 0.99% | Q1 2026 | Apr 09, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 60,706 | 17,433 | 11.27% | 10.69% | 269 | +3,914 | 6.89% | Q1 2026 | May 08, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 60,276 | 17,310 | 0.32% | 0.33% | 270 | -3,139 | -4.95% | Q1 2026 | May 07, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 60,123 | 17,266 | 3.89% | 2.51% | 271 | +23,357 | 63.53% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 59,963 | 17,220 | 0.27% | 0.23% | 272 | +20,181 | 50.73% | Q1 2026 | May 15, 2026 |
| HILLMAN CO | History | No change | 59,730 | 17,153 | 6.67% | 6.01% | 273 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Caprock Group, LLC | History | Added to | 59,508 | 17,089 | 0.41% | 0.36% | 274 | +1,358 | 2.34% | Q1 2026 | May 11, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 59,394 | 17,056 | 3.99% | 3.93% | 275 | +2,970 | 5.26% | Q1 2026 | May 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 58,887 | 16,911 | 0.0% | 0.0% | 276 | -17,373 | -22.78% | Q1 2026 | May 15, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 58,327 | 16,750 | 0.51% | 0.51% | 277 | -1,747 | -2.91% | Q1 2026 | Apr 24, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 58,175 | 16,706 | 1.24% | 2.36% | 278 | -29,462 | -33.62% | Q1 2026 | May 19, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Added to | 58,009 | 16,659 | 3.74% | 3.57% | 279 | +100 | 0.17% | Q1 2026 | Apr 23, 2026 |
| Investments & Financial Planning, LLC | History | Added to | 57,866 | 16,617 | 9.05% | 8.92% | 280 | +581 | 1.01% | Q1 2026 | May 11, 2026 |
| Asset Management Group, Inc. | History | Added to | 57,544 | 16,525 | 2.67% | 2.4% | 281 | +6,359 | 12.42% | Q1 2026 | May 15, 2026 |
| DORVAL Corp | History | Added to | 57,494 | 16,511 | 5.12% | 5.27% | 282 | +651 | 1.15% | Q1 2026 | Apr 22, 2026 |
| Sylvest Advisors, LLC | History | Added to | 57,244 | 16,439 | 8.74% | 8.75% | 283 | +703 | 1.24% | Q1 2026 | Apr 22, 2026 |
| Napier Financial, LLC | History | Added to | 57,182 | 16,421 | 3.77% | 4.11% | 284 | +515 | 0.91% | Q1 2026 | May 05, 2026 |
| Riverview Capital Advisers, LLC | History | Added to | 57,029 | 16,377 | 5.46% | 4.8% | 286 | +2,393 | 4.38% | Q1 2026 | May 13, 2026 |
| Sierra Capital LLC | History | Reduced | 57,025 | 16,377 | 1.78% | 1.77% | 285 | -633 | -1.1% | Q1 2026 | May 15, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 56,636 | 16,264 | 1.76% | 1.71% | 287 | +2,646 | 4.9% | Q1 2026 | May 12, 2026 |
| EnRich Financial Partners LLC | History | Added to | 56,367 | 16,187 | 4.29% | 4.34% | 288 | +1,451 | 2.64% | Q1 2026 | May 05, 2026 |
| Field & Main Bank | History | Added to | 55,822 | 16,030 | 4.66% | 4.39% | 289 | +3,318 | 6.32% | Q1 2026 | Apr 10, 2026 |
| Argent Trust Co | History | Added to | 55,790 | 16,021 | 0.54% | 0.35% | 290 | +20,874 | 59.78% | Q1 2026 | May 13, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 55,782 | 16,019 | 6.46% | 6.34% | 291 | +640 | 1.16% | Q1 2026 | Apr 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 55,429 | 15,918 | 0.29% | 0.29% | 292 | +325 | 0.59% | Q1 2026 | May 07, 2026 |
| Serenity Investment Advisors | History | No change | 53,473 | 15,882 | 9.27% | 9.27% | 293 | 0 | 0.0% | Q4 2025 | May 22, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 55,286 | 15,876 | 2.08% | 1.93% | 294 | +1,701 | 3.17% | Q1 2026 | May 08, 2026 |
| James J. Burns & Company, LLC | History | Added to | 55,011 | 15,798 | 2.14% | 2.11% | 295 | +2,220 | 4.21% | Q1 2026 | Apr 17, 2026 |
| VANGUARD GROUP INC | History | No change | 54,216 | 15,734 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 54,510 | 15,654 | 0.3% | 0.31% | 297 | +384 | 0.71% | Q1 2026 | Apr 14, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 54,114 | 15,540 | 4.04% | 4.38% | 298 | +177 | 0.33% | Q1 2026 | May 11, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 53,967 | 15,503 | 3.35% | 3.22% | 299 | +4,617 | 9.36% | Q1 2026 | Apr 27, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 53,861 | 15,467 | 3.69% | 3.96% | 300 | +1,279 | 2.43% | Q1 2026 | May 15, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 51,980 | 15,422 | 3.13% | 3.32% | 301 | +298 | 0.58% | Q1 2026 | Apr 15, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 53,653 | 15,408 | 4.21% | 3.97% | 302 | +768 | 1.45% | Q1 2026 | Apr 29, 2026 |
| New Insight Wealth Advisors | History | Reduced | 53,142 | 15,261 | 5.47% | 5.57% | 303 | -626 | -1.16% | Q1 2026 | May 07, 2026 |
| Prospera Financial Services Inc | History | Added to | 53,051 | 15,257 | 0.25% | 0.25% | 304 | +323 | 0.61% | Q1 2026 | Apr 14, 2026 |
| jvl associates llc | History | Reduced | 52,965 | 15,210 | 5.1% | 5.05% | 305 | -500 | -0.94% | Q1 2026 | Apr 16, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 52,913 | 15,195 | 0.97% | 0.98% | 306 | -115 | -0.22% | Q1 2026 | Apr 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 53,929 | 15,150 | 0.01% | 0.01% | 307 | +6,590 | 13.92% | Q1 2026 | May 15, 2026 |
| ALLEN WEALTH MANAGEMENT, LLC | History | Added to | 52,316 | 15,024 | 7.52% | 7.8% | 308 | +7,676 | 17.2% | Q1 2026 | May 08, 2026 |
| AlphaCore Capital LLC | History | Reduced | 52,304 | 15,020 | 0.36% | 0.38% | 309 | -6,418 | -10.93% | Q1 2026 | May 15, 2026 |
| James Reed Financial Services, Inc. | History | Reduced | 52,181 | 14,985 | 12.97% | 12.6% | 310 | -1,994 | -3.68% | Q1 2026 | Apr 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 51,940 | 14,915 | 0.22% | 0.2% | 311 | +7,681 | 17.35% | Q1 2026 | May 13, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 51,818 | 14,880 | 3.41% | 3.26% | 312 | +2,260 | 4.56% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 51,778 | 14,869 | 0.07% | 0.08% | 313 | +3,817 | 7.96% | Q1 2026 | May 13, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 51,664 | 14,836 | 4.95% | 4.87% | 314 | +656 | 1.29% | Q1 2026 | May 08, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 51,519 | 14,795 | 0.91% | 1.06% | 315 | -24,473 | -32.2% | Q1 2026 | Apr 28, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Added to | 48,158 | 14,580 | 3.99% | 3.98% | 316 | +2,338 | 5.1% | Q1 2026 | Apr 17, 2026 |
| Fee-Only Financial Planning, L.C. | History | Reduced | 50,451 | 14,488 | 8.75% | 8.57% | 317 | -212 | -0.42% | Q1 2026 | Apr 28, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 50,409 | 14,476 | 0.56% | 0.45% | 318 | +9,144 | 22.16% | Q1 2026 | May 12, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 50,251 | 14,431 | 2.34% | 2.48% | 319 | -2,927 | -5.5% | Q1 2026 | Apr 23, 2026 |
| JNBA Financial Advisors | History | Reduced | 49,982 | 14,353 | 1.2% | 1.28% | 320 | -393 | -0.78% | Q1 2026 | Apr 22, 2026 |
| Belpointe Asset Management LLC | History | Added to | 49,901 | 14,330 | 0.52% | 0.5% | 321 | +2,392 | 5.03% | Q1 2026 | Apr 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 49,234 | 14,288 | 0.25% | 0.25% | 322 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 49,414 | 14,190 | 0.73% | 0.74% | 323 | +1,260 | 2.62% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 49,409 | 14,189 | 0.19% | 0.16% | 324 | +9,982 | 25.32% | Q1 2026 | May 15, 2026 |
| Avion Wealth | History | Added to | 49,233 | 14,138 | 2.92% | 2.73% | 325 | +4,379 | 9.76% | Q1 2026 | May 01, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 49,151 | 14,115 | 1.01% | 1.07% | 326 | -1,425 | -2.82% | Q1 2026 | May 06, 2026 |
| Freedom Financial Partners LLC | History | Added to | 49,017 | 14,076 | 5.01% | 4.96% | 327 | +2,000 | 4.25% | Q1 2026 | Apr 16, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 48,966 | 14,061 | 0.6% | 0.58% | 328 | +504 | 1.04% | Q1 2026 | Apr 29, 2026 |
| CoreCap Advisors, LLC | History | Added to | 48,870 | 14,034 | 0.48% | 0.45% | 329 | +4,214 | 9.44% | Q1 2026 | Apr 07, 2026 |
| Whelan Financial | History | Added to | 48,645 | 13,969 | 4.34% | 4.22% | 330 | +2,071 | 4.45% | Q1 2026 | Apr 24, 2026 |
| Somnio Financial Group, LLC | History | Added to | 48,480 | 13,922 | 9.15% | 9.08% | 331 | +1,125 | 2.38% | Q1 2026 | Apr 09, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 48,386 | 13,895 | 6.1% | 6.07% | 332 | +3,282 | 7.28% | Q1 2026 | Apr 22, 2026 |
| Aries Wealth Management | History | Added to | 47,854 | 13,742 | 3.02% | 2.86% | 333 | +3,358 | 7.55% | Q1 2026 | May 14, 2026 |
| ForthRight Wealth Management, LLC | History | Added to | 47,448 | 13,626 | 3.87% | 3.93% | 334 | +374 | 0.79% | Q1 2026 | May 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 47,362 | 13,601 | 0.77% | 0.82% | 335 | +23,713 | 100.27% | Q1 2026 | Apr 22, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 47,154 | 13,541 | 0.43% | 0.51% | 336 | -773 | -1.61% | Q1 2026 | May 07, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 46,917 | 13,473 | 1.76% | 1.91% | 337 | +2,371 | 5.32% | Q1 2026 | Apr 28, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 46,882 | 13,463 | 0.17% | 0.17% | 338 | +17 | 0.04% | Q1 2026 | Apr 21, 2026 |
| Roundview Capital LLC | History | Added to | 46,786 | 13,436 | 0.84% | 0.81% | 339 | +1,520 | 3.36% | Q1 2026 | May 08, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | Added to | 172,394 | 13,327 | 4.76% | 4.72% | 340 | +130,249 | 309.05% | Q1 2026 | May 11, 2026 |
| Fortitude Family Office, LLC | History | Added to | 46,276 | 13,289 | 2.97% | 2.82% | 341 | +4,517 | 10.82% | Q1 2026 | Apr 15, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 46,048 | 13,223 | 0.58% | 0.6% | 342 | -197 | -0.43% | Q1 2026 | Apr 09, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 45,998 | 13,209 | 4.38% | 4.99% | 343 | +1,234 | 2.76% | Q1 2026 | Apr 23, 2026 |
| CPA Asset Management Group, LLC | History | Added to | 45,846 | 13,166 | 4.42% | 3.78% | 344 | +8,773 | 23.66% | Q1 2026 | May 05, 2026 |
| Forum Private Client Group LLC | History | Added to | 45,622 | 13,128 | 4.37% | 4.05% | 345 | +4,637 | 11.31% | Q1 2026 | May 13, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 45,657 | 13,111 | 2.26% | 2.11% | 346 | +2,899 | 6.78% | Q1 2026 | Apr 13, 2026 |
| Zuckerman Investment Group, LLC | History | Added to | 45,294 | 13,007 | 1.22% | 1.1% | 347 | +2,677 | 6.28% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 45,211 | 12,983 | 0.06% | 0.06% | 348 | +7,048 | 18.47% | Q1 2026 | May 14, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 44,952 | 12,909 | 3.52% | 0.06% | 349 | +44,245 | 6258.13% | Q1 2026 | Apr 09, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 44,845 | 12,878 | 1.15% | 1.51% | 350 | -19 | -0.04% | Q1 2026 | May 12, 2026 |
| Pearl Planning LLC | History | Added to | 44,153 | 12,679 | 6.78% | 7.41% | 351 | +2,379 | 5.69% | Q1 2026 | Apr 30, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 44,125 | 12,671 | 0.3% | 0.37% | 352 | -4,470 | -9.2% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 46,048 | 12,651 | 0.36% | 0.48% | 353 | -9,042 | -16.41% | Q1 2026 | Apr 09, 2026 |
| Ironsides Asset Advisors, LLC | History | Added to | 43,920 | 12,612 | 3.16% | 3.17% | 354 | +794 | 1.84% | Q1 2026 | May 11, 2026 |
| SOL Capital Management CO | History | Reduced | 48,801 | 12,536 | 6.08% | 2.43% | 355 | -44,600 | -47.75% | Q1 2026 | Apr 24, 2026 |
| Texas Yale Capital Corp. | History | Added to | 43,421 | 12,469 | 0.35% | 0.38% | 356 | +157 | 0.36% | Q1 2026 | May 04, 2026 |
| Black Diamond Financial, LLC | History | Added to | 43,150 | 12,391 | 1.35% | 1.32% | 357 | +37 | 0.09% | Q1 2026 | May 05, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 43,109 | 12,380 | 0.23% | 0.24% | 358 | -1,331 | -3.0% | Q1 2026 | May 01, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 162,359 | 12,319 | 0.22% | 0.56% | 359 | +122,145 | 303.74% | Q1 2026 | May 01, 2026 |
| Rossmore Private Capital | History | Reduced | 42,818 | 12,296 | 1.08% | 1.13% | 360 | -827 | -1.89% | Q1 2026 | May 01, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 42,758 | 12,279 | 0.17% | 0.14% | 361 | +5,849 | 15.85% | Q1 2026 | Apr 30, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 42,739 | 12,273 | 0.75% | 0.79% | 362 | -1,620 | -3.65% | Q1 2026 | May 14, 2026 |
| Eagle Strategies LLC | History | Added to | 42,651 | 12,248 | 1.46% | 0.48% | 363 | +29,583 | 226.38% | Q1 2026 | Apr 20, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 42,278 | 12,141 | 3.43% | 2.98% | 364 | +6,854 | 19.35% | Q1 2026 | Apr 30, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 42,248 | 12,132 | 0.17% | 0.18% | 365 | -152 | -0.36% | Q1 2026 | May 12, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 42,178 | 12,112 | 0.72% | 0.61% | 366 | +5,757 | 15.81% | Q1 2026 | May 11, 2026 |
| Ancora Advisors LLC | History | Added to | 42,005 | 12,062 | 0.26% | 0.25% | 367 | +127 | 0.3% | Q1 2026 | May 15, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 41,902 | 12,033 | 3.46% | 3.53% | 368 | +1,763 | 4.39% | Q1 2026 | Apr 13, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 41,677 | 11,968 | 5.92% | 6.05% | 369 | -400 | -0.95% | Q1 2026 | Apr 24, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 41,055 | 11,915 | 0.92% | 0.92% | 370 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JDM Financial Group LLC | History | Added to | 84,539 | 11,902 | 4.59% | 4.39% | 371 | +1,638 | 1.98% | Q1 2026 | May 20, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 41,275 | 11,853 | 3.54% | 3.59% | 372 | +107 | 0.26% | Q1 2026 | May 05, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 41,268 | 11,851 | 0.46% | 0.04% | 373 | +40,027 | 3225.38% | Q1 2026 | May 15, 2026 |
| Koenig Investment Advisory, LLC | History | Reduced | 41,200 | 11,831 | 10.05% | 10.28% | 374 | -103 | -0.25% | Q1 2026 | Apr 16, 2026 |
| BTG Pactual Asset Management US LLC | History | Reduced | 40,926 | 11,753 | 1.02% | 1.24% | 375 | -4,540 | -9.99% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 40,686 | 11,684 | 0.19% | 0.22% | 376 | +1,651 | 4.23% | Q1 2026 | May 18, 2026 |
| Noble Family Wealth, LLC | History | Added to | 40,652 | 11,674 | 2.41% | 2.48% | 377 | +168 | 0.41% | Q1 2026 | Apr 23, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | Added to | 144,415 | 11,654 | 8.14% | 7.85% | 378 | +110,265 | 322.88% | Q1 2026 | May 15, 2026 |
| Coastline Complete Wealth LLC | History | Added to | 40,062 | 11,505 | 7.13% | 6.67% | 379 | +3,550 | 9.72% | Q1 2026 | May 22, 2026 |
| BAILARD, INC. | History | Reduced | 39,868 | 11,449 | 0.26% | 0.26% | 380 | -173 | -0.43% | Q1 2026 | May 11, 2026 |
| Capital Planning LLC | History | Added to | 39,856 | 11,445 | 3.72% | 2.81% | 381 | +5,597 | 16.34% | Q1 2026 | Apr 29, 2026 |
| Arkos Global Advisors | History | Reduced | 39,708 | 11,403 | 1.43% | 1.48% | 382 | -303 | -0.76% | Q1 2026 | May 13, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 39,499 | 11,343 | 2.74% | 2.41% | 383 | +5,253 | 15.34% | Q1 2026 | May 05, 2026 |
| Savant Capital, LLC | History | Added to | 39,431 | 11,323 | 0.05% | 0.06% | 384 | +723 | 1.87% | Q1 2026 | May 04, 2026 |
| Alliance Wealth Advisors, LLC | History | Added to | 39,355 | 11,301 | 4.95% | 4.4% | 385 | +4,473 | 12.82% | Q1 2026 | May 13, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Added to | 39,273 | 11,278 | 0.92% | 0.89% | 386 | +62 | 0.16% | Q1 2026 | Apr 16, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 39,116 | 11,233 | 0.23% | 0.21% | 387 | +3,047 | 8.45% | Q1 2026 | May 14, 2026 |
| May Barnhard Investments LLC | History | Added to | 39,088 | 11,225 | 5.45% | 5.13% | 388 | +1,695 | 4.53% | Q1 2026 | May 13, 2026 |
| Ruggaard & Associates LLC | History | No change | 38,580 | 11,196 | 4.41% | 4.41% | 389 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Vanguard National Trust Co | History | New | 38,970 | 11,191 | 0.71% | — | 390 | +38,970 | New | Q1 2026 | May 08, 2026 |
| First Bancorp, Inc /ME/ | History | Added to | 38,968 | 11,190 | 5.56% | 5.89% | 391 | +815 | 2.14% | Q1 2026 | Apr 20, 2026 |
| Horizons Wealth Management | History | Added to | 38,722 | 11,120 | 7.29% | 7.31% | 392 | +274 | 0.71% | Q1 2026 | Apr 02, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 38,673 | 11,106 | 0.13% | 0.13% | 393 | -606 | -1.54% | Q1 2026 | Apr 28, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 38,511 | 11,059 | 1.45% | 1.42% | 394 | +1,191 | 3.19% | Q1 2026 | May 04, 2026 |
| Bank of New Hampshire | History | Reduced | 38,272 | 10,990 | 2.51% | 2.52% | 395 | -375 | -0.97% | Q1 2026 | Apr 13, 2026 |
| MOR Wealth Management, LLC | History | Reduced | 38,009 | 10,915 | 5.01% | 5.05% | 396 | -56 | -0.15% | Q1 2026 | Apr 24, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 37,715 | 10,831 | 3.44% | 3.42% | 397 | -6 | -0.02% | Q1 2026 | Apr 27, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 37,545 | 10,782 | 0.93% | 0.98% | 398 | -1,540 | -3.94% | Q1 2026 | Apr 07, 2026 |
| David Kennon Inc | History | Added to | 37,537 | 10,779 | 3.87% | 3.81% | 399 | +572 | 1.55% | Q1 2026 | Apr 28, 2026 |
| Addis & Hill, Inc | History | Added to | 37,516 | 10,773 | 6.55% | 6.46% | 400 | +746 | 2.03% | Q1 2026 | Apr 16, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 36,894 | 10,595 | 0.8% | 0.83% | 401 | +1,551 | 4.39% | Q1 2026 | Apr 30, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 36,781 | 10,562 | 3.5% | 3.45% | 402 | +1,836 | 5.25% | Q1 2026 | Apr 17, 2026 |
| Cedar Point Capital Partners, LLC | History | New | 36,697 | 10,538 | 6.84% | — | 403 | +36,697 | New | Q1 2026 | May 06, 2026 |
| Advisor OS, LLC | History | Added to | 36,365 | 10,443 | 0.76% | 0.72% | 404 | +5,761 | 18.82% | Q1 2026 | May 07, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 36,324 | 10,431 | 2.2% | 1.99% | 405 | +1,274 | 3.63% | Q1 2026 | Apr 13, 2026 |
| F/m Investments LLC | History | Reduced | 36,261 | 10,413 | 0.69% | 0.47% | 406 | -6,713 | -15.62% | Q1 2026 | May 11, 2026 |
| Valmark Advisers, Inc. | History | Added to | 36,046 | 10,351 | 0.12% | 0.13% | 407 | +964 | 2.75% | Q1 2026 | May 01, 2026 |
| Red Wave Investments LLC | History | Reduced | 35,842 | 10,293 | 3.07% | 3.27% | 408 | -2,024 | -5.35% | Q1 2026 | May 08, 2026 |
| Beacon Financial Strategies CORP | History | Added to | 35,594 | 10,221 | 5.8% | 5.76% | 409 | +24 | 0.07% | Q1 2026 | Apr 08, 2026 |
| SFM, LLC | History | Added to | 35,573 | 10,215 | 6.17% | 5.74% | 410 | +1,846 | 5.47% | Q1 2026 | Apr 08, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 35,450 | 10,180 | 8.09% | 6.63% | 411 | +3,544 | 11.11% | Q1 2026 | Apr 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 35,437 | 10,176 | 0.08% | 0.07% | 412 | +4,672 | 15.19% | Q1 2026 | May 01, 2026 |
| Daner Wealth Management, LLC | History | Added to | 131,587 | 10,161 | 5.97% | 6.15% | 413 | +98,332 | 295.69% | Q1 2026 | May 13, 2026 |
| Legend Financial Advisors, Inc. | History | Added to | 35,354 | 10,152 | 6.54% | 5.19% | 414 | +5,820 | 19.71% | Q1 2026 | Apr 24, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 35,260 | 10,125 | 2.52% | 2.64% | 415 | +2,180 | 6.59% | Q1 2026 | Apr 29, 2026 |
| IF Advisors, LLC | History | Added to | 35,213 | 10,112 | 7.15% | 7.54% | 416 | +3,226 | 10.09% | Q1 2026 | May 13, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 34,772 | 10,091 | 0.9% | 0.9% | 417 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 35,083 | 10,075 | 1.13% | 1.01% | 418 | +1,412 | 4.19% | Q1 2026 | Apr 15, 2026 |
| O'Connor Financial Group LLC | History | Added to | 34,861 | 10,011 | 4.1% | 4.15% | 419 | +47 | 0.14% | Q1 2026 | Apr 23, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | Reduced | 34,854 | 10,009 | 2.92% | 3.09% | 420 | -1,558 | -4.28% | Q1 2026 | May 01, 2026 |
| Ethos Financial Group, LLC | History | Added to | 35,575 | 10,001 | 0.73% | 0.68% | 421 | +3,774 | 11.87% | Q1 2026 | May 05, 2026 |
| Adelphi Trust Co | History | Added to | 34,778 | 9,987 | 8.13% | 7.49% | 422 | +3,162 | 10.0% | Q1 2026 | Apr 01, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 34,364 | 9,868 | 0.88% | — | 423 | +34,364 | New | Q1 2026 | Apr 08, 2026 |
| Prosperitas Financial LLC | History | Added to | 34,350 | 9,864 | 3.67% | 3.85% | 424 | +261 | 0.77% | Q1 2026 | May 15, 2026 |
| Silverleafe Capital Partners, LLC | History | Added to | 34,253 | 9,836 | 2.91% | 2.55% | 425 | +4,672 | 15.79% | Q1 2026 | Apr 02, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 34,178 | 9,815 | 2.46% | 2.49% | 426 | +1,010 | 3.05% | Q1 2026 | Apr 17, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 34,045 | 9,776 | 0.31% | 0.31% | 427 | +101 | 0.3% | Q1 2026 | May 11, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 33,769 | 9,697 | 5.74% | 5.81% | 428 | -5,775 | -14.6% | Q1 2026 | Apr 16, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 33,739 | 9,689 | 0.04% | 0.03% | 429 | +2,110 | 6.67% | Q1 2026 | Apr 24, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 33,736 | 9,688 | 3.15% | 2.23% | 430 | +9,646 | 40.04% | Q1 2026 | Apr 21, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 125,730 | 9,687 | 2.55% | 3.06% | 431 | +89,232 | 244.48% | Q1 2026 | Apr 21, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 33,664 | 9,667 | 1.17% | 1.26% | 432 | -3,646 | -9.77% | Q1 2026 | May 14, 2026 |
| TrueWealth Financial Partners | History | New | 33,597 | 9,648 | 3.85% | — | 433 | +33,597 | New | Q1 2026 | May 20, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 33,578 | 9,642 | 1.17% | 1.11% | 434 | +3,108 | 10.2% | Q1 2026 | May 05, 2026 |
| Mutual Advisors, LLC | History | Added to | 33,487 | 9,616 | 0.21% | 0.15% | 435 | +9,074 | 37.17% | Q1 2026 | May 01, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 33,418 | 9,597 | 0.76% | 0.77% | 436 | -950 | -2.76% | Q1 2026 | Apr 22, 2026 |
| Dakota Wealth Management | History | Reduced | 33,268 | 9,553 | 0.21% | 0.17% | 437 | -117 | -0.35% | Q1 2026 | May 07, 2026 |
| TD Capital Management LLC | History | Reduced | 33,232 | 9,543 | 0.86% | 0.86% | 438 | -113 | -0.34% | Q1 2026 | May 11, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 33,131 | 9,514 | 3.71% | 3.67% | 439 | +174 | 0.53% | Q1 2026 | Apr 29, 2026 |
| Curi Capital, LLC | History | Reduced | 32,867 | 9,438 | 0.17% | 0.17% | 440 | -355 | -1.07% | Q1 2026 | May 15, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 32,816 | 9,424 | 0.47% | 0.51% | 441 | -2,691 | -7.58% | Q1 2026 | May 07, 2026 |
| HOWE & RUSLING INC | History | Added to | 32,717 | 9,395 | 0.61% | 0.6% | 442 | +1,261 | 4.01% | Q1 2026 | Apr 28, 2026 |
| GreatBanc Trust CO | History | Reduced | 32,672 | 9,382 | 6.57% | 6.77% | 443 | -412 | -1.25% | Q1 2026 | Apr 30, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 32,439 | 9,316 | 0.07% | 0.07% | 444 | +2,439 | 8.13% | Q1 2026 | Apr 07, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 32,273 | 9,268 | 0.13% | 0.01% | 445 | +30,473 | 1692.94% | Q1 2026 | May 12, 2026 |
| CRA Financial Services, LLC | History | Reduced | 32,272 | 9,267 | 1.2% | 1.29% | 446 | -1,743 | -5.12% | Q1 2026 | Apr 09, 2026 |
| Wealth Science Advisors LLC | History | No change | 31,925 | 9,265 | 5.21% | 5.34% | 447 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| STAR Financial Bank | History | Added to | 32,250 | 9,261 | 4.37% | 2.16% | 448 | +17,674 | 121.25% | Q1 2026 | May 08, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 32,242 | 9,259 | 3.32% | 3.33% | 449 | -204 | -0.63% | Q1 2026 | Apr 14, 2026 |
| Caldwell Trust Co | History | Added to | 32,227 | 9,254 | 0.83% | 0.82% | 450 | +247 | 0.77% | Q1 2026 | Apr 22, 2026 |
| Manchester Capital Management LLC | History | Reduced | 31,987 | 9,186 | 1.32% | 1.32% | 451 | -1,308 | -3.93% | Q1 2026 | May 11, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 31,971 | 9,181 | 0.38% | 0.36% | 452 | +780 | 2.5% | Q1 2026 | Apr 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 32,191 | 9,149 | 0.28% | 0.26% | 453 | +2,244 | 7.49% | Q1 2026 | May 11, 2026 |
| Operose Advisors LLC | History | Reduced | 31,836 | 9,144 | 2.12% | 2.46% | 454 | -4,551 | -12.51% | Q1 2026 | May 12, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 31,650 | 9,089 | 3.12% | 3.17% | 455 | +207 | 0.66% | Q1 2026 | Apr 08, 2026 |
| XML Financial, LLC | History | Added to | 31,200 | 8,960 | 0.72% | 0.68% | 456 | +2,536 | 8.85% | Q1 2026 | Apr 16, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 31,024 | 8,909 | 0.57% | 0.54% | 457 | +2,117 | 7.32% | Q1 2026 | Apr 17, 2026 |
| KFA Private Wealth Group, LLC | History | Reduced | 31,002 | 8,903 | 2.14% | 2.22% | 458 | -433 | -1.38% | Q1 2026 | Apr 20, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | Reduced | 30,907 | 8,875 | 0.79% | 0.93% | 459 | -435 | -1.39% | Q1 2026 | Apr 23, 2026 |
| Alliance Private Wealth, LLC | History | Added to | 30,904 | 8,874 | 3.19% | 3.15% | 460 | +363 | 1.19% | Q1 2026 | May 13, 2026 |
| Retirement Management Systems Inc. | History | Added to | 30,809 | 8,847 | 2.13% | 1.91% | 461 | +5,038 | 19.55% | Q1 2026 | Apr 14, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 30,516 | 8,763 | 0.13% | 0.1% | 462 | +5,357 | 21.29% | Q1 2026 | Apr 08, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Added to | 30,432 | 8,739 | 3.85% | 3.75% | 463 | +222 | 0.73% | Q1 2026 | May 05, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 30,405 | 8,731 | 0.97% | 1.03% | 464 | -1,192 | -3.77% | Q1 2026 | May 11, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 30,258 | 8,689 | 0.5% | 0.51% | 465 | -1,122 | -3.58% | Q1 2026 | May 07, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 30,205 | 8,674 | 3.59% | 3.69% | 466 | -635 | -2.06% | Q1 2026 | Apr 08, 2026 |
| OneAscent Financial Services LLC | History | Added to | 30,116 | 8,648 | 0.47% | 0.68% | 467 | +4,835 | 19.13% | Q1 2026 | Apr 21, 2026 |
| Cordoba Advisory Partners LLC | History | Added to | 29,764 | 8,577 | 2.37% | 2.01% | 468 | +1,844 | 6.6% | Q1 2026 | Apr 28, 2026 |
| Sowell Financial Services LLC | History | Added to | 29,828 | 8,565 | 0.32% | 0.31% | 469 | +451 | 1.54% | Q1 2026 | Apr 20, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 29,806 | 8,559 | 5.74% | 5.88% | 470 | -60 | -0.2% | Q1 2026 | Apr 29, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 28,208 | 8,540 | 0.77% | 0.79% | 471 | -512 | -1.78% | Q1 2026 | Apr 20, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 29,711 | 8,532 | 0.32% | 0.32% | 472 | +789 | 2.73% | Q1 2026 | May 14, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 29,561 | 8,489 | 0.13% | 0.12% | 473 | +646 | 2.23% | Q1 2026 | May 15, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 29,523 | 8,478 | 1.76% | 1.73% | 474 | +2,583 | 9.59% | Q1 2026 | May 14, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 29,462 | 8,461 | 6.36% | 6.32% | 475 | +840 | 2.93% | Q1 2026 | Apr 16, 2026 |
| Gotham Asset Management, LLC | History | Added to | 29,428 | 8,451 | 0.03% | 0.02% | 476 | +9,295 | 46.17% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 29,400 | 8,443 | 0.01% | 0.0% | 477 | +24,320 | 478.74% | Q1 2026 | May 14, 2026 |
| Accredited Investors Inc. | History | Added to | 29,308 | 8,416 | 0.45% | 0.45% | 478 | +92 | 0.31% | Q1 2026 | Apr 30, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 29,127 | 8,364 | 0.89% | 0.95% | 479 | -1,066 | -3.53% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 29,075 | 8,349 | 0.0% | 0.0% | 480 | +23,055 | 382.97% | Q1 2026 | May 12, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 29,038 | 8,339 | 0.91% | 0.43% | 481 | +16,576 | 133.01% | Q1 2026 | May 11, 2026 |
| KTF INVESTMENTS, LLC | History | Reduced | 28,850 | 8,285 | 1.42% | 1.4% | 482 | -482 | -1.64% | Q1 2026 | May 04, 2026 |
| HEADINVEST, LLC | History | Added to | 28,787 | 8,267 | 1.7% | 1.64% | 483 | +377 | 1.33% | Q1 2026 | May 15, 2026 |
| UNITED BANK | History | Reduced | 28,784 | 8,266 | 1.06% | 1.12% | 484 | -495 | -1.69% | Q1 2026 | May 11, 2026 |
| Sigma Planning Corp | History | Added to | 28,775 | 8,263 | 0.23% | 0.22% | 485 | +1,567 | 5.76% | Q1 2026 | May 04, 2026 |
| Horizon Family Wealth, Inc. | History | Reduced | 28,672 | 8,233 | 4.35% | 4.62% | 486 | -1,204 | -4.03% | Q1 2026 | May 08, 2026 |
| Envision Financial LLC | History | Added to | 28,658 | 8,230 | 4.43% | 4.35% | 487 | +269 | 0.95% | Q1 2026 | Apr 16, 2026 |
| Composition Wealth, LLC | History | Added to | 28,656 | 8,229 | 0.11% | 0.1% | 488 | +4,636 | 19.3% | Q1 2026 | Apr 08, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 28,644 | 8,226 | 0.35% | 0.36% | 489 | -894 | -3.03% | Q1 2026 | May 14, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 28,635 | 8,223 | 2.46% | 2.5% | 490 | +1,033 | 3.74% | Q1 2026 | Apr 06, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 28,462 | 8,173 | 0.46% | 0.47% | 491 | -166 | -0.58% | Q1 2026 | Apr 24, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 28,378 | 8,149 | 0.59% | 0.68% | 492 | -4,839 | -14.57% | Q1 2026 | May 05, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 28,371 | 8,147 | 1.55% | 1.69% | 493 | -70 | -0.25% | Q1 2026 | Apr 20, 2026 |
| NewCorp Financial Services, Inc. | History | Added to | 28,156 | 8,085 | 7.01% | 6.88% | 494 | +1,376 | 5.14% | Q1 2026 | Apr 23, 2026 |
| CITIGROUP INC | History | Reduced | 28,152 | 8,084 | 0.0% | 0.16% | 495 | -1,226,903 | -97.76% | Q1 2026 | May 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 27,817 | 7,988 | 0.26% | 0.23% | 496 | +3,810 | 15.87% | Q1 2026 | May 14, 2026 |
| Ellevest, Inc. | History | Added to | 27,806 | 7,985 | 1.11% | 1.09% | 497 | +641 | 2.36% | Q1 2026 | May 11, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 27,721 | 7,960 | 2.28% | 2.7% | 498 | -4,755 | -14.64% | Q1 2026 | May 14, 2026 |
| Trinity Financial Advisors LLC | History | Reduced | 27,708 | 7,957 | 2.27% | 2.39% | 499 | -1,791 | -6.07% | Q1 2026 | Apr 07, 2026 |
| Creekside Partners | History | Added to | 27,694 | 7,953 | 3.27% | 3.31% | 500 | +740 | 2.75% | Q1 2026 | Apr 21, 2026 |
| Randall & Associates Wealth Management | History | Added to | 27,604 | 7,927 | 5.34% | 5.17% | 501 | +1,919 | 7.47% | Q1 2026 | Apr 20, 2026 |
| First PREMIER Bank | History | Added to | 27,253 | 7,827 | 1.81% | 1.79% | 502 | +396 | 1.47% | Q1 2026 | Apr 20, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 26,810 | 7,699 | 1.53% | 1.57% | 503 | +1,450 | 5.72% | Q1 2026 | May 01, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 32,594 | 7,688 | 0.18% | 0.17% | 504 | +1,293 | 4.13% | Q1 2026 | May 08, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 26,699 | 7,667 | 0.84% | 0.98% | 505 | -4,526 | -14.49% | Q1 2026 | Apr 23, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 26,547 | 7,623 | 1.29% | 1.38% | 506 | -520 | -1.92% | Q1 2026 | May 01, 2026 |
| Smith Partners Wealth Management, LLC | History | Reduced | 26,453 | 7,596 | 6.8% | 7.07% | 507 | -42 | -0.16% | Q1 2026 | May 11, 2026 |
| Family Investment Center, Inc. | History | Reduced | 26,241 | 7,536 | 1.45% | 1.6% | 508 | -1,104 | -4.04% | Q1 2026 | Apr 24, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 25,925 | 7,445 | 0.25% | 0.25% | 509 | -133 | -0.51% | Q1 2026 | Apr 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 25,834 | 7,419 | 0.35% | 0.34% | 510 | +1,421 | 5.82% | Q1 2026 | Apr 28, 2026 |
| Kagan Cocozza Asset Management | History | Added to | 25,733 | 7,390 | 5.2% | 5.25% | 511 | +303 | 1.19% | Q1 2026 | Apr 23, 2026 |
| Evelyn Partners Asset Management Ltd | History | Added to | 25,662 | 7,369 | 1.82% | 1.46% | 512 | +4,271 | 19.97% | Q1 2026 | May 15, 2026 |
| Strive Financial Group ,LLC | History | Added to | 25,660 | 7,369 | 3.91% | 3.74% | 513 | +1,329 | 5.46% | Q1 2026 | May 15, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 25,638 | 7,362 | 0.54% | 0.19% | 514 | +16,420 | 178.13% | Q1 2026 | May 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 25,535 | 7,333 | 0.05% | 0.05% | 515 | -758 | -2.88% | Q1 2026 | May 15, 2026 |
| HighRoad Wealth Advisors, LLC | History | Reduced | 25,524 | 7,329 | 7.16% | 7.14% | 516 | -246 | -0.95% | Q1 2026 | Apr 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 25,469 | 7,314 | 0.08% | 0.09% | 517 | -313 | -1.21% | Q1 2026 | May 08, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 25,427 | 7,302 | 0.08% | 0.08% | 518 | +784 | 3.18% | Q1 2026 | May 13, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 25,354 | 7,281 | 0.9% | 0.88% | 520 | +938 | 3.84% | Q1 2026 | Apr 16, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 25,090 | 7,281 | 1.04% | 1.04% | 519 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 25,351 | 7,280 | 0.33% | 0.4% | 521 | +215 | 0.86% | Q1 2026 | Apr 15, 2026 |
| Custos Family Office, LLC | History | No change | 25,057 | 7,272 | 4.96% | 4.96% | 522 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Francis Financial, Inc. | History | Reduced | 25,319 | 7,271 | 1.35% | 1.49% | 523 | -982 | -3.73% | Q1 2026 | May 07, 2026 |
| NWAM LLC | History | Reduced | 25,289 | 7,262 | 0.42% | 0.42% | 524 | -269 | -1.05% | Q1 2026 | May 04, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 25,158 | 7,224 | 3.41% | 3.4% | 525 | -11 | -0.04% | Q1 2026 | Apr 13, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 24,991 | 7,176 | 0.34% | 0.36% | 526 | -594 | -2.32% | Q1 2026 | Apr 09, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 24,983 | 7,174 | 1.08% | 1.05% | 527 | +1,925 | 8.35% | Q1 2026 | Apr 08, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 24,953 | 7,165 | 0.32% | 0.32% | 528 | +1,145 | 4.81% | Q1 2026 | May 12, 2026 |
| IFS Advisors, LLC | History | Added to | 24,945 | 7,163 | 3.69% | 3.59% | 529 | +1,130 | 4.74% | Q1 2026 | Apr 06, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 24,934 | 7,160 | 0.27% | 0.43% | 530 | -16,042 | -39.15% | Q1 2026 | May 11, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Reduced | 24,924 | 7,157 | 2.15% | 3.09% | 531 | -10,223 | -29.09% | Q1 2026 | May 07, 2026 |
| Cornerstone Management, Inc. | History | Added to | 24,894 | 7,149 | 1.14% | 0.93% | 532 | +5,225 | 26.56% | Q1 2026 | Apr 16, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Reduced | 24,853 | 7,137 | 1.95% | 2.05% | 533 | -215 | -0.86% | Q1 2026 | May 01, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Added to | 24,820 | 7,127 | 0.83% | 0.75% | 534 | +747 | 3.1% | Q1 2026 | May 15, 2026 |
| Grove Bank & Trust | History | Reduced | 24,509 | 7,038 | 0.8% | 0.98% | 535 | -5,632 | -18.69% | Q1 2026 | Apr 08, 2026 |
| M&T BANK CORP | History | Reduced | 24,180 | 6,944 | 0.02% | 0.03% | 536 | -5,117 | -17.47% | Q1 2026 | May 12, 2026 |
| Plus Group Wealth Advisors LLC | History | Added to | 23,949 | 6,877 | 7.57% | 7.44% | 537 | +845 | 3.66% | Q1 2026 | Apr 07, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 23,889 | 6,865 | 0.47% | 0.68% | 538 | -3,200 | -11.81% | Q1 2026 | May 18, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 23,905 | 6,864 | 0.9% | 0.98% | 539 | -306 | -1.26% | Q1 2026 | Apr 28, 2026 |
| CULBERTSON A N & CO INC | History | Added to | 23,732 | 6,815 | 0.88% | 0.93% | 540 | +332 | 1.42% | Q1 2026 | May 12, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 23,705 | 6,807 | 0.7% | 0.69% | 541 | +399 | 1.71% | Q1 2026 | May 12, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | Added to | 23,572 | 6,769 | 3.62% | 3.59% | 542 | +109 | 0.46% | Q1 2026 | Apr 27, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 23,410 | 6,722 | 0.95% | 0.91% | 543 | +1,626 | 7.46% | Q1 2026 | Apr 20, 2026 |
| Blackston Financial Advisory Group, LLC | History | Added to | 23,328 | 6,699 | 4.2% | 4.11% | 544 | +41 | 0.18% | Q1 2026 | Apr 23, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 23,308 | 6,693 | 2.55% | 2.89% | 545 | +2,858 | 13.98% | Q1 2026 | May 15, 2026 |
| Cannon Capital Management, Inc. | History | Added to | 23,183 | 6,657 | 5.41% | 4.87% | 546 | +4,105 | 21.52% | Q1 2026 | May 07, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 23,165 | 6,652 | 0.21% | 0.2% | 547 | +1,543 | 7.14% | Q1 2026 | Apr 08, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 22,740 | 6,530 | 0.96% | 0.61% | 548 | +11,376 | 100.11% | Q1 2026 | May 04, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 22,730 | 6,527 | 1.61% | 1.64% | 549 | -931 | -3.93% | Q1 2026 | May 14, 2026 |
| MBL Wealth, LLC | History | Added to | 22,650 | 6,504 | 0.49% | 0.52% | 550 | +181 | 0.81% | Q1 2026 | Apr 28, 2026 |
| BBR PARTNERS, LLC | History | Reduced | 22,637 | 6,500 | 0.36% | 0.36% | 551 | -407 | -1.77% | Q1 2026 | May 12, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 22,611 | 6,493 | 0.46% | 0.46% | 552 | +1,550 | 7.36% | Q1 2026 | May 14, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 22,606 | 6,492 | 1.43% | 1.79% | 554 | -5,165 | -18.6% | Q1 2026 | Apr 03, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 22,607 | 6,492 | 0.92% | 0.93% | 553 | -486 | -2.1% | Q1 2026 | Apr 15, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 22,514 | 6,465 | 1.29% | 0.37% | 556 | +17,101 | 315.92% | Q1 2026 | May 11, 2026 |
| Continuum Advisory, LLC | History | Added to | 22,515 | 6,465 | 0.62% | 0.64% | 555 | +419 | 1.9% | Q1 2026 | Apr 22, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 22,492 | 6,459 | 0.42% | 0.42% | 557 | +206 | 0.92% | Q1 2026 | Apr 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 22,448 | 6,446 | 0.0% | 0.0% | 558 | +9,948 | 79.58% | Q1 2026 | May 15, 2026 |
| Hidden Cove Wealth Management, LLC | History | Added to | 22,397 | 6,431 | 4.13% | 2.04% | 559 | +11,546 | 106.4% | Q1 2026 | Apr 21, 2026 |
| McAdam, LLC | History | Added to | 22,330 | 6,412 | 0.29% | 0.28% | 560 | +1,372 | 6.55% | Q1 2026 | May 08, 2026 |
| Farrell Financial LLC | History | Reduced | 22,314 | 6,408 | 3.83% | 3.97% | 561 | -885 | -3.81% | Q1 2026 | Apr 13, 2026 |
| Cascades Capital Asset Management, LLC | History | Added to | 22,168 | 6,366 | 2.67% | 2.42% | 562 | +2,264 | 11.37% | Q1 2026 | May 15, 2026 |
| Fiduciary Wealth Partners, LLC | History | Reduced | 22,051 | 6,332 | 4.14% | 6.03% | 563 | -28,650 | -56.51% | Q1 2026 | May 06, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 21,911 | 6,292 | 2.31% | 2.48% | 564 | -1,170 | -5.07% | Q1 2026 | May 08, 2026 |
| Maia Wealth LLC | History | Added to | 21,813 | 6,264 | 1.06% | 0.81% | 565 | +5,810 | 36.31% | Q1 2026 | May 08, 2026 |
| TICINO WEALTH | History | Reduced | 19,351 | 6,263 | 2.18% | 2.18% | 566 | -905 | -4.47% | Q1 2026 | Apr 22, 2026 |
| S.A. Mason LLC | History | Added to | 21,693 | 6,229 | 2.34% | 2.31% | 567 | +1,537 | 7.63% | Q1 2026 | Apr 27, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 21,590 | 6,200 | 0.7% | 0.51% | 568 | -934 | -4.15% | Q1 2026 | May 12, 2026 |
| Latko Wealth Management, Ltd. | History | Added to | 21,447 | 6,159 | 3.0% | 3.04% | 569 | +70 | 0.33% | Q1 2026 | Apr 29, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 21,420 | 6,151 | 0.11% | 0.11% | 570 | +45 | 0.21% | Q1 2026 | Apr 10, 2026 |
| STEPH & CO | History | Reduced | 21,207 | 6,090 | 1.74% | 2.06% | 571 | -3,408 | -13.85% | Q1 2026 | Apr 17, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 20,925 | 6,090 | 3.08% | 3.64% | 572 | -1,350 | -6.06% | Q1 2026 | Apr 08, 2026 |
| Spectrum Investment Advisors, Inc. | History | Added to | 21,019 | 6,036 | 3.0% | 2.93% | 573 | +882 | 4.38% | Q1 2026 | Apr 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 21,005 | 6,032 | 0.02% | 0.02% | 574 | +4,720 | 28.98% | Q1 2026 | May 13, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 20,830 | 5,981 | 1.39% | 1.4% | 575 | -416 | -1.96% | Q1 2026 | May 08, 2026 |
| VANGUARD ADVISERS INC | History | New | 20,817 | 5,978 | 0.02% | — | 576 | +20,817 | New | Q1 2026 | May 08, 2026 |
| NWM ADVISORS, LLC | History | Added to | 20,750 | 5,958 | 5.43% | 2.39% | 577 | +11,292 | 119.39% | Q1 2026 | May 13, 2026 |
| BRIGHTON SECURITIES CORP. | History | Added to | 20,662 | 5,933 | 2.86% | 2.25% | 578 | +4,961 | 31.6% | Q1 2026 | Apr 29, 2026 |
| Capital Advantage, Inc. | History | Added to | 20,599 | 5,915 | 0.77% | 0.75% | 579 | +1,505 | 7.88% | Q1 2026 | Apr 10, 2026 |
| Mason & Associates Inc | History | Added to | 21,041 | 5,910 | 1.14% | 1.09% | 580 | +1,149 | 5.78% | Q1 2026 | Apr 30, 2026 |
| Calamos Advisors LLC | History | New | 20,466 | 5,877 | 0.02% | — | 582 | +20,466 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Added to | 20,466 | 5,877 | 0.2% | 0.2% | 581 | +277 | 1.37% | Q1 2026 | May 04, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 20,433 | 5,867 | 3.92% | 4.02% | 583 | -142 | -0.69% | Q1 2026 | Apr 13, 2026 |
| Retirement Planning Group, LLC | History | Added to | 20,407 | 5,860 | 0.18% | 0.18% | 584 | +1,664 | 8.88% | Q1 2026 | May 04, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Added to | 20,379 | 5,852 | 2.3% | 2.14% | 585 | +838 | 4.29% | Q1 2026 | Apr 07, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 20,308 | 5,832 | 0.02% | 0.03% | 586 | -1,466 | -6.73% | Q1 2026 | May 13, 2026 |
| One Capital Management, LLC | History | Reduced | 20,286 | 5,825 | 0.16% | 0.18% | 587 | -394 | -1.91% | Q1 2026 | May 12, 2026 |
| AMARA FINANCIAL, LLC. | History | Reduced | 20,282 | 5,824 | 4.01% | 4.21% | 588 | -662 | -3.16% | Q1 2026 | May 07, 2026 |
| RFG Advisory, LLC | History | Added to | 20,176 | 5,794 | 0.11% | 0.09% | 589 | +4,368 | 27.63% | Q1 2026 | Apr 17, 2026 |
| RKL Wealth Management LLC | History | Added to | 20,174 | 5,793 | 0.52% | 0.48% | 590 | +64 | 0.32% | Q1 2026 | Apr 24, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 20,143 | 5,784 | 0.3% | 0.31% | 591 | -4,034 | -16.69% | Q1 2026 | Apr 28, 2026 |
| SCS Capital Management LLC | History | Reduced | 20,091 | 5,769 | 0.06% | 0.06% | 592 | -86 | -0.43% | Q1 2026 | May 11, 2026 |
| Kendall Capital Management | History | Added to | 20,055 | 5,759 | 1.18% | 1.22% | 593 | +13 | 0.06% | Q1 2026 | Apr 24, 2026 |
| BEARING POINT CAPITAL, LLC | History | Reduced | 20,038 | 5,754 | 0.9% | 0.93% | 594 | -374 | -1.83% | Q1 2026 | May 07, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 18,607 | 5,738 | 2.28% | 2.26% | 595 | -665 | -3.45% | Q1 2026 | Apr 27, 2026 |
| Capital Management Associates, Inc | History | Reduced | 19,769 | 5,677 | 1.28% | 1.36% | 596 | -1,481 | -6.97% | Q1 2026 | Apr 22, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 19,715 | 5,662 | 2.11% | 2.09% | 597 | +490 | 2.55% | Q1 2026 | Apr 13, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 19,683 | 5,650 | 0.58% | 0.55% | 598 | +1,612 | 8.92% | Q1 2026 | May 06, 2026 |
| MATHER GROUP, LLC. | History | Added to | 19,663 | 5,646 | 0.06% | 0.05% | 599 | +1,921 | 10.83% | Q1 2026 | Apr 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 19,424 | 5,578 | 0.03% | 0.03% | 600 | -1,459 | -6.99% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 19,424 | 5,578 | 2.74% | 2.74% | 601 | +511 | 2.7% | Q1 2026 | Apr 14, 2026 |
| BKM Wealth Management, LLC | History | Added to | 19,371 | 5,563 | 2.03% | 2.03% | 602 | +277 | 1.45% | Q1 2026 | Apr 22, 2026 |
| MERIDIAN MANAGEMENT CO | History | Reduced | 19,369 | 5,562 | 1.38% | 1.39% | 603 | -41 | -0.21% | Q1 2026 | May 05, 2026 |
| Narus Financial Partners, LLC | History | Added to | 19,352 | 5,557 | 1.46% | 1.52% | 604 | +322 | 1.69% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 19,296 | 5,541 | 1.52% | 1.51% | 605 | +1,325 | 7.37% | Q1 2026 | May 13, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 19,067 | 5,475 | 1.24% | 1.22% | 606 | +415 | 2.22% | Q1 2026 | Apr 15, 2026 |
| Ehrenkranz Partners L.P. | History | Added to | 19,032 | 5,465 | 4.32% | 6.02% | 607 | +730 | 3.99% | Q1 2026 | May 15, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 18,965 | 5,446 | 0.21% | 0.21% | 608 | -154 | -0.81% | Q1 2026 | Apr 16, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 19,368 | 5,441 | 0.2% | 0.17% | 609 | +4,461 | 29.93% | Q1 2026 | May 15, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 18,929 | 5,436 | 0.53% | — | 610 | +18,929 | New | Q1 2026 | May 12, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 18,876 | 5,420 | 0.34% | 0.3% | 611 | +2,803 | 17.44% | Q1 2026 | Apr 27, 2026 |
| Orin Green Financial, LLC | History | Added to | 18,795 | 5,397 | 2.21% | 2.17% | 612 | +108 | 0.58% | Q1 2026 | Apr 29, 2026 |
| CITY HOLDING CO | History | Added to | 18,730 | 5,378 | 0.67% | 0.64% | 613 | +883 | 4.95% | Q1 2026 | Apr 15, 2026 |
| Weil Company, Inc. | History | Added to | 18,683 | 5,365 | 1.2% | 1.14% | 614 | +1,532 | 8.93% | Q1 2026 | Apr 15, 2026 |
| May Hill Capital, LLC | History | Reduced | 18,666 | 5,360 | 1.35% | 1.55% | 615 | -1,089 | -5.51% | Q1 2026 | May 06, 2026 |
| Gleason Group, Inc. | History | Added to | 18,624 | 5,348 | 0.53% | 0.53% | 616 | +18 | 0.1% | Q1 2026 | May 04, 2026 |
| FineMark National Bank & Trust | History | No change | 18,395 | 5,338 | 0.17% | 0.17% | 617 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | Added to | 18,535 | 5,322 | 5.79% | 6.87% | 618 | +56 | 0.3% | Q1 2026 | May 15, 2026 |
| Petros Family Wealth, LLC | History | Added to | 18,462 | 5,302 | 3.78% | 3.27% | 619 | +1,560 | 9.23% | Q1 2026 | Apr 24, 2026 |
| ADVOCATE GROUP LLC | History | Added to | 18,458 | 5,300 | 0.83% | 0.79% | 620 | +1,682 | 10.03% | Q1 2026 | Apr 13, 2026 |
| Frisch Financial Group, Inc. | History | Reduced | 18,431 | 5,293 | 1.11% | 2.37% | 621 | -18,040 | -49.46% | Q1 2026 | May 05, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 18,405 | 5,285 | 0.56% | 0.59% | 622 | -47 | -0.25% | Q1 2026 | May 11, 2026 |
| Five Pine Wealth Management | History | Added to | 18,401 | 5,284 | 3.29% | 3.42% | 623 | +31 | 0.17% | Q1 2026 | Apr 16, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 18,314 | 5,259 | 0.33% | 0.33% | 624 | +12 | 0.07% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Added to | 18,232 | 5,235 | 0.01% | 0.01% | 625 | +3,758 | 25.96% | Q1 2026 | May 15, 2026 |
| SouthState Bank Corp | History | Added to | 18,211 | 5,229 | 0.24% | 0.22% | 626 | +1,152 | 6.75% | Q1 2026 | May 05, 2026 |
| Keystone Financial Group | History | Added to | 18,133 | 5,207 | 0.36% | 0.39% | 627 | +15 | 0.08% | Q1 2026 | May 13, 2026 |
| Legacy Financial Group LLC | History | Reduced | 18,131 | 5,206 | 0.65% | 0.67% | 628 | -21 | -0.12% | Q1 2026 | May 04, 2026 |
| Fiduciary Alliance LLC | History | Added to | 17,178 | 5,186 | 0.31% | 0.31% | 629 | +631 | 3.81% | Q1 2026 | Apr 20, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 17,954 | 5,156 | 1.16% | 1.41% | 630 | -2,428 | -11.91% | Q1 2026 | May 14, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 17,930 | 5,148 | 1.62% | 1.59% | 631 | +222 | 1.25% | Q1 2026 | Apr 16, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 17,874 | 5,133 | 1.19% | 1.19% | 632 | +481 | 2.77% | Q1 2026 | May 06, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 17,857 | 5,128 | 0.37% | 0.39% | 633 | -1 | -0.01% | Q1 2026 | May 05, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 17,836 | 5,122 | 1.0% | 0.95% | 634 | +710 | 4.15% | Q1 2026 | Apr 15, 2026 |
| Americana Partners, LLC | History | Added to | 17,803 | 5,112 | 0.13% | 0.13% | 635 | +997 | 5.93% | Q1 2026 | May 12, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Added to | 17,796 | 5,110 | 3.14% | 0.79% | 636 | +13,682 | 332.57% | Q1 2026 | May 04, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 17,781 | 5,106 | 0.3% | 0.29% | 637 | +1,030 | 6.15% | Q1 2026 | Apr 30, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 17,758 | 5,099 | 0.71% | 0.69% | 638 | +707 | 4.15% | Q1 2026 | May 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 65,867 | 5,077 | 0.06% | 0.06% | 639 | +49,130 | 293.54% | Q1 2026 | May 06, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 17,584 | 5,049 | 0.29% | 0.31% | 640 | -259 | -1.45% | Q1 2026 | May 14, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 17,529 | 5,034 | 0.73% | 0.73% | 641 | +214 | 1.24% | Q1 2026 | May 13, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 17,337 | 5,031 | 1.06% | 1.06% | 642 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Focus Financial Network, Inc. | History | Added to | 17,519 | 5,030 | 0.18% | 0.15% | 643 | +2,661 | 17.91% | Q1 2026 | Apr 14, 2026 |
| AE Wealth Management LLC | History | Reduced | 17,453 | 5,012 | 0.03% | 0.03% | 644 | -893 | -4.87% | Q1 2026 | May 13, 2026 |
| King Wealth Management Group | History | Reduced | 17,431 | 5,006 | 0.63% | 0.63% | 645 | -516 | -2.88% | Q1 2026 | May 04, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 17,403 | 4,997 | 1.63% | 1.55% | 647 | +1,382 | 8.63% | Q1 2026 | May 08, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 17,402 | 4,997 | 0.06% | 0.06% | 646 | -581 | -3.23% | Q1 2026 | May 01, 2026 |
| Veridan Wealth LLC | History | Added to | 17,369 | 4,988 | 1.84% | 1.67% | 648 | +271 | 1.58% | Q1 2026 | May 15, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 17,358 | 4,984 | 1.76% | 1.82% | 649 | +78 | 0.45% | Q1 2026 | Apr 08, 2026 |
| Vise Technologies, Inc. | History | No change | 17,075 | 4,955 | 0.1% | 0.1% | 650 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 17,119 | 4,916 | 0.97% | 0.98% | 651 | +1,135 | 7.1% | Q1 2026 | Apr 20, 2026 |
| Marathon Strategic Advisors, LLC | History | Reduced | 17,087 | 4,907 | 3.53% | 3.79% | 652 | -21 | -0.12% | Q1 2026 | Apr 15, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 16,919 | 4,858 | 1.35% | 1.44% | 653 | -349 | -2.02% | Q1 2026 | Apr 27, 2026 |
| Vickerman Investment Advisors, Inc. | History | Reduced | 16,905 | 4,854 | 1.02% | 0.99% | 654 | -185 | -1.08% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 16,863 | 4,842 | 0.01% | 0.0% | 655 | +11,937 | 242.33% | Q1 2026 | May 15, 2026 |
| WP Advisors, LLC | History | Reduced | 16,845 | 4,837 | 1.25% | 1.22% | 656 | -91 | -0.54% | Q1 2026 | May 04, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 16,812 | 4,827 | 0.49% | 0.46% | 657 | +2,364 | 16.36% | Q1 2026 | Apr 30, 2026 |
| Rockingstone Advisors LLC | History | Reduced | 16,690 | 4,793 | 2.2% | 2.21% | 658 | -10 | -0.06% | Q1 2026 | Apr 09, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 16,666 | 4,786 | 0.08% | 0.03% | 659 | +10,740 | 181.24% | Q1 2026 | Apr 20, 2026 |
| Secure Asset Management, LLC | History | Added to | 16,559 | 4,755 | 0.75% | 0.29% | 660 | +10,284 | 163.89% | Q1 2026 | Apr 09, 2026 |
| Factor Wealth Management LTD | History | Reduced | 16,504 | 4,739 | 0.89% | 1.45% | 661 | -6,607 | -28.59% | Q1 2026 | Apr 20, 2026 |
| Hofer & Associates. Inc | History | Added to | 16,438 | 4,720 | 2.54% | 2.47% | 662 | +388 | 2.42% | Q1 2026 | Apr 21, 2026 |
| Mokosak Advisory Group, LLC | History | Added to | 16,385 | 4,706 | 1.18% | 1.16% | 663 | +432 | 2.71% | Q1 2026 | Apr 28, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 16,385 | 4,705 | 0.04% | 0.03% | 664 | +997 | 6.48% | Q1 2026 | May 11, 2026 |
| Mittelman Wealth Management | History | Added to | 16,356 | 4,697 | 2.93% | 2.89% | 665 | +1,034 | 6.75% | Q1 2026 | May 15, 2026 |
| Boston Trust Walden Corp | History | Reduced | 16,254 | 4,667 | 0.04% | 0.04% | 666 | -315 | -1.9% | Q1 2026 | Apr 24, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 16,071 | 4,615 | 2.52% | 2.61% | 667 | -467 | -2.82% | Q1 2026 | Apr 21, 2026 |
| CAP Partners, LLC | History | Added to | 16,021 | 4,600 | 2.6% | 2.5% | 668 | +801 | 5.26% | Q1 2026 | Apr 28, 2026 |
| PAX Financial Group, LLC | History | Reduced | 16,018 | 4,599 | 0.78% | 0.9% | 669 | -1,934 | -10.77% | Q1 2026 | Apr 27, 2026 |
| WEST BANCORPORATION INC | History | Added to | 15,959 | 4,583 | 2.29% | 1.89% | 670 | +3,555 | 28.66% | Q1 2026 | Apr 23, 2026 |
| Brookstone Capital Management | History | Added to | 15,962 | 4,583 | 0.05% | 0.05% | 671 | +1,014 | 6.78% | Q1 2026 | Apr 16, 2026 |
| LongView Wealth Management | History | Reduced | 15,056 | 4,545 | 1.14% | 1.13% | 672 | -598 | -3.82% | Q1 2026 | Apr 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 15,785 | 4,533 | 0.11% | 0.07% | 673 | +5,520 | 53.77% | Q1 2026 | May 15, 2026 |
| Krilogy Financial LLC | History | Reduced | 14,957 | 4,528 | 0.15% | 0.16% | 674 | -258 | -1.7% | Q1 2026 | Apr 17, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 15,758 | 4,525 | 0.66% | 0.67% | 675 | -574 | -3.51% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 15,722 | 4,515 | 0.31% | 0.3% | 676 | +533 | 3.51% | Q1 2026 | Apr 21, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 15,700 | 4,508 | 0.32% | 0.35% | 677 | -7,189 | -31.41% | Q1 2026 | May 11, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 15,458 | 4,439 | 0.07% | 0.06% | 678 | +1,894 | 13.96% | Q1 2026 | May 15, 2026 |
| Ascent Group, LLC | History | Reduced | 15,344 | 4,406 | 0.15% | 0.16% | 679 | -316 | -2.02% | Q1 2026 | May 15, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 15,330 | 4,402 | 0.39% | 0.43% | 680 | -1,472 | -8.76% | Q1 2026 | May 12, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 15,170 | 4,402 | 0.2% | 0.2% | 681 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Reduced | 15,301 | 4,394 | 2.91% | 2.95% | 682 | -175 | -1.13% | Q1 2026 | May 18, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 15,264 | 4,383 | 0.49% | 0.47% | 683 | +503 | 3.41% | Q1 2026 | Apr 16, 2026 |
| Vista Cima Wealth Management LLC | History | Reduced | 15,152 | 4,351 | 4.3% | 4.77% | 684 | -4,558 | -23.13% | Q1 2026 | May 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 15,138 | 4,347 | 0.22% | 0.22% | 685 | +471 | 3.21% | Q1 2026 | Apr 23, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 15,114 | 4,340 | 0.09% | 0.08% | 686 | +97 | 0.65% | Q1 2026 | Apr 15, 2026 |
| LexAurum Advisors, LLC | History | New | 15,015 | 4,312 | 0.56% | — | 687 | +15,015 | New | Q1 2026 | Apr 13, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 14,962 | 4,296 | 1.98% | 1.91% | 688 | +553 | 3.84% | Q1 2026 | Apr 22, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 14,926 | 4,286 | 0.75% | 0.76% | 689 | +104 | 0.7% | Q1 2026 | Apr 23, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 14,902 | 4,279 | 0.59% | 0.66% | 690 | -552 | -3.57% | Q1 2026 | Apr 24, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 14,734 | 4,276 | 0.47% | 0.47% | 691 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 14,865 | 4,269 | 2.79% | 2.66% | 692 | +980 | 7.06% | Q1 2026 | May 07, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 14,715 | 4,266 | 0.38% | 0.39% | 693 | -84 | -0.57% | Q1 2026 | May 11, 2026 |
| Fjell Capital, LLC | History | Added to | 14,850 | 4,264 | 3.28% | 3.25% | 694 | +260 | 1.78% | Q1 2026 | Apr 15, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 14,845 | 4,263 | 2.77% | 2.82% | 695 | -395 | -2.59% | Q1 2026 | May 11, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 14,739 | 4,232 | 0.11% | 0.11% | 696 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Family Legacy, Inc. | History | Reduced | 14,703 | 4,222 | 1.27% | 1.5% | 697 | -2,559 | -14.82% | Q1 2026 | May 12, 2026 |
| Innovative Wealth Building LLC | History | Added to | 14,691 | 4,219 | 2.97% | 2.96% | 698 | +698 | 4.99% | Q1 2026 | May 01, 2026 |
| Ameraudi Asset Management, Inc. | History | Reduced | 14,651 | 4,207 | 2.29% | 2.94% | 699 | -3,761 | -20.43% | Q1 2026 | May 15, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 14,603 | 4,193 | 0.88% | 0.92% | 700 | -689 | -4.51% | Q1 2026 | Apr 13, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 14,577 | 4,186 | 1.18% | 1.1% | 701 | +1,096 | 8.13% | Q1 2026 | May 01, 2026 |
| Capital Analysts, LLC | History | Added to | 14,569 | 4,184 | 0.11% | 0.07% | 702 | +5,869 | 67.46% | Q1 2026 | May 14, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 14,544 | 4,177 | 3.42% | 3.27% | 703 | -1,566 | -9.72% | Q1 2026 | May 13, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 14,488 | 4,160 | 0.99% | 1.09% | 704 | -932 | -6.04% | Q1 2026 | May 12, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 14,476 | 4,157 | 5.08% | 5.09% | 705 | -1,879 | -11.49% | Q1 2026 | May 05, 2026 |
| Fogel Capital Management, Inc. | History | Added to | 14,472 | 4,156 | 1.9% | 1.92% | 706 | +83 | 0.58% | Q1 2026 | May 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 14,433 | 4,144 | 0.07% | 0.07% | 707 | +305 | 2.16% | Q1 2026 | Apr 22, 2026 |
| Stratos Investment Management, LLC | History | Added to | 14,417 | 4,140 | 0.17% | 0.13% | 708 | +3,217 | 28.72% | Q1 2026 | Apr 28, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 14,408 | 4,137 | 0.08% | 0.09% | 709 | -343 | -2.33% | Q1 2026 | Apr 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 14,345 | 4,119 | 0.25% | 0.26% | 710 | +214 | 1.51% | Q1 2026 | Apr 13, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 14,342 | 4,118 | 3.39% | 3.51% | 711 | -443 | -3.0% | Q1 2026 | Apr 28, 2026 |
| M3 Wealth Management, LLC | History | Added to | 14,328 | 4,114 | 3.17% | 3.06% | 712 | +1,396 | 10.79% | Q1 2026 | May 05, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 14,315 | 4,110 | 1.07% | 1.09% | 713 | -284 | -1.95% | Q1 2026 | Apr 15, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 14,277 | 4,100 | 0.13% | 0.13% | 714 | +682 | 5.02% | Q1 2026 | May 08, 2026 |
| SPINNAKER TRUST | History | Reduced | 14,274 | 4,099 | 0.23% | 0.32% | 715 | -6,119 | -30.01% | Q1 2026 | Apr 23, 2026 |
| IFP Advisors, Inc | History | Added to | 14,213 | 4,081 | 0.08% | 0.08% | 716 | +1,717 | 13.74% | Q1 2026 | Apr 13, 2026 |
| RW Investment Management LLC | History | New | 14,181 | 4,072 | 0.39% | — | 717 | +14,181 | New | Q1 2026 | Apr 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 14,147 | 4,062 | 0.18% | 0.18% | 718 | +1,097 | 8.41% | Q1 2026 | Apr 28, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 14,114 | 4,053 | 0.17% | 0.18% | 719 | -27 | -0.19% | Q1 2026 | May 12, 2026 |
| Anson Capital, Inc. | History | Added to | 14,090 | 4,046 | 2.77% | 2.91% | 720 | +291 | 2.11% | Q1 2026 | May 13, 2026 |
| Partners in Financial Planning | History | Reduced | 14,080 | 4,043 | 0.67% | 0.7% | 721 | -82 | -0.58% | Q1 2026 | May 11, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 14,033 | 4,029 | 0.66% | 0.68% | 722 | +40 | 0.29% | Q1 2026 | Apr 21, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 14,007 | 4,022 | 0.02% | 0.02% | 723 | +162 | 1.17% | Q1 2026 | Apr 30, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 13,985 | 4,016 | 0.69% | 0.69% | 724 | -33 | -0.24% | Q1 2026 | May 04, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 13,282 | 4,010 | 0.23% | 0.23% | 725 | -108 | -0.81% | Q1 2026 | Apr 20, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 13,939 | 4,003 | 0.01% | 0.01% | 726 | -587 | -4.04% | Q1 2026 | May 05, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 13,847 | 3,976 | 0.36% | 0.37% | 727 | -168 | -1.2% | Q1 2026 | May 04, 2026 |
| BCM ADVISORS, LLC | History | Added to | 51,533 | 3,972 | 0.78% | 0.71% | 728 | +39,193 | 317.61% | Q1 2026 | May 05, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Added to | 13,826 | 3,970 | 0.57% | 0.6% | 729 | +119 | 0.87% | Q1 2026 | Apr 13, 2026 |
| MY Wealth Management Inc. | History | Added to | 15,316 | 3,961 | 3.83% | 3.62% | 730 | +1,005 | 7.02% | Q1 2026 | May 01, 2026 |
| Macco Financial Group, Inc. | History | Reduced | 13,737 | 3,944 | 2.99% | 3.86% | 731 | -1,755 | -11.33% | Q1 2026 | Apr 23, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 13,675 | 3,927 | 0.02% | 0.02% | 732 | -846 | -5.83% | Q1 2026 | Apr 22, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 13,664 | 3,923 | 0.09% | 0.1% | 733 | -560 | -3.94% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 13,637 | 3,922 | 0.21% | 0.19% | 734 | -654 | -4.58% | Q1 2026 | May 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 13,596 | 3,904 | 0.11% | 0.08% | 735 | +3,295 | 31.99% | Q1 2026 | Apr 28, 2026 |
| Ellenbecker Investment Group | History | Added to | 13,551 | 3,891 | 0.52% | 0.55% | 736 | +44 | 0.33% | Q1 2026 | Apr 23, 2026 |
| Diversified Trust Co | History | Reduced | 13,473 | 3,869 | 0.07% | 0.08% | 737 | -665 | -4.7% | Q1 2026 | Apr 16, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 49,905 | 3,858 | 0.64% | 0.41% | 738 | +41,627 | 502.86% | Q1 2026 | May 08, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 53,730 | 3,857 | 0.01% | 0.03% | 739 | -1,795 | -3.23% | Q1 2026 | May 14, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 13,416 | 3,852 | 0.34% | — | 740 | +13,416 | New | Q1 2026 | May 06, 2026 |
| First American Bank | History | Added to | 13,378 | 3,841 | 0.24% | 0.22% | 741 | +1,026 | 8.31% | Q1 2026 | Apr 20, 2026 |
| Compound Planning, Inc. | History | Reduced | 13,329 | 3,827 | 0.12% | 0.36% | 742 | -28,706 | -68.29% | Q1 2026 | May 14, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | No change | 13,320 | 3,825 | 2.29% | 1.94% | 743 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FreeGulliver LLC | History | Added to | 13,164 | 3,780 | 1.59% | 1.41% | 744 | +6 | 0.05% | Q1 2026 | May 15, 2026 |
| United Financial Planning Group LLC | History | Reduced | 13,077 | 3,755 | 2.22% | 2.34% | 745 | -223 | -1.68% | Q1 2026 | May 08, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 13,056 | 3,749 | 1.69% | 1.64% | 746 | +606 | 4.87% | Q1 2026 | Apr 24, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 13,032 | 3,742 | 0.4% | 0.43% | 747 | -37 | -0.28% | Q1 2026 | Apr 14, 2026 |
| Omnia Family Wealth, LLC | History | Added to | 12,991 | 3,730 | 1.18% | 1.1% | 748 | +122 | 0.95% | Q1 2026 | May 07, 2026 |
| Covington Investment Advisors Inc. | History | Added to | 12,938 | 3,716 | 0.55% | 0.48% | 749 | +883 | 7.32% | Q1 2026 | May 12, 2026 |
| Duncan Williams Asset Management, LLC | History | Added to | 12,864 | 3,694 | 1.02% | 0.95% | 750 | +84 | 0.66% | Q1 2026 | May 05, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 12,857 | 3,692 | 2.5% | 2.57% | 751 | +285 | 2.27% | Q1 2026 | May 05, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 12,774 | 3,668 | 0.07% | 0.07% | 752 | -94 | -0.73% | Q1 2026 | May 12, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 12,743 | 3,659 | 0.01% | 0.01% | 753 | -883 | -6.48% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 12,726 | 3,654 | 0.1% | 0.1% | 755 | +2,419 | 23.47% | Q1 2026 | May 11, 2026 |
| GoalFusion Wealth Management, LLC | History | Added to | 12,727 | 3,654 | 1.66% | 1.61% | 754 | +748 | 6.24% | Q1 2026 | Apr 14, 2026 |
| Good Steward Wealth Advisors,LLC | History | Added to | 12,711 | 3,650 | 2.35% | 2.31% | 756 | +667 | 5.54% | Q1 2026 | May 04, 2026 |
| Legacy Advisors, LLC | History | Reduced | 12,709 | 3,649 | 0.43% | 0.41% | 757 | -566 | -4.26% | Q1 2026 | May 05, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 12,696 | 3,646 | 0.72% | 0.74% | 758 | +191 | 1.53% | Q1 2026 | May 12, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 12,667 | 3,637 | 0.91% | 0.97% | 759 | -450 | -3.43% | Q1 2026 | May 05, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 12,635 | 3,628 | 0.39% | 0.35% | 760 | +1,038 | 8.95% | Q1 2026 | Apr 15, 2026 |
| Ridgewood Investments LLC | History | New | 12,583 | 3,613 | 1.48% | — | 761 | +12,583 | New | Q1 2026 | Apr 03, 2026 |
| Grandview Asset Management LLC | History | Reduced | 12,585 | 3,593 | 1.05% | 1.11% | 762 | -1,328 | -9.55% | Q1 2026 | May 07, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 12,494 | 3,588 | 0.02% | 0.01% | 763 | +724 | 6.15% | Q1 2026 | May 14, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 12,473 | 3,581 | 0.11% | 0.11% | 764 | -124 | -0.98% | Q1 2026 | Apr 24, 2026 |
| Sovran Advisors, LLC | History | Added to | 46,067 | 3,561 | 0.28% | 0.26% | 765 | +35,928 | 354.35% | Q1 2026 | May 01, 2026 |
| Beckerman Institutional, LLC | History | Added to | 12,357 | 3,548 | 1.89% | 1.94% | 766 | +445 | 3.74% | Q1 2026 | May 04, 2026 |
| UMB Bank, n.a. | History | Added to | 12,341 | 3,544 | 0.05% | 0.04% | 767 | +1,036 | 9.16% | Q1 2026 | May 11, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 12,344 | 3,544 | 1.35% | 1.35% | 768 | +667 | 5.71% | Q1 2026 | Apr 21, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 12,327 | 3,540 | 0.05% | 0.06% | 769 | -1,280 | -9.41% | Q1 2026 | May 05, 2026 |
| Richmond Investment Services, LLC | History | Added to | 12,323 | 3,539 | 0.57% | 0.27% | 770 | +6,853 | 125.28% | Q1 2026 | Apr 29, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 12,319 | 3,537 | 0.71% | 0.66% | 771 | +992 | 8.76% | Q1 2026 | May 14, 2026 |
| Carrera Capital Advisors | History | Added to | 12,310 | 3,535 | 0.54% | 0.6% | 772 | +44 | 0.36% | Q1 2026 | May 04, 2026 |
| Charles Schwab Trust Co | History | Reduced | 12,286 | 3,528 | 0.23% | 0.25% | 773 | -1,000 | -7.53% | Q1 2026 | Apr 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 12,250 | 3,518 | 0.08% | 0.07% | 774 | +1,763 | 16.81% | Q1 2026 | May 15, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 12,213 | 3,507 | 0.12% | 0.12% | 775 | +686 | 5.95% | Q1 2026 | Apr 17, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Reduced | 12,190 | 3,500 | 0.53% | 1.05% | 776 | -16,755 | -57.89% | Q1 2026 | May 01, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 12,143 | 3,487 | 0.12% | 0.12% | 777 | +841 | 7.44% | Q1 2026 | May 06, 2026 |
| Financial Planning Hawaii, Inc. | History | Added to | 12,063 | 3,464 | 2.04% | 1.97% | 779 | +310 | 2.64% | Q1 2026 | Apr 21, 2026 |
| Boyd Wealth Management, LLC | History | Reduced | 12,065 | 3,464 | 1.46% | 1.5% | 778 | -102 | -0.84% | Q1 2026 | Apr 20, 2026 |
| City State Bank | History | Added to | 12,058 | 3,462 | 0.9% | 0.92% | 780 | +533 | 4.62% | Q1 2026 | Apr 20, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 11,938 | 3,428 | 0.2% | 0.2% | 781 | -13 | -0.11% | Q1 2026 | Apr 17, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 11,930 | 3,426 | 0.94% | 0.95% | 782 | +506 | 4.43% | Q1 2026 | May 05, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 44,714 | 3,425 | 2.05% | 1.72% | 783 | +35,549 | 387.88% | Q1 2026 | Apr 23, 2026 |
| GEM Asset Management, LLC | History | Added to | 11,915 | 3,421 | 1.51% | 1.56% | 784 | +52 | 0.44% | Q1 2026 | Apr 10, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 11,813 | 3,392 | 0.19% | 0.2% | 785 | +10,675 | 938.05% | Q1 2026 | May 11, 2026 |
| WealthTrust Asset Management, LLC | History | Reduced | 11,770 | 3,380 | 2.02% | 2.4% | 786 | -89 | -0.75% | Q1 2026 | May 06, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 11,700 | 3,360 | 0.09% | 0.07% | 788 | +2,938 | 33.53% | Q1 2026 | May 14, 2026 |
| Sepio Capital, LP | History | Added to | 11,702 | 3,360 | 0.18% | 0.17% | 787 | +729 | 6.64% | Q1 2026 | May 13, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 11,692 | 3,358 | 0.27% | 0.25% | 789 | +714 | 6.5% | Q1 2026 | May 15, 2026 |
| Optas, LLC | History | Reduced | 11,654 | 3,346 | 0.51% | 0.53% | 790 | -110 | -0.94% | Q1 2026 | Apr 24, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 11,637 | 3,342 | 0.81% | 0.82% | 791 | +105 | 0.91% | Q1 2026 | Apr 10, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 11,603 | 3,332 | 0.06% | 0.06% | 792 | -276 | -2.32% | Q1 2026 | May 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 11,597 | 3,330 | 0.87% | 0.76% | 793 | +80 | 0.69% | Q1 2026 | May 11, 2026 |
| Bank of Marin | History | No change | 11,595 | 3,329 | 2.43% | 2.32% | 794 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Downshift Financial, LLC | History | Added to | 43,819 | 3,327 | 1.72% | 1.62% | 795 | +34,862 | 389.22% | Q1 2026 | Apr 29, 2026 |
| CHILTON INVESTMENT CO INC. | History | Added to | 11,581 | 3,325 | 0.08% | 0.0% | 796 | +10,826 | 1433.91% | Q1 2026 | May 15, 2026 |
| Columbia Asset Management | History | Added to | 11,561 | 3,320 | 0.63% | 0.56% | 797 | +707 | 6.51% | Q1 2026 | Apr 20, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 11,556 | 3,318 | 0.1% | 0.1% | 798 | -125 | -1.07% | Q1 2026 | May 13, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 11,520 | 3,308 | 0.56% | 0.6% | 799 | -738 | -6.02% | Q1 2026 | Apr 21, 2026 |
| MCF Advisors LLC | History | Added to | 11,478 | 3,296 | 0.14% | 0.18% | 800 | +30 | 0.26% | Q1 2026 | May 11, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 11,429 | 3,282 | 0.4% | 0.41% | 801 | -141 | -1.22% | Q1 2026 | Apr 23, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 11,355 | 3,261 | 0.23% | 0.23% | 802 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Affiance Financial, LLC | History | Added to | 11,343 | 3,257 | 0.53% | 0.46% | 803 | +1,496 | 15.19% | Q1 2026 | Apr 14, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 11,336 | 3,255 | 1.18% | 1.2% | 804 | -641 | -5.35% | Q1 2026 | May 11, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 11,287 | 3,241 | 0.19% | 0.19% | 805 | +247 | 2.24% | Q1 2026 | May 12, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 11,280 | 3,239 | 1.08% | 1.12% | 806 | +240 | 2.17% | Q1 2026 | May 11, 2026 |
| MAYPORT, LLC | History | Added to | 11,277 | 3,238 | 0.6% | 0.44% | 807 | +3,760 | 50.02% | Q1 2026 | Apr 21, 2026 |
| Magnus Financial Group LLC | History | Reduced | 11,212 | 3,219 | 0.26% | 0.25% | 808 | -212 | -1.86% | Q1 2026 | Apr 10, 2026 |
| VestGen Advisors, LLC | History | Added to | 41,581 | 3,210 | 0.09% | 0.11% | 809 | +32,761 | 371.44% | Q1 2026 | May 14, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 11,174 | 3,209 | 0.32% | 0.35% | 810 | -1,077 | -8.79% | Q1 2026 | May 14, 2026 |
| TSFG, LLC | History | Reduced | 11,146 | 3,201 | 0.49% | 0.52% | 811 | -896 | -7.44% | Q1 2026 | Apr 27, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 11,145 | 3,200 | 0.13% | 0.11% | 812 | +978 | 9.62% | Q1 2026 | May 14, 2026 |
| Aureus Asset Management, LLC | History | Added to | 11,108 | 3,190 | 0.21% | 0.16% | 813 | +2,225 | 25.05% | Q1 2026 | May 13, 2026 |
| Objective Capital Management, LLC | History | Reduced | 11,104 | 3,188 | 3.22% | 3.37% | 814 | -289 | -2.54% | Q1 2026 | May 04, 2026 |
| Atria Investments, Inc | History | Reduced | 11,062 | 3,176 | 0.04% | 0.07% | 815 | -10,410 | -48.48% | Q1 2026 | May 05, 2026 |
| StoneX Group Inc. | History | Reduced | 10,999 | 3,170 | 0.17% | 0.24% | 816 | -8,074 | -42.33% | Q1 2026 | May 14, 2026 |
| MAIRS & POWER INC | History | Added to | 10,997 | 3,158 | 0.03% | 0.01% | 817 | +8,902 | 424.92% | Q1 2026 | May 13, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Reduced | 10,974 | 3,151 | 1.79% | 1.99% | 818 | -26 | -0.24% | Q1 2026 | Apr 16, 2026 |
| NWF Advisory Services Inc. | History | Added to | 10,965 | 3,149 | 0.36% | 0.35% | 819 | +195 | 1.81% | Q1 2026 | May 04, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Reduced | 10,960 | 3,147 | 1.1% | 1.1% | 820 | -151 | -1.36% | Q1 2026 | Apr 21, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | No change | 10,950 | 3,144 | 0.33% | 0.34% | 821 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 10,941 | 3,142 | 0.73% | 0.74% | 822 | -113 | -1.02% | Q1 2026 | Apr 17, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 10,939 | 3,141 | 0.8% | 0.85% | 823 | +170 | 1.58% | Q1 2026 | Apr 27, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 10,917 | 3,135 | 0.44% | 0.18% | 824 | +6,273 | 135.08% | Q1 2026 | May 15, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 10,911 | 3,133 | 0.21% | 0.19% | 825 | +222 | 2.08% | Q1 2026 | May 21, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 10,880 | 3,124 | 0.42% | 0.43% | 826 | -6 | -0.06% | Q1 2026 | Apr 08, 2026 |
| Allegheny Financial Group | History | Added to | 10,861 | 3,119 | 0.42% | 0.4% | 827 | +1,631 | 17.67% | Q1 2026 | Apr 16, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 10,859 | 3,118 | 0.03% | 0.02% | 828 | +4,435 | 69.04% | Q1 2026 | May 14, 2026 |
| RMG Wealth Management LLC | History | Added to | 39,805 | 3,106 | 0.36% | 0.26% | 829 | +33,142 | 497.4% | Q1 2026 | May 14, 2026 |
| Financial Planning Fort Collins, LLC | History | Added to | 40,416 | 3,101 | 2.32% | 2.41% | 830 | +30,970 | 327.86% | Q1 2026 | Apr 27, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 10,786 | 3,097 | 0.24% | 0.24% | 831 | +705 | 6.99% | Q1 2026 | May 01, 2026 |
| Fusion Family Wealth, LLC | History | Reduced | 10,697 | 3,072 | 0.23% | 0.25% | 832 | -541 | -4.81% | Q1 2026 | May 05, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 10,667 | 3,063 | 0.09% | 0.09% | 833 | +427 | 4.17% | Q1 2026 | Apr 21, 2026 |
| Scott & Selber, Inc. | History | Added to | 10,662 | 3,061 | 0.79% | 0.75% | 834 | +337 | 3.26% | Q1 2026 | Apr 16, 2026 |
| PKS Advisory Services, LLC | History | Added to | 10,629 | 3,052 | 0.71% | 0.65% | 835 | +845 | 8.64% | Q1 2026 | May 13, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 10,554 | 3,030 | 0.32% | 0.29% | 836 | +806 | 8.27% | Q1 2026 | Apr 21, 2026 |
| WELCH & FORBES LLC | History | Added to | 10,496 | 3,014 | 0.04% | 0.04% | 837 | +22 | 0.21% | Q1 2026 | May 01, 2026 |
| TRUST CO OF VERMONT | History | No change | 10,386 | 3,014 | 0.13% | 0.13% | 838 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| My Personal CFO, LLC | History | Reduced | 10,486 | 3,011 | 1.32% | 1.4% | 839 | -1,092 | -9.43% | Q1 2026 | Apr 21, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 10,405 | 2,987 | 0.88% | 0.88% | 840 | +343 | 3.41% | Q1 2026 | Apr 16, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 10,364 | 2,976 | 0.56% | 0.51% | 841 | -81 | -0.78% | Q1 2026 | May 20, 2026 |
| Financial Freedom, LLC | History | Added to | 10,350 | 2,972 | 1.48% | 1.49% | 842 | +20 | 0.19% | Q1 2026 | Apr 30, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 10,341 | 2,969 | 0.1% | 0.1% | 843 | +357 | 3.58% | Q1 2026 | Apr 20, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 10,266 | 2,948 | 0.03% | 0.06% | 845 | -5,548 | -35.08% | Q1 2026 | May 13, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 10,268 | 2,948 | 0.19% | 0.28% | 844 | -4,121 | -28.64% | Q1 2026 | Apr 27, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 10,254 | 2,944 | 1.16% | 1.22% | 846 | -214 | -2.04% | Q1 2026 | Apr 08, 2026 |
| Balentine LLC | History | Reduced | 10,225 | 2,936 | 0.12% | 0.11% | 847 | -84 | -0.81% | Q1 2026 | Apr 24, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 10,222 | 2,935 | 0.36% | 0.35% | 848 | +192 | 1.91% | Q1 2026 | May 05, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 10,186 | 2,925 | 0.17% | 0.24% | 849 | -3,874 | -27.55% | Q1 2026 | Apr 30, 2026 |
| PFG Investments, LLC | History | Added to | 10,140 | 2,912 | 0.14% | 0.14% | 850 | +248 | 2.51% | Q1 2026 | Apr 27, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 10,139 | 2,911 | 2.29% | 1.9% | 851 | +2,244 | 28.42% | Q1 2026 | May 05, 2026 |
| SWP FINANCIAL LLC | History | Added to | 10,106 | 2,902 | 1.48% | 1.47% | 852 | +8 | 0.08% | Q1 2026 | Apr 17, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | Reduced | 10,100 | 2,900 | 2.31% | 2.38% | 853 | -178 | -1.73% | Q1 2026 | May 12, 2026 |
| Sincerus Advisory, LLC | History | Added to | 10,088 | 2,897 | 2.2% | 2.29% | 854 | +286 | 2.92% | Q1 2026 | Apr 06, 2026 |
| Hilltop Holdings Inc. | History | Added to | 10,078 | 2,894 | 0.26% | 0.16% | 855 | +677 | 7.2% | Q1 2026 | May 14, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | Reduced | 10,072 | 2,892 | 2.73% | 2.86% | 856 | -638 | -5.96% | Q1 2026 | May 15, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Reduced | 9,988 | 2,867 | 0.38% | 0.46% | 857 | -168 | -1.65% | Q1 2026 | Apr 08, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 9,964 | 2,862 | 0.19% | 0.18% | 858 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 9,932 | 2,852 | 0.95% | 1.03% | 859 | -711 | -6.68% | Q1 2026 | May 05, 2026 |
| Certified Advisory Corp | History | Added to | 9,929 | 2,851 | 0.26% | 0.24% | 860 | +690 | 7.47% | Q1 2026 | Apr 17, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 9,907 | 2,845 | 0.87% | 2.3% | 861 | -27,012 | -73.17% | Q1 2026 | May 12, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 9,889 | 2,839 | 0.37% | 0.36% | 862 | -664 | -6.29% | Q1 2026 | Apr 10, 2026 |
| American Money Management, LLC | History | Reduced | 9,816 | 2,819 | 0.45% | 0.45% | 863 | -15 | -0.15% | Q1 2026 | May 11, 2026 |
| Haverford Trust Co | History | Reduced | 9,791 | 2,811 | 0.03% | 0.03% | 864 | -626 | -6.01% | Q1 2026 | May 11, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 9,787 | 2,810 | 0.62% | 0.63% | 865 | -3 | -0.03% | Q1 2026 | May 13, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 9,732 | 2,794 | 0.18% | 0.17% | 866 | +432 | 4.65% | Q1 2026 | Apr 29, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 9,682 | 2,780 | 0.07% | 0.07% | 867 | -119 | -1.21% | Q1 2026 | Apr 30, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 9,645 | 2,769 | 1.13% | 1.13% | 868 | -53 | -0.55% | Q1 2026 | May 08, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 9,635 | 2,766 | 0.08% | 0.08% | 869 | -10 | -0.1% | Q1 2026 | Apr 23, 2026 |
| Missouri Trust & Investment Co | History | Added to | 9,620 | 2,762 | 0.81% | 0.8% | 870 | +250 | 2.67% | Q1 2026 | May 14, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Added to | 9,565 | 2,746 | 0.37% | 0.41% | 872 | +809 | 9.24% | Q1 2026 | May 15, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 9,562 | 2,746 | 0.03% | 0.03% | 871 | +287 | 3.09% | Q1 2026 | May 15, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 9,531 | 2,737 | 1.08% | 2.43% | 873 | -23,980 | -71.56% | Q1 2026 | May 06, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 9,432 | 2,737 | 0.2% | 0.2% | 874 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 9,451 | 2,719 | 0.0% | 0.0% | 875 | +676 | 7.7% | Q1 2026 | May 14, 2026 |
| West Financial Advisors, LLC | History | Added to | 9,466 | 2,718 | 0.46% | 0.45% | 876 | +247 | 2.68% | Q1 2026 | Apr 08, 2026 |
| Columbus Macro, LLC | History | Added to | 9,457 | 2,715 | 0.29% | 0.3% | 877 | +56 | 0.6% | Q1 2026 | Apr 21, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Added to | 9,426 | 2,706 | 2.27% | 2.25% | 878 | +25 | 0.27% | Q1 2026 | May 15, 2026 |
| Bull Oak Capital, LLC | History | Reduced | 9,385 | 2,695 | 1.04% | 1.16% | 879 | -422 | -4.3% | Q1 2026 | May 11, 2026 |
| Transcendent Capital Group LLC | History | Added to | 9,336 | 2,681 | 1.22% | 1.22% | 880 | +11 | 0.12% | Q1 2026 | Apr 27, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 9,336 | 2,680 | 0.92% | 0.96% | 881 | +172 | 1.88% | Q1 2026 | Apr 23, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 9,326 | 2,678 | 0.28% | 0.28% | 882 | +282 | 3.12% | Q1 2026 | Apr 08, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 9,279 | 2,664 | 0.95% | 0.95% | 883 | -117 | -1.25% | Q1 2026 | May 05, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 9,264 | 2,660 | 0.39% | 0.37% | 884 | +394 | 4.44% | Q1 2026 | Apr 20, 2026 |
| PFG Advisors | History | Added to | 9,256 | 2,658 | 0.13% | 0.13% | 885 | +141 | 1.55% | Q1 2026 | May 05, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 9,222 | 2,648 | 0.34% | 0.33% | 886 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| 21 West Wealth Management LLC | History | Added to | 9,202 | 2,642 | 2.45% | 2.44% | 887 | +6 | 0.07% | Q1 2026 | Apr 15, 2026 |
| Abbot Financial Management, Inc. | History | Reduced | 9,192 | 2,639 | 1.1% | 1.11% | 888 | -50 | -0.54% | Q1 2026 | May 13, 2026 |
| Strengthening Families & Communities, LLC | History | New | 9,156 | 2,629 | 0.66% | — | 889 | +9,156 | New | Q1 2026 | May 11, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 9,147 | 2,626 | 0.13% | 0.12% | 890 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 9,135 | 2,623 | 1.4% | 1.39% | 891 | +543 | 6.32% | Q1 2026 | May 01, 2026 |
| Archford Capital Strategies, LLC | History | New | 9,133 | 2,622 | 0.3% | — | 892 | +9,133 | New | Q1 2026 | Apr 15, 2026 |
| Centerline Wealth Advisors, LLC | History | Reduced | 9,119 | 2,618 | 0.94% | 1.47% | 893 | -4,851 | -34.72% | Q1 2026 | Apr 14, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 9,100 | 2,613 | 0.56% | 0.6% | 894 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 9,085 | 2,609 | 0.05% | 0.05% | 895 | -61 | -0.67% | Q1 2026 | May 04, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 9,007 | 2,586 | 0.26% | 0.25% | 896 | +336 | 3.87% | Q1 2026 | Apr 27, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 8,978 | 2,578 | 0.18% | 0.17% | 897 | +296 | 3.41% | Q1 2026 | May 06, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 8,950 | 2,570 | 0.09% | 0.09% | 898 | +453 | 5.33% | Q1 2026 | May 14, 2026 |
| Joel Adams & Associates, Inc. | History | Reduced | 8,945 | 2,568 | 1.91% | 1.98% | 899 | -132 | -1.45% | Q1 2026 | Apr 20, 2026 |
| Patten Group, Inc. | History | Reduced | 8,913 | 2,559 | 0.44% | 0.48% | 900 | -39 | -0.44% | Q1 2026 | Apr 24, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 8,909 | 2,558 | 0.18% | 0.15% | 901 | +1,015 | 12.86% | Q1 2026 | May 05, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 8,864 | 2,545 | 0.73% | 0.7% | 902 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CONNING INC. | History | Reduced | 8,857 | 2,543 | 0.08% | 0.1% | 903 | -1,678 | -15.93% | Q1 2026 | Apr 30, 2026 |
| New Perspectives, Inc | History | Reduced | 8,847 | 2,540 | 0.88% | 0.9% | 904 | -96 | -1.07% | Q1 2026 | Apr 21, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 8,846 | 2,540 | 1.1% | 1.14% | 905 | -74 | -0.83% | Q1 2026 | May 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 8,822 | 2,533 | 0.09% | 0.08% | 906 | +3,202 | 56.98% | Q1 2026 | May 19, 2026 |
| AAF Wealth Management, LLC | History | Reduced | 8,819 | 2,532 | 1.04% | 1.1% | 907 | -144 | -1.61% | Q1 2026 | May 08, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 32,659 | 2,522 | 1.62% | 1.59% | 908 | +24,785 | 314.77% | Q1 2026 | May 06, 2026 |
| Intellectus Partners, LLC | History | Added to | 8,751 | 2,513 | 0.51% | 0.49% | 909 | +17 | 0.19% | Q1 2026 | Apr 10, 2026 |
| Stablepoint Partners, LLC | History | Added to | 8,740 | 2,509 | 0.37% | 0.35% | 910 | +967 | 12.44% | Q1 2026 | Apr 30, 2026 |
| Blue Trust, Inc. | History | Added to | 8,729 | 2,506 | 0.03% | 0.03% | 911 | +381 | 4.56% | Q1 2026 | Apr 20, 2026 |
| Pitcairn Wealth Advisors LLC | History | Reduced | 8,606 | 2,497 | 0.23% | 0.42% | 912 | -7,353 | -46.07% | Q1 2026 | May 13, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 8,685 | 2,494 | 0.35% | 0.32% | 913 | +686 | 8.58% | Q1 2026 | Apr 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 8,682 | 2,493 | 0.22% | 0.23% | 914 | -258 | -2.89% | Q1 2026 | Apr 30, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 8,648 | 2,483 | 0.02% | 0.03% | 915 | -379 | -4.2% | Q1 2026 | May 14, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 8,623 | 2,476 | 1.28% | 1.21% | 916 | +113 | 1.33% | Q1 2026 | May 06, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | Reduced | 8,571 | 2,461 | 1.17% | 1.16% | 917 | -13 | -0.15% | Q1 2026 | Apr 20, 2026 |
| Financial Insights, Inc. | History | Reduced | 8,542 | 2,453 | 0.79% | 0.88% | 918 | -535 | -5.89% | Q1 2026 | May 18, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 8,542 | 2,453 | 0.06% | 0.06% | 919 | +475 | 5.89% | Q1 2026 | Apr 07, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 8,525 | 2,448 | 0.11% | 0.11% | 920 | -226 | -2.58% | Q1 2026 | May 11, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Added to | 8,518 | 2,446 | 1.59% | 1.54% | 921 | +131 | 1.56% | Q1 2026 | Apr 20, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 8,514 | 2,445 | 0.23% | 0.24% | 922 | +132 | 1.57% | Q1 2026 | May 13, 2026 |
| M Holdings Securities, Inc. | History | New | 23,313 | 2,431 | 0.16% | — | 923 | +23,313 | New | Q1 2026 | May 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 8,437 | 2,423 | 0.05% | 0.06% | 924 | -872 | -9.37% | Q1 2026 | May 15, 2026 |
| Essex Bank | History | Reduced | 8,421 | 2,418 | 0.53% | 0.56% | 925 | -465 | -5.23% | Q1 2026 | Apr 17, 2026 |
| VeraBank, N.A. | History | Reduced | 8,402 | 2,412 | 0.44% | 0.45% | 926 | -51 | -0.6% | Q1 2026 | May 11, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 8,390 | 2,409 | 0.19% | 0.19% | 927 | +17 | 0.2% | Q1 2026 | May 13, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 8,348 | 2,397 | 1.59% | 1.55% | 928 | -40 | -0.48% | Q1 2026 | Apr 21, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 8,340 | 2,394 | 0.11% | 0.11% | 930 | +26 | 0.31% | Q1 2026 | May 12, 2026 |
| Segment Wealth Management, LLC | History | No change | 8,338 | 2,394 | 0.14% | 0.14% | 929 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 8,318 | 2,388 | 0.51% | 0.41% | 932 | +2,034 | 32.37% | Q1 2026 | May 15, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 8,317 | 2,388 | 1.11% | 1.2% | 931 | +13 | 0.16% | Q1 2026 | Apr 09, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Added to | 8,263 | 2,372 | 1.39% | 1.37% | 933 | +47 | 0.57% | Q1 2026 | Apr 17, 2026 |
| Heritage Wealth Advisors | History | Reduced | 8,194 | 2,353 | 0.09% | 0.09% | 934 | -70 | -0.85% | Q1 2026 | May 13, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 8,147 | 2,339 | 0.12% | 0.12% | 935 | -63 | -0.77% | Q1 2026 | Apr 13, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 8,123 | 2,332 | 0.27% | 0.17% | 936 | +3,170 | 64.0% | Q1 2026 | May 14, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 8,121 | 2,332 | 0.29% | 0.28% | 937 | +341 | 4.38% | Q1 2026 | Apr 08, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 8,116 | 2,330 | 0.46% | 0.46% | 938 | +154 | 1.93% | Q1 2026 | May 11, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 8,101 | 2,326 | 0.07% | 0.07% | 939 | +697 | 9.41% | Q1 2026 | May 15, 2026 |
| DeDora Capital, Inc. | History | Reduced | 8,073 | 2,318 | 0.57% | 0.56% | 940 | -73 | -0.9% | Q1 2026 | Apr 27, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | Added to | 8,044 | 2,310 | 2.2% | 2.25% | 941 | +100 | 1.26% | Q1 2026 | May 04, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 8,040 | 2,308 | 0.26% | 0.23% | 942 | +1,135 | 16.44% | Q1 2026 | Apr 21, 2026 |
| FLC Capital Advisors | History | Reduced | 8,030 | 2,306 | 0.41% | 0.45% | 943 | -457 | -5.38% | Q1 2026 | May 01, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 8,021 | 2,303 | 0.17% | 0.17% | 944 | +167 | 2.13% | Q1 2026 | May 04, 2026 |
| LCW Services, LLC | History | Added to | 8,013 | 2,301 | 1.14% | 0.83% | 945 | +2,628 | 48.8% | Q1 2026 | Apr 27, 2026 |
| REDW Wealth LLC | History | Added to | 7,999 | 2,297 | 0.92% | 0.88% | 946 | +5 | 0.06% | Q1 2026 | May 07, 2026 |
| Portland Financial Advisors Inc | History | Reduced | 7,988 | 2,293 | 4.77% | 4.96% | 947 | -50 | -0.62% | Q1 2026 | Apr 27, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 7,917 | 2,289 | 0.0% | 0.0% | 948 | +1,221 | 18.23% | Q1 2026 | May 05, 2026 |
| PFW Advisors LLC | History | Reduced | 7,964 | 2,287 | 0.72% | 0.82% | 949 | -1,365 | -14.63% | Q1 2026 | Apr 10, 2026 |
| Sherry Group, Inc. | History | Added to | 7,913 | 2,272 | 2.48% | 2.43% | 950 | +1 | 0.01% | Q1 2026 | May 05, 2026 |
| Vision Retirement, LLC | History | Reduced | 7,909 | 2,271 | 0.65% | 0.63% | 951 | -140 | -1.74% | Q1 2026 | May 07, 2026 |
| St. Louis Trust Co | History | Added to | 7,878 | 2,262 | 0.26% | 0.24% | 952 | +603 | 8.29% | Q1 2026 | May 14, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 7,865 | 2,258 | 0.17% | 0.36% | 953 | -7,500 | -48.81% | Q1 2026 | Apr 22, 2026 |
| Royal Fund Management, LLC | History | Added to | 7,834 | 2,256 | 0.21% | 0.2% | 954 | +263 | 3.47% | Q1 2026 | May 19, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Added to | 7,854 | 2,255 | 0.68% | 0.63% | 955 | +511 | 6.96% | Q1 2026 | Apr 28, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | Added to | 7,769 | 2,231 | 1.3% | 1.32% | 956 | +137 | 1.8% | Q1 2026 | May 13, 2026 |
| GWN SECURITIES INC. | History | Added to | 7,748 | 2,225 | 0.43% | 0.42% | 957 | +669 | 9.45% | Q1 2026 | May 14, 2026 |
| Ironwood Financial, llc | History | Added to | 7,727 | 2,218 | 0.39% | 0.38% | 958 | +258 | 3.45% | Q1 2026 | Apr 16, 2026 |
| Choate Investment Advisors | History | Reduced | 7,687 | 2,207 | 0.04% | 0.05% | 959 | -420 | -5.18% | Q1 2026 | May 13, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | Added to | 7,684 | 2,206 | 0.2% | 0.13% | 960 | +2,622 | 51.8% | Q1 2026 | Apr 22, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 7,681 | 2,205 | 1.28% | 1.26% | 961 | +375 | 5.13% | Q1 2026 | May 13, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 7,657 | 2,198 | 0.09% | 0.08% | 962 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 7,624 | 2,189 | 0.8% | 0.75% | 963 | +444 | 6.18% | Q1 2026 | May 08, 2026 |
| Members Trust Co | History | Reduced | 7,614 | 2,186 | 0.07% | 0.08% | 964 | -1,233 | -13.94% | Q1 2026 | May 04, 2026 |
| PLIMOTH TRUST CO LLC | History | Reduced | 7,558 | 2,170 | 0.49% | 0.49% | 965 | -7 | -0.09% | Q1 2026 | Apr 27, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 7,555 | 2,169 | 0.41% | 0.52% | 966 | -2,477 | -24.69% | Q1 2026 | Apr 29, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 28,143 | 2,168 | 0.13% | 0.16% | 967 | +20,056 | 248.0% | Q1 2026 | May 14, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 7,530 | 2,162 | 2.13% | 2.07% | 968 | +259 | 3.56% | Q1 2026 | Apr 07, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 7,528 | 2,161 | 0.52% | 0.48% | 969 | +1,229 | 19.51% | Q1 2026 | Apr 24, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 7,506 | 2,155 | 0.12% | 0.12% | 970 | +70 | 0.94% | Q1 2026 | Apr 20, 2026 |
| Ascentis Independent Advisors | History | Added to | 7,470 | 2,145 | 0.16% | 0.09% | 971 | +5,466 | 272.75% | Q1 2026 | Apr 28, 2026 |
| ERn Financial, LLC | History | Reduced | 7,468 | 2,144 | 0.4% | 0.44% | 972 | -574 | -7.14% | Q1 2026 | Apr 24, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Added to | 7,299 | 2,126 | 1.24% | 1.26% | 973 | +26 | 0.36% | Q1 2026 | Apr 08, 2026 |
| COURIER CAPITAL LLC | History | Added to | 7,402 | 2,125 | 0.12% | 0.12% | 974 | +345 | 4.89% | Q1 2026 | Apr 23, 2026 |
| Heirloom Wealth Management | History | Added to | 7,373 | 2,117 | 0.38% | 0.11% | 975 | +5,683 | 336.27% | Q1 2026 | Apr 14, 2026 |
| NorthRock Partners, LLC | History | Added to | 29,370 | 2,108 | 0.03% | 0.05% | 976 | +19,074 | 185.26% | Q1 2026 | May 15, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 7,336 | 2,106 | 0.26% | 0.21% | 977 | +1,525 | 26.24% | Q1 2026 | Apr 27, 2026 |
| Bravias Capital Group, LLC | History | Added to | 7,318 | 2,101 | 1.37% | 1.23% | 978 | +291 | 4.14% | Q1 2026 | Apr 28, 2026 |
| Plancorp, LLC | History | Reduced | 7,076 | 2,099 | 0.06% | 0.06% | 979 | -3 | -0.04% | Q1 2026 | Apr 14, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 7,270 | 2,087 | 0.06% | 0.05% | 980 | +1,430 | 24.49% | Q1 2026 | May 14, 2026 |
| Leelyn Smith, LLC | History | Reduced | 7,243 | 2,080 | 0.29% | 0.3% | 981 | -26 | -0.36% | Q1 2026 | Apr 27, 2026 |
| Gibson Capital, LLC | History | No change | 7,213 | 2,071 | 0.39% | 0.38% | 982 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 7,211 | 2,070 | 0.02% | 0.02% | 983 | +89 | 1.25% | Q1 2026 | May 11, 2026 |
| Vivaldi Capital Management LP | History | Added to | 7,187 | 2,063 | 0.29% | 0.28% | 984 | +12 | 0.17% | Q1 2026 | May 14, 2026 |
| New Covenant Trust Company, N.A. | History | No change | 7,148 | 2,052 | 1.83% | 1.89% | 985 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HighPoint Advisor Group LLC | History | New | 7,137 | 2,049 | 0.09% | — | 986 | +7,137 | New | Q1 2026 | May 14, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 7,110 | 2,041 | 0.17% | 0.17% | 987 | -11 | -0.15% | Q1 2026 | May 01, 2026 |
| IFG Advisors, LLC | History | Added to | 7,102 | 2,039 | 0.33% | 0.34% | 988 | +104 | 1.49% | Q1 2026 | Apr 09, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 7,088 | 2,035 | 0.03% | 0.02% | 989 | +870 | 13.99% | Q1 2026 | May 11, 2026 |
| Pandora Wealth, Inc. | History | No change | 6,901 | 2,002 | 1.22% | 1.22% | 990 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Stone Summit Wealth LLC | History | Added to | 6,953 | 1,996 | 0.56% | 0.54% | 991 | +62 | 0.9% | Q1 2026 | Apr 22, 2026 |
| Hilltop National Bank | History | Added to | 6,948 | 1,995 | 0.47% | 0.48% | 992 | +80 | 1.16% | Q1 2026 | Apr 02, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 6,941 | 1,993 | 0.79% | 0.82% | 994 | -32 | -0.46% | Q1 2026 | Apr 22, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 6,942 | 1,993 | 0.11% | 0.11% | 993 | -5 | -0.07% | Q1 2026 | May 14, 2026 |
| Reliant Investment Partners, LLC | History | Reduced | 6,940 | 1,992 | 1.65% | 1.63% | 995 | -200 | -2.8% | Q1 2026 | May 11, 2026 |
| MONEYWISE, INC. | History | Reduced | 6,933 | 1,990 | 0.87% | 0.92% | 996 | -650 | -8.57% | Q1 2026 | Apr 27, 2026 |
| Fortis Capital Management LLC | History | Added to | 6,913 | 1,985 | 0.2% | 0.25% | 997 | +416 | 6.4% | Q1 2026 | May 11, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Reduced | 6,898 | 1,981 | 1.95% | 1.91% | 998 | -42 | -0.61% | Q1 2026 | May 06, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 6,882 | 1,976 | 3.11% | 2.34% | 999 | +2,371 | 52.56% | Q1 2026 | Apr 13, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Added to | 6,777 | 1,946 | 0.44% | 0.43% | 1000 | +228 | 3.48% | Q1 2026 | Apr 15, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 6,758 | 1,940 | 0.08% | 0.08% | 1001 | -267 | -3.8% | Q1 2026 | Apr 16, 2026 |
| Montis Financial, LLC | History | Added to | 6,758 | 1,940 | 0.4% | 0.39% | 1002 | +1 | 0.01% | Q1 2026 | May 11, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 6,743 | 1,936 | 0.88% | 0.84% | 1003 | +240 | 3.69% | Q1 2026 | May 12, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 6,721 | 1,930 | 0.22% | 0.22% | 1004 | -35 | -0.52% | Q1 2026 | May 11, 2026 |
| Petix & Botte Co | History | Reduced | 6,701 | 1,924 | 0.43% | 0.47% | 1005 | -489 | -6.8% | Q1 2026 | Apr 30, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 6,693 | 1,922 | 0.28% | 0.3% | 1006 | -38 | -0.56% | Q1 2026 | Apr 16, 2026 |
| Next Level Private LLC | History | Added to | 6,670 | 1,915 | 0.43% | 0.51% | 1007 | +4 | 0.06% | Q1 2026 | Apr 23, 2026 |
| RMR Capital Management, LLC | History | Added to | 6,644 | 1,908 | 1.38% | 1.21% | 1008 | +861 | 14.89% | Q1 2026 | May 20, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 6,640 | 1,906 | 0.04% | 0.04% | 1009 | +112 | 1.72% | Q1 2026 | May 07, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 6,628 | 1,905 | 0.98% | 0.86% | 1010 | +1,261 | 23.5% | Q1 2026 | Apr 21, 2026 |
| First County Bank /CT/ | History | Added to | 6,618 | 1,900 | 1.01% | 0.97% | 1011 | +247 | 3.88% | Q1 2026 | Apr 03, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 6,599 | 1,895 | 1.74% | 1.74% | 1012 | +195 | 3.04% | Q1 2026 | May 08, 2026 |
| Laraway Financial Advisors Inc | History | Reduced | 6,590 | 1,892 | 1.33% | 1.27% | 1013 | -133 | -1.98% | Q1 2026 | May 14, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 6,580 | 1,889 | 0.15% | 0.17% | 1014 | -674 | -9.29% | Q1 2026 | May 07, 2026 |
| NBC SECURITIES, INC. | History | Added to | 6,575 | 1,888 | 0.14% | 0.14% | 1015 | +69 | 1.06% | Q1 2026 | Apr 14, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 6,563 | 1,884 | 0.64% | 0.69% | 1016 | -98 | -1.47% | Q1 2026 | May 11, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 6,557 | 1,883 | 1.3% | 1.17% | 1017 | +243 | 3.85% | Q1 2026 | May 07, 2026 |
| Neuberger Berman Group LLC | History | Added to | 6,556 | 1,882 | 0.0% | 0.0% | 1018 | +869 | 15.28% | Q1 2026 | May 14, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 6,543 | 1,879 | 0.61% | 0.63% | 1020 | +88 | 1.36% | Q1 2026 | Apr 24, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 6,546 | 1,879 | 0.1% | 0.11% | 1019 | -82 | -1.24% | Q1 2026 | May 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 6,539 | 1,877 | 0.3% | 0.26% | 1021 | -145 | -2.17% | Q1 2026 | May 15, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | New | 6,533 | 1,876 | 0.28% | — | 1022 | +6,533 | New | Q1 2026 | Apr 24, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 6,494 | 1,864 | 0.69% | 0.67% | 1023 | -16 | -0.25% | Q1 2026 | Apr 16, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 6,454 | 1,853 | 0.75% | 0.82% | 1024 | -112 | -1.71% | Q1 2026 | May 13, 2026 |
| Clearview Wealth Management LLC | History | New | 6,416 | 1,842 | 1.3% | — | 1025 | +6,416 | New | Q1 2026 | May 15, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 6,387 | 1,834 | 0.32% | — | 1026 | +6,387 | New | Q1 2026 | Apr 28, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 6,317 | 1,833 | 0.09% | 0.09% | 1027 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 6,382 | 1,832 | 0.02% | 0.04% | 1028 | -12,208 | -65.67% | Q1 2026 | May 13, 2026 |
| Opulen Financial Group LLC | History | Added to | 6,377 | 1,831 | 1.29% | 1.34% | 1029 | +24 | 0.38% | Q1 2026 | Apr 29, 2026 |
| John A. Wolfe & Associates, Inc. | History | Reduced | 6,374 | 1,830 | 2.81% | 1.03% | 1030 | -186 | -2.84% | Q1 2026 | May 04, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 6,350 | 1,823 | 0.92% | 1.04% | 1031 | -787 | -11.03% | Q1 2026 | Apr 15, 2026 |
| Peak Asset Management, LLC | History | Reduced | 6,321 | 1,815 | 0.32% | 0.32% | 1032 | -219 | -3.35% | Q1 2026 | May 14, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 6,313 | 1,812 | 0.03% | 0.02% | 1033 | +1,058 | 20.13% | Q1 2026 | May 13, 2026 |
| Brown Miller Wealth Management, LLC | History | No change | 6,221 | 1,786 | 0.51% | 0.5% | 1034 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 6,215 | 1,784 | 0.13% | 0.13% | 1035 | +29 | 0.47% | Q1 2026 | Apr 29, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 6,185 | 1,776 | 0.62% | 0.7% | 1036 | -443 | -6.68% | Q1 2026 | May 04, 2026 |
| Security Financial Services, INC. | History | No change | 6,095 | 1,768 | 0.28% | 0.28% | 1037 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 6,152 | 1,766 | 1.24% | 1.19% | 1038 | +395 | 6.86% | Q1 2026 | May 13, 2026 |
| BOS Asset Management, LLC | History | Added to | 6,149 | 1,765 | 0.45% | 0.47% | 1041 | +127 | 2.11% | Q1 2026 | Apr 08, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 5,750 | 1,765 | 0.12% | 0.12% | 1040 | -117 | -1.99% | Q1 2026 | Apr 29, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 6,148 | 1,765 | 0.02% | 0.02% | 1039 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 6,143 | 1,764 | 0.03% | 2.33% | 1042 | -322,400 | -98.13% | Q1 2026 | May 11, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Added to | 6,132 | 1,760 | 0.93% | 0.61% | 1043 | +2,353 | 62.27% | Q1 2026 | Apr 23, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 6,116 | 1,756 | 0.1% | 0.09% | 1044 | +757 | 14.13% | Q1 2026 | Apr 20, 2026 |
| Compass Planning Associates Inc | History | Added to | 6,090 | 1,749 | 1.12% | 1.04% | 1045 | +929 | 18.0% | Q1 2026 | Apr 21, 2026 |
| waypoint wealth counsel | History | Reduced | 6,056 | 1,739 | 0.9% | 0.66% | 1046 | -184 | -2.95% | Q1 2026 | Apr 23, 2026 |
| Intrua Financial, LLC | History | Reduced | 6,040 | 1,734 | 0.18% | 0.21% | 1047 | -741 | -10.93% | Q1 2026 | Apr 23, 2026 |
| ADIRONDACK TRUST CO | History | No change | 6,038 | 1,733 | 0.58% | 0.58% | 1048 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| FCG Investment Co | History | New | 6,028 | 1,731 | 0.76% | — | 1049 | +6,028 | New | Q1 2026 | Apr 09, 2026 |
| Harbor Group, Inc. | History | Reduced | 6,024 | 1,729 | 0.25% | 0.28% | 1050 | -518 | -7.92% | Q1 2026 | Apr 10, 2026 |
| Pachira Investments Inc. | History | Added to | 6,005 | 1,724 | 0.81% | 0.6% | 1051 | +1,789 | 42.43% | Q1 2026 | Apr 27, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 5,992 | 1,720 | 0.0% | 0.0% | 1052 | -4,821 | -44.59% | Q1 2026 | May 08, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 5,974 | 1,715 | 0.09% | 0.08% | 1053 | +513 | 9.39% | Q1 2026 | May 15, 2026 |
| VIAWEALTH, LLC | History | Reduced | 5,971 | 1,714 | 0.95% | 0.98% | 1054 | -11 | -0.18% | Q1 2026 | May 11, 2026 |
| Arsenal Capital Advisors LLC | History | Reduced | 5,944 | 1,706 | 1.24% | 1.23% | 1056 | -41 | -0.69% | Q1 2026 | May 07, 2026 |
| Vident Advisory, LLC | History | No change | 5,941 | 1,706 | 0.01% | 0.02% | 1055 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 5,882 | 1,699 | 0.03% | 0.03% | 1057 | -110 | -1.84% | Q1 2026 | May 14, 2026 |
| LOM Asset Management Ltd | History | Reduced | 5,914 | 1,698 | 0.49% | 0.51% | 1058 | -113 | -1.87% | Q1 2026 | May 05, 2026 |
| Bangor Savings Bank | History | Reduced | 5,911 | 1,697 | 0.14% | 0.14% | 1059 | -38 | -0.64% | Q1 2026 | Apr 01, 2026 |
| SoundView Advisors Inc. | History | Added to | 5,912 | 1,697 | 0.6% | 0.6% | 1060 | +18 | 0.31% | Q1 2026 | May 01, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 5,905 | 1,695 | 0.12% | 0.11% | 1061 | +713 | 13.73% | Q1 2026 | Apr 22, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 5,905 | 1,695 | 0.45% | 0.62% | 1062 | +308 | 5.5% | Q1 2026 | Apr 29, 2026 |
| ASPIRIANT, LLC | History | Added to | 5,897 | 1,693 | 0.05% | 0.05% | 1063 | +12 | 0.2% | Q1 2026 | May 12, 2026 |
| KINTRA WEALTH, LLC | History | New | 5,893 | 1,692 | 0.12% | — | 1065 | +5,893 | New | Q1 2026 | May 15, 2026 |
| Strata Wealth Advisors, LLC | History | Reduced | 5,895 | 1,692 | 0.46% | 0.5% | 1064 | -256 | -4.16% | Q1 2026 | Apr 28, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Added to | 5,889 | 1,691 | 1.11% | 1.07% | 1066 | +192 | 3.37% | Q1 2026 | Apr 28, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 5,867 | 1,684 | 0.12% | 0.12% | 1068 | -358 | -5.75% | Q1 2026 | May 05, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Added to | 5,867 | 1,684 | 0.78% | 0.75% | 1067 | +150 | 2.62% | Q1 2026 | Apr 13, 2026 |
| Bowman & Co S.C. | History | No change | 5,757 | 1,671 | 0.7% | 0.7% | 1069 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 5,798 | 1,665 | 0.0% | 0.0% | 1070 | +640 | 12.41% | Q1 2026 | May 13, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 5,789 | 1,662 | 0.95% | 1.0% | 1071 | +224 | 4.03% | Q1 2026 | Apr 22, 2026 |
| Spire Wealth Management | History | Reduced | 5,745 | 1,649 | 0.06% | 0.06% | 1072 | -239 | -3.99% | Q1 2026 | Apr 22, 2026 |
| Jacobi Capital Management LLC | History | Added to | 5,714 | 1,640 | 0.09% | 0.08% | 1073 | +911 | 18.97% | Q1 2026 | May 13, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 5,693 | 1,634 | 1.16% | 1.23% | 1074 | +6 | 0.11% | Q1 2026 | May 19, 2026 |
| Leo H. Evart, Inc. | History | New | 5,679 | 1,630 | 1.39% | — | 1076 | +5,679 | New | Q1 2026 | May 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 5,678 | 1,630 | 0.09% | 0.09% | 1075 | -12 | -0.21% | Q1 2026 | Apr 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 5,596 | 1,624 | 0.05% | 0.05% | 1077 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fisher Asset Management, LLC | History | Added to | 5,651 | 1,623 | 0.0% | 0.0% | 1078 | +1,058 | 23.04% | Q1 2026 | May 05, 2026 |
| BCS Private Wealth Management, Inc. | History | No change | 5,617 | 1,613 | 0.49% | 0.56% | 1079 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 5,577 | 1,601 | 0.25% | 0.68% | 1080 | -8,567 | -60.57% | Q1 2026 | May 14, 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC | History | New | 5,566 | 1,598 | 1.14% | — | 1081 | +5,566 | New | Q1 2026 | May 08, 2026 |
| Oakworth Capital, Inc. | History | Added to | 5,557 | 1,595 | 0.08% | 0.05% | 1082 | +2,552 | 84.93% | Q1 2026 | Apr 24, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 5,549 | 1,593 | 0.74% | 0.62% | 1083 | +621 | 12.6% | Q1 2026 | May 04, 2026 |
| AlTi Global, Inc. | History | Reduced | 5,542 | 1,591 | 0.03% | 0.05% | 1084 | -1,999 | -26.51% | Q1 2026 | May 07, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 5,540 | 1,590 | 0.08% | 0.1% | 1085 | -994 | -15.21% | Q1 2026 | May 04, 2026 |
| Chandler Asset Management, Inc. | History | No change | 5,533 | 1,588 | 0.24% | 0.25% | 1086 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 5,523 | 1,586 | 0.05% | 0.05% | 1087 | -64 | -1.15% | Q1 2026 | May 07, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 5,510 | 1,582 | 0.15% | 0.15% | 1088 | -30 | -0.54% | Q1 2026 | May 05, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 5,507 | 1,581 | 0.44% | 0.6% | 1089 | -1,805 | -24.69% | Q1 2026 | May 12, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 5,492 | 1,577 | 0.57% | 0.57% | 1090 | -423 | -7.15% | Q1 2026 | May 12, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 5,483 | 1,574 | 0.52% | 0.53% | 1091 | -20 | -0.36% | Q1 2026 | May 15, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 20,344 | 1,572 | 0.03% | 0.02% | 1092 | +16,837 | 480.1% | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 5,463 | 1,568 | 0.12% | 0.13% | 1093 | -494 | -8.29% | Q1 2026 | Apr 23, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 5,462 | 1,568 | 0.13% | 0.14% | 1094 | -110 | -1.97% | Q1 2026 | Apr 13, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 5,455 | 1,566 | 0.66% | 0.64% | 1096 | +793 | 17.01% | Q1 2026 | Apr 17, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 5,421 | 1,566 | 0.08% | 0.08% | 1095 | -23 | -0.42% | Q1 2026 | Apr 27, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 5,448 | 1,564 | 0.6% | 0.63% | 1097 | -396 | -6.78% | Q1 2026 | Apr 24, 2026 |
| Addison Advisors LLC | History | Reduced | 5,428 | 1,558 | 0.34% | 0.36% | 1098 | -35 | -0.64% | Q1 2026 | May 08, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 5,412 | 1,554 | 0.89% | 0.9% | 1099 | +46 | 0.86% | Q1 2026 | May 01, 2026 |
| Platform Technology Partners | History | Added to | 5,408 | 1,553 | 0.3% | 0.31% | 1100 | +344 | 6.79% | Q1 2026 | Apr 27, 2026 |
| Ascent Advisors, LLC | History | New | 5,398 | 1,550 | 2.85% | — | 1101 | +5,398 | New | Q1 2026 | Apr 29, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 5,363 | 1,540 | 0.22% | 0.23% | 1103 | -478 | -8.18% | Q1 2026 | May 11, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 5,363 | 1,540 | 0.11% | 0.1% | 1102 | -78 | -1.43% | Q1 2026 | Apr 28, 2026 |
| Synergy Financial Group, LTD | History | Reduced | 5,362 | 1,539 | 1.16% | 1.1% | 1104 | -19 | -0.35% | Q1 2026 | May 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 5,361 | 1,539 | 0.39% | 0.47% | 1105 | +2 | 0.04% | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | Added to | 5,344 | 1,534 | 0.07% | 0.08% | 1106 | +45 | 0.85% | Q1 2026 | Apr 06, 2026 |
| Yoffe Investment Management, LLC | History | No change | 5,345 | 1,534 | 1.97% | 1.98% | 1107 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Brio Consultants, LLC | History | Added to | 19,692 | 1,530 | 0.19% | 0.22% | 1109 | +13,924 | 241.4% | Q1 2026 | May 06, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 5,331 | 1,530 | 0.48% | 0.57% | 1110 | -1,247 | -18.96% | Q1 2026 | Apr 17, 2026 |
| Aspen Investment Management Inc | History | Added to | 5,329 | 1,530 | 0.47% | 0.47% | 1108 | +1 | 0.02% | Q1 2026 | Apr 15, 2026 |
| Essex LLC | History | Added to | 5,327 | 1,529 | 0.27% | 0.27% | 1111 | +33 | 0.62% | Q1 2026 | Apr 24, 2026 |
| Truepoint, Inc. | History | Reduced | 5,324 | 1,528 | 0.03% | 0.04% | 1112 | -133 | -2.44% | Q1 2026 | May 08, 2026 |
| Grange Capital, LLC | History | Reduced | 5,286 | 1,518 | 1.51% | 1.55% | 1113 | -290 | -5.2% | Q1 2026 | Apr 28, 2026 |
| WAYSTONE ADVISORS LLC | History | Added to | 5,277 | 1,515 | 1.35% | 1.01% | 1114 | +1,206 | 29.62% | Q1 2026 | Apr 16, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 5,241 | 1,505 | 0.13% | 0.14% | 1115 | -66 | -1.24% | Q1 2026 | Apr 09, 2026 |
| Calder Financial LLC | History | Reduced | 5,193 | 1,500 | 1.49% | 1.49% | 1116 | -24 | -0.46% | Q1 2026 | Apr 07, 2026 |
| B&D White Capital Company, LLC | History | Added to | 5,212 | 1,496 | 0.18% | 0.17% | 1117 | +15 | 0.29% | Q1 2026 | May 13, 2026 |
| Nvest Financial, LLC | History | Added to | 5,189 | 1,490 | 0.56% | 0.43% | 1118 | +1,598 | 44.5% | Q1 2026 | Apr 28, 2026 |
| FF Advisors,LLC | History | Added to | 19,300 | 1,482 | 0.6% | 0.68% | 1119 | +14,012 | 264.98% | Q1 2026 | Apr 27, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | Reduced | 5,137 | 1,475 | 2.05% | 2.11% | 1120 | -58 | -1.12% | Q1 2026 | May 15, 2026 |
| Luminist Capital LLC | History | Added to | 5,120 | 1,470 | 1.95% | 1.74% | 1121 | +249 | 5.11% | Q1 2026 | Apr 24, 2026 |
| Wealth Care LLC | History | New | 5,115 | 1,469 | 1.3% | — | 1123 | +5,115 | New | Q1 2026 | Apr 24, 2026 |
| Fiera Capital Corp | History | Reduced | 5,116 | 1,469 | 0.01% | 0.01% | 1122 | -3,996 | -43.85% | Q1 2026 | May 12, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | Added to | 5,109 | 1,467 | 0.17% | 0.17% | 1125 | +503 | 10.92% | Q1 2026 | May 15, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 5,110 | 1,467 | 0.03% | 0.03% | 1124 | +12 | 0.24% | Q1 2026 | May 14, 2026 |
| Thrive Capital Management, LLC | History | Added to | 5,107 | 1,466 | 0.32% | 0.17% | 1126 | +2,445 | 91.85% | Q1 2026 | Apr 27, 2026 |
| Portland Global Advisors LLC | History | Added to | 5,069 | 1,455 | 0.16% | 0.15% | 1127 | +126 | 2.55% | Q1 2026 | May 11, 2026 |
| Vines Capital Management, LLC | History | Reduced | 5,031 | 1,444 | 1.43% | 1.44% | 1128 | -65 | -1.28% | Q1 2026 | May 12, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 5,027 | 1,443 | 0.02% | 0.02% | 1129 | +129 | 2.63% | Q1 2026 | Apr 21, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 5,108 | 1,434 | 0.09% | 0.09% | 1130 | -1,284 | -20.09% | Q1 2026 | Apr 24, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 4,991 | 1,433 | 0.03% | 0.03% | 1132 | -512 | -9.3% | Q1 2026 | May 15, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 4,992 | 1,433 | 0.02% | 0.02% | 1131 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Graetz Wealth LLC | History | Added to | 4,980 | 1,430 | 1.28% | 1.23% | 1133 | +316 | 6.78% | Q1 2026 | Apr 30, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 4,975 | 1,428 | 0.36% | 0.38% | 1135 | -39 | -0.78% | Q1 2026 | Apr 09, 2026 |
| Ramsay, Stattman, Vela & Price, Inc. | History | No change | 4,973 | 1,428 | 0.28% | 0.26% | 1134 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ADVISORY RESEARCH INC | History | No change | 4,966 | 1,426 | 0.18% | 0.18% | 1136 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Crewe Advisors LLC | History | Added to | 4,965 | 1,425 | 0.12% | 0.12% | 1137 | +127 | 2.63% | Q1 2026 | May 07, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 5,507 | 1,424 | 0.45% | 0.28% | 1138 | +237 | 4.5% | Q1 2026 | Apr 23, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 4,950 | 1,421 | 0.14% | 0.14% | 1139 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Reduced | 4,938 | 1,418 | 0.81% | 0.82% | 1140 | -83 | -1.65% | Q1 2026 | Apr 09, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 4,929 | 1,415 | 0.05% | 0.06% | 1141 | -915 | -15.66% | Q1 2026 | Apr 21, 2026 |
| Redwood Family Wealth LLC | History | Reduced | 4,918 | 1,412 | 1.38% | 1.47% | 1142 | -247 | -4.78% | Q1 2026 | May 13, 2026 |
| Mustard Seed Financial, LLC | History | Reduced | 4,886 | 1,403 | 0.84% | 0.94% | 1143 | -252 | -4.9% | Q1 2026 | Apr 27, 2026 |
| Emerald Investment Advisers, LLC | History | New | 4,879 | 1,401 | 0.13% | — | 1144 | +4,879 | New | Q1 2026 | May 11, 2026 |
| Powers Advisory Group, LLC | History | Added to | 4,874 | 1,399 | 0.49% | 0.43% | 1145 | +909 | 22.93% | Q1 2026 | Apr 21, 2026 |
| Sherman Asset Management, Inc. | History | Added to | 4,871 | 1,398 | 1.29% | 0.88% | 1146 | +361 | 8.0% | Q1 2026 | May 05, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | No change | 4,867 | 1,397 | 0.3% | 0.3% | 1147 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Legacy Trust | History | Reduced | 4,808 | 1,380 | 0.26% | 0.26% | 1148 | -15 | -0.31% | Q1 2026 | Apr 14, 2026 |
| NOVEM GROUP | History | Reduced | 4,787 | 1,374 | 0.16% | 0.16% | 1149 | -13 | -0.27% | Q1 2026 | Apr 10, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | Added to | 4,780 | 1,372 | 0.09% | 0.07% | 1150 | +475 | 11.03% | Q1 2026 | Apr 15, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 4,727 | 1,371 | 0.05% | 0.05% | 1151 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Windsor Advisory Group, LLC | History | Added to | 4,771 | 1,370 | 1.14% | 0.18% | 1152 | +4,084 | 594.47% | Q1 2026 | May 15, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 4,768 | 1,369 | 0.18% | 0.18% | 1153 | -121 | -2.47% | Q1 2026 | May 05, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 4,741 | 1,361 | 0.09% | 0.09% | 1154 | -7 | -0.15% | Q1 2026 | May 12, 2026 |
| Capital Squared Financial LLC | History | Added to | 4,719 | 1,355 | 1.03% | 0.91% | 1155 | +712 | 17.77% | Q1 2026 | May 01, 2026 |
| CERTUITY, LLC | History | Added to | 4,713 | 1,353 | 0.09% | 0.07% | 1156 | +731 | 18.36% | Q1 2026 | May 11, 2026 |
| Fairway Wealth LLC | History | Added to | 4,714 | 1,353 | 0.36% | 0.33% | 1157 | +485 | 11.47% | Q1 2026 | Apr 23, 2026 |
| HM PAYSON & CO | History | Added to | 4,701 | 1,350 | 0.02% | 0.02% | 1158 | +5 | 0.11% | Q1 2026 | Apr 13, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 4,694 | 1,348 | 0.77% | 0.78% | 1159 | -20 | -0.42% | Q1 2026 | Apr 08, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 4,682 | 1,344 | 0.3% | 0.29% | 1160 | +416 | 9.75% | Q1 2026 | Apr 21, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 4,679 | 1,344 | 0.95% | 0.93% | 1161 | +5 | 0.11% | Q1 2026 | May 08, 2026 |
| Cypress Capital Group | History | Reduced | 4,664 | 1,339 | 0.15% | 0.18% | 1162 | -843 | -15.31% | Q1 2026 | May 15, 2026 |
| LJI Wealth Management, LLC | History | Added to | 4,655 | 1,336 | 0.21% | 0.2% | 1163 | +130 | 2.87% | Q1 2026 | May 04, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | New | 4,649 | 1,335 | 0.68% | — | 1166 | +4,649 | New | Q1 2026 | May 15, 2026 |
| Level Wealth Management LLC | History | Added to | 4,652 | 1,335 | 0.63% | 0.54% | 1165 | +1,044 | 28.94% | Q1 2026 | Apr 27, 2026 |
| Coastline Trust Co | History | Added to | 4,651 | 1,335 | 0.13% | 0.11% | 1164 | +441 | 10.48% | Q1 2026 | Apr 03, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 4,645 | 1,333 | 0.15% | 0.14% | 1167 | +103 | 2.27% | Q1 2026 | Apr 28, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 4,626 | 1,328 | 0.34% | 0.29% | 1168 | +266 | 6.1% | Q1 2026 | May 08, 2026 |
| Fermata Advisors, LLC | History | Added to | 4,624 | 1,327 | 0.3% | 0.31% | 1169 | +149 | 3.33% | Q1 2026 | Apr 08, 2026 |
| Moss Adams Wealth Advisors LLC | History | Added to | 4,600 | 1,321 | 0.1% | 0.08% | 1170 | +825 | 21.85% | Q1 2026 | Apr 23, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 4,597 | 1,320 | 0.03% | 0.04% | 1172 | -1,768 | -27.78% | Q1 2026 | May 14, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 4,598 | 1,320 | 0.2% | 0.19% | 1171 | -35 | -0.76% | Q1 2026 | May 06, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 4,581 | 1,315 | 0.03% | 0.03% | 1173 | +12 | 0.26% | Q1 2026 | May 04, 2026 |
| OLIO Financial Planning | History | Reduced | 4,577 | 1,314 | 0.36% | 0.4% | 1174 | -289 | -5.94% | Q1 2026 | Apr 14, 2026 |
| EagleClaw Capital Managment, LLC | History | Reduced | 4,565 | 1,310 | 0.18% | 0.2% | 1175 | -200 | -4.2% | Q1 2026 | May 08, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | No change | 4,560 | 1,309 | 0.55% | 0.55% | 1176 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 4,540 | 1,303 | 0.41% | 0.33% | 1177 | +837 | 22.6% | Q1 2026 | May 19, 2026 |
| Montecito Bank & Trust | History | Added to | 4,535 | 1,302 | 0.21% | 0.2% | 1178 | +280 | 6.58% | Q1 2026 | Apr 16, 2026 |
| Planning Project LLC | History | No change | 4,485 | 1,301 | 0.33% | 0.33% | 1179 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | No change | 4,528 | 1,300 | 0.37% | 0.38% | 1180 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 4,524 | 1,299 | 0.13% | 0.13% | 1181 | +14 | 0.31% | Q1 2026 | May 15, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 4,520 | 1,298 | 0.24% | 0.22% | 1182 | +282 | 6.65% | Q1 2026 | May 11, 2026 |
| GRANVILLE CAPITAL, INC. | History | Reduced | 4,517 | 1,297 | 0.68% | 0.72% | 1183 | -165 | -3.52% | Q1 2026 | May 11, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 4,500 | 1,292 | 0.04% | 0.04% | 1184 | -183 | -3.91% | Q1 2026 | May 14, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 4,498 | 1,291 | 0.41% | 0.42% | 1185 | -149 | -3.21% | Q1 2026 | Apr 23, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | Added to | 4,491 | 1,289 | 0.57% | 0.45% | 1186 | +1,172 | 35.31% | Q1 2026 | Apr 10, 2026 |
| SEI INVESTMENTS CO | History | Added to | 4,482 | 1,287 | 0.0% | 0.0% | 1187 | +1,005 | 28.9% | Q1 2026 | May 13, 2026 |
| DMKC Advisory Services, LLC | History | Added to | 4,476 | 1,285 | 0.54% | 0.56% | 1188 | +68 | 1.54% | Q1 2026 | May 01, 2026 |
| NBT BANK N A /NY | History | Added to | 4,456 | 1,279 | 0.08% | 0.09% | 1189 | +935 | 26.55% | Q1 2026 | Apr 28, 2026 |
| Heritage Family Offices, LLP | History | New | 4,412 | 1,267 | 0.56% | — | 1190 | +4,412 | New | Q1 2026 | Apr 08, 2026 |
| HOURGLASS CAPITAL, LLC | History | New | 4,410 | 1,266 | 0.26% | — | 1191 | +4,410 | New | Q1 2026 | May 04, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 4,391 | 1,261 | 0.04% | 0.04% | 1192 | +404 | 10.13% | Q1 2026 | May 15, 2026 |
| Madrid Wealth Management, LLC | History | Reduced | 4,388 | 1,260 | 0.95% | 1.07% | 1194 | -165 | -3.62% | Q1 2026 | Apr 21, 2026 |
| Tactive Advisors, LLC | History | Reduced | 4,390 | 1,260 | 0.36% | 0.38% | 1193 | -64 | -1.44% | Q1 2026 | Apr 16, 2026 |
| Clarius Group, LLC | History | No change | 4,334 | 1,257 | 0.07% | 0.07% | 1195 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 4,368 | 1,254 | 0.29% | 0.28% | 1196 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 4,360 | 1,252 | 0.14% | 0.16% | 1197 | -142 | -3.15% | Q1 2026 | May 08, 2026 |
| Oldfather Financial Services, LLC | History | No change | 4,315 | 1,252 | 0.37% | 0.37% | 1198 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Heck Capital Advisors, LLC | History | New | 4,359 | 1,251 | 0.09% | — | 1199 | +4,359 | New | Q1 2026 | Apr 16, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 4,352 | 1,249 | 0.34% | 0.35% | 1200 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Southland Equity Partners LLC | History | Reduced | 4,348 | 1,248 | 0.24% | 0.25% | 1201 | -67 | -1.52% | Q1 2026 | Apr 14, 2026 |
| CFC Planning Co LLC | History | Added to | 4,337 | 1,245 | 0.89% | 0.82% | 1203 | +625 | 16.84% | Q1 2026 | Apr 24, 2026 |
| GW&K Investment Management, LLC | History | No change | 4,337 | 1,245 | 0.01% | 0.01% | 1202 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Farmers National Bank | History | No change | 4,286 | 1,243 | 0.28% | 0.28% | 1204 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| VestGen Investment Management | History | Reduced | 4,326 | 1,242 | 0.68% | 1.49% | 1205 | -4,968 | -53.45% | Q1 2026 | May 12, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 4,311 | 1,238 | 0.29% | 0.31% | 1206 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 4,309 | 1,237 | 0.46% | 0.46% | 1207 | +117 | 2.79% | Q1 2026 | Apr 23, 2026 |
| Kraft, Davis & Associates, LLC | History | New | 16,023 | 1,236 | 0.26% | — | 1209 | +16,023 | New | Q1 2026 | May 01, 2026 |
| High Note Wealth, LLC | History | Added to | 4,305 | 1,236 | 0.24% | 0.24% | 1208 | +25 | 0.58% | Q1 2026 | May 11, 2026 |
| OFS Enterprise LLC | History | New | 4,300 | 1,234 | 0.36% | — | 1212 | +4,300 | New | Q1 2026 | Apr 09, 2026 |
| Impact Capital Partners LLC | History | Reduced | 4,299 | 1,234 | 0.37% | 0.4% | 1211 | -345 | -7.43% | Q1 2026 | Apr 10, 2026 |
| Trajan Wealth LLC | History | Added to | 4,298 | 1,234 | 0.05% | 0.05% | 1210 | +306 | 7.67% | Q1 2026 | May 13, 2026 |
| FDx Advisors, Inc. | History | Added to | 4,271 | 1,227 | 0.39% | 0.59% | 1213 | +310 | 7.83% | Q1 2026 | May 01, 2026 |
| TME FINANCIAL, INC. | History | Added to | 4,248 | 1,219 | 0.84% | 0.83% | 1215 | +168 | 4.12% | Q1 2026 | May 12, 2026 |
| Omega Financial Group, LLC | History | Reduced | 4,245 | 1,219 | 0.4% | 0.41% | 1214 | -1 | -0.02% | Q1 2026 | May 12, 2026 |
| Goldstein Advisors, LLC | History | Added to | 4,244 | 1,218 | 0.14% | 0.11% | 1216 | +920 | 27.68% | Q1 2026 | Apr 28, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 4,231 | 1,215 | 0.01% | 0.01% | 1218 | +530 | 14.32% | Q1 2026 | Apr 27, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Added to | 4,234 | 1,215 | 0.18% | 0.17% | 1217 | +125 | 3.04% | Q1 2026 | May 13, 2026 |
| Caitlin John, LLC | History | Reduced | 4,216 | 1,210 | 0.73% | 0.82% | 1219 | -81 | -1.89% | Q1 2026 | May 13, 2026 |
| KPP Advisory Services LLC | History | Reduced | 4,213 | 1,209 | 0.18% | 0.18% | 1220 | -1 | -0.02% | Q1 2026 | Apr 24, 2026 |
| Sidoxia Capital Management, LLC | History | New | 4,191 | 1,203 | 1.04% | — | 1222 | +4,191 | New | Q1 2026 | May 11, 2026 |
| SACHEM HILL LLC | History | Reduced | 4,192 | 1,203 | 0.23% | 0.24% | 1221 | -51 | -1.2% | Q1 2026 | May 13, 2026 |
| Birch Hill Investment Advisors LLC | History | Added to | 4,187 | 1,202 | 0.05% | 0.05% | 1223 | +6 | 0.14% | Q1 2026 | Apr 29, 2026 |
| Asset Dedication, LLC | History | No change | 4,136 | 1,200 | 0.08% | 0.08% | 1224 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TFC Financial Management, Inc. | History | Added to | 4,176 | 1,199 | 0.15% | 0.15% | 1225 | +12 | 0.29% | Q1 2026 | Apr 23, 2026 |
| Bath Savings Trust Co | History | Added to | 4,164 | 1,195 | 0.13% | 0.07% | 1226 | +1,874 | 81.83% | Q1 2026 | Apr 07, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 4,159 | 1,194 | 0.04% | 0.04% | 1227 | +324 | 8.45% | Q1 2026 | May 05, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 4,155 | 1,193 | 0.17% | 0.18% | 1228 | -325 | -7.25% | Q1 2026 | May 07, 2026 |
| Financial Planning Navigators CORP | History | Reduced | 4,154 | 1,192 | 0.52% | 0.56% | 1229 | -43 | -1.02% | Q1 2026 | Apr 21, 2026 |
| Kellett Wealth Advisors, LLC | History | Added to | 4,147 | 1,191 | 0.65% | 0.69% | 1230 | +1 | 0.02% | Q1 2026 | May 04, 2026 |
| CJM Wealth Advisers, Ltd. | History | Added to | 4,145 | 1,190 | 0.36% | 0.36% | 1231 | +15 | 0.36% | Q1 2026 | Apr 13, 2026 |
| FULTON BANK, N.A. | History | Added to | 4,133 | 1,186 | 0.04% | 0.04% | 1232 | +52 | 1.27% | Q1 2026 | Apr 24, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 4,126 | 1,184 | 0.02% | 0.03% | 1233 | -1,137 | -21.6% | Q1 2026 | May 13, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | Reduced | 4,119 | 1,182 | 0.31% | 0.31% | 1234 | -5 | -0.12% | Q1 2026 | May 05, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 4,107 | 1,179 | 0.0% | 0.0% | 1235 | +2,027 | 97.45% | Q1 2026 | Apr 30, 2026 |
| PROSPERITY BANCSHARES INC | History | Added to | 4,096 | 1,176 | 0.94% | 0.84% | 1236 | +891 | 27.8% | Q1 2026 | May 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 4,072 | 1,169 | 0.08% | 0.07% | 1237 | +158 | 4.04% | Q1 2026 | May 05, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 4,031 | 1,157 | 0.21% | 0.21% | 1238 | +4 | 0.1% | Q1 2026 | May 06, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 4,013 | 1,152 | 0.32% | 0.34% | 1239 | -56 | -1.38% | Q1 2026 | May 07, 2026 |
| Tenzing Financial LLC | History | Reduced | 3,834 | 1,149 | 0.86% | 0.95% | 1240 | -194 | -4.82% | Q1 2026 | Apr 15, 2026 |
| Wealth Architects, LLC | History | Added to | 3,999 | 1,148 | 0.1% | 0.1% | 1241 | +22 | 0.55% | Q1 2026 | May 15, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 3,997 | 1,147 | 0.97% | 0.91% | 1242 | +210 | 5.55% | Q1 2026 | Apr 13, 2026 |
| Donor Advised Charitable Giving, Inc. | History | No change | 3,987 | 1,144 | 0.03% | 0.03% | 1243 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Envision Financial Planning, LLC | History | No change | 3,984 | 1,144 | 0.41% | 0.44% | 1244 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 3,983 | 1,143 | 0.12% | 0.1% | 1245 | +912 | 29.7% | Q1 2026 | May 06, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 3,977 | 1,142 | 0.5% | 0.51% | 1246 | +15 | 0.38% | Q1 2026 | Apr 06, 2026 |
| Bravera Wealth | History | Added to | 3,974 | 1,141 | 0.51% | 0.41% | 1247 | +1,147 | 40.57% | Q1 2026 | Apr 22, 2026 |
| Clayton Financial Group LLC | History | Reduced | 3,963 | 1,138 | 0.58% | 0.7% | 1249 | -784 | -16.52% | Q1 2026 | Apr 13, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 3,965 | 1,138 | 0.45% | 0.4% | 1248 | +443 | 12.58% | Q1 2026 | Apr 21, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Reduced | 3,964 | 1,138 | 0.92% | 0.91% | 1250 | -11 | -0.28% | Q1 2026 | Apr 16, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 3,961 | 1,137 | 0.16% | 0.17% | 1251 | +7 | 0.18% | Q1 2026 | May 11, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 3,957 | 1,136 | 0.84% | 0.91% | 1252 | -1,141 | -22.38% | Q1 2026 | May 08, 2026 |
| Investment Advisory Group, LLC | History | Added to | 3,959 | 1,136 | 0.29% | 0.26% | 1253 | +478 | 13.73% | Q1 2026 | Apr 22, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | No change | 3,926 | 1,127 | 0.06% | 0.06% | 1254 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Traction Financial Partners, LLC | History | Reduced | 3,909 | 1,122 | 0.69% | 0.75% | 1256 | -444 | -10.2% | Q1 2026 | May 14, 2026 |
| Lutz Financial Services LLC | History | Reduced | 3,908 | 1,122 | 0.08% | 0.08% | 1255 | -16 | -0.41% | Q1 2026 | May 04, 2026 |
| Riverview Trust Co | History | No change | 3,906 | 1,121 | 1.38% | 1.36% | 1257 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Stillwater Capital Advisors, LLC | History | No change | 3,888 | 1,116 | 0.13% | 0.12% | 1258 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Added to | 3,879 | 1,113 | 0.43% | 0.43% | 1259 | +2 | 0.05% | Q1 2026 | Apr 29, 2026 |
| Root Financial Partners, LLC | History | Reduced | 3,875 | 1,112 | 0.05% | 0.06% | 1260 | -76 | -1.92% | Q1 2026 | Apr 24, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 3,866 | 1,110 | 0.29% | 0.38% | 1261 | -1,109 | -22.29% | Q1 2026 | May 01, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 3,866 | 1,110 | 0.05% | 0.05% | 1262 | -93 | -2.35% | Q1 2026 | May 06, 2026 |
| Lee-Kelleher Wealth Management | History | No change | 3,852 | 1,106 | 0.66% | 0.67% | 1263 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 3,851 | 1,105 | 0.59% | 0.58% | 1264 | +283 | 7.93% | Q1 2026 | May 13, 2026 |
| Blossom Wealth Management | History | Added to | 3,847 | 1,104 | 1.64% | 1.74% | 1265 | +206 | 5.66% | Q1 2026 | Apr 28, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 3,841 | 1,103 | 0.3% | 0.32% | 1266 | -166 | -4.14% | Q1 2026 | Apr 27, 2026 |
| Evernest Financial Advisors, LLC | History | Added to | 14,360 | 1,099 | 0.23% | 0.24% | 1268 | +10,626 | 284.57% | Q1 2026 | May 04, 2026 |
| TABR Capital Management, LLC | History | Reduced | 3,830 | 1,099 | 1.01% | 0.78% | 1267 | -217 | -5.36% | Q1 2026 | Apr 27, 2026 |
| Longview Financial Advisors, Inc. | History | Reduced | 3,811 | 1,094 | 0.67% | 0.75% | 1269 | -1 | -0.03% | Q1 2026 | Apr 20, 2026 |
| Evanson Asset Management, LLC | History | Added to | 3,808 | 1,093 | 0.06% | 0.06% | 1270 | +61 | 1.63% | Q1 2026 | Apr 08, 2026 |
| Triangle Securities Wealth Management | History | Added to | 3,804 | 1,092 | 0.25% | 0.23% | 1271 | +24 | 0.63% | Q1 2026 | Apr 20, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 3,802 | 1,091 | 0.03% | 0.03% | 1272 | -158 | -3.99% | Q1 2026 | Apr 21, 2026 |
| Fortitude Advisory Group L.L.C. | History | Reduced | 3,796 | 1,089 | 0.49% | 0.47% | 1273 | -49 | -1.27% | Q1 2026 | Apr 28, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 3,783 | 1,086 | 0.09% | 0.09% | 1274 | +1 | 0.03% | Q1 2026 | May 14, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 3,774 | 1,083 | 0.66% | 0.6% | 1275 | +316 | 9.14% | Q1 2026 | Apr 22, 2026 |
| Kennebec Savings Bank | History | Reduced | 3,770 | 1,082 | 0.97% | 0.95% | 1276 | -19 | -0.5% | Q1 2026 | Apr 17, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 3,761 | 1,080 | 0.03% | — | 1277 | +3,761 | New | Q1 2026 | Apr 16, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 3,757 | 1,078 | 0.31% | 0.29% | 1278 | +28 | 0.75% | Q1 2026 | Apr 16, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | New | 3,751 | 1,077 | 0.55% | — | 1280 | +3,751 | New | Q1 2026 | May 13, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 3,754 | 1,077 | 0.69% | 0.73% | 1279 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 3,739 | 1,073 | 0.05% | 0.05% | 1281 | +129 | 3.57% | Q1 2026 | May 04, 2026 |
| Seek First Inc. | History | Added to | 3,717 | 1,067 | 0.75% | 0.74% | 1282 | +14 | 0.38% | Q1 2026 | Apr 23, 2026 |
| Wealth Management Nebraska | History | Added to | 3,706 | 1,064 | 0.11% | 0.07% | 1283 | +1,492 | 67.39% | Q1 2026 | May 15, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 3,703 | 1,063 | 0.31% | 0.29% | 1284 | +294 | 8.62% | Q1 2026 | Apr 22, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Added to | 3,693 | 1,060 | 0.06% | 0.05% | 1285 | +437 | 13.42% | Q1 2026 | Apr 17, 2026 |
| Bannerstone Capital Management, LLC | History | New | 3,683 | 1,057 | 0.98% | — | 1286 | +3,683 | New | Q1 2026 | May 11, 2026 |
| Ardent Capital Management, Inc. | History | No change | 3,680 | 1,056 | 0.45% | 0.42% | 1287 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | Reduced | 3,669 | 1,053 | 0.19% | 0.2% | 1288 | -99 | -2.63% | Q1 2026 | May 11, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 3,653 | 1,049 | 0.54% | 0.57% | 1289 | -28 | -0.76% | Q1 2026 | Apr 10, 2026 |
| Great Diamond Partners, LLC | History | Added to | 3,651 | 1,048 | 0.2% | 0.19% | 1290 | +175 | 5.03% | Q1 2026 | May 12, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 3,637 | 1,044 | 0.62% | 0.62% | 1291 | +36 | 1.0% | Q1 2026 | Apr 30, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Added to | 3,631 | 1,042 | 0.77% | 0.7% | 1292 | +358 | 10.94% | Q1 2026 | Apr 22, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 3,623 | 1,040 | 0.31% | 0.33% | 1293 | -143 | -3.8% | Q1 2026 | May 20, 2026 |
| Melone Private Wealth, LLC | History | No change | 3,621 | 1,039 | 0.42% | 0.45% | 1294 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Wernau Asset Management Inc. | History | Reduced | 3,617 | 1,038 | 0.72% | 0.6% | 1295 | -205 | -5.36% | Q1 2026 | Apr 22, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Added to | 3,604 | 1,034 | 0.46% | 0.36% | 1296 | +715 | 24.75% | Q1 2026 | Apr 23, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Reduced | 3,595 | 1,032 | 0.09% | 0.09% | 1297 | -38 | -1.05% | Q1 2026 | May 06, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Reduced | 3,573 | 1,025 | 0.2% | 0.3% | 1299 | -1,281 | -26.39% | Q1 2026 | May 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 3,549 | 1,025 | 0.07% | 0.07% | 1298 | -153 | -4.13% | Q1 2026 | May 01, 2026 |
| Keebeck Wealth Management | History | Reduced | 3,569 | 1,024 | 0.12% | 0.12% | 1300 | -56 | -1.54% | Q1 2026 | May 14, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 13,345 | 1,021 | 0.17% | 0.15% | 1302 | +10,484 | 366.45% | Q1 2026 | May 08, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 3,558 | 1,021 | 0.07% | 0.07% | 1303 | +40 | 1.14% | Q1 2026 | May 14, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 3,558 | 1,021 | 0.24% | 0.24% | 1301 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Hegarty Advisors, LLC | History | Added to | 3,543 | 1,017 | 0.8% | 0.69% | 1304 | +806 | 29.45% | Q1 2026 | Apr 30, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 3,531 | 1,014 | 0.75% | 0.75% | 1306 | -73 | -2.03% | Q1 2026 | Apr 17, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 3,534 | 1,014 | 0.22% | 0.21% | 1305 | +25 | 0.71% | Q1 2026 | May 13, 2026 |
| MilWealth Group LLC | History | Reduced | 3,525 | 1,012 | 0.24% | 0.25% | 1307 | -27 | -0.76% | Q1 2026 | May 01, 2026 |
| Covenant Asset Management, LLC | History | Reduced | 3,518 | 1,010 | 0.15% | 0.12% | 1308 | -107 | -2.95% | Q1 2026 | Apr 14, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 3,510 | 1,008 | 0.04% | 0.04% | 1309 | -87 | -2.42% | Q1 2026 | Apr 10, 2026 |
| Plan Group Financial, LLC | History | Added to | 3,511 | 1,008 | 0.24% | 0.26% | 1310 | +3 | 0.09% | Q1 2026 | Apr 13, 2026 |
| Greenhouse Wealth Management, LLC | History | Reduced | 3,507 | 1,007 | 0.62% | 0.6% | 1311 | -7 | -0.2% | Q1 2026 | Apr 23, 2026 |
| Lexington Hill Partners, LLC | History | Reduced | 3,478 | 998 | 0.57% | 0.83% | 1312 | -325 | -8.55% | Q1 2026 | Apr 16, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 13,003 | 996 | 0.06% | 0.07% | 1313 | +9,310 | 252.1% | Q1 2026 | Apr 22, 2026 |
| KWMG, LLC | History | Reduced | 3,459 | 993 | 0.08% | 0.09% | 1314 | -106 | -2.97% | Q1 2026 | Apr 09, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 3,455 | 992 | 0.08% | 0.1% | 1315 | -842 | -19.6% | Q1 2026 | May 05, 2026 |
| Claris Financial LLC | History | Added to | 3,448 | 990 | 0.54% | 0.37% | 1316 | +1,020 | 42.01% | Q1 2026 | May 18, 2026 |
| Randolph Co Inc | History | Reduced | 3,444 | 989 | 0.09% | 0.1% | 1317 | -24 | -0.69% | Q1 2026 | Apr 24, 2026 |
| CDKV HOLDINGS LLC | History | Reduced | 3,437 | 986 | 0.87% | 0.83% | 1318 | -1 | -0.03% | Q1 2026 | May 01, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 3,425 | 983 | 0.39% | 0.4% | 1319 | +16 | 0.47% | Q1 2026 | May 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 3,400 | 976 | 0.0% | 0.0% | 1320 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | No change | 3,399 | 976 | 0.64% | 0.66% | 1321 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Tranquility Partners, LLC | History | Reduced | 3,392 | 974 | 0.37% | 0.36% | 1323 | -12 | -0.35% | Q1 2026 | Apr 20, 2026 |
| Keel Point, LLC | History | No change | 3,358 | 974 | 0.06% | 0.06% | 1322 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 3,388 | 973 | 0.15% | 0.15% | 1324 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 3,378 | 969 | 0.11% | 0.09% | 1325 | +719 | 27.04% | Q1 2026 | May 11, 2026 |
| Pacific Park Financial, Inc. | History | Added to | 3,363 | 965 | 0.63% | 0.45% | 1326 | +876 | 35.22% | Q1 2026 | Apr 21, 2026 |
| Empowered Funds, LLC | History | New | 3,349 | 961 | 0.01% | — | 1328 | +3,349 | New | Q1 2026 | May 14, 2026 |
| Marotta Asset Management | History | No change | 3,327 | 961 | 0.18% | 0.18% | 1327 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 3,335 | 960 | 0.0% | 0.0% | 1329 | +2,142 | 179.55% | Q1 2026 | May 12, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 3,345 | 960 | 0.15% | 0.18% | 1330 | -13 | -0.39% | Q1 2026 | Apr 17, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 3,330 | 956 | 0.15% | 0.2% | 1331 | -247 | -6.91% | Q1 2026 | May 06, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 3,304 | 948 | 0.14% | 0.14% | 1332 | +3 | 0.09% | Q1 2026 | Apr 27, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 3,300 | 947 | 0.1% | 0.1% | 1333 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Athena Investment Management | History | Added to | 3,295 | 946 | 0.49% | 0.46% | 1334 | +207 | 6.7% | Q1 2026 | May 11, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 3,287 | 943 | 0.21% | 0.22% | 1335 | +36 | 1.11% | Q1 2026 | Apr 02, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 3,282 | 942 | 0.09% | 0.09% | 1336 | +150 | 4.79% | Q1 2026 | Apr 15, 2026 |
| LifePlan Financial, LLC | History | Reduced | 3,281 | 942 | 0.7% | 0.75% | 1337 | -109 | -3.22% | Q1 2026 | Apr 14, 2026 |
| Autumn Glory Partners, LLC | History | Reduced | 3,283 | 942 | 0.35% | 0.34% | 1338 | -44 | -1.32% | Q1 2026 | May 04, 2026 |
| Miller Capital Partners, Inc. | History | Added to | 3,278 | 941 | 0.45% | 0.48% | 1339 | +5 | 0.15% | Q1 2026 | May 14, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 3,239 | 940 | 0.56% | 0.56% | 1340 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| Darden Wealth Group Inc | History | Reduced | 3,271 | 939 | 0.48% | 0.6% | 1341 | -1,000 | -23.41% | Q1 2026 | May 08, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 3,262 | 937 | 0.13% | 0.08% | 1342 | +1,464 | 81.42% | Q1 2026 | May 08, 2026 |
| Garde Capital, Inc. | History | Added to | 3,261 | 936 | 0.06% | 0.05% | 1343 | +164 | 5.3% | Q1 2026 | Apr 28, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | Added to | 3,257 | 935 | 0.84% | 0.88% | 1344 | +5 | 0.15% | Q1 2026 | Apr 28, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 3,252 | 933 | 0.35% | 0.54% | 1345 | -2,144 | -39.73% | Q1 2026 | May 11, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 3,241 | 930 | 0.13% | 0.14% | 1346 | +202 | 6.65% | Q1 2026 | May 11, 2026 |
| Breakwater Capital Group | History | Reduced | 3,234 | 928 | 0.12% | 0.13% | 1347 | -14 | -0.43% | Q1 2026 | Apr 20, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 3,225 | 926 | 0.22% | 0.23% | 1348 | +315 | 10.82% | Q1 2026 | May 07, 2026 |
| Apex Wealth Management, LLC | History | Reduced | 3,219 | 924 | 0.63% | 1.03% | 1350 | -145 | -4.31% | Q1 2026 | Apr 15, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 3,218 | 924 | 0.05% | 0.05% | 1349 | -64 | -1.95% | Q1 2026 | May 07, 2026 |
| Carmel Capital Partners, LLC | History | Added to | 3,211 | 922 | 0.33% | 0.33% | 1352 | +11 | 0.34% | Q1 2026 | Apr 30, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 3,211 | 922 | 0.09% | 0.08% | 1351 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Added to | 3,205 | 920 | 0.08% | 0.08% | 1353 | +236 | 7.95% | Q1 2026 | May 01, 2026 |
| Oxbow Advisors, LLC | History | No change | 3,205 | 920 | 0.08% | 0.08% | 1354 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 3,195 | 917 | 0.64% | 0.59% | 1355 | +112 | 3.63% | Q1 2026 | Apr 07, 2026 |
| Antonelli Financial Advisors, LLC | History | Reduced | 3,182 | 914 | 0.63% | 0.62% | 1356 | -70 | -2.15% | Q1 2026 | Apr 28, 2026 |
| MidFirst Bank | History | Added to | 3,179 | 912 | 0.08% | 0.07% | 1357 | +234 | 7.95% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,162 | 908 | 0.01% | 0.01% | 1358 | +429 | 15.7% | Q1 2026 | Apr 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 3,162 | 907 | 0.01% | 2.82% | 1359 | -2,760,291 | -99.89% | Q1 2026 | Apr 29, 2026 |
| Chemistry Wealth Management LLC | History | Reduced | 3,141 | 902 | 0.16% | 0.19% | 1360 | -359 | -10.26% | Q1 2026 | Apr 09, 2026 |
| Farnam Financial LLC | History | Reduced | 3,144 | 902 | 0.74% | 0.74% | 1361 | -242 | -7.15% | Q1 2026 | Apr 27, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 3,136 | 900 | 0.04% | 0.02% | 1362 | +1,846 | 143.1% | Q1 2026 | May 08, 2026 |
| Shade Tree Advisors LLC | History | No change | 3,125 | 897 | 0.64% | 0.69% | 1363 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 3,114 | 894 | 0.01% | 0.0% | 1364 | +548 | 21.36% | Q1 2026 | May 15, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 3,109 | 892 | 0.49% | 0.56% | 1365 | +10 | 0.32% | Q1 2026 | Apr 16, 2026 |
| Sachetta, LLC | History | Reduced | 3,103 | 891 | 0.48% | 0.5% | 1366 | -30 | -0.96% | Q1 2026 | May 01, 2026 |
| FIRST COMMUNITY TRUST NA | History | Reduced | 3,096 | 889 | 0.66% | 0.78% | 1367 | -502 | -13.95% | Q1 2026 | Apr 16, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 3,091 | 887 | 0.23% | 0.25% | 1368 | +58 | 1.91% | Q1 2026 | May 06, 2026 |
| Plan A Wealth LLC | History | Reduced | 3,083 | 885 | 0.42% | 0.48% | 1370 | -265 | -7.92% | Q1 2026 | May 15, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 3,082 | 885 | 0.33% | 0.33% | 1369 | -75 | -2.38% | Q1 2026 | Apr 30, 2026 |
| Guardian Financial Partners, LLC | History | Reduced | 3,081 | 884 | 0.37% | 0.4% | 1371 | -157 | -4.85% | Q1 2026 | Apr 15, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 3,072 | 882 | 0.01% | 0.01% | 1372 | +127 | 4.31% | Q1 2026 | Apr 17, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 3,064 | 879 | 0.18% | 0.2% | 1373 | -197 | -6.04% | Q1 2026 | Apr 30, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 3,055 | 877 | 0.5% | 0.42% | 1375 | -46 | -1.48% | Q1 2026 | May 04, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 3,054 | 877 | 0.23% | 0.24% | 1374 | +19 | 0.63% | Q1 2026 | Apr 15, 2026 |
| FMB WEALTH MANAGEMENT | History | New | 3,050 | 875 | 0.36% | — | 1376 | +3,050 | New | Q1 2026 | Apr 15, 2026 |
| PECAUT & CO. | History | Added to | 3,041 | 873 | 0.28% | 0.28% | 1377 | +90 | 3.05% | Q1 2026 | May 11, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 3,038 | 872 | 0.03% | 0.03% | 1378 | -197 | -6.09% | Q1 2026 | Apr 30, 2026 |
| TOWER TRUST & INVESTMENT Co | History | Added to | 3,034 | 871 | 0.57% | 0.52% | 1380 | +183 | 6.42% | Q1 2026 | Apr 08, 2026 |
| Detalus Advisors, LLC | History | Added to | 3,035 | 871 | 0.2% | 0.21% | 1379 | +4 | 0.13% | Q1 2026 | Apr 22, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | No change | 3,036 | 871 | 0.72% | 0.74% | 1381 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Reduced | 3,027 | 869 | 0.42% | 0.52% | 1382 | -496 | -14.08% | Q1 2026 | May 15, 2026 |
| Forza Wealth Management, LLC | History | Added to | 3,025 | 868 | 0.3% | 0.28% | 1384 | +317 | 11.71% | Q1 2026 | Apr 30, 2026 |
| McGuire Investment Group, LLC | History | Added to | 3,024 | 868 | 0.1% | 0.09% | 1383 | +119 | 4.1% | Q1 2026 | Apr 28, 2026 |
| Advisory Alpha, LLC | History | Added to | 3,019 | 867 | 0.02% | 0.02% | 1385 | +314 | 11.61% | Q1 2026 | May 14, 2026 |
| KIECKHEFER GROUP LLC | History | No change | 3,021 | 867 | 0.41% | 0.42% | 1386 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 2,998 | 860 | 0.05% | 0.05% | 1387 | -65 | -2.12% | Q1 2026 | Apr 29, 2026 |
| Oakmont Advisory Group, LLC | History | Added to | 2,986 | 857 | 0.87% | 0.73% | 1388 | +640 | 27.28% | Q1 2026 | May 12, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 11,052 | 856 | 0.31% | 0.33% | 1389 | +8,244 | 293.59% | Q1 2026 | May 08, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,983 | 856 | 0.05% | 0.08% | 1390 | -2,100 | -41.31% | Q1 2026 | May 15, 2026 |
| TFB Advisors LLC | History | Reduced | 2,977 | 854 | 0.45% | 0.32% | 1391 | -951 | -24.21% | Q1 2026 | Apr 20, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 2,972 | 853 | 0.35% | 0.26% | 1392 | +423 | 16.59% | Q1 2026 | Apr 14, 2026 |
| Curbstone Financial Management Corp | History | No change | 2,970 | 852 | 0.16% | 0.16% | 1393 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | Added to | 2,955 | 848 | 0.41% | 0.31% | 1394 | +778 | 35.74% | Q1 2026 | May 15, 2026 |
| Old North State Trust, LLC | History | Added to | 2,949 | 847 | 0.5% | 0.48% | 1395 | +162 | 5.81% | Q1 2026 | May 13, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Reduced | 2,951 | 847 | 0.32% | 0.31% | 1396 | -32 | -1.07% | Q1 2026 | May 18, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 2,941 | 844 | 0.08% | 0.05% | 1397 | +1,014 | 52.62% | Q1 2026 | Apr 17, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 2,934 | 842 | 0.33% | 0.37% | 1398 | -334 | -10.22% | Q1 2026 | May 14, 2026 |
| L. Roy Papp & Associates, LLP | History | Added to | 2,915 | 837 | 0.1% | 0.09% | 1399 | +3 | 0.1% | Q1 2026 | Apr 14, 2026 |
| Capital Asset Managemnet, LLC | History | Added to | 2,917 | 837 | 0.94% | 0.94% | 1400 | +1 | 0.03% | Q1 2026 | Apr 14, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 2,912 | 836 | 0.1% | 0.1% | 1401 | -32 | -1.09% | Q1 2026 | May 04, 2026 |
| Aufman Associates Inc | History | Reduced | 2,905 | 834 | 0.41% | 0.43% | 1402 | -1 | -0.03% | Q1 2026 | May 15, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 2,898 | 832 | 0.09% | 0.08% | 1403 | +152 | 5.54% | Q1 2026 | Apr 22, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 2,884 | 828 | 0.09% | 0.09% | 1404 | +22 | 0.77% | Q1 2026 | Apr 22, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 2,851 | 827 | 0.05% | 0.05% | 1405 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 2,871 | 824 | 0.06% | 0.06% | 1406 | -253 | -8.1% | Q1 2026 | Apr 13, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | New | 2,861 | 821 | 0.09% | — | 1407 | +2,861 | New | Q1 2026 | Apr 07, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 10,720 | 820 | 0.11% | 0.11% | 1408 | +8,126 | 313.26% | Q1 2026 | Apr 28, 2026 |
| Asset Advisory Group, Inc. | History | Added to | 2,848 | 818 | 0.41% | 0.41% | 1410 | +28 | 0.99% | Q1 2026 | Apr 16, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 2,851 | 818 | 0.28% | 0.33% | 1409 | +11 | 0.39% | Q1 2026 | May 14, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 2,838 | 815 | 0.01% | 0.01% | 1411 | +335 | 13.38% | Q1 2026 | May 11, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | Added to | 2,836 | 814 | 0.33% | 0.29% | 1412 | +453 | 19.01% | Q1 2026 | Apr 27, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 2,829 | 812 | 0.11% | 0.12% | 1413 | -4 | -0.14% | Q1 2026 | Apr 13, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 10,590 | 810 | 0.26% | 0.27% | 1414 | +7,943 | 300.08% | Q1 2026 | May 12, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 2,817 | 808 | 0.11% | 0.11% | 1415 | +7 | 0.25% | Q1 2026 | Apr 09, 2026 |
| WBH ADVISORY INC | History | Added to | 2,794 | 807 | 0.06% | 0.06% | 1416 | +1 | 0.04% | Q1 2026 | Apr 27, 2026 |
| Integrity Wealth Partners, LLC | History | New | 2,809 | 806 | 0.73% | — | 1418 | +2,809 | New | Q1 2026 | Apr 27, 2026 |
| Churchill Financial Advisors, LLC | History | Reduced | 2,808 | 806 | 0.17% | 0.34% | 1417 | -1,070 | -27.59% | Q1 2026 | Apr 22, 2026 |
| True North Advisors, LLC | History | Added to | 2,805 | 805 | 0.09% | 0.1% | 1419 | +58 | 2.11% | Q1 2026 | May 07, 2026 |
| Legacy Private Trust Co. | History | Added to | 2,797 | 803 | 0.05% | 0.05% | 1420 | +1 | 0.04% | Q1 2026 | Apr 07, 2026 |
| Daviman Financial, LLC | History | Reduced | 2,795 | 802 | 0.47% | 0.57% | 1422 | -564 | -16.79% | Q1 2026 | Apr 23, 2026 |
| J2 Capital Management Inc | History | Added to | 2,796 | 802 | 0.55% | 0.53% | 1421 | +312 | 12.56% | Q1 2026 | Apr 21, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 2,783 | 799 | 0.19% | 0.13% | 1424 | +1,396 | 100.65% | Q1 2026 | May 15, 2026 |
| ALERUS FINANCIAL NA | History | Added to | 2,784 | 799 | 0.04% | 0.04% | 1423 | +282 | 11.27% | Q1 2026 | May 12, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 2,784 | 799 | 0.06% | 0.07% | 1425 | -2 | -0.07% | Q1 2026 | Apr 22, 2026 |
| Private Wealth Group, LLC | History | No change | 2,778 | 797 | 0.37% | 0.39% | 1426 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Financial Symmetry Inc | History | Added to | 10,263 | 793 | 0.28% | 0.38% | 1427 | +7,016 | 216.08% | Q1 2026 | May 11, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 2,755 | 791 | 0.09% | 0.05% | 1428 | +1,084 | 64.87% | Q1 2026 | May 11, 2026 |
| Apollon Financial, LLC | History | Added to | 2,754 | 791 | 0.11% | 0.11% | 1429 | +70 | 2.61% | Q1 2026 | Apr 22, 2026 |
| Greenline Partners, LLC | History | No change | 2,750 | 789 | 0.08% | 0.09% | 1430 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 2,738 | 786 | 0.12% | 0.11% | 1431 | +42 | 1.56% | Q1 2026 | Apr 29, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 2,732 | 784 | 0.24% | 0.2% | 1433 | +419 | 18.12% | Q1 2026 | May 12, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 2,731 | 784 | 0.06% | 0.06% | 1432 | +211 | 8.37% | Q1 2026 | May 06, 2026 |
| Vantus Wealth LLC | History | No change | 2,679 | 777 | 0.57% | 0.57% | 1434 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 2,705 | 776 | 0.18% | 0.18% | 1435 | +47 | 1.77% | Q1 2026 | Apr 20, 2026 |
| Strid Group, LLC | History | Added to | 2,702 | 775 | 0.1% | 0.05% | 1436 | +1,222 | 82.57% | Q1 2026 | Apr 29, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 2,694 | 773 | 0.11% | 0.08% | 1437 | +291 | 12.11% | Q1 2026 | May 13, 2026 |
| Willow Financial LLC | History | No change | 2,692 | 773 | 0.78% | 0.79% | 1438 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 2,692 | 772 | 0.02% | 0.02% | 1439 | +280 | 11.61% | Q1 2026 | May 04, 2026 |
| GRANDFIELD & DODD, LLC | History | Added to | 2,686 | 771 | 0.04% | 0.04% | 1440 | +47 | 1.78% | Q1 2026 | May 07, 2026 |
| ETF Store, Inc. | History | Reduced | 2,674 | 768 | 0.75% | 0.79% | 1441 | -6 | -0.22% | Q1 2026 | Apr 30, 2026 |
| LIBRA WEALTH LLC | History | No change | 2,677 | 768 | 0.22% | 0.22% | 1442 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TFR Capital, LLC. | History | Reduced | 2,674 | 767 | 0.24% | 0.26% | 1443 | -1 | -0.04% | Q1 2026 | May 04, 2026 |
| TI-TRUST, INC | History | Reduced | 2,646 | 759 | 0.45% | 0.47% | 1444 | -7 | -0.26% | Q1 2026 | Apr 28, 2026 |
| Strategic Equity Management | History | Reduced | 2,629 | 754 | 0.28% | 0.32% | 1445 | -624 | -19.18% | Q1 2026 | Apr 21, 2026 |
| Aberdeen Wealth Management LLC | History | Added to | 2,615 | 751 | 0.34% | 0.31% | 1446 | +283 | 12.14% | Q1 2026 | May 15, 2026 |
| Disciplined Investments, LLC | History | Reduced | 2,614 | 750 | 0.27% | 0.3% | 1447 | -63 | -2.35% | Q1 2026 | May 12, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 2,605 | 748 | 0.06% | 0.05% | 1448 | +147 | 5.98% | Q1 2026 | Apr 29, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 2,601 | 746 | 0.13% | 0.15% | 1449 | -455 | -14.89% | Q1 2026 | Apr 17, 2026 |
| WJ Financial Advisors LLC | History | No change | 2,588 | 743 | 0.6% | 0.67% | 1450 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Brooklyn Investment Group | History | Added to | 2,587 | 742 | 0.02% | 0.03% | 1453 | +679 | 35.59% | Q1 2026 | Apr 29, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 2,584 | 742 | 0.03% | 0.03% | 1451 | -134 | -4.93% | Q1 2026 | May 08, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 2,585 | 742 | 0.08% | 0.08% | 1452 | -48 | -1.82% | Q1 2026 | May 04, 2026 |
| Empirical Asset Management, LLC | History | Added to | 10,093 | 742 | 0.2% | 0.21% | 1454 | +5 | 0.05% | Q1 2026 | May 11, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 2,583 | 741 | 0.01% | 0.01% | 1455 | +577 | 28.76% | Q1 2026 | May 11, 2026 |
| Clark Asset Management, LLC | History | Added to | 2,572 | 738 | 0.07% | 0.04% | 1457 | +1,225 | 90.94% | Q1 2026 | Apr 16, 2026 |
| Noble Wealth Management PBC | History | Reduced | 2,570 | 738 | 0.37% | 0.38% | 1456 | -25 | -0.96% | Q1 2026 | Apr 02, 2026 |
| Willis Investment Counsel | History | No change | 2,567 | 737 | 0.04% | 0.04% | 1458 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Westshore Wealth, LLC | History | No change | 2,537 | 736 | 0.24% | 0.24% | 1459 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Bakala Capital LLC | History | Added to | 2,558 | 734 | 3.53% | 3.49% | 1460 | +10 | 0.39% | Q1 2026 | May 14, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 2,553 | 733 | 0.05% | 0.05% | 1461 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hibernia Wealth Partners, LLC | History | Reduced | 2,551 | 732 | 0.22% | 0.23% | 1462 | -52 | -2.0% | Q1 2026 | May 04, 2026 |
| Eagle Bay Advisors LLC | History | Added to | 2,539 | 731 | 0.65% | 0.54% | 1463 | +1 | 0.04% | Q1 2026 | Apr 24, 2026 |
| SpringVest Wealth Management LLC | History | Added to | 2,539 | 729 | 0.5% | 0.46% | 1466 | +242 | 10.54% | Q1 2026 | Apr 21, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 2,541 | 729 | 0.21% | 0.25% | 1464 | -226 | -8.17% | Q1 2026 | Apr 30, 2026 |
| Vantage Financial Partners, LLC | History | No change | 2,514 | 729 | 0.15% | 0.15% | 1465 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Keystone Financial Services, LLC | History | Reduced | 2,536 | 728 | 0.49% | 0.5% | 1467 | -16 | -0.63% | Q1 2026 | Apr 21, 2026 |
| WealthTrak Capital Management LLC | History | Reduced | 2,528 | 726 | 0.52% | 0.53% | 1468 | -18 | -0.71% | Q1 2026 | May 12, 2026 |
| Bestgate Wealth Advisors, LLC | History | Reduced | 2,527 | 725 | 1.31% | 1.43% | 1469 | -271 | -9.69% | Q1 2026 | Apr 23, 2026 |
| DAVIDSON TRUST CO | History | Added to | 2,515 | 722 | 0.31% | 0.29% | 1470 | +144 | 6.07% | Q1 2026 | Apr 20, 2026 |
| Wells Financial Advisors INC | History | Reduced | 2,513 | 721 | 3.28% | 3.7% | 1471 | -4,202 | -62.58% | Q1 2026 | May 07, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Added to | 2,513 | 721 | 0.58% | 0.28% | 1472 | +1,307 | 108.37% | Q1 2026 | May 12, 2026 |
| Urban Financial Advisory Corp | History | Added to | 2,501 | 718 | 0.25% | 0.23% | 1474 | +513 | 25.8% | Q1 2026 | May 08, 2026 |
| Human Investing LLC | History | Added to | 2,502 | 718 | 0.1% | 0.09% | 1473 | +427 | 20.58% | Q1 2026 | May 07, 2026 |
| Astra Wealth Partners LLC | History | Reduced | 2,502 | 718 | 0.43% | 0.43% | 1475 | -18 | -0.71% | Q1 2026 | May 06, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 2,498 | 717 | 0.06% | 0.08% | 1476 | -1,191 | -32.29% | Q1 2026 | May 07, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 2,488 | 714 | 0.29% | 0.15% | 1477 | +1,288 | 107.33% | Q1 2026 | May 06, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Reduced | 2,489 | 714 | 0.54% | 0.59% | 1478 | -180 | -6.74% | Q1 2026 | May 15, 2026 |
| Financial Alternatives, Inc | History | No change | 2,486 | 713 | 0.38% | 0.42% | 1479 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Welch Group, LLC | History | Reduced | 2,469 | 709 | 0.03% | 0.03% | 1480 | -473 | -16.08% | Q1 2026 | Apr 21, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 2,469 | 709 | 0.22% | 0.23% | 1482 | -161 | -6.12% | Q1 2026 | May 12, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 2,470 | 709 | 0.02% | 0.02% | 1481 | +17 | 0.69% | Q1 2026 | May 13, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 2,461 | 706 | 0.05% | 0.05% | 1483 | -347 | -12.36% | Q1 2026 | Apr 16, 2026 |
| Independence Bank of Kentucky | History | Reduced | 2,461 | 706 | 0.09% | 0.09% | 1484 | -47 | -1.87% | Q1 2026 | Apr 30, 2026 |
| Diligent Investors, LLC | History | No change | 2,457 | 705 | 0.17% | 0.18% | 1485 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | Added to | 2,452 | 704 | 0.04% | 0.04% | 1486 | +18 | 0.74% | Q1 2026 | Apr 13, 2026 |
| Howard Capital Management Group, LLC | History | No change | 2,453 | 704 | 0.05% | 0.04% | 1487 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | No change | 2,452 | 704 | 0.38% | 0.37% | 1488 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 2,450 | 703 | 0.34% | 0.2% | 1490 | +1,094 | 80.68% | Q1 2026 | Apr 22, 2026 |
| Hummer Financial Advisory Services Inc | History | Added to | 2,449 | 703 | 0.5% | 0.47% | 1489 | +150 | 6.52% | Q1 2026 | Apr 08, 2026 |
| Financial Security Advisor, Inc. | History | Added to | 2,446 | 702 | 0.13% | 0.14% | 1491 | +10 | 0.41% | Q1 2026 | May 04, 2026 |
| LEE DANNER & BASS INC | History | No change | 2,427 | 696 | 0.04% | 0.05% | 1492 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 2,418 | 694 | 0.09% | 0.12% | 1493 | -805 | -24.98% | Q1 2026 | May 04, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 2,415 | 693 | 0.04% | 0.04% | 1494 | +147 | 6.48% | Q1 2026 | May 06, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 9,120 | 692 | 0.21% | 0.22% | 1495 | +6,813 | 295.32% | Q1 2026 | Apr 30, 2026 |
| Forum Financial Management, LP | History | Reduced | 2,409 | 691 | 0.01% | 0.01% | 1496 | -159 | -6.19% | Q1 2026 | Apr 23, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | New | 2,403 | 690 | 0.01% | — | 1498 | +2,403 | New | Q1 2026 | May 15, 2026 |
| Briggs Wealth Management, Inc | History | Reduced | 2,405 | 690 | 0.73% | 0.8% | 1497 | -169 | -6.57% | Q1 2026 | May 15, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 2,398 | 688 | 0.2% | 0.15% | 1499 | +648 | 37.03% | Q1 2026 | Apr 30, 2026 |
| Clearwave Capital, LLC | History | Added to | 2,399 | 688 | 0.47% | 0.51% | 1500 | +7 | 0.29% | Q1 2026 | Apr 29, 2026 |
| Private Advisory Group LLC | History | Reduced | 2,389 | 686 | 0.05% | 0.05% | 1501 | -13 | -0.54% | Q1 2026 | May 08, 2026 |
| Pandi, LLC | History | New | 2,383 | 684 | 0.11% | — | 1502 | +2,383 | New | Q1 2026 | May 12, 2026 |
| Thomasville National Bank | History | No change | 2,355 | 683 | 0.04% | 0.04% | 1503 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Graney & King, LLC | History | No change | 2,369 | 680 | 0.37% | 0.4% | 1504 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 2,367 | 679 | 0.12% | 0.14% | 1506 | -280 | -10.58% | Q1 2026 | May 11, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 2,365 | 679 | 0.04% | 0.04% | 1505 | +91 | 4.0% | Q1 2026 | Apr 29, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 2,497 | 678 | 0.18% | 0.15% | 1508 | +667 | 36.45% | Q1 2026 | May 01, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 2,363 | 678 | 0.33% | 0.3% | 1507 | +201 | 9.3% | Q1 2026 | May 07, 2026 |
| Kera Capital Partners, Inc. | History | No change | 2,360 | 677 | 0.08% | 0.09% | 1509 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 2,356 | 676 | 0.22% | 0.22% | 1510 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Colonial Trust Co / SC | History | Reduced | 2,354 | 675 | 0.09% | 0.09% | 1511 | -22 | -0.93% | Q1 2026 | May 12, 2026 |
| Livet Wealth, LLC | History | Reduced | 2,348 | 674 | 0.43% | 0.47% | 1512 | -256 | -9.83% | Q1 2026 | Apr 24, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 8,791 | 673 | 0.28% | 0.3% | 1514 | +6,560 | 294.04% | Q1 2026 | May 08, 2026 |
| Cannell & Spears LLC | History | Added to | 2,345 | 673 | 0.01% | 0.01% | 1513 | +311 | 15.29% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Advisors LLC | History | Added to | 2,340 | 672 | 0.54% | 0.57% | 1516 | +60 | 2.63% | Q1 2026 | May 01, 2026 |
| Sonoma Allocations LLC | History | Reduced | 2,310 | 672 | 0.23% | 0.23% | 1515 | -42 | -1.79% | Q1 2026 | May 19, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 2,338 | 671 | 0.03% | 0.03% | 1517 | -17 | -0.72% | Q1 2026 | Apr 29, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 2,319 | 665 | 0.07% | 0.07% | 1518 | -76 | -3.17% | Q1 2026 | May 11, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 2,312 | 663 | 0.02% | 0.03% | 1519 | -193 | -7.7% | Q1 2026 | May 07, 2026 |
| Rinkey Investments | History | No change | 2,307 | 662 | 0.17% | 0.17% | 1520 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gibbs Wealth Management | History | Added to | 2,304 | 661 | 0.09% | 0.1% | 1521 | +931 | 67.81% | Q1 2026 | May 13, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | No change | 2,295 | 659 | 0.24% | 0.26% | 1522 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Buttonwood Financial Advisors Inc. | History | Reduced | 2,292 | 658 | 0.22% | 0.22% | 1523 | -8 | -0.35% | Q1 2026 | Apr 21, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 2,289 | 657 | 0.08% | 0.08% | 1524 | +355 | 18.36% | Q1 2026 | Apr 27, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 2,290 | 657 | 0.33% | 0.35% | 1525 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 2,288 | 656 | 0.12% | 0.11% | 1527 | -164 | -6.69% | Q1 2026 | May 11, 2026 |
| Palisade Asset Management, LLC | History | No change | 2,286 | 656 | 0.07% | 0.06% | 1526 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 2,278 | 654 | 0.04% | 0.04% | 1528 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| North Star Investment Management Corp. | History | Added to | 2,277 | 653 | 0.04% | 0.04% | 1529 | +2 | 0.09% | Q1 2026 | Apr 23, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 2,267 | 650 | 0.04% | 0.04% | 1530 | +4 | 0.18% | Q1 2026 | May 13, 2026 |
| Heritage Financial Services, LLC | History | No change | 2,241 | 650 | 0.05% | 0.05% | 1531 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| StrongBox Wealth, LLC | History | Reduced | 2,263 | 649 | 0.21% | 0.32% | 1532 | -1,047 | -31.63% | Q1 2026 | May 08, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 2,256 | 647 | 0.01% | 0.01% | 1533 | -31 | -1.36% | Q1 2026 | Apr 16, 2026 |
| Divergent Planning, LLC | History | No change | 2,209 | 646 | 0.16% | 0.16% | 1534 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Nolet Wealth Management, LLC | History | No change | 2,250 | 646 | 0.37% | 0.36% | 1535 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ARMSTRONG HENRY H ASSOCIATES INC | History | No change | 2,248 | 645 | 0.07% | 0.06% | 1536 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Park Edge Advisors, LLC | History | Added to | 2,244 | 644 | 0.15% | 0.15% | 1537 | +1 | 0.04% | Q1 2026 | Apr 20, 2026 |
| Sara-Bay Financial | History | Added to | 2,228 | 639 | 0.19% | 0.19% | 1538 | +77 | 3.58% | Q1 2026 | Apr 17, 2026 |
| Geneva Partners, LLC | History | Added to | 2,223 | 638 | 0.31% | 0.21% | 1539 | +178 | 8.7% | Q1 2026 | Apr 29, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Added to | 2,213 | 635 | 0.26% | 0.25% | 1541 | +92 | 4.34% | Q1 2026 | May 06, 2026 |
| Sequent Asset Management, LLC | History | No change | 2,187 | 635 | 0.28% | 0.28% | 1540 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Modus Advisors, LLC | History | Reduced | 2,209 | 634 | 0.17% | 0.33% | 1543 | -2,131 | -49.1% | Q1 2026 | May 04, 2026 |
| Busey Bank | History | Reduced | 2,211 | 634 | 0.02% | 0.02% | 1542 | -125 | -5.35% | Q1 2026 | Apr 28, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 2,194 | 629 | 0.15% | 0.15% | 1544 | +14 | 0.64% | Q1 2026 | May 08, 2026 |
| Winthrop Capital Management, LLC | History | No change | 2,188 | 628 | 0.16% | 0.15% | 1545 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 2,185 | 627 | 0.41% | 0.44% | 1546 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Added to | 2,182 | 626 | 0.14% | 0.11% | 1547 | +532 | 32.24% | Q1 2026 | May 13, 2026 |
| Values Added Financial LLC | History | Reduced | 2,181 | 626 | 0.26% | 0.3% | 1549 | -250 | -10.28% | Q1 2026 | Apr 20, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 2,181 | 626 | 0.09% | 0.09% | 1548 | -25 | -1.13% | Q1 2026 | Apr 21, 2026 |
| Swisher Financial Concepts, Inc. | History | Reduced | 2,176 | 624 | 0.35% | 0.36% | 1550 | -28 | -1.27% | Q1 2026 | Apr 16, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 2,167 | 622 | 0.4% | 0.41% | 1551 | -148 | -6.39% | Q1 2026 | Apr 15, 2026 |
| Purkiss Capital Advisors LLC | History | Reduced | 2,150 | 617 | 0.27% | 0.3% | 1552 | -65 | -2.93% | Q1 2026 | May 04, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 2,148 | 616 | 0.05% | 0.05% | 1553 | +317 | 17.31% | Q1 2026 | Apr 08, 2026 |
| Convergence Financial, LLC | History | Added to | 4,456 | 615 | 0.07% | 0.04% | 1554 | +3,443 | 339.88% | Q1 2026 | May 11, 2026 |
| Beacon Bank & Trust | History | Reduced | 2,140 | 614 | 0.13% | 0.15% | 1555 | -412 | -16.14% | Q1 2026 | Apr 28, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 2,141 | 614 | 0.01% | 0.01% | 1556 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 2,137 | 613 | 0.18% | 0.21% | 1557 | -318 | -12.95% | Q1 2026 | Apr 21, 2026 |
| Sargent Investment Group, LLC | History | No change | 2,133 | 612 | 0.08% | 0.08% | 1558 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 2,126 | 610 | 0.14% | 0.14% | 1559 | +51 | 2.46% | Q1 2026 | Apr 20, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 2,124 | 609 | 0.38% | — | 1561 | +2,124 | New | Q1 2026 | Apr 14, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 2,121 | 609 | 0.06% | 0.05% | 1560 | +754 | 55.16% | Q1 2026 | Apr 23, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 2,119 | 608 | 0.21% | 0.23% | 1562 | +74 | 3.62% | Q1 2026 | Apr 21, 2026 |
| SVB WEALTH LLC | History | Reduced | 2,109 | 605 | 0.04% | 0.04% | 1563 | -33 | -1.54% | Q1 2026 | Apr 17, 2026 |
| Prospera Capital Management, LLC | History | No change | 2,105 | 604 | 0.3% | 0.31% | 1564 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 2,101 | 603 | 0.29% | 0.3% | 1565 | +6 | 0.29% | Q1 2026 | May 05, 2026 |
| Baron Wealth Management LLC | History | Reduced | 2,097 | 602 | 0.18% | 0.19% | 1566 | -7 | -0.33% | Q1 2026 | Apr 16, 2026 |
| Trust Point Inc. | History | Added to | 2,094 | 601 | 0.05% | 0.05% | 1567 | +16 | 0.77% | Q1 2026 | Apr 15, 2026 |
| EASTERN BANK | History | Reduced | 2,092 | 600 | 0.01% | 0.01% | 1568 | -67 | -3.1% | Q1 2026 | Apr 07, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 2,090 | 600 | 0.24% | 0.25% | 1569 | +5 | 0.24% | Q1 2026 | May 01, 2026 |
| One Day In July LLC | History | Added to | 2,089 | 599 | 0.05% | 0.03% | 1570 | +784 | 60.08% | Q1 2026 | May 05, 2026 |
| Park Capital Management, LLC / WI | History | Reduced | 2,087 | 599 | 0.58% | 0.43% | 1571 | -3 | -0.14% | Q1 2026 | Apr 15, 2026 |
| Unified Investment Management | History | No change | 2,081 | 597 | 0.61% | 0.6% | 1572 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 2,069 | 594 | 0.02% | 0.13% | 1573 | -11,586 | -84.85% | Q1 2026 | May 15, 2026 |
| Stokes Family Office, LLC | History | Added to | 2,069 | 594 | 0.06% | 0.05% | 1574 | +33 | 1.62% | Q1 2026 | May 11, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 2,049 | 594 | 0.35% | 0.35% | 1575 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Mengis Capital Management, Inc. | History | No change | 2,065 | 593 | 0.1% | 0.11% | 1576 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 2,059 | 591 | 0.1% | 0.09% | 1577 | +316 | 18.13% | Q1 2026 | Apr 21, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 2,048 | 588 | 0.05% | 0.06% | 1579 | -570 | -21.77% | Q1 2026 | May 13, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 2,049 | 588 | 0.08% | 0.08% | 1578 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FC Advisory LLC | History | No change | 2,051 | 588 | 0.17% | 0.17% | 1580 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Atala Financial Inc | History | No change | 2,034 | 588 | 0.39% | 0.38% | 1581 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Accel Wealth Management | History | Added to | 2,046 | 587 | 0.15% | 0.16% | 1582 | +59 | 2.97% | Q1 2026 | Apr 08, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 2,041 | 586 | 0.1% | 0.12% | 1583 | -215 | -9.53% | Q1 2026 | Apr 08, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 2,041 | 586 | 0.04% | 0.04% | 1584 | +165 | 8.8% | Q1 2026 | Apr 27, 2026 |
| Geometric Wealth Advisors | History | No change | 2,040 | 585 | 0.07% | 0.08% | 1585 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 2,034 | 584 | 0.0% | 0.0% | 1586 | -985 | -32.63% | Q1 2026 | May 06, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 2,030 | 583 | 0.08% | 0.08% | 1587 | +12 | 0.59% | Q1 2026 | Apr 24, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 2,020 | 580 | 0.06% | 0.06% | 1588 | +30 | 1.51% | Q1 2026 | Apr 10, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 2,017 | 579 | 0.06% | 0.06% | 1589 | +153 | 8.21% | Q1 2026 | Apr 15, 2026 |
| Optivise Advisory Services LLC | History | Added to | 2,003 | 575 | 0.35% | 0.32% | 1590 | +95 | 4.98% | Q1 2026 | Apr 15, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 1,999 | 574 | 0.19% | 0.16% | 1591 | +176 | 9.65% | Q1 2026 | May 15, 2026 |
| Birchcreek Wealth Management, LLC | History | Reduced | 1,988 | 570 | 0.27% | 0.31% | 1592 | -176 | -8.13% | Q1 2026 | May 08, 2026 |
| EdgeRock Capital LLC | History | Reduced | 1,983 | 569 | 0.15% | 0.16% | 1593 | -63 | -3.08% | Q1 2026 | Apr 16, 2026 |
| BIP Wealth, LLC | History | Reduced | 1,976 | 567 | 0.02% | 0.02% | 1594 | -293 | -12.91% | Q1 2026 | Apr 27, 2026 |
| Stone House Investment Management, LLC | History | Added to | 1,974 | 566 | 0.1% | 0.09% | 1595 | +8 | 0.41% | Q1 2026 | Apr 22, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 1,965 | 565 | 0.11% | 0.1% | 1596 | +4 | 0.2% | Q1 2026 | May 14, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Reduced | 1,963 | 563 | 0.3% | 0.31% | 1597 | -1,912 | -49.34% | Q1 2026 | Apr 15, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 1,960 | 562 | 0.36% | 0.39% | 1598 | -150 | -7.11% | Q1 2026 | Apr 24, 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | History | No change | 1,950 | 560 | 0.38% | 0.42% | 1599 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 7,296 | 558 | 0.12% | 0.12% | 1600 | +5,523 | 311.51% | Q1 2026 | Apr 28, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 1,946 | 558 | 0.36% | 0.37% | 1601 | +15 | 0.78% | Q1 2026 | Apr 10, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 1,941 | 557 | 0.2% | 0.2% | 1603 | +39 | 2.05% | Q1 2026 | May 06, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Reduced | 1,943 | 557 | 0.14% | 0.15% | 1602 | -34 | -1.72% | Q1 2026 | Apr 16, 2026 |
| Aspire Growth Partners LLC | History | Added to | 1,935 | 555 | 0.38% | 0.38% | 1604 | +47 | 2.49% | Q1 2026 | Apr 17, 2026 |
| Old Peak Finance LLC | History | Reduced | 1,934 | 555 | 0.32% | 0.35% | 1605 | -45 | -2.27% | Q1 2026 | Apr 24, 2026 |
| FISHMAN JAY A LTD/MI | History | Reduced | 1,927 | 553 | 0.05% | 0.05% | 1606 | -25 | -1.28% | Q1 2026 | Apr 29, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Added to | 1,927 | 553 | 0.45% | 0.46% | 1607 | +10 | 0.52% | Q1 2026 | May 04, 2026 |
| Cove Private Wealth, LLC | History | Added to | 1,925 | 552 | 0.13% | 0.14% | 1609 | +325 | 20.31% | Q1 2026 | May 13, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | No change | 1,925 | 552 | 0.3% | 0.27% | 1608 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Inman Jager Wealth Management, LLC | History | Added to | 1,916 | 550 | 0.32% | 0.33% | 1610 | +28 | 1.48% | Q1 2026 | Apr 23, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 1,915 | 549 | 0.15% | 0.16% | 1612 | +61 | 3.29% | Q1 2026 | Apr 23, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 1,912 | 549 | 0.16% | 0.16% | 1611 | +40 | 2.14% | Q1 2026 | May 06, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 1,908 | 547 | 0.04% | 0.04% | 1613 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Joule Financial, LLC | History | New | 1,898 | 545 | 0.16% | — | 1617 | +1,898 | New | Q1 2026 | Apr 14, 2026 |
| GuidedMoney, LLC | History | Added to | 1,899 | 545 | 0.29% | 0.29% | 1616 | +53 | 2.87% | Q1 2026 | May 05, 2026 |
| Orcam Financial Group | History | Added to | 1,899 | 545 | 0.39% | 0.41% | 1614 | +6 | 0.32% | Q1 2026 | May 12, 2026 |
| Capital Developers, LLC | History | Added to | 1,898 | 545 | 0.49% | 0.49% | 1615 | +1 | 0.05% | Q1 2026 | May 08, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 1,897 | 544 | 0.26% | 0.37% | 1618 | -677 | -26.3% | Q1 2026 | May 01, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 1,896 | 544 | 0.08% | 0.06% | 1620 | +613 | 47.78% | Q1 2026 | Apr 21, 2026 |
| CGN Advisors LLC | History | Reduced | 1,895 | 544 | 0.04% | 0.05% | 1619 | -136 | -6.7% | Q1 2026 | Apr 13, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 1,889 | 542 | 0.19% | 0.18% | 1621 | +61 | 3.34% | Q1 2026 | Apr 01, 2026 |
| Hoese & Co LLP | History | No change | 1,890 | 542 | 0.4% | 0.39% | 1622 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Monetary Solutions, Ltd | History | Added to | 1,884 | 541 | 0.52% | 0.41% | 1624 | +438 | 30.29% | Q1 2026 | May 01, 2026 |
| ETF Portfolio Partners, Inc. | History | Reduced | 1,886 | 541 | 0.14% | 0.15% | 1623 | -172 | -8.36% | Q1 2026 | May 13, 2026 |
| Meridian Wealth Partners, LLC | History | No change | 1,871 | 537 | 0.07% | 0.07% | 1625 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 1,859 | 534 | 0.22% | 0.24% | 1626 | -12 | -0.64% | Q1 2026 | May 11, 2026 |
| Third View Private Wealth, LLC | History | New | 1,858 | 533 | 0.07% | — | 1627 | +1,858 | New | Q1 2026 | Apr 15, 2026 |
| Bensler, LLC | History | Added to | 1,853 | 532 | 0.05% | 0.03% | 1629 | +840 | 82.92% | Q1 2026 | May 01, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 1,855 | 532 | 0.08% | 0.08% | 1628 | -14 | -0.75% | Q1 2026 | May 15, 2026 |
| First Bank & Trust | History | Reduced | 1,850 | 531 | 0.09% | 0.09% | 1630 | -45 | -2.37% | Q1 2026 | Apr 10, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 1,850 | 531 | 0.04% | 0.04% | 1631 | -3 | -0.16% | Q1 2026 | May 12, 2026 |
| Ariadne Wealth Management, LP | History | No change | 1,850 | 531 | 0.24% | 0.23% | 1632 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sentinel Advisory Group, LLC | History | New | 1,846 | 530 | 0.26% | — | 1634 | +1,846 | New | Q1 2026 | May 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 1,846 | 530 | 0.18% | 0.13% | 1633 | +488 | 35.94% | Q1 2026 | Apr 09, 2026 |
| Marion Wealth Management | History | No change | 1,837 | 527 | 0.12% | 0.12% | 1635 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Canandaigua National Trust Co of Florida | History | Reduced | 1,822 | 523 | 0.42% | 0.34% | 1636 | -43 | -2.31% | Q1 2026 | Apr 08, 2026 |
| BSW Wealth Partners | History | Reduced | 1,817 | 521 | 0.06% | 0.06% | 1637 | -4 | -0.22% | Q1 2026 | Apr 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 1,815 | 521 | 0.02% | 0.02% | 1638 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Westmount Partners, LLC | History | Added to | 1,811 | 520 | 0.13% | 0.13% | 1639 | +5 | 0.28% | Q1 2026 | Apr 16, 2026 |
| Carr Financial Group Corp | History | Reduced | 1,807 | 518 | 0.14% | 0.17% | 1641 | -433 | -19.33% | Q1 2026 | May 12, 2026 |
| Live Oak Private Wealth LLC | History | No change | 1,804 | 518 | 0.07% | 0.07% | 1640 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Bison Wealth, LLC | History | Added to | 6,700 | 516 | 0.05% | 0.05% | 1642 | +5,013 | 297.15% | Q1 2026 | May 15, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 1,797 | 516 | 0.24% | 0.15% | 1643 | +652 | 56.94% | Q1 2026 | May 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 1,793 | 515 | 0.02% | 0.02% | 1644 | +108 | 6.41% | Q1 2026 | May 18, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 1,791 | 514 | 0.06% | 0.06% | 1645 | +158 | 9.68% | Q1 2026 | May 06, 2026 |
| Chicago Capital, LLC | History | Added to | 1,788 | 513 | 0.01% | 0.01% | 1646 | +57 | 3.29% | Q1 2026 | Apr 23, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 1,783 | 511 | 0.16% | 0.17% | 1647 | +55 | 3.18% | Q1 2026 | Apr 15, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 1,775 | 509 | 0.24% | 0.24% | 1648 | +2 | 0.11% | Q1 2026 | May 15, 2026 |
| TRUE Private Wealth Advisors | History | New | 1,769 | 508 | 0.05% | — | 1650 | +1,769 | New | Q1 2026 | May 15, 2026 |
| Goepper Burkhardt LLC | History | Reduced | 1,772 | 508 | 0.17% | 0.18% | 1649 | -111 | -5.89% | Q1 2026 | May 13, 2026 |
| AM INVESTMENT STRATEGIES LLC | History | No change | 1,761 | 506 | 0.11% | 0.11% | 1651 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Dunhill Financial, LLC | History | Added to | 1,759 | 505 | 0.12% | 0.07% | 1653 | +786 | 80.78% | Q1 2026 | May 06, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 1,758 | 505 | 0.21% | 0.22% | 1652 | +3 | 0.17% | Q1 2026 | Apr 15, 2026 |
| SIMA Wealth Partners, LLC | History | New | 1,754 | 503 | 0.38% | — | 1654 | +1,754 | New | Q1 2026 | May 15, 2026 |
| Financial Partners Group, Inc | History | Reduced | 1,750 | 502 | 0.06% | 0.06% | 1657 | -7 | -0.4% | Q1 2026 | Apr 10, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 1,751 | 502 | 0.1% | 0.11% | 1656 | +4 | 0.23% | Q1 2026 | Apr 14, 2026 |
| CAPITAL CITY TRUST CO/FL | History | No change | 1,750 | 502 | 0.11% | 0.11% | 1655 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Reduced | 1,746 | 501 | 0.17% | 0.22% | 1658 | -220 | -11.19% | Q1 2026 | Apr 17, 2026 |
| Verum Partners LLC | History | Added to | 1,741 | 500 | 0.09% | 0.1% | 1659 | +5 | 0.29% | Q1 2026 | Apr 15, 2026 |
| NorthLanding Financial Partners, LLC | History | Reduced | 1,740 | 499 | 0.4% | 0.41% | 1661 | -12 | -0.68% | Q1 2026 | Apr 27, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 1,738 | 499 | 0.2% | 0.2% | 1662 | -6 | -0.34% | Q1 2026 | Apr 13, 2026 |
| DAVIS R M INC | History | No change | 1,739 | 499 | 0.01% | 0.01% | 1660 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 1,737 | 498 | 0.03% | 0.01% | 1663 | +861 | 98.29% | Q1 2026 | Apr 27, 2026 |
| Everstar Asset Management, LLC | History | Added to | 1,722 | 494 | 0.26% | 0.27% | 1664 | +7 | 0.41% | Q1 2026 | Apr 16, 2026 |
| Capital Investment Counsel, LLC | History | No change | 1,721 | 494 | 0.07% | 0.07% | 1665 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 1,712 | 491 | 0.14% | 0.15% | 1666 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 6,341 | 489 | 0.01% | 0.01% | 1667 | +4,651 | 275.21% | Q1 2026 | May 11, 2026 |
| E6 Portfolios, LLC | History | Added to | 1,704 | 489 | 0.51% | 0.54% | 1668 | +79 | 4.86% | Q1 2026 | May 12, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 1,702 | 488 | 0.04% | 0.04% | 1670 | +86 | 5.32% | Q1 2026 | Apr 06, 2026 |
| Hardy Reed LLC | History | No change | 1,700 | 488 | 0.04% | 0.04% | 1669 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Hickory Point Bank & Trust | History | No change | 1,700 | 488 | 0.32% | 0.36% | 1671 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Asempa Wealth Advisors | History | Added to | 1,686 | 487 | 0.42% | 0.42% | 1673 | +7 | 0.42% | Q1 2026 | Apr 08, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 1,699 | 487 | 0.12% | 0.12% | 1672 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 1,691 | 485 | 0.02% | 0.02% | 1675 | +9 | 0.54% | Q1 2026 | Apr 21, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 1,692 | 485 | 0.01% | 0.01% | 1674 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Jefferson Bridge Capital, LLC | History | Added to | 1,676 | 481 | 0.48% | 0.48% | 1676 | +38 | 2.32% | Q1 2026 | May 07, 2026 |
| Good Harbor Advisors, Inc. | History | Reduced | 1,675 | 481 | 0.53% | 0.57% | 1677 | -9 | -0.53% | Q1 2026 | May 05, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 1,665 | 478 | 0.07% | 0.06% | 1679 | +232 | 16.19% | Q1 2026 | Apr 09, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 1,665 | 478 | 0.02% | 0.02% | 1678 | -4 | -0.24% | Q1 2026 | May 06, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 1,661 | 477 | 0.07% | 0.09% | 1682 | -492 | -22.85% | Q1 2026 | Apr 21, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 1,662 | 477 | 0.22% | 0.21% | 1681 | +138 | 9.06% | Q1 2026 | Apr 08, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 1,661 | 477 | 0.14% | 0.15% | 1680 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 1,655 | 475 | 0.0% | 0.0% | 1683 | +243 | 17.21% | Q1 2026 | May 14, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 1,657 | 475 | 0.31% | 0.33% | 1684 | -99 | -5.64% | Q1 2026 | May 11, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 1,649 | 473 | 0.03% | 0.04% | 1685 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 1,646 | 472 | 0.01% | 0.03% | 1686 | -1,810 | -52.37% | Q1 2026 | May 11, 2026 |
| Gainplan LLC | History | Reduced | 1,643 | 471 | 0.35% | 1.14% | 1687 | -8,867 | -84.37% | Q1 2026 | Apr 08, 2026 |
| Advisory Advocates, LLC | History | Added to | 1,641 | 471 | 0.48% | 0.35% | 1688 | +440 | 36.64% | Q1 2026 | May 05, 2026 |
| Avestar Capital, LLC | History | Reduced | 1,637 | 470 | 0.03% | 0.03% | 1689 | -5 | -0.3% | Q1 2026 | May 13, 2026 |
| Covestor Ltd | History | Added to | 1,632 | 469 | 0.32% | 0.24% | 1690 | +67 | 4.28% | Q1 2026 | May 05, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 1,630 | 468 | 0.01% | 0.01% | 1691 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | Reduced | 1,629 | 467 | 0.31% | 0.34% | 1692 | -171 | -9.5% | Q1 2026 | Apr 21, 2026 |
| Newport Capital Group, LLC | History | Reduced | 1,625 | 466 | 0.28% | 0.29% | 1693 | -21 | -1.28% | Q1 2026 | May 11, 2026 |
| RVW Wealth, LLC | History | No change | 1,622 | 465 | 0.04% | 0.04% | 1694 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MYECFO, LLC | History | Added to | 1,610 | 462 | 0.19% | 0.19% | 1695 | +80 | 5.23% | Q1 2026 | Apr 07, 2026 |
| GDS Wealth Management | History | Added to | 1,601 | 459 | 0.03% | 0.03% | 1696 | +21 | 1.33% | Q1 2026 | Apr 27, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 1,597 | 458 | 0.17% | 0.17% | 1697 | +35 | 2.24% | Q1 2026 | Apr 17, 2026 |
| Banque Transatlantique SA | History | New | 1,590 | 456 | 0.01% | — | 1700 | +1,590 | New | Q1 2026 | May 13, 2026 |
| River Wealth Advisors LLC | History | Reduced | 1,588 | 456 | 0.05% | 0.05% | 1698 | -8 | -0.5% | Q1 2026 | May 13, 2026 |
| Cladis Investment Advisory, LLC | History | No change | 1,590 | 456 | 0.25% | 0.25% | 1699 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 1,585 | 455 | 0.02% | 0.02% | 1701 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sanchez Levi Garrett | History | New | 1,582 | 454 | 0.28% | — | 1704 | +1,582 | New | Q1 2026 | May 15, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 1,583 | 454 | 0.13% | 0.13% | 1703 | +64 | 4.21% | Q1 2026 | Apr 28, 2026 |
| FAIRFIELD, BUSH & CO. | History | No change | 1,582 | 454 | 0.25% | 0.24% | 1702 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| First National Advisers, LLC | History | Added to | 1,573 | 451 | 0.07% | 0.04% | 1705 | +593 | 60.51% | Q1 2026 | May 08, 2026 |
| MontVue Capital Management, Inc. | History | No change | 1,571 | 451 | 0.31% | 0.3% | 1706 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Allred Capital Management, LLC | History | Reduced | 1,569 | 450 | 0.16% | 0.17% | 1708 | -8 | -0.51% | Q1 2026 | May 13, 2026 |
| EQUITABLE TRUST CO | History | No change | 1,567 | 450 | 0.02% | 0.02% | 1707 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | Reduced | 1,563 | 448 | 0.37% | 0.52% | 1709 | -607 | -27.97% | Q1 2026 | Apr 21, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 1,555 | 446 | 0.11% | 0.12% | 1710 | -137 | -8.1% | Q1 2026 | May 11, 2026 |
| Pursuit Wealth Management LLC | History | No change | 1,538 | 446 | 0.38% | 0.38% | 1711 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Added to | 1,552 | 445 | 0.24% | 0.23% | 1713 | +120 | 8.38% | Q1 2026 | Apr 09, 2026 |
| LMG Wealth Partners, LLC | History | Reduced | 1,552 | 445 | 0.08% | 0.09% | 1714 | -21 | -1.34% | Q1 2026 | Apr 17, 2026 |
| Opus Capital Group, LLC | History | No change | 1,551 | 445 | 0.05% | 0.05% | 1712 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 1,550 | 444 | 0.02% | 0.02% | 1715 | -42 | -2.64% | Q1 2026 | Apr 29, 2026 |
| Madison Asset Management, LLC | History | Reduced | 1,540 | 442 | 0.01% | 0.01% | 1716 | -1,578 | -50.61% | Q1 2026 | May 07, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 1,518 | 442 | 0.05% | — | 1720 | +1,518 | New | Q1 2026 | Apr 10, 2026 |
| Crews Bank & Trust | History | Reduced | 1,542 | 442 | 0.06% | 0.07% | 1719 | -50 | -3.14% | Q1 2026 | May 13, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 1,540 | 442 | 0.16% | 0.16% | 1717 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gouws Capital LLC | History | No change | 1,541 | 442 | 0.23% | 0.24% | 1718 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 1,538 | 441 | 0.19% | 0.19% | 1721 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 1,532 | 439 | 0.03% | 0.03% | 1722 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Copia Wealth Management | History | Reduced | 1,526 | 438 | 0.3% | 0.38% | 1723 | -306 | -16.7% | Q1 2026 | May 04, 2026 |
| SEARLE & CO. | History | Added to | 1,522 | 437 | 0.11% | 0.07% | 1724 | +522 | 52.2% | Q1 2026 | May 08, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 1,522 | 437 | 0.05% | 0.05% | 1726 | +39 | 2.63% | Q1 2026 | May 15, 2026 |
| M1 Capital Management LLC | History | Added to | 1,525 | 437 | 0.2% | 0.18% | 1725 | +2 | 0.13% | Q1 2026 | May 08, 2026 |
| Independent Wealth Advisors LLC | History | No change | 1,525 | 437 | 0.43% | 0.46% | 1727 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 1,520 | 436 | 0.05% | 0.06% | 1728 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 1,517 | 435 | 0.0% | — | 1729 | +1,517 | New | Q1 2026 | May 15, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 1,508 | 433 | 0.05% | 0.05% | 1730 | -21 | -1.37% | Q1 2026 | May 01, 2026 |
| Clearstead Trust, LLC | History | Reduced | 1,506 | 432 | 0.07% | 0.07% | 1731 | -37 | -2.4% | Q1 2026 | May 06, 2026 |
| Stockman Wealth Management, Inc. | History | Reduced | 1,503 | 431 | 0.05% | 0.07% | 1732 | -433 | -22.37% | Q1 2026 | Apr 13, 2026 |
| Register Financial Advisors LLC | History | Added to | 1,499 | 430 | 0.16% | 0.11% | 1734 | +522 | 53.43% | Q1 2026 | Apr 15, 2026 |
| Westside Investment Management, Inc. | History | Added to | 1,496 | 430 | 0.07% | 0.06% | 1733 | +130 | 9.52% | Q1 2026 | May 04, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 1,497 | 429 | 0.21% | — | 1738 | +1,497 | New | Q1 2026 | May 14, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 1,496 | 429 | 0.04% | 0.04% | 1735 | +1 | 0.07% | Q1 2026 | May 07, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 1,495 | 429 | 0.09% | 0.08% | 1736 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MLP3, LLC | History | No change | 1,495 | 429 | 0.47% | 0.47% | 1737 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MTM Investment Management, LLC | History | Added to | 1,493 | 428 | 0.14% | 0.12% | 1739 | +191 | 14.67% | Q1 2026 | May 06, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 1,490 | 427 | 0.4% | 0.48% | 1741 | -279 | -15.77% | Q1 2026 | May 08, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 1,489 | 427 | 0.2% | 0.2% | 1742 | +31 | 2.13% | Q1 2026 | Apr 15, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 1,486 | 427 | 0.16% | 0.17% | 1740 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Polaris Investment Advisors, LLC | History | No change | 1,488 | 427 | 0.31% | 0.31% | 1743 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 1,482 | 425 | 0.01% | — | 1745 | +1,482 | New | Q1 2026 | Apr 27, 2026 |
| Wick Capital Partners, LLC | History | Added to | 1,481 | 425 | 0.08% | 0.07% | 1744 | +197 | 15.34% | Q1 2026 | May 15, 2026 |
| Traynor Capital Management, Inc. | History | New | 1,511 | 424 | 0.02% | — | 1746 | +1,511 | New | Q1 2026 | May 14, 2026 |
| EPG Wealth Management LLC | History | No change | 1,473 | 423 | 0.11% | 0.11% | 1747 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 1,472 | 422 | 0.02% | 0.02% | 1748 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | New | 1,469 | 421 | 0.18% | — | 1750 | +1,469 | New | Q1 2026 | Apr 24, 2026 |
| ARWA LLC | History | Added to | 1,413 | 421 | 0.21% | 0.16% | 1749 | +446 | 46.12% | Q1 2026 | Apr 13, 2026 |
| Financial Plan, Inc. | History | New | 1,464 | 420 | 0.05% | — | 1752 | +1,464 | New | Q1 2026 | Apr 24, 2026 |
| Edge Financial Advisors LLC | History | No change | 1,448 | 420 | 0.18% | 0.18% | 1751 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | No change | 1,452 | 419 | 0.07% | 0.07% | 1753 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Allodium Investment Consultants, LLC | History | Reduced | 1,448 | 415 | 0.2% | 0.22% | 1754 | -67 | -4.42% | Q1 2026 | Apr 09, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 1,447 | 415 | 0.11% | 0.11% | 1755 | +3 | 0.21% | Q1 2026 | Apr 17, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 1,443 | 414 | 0.01% | 0.01% | 1757 | -238 | -14.16% | Q1 2026 | Apr 15, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 1,446 | 414 | 0.02% | 0.02% | 1756 | +13 | 0.91% | Q1 2026 | Apr 21, 2026 |
| RAM Investment Partners, LLC | History | Added to | 1,441 | 413 | 0.07% | 0.08% | 1758 | +4 | 0.28% | Q1 2026 | May 04, 2026 |
| Miller Financial Services LLC | History | Added to | 1,437 | 412 | 0.45% | 0.33% | 1761 | +476 | 49.53% | Q1 2026 | May 01, 2026 |
| Pacific Sage Partners, LLC | History | Reduced | 1,437 | 412 | 0.06% | 0.07% | 1760 | -81 | -5.34% | Q1 2026 | Apr 21, 2026 |
| SEMITAM BONAM LLC | History | Reduced | 1,438 | 412 | 0.34% | 0.36% | 1759 | -39 | -2.64% | Q1 2026 | Apr 21, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 1,433 | 411 | 0.2% | 0.19% | 1763 | +25 | 1.78% | Q1 2026 | May 12, 2026 |
| VERITY Wealth Advisors | History | Added to | 1,432 | 411 | 0.27% | 0.26% | 1762 | +4 | 0.28% | Q1 2026 | Apr 09, 2026 |
| WealthShield Partners, LLC | History | Added to | 1,428 | 410 | 0.05% | 0.04% | 1765 | +56 | 4.08% | Q1 2026 | May 01, 2026 |
| WIMMER ASSOCIATES 1, LLC | History | Added to | 1,431 | 410 | 0.2% | 0.19% | 1764 | +42 | 3.02% | Q1 2026 | May 15, 2026 |
| Tower View Wealth Management LLC | History | Reduced | 1,421 | 408 | 0.21% | 0.2% | 1766 | -1 | -0.07% | Q1 2026 | Apr 20, 2026 |
| Berger Financial Group, Inc | History | Added to | 1,421 | 408 | 0.02% | 0.02% | 1767 | +1 | 0.07% | Q1 2026 | Apr 28, 2026 |
| Abound Wealth Management | History | Added to | 1,415 | 406 | 0.09% | 0.1% | 1768 | +7 | 0.5% | Q1 2026 | Apr 10, 2026 |
| POTENTIA WEALTH | History | No change | 1,415 | 406 | 0.16% | 0.15% | 1769 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 1,411 | 405 | 0.02% | 0.02% | 1770 | +238 | 20.29% | Q1 2026 | May 01, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 1,413 | 405 | 0.12% | 0.13% | 1771 | -99 | -6.55% | Q1 2026 | Apr 21, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 1,410 | 405 | 0.06% | 0.08% | 1772 | -55 | -3.75% | Q1 2026 | Apr 30, 2026 |
| McCollum Christoferson Group LLC | History | Reduced | 1,407 | 404 | 0.12% | 0.13% | 1774 | -116 | -7.62% | Q1 2026 | Apr 10, 2026 |
| Tempo Wealth, LLC | History | Reduced | 1,407 | 404 | 0.07% | 0.08% | 1775 | -103 | -6.82% | Q1 2026 | May 14, 2026 |
| Smith Salley Wealth Management | History | Added to | 1,408 | 404 | 0.02% | 0.02% | 1773 | +1 | 0.07% | Q1 2026 | Apr 16, 2026 |
| Balboa Wealth Partners | History | Added to | 1,406 | 403 | 0.07% | 0.05% | 1776 | +360 | 34.42% | Q1 2026 | Apr 16, 2026 |
| Belvedere Trading LLC | History | New | 1,400 | 402 | 0.0% | — | 1778 | +1,400 | New | Q1 2026 | May 12, 2026 |
| Center For Asset Management LLC | History | Reduced | 1,401 | 402 | 0.2% | 0.32% | 1777 | -700 | -33.32% | Q1 2026 | Apr 16, 2026 |
| Maridea Wealth Management LLC | History | Added to | 1,398 | 401 | 0.06% | 0.05% | 1779 | +271 | 24.05% | Q1 2026 | Apr 21, 2026 |
| BFSG, LLC | History | Added to | 1,393 | 399 | 0.04% | 0.04% | 1782 | +85 | 6.5% | Q1 2026 | Apr 28, 2026 |
| 1ST SOURCE BANK | History | Added to | 1,391 | 399 | 0.02% | 0.02% | 1780 | +20 | 1.46% | Q1 2026 | May 04, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 1,389 | 399 | 0.13% | 0.13% | 1783 | +3 | 0.22% | Q1 2026 | May 04, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 1,392 | 399 | 0.26% | 0.27% | 1781 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 3,351 | 398 | 0.7% | — | 1788 | +3,351 | New | Q1 2026 | May 11, 2026 |
| DGS Capital Management, LLC | History | Added to | 1,386 | 398 | 0.07% | 0.06% | 1787 | +221 | 18.97% | Q1 2026 | Apr 28, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 1,374 | 398 | 0.03% | 0.03% | 1784 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Radnor Capital Management, LLC | History | No change | 1,388 | 398 | 0.06% | 0.06% | 1785 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Intelligence Driven Advisers, LLC | History | No change | 1,388 | 398 | 0.07% | 0.06% | 1786 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| 6th Street Advisors, LLC | History | New | 1,385 | 397 | 0.25% | — | 1790 | +1,385 | New | Q1 2026 | May 04, 2026 |
| Granite FO LLC | History | No change | 1,385 | 397 | 0.23% | 0.21% | 1789 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 1,375 | 395 | 0.11% | 0.13% | 1791 | -267 | -16.26% | Q1 2026 | May 13, 2026 |
| Focused Wealth Management, Inc | History | New | 1,373 | 394 | 0.04% | — | 1793 | +1,373 | New | Q1 2026 | Apr 20, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 1,373 | 394 | 0.21% | 0.26% | 1792 | -275 | -16.69% | Q1 2026 | May 13, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 1,371 | 393 | 0.07% | 0.05% | 1794 | +463 | 50.99% | Q1 2026 | Apr 13, 2026 |
| FRG Family Wealth Advisors LLC | History | No change | 1,369 | 393 | 0.06% | 0.06% | 1795 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| LifeGuide Financial Advisors, LLC | History | No change | 1,364 | 391 | 0.13% | 0.13% | 1796 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 1,358 | 390 | 0.17% | 0.16% | 1797 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Wayfinding Financial, LLC | History | No change | 1,352 | 388 | 0.17% | 0.17% | 1798 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Slow Capital, Inc. | History | Reduced | 1,349 | 387 | 0.05% | 0.06% | 1799 | -515 | -27.63% | Q1 2026 | Apr 24, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 1,349 | 387 | 0.13% | 0.2% | 1800 | -13 | -0.95% | Q1 2026 | Apr 20, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 1,338 | 384 | 0.03% | 0.12% | 1801 | -4,508 | -77.11% | Q1 2026 | Apr 20, 2026 |
| Amicus Financial Advisors, LLC | History | Reduced | 1,337 | 384 | 0.11% | 0.11% | 1802 | -85 | -5.98% | Q1 2026 | Apr 14, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 1,334 | 383 | 0.03% | 0.01% | 1803 | +702 | 111.08% | Q1 2026 | Apr 09, 2026 |
| Prosperity Advisers, LLC | History | Reduced | 1,335 | 383 | 0.32% | 0.38% | 1805 | -256 | -16.09% | Q1 2026 | Apr 23, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 1,335 | 383 | 0.02% | 0.02% | 1804 | -20 | -1.48% | Q1 2026 | Apr 23, 2026 |
| Cynosure Group, LLC | History | No change | 1,333 | 382 | 0.05% | 0.04% | 1806 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 1,330 | 381 | 0.04% | 0.06% | 1807 | -798 | -37.5% | Q1 2026 | Apr 29, 2026 |
| Falcon Wealth Planning | History | Added to | 1,329 | 381 | 0.03% | 0.03% | 1808 | +58 | 4.56% | Q1 2026 | Apr 20, 2026 |
| Prepared Retirement Institute LLC | History | Reduced | 1,329 | 381 | 0.19% | 0.19% | 1809 | -4 | -0.3% | Q1 2026 | May 15, 2026 |
| Evolution Advisers, Inc. | History | Reduced | 1,326 | 380 | 0.16% | 0.17% | 1810 | -68 | -4.88% | Q1 2026 | May 01, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | No change | 1,314 | 377 | 0.13% | 0.14% | 1811 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 1,312 | 376 | 0.06% | 0.07% | 1812 | -87 | -6.22% | Q1 2026 | Apr 28, 2026 |
| Aspiring Ventures, LLC | History | New | 1,309 | 375 | 0.11% | — | 1813 | +1,309 | New | Q1 2026 | May 05, 2026 |
| Columbia Bank | History | Added to | 1,303 | 374 | 0.11% | 0.1% | 1814 | +33 | 2.6% | Q1 2026 | Apr 28, 2026 |
| Ipsen Advisor Group LLC | History | No change | 1,286 | 373 | 0.27% | 0.27% | 1815 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Trace Wealth Advisors, LLC | History | No change | 1,299 | 373 | 0.28% | 0.27% | 1816 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 1,297 | 372 | 0.15% | 0.17% | 1817 | -58 | -4.28% | Q1 2026 | May 05, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,297 | 372 | 0.05% | 0.05% | 1818 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 1,290 | 370 | 0.03% | 0.03% | 1819 | +601 | 87.23% | Q1 2026 | May 21, 2026 |
| Van Diest Capital, LLC | History | Added to | 1,291 | 370 | 0.29% | 0.32% | 1821 | +548 | 73.76% | Q1 2026 | May 15, 2026 |
| SkyOak Wealth, LLC | History | Added to | 1,289 | 370 | 0.07% | 0.05% | 1820 | +236 | 22.41% | Q1 2026 | Apr 30, 2026 |
| Capstone Wealth Management Group LLC | History | Reduced | 1,288 | 369 | 0.23% | 0.23% | 1822 | -14 | -1.08% | Q1 2026 | Apr 16, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 1,281 | 367 | 0.24% | 0.21% | 1824 | +243 | 23.41% | Q1 2026 | Apr 14, 2026 |
| Elgethun Capital Management | History | No change | 1,281 | 367 | 0.06% | 0.06% | 1823 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LeClair Wealth Partners LLC | History | New | 1,277 | 366 | 0.13% | — | 1828 | +1,277 | New | Q1 2026 | May 05, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | New | 1,276 | 366 | 0.22% | — | 1827 | +1,276 | New | Q1 2026 | May 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 1,275 | 366 | 0.02% | 0.02% | 1825 | +167 | 15.07% | Q1 2026 | Apr 30, 2026 |
| Blue Water Asset Management | History | Added to | 1,277 | 366 | 0.13% | 0.13% | 1826 | +3 | 0.24% | Q1 2026 | May 05, 2026 |
| Parcion Private Wealth LLC | History | New | 1,271 | 365 | 0.02% | — | 1832 | +1,271 | New | Q1 2026 | Apr 22, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 1,274 | 365 | 0.03% | 0.03% | 1831 | +190 | 17.53% | Q1 2026 | May 13, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 1,271 | 365 | 0.23% | 0.23% | 1829 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Mathes Company, Inc. | History | No change | 1,270 | 365 | 0.13% | 0.13% | 1830 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 1,265 | 363 | 0.02% | 0.05% | 1834 | -1,365 | -51.9% | Q1 2026 | May 04, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 1,266 | 363 | 0.23% | 0.25% | 1833 | -23 | -1.78% | Q1 2026 | Apr 23, 2026 |
| FORBES J M & CO LLP | History | New | 1,263 | 362 | 0.03% | — | 1835 | +1,263 | New | Q1 2026 | Apr 16, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 1,258 | 361 | 0.12% | 0.36% | 1838 | -2,607 | -67.45% | Q1 2026 | Apr 08, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Reduced | 1,259 | 361 | 0.07% | 0.08% | 1837 | -205 | -14.0% | Q1 2026 | May 07, 2026 |
| Argent Advisors, Inc. | History | Added to | 1,258 | 361 | 0.1% | 0.1% | 1836 | +26 | 2.11% | Q1 2026 | Apr 24, 2026 |
| NORDEN GROUP LLC | History | New | 1,255 | 360 | 0.03% | — | 1843 | +1,255 | New | Q1 2026 | Apr 15, 2026 |
| VICUS CAPITAL | History | Added to | 1,257 | 360 | 0.03% | 0.02% | 1840 | +109 | 9.49% | Q1 2026 | Apr 22, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 1,239 | 360 | 0.1% | 0.11% | 1841 | -77 | -5.85% | Q1 2026 | Apr 08, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 1,255 | 360 | 0.07% | 0.07% | 1839 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | No change | 1,255 | 360 | 0.12% | 0.11% | 1842 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 4,692 | 359 | 0.12% | 0.11% | 1844 | +3,519 | 300.0% | Q1 2026 | Apr 28, 2026 |
| Redwood Financial Network Corp | History | Reduced | 1,245 | 357 | 0.23% | 0.26% | 1846 | -164 | -11.64% | Q1 2026 | May 14, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 1,246 | 357 | 0.07% | 0.09% | 1847 | -115 | -8.45% | Q1 2026 | Apr 15, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 1,245 | 357 | 0.03% | 0.03% | 1845 | +42 | 3.49% | Q1 2026 | May 11, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Added to | 1,241 | 356 | 0.13% | 0.11% | 1850 | +266 | 27.28% | Q1 2026 | May 14, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 1,242 | 356 | 0.01% | 0.01% | 1848 | -24 | -1.9% | Q1 2026 | May 06, 2026 |
| Claro Advisors Inc. | History | Reduced | 1,241 | 356 | 0.04% | 0.05% | 1849 | -15 | -1.19% | Q1 2026 | Apr 21, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 1,239 | 355 | 0.04% | 0.04% | 1851 | +16 | 1.31% | Q1 2026 | May 06, 2026 |
| Seneca Financial Advisors LLC | History | Reduced | 1,233 | 354 | 0.1% | 0.11% | 1853 | -34 | -2.68% | Q1 2026 | Apr 22, 2026 |
| TRUSTCO BANK CORP N Y | History | No change | 1,233 | 354 | 0.31% | 0.32% | 1852 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 1,232 | 353 | 0.2% | 0.19% | 1854 | +133 | 12.1% | Q1 2026 | May 05, 2026 |
| David J Yvars Group | History | No change | 1,228 | 352 | 0.2% | 0.19% | 1855 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| United Advisor Group, LLC | History | Reduced | 1,225 | 351 | 0.04% | 0.04% | 1856 | -11 | -0.89% | Q1 2026 | Apr 17, 2026 |
| Breachway Investments LLC | History | Reduced | 1,217 | 351 | 0.34% | 0.37% | 1857 | -6 | -0.49% | Q1 2026 | Apr 13, 2026 |
| Herold Advisors, Inc. | History | Added to | 1,222 | 350 | 0.08% | 0.07% | 1858 | +208 | 20.51% | Q1 2026 | May 14, 2026 |
| Financially in Tune, LLC | History | No change | 1,216 | 349 | 0.3% | 0.33% | 1859 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | No change | 1,201 | 348 | 0.38% | 0.38% | 1860 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Grunden Financial Advisory, Inc. | History | No change | 1,200 | 348 | 0.14% | 0.14% | 1861 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 1,209 | 347 | 0.15% | 0.1% | 1863 | +441 | 57.42% | Q1 2026 | May 15, 2026 |
| Guardian Wealth Advisors, LLC | History | Added to | 1,210 | 347 | 0.2% | 0.18% | 1862 | +88 | 7.84% | Q1 2026 | May 01, 2026 |
| Olistico Wealth, LLC | History | Reduced | 1,211 | 347 | 0.17% | 0.17% | 1864 | -10 | -0.82% | Q1 2026 | Apr 08, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 1,211 | 347 | 0.29% | 0.3% | 1865 | +3 | 0.25% | Q1 2026 | Apr 14, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 1,195 | 343 | 0.02% | 0.02% | 1866 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | New | 1,192 | 342 | 0.04% | — | 1868 | +1,192 | New | Q1 2026 | May 07, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,193 | 342 | 0.15% | 0.16% | 1867 | -4 | -0.33% | Q1 2026 | Apr 29, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 1,188 | 341 | 0.07% | 0.07% | 1870 | -35 | -2.86% | Q1 2026 | Apr 14, 2026 |
| Private Wealth Partners, LLC | History | No change | 1,188 | 341 | 0.03% | 0.02% | 1869 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 1,185 | 340 | 0.02% | 0.03% | 1872 | -108 | -8.35% | Q1 2026 | May 14, 2026 |
| Sonoma Private Wealth LLC | History | Added to | 1,185 | 340 | 0.42% | 0.41% | 1873 | +18 | 1.54% | Q1 2026 | May 15, 2026 |
| HT Partners LLC | History | No change | 1,186 | 340 | 0.1% | 0.1% | 1871 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 1,181 | 339 | 0.04% | 0.02% | 1874 | +272 | 29.92% | Q1 2026 | May 06, 2026 |
| SYM FINANCIAL Corp | History | No change | 1,177 | 338 | 0.03% | 0.04% | 1875 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| First Financial Bank - Trust Division | History | No change | 1,177 | 338 | 0.03% | 0.03% | 1876 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Citizens National Bank Trust Department | History | No change | 1,177 | 338 | 0.06% | 0.06% | 1877 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| InTrack Investment Management Inc | History | Reduced | 1,176 | 337 | 0.19% | 0.25% | 1878 | -355 | -23.19% | Q1 2026 | Apr 06, 2026 |
| Legacy PCG, LLC | History | Reduced | 1,172 | 336 | 1.81% | 1.76% | 1879 | -8,646 | -88.06% | Q1 2026 | May 15, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 1,169 | 335 | 0.05% | 0.05% | 1880 | -21 | -1.76% | Q1 2026 | Apr 30, 2026 |
| Moment Partners, LLC | History | No change | 1,169 | 335 | 0.06% | 0.07% | 1881 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 1,165 | 334 | 0.08% | 0.09% | 1882 | -260 | -18.25% | Q1 2026 | May 15, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 1,162 | 333 | 0.05% | 0.04% | 1884 | +280 | 31.75% | Q1 2026 | May 06, 2026 |
| Prosperity Planning, Inc. | History | No change | 1,163 | 333 | 0.08% | 0.09% | 1883 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | New | 1,159 | 332 | 0.25% | — | 1887 | +1,159 | New | Q1 2026 | May 15, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 1,159 | 332 | 0.04% | 0.06% | 1885 | -3 | -0.26% | Q1 2026 | May 18, 2026 |
| Strategic Advisors LLC | History | No change | 1,159 | 332 | 0.06% | 0.05% | 1886 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Reduced | 1,154 | 331 | 0.02% | 0.02% | 1889 | -12 | -1.03% | Q1 2026 | Apr 29, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 1,155 | 331 | 0.0% | 0.0% | 1888 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CADINHA & CO LLC | History | No change | 1,150 | 330 | 0.06% | 0.05% | 1890 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rossby Financial, LCC | History | Added to | 1,140 | 329 | 0.07% | 0.06% | 1892 | +503 | 78.96% | Q1 2026 | May 11, 2026 |
| Summit Wealth Group, LLC | History | Added to | 1,147 | 329 | 0.08% | 0.07% | 1891 | +53 | 4.84% | Q1 2026 | May 04, 2026 |
| ADE, LLC | History | No change | 1,143 | 328 | 0.16% | 0.16% | 1893 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bogart Wealth, LLC | History | Reduced | 1,136 | 326 | 0.01% | 0.02% | 1894 | -234 | -17.08% | Q1 2026 | Apr 28, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Reduced | 1,120 | 326 | 0.17% | 0.22% | 1895 | -215 | -16.1% | Q1 2026 | Apr 08, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 1,133 | 325 | 0.19% | 0.21% | 1897 | +3 | 0.27% | Q1 2026 | May 12, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 1,134 | 325 | 0.07% | 0.08% | 1896 | -2 | -0.18% | Q1 2026 | May 05, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 1,157 | 324 | 0.0% | — | 1900 | +1,157 | New | Q1 2026 | May 12, 2026 |
| Compass Advisory Group LLC | History | Added to | 1,129 | 324 | 0.09% | 0.09% | 1898 | +5 | 0.44% | Q1 2026 | Apr 21, 2026 |
| MKT Advisors LLC | History | Reduced | 1,115 | 324 | 0.11% | 0.11% | 1899 | -1 | -0.09% | Q1 2026 | Apr 10, 2026 |
| Oath Planning, LLC | History | Added to | 1,122 | 322 | 0.29% | 0.32% | 1902 | +4 | 0.36% | Q1 2026 | May 08, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 1,124 | 322 | 0.04% | 0.04% | 1901 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | New | 1,120 | 321 | 0.1% | — | 1904 | +1,120 | New | Q1 2026 | May 05, 2026 |
| BLUELINE ADVISORS LLC | History | Added to | 1,118 | 321 | 0.25% | 0.02% | 1903 | +1,035 | 1246.99% | Q1 2026 | Apr 07, 2026 |
| ARS Wealth Advisors Group, LLC | History | Added to | 1,118 | 320 | 0.03% | 0.03% | 1905 | +48 | 4.49% | Q1 2026 | Apr 15, 2026 |
| Lynx Investment Advisory | History | New | 1,114 | 319 | 0.15% | — | 1907 | +1,114 | New | Q1 2026 | Apr 24, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 1,112 | 319 | 0.25% | 0.26% | 1906 | +13 | 1.18% | Q1 2026 | Apr 22, 2026 |
| GREENLEAF TRUST | History | Added to | 1,108 | 318 | 0.0% | 0.0% | 1908 | +224 | 25.34% | Q1 2026 | Apr 27, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 1,101 | 316 | 0.0% | 0.0% | 1909 | -3,492 | -76.03% | Q1 2026 | May 14, 2026 |
| Integrity Financial Corp /WA | History | Added to | 1,102 | 316 | 0.16% | 0.07% | 1911 | +654 | 145.98% | Q1 2026 | May 14, 2026 |
| Indiana Trust & Investment Management Co | History | Reduced | 1,103 | 316 | 0.1% | 0.15% | 1910 | -623 | -36.1% | Q1 2026 | Apr 28, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 1,093 | 315 | 0.12% | 0.12% | 1912 | +4 | 0.37% | Q1 2026 | Apr 29, 2026 |
| ENTREWEALTH, LLC | History | No change | 1,099 | 315 | 0.14% | 0.15% | 1913 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Valley Brook Capital Group, Inc. | History | Added to | 1,095 | 314 | 0.21% | 0.16% | 1914 | +260 | 31.14% | Q1 2026 | May 08, 2026 |
| Helium Advisors LLC | History | Added to | 1,095 | 314 | 0.3% | 0.32% | 1915 | +4 | 0.37% | Q1 2026 | May 05, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Reduced | 1,092 | 313 | 0.03% | 0.04% | 1917 | -100 | -8.39% | Q1 2026 | Apr 29, 2026 |
| Miramar Capital, LLC | History | Added to | 1,093 | 313 | 0.07% | 0.07% | 1919 | +5 | 0.46% | Q1 2026 | May 11, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,093 | 313 | 0.11% | 0.11% | 1916 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Edgemoor Investment Advisors, Inc. | History | No change | 1,090 | 313 | 0.02% | 0.02% | 1918 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 1,090 | 313 | 0.11% | 0.11% | 1920 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NorthCoast Asset Management LLC | History | New | 1,086 | 312 | 0.01% | — | 1924 | +1,086 | New | Q1 2026 | May 13, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Reduced | 1,089 | 312 | 0.09% | 0.1% | 1921 | -78 | -6.68% | Q1 2026 | Apr 20, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 1,089 | 312 | 0.09% | 0.1% | 1922 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Northern Lights Advisors, Inc. | History | No change | 1,089 | 312 | 0.21% | 0.22% | 1923 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MATTERS CAPITAL LLC | History | New | 1,085 | 311 | 0.28% | — | 1926 | +1,085 | New | Q1 2026 | May 12, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 1,085 | 311 | 0.08% | 0.12% | 1925 | +111 | 11.4% | Q1 2026 | Apr 08, 2026 |
| TBH Global Asset Management, LLC | History | New | 1,083 | 310 | 0.06% | — | 1930 | +1,083 | New | Q1 2026 | Apr 22, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 1,080 | 310 | 0.02% | — | 1931 | +1,080 | New | Q1 2026 | May 07, 2026 |
| McLean Asset Management Corp | History | Added to | 1,082 | 310 | 0.05% | 0.06% | 1928 | +32 | 3.05% | Q1 2026 | Apr 22, 2026 |
| Granite Group Advisors, LLC | History | Reduced | 1,066 | 310 | 0.19% | 0.18% | 1929 | -10 | -0.93% | Q1 2026 | Apr 14, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 1,081 | 310 | 0.02% | 0.02% | 1927 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Second Line Capital, LLC | History | New | 3,982 | 307 | 0.06% | — | 1932 | +3,982 | New | Q1 2026 | May 14, 2026 |
| Ironwood Wealth Management, LLC. | History | Reduced | 1,069 | 306 | 0.09% | 0.1% | 1933 | -51 | -4.55% | Q1 2026 | Apr 23, 2026 |
| Michels Family Financial, LLC | History | Reduced | 1,067 | 306 | 0.22% | 0.24% | 1935 | -44 | -3.96% | Q1 2026 | Apr 24, 2026 |
| Sankala Group LLC | History | Added to | 1,075 | 306 | 0.25% | 0.26% | 1936 | +9 | 0.84% | Q1 2026 | Mar 31, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 1,057 | 306 | 0.1% | 0.1% | 1934 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 1,042 | 303 | 0.02% | 0.02% | 1937 | -35 | -3.25% | Q1 2026 | Apr 07, 2026 |
| Refined Wealth Management | History | Reduced | 1,053 | 302 | 0.19% | 2.61% | 1938 | -12,310 | -92.12% | Q1 2026 | Apr 21, 2026 |
| Sensible Money, LLC | History | Added to | 1,055 | 302 | 0.09% | 0.07% | 1941 | +281 | 36.3% | Q1 2026 | Apr 21, 2026 |
| Trek Financial, LLC | History | Added to | 1,054 | 302 | 0.02% | 0.01% | 1940 | +213 | 25.33% | Q1 2026 | May 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 1,052 | 302 | 0.02% | 0.02% | 1942 | +93 | 9.7% | Q1 2026 | Apr 16, 2026 |
| Midwest Professional Planners, LTD. | History | Reduced | 1,052 | 302 | 0.07% | 0.07% | 1939 | -19 | -1.77% | Q1 2026 | May 05, 2026 |
| EVERPAR ADVISORS LLC | History | Added to | 1,051 | 301 | 0.1% | 0.09% | 1945 | +192 | 22.35% | Q1 2026 | Apr 21, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 1,048 | 301 | 0.08% | 0.09% | 1943 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Element Wealth, LLC | History | No change | 1,051 | 301 | 0.12% | 0.13% | 1944 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Stanley-Laman Group, Ltd. | History | New | 1,046 | 300 | 0.04% | — | 1948 | +1,046 | New | Q1 2026 | Apr 16, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 1,047 | 300 | 0.02% | 0.02% | 1947 | +92 | 9.63% | Q1 2026 | Apr 29, 2026 |
| KWB Wealth | History | No change | 1,037 | 300 | 0.03% | 0.03% | 1946 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,042 | 299 | 0.0% | 0.0% | 1949 | +193 | 22.73% | Q1 2026 | May 01, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | No change | 1,042 | 299 | 0.06% | 0.06% | 1950 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| tru Independence LLC | History | Added to | 1,039 | 298 | 0.15% | 0.08% | 1951 | +3 | 0.29% | Q1 2026 | Apr 22, 2026 |
| Northside Capital Management, LLC | History | New | 1,035 | 297 | 0.03% | — | 1952 | +1,035 | New | Q1 2026 | Apr 10, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 1,030 | 296 | 0.02% | 0.01% | 1953 | +265 | 34.64% | Q1 2026 | Apr 21, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 1,028 | 295 | 0.14% | — | 1954 | +1,028 | New | Q1 2026 | Apr 09, 2026 |
| RCW Management, LLC | History | No change | 1,025 | 294 | 0.3% | 0.3% | 1955 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Providence Capital Advisors, LLC | History | Reduced | 1,022 | 293 | 0.05% | 0.06% | 1957 | -165 | -13.9% | Q1 2026 | May 14, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Reduced | 1,021 | 293 | 0.05% | 0.05% | 1959 | -35 | -3.31% | Q1 2026 | Apr 30, 2026 |
| Performance Wealth Partners, LLC | History | Reduced | 1,022 | 293 | 0.01% | 0.01% | 1958 | -29 | -2.76% | Q1 2026 | Apr 10, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 990 | 293 | 0.0% | 0.0% | 1956 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 1,020 | 292 | 0.09% | 0.09% | 1960 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Merrithew & Thorsten Inc | History | No change | 1,020 | 292 | 0.28% | 0.31% | 1961 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Junk Investment Group, LLC | History | New | 1,014 | 291 | 0.15% | — | 1963 | +1,014 | New | Q1 2026 | May 08, 2026 |
| Old Port Advisors | History | No change | 1,016 | 291 | 0.07% | 0.07% | 1962 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 1,011 | 290 | 0.1% | 0.09% | 1964 | +98 | 10.73% | Q1 2026 | May 06, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 1,010 | 290 | 0.19% | 0.19% | 1966 | +63 | 6.65% | Q1 2026 | Apr 14, 2026 |
| Midwest Financial Group LLC | History | No change | 1,011 | 290 | 0.12% | 0.13% | 1965 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| AUCTUS ADVISORS LLC | History | Reduced | 1,007 | 289 | 0.27% | 0.29% | 1969 | -86 | -7.87% | Q1 2026 | Apr 23, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 1,008 | 289 | 0.14% | 0.15% | 1967 | -23 | -2.23% | Q1 2026 | May 05, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 1,007 | 289 | 0.09% | 0.09% | 1968 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Powerhouse Assets LLC | History | Reduced | 1,006 | 288 | 0.25% | 0.33% | 1971 | -300 | -22.97% | Q1 2026 | Apr 28, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 4,013 | 288 | 0.0% | 0.0% | 1970 | +35 | 0.88% | Q1 2026 | May 14, 2026 |
| M Wealth Management, LLC | History | Added to | 1,003 | 288 | 0.24% | 0.25% | 1973 | +3 | 0.3% | Q1 2026 | May 15, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 1,005 | 288 | 0.02% | 0.02% | 1972 | +2 | 0.2% | Q1 2026 | May 15, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 1,000 | 287 | 0.04% | 0.05% | 1975 | -129 | -11.43% | Q1 2026 | May 07, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 1,000 | 287 | 0.06% | 0.06% | 1974 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Embree Financial Group | History | Reduced | 998 | 286 | 0.03% | 0.04% | 1978 | -49 | -4.68% | Q1 2026 | Apr 23, 2026 |
| Glassman Wealth Services | History | Added to | 999 | 286 | 0.04% | 0.04% | 1977 | +2 | 0.2% | Q1 2026 | May 04, 2026 |
| Courage Miller Partners, LLC | History | No change | 998 | 286 | 0.08% | 0.09% | 1976 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Advocate Investing Services LLC | History | No change | 997 | 286 | 0.24% | 0.26% | 1979 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 990 | 284 | 0.02% | 0.03% | 1980 | -364 | -26.88% | Q1 2026 | May 05, 2026 |
| S&T BANK/PA | History | Reduced | 987 | 283 | 0.11% | 0.13% | 1981 | -378 | -27.69% | Q1 2026 | May 13, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 987 | 283 | 0.11% | 0.11% | 1983 | +75 | 8.22% | Q1 2026 | Apr 29, 2026 |
| Clarendon Private LLC | History | Added to | 988 | 283 | 0.22% | 0.24% | 1984 | +4 | 0.41% | Q1 2026 | May 11, 2026 |
| Marin Bay Wealth Advisors, LLC | History | Added to | 988 | 283 | 0.17% | 0.16% | 1985 | +1 | 0.1% | Q1 2026 | May 11, 2026 |
| Integris Wealth Management, LLC | History | No change | 986 | 283 | 0.07% | 0.07% | 1982 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| LAWOOD & CO | History | Added to | 983 | 282 | 0.26% | 0.21% | 1988 | +205 | 26.35% | Q1 2026 | Apr 14, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 984 | 282 | 0.03% | 0.03% | 1986 | -43 | -4.19% | Q1 2026 | Apr 23, 2026 |
| Private Capital Management, LLC | History | Added to | 982 | 282 | 0.03% | 0.03% | 1987 | +3 | 0.31% | Q1 2026 | May 15, 2026 |
| Ballast Financial Advisors LLC | History | Added to | 976 | 280 | 0.29% | 0.27% | 1990 | +79 | 8.81% | Q1 2026 | May 13, 2026 |
| KOM Wealth Management Group, LLC | History | Reduced | 976 | 280 | 0.19% | 0.21% | 1989 | -35 | -3.46% | Q1 2026 | Apr 23, 2026 |
| Traub Capital Management LLC | History | Added to | 973 | 279 | 0.28% | 0.27% | 1992 | +5 | 0.52% | Q1 2026 | Apr 23, 2026 |
| Legacy Bridge, LLC | History | No change | 972 | 279 | 0.11% | 0.11% | 1991 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| marrick wealth, LLC | History | Reduced | 970 | 278 | 0.23% | 0.39% | 1994 | -687 | -41.46% | Q1 2026 | Apr 15, 2026 |
| NOVUS ADVISORS, LLC | History | Added to | 970 | 278 | 0.62% | 0.57% | 1993 | +85 | 9.6% | Q1 2026 | Apr 27, 2026 |
| SEEDS INVESTOR LLC | History | New | 920 | 277 | 0.04% | — | 1998 | +920 | New | Q1 2026 | May 11, 2026 |
| North Capital, Inc. | History | Added to | 965 | 277 | 0.23% | 0.24% | 1997 | +4 | 0.42% | Q1 2026 | Apr 30, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 966 | 277 | 0.0% | 0.0% | 1995 | +1 | 0.1% | Q1 2026 | May 12, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | No change | 965 | 277 | 0.02% | 0.02% | 1996 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 963 | 276 | 0.19% | 0.23% | 2000 | +114 | 13.43% | Q1 2026 | Apr 22, 2026 |
| Summit Asset Management, LLC | History | No change | 962 | 276 | 0.04% | 0.04% | 1999 | 0 | 0.0% | Q1 2026 | May 08, 2026 |