VANGUARD INDEX FUNDS - VOE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 4,758,402 | 876,878 | 0.05% | 0.05% | 1 | +7,853 | 0.17% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 4,333,382 | 798,555 | 1.63% | 1.64% | 2 | -191,395 | -4.23% | Q1 2026 | May 06, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 4,140,038 | 762,926 | 3.75% | 3.6% | 3 | +233,942 | 5.99% | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | Reduced | 3,741,881 | 689,554 | 1.31% | 1.33% | 4 | -182,729 | -4.66% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,133,089 | 570,842 | 0.27% | 0.28% | 5 | +505,987 | 19.26% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,045,401 | 561,206 | 0.04% | 0.04% | 6 | -76,649 | -2.46% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,688,107 | 495,364 | 0.09% | 0.09% | 7 | -16,297 | -0.6% | Q1 2026 | Jul 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,421,695 | 446,269 | 0.08% | 0.07% | 8 | -127,511 | -5.0% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,626,649 | 299,758 | 1.15% | — | 9 | +1,626,649 | New | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 1,465,381 | 270,040 | 0.04% | 0.04% | 10 | +73,158 | 5.25% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,461,159 | 269,262 | 0.16% | 0.14% | 11 | -7,211 | -0.49% | Q1 2026 | May 08, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Added to | 1,221,139 | 225,031 | 14.34% | 13.08% | 12 | +117,119 | 10.61% | Q1 2026 | Apr 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,205,341 | 222,120 | 0.06% | 0.06% | 13 | +70,649 | 6.23% | Q1 2026 | May 04, 2026 |
| FMR LLC | History | Added to | 1,108,677 | 204,306 | 0.01% | 0.01% | 14 | +70,333 | 6.77% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 1,093,935 | 201,590 | 0.05% | 0.05% | 15 | +18,692 | 1.74% | Q1 2026 | May 06, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 1,090,118 | 200,886 | 1.51% | 1.37% | 16 | +67,163 | 6.57% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,045,730 | 192,706 | 0.12% | 0.11% | 17 | +66,380 | 6.78% | Q1 2026 | May 07, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 899,090 | 165,684 | 3.57% | 3.32% | 18 | +51,890 | 6.12% | Q1 2026 | Apr 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 882,986 | 162,697 | 0.04% | 0.04% | 19 | -108,674 | -10.96% | Q1 2026 | Jul 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 720,227 | 132,723 | 0.04% | 0.04% | 20 | -70,591 | -8.93% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 703,111 | 129,570 | 0.12% | 0.11% | 21 | -4,935 | -0.7% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Added to | 683,834 | 126,017 | 0.14% | 0.14% | 22 | +6,650 | 0.98% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 659,620 | 121,620 | 0.18% | 0.11% | 23 | +253,910 | 62.58% | Q1 2026 | May 15, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 612,122 | 112,801 | 0.96% | 0.89% | 24 | -11,219 | -1.8% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Reduced | 603,456 | 111,158 | 0.13% | 0.13% | 25 | -17,857 | -2.87% | Q1 2026 | May 13, 2026 |
| SYM FINANCIAL Corp | History | Added to | 567,194 | 104,522 | 10.44% | 10.19% | 26 | +8,074 | 1.44% | Q1 2026 | May 08, 2026 |
| Waverly Advisors, LLC | History | Reduced | 529,934 | 97,656 | 0.73% | 0.78% | 27 | -12,550 | -2.31% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 528,225 | 97,322 | 2.76% | 2.99% | 28 | -12,601 | -2.33% | Q1 2026 | Apr 09, 2026 |
| US BANCORP \DE\ | History | Added to | 505,528 | 93,176 | 0.11% | 0.1% | 29 | +14,694 | 2.99% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 433,705 | 79,923 | 0.05% | 0.06% | 30 | -657 | -0.15% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 424,294 | 78,188 | 0.08% | 0.08% | 31 | +6,196 | 1.48% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 401,592 | 74,005 | 0.1% | 0.1% | 32 | -26,635 | -6.22% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 399,175 | 73,559 | 0.13% | 0.16% | 33 | -114,889 | -22.35% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 383,976 | 69,676 | 0.0% | 0.0% | 34 | +1,574 | 0.41% | Q1 2026 | May 13, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 374,368 | 68,988 | 7.02% | 6.82% | 35 | -5,437 | -1.43% | Q1 2026 | May 04, 2026 |
| McAdam, LLC | History | Added to | 353,982 | 65,231 | 2.94% | 2.82% | 36 | +6,718 | 1.93% | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 341,901 | 63,005 | 0.08% | 0.09% | 37 | -44,626 | -11.55% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 326,802 | 60,226 | 0.06% | 0.06% | 38 | -2,320 | -0.7% | Q1 2026 | May 05, 2026 |
| Krilogy Financial LLC | History | Added to | 299,602 | 57,134 | 1.84% | 1.88% | 39 | +1,996 | 0.67% | Q1 2026 | Apr 17, 2026 |
| Berman McAleer LLC | History | Added to | 306,169 | 56,420 | 7.7% | 7.28% | 40 | +5,680 | 1.89% | Q1 2026 | Apr 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 295,737 | 54,498 | 0.26% | 0.25% | 41 | +1,319 | 0.45% | Q1 2026 | Apr 24, 2026 |
| CWM, LLC | History | Added to | 290,862 | 53,600 | 0.14% | 0.13% | 42 | +18,571 | 6.82% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 275,034 | 50,616 | 0.07% | 0.06% | 43 | -6,611 | -2.35% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 274,908 | 50,436 | 0.07% | — | 44 | +274,908 | New | Q1 2026 | May 12, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 265,574 | 48,939 | 6.09% | 5.88% | 45 | -5,009 | -1.85% | Q1 2026 | Apr 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 283,898 | 48,840 | 0.31% | 0.32% | 46 | +17,448 | 6.55% | Q1 2026 | May 15, 2026 |
| Trust Co | History | Added to | 260,990 | 48,095 | 4.51% | 4.31% | 47 | +1,889 | 0.73% | Q1 2026 | Apr 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 241,730 | 44,546 | 0.12% | 0.1% | 48 | -790 | -0.33% | Q1 2026 | May 04, 2026 |
| HUB Investment Partners, LLC | History | Added to | 235,927 | 43,476 | 1.04% | 0.38% | 49 | +153,115 | 184.89% | Q1 2026 | May 15, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 231,852 | 42,725 | 0.04% | 0.03% | 50 | -8,027 | -3.35% | Q1 2026 | May 14, 2026 |
| Marotta Asset Management | History | Reduced | 217,452 | 40,152 | 7.39% | 7.35% | 51 | -6,414 | -2.87% | Q1 2026 | Apr 27, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 209,002 | 38,521 | 0.38% | 0.39% | 52 | +9,028 | 4.51% | Q1 2026 | May 12, 2026 |
| KWMG, LLC | History | Added to | 207,042 | 38,153 | 3.19% | 3.11% | 53 | +3,590 | 1.76% | Q1 2026 | Apr 09, 2026 |
| NewEdge Advisors, LLC | History | Added to | 198,576 | 36,593 | 0.13% | 0.13% | 54 | +1,686 | 0.86% | Q1 2026 | Jun 02, 2026 |
| Summit Financial, LLC | History | Added to | 195,010 | 35,936 | 0.46% | 0.44% | 55 | +26,289 | 15.58% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 193,521 | 34,324 | 0.06% | 0.06% | 56 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Shakespeare Wealth Management, LLC | History | Added to | 181,234 | 33,397 | 7.91% | 7.01% | 57 | +2,405 | 1.34% | Q1 2026 | Apr 30, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 179,038 | 32,993 | 1.04% | 1.02% | 58 | +3,137 | 1.78% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 177,550 | 32,718 | 0.09% | 0.07% | 59 | +37,386 | 26.67% | Q1 2026 | May 08, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 171,147 | 31,539 | 2.64% | 2.49% | 60 | -1,926 | -1.11% | Q1 2026 | May 11, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 165,912 | 30,574 | 2.06% | 1.33% | 61 | +56,677 | 51.89% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 164,240 | 30,266 | 0.11% | 0.11% | 62 | +17,193 | 11.69% | Q1 2026 | Apr 30, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 184,379 | 29,594 | 0.73% | 0.69% | 63 | +2,585 | 1.42% | Q1 2026 | Apr 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 159,181 | 29,333 | 0.16% | 0.16% | 64 | +28,389 | 21.71% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 158,512 | 29,210 | 0.01% | 0.01% | 65 | -6,271 | -3.81% | Q1 2026 | May 12, 2026 |
| Avion Wealth | History | Reduced | 157,831 | 29,085 | 6.01% | 6.06% | 66 | -5,036 | -3.09% | Q1 2026 | May 01, 2026 |
| WoodTrust Financial Corp | History | Reduced | 154,707 | 28,509 | 3.68% | 3.59% | 67 | -18,703 | -10.79% | Q1 2026 | May 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 154,378 | 28,448 | 0.68% | 0.74% | 68 | -23,273 | -13.1% | Q1 2026 | Apr 30, 2026 |
| BHK Investment Advisors, LLC | History | Reduced | 153,074 | 28,208 | 9.43% | 9.2% | 69 | -4,703 | -2.98% | Q1 2026 | Apr 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 148,588 | 27,523 | 0.06% | 0.06% | 70 | -96,521 | -39.38% | Q1 2026 | Apr 08, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 147,982 | 27,270 | 0.44% | 0.35% | 71 | +51,272 | 53.02% | Q1 2026 | Apr 21, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 146,890 | 27,068 | 4.77% | 4.72% | 72 | +1,191 | 0.82% | Q1 2026 | Apr 17, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Reduced | 145,954 | 26,896 | 4.61% | 6.05% | 73 | -117 | -0.08% | Q1 2026 | Apr 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 145,868 | 26,880 | 0.01% | 0.01% | 74 | -3,665 | -2.45% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Added to | 141,417 | 26,066 | 0.13% | 0.12% | 75 | +15,591 | 12.39% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 135,522 | 24,974 | 0.4% | 0.39% | 76 | +785 | 0.58% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 132,621 | 24,439 | 0.04% | 0.05% | 77 | +51,160 | 62.8% | Q1 2026 | May 01, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 129,119 | 23,794 | 10.48% | 9.71% | 78 | -1,899 | -1.45% | Q1 2026 | Apr 22, 2026 |
| STEPHENS INC /AR/ | History | Added to | 129,093 | 23,789 | 0.3% | 0.26% | 79 | +12,845 | 11.05% | Q1 2026 | Apr 28, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 127,800 | 23,551 | 4.31% | 4.11% | 80 | +1,037 | 0.82% | Q1 2026 | May 06, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 127,612 | 23,516 | 0.03% | 0.03% | 81 | +842 | 0.66% | Q1 2026 | May 13, 2026 |
| Diesslin Group, Inc. | History | Reduced | 124,837 | 23,004 | 10.36% | 9.25% | 82 | -6,460 | -4.92% | Q1 2026 | Apr 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 123,389 | 22,729 | 0.04% | 0.04% | 83 | +202 | 0.16% | Q1 2026 | May 14, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 120,022 | 22,134 | 1.53% | 1.49% | 84 | +23,216 | 23.98% | Q1 2026 | May 18, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 110,890 | 20,434 | 2.79% | 2.76% | 85 | +261 | 0.24% | Q1 2026 | Apr 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 109,447 | 20,169 | 0.05% | 0.05% | 86 | +4,109 | 3.9% | Q1 2026 | Apr 30, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 108,479 | 19,990 | 0.97% | 0.89% | 87 | +3,820 | 3.65% | Q1 2026 | May 04, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 105,024 | 19,911 | 3.78% | 3.68% | 88 | +576 | 0.55% | Q1 2026 | Apr 09, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 105,266 | 19,398 | 0.15% | 0.12% | 89 | +17,963 | 20.58% | Q1 2026 | May 01, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 105,265 | 19,398 | 0.03% | 0.03% | 90 | -735 | -0.69% | Q1 2026 | May 14, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 104,091 | 19,181 | 1.25% | 1.22% | 91 | +228 | 0.22% | Q1 2026 | May 07, 2026 |
| Ledyard National Bank | History | Added to | 103,675 | 19,105 | 1.66% | 1.57% | 92 | +954 | 0.93% | Q1 2026 | Apr 24, 2026 |
| Advisory Alpha, LLC | History | Reduced | 101,702 | 18,741 | 0.51% | 0.49% | 93 | -497 | -0.49% | Q1 2026 | May 14, 2026 |
| OLIO Financial Planning | History | Added to | 99,296 | 18,298 | 5.07% | 4.86% | 94 | +1,694 | 1.74% | Q1 2026 | Apr 14, 2026 |
| Asset Management Group, Inc. | History | Reduced | 95,781 | 17,650 | 2.85% | 2.76% | 95 | -508 | -0.53% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 89,943 | 17,265 | 0.39% | 0.4% | 96 | +2,851 | 3.27% | Q1 2026 | May 04, 2026 |
| ProVise Management Group, LLC | History | Added to | 92,531 | 17,051 | 1.23% | 1.15% | 98 | +1,463 | 1.61% | Q1 2026 | May 06, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 92,529 | 17,051 | 0.22% | 0.21% | 97 | -123 | -0.13% | Q1 2026 | May 15, 2026 |
| Dougherty Wealth Advisers LLC | History | Reduced | 91,186 | 16,803 | 10.66% | 9.26% | 99 | -1,200 | -1.3% | Q1 2026 | Apr 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 90,240 | 16,629 | 0.02% | 0.03% | 100 | -16,075 | -15.12% | Q1 2026 | May 15, 2026 |
| Lutz Financial Services LLC | History | Added to | 89,711 | 16,532 | 1.11% | 1.08% | 101 | +250 | 0.28% | Q1 2026 | May 04, 2026 |
| Compton Wealth Advisory Group, LLC | History | Added to | 88,024 | 16,253 | 3.62% | 3.39% | 102 | +493 | 0.56% | Q1 2026 | Apr 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 87,316 | 16,090 | 0.09% | 0.08% | 103 | +1,933 | 2.26% | Q1 2026 | Apr 15, 2026 |
| Clayton Financial Group LLC | History | Added to | 85,754 | 15,802 | 8.12% | 7.62% | 104 | +1,512 | 1.79% | Q1 2026 | Apr 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 83,170 | 15,326 | 0.19% | 0.18% | 105 | +1,538 | 1.88% | Q1 2026 | Apr 20, 2026 |
| Evensky & Katz LLC | History | Reduced | 82,924 | 15,281 | 0.87% | 0.85% | 106 | -2,172 | -2.55% | Q1 2026 | Apr 22, 2026 |
| BROWN ADVISORY INC | History | Added to | 82,308 | 15,167 | 0.02% | 0.01% | 107 | +22,401 | 37.39% | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | Added to | 82,300 | 15,166 | 0.63% | 0.57% | 108 | +10,136 | 14.05% | Q1 2026 | Apr 30, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 80,372 | 14,810 | 2.8% | 2.4% | 109 | +221 | 0.28% | Q1 2026 | May 20, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 80,082 | 14,758 | 0.04% | 0.03% | 110 | +2,270 | 2.92% | Q1 2026 | Apr 22, 2026 |
| LMCG INVESTMENTS, LLC | History | Reduced | 79,793 | 14,704 | 0.87% | 0.83% | 111 | -2,444 | -2.97% | Q1 2026 | Apr 29, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 79,198 | 14,594 | 0.08% | 0.08% | 112 | -246 | -0.31% | Q1 2026 | May 05, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 78,918 | 14,543 | 0.39% | 0.31% | 113 | +9,688 | 13.99% | Q1 2026 | May 01, 2026 |
| Roberts Financial Services LLC | History | Reduced | 77,301 | 14,245 | 4.53% | 5.34% | 114 | -18,597 | -19.39% | Q1 2026 | Apr 15, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 77,201 | 14,226 | 0.17% | 0.17% | 115 | -5,814 | -7.0% | Q1 2026 | May 06, 2026 |
| Payne Capital Management, LLC | History | Added to | 76,180 | 14,038 | 4.25% | 4.16% | 116 | +1,878 | 2.53% | Q1 2026 | May 08, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 73,195 | 13,488 | 1.9% | 1.09% | 117 | +30,721 | 72.33% | Q1 2026 | Apr 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 72,730 | 13,402 | 0.07% | 0.07% | 118 | +950 | 1.32% | Q1 2026 | May 13, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 71,775 | 13,226 | 1.63% | 1.58% | 119 | -1,422 | -1.94% | Q1 2026 | Apr 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 71,606 | 13,195 | 0.19% | 0.17% | 120 | +9,207 | 14.76% | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | Reduced | 71,433 | 13,163 | 0.2% | 0.2% | 121 | -1,570 | -2.15% | Q1 2026 | May 08, 2026 |
| Apella Capital, LLC | History | Reduced | 68,123 | 13,115 | 0.19% | 0.25% | 122 | -4,475 | -6.16% | Q1 2026 | Apr 20, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 71,072 | 13,097 | 3.15% | 3.07% | 123 | +4,946 | 7.48% | Q1 2026 | Apr 24, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 70,773 | 13,042 | 0.23% | 0.22% | 124 | +770 | 1.1% | Q1 2026 | May 04, 2026 |
| Opes Wealth Management LLC | History | Added to | 69,713 | 12,846 | 2.11% | 1.97% | 125 | +1,494 | 2.19% | Q1 2026 | Apr 28, 2026 |
| Eagle Strategies LLC | History | Added to | 68,837 | 12,685 | 1.52% | 1.5% | 126 | +2,550 | 3.85% | Q1 2026 | Apr 20, 2026 |
| Arax Advisory Partners | History | Added to | 68,776 | 12,673 | 0.36% | 0.15% | 127 | +38,843 | 129.77% | Q1 2026 | May 13, 2026 |
| Sepio Capital, LP | History | Reduced | 68,357 | 12,596 | 0.68% | 0.67% | 128 | -605 | -0.88% | Q1 2026 | May 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 67,563 | 12,450 | 0.76% | 0.74% | 129 | -1,667,625 | -96.11% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 67,434 | 12,426 | 0.07% | 0.07% | 130 | +2,342 | 3.6% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 66,876 | 12,324 | 0.1% | 0.1% | 131 | +361 | 0.54% | Q1 2026 | Apr 07, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 66,493 | 12,253 | 0.07% | 0.07% | 132 | +6,257 | 10.39% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 63,907 | 11,788 | 0.02% | 0.01% | 133 | +34,322 | 116.01% | Q1 2026 | May 15, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 63,487 | 11,699 | 3.54% | 3.35% | 134 | -370 | -0.58% | Q1 2026 | Apr 17, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 63,399 | 11,683 | 0.99% | 0.65% | 135 | +23,827 | 60.21% | Q1 2026 | Apr 09, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 63,354 | 11,674 | 0.48% | 0.46% | 136 | +1,644 | 2.66% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 63,297 | 11,664 | 0.27% | 0.27% | 137 | +181 | 0.29% | Q1 2026 | May 04, 2026 |
| COMMERCE BANK | History | Added to | 62,157 | 11,454 | 0.06% | 0.05% | 138 | +7,642 | 14.02% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 61,840 | 11,395 | 0.24% | 0.03% | 139 | +53,600 | 650.49% | Q1 2026 | Apr 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 61,279 | 11,292 | 0.06% | 0.06% | 140 | -1,920 | -3.04% | Q1 2026 | Apr 30, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 57,606 | 11,125 | 4.41% | 4.51% | 141 | -2,886 | -4.77% | Q1 2026 | Apr 27, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Reduced | 59,092 | 10,889 | 7.58% | 7.39% | 142 | -171 | -0.29% | Q1 2026 | Apr 08, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 58,960 | 10,865 | 0.3% | 0.3% | 143 | -549 | -0.92% | Q1 2026 | May 07, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 57,117 | 10,799 | 2.19% | 2.2% | 144 | +1,166 | 2.08% | Q1 2026 | Apr 15, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 58,505 | 10,781 | 2.93% | 2.72% | 145 | +3,650 | 6.65% | Q1 2026 | Apr 29, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 58,424 | 10,766 | 0.17% | 0.18% | 146 | +260 | 0.45% | Q1 2026 | May 04, 2026 |
| Midwest Trust Co | History | Added to | 57,682 | 10,629 | 0.13% | 0.13% | 147 | +329 | 0.57% | Q1 2026 | May 01, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 57,318 | 10,562 | 1.21% | 1.2% | 148 | -3,508 | -5.77% | Q1 2026 | May 11, 2026 |
| TRB Wealth Management, LLC | History | New | 56,897 | 10,484 | 1.49% | — | 149 | +56,897 | New | Q1 2026 | May 14, 2026 |
| Texas Yale Capital Corp. | History | Added to | 54,916 | 10,119 | 0.29% | 0.3% | 150 | +2 | 0.0% | Q1 2026 | May 04, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 54,616 | 10,064 | 0.32% | 0.03% | 151 | +44,454 | 437.45% | Q1 2026 | Apr 29, 2026 |
| Inlight Wealth Management, LLC | History | Added to | 54,009 | 9,952 | 3.68% | 2.43% | 152 | +16,666 | 44.63% | Q1 2026 | May 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 53,709 | 9,897 | 0.23% | 0.22% | 153 | +3,901 | 7.83% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 55,450 | 9,835 | 0.04% | 0.04% | 154 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ridgepath Capital Management LLC | History | New | 53,273 | 9,817 | 4.88% | — | 155 | +53,273 | New | Q1 2026 | May 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 53,227 | 9,808 | 0.27% | 0.25% | 156 | -1,115 | -2.05% | Q1 2026 | Apr 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 53,136 | 9,791 | 0.0% | 0.0% | 157 | -2,688 | -4.82% | Q1 2026 | May 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 52,670 | 9,706 | 0.16% | 0.13% | 158 | +7,782 | 17.34% | Q1 2026 | Apr 21, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 52,399 | 9,656 | 0.27% | 0.26% | 159 | -914 | -1.71% | Q1 2026 | May 04, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 51,097 | 9,416 | 1.88% | 1.08% | 160 | +25,153 | 96.95% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 50,825 | 9,366 | 0.14% | 0.11% | 161 | +19,503 | 62.27% | Q1 2026 | May 15, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 50,114 | 9,235 | 1.5% | 1.43% | 162 | +1,368 | 2.81% | Q1 2026 | Apr 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 49,603 | 9,140 | 0.72% | 0.57% | 163 | +6,904 | 16.17% | Q1 2026 | Apr 23, 2026 |
| Regal Investment Advisors LLC | History | Added to | 49,413 | 9,105 | 0.53% | 0.51% | 164 | +1,197 | 2.48% | Q1 2026 | May 14, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 49,290 | 9,083 | 2.39% | 2.22% | 165 | +764 | 1.57% | Q1 2026 | May 13, 2026 |
| CHILTON INVESTMENT CO INC. | History | Added to | 49,265 | 9,078 | 0.21% | 0.06% | 166 | +32,845 | 200.03% | Q1 2026 | May 15, 2026 |
| Sollinda Capital Management LLC | History | Added to | 48,766 | 8,986 | 2.18% | 1.54% | 167 | +14,774 | 43.46% | Q1 2026 | Apr 30, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 48,666 | 8,968 | 0.78% | — | 168 | +48,666 | New | Q1 2026 | May 06, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 47,041 | 8,668 | 0.22% | 0.22% | 169 | -581 | -1.22% | Q1 2026 | May 13, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 46,740 | 8,613 | 2.18% | 2.24% | 170 | -1,644 | -3.4% | Q1 2026 | Apr 10, 2026 |
| Brickley Wealth Management | History | Reduced | 46,412 | 8,552 | 1.47% | 1.4% | 171 | -255 | -0.55% | Q1 2026 | May 04, 2026 |
| Sharper & Granite LLC | History | Added to | 46,253 | 8,523 | 2.91% | 2.82% | 172 | +1,103 | 2.44% | Q1 2026 | Apr 08, 2026 |
| AE Wealth Management LLC | History | Reduced | 45,231 | 8,334 | 0.05% | 0.05% | 173 | -388 | -0.85% | Q1 2026 | May 13, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 44,441 | 8,189 | 4.32% | 4.14% | 174 | -159 | -0.36% | Q1 2026 | Apr 22, 2026 |
| Capital Advantage, Inc. | History | Added to | 44,432 | 8,187 | 1.07% | 1.04% | 175 | +830 | 1.9% | Q1 2026 | Apr 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 44,373 | 8,177 | 0.0% | 0.0% | 176 | +17,388 | 64.44% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 44,150 | 8,135 | 0.32% | 0.31% | 177 | -2,944 | -6.25% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Reduced | 44,030 | 8,113 | 0.03% | 0.03% | 178 | -990 | -2.2% | Q1 2026 | May 14, 2026 |
| Thrive Capital Management, LLC | History | Added to | 44,019 | 8,111 | 1.78% | 1.08% | 179 | +16,580 | 60.42% | Q1 2026 | Apr 27, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 43,658 | 8,045 | 0.54% | 0.53% | 180 | +381 | 0.88% | Q1 2026 | May 12, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 43,076 | 7,938 | 0.25% | 0.26% | 181 | -3,601 | -7.71% | Q1 2026 | Apr 27, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 42,976 | 7,919 | 0.91% | 0.83% | 182 | +2,587 | 6.41% | Q1 2026 | May 14, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 42,399 | 7,813 | 0.31% | 0.29% | 183 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 41,651 | 7,675 | 0.08% | 0.08% | 184 | +2,195 | 5.56% | Q1 2026 | Apr 20, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 41,197 | 7,591 | 0.78% | 0.8% | 185 | +78 | 0.19% | Q1 2026 | Apr 30, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 40,976 | 7,551 | 1.54% | 1.45% | 186 | -531 | -1.28% | Q1 2026 | Apr 15, 2026 |
| Weinberger Asset Management, Inc | History | Added to | 40,060 | 7,382 | 2.77% | 2.5% | 187 | +959 | 2.45% | Q1 2026 | May 08, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 39,962 | 7,364 | 2.59% | 1.06% | 188 | +23,118 | 137.25% | Q1 2026 | Apr 08, 2026 |
| Hilltop National Bank | History | Reduced | 39,375 | 7,256 | 1.73% | 1.72% | 189 | -685 | -1.71% | Q1 2026 | Apr 02, 2026 |
| SWAN Capital LLC | History | Reduced | 38,826 | 7,154 | 2.63% | 3.16% | 190 | -7,000 | -15.28% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 38,635 | 7,119 | 0.05% | 0.05% | 191 | +2,437 | 6.73% | Q1 2026 | Apr 15, 2026 |
| Falcon Wealth Planning | History | Reduced | 38,542 | 7,102 | 0.48% | 2.34% | 192 | -118,403 | -75.44% | Q1 2026 | Apr 20, 2026 |
| May Barnhard Investments LLC | History | Reduced | 38,071 | 7,015 | 3.41% | 3.19% | 193 | -24 | -0.06% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 37,961 | 6,995 | 0.45% | 0.45% | 194 | -1,090 | -2.79% | Q1 2026 | Apr 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 36,982 | 6,815 | 0.01% | 0.01% | 195 | +10,049 | 37.31% | Q1 2026 | May 15, 2026 |
| Accel Wealth Management | History | Added to | 36,751 | 6,772 | 1.77% | 1.68% | 196 | +2,164 | 6.26% | Q1 2026 | Apr 08, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 36,452 | 6,716 | 0.89% | 0.75% | 197 | +9,449 | 34.99% | Q1 2026 | Apr 08, 2026 |
| HB Wealth Management, LLC | History | Added to | 35,914 | 6,618 | 0.04% | 0.04% | 198 | +6 | 0.02% | Q1 2026 | Apr 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 34,881 | 6,427 | 0.2% | 0.15% | 199 | +11,477 | 49.04% | Q1 2026 | May 15, 2026 |
| Zeit Capital LLC | History | Reduced | 34,786 | 6,410 | 4.29% | 4.22% | 200 | -452 | -1.28% | Q1 2026 | May 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 34,245 | 6,310 | 0.07% | 0.08% | 201 | +2,418 | 7.6% | Q1 2026 | May 15, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 34,087 | 6,281 | 2.73% | 2.34% | 202 | +3,767 | 12.42% | Q1 2026 | Apr 16, 2026 |
| Tenret Co LLC | History | Added to | 33,888 | 6,244 | 3.02% | 2.89% | 203 | +1,689 | 5.25% | Q1 2026 | May 27, 2026 |
| HFG Advisors, Inc. | History | Added to | 33,568 | 6,185 | 4.35% | 4.17% | 204 | +1,152 | 3.55% | Q1 2026 | May 08, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 33,469 | 6,167 | 0.75% | 0.75% | 205 | +216 | 0.65% | Q1 2026 | Apr 08, 2026 |
| Atria Investments, Inc | History | Reduced | 33,372 | 6,149 | 0.07% | 0.08% | 206 | -7,992 | -19.32% | Q1 2026 | May 05, 2026 |
| Spire Wealth Management | History | Added to | 33,345 | 6,144 | 0.21% | 0.17% | 207 | +4,266 | 14.67% | Q1 2026 | Apr 22, 2026 |
| Echo45 Advisors LLC | History | Reduced | 33,199 | 6,117 | 3.44% | 3.37% | 208 | -64 | -0.19% | Q1 2026 | Apr 20, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 32,963 | 6,074 | 1.97% | 1.67% | 209 | +3,465 | 11.75% | Q1 2026 | Apr 21, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 32,737 | 6,032 | 2.31% | 2.27% | 210 | +610 | 1.9% | Q1 2026 | Apr 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 32,478 | 5,985 | 0.01% | 0.01% | 211 | -3,213 | -9.0% | Q1 2026 | May 01, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 32,405 | 5,971 | 0.37% | 0.38% | 212 | -840 | -2.53% | Q1 2026 | Jun 09, 2026 |
| Forza Wealth Management, LLC | History | Added to | 32,337 | 5,959 | 2.07% | 2.01% | 213 | +935 | 2.98% | Q1 2026 | Apr 30, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 32,023 | 5,901 | 0.11% | 0.09% | 214 | +2,791 | 9.55% | Q1 2026 | Apr 10, 2026 |
| Bangor Savings Bank | History | Reduced | 31,959 | 5,889 | 0.47% | 0.5% | 215 | -3,326 | -9.43% | Q1 2026 | Apr 01, 2026 |
| CONQUIS FINANCIAL LLC | History | Added to | 30,375 | 5,873 | 4.87% | 4.4% | 216 | +1,513 | 5.24% | Q1 2026 | May 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 31,455 | 5,796 | 0.11% | 0.09% | 217 | -349 | -1.1% | Q1 2026 | Apr 22, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 31,279 | 5,764 | 1.81% | 1.73% | 218 | -151 | -0.48% | Q1 2026 | Apr 16, 2026 |
| UMB Bank, n.a. | History | Reduced | 31,128 | 5,736 | 0.08% | 0.08% | 219 | -3,430 | -9.93% | Q1 2026 | May 11, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Reduced | 31,057 | 5,723 | 3.26% | 3.17% | 220 | -839 | -2.63% | Q1 2026 | Apr 09, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 31,025 | 5,717 | 0.62% | 0.69% | 221 | -5,826 | -15.81% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 30,510 | 5,633 | 0.05% | 0.06% | 222 | +527 | 1.76% | Q1 2026 | Apr 07, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 30,384 | 5,599 | 0.16% | 0.14% | 223 | -527 | -1.7% | Q1 2026 | Apr 28, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 30,364 | 5,595 | 0.04% | 0.03% | 224 | +13,837 | 83.72% | Q1 2026 | May 15, 2026 |
| TAGStone Capital, Inc. | History | Added to | 30,101 | 5,547 | 1.96% | 1.98% | 225 | +74 | 0.25% | Q1 2026 | May 11, 2026 |
| King Wealth Management Group | History | Reduced | 29,809 | 5,493 | 0.69% | 0.65% | 226 | -580 | -1.91% | Q1 2026 | May 04, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 29,665 | 5,466 | 0.95% | 0.93% | 227 | -308 | -1.03% | Q1 2026 | Apr 23, 2026 |
| Glenview Trust Co | History | Reduced | 29,454 | 5,427 | 0.09% | 0.1% | 228 | -8,505 | -22.41% | Q1 2026 | May 08, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 29,431 | 5,423 | 0.02% | 0.08% | 229 | -72,123 | -71.02% | Q1 2026 | May 15, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 29,233 | 5,387 | 0.78% | 0.75% | 230 | -662 | -2.21% | Q1 2026 | Apr 21, 2026 |
| Midwest Financial Group LLC | History | Added to | 28,848 | 5,316 | 2.27% | 2.25% | 231 | +115 | 0.4% | Q1 2026 | Apr 22, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 28,726 | 5,293 | 0.37% | 0.34% | 232 | +71 | 0.25% | Q1 2026 | May 05, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 28,630 | 5,275 | 1.68% | 1.59% | 233 | -18 | -0.06% | Q1 2026 | Apr 27, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 28,549 | 5,261 | 0.08% | 0.07% | 234 | +537 | 1.92% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 28,512 | 5,254 | 0.0% | 0.0% | 235 | +164 | 0.58% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 28,449 | 5,242 | 0.11% | 0.1% | 236 | +1,534 | 5.7% | Q1 2026 | May 01, 2026 |
| Bank of New York Mellon Corp | History | Added to | 28,262 | 5,208 | 0.0% | 0.0% | 237 | +1,211 | 4.48% | Q1 2026 | May 05, 2026 |
| SOL Capital Management CO | History | No change | 29,163 | 5,173 | 0.46% | 0.46% | 238 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 27,880 | 5,137 | 0.19% | 0.2% | 239 | -2,888 | -9.39% | Q1 2026 | May 07, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 27,867 | 5,135 | 1.16% | 1.09% | 240 | +1,049 | 3.91% | Q1 2026 | Apr 02, 2026 |
| Strategic Advisors LLC | History | Added to | 27,772 | 5,117 | 0.85% | 0.62% | 241 | +5,429 | 24.3% | Q1 2026 | May 14, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 27,654 | 5,096 | 3.33% | 3.39% | 242 | -607 | -2.15% | Q1 2026 | May 08, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 27,494 | 5,067 | 0.19% | 0.45% | 243 | +11,704 | 74.12% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 27,220 | 5,016 | 0.1% | 0.1% | 244 | -566 | -2.04% | Q1 2026 | Apr 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 26,393 | 4,863 | 0.09% | 0.09% | 245 | +1,284 | 5.11% | Q1 2026 | May 11, 2026 |
| Keystone Financial Services, LLC | History | Added to | 26,385 | 4,862 | 3.27% | 3.16% | 246 | +224 | 0.86% | Q1 2026 | Apr 21, 2026 |
| CHOREO, LLC | History | Added to | 26,185 | 4,825 | 0.06% | 0.06% | 247 | +2,039 | 8.44% | Q1 2026 | May 12, 2026 |
| Goepper Burkhardt LLC | History | Reduced | 26,051 | 4,800 | 1.6% | 1.73% | 248 | -3,882 | -12.97% | Q1 2026 | May 13, 2026 |
| Hegarty Advisors, LLC | History | Added to | 25,561 | 4,710 | 3.71% | 2.49% | 249 | +9,372 | 57.89% | Q1 2026 | Apr 30, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 25,525 | 4,703 | 0.07% | 0.08% | 250 | -2,283 | -8.21% | Q1 2026 | Apr 10, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 25,410 | 4,681 | 3.14% | 3.4% | 251 | -2,189 | -7.93% | Q1 2026 | Apr 14, 2026 |
| SilverOak Wealth Management LLC | History | Reduced | 25,127 | 4,630 | 0.73% | 0.75% | 252 | -2,029 | -7.47% | Q1 2026 | Apr 29, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 24,899 | 4,588 | 1.8% | 1.87% | 253 | -927 | -3.59% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 24,837 | 4,576 | 0.06% | 0.06% | 254 | +850 | 3.54% | Q1 2026 | May 15, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 24,508 | 4,516 | 2.71% | 2.7% | 255 | +329 | 1.36% | Q1 2026 | Apr 27, 2026 |
| LPWM LLC | History | Reduced | 24,434 | 4,502 | 1.14% | 1.12% | 256 | -532 | -2.13% | Q1 2026 | Apr 08, 2026 |
| CX Institutional | History | Reduced | 24,403 | 4,497 | 0.14% | 0.25% | 257 | -23,464 | -49.02% | Q1 2026 | Apr 06, 2026 |
| Causey Wealth LLC | History | Reduced | 24,295 | 4,477 | 1.9% | 2.57% | 258 | -5,346 | -18.04% | Q1 2026 | May 12, 2026 |
| BRIGHTON JONES LLC | History | New | 24,078 | 4,437 | 0.1% | — | 259 | +24,078 | New | Q1 2026 | Aug 06, 2026 |
| Sigma Planning Corp | History | Added to | 23,882 | 4,401 | 0.12% | 0.09% | 260 | +5,069 | 26.94% | Q1 2026 | May 04, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 23,837 | 4,392 | 0.47% | 0.45% | 261 | -30 | -0.13% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 23,637 | 4,361 | 0.01% | 0.03% | 262 | -183 | -0.77% | Q1 2026 | May 12, 2026 |
| NovaPoint Capital, LLC | History | Reduced | 23,490 | 4,328 | 1.09% | 1.08% | 263 | -179 | -0.76% | Q1 2026 | May 06, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 23,440 | 4,319 | 0.0% | 0.0% | 264 | -55 | -0.23% | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 23,362 | 4,305 | 1.18% | 1.18% | 265 | +397 | 1.73% | Q1 2026 | May 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 23,318 | 4,297 | 0.42% | 0.37% | 266 | +26 | 0.11% | Q1 2026 | May 01, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 23,154 | 4,266 | 0.13% | — | 267 | +23,154 | New | Q1 2026 | Apr 16, 2026 |
| CENTRAL TRUST Co | History | Added to | 23,149 | 4,265 | 0.08% | 0.08% | 268 | +14 | 0.06% | Q1 2026 | Apr 17, 2026 |
| JNBA Financial Advisors | History | Reduced | 23,002 | 4,238 | 0.35% | 0.38% | 269 | -1,630 | -6.62% | Q1 2026 | Apr 22, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 22,825 | 4,206 | 0.08% | 0.08% | 270 | -272 | -1.18% | Q1 2026 | May 14, 2026 |
| Tacita Capital Inc | History | Reduced | 22,793 | 4,200 | 2.49% | 2.45% | 271 | -1,058 | -4.44% | Q1 2026 | May 07, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 23,669 | 4,198 | 1.11% | 1.11% | 272 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Stillwater Capital Advisors, LLC | History | Added to | 22,545 | 4,154 | 0.47% | 0.41% | 273 | +975 | 4.52% | Q1 2026 | Apr 10, 2026 |
| Fee-Only Financial Planning, L.C. | History | Added to | 22,527 | 4,151 | 2.51% | 2.33% | 274 | +9 | 0.04% | Q1 2026 | Apr 28, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 22,310 | 4,111 | 0.28% | 0.2% | 275 | +5,111 | 29.72% | Q1 2026 | May 21, 2026 |
| Savant Capital, LLC | History | Reduced | 22,199 | 4,090 | 0.02% | 0.02% | 276 | -691 | -3.02% | Q1 2026 | May 04, 2026 |
| Stokes Family Office, LLC | History | Added to | 22,183 | 4,087 | 0.42% | 0.35% | 277 | +560 | 2.59% | Q1 2026 | May 11, 2026 |
| Veridan Wealth LLC | History | Added to | 22,094 | 4,071 | 1.51% | 1.3% | 278 | +335 | 1.54% | Q1 2026 | May 15, 2026 |
| ALLSTREET CAPITAL ADVISORS LLC | History | Reduced | 22,045 | 4,062 | 3.0% | 2.9% | 279 | -573 | -2.53% | Q1 2026 | Jul 16, 2026 |
| MSH Capital Advisors LLC | History | Added to | 21,993 | 4,052 | 0.86% | 0.77% | 280 | +1,612 | 7.91% | Q1 2026 | May 08, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Added to | 21,945 | 4,043 | 2.48% | 1.4% | 281 | +10,121 | 85.6% | Q1 2026 | May 04, 2026 |
| Qube Research & Technologies Ltd | History | New | 21,901 | 4,035 | 0.0% | — | 282 | +21,901 | New | Q1 2026 | May 15, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 21,791 | 4,015 | 1.19% | 1.11% | 283 | +1,047 | 5.05% | Q1 2026 | May 06, 2026 |
| Petix & Botte Co | History | Reduced | 21,749 | 4,007 | 0.89% | 0.9% | 284 | -522 | -2.34% | Q1 2026 | Apr 30, 2026 |
| Ascent Group, LLC | History | Reduced | 21,615 | 3,983 | 0.14% | 0.13% | 285 | -552 | -2.49% | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | Added to | 21,454 | 3,953 | 0.17% | 0.16% | 286 | +903 | 4.39% | Q1 2026 | May 13, 2026 |
| KINTRA WEALTH, LLC | History | New | 21,282 | 3,921 | 0.28% | — | 287 | +21,282 | New | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 21,256 | 3,917 | 0.04% | 0.02% | 288 | +10,915 | 105.55% | Q1 2026 | May 14, 2026 |
| Gilman Hill Asset Management, LLC | History | Reduced | 21,233 | 3,912 | 0.59% | 0.62% | 289 | -925 | -4.17% | Q1 2026 | Apr 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 21,203 | 3,907 | 0.04% | 0.05% | 290 | +347 | 1.66% | Q1 2026 | May 13, 2026 |
| KPP Advisory Services LLC | History | Reduced | 21,194 | 3,905 | 0.57% | 1.0% | 291 | -17,494 | -45.22% | Q1 2026 | Apr 24, 2026 |
| RoundAngle Advisors LLC | History | Added to | 21,162 | 3,899 | 2.91% | 2.69% | 292 | +318 | 1.53% | Q1 2026 | Apr 08, 2026 |
| Q3 Asset Management | History | New | 20,909 | 3,853 | 0.93% | — | 293 | +20,909 | New | Q1 2026 | Apr 28, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 20,721 | 3,818 | 1.01% | 0.97% | 294 | -541 | -2.54% | Q1 2026 | Apr 22, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | No change | 20,690 | 3,812 | 1.49% | 1.42% | 295 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Reduced | 20,400 | 3,759 | 2.49% | 2.44% | 296 | -32 | -0.16% | Q1 2026 | May 04, 2026 |
| CULBERTSON A N & CO INC | History | Added to | 20,182 | 3,719 | 0.48% | 0.45% | 297 | +1,766 | 9.59% | Q1 2026 | May 12, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 20,130 | 3,709 | 0.95% | 0.8% | 298 | +3,359 | 20.03% | Q1 2026 | Apr 29, 2026 |
| Prism Advisors, Inc. | History | Reduced | 19,918 | 3,670 | 0.98% | 0.94% | 299 | -20 | -0.1% | Q1 2026 | Apr 23, 2026 |
| Gateway Wealth Partners, LLC | History | New | 19,896 | 3,666 | 0.14% | — | 300 | +19,896 | New | Q1 2026 | May 15, 2026 |
| TFB Advisors LLC | History | Reduced | 19,469 | 3,587 | 1.88% | 1.56% | 301 | -12,050 | -38.23% | Q1 2026 | Apr 20, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 19,121 | 3,523 | 0.03% | 0.03% | 302 | +740 | 4.03% | Q1 2026 | May 08, 2026 |
| Baring Financial LLC | History | Added to | 18,961 | 3,494 | 2.14% | 2.04% | 303 | +59 | 0.31% | Q1 2026 | Apr 06, 2026 |
| Cooke Wealth Management, LLC | History | Added to | 18,868 | 3,476 | 3.08% | 2.97% | 304 | +461 | 2.5% | Q1 2026 | Apr 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 18,848 | 3,473 | 0.02% | 0.02% | 305 | +1,898 | 11.2% | Q1 2026 | May 08, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 18,818 | 3,467 | 0.48% | 0.46% | 306 | +293 | 1.58% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 18,790 | 3,463 | 0.11% | 0.09% | 308 | +2,454 | 15.02% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 18,796 | 3,463 | 0.13% | 0.11% | 307 | +1,062 | 5.99% | Q1 2026 | May 11, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 18,768 | 3,458 | 0.79% | 0.73% | 309 | +435 | 2.37% | Q1 2026 | Apr 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 18,616 | 3,430 | 0.44% | 0.45% | 310 | +366 | 2.01% | Q1 2026 | Apr 15, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 18,533 | 3,415 | 0.18% | 0.46% | 311 | -33,291 | -64.24% | Q1 2026 | Apr 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 19,132 | 3,393 | 0.06% | 0.06% | 312 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 18,000 | 3,317 | 0.24% | 0.23% | 313 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Vise Technologies, Inc. | History | No change | 18,563 | 3,292 | 0.06% | 0.06% | 314 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| AIMZ Investment Advisors, LLC | History | Reduced | 17,837 | 3,286 | 1.02% | 0.94% | 315 | -694 | -3.75% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Advisors LLC | History | Added to | 17,811 | 3,282 | 2.63% | 2.7% | 316 | +14 | 0.08% | Q1 2026 | May 01, 2026 |
| Ellevest, Inc. | History | Added to | 17,744 | 3,269 | 0.45% | 0.43% | 317 | +382 | 2.2% | Q1 2026 | May 11, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 17,665 | 3,255 | 1.58% | 1.6% | 318 | -406 | -2.25% | Q1 2026 | May 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 17,067 | 3,245 | 0.18% | 0.18% | 319 | -403 | -2.31% | Q1 2026 | Apr 17, 2026 |
| Monetary Solutions, Ltd | History | Added to | 17,513 | 3,227 | 3.12% | 3.05% | 320 | +70 | 0.4% | Q1 2026 | May 01, 2026 |
| Wedmont Private Capital | History | Reduced | 16,783 | 3,181 | 0.1% | 0.11% | 321 | -747 | -4.26% | Q1 2026 | Apr 09, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 17,157 | 3,161 | 0.33% | 0.31% | 322 | -265 | -1.52% | Q1 2026 | May 12, 2026 |
| Envision Financial LLC | History | Reduced | 17,147 | 3,159 | 1.7% | 1.91% | 323 | -3,235 | -15.87% | Q1 2026 | Apr 16, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 17,116 | 3,154 | 0.13% | 0.11% | 324 | -73 | -0.42% | Q1 2026 | May 14, 2026 |
| BLUELINE ADVISORS LLC | History | Added to | 16,903 | 3,114 | 2.41% | 0.02% | 325 | +16,740 | 10269.94% | Q1 2026 | Apr 07, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 16,811 | 3,097 | 0.43% | 0.78% | 326 | +551 | 3.39% | Q1 2026 | May 12, 2026 |
| Composition Wealth, LLC | History | Added to | 16,765 | 3,089 | 0.04% | 0.04% | 327 | +95 | 0.57% | Q1 2026 | Apr 08, 2026 |
| WealthShield Partners, LLC | History | Reduced | 16,770 | 3,087 | 0.34% | 0.33% | 328 | -227 | -1.34% | Q1 2026 | May 01, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 16,374 | 3,017 | 0.17% | 0.13% | 329 | +2,421 | 17.35% | Q1 2026 | May 01, 2026 |
| Avant Capital LLC | History | Reduced | 16,298 | 3,003 | 2.11% | 2.09% | 330 | -901 | -5.24% | Q1 2026 | May 12, 2026 |
| Northern Lights Advisors, Inc. | History | Reduced | 16,200 | 2,985 | 2.02% | 1.98% | 331 | -70 | -0.43% | Q1 2026 | Apr 21, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 16,051 | 2,957 | 0.32% | 0.29% | 332 | +24 | 0.15% | Q1 2026 | Apr 21, 2026 |
| rebel Financial LLC | History | Reduced | 16,027 | 2,953 | 1.28% | 1.26% | 334 | -584 | -3.52% | Q1 2026 | Apr 24, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 16,027 | 2,953 | 0.11% | 0.11% | 333 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Capital Analysts, LLC | History | Added to | 15,950 | 2,939 | 0.08% | 0.01% | 335 | +14,066 | 746.6% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 15,900 | 2,930 | 0.0% | 0.0% | 336 | +2,000 | 14.39% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 15,866 | 2,926 | 0.02% | 0.02% | 337 | +796 | 5.28% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 15,876 | 2,925 | 0.02% | 0.02% | 338 | -1,136 | -6.68% | Q1 2026 | May 11, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 15,730 | 2,898 | 0.04% | 0.03% | 339 | +2,035 | 14.86% | Q1 2026 | May 12, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 15,702 | 2,893 | 0.23% | 0.21% | 340 | -8 | -0.05% | Q1 2026 | Apr 06, 2026 |
| Lionshead Wealth Management, LLC | History | Added to | 15,597 | 2,874 | 2.12% | 2.07% | 341 | +72 | 0.46% | Q1 2026 | May 11, 2026 |
| Focus Financial Network, Inc. | History | Added to | 15,583 | 2,871 | 0.1% | 0.07% | 342 | +5,018 | 47.5% | Q1 2026 | Apr 14, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 15,558 | 2,867 | 0.32% | 0.32% | 343 | -528 | -3.28% | Q1 2026 | May 05, 2026 |
| BANK OF HAWAII | History | Reduced | 15,483 | 2,853 | 0.15% | 0.14% | 344 | -601 | -3.74% | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | Added to | 15,393 | 2,842 | 0.14% | 0.11% | 345 | +2,574 | 20.08% | Q1 2026 | Apr 27, 2026 |
| Brookstone Capital Management | History | Reduced | 15,357 | 2,830 | 0.03% | 0.03% | 346 | -464 | -2.93% | Q1 2026 | Apr 16, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 15,037 | 2,771 | 1.86% | 1.85% | 347 | -313 | -2.04% | Q1 2026 | Apr 29, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 14,771 | 2,722 | 0.1% | 0.03% | 348 | +9,808 | 197.62% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 14,454 | 2,663 | 0.04% | 0.05% | 349 | +1,187 | 8.95% | Q1 2026 | May 18, 2026 |
| Wealth Preservation Advisors, LLC | History | Added to | 14,424 | 2,658 | 2.21% | 1.25% | 350 | +468 | 3.35% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Added to | 14,159 | 2,609 | 0.03% | 0.02% | 351 | +2,406 | 20.47% | Q1 2026 | May 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 14,008 | 2,579 | 0.09% | 0.07% | 352 | +2,321 | 19.86% | Q1 2026 | May 06, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 13,999 | 2,579 | 0.29% | 0.29% | 353 | -146 | -1.03% | Q1 2026 | May 01, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 13,977 | 2,575 | 0.12% | 0.11% | 354 | +784 | 5.94% | Q1 2026 | Apr 28, 2026 |
| VANGUARD GROUP INC | History | No change | 14,516 | 2,574 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 13,924 | 2,565 | 0.17% | 0.17% | 356 | -777 | -5.29% | Q1 2026 | May 06, 2026 |
| Cooksen Wealth, LLC | History | Reduced | 13,883 | 2,558 | 1.86% | 1.94% | 357 | -1,056 | -7.07% | Q1 2026 | Apr 30, 2026 |
| CITIGROUP INC | History | Reduced | 13,854 | 2,553 | 0.0% | 0.0% | 358 | -718 | -4.93% | Q1 2026 | May 11, 2026 |
| GENERAL AMERICAN INVESTORS CO INC | History | No change | 13,700 | 2,524 | 0.17% | 0.14% | 359 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| AMG National Trust Bank | History | Added to | 13,675 | 2,520 | 0.05% | 0.05% | 360 | +1,847 | 15.62% | Q1 2026 | May 04, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 13,476 | 2,483 | 0.11% | 0.11% | 361 | -497 | -3.56% | Q1 2026 | May 05, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 13,260 | 2,443 | 0.51% | 0.42% | 362 | +2,797 | 26.73% | Q1 2026 | May 12, 2026 |
| Gotham Asset Management, LLC | History | Added to | 13,235 | 2,438 | 0.01% | 0.0% | 363 | +7,781 | 142.67% | Q1 2026 | May 15, 2026 |
| Talon Private Wealth, LLC | History | New | 13,183 | 2,429 | 0.32% | — | 364 | +13,183 | New | Q1 2026 | May 15, 2026 |
| Empirical Finance, LLC | History | New | 13,181 | 2,428 | 0.11% | — | 365 | +13,181 | New | Q1 2026 | May 14, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 13,039 | 2,402 | 0.12% | 0.14% | 366 | -2,624 | -16.75% | Q1 2026 | May 04, 2026 |
| Elite Financial, Inc. | History | Added to | 12,816 | 2,361 | 1.06% | 0.98% | 367 | +700 | 5.78% | Q1 2026 | May 12, 2026 |
| RMR Capital Management, LLC | History | Added to | 12,798 | 2,358 | 1.7% | 1.46% | 368 | +1,365 | 11.94% | Q1 2026 | May 20, 2026 |
| Grove Bank & Trust | History | Reduced | 12,675 | 2,335 | 0.26% | 0.32% | 369 | -3,597 | -22.11% | Q1 2026 | Apr 08, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 12,415 | 2,287 | 0.92% | 0.99% | 370 | -1,185 | -8.71% | Q1 2026 | Apr 23, 2026 |
| Wealthfront Advisers LLC | History | Added to | 12,342 | 2,274 | 0.0% | 0.0% | 371 | +1,109 | 9.87% | Q1 2026 | May 05, 2026 |
| Prospera Financial Services Inc | History | Added to | 12,316 | 2,272 | 0.04% | 0.03% | 372 | +1,577 | 14.68% | Q1 2026 | Apr 14, 2026 |
| Net Worth Advisory Group | History | Added to | 12,315 | 2,269 | 0.47% | 0.42% | 373 | +728 | 6.28% | Q1 2026 | May 05, 2026 |
| Fortitude Family Office, LLC | History | No change | 12,300 | 2,266 | 0.51% | 0.51% | 374 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 12,257 | 2,258 | 0.0% | 0.0% | 375 | +10,206 | 497.61% | Q1 2026 | May 13, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 12,167 | 2,242 | 0.22% | 0.24% | 376 | -1,420 | -10.45% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 12,160 | 2,240 | 0.0% | 0.0% | 377 | +6,880 | 130.3% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 12,132 | 2,235 | 0.05% | 0.05% | 378 | -3,036 | -20.02% | Q1 2026 | Apr 15, 2026 |
| Michels Family Financial, LLC | History | Added to | 12,132 | 2,235 | 1.61% | 1.56% | 379 | +128 | 1.07% | Q1 2026 | Apr 24, 2026 |
| Paragon Capital Management Ltd | History | Added to | 12,002 | 2,211 | 0.46% | 0.42% | 380 | +61 | 0.51% | Q1 2026 | Apr 15, 2026 |
| Financial Management Professionals, Inc. | History | New | 11,994 | 2,210 | 0.25% | — | 381 | +11,994 | New | Q1 2026 | Apr 15, 2026 |
| Granite FO LLC | History | Reduced | 11,985 | 2,208 | 1.31% | 1.18% | 382 | -475 | -3.81% | Q1 2026 | May 12, 2026 |
| Silver Lake Advisory, LLC | History | New | 11,924 | 2,197 | 0.87% | — | 384 | +11,924 | New | Q1 2026 | Apr 27, 2026 |
| Pathway Financial Advisors LLC | History | No change | 11,864 | 2,197 | 0.27% | 0.27% | 383 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 11,880 | 2,189 | 0.15% | 0.15% | 385 | -497 | -4.02% | Q1 2026 | May 06, 2026 |
| Veratis Advisors, Inc. | History | No change | 11,387 | 2,184 | 1.73% | 1.73% | 386 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Marin Bay Wealth Advisors, LLC | History | Reduced | 11,812 | 2,176 | 1.31% | 1.22% | 387 | -175 | -1.46% | Q1 2026 | May 11, 2026 |
| HOWE & RUSLING INC | History | Added to | 11,686 | 2,153 | 0.14% | 0.12% | 388 | +1,747 | 17.58% | Q1 2026 | Apr 28, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 11,514 | 2,121 | 0.06% | 0.05% | 389 | -1,147 | -9.06% | Q1 2026 | Apr 21, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 11,434 | 2,107 | 0.09% | 0.09% | 390 | +67 | 0.59% | Q1 2026 | May 12, 2026 |
| WAYSTONE ADVISORS LLC | History | Reduced | 11,389 | 2,098 | 1.88% | 1.83% | 391 | -638 | -5.3% | Q1 2026 | Apr 16, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 11,310 | 2,084 | 0.13% | 0.11% | 392 | -1,233 | -9.83% | Q1 2026 | Apr 28, 2026 |
| Simmons Bank | History | Reduced | 11,211 | 2,065 | 0.14% | 0.14% | 393 | -420 | -3.61% | Q1 2026 | Apr 23, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 11,181 | 2,060 | 0.12% | 0.15% | 394 | -2,625 | -19.01% | Q1 2026 | Apr 23, 2026 |
| Jacobs Equity LLC | History | Added to | 10,612 | 2,057 | 1.84% | 1.75% | 395 | +386 | 3.77% | Q1 2026 | May 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 11,112 | 2,047 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 11,097 | 2,044 | 0.3% | 0.29% | 397 | +524 | 4.96% | Q1 2026 | Apr 24, 2026 |
| Centennial Advisors, LLC | History | Added to | 10,979 | 2,023 | 2.57% | 2.23% | 398 | +1,282 | 13.22% | Q1 2026 | Apr 21, 2026 |
| Ballentine Partners, LLC | History | Added to | 10,950 | 2,017 | 0.03% | 0.03% | 399 | +94 | 0.87% | Q1 2026 | May 14, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 10,801 | 1,990 | 0.46% | 0.43% | 400 | +105 | 0.98% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 10,697 | 1,971 | 0.04% | 0.04% | 401 | +1,304 | 13.88% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 10,669 | 1,966 | 0.01% | 0.01% | 402 | +1,970 | 22.65% | Q1 2026 | May 05, 2026 |
| Zhang Financial LLC | History | Reduced | 10,640 | 1,960 | 0.07% | 0.08% | 403 | -1,569 | -12.85% | Q1 2026 | May 06, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 10,622 | 1,957 | 0.0% | 0.0% | 404 | +63 | 0.6% | Q1 2026 | May 14, 2026 |
| MTM FINANCIAL GROUP, LLC | History | Reduced | 10,542 | 1,942 | 0.91% | 0.92% | 405 | -315 | -2.9% | Q1 2026 | Jun 23, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 10,500 | 1,934 | 0.15% | 0.14% | 406 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | Reduced | 10,625 | 1,928 | 1.69% | 1.75% | 407 | -5 | -0.05% | Q1 2026 | May 07, 2026 |
| Argent Trust Co | History | Added to | 10,455 | 1,926 | 0.07% | 0.06% | 408 | +580 | 5.87% | Q1 2026 | May 13, 2026 |
| VANGUARD ADVISERS INC | History | New | 10,416 | 1,919 | 0.01% | — | 409 | +10,416 | New | Q1 2026 | May 08, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Reduced | 10,170 | 1,874 | 0.08% | 0.08% | 410 | -115 | -1.12% | Q1 2026 | Apr 29, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 10,161 | 1,872 | 0.02% | 0.03% | 411 | -1,351 | -11.74% | Q1 2026 | May 11, 2026 |
| Center For Asset Management LLC | History | Reduced | 10,091 | 1,859 | 0.92% | 1.0% | 412 | -710 | -6.57% | Q1 2026 | Apr 16, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 10,066 | 1,855 | 0.06% | 0.06% | 413 | +228 | 2.32% | Q1 2026 | Apr 22, 2026 |
| Savvy Advisors, Inc. | History | Added to | 10,039 | 1,849 | 0.05% | 0.04% | 414 | +3,490 | 53.29% | Q1 2026 | May 11, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 10,027 | 1,847 | 0.04% | 0.03% | 415 | -1 | -0.01% | Q1 2026 | May 12, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 9,942 | 1,832 | 0.13% | 0.11% | 416 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 9,869 | 1,818 | 0.22% | 0.23% | 417 | -420 | -4.08% | Q1 2026 | Apr 27, 2026 |
| Buttonwood Financial Advisors Inc. | History | Added to | 9,817 | 1,809 | 0.61% | 0.49% | 418 | +1,541 | 18.62% | Q1 2026 | Apr 21, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 9,785 | 1,803 | 0.34% | 0.27% | 419 | -91 | -0.92% | Q1 2026 | May 11, 2026 |
| Well Done, LLC | History | Added to | 9,769 | 1,800 | 0.26% | 0.26% | 420 | +64 | 0.66% | Q1 2026 | Apr 14, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 9,387 | 1,799 | 0.04% | 0.04% | 421 | +259 | 2.84% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 9,667 | 1,781 | 0.02% | 0.06% | 422 | -14,222 | -59.53% | Q1 2026 | Apr 23, 2026 |
| BKM Wealth Management, LLC | History | Added to | 9,627 | 1,774 | 0.65% | 0.59% | 423 | +527 | 5.79% | Q1 2026 | Apr 22, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 9,566 | 1,762 | 0.14% | 0.14% | 424 | +44 | 0.46% | Q1 2026 | May 15, 2026 |
| Indivisible Partners | History | Added to | 9,552 | 1,760 | 0.16% | 0.18% | 425 | +48 | 0.51% | Q1 2026 | Apr 30, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 9,910 | 1,757 | 0.2% | 0.2% | 426 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 9,508 | 1,752 | 0.09% | 0.09% | 427 | -722 | -7.06% | Q1 2026 | Apr 23, 2026 |
| Total Wealth Planning, LLC | History | No change | 9,877 | 1,751 | 3.75% | 3.75% | 428 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 9,326 | 1,718 | 0.45% | 0.09% | 429 | +7,448 | 396.59% | Q1 2026 | May 11, 2026 |
| Ironsides Asset Advisors, LLC | History | Added to | 9,275 | 1,709 | 0.43% | 0.42% | 430 | +1 | 0.01% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 9,190 | 1,693 | 0.06% | 0.06% | 431 | -641 | -6.52% | Q1 2026 | Aug 10, 2026 |
| Wolff Financial Management LLC | History | Reduced | 9,128 | 1,682 | 0.37% | 0.36% | 432 | -19 | -0.21% | Q1 2026 | Apr 15, 2026 |
| Ironwood Financial, llc | History | Added to | 9,123 | 1,681 | 0.29% | 0.27% | 433 | +312 | 3.54% | Q1 2026 | Apr 16, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 9,106 | 1,678 | 0.06% | 0.05% | 434 | +381 | 4.37% | Q1 2026 | May 14, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 9,056 | 1,668 | 0.13% | 0.13% | 435 | +152 | 1.71% | Q1 2026 | May 07, 2026 |
| Mainstream Capital Management LLC | History | Reduced | 9,041 | 1,666 | 1.12% | 1.06% | 436 | -78 | -0.86% | Q1 2026 | Apr 17, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 8,972 | 1,653 | 0.01% | 0.01% | 437 | -6,498 | -42.0% | Q1 2026 | May 14, 2026 |
| Gibraltar Capital Management, Inc. | History | Reduced | 8,969 | 1,652 | 0.28% | 0.27% | 438 | -30 | -0.33% | Q1 2026 | Apr 13, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 8,936 | 1,646 | 0.25% | 0.25% | 439 | +5 | 0.06% | Q1 2026 | Apr 22, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 8,931 | 1,645 | 0.04% | 0.04% | 440 | +81 | 0.92% | Q1 2026 | May 14, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 8,865 | 1,633 | 0.79% | 0.76% | 441 | -20 | -0.23% | Q1 2026 | May 07, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 8,756 | 1,613 | 0.1% | 0.1% | 442 | -389 | -4.25% | Q1 2026 | Apr 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 8,727 | 1,608 | 0.07% | 0.08% | 443 | +608 | 7.49% | Q1 2026 | Apr 15, 2026 |
| Csenge Advisory Group | History | Added to | 8,674 | 1,598 | 0.07% | 0.07% | 444 | +6 | 0.07% | Q1 2026 | Apr 30, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 8,670 | 1,597 | 0.02% | 0.02% | 445 | -507 | -5.52% | Q1 2026 | Apr 28, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 8,668 | 1,597 | 0.12% | 0.12% | 446 | +127 | 1.49% | Q1 2026 | Apr 22, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 8,628 | 1,589 | 1.17% | 1.14% | 447 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Genesis Financial Group, LLC | History | Added to | 8,600 | 1,584 | 1.0% | 0.86% | 448 | +216 | 2.58% | Q1 2026 | May 18, 2026 |
| ARWA LLC | History | Reduced | 8,294 | 1,577 | 0.78% | 0.87% | 449 | -135 | -1.6% | Q1 2026 | Apr 13, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 7,835 | 1,572 | 0.85% | 0.62% | 450 | +1,115 | 16.59% | Q1 2026 | May 14, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 8,502 | 1,566 | 1.0% | 4.16% | 451 | -25,933 | -75.31% | Q1 2026 | Apr 23, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 8,482 | 1,563 | 0.28% | 0.27% | 452 | +180 | 2.17% | Q1 2026 | Apr 29, 2026 |
| WHITTIER TRUST CO | History | Reduced | 8,313 | 1,546 | 0.02% | 0.02% | 453 | -3,901 | -31.94% | Q1 2026 | Apr 28, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 8,331 | 1,535 | 0.99% | 0.97% | 454 | -98 | -1.16% | Q1 2026 | May 08, 2026 |
| Nikulski Financial, Inc. | History | Added to | 8,308 | 1,530 | 0.38% | 0.31% | 455 | +1,104 | 15.32% | Q1 2026 | May 14, 2026 |
| NWAM LLC | History | Reduced | 8,296 | 1,528 | 0.09% | 0.09% | 456 | -59 | -0.71% | Q1 2026 | May 04, 2026 |
| BlackRock, Inc. | History | Added to | 8,277 | 1,525 | 0.0% | 0.0% | 457 | +5,340 | 181.82% | Q1 2026 | May 13, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 8,251 | 1,520 | 1.05% | 0.94% | 459 | -11 | -0.13% | Q1 2026 | May 07, 2026 |
| FineMark National Bank & Trust | History | No change | 8,575 | 1,520 | 0.05% | 0.05% | 458 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TRUST CO OF VERMONT | History | No change | 8,518 | 1,510 | 0.06% | 0.06% | 460 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 8,169 | 1,505 | 0.02% | 0.02% | 461 | -1,977 | -19.49% | Q1 2026 | Apr 13, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 8,143 | 1,500 | 0.44% | 0.43% | 462 | +129 | 1.61% | Q1 2026 | Apr 16, 2026 |
| Choate Investment Advisors | History | Reduced | 8,087 | 1,490 | 0.03% | 0.03% | 463 | -700 | -7.97% | Q1 2026 | May 13, 2026 |
| Brooklyn Investment Group | History | Added to | 8,062 | 1,485 | 0.05% | 0.05% | 465 | +2,106 | 35.36% | Q1 2026 | Apr 29, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 8,060 | 1,485 | 0.01% | 0.01% | 464 | +44 | 0.55% | Q1 2026 | May 01, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 8,035 | 1,480 | 0.16% | 0.21% | 466 | -2,529 | -23.94% | Q1 2026 | May 11, 2026 |
| Three Arch Wealth Management LLC | History | No change | 8,031 | 1,479 | 0.27% | 0.27% | 467 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Bristlecone Value Partners, LLC | History | New | 8,019 | 1,477 | 1.3% | — | 468 | +8,019 | New | Q1 2026 | May 08, 2026 |
| First National Bank of Mount Dora, Trust Investment Services | History | No change | 7,974 | 1,469 | 0.32% | 0.31% | 469 | 0 | 0.0% | Q1 2026 | Jun 08, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 7,706 | 1,468 | 0.2% | 0.29% | 470 | -787 | -9.27% | Q1 2026 | May 11, 2026 |
| East Coast Asset Management, LLC. | History | Added to | 7,902 | 1,456 | 0.48% | 0.41% | 471 | +2 | 0.03% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 7,859 | 1,448 | 0.07% | 0.07% | 472 | -72 | -0.91% | Q1 2026 | Apr 17, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 7,832 | 1,443 | 0.06% | 0.06% | 473 | +21 | 0.27% | Q1 2026 | Apr 09, 2026 |
| One Capital Management, LLC | History | Added to | 7,810 | 1,439 | 0.04% | 0.02% | 475 | +3,491 | 80.83% | Q1 2026 | May 12, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 7,809 | 1,439 | 0.18% | 0.17% | 474 | +83 | 1.07% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 7,800 | 1,437 | 0.0% | 0.0% | 476 | -22,768 | -74.48% | Q1 2026 | May 15, 2026 |
| Junk Investment Group, LLC | History | New | 7,769 | 1,431 | 0.75% | — | 477 | +7,769 | New | Q1 2026 | May 08, 2026 |
| Empowered Funds, LLC | History | New | 7,719 | 1,422 | 0.01% | — | 478 | +7,719 | New | Q1 2026 | Jun 15, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 7,694 | 1,417 | 0.18% | 0.17% | 479 | -358 | -4.45% | Q1 2026 | Apr 10, 2026 |
| Sowell Financial Services LLC | History | Added to | 7,601 | 1,400 | 0.05% | 0.04% | 480 | +1,030 | 15.67% | Q1 2026 | Apr 20, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 7,478 | 1,377 | 0.12% | 0.13% | 483 | -1,064 | -12.46% | Q1 2026 | May 12, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 7,477 | 1,377 | 0.06% | 0.05% | 481 | +523 | 7.52% | Q1 2026 | Apr 21, 2026 |
| Parallel Advisors, LLC | History | Added to | 7,474 | 1,377 | 0.02% | 0.02% | 482 | +228 | 3.15% | Q1 2026 | Jun 02, 2026 |
| Evergreen Wealth Management, LLC | History | Added to | 7,449 | 1,372 | 0.71% | 0.66% | 484 | +4 | 0.05% | Q1 2026 | May 01, 2026 |
| Sendero Wealth Management, LLC | History | Reduced | 7,445 | 1,371 | 0.15% | 0.18% | 485 | -1,813 | -19.58% | Q1 2026 | Apr 22, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 7,224 | 1,331 | 0.07% | 0.07% | 486 | -61 | -0.84% | Q1 2026 | Apr 24, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 7,198 | 1,326 | 0.03% | 0.01% | 487 | +5,421 | 305.06% | Q1 2026 | May 13, 2026 |
| CJM Wealth Advisers, Ltd. | History | Reduced | 7,195 | 1,325 | 0.4% | 0.4% | 489 | -433 | -5.68% | Q1 2026 | Apr 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 7,189 | 1,325 | 0.15% | 0.15% | 488 | -205 | -2.77% | Q1 2026 | Apr 16, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 7,187 | 1,324 | 0.0% | 0.0% | 490 | +734 | 11.37% | Q1 2026 | May 08, 2026 |
| Lido Advisors, LLC | History | Added to | 7,122 | 1,312 | 0.0% | 0.0% | 491 | +79 | 1.12% | Q1 2026 | May 13, 2026 |
| Kapstone Financial Advisors LLC | History | New | 7,082 | 1,305 | 0.64% | — | 492 | +7,082 | New | Q1 2026 | Apr 22, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Added to | 7,071 | 1,303 | 0.61% | 0.31% | 493 | +2,621 | 58.9% | Q1 2026 | May 13, 2026 |
| Chemistry Wealth Management LLC | History | No change | 7,068 | 1,302 | 0.23% | 0.23% | 494 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 7,019 | 1,293 | 0.09% | 0.1% | 495 | -399 | -5.38% | Q1 2026 | Jul 29, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 7,008 | 1,291 | 0.44% | 0.39% | 496 | +702 | 11.13% | Q1 2026 | Apr 08, 2026 |
| Noble Family Wealth, LLC | History | Added to | 6,995 | 1,289 | 0.27% | 0.2% | 497 | +1,716 | 32.51% | Q1 2026 | Apr 23, 2026 |
| Dentgroup LLC | History | No change | 7,221 | 1,280 | 0.88% | 0.88% | 498 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 6,922 | 1,275 | 0.65% | 0.64% | 499 | -201 | -2.82% | Q1 2026 | Apr 15, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 6,914 | 1,274 | 0.19% | 0.19% | 500 | -358 | -4.92% | Q1 2026 | Apr 21, 2026 |
| Friday Financial | History | Added to | 6,910 | 1,273 | 0.44% | 0.42% | 501 | +258 | 3.88% | Q1 2026 | Apr 16, 2026 |
| Callan Family Office, LLC | History | No change | 6,878 | 1,267 | 0.03% | 0.03% | 502 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 6,807 | 1,254 | 0.81% | 0.77% | 503 | +90 | 1.34% | Q1 2026 | Apr 24, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 6,770 | 1,247 | 0.06% | 0.06% | 504 | +56 | 0.83% | Q1 2026 | May 12, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 6,626 | 1,221 | 0.21% | 0.2% | 505 | -20 | -0.3% | Q1 2026 | May 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 6,623 | 1,220 | 0.07% | 0.1% | 506 | -3,874 | -36.91% | Q1 2026 | Apr 20, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 6,623 | 1,220 | 0.1% | 0.08% | 507 | +1,422 | 27.34% | Q1 2026 | May 01, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 6,615 | 1,219 | 0.34% | 0.33% | 508 | +376 | 6.03% | Q1 2026 | Apr 24, 2026 |
| DeLarme Wealth Management, Inc. | History | Added to | 6,614 | 1,218 | 0.78% | 0.82% | 509 | +141 | 2.18% | Q1 2026 | Apr 23, 2026 |
| Essex Financial Services, Inc. | History | Added to | 6,590 | 1,214 | 0.07% | 0.06% | 510 | +635 | 10.66% | Q1 2026 | Apr 24, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 6,515 | 1,200 | 0.33% | 0.29% | 512 | +306 | 4.93% | Q1 2026 | May 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 6,451 | 1,200 | 0.02% | 0.02% | 511 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| American Trust | History | Added to | 6,499 | 1,197 | 0.11% | 0.09% | 513 | +132 | 2.07% | Q1 2026 | May 01, 2026 |
| Entelevest, LLC | History | Added to | 6,447 | 1,188 | 1.19% | 0.98% | 514 | +954 | 17.37% | Q1 2026 | May 04, 2026 |
| Magnus Financial Group LLC | History | Added to | 6,418 | 1,182 | 0.1% | 0.08% | 515 | +249 | 4.04% | Q1 2026 | Apr 10, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 6,308 | 1,162 | 0.09% | 0.09% | 516 | -256 | -3.9% | Q1 2026 | May 28, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 6,290 | 1,159 | 0.13% | 0.12% | 517 | +22 | 0.35% | Q1 2026 | May 12, 2026 |
| Guidance Point Advisors, LLC | History | No change | 6,276 | 1,156 | 0.27% | 0.26% | 518 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Smithfield Trust Co | History | Added to | 6,258 | 1,153 | 0.05% | 0.05% | 519 | +58 | 0.94% | Q1 2026 | May 08, 2026 |
| Spectrum Investment Advisors, Inc. | History | Added to | 6,248 | 1,151 | 0.57% | 0.52% | 520 | +415 | 7.11% | Q1 2026 | Apr 14, 2026 |
| Graetz Wealth LLC | History | Added to | 6,239 | 1,149 | 1.03% | 0.33% | 521 | +4,221 | 209.17% | Q1 2026 | Apr 30, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 6,187 | 1,140 | 0.02% | 0.02% | 522 | +81 | 1.33% | Q1 2026 | Apr 20, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 6,179 | 1,138 | 0.0% | 0.01% | 523 | -4,702 | -43.21% | Q1 2026 | May 11, 2026 |
| Narus Financial Partners, LLC | History | Added to | 6,170 | 1,137 | 0.3% | 0.18% | 524 | +2,521 | 69.09% | Q1 2026 | Apr 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 6,118 | 1,127 | 0.05% | 0.04% | 525 | +1,201 | 24.43% | Q1 2026 | Apr 28, 2026 |
| Asset One Wealth Management LLC | History | Added to | 5,812 | 1,119 | 0.12% | 0.15% | 526 | +60 | 1.04% | Q1 2026 | May 12, 2026 |
| Rockingstone Advisors LLC | History | Added to | 6,060 | 1,116 | 0.51% | 0.48% | 527 | +100 | 1.68% | Q1 2026 | Apr 09, 2026 |
| OPINICUS CAPITAL, INC. | History | Reduced | 6,031 | 1,111 | 0.78% | 0.75% | 528 | -45 | -0.74% | Q1 2026 | May 05, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 5,966 | 1,099 | 0.02% | 0.02% | 529 | -182 | -2.96% | Q1 2026 | May 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 5,963 | 1,098 | 0.03% | 0.02% | 530 | +1,546 | 35.0% | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 5,958 | 1,097 | 0.02% | 0.01% | 531 | +2,211 | 59.01% | Q1 2026 | Apr 27, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 5,949 | 1,096 | 0.07% | 0.06% | 532 | +434 | 7.87% | Q1 2026 | May 14, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 5,945 | 1,095 | 0.0% | 0.0% | 533 | -47 | -0.78% | Q1 2026 | May 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 5,937 | 1,094 | 0.07% | 0.06% | 534 | -82 | -1.36% | Q1 2026 | May 12, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 5,891 | 1,085 | 0.0% | 0.0% | 535 | +15 | 0.26% | Q1 2026 | May 14, 2026 |
| CITY HOLDING CO | History | Reduced | 5,856 | 1,079 | 0.13% | 0.13% | 536 | -196 | -3.24% | Q1 2026 | Apr 15, 2026 |
| Synergy Asset Management, LLC | History | Added to | 5,841 | 1,076 | 0.11% | 0.09% | 537 | +1,070 | 22.43% | Q1 2026 | May 13, 2026 |
| St. Louis Trust Co | History | Reduced | 5,835 | 1,075 | 0.13% | 0.13% | 538 | -753 | -11.43% | Q1 2026 | May 14, 2026 |
| Financial Symmetry Inc | History | Added to | 5,470 | 1,065 | 0.38% | 0.39% | 539 | +56 | 1.03% | Q1 2026 | May 11, 2026 |
| DDFG, Inc | History | Reduced | 5,770 | 1,063 | 0.23% | 0.23% | 540 | -54 | -0.93% | Q1 2026 | Apr 22, 2026 |
| IBEX WEALTH ADVISORS | History | New | 5,729 | 1,055 | 0.1% | — | 541 | +5,729 | New | Q1 2026 | Apr 30, 2026 |
| Bishop & Co Investment Management, LLC | History | Reduced | 5,721 | 1,054 | 0.36% | 0.44% | 542 | -1,729 | -23.21% | Q1 2026 | Apr 24, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 5,702 | 1,050 | 0.02% | 0.01% | 544 | +1,649 | 40.69% | Q1 2026 | May 11, 2026 |
| HORIZON BANCORP INC /IN/ | History | Reduced | 5,697 | 1,050 | 0.51% | 0.53% | 543 | -490 | -7.92% | Q1 2026 | Apr 22, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 5,831 | 1,034 | 0.0% | 0.0% | 545 | +333 | 6.06% | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 5,605 | 1,032 | 0.03% | 0.03% | 546 | +178 | 3.28% | Q1 2026 | Apr 23, 2026 |
| FC Advisory LLC | History | Added to | 5,595 | 1,030 | 0.3% | 0.28% | 547 | +50 | 0.9% | Q1 2026 | Apr 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 5,555 | 1,023 | 0.02% | 0.02% | 548 | +1,741 | 45.65% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Added to | 5,541 | 1,021 | 0.0% | 0.0% | 549 | +3,753 | 209.9% | Q1 2026 | May 12, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 5,476 | 1,009 | 0.75% | 0.72% | 550 | -209 | -3.68% | Q1 2026 | Apr 17, 2026 |
| Napier Financial, LLC | History | New | 5,470 | 1,008 | 0.23% | — | 552 | +5,470 | New | Q1 2026 | May 05, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 5,473 | 1,008 | 0.4% | 0.39% | 551 | -114 | -2.04% | Q1 2026 | May 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 5,469 | 1,007 | 0.01% | 0.01% | 553 | -131 | -2.34% | Q1 2026 | May 01, 2026 |
| MEMBERS WEALTH LLC | History | Reduced | 5,233 | 1,004 | 0.6% | 0.65% | 554 | -329 | -5.92% | Q1 2026 | Apr 23, 2026 |
| Astra Wealth Partners LLC | History | Reduced | 5,431 | 1,000 | 0.6% | 0.57% | 555 | -39 | -0.71% | Q1 2026 | May 06, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 5,417 | 998 | 0.09% | 0.09% | 556 | -126 | -2.27% | Q1 2026 | Apr 07, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 5,387 | 992 | 0.28% | 0.28% | 557 | +29 | 0.54% | Q1 2026 | Apr 28, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 5,380 | 991 | 0.02% | 0.01% | 558 | +2,526 | 88.51% | Q1 2026 | Apr 27, 2026 |
| LAM GROUP, INC. | History | No change | 5,275 | 972 | 0.53% | 0.54% | 559 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 5,318 | 965 | 0.03% | 0.03% | 560 | -1,147 | -17.74% | Q1 2026 | May 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 5,130 | 945 | 0.01% | 0.01% | 562 | +256 | 5.25% | Q1 2026 | May 08, 2026 |
| Ancora Advisors LLC | History | Reduced | 5,133 | 945 | 0.02% | 0.02% | 561 | -90 | -1.72% | Q1 2026 | May 15, 2026 |
| XY Planning Network, Inc. | History | Added to | 5,123 | 945 | 0.15% | 0.16% | 563 | +41 | 0.81% | Q1 2026 | Apr 14, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 784,107 | 943 | 0.07% | 0.09% | 564 | -782 | -0.1% | Q1 2026 | May 15, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 5,088 | 937 | 0.28% | 0.25% | 565 | +187 | 3.82% | Q1 2026 | Apr 22, 2026 |
| Leo Wealth, LLC | History | Added to | 5,081 | 936 | 0.07% | 0.06% | 566 | +70 | 1.4% | Q1 2026 | May 05, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 4,898 | 902 | 0.02% | 0.02% | 567 | -122 | -2.43% | Q1 2026 | May 01, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 4,898 | 902 | 0.31% | 0.31% | 568 | +76 | 1.58% | Q1 2026 | Apr 23, 2026 |
| North Star Investment Management Corp. | History | Added to | 4,888 | 900 | 0.05% | 0.05% | 569 | +10 | 0.21% | Q1 2026 | Apr 23, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 4,859 | 895 | 0.48% | 0.47% | 570 | +83 | 1.74% | Q1 2026 | May 01, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | No change | 4,835 | 890 | 0.74% | 0.72% | 571 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LightSquare Wealth Management, LLC | History | New | 4,826 | 889 | 0.67% | — | 572 | +4,826 | New | Q1 2026 | May 11, 2026 |
| Legacy Financial Group LLC | History | Added to | 4,808 | 885 | 0.11% | 0.11% | 573 | +2 | 0.04% | Q1 2026 | May 04, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 4,798 | 884 | 0.03% | 0.04% | 574 | -1,537 | -24.26% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 4,798 | 884 | 0.12% | 0.13% | 575 | -176 | -3.54% | Q1 2026 | Apr 28, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 4,791 | 882 | 0.04% | 0.04% | 576 | -73 | -1.5% | Q1 2026 | Apr 30, 2026 |
| SNS Financial Group, LLC | History | No change | 4,785 | 881 | 0.08% | 0.07% | 577 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 4,755 | 876 | 0.01% | 0.01% | 578 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 4,721 | 870 | 0.64% | 0.56% | 579 | -17 | -0.36% | Q1 2026 | May 05, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 4,707 | 867 | 0.19% | 0.2% | 580 | +1 | 0.02% | Q1 2026 | Apr 21, 2026 |
| Hexagon Capital Partners LLC | History | New | 4,697 | 865 | 0.13% | — | 581 | +4,697 | New | Q1 2026 | May 04, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 4,688 | 863 | 0.19% | 0.19% | 582 | -422 | -8.26% | Q1 2026 | Apr 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 4,655 | 857 | 0.01% | 0.01% | 583 | -3,234 | -40.99% | Q1 2026 | May 13, 2026 |
| HF Advisory Group, LLC | History | Reduced | 4,636 | 854 | 0.29% | 0.31% | 584 | -353 | -7.08% | Q1 2026 | Apr 21, 2026 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 4,612 | 849 | 0.62% | 0.72% | 585 | -982 | -17.55% | Q1 2026 | Aug 17, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 4,590 | 845 | 0.5% | 0.48% | 586 | +2,415 | 111.03% | Q1 2026 | Apr 16, 2026 |
| Berkeley, Inc | History | Reduced | 4,547 | 837 | 0.28% | 0.27% | 587 | -276 | -5.72% | Q1 2026 | Apr 24, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 4,523 | 833 | 0.02% | 0.02% | 588 | -153 | -3.27% | Q1 2026 | May 11, 2026 |
| Colonial Trust Co / SC | History | Reduced | 4,518 | 832 | 0.11% | 0.11% | 589 | -106 | -2.29% | Q1 2026 | May 12, 2026 |
| Caprock Group, LLC | History | Reduced | 4,500 | 829 | 0.02% | 0.02% | 590 | -958 | -17.55% | Q1 2026 | May 11, 2026 |
| Parcion Private Wealth LLC | History | New | 4,473 | 824 | 0.05% | — | 591 | +4,473 | New | Q1 2026 | Apr 22, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 4,436 | 817 | 0.15% | 0.16% | 592 | -261 | -5.56% | Q1 2026 | May 11, 2026 |
| Calamos Advisors LLC | History | New | 4,412 | 813 | 0.0% | — | 594 | +4,412 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 4,412 | 813 | 0.03% | 0.03% | 593 | -105 | -2.32% | Q1 2026 | May 04, 2026 |
| Financial Alternatives, Inc | History | No change | 4,402 | 811 | 0.44% | 0.45% | 595 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Independent Advisor Alliance | History | New | 4,326 | 797 | 0.01% | — | 596 | +4,326 | New | Q1 2026 | May 12, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 4,279 | 788 | 0.16% | 0.18% | 597 | -401 | -8.57% | Q1 2026 | May 01, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 4,267 | 786 | 0.31% | 0.22% | 598 | -651 | -13.24% | Q1 2026 | May 06, 2026 |
| BLB&B Advisors, LLC | History | Added to | 4,246 | 782 | 0.03% | 0.03% | 599 | +458 | 12.09% | Q1 2026 | Apr 28, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 4,226 | 778 | 0.43% | 0.42% | 600 | -78 | -1.81% | Q1 2026 | Apr 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 4,214 | 777 | 0.04% | 0.03% | 601 | +327 | 8.41% | Q1 2026 | May 18, 2026 |
| Atlas Brown,Inc. | History | Reduced | 4,215 | 776 | 0.23% | 0.22% | 602 | -40 | -0.94% | Q1 2026 | Apr 17, 2026 |
| United Advisor Group, LLC | History | Reduced | 4,178 | 769 | 0.09% | 0.09% | 603 | -68 | -1.6% | Q1 2026 | Apr 17, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 4,178 | 769 | 0.3% | 0.27% | 604 | +22 | 0.53% | Q1 2026 | Apr 24, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Added to | 4,153 | 765 | 0.23% | 0.22% | 605 | +6 | 0.14% | Q1 2026 | Aug 07, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 4,150 | 764 | 0.8% | 0.87% | 607 | +1,566 | 60.6% | Q1 2026 | May 13, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 4,150 | 764 | 0.0% | 0.0% | 606 | -955 | -18.71% | Q1 2026 | May 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 4,134 | 761 | 0.04% | 0.04% | 608 | +86 | 2.12% | Q1 2026 | Apr 09, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 4,125 | 760 | 0.09% | 0.08% | 609 | +225 | 5.77% | Q1 2026 | Apr 17, 2026 |
| OneAscent Financial Services LLC | History | Added to | 4,089 | 753 | 0.04% | 0.03% | 610 | +2,130 | 108.73% | Q1 2026 | Apr 21, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 4,071 | 750 | 0.02% | — | 611 | +4,071 | New | Q1 2026 | Apr 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 4,039 | 744 | 0.0% | 0.0% | 612 | +36 | 0.9% | Q1 2026 | May 15, 2026 |
| Creekside Partners | History | Added to | 4,027 | 742 | 0.31% | 0.3% | 613 | +6 | 0.15% | Q1 2026 | Apr 21, 2026 |
| Next Level Private LLC | History | Reduced | 4,024 | 741 | 0.17% | 0.27% | 614 | -1,690 | -29.58% | Q1 2026 | Apr 23, 2026 |
| Autumn Glory Partners, LLC | History | No change | 4,001 | 737 | 0.27% | 0.25% | 615 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 3,977 | 732 | 0.32% | 0.32% | 617 | -203 | -4.86% | Q1 2026 | May 01, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 3,977 | 732 | 0.07% | 0.07% | 616 | -7 | -0.18% | Q1 2026 | May 14, 2026 |
| Curi Capital, LLC | History | Added to | 3,959 | 729 | 0.01% | 0.01% | 618 | +682 | 20.81% | Q1 2026 | May 15, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 3,937 | 725 | 0.25% | 0.31% | 620 | -1,140 | -22.45% | Q1 2026 | Apr 08, 2026 |
| PFG Investments, LLC | History | Added to | 3,938 | 725 | 0.03% | 0.03% | 619 | +343 | 9.54% | Q1 2026 | Apr 27, 2026 |
| Manchester Capital Management LLC | History | Reduced | 3,907 | 719 | 0.1% | 0.1% | 621 | -212 | -5.15% | Q1 2026 | May 11, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 3,888 | 716 | 0.13% | 0.07% | 622 | -276 | -6.63% | Q1 2026 | Apr 21, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 3,886 | 716 | 0.31% | 0.29% | 623 | -5 | -0.13% | Q1 2026 | May 15, 2026 |
| ASPIRIANT, LLC | History | No change | 3,849 | 709 | 0.02% | 0.02% | 624 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 3,795 | 699 | 0.05% | 0.02% | 625 | +2,242 | 144.37% | Q1 2026 | Apr 17, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 3,772 | 695 | 0.01% | 0.01% | 626 | +54 | 1.45% | Q1 2026 | May 13, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 3,753 | 691 | 0.48% | 0.46% | 628 | +21 | 0.56% | Q1 2026 | May 07, 2026 |
| FDx Advisors, Inc. | History | Added to | 3,750 | 691 | 0.22% | 0.34% | 627 | +17 | 0.46% | Q1 2026 | May 01, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 3,746 | 690 | 0.3% | 0.29% | 629 | -125 | -3.23% | Q1 2026 | May 05, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 3,731 | 687 | 0.13% | 0.13% | 630 | -47 | -1.24% | Q1 2026 | Apr 09, 2026 |
| Facet Wealth, Inc. | History | Added to | 3,724 | 686 | 0.01% | 0.01% | 631 | +877 | 30.8% | Q1 2026 | May 07, 2026 |
| Continuum Advisory, LLC | History | Added to | 3,727 | 686 | 0.07% | 0.05% | 632 | +672 | 22.0% | Q1 2026 | Apr 22, 2026 |
| Kendall Capital Management | History | Reduced | 3,720 | 685 | 0.14% | 0.17% | 633 | -905 | -19.57% | Q1 2026 | Apr 24, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 3,715 | 684 | 0.09% | 0.09% | 634 | -54 | -1.43% | Q1 2026 | Apr 22, 2026 |
| Truepoint, Inc. | History | Reduced | 3,706 | 682 | 0.02% | 0.01% | 635 | -12 | -0.32% | Q1 2026 | May 08, 2026 |
| Key FInancial Inc | History | No change | 3,704 | 682 | 0.12% | 0.12% | 636 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| RFG Advisory, LLC | History | Reduced | 3,696 | 681 | 0.01% | 0.01% | 637 | -721 | -16.32% | Q1 2026 | Apr 17, 2026 |
| Texas Bank & Trust Co | History | Reduced | 3,671 | 676 | 0.25% | 0.3% | 638 | -918 | -20.0% | Q1 2026 | Apr 30, 2026 |
| Vanguard National Trust Co | History | New | 3,659 | 674 | 0.04% | — | 641 | +3,659 | New | Q1 2026 | May 08, 2026 |
| Sherman Wealth Management LLC | History | Reduced | 3,658 | 674 | 0.58% | 0.57% | 640 | -27 | -0.73% | Q1 2026 | Apr 13, 2026 |
| Richmond Investment Services, LLC | History | No change | 3,663 | 674 | 0.11% | 0.11% | 639 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 3,646 | 671 | 0.38% | 0.42% | 642 | -1,328 | -26.7% | Q1 2026 | Apr 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 3,635 | 669 | 0.0% | 0.0% | 643 | +85 | 2.39% | Q1 2026 | May 15, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 3,618 | 666 | 0.27% | 0.29% | 644 | -145 | -3.85% | Q1 2026 | May 13, 2026 |
| Busey Bank | History | Reduced | 3,574 | 658 | 0.02% | 0.02% | 645 | -449 | -11.16% | Q1 2026 | Apr 28, 2026 |
| HighPoint Advisor Group LLC | History | New | 3,570 | 657 | 0.03% | — | 646 | +3,570 | New | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 3,556 | 655 | 0.02% | 0.02% | 647 | +127 | 3.7% | Q1 2026 | Apr 08, 2026 |
| WP Advisors, LLC | History | Added to | 3,559 | 655 | 0.17% | 0.16% | 648 | +14 | 0.39% | Q1 2026 | May 04, 2026 |
| WESBANCO BANK INC | History | Added to | 3,549 | 654 | 0.02% | 0.02% | 649 | +241 | 7.29% | Q1 2026 | Apr 21, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 3,547 | 653 | 0.07% | 0.06% | 651 | +974 | 37.85% | Q1 2026 | Apr 23, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 3,547 | 653 | 0.14% | 0.12% | 650 | +547 | 18.23% | Q1 2026 | Apr 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 3,533 | 651 | 0.09% | 0.09% | 653 | -33 | -0.93% | Q1 2026 | May 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 3,535 | 651 | 0.0% | 0.0% | 652 | -7 | -0.2% | Q1 2026 | May 14, 2026 |
| Independent Wealth Advisors LLC | History | No change | 3,527 | 649 | 0.64% | 0.65% | 654 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 3,514 | 647 | 0.01% | 0.01% | 655 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Elm Partners Management LLC | History | Reduced | 3,556 | 645 | 0.03% | 0.03% | 656 | -28 | -0.78% | Q1 2026 | May 13, 2026 |
| Dakota Wealth Management | History | Reduced | 3,484 | 642 | 0.01% | 0.02% | 657 | -2,741 | -44.03% | Q1 2026 | May 07, 2026 |
| Passumpsic Savings Bank | History | No change | 3,620 | 642 | 0.35% | 0.35% | 658 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 3,481 | 641 | 0.04% | 0.04% | 659 | +17 | 0.49% | Q1 2026 | May 14, 2026 |
| Integrated Capital Management, LLC | History | Reduced | 3,477 | 640 | 0.27% | 1.46% | 660 | -15,719 | -81.89% | Q1 2026 | Apr 17, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 3,464 | 638 | 0.04% | 0.03% | 661 | +1,032 | 42.43% | Q1 2026 | May 05, 2026 |
| Compound Planning, Inc. | History | Added to | 3,464 | 638 | 0.02% | 0.02% | 662 | +73 | 2.15% | Q1 2026 | May 14, 2026 |
| SVRN Asset Management, LLC | History | Reduced | 3,460 | 637 | 0.62% | 0.58% | 666 | -520 | -13.07% | Q1 2026 | May 12, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 3,459 | 637 | 0.04% | 0.03% | 663 | -75 | -2.12% | Q1 2026 | May 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 3,459 | 637 | 0.01% | 0.01% | 664 | +2 | 0.06% | Q1 2026 | May 14, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 3,457 | 637 | 0.04% | 0.04% | 665 | -1 | -0.03% | Q1 2026 | Apr 27, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 3,443 | 634 | 0.1% | 0.1% | 668 | +600 | 21.1% | Q1 2026 | May 06, 2026 |
| S.A. Mason LLC | History | No change | 3,444 | 634 | 0.24% | 0.24% | 667 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Inspire Advisors, LLC | History | Added to | 3,439 | 633 | 0.05% | 0.05% | 669 | +445 | 14.86% | Q1 2026 | May 15, 2026 |
| Copia Wealth Management | History | Reduced | 3,440 | 633 | 0.43% | 0.48% | 671 | -356 | -9.38% | Q1 2026 | May 04, 2026 |
| Lauterbach Financial Advisors, LLC | History | Reduced | 3,438 | 633 | 0.31% | 0.31% | 670 | -103 | -2.91% | Q1 2026 | May 14, 2026 |
| Traveka Wealth, LLC | History | Reduced | 3,422 | 630 | 0.24% | 0.26% | 672 | -181 | -5.02% | Q1 2026 | Apr 22, 2026 |
| Directional Asset Management | History | Reduced | 3,416 | 629 | 0.57% | 0.66% | 674 | -857 | -20.06% | Q1 2026 | Apr 27, 2026 |
| ERn Financial, LLC | History | Reduced | 3,414 | 629 | 0.12% | 0.12% | 673 | -118 | -3.34% | Q1 2026 | Apr 24, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 3,411 | 628 | 0.13% | 0.13% | 675 | -72 | -2.07% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Reduced | 3,404 | 627 | 0.03% | 0.03% | 676 | -40 | -1.16% | Q1 2026 | Apr 24, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 3,377 | 622 | 0.0% | 0.01% | 677 | -506 | -13.03% | Q1 2026 | Apr 14, 2026 |
| Ocean Park Asset Management, LLC | History | Reduced | 3,377 | 622 | 0.04% | 0.03% | 678 | -474 | -12.31% | Q1 2026 | Apr 16, 2026 |
| CROBAN | History | Reduced | 3,361 | 619 | 0.29% | 0.3% | 679 | -128 | -3.67% | Q1 2026 | May 12, 2026 |
| Merited Wealth, LLC | History | Reduced | 3,349 | 617 | 0.51% | 0.58% | 680 | -174 | -4.94% | Q1 2026 | Apr 24, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 3,345 | 616 | 0.18% | 0.19% | 681 | -12 | -0.36% | Q1 2026 | Apr 06, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 3,341 | 615 | 0.54% | 0.19% | 683 | +2,159 | 182.66% | Q1 2026 | May 04, 2026 |
| One Day In July LLC | History | Added to | 3,338 | 615 | 0.05% | 0.05% | 682 | +33 | 1.0% | Q1 2026 | May 05, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 3,315 | 610 | 0.15% | 0.12% | 684 | +640 | 23.93% | Q1 2026 | Apr 28, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 3,286 | 605 | 0.08% | 0.08% | 685 | +14 | 0.43% | Q1 2026 | Apr 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 3,265 | 601 | 0.0% | 0.0% | 686 | -588 | -15.26% | Q1 2026 | May 13, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Reduced | 3,259 | 600 | 0.28% | 0.28% | 687 | -95 | -2.83% | Q1 2026 | May 14, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 3,242 | 597 | 0.18% | 0.17% | 688 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Fairscale Capital, LLC | History | Added to | 3,230 | 595 | 0.41% | 0.38% | 689 | +1 | 0.03% | Q1 2026 | May 11, 2026 |
| Asempa Wealth Advisors | History | Added to | 3,213 | 593 | 0.52% | 0.49% | 690 | +13 | 0.41% | Q1 2026 | Apr 08, 2026 |
| Archer Investment Corp | History | Added to | 3,214 | 592 | 0.13% | 0.13% | 691 | +4 | 0.12% | Q1 2026 | May 04, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 3,209 | 591 | 0.03% | 0.03% | 692 | -299 | -8.52% | Q1 2026 | Apr 15, 2026 |
| Principle Wealth Partners LLC | History | No change | 3,212 | 591 | 0.03% | 0.03% | 693 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 3,158 | 581 | 0.14% | 0.14% | 694 | -85 | -2.62% | Q1 2026 | Apr 24, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 3,149 | 580 | 0.27% | 0.41% | 695 | -3,370 | -51.7% | Q1 2026 | May 05, 2026 |
| Clark Asset Management, LLC | History | Reduced | 3,118 | 574 | 0.05% | 0.17% | 696 | -6,264 | -66.77% | Q1 2026 | Apr 16, 2026 |
| Topel & Distasi Wealth Management, LLC | History | No change | 3,107 | 572 | 0.3% | 0.27% | 697 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Argent Advisors, Inc. | History | No change | 3,100 | 571 | 0.16% | 0.15% | 698 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 3,088 | 569 | 0.13% | 0.13% | 699 | -5 | -0.16% | Q1 2026 | Apr 27, 2026 |
| Murphy Pohlad Asset Management LLC | History | Added to | 3,086 | 568 | 0.2% | 0.13% | 700 | +1,138 | 58.42% | Q1 2026 | Apr 14, 2026 |
| Modern Wealth Management, LLC | History | Added to | 3,075 | 567 | 0.01% | 0.01% | 701 | +105 | 3.54% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 2,950 | 565 | 0.01% | — | 702 | +2,950 | New | Q1 2026 | May 01, 2026 |
| NBC SECURITIES, INC. | History | Added to | 3,061 | 564 | 0.04% | 0.0% | 703 | +2,763 | 927.18% | Q1 2026 | Apr 14, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 3,046 | 561 | 0.17% | 0.18% | 704 | +539 | 21.5% | Q1 2026 | May 05, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 3,036 | 559 | 0.02% | 0.02% | 705 | +463 | 17.99% | Q1 2026 | Apr 17, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 3,033 | 558 | 0.09% | 0.08% | 706 | +95 | 3.23% | Q1 2026 | May 05, 2026 |
| Grantvest Financial Group LLC | History | Added to | 3,029 | 558 | 0.36% | 0.34% | 707 | +41 | 1.37% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 3,024 | 557 | 0.0% | 0.0% | 708 | -1,058 | -25.92% | Q1 2026 | May 12, 2026 |
| AVISO WEALTH MANAGEMENT | History | Reduced | 3,025 | 557 | 0.25% | 0.23% | 709 | -79 | -2.55% | Q1 2026 | May 08, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 3,015 | 555 | 0.01% | 0.01% | 710 | +80 | 2.73% | Q1 2026 | May 08, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 2,915 | 555 | 0.23% | 0.25% | 712 | -18 | -0.61% | Q1 2026 | Apr 15, 2026 |
| Curated Wealth Partners LLC | History | Added to | 3,016 | 555 | 0.07% | 0.06% | 711 | +1 | 0.03% | Q1 2026 | Apr 09, 2026 |
| American Money Management, LLC | History | Reduced | 3,010 | 554 | 0.09% | 0.08% | 713 | -31 | -1.02% | Q1 2026 | May 11, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 3,000 | 552 | 0.27% | 0.28% | 714 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 2,994 | 551 | 0.0% | 0.0% | 715 | +228 | 8.24% | Q1 2026 | Apr 24, 2026 |
| NorthRock Partners, LLC | History | Added to | 2,968 | 546 | 0.01% | 0.01% | 716 | +214 | 7.77% | Q1 2026 | May 15, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Reduced | 2,957 | 544 | 0.2% | 0.2% | 717 | -51 | -1.7% | Q1 2026 | Apr 17, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 2,943 | 542 | 0.04% | 0.04% | 718 | -24 | -0.81% | Q1 2026 | May 13, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 2,944 | 542 | 0.19% | 0.19% | 719 | -12 | -0.41% | Q1 2026 | May 14, 2026 |
| Old North State Wealth Management, LLC | History | Added to | 2,927 | 541 | 0.25% | 0.24% | 720 | +79 | 2.77% | Q1 2026 | Apr 17, 2026 |
| COURIER CAPITAL LLC | History | Added to | 2,930 | 539 | 0.03% | 0.03% | 721 | +207 | 7.6% | Q1 2026 | Apr 23, 2026 |
| Tactive Advisors, LLC | History | Reduced | 2,913 | 536 | 0.15% | 0.16% | 722 | -220 | -7.02% | Q1 2026 | Apr 16, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 2,907 | 535 | 0.24% | 0.23% | 723 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Diversified Enterprises, LLC | History | Added to | 2,900 | 534 | 0.03% | 0.03% | 724 | +39 | 1.36% | Q1 2026 | May 14, 2026 |
| Linscomb Wealth, Inc. | History | New | 2,895 | 533 | 0.02% | — | 725 | +2,895 | New | Q1 2026 | May 11, 2026 |
| Advisors Capital Management, LLC | History | Added to | 2,887 | 532 | 0.01% | 0.0% | 726 | +566 | 24.39% | Q1 2026 | May 01, 2026 |
| Everest Financial Group LLC | History | Added to | 2,876 | 530 | 0.09% | 0.06% | 728 | +1,246 | 76.44% | Q1 2026 | May 15, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 2,881 | 530 | 0.34% | 0.37% | 727 | -271 | -8.6% | Q1 2026 | Apr 10, 2026 |
| Kelsey Financial, LLC | History | Reduced | 2,876 | 529 | 0.46% | 0.46% | 729 | -147 | -4.86% | Q1 2026 | May 06, 2026 |
| Brooklyn FI, LLC | History | No change | 2,867 | 528 | 0.11% | 0.11% | 730 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Baldwin Investment Management, LLC | History | Added to | 2,847 | 524 | 0.06% | 0.06% | 731 | +14 | 0.49% | Q1 2026 | May 12, 2026 |
| BCS Wealth Management | History | Reduced | 2,830 | 521 | 0.11% | 0.1% | 732 | -2,830 | -50.0% | Q1 2026 | Apr 17, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 2,824 | 520 | 0.03% | 0.03% | 734 | -40 | -1.4% | Q1 2026 | May 13, 2026 |
| FULTON BANK, N.A. | History | No change | 2,824 | 520 | 0.02% | 0.02% | 733 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 2,819 | 519 | 0.09% | 0.08% | 736 | +274 | 10.77% | Q1 2026 | Apr 15, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 2,816 | 519 | 0.03% | 0.03% | 735 | -5 | -0.18% | Q1 2026 | Apr 30, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 2,813 | 518 | 0.04% | 0.04% | 737 | +46 | 1.66% | Q1 2026 | Apr 13, 2026 |
| MOR Wealth Management, LLC | History | No change | 2,800 | 515 | 0.24% | 0.23% | 738 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,771 | 510 | 0.05% | 0.04% | 739 | -125 | -4.32% | Q1 2026 | Apr 30, 2026 |
| Capital Squared Financial LLC | History | Added to | 2,767 | 509 | 0.39% | 0.35% | 740 | +253 | 10.06% | Q1 2026 | May 01, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 2,761 | 508 | 0.04% | 0.04% | 741 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 2,751 | 506 | 0.35% | 0.36% | 742 | -141 | -4.88% | Q1 2026 | May 12, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 2,722 | 501 | 0.01% | 0.01% | 743 | -9 | -0.33% | Q1 2026 | Apr 15, 2026 |
| PFG Advisors | History | Added to | 2,704 | 498 | 0.02% | 0.02% | 744 | +61 | 2.31% | Q1 2026 | May 05, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 2,702 | 497 | 0.01% | 0.01% | 746 | -140 | -4.93% | Q1 2026 | May 14, 2026 |
| Harpswell Capital Advisors, LLC | History | No change | 2,700 | 497 | 0.37% | 0.38% | 745 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Investments & Financial Planning, LLC | History | Reduced | 2,664 | 491 | 0.27% | 0.25% | 747 | -18 | -0.67% | Q1 2026 | May 11, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 2,664 | 490 | 0.02% | 0.03% | 748 | -500 | -15.8% | Q1 2026 | Apr 09, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 2,660 | 490 | 0.05% | 0.05% | 749 | -5 | -0.19% | Q1 2026 | Apr 27, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 2,658 | 489 | 0.0% | — | 750 | +2,658 | New | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,644 | 487 | 0.01% | 0.01% | 751 | +30 | 1.15% | Q1 2026 | Apr 07, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 2,641 | 486 | 0.19% | 0.2% | 752 | -60 | -2.22% | Q1 2026 | Apr 21, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | No change | 2,531 | 484 | 0.17% | 0.19% | 753 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Essex Bank | History | No change | 2,630 | 484 | 0.11% | 0.1% | 754 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 2,621 | 482 | 0.04% | — | 755 | +2,621 | New | Q1 2026 | Apr 08, 2026 |
| CHRISTINE MESSMER PC | History | Added to | 2,609 | 480 | 0.31% | 0.3% | 757 | +14 | 0.54% | Q1 2026 | Apr 21, 2026 |
| Financial Freedom, LLC | History | Added to | 2,610 | 480 | 0.24% | 0.23% | 756 | +9 | 0.35% | Q1 2026 | Apr 30, 2026 |
| Evanson Asset Management, LLC | History | Added to | 2,588 | 476 | 0.03% | 0.02% | 758 | +8 | 0.31% | Q1 2026 | Apr 08, 2026 |
| Capital Asset Managemnet, LLC | History | No change | 2,571 | 473 | 0.53% | 0.51% | 759 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 2,557 | 471 | 0.22% | 0.22% | 760 | +44 | 1.75% | Q1 2026 | Apr 09, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 2,536 | 467 | 0.13% | 0.1% | 761 | +380 | 17.63% | Q1 2026 | Apr 16, 2026 |
| Revisor Wealth Management LLC | History | Added to | 2,522 | 464 | 0.13% | 0.11% | 762 | +370 | 17.19% | Q1 2026 | Apr 27, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 2,515 | 463 | 0.1% | 0.09% | 763 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| StoneX Group Inc. | History | Reduced | 2,484 | 459 | 0.02% | 0.03% | 764 | -1,334 | -34.94% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 2,494 | 459 | 0.02% | 0.02% | 765 | +5 | 0.2% | Q1 2026 | Jun 18, 2026 |
| Atlatl Advisers LLC | History | No change | 2,495 | 459 | 0.34% | 0.17% | 766 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 2,491 | 458 | 0.0% | 0.0% | 767 | -4,800 | -65.83% | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 2,470 | 455 | 0.01% | 0.01% | 768 | +3 | 0.12% | Q1 2026 | Apr 07, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 2,466 | 454 | 0.16% | 0.16% | 769 | -87 | -3.41% | Q1 2026 | Apr 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 2,461 | 453 | 0.01% | 0.02% | 770 | -1,601 | -39.41% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 2,446 | 451 | 0.0% | 0.0% | 771 | +299 | 13.93% | Q1 2026 | May 06, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 2,451 | 451 | 0.01% | 0.01% | 772 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | No change | 2,444 | 450 | 0.13% | 0.14% | 773 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 2,418 | 445 | 0.06% | 0.05% | 774 | +1 | 0.04% | Q1 2026 | Apr 13, 2026 |
| Tyche Wealth Partners LLC | History | No change | 2,420 | 445 | 0.07% | 0.07% | 775 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 2,413 | 444 | 0.02% | 0.03% | 778 | -1,175 | -32.75% | Q1 2026 | May 15, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 2,412 | 444 | 0.01% | 0.01% | 777 | -61 | -2.47% | Q1 2026 | May 13, 2026 |
| BAILARD, INC. | History | No change | 2,414 | 444 | 0.01% | 0.01% | 776 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 2,396 | 441 | 0.01% | 0.01% | 779 | -55 | -2.24% | Q1 2026 | May 15, 2026 |
| Beckerman Institutional, LLC | History | No change | 2,390 | 440 | 0.23% | 0.24% | 780 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GWN SECURITIES INC. | History | Added to | 2,380 | 438 | 0.08% | 0.08% | 781 | +30 | 1.28% | Q1 2026 | May 14, 2026 |
| Breakwater Capital Group | History | Added to | 2,371 | 436 | 0.06% | 0.05% | 783 | +176 | 8.02% | Q1 2026 | Apr 20, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 2,369 | 436 | 0.04% | 0.04% | 782 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Balboa Wealth Partners | History | Reduced | 2,351 | 433 | 0.07% | 0.07% | 784 | -119 | -4.82% | Q1 2026 | Apr 16, 2026 |
| Blossom Wealth Management | History | New | 2,339 | 431 | 0.64% | — | 785 | +2,339 | New | Q1 2026 | Apr 28, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,330 | 429 | 0.01% | 0.01% | 786 | +870 | 59.59% | Q1 2026 | Apr 07, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | New | 2,348 | 427 | 0.22% | — | 787 | +2,348 | New | Q1 2026 | May 15, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 2,295 | 423 | 0.01% | 0.03% | 788 | -6,139 | -72.79% | Q1 2026 | May 11, 2026 |
| Bank of Marin | History | Reduced | 2,298 | 423 | 0.31% | 0.3% | 789 | -141 | -5.78% | Q1 2026 | May 14, 2026 |
| Smith Thornton Advisors LLC | History | No change | 2,298 | 423 | 0.21% | 0.21% | 790 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Crane Advisory, LLC | History | No change | 2,213 | 422 | 0.06% | 0.06% | 791 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 2,286 | 421 | 0.01% | 0.01% | 792 | +146 | 6.82% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 2,280 | 420 | 0.21% | 0.15% | 793 | +466 | 25.69% | Q1 2026 | May 07, 2026 |
| Note Advisors, LLC | History | Added to | 2,274 | 419 | 0.21% | 0.21% | 794 | +99 | 4.55% | Q1 2026 | May 15, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 2,265 | 417 | 0.08% | 0.08% | 795 | -34 | -1.48% | Q1 2026 | May 12, 2026 |
| TPG Financial Advisors, LLC | History | Reduced | 2,254 | 415 | 0.13% | 0.16% | 796 | -379 | -14.39% | Q1 2026 | May 08, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 2,247 | 414 | 0.08% | 0.07% | 797 | +12 | 0.54% | Q1 2026 | Apr 17, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 2,245 | 413 | 0.15% | 0.15% | 798 | -155 | -6.46% | Q1 2026 | Apr 30, 2026 |
| North Capital, Inc. | History | Added to | 2,241 | 412 | 0.35% | 0.34% | 799 | +12 | 0.54% | Q1 2026 | Apr 30, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 2,243 | 411 | 0.03% | 0.03% | 800 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 2,230 | 410 | 0.01% | 0.01% | 802 | +204 | 10.07% | Q1 2026 | Jun 22, 2026 |
| Forum Private Client Group LLC | History | No change | 2,227 | 410 | 0.14% | 0.13% | 801 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 2,217 | 408 | 0.09% | 0.1% | 803 | -300 | -11.92% | Q1 2026 | Apr 03, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 2,214 | 407 | 0.03% | 0.03% | 805 | -98 | -4.24% | Q1 2026 | May 05, 2026 |
| Klingman & Associates, LLC | History | No change | 2,210 | 407 | 0.02% | 0.02% | 804 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 2,171 | 400 | 0.0% | 0.01% | 806 | -376 | -14.76% | Q1 2026 | Apr 27, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 2,167 | 399 | 0.01% | 0.0% | 808 | +192 | 9.72% | Q1 2026 | May 04, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 2,166 | 399 | 0.04% | 0.04% | 809 | -171 | -7.32% | Q1 2026 | Apr 13, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 2,167 | 399 | 0.04% | 0.04% | 810 | -60 | -2.69% | Q1 2026 | Apr 10, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | No change | 2,170 | 399 | 0.02% | 0.02% | 807 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 2,162 | 398 | 0.13% | 0.14% | 815 | -216 | -9.08% | Q1 2026 | Apr 24, 2026 |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | History | Added to | 2,163 | 398 | 0.34% | 0.31% | 811 | +29 | 1.36% | Q1 2026 | Aug 11, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 2,164 | 398 | 0.04% | 0.04% | 812 | -25 | -1.14% | Q1 2026 | Apr 15, 2026 |
| Forum Financial Management, LP | History | Added to | 2,164 | 398 | 0.01% | 0.0% | 814 | +21 | 0.98% | Q1 2026 | Apr 23, 2026 |
| Sierra Capital LLC | History | Reduced | 2,162 | 398 | 0.04% | 0.04% | 813 | -11 | -0.51% | Q1 2026 | May 15, 2026 |
| Family Investment Center, Inc. | History | Reduced | 2,159 | 397 | 0.08% | 0.08% | 816 | -12 | -0.55% | Q1 2026 | Apr 24, 2026 |
| MCF Advisors LLC | History | No change | 2,146 | 395 | 0.02% | 0.02% | 817 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 2,143 | 394 | 0.04% | 0.05% | 818 | +4 | 0.19% | Q1 2026 | May 11, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | No change | 2,139 | 394 | 0.1% | 0.09% | 819 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | No change | 2,127 | 392 | 0.28% | 0.26% | 820 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 2,113 | 389 | 0.01% | 0.01% | 821 | -180 | -7.85% | Q1 2026 | Apr 20, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 2,113 | 389 | 0.11% | 0.1% | 822 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 2,103 | 387 | 0.13% | 0.13% | 823 | +10 | 0.48% | Q1 2026 | May 08, 2026 |
| Cascades Capital Asset Management, LLC | History | New | 2,100 | 386 | 0.16% | — | 827 | +2,100 | New | Q1 2026 | May 15, 2026 |
| Evergreen Wealth Partners LLC | History | Added to | 2,100 | 386 | 0.29% | 0.3% | 826 | +74 | 3.65% | Q1 2026 | May 08, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 2,097 | 386 | 0.07% | 0.07% | 824 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | No change | 2,099 | 386 | 0.23% | 0.23% | 825 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| WRAPMANAGER INC | History | Reduced | 2,094 | 385 | 0.13% | 0.14% | 828 | -278 | -11.72% | Q1 2026 | May 11, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 2,082 | 383 | 0.17% | 0.09% | 829 | +915 | 78.41% | Q1 2026 | Apr 15, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 2,076 | 382 | 0.07% | 0.07% | 830 | +96 | 4.85% | Q1 2026 | Apr 28, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 2,052 | 378 | 0.01% | 0.01% | 832 | -917 | -30.89% | Q1 2026 | Apr 22, 2026 |
| HSBC HOLDINGS PLC | History | No change | 2,052 | 378 | 0.0% | 0.0% | 831 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 2,045 | 376 | 0.09% | 0.09% | 834 | +98 | 5.03% | Q1 2026 | Apr 17, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 2,120 | 376 | 0.1% | 0.1% | 833 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bernicke Wealth Management, Ltd. | History | New | 2,025 | 373 | 0.05% | — | 835 | +2,025 | New | Q1 2026 | Aug 11, 2026 |
| waypoint wealth counsel | History | No change | 2,005 | 369 | 0.19% | 0.13% | 836 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 2,000 | 368 | 0.19% | 0.15% | 837 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Florida Trust Wealth Management Co | History | New | 1,992 | 367 | 0.01% | — | 840 | +1,992 | New | Q1 2026 | May 14, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 1,994 | 367 | 0.01% | 0.01% | 838 | +169 | 9.26% | Q1 2026 | May 08, 2026 |
| Embree Financial Group | History | Added to | 1,995 | 367 | 0.04% | 0.04% | 839 | +2 | 0.1% | Q1 2026 | Apr 23, 2026 |
| WEST BANCORPORATION INC | History | No change | 1,991 | 366 | 0.18% | 0.18% | 841 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Eagle Bay Advisors LLC | History | Reduced | 1,985 | 365 | 0.32% | 0.28% | 842 | -163 | -7.59% | Q1 2026 | Apr 24, 2026 |
| ICONIQ Capital, LLC | History | No change | 1,979 | 364 | 0.01% | 0.01% | 843 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Simplicity Wealth,LLC | History | New | 1,971 | 363 | 0.02% | — | 845 | +1,971 | New | Q1 2026 | Apr 30, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 1,973 | 363 | 0.23% | 0.12% | 844 | -70 | -3.43% | Q1 2026 | May 01, 2026 |
| Fisher Asset Management, LLC | History | Added to | 1,964 | 362 | 0.0% | 0.0% | 846 | +370 | 23.21% | Q1 2026 | May 05, 2026 |
| Retirement Planning Group, LLC | History | Added to | 1,969 | 362 | 0.01% | 0.01% | 847 | +189 | 10.62% | Q1 2026 | May 04, 2026 |
| MASECO LLP | History | Added to | 1,970 | 362 | 0.01% | 0.02% | 848 | +1 | 0.05% | Q1 2026 | Apr 21, 2026 |
| Finward Bancorp | History | Reduced | 1,962 | 361 | 0.29% | 0.28% | 849 | -45 | -2.24% | Q1 2026 | Apr 10, 2026 |
| Townsend & Associates, Inc | History | No change | 1,885 | 361 | 0.03% | 0.03% | 850 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Plancorp, LLC | History | No change | 1,906 | 360 | 0.01% | 0.01% | 851 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Intelligence Driven Advisers, LLC | History | Added to | 1,949 | 359 | 0.06% | 0.05% | 853 | +10 | 0.52% | Q1 2026 | May 15, 2026 |
| Heritage Wealth Advisors | History | No change | 1,949 | 359 | 0.01% | 0.01% | 852 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 1,943 | 358 | 0.04% | 0.05% | 854 | -247 | -11.28% | Q1 2026 | May 05, 2026 |
| Long Island Wealth Management, Inc. | History | No change | 1,943 | 358 | 0.17% | 0.16% | 855 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 1,925 | 354 | 0.03% | — | 857 | +1,925 | New | Q1 2026 | May 12, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 1,926 | 354 | 0.2% | 0.19% | 856 | +11 | 0.57% | Q1 2026 | May 13, 2026 |
| LWM ADVISORS INC | History | Added to | 1,917 | 353 | 0.31% | 0.3% | 858 | +18 | 0.95% | Q1 2026 | Apr 10, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 1,900 | 350 | 0.0% | 0.0% | 859 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 1,897 | 349 | 0.02% | 0.02% | 861 | -121 | -6.0% | Q1 2026 | May 04, 2026 |
| Factor Wealth Management LTD | History | Added to | 1,898 | 349 | 0.07% | 0.07% | 862 | +8 | 0.42% | Q1 2026 | Apr 20, 2026 |
| Biltmore Family Office, LLC | History | No change | 1,899 | 349 | 0.05% | 0.05% | 860 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Compass Advisory Group LLC | History | Added to | 1,885 | 347 | 0.09% | 0.06% | 863 | +590 | 45.56% | Q1 2026 | Apr 21, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 1,879 | 346 | 0.02% | 0.02% | 865 | -113 | -5.67% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Added to | 1,878 | 346 | 0.0% | 0.0% | 864 | +37 | 2.01% | Q1 2026 | May 01, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,876 | 345 | 0.03% | 0.02% | 866 | -39 | -2.04% | Q1 2026 | May 05, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 1,865 | 343 | 0.23% | 0.23% | 867 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TSFG, LLC | History | No change | 1,854 | 342 | 0.05% | 0.05% | 868 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 1,855 | 341 | 0.0% | 0.0% | 869 | -205 | -9.95% | Q1 2026 | May 06, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 1,850 | 340 | 0.1% | 0.1% | 870 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BIP Wealth, LLC | History | Added to | 1,843 | 339 | 0.01% | 0.01% | 871 | +47 | 2.62% | Q1 2026 | Apr 27, 2026 |
| ATWOOD & PALMER INC | History | New | 1,831 | 337 | 0.02% | — | 873 | +1,831 | New | Q1 2026 | Apr 15, 2026 |
| Rossmore Private Capital | History | No change | 1,829 | 337 | 0.03% | 0.03% | 872 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,827 | 336 | 0.02% | 0.01% | 874 | +490 | 36.65% | Q1 2026 | Apr 13, 2026 |
| Verum Partners LLC | History | No change | 1,825 | 336 | 0.06% | 0.07% | 875 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| LongView Wealth Management | History | Reduced | 1,751 | 333 | 0.08% | 0.1% | 876 | -575 | -24.72% | Q1 2026 | Apr 15, 2026 |
| SkyOak Wealth, LLC | History | No change | 1,786 | 329 | 0.06% | 0.06% | 877 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| GUIDANCE CAPITAL, INC | History | New | 1,687 | 326 | 0.07% | — | 878 | +1,687 | New | Q1 2026 | May 08, 2026 |
| Ethos Financial Group, LLC | History | No change | 1,764 | 325 | 0.02% | 0.02% | 879 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 1,750 | 322 | 0.1% | 0.09% | 880 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 1,730 | 318 | 0.0% | 0.0% | 881 | -44 | -2.48% | Q1 2026 | Apr 17, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 1,714 | 315 | 0.02% | 0.02% | 882 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 1,707 | 314 | 0.04% | 0.03% | 883 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Silver Coast Investments LLC | History | New | 1,703 | 313 | 0.1% | — | 886 | +1,703 | New | Q1 2026 | Apr 22, 2026 |
| Oak Harvest Investment Services | History | New | 1,701 | 313 | 0.03% | — | 885 | +1,701 | New | Q1 2026 | Apr 22, 2026 |
| Sovran Advisors, LLC | History | Reduced | 1,611 | 313 | 0.02% | 0.03% | 884 | -9 | -0.56% | Q1 2026 | May 01, 2026 |
| Venture Visionary Partners LLC | History | Added to | 1,693 | 312 | 0.01% | 0.01% | 887 | +9 | 0.53% | Q1 2026 | May 14, 2026 |
| Livet Wealth, LLC | History | Reduced | 1,683 | 310 | 0.2% | 0.35% | 888 | -1,497 | -47.08% | Q1 2026 | Apr 24, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 1,678 | 309 | 0.07% | 0.09% | 889 | -511 | -23.34% | Q1 2026 | May 08, 2026 |
| Outbound Financial Inc | History | No change | 1,678 | 309 | 0.23% | 0.23% | 890 | 0 | 0.0% | Q1 2026 | Jul 15, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 1,675 | 308 | 0.12% | 0.09% | 892 | +472 | 39.24% | Q1 2026 | Apr 22, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 1,675 | 308 | 0.21% | 0.18% | 891 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 1,655 | 304 | 0.12% | 0.13% | 893 | -176 | -9.61% | Q1 2026 | Apr 08, 2026 |
| Roundview Capital LLC | History | Added to | 1,648 | 303 | 0.02% | 0.02% | 894 | +236 | 16.71% | Q1 2026 | May 08, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 1,644 | 303 | 0.21% | 0.19% | 896 | +7 | 0.43% | Q1 2026 | Apr 07, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 1,713 | 303 | 0.09% | 0.09% | 895 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 1,642 | 302 | 0.11% | 0.09% | 897 | +27 | 1.67% | Q1 2026 | Apr 21, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 1,631 | 301 | 0.24% | 0.28% | 898 | +1 | 0.06% | Q1 2026 | Apr 02, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,629 | 300 | 0.0% | 0.0% | 900 | -1,284 | -44.08% | Q1 2026 | Apr 29, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 1,630 | 300 | 0.11% | 0.1% | 899 | +135 | 9.03% | Q1 2026 | Apr 08, 2026 |
| Prospera Capital Management, LLC | History | No change | 1,631 | 300 | 0.15% | 0.15% | 901 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Snider Financial Group | History | Reduced | 1,626 | 299 | 0.09% | 0.08% | 902 | -109 | -6.28% | Q1 2026 | Apr 15, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 1,617 | 298 | 0.13% | 0.14% | 903 | +21 | 1.32% | Q1 2026 | Apr 24, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Reduced | 1,604 | 295 | 0.04% | 0.04% | 904 | -246 | -13.3% | Q1 2026 | Apr 21, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 1,579 | 291 | 0.01% | 0.01% | 905 | +2 | 0.13% | Q1 2026 | Jun 08, 2026 |
| Lodestone Wealth Management LLC | History | No change | 1,577 | 290 | 0.11% | 0.11% | 906 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Trilogy Capital Inc. | History | Added to | 1,565 | 288 | 0.01% | 0.01% | 907 | +245 | 18.56% | Q1 2026 | Apr 21, 2026 |
| Cravens & Co Advisors, LLC | History | No change | 1,560 | 287 | 0.19% | 0.19% | 908 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 1,555 | 286 | 0.01% | 0.01% | 910 | +7 | 0.45% | Q1 2026 | May 11, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 1,556 | 286 | 0.01% | 0.01% | 909 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Cadence Wealth Management LLC | History | Reduced | 1,551 | 285 | 0.12% | 0.15% | 911 | -252 | -13.98% | Q1 2026 | May 12, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Reduced | 1,542 | 284 | 0.06% | 0.08% | 912 | -750 | -32.72% | Q1 2026 | May 12, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 1,530 | 281 | 0.03% | 0.03% | 913 | -76 | -4.73% | Q1 2026 | Apr 28, 2026 |
| Brown Financial Advisory | History | No change | 1,527 | 281 | 0.14% | 0.14% | 914 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 1,524 | 280 | 0.0% | 0.0% | 915 | -15 | -0.97% | Q1 2026 | May 15, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 1,524 | 280 | 0.1% | 0.1% | 916 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 1,513 | 278 | 0.09% | 0.08% | 917 | +1 | 0.07% | Q1 2026 | Apr 10, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 1,505 | 277 | 0.02% | 0.02% | 918 | +161 | 11.98% | Q1 2026 | Apr 30, 2026 |
| Integris Wealth Management, LLC | History | No change | 1,500 | 276 | 0.06% | 0.06% | 919 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | No change | 1,503 | 276 | 0.06% | 0.06% | 920 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cove Private Wealth, LLC | History | No change | 1,500 | 276 | 0.06% | 0.08% | 921 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JPL Wealth Management, LLC | History | No change | 1,487 | 274 | 0.06% | 0.06% | 922 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Optivise Advisory Services LLC | History | No change | 1,489 | 274 | 0.17% | 0.15% | 923 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | New | 1,484 | 273 | 0.07% | — | 924 | +1,484 | New | Q1 2026 | May 07, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 1,475 | 271 | 0.03% | 0.03% | 927 | -68 | -4.41% | Q1 2026 | May 06, 2026 |
| Caldwell Trust Co | History | Reduced | 1,472 | 271 | 0.02% | 0.02% | 928 | -37 | -2.45% | Q1 2026 | Apr 22, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Reduced | 1,471 | 271 | 0.11% | 0.11% | 926 | -5 | -0.34% | Q1 2026 | May 06, 2026 |
| TruNorth Capital Management, LLC | History | No change | 1,472 | 271 | 0.05% | 0.05% | 925 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| City State Bank | History | No change | 1,467 | 270 | 0.07% | 0.07% | 929 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 1,462 | 269 | 0.15% | 0.14% | 931 | +7 | 0.48% | Q1 2026 | May 12, 2026 |
| Coastline Trust Co | History | No change | 1,460 | 269 | 0.03% | 0.02% | 930 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Vilga Financial Planning LLC | History | New | 1,449 | 267 | 0.24% | — | 935 | +1,449 | New | Q1 2026 | Jun 22, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 1,450 | 267 | 0.02% | 0.04% | 933 | -257 | -15.06% | Q1 2026 | May 12, 2026 |
| Round Rock Advisors LLC | History | Reduced | 1,453 | 267 | 0.04% | 0.04% | 932 | -40 | -2.68% | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 1,452 | 267 | 0.09% | 0.09% | 934 | -21 | -1.43% | Q1 2026 | May 14, 2026 |
| Operose Advisors LLC | History | Reduced | 1,445 | 266 | 0.06% | 0.06% | 937 | -58 | -3.86% | Q1 2026 | May 12, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 1,448 | 266 | 0.02% | 0.02% | 936 | -50 | -3.34% | Q1 2026 | May 01, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 1,440 | 265 | 0.01% | — | 940 | +1,440 | New | Q1 2026 | Apr 22, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 1,441 | 265 | 0.04% | 0.04% | 938 | -179 | -11.05% | Q1 2026 | Apr 30, 2026 |
| Element Wealth, LLC | History | Reduced | 1,442 | 265 | 0.11% | 0.11% | 939 | -16 | -1.1% | Q1 2026 | May 04, 2026 |
| Claro Advisors Inc. | History | Added to | 1,437 | 264 | 0.03% | 0.03% | 941 | +296 | 25.94% | Q1 2026 | Apr 21, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 1,431 | 263 | 0.02% | 0.02% | 943 | +44 | 3.17% | Q1 2026 | May 11, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 1,430 | 263 | 0.09% | 0.09% | 942 | +20 | 1.42% | Q1 2026 | May 04, 2026 |
| Legacy Bridge, LLC | History | Reduced | 1,425 | 262 | 0.1% | 0.14% | 944 | -500 | -25.97% | Q1 2026 | May 14, 2026 |
| Dodds Wealth, LLC | History | Reduced | 1,423 | 262 | 0.06% | 0.06% | 945 | -67 | -4.5% | Q1 2026 | May 08, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 1,429 | 259 | 0.02% | 0.01% | 946 | -11 | -0.76% | Q1 2026 | Apr 24, 2026 |
| THEORY FINANCIAL LLC | History | No change | 1,406 | 259 | 0.09% | 0.09% | 947 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Reduced | 1,405 | 258 | 0.06% | 0.07% | 949 | -162 | -10.34% | Q1 2026 | May 08, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 1,404 | 258 | 0.01% | 0.02% | 948 | -104 | -6.9% | Q1 2026 | May 14, 2026 |
| Meriwether Wealth & Planning, LLC | History | Added to | 1,405 | 258 | 0.14% | 0.14% | 950 | +21 | 1.52% | Q1 2026 | Apr 09, 2026 |
| Quartz Partners, LLC | History | Added to | 1,399 | 257 | 0.1% | 0.09% | 951 | +30 | 2.19% | Q1 2026 | May 05, 2026 |
| Oxbow Advisors, LLC | History | Reduced | 1,391 | 256 | 0.02% | 0.03% | 952 | -705 | -33.64% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 1,323 | 256 | 0.03% | 0.05% | 953 | -445 | -25.17% | Q1 2026 | May 06, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 1,357 | 256 | 0.03% | 0.04% | 954 | -316 | -18.89% | Q1 2026 | Apr 22, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 1,387 | 255 | 0.24% | 0.25% | 955 | -82 | -5.58% | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | Added to | 1,376 | 253 | 0.01% | 0.01% | 958 | +700 | 103.55% | Q1 2026 | Apr 06, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 1,377 | 253 | 0.02% | 0.02% | 959 | -444 | -24.38% | Q1 2026 | May 13, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 1,378 | 253 | 0.05% | 0.06% | 957 | -303 | -18.02% | Q1 2026 | Apr 21, 2026 |
| Colony Family Offices, LLC | History | Reduced | 1,375 | 253 | 0.06% | 0.06% | 956 | -84 | -5.76% | Q1 2026 | Apr 21, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 1,368 | 252 | 0.02% | 0.02% | 960 | -33 | -2.36% | Q1 2026 | Apr 22, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 1,352 | 249 | 0.07% | 0.06% | 961 | -43 | -3.08% | Q1 2026 | Apr 28, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 1,347 | 248 | 0.03% | 0.03% | 962 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 1,347 | 248 | 0.12% | 0.1% | 963 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cottage Street Advisors LLC | History | Added to | 1,342 | 247 | 0.11% | 0.1% | 964 | +2 | 0.15% | Q1 2026 | Apr 20, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 1,345 | 247 | 0.17% | 0.16% | 965 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 1,334 | 246 | 0.01% | 0.01% | 966 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Redmond Asset Management, LLC | History | No change | 1,339 | 246 | 0.07% | 0.06% | 967 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Tanager Wealth Management LLP | History | New | 1,327 | 244 | 0.02% | — | 969 | +1,327 | New | Q1 2026 | Apr 20, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 1,326 | 244 | 0.03% | 0.03% | 968 | +1 | 0.08% | Q1 2026 | May 08, 2026 |
| PROFFITT & GOODSON INC | History | No change | 1,323 | 243 | 0.04% | 0.03% | 970 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 1,321 | 243 | 0.12% | 0.12% | 971 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CEERA INVESTMENTS, LLC | History | No change | 1,320 | 243 | 0.11% | 0.09% | 972 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Gen-Wealth Partners Inc | History | No change | 1,322 | 243 | 0.08% | 0.08% | 973 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | New | 1,313 | 241 | 0.04% | — | 977 | +1,313 | New | Q1 2026 | May 04, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 1,312 | 241 | 0.1% | 0.03% | 975 | +901 | 219.22% | Q1 2026 | May 15, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 1,311 | 241 | 0.06% | 0.05% | 974 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Excelsior Advisor Network LLC | History | No change | 1,313 | 241 | 0.09% | 0.11% | 976 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CURIO WEALTH, LLC | History | No change | 1,281 | 236 | 0.08% | 0.08% | 978 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 1,276 | 235 | 0.02% | 0.02% | 979 | +3 | 0.24% | Q1 2026 | May 06, 2026 |
| Cornerstone Wealth Group, LLC | History | New | 1,217 | 234 | 0.02% | — | 980 | +1,217 | New | Q1 2026 | Apr 22, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | No change | 1,267 | 233 | 0.25% | 0.29% | 981 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 1,258 | 231 | 0.02% | — | 982 | +1,258 | New | Q1 2026 | May 04, 2026 |
| Aprio Wealth Management, LLC | History | New | 1,258 | 231 | 0.01% | — | 983 | +1,258 | New | Q1 2026 | May 11, 2026 |
| THOMPSON DAVIS & CO., INC. | History | New | 1,249 | 230 | 0.15% | — | 984 | +1,249 | New | Q1 2026 | Apr 16, 2026 |
| SEI INVESTMENTS CO | History | New | 1,248 | 229 | 0.0% | — | 985 | +1,248 | New | Q1 2026 | May 13, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 1,239 | 228 | 0.05% | 0.04% | 986 | -109 | -8.09% | Q1 2026 | Apr 08, 2026 |
| Foundry Financial LLC | History | Reduced | 1,242 | 228 | 0.1% | 0.12% | 987 | -3 | -0.24% | Q1 2026 | Apr 21, 2026 |
| Berger Financial Group, Inc | History | New | 1,236 | 227 | 0.01% | — | 989 | +1,236 | New | Q1 2026 | Apr 28, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | No change | 1,182 | 227 | 0.11% | 0.11% | 988 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| EVOKE WEALTH, LLC | History | New | 1,227 | 226 | 0.0% | — | 991 | +1,227 | New | Q1 2026 | May 14, 2026 |
| BLALOCK WILLIAMS, LLC | History | Reduced | 1,229 | 226 | 0.17% | 0.17% | 990 | -1 | -0.08% | Q1 2026 | May 14, 2026 |
| Advantage Trust Co | History | No change | 1,225 | 225 | 0.1% | 0.1% | 992 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Blom & Howell Financial Planning, Inc. | History | Reduced | 1,216 | 224 | 0.22% | 0.22% | 993 | -36 | -2.88% | Q1 2026 | Jul 10, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 1,213 | 223 | 0.03% | 0.03% | 994 | -10 | -0.82% | Q1 2026 | May 11, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Reduced | 1,205 | 222 | 0.07% | 0.07% | 995 | -5 | -0.41% | Q1 2026 | Apr 14, 2026 |
| Claris Financial LLC | History | New | 1,204 | 221 | 0.12% | — | 997 | +1,204 | New | Q1 2026 | May 18, 2026 |
| Cooper Financial Group | History | New | 1,201 | 221 | 0.02% | — | 996 | +1,201 | New | Q1 2026 | Apr 07, 2026 |
| Bogart Wealth, LLC | History | No change | 1,196 | 220 | 0.01% | 0.01% | 998 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Meredith Wealth Planning | History | No change | 1,198 | 220 | 0.06% | 0.06% | 999 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 1,189 | 219 | 0.0% | 0.0% | 1001 | -3,869 | -76.49% | Q1 2026 | May 05, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 1,189 | 219 | 0.01% | 0.04% | 1000 | -2,855 | -70.6% | Q1 2026 | Apr 21, 2026 |
| Pekin Hardy Strauss, Inc. | History | New | 1,187 | 218 | 0.02% | — | 1004 | +1,187 | New | Q1 2026 | May 06, 2026 |
| CGN Advisors LLC | History | Reduced | 1,185 | 218 | 0.02% | 0.02% | 1002 | -20 | -1.66% | Q1 2026 | Apr 13, 2026 |
| Level Financial Advisors | History | No change | 1,186 | 218 | 0.06% | 0.06% | 1003 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Integrity Wealth Partners, LLC | History | New | 1,168 | 215 | 0.19% | — | 1009 | +1,168 | New | Q1 2026 | Apr 27, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 1,170 | 215 | 0.05% | 0.05% | 1005 | -45 | -3.7% | Q1 2026 | Apr 17, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Reduced | 1,168 | 215 | 0.01% | 0.01% | 1006 | -43 | -3.55% | Q1 2026 | Apr 29, 2026 |
| Freedom Financial Partners LLC | History | Added to | 1,170 | 215 | 0.08% | 0.07% | 1008 | +5 | 0.43% | Q1 2026 | Apr 16, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 1,172 | 215 | 0.08% | 0.08% | 1007 | +4 | 0.34% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 1,162 | 214 | 0.01% | 0.01% | 1010 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 1,154 | 212 | 0.04% | — | 1012 | +1,154 | New | Q1 2026 | Apr 21, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 1,151 | 212 | 0.1% | 0.09% | 1011 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 1,150 | 211 | 0.0% | 0.0% | 1013 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 1,145 | 210 | 0.04% | 0.04% | 1014 | +6 | 0.53% | Q1 2026 | Apr 13, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 1,139 | 209 | 0.05% | 0.13% | 1018 | -1,926 | -62.84% | Q1 2026 | May 14, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,130 | 209 | 0.01% | 0.01% | 1015 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 1,136 | 209 | 0.01% | 0.01% | 1016 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | No change | 1,139 | 209 | 0.04% | 0.04% | 1017 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cornerstone National Bank & Trust Co | History | No change | 1,133 | 209 | 0.08% | 0.08% | 1019 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Saxony Capital Management, LLC | History | New | 1,130 | 208 | 0.12% | — | 1020 | +1,130 | New | Q1 2026 | Apr 24, 2026 |
| Ellenbecker Investment Group | History | Reduced | 1,127 | 207 | 0.03% | 0.03% | 1021 | -12 | -1.05% | Q1 2026 | Apr 23, 2026 |
| Rockwood Wealth Management, LLC | History | New | 1,121 | 206 | 0.01% | — | 1023 | +1,121 | New | Q1 2026 | Apr 29, 2026 |
| Allred Capital Management, LLC | History | No change | 1,127 | 206 | 0.08% | 0.07% | 1022 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Certified Advisory Corp | History | New | 1,117 | 205 | 0.02% | — | 1024 | +1,117 | New | Q1 2026 | Apr 17, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | New | 1,111 | 204 | 0.1% | — | 1025 | +1,111 | New | Q1 2026 | Apr 22, 2026 |
| Advance Capital Management, Inc. | History | New | 1,106 | 203 | 0.01% | — | 1027 | +1,106 | New | Q1 2026 | Apr 29, 2026 |
| Performance Wealth Partners, LLC | History | New | 1,102 | 203 | 0.01% | — | 1028 | +1,102 | New | Q1 2026 | Apr 10, 2026 |
| Noble Wealth Management PBC | History | Reduced | 1,107 | 203 | 0.1% | 0.12% | 1026 | -194 | -14.91% | Q1 2026 | Apr 02, 2026 |
| Armbruster Capital Management, Inc. | History | New | 1,098 | 202 | 0.03% | — | 1029 | +1,098 | New | Q1 2026 | Apr 21, 2026 |
| Monument Group Wealth Advisors, LLC | History | New | 1,091 | 201 | 0.11% | — | 1030 | +1,091 | New | Q1 2026 | Apr 22, 2026 |
| FSM Wealth Advisors, LLC | History | New | 1,088 | 200 | 0.03% | — | 1032 | +1,088 | New | Q1 2026 | Apr 27, 2026 |
| Financial Partners Group, Inc | History | Added to | 1,089 | 200 | 0.02% | 0.02% | 1031 | +1 | 0.09% | Q1 2026 | Apr 10, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 1,081 | 199 | 0.07% | 0.06% | 1033 | +6 | 0.56% | Q1 2026 | May 08, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,022 | 197 | 0.0% | 0.0% | 1034 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MGB Wealth Management, LLC | History | No change | 1,114 | 197 | 0.06% | 0.06% | 1035 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Holos Integrated Wealth LLC | History | Added to | 1,048 | 194 | 0.1% | 0.07% | 1036 | +353 | 50.79% | Q1 2026 | Apr 08, 2026 |
| HM PAYSON & CO | History | Added to | 1,030 | 189 | 0.0% | 0.0% | 1037 | +17 | 1.68% | Q1 2026 | Apr 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,037 | 188 | 0.01% | 0.01% | 1038 | -83 | -7.41% | Q1 2026 | May 15, 2026 |
| First PREMIER Bank | History | No change | 981 | 181 | 0.04% | 0.04% | 1039 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 979 | 180 | 0.01% | 0.01% | 1040 | -11 | -1.11% | Q1 2026 | Apr 13, 2026 |
| Opal Wealth Advisors, LLC | History | New | 966 | 178 | 0.04% | — | 1041 | +966 | New | Q1 2026 | Apr 14, 2026 |
| Rossby Financial, LCC | History | Added to | 947 | 174 | 0.04% | 0.03% | 1042 | +417 | 78.68% | Q1 2026 | May 11, 2026 |
| GoalVest Advisory LLC | History | Reduced | 923 | 170 | 0.03% | 0.03% | 1043 | -79 | -7.88% | Q1 2026 | Apr 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 919 | 169 | 0.07% | 0.06% | 1044 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Anchor Investment Management, LLC | History | Added to | 909 | 167 | 0.01% | 0.01% | 1045 | +75 | 8.99% | Q1 2026 | May 01, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 894 | 164 | 0.01% | 0.01% | 1046 | +1 | 0.11% | Q1 2026 | May 11, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 886 | 163 | 0.08% | — | 1047 | +886 | New | Q1 2026 | May 08, 2026 |
| Pacific Center for Financial Services | History | Reduced | 879 | 161 | 0.04% | 0.05% | 1048 | -302 | -25.57% | Q1 2026 | May 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 827 | 152 | 0.0% | 0.0% | 1049 | +130 | 18.65% | Q1 2026 | May 01, 2026 |
| Financial Perspectives, Inc | History | Reduced | 820 | 151 | 0.04% | 0.04% | 1050 | -109 | -11.73% | Q1 2026 | May 11, 2026 |
| Private Wealth Management Group, LLC | History | No change | 820 | 151 | 0.04% | 0.04% | 1051 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 793 | 146 | 0.1% | 0.11% | 1053 | -96 | -10.8% | Q1 2026 | May 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 796 | 146 | 0.05% | 0.05% | 1052 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Colonial Trust Advisors | History | No change | 781 | 143 | 0.01% | 0.01% | 1054 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 769 | 141 | 0.02% | 0.02% | 1055 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Blue Trust, Inc. | History | Reduced | 752 | 138 | 0.0% | 0.0% | 1056 | -21 | -2.72% | Q1 2026 | Apr 20, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 750 | 138 | 0.07% | 0.07% | 1057 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 740 | 136 | 0.0% | 0.01% | 1058 | -168 | -18.5% | Q1 2026 | May 15, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 739 | 136 | 0.1% | 0.1% | 1059 | -5 | -0.67% | Q1 2026 | Apr 29, 2026 |
| New Republic Capital, LLC | History | Reduced | 734 | 135 | 0.05% | 0.04% | 1061 | -57 | -7.21% | Q1 2026 | May 01, 2026 |
| Center for Financial Planning, Inc. | History | No change | 736 | 135 | 0.01% | 0.01% | 1060 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 699 | 128 | 0.01% | 0.01% | 1063 | +1 | 0.14% | Q1 2026 | Apr 10, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 725 | 128 | 0.01% | 0.01% | 1062 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 683 | 125 | 0.02% | 0.03% | 1064 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| True Wealth Design, LLC | History | New | 668 | 123 | 0.03% | — | 1067 | +668 | New | Q1 2026 | Apr 13, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 672 | 123 | 0.06% | 0.08% | 1066 | -214 | -24.15% | Q1 2026 | Apr 08, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 667 | 123 | 0.01% | 0.01% | 1065 | -99 | -12.92% | Q1 2026 | May 11, 2026 |
| Wealth Science Advisors LLC | History | New | 663 | 117 | 0.07% | — | 1068 | +663 | New | Q1 2026 | Apr 08, 2026 |
| Wellington Grp LLC | History | Added to | 630 | 116 | 0.04% | 0.01% | 1069 | +502 | 392.19% | Q1 2026 | May 22, 2026 |
| ORG Partners LLC | History | No change | 640 | 113 | 0.02% | 0.02% | 1070 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Burk Holdings LLC | History | New | 602 | 110 | 0.05% | — | 1073 | +602 | New | Q1 2026 | May 07, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 602 | 110 | 0.01% | 0.01% | 1072 | +51 | 9.26% | Q1 2026 | May 04, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 597 | 110 | 0.0% | 0.0% | 1071 | -39 | -6.13% | Q1 2026 | May 07, 2026 |
| Asset Dedication, LLC | History | No change | 586 | 107 | 0.01% | 0.01% | 1074 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 579 | 106 | 0.02% | 0.02% | 1075 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 570 | 105 | 0.06% | 0.06% | 1076 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Basepoint Wealth LLC | History | Reduced | 569 | 104 | 0.06% | 0.09% | 1078 | -306 | -34.97% | Q1 2026 | May 07, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 569 | 104 | 0.01% | 0.01% | 1077 | +21 | 3.83% | Q1 2026 | May 15, 2026 |
| POM Investment Strategies, LLC | History | New | 552 | 101 | 0.13% | — | 1079 | +552 | New | Q1 2026 | May 11, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 545 | 100 | 0.01% | 0.01% | 1080 | +1 | 0.18% | Q1 2026 | Apr 28, 2026 |
| Millstone Evans Group, LLC | History | No change | 546 | 100 | 0.06% | 0.06% | 1081 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 506 | 93 | 0.01% | 0.0% | 1082 | +242 | 91.67% | Q1 2026 | May 06, 2026 |
| Sachetta, LLC | History | No change | 502 | 92 | 0.05% | 0.05% | 1083 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Armor Investment Advisors, LLC | History | No change | 495 | 91 | 0.03% | 0.03% | 1084 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 492 | 90 | 0.01% | 0.01% | 1085 | +26 | 5.58% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 478 | 88 | 0.01% | 0.01% | 1086 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 473 | 87 | 0.01% | 0.01% | 1087 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 470 | 86 | 0.01% | 0.01% | 1088 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 465 | 85 | 0.02% | 0.01% | 1089 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 455 | 83 | 0.07% | 0.07% | 1090 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 436 | 80 | 0.03% | 0.03% | 1091 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Olistico Wealth, LLC | History | No change | 430 | 79 | 0.04% | 0.04% | 1092 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 432 | 79 | 0.04% | 0.04% | 1093 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 425 | 78 | 0.01% | 0.01% | 1094 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Cordant, Inc. | History | No change | 423 | 77 | 0.03% | 0.03% | 1095 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Hanson & Doremus Investment Management | History | No change | 413 | 76 | 0.01% | 0.01% | 1096 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 404 | 74 | 0.05% | 0.06% | 1097 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NBT BANK N A /NY | History | Added to | 391 | 72 | 0.0% | 0.0% | 1098 | +77 | 24.52% | Q1 2026 | Apr 28, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 386 | 71 | 0.0% | 0.0% | 1099 | +2 | 0.52% | Q1 2026 | May 05, 2026 |
| Carolina Wealth Advisors, LLC | History | No change | 375 | 69 | 0.03% | 0.03% | 1100 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Bank of Jackson Hole Trust | History | No change | 378 | 69 | 0.03% | 0.03% | 1101 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Peachtree Investment Partners, LLC | History | Added to | 371 | 68 | 0.03% | 0.02% | 1102 | +1 | 0.27% | Q1 2026 | May 08, 2026 |
| BFSG, LLC | History | Added to | 353 | 65 | 0.01% | 0.0% | 1104 | +263 | 292.22% | Q1 2026 | Apr 28, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 357 | 65 | 0.01% | 0.01% | 1103 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Wagner Wealth Management, LLC | History | No change | 357 | 65 | 0.01% | 0.01% | 1105 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FIDUCIARY ADVISORS, INC. | History | No change | 357 | 65 | 0.05% | 0.05% | 1106 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 351 | 64 | 0.0% | 0.0% | 1107 | +1 | 0.29% | Q1 2026 | May 07, 2026 |
| True Link Financial Advisors, LLC | History | New | 332 | 61 | 0.0% | — | 1108 | +332 | New | Q1 2026 | Apr 29, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 328 | 60 | 0.05% | 0.05% | 1109 | +3 | 0.92% | Q1 2026 | Apr 22, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 304 | 56 | 0.0% | — | 1110 | +304 | New | Q1 2026 | Apr 29, 2026 |
| American Capital Advisory, LLC | History | No change | 300 | 55 | 0.02% | 0.02% | 1111 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Added to | 296 | 54 | 0.01% | 0.01% | 1112 | +1 | 0.34% | Q1 2026 | Jul 27, 2026 |
| Abound Wealth Management | History | Reduced | 290 | 53 | 0.01% | 0.02% | 1113 | -81 | -21.83% | Q1 2026 | Apr 10, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 292 | 53 | 0.04% | 0.03% | 1114 | +27 | 10.19% | Q1 2026 | May 12, 2026 |
| Fairman Group, LLC | History | Added to | 284 | 52 | 0.04% | 0.04% | 1116 | +1 | 0.35% | Q1 2026 | Apr 23, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 295 | 52 | 0.02% | 0.02% | 1115 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 277 | 51 | 0.0% | 0.0% | 1117 | -103 | -27.11% | Q1 2026 | May 13, 2026 |
| PlanVest Financial, Inc | History | New | 269 | 49 | 0.04% | — | 1118 | +269 | New | Q1 2026 | May 14, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 257 | 47 | 0.03% | 0.0% | 1119 | +235 | 1068.18% | Q1 2026 | May 14, 2026 |
| Beacon Financial Strategies CORP | History | No change | 258 | 47 | 0.03% | 0.03% | 1120 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ALLIANZ SE | History | No change | 237 | 43 | 0.0% | 0.0% | 1121 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hurley Capital, LLC | History | Added to | 224 | 41 | 0.02% | 0.02% | 1122 | +1 | 0.45% | Q1 2026 | May 06, 2026 |
| Caitlin John, LLC | History | Added to | 227 | 41 | 0.02% | 0.03% | 1124 | +1 | 0.44% | Q1 2026 | May 13, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 224 | 41 | 0.01% | 0.01% | 1123 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Align Financial, LLC | History | Reduced | 218 | 40 | 0.02% | 0.02% | 1127 | -38,449 | -99.44% | Q1 2026 | May 08, 2026 |
| Marquette Asset Management, LLC | History | No change | 219 | 40 | 0.01% | 0.01% | 1125 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| West Financial Advisors, LLC | History | No change | 218 | 40 | 0.01% | 0.01% | 1126 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MRP Capital Investments, LLC | History | New | 215 | 39 | 0.03% | — | 1129 | +215 | New | Q1 2026 | May 14, 2026 |
| Cornerstone Financial Management LLC | History | No change | 217 | 39 | 0.04% | 0.04% | 1128 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 207 | 38 | 0.0% | 0.0% | 1130 | +4 | 1.97% | Q1 2026 | Apr 27, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 200 | 36 | 0.0% | 0.0% | 1131 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Hamrick Investment Counsel, llc | History | No change | 200 | 36 | 0.02% | 0.03% | 1132 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Triumph Capital Management | History | Reduced | 193 | 35 | 0.01% | 0.01% | 1133 | -14 | -6.76% | Q1 2026 | May 13, 2026 |
| West Branch Capital LLC | History | No change | 194 | 35 | 0.01% | 0.01% | 1134 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Crews Bank & Trust | History | No change | 186 | 34 | 0.0% | 0.0% | 1135 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Signature Equity Partners, LLC | History | No change | 184 | 33 | 0.02% | 0.02% | 1136 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TD Capital Management LLC | History | Added to | 176 | 32 | 0.0% | 0.0% | 1137 | +1 | 0.57% | Q1 2026 | May 11, 2026 |
| TopTier Wealth Management, LLC | History | New | 173 | 31 | 0.02% | — | 1138 | +173 | New | Q1 2026 | May 05, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 164 | 30 | 0.0% | — | 1142 | +164 | New | Q1 2026 | May 12, 2026 |
| EPG Wealth Management LLC | History | Added to | 166 | 30 | 0.01% | 0.01% | 1139 | +1 | 0.61% | Q1 2026 | May 07, 2026 |
| Roxbury Financial LLC | History | No change | 166 | 30 | 0.03% | 0.03% | 1140 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Aventus Investment Advisors, Inc. | History | No change | 167 | 30 | 0.03% | 0.02% | 1141 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 159 | 29 | 0.01% | 0.01% | 1143 | -1 | -0.63% | Q1 2026 | May 13, 2026 |
| Robinswood Financial LLC | History | Reduced | 156 | 28 | 0.01% | 0.02% | 1145 | -158 | -50.32% | Q1 2026 | Jul 13, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 157 | 28 | 0.01% | 0.01% | 1144 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 148 | 27 | 0.0% | 0.0% | 1146 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Addison Advisors LLC | History | No change | 146 | 26 | 0.01% | 0.01% | 1147 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Investors Research Corp | History | Added to | 136 | 25 | 0.0% | 0.0% | 1148 | +104 | 325.0% | Q1 2026 | Apr 03, 2026 |
| Dunhill Financial, LLC | History | New | 134 | 24 | 0.01% | — | 1152 | +134 | New | Q1 2026 | May 06, 2026 |
| Main Street Group, LTD | History | New | 132 | 24 | 0.01% | — | 1153 | +132 | New | Q1 2026 | May 06, 2026 |
| SouthState Bank Corp | History | No change | 133 | 24 | 0.0% | 0.0% | 1149 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Versant Capital Management, Inc | History | No change | 132 | 24 | 0.0% | 0.0% | 1150 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Breakwater Investment Management | History | No change | 135 | 24 | 0.01% | 0.01% | 1151 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | New | 127 | 23 | 0.0% | — | 1156 | +127 | New | Q1 2026 | Apr 28, 2026 |
| McIlrath & Eck, LLC | History | Added to | 125 | 23 | 0.0% | 0.0% | 1155 | +16 | 14.68% | Q1 2026 | May 19, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 130 | 23 | 0.0% | 0.0% | 1154 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 121 | 22 | 0.01% | — | 1159 | +121 | New | Q1 2026 | May 08, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 123 | 22 | 0.0% | 0.0% | 1157 | +1 | 0.82% | Q1 2026 | May 08, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 122 | 22 | 0.01% | 0.01% | 1158 | -1 | -0.81% | Q1 2026 | May 01, 2026 |
| Clarity Asset Management, Inc. | History | No change | 118 | 21 | 0.01% | 0.01% | 1160 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 116 | 21 | 0.01% | 0.01% | 1161 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 110 | 20 | 0.0% | 0.0% | 1162 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 106 | 19 | 0.01% | 0.01% | 1163 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Providence Capital Advisors, LLC | History | No change | 107 | 19 | 0.0% | 0.0% | 1164 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MTM Investment Management, LLC | History | No change | 107 | 19 | 0.01% | 0.01% | 1165 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 101 | 18 | 0.0% | — | 1168 | +101 | New | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 100 | 18 | 0.0% | 0.0% | 1167 | -11 | -9.91% | Q1 2026 | May 15, 2026 |
| Westside Investment Management, Inc. | History | No change | 100 | 18 | 0.0% | 0.0% | 1166 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 94 | 17 | 0.0% | 0.0% | 1169 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 87 | 16 | 0.0% | 0.0% | 1171 | +52 | 148.57% | Q1 2026 | May 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 91 | 16 | 0.01% | 0.01% | 1170 | -9 | -9.0% | Q1 2026 | Apr 14, 2026 |
| Tower View Wealth Management LLC | History | No change | 87 | 16 | 0.01% | 0.01% | 1172 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Motiv8 Investments LLC | History | No change | 93 | 16 | 0.01% | 0.01% | 1173 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 82 | 15 | 0.0% | 0.0% | 1174 | +12 | 17.14% | Q1 2026 | Apr 14, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 77 | 14 | 0.01% | 0.01% | 1175 | +2 | 2.67% | Q1 2026 | May 01, 2026 |
| Strategic Advocates LLC | History | No change | 78 | 14 | 0.06% | 0.0% | 1176 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pingora Partners LLC | History | No change | 78 | 14 | 0.01% | 0.01% | 1177 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 72 | 13 | 0.01% | — | 1179 | +72 | New | Q1 2026 | May 15, 2026 |
| BankPlus Trust Department | History | No change | 71 | 13 | 0.0% | 0.0% | 1178 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 69 | 12 | 0.01% | 0.01% | 1180 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 64 | 11 | 0.01% | 0.01% | 1181 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 61 | 11 | 0.0% | 0.0% | 1182 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Planning Project LLC | History | No change | 66 | 11 | 0.0% | 0.0% | 1183 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Strive Financial Group ,LLC | History | No change | 60 | 11 | 0.01% | 0.01% | 1184 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Your Advocates Ltd., LLP | History | No change | 58 | 10 | 0.0% | 0.0% | 1185 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Global Wealth Strategies & Associates | History | No change | 57 | 10 | 0.0% | 0.0% | 1186 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| MilWealth Group LLC | History | No change | 58 | 10 | 0.0% | 0.0% | 1187 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Aventura Private Wealth, LLC | History | No change | 56 | 10 | 0.0% | 0.0% | 1188 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 54 | 9 | 0.01% | — | 1194 | +54 | New | Q1 2026 | May 04, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 50 | 9 | 0.01% | — | 1195 | +50 | New | Q1 2026 | Apr 16, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 53 | 9 | 0.0% | 0.0% | 1189 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Winch Advisory Services, LLC | History | No change | 49 | 9 | 0.0% | 0.0% | 1190 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 56 | 9 | 0.01% | 0.01% | 1191 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| United Financial Planning Group LLC | History | No change | 49 | 9 | 0.01% | 0.0% | 1192 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 53 | 9 | 0.01% | 0.01% | 1193 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wells Financial Advisors INC | History | Reduced | 46 | 8 | 0.04% | 0.37% | 1199 | -1,053 | -95.81% | Q1 2026 | May 07, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 46 | 8 | 0.0% | — | 1202 | +46 | New | Q1 2026 | May 14, 2026 |
| SJS Investment Consulting Inc. | History | New | 44 | 8 | 0.0% | — | 1201 | +44 | New | Q1 2026 | Apr 23, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 45 | 8 | 0.0% | 0.0% | 1196 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Founders Capital Management | History | No change | 46 | 8 | 0.0% | 0.0% | 1197 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BALLAST ADVISORS LLC | History | No change | 45 | 8 | 0.0% | 0.0% | 1198 | 0 | 0.0% | Q1 2026 | Jun 23, 2026 |
| Walsh & Associates, LLC | History | No change | 44 | 8 | 0.01% | 0.01% | 1200 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| First Pacific Financial | History | New | 38 | 7 | 0.0% | — | 1204 | +38 | New | Q1 2026 | Apr 23, 2026 |
| Front Row Advisors LLC | History | No change | 40 | 7 | 0.0% | 0.0% | 1203 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 33 | 6 | 0.0% | — | 1208 | +33 | New | Q1 2026 | Apr 27, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | New | 31 | 6 | 0.0% | — | 1207 | +31 | New | Q1 2026 | May 15, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 35 | 6 | 0.0% | 0.0% | 1205 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Coston, McIsaac & Partners | History | No change | 33 | 6 | 0.0% | 0.0% | 1206 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Eukles Asset Management | History | Reduced | 31 | 5 | 0.0% | 0.02% | 1210 | -200 | -86.58% | Q1 2026 | May 05, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 31 | 5 | 0.0% | 0.0% | 1209 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Global Trust Asset Management, LLC | History | No change | 31 | 5 | 0.0% | 0.0% | 1211 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 23 | 4 | 0.0% | 0.0% | 1212 | -77 | -77.0% | Q1 2026 | Apr 28, 2026 |
| SHP Wealth Management | History | No change | 27 | 4 | 0.0% | 0.0% | 1213 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 26 | 4 | 0.0% | 0.0% | 1214 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SITTNER & NELSON, LLC | History | No change | 25 | 4 | 0.0% | 0.0% | 1215 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Integrity Financial Corp /WA | History | No change | 25 | 4 | 0.0% | 0.0% | 1216 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 25 | 4 | 0.0% | 0.0% | 1217 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 17 | 3 | 0.0% | — | 1226 | +17 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 17 | 3 | 0.0% | — | 1227 | +17 | New | Q1 2026 | May 13, 2026 |
| RHL GROUP, LLC | History | Reduced | 21 | 3 | 0.0% | 0.0% | 1225 | -7 | -25.0% | Q1 2026 | May 13, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 21 | 3 | 0.0% | 0.0% | 1218 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 17 | 3 | 0.0% | 0.0% | 1219 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MOTCO | History | No change | 17 | 3 | 0.0% | 0.0% | 1220 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Costello Asset Management, INC | History | No change | 21 | 3 | 0.0% | 0.0% | 1221 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Team Financial Group, LLC | History | No change | 19 | 3 | 0.0% | 0.0% | 1222 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PFS Partners, LLC | History | No change | 17 | 3 | 0.0% | 0.0% | 1223 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 18 | 3 | 0.0% | 0.0% | 1224 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Clark Wealth Partners | History | New | 13 | 2 | 0.0% | — | 1233 | +13 | New | Q1 2026 | May 11, 2026 |
| Kennebec Savings Bank | History | Reduced | 15 | 2 | 0.0% | 0.0% | 1231 | -5 | -25.0% | Q1 2026 | Apr 17, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 12 | 2 | 0.0% | 0.0% | 1228 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 14 | 2 | 0.0% | 0.0% | 1229 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 16 | 2 | 0.0% | 0.0% | 1230 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 11 | 2 | 0.0% | 0.0% | 1232 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 7 | 1 | 0.0% | 0.0% | 1234 | -15 | -68.18% | Q1 2026 | May 15, 2026 |
| Crewe Advisors LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 1235 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 6 | 1 | 0.0% | 0.0% | 1236 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Register Financial Advisors LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 1237 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 1238 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CDKV HOLDINGS LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 1239 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.75% | — | -547,312 | -100.0% | Q1 2026 | May 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -28,641 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Northwest & Ethical Investments L.P. | History | Closed out | 0 | 0 | — | 0.09% | — | -22,392 | -100.0% | Q1 2026 | May 13, 2026 |
| Westwood Wealth Management | History | Closed out | 0 | 0 | — | 2.07% | — | -15,525 | -100.0% | Q1 2026 | May 11, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,142 | -100.0% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -7,086 | -100.0% | Q1 2026 | May 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,456 | -100.0% | Q1 2026 | May 15, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,048 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -3,218 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | Closed out | 0 | 0 | — | 0.29% | — | -3,012 | -100.0% | Q1 2026 | May 07, 2026 |
| Professional Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,886 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,839 | -100.0% | Q1 2026 | May 01, 2026 |
| Payne Capital LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -2,704 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,549 | -100.0% | Q1 2026 | May 14, 2026 |
| Glaxis Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.76% | — | -2,500 | -100.0% | Q1 2026 | May 11, 2026 |
| Shade Tree Advisors LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -2,469 | -100.0% | Q1 2026 | May 12, 2026 |
| Dala Group, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -2,137 | -100.0% | Q1 2026 | Jun 01, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,101 | -100.0% | Q1 2026 | May 12, 2026 |
| Bravias Capital Group, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -2,077 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Cordoba Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,986 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Idaho Trust Co | History | Closed out | 0 | 0 | — | 0.11% | — | -1,915 | -100.0% | Q1 2026 | May 08, 2026 |
| GREENLEAF TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -1,769 | -100.0% | Q1 2026 | Apr 27, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,663 | -100.0% | Q1 2026 | May 13, 2026 |
| Mawer Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,657 | -100.0% | Q1 2026 | May 06, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -1,653 | -100.0% | Q1 2026 | May 05, 2026 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,607 | -100.0% | Q1 2026 | May 13, 2026 |
| Howard Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,554 | -100.0% | Q1 2026 | May 05, 2026 |
| Cornerstone Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,371 | -100.0% | Q1 2026 | May 04, 2026 |
| EARNEST PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,207 | -100.0% | Q1 2026 | May 15, 2026 |
| CPC Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,206 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Bestgate Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -1,190 | -100.0% | Q1 2026 | Apr 23, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,181 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,160 | -100.0% | Q1 2026 | May 12, 2026 |
| NORDEN GROUP LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,155 | -100.0% | Q1 2026 | Apr 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,132 | -100.0% | Q1 2026 | May 15, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,129 | -100.0% | Q1 2026 | May 06, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,105 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -457 | -100.0% | Q1 2026 | May 01, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -398 | -100.0% | Q1 2026 | May 04, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -299 | -100.0% | Q1 2026 | May 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.0% | — | -294 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -280 | -100.0% | Q1 2026 | May 15, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -272 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -155 | -100.0% | Q1 2026 | Apr 28, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -69 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Graney & King, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -51 | -100.0% | Q1 2026 | May 18, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q1 2026 | May 12, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Creative Capital Management Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Kozak & Associates, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 14, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | Apr 22, 2026 |
| PROTECTIVE LIFE CORP | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 13, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 01, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | May 12, 2026 |
| Truvestments Capital LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 13, 2026 |
| IAG Wealth Partners, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WealthCollab, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Topsail Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Longview Financial Advisors LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MidFirst Bank | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |