VANGUARD INDEX FUNDS - VOO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 39,068,508 | 24,501,032 | 0.36% | 0.36% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Vanguard Global Advisers, LLC | History | New | 39,600,312 | 23,663,166 | 12.79% | — | 2 | +39,600,312 | New | Q1 2026 | May 08, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 33,635,939 | 20,099,155 | 12.37% | 11.33% | 3 | +2,049,100 | 6.49% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 30,640,543 | 18,309,256 | 5.64% | 5.73% | 4 | +1,292,980 | 4.41% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 27,441,061 | 16,397,406 | 1.2% | 1.24% | 5 | +354,072 | 1.31% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 27,256,597 | 15,834,176 | 1.02% | 0.46% | 6 | +15,568,104 | 133.19% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 24,365,727 | 14,559,741 | 0.88% | 0.92% | 7 | -202,645 | -0.82% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 17,095,668 | 9,970,210 | 4.79% | 5.52% | 8 | +2,657,523 | 18.41% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 15,062,213 | 9,000,425 | 1.03% | 1.13% | 9 | +338,575 | 2.3% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 10,680,171 | 6,381,936 | 1.71% | 1.21% | 10 | +4,183,120 | 64.38% | Q1 2026 | May 04, 2026 |
| Acorns Advisers, LLC | History | Added to | 9,608,371 | 5,741,482 | 42.68% | 43.23% | 11 | +425,166 | 4.63% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 6,424,852 | 3,839,171 | 0.67% | 2.18% | 12 | -14,932,081 | -69.92% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 6,405,068 | 3,827,348 | 1.02% | 1.17% | 13 | -410,812 | -6.03% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 6,246,795 | 3,732,772 | 0.7% | 0.71% | 14 | +64,205 | 1.04% | Q1 2026 | May 11, 2026 |
| NATIXIS | History | Reduced | 6,093,641 | 3,641,255 | 13.02% | 18.37% | 15 | -2,156,583 | -26.14% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 5,258,941 | 3,142,479 | 4.65% | 4.75% | 16 | -123,734 | -2.3% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 5,140,749 | 3,072,018 | 4.34% | 4.28% | 17 | +456,134 | 9.74% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 4,690,525 | 2,802,823 | 0.42% | 0.41% | 18 | +654,824 | 16.23% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Added to | 3,723,036 | 2,224,699 | 4.54% | 4.43% | 19 | +260,752 | 7.53% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,698,917 | 2,209,771 | 0.51% | 0.71% | 20 | -1,294,320 | -25.92% | Q1 2026 | May 15, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | Added to | 3,687,384 | 2,203,443 | 13.26% | 14.63% | 21 | +70,762 | 1.96% | Q1 2026 | May 12, 2026 |
| USS Investment Management Ltd | History | Added to | 3,495,162 | 2,089,023 | 8.17% | 1.18% | 22 | +3,088,758 | 760.02% | Q1 2026 | Apr 24, 2026 |
| Alberta Investment Management Corp | History | Added to | 3,358,186 | 2,006,684 | 12.04% | 7.24% | 23 | +1,406,714 | 72.08% | Q1 2026 | Apr 28, 2026 |
| CITIGROUP INC | History | Reduced | 3,113,317 | 1,860,362 | 0.79% | 0.87% | 24 | -43,069 | -1.36% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 3,103,527 | 1,854,512 | 0.21% | 0.08% | 25 | +1,961,092 | 171.66% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 3,006,863 | 1,796,751 | 13.52% | 14.41% | 26 | -29,820 | -0.98% | Q1 2026 | May 12, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 2,925,650 | 1,748,222 | 13.46% | 13.45% | 27 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,887,575 | 1,725,470 | 1.06% | 1.06% | 28 | +205,435 | 7.66% | Q1 2026 | May 07, 2026 |
| Corient Private Wealth LLC | History | Reduced | 2,985,961 | 1,696,306 | 2.43% | 2.43% | 29 | -201,745 | -6.33% | Q1 2026 | May 15, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 2,769,562 | 1,654,951 | 26.24% | 27.99% | 30 | +23,952 | 0.87% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 2,671,958 | 1,596,939 | 1.78% | 1.9% | 31 | +9,823 | 0.37% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,651,883 | 1,584,785 | 1.68% | 1.77% | 32 | +74,659 | 2.9% | Q1 2026 | May 05, 2026 |
| BANK OF KOREA | History | Added to | 2,479,662 | 1,481,722 | 35.85% | 35.3% | 33 | +1,194,246 | 92.91% | Q1 2026 | May 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 2,297,214 | 1,372,700 | 20.1% | 19.87% | 34 | +200,839 | 9.58% | Q1 2026 | Apr 09, 2026 |
| Trans-Canada Capital Inc. | History | Reduced | 2,122,306 | 1,268,183 | 91.24% | 88.64% | 35 | -334,076 | -13.6% | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | Added to | 2,118,183 | 1,265,720 | 0.02% | 0.02% | 36 | +612,116 | 40.64% | Q1 2026 | May 13, 2026 |
| FJ Investments, LLC | History | Added to | 2,117,354 | 1,265,224 | 82.5% | 83.65% | 37 | +6,774 | 0.32% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 2,001,063 | 1,195,678 | 1.27% | 1.33% | 38 | +62,250 | 3.21% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,953,000 | 1,167,015 | 0.19% | 0.1% | 39 | +863,208 | 79.21% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,935,246 | 1,156,406 | 2.98% | 3.16% | 40 | +31,301 | 1.64% | Q1 2026 | Apr 30, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 1,904,963 | 1,138,311 | 1.58% | 0.94% | 41 | +849,952 | 80.56% | Q1 2026 | May 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,772,161 | 1,111,375 | 5.27% | 5.27% | 42 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 1,734,018 | 1,057,976 | 2.15% | 1.78% | 43 | +867,009 | 100.0% | Q1 2026 | May 12, 2026 |
| E-L Financial Corp Ltd | History | Reduced | 1,266,574 | 1,036,868 | 100.0% | 100.0% | 44 | -213,270 | -14.41% | Q1 2026 | May 11, 2026 |
| Pathstone Holdings, LLC | History | Added to | 1,665,413 | 995,168 | 3.96% | 3.95% | 45 | +30,917 | 1.89% | Q1 2026 | May 11, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,663,062 | 993,762 | 9.08% | 9.31% | 46 | +485,426 | 41.22% | Q1 2026 | May 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 1,564,983 | 981,447 | 0.32% | 0.28% | 47 | +151,087 | 10.69% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 1,618,133 | 966,915 | 0.66% | 0.68% | 48 | +104,940 | 6.94% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,608,662 | 961,770 | 5.91% | 6.03% | 49 | +12,773 | 0.8% | Q1 2026 | May 15, 2026 |
| OMERS ADMINISTRATION Corp | History | New | 1,587,839 | 949,384 | 6.1% | — | 50 | +1,587,839 | New | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,582,234 | 945,495 | 0.87% | 0.88% | 51 | +20,975 | 1.34% | Q1 2026 | May 12, 2026 |
| Fisher Asset Management, LLC | History | Added to | 1,572,634 | 939,727 | 0.32% | 0.33% | 52 | +21,390 | 1.38% | Q1 2026 | May 05, 2026 |
| Investure, LLC | History | Reduced | 1,546,858 | 924,324 | 45.33% | 63.28% | 53 | -258,019 | -14.3% | Q1 2026 | May 08, 2026 |
| Innovator Capital Management, LLC | History | New | 1,542,283 | 921,591 | 99.63% | — | 54 | +1,542,283 | New | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 1,507,387 | 900,739 | 0.77% | 0.74% | 55 | +77,816 | 5.44% | Q1 2026 | May 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 1,459,078 | 871,871 | 56.39% | 55.86% | 56 | +52,442 | 3.73% | Q1 2026 | May 05, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 1,449,168 | 865,950 | 1.07% | 0.71% | 57 | +517,869 | 55.61% | Q1 2026 | May 13, 2026 |
| Angeles Investment Advisors, LLC | History | Added to | 1,406,636 | 840,535 | 56.5% | 49.4% | 58 | +226,099 | 19.15% | Q1 2026 | Apr 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,396,649 | 834,568 | 1.48% | 1.55% | 59 | +20,810 | 1.51% | Q1 2026 | May 14, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 1,394,763 | 833,440 | 22.94% | 23.6% | 60 | +55,474 | 4.14% | Q1 2026 | May 07, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 1,392,756 | 832,241 | 19.21% | 20.16% | 61 | +6,135 | 0.44% | Q1 2026 | Apr 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,349,585 | 806,444 | 0.3% | 0.32% | 62 | -138,820 | -9.33% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,329,853 | 794,653 | 1.11% | 1.13% | 63 | -17,533 | -1.3% | Q1 2026 | Apr 27, 2026 |
| Freestone Grove Partners LP | History | Reduced | 1,319,752 | 788,617 | 5.57% | 6.22% | 64 | -51,068 | -3.73% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 1,258,559 | 752,051 | 0.18% | 0.01% | 65 | +1,203,112 | 2169.84% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,237,277 | 739,956 | 1.08% | 1.2% | 66 | -65,585 | -5.03% | Q1 2026 | May 15, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 1,197,012 | 715,274 | 13.6% | 13.74% | 67 | -12,925 | -1.07% | Q1 2026 | Apr 10, 2026 |
| Cresset Asset Management, LLC | History | Added to | 1,194,480 | 713,761 | 3.09% | 1.36% | 68 | +679,833 | 132.1% | Q1 2026 | May 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 1,217,426 | 707,239 | 0.58% | 0.5% | 69 | +169,213 | 16.14% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 1,174,750 | 701,865 | 1.22% | 1.44% | 70 | -34,068 | -2.82% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 1,139,295 | 680,785 | 0.23% | 2.75% | 71 | -440,362 | -27.88% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,134,608 | 677,985 | 0.91% | 1.71% | 72 | -914,549 | -44.63% | Q1 2026 | Apr 27, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 1,132,544 | 676,751 | 23.79% | 22.16% | 73 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 1,130,127 | 675,307 | 5.3% | 5.77% | 74 | -26,835 | -2.32% | Q1 2026 | May 01, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,084,220 | 647,875 | 3.43% | 2.57% | 75 | +498,809 | 85.21% | Q1 2026 | May 15, 2026 |
| DUMAC, INC. | History | Added to | 1,056,580 | 631,359 | 76.96% | 71.66% | 76 | +312,700 | 42.04% | Q1 2026 | May 01, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 1,054,464 | 630,094 | 9.03% | 10.55% | 77 | +81,634 | 8.39% | Q1 2026 | May 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,016,744 | 607,555 | 0.25% | 0.0% | 78 | +1,015,733 | 100468.15% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 1,018,684 | 605,738 | 0.81% | — | 79 | +1,018,684 | New | Q1 2026 | May 12, 2026 |
| Pandi, LLC | History | Added to | 1,003,284 | 599,512 | 98.31% | 98.23% | 80 | +16,900 | 1.71% | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 941,501 | 590,443 | 1.0% | 1.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NEPC LLC | History | Reduced | 978,154 | 584,495 | 11.64% | 13.6% | 82 | -39,337 | -3.87% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 958,001 | 572,453 | 0.89% | 0.86% | 83 | +80,271 | 9.15% | Q1 2026 | May 14, 2026 |
| Constellation Investments, Inc. | History | Added to | 956,800 | 571,735 | 18.98% | 17.32% | 84 | +61,800 | 6.91% | Q1 2026 | Apr 22, 2026 |
| Creekmur Asset Management LLC | History | New | 953 | 569,526 | 42.94% | — | 85 | +953 | New | Q1 2026 | May 08, 2026 |
| CIBC Asset Management Inc | History | Added to | 944,624 | 564,460 | 1.38% | 1.4% | 86 | +18,347 | 1.98% | Q1 2026 | May 12, 2026 |
| SWF LLC | History | Added to | 918,327 | 548,746 | 47.85% | 40.07% | 87 | +286,504 | 45.35% | Q1 2026 | May 14, 2026 |
| Diversified Trust Co | History | Added to | 908,858 | 543,088 | 10.07% | 10.25% | 88 | +21,333 | 2.4% | Q1 2026 | Apr 16, 2026 |
| Mariner, LLC | History | Added to | 898,405 | 536,775 | 0.63% | 0.64% | 89 | +39,665 | 4.62% | Q1 2026 | May 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 861,151 | 514,580 | 1.13% | 1.14% | 90 | +49,121 | 6.05% | Q1 2026 | May 05, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 855,335 | 511,105 | 0.89% | 1.28% | 91 | -188,460 | -18.06% | Q1 2026 | May 15, 2026 |
| Call To Action Foundation | History | Added to | 855,287 | 511,076 | 100.0% | 100.0% | 92 | +2,736 | 0.32% | Q1 2026 | May 13, 2026 |
| P/E Global LLC | History | Reduced | 854,860 | 510,821 | 40.26% | 40.01% | 93 | -30,360 | -3.43% | Q1 2026 | Apr 09, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 846,831 | 506,023 | 2.11% | 14.35% | 94 | -5,768,943 | -87.2% | Q1 2026 | Apr 30, 2026 |
| GenTrust, LLC | History | Added to | 825,917 | 493,526 | 21.12% | 20.99% | 95 | +49,817 | 6.42% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 818,230 | 488,933 | 0.06% | 0.06% | 96 | +194,934 | 31.27% | Q1 2026 | May 12, 2026 |
| Kensington Asset Management, LLC | History | Added to | 809,879 | 483,943 | 26.35% | 22.53% | 97 | +119,821 | 17.36% | Q1 2026 | May 21, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 767,033 | 458,340 | 6.38% | 6.29% | 98 | +19,361 | 2.59% | Q1 2026 | May 01, 2026 |
| Neuberger Berman Group LLC | History | Added to | 764,533 | 456,846 | 0.35% | 0.33% | 99 | +62,929 | 8.97% | Q1 2026 | May 14, 2026 |
| ALERUS FINANCIAL NA | History | Added to | 758,535 | 453,262 | 22.44% | 23.12% | 100 | +4,958 | 0.66% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 742,479 | 442,179 | 0.81% | 1.12% | 101 | +177,750 | 31.48% | Q1 2026 | May 01, 2026 |
| Norinchukin Bank, The | History | Added to | 733,080 | 438,051 | 5.11% | 3.29% | 102 | +283,000 | 62.88% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 709,232 | 423,801 | 1.66% | — | 103 | +709,232 | New | Q1 2026 | May 08, 2026 |
| BESSEMER GROUP INC | History | Reduced | 688,987 | 411,705 | 0.65% | 0.7% | 104 | -35,484 | -4.9% | Q1 2026 | May 06, 2026 |
| Quantinno Capital Management LP | History | Added to | 688,106 | 411,177 | 0.69% | 0.78% | 105 | +67,278 | 10.84% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 686,523 | 410,231 | 0.19% | 0.19% | 106 | +115,353 | 20.2% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 679,381 | 405,964 | 1.13% | 1.22% | 107 | -121,671 | -15.19% | Q1 2026 | May 04, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 663,340 | 396,379 | 23.52% | 24.65% | 108 | -17,955 | -2.64% | Q1 2026 | May 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 643,816 | 384,712 | 1.41% | 1.28% | 109 | +74,479 | 13.08% | Q1 2026 | Apr 24, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 636,748 | 380,489 | 14.08% | 13.77% | 110 | -952 | -0.15% | Q1 2026 | May 07, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 636,534 | 380,360 | 0.07% | 0.07% | 111 | +11,337 | 1.81% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 632,869 | 378,171 | 0.02% | 0.02% | 112 | +50,387 | 8.65% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 632,460 | 377,926 | 10.59% | 6.77% | 113 | +218,379 | 52.74% | Q1 2026 | Apr 28, 2026 |
| BOKF, NA | History | Added to | 608,453 | 363,581 | 5.56% | 5.69% | 114 | +15,742 | 2.66% | Q1 2026 | May 08, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 603,093 | 360,378 | 6.04% | 5.61% | 115 | +64,721 | 12.02% | Q1 2026 | Apr 21, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 602,774 | 360,187 | 1.39% | — | 116 | +602,774 | New | Q1 2026 | May 12, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 600,451 | 358,799 | 10.46% | 11.34% | 117 | -19,525 | -3.15% | Q1 2026 | Apr 21, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Reduced | 598,567 | 357,674 | 10.83% | 11.84% | 118 | -49,122 | -7.58% | Q1 2026 | Apr 23, 2026 |
| Apollo Management Holdings, L.P. | History | New | 590,523 | 352,867 | 4.64% | — | 119 | +590,523 | New | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Added to | 588,417 | 351,609 | 5.67% | 5.87% | 120 | +34,062 | 6.14% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 582,041 | 348,777 | 0.71% | 0.76% | 121 | -299,737 | -33.99% | Q1 2026 | Apr 08, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 570,339 | 340,805 | 15.06% | 16.04% | 122 | +1,824 | 0.32% | Q1 2026 | Apr 09, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 562,894 | 336,357 | 2.38% | 1.94% | 123 | +156,932 | 38.66% | Q1 2026 | Apr 14, 2026 |
| SHP Wealth Management | History | Added to | 554,570 | 331,389 | 25.0% | 26.89% | 124 | +3,361 | 0.61% | Q1 2026 | May 08, 2026 |
| West Virginia University Foundation, Inc | History | Added to | 552,133 | 329,927 | 52.92% | 53.71% | 125 | +99,959 | 22.11% | Q1 2026 | May 13, 2026 |
| GLOBE LIFE INC. | History | No change | 549,183 | 328,164 | 86.18% | 86.57% | 126 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 547,798 | 327,336 | 4.96% | 6.74% | 127 | -372,990 | -40.51% | Q1 2026 | May 08, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 544,225 | 325,201 | 33.95% | 35.32% | 128 | +2,869 | 0.53% | Q1 2026 | May 04, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 523,144 | 315,089 | 0.53% | 0.52% | 129 | +14,034 | 2.76% | Q1 2026 | May 05, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 525,971 | 314,294 | 10.57% | 10.62% | 130 | +40,481 | 8.34% | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 524,192 | 313,230 | 1.45% | 0.92% | 131 | +35,251 | 7.21% | Q1 2026 | May 14, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 520,000 | 310,726 | 1.85% | 6.5% | 132 | -1,851,010 | -78.07% | Q1 2026 | May 15, 2026 |
| National Philanthropic Trust | History | Added to | 516,261 | 308,491 | 3.29% | 3.16% | 133 | +6,476 | 1.27% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 516,226 | 308,471 | 0.53% | 0.7% | 134 | -225,172 | -30.37% | Q1 2026 | May 15, 2026 |
| JBF Capital, Inc. | History | No change | 509,121 | 304,225 | 44.98% | 46.09% | 135 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 507,917 | 303,505 | 1.15% | 1.15% | 136 | +62,083 | 13.93% | Q1 2026 | Apr 30, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 506,947 | 302,925 | 18.3% | 19.22% | 137 | +6,265 | 1.25% | Q1 2026 | May 12, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 501,676 | 299,776 | 3.56% | 4.48% | 138 | -77,827 | -13.43% | Q1 2026 | May 01, 2026 |
| Keel Point, LLC | History | No change | 469,568 | 294,480 | 17.74% | 17.74% | 139 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 488,714 | 292,030 | 9.05% | 10.69% | 140 | -30,029 | -5.79% | Q1 2026 | May 04, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 485,913 | 290,357 | 1.43% | 1.15% | 141 | +132,189 | 37.37% | Q1 2026 | May 14, 2026 |
| NEW YORK LIFE INSURANCE CO | History | Added to | 482,482 | 288,307 | 58.77% | 51.17% | 142 | +110,312 | 29.64% | Q1 2026 | May 07, 2026 |
| M&T BANK CORP | History | Reduced | 477,144 | 285,117 | 0.98% | 0.96% | 143 | -1,358 | -0.28% | Q1 2026 | May 12, 2026 |
| MCF Advisors LLC | History | Added to | 474,346 | 283,445 | 12.42% | 15.9% | 144 | +15,433 | 3.36% | Q1 2026 | May 11, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 471,809 | 281,929 | 6.54% | 6.17% | 145 | +61,232 | 14.91% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 468,814 | 280,139 | 5.11% | 5.49% | 146 | -1,040,728 | -68.94% | Q1 2026 | May 07, 2026 |
| SUN LIFE FINANCIAL INC | History | Added to | 468,158 | 279,693 | 15.88% | 15.07% | 147 | +10,433 | 2.28% | Q1 2026 | May 14, 2026 |
| Cerity Partners OCIO LLC | History | Reduced | 457,873 | 273,602 | 16.41% | 22.63% | 148 | -194,357 | -29.8% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 456,194 | 272,210 | 0.52% | 0.5% | 149 | +10,974 | 2.46% | Q1 2026 | May 01, 2026 |
| BROWN ADVISORY INC | History | Added to | 452,121 | 270,164 | 0.44% | 0.37% | 150 | +32,527 | 7.75% | Q1 2026 | May 15, 2026 |
| Liquid Strategies, LLC | History | Reduced | 448,433 | 267,961 | 57.57% | 64.34% | 151 | -22,900 | -4.86% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 447,787 | 267,575 | 1.36% | 1.68% | 152 | -41,383 | -8.46% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 444,151 | 267,512 | 2.53% | 2.57% | 153 | +61,130 | 15.96% | Q1 2026 | Apr 07, 2026 |
| SCS Capital Management LLC | History | Reduced | 443,159 | 264,809 | 2.81% | 3.07% | 154 | -19,542 | -4.22% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Added to | 1,126,517 | 264,690 | 0.32% | 0.36% | 155 | +634,541 | 128.98% | Q1 2026 | May 14, 2026 |
| MAKENA CAPITAL MANAGEMENT LLC | History | Added to | 442,737 | 264,557 | 30.55% | 30.21% | 156 | +40,800 | 10.15% | Q1 2026 | May 11, 2026 |
| JABODON PT CO | History | Added to | 430,549 | 257,275 | 29.91% | 26.77% | 157 | +107,902 | 33.44% | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 427,746 | 255,599 | 0.03% | 0.03% | 158 | -4,614 | -1.07% | Q1 2026 | May 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 422,673 | 252,568 | 0.7% | 0.69% | 159 | +940 | 0.22% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | Added to | 416,744 | 249,124 | 10.85% | 11.46% | 160 | +3,643 | 0.88% | Q1 2026 | May 08, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Added to | 414,930 | 247,941 | 15.29% | 15.3% | 161 | +11,770 | 2.92% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 410,162 | 245,092 | 1.32% | 1.36% | 162 | +12,678 | 3.19% | Q1 2026 | May 05, 2026 |
| INTRUST BANK NA | History | Added to | 408,135 | 243,881 | 19.87% | 16.14% | 163 | +97,369 | 31.33% | Q1 2026 | May 06, 2026 |
| AXIS CAPITAL HOLDINGS LTD | History | Reduced | 405,502 | 242,307 | 89.59% | 91.09% | 164 | -8,382 | -2.03% | Q1 2026 | Apr 29, 2026 |
| Lido Advisors, LLC | History | Reduced | 404,195 | 241,555 | 0.74% | 0.95% | 165 | -110,921 | -21.53% | Q1 2026 | May 13, 2026 |
| Sageworth Trust Co | History | Added to | 402,887 | 240,745 | 10.35% | 10.02% | 166 | +29,972 | 8.04% | Q1 2026 | Apr 29, 2026 |
| Savvy Advisors, Inc. | History | Added to | 398,130 | 237,902 | 6.35% | 6.61% | 167 | +72,055 | 22.1% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 397,380 | 237,454 | 0.68% | 0.63% | 168 | +22,150 | 5.9% | Q1 2026 | May 08, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | Added to | 396,713 | 237,056 | 0.19% | 0.14% | 169 | +112,638 | 39.65% | Q1 2026 | May 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 358,971 | 236,965 | 3.03% | 2.76% | 170 | +22,891 | 6.81% | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 395,174 | 236,136 | 3.64% | 5.88% | 171 | -67,113 | -14.52% | Q1 2026 | May 15, 2026 |
| Fusion Family Wealth, LLC | History | Added to | 393,826 | 235,330 | 17.57% | 18.1% | 172 | +13,048 | 3.43% | Q1 2026 | May 05, 2026 |
| Karpus Management, Inc. | History | Reduced | 392,872 | 234,760 | 7.32% | 8.15% | 173 | -30,036 | -7.1% | Q1 2026 | May 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 389,384 | 232,676 | 2.87% | 2.94% | 174 | +26,257 | 7.23% | Q1 2026 | May 08, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 388,153 | 231,940 | 0.24% | 0.25% | 175 | -11,041 | -2.77% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 386,585 | 231,004 | 0.57% | 0.57% | 176 | -9,197 | -2.32% | Q1 2026 | Apr 22, 2026 |
| LINCOLN NATIONAL CORP | History | Added to | 385,890 | 230,588 | 6.68% | 7.0% | 177 | +4,235 | 1.11% | Q1 2026 | May 04, 2026 |
| Betterment LLC | History | Added to | 382,432 | 228,522 | 0.43% | 0.37% | 178 | +69,911 | 22.37% | Q1 2026 | May 14, 2026 |
| Stephens Greth Foundation | History | Added to | 374,237 | 223,625 | 69.89% | 88.48% | 179 | +128,836 | 52.5% | Q1 2026 | May 08, 2026 |
| Fiera Capital Corp | History | Reduced | 368,608 | 220,261 | 0.75% | 0.96% | 180 | -113,329 | -23.52% | Q1 2026 | May 12, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 363,582 | 217,258 | 5.95% | 5.97% | 181 | -6,416 | -1.73% | Q1 2026 | Apr 27, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 363,479 | 217,197 | 22.88% | 23.29% | 182 | +5,954 | 1.67% | Q1 2026 | May 07, 2026 |
| Gleason Group, Inc. | History | Reduced | 354,998 | 212,128 | 21.01% | 22.17% | 183 | -5,594 | -1.55% | Q1 2026 | May 04, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 353,867 | 211,453 | 1.12% | 0.77% | 184 | +117,295 | 49.58% | Q1 2026 | May 15, 2026 |
| Powers Capital, LLC | History | No change | 350,822 | 209,633 | 99.1% | 99.07% | 185 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 349,162 | 208,642 | 2.37% | 2.64% | 186 | -23,488 | -6.3% | Q1 2026 | Apr 28, 2026 |
| Vanguard National Trust Co | History | New | 347,112 | 207,416 | 13.07% | — | 187 | +347,112 | New | Q1 2026 | May 08, 2026 |
| DAVENPORT & Co LLC | History | Added to | 346,582 | 207,099 | 1.13% | 1.11% | 188 | +13,983 | 4.2% | Q1 2026 | Apr 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 344,117 | 205,627 | 2.24% | 2.05% | 189 | +56,533 | 19.66% | Q1 2026 | Apr 20, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 342,870 | 204,882 | 17.85% | 17.73% | 190 | +7,284 | 2.17% | Q1 2026 | Apr 24, 2026 |
| WELCH CAPITAL PARTNERS LLC/NY | History | Reduced | 342,077 | 204,408 | 46.02% | 44.65% | 191 | -13,154 | -3.7% | Q1 2026 | May 07, 2026 |
| First American Financial Corp | History | Added to | 341,641 | 204,147 | 55.2% | 56.11% | 192 | +7,575 | 2.27% | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 341,435 | 204,044 | 1.56% | 1.64% | 193 | -4,043 | -1.17% | Q1 2026 | May 14, 2026 |
| AMG National Trust Bank | History | Added to | 341,293 | 203,939 | 4.42% | 4.67% | 194 | +24,849 | 7.85% | Q1 2026 | May 04, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 339,308 | 202,753 | 13.08% | 12.7% | 195 | +13,951 | 4.29% | Q1 2026 | Apr 27, 2026 |
| Trajan Wealth LLC | History | Reduced | 338,912 | 202,516 | 8.18% | 9.05% | 196 | -7,384 | -2.13% | Q1 2026 | May 13, 2026 |
| GeoWealth Management, LLC | History | Added to | 336,069 | 200,815 | 7.23% | 7.69% | 197 | +3,295 | 0.99% | Q1 2026 | May 13, 2026 |
| WIT, LLC | History | Reduced | 335,259 | 200,334 | 3.78% | 4.81% | 198 | -47,520 | -12.41% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Added to | 334,747 | 200,028 | 3.79% | 2.93% | 199 | +47,156 | 16.4% | Q1 2026 | Apr 22, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 328,683 | 196,404 | 1.28% | 1.54% | 200 | -53,953 | -14.1% | Q1 2026 | May 05, 2026 |
| Zhang Financial LLC | History | Added to | 326,411 | 195,046 | 6.74% | 7.27% | 201 | +15,550 | 5.0% | Q1 2026 | May 06, 2026 |
| Human Investing LLC | History | Added to | 317,962 | 189,997 | 27.67% | 28.08% | 202 | +878 | 0.28% | Q1 2026 | May 07, 2026 |
| Retirement Systems of Alabama | History | Reduced | 317,375 | 189,647 | 0.63% | 0.68% | 203 | -15,424 | -4.63% | Q1 2026 | Apr 24, 2026 |
| AE Wealth Management LLC | History | Reduced | 317,194 | 189,539 | 1.02% | 1.22% | 204 | -21,086 | -6.23% | Q1 2026 | May 13, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 315,926 | 188,781 | 8.71% | 9.06% | 205 | -7,499 | -2.32% | Q1 2026 | Apr 30, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 311,853 | 186,347 | 0.05% | 0.02% | 206 | +166,352 | 114.33% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 305,843 | 182,756 | 2.09% | 2.23% | 207 | -9,496 | -3.01% | Q1 2026 | Apr 20, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 279,403 | 182,701 | 4.08% | 4.16% | 208 | +13,140 | 4.93% | Q1 2026 | May 04, 2026 |
| &PARTNERS | History | Reduced | 303,739 | 181,329 | 0.9% | 1.0% | 209 | -296 | -0.1% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 300,100 | 179,324 | 0.84% | 0.87% | 210 | +5,720 | 1.94% | Q1 2026 | Apr 24, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 296,591 | 177,227 | 0.08% | 0.13% | 211 | -180,202 | -37.79% | Q1 2026 | May 18, 2026 |
| OP Asset Management Ltd | History | Added to | 293,158 | 175,176 | 2.15% | 1.63% | 212 | +73,668 | 33.56% | Q1 2026 | Apr 10, 2026 |
| American Trust | History | Added to | 290,703 | 173,709 | 15.35% | 15.25% | 213 | +1,463 | 0.51% | Q1 2026 | May 01, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 289,629 | 173,068 | 2.21% | 2.29% | 214 | +104 | 0.04% | Q1 2026 | May 15, 2026 |
| Glassman Wealth Services | History | Added to | 288,044 | 172,120 | 23.4% | 24.12% | 215 | +2,991 | 1.05% | Q1 2026 | May 04, 2026 |
| GoalVest Advisory LLC | History | Added to | 287,151 | 171,587 | 33.51% | 33.18% | 216 | +10,939 | 3.96% | Q1 2026 | Apr 13, 2026 |
| TLT Family Holdco ULC | History | No change | 285,650 | 170,690 | 23.57% | 19.67% | 217 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 285,132 | 170,384 | 0.61% | 0.63% | 218 | +23,977 | 9.18% | Q1 2026 | May 13, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 280,269 | 167,474 | 14.68% | 15.56% | 219 | -4,027 | -1.42% | Q1 2026 | May 12, 2026 |
| CHOREO, LLC | History | Added to | 279,939 | 167,276 | 2.05% | 2.06% | 220 | +23,787 | 9.29% | Q1 2026 | May 12, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 277,910 | 166,065 | 0.56% | 0.57% | 221 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hardy Reed LLC | History | Reduced | 277,678 | 165,926 | 12.1% | 12.57% | 222 | -3,468 | -1.23% | Q1 2026 | Apr 28, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 277,322 | 165,713 | 8.96% | 9.16% | 223 | +11,922 | 4.49% | Q1 2026 | May 06, 2026 |
| Gotham Asset Management, LLC | History | Added to | 276,774 | 165,386 | 0.51% | 0.41% | 224 | +96,178 | 53.26% | Q1 2026 | May 15, 2026 |
| Circle Wealth Management, LLC | History | Added to | 276,504 | 165,225 | 2.36% | 2.61% | 225 | +6,294 | 2.33% | Q1 2026 | May 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 275,452 | 164,596 | 0.91% | 4.1% | 226 | -1,584,448 | -85.19% | Q1 2026 | Apr 29, 2026 |
| Merit Financial Group, LLC | History | Reduced | 274,941 | 164,291 | 1.22% | 1.42% | 227 | -7,118 | -2.52% | Q1 2026 | Apr 15, 2026 |
| Permanent Capital Management, LP | History | Added to | 246,616 | 162,909 | 25.34% | 30.0% | 228 | +1,097 | 0.45% | Q1 2026 | May 14, 2026 |
| Fairfield University | History | Added to | 271,653 | 162,326 | 81.33% | 85.53% | 229 | +859 | 0.32% | Q1 2026 | May 11, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 2,450,569 | 162,160 | 2.57% | 0.38% | 230 | +2,224,298 | 983.02% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 269,580 | 161,087 | 0.03% | 0.39% | 231 | -3,289,689 | -92.43% | Q1 2026 | May 05, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 267,576 | 160,000 | 11.05% | 12.37% | 232 | +39,611 | 17.38% | Q1 2026 | May 18, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 265,319 | 158,541 | 0.96% | 1.02% | 233 | +658 | 0.25% | Q1 2026 | May 05, 2026 |
| Allen Investment Management, LLC | History | Reduced | 257,568 | 153,909 | 1.9% | 1.8% | 234 | -887 | -0.34% | Q1 2026 | May 07, 2026 |
| Atria Investments, Inc | History | Added to | 257,515 | 153,877 | 1.72% | 1.33% | 235 | +70,575 | 37.75% | Q1 2026 | May 05, 2026 |
| Opus Capital Group, LLC | History | Reduced | 257,282 | 153,739 | 16.53% | 17.6% | 236 | -1,762 | -0.68% | Q1 2026 | Apr 30, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 244,761 | 152,980 | 11.22% | 11.42% | 237 | +1,926 | 0.79% | Q1 2026 | Apr 13, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 255,244 | 152,521 | 3.28% | 3.41% | 238 | +27,287 | 11.97% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 255,244 | 152,521 | 2.84% | 2.94% | 239 | +27,287 | 11.97% | Q1 2026 | May 06, 2026 |
| TAIYO LIFE INSURANCE CO | History | Reduced | 255,100 | 152,435 | 16.82% | 15.57% | 240 | -35,000 | -12.06% | Q1 2026 | May 07, 2026 |
| Southern Farm Bureau Life Insurance | History | No change | 242,780 | 152,228 | 15.72% | 15.72% | 241 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Lutz Financial Services LLC | History | Reduced | 252,037 | 150,605 | 10.12% | 10.81% | 242 | -1,499 | -0.59% | Q1 2026 | May 04, 2026 |
| Bogart Wealth, LLC | History | Added to | 250,781 | 149,853 | 5.77% | 6.2% | 243 | +4,420 | 1.79% | Q1 2026 | Apr 28, 2026 |
| ALM First Financial Advisors, LLC | History | Added to | 278,997 | 146,161 | 26.22% | 28.35% | 244 | +17,909 | 6.86% | Q1 2026 | Apr 10, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 244,107 | 145,865 | 31.45% | 32.5% | 245 | +11,012 | 4.72% | Q1 2026 | Apr 13, 2026 |
| SENTRY INVESTMENT MANAGEMENT LLC | History | Added to | 243,898 | 145,741 | 100.0% | 0.31% | 246 | +243,137 | 31949.67% | Q1 2026 | May 07, 2026 |
| Savant Capital, LLC | History | Reduced | 242,136 | 144,688 | 0.7% | 0.92% | 247 | -15,055 | -5.85% | Q1 2026 | May 04, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 240,471 | 143,693 | 5.69% | 5.74% | 248 | -759 | -0.31% | Q1 2026 | May 01, 2026 |
| World Investment Advisors | History | Reduced | 239,969 | 143,393 | 2.31% | 2.72% | 249 | -27,506 | -10.28% | Q1 2026 | Apr 27, 2026 |
| Hirtle & Co., LLC | History | Added to | 238,838 | 142,717 | 4.89% | 5.08% | 250 | +782 | 0.33% | Q1 2026 | May 13, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 226,423 | 141,996 | 10.38% | 10.38% | 251 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 234,336 | 140,027 | 2.54% | 2.31% | 252 | +28,549 | 13.87% | Q1 2026 | Apr 10, 2026 |
| Clarius Group, LLC | History | No change | 222,141 | 139,311 | 7.95% | 7.95% | 253 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 233,070 | 139,270 | 0.07% | 0.02% | 254 | +149,729 | 179.66% | Q1 2026 | May 12, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 232,695 | 139,046 | 11.62% | 11.59% | 255 | +4,375 | 1.92% | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 229,422 | 137,091 | 1.34% | 1.78% | 256 | -60,554 | -20.88% | Q1 2026 | May 08, 2026 |
| William Marsh Rice University | History | Added to | 225,914 | 134,994 | 61.19% | 63.01% | 257 | +21,499 | 10.52% | Q1 2026 | May 11, 2026 |
| First Western Trust Bank | History | Reduced | 225,569 | 134,788 | 6.81% | 7.28% | 258 | -10,473 | -4.44% | Q1 2026 | May 12, 2026 |
| Steele Capital Management, Inc. | History | Added to | 223,899 | 133,791 | 5.54% | 5.89% | 259 | +4,942 | 2.26% | Q1 2026 | Apr 29, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 223,124 | 133,328 | 2.53% | 2.79% | 260 | -12,883 | -5.46% | Q1 2026 | May 01, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Reduced | 223,000 | 133,253 | 4.88% | 6.3% | 261 | -77,700 | -25.84% | Q1 2026 | May 06, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 220,542 | 131,784 | 6.97% | 7.21% | 262 | +2,652 | 1.22% | Q1 2026 | Apr 17, 2026 |
| AFBI LP | History | New | 219,490 | 131,156 | 100.0% | — | 263 | +219,490 | New | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 216,680 | 129,477 | 1.44% | 2.63% | 264 | -94,128 | -30.28% | Q1 2026 | May 15, 2026 |
| Yarbrough Capital, LLC | History | No change | 216,447 | 129,338 | 4.53% | 4.23% | 265 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CWM, LLC | History | Reduced | 214,486 | 128,166 | 0.34% | 0.38% | 266 | -6,279 | -2.84% | Q1 2026 | May 14, 2026 |
| Liberty Mutual Group Asset Management Inc. | History | Added to | 212,594 | 127,035 | 10.17% | 10.99% | 267 | +28,347 | 15.39% | Q1 2026 | May 15, 2026 |
| Charles Schwab Trust Co | History | Added to | 211,081 | 126,131 | 8.18% | 7.73% | 268 | +23,470 | 12.51% | Q1 2026 | Apr 10, 2026 |
| SEI INVESTMENTS CO | History | Added to | 210,845 | 125,990 | 0.12% | 0.11% | 269 | +30,184 | 16.71% | Q1 2026 | May 13, 2026 |
| Fund Evaluation Group, LLC | History | Reduced | 210,356 | 125,698 | 3.86% | 4.37% | 270 | -117 | -0.06% | Q1 2026 | May 08, 2026 |
| Banco Santander, S.A. | History | Reduced | 209,633 | 125,266 | 1.01% | 1.15% | 271 | -36,115 | -14.7% | Q1 2026 | May 08, 2026 |
| MAYPORT, LLC | History | Added to | 208,790 | 124,762 | 23.19% | 25.23% | 272 | +9,031 | 4.52% | Q1 2026 | Apr 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 208,079 | 124,337 | 0.07% | 0.07% | 273 | +4,484 | 2.2% | Q1 2026 | May 08, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 207,880 | 124,222 | 2.01% | 1.84% | 274 | +65,206 | 45.7% | Q1 2026 | Apr 21, 2026 |
| Silphium Asset Management Ltd | History | Added to | 206,920 | 123,645 | 46.84% | 39.88% | 275 | +56,920 | 37.95% | Q1 2026 | May 05, 2026 |
| American Family Investments, Inc. | History | Added to | 206,921 | 123,645 | 3.25% | 4.24% | 276 | +19,188 | 10.22% | Q1 2026 | May 14, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 204,826 | 122,393 | 0.55% | 0.55% | 277 | +4,228 | 2.11% | Q1 2026 | May 07, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 204,711 | 122,325 | 30.06% | 38.89% | 278 | -44,040 | -17.7% | Q1 2026 | Apr 03, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 203,535 | 121,622 | 1.41% | 1.57% | 279 | -2,196 | -1.07% | Q1 2026 | May 08, 2026 |
| RMR Wealth Builders | History | Added to | 202,306 | 120,887 | 9.52% | 9.42% | 280 | +14,648 | 7.81% | Q1 2026 | Apr 22, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 202,122 | 120,778 | 12.15% | 12.33% | 281 | +4,905 | 2.49% | Q1 2026 | May 11, 2026 |
| Wedmont Private Capital | History | Added to | 194,068 | 120,582 | 3.89% | 4.14% | 282 | +6,285 | 3.35% | Q1 2026 | Apr 09, 2026 |
| Ancora Advisors LLC | History | Added to | 201,763 | 120,563 | 2.56% | 2.61% | 283 | +12 | 0.01% | Q1 2026 | May 15, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 201,197 | 120,224 | 13.04% | 11.27% | 284 | +39,930 | 24.76% | Q1 2026 | Apr 24, 2026 |
| StoneX Group Inc. | History | Added to | 199,888 | 119,433 | 6.43% | 5.42% | 285 | +560 | 0.28% | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 198,432 | 118,572 | 1.41% | 1.54% | 286 | -18,654 | -8.59% | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 197,734 | 118,156 | 2.37% | 2.07% | 287 | +35,772 | 22.09% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 197,683 | 118,125 | 0.88% | 0.98% | 288 | +4,319 | 2.23% | Q1 2026 | May 15, 2026 |
| Performa Ltd (US), LLC | History | Added to | 197,430 | 117,974 | 26.69% | 30.24% | 289 | +7,417 | 3.9% | Q1 2026 | May 06, 2026 |
| HB Wealth Management, LLC | History | Added to | 196,976 | 117,703 | 0.76% | 0.79% | 290 | +3,108 | 1.6% | Q1 2026 | Apr 27, 2026 |
| Amtrust Financial Services, Inc. | History | No change | 196,400 | 117,358 | 39.15% | 39.02% | 291 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Affiance Financial, LLC | History | Reduced | 194,643 | 116,309 | 18.85% | 19.96% | 292 | -3,257 | -1.65% | Q1 2026 | Apr 14, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Added to | 193,200 | 115,446 | 11.16% | 8.58% | 293 | +24,769 | 14.71% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 192,346 | 114,897 | 0.06% | 0.07% | 294 | -4,836 | -2.45% | Q1 2026 | Apr 30, 2026 |
| Caprock Group, LLC | History | Reduced | 191,896 | 114,667 | 2.78% | 2.68% | 295 | -10,051 | -4.98% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 191,231 | 114,269 | 0.91% | 0.59% | 296 | +112,457 | 142.76% | Q1 2026 | May 15, 2026 |
| Sepio Capital, LP | History | Added to | 189,906 | 113,478 | 6.16% | 6.17% | 297 | +10,047 | 5.59% | Q1 2026 | May 13, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 189,287 | 113,108 | 1.93% | 1.91% | 298 | +2,278 | 1.22% | Q1 2026 | May 04, 2026 |
| Crane Advisory, LLC | History | Reduced | 172,623 | 111,317 | 16.66% | 16.83% | 299 | -1,458 | -0.84% | Q1 2026 | Apr 20, 2026 |
| COMMERCE BANK | History | Added to | 185,617 | 110,915 | 0.54% | 0.39% | 300 | +72,418 | 63.97% | Q1 2026 | May 11, 2026 |
| Redwood Investment Management, LLC | History | Added to | 185,300 | 110,726 | 13.75% | 12.12% | 301 | +13,360 | 7.77% | Q1 2026 | May 14, 2026 |
| RFG HOLDINGS, INC. | History | Added to | 183,925 | 109,904 | 27.69% | 28.39% | 302 | +3,321 | 1.84% | Q1 2026 | Apr 16, 2026 |
| Equitable Holdings, Inc. | History | Added to | 367,224 | 109,292 | 0.7% | 1.3% | 303 | +64,735 | 21.4% | Q1 2026 | May 15, 2026 |
| ASPIRIANT, LLC | History | Added to | 181,129 | 108,234 | 3.08% | 3.25% | 304 | +959 | 0.53% | Q1 2026 | May 12, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 180,665 | 107,956 | 15.1% | 15.77% | 305 | +4,555 | 2.59% | Q1 2026 | Apr 29, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 180,299 | 107,737 | 1.75% | 2.03% | 306 | -6,554 | -3.51% | Q1 2026 | Apr 22, 2026 |
| Arkos Global Advisors | History | Added to | 179,883 | 107,489 | 13.49% | 14.3% | 307 | +1,400 | 0.78% | Q1 2026 | May 13, 2026 |
| Callan Family Office, LLC | History | Reduced | 179,714 | 107,387 | 2.44% | 2.46% | 308 | -2,954 | -1.62% | Q1 2026 | May 13, 2026 |
| OneAscent Financial Services LLC | History | Added to | 179,503 | 107,262 | 5.81% | 1.43% | 309 | +154,667 | 622.75% | Q1 2026 | Apr 21, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 178,783 | 106,831 | 1.53% | 1.63% | 310 | +16,792 | 10.37% | Q1 2026 | Apr 10, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 178,473 | 106,646 | 1.92% | 2.01% | 311 | +6,936 | 4.04% | Q1 2026 | May 14, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Added to | 178,094 | 106,420 | 12.42% | 11.79% | 312 | +3,736 | 2.14% | Q1 2026 | May 15, 2026 |
| Proficio Capital Partners LLC | History | Added to | 177,765 | 105,632 | 5.64% | 5.81% | 313 | +45,780 | 34.69% | Q1 2026 | May 14, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 176,697 | 105,585 | 16.27% | 14.61% | 314 | +9,521 | 5.7% | Q1 2026 | May 06, 2026 |
| WASHINGTON TRUST Co | History | Added to | 176,417 | 105,417 | 3.56% | 3.47% | 315 | +7,027 | 4.15% | Q1 2026 | Apr 06, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 432,004 | 104,189 | 4.82% | 1.37% | 316 | -169,447 | -28.17% | Q1 2026 | May 15, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 174,352 | 104,184 | 9.02% | — | 317 | +174,352 | New | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Added to | 174,278 | 104,139 | 0.59% | 0.52% | 318 | +30,366 | 21.1% | Q1 2026 | May 15, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 169,680 | 101,392 | 7.66% | 6.99% | 319 | +28,127 | 19.87% | Q1 2026 | Apr 27, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 168,486 | 100,679 | 18.17% | 19.37% | 320 | +5,635 | 3.46% | Q1 2026 | Apr 13, 2026 |
| COMERICA BANK | History | No change | 159,051 | 99,745 | 0.4% | 0.4% | 321 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| One Day In July LLC | History | Reduced | 165,564 | 98,932 | 7.92% | 8.54% | 322 | -141 | -0.09% | Q1 2026 | May 05, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 164,274 | 98,162 | 5.34% | 5.63% | 323 | +1,586 | 0.97% | Q1 2026 | May 06, 2026 |
| Ironclad Investments LLC | History | No change | 164,258 | 98,152 | 48.13% | 48.15% | 324 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 163,970 | 97,980 | 1.34% | 1.24% | 325 | +26,903 | 19.63% | Q1 2026 | May 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 163,884 | 97,929 | 0.54% | 0.53% | 326 | +21,780 | 15.33% | Q1 2026 | May 15, 2026 |
| Keewaydin Investments LLC | History | Reduced | 163,125 | 97,475 | 30.75% | 34.0% | 327 | -40,665 | -19.95% | Q1 2026 | May 15, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 163,083 | 97,450 | 3.67% | 4.28% | 328 | -19,865 | -10.86% | Q1 2026 | May 12, 2026 |
| Advisor OS, LLC | History | Reduced | 162,438 | 97,064 | 7.03% | 8.77% | 329 | -11,225 | -6.46% | Q1 2026 | May 07, 2026 |
| Efficient Advisors, LLC | History | Reduced | 162,324 | 96,996 | 6.89% | 6.56% | 330 | -16,952 | -9.46% | Q1 2026 | Apr 29, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 162,275 | 96,967 | 1.37% | 1.21% | 331 | +14,335 | 9.69% | Q1 2026 | Apr 30, 2026 |
| Summit Financial, LLC | History | Added to | 161,978 | 96,789 | 1.23% | 1.43% | 332 | +6,504 | 4.18% | Q1 2026 | May 15, 2026 |
| Empire Life Investments Inc. | History | Added to | 159,363 | 95,984 | 5.83% | 5.44% | 333 | +5,314 | 3.45% | Q1 2026 | May 11, 2026 |
| Bridgewater Associates, LP | History | Added to | 158,628 | 94,788 | 0.42% | 0.08% | 334 | +122,118 | 334.48% | Q1 2026 | May 15, 2026 |
| Obermeyer Wealth Partners | History | Added to | 158,002 | 94,413 | 4.35% | 4.46% | 335 | +2,505 | 1.61% | Q1 2026 | Apr 20, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 157,877 | 94,339 | 1.94% | 2.02% | 336 | +149 | 0.09% | Q1 2026 | May 14, 2026 |
| CJM Wealth Advisers, Ltd. | History | Reduced | 157,657 | 94,207 | 28.69% | 30.52% | 337 | -5,038 | -3.1% | Q1 2026 | Apr 13, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 157,644 | 94,200 | 14.89% | 15.36% | 338 | +1,393 | 0.89% | Q1 2026 | Apr 29, 2026 |
| LM Advisors LLC | History | Reduced | 56,117 | 93,918 | 1.48% | 1.63% | 339 | -782 | -1.37% | Q1 2026 | May 13, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 156,400 | 93,456 | 0.17% | 0.17% | 340 | +58 | 0.04% | Q1 2026 | May 13, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 156,074 | 93,261 | 4.2% | 7.15% | 341 | -100,857 | -39.25% | Q1 2026 | Apr 21, 2026 |
| CoreCap Advisors, LLC | History | Added to | 155,661 | 93,015 | 3.17% | 2.75% | 342 | +30,202 | 24.07% | Q1 2026 | Apr 07, 2026 |
| BANK HAPOALIM BM | History | Reduced | 154,934 | 92,581 | 14.2% | 11.04% | 343 | -47,799 | -23.58% | Q1 2026 | May 04, 2026 |
| WestHill Financial Advisors, Inc. | History | Added to | 154,531 | 92,339 | 17.66% | 18.12% | 344 | +2,443 | 1.61% | Q1 2026 | Apr 09, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 154,261 | 92,178 | 6.27% | 6.31% | 345 | +8,175 | 5.6% | Q1 2026 | May 14, 2026 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | History | New | 152,670 | 91,227 | 38.1% | — | 346 | +152,670 | New | Q1 2026 | May 05, 2026 |
| Trevian Wealth Management LLC | History | Added to | 151,783 | 90,699 | 44.76% | 43.14% | 347 | +6,807 | 4.7% | Q1 2026 | Apr 21, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 150,934 | 90,190 | 4.13% | 4.11% | 348 | +935 | 0.62% | Q1 2026 | May 06, 2026 |
| Bell Bank | History | Reduced | 148,629 | 88,813 | 3.77% | 4.0% | 349 | -460 | -0.31% | Q1 2026 | Apr 23, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 148,562 | 88,773 | 0.7% | 0.64% | 350 | +5,397 | 3.77% | Q1 2026 | May 11, 2026 |
| Cambridge Advisors Inc. | History | Added to | 147,776 | 88,303 | 17.14% | 17.24% | 351 | +3,402 | 2.36% | Q1 2026 | Apr 16, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 147,612 | 88,205 | 2.77% | 2.66% | 352 | +14,644 | 11.01% | Q1 2026 | May 11, 2026 |
| Stordahl Capital Management, Inc. | History | Added to | 146,988 | 87,832 | 18.09% | 18.7% | 353 | +2,099 | 1.45% | Q1 2026 | Apr 15, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 145,769 | 87,104 | 8.27% | 8.07% | 354 | +5,595 | 3.99% | Q1 2026 | Apr 27, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 144,765 | 86,504 | 0.36% | 0.41% | 355 | -17,741 | -10.92% | Q1 2026 | May 13, 2026 |
| CFO4Life Group, LLC | History | Added to | 144,500 | 86,345 | 13.16% | 12.82% | 356 | +1,121 | 0.78% | Q1 2026 | May 11, 2026 |
| Brio Consultants, LLC | History | Reduced | 128,106 | 85,229 | 10.42% | 10.68% | 357 | -2,908 | -2.22% | Q1 2026 | May 06, 2026 |
| Brookstone Capital Management | History | Added to | 141,400 | 84,493 | 0.97% | 0.96% | 358 | +7,595 | 5.68% | Q1 2026 | Apr 16, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 139,742 | 83,502 | 7.91% | 8.39% | 359 | -2,962 | -2.08% | Q1 2026 | Apr 17, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 139,259 | 83,214 | 1.93% | 3.9% | 360 | +10,186 | 7.89% | Q1 2026 | Apr 27, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 138,703 | 82,881 | 19.35% | 21.33% | 361 | -662 | -0.48% | Q1 2026 | Apr 24, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 137,866 | 82,382 | 13.98% | 14.95% | 362 | +2,240 | 1.65% | Q1 2026 | May 01, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 136,997 | 81,862 | 9.94% | 11.79% | 363 | -13,354 | -8.88% | Q1 2026 | May 05, 2026 |
| Midwest Trust Co | History | Reduced | 136,630 | 81,643 | 1.02% | 1.19% | 364 | -15,500 | -10.19% | Q1 2026 | May 01, 2026 |
| Kinsale Capital Group, Inc. | History | Added to | 132,801 | 79,355 | 12.72% | 12.64% | 365 | +11,422 | 9.41% | Q1 2026 | May 06, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 132,217 | 79,006 | 4.8% | 1.11% | 366 | -608,394 | -82.15% | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 130,723 | 78,113 | 0.39% | 0.38% | 367 | +19,574 | 17.61% | Q1 2026 | May 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 130,673 | 78,083 | 1.07% | 1.34% | 368 | -18,692 | -12.51% | Q1 2026 | Apr 08, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 119,306 | 78,053 | 1.39% | 1.25% | 369 | +77,447 | 185.02% | Q1 2026 | May 01, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 130,110 | 77,747 | 1.31% | 1.27% | 370 | +2,878 | 2.26% | Q1 2026 | May 13, 2026 |
| Standard Family Office LLC | History | Added to | 128,996 | 77,081 | 79.65% | 84.86% | 371 | +1,610 | 1.26% | Q1 2026 | May 14, 2026 |
| Fortune 45 LLC | History | Reduced | 128,772 | 76,947 | 37.47% | 40.03% | 372 | -4,447 | -3.34% | Q1 2026 | Apr 28, 2026 |
| Fidato Wealth LLC | History | Added to | 127,416 | 76,137 | 49.43% | 50.4% | 373 | +1,595 | 1.27% | Q1 2026 | May 07, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 121,034 | 75,597 | 15.33% | 16.63% | 374 | +1,336 | 1.12% | Q1 2026 | Apr 15, 2026 |
| Francis Financial, Inc. | History | Reduced | 125,749 | 75,141 | 13.93% | 15.44% | 375 | -315 | -0.25% | Q1 2026 | May 07, 2026 |
| AmeriServ Wealth Advisors | History | Reduced | 125,540 | 75,016 | 47.88% | 47.13% | 376 | -3,722 | -2.88% | Q1 2026 | May 13, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 125,464 | 74,971 | 1.18% | 1.0% | 377 | +16,815 | 15.48% | Q1 2026 | May 15, 2026 |
| Marex Group plc | History | Added to | 125,442 | 74,957 | 0.47% | 0.32% | 378 | +45,091 | 56.12% | Q1 2026 | May 13, 2026 |
| MA Private Wealth | History | Added to | 125,012 | 74,700 | 12.63% | 12.79% | 379 | +2,803 | 2.29% | Q1 2026 | May 07, 2026 |
| Grove Bank & Trust | History | Added to | 124,191 | 74,210 | 8.39% | 8.57% | 380 | +2,687 | 2.21% | Q1 2026 | Apr 08, 2026 |
| Summit Wealth Group, LLC | History | Added to | 123,268 | 73,658 | 16.9% | 17.73% | 381 | +2,210 | 1.83% | Q1 2026 | May 04, 2026 |
| Oldfather Financial Services, LLC | History | No change | 117,397 | 73,622 | 21.92% | 21.92% | 382 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Trust Co of Tennessee | History | Added to | 123,091 | 73,552 | 13.7% | 15.19% | 383 | +1,169 | 0.96% | Q1 2026 | Apr 09, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | Reduced | 111,614 | 72,690 | 17.32% | 17.85% | 384 | -1,380 | -1.22% | Q1 2026 | Apr 24, 2026 |
| West Financial Advisors, LLC | History | Reduced | 121,611 | 72,668 | 12.34% | 15.82% | 385 | -27,908 | -18.67% | Q1 2026 | Apr 08, 2026 |
| MCMORGAN & CO LLC | History | Added to | 121,370 | 72,525 | 11.73% | 0.58% | 386 | +115,755 | 2061.53% | Q1 2026 | May 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 120,886 | 72,235 | 1.68% | 1.65% | 387 | +13,479 | 12.55% | Q1 2026 | May 04, 2026 |
| OFS Enterprise LLC | History | New | 120,304 | 71,887 | 21.13% | — | 388 | +120,304 | New | Q1 2026 | Apr 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 120,234 | 71,872 | 0.06% | 0.06% | 389 | +15,420 | 14.71% | Q1 2026 | May 14, 2026 |
| Privium Fund Management (UK) Ltd | History | New | 122,940 | 71,669 | 36.31% | — | 390 | +122,940 | New | Q1 2026 | May 05, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 109,218 | 71,454 | 21.17% | 23.59% | 391 | -9,498 | -8.0% | Q1 2026 | Apr 30, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Added to | 119,367 | 71,327 | 6.53% | 6.92% | 392 | +4,451 | 3.87% | Q1 2026 | Apr 23, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 118,344 | 70,716 | 7.84% | 8.5% | 393 | -2,484 | -2.06% | Q1 2026 | May 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 116,749 | 69,763 | 2.24% | 1.25% | 394 | +1,925 | 1.68% | Q1 2026 | Apr 29, 2026 |
| Allworth Financial LP | History | Added to | 115,757 | 69,170 | 0.28% | 0.28% | 395 | +5,465 | 4.96% | Q1 2026 | May 14, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 115,634 | 69,037 | 24.11% | 23.87% | 396 | +643 | 0.56% | Q1 2026 | Apr 20, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 115,393 | 68,953 | 1.65% | 1.49% | 397 | +8,770 | 8.23% | Q1 2026 | May 08, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Added to | 114,956 | 68,691 | 2.84% | 2.77% | 398 | +2,032 | 1.8% | Q1 2026 | Apr 21, 2026 |
| Ciovacco Capital Management LLC | History | Reduced | 114,867 | 68,638 | 40.02% | 37.32% | 399 | -3,943 | -3.32% | Q1 2026 | May 11, 2026 |
| TSG Advice Partners, LLC | History | Reduced | 114,619 | 68,490 | 10.26% | 37.82% | 400 | -280,444 | -70.99% | Q1 2026 | Apr 24, 2026 |
| AlphaCore Capital LLC | History | Added to | 114,254 | 68,272 | 1.62% | 1.3% | 401 | +21,446 | 23.11% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Added to | 114,238 | 68,263 | 0.95% | 0.91% | 402 | +11,444 | 11.13% | Q1 2026 | May 14, 2026 |
| David Kennon Inc | History | Added to | 113,381 | 67,751 | 24.29% | 24.91% | 403 | +1,620 | 1.45% | Q1 2026 | Apr 28, 2026 |
| SoundView Advisors Inc. | History | Reduced | 113,045 | 67,550 | 24.04% | 25.59% | 404 | -3,903 | -3.34% | Q1 2026 | May 01, 2026 |
| CERTUITY, LLC | History | Reduced | 112,485 | 67,215 | 4.41% | 4.46% | 405 | -530 | -0.47% | Q1 2026 | May 11, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 111,264 | 66,485 | 0.83% | 0.89% | 406 | -2,630 | -2.31% | Q1 2026 | Apr 28, 2026 |
| Stephens Consulting, LLC | History | No change | 105,780 | 66,337 | 21.44% | 21.44% | 407 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 110,668 | 66,129 | 12.81% | 13.23% | 408 | +1,594 | 1.46% | Q1 2026 | May 05, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 110,682 | 66,123 | 3.44% | 3.31% | 409 | +9,369 | 9.25% | Q1 2026 | May 15, 2026 |
| Standpoint Asset Management, LLC | History | Reduced | 110,600 | 66,089 | 16.03% | 16.42% | 410 | -4,000 | -3.49% | Q1 2026 | Apr 16, 2026 |
| CENTRAL TRUST Co | History | Added to | 110,474 | 66,013 | 1.3% | 1.18% | 411 | +14,263 | 14.82% | Q1 2026 | Apr 17, 2026 |
| BIP Wealth, LLC | History | Reduced | 109,676 | 65,536 | 2.67% | 5.57% | 412 | -141,952 | -56.41% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 109,057 | 65,167 | 4.22% | 4.48% | 413 | -235 | -0.22% | Q1 2026 | Apr 15, 2026 |
| AJ Advisors, LLC | History | Added to | 108,898 | 65,072 | 24.14% | 24.18% | 414 | +4,446 | 4.26% | Q1 2026 | Apr 22, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Added to | 108,455 | 64,807 | 39.03% | 38.47% | 415 | +11,108 | 11.41% | Q1 2026 | May 05, 2026 |
| TradeWell Securities, LLC. | History | Added to | 107,703 | 64,308 | 27.11% | 25.56% | 416 | +2,983 | 2.85% | Q1 2026 | Apr 13, 2026 |
| Rathbones Group PLC | History | Added to | 107,280 | 64,105 | 0.27% | 0.25% | 417 | +5,085 | 4.98% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 107,272 | 64,100 | 1.37% | 1.27% | 418 | +12,824 | 13.58% | Q1 2026 | May 01, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Added to | 107,215 | 64,066 | 8.15% | 7.85% | 419 | +11,460 | 11.97% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 107,097 | 63,995 | 0.79% | 0.8% | 420 | +4,075 | 3.96% | Q1 2026 | Apr 20, 2026 |
| Crestmont Private Wealth LLC | History | Added to | 106,989 | 63,931 | 20.15% | 20.09% | 421 | +8,428 | 8.55% | Q1 2026 | May 08, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 105,587 | 63,093 | 6.01% | 6.2% | 422 | +2,883 | 2.81% | Q1 2026 | Apr 09, 2026 |
| BRIGHTON SECURITIES CORP. | History | Reduced | 104,677 | 62,549 | 30.13% | 32.85% | 423 | -1,459 | -1.37% | Q1 2026 | Apr 29, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Added to | 104,431 | 62,402 | 15.16% | 15.47% | 424 | +1,337 | 1.3% | Q1 2026 | May 13, 2026 |
| Lansing Street Advisors | History | Reduced | 104,318 | 62,335 | 15.7% | 17.93% | 425 | -7,628 | -6.81% | Q1 2026 | Apr 28, 2026 |
| Elm Partners Management LLC | History | Reduced | 106,752 | 62,015 | 2.69% | 3.43% | 426 | -13,682 | -11.36% | Q1 2026 | May 13, 2026 |
| IFG Advisors, LLC | History | Added to | 103,300 | 61,726 | 10.11% | 9.72% | 428 | +10,204 | 10.96% | Q1 2026 | Apr 09, 2026 |
| Progeny 3, Inc. | History | No change | 103,300 | 61,726 | 3.3% | 3.49% | 427 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Summitas Investment Management LLC | History | New | 102,896 | 61,485 | 48.21% | — | 429 | +102,896 | New | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 102,817 | 61,438 | 1.96% | 2.42% | 430 | -13,466 | -11.58% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | Reduced | 106,274 | 61,265 | 14.44% | 18.39% | 431 | -13,613 | -11.35% | Q1 2026 | May 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 102,314 | 61,137 | 1.19% | 1.84% | 432 | -47,030 | -31.49% | Q1 2026 | Apr 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 102,303 | 61,131 | 3.38% | 3.43% | 433 | +4,778 | 4.9% | Q1 2026 | Apr 30, 2026 |
| Fiduciary Group, LLC | History | Added to | 101,946 | 60,917 | 5.2% | 5.06% | 434 | +5,821 | 6.06% | Q1 2026 | May 11, 2026 |
| Sierra Capital LLC | History | Reduced | 101,238 | 60,495 | 6.59% | 6.91% | 435 | -2,945 | -2.83% | Q1 2026 | May 15, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 99,725 | 59,590 | 5.74% | 5.95% | 436 | -2,286 | -2.24% | Q1 2026 | May 04, 2026 |
| Jasper Ridge Partners, L.P. | History | Reduced | 99,671 | 59,558 | 1.33% | 1.39% | 437 | -697 | -0.69% | Q1 2026 | May 11, 2026 |
| Rolek Wealth Management LLC | History | Added to | 99,667 | 59,555 | 42.72% | 41.52% | 438 | +3,096 | 3.21% | Q1 2026 | Apr 22, 2026 |
| Independent Advisor Alliance | History | Added to | 99,491 | 59,450 | 0.64% | 0.03% | 439 | +97,478 | 4842.42% | Q1 2026 | May 12, 2026 |
| Tenon Financial LLC | History | Added to | 99,412 | 59,403 | 23.34% | 24.76% | 440 | +5,736 | 6.12% | Q1 2026 | Apr 21, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 99,289 | 59,330 | 3.74% | 3.76% | 441 | +2,805 | 2.91% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 99,231 | 59,295 | 0.72% | 0.83% | 442 | +6,492 | 7.0% | Q1 2026 | Apr 23, 2026 |
| SOL Capital Management CO | History | Added to | 115,143 | 59,108 | 28.69% | 1.53% | 443 | +87,910 | 322.81% | Q1 2026 | Apr 24, 2026 |
| Twele Capital Management, Inc. | History | Added to | 98,770 | 59,020 | 10.52% | 10.79% | 444 | +2,490 | 2.59% | Q1 2026 | Apr 07, 2026 |
| Roundview Capital LLC | History | Added to | 98,347 | 58,767 | 3.66% | 3.75% | 445 | +1,206 | 1.24% | Q1 2026 | May 08, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Added to | 97,011 | 57,968 | 23.48% | 25.01% | 446 | +4,376 | 4.72% | Q1 2026 | Apr 28, 2026 |
| Simplicity Wealth,LLC | History | Added to | 96,791 | 57,837 | 3.28% | 3.55% | 447 | +1,742 | 1.83% | Q1 2026 | Apr 30, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 95,488 | 57,058 | 15.28% | 17.55% | 448 | +22,365 | 30.59% | Q1 2026 | Apr 29, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 95,319 | 56,957 | 0.02% | 0.02% | 449 | -3,115 | -3.16% | Q1 2026 | May 06, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 95,230 | 56,904 | 2.11% | 2.12% | 450 | +5,775 | 6.46% | Q1 2026 | May 14, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 95,210 | 56,892 | 29.22% | 31.15% | 451 | +1,877 | 2.01% | Q1 2026 | Apr 21, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | Reduced | 94,300 | 56,348 | 6.62% | 9.82% | 452 | -153,079 | -61.88% | Q1 2026 | May 13, 2026 |
| Karnit Road Accident Victims Compensation Fund | History | No change | 94,007 | 56,173 | 32.96% | 33.32% | 453 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 92,418 | 55,974 | 3.38% | 3.56% | 454 | -1,289 | -1.38% | Q1 2026 | Apr 07, 2026 |
| Safir Wealth Advisors, LLC | History | Reduced | 93,331 | 55,769 | 40.34% | 41.25% | 455 | -471 | -0.5% | Q1 2026 | Apr 08, 2026 |
| Pioneer Family Office, LLC | History | Added to | 92,328 | 55,170 | 35.44% | 33.78% | 456 | +12,610 | 15.82% | Q1 2026 | May 13, 2026 |
| Level Financial Advisors | History | Added to | 91,816 | 54,864 | 13.99% | 15.04% | 457 | +1,128 | 1.24% | Q1 2026 | Apr 10, 2026 |
| Optas, LLC | History | Added to | 91,770 | 54,840 | 8.3% | 8.89% | 458 | +1,148 | 1.27% | Q1 2026 | Apr 24, 2026 |
| 3Chopt Investment Partners, LLC | History | Added to | 91,667 | 54,775 | 12.53% | 11.94% | 459 | +6,656 | 7.83% | Q1 2026 | Apr 23, 2026 |
| Kearns & Associates LLC | History | Reduced | 90,698 | 54,196 | 29.16% | 29.46% | 460 | -239 | -0.26% | Q1 2026 | Apr 20, 2026 |
| PRUDENTIAL PLC | History | Reduced | 90,532 | 54,097 | 0.32% | 0.56% | 461 | -22,660 | -20.02% | Q1 2026 | May 13, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 90,386 | 54,010 | 1.64% | 1.63% | 462 | +2,504 | 2.85% | Q1 2026 | May 13, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 90,015 | 53,953 | 1.99% | 4.93% | 463 | +40,986 | 83.6% | Q1 2026 | May 14, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 79,279 | 53,754 | 1.07% | 1.14% | 464 | +1,405 | 1.8% | Q1 2026 | May 11, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 89,893 | 53,715 | 4.26% | 2.56% | 465 | +47,000 | 109.57% | Q1 2026 | Apr 16, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 89,882 | 53,708 | 13.67% | 16.38% | 466 | -1,492 | -1.63% | Q1 2026 | Apr 16, 2026 |
| EMC Capital Management | History | No change | 84,254 | 53,584 | 23.8% | 23.8% | 467 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| Souders Financial Advisors | History | Reduced | 89,639 | 53,563 | 6.11% | 6.65% | 468 | -2,973 | -3.21% | Q1 2026 | May 04, 2026 |
| Apella Capital, LLC | History | Added to | 81,788 | 53,389 | 0.79% | 0.79% | 469 | +17,738 | 27.69% | Q1 2026 | Apr 20, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 81,617 | 53,177 | 14.02% | 14.5% | 470 | -108 | -0.13% | Q1 2026 | Apr 21, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 87,668 | 52,386 | 0.36% | 0.42% | 471 | -43,776 | -33.3% | Q1 2026 | May 07, 2026 |
| Advanced Asset Management Advisors Inc | History | Added to | 87,577 | 52,331 | 14.46% | 14.98% | 472 | +106 | 0.12% | Q1 2026 | Apr 24, 2026 |
| Innovative Wealth Building LLC | History | Added to | 86,739 | 51,830 | 36.46% | 37.07% | 473 | +5,646 | 6.96% | Q1 2026 | May 01, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | Added to | 86,475 | 51,672 | 22.66% | 19.25% | 474 | +20,554 | 31.18% | Q1 2026 | Apr 10, 2026 |
| STEPH & CO | History | Added to | 85,810 | 51,275 | 14.63% | 13.7% | 475 | +10,038 | 13.25% | Q1 2026 | Apr 17, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 85,588 | 51,201 | 6.42% | 8.79% | 476 | +11,782 | 15.96% | Q1 2026 | May 18, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 84,647 | 50,965 | 0.15% | 0.37% | 477 | -9,700 | -10.28% | Q1 2026 | May 12, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 85,192 | 50,906 | 7.51% | 7.83% | 478 | -100 | -0.12% | Q1 2026 | Apr 21, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 85,121 | 50,864 | 8.88% | 9.26% | 479 | +1,157 | 1.38% | Q1 2026 | Apr 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 84,978 | 50,778 | 0.63% | 0.66% | 480 | +4,127 | 5.1% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 80,877 | 50,720 | 0.9% | 0.9% | 481 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 84,557 | 50,526 | 5.33% | 5.65% | 482 | +1,580 | 1.9% | Q1 2026 | May 04, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 83,846 | 50,102 | 21.18% | 21.71% | 483 | +2,214 | 2.71% | Q1 2026 | Apr 20, 2026 |
| AlTi Global, Inc. | History | Reduced | 83,705 | 50,018 | 1.09% | 1.14% | 484 | -1,154 | -1.36% | Q1 2026 | May 07, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 83,586 | 49,946 | 4.81% | 4.86% | 485 | +31 | 0.04% | Q1 2026 | May 06, 2026 |
| Taikang Asset Management (Hong Kong) Co Ltd | History | No change | 83,414 | 49,844 | 4.96% | 5.17% | 486 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 82,816 | 49,486 | 1.15% | 1.24% | 487 | +1,223 | 1.5% | Q1 2026 | May 15, 2026 |
| Fiduciary Wealth Partners, LLC | History | Reduced | 81,990 | 48,993 | 32.06% | 30.96% | 488 | -38,391 | -31.89% | Q1 2026 | May 06, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 81,746 | 48,847 | 3.42% | 2.75% | 489 | -1,090 | -1.32% | Q1 2026 | May 11, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 81,582 | 48,749 | 7.19% | 7.4% | 490 | +410 | 0.51% | Q1 2026 | Apr 24, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 81,521 | 48,712 | 3.17% | 3.39% | 491 | -86 | -0.11% | Q1 2026 | May 07, 2026 |
| BCS Wealth Management | History | Reduced | 81,087 | 48,452 | 9.89% | 9.62% | 492 | -70,728 | -46.59% | Q1 2026 | Apr 17, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 80,668 | 48,203 | 26.69% | 0.37% | 493 | +79,659 | 7894.85% | Q1 2026 | May 05, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 80,412 | 48,049 | 0.27% | 0.27% | 494 | -990 | -1.22% | Q1 2026 | Apr 22, 2026 |
| Sigma Planning Corp | History | Reduced | 80,249 | 47,953 | 1.33% | 1.39% | 495 | -370 | -0.46% | Q1 2026 | May 04, 2026 |
| Curated Wealth Partners LLC | History | Added to | 80,142 | 47,889 | 6.03% | 4.77% | 496 | +9,757 | 13.86% | Q1 2026 | Apr 09, 2026 |
| FULTON BANK, N.A. | History | Added to | 79,943 | 47,769 | 1.68% | 1.59% | 497 | +6,786 | 9.28% | Q1 2026 | Apr 24, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 79,787 | 47,676 | 0.49% | 0.46% | 498 | +13,374 | 20.14% | Q1 2026 | Apr 27, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 79,715 | 47,634 | 3.17% | 2.43% | 499 | +18,709 | 30.67% | Q1 2026 | May 13, 2026 |
| Resolute Advisors LLC | History | Reduced | 79,566 | 47,544 | 19.66% | 16.97% | 500 | -3,413 | -4.11% | Q1 2026 | May 07, 2026 |
| TrueWealth Financial Partners | History | New | 79,356 | 47,419 | 18.9% | — | 501 | +79,356 | New | Q1 2026 | May 20, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 78,669 | 47,008 | 0.4% | 0.94% | 502 | -126,437 | -61.64% | Q1 2026 | May 13, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 78,512 | 46,914 | 5.69% | 6.38% | 503 | -10,717 | -12.01% | Q1 2026 | May 14, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 78,457 | 46,881 | 0.55% | 0.57% | 504 | -1,347 | -1.69% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 77,778 | 46,873 | 4.19% | 4.52% | 505 | -3,118 | -3.85% | Q1 2026 | May 11, 2026 |
| ForthRight Wealth Management, LLC | History | Reduced | 78,422 | 46,861 | 13.29% | 14.23% | 506 | -491 | -0.62% | Q1 2026 | May 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 78,354 | 46,820 | 0.51% | 0.6% | 507 | -8,615 | -9.91% | Q1 2026 | May 13, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 78,206 | 46,732 | 3.45% | 3.96% | 508 | -7,152 | -8.38% | Q1 2026 | Apr 22, 2026 |
| GREENLEAF TRUST | History | Reduced | 78,042 | 46,633 | 0.46% | 0.45% | 509 | -312 | -0.4% | Q1 2026 | Apr 27, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 77,408 | 46,255 | 0.96% | 1.03% | 510 | +352 | 0.46% | Q1 2026 | Apr 27, 2026 |
| BCK Partners, Inc. | History | Added to | 77,117 | 46,081 | 24.88% | 25.91% | 511 | +661 | 0.86% | Q1 2026 | Apr 27, 2026 |
| Avior Wealth Management, LLC | History | Added to | 77,043 | 46,036 | 1.31% | 1.43% | 512 | +3,792 | 5.18% | Q1 2026 | Apr 09, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 76,677 | 45,818 | 9.65% | 10.05% | 513 | +650 | 0.85% | Q1 2026 | May 05, 2026 |
| Sellwood Investment Partners LLC | History | Added to | 76,258 | 45,567 | 17.95% | 18.18% | 514 | +2,021 | 2.72% | Q1 2026 | Apr 23, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Added to | 76,206 | 45,536 | 17.17% | 17.8% | 515 | +1,041 | 1.38% | Q1 2026 | Apr 22, 2026 |
| Lepercq De Neuflize Asset Management LLC | History | Added to | 76,188 | 45,526 | 33.0% | 27.25% | 516 | +199 | 0.26% | Q1 2026 | May 12, 2026 |
| Claro Advisors Inc. | History | Added to | 75,632 | 45,193 | 5.44% | 5.36% | 517 | +12,863 | 20.49% | Q1 2026 | Apr 21, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 75,534 | 45,135 | 1.2% | 1.19% | 518 | +1,303 | 1.76% | Q1 2026 | May 01, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | Added to | 75,175 | 44,920 | 35.34% | 35.77% | 519 | +6,435 | 9.36% | Q1 2026 | Apr 16, 2026 |
| Sompo Asset Management Co., Ltd. | History | Reduced | 74,621 | 44,589 | 8.19% | 8.7% | 520 | -6,297 | -7.78% | Q1 2026 | Apr 30, 2026 |
| CHAI TRUST CO LLC | History | Added to | 74,604 | 44,579 | 3.77% | 1.07% | 521 | +54,783 | 276.39% | Q1 2026 | May 15, 2026 |
| RESOLUTE CAPITAL, LLC | History | Added to | 74,376 | 44,443 | 18.0% | 18.55% | 522 | +3,616 | 5.11% | Q1 2026 | May 12, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 74,348 | 44,426 | 5.0% | 5.14% | 523 | -293 | -0.39% | Q1 2026 | Apr 16, 2026 |
| GreatBanc Trust CO | History | Added to | 74,289 | 44,391 | 31.06% | 32.46% | 524 | +827 | 1.13% | Q1 2026 | Apr 30, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 73,857 | 44,133 | 10.13% | 10.82% | 525 | +1,266 | 1.74% | Q1 2026 | Apr 20, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 73,602 | 43,980 | 1.74% | 1.74% | 526 | +722 | 0.99% | Q1 2026 | Apr 14, 2026 |
| Bravera Wealth | History | Added to | 73,583 | 43,969 | 19.8% | 22.09% | 527 | +3,258 | 4.63% | Q1 2026 | Apr 22, 2026 |
| GTS SECURITIES LLC | History | Added to | 73,438 | 43,883 | 1.55% | 0.88% | 528 | +32,483 | 79.31% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 73,104 | 43,683 | 0.44% | 0.44% | 529 | +16,083 | 28.21% | Q1 2026 | May 13, 2026 |
| TrustBank | History | Added to | 72,638 | 43,404 | 16.84% | 18.83% | 530 | +673 | 0.94% | Q1 2026 | May 04, 2026 |
| Americana Partners, LLC | History | Added to | 72,328 | 43,219 | 1.12% | 0.49% | 531 | +43,635 | 152.08% | Q1 2026 | May 12, 2026 |
| Steffes Financial, Ltd. | History | Added to | 71,956 | 42,997 | 22.69% | 23.17% | 532 | +1,210 | 1.71% | Q1 2026 | May 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 71,835 | 42,924 | 0.35% | 0.37% | 533 | -1,304 | -1.78% | Q1 2026 | May 01, 2026 |
| Trust Co of the South | History | Added to | 71,613 | 42,792 | 6.88% | 6.85% | 534 | +3,703 | 5.45% | Q1 2026 | Apr 06, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 71,380 | 42,653 | 0.07% | 0.07% | 535 | -1,315 | -1.81% | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 71,295 | 42,602 | 1.65% | 1.65% | 536 | +715 | 1.01% | Q1 2026 | May 12, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 71,250 | 42,575 | 3.03% | 2.63% | 537 | +13,597 | 23.58% | Q1 2026 | May 06, 2026 |
| Oak Harvest Investment Services | History | Reduced | 71,151 | 42,516 | 4.44% | 5.03% | 538 | -2,350 | -3.2% | Q1 2026 | Apr 22, 2026 |
| Galilei Investment Office LLP | History | Reduced | 71,049 | 42,455 | 22.0% | 21.2% | 539 | -1,851 | -2.54% | Q1 2026 | May 13, 2026 |
| Cynosure Group, LLC | History | Added to | 70,735 | 42,267 | 5.28% | 4.24% | 540 | +4,344 | 6.54% | Q1 2026 | May 13, 2026 |
| Verum Partners LLC | History | Added to | 70,491 | 42,121 | 8.0% | 8.42% | 541 | +3,883 | 5.83% | Q1 2026 | Apr 15, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 70,480 | 42,115 | 5.77% | 9.42% | 542 | -31,261 | -30.73% | Q1 2026 | Apr 24, 2026 |
| Plancorp, LLC | History | Added to | 67,055 | 41,882 | 1.19% | 1.23% | 543 | +2,288 | 3.53% | Q1 2026 | Apr 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 66,644 | 41,794 | 1.74% | 1.74% | 544 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 69,897 | 41,749 | 0.7% | 0.6% | 545 | +12,148 | 21.04% | Q1 2026 | May 05, 2026 |
| a16z Perennial Management, L.P. | History | New | 69,192 | 41,345 | 3.43% | — | 546 | +69,192 | New | Q1 2026 | May 11, 2026 |
| Passaic Partners LLC | History | Reduced | 69,108 | 41,295 | 3.86% | 4.79% | 547 | -4,674 | -6.33% | Q1 2026 | May 15, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 69,039 | 41,254 | 13.66% | 14.63% | 548 | +429 | 0.63% | Q1 2026 | Apr 17, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 68,976 | 41,216 | 1.35% | 1.35% | 549 | +3,147 | 4.78% | Q1 2026 | May 14, 2026 |
| Avion Wealth | History | Reduced | 68,918 | 41,181 | 8.51% | 9.19% | 550 | -959 | -1.37% | Q1 2026 | May 01, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | New | 68,735 | 41,072 | 5.77% | — | 551 | +68,735 | New | Q1 2026 | May 14, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | New | 68,445 | 40,899 | 1.48% | — | 552 | +68,445 | New | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | Added to | 68,352 | 40,843 | 0.41% | 0.43% | 553 | +1,837 | 2.76% | Q1 2026 | Apr 13, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 68,200 | 40,752 | 8.02% | 8.1% | 554 | +7,111 | 11.64% | Q1 2026 | Apr 20, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | New | 68,007 | 40,637 | 3.25% | — | 555 | +68,007 | New | Q1 2026 | May 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 67,951 | 40,604 | 1.86% | 1.79% | 556 | +16,091 | 31.03% | Q1 2026 | Apr 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 67,902 | 40,574 | 1.66% | 1.68% | 557 | +3,510 | 5.45% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 67,871 | 40,553 | 0.32% | 0.29% | 558 | +12,980 | 23.65% | Q1 2026 | Apr 07, 2026 |
| Capital Management Associates, Inc | History | Added to | 67,810 | 40,519 | 9.16% | 8.96% | 559 | +3,218 | 4.98% | Q1 2026 | Apr 22, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 67,484 | 40,325 | 0.12% | 0.12% | 560 | -2,548 | -3.64% | Q1 2026 | May 08, 2026 |
| Front Street Capital Management, Inc. | History | Reduced | 67,288 | 40,208 | 5.33% | 6.14% | 561 | -1,887 | -2.73% | Q1 2026 | May 21, 2026 |
| Clifford Group, LLC | History | Added to | 67,213 | 40,163 | 30.93% | 31.39% | 562 | +2,402 | 3.71% | Q1 2026 | May 15, 2026 |
| Atom Investors LP | History | No change | 67,041 | 40,060 | 2.87% | 3.34% | 563 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Power Alpha Investment Ltd | History | Reduced | 66,600 | 39,796 | 4.55% | 6.18% | 564 | -29,200 | -30.48% | Q1 2026 | May 08, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 66,071 | 39,480 | 0.98% | 0.64% | 565 | +27,076 | 69.43% | Q1 2026 | Apr 15, 2026 |
| St. Louis Trust Co | History | Reduced | 66,023 | 39,452 | 4.61% | 4.84% | 566 | -1,322 | -1.96% | Q1 2026 | May 14, 2026 |
| Parisi Gray Wealth Management | History | Reduced | 65,613 | 39,207 | 9.34% | 9.83% | 567 | -3,465 | -5.02% | Q1 2026 | Apr 08, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 65,595 | 39,194 | 4.43% | 4.64% | 568 | -1,383 | -2.06% | Q1 2026 | May 04, 2026 |
| BAILARD, INC. | History | Reduced | 65,575 | 39,184 | 0.9% | 0.94% | 569 | -1,926 | -2.85% | Q1 2026 | May 11, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 59,800 | 38,962 | 11.71% | 11.98% | 570 | +1,497 | 2.57% | Q1 2026 | May 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 65,157 | 38,934 | 0.02% | 0.02% | 571 | -796 | -1.21% | Q1 2026 | May 04, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 64,918 | 38,791 | 1.06% | 0.07% | 572 | +61,143 | 1619.68% | Q1 2026 | May 04, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 64,753 | 38,693 | 1.13% | 1.25% | 573 | -1,929 | -2.89% | Q1 2026 | Apr 14, 2026 |
| Jackson Wealth Management, LLC | History | Reduced | 64,528 | 38,559 | 3.97% | 3.96% | 574 | -283 | -0.44% | Q1 2026 | May 11, 2026 |
| Capula Management Ltd | History | Reduced | 64,495 | 38,538 | 0.27% | 37.4% | 575 | -11,839,121 | -99.46% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 63,825 | 38,138 | 0.21% | 0.19% | 576 | +10,498 | 19.69% | Q1 2026 | Apr 30, 2026 |
| Fairway Wealth LLC | History | Added to | 63,771 | 38,106 | 10.06% | 10.25% | 577 | +3,176 | 5.24% | Q1 2026 | Apr 23, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 63,218 | 37,775 | 1.5% | 1.58% | 578 | -2,297 | -3.51% | Q1 2026 | May 01, 2026 |
| GenWealth Group, Inc. | History | Added to | 63,183 | 37,755 | 6.46% | 6.52% | 579 | +3,046 | 5.07% | Q1 2026 | May 11, 2026 |
| Oxler Private Wealth LLC | History | Reduced | 63,175 | 37,750 | 11.82% | 11.52% | 580 | -244 | -0.38% | Q1 2026 | Apr 28, 2026 |
| Mandatum Life Insurance Co Ltd | History | Added to | 62,733 | 37,486 | 8.43% | 7.18% | 581 | +12,601 | 25.14% | Q1 2026 | May 05, 2026 |
| Atlas Legacy Advisors, LLC | History | Reduced | 62,660 | 37,442 | 6.81% | 7.28% | 582 | -3,679 | -5.55% | Q1 2026 | May 11, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 62,595 | 37,403 | 17.81% | 18.17% | 583 | +3,031 | 5.09% | Q1 2026 | May 05, 2026 |
| Aurelius Family Office LLC | History | Added to | 62,477 | 37,333 | 16.23% | 16.15% | 584 | +3,110 | 5.24% | Q1 2026 | Apr 08, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 61,772 | 36,911 | 1.13% | 1.19% | 585 | -425 | -0.68% | Q1 2026 | May 13, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 61,582 | 36,798 | 12.18% | 2.89% | 586 | +49,748 | 420.38% | Q1 2026 | Apr 17, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 61,107 | 36,514 | 2.65% | 2.77% | 587 | -7,416 | -10.82% | Q1 2026 | Apr 16, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 61,079 | 36,497 | 0.57% | 0.64% | 588 | +1,940 | 3.28% | Q1 2026 | May 04, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 61,028 | 36,467 | 1.39% | 1.31% | 589 | +4,750 | 8.44% | Q1 2026 | Apr 16, 2026 |
| ASO GROUP Ltd | History | Reduced | 60,989 | 36,444 | 15.37% | 17.23% | 590 | -9,336 | -13.28% | Q1 2026 | Apr 21, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 61,002 | 36,384 | 1.12% | 1.03% | 591 | +5,733 | 10.37% | Q1 2026 | May 11, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 61,011 | 36,382 | 2.66% | 2.85% | 592 | -404 | -0.66% | Q1 2026 | May 05, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 60,781 | 36,319 | 9.04% | 9.24% | 593 | +1,362 | 2.29% | Q1 2026 | Apr 28, 2026 |
| SFM, LLC | History | Added to | 60,500 | 36,151 | 21.85% | 21.08% | 594 | +3,137 | 5.47% | Q1 2026 | Apr 08, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 56,428 | 36,020 | 4.9% | 4.44% | 595 | +19,533 | 52.94% | Q1 2026 | May 11, 2026 |
| Ameraudi Asset Management, Inc. | History | Added to | 60,245 | 35,999 | 19.57% | 19.63% | 596 | +3,274 | 5.75% | Q1 2026 | May 15, 2026 |
| Banco BTG Pactual S.A. | History | New | 59,952 | 35,824 | 3.13% | — | 597 | +59,952 | New | Q1 2026 | May 12, 2026 |
| Aufman Associates Inc | History | Reduced | 59,743 | 35,699 | 17.51% | 19.45% | 598 | -785 | -1.3% | Q1 2026 | May 15, 2026 |
| Financial Sense Advisors, Inc. | History | Reduced | 59,521 | 35,566 | 7.22% | 6.95% | 599 | -1,102 | -1.82% | Q1 2026 | May 14, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 58,855 | 35,168 | 6.78% | 6.49% | 600 | +4,592 | 8.46% | Q1 2026 | May 15, 2026 |
| Royal Fund Management, LLC | History | Reduced | 58,157 | 34,883 | 3.31% | 3.33% | 601 | -89 | -0.15% | Q1 2026 | May 19, 2026 |
| Advisory Services Network, LLC | History | Added to | 58,373 | 34,881 | 0.46% | 0.48% | 602 | +4,020 | 7.4% | Q1 2026 | May 15, 2026 |
| PARK PRESIDIO CAPITAL LLC | History | Added to | 58,285 | 34,828 | 2.44% | 2.89% | 603 | +1,720 | 3.04% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 59,787 | 34,732 | 1.25% | 1.08% | 604 | +14,834 | 33.0% | Q1 2026 | May 15, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 57,921 | 34,610 | 7.79% | 7.75% | 605 | +5,280 | 10.03% | Q1 2026 | Apr 22, 2026 |
| Applied Capital LLC | History | Added to | 57,464 | 34,337 | 12.82% | 13.37% | 606 | +2,055 | 3.71% | Q1 2026 | Apr 22, 2026 |
| IFP Advisors, Inc | History | Added to | 57,405 | 34,302 | 0.71% | 0.77% | 607 | +3,003 | 5.52% | Q1 2026 | Apr 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 56,962 | 34,101 | 0.55% | 0.55% | 608 | +3,159 | 5.87% | Q1 2026 | Apr 14, 2026 |
| Kovack Advisors, Inc. | History | Added to | 56,278 | 33,811 | 1.8% | 1.26% | 609 | +13,176 | 30.57% | Q1 2026 | May 12, 2026 |
| Garde Capital, Inc. | History | Reduced | 56,535 | 33,782 | 2.02% | 2.13% | 610 | -716 | -1.25% | Q1 2026 | Apr 28, 2026 |
| Cordgrass Capital Advisors, LLC | History | Reduced | 55,556 | 33,197 | 7.77% | 8.55% | 611 | -1,219 | -2.15% | Q1 2026 | May 07, 2026 |
| Belpointe Asset Management LLC | History | Added to | 55,548 | 33,193 | 1.21% | 1.19% | 612 | +2,814 | 5.34% | Q1 2026 | Apr 28, 2026 |
| Bowman & Co S.C. | History | No change | 52,501 | 32,929 | 13.87% | 13.87% | 613 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Boston Trust Walden Corp | History | Reduced | 55,074 | 32,909 | 0.27% | 0.27% | 614 | -1,387 | -2.46% | Q1 2026 | Apr 24, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 55,038 | 32,887 | 3.46% | 2.94% | 615 | +29,740 | 117.56% | Q1 2026 | Apr 17, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 54,997 | 32,863 | 7.99% | 8.02% | 616 | +3,070 | 5.91% | Q1 2026 | Apr 10, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Added to | 54,975 | 32,850 | 20.1% | 20.49% | 617 | +96 | 0.17% | Q1 2026 | May 15, 2026 |
| VVR Holdings LLC | History | Added to | 54,971 | 32,848 | 16.97% | 17.45% | 618 | +1,442 | 2.69% | Q1 2026 | Apr 16, 2026 |
| NWM ADVISORS, LLC | History | Added to | 54,567 | 32,606 | 29.7% | 27.75% | 619 | +3,707 | 7.29% | Q1 2026 | May 13, 2026 |
| Weil Company, Inc. | History | Added to | 54,364 | 32,485 | 7.29% | 7.5% | 620 | +2,389 | 4.6% | Q1 2026 | Apr 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 54,329 | 32,464 | 1.03% | 1.18% | 621 | +2,672 | 5.17% | Q1 2026 | May 07, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 54,326 | 32,462 | 15.47% | 16.84% | 622 | -27 | -0.05% | Q1 2026 | May 01, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Added to | 50,224 | 32,387 | 8.86% | 9.16% | 623 | +1,412 | 2.89% | Q1 2026 | Apr 17, 2026 |
| Brooklyn FI, LLC | History | Reduced | 54,051 | 32,298 | 6.79% | 7.59% | 624 | -2,474 | -4.38% | Q1 2026 | May 11, 2026 |
| Evanson Asset Management, LLC | History | Added to | 53,949 | 32,237 | 1.73% | 1.63% | 625 | +5,721 | 11.86% | Q1 2026 | Apr 08, 2026 |
| Oak Root LLC | History | Added to | 53,950 | 32,237 | 3.93% | 4.04% | 626 | +647 | 1.21% | Q1 2026 | Apr 10, 2026 |
| Arax Advisory Partners | History | Added to | 53,864 | 32,186 | 0.91% | 0.86% | 627 | +6,640 | 14.06% | Q1 2026 | May 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 53,737 | 32,110 | 2.56% | 2.53% | 628 | +1,860 | 3.59% | Q1 2026 | Apr 09, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Added to | 53,718 | 32,099 | 12.61% | 12.6% | 629 | +469 | 0.88% | Q1 2026 | Apr 07, 2026 |
| Capital Investment Management, Inc. | History | Added to | 53,453 | 31,942 | 10.97% | 11.44% | 630 | +1,271 | 2.44% | Q1 2026 | Apr 22, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 53,420 | 31,921 | 0.06% | 0.06% | 631 | -2,523 | -4.51% | Q1 2026 | May 15, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Reduced | 53,120 | 31,742 | 3.02% | 4.22% | 632 | -17,232 | -24.49% | Q1 2026 | Apr 22, 2026 |
| Parallel Advisors, LLC | History | Added to | 52,725 | 31,506 | 0.57% | 0.56% | 633 | +4,319 | 8.92% | Q1 2026 | May 07, 2026 |
| Axos Invest Inc. | History | Added to | 52,656 | 31,464 | 23.78% | 18.92% | 634 | +11,604 | 28.27% | Q1 2026 | May 12, 2026 |
| Journey Beyond Wealth, LLC | History | Reduced | 52,427 | 31,327 | 26.91% | 26.16% | 635 | -14 | -0.03% | Q1 2026 | Apr 28, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 52,126 | 31,147 | 0.98% | 1.24% | 636 | -9,302 | -15.14% | Q1 2026 | Apr 08, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 51,710 | 30,900 | 0.67% | 0.52% | 637 | +12,203 | 30.89% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 51,516 | 30,783 | 0.35% | 0.36% | 638 | -98 | -0.19% | Q1 2026 | May 05, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 51,510 | 30,780 | 0.38% | 0.38% | 639 | -2,189 | -4.08% | Q1 2026 | May 05, 2026 |
| Argent Trust Co | History | Reduced | 51,505 | 30,776 | 1.04% | 1.12% | 640 | -774 | -1.48% | Q1 2026 | May 13, 2026 |
| HighRoad Wealth Advisors, LLC | History | Reduced | 51,319 | 30,665 | 29.95% | 31.88% | 641 | -1,930 | -3.62% | Q1 2026 | Apr 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 50,775 | 30,340 | 0.94% | 0.89% | 642 | +5,723 | 12.7% | Q1 2026 | Apr 27, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 50,727 | 30,312 | 6.19% | 6.33% | 643 | +9,155 | 22.02% | Q1 2026 | Apr 13, 2026 |
| BBR PARTNERS, LLC | History | Added to | 50,605 | 30,239 | 1.69% | 1.69% | 644 | +301 | 0.6% | Q1 2026 | May 12, 2026 |
| UNIVERSITY OF CHICAGO | History | Reduced | 50,493 | 30,172 | 9.33% | 17.73% | 645 | -7,956 | -13.61% | Q1 2026 | May 07, 2026 |
| Legacy Advisors, LLC | History | Added to | 50,360 | 30,092 | 3.55% | 1.57% | 646 | +27,048 | 116.03% | Q1 2026 | May 05, 2026 |
| Strategent Financial, LLC | History | Added to | 50,142 | 29,962 | 20.35% | 19.05% | 647 | +2,140 | 4.46% | Q1 2026 | Apr 20, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 50,012 | 29,884 | 5.64% | 5.62% | 648 | -3,044 | -5.74% | Q1 2026 | May 20, 2026 |
| KilterHowling LLC | History | Added to | 49,791 | 29,752 | 15.01% | 15.57% | 649 | +821 | 1.68% | Q1 2026 | May 12, 2026 |
| Unconventional Investor, LLC | History | Added to | 49,741 | 29,739 | 14.12% | 14.29% | 650 | +1,843 | 3.85% | Q1 2026 | May 18, 2026 |
| Diana Davis Spencer Foundation | History | No change | 49,675 | 29,683 | 75.53% | 10.51% | 651 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Vident Advisory, LLC | History | Reduced | 49,494 | 29,575 | 0.25% | 0.37% | 652 | -15,273 | -23.58% | Q1 2026 | May 14, 2026 |
| Woodside Wealth Management LLC | History | Reduced | 49,427 | 29,535 | 23.07% | 24.24% | 653 | -2,357 | -4.55% | Q1 2026 | Apr 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 49,086 | 29,331 | 1.39% | 1.49% | 654 | -103 | -0.21% | Q1 2026 | Apr 28, 2026 |
| EJMK Ventures LLC | History | Added to | 49,012 | 29,286 | 16.36% | 8.93% | 655 | +25,865 | 111.74% | Q1 2026 | Apr 24, 2026 |
| ADE, LLC | History | Added to | 48,974 | 29,264 | 14.03% | 14.01% | 656 | +2,829 | 6.13% | Q1 2026 | May 14, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 48,891 | 29,214 | 9.69% | 11.24% | 657 | -6,450 | -11.66% | Q1 2026 | May 06, 2026 |
| PKO Investment Management Joint-Stock Co | History | No change | 48,758 | 29,135 | 2.45% | 2.44% | 658 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ALLIANZ SE | History | Reduced | 48,727 | 29,116 | 0.32% | 0.64% | 659 | -30,634 | -38.6% | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 48,650 | 29,070 | 0.89% | 1.1% | 660 | +1,125 | 2.37% | Q1 2026 | May 15, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 48,272 | 28,845 | 7.92% | 7.17% | 661 | +4,931 | 11.38% | Q1 2026 | May 12, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 47,612 | 28,450 | 0.6% | 0.63% | 662 | -655 | -1.36% | Q1 2026 | May 13, 2026 |
| Operose Advisors LLC | History | Reduced | 47,586 | 28,439 | 6.59% | 7.56% | 663 | -4,126 | -7.98% | Q1 2026 | May 12, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 47,424 | 28,338 | 3.22% | 3.32% | 664 | +805 | 1.73% | Q1 2026 | Apr 21, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 47,425 | 28,338 | 8.48% | 8.75% | 665 | +345 | 0.73% | Q1 2026 | May 05, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 47,374 | 28,307 | 1.6% | 1.67% | 666 | +24,984 | 111.59% | Q1 2026 | Apr 22, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 46,724 | 28,299 | 0.58% | 0.62% | 667 | -20 | -0.04% | Q1 2026 | Apr 28, 2026 |
| Powerhouse Assets LLC | History | Added to | 47,219 | 28,215 | 24.55% | 26.02% | 668 | +35 | 0.07% | Q1 2026 | Apr 28, 2026 |
| Oakworth Capital, Inc. | History | Added to | 47,133 | 28,164 | 1.49% | 1.59% | 669 | +572 | 1.23% | Q1 2026 | Apr 24, 2026 |
| Base Wealth Management LLC | History | Reduced | 47,056 | 28,118 | 15.73% | 17.06% | 670 | -3,487 | -6.9% | Q1 2026 | Apr 29, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 46,944 | 28,051 | 10.3% | 7.42% | 671 | +13,182 | 39.04% | Q1 2026 | May 04, 2026 |
| XY Planning Network, Inc. | History | Added to | 46,544 | 28,033 | 4.48% | 4.42% | 672 | +6,112 | 15.12% | Q1 2026 | Apr 14, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 46,889 | 28,018 | 6.53% | 6.67% | 673 | +711 | 1.54% | Q1 2026 | Apr 17, 2026 |
| Arkadios Wealth Advisors | History | Added to | 46,839 | 27,988 | 0.46% | 0.57% | 674 | +202 | 0.43% | Q1 2026 | May 18, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 46,793 | 27,961 | 2.17% | 2.29% | 675 | -1,138 | -2.37% | Q1 2026 | Apr 24, 2026 |
| LTS Liquid Investments LLC | History | Added to | 46,735 | 27,926 | 26.13% | 27.47% | 676 | +630 | 1.37% | Q1 2026 | Apr 29, 2026 |
| CONQUIS FINANCIAL LLC | History | Reduced | 42,851 | 27,907 | 23.13% | 24.29% | 677 | -2,184 | -4.85% | Q1 2026 | May 07, 2026 |
| EnRich Financial Partners LLC | History | Added to | 46,636 | 27,867 | 7.39% | 7.82% | 678 | +915 | 2.0% | Q1 2026 | May 05, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 46,212 | 27,613 | 2.38% | 2.15% | 679 | +5,668 | 13.98% | Q1 2026 | May 07, 2026 |
| Walleye Trading LLC | History | Added to | 46,078 | 27,533 | 0.05% | 0.02% | 680 | +25,378 | 122.6% | Q1 2026 | May 08, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Added to | 45,621 | 27,260 | 5.71% | 6.23% | 681 | +785 | 1.75% | Q1 2026 | Apr 30, 2026 |
| Choate Investment Advisors | History | Added to | 45,552 | 27,219 | 0.53% | 0.55% | 682 | +566 | 1.26% | Q1 2026 | May 13, 2026 |
| Hikari Tsushin, Inc. | History | Reduced | 45,415 | 27,137 | 1.87% | 2.36% | 683 | -12,340 | -21.37% | Q1 2026 | May 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 45,341 | 27,093 | 0.12% | 0.12% | 684 | -834 | -1.81% | Q1 2026 | May 08, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 45,204 | 27,011 | 7.54% | 8.76% | 685 | -3,788 | -7.73% | Q1 2026 | May 07, 2026 |
| CANERECTOR INC | History | No change | 45,150 | 26,979 | 12.78% | 13.86% | 686 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sanchez Levi Garrett | History | New | 44,863 | 26,807 | 16.81% | — | 687 | +44,863 | New | Q1 2026 | May 15, 2026 |
| Canton Hathaway, LLC | History | Reduced | 44,750 | 26,740 | 5.39% | 5.41% | 688 | -5 | -0.01% | Q1 2026 | Apr 24, 2026 |
| Matrix Trust Co | History | Added to | 44,620 | 26,663 | 4.43% | 4.62% | 689 | +24 | 0.05% | Q1 2026 | Apr 09, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 44,265 | 26,660 | 0.46% | 0.7% | 690 | -16,611 | -27.29% | Q1 2026 | May 14, 2026 |
| Meridian Financial Partners LLC | History | Added to | 43,965 | 26,644 | 10.13% | 10.84% | 691 | +467 | 1.07% | Q1 2026 | Apr 15, 2026 |
| RFG Advisory, LLC | History | Added to | 44,576 | 26,636 | 0.49% | 0.48% | 692 | +3,784 | 9.28% | Q1 2026 | Apr 17, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 44,528 | 26,608 | 3.27% | 3.28% | 693 | +2,934 | 7.05% | Q1 2026 | Apr 27, 2026 |
| Southeast Asset Advisors, LLC | History | Reduced | 44,467 | 26,571 | 2.91% | 2.68% | 694 | -515 | -1.14% | Q1 2026 | May 13, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Added to | 44,460 | 26,565 | 9.77% | 10.09% | 695 | +2,926 | 7.04% | Q1 2026 | Apr 28, 2026 |
| Freedom Financial Partners LLC | History | Added to | 44,446 | 26,558 | 9.46% | 9.82% | 696 | +1,408 | 3.27% | Q1 2026 | Apr 16, 2026 |
| TIFF ADVISORY SERVICES, LLC | History | New | 44,435 | 26,552 | 5.98% | — | 697 | +44,435 | New | Q1 2026 | May 12, 2026 |
| North Star Investment Management Corp. | History | Reduced | 44,431 | 26,549 | 1.61% | 1.76% | 698 | -281 | -0.63% | Q1 2026 | Apr 23, 2026 |
| O'Connor Financial Group LLC | History | Added to | 44,427 | 26,547 | 10.86% | 11.1% | 699 | +501 | 1.14% | Q1 2026 | Apr 23, 2026 |
| Valtrion Capital Management, LLC | History | Added to | 44,374 | 26,515 | 25.0% | 26.62% | 700 | +1,764 | 4.14% | Q1 2026 | May 15, 2026 |
| Fairscale Capital, LLC | History | Added to | 44,285 | 26,462 | 18.3% | 18.25% | 701 | +399 | 0.91% | Q1 2026 | May 11, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 44,224 | 26,425 | 1.39% | 1.43% | 702 | -7,425 | -14.38% | Q1 2026 | Apr 28, 2026 |
| Members Advisory Group LLC | History | Added to | 44,180 | 26,424 | 9.06% | 10.4% | 703 | +203 | 0.46% | Q1 2026 | May 05, 2026 |
| Greenline Partners, LLC | History | Added to | 44,095 | 26,348 | 2.83% | 2.1% | 704 | +14,784 | 50.44% | Q1 2026 | May 15, 2026 |
| Rareview Capital LLC | History | Added to | 46,294 | 26,296 | 15.42% | 16.07% | 705 | +2,695 | 6.18% | Q1 2026 | Apr 27, 2026 |
| COOPERMAN LEON G | History | No change | 43,593 | 26,048 | 0.85% | 0.91% | 706 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 43,490 | 25,987 | 8.61% | 10.1% | 707 | +1,451 | 3.45% | Q1 2026 | Apr 23, 2026 |
| PFG Advisors | History | Reduced | 43,427 | 25,949 | 1.26% | 1.38% | 708 | -1,829 | -4.04% | Q1 2026 | May 05, 2026 |
| Members Trust Co | History | Reduced | 43,346 | 25,901 | 0.86% | 0.91% | 709 | -1,279 | -2.87% | Q1 2026 | May 04, 2026 |
| Merrithew & Thorsten Inc | History | Reduced | 43,295 | 25,871 | 24.4% | 28.77% | 710 | -82 | -0.19% | Q1 2026 | May 01, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 43,286 | 25,866 | 0.02% | 0.02% | 711 | +3 | 0.01% | Q1 2026 | May 15, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Reduced | 43,099 | 25,753 | 9.63% | 9.83% | 712 | -184 | -0.43% | Q1 2026 | May 18, 2026 |
| EFG International AG | History | Added to | 43,053 | 25,726 | 0.55% | 0.46% | 713 | +5,105 | 13.45% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 42,974 | 25,679 | 0.38% | 0.38% | 714 | +3,498 | 8.86% | Q1 2026 | Apr 17, 2026 |
| Pearl Planning LLC | History | Added to | 42,723 | 25,529 | 13.64% | 15.67% | 715 | +1,867 | 4.57% | Q1 2026 | Apr 30, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Reduced | 42,529 | 25,413 | 11.87% | 12.6% | 716 | -9 | -0.02% | Q1 2026 | May 14, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 42,517 | 25,406 | 3.32% | 3.65% | 717 | -4,382 | -9.34% | Q1 2026 | May 08, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 42,492 | 25,391 | 1.1% | 1.14% | 718 | -1,035 | -2.38% | Q1 2026 | May 14, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 42,177 | 25,202 | 1.71% | 1.79% | 719 | -72 | -0.17% | Q1 2026 | May 15, 2026 |
| EQ LLC | History | Added to | 41,899 | 25,036 | 7.05% | 7.52% | 720 | +318 | 0.76% | Q1 2026 | May 06, 2026 |
| Topor & Co. Korea | History | Reduced | 41,815 | 24,986 | 21.13% | 26.06% | 721 | -13,334 | -24.18% | Q1 2026 | Apr 27, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 41,750 | 24,947 | 0.83% | 0.85% | 722 | +565 | 1.37% | Q1 2026 | Apr 22, 2026 |
| TD Capital Management LLC | History | Added to | 41,738 | 24,940 | 2.24% | 2.13% | 723 | +3,446 | 9.0% | Q1 2026 | May 11, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | Added to | 41,600 | 24,858 | 0.58% | 0.46% | 724 | +15,000 | 56.39% | Q1 2026 | May 12, 2026 |
| Y.D. More Investments Ltd | History | Added to | 41,592 | 24,845 | 0.97% | 1.22% | 725 | +1,131 | 2.8% | Q1 2026 | May 04, 2026 |
| CWS Financial Advisors, LLC | History | Reduced | 41,480 | 24,786 | 6.35% | 7.52% | 726 | -2,713 | -6.14% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 38,283 | 24,778 | 1.59% | 1.63% | 727 | +336 | 0.89% | Q1 2026 | Apr 22, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 41,364 | 24,716 | 15.58% | 16.36% | 728 | +70 | 0.17% | Q1 2026 | Apr 07, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 41,241 | 24,643 | 2.79% | 2.33% | 729 | -6,607 | -13.81% | Q1 2026 | May 12, 2026 |
| First Bank & Trust | History | Added to | 41,114 | 24,567 | 3.96% | 3.58% | 730 | +6,056 | 17.27% | Q1 2026 | Apr 10, 2026 |
| STUART INVESTMENT ADVISORS, INC. | History | Reduced | 41,021 | 24,511 | 10.71% | 23.34% | 731 | -225 | -0.55% | Q1 2026 | Apr 21, 2026 |
| BANTA ASSET MANAGEMENT LP | History | Reduced | 40,947 | 24,467 | 24.6% | 24.09% | 732 | -1,190 | -2.82% | Q1 2026 | May 07, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Added to | 40,730 | 24,338 | 18.37% | 19.07% | 733 | +844 | 2.12% | Q1 2026 | May 15, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 40,704 | 24,322 | 5.8% | 6.52% | 734 | +652 | 1.63% | Q1 2026 | May 15, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 40,265 | 24,279 | 10.05% | 10.32% | 735 | +1,036 | 2.64% | Q1 2026 | Apr 15, 2026 |
| Intelligent Financial Strategies | History | Reduced | 40,567 | 24,240 | 12.63% | 12.49% | 736 | -864 | -2.09% | Q1 2026 | Apr 28, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 37,910 | 24,237 | 1.63% | 1.63% | 737 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 40,527 | 24,216 | 1.36% | 1.32% | 738 | +935 | 2.36% | Q1 2026 | May 01, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 40,474 | 24,185 | 1.76% | 1.88% | 739 | +322 | 0.8% | Q1 2026 | Apr 20, 2026 |
| Balance Wealth, LLC | History | Added to | 40,372 | 24,124 | 7.49% | 5.29% | 740 | +14,067 | 53.48% | Q1 2026 | Apr 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 40,317 | 24,091 | 0.54% | 0.5% | 741 | +4,279 | 11.87% | Q1 2026 | May 15, 2026 |
| Fort Vancouver Investment Management, LLC | History | Added to | 40,157 | 23,995 | 12.18% | 12.58% | 742 | +2,613 | 6.96% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 40,131 | 23,979 | 0.59% | 0.58% | 743 | +2,908 | 7.81% | Q1 2026 | Apr 29, 2026 |
| CM WEALTH ADVISORS LLC | History | Reduced | 40,118 | 23,972 | 5.11% | 5.72% | 744 | -218 | -0.54% | Q1 2026 | May 08, 2026 |
| TSFG, LLC | History | Added to | 40,067 | 23,942 | 3.63% | 3.69% | 745 | +690 | 1.75% | Q1 2026 | Apr 27, 2026 |
| Spire Wealth Management | History | Reduced | 39,773 | 23,766 | 0.81% | 0.87% | 746 | -1,669 | -4.03% | Q1 2026 | Apr 22, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 39,631 | 23,681 | 0.79% | 0.83% | 747 | -130 | -0.33% | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 39,548 | 23,631 | 0.81% | 0.78% | 748 | +2,177 | 5.83% | Q1 2026 | May 07, 2026 |
| Western Wealth Management, LLC | History | Added to | 39,486 | 23,594 | 0.86% | 1.01% | 749 | +4,482 | 12.8% | Q1 2026 | May 19, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 39,410 | 23,549 | 0.89% | 1.18% | 750 | -12,066 | -23.44% | Q1 2026 | May 11, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 39,373 | 23,527 | 0.41% | 0.46% | 751 | -4,514 | -10.29% | Q1 2026 | May 11, 2026 |
| Trek Financial, LLC | History | Reduced | 39,351 | 23,514 | 1.25% | 2.05% | 752 | -17,118 | -30.31% | Q1 2026 | May 13, 2026 |
| Zurich Insurance Group Ltd/FI | History | Reduced | 39,299 | 23,489 | 0.18% | 0.18% | 753 | -1,814 | -4.41% | Q1 2026 | May 15, 2026 |
| Family Office Research LLC | History | Reduced | 39,086 | 23,356 | 10.15% | 10.29% | 754 | -701 | -1.76% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 39,030 | 23,323 | 0.0% | 0.0% | 755 | -422 | -1.07% | Q1 2026 | May 15, 2026 |
| Envision Financial LLC | History | Reduced | 39,011 | 23,310 | 12.54% | 13.12% | 756 | -573 | -1.45% | Q1 2026 | Apr 16, 2026 |
| Busey Bank | History | Added to | 38,952 | 23,275 | 0.63% | 0.64% | 757 | +465 | 1.21% | Q1 2026 | Apr 28, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 38,914 | 23,252 | 0.91% | 1.0% | 758 | -1,523 | -3.77% | Q1 2026 | Apr 10, 2026 |
| Cascades Capital Asset Management, LLC | History | Added to | 38,884 | 23,235 | 9.74% | 9.74% | 759 | +1,782 | 4.8% | Q1 2026 | May 15, 2026 |
| McCollum Christoferson Group LLC | History | Added to | 96,324 | 23,214 | 6.98% | 8.01% | 760 | +52,164 | 118.12% | Q1 2026 | Apr 10, 2026 |
| Carroll Advisory Group, LLC | History | Reduced | 38,829 | 23,202 | 9.01% | 10.61% | 761 | -287 | -0.73% | Q1 2026 | Apr 22, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 38,779 | 23,172 | 1.58% | 1.64% | 762 | -160 | -0.41% | Q1 2026 | May 06, 2026 |
| Visionary Wealth Advisors | History | Added to | 38,573 | 23,049 | 1.02% | 1.02% | 763 | +2,501 | 6.93% | Q1 2026 | May 13, 2026 |
| Alamar Capital Management, LLC | History | Added to | 38,539 | 23,029 | 14.07% | 13.06% | 764 | +796 | 2.11% | Q1 2026 | May 13, 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | History | Reduced | 38,466 | 22,985 | 2.91% | 8.17% | 765 | -55,541 | -59.08% | Q1 2026 | May 13, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 38,423 | 22,959 | 4.88% | 5.03% | 766 | +1,041 | 2.78% | Q1 2026 | May 04, 2026 |
| MKT Advisors LLC | History | Reduced | 37,872 | 22,952 | 7.69% | 8.26% | 767 | -399 | -1.04% | Q1 2026 | Apr 10, 2026 |
| NBC SECURITIES, INC. | History | Added to | 38,372 | 22,929 | 1.72% | 1.55% | 768 | +5,313 | 16.07% | Q1 2026 | Apr 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 38,368 | 22,926 | 0.4% | 0.2% | 769 | +20,744 | 117.7% | Q1 2026 | Apr 20, 2026 |
| Vise Technologies, Inc. | History | No change | 36,529 | 22,908 | 0.45% | 0.45% | 770 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 38,317 | 22,896 | 1.33% | 1.47% | 771 | -1,312 | -3.31% | Q1 2026 | Apr 30, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 37,987 | 22,698 | 7.42% | 8.7% | 772 | -1,200 | -3.06% | Q1 2026 | May 14, 2026 |
| Andrews Advisory Associates, LLC | History | Reduced | 37,980 | 22,694 | 11.95% | 13.06% | 773 | -1,185 | -3.03% | Q1 2026 | May 14, 2026 |
| TMB Capital Partners, LLC | History | Added to | 37,925 | 22,662 | 7.62% | 7.83% | 774 | +1,446 | 3.96% | Q1 2026 | May 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 37,876 | 22,632 | 0.41% | 0.49% | 775 | -2,711 | -6.68% | Q1 2026 | May 11, 2026 |
| Asset One Wealth Management LLC | History | Added to | 34,836 | 22,547 | 2.49% | 2.62% | 776 | +4,906 | 16.39% | Q1 2026 | May 12, 2026 |
| Heritage Wealth Advisors | History | Added to | 37,617 | 22,477 | 0.88% | 0.85% | 777 | +2,002 | 5.62% | Q1 2026 | May 13, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 37,483 | 22,398 | 5.03% | 5.59% | 778 | +191 | 0.51% | Q1 2026 | May 14, 2026 |
| Factor Wealth Management LTD | History | Added to | 37,287 | 22,280 | 4.19% | 3.07% | 779 | +14,601 | 64.36% | Q1 2026 | Apr 20, 2026 |
| Scarborough Advisors, LLC | History | New | 37,264 | 22,266 | 2.44% | — | 780 | +37,264 | New | Q1 2026 | May 07, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 37,259 | 22,263 | 5.68% | 6.08% | 781 | +2,802 | 8.13% | Q1 2026 | Apr 06, 2026 |
| Div Capital Phoenix Assets Ltd | History | No change | 37,200 | 22,228 | 5.12% | 5.9% | 782 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 37,106 | 22,172 | 2.77% | 2.85% | 783 | +881 | 2.43% | Q1 2026 | May 14, 2026 |
| Richardson Capital Management LLC | History | Added to | 37,067 | 22,149 | 10.69% | 9.92% | 784 | +5,528 | 17.53% | Q1 2026 | May 12, 2026 |
| Manchester Capital Management LLC | History | Added to | 36,974 | 22,093 | 3.18% | 3.12% | 785 | +403 | 1.1% | Q1 2026 | May 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 36,953 | 22,081 | 1.03% | 0.98% | 786 | +2,642 | 7.7% | Q1 2026 | Apr 29, 2026 |
| TruWealth Advisors, LLC | History | Added to | 36,766 | 21,969 | 1.06% | 1.13% | 787 | +53 | 0.14% | Q1 2026 | Apr 09, 2026 |
| Caldwell Trust Co | History | Reduced | 36,690 | 21,924 | 1.96% | 2.08% | 788 | -601 | -1.61% | Q1 2026 | Apr 22, 2026 |
| Keystone Financial Group | History | Added to | 36,033 | 21,903 | 1.5% | 1.67% | 789 | +13 | 0.04% | Q1 2026 | May 13, 2026 |
| Balentine LLC | History | Added to | 36,415 | 21,759 | 0.88% | 0.86% | 790 | +57 | 0.16% | Q1 2026 | Apr 24, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 36,260 | 21,667 | 0.6% | 0.63% | 791 | -108 | -0.3% | Q1 2026 | Apr 23, 2026 |
| WNY Asset Management, LLC | History | New | 36,200 | 21,631 | 2.24% | — | 792 | +36,200 | New | Q1 2026 | May 22, 2026 |
| Wealth Group Ltd | History | Added to | 36,090 | 21,565 | 4.91% | 5.01% | 793 | +363 | 1.02% | Q1 2026 | Apr 10, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 36,084 | 21,562 | 0.47% | 0.5% | 794 | +399 | 1.12% | Q1 2026 | May 14, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 35,952 | 21,483 | 2.23% | 2.3% | 795 | +686 | 1.95% | Q1 2026 | Apr 22, 2026 |
| CVA Family Office, LLC | History | Reduced | 35,946 | 21,479 | 2.26% | 3.16% | 796 | -7,814 | -17.86% | Q1 2026 | Apr 29, 2026 |
| MASECO LLP | History | Reduced | 35,683 | 21,327 | 0.67% | 1.0% | 797 | -1,001 | -2.73% | Q1 2026 | Apr 21, 2026 |
| Piedmont Capital Management, LLC/NC | History | Reduced | 35,628 | 21,289 | 14.21% | 14.76% | 798 | -184 | -0.51% | Q1 2026 | Apr 21, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 35,607 | 21,277 | 1.45% | 1.37% | 799 | +426 | 1.21% | Q1 2026 | May 21, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 35,492 | 21,207 | 0.14% | 0.15% | 800 | +910 | 2.63% | Q1 2026 | May 07, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 34,896 | 21,135 | 2.3% | 3.12% | 801 | +1,448 | 4.33% | Q1 2026 | Apr 10, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 35,365 | 21,132 | 0.29% | 0.25% | 802 | +4,492 | 14.55% | Q1 2026 | May 04, 2026 |
| Western Reserve Capital Management, LLC | History | Added to | 35,348 | 21,122 | 17.33% | 20.65% | 803 | +36 | 0.1% | Q1 2026 | Apr 27, 2026 |
| BARINGS LLC | History | No change | 35,299 | 21,092 | 0.34% | 0.41% | 804 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| waypoint wealth counsel | History | Reduced | 35,295 | 21,090 | 10.91% | 8.72% | 805 | -2,613 | -6.89% | Q1 2026 | Apr 23, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 35,213 | 21,041 | 1.26% | 1.25% | 806 | +1,652 | 4.92% | Q1 2026 | May 12, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 35,189 | 21,027 | 2.3% | 2.49% | 807 | -1,690 | -4.58% | Q1 2026 | Apr 23, 2026 |
| Spectrum Investment Advisors, Inc. | History | Added to | 35,134 | 20,994 | 10.43% | 10.77% | 808 | +863 | 2.52% | Q1 2026 | Apr 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 35,100 | 20,974 | 0.01% | 0.01% | 809 | -8,000 | -18.56% | Q1 2026 | May 15, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 35,047 | 20,942 | 1.44% | 1.28% | 810 | +4,132 | 13.37% | Q1 2026 | May 05, 2026 |
| CAPITAL CITY TRUST CO/FL | History | Added to | 34,988 | 20,907 | 4.78% | 4.67% | 811 | +1,535 | 4.59% | Q1 2026 | May 01, 2026 |
| Asset Allocation & Management Company, LLC | History | Added to | 34,985 | 20,905 | 7.75% | 8.66% | 812 | +317 | 0.91% | Q1 2026 | Apr 15, 2026 |
| AMG Asset Management Group, Inc. | History | Added to | 34,977 | 20,901 | 16.22% | 26.99% | 813 | +21,612 | 161.71% | Q1 2026 | Apr 27, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 34,932 | 20,873 | 0.11% | 0.19% | 814 | -20,770 | -37.29% | Q1 2026 | May 14, 2026 |
| RATIONAL ADVISORS, INC. | History | Added to | 34,924 | 20,868 | 2.13% | 2.14% | 815 | +1,536 | 4.6% | Q1 2026 | May 07, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | Reduced | 34,697 | 20,733 | 11.24% | 12.83% | 816 | -3,436 | -9.01% | Q1 2026 | May 07, 2026 |
| Eagle Strategies LLC | History | Added to | 34,602 | 20,676 | 2.47% | 1.84% | 817 | +11,662 | 50.84% | Q1 2026 | Apr 20, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 34,531 | 20,633 | 0.7% | 0.53% | 818 | +10,659 | 44.65% | Q1 2026 | Apr 17, 2026 |
| Korea Investment CORP | History | Reduced | 34,342 | 20,521 | 0.04% | 0.28% | 819 | -190,556 | -84.73% | Q1 2026 | May 12, 2026 |
| Dodds Wealth, LLC | History | Added to | 34,300 | 20,496 | 5.03% | 5.16% | 820 | +728 | 2.17% | Q1 2026 | May 08, 2026 |
| JHP Wealth Management, LLC | History | Added to | 34,292 | 20,491 | 19.59% | 19.69% | 821 | +1,874 | 5.78% | Q1 2026 | May 14, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 34,224 | 20,450 | 6.23% | 6.87% | 822 | -558 | -1.6% | Q1 2026 | Apr 28, 2026 |
| Northstar Group, Inc. | History | Reduced | 34,199 | 20,435 | 2.89% | 2.96% | 823 | -502 | -1.45% | Q1 2026 | Apr 28, 2026 |
| Carnegie Investment Counsel | History | Reduced | 34,111 | 20,383 | 0.4% | 0.41% | 824 | -1,142 | -3.24% | Q1 2026 | May 01, 2026 |
| Abound Wealth Management | History | Added to | 34,084 | 20,366 | 4.63% | 4.82% | 825 | +1,261 | 3.84% | Q1 2026 | Apr 10, 2026 |
| Community Bank, N.A. | History | Added to | 33,731 | 20,155 | 2.4% | 1.98% | 826 | +7,000 | 26.19% | Q1 2026 | May 12, 2026 |
| KINTRA WEALTH, LLC | History | New | 33,641 | 20,102 | 1.42% | — | 827 | +33,641 | New | Q1 2026 | May 15, 2026 |
| WESBANCO BANK INC | History | Added to | 33,595 | 20,074 | 0.56% | 0.56% | 828 | +1,127 | 3.47% | Q1 2026 | Apr 21, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 33,527 | 20,034 | 1.95% | 1.72% | 829 | +2,776 | 9.03% | Q1 2026 | May 01, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 33,499 | 20,017 | 0.53% | 0.56% | 830 | -262 | -0.78% | Q1 2026 | Apr 16, 2026 |
| Lanham O'Dell & Company, Inc. | History | No change | 31,723 | 19,894 | 5.73% | 5.73% | 831 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Storen Legacy Partners, LLC | History | Reduced | 33,200 | 19,838 | 6.22% | 16.3% | 832 | -49,637 | -59.92% | Q1 2026 | Apr 22, 2026 |
| BRAUN STACEY ASSOCIATES INC | History | Reduced | 33,141 | 19,803 | 0.66% | 0.69% | 833 | -610 | -1.81% | Q1 2026 | Apr 22, 2026 |
| Centric Wealth Management | History | Reduced | 29,914 | 19,746 | 3.94% | 4.21% | 834 | -1,235 | -3.96% | Q1 2026 | May 12, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 32,999 | 19,718 | 5.82% | 6.07% | 835 | -28 | -0.08% | Q1 2026 | Apr 22, 2026 |
| FineMark National Bank & Trust | History | No change | 31,332 | 19,649 | 0.61% | 0.61% | 836 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Lake Hills Wealth Management, LLC | History | Reduced | 32,870 | 19,641 | 10.98% | 17.32% | 837 | -20,061 | -37.9% | Q1 2026 | Apr 10, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 32,764 | 19,578 | 0.69% | 0.66% | 838 | +2,973 | 9.98% | Q1 2026 | May 06, 2026 |
| Joel Adams & Associates, Inc. | History | Reduced | 32,695 | 19,536 | 14.51% | 16.03% | 839 | -1,303 | -3.83% | Q1 2026 | Apr 20, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 32,689 | 19,533 | 7.69% | 8.02% | 840 | +893 | 2.81% | Q1 2026 | May 11, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 32,611 | 19,486 | 2.24% | 2.19% | 841 | +2,283 | 7.53% | Q1 2026 | May 14, 2026 |
| Ballentine Capital Advisors, Inc | History | Added to | 32,590 | 19,474 | 8.06% | 8.54% | 842 | +255 | 0.79% | Q1 2026 | Apr 17, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Reduced | 32,471 | 19,403 | 5.83% | 6.54% | 843 | -1,994 | -5.79% | Q1 2026 | May 07, 2026 |
| Waterloo Capital, L.P. | History | Added to | 32,396 | 19,358 | 1.36% | 1.45% | 844 | +314 | 0.98% | Q1 2026 | May 12, 2026 |
| CSS LLC/IL | History | Added to | 32,210 | 19,247 | 0.92% | 0.88% | 845 | +560 | 1.77% | Q1 2026 | May 15, 2026 |
| Marble Wealth, LLC | History | Added to | 32,034 | 19,141 | 3.35% | 2.78% | 846 | +73 | 0.23% | Q1 2026 | May 14, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 31,865 | 19,040 | 2.45% | 2.17% | 847 | +7,000 | 28.15% | Q1 2026 | Apr 17, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 32,755 | 19,028 | 2.9% | 3.61% | 848 | -4,550 | -12.2% | Q1 2026 | May 07, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | Added to | 31,773 | 18,985 | 4.45% | 4.69% | 849 | +33 | 0.1% | Q1 2026 | Apr 17, 2026 |
| CONNING INC. | History | Reduced | 31,492 | 18,818 | 0.63% | 0.67% | 850 | -395 | -1.24% | Q1 2026 | Apr 30, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 31,239 | 18,667 | 2.26% | 2.27% | 851 | +2,696 | 9.45% | Q1 2026 | May 06, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 31,213 | 18,651 | 6.65% | — | 852 | +31,213 | New | Q1 2026 | May 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 31,204 | 18,645 | 1.43% | 1.4% | 853 | +1,436 | 4.82% | Q1 2026 | May 13, 2026 |
| BURNEY CO/ | History | Reduced | 31,166 | 18,623 | 0.58% | 0.63% | 854 | -1,201 | -3.71% | Q1 2026 | Apr 29, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 31,158 | 18,618 | 1.8% | — | 856 | +31,158 | New | Q1 2026 | May 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 31,158 | 18,618 | 0.96% | 0.9% | 855 | +4,157 | 15.4% | Q1 2026 | Apr 17, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 30,968 | 18,530 | 0.03% | 0.03% | 857 | -1,737 | -5.31% | Q1 2026 | May 15, 2026 |
| Sunbeam Capital Management, LLC | History | Added to | 30,979 | 18,511 | 10.59% | 11.29% | 858 | +608 | 2.0% | Q1 2026 | Apr 16, 2026 |
| HORAN Wealth, LLC | History | Added to | 30,656 | 18,506 | 1.76% | 1.5% | 859 | +15,042 | 96.34% | Q1 2026 | May 08, 2026 |
| jvl associates llc | History | Added to | 30,960 | 18,499 | 6.2% | 0.23% | 860 | +29,835 | 2652.0% | Q1 2026 | Apr 16, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 30,930 | 18,481 | 2.49% | 2.62% | 861 | -430 | -1.37% | Q1 2026 | Apr 07, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 30,898 | 18,463 | 1.05% | 1.15% | 862 | +304 | 0.99% | Q1 2026 | Apr 09, 2026 |
| Lakeshore Financial Planning, Inc. | History | Reduced | 30,803 | 18,406 | 6.67% | 8.28% | 863 | -6,136 | -16.61% | Q1 2026 | May 07, 2026 |
| Facet Wealth, Inc. | History | Added to | 30,518 | 18,236 | 0.32% | 0.33% | 864 | +1,455 | 5.01% | Q1 2026 | May 07, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 30,514 | 18,233 | 2.23% | 2.11% | 865 | +2,396 | 8.52% | Q1 2026 | May 05, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | Added to | 30,455 | 18,198 | 1.67% | 1.59% | 866 | +2,269 | 8.05% | Q1 2026 | Apr 22, 2026 |
| SVB WEALTH LLC | History | Reduced | 30,338 | 18,128 | 1.19% | 1.12% | 867 | -34 | -0.11% | Q1 2026 | Apr 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 30,272 | 18,089 | 0.0% | 0.0% | 868 | +21,184 | 233.1% | Q1 2026 | May 13, 2026 |
| Sage Investment Advisers LLC | History | Added to | 29,848 | 17,977 | 13.31% | 13.79% | 869 | +514 | 1.75% | Q1 2026 | Apr 10, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 30,065 | 17,965 | 0.99% | 0.97% | 870 | +917 | 3.15% | Q1 2026 | May 14, 2026 |
| JDM Financial Group LLC | History | Reduced | 300,823 | 17,952 | 6.92% | 7.54% | 871 | -93,795 | -23.77% | Q1 2026 | May 20, 2026 |
| INGALLS & SNYDER LLC | History | Added to | 30,008 | 17,931 | 0.63% | 0.67% | 872 | +781 | 2.67% | Q1 2026 | May 13, 2026 |
| Tidal Investments LLC | History | Reduced | 29,998 | 17,925 | 0.04% | 0.05% | 873 | -1,120 | -3.6% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 29,985 | 17,917 | 2.9% | 2.62% | 874 | -775 | -2.52% | Q1 2026 | May 15, 2026 |
| Brandywine Asset Management, Inc. | History | No change | 29,573 | 17,911 | 14.21% | 13.13% | 875 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 28,556 | 17,908 | 5.8% | 5.8% | 876 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Zuckerman Investment Group, LLC | History | Added to | 29,952 | 17,897 | 1.68% | 1.61% | 877 | +1,169 | 4.06% | Q1 2026 | May 15, 2026 |
| Envision Financial Transparency, LLC | History | New | 29,836 | 17,829 | 17.32% | — | 878 | +29,836 | New | Q1 2026 | May 13, 2026 |
| Ground Swell Capital, LLC | History | New | 29,813 | 17,814 | 35.15% | — | 879 | +29,813 | New | Q1 2026 | Apr 21, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 29,690 | 17,741 | 1.33% | 1.29% | 880 | +1,798 | 6.45% | Q1 2026 | May 04, 2026 |
| Davidson Kahn Capital Management, LLC | History | Reduced | 29,556 | 17,661 | 9.42% | 10.62% | 881 | -3,036 | -9.32% | Q1 2026 | Apr 22, 2026 |
| Gibson Wealth Advisors LLC | History | Added to | 29,547 | 17,655 | 11.83% | 12.68% | 882 | +52 | 0.18% | Q1 2026 | Apr 14, 2026 |
| Haverford Trust Co | History | Added to | 29,531 | 17,646 | 0.16% | 0.16% | 883 | +1,151 | 4.06% | Q1 2026 | May 11, 2026 |
| Ironsides Asset Advisors, LLC | History | Added to | 29,529 | 17,645 | 4.43% | 4.69% | 884 | +24 | 0.08% | Q1 2026 | May 11, 2026 |
| Empowered Funds, LLC | History | New | 29,486 | 17,619 | 0.11% | — | 885 | +29,486 | New | Q1 2026 | May 14, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 29,476 | 17,613 | 1.79% | 1.8% | 886 | +1,001 | 3.52% | Q1 2026 | May 08, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 29,460 | 17,603 | 3.78% | 4.08% | 887 | +763 | 2.66% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 29,361 | 17,544 | 0.41% | 0.49% | 888 | -2,528 | -7.93% | Q1 2026 | May 15, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 29,304 | 17,510 | 3.49% | 3.3% | 889 | +4,066 | 16.11% | Q1 2026 | Apr 09, 2026 |
| Modera Wealth Management, LLC | History | Added to | 29,286 | 17,500 | 0.21% | 0.21% | 890 | +494 | 1.72% | Q1 2026 | May 06, 2026 |
| Battery Global Advisors, LLC | History | Added to | 29,270 | 17,490 | 9.39% | 0.71% | 891 | +24,390 | 499.8% | Q1 2026 | May 14, 2026 |
| NewCorp Financial Services, Inc. | History | Added to | 29,267 | 17,488 | 15.16% | 15.75% | 892 | +907 | 3.2% | Q1 2026 | Apr 23, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 29,256 | 17,482 | 4.79% | 5.38% | 893 | -1,957 | -6.27% | Q1 2026 | May 11, 2026 |
| Secure Asset Management, LLC | History | Reduced | 29,209 | 17,453 | 2.76% | 3.33% | 894 | -4,701 | -13.86% | Q1 2026 | Apr 09, 2026 |
| Chris Bulman Inc | History | Added to | 29,182 | 17,438 | 7.64% | 7.96% | 895 | +492 | 1.71% | Q1 2026 | Apr 13, 2026 |
| Blackston Financial Advisory Group, LLC | History | Added to | 29,043 | 17,354 | 10.88% | 11.05% | 896 | +104 | 0.36% | Q1 2026 | Apr 23, 2026 |
| Arista Wealth Management, LLC | History | Reduced | 29,037 | 17,351 | 2.11% | 2.35% | 897 | -1,416 | -4.65% | Q1 2026 | Apr 30, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | Reduced | 29,000 | 17,328 | 7.06% | 8.95% | 898 | -850 | -2.85% | Q1 2026 | May 12, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 27,618 | 17,319 | 1.34% | 1.34% | 899 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 28,902 | 17,270 | 0.76% | 0.81% | 900 | +1,641 | 6.02% | Q1 2026 | Apr 28, 2026 |
| Avory & Company, LLC | History | No change | 28,810 | 17,215 | 22.27% | 11.56% | 901 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 27,397 | 17,181 | 1.29% | 1.29% | 902 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| First American Bank | History | Added to | 28,703 | 17,151 | 1.08% | 0.95% | 903 | +3,793 | 15.23% | Q1 2026 | Apr 20, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 28,604 | 17,092 | 2.03% | 2.24% | 904 | -1,046 | -3.53% | Q1 2026 | Apr 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 28,512 | 17,037 | 0.43% | 0.48% | 905 | -733 | -2.51% | Q1 2026 | Apr 07, 2026 |
| Allie Family Office LLC | History | Added to | 28,364 | 16,947 | 7.42% | 5.87% | 906 | +7,541 | 36.21% | Q1 2026 | May 13, 2026 |
| Future Financial Wealth Managment LLC | History | Added to | 26,279 | 16,909 | 10.9% | 10.53% | 907 | +1,166 | 4.64% | Q1 2026 | Apr 16, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 28,294 | 16,908 | 4.04% | 4.5% | 908 | +1,772 | 6.68% | Q1 2026 | May 07, 2026 |
| Certified Advisory Corp | History | Added to | 28,263 | 16,888 | 1.51% | 1.57% | 909 | +850 | 3.1% | Q1 2026 | Apr 17, 2026 |
| FWG Investments, LLC. | History | Reduced | 28,248 | 16,879 | 10.73% | 11.65% | 910 | -915 | -3.14% | Q1 2026 | Apr 21, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 28,214 | 16,859 | 0.12% | 0.13% | 911 | -2,565 | -8.33% | Q1 2026 | May 15, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 26,795 | 16,803 | 4.58% | 4.58% | 912 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Reduced | 28,089 | 16,784 | 0.51% | 1.55% | 913 | -56,358 | -66.74% | Q1 2026 | May 14, 2026 |
| Berger Financial Group, Inc | History | Reduced | 27,888 | 16,664 | 0.93% | 1.04% | 914 | -804 | -2.8% | Q1 2026 | Apr 28, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 27,802 | 16,613 | 1.34% | 1.27% | 915 | +1,347 | 5.09% | Q1 2026 | Apr 06, 2026 |
| Vested Financial Planning, LLC | History | Added to | 27,724 | 16,566 | 12.62% | 12.58% | 916 | +1,673 | 6.42% | Q1 2026 | Apr 16, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Reduced | 27,657 | 16,526 | 10.27% | 11.13% | 917 | -583 | -2.06% | Q1 2026 | Apr 21, 2026 |
| Glenview Trust Co | History | Added to | 27,651 | 16,522 | 0.26% | 0.26% | 918 | +795 | 2.96% | Q1 2026 | May 08, 2026 |
| Guardian Financial Partners, LLC | History | Reduced | 27,634 | 16,512 | 6.97% | 7.7% | 919 | -1,482 | -5.09% | Q1 2026 | Apr 15, 2026 |
| LOWERY THOMAS, LLC | History | Reduced | 27,491 | 16,427 | 9.39% | 9.88% | 920 | -386 | -1.38% | Q1 2026 | May 13, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | Added to | 27,404 | 16,375 | 36.84% | 36.52% | 921 | +291 | 1.07% | Q1 2026 | May 15, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 27,278 | 16,299 | 0.81% | 0.85% | 922 | -182 | -0.66% | Q1 2026 | May 07, 2026 |
| VICUS CAPITAL | History | Added to | 27,239 | 16,276 | 1.2% | 1.13% | 923 | +3,289 | 13.73% | Q1 2026 | Apr 22, 2026 |
| PAYDEN & RYGEL | History | Added to | 27,207 | 16,258 | 1.25% | 1.17% | 924 | +252 | 0.93% | Q1 2026 | May 12, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Added to | 27,204 | 16,255 | 6.45% | 5.91% | 925 | +1,815 | 7.15% | Q1 2026 | Apr 14, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 27,196 | 16,251 | 6.46% | 6.5% | 926 | +1,593 | 6.22% | Q1 2026 | Apr 22, 2026 |
| Aspire Growth Partners LLC | History | Added to | 27,064 | 16,172 | 11.1% | 10.91% | 927 | +2,084 | 8.34% | Q1 2026 | Apr 17, 2026 |
| Sowell Financial Services LLC | History | Added to | 27,061 | 16,170 | 0.6% | 0.53% | 928 | +4,022 | 17.46% | Q1 2026 | Apr 20, 2026 |
| GM Advisory Group, LLC | History | Added to | 26,987 | 16,126 | 0.62% | 0.65% | 929 | +456 | 1.72% | Q1 2026 | Apr 28, 2026 |
| Cadia Private Client LLC | History | Reduced | 26,960 | 16,110 | 13.07% | 13.46% | 930 | -94 | -0.35% | Q1 2026 | May 20, 2026 |
| CORDA Investment Management, LLC. | History | Added to | 26,920 | 16,085 | 1.11% | 1.23% | 931 | +27 | 0.1% | Q1 2026 | May 04, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 26,905 | 16,077 | 14.97% | — | 932 | +26,905 | New | Q1 2026 | May 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 26,894 | 16,070 | 0.28% | 0.29% | 933 | +489 | 1.85% | Q1 2026 | May 04, 2026 |
| Meridian Wealth Advisors, LLC | History | Reduced | 26,772 | 15,997 | 2.11% | 2.6% | 934 | -3,187 | -10.64% | Q1 2026 | May 11, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 26,755 | 15,987 | 0.24% | 0.24% | 935 | +226 | 0.85% | Q1 2026 | Apr 08, 2026 |
| Hilltop Holdings Inc. | History | Added to | 26,724 | 15,968 | 1.44% | 0.91% | 936 | +2,282 | 9.34% | Q1 2026 | May 14, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 26,561 | 15,871 | 1.57% | 1.64% | 937 | +568 | 2.19% | Q1 2026 | Apr 27, 2026 |
| Security Financial Services, INC. | History | No change | 25,289 | 15,859 | 2.49% | 2.49% | 938 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Rossmore Private Capital | History | Reduced | 26,389 | 15,768 | 1.38% | 1.48% | 939 | -26 | -0.1% | Q1 2026 | May 01, 2026 |
| Intellus Advisors LLC | History | Added to | 26,325 | 15,730 | 2.15% | 2.15% | 940 | +437 | 1.69% | Q1 2026 | May 07, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 26,038 | 15,558 | 0.46% | 0.34% | 941 | +6,887 | 35.96% | Q1 2026 | May 11, 2026 |
| Independent Family Office, LLC | History | Added to | 26,031 | 15,554 | 6.4% | 6.3% | 942 | +1,960 | 8.14% | Q1 2026 | May 15, 2026 |
| Peachtree Investment Partners, LLC | History | Reduced | 25,971 | 15,519 | 5.91% | 6.29% | 944 | -4,247 | -14.05% | Q1 2026 | May 08, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 25,972 | 15,519 | 2.97% | 3.17% | 943 | -480 | -1.81% | Q1 2026 | Apr 15, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 25,956 | 15,510 | 4.86% | 5.22% | 945 | -283 | -1.08% | Q1 2026 | May 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 25,751 | 15,387 | 1.09% | 1.04% | 946 | +2,727 | 11.84% | Q1 2026 | May 12, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 25,716 | 15,365 | 2.03% | 2.23% | 947 | +132 | 0.52% | Q1 2026 | Apr 28, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 25,556 | 15,271 | 0.63% | 0.49% | 948 | +6,603 | 34.84% | Q1 2026 | Apr 14, 2026 |
| Ascent Group, LLC | History | Reduced | 25,508 | 15,242 | 0.53% | 0.55% | 949 | -370 | -1.43% | Q1 2026 | May 15, 2026 |
| HUB Investment Partners, LLC | History | Added to | 25,492 | 15,232 | 0.36% | 0.34% | 950 | +4,369 | 20.68% | Q1 2026 | May 15, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 25,409 | 15,183 | 1.63% | 1.65% | 951 | -539 | -2.08% | Q1 2026 | Apr 21, 2026 |
| Freestate Advisors LLC | History | Added to | 25,367 | 15,157 | 12.12% | 12.3% | 952 | +1,229 | 5.09% | Q1 2026 | Apr 09, 2026 |
| FORMULATE FINANCIAL LLC | History | Added to | 25,298 | 15,116 | 18.66% | 18.41% | 954 | +252 | 1.01% | Q1 2026 | Apr 29, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 24,104 | 15,116 | 5.03% | 5.03% | 953 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 25,287 | 15,110 | 0.92% | 0.96% | 955 | +404 | 1.62% | Q1 2026 | May 14, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 25,270 | 15,100 | 3.83% | 4.35% | 957 | -1,605 | -5.97% | Q1 2026 | Apr 28, 2026 |
| Global Endowment Management, LP | History | Added to | 25,270 | 15,100 | 1.69% | 1.91% | 956 | +807 | 3.3% | Q1 2026 | May 14, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Reduced | 25,213 | 15,066 | 14.8% | 15.07% | 958 | -96 | -0.38% | Q1 2026 | May 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 24,980 | 15,044 | 1.04% | 1.05% | 959 | +580 | 2.38% | Q1 2026 | May 01, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 25,105 | 15,001 | 2.99% | 3.28% | 960 | +586 | 2.39% | Q1 2026 | May 01, 2026 |
| Ascentis Independent Advisors | History | Added to | 25,057 | 14,973 | 1.13% | 1.36% | 961 | +11,657 | 86.99% | Q1 2026 | Apr 28, 2026 |
| BTC Capital Management, Inc. | History | Added to | 25,050 | 14,968 | 1.01% | 0.87% | 962 | +5,528 | 28.32% | Q1 2026 | Apr 20, 2026 |
| AVITY INVESTMENT MANAGEMENT INC. | History | Added to | 24,908 | 14,883 | 1.08% | 1.09% | 963 | +21 | 0.08% | Q1 2026 | Apr 08, 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC | History | New | 24,757 | 14,793 | 10.57% | — | 964 | +24,757 | New | Q1 2026 | May 08, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 24,693 | 14,757 | 0.15% | 0.17% | 965 | +187 | 0.76% | Q1 2026 | May 12, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 24,689 | 14,756 | 2.87% | 2.51% | 966 | +1,608 | 6.97% | Q1 2026 | May 14, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 24,646 | 14,727 | 7.77% | 8.57% | 967 | -6 | -0.02% | Q1 2026 | Apr 23, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 24,601 | 14,700 | 0.39% | 0.41% | 968 | -887 | -3.48% | Q1 2026 | May 14, 2026 |
| Hegarty Advisors, LLC | History | Added to | 24,579 | 14,687 | 11.58% | 13.15% | 969 | +435 | 1.8% | Q1 2026 | Apr 30, 2026 |
| YANKCOM Partnership | History | Added to | 24,550 | 14,669 | 6.03% | 6.02% | 970 | +1,970 | 8.72% | Q1 2026 | Apr 20, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 24,525 | 14,654 | 0.61% | 1.28% | 971 | -31,059 | -55.88% | Q1 2026 | May 14, 2026 |
| Traction Financial Partners, LLC | History | Added to | 24,339 | 14,543 | 8.95% | 8.91% | 972 | +361 | 1.51% | Q1 2026 | May 14, 2026 |
| Charis Legacy Partners, LLC | History | Added to | 24,290 | 14,514 | 21.23% | 21.93% | 973 | +596 | 2.52% | Q1 2026 | Apr 07, 2026 |
| SG Americas Securities, LLC | History | Added to | 24,244 | 14,487 | 0.02% | 0.01% | 974 | +12,747 | 110.87% | Q1 2026 | Apr 16, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 24,203 | 14,462 | 2.1% | 2.12% | 975 | +776 | 3.31% | Q1 2026 | May 13, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 24,195 | 14,457 | 3.02% | 2.95% | 976 | +3,075 | 14.56% | Q1 2026 | Apr 15, 2026 |
| ArchPoint Investors | History | Added to | 24,180 | 14,448 | 3.44% | 3.42% | 977 | +1,173 | 5.1% | Q1 2026 | May 14, 2026 |
| Flower City Capital | History | Added to | 24,134 | 14,421 | 7.23% | 7.58% | 978 | +422 | 1.78% | Q1 2026 | Apr 14, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 23,325 | 14,413 | 3.77% | 3.92% | 979 | +807 | 3.58% | Q1 2026 | May 01, 2026 |
| Westmount Partners, LLC | History | Added to | 24,098 | 14,399 | 3.54% | 3.7% | 980 | +444 | 1.88% | Q1 2026 | Apr 16, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 24,064 | 14,379 | 1.17% | 1.24% | 981 | +50 | 0.21% | Q1 2026 | Apr 22, 2026 |
| TFB Advisors LLC | History | Reduced | 24,030 | 14,359 | 7.52% | 5.2% | 982 | -5,670 | -19.09% | Q1 2026 | Apr 20, 2026 |
| Roth Financial Partners LLC | History | Reduced | 23,960 | 14,317 | 4.89% | 6.47% | 983 | -7,325 | -23.41% | Q1 2026 | Apr 21, 2026 |
| DeDora Capital, Inc. | History | Reduced | 23,913 | 14,289 | 3.5% | 3.61% | 984 | -382 | -1.57% | Q1 2026 | Apr 27, 2026 |
| Covington Investment Advisors Inc. | History | Added to | 23,890 | 14,275 | 2.1% | 1.89% | 985 | +1,847 | 8.38% | Q1 2026 | May 12, 2026 |
| Calder Financial LLC | History | Reduced | 23,677 | 14,260 | 14.16% | 14.95% | 986 | -609 | -2.51% | Q1 2026 | Apr 07, 2026 |
| Xena Financial Planning, LLC | History | Added to | 23,800 | 14,240 | 16.07% | 16.82% | 987 | +957 | 4.19% | Q1 2026 | Apr 14, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Reduced | 23,798 | 14,220 | 6.75% | 8.9% | 988 | -8,167 | -25.55% | Q1 2026 | Apr 15, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 23,719 | 14,173 | 1.09% | 1.11% | 989 | +317 | 1.35% | Q1 2026 | Apr 08, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Reduced | 23,681 | 14,150 | 5.35% | 5.58% | 990 | -306 | -1.28% | Q1 2026 | May 14, 2026 |
| WorthPointe, LLC | History | Reduced | 23,651 | 14,132 | 3.83% | 4.56% | 991 | -4,022 | -14.53% | Q1 2026 | May 12, 2026 |
| Bishop & Co Investment Management, LLC | History | Reduced | 23,647 | 14,130 | 4.85% | 5.06% | 992 | -698 | -2.87% | Q1 2026 | Apr 24, 2026 |
| M Holdings Securities, Inc. | History | Added to | 21,326 | 14,118 | 0.95% | 0.93% | 993 | +618 | 2.98% | Q1 2026 | May 12, 2026 |
| Strategic Financial Group, LLC | History | New | 23,544 | 14,068 | 14.48% | — | 994 | +23,544 | New | Q1 2026 | Apr 29, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 23,388 | 13,975 | 0.33% | 0.32% | 995 | +1,525 | 6.98% | Q1 2026 | Apr 30, 2026 |
| Stelac Advisory Services LLC | History | Added to | 23,371 | 13,965 | 2.83% | 4.93% | 996 | +1,123 | 5.05% | Q1 2026 | May 08, 2026 |
| Marshall Financial Group, LLC | History | Added to | 23,363 | 13,960 | 2.24% | 1.98% | 997 | +7,112 | 43.76% | Q1 2026 | Apr 10, 2026 |
| GAM Holding AG | History | No change | 22,250 | 13,951 | 0.89% | 0.89% | 998 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Activest Wealth Management | History | Reduced | 23,279 | 13,910 | 2.44% | 2.8% | 999 | -650 | -2.72% | Q1 2026 | Apr 15, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | Added to | 23,200 | 13,863 | 5.14% | 3.08% | 1000 | +9,951 | 75.11% | Q1 2026 | Apr 14, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 23,020 | 13,755 | 0.58% | 0.59% | 1001 | +1,476 | 6.85% | Q1 2026 | Apr 30, 2026 |
| KPP Advisory Services LLC | History | Added to | 22,988 | 13,736 | 1.99% | 1.68% | 1002 | +4,543 | 24.63% | Q1 2026 | Apr 24, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 22,843 | 13,649 | 1.51% | 1.6% | 1003 | +141 | 0.62% | Q1 2026 | May 14, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 22,839 | 13,647 | 3.42% | 3.55% | 1004 | +943 | 4.31% | Q1 2026 | Apr 17, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 22,794 | 13,620 | 3.88% | 3.75% | 1005 | +1,438 | 6.73% | Q1 2026 | Apr 07, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 22,713 | 13,571 | 3.7% | 3.94% | 1006 | +1,698 | 8.08% | Q1 2026 | Apr 09, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 22,710 | 13,570 | 5.61% | 2.86% | 1007 | +11,639 | 105.13% | Q1 2026 | Apr 08, 2026 |
| Cordoba Advisory Partners LLC | History | Reduced | 22,629 | 13,521 | 3.74% | 4.52% | 1008 | -6,558 | -22.47% | Q1 2026 | Apr 28, 2026 |
| Disciplina Capital Management LLC | History | Added to | 22,584 | 13,495 | 1.43% | 1.58% | 1009 | +515 | 2.33% | Q1 2026 | May 07, 2026 |
| SACHEM HILL LLC | History | Reduced | 22,552 | 13,475 | 2.61% | 2.76% | 1010 | -120 | -0.53% | Q1 2026 | May 13, 2026 |
| Soundwatch Capital LLC | History | Reduced | 22,527 | 13,461 | 1.7% | 2.21% | 1011 | -158 | -0.7% | Q1 2026 | May 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 22,525 | 13,460 | 0.6% | 0.63% | 1012 | +803 | 3.7% | Q1 2026 | May 12, 2026 |
| Hilltop National Bank | History | Added to | 22,490 | 13,438 | 3.2% | 3.18% | 1013 | +1,550 | 7.4% | Q1 2026 | Apr 02, 2026 |
| Mendel Capital Management LLC | History | New | 22,242 | 13,290 | 6.68% | — | 1014 | +22,242 | New | Q1 2026 | Apr 21, 2026 |
| Continuum Advisory, LLC | History | Added to | 22,150 | 13,235 | 1.27% | 1.34% | 1015 | +763 | 3.57% | Q1 2026 | Apr 22, 2026 |
| Oakmont Advisory Group, LLC | History | Added to | 22,065 | 13,185 | 13.43% | 12.69% | 1016 | +3,104 | 16.37% | Q1 2026 | May 12, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 22,028 | 13,162 | 0.79% | 0.79% | 1017 | +647 | 3.03% | Q1 2026 | May 01, 2026 |
| Enclave Advisors LLC | History | Added to | 22,021 | 13,158 | 1.8% | 1.89% | 1018 | +738 | 3.47% | Q1 2026 | Apr 13, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 22,007 | 13,150 | 9.88% | 10.17% | 1019 | +688 | 3.23% | Q1 2026 | Apr 16, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 21,988 | 13,139 | 2.63% | 2.73% | 1020 | +1,206 | 5.8% | Q1 2026 | Apr 14, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Added to | 21,966 | 13,125 | 7.93% | 7.44% | 1021 | +322 | 1.49% | Q1 2026 | May 15, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 19,142 | 13,062 | 0.78% | 0.76% | 1022 | +550 | 2.96% | Q1 2026 | May 14, 2026 |
| Sageworth Trust Co of South Dakota | History | Added to | 21,828 | 13,043 | 10.33% | 11.05% | 1023 | +262 | 1.21% | Q1 2026 | Apr 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 21,697 | 12,965 | 0.19% | 0.21% | 1024 | -244 | -1.11% | Q1 2026 | May 13, 2026 |
| Prospera Capital Management, LLC | History | Added to | 21,655 | 12,939 | 6.49% | 6.75% | 1025 | +336 | 1.58% | Q1 2026 | Apr 08, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 21,596 | 12,904 | 0.68% | 0.76% | 1026 | -549 | -2.48% | Q1 2026 | Apr 29, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 21,518 | 12,858 | 1.01% | 1.0% | 1027 | +180 | 0.84% | Q1 2026 | Apr 23, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 21,488 | 12,840 | 0.62% | 0.65% | 1028 | +101 | 0.47% | Q1 2026 | May 04, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Added to | 21,409 | 12,793 | 11.88% | 12.26% | 1029 | +428 | 2.04% | Q1 2026 | Apr 24, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 21,407 | 12,791 | 7.57% | 7.99% | 1030 | -36,176 | -62.82% | Q1 2026 | Apr 16, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 21,357 | 12,761 | 0.74% | 0.8% | 1031 | -207 | -0.96% | Q1 2026 | Apr 29, 2026 |
| Center For Asset Management LLC | History | Added to | 21,246 | 12,696 | 6.31% | 5.96% | 1032 | +3,071 | 16.9% | Q1 2026 | Apr 16, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 21,245 | 12,694 | 0.36% | 0.35% | 1033 | +1,466 | 7.41% | Q1 2026 | May 12, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 21,215 | 12,676 | 0.76% | 0.81% | 1034 | -157 | -0.73% | Q1 2026 | May 13, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 21,208 | 12,672 | 3.59% | 3.12% | 1035 | +2,683 | 14.48% | Q1 2026 | Apr 16, 2026 |
| Up Capital Management, Inc. | History | Reduced | 21,193 | 12,663 | 14.2% | 13.81% | 1036 | -3,429 | -13.93% | Q1 2026 | Apr 20, 2026 |
| PHILADELPHIA TRUST CO | History | Reduced | 21,188 | 12,661 | 0.89% | 0.92% | 1037 | -186 | -0.87% | Q1 2026 | May 13, 2026 |
| Bison Wealth, LLC | History | Reduced | 18,535 | 12,648 | 1.22% | 1.25% | 1038 | -38 | -0.2% | Q1 2026 | May 15, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 21,143 | 12,633 | 1.36% | 1.56% | 1039 | -876 | -3.98% | Q1 2026 | Apr 14, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 21,118 | 12,619 | 0.39% | 0.39% | 1040 | +840 | 4.14% | Q1 2026 | Apr 24, 2026 |
| Donalies Financial Planning, LLC | History | Added to | 21,100 | 12,608 | 10.75% | 10.56% | 1041 | +1,321 | 6.68% | Q1 2026 | May 05, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Added to | 200,814 | 12,569 | 4.72% | 5.17% | 1042 | +55,249 | 37.95% | Q1 2026 | May 14, 2026 |
| Systelligence, LLC | History | Reduced | 21,028 | 12,565 | 2.44% | 2.8% | 1043 | -2,453 | -10.45% | Q1 2026 | Apr 21, 2026 |
| Oasis Advisors, LLC | History | Added to | 25,989 | 12,481 | 2.45% | 0.25% | 1044 | +25,226 | 3306.16% | Q1 2026 | May 04, 2026 |
| Cadence Bank | History | No change | 19,888 | 12,472 | 0.73% | 0.73% | 1045 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 20,870 | 12,471 | 2.42% | 2.66% | 1046 | -45 | -0.22% | Q1 2026 | May 12, 2026 |
| PFG Investments, LLC | History | Added to | 20,735 | 12,390 | 0.58% | 0.47% | 1047 | +4,713 | 29.42% | Q1 2026 | Apr 27, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 20,623 | 12,323 | 0.03% | 0.02% | 1048 | -35 | -0.17% | Q1 2026 | May 14, 2026 |
| Bangor Savings Bank | History | Added to | 20,540 | 12,273 | 0.98% | 1.03% | 1049 | +33 | 0.16% | Q1 2026 | Apr 01, 2026 |
| Pachira Investments Inc. | History | Reduced | 20,454 | 12,222 | 5.71% | 6.59% | 1050 | -1,126 | -5.22% | Q1 2026 | Apr 27, 2026 |
| Climber Capital SA | History | Reduced | 20,881 | 12,172 | 7.97% | 10.54% | 1051 | -5,455 | -20.71% | Q1 2026 | May 01, 2026 |
| Coyle Financial Counsel LLC | History | Reduced | 20,318 | 12,140 | 2.57% | 2.78% | 1052 | -430 | -2.07% | Q1 2026 | May 12, 2026 |
| Indivisible Partners | History | Added to | 20,308 | 12,135 | 1.07% | 0.84% | 1053 | +7,966 | 64.54% | Q1 2026 | Apr 30, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Added to | 20,259 | 12,105 | 6.42% | 5.92% | 1054 | +3,267 | 19.23% | Q1 2026 | Apr 23, 2026 |
| VAN STRUM & TOWNE INC. | History | Reduced | 20,169 | 12,052 | 3.52% | 3.57% | 1055 | -173 | -0.85% | Q1 2026 | May 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 20,099 | 12,010 | 0.57% | 0.55% | 1056 | +851 | 4.42% | Q1 2026 | May 18, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 20,063 | 11,988 | 1.05% | — | 1057 | +20,063 | New | Q1 2026 | May 06, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Added to | 18,195 | 11,943 | 11.21% | 9.74% | 1058 | +2,279 | 14.32% | Q1 2026 | Apr 27, 2026 |
| KWB Wealth | History | No change | 19,039 | 11,939 | 1.18% | 1.13% | 1059 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Sendero Wealth Management, LLC | History | Reduced | 19,953 | 11,923 | 1.32% | 1.43% | 1060 | -587 | -2.86% | Q1 2026 | Apr 22, 2026 |
| Saiph Capital, LLC | History | Reduced | 19,884 | 11,881 | 4.5% | 4.56% | 1061 | -344 | -1.7% | Q1 2026 | May 12, 2026 |
| LANDAAS & CO /WI /ADV | History | Reduced | 19,833 | 11,851 | 2.6% | 2.76% | 1062 | -192 | -0.96% | Q1 2026 | Apr 30, 2026 |
| Gambit Capital Management, LLC | History | Reduced | 19,808 | 11,836 | 8.15% | 10.13% | 1063 | -2,775 | -12.29% | Q1 2026 | May 14, 2026 |
| Delta Wealth Advisors LLC | History | Reduced | 19,799 | 11,831 | 9.0% | 10.64% | 1064 | -468 | -2.31% | Q1 2026 | Apr 21, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 19,707 | 11,776 | 2.0% | 2.08% | 1065 | -85 | -0.43% | Q1 2026 | May 06, 2026 |
| CSM Advisors, LLC | History | Added to | 19,706 | 11,775 | 0.29% | 0.34% | 1066 | +37 | 0.19% | Q1 2026 | May 15, 2026 |
| Prosperitas Financial LLC | History | Added to | 19,669 | 11,752 | 4.38% | 4.77% | 1067 | +93 | 0.48% | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 20,215 | 11,743 | 0.74% | 0.6% | 1068 | -387 | -1.88% | Q1 2026 | Apr 24, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 20,172 | 11,718 | 0.69% | 0.67% | 1069 | +189 | 0.95% | Q1 2026 | May 14, 2026 |
| Clark Asset Management, LLC | History | Added to | 19,605 | 11,715 | 1.1% | 1.24% | 1070 | +550 | 2.89% | Q1 2026 | Apr 16, 2026 |
| Viewpoint Capital Management LLC | History | No change | 19,585 | 11,703 | 5.47% | 5.32% | 1071 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Hyposwiss Advisors SA | History | No change | 19,575 | 11,697 | 11.56% | 12.04% | 1072 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 19,540 | 11,676 | 2.61% | 2.85% | 1073 | -11 | -0.06% | Q1 2026 | Apr 15, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Added to | 19,455 | 11,625 | 0.42% | 0.35% | 1074 | +1,146 | 6.26% | Q1 2026 | May 13, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Reduced | 19,409 | 11,597 | 6.68% | 7.01% | 1075 | -222 | -1.13% | Q1 2026 | Apr 29, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 18,465 | 11,579 | 0.54% | 0.54% | 1076 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 19,340 | 11,557 | 1.33% | 1.48% | 1077 | +383 | 2.02% | Q1 2026 | May 08, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 19,313 | 11,540 | 0.73% | 0.78% | 1078 | +499 | 2.65% | Q1 2026 | Apr 27, 2026 |
| Plan Group Financial, LLC | History | Reduced | 19,272 | 11,515 | 2.7% | 4.48% | 1079 | -8,263 | -30.01% | Q1 2026 | Apr 13, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | Added to | 19,229 | 11,490 | 15.97% | 16.85% | 1080 | +72 | 0.38% | Q1 2026 | May 15, 2026 |
| Hikari Power Ltd | History | No change | 19,200 | 11,473 | 1.0% | 0.95% | 1081 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 19,131 | 11,431 | 0.59% | 0.55% | 1082 | +2,617 | 15.85% | Q1 2026 | Apr 15, 2026 |
| Cannell & Spears LLC | History | Reduced | 19,125 | 11,428 | 0.22% | 0.24% | 1083 | -1,293 | -6.33% | Q1 2026 | May 15, 2026 |
| Legacy Private Trust Co. | History | Reduced | 19,092 | 11,408 | 0.7% | 0.7% | 1084 | -53 | -0.28% | Q1 2026 | Apr 07, 2026 |
| Leo Wealth, LLC | History | Added to | 19,061 | 11,389 | 0.83% | 0.76% | 1085 | +2,301 | 13.73% | Q1 2026 | May 05, 2026 |
| Junk Investment Group, LLC | History | New | 18,992 | 11,348 | 5.95% | — | 1086 | +18,992 | New | Q1 2026 | May 08, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 18,898 | 11,292 | 3.78% | 3.99% | 1087 | -261 | -1.36% | Q1 2026 | May 05, 2026 |
| Independence Bank of Kentucky | History | Added to | 18,872 | 11,276 | 1.43% | 1.31% | 1088 | +2,038 | 12.11% | Q1 2026 | Apr 30, 2026 |
| WoodTrust Financial Corp | History | Reduced | 18,857 | 11,268 | 1.45% | 1.86% | 1089 | -6,595 | -25.91% | Q1 2026 | May 06, 2026 |
| Pullen Investment Management, LLC | History | Reduced | 18,819 | 11,245 | 5.65% | 6.22% | 1090 | -2 | -0.01% | Q1 2026 | Apr 15, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 18,815 | 11,243 | 3.22% | 3.3% | 1091 | +712 | 3.93% | Q1 2026 | Apr 15, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 18,812 | 11,240 | 1.56% | 1.63% | 1092 | +177 | 0.95% | Q1 2026 | May 14, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 18,796 | 11,231 | 0.36% | 0.36% | 1093 | +698 | 3.86% | Q1 2026 | Apr 30, 2026 |
| Magnus Financial Group LLC | History | Added to | 18,771 | 11,216 | 0.91% | 0.86% | 1094 | +742 | 4.12% | Q1 2026 | Apr 10, 2026 |
| Horizon Investments, LLC | History | Added to | 18,688 | 11,167 | 0.13% | 0.11% | 1095 | +4,914 | 35.68% | Q1 2026 | May 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 18,682 | 11,163 | 0.23% | 0.21% | 1096 | +1,518 | 8.84% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 18,675 | 11,159 | 0.68% | 0.72% | 1097 | +473 | 2.6% | Q1 2026 | Apr 13, 2026 |
| Serenus Wealth Advisors, LLC | History | Added to | 18,670 | 11,156 | 2.23% | 1.99% | 1098 | +428 | 2.35% | Q1 2026 | Apr 27, 2026 |
| Oath Planning, LLC | History | Added to | 18,576 | 11,100 | 9.86% | 9.55% | 1099 | +3,150 | 20.42% | Q1 2026 | May 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 18,575 | 11,099 | 0.58% | 0.6% | 1100 | +1,102 | 6.31% | Q1 2026 | May 07, 2026 |
| ROCKLAND TRUST CO | History | Added to | 18,519 | 11,066 | 0.44% | 0.45% | 1101 | +262 | 1.44% | Q1 2026 | Apr 16, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 18,510 | 11,060 | 3.59% | 4.13% | 1102 | -2,144 | -10.38% | Q1 2026 | Apr 21, 2026 |
| Navigate Wealth Management, LLC | History | New | 17,044 | 11,031 | 7.75% | — | 1103 | +17,044 | New | Q1 2026 | Apr 27, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 18,332 | 10,954 | 4.72% | 4.71% | 1104 | +1,588 | 9.48% | Q1 2026 | Apr 29, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 18,299 | 10,934 | 0.16% | 0.17% | 1105 | +2,122 | 13.12% | Q1 2026 | May 11, 2026 |
| Cannon Capital Management, Inc. | History | Added to | 18,075 | 10,800 | 8.78% | 8.97% | 1106 | +1,804 | 11.09% | Q1 2026 | May 07, 2026 |
| Cypress Point Wealth Management, LLC | History | Reduced | 18,059 | 10,791 | 2.32% | 2.52% | 1107 | -324 | -1.76% | Q1 2026 | Apr 13, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Added to | 17,987 | 10,748 | 9.34% | 9.81% | 1108 | +249 | 1.4% | Q1 2026 | Apr 21, 2026 |
| Strive Financial Group ,LLC | History | Added to | 17,951 | 10,727 | 5.69% | 5.07% | 1109 | +2,656 | 17.37% | Q1 2026 | May 15, 2026 |
| Agate Pass Investment Management, LLC | History | Added to | 17,842 | 10,661 | 4.17% | 2.36% | 1110 | +7,718 | 76.23% | Q1 2026 | Apr 07, 2026 |
| SP Asset Management LLC | History | Reduced | 17,838 | 10,658 | 0.94% | 0.91% | 1111 | -494 | -2.69% | Q1 2026 | May 06, 2026 |
| Cornerstone National Bank & Trust Co | History | New | 17,626 | 10,616 | 3.91% | — | 1112 | +17,626 | New | Q1 2026 | Apr 14, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 350,676 | 10,607 | 0.8% | 0.92% | 1113 | -13,116 | -3.61% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 17,738 | 10,599 | 0.95% | 1.01% | 1114 | -580 | -3.17% | Q1 2026 | Apr 30, 2026 |
| Five Pine Wealth Management | History | Added to | 17,719 | 10,588 | 6.58% | 6.95% | 1115 | +449 | 2.6% | Q1 2026 | Apr 16, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Added to | 17,715 | 10,585 | 2.38% | 2.24% | 1116 | +873 | 5.18% | Q1 2026 | Apr 23, 2026 |
| Mittelman Wealth Management | History | Reduced | 17,684 | 10,567 | 6.59% | 7.49% | 1117 | -696 | -3.79% | Q1 2026 | May 15, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 16,811 | 10,542 | 0.97% | 0.95% | 1118 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 17,622 | 10,529 | 0.14% | 0.14% | 1119 | +260 | 1.5% | Q1 2026 | Apr 21, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 17,596 | 10,514 | 0.03% | 0.03% | 1120 | -1,182 | -6.29% | Q1 2026 | May 14, 2026 |
| Balefire, LLC | History | Added to | 17,533 | 10,476 | 1.97% | 2.03% | 1121 | +881 | 5.29% | Q1 2026 | May 07, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 17,484 | 10,447 | 1.05% | 1.1% | 1122 | +82 | 0.47% | Q1 2026 | Apr 30, 2026 |
| WEST BANCORPORATION INC | History | Added to | 17,479 | 10,444 | 5.21% | 5.56% | 1123 | +549 | 3.24% | Q1 2026 | Apr 23, 2026 |
| Victrix Investment Advisors | History | Added to | 17,432 | 10,416 | 3.78% | 3.94% | 1124 | +1,217 | 7.51% | Q1 2026 | Apr 09, 2026 |
| SageView Advisory Group, LLC | History | No change | 16,547 | 10,377 | 0.35% | 0.35% | 1125 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BancFirst Trust & Investment Management | History | Reduced | 17,857 | 10,373 | 4.58% | 4.72% | 1126 | -281 | -1.55% | Q1 2026 | Apr 01, 2026 |
| J.Safra Asset Management Corp | History | Added to | 17,337 | 10,359 | 0.56% | 0.57% | 1127 | +30 | 0.17% | Q1 2026 | May 04, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 17,327 | 10,353 | 1.67% | 1.37% | 1128 | +3,299 | 23.52% | Q1 2026 | May 08, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 15,729 | 10,342 | 2.15% | 2.1% | 1129 | -7 | -0.04% | Q1 2026 | May 04, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 17,292 | 10,333 | 2.44% | 2.57% | 1130 | +4,289 | 32.98% | Q1 2026 | May 15, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 17,244 | 10,304 | 0.35% | 0.36% | 1131 | -200 | -1.15% | Q1 2026 | May 06, 2026 |
| Financial Enhancement Group LLC | History | Added to | 15,764 | 10,290 | 1.27% | 1.06% | 1132 | +2,888 | 22.43% | Q1 2026 | Apr 20, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | Added to | 17,218 | 10,288 | 6.01% | 5.18% | 1133 | +2,745 | 18.97% | Q1 2026 | Apr 16, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 17,193 | 10,273 | 0.74% | 0.8% | 1134 | +53 | 0.31% | Q1 2026 | Apr 29, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 17,179 | 10,265 | 0.92% | 1.07% | 1135 | +2,473 | 16.82% | Q1 2026 | May 12, 2026 |
| Global Financial Private Client, LLC | History | Added to | 17,176 | 10,263 | 3.36% | 3.35% | 1136 | +1,940 | 12.73% | Q1 2026 | Apr 20, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 17,088 | 10,214 | 0.21% | 0.19% | 1137 | -211 | -1.22% | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 17,085 | 10,209 | 0.4% | 0.23% | 1138 | +13,751 | 412.45% | Q1 2026 | May 15, 2026 |
| Vision Retirement, LLC | History | Added to | 17,081 | 10,206 | 2.9% | 2.72% | 1139 | +874 | 5.39% | Q1 2026 | May 07, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 17,068 | 10,196 | 0.76% | 0.83% | 1140 | -4,556 | -21.07% | Q1 2026 | May 20, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 17,058 | 10,192 | 2.92% | 2.89% | 1141 | +203 | 1.2% | Q1 2026 | Apr 28, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 17,039 | 10,181 | 0.8% | 0.76% | 1142 | +2,220 | 14.98% | Q1 2026 | May 01, 2026 |
| THOMIST CAPITAL MANAGEMENT, LP | History | New | 17,000 | 10,158 | 2.73% | — | 1143 | +17,000 | New | Q1 2026 | May 15, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 16,963 | 10,136 | 2.1% | 2.27% | 1144 | +567 | 3.46% | Q1 2026 | May 14, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | No change | 16,900 | 10,098 | 1.05% | 1.14% | 1145 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Added to | 16,876 | 10,084 | 0.93% | 0.88% | 1146 | +148 | 0.88% | Q1 2026 | Apr 30, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 16,842 | 10,063 | 1.85% | 2.14% | 1147 | -23 | -0.14% | Q1 2026 | Apr 13, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 16,809 | 10,041 | 4.72% | 3.37% | 1148 | +6,295 | 59.87% | Q1 2026 | Apr 14, 2026 |
| Root Financial Partners, LLC | History | Added to | 16,776 | 10,024 | 0.46% | 0.51% | 1149 | +782 | 4.89% | Q1 2026 | Apr 24, 2026 |
| Family CFO Inc | History | Reduced | 16,727 | 9,995 | 4.48% | 5.42% | 1150 | -2,583 | -13.38% | Q1 2026 | Apr 28, 2026 |
| Navis Wealth Advisors, LLC | History | Reduced | 16,719 | 9,990 | 5.1% | 4.44% | 1151 | -9 | -0.05% | Q1 2026 | May 15, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 16,707 | 9,983 | 1.7% | 1.77% | 1152 | +86 | 0.52% | Q1 2026 | Apr 28, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Added to | 16,702 | 9,980 | 0.54% | 0.43% | 1153 | +6,943 | 71.14% | Q1 2026 | Apr 17, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 16,686 | 9,970 | 1.07% | 1.02% | 1154 | +801 | 5.04% | Q1 2026 | Apr 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 16,630 | 9,937 | 0.24% | 0.28% | 1155 | -1,753 | -9.54% | Q1 2026 | May 11, 2026 |
| Duncan Williams Asset Management, LLC | History | Added to | 16,547 | 9,887 | 2.74% | 2.58% | 1156 | +62 | 0.38% | Q1 2026 | May 05, 2026 |
| Dakota Wealth Management | History | Added to | 16,507 | 9,863 | 0.21% | 0.18% | 1157 | +124 | 0.76% | Q1 2026 | May 07, 2026 |
| LS Investment Advisors, LLC | History | Reduced | 16,490 | 9,853 | 1.47% | 1.65% | 1158 | -2,298 | -12.23% | Q1 2026 | Apr 20, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 16,490 | 9,853 | 1.47% | 1.48% | 1159 | +435 | 2.71% | Q1 2026 | Apr 09, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Added to | 16,478 | 9,846 | 4.55% | 4.57% | 1160 | +355 | 2.2% | Q1 2026 | Apr 13, 2026 |
| HighMark Wealth Management LLC | History | Added to | 16,511 | 9,829 | 4.0% | 4.01% | 1161 | +826 | 5.27% | Q1 2026 | May 05, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 16,439 | 9,823 | 0.27% | 0.25% | 1162 | +2,016 | 13.98% | Q1 2026 | May 14, 2026 |
| CacheTech Inc. | History | Reduced | 16,354 | 9,772 | 1.88% | 1.96% | 1163 | -541 | -3.2% | Q1 2026 | May 11, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 16,353 | 9,771 | 4.09% | 3.65% | 1164 | +657 | 4.19% | Q1 2026 | May 15, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 16,295 | 9,736 | 0.41% | 0.42% | 1165 | +193 | 1.2% | Q1 2026 | Apr 29, 2026 |
| Breakwater Capital Group | History | Added to | 16,282 | 9,729 | 1.3% | 1.41% | 1166 | +198 | 1.23% | Q1 2026 | Apr 20, 2026 |
| Tactive Advisors, LLC | History | Added to | 16,272 | 9,723 | 2.74% | 2.84% | 1167 | +804 | 5.2% | Q1 2026 | Apr 16, 2026 |
| Bank of New Hampshire | History | Reduced | 16,251 | 9,710 | 2.22% | 2.36% | 1168 | -507 | -3.03% | Q1 2026 | Apr 13, 2026 |
| NavPoint Financial, Inc. | History | Added to | 16,140 | 9,644 | 3.9% | 4.29% | 1169 | +132 | 0.82% | Q1 2026 | Apr 24, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 16,082 | 9,609 | 0.15% | 0.15% | 1170 | +242 | 1.53% | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | Added to | 14,516 | 9,589 | 0.75% | 0.76% | 1171 | +545 | 3.9% | Q1 2026 | May 01, 2026 |
| Good Steward Wealth Advisors,LLC | History | Added to | 15,961 | 9,537 | 6.13% | 5.77% | 1172 | +2,028 | 14.56% | Q1 2026 | May 04, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 15,941 | 9,525 | 0.69% | 0.86% | 1173 | -2,167 | -11.97% | Q1 2026 | May 05, 2026 |
| Fiduciary Alliance LLC | History | Added to | 14,802 | 9,524 | 0.57% | 0.6% | 1174 | +282 | 1.94% | Q1 2026 | Apr 20, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 15,183 | 9,521 | 0.33% | 0.33% | 1175 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | Added to | 15,930 | 9,518 | 5.25% | 4.51% | 1176 | +2,681 | 20.24% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 15,920 | 9,513 | 0.58% | 1.78% | 1177 | -42,880 | -72.93% | Q1 2026 | Apr 28, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Reduced | 15,920 | 9,512 | 7.65% | 8.16% | 1178 | -477 | -2.91% | Q1 2026 | Apr 16, 2026 |
| Adams Wealth Management | History | Reduced | 15,895 | 9,498 | 2.09% | 2.16% | 1179 | -284 | -1.76% | Q1 2026 | May 11, 2026 |
| J. Mark Nickell & Co. | History | Reduced | 15,774 | 9,425 | 9.78% | 11.95% | 1180 | -4,864 | -23.57% | Q1 2026 | May 15, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 15,722 | 9,394 | 0.54% | 0.54% | 1181 | +395 | 2.58% | Q1 2026 | Apr 20, 2026 |
| Marble Harbor Investment Counsel, LLC | History | Added to | 15,670 | 9,363 | 1.01% | 1.05% | 1182 | +24 | 0.15% | Q1 2026 | May 08, 2026 |
| ICONIQ Capital, LLC | History | No change | 15,664 | 9,360 | 0.21% | 0.15% | 1183 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 15,635 | 9,342 | 0.08% | 0.09% | 1184 | -625 | -3.84% | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | Added to | 15,585 | 9,312 | 0.29% | 0.32% | 1185 | +4,631 | 42.28% | Q1 2026 | Apr 29, 2026 |
| Regal Investment Advisors LLC | History | Added to | 15,523 | 9,275 | 0.54% | 0.58% | 1186 | +154 | 1.0% | Q1 2026 | May 14, 2026 |
| Cedar Wealth Management, LLC | History | Added to | 15,519 | 9,273 | 2.7% | 2.79% | 1187 | +667 | 4.49% | Q1 2026 | May 14, 2026 |
| NBT BANK N A /NY | History | Reduced | 15,490 | 9,256 | 0.61% | 0.63% | 1188 | -1,528 | -8.98% | Q1 2026 | Apr 28, 2026 |
| Causey Wealth LLC | History | Added to | 15,469 | 9,243 | 3.92% | 4.48% | 1189 | +842 | 5.76% | Q1 2026 | May 12, 2026 |
| Global Assets Advisory, LLC | History | Added to | 19,890 | 9,232 | 2.64% | 1.89% | 1190 | +9,367 | 89.01% | Q1 2026 | May 01, 2026 |
| NWAM LLC | History | Added to | 15,443 | 9,227 | 0.53% | 0.53% | 1191 | +560 | 3.76% | Q1 2026 | May 04, 2026 |
| Everest Financial Group LLC | History | New | 15,436 | 9,223 | 1.52% | — | 1192 | +15,436 | New | Q1 2026 | May 15, 2026 |
| EASTERN BANK | History | Reduced | 15,396 | 9,199 | 0.16% | 0.18% | 1193 | -993 | -6.06% | Q1 2026 | Apr 07, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Added to | 15,365 | 9,181 | 5.38% | 5.5% | 1194 | +142 | 0.93% | Q1 2026 | Apr 17, 2026 |
| M3 Advisory Group, LLC | History | Added to | 15,361 | 9,178 | 5.66% | 5.54% | 1195 | +860 | 5.93% | Q1 2026 | Apr 22, 2026 |
| FIRST HORIZON CORP | History | Reduced | 15,357 | 9,176 | 0.38% | 0.73% | 1196 | -10,702 | -41.07% | Q1 2026 | Apr 30, 2026 |
| Thrive Capital Management, LLC | History | Added to | 15,301 | 9,142 | 2.0% | 1.81% | 1197 | +2,361 | 18.25% | Q1 2026 | Apr 27, 2026 |
| Peak Asset Management, LLC | History | Added to | 15,262 | 9,119 | 1.61% | 1.58% | 1198 | +436 | 2.94% | Q1 2026 | May 14, 2026 |
| Alpha Financial Advisors, LLC | History | Added to | 15,257 | 9,116 | 2.79% | 2.91% | 1199 | +87 | 0.57% | Q1 2026 | May 11, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 15,183 | 9,073 | 0.02% | 0.01% | 1200 | -955 | -5.92% | Q1 2026 | May 14, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 15,142 | 9,048 | 0.08% | 0.06% | 1201 | +3,135 | 26.11% | Q1 2026 | May 07, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 15,142 | 9,048 | 1.72% | 2.06% | 1202 | -945 | -5.87% | Q1 2026 | Apr 20, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 15,137 | 9,045 | 1.32% | 1.74% | 1203 | +88 | 0.58% | Q1 2026 | May 04, 2026 |
| Hurley Capital, LLC | History | Reduced | 15,137 | 9,044 | 4.85% | 5.35% | 1204 | -110 | -0.72% | Q1 2026 | May 06, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 15,101 | 9,023 | 0.39% | 0.36% | 1205 | +850 | 5.96% | Q1 2026 | May 06, 2026 |
| Traveka Wealth, LLC | History | Reduced | 15,052 | 8,994 | 3.43% | 3.99% | 1206 | -586 | -3.75% | Q1 2026 | Apr 22, 2026 |
| Headlands Technologies LLC | History | Reduced | 15,025 | 8,978 | 1.02% | 4.61% | 1207 | -73,126 | -82.96% | Q1 2026 | May 13, 2026 |
| PARTHENON LLC | History | Added to | 14,995 | 8,960 | 1.02% | 0.98% | 1208 | +515 | 3.56% | Q1 2026 | Apr 28, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 14,989 | 8,956 | 3.52% | 4.13% | 1209 | -1,184 | -7.32% | Q1 2026 | May 14, 2026 |
| Tudor Financial Inc. | History | Reduced | 14,980 | 8,951 | 4.58% | 4.85% | 1210 | -116 | -0.77% | Q1 2026 | May 15, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 14,971 | 8,946 | 2.56% | 2.5% | 1211 | +4,698 | 45.73% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 14,971 | 8,946 | 2.56% | 2.98% | 1212 | -400 | -2.6% | Q1 2026 | May 13, 2026 |
| UMB Bank, n.a. | History | Reduced | 14,950 | 8,933 | 0.12% | 0.13% | 1213 | -464 | -3.01% | Q1 2026 | May 11, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 14,898 | 8,902 | 3.51% | 2.57% | 1214 | -1,491 | -9.1% | Q1 2026 | May 06, 2026 |
| Stratos Investment Management, LLC | History | Added to | 14,896 | 8,901 | 0.36% | 0.37% | 1215 | +13 | 0.09% | Q1 2026 | Apr 28, 2026 |
| PCM Encore, LLC | History | Added to | 14,890 | 8,897 | 1.83% | 1.59% | 1216 | +2,954 | 24.75% | Q1 2026 | May 12, 2026 |
| Waterfront Wealth Inc. | History | Added to | 14,868 | 8,884 | 1.63% | 1.56% | 1217 | +1,982 | 15.38% | Q1 2026 | Apr 30, 2026 |
| MAIRS & POWER INC | History | New | 14,866 | 8,883 | 0.09% | — | 1218 | +14,866 | New | Q1 2026 | May 13, 2026 |
| Graetz Wealth LLC | History | Reduced | 14,857 | 8,877 | 7.92% | 9.44% | 1219 | -1,671 | -10.11% | Q1 2026 | Apr 30, 2026 |
| Destination Wealth Management | History | Added to | 14,848 | 8,872 | 0.23% | 0.2% | 1220 | +2,582 | 21.05% | Q1 2026 | May 15, 2026 |
| Trilogy Capital Inc. | History | Reduced | 14,835 | 8,864 | 0.39% | 0.42% | 1221 | -155 | -1.03% | Q1 2026 | Apr 21, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 14,784 | 8,834 | 1.25% | 1.18% | 1222 | +1,176 | 8.64% | Q1 2026 | Apr 15, 2026 |
| DMKC Advisory Services, LLC | History | Reduced | 14,783 | 8,833 | 3.68% | 4.75% | 1223 | -2,466 | -14.3% | Q1 2026 | May 01, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 14,769 | 8,825 | 0.13% | 0.16% | 1224 | -3,196 | -17.79% | Q1 2026 | May 05, 2026 |
| Ategra Capital Management, LLC | History | No change | 14,724 | 8,798 | 4.37% | 4.39% | 1225 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 14,688 | 8,776 | 1.06% | 1.29% | 1226 | -1,595 | -9.8% | Q1 2026 | Apr 08, 2026 |
| VestGen Advisors, LLC | History | Reduced | 12,907 | 8,759 | 0.23% | 1.06% | 1227 | -26,859 | -67.54% | Q1 2026 | May 14, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 14,655 | 8,757 | 0.36% | 0.42% | 1228 | -322 | -2.15% | Q1 2026 | May 12, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 14,651 | 8,754 | 0.13% | 0.17% | 1229 | -5,653 | -27.84% | Q1 2026 | May 22, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 14,647 | 8,752 | 0.01% | 0.01% | 1230 | +1,144 | 8.47% | Q1 2026 | May 13, 2026 |
| Saxony Capital Management, LLC | History | Added to | 14,642 | 8,749 | 5.08% | 4.95% | 1231 | +1,759 | 13.65% | Q1 2026 | Apr 24, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 14,620 | 8,736 | 1.99% | 2.09% | 1232 | -174 | -1.18% | Q1 2026 | Apr 15, 2026 |
| Attessa Capital LLC | History | Added to | 14,596 | 8,721 | 4.74% | 4.75% | 1233 | +739 | 5.33% | Q1 2026 | Apr 07, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 14,588 | 8,717 | 1.26% | 1.13% | 1234 | +1,071 | 7.92% | Q1 2026 | May 14, 2026 |
| Greenhouse Wealth Management, LLC | History | Reduced | 14,550 | 8,694 | 5.38% | 5.42% | 1235 | -60 | -0.41% | Q1 2026 | Apr 23, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 14,545 | 8,691 | 1.22% | 0.82% | 1236 | +5,064 | 53.41% | Q1 2026 | Apr 13, 2026 |
| Columbus Macro, LLC | History | Added to | 14,487 | 8,656 | 0.92% | 0.99% | 1237 | +35 | 0.24% | Q1 2026 | Apr 21, 2026 |
| One Capital Management, LLC | History | Added to | 14,481 | 8,653 | 0.24% | 0.22% | 1238 | +2,893 | 24.97% | Q1 2026 | May 12, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 14,429 | 8,621 | 0.53% | 0.59% | 1239 | +349 | 2.48% | Q1 2026 | Apr 28, 2026 |
| KDT Advisors, LLC | History | No change | 14,354 | 8,577 | 13.66% | 12.62% | 1240 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DF DENT & CO INC | History | Reduced | 14,316 | 8,554 | 0.16% | 0.13% | 1241 | -156 | -1.08% | Q1 2026 | May 15, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 13,008 | 8,552 | 2.86% | 2.54% | 1242 | +863 | 7.11% | Q1 2026 | Apr 28, 2026 |
| Stone Wealth Partners | History | Added to | 14,310 | 8,551 | 7.68% | 7.74% | 1243 | +455 | 3.28% | Q1 2026 | May 07, 2026 |
| SYKON CAPITAL LLC | History | Added to | 14,271 | 8,527 | 2.84% | 2.34% | 1244 | +2,643 | 22.73% | Q1 2026 | Apr 22, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 14,269 | 8,526 | 1.88% | 1.87% | 1245 | +809 | 6.01% | Q1 2026 | Apr 03, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 14,242 | 8,510 | 0.02% | 0.03% | 1246 | -1,091 | -7.12% | Q1 2026 | May 15, 2026 |
| Westshore Wealth, LLC | History | No change | 13,554 | 8,500 | 2.81% | 2.81% | 1247 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Embree Financial Group | History | Reduced | 14,221 | 8,497 | 1.0% | 1.1% | 1248 | -56 | -0.39% | Q1 2026 | Apr 23, 2026 |
| Smith Partners Wealth Management, LLC | History | Added to | 14,206 | 8,488 | 7.6% | 6.71% | 1249 | +2,571 | 22.1% | Q1 2026 | May 11, 2026 |
| Alta Advisers Ltd | History | Reduced | 14,178 | 8,472 | 3.07% | 3.36% | 1250 | -612 | -4.14% | Q1 2026 | May 07, 2026 |
| Sequent Asset Management, LLC | History | No change | 13,506 | 8,470 | 3.76% | 3.76% | 1251 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Burkett Asset Management Ltd | History | Added to | 14,174 | 8,469 | 8.35% | 8.44% | 1252 | +854 | 6.41% | Q1 2026 | May 05, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 14,159 | 8,460 | 0.82% | 0.84% | 1253 | +119 | 0.85% | Q1 2026 | May 05, 2026 |
| Citizens Business Bank | History | Reduced | 14,142 | 8,450 | 1.38% | 1.55% | 1254 | -805 | -5.39% | Q1 2026 | May 01, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 14,107 | 8,429 | 1.15% | 0.96% | 1255 | +3,880 | 37.94% | Q1 2026 | May 08, 2026 |
| Fermata Advisors, LLC | History | Reduced | 14,073 | 8,409 | 1.89% | 2.27% | 1256 | -1,030 | -6.82% | Q1 2026 | Apr 08, 2026 |
| Calamos Advisors LLC | History | New | 14,062 | 8,402 | 0.03% | — | 1258 | +14,062 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Added to | 14,062 | 8,402 | 0.29% | 0.28% | 1257 | +1,286 | 10.07% | Q1 2026 | May 04, 2026 |
| Westfuller Advisors, LLC | History | Added to | 14,057 | 8,399 | 3.63% | 3.53% | 1259 | +137 | 0.98% | Q1 2026 | Apr 28, 2026 |
| Accent Capital Management, LLC | History | Reduced | 14,054 | 8,397 | 4.07% | 3.81% | 1260 | -84 | -0.59% | Q1 2026 | May 11, 2026 |
| Csenge Advisory Group | History | Added to | 13,994 | 8,362 | 0.38% | 0.4% | 1261 | +9 | 0.06% | Q1 2026 | Apr 30, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 13,992 | 8,360 | 0.31% | 0.34% | 1262 | -2,306 | -14.15% | Q1 2026 | Apr 21, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 13,319 | 8,352 | 1.21% | 1.21% | 1263 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Montecito Bank & Trust | History | Reduced | 13,972 | 8,348 | 1.37% | 1.43% | 1264 | -330 | -2.31% | Q1 2026 | Apr 16, 2026 |
| Stegner Investment Associates Inc. | History | No change | 13,954 | 8,337 | 4.57% | 4.65% | 1265 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 13,942 | 8,331 | 2.56% | 2.76% | 1266 | -482 | -3.34% | Q1 2026 | Apr 21, 2026 |
| Berman McAleer LLC | History | Added to | 13,922 | 8,319 | 1.13% | 1.18% | 1267 | +105 | 0.76% | Q1 2026 | Apr 17, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 13,890 | 8,299 | 0.07% | 0.07% | 1268 | +418 | 3.1% | Q1 2026 | May 11, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 13,875 | 8,290 | 0.28% | 0.32% | 1269 | -282 | -1.99% | Q1 2026 | Apr 20, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | Added to | 13,866 | 8,285 | 1.57% | 1.65% | 1270 | +629 | 4.75% | Q1 2026 | Apr 22, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 13,860 | 8,282 | 2.29% | 2.01% | 1271 | +1,827 | 15.18% | Q1 2026 | May 12, 2026 |
| Focus Financial Network, Inc. | History | Added to | 13,858 | 8,280 | 0.3% | 0.26% | 1272 | +1,810 | 15.02% | Q1 2026 | Apr 14, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Added to | 13,841 | 8,270 | 1.32% | 1.34% | 1273 | +195 | 1.43% | Q1 2026 | May 15, 2026 |
| Bawa N Mallick Trust | History | No change | 13,801 | 8,246 | 3.38% | 3.21% | 1274 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 13,772 | 8,229 | 0.25% | 0.26% | 1275 | -584 | -4.07% | Q1 2026 | May 14, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 13,683 | 8,176 | 3.81% | 3.86% | 1276 | +1,384 | 11.25% | Q1 2026 | Apr 09, 2026 |
| Wellington Shields Capital Management, LLC | History | Added to | 13,663 | 8,164 | 1.23% | 0.8% | 1277 | +4,969 | 57.15% | Q1 2026 | May 04, 2026 |
| Advisors Capital Management, LLC | History | Added to | 13,645 | 8,153 | 0.1% | 0.09% | 1278 | +953 | 7.51% | Q1 2026 | May 01, 2026 |
| SMART Wealth LLC | History | Added to | 13,618 | 8,137 | 2.38% | 2.56% | 1279 | +219 | 1.63% | Q1 2026 | Apr 23, 2026 |
| MONETTA FINANCIAL SERVICES INC | History | No change | 13,500 | 8,066 | 6.25% | 6.06% | 1280 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CONNABLE OFFICE INC | History | Added to | 13,496 | 8,064 | 0.79% | 0.76% | 1281 | +336 | 2.55% | Q1 2026 | Apr 29, 2026 |
| First City Capital Management, Inc. | History | Added to | 13,477 | 8,052 | 4.27% | 4.21% | 1282 | +759 | 5.97% | Q1 2026 | Apr 17, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 13,344 | 8,037 | 0.39% | 0.41% | 1283 | -199 | -1.47% | Q1 2026 | Apr 27, 2026 |
| GSG Advisors LLC | History | Added to | 13,446 | 8,034 | 2.09% | 2.06% | 1284 | +691 | 5.42% | Q1 2026 | May 13, 2026 |
| LexAurum Advisors, LLC | History | New | 13,438 | 8,029 | 1.04% | — | 1285 | +13,438 | New | Q1 2026 | Apr 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 13,420 | 8,020 | 0.01% | 0.01% | 1286 | -3,927 | -22.64% | Q1 2026 | May 15, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 13,377 | 7,993 | 0.1% | 0.2% | 1287 | -12,653 | -48.61% | Q1 2026 | May 08, 2026 |
| WAYSTONE ADVISORS LLC | History | Added to | 13,350 | 7,977 | 7.13% | 6.85% | 1288 | +614 | 4.82% | Q1 2026 | Apr 16, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 13,325 | 7,962 | 2.17% | 2.11% | 1289 | +739 | 5.87% | Q1 2026 | Apr 27, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Added to | 13,319 | 7,958 | 5.58% | 4.89% | 1290 | +278 | 2.13% | Q1 2026 | Apr 30, 2026 |
| Canal Capital Management, LLC | History | Reduced | 13,217 | 7,898 | 1.07% | 1.2% | 1291 | -257 | -1.91% | Q1 2026 | Apr 27, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 13,157 | 7,861 | 0.6% | 0.78% | 1292 | -2,000 | -13.2% | Q1 2026 | Apr 22, 2026 |
| Violich Capital Management, Inc. | History | Added to | 13,127 | 7,844 | 0.92% | 0.88% | 1293 | +608 | 4.86% | Q1 2026 | Apr 08, 2026 |
| Hudock, Inc. | History | Reduced | 13,123 | 7,841 | 1.15% | 1.32% | 1294 | -1,187 | -8.29% | Q1 2026 | May 13, 2026 |
| Select Asset Management & Trust | History | Added to | 13,099 | 7,827 | 2.44% | 0.46% | 1295 | +10,736 | 454.34% | Q1 2026 | May 14, 2026 |
| Balboa Wealth Partners | History | Reduced | 13,098 | 7,826 | 1.31% | 1.91% | 1296 | -5,300 | -28.81% | Q1 2026 | Apr 16, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 13,090 | 7,822 | 2.68% | 2.74% | 1297 | +487 | 3.86% | Q1 2026 | Apr 08, 2026 |
| Stokes Family Office, LLC | History | Reduced | 13,083 | 7,817 | 0.81% | 0.75% | 1298 | -34 | -0.26% | Q1 2026 | May 11, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 13,067 | 7,808 | 0.62% | 0.69% | 1299 | -1,245 | -8.7% | Q1 2026 | May 13, 2026 |
| Strengthening Families & Communities, LLC | History | New | 13,066 | 7,807 | 1.95% | — | 1300 | +13,066 | New | Q1 2026 | May 11, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 13,041 | 7,792 | 0.59% | 0.6% | 1301 | +1,258 | 10.68% | Q1 2026 | Apr 30, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 13,035 | 7,788 | 0.78% | 0.66% | 1302 | +2,399 | 22.56% | Q1 2026 | May 05, 2026 |
| LOM Asset Management Ltd | History | Reduced | 12,997 | 7,766 | 2.23% | 2.37% | 1303 | -64 | -0.49% | Q1 2026 | May 05, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 12,922 | 7,721 | 0.4% | 0.43% | 1304 | -341 | -2.57% | Q1 2026 | May 07, 2026 |
| Moors & Cabot, Inc. | History | Added to | 12,915 | 7,717 | 0.33% | 0.29% | 1305 | +2,060 | 18.98% | Q1 2026 | May 08, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 12,897 | 7,707 | 0.24% | — | 1306 | +12,897 | New | Q1 2026 | May 15, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 12,895 | 7,705 | 0.85% | 1.54% | 1307 | -8,910 | -40.86% | Q1 2026 | May 11, 2026 |
| Capital Asset Managemnet, LLC | History | Added to | 12,877 | 7,694 | 8.66% | 8.9% | 1308 | +62 | 0.48% | Q1 2026 | Apr 14, 2026 |
| Planning Project LLC | History | No change | 12,251 | 7,683 | 1.93% | 1.93% | 1309 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 12,831 | 7,667 | 0.73% | 0.75% | 1310 | +968 | 8.16% | Q1 2026 | May 15, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 12,812 | 7,655 | 0.23% | 0.25% | 1311 | +572 | 4.67% | Q1 2026 | May 05, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Reduced | 12,800 | 7,648 | 0.15% | 0.99% | 1312 | -65,326 | -83.62% | Q1 2026 | May 11, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 12,770 | 7,630 | 0.99% | 0.99% | 1313 | +429 | 3.48% | Q1 2026 | May 07, 2026 |
| LongView Wealth Management | History | Added to | 11,940 | 7,621 | 1.91% | 1.38% | 1314 | +3,027 | 33.96% | Q1 2026 | Apr 15, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 12,744 | 7,615 | 1.71% | 1.93% | 1315 | -676 | -5.04% | Q1 2026 | Apr 02, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 12,732 | 7,608 | 0.01% | 0.01% | 1316 | +5,353 | 72.54% | Q1 2026 | May 08, 2026 |
| Finward Bancorp | History | Added to | 12,717 | 7,599 | 6.07% | 5.93% | 1317 | +540 | 4.43% | Q1 2026 | Apr 10, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 12,711 | 7,595 | 0.74% | 0.91% | 1318 | -1,838 | -12.63% | Q1 2026 | Apr 20, 2026 |
| Cove Private Wealth, LLC | History | Added to | 12,703 | 7,590 | 1.72% | 1.46% | 1319 | +4,900 | 62.8% | Q1 2026 | May 13, 2026 |
| August Group Capital Ltd | History | Added to | 12,703 | 7,590 | 8.81% | 8.57% | 1320 | +393 | 3.19% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 12,687 | 7,580 | 0.23% | 0.23% | 1321 | +425 | 3.47% | Q1 2026 | May 13, 2026 |
| Kera Capital Partners, Inc. | History | Reduced | 12,681 | 7,577 | 0.93% | 1.0% | 1322 | -48 | -0.38% | Q1 2026 | May 06, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 12,669 | 7,570 | 1.62% | 1.7% | 1323 | -226 | -1.75% | Q1 2026 | May 13, 2026 |
| Peregrine Asset Advisers, Inc. | History | Added to | 12,653 | 7,560 | 2.04% | 2.05% | 1324 | +1,068 | 9.22% | Q1 2026 | Apr 24, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 12,737 | 7,552 | 0.05% | 0.09% | 1325 | -4,526 | -26.22% | Q1 2026 | May 05, 2026 |
| Jordan Park Group LLC | History | Added to | 12,600 | 7,529 | 0.4% | 0.35% | 1327 | +2,898 | 29.87% | Q1 2026 | May 11, 2026 |
| Prospect Financial Services LLC | History | Added to | 12,601 | 7,529 | 4.6% | 4.08% | 1328 | +1,272 | 11.23% | Q1 2026 | Apr 24, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 12,601 | 7,529 | 0.41% | 0.43% | 1326 | +10 | 0.08% | Q1 2026 | May 06, 2026 |
| HighPoint Advisor Group LLC | History | New | 12,600 | 7,528 | 0.32% | — | 1329 | +12,600 | New | Q1 2026 | May 14, 2026 |
| TritonPoint Partners, LLC | History | Reduced | 12,589 | 7,522 | 2.77% | 4.31% | 1330 | -287 | -2.23% | Q1 2026 | Apr 28, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 11,958 | 7,499 | 0.36% | 0.37% | 1331 | -721 | -5.69% | Q1 2026 | Apr 08, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 12,516 | 7,479 | 1.05% | 1.35% | 1332 | -824 | -6.18% | Q1 2026 | May 08, 2026 |
| RW Investment Management LLC | History | New | 12,516 | 7,478 | 0.72% | — | 1333 | +12,516 | New | Q1 2026 | Apr 28, 2026 |
| Financial Planning Hawaii, Inc. | History | Reduced | 12,509 | 7,475 | 4.41% | 4.62% | 1334 | -266 | -2.08% | Q1 2026 | Apr 21, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 12,558 | 7,453 | 0.05% | 0.05% | 1335 | +60 | 0.48% | Q1 2026 | May 14, 2026 |
| SouthState Bank Corp | History | Added to | 12,425 | 7,424 | 0.35% | 0.24% | 1336 | +3,940 | 46.43% | Q1 2026 | May 05, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 12,422 | 7,423 | 1.07% | 1.04% | 1337 | +1,141 | 10.11% | Q1 2026 | May 11, 2026 |
| Rossby Financial, LCC | History | Added to | 12,304 | 7,410 | 1.51% | 0.64% | 1338 | +8,971 | 269.16% | Q1 2026 | May 11, 2026 |
| Bath Savings Trust Co | History | Added to | 12,371 | 7,392 | 0.79% | 0.56% | 1339 | +3,374 | 37.5% | Q1 2026 | Apr 07, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 12,371 | 7,392 | 4.32% | 4.17% | 1340 | +585 | 4.96% | Q1 2026 | May 14, 2026 |
| Forum Financial Management, LP | History | Added to | 12,367 | 7,389 | 0.1% | 0.1% | 1341 | +116 | 0.95% | Q1 2026 | Apr 23, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 12,359 | 7,385 | 0.24% | 0.26% | 1342 | +492 | 4.15% | Q1 2026 | May 06, 2026 |
| Centurion Wealth Management LLC | History | Added to | 12,355 | 7,382 | 1.66% | 1.45% | 1343 | +1,794 | 16.99% | Q1 2026 | Apr 10, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 12,339 | 7,372 | 0.5% | 0.52% | 1344 | +163 | 1.34% | Q1 2026 | May 12, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 12,318 | 7,360 | 0.51% | 0.46% | 1345 | +3,125 | 33.99% | Q1 2026 | Apr 17, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 12,296 | 7,347 | 1.55% | 1.64% | 1346 | -265 | -2.11% | Q1 2026 | Apr 13, 2026 |
| 21 West Wealth Management LLC | History | Added to | 12,281 | 7,338 | 6.82% | 6.93% | 1347 | +186 | 1.54% | Q1 2026 | Apr 15, 2026 |
| S.A. Mason LLC | History | Added to | 12,255 | 7,322 | 2.75% | 2.3% | 1348 | +2,972 | 32.02% | Q1 2026 | Apr 27, 2026 |
| CRA Financial Services, LLC | History | Added to | 12,251 | 7,320 | 0.95% | 0.93% | 1349 | +880 | 7.74% | Q1 2026 | Apr 09, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 12,245 | 7,317 | 2.02% | 2.0% | 1350 | -220 | -1.76% | Q1 2026 | May 14, 2026 |
| Landing Point Financial Group, LLC | History | Reduced | 12,210 | 7,296 | 3.54% | 3.83% | 1351 | -36 | -0.29% | Q1 2026 | May 05, 2026 |
| EdgeRock Capital LLC | History | Reduced | 12,186 | 7,281 | 1.97% | 2.26% | 1352 | -1,326 | -9.81% | Q1 2026 | Apr 16, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | Reduced | 12,133 | 7,250 | 3.64% | 3.95% | 1353 | -697 | -5.43% | Q1 2026 | May 15, 2026 |
| Crumly & Associates Inc. | History | Reduced | 12,127 | 7,246 | 1.52% | 1.6% | 1354 | -54 | -0.44% | Q1 2026 | Apr 02, 2026 |
| WHITTIER TRUST CO | History | Reduced | 11,917 | 7,217 | 0.08% | 0.08% | 1355 | -287 | -2.35% | Q1 2026 | Apr 28, 2026 |
| COERENTE CAPITAL MANAGEMENT | History | No change | 12,000 | 7,170 | 1.33% | 1.37% | 1356 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Skyline Advisors, Inc. | History | New | 11,974 | 7,154 | 2.5% | — | 1357 | +11,974 | New | Q1 2026 | Apr 20, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 11,958 | 7,145 | 0.22% | 0.21% | 1358 | +1,115 | 10.28% | Q1 2026 | Apr 16, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 11,959 | 7,145 | 1.03% | 1.04% | 1359 | +669 | 5.93% | Q1 2026 | May 13, 2026 |
| KITCHING PARTNERS, LLC | History | Added to | 11,959 | 7,145 | 6.57% | 6.84% | 1360 | +11 | 0.09% | Q1 2026 | May 06, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 11,945 | 7,137 | 0.07% | 0.08% | 1361 | -1,059 | -8.14% | Q1 2026 | May 14, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Reduced | 11,911 | 7,117 | 1.34% | 1.81% | 1362 | -3,053 | -20.4% | Q1 2026 | May 07, 2026 |
| Tempo Wealth, LLC | History | Added to | 11,883 | 7,100 | 1.24% | 1.3% | 1363 | +288 | 2.48% | Q1 2026 | May 14, 2026 |
| Essex Financial Services, Inc. | History | Added to | 11,866 | 7,090 | 0.4% | 0.41% | 1364 | +504 | 4.44% | Q1 2026 | Apr 24, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 11,837 | 7,073 | 0.47% | 0.51% | 1365 | -140 | -1.17% | Q1 2026 | Apr 10, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 11,272 | 7,068 | 1.33% | 1.33% | 1366 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Black Diamond Financial, LLC | History | Added to | 11,825 | 7,065 | 0.77% | 0.7% | 1367 | +1,241 | 11.73% | Q1 2026 | May 05, 2026 |
| PFC CAPITAL GROUP, INC. | History | Added to | 11,792 | 7,046 | 3.11% | 2.88% | 1368 | +633 | 5.67% | Q1 2026 | May 13, 2026 |
| Denver PWM, LLC | History | Reduced | 10,386 | 7,042 | 2.42% | 2.65% | 1369 | -3,580 | -25.63% | Q1 2026 | May 12, 2026 |
| Crewe Advisors LLC | History | Added to | 11,754 | 7,023 | 0.6% | 0.64% | 1370 | +172 | 1.49% | Q1 2026 | May 07, 2026 |
| Hills Bank & Trust Co | History | Reduced | 11,735 | 7,012 | 0.34% | 0.44% | 1371 | -216 | -1.81% | Q1 2026 | May 01, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 11,574 | 7,009 | 1.94% | 2.04% | 1372 | +418 | 3.75% | Q1 2026 | Apr 08, 2026 |
| BIRCHBROOK, INC. | History | Added to | 11,709 | 6,996 | 3.43% | 0.0% | 1373 | +11,707 | 585350.0% | Q1 2026 | Apr 08, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 11,688 | 6,984 | 5.62% | 6.26% | 1374 | +158 | 1.37% | Q1 2026 | May 15, 2026 |
| WATERS PARKERSON & CO., LLC | History | Added to | 11,649 | 6,960 | 0.36% | 0.34% | 1375 | +740 | 6.78% | Q1 2026 | Apr 29, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 11,626 | 6,947 | 2.19% | 2.32% | 1376 | +915 | 8.54% | Q1 2026 | Apr 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 11,600 | 6,931 | 0.2% | 0.21% | 1377 | -164 | -1.39% | Q1 2026 | Apr 29, 2026 |
| Amundi | History | Reduced | 11,597 | 6,929 | 0.0% | 0.0% | 1378 | -221 | -1.87% | Q1 2026 | May 15, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Reduced | 11,597 | 6,929 | 0.51% | 0.53% | 1379 | -109 | -0.93% | Q1 2026 | May 07, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 11,552 | 6,903 | 0.19% | 0.17% | 1380 | +39 | 0.34% | Q1 2026 | Apr 21, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Added to | 11,487 | 6,864 | 0.03% | 0.03% | 1381 | +2,500 | 27.82% | Q1 2026 | May 14, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 11,463 | 6,849 | 0.41% | 0.43% | 1382 | -252 | -2.15% | Q1 2026 | May 13, 2026 |
| A4 Wealth Advisors LLC | History | Added to | 11,423 | 6,826 | 5.58% | 2.8% | 1383 | +6,272 | 121.76% | Q1 2026 | May 11, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 11,425 | 6,826 | 5.98% | 6.63% | 1384 | -402 | -3.4% | Q1 2026 | May 06, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 11,413 | 6,820 | 1.89% | 2.11% | 1385 | -325 | -2.77% | Q1 2026 | Apr 27, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 11,348 | 6,780 | 0.44% | 0.46% | 1386 | -24 | -0.21% | Q1 2026 | Apr 17, 2026 |
| Klingman & Associates, LLC | History | Added to | 11,339 | 6,775 | 0.32% | 0.33% | 1387 | +284 | 2.57% | Q1 2026 | May 14, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 11,333 | 6,771 | 0.04% | 0.04% | 1388 | -148 | -1.29% | Q1 2026 | May 15, 2026 |
| Atlatl Advisers LLC | History | Reduced | 11,295 | 6,749 | 5.01% | 7.92% | 1389 | -21,659 | -65.72% | Q1 2026 | May 07, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 11,277 | 6,738 | 0.57% | 0.64% | 1390 | -38 | -0.34% | Q1 2026 | Apr 15, 2026 |
| Reliant Investment Partners, LLC | History | Added to | 11,266 | 6,731 | 5.58% | 5.38% | 1391 | +331 | 3.03% | Q1 2026 | May 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 11,166 | 6,672 | 0.37% | 0.39% | 1392 | +85 | 0.77% | Q1 2026 | Apr 20, 2026 |
| Dougherty & Associates, LLC | History | Added to | 11,153 | 6,664 | 6.12% | 6.14% | 1393 | +193 | 1.76% | Q1 2026 | Apr 21, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 11,151 | 6,663 | 1.37% | 1.55% | 1394 | -342 | -2.98% | Q1 2026 | May 15, 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | History | Reduced | 11,141 | 6,657 | 4.35% | 3.98% | 1395 | -100 | -0.89% | Q1 2026 | Apr 16, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 11,106 | 6,636 | 1.26% | 1.03% | 1396 | +274 | 2.53% | Q1 2026 | May 11, 2026 |
| Marotta Asset Management | History | Reduced | 11,015 | 6,634 | 1.22% | 1.42% | 1397 | -1,260 | -10.26% | Q1 2026 | Apr 27, 2026 |
| BCS Private Wealth Management, Inc. | History | Reduced | 11,077 | 6,619 | 2.01% | 2.46% | 1398 | -414 | -3.6% | Q1 2026 | Apr 21, 2026 |
| Wick Capital Partners, LLC | History | Added to | 11,064 | 6,611 | 1.21% | 1.16% | 1399 | +766 | 7.44% | Q1 2026 | May 15, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 11,042 | 6,598 | 0.59% | 0.64% | 1400 | +11 | 0.1% | Q1 2026 | May 14, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 11,016 | 6,582 | 0.87% | 1.0% | 1401 | +808 | 7.92% | Q1 2026 | Apr 08, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 10,496 | 6,582 | 1.91% | 1.91% | 1402 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Reduced | 11,010 | 6,578 | 1.31% | 1.6% | 1403 | -1,156 | -9.5% | Q1 2026 | May 08, 2026 |
| Coastline Trust Co | History | Reduced | 10,992 | 6,568 | 0.65% | 0.67% | 1404 | -325 | -2.87% | Q1 2026 | Apr 03, 2026 |
| BSW Wealth Partners | History | Reduced | 10,981 | 6,561 | 0.8% | 0.89% | 1405 | -795 | -6.75% | Q1 2026 | Apr 14, 2026 |
| Evelyn Partners Asset Management Ltd | History | Reduced | 10,968 | 6,553 | 1.61% | 1.62% | 1406 | -14 | -0.13% | Q1 2026 | May 15, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 10,920 | 6,525 | 0.36% | 0.35% | 1407 | +1,228 | 12.67% | Q1 2026 | May 11, 2026 |
| Partners in Financial Planning | History | Added to | 10,919 | 6,524 | 1.08% | 1.12% | 1408 | +344 | 3.25% | Q1 2026 | May 11, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 10,889 | 6,506 | 1.63% | 1.73% | 1409 | +98 | 0.91% | Q1 2026 | May 05, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 10,851 | 6,484 | 1.02% | 1.07% | 1410 | -107 | -0.98% | Q1 2026 | Apr 13, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 10,841 | 6,478 | 0.12% | 0.16% | 1411 | -2,689 | -19.87% | Q1 2026 | May 12, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 10,784 | 6,443 | 1.93% | 2.01% | 1412 | +46 | 0.43% | Q1 2026 | Apr 20, 2026 |
| Detalus Advisors, LLC | History | Added to | 10,756 | 6,427 | 1.47% | 1.64% | 1413 | +2 | 0.02% | Q1 2026 | Apr 22, 2026 |
| Phillips Wealth Planners LLC | History | Reduced | 9,431 | 6,408 | 4.82% | 4.87% | 1414 | -205 | -2.13% | Q1 2026 | May 14, 2026 |
| TRUST CO OF OKLAHOMA | History | Added to | 10,722 | 6,406 | 1.87% | 1.93% | 1415 | +153 | 1.45% | Q1 2026 | Apr 20, 2026 |
| ERn Financial, LLC | History | Reduced | 10,720 | 6,405 | 1.2% | 1.27% | 1416 | -45 | -0.42% | Q1 2026 | Apr 24, 2026 |
| Strata Wealth Advisors, LLC | History | Added to | 10,718 | 6,404 | 1.76% | 0.68% | 1417 | +6,825 | 175.31% | Q1 2026 | Apr 28, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 10,675 | 6,378 | 0.36% | 0.42% | 1418 | -1,128 | -9.56% | Q1 2026 | Apr 23, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 10,659 | 6,369 | 3.39% | 3.59% | 1419 | +306 | 2.96% | Q1 2026 | Apr 24, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Added to | 10,655 | 6,366 | 2.86% | 2.69% | 1420 | +687 | 6.89% | Q1 2026 | Apr 23, 2026 |
| PDS Planning, Inc | History | Added to | 10,605 | 6,337 | 0.42% | 0.43% | 1421 | +397 | 3.89% | Q1 2026 | Apr 21, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 10,591 | 6,328 | 1.39% | 1.47% | 1422 | +388 | 3.8% | Q1 2026 | May 05, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 10,583 | 6,323 | 0.45% | 0.51% | 1423 | -1,207 | -10.24% | Q1 2026 | Apr 10, 2026 |
| Luken Investment Analytics, LLC | History | Reduced | 10,572 | 6,317 | 2.42% | 2.66% | 1424 | -195 | -1.81% | Q1 2026 | May 12, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 10,546 | 6,302 | 0.1% | 0.1% | 1425 | -307 | -2.83% | Q1 2026 | Apr 07, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 10,546 | 6,301 | 0.88% | 0.88% | 1426 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Marino Management, LLC | History | No change | 10,836 | 6,294 | 1.15% | 1.36% | 1427 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| United Advisor Group, LLC | History | Added to | 10,524 | 6,288 | 0.78% | 0.77% | 1428 | +708 | 7.21% | Q1 2026 | Apr 17, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 10,513 | 6,282 | 1.7% | 1.85% | 1429 | +1,387 | 15.2% | Q1 2026 | Apr 17, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 10,485 | 6,265 | 0.45% | 0.46% | 1430 | +274 | 2.68% | Q1 2026 | May 15, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 10,470 | 6,256 | 0.75% | 0.78% | 1431 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 10,438 | 6,237 | 0.87% | 1.65% | 1432 | +699 | 7.18% | Q1 2026 | May 12, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 9,963 | 6,227 | 0.35% | 1.01% | 1433 | -17,251 | -63.39% | Q1 2026 | Apr 17, 2026 |
| Helium Advisors LLC | History | Reduced | 10,407 | 6,218 | 5.92% | 7.04% | 1435 | -685 | -6.18% | Q1 2026 | May 05, 2026 |
| Ehrenkranz Partners L.P. | History | Added to | 10,406 | 6,218 | 4.92% | 7.36% | 1434 | +48 | 0.46% | Q1 2026 | May 15, 2026 |
| Platform Technology Partners | History | Reduced | 10,403 | 6,216 | 1.2% | 1.42% | 1437 | -223 | -2.1% | Q1 2026 | Apr 27, 2026 |
| Asset Dedication, LLC | History | No change | 9,912 | 6,216 | 0.41% | 0.41% | 1436 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Everest Management Corp. | History | Added to | 10,374 | 6,198 | 3.14% | 3.53% | 1438 | +286 | 2.84% | Q1 2026 | May 06, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 10,367 | 6,194 | 3.87% | — | 1439 | +10,367 | New | Q1 2026 | Apr 14, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 10,365 | 6,193 | 2.79% | 2.82% | 1440 | +465 | 4.7% | Q1 2026 | Apr 24, 2026 |
| Elser Financial Planning, Inc | History | Added to | 10,304 | 6,157 | 0.3% | 4.1% | 1441 | +1,252 | 13.83% | Q1 2026 | Apr 15, 2026 |
| Westerkirk Capital Inc. | History | Reduced | 10,300 | 6,154 | 0.66% | 2.92% | 1442 | -37,468 | -78.44% | Q1 2026 | May 14, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 10,271 | 6,137 | 1.11% | 0.99% | 1443 | +431 | 4.38% | Q1 2026 | Apr 29, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 10,255 | 6,127 | 0.32% | 0.34% | 1444 | -449 | -4.19% | Q1 2026 | Apr 29, 2026 |
| Single Point Partners, LLC | History | Added to | 10,253 | 6,126 | 1.22% | 1.25% | 1445 | +189 | 1.88% | Q1 2026 | Apr 15, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 10,251 | 6,125 | 1.06% | 1.13% | 1446 | -167 | -1.6% | Q1 2026 | Apr 17, 2026 |
| Generation Capital Management LLC | History | Reduced | 10,239 | 6,118 | 4.47% | 4.4% | 1447 | -575 | -5.32% | Q1 2026 | May 08, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Added to | 10,233 | 6,114 | 1.72% | 1.64% | 1448 | +452 | 4.62% | Q1 2026 | May 11, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | No change | 10,220 | 6,106 | 1.87% | 1.66% | 1449 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Stanley-Laman Group, Ltd. | History | Reduced | 10,215 | 6,103 | 0.75% | 1.14% | 1450 | -4,071 | -28.5% | Q1 2026 | Apr 16, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 10,185 | 6,086 | 1.9% | 1.99% | 1451 | +560 | 5.82% | Q1 2026 | May 13, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 10,174 | 6,079 | 2.45% | 2.72% | 1452 | +77 | 0.76% | Q1 2026 | May 13, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Added to | 10,140 | 6,059 | 0.22% | 0.21% | 1453 | +1,037 | 11.39% | Q1 2026 | Apr 24, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 10,108 | 6,040 | 0.37% | 0.35% | 1454 | +1,096 | 12.16% | Q1 2026 | May 05, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 10,108 | 6,040 | 0.41% | 0.43% | 1455 | +35 | 0.35% | Q1 2026 | Apr 21, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 10,102 | 6,036 | 0.73% | 0.75% | 1456 | +199 | 2.01% | Q1 2026 | Apr 23, 2026 |
| Bill Few Associates, Inc. | History | Added to | 10,079 | 6,022 | 1.44% | 1.2% | 1457 | +2,270 | 29.07% | Q1 2026 | Apr 08, 2026 |
| Ignite Planners, LLC | History | Reduced | 10,061 | 6,011 | 0.93% | 1.01% | 1458 | -344 | -3.31% | Q1 2026 | Apr 17, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | Added to | 10,034 | 5,995 | 3.21% | 3.3% | 1459 | +27 | 0.27% | Q1 2026 | Apr 27, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 10,025 | 5,990 | 0.51% | 0.51% | 1460 | +1,212 | 13.75% | Q1 2026 | Apr 09, 2026 |
| Koenig Investment Advisory, LLC | History | Added to | 9,989 | 5,968 | 5.07% | 4.75% | 1461 | +744 | 8.05% | Q1 2026 | Apr 16, 2026 |
| Apollon Financial, LLC | History | Reduced | 9,956 | 5,948 | 0.82% | 0.91% | 1462 | -15 | -0.15% | Q1 2026 | Apr 22, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 9,950 | 5,945 | 0.12% | 0.12% | 1463 | +379 | 3.96% | Q1 2026 | Apr 15, 2026 |
| Blue Edge Capital, LLC | History | No change | 9,448 | 5,924 | 0.79% | 0.79% | 1464 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Douglass Winthrop Advisors, LLC | History | Reduced | 9,913 | 5,923 | 0.11% | 0.12% | 1465 | -675 | -6.38% | Q1 2026 | May 13, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 9,897 | 5,914 | 0.49% | 0.51% | 1466 | -17 | -0.17% | Q1 2026 | May 01, 2026 |
| Palisade Asset Management, LLC | History | Added to | 9,884 | 5,905 | 0.59% | 0.59% | 1467 | +300 | 3.13% | Q1 2026 | Apr 14, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 9,857 | 5,890 | 1.16% | 1.06% | 1468 | +1,795 | 22.26% | Q1 2026 | May 15, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 9,857 | 5,889 | 3.69% | 2.44% | 1469 | +3,547 | 56.21% | Q1 2026 | Apr 15, 2026 |
| Revere Asset Management, Inc | History | Added to | 9,848 | 5,884 | 3.01% | 2.16% | 1470 | +51 | 0.52% | Q1 2026 | May 06, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 9,832 | 5,875 | 0.25% | 0.17% | 1471 | +3,702 | 60.39% | Q1 2026 | May 07, 2026 |
| Fire Capital Management LLC | History | Reduced | 9,833 | 5,875 | 2.75% | 3.26% | 1472 | -594 | -5.7% | Q1 2026 | May 08, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 9,818 | 5,866 | 0.96% | 1.11% | 1473 | -705 | -6.7% | Q1 2026 | Apr 21, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 9,317 | 5,842 | 0.38% | 0.38% | 1474 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 9,756 | 5,829 | 0.76% | 0.8% | 1475 | +1,092 | 12.6% | Q1 2026 | Apr 28, 2026 |
| Invariant Investment Management | History | Added to | 9,255 | 5,784 | 3.56% | 3.18% | 1476 | +1,462 | 18.76% | Q1 2026 | Apr 13, 2026 |
| Community Bank of Raymore | History | Added to | 9,667 | 5,776 | 3.87% | 4.12% | 1477 | +6 | 0.06% | Q1 2026 | Apr 17, 2026 |
| Biltmore Family Office, LLC | History | Added to | 9,577 | 5,722 | 0.8% | 0.82% | 1478 | +95 | 1.0% | Q1 2026 | May 11, 2026 |
| Rothschild Wealth LLC | History | Added to | 9,566 | 5,716 | 0.52% | 0.53% | 1479 | +785 | 8.94% | Q1 2026 | May 06, 2026 |
| CEERA INVESTMENTS, LLC | History | New | 9,540 | 5,700 | 2.5% | — | 1480 | +9,540 | New | Q1 2026 | May 06, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 9,535 | 5,697 | 0.66% | — | 1481 | +9,535 | New | Q1 2026 | May 15, 2026 |
| Ariston Services Group | History | Closed out | 0 | 5,692 | 3.41% | 3.54% | 1482 | -9,618 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 9,526 | 5,692 | 2.44% | 2.52% | 1483 | +99 | 1.05% | Q1 2026 | Apr 20, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 9,510 | 5,682 | 0.0% | 0.01% | 1484 | -1,606 | -14.45% | Q1 2026 | May 13, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 9,482 | 5,665 | 1.95% | 2.13% | 1485 | -209 | -2.16% | Q1 2026 | Apr 29, 2026 |
| Gouws Capital LLC | History | Reduced | 9,474 | 5,661 | 3.0% | 3.25% | 1486 | -339 | -3.45% | Q1 2026 | May 12, 2026 |
| LVW Advisors, LLC | History | Added to | 9,456 | 5,650 | 0.54% | 0.49% | 1487 | +1,770 | 23.03% | Q1 2026 | Apr 20, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 9,408 | 5,621 | 1.92% | 2.15% | 1488 | -84 | -0.88% | Q1 2026 | Apr 14, 2026 |
| Genus Capital Management Inc. | History | Added to | 9,406 | 5,620 | 0.64% | 0.61% | 1489 | +990 | 11.76% | Q1 2026 | May 01, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 9,349 | 5,586 | 4.03% | 0.93% | 1490 | +752 | 8.75% | Q1 2026 | Apr 14, 2026 |
| Frisch Financial Group, Inc. | History | Reduced | 9,348 | 5,585 | 1.17% | 1.32% | 1491 | -24 | -0.26% | Q1 2026 | May 05, 2026 |
| DGS Capital Management, LLC | History | Reduced | 9,298 | 5,556 | 0.91% | 1.09% | 1492 | -836 | -8.25% | Q1 2026 | Apr 28, 2026 |
| DAVIS R M INC | History | Added to | 9,233 | 5,517 | 0.1% | 0.1% | 1493 | +298 | 3.34% | Q1 2026 | May 13, 2026 |
| BFSG, LLC | History | Reduced | 9,227 | 5,513 | 0.52% | 0.57% | 1494 | -90 | -0.97% | Q1 2026 | Apr 28, 2026 |
| BLB&B Advisors, LLC | History | Added to | 9,207 | 5,501 | 0.23% | 0.17% | 1495 | +2,656 | 40.54% | Q1 2026 | Apr 28, 2026 |
| Wright Wealth LLC | History | Reduced | 9,184 | 5,487 | 3.67% | 3.82% | 1496 | -156 | -1.67% | Q1 2026 | May 15, 2026 |
| Baldwin Investment Management, LLC | History | Added to | 9,177 | 5,483 | 0.64% | 0.63% | 1497 | +293 | 3.3% | Q1 2026 | May 12, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 9,153 | 5,469 | 1.98% | 1.96% | 1498 | -185 | -1.98% | Q1 2026 | May 12, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 9,146 | 5,464 | 2.71% | 2.84% | 1499 | +136 | 1.51% | Q1 2026 | May 15, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 8,546 | 5,455 | 2.27% | 2.55% | 1501 | -560 | -6.15% | Q1 2026 | Apr 15, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Reduced | 9,131 | 5,455 | 1.82% | 1.89% | 1500 | -29 | -0.32% | Q1 2026 | May 08, 2026 |
| Reliant Wealth Planning | History | Reduced | 9,086 | 5,429 | 1.64% | 1.79% | 1502 | -59 | -0.65% | Q1 2026 | May 15, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 9,074 | 5,421 | 0.84% | 0.88% | 1503 | +243 | 2.75% | Q1 2026 | May 06, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 9,072 | 5,420 | 2.45% | 2.78% | 1504 | -1,121 | -11.0% | Q1 2026 | May 13, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 8,608 | 5,398 | 3.31% | 3.31% | 1505 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Parker Investment Management, LLC | History | Reduced | 8,996 | 5,375 | 0.82% | 0.81% | 1506 | -171 | -1.87% | Q1 2026 | May 13, 2026 |
| XML Financial, LLC | History | Reduced | 8,980 | 5,366 | 0.43% | 0.46% | 1507 | -89 | -0.98% | Q1 2026 | Apr 16, 2026 |
| Essex Bank | History | Added to | 8,964 | 5,356 | 1.18% | 1.21% | 1508 | +89 | 1.0% | Q1 2026 | Apr 17, 2026 |
| Advisory Alpha, LLC | History | Added to | 8,946 | 5,348 | 0.15% | 0.14% | 1509 | +630 | 7.58% | Q1 2026 | May 14, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 8,945 | 5,345 | 2.71% | 2.78% | 1510 | +413 | 4.84% | Q1 2026 | May 15, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 8,935 | 5,339 | 0.3% | 0.42% | 1511 | -2,645 | -22.84% | Q1 2026 | May 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 8,927 | 5,334 | 1.34% | 1.36% | 1512 | +1,630 | 22.34% | Q1 2026 | May 08, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Added to | 8,919 | 5,329 | 3.99% | 3.1% | 1513 | +101 | 1.15% | Q1 2026 | Apr 14, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 8,907 | 5,322 | 1.27% | 1.41% | 1514 | -311 | -3.37% | Q1 2026 | May 12, 2026 |
| Moss Adams Wealth Advisors LLC | History | Added to | 8,886 | 5,309 | 0.39% | 0.4% | 1515 | +27 | 0.3% | Q1 2026 | Apr 23, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 8,861 | 5,295 | 3.67% | 3.65% | 1516 | +50 | 0.57% | Q1 2026 | Apr 07, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 8,855 | 5,291 | 0.58% | 0.86% | 1517 | -3,402 | -27.76% | Q1 2026 | Apr 15, 2026 |
| Quartz Partners, LLC | History | Added to | 8,842 | 5,283 | 2.04% | 2.05% | 1518 | +59 | 0.67% | Q1 2026 | May 05, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Reduced | 8,841 | 5,282 | 0.25% | 2.12% | 1519 | -61,485 | -87.43% | Q1 2026 | May 15, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 8,421 | 5,281 | 1.04% | 1.04% | 1520 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Maxele Advisors, LLC | History | No change | 8,421 | 5,281 | 4.29% | 4.29% | 1521 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Heritage Trust Co | History | Added to | 8,811 | 5,265 | 0.53% | 0.53% | 1522 | +565 | 6.85% | Q1 2026 | May 13, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 8,810 | 5,264 | 0.08% | 0.09% | 1523 | -584 | -6.22% | Q1 2026 | May 13, 2026 |
| Truepoint, Inc. | History | Added to | 8,804 | 5,260 | 0.12% | 0.11% | 1524 | +1,342 | 17.98% | Q1 2026 | May 08, 2026 |
| Gainplan LLC | History | Reduced | 8,787 | 5,250 | 3.93% | 3.48% | 1525 | -6,020 | -40.66% | Q1 2026 | Apr 08, 2026 |
| Keeler Thomas Management LLC | History | New | 8,785 | 5,249 | 2.22% | — | 1526 | +8,785 | New | Q1 2026 | May 11, 2026 |
| Welch Group, LLC | History | Reduced | 8,775 | 5,243 | 0.2% | 0.24% | 1527 | -1,197 | -12.0% | Q1 2026 | Apr 21, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 8,750 | 5,228 | 1.01% | 1.04% | 1528 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Minot DeBlois Advisors LLC | History | Added to | 8,748 | 5,227 | 4.74% | 3.9% | 1529 | +1,825 | 26.36% | Q1 2026 | May 08, 2026 |
| Bollard Group LLC | History | Added to | 8,744 | 5,225 | 0.15% | 0.11% | 1530 | +1,971 | 29.1% | Q1 2026 | May 14, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | Reduced | 8,662 | 5,217 | 0.93% | 0.89% | 1531 | -45 | -0.52% | Q1 2026 | May 08, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 8,665 | 5,177 | 1.14% | 0.19% | 1532 | +7,252 | 513.23% | Q1 2026 | Apr 27, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 8,634 | 5,156 | 0.66% | 1.23% | 1533 | -7,411 | -46.19% | Q1 2026 | Apr 13, 2026 |
| McAdam, LLC | History | Added to | 8,626 | 5,154 | 0.23% | 0.23% | 1534 | +753 | 9.56% | Q1 2026 | May 08, 2026 |
| My Personal CFO, LLC | History | No change | 8,618 | 5,149 | 2.25% | 2.25% | 1535 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Modus Advisors, LLC | History | Added to | 8,616 | 5,148 | 1.42% | 1.42% | 1536 | +52 | 0.61% | Q1 2026 | May 04, 2026 |
| American Investment Services, Inc. | History | Added to | 8,609 | 5,144 | 1.15% | 1.2% | 1537 | +366 | 4.44% | Q1 2026 | May 13, 2026 |
| Jacobi Capital Management LLC | History | Added to | 8,598 | 5,137 | 0.29% | 0.29% | 1538 | +693 | 8.77% | Q1 2026 | May 13, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 8,597 | 5,136 | 0.09% | 0.14% | 1539 | -342 | -3.83% | Q1 2026 | May 11, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 8,116 | 5,131 | 0.09% | 0.08% | 1540 | +1,223 | 17.74% | Q1 2026 | May 15, 2026 |
| Valued Retirements, Inc. | History | Reduced | 8,582 | 5,128 | 5.01% | 5.32% | 1541 | -97 | -1.12% | Q1 2026 | May 13, 2026 |
| HCR Wealth Advisors | History | Added to | 8,552 | 5,110 | 0.53% | 0.51% | 1542 | +394 | 4.83% | Q1 2026 | Apr 21, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 8,533 | 5,099 | 0.27% | 0.18% | 1544 | +3,743 | 78.14% | Q1 2026 | Apr 16, 2026 |
| Next Capital Management LLC | History | Added to | 8,533 | 5,099 | 1.54% | 1.69% | 1543 | +95 | 1.13% | Q1 2026 | May 07, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 8,498 | 5,077 | 0.01% | 0.01% | 1545 | -3,737 | -30.54% | Q1 2026 | May 15, 2026 |
| MBL Wealth, LLC | History | Added to | 8,490 | 5,073 | 0.38% | 0.42% | 1546 | +141 | 1.69% | Q1 2026 | Apr 28, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 8,080 | 5,067 | 0.67% | 0.67% | 1547 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| ICW Investment Advisors LLC | History | Reduced | 8,474 | 5,063 | 1.83% | 2.08% | 1548 | -667 | -7.3% | Q1 2026 | May 11, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 8,466 | 5,058 | 2.35% | 2.03% | 1549 | +1,619 | 23.65% | Q1 2026 | Apr 08, 2026 |
| Sulzberger Capital Advisors, Inc. | History | Added to | 8,453 | 5,051 | 5.15% | 5.22% | 1550 | +211 | 2.56% | Q1 2026 | Apr 10, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Reduced | 8,453 | 5,051 | 2.84% | 3.06% | 1551 | -21 | -0.25% | Q1 2026 | Apr 13, 2026 |
| Legacy PCG, LLC | History | Reduced | 8,444 | 5,045 | 27.1% | 23.04% | 1552 | -50,892 | -85.77% | Q1 2026 | May 15, 2026 |
| Curi Capital, LLC | History | Reduced | 8,438 | 5,042 | 0.09% | 0.1% | 1553 | -380 | -4.31% | Q1 2026 | May 15, 2026 |
| CFM WEALTH PARTNERS LLC | History | Reduced | 8,438 | 5,041 | 0.76% | 0.77% | 1554 | -36 | -0.42% | Q1 2026 | Apr 21, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 8,430 | 5,037 | 2.21% | 1.63% | 1555 | +2,736 | 48.05% | Q1 2026 | May 15, 2026 |
| RKL Wealth Management LLC | History | Reduced | 8,418 | 5,030 | 0.45% | 0.44% | 1556 | -134 | -1.57% | Q1 2026 | Apr 24, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 8,329 | 4,976 | 0.63% | 0.63% | 1557 | -70 | -0.83% | Q1 2026 | Apr 24, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 8,311 | 4,955 | 1.2% | 1.31% | 1558 | -384 | -4.42% | Q1 2026 | May 01, 2026 |
| Wiser Advisor Group LLC | History | Reduced | 8,281 | 4,948 | 5.98% | 6.03% | 1559 | -132 | -1.57% | Q1 2026 | Apr 22, 2026 |
| NerdWallet Wealth Partners, LLC | History | Reduced | 8,276 | 4,945 | 2.16% | 2.43% | 1560 | -400 | -4.61% | Q1 2026 | May 05, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 8,250 | 4,929 | 0.04% | 0.02% | 1561 | +4,901 | 146.34% | Q1 2026 | Apr 24, 2026 |
| Xcel Wealth Management, LLC | History | Added to | 8,235 | 4,920 | 1.36% | 1.29% | 1562 | +161 | 1.99% | Q1 2026 | Apr 21, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 8,226 | 4,915 | 0.61% | 0.65% | 1563 | +170 | 2.11% | Q1 2026 | May 12, 2026 |
| Farnam Financial LLC | History | Added to | 8,218 | 4,910 | 4.04% | 3.67% | 1565 | +447 | 5.75% | Q1 2026 | Apr 27, 2026 |
| Attestor Capital Ltd | History | No change | 8,218 | 4,910 | 1.29% | 2.45% | 1564 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Charter Capital Management, LLC\DE | History | Added to | 8,150 | 4,870 | 2.44% | 2.56% | 1566 | +234 | 2.96% | Q1 2026 | Apr 27, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 8,147 | 4,868 | 0.01% | 0.02% | 1567 | -3,494 | -30.01% | Q1 2026 | May 11, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 8,144 | 4,866 | 1.44% | 1.48% | 1569 | +483 | 6.3% | Q1 2026 | Apr 20, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 8,144 | 4,866 | 1.98% | 1.98% | 1568 | -2 | -0.02% | Q1 2026 | May 07, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 8,125 | 4,855 | 0.46% | 0.45% | 1570 | +895 | 12.38% | Q1 2026 | Apr 15, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 8,120 | 4,852 | 0.31% | 0.31% | 1571 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 8,102 | 4,841 | 0.02% | 0.02% | 1572 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 8,096 | 4,837 | 0.13% | 0.37% | 1573 | -14,825 | -64.68% | Q1 2026 | Apr 13, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 8,062 | 4,817 | 3.96% | 4.2% | 1574 | -121 | -1.48% | Q1 2026 | Apr 28, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 8,055 | 4,814 | 0.4% | 0.34% | 1575 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Vectors Research Management, LLC | History | Reduced | 8,043 | 4,806 | 1.4% | 1.7% | 1576 | -850 | -9.56% | Q1 2026 | May 05, 2026 |
| IPG Investment Advisors LLC | History | Added to | 8,014 | 4,788 | 0.82% | 0.81% | 1577 | +607 | 8.19% | Q1 2026 | May 12, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 8,010 | 4,786 | 0.29% | 0.17% | 1579 | +3,773 | 89.05% | Q1 2026 | Apr 20, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 8,010 | 4,786 | 0.86% | 0.97% | 1578 | -696 | -7.99% | Q1 2026 | Apr 30, 2026 |
| Southland Equity Partners LLC | History | Added to | 7,999 | 4,780 | 0.93% | 0.95% | 1580 | +293 | 3.8% | Q1 2026 | Apr 14, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | Reduced | 7,989 | 4,773 | 3.95% | 5.03% | 1582 | -1,755 | -18.01% | Q1 2026 | Apr 21, 2026 |
| WESPAC Advisors, LLC | History | Added to | 7,989 | 4,773 | 2.61% | 2.53% | 1581 | +544 | 7.31% | Q1 2026 | Apr 28, 2026 |
| CFC Planning Co LLC | History | Added to | 7,983 | 4,770 | 3.4% | 3.23% | 1583 | +1,203 | 17.74% | Q1 2026 | Apr 24, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 7,980 | 4,768 | 7.51% | 3.43% | 1584 | +4,928 | 161.47% | Q1 2026 | Apr 13, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Reduced | 7,945 | 4,747 | 1.46% | 1.46% | 1585 | -140 | -1.73% | Q1 2026 | Apr 27, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 7,919 | 4,731 | 0.27% | 0.28% | 1586 | -325 | -3.94% | Q1 2026 | Apr 21, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Added to | 7,918 | 4,731 | 0.68% | 0.74% | 1587 | +37 | 0.47% | Q1 2026 | Apr 13, 2026 |
| DBK Financial Counsel, LLC | History | No change | 7,522 | 4,717 | 3.62% | 3.62% | 1588 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| London & Capital Asset Management Ltd | History | Reduced | 7,886 | 4,713 | 0.05% | 0.13% | 1589 | -11,383 | -59.07% | Q1 2026 | May 15, 2026 |
| Cogent Private Wealth, Inc. | History | Added to | 7,883 | 4,710 | 3.4% | 3.62% | 1590 | +295 | 3.89% | Q1 2026 | Apr 13, 2026 |
| Ducere Wealth Management LLC | History | Reduced | 7,863 | 4,698 | 1.87% | 2.64% | 1591 | -3,021 | -27.76% | Q1 2026 | May 11, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | New | 7,786 | 4,690 | 0.31% | — | 1592 | +7,786 | New | Q1 2026 | Apr 16, 2026 |
| S Harris Financial Group, LLC | History | Reduced | 7,795 | 4,657 | 4.25% | 4.69% | 1593 | -15 | -0.19% | Q1 2026 | Apr 21, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 7,775 | 4,645 | 1.54% | 2.43% | 1594 | +55 | 0.71% | Q1 2026 | Apr 20, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 7,771 | 4,643 | 0.49% | 0.55% | 1595 | -189 | -2.37% | Q1 2026 | May 11, 2026 |
| LRI Investments, LLC | History | Added to | 7,768 | 4,641 | 0.41% | 0.32% | 1596 | +1,424 | 22.45% | Q1 2026 | Apr 30, 2026 |
| 1776 Wealth LLC | History | Added to | 7,762 | 4,638 | 1.82% | 1.65% | 1597 | +787 | 11.28% | Q1 2026 | May 08, 2026 |
| ORG Partners LLC | History | No change | 7,364 | 4,620 | 0.81% | 0.81% | 1598 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 7,041 | 4,599 | 1.46% | 1.2% | 1599 | +1,600 | 29.41% | Q1 2026 | May 12, 2026 |
| Intrua Financial, LLC | History | Added to | 7,683 | 4,591 | 0.47% | 0.45% | 1600 | +883 | 12.99% | Q1 2026 | Apr 23, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 7,645 | 4,567 | 0.63% | 0.62% | 1601 | +414 | 5.73% | Q1 2026 | Apr 22, 2026 |
| Schrum Private Wealth Management LLC | History | Added to | 7,641 | 4,565 | 3.48% | 3.45% | 1602 | +200 | 2.69% | Q1 2026 | May 08, 2026 |
| Able Wealth Management LLC | History | Added to | 7,606 | 4,545 | 1.22% | 0.81% | 1603 | +3,526 | 86.42% | Q1 2026 | Apr 24, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 7,571 | 4,524 | 3.03% | 3.26% | 1604 | -105 | -1.37% | Q1 2026 | Apr 29, 2026 |
| Eschler Asset Management LLP | History | No change | 7,552 | 4,512 | 4.5% | 3.19% | 1605 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Nicholson Wealth Management Group, LLC | History | Reduced | 7,550 | 4,511 | 2.63% | 3.14% | 1606 | -989 | -11.58% | Q1 2026 | May 04, 2026 |
| Omnitrust Wealth Management, Inc | History | Reduced | 7,534 | 4,501 | 5.83% | 11.42% | 1607 | -6,800 | -47.44% | Q1 2026 | Apr 22, 2026 |
| Colter Lewis Investment Partners LLC | History | Added to | 7,518 | 4,492 | 4.22% | 3.98% | 1608 | +2,032 | 37.04% | Q1 2026 | May 15, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 7,504 | 4,483 | 1.72% | 1.78% | 1609 | -108 | -1.42% | Q1 2026 | Apr 24, 2026 |
| Hudson Bay Capital Management LP | History | No change | 7,500 | 4,481 | 0.02% | 0.02% | 1610 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 7,470 | 4,463 | 0.33% | 0.56% | 1611 | -5,544 | -42.6% | Q1 2026 | Apr 20, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 7,464 | 4,460 | 1.63% | 1.68% | 1612 | -4 | -0.05% | Q1 2026 | May 05, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 7,449 | 4,451 | 1.87% | 2.0% | 1613 | +134 | 1.83% | Q1 2026 | May 11, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 7,435 | 4,442 | 0.51% | 0.52% | 1614 | +28 | 0.38% | Q1 2026 | May 11, 2026 |
| Faithward Advisors, LLC | History | Added to | 7,402 | 4,423 | 0.63% | 0.45% | 1615 | +2,480 | 50.39% | Q1 2026 | Apr 17, 2026 |
| Maia Wealth LLC | History | Reduced | 7,399 | 4,421 | 0.75% | 0.8% | 1616 | -67 | -0.9% | Q1 2026 | May 08, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 7,388 | 4,414 | 1.41% | 1.56% | 1617 | -543 | -6.85% | Q1 2026 | Apr 23, 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | History | Reduced | 7,386 | 4,413 | 4.07% | 5.73% | 1618 | -2,533 | -25.54% | Q1 2026 | Apr 21, 2026 |
| Optiver Holding B.V. | History | New | 7,347 | 4,390 | 0.0% | — | 1619 | +7,347 | New | Q1 2026 | May 15, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 7,320 | 4,375 | 1.13% | 1.27% | 1620 | +38 | 0.52% | Q1 2026 | May 06, 2026 |
| Accredited Investors Inc. | History | Added to | 7,321 | 4,374 | 0.24% | 0.22% | 1621 | +671 | 10.09% | Q1 2026 | Apr 30, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 7,308 | 4,367 | 0.13% | 0.14% | 1622 | -288 | -3.79% | Q1 2026 | Apr 24, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Reduced | 7,309 | 4,367 | 1.04% | 1.12% | 1623 | -280 | -3.69% | Q1 2026 | May 08, 2026 |
| Hoese & Co LLP | History | Reduced | 7,308 | 4,366 | 3.24% | 3.69% | 1624 | -952 | -11.53% | Q1 2026 | Apr 22, 2026 |
| Synergy Financial Group, LTD | History | Added to | 7,296 | 4,359 | 3.27% | 2.7% | 1625 | +1,168 | 19.06% | Q1 2026 | May 14, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 7,289 | 4,355 | 1.58% | 1.63% | 1626 | +298 | 4.26% | Q1 2026 | Apr 27, 2026 |
| LAWOOD & CO | History | Added to | 7,276 | 4,347 | 4.03% | 1.25% | 1627 | +5,175 | 246.31% | Q1 2026 | Apr 14, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Added to | 7,272 | 4,345 | 0.56% | 0.57% | 1628 | +15 | 0.21% | Q1 2026 | May 07, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 7,258 | 4,337 | 1.49% | 1.66% | 1629 | +645 | 9.75% | Q1 2026 | May 14, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 7,235 | 4,323 | 1.56% | 1.57% | 1630 | +124 | 1.74% | Q1 2026 | May 06, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Added to | 7,234 | 4,322 | 1.25% | 1.2% | 1631 | +964 | 15.37% | Q1 2026 | May 07, 2026 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | History | Added to | 7,225 | 4,317 | 0.77% | 0.13% | 1632 | +6,007 | 493.19% | Q1 2026 | Apr 24, 2026 |
| Family Capital Management, Inc. | History | Added to | 7,210 | 4,308 | 1.92% | 2.01% | 1633 | +2 | 0.03% | Q1 2026 | Apr 22, 2026 |
| BIRINYI ASSOCIATES INC | History | Reduced | 7,199 | 4,302 | 1.17% | 1.92% | 1634 | -5,059 | -41.27% | Q1 2026 | May 04, 2026 |
| New Covenant Trust Company, N.A. | History | Reduced | 7,182 | 4,291 | 3.83% | 4.26% | 1635 | -335 | -4.46% | Q1 2026 | Apr 17, 2026 |
| Prospect Financial Group LLC | History | No change | 7,180 | 4,290 | 3.96% | 4.19% | 1636 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 7,171 | 4,284 | 0.27% | 0.28% | 1637 | +30 | 0.42% | Q1 2026 | Apr 14, 2026 |
| Avondale Wealth Management | History | Added to | 7,169 | 4,283 | 2.11% | 2.23% | 1638 | +249 | 3.6% | Q1 2026 | Apr 14, 2026 |
| Peak Retirement Planning, Inc. | History | Reduced | 7,155 | 4,275 | 0.85% | 1.98% | 1639 | -6,345 | -47.0% | Q1 2026 | May 11, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Reduced | 7,126 | 4,258 | 1.86% | 2.24% | 1640 | -89 | -1.23% | Q1 2026 | Apr 24, 2026 |
| Keebeck Wealth Management | History | Reduced | 7,123 | 4,256 | 0.48% | 0.57% | 1641 | -685 | -8.77% | Q1 2026 | May 14, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Reduced | 7,120 | 4,254 | 2.22% | 2.44% | 1642 | -34 | -0.48% | Q1 2026 | Apr 20, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 7,102 | 4,243 | 1.46% | 1.49% | 1643 | +503 | 7.62% | Q1 2026 | Apr 23, 2026 |
| Mountain Hill Investment Partners Corp. | History | New | 7,100 | 4,242 | 2.51% | — | 1644 | +7,100 | New | Q1 2026 | May 01, 2026 |
| BXM Wealth LLC | History | Reduced | 7,088 | 4,235 | 3.26% | 2.96% | 1645 | -52,336 | -88.07% | Q1 2026 | Apr 23, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 7,038 | 4,205 | 0.31% | 0.37% | 1646 | -200 | -2.76% | Q1 2026 | May 13, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 7,034 | 4,203 | 0.74% | 0.78% | 1648 | -940 | -11.79% | Q1 2026 | May 11, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Added to | 7,035 | 4,203 | 0.05% | 0.04% | 1647 | +695 | 10.96% | Q1 2026 | Apr 13, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 7,027 | 4,198 | 1.09% | 1.15% | 1649 | -75 | -1.06% | Q1 2026 | Apr 15, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 7,023 | 4,196 | 1.1% | 0.94% | 1650 | +306 | 4.56% | Q1 2026 | May 11, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 7,015 | 4,191 | 0.56% | 0.57% | 1651 | -135 | -1.89% | Q1 2026 | Apr 08, 2026 |
| Well Done, LLC | History | Reduced | 6,995 | 4,179 | 0.61% | 0.69% | 1652 | -330 | -4.51% | Q1 2026 | Apr 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 6,963 | 4,161 | 0.21% | 0.22% | 1653 | +312 | 4.69% | Q1 2026 | Apr 23, 2026 |
| SFMG, LLC | History | Added to | 6,962 | 4,160 | 0.28% | 0.28% | 1654 | +357 | 5.4% | Q1 2026 | May 12, 2026 |
| REXFORD CAPITAL INC | History | Added to | 6,945 | 4,150 | 2.96% | 3.0% | 1655 | +623 | 9.85% | Q1 2026 | Apr 23, 2026 |
| Trust Point Inc. | History | Reduced | 6,945 | 4,149 | 0.36% | 0.56% | 1656 | -4,378 | -38.66% | Q1 2026 | Apr 15, 2026 |
| Investment Advisory Group, LLC | History | Added to | 6,934 | 4,143 | 1.05% | 1.08% | 1657 | +220 | 3.28% | Q1 2026 | Apr 22, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 6,920 | 4,135 | 3.49% | 3.48% | 1658 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 6,916 | 4,132 | 0.14% | 0.5% | 1659 | -21,446 | -75.62% | Q1 2026 | May 18, 2026 |
| Summa Corp. | History | New | 6,912 | 4,130 | 1.71% | — | 1660 | +6,912 | New | Q1 2026 | Apr 30, 2026 |
| Fee-Only Financial Planning, L.C. | History | Reduced | 6,908 | 4,127 | 2.49% | 2.83% | 1661 | -825 | -10.67% | Q1 2026 | Apr 28, 2026 |
| Integrity Investment Advisors, LLC | History | Reduced | 6,892 | 4,118 | 2.23% | 2.52% | 1662 | -414 | -5.67% | Q1 2026 | Apr 29, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 6,889 | 4,116 | 0.09% | 0.08% | 1663 | +478 | 7.46% | Q1 2026 | May 07, 2026 |
| Nilsine Partners, LLC | History | Reduced | 6,246 | 4,106 | 0.32% | 0.37% | 1664 | -578 | -8.47% | Q1 2026 | Apr 29, 2026 |
| Sage Capital Advisors,llc | History | Reduced | 6,871 | 4,105 | 0.95% | 1.03% | 1665 | -60 | -0.87% | Q1 2026 | Apr 07, 2026 |
| Ridgewood Investments LLC | History | New | 6,868 | 4,103 | 1.68% | — | 1666 | +6,868 | New | Q1 2026 | Apr 03, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 6,856 | 4,096 | 0.25% | 0.29% | 1667 | -572 | -7.7% | Q1 2026 | May 04, 2026 |
| CV Advisors LLC | History | No change | 6,827 | 4,079 | 1.11% | 1.09% | 1668 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Family Investment Center, Inc. | History | Reduced | 6,807 | 4,067 | 0.78% | 0.88% | 1669 | -158 | -2.27% | Q1 2026 | Apr 24, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 6,804 | 4,065 | 0.59% | 0.7% | 1670 | -390 | -5.42% | Q1 2026 | May 11, 2026 |
| Independent Wealth Network Inc. | History | Added to | 6,799 | 4,062 | 1.21% | 1.26% | 1671 | +223 | 3.39% | Q1 2026 | Apr 20, 2026 |
| Sterling Group Wealth Management, LLC | History | Added to | 6,777 | 4,049 | 1.92% | 1.96% | 1672 | +330 | 5.12% | Q1 2026 | May 04, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Added to | 6,769 | 4,044 | 0.09% | 0.09% | 1673 | +151 | 2.28% | Q1 2026 | Apr 30, 2026 |
| DB Fitzpatrick & Co, Inc | History | Added to | 6,754 | 4,035 | 3.45% | 3.61% | 1674 | +281 | 4.34% | Q1 2026 | Apr 27, 2026 |
| EWA, LLC | History | Added to | 6,723 | 4,017 | 0.91% | 1.0% | 1675 | +179 | 2.74% | Q1 2026 | Apr 23, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 6,713 | 4,011 | 1.2% | 1.27% | 1676 | -27 | -0.4% | Q1 2026 | May 05, 2026 |
| RMG Wealth Management LLC | History | No change | 5,900 | 4,009 | 0.46% | 0.48% | 1677 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 6,700 | 4,003 | 1.36% | 1.29% | 1678 | +668 | 11.07% | Q1 2026 | Apr 09, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 6,700 | 4,003 | 0.83% | 0.86% | 1679 | +482 | 7.75% | Q1 2026 | May 12, 2026 |
| WealthCollab, LLC | History | Reduced | 6,694 | 3,999 | 1.65% | 1.76% | 1680 | -164 | -2.39% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 6,680 | 3,991 | 0.29% | 0.28% | 1681 | +369 | 5.85% | Q1 2026 | May 05, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 6,677 | 3,990 | 3.85% | 3.8% | 1682 | +572 | 9.37% | Q1 2026 | May 05, 2026 |
| Larry Mathis Financial Planning, LLC | History | Reduced | 6,676 | 3,989 | 3.58% | 4.61% | 1685 | -1,649 | -19.81% | Q1 2026 | Apr 21, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 6,676 | 3,989 | 0.45% | 0.52% | 1684 | -584 | -8.04% | Q1 2026 | May 15, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 6,675 | 3,989 | 0.03% | 0.03% | 1683 | +210 | 3.25% | Q1 2026 | May 14, 2026 |
| Vivaldi Capital Management LP | History | Added to | 6,675 | 3,988 | 0.55% | 0.56% | 1686 | +88 | 1.34% | Q1 2026 | May 14, 2026 |
| Opulen Financial Group LLC | History | Added to | 6,663 | 3,981 | 2.8% | 2.95% | 1687 | +213 | 3.3% | Q1 2026 | Apr 29, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 6,654 | 3,976 | 0.63% | 0.7% | 1688 | +517 | 8.42% | Q1 2026 | Apr 30, 2026 |
| Neumann Capital Management, LLC | History | Added to | 6,652 | 3,974 | 1.17% | 0.64% | 1689 | +3,133 | 89.03% | Q1 2026 | Apr 13, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 6,645 | 3,970 | 0.38% | 0.4% | 1690 | +102 | 1.56% | Q1 2026 | May 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 6,613 | 3,962 | 0.01% | 0.09% | 1691 | -74,971 | -91.89% | Q1 2026 | May 14, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Reduced | 6,629 | 3,961 | 0.5% | 0.59% | 1692 | -231 | -3.37% | Q1 2026 | Apr 16, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | Added to | 6,614 | 3,952 | 0.52% | 0.55% | 1693 | +8 | 0.12% | Q1 2026 | May 06, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 6,610 | 3,949 | 0.43% | 0.43% | 1694 | +49 | 0.75% | Q1 2026 | Apr 28, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Added to | 6,608 | 3,948 | 0.29% | 0.24% | 1695 | +553 | 9.13% | Q1 2026 | Apr 14, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | New | 6,574 | 3,928 | 2.01% | — | 1696 | +6,574 | New | Q1 2026 | May 15, 2026 |
| Arlington Trust Co LLC | History | Added to | 6,558 | 3,918 | 0.35% | 0.34% | 1697 | +1,243 | 23.39% | Q1 2026 | Apr 08, 2026 |
| Texas Yale Capital Corp. | History | Added to | 6,548 | 3,912 | 0.11% | 0.12% | 1698 | +2 | 0.03% | Q1 2026 | May 04, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 6,544 | 3,910 | 1.42% | 1.43% | 1699 | -96 | -1.45% | Q1 2026 | May 11, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 6,537 | 3,906 | 1.43% | 1.51% | 1700 | +250 | 3.98% | Q1 2026 | Apr 17, 2026 |
| 25 LLC | History | Reduced | 6,532 | 3,903 | 1.2% | 1.4% | 1701 | -479 | -6.83% | Q1 2026 | Apr 20, 2026 |
| Mechanics Bank Trust Department | History | No change | 6,521 | 3,896 | 0.54% | 0.54% | 1702 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CULLINAN ASSOCIATES INC | History | No change | 6,500 | 3,884 | 0.31% | 0.28% | 1703 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Bristlecone Value Partners, LLC | History | New | 6,487 | 3,876 | 3.41% | — | 1704 | +6,487 | New | Q1 2026 | May 08, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Added to | 6,473 | 3,867 | 1.82% | 1.84% | 1705 | +11 | 0.17% | Q1 2026 | May 12, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 6,466 | 3,863 | 1.28% | 1.79% | 1706 | -1,384 | -17.63% | Q1 2026 | May 15, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 6,418 | 3,835 | 0.32% | 0.37% | 1707 | -241 | -3.62% | Q1 2026 | May 05, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 6,418 | 3,834 | 0.48% | 0.51% | 1708 | +446 | 7.47% | Q1 2026 | Apr 21, 2026 |
| Maridea Wealth Management LLC | History | Added to | 6,414 | 3,832 | 0.56% | 0.57% | 1710 | +314 | 5.15% | Q1 2026 | Apr 21, 2026 |
| First PREMIER Bank | History | No change | 6,414 | 3,832 | 0.88% | 0.92% | 1709 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CHILTON INVESTMENT CO INC. | History | Added to | 6,411 | 3,830 | 0.09% | 0.02% | 1711 | +4,668 | 267.81% | Q1 2026 | May 15, 2026 |
| Legacy Financial Group LLC | History | Reduced | 6,407 | 3,828 | 0.48% | 0.55% | 1712 | -628 | -8.93% | Q1 2026 | May 04, 2026 |
| Azimuth Capital Investment Management LLC | History | Reduced | 6,404 | 3,826 | 0.14% | 0.15% | 1713 | -162 | -2.47% | Q1 2026 | May 12, 2026 |
| SYON CAPITAL LLC | History | Reduced | 6,372 | 3,807 | 0.19% | 0.2% | 1714 | -85 | -1.32% | Q1 2026 | May 13, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Added to | 6,337 | 3,795 | 1.76% | 1.89% | 1715 | +12 | 0.19% | Q1 2026 | Apr 22, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 6,295 | 3,761 | 0.08% | 0.08% | 1716 | +206 | 3.38% | Q1 2026 | Apr 07, 2026 |
| Triasima Portfolio Management inc. | History | Reduced | 6,292 | 3,759 | 0.57% | 0.6% | 1717 | -95 | -1.49% | Q1 2026 | Apr 24, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 6,287 | 3,756 | 2.08% | 2.41% | 1718 | +142 | 2.31% | Q1 2026 | Apr 16, 2026 |
| Elevation Capital Advisory, LLC | History | Reduced | 6,275 | 3,749 | 1.6% | 3.05% | 1719 | -5,621 | -47.25% | Q1 2026 | May 08, 2026 |
| Innova Wealth Partners | History | Added to | 6,230 | 3,722 | 1.76% | 1.81% | 1720 | +514 | 8.99% | Q1 2026 | Apr 24, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 6,217 | 3,714 | 2.21% | 2.45% | 1722 | +251 | 4.21% | Q1 2026 | May 12, 2026 |
| NYL Investors LLC | History | No change | 6,217 | 3,714 | 1.4% | 1.32% | 1721 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DT Investment Partners, LLC | History | Reduced | 6,212 | 3,711 | 0.31% | 0.32% | 1723 | -36 | -0.58% | Q1 2026 | May 14, 2026 |
| Security National Bank | History | Reduced | 6,194 | 3,701 | 0.54% | 0.67% | 1724 | -1,287 | -17.2% | Q1 2026 | Apr 16, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Reduced | 6,189 | 3,698 | 0.83% | 0.9% | 1725 | -204 | -3.19% | Q1 2026 | Apr 15, 2026 |
| Vienna Asset Management LLC | History | Added to | 6,182 | 3,693 | 2.87% | 1.92% | 1726 | +794 | 14.74% | Q1 2026 | May 12, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 6,180 | 3,692 | 1.62% | 1.64% | 1727 | +613 | 11.01% | Q1 2026 | May 04, 2026 |
| JT Stratford LLC | History | Added to | 6,166 | 3,684 | 0.47% | 0.46% | 1728 | +452 | 7.91% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Added to | 6,091 | 3,668 | 0.27% | 0.16% | 1729 | +2,609 | 74.93% | Q1 2026 | Apr 27, 2026 |
| First National Advisers, LLC | History | Added to | 6,138 | 3,667 | 0.54% | 0.51% | 1730 | +233 | 3.95% | Q1 2026 | May 08, 2026 |
| Sunpointe, LLC | History | Added to | 6,129 | 3,662 | 1.2% | 1.24% | 1731 | +177 | 2.97% | Q1 2026 | Apr 21, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 5,825 | 3,653 | 1.7% | 1.7% | 1732 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| HEADINVEST, LLC | History | Added to | 6,108 | 3,649 | 0.75% | 0.62% | 1733 | +1,145 | 23.07% | Q1 2026 | May 15, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 6,106 | 3,648 | 0.43% | 0.48% | 1734 | -356 | -5.51% | Q1 2026 | Apr 21, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | Added to | 6,095 | 3,642 | 2.9% | 3.02% | 1735 | +1 | 0.02% | Q1 2026 | Apr 16, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Reduced | 6,086 | 3,636 | 1.91% | 4.79% | 1736 | -21,842 | -78.21% | Q1 2026 | Apr 15, 2026 |
| Bluesphere Advisors LLC | History | Reduced | 6,078 | 3,631 | 1.29% | 1.95% | 1738 | -938 | -13.37% | Q1 2026 | Apr 22, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 6,078 | 3,631 | 0.0% | 0.0% | 1737 | +13 | 0.21% | Q1 2026 | May 15, 2026 |
| Oxford Wealth Group, LLC | History | Reduced | 6,055 | 3,617 | 1.98% | 2.05% | 1739 | -663 | -9.87% | Q1 2026 | May 11, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 6,022 | 3,598 | 0.19% | 0.19% | 1740 | -88 | -1.44% | Q1 2026 | Apr 13, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 5,745 | 3,588 | 0.43% | 0.47% | 1741 | -2 | -0.03% | Q1 2026 | Apr 22, 2026 |
| JMN Financial LLC | History | Added to | 6,000 | 3,585 | 3.52% | 3.28% | 1743 | +751 | 14.31% | Q1 2026 | May 15, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 6,000 | 3,585 | 2.32% | 2.43% | 1742 | -273 | -4.35% | Q1 2026 | Apr 15, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 5,963 | 3,563 | 1.16% | 1.21% | 1744 | +220 | 3.83% | Q1 2026 | Apr 24, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Added to | 5,213 | 3,538 | 2.82% | 2.63% | 1746 | +207 | 4.14% | Q1 2026 | May 14, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 5,921 | 3,538 | 0.15% | 0.15% | 1745 | +84 | 1.44% | Q1 2026 | Apr 21, 2026 |
| Orion Investment Co | History | Added to | 5,898 | 3,524 | 1.12% | 1.12% | 1747 | +55 | 0.94% | Q1 2026 | May 12, 2026 |
| Bakala Capital LLC | History | Added to | 5,893 | 3,521 | 16.93% | 17.41% | 1748 | +19 | 0.32% | Q1 2026 | May 14, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 5,869 | 3,507 | 1.63% | 1.71% | 1749 | +91 | 1.57% | Q1 2026 | Apr 21, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 5,866 | 3,505 | 0.9% | 0.47% | 1750 | +3,043 | 107.79% | Q1 2026 | Apr 17, 2026 |
| Sawyer & Company, Inc | History | Reduced | 5,851 | 3,496 | 1.35% | 1.32% | 1751 | -117 | -1.96% | Q1 2026 | Apr 23, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 5,845 | 3,492 | 1.37% | 1.52% | 1752 | -139 | -2.32% | Q1 2026 | Apr 17, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 5,838 | 3,488 | 10.12% | 10.28% | 1753 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 5,770 | 3,487 | 1.29% | 1.23% | 1754 | +579 | 11.15% | Q1 2026 | May 01, 2026 |
| Segment Wealth Management, LLC | History | Added to | 5,833 | 3,485 | 0.2% | 0.21% | 1755 | +55 | 0.95% | Q1 2026 | Apr 20, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 5,834 | 3,485 | 0.2% | 0.21% | 1756 | -19 | -0.32% | Q1 2026 | May 07, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 5,832 | 3,484 | 0.2% | 0.2% | 1757 | -119 | -2.0% | Q1 2026 | Apr 29, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 5,821 | 3,478 | 0.5% | 0.54% | 1758 | -389 | -6.26% | Q1 2026 | May 07, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 5,228 | 3,477 | 0.46% | 0.54% | 1759 | -197 | -3.63% | Q1 2026 | May 06, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 5,820 | 3,476 | 0.28% | 0.27% | 1760 | +328 | 5.97% | Q1 2026 | May 15, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 5,334 | 3,475 | 0.13% | 0.11% | 1761 | +1,199 | 29.0% | Q1 2026 | Apr 24, 2026 |
| Sankala Group LLC | History | Added to | 5,899 | 3,473 | 2.84% | 2.94% | 1762 | +75 | 1.29% | Q1 2026 | Mar 31, 2026 |
| National Wealth Management Group, LLC | History | Added to | 5,788 | 3,458 | 1.29% | 1.06% | 1763 | +888 | 18.12% | Q1 2026 | May 11, 2026 |
| Vines Capital Management, LLC | History | Reduced | 5,785 | 3,456 | 3.42% | 3.63% | 1764 | -153 | -2.58% | Q1 2026 | May 12, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 5,780 | 3,453 | 0.46% | 0.47% | 1765 | +47 | 0.82% | Q1 2026 | Apr 27, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | New | 5,776 | 3,451 | 1.64% | — | 1766 | +5,776 | New | Q1 2026 | May 15, 2026 |
| Astra Wealth Partners LLC | History | Reduced | 5,770 | 3,447 | 2.06% | 2.38% | 1767 | -697 | -10.78% | Q1 2026 | May 06, 2026 |
| Tranquility Partners, LLC | History | Added to | 5,761 | 3,442 | 1.3% | 1.3% | 1768 | +7 | 0.12% | Q1 2026 | Apr 20, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 5,486 | 3,440 | 0.49% | 0.49% | 1769 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 5,754 | 3,438 | 0.28% | 0.29% | 1770 | +340 | 6.28% | Q1 2026 | Apr 13, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 5,743 | 3,431 | 0.15% | 0.12% | 1771 | +1,055 | 22.5% | Q1 2026 | May 11, 2026 |
| Shade Tree Advisors LLC | History | Added to | 5,738 | 3,428 | 2.46% | 2.73% | 1772 | +11 | 0.19% | Q1 2026 | May 12, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 5,735 | 3,427 | 0.05% | 0.06% | 1773 | -55 | -0.95% | Q1 2026 | May 01, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | New | 5,724 | 3,420 | 0.5% | — | 1774 | +5,724 | New | Q1 2026 | Apr 27, 2026 |
| GWN SECURITIES INC. | History | Added to | 5,719 | 3,418 | 0.65% | 0.71% | 1775 | +114 | 2.03% | Q1 2026 | May 14, 2026 |
| Compass Advisory Group LLC | History | Reduced | 5,712 | 3,412 | 0.91% | 0.98% | 1776 | -48 | -0.83% | Q1 2026 | Apr 21, 2026 |
| Tannin Capital LLC | History | Reduced | 5,697 | 3,404 | 2.47% | 3.3% | 1777 | -189 | -3.21% | Q1 2026 | May 12, 2026 |
| Procyon Advisors, LLC | History | Added to | 5,686 | 3,397 | 0.17% | 0.11% | 1778 | +2,243 | 65.15% | Q1 2026 | May 04, 2026 |
| Omnia Family Wealth, LLC | History | Reduced | 5,663 | 3,383 | 1.07% | 2.75% | 1779 | -9,211 | -61.93% | Q1 2026 | May 07, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 5,662 | 3,383 | 0.19% | 0.24% | 1780 | -3 | -0.05% | Q1 2026 | May 11, 2026 |
| Performance Wealth Partners, LLC | History | Added to | 5,654 | 3,378 | 0.1% | 0.09% | 1781 | +123 | 2.22% | Q1 2026 | Apr 10, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 5,632 | 3,365 | 0.44% | 0.48% | 1782 | -940 | -14.3% | Q1 2026 | Apr 10, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Added to | 5,627 | 3,362 | 1.3% | 1.29% | 1783 | +293 | 5.49% | Q1 2026 | Apr 29, 2026 |
| Capital Analysts, LLC | History | Added to | 5,624 | 3,361 | 0.09% | 0.1% | 1784 | +195 | 3.59% | Q1 2026 | May 14, 2026 |
| Financial Council, LLC | History | Added to | 5,616 | 3,355 | 1.29% | 1.29% | 1785 | +464 | 9.01% | Q1 2026 | Apr 21, 2026 |
| Accel Wealth Management | History | Added to | 5,604 | 3,348 | 0.87% | 0.94% | 1786 | +120 | 2.19% | Q1 2026 | Apr 08, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 5,604 | 3,348 | 2.09% | 1.07% | 1787 | +83 | 1.5% | Q1 2026 | May 01, 2026 |
| Auour Investments LLC | History | Added to | 5,601 | 3,346 | 1.05% | 1.1% | 1788 | +106 | 1.93% | Q1 2026 | Apr 20, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 5,589 | 3,339 | 0.05% | 0.05% | 1789 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GEM Asset Management, LLC | History | Added to | 5,587 | 3,338 | 1.47% | 1.34% | 1790 | +844 | 17.79% | Q1 2026 | Apr 10, 2026 |
| KFA Private Wealth Group, LLC | History | Reduced | 5,579 | 3,333 | 0.8% | 0.85% | 1791 | -18 | -0.32% | Q1 2026 | Apr 20, 2026 |
| Wealth Architects, LLC | History | Added to | 5,573 | 3,330 | 0.3% | 0.3% | 1792 | +214 | 3.99% | Q1 2026 | May 15, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 5,573 | 3,329 | 0.15% | 0.14% | 1793 | +444 | 8.66% | Q1 2026 | May 05, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 5,541 | 3,310 | 1.83% | 1.56% | 1794 | +989 | 21.73% | Q1 2026 | Apr 13, 2026 |
| Bank of Marin | History | Reduced | 5,530 | 3,304 | 2.41% | 2.47% | 1795 | -186 | -3.25% | Q1 2026 | May 14, 2026 |
| IFC Advisors LLC | History | No change | 5,529 | 3,303 | 0.47% | 0.51% | 1796 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Stolper Co | History | Added to | 31,089 | 3,292 | 0.93% | 0.09% | 1797 | +30,620 | 6528.78% | Q1 2026 | Apr 13, 2026 |
| Networth Advisors, LLC | History | Reduced | 5,509 | 3,291 | 2.33% | 2.92% | 1798 | -812 | -12.85% | Q1 2026 | Apr 22, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | Reduced | 5,499 | 3,285 | 0.96% | 1.01% | 1799 | -30 | -0.54% | Q1 2026 | May 01, 2026 |
| Fortis Capital Management LLC | History | Added to | 5,477 | 3,272 | 0.33% | 0.33% | 1800 | +1,468 | 36.62% | Q1 2026 | May 11, 2026 |
| Downshift Financial, LLC | History | Added to | 5,011 | 3,269 | 1.69% | 1.64% | 1801 | +748 | 17.55% | Q1 2026 | Apr 29, 2026 |
| Black Swift Group, LLC | History | Reduced | 5,464 | 3,265 | 0.57% | 0.57% | 1802 | -15 | -0.27% | Q1 2026 | Apr 24, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 5,462 | 3,263 | 0.37% | 0.35% | 1803 | +344 | 6.72% | Q1 2026 | May 04, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 5,461 | 3,263 | 0.69% | 0.73% | 1804 | -73 | -1.32% | Q1 2026 | May 05, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 5,185 | 3,251 | 4.13% | — | 1806 | +5,185 | New | Q1 2026 | May 07, 2026 |
| Madison Asset Management, LLC | History | Reduced | 5,442 | 3,251 | 0.04% | 0.05% | 1805 | -1,721 | -24.03% | Q1 2026 | May 07, 2026 |
| Cedarwood Wealth LLC | History | Reduced | 5,438 | 3,249 | 3.28% | 3.93% | 1807 | -93 | -1.68% | Q1 2026 | May 05, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 5,427 | 3,243 | 0.32% | 0.34% | 1808 | -259 | -4.56% | Q1 2026 | May 06, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 5,428 | 3,243 | 1.27% | 1.34% | 1809 | +37 | 0.69% | Q1 2026 | May 04, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 5,420 | 3,239 | 0.08% | 0.07% | 1810 | +23 | 0.43% | Q1 2026 | May 13, 2026 |
| Private Advisory Group LLC | History | Reduced | 5,404 | 3,229 | 0.21% | 0.27% | 1811 | -46 | -0.84% | Q1 2026 | May 08, 2026 |
| Peoples Bank/KS | History | Added to | 5,401 | 3,227 | 3.25% | 2.36% | 1812 | +1,663 | 44.49% | Q1 2026 | Apr 15, 2026 |
| Taylor Hoffman Capital Management LLC | History | Reduced | 5,388 | 3,219 | 0.99% | 1.04% | 1813 | -70 | -1.28% | Q1 2026 | May 12, 2026 |
| Pettinga Financial Advisors LLC | History | No change | 5,374 | 3,211 | 0.6% | 0.64% | 1814 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Keystone Global Partners, LLC | History | Reduced | 5,367 | 3,207 | 1.42% | 1.56% | 1815 | -288 | -5.09% | Q1 2026 | Apr 24, 2026 |
| Kinloch Capital, LLC | History | Reduced | 5,365 | 3,205 | 1.31% | 2.41% | 1816 | -3,536 | -39.73% | Q1 2026 | May 15, 2026 |
| Lee-Kelleher Wealth Management | History | Reduced | 5,364 | 3,205 | 1.91% | 2.04% | 1817 | -95 | -1.74% | Q1 2026 | Apr 14, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 4,967 | 3,203 | 0.29% | 0.29% | 1818 | +3 | 0.06% | Q1 2026 | Apr 20, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | History | Added to | 5,344 | 3,193 | 0.18% | 0.18% | 1819 | +101 | 1.93% | Q1 2026 | Apr 14, 2026 |
| Reality Financial Planning Services, LLC | History | Reduced | 5,345 | 3,193 | 3.08% | 3.23% | 1820 | -31 | -0.58% | Q1 2026 | Apr 24, 2026 |
| Luminist Capital LLC | History | Reduced | 5,342 | 3,192 | 4.24% | 9.18% | 1821 | -6,530 | -55.0% | Q1 2026 | Apr 24, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 5,342 | 3,191 | 0.05% | 0.05% | 1822 | +423 | 8.6% | Q1 2026 | Apr 27, 2026 |
| Latko Wealth Management, Ltd. | History | Added to | 5,339 | 3,190 | 1.56% | 1.58% | 1823 | +183 | 3.55% | Q1 2026 | Apr 29, 2026 |
| 71 West Capital Partners | History | Reduced | 5,326 | 3,182 | 0.14% | 0.17% | 1824 | -620 | -10.43% | Q1 2026 | May 06, 2026 |
| WELCH & FORBES LLC | History | Added to | 5,320 | 3,178 | 0.04% | 0.04% | 1825 | +109 | 2.09% | Q1 2026 | May 01, 2026 |
| Redwood Family Wealth LLC | History | Reduced | 5,310 | 3,173 | 3.1% | 3.31% | 1826 | -58 | -1.08% | Q1 2026 | May 13, 2026 |
| Terra Nova Asset Management LLC | History | Reduced | 5,310 | 3,172 | 2.35% | 2.25% | 1827 | -148 | -2.71% | Q1 2026 | Apr 16, 2026 |
| Boreal Capital Management LLC | History | Reduced | 5,303 | 3,168 | 2.58% | 2.59% | 1828 | -170 | -3.11% | Q1 2026 | May 14, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 5,291 | 3,161 | 0.31% | 0.32% | 1829 | +5 | 0.09% | Q1 2026 | Apr 29, 2026 |
| Englebert Financial Advisers, LLC | History | Added to | 5,283 | 3,156 | 3.59% | 2.83% | 1830 | +1,336 | 33.85% | Q1 2026 | Apr 22, 2026 |
| Sequent Planning LLC | History | Added to | 5,281 | 3,155 | 0.76% | 0.45% | 1831 | +2,466 | 87.6% | Q1 2026 | Apr 21, 2026 |
| May Hill Capital, LLC | History | Reduced | 5,270 | 3,148 | 0.79% | 0.89% | 1832 | -1 | -0.02% | Q1 2026 | May 06, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 5,265 | 3,146 | 0.92% | 1.09% | 1833 | -221 | -4.03% | Q1 2026 | Apr 30, 2026 |
| Prossimo Advisors, LLC | History | New | 5,255 | 3,140 | 19.1% | — | 1834 | +5,255 | New | Q1 2026 | Apr 29, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 5,254 | 3,139 | 0.99% | 1.02% | 1835 | -46 | -0.87% | Q1 2026 | May 12, 2026 |
| Prosperity Advisers, LLC | History | Reduced | 5,219 | 3,118 | 2.59% | 2.8% | 1836 | -185 | -3.42% | Q1 2026 | Apr 23, 2026 |
| Meredith Wealth Planning | History | Added to | 5,217 | 3,117 | 0.84% | 0.97% | 1837 | +18 | 0.35% | Q1 2026 | Apr 27, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 5,212 | 3,114 | 0.8% | 0.66% | 1838 | +866 | 19.93% | Q1 2026 | Apr 17, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 5,210 | 3,113 | 0.43% | 0.45% | 1839 | +87 | 1.7% | Q1 2026 | Apr 24, 2026 |
| CPR Investments Inc. | History | Reduced | 5,183 | 3,096 | 2.07% | 6.81% | 1840 | -10,990 | -67.95% | Q1 2026 | Apr 16, 2026 |
| Navigation Group, LLC | History | New | 5,182 | 3,096 | 0.72% | — | 1841 | +5,182 | New | Q1 2026 | May 05, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 5,180 | 3,095 | 0.16% | 0.19% | 1842 | -224 | -4.15% | Q1 2026 | Apr 27, 2026 |
| Latitude Advisors, LLC | History | Added to | 5,162 | 3,084 | 1.41% | 1.23% | 1843 | +692 | 15.48% | Q1 2026 | Apr 27, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 4,723 | 3,083 | 0.21% | 0.23% | 1844 | -288 | -5.75% | Q1 2026 | Apr 29, 2026 |
| Stonebridge Capital Advisors LLC | History | Added to | 5,146 | 3,074 | 0.22% | 0.21% | 1845 | +425 | 9.0% | Q1 2026 | May 14, 2026 |
| Summit Global Investments | History | Added to | 5,139 | 3,071 | 0.18% | 0.08% | 1846 | +2,882 | 127.69% | Q1 2026 | May 07, 2026 |
| GAMMA Investing LLC | History | Added to | 5,126 | 3,063 | 0.14% | 0.09% | 1847 | +2,401 | 88.11% | Q1 2026 | Apr 06, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 5,126 | 3,063 | 0.29% | 0.29% | 1848 | +382 | 8.05% | Q1 2026 | May 13, 2026 |
| PAX Financial Group, LLC | History | Reduced | 5,123 | 3,061 | 0.52% | 0.62% | 1849 | -645 | -11.18% | Q1 2026 | Apr 27, 2026 |
| SB Capital Management Inc | History | No change | 4,879 | 3,059 | 1.12% | 1.12% | 1850 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Goodwin Investment Advisory | History | Reduced | 5,118 | 3,058 | 3.64% | 3.74% | 1851 | -319 | -5.87% | Q1 2026 | May 12, 2026 |
| Avestar Capital, LLC | History | Reduced | 5,117 | 3,057 | 0.2% | 0.21% | 1852 | -149 | -2.83% | Q1 2026 | May 13, 2026 |
| Cheviot Value Management, LLC | History | Added to | 5,079 | 3,034 | 0.3% | 0.26% | 1853 | +939 | 22.68% | Q1 2026 | May 12, 2026 |
| Pine Ridge Advisers LLC | History | No change | 5,075 | 3,032 | 0.19% | 0.19% | 1854 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 5,072 | 3,031 | 0.0% | 0.0% | 1855 | -336 | -6.21% | Q1 2026 | May 12, 2026 |
| SRH ADVISORS, LLC | History | No change | 5,074 | 3,031 | 0.87% | 0.92% | 1856 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 5,062 | 3,024 | 0.34% | 0.31% | 1857 | +650 | 14.73% | Q1 2026 | May 01, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 5,050 | 3,017 | 1.93% | 2.03% | 1858 | -32 | -0.63% | Q1 2026 | May 14, 2026 |
| Annex Advisory Services, LLC | History | Added to | 5,036 | 3,009 | 0.06% | 0.06% | 1859 | +299 | 6.31% | Q1 2026 | Apr 16, 2026 |
| Towne Trust Company, N.A | History | Added to | 5,008 | 2,992 | 0.96% | 0.87% | 1860 | +546 | 12.24% | Q1 2026 | Apr 22, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | Reduced | 5,000 | 2,987 | 0.21% | 0.32% | 1861 | -1,300 | -20.63% | Q1 2026 | May 14, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 4,991 | 2,981 | 0.54% | 0.55% | 1862 | +304 | 6.49% | Q1 2026 | May 11, 2026 |
| Provenance Wealth Advisors, LLC | History | Added to | 4,990 | 2,981 | 0.32% | 0.34% | 1863 | +68 | 1.38% | Q1 2026 | Apr 20, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 4,968 | 2,969 | 0.38% | 0.4% | 1864 | +62 | 1.26% | Q1 2026 | Apr 16, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | Reduced | 4,957 | 2,962 | 1.77% | 2.1% | 1865 | -1,917 | -27.89% | Q1 2026 | Apr 08, 2026 |
| Chicago Capital, LLC | History | Added to | 4,952 | 2,959 | 0.08% | 0.07% | 1866 | +128 | 2.65% | Q1 2026 | Apr 23, 2026 |
| First Pacific Financial | History | Reduced | 4,942 | 2,953 | 0.38% | 0.41% | 1867 | -65 | -1.3% | Q1 2026 | Apr 23, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 4,336 | 2,939 | 0.29% | 0.35% | 1868 | +140 | 3.34% | Q1 2026 | May 12, 2026 |
| Advance Capital Management, Inc. | History | Added to | 4,917 | 2,938 | 0.11% | 0.13% | 1869 | +197 | 4.17% | Q1 2026 | Apr 29, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 4,916 | 2,937 | 0.32% | 0.28% | 1870 | +783 | 18.95% | Q1 2026 | Apr 22, 2026 |
| Values Added Financial LLC | History | Reduced | 4,905 | 2,931 | 1.23% | 1.3% | 1871 | -11 | -0.22% | Q1 2026 | Apr 20, 2026 |
| FOCUS Wealth Advisors, LLC | History | Added to | 4,902 | 2,929 | 1.43% | 1.43% | 1872 | +11 | 0.22% | Q1 2026 | Apr 08, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 4,883 | 2,918 | 0.8% | 0.82% | 1873 | -48 | -0.97% | Q1 2026 | May 04, 2026 |
| Baring Financial LLC | History | Reduced | 4,863 | 2,906 | 1.78% | 1.88% | 1874 | -62 | -1.26% | Q1 2026 | Apr 06, 2026 |
| PACK Private Wealth, LLC | History | No change | 4,859 | 2,903 | 1.33% | 1.39% | 1875 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 4,849 | 2,898 | 0.53% | 2.01% | 1876 | -12,138 | -71.45% | Q1 2026 | Apr 15, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 4,838 | 2,890 | 0.1% | 0.09% | 1877 | +1,033 | 27.15% | Q1 2026 | May 15, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 4,832 | 2,887 | 0.61% | 0.72% | 1878 | -574 | -10.62% | Q1 2026 | May 08, 2026 |
| NOVEM GROUP | History | Added to | 4,822 | 2,881 | 0.33% | 0.32% | 1879 | +392 | 8.85% | Q1 2026 | Apr 10, 2026 |
| Cloud Capital Management, LLC | History | Reduced | 4,799 | 2,867 | 1.25% | 1.42% | 1880 | -5 | -0.1% | Q1 2026 | May 12, 2026 |
| InTrack Investment Management Inc | History | Reduced | 4,792 | 2,863 | 1.63% | 1.87% | 1881 | -545 | -10.21% | Q1 2026 | Apr 06, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 4,791 | 2,862 | 1.94% | 2.24% | 1882 | -452 | -8.62% | Q1 2026 | Apr 30, 2026 |
| Palatine Hill Wealth Management, LLC | History | Added to | 4,785 | 2,859 | 2.49% | 0.32% | 1884 | +4,156 | 660.73% | Q1 2026 | May 08, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Reduced | 4,786 | 2,859 | 1.14% | 1.25% | 1883 | -173 | -3.49% | Q1 2026 | Apr 29, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Reduced | 4,784 | 2,858 | 1.24% | 1.31% | 1885 | -101 | -2.07% | Q1 2026 | Apr 30, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 4,776 | 2,853 | 0.49% | 0.66% | 1886 | +275 | 6.11% | Q1 2026 | Apr 09, 2026 |
| Arsenal Capital Advisors LLC | History | Reduced | 4,772 | 2,851 | 2.07% | 2.14% | 1887 | -61 | -1.26% | Q1 2026 | May 07, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 4,771 | 2,850 | 0.07% | 0.07% | 1888 | +583 | 13.92% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 4,765 | 2,847 | 0.0% | 0.0% | 1889 | +2,645 | 124.76% | Q1 2026 | May 15, 2026 |
| Veery Capital, LLC | History | Added to | 4,759 | 2,843 | 0.87% | 0.89% | 1890 | +135 | 2.92% | Q1 2026 | Apr 09, 2026 |
| Capasso Planning Partners LLC | History | No change | 4,522 | 2,835 | 1.55% | 1.55% | 1891 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 4,514 | 2,830 | 0.25% | 0.25% | 1892 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| E&G Advisors, LP | History | Reduced | 4,736 | 2,829 | 0.63% | 0.67% | 1893 | -16 | -0.34% | Q1 2026 | Apr 21, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 4,699 | 2,807 | 1.83% | 2.34% | 1894 | -1,280 | -21.41% | Q1 2026 | Apr 21, 2026 |
| WealthShield Partners, LLC | History | Reduced | 4,697 | 2,806 | 0.31% | 0.34% | 1895 | -201 | -4.1% | Q1 2026 | May 01, 2026 |
| DiPaolo Financial Group, Inc. | History | Added to | 4,695 | 2,805 | 2.04% | 2.4% | 1896 | +1,098 | 30.53% | Q1 2026 | Apr 23, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 4,694 | 2,804 | 1.52% | 1.56% | 1897 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Reduced | 4,691 | 2,803 | 0.79% | 1.01% | 1898 | -882 | -15.83% | Q1 2026 | Apr 30, 2026 |
| Clearview Wealth Management LLC | History | New | 4,685 | 2,799 | 1.98% | — | 1899 | +4,685 | New | Q1 2026 | May 15, 2026 |
| Clearstead Trust, LLC | History | Added to | 4,664 | 2,787 | 0.45% | 0.42% | 1900 | +360 | 8.36% | Q1 2026 | May 06, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 4,659 | 2,783 | 0.99% | 0.78% | 1901 | +1,202 | 34.77% | Q1 2026 | May 14, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 4,652 | 2,779 | 0.47% | 0.49% | 1902 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SkyOak Wealth, LLC | History | Added to | 4,650 | 2,778 | 0.51% | 0.52% | 1903 | +9 | 0.19% | Q1 2026 | Apr 30, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 4,648 | 2,777 | 0.62% | 0.62% | 1904 | +402 | 9.47% | Q1 2026 | May 21, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 4,623 | 2,762 | 1.8% | 1.68% | 1905 | +717 | 18.36% | Q1 2026 | Apr 14, 2026 |
| MYECFO, LLC | History | Reduced | 4,620 | 2,760 | 1.15% | 1.3% | 1906 | -265 | -5.42% | Q1 2026 | Apr 07, 2026 |
| Weaver Consulting Group | History | Reduced | 4,618 | 2,759 | 0.66% | 0.81% | 1907 | -665 | -12.59% | Q1 2026 | May 15, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Reduced | 4,614 | 2,757 | 1.31% | 1.16% | 1908 | -514 | -10.02% | Q1 2026 | Apr 27, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 4,588 | 2,741 | 1.05% | 1.12% | 1909 | -47 | -1.01% | Q1 2026 | May 05, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 4,583 | 2,738 | 1.77% | 1.9% | 1911 | -149 | -3.15% | Q1 2026 | May 11, 2026 |
| Tumwater Wealth Management, LLC | History | Added to | 4,583 | 2,738 | 1.1% | 1.14% | 1910 | +120 | 2.69% | Q1 2026 | Apr 20, 2026 |
| Financial Perspectives, Inc | History | Added to | 4,574 | 2,732 | 0.76% | 0.76% | 1912 | +81 | 1.8% | Q1 2026 | May 11, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Added to | 4,558 | 2,723 | 2.07% | 1.89% | 1913 | +398 | 9.57% | Q1 2026 | May 08, 2026 |
| MTM Investment Management, LLC | History | Added to | 4,554 | 2,721 | 0.86% | 0.87% | 1914 | +213 | 4.91% | Q1 2026 | May 06, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | New | 4,553 | 2,720 | 0.94% | — | 1916 | +4,553 | New | Q1 2026 | Apr 27, 2026 |
| Perkins Coie Trust Co | History | Added to | 4,553 | 2,720 | 0.52% | 0.52% | 1915 | +101 | 2.27% | Q1 2026 | Apr 15, 2026 |
| Portland Global Advisors LLC | History | Added to | 4,550 | 2,719 | 0.29% | 0.3% | 1917 | +55 | 1.22% | Q1 2026 | May 11, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 4,525 | 2,704 | 0.24% | 0.2% | 1918 | +801 | 21.51% | Q1 2026 | Apr 15, 2026 |
| CULBERTSON A N & CO INC | History | Added to | 4,524 | 2,703 | 0.35% | 0.33% | 1919 | +678 | 17.63% | Q1 2026 | May 12, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 4,519 | 2,700 | 0.42% | 0.49% | 1920 | -348 | -7.15% | Q1 2026 | Apr 23, 2026 |
| Quent Capital, LLC | History | Reduced | 4,514 | 2,697 | 0.19% | 0.23% | 1921 | -532 | -10.54% | Q1 2026 | Apr 28, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 4,503 | 2,690 | 0.24% | — | 1922 | +4,503 | New | Q1 2026 | Apr 08, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 4,492 | 2,684 | 0.42% | 0.44% | 1923 | +202 | 4.71% | Q1 2026 | May 06, 2026 |
| Diversified Enterprises, LLC | History | Added to | 4,489 | 2,682 | 0.15% | 0.16% | 1924 | +150 | 3.46% | Q1 2026 | May 14, 2026 |
| Gibson Capital, LLC | History | Reduced | 4,486 | 2,680 | 0.5% | 0.54% | 1925 | -185 | -3.96% | Q1 2026 | Apr 17, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 4,482 | 2,678 | 0.8% | 0.91% | 1926 | -153 | -3.3% | Q1 2026 | Apr 06, 2026 |
| Integrity Financial Corp /WA | History | Added to | 4,467 | 2,669 | 1.33% | 1.41% | 1927 | +16 | 0.36% | Q1 2026 | May 14, 2026 |
| Gross & Hartman Investments LLC | History | Added to | 4,463 | 2,666 | 1.39% | 1.59% | 1928 | +6 | 0.13% | Q1 2026 | May 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 4,460 | 2,665 | 1.95% | 1.5% | 1929 | +1,562 | 53.9% | Q1 2026 | Apr 27, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 4,454 | 2,661 | 0.71% | 0.73% | 1930 | +182 | 4.26% | Q1 2026 | May 12, 2026 |
| RB Capital Management, LLC | History | Reduced | 4,438 | 2,652 | 0.56% | 0.61% | 1932 | -422 | -8.68% | Q1 2026 | May 14, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Added to | 4,247 | 2,652 | 0.03% | 0.02% | 1931 | +80 | 1.92% | Q1 2026 | Apr 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 4,432 | 2,649 | 0.01% | 0.01% | 1933 | +379 | 9.35% | Q1 2026 | May 14, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 4,432 | 2,648 | 0.12% | 0.12% | 1934 | +430 | 10.74% | Q1 2026 | May 12, 2026 |
| SeaBridge Investment Advisors LLC | History | Reduced | 4,428 | 2,645 | 0.45% | 0.49% | 1935 | -295 | -6.25% | Q1 2026 | Apr 28, 2026 |
| Pine Haven Investment Counsel, Inc | History | No change | 4,420 | 2,641 | 1.94% | 1.97% | 1936 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Michels Family Financial, LLC | History | Added to | 4,418 | 2,640 | 1.9% | 1.99% | 1937 | +101 | 2.34% | Q1 2026 | Apr 24, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 4,417 | 2,639 | 0.22% | 0.23% | 1938 | -94 | -2.08% | Q1 2026 | Apr 21, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 4,403 | 2,631 | 1.42% | 1.46% | 1939 | +128 | 2.99% | Q1 2026 | May 12, 2026 |
| CX Institutional | History | Added to | 4,398 | 2,628 | 0.08% | 0.05% | 1940 | +1,764 | 66.97% | Q1 2026 | Apr 06, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 4,405 | 2,627 | 1.22% | 1.18% | 1941 | +69 | 1.59% | Q1 2026 | May 04, 2026 |
| Optimist Retirement Group LLC | History | Reduced | 4,395 | 2,626 | 1.16% | 1.29% | 1942 | -80 | -1.79% | Q1 2026 | May 11, 2026 |
| Narus Financial Partners, LLC | History | Added to | 4,392 | 2,624 | 0.69% | 0.75% | 1943 | +71 | 1.64% | Q1 2026 | Apr 21, 2026 |
| L & S Advisors Inc | History | Added to | 4,388 | 2,622 | 0.33% | 0.25% | 1944 | +32 | 0.73% | Q1 2026 | May 11, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 4,373 | 2,612 | 0.05% | 0.06% | 1945 | -562 | -11.39% | Q1 2026 | Apr 15, 2026 |
| LifeGuide Financial Advisors, LLC | History | Reduced | 4,364 | 2,607 | 0.83% | 0.91% | 1946 | -15 | -0.34% | Q1 2026 | Apr 08, 2026 |
| LifeWealth Investments, LLC | History | Added to | 4,360 | 2,605 | 0.78% | 0.86% | 1947 | +51 | 1.18% | Q1 2026 | Apr 20, 2026 |
| Forthright Family Wealth Advisory LLC | History | Added to | 5,413 | 2,602 | 1.74% | 0.96% | 1948 | +2,988 | 123.22% | Q1 2026 | May 13, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 4,350 | 2,599 | 0.53% | 0.48% | 1949 | +574 | 15.2% | Q1 2026 | Apr 24, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 4,668 | 2,598 | 1.14% | 1.63% | 1950 | -1,504 | -24.37% | Q1 2026 | May 05, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 4,342 | 2,594 | 1.01% | 0.99% | 1951 | +298 | 7.37% | Q1 2026 | Apr 21, 2026 |
| Oxbow Advisors, LLC | History | Added to | 4,335 | 2,590 | 0.22% | 0.22% | 1952 | +402 | 10.22% | Q1 2026 | Apr 27, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 4,320 | 2,581 | 0.79% | 0.88% | 1953 | +156 | 3.75% | Q1 2026 | May 05, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 4,315 | 2,578 | 0.68% | 0.7% | 1954 | +314 | 7.85% | Q1 2026 | Apr 15, 2026 |
| Curran Financial Partners, LLC | History | Reduced | 4,305 | 2,572 | 0.46% | 0.61% | 1955 | -835 | -16.25% | Q1 2026 | Apr 15, 2026 |
| Falcon Wealth Planning | History | Added to | 4,295 | 2,566 | 0.17% | 0.18% | 1956 | +836 | 24.17% | Q1 2026 | Apr 20, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 4,292 | 2,564 | 0.79% | 1.27% | 1957 | -5,169 | -54.63% | Q1 2026 | May 12, 2026 |
| Strategic Wealth Advisors LLC | History | Added to | 4,291 | 2,564 | 2.06% | 1.99% | 1958 | +577 | 15.54% | Q1 2026 | May 01, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 4,289 | 2,562 | 0.51% | 0.5% | 1959 | +346 | 8.78% | Q1 2026 | May 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 4,288 | 2,562 | 0.94% | 0.94% | 1960 | +143 | 3.45% | Q1 2026 | May 08, 2026 |
| REBALANCE, LLC | History | Added to | 4,282 | 2,558 | 0.15% | 0.16% | 1961 | +38 | 0.9% | Q1 2026 | May 11, 2026 |
| KIECKHEFER GROUP LLC | History | Added to | 4,271 | 2,552 | 1.21% | 0.72% | 1963 | +1,864 | 77.44% | Q1 2026 | Apr 21, 2026 |
| JB Capital LLC | History | Reduced | 4,272 | 2,552 | 0.1% | 0.11% | 1962 | -24 | -0.56% | Q1 2026 | Apr 27, 2026 |
| Robinhood Asset Management, LLC | History | Added to | 4,267 | 2,550 | 0.18% | 0.14% | 1964 | +1,539 | 56.41% | Q1 2026 | Apr 13, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Reduced | 4,267 | 2,549 | 1.7% | 2.31% | 1965 | -1,876 | -30.54% | Q1 2026 | Apr 16, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 4,266 | 2,548 | 0.33% | 0.36% | 1967 | +22 | 0.52% | Q1 2026 | Apr 27, 2026 |
| Glaxis Capital Management, LLC | History | No change | 4,265 | 2,548 | 3.19% | 4.58% | 1966 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MGB Wealth Management, LLC | History | No change | 4,058 | 2,546 | 0.73% | 0.73% | 1968 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 4,251 | 2,540 | 0.16% | 0.18% | 1969 | -2 | -0.05% | Q1 2026 | May 15, 2026 |
| KLCM Advisors, Inc. | History | Added to | 4,236 | 2,531 | 0.21% | 0.2% | 1970 | +447 | 11.8% | Q1 2026 | Apr 30, 2026 |
| Occidental Asset Management, LLC | History | Added to | 4,227 | 2,525 | 0.3% | 0.31% | 1972 | +78 | 1.88% | Q1 2026 | Apr 15, 2026 |
| WP Advisors, LLC | History | Added to | 4,226 | 2,525 | 0.65% | 0.65% | 1971 | +74 | 1.78% | Q1 2026 | May 04, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 4,222 | 2,522 | 0.61% | 0.86% | 1973 | -1,206 | -22.22% | Q1 2026 | May 11, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | Added to | 4,342 | 2,522 | 2.08% | 1.96% | 1974 | +172 | 4.12% | Q1 2026 | May 04, 2026 |
| Vantage Financial Partners, LLC | History | No change | 4,011 | 2,515 | 0.51% | 0.51% | 1975 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| R.H. Investment Group, LLC | History | No change | 4,048 | 2,515 | 1.94% | 2.13% | 1976 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 4,206 | 2,513 | 0.33% | 0.37% | 1977 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 4,203 | 2,511 | 0.29% | 0.32% | 1978 | -280 | -6.25% | Q1 2026 | May 06, 2026 |
| Schear Investment Advisers, LLC | History | Reduced | 4,190 | 2,503 | 1.1% | 2.35% | 1979 | -4,502 | -51.79% | Q1 2026 | Apr 28, 2026 |
| Uniting Wealth Partners, LLC | History | Added to | 4,190 | 2,503 | 0.53% | 0.73% | 1980 | +397 | 10.47% | Q1 2026 | Apr 22, 2026 |
| Realta Investment Advisors | History | Reduced | 4,184 | 2,500 | 0.87% | 1.14% | 1981 | -1,379 | -24.79% | Q1 2026 | Apr 22, 2026 |
| Heirloom Wealth Management | History | New | 4,169 | 2,491 | 0.45% | — | 1982 | +4,169 | New | Q1 2026 | Apr 14, 2026 |
| LJI Wealth Management, LLC | History | Added to | 4,164 | 2,488 | 0.4% | 0.32% | 1984 | +772 | 22.76% | Q1 2026 | May 04, 2026 |
| S&T BANK/PA | History | No change | 4,165 | 2,488 | 0.93% | 0.83% | 1983 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Capital Advantage, Inc. | History | Reduced | 4,160 | 2,485 | 0.32% | 0.35% | 1985 | -3 | -0.07% | Q1 2026 | Apr 10, 2026 |
| Seal Cove Capital, LLC | History | No change | 4,132 | 2,469 | 2.16% | 2.42% | 1986 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 4,123 | 2,463 | 0.68% | 0.67% | 1987 | +434 | 11.76% | Q1 2026 | May 05, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 4,108 | 2,455 | 0.13% | 0.08% | 1988 | +1,471 | 55.78% | Q1 2026 | May 15, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 3,915 | 2,455 | 0.27% | 0.27% | 1989 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 4,065 | 2,429 | 0.38% | 0.4% | 1990 | -8 | -0.2% | Q1 2026 | Apr 17, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 4,043 | 2,415 | 0.04% | 0.03% | 1991 | +335 | 9.03% | Q1 2026 | May 12, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 4,028 | 2,407 | 1.24% | 1.37% | 1992 | +331 | 8.95% | Q1 2026 | May 11, 2026 |
| Sandhill Capital Partners LLC | History | Reduced | 4,025 | 2,405 | 0.21% | 0.18% | 1993 | -31 | -0.76% | Q1 2026 | May 14, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Reduced | 3,868 | 2,403 | 0.56% | 0.61% | 1994 | -34 | -0.87% | Q1 2026 | Apr 10, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 4,018 | 2,400 | 0.2% | 0.21% | 1995 | -99 | -2.4% | Q1 2026 | May 06, 2026 |
| Heritage Financial Services, LLC | History | No change | 3,828 | 2,400 | 0.2% | 0.2% | 1996 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | Added to | 4,007 | 2,394 | 1.3% | 1.24% | 1997 | +315 | 8.53% | Q1 2026 | May 12, 2026 |
| Dash Acquisitions Inc. | History | Added to | 3,674 | 2,393 | 0.5% | 0.3% | 1998 | +1,419 | 62.93% | Q1 2026 | May 08, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 4,003 | 2,392 | 1.28% | 1.39% | 1999 | +35 | 0.88% | Q1 2026 | May 01, 2026 |
| Zullo Investment Group, Inc. | History | No change | 3,990 | 2,384 | 0.9% | 0.92% | 2000 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |