VANGUARD INDEX FUNDS - VOT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 2,981,930 | 767,399 | 0.05% | 0.05% | 1 | +9,766 | 0.33% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,157,636 | 555,267 | 0.04% | 0.04% | 2 | +54,788 | 2.61% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 2,141,628 | 551,147 | 1.12% | 1.26% | 3 | -76,750 | -3.46% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,674,562 | 430,948 | 0.08% | 0.08% | 4 | +59,269 | 3.67% | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 1,551,126 | 399,182 | 1.96% | 2.04% | 5 | +145,782 | 10.37% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,282,983 | 330,176 | 0.06% | 0.08% | 6 | -494,813 | -27.83% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,119,923 | 288,212 | 0.04% | 0.05% | 7 | +59,775 | 5.64% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,114,697 | 286,867 | 0.17% | 0.17% | 8 | +10,638 | 0.96% | Q1 2026 | May 08, 2026 |
| Truepoint, Inc. | History | Added to | 1,105,967 | 284,620 | 6.35% | 6.71% | 9 | +37,393 | 3.5% | Q1 2026 | May 08, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Added to | 1,042,640 | 268,323 | 2.27% | 2.21% | 10 | +58,328 | 5.93% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,036,302 | 261,556 | 0.13% | 0.15% | 11 | +153,419 | 17.38% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 900,988 | 231,869 | 0.06% | 0.07% | 12 | +24,587 | 2.81% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 871,783 | 224,353 | 0.14% | 0.16% | 13 | -30,452 | -3.38% | Q1 2026 | May 07, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 717,522 | 184,654 | 1.39% | 1.42% | 14 | +44,967 | 6.69% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 711,923 | 183,213 | 0.05% | 0.06% | 15 | +36,146 | 5.35% | Q1 2026 | May 04, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Added to | 660,319 | 169,933 | 10.83% | 8.48% | 16 | +205,546 | 45.2% | Q1 2026 | Apr 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 544,506 | 140,128 | 0.04% | 0.05% | 17 | -10,783 | -1.94% | Q1 2026 | May 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 541,051 | 139,239 | 0.54% | — | 18 | +541,051 | New | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 513,751 | 132,217 | 0.12% | 0.13% | 19 | +9,610 | 1.91% | Q1 2026 | May 12, 2026 |
| Avior Wealth Management, LLC | History | Added to | 357,505 | 91,978 | 2.61% | 3.04% | 20 | +8,348 | 2.39% | Q1 2026 | Apr 09, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 328,146 | 84,448 | 0.15% | 0.21% | 21 | -96,284 | -22.69% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 345,762 | 83,124 | 0.02% | 0.02% | 22 | -18,167 | -4.99% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 277,422 | 71,394 | 0.1% | 0.1% | 23 | -4,501 | -1.6% | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 276,854 | 71,248 | 0.1% | 0.12% | 24 | -55,772 | -16.77% | Q1 2026 | Apr 27, 2026 |
| Busey Bank | History | Added to | 272,682 | 70,174 | 1.9% | 1.77% | 25 | +31,945 | 13.27% | Q1 2026 | Apr 28, 2026 |
| FMR LLC | History | Added to | 251,952 | 64,839 | 0.0% | 0.0% | 26 | +1,701 | 0.68% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Reduced | 240,640 | 61,928 | 0.46% | 0.56% | 27 | -8,473 | -3.4% | Q1 2026 | May 15, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 219,081 | 56,380 | 1.21% | 1.33% | 28 | +3,836 | 1.78% | Q1 2026 | Apr 07, 2026 |
| McAdam, LLC | History | Added to | 208,751 | 53,722 | 2.42% | 2.6% | 29 | +5,546 | 2.73% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Reduced | 206,140 | 53,050 | 0.06% | 0.07% | 30 | -18,405 | -8.2% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 201,988 | 52,001 | 0.06% | 0.06% | 31 | +19,059 | 10.42% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 194,570 | 50,072 | 0.23% | 0.24% | 32 | +13,108 | 7.22% | Q1 2026 | Apr 24, 2026 |
| CIBC Bancorp USA Inc. | History | New | 191,261 | 49,177 | 0.07% | — | 33 | +191,261 | New | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 174,148 | 48,611 | 0.08% | 0.08% | 34 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 184,290 | 47,458 | 0.07% | 0.06% | 35 | +26,010 | 16.43% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 170,872 | 43,971 | 0.05% | 0.06% | 36 | +536 | 0.31% | Q1 2026 | May 13, 2026 |
| 1832 Asset Management L.P. | History | Added to | 167,203 | 43,029 | 0.04% | 0.03% | 37 | +14,324 | 9.37% | Q1 2026 | May 14, 2026 |
| Trust Co | History | Added to | 159,559 | 41,062 | 3.85% | 4.04% | 38 | +5,170 | 3.35% | Q1 2026 | Apr 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 163,981 | 40,934 | 0.0% | 0.0% | 39 | -1,032 | -0.63% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 155,125 | 39,921 | 0.15% | 0.16% | 40 | +11,870 | 8.29% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 154,306 | 39,710 | 0.11% | 0.11% | 41 | -7,091 | -4.39% | Q1 2026 | May 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 150,796 | 38,807 | 0.02% | 0.02% | 42 | -10,418 | -6.46% | Q1 2026 | May 12, 2026 |
| KWMG, LLC | History | Added to | 142,518 | 36,677 | 3.06% | 3.32% | 43 | +4,705 | 3.41% | Q1 2026 | Apr 09, 2026 |
| Creative Planning | History | Added to | 141,817 | 36,496 | 0.02% | 0.03% | 44 | +3,256 | 2.35% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 137,840 | 35,914 | 0.34% | 0.3% | 45 | +36,442 | 35.94% | Q1 2026 | Apr 07, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 129,031 | 33,212 | 0.33% | 0.35% | 46 | +15,375 | 13.53% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 127,826 | 32,901 | 0.03% | 0.04% | 47 | -5,747 | -4.3% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Reduced | 120,960 | 31,129 | 0.08% | 0.1% | 48 | -10,938 | -8.29% | Q1 2026 | May 14, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 113,184 | 29,127 | 0.92% | 0.99% | 49 | +4,366 | 4.01% | Q1 2026 | May 15, 2026 |
| Sharp Wealth Advisory, LLC | History | New | 112,085 | 28,845 | 14.24% | — | 50 | +112,085 | New | Q1 2026 | Apr 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 106,626 | 27,440 | 0.68% | 0.66% | 51 | +11,407 | 11.98% | Q1 2026 | Apr 29, 2026 |
| Rodgers & Associates, LTD | History | Added to | 106,271 | 27,348 | 2.78% | 2.75% | 52 | +8,986 | 9.24% | Q1 2026 | May 04, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 104,525 | 26,899 | 0.64% | 0.76% | 53 | -11,234 | -9.7% | Q1 2026 | Apr 30, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 104,402 | 26,867 | 4.74% | 4.77% | 54 | +10,854 | 11.6% | Q1 2026 | Apr 17, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 104,402 | 26,867 | 0.57% | 0.62% | 55 | -366 | -0.35% | Q1 2026 | May 07, 2026 |
| WoodTrust Financial Corp | History | Reduced | 98,569 | 25,367 | 3.27% | 3.55% | 56 | -10,509 | -9.63% | Q1 2026 | May 06, 2026 |
| BHK Investment Advisors, LLC | History | Added to | 97,828 | 25,176 | 8.41% | 8.82% | 57 | +1,674 | 1.74% | Q1 2026 | Apr 29, 2026 |
| Dakota Wealth Management | History | Added to | 97,686 | 25,139 | 0.54% | 0.46% | 58 | +5,099 | 5.51% | Q1 2026 | May 07, 2026 |
| Adventist Health System/ West | History | No change | 96,768 | 24,903 | 4.42% | 4.54% | 59 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 94,823 | 24,402 | 1.18% | 1.38% | 60 | -8,051 | -7.83% | Q1 2026 | May 04, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 92,668 | 23,848 | 0.63% | 0.57% | 61 | +12,493 | 15.58% | Q1 2026 | May 01, 2026 |
| Betterment LLC | History | Added to | 90,629 | 23,323 | 0.04% | 0.05% | 62 | +4,194 | 4.85% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 88,835 | 23,222 | 0.05% | 0.06% | 63 | -61,016 | -40.72% | Q1 2026 | Apr 08, 2026 |
| Axiom Financial Strategies, LLC | History | Added to | 89,466 | 23,023 | 8.1% | 5.91% | 64 | +39,162 | 77.85% | Q1 2026 | Apr 21, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 88,735 | 22,835 | 0.12% | 0.14% | 65 | +16,523 | 22.88% | Q1 2026 | May 15, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 84,223 | 22,829 | 4.34% | 4.6% | 66 | +1,127 | 1.36% | Q1 2026 | Apr 09, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 88,407 | 22,751 | 4.16% | 4.44% | 67 | +1,332 | 1.53% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 88,364 | 22,740 | 0.04% | 0.05% | 68 | +37,020 | 72.1% | Q1 2026 | May 01, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 85,868 | 22,098 | 0.03% | 0.03% | 69 | +3,088 | 3.73% | Q1 2026 | May 13, 2026 |
| Glenview Trust Co | History | Reduced | 84,910 | 21,851 | 0.34% | 0.46% | 70 | -21,561 | -20.25% | Q1 2026 | May 08, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 82,972 | 21,352 | 2.33% | 2.46% | 71 | -457 | -0.55% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Reduced | 80,285 | 20,623 | 0.03% | 0.03% | 72 | -8,776 | -9.85% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 64,019 | 20,132 | 0.93% | 0.15% | 73 | -81,214 | -55.92% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 77,094 | 19,840 | 0.11% | 0.12% | 74 | +1,750 | 2.32% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 76,163 | 19,600 | 0.41% | 0.41% | 75 | +10,906 | 16.71% | Q1 2026 | Apr 13, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 73,754 | 18,980 | 2.36% | 1.34% | 76 | +34,516 | 87.97% | Q1 2026 | Apr 08, 2026 |
| &PARTNERS | History | Added to | 73,021 | 18,791 | 0.09% | 0.09% | 77 | +8,652 | 13.44% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 69,727 | 17,944 | 0.0% | 0.0% | 78 | +20,918 | 42.86% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 67,409 | 17,348 | 0.04% | 0.04% | 79 | +5,998 | 9.77% | Q1 2026 | Apr 22, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 65,576 | 16,876 | 1.41% | 1.61% | 80 | -5,861 | -8.2% | Q1 2026 | May 11, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 63,850 | 16,431 | 7.76% | 4.41% | 81 | +30,859 | 93.54% | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 63,230 | 16,300 | 0.12% | 0.14% | 82 | -715 | -1.12% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 63,194 | 16,263 | 0.02% | 0.02% | 83 | +967 | 1.55% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 62,560 | 16,099 | 0.03% | 0.03% | 84 | +4,635 | 8.0% | Q1 2026 | May 14, 2026 |
| Marion Wealth Management | History | Added to | 60,378 | 15,538 | 3.44% | 3.49% | 85 | +4,720 | 8.48% | Q1 2026 | May 12, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 59,617 | 15,354 | 1.06% | 1.15% | 86 | +12,069 | 25.38% | Q1 2026 | May 18, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 57,328 | 14,753 | 0.33% | 0.35% | 87 | +494 | 0.87% | Q1 2026 | May 15, 2026 |
| Opes Wealth Management LLC | History | Added to | 56,473 | 14,533 | 2.39% | 2.52% | 88 | +1,128 | 2.04% | Q1 2026 | Apr 28, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 55,915 | 14,389 | 2.03% | 0.85% | 89 | +34,827 | 165.15% | Q1 2026 | Apr 20, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 55,806 | 14,361 | 0.11% | 0.12% | 90 | +3,326 | 6.34% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 54,919 | 14,133 | 0.04% | 0.04% | 91 | +1,680 | 3.16% | Q1 2026 | Apr 30, 2026 |
| COMMERCE BANK | History | Added to | 53,970 | 13,889 | 0.07% | 0.08% | 92 | +4,519 | 9.14% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 53,945 | 13,882 | 0.07% | 0.08% | 93 | +2,444 | 4.75% | Q1 2026 | May 08, 2026 |
| Tidal Investments LLC | History | Reduced | 53,720 | 13,824 | 0.03% | 0.04% | 94 | -11,875 | -18.1% | Q1 2026 | May 15, 2026 |
| Clayton Financial Group LLC | History | Added to | 52,570 | 13,528 | 6.95% | 7.28% | 95 | +1,446 | 2.83% | Q1 2026 | Apr 13, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 46,851 | 13,385 | 5.31% | 5.18% | 96 | -1,695 | -3.49% | Q1 2026 | Apr 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 51,579 | 13,273 | 0.04% | 0.05% | 97 | -14,245 | -21.64% | Q1 2026 | May 08, 2026 |
| Payne Capital Management, LLC | History | Added to | 50,864 | 13,089 | 3.96% | 4.37% | 98 | +1,290 | 2.6% | Q1 2026 | May 08, 2026 |
| Advisory Alpha, LLC | History | Added to | 49,979 | 12,862 | 0.35% | 0.35% | 99 | +3,492 | 7.51% | Q1 2026 | May 14, 2026 |
| Roberts Financial Services LLC | History | Reduced | 49,565 | 12,755 | 4.06% | 5.18% | 100 | -9,557 | -16.16% | Q1 2026 | Apr 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 49,552 | 12,752 | 0.08% | 0.08% | 101 | +5,019 | 11.27% | Q1 2026 | May 05, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 47,883 | 12,322 | 1.68% | 1.72% | 102 | +4,113 | 9.4% | Q1 2026 | Apr 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 46,951 | 12,082 | 0.34% | 0.34% | 103 | +400 | 0.86% | Q1 2026 | Apr 28, 2026 |
| Compton Wealth Advisory Group, LLC | History | Added to | 46,341 | 12,074 | 2.69% | 2.79% | 104 | +547 | 1.19% | Q1 2026 | Apr 14, 2026 |
| FIRST HORIZON CORP | History | Added to | 46,776 | 12,037 | 0.5% | 0.57% | 105 | +1,244 | 2.73% | Q1 2026 | Apr 30, 2026 |
| Midwest Trust Co | History | Added to | 46,473 | 11,959 | 0.15% | 0.15% | 106 | +2,189 | 4.94% | Q1 2026 | May 01, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 45,961 | 11,827 | 0.49% | 0.52% | 107 | +345 | 0.76% | Q1 2026 | Apr 21, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 45,861 | 11,802 | 0.2% | 0.15% | 108 | +13,497 | 41.7% | Q1 2026 | Apr 21, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 45,734 | 11,769 | 0.32% | 0.36% | 109 | -82 | -0.18% | Q1 2026 | May 04, 2026 |
| Cerity Partners LLC | History | Added to | 45,227 | 11,669 | 0.02% | 0.01% | 110 | +13,565 | 42.84% | Q1 2026 | May 15, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 44,635 | 11,486 | 4.06% | 4.69% | 111 | -3,034 | -6.36% | Q1 2026 | Apr 20, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Added to | 44,134 | 11,357 | 5.48% | 5.33% | 112 | +1,684 | 3.97% | Q1 2026 | May 08, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 44,070 | 11,341 | 0.97% | 0.69% | 113 | +17,461 | 65.62% | Q1 2026 | Apr 09, 2026 |
| Allworth Financial LP | History | Added to | 44,050 | 11,336 | 0.05% | 0.05% | 114 | +477 | 1.09% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 43,858 | 11,286 | 0.02% | 0.02% | 115 | -2,108 | -4.59% | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 43,411 | 11,172 | 0.41% | 0.47% | 116 | -3,496 | -7.45% | Q1 2026 | Apr 28, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 41,924 | 10,789 | 3.15% | 3.12% | 117 | +3,720 | 9.74% | Q1 2026 | May 07, 2026 |
| NewEdge Wealth, LLC | History | Added to | 41,639 | 10,715 | 0.13% | 0.11% | 118 | +5,539 | 15.34% | Q1 2026 | May 13, 2026 |
| Eagle Strategies LLC | History | Reduced | 41,344 | 10,639 | 1.27% | 2.08% | 119 | -16,932 | -29.05% | Q1 2026 | Apr 20, 2026 |
| BOKF, NA | History | Reduced | 41,222 | 10,608 | 0.16% | 0.18% | 120 | -1,360 | -3.19% | Q1 2026 | May 08, 2026 |
| Wolff Financial Management LLC | History | Added to | 41,083 | 10,572 | 2.34% | 2.55% | 121 | +422 | 1.04% | Q1 2026 | Apr 15, 2026 |
| INSPIRE TRUST CO, N.A. | History | Added to | 40,500 | 10,422 | 1.61% | 1.67% | 122 | +4,000 | 10.96% | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | Added to | 39,759 | 10,359 | 0.5% | 0.44% | 123 | +7,386 | 22.82% | Q1 2026 | Apr 27, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 39,783 | 10,238 | 7.12% | 6.93% | 124 | +4,446 | 12.58% | Q1 2026 | Apr 08, 2026 |
| COMERICA BANK | History | No change | 36,299 | 10,132 | 0.04% | 0.04% | 125 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 38,802 | 9,985 | 0.17% | 0.18% | 126 | +2,862 | 7.96% | Q1 2026 | May 04, 2026 |
| LMCG INVESTMENTS, LLC | History | Reduced | 38,687 | 9,956 | 0.59% | 0.69% | 127 | -4,303 | -10.01% | Q1 2026 | Apr 29, 2026 |
| Addison Advisors LLC | History | Added to | 38,663 | 9,949 | 2.2% | 2.34% | 128 | +1,364 | 3.66% | Q1 2026 | May 08, 2026 |
| Fusion Capital, LLC | History | Added to | 38,409 | 9,884 | 2.67% | 2.6% | 129 | +5,236 | 15.78% | Q1 2026 | May 13, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 37,873 | 9,746 | 1.16% | 1.17% | 130 | +1,713 | 4.74% | Q1 2026 | Apr 21, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 37,115 | 9,551 | 0.62% | 0.67% | 131 | +825 | 2.27% | Q1 2026 | May 07, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 36,928 | 9,503 | 1.17% | 1.2% | 132 | +1,796 | 5.11% | Q1 2026 | Apr 10, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 36,476 | 9,387 | 0.39% | 0.47% | 133 | -1,971 | -5.13% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Added to | 197,788 | 8,795 | 0.06% | 0.36% | 134 | +10,987 | 5.88% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 33,913 | 8,728 | 0.23% | 0.04% | 135 | +28,808 | 564.31% | Q1 2026 | May 14, 2026 |
| Prosperity Planning, Inc. | History | Added to | 33,365 | 8,586 | 2.18% | 2.37% | 136 | +967 | 2.98% | Q1 2026 | Apr 10, 2026 |
| Bare Financial Services, Inc | History | Added to | 33,059 | 8,507 | 2.25% | 2.39% | 137 | +2,313 | 7.52% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 32,312 | 8,315 | 0.1% | 0.11% | 138 | +242 | 0.75% | Q1 2026 | Apr 20, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 32,080 | 8,255 | 0.04% | 0.06% | 139 | -4,138 | -11.43% | Q1 2026 | May 05, 2026 |
| Redwood Investment Management, LLC | History | Added to | 31,541 | 8,117 | 1.01% | 0.81% | 140 | +5,725 | 22.18% | Q1 2026 | May 14, 2026 |
| NFSG Corp | History | Added to | 30,962 | 7,968 | 1.31% | 1.26% | 141 | +1,781 | 6.1% | Q1 2026 | May 05, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | Added to | 30,511 | 7,852 | 3.12% | 3.22% | 142 | +1,043 | 3.54% | Q1 2026 | Apr 28, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 29,980 | 7,715 | 0.08% | 0.09% | 143 | -918 | -2.97% | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 29,886 | 7,691 | 0.61% | 0.52% | 144 | +4,931 | 19.76% | Q1 2026 | Apr 23, 2026 |
| Junk Investment Group, LLC | History | New | 29,359 | 7,555 | 3.96% | — | 145 | +29,359 | New | Q1 2026 | May 08, 2026 |
| SWAN Capital LLC | History | Reduced | 29,164 | 7,505 | 2.76% | 3.47% | 146 | -2,815 | -8.8% | Q1 2026 | May 14, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 28,781 | 7,406 | 0.5% | 0.55% | 147 | +338 | 1.19% | Q1 2026 | May 12, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 28,760 | 7,401 | 0.29% | 0.31% | 148 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 28,748 | 7,398 | 2.01% | 2.03% | 149 | +2,777 | 10.69% | Q1 2026 | Apr 29, 2026 |
| STEPHENS INC /AR/ | History | Added to | 28,643 | 7,371 | 0.09% | 0.09% | 150 | +4,007 | 16.26% | Q1 2026 | Apr 28, 2026 |
| Regal Investment Advisors LLC | History | Added to | 28,451 | 7,321 | 0.42% | 0.45% | 151 | +1,605 | 5.98% | Q1 2026 | May 14, 2026 |
| Operose Advisors LLC | History | Reduced | 28,184 | 7,252 | 1.68% | 2.09% | 152 | -3,927 | -12.23% | Q1 2026 | May 12, 2026 |
| Provident Wealth Management, LLC | History | Added to | 28,123 | 7,237 | 2.19% | 2.32% | 153 | +72 | 0.26% | Q1 2026 | Apr 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 28,040 | 7,216 | 0.01% | 0.02% | 154 | -11,277 | -28.68% | Q1 2026 | May 15, 2026 |
| 360 Financial, Inc. | History | Reduced | 28,035 | 7,214 | 2.17% | 2.37% | 155 | -88 | -0.31% | Q1 2026 | May 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 27,810 | 7,156 | 0.0% | 0.0% | 156 | -1,532 | -5.22% | Q1 2026 | May 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 27,555 | 7,091 | 0.29% | 0.31% | 157 | +602 | 2.23% | Q1 2026 | May 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 27,467 | 7,068 | 0.19% | 0.21% | 158 | -1,939 | -6.59% | Q1 2026 | Apr 13, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 27,422 | 7,057 | 0.47% | 0.16% | 159 | +18,931 | 222.95% | Q1 2026 | May 12, 2026 |
| Ascent Group, LLC | History | Reduced | 26,798 | 6,896 | 0.24% | 0.26% | 160 | -624 | -2.28% | Q1 2026 | May 15, 2026 |
| JMG Financial Group, Ltd. | History | No change | 26,029 | 6,698 | 0.18% | 0.2% | 161 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 25,969 | 6,683 | 0.57% | 0.68% | 162 | -3,140 | -10.79% | Q1 2026 | May 15, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 25,543 | 6,573 | 0.19% | 0.23% | 163 | -1,355 | -5.04% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 25,396 | 6,535 | 0.42% | 0.45% | 164 | +623 | 2.51% | Q1 2026 | Apr 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 25,323 | 6,516 | 0.01% | 0.01% | 165 | -1,771 | -6.54% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 24,965 | 6,424 | 0.07% | 0.08% | 166 | +248 | 1.0% | Q1 2026 | Apr 20, 2026 |
| Aufman Associates Inc | History | Added to | 24,677 | 6,350 | 3.12% | 3.52% | 167 | +40 | 0.16% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 24,480 | 6,299 | 0.09% | 0.09% | 168 | +1,602 | 7.0% | Q1 2026 | May 12, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 24,393 | 6,277 | 2.73% | 2.54% | 169 | +3,431 | 16.37% | Q1 2026 | Apr 16, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 24,128 | 6,209 | 0.0% | 0.0% | 170 | -2,476 | -9.31% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 23,952 | 6,164 | 0.0% | 0.0% | 171 | -28 | -0.12% | Q1 2026 | May 14, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 23,853 | 6,137 | 0.81% | 0.83% | 172 | +4,749 | 24.86% | Q1 2026 | Apr 08, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 23,635 | 6,082 | 0.32% | 0.6% | 173 | -19,508 | -45.22% | Q1 2026 | Apr 13, 2026 |
| KIECKHEFER GROUP LLC | History | No change | 23,527 | 6,054 | 2.86% | 3.12% | 174 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 23,451 | 6,035 | 1.23% | 1.29% | 175 | +98 | 0.42% | Q1 2026 | Apr 15, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 22,965 | 5,910 | 0.32% | 0.4% | 176 | -1,869 | -7.53% | Q1 2026 | May 11, 2026 |
| HB Wealth Management, LLC | History | Reduced | 22,668 | 5,833 | 0.04% | 0.04% | 177 | -1,225 | -5.13% | Q1 2026 | Apr 27, 2026 |
| Zeit Capital LLC | History | Added to | 22,339 | 5,748 | 3.85% | 4.13% | 178 | +404 | 1.84% | Q1 2026 | May 05, 2026 |
| HFG Advisors, Inc. | History | Added to | 22,292 | 5,736 | 4.04% | 4.34% | 179 | +838 | 3.91% | Q1 2026 | May 08, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 21,917 | 5,640 | 1.78% | 1.9% | 180 | -50 | -0.23% | Q1 2026 | Apr 16, 2026 |
| Merit Financial Group, LLC | History | Reduced | 21,662 | 5,574 | 0.04% | 0.05% | 181 | -407 | -1.84% | Q1 2026 | Apr 15, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 21,654 | 5,572 | 0.57% | 0.59% | 182 | +2,347 | 12.16% | Q1 2026 | Apr 30, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 21,521 | 5,538 | 1.8% | 1.65% | 183 | +3,013 | 16.28% | Q1 2026 | Apr 21, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 21,101 | 5,430 | 0.21% | 0.21% | 184 | +316 | 1.52% | Q1 2026 | May 11, 2026 |
| Arch Global Advisors, LLC | History | New | 21,064 | 5,420 | 2.83% | — | 185 | +21,064 | New | Q1 2026 | Apr 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 20,967 | 5,395 | 0.1% | 0.1% | 186 | +1,890 | 9.91% | Q1 2026 | Apr 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 20,689 | 5,324 | 0.13% | 0.12% | 188 | +2,445 | 13.4% | Q1 2026 | May 11, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 20,690 | 5,324 | 2.69% | 2.83% | 187 | +555 | 2.76% | Q1 2026 | Apr 15, 2026 |
| Asset Management Group, Inc. | History | Added to | 20,577 | 5,295 | 0.86% | 0.93% | 189 | +39 | 0.19% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 20,532 | 5,283 | 0.06% | 0.03% | 190 | +11,116 | 118.05% | Q1 2026 | Apr 16, 2026 |
| Waterford Advisors, LLC | History | Reduced | 22,862 | 5,242 | 1.66% | 2.26% | 191 | -124 | -0.54% | Q1 2026 | May 15, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 20,113 | 5,176 | 0.98% | 0.99% | 192 | -836 | -3.99% | Q1 2026 | May 20, 2026 |
| May Barnhard Investments LLC | History | Added to | 20,068 | 5,164 | 2.51% | 2.62% | 193 | +219 | 1.1% | Q1 2026 | May 13, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 19,896 | 5,120 | 0.33% | 0.4% | 194 | -2,654 | -11.77% | Q1 2026 | May 14, 2026 |
| CENTRAL TRUST Co | History | Reduced | 19,827 | 5,102 | 0.1% | 0.11% | 195 | -529 | -2.6% | Q1 2026 | Apr 17, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 19,190 | 4,938 | 0.6% | 0.67% | 196 | +187 | 0.98% | Q1 2026 | Apr 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 19,125 | 4,922 | 0.04% | 0.06% | 197 | -5,227 | -21.46% | Q1 2026 | Apr 07, 2026 |
| Talon Private Wealth, LLC | History | New | 18,889 | 4,861 | 0.65% | — | 198 | +18,889 | New | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 18,638 | 4,796 | 0.08% | 0.09% | 199 | +534 | 2.95% | Q1 2026 | May 04, 2026 |
| NWAM LLC | History | Added to | 18,604 | 4,787 | 0.28% | 0.28% | 200 | +797 | 4.48% | Q1 2026 | May 04, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 18,172 | 4,676 | 0.93% | 1.09% | 201 | +1,433 | 8.56% | Q1 2026 | May 11, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 18,037 | 4,641 | 0.21% | 0.23% | 202 | -338 | -1.84% | Q1 2026 | May 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 17,728 | 4,562 | 0.2% | 0.22% | 203 | +355 | 2.04% | Q1 2026 | May 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 17,710 | 4,557 | 0.06% | 0.07% | 204 | -2,148 | -10.82% | Q1 2026 | May 01, 2026 |
| Goepper Burkhardt LLC | History | Reduced | 17,595 | 4,528 | 1.51% | 1.79% | 205 | -2,140 | -10.84% | Q1 2026 | May 13, 2026 |
| Baring Financial LLC | History | Added to | 17,509 | 4,505 | 2.76% | 2.89% | 206 | +513 | 3.02% | Q1 2026 | Apr 06, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 17,271 | 4,444 | 0.04% | 0.06% | 207 | -1,968 | -10.23% | Q1 2026 | Apr 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 17,063 | 4,391 | 0.0% | 0.0% | 208 | +3,871 | 29.34% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 16,842 | 4,334 | 0.17% | 0.25% | 209 | -7,145 | -29.79% | Q1 2026 | May 12, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 16,649 | 4,284 | 0.32% | 0.37% | 210 | +295 | 1.8% | Q1 2026 | Apr 30, 2026 |
| Caprock Group, LLC | History | Reduced | 16,476 | 4,240 | 0.1% | 0.11% | 211 | -1,917 | -10.42% | Q1 2026 | May 11, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 16,432 | 4,228 | 0.26% | 0.41% | 212 | -596,198 | -97.32% | Q1 2026 | May 12, 2026 |
| Sagace Wealth Management LLC | History | Added to | 16,320 | 4,199 | 2.81% | 3.03% | 213 | +295 | 1.84% | Q1 2026 | Apr 29, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 16,249 | 4,181 | 0.01% | 0.01% | 214 | +580 | 3.7% | Q1 2026 | May 14, 2026 |
| CX Institutional | History | Reduced | 16,223 | 4,175 | 0.13% | 0.25% | 215 | -13,840 | -46.04% | Q1 2026 | Apr 06, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 16,165 | 4,160 | 0.32% | 0.36% | 216 | -83 | -0.51% | Q1 2026 | May 07, 2026 |
| Keel Point, LLC | History | No change | 14,694 | 4,101 | 0.25% | 0.25% | 217 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 15,654 | 4,028 | 0.01% | 0.01% | 218 | +5,017 | 47.17% | Q1 2026 | May 15, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | New | 15,532 | 3,997 | 0.17% | — | 219 | +15,532 | New | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Added to | 15,302 | 3,937 | 0.02% | 0.02% | 220 | +29 | 0.19% | Q1 2026 | May 04, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 14,884 | 3,830 | 1.5% | 1.55% | 222 | +1,215 | 8.89% | Q1 2026 | May 14, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 14,886 | 3,830 | 2.64% | 2.69% | 221 | -154 | -1.02% | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 14,814 | 3,812 | 0.06% | 0.06% | 223 | +4,834 | 48.44% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 14,739 | 3,793 | 0.08% | 0.08% | 224 | +561 | 3.96% | Q1 2026 | May 01, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 14,721 | 3,788 | 0.07% | 0.08% | 225 | +671 | 4.78% | Q1 2026 | May 11, 2026 |
| KINTRA WEALTH, LLC | History | New | 14,666 | 3,774 | 0.27% | — | 226 | +14,666 | New | Q1 2026 | May 15, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 14,641 | 3,767 | 1.0% | 1.09% | 227 | -515 | -3.4% | Q1 2026 | Apr 22, 2026 |
| Horizon Investments, LLC | History | Added to | 14,342 | 3,690 | 0.04% | 0.02% | 228 | +7,496 | 109.49% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Reduced | 14,426 | 3,680 | 0.1% | 0.13% | 229 | -2,001 | -12.18% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 14,289 | 3,677 | 0.01% | 0.02% | 230 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Krilogy Financial LLC | History | Reduced | 13,157 | 3,662 | 0.12% | 0.13% | 231 | -122 | -0.92% | Q1 2026 | Apr 17, 2026 |
| Summit Financial, LLC | History | Added to | 14,194 | 3,652 | 0.05% | 0.0% | 232 | +12,980 | 1069.19% | Q1 2026 | May 15, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 14,117 | 3,633 | 0.8% | 0.94% | 233 | -951 | -6.31% | Q1 2026 | Apr 27, 2026 |
| Cohen Klingenstein LLC | History | Added to | 13,856 | 3,565 | 0.12% | 0.12% | 234 | +71 | 0.52% | Q1 2026 | Apr 15, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 13,768 | 3,560 | 0.13% | 0.14% | 235 | +10,611 | 336.11% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 13,835 | 3,560 | 0.07% | 0.07% | 236 | +1,144 | 9.01% | Q1 2026 | Apr 14, 2026 |
| CITIGROUP INC | History | Added to | 13,769 | 3,543 | 0.0% | 0.0% | 237 | +2,617 | 23.47% | Q1 2026 | May 11, 2026 |
| Berman McAleer LLC | History | Reduced | 13,644 | 3,511 | 0.48% | 0.53% | 239 | -190 | -1.37% | Q1 2026 | Apr 17, 2026 |
| Wedmont Private Capital | History | Added to | 12,953 | 3,511 | 0.11% | 0.13% | 238 | +108 | 0.84% | Q1 2026 | Apr 09, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | Added to | 13,534 | 3,483 | 1.89% | 2.05% | 240 | +14 | 0.1% | Q1 2026 | May 07, 2026 |
| MSH Capital Advisors LLC | History | Added to | 13,376 | 3,442 | 0.73% | 0.77% | 241 | +485 | 3.76% | Q1 2026 | May 08, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 13,213 | 3,400 | 0.47% | 0.49% | 242 | +513 | 4.04% | Q1 2026 | May 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 11,852 | 3,372 | 0.26% | 0.27% | 243 | +554 | 4.9% | Q1 2026 | May 01, 2026 |
| rebel Financial LLC | History | Reduced | 13,039 | 3,355 | 1.45% | 1.58% | 244 | -221 | -1.67% | Q1 2026 | Apr 24, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 12,971 | 3,337 | 0.19% | 0.24% | 245 | -828 | -6.0% | Q1 2026 | Apr 23, 2026 |
| Bravera Wealth | History | Added to | 12,913 | 3,323 | 1.5% | 1.54% | 246 | +1,880 | 17.04% | Q1 2026 | Apr 22, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 12,880 | 3,314 | 0.1% | — | 247 | +12,880 | New | Q1 2026 | Apr 16, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 12,857 | 3,308 | 1.11% | 1.21% | 248 | -262 | -2.0% | Q1 2026 | Apr 14, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 11,558 | 3,275 | 0.07% | 0.08% | 249 | -97 | -0.83% | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 12,548 | 3,229 | 0.03% | 0.04% | 250 | +1,475 | 13.32% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 12,540 | 3,227 | 0.0% | 0.0% | 251 | +1,516 | 13.75% | Q1 2026 | May 05, 2026 |
| Wealthfront Advisers LLC | History | Added to | 12,512 | 3,219 | 0.01% | 0.01% | 252 | +1,882 | 17.7% | Q1 2026 | May 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 12,404 | 3,192 | 0.03% | 0.04% | 253 | +12 | 0.1% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 11,294 | 3,152 | 0.11% | 0.11% | 254 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Added to | 12,232 | 3,147 | 0.03% | 0.04% | 255 | +554 | 4.74% | Q1 2026 | May 06, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 12,170 | 3,131 | 0.2% | 0.23% | 256 | -627 | -4.9% | Q1 2026 | May 06, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 12,132 | 3,122 | 0.35% | 0.39% | 257 | -231 | -1.87% | Q1 2026 | May 05, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 12,129 | 3,121 | 0.49% | 0.53% | 258 | +74 | 0.61% | Q1 2026 | Apr 29, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Reduced | 12,091 | 3,111 | 0.3% | 0.33% | 259 | -164 | -1.34% | Q1 2026 | Apr 09, 2026 |
| STEPH & CO | History | Reduced | 11,957 | 3,077 | 0.88% | 1.03% | 260 | -859 | -6.7% | Q1 2026 | Apr 17, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 11,934 | 3,071 | 0.7% | 0.72% | 261 | +401 | 3.48% | Q1 2026 | Apr 15, 2026 |
| PFG Advisors | History | Added to | 11,849 | 3,049 | 0.15% | 0.14% | 262 | +1,295 | 12.27% | Q1 2026 | May 05, 2026 |
| CHOREO, LLC | History | Added to | 11,543 | 2,970 | 0.04% | 0.04% | 263 | +1,626 | 16.4% | Q1 2026 | May 12, 2026 |
| Strategic Wealth Advisors LLC | History | Added to | 11,366 | 2,925 | 2.35% | 2.6% | 264 | +467 | 4.28% | Q1 2026 | May 01, 2026 |
| Atria Investments, Inc | History | Reduced | 11,331 | 2,916 | 0.03% | 0.05% | 265 | -4,322 | -27.61% | Q1 2026 | May 05, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 11,302 | 2,908 | 0.86% | 0.95% | 266 | +7 | 0.06% | Q1 2026 | May 06, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 11,247 | 2,894 | 2.01% | 3.63% | 267 | -7,246 | -39.18% | Q1 2026 | May 12, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 11,241 | 2,892 | 1.41% | 1.6% | 268 | -258 | -2.24% | Q1 2026 | May 05, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 11,213 | 2,885 | 0.05% | 0.05% | 269 | +1 | 0.01% | Q1 2026 | May 05, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 11,201 | 2,882 | 1.73% | 1.88% | 270 | +474 | 4.42% | Q1 2026 | Apr 27, 2026 |
| Prospera Financial Services Inc | History | Added to | 11,124 | 2,863 | 0.05% | 0.05% | 271 | +766 | 7.4% | Q1 2026 | Apr 14, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 10,965 | 2,821 | 0.18% | 0.19% | 272 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 10,711 | 2,756 | 0.02% | 0.02% | 273 | +276 | 2.64% | Q1 2026 | May 05, 2026 |
| Tower View Wealth Management LLC | History | Added to | 10,642 | 2,738 | 1.41% | 1.44% | 274 | +226 | 2.17% | Q1 2026 | Apr 20, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 10,156 | 2,736 | 0.15% | 0.16% | 275 | +545 | 5.67% | Q1 2026 | Apr 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 10,600 | 2,727 | 0.0% | — | 276 | +10,600 | New | Q1 2026 | May 15, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 10,540 | 2,712 | 0.38% | 0.76% | 277 | +509 | 5.07% | Q1 2026 | May 12, 2026 |
| Ballentine Partners, LLC | History | Reduced | 10,380 | 2,671 | 0.04% | 0.04% | 278 | -870 | -7.73% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 10,344 | 2,662 | 0.68% | 0.57% | 279 | +2,744 | 36.11% | Q1 2026 | Apr 29, 2026 |
| World Investment Advisors | History | Reduced | 10,334 | 2,659 | 0.04% | 0.05% | 280 | -551 | -5.06% | Q1 2026 | Apr 27, 2026 |
| Visionary Wealth Advisors | History | Added to | 10,270 | 2,642 | 0.12% | 0.12% | 281 | +900 | 9.61% | Q1 2026 | May 13, 2026 |
| WealthShield Partners, LLC | History | Reduced | 10,029 | 2,578 | 0.29% | 0.31% | 282 | -66 | -0.65% | Q1 2026 | May 01, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 9,922 | 2,553 | 0.07% | 0.03% | 283 | +5,576 | 128.3% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 9,917 | 2,552 | 0.29% | 0.32% | 284 | -207 | -2.04% | Q1 2026 | Apr 16, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 9,915 | 2,551 | 0.04% | 0.05% | 285 | -606 | -5.76% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 9,884 | 2,543 | 0.01% | 0.01% | 286 | +721 | 7.87% | Q1 2026 | May 13, 2026 |
| Net Worth Advisory Group | History | Added to | 9,853 | 2,535 | 0.53% | 0.37% | 287 | +3,251 | 49.24% | Q1 2026 | May 05, 2026 |
| Gateway Wealth Partners, LLC | History | New | 9,775 | 2,515 | 0.1% | — | 289 | +9,775 | New | Q1 2026 | May 15, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 9,776 | 2,515 | 0.31% | 0.46% | 288 | -3,445 | -26.06% | Q1 2026 | Apr 27, 2026 |
| Sigma Planning Corp | History | Added to | 9,753 | 2,509 | 0.07% | 0.05% | 290 | +3,013 | 44.7% | Q1 2026 | May 04, 2026 |
| Lionshead Wealth Management, LLC | History | Added to | 9,706 | 2,497 | 1.84% | 1.85% | 291 | +878 | 9.95% | Q1 2026 | May 11, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 9,669 | 2,488 | 0.01% | 0.02% | 292 | -680 | -6.57% | Q1 2026 | Apr 15, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 9,622 | 2,476 | 0.89% | 1.01% | 293 | -407 | -4.06% | Q1 2026 | May 14, 2026 |
| Auxano Advisors, LLC | History | Added to | 9,565 | 2,461 | 0.49% | 0.06% | 294 | +8,460 | 765.61% | Q1 2026 | May 01, 2026 |
| CHILTON INVESTMENT CO INC. | History | New | 9,503 | 2,445 | 0.06% | — | 297 | +9,503 | New | Q1 2026 | May 15, 2026 |
| LeConte Wealth Management, LLC | History | Added to | 9,504 | 2,445 | 1.58% | 0.14% | 296 | +8,711 | 1098.49% | Q1 2026 | May 12, 2026 |
| VANGUARD GROUP INC | History | No change | 8,760 | 2,445 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 9,480 | 2,439 | 0.07% | 0.08% | 298 | +14 | 0.15% | Q1 2026 | May 13, 2026 |
| Intergy Private Wealth, LLC | History | No change | 9,481 | 2,439 | 0.72% | 0.8% | 299 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 9,471 | 2,437 | 1.62% | 1.68% | 300 | +3 | 0.03% | Q1 2026 | Apr 21, 2026 |
| Arkadios Wealth Advisors | History | Added to | 9,419 | 2,424 | 0.04% | 0.04% | 301 | +2,336 | 32.98% | Q1 2026 | May 18, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 9,404 | 2,420 | 0.15% | 0.15% | 302 | +945 | 11.17% | Q1 2026 | Apr 13, 2026 |
| CJM Wealth Advisers, Ltd. | History | Reduced | 9,307 | 2,395 | 0.73% | 0.8% | 303 | -310 | -3.22% | Q1 2026 | Apr 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 9,141 | 2,352 | 0.01% | 0.02% | 304 | +1 | 0.01% | Q1 2026 | May 15, 2026 |
| Magnus Financial Group LLC | History | Added to | 9,109 | 2,344 | 0.19% | 0.19% | 305 | +2 | 0.02% | Q1 2026 | Apr 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 9,062 | 2,332 | 0.0% | 0.0% | 306 | +6,873 | 313.98% | Q1 2026 | May 13, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 9,045 | 2,327 | 0.01% | 0.02% | 307 | -3,738 | -29.24% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 9,021 | 2,321 | 0.03% | 0.03% | 308 | -346 | -3.69% | Q1 2026 | Apr 28, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 8,963 | 2,306 | 0.23% | 0.27% | 309 | -1,070 | -10.66% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 8,929 | 2,297 | 0.03% | 0.04% | 310 | +48 | 0.54% | Q1 2026 | May 15, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 8,891 | 2,288 | 0.12% | 0.15% | 311 | -1,836 | -17.12% | Q1 2026 | May 04, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 8,180 | 2,283 | 0.17% | 0.17% | 312 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 8,850 | 2,277 | 0.01% | 0.0% | 313 | +5,398 | 156.37% | Q1 2026 | May 15, 2026 |
| Linscomb Wealth, Inc. | History | New | 8,834 | 2,273 | 0.1% | — | 314 | +8,834 | New | Q1 2026 | May 11, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 8,815 | 2,268 | 0.24% | 0.21% | 315 | +1,812 | 25.87% | Q1 2026 | May 13, 2026 |
| Cooksen Wealth, LLC | History | Reduced | 8,804 | 2,265 | 1.65% | 1.81% | 316 | -73 | -0.82% | Q1 2026 | Apr 30, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 8,775 | 2,258 | 0.09% | 0.09% | 317 | +293 | 3.45% | Q1 2026 | May 14, 2026 |
| KPP Advisory Services LLC | History | Reduced | 8,521 | 2,192 | 0.32% | 0.42% | 318 | -1,856 | -17.89% | Q1 2026 | Apr 24, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 8,455 | 2,175 | 0.52% | 0.58% | 319 | +508 | 6.39% | Q1 2026 | Apr 24, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 8,433 | 2,170 | 0.23% | 0.24% | 320 | -59 | -0.69% | Q1 2026 | Apr 21, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Added to | 8,429 | 2,169 | 0.81% | 0.83% | 321 | +180 | 2.18% | Q1 2026 | May 18, 2026 |
| Global Retirement Partners, LLC | History | No change | 7,762 | 2,166 | 0.04% | 0.04% | 322 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 8,336 | 2,145 | 1.17% | 1.34% | 323 | -466 | -5.29% | Q1 2026 | Apr 21, 2026 |
| ERn Financial, LLC | History | Reduced | 8,289 | 2,133 | 0.4% | 0.44% | 324 | -179 | -2.11% | Q1 2026 | Apr 24, 2026 |
| Maridea Wealth Management LLC | History | Added to | 8,223 | 2,116 | 0.31% | 0.29% | 325 | +1,229 | 17.57% | Q1 2026 | Apr 21, 2026 |
| Kassira Wealth Management LLC | History | Reduced | 8,114 | 2,088 | 1.92% | 2.18% | 326 | -102 | -1.24% | Q1 2026 | Apr 30, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 8,080 | 2,079 | 0.4% | 0.35% | 327 | -300 | -3.58% | Q1 2026 | May 11, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 7,926 | 2,049 | 0.07% | 0.2% | 328 | -12,883 | -61.91% | Q1 2026 | May 06, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 7,933 | 2,041 | 0.34% | 0.38% | 329 | -154 | -1.9% | Q1 2026 | Apr 21, 2026 |
| OneAscent Financial Services LLC | History | Added to | 7,910 | 2,035 | 0.11% | 0.18% | 330 | +1,048 | 15.27% | Q1 2026 | Apr 21, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 7,895 | 2,031 | 0.1% | 0.11% | 331 | -20 | -0.25% | Q1 2026 | May 07, 2026 |
| TSFG, LLC | History | Reduced | 7,875 | 2,027 | 0.31% | 0.36% | 332 | -674 | -7.88% | Q1 2026 | Apr 27, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 7,849 | 2,020 | 0.18% | — | 333 | +7,849 | New | Q1 2026 | May 06, 2026 |
| BlackRock, Inc. | History | Added to | 7,807 | 2,009 | 0.0% | 0.0% | 334 | +3,918 | 100.75% | Q1 2026 | May 13, 2026 |
| Americana Partners, LLC | History | No change | 7,755 | 1,995 | 0.05% | 0.06% | 335 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ProVise Management Group, LLC | History | No change | 7,705 | 1,982 | 0.14% | 0.15% | 336 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 7,644 | 1,967 | 0.0% | 0.0% | 337 | -766 | -9.11% | Q1 2026 | May 01, 2026 |
| Causey Wealth LLC | History | Reduced | 7,633 | 1,964 | 0.83% | 1.1% | 338 | -427 | -5.3% | Q1 2026 | May 12, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 7,611 | 1,958 | 0.06% | 0.07% | 339 | -61 | -0.8% | Q1 2026 | Apr 22, 2026 |
| FineMark National Bank & Trust | History | No change | 6,923 | 1,932 | 0.06% | 0.06% | 340 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 7,402 | 1,904 | 0.0% | 0.0% | 341 | +676 | 10.05% | Q1 2026 | May 12, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 7,399 | 1,904 | 1.09% | 1.15% | 342 | +95 | 1.3% | Q1 2026 | May 13, 2026 |
| STUART INVESTMENT ADVISORS, INC. | History | Reduced | 7,381 | 1,899 | 0.83% | 1.88% | 343 | -80 | -1.07% | Q1 2026 | Apr 21, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 7,372 | 1,897 | 0.12% | 0.15% | 344 | -3,915 | -34.69% | Q1 2026 | Apr 28, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 7,331 | 1,886 | 0.28% | 0.27% | 346 | +333 | 4.76% | Q1 2026 | Apr 24, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 7,329 | 1,886 | 0.7% | 0.81% | 345 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Reduced | 7,285 | 1,874 | 1.15% | 1.35% | 347 | -2 | -0.03% | Q1 2026 | May 04, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 6,700 | 1,870 | 0.12% | 0.12% | 348 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 7,242 | 1,864 | 0.06% | 0.07% | 349 | -73 | -1.0% | Q1 2026 | May 14, 2026 |
| Simmons Bank | History | Reduced | 7,240 | 1,863 | 0.12% | 0.14% | 350 | -181 | -2.44% | Q1 2026 | Apr 23, 2026 |
| Colonial Trust Co / SC | History | Reduced | 7,231 | 1,860 | 0.25% | 0.28% | 351 | -341 | -4.5% | Q1 2026 | May 12, 2026 |
| NBT BANK N A /NY | History | Reduced | 7,191 | 1,850 | 0.12% | 0.13% | 352 | -294 | -3.93% | Q1 2026 | Apr 28, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 7,173 | 1,845 | 0.13% | 0.15% | 353 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Fee-Only Financial Planning, L.C. | History | No change | 7,063 | 1,817 | 1.1% | 1.15% | 354 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| First PREMIER Bank | History | Added to | 6,989 | 1,798 | 0.42% | 0.37% | 355 | +1,265 | 22.1% | Q1 2026 | Apr 20, 2026 |
| Indivisible Partners | History | Reduced | 6,957 | 1,790 | 0.16% | 0.21% | 356 | -93 | -1.32% | Q1 2026 | Apr 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 6,909 | 1,778 | 0.05% | 0.04% | 357 | +3,293 | 91.07% | Q1 2026 | May 15, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 6,860 | 1,765 | 0.66% | 0.77% | 358 | -826 | -10.75% | Q1 2026 | May 08, 2026 |
| UMB Bank, n.a. | History | Reduced | 6,858 | 1,764 | 0.02% | 0.04% | 359 | -2,720 | -28.4% | Q1 2026 | May 11, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 6,852 | 1,763 | 0.14% | 0.15% | 360 | +28 | 0.41% | Q1 2026 | Apr 06, 2026 |
| Jacobs Equity LLC | History | Reduced | 6,003 | 1,761 | 1.58% | 1.63% | 361 | -77 | -1.27% | Q1 2026 | May 14, 2026 |
| Oxinas Partners, LLC | History | Added to | 6,758 | 1,739 | 0.79% | 0.48% | 362 | +3,213 | 90.63% | Q1 2026 | Apr 10, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 6,756 | 1,738 | 0.23% | 0.28% | 363 | -160 | -2.31% | Q1 2026 | Apr 28, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 6,700 | 1,724 | 0.27% | 0.29% | 364 | +284 | 4.43% | Q1 2026 | May 06, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 6,148 | 1,716 | 0.19% | 0.19% | 365 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Generations Wealth, LLC | History | Added to | 6,661 | 1,714 | 1.66% | 1.61% | 367 | +1,039 | 18.48% | Q1 2026 | May 05, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 6,661 | 1,714 | 0.06% | 0.06% | 366 | +496 | 8.05% | Q1 2026 | Apr 17, 2026 |
| TFB Advisors LLC | History | Reduced | 6,640 | 1,708 | 0.89% | 1.0% | 368 | -6,207 | -48.31% | Q1 2026 | Apr 20, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 6,592 | 1,696 | 0.02% | 0.01% | 369 | +1,228 | 22.89% | Q1 2026 | May 08, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 6,056 | 1,690 | 0.13% | 0.13% | 370 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 6,473 | 1,665 | 0.03% | 0.06% | 371 | -6,313 | -49.37% | Q1 2026 | Apr 22, 2026 |
| VANGUARD ADVISERS INC | History | New | 6,418 | 1,651 | 0.01% | — | 372 | +6,418 | New | Q1 2026 | May 08, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 6,393 | 1,645 | 0.21% | 0.21% | 373 | +509 | 8.65% | Q1 2026 | May 14, 2026 |
| Envision Financial Planning, LLC | History | Added to | 6,350 | 1,634 | 0.59% | 0.67% | 374 | +2 | 0.03% | Q1 2026 | May 15, 2026 |
| Community Financial Services Group, LLC | History | Added to | 6,231 | 1,623 | 0.29% | 0.29% | 375 | +643 | 11.51% | Q1 2026 | Apr 08, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 6,301 | 1,621 | 1.15% | 1.31% | 376 | +1 | 0.02% | Q1 2026 | May 19, 2026 |
| WAYSTONE ADVISORS LLC | History | Reduced | 6,292 | 1,619 | 1.45% | 1.55% | 377 | -190 | -2.93% | Q1 2026 | Apr 16, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 6,285 | 1,617 | 0.21% | 0.24% | 378 | +145 | 2.36% | Q1 2026 | Apr 15, 2026 |
| CITY HOLDING CO | History | Added to | 6,248 | 1,607 | 0.2% | 0.21% | 379 | +195 | 3.22% | Q1 2026 | Apr 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 6,181 | 1,590 | 0.05% | 0.04% | 380 | +2,000 | 47.84% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 6,166 | 1,586 | 0.01% | 0.01% | 381 | -8 | -0.13% | Q1 2026 | Apr 30, 2026 |
| Cordoba Advisory Partners LLC | History | Reduced | 6,182 | 1,582 | 0.44% | 1.0% | 382 | -8,321 | -57.37% | Q1 2026 | Apr 28, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 6,128 | 1,576 | 0.27% | 0.3% | 383 | +21 | 0.34% | Q1 2026 | Apr 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 6,061 | 1,559 | 0.1% | 0.17% | 384 | -3,765 | -38.32% | Q1 2026 | May 05, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 6,058 | 1,558 | 1.14% | 1.32% | 385 | -294 | -4.63% | Q1 2026 | Apr 02, 2026 |
| Argent Trust Co | History | Reduced | 6,005 | 1,545 | 0.05% | 0.06% | 386 | -20 | -0.33% | Q1 2026 | May 13, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 5,997 | 1,543 | 1.0% | 0.91% | 387 | +1,262 | 26.65% | Q1 2026 | Apr 14, 2026 |
| Family Manage LLC | History | Reduced | 5,978 | 1,538 | 0.18% | 0.21% | 388 | -30 | -0.5% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 5,902 | 1,518 | 0.01% | 0.01% | 389 | +223 | 3.93% | Q1 2026 | May 13, 2026 |
| Genesis Financial Group, LLC | History | Added to | 5,813 | 1,495 | 0.94% | 0.89% | 390 | +326 | 5.94% | Q1 2026 | May 18, 2026 |
| Mainstream Capital Management LLC | History | Reduced | 5,780 | 1,487 | 1.0% | 1.06% | 391 | -37 | -0.64% | Q1 2026 | Apr 17, 2026 |
| Hilltop National Bank | History | Added to | 5,767 | 1,484 | 0.35% | 0.39% | 392 | +35 | 0.61% | Q1 2026 | Apr 02, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 5,697 | 1,466 | 0.07% | 0.08% | 393 | +53 | 0.94% | Q1 2026 | Apr 28, 2026 |
| Capital Squared Financial LLC | History | Added to | 5,669 | 1,458 | 1.11% | 1.07% | 394 | +752 | 15.29% | Q1 2026 | May 01, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 5,605 | 1,442 | 0.01% | 0.01% | 395 | -197 | -3.4% | Q1 2026 | Apr 24, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 5,557 | 1,430 | 0.03% | — | 396 | +5,557 | New | Q1 2026 | Apr 27, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 5,083 | 1,418 | 0.44% | 0.44% | 397 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 5,500 | 1,415 | 0.15% | 0.2% | 398 | +157 | 2.94% | Q1 2026 | Apr 23, 2026 |
| Frisch Financial Group, Inc. | History | Reduced | 5,483 | 1,411 | 0.29% | 0.37% | 399 | -384 | -6.55% | Q1 2026 | May 05, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 5,463 | 1,405 | 0.12% | 0.13% | 400 | +1 | 0.02% | Q1 2026 | May 12, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 5,336 | 1,373 | 0.74% | 0.79% | 401 | -101 | -1.86% | Q1 2026 | May 14, 2026 |
| Center For Asset Management LLC | History | Reduced | 5,303 | 1,364 | 0.68% | 0.82% | 402 | -323 | -5.74% | Q1 2026 | Apr 16, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 5,276 | 1,357 | 0.08% | 0.08% | 403 | +2,911 | 123.09% | Q1 2026 | Apr 22, 2026 |
| Sierra Capital LLC | History | Added to | 5,231 | 1,346 | 0.15% | 0.15% | 404 | +226 | 4.52% | Q1 2026 | May 15, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 5,205 | 1,339 | 0.31% | 0.44% | 405 | -1,683 | -24.43% | Q1 2026 | Apr 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 5,196 | 1,337 | 0.01% | 0.02% | 406 | -5,077 | -49.42% | Q1 2026 | May 13, 2026 |
| Csenge Advisory Group | History | Reduced | 5,191 | 1,335 | 0.06% | 0.07% | 407 | -278 | -5.08% | Q1 2026 | Apr 30, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 5,175 | 1,331 | 0.14% | 0.16% | 408 | -101 | -1.91% | Q1 2026 | May 11, 2026 |
| Spire Wealth Management | History | Added to | 5,169 | 1,330 | 0.05% | 0.03% | 409 | +1,526 | 41.89% | Q1 2026 | Apr 22, 2026 |
| FC Advisory LLC | History | Reduced | 5,126 | 1,319 | 0.39% | 0.43% | 410 | -207 | -3.88% | Q1 2026 | Apr 14, 2026 |
| Dentgroup LLC | History | No change | 4,721 | 1,317 | 0.9% | 0.9% | 411 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 5,112 | 1,315 | 0.26% | 0.34% | 412 | -652 | -11.31% | Q1 2026 | May 01, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 5,090 | 1,309 | 0.28% | 0.37% | 413 | -1,190 | -18.95% | Q1 2026 | Apr 13, 2026 |
| Heirloom Wealth Management | History | New | 5,081 | 1,307 | 0.24% | — | 414 | +5,081 | New | Q1 2026 | Apr 14, 2026 |
| Next Capital Management LLC | History | No change | 5,020 | 1,291 | 0.39% | 0.45% | 415 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Falcon Wealth Planning | History | Reduced | 5,002 | 1,287 | 0.09% | 0.13% | 416 | -499 | -9.07% | Q1 2026 | Apr 20, 2026 |
| Lido Advisors, LLC | History | Reduced | 4,997 | 1,286 | 0.0% | 0.0% | 418 | -145 | -2.82% | Q1 2026 | May 13, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 4,999 | 1,286 | 0.36% | 0.39% | 419 | +12 | 0.24% | Q1 2026 | May 12, 2026 |
| Baldwin Investment Management, LLC | History | No change | 5,000 | 1,286 | 0.15% | 0.16% | 417 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BKM Wealth Management, LLC | History | Added to | 4,981 | 1,282 | 0.47% | 0.44% | 420 | +648 | 14.95% | Q1 2026 | Apr 22, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 4,473 | 1,281 | 0.09% | 0.09% | 421 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 4,941 | 1,272 | 0.44% | 0.48% | 422 | +9 | 0.18% | Q1 2026 | Apr 08, 2026 |
| Capital Management Associates, Inc | History | Added to | 4,939 | 1,271 | 0.29% | 0.22% | 423 | +1,419 | 40.31% | Q1 2026 | Apr 22, 2026 |
| Michels Family Financial, LLC | History | Added to | 4,927 | 1,267 | 0.91% | 0.98% | 424 | +130 | 2.71% | Q1 2026 | Apr 24, 2026 |
| BANK OF HAWAII | History | Added to | 4,912 | 1,264 | 0.07% | 0.06% | 425 | +544 | 12.45% | Q1 2026 | May 14, 2026 |
| Composition Wealth, LLC | History | Added to | 4,903 | 1,261 | 0.02% | 0.02% | 426 | +3 | 0.06% | Q1 2026 | Apr 08, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 4,887 | 1,257 | 0.5% | 0.57% | 427 | -206 | -4.04% | Q1 2026 | Apr 13, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 4,882 | 1,256 | 0.36% | 0.37% | 428 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Brand Asset Management Group, Inc. | History | New | 4,877 | 1,255 | 0.33% | — | 429 | +4,877 | New | Q1 2026 | May 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 4,860 | 1,250 | 0.63% | 0.77% | 430 | -485 | -9.07% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 4,854 | 1,249 | 0.01% | 0.0% | 431 | +1 | 0.02% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 4,853 | 1,248 | 0.03% | 0.03% | 432 | -192 | -3.81% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 4,793 | 1,233 | 0.03% | 0.03% | 433 | -18 | -0.37% | Q1 2026 | May 04, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 4,763 | 1,225 | 0.01% | 0.02% | 434 | -750 | -13.6% | Q1 2026 | Apr 23, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 4,711 | 1,212 | 0.11% | 0.15% | 435 | -756 | -13.83% | Q1 2026 | May 04, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 4,687 | 1,206 | 0.78% | 0.86% | 436 | -90 | -1.88% | Q1 2026 | Apr 24, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 4,238 | 1,200 | 0.72% | 0.75% | 437 | +28 | 0.67% | Q1 2026 | Apr 23, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | Added to | 4,666 | 1,200 | 0.64% | 0.68% | 438 | +9 | 0.19% | Q1 2026 | Apr 27, 2026 |
| Colonial Trust Advisors | History | Reduced | 4,640 | 1,194 | 0.09% | 0.1% | 439 | -25 | -0.54% | Q1 2026 | May 12, 2026 |
| Principle Wealth Partners LLC | History | No change | 4,591 | 1,181 | 0.07% | 0.07% | 440 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TRB Wealth Management, LLC | History | New | 4,577 | 1,177 | 0.17% | — | 441 | +4,577 | New | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO | History | Reduced | 4,450 | 1,170 | 0.01% | 0.02% | 442 | -447 | -9.13% | Q1 2026 | Apr 28, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 4,526 | 1,164 | 0.24% | 0.28% | 443 | +56 | 1.25% | Q1 2026 | Apr 15, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 4,510 | 1,160 | 0.17% | 0.18% | 444 | -94 | -2.04% | Q1 2026 | Apr 21, 2026 |
| LM Advisors LLC | History | Reduced | 296 | 1,150 | 0.02% | 0.02% | 445 | -25 | -7.79% | Q1 2026 | May 13, 2026 |
| Evergreen Wealth Management, LLC | History | Reduced | 4,455 | 1,146 | 0.59% | 0.63% | 446 | -1 | -0.02% | Q1 2026 | May 01, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 4,445 | 1,143 | 0.03% | 0.07% | 447 | -6,374 | -58.91% | Q1 2026 | May 15, 2026 |
| Friday Financial | History | Added to | 4,432 | 1,140 | 0.39% | 0.41% | 448 | +271 | 6.51% | Q1 2026 | Apr 16, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 4,391 | 1,129 | 0.06% | 0.05% | 449 | +872 | 24.78% | Q1 2026 | Apr 23, 2026 |
| Fairscale Capital, LLC | History | Reduced | 4,375 | 1,125 | 0.78% | 0.81% | 450 | -10 | -0.23% | Q1 2026 | May 11, 2026 |
| Total Wealth Planning, LLC | History | No change | 4,016 | 1,120 | 2.4% | 2.4% | 451 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 4,004 | 1,117 | 0.22% | 0.22% | 452 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Ironwood Financial, llc | History | Added to | 4,309 | 1,109 | 0.19% | 0.2% | 453 | +226 | 5.54% | Q1 2026 | Apr 16, 2026 |
| Autumn Glory Partners, LLC | History | No change | 4,300 | 1,106 | 0.41% | 0.42% | 454 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Apollon Financial, LLC | History | Added to | 4,289 | 1,103 | 0.15% | 0.15% | 456 | +669 | 18.48% | Q1 2026 | Apr 22, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 4,196 | 1,103 | 0.02% | 0.03% | 455 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 4,393 | 1,096 | 0.07% | 0.06% | 457 | -4 | -0.09% | Q1 2026 | Apr 24, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 4,246 | 1,092 | 0.31% | 0.42% | 458 | -1,461 | -25.6% | Q1 2026 | Apr 16, 2026 |
| Manchester Capital Management LLC | History | Reduced | 4,240 | 1,091 | 0.16% | 0.16% | 459 | -97 | -2.24% | Q1 2026 | May 11, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 4,230 | 1,088 | 0.42% | 0.54% | 461 | +227 | 5.67% | Q1 2026 | Apr 22, 2026 |
| Accel Wealth Management | History | Added to | 4,228 | 1,088 | 0.28% | 0.32% | 460 | +50 | 1.2% | Q1 2026 | Apr 08, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 4,228 | 1,087 | 0.02% | 0.03% | 462 | -1,856 | -30.51% | Q1 2026 | Apr 15, 2026 |
| Vise Technologies, Inc. | History | No change | 3,873 | 1,081 | 0.02% | 0.02% | 463 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 4,199 | 1,080 | 0.43% | 2.25% | 464 | -28,071 | -86.99% | Q1 2026 | May 06, 2026 |
| TPG Financial Advisors, LLC | History | Reduced | 4,152 | 1,068 | 0.35% | 0.46% | 465 | -816 | -16.43% | Q1 2026 | May 08, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 4,127 | 1,061 | 0.03% | 0.04% | 466 | -26 | -0.63% | Q1 2026 | May 11, 2026 |
| Brooklyn Investment Group | History | Added to | 4,118 | 1,059 | 0.03% | 0.05% | 467 | +419 | 11.33% | Q1 2026 | Apr 29, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 4,115 | 1,058 | 0.03% | 0.03% | 468 | -7 | -0.17% | Q1 2026 | Apr 29, 2026 |
| PKS Advisory Services, LLC | History | Added to | 4,100 | 1,055 | 0.25% | 0.26% | 469 | +76 | 1.89% | Q1 2026 | May 13, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 4,095 | 1,053 | 0.16% | 0.14% | 470 | +1,000 | 32.31% | Q1 2026 | May 06, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 3,734 | 1,042 | 0.75% | 0.75% | 471 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 4,005 | 1,030 | 0.09% | 0.1% | 472 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 4,000 | 1,029 | 0.07% | 0.1% | 473 | -1,545 | -27.86% | Q1 2026 | May 21, 2026 |
| Hexagon Capital Partners LLC | History | New | 3,978 | 1,023 | 0.15% | — | 475 | +3,978 | New | Q1 2026 | May 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 3,667 | 1,023 | 0.0% | 0.0% | 474 | -1,474 | -28.67% | Q1 2026 | May 15, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Added to | 3,952 | 1,017 | 0.27% | 0.2% | 476 | +805 | 25.58% | Q1 2026 | May 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 3,917 | 1,008 | 0.03% | 0.03% | 477 | +450 | 12.98% | Q1 2026 | May 11, 2026 |
| Greenhouse Wealth Management, LLC | History | Added to | 3,902 | 1,004 | 0.62% | 0.64% | 478 | +7 | 0.18% | Q1 2026 | Apr 23, 2026 |
| Whitegate Investment Counselors, Inc. | History | Added to | 3,890 | 1,001 | 0.32% | 0.34% | 479 | +1 | 0.03% | Q1 2026 | Apr 27, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 3,843 | 988 | 0.0% | 0.0% | 480 | -200 | -4.95% | Q1 2026 | May 14, 2026 |
| XML Financial, LLC | History | Added to | 3,826 | 984 | 0.08% | 0.09% | 481 | +13 | 0.34% | Q1 2026 | Apr 16, 2026 |
| Mathes Company, Inc. | History | No change | 3,820 | 983 | 0.36% | 0.38% | 482 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| St. Louis Trust Co | History | Reduced | 3,801 | 978 | 0.11% | 0.14% | 484 | -488 | -11.38% | Q1 2026 | May 14, 2026 |
| Smithfield Trust Co | History | Added to | 3,796 | 978 | 0.04% | 0.04% | 483 | +359 | 10.45% | Q1 2026 | May 08, 2026 |
| HORIZON BANCORP INC /IN/ | History | Added to | 3,795 | 977 | 0.47% | 0.49% | 485 | +162 | 4.46% | Q1 2026 | Apr 22, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 3,794 | 976 | 0.03% | 0.03% | 486 | +576 | 17.9% | Q1 2026 | May 13, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 3,774 | 971 | 0.06% | 0.07% | 487 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 3,776 | 971 | 0.08% | 0.09% | 488 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 3,753 | 965 | 0.03% | 0.03% | 489 | -980 | -20.71% | Q1 2026 | Apr 21, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 3,751 | 965 | 0.15% | 0.16% | 490 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Geneva Partners, LLC | History | Reduced | 3,711 | 955 | 0.46% | 0.61% | 491 | -2,386 | -39.13% | Q1 2026 | Apr 29, 2026 |
| DeLarme Wealth Management, Inc. | History | Reduced | 3,655 | 940 | 0.61% | 0.74% | 492 | -54 | -1.46% | Q1 2026 | Apr 23, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Reduced | 3,641 | 937 | 0.29% | 0.52% | 493 | -2,462 | -40.34% | Q1 2026 | Apr 20, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 3,632 | 934 | 0.06% | 0.05% | 494 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Advisors Capital Management, LLC | History | Added to | 3,628 | 933 | 0.01% | 0.01% | 495 | +1,142 | 45.94% | Q1 2026 | May 01, 2026 |
| JNBA Financial Advisors | History | Reduced | 3,623 | 932 | 0.08% | 0.09% | 496 | -148 | -3.92% | Q1 2026 | Apr 22, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 3,562 | 916 | 0.03% | 0.03% | 497 | +300 | 9.2% | Q1 2026 | Apr 23, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 3,553 | 914 | 0.01% | 0.01% | 498 | +270 | 8.22% | Q1 2026 | May 01, 2026 |
| Western Wealth Management, LLC | History | Reduced | 3,552 | 914 | 0.03% | 0.05% | 499 | -131 | -3.56% | Q1 2026 | May 19, 2026 |
| Compound Planning, Inc. | History | Added to | 3,517 | 905 | 0.03% | 0.03% | 500 | +32 | 0.92% | Q1 2026 | May 14, 2026 |
| Briggs Wealth Management, Inc | History | No change | 3,508 | 902 | 0.96% | 1.05% | 501 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Certified Advisory Corp | History | Added to | 3,504 | 901 | 0.08% | 0.09% | 502 | +117 | 3.45% | Q1 2026 | Apr 17, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 3,495 | 899 | 0.01% | 0.01% | 503 | +182 | 5.49% | Q1 2026 | Apr 08, 2026 |
| WESBANCO BANK INC | History | Added to | 3,473 | 893 | 0.02% | 0.03% | 504 | +141 | 4.23% | Q1 2026 | Apr 21, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 3,451 | 888 | 0.05% | 0.05% | 505 | -24 | -0.69% | Q1 2026 | Apr 24, 2026 |
| Finward Bancorp | History | Reduced | 3,445 | 886 | 0.71% | 0.77% | 506 | -90 | -2.55% | Q1 2026 | Apr 10, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 3,441 | 885 | 0.2% | 0.29% | 507 | -1,115 | -24.47% | Q1 2026 | Apr 02, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 3,420 | 880 | 0.01% | 0.02% | 508 | -822 | -19.38% | Q1 2026 | Apr 10, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 3,392 | 872 | 0.01% | 0.02% | 509 | -1,429 | -29.64% | Q1 2026 | May 05, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 3,391 | 872 | 0.06% | 0.06% | 510 | +507 | 17.58% | Q1 2026 | Apr 17, 2026 |
| Independent Advisor Alliance | History | New | 3,383 | 870 | 0.01% | — | 511 | +3,383 | New | Q1 2026 | May 12, 2026 |
| Owen LaRue, LLC | History | Reduced | 3,371 | 867 | 0.33% | 0.36% | 512 | -65 | -1.89% | Q1 2026 | Apr 30, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 3,364 | 865 | 0.31% | 0.29% | 513 | +275 | 8.9% | Q1 2026 | May 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 3,356 | 864 | 0.03% | 0.02% | 514 | +592 | 21.42% | Q1 2026 | Apr 21, 2026 |
| Wealth Preservation Advisors, LLC | History | Added to | 3,360 | 864 | 0.72% | 0.42% | 515 | +370 | 12.37% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 3,337 | 858 | 0.0% | 0.0% | 517 | +85 | 2.61% | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 3,336 | 858 | 0.02% | 0.02% | 516 | -58 | -1.71% | Q1 2026 | May 12, 2026 |
| LightSquare Wealth Management, LLC | History | New | 3,333 | 857 | 0.64% | — | 518 | +3,333 | New | Q1 2026 | May 11, 2026 |
| Independence Asset Advisors, LLC | History | New | 3,326 | 856 | 0.31% | — | 521 | +3,326 | New | Q1 2026 | Apr 22, 2026 |
| Tempo Wealth, LLC | History | Added to | 3,328 | 856 | 0.15% | 0.17% | 520 | +7 | 0.21% | Q1 2026 | May 14, 2026 |
| First Financial Bank - Trust Division | History | No change | 3,328 | 856 | 0.07% | 0.08% | 519 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | New | 3,287 | 845 | 0.15% | — | 522 | +3,287 | New | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,270 | 841 | 0.02% | 0.01% | 523 | +694 | 26.94% | Q1 2026 | May 07, 2026 |
| Saranac Partners Ltd | History | New | 1,405 | 839 | 0.36% | — | 524 | +1,405 | New | Q1 2026 | May 15, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 3,253 | 837 | 0.16% | 0.17% | 525 | -6 | -0.18% | Q1 2026 | Apr 09, 2026 |
| Calamos Advisors LLC | History | New | 3,226 | 830 | 0.0% | — | 527 | +3,226 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | No change | 3,226 | 830 | 0.03% | 0.03% | 526 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NORDEN GROUP LLC | History | Reduced | 3,197 | 822 | 0.08% | 0.18% | 528 | -3,232 | -50.27% | Q1 2026 | Apr 15, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 3,175 | 817 | 0.18% | 0.21% | 529 | -285 | -8.24% | Q1 2026 | Apr 03, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 3,170 | 815 | 0.01% | 0.02% | 530 | -42 | -1.31% | Q1 2026 | Apr 20, 2026 |
| Modera Wealth Management, LLC | History | Added to | 3,157 | 812 | 0.01% | 0.01% | 531 | +193 | 6.51% | Q1 2026 | May 06, 2026 |
| Plancorp, LLC | History | No change | 3,002 | 805 | 0.02% | 0.03% | 532 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Legacy Financial Group LLC | History | Reduced | 3,124 | 803 | 0.1% | 0.11% | 534 | -251 | -7.44% | Q1 2026 | May 04, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 3,121 | 803 | 0.02% | 0.02% | 533 | +99 | 3.28% | Q1 2026 | Apr 07, 2026 |
| Provident Living Financial Services, Inc. | History | Reduced | 3,097 | 797 | 0.88% | 0.85% | 535 | -12 | -0.39% | Q1 2026 | May 13, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 3,097 | 796 | 0.08% | 0.09% | 536 | +6 | 0.19% | Q1 2026 | May 06, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 3,055 | 786 | 0.0% | 0.0% | 537 | -53 | -1.71% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 3,002 | 772 | 0.03% | 0.03% | 538 | +36 | 1.21% | Q1 2026 | Apr 20, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 2,997 | 771 | 0.14% | 0.15% | 539 | -11 | -0.37% | Q1 2026 | May 15, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 2,655 | 770 | 0.29% | 0.25% | 540 | +319 | 13.66% | Q1 2026 | May 12, 2026 |
| Bridgewater Advisors Inc. | History | No change | 2,676 | 768 | 0.05% | 0.05% | 541 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 2,984 | 767 | 0.1% | 0.1% | 542 | -76 | -2.48% | Q1 2026 | Apr 10, 2026 |
| Carnegie Investment Counsel | History | Reduced | 2,967 | 763 | 0.01% | 0.02% | 543 | -37 | -1.23% | Q1 2026 | May 01, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 2,910 | 748 | 0.19% | 0.21% | 544 | +195 | 7.18% | Q1 2026 | May 06, 2026 |
| AVISO WEALTH MANAGEMENT | History | No change | 2,867 | 737 | 0.33% | 0.34% | 545 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 2,851 | 733 | 0.32% | 0.35% | 546 | -32 | -1.11% | Q1 2026 | May 01, 2026 |
| Waterfront Wealth Inc. | History | No change | 2,835 | 729 | 0.13% | 0.15% | 547 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 2,831 | 728 | 0.01% | 0.01% | 548 | -126 | -4.26% | Q1 2026 | May 07, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 2,795 | 719 | 0.26% | 0.28% | 549 | -38 | -1.34% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 2,776 | 714 | 0.06% | 0.06% | 550 | -61 | -2.15% | Q1 2026 | May 01, 2026 |
| BESSEMER GROUP INC | History | Reduced | 2,769 | 713 | 0.0% | 0.0% | 551 | -396 | -12.51% | Q1 2026 | May 06, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | No change | 2,767 | 712 | 0.05% | 0.05% | 552 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 2,752 | 708 | 0.13% | 0.15% | 554 | -165 | -5.66% | Q1 2026 | May 11, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | No change | 2,614 | 708 | 0.19% | 0.19% | 553 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| One Capital Management, LLC | History | Added to | 2,744 | 706 | 0.02% | 0.02% | 555 | +474 | 20.88% | Q1 2026 | May 12, 2026 |
| Bouvel Investment Partners, LLC | History | Reduced | 2,743 | 705 | 0.2% | 0.22% | 556 | -38 | -1.37% | Q1 2026 | Apr 10, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 2,722 | 700 | 0.21% | 0.15% | 557 | +819 | 43.04% | Q1 2026 | Apr 21, 2026 |
| NorthRock Partners, LLC | History | Added to | 2,722 | 700 | 0.01% | 0.01% | 558 | +146 | 5.67% | Q1 2026 | May 15, 2026 |
| Bernardo Wealth Planning LLC | History | No change | 2,720 | 699 | 0.14% | 0.14% | 559 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Sepio Capital, LP | History | Added to | 2,714 | 698 | 0.04% | 0.04% | 560 | +1 | 0.04% | Q1 2026 | May 13, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 2,708 | 696 | 0.21% | 0.24% | 561 | -53 | -1.92% | Q1 2026 | Apr 20, 2026 |
| Enclave Advisors LLC | History | No change | 2,656 | 683 | 0.09% | 0.11% | 562 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,643 | 680 | 0.04% | 0.03% | 563 | +371 | 16.33% | Q1 2026 | Apr 17, 2026 |
| VANCE WEALTH, LLC | History | Added to | 2,646 | 680 | 0.2% | 0.22% | 564 | +32 | 1.22% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 2,636 | 678 | 0.02% | 0.11% | 565 | -10,088 | -79.28% | Q1 2026 | Apr 08, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 2,635 | 678 | 0.03% | 0.05% | 566 | -1,332 | -33.58% | Q1 2026 | May 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 2,625 | 675 | 0.03% | 0.03% | 567 | +467 | 21.64% | Q1 2026 | Apr 28, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 2,608 | 671 | 0.05% | 0.04% | 569 | +300 | 13.0% | Q1 2026 | May 05, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 2,610 | 671 | 0.05% | 0.05% | 568 | -14 | -0.53% | Q1 2026 | May 07, 2026 |
| Richmond Investment Services, LLC | History | No change | 2,608 | 670 | 0.11% | 0.13% | 570 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 2,601 | 669 | 0.01% | 0.01% | 571 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 2,598 | 668 | 0.04% | 0.05% | 573 | -841 | -24.45% | Q1 2026 | Apr 24, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 2,303 | 668 | 0.24% | 0.25% | 572 | -91 | -3.8% | Q1 2026 | May 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2,593 | 667 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Strategic Financial Services, Inc. | History | Reduced | 2,566 | 660 | 0.03% | 0.03% | 575 | -16 | -0.62% | Q1 2026 | May 08, 2026 |
| Advocate Investing Services LLC | History | No change | 2,533 | 651 | 0.55% | 0.63% | 576 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 2,521 | 648 | 0.09% | 0.1% | 577 | +49 | 1.98% | Q1 2026 | Apr 24, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,595 | 647 | 0.02% | 0.03% | 578 | +2 | 0.08% | Q1 2026 | May 15, 2026 |
| GWN SECURITIES INC. | History | Added to | 2,509 | 645 | 0.12% | 0.13% | 579 | +123 | 5.16% | Q1 2026 | May 14, 2026 |
| Bank of Marin | History | Added to | 2,482 | 638 | 0.47% | 0.43% | 581 | +225 | 9.97% | Q1 2026 | May 14, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 2,480 | 638 | 0.15% | 0.16% | 580 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 2,471 | 635 | 0.0% | 0.0% | 582 | -15 | -0.6% | Q1 2026 | May 15, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 2,467 | 635 | 0.13% | 0.15% | 583 | -1 | -0.04% | Q1 2026 | May 14, 2026 |
| BCS Wealth Management | History | Reduced | 2,447 | 629 | 0.13% | 0.14% | 584 | -2,447 | -50.0% | Q1 2026 | Apr 17, 2026 |
| Curi Capital, LLC | History | Added to | 2,442 | 628 | 0.01% | 0.01% | 585 | +753 | 44.58% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | New | 2,437 | 627 | 0.0% | — | 586 | +2,437 | New | Q1 2026 | May 05, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 2,433 | 626 | 0.03% | 0.03% | 587 | -134 | -5.22% | Q1 2026 | Apr 09, 2026 |
| Ridgewood Investments LLC | History | New | 2,425 | 624 | 0.26% | — | 588 | +2,425 | New | Q1 2026 | Apr 03, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 2,421 | 622 | 0.3% | 0.33% | 589 | +23 | 0.96% | Q1 2026 | May 05, 2026 |
| Graetz Wealth LLC | History | Reduced | 2,416 | 621 | 0.55% | 1.3% | 590 | -2,699 | -52.77% | Q1 2026 | Apr 30, 2026 |
| Evolution Advisers, Inc. | History | No change | 2,389 | 614 | 0.26% | 0.29% | 591 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 2,371 | 610 | 0.18% | 0.19% | 592 | +36 | 1.54% | Q1 2026 | Apr 22, 2026 |
| RED REEF ADVISORS LLC | History | Reduced | 2,346 | 603 | 0.63% | 0.7% | 593 | -114 | -4.63% | Q1 2026 | May 12, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 2,340 | 602 | 0.03% | 0.03% | 595 | +610 | 35.26% | Q1 2026 | Apr 09, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 2,343 | 602 | 0.1% | 0.11% | 594 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 2,334 | 600 | 0.22% | 0.32% | 596 | +64 | 2.82% | Q1 2026 | May 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 2,319 | 596 | 0.03% | 0.03% | 598 | +562 | 31.99% | Q1 2026 | Apr 20, 2026 |
| WEST BANCORPORATION INC | History | No change | 2,318 | 596 | 0.3% | 0.34% | 597 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 2,279 | 586 | 0.14% | 0.17% | 599 | -169 | -6.9% | Q1 2026 | Apr 24, 2026 |
| Tannin Capital LLC | History | Reduced | 2,263 | 582 | 0.42% | 0.92% | 600 | -1,431 | -38.74% | Q1 2026 | May 12, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 2,255 | 580 | 0.01% | 0.02% | 601 | -653 | -22.46% | Q1 2026 | May 08, 2026 |
| Clarity Financial LLC | History | New | 2,247 | 578 | 0.06% | — | 602 | +2,247 | New | Q1 2026 | May 01, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 2,223 | 572 | 0.01% | 0.02% | 603 | -176 | -7.34% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 2,208 | 568 | 0.02% | 0.02% | 604 | +113 | 5.39% | Q1 2026 | May 14, 2026 |
| GREENWOOD GEARHART LLC | History | New | 2,206 | 567 | 0.03% | — | 606 | +2,206 | New | Q1 2026 | May 06, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 2,206 | 567 | 0.03% | 0.04% | 605 | +1 | 0.05% | Q1 2026 | Apr 30, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 2,159 | 555 | 0.11% | 0.17% | 607 | -723 | -25.09% | Q1 2026 | May 15, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 2,117 | 544 | 0.01% | 0.01% | 608 | -87 | -3.95% | Q1 2026 | May 14, 2026 |
| WP Advisors, LLC | History | Added to | 2,110 | 543 | 0.14% | 0.15% | 609 | +3 | 0.14% | Q1 2026 | May 04, 2026 |
| Powell Investment Advisors, LLC | History | No change | 2,109 | 542 | 0.19% | 0.2% | 610 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| EWA, LLC | History | Reduced | 2,103 | 541 | 0.12% | 0.14% | 611 | -1 | -0.05% | Q1 2026 | Apr 23, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 2,098 | 539 | 0.05% | 0.06% | 612 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FWG Investments, LLC. | History | Added to | 2,074 | 533 | 0.34% | 0.37% | 613 | +3 | 0.14% | Q1 2026 | Apr 21, 2026 |
| Merited Wealth, LLC | History | Reduced | 2,064 | 531 | 0.44% | 0.54% | 614 | -29 | -1.39% | Q1 2026 | Apr 24, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 2,059 | 529 | 0.05% | — | 616 | +2,059 | New | Q1 2026 | May 12, 2026 |
| Petix & Botte Co | History | No change | 2,058 | 529 | 0.12% | 0.13% | 615 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 2,054 | 528 | 0.02% | 0.02% | 617 | +126 | 6.54% | Q1 2026 | May 07, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 2,042 | 525 | 0.01% | 0.0% | 618 | +1,258 | 160.46% | Q1 2026 | Apr 21, 2026 |
| Cypress Wealth Services, LLC | History | No change | 2,042 | 525 | 0.07% | 0.08% | 619 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 2,039 | 524 | 0.04% | 0.04% | 620 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 2,025 | 521 | 0.55% | 0.66% | 621 | +772 | 61.61% | Q1 2026 | May 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 2,009 | 517 | 0.0% | 0.0% | 622 | -220 | -9.87% | Q1 2026 | May 13, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 2,004 | 515 | 0.18% | 0.2% | 623 | +4 | 0.2% | Q1 2026 | May 08, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 1,993 | 512 | 0.38% | 0.37% | 624 | +147 | 7.96% | Q1 2026 | Apr 17, 2026 |
| Smith Asset Management Co., LLC | History | Reduced | 1,991 | 512 | 0.44% | 0.46% | 625 | -2 | -0.1% | Q1 2026 | May 14, 2026 |
| Stratos Investment Management, LLC | History | Added to | 1,987 | 511 | 0.02% | 0.02% | 626 | +19 | 0.97% | Q1 2026 | Apr 28, 2026 |
| Keystone Financial Services, LLC | History | Reduced | 1,970 | 507 | 0.34% | 0.39% | 627 | -68 | -3.34% | Q1 2026 | Apr 21, 2026 |
| Rehmann Capital Advisory Group | History | No change | 1,966 | 505 | 0.03% | 0.03% | 628 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 1,955 | 503 | 0.01% | 0.01% | 629 | +327 | 20.09% | Q1 2026 | May 11, 2026 |
| DDFG, Inc | History | Reduced | 1,946 | 500 | 0.11% | 0.12% | 631 | -17 | -0.87% | Q1 2026 | Apr 22, 2026 |
| FDx Advisors, Inc. | History | Reduced | 1,941 | 500 | 0.16% | 0.28% | 630 | -8 | -0.41% | Q1 2026 | May 01, 2026 |
| CROBAN | History | Reduced | 1,941 | 499 | 0.23% | 0.29% | 632 | -190 | -8.92% | Q1 2026 | May 12, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,910 | 491 | 0.01% | 0.0% | 633 | +1,381 | 261.06% | Q1 2026 | May 15, 2026 |
| Trilogy Capital Inc. | History | Reduced | 1,907 | 490 | 0.02% | 0.03% | 634 | -187 | -8.93% | Q1 2026 | Apr 21, 2026 |
| MCF Advisors LLC | History | No change | 1,899 | 488 | 0.02% | 0.03% | 635 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Triton Wealth Management, PLLC | History | Reduced | 1,844 | 482 | 0.18% | 0.19% | 637 | -29 | -1.55% | Q1 2026 | May 01, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 1,874 | 482 | 0.01% | 0.01% | 636 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PFG Investments, LLC | History | Added to | 1,862 | 479 | 0.02% | 0.01% | 639 | +763 | 69.43% | Q1 2026 | Apr 27, 2026 |
| F/m Investments LLC | History | No change | 1,862 | 479 | 0.03% | 0.02% | 638 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 1,856 | 477 | 0.01% | 0.02% | 640 | +368 | 24.73% | Q1 2026 | Apr 27, 2026 |
| American Trust | History | Added to | 1,849 | 475 | 0.04% | 0.03% | 642 | +733 | 65.68% | Q1 2026 | May 01, 2026 |
| HUB Investment Partners, LLC | History | No change | 1,847 | 475 | 0.01% | 0.01% | 641 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ICONIQ Capital, LLC | History | Added to | 1,841 | 473 | 0.01% | 0.01% | 643 | +1 | 0.05% | Q1 2026 | May 14, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | Added to | 1,836 | 472 | 0.19% | 0.21% | 644 | +10 | 0.55% | Q1 2026 | Apr 27, 2026 |
| ASPIRIANT, LLC | History | Reduced | 1,828 | 470 | 0.01% | 0.02% | 645 | -570 | -23.77% | Q1 2026 | May 12, 2026 |
| Milestone Investment Advisors LLC | History | No change | 1,828 | 470 | 0.11% | 0.12% | 646 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Financial Freedom, LLC | History | No change | 1,820 | 468 | 0.23% | 0.25% | 647 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 1,808 | 465 | 0.08% | 0.09% | 648 | -4 | -0.22% | Q1 2026 | Apr 17, 2026 |
| Archford Capital Strategies, LLC | History | No change | 1,804 | 464 | 0.05% | 0.06% | 649 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,800 | 463 | 0.0% | 0.0% | 650 | -360 | -16.67% | Q1 2026 | May 15, 2026 |
| DAVIS R M INC | History | Reduced | 1,790 | 460 | 0.01% | 0.01% | 651 | -175 | -8.91% | Q1 2026 | May 13, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 1,783 | 458 | 0.0% | 0.01% | 652 | -3,663 | -67.26% | Q1 2026 | Apr 14, 2026 |
| Passive Capital Management, LLC. | History | Reduced | 1,778 | 457 | 0.14% | 0.16% | 653 | -11 | -0.61% | Q1 2026 | May 14, 2026 |
| Phillip James Consulting Co. | History | New | 4,433 | 451 | 0.34% | — | 654 | +4,433 | New | Q1 2026 | May 11, 2026 |
| Ledyard National Bank | History | No change | 1,751 | 450 | 0.04% | 0.04% | 655 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | No change | 1,739 | 447 | 0.24% | 0.24% | 656 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Old North State Wealth Management, LLC | History | Reduced | 1,712 | 442 | 0.2% | 0.23% | 657 | -34 | -1.95% | Q1 2026 | Apr 17, 2026 |
| VestGen Advisors, LLC | History | New | 1,536 | 441 | 0.01% | — | 659 | +1,536 | New | Q1 2026 | May 14, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 1,714 | 441 | 0.04% | 0.07% | 658 | -1,205 | -41.28% | Q1 2026 | May 15, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 1,708 | 439 | 0.05% | 0.05% | 660 | -40 | -2.29% | Q1 2026 | Apr 15, 2026 |
| DEARBORN PARTNERS LLC | History | Reduced | 1,686 | 433 | 0.02% | 0.02% | 661 | -35 | -2.03% | Q1 2026 | May 12, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 1,676 | 431 | 0.05% | 0.05% | 662 | -53 | -3.07% | Q1 2026 | Apr 23, 2026 |
| Meridian Wealth Advisors, LLC | History | Reduced | 1,673 | 430 | 0.06% | 0.07% | 663 | -182 | -9.81% | Q1 2026 | May 11, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 1,670 | 429 | 0.02% | 0.02% | 664 | +75 | 4.7% | Q1 2026 | Apr 17, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 1,664 | 428 | 0.02% | 0.02% | 665 | +2 | 0.12% | Q1 2026 | May 01, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 1,532 | 427 | 0.09% | 0.09% | 666 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 1,659 | 426 | 0.15% | 0.18% | 667 | -101 | -5.74% | Q1 2026 | Apr 08, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 1,654 | 425 | 0.03% | 0.03% | 668 | -34 | -2.01% | Q1 2026 | May 04, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 1,651 | 424 | 0.02% | 0.03% | 669 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GEN Financial Management, INC. | History | No change | 1,640 | 422 | 0.26% | 0.29% | 670 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,627 | 418 | 0.0% | 0.01% | 671 | +139 | 9.34% | Q1 2026 | May 15, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 1,625 | 418 | 0.22% | 0.25% | 672 | -45 | -2.69% | Q1 2026 | Apr 16, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 1,620 | 416 | 0.0% | 0.01% | 673 | -167 | -9.35% | Q1 2026 | May 08, 2026 |
| Fragasso Financial Advisors Inc | History | New | 1,578 | 414 | 0.02% | — | 674 | +1,578 | New | Q1 2026 | Apr 07, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 1,596 | 410 | 0.32% | 0.34% | 675 | +115 | 7.77% | Q1 2026 | Apr 22, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 1,590 | 409 | 0.2% | 0.21% | 676 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 1,575 | 405 | 0.04% | 0.04% | 677 | -107 | -6.36% | Q1 2026 | May 14, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 1,566 | 403 | 0.04% | 0.04% | 678 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| KLCM Advisors, Inc. | History | No change | 1,564 | 402 | 0.03% | 0.04% | 679 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Haverford Trust Co | History | Added to | 1,561 | 401 | 0.0% | 0.0% | 680 | +222 | 16.58% | Q1 2026 | May 11, 2026 |
| M&T BANK CORP | History | Added to | 1,548 | 398 | 0.0% | 0.0% | 681 | +252 | 19.44% | Q1 2026 | May 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 1,545 | 397 | 0.0% | 0.0% | 683 | +498 | 47.56% | Q1 2026 | May 08, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 1,544 | 397 | 0.02% | 0.02% | 682 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 1,423 | 395 | 0.01% | — | 684 | +1,423 | New | Q1 2026 | May 01, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 1,531 | 394 | 0.16% | 0.15% | 685 | +175 | 12.91% | Q1 2026 | May 01, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | No change | 1,504 | 387 | 0.06% | 0.06% | 686 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BLB&B Advisors, LLC | History | No change | 1,504 | 387 | 0.02% | 0.02% | 687 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 1,499 | 386 | 0.02% | 0.02% | 688 | +32 | 2.18% | Q1 2026 | May 18, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 1,500 | 386 | 0.09% | 0.09% | 689 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Reynders McVeigh Capital Management, LLC | History | No change | 1,500 | 386 | 0.02% | 0.02% | 690 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| RFG HOLDINGS, INC. | History | Added to | 1,497 | 385 | 0.1% | 0.1% | 691 | +3 | 0.2% | Q1 2026 | Apr 16, 2026 |
| Creekside Partners | History | Reduced | 1,492 | 384 | 0.16% | 0.18% | 692 | -19 | -1.26% | Q1 2026 | Apr 21, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,491 | 383 | 0.0% | 0.0% | 693 | -52 | -3.37% | Q1 2026 | May 08, 2026 |
| AMARA FINANCIAL, LLC. | History | Reduced | 1,481 | 381 | 0.26% | 0.49% | 694 | -1,033 | -41.09% | Q1 2026 | May 07, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 1,479 | 380 | 0.05% | 0.05% | 695 | +1 | 0.07% | Q1 2026 | Apr 13, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 1,480 | 380 | 0.1% | 0.11% | 696 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Silver Coast Investments LLC | History | New | 1,474 | 379 | 0.12% | — | 698 | +1,474 | New | Q1 2026 | Apr 22, 2026 |
| Acropolis Investment Management, LLC | History | No change | 1,475 | 379 | 0.02% | 0.02% | 697 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Intelligence Driven Advisers, LLC | History | Added to | 1,469 | 378 | 0.07% | 0.06% | 699 | +3 | 0.2% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Reduced | 1,463 | 377 | 0.02% | 0.02% | 700 | -300 | -17.02% | Q1 2026 | May 14, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 1,468 | 377 | 0.05% | 0.06% | 701 | -234 | -13.75% | Q1 2026 | Apr 09, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 1,457 | 377 | 0.12% | 0.15% | 702 | -119 | -7.55% | Q1 2026 | Apr 24, 2026 |
| Sara-Bay Financial | History | Added to | 1,463 | 376 | 0.11% | 0.11% | 703 | +150 | 11.42% | Q1 2026 | Apr 17, 2026 |
| Simplicity Wealth,LLC | History | Added to | 1,457 | 374 | 0.02% | 0.02% | 704 | +383 | 35.66% | Q1 2026 | Apr 30, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,446 | 372 | 0.03% | 0.04% | 705 | -139 | -8.77% | Q1 2026 | Apr 30, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 1,443 | 371 | 0.13% | 0.17% | 706 | -288 | -16.64% | Q1 2026 | May 06, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 1,424 | 366 | 0.0% | 0.0% | 707 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ATWOOD & PALMER INC | History | Added to | 1,401 | 360 | 0.02% | 0.0% | 708 | +1,381 | 6905.0% | Q1 2026 | Apr 15, 2026 |
| Greenspring Advisors, LLC | History | No change | 1,391 | 357 | 0.02% | 0.02% | 709 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,382 | 355 | 0.0% | 0.0% | 710 | -2,675 | -65.94% | Q1 2026 | Apr 29, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 1,381 | 355 | 0.03% | 0.03% | 711 | -163 | -10.56% | Q1 2026 | May 13, 2026 |
| Noble Wealth Management PBC | History | No change | 1,375 | 353 | 0.18% | 0.19% | 712 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| WRAPMANAGER INC | History | Reduced | 1,359 | 349 | 0.12% | 0.15% | 713 | -197 | -12.66% | Q1 2026 | May 11, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 1,356 | 348 | 0.1% | 0.11% | 714 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Caldwell Trust Co | History | Added to | 1,348 | 346 | 0.03% | 0.03% | 715 | +67 | 5.23% | Q1 2026 | Apr 22, 2026 |
| Asset Dedication, LLC | History | No change | 1,238 | 345 | 0.02% | 0.02% | 716 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 1,320 | 339 | 0.01% | 0.01% | 717 | +25 | 1.93% | Q1 2026 | Apr 27, 2026 |
| Partners in Financial Planning | History | Added to | 1,316 | 338 | 0.06% | 0.06% | 718 | +3 | 0.23% | Q1 2026 | May 11, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 1,312 | 337 | 0.08% | 0.16% | 720 | -851 | -39.34% | Q1 2026 | Apr 17, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 1,305 | 337 | 0.02% | 0.02% | 719 | -50 | -3.69% | Q1 2026 | May 12, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 1,309 | 336 | 0.02% | 0.02% | 721 | +16 | 1.24% | Q1 2026 | May 13, 2026 |
| Argentarii, LLC | History | Added to | 1,294 | 333 | 0.12% | 0.1% | 723 | +198 | 18.07% | Q1 2026 | May 12, 2026 |
| Continuum Advisory, LLC | History | Added to | 1,295 | 333 | 0.03% | 0.04% | 722 | +2 | 0.15% | Q1 2026 | Apr 22, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 1,292 | 332 | 0.01% | 0.01% | 724 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 1,285 | 331 | 0.0% | 0.0% | 725 | -25 | -1.91% | Q1 2026 | May 15, 2026 |
| AIMZ Investment Advisors, LLC | History | No change | 1,285 | 330 | 0.1% | 0.1% | 726 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 1,279 | 329 | 0.0% | 0.0% | 727 | +1,145 | 854.48% | Q1 2026 | May 14, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 1,281 | 329 | 0.05% | 0.06% | 728 | +109 | 9.3% | Q1 2026 | Apr 27, 2026 |
| Horizon Family Wealth, Inc. | History | New | 1,277 | 328 | 0.17% | — | 729 | +1,277 | New | Q1 2026 | May 08, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 1,269 | 326 | 0.19% | 0.18% | 730 | +126 | 11.02% | Q1 2026 | Apr 09, 2026 |
| Klingman & Associates, LLC | History | Reduced | 1,263 | 325 | 0.02% | 0.02% | 731 | -25 | -1.94% | Q1 2026 | May 14, 2026 |
| Bishop & Co Investment Management, LLC | History | Reduced | 1,260 | 324 | 0.11% | 0.18% | 733 | -692 | -35.45% | Q1 2026 | Apr 24, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 1,261 | 324 | 0.02% | 0.03% | 732 | -90 | -6.66% | Q1 2026 | Apr 20, 2026 |
| HSBC HOLDINGS PLC | History | No change | 1,252 | 322 | 0.0% | 0.0% | 734 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 1,245 | 320 | 0.11% | 0.11% | 735 | +3 | 0.24% | Q1 2026 | May 08, 2026 |
| Financial Council, LLC | History | New | 1,232 | 317 | 0.12% | — | 736 | +1,232 | New | Q1 2026 | Apr 21, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 1,232 | 316 | 0.06% | 0.09% | 737 | -250 | -16.87% | Q1 2026 | Apr 14, 2026 |
| Copia Wealth Management | History | Reduced | 1,215 | 312 | 0.21% | 0.29% | 738 | -217 | -15.15% | Q1 2026 | May 04, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 1,208 | 311 | 0.07% | 0.07% | 740 | +201 | 19.96% | Q1 2026 | Apr 27, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 1,212 | 311 | 0.04% | 0.04% | 739 | -98 | -7.48% | Q1 2026 | May 05, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 1,211 | 311 | 0.09% | 0.09% | 741 | -76 | -5.91% | Q1 2026 | May 05, 2026 |
| LWM ADVISORS INC | History | Added to | 1,210 | 311 | 0.27% | 0.29% | 742 | +28 | 2.37% | Q1 2026 | Apr 10, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 1,200 | 308 | 0.07% | 0.09% | 743 | -121 | -9.16% | Q1 2026 | Apr 21, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 1,200 | 308 | 0.2% | 0.22% | 744 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Scott Capital Advisors, LLC | History | No change | 1,144 | 306 | 0.06% | 0.07% | 745 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 1,175 | 302 | 0.0% | 0.0% | 749 | -908 | -43.59% | Q1 2026 | May 14, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 1,175 | 302 | 0.01% | 0.01% | 746 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CULBERTSON A N & CO INC | History | No change | 1,175 | 302 | 0.04% | 0.04% | 747 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 1,177 | 302 | 0.06% | 0.07% | 748 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 1,169 | 300 | 0.01% | 0.02% | 750 | -147 | -11.17% | Q1 2026 | Apr 15, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 1,165 | 299 | 0.04% | 0.04% | 751 | +43 | 3.83% | Q1 2026 | Apr 21, 2026 |
| NWF Advisory Services Inc. | History | Added to | 1,156 | 297 | 0.03% | 0.04% | 752 | +16 | 1.4% | Q1 2026 | May 04, 2026 |
| IBEX WEALTH ADVISORS | History | New | 1,144 | 294 | 0.03% | — | 754 | +1,144 | New | Q1 2026 | Apr 30, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | No change | 1,145 | 294 | 0.28% | 0.3% | 753 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 1,139 | 293 | 0.01% | 0.06% | 755 | -5,164 | -81.93% | Q1 2026 | May 15, 2026 |
| FIDUCIARY TRUST CO | History | No change | 1,131 | 291 | 0.0% | 0.0% | 756 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 1,129 | 290 | 0.16% | 0.29% | 757 | -720 | -38.94% | Q1 2026 | May 12, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 1,123 | 289 | 0.12% | 0.1% | 758 | +239 | 27.04% | Q1 2026 | Apr 20, 2026 |
| Argent Advisors, Inc. | History | No change | 1,120 | 288 | 0.08% | 0.09% | 759 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GoalVest Advisory LLC | History | No change | 1,117 | 287 | 0.06% | 0.06% | 760 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Headland Capital, LLC | History | No change | 1,119 | 287 | 0.08% | 0.09% | 761 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Zhang Financial LLC | History | No change | 1,111 | 285 | 0.01% | 0.01% | 762 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Gallacher Capital Management LLC | History | No change | 1,111 | 285 | 0.11% | 0.12% | 763 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 1,104 | 284 | 0.02% | 0.02% | 764 | -115 | -9.43% | Q1 2026 | May 14, 2026 |
| BLALOCK WILLIAMS, LLC | History | Reduced | 1,107 | 284 | 0.22% | 0.27% | 766 | -111 | -9.11% | Q1 2026 | May 14, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 1,105 | 284 | 0.03% | 0.03% | 765 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 1,099 | 282 | 0.08% | 0.12% | 767 | -331 | -23.15% | Q1 2026 | Apr 22, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 1,090 | 280 | 0.02% | 0.02% | 768 | +1 | 0.09% | Q1 2026 | Apr 27, 2026 |
| RFG Advisory, LLC | History | Reduced | 1,086 | 279 | 0.01% | 0.01% | 769 | -501 | -31.57% | Q1 2026 | Apr 17, 2026 |
| MBL Wealth, LLC | History | Reduced | 1,085 | 279 | 0.02% | 0.02% | 770 | -20 | -1.81% | Q1 2026 | Apr 28, 2026 |
| Madison Wealth Partners, Inc | History | New | 1,081 | 278 | 0.04% | — | 771 | +1,081 | New | Q1 2026 | Apr 30, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 1,077 | 277 | 0.03% | 0.03% | 772 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 1,075 | 276 | 0.19% | 0.19% | 773 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 1,074 | 276 | 0.02% | 0.02% | 774 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 979 | 276 | 0.06% | 0.06% | 775 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 1,063 | 273 | 0.06% | 0.09% | 776 | -324 | -23.36% | Q1 2026 | May 08, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 1,060 | 272 | 0.12% | 0.07% | 777 | +539 | 103.45% | Q1 2026 | Apr 15, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 1,058 | 272 | 0.17% | 0.1% | 778 | -28 | -2.58% | Q1 2026 | May 01, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 1,054 | 271 | 0.0% | 0.01% | 779 | -722 | -40.65% | Q1 2026 | May 05, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 1,050 | 270 | 0.02% | 0.02% | 781 | -32 | -2.96% | Q1 2026 | May 12, 2026 |
| SMITH, MOORE & CO. | History | Added to | 1,051 | 270 | 0.02% | 0.02% | 780 | +1 | 0.1% | Q1 2026 | May 05, 2026 |
| Strategic Blueprint, LLC | History | Added to | 1,046 | 269 | 0.02% | 0.02% | 783 | +102 | 10.81% | Q1 2026 | Apr 29, 2026 |
| Larson Financial Group LLC | History | Added to | 1,049 | 269 | 0.01% | 0.01% | 782 | +12 | 1.16% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,032 | 268 | 0.02% | 0.03% | 784 | -326 | -24.01% | Q1 2026 | May 01, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 1,024 | 267 | 0.06% | 0.06% | 785 | +2 | 0.2% | Q1 2026 | Apr 08, 2026 |
| Kendall Capital Management | History | No change | 1,041 | 267 | 0.05% | 0.06% | 786 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CPA Asset Management Group, LLC | History | No change | 1,032 | 265 | 0.09% | 0.1% | 787 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MOR Wealth Management, LLC | History | No change | 1,032 | 265 | 0.12% | 0.13% | 788 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Van Diest Capital, LLC | History | New | 1,017 | 261 | 0.21% | — | 790 | +1,017 | New | Q1 2026 | May 15, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 1,015 | 261 | 0.17% | 0.19% | 789 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Claris Financial LLC | History | Added to | 1,010 | 259 | 0.14% | 0.11% | 793 | +234 | 30.15% | Q1 2026 | May 18, 2026 |
| Redmond Asset Management, LLC | History | Reduced | 1,009 | 259 | 0.07% | 0.07% | 791 | -4 | -0.39% | Q1 2026 | May 06, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 1,007 | 259 | 0.03% | 0.03% | 792 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 925 | 258 | 0.08% | 0.08% | 794 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Oldfather Financial Services, LLC | History | No change | 921 | 257 | 0.08% | 0.08% | 795 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| S.A. Mason LLC | History | No change | 1,000 | 257 | 0.1% | 0.11% | 796 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| City State Bank | History | No change | 1,002 | 257 | 0.07% | 0.08% | 797 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| AMG National Trust Bank | History | Added to | 998 | 256 | 0.01% | 0.01% | 798 | +130 | 14.98% | Q1 2026 | May 04, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 997 | 256 | 0.06% | 0.06% | 799 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Long Island Wealth Management, Inc. | History | No change | 996 | 256 | 0.12% | 0.13% | 800 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Vanguard National Trust Co | History | New | 993 | 255 | 0.02% | — | 801 | +993 | New | Q1 2026 | May 08, 2026 |
| Forum Financial Management, LP | History | Added to | 988 | 254 | 0.0% | 0.0% | 802 | +8 | 0.82% | Q1 2026 | Apr 23, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 986 | 254 | 0.06% | 0.06% | 803 | +5 | 0.51% | Q1 2026 | May 13, 2026 |
| Accredited Investors Inc. | History | No change | 982 | 252 | 0.01% | 0.01% | 804 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sterling Capital Management LLC | History | Added to | 977 | 251 | 0.0% | 0.0% | 805 | +67 | 7.36% | Q1 2026 | Apr 22, 2026 |
| Coquina Private Wealth LLC | History | New | 974 | 250 | 0.2% | — | 807 | +974 | New | Q1 2026 | May 05, 2026 |
| Martel Wealth Advisors LLC | History | No change | 975 | 250 | 0.04% | 0.05% | 806 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 968 | 249 | 0.06% | 0.09% | 808 | -153 | -13.65% | Q1 2026 | May 07, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 966 | 248 | 0.12% | 0.13% | 810 | +19 | 2.01% | Q1 2026 | May 07, 2026 |
| Sicart Associates LLC | History | No change | 965 | 248 | 0.06% | 0.07% | 809 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 960 | 247 | 0.02% | 0.02% | 811 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 948 | 244 | 0.0% | 0.0% | 812 | +181 | 23.6% | Q1 2026 | May 05, 2026 |
| Columbus Macro, LLC | History | No change | 936 | 240 | 0.03% | 0.03% | 813 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CoreCap Advisors, LLC | History | Added to | 929 | 239 | 0.01% | 0.0% | 814 | +474 | 104.18% | Q1 2026 | Apr 07, 2026 |
| HORAN Wealth, LLC | History | New | 854 | 238 | 0.02% | — | 817 | +854 | New | Q1 2026 | May 08, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 928 | 238 | 0.01% | 0.01% | 815 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BankPlus Trust Department | History | No change | 928 | 238 | 0.06% | 0.07% | 816 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| OFS Enterprise LLC | History | New | 921 | 237 | 0.07% | — | 820 | +921 | New | Q1 2026 | Apr 09, 2026 |
| Synergy Asset Management, LLC | History | No change | 921 | 237 | 0.03% | 0.03% | 818 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Key FInancial Inc | History | No change | 923 | 237 | 0.04% | 0.05% | 819 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Patten Group, Inc. | History | Reduced | 920 | 236 | 0.04% | 0.07% | 822 | -380 | -29.23% | Q1 2026 | Apr 24, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 919 | 236 | 0.03% | 0.03% | 821 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Balefire, LLC | History | Added to | 914 | 235 | 0.04% | 0.05% | 823 | +25 | 2.81% | Q1 2026 | May 07, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 917 | 235 | 0.02% | 0.02% | 824 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 903 | 232 | 0.07% | 0.06% | 825 | +160 | 21.53% | Q1 2026 | Apr 23, 2026 |
| PROFFITT & GOODSON INC | History | No change | 899 | 231 | 0.04% | 0.03% | 826 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 901 | 231 | 0.03% | 0.03% | 827 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Element Wealth, LLC | History | No change | 901 | 231 | 0.1% | 0.1% | 828 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Welch Group, LLC | History | No change | 893 | 229 | 0.01% | 0.01% | 829 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 889 | 228 | 0.11% | 0.12% | 830 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Investment Advisory Group, LLC | History | No change | 882 | 226 | 0.06% | 0.06% | 831 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 878 | 225 | 0.01% | 0.01% | 832 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Allred Capital Management, LLC | History | No change | 876 | 225 | 0.08% | 0.09% | 833 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 900 | 224 | 0.01% | 0.01% | 834 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Orion Capital Management LLC | History | No change | 870 | 223 | 0.08% | 0.08% | 835 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fiduciary Alliance LLC | History | New | 800 | 222 | 0.01% | — | 836 | +800 | New | Q1 2026 | Apr 20, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 860 | 221 | 0.08% | 0.08% | 837 | +1 | 0.12% | Q1 2026 | Apr 22, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 858 | 220 | 0.14% | 0.15% | 839 | -22 | -2.5% | Q1 2026 | Apr 23, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 856 | 220 | 0.08% | 0.09% | 838 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Axis Wealth Partners, LLC | History | New | 845 | 217 | 0.12% | — | 840 | +845 | New | Q1 2026 | Apr 24, 2026 |
| Brio Consultants, LLC | History | New | 748 | 216 | 0.03% | — | 844 | +748 | New | Q1 2026 | May 06, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 843 | 216 | 0.01% | 0.01% | 841 | +40 | 4.98% | Q1 2026 | May 14, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 842 | 216 | 0.01% | 0.01% | 842 | +1 | 0.12% | Q1 2026 | May 05, 2026 |
| Odyssey Capital Advisors, Inc. | History | No change | 840 | 216 | 0.19% | 0.21% | 843 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 836 | 215 | 0.02% | 0.02% | 845 | -2 | -0.24% | Q1 2026 | May 13, 2026 |
| SYNTAX RESEARCH, INC. | History | No change | 837 | 215 | 0.14% | 0.14% | 846 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | New | 832 | 214 | 0.02% | — | 848 | +832 | New | Q1 2026 | Apr 20, 2026 |
| CRA Financial Services, LLC | History | Added to | 833 | 214 | 0.03% | 0.03% | 847 | +9 | 1.09% | Q1 2026 | Apr 09, 2026 |
| October Effect Ltd | History | Reduced | 826 | 212 | 0.24% | 0.26% | 850 | -30 | -3.5% | Q1 2026 | Apr 21, 2026 |
| COURIER CAPITAL LLC | History | No change | 826 | 212 | 0.01% | 0.01% | 849 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Artesa Financial Group, LLC | History | Reduced | 823 | 211 | 0.2% | 0.34% | 852 | -350 | -29.84% | Q1 2026 | Apr 21, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 821 | 211 | 0.13% | 0.16% | 851 | -126 | -13.31% | Q1 2026 | Apr 21, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 735 | 210 | 0.0% | 0.0% | 854 | +100 | 15.75% | Q1 2026 | May 06, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 818 | 210 | 0.08% | 0.11% | 855 | +22 | 2.76% | Q1 2026 | May 15, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 818 | 210 | 0.01% | 0.01% | 856 | +10 | 1.24% | Q1 2026 | Apr 16, 2026 |
| SkyOak Wealth, LLC | History | No change | 817 | 210 | 0.04% | 0.04% | 853 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 804 | 206 | 0.09% | 0.14% | 859 | -372 | -31.63% | Q1 2026 | May 05, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 803 | 206 | 0.02% | 0.02% | 857 | +24 | 3.08% | Q1 2026 | May 04, 2026 |
| Park Place Capital Corp | History | Added to | 804 | 206 | 0.04% | 0.05% | 858 | +1 | 0.12% | Q1 2026 | Apr 09, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | New | 797 | 205 | 0.0% | — | 864 | +797 | New | Q1 2026 | May 13, 2026 |
| New Insight Wealth Advisors | History | Added to | 798 | 205 | 0.07% | 0.08% | 863 | +7 | 0.88% | Q1 2026 | May 07, 2026 |
| Capital Investment Advisors, LLC | History | No change | 798 | 205 | 0.0% | 0.0% | 860 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Colony Family Offices, LLC | History | No change | 799 | 205 | 0.05% | 0.06% | 861 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Armor Investment Advisors, LLC | History | No change | 800 | 205 | 0.07% | 0.08% | 862 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Daviman Financial, LLC | History | Reduced | 794 | 204 | 0.12% | 0.16% | 867 | -161 | -16.86% | Q1 2026 | Apr 23, 2026 |
| Planned Solutions, Inc. | History | No change | 793 | 204 | 0.07% | 0.07% | 865 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Lee-Kelleher Wealth Management | History | No change | 795 | 204 | 0.12% | 0.13% | 866 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Apella Capital, LLC | History | Reduced | 716 | 203 | 0.0% | 0.0% | 869 | -125 | -14.86% | Q1 2026 | Apr 20, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 791 | 203 | 0.02% | 0.02% | 868 | -2 | -0.25% | Q1 2026 | Apr 13, 2026 |
| Portside Wealth Group, LLC | History | New | 787 | 202 | 0.03% | — | 871 | +787 | New | Q1 2026 | May 12, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | New | 786 | 202 | 0.01% | — | 870 | +786 | New | Q1 2026 | May 12, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 780 | 200 | 0.17% | 0.17% | 872 | +40 | 5.41% | Q1 2026 | Apr 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 772 | 198 | 0.0% | 0.0% | 873 | -62 | -7.43% | Q1 2026 | Apr 07, 2026 |
| Financial Perspectives, Inc | History | No change | 770 | 198 | 0.06% | 0.06% | 874 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SouthState Bank Corp | History | Added to | 755 | 194 | 0.01% | 0.01% | 875 | +165 | 27.97% | Q1 2026 | May 05, 2026 |
| Bank of New Hampshire | History | No change | 745 | 191 | 0.04% | 0.05% | 876 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | Reduced | 713 | 183 | 0.01% | 0.01% | 877 | -213 | -23.0% | Q1 2026 | Apr 24, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 700 | 180 | 0.13% | 0.15% | 879 | -6 | -0.85% | Q1 2026 | Apr 29, 2026 |
| HARRIS ASSOCIATES L P | History | No change | 700 | 180 | 0.0% | 0.0% | 878 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 698 | 179 | 0.0% | 0.0% | 880 | -2,887 | -80.53% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 680 | 174 | 0.01% | 0.01% | 881 | -12 | -1.73% | Q1 2026 | May 05, 2026 |
| Legacy Bridge, LLC | History | No change | 656 | 168 | 0.06% | 0.07% | 882 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Monetary Solutions, Ltd | History | Added to | 619 | 159 | 0.15% | 0.14% | 883 | +122 | 24.55% | Q1 2026 | May 01, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 615 | 158 | 0.06% | 0.06% | 884 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| LRI Investments, LLC | History | No change | 615 | 158 | 0.01% | 0.01% | 885 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Synergy Investment Management, LLC | History | New | 613 | 157 | 0.05% | — | 886 | +613 | New | Q1 2026 | May 14, 2026 |
| Cordant, Inc. | History | No change | 604 | 155 | 0.06% | 0.07% | 887 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Reduced | 594 | 152 | 0.07% | 0.08% | 888 | -7 | -1.16% | Q1 2026 | May 15, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 583 | 150 | 0.03% | 0.03% | 889 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 565 | 145 | 0.05% | 0.07% | 890 | -229 | -28.84% | Q1 2026 | May 08, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 558 | 143 | 0.05% | 0.06% | 891 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 549 | 141 | 0.05% | 0.06% | 892 | +2 | 0.37% | Q1 2026 | Apr 17, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 532 | 139 | 0.07% | 0.09% | 893 | -65 | -10.89% | Q1 2026 | Apr 08, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 518 | 133 | 0.03% | 0.03% | 894 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 508 | 130 | 0.02% | 0.02% | 895 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Rossmore Private Capital | History | Added to | 500 | 128 | 0.01% | 0.0% | 898 | +350 | 233.33% | Q1 2026 | May 01, 2026 |
| Archer Investment Corp | History | Reduced | 501 | 128 | 0.03% | 0.04% | 900 | -192 | -27.71% | Q1 2026 | May 04, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 498 | 128 | 0.0% | 0.0% | 897 | +25 | 5.29% | Q1 2026 | May 11, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 498 | 128 | 0.05% | 0.05% | 899 | +11 | 2.26% | Q1 2026 | Apr 17, 2026 |
| Grove Bank & Trust | History | No change | 500 | 128 | 0.01% | 0.02% | 896 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Olistico Wealth, LLC | History | No change | 475 | 122 | 0.06% | 0.06% | 901 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 464 | 119 | 0.01% | 0.01% | 902 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Crewe Advisors LLC | History | No change | 458 | 117 | 0.01% | 0.01% | 903 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Rossby Financial, LCC | History | Added to | 441 | 114 | 0.02% | 0.02% | 904 | +166 | 60.36% | Q1 2026 | May 11, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 443 | 114 | 0.1% | 0.08% | 905 | +136 | 44.3% | Q1 2026 | May 08, 2026 |
| Bangor Savings Bank | History | No change | 440 | 113 | 0.01% | 0.01% | 906 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 435 | 111 | 0.03% | 0.0% | 907 | +375 | 625.0% | Q1 2026 | May 05, 2026 |
| Hickory Point Bank & Trust | History | New | 427 | 109 | 0.07% | — | 908 | +427 | New | Q1 2026 | Apr 03, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 412 | 106 | 0.03% | 0.03% | 909 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 405 | 104 | 0.09% | 0.1% | 911 | -3 | -0.74% | Q1 2026 | May 06, 2026 |
| Wagner Wealth Management, LLC | History | No change | 408 | 104 | 0.02% | 0.02% | 910 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 399 | 102 | 0.06% | 0.07% | 912 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 395 | 101 | 0.01% | 0.01% | 913 | +1 | 0.25% | Q1 2026 | May 06, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 385 | 99 | 0.05% | — | 914 | +385 | New | Q1 2026 | May 08, 2026 |
| North Star Investment Management Corp. | History | No change | 370 | 95 | 0.01% | 0.01% | 915 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| NBC SECURITIES, INC. | History | Added to | 366 | 94 | 0.01% | 0.01% | 916 | +100 | 37.59% | Q1 2026 | Apr 14, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 362 | 93 | 0.01% | 0.01% | 917 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TRUST CO OF VERMONT | History | No change | 333 | 92 | 0.0% | 0.0% | 918 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Align Financial, LLC | History | Reduced | 346 | 89 | 0.05% | 0.06% | 919 | -96,236 | -99.64% | Q1 2026 | May 08, 2026 |
| Beacon Financial Strategies CORP | History | No change | 338 | 86 | 0.05% | 0.05% | 920 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ascentis Independent Advisors | History | Reduced | 332 | 85 | 0.01% | 0.09% | 922 | -1,667 | -83.39% | Q1 2026 | Apr 28, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 330 | 85 | 0.0% | 0.0% | 921 | -50 | -13.16% | Q1 2026 | May 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 334 | 85 | 0.01% | 0.01% | 923 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 330 | 84 | 0.02% | 0.02% | 924 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 302 | 84 | 0.02% | 0.02% | 925 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 305 | 78 | 0.0% | 0.0% | 926 | +80 | 35.56% | Q1 2026 | May 06, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 293 | 75 | 0.02% | 0.02% | 927 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 300 | 74 | 0.0% | — | 928 | +300 | New | Q1 2026 | May 12, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 287 | 73 | 0.04% | 0.04% | 930 | +20 | 7.49% | Q1 2026 | May 12, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 284 | 73 | 0.0% | 0.0% | 929 | -5 | -1.73% | Q1 2026 | Apr 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 283 | 72 | 0.02% | 0.02% | 931 | +1 | 0.35% | Q1 2026 | May 01, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 279 | 71 | 0.02% | — | 932 | +279 | New | Q1 2026 | Apr 20, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 252 | 70 | 0.06% | 0.06% | 933 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 275 | 70 | 0.01% | 0.01% | 934 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Fairman Group, LLC | History | Added to | 269 | 69 | 0.06% | 0.06% | 935 | +1 | 0.37% | Q1 2026 | Apr 23, 2026 |
| Clean Yield Group | History | No change | 254 | 65 | 0.02% | 0.02% | 936 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Balentine LLC | History | No change | 253 | 65 | 0.0% | 0.0% | 937 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 249 | 64 | 0.01% | 0.01% | 938 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Bogart Wealth, LLC | History | No change | 248 | 63 | 0.0% | 0.0% | 939 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 240 | 62 | 0.02% | 0.02% | 940 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Motiv8 Investments LLC | History | No change | 220 | 61 | 0.03% | 0.03% | 941 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 230 | 59 | 0.01% | 0.01% | 942 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 220 | 56 | 0.01% | 0.52% | 943 | -15,810 | -98.63% | Q1 2026 | May 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 214 | 55 | 0.02% | 0.02% | 944 | -10 | -4.46% | Q1 2026 | Apr 09, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 211 | 54 | 0.0% | 0.0% | 946 | +5 | 2.43% | Q1 2026 | Apr 27, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 210 | 54 | 0.02% | 0.02% | 945 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Reduced | 207 | 53 | 0.02% | 0.02% | 947 | -1 | -0.48% | Q1 2026 | May 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 200 | 51 | 0.01% | — | 952 | +200 | New | Q1 2026 | May 08, 2026 |
| Strategic Advocates LLC | History | New | 199 | 51 | 0.23% | — | 951 | +199 | New | Q1 2026 | May 15, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 200 | 51 | 0.01% | 0.01% | 948 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 200 | 51 | 0.01% | 0.01% | 949 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 200 | 51 | 0.04% | 0.04% | 950 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Horizons Wealth Management | History | No change | 195 | 50 | 0.03% | 0.04% | 953 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Abound Wealth Management | History | Added to | 191 | 49 | 0.01% | 0.01% | 954 | +21 | 12.35% | Q1 2026 | Apr 10, 2026 |
| PlanVest Financial, Inc | History | New | 187 | 48 | 0.04% | — | 956 | +187 | New | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 185 | 48 | 0.0% | 0.0% | 955 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Coastline Trust Co | History | New | 183 | 47 | 0.0% | — | 960 | +183 | New | Q1 2026 | Apr 03, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 184 | 47 | 0.0% | 0.0% | 957 | +11 | 6.36% | Q1 2026 | May 13, 2026 |
| Winch Advisory Services, LLC | History | No change | 185 | 47 | 0.01% | 0.01% | 958 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 185 | 47 | 0.01% | 0.01% | 959 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Napier Financial, LLC | History | New | 180 | 46 | 0.01% | — | 961 | +180 | New | Q1 2026 | May 05, 2026 |
| GAMMA Investing LLC | History | No change | 178 | 45 | 0.0% | 0.0% | 962 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 171 | 44 | 0.01% | 0.01% | 963 | +30 | 21.28% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 168 | 43 | 0.0% | 0.0% | 966 | -1,667 | -90.84% | Q1 2026 | May 13, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 168 | 43 | 0.01% | 0.01% | 964 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 170 | 43 | 0.01% | 0.01% | 965 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 164 | 42 | 0.01% | 0.01% | 967 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 165 | 42 | 0.03% | 0.03% | 968 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Caitlin John, LLC | History | No change | 156 | 40 | 0.02% | 0.03% | 969 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EASTERN BANK | History | Reduced | 151 | 38 | 0.0% | 0.0% | 970 | -132 | -46.64% | Q1 2026 | Apr 07, 2026 |
| Clearstead Trust, LLC | History | No change | 150 | 38 | 0.01% | 0.01% | 971 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 147 | 37 | 0.0% | 0.0% | 972 | -10 | -6.37% | Q1 2026 | May 13, 2026 |
| Heritage Wealth Advisors | History | No change | 138 | 35 | 0.0% | 0.0% | 973 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Topsail Wealth Management, LLC | History | No change | 138 | 35 | 0.01% | 0.01% | 974 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cordgrass Capital Advisors, LLC | History | Reduced | 134 | 34 | 0.01% | 0.02% | 975 | -125 | -48.26% | Q1 2026 | May 07, 2026 |
| Wellington Grp LLC | History | New | 129 | 33 | 0.01% | — | 976 | +129 | New | Q1 2026 | May 22, 2026 |
| Field & Main Bank | History | Added to | 127 | 32 | 0.01% | 0.01% | 977 | +37 | 41.11% | Q1 2026 | Apr 10, 2026 |
| McIlrath & Eck, LLC | History | Added to | 123 | 31 | 0.0% | 0.0% | 978 | +1 | 0.82% | Q1 2026 | May 19, 2026 |
| Sunbelt Securities, Inc. | History | No change | 118 | 30 | 0.0% | 0.0% | 979 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EPG Wealth Management LLC | History | No change | 119 | 30 | 0.01% | 0.01% | 980 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Dunhill Financial, LLC | History | Added to | 114 | 29 | 0.01% | 0.0% | 982 | +81 | 245.45% | Q1 2026 | May 06, 2026 |
| Johnson Financial Group, Inc. | History | No change | 113 | 29 | 0.0% | 0.0% | 981 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 110 | 28 | 0.0% | — | 985 | +110 | New | Q1 2026 | May 06, 2026 |
| Founders Capital Management | History | No change | 110 | 28 | 0.01% | 0.02% | 983 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Roxbury Financial LLC | History | No change | 110 | 28 | 0.03% | 0.03% | 984 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Reduced | 106 | 27 | 0.01% | 0.02% | 986 | -67 | -38.73% | Q1 2026 | May 14, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 102 | 26 | 0.01% | 0.02% | 987 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DAGCO, INC. | History | No change | 100 | 25 | 0.01% | 0.01% | 988 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Kentucky Trust Co | History | No change | 100 | 25 | 0.01% | 0.01% | 989 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Blue Trust, Inc. | History | Reduced | 97 | 24 | 0.0% | 0.0% | 991 | -12 | -11.01% | Q1 2026 | Apr 20, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 95 | 24 | 0.0% | 0.0% | 990 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| TopTier Wealth Management, LLC | History | New | 90 | 23 | 0.01% | — | 994 | +90 | New | Q1 2026 | May 05, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 88 | 23 | 0.02% | 0.02% | 992 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Anfield Capital Management, LLC | History | No change | 91 | 23 | 0.01% | 0.01% | 993 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 77 | 22 | 0.0% | 0.0% | 997 | +1 | 1.32% | Q1 2026 | May 06, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 89 | 22 | 0.0% | 0.0% | 995 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Center for Financial Planning, Inc. | History | No change | 88 | 22 | 0.0% | 0.0% | 996 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| IMG Wealth Management, Inc. | History | No change | 81 | 20 | 0.01% | 0.01% | 998 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 68 | 17 | 0.0% | 0.92% | 1000 | -13,531 | -99.5% | Q1 2026 | May 08, 2026 |
| Financial Life Planners | History | New | 67 | 17 | 0.01% | — | 1003 | +67 | New | Q1 2026 | Apr 24, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 68 | 17 | 0.01% | 0.01% | 999 | -3 | -4.23% | Q1 2026 | May 08, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 69 | 17 | 0.02% | 0.02% | 1001 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Strive Financial Group ,LLC | History | No change | 68 | 17 | 0.01% | 0.01% | 1002 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 62 | 15 | 0.0% | 0.0% | 1004 | -6 | -8.82% | Q1 2026 | May 13, 2026 |
| Independence Bank of Kentucky | History | No change | 55 | 14 | 0.0% | 0.0% | 1005 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Paladin Advisory Group, LLC | History | No change | 57 | 14 | 0.01% | 0.01% | 1006 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| United Financial Planning Group LLC | History | No change | 56 | 14 | 0.01% | 0.01% | 1007 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 50 | 12 | 0.0% | — | 1013 | +50 | New | Q1 2026 | Apr 14, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 50 | 12 | 0.01% | 0.02% | 1012 | -28 | -35.9% | Q1 2026 | Apr 22, 2026 |
| Pacific Center for Financial Services | History | Reduced | 48 | 12 | 0.0% | 0.0% | 1009 | -7 | -12.73% | Q1 2026 | May 12, 2026 |
| HOWE & RUSLING INC | History | No change | 50 | 12 | 0.0% | 0.0% | 1008 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 48 | 12 | 0.0% | 0.0% | 1010 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Planning Project LLC | History | No change | 45 | 12 | 0.0% | 0.0% | 1011 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | History | No change | 46 | 11 | 0.0% | 0.0% | 1014 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SHP Wealth Management | History | No change | 43 | 11 | 0.0% | 0.0% | 1015 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Nemes Rush Group LLC | History | Reduced | 39 | 10 | 0.0% | 0.0% | 1017 | -9 | -18.75% | Q1 2026 | Apr 21, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 41 | 10 | 0.0% | 0.0% | 1016 | +6 | 17.14% | Q1 2026 | Apr 14, 2026 |
| Signature Equity Partners, LLC | History | No change | 42 | 10 | 0.01% | 0.01% | 1018 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 38 | 9 | 0.0% | 0.01% | 1023 | +1 | 2.7% | Q1 2026 | May 01, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 35 | 9 | 0.0% | 0.0% | 1019 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 37 | 9 | 0.0% | 0.0% | 1020 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Avalon Trust Co | History | No change | 37 | 9 | 0.0% | 0.0% | 1021 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 37 | 9 | 0.01% | 0.01% | 1022 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HFM Investment Advisors, LLC | History | No change | 35 | 9 | 0.0% | 0.0% | 1024 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 34 | 8 | 0.0% | 0.0% | 1025 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MASECO LLP | History | No change | 33 | 8 | 0.0% | 0.0% | 1026 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Wells Financial Advisors INC | History | Reduced | 29 | 7 | 0.03% | 0.66% | 1031 | -1,217 | -97.67% | Q1 2026 | May 07, 2026 |
| Advanced Asset Management Advisors Inc | History | No change | 28 | 7 | 0.0% | 0.0% | 1027 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 31 | 7 | 0.0% | 0.0% | 1028 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Golden State Wealth Management, LLC | History | No change | 28 | 7 | 0.0% | 0.0% | 1029 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BALLAST ADVISORS LLC | History | No change | 26 | 7 | 0.0% | 0.0% | 1030 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 27 | 7 | 0.0% | 0.0% | 1032 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 31 | 7 | 0.0% | 0.0% | 1033 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Aventura Private Wealth, LLC | History | No change | 30 | 7 | 0.0% | 0.0% | 1034 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Eukles Asset Management | History | Reduced | 24 | 6 | 0.0% | 0.02% | 1036 | -157 | -86.74% | Q1 2026 | May 05, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 27 | 6 | 0.0% | 0.02% | 1038 | -154 | -85.08% | Q1 2026 | Apr 08, 2026 |
| Ascentis Wealth Management, LLC | History | New | 25 | 6 | 0.0% | — | 1039 | +25 | New | Q1 2026 | Apr 28, 2026 |
| Ancora Advisors LLC | History | No change | 25 | 6 | 0.0% | 0.0% | 1035 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ORG Partners LLC | History | No change | 25 | 6 | 0.0% | 0.0% | 1037 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 21 | 5 | 0.0% | — | 1041 | +21 | New | Q1 2026 | May 14, 2026 |
| Davis Capital Management | History | No change | 20 | 5 | 0.0% | 0.0% | 1040 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Providence Capital Advisors, LLC | History | Reduced | 18 | 4 | 0.0% | 0.0% | 1042 | -73 | -80.22% | Q1 2026 | May 14, 2026 |
| Coston, McIsaac & Partners | History | No change | 19 | 4 | 0.0% | 0.0% | 1043 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 12 | 3 | 0.0% | — | 1049 | +12 | New | Q1 2026 | Apr 24, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 12 | 3 | 0.0% | — | 1050 | +12 | New | Q1 2026 | May 12, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 12 | 3 | 0.0% | 0.0% | 1047 | -11 | -47.83% | Q1 2026 | May 11, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 13 | 3 | 0.0% | 0.0% | 1044 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| NVWM, LLC | History | No change | 15 | 3 | 0.0% | 0.0% | 1045 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Costello Asset Management, INC | History | No change | 15 | 3 | 0.0% | 0.0% | 1046 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 15 | 3 | 0.0% | 0.0% | 1048 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Magnolia Wealth Management, LLC | History | New | 11 | 2 | 0.0% | — | 1056 | +11 | New | Q1 2026 | May 06, 2026 |
| Clark Wealth Partners | History | New | 10 | 2 | 0.0% | — | 1057 | +10 | New | Q1 2026 | May 11, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 10 | 2 | 0.0% | — | 1058 | +10 | New | Q1 2026 | May 15, 2026 |
| HM PAYSON & CO | History | New | 8 | 2 | 0.0% | — | 1055 | +8 | New | Q1 2026 | Apr 13, 2026 |
| Global Trust Asset Management, LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 1051 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 11 | 2 | 0.0% | 0.0% | 1052 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 8 | 2 | 0.0% | 0.0% | 1053 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 1054 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Key Capital Management, INC | History | New | 7 | 1 | 0.0% | — | 1067 | +7 | New | Q1 2026 | May 07, 2026 |
| CAPITAL & PLANNING, LLC | History | New | 6 | 1 | 0.0% | — | 1066 | +6 | New | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 1059 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Avion Wealth | History | No change | 5 | 1 | 0.0% | 0.0% | 1060 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 5 | 1 | 0.0% | 0.0% | 1061 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Gould Capital, LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 1062 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Register Financial Advisors LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 1063 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 7 | 1 | 0.0% | 0.0% | 1064 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Bernard Wealth Management Corp. | History | No change | 4 | 1 | 0.0% | 0.0% | 1065 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -37,660 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Capital Investment Counsel, LLC | History | Closed out | 0 | 0 | — | 0.96% | — | -24,652 | -100.0% | Q1 2026 | Apr 23, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 2.0% | — | -20,054 | -100.0% | Q1 2026 | Apr 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -14,198 | -100.0% | Q1 2026 | Apr 23, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,955 | -100.0% | Q1 2026 | May 15, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.27% | — | -10,807 | -100.0% | Q1 2026 | Apr 24, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -10,661 | -100.0% | Q1 2026 | May 12, 2026 |
| Westwood Wealth Management | History | Closed out | 0 | 0 | — | 1.85% | — | -8,828 | -100.0% | Q1 2026 | May 11, 2026 |
| Base Wealth Management LLC | History | Closed out | 0 | 0 | — | 1.31% | — | -8,746 | -100.0% | Q1 2026 | Apr 29, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.81% | — | -8,000 | -100.0% | Q1 2026 | May 12, 2026 |
| Silver Lake Advisory, LLC | History | Closed out | 0 | 0 | — | 0.8% | — | -7,389 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.22% | — | -7,111 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Berkshire Money Management, Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -6,200 | -100.0% | Q1 2026 | Apr 21, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Royal Fund Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,701 | -100.0% | Q1 2026 | May 19, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -4,000 | -100.0% | Q1 2026 | May 01, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -3,013 | -100.0% | Q1 2026 | May 12, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,003 | -100.0% | Q1 2026 | May 13, 2026 |
| Tudor Financial Inc. | History | Closed out | 0 | 0 | — | 0.42% | — | -2,916 | -100.0% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,310 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Axecap Investments, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -2,053 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Collaborative Wealth Managment Inc. | History | Closed out | 0 | 0 | — | 0.2% | — | -2,029 | -100.0% | Q1 2026 | May 05, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,851 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Howard Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,828 | -100.0% | Q1 2026 | May 05, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,559 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Valmark Advisers, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,503 | -100.0% | Q1 2026 | May 01, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,281 | -100.0% | Q1 2026 | May 20, 2026 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -1,278 | -100.0% | Q1 2026 | May 13, 2026 |
| Leading Edge Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,249 | -100.0% | Q1 2026 | May 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,213 | -100.0% | Q1 2026 | Apr 27, 2026 |
| New Hampshire Trust | History | Closed out | 0 | 0 | — | 0.07% | — | -1,212 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Balboa Wealth Partners | History | Closed out | 0 | 0 | — | 0.06% | — | -1,197 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Refined Wealth Management | History | Closed out | 0 | 0 | — | 0.21% | — | -1,143 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Snider Financial Group | History | Closed out | 0 | 0 | — | 0.08% | — | -1,061 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Clark Capital Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,012 | -100.0% | Q1 2026 | May 15, 2026 |
| William Mack & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -999 | -100.0% | Q1 2026 | Apr 14, 2026 |
| WATERS PARKERSON & CO., LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -976 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Evanson Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -934 | -100.0% | Q1 2026 | Apr 08, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -918 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Shade Tree Advisors LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -898 | -100.0% | Q1 2026 | May 12, 2026 |
| GREENLEAF TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -889 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -882 | -100.0% | Q1 2026 | May 01, 2026 |
| Segment Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -860 | -100.0% | Q1 2026 | Apr 20, 2026 |
| PINNACLE ASSOCIATES LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -850 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Monument Group Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -802 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Northwest Bancshares, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -793 | -100.0% | Q1 2026 | May 12, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -780 | -100.0% | Q1 2026 | Apr 15, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -764 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Mayflower Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -751 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Coastal Bridge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -750 | -100.0% | Q1 2026 | May 14, 2026 |
| Advisory Advocates, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -749 | -100.0% | Q1 2026 | May 05, 2026 |
| Gilman Hill Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -747 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Manske Wealth Management | History | Closed out | 0 | 0 | — | 0.06% | — | -743 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Westbourne Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -741 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -739 | -100.0% | Q1 2026 | May 14, 2026 |
| United Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -737 | -100.0% | Q1 2026 | Apr 17, 2026 |
| SWP FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -734 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -732 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Verity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -728 | -100.0% | Q1 2026 | Apr 21, 2026 |
| FULTON BANK, N.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -724 | -100.0% | Q1 2026 | Apr 24, 2026 |
| ELLERSON GROUP INC /ADV | History | Closed out | 0 | 0 | — | 0.14% | — | -720 | -100.0% | Q1 2026 | May 04, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.02% | — | -458 | -100.0% | Q1 2026 | May 01, 2026 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -383 | -100.0% | Q1 2026 | May 14, 2026 |
| Peck Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -300 | -100.0% | Q1 2026 | May 13, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -242 | -100.0% | Q1 2026 | May 04, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -238 | -100.0% | Q1 2026 | May 06, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -136 | -100.0% | Q1 2026 | May 15, 2026 |
| Alexis Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -109 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Acumen Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -105 | -100.0% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -97 | -100.0% | Q1 2026 | May 06, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -82 | -100.0% | Q1 2026 | Apr 29, 2026 |
| American Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -70 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Cardinal Strategic Wealth Guidance | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q1 2026 | Apr 20, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q1 2026 | May 04, 2026 |
| GODSEY & GIBB, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q1 2026 | May 15, 2026 |
| Sound Financial Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q1 2026 | May 08, 2026 |
| Capital Investment Counsel, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -5 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Creative Capital Management Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -4 | -100.0% | Q1 2026 | May 13, 2026 |
| IAG Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 21, 2026 |
| PROTECTIVE LIFE CORP | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 13, 2026 |
| Kozak & Associates, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 14, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Activest Wealth Management | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 15, 2026 |
| MidFirst Bank | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |