VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - VT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Rakuten Investment Management, Inc. | History | Added to | 31,010,194 | 4,260,180 | 8.66% | 7.17% | 1 | +15,505,097 | 100.0% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Added to | 8,804,241 | 1,217,802 | 0.07% | 0.06% | 2 | +2,155,099 | 32.41% | Q1 2026 | May 15, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 8,608,960 | 1,190,791 | 18.88% | 18.57% | 3 | +508,466 | 6.28% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 5,369,493 | 742,708 | 0.05% | 0.03% | 4 | +2,196,829 | 69.24% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 4,671,484 | 646,159 | 0.1% | 0.04% | 5 | +3,124,660 | 202.0% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Added to | 4,548,650 | 629,210 | 0.76% | 0.7% | 6 | +310,719 | 7.33% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,115,492 | 569,254 | 0.15% | 0.07% | 7 | +2,460,108 | 148.61% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 3,719,500 | 514,481 | 0.07% | 0.01% | 8 | +3,059,809 | 463.82% | Q1 2026 | May 12, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 2,983,473 | 400,352 | 0.33% | 0.4% | 9 | -762,439 | -20.35% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 2,485,624 | 343,811 | 0.05% | 0.05% | 10 | -35,893 | -1.42% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,312,323 | 319,840 | 0.2% | 0.21% | 11 | +2,064 | 0.09% | Q1 2026 | May 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,304,753 | 318,794 | 0.06% | 0.05% | 12 | +102,431 | 4.65% | Q1 2026 | May 15, 2026 |
| BRANDYWINE TRUST CO | History | Added to | 2,071,874 | 286,581 | 51.94% | 49.65% | 13 | +64,091 | 3.19% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 1,478,809 | 208,600 | 0.07% | 0.08% | 14 | -228,435 | -13.38% | Q1 2026 | May 15, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 1,472,738 | 203,709 | 11.08% | 11.11% | 15 | +43,807 | 3.07% | Q1 2026 | May 06, 2026 |
| SCS Capital Management LLC | History | Added to | 1,232,397 | 170,465 | 1.81% | 1.1% | 16 | +497,645 | 67.73% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 1,219,829 | 168,726 | 0.04% | 0.04% | 17 | +76,624 | 6.7% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,200,129 | 166,001 | 0.03% | 0.03% | 18 | -8,710 | -0.72% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Reduced | 1,103,217 | 152,596 | 0.25% | 0.31% | 19 | -3,852 | -0.35% | Q1 2026 | May 15, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Reduced | 1,100,000 | 152,152 | 5.57% | 7.51% | 20 | -495,000 | -31.03% | Q1 2026 | May 06, 2026 |
| BROWN ADVISORY INC | History | Added to | 1,025,373 | 141,829 | 0.23% | 0.18% | 21 | +105,095 | 11.42% | Q1 2026 | May 15, 2026 |
| Global Endowment Management, LP | History | Added to | 1,018,695 | 140,906 | 15.72% | 5.8% | 22 | +689,524 | 209.47% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,000,602 | 138,403 | 0.25% | 0.26% | 23 | -25,141 | -2.45% | Q1 2026 | May 14, 2026 |
| Vernal Point Advisors, LLC | History | Added to | 912,923 | 126,275 | 51.34% | 52.24% | 24 | +14,814 | 1.65% | Q1 2026 | May 14, 2026 |
| DC Investments Management, LLC | History | Added to | 885,102 | 122,427 | 46.87% | 51.95% | 25 | +52,356 | 6.29% | Q1 2026 | May 14, 2026 |
| NEPC LLC | History | Reduced | 881,834 | 121,975 | 2.43% | 2.8% | 26 | -48,942 | -5.26% | Q1 2026 | May 15, 2026 |
| BARINGS LLC | History | Reduced | 866,336 | 119,831 | 1.93% | 2.3% | 27 | -18,520 | -2.09% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Added to | 848,100 | 117,309 | 0.12% | 0.12% | 28 | +81,021 | 10.56% | Q1 2026 | May 13, 2026 |
| Cerity Partners OCIO LLC | History | Reduced | 839,995 | 116,188 | 6.97% | 12.46% | 29 | -757,003 | -47.4% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 835,703 | 115,594 | 0.04% | 0.06% | 30 | -490,874 | -37.0% | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 791,922 | 109,538 | 3.0% | 2.85% | 31 | +7,305 | 0.93% | Q1 2026 | Apr 27, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 791,069 | 109,420 | 0.47% | 0.49% | 32 | -32,113 | -3.9% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 775,419 | 107,255 | 0.02% | 0.01% | 33 | +409,380 | 111.84% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 772,787 | 106,684 | 0.12% | 0.12% | 34 | +79,707 | 11.5% | Q1 2026 | May 13, 2026 |
| Madrone Advisors, LLC | History | Added to | 751,043 | 103,884 | 10.11% | 6.07% | 35 | +55,150 | 7.93% | Q1 2026 | May 14, 2026 |
| Zhang Financial LLC | History | Added to | 723,873 | 100,126 | 3.46% | 3.77% | 36 | +6,895 | 0.96% | Q1 2026 | May 06, 2026 |
| Permanent Capital Management, LP | History | Added to | 643,393 | 97,281 | 15.13% | 0.39% | 37 | +629,048 | 4385.14% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 677,819 | 93,746 | 0.02% | 0.02% | 38 | -429 | -0.06% | Q1 2026 | May 15, 2026 |
| Wind River Trust Co | History | Reduced | 626,805 | 86,699 | 32.7% | 33.57% | 39 | -10,532 | -1.65% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 616,834 | 85,320 | 0.12% | 0.13% | 40 | +7,110 | 1.17% | Q1 2026 | May 15, 2026 |
| TIFF ADVISORY SERVICES, LLC | History | Added to | 614,236 | 84,961 | 19.15% | 14.68% | 41 | +9,516 | 1.57% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 655,991 | 83,819 | 0.12% | 0.13% | 42 | -32,622 | -4.74% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 594,703 | 82,259 | 0.09% | 0.09% | 43 | +16,690 | 2.89% | Q1 2026 | May 05, 2026 |
| Sageworth Trust Co | History | Reduced | 575,257 | 79,569 | 3.42% | 3.51% | 44 | -4,970 | -0.86% | Q1 2026 | Apr 29, 2026 |
| Allianz Asset Management GmbH | History | Added to | 567,130 | 78,445 | 0.08% | 0.08% | 45 | +16,160 | 2.93% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 560,011 | 77,460 | 0.01% | 0.01% | 46 | -106,161 | -15.94% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 486,716 | 72,491 | 1.29% | — | 47 | +486,716 | New | Q1 2026 | May 01, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 519,204 | 71,816 | 0.7% | 0.73% | 48 | -10,112 | -1.91% | Q1 2026 | May 08, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 493,679 | 68,285 | 2.57% | 3.01% | 49 | -78,627 | -13.74% | Q1 2026 | May 12, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 487,491 | 67,429 | 1.05% | 1.23% | 50 | -15,692 | -3.12% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 497,680 | 66,997 | 0.03% | 0.03% | 51 | +199,468 | 66.89% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 496,657 | 66,646 | 0.0% | 0.0% | 52 | -12,462 | -2.45% | Q1 2026 | May 13, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 481,063 | 66,540 | 1.2% | 1.26% | 53 | +2,874 | 0.6% | Q1 2026 | May 14, 2026 |
| Inscription Capital, LLC | History | Reduced | 465,202 | 64,346 | 6.77% | 7.2% | 54 | -31,728 | -6.38% | Q1 2026 | Apr 20, 2026 |
| TLT Family Holdco ULC | History | No change | 451,000 | 62,382 | 8.62% | 6.98% | 55 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 439,739 | 60,824 | 0.34% | 0.34% | 56 | -13,068 | -2.89% | Q1 2026 | Apr 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 436,558 | 60,384 | 0.08% | 0.09% | 57 | -35,967 | -7.61% | Q1 2026 | Apr 27, 2026 |
| PRUDENTIAL PLC | History | Added to | 435,400 | 60,224 | 0.35% | 0.16% | 58 | +291,700 | 202.99% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 397,476 | 55,225 | 0.06% | 0.06% | 59 | +14,626 | 3.82% | Q1 2026 | May 14, 2026 |
| Yarbrough Capital, LLC | History | No change | 390,377 | 53,996 | 1.89% | 1.71% | 60 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BIP Wealth, LLC | History | Reduced | 379,038 | 52,428 | 2.13% | 2.01% | 61 | -25,408 | -6.28% | Q1 2026 | Apr 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 378,997 | 52,422 | 0.07% | 0.07% | 62 | +5,992 | 1.61% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Added to | 377,047 | 52,153 | 0.04% | 0.04% | 63 | +8,261 | 2.24% | Q1 2026 | May 12, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 373,335 | 51,639 | 2.5% | 2.71% | 64 | +3,270 | 0.88% | Q1 2026 | May 15, 2026 |
| Alta Advisers Ltd | History | Added to | 490,210 | 51,418 | 18.6% | 15.72% | 65 | +76,599 | 18.52% | Q1 2026 | May 07, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 365,960 | 50,619 | 1.1% | 0.97% | 66 | +34,172 | 10.3% | Q1 2026 | May 15, 2026 |
| BRIGHTON JONES LLC | History | Added to | 328,705 | 45,466 | 1.92% | 1.64% | 67 | +13,498 | 4.28% | Q1 2026 | Apr 28, 2026 |
| WJ Interests, LLC | History | Added to | 300,756 | 41,600 | 15.98% | 17.36% | 68 | +14,679 | 5.13% | Q1 2026 | Apr 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 291,889 | 40,374 | 0.11% | 0.1% | 69 | +10,410 | 3.7% | Q1 2026 | May 04, 2026 |
| Prentice Wealth Management LLC | History | Added to | 282,629 | 39,093 | 8.82% | 9.05% | 70 | +1,947 | 0.69% | Q1 2026 | Apr 17, 2026 |
| UNIVERSITY OF CHICAGO | History | Added to | 280,584 | 38,810 | 12.0% | 16.31% | 71 | +41,547 | 17.38% | Q1 2026 | May 07, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 277,111 | 38,329 | 0.01% | 0.09% | 72 | +59,062 | 27.09% | Q1 2026 | May 04, 2026 |
| BlackRock, Inc. | History | Reduced | 274,285 | 37,939 | 0.0% | 0.0% | 73 | -167,495 | -37.91% | Q1 2026 | May 13, 2026 |
| THREADGILL FINANCIAL, LLC | History | Added to | 270,708 | 37,444 | 10.88% | 12.32% | 74 | +58,702 | 27.69% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 249,066 | 34,450 | 0.0% | 0.0% | 75 | +141,366 | 131.26% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 245,838 | 34,004 | 0.38% | 0.0% | 76 | +244,373 | 16680.75% | Q1 2026 | May 15, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 245,038 | 33,893 | 1.55% | 1.56% | 77 | -8,295 | -3.27% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 243,788 | 33,725 | 0.05% | 0.05% | 78 | -1,169 | -0.48% | Q1 2026 | May 15, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 242,000 | 33,473 | 0.23% | 0.37% | 79 | -129,400 | -34.84% | Q1 2026 | May 14, 2026 |
| Ethos Financial Group, LLC | History | Added to | 239,483 | 33,119 | 2.42% | 2.24% | 80 | +24,195 | 11.24% | Q1 2026 | May 05, 2026 |
| BESSEMER GROUP INC | History | Reduced | 236,329 | 32,689 | 0.05% | 0.05% | 81 | -5,585 | -2.31% | Q1 2026 | May 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 232,912 | 32,216 | 0.75% | 0.01% | 82 | +231,447 | 15798.43% | Q1 2026 | Apr 27, 2026 |
| TSG Advice Partners, LLC | History | Added to | 228,011 | 31,538 | 4.73% | 0.1% | 83 | +223,408 | 4853.53% | Q1 2026 | Apr 24, 2026 |
| Topor & Co. Korea | History | Reduced | 225,933 | 31,251 | 26.43% | 28.37% | 84 | -40,982 | -15.35% | Q1 2026 | Apr 27, 2026 |
| Accredited Investors Inc. | History | Added to | 225,310 | 31,164 | 1.68% | 1.48% | 85 | +28,215 | 14.32% | Q1 2026 | Apr 30, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 222,710 | 30,805 | 3.96% | 3.89% | 86 | +20,849 | 10.33% | Q1 2026 | Apr 27, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Added to | 217,936 | 30,144 | 11.39% | 11.21% | 87 | +3,581 | 1.67% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 212,296 | 29,408 | 0.15% | 0.13% | 88 | +34,262 | 19.24% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | Added to | 207,167 | 28,655 | 0.29% | 0.3% | 89 | +890 | 0.43% | Q1 2026 | Apr 13, 2026 |
| Proficio Capital Partners LLC | History | New | 206,150 | 28,514 | 1.52% | — | 90 | +206,150 | New | Q1 2026 | May 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 205,920 | 28,482 | 0.46% | 0.55% | 91 | +14,912 | 7.81% | Q1 2026 | Apr 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 203,662 | 28,171 | 0.07% | 0.07% | 92 | +14,547 | 7.69% | Q1 2026 | Apr 30, 2026 |
| Bank of New York Mellon Corp | History | Added to | 201,230 | 27,834 | 0.01% | 0.0% | 93 | +26,544 | 15.2% | Q1 2026 | May 05, 2026 |
| Compass Advisory Group LLC | History | Added to | 200,956 | 27,796 | 7.44% | 7.17% | 94 | +12,836 | 6.82% | Q1 2026 | Apr 21, 2026 |
| GoalFusion Wealth Management, LLC | History | Added to | 200,854 | 27,782 | 12.6% | 12.99% | 95 | +1,698 | 0.85% | Q1 2026 | Apr 14, 2026 |
| Amitell Capital Pte Ltd | History | Added to | 197,749 | 27,352 | 43.85% | 15.38% | 96 | +100,209 | 102.74% | Q1 2026 | May 11, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 195,901 | 27,096 | 0.39% | 0.36% | 97 | +46,823 | 31.41% | Q1 2026 | May 12, 2026 |
| Fisher Asset Management, LLC | History | Added to | 195,069 | 26,982 | 0.01% | 0.01% | 98 | +16,807 | 9.43% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 192,069 | 26,566 | 0.05% | 0.04% | 99 | +98,382 | 105.01% | Q1 2026 | May 01, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 190,079 | 26,291 | 0.32% | 0.34% | 100 | +1,728 | 0.92% | Q1 2026 | May 08, 2026 |
| Lanham O'Dell & Company, Inc. | History | No change | 183,744 | 25,918 | 7.46% | 7.46% | 101 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Addison Capital Co | History | Added to | 185,084 | 25,600 | 4.55% | 2.2% | 102 | +122,635 | 196.38% | Q1 2026 | Apr 29, 2026 |
| Clearstead Advisors, LLC | History | Added to | 178,195 | 24,647 | 0.23% | 0.3% | 103 | +7,127 | 4.17% | Q1 2026 | May 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 176,898 | 24,468 | 0.02% | 0.02% | 104 | +6,075 | 3.56% | Q1 2026 | May 12, 2026 |
| Wealth Architects, LLC | History | Added to | 169,384 | 23,429 | 2.09% | 2.11% | 105 | +3,068 | 1.84% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 166,865 | 23,080 | 0.05% | 0.04% | 106 | +32,034 | 23.76% | Q1 2026 | May 05, 2026 |
| Heritage Wealth Advisors | History | Reduced | 164,781 | 22,792 | 0.89% | 0.96% | 107 | -13,565 | -7.61% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 162,433 | 22,467 | 0.03% | 0.02% | 108 | +58,874 | 56.85% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 162,111 | 22,423 | 0.11% | 0.11% | 109 | +190 | 0.12% | Q1 2026 | Apr 24, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 160,105 | 22,145 | 0.17% | 0.18% | 110 | +1,870 | 1.18% | Q1 2026 | May 01, 2026 |
| Lido Advisors, LLC | History | Reduced | 158,191 | 21,630 | 0.07% | 0.07% | 111 | -15,591 | -8.97% | Q1 2026 | May 13, 2026 |
| Evelyn Partners Asset Management Ltd | History | Reduced | 155,886 | 21,562 | 5.31% | 5.4% | 112 | -7,183 | -4.4% | Q1 2026 | May 15, 2026 |
| Intelligent Financial Strategies | History | Reduced | 155,814 | 21,552 | 11.23% | 11.19% | 113 | -9,201 | -5.58% | Q1 2026 | Apr 28, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 155,026 | 21,443 | 0.16% | 0.17% | 114 | -275 | -0.18% | Q1 2026 | May 12, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 153,720 | 21,262 | 0.06% | 0.14% | 115 | -210,683 | -57.82% | Q1 2026 | May 05, 2026 |
| Weil Company, Inc. | History | Reduced | 150,664 | 20,839 | 4.68% | 6.13% | 116 | -38,172 | -20.21% | Q1 2026 | Apr 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 146,707 | 20,694 | 0.1% | 0.1% | 117 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 148,255 | 20,506 | 0.0% | 0.0% | 118 | +40,553 | 37.65% | Q1 2026 | May 15, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 144,738 | 20,020 | 3.36% | 1.8% | 119 | +68,990 | 91.08% | Q1 2026 | Apr 21, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 144,690 | 20,013 | 4.23% | 4.23% | 120 | +4,283 | 3.05% | Q1 2026 | May 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 141,393 | 19,557 | 0.03% | 0.02% | 121 | +37,999 | 36.75% | Q1 2026 | May 13, 2026 |
| St. Louis Trust Co | History | Reduced | 140,924 | 19,492 | 2.28% | 2.28% | 122 | -59 | -0.04% | Q1 2026 | May 14, 2026 |
| Evanson Asset Management, LLC | History | Added to | 137,354 | 18,998 | 1.02% | 1.04% | 123 | +323 | 0.24% | Q1 2026 | Apr 08, 2026 |
| VANGUARD GROUP INC | History | No change | 128,295 | 18,097 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 134,512 | 18,050 | 0.65% | 0.64% | 125 | +14,788 | 12.35% | Q1 2026 | May 15, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 130,162 | 18,004 | 2.54% | 4.45% | 126 | -40,557 | -23.76% | Q1 2026 | Apr 20, 2026 |
| Jasper Ridge Partners, L.P. | History | Added to | 129,979 | 17,978 | 0.4% | 0.31% | 127 | +30,373 | 30.49% | Q1 2026 | May 11, 2026 |
| Legal & General Group Plc | History | Added to | 128,257 | 17,740 | 0.0% | 0.0% | 128 | +312 | 0.24% | Q1 2026 | May 08, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Reduced | 127,050 | 17,577 | 9.41% | 10.16% | 129 | -6,568 | -4.92% | Q1 2026 | Apr 20, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 123,629 | 17,100 | 1.05% | 0.82% | 130 | +3,338 | 2.77% | Q1 2026 | Apr 28, 2026 |
| Systelligence, LLC | History | Reduced | 119,894 | 16,583 | 3.22% | 3.78% | 131 | -20,860 | -14.82% | Q1 2026 | Apr 21, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 117,634 | 16,271 | 0.09% | 0.1% | 132 | +15,964 | 15.7% | Q1 2026 | May 15, 2026 |
| Rathbones Group PLC | History | Added to | 116,876 | 16,166 | 0.07% | 0.06% | 133 | +17,237 | 17.3% | Q1 2026 | May 12, 2026 |
| Red Wave Investments LLC | History | Reduced | 116,591 | 16,126 | 4.82% | 5.19% | 134 | -7,018 | -5.68% | Q1 2026 | May 08, 2026 |
| Gotham Asset Management, LLC | History | Added to | 116,196 | 16,072 | 0.05% | 0.05% | 135 | +20,211 | 21.06% | Q1 2026 | May 15, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | Added to | 116,001 | 16,045 | 4.69% | 4.35% | 136 | +10,679 | 10.14% | Q1 2026 | May 01, 2026 |
| Vanguard National Trust Co | History | New | 114,948 | 15,899 | 1.0% | — | 137 | +114,948 | New | Q1 2026 | May 08, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 114,199 | 15,795 | 1.82% | 2.02% | 138 | -660 | -0.57% | Q1 2026 | May 08, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 114,060 | 15,776 | 10.3% | 12.65% | 139 | -29,543 | -20.57% | Q1 2026 | Apr 21, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 98,439 | 15,297 | 0.91% | 0.88% | 140 | +3,966 | 4.2% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 109,484 | 15,149 | 0.15% | 0.15% | 141 | +13,501 | 14.07% | Q1 2026 | May 12, 2026 |
| M&T BANK CORP | History | Reduced | 107,529 | 14,873 | 0.05% | 0.05% | 142 | -9,375 | -8.02% | Q1 2026 | May 12, 2026 |
| SummitTX Capital, L.P. | History | Added to | 106,318 | 14,705 | 0.46% | 0.43% | 143 | +5,408 | 5.36% | Q1 2026 | May 15, 2026 |
| Three Bridge Wealth Advisors, LLC | History | No change | 105,364 | 14,573 | 4.0% | 3.92% | 144 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BERNZOTT CAPITAL ADVISORS | History | Reduced | 105,058 | 14,531 | 6.96% | 10.34% | 145 | -49,066 | -31.84% | Q1 2026 | Apr 30, 2026 |
| DORVAL Corp | History | Reduced | 104,826 | 14,499 | 4.5% | 5.3% | 146 | -12,979 | -11.02% | Q1 2026 | Apr 22, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 103,305 | 14,289 | 0.4% | 0.32% | 147 | +16,166 | 18.55% | Q1 2026 | Apr 28, 2026 |
| COMERICA BANK | History | No change | 100,980 | 14,244 | 0.06% | 0.06% | 148 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Vontobel Holding Ltd. | History | No change | 102,744 | 14,211 | 0.05% | 0.05% | 149 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Foster Group, Inc. | History | Added to | 102,636 | 14,196 | 0.42% | 0.44% | 150 | +445 | 0.44% | Q1 2026 | Apr 13, 2026 |
| Richard Bernstein Advisors LLC | History | Added to | 102,468 | 14,173 | 0.41% | 0.02% | 151 | +98,051 | 2219.86% | Q1 2026 | Apr 22, 2026 |
| HB Wealth Management, LLC | History | Added to | 101,448 | 14,032 | 0.09% | 0.09% | 152 | +10 | 0.01% | Q1 2026 | Apr 27, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 99,475 | 13,759 | 6.38% | 5.51% | 153 | +16,891 | 20.45% | Q1 2026 | Apr 21, 2026 |
| NewEdge Advisors, LLC | History | Added to | 116,811 | 13,758 | 0.64% | 0.05% | 154 | +9,649 | 9.0% | Q1 2026 | May 15, 2026 |
| Choate Investment Advisors | History | Added to | 98,733 | 13,656 | 0.27% | 0.25% | 155 | +9,540 | 10.7% | Q1 2026 | May 13, 2026 |
| Marex Group plc | History | Added to | 96,796 | 13,388 | 0.08% | 0.08% | 156 | +10,899 | 12.69% | Q1 2026 | May 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 95,910 | 13,266 | 0.16% | 0.14% | 157 | +5,914 | 6.57% | Q1 2026 | May 13, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 94,227 | 13,033 | 0.7% | 0.75% | 158 | -2,039 | -2.12% | Q1 2026 | May 06, 2026 |
| CHOREO, LLC | History | Added to | 94,015 | 13,004 | 0.16% | 0.16% | 159 | +4,533 | 5.07% | Q1 2026 | May 12, 2026 |
| Orcam Financial Group | History | Added to | 93,013 | 12,865 | 9.13% | 9.73% | 160 | +985 | 1.07% | Q1 2026 | May 12, 2026 |
| Disciplina Capital Management LLC | History | Added to | 90,911 | 12,574 | 1.33% | 1.47% | 161 | +13 | 0.01% | Q1 2026 | May 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 90,106 | 12,463 | 0.0% | 0.03% | 162 | -441,123 | -83.04% | Q1 2026 | May 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 89,206 | 12,339 | 0.51% | 0.52% | 163 | +1,153 | 1.31% | Q1 2026 | May 12, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 88,856 | 12,290 | 2.38% | 2.82% | 164 | -10,046 | -10.16% | Q1 2026 | May 12, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Added to | 88,420 | 12,230 | 0.44% | 0.36% | 165 | +6,450 | 7.87% | Q1 2026 | May 13, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 87,025 | 12,040 | 2.34% | 2.06% | 166 | +2,698 | 3.2% | Q1 2026 | May 14, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 86,830 | 12,010 | 0.42% | 0.37% | 167 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 86,706 | 11,993 | 0.15% | 0.1% | 168 | +27,349 | 46.08% | Q1 2026 | Apr 28, 2026 |
| Frisch Financial Group, Inc. | History | Reduced | 85,270 | 11,794 | 2.47% | 2.71% | 169 | -434 | -0.51% | Q1 2026 | May 05, 2026 |
| Prime Buchholz LLC | History | Added to | 83,666 | 11,572 | 6.05% | 0.36% | 170 | +79,425 | 1872.79% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 82,810 | 11,454 | 0.06% | 0.06% | 171 | +2,691 | 3.36% | Q1 2026 | Apr 30, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 81,769 | 11,310 | 0.19% | 0.13% | 172 | +22,826 | 38.73% | Q1 2026 | May 13, 2026 |
| Hirtle & Co., LLC | History | No change | 81,707 | 11,301 | 0.39% | 0.39% | 173 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WBH ADVISORY INC | History | Reduced | 80,772 | 11,283 | 0.84% | 0.87% | 174 | -2,594 | -3.11% | Q1 2026 | Apr 27, 2026 |
| NYL Investors LLC | History | Reduced | 80,764 | 11,171 | 4.22% | 4.2% | 175 | -6,813 | -7.78% | Q1 2026 | May 07, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 79,826 | 11,041 | 0.64% | 2.02% | 176 | -176,828 | -68.9% | Q1 2026 | Apr 20, 2026 |
| Pathstone Holdings, LLC | History | Added to | 79,243 | 10,960 | 0.04% | 0.04% | 177 | +1,974 | 2.55% | Q1 2026 | May 11, 2026 |
| Squarepoint Ops LLC | History | Added to | 79,035 | 10,932 | 0.01% | 0.0% | 178 | +64,106 | 429.41% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 77,293 | 10,691 | 0.08% | 0.08% | 179 | +6,683 | 9.46% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 75,902 | 10,498 | 0.41% | 0.25% | 180 | +60,113 | 380.73% | Q1 2026 | May 15, 2026 |
| SELDON CAPITAL LP | History | Reduced | 75,547 | 10,449 | 3.84% | 10.41% | 181 | -137,588 | -64.55% | Q1 2026 | May 15, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 74,633 | 10,323 | 0.98% | 1.01% | 182 | -715 | -0.95% | Q1 2026 | Apr 13, 2026 |
| Empowered Funds, LLC | History | New | 74,596 | 10,318 | 0.07% | — | 183 | +74,596 | New | Q1 2026 | May 14, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 73,784 | 10,205 | 1.97% | 1.87% | 184 | +4,094 | 5.87% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 73,280 | 10,136 | 0.06% | 0.06% | 185 | +115 | 0.16% | Q1 2026 | May 15, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 71,375 | 9,872 | 0.33% | 0.33% | 186 | +1,573 | 2.25% | Q1 2026 | Apr 22, 2026 |
| Financial Symmetry Inc | History | Reduced | 64,800 | 9,797 | 3.48% | 3.82% | 187 | -1,539 | -2.32% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 69,881 | 9,739 | 0.02% | 0.02% | 188 | -20,496 | -22.68% | Q1 2026 | Apr 08, 2026 |
| Seven Post Investment Office LP | History | Reduced | 70,103 | 9,696 | 3.13% | 3.56% | 189 | -397 | -0.56% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 69,600 | 9,627 | 0.0% | 0.0% | 190 | +9,733 | 16.26% | Q1 2026 | May 15, 2026 |
| University of Illinois Foundation | History | New | 68,350 | 9,454 | 1.94% | — | 191 | +68,350 | New | Q1 2026 | May 13, 2026 |
| Sterling Capital Management LLC | History | New | 67,490 | 9,335 | 0.18% | — | 192 | +67,490 | New | Q1 2026 | Apr 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 66,869 | 9,249 | 0.1% | 0.2% | 193 | -55,978 | -45.57% | Q1 2026 | Apr 20, 2026 |
| Belpointe Asset Management LLC | History | Added to | 65,131 | 9,009 | 0.33% | 0.32% | 194 | +1,836 | 2.9% | Q1 2026 | Apr 28, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 65,001 | 8,990 | 0.1% | 0.52% | 195 | -259,299 | -79.96% | Q1 2026 | Apr 28, 2026 |
| SYM FINANCIAL Corp | History | Added to | 64,645 | 8,941 | 0.89% | 0.91% | 196 | +1,912 | 3.05% | Q1 2026 | May 08, 2026 |
| Secure Asset Management, LLC | History | Added to | 64,515 | 8,923 | 1.41% | 1.31% | 197 | +4,952 | 8.31% | Q1 2026 | Apr 09, 2026 |
| Apella Capital, LLC | History | Added to | 57,225 | 8,631 | 0.13% | 0.15% | 198 | +1,688 | 3.04% | Q1 2026 | Apr 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 61,957 | 8,567 | 0.01% | 0.01% | 199 | +11,058 | 21.73% | Q1 2026 | May 14, 2026 |
| PDS Planning, Inc | History | Added to | 61,880 | 8,559 | 0.56% | 0.55% | 200 | +3,830 | 6.6% | Q1 2026 | Apr 21, 2026 |
| Wedmont Private Capital | History | Added to | 59,159 | 8,553 | 0.28% | 0.23% | 201 | +12,434 | 26.61% | Q1 2026 | Apr 09, 2026 |
| Waldron Private Wealth LLC | History | Added to | 61,220 | 8,467 | 0.33% | 0.31% | 202 | +5,712 | 10.29% | Q1 2026 | Apr 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 60,988 | 8,435 | 0.03% | 0.03% | 203 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Added to | 60,649 | 8,389 | 2.36% | 2.19% | 204 | +2,823 | 4.88% | Q1 2026 | May 11, 2026 |
| Wealth Management Nebraska | History | Reduced | 60,265 | 8,335 | 0.84% | 1.41% | 205 | -27,371 | -31.23% | Q1 2026 | May 15, 2026 |
| Goldstone Financial Group, LLC | History | New | 59,733 | 8,262 | 0.9% | — | 206 | +59,733 | New | Q1 2026 | Apr 24, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 59,624 | 8,247 | 0.04% | 0.04% | 207 | +2,107 | 3.66% | Q1 2026 | May 05, 2026 |
| Vestwell Advisors, LLC | History | Added to | 58,880 | 8,144 | 2.23% | 1.2% | 208 | +1,447 | 2.52% | Q1 2026 | May 18, 2026 |
| American National Bank of Texas | History | Added to | 58,096 | 8,035 | 7.66% | 7.66% | 209 | +1,530 | 2.7% | Q1 2026 | Apr 09, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 57,833 | 7,999 | 0.09% | 0.08% | 210 | +4,316 | 8.06% | Q1 2026 | May 13, 2026 |
| Banco Santander, S.A. | History | Added to | 57,237 | 7,917 | 0.06% | 0.05% | 211 | +5,242 | 10.08% | Q1 2026 | May 08, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 57,080 | 7,895 | 1.19% | 1.16% | 212 | +2,826 | 5.21% | Q1 2026 | May 01, 2026 |
| Merit Financial Group, LLC | History | Added to | 56,500 | 7,815 | 0.06% | 0.06% | 213 | +5,833 | 11.51% | Q1 2026 | Apr 15, 2026 |
| FIDUCIARY TRUST CO | History | No change | 56,198 | 7,773 | 0.09% | 0.09% | 214 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | Added to | 51,380 | 7,768 | 0.61% | 0.59% | 215 | +3,229 | 6.71% | Q1 2026 | May 01, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 55,994 | 7,745 | 0.0% | 0.0% | 216 | +15,398 | 37.93% | Q1 2026 | May 15, 2026 |
| Westmount Partners, LLC | History | Added to | 55,810 | 7,719 | 1.9% | 1.92% | 217 | +1,280 | 2.35% | Q1 2026 | Apr 16, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 55,332 | 7,653 | 0.0% | — | 218 | +55,332 | New | Q1 2026 | May 15, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 54,963 | 7,602 | 0.87% | 0.86% | 219 | +55 | 0.1% | Q1 2026 | May 11, 2026 |
| MYECFO, LLC | History | Reduced | 54,335 | 7,515 | 3.14% | 3.31% | 220 | -957 | -1.73% | Q1 2026 | Apr 07, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 54,178 | 7,493 | 1.65% | 1.76% | 221 | -1,911 | -3.41% | Q1 2026 | Apr 23, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 53,925 | 7,458 | 0.03% | 0.02% | 222 | +7,175 | 15.35% | Q1 2026 | May 14, 2026 |
| Lakewood Asset Management LLC | History | Added to | 53,854 | 7,449 | 4.76% | 4.12% | 223 | +4,187 | 8.43% | Q1 2026 | Apr 22, 2026 |
| Sarasin & Partners LLP | History | Reduced | 53,814 | 7,443 | 0.09% | 0.11% | 224 | -18,089 | -25.16% | Q1 2026 | Apr 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 53,728 | 7,431 | 0.08% | 0.08% | 225 | +3,694 | 7.38% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 53,065 | 7,412 | 0.07% | 0.1% | 226 | -11,040 | -17.22% | Q1 2026 | Apr 07, 2026 |
| BBR PARTNERS, LLC | History | Added to | 53,405 | 7,387 | 0.41% | 0.24% | 227 | +21,499 | 67.38% | Q1 2026 | May 12, 2026 |
| Investments & Financial Planning, LLC | History | Reduced | 53,409 | 7,387 | 4.02% | 4.1% | 228 | -729 | -1.35% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Reduced | 52,045 | 7,198 | 0.0% | 0.02% | 229 | -314,998 | -85.82% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 51,657 | 7,145 | 0.06% | 0.07% | 230 | +7,174 | 16.13% | Q1 2026 | May 15, 2026 |
| Intergy Private Wealth, LLC | History | Reduced | 51,267 | 7,091 | 2.08% | 2.19% | 231 | -130 | -0.25% | Q1 2026 | Apr 16, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 51,261 | 7,090 | 0.46% | 0.46% | 232 | +1,088 | 2.17% | Q1 2026 | Apr 15, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 50,841 | 7,032 | 0.01% | 0.02% | 233 | -32,848 | -39.25% | Q1 2026 | May 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 50,305 | 6,958 | 0.38% | 0.38% | 234 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 50,246 | 6,950 | 0.78% | 0.78% | 235 | -81 | -0.16% | Q1 2026 | May 04, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Reduced | 49,748 | 6,881 | 1.42% | 1.42% | 236 | -617 | -1.23% | Q1 2026 | Apr 21, 2026 |
| SB Capital Management Inc | History | No change | 48,739 | 6,875 | 2.52% | 2.52% | 237 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 49,231 | 6,809 | 0.78% | 0.78% | 238 | +1,449 | 3.03% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 49,133 | 6,796 | 0.02% | 0.02% | 239 | -984 | -1.96% | Q1 2026 | Apr 22, 2026 |
| Betterment LLC | History | Reduced | 48,944 | 6,770 | 0.01% | 0.01% | 240 | -2,671 | -5.17% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 48,862 | 6,758 | 0.12% | 0.12% | 241 | +2,100 | 4.49% | Q1 2026 | Apr 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 48,783 | 6,747 | 0.03% | 0.02% | 242 | +7,509 | 18.19% | Q1 2026 | Apr 30, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 47,423 | 6,559 | 0.16% | 0.15% | 243 | +507 | 1.08% | Q1 2026 | May 08, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 46,812 | 6,475 | 0.11% | 0.12% | 244 | -292 | -0.62% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 45,992 | 6,361 | 0.1% | 0.05% | 245 | +27,387 | 147.2% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | Reduced | 45,601 | 6,307 | 0.23% | 0.24% | 246 | -1,074 | -2.3% | Q1 2026 | May 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 45,374 | 6,276 | 0.07% | 0.07% | 247 | +5,521 | 13.85% | Q1 2026 | May 01, 2026 |
| KINTRA WEALTH, LLC | History | New | 45,047 | 6,230 | 0.44% | — | 248 | +45,047 | New | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 45,023 | 6,227 | 0.19% | 0.24% | 249 | -750 | -1.64% | Q1 2026 | May 15, 2026 |
| ICONIQ Capital, LLC | History | No change | 44,785 | 6,194 | 0.14% | 0.1% | 250 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 44,137 | 6,105 | 0.09% | 0.09% | 251 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Donor Advised Charitable Giving, Inc. | History | No change | 43,400 | 6,003 | 0.15% | 0.14% | 252 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Harpswell Capital Advisors, LLC | History | Reduced | 43,173 | 5,971 | 4.45% | 4.95% | 253 | -1,103 | -2.49% | Q1 2026 | Apr 10, 2026 |
| Breakwater Investment Management | History | Reduced | 42,547 | 5,885 | 2.19% | 2.18% | 254 | -163 | -0.38% | Q1 2026 | May 14, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 42,296 | 5,850 | 0.64% | 0.71% | 255 | -81 | -0.19% | Q1 2026 | May 11, 2026 |
| Ironwood Financial, llc | History | Added to | 42,228 | 5,840 | 1.02% | 0.97% | 256 | +2,789 | 7.07% | Q1 2026 | Apr 16, 2026 |
| Venture Visionary Partners LLC | History | Added to | 41,829 | 5,785 | 0.19% | 0.18% | 257 | +2,553 | 6.5% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Added to | 41,779 | 5,778 | 0.12% | 0.12% | 258 | +1,819 | 4.55% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 41,642 | 5,759 | 0.03% | 0.03% | 259 | +6,953 | 20.04% | Q1 2026 | May 08, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 41,607 | 5,755 | 0.75% | 0.78% | 260 | -311 | -0.74% | Q1 2026 | Apr 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 41,563 | 5,748 | 0.03% | 1.07% | 261 | -2,124,846 | -98.08% | Q1 2026 | Apr 29, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | Reduced | 41,390 | 5,725 | 2.76% | 3.56% | 262 | -9,827 | -19.19% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 41,191 | 5,697 | 0.02% | 0.02% | 263 | +94 | 0.23% | Q1 2026 | May 08, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 41,106 | 5,685 | 0.08% | 0.08% | 264 | +1,778 | 4.52% | Q1 2026 | May 12, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Added to | 40,260 | 5,568 | 2.49% | 2.14% | 265 | +182 | 0.45% | Q1 2026 | May 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 39,903 | 5,557 | 0.04% | 0.01% | 266 | +26,404 | 195.6% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 40,047 | 5,539 | 0.04% | 0.03% | 267 | +11,047 | 38.09% | Q1 2026 | May 14, 2026 |
| SNS Financial Group, LLC | History | Reduced | 39,641 | 5,483 | 0.47% | 0.49% | 268 | -495 | -1.23% | Q1 2026 | Apr 14, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | Reduced | 39,602 | 5,477 | 0.64% | 0.75% | 269 | -2,696 | -6.37% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 39,300 | 5,436 | 0.09% | 0.09% | 270 | +5,860 | 17.52% | Q1 2026 | May 18, 2026 |
| Caprock Group, LLC | History | Reduced | 39,264 | 5,431 | 0.13% | 0.12% | 271 | -427 | -1.08% | Q1 2026 | May 11, 2026 |
| VVR Holdings LLC | History | Added to | 39,233 | 5,426 | 2.8% | 2.78% | 272 | +1,333 | 3.52% | Q1 2026 | Apr 16, 2026 |
| Northstar Group, Inc. | History | Added to | 38,839 | 5,372 | 0.76% | 0.75% | 273 | +30 | 0.08% | Q1 2026 | Apr 28, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 38,584 | 5,336 | 2.7% | 2.84% | 274 | -1,393 | -3.48% | Q1 2026 | Apr 15, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 38,498 | 5,325 | 0.96% | 1.03% | 275 | -1,380 | -3.46% | Q1 2026 | May 15, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 37,793 | 5,227 | 0.11% | 0.11% | 276 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 37,404 | 5,173 | 0.9% | 0.96% | 277 | -298 | -0.79% | Q1 2026 | Apr 08, 2026 |
| NavPoint Financial, Inc. | History | Reduced | 37,198 | 5,145 | 2.08% | 2.32% | 278 | -1,316 | -3.42% | Q1 2026 | Apr 24, 2026 |
| Diversified Trust Co | History | Added to | 37,007 | 5,118 | 0.09% | 0.09% | 279 | +2,415 | 6.98% | Q1 2026 | Apr 16, 2026 |
| MAI Capital Management | History | Reduced | 36,991 | 5,116 | 0.03% | 0.03% | 280 | -3,624 | -8.92% | Q1 2026 | May 15, 2026 |
| Hegarty Advisors, LLC | History | Reduced | 36,982 | 5,115 | 4.03% | 4.6% | 281 | -615 | -1.64% | Q1 2026 | Apr 30, 2026 |
| Galilei Investment Office LLP | History | Reduced | 36,936 | 5,108 | 2.65% | 3.36% | 282 | -13,589 | -26.9% | Q1 2026 | May 13, 2026 |
| Numerai GP LLC | History | New | 36,437 | 5,039 | 0.51% | — | 283 | +36,437 | New | Q1 2026 | May 15, 2026 |
| XY Planning Network, Inc. | History | Added to | 35,954 | 5,022 | 0.8% | 0.69% | 284 | +8,013 | 28.68% | Q1 2026 | Apr 14, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 35,760 | 4,946 | 0.01% | 0.05% | 285 | -208,140 | -85.34% | Q1 2026 | May 14, 2026 |
| Merited Wealth, LLC | History | Added to | 35,672 | 4,934 | 4.09% | 4.66% | 286 | +30 | 0.08% | Q1 2026 | Apr 24, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 35,625 | 4,927 | 0.58% | 0.6% | 287 | +5 | 0.01% | Q1 2026 | Apr 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 34,995 | 4,840 | 0.09% | 0.09% | 288 | +210 | 0.6% | Q1 2026 | May 07, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 34,967 | 4,836 | 0.56% | 0.22% | 289 | +23,441 | 203.37% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 34,859 | 4,821 | 0.01% | 0.01% | 290 | +1,007 | 2.97% | Q1 2026 | May 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 34,822 | 4,816 | 0.08% | 0.05% | 291 | +14,758 | 73.55% | Q1 2026 | May 04, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 34,747 | 4,806 | 2.02% | 2.2% | 292 | -1,034 | -2.89% | Q1 2026 | May 11, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 34,670 | 4,795 | 2.58% | 2.55% | 293 | +63 | 0.18% | Q1 2026 | May 14, 2026 |
| Manchester Capital Management LLC | History | Reduced | 34,434 | 4,762 | 0.69% | 0.69% | 294 | -1,545 | -4.29% | Q1 2026 | May 11, 2026 |
| Stokes Family Office, LLC | History | Reduced | 34,203 | 4,730 | 0.49% | 0.44% | 295 | -184 | -0.54% | Q1 2026 | May 11, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 34,185 | 4,728 | 0.13% | 0.07% | 296 | +15,398 | 81.96% | Q1 2026 | May 14, 2026 |
| Affiance Financial, LLC | History | Added to | 33,719 | 4,664 | 0.76% | 0.75% | 297 | +540 | 1.63% | Q1 2026 | Apr 14, 2026 |
| Silver Coast Investments LLC | History | Added to | 33,694 | 4,660 | 1.49% | 0.16% | 298 | +30,344 | 905.79% | Q1 2026 | Apr 22, 2026 |
| Catalyst Investment Management LLC | History | New | 30,597 | 4,615 | 5.11% | — | 299 | +30,597 | New | Q1 2026 | Apr 23, 2026 |
| LongView Wealth Management | History | Added to | 30,911 | 4,577 | 1.15% | 1.08% | 300 | +40 | 0.13% | Q1 2026 | Apr 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 33,042 | 4,570 | 0.1% | 0.09% | 301 | +1,944 | 6.25% | Q1 2026 | May 01, 2026 |
| Greenline Partners, LLC | History | Added to | 32,645 | 4,515 | 0.49% | 0.52% | 302 | +215 | 0.66% | Q1 2026 | May 15, 2026 |
| EQUITY INVESTMENT CORP | History | Added to | 32,357 | 4,475 | 0.09% | 0.09% | 303 | +77 | 0.24% | Q1 2026 | May 04, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 32,346 | 4,474 | 0.08% | 0.08% | 304 | +2,094 | 6.92% | Q1 2026 | Apr 20, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 32,348 | 4,474 | 0.54% | 0.53% | 305 | +1,061 | 3.39% | Q1 2026 | Apr 23, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 32,030 | 4,430 | 0.05% | 0.05% | 306 | -405 | -1.25% | Q1 2026 | May 06, 2026 |
| Royal Fund Management, LLC | History | Added to | 31,606 | 4,377 | 0.42% | 0.38% | 307 | +2,379 | 8.14% | Q1 2026 | May 19, 2026 |
| Van Cleef Asset Management,Inc | History | Added to | 31,472 | 4,353 | 0.47% | 0.45% | 308 | +1 | 0.0% | Q1 2026 | May 01, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 31,457 | 4,351 | 0.06% | 0.06% | 309 | -24 | -0.08% | Q1 2026 | May 01, 2026 |
| Endowment Wealth Management, Inc. | History | Reduced | 31,053 | 4,295 | 1.9% | 2.04% | 310 | -430 | -1.37% | Q1 2026 | May 08, 2026 |
| Capital International Investors | History | Added to | 31,587 | 4,244 | 0.0% | 0.0% | 311 | +2,839 | 9.88% | Q1 2026 | May 13, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 29,148 | 4,031 | 0.77% | 0.79% | 312 | -638 | -2.14% | Q1 2026 | Apr 23, 2026 |
| Empire Life Investments Inc. | History | Added to | 28,802 | 4,023 | 0.24% | 0.16% | 313 | +9,028 | 45.66% | Q1 2026 | May 11, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 25,955 | 4,000 | 1.43% | 1.47% | 314 | +35 | 0.14% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Added to | 28,637 | 3,961 | 0.02% | 0.0% | 315 | +21,769 | 316.96% | Q1 2026 | May 14, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 28,480 | 3,939 | 0.62% | 0.6% | 316 | +1,207 | 4.43% | Q1 2026 | Apr 29, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 28,258 | 3,939 | 0.35% | 0.37% | 317 | -1,187 | -4.03% | Q1 2026 | May 11, 2026 |
| Cogent Private Wealth, Inc. | History | Added to | 28,294 | 3,913 | 2.83% | 2.76% | 318 | +2,573 | 10.0% | Q1 2026 | Apr 13, 2026 |
| River Street Advisors LLC | History | Added to | 28,121 | 3,889 | 1.31% | 1.44% | 319 | +785 | 2.87% | Q1 2026 | Apr 21, 2026 |
| CHILTON INVESTMENT CO INC. | History | Added to | 28,047 | 3,879 | 0.09% | 0.02% | 320 | +22,551 | 410.32% | Q1 2026 | May 15, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | No change | 27,798 | 3,845 | 0.56% | 0.55% | 321 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Carroll Advisory Group, LLC | History | New | 27,607 | 3,818 | 1.48% | — | 322 | +27,607 | New | Q1 2026 | Apr 22, 2026 |
| UMB Bank, n.a. | History | No change | 27,309 | 3,777 | 0.05% | 0.05% | 323 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Greenspring Advisors, LLC | History | Added to | 26,687 | 3,691 | 0.22% | 0.22% | 324 | +1,603 | 6.39% | Q1 2026 | May 04, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 26,660 | 3,687 | 0.02% | 0.02% | 325 | -10,792 | -28.82% | Q1 2026 | May 13, 2026 |
| Ridgewood Investments LLC | History | New | 26,523 | 3,668 | 1.5% | — | 326 | +26,523 | New | Q1 2026 | Apr 03, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 26,459 | 3,659 | 1.08% | 1.14% | 327 | -1,527 | -5.46% | Q1 2026 | Apr 13, 2026 |
| First Pacific Advisors, LP | History | Added to | 26,390 | 3,650 | 0.05% | 0.04% | 328 | +6,647 | 33.67% | Q1 2026 | May 13, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Reduced | 26,194 | 3,623 | 1.63% | 1.69% | 329 | -198 | -0.75% | Q1 2026 | Apr 24, 2026 |
| Boxwood Ventures, Inc. | History | No change | 26,192 | 3,622 | 3.84% | 3.72% | 330 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 26,060 | 3,604 | 2.07% | 1.63% | 331 | +5,980 | 29.78% | Q1 2026 | May 01, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 23,757 | 3,590 | 0.59% | 0.25% | 332 | +13,311 | 127.43% | Q1 2026 | May 08, 2026 |
| Windsor Advisory Group, LLC | History | Added to | 25,834 | 3,573 | 2.99% | 3.16% | 333 | +722 | 2.88% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 25,770 | 3,564 | 0.17% | 0.18% | 334 | -98 | -0.38% | Q1 2026 | Apr 28, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 25,762 | 3,563 | 0.36% | 0.36% | 335 | +1,731 | 7.2% | Q1 2026 | May 15, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 25,762 | 3,563 | 0.53% | 0.52% | 336 | +1,731 | 7.2% | Q1 2026 | May 11, 2026 |
| London & Capital Asset Management Ltd | History | Reduced | 25,568 | 3,536 | 0.04% | 0.04% | 337 | -2,895 | -10.17% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 25,191 | 3,484 | 0.07% | 0.07% | 338 | +286 | 1.15% | Q1 2026 | Apr 14, 2026 |
| Tanager Wealth Management LLP | History | Added to | 24,923 | 3,447 | 0.33% | 0.35% | 339 | +82 | 0.33% | Q1 2026 | Apr 20, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 24,634 | 3,407 | 0.45% | 0.41% | 340 | +931 | 3.93% | Q1 2026 | May 08, 2026 |
| Ameliora Wealth Management Ltd. | History | Reduced | 24,569 | 3,398 | 1.08% | 1.24% | 341 | -4,379 | -15.13% | Q1 2026 | Apr 23, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 24,488 | 3,387 | 0.06% | 0.06% | 342 | +2,906 | 13.46% | Q1 2026 | May 07, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 24,465 | 3,383 | 0.24% | 0.25% | 343 | +121 | 0.5% | Q1 2026 | May 12, 2026 |
| Allie Family Office LLC | History | Reduced | 24,295 | 3,360 | 1.47% | 1.6% | 344 | -62 | -0.25% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 24,264 | 3,356 | 0.02% | 0.02% | 345 | -1,491 | -5.79% | Q1 2026 | May 13, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 23,574 | 3,260 | 0.13% | 0.12% | 346 | +1,294 | 5.81% | Q1 2026 | May 14, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Added to | 23,327 | 3,226 | 2.14% | 2.0% | 347 | +1,718 | 7.95% | Q1 2026 | May 18, 2026 |
| Aspiring Ventures, LLC | History | Reduced | 23,317 | 3,225 | 0.98% | 1.12% | 348 | -125 | -0.53% | Q1 2026 | May 05, 2026 |
| South Shore Capital Advisors | History | No change | 23,302 | 3,223 | 2.36% | 2.4% | 349 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Financial Plan, Inc. | History | Reduced | 23,109 | 3,196 | 0.34% | 0.46% | 350 | -5,089 | -18.05% | Q1 2026 | Apr 24, 2026 |
| VestGen Advisors, LLC | History | Added to | 20,602 | 3,179 | 0.08% | 0.12% | 351 | +691 | 3.47% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 22,968 | 3,176 | 0.05% | 0.09% | 352 | -17,880 | -43.77% | Q1 2026 | Apr 07, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 22,947 | 3,174 | 0.01% | — | 353 | +22,947 | New | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 22,588 | 3,124 | 0.02% | 0.02% | 354 | -7,175 | -24.11% | Q1 2026 | May 14, 2026 |
| Curi Capital, LLC | History | Reduced | 22,326 | 3,088 | 0.05% | 0.05% | 355 | -108 | -0.48% | Q1 2026 | May 15, 2026 |
| Asset Management Group, Inc. | History | Added to | 22,093 | 3,055 | 0.49% | 0.29% | 356 | +9,365 | 73.58% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 22,091 | 3,055 | 0.03% | 0.02% | 357 | +7,975 | 56.5% | Q1 2026 | May 05, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 21,580 | 2,984 | 0.78% | 0.64% | 358 | +1,562 | 7.8% | Q1 2026 | May 11, 2026 |
| BSW Wealth Partners | History | Added to | 21,529 | 2,977 | 0.36% | 0.34% | 359 | +1,382 | 6.86% | Q1 2026 | Apr 14, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 21,520 | 2,976 | 0.67% | 0.72% | 360 | -484 | -2.2% | Q1 2026 | Apr 22, 2026 |
| Bangor Savings Bank | History | No change | 21,500 | 2,973 | 0.24% | 0.24% | 361 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 21,409 | 2,961 | 0.07% | 0.08% | 362 | -4,421 | -17.12% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 21,210 | 2,933 | 0.0% | 0.0% | 363 | -7 | -0.03% | Q1 2026 | May 13, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 20,737 | 2,868 | 2.26% | 2.42% | 364 | +24 | 0.12% | Q1 2026 | May 05, 2026 |
| Banco BTG Pactual S.A. | History | New | 20,625 | 2,852 | 0.25% | — | 365 | +20,625 | New | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Added to | 20,571 | 2,845 | 0.05% | 0.01% | 366 | +16,340 | 386.2% | Q1 2026 | Apr 27, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Reduced | 20,496 | 2,835 | 1.87% | 1.96% | 367 | -50 | -0.24% | Q1 2026 | Apr 22, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 20,129 | 2,784 | 0.29% | 0.28% | 368 | +863 | 4.48% | Q1 2026 | May 07, 2026 |
| Symmetry Partners, LLC | History | Reduced | 20,122 | 2,783 | 0.16% | 0.17% | 369 | -403 | -1.96% | Q1 2026 | Apr 27, 2026 |
| INNEALTA CAPITAL, LLC | History | Added to | 19,879 | 2,749 | 1.71% | 1.25% | 370 | +3,485 | 21.26% | Q1 2026 | May 04, 2026 |
| AlphaCore Capital LLC | History | Reduced | 19,823 | 2,741 | 0.06% | 0.07% | 371 | -2,285 | -10.34% | Q1 2026 | May 15, 2026 |
| Pictet North America Advisors SA | History | Reduced | 19,797 | 2,738 | 0.27% | 0.29% | 372 | -1,661 | -7.74% | Q1 2026 | Apr 14, 2026 |
| BAILARD, INC. | History | Reduced | 19,355 | 2,677 | 0.06% | 0.06% | 373 | -55 | -0.28% | Q1 2026 | May 11, 2026 |
| West Family Investments, Inc. | History | No change | 18,570 | 2,676 | 0.94% | 0.64% | 374 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Strategic Blueprint, LLC | History | Added to | 19,259 | 2,663 | 0.15% | 0.13% | 375 | +3,167 | 19.68% | Q1 2026 | Apr 29, 2026 |
| Sowell Financial Services LLC | History | Added to | 19,087 | 2,640 | 0.1% | 0.1% | 376 | +597 | 3.23% | Q1 2026 | Apr 20, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 18,975 | 2,624 | 0.1% | 0.09% | 377 | +1,953 | 11.47% | Q1 2026 | May 14, 2026 |
| Creekside Partners | History | Added to | 18,843 | 2,606 | 1.07% | 1.0% | 378 | +2,073 | 12.36% | Q1 2026 | Apr 21, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 18,683 | 2,584 | 1.91% | 1.34% | 379 | +5,540 | 42.15% | Q1 2026 | Apr 17, 2026 |
| BANK HAPOALIM BM | History | Reduced | 18,579 | 2,570 | 0.39% | 0.36% | 380 | -10,874 | -36.92% | Q1 2026 | May 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 18,519 | 2,561 | 0.03% | 0.04% | 381 | -2,036 | -9.91% | Q1 2026 | May 13, 2026 |
| Well Done, LLC | History | Added to | 18,447 | 2,551 | 0.37% | 0.12% | 382 | +12,599 | 215.44% | Q1 2026 | Apr 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 16,899 | 2,536 | 0.06% | 0.06% | 383 | +713 | 4.41% | Q1 2026 | May 04, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 16,757 | 2,527 | 0.17% | 0.17% | 384 | +634 | 3.93% | Q1 2026 | Apr 29, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 18,241 | 2,523 | 1.31% | 2.23% | 385 | -6,348 | -25.82% | Q1 2026 | Apr 30, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 18,042 | 2,495 | 0.08% | 0.08% | 386 | -589 | -3.16% | Q1 2026 | May 13, 2026 |
| HT Partners LLC | History | Reduced | 17,899 | 2,475 | 0.75% | 0.76% | 387 | -211 | -1.17% | Q1 2026 | Apr 10, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 17,804 | 2,462 | 0.39% | 0.45% | 388 | +891 | 5.27% | Q1 2026 | May 06, 2026 |
| Excelsior Advisor Network LLC | History | Reduced | 17,672 | 2,444 | 0.93% | 1.42% | 389 | -3,030 | -14.64% | Q1 2026 | May 15, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 17,543 | 2,426 | 0.67% | 0.71% | 390 | +329 | 1.91% | Q1 2026 | Apr 23, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 16,272 | 2,421 | 0.22% | 0.22% | 391 | -5 | -0.03% | Q1 2026 | Apr 20, 2026 |
| CBM Financial, LLC | History | Added to | 16,068 | 2,417 | 1.51% | 1.52% | 392 | +886 | 5.84% | Q1 2026 | May 12, 2026 |
| Portside Wealth Group, LLC | History | Added to | 17,462 | 2,415 | 0.33% | 0.25% | 393 | +4,216 | 31.83% | Q1 2026 | May 12, 2026 |
| Colter Lewis Investment Partners LLC | History | Added to | 17,344 | 2,398 | 2.26% | 2.82% | 394 | +42 | 0.24% | Q1 2026 | May 15, 2026 |
| Forum Finance Group S.A. | History | New | 21,427 | 2,395 | 1.3% | — | 395 | +21,427 | New | Q1 2026 | May 07, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 17,287 | 2,391 | 0.29% | 0.29% | 396 | -546 | -3.06% | Q1 2026 | May 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 17,208 | 2,380 | 0.07% | 0.08% | 397 | +22 | 0.13% | Q1 2026 | May 11, 2026 |
| Neuberger Berman Group LLC | History | Added to | 17,197 | 2,378 | 0.0% | 0.0% | 398 | +267 | 1.58% | Q1 2026 | May 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 17,094 | 2,364 | 0.07% | 0.07% | 399 | +979 | 6.08% | Q1 2026 | Apr 21, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 17,000 | 2,351 | 0.03% | 0.03% | 400 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Reduced | 16,833 | 2,328 | 0.07% | 0.07% | 401 | -196 | -1.15% | Q1 2026 | Apr 06, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 16,560 | 2,290 | 0.3% | 0.29% | 402 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 16,435 | 2,273 | 1.07% | 1.1% | 403 | +140 | 0.86% | Q1 2026 | May 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 16,409 | 2,269 | 0.01% | 0.0% | 404 | +7,171 | 77.63% | Q1 2026 | Apr 24, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 16,085 | 2,268 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Astoria Strategic Wealth, Inc. | History | Added to | 16,314 | 2,256 | 0.57% | 0.57% | 406 | +254 | 1.58% | Q1 2026 | Apr 17, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 16,304 | 2,255 | 0.05% | 0.05% | 407 | -6 | -0.04% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 16,271 | 2,250 | 0.01% | 0.01% | 408 | +826 | 5.35% | Q1 2026 | May 05, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Reduced | 16,255 | 2,248 | 0.4% | 0.42% | 409 | -68 | -0.42% | Q1 2026 | Apr 17, 2026 |
| EWA, LLC | History | Reduced | 16,162 | 2,235 | 0.51% | 0.57% | 410 | -337 | -2.04% | Q1 2026 | Apr 23, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 14,722 | 2,229 | 1.43% | 1.42% | 411 | +340 | 2.36% | Q1 2026 | May 06, 2026 |
| HTG Investment Advisors, Inc. | History | Reduced | 16,009 | 2,214 | 0.63% | 0.71% | 412 | -316 | -1.94% | Q1 2026 | Apr 27, 2026 |
| Savant Capital, LLC | History | Added to | 15,902 | 2,199 | 0.01% | 0.01% | 413 | +1,820 | 12.92% | Q1 2026 | May 04, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | Added to | 15,842 | 2,191 | 6.83% | 6.76% | 414 | +37 | 0.23% | Q1 2026 | May 08, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 15,625 | 2,155 | 0.52% | 0.53% | 415 | +40 | 0.26% | Q1 2026 | May 01, 2026 |
| Ashford Advisors, LLC | History | New | 15,576 | 2,154 | 0.5% | — | 416 | +15,576 | New | Q1 2026 | May 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 15,571 | 2,153 | 0.01% | 0.01% | 417 | -265 | -1.67% | Q1 2026 | May 13, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 15,453 | 2,137 | 0.24% | 0.25% | 418 | -58 | -0.37% | Q1 2026 | May 01, 2026 |
| Spire Wealth Management | History | Added to | 15,419 | 2,132 | 0.07% | 0.07% | 419 | +341 | 2.26% | Q1 2026 | Apr 22, 2026 |
| AlTi Global, Inc. | History | Added to | 15,259 | 2,110 | 0.05% | 0.05% | 420 | +247 | 1.65% | Q1 2026 | May 07, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 15,222 | 2,105 | 0.32% | 0.34% | 421 | -264 | -1.7% | Q1 2026 | Apr 22, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 15,190 | 2,101 | 0.31% | 0.27% | 422 | +1,712 | 12.7% | Q1 2026 | Apr 08, 2026 |
| Junk Investment Group, LLC | History | New | 14,930 | 2,065 | 1.08% | — | 423 | +14,930 | New | Q1 2026 | May 08, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 14,833 | 2,051 | 0.02% | 0.03% | 424 | +2,209 | 17.5% | Q1 2026 | Apr 23, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 13,620 | 2,050 | 0.03% | 0.02% | 425 | +556 | 4.26% | Q1 2026 | May 06, 2026 |
| DV Trading LLC | History | Added to | 14,744 | 2,039 | 0.05% | 0.01% | 426 | +11,544 | 360.75% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 14,440 | 2,011 | 0.01% | 0.01% | 428 | +7,934 | 121.95% | Q1 2026 | May 12, 2026 |
| Vise Technologies, Inc. | History | No change | 14,259 | 2,011 | 0.04% | 0.04% | 427 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 14,500 | 2,005 | 0.0% | — | 429 | +14,500 | New | Q1 2026 | May 14, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | No change | 14,345 | 1,984 | 0.15% | 0.17% | 430 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 14,333 | 1,982 | 0.04% | 0.03% | 432 | +4,418 | 44.56% | Q1 2026 | May 11, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 14,334 | 1,982 | 0.03% | 0.03% | 431 | +1,785 | 14.22% | Q1 2026 | May 15, 2026 |
| Redmond Asset Management, LLC | History | Added to | 14,003 | 1,936 | 0.53% | 0.49% | 433 | +501 | 3.71% | Q1 2026 | May 06, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 13,942 | 1,928 | 1.28% | 1.25% | 434 | -52 | -0.37% | Q1 2026 | Apr 21, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 13,876 | 1,919 | 0.83% | 0.88% | 435 | +90 | 0.65% | Q1 2026 | May 01, 2026 |
| VANGUARD ADVISERS INC | History | New | 13,818 | 1,911 | 0.01% | — | 436 | +13,818 | New | Q1 2026 | May 08, 2026 |
| Copia Wealth Management | History | Added to | 13,742 | 1,900 | 1.31% | 0.39% | 437 | +9,847 | 252.81% | Q1 2026 | May 04, 2026 |
| Focus Financial Network, Inc. | History | Added to | 13,682 | 1,892 | 0.07% | 0.06% | 438 | +1,338 | 10.84% | Q1 2026 | Apr 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 13,445 | 1,859 | 0.3% | 0.28% | 439 | -1,285 | -8.72% | Q1 2026 | May 15, 2026 |
| Trilogy Capital Inc. | History | Added to | 13,260 | 1,834 | 0.08% | 0.08% | 440 | +914 | 7.4% | Q1 2026 | Apr 21, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 13,225 | 1,829 | 0.01% | 0.01% | 441 | +1,355 | 11.42% | Q1 2026 | May 05, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 13,183 | 1,823 | 0.1% | 0.13% | 442 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 13,146 | 1,818 | 0.6% | 0.91% | 443 | +230 | 1.78% | Q1 2026 | Apr 20, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 12,924 | 1,787 | 0.39% | 0.51% | 444 | -3,833 | -22.87% | Q1 2026 | May 12, 2026 |
| MAYPORT, LLC | History | Added to | 12,917 | 1,786 | 0.33% | 0.35% | 445 | +511 | 4.12% | Q1 2026 | Apr 21, 2026 |
| Attessa Capital LLC | History | Added to | 12,912 | 1,785 | 0.97% | 0.51% | 446 | +6,302 | 95.34% | Q1 2026 | Apr 07, 2026 |
| Texas Yale Capital Corp. | History | Added to | 12,828 | 1,774 | 0.05% | 0.05% | 447 | +5 | 0.04% | Q1 2026 | May 04, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 12,783 | 1,768 | 0.24% | 0.24% | 448 | +69 | 0.54% | Q1 2026 | Apr 07, 2026 |
| Tidal Investments LLC | History | Added to | 12,647 | 1,749 | 0.0% | 0.0% | 449 | +2,890 | 29.62% | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 12,498 | 1,728 | 0.14% | 0.15% | 450 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Americana Partners, LLC | History | Reduced | 12,447 | 1,721 | 0.04% | 0.05% | 451 | -315 | -2.47% | Q1 2026 | May 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 12,304 | 1,702 | 0.06% | 0.05% | 452 | +1,300 | 11.81% | Q1 2026 | May 14, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 12,158 | 1,681 | 0.1% | 0.1% | 453 | +104 | 0.86% | Q1 2026 | May 14, 2026 |
| Montis Financial, LLC | History | Reduced | 12,140 | 1,679 | 0.35% | 0.34% | 454 | -65 | -0.53% | Q1 2026 | May 11, 2026 |
| Family Manage LLC | History | Added to | 12,121 | 1,676 | 0.2% | 0.16% | 455 | +3,115 | 34.59% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 12,070 | 1,669 | 0.0% | 0.0% | 456 | +905 | 8.11% | Q1 2026 | May 08, 2026 |
| HSBC HOLDINGS PLC | History | New | 12,034 | 1,664 | 0.0% | — | 457 | +12,034 | New | Q1 2026 | Apr 30, 2026 |
| Tannin Capital LLC | History | Reduced | 12,002 | 1,660 | 1.2% | 1.59% | 458 | -613 | -4.86% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Added to | 11,999 | 1,659 | 0.0% | 0.0% | 459 | +80 | 0.67% | Q1 2026 | May 06, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 11,943 | 1,651 | 0.02% | 0.01% | 460 | +6,447 | 117.3% | Q1 2026 | May 12, 2026 |
| Five Pine Wealth Management | History | Added to | 11,943 | 1,651 | 1.03% | 0.68% | 461 | +4,407 | 58.48% | Q1 2026 | Apr 16, 2026 |
| Andrews Advisory Associates, LLC | History | Added to | 11,940 | 1,651 | 0.87% | 0.89% | 462 | +121 | 1.02% | Q1 2026 | May 14, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 16,205 | 1,647 | 0.02% | 0.02% | 463 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| M Holdings Securities, Inc. | History | Added to | 11,841 | 1,643 | 0.11% | 0.12% | 464 | +49 | 0.42% | Q1 2026 | May 12, 2026 |
| Midwest Trust Co | History | Added to | 11,731 | 1,622 | 0.02% | 0.02% | 465 | +1,683 | 16.75% | Q1 2026 | May 01, 2026 |
| CIBC Bancorp USA Inc. | History | New | 11,643 | 1,610 | 0.0% | — | 466 | +11,643 | New | Q1 2026 | May 12, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 11,632 | 1,609 | 0.62% | 0.66% | 467 | -415 | -3.44% | Q1 2026 | May 01, 2026 |
| Triangle Securities Wealth Management | History | Reduced | 11,484 | 1,588 | 0.36% | 0.35% | 468 | -332 | -2.81% | Q1 2026 | Apr 20, 2026 |
| Keel Point, LLC | History | No change | 11,196 | 1,579 | 0.1% | 0.1% | 469 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 11,414 | 1,578 | 1.01% | 1.05% | 470 | +445 | 4.06% | Q1 2026 | Apr 27, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 11,360 | 1,571 | 0.12% | 0.12% | 471 | +389 | 3.55% | Q1 2026 | Apr 24, 2026 |
| CANTOR FITZGERALD, L. P. | History | New | 11,310 | 1,564 | 0.02% | — | 472 | +11,310 | New | Q1 2026 | May 15, 2026 |
| Ferguson Shapiro LLC | History | New | 11,274 | 1,559 | 0.47% | — | 473 | +11,274 | New | Q1 2026 | Apr 23, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 11,227 | 1,552 | 0.03% | 0.03% | 474 | +383 | 3.53% | Q1 2026 | May 14, 2026 |
| Balentine LLC | History | Added to | 11,028 | 1,525 | 0.06% | 0.06% | 475 | +68 | 0.62% | Q1 2026 | Apr 24, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 11,018 | 1,523 | 0.16% | 0.16% | 476 | +1 | 0.01% | Q1 2026 | Apr 08, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 10,996 | 1,520 | 0.0% | 0.0% | 477 | +2,500 | 29.43% | Q1 2026 | May 11, 2026 |
| Rockingstone Advisors LLC | History | Reduced | 10,962 | 1,516 | 0.7% | 0.71% | 478 | -80 | -0.72% | Q1 2026 | Apr 09, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 10,734 | 1,514 | 0.07% | 0.07% | 479 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Successful Portfolios LLC | History | Reduced | 11,087 | 1,513 | 0.83% | 0.83% | 480 | -228 | -2.02% | Q1 2026 | Apr 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 10,938 | 1,512 | 0.07% | 0.07% | 482 | -166 | -1.49% | Q1 2026 | Apr 28, 2026 |
| Vivaldi Capital Management LP | History | Added to | 10,936 | 1,512 | 0.21% | 0.21% | 481 | +37 | 0.34% | Q1 2026 | May 14, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | No change | 10,800 | 1,493 | 0.01% | 0.01% | 483 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CGN Advisors LLC | History | Added to | 10,634 | 1,470 | 0.12% | 0.12% | 484 | +1 | 0.01% | Q1 2026 | Apr 13, 2026 |
| Flatrock Wealth Partners LLC | History | New | 10,612 | 1,467 | 0.66% | — | 485 | +10,612 | New | Q1 2026 | Apr 29, 2026 |
| Schrum Private Wealth Management LLC | History | Added to | 10,590 | 1,464 | 1.12% | 1.07% | 486 | +373 | 3.65% | Q1 2026 | May 08, 2026 |
| Manuka Financial, LLC | History | Added to | 10,535 | 1,457 | 0.9% | 0.9% | 487 | +286 | 2.79% | Q1 2026 | May 07, 2026 |
| New Capital Management LP | History | Added to | 10,523 | 1,455 | 0.36% | 0.37% | 488 | +72 | 0.69% | Q1 2026 | Apr 14, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 10,511 | 1,453 | 0.09% | 0.09% | 489 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 10,489 | 1,450 | 1.0% | 0.95% | 490 | -10 | -0.1% | Q1 2026 | May 07, 2026 |
| Trellis Wealth Advisors LLC | History | Added to | 10,427 | 1,442 | 0.55% | 0.57% | 491 | +55 | 0.53% | Q1 2026 | Apr 15, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 10,404 | 1,439 | 0.19% | 0.22% | 492 | -172 | -1.63% | Q1 2026 | Apr 28, 2026 |
| Savvy Advisors, Inc. | History | Added to | 10,386 | 1,436 | 0.04% | 0.02% | 493 | +5,501 | 112.61% | Q1 2026 | May 11, 2026 |
| Krilogy Financial LLC | History | No change | 9,649 | 1,435 | 0.05% | 0.05% | 494 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sage Investment Counsel LLC | History | Reduced | 10,257 | 1,418 | 1.57% | 1.61% | 495 | -108 | -1.04% | Q1 2026 | Apr 24, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 10,211 | 1,412 | 0.45% | 0.34% | 496 | +2,364 | 30.13% | Q1 2026 | Apr 21, 2026 |
| FF Advisors,LLC | History | No change | 9,470 | 1,412 | 0.57% | 0.59% | 497 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Added to | 10,187 | 1,409 | 0.53% | 0.55% | 498 | +302 | 3.06% | Q1 2026 | May 14, 2026 |
| Towneley Capital Management, Inc / DE | History | New | 10,159 | 1,405 | 0.29% | — | 500 | +10,159 | New | Q1 2026 | Apr 21, 2026 |
| NICOLET BANKSHARES INC | History | New | 10,143 | 1,405 | 0.05% | — | 499 | +10,143 | New | Q1 2026 | May 14, 2026 |
| GenTrust, LLC | History | No change | 10,156 | 1,404 | 0.06% | 0.06% | 501 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 10,145 | 1,403 | 0.03% | 0.01% | 502 | +7,950 | 362.19% | Q1 2026 | May 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 10,109 | 1,398 | 0.08% | 0.08% | 503 | +174 | 1.75% | Q1 2026 | Apr 20, 2026 |
| Tudor Financial Inc. | History | No change | 10,070 | 1,392 | 0.71% | 0.73% | 504 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| F&V Capital Management, LLC | History | Added to | 10,050 | 1,390 | 0.29% | 0.19% | 505 | +3,565 | 54.97% | Q1 2026 | Apr 27, 2026 |
| RBF Capital, LLC | History | No change | 10,000 | 1,383 | 0.07% | 0.06% | 506 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| ARIEL INVESTMENTS, LLC | History | New | 9,964 | 1,378 | 0.02% | — | 507 | +9,964 | New | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 9,746 | 1,374 | 0.02% | 0.02% | 508 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Efficient Advisors, LLC | History | Reduced | 9,906 | 1,370 | 0.1% | 0.13% | 509 | -5,793 | -36.9% | Q1 2026 | Apr 29, 2026 |
| Leo Wealth, LLC | History | Added to | 9,821 | 1,358 | 0.1% | 0.1% | 511 | +197 | 2.05% | Q1 2026 | May 05, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 9,823 | 1,358 | 0.11% | 0.12% | 510 | +14 | 0.14% | Q1 2026 | May 05, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 9,758 | 1,349 | 0.03% | 0.04% | 512 | -662 | -6.35% | Q1 2026 | May 15, 2026 |
| Mosaic Advisors LLC | History | Added to | 8,950 | 1,345 | 2.01% | 0.49% | 513 | +7,143 | 395.3% | Q1 2026 | May 04, 2026 |
| TrustWell Financial Advisors, LLC | History | Reduced | 9,674 | 1,338 | 1.26% | 1.34% | 514 | -185 | -1.88% | Q1 2026 | May 07, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 9,645 | 1,334 | 0.53% | 0.55% | 515 | +20 | 0.21% | Q1 2026 | Apr 29, 2026 |
| Drystone LLC | History | Added to | 9,609 | 1,329 | 1.2% | 1.2% | 516 | +117 | 1.23% | Q1 2026 | May 06, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 9,500 | 1,314 | 0.08% | 0.09% | 517 | +322 | 3.51% | Q1 2026 | Apr 28, 2026 |
| HighPoint Advisor Group LLC | History | New | 9,484 | 1,311 | 0.05% | — | 518 | +9,484 | New | Q1 2026 | May 14, 2026 |
| Latitude Advisors, LLC | History | Added to | 9,359 | 1,294 | 0.59% | 0.4% | 519 | +2,845 | 43.68% | Q1 2026 | Apr 27, 2026 |
| Brickley Wealth Management | History | Added to | 9,273 | 1,282 | 0.22% | 0.21% | 520 | +554 | 6.35% | Q1 2026 | May 04, 2026 |
| Principle Wealth Partners LLC | History | Added to | 9,272 | 1,282 | 0.07% | 0.07% | 521 | +218 | 2.41% | Q1 2026 | May 07, 2026 |
| Roundview Capital LLC | History | Added to | 9,225 | 1,275 | 0.08% | 0.07% | 522 | +795 | 9.43% | Q1 2026 | May 08, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 9,177 | 1,269 | 0.65% | 0.41% | 523 | +3,758 | 69.35% | Q1 2026 | May 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 9,165 | 1,267 | 0.03% | 0.03% | 524 | +119 | 1.32% | Q1 2026 | May 15, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 9,147 | 1,265 | 0.06% | 0.06% | 525 | +265 | 2.98% | Q1 2026 | May 04, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 9,115 | 1,260 | 0.15% | 0.15% | 526 | +394 | 4.52% | Q1 2026 | May 05, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 9,087 | 1,256 | 0.11% | 0.11% | 527 | -25 | -0.27% | Q1 2026 | Apr 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 9,076 | 1,255 | 0.07% | 0.07% | 528 | +3 | 0.03% | Q1 2026 | May 07, 2026 |
| Sellwood Investment Partners LLC | History | No change | 9,065 | 1,253 | 0.49% | 0.5% | 529 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Reduced | 9,045 | 1,251 | 0.01% | 0.01% | 530 | -4,631 | -33.86% | Q1 2026 | May 15, 2026 |
| Windward Private Wealth Management Inc. | History | Added to | 9,050 | 1,251 | 0.43% | 0.44% | 531 | +68 | 0.76% | Q1 2026 | May 06, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 9,013 | 1,246 | 0.17% | 0.18% | 532 | -108 | -1.18% | Q1 2026 | Apr 29, 2026 |
| Pine Harbor Wealth Management, LLC | History | Added to | 9,004 | 1,245 | 0.37% | 0.38% | 533 | +127 | 1.43% | Q1 2026 | Apr 28, 2026 |
| Compound Planning, Inc. | History | Added to | 8,883 | 1,228 | 0.04% | 0.04% | 534 | +56 | 0.63% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | New | 8,865 | 1,226 | 0.01% | — | 535 | +8,865 | New | Q1 2026 | May 12, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 8,802 | 1,217 | 0.0% | 0.0% | 536 | -39,479 | -81.77% | Q1 2026 | May 06, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 8,779 | 1,214 | 0.25% | 0.25% | 537 | +708 | 8.77% | Q1 2026 | Apr 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 8,762 | 1,211 | 0.02% | 0.03% | 538 | -993 | -10.18% | Q1 2026 | Apr 17, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 8,751 | 1,210 | 0.1% | 0.1% | 539 | +361 | 4.3% | Q1 2026 | May 15, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 8,596 | 1,188 | 0.16% | 0.17% | 540 | +47 | 0.55% | Q1 2026 | Apr 13, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | New | 8,513 | 1,181 | 0.6% | — | 542 | +8,513 | New | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 8,543 | 1,181 | 0.12% | 0.15% | 541 | +3 | 0.04% | Q1 2026 | Apr 06, 2026 |
| Trevian Wealth Management LLC | History | Added to | 8,533 | 1,180 | 0.58% | 0.57% | 543 | +1 | 0.01% | Q1 2026 | Apr 21, 2026 |
| Arlington Trust Co LLC | History | No change | 8,535 | 1,180 | 0.1% | 0.12% | 544 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Kendall Capital Management | History | Reduced | 8,462 | 1,170 | 0.24% | 0.26% | 545 | -220 | -2.53% | Q1 2026 | Apr 24, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 8,392 | 1,160 | 0.49% | 0.51% | 546 | +96 | 1.16% | Q1 2026 | Apr 15, 2026 |
| Unison Advisors LLC | History | Added to | 8,319 | 1,150 | 0.09% | 0.1% | 548 | +59 | 0.71% | Q1 2026 | Apr 28, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 8,156 | 1,150 | 0.13% | 0.13% | 547 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Capstone Financial Advisors, Inc. | History | New | 8,310 | 1,149 | 0.06% | — | 549 | +8,310 | New | Q1 2026 | May 15, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 8,250 | 1,141 | 0.39% | 0.23% | 550 | +4,133 | 100.39% | Q1 2026 | May 14, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 8,194 | 1,133 | 0.1% | 0.09% | 551 | +2,435 | 42.28% | Q1 2026 | May 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 8,181 | 1,131 | 0.03% | 0.03% | 552 | +1,980 | 31.93% | Q1 2026 | May 13, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 8,171 | 1,130 | 0.45% | 0.47% | 553 | -23 | -0.28% | Q1 2026 | Apr 08, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 8,166 | 1,129 | 0.29% | 0.4% | 554 | -1,975 | -19.48% | Q1 2026 | May 11, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 8,104 | 1,120 | 0.23% | 0.19% | 555 | -123 | -1.5% | Q1 2026 | Apr 22, 2026 |
| Sonoma Private Wealth LLC | History | Added to | 8,031 | 1,110 | 1.37% | 1.29% | 556 | +471 | 6.23% | Q1 2026 | May 15, 2026 |
| Advisor OS, LLC | History | New | 7,961 | 1,101 | 0.08% | — | 557 | +7,961 | New | Q1 2026 | May 07, 2026 |
| Argent Trust Co | History | Added to | 7,949 | 1,099 | 0.04% | 0.04% | 558 | +26 | 0.33% | Q1 2026 | May 13, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 7,918 | 1,095 | 0.22% | 0.23% | 559 | -140 | -1.74% | Q1 2026 | May 05, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 7,916 | 1,094 | 0.13% | 0.12% | 560 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Aspen Capital Management, LLC | History | Reduced | 7,909 | 1,093 | 0.27% | 0.28% | 561 | -54 | -0.68% | Q1 2026 | Apr 17, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 7,895 | 1,092 | 0.3% | 0.25% | 562 | +1,346 | 20.55% | Q1 2026 | May 12, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 7,888 | 1,091 | 0.11% | 0.1% | 563 | +798 | 11.26% | Q1 2026 | May 05, 2026 |
| Three Arch Wealth Management LLC | History | No change | 7,879 | 1,089 | 0.2% | 0.21% | 564 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Archford Capital Strategies, LLC | History | No change | 7,866 | 1,088 | 0.12% | 0.13% | 565 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 7,854 | 1,086 | 0.51% | 0.52% | 566 | +118 | 1.53% | Q1 2026 | May 14, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 7,793 | 1,077 | 0.02% | 0.03% | 567 | +47 | 0.61% | Q1 2026 | Apr 29, 2026 |
| One Capital Management, LLC | History | Reduced | 7,764 | 1,073 | 0.03% | 0.03% | 568 | -41 | -0.53% | Q1 2026 | May 12, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 7,738 | 1,070 | 0.0% | 0.0% | 569 | +75 | 0.98% | Q1 2026 | May 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 7,707 | 1,066 | 0.02% | 0.01% | 570 | +946 | 13.99% | Q1 2026 | May 13, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 7,665 | 1,060 | 0.5% | 0.5% | 571 | +15 | 0.2% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | Added to | 7,645 | 1,057 | 0.03% | 0.03% | 572 | +14 | 0.18% | Q1 2026 | Apr 09, 2026 |
| New England Professional Planning Group Inc. | History | No change | 7,574 | 1,047 | 0.44% | 0.45% | 573 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Essex Financial Services, Inc. | History | Added to | 7,553 | 1,044 | 0.06% | 0.06% | 574 | +156 | 2.11% | Q1 2026 | Apr 24, 2026 |
| Dodds Wealth, LLC | History | Reduced | 7,546 | 1,043 | 0.26% | 0.26% | 575 | -36 | -0.47% | Q1 2026 | May 08, 2026 |
| Brightwater Advisory LLC | History | Reduced | 7,528 | 1,041 | 0.69% | 0.72% | 577 | -30 | -0.4% | Q1 2026 | Apr 30, 2026 |
| GEN Financial Management, INC. | History | Added to | 7,529 | 1,041 | 0.64% | 0.67% | 576 | +26 | 0.35% | Q1 2026 | Apr 16, 2026 |
| Dunhill Financial, LLC | History | Reduced | 7,500 | 1,037 | 0.24% | 0.26% | 579 | -42 | -0.56% | Q1 2026 | May 06, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 7,500 | 1,037 | 0.09% | 0.07% | 578 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Sierra Capital LLC | History | Added to | 7,480 | 1,035 | 0.11% | 0.11% | 581 | +18 | 0.24% | Q1 2026 | May 15, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | No change | 7,500 | 1,035 | 0.48% | 0.5% | 580 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 7,449 | 1,030 | 0.15% | 0.15% | 582 | +228 | 3.16% | Q1 2026 | Apr 29, 2026 |
| Strait & Sound Wealth Management LLC | History | No change | 7,450 | 1,030 | 0.38% | 0.39% | 583 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 7,419 | 1,026 | 0.05% | 0.05% | 584 | -19 | -0.26% | Q1 2026 | May 15, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 7,352 | 1,016 | 0.17% | 0.17% | 585 | +196 | 2.74% | Q1 2026 | May 12, 2026 |
| Independent Wealth Advisors LLC | History | Reduced | 7,352 | 1,016 | 1.0% | 1.09% | 586 | -33 | -0.45% | Q1 2026 | May 22, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 7,295 | 1,008 | 0.02% | 0.02% | 587 | -148 | -1.99% | Q1 2026 | May 12, 2026 |
| First PREMIER Bank | History | Added to | 7,268 | 1,005 | 0.23% | 0.23% | 588 | +1 | 0.01% | Q1 2026 | Apr 20, 2026 |
| Newton One Investments LLC | History | Reduced | 7,261 | 1,004 | 0.27% | 0.35% | 589 | -1,177 | -13.95% | Q1 2026 | Apr 24, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 7,215 | 997 | 0.0% | 0.0% | 590 | -437 | -5.71% | Q1 2026 | May 14, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Reduced | 7,191 | 994 | 0.75% | 0.9% | 591 | -388 | -5.12% | Q1 2026 | Apr 13, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 7,162 | 990 | 0.5% | 0.52% | 592 | -146 | -2.0% | Q1 2026 | Apr 17, 2026 |
| Divergent Planning, LLC | History | No change | 6,964 | 989 | 0.25% | 0.25% | 593 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 7,132 | 986 | 0.03% | 0.03% | 594 | +8 | 0.11% | Q1 2026 | Apr 23, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 7,118 | 984 | 0.25% | 0.29% | 595 | -32 | -0.45% | Q1 2026 | Apr 16, 2026 |
| BARLOW WEALTH PARTNERS, LLC | History | No change | 6,525 | 984 | 0.11% | 0.1% | 596 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Elite Financial, Inc. | History | No change | 7,119 | 984 | 0.44% | 0.46% | 597 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 7,092 | 980 | 0.34% | 0.29% | 598 | +1,133 | 19.01% | Q1 2026 | Apr 01, 2026 |
| Y.D. More Investments Ltd | History | No change | 7,085 | 979 | 0.04% | 0.05% | 599 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| XTX Topco Ltd | History | Added to | 7,071 | 978 | 0.02% | 0.02% | 600 | +2,474 | 53.82% | Q1 2026 | May 15, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 7,055 | 975 | 0.08% | 0.08% | 601 | -32 | -0.45% | Q1 2026 | Apr 24, 2026 |
| Discipline Wealth Solutions, LLC | History | New | 6,990 | 966 | 0.1% | — | 603 | +6,990 | New | Q1 2026 | Apr 17, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 6,901 | 966 | 0.22% | 0.19% | 602 | -1,933 | -21.88% | Q1 2026 | Apr 14, 2026 |
| Summit Financial, LLC | History | Added to | 6,893 | 953 | 0.01% | 0.01% | 604 | +1,869 | 37.2% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 6,875 | 951 | 0.02% | 0.01% | 605 | +4,241 | 161.01% | Q1 2026 | Apr 14, 2026 |
| Financial Planning Fort Collins, LLC | History | Added to | 6,302 | 947 | 0.71% | 0.77% | 606 | +72 | 1.16% | Q1 2026 | Apr 27, 2026 |
| Kovack Advisors, Inc. | History | Added to | 6,785 | 944 | 0.05% | 0.03% | 607 | +1,482 | 27.95% | Q1 2026 | May 12, 2026 |
| FC Advisory LLC | History | Reduced | 6,823 | 943 | 0.28% | 0.28% | 608 | -45 | -0.66% | Q1 2026 | Apr 14, 2026 |
| CAPITAL CITY TRUST CO/FL | History | New | 6,815 | 942 | 0.22% | — | 609 | +6,815 | New | Q1 2026 | May 01, 2026 |
| Financial Perspectives, Inc | History | Added to | 6,690 | 925 | 0.26% | 0.22% | 610 | +774 | 13.08% | Q1 2026 | May 11, 2026 |
| SHP Wealth Management | History | Added to | 6,648 | 920 | 0.07% | 0.0% | 611 | +6,608 | 16520.0% | Q1 2026 | May 08, 2026 |
| FIRST INTERSTATE BANK | History | No change | 6,650 | 919 | 0.05% | 0.05% | 612 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Reduced | 6,600 | 912 | 0.01% | 0.02% | 613 | -26,992 | -80.35% | Q1 2026 | May 14, 2026 |
| Blue Edge Capital, LLC | History | No change | 6,452 | 910 | 0.12% | 0.12% | 614 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fiera Capital Corp | History | Added to | 6,531 | 903 | 0.0% | 0.0% | 615 | +405 | 6.61% | Q1 2026 | May 12, 2026 |
| Ballentine Partners, LLC | History | Added to | 6,472 | 895 | 0.01% | 0.01% | 616 | +112 | 1.76% | Q1 2026 | May 14, 2026 |
| ADE, LLC | History | Added to | 6,443 | 891 | 0.43% | 0.43% | 617 | +177 | 2.82% | Q1 2026 | May 14, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 6,402 | 885 | 0.12% | 0.15% | 618 | -2,175 | -25.36% | Q1 2026 | Apr 08, 2026 |
| Fiduciary Group, LLC | History | Added to | 6,395 | 884 | 0.08% | 0.03% | 619 | +3,700 | 137.29% | Q1 2026 | May 11, 2026 |
| Procyon Advisors, LLC | History | Added to | 6,353 | 878 | 0.04% | 0.04% | 620 | +369 | 6.17% | Q1 2026 | May 04, 2026 |
| WESBANCO BANK INC | History | Added to | 6,342 | 877 | 0.02% | 0.02% | 621 | +431 | 7.29% | Q1 2026 | Apr 21, 2026 |
| Berman McAleer LLC | History | Reduced | 6,331 | 875 | 0.12% | 0.12% | 622 | -117 | -1.81% | Q1 2026 | Apr 17, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 6,298 | 871 | 0.06% | 0.05% | 625 | +15 | 0.24% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 6,300 | 871 | 0.01% | 0.01% | 624 | +9 | 0.14% | Q1 2026 | Apr 20, 2026 |
| Wakefield Asset Management LLLP | History | No change | 6,297 | 871 | 0.23% | 0.24% | 623 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Triumph Capital Management | History | Added to | 6,271 | 867 | 0.18% | 0.03% | 626 | +5,177 | 473.22% | Q1 2026 | May 13, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 6,248 | 864 | 0.01% | 0.0% | 627 | +2,230 | 55.5% | Q1 2026 | Apr 24, 2026 |
| Vested Financial Planning, LLC | History | Added to | 6,231 | 861 | 0.66% | 0.67% | 628 | +81 | 1.32% | Q1 2026 | Apr 16, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 6,216 | 859 | 0.05% | 0.05% | 629 | -14 | -0.22% | Q1 2026 | Apr 30, 2026 |
| Birch Hill Investment Advisors LLC | History | New | 6,200 | 857 | 0.04% | — | 631 | +6,200 | New | Q1 2026 | Apr 29, 2026 |
| AMG National Trust Bank | History | Added to | 6,197 | 857 | 0.02% | 0.02% | 630 | +1,045 | 20.28% | Q1 2026 | May 04, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 6,195 | 856 | 0.0% | 0.01% | 632 | -1,285 | -17.18% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 6,191 | 856 | 0.01% | 0.01% | 633 | -285 | -4.4% | Q1 2026 | Apr 20, 2026 |
| Clear Street Group Inc. | History | New | 6,187 | 855 | 0.0% | — | 634 | +6,187 | New | Q1 2026 | May 15, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 6,164 | 852 | 0.04% | 0.03% | 635 | +709 | 13.0% | Q1 2026 | Apr 13, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 6,083 | 841 | 0.07% | — | 636 | +6,083 | New | Q1 2026 | May 06, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 6,040 | 835 | 0.06% | 0.07% | 637 | -310 | -4.88% | Q1 2026 | May 05, 2026 |
| BFI Infinity Ltd. | History | Reduced | 5,977 | 826 | 0.46% | 0.67% | 638 | -1,655 | -21.69% | Q1 2026 | Apr 13, 2026 |
| Fermata Advisors, LLC | History | Reduced | 5,971 | 825 | 0.19% | 0.2% | 639 | -56 | -0.93% | Q1 2026 | Apr 08, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 5,964 | 824 | 0.06% | 0.07% | 640 | -329 | -5.23% | Q1 2026 | Apr 27, 2026 |
| Lumbard & Kellner, LLC | History | No change | 5,914 | 818 | 0.28% | 0.29% | 641 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Belvedere Trading LLC | History | New | 5,900 | 816 | 0.0% | — | 643 | +5,900 | New | Q1 2026 | May 12, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 5,900 | 816 | 0.49% | 0.52% | 642 | +15 | 0.25% | Q1 2026 | Apr 27, 2026 |
| Plancorp, LLC | History | Added to | 5,597 | 811 | 0.02% | 0.02% | 644 | +12 | 0.21% | Q1 2026 | Apr 14, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 5,831 | 806 | 0.24% | 0.26% | 645 | +1 | 0.02% | Q1 2026 | Apr 15, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 5,658 | 783 | 0.1% | 0.11% | 647 | -31 | -0.54% | Q1 2026 | Apr 16, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 5,555 | 783 | 0.05% | 0.05% | 646 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Weaver Consulting Group | History | No change | 5,622 | 777 | 0.19% | 0.19% | 648 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ASPIRIANT, LLC | History | Added to | 5,601 | 774 | 0.02% | 0.02% | 649 | +472 | 9.2% | Q1 2026 | May 12, 2026 |
| August Group Capital Ltd | History | Added to | 5,588 | 772 | 0.9% | 0.75% | 650 | +802 | 16.76% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 5,553 | 767 | 0.0% | 0.08% | 651 | -639,718 | -99.14% | Q1 2026 | May 14, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 5,544 | 766 | 0.15% | 0.1% | 652 | +2,125 | 62.15% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 5,519 | 763 | 0.02% | 0.02% | 653 | -304 | -5.22% | Q1 2026 | May 11, 2026 |
| Vantus Wealth LLC | History | No change | 5,385 | 759 | 0.56% | 0.56% | 654 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CFO4Life Group, LLC | History | Added to | 5,463 | 755 | 0.12% | 0.07% | 655 | +2,120 | 63.42% | Q1 2026 | May 11, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 5,461 | 755 | 0.06% | 0.05% | 656 | +624 | 12.9% | Q1 2026 | Apr 30, 2026 |
| Retirement Planning Group, LLC | History | Added to | 5,413 | 748 | 0.02% | 0.02% | 657 | +2,164 | 66.61% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | Added to | 5,389 | 745 | 0.01% | 0.01% | 658 | +87 | 1.64% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Added to | 5,307 | 734 | 0.04% | 0.02% | 659 | +1,611 | 43.59% | Q1 2026 | May 14, 2026 |
| CLG LLC | History | Added to | 5,298 | 732 | 0.18% | 0.17% | 661 | +557 | 11.75% | Q1 2026 | May 14, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 5,297 | 732 | 0.31% | 0.3% | 660 | +340 | 6.86% | Q1 2026 | Apr 20, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 5,170 | 729 | 0.05% | 0.05% | 662 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 5,200 | 726 | 0.01% | 0.02% | 663 | -1,075 | -17.13% | Q1 2026 | May 14, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 5,250 | 726 | 0.11% | 0.12% | 664 | +11 | 0.21% | Q1 2026 | May 07, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 5,244 | 725 | 0.01% | 0.0% | 665 | +3,678 | 234.87% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Reduced | 5,203 | 719 | 0.04% | 0.05% | 666 | -2,709 | -34.24% | Q1 2026 | May 05, 2026 |
| Five Oceans Advisors | History | Added to | 5,190 | 717 | 0.26% | 0.26% | 667 | +29 | 0.56% | Q1 2026 | Apr 07, 2026 |
| Rakuten Securities, Inc. | History | Added to | 5,135 | 710 | 0.29% | 0.16% | 668 | +1,690 | 49.06% | Q1 2026 | May 01, 2026 |
| Verum Partners LLC | History | Added to | 5,119 | 708 | 0.13% | 0.13% | 669 | +420 | 8.94% | Q1 2026 | Apr 15, 2026 |
| American Money Management, LLC | History | No change | 5,110 | 706 | 0.11% | 0.11% | 670 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TrueWealth Financial Partners | History | New | 5,046 | 697 | 0.28% | — | 671 | +5,046 | New | Q1 2026 | May 20, 2026 |
| AE Wealth Management LLC | History | Reduced | 5,033 | 696 | 0.0% | 0.01% | 672 | -1,409 | -21.87% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 5,018 | 694 | 0.01% | 0.01% | 674 | +1,401 | 38.73% | Q1 2026 | Apr 13, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 5,019 | 694 | 0.04% | 0.04% | 673 | +268 | 5.64% | Q1 2026 | Apr 27, 2026 |
| ATLas Financial Planning LLC | History | Added to | 5,018 | 694 | 0.62% | 0.67% | 675 | +174 | 3.59% | Q1 2026 | Apr 27, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 4,985 | 689 | 0.05% | 0.06% | 676 | -1,438 | -22.39% | Q1 2026 | May 21, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 4,980 | 688 | 0.02% | 0.02% | 677 | +59 | 1.2% | Q1 2026 | May 07, 2026 |
| Unify Financial Advisors | History | Added to | 4,945 | 683 | 0.71% | 0.63% | 678 | +656 | 15.29% | Q1 2026 | Apr 23, 2026 |
| Boston Trust Walden Corp | History | No change | 4,925 | 681 | 0.01% | 0.01% | 679 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 4,914 | 679 | 0.01% | 0.01% | 680 | +1,431 | 41.09% | Q1 2026 | May 11, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | No change | 5,040 | 676 | 0.59% | 0.66% | 681 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 4,858 | 672 | 0.22% | 0.22% | 682 | +92 | 1.93% | Q1 2026 | May 15, 2026 |
| Wallace Advisory Group, LLC | History | Reduced | 4,855 | 671 | 0.72% | 0.73% | 683 | -62 | -1.26% | Q1 2026 | Apr 21, 2026 |
| HUB Investment Partners, LLC | History | Added to | 4,849 | 670 | 0.02% | 0.01% | 685 | +2,032 | 72.13% | Q1 2026 | May 15, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 4,784 | 670 | 0.04% | 0.04% | 684 | +656 | 15.89% | Q1 2026 | Apr 07, 2026 |
| Tenzing Financial LLC | History | Added to | 4,577 | 670 | 0.5% | 0.52% | 686 | +3 | 0.07% | Q1 2026 | Apr 15, 2026 |
| Cooper Financial Group | History | No change | 4,833 | 668 | 0.07% | 0.07% | 687 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BCR Wealth Strategies, LLC | History | Added to | 4,826 | 667 | 0.21% | 0.2% | 688 | +617 | 14.66% | Q1 2026 | May 01, 2026 |
| Monument Capital Management | History | Added to | 4,791 | 662 | 0.17% | 0.16% | 689 | +335 | 7.52% | Q1 2026 | Apr 15, 2026 |
| GREENLEAF TRUST | History | Added to | 4,766 | 659 | 0.01% | 0.01% | 690 | +398 | 9.11% | Q1 2026 | Apr 27, 2026 |
| Indivisible Partners | History | No change | 4,759 | 658 | 0.06% | 0.07% | 691 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 4,721 | 653 | 0.2% | 0.2% | 692 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 4,718 | 652 | 0.23% | 0.25% | 693 | +125 | 2.72% | Q1 2026 | Apr 21, 2026 |
| Riverwater Partners LLC | History | Added to | 4,707 | 651 | 0.22% | 0.26% | 694 | +2 | 0.04% | Q1 2026 | May 07, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 4,687 | 648 | 0.41% | 0.41% | 695 | -140 | -2.9% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 4,678 | 647 | 0.07% | 0.07% | 696 | -312 | -6.25% | Q1 2026 | May 11, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 4,676 | 646 | 0.09% | 0.09% | 697 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Visionary Wealth Advisors | History | Added to | 4,659 | 644 | 0.03% | 0.03% | 698 | +707 | 17.89% | Q1 2026 | May 13, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 4,648 | 642 | 0.1% | 0.09% | 699 | -40 | -0.85% | Q1 2026 | May 06, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 4,611 | 637 | 0.02% | 0.02% | 700 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 4,560 | 630 | 0.21% | 0.36% | 701 | -3,828 | -45.64% | Q1 2026 | Apr 08, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 4,534 | 627 | 0.05% | 0.06% | 702 | -2 | -0.04% | Q1 2026 | Apr 16, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 4,525 | 626 | 0.03% | 0.03% | 703 | +240 | 5.6% | Q1 2026 | May 12, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 4,527 | 626 | 0.52% | 0.53% | 704 | +126 | 2.86% | Q1 2026 | Apr 14, 2026 |
| Paragon Capital Management Ltd | History | New | 4,519 | 625 | 0.13% | — | 705 | +4,519 | New | Q1 2026 | Apr 15, 2026 |
| TCTC Holdings, LLC | History | Reduced | 4,500 | 622 | 0.02% | 0.02% | 706 | -47 | -1.03% | Q1 2026 | May 07, 2026 |
| National Philanthropic Trust | History | Reduced | 4,494 | 621 | 0.01% | 0.01% | 708 | -661 | -12.82% | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 4,493 | 621 | 0.01% | 0.02% | 707 | -546 | -10.84% | Q1 2026 | Apr 27, 2026 |
| Unconventional Investor, LLC | History | Added to | 4,464 | 617 | 0.29% | 0.27% | 709 | +384 | 9.41% | Q1 2026 | May 18, 2026 |
| Simplicity Wealth,LLC | History | Added to | 4,447 | 615 | 0.03% | 0.04% | 711 | +266 | 6.36% | Q1 2026 | Apr 30, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 4,452 | 615 | 0.0% | 0.0% | 710 | -239 | -5.09% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 4,389 | 607 | 0.0% | 0.0% | 712 | -359 | -7.56% | Q1 2026 | May 15, 2026 |
| Synergy Financial Group, LTD | History | Added to | 4,367 | 604 | 0.45% | 0.25% | 714 | +1,853 | 73.71% | Q1 2026 | May 14, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 4,373 | 604 | 0.0% | 0.0% | 713 | -340 | -7.21% | Q1 2026 | May 07, 2026 |
| Western Wealth Management, LLC | History | Added to | 4,352 | 601 | 0.02% | 0.02% | 715 | +1,707 | 64.54% | Q1 2026 | May 19, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 4,335 | 599 | 0.05% | 0.05% | 716 | +641 | 17.35% | Q1 2026 | Apr 30, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 4,321 | 597 | 0.06% | 0.07% | 717 | +40 | 0.93% | Q1 2026 | Apr 30, 2026 |
| Port Capital LLC | History | No change | 4,316 | 596 | 0.03% | 0.03% | 718 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 4,275 | 591 | 0.16% | 0.17% | 719 | +384 | 9.87% | Q1 2026 | Apr 09, 2026 |
| Hudock, Inc. | History | Reduced | 4,270 | 590 | 0.09% | 0.09% | 721 | -22 | -0.51% | Q1 2026 | May 13, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 4,270 | 590 | 0.04% | 0.04% | 720 | +5 | 0.12% | Q1 2026 | May 05, 2026 |
| McGinn Penninger Investment Management, Inc. | History | No change | 4,258 | 589 | 0.39% | 0.35% | 722 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Providence Capital Advisors, LLC | History | Added to | 4,246 | 587 | 0.1% | 0.08% | 723 | +872 | 25.84% | Q1 2026 | May 14, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 4,250 | 587 | 0.27% | 0.26% | 724 | +50 | 1.19% | Q1 2026 | May 12, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 4,208 | 581 | 0.09% | 0.1% | 725 | -146 | -3.35% | Q1 2026 | Apr 14, 2026 |
| Resolute Advisors LLC | History | Added to | 4,192 | 579 | 0.24% | 0.16% | 726 | +649 | 18.32% | Q1 2026 | May 07, 2026 |
| Curbstone Financial Management Corp | History | No change | 4,180 | 578 | 0.11% | 0.11% | 727 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 4,175 | 577 | 0.4% | 0.4% | 728 | +10 | 0.24% | Q1 2026 | May 08, 2026 |
| LGL PARTNERS, LLC | History | Added to | 4,169 | 576 | 0.24% | 0.25% | 729 | +10 | 0.24% | Q1 2026 | May 14, 2026 |
| Flower City Capital | History | Added to | 4,147 | 573 | 0.29% | 0.29% | 730 | +179 | 4.51% | Q1 2026 | Apr 14, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 4,136 | 572 | 0.09% | 0.05% | 731 | +1,670 | 67.72% | Q1 2026 | Apr 09, 2026 |
| Olistico Wealth, LLC | History | No change | 4,132 | 571 | 0.28% | 0.28% | 732 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 4,111 | 568 | 0.04% | 0.03% | 735 | +1,141 | 38.42% | Q1 2026 | Apr 27, 2026 |
| Brookstone Capital Management | History | Added to | 4,113 | 568 | 0.01% | 0.01% | 733 | +813 | 24.64% | Q1 2026 | Apr 16, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 4,111 | 568 | 0.02% | 0.02% | 734 | +237 | 6.12% | Q1 2026 | Apr 08, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Added to | 4,070 | 562 | 0.16% | 0.14% | 736 | +705 | 20.95% | Q1 2026 | May 07, 2026 |
| Lincoln Capital LLC | History | Added to | 4,050 | 559 | 0.11% | 0.1% | 737 | +33 | 0.82% | Q1 2026 | May 01, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 4,006 | 554 | 0.16% | 0.15% | 738 | +385 | 10.63% | Q1 2026 | Apr 22, 2026 |
| Lighthouse Financial LLC | History | No change | 4,000 | 553 | 0.33% | 0.37% | 739 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 3,995 | 552 | 0.08% | 0.09% | 740 | -207 | -4.93% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 3,984 | 551 | 0.03% | 0.05% | 741 | -2,095 | -34.46% | Q1 2026 | Apr 17, 2026 |
| First Pacific Financial | History | Added to | 3,969 | 548 | 0.07% | 0.0% | 742 | +3,867 | 3791.18% | Q1 2026 | Apr 23, 2026 |
| Berger Financial Group, Inc | History | Reduced | 3,955 | 547 | 0.03% | 0.03% | 744 | -14 | -0.35% | Q1 2026 | Apr 28, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 3,959 | 547 | 0.06% | 0.06% | 743 | +9 | 0.23% | Q1 2026 | May 12, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 3,936 | 544 | 0.1% | 0.09% | 745 | +280 | 7.66% | Q1 2026 | May 04, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 3,929 | 543 | 0.0% | 0.0% | 746 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MBE Wealth Management, LLC | History | No change | 3,928 | 543 | 0.23% | 0.23% | 747 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 3,854 | 543 | 0.18% | 0.18% | 748 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 3,833 | 540 | 0.04% | 0.04% | 749 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | Added to | 3,888 | 537 | 0.0% | 0.0% | 750 | +1,444 | 59.08% | Q1 2026 | May 11, 2026 |
| Lesa Sroufe & Co | History | Added to | 3,854 | 533 | 0.36% | 0.39% | 751 | +103 | 2.75% | Q1 2026 | Apr 27, 2026 |
| MorganRosel Wealth Management, LLC | History | Added to | 3,847 | 532 | 0.21% | 0.14% | 752 | +2 | 0.05% | Q1 2026 | May 06, 2026 |
| Estate Planners Group, LLC | History | New | 3,845 | 531 | 0.26% | — | 753 | +3,845 | New | Q1 2026 | May 11, 2026 |
| DSG Capital Advisors, LLC | History | Added to | 3,816 | 527 | 0.08% | 0.08% | 754 | +66 | 1.76% | Q1 2026 | Apr 27, 2026 |
| Evelyn Partners Investment Management LLP | History | Added to | 3,810 | 526 | 0.01% | 0.01% | 755 | +1,100 | 40.59% | Q1 2026 | May 15, 2026 |
| DB Fitzpatrick & Co, Inc | History | Reduced | 3,800 | 525 | 0.45% | 1.29% | 756 | -6,486 | -63.06% | Q1 2026 | Apr 27, 2026 |
| Battery Global Advisors, LLC | History | Reduced | 3,770 | 521 | 0.28% | 29.27% | 758 | -184,667 | -98.0% | Q1 2026 | May 14, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 3,767 | 521 | 0.06% | 0.06% | 757 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | New | 3,451 | 517 | 0.16% | — | 759 | +3,451 | New | Q1 2026 | May 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 3,709 | 513 | 0.03% | 0.03% | 760 | +162 | 4.57% | Q1 2026 | Apr 15, 2026 |
| BOS Asset Management, LLC | History | No change | 3,685 | 509 | 0.13% | 0.14% | 761 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 3,679 | 508 | 0.2% | 0.23% | 762 | -286 | -7.21% | Q1 2026 | Apr 22, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 3,663 | 506 | 0.05% | 0.02% | 763 | +2,193 | 149.18% | Q1 2026 | May 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 3,651 | 505 | 0.0% | 0.0% | 764 | -41 | -1.11% | Q1 2026 | Apr 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 3,651 | 505 | 0.01% | 0.01% | 765 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 3,637 | 503 | 0.31% | 0.22% | 766 | +1,157 | 46.65% | Q1 2026 | Apr 21, 2026 |
| Ballast Financial Advisors LLC | History | Added to | 3,617 | 500 | 0.51% | 0.41% | 768 | +798 | 28.31% | Q1 2026 | May 13, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 3,616 | 500 | 0.23% | 0.22% | 767 | +8 | 0.22% | Q1 2026 | May 04, 2026 |
| Sigma Planning Corp | History | Added to | 3,607 | 498 | 0.01% | 0.01% | 769 | +626 | 21.0% | Q1 2026 | May 04, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 3,583 | 495 | 0.15% | 0.16% | 770 | -234 | -6.13% | Q1 2026 | May 05, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 3,577 | 494 | 0.02% | 0.03% | 771 | -4,707 | -56.82% | Q1 2026 | May 18, 2026 |
| Gross & Hartman Investments LLC | History | Added to | 3,564 | 493 | 0.26% | 0.26% | 775 | +339 | 10.51% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 3,571 | 493 | 0.01% | 0.01% | 772 | +20 | 0.56% | Q1 2026 | Apr 15, 2026 |
| Cheviot Value Management, LLC | History | No change | 3,571 | 493 | 0.05% | 0.05% | 773 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Formidable Asset Management, LLC | History | No change | 3,500 | 493 | 0.08% | 0.07% | 774 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Tactive Advisors, LLC | History | Reduced | 3,562 | 492 | 0.14% | 0.2% | 778 | -1,354 | -27.54% | Q1 2026 | Apr 16, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 3,564 | 492 | 0.01% | 0.01% | 776 | +70 | 2.0% | Q1 2026 | Apr 10, 2026 |
| Columbus Macro, LLC | History | No change | 3,562 | 492 | 0.05% | 0.05% | 777 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 3,551 | 491 | 0.02% | 0.02% | 779 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 3,546 | 490 | 0.01% | 0.01% | 780 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 3,522 | 487 | 0.0% | 0.0% | 781 | +650 | 22.63% | Q1 2026 | Apr 07, 2026 |
| Arax Advisory Partners | History | Added to | 3,523 | 487 | 0.01% | 0.01% | 782 | +249 | 7.61% | Q1 2026 | May 13, 2026 |
| Advisory Alpha, LLC | History | New | 3,496 | 483 | 0.01% | — | 783 | +3,496 | New | Q1 2026 | May 14, 2026 |
| Fort Vancouver Investment Management, LLC | History | Reduced | 3,482 | 481 | 0.24% | 0.28% | 784 | -206 | -5.59% | Q1 2026 | May 15, 2026 |
| Forum Financial Management, LP | History | Added to | 3,464 | 479 | 0.01% | 0.01% | 785 | +37 | 1.08% | Q1 2026 | Apr 23, 2026 |
| Rinkey Investments | History | Reduced | 3,435 | 475 | 0.12% | 0.12% | 786 | -4 | -0.12% | Q1 2026 | May 11, 2026 |
| GTS SECURITIES LLC | History | Reduced | 3,432 | 474 | 0.02% | 0.04% | 788 | -5,693 | -62.39% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | No change | 3,429 | 474 | 0.0% | 0.0% | 787 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Addis & Hill, Inc | History | Reduced | 3,408 | 471 | 0.29% | 0.3% | 789 | -136 | -3.84% | Q1 2026 | Apr 16, 2026 |
| Perennial Advisors, LLC | History | Added to | 3,405 | 470 | 0.08% | 0.08% | 790 | +50 | 1.49% | Q1 2026 | Apr 13, 2026 |
| Geometric Wealth Advisors | History | No change | 3,372 | 466 | 0.06% | 0.06% | 791 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Financial Planning Navigators CORP | History | Reduced | 3,367 | 465 | 0.2% | 0.35% | 792 | -1,987 | -37.11% | Q1 2026 | Apr 21, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 3,361 | 464 | 0.25% | 0.25% | 793 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | No change | 3,343 | 462 | 0.24% | 0.24% | 794 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 3,331 | 460 | 0.35% | 0.28% | 797 | +717 | 27.43% | Q1 2026 | Apr 16, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 3,332 | 460 | 0.04% | 0.04% | 795 | -150 | -4.31% | Q1 2026 | Apr 21, 2026 |
| WealthSpring Partners, LLC | History | Added to | 3,330 | 460 | 0.42% | 0.48% | 796 | +3 | 0.09% | Q1 2026 | Apr 20, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Added to | 3,319 | 459 | 0.13% | 0.13% | 798 | +5 | 0.15% | Q1 2026 | Apr 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 3,298 | 456 | 0.03% | 0.03% | 799 | +424 | 14.75% | Q1 2026 | Apr 13, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 3,268 | 452 | 0.05% | 0.05% | 800 | +156 | 5.01% | Q1 2026 | Apr 17, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | Reduced | 2,970 | 449 | 0.19% | 0.2% | 801 | -530 | -15.14% | Q1 2026 | May 11, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 3,242 | 448 | 0.06% | 0.06% | 802 | -34 | -1.04% | Q1 2026 | Apr 28, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 3,241 | 448 | 0.1% | 0.11% | 803 | +9 | 0.28% | Q1 2026 | May 21, 2026 |
| SMART Wealth LLC | History | New | 3,229 | 446 | 0.13% | — | 805 | +3,229 | New | Q1 2026 | Apr 23, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 3,230 | 446 | 0.11% | 0.15% | 804 | -1,228 | -27.55% | Q1 2026 | May 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 3,184 | 440 | 0.03% | — | 807 | +3,184 | New | Q1 2026 | Apr 20, 2026 |
| Lutz Financial Services LLC | History | Added to | 3,183 | 440 | 0.03% | 0.03% | 806 | +195 | 6.53% | Q1 2026 | May 04, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 3,172 | 438 | 0.04% | 0.04% | 808 | +335 | 11.81% | Q1 2026 | Apr 07, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 3,151 | 435 | 0.02% | 0.02% | 809 | -51 | -1.59% | Q1 2026 | May 12, 2026 |
| Tillman Hartley LLC | History | Reduced | 3,114 | 430 | 0.11% | 0.11% | 810 | -69 | -2.17% | Q1 2026 | May 08, 2026 |
| Burton Enright Welch | History | Added to | 3,104 | 429 | 0.06% | 0.06% | 812 | +47 | 1.54% | Q1 2026 | May 01, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 3,202 | 429 | 0.03% | 0.02% | 811 | -5 | -0.16% | Q1 2026 | May 14, 2026 |
| Xena Financial Planning, LLC | History | Added to | 3,099 | 428 | 0.48% | 0.41% | 813 | +625 | 25.26% | Q1 2026 | Apr 14, 2026 |
| KWMG, LLC | History | Added to | 3,090 | 427 | 0.04% | 0.04% | 814 | +34 | 1.11% | Q1 2026 | Apr 09, 2026 |
| Genus Capital Management Inc. | History | Reduced | 3,068 | 424 | 0.05% | 0.1% | 815 | -2,917 | -48.74% | Q1 2026 | May 01, 2026 |
| RS CRUM INC. | History | Added to | 3,060 | 423 | 0.08% | 0.08% | 816 | +55 | 1.83% | Q1 2026 | Apr 15, 2026 |
| Pointe Capital Management LLC | History | No change | 3,039 | 420 | 0.21% | 0.21% | 817 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WealthShield Partners, LLC | History | Added to | 3,026 | 418 | 0.05% | 0.05% | 818 | +12 | 0.4% | Q1 2026 | May 01, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 3,000 | 414 | 0.02% | 0.02% | 819 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 2,986 | 413 | 0.04% | 0.04% | 820 | +43 | 1.46% | Q1 2026 | May 06, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 2,983 | 412 | 0.03% | 0.03% | 821 | -101 | -3.27% | Q1 2026 | May 12, 2026 |
| Applied Capital LLC | History | Reduced | 2,981 | 412 | 0.15% | 0.17% | 822 | -64 | -2.1% | Q1 2026 | Apr 22, 2026 |
| RAM Investment Partners, LLC | History | Added to | 2,982 | 412 | 0.07% | 0.08% | 823 | +14 | 0.47% | Q1 2026 | May 04, 2026 |
| ETF Portfolio Partners, Inc. | History | Reduced | 2,963 | 409 | 0.11% | 0.13% | 824 | -568 | -16.09% | Q1 2026 | May 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 2,956 | 408 | 0.01% | 0.01% | 825 | +152 | 5.42% | Q1 2026 | Apr 29, 2026 |
| SmartHarvest Portfolios, LLC | History | No change | 2,947 | 407 | 0.17% | 0.14% | 826 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CENTRAL TRUST Co | History | Added to | 2,928 | 405 | 0.01% | 0.01% | 827 | +291 | 11.04% | Q1 2026 | Apr 17, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 2,926 | 404 | 0.29% | 0.06% | 828 | +554 | 23.36% | Q1 2026 | Apr 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,920 | 403 | 0.0% | 0.0% | 831 | +2,214 | 313.6% | Q1 2026 | May 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 2,917 | 403 | 0.02% | 0.02% | 829 | +368 | 14.44% | Q1 2026 | May 18, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 2,917 | 403 | 0.01% | 0.01% | 830 | +1 | 0.03% | Q1 2026 | May 15, 2026 |
| Cypress Wealth Services, LLC | History | No change | 2,917 | 403 | 0.06% | 0.06% | 832 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Gambit Capital Management, LLC | History | No change | 2,920 | 403 | 0.28% | 0.29% | 833 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fielder Capital Group LLC | History | Added to | 2,908 | 402 | 0.09% | 0.09% | 834 | +3 | 0.1% | Q1 2026 | May 12, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 2,891 | 399 | 0.02% | 0.02% | 835 | -369 | -11.32% | Q1 2026 | May 05, 2026 |
| Foster Victor Wealth Advisors, LLC | History | New | 2,688 | 398 | 0.02% | — | 836 | +2,688 | New | Q1 2026 | Apr 20, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | New | 2,872 | 397 | 0.01% | — | 837 | +2,872 | New | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 2,857 | 395 | 0.0% | 0.0% | 838 | -1,028 | -26.46% | Q1 2026 | May 14, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 2,820 | 390 | 0.02% | 0.02% | 839 | -173 | -5.78% | Q1 2026 | May 08, 2026 |
| Claret Asset Management Corp | History | No change | 2,810 | 389 | 0.05% | 0.05% | 840 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vantage Point Financial LLC | History | Added to | 2,799 | 387 | 0.14% | 0.1% | 841 | +760 | 37.27% | Q1 2026 | May 01, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 2,750 | 387 | 0.24% | 0.24% | 842 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| West Financial Advisors, LLC | History | Added to | 2,789 | 385 | 0.07% | 0.06% | 843 | +169 | 6.45% | Q1 2026 | Apr 08, 2026 |
| Templeton & Phillips Capital Management, LLC | History | No change | 2,778 | 384 | 0.31% | 0.26% | 844 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 2,747 | 383 | 0.03% | 0.02% | 845 | +160 | 6.18% | Q1 2026 | May 01, 2026 |
| Callan Family Office, LLC | History | Reduced | 2,748 | 380 | 0.01% | 0.01% | 846 | -71 | -2.52% | Q1 2026 | May 13, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | New | 2,740 | 379 | 0.07% | — | 848 | +2,740 | New | Q1 2026 | May 14, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 2,746 | 379 | 0.22% | 0.23% | 847 | -88 | -3.11% | Q1 2026 | Apr 10, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 2,738 | 378 | 0.02% | 0.02% | 849 | -2 | -0.07% | Q1 2026 | Apr 23, 2026 |
| OneAscent Financial Services LLC | History | New | 2,729 | 377 | 0.02% | — | 850 | +2,729 | New | Q1 2026 | Apr 21, 2026 |
| Winthrop Advisory Group LLC | History | New | 2,725 | 376 | 0.03% | — | 851 | +2,725 | New | Q1 2026 | Apr 13, 2026 |
| McCartney Wealth Management LLC | History | Added to | 2,694 | 372 | 0.31% | 0.19% | 854 | +1,139 | 73.25% | Q1 2026 | May 11, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 2,691 | 372 | 0.04% | 0.03% | 853 | +801 | 42.38% | Q1 2026 | May 06, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 2,476 | 372 | 0.01% | 0.02% | 852 | -334 | -11.89% | Q1 2026 | Apr 24, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 2,673 | 369 | 0.03% | 0.03% | 857 | +161 | 6.41% | Q1 2026 | Apr 17, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 2,672 | 369 | 0.09% | 0.1% | 856 | -12 | -0.45% | Q1 2026 | Apr 10, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 2,668 | 369 | 0.01% | 0.01% | 855 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 2,666 | 368 | 0.1% | 0.1% | 858 | +6 | 0.23% | Q1 2026 | Apr 16, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 2,654 | 367 | 0.01% | 0.02% | 859 | -433 | -14.03% | Q1 2026 | Apr 17, 2026 |
| NORDEN GROUP LLC | History | Reduced | 2,657 | 367 | 0.04% | 0.04% | 860 | -251 | -8.63% | Q1 2026 | Apr 15, 2026 |
| WESPAC Advisors, LLC | History | Added to | 2,642 | 365 | 0.2% | 0.13% | 861 | +902 | 51.84% | Q1 2026 | Apr 28, 2026 |
| MontVue Capital Management, Inc. | History | Reduced | 2,634 | 364 | 0.25% | 0.25% | 863 | -20 | -0.75% | Q1 2026 | Apr 16, 2026 |
| Smith Salley Wealth Management | History | No change | 2,637 | 364 | 0.02% | 0.02% | 862 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| REBALANCE, LLC | History | Added to | 2,617 | 361 | 0.02% | 0.02% | 864 | +3 | 0.11% | Q1 2026 | May 11, 2026 |
| Leith Wheeler Investment Counsel Ltd. | History | No change | 2,590 | 358 | 0.03% | 0.03% | 865 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 2,594 | 358 | 0.06% | 0.06% | 866 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,587 | 357 | 0.01% | 0.01% | 867 | +1,260 | 94.95% | Q1 2026 | Apr 07, 2026 |
| M Wealth Management, LLC | History | Reduced | 2,577 | 356 | 0.3% | 0.32% | 868 | -54 | -2.05% | Q1 2026 | May 15, 2026 |
| Main Management LLC | History | Reduced | 2,569 | 355 | 0.03% | 0.03% | 869 | -43 | -1.65% | Q1 2026 | May 14, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 2,572 | 355 | 0.17% | 0.17% | 870 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Clarion Wealth Managment Partners, LLC | History | New | 2,562 | 354 | 0.32% | — | 873 | +2,562 | New | Q1 2026 | May 08, 2026 |
| Boston Standard Wealth Management, LLC | History | Reduced | 2,537 | 354 | 0.06% | 0.06% | 872 | -67 | -2.57% | Q1 2026 | Apr 20, 2026 |
| BANK OF HAWAII | History | No change | 2,563 | 354 | 0.02% | 0.02% | 871 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 2,553 | 353 | 0.21% | 0.18% | 875 | +558 | 27.97% | Q1 2026 | May 12, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 2,552 | 353 | 0.03% | 0.03% | 874 | +44 | 1.75% | Q1 2026 | May 04, 2026 |
| Gibbs Wealth Management | History | Added to | 2,547 | 352 | 0.05% | 0.08% | 877 | +217 | 9.31% | Q1 2026 | May 13, 2026 |
| Facet Wealth, Inc. | History | Added to | 2,549 | 352 | 0.01% | 0.01% | 876 | +77 | 3.11% | Q1 2026 | May 07, 2026 |
| Next Capital Management LLC | History | Added to | 2,539 | 351 | 0.11% | 0.11% | 878 | +175 | 7.4% | Q1 2026 | May 07, 2026 |
| Centurion Wealth Management LLC | History | No change | 2,540 | 351 | 0.08% | 0.08% | 879 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Caitlin John, LLC | History | No change | 2,540 | 351 | 0.21% | 0.23% | 880 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | Added to | 2,531 | 350 | 0.31% | 0.31% | 882 | +200 | 8.58% | Q1 2026 | Apr 28, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 2,534 | 350 | 0.1% | 0.1% | 881 | -1 | -0.04% | Q1 2026 | Apr 21, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | No change | 2,496 | 345 | 0.22% | 0.22% | 883 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 2,489 | 344 | 0.14% | 0.12% | 884 | +287 | 13.03% | Q1 2026 | May 04, 2026 |
| Innova Wealth Partners | History | Added to | 2,478 | 342 | 0.16% | 0.15% | 886 | +428 | 20.88% | Q1 2026 | Apr 24, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 2,477 | 342 | 0.08% | 0.07% | 885 | +182 | 7.93% | Q1 2026 | Apr 03, 2026 |
| Marin Bay Wealth Advisors, LLC | History | New | 2,461 | 340 | 0.2% | — | 887 | +2,461 | New | Q1 2026 | May 11, 2026 |
| Genesis Wealth Advisors, LLC | History | Reduced | 2,450 | 338 | 0.23% | 0.24% | 888 | -25 | -1.01% | Q1 2026 | May 04, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 2,429 | 336 | 0.04% | 0.05% | 889 | +2 | 0.08% | Q1 2026 | Apr 30, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 2,428 | 335 | 0.02% | 0.03% | 890 | -8 | -0.33% | Q1 2026 | May 19, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 2,415 | 334 | 0.25% | 0.25% | 891 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 2,397 | 331 | 0.12% | 0.12% | 892 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 2,390 | 330 | 0.02% | 0.01% | 893 | +127 | 5.61% | Q1 2026 | Apr 29, 2026 |
| Ferguson Johnson Wealth Management Inc | History | New | 2,381 | 329 | 0.27% | — | 896 | +2,381 | New | Q1 2026 | May 05, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 2,382 | 329 | 0.04% | 0.03% | 894 | +516 | 27.65% | Q1 2026 | Apr 28, 2026 |
| Clark Asset Management, LLC | History | Added to | 2,382 | 329 | 0.03% | 0.03% | 895 | +3 | 0.13% | Q1 2026 | Apr 16, 2026 |
| Essential Partners LLC | History | Added to | 2,368 | 327 | 0.11% | 0.09% | 900 | +317 | 15.46% | Q1 2026 | May 21, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Added to | 2,366 | 327 | 0.12% | 0.12% | 899 | +126 | 5.63% | Q1 2026 | May 08, 2026 |
| Alliance Wealth Management Group | History | No change | 2,365 | 327 | 0.07% | 0.07% | 897 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Towercrest Capital Management | History | No change | 2,365 | 327 | 0.05% | 0.05% | 898 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Red Door Wealth Management, LLC | History | No change | 2,360 | 326 | 0.03% | 0.03% | 901 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 2,326 | 321 | 0.13% | 0.13% | 902 | -17 | -0.73% | Q1 2026 | Apr 24, 2026 |
| Cynosure Group, LLC | History | Added to | 2,314 | 320 | 0.04% | 0.03% | 903 | +4 | 0.17% | Q1 2026 | May 13, 2026 |
| Columbia River Financial Group, LLC | History | Reduced | 2,285 | 316 | 0.18% | 0.2% | 904 | -32 | -1.38% | Q1 2026 | May 12, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 2,276 | 314 | 0.15% | — | 908 | +2,276 | New | Q1 2026 | Apr 15, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 2,272 | 314 | 0.09% | 0.1% | 905 | +4 | 0.18% | Q1 2026 | Apr 30, 2026 |
| Embree Financial Group | History | Added to | 2,277 | 314 | 0.04% | 0.04% | 907 | +3 | 0.13% | Q1 2026 | Apr 23, 2026 |
| Modus Advisors, LLC | History | No change | 2,272 | 314 | 0.09% | 0.08% | 906 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Heritage Trust Co | History | Added to | 2,264 | 313 | 0.03% | 0.03% | 909 | +178 | 8.53% | Q1 2026 | May 13, 2026 |
| NWAM LLC | History | Added to | 2,256 | 312 | 0.02% | 0.02% | 910 | +86 | 3.96% | Q1 2026 | May 04, 2026 |
| Riverbend Wealth Management, LLC | History | Reduced | 2,259 | 312 | 0.18% | 0.2% | 911 | -4 | -0.18% | Q1 2026 | Apr 22, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 2,255 | 311 | 0.1% | 0.1% | 912 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Algorithmic Investment Models, LLC | History | Reduced | 2,248 | 310 | 0.38% | 0.64% | 913 | -1,458 | -39.34% | Q1 2026 | May 14, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 2,246 | 310 | 0.2% | 0.31% | 914 | -914 | -28.92% | Q1 2026 | Apr 14, 2026 |
| Composition Wealth, LLC | History | Reduced | 2,232 | 308 | 0.0% | 0.01% | 915 | -346 | -13.42% | Q1 2026 | Apr 08, 2026 |
| JP Wealth Management, Inc. | History | No change | 2,230 | 308 | 0.21% | 0.22% | 916 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 2,214 | 306 | 0.0% | 0.0% | 917 | +771 | 53.43% | Q1 2026 | Apr 17, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | New | 2,206 | 305 | 0.13% | — | 918 | +2,206 | New | Q1 2026 | May 15, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | Added to | 2,200 | 304 | 0.08% | 0.08% | 921 | +14 | 0.64% | Q1 2026 | Apr 22, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 2,202 | 304 | 0.05% | 0.05% | 920 | +4 | 0.18% | Q1 2026 | Apr 21, 2026 |
| Matisse Capital | History | Added to | 2,205 | 304 | 0.13% | 0.14% | 919 | +1 | 0.05% | Q1 2026 | May 08, 2026 |
| Register Financial Advisors LLC | History | Added to | 2,186 | 302 | 0.11% | 0.12% | 922 | +69 | 3.26% | Q1 2026 | Apr 15, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Reduced | 2,174 | 300 | 0.03% | 0.03% | 923 | -85 | -3.76% | Q1 2026 | Apr 23, 2026 |
| Fiduciary Alliance LLC | History | New | 2,013 | 299 | 0.02% | — | 926 | +2,013 | New | Q1 2026 | Apr 20, 2026 |
| Urban Financial Advisory Corp | History | Added to | 2,168 | 299 | 0.11% | 0.1% | 925 | +315 | 17.0% | Q1 2026 | May 08, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 2,165 | 299 | 0.03% | 0.03% | 924 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 2,157 | 298 | 0.02% | 0.02% | 927 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| United Wealth Management, LLC | History | Reduced | 2,142 | 296 | 0.07% | 0.09% | 931 | -306 | -12.5% | Q1 2026 | May 01, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 2,144 | 296 | 0.1% | 0.11% | 928 | +4 | 0.19% | Q1 2026 | Apr 22, 2026 |
| TruNorth Capital Management, LLC | History | No change | 2,143 | 296 | 0.06% | 0.06% | 929 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 2,140 | 296 | 0.03% | 0.03% | 930 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Phoenix Financial Ltd. | History | No change | 2,135 | 295 | 0.0% | 0.0% | 932 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EQUITABLE TRUST CO | History | New | 2,132 | 294 | 0.01% | — | 933 | +2,132 | New | Q1 2026 | Apr 30, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | Added to | 2,120 | 293 | 0.11% | 0.1% | 934 | +137 | 6.91% | Q1 2026 | May 08, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Added to | 2,119 | 293 | 0.24% | 0.21% | 935 | +5 | 0.24% | Q1 2026 | May 13, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 2,106 | 291 | 0.0% | 0.02% | 936 | -6,024 | -74.1% | Q1 2026 | May 05, 2026 |
| PGIM Custom Harvest LLC | History | New | 2,102 | 290 | 0.0% | — | 938 | +2,102 | New | Q1 2026 | May 13, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 2,101 | 290 | 0.02% | 0.02% | 937 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 2,096 | 289 | 0.04% | 0.05% | 939 | +2 | 0.1% | Q1 2026 | May 08, 2026 |
| Evolution Advisers, Inc. | History | Added to | 2,074 | 286 | 0.12% | 0.13% | 941 | +8 | 0.39% | Q1 2026 | May 01, 2026 |
| Powerhouse Assets LLC | History | Added to | 2,072 | 286 | 0.25% | 0.26% | 940 | +2 | 0.1% | Q1 2026 | Apr 28, 2026 |
| Ascent Group, LLC | History | No change | 2,075 | 286 | 0.01% | 0.01% | 942 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 2,067 | 285 | 0.06% | 0.07% | 943 | +1 | 0.05% | Q1 2026 | Apr 27, 2026 |
| Petix & Botte Co | History | No change | 2,062 | 285 | 0.06% | 0.07% | 944 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Bernardo Wealth Planning LLC | History | New | 2,053 | 284 | 0.06% | — | 946 | +2,053 | New | Q1 2026 | Apr 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,056 | 284 | 0.02% | 0.01% | 945 | +1,059 | 106.22% | Q1 2026 | May 05, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 2,047 | 283 | 0.02% | 0.02% | 947 | -195 | -8.7% | Q1 2026 | May 12, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 2,048 | 283 | 0.06% | 0.06% | 949 | -35 | -1.68% | Q1 2026 | May 06, 2026 |
| Wick Capital Partners, LLC | History | No change | 2,046 | 283 | 0.05% | 0.05% | 948 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Balboa Wealth Partners | History | Added to | 2,044 | 282 | 0.05% | 0.05% | 950 | +6 | 0.29% | Q1 2026 | Apr 16, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 2,035 | 281 | 0.16% | 0.18% | 951 | +5 | 0.25% | Q1 2026 | Apr 16, 2026 |
| Sage Capital Advisors,llc | History | Added to | 2,025 | 280 | 0.06% | 0.07% | 952 | +2 | 0.1% | Q1 2026 | Apr 07, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 2,022 | 279 | 0.01% | 0.02% | 953 | -657 | -24.52% | Q1 2026 | Apr 29, 2026 |
| Garde Capital, Inc. | History | Reduced | 2,024 | 279 | 0.02% | 0.02% | 954 | -24 | -1.17% | Q1 2026 | Apr 28, 2026 |
| Frankly Finances, LLC | History | Added to | 2,016 | 278 | 0.25% | 0.23% | 955 | +271 | 15.53% | Q1 2026 | Apr 29, 2026 |
| CERTUITY, LLC | History | New | 2,002 | 276 | 0.02% | — | 963 | +2,002 | New | Q1 2026 | May 11, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | New | 2,000 | 276 | 0.01% | — | 962 | +2,000 | New | Q1 2026 | May 11, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 2,000 | 276 | 0.0% | 0.0% | 956 | -481 | -19.39% | Q1 2026 | May 08, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 1,997 | 276 | 0.16% | 0.14% | 960 | +150 | 8.12% | Q1 2026 | May 15, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Added to | 1,996 | 276 | 0.21% | 0.21% | 961 | +85 | 4.45% | Q1 2026 | May 15, 2026 |
| Allegheny Financial Group | History | Added to | 2,001 | 276 | 0.04% | 0.04% | 959 | +66 | 3.41% | Q1 2026 | Apr 16, 2026 |
| CITIZENS & NORTHERN CORP | History | No change | 2,000 | 276 | 0.07% | 0.07% | 957 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Seven Springs Wealth Group, LLC | History | No change | 2,000 | 276 | 0.06% | 0.08% | 958 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 1,985 | 274 | 0.0% | 0.0% | 964 | -185 | -8.53% | Q1 2026 | May 08, 2026 |
| Tranquility Partners, LLC | History | Added to | 1,987 | 274 | 0.1% | 0.09% | 965 | +172 | 9.48% | Q1 2026 | Apr 20, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Added to | 1,988 | 274 | 0.08% | 0.08% | 966 | +2 | 0.1% | Q1 2026 | Apr 28, 2026 |
| MASECO LLP | History | Added to | 1,980 | 273 | 0.01% | 0.0% | 969 | +1,924 | 3435.71% | Q1 2026 | Apr 21, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 1,979 | 273 | 0.03% | 0.03% | 968 | +472 | 31.32% | Q1 2026 | Apr 10, 2026 |
| Oliver Luxxe Assets LLC | History | Added to | 1,974 | 273 | 0.04% | 0.04% | 967 | +9 | 0.46% | Q1 2026 | Apr 08, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 1,963 | 271 | 0.03% | 0.03% | 971 | -2 | -0.1% | Q1 2026 | May 15, 2026 |
| Legacy Advisors, LLC | History | No change | 1,960 | 271 | 0.03% | 0.03% | 970 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cornerstone Financial Management LLC | History | No change | 1,950 | 269 | 0.25% | 0.26% | 972 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Realta Investment Advisors | History | Reduced | 1,944 | 268 | 0.09% | 0.14% | 973 | -1,070 | -35.5% | Q1 2026 | Apr 22, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Added to | 1,919 | 268 | 0.14% | 0.15% | 975 | +4 | 0.21% | Q1 2026 | Apr 08, 2026 |
| Klaas Financial Asset Advisors, LLC | History | No change | 1,941 | 268 | 0.04% | 0.04% | 974 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| New Republic Capital, LLC | History | Added to | 1,937 | 267 | 0.09% | 0.03% | 976 | +1,121 | 137.38% | Q1 2026 | May 01, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 1,925 | 266 | 0.02% | 0.02% | 977 | -43 | -2.18% | Q1 2026 | May 13, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 1,909 | 264 | 0.02% | 0.02% | 978 | -2 | -0.1% | Q1 2026 | Apr 09, 2026 |
| Financial & Tax Architects, LLC | History | New | 1,897 | 262 | 0.06% | — | 980 | +1,897 | New | Q1 2026 | Apr 23, 2026 |
| Parkwoods Wealth Partners, LLC | History | Reduced | 1,901 | 262 | 0.06% | 0.08% | 979 | -107 | -5.33% | Q1 2026 | Apr 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 1,886 | 260 | 0.27% | 0.25% | 981 | +175 | 10.23% | Q1 2026 | May 14, 2026 |
| Cabot-Wellington, LLC | History | No change | 1,859 | 257 | 0.08% | 0.08% | 982 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| eCIO, Inc. | History | Added to | 1,850 | 255 | 0.11% | 0.12% | 983 | +51 | 2.83% | Q1 2026 | Apr 14, 2026 |
| BTG Pactual Asset Management US LLC | History | Reduced | 1,843 | 254 | 0.02% | 0.02% | 984 | -104 | -5.34% | Q1 2026 | May 14, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 1,621 | 251 | 0.0% | 0.01% | 986 | -951 | -36.98% | Q1 2026 | May 11, 2026 |
| Karpus Management, Inc. | History | Reduced | 1,820 | 251 | 0.01% | 0.01% | 985 | -35 | -1.89% | Q1 2026 | May 14, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 1,817 | 251 | 0.04% | 0.04% | 987 | +12 | 0.66% | Q1 2026 | Apr 21, 2026 |
| Capital Planning LLC | History | New | 1,814 | 250 | 0.08% | — | 989 | +1,814 | New | Q1 2026 | Apr 29, 2026 |
| Brooklyn Investment Group | History | New | 1,811 | 250 | 0.01% | — | 990 | +1,811 | New | Q1 2026 | Apr 29, 2026 |
| Cypress Capital, LLC | History | No change | 1,810 | 250 | 0.07% | 0.07% | 988 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Summit Global Investments | History | New | 1,798 | 249 | 0.01% | — | 991 | +1,798 | New | Q1 2026 | May 07, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,780 | 248 | 0.01% | 0.01% | 992 | +200 | 12.66% | Q1 2026 | Apr 27, 2026 |
| Clifford Group, LLC | History | No change | 1,793 | 248 | 0.19% | 0.19% | 993 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Heritage Financial Services, LLC | History | No change | 1,755 | 247 | 0.02% | 0.02% | 994 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 1,785 | 246 | 0.16% | 0.14% | 996 | +297 | 19.96% | Q1 2026 | May 11, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 1,782 | 246 | 0.01% | 0.01% | 995 | +1 | 0.06% | Q1 2026 | Apr 23, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 1,778 | 245 | 0.03% | 0.13% | 997 | -5,956 | -77.01% | Q1 2026 | May 04, 2026 |
| Directional Asset Management | History | Added to | 1,764 | 244 | 0.22% | 0.22% | 998 | +3 | 0.17% | Q1 2026 | Apr 27, 2026 |
| Objective Capital Management, LLC | History | No change | 1,752 | 242 | 0.24% | 0.25% | 999 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Maltin Wealth Management, Inc. | History | New | 1,742 | 240 | 0.09% | — | 1000 | +1,742 | New | Q1 2026 | Apr 21, 2026 |
| BLALOCK WILLIAMS, LLC | History | New | 1,735 | 239 | 0.18% | — | 1002 | +1,735 | New | Q1 2026 | May 14, 2026 |
| Colonial River Investments, LLC | History | New | 1,732 | 239 | 0.09% | — | 1001 | +1,732 | New | Q1 2026 | Apr 27, 2026 |
| Independent Wealth Network Inc. | History | Added to | 1,727 | 238 | 0.07% | 0.07% | 1004 | +99 | 6.08% | Q1 2026 | Apr 20, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | Added to | 1,723 | 238 | 0.02% | 0.02% | 1003 | +5 | 0.29% | Q1 2026 | May 08, 2026 |
| Vistica Wealth Advisors, LLC | History | No change | 1,721 | 238 | 0.24% | 0.24% | 1005 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 1,573 | 237 | 0.05% | 0.09% | 1008 | -1,126 | -41.72% | Q1 2026 | May 01, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | Reduced | 1,720 | 237 | 0.09% | 0.1% | 1007 | -59 | -3.32% | Q1 2026 | Apr 28, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 1,770 | 237 | 0.01% | 0.01% | 1006 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sunpointe, LLC | History | Reduced | 1,713 | 236 | 0.08% | 0.08% | 1010 | -3 | -0.17% | Q1 2026 | Apr 21, 2026 |
| PFG Investments, LLC | History | Added to | 1,710 | 236 | 0.01% | 0.01% | 1009 | +2 | 0.12% | Q1 2026 | Apr 27, 2026 |
| Strid Group, LLC | History | Added to | 1,700 | 235 | 0.03% | 0.03% | 1011 | +2 | 0.12% | Q1 2026 | Apr 29, 2026 |
| Axiom Financial Strategies, LLC | History | No change | 1,706 | 235 | 0.08% | 0.1% | 1012 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Aspire Growth Partners LLC | History | No change | 1,700 | 235 | 0.16% | 0.17% | 1013 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| American Investment Services, Inc. | History | New | 1,697 | 234 | 0.05% | — | 1016 | +1,697 | New | Q1 2026 | May 13, 2026 |
| Ridgepath Capital Management LLC | History | Reduced | 1,695 | 234 | 0.12% | 0.11% | 1015 | -70 | -3.97% | Q1 2026 | May 07, 2026 |
| Carr Financial Group Corp | History | Added to | 1,692 | 234 | 0.06% | 0.06% | 1014 | +14 | 0.83% | Q1 2026 | May 12, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 1,680 | 232 | 0.11% | 0.11% | 1017 | +107 | 6.8% | Q1 2026 | May 12, 2026 |
| Lynx Investment Advisory | History | Added to | 1,681 | 232 | 0.11% | 0.12% | 1018 | +102 | 6.46% | Q1 2026 | Apr 24, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | No change | 1,674 | 231 | 0.06% | 0.06% | 1019 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 1,665 | 230 | 0.05% | 0.05% | 1020 | +61 | 3.8% | Q1 2026 | Apr 13, 2026 |
| Appalachian Capital Management Ltd | History | New | 1,657 | 229 | 0.18% | — | 1022 | +1,657 | New | Q1 2026 | Apr 27, 2026 |
| Welch Group, LLC | History | Added to | 1,660 | 229 | 0.01% | 0.01% | 1021 | +2 | 0.12% | Q1 2026 | Apr 21, 2026 |
| HARDING LOEVNER LP | History | Reduced | 1,642 | 227 | 0.0% | 0.0% | 1023 | -2,086 | -55.95% | Q1 2026 | May 15, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Reduced | 1,641 | 227 | 0.01% | 0.01% | 1024 | -14 | -0.85% | Q1 2026 | Apr 17, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 1,637 | 226 | 0.05% | 0.08% | 1025 | -1,510 | -47.98% | Q1 2026 | Apr 08, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 1,633 | 225 | 0.0% | 0.01% | 1026 | -4,813 | -74.67% | Q1 2026 | May 14, 2026 |
| Cannon Financial Strategists, Inc. | History | New | 1,629 | 225 | 0.03% | — | 1029 | +1,629 | New | Q1 2026 | May 12, 2026 |
| Addison Advisors LLC | History | No change | 1,633 | 225 | 0.05% | 0.05% | 1027 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Purkiss Capital Advisors LLC | History | No change | 1,628 | 225 | 0.1% | 0.11% | 1028 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 1,541 | 223 | 0.01% | 0.01% | 1030 | -239 | -13.43% | Q1 2026 | Apr 17, 2026 |
| Point Nemo Capital, LLC | History | Added to | 1,618 | 223 | 0.15% | 0.22% | 1031 | +8 | 0.5% | Q1 2026 | May 15, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 1,608 | 222 | 0.03% | 0.03% | 1032 | +3 | 0.19% | Q1 2026 | May 12, 2026 |
| Tacita Capital Inc | History | No change | 1,608 | 222 | 0.13% | 0.13% | 1033 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Oath Planning, LLC | History | No change | 1,608 | 222 | 0.2% | 0.22% | 1034 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 1,597 | 220 | 0.03% | 0.04% | 1036 | -132 | -7.63% | Q1 2026 | May 01, 2026 |
| Concorde Asset Management, LLC | History | No change | 1,562 | 220 | 0.09% | 0.09% | 1035 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 1,634 | 219 | 0.07% | 0.08% | 1037 | +2 | 0.12% | Q1 2026 | Apr 27, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 1,578 | 218 | 0.15% | 0.16% | 1038 | -42 | -2.59% | Q1 2026 | Apr 16, 2026 |
| Columbia Asset Management | History | New | 1,570 | 217 | 0.04% | — | 1041 | +1,570 | New | Q1 2026 | Apr 20, 2026 |
| FWG Holdings, LLC | History | New | 1,552 | 217 | 0.08% | — | 1042 | +1,552 | New | Q1 2026 | Apr 13, 2026 |
| MayTech Global Investments, LLC | History | Reduced | 1,572 | 217 | 0.03% | 0.04% | 1039 | -941 | -37.45% | Q1 2026 | May 14, 2026 |
| Encompass More Asset Management | History | Added to | 1,572 | 217 | 0.04% | 0.04% | 1040 | +119 | 8.19% | Q1 2026 | Apr 28, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 1,556 | 215 | 0.01% | 0.01% | 1044 | +1 | 0.06% | Q1 2026 | Apr 30, 2026 |
| Palisade Asset Management, LLC | History | No change | 1,558 | 215 | 0.02% | 0.02% | 1043 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Tandem Financial, LLC | History | Reduced | 1,550 | 214 | 0.07% | 0.31% | 1045 | -627 | -28.8% | Q1 2026 | May 08, 2026 |
| Asset Dedication, LLC | History | No change | 1,514 | 213 | 0.01% | 0.01% | 1046 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FLC Capital Advisors | History | New | 1,534 | 212 | 0.04% | — | 1047 | +1,534 | New | Q1 2026 | May 01, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 1,521 | 210 | 0.09% | 0.1% | 1049 | +1 | 0.07% | Q1 2026 | Apr 08, 2026 |
| Klingman & Associates, LLC | History | No change | 1,523 | 210 | 0.01% | 0.01% | 1048 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Golden Bell Financial Planning LLC | History | New | 1,509 | 208 | 0.17% | — | 1052 | +1,509 | New | Q1 2026 | May 05, 2026 |
| MPS Loria Financial Planners, LLC | History | Added to | 1,510 | 208 | 0.05% | 0.05% | 1050 | +4 | 0.27% | Q1 2026 | May 08, 2026 |
| Financial Harvest, LLC | History | No change | 1,510 | 208 | 0.12% | 0.13% | 1051 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bath Savings Trust Co | History | Reduced | 1,500 | 207 | 0.02% | 0.02% | 1053 | -20 | -1.32% | Q1 2026 | Apr 07, 2026 |
| Beaumont Financial Advisors, LLC | History | New | 1,490 | 206 | 0.01% | — | 1054 | +1,490 | New | Q1 2026 | May 05, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 1,489 | 205 | 0.06% | 0.06% | 1055 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| E&G Advisors, LP | History | No change | 1,480 | 204 | 0.05% | 0.05% | 1056 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 1,481 | 204 | 0.0% | 0.0% | 1057 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Altiora Financial Group, LLC | History | New | 1,473 | 203 | 0.03% | — | 1058 | +1,473 | New | Q1 2026 | May 08, 2026 |
| Values Added Financial LLC | History | New | 1,455 | 201 | 0.08% | — | 1060 | +1,455 | New | Q1 2026 | Apr 20, 2026 |
| LPWM LLC | History | Added to | 1,458 | 201 | 0.05% | 0.05% | 1059 | +34 | 2.39% | Q1 2026 | Apr 08, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 1,450 | 200 | 0.0% | — | 1062 | +1,450 | New | Q1 2026 | Apr 27, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 1,452 | 200 | 0.02% | 0.02% | 1061 | +6 | 0.41% | Q1 2026 | May 04, 2026 |
| Beacon Financial Strategies CORP | History | No change | 1,406 | 194 | 0.11% | 0.11% | 1063 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| 3Chopt Investment Partners, LLC | History | Added to | 1,398 | 193 | 0.04% | 0.03% | 1064 | +549 | 64.66% | Q1 2026 | Apr 23, 2026 |
| Crewe Advisors LLC | History | No change | 1,388 | 191 | 0.02% | 0.02% | 1065 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Matrix Trust Co | History | Reduced | 1,342 | 186 | 0.03% | 0.06% | 1066 | -1,142 | -45.97% | Q1 2026 | Apr 09, 2026 |
| Bogart Wealth, LLC | History | No change | 1,319 | 182 | 0.01% | 0.01% | 1067 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 1,311 | 181 | 0.01% | 0.01% | 1068 | -101 | -7.15% | Q1 2026 | May 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,278 | 176 | 0.0% | 0.0% | 1069 | +51 | 4.16% | Q1 2026 | May 04, 2026 |
| Tidemark, LLC | History | No change | 1,275 | 176 | 0.04% | 0.05% | 1070 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Rossmore Private Capital | History | No change | 1,245 | 172 | 0.02% | 0.02% | 1071 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BigSur Wealth Management LLC | History | No change | 1,240 | 171 | 0.05% | 0.04% | 1072 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Align Financial, LLC | History | Reduced | 1,236 | 170 | 0.1% | 0.1% | 1073 | -172,641 | -99.29% | Q1 2026 | May 08, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 1,219 | 168 | 0.01% | — | 1074 | +1,219 | New | Q1 2026 | Apr 09, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 1,172 | 165 | 0.06% | 0.06% | 1075 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SouthState Bank Corp | History | Reduced | 1,170 | 161 | 0.01% | 0.01% | 1076 | -36 | -2.99% | Q1 2026 | May 05, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 1,143 | 158 | 0.05% | 0.04% | 1077 | +174 | 17.96% | Q1 2026 | Apr 29, 2026 |
| Perkins Coie Trust Co | History | No change | 1,130 | 156 | 0.03% | 0.03% | 1078 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Osbon Capital Management LLC | History | No change | 1,133 | 156 | 0.13% | 0.15% | 1079 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 1,121 | 155 | 0.08% | 0.07% | 1080 | +37 | 3.41% | Q1 2026 | May 12, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1,098 | 154 | 0.05% | 0.05% | 1081 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 1,088 | 150 | 0.07% | 0.08% | 1082 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 1,077 | 149 | 0.13% | 0.13% | 1083 | -14 | -1.28% | Q1 2026 | May 11, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,037 | 143 | 0.02% | 0.02% | 1084 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 1,008 | 139 | 0.01% | 0.01% | 1085 | +34 | 3.49% | Q1 2026 | Apr 21, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 1,349 | 138 | 0.0% | 0.01% | 1087 | -26,445 | -95.15% | Q1 2026 | May 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 985 | 138 | 0.01% | 0.01% | 1086 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| TD Capital Management LLC | History | Added to | 986 | 136 | 0.01% | 0.01% | 1088 | +3 | 0.31% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 950 | 134 | 0.0% | 0.0% | 1089 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Smithfield Trust Co | History | No change | 994 | 133 | 0.01% | 0.01% | 1090 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LRI Investments, LLC | History | Added to | 945 | 130 | 0.01% | 0.01% | 1091 | +210 | 28.57% | Q1 2026 | Apr 30, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 916 | 126 | 0.0% | 0.0% | 1092 | +152 | 19.9% | Q1 2026 | May 13, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 906 | 125 | 0.02% | 0.09% | 1093 | -3,109 | -77.43% | Q1 2026 | Apr 22, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 891 | 123 | 0.01% | 0.01% | 1094 | +118 | 15.27% | Q1 2026 | May 04, 2026 |
| Truvestments Capital LLC | History | No change | 873 | 120 | 0.02% | 0.02% | 1095 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 862 | 119 | 0.0% | 0.0% | 1096 | +311 | 56.44% | Q1 2026 | May 08, 2026 |
| TFC Financial Management, Inc. | History | Added to | 820 | 113 | 0.01% | 0.01% | 1097 | +2 | 0.24% | Q1 2026 | Apr 23, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 736 | 101 | 0.07% | 0.07% | 1098 | +57 | 8.39% | Q1 2026 | May 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 721 | 99 | 0.09% | 0.09% | 1100 | -3 | -0.41% | Q1 2026 | May 06, 2026 |
| Fairman Group, LLC | History | Added to | 717 | 99 | 0.08% | 0.08% | 1099 | +1 | 0.14% | Q1 2026 | Apr 23, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 694 | 97 | 0.0% | 0.0% | 1101 | -14 | -1.98% | Q1 2026 | Apr 28, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 641 | 88 | 0.01% | 0.01% | 1103 | +182 | 39.65% | Q1 2026 | May 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 641 | 88 | 0.02% | 0.02% | 1102 | -70 | -9.85% | Q1 2026 | May 05, 2026 |
| Abound Wealth Management | History | Added to | 602 | 83 | 0.02% | 0.02% | 1104 | +101 | 20.16% | Q1 2026 | Apr 10, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 596 | 82 | 0.0% | 0.0% | 1106 | +39 | 7.0% | Q1 2026 | May 15, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 600 | 82 | 0.01% | 0.01% | 1105 | -30 | -4.76% | Q1 2026 | May 04, 2026 |
| SJS Investment Consulting Inc. | History | No change | 600 | 82 | 0.01% | 0.01% | 1107 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Towne Trust Company, N.A | History | No change | 589 | 81 | 0.03% | 0.03% | 1108 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NBC SECURITIES, INC. | History | Added to | 574 | 79 | 0.01% | 0.01% | 1109 | +73 | 14.57% | Q1 2026 | Apr 14, 2026 |
| Daytona Street Capital LLC | History | New | 1,000 | 78 | 0.06% | — | 1110 | +1,000 | New | Q1 2026 | Apr 10, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 559 | 77 | 0.03% | 0.03% | 1111 | +2 | 0.36% | Q1 2026 | May 08, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 545 | 75 | 0.01% | 0.0% | 1112 | +161 | 41.93% | Q1 2026 | Apr 06, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 489 | 74 | 0.01% | 0.01% | 1113 | -81 | -14.21% | Q1 2026 | May 06, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 535 | 74 | 0.02% | 0.02% | 1114 | +39 | 7.86% | Q1 2026 | Apr 23, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 2,371 | 71 | 0.05% | 0.04% | 1115 | +122 | 5.42% | Q1 2026 | May 08, 2026 |
| HOWE & RUSLING INC | History | Added to | 511 | 70 | 0.0% | 0.0% | 1116 | +5 | 0.99% | Q1 2026 | Apr 28, 2026 |
| Rossby Financial, LCC | History | Reduced | 480 | 67 | 0.01% | 0.02% | 1117 | -67 | -12.25% | Q1 2026 | May 11, 2026 |
| Oakworth Capital, Inc. | History | No change | 481 | 66 | 0.0% | 0.0% | 1118 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| 10Elms LLP | History | Added to | 476 | 65 | 0.04% | 0.04% | 1119 | +193 | 68.2% | Q1 2026 | May 15, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 431 | 59 | 0.01% | 0.02% | 1120 | -17 | -3.79% | Q1 2026 | May 14, 2026 |
| EASTERN BANK | History | No change | 420 | 58 | 0.0% | 0.0% | 1121 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 422 | 58 | 0.0% | 0.0% | 1122 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 425 | 58 | 0.01% | 0.01% | 1123 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Game Plan Financial Advisors, LLC | History | Added to | 417 | 57 | 0.03% | 0.01% | 1124 | +239 | 134.27% | Q1 2026 | Apr 23, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 412 | 56 | 0.02% | 0.01% | 1125 | +166 | 67.48% | Q1 2026 | Apr 09, 2026 |
| Quent Capital, LLC | History | Added to | 406 | 56 | 0.0% | 0.0% | 1126 | +1 | 0.25% | Q1 2026 | Apr 28, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 396 | 54 | 0.02% | 0.03% | 1127 | -195 | -32.99% | Q1 2026 | Apr 24, 2026 |
| North Star Investment Management Corp. | History | Added to | 386 | 53 | 0.0% | 0.0% | 1128 | +80 | 26.14% | Q1 2026 | Apr 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 377 | 52 | 0.0% | 0.01% | 1129 | -171,500 | -99.78% | Q1 2026 | May 12, 2026 |
| SFAM, LLC | History | No change | 377 | 52 | 0.05% | 0.05% | 1130 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| JDM Financial Group LLC | History | No change | 377 | 52 | 0.02% | 0.02% | 1131 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 370 | 51 | 0.03% | 0.03% | 1132 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Glassman Wealth Services | History | No change | 365 | 50 | 0.01% | 0.01% | 1133 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COUNTRY TRUST BANK | History | No change | 359 | 49 | 0.0% | 0.0% | 1134 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 351 | 48 | 0.0% | 0.0% | 1135 | +208 | 145.45% | Q1 2026 | Apr 30, 2026 |
| Private Wealth Asset Management, LLC | History | New | 336 | 46 | 0.0% | — | 1136 | +336 | New | Q1 2026 | May 06, 2026 |
| Biltmore Family Office, LLC | History | No change | 323 | 44 | 0.01% | 0.01% | 1137 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Avion Wealth | History | No change | 313 | 43 | 0.01% | 0.01% | 1138 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Archer Investment Corp | History | Added to | 306 | 42 | 0.01% | 0.01% | 1139 | +34 | 12.5% | Q1 2026 | May 04, 2026 |
| Bank of New Hampshire | History | No change | 300 | 41 | 0.01% | 0.01% | 1140 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | New | 295 | 40 | 0.01% | — | 1141 | +295 | New | Q1 2026 | May 11, 2026 |
| GODSEY & GIBB, INC | History | No change | 292 | 40 | 0.0% | 0.0% | 1142 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 284 | 39 | 0.01% | 0.01% | 1143 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 265 | 36 | 0.01% | 0.01% | 1144 | -5 | -1.85% | Q1 2026 | Apr 06, 2026 |
| CITY HOLDING CO | History | Added to | 254 | 35 | 0.0% | 0.0% | 1145 | +179 | 238.67% | Q1 2026 | Apr 15, 2026 |
| MCF Advisors LLC | History | Added to | 259 | 35 | 0.0% | 0.0% | 1147 | +148 | 133.33% | Q1 2026 | May 11, 2026 |
| WEBSTER BANK, N. A. | History | No change | 256 | 35 | 0.0% | 0.0% | 1146 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 242 | 33 | 0.02% | 0.04% | 1148 | -107 | -30.66% | Q1 2026 | Apr 27, 2026 |
| Millstone Evans Group, LLC | History | Added to | 244 | 33 | 0.02% | 0.02% | 1150 | +26 | 11.93% | Q1 2026 | Apr 30, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 241 | 33 | 0.01% | 0.01% | 1149 | +8 | 3.43% | Q1 2026 | Apr 27, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 231 | 32 | 0.0% | 0.01% | 1151 | -306 | -56.98% | Q1 2026 | May 12, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 223 | 30 | 0.03% | — | 1152 | +223 | New | Q1 2026 | May 05, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 210 | 29 | 0.01% | 0.01% | 1153 | +2 | 0.96% | Q1 2026 | May 07, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 205 | 28 | 0.02% | — | 1156 | +205 | New | Q1 2026 | Apr 16, 2026 |
| Nemes Rush Group LLC | History | Added to | 208 | 28 | 0.0% | 0.0% | 1154 | +1 | 0.48% | Q1 2026 | Apr 21, 2026 |
| Signature Equity Partners, LLC | History | No change | 209 | 28 | 0.02% | 0.02% | 1155 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 182 | 27 | 0.01% | 0.0% | 1160 | +94 | 106.82% | Q1 2026 | Apr 27, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 200 | 27 | 0.01% | 0.01% | 1157 | -50 | -20.0% | Q1 2026 | Apr 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 196 | 27 | 0.01% | 0.01% | 1158 | +48 | 32.43% | Q1 2026 | Apr 29, 2026 |
| Morling Financial Advisors, LLC | History | Added to | 201 | 27 | 0.01% | 0.01% | 1159 | +4 | 2.03% | Q1 2026 | May 06, 2026 |
| Pacific Center for Financial Services | History | Added to | 188 | 26 | 0.01% | 0.01% | 1162 | +2 | 1.08% | Q1 2026 | May 12, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 189 | 26 | 0.0% | 0.0% | 1161 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ST GERMAIN D J CO INC | History | New | 175 | 24 | 0.0% | — | 1165 | +175 | New | Q1 2026 | Apr 13, 2026 |
| Larson Financial Group LLC | History | Added to | 178 | 24 | 0.0% | 0.0% | 1163 | +8 | 4.71% | Q1 2026 | May 15, 2026 |
| NFSG Corp | History | Added to | 175 | 24 | 0.0% | 0.0% | 1164 | +1 | 0.57% | Q1 2026 | May 05, 2026 |
| Root Financial Partners, LLC | History | Reduced | 168 | 23 | 0.0% | 0.0% | 1166 | -2 | -1.18% | Q1 2026 | Apr 24, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 166 | 22 | 0.01% | 0.01% | 1167 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Park Place Capital Corp | History | No change | 160 | 22 | 0.0% | 0.0% | 1168 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| TopTier Wealth Management, LLC | History | New | 159 | 21 | 0.01% | — | 1173 | +159 | New | Q1 2026 | May 05, 2026 |
| Horizon Investments, LLC | History | Added to | 152 | 21 | 0.0% | 0.0% | 1169 | +76 | 100.0% | Q1 2026 | May 14, 2026 |
| Hurley Capital, LLC | History | Added to | 153 | 21 | 0.01% | 0.01% | 1170 | +51 | 50.0% | Q1 2026 | May 06, 2026 |
| Independence Bank of Kentucky | History | No change | 155 | 21 | 0.0% | 0.0% | 1171 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BAYBAN | History | No change | 155 | 21 | 0.02% | 0.02% | 1172 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 150 | 20 | 0.0% | — | 1175 | +150 | New | Q1 2026 | Apr 29, 2026 |
| Aviso Financial Inc. | History | No change | 150 | 20 | 0.0% | 0.0% | 1174 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 135 | 18 | 0.0% | 0.0% | 1176 | +39 | 40.63% | Q1 2026 | May 12, 2026 |
| Wiser Advisor Group LLC | History | Reduced | 135 | 18 | 0.02% | 0.02% | 1177 | -12 | -8.16% | Q1 2026 | Apr 22, 2026 |
| Cornerstone National Bank & Trust Co | History | No change | 135 | 18 | 0.01% | 0.01% | 1178 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| WestEnd Advisors, LLC | History | Reduced | 118 | 16 | 0.0% | 0.0% | 1179 | -78 | -39.8% | Q1 2026 | Apr 22, 2026 |
| CURIO WEALTH, LLC | History | Added to | 118 | 16 | 0.01% | 0.01% | 1181 | +8 | 7.27% | Q1 2026 | May 11, 2026 |
| Financial Freedom, LLC | History | No change | 121 | 16 | 0.01% | 0.01% | 1180 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WHITTIER TRUST CO | History | Reduced | 113 | 15 | 0.0% | 0.0% | 1182 | -2,029 | -94.72% | Q1 2026 | Apr 28, 2026 |
| HighMark Wealth Management LLC | History | Added to | 113 | 15 | 0.01% | 0.01% | 1184 | +8 | 7.62% | Q1 2026 | May 05, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 114 | 15 | 0.01% | 0.01% | 1186 | +1 | 0.88% | Q1 2026 | May 08, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 110 | 15 | 0.01% | 0.0% | 1183 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Red Tortoise LLC | History | No change | 110 | 15 | 0.01% | 0.01% | 1185 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Motiv8 Investments LLC | History | No change | 107 | 15 | 0.01% | 0.01% | 1187 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Costello Asset Management, INC | History | New | 106 | 14 | 0.0% | — | 1193 | +106 | New | Q1 2026 | Apr 30, 2026 |
| Winch Advisory Services, LLC | History | New | 102 | 14 | 0.0% | — | 1192 | +102 | New | Q1 2026 | Apr 30, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 106 | 14 | 0.0% | 0.0% | 1188 | +37 | 53.62% | Q1 2026 | May 13, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 107 | 14 | 0.0% | 0.0% | 1189 | +1 | 0.94% | Q1 2026 | May 01, 2026 |
| Gladwyn Financial Advisors, Inc. | History | No change | 105 | 14 | 0.01% | 0.01% | 1190 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| REXFORD CAPITAL INC | History | No change | 108 | 14 | 0.01% | 0.01% | 1191 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | New | 100 | 13 | 0.0% | — | 1197 | +100 | New | Q1 2026 | May 07, 2026 |
| PayPay Securities Corp | History | Reduced | 91 | 13 | 0.45% | 0.44% | 1196 | -21 | -18.75% | Q1 2026 | Apr 23, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 95 | 13 | 0.0% | 0.0% | 1194 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Missouri Trust & Investment Co | History | No change | 100 | 13 | 0.0% | 0.0% | 1195 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 92 | 12 | 0.0% | — | 1199 | +92 | New | Q1 2026 | Apr 23, 2026 |
| Friedenthal Financial | History | Added to | 89 | 12 | 0.01% | 0.01% | 1198 | +7 | 8.54% | Q1 2026 | Apr 20, 2026 |
| ROSS\JOHNSON & Associates LLC | History | Added to | 82 | 11 | 0.2% | 0.19% | 1200 | +11 | 15.49% | Q1 2026 | May 08, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 74 | 10 | 0.0% | 0.0% | 1201 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Global Wealth Strategies & Associates | History | New | 69 | 9 | 0.0% | — | 1202 | +69 | New | Q1 2026 | Apr 03, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 62 | 8 | 0.0% | 0.0% | 1203 | +4 | 6.9% | Q1 2026 | Apr 24, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 57 | 7 | 0.0% | — | 1207 | +57 | New | Q1 2026 | May 08, 2026 |
| Northwest Capital Management Inc | History | No change | 50 | 7 | 0.03% | 0.03% | 1204 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Davis Capital Management | History | No change | 52 | 7 | 0.0% | 0.0% | 1205 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Miller Capital Partners, Inc. | History | No change | 55 | 7 | 0.0% | 0.0% | 1206 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 44 | 6 | 0.0% | 0.0% | 1208 | -10 | -18.52% | Q1 2026 | May 15, 2026 |
| Pillar Financial Advisors, LLC | History | Added to | 44 | 6 | 0.0% | 0.0% | 1209 | +3 | 7.32% | Q1 2026 | May 07, 2026 |
| HM PAYSON & CO | History | New | 37 | 5 | 0.0% | — | 1210 | +37 | New | Q1 2026 | Apr 13, 2026 |
| Crews Bank & Trust | History | New | 35 | 4 | 0.0% | — | 1218 | +35 | New | Q1 2026 | May 13, 2026 |
| Security National Bank | History | New | 34 | 4 | 0.0% | — | 1216 | +34 | New | Q1 2026 | Apr 16, 2026 |
| Dougherty Wealth Advisers LLC | History | New | 34 | 4 | 0.0% | — | 1217 | +34 | New | Q1 2026 | Apr 21, 2026 |
| Coastline Trust Co | History | No change | 30 | 4 | 0.0% | 0.0% | 1211 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 33 | 4 | 0.0% | 0.0% | 1212 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 36 | 4 | 0.0% | 0.0% | 1213 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 34 | 4 | 0.0% | 0.0% | 1214 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Westfuller Advisors, LLC | History | No change | 30 | 4 | 0.0% | 0.0% | 1215 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 23 | 3 | 0.0% | 0.0% | 1220 | -28 | -54.9% | Q1 2026 | May 08, 2026 |
| Ascentis Independent Advisors | History | New | 24 | 3 | 0.0% | — | 1222 | +24 | New | Q1 2026 | Apr 28, 2026 |
| BFSG, LLC | History | No change | 28 | 3 | 0.0% | 0.0% | 1219 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Strive Financial Group ,LLC | History | No change | 19 | 3 | 0.0% | 0.0% | 1221 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 11 | 2 | 0.0% | 0.0% | 1224 | -205 | -94.91% | Q1 2026 | May 01, 2026 |
| Sunbelt Securities, Inc. | History | New | 20 | 2 | 0.0% | — | 1232 | +20 | New | Q1 2026 | May 15, 2026 |
| Wilkerson Advisory Group LLC | History | Reduced | 18 | 2 | 0.0% | 0.0% | 1231 | -5 | -21.74% | Q1 2026 | May 08, 2026 |
| VIRTUS ADVISERS, LLC | History | Reduced | 19 | 2 | 0.0% | 0.0% | 1227 | -3 | -13.64% | Q1 2026 | May 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 17 | 2 | 0.0% | 0.0% | 1223 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 16 | 2 | 0.0% | 0.0% | 1225 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Colonial Trust Advisors | History | No change | 17 | 2 | 0.0% | 0.0% | 1226 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Anchor Investment Management, LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 1228 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Gold Investment Management Ltd. | History | No change | 20 | 2 | 0.0% | 0.0% | 1229 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 18 | 2 | 0.0% | 0.0% | 1230 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Aspect Partners, LLC | History | New | 13 | 1 | 0.0% | — | 1238 | +13 | New | Q1 2026 | Apr 02, 2026 |
| Wealth Science Advisors LLC | History | New | 10 | 1 | 0.0% | — | 1239 | +10 | New | Q1 2026 | Apr 08, 2026 |
| NVWM, LLC | History | Added to | 7 | 1 | 0.0% | — | 1234 | +2 | 40.0% | Q1 2026 | Apr 27, 2026 |
| FIRST HORIZON CORP | History | No change | 13 | 1 | 0.0% | 0.0% | 1233 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 1235 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 14 | 1 | 0.0% | 0.0% | 1236 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 9 | 1 | 0.0% | 0.0% | 1237 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Bain Capital Public Equity, LP | History | Closed out | 0 | 0 | — | 96.4% | — | -1,156,202 | -100.0% | Q1 2026 | May 14, 2026 |
| Nearwater Capital Markets, Ltd | History | Closed out | 0 | 0 | — | 1.27% | — | -527,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Closed out | 0 | 0 | — | 1.24% | — | -155,000 | -100.0% | Q1 2026 | May 06, 2026 |
| Humankind Investments LLC | History | Closed out | 0 | 0 | — | 6.39% | — | -101,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Comprehensive Wealth Management, LLC | History | Closed out | 0 | 0 | — | 5.89% | — | -70,774 | -100.0% | Q1 2026 | May 14, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -50,732 | -100.0% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.01% | — | -34,495 | -100.0% | Q1 2026 | May 01, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.1% | — | -29,120 | -100.0% | Q1 2026 | Apr 23, 2026 |
| McMill Wealth Management | History | Closed out | 0 | 0 | — | 1.07% | — | -26,957 | -100.0% | Q1 2026 | May 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.01% | — | -22,523 | -100.0% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,387 | -100.0% | Q1 2026 | May 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -14,000 | -100.0% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -11,922 | -100.0% | Q1 2026 | May 15, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | Closed out | 0 | 0 | — | 1.2% | — | -11,285 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Value Investment Professionals, LLC | History | Closed out | 0 | 0 | — | 1.52% | — | -10,269 | -100.0% | Q1 2026 | Apr 27, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,808 | -100.0% | Q1 2026 | May 14, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -8,247 | -100.0% | Q1 2026 | May 20, 2026 |
| Financial Management Professionals, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -7,884 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Haverford Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -7,510 | -100.0% | Q1 2026 | May 11, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,497 | -100.0% | Q1 2026 | May 14, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -6,713 | -100.0% | Q1 2026 | May 12, 2026 |
| Phillips Wealth Planners LLC | History | Closed out | 0 | 0 | — | 0.77% | — | -6,634 | -100.0% | Q1 2026 | May 14, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,425 | -100.0% | Q1 2026 | May 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,083 | -100.0% | Q1 2026 | Apr 29, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | Closed out | 0 | 0 | — | 0.45% | — | -5,011 | -100.0% | Q1 2026 | May 15, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -4,515 | -100.0% | Q1 2026 | Apr 15, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -4,419 | -100.0% | Q1 2026 | May 06, 2026 |
| GQG Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,245 | -100.0% | Q1 2026 | May 12, 2026 |
| Collaborative Wealth Managment Inc. | History | Closed out | 0 | 0 | — | 0.21% | — | -4,230 | -100.0% | Q1 2026 | May 05, 2026 |
| Citrine Capital LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -4,097 | -100.0% | Q1 2026 | Apr 21, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -3,831 | -100.0% | Q1 2026 | May 13, 2026 |
| Aerodigm Wealth, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -3,534 | -100.0% | Q1 2026 | Apr 21, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,470 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,850 | -100.0% | Q1 2026 | May 12, 2026 |
| RHS Financial, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -2,685 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,590 | -100.0% | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,202 | -100.0% | Q1 2026 | May 14, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Closed out | 0 | 0 | — | 0.02% | — | -2,195 | -100.0% | Q1 2026 | Apr 22, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,123 | -100.0% | Q1 2026 | Apr 20, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,865 | -100.0% | Q1 2026 | May 04, 2026 |
| Trinity Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,629 | -100.0% | Q1 2026 | Apr 07, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.02% | — | -1,595 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Voya Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,593 | -100.0% | Q1 2026 | May 12, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,530 | -100.0% | Q1 2026 | May 01, 2026 |
| AF Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -1,521 | -100.0% | Q1 2026 | May 01, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Closed out | 0 | 0 | — | 0.06% | — | -1,500 | -100.0% | Q1 2026 | May 13, 2026 |
| Ruane, Cunniff & Goldfarb L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,426 | -100.0% | Q1 2026 | May 14, 2026 |
| MEMBERS WEALTH LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -1,396 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Turim 21 Investimentos Ltda. | History | Closed out | 0 | 0 | — | 0.05% | — | -950 | -100.0% | Q1 2026 | May 15, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -437 | -100.0% | Q1 2026 | May 08, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -355 | -100.0% | Q1 2026 | May 01, 2026 |
| Bravera Wealth | History | Closed out | 0 | 0 | — | 0.01% | — | -198 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -181 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -128 | -100.0% | Q1 2026 | May 11, 2026 |
| WEST PACES ADVISORS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q1 2026 | May 05, 2026 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -94 | -100.0% | Q1 2026 | May 13, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -87 | -100.0% | Q1 2026 | May 15, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -81 | -100.0% | Q1 2026 | May 08, 2026 |
| Lodestone Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q1 2026 | May 01, 2026 |
| Kozak & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q1 2026 | Apr 14, 2026 |
| YANKCOM Partnership | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q1 2026 | Apr 20, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q1 2026 | May 01, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q1 2026 | May 01, 2026 |
| Centerpoint Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q1 2026 | May 07, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 7 | 0 | — | 0.0% | — | -8 | -53.33% | Q1 2026 | Apr 10, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 17, 2026 |
| Main Street Group, LTD | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 06, 2026 |
| ATWOOD & PALMER INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Front Row Advisors LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| New Millennium Group LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |