VANGUARD MUNICIPAL BOND FUNDS - VTEB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Reduced | 44,720,653 | 2,225,747 | 0.14% | 0.33% | 1 | -59,830,919 | -57.23% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 38,571,552 | 1,924,334 | 1.18% | 1.17% | 2 | +1,920,046 | 5.24% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Added to | 27,925,540 | 1,393,205 | 0.08% | 0.08% | 3 | +2,752,797 | 10.94% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 27,532,088 | 1,373,575 | 0.93% | 0.9% | 4 | +2,499,613 | 9.99% | Q1 2026 | May 12, 2026 |
| Wealthfront Advisers LLC | History | Added to | 24,913,759 | 1,242,947 | 2.73% | 2.71% | 5 | +760,249 | 3.15% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 24,824,614 | 1,238,499 | 0.19% | 0.18% | 6 | +1,826,935 | 7.94% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 24,433,775 | 1,219,001 | 0.38% | 0.39% | 7 | -180,421 | -0.73% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 20,319,509 | 1,013,740 | 0.05% | 0.05% | 8 | -174,122 | -0.85% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 14,599,761 | 728,382 | 0.1% | 0.1% | 9 | -749,717 | -4.88% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 14,373,737 | 717,105 | 0.14% | 0.12% | 10 | +885,725 | 6.57% | Q1 2026 | Jul 08, 2026 |
| SEI INVESTMENTS CO | History | Added to | 14,164,689 | 706,677 | 0.65% | 0.67% | 11 | +659,339 | 4.88% | Q1 2026 | May 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 12,706,867 | 633,945 | 2.44% | — | 12 | +12,706,867 | New | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 12,650,375 | 631,127 | 0.05% | 0.04% | 13 | +594,110 | 4.93% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 10,832,376 | 540,427 | 0.8% | 0.78% | 14 | +603,571 | 5.9% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 9,638,050 | 480,842 | 0.13% | 0.13% | 15 | +503,007 | 5.51% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 8,880,433 | 441,255 | 0.21% | 0.21% | 16 | +1,925,834 | 27.69% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 7,223,222 | 360,366 | 0.09% | 0.08% | 17 | +951,107 | 15.16% | Q1 2026 | May 13, 2026 |
| Betterment LLC | History | Added to | 6,930,029 | 345,739 | 0.65% | 0.64% | 18 | +222,124 | 3.31% | Q1 2026 | May 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 6,316,714 | 315,140 | 4.62% | 4.26% | 19 | +717,204 | 12.81% | Q1 2026 | Apr 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,402,498 | 269,530 | 0.07% | 0.07% | 20 | +745,787 | 16.02% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Added to | 4,482,589 | 220,073 | 0.31% | 0.27% | 21 | +448,551 | 11.12% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 4,401,851 | 219,619 | 0.31% | 0.3% | 22 | +362,662 | 8.98% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 4,345,653 | 216,804 | 0.03% | 0.03% | 23 | +598,276 | 15.97% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 4,267,150 | 212,883 | 0.25% | 0.24% | 24 | +309,361 | 7.82% | Q1 2026 | May 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 4,250,870 | 212,075 | 2.32% | 2.21% | 25 | +236,121 | 5.88% | Q1 2026 | May 13, 2026 |
| ASPIRIANT, LLC | History | Reduced | 4,233,953 | 211,231 | 6.02% | 6.22% | 26 | -70,098 | -1.63% | Q1 2026 | May 12, 2026 |
| VANGUARD GROUP INC | History | No change | 4,141,430 | 208,272 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD ADVISERS INC | History | New | 3,852,209 | 192,186 | 0.75% | — | 28 | +3,852,209 | New | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,492,612 | 174,246 | 0.21% | 0.21% | 29 | -16,267 | -0.46% | Q1 2026 | May 14, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 3,465,055 | 172,871 | 3.72% | 3.95% | 30 | -91,781 | -2.58% | Q1 2026 | Apr 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 3,311,160 | 165,194 | 0.03% | 0.03% | 31 | -91,724 | -2.7% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,198,132 | 159,547 | 0.04% | 0.03% | 32 | +161,459 | 5.32% | Q1 2026 | May 15, 2026 |
| Facet Wealth, Inc. | History | Added to | 2,638,988 | 131,659 | 2.28% | 1.81% | 33 | +611,368 | 30.15% | Q1 2026 | May 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,622,261 | 130,824 | 0.14% | 0.14% | 34 | +75,473 | 2.96% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,462,866 | 122,872 | 0.07% | 0.07% | 35 | -97,485 | -3.81% | Q1 2026 | May 08, 2026 |
| Members Trust Co | History | Added to | 2,453,861 | 122,423 | 4.07% | 3.88% | 36 | +90,170 | 3.81% | Q1 2026 | May 04, 2026 |
| Pathstone Holdings, LLC | History | Added to | 2,367,474 | 118,113 | 0.47% | 0.46% | 37 | +20,115 | 0.86% | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 2,153,555 | 107,440 | 1.05% | 0.95% | 38 | +223,228 | 11.56% | Q1 2026 | May 08, 2026 |
| SCS Capital Management LLC | History | Reduced | 1,930,365 | 96,305 | 1.02% | 1.04% | 39 | -15,494 | -0.8% | Q1 2026 | May 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 1,896,133 | 94,598 | 1.09% | 1.17% | 40 | -15,240 | -0.8% | Q1 2026 | May 08, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 1,846,369 | 92,115 | 0.52% | 0.48% | 41 | +140,834 | 8.26% | Q1 2026 | Apr 30, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,804,894 | 90,046 | 0.02% | 0.01% | 42 | +319,117 | 21.48% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 1,707,796 | 85,201 | 0.13% | 0.14% | 43 | -53,681 | -3.05% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Added to | 1,615,681 | 80,606 | 0.39% | 0.42% | 44 | +146,263 | 9.95% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,608,506 | 80,251 | 0.12% | 0.14% | 45 | -350,512 | -17.89% | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | Added to | 1,587,787 | 79,595 | 2.57% | 2.32% | 46 | +265,487 | 20.08% | Q1 2026 | Apr 09, 2026 |
| Lutz Financial Services LLC | History | Added to | 1,569,663 | 78,310 | 5.26% | 5.09% | 47 | +82,868 | 5.57% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,555,177 | 77,587 | 0.07% | 0.07% | 48 | +69,173 | 4.65% | Q1 2026 | May 12, 2026 |
| GeoWealth Management, LLC | History | Added to | 1,547,081 | 77,183 | 2.78% | 2.81% | 49 | +29,598 | 1.95% | Q1 2026 | May 13, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | New | 1,428,518 | 71,268 | 10.01% | — | 50 | +1,428,518 | New | Q1 2026 | May 14, 2026 |
| Composition Wealth, LLC | History | Added to | 1,365,610 | 68,130 | 0.94% | 0.11% | 51 | +1,213,245 | 796.28% | Q1 2026 | Apr 08, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 1,361,467 | 67,923 | 0.37% | 0.39% | 52 | -70,818 | -4.94% | Q1 2026 | May 05, 2026 |
| Forum Financial Management, LP | History | Added to | 1,319,857 | 65,847 | 0.93% | 0.85% | 53 | +18,686 | 1.44% | Q1 2026 | Apr 23, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 1,314,757 | 65,593 | 1.03% | 1.02% | 54 | +147,129 | 12.6% | Q1 2026 | May 04, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 1,299,844 | 64,849 | 0.32% | 0.24% | 55 | +399,838 | 44.43% | Q1 2026 | May 14, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 1,277,072 | 63,688 | 0.49% | — | 56 | +1,277,072 | New | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,273,664 | 63,543 | 0.51% | 0.57% | 57 | +315,789 | 32.97% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,291,956 | 63,258 | 0.13% | 0.12% | 58 | -525,324 | -28.91% | Q1 2026 | Apr 08, 2026 |
| BAKER BOYER NATIONAL BANK | History | Added to | 1,172,202 | 58,481 | 17.57% | 17.65% | 59 | +9,431 | 0.81% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 1,151,605 | 57,453 | 0.06% | 0.06% | 60 | +114,033 | 10.99% | Q1 2026 | May 13, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 1,100,757 | 54,916 | 8.1% | 8.15% | 61 | -5,223 | -0.47% | Q1 2026 | Apr 21, 2026 |
| Focus Partners Wealth | History | Added to | 1,099,104 | 54,841 | 0.06% | 0.06% | 62 | +5,173 | 0.47% | Q1 2026 | May 14, 2026 |
| Kestra Investment Management, LLC | History | Added to | 1,098,741 | 54,816 | 0.95% | 0.98% | 63 | +305,687 | 38.55% | Q1 2026 | May 11, 2026 |
| West Financial Advisors, LLC | History | Added to | 1,094,845 | 54,621 | 9.27% | 9.11% | 64 | +20,806 | 1.94% | Q1 2026 | Apr 08, 2026 |
| GenTrust, LLC | History | Added to | 1,045,621 | 52,166 | 2.23% | 1.96% | 65 | +143,951 | 15.96% | Q1 2026 | Apr 27, 2026 |
| MATHER GROUP, LLC. | History | Added to | 992,577 | 49,519 | 0.49% | 0.49% | 66 | +49,598 | 5.26% | Q1 2026 | Apr 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 989,502 | 49,366 | 0.26% | 0.3% | 67 | +142,073 | 16.77% | Q1 2026 | May 15, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 973,264 | 48,556 | 0.85% | 0.82% | 68 | +2,737 | 0.28% | Q1 2026 | May 11, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 957,011 | 47,745 | 9.78% | 9.9% | 69 | -23,921 | -2.44% | Q1 2026 | May 05, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 913,240 | 45,561 | 2.7% | 2.69% | 70 | -14,775 | -1.59% | Q1 2026 | May 11, 2026 |
| Sunflower Bank, N.A. | History | Added to | 896,240 | 44,713 | 11.4% | 11.08% | 71 | +22,074 | 2.53% | Q1 2026 | Apr 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 895,626 | 44,682 | 0.16% | 0.16% | 72 | +20,909 | 2.39% | Q1 2026 | Jun 02, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 894,199 | 44,611 | 3.03% | 3.11% | 73 | -4,054 | -0.45% | Q1 2026 | May 14, 2026 |
| Foster Group, Inc. | History | Reduced | 885,687 | 44,186 | 1.32% | 1.36% | 74 | -6,844 | -0.77% | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | Added to | 869,401 | 43,374 | 0.18% | 0.17% | 75 | +62,725 | 7.78% | Q1 2026 | May 14, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 868,264 | 43,317 | 6.56% | 6.41% | 76 | +31,243 | 3.73% | Q1 2026 | May 01, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 866,033 | 43,206 | 0.06% | 0.05% | 77 | +104,839 | 13.77% | Q1 2026 | Apr 27, 2026 |
| One Capital Management, LLC | History | Added to | 845,847 | 42,199 | 1.16% | 1.23% | 78 | +36,204 | 4.47% | Q1 2026 | May 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 842,572 | 42,035 | 0.09% | 0.08% | 79 | -1,827 | -0.22% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 824,157 | 41,117 | 0.11% | 0.12% | 80 | -153,028 | -15.66% | Q1 2026 | May 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 811,204 | 40,470 | 2.26% | 2.24% | 81 | +22,041 | 2.79% | Q1 2026 | Apr 20, 2026 |
| NICOLET BANKSHARES INC | History | New | 801,648 | 40,009 | 1.48% | — | 82 | +801,648 | New | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Added to | 796,708 | 39,747 | 0.14% | 0.13% | 83 | +3,117 | 0.39% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 777,821 | 38,805 | 0.05% | 0.07% | 84 | -213,711 | -21.55% | Q1 2026 | Apr 27, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 770,917 | 38,461 | 3.75% | 3.4% | 85 | +78,827 | 11.39% | Q1 2026 | Apr 29, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 751,234 | 37,479 | 4.54% | 5.88% | 86 | -284,414 | -27.46% | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 745,522 | 37,194 | 0.81% | 0.84% | 87 | -96 | -0.01% | Q1 2026 | May 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 733,944 | 36,616 | 0.61% | 0.5% | 88 | +138,133 | 23.18% | Q1 2026 | Apr 21, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 733,531 | 36,595 | 0.01% | 0.0% | 89 | +592,590 | 420.45% | Q1 2026 | May 15, 2026 |
| Lexington Hill Partners, LLC | History | Added to | 721,059 | 35,973 | 20.37% | 14.97% | 90 | +325,271 | 82.18% | Q1 2026 | Apr 16, 2026 |
| MBB PUBLIC MARKETS I LLC | History | Added to | 718,533 | 35,847 | 4.27% | 2.93% | 91 | +160,200 | 28.69% | Q1 2026 | May 15, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 715,114 | 35,676 | 0.6% | 0.7% | 92 | -125,266 | -14.91% | Q1 2026 | May 05, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 707,563 | 35,300 | 1.38% | 1.44% | 93 | -16,575 | -2.29% | Q1 2026 | Apr 10, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 705,710 | 35,207 | 1.11% | 0.67% | 94 | +341,469 | 93.75% | Q1 2026 | May 07, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 695,282 | 35,153 | 2.37% | 2.37% | 95 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 703,776 | 35,111 | 3.95% | 3.74% | 96 | +11,880 | 1.72% | Q1 2026 | May 04, 2026 |
| Jordan Park Group LLC | History | Added to | 703,253 | 35,085 | 1.87% | 1.7% | 97 | +120,323 | 20.64% | Q1 2026 | May 11, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 702,048 | 35,025 | 1.84% | 1.93% | 98 | +2,056 | 0.29% | Q1 2026 | Apr 29, 2026 |
| Gleason Group, Inc. | History | Added to | 695,356 | 34,691 | 3.44% | 3.1% | 99 | +65,977 | 10.48% | Q1 2026 | May 04, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 675,736 | 33,712 | 0.26% | 0.28% | 100 | -11,723 | -1.71% | Q1 2026 | May 01, 2026 |
| Allen Investment Management, LLC | History | No change | 673,326 | 33,592 | 0.42% | 0.38% | 101 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Waverly Advisors, LLC | History | Added to | 653,649 | 32,610 | 0.24% | 0.25% | 102 | +51,593 | 8.57% | Q1 2026 | May 15, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 652,691 | 32,562 | 1.03% | 1.01% | 103 | +36,641 | 5.95% | Q1 2026 | May 15, 2026 |
| Astoria Strategic Wealth, Inc. | History | Added to | 645,040 | 32,181 | 8.17% | 7.9% | 104 | +21,030 | 3.37% | Q1 2026 | Apr 17, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 641,610 | 32,009 | 0.45% | 0.38% | 105 | +52,479 | 8.91% | Q1 2026 | Apr 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 632,719 | 31,566 | 0.0% | 0.0% | 106 | -157,276 | -19.91% | Q1 2026 | May 15, 2026 |
| BSW Wealth Partners | History | Added to | 629,537 | 31,407 | 3.83% | 3.71% | 107 | +13,964 | 2.27% | Q1 2026 | Apr 14, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 625,727 | 31,217 | 0.37% | 0.37% | 108 | -15,310 | -2.39% | Q1 2026 | May 06, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 609,855 | 30,425 | 0.64% | 0.64% | 109 | -1,414 | -0.23% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 601,532 | 30,010 | 0.01% | 0.0% | 110 | +502,684 | 508.54% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Added to | 589,649 | 29,418 | 0.9% | 0.85% | 111 | +25,244 | 4.47% | Q1 2026 | Apr 06, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 564,104 | 28,525 | 2.55% | 2.3% | 112 | +48,893 | 9.49% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | Added to | 561,677 | 28,022 | 0.32% | 0.29% | 113 | +54,933 | 10.84% | Q1 2026 | Apr 16, 2026 |
| Merit Financial Group, LLC | History | Added to | 554,843 | 27,681 | 0.21% | 0.11% | 114 | +272,404 | 96.45% | Q1 2026 | Apr 15, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 540,555 | 27,091 | 7.08% | 7.43% | 115 | +8,196 | 1.54% | Q1 2026 | May 01, 2026 |
| AlphaCore Capital LLC | History | Reduced | 537,063 | 26,794 | 0.64% | 0.71% | 116 | -99,907 | -15.68% | Q1 2026 | May 15, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 532,395 | 26,561 | 1.61% | 1.68% | 117 | -13,439,919 | -96.19% | Q1 2026 | May 12, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Added to | 529,087 | 26,396 | 2.42% | 1.95% | 118 | +125,577 | 31.12% | Q1 2026 | Apr 23, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 508,854 | 25,386 | 0.21% | 0.21% | 119 | +33,557 | 7.06% | Q1 2026 | May 07, 2026 |
| L2 Asset Management, LLC | History | Added to | 505,263 | 25,207 | 2.4% | 1.68% | 120 | +255,461 | 102.27% | Q1 2026 | May 14, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 505,550 | 25,207 | 7.37% | 6.56% | 121 | +59,670 | 13.38% | Q1 2026 | May 07, 2026 |
| One Wealth Advisors, LLC | History | Added to | 492,252 | 24,558 | 3.06% | 2.94% | 122 | +13,259 | 2.77% | Q1 2026 | Apr 21, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 487,296 | 24,311 | 0.64% | 0.63% | 123 | +15,007 | 3.18% | Q1 2026 | Apr 16, 2026 |
| Apella Capital, LLC | History | Added to | 477,945 | 24,112 | 0.36% | 0.43% | 124 | +43,681 | 10.06% | Q1 2026 | Apr 20, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 465,886 | 23,243 | 2.03% | 1.88% | 125 | +59,689 | 14.69% | Q1 2026 | Apr 07, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 453,445 | 22,622 | 0.04% | 0.04% | 126 | -619 | -0.14% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 448,066 | 22,353 | 0.06% | 0.06% | 127 | +1,283 | 0.29% | Q1 2026 | May 14, 2026 |
| FIRST HORIZON CORP | History | Added to | 445,141 | 22,208 | 0.93% | 0.74% | 128 | +114,384 | 34.58% | Q1 2026 | Apr 30, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 444,040 | 22,153 | 0.03% | 0.02% | 129 | +112,661 | 34.0% | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 442,400 | 22,071 | 0.03% | 0.02% | 130 | +231,146 | 109.42% | Q1 2026 | May 14, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 439,579 | 21,930 | 6.43% | 6.68% | 131 | +2,941 | 0.67% | Q1 2026 | Apr 22, 2026 |
| ATMOS ADVISORY, LLC | History | Added to | 438,026 | 21,853 | 12.41% | 11.78% | 132 | +33,938 | 8.4% | Q1 2026 | Apr 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 437,027 | 21,803 | 0.08% | 0.09% | 133 | +16,009 | 3.8% | Q1 2026 | Apr 30, 2026 |
| Colony Family Offices, LLC | History | Added to | 429,624 | 21,433 | 5.29% | 4.86% | 134 | +42,269 | 10.91% | Q1 2026 | Apr 21, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 425,853 | 21,245 | 1.44% | 1.48% | 135 | +2,416 | 0.57% | Q1 2026 | Apr 29, 2026 |
| Hirtle & Co., LLC | History | Reduced | 425,162 | 21,211 | 0.73% | 0.73% | 136 | -99 | -0.02% | Q1 2026 | May 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 423,749 | 21,140 | 0.39% | 0.22% | 137 | +179,889 | 73.77% | Q1 2026 | May 07, 2026 |
| BROWN ADVISORY INC | History | Added to | 412,488 | 20,579 | 0.03% | 0.03% | 138 | +17,599 | 4.46% | Q1 2026 | May 15, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 408,410 | 20,375 | 4.02% | 3.91% | 139 | +37,202 | 10.02% | Q1 2026 | Apr 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 401,700 | 20,040 | 0.01% | — | 140 | +401,700 | New | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 397,947 | 19,853 | 0.01% | 0.01% | 141 | +40,768 | 11.41% | Q1 2026 | May 06, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Added to | 391,387 | 19,526 | 0.84% | 0.78% | 142 | +19,464 | 5.23% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 378,843 | 18,900 | 0.03% | 0.0% | 143 | +370,974 | 4714.37% | Q1 2026 | May 01, 2026 |
| Elm Partners Management LLC | History | Reduced | 375,373 | 18,682 | 0.81% | 1.03% | 144 | -77,270 | -17.07% | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 366,394 | 18,425 | 0.36% | 0.36% | 145 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | Added to | 366,273 | 18,273 | 0.01% | 0.01% | 146 | +115,583 | 46.11% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 364,797 | 18,199 | 0.03% | 0.03% | 147 | +1,262 | 0.35% | Q1 2026 | May 14, 2026 |
| Stairway Partners, LLC | History | Reduced | 364,470 | 18,183 | 0.94% | 0.95% | 148 | -250 | -0.07% | Q1 2026 | Apr 02, 2026 |
| Stamos Capital Partners, L.P. | History | Reduced | 357,307 | 17,826 | 2.79% | 2.97% | 149 | -10,485 | -2.85% | Q1 2026 | May 13, 2026 |
| Logan Stone Capital, LLC | History | New | 352,368 | 17,579 | 4.88% | — | 150 | +352,368 | New | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 351,000 | 17,511 | 0.0% | — | 151 | +351,000 | New | Q1 2026 | May 15, 2026 |
| Carnegie Investment Counsel | History | Reduced | 349,658 | 17,444 | 0.34% | 0.33% | 152 | -9,502 | -2.65% | Q1 2026 | May 01, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 347,016 | 17,312 | 3.62% | 3.5% | 153 | +17,093 | 5.18% | Q1 2026 | Apr 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 346,974 | 17,310 | 0.09% | 0.05% | 154 | +169,774 | 95.81% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Reduced | 336,750 | 16,800 | 0.03% | 0.04% | 155 | -9,873 | -2.85% | Q1 2026 | May 06, 2026 |
| COMERICA BANK | History | No change | 332,428 | 16,717 | 0.07% | 0.07% | 156 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Unison Advisors LLC | History | Added to | 330,270 | 16,477 | 1.25% | 1.45% | 157 | +92 | 0.03% | Q1 2026 | Apr 28, 2026 |
| Smithfield Trust Co | History | Added to | 330,206 | 16,474 | 0.72% | 0.64% | 158 | +41,870 | 14.52% | Q1 2026 | May 08, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 330,131 | 16,470 | 2.67% | 2.65% | 159 | +6,144 | 1.9% | Q1 2026 | Apr 15, 2026 |
| Evanson Asset Management, LLC | History | Added to | 328,916 | 16,409 | 0.88% | 0.81% | 160 | +29,380 | 9.81% | Q1 2026 | Apr 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 327,448 | 16,336 | 0.04% | 0.04% | 161 | +9,923 | 3.13% | Q1 2026 | Apr 30, 2026 |
| Passive Capital Management, LLC. | History | Added to | 325,037 | 16,216 | 4.84% | 5.0% | 162 | +7,136 | 2.24% | Q1 2026 | May 14, 2026 |
| Single Point Partners, LLC | History | Added to | 317,426 | 15,836 | 3.15% | 3.12% | 163 | +3,528 | 1.12% | Q1 2026 | Apr 15, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 313,565 | 15,784 | 0.9% | 0.89% | 164 | +10,794 | 3.57% | Q1 2026 | Apr 20, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 310,975 | 15,638 | 4.58% | 4.58% | 165 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Clark Asset Management, LLC | History | Added to | 311,945 | 15,562 | 1.46% | 1.61% | 166 | +4,278 | 1.39% | Q1 2026 | Apr 16, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 311,766 | 15,554 | 1.34% | 1.38% | 167 | -6,112 | -1.92% | Q1 2026 | Apr 07, 2026 |
| Compound Planning, Inc. | History | Reduced | 311,764 | 15,553 | 0.48% | 0.54% | 168 | -55,359 | -15.08% | Q1 2026 | May 14, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 311,346 | 15,533 | 0.8% | 0.84% | 169 | -819 | -0.26% | Q1 2026 | Apr 21, 2026 |
| Equitable Holdings, Inc. | History | Added to | 307,301 | 15,452 | 0.1% | 0.1% | 170 | +23,416 | 8.25% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 309,000 | 15,416 | 0.04% | 0.03% | 171 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 307,545 | 15,343 | 0.0% | 0.0% | 172 | -71,805 | -18.93% | Q1 2026 | May 15, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 306,331 | 15,282 | 0.83% | 0.84% | 173 | +125,886 | 69.76% | Q1 2026 | May 11, 2026 |
| Newton One Investments LLC | History | Added to | 302,477 | 15,090 | 4.1% | 4.28% | 174 | +13,992 | 4.85% | Q1 2026 | Apr 24, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 299,960 | 14,965 | 1.23% | 1.32% | 175 | -6,698 | -2.18% | Q1 2026 | Apr 08, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 295,420 | 14,738 | 0.1% | 0.11% | 176 | -40,475 | -12.05% | Q1 2026 | May 05, 2026 |
| Divergent Planning, LLC | History | No change | 292,191 | 14,717 | 3.76% | 3.76% | 177 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 294,858 | 14,710 | 0.17% | 0.17% | 178 | -7,260 | -2.4% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 290,504 | 14,499 | 0.14% | 0.11% | 179 | +85,961 | 42.03% | Q1 2026 | Apr 07, 2026 |
| Grove Bank & Trust | History | Added to | 289,606 | 14,448 | 1.63% | 1.61% | 180 | +4,830 | 1.7% | Q1 2026 | Apr 08, 2026 |
| Brooklyn FI, LLC | History | Added to | 288,920 | 14,414 | 3.03% | 2.89% | 181 | +20,613 | 7.68% | Q1 2026 | May 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 287,500 | 14,343 | 0.02% | 0.01% | 182 | +50,000 | 21.05% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 281,255 | 14,031 | 0.15% | 0.12% | 183 | +66,824 | 31.16% | Q1 2026 | Apr 20, 2026 |
| San Luis Wealth Advisors LLC | History | Reduced | 278,096 | 13,874 | 2.3% | 2.42% | 184 | -9,530 | -3.31% | Q1 2026 | Apr 29, 2026 |
| Frisco Financial Planning LLC | History | Added to | 276,667 | 13,802 | 11.38% | 7.74% | 185 | +92,437 | 50.17% | Q1 2026 | May 12, 2026 |
| PDS Planning, Inc | History | Added to | 272,330 | 13,586 | 0.9% | 0.87% | 186 | +13,327 | 5.15% | Q1 2026 | Apr 21, 2026 |
| SageView Advisory Group, LLC | History | No change | 268,868 | 13,521 | 0.46% | 0.46% | 187 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Altiora Financial Group, LLC | History | Added to | 270,029 | 13,471 | 2.22% | 1.77% | 188 | +65,551 | 32.06% | Q1 2026 | May 08, 2026 |
| &PARTNERS | History | Added to | 269,394 | 13,440 | 0.07% | 0.07% | 189 | +9,406 | 3.62% | Q1 2026 | May 15, 2026 |
| Level Wealth Management LLC | History | Added to | 268,707 | 13,405 | 6.28% | 5.05% | 190 | +72,165 | 36.72% | Q1 2026 | Apr 27, 2026 |
| Empower Advisory Group, LLC | History | Added to | 267,565 | 13,348 | 0.03% | 0.03% | 191 | +33,435 | 14.28% | Q1 2026 | May 14, 2026 |
| MidFirst Bank | History | Added to | 267,538 | 13,347 | 1.1% | 0.8% | 192 | +66,990 | 33.4% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 264,905 | 13,216 | 0.15% | 0.15% | 193 | +3,458 | 1.32% | Q1 2026 | Apr 28, 2026 |
| Lido Advisors, LLC | History | Added to | 264,128 | 13,177 | 0.04% | 0.04% | 194 | +89 | 0.03% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 258,614 | 12,902 | 0.12% | 0.15% | 195 | +26,475 | 11.4% | Q1 2026 | May 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 258,450 | 12,894 | 0.44% | 0.43% | 196 | +15,003 | 6.16% | Q1 2026 | Apr 07, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 256,806 | 12,812 | 10.15% | 9.92% | 197 | +11,474 | 4.68% | Q1 2026 | Apr 13, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 250,237 | 12,484 | 1.52% | 1.46% | 198 | +10,814 | 4.52% | Q1 2026 | Apr 23, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 246,692 | 12,307 | 1.29% | 1.37% | 199 | -2,012 | -0.81% | Q1 2026 | May 11, 2026 |
| Tenret Co LLC | History | Added to | 244,958 | 12,220 | 5.9% | 4.48% | 200 | +69,028 | 39.24% | Q1 2026 | May 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 243,460 | 12,146 | 0.15% | 0.14% | 201 | +23,853 | 10.86% | Q1 2026 | Apr 20, 2026 |
| Vanguard National Trust Co | History | New | 241,903 | 12,068 | 0.76% | — | 202 | +241,903 | New | Q1 2026 | May 08, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 241,327 | 12,039 | 0.34% | 0.27% | 203 | +47,500 | 24.51% | Q1 2026 | May 14, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 239,612 | 11,954 | 0.8% | 1.06% | 204 | +7,486 | 3.22% | Q1 2026 | May 07, 2026 |
| Partners in Financial Planning | History | Added to | 236,605 | 11,804 | 1.96% | 1.96% | 205 | +6,419 | 2.79% | Q1 2026 | May 11, 2026 |
| BANK OF HAWAII | History | Reduced | 236,069 | 11,777 | 0.62% | 0.61% | 206 | -8,786 | -3.59% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 233,246 | 11,636 | 0.06% | 0.08% | 207 | -46,362 | -16.58% | Q1 2026 | May 13, 2026 |
| Roth Financial Partners LLC | History | Reduced | 232,030 | 11,574 | 3.95% | 3.94% | 208 | -5,230 | -2.2% | Q1 2026 | Apr 21, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 231,247 | 11,537 | 1.33% | 0.83% | 209 | +94,367 | 68.94% | Q1 2026 | Apr 17, 2026 |
| Physician Wealth Solutions Inc. | History | Added to | 228,992 | 11,424 | 4.73% | 4.66% | 210 | +10,578 | 4.84% | Q1 2026 | Apr 13, 2026 |
| LM Advisors LLC | History | Reduced | 557 | 11,155 | 0.18% | 0.2% | 211 | -4 | -0.71% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 222,534 | 11,102 | 0.02% | 0.02% | 212 | +25,719 | 13.07% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Reduced | 221,277 | 11,039 | 0.0% | 0.01% | 213 | -18,660 | -7.78% | Q1 2026 | May 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 220,932 | 11,022 | 0.13% | 0.21% | 214 | -151,147 | -40.62% | Q1 2026 | May 05, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 220,528 | 11,002 | 0.2% | 0.2% | 215 | +252 | 0.11% | Q1 2026 | Apr 10, 2026 |
| Cardinal Point Capital Management ULC | History | New | 220,196 | 10,985 | 0.67% | — | 216 | +220,196 | New | Q1 2026 | Apr 20, 2026 |
| Private Advisor Group, LLC | History | Added to | 216,869 | 10,819 | 0.05% | 0.05% | 217 | +13,152 | 6.46% | Q1 2026 | Apr 24, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 211,848 | 10,569 | 0.85% | 1.04% | 218 | -40,577 | -16.07% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 210,798 | 10,516 | 0.25% | 0.24% | 219 | +14,721 | 7.51% | Q1 2026 | May 11, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 207,164 | 10,335 | 1.5% | 1.42% | 220 | +11,422 | 5.84% | Q1 2026 | May 13, 2026 |
| PFG Advisors | History | Added to | 206,958 | 10,325 | 0.5% | 0.49% | 221 | +4,620 | 2.28% | Q1 2026 | May 05, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | Added to | 206,552 | 10,304 | 1.87% | 1.72% | 222 | +3,927 | 1.94% | Q1 2026 | Apr 10, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 204,877 | 10,221 | 4.41% | 4.52% | 223 | +6,057 | 3.05% | Q1 2026 | May 01, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 204,654 | 10,210 | 0.83% | 0.83% | 224 | +10,650 | 5.49% | Q1 2026 | Apr 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 199,112 | 9,933 | 0.19% | 0.19% | 225 | -2,908 | -1.44% | Q1 2026 | May 01, 2026 |
| Firestone Capital Management | History | Added to | 198,358 | 9,896 | 2.06% | 2.07% | 226 | +4,413 | 2.28% | Q1 2026 | May 08, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 197,971 | 9,876 | 0.94% | 0.92% | 227 | +6,296 | 3.28% | Q1 2026 | Apr 22, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Reduced | 197,020 | 9,829 | 2.21% | 2.26% | 228 | -3,070 | -1.53% | Q1 2026 | Apr 15, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 194,204 | 9,688 | 1.22% | 1.56% | 229 | +31,264 | 19.19% | Q1 2026 | May 18, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 188,849 | 9,489 | 0.19% | 0.77% | 230 | -474,026 | -71.51% | Q1 2026 | May 11, 2026 |
| Keebeck Wealth Management | History | Reduced | 189,547 | 9,456 | 1.06% | 1.18% | 231 | -12,933 | -6.39% | Q1 2026 | May 14, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 189,142 | 9,436 | 7.01% | 5.68% | 232 | +38,884 | 25.88% | Q1 2026 | Apr 20, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 189,041 | 9,431 | 2.7% | 2.54% | 233 | +14,875 | 8.54% | Q1 2026 | Apr 15, 2026 |
| Keystone Global Partners, LLC | History | Reduced | 187,863 | 9,372 | 4.16% | 6.07% | 234 | -86,512 | -31.53% | Q1 2026 | Apr 24, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 187,560 | 9,357 | 0.04% | 0.02% | 235 | +30,138 | 19.14% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Added to | 186,683 | 9,313 | 0.11% | 0.11% | 236 | +13,803 | 7.98% | Q1 2026 | May 01, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 185,634 | 9,261 | 0.78% | 0.78% | 237 | +72 | 0.04% | Q1 2026 | Apr 20, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 183,963 | 9,251 | 0.83% | 0.85% | 238 | +1,322 | 0.72% | Q1 2026 | Apr 20, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 184,876 | 9,223 | 0.07% | 0.08% | 239 | -25,303 | -12.04% | Q1 2026 | May 11, 2026 |
| CAPSTONE CAPITAL LLC | History | Added to | 184,133 | 9,186 | 5.92% | 5.81% | 240 | +6,316 | 3.55% | Q1 2026 | Apr 23, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 184,559 | 9,185 | 0.33% | 0.31% | 241 | +20,256 | 12.33% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 182,597 | 9,109 | 0.02% | 0.01% | 242 | +32,337 | 21.52% | Q1 2026 | May 01, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 181,283 | 9,044 | 0.03% | 0.04% | 243 | -34,256 | -15.89% | Q1 2026 | Apr 24, 2026 |
| Independent Advisor Alliance | History | Added to | 180,533 | 9,006 | 0.1% | 0.07% | 244 | +120,551 | 200.98% | Q1 2026 | May 12, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 177,373 | 8,849 | 1.09% | 1.11% | 245 | -3,450 | -1.91% | Q1 2026 | Apr 10, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 174,138 | 8,687 | 0.7% | 0.69% | 246 | -4,391 | -2.46% | Q1 2026 | Apr 06, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 170,392 | 8,500 | 0.59% | 0.49% | 247 | -11,923 | -6.54% | Q1 2026 | May 11, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 169,422 | 8,452 | 0.88% | 0.89% | 248 | +3,349 | 2.02% | Q1 2026 | Apr 08, 2026 |
| Summit Wealth Group, LLC | History | Added to | 169,021 | 8,432 | 1.93% | 1.85% | 249 | +11,307 | 7.17% | Q1 2026 | May 04, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 167,287 | 8,345 | 2.24% | 2.12% | 250 | +21,138 | 14.46% | Q1 2026 | May 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 166,045 | 8,283 | 0.17% | 0.18% | 251 | +685 | 0.41% | Q1 2026 | Apr 27, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 165,934 | 8,278 | 0.45% | 0.44% | 252 | +1,665 | 1.01% | Q1 2026 | May 15, 2026 |
| One Degree Advisors Inc | History | Added to | 165,093 | 8,236 | 2.16% | 2.17% | 253 | +8,388 | 5.35% | Q1 2026 | May 01, 2026 |
| Veratis Advisors, Inc. | History | No change | 160,726 | 8,179 | 6.47% | 6.47% | 254 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Summit Financial, LLC | History | Reduced | 163,784 | 8,171 | 0.1% | 0.12% | 255 | -4,302 | -2.56% | Q1 2026 | May 15, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 163,758 | 8,169 | 1.88% | 2.14% | 256 | -20,543 | -11.15% | Q1 2026 | Apr 17, 2026 |
| Beacon Wealthcare LLC | History | Added to | 163,181 | 8,141 | 2.87% | 2.67% | 257 | +8,545 | 5.53% | Q1 2026 | Apr 01, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 162,452 | 8,104 | 0.15% | 0.15% | 258 | +4,151 | 2.62% | Q1 2026 | May 11, 2026 |
| 25 LLC | History | Added to | 162,394 | 8,101 | 2.5% | 2.31% | 259 | +17,831 | 12.33% | Q1 2026 | Apr 20, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Reduced | 161,873 | 8,075 | 3.8% | 3.81% | 260 | -4,679 | -2.81% | Q1 2026 | May 12, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 157,237 | 7,844 | 2.47% | 2.3% | 261 | +9,675 | 6.56% | Q1 2026 | Apr 16, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 153,633 | 7,664 | 1.82% | 1.8% | 262 | +7,614 | 5.21% | Q1 2026 | Apr 22, 2026 |
| Arax Advisory Partners | History | Reduced | 152,253 | 7,595 | 0.21% | 0.23% | 263 | -6,710 | -4.22% | Q1 2026 | May 13, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 151,937 | 7,580 | 0.32% | 0.3% | 264 | +1,125 | 0.75% | Q1 2026 | Apr 13, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 151,125 | 7,539 | 0.44% | 0.47% | 265 | -8,732 | -5.46% | Q1 2026 | Apr 29, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 150,611 | 7,514 | 0.47% | 0.48% | 266 | +6,778 | 4.71% | Q1 2026 | Apr 27, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 150,291 | 7,498 | 1.01% | 0.94% | 267 | +13,417 | 9.8% | Q1 2026 | Apr 08, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 149,224 | 7,444 | 4.62% | 4.3% | 268 | +13,167 | 9.68% | Q1 2026 | Apr 21, 2026 |
| MAI Capital Management | History | Added to | 149,194 | 7,443 | 0.04% | 0.04% | 269 | +7,018 | 4.94% | Q1 2026 | May 15, 2026 |
| ForthRight Wealth Management, LLC | History | Added to | 149,183 | 7,442 | 2.11% | 2.08% | 270 | +5,096 | 3.54% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 148,744 | 7,421 | 0.06% | 0.06% | 271 | -60 | -0.04% | Q1 2026 | Apr 07, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 147,764 | 7,371 | 4.42% | 4.11% | 272 | +17,879 | 13.77% | Q1 2026 | Apr 27, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Reduced | 147,287 | 7,348 | 0.81% | 0.85% | 273 | -2,918 | -1.94% | Q1 2026 | May 14, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 147,252 | 7,346 | 2.26% | 2.23% | 274 | +454 | 0.31% | Q1 2026 | Apr 13, 2026 |
| Rochester Wealth Strategies, LLC | History | Added to | 147,198 | 7,343 | 4.45% | 4.22% | 275 | +13,442 | 10.05% | Q1 2026 | Apr 27, 2026 |
| Northern Lights Advisors, Inc. | History | Added to | 147,051 | 7,336 | 4.97% | 4.96% | 276 | +3,363 | 2.34% | Q1 2026 | Apr 21, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 145,660 | 7,267 | 0.07% | 0.07% | 277 | +27,595 | 23.37% | Q1 2026 | May 12, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 145,433 | 7,255 | 0.69% | 0.62% | 278 | +17,649 | 13.81% | Q1 2026 | Apr 09, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 144,914 | 7,229 | 1.53% | 1.54% | 279 | -377 | -0.26% | Q1 2026 | May 05, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 143,493 | 7,158 | 0.59% | 0.42% | 280 | +42,027 | 41.42% | Q1 2026 | May 06, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 142,374 | 7,103 | 1.19% | 1.1% | 281 | +12,932 | 9.99% | Q1 2026 | Apr 21, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 141,522 | 7,060 | 0.37% | 0.35% | 282 | -17,507 | -11.01% | Q1 2026 | Apr 28, 2026 |
| Stembrook Asset Management, LLC | History | Added to | 140,786 | 7,023 | 6.88% | 6.68% | 283 | +105 | 0.07% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 139,937 | 6,981 | 0.1% | 0.1% | 284 | +8,005 | 6.07% | Q1 2026 | May 13, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | Added to | 138,634 | 6,916 | 0.96% | 0.86% | 285 | +11,054 | 8.66% | Q1 2026 | May 07, 2026 |
| Schiavi & Co LLC | History | Added to | 137,397 | 6,854 | 2.04% | 2.14% | 286 | +4,857 | 3.66% | Q1 2026 | May 11, 2026 |
| Xena Financial Planning, LLC | History | Added to | 136,450 | 6,807 | 7.68% | 8.0% | 287 | +916 | 0.68% | Q1 2026 | Apr 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 136,372 | 6,803 | 0.3% | 0.27% | 288 | +18,903 | 16.09% | Q1 2026 | May 13, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 136,345 | 6,802 | 0.94% | 0.53% | 289 | +60,808 | 80.5% | Q1 2026 | Apr 21, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 135,112 | 6,740 | 1.85% | 1.89% | 290 | -5,865 | -4.16% | Q1 2026 | May 04, 2026 |
| Vested Financial Planning, LLC | History | Added to | 134,624 | 6,716 | 5.12% | 4.26% | 291 | +24,569 | 22.32% | Q1 2026 | Apr 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 133,002 | 6,635 | 0.1% | 0.05% | 292 | +83,475 | 168.54% | Q1 2026 | May 15, 2026 |
| Trinity Financial Advisors LLC | History | Reduced | 132,773 | 6,624 | 1.89% | 1.89% | 293 | -1,678 | -1.25% | Q1 2026 | Apr 07, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 132,371 | 6,603 | 1.71% | 1.65% | 294 | -1,369 | -1.02% | Q1 2026 | Apr 22, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 132,132 | 6,592 | 1.25% | 1.21% | 295 | +5,423 | 4.28% | Q1 2026 | Apr 09, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 131,186 | 6,544 | 0.95% | 0.85% | 296 | +11,135 | 9.28% | Q1 2026 | Apr 08, 2026 |
| STEPHENS INC /AR/ | History | Added to | 130,786 | 6,524 | 0.08% | 0.08% | 297 | +6,671 | 5.37% | Q1 2026 | Apr 28, 2026 |
| Glenview Trust Co | History | Added to | 130,595 | 6,515 | 0.1% | 0.06% | 298 | +49,039 | 60.13% | Q1 2026 | May 08, 2026 |
| DRAVO BAY LLC | History | Added to | 129,935 | 6,482 | 2.63% | 2.63% | 299 | +3,956 | 3.14% | Q1 2026 | May 07, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 129,507 | 6,461 | 0.29% | 0.15% | 300 | +60,056 | 86.47% | Q1 2026 | May 11, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 126,867 | 6,329 | 1.63% | 1.66% | 301 | +1,482 | 1.18% | Q1 2026 | Apr 09, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 125,777 | 6,275 | 0.13% | 0.11% | 302 | +16,094 | 14.67% | Q1 2026 | May 14, 2026 |
| High Falls Advisors, Inc | History | No change | 124,241 | 6,248 | 1.27% | 1.27% | 303 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Alaethes Wealth, LLC | History | Reduced | 124,295 | 6,201 | 1.77% | 1.79% | 304 | -1,839 | -1.46% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 122,420 | 6,156 | 0.11% | 0.11% | 305 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 121,435 | 6,058 | 0.28% | 0.46% | 306 | -88,831 | -42.25% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Added to | 120,742 | 6,023 | 0.12% | 0.13% | 307 | +6,734 | 5.91% | Q1 2026 | Apr 13, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 120,502 | 6,011 | 1.04% | 1.07% | 308 | +2,503 | 2.12% | Q1 2026 | Apr 08, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 115,490 | 5,761 | 0.63% | 0.67% | 309 | -8,963 | -7.2% | Q1 2026 | Apr 23, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 115,271 | 5,750 | 1.19% | 0.95% | 310 | +28,878 | 33.43% | Q1 2026 | May 12, 2026 |
| Stonebridge Capital Advisors LLC | History | Reduced | 114,900 | 5,732 | 0.4% | 0.42% | 311 | -4,257 | -3.57% | Q1 2026 | May 14, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Reduced | 114,862 | 5,730 | 3.8% | 3.91% | 312 | -592 | -0.51% | Q1 2026 | May 04, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 113,640 | 5,669 | 2.76% | 2.86% | 313 | -464 | -0.41% | Q1 2026 | May 05, 2026 |
| Capital Analysts, LLC | History | Added to | 113,522 | 5,663 | 0.15% | 0.01% | 314 | +108,263 | 2058.62% | Q1 2026 | May 14, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 112,614 | 5,618 | 0.36% | 0.32% | 315 | +11,527 | 11.4% | Q1 2026 | Apr 14, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 111,552 | 5,609 | 0.45% | 0.45% | 316 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Bowman & Co S.C. | History | No change | 110,795 | 5,571 | 2.35% | 2.35% | 317 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 111,371 | 5,556 | 0.08% | 0.05% | 318 | +51,490 | 85.99% | Q1 2026 | Apr 10, 2026 |
| Ascent Group, LLC | History | Reduced | 111,148 | 5,545 | 0.19% | 0.21% | 319 | -9,844 | -8.14% | Q1 2026 | May 15, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 108,408 | 5,408 | 0.56% | 0.56% | 320 | -1,813 | -1.64% | Q1 2026 | May 12, 2026 |
| Vannoy Advisory Group, Inc. | History | Added to | 107,589 | 5,367 | 3.4% | 3.32% | 321 | +3,460 | 3.32% | Q1 2026 | Apr 22, 2026 |
| Envision Financial LLC | History | Added to | 107,564 | 5,366 | 2.89% | 2.82% | 322 | +1,578 | 1.49% | Q1 2026 | Apr 16, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | New | 106,969 | 5,336 | 3.14% | — | 323 | +106,969 | New | Q1 2026 | May 13, 2026 |
| Edgestream Partners, L.P. | History | Added to | 106,921 | 5,334 | 0.18% | 0.14% | 324 | +11,315 | 11.84% | Q1 2026 | May 18, 2026 |
| K2 Financial Inc. | History | Added to | 105,702 | 5,330 | 3.88% | 3.99% | 325 | +3,517 | 3.44% | Q1 2026 | Apr 28, 2026 |
| Asset Management Group, Inc. | History | Added to | 106,364 | 5,306 | 0.86% | 0.11% | 326 | +92,896 | 689.75% | Q1 2026 | May 15, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Added to | 106,094 | 5,293 | 1.79% | 1.48% | 327 | +24,486 | 30.0% | Q1 2026 | Apr 23, 2026 |
| NewCorp Financial Services, Inc. | History | Added to | 105,626 | 5,269 | 4.57% | 4.41% | 329 | +6,583 | 6.65% | Q1 2026 | Apr 23, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 105,628 | 5,269 | 0.34% | 0.33% | 328 | +3,267 | 3.19% | Q1 2026 | Apr 17, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 105,289 | 5,252 | 2.06% | 1.88% | 330 | +13,344 | 14.51% | Q1 2026 | May 14, 2026 |
| Financial Planning Navigators CORP | History | Added to | 105,069 | 5,241 | 2.3% | 1.96% | 331 | +20,135 | 23.71% | Q1 2026 | Apr 21, 2026 |
| NWAM LLC | History | Reduced | 104,851 | 5,231 | 0.3% | 0.3% | 332 | -960 | -0.91% | Q1 2026 | May 04, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 104,005 | 5,188 | 1.3% | 1.37% | 333 | -1,189 | -1.13% | Q1 2026 | Apr 17, 2026 |
| Tilson Financial Group, Inc. | History | Reduced | 103,034 | 5,140 | 1.54% | 1.62% | 334 | -1,990 | -1.89% | Q1 2026 | Apr 29, 2026 |
| Sanchez Levi Garrett | History | New | 102,404 | 5,108 | 3.2% | — | 335 | +102,404 | New | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 102,101 | 5,093 | 0.03% | 0.02% | 336 | +12,361 | 13.77% | Q1 2026 | Apr 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 101,970 | 5,087 | 0.07% | 0.06% | 337 | +3,571 | 3.63% | Q1 2026 | Apr 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 101,815 | 5,079 | 0.0% | 0.0% | 338 | +101,794 | 484733.33% | Q1 2026 | May 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 100,939 | 5,076 | 0.09% | 0.16% | 339 | +33,621 | 49.94% | Q1 2026 | May 01, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 99,445 | 4,961 | 0.34% | 0.34% | 340 | +1,852 | 1.9% | Q1 2026 | Apr 21, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 98,855 | 4,931 | 0.02% | 0.02% | 341 | -7,127 | -6.72% | Q1 2026 | May 08, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 98,805 | 4,929 | 3.14% | 1.58% | 342 | +52,328 | 112.59% | Q1 2026 | Apr 27, 2026 |
| Shade Tree Advisors LLC | History | Reduced | 98,735 | 4,925 | 3.53% | 3.88% | 343 | -2,893 | -2.85% | Q1 2026 | May 12, 2026 |
| Bear Mountain Capital, Inc. | History | Reduced | 97,074 | 4,899 | 1.47% | 1.67% | 344 | -5,474 | -5.34% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 97,016 | 4,840 | 0.15% | 0.19% | 345 | -4,672 | -4.59% | Q1 2026 | May 15, 2026 |
| WealthCollab, LLC | History | Added to | 96,160 | 4,797 | 1.98% | 1.97% | 346 | +422 | 0.44% | Q1 2026 | May 13, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 95,998 | 4,789 | 0.63% | 0.68% | 347 | -12,575 | -11.58% | Q1 2026 | May 11, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 95,982 | 4,788 | 0.96% | 0.77% | 348 | +4,239 | 4.62% | Q1 2026 | Apr 22, 2026 |
| Advisory Services Network, LLC | History | Added to | 95,668 | 4,772 | 0.06% | 0.06% | 349 | +9,576 | 11.12% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 94,785 | 4,728 | 0.04% | 0.06% | 350 | -50,055 | -34.56% | Q1 2026 | May 14, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 94,040 | 4,691 | 2.43% | 2.13% | 351 | -4,258 | -4.33% | Q1 2026 | Apr 21, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 93,553 | 4,667 | 0.13% | 0.21% | 352 | -54,890 | -36.98% | Q1 2026 | May 04, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Reduced | 93,555 | 4,667 | 4.33% | 5.0% | 353 | -13,165 | -12.34% | Q1 2026 | Apr 24, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 92,341 | 4,606 | 1.5% | 1.08% | 354 | +28,124 | 43.8% | Q1 2026 | May 08, 2026 |
| Glassman Wealth Services | History | Reduced | 91,682 | 4,574 | 0.62% | 0.99% | 355 | -53,631 | -36.91% | Q1 2026 | May 04, 2026 |
| Asio Capital, LLC | History | Reduced | 91,680 | 4,573 | 0.64% | 0.68% | 356 | -3,475 | -3.65% | Q1 2026 | Apr 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 91,650 | 4,572 | 0.01% | — | 357 | +91,650 | New | Q1 2026 | May 12, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Reduced | 91,627 | 4,571 | 0.86% | 0.9% | 358 | -1,205 | -1.3% | Q1 2026 | May 07, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 91,489 | 4,564 | 1.15% | 1.03% | 359 | +11,195 | 13.94% | Q1 2026 | May 05, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 90,351 | 4,560 | 0.17% | 0.15% | 360 | +15,550 | 20.79% | Q1 2026 | Apr 24, 2026 |
| Finhabits Advisors LLC | History | Added to | 91,233 | 4,551 | 4.2% | 4.29% | 361 | +319 | 0.35% | Q1 2026 | May 06, 2026 |
| Equita Financial Network, Inc. | History | Added to | 91,087 | 4,544 | 1.43% | 1.13% | 362 | +16,615 | 22.31% | Q1 2026 | Apr 23, 2026 |
| JNBA Financial Advisors | History | Reduced | 90,994 | 4,539 | 0.38% | 0.43% | 363 | -6,575 | -6.74% | Q1 2026 | Apr 22, 2026 |
| First Affirmative Financial Network | History | New | 90,921 | 4,536 | 1.76% | — | 364 | +90,921 | New | Q1 2026 | May 11, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 90,867 | 4,533 | 0.1% | 0.1% | 365 | +4,587 | 5.32% | Q1 2026 | May 12, 2026 |
| Values Added Financial LLC | History | Added to | 90,715 | 4,525 | 1.9% | 1.39% | 366 | +25,084 | 38.22% | Q1 2026 | Apr 20, 2026 |
| Spire Wealth Management | History | Added to | 90,433 | 4,511 | 0.15% | 0.13% | 367 | +15,176 | 20.17% | Q1 2026 | Apr 22, 2026 |
| BTG Pactual Asset Management US LLC | History | Reduced | 90,255 | 4,502 | 0.39% | 0.45% | 368 | -4,307 | -4.55% | Q1 2026 | May 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 90,075 | 4,493 | 0.14% | 0.14% | 369 | +2,727 | 3.12% | Q1 2026 | Apr 27, 2026 |
| Elser Financial Planning, Inc | History | Added to | 89,699 | 4,478 | 0.22% | 2.58% | 370 | +18,790 | 26.5% | Q1 2026 | Apr 15, 2026 |
| Diversified Enterprises, LLC | History | Added to | 88,884 | 4,434 | 0.24% | 0.26% | 371 | +310 | 0.35% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Added to | 88,862 | 4,433 | 0.07% | 0.07% | 372 | +7,461 | 9.17% | Q1 2026 | Apr 27, 2026 |
| OLIO Financial Planning | History | Added to | 88,724 | 4,426 | 1.23% | 1.2% | 373 | +3,582 | 4.21% | Q1 2026 | Apr 14, 2026 |
| TD Capital Management LLC | History | Reduced | 88,654 | 4,422 | 0.4% | 0.4% | 374 | -1,292 | -1.44% | Q1 2026 | May 11, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 87,000 | 4,340 | 0.29% | 0.29% | 375 | +3,365 | 4.02% | Q1 2026 | May 12, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 86,670 | 4,323 | 0.15% | 0.15% | 376 | +1,982 | 2.34% | Q1 2026 | May 06, 2026 |
| RFG Advisory, LLC | History | Added to | 86,231 | 4,302 | 0.08% | 0.05% | 377 | +28,302 | 48.86% | Q1 2026 | Apr 17, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 86,063 | 4,293 | 2.06% | 2.0% | 378 | +7,571 | 9.65% | Q1 2026 | Apr 09, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 85,761 | 4,278 | 0.04% | 0.02% | 379 | +46,590 | 118.94% | Q1 2026 | May 13, 2026 |
| Wrenne Financial Planning LLC | History | Reduced | 84,455 | 4,213 | 1.65% | 1.73% | 380 | -49 | -0.06% | Q1 2026 | May 14, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 83,567 | 4,169 | 0.94% | 0.96% | 381 | -2,466 | -2.87% | Q1 2026 | Apr 22, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 83,493 | 4,165 | 1.96% | 1.96% | 382 | -2,522 | -2.93% | Q1 2026 | May 08, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 83,338 | 4,157 | 0.6% | 0.58% | 383 | +3,085 | 3.84% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 83,296 | 4,156 | 0.01% | 0.01% | 384 | +29,184 | 53.93% | Q1 2026 | Apr 22, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 82,875 | 4,134 | 1.29% | 1.32% | 385 | -4,344 | -4.98% | Q1 2026 | Apr 17, 2026 |
| VICUS CAPITAL | History | Added to | 82,697 | 4,125 | 0.3% | 0.31% | 386 | +1,006 | 1.23% | Q1 2026 | Apr 22, 2026 |
| FINANCIAL LIFE ADVISORS | History | Added to | 82,017 | 4,091 | 1.27% | 1.24% | 387 | +2,264 | 2.84% | Q1 2026 | Apr 29, 2026 |
| American Investment Services, Inc. | History | Reduced | 81,673 | 4,074 | 0.91% | 0.97% | 388 | -1,068 | -1.29% | Q1 2026 | May 13, 2026 |
| Engineers Gate Manager LP | History | New | 81,601 | 4,071 | 0.05% | — | 389 | +81,601 | New | Q1 2026 | May 15, 2026 |
| Hassell Wealth Management, LLC | History | Added to | 80,866 | 4,034 | 1.35% | 1.37% | 390 | +85 | 0.11% | Q1 2026 | Apr 30, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 80,730 | 4,027 | 0.06% | 0.07% | 391 | +1,530 | 1.93% | Q1 2026 | Jun 23, 2026 |
| Savvy Advisors, Inc. | History | Added to | 80,123 | 3,997 | 0.11% | 0.11% | 392 | +13,601 | 20.45% | Q1 2026 | May 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 79,985 | 3,990 | 0.24% | 0.22% | 393 | +11,176 | 16.24% | Q1 2026 | Apr 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 79,953 | 3,990 | 0.07% | 0.07% | 394 | +8,424 | 11.78% | Q1 2026 | May 14, 2026 |
| Compass Advisory Group LLC | History | Reduced | 78,912 | 3,936 | 1.05% | 1.1% | 395 | -1,820 | -2.25% | Q1 2026 | Apr 21, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 78,274 | 3,936 | 1.19% | 1.19% | 396 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 78,399 | 3,911 | 0.44% | 0.41% | 397 | +6,627 | 9.23% | Q1 2026 | Apr 10, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 78,066 | 3,894 | 1.49% | 1.42% | 398 | +4,934 | 6.75% | Q1 2026 | Apr 22, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 77,439 | 3,863 | 1.15% | 1.12% | 399 | +3,342 | 4.51% | Q1 2026 | May 06, 2026 |
| McAdam, LLC | History | Reduced | 77,130 | 3,848 | 0.17% | 0.18% | 400 | -2,378 | -2.99% | Q1 2026 | May 08, 2026 |
| BESSEMER GROUP INC | History | Reduced | 77,113 | 3,847 | 0.01% | 0.01% | 401 | -3,652 | -4.52% | Q1 2026 | May 06, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 76,444 | 3,813 | 0.09% | 0.08% | 402 | +5,083 | 7.12% | Q1 2026 | May 08, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 75,951 | 3,789 | 1.25% | 1.97% | 403 | -2,251 | -2.88% | Q1 2026 | Apr 20, 2026 |
| Invst, LLC | History | Reduced | 75,805 | 3,781 | 0.43% | 0.55% | 404 | -25,096 | -24.87% | Q1 2026 | May 13, 2026 |
| Mason & Associates, LLC | History | Added to | 75,648 | 3,774 | 0.86% | 0.8% | 405 | +5,959 | 8.55% | Q1 2026 | Apr 21, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 75,446 | 3,763 | 1.51% | 1.55% | 406 | -153 | -0.2% | Q1 2026 | Apr 23, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 75,100 | 3,746 | 0.07% | 0.08% | 407 | -8,272 | -9.92% | Q1 2026 | Apr 14, 2026 |
| Simplicity Wealth,LLC | History | Added to | 75,049 | 3,744 | 0.21% | 0.18% | 408 | +15,851 | 26.78% | Q1 2026 | Apr 30, 2026 |
| UMB Bank, n.a. | History | Reduced | 74,929 | 3,738 | 0.05% | 0.06% | 409 | -13,082 | -14.86% | Q1 2026 | May 11, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 74,919 | 3,737 | 0.37% | 0.36% | 410 | +1,644 | 2.24% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 74,042 | 3,693 | 0.01% | 0.01% | 411 | -7,614 | -9.32% | Q1 2026 | May 08, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 72,941 | 3,678 | 0.08% | 0.08% | 412 | +6,393 | 9.61% | Q1 2026 | May 04, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 73,330 | 3,658 | 0.32% | 0.28% | 413 | +8,037 | 12.31% | Q1 2026 | May 07, 2026 |
| BURNEY CO/ | History | Added to | 72,944 | 3,639 | 0.11% | 0.09% | 414 | +12,432 | 20.54% | Q1 2026 | Apr 29, 2026 |
| Capital Investment Services of America, Inc. | History | Reduced | 72,725 | 3,628 | 0.38% | 0.37% | 415 | -6,000 | -7.62% | Q1 2026 | Apr 27, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 72,710 | 3,627 | 1.19% | 1.09% | 416 | -7,957 | -9.86% | Q1 2026 | Apr 15, 2026 |
| High Probability Advisors, LLC | History | Reduced | 72,251 | 3,604 | 0.46% | 0.52% | 417 | -5,442 | -7.0% | Q1 2026 | Apr 10, 2026 |
| Traction Financial Partners, LLC | History | Reduced | 71,472 | 3,565 | 2.19% | 2.36% | 418 | -7,793 | -9.83% | Q1 2026 | May 14, 2026 |
| FULTON BANK, N.A. | History | Added to | 71,349 | 3,559 | 0.13% | 0.11% | 419 | +8,937 | 14.32% | Q1 2026 | Apr 24, 2026 |
| Stokes Family Office, LLC | History | Reduced | 70,792 | 3,531 | 0.36% | 0.5% | 420 | -38,074 | -34.97% | Q1 2026 | May 11, 2026 |
| Fisher Asset Management, LLC | History | Added to | 70,545 | 3,519 | 0.0% | 0.0% | 421 | +15,198 | 27.46% | Q1 2026 | May 05, 2026 |
| Dakota Wealth Management | History | Added to | 69,999 | 3,492 | 0.08% | 0.06% | 422 | +970 | 1.41% | Q1 2026 | May 07, 2026 |
| Cresset Asset Management, LLC | History | Added to | 69,278 | 3,456 | 0.01% | 0.01% | 423 | +13,977 | 25.27% | Q1 2026 | May 15, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 68,839 | 3,434 | 0.19% | 0.23% | 424 | -16,238 | -19.09% | Q1 2026 | May 01, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 68,612 | 3,423 | 0.31% | 0.32% | 425 | +27 | 0.04% | Q1 2026 | May 14, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 68,472 | 3,416 | 0.1% | 0.08% | 426 | +13,067 | 23.58% | Q1 2026 | Apr 14, 2026 |
| Opes Wealth Management LLC | History | Added to | 68,457 | 3,415 | 0.56% | 0.5% | 427 | +7,410 | 12.14% | Q1 2026 | Apr 28, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 67,796 | 3,382 | 1.93% | 1.64% | 428 | -1,285 | -1.86% | Q1 2026 | Apr 14, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 67,631 | 3,374 | 1.19% | 1.49% | 430 | -11,793 | -14.85% | Q1 2026 | May 11, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 67,634 | 3,374 | 0.05% | 0.04% | 429 | +6,924 | 11.41% | Q1 2026 | May 12, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 67,092 | 3,347 | 0.93% | 1.04% | 431 | +1,712 | 2.62% | Q1 2026 | Apr 09, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 67,057 | 3,345 | 0.07% | 0.07% | 432 | -4,106 | -5.77% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 67,066 | 3,345 | 0.17% | 0.17% | 433 | +1,106 | 1.68% | Q1 2026 | Apr 23, 2026 |
| Rede Wealth, LLC | History | Reduced | 66,928 | 3,339 | 1.2% | 1.18% | 434 | -390 | -0.58% | Q1 2026 | Apr 10, 2026 |
| CHRISTINE MESSMER PC | History | Reduced | 66,836 | 3,334 | 2.13% | 2.24% | 436 | -1,433 | -2.1% | Q1 2026 | Apr 21, 2026 |
| MOTIVE WEALTH ADVISORS | History | Added to | 66,840 | 3,334 | 1.57% | 1.4% | 435 | +1,286 | 1.96% | Q1 2026 | Apr 14, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 66,795 | 3,332 | 0.39% | 0.37% | 437 | +638 | 0.96% | Q1 2026 | May 11, 2026 |
| Sellwood Investment Partners LLC | History | Added to | 66,717 | 3,328 | 1.31% | 1.3% | 438 | +403 | 0.61% | Q1 2026 | Apr 23, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 66,579 | 3,321 | 0.27% | 0.3% | 439 | -400 | -0.6% | Q1 2026 | May 05, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 66,436 | 3,314 | 0.11% | 0.11% | 440 | -40 | -0.06% | Q1 2026 | Apr 22, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 66,239 | 3,302 | 0.02% | 0.02% | 441 | +3,942 | 6.33% | Q1 2026 | May 15, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 65,530 | 3,269 | 0.55% | 0.54% | 442 | -436 | -0.66% | Q1 2026 | Apr 29, 2026 |
| LPWM LLC | History | Reduced | 65,483 | 3,266 | 0.82% | 0.85% | 443 | -1,434 | -2.14% | Q1 2026 | Apr 08, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 64,993 | 3,242 | 0.4% | 0.21% | 444 | +31,950 | 96.69% | Q1 2026 | May 14, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 64,949 | 3,240 | 0.5% | 0.53% | 445 | +91 | 0.14% | Q1 2026 | May 07, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 64,823 | 3,234 | 0.48% | 0.45% | 446 | +2,938 | 4.75% | Q1 2026 | Apr 24, 2026 |
| Blume Capital Management, Inc. | History | No change | 64,600 | 3,222 | 0.55% | 0.59% | 447 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 64,104 | 3,198 | 1.33% | 1.35% | 448 | +142 | 0.22% | Q1 2026 | Apr 07, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 63,327 | 3,196 | 0.9% | 0.92% | 449 | +7,664 | 13.77% | Q1 2026 | Apr 27, 2026 |
| TRB Wealth Management, LLC | History | New | 63,938 | 3,189 | 0.45% | — | 450 | +63,938 | New | Q1 2026 | May 14, 2026 |
| MONEYWISE, INC. | History | Reduced | 63,902 | 3,188 | 1.39% | 1.54% | 451 | -9,529 | -12.98% | Q1 2026 | Apr 27, 2026 |
| Sincerus Advisory, LLC | History | Added to | 63,574 | 3,171 | 2.4% | 2.38% | 452 | +4,796 | 8.16% | Q1 2026 | Apr 06, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 62,913 | 3,165 | 0.06% | 0.06% | 453 | -64 | -0.1% | Q1 2026 | May 15, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 63,402 | 3,163 | 1.29% | 1.3% | 454 | -133 | -0.21% | Q1 2026 | May 06, 2026 |
| Timonier Family Office, LTD. | History | No change | 62,174 | 3,126 | 0.99% | 0.99% | 455 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 62,395 | 3,112 | 0.08% | 0.08% | 456 | +1,318 | 2.16% | Q1 2026 | Apr 29, 2026 |
| Eaton-Cambridge Inc. | History | Added to | 62,311 | 3,108 | 0.97% | 0.82% | 458 | +12,665 | 25.51% | Q1 2026 | May 06, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 62,306 | 3,108 | 1.45% | 1.3% | 457 | +7,716 | 14.13% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 62,204 | 3,103 | 0.01% | 0.0% | 459 | +23,536 | 60.87% | Q1 2026 | May 15, 2026 |
| Brewster Financial Planning LLC | History | Added to | 62,210 | 3,103 | 1.88% | 1.73% | 460 | +6,318 | 11.3% | Q1 2026 | May 04, 2026 |
| BAILARD, INC. | History | Reduced | 61,856 | 3,085 | 0.07% | 0.07% | 461 | -5,469 | -8.12% | Q1 2026 | May 11, 2026 |
| PLANWISER FINANCIAL, LLC | History | Added to | 60,578 | 3,044 | 2.2% | 2.28% | 462 | +326 | 0.54% | Q1 2026 | May 12, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 60,586 | 3,022 | 0.9% | 0.85% | 463 | +4,478 | 7.98% | Q1 2026 | May 05, 2026 |
| RiverGlades Family Offices LLC | History | New | 60,464 | 3,016 | 1.77% | — | 464 | +60,464 | New | Q1 2026 | May 13, 2026 |
| Csenge Advisory Group | History | Added to | 60,069 | 2,996 | 0.14% | 0.12% | 465 | +5,449 | 9.98% | Q1 2026 | Apr 30, 2026 |
| CONQUIS FINANCIAL LLC | History | Added to | 59,309 | 2,992 | 2.48% | 2.45% | 466 | +2,755 | 4.87% | Q1 2026 | May 07, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 59,678 | 2,977 | 1.23% | 1.23% | 467 | +80 | 0.13% | Q1 2026 | Apr 08, 2026 |
| Trust Co | History | Added to | 59,606 | 2,973 | 0.28% | 0.28% | 468 | +175 | 0.29% | Q1 2026 | Apr 13, 2026 |
| STEPH & CO | History | Reduced | 59,500 | 2,968 | 0.85% | 0.99% | 469 | -8,560 | -12.58% | Q1 2026 | Apr 17, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 58,482 | 2,917 | 0.21% | 0.21% | 470 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 58,444 | 2,915 | 0.61% | 0.61% | 471 | +538 | 0.93% | Q1 2026 | Apr 13, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 58,297 | 2,908 | 0.38% | 0.37% | 472 | +5,500 | 10.42% | Q1 2026 | May 12, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 57,705 | 2,901 | 0.22% | 0.22% | 473 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 57,901 | 2,888 | 0.08% | 0.07% | 474 | +6,075 | 11.72% | Q1 2026 | Apr 28, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 57,842 | 2,885 | 0.11% | 0.11% | 475 | +3,886 | 7.2% | Q1 2026 | Apr 13, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 57,680 | 2,877 | 1.06% | 0.99% | 476 | +3,355 | 6.18% | Q1 2026 | Apr 30, 2026 |
| IHT Wealth Management, LLC | History | Added to | 57,311 | 2,859 | 0.07% | 0.07% | 477 | +126 | 0.22% | Q1 2026 | May 15, 2026 |
| Steele Capital Management, Inc. | History | Added to | 57,116 | 2,849 | 0.12% | 0.12% | 478 | +861 | 1.53% | Q1 2026 | Apr 29, 2026 |
| Great Waters Wealth Management | History | Added to | 57,099 | 2,848 | 0.3% | 0.31% | 479 | +1,395 | 2.5% | Q1 2026 | Apr 17, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 56,463 | 2,816 | 0.23% | 0.25% | 480 | -6,066 | -9.7% | Q1 2026 | May 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 55,705 | 2,779 | 0.09% | 0.07% | 481 | +10,370 | 22.87% | Q1 2026 | May 11, 2026 |
| HOWE & RUSLING INC | History | Added to | 55,621 | 2,774 | 0.18% | 0.07% | 482 | +34,425 | 162.41% | Q1 2026 | Apr 28, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 55,575 | 2,772 | 0.15% | 0.19% | 483 | -16,658 | -23.06% | Q1 2026 | May 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 55,254 | 2,756 | 0.02% | 0.02% | 484 | +2,376 | 4.49% | Q1 2026 | May 12, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 55,142 | 2,751 | 0.25% | 0.37% | 485 | -8,378 | -13.19% | Q1 2026 | May 12, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 55,048 | 2,746 | 2.16% | 1.86% | 486 | +10,328 | 23.09% | Q1 2026 | May 05, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 54,789 | 2,733 | 1.76% | 1.57% | 487 | +8,052 | 17.23% | Q1 2026 | May 12, 2026 |
| Financial Plan, Inc. | History | Added to | 54,778 | 2,732 | 0.29% | 0.31% | 488 | +1,550 | 2.91% | Q1 2026 | Apr 24, 2026 |
| VestGen Advisors, LLC | History | Reduced | 54,127 | 2,712 | 0.07% | 0.12% | 489 | -406 | -0.74% | Q1 2026 | May 14, 2026 |
| Archer Investment Management, LLC | History | Added to | 54,302 | 2,709 | 1.14% | 0.23% | 490 | +45,833 | 541.19% | Q1 2026 | Apr 08, 2026 |
| HighPoint Advisor Group LLC | History | New | 54,008 | 2,694 | 0.11% | — | 491 | +54,008 | New | Q1 2026 | May 14, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Reduced | 53,972 | 2,692 | 0.36% | 0.42% | 492 | -18 | -0.03% | Q1 2026 | Apr 08, 2026 |
| Paragon Capital Management Ltd | History | Added to | 53,535 | 2,670 | 0.56% | 0.53% | 493 | +166 | 0.31% | Q1 2026 | Apr 15, 2026 |
| Claro Advisors Inc. | History | Added to | 53,099 | 2,649 | 0.32% | 0.36% | 494 | +1,024 | 1.97% | Q1 2026 | Apr 21, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 53,065 | 2,647 | 0.38% | 0.38% | 495 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| United Advisor Group, LLC | History | Added to | 52,724 | 2,630 | 0.32% | 0.26% | 496 | +10,730 | 25.55% | Q1 2026 | Apr 17, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 52,082 | 2,628 | 0.44% | 0.43% | 497 | +4,582 | 9.65% | Q1 2026 | May 08, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Added to | 52,448 | 2,616 | 0.82% | 0.8% | 498 | +994 | 1.93% | Q1 2026 | Apr 06, 2026 |
| GW&K Investment Management, LLC | History | Added to | 52,266 | 2,608 | 0.02% | 0.02% | 499 | +6,986 | 15.43% | Q1 2026 | May 13, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 51,854 | 2,605 | 0.26% | 0.31% | 500 | +5,514 | 11.9% | Q1 2026 | May 12, 2026 |
| CGN Advisors LLC | History | Reduced | 52,151 | 2,601 | 0.21% | 0.22% | 501 | -2,120 | -3.91% | Q1 2026 | Apr 13, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 51,641 | 2,576 | 0.18% | 0.2% | 502 | -2,968 | -5.44% | Q1 2026 | Apr 29, 2026 |
| Steelhead Wealth Management LLC | History | New | 51,540 | 2,571 | 1.3% | — | 503 | +51,540 | New | Q1 2026 | Jun 15, 2026 |
| TPG Advisors LLC | History | Added to | 51,388 | 2,563 | 1.6% | 1.52% | 504 | +2,742 | 5.64% | Q1 2026 | Apr 22, 2026 |
| FDx Advisors, Inc. | History | Reduced | 51,071 | 2,548 | 0.81% | 1.37% | 505 | -2,515 | -4.69% | Q1 2026 | May 01, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 50,480 | 2,518 | 0.39% | 0.25% | 506 | +15,471 | 44.19% | Q1 2026 | May 06, 2026 |
| THEORY FINANCIAL LLC | History | No change | 50,438 | 2,516 | 0.88% | 0.86% | 507 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 50,253 | 2,507 | 0.99% | 0.99% | 508 | -344 | -0.68% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Reduced | 50,152 | 2,502 | 0.03% | 0.04% | 509 | -25,777 | -33.95% | Q1 2026 | May 05, 2026 |
| May Hill Capital, LLC | History | Added to | 50,038 | 2,496 | 0.63% | 0.65% | 510 | +2,070 | 4.32% | Q1 2026 | May 06, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 49,601 | 2,474 | 0.08% | 0.08% | 511 | +667 | 1.36% | Q1 2026 | Apr 08, 2026 |
| SlateStone Wealth, LLC | History | Added to | 49,482 | 2,469 | 0.2% | 0.21% | 512 | +23 | 0.05% | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 48,856 | 2,437 | 0.05% | 0.05% | 513 | -91 | -0.19% | Q1 2026 | May 12, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Added to | 48,788 | 2,434 | 0.82% | 0.73% | 514 | +4,700 | 10.66% | Q1 2026 | Apr 14, 2026 |
| Detalus Advisors, LLC | History | Reduced | 48,628 | 2,426 | 0.55% | 0.6% | 515 | -274 | -0.56% | Q1 2026 | Apr 22, 2026 |
| Sunesis Advisors, LLC | History | Reduced | 48,599 | 2,424 | 1.1% | 1.15% | 516 | -1,847 | -3.66% | Q1 2026 | May 14, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 48,547 | 2,422 | 0.58% | 0.45% | 517 | +14,420 | 42.25% | Q1 2026 | Apr 24, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 48,533 | 2,421 | 0.95% | 0.86% | 518 | +6,460 | 15.35% | Q1 2026 | Apr 17, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 48,129 | 2,401 | 0.18% | 0.17% | 519 | +1,806 | 3.9% | Q1 2026 | Apr 20, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 47,730 | 2,381 | 0.79% | 0.72% | 521 | +10,235 | 27.3% | Q1 2026 | Apr 23, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 47,729 | 2,381 | 0.14% | 0.15% | 520 | -1,401 | -2.85% | Q1 2026 | Apr 23, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 47,246 | 2,357 | 0.07% | 0.08% | 522 | -624 | -1.3% | Q1 2026 | May 05, 2026 |
| Midwest Trust Co | History | Added to | 47,003 | 2,344 | 0.03% | 0.03% | 523 | +2,109 | 4.7% | Q1 2026 | May 01, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 46,827 | 2,336 | 0.38% | 0.27% | 524 | +13,758 | 41.6% | Q1 2026 | Apr 22, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 46,795 | 2,334 | 0.25% | 0.2% | 525 | +9,635 | 25.93% | Q1 2026 | May 12, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 46,741 | 2,331 | 0.2% | — | 526 | +46,741 | New | Q1 2026 | May 06, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 46,481 | 2,318 | 0.46% | 0.47% | 527 | +2,162 | 4.88% | Q1 2026 | Apr 14, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 46,272 | 2,308 | 0.54% | 0.49% | 528 | +3,955 | 9.35% | Q1 2026 | Apr 17, 2026 |
| Enclave Advisors LLC | History | Added to | 45,905 | 2,290 | 0.31% | 0.32% | 529 | +1,372 | 3.08% | Q1 2026 | Apr 13, 2026 |
| Truepoint, Inc. | History | No change | 45,804 | 2,285 | 0.05% | 0.05% | 530 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Added to | 45,720 | 2,280 | 0.27% | 0.26% | 532 | +1,904 | 4.35% | Q1 2026 | May 04, 2026 |
| Liberty Capital Management, Inc. | History | No change | 45,346 | 2,280 | 0.42% | 0.42% | 531 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Added to | 45,543 | 2,272 | 1.86% | 1.82% | 533 | +5,626 | 14.09% | Q1 2026 | May 05, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 45,530 | 2,271 | 0.06% | 0.06% | 534 | -4,291 | -8.61% | Q1 2026 | May 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 45,458 | 2,267 | 0.09% | 0.07% | 535 | +7,726 | 20.48% | Q1 2026 | May 12, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 45,404 | 2,265 | 0.25% | 0.25% | 536 | -868 | -1.88% | Q1 2026 | May 05, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 45,266 | 2,258 | 0.29% | 0.34% | 537 | -6,477 | -12.52% | Q1 2026 | Apr 23, 2026 |
| Mullooly Asset Management, Inc. | History | Added to | 45,199 | 2,254 | 0.83% | 0.83% | 538 | +10 | 0.02% | Q1 2026 | May 07, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 44,774 | 2,233 | 0.43% | 0.45% | 539 | +661 | 1.5% | Q1 2026 | Apr 21, 2026 |
| Snider Financial Group | History | Added to | 44,668 | 2,228 | 0.67% | 0.53% | 540 | +4,763 | 11.94% | Q1 2026 | Apr 15, 2026 |
| Glassy Mountain Advisors, Inc. | History | Added to | 44,439 | 2,217 | 0.69% | 0.64% | 541 | +2,263 | 5.37% | Q1 2026 | May 08, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 44,382 | 2,214 | 1.49% | 1.48% | 542 | +5,292 | 13.54% | Q1 2026 | Apr 16, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 44,356 | 2,212 | 0.66% | 0.65% | 543 | +2,820 | 6.79% | Q1 2026 | Apr 06, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 44,216 | 2,205 | 0.43% | 0.5% | 544 | -8,374 | -15.92% | Q1 2026 | May 13, 2026 |
| Coastline Trust Co | History | Reduced | 44,147 | 2,202 | 0.22% | 0.6% | 545 | -82,065 | -65.02% | Q1 2026 | Apr 03, 2026 |
| Plum Street Advisors, LLC | History | Added to | 43,957 | 2,193 | 0.76% | 0.77% | 546 | +772 | 1.79% | Q1 2026 | May 14, 2026 |
| Leeward Financial Partners, LLC | History | Added to | 43,683 | 2,179 | 0.65% | 0.61% | 547 | +850 | 1.98% | Q1 2026 | Apr 20, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 43,599 | 2,175 | 0.37% | 0.37% | 548 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CULBERTSON A N & CO INC | History | Added to | 42,940 | 2,142 | 0.28% | 0.26% | 549 | +4,740 | 12.41% | Q1 2026 | May 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 42,727 | 2,132 | 0.06% | 0.05% | 550 | +9,438 | 28.35% | Q1 2026 | Apr 21, 2026 |
| Manuka Financial, LLC | History | No change | 42,299 | 2,110 | 1.3% | 1.32% | 551 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 42,282 | 2,109 | 0.47% | 0.49% | 552 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 42,257 | 2,108 | 0.39% | 0.37% | 553 | +3,512 | 9.06% | Q1 2026 | Apr 28, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 42,236 | 2,107 | 0.02% | 0.03% | 554 | -5,245 | -11.05% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 41,998 | 2,095 | 0.03% | 0.02% | 556 | +19,794 | 89.15% | Q1 2026 | May 18, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 41,999 | 2,095 | 0.03% | 0.05% | 555 | -19,123 | -31.29% | Q1 2026 | Apr 22, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 41,985 | 2,094 | 0.15% | 0.14% | 557 | -2,527 | -5.68% | Q1 2026 | Apr 16, 2026 |
| Golden Bell Financial Planning LLC | History | Reduced | 41,680 | 2,079 | 1.66% | 1.77% | 558 | -714 | -1.68% | Q1 2026 | May 05, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 41,332 | 2,078 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 41,445 | 2,067 | 0.05% | 0.05% | 560 | -799 | -1.89% | Q1 2026 | May 15, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | Added to | 41,204 | 2,055 | 2.21% | 0.3% | 561 | +35,558 | 629.79% | Q1 2026 | Apr 20, 2026 |
| Meridian Wealth Partners, LLC | History | No change | 41,165 | 2,053 | 0.28% | 0.29% | 562 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Argos Wealth Advisors, LLC | History | Reduced | 40,908 | 2,040 | 0.59% | 0.58% | 563 | -2,044 | -4.76% | Q1 2026 | Apr 27, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 40,837 | 2,037 | 0.11% | — | 564 | +40,837 | New | Q1 2026 | Apr 13, 2026 |
| Apeiron RIA LLC | History | Added to | 40,701 | 2,030 | 0.47% | 0.41% | 565 | +606 | 1.51% | Q1 2026 | Apr 27, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 40,142 | 2,002 | 0.28% | 0.28% | 566 | -101 | -0.25% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Reduced | 39,831 | 1,987 | 0.01% | 0.01% | 567 | -8,782 | -18.07% | Q1 2026 | May 11, 2026 |
| SP Asset Management LLC | History | Reduced | 39,720 | 1,981 | 0.17% | 0.22% | 569 | -15,515 | -28.09% | Q1 2026 | May 06, 2026 |
| Forum Private Client Group LLC | History | Added to | 39,713 | 1,981 | 0.66% | 0.6% | 568 | +4,772 | 13.66% | Q1 2026 | May 13, 2026 |
| Centerline Wealth Advisors, LLC | History | New | 39,479 | 1,969 | 0.71% | — | 570 | +39,479 | New | Q1 2026 | Apr 14, 2026 |
| S.A. Mason LLC | History | Added to | 39,330 | 1,962 | 0.74% | 0.27% | 571 | +25,850 | 191.77% | Q1 2026 | Apr 27, 2026 |
| Sepio Capital, LP | History | Reduced | 39,070 | 1,949 | 0.11% | 0.13% | 572 | -6,621 | -14.49% | Q1 2026 | May 13, 2026 |
| Miller Capital Partners, Inc. | History | Added to | 38,935 | 1,942 | 0.93% | 0.98% | 573 | +300 | 0.78% | Q1 2026 | May 14, 2026 |
| Mill Capital Management, LLC | History | Added to | 38,477 | 1,919 | 0.15% | 0.09% | 574 | +12,919 | 50.55% | Q1 2026 | May 04, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 38,368 | 1,914 | 0.15% | 0.06% | 575 | +22,032 | 134.87% | Q1 2026 | Apr 08, 2026 |
| Zhang Financial LLC | History | Added to | 38,373 | 1,914 | 0.07% | 0.06% | 576 | +5,856 | 18.01% | Q1 2026 | May 06, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 38,374 | 1,914 | 0.73% | 0.86% | 577 | +3,142 | 8.92% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 38,282 | 1,909 | 0.49% | 0.42% | 578 | +7,275 | 23.46% | Q1 2026 | Apr 29, 2026 |
| Align Financial, LLC | History | Reduced | 38,200 | 1,905 | 1.08% | 1.11% | 579 | -1,882,878 | -98.01% | Q1 2026 | May 08, 2026 |
| Argent Trust Co | History | Added to | 37,871 | 1,889 | 0.06% | 0.03% | 580 | +20,093 | 113.02% | Q1 2026 | May 13, 2026 |
| Red Tortoise LLC | History | Reduced | 37,874 | 1,889 | 0.79% | 0.83% | 581 | -1,144 | -2.93% | Q1 2026 | Apr 21, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 37,562 | 1,873 | 0.26% | 0.26% | 582 | +1,876 | 5.26% | Q1 2026 | Apr 29, 2026 |
| DeLarme Wealth Management, Inc. | History | Added to | 37,507 | 1,871 | 1.21% | 1.17% | 583 | +4,792 | 14.65% | Q1 2026 | Apr 23, 2026 |
| TSG Advice Partners, LLC | History | Added to | 37,372 | 1,864 | 0.28% | 0.29% | 584 | +114 | 0.31% | Q1 2026 | Apr 24, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 37,123 | 1,860 | 0.02% | 0.02% | 585 | +131 | 0.35% | Q1 2026 | May 06, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 37,126 | 1,852 | 0.73% | 0.72% | 586 | +725 | 1.99% | Q1 2026 | May 04, 2026 |
| McIlrath & Eck, LLC | History | Added to | 37,098 | 1,850 | 0.14% | 0.16% | 587 | +1,847 | 5.24% | Q1 2026 | May 19, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 37,013 | 1,846 | 0.16% | 0.16% | 588 | +254 | 0.69% | Q1 2026 | Apr 30, 2026 |
| SwitchPoint Financial Planning, LLC | History | Added to | 36,900 | 1,840 | 1.25% | 1.29% | 589 | +223 | 0.61% | Q1 2026 | Apr 29, 2026 |
| GEN Financial Management, INC. | History | Reduced | 36,619 | 1,826 | 1.13% | 1.29% | 590 | -4,223 | -10.34% | Q1 2026 | Apr 16, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 36,560 | 1,824 | 0.38% | 0.43% | 591 | -2,130 | -5.51% | Q1 2026 | Apr 15, 2026 |
| Allen Capital Group, LLC | History | Added to | 36,556 | 1,823 | 0.16% | 0.14% | 592 | +5,791 | 18.82% | Q1 2026 | May 27, 2026 |
| Busey Bank | History | Added to | 36,496 | 1,820 | 0.05% | 0.05% | 593 | +1,469 | 4.19% | Q1 2026 | Apr 28, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 36,336 | 1,812 | 0.27% | 0.25% | 594 | +2,962 | 8.88% | Q1 2026 | Apr 29, 2026 |
| Twele Capital Management, Inc. | History | Added to | 36,266 | 1,809 | 0.32% | 0.32% | 595 | +897 | 2.54% | Q1 2026 | Apr 07, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 36,017 | 1,796 | 0.0% | 0.01% | 596 | -1,612,723 | -97.82% | Q1 2026 | May 12, 2026 |
| GSG Advisors LLC | History | Added to | 35,872 | 1,789 | 0.46% | 0.46% | 597 | +141 | 0.39% | Q1 2026 | May 13, 2026 |
| Navalign, LLC | History | Added to | 35,720 | 1,782 | 0.45% | 0.43% | 598 | +1,231 | 3.57% | Q1 2026 | Apr 29, 2026 |
| Note Advisors, LLC | History | Reduced | 35,494 | 1,770 | 0.88% | 0.93% | 599 | -433 | -1.21% | Q1 2026 | May 15, 2026 |
| Financial Architects, LLC | History | Added to | 35,160 | 1,754 | 0.93% | 0.86% | 600 | +3,480 | 10.98% | Q1 2026 | Apr 21, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 35,211 | 1,752 | 0.05% | 0.05% | 601 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 35,086 | 1,750 | 0.45% | 0.52% | 602 | -1,402 | -3.84% | Q1 2026 | Apr 06, 2026 |
| Evansbrook LLC | History | Reduced | 34,960 | 1,744 | 1.16% | 1.19% | 603 | -400 | -1.13% | Q1 2026 | Jun 04, 2026 |
| Meredith Wealth Planning | History | Added to | 34,948 | 1,743 | 0.47% | 0.51% | 604 | +1,150 | 3.4% | Q1 2026 | Apr 27, 2026 |
| Pacific Point Advisors, LLC | History | Reduced | 34,678 | 1,730 | 0.91% | 1.37% | 605 | -16,032 | -31.62% | Q1 2026 | May 04, 2026 |
| HB Wealth Management, LLC | History | Added to | 34,631 | 1,727 | 0.01% | 0.01% | 606 | +4,562 | 15.17% | Q1 2026 | Apr 27, 2026 |
| Mutual Advisors, LLC | History | Added to | 34,462 | 1,719 | 0.04% | 0.04% | 607 | +1,955 | 6.01% | Q1 2026 | May 01, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 34,432 | 1,717 | 0.12% | 0.13% | 608 | -2,811 | -7.55% | Q1 2026 | May 12, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 34,406 | 1,716 | 0.17% | 0.14% | 609 | +6,125 | 21.66% | Q1 2026 | Apr 30, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 34,257 | 1,709 | 0.01% | 0.11% | 610 | -602,341 | -94.62% | Q1 2026 | Apr 29, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 33,898 | 1,704 | 0.79% | 0.79% | 611 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 34,090 | 1,700 | 0.1% | 0.07% | 612 | +9,728 | 39.93% | Q1 2026 | May 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 33,915 | 1,692 | 0.11% | 0.11% | 613 | +358 | 1.07% | Q1 2026 | Apr 10, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 33,708 | 1,681 | 0.04% | 0.03% | 614 | +11,540 | 52.06% | Q1 2026 | Apr 15, 2026 |
| Rothschild Wealth LLC | History | Added to | 33,304 | 1,661 | 0.15% | 0.02% | 615 | +28,306 | 566.35% | Q1 2026 | May 06, 2026 |
| SFMG, LLC | History | Reduced | 33,282 | 1,660 | 0.11% | 0.13% | 616 | -5,799 | -14.84% | Q1 2026 | May 12, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 33,236 | 1,658 | 0.1% | 0.11% | 617 | -2,625 | -7.32% | Q1 2026 | May 14, 2026 |
| Continuum Advisory, LLC | History | Added to | 32,872 | 1,639 | 0.16% | 0.12% | 618 | +9,374 | 39.89% | Q1 2026 | Apr 22, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 32,533 | 1,623 | 0.02% | 0.0% | 619 | +28,489 | 704.48% | Q1 2026 | May 11, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 32,519 | 1,622 | 0.11% | 0.12% | 620 | -3,735 | -10.3% | Q1 2026 | May 05, 2026 |
| TSA Wealth Managment LLC | History | Added to | 32,455 | 1,619 | 0.52% | 0.54% | 621 | +95 | 0.29% | Q1 2026 | May 01, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 32,305 | 1,611 | 0.36% | 0.38% | 622 | +442 | 1.39% | Q1 2026 | May 14, 2026 |
| Disciplined Investments, LLC | History | Added to | 32,023 | 1,597 | 0.57% | 0.52% | 623 | +5,218 | 19.47% | Q1 2026 | May 12, 2026 |
| FC Advisory LLC | History | Added to | 31,810 | 1,586 | 0.46% | 0.44% | 624 | +1,206 | 3.94% | Q1 2026 | Apr 14, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 31,789 | 1,585 | 0.13% | 0.15% | 625 | -295 | -0.92% | Q1 2026 | Apr 09, 2026 |
| EPIQ PARTNERS, LLC | History | New | 31,709 | 1,581 | 0.74% | — | 626 | +31,709 | New | Q1 2026 | Apr 09, 2026 |
| Family Manage LLC | History | Added to | 31,640 | 1,578 | 0.19% | 0.09% | 627 | +16,780 | 112.92% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 31,554 | 1,574 | 0.07% | — | 628 | +31,554 | New | Q1 2026 | May 18, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Reduced | 31,070 | 1,550 | 1.35% | 1.38% | 629 | -43 | -0.14% | Q1 2026 | Apr 21, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 31,060 | 1,549 | 0.21% | 0.19% | 630 | +3,349 | 12.09% | Q1 2026 | Apr 21, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Reduced | 31,013 | 1,547 | 1.45% | 1.37% | 631 | -104 | -0.33% | Q1 2026 | May 08, 2026 |
| LINCOLN CAPITAL CORP | History | Added to | 30,968 | 1,544 | 0.57% | 0.54% | 632 | +724 | 2.39% | Q1 2026 | Apr 16, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 30,639 | 1,528 | 0.22% | 0.25% | 633 | +3,666 | 13.59% | Q1 2026 | May 04, 2026 |
| Stone Summit Wealth LLC | History | Added to | 30,517 | 1,522 | 0.42% | 0.4% | 634 | +1,085 | 3.69% | Q1 2026 | Apr 22, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 30,492 | 1,521 | 0.0% | — | 635 | +30,492 | New | Q1 2026 | May 15, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 30,273 | 1,510 | 0.15% | 0.17% | 636 | -2,544 | -7.75% | Q1 2026 | May 08, 2026 |
| Brucke Financial, Inc. | History | Added to | 30,209 | 1,507 | 0.76% | 0.76% | 637 | +2,628 | 9.53% | Q1 2026 | Apr 10, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | New | 30,112 | 1,502 | 0.58% | — | 638 | +30,112 | New | Q1 2026 | Apr 29, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 29,841 | 1,488 | 0.03% | 0.09% | 639 | -6,274 | -17.37% | Q1 2026 | Apr 27, 2026 |
| Fiduciary Alliance LLC | History | New | 29,584 | 1,486 | 0.09% | — | 640 | +29,584 | New | Q1 2026 | Apr 20, 2026 |
| Prospect Financial Group LLC | History | Added to | 29,667 | 1,480 | 1.37% | 1.13% | 641 | +5,584 | 23.19% | Q1 2026 | May 05, 2026 |
| Oak Wealth Advisors LLC | History | Reduced | 29,649 | 1,479 | 0.81% | 0.9% | 643 | -1,412 | -4.55% | Q1 2026 | Apr 21, 2026 |
| Strategic Financial Services, Inc. | History | No change | 29,650 | 1,479 | 0.07% | 0.07% | 642 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | Added to | 29,573 | 1,475 | 1.23% | 1.25% | 644 | +20 | 0.07% | Q1 2026 | May 08, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 29,473 | 1,470 | 0.23% | 0.34% | 645 | -14,930 | -33.62% | Q1 2026 | May 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 29,436 | 1,468 | 0.0% | 0.0% | 646 | +26,729 | 987.4% | Q1 2026 | May 13, 2026 |
| Cornerstone Financial Management LLC | History | Reduced | 29,384 | 1,465 | 1.34% | 1.44% | 647 | -1,200 | -3.92% | Q1 2026 | May 08, 2026 |
| Rare Wolf Capital LLC | History | No change | 29,314 | 1,462 | 0.95% | 0.92% | 648 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 29,182 | 1,455 | 0.5% | 0.53% | 649 | -259 | -0.88% | Q1 2026 | Apr 23, 2026 |
| Greenspring Advisors, LLC | History | Added to | 29,150 | 1,454 | 0.09% | 0.06% | 650 | +8,657 | 42.24% | Q1 2026 | May 04, 2026 |
| Ascentis Independent Advisors | History | Added to | 28,769 | 1,435 | 0.11% | 0.17% | 651 | +7,818 | 37.32% | Q1 2026 | Apr 28, 2026 |
| Avid Wealth Partners LLC | History | Added to | 28,753 | 1,434 | 0.68% | 0.69% | 652 | +597 | 2.12% | Q1 2026 | Apr 30, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 28,722 | 1,432 | 0.42% | 0.43% | 653 | +300 | 1.06% | Q1 2026 | Apr 16, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | New | 28,697 | 1,431 | 0.79% | — | 654 | +28,697 | New | Q1 2026 | May 11, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 28,682 | 1,430 | 0.08% | 0.13% | 655 | -13,785 | -32.46% | Q1 2026 | Apr 09, 2026 |
| Shakespeare Wealth Management, LLC | History | Reduced | 28,519 | 1,422 | 0.34% | 0.37% | 656 | -5,041 | -15.02% | Q1 2026 | Apr 30, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 28,522 | 1,422 | 0.28% | 0.28% | 658 | -912 | -3.1% | Q1 2026 | Apr 15, 2026 |
| Columbus Macro, LLC | History | Reduced | 28,508 | 1,422 | 0.15% | 0.16% | 657 | -578 | -1.99% | Q1 2026 | Apr 21, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 28,458 | 1,419 | 0.08% | 0.08% | 659 | +14 | 0.05% | Q1 2026 | Apr 27, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 28,394 | 1,416 | 0.23% | 0.14% | 660 | +10,820 | 61.57% | Q1 2026 | May 08, 2026 |
| SmartHarvest Portfolios, LLC | History | Added to | 28,386 | 1,416 | 0.59% | 0.48% | 661 | +1,097 | 4.02% | Q1 2026 | Apr 20, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 28,186 | 1,406 | 0.57% | 0.56% | 662 | -500 | -1.74% | Q1 2026 | May 07, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 27,956 | 1,394 | 0.31% | 0.33% | 663 | -1,704 | -5.75% | Q1 2026 | Apr 10, 2026 |
| LVW Advisors, LLC | History | Added to | 27,908 | 1,392 | 0.13% | 0.14% | 664 | +1,000 | 3.72% | Q1 2026 | Apr 20, 2026 |
| Cyr Financial Inc. | History | Added to | 27,883 | 1,391 | 0.82% | 0.69% | 665 | +5,777 | 26.13% | Q1 2026 | Apr 24, 2026 |
| Tenzing Financial LLC | History | Added to | 27,619 | 1,389 | 1.04% | 1.11% | 666 | +527 | 1.95% | Q1 2026 | Apr 15, 2026 |
| Legacy Advisors, LLC | History | Added to | 27,718 | 1,382 | 0.16% | 0.13% | 667 | +2,971 | 12.01% | Q1 2026 | May 05, 2026 |
| Breakwater Investment Management | History | Added to | 27,617 | 1,377 | 0.51% | 0.41% | 668 | +4,933 | 21.75% | Q1 2026 | May 14, 2026 |
| Alhambra Investment Management LLC | History | Added to | 27,581 | 1,376 | 0.64% | 0.63% | 669 | +729 | 2.71% | Q1 2026 | Apr 15, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 27,541 | 1,374 | 0.24% | 0.23% | 671 | +1,957 | 7.65% | Q1 2026 | Apr 17, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 27,555 | 1,374 | 0.01% | 0.01% | 670 | +1,809 | 7.03% | Q1 2026 | Apr 22, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 27,497 | 1,371 | 0.04% | 0.05% | 672 | -3,590 | -11.55% | Q1 2026 | May 13, 2026 |
| Lansing Street Advisors | History | Added to | 27,457 | 1,369 | 0.34% | 0.35% | 673 | +2 | 0.01% | Q1 2026 | Apr 28, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 27,382 | 1,366 | 0.09% | 0.06% | 674 | +7,483 | 37.6% | Q1 2026 | Apr 27, 2026 |
| Clearview Wealth Management LLC | History | New | 27,357 | 1,364 | 0.96% | — | 675 | +27,357 | New | Q1 2026 | May 15, 2026 |
| Coquina Private Wealth LLC | History | Reduced | 27,124 | 1,353 | 1.09% | 1.1% | 676 | -182 | -0.67% | Q1 2026 | May 05, 2026 |
| LCW Services, LLC | History | Reduced | 27,105 | 1,352 | 0.67% | 0.8% | 677 | -2,660 | -8.94% | Q1 2026 | Apr 27, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 27,085 | 1,351 | 0.34% | 0.36% | 678 | -413 | -1.5% | Q1 2026 | Apr 10, 2026 |
| Karpus Management, Inc. | History | Reduced | 27,022 | 1,348 | 0.04% | 0.05% | 679 | -6,900 | -20.34% | Q1 2026 | May 14, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 26,781 | 1,339 | 0.04% | 0.05% | 681 | -15,612 | -36.83% | Q1 2026 | Apr 08, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 26,854 | 1,339 | 0.0% | 0.0% | 680 | +8,780 | 48.58% | Q1 2026 | May 15, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 26,760 | 1,335 | 0.27% | 0.2% | 682 | +6,244 | 30.43% | Q1 2026 | Apr 15, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Added to | 26,740 | 1,334 | 0.47% | 0.42% | 683 | +3,640 | 15.76% | Q1 2026 | Apr 15, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 26,724 | 1,333 | 0.4% | 0.37% | 684 | +2,215 | 9.04% | Q1 2026 | Apr 20, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Reduced | 26,280 | 1,326 | 1.24% | 1.39% | 685 | -1,842 | -6.55% | Q1 2026 | Apr 27, 2026 |
| Asset Allocation Strategies LLC | History | New | 26,574 | 1,325 | 0.24% | — | 688 | +26,574 | New | Q1 2026 | Apr 22, 2026 |
| 5T Wealth, LLC | History | Added to | 26,577 | 1,325 | 0.52% | 0.49% | 687 | +1,999 | 8.13% | Q1 2026 | Apr 13, 2026 |
| Sigma Planning Corp | History | Added to | 26,569 | 1,325 | 0.04% | 0.04% | 686 | +705 | 2.73% | Q1 2026 | May 04, 2026 |
| Boyd Wealth Management, LLC | History | No change | 26,323 | 1,313 | 0.56% | 0.56% | 689 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 26,306 | 1,312 | 0.06% | 0.1% | 690 | -13,926 | -34.61% | Q1 2026 | May 04, 2026 |
| Horizon Investments, LLC | History | Added to | 26,418 | 1,310 | 0.01% | 0.01% | 691 | +16,461 | 165.32% | Q1 2026 | May 14, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Reduced | 26,249 | 1,309 | 0.81% | 1.1% | 692 | -10,908 | -29.36% | Q1 2026 | May 13, 2026 |
| First Pacific Financial | History | Reduced | 26,199 | 1,307 | 0.17% | 0.18% | 693 | -1,678 | -6.02% | Q1 2026 | Apr 23, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 26,197 | 1,306 | 0.14% | 0.41% | 694 | -46,816 | -64.12% | Q1 2026 | May 11, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 25,934 | 1,293 | 0.12% | 0.08% | 695 | +9,968 | 62.43% | Q1 2026 | Apr 13, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 25,883 | 1,291 | 0.15% | 0.14% | 696 | +1,787 | 7.42% | Q1 2026 | Apr 17, 2026 |
| Agate Pass Investment Management, LLC | History | Added to | 25,798 | 1,287 | 0.5% | 0.24% | 697 | +12,720 | 97.26% | Q1 2026 | Apr 07, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 25,550 | 1,274 | 0.05% | 0.05% | 698 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 25,371 | 1,265 | 0.15% | 0.14% | 699 | +405 | 1.62% | Q1 2026 | May 06, 2026 |
| NewEdge Wealth, LLC | History | Added to | 25,162 | 1,255 | 0.01% | 0.01% | 700 | +974 | 4.03% | Q1 2026 | May 13, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 25,000 | 1,247 | 0.55% | 0.55% | 701 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 24,945 | 1,244 | 0.68% | 0.66% | 702 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WealthShield Partners, LLC | History | Added to | 24,847 | 1,239 | 0.14% | 0.13% | 703 | +1,432 | 6.12% | Q1 2026 | May 01, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 24,849 | 1,239 | 0.13% | 0.13% | 704 | +550 | 2.26% | Q1 2026 | May 04, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 24,820 | 1,238 | 0.43% | 0.41% | 705 | +1,000 | 4.2% | Q1 2026 | Apr 21, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 24,791 | 1,236 | 0.14% | 0.13% | 706 | +208 | 0.85% | Q1 2026 | Apr 24, 2026 |
| Souders Financial Advisors | History | Added to | 24,528 | 1,223 | 0.14% | 0.13% | 707 | +2,015 | 8.95% | Q1 2026 | May 04, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 24,418 | 1,218 | 0.02% | 0.02% | 708 | +8,769 | 56.04% | Q1 2026 | Apr 15, 2026 |
| W ADVISORS, LLC | History | Reduced | 24,346 | 1,214 | 0.62% | 0.62% | 709 | -15 | -0.06% | Q1 2026 | Apr 29, 2026 |
| BLB&B Advisors, LLC | History | No change | 24,130 | 1,203 | 0.05% | 0.05% | 710 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 24,058 | 1,200 | 0.17% | 0.17% | 711 | -200 | -0.82% | Q1 2026 | May 14, 2026 |
| Veracity Capital LLC | History | No change | 24,020 | 1,198 | 0.43% | 0.36% | 712 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Trilogy Capital Inc. | History | Added to | 24,000 | 1,197 | 0.05% | 0.05% | 713 | +658 | 2.82% | Q1 2026 | Apr 21, 2026 |
| Life Planning Partners, Inc | History | Reduced | 23,968 | 1,195 | 0.91% | 0.93% | 714 | -100 | -0.42% | Q1 2026 | Apr 28, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 23,946 | 1,194 | 0.33% | 0.37% | 716 | -3,288 | -12.07% | Q1 2026 | Apr 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 23,951 | 1,194 | 0.0% | 0.0% | 715 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 23,915 | 1,193 | 0.33% | 0.32% | 717 | +976 | 4.25% | Q1 2026 | Apr 14, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 23,807 | 1,187 | 0.35% | 0.35% | 718 | -75 | -0.31% | Q1 2026 | Apr 22, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 23,552 | 1,183 | 0.09% | 0.08% | 719 | +2,275 | 10.69% | Q1 2026 | Apr 13, 2026 |
| Lakewood Asset Management LLC | History | Reduced | 23,644 | 1,179 | 0.75% | 0.75% | 720 | -1,661 | -6.56% | Q1 2026 | Apr 22, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 23,613 | 1,178 | 0.32% | 0.32% | 721 | +113 | 0.48% | Q1 2026 | May 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 23,545 | 1,174 | 0.02% | 0.02% | 722 | +1,823 | 8.39% | Q1 2026 | Apr 14, 2026 |
| Canopy Partners, LLC | History | Reduced | 23,472 | 1,171 | 0.4% | 0.39% | 723 | -421 | -1.76% | Q1 2026 | May 11, 2026 |
| Breakwater Capital Group | History | Added to | 23,438 | 1,169 | 0.16% | 0.16% | 724 | +60 | 0.26% | Q1 2026 | Apr 20, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 23,402 | 1,167 | 0.02% | 0.01% | 725 | +6,983 | 42.53% | Q1 2026 | May 13, 2026 |
| Prospera Capital Management, LLC | History | No change | 23,348 | 1,164 | 0.58% | 0.59% | 726 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 23,282 | 1,161 | 0.18% | 0.2% | 727 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| TriaGen Wealth Management LLC | History | No change | 23,096 | 1,152 | 0.31% | 0.3% | 728 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 22,866 | 1,149 | 0.5% | 0.33% | 729 | +8,524 | 59.43% | Q1 2026 | May 11, 2026 |
| Perennial Advisors, LLC | History | Added to | 22,998 | 1,147 | 0.2% | 0.19% | 730 | +361 | 1.59% | Q1 2026 | Apr 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 22,910 | 1,142 | 0.03% | 0.03% | 731 | +2,724 | 13.49% | Q1 2026 | Apr 07, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 22,859 | 1,140 | 0.34% | 0.33% | 732 | +63 | 0.28% | Q1 2026 | Apr 21, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 22,603 | 1,137 | 0.15% | 0.32% | 733 | -10,960 | -32.66% | Q1 2026 | May 11, 2026 |
| Integrity Investment Advisors, LLC | History | Reduced | 22,797 | 1,137 | 0.62% | 0.64% | 734 | -184 | -0.8% | Q1 2026 | Apr 29, 2026 |
| Park Place Capital Corp | History | Reduced | 22,582 | 1,126 | 0.23% | 0.25% | 735 | -1,041 | -4.41% | Q1 2026 | Apr 09, 2026 |
| XTX Topco Ltd | History | Added to | 22,551 | 1,125 | 0.02% | 0.02% | 737 | +10,568 | 88.19% | Q1 2026 | May 15, 2026 |
| CFO4Life Group, LLC | History | Added to | 22,568 | 1,125 | 0.17% | 0.16% | 736 | +7 | 0.03% | Q1 2026 | May 11, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 22,534 | 1,121 | 0.25% | 0.21% | 738 | +3,863 | 20.69% | Q1 2026 | May 11, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 22,311 | 1,120 | 0.23% | 0.24% | 739 | +848 | 3.95% | Q1 2026 | Apr 15, 2026 |
| WBH ADVISORY INC | History | Reduced | 22,345 | 1,115 | 0.08% | 0.15% | 740 | -17,160 | -43.44% | Q1 2026 | Apr 27, 2026 |
| Root Financial Partners, LLC | History | Added to | 22,354 | 1,115 | 0.05% | 0.06% | 741 | +742 | 3.43% | Q1 2026 | Apr 24, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 22,050 | 1,100 | 0.06% | 0.06% | 742 | -2,400 | -9.82% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 21,970 | 1,096 | 0.22% | 0.01% | 743 | +21,132 | 2521.72% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Reduced | 21,927 | 1,093 | 0.0% | 0.0% | 744 | -1,508,706 | -98.57% | Q1 2026 | May 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 21,876 | 1,091 | 0.02% | 0.02% | 745 | -4,792 | -17.97% | Q1 2026 | May 05, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 21,809 | 1,088 | 0.53% | — | 746 | +21,809 | New | Q1 2026 | Apr 09, 2026 |
| Tenon Financial LLC | History | No change | 21,763 | 1,085 | 0.43% | 0.46% | 747 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NORDEN GROUP LLC | History | Reduced | 21,715 | 1,083 | 0.1% | 0.11% | 748 | -455 | -2.05% | Q1 2026 | Apr 15, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 21,702 | 1,083 | 0.62% | 0.73% | 749 | -99 | -0.45% | Q1 2026 | Apr 14, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 21,582 | 1,076 | 0.3% | 0.29% | 750 | +123 | 0.57% | Q1 2026 | May 12, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 21,447 | 1,069 | 0.02% | 0.03% | 751 | -3,878 | -15.31% | Q1 2026 | May 15, 2026 |
| Farrell Financial LLC | History | Reduced | 21,326 | 1,063 | 0.64% | 0.66% | 752 | -1,060 | -4.74% | Q1 2026 | Apr 13, 2026 |
| Heritage Family Offices, LLP | History | New | 21,151 | 1,055 | 0.47% | — | 753 | +21,151 | New | Q1 2026 | Apr 08, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 21,144 | 1,054 | 0.11% | 0.12% | 754 | -1,800 | -7.85% | Q1 2026 | May 07, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 20,943 | 1,044 | 0.15% | 0.17% | 755 | -3,637 | -14.8% | Q1 2026 | Apr 30, 2026 |
| Fiduciary Wealth Partners, LLC | History | Reduced | 20,850 | 1,040 | 0.68% | 1.62% | 756 | -57,738 | -73.47% | Q1 2026 | May 06, 2026 |
| Human Investing LLC | History | Added to | 20,780 | 1,036 | 0.15% | 0.14% | 757 | +896 | 4.51% | Q1 2026 | May 07, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | Added to | 20,754 | 1,035 | 0.54% | 0.56% | 758 | +255 | 1.24% | Q1 2026 | Apr 22, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 20,173 | 1,031 | 0.09% | 0.09% | 759 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Leo Wealth, LLC | History | Reduced | 20,563 | 1,025 | 0.07% | 0.08% | 760 | -1,696 | -7.62% | Q1 2026 | May 05, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Reduced | 20,545 | 1,024 | 0.66% | 0.69% | 762 | -102 | -0.49% | Q1 2026 | Apr 21, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 20,542 | 1,024 | 0.14% | 0.14% | 761 | -24 | -0.12% | Q1 2026 | Apr 15, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 20,374 | 1,016 | 0.23% | 0.64% | 763 | -28,172 | -58.03% | Q1 2026 | Apr 14, 2026 |
| Boxwood Ventures, Inc. | History | No change | 20,380 | 1,016 | 1.08% | 1.03% | 764 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Columbia Bank | History | No change | 20,330 | 1,014 | 0.29% | 0.28% | 765 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Carter Financial Group, INC. | History | Reduced | 20,316 | 1,013 | 0.63% | 0.61% | 766 | -276 | -1.34% | Q1 2026 | Apr 27, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | New | 20,300 | 1,012 | 0.55% | — | 767 | +20,300 | New | Q1 2026 | May 12, 2026 |
| Carter Financial, LLC | History | Reduced | 20,273 | 1,011 | 0.88% | 0.93% | 768 | -716 | -3.41% | Q1 2026 | May 13, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 20,102 | 1,002 | 0.04% | 0.02% | 771 | +9,405 | 87.92% | Q1 2026 | May 14, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 20,085 | 1,002 | 0.13% | 0.15% | 769 | -5,790 | -22.38% | Q1 2026 | Apr 10, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 20,101 | 1,002 | 0.2% | 0.22% | 770 | -1,152 | -5.42% | Q1 2026 | Apr 20, 2026 |
| Evergreen Advisors, LLC | History | New | 20,050 | 1,000 | 0.23% | — | 773 | +20,050 | New | Q1 2026 | May 05, 2026 |
| Wolff Financial Management LLC | History | Added to | 20,050 | 1,000 | 0.22% | 0.23% | 772 | +66 | 0.33% | Q1 2026 | Apr 15, 2026 |
| Navigate Wealth Management, LLC | History | New | 19,775 | 996 | 0.7% | — | 775 | +19,775 | New | Q1 2026 | Apr 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 19,977 | 996 | 0.04% | 0.02% | 774 | +9,809 | 96.47% | Q1 2026 | Apr 28, 2026 |
| Schwallier Wealth Management LLC | History | Added to | 19,864 | 991 | 0.72% | 0.56% | 776 | +2,602 | 15.07% | Q1 2026 | May 05, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 19,860 | 990 | 0.05% | 0.05% | 777 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | New | 19,840 | 989 | 0.14% | — | 778 | +19,840 | New | Q1 2026 | May 15, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 19,711 | 983 | 0.08% | 0.09% | 779 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 19,670 | 981 | 0.01% | 0.05% | 780 | -113,820 | -85.26% | Q1 2026 | May 13, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 19,604 | 978 | 0.2% | 0.14% | 781 | +7,974 | 68.56% | Q1 2026 | May 11, 2026 |
| Evolution Advisers, Inc. | History | Added to | 19,577 | 976 | 0.41% | 0.38% | 782 | +2,289 | 13.24% | Q1 2026 | May 01, 2026 |
| Journey Beyond Wealth, LLC | History | Reduced | 19,569 | 976 | 0.84% | 0.79% | 783 | -155 | -0.79% | Q1 2026 | Apr 28, 2026 |
| Taylor Hoffman Capital Management LLC | History | Added to | 19,530 | 974 | 0.3% | 0.29% | 784 | +356 | 1.86% | Q1 2026 | May 12, 2026 |
| Hilltop Partners LLC | History | Reduced | 19,490 | 972 | 0.25% | 0.29% | 785 | -2,878 | -12.87% | Q1 2026 | May 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 19,478 | 971 | 0.01% | 0.01% | 786 | -8,746 | -30.99% | Q1 2026 | May 14, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 19,463 | 971 | 0.09% | 0.09% | 788 | -103 | -0.53% | Q1 2026 | May 01, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 19,310 | 971 | 0.11% | 0.11% | 787 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Heritage Financial Services, LLC | History | No change | 19,303 | 970 | 0.08% | 0.08% | 789 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 19,416 | 968 | 0.17% | — | 790 | +19,416 | New | Q1 2026 | Apr 09, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Reduced | 19,212 | 966 | 0.5% | 0.63% | 791 | -34 | -0.18% | Q1 2026 | May 18, 2026 |
| Kathmere Capital Management, LLC | History | New | 19,217 | 958 | 0.06% | — | 793 | +19,217 | New | Q1 2026 | Apr 28, 2026 |
| WPG Advisers, LLC | History | Added to | 19,210 | 958 | 0.71% | 0.71% | 792 | +61 | 0.32% | Q1 2026 | Apr 29, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | New | 19,145 | 955 | 0.14% | — | 796 | +19,145 | New | Q1 2026 | Apr 24, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 19,159 | 955 | 0.01% | 0.01% | 794 | +6,072 | 46.4% | Q1 2026 | May 11, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 19,143 | 955 | 0.35% | 0.38% | 795 | -834 | -4.17% | Q1 2026 | Apr 09, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 19,113 | 954 | 0.02% | 0.02% | 797 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | Added to | 19,108 | 953 | 0.04% | 0.03% | 799 | +5,687 | 42.37% | Q1 2026 | Jun 18, 2026 |
| Bristlecone Value Partners, LLC | History | Reduced | 19,108 | 953 | 0.84% | 1.13% | 798 | -328 | -1.69% | Q1 2026 | May 08, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | No change | 19,040 | 949 | 1.71% | 1.84% | 800 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 18,984 | 947 | 0.27% | 0.27% | 801 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Prospect Financial Services LLC | History | Added to | 18,965 | 946 | 0.58% | 0.46% | 802 | +3,177 | 20.12% | Q1 2026 | Apr 24, 2026 |
| EPG Wealth Management LLC | History | Added to | 18,618 | 928 | 0.25% | 0.24% | 803 | +786 | 4.41% | Q1 2026 | May 07, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 18,614 | 928 | 0.06% | 0.06% | 804 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CHOREO, LLC | History | Reduced | 18,559 | 925 | 0.01% | 0.02% | 805 | -6,569 | -26.14% | Q1 2026 | May 12, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 18,442 | 920 | 0.07% | 0.08% | 806 | +247 | 1.36% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Added to | 18,389 | 917 | 0.04% | 0.03% | 807 | +6,098 | 49.61% | Q1 2026 | Apr 06, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 18,287 | 912 | 0.8% | 0.83% | 808 | -423 | -2.26% | Q1 2026 | May 04, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 18,297 | 912 | 0.5% | 0.56% | 809 | +346 | 1.93% | Q1 2026 | Apr 16, 2026 |
| FF Advisors,LLC | History | Reduced | 18,054 | 910 | 0.37% | 0.45% | 810 | -1,876 | -9.41% | Q1 2026 | Apr 27, 2026 |
| A4 Wealth Advisors LLC | History | Added to | 18,221 | 909 | 0.74% | 0.57% | 811 | +5,221 | 40.16% | Q1 2026 | May 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 18,133 | 904 | 0.04% | 0.04% | 812 | +810 | 4.68% | Q1 2026 | May 12, 2026 |
| Veridan Wealth LLC | History | Added to | 18,061 | 901 | 0.33% | 0.27% | 813 | +2,322 | 14.75% | Q1 2026 | May 15, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 18,026 | 899 | 0.57% | 0.61% | 814 | +176 | 0.99% | Q1 2026 | May 11, 2026 |
| Factor Wealth Management LTD | History | Added to | 17,944 | 895 | 0.17% | 0.19% | 815 | +102 | 0.57% | Q1 2026 | Apr 20, 2026 |
| PKS Advisory Services, LLC | History | Added to | 17,921 | 894 | 0.21% | 0.16% | 816 | +3,829 | 27.17% | Q1 2026 | May 13, 2026 |
| MMA ASSET MANAGEMENT LLC | History | New | 17,919 | 893 | 0.31% | — | 817 | +17,919 | New | Q1 2026 | Apr 08, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 17,847 | 890 | 0.01% | — | 818 | +17,847 | New | Q1 2026 | May 01, 2026 |
| Hudock, Inc. | History | Added to | 17,824 | 889 | 0.13% | 0.13% | 819 | +71 | 0.4% | Q1 2026 | May 13, 2026 |
| Retirement Planning Group, LLC | History | Added to | 17,713 | 883 | 0.03% | 0.02% | 820 | +3,686 | 26.28% | Q1 2026 | May 04, 2026 |
| Silver Coast Investments LLC | History | Added to | 17,709 | 883 | 0.28% | 0.26% | 821 | +2,645 | 17.56% | Q1 2026 | Apr 22, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 17,582 | 877 | 0.02% | 0.02% | 822 | -587 | -3.23% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | New | 17,544 | 875 | 0.02% | — | 823 | +17,544 | New | Q1 2026 | Apr 09, 2026 |
| AE Wealth Management LLC | History | Reduced | 17,408 | 868 | 0.0% | 0.01% | 824 | -5,077 | -22.58% | Q1 2026 | May 13, 2026 |
| HORAN Wealth, LLC | History | New | 17,218 | 865 | 0.08% | — | 825 | +17,218 | New | Q1 2026 | May 08, 2026 |
| Charles Schwab Trust Co | History | No change | 17,211 | 858 | 0.06% | 0.06% | 826 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Compass Planning Associates Inc | History | Added to | 17,191 | 857 | 0.55% | 0.53% | 827 | +2,084 | 13.79% | Q1 2026 | Apr 21, 2026 |
| Serenity Investment Advisors | History | New | 17,010 | 848 | 0.4% | — | 828 | +17,010 | New | Q1 2026 | May 26, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 16,860 | 847 | 0.04% | 0.04% | 829 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 16,905 | 841 | 0.06% | 0.07% | 830 | -2,312 | -12.03% | Q1 2026 | May 05, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 16,810 | 838 | 0.52% | 0.51% | 831 | +43 | 0.26% | Q1 2026 | Apr 28, 2026 |
| PFG Investments, LLC | History | Added to | 16,763 | 836 | 0.04% | 0.04% | 832 | +861 | 5.41% | Q1 2026 | Apr 27, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 16,747 | 835 | 0.11% | 0.05% | 834 | +9,246 | 123.26% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 16,739 | 835 | 0.04% | 0.04% | 833 | +3,006 | 21.89% | Q1 2026 | Apr 17, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 16,690 | 832 | 0.04% | 0.05% | 835 | +119 | 0.72% | Q1 2026 | Apr 15, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 16,590 | 827 | 0.32% | — | 837 | +16,590 | New | Q1 2026 | Apr 28, 2026 |
| COFG Advisors, LLC | History | Added to | 16,589 | 827 | 0.2% | 0.18% | 836 | +2,413 | 17.02% | Q1 2026 | May 11, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 16,500 | 823 | 0.03% | 0.03% | 838 | -595 | -3.48% | Q1 2026 | Apr 16, 2026 |
| CHILTON INVESTMENT CO INC. | History | Reduced | 16,460 | 821 | 0.02% | 0.02% | 839 | -3,873 | -19.05% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 16,410 | 818 | 0.0% | 0.0% | 840 | +364 | 2.27% | Q1 2026 | May 05, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 16,384 | 817 | 0.1% | 0.1% | 841 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SVRN Asset Management, LLC | History | Reduced | 16,369 | 816 | 0.79% | 0.82% | 843 | -3,385 | -17.14% | Q1 2026 | May 12, 2026 |
| Horizons Wealth Management | History | No change | 16,365 | 816 | 0.54% | 0.54% | 842 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Blankinship & Foster, LLC | History | Reduced | 16,313 | 813 | 0.18% | 0.27% | 844 | -8,268 | -33.64% | Q1 2026 | Apr 17, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 16,272 | 811 | 0.17% | 0.18% | 845 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Southland Equity Partners LLC | History | No change | 16,209 | 808 | 0.16% | 0.16% | 846 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Balance Wealth, LLC | History | Added to | 16,193 | 807 | 0.25% | 0.19% | 847 | +4,601 | 39.69% | Q1 2026 | Apr 20, 2026 |
| CVA Family Office, LLC | History | Added to | 16,162 | 806 | 0.08% | 0.06% | 848 | +5,139 | 46.62% | Q1 2026 | Apr 29, 2026 |
| IF Advisors, LLC | History | No change | 16,000 | 798 | 0.56% | 0.65% | 849 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Archford Capital Strategies, LLC | History | No change | 15,993 | 797 | 0.09% | 0.09% | 850 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Davis Wealth Advisors, LLC | History | Reduced | 15,885 | 792 | 0.66% | 0.74% | 851 | -1,913 | -10.75% | Q1 2026 | May 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 15,858 | 791 | 0.0% | 0.0% | 852 | -5,169 | -24.58% | Q1 2026 | May 15, 2026 |
| Westshore Wealth, LLC | History | No change | 15,851 | 790 | 0.28% | 0.26% | 853 | 0 | 0.0% | Q1 2026 | May 27, 2026 |
| J. Derek Lewis & Associates Inc. | History | No change | 15,704 | 783 | 0.18% | 0.18% | 854 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 15,415 | 778 | 0.16% | 0.16% | 855 | -77 | -0.5% | Q1 2026 | May 04, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 15,519 | 774 | 0.31% | 0.31% | 857 | +148 | 0.96% | Q1 2026 | Apr 22, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 15,516 | 774 | 0.15% | 0.15% | 856 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 15,363 | 766 | 0.19% | 0.16% | 858 | +2,299 | 17.6% | Q1 2026 | Apr 10, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 15,339 | 765 | 0.1% | 0.15% | 859 | -6,956 | -31.2% | Q1 2026 | Apr 27, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 15,319 | 764 | 0.04% | 0.03% | 860 | +1,817 | 13.46% | Q1 2026 | May 14, 2026 |
| Ariston Services Group | History | Closed out | 0 | 762 | 0.46% | 0.45% | 861 | -15,279 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Keener Financial Planning LLC | History | Added to | 15,245 | 760 | 0.32% | 0.29% | 864 | +2,095 | 15.93% | Q1 2026 | May 01, 2026 |
| Veery Capital, LLC | History | Added to | 15,239 | 760 | 0.23% | 0.22% | 862 | +689 | 4.74% | Q1 2026 | Apr 09, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 15,252 | 760 | 0.08% | 0.08% | 863 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 15,170 | 756 | 0.39% | 0.3% | 866 | +3,610 | 31.23% | Q1 2026 | Apr 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 15,166 | 756 | 0.02% | 0.01% | 865 | +3,214 | 26.89% | Q1 2026 | May 15, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 15,140 | 755 | 0.15% | 0.16% | 867 | +176 | 1.18% | Q1 2026 | May 08, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 15,115 | 754 | 0.21% | 0.2% | 869 | +1,096 | 7.82% | Q1 2026 | Apr 08, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 15,116 | 754 | 0.2% | 0.22% | 868 | -250 | -1.63% | Q1 2026 | Apr 24, 2026 |
| FLC Capital Advisors | History | Added to | 15,083 | 752 | 0.13% | 0.13% | 870 | +1,251 | 9.04% | Q1 2026 | May 01, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 14,977 | 747 | 0.09% | 0.08% | 871 | +443 | 3.05% | Q1 2026 | May 06, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | Added to | 14,964 | 746 | 0.22% | 0.15% | 872 | +4,539 | 43.54% | Q1 2026 | May 01, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 14,943 | 745 | 0.06% | 0.06% | 873 | -127 | -0.84% | Q1 2026 | May 13, 2026 |
| Net Worth Advisory Group | History | Added to | 14,914 | 744 | 0.15% | 0.15% | 874 | +162 | 1.1% | Q1 2026 | May 05, 2026 |
| Donalies Financial Planning, LLC | History | Added to | 14,870 | 741 | 0.63% | 0.61% | 875 | +559 | 3.91% | Q1 2026 | May 05, 2026 |
| Englebert Financial Advisers, LLC | History | Added to | 14,789 | 737 | 0.84% | 0.83% | 876 | +300 | 2.07% | Q1 2026 | Apr 22, 2026 |
| Ponta Wealth Partners, LLC | History | New | 14,758 | 736 | 0.59% | — | 877 | +14,758 | New | Q1 2026 | May 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 14,619 | 735 | 0.03% | 0.03% | 878 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Orcam Financial Group | History | Added to | 14,620 | 729 | 0.52% | 0.5% | 879 | +1,336 | 10.06% | Q1 2026 | May 12, 2026 |
| Haven Private, LLC | History | Added to | 14,565 | 726 | 0.32% | 0.25% | 880 | +3,365 | 30.04% | Q1 2026 | May 05, 2026 |
| Manhattan West Asset Management, LLC | History | New | 14,548 | 725 | 0.14% | — | 881 | +14,548 | New | Q1 2026 | May 14, 2026 |
| Roundview Capital LLC | History | Added to | 14,495 | 723 | 0.05% | 0.04% | 882 | +213 | 1.49% | Q1 2026 | May 08, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 14,219 | 714 | 0.04% | 0.04% | 883 | +1,949 | 15.88% | Q1 2026 | Apr 17, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 14,259 | 711 | 0.31% | 0.31% | 884 | -12 | -0.08% | Q1 2026 | May 05, 2026 |
| EVOKE WEALTH, LLC | History | New | 14,208 | 708 | 0.01% | — | 885 | +14,208 | New | Q1 2026 | May 14, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 14,100 | 703 | 0.04% | 0.02% | 886 | +4,000 | 39.6% | Q1 2026 | May 07, 2026 |
| StoneX Group Inc. | History | Added to | 14,119 | 703 | 0.04% | 0.03% | 887 | +142 | 1.02% | Q1 2026 | May 14, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 14,080 | 702 | 0.06% | 0.08% | 888 | -4,351 | -23.61% | Q1 2026 | Apr 15, 2026 |
| Callan Family Office, LLC | History | Reduced | 14,056 | 701 | 0.02% | 0.02% | 889 | -1,110 | -7.32% | Q1 2026 | May 13, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 14,031 | 700 | 0.48% | 0.47% | 890 | -64 | -0.45% | Q1 2026 | May 04, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 13,954 | 697 | 0.29% | 0.27% | 892 | +1,219 | 9.57% | Q1 2026 | Apr 15, 2026 |
| CAMDEN NATIONAL BANK | History | No change | 13,989 | 697 | 0.09% | 0.1% | 891 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Lebenthal Global Advisors, LLC | History | Reduced | 13,951 | 696 | 0.1% | 0.11% | 893 | -289 | -2.03% | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 13,887 | 692 | 0.03% | 0.04% | 894 | -8,188 | -37.09% | Q1 2026 | Apr 28, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 13,883 | 692 | 0.2% | 0.23% | 895 | -3,000 | -17.77% | Q1 2026 | Apr 16, 2026 |
| Embree Financial Group | History | Added to | 13,687 | 682 | 0.08% | 0.08% | 896 | +78 | 0.57% | Q1 2026 | Apr 23, 2026 |
| RED REEF ADVISORS LLC | History | Reduced | 13,647 | 680 | 0.71% | 0.9% | 898 | -4,002 | -22.68% | Q1 2026 | May 12, 2026 |
| ADE, LLC | History | Reduced | 13,631 | 680 | 0.33% | 0.36% | 897 | -997 | -6.82% | Q1 2026 | May 14, 2026 |
| Polaris Investment Advisors, LLC | History | Reduced | 13,627 | 679 | 0.5% | 0.74% | 899 | -6,863 | -33.49% | Q1 2026 | Apr 21, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 13,578 | 677 | 0.02% | 0.02% | 900 | -744 | -5.19% | Q1 2026 | May 14, 2026 |
| MCF Advisors LLC | History | Reduced | 13,486 | 672 | 0.03% | 0.04% | 901 | -104 | -0.77% | Q1 2026 | May 11, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 13,388 | 671 | 0.18% | 0.18% | 902 | +36 | 0.27% | Q1 2026 | Apr 30, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 13,449 | 670 | 0.42% | 0.17% | 904 | -6,328 | -32.0% | Q1 2026 | May 01, 2026 |
| CONSCIOUS WEALTH INVESTMENTS, LLC | History | Added to | 13,337 | 670 | 0.37% | 0.4% | 903 | +6 | 0.05% | Q1 2026 | Apr 23, 2026 |
| Paladin Advisory Group, LLC | History | Added to | 13,416 | 669 | 0.51% | 0.49% | 905 | +164 | 1.24% | Q1 2026 | Apr 30, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 13,392 | 668 | 0.08% | 0.08% | 906 | -605 | -4.32% | Q1 2026 | Apr 15, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 13,366 | 666 | 0.06% | 0.08% | 907 | -4,509 | -25.23% | Q1 2026 | Apr 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 13,310 | 664 | 0.11% | 0.04% | 908 | +6,881 | 107.03% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 13,290 | 663 | 0.01% | 0.0% | 909 | +8,667 | 187.48% | Q1 2026 | Apr 23, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 13,273 | 662 | 0.22% | 0.21% | 910 | +591 | 4.66% | Q1 2026 | May 08, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 13,151 | 656 | 0.05% | 0.05% | 911 | +3,379 | 34.58% | Q1 2026 | Apr 16, 2026 |
| Benchmark Financial, LLC | History | No change | 13,158 | 656 | 0.59% | 0.66% | 912 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 13,039 | 650 | 0.15% | 0.09% | 913 | +5,440 | 71.59% | Q1 2026 | Apr 17, 2026 |
| LexAurum Advisors, LLC | History | New | 12,973 | 647 | 0.08% | — | 914 | +12,973 | New | Q1 2026 | Apr 13, 2026 |
| Brio Consultants, LLC | History | Reduced | 12,885 | 646 | 0.08% | 0.09% | 915 | -414 | -3.11% | Q1 2026 | May 06, 2026 |
| WESBANCO BANK INC | History | New | 12,925 | 644 | 0.02% | — | 916 | +12,925 | New | Q1 2026 | Apr 21, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | New | 12,915 | 644 | 0.09% | — | 917 | +12,915 | New | Q1 2026 | Apr 13, 2026 |
| HT Partners LLC | History | No change | 12,904 | 643 | 0.19% | 0.19% | 918 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| COOPERMAN LEON G | History | No change | 12,876 | 642 | 0.02% | 0.02% | 919 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 12,812 | 639 | 0.07% | 0.07% | 920 | +205 | 1.63% | Q1 2026 | Apr 30, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | New | 12,750 | 636 | 0.5% | — | 921 | +12,750 | New | Q1 2026 | May 04, 2026 |
| Stordahl Capital Management, Inc. | History | Added to | 12,718 | 634 | 0.13% | 0.12% | 922 | +1,531 | 13.69% | Q1 2026 | Apr 15, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 12,640 | 630 | 0.32% | 0.47% | 923 | -5,911 | -31.86% | Q1 2026 | Apr 15, 2026 |
| WFA of San Diego, LLC | History | Added to | 12,617 | 629 | 0.5% | 0.46% | 924 | +158 | 1.27% | Q1 2026 | May 11, 2026 |
| Core Wealth Advisors, Inc. | History | Reduced | 12,601 | 628 | 0.15% | 0.18% | 926 | -918 | -6.79% | Q1 2026 | May 15, 2026 |
| NewSquare Capital LLC | History | Added to | 12,595 | 628 | 0.05% | 0.05% | 925 | +506 | 4.19% | Q1 2026 | May 08, 2026 |
| Aspen Wealth Strategies, LLC | History | No change | 12,602 | 628 | 0.34% | 0.35% | 927 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 12,559 | 626 | 0.05% | 0.03% | 929 | +4,664 | 59.08% | Q1 2026 | Apr 30, 2026 |
| LANDAAS & CO /WI /ADV | History | Reduced | 12,562 | 626 | 0.14% | 0.14% | 928 | -375 | -2.9% | Q1 2026 | Apr 30, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Reduced | 12,472 | 622 | 0.08% | 0.09% | 930 | -500 | -3.85% | Q1 2026 | Apr 27, 2026 |
| Caldwell Trust Co | History | Added to | 12,482 | 622 | 0.06% | 0.05% | 931 | +197 | 1.6% | Q1 2026 | Apr 22, 2026 |
| Janney Capital Management LLC | History | No change | 12,329 | 620 | 0.04% | 0.04% | 932 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Andrews Advisory Associates, LLC | History | Added to | 12,412 | 619 | 0.33% | 0.12% | 934 | +7,799 | 169.07% | Q1 2026 | May 14, 2026 |
| OneAscent Financial Services LLC | History | Added to | 12,410 | 619 | 0.03% | 0.05% | 933 | +1,132 | 10.04% | Q1 2026 | Apr 21, 2026 |
| Lynx Investment Advisory | History | Added to | 12,366 | 616 | 0.29% | 0.25% | 935 | +3,412 | 38.11% | Q1 2026 | Apr 24, 2026 |
| Neumann Capital Management, LLC | History | Added to | 12,341 | 615 | 0.18% | 0.16% | 936 | +1,026 | 9.07% | Q1 2026 | Apr 13, 2026 |
| Faithward Advisors, LLC | History | No change | 12,232 | 610 | 0.09% | 0.09% | 937 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WRAPMANAGER INC | History | Added to | 12,194 | 608 | 0.21% | 0.1% | 938 | +6,573 | 116.94% | Q1 2026 | May 11, 2026 |
| Northstar Group, Inc. | History | Reduced | 12,188 | 608 | 0.09% | 0.09% | 939 | -996 | -7.55% | Q1 2026 | Apr 28, 2026 |
| Crews Bank & Trust | History | Reduced | 12,187 | 608 | 0.09% | 0.09% | 940 | -28 | -0.23% | Q1 2026 | May 13, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 12,170 | 607 | 0.08% | 0.14% | 942 | -9,678 | -44.3% | Q1 2026 | Apr 16, 2026 |
| Windward Private Wealth Management Inc. | History | Added to | 12,184 | 607 | 0.21% | 0.19% | 941 | +1,181 | 10.73% | Q1 2026 | May 06, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 12,182 | 607 | 0.07% | 0.07% | 943 | +741 | 6.48% | Q1 2026 | Apr 27, 2026 |
| PFW Advisors LLC | History | No change | 12,140 | 605 | 0.19% | 0.18% | 944 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 12,114 | 604 | 0.06% | 0.07% | 945 | -1,158 | -8.73% | Q1 2026 | Apr 27, 2026 |
| Sheridan Capital Management, LLC | History | Added to | 12,050 | 601 | 0.32% | 0.22% | 946 | +3,500 | 40.94% | Q1 2026 | Apr 28, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 11,985 | 597 | 0.02% | 0.01% | 947 | +4,963 | 70.68% | Q1 2026 | May 14, 2026 |
| Worth Asset Management, LLC | History | New | 11,954 | 596 | 0.22% | — | 948 | +11,954 | New | Q1 2026 | Apr 17, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 11,936 | 595 | 0.17% | 0.18% | 949 | -54 | -0.45% | Q1 2026 | Apr 30, 2026 |
| Procyon Advisors, LLC | History | Added to | 11,908 | 594 | 0.03% | 0.02% | 950 | +2,103 | 21.45% | Q1 2026 | May 04, 2026 |
| Smith Partners Wealth Management, LLC | History | No change | 11,842 | 590 | 0.53% | 0.55% | 951 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pacific Park Financial, Inc. | History | Added to | 11,812 | 589 | 0.38% | 0.37% | 952 | +93 | 0.79% | Q1 2026 | Apr 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 11,794 | 588 | 0.04% | 0.01% | 953 | +8,835 | 298.58% | Q1 2026 | May 01, 2026 |
| 4WEALTH ADVISORS, INC. | History | No change | 11,812 | 587 | 0.5% | 0.51% | 954 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 11,682 | 582 | 0.02% | 0.01% | 956 | +3,434 | 41.63% | Q1 2026 | May 14, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 11,682 | 582 | 0.09% | 0.1% | 955 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 11,648 | 581 | 0.01% | 0.01% | 957 | +1,045 | 9.86% | Q1 2026 | Apr 29, 2026 |
| WCG Wealth Advisors LLC | History | New | 11,622 | 579 | 0.02% | — | 958 | +11,622 | New | Q1 2026 | May 12, 2026 |
| Jordan Park Trust Co LLC | History | No change | 11,604 | 578 | 0.44% | 0.4% | 959 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 11,554 | 576 | 0.19% | 0.08% | 960 | +7,374 | 176.41% | Q1 2026 | Apr 17, 2026 |
| HSBC HOLDINGS PLC | History | No change | 11,497 | 573 | 0.0% | 0.0% | 961 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| True North Advisors, LLC | History | Added to | 11,430 | 570 | 0.06% | 0.05% | 962 | +4,000 | 53.84% | Q1 2026 | May 07, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 11,430 | 570 | 0.2% | 0.27% | 963 | -3,372 | -22.78% | Q1 2026 | May 13, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 11,441 | 570 | 0.12% | 0.12% | 964 | +60 | 0.53% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Advisors LLC | History | Reduced | 11,407 | 569 | 0.46% | 0.52% | 965 | -760 | -6.25% | Q1 2026 | May 01, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 11,401 | 568 | 0.07% | 0.08% | 966 | -1,296 | -10.21% | Q1 2026 | May 04, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 11,398 | 568 | 0.16% | 0.17% | 967 | -1,171 | -9.32% | Q1 2026 | Apr 15, 2026 |
| Signal Advisors Wealth, LLC | History | New | 11,252 | 561 | 0.04% | — | 970 | +11,252 | New | Q1 2026 | Apr 17, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 11,248 | 561 | 0.03% | 0.03% | 968 | -1,023 | -8.34% | Q1 2026 | Apr 29, 2026 |
| Carrera Capital Advisors | History | Reduced | 11,255 | 561 | 0.09% | 0.1% | 969 | -351 | -3.02% | Q1 2026 | May 04, 2026 |
| XML Financial, LLC | History | Added to | 11,242 | 560 | 0.05% | 0.03% | 971 | +3,316 | 41.84% | Q1 2026 | Apr 16, 2026 |
| Peak Wealth Management LLC | History | Added to | 11,214 | 559 | 0.46% | 0.47% | 972 | +137 | 1.24% | Q1 2026 | Apr 14, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 11,188 | 558 | 0.1% | 0.09% | 973 | +731 | 6.99% | Q1 2026 | Apr 17, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Added to | 11,150 | 556 | 0.29% | 0.28% | 974 | +1,286 | 13.04% | Q1 2026 | Apr 23, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 11,093 | 553 | 0.0% | 0.0% | 975 | -7,758 | -41.15% | Q1 2026 | May 15, 2026 |
| SouthState Bank Corp | History | Added to | 11,046 | 551 | 0.03% | 0.02% | 976 | +1 | 0.01% | Q1 2026 | May 05, 2026 |
| Westside Investment Management, Inc. | History | No change | 11,037 | 551 | 0.08% | 0.09% | 977 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 10,957 | 546 | 0.28% | 0.29% | 978 | +32 | 0.29% | Q1 2026 | May 15, 2026 |
| Edge Financial Advisors LLC | History | No change | 10,840 | 545 | 0.23% | 0.23% | 979 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Signature Equity Partners, LLC | History | Added to | 10,895 | 543 | 0.29% | 0.18% | 980 | +4,242 | 63.76% | Q1 2026 | May 13, 2026 |
| SoundView Advisors Inc. | History | New | 10,881 | 542 | 0.19% | — | 981 | +10,881 | New | Q1 2026 | May 01, 2026 |
| Broussard Financial Group LLC | History | Added to | 10,860 | 541 | 0.43% | 0.44% | 982 | +76 | 0.7% | Q1 2026 | Apr 29, 2026 |
| Holos Integrated Wealth LLC | History | No change | 10,800 | 540 | 0.27% | 0.3% | 983 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| M. Kulyk & Associates, LLC | History | Added to | 10,820 | 539 | 0.1% | 0.07% | 984 | +3,169 | 41.42% | Q1 2026 | May 06, 2026 |
| Cedarwood Wealth LLC | History | Added to | 10,782 | 537 | 0.54% | 0.56% | 985 | +790 | 7.91% | Q1 2026 | May 05, 2026 |
| Symmetry Partners, LLC | History | Added to | 10,755 | 536 | 0.03% | 0.03% | 986 | +1,204 | 12.61% | Q1 2026 | Apr 27, 2026 |
| Hyposwiss Advisors SA | History | No change | 10,736 | 535 | 0.53% | 0.53% | 987 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 10,650 | 531 | 0.35% | 0.37% | 988 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 10,589 | 528 | 0.3% | — | 990 | +10,589 | New | Q1 2026 | May 12, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 10,594 | 528 | 0.12% | 0.15% | 989 | -2,207 | -17.24% | Q1 2026 | May 05, 2026 |
| BDFS Capital LLC | History | Reduced | 10,521 | 524 | 0.25% | 0.27% | 991 | -60 | -0.57% | Q1 2026 | Apr 15, 2026 |
| Berman McAleer LLC | History | No change | 10,447 | 521 | 0.07% | 0.07% | 992 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 10,347 | 518 | 0.15% | 0.08% | 993 | +5,502 | 113.56% | Q1 2026 | Apr 20, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 10,315 | 514 | 0.49% | — | 994 | +10,315 | New | Q1 2026 | May 14, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 10,289 | 513 | 0.15% | 0.16% | 995 | -270 | -2.56% | Q1 2026 | May 20, 2026 |
| Sightline Wealth Advisors, LLC | History | New | 10,257 | 511 | 0.22% | — | 997 | +10,257 | New | Q1 2026 | Apr 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 10,262 | 511 | 0.01% | 0.01% | 996 | -381 | -3.58% | Q1 2026 | May 04, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 10,241 | 510 | 0.02% | 0.02% | 998 | -552 | -5.11% | Q1 2026 | Apr 20, 2026 |
| Neuberger Berman Group LLC | History | New | 10,152 | 506 | 0.0% | — | 1000 | +10,152 | New | Q1 2026 | May 14, 2026 |
| New Insight Wealth Advisors | History | Added to | 10,143 | 506 | 0.18% | 0.18% | 999 | +143 | 1.43% | Q1 2026 | May 07, 2026 |
| Curbstone Financial Management Corp | History | No change | 10,050 | 501 | 0.1% | 0.1% | 1001 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Trellis Wealth Advisors LLC | History | Added to | 9,987 | 498 | 0.19% | 0.15% | 1003 | +2,195 | 28.17% | Q1 2026 | Apr 15, 2026 |
| BFSG, LLC | History | Added to | 9,999 | 498 | 0.05% | 0.05% | 1002 | +722 | 7.78% | Q1 2026 | Apr 28, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 9,827 | 495 | 0.11% | 0.14% | 1004 | -1,944 | -16.52% | Q1 2026 | Apr 28, 2026 |
| CROBAN | History | Reduced | 9,895 | 493 | 0.23% | 0.33% | 1005 | -3,639 | -26.89% | Q1 2026 | May 12, 2026 |
| Atlas Legacy Advisors, LLC | History | Reduced | 9,863 | 492 | 0.09% | 0.09% | 1006 | -272 | -2.68% | Q1 2026 | May 11, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | No change | 9,827 | 490 | 0.41% | 0.41% | 1007 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quantum Financial Planning Services, Inc. | History | Added to | 9,756 | 486 | 0.17% | 0.17% | 1008 | +197 | 2.06% | Q1 2026 | Apr 14, 2026 |
| SpringVest Wealth Management LLC | History | No change | 9,752 | 486 | 0.33% | 0.34% | 1009 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MIDDLETON & CO INC/MA | History | Added to | 9,600 | 478 | 0.05% | 0.05% | 1010 | +500 | 5.49% | Q1 2026 | May 08, 2026 |
| Hummer Financial Advisory Services Inc | History | No change | 9,600 | 478 | 0.34% | 0.34% | 1011 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CWS Financial Advisors, LLC | History | New | 9,546 | 476 | 0.12% | — | 1012 | +9,546 | New | Q1 2026 | Apr 27, 2026 |
| Valley Financial Group, Inc. | History | Added to | 9,501 | 474 | 0.26% | 0.2% | 1013 | +2,537 | 36.43% | Q1 2026 | May 15, 2026 |
| Krilogy Financial LLC | History | New | 9,425 | 473 | 0.02% | — | 1014 | +9,425 | New | Q1 2026 | Apr 17, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 9,396 | 472 | 0.03% | 0.06% | 1015 | -9,951 | -51.43% | Q1 2026 | May 12, 2026 |
| Advisory Alpha, LLC | History | Added to | 9,459 | 471 | 0.01% | 0.01% | 1016 | +118 | 1.26% | Q1 2026 | May 14, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 9,362 | 470 | 0.02% | 0.02% | 1017 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 9,405 | 469 | 0.14% | — | 1020 | +9,405 | New | Q1 2026 | Apr 17, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 9,412 | 469 | 0.04% | 0.04% | 1018 | -734 | -7.23% | Q1 2026 | May 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 9,408 | 469 | 0.06% | 0.07% | 1019 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 9,362 | 467 | 0.01% | 0.01% | 1021 | -245 | -2.55% | Q1 2026 | May 13, 2026 |
| MAYPORT, LLC | History | New | 9,338 | 465 | 0.09% | — | 1023 | +9,338 | New | Q1 2026 | Apr 21, 2026 |
| HCR Wealth Advisors | History | No change | 9,334 | 465 | 0.05% | 0.05% | 1022 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bravera Wealth | History | Added to | 9,284 | 463 | 0.21% | 0.03% | 1024 | +8,054 | 654.8% | Q1 2026 | Apr 22, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 9,264 | 462 | 0.02% | 0.01% | 1026 | +3,624 | 64.26% | Q1 2026 | Apr 28, 2026 |
| Narus Financial Partners, LLC | History | Added to | 9,264 | 462 | 0.12% | 0.12% | 1025 | +563 | 6.47% | Q1 2026 | Apr 21, 2026 |
| Avestar Capital, LLC | History | No change | 9,225 | 460 | 0.03% | 0.03% | 1027 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Reduced | 9,162 | 457 | 0.15% | 0.15% | 1028 | -215 | -2.29% | Q1 2026 | Apr 21, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Reduced | 9,129 | 455 | 0.14% | 0.17% | 1029 | -2,317 | -20.24% | Q1 2026 | Apr 28, 2026 |
| Headlands Technologies LLC | History | New | 9,085 | 453 | 0.05% | — | 1030 | +9,085 | New | Q1 2026 | May 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 8,999 | 449 | 0.01% | — | 1032 | +8,999 | New | Q1 2026 | May 15, 2026 |
| Kane Co Wealth Management, Inc. | History | Reduced | 9,000 | 449 | 0.38% | 0.44% | 1031 | -1,000 | -10.0% | Q1 2026 | Apr 21, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 8,970 | 447 | 0.08% | 0.08% | 1033 | +48 | 0.54% | Q1 2026 | May 12, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 8,980 | 446 | 0.5% | 0.56% | 1034 | -2,378 | -20.94% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 8,903 | 444 | 0.01% | 0.0% | 1035 | +8,469 | 1951.38% | Q1 2026 | Apr 13, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 8,783 | 438 | 0.06% | 0.09% | 1036 | -2,263 | -20.49% | Q1 2026 | May 08, 2026 |
| Long Island Wealth Management, Inc. | History | Reduced | 8,737 | 435 | 0.2% | 0.22% | 1037 | -484 | -5.25% | Q1 2026 | Apr 21, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 8,668 | 432 | 0.05% | 0.05% | 1038 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 8,576 | 431 | 0.0% | 0.0% | 1039 | -956 | -10.03% | Q1 2026 | May 15, 2026 |
| Traveka Wealth, LLC | History | No change | 8,641 | 431 | 0.16% | 0.18% | 1040 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 8,612 | 429 | 0.02% | 0.06% | 1041 | -10,639 | -55.26% | Q1 2026 | Apr 30, 2026 |
| RMR Wealth Builders | History | No change | 8,611 | 429 | 0.03% | 0.03% | 1042 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NWF Advisory Services Inc. | History | Added to | 8,559 | 427 | 0.05% | 0.04% | 1043 | +2,242 | 35.49% | Q1 2026 | May 04, 2026 |
| LongView Wealth Management | History | Added to | 8,429 | 424 | 0.11% | 0.09% | 1045 | +1,208 | 16.73% | Q1 2026 | Apr 15, 2026 |
| EnRich Financial Partners LLC | History | Added to | 8,506 | 424 | 0.11% | 0.11% | 1044 | +803 | 10.42% | Q1 2026 | May 05, 2026 |
| CERTUITY, LLC | History | New | 8,462 | 422 | 0.03% | — | 1046 | +8,462 | New | Q1 2026 | May 11, 2026 |
| PlanVest Financial, Inc | History | New | 8,447 | 421 | 0.32% | — | 1047 | +8,447 | New | Q1 2026 | May 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 8,416 | 419 | 0.01% | 0.01% | 1048 | +1,807 | 27.34% | Q1 2026 | May 06, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | No change | 8,394 | 418 | 0.08% | 0.08% | 1049 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| First Citizens Financial Corp | History | Added to | 8,374 | 417 | 0.2% | 0.16% | 1051 | +1,894 | 29.23% | Q1 2026 | Apr 07, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 8,369 | 417 | 0.02% | 0.01% | 1050 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Keystone Financial Group | History | Added to | 8,221 | 410 | 0.03% | 0.03% | 1052 | +2 | 0.02% | Q1 2026 | May 13, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | Added to | 8,167 | 407 | 0.24% | 0.23% | 1053 | +6 | 0.07% | Q1 2026 | Apr 16, 2026 |
| BCR Wealth Strategies, LLC | History | New | 8,130 | 405 | 0.13% | — | 1054 | +8,130 | New | Q1 2026 | May 01, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | No change | 8,085 | 403 | 0.06% | 0.05% | 1055 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Shepherd Street Advisors LLC | History | No change | 8,085 | 403 | 0.4% | 0.39% | 1056 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| IFS Group,LLC | History | New | 8,072 | 402 | 0.36% | — | 1057 | +8,072 | New | Q1 2026 | May 18, 2026 |
| Latitude Advisors, LLC | History | Added to | 8,056 | 401 | 0.18% | 0.17% | 1058 | +563 | 7.51% | Q1 2026 | Apr 27, 2026 |
| Graetz Wealth LLC | History | New | 7,995 | 398 | 0.36% | — | 1059 | +7,995 | New | Q1 2026 | Apr 30, 2026 |
| Tandem Financial, LLC | History | New | 7,969 | 397 | 0.13% | — | 1060 | +7,969 | New | Q1 2026 | May 08, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 7,956 | 396 | 0.06% | 0.07% | 1061 | +18 | 0.23% | Q1 2026 | May 06, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 7,919 | 395 | 0.22% | 0.22% | 1062 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Navigoe, LLC | History | No change | 7,871 | 392 | 0.23% | 0.24% | 1063 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Roan Capital Partners | History | New | 7,840 | 391 | 0.36% | — | 1065 | +7,840 | New | Q1 2026 | Apr 15, 2026 |
| Moors & Cabot, Inc. | History | Added to | 7,846 | 391 | 0.02% | 0.02% | 1064 | +729 | 10.24% | Q1 2026 | May 08, 2026 |
| PATRON PARTNERS, LLC | History | No change | 7,824 | 390 | 0.17% | 0.18% | 1066 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 7,807 | 389 | 0.04% | 0.04% | 1067 | +2,308 | 41.97% | Q1 2026 | Apr 23, 2026 |
| Mason & Associates Inc | History | Reduced | 7,815 | 388 | 0.08% | 0.08% | 1068 | -1,059 | -11.93% | Q1 2026 | Apr 30, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 7,731 | 385 | 0.0% | 0.0% | 1069 | +118 | 1.55% | Q1 2026 | May 14, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 7,704 | 384 | 0.22% | 0.01% | 1071 | +7,318 | 1895.85% | Q1 2026 | May 14, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 7,698 | 384 | 0.02% | 0.02% | 1070 | -674 | -8.05% | Q1 2026 | Apr 24, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 7,582 | 378 | 0.05% | 0.12% | 1072 | -8,188 | -51.92% | Q1 2026 | Apr 28, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 7,477 | 376 | 0.03% | 0.03% | 1073 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Magnus Financial Group LLC | History | Reduced | 7,507 | 374 | 0.03% | 0.05% | 1074 | -5,171 | -40.79% | Q1 2026 | Apr 10, 2026 |
| Parallel Advisors, LLC | History | Added to | 7,411 | 369 | 0.01% | 0.01% | 1075 | +501 | 7.25% | Q1 2026 | Jun 02, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 7,414 | 369 | 0.3% | 0.32% | 1077 | +107 | 1.46% | Q1 2026 | May 15, 2026 |
| Wealth Management Nebraska | History | No change | 7,397 | 369 | 0.04% | 0.04% | 1076 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IRON Financial LLC | History | Added to | 7,354 | 366 | 0.16% | 0.17% | 1078 | +41 | 0.56% | Q1 2026 | Apr 27, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 7,335 | 365 | 0.02% | 0.02% | 1079 | 0 | 0.0% | Q1 2026 | Jun 08, 2026 |
| 55 North Private Wealth, LLC | History | Reduced | 7,277 | 363 | 0.09% | 0.1% | 1080 | -556 | -7.1% | Q1 2026 | Apr 17, 2026 |
| Erickson Financial Group, LLC | History | No change | 7,261 | 362 | 0.23% | 0.22% | 1081 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Olde Wealth Management, LLC | History | No change | 7,263 | 362 | 0.11% | 0.11% | 1082 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 7,232 | 360 | 0.1% | 0.1% | 1083 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Nilsine Partners, LLC | History | No change | 7,132 | 359 | 0.03% | 0.03% | 1084 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 7,148 | 356 | 0.1% | 0.11% | 1085 | -393 | -5.21% | Q1 2026 | May 14, 2026 |
| MEMBERS WEALTH LLC | History | No change | 7,060 | 356 | 0.21% | 0.22% | 1086 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 7,042 | 351 | 0.02% | 0.02% | 1087 | +40 | 0.57% | Q1 2026 | May 12, 2026 |
| Wayfinding Financial, LLC | History | Reduced | 7,025 | 350 | 0.15% | 0.15% | 1088 | -51 | -0.72% | Q1 2026 | May 12, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 7,004 | 349 | 0.06% | 0.07% | 1089 | -394 | -5.33% | Q1 2026 | Apr 30, 2026 |
| Nabity-Jensen Investment Management Inc | History | Reduced | 6,977 | 348 | 0.24% | 0.26% | 1090 | -677 | -8.85% | Q1 2026 | Apr 21, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 6,960 | 347 | 0.01% | 0.01% | 1091 | -5,065 | -42.12% | Q1 2026 | Apr 17, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | No change | 6,965 | 347 | 0.17% | 0.17% | 1092 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Next Level Wealth Planning, LLC | History | No change | 6,926 | 345 | 0.18% | 0.19% | 1093 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Reduced | 6,908 | 344 | 0.09% | 0.1% | 1094 | -400 | -5.47% | Q1 2026 | May 01, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Added to | 6,819 | 340 | 0.09% | 0.09% | 1095 | +356 | 5.51% | Q1 2026 | May 07, 2026 |
| Westfuller Advisors, LLC | History | Added to | 6,805 | 339 | 0.15% | 0.14% | 1096 | +38 | 0.56% | Q1 2026 | Apr 28, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 6,704 | 334 | 0.22% | 0.23% | 1097 | -851 | -11.26% | Q1 2026 | Apr 15, 2026 |
| Realta Investment Advisors | History | Added to | 6,690 | 333 | 0.12% | 0.09% | 1098 | +1,500 | 28.9% | Q1 2026 | Apr 22, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 6,675 | 333 | 0.16% | 0.15% | 1099 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Nolet Wealth Management, LLC | History | No change | 6,676 | 333 | 0.19% | 0.19% | 1100 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GDS Wealth Management | History | New | 6,664 | 332 | 0.02% | — | 1102 | +6,664 | New | Q1 2026 | Apr 27, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 6,670 | 332 | 0.02% | 0.02% | 1101 | -52 | -0.77% | Q1 2026 | May 21, 2026 |
| Balefire, LLC | History | No change | 6,601 | 329 | 0.06% | 0.06% | 1103 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 6,580 | 328 | 0.04% | 0.04% | 1104 | -87 | -1.3% | Q1 2026 | May 04, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 6,538 | 326 | 0.05% | 0.1% | 1105 | -5,666 | -46.43% | Q1 2026 | May 01, 2026 |
| Progressive Investment Management Corp | History | No change | 6,519 | 325 | 0.09% | 0.08% | 1106 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 6,470 | 322 | 0.06% | 0.06% | 1107 | -500 | -7.17% | Q1 2026 | May 15, 2026 |
| Round Rock Advisors LLC | History | No change | 6,432 | 320 | 0.05% | 0.05% | 1108 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BRIGHTON SECURITIES CORP. | History | Reduced | 6,398 | 319 | 0.15% | 0.18% | 1109 | -736 | -10.32% | Q1 2026 | Apr 29, 2026 |
| Braun-Bostich & Associates Inc. | History | New | 6,383 | 318 | 0.2% | — | 1111 | +6,383 | New | Q1 2026 | Apr 15, 2026 |
| CULTIVAR CAPITAL, INC. | History | No change | 6,375 | 318 | 0.2% | 0.2% | 1110 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Bill Few Associates, Inc. | History | No change | 6,334 | 316 | 0.08% | 0.08% | 1112 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 6,325 | 315 | 0.0% | 0.0% | 1113 | +22 | 0.35% | Q1 2026 | May 13, 2026 |
| Sterling Wealth Management, Inc. | History | No change | 6,323 | 315 | 0.09% | 0.09% | 1114 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Artesa Financial Group, LLC | History | Reduced | 6,277 | 313 | 0.3% | 0.38% | 1115 | -1,108 | -15.0% | Q1 2026 | Apr 21, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 6,256 | 312 | 0.07% | 0.11% | 1118 | -3,466 | -35.65% | Q1 2026 | Apr 15, 2026 |
| Ancora Advisors LLC | History | Reduced | 6,261 | 312 | 0.01% | 0.01% | 1116 | -1,404 | -18.32% | Q1 2026 | May 15, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | No change | 6,255 | 312 | 0.14% | 0.15% | 1117 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wealth Management Associates, Inc. | History | New | 6,247 | 311 | 0.11% | — | 1120 | +6,247 | New | Q1 2026 | May 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 6,261 | 311 | 0.02% | 0.01% | 1119 | +20 | 0.32% | Q1 2026 | Apr 24, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 6,119 | 305 | 0.02% | 0.02% | 1121 | +472 | 8.36% | Q1 2026 | Apr 22, 2026 |
| Activest Wealth Management | History | Added to | 6,109 | 304 | 0.05% | 0.06% | 1122 | +40 | 0.66% | Q1 2026 | Apr 15, 2026 |
| Hershey Financial Advisers, LLC | History | Added to | 6,099 | 304 | 0.26% | 0.26% | 1123 | +9 | 0.15% | Q1 2026 | May 06, 2026 |
| Independent Wealth Network Inc. | History | Added to | 6,086 | 303 | 0.09% | 0.09% | 1125 | +155 | 2.61% | Q1 2026 | Apr 20, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 6,084 | 303 | 0.05% | 0.05% | 1124 | +81 | 1.35% | Q1 2026 | Apr 17, 2026 |
| Keel Point, LLC | History | Added to | 6,060 | 302 | 0.02% | 0.02% | 1126 | +17 | 0.28% | Q1 2026 | May 29, 2026 |
| Hayek Kallen Investment Management | History | New | 6,007 | 300 | 0.1% | — | 1127 | +6,007 | New | Q1 2026 | May 15, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 6,013 | 299 | 0.08% | 0.04% | 1130 | +3,242 | 117.0% | Q1 2026 | Apr 20, 2026 |
| Concord Wealth Partners | History | Added to | 6,012 | 299 | 0.04% | 0.03% | 1129 | +1,961 | 48.41% | Q1 2026 | May 01, 2026 |
| Apex Wealth Management, LLC | History | Added to | 6,010 | 299 | 0.21% | 0.31% | 1131 | +32 | 0.54% | Q1 2026 | Apr 15, 2026 |
| American Financial Advisors, LLC | History | Added to | 6,007 | 299 | 0.04% | 0.04% | 1128 | +10 | 0.17% | Q1 2026 | May 13, 2026 |
| Leverty Financial Group, LLC | History | Added to | 5,974 | 298 | 0.07% | 0.06% | 1133 | +773 | 14.86% | Q1 2026 | Apr 09, 2026 |
| Trinity Wealth Management, LLC | History | No change | 5,974 | 298 | 0.11% | 0.11% | 1132 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MB Generational Wealth, LLC | History | No change | 5,958 | 297 | 0.16% | 0.16% | 1134 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Global Financial Private Client, LLC | History | No change | 5,968 | 297 | 0.1% | 0.11% | 1135 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Rise Advisors, LLC | History | Added to | 5,908 | 294 | 0.1% | 0.11% | 1136 | +34 | 0.58% | Q1 2026 | Apr 03, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | New | 5,875 | 293 | 0.23% | — | 1139 | +5,875 | New | Q1 2026 | May 12, 2026 |
| ARWA LLC | History | New | 5,838 | 293 | 0.15% | — | 1140 | +5,838 | New | Q1 2026 | Apr 13, 2026 |
| Wells Financial Advisors INC | History | No change | 5,880 | 293 | 1.33% | 0.56% | 1137 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 5,889 | 293 | 0.17% | 0.17% | 1138 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 5,836 | 291 | 0.06% | 0.07% | 1141 | -687 | -10.53% | Q1 2026 | May 15, 2026 |
| Dogwood Wealth Management LLC | History | No change | 5,840 | 291 | 0.13% | 0.13% | 1142 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 5,826 | 290 | 0.15% | 0.14% | 1143 | +939 | 19.21% | Q1 2026 | Apr 24, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | New | 5,762 | 287 | 0.04% | — | 1144 | +5,762 | New | Q1 2026 | Apr 30, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 5,740 | 286 | 0.01% | 0.01% | 1145 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Added to | 5,732 | 285 | 0.15% | 0.11% | 1147 | +490 | 9.35% | Q1 2026 | Apr 13, 2026 |
| Whalen Wealth Management Inc. | History | Reduced | 5,727 | 285 | 0.15% | 0.16% | 1148 | -172 | -2.92% | Q1 2026 | Apr 13, 2026 |
| Towerpoint Wealth, LLC | History | No change | 5,732 | 285 | 0.12% | 0.11% | 1146 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 5,667 | 284 | 0.04% | 0.02% | 1149 | +3,683 | 185.64% | Q1 2026 | May 06, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 5,676 | 283 | 0.04% | 0.1% | 1150 | -8,688 | -60.48% | Q1 2026 | Apr 20, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 5,662 | 282 | 0.03% | 0.02% | 1151 | +1,685 | 42.37% | Q1 2026 | May 04, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 5,616 | 280 | 0.01% | 0.01% | 1152 | -834 | -12.93% | Q1 2026 | Apr 16, 2026 |
| Hills Bank & Trust Co | History | No change | 5,614 | 280 | 0.01% | 0.02% | 1153 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Pioneer Wealth Management Group | History | No change | 5,614 | 280 | 0.08% | 0.09% | 1154 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 5,562 | 277 | 0.14% | 0.15% | 1155 | -1,665 | -23.04% | Q1 2026 | Jun 01, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 5,555 | 277 | 0.09% | 0.09% | 1156 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| 1832 Asset Management L.P. | History | No change | 5,536 | 276 | 0.0% | 0.0% | 1157 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PAX Financial Group, LLC | History | Added to | 5,525 | 275 | 0.05% | 0.05% | 1158 | +119 | 2.2% | Q1 2026 | Apr 27, 2026 |
| Falcon Wealth Planning | History | Added to | 5,516 | 275 | 0.02% | 0.02% | 1159 | +11 | 0.2% | Q1 2026 | Apr 20, 2026 |
| Bridgewater Advisors Inc. | History | New | 5,474 | 274 | 0.02% | — | 1160 | +5,474 | New | Q1 2026 | May 14, 2026 |
| Richmond Investment Services, LLC | History | New | 5,489 | 273 | 0.04% | — | 1161 | +5,489 | New | Q1 2026 | Apr 29, 2026 |
| Intrua Financial, LLC | History | Added to | 5,460 | 272 | 0.03% | 0.03% | 1164 | +200 | 3.8% | Q1 2026 | Apr 23, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 5,465 | 272 | 0.02% | 0.02% | 1162 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| LCNB CORP | History | No change | 5,468 | 272 | 0.09% | 0.09% | 1163 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ruggaard & Associates LLC | History | No change | 5,440 | 271 | 0.11% | 0.11% | 1165 | 0 | 0.0% | Q1 2026 | May 26, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 5,402 | 269 | 0.0% | — | 1166 | +5,402 | New | Q1 2026 | May 04, 2026 |
| Hamrick Investment Counsel, llc | History | Added to | 5,386 | 268 | 0.15% | 0.13% | 1169 | +2,000 | 59.07% | Q1 2026 | May 11, 2026 |
| Verisail Partners, LLC | History | Reduced | 5,389 | 268 | 0.11% | 0.12% | 1168 | -591 | -9.88% | Q1 2026 | Apr 20, 2026 |
| Aspen Wealth Management LLC | History | Added to | 5,372 | 268 | 0.05% | 0.06% | 1167 | +30 | 0.56% | Q1 2026 | Apr 01, 2026 |
| Northland Capital Management LLC | History | No change | 5,360 | 267 | 0.15% | 0.15% | 1170 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Colonial Trust Co / SC | History | Reduced | 5,342 | 266 | 0.04% | 0.04% | 1171 | -42 | -0.78% | Q1 2026 | May 12, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 5,257 | 264 | 0.03% | 0.08% | 1174 | -6,637 | -55.8% | Q1 2026 | Apr 22, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 5,307 | 264 | 0.01% | 0.01% | 1172 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Accredited Investors Inc. | History | No change | 5,308 | 264 | 0.01% | 0.01% | 1173 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 5,291 | 263 | 0.07% | 0.07% | 1175 | +201 | 3.95% | Q1 2026 | May 11, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Added to | 5,240 | 261 | 0.06% | 0.06% | 1176 | +652 | 14.21% | Q1 2026 | May 13, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 5,187 | 260 | 0.09% | 0.1% | 1177 | +150 | 2.98% | Q1 2026 | May 08, 2026 |
| Summit Wealth Partners, LLC | History | New | 5,209 | 259 | 0.04% | — | 1179 | +5,209 | New | Q1 2026 | Apr 17, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 5,204 | 259 | 0.11% | 0.11% | 1178 | +6 | 0.12% | Q1 2026 | Apr 20, 2026 |
| SEVEN MILE ADVISORY | History | New | 5,188 | 258 | 0.19% | — | 1182 | +5,188 | New | Q1 2026 | Apr 14, 2026 |
| Kera Capital Partners, Inc. | History | Reduced | 5,182 | 258 | 0.03% | 0.03% | 1181 | -16 | -0.31% | Q1 2026 | May 06, 2026 |
| Duncan Williams Asset Management, LLC | History | No change | 5,175 | 258 | 0.07% | 0.06% | 1180 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sovran Advisors, LLC | History | Added to | 5,110 | 257 | 0.02% | 0.02% | 1184 | +642 | 14.37% | Q1 2026 | May 01, 2026 |
| Mokosak Advisory Group, LLC | History | Added to | 5,153 | 257 | 0.06% | 0.06% | 1183 | +29 | 0.57% | Q1 2026 | Apr 28, 2026 |
| Creative Capital Management Investments LLC | History | No change | 5,133 | 256 | 0.07% | 0.08% | 1185 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GLR Partners, LLC | History | New | 5,125 | 255 | 0.14% | — | 1186 | +5,125 | New | Q1 2026 | May 13, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 5,074 | 253 | 0.09% | 0.1% | 1187 | -909 | -15.19% | Q1 2026 | Apr 08, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 5,065 | 252 | 0.02% | 0.13% | 1188 | +635 | 14.33% | Q1 2026 | Apr 16, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 5,040 | 251 | 0.17% | 0.16% | 1190 | +412 | 8.9% | Q1 2026 | Apr 13, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 5,034 | 251 | 0.05% | 0.06% | 1189 | -198 | -3.78% | Q1 2026 | Apr 30, 2026 |
| TME FINANCIAL, INC. | History | Added to | 5,045 | 251 | 0.17% | 0.18% | 1191 | +28 | 0.56% | Q1 2026 | May 12, 2026 |
| Crew Capital Management, Ltd | History | New | 5,029 | 250 | 0.17% | — | 1192 | +5,029 | New | Q1 2026 | Apr 22, 2026 |
| Capital Asset Managemnet, LLC | History | Added to | 4,964 | 247 | 0.28% | 0.27% | 1193 | +28 | 0.57% | Q1 2026 | Apr 14, 2026 |
| IMC-Chicago, LLC | History | New | 4,944 | 246 | 0.0% | — | 1196 | +4,944 | New | Q1 2026 | May 05, 2026 |
| Lodestone Wealth Management LLC | History | No change | 4,950 | 246 | 0.1% | 0.1% | 1194 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Briggs Wealth Management, Inc | History | No change | 4,938 | 246 | 0.26% | 0.27% | 1195 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Blom & Howell Financial Planning, Inc. | History | Reduced | 4,913 | 245 | 0.24% | 0.26% | 1199 | -281 | -5.41% | Q1 2026 | Jul 10, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 4,914 | 245 | 0.05% | 0.06% | 1197 | -200 | -3.91% | Q1 2026 | May 14, 2026 |
| Cooksen Wealth, LLC | History | No change | 4,925 | 245 | 0.18% | 0.18% | 1198 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 4,899 | 244 | 0.02% | 0.02% | 1200 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 4,804 | 239 | 0.11% | 0.12% | 1202 | -514 | -9.67% | Q1 2026 | Apr 27, 2026 |
| General Partner, Inc. | History | No change | 4,808 | 239 | 0.15% | 0.14% | 1201 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Level Financial Advisors | History | No change | 4,771 | 238 | 0.06% | 0.06% | 1203 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| KPP Advisory Services LLC | History | No change | 4,764 | 237 | 0.03% | 0.03% | 1204 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Meridian Financial Advisors, LLC | History | New | 4,712 | 235 | 0.13% | — | 1206 | +4,712 | New | Q1 2026 | Apr 21, 2026 |
| Downshift Financial, LLC | History | Added to | 4,669 | 235 | 0.12% | 0.13% | 1205 | +355 | 8.23% | Q1 2026 | Apr 29, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | Added to | 4,635 | 231 | 0.32% | 0.32% | 1209 | +68 | 1.49% | Q1 2026 | May 15, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 4,650 | 231 | 0.02% | 0.02% | 1207 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 4,602 | 231 | 0.02% | 0.02% | 1208 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 4,625 | 230 | 0.0% | 0.0% | 1210 | -54 | -1.15% | Q1 2026 | Apr 16, 2026 |
| Bison Wealth, LLC | History | No change | 4,597 | 230 | 0.02% | 0.03% | 1211 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 4,597 | 229 | 0.05% | 0.05% | 1212 | 0 | 0.0% | Q1 2026 | Jun 24, 2026 |
| Opulen Financial Group LLC | History | New | 4,570 | 228 | 0.16% | — | 1213 | +4,570 | New | Q1 2026 | Apr 29, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 4,546 | 226 | 0.02% | 0.01% | 1214 | +2,896 | 175.52% | Q1 2026 | Apr 15, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | No change | 4,544 | 226 | 0.02% | 0.02% | 1215 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sowell Financial Services LLC | History | Added to | 4,525 | 225 | 0.01% | 0.01% | 1216 | +154 | 3.52% | Q1 2026 | Apr 20, 2026 |
| Burk Holdings LLC | History | Reduced | 4,490 | 224 | 0.1% | 0.12% | 1218 | -599 | -11.77% | Q1 2026 | May 07, 2026 |
| CITIZENS & NORTHERN CORP | History | No change | 4,503 | 224 | 0.06% | 0.06% | 1217 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Oakmont Advisory Group, LLC | History | New | 4,456 | 222 | 0.23% | — | 1222 | +4,456 | New | Q1 2026 | May 12, 2026 |
| Kendall Capital Management | History | Reduced | 4,467 | 222 | 0.05% | 0.05% | 1219 | -671 | -13.06% | Q1 2026 | Apr 24, 2026 |
| Innovative Wealth Building LLC | History | Reduced | 4,462 | 222 | 0.16% | 0.16% | 1221 | -38 | -0.84% | Q1 2026 | May 01, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 4,467 | 222 | 0.04% | 0.05% | 1220 | +1 | 0.02% | Q1 2026 | May 01, 2026 |
| Morton Capital Management LLC/CA | History | Reduced | 4,432 | 221 | 0.03% | 0.07% | 1224 | -4,234 | -48.86% | Q1 2026 | Apr 21, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 4,436 | 221 | 0.02% | 0.03% | 1223 | -3,048 | -40.73% | Q1 2026 | May 11, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 4,426 | 220 | 0.02% | 0.02% | 1225 | -563 | -11.28% | Q1 2026 | May 07, 2026 |
| SFM, LLC | History | No change | 4,426 | 220 | 0.13% | 0.13% | 1226 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 4,400 | 219 | 0.02% | 0.03% | 1227 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Opus Financial Solutions LLC | History | No change | 4,374 | 218 | 0.21% | 0.21% | 1228 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | No change | 4,351 | 217 | 0.01% | 0.01% | 1229 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BCS Wealth Management | History | Reduced | 4,344 | 216 | 0.04% | 0.04% | 1230 | -4,344 | -50.0% | Q1 2026 | Apr 17, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | New | 4,334 | 216 | 0.0% | — | 1231 | +4,334 | New | Q1 2026 | May 11, 2026 |
| Successful Portfolios LLC | History | Added to | 4,303 | 214 | 0.12% | 0.11% | 1232 | +194 | 4.72% | Q1 2026 | Apr 13, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | New | 4,270 | 213 | 0.01% | — | 1233 | +4,270 | New | Q1 2026 | Apr 17, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 4,233 | 212 | 0.03% | 0.03% | 1234 | +36 | 0.86% | Q1 2026 | Apr 16, 2026 |
| GM Advisory Group, LLC | History | New | 4,219 | 210 | 0.01% | — | 1235 | +4,219 | New | Q1 2026 | Apr 28, 2026 |
| Comprehensive Money Management Services LLC | History | New | 4,210 | 210 | 0.14% | — | 1236 | +4,210 | New | Q1 2026 | Apr 23, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Added to | 4,158 | 207 | 0.09% | 0.11% | 1237 | +161 | 4.03% | Q1 2026 | Apr 28, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | New | 4,126 | 205 | 0.06% | — | 1239 | +4,126 | New | Q1 2026 | Apr 15, 2026 |
| Arsenal Capital Advisors LLC | History | Added to | 4,124 | 205 | 0.15% | 0.15% | 1238 | +24 | 0.59% | Q1 2026 | May 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 4,080 | 203 | 0.01% | — | 1242 | +4,080 | New | Q1 2026 | Apr 20, 2026 |
| CAPITAL ADVISORS INC/OK | History | New | 4,069 | 203 | 0.0% | — | 1241 | +4,069 | New | Q1 2026 | Apr 27, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 4,076 | 203 | 0.04% | 0.04% | 1240 | -32 | -0.78% | Q1 2026 | Apr 08, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 4,020 | 200 | 0.01% | 0.01% | 1243 | +5 | 0.12% | Q1 2026 | Apr 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 3,969 | 198 | 0.03% | 0.01% | 1244 | +2,620 | 194.22% | Q1 2026 | Apr 24, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 3,931 | 196 | 0.02% | — | 1245 | +3,931 | New | Q1 2026 | Apr 20, 2026 |
| Financial Perspectives, Inc | History | Added to | 3,921 | 195 | 0.05% | 0.05% | 1246 | +10 | 0.26% | Q1 2026 | May 11, 2026 |
| IMA Advisory Services, Inc. | History | No change | 3,889 | 194 | 0.02% | 0.02% | 1247 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TSFG, LLC | History | Added to | 3,871 | 193 | 0.03% | 0.02% | 1248 | +1,532 | 65.5% | Q1 2026 | Apr 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 3,816 | 190 | 0.0% | 0.01% | 1249 | -30,820 | -88.98% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Reduced | 3,800 | 189 | 0.54% | 0.08% | 1250 | -34,574 | -90.1% | Q1 2026 | May 12, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 3,666 | 182 | 0.04% | 0.03% | 1251 | +996 | 37.3% | Q1 2026 | May 01, 2026 |
| LRI Investments, LLC | History | Reduced | 3,589 | 179 | 0.02% | 0.02% | 1252 | -1,004 | -21.86% | Q1 2026 | Apr 30, 2026 |
| Fairscale Capital, LLC | History | No change | 3,549 | 177 | 0.12% | 0.12% | 1253 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ORG Partners LLC | History | No change | 3,301 | 166 | 0.03% | 0.03% | 1254 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Synergy Investment Management, LLC | History | New | 3,293 | 164 | 0.05% | — | 1255 | +3,293 | New | Q1 2026 | May 14, 2026 |
| 10Elms LLP | History | No change | 2,830 | 141 | 0.09% | 0.13% | 1256 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 2,818 | 140 | 0.14% | 0.15% | 1257 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 2,762 | 138 | 0.0% | 0.0% | 1258 | +1,652 | 148.83% | Q1 2026 | May 14, 2026 |
| Financial Freedom, LLC | History | Reduced | 2,737 | 136 | 0.07% | 0.26% | 1260 | -7,774 | -73.96% | Q1 2026 | Apr 30, 2026 |
| Abound Wealth Management | History | Added to | 2,737 | 136 | 0.03% | 0.03% | 1259 | +357 | 15.0% | Q1 2026 | Apr 10, 2026 |
| Millstone Evans Group, LLC | History | No change | 2,710 | 135 | 0.08% | 0.08% | 1261 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CENTRAL TRUST Co | History | Reduced | 2,577 | 128 | 0.0% | 0.0% | 1262 | -235 | -8.36% | Q1 2026 | Apr 17, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 2,555 | 127 | 0.01% | 0.01% | 1263 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Versant Capital Management, Inc | History | Reduced | 2,424 | 120 | 0.01% | 0.02% | 1264 | -1,028 | -29.78% | Q1 2026 | Apr 06, 2026 |
| Centennial Bank/AR/ | History | No change | 2,333 | 116 | 0.04% | 0.05% | 1265 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| EASTERN BANK | History | Reduced | 2,287 | 114 | 0.0% | 0.0% | 1266 | -1,586 | -40.95% | Q1 2026 | Apr 07, 2026 |
| Addison Advisors LLC | History | No change | 2,208 | 110 | 0.02% | 0.02% | 1267 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 2,169 | 108 | 0.0% | — | 1268 | +2,169 | New | Q1 2026 | Apr 14, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 2,092 | 104 | 0.03% | 0.03% | 1269 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 2,067 | 103 | 0.06% | 0.07% | 1270 | +12 | 0.58% | Q1 2026 | Apr 07, 2026 |
| Crewe Advisors LLC | History | Reduced | 2,035 | 101 | 0.01% | 0.03% | 1271 | -3,676 | -64.37% | Q1 2026 | May 07, 2026 |
| DAGCO, INC. | History | Added to | 2,040 | 101 | 0.02% | 0.02% | 1272 | +12 | 0.59% | Q1 2026 | Apr 20, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | No change | 2,035 | 101 | 0.06% | 0.07% | 1273 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pandora Wealth, Inc. | History | No change | 2,000 | 100 | 0.06% | 0.06% | 1274 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 2,000 | 99 | 0.04% | — | 1277 | +2,000 | New | Q1 2026 | Apr 14, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,985 | 99 | 0.0% | 0.0% | 1275 | +104 | 5.53% | Q1 2026 | Apr 27, 2026 |
| Covestor Ltd | History | Added to | 1,985 | 99 | 0.07% | 0.05% | 1276 | +84 | 4.42% | Q1 2026 | May 05, 2026 |
| Clean Yield Group | History | No change | 1,974 | 98 | 0.03% | 0.03% | 1278 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Bollard Group LLC | History | Added to | 1,878 | 94 | 0.0% | 0.0% | 1279 | +11 | 0.59% | Q1 2026 | May 14, 2026 |
| New Millennium Group LLC | History | No change | 1,841 | 92 | 0.04% | 0.04% | 1280 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 1,825 | 91 | 0.08% | 0.08% | 1281 | +38 | 2.13% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO | History | Reduced | 1,807 | 90 | 0.0% | 0.0% | 1282 | -3,630 | -66.76% | Q1 2026 | Apr 28, 2026 |
| CITY HOLDING CO | History | No change | 1,617 | 80 | 0.01% | 0.01% | 1283 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Princeton Global Asset Management LLC | History | No change | 1,580 | 78 | 0.01% | 0.01% | 1284 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Triumph Capital Management | History | Added to | 1,397 | 69 | 0.01% | 0.0% | 1286 | +1,213 | 659.24% | Q1 2026 | May 13, 2026 |
| Johnson Financial Group, Inc. | History | No change | 1,400 | 69 | 0.0% | 0.0% | 1285 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,368 | 68 | 0.0% | 0.02% | 1288 | -26,693 | -95.12% | Q1 2026 | Apr 20, 2026 |
| Bogart Wealth, LLC | History | Reduced | 1,371 | 68 | 0.0% | 0.0% | 1287 | -501 | -26.76% | Q1 2026 | Apr 28, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 1,330 | 66 | 0.03% | 0.04% | 1289 | -12 | -0.89% | Q1 2026 | May 04, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 1,298 | 64 | 0.0% | 0.01% | 1290 | -2,477 | -65.62% | Q1 2026 | Apr 27, 2026 |
| Heritage Wealth Advisors | History | Reduced | 1,288 | 64 | 0.0% | 0.0% | 1291 | -49 | -3.66% | Q1 2026 | May 13, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 1,241 | 61 | 0.1% | — | 1293 | +1,241 | New | Q1 2026 | May 04, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | Reduced | 1,232 | 61 | 0.05% | 0.07% | 1292 | -572 | -31.71% | Q1 2026 | May 12, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Added to | 1,175 | 58 | 0.02% | 0.01% | 1294 | +400 | 51.61% | Q1 2026 | Apr 07, 2026 |
| Coston, McIsaac & Partners | History | Added to | 1,125 | 56 | 0.01% | 0.01% | 1295 | +6 | 0.54% | Q1 2026 | Apr 22, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 1,100 | 54 | 0.02% | 0.02% | 1296 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 1,078 | 53 | 0.03% | 0.02% | 1298 | +526 | 95.29% | Q1 2026 | May 15, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 1,081 | 53 | 0.0% | 0.0% | 1297 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Security National Bank | History | Reduced | 1,058 | 52 | 0.01% | 0.01% | 1299 | -507 | -32.4% | Q1 2026 | Apr 16, 2026 |
| Longview Financial Advisors LLC | History | No change | 1,035 | 51 | 0.03% | 0.03% | 1300 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 1,036 | 50 | 0.01% | — | 1305 | +1,036 | New | Q1 2026 | May 08, 2026 |
| Asset Dedication, LLC | History | New | 1,014 | 50 | 0.0% | — | 1304 | +1,014 | New | Q1 2026 | May 29, 2026 |
| LGT Financial Advisors LLC | History | Reduced | 1,008 | 50 | 0.26% | 0.31% | 1301 | -2 | -0.2% | Q1 2026 | Apr 28, 2026 |
| Ransom Advisory, Ltd | History | No change | 1,000 | 50 | 0.02% | 0.02% | 1302 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 1,020 | 50 | 0.05% | 0.05% | 1303 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JPL Wealth Management, LLC | History | New | 993 | 49 | 0.01% | — | 1308 | +993 | New | Q1 2026 | May 08, 2026 |
| Rossmore Private Capital | History | No change | 1,000 | 49 | 0.0% | 0.0% | 1306 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| City State Bank | History | No change | 991 | 49 | 0.01% | 0.01% | 1307 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 980 | 48 | 0.02% | — | 1309 | +980 | New | Q1 2026 | May 07, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 925 | 46 | 0.02% | 0.01% | 1310 | +500 | 117.65% | Q1 2026 | Apr 23, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 900 | 45 | 0.03% | 0.03% | 1311 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 867 | 43 | 0.01% | 0.01% | 1312 | -543 | -38.51% | Q1 2026 | May 20, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 794 | 40 | 0.0% | 0.0% | 1313 | -603 | -43.16% | Q1 2026 | May 01, 2026 |
| Transce3nd, LLC | History | Reduced | 811 | 40 | 0.36% | 0.4% | 1314 | -178 | -18.0% | Q1 2026 | May 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 778 | 38 | 0.0% | — | 1315 | +773 | 15460.0% | Q1 2026 | May 11, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 707 | 35 | 0.02% | 0.02% | 1316 | +5 | 0.71% | Q1 2026 | Apr 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 675 | 33 | 0.0% | 0.03% | 1318 | -5,055 | -88.22% | Q1 2026 | Apr 28, 2026 |
| NEPC LLC | History | No change | 675 | 33 | 0.0% | 0.0% | 1317 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Nemes Rush Group LLC | History | No change | 629 | 31 | 0.0% | 0.0% | 1319 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NBT BANK N A /NY | History | No change | 560 | 27 | 0.0% | 0.0% | 1320 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Smallwood Wealth Investment Management, LLC | History | New | 519 | 25 | 0.01% | — | 1322 | +519 | New | Q1 2026 | Apr 22, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 511 | 25 | 0.0% | 0.0% | 1321 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Dunhill Financial, LLC | History | Reduced | 497 | 24 | 0.01% | 0.01% | 1325 | -511 | -50.69% | Q1 2026 | May 06, 2026 |
| Avalon Trust Co | History | Reduced | 497 | 24 | 0.0% | 0.0% | 1324 | -497 | -50.0% | Q1 2026 | May 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 492 | 24 | 0.0% | 0.0% | 1323 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 453 | 23 | 0.01% | 0.01% | 1326 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 470 | 23 | 0.01% | 0.01% | 1327 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| United Financial Planning Group LLC | History | New | 458 | 22 | 0.01% | — | 1328 | +458 | New | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | Reduced | 424 | 21 | 0.0% | 0.0% | 1329 | -1,035 | -70.94% | Q1 2026 | May 15, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 438 | 21 | 0.01% | — | 1330 | +438 | New | Q1 2026 | Apr 21, 2026 |
| Pflug Koory, LLC | History | Added to | 417 | 20 | 0.01% | 0.01% | 1331 | +2 | 0.48% | Q1 2026 | Apr 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 400 | 19 | 0.0% | — | 1332 | +400 | New | Q1 2026 | May 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 357 | 17 | 0.0% | 0.0% | 1333 | -136 | -27.59% | Q1 2026 | Apr 14, 2026 |
| Investors Research Corp | History | Reduced | 320 | 15 | 0.0% | 0.01% | 1334 | -320 | -50.0% | Q1 2026 | Apr 03, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 318 | 15 | 0.0% | 0.0% | 1335 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Networth Advisors, LLC | History | No change | 304 | 15 | 0.01% | 0.01% | 1336 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| My Portfolio Guide, LLC | History | New | 300 | 14 | 0.01% | — | 1338 | +300 | New | Q1 2026 | May 05, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 294 | 14 | 0.01% | 0.01% | 1337 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 271 | 13 | 0.01% | 0.01% | 1339 | +2 | 0.74% | Q1 2026 | Apr 21, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 260 | 12 | 0.0% | — | 1343 | +260 | New | Q1 2026 | May 07, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 253 | 12 | 0.0% | 0.0% | 1342 | +222 | 716.13% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 252 | 12 | 0.0% | 0.0% | 1341 | -108 | -30.0% | Q1 2026 | May 15, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 250 | 12 | 0.01% | 0.01% | 1340 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 230 | 11 | 0.0% | 0.0% | 1344 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Strive Financial Group ,LLC | History | No change | 223 | 11 | 0.01% | 0.01% | 1345 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quent Capital, LLC | History | Reduced | 188 | 9 | 0.0% | 0.0% | 1346 | -39 | -17.18% | Q1 2026 | Apr 28, 2026 |
| Sunbelt Securities, Inc. | History | No change | 162 | 8 | 0.0% | 0.0% | 1347 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 159 | 7 | 0.01% | 0.01% | 1348 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 140 | 6 | 0.0% | — | 1353 | +140 | New | Q1 2026 | Apr 08, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Reduced | 138 | 6 | 0.0% | 0.0% | 1351 | -78 | -36.11% | Q1 2026 | May 07, 2026 |
| Winthrop Capital Management, LLC | History | No change | 114 | 6 | 0.0% | 0.0% | 1349 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 125 | 6 | 0.0% | 0.0% | 1350 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BAYBAN | History | No change | 125 | 6 | 0.01% | 0.01% | 1352 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NBC SECURITIES, INC. | History | New | 102 | 5 | 0.0% | — | 1356 | +102 | New | Q1 2026 | Apr 14, 2026 |
| MOTCO | History | No change | 113 | 5 | 0.0% | 0.0% | 1354 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 108 | 5 | 0.0% | 0.0% | 1355 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Graney & King, LLC | History | Added to | 81 | 4 | 0.0% | 0.0% | 1358 | +1 | 1.25% | Q1 2026 | May 18, 2026 |
| SITTNER & NELSON, LLC | History | No change | 90 | 4 | 0.0% | 0.0% | 1357 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 66 | 3 | 0.0% | 0.0% | 1359 | -424 | -86.53% | Q1 2026 | May 07, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 65 | 3 | 0.0% | 0.0% | 1361 | -10 | -13.33% | Q1 2026 | May 05, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 73 | 3 | 0.0% | 0.0% | 1360 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 75 | 3 | 0.0% | 0.0% | 1362 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NVWM, LLC | History | Added to | 53 | 2 | 0.0% | 0.0% | 1365 | +3 | 6.0% | Q1 2026 | Apr 27, 2026 |
| Oakworth Capital, Inc. | History | No change | 45 | 2 | 0.0% | 0.0% | 1363 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 43 | 2 | 0.0% | 0.0% | 1364 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Quaker Wealth Management, LLC | History | No change | 48 | 2 | 0.0% | 0.0% | 1366 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 39 | 1 | 0.0% | — | 1368 | +39 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 39 | 1 | 0.0% | — | 1370 | +39 | New | Q1 2026 | May 13, 2026 |
| Community Financial Services Group, LLC | History | New | 37 | 1 | 0.0% | — | 1367 | +37 | New | Q1 2026 | Apr 08, 2026 |
| NFSG Corp | History | New | 29 | 1 | 0.0% | — | 1369 | +29 | New | Q1 2026 | May 05, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.34% | — | -831,400 | -100.0% | Q1 2026 | May 14, 2026 |
| BIP Wealth, LLC | History | Closed out | 0 | 0 | — | 1.13% | — | -636,346 | -100.0% | Q1 2026 | Apr 27, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -93,889 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Legacy PCG, LLC | History | Closed out | 0 | 0 | — | 2.79% | — | -89,736 | -100.0% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -53,970 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Crabel Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.74% | — | -45,833 | -100.0% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -40,930 | -100.0% | Q1 2026 | May 15, 2026 |
| CPR Investments Inc. | History | Closed out | 0 | 0 | — | 1.34% | — | -39,600 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Chemistry Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -27,530 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -25,271 | -100.0% | Q1 2026 | May 12, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -23,774 | -100.0% | Q1 2026 | May 01, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -22,168 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -22,168 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Bravias Capital Group, LLC | History | Closed out | 0 | 0 | — | 0.64% | — | -21,100 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Watchman Group, Inc. | History | Closed out | 0 | 0 | — | 0.19% | — | -16,168 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Blueprint Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -12,788 | -100.0% | Q1 2026 | May 11, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,806 | -100.0% | Q1 2026 | May 14, 2026 |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -9,742 | -100.0% | Q1 2026 | May 07, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -9,695 | -100.0% | Q1 2026 | Apr 23, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Closed out | 0 | 0 | — | 0.14% | — | -7,800 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Kondo Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -6,996 | -100.0% | Q1 2026 | May 11, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,421 | -100.0% | Q1 2026 | May 20, 2026 |
| Mullaney, Keating & Wright, Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -6,261 | -100.0% | Q1 2026 | May 29, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | Closed out | 0 | 0 | — | 0.15% | — | -5,632 | -100.0% | Q1 2026 | May 07, 2026 |
| Heritage Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -5,425 | -100.0% | Q1 2026 | Apr 20, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -5,352 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Macco Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.22% | — | -5,199 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Dynasty Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,070 | -100.0% | Q1 2026 | May 14, 2026 |
| Maia Wealth LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,852 | -100.0% | Q1 2026 | May 08, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -4,787 | -100.0% | Q1 2026 | May 05, 2026 |
| Summit Place Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -4,625 | -100.0% | Q1 2026 | May 01, 2026 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -4,437 | -100.0% | Q1 2026 | May 13, 2026 |
| Thoma Capital Management LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,400 | -100.0% | Q1 2026 | Apr 20, 2026 |
| JMG Financial Group, Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,386 | -100.0% | Q1 2026 | May 07, 2026 |
| Family Office Research LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,305 | -100.0% | Q1 2026 | May 13, 2026 |
| MAIRS & POWER INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,211 | -100.0% | Q1 2026 | May 13, 2026 |
| Ascentis Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,100 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,026 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Summa Corp. | History | Closed out | 0 | 0 | — | 0.09% | — | -4,000 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -3,507 | -100.0% | Q1 2026 | May 15, 2026 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,351 | -100.0% | Q1 2026 | Apr 08, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,284 | -100.0% | Q1 2026 | May 08, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -2,823 | -100.0% | Q1 2026 | May 08, 2026 |
| Woodside Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,532 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,674 | -100.0% | Q1 2026 | May 12, 2026 |
| Premier Financial Group | History | Closed out | 0 | 0 | — | 0.01% | — | -788 | -100.0% | Q1 2026 | May 05, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -583 | -100.0% | Q1 2026 | May 15, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -393 | -100.0% | Q1 2026 | May 01, 2026 |
| Centerpoint Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -374 | -100.0% | Q1 2026 | May 07, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -276 | -100.0% | Q1 2026 | May 14, 2026 |
| PFS Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -240 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -156 | -100.0% | Q1 2026 | May 15, 2026 |
| Costello Asset Management, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -103 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Sachetta, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -103 | -100.0% | Q1 2026 | May 01, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Spurstone Advisory Services, LLC | History | Reduced | 5 | 0 | — | 0.02% | — | -27 | -84.38% | Q1 2026 | Apr 28, 2026 |
| SHP Wealth Management | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 08, 2026 |
| NorthAvenue LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | Apr 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 04, 2026 |
| Your Advocates Ltd., LLP | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 29, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| American Capital Advisory, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Hughes Financial Services, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |