VANGUARD INDEX FUNDS - VTI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Rakuten Investment Management, Inc. | History | Added to | 94,959,476 | 31,061,244 | 63.14% | 52.31% | 1 | +47,479,738 | 100.0% | Q1 2026 | May 12, 2026 |
| VANGUARD GROUP INC | History | No change | 62,622,049 | 20,995,293 | 0.3% | 0.3% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Vanguard Global Advisers, LLC | History | New | 36,915,651 | 11,842,909 | 6.4% | — | 3 | +36,915,651 | New | Q1 2026 | May 08, 2026 |
| VANGUARD ADVISERS INC | History | New | 28,490,615 | 9,140,072 | 35.83% | — | 4 | +28,490,615 | New | Q1 2026 | May 08, 2026 |
| Betterment LLC | History | Reduced | 24,526,707 | 7,868,413 | 14.9% | 16.08% | 5 | -644,868 | -2.56% | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 17,969,445 | 5,764,777 | 12.65% | 13.51% | 6 | -55,838 | -0.31% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 14,341,153 | 4,600,786 | 0.28% | 0.28% | 7 | +548,759 | 3.98% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 14,287,409 | 4,583,543 | 0.34% | 0.35% | 8 | +102,161 | 0.72% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 10,325,305 | 3,312,460 | 0.88% | 1.29% | 9 | -3,754,475 | -26.67% | Q1 2026 | May 06, 2026 |
| NORTHERN TRUST CORP | History | Added to | 9,715,051 | 3,116,685 | 0.41% | 0.42% | 10 | +2,129 | 0.02% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 8,504,378 | 2,728,289 | 11.06% | 11.67% | 11 | +8,391 | 0.1% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 8,726,405 | 2,662,748 | 17.23% | 17.85% | 12 | +78,244 | 0.9% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Added to | 6,120,710 | 1,963,584 | 1.33% | 1.46% | 13 | +53,700 | 0.89% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 6,031,021 | 1,934,811 | 0.52% | 0.57% | 14 | +281,923 | 4.9% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,733,299 | 1,839,299 | 0.35% | 0.34% | 15 | +88,508 | 1.57% | Q1 2026 | May 11, 2026 |
| Ballentine Partners, LLC | History | Reduced | 5,541,921 | 1,777,903 | 24.75% | 26.65% | 16 | -116,935 | -2.07% | Q1 2026 | May 14, 2026 |
| Narodna banka Slovenska | History | New | 5,654,304 | 1,762,446 | 58.71% | — | 17 | +5,654,304 | New | Q1 2026 | Apr 27, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 4,998,917 | 1,603,702 | 30.44% | 30.72% | 18 | +146,480 | 3.02% | Q1 2026 | May 01, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,704,927 | 1,466,432 | 0.09% | 0.1% | 19 | -158,727 | -3.26% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 4,429,630 | 1,421,069 | 0.21% | 0.22% | 20 | +363,882 | 8.95% | Q1 2026 | May 05, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 3,787,743 | 1,215,145 | 6.8% | 6.95% | 21 | +72,261 | 1.94% | Q1 2026 | Apr 30, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 3,663,005 | 1,175,128 | 6.23% | 6.39% | 22 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 3,364,602 | 1,079,397 | 1.15% | 1.19% | 23 | +112,352 | 3.45% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,952,890 | 947,316 | 0.29% | 0.31% | 24 | -60,202 | -2.0% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,922,098 | 937,439 | 0.16% | 0.17% | 25 | -133,045 | -4.35% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,904,307 | 931,730 | 0.11% | 0.1% | 26 | +525,628 | 22.1% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 2,745,961 | 881,442 | 0.98% | 0.97% | 27 | +196,376 | 7.7% | Q1 2026 | May 14, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 2,686,800 | 861,952 | 6.64% | 6.61% | 28 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,623,638 | 841,914 | 1.23% | 1.29% | 29 | -9,805 | -0.37% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | Added to | 2,603,399 | 835,197 | 8.85% | 9.02% | 30 | +63,867 | 2.51% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Added to | 2,597,185 | 833,202 | 4.03% | 4.62% | 31 | +175,403 | 7.24% | Q1 2026 | May 04, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | Added to | 2,661,390 | 829,502 | 33.99% | 39.4% | 32 | +547,750 | 25.92% | Q1 2026 | Apr 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,337,078 | 749,758 | 0.43% | 0.43% | 33 | -19,108 | -0.81% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,237,801 | 717,916 | 0.76% | 0.8% | 34 | +53,410 | 2.45% | Q1 2026 | May 05, 2026 |
| Facet Wealth, Inc. | History | Added to | 2,231,332 | 715,833 | 12.4% | 13.14% | 35 | +66,881 | 3.09% | Q1 2026 | May 07, 2026 |
| BROWN ADVISORY INC | History | Added to | 2,209,084 | 708,696 | 1.16% | 1.02% | 36 | +37,730 | 1.74% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,131,861 | 683,922 | 1.76% | 1.84% | 37 | +52,012 | 2.5% | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 2,070,334 | 663,994 | 0.98% | 1.05% | 38 | +17,819 | 0.87% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 2,115,013 | 655,721 | 0.8% | 0.82% | 39 | +35,439 | 1.7% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 1,984,206 | 636,983 | 0.9% | 0.92% | 40 | +108,198 | 5.77% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,969,033 | 631,685 | 0.88% | 1.04% | 41 | -351,271 | -15.14% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,917,767 | 615,337 | 0.14% | 0.17% | 42 | -267,111 | -12.23% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,944,482 | 605,288 | 0.87% | 0.85% | 43 | -17,393 | -0.89% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 1,854,681 | 594,532 | 0.69% | 0.71% | 44 | +66,626 | 3.73% | Q1 2026 | May 13, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Reduced | 1,735,336 | 556,713 | 8.83% | 9.51% | 45 | -10,555 | -0.6% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,735,083 | 556,632 | 0.1% | 0.12% | 46 | -332,837 | -16.1% | Q1 2026 | May 05, 2026 |
| Summit Financial, LLC | History | Added to | 1,731,717 | 555,552 | 7.08% | 8.18% | 47 | +70,480 | 4.24% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 1,639,763 | 526,052 | 1.77% | 1.72% | 48 | +57,242 | 3.62% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 1,574,393 | 505,081 | 8.76% | 8.77% | 49 | +140,683 | 9.81% | Q1 2026 | Apr 20, 2026 |
| FMR LLC | History | Added to | 1,486,043 | 476,737 | 0.03% | 0.02% | 50 | +123,726 | 9.08% | Q1 2026 | May 15, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 1,466,525 | 470,475 | 30.05% | 31.23% | 51 | -2,577 | -0.18% | Q1 2026 | Apr 14, 2026 |
| Foster Group, Inc. | History | Added to | 1,396,012 | 447,854 | 13.33% | 13.62% | 52 | +52,716 | 3.92% | Q1 2026 | Apr 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,391,096 | 446,277 | 0.2% | 0.22% | 53 | +164,693 | 13.43% | Q1 2026 | May 15, 2026 |
| Vanguard National Trust Co | History | New | 1,313,941 | 421,525 | 26.56% | — | 54 | +1,313,941 | New | Q1 2026 | May 08, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 1,301,303 | 417,470 | 1.08% | 1.5% | 55 | -355,271 | -21.45% | Q1 2026 | May 14, 2026 |
| Moss Adams Wealth Advisors LLC | History | Added to | 1,259,916 | 404,193 | 29.56% | 29.69% | 56 | +38,437 | 3.15% | Q1 2026 | Apr 23, 2026 |
| Symetra Investment Management Co | History | Added to | 1,233,045 | 395,573 | 34.27% | 67.15% | 57 | +94,995 | 8.35% | Q1 2026 | May 07, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 1,218,091 | 390,775 | 1.81% | 1.2% | 58 | +20,427 | 1.71% | Q1 2026 | May 14, 2026 |
| Truepoint, Inc. | History | Reduced | 1,178,270 | 378,000 | 8.43% | 8.99% | 59 | -13,808 | -1.16% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,175,472 | 377,103 | 1.77% | 1.8% | 60 | +35,676 | 3.13% | Q1 2026 | Apr 24, 2026 |
| Plancorp, LLC | History | Added to | 1,119,760 | 375,175 | 10.67% | 10.43% | 61 | +90,280 | 8.77% | Q1 2026 | Apr 14, 2026 |
| Sageworth Trust Co | History | Reduced | 1,124,957 | 360,897 | 15.51% | 16.53% | 62 | -26,073 | -2.27% | Q1 2026 | Apr 29, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 1,117,965 | 358,654 | 36.08% | 36.69% | 63 | +9,228 | 0.83% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,109,482 | 355,932 | 0.04% | 0.05% | 64 | -59,889 | -5.12% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,103,126 | 353,894 | 0.63% | 0.64% | 65 | +34,815 | 3.26% | Q1 2026 | May 14, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 1,085,614 | 348,275 | 34.83% | 36.44% | 66 | -9,154 | -0.84% | Q1 2026 | Apr 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 1,083,783 | 347,688 | 4.02% | 4.55% | 67 | -30,013 | -2.69% | Q1 2026 | May 08, 2026 |
| BlackRock, Inc. | History | Added to | 1,083,012 | 347,441 | 0.01% | 0.01% | 68 | +106,006 | 10.85% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Added to | 1,034,035 | 331,728 | 0.68% | 0.7% | 69 | +13,719 | 1.34% | Q1 2026 | May 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,026,467 | 329,300 | 1.74% | 1.75% | 70 | +283,476 | 38.15% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 969,473 | 311,017 | 0.12% | 0.11% | 71 | +25,618 | 2.71% | Q1 2026 | May 13, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 969,374 | 310,984 | 16.74% | 17.1% | 72 | +11,536 | 1.2% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 963,010 | 308,943 | 2.43% | 2.64% | 73 | -24,611 | -2.49% | Q1 2026 | May 01, 2026 |
| Elm Partners Management LLC | History | Reduced | 960,162 | 299,263 | 12.97% | 15.15% | 74 | -35,856 | -3.6% | Q1 2026 | May 13, 2026 |
| West Virginia University Foundation, Inc | History | Added to | 914,884 | 293,503 | 47.08% | 46.29% | 75 | +185,960 | 25.51% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 903,864 | 289,968 | 0.45% | 0.46% | 76 | +27,606 | 3.15% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 900,091 | 288,758 | 0.48% | 0.52% | 77 | +122,263 | 15.72% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Reduced | 891,081 | 285,867 | 6.94% | 6.33% | 78 | -3,426 | -0.38% | Q1 2026 | May 11, 2026 |
| Cresset Asset Management, LLC | History | Added to | 861,804 | 276,158 | 1.19% | 1.16% | 79 | +42,087 | 5.13% | Q1 2026 | May 15, 2026 |
| Gibson Capital, LLC | History | Reduced | 851,601 | 273,202 | 50.85% | 52.94% | 80 | -9,283 | -1.08% | Q1 2026 | Apr 17, 2026 |
| Norinchukin Bank, The | History | Added to | 850,500 | 272,848 | 3.18% | 3.09% | 81 | +60,000 | 7.59% | Q1 2026 | May 15, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 773,864 | 267,780 | 24.02% | 24.04% | 82 | +10,035 | 1.31% | Q1 2026 | Apr 20, 2026 |
| Pathstone Holdings, LLC | History | Added to | 833,032 | 267,243 | 1.06% | 1.04% | 83 | +25,723 | 3.19% | Q1 2026 | May 11, 2026 |
| LINCOLN NATIONAL CORP | History | Added to | 826,600 | 265,181 | 7.68% | 8.04% | 84 | +6,033 | 0.74% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 817,443 | 262,243 | 0.16% | 0.16% | 85 | +55,955 | 7.35% | Q1 2026 | May 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 810,869 | 260,134 | 0.35% | 0.32% | 86 | +85,350 | 11.76% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 806,789 | 258,826 | 2.87% | 3.24% | 87 | +91,656 | 12.82% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 799,543 | 256,492 | 0.45% | 0.5% | 88 | +10,532 | 1.33% | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | Added to | 730,033 | 255,898 | 3.8% | 4.56% | 89 | +41,202 | 5.98% | Q1 2026 | Apr 20, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Added to | 797,187 | 255,745 | 22.74% | 24.29% | 90 | +8,285 | 1.05% | Q1 2026 | May 01, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 789,042 | 253,133 | 5.52% | 5.02% | 91 | +68,836 | 9.56% | Q1 2026 | May 15, 2026 |
| Cabot-Wellington, LLC | History | Added to | 779,153 | 249,960 | 73.94% | 71.74% | 92 | +111,899 | 16.77% | Q1 2026 | May 06, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 774,422 | 248,442 | 13.38% | 14.67% | 93 | -21,471 | -2.7% | Q1 2026 | May 06, 2026 |
| Hardy Reed LLC | History | Added to | 770,559 | 247,203 | 18.03% | 18.25% | 94 | +7,166 | 0.94% | Q1 2026 | Apr 28, 2026 |
| VestGen Advisors, LLC | History | Added to | 675,470 | 245,053 | 6.52% | 1.19% | 95 | +591,790 | 707.21% | Q1 2026 | May 14, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 759,045 | 243,509 | 18.21% | 17.87% | 96 | +38,408 | 5.33% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 773,538 | 242,555 | 0.12% | 0.13% | 97 | +130,347 | 20.27% | Q1 2026 | May 15, 2026 |
| REBALANCE, LLC | History | Reduced | 740,556 | 237,577 | 13.79% | 14.63% | 98 | -5,795 | -0.78% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 740,108 | 237,433 | 0.9% | 0.79% | 99 | +167,695 | 29.3% | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 738,795 | 237,017 | 0.22% | 0.22% | 100 | +4,236 | 0.58% | Q1 2026 | May 12, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 695,186 | 223,022 | 0.86% | — | 101 | +695,186 | New | Q1 2026 | May 12, 2026 |
| Trilogy Capital Inc. | History | Added to | 682,240 | 218,869 | 9.64% | 10.04% | 102 | +11,966 | 1.79% | Q1 2026 | Apr 21, 2026 |
| Boston Standard Wealth Management, LLC | History | Reduced | 668,053 | 215,994 | 35.36% | 37.06% | 103 | -1,665 | -0.25% | Q1 2026 | Apr 20, 2026 |
| SEI INVESTMENTS CO | History | Added to | 661,433 | 212,194 | 0.2% | 0.19% | 104 | +76,058 | 12.99% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 699,791 | 211,730 | 0.43% | 0.5% | 105 | -382,713 | -35.35% | Q1 2026 | Apr 08, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 657,184 | 210,831 | 2.64% | 2.81% | 106 | -16,434 | -2.44% | Q1 2026 | Apr 28, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 648,887 | 208,169 | 3.74% | 3.96% | 107 | +16,419 | 2.6% | Q1 2026 | May 14, 2026 |
| Investure, LLC | History | Added to | 645,651 | 207,131 | 10.16% | 11.75% | 108 | +19,043 | 3.04% | Q1 2026 | May 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 629,686 | 202,009 | 1.72% | 1.7% | 109 | -61,945 | -8.96% | Q1 2026 | May 13, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 611,956 | 196,321 | 12.04% | 12.75% | 110 | +30,152 | 5.18% | Q1 2026 | Apr 20, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 607,324 | 194,914 | 0.87% | 0.91% | 111 | -16,119 | -2.59% | Q1 2026 | May 07, 2026 |
| Obermeyer Wealth Partners | History | Added to | 601,790 | 193,060 | 8.89% | 2.95% | 112 | +409,387 | 212.78% | Q1 2026 | Apr 20, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 596,293 | 191,256 | 1.93% | 2.06% | 113 | +94,714 | 18.88% | Q1 2026 | May 13, 2026 |
| Allen Investment Management, LLC | History | Reduced | 594,697 | 190,784 | 2.36% | 2.22% | 114 | -3,466 | -0.58% | Q1 2026 | May 07, 2026 |
| Tanglewood Wealth Management, Inc. | History | Added to | 594,030 | 190,570 | 15.78% | 17.33% | 115 | +30,208 | 5.36% | Q1 2026 | Apr 20, 2026 |
| Constellation Investments, Inc. | History | No change | 587,923 | 188,611 | 6.26% | 6.08% | 116 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 583,858 | 187,307 | 33.44% | 33.84% | 117 | +43,196 | 7.99% | Q1 2026 | May 01, 2026 |
| Sendero Wealth Management, LLC | History | Added to | 582,137 | 186,755 | 20.66% | 21.53% | 118 | +2,779 | 0.48% | Q1 2026 | Apr 22, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 581,046 | 186,405 | 5.11% | 5.12% | 119 | -12,502 | -2.11% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 577,193 | 185,169 | 0.34% | 0.31% | 120 | +289,689 | 100.76% | Q1 2026 | May 01, 2026 |
| Zhang Financial LLC | History | Added to | 563,420 | 180,750 | 6.25% | 6.85% | 121 | +15,532 | 2.83% | Q1 2026 | May 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 552,439 | 177,227 | 0.14% | 0.14% | 122 | +248,760 | 81.92% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 542,873 | 174,159 | 1.59% | 0.6% | 123 | +401,058 | 282.8% | Q1 2026 | May 06, 2026 |
| CHAI TRUST CO LLC | History | Added to | 541,481 | 173,712 | 14.7% | 15.61% | 124 | +1,321 | 0.24% | Q1 2026 | May 15, 2026 |
| Briaud Financial Planning Inc | History | Reduced | 539,110 | 172,925 | 45.34% | 45.45% | 125 | -11,163 | -2.03% | Q1 2026 | Apr 10, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 536,189 | 172,014 | 7.06% | 7.25% | 126 | +6,439 | 1.22% | Q1 2026 | Apr 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 509,439 | 170,799 | 0.81% | 0.81% | 127 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 529,490 | 169,865 | 1.28% | 1.34% | 128 | +2,200 | 0.42% | Q1 2026 | May 12, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 524,833 | 168,371 | 5.58% | 5.63% | 129 | +16,562 | 3.26% | Q1 2026 | Apr 22, 2026 |
| MAI Capital Management | History | Added to | 515,234 | 165,292 | 0.93% | 0.78% | 130 | +111,692 | 27.68% | Q1 2026 | May 15, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 514,573 | 165,080 | 15.73% | 16.63% | 131 | -6,346 | -1.22% | Q1 2026 | Apr 13, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 507,231 | 162,724 | 24.0% | 24.95% | 132 | -830 | -0.16% | Q1 2026 | Apr 21, 2026 |
| AlTi Global, Inc. | History | Added to | 500,692 | 160,766 | 3.5% | 3.54% | 133 | +8,132 | 1.65% | Q1 2026 | May 07, 2026 |
| ALPS ADVISORS INC | History | Added to | 496,922 | 159,417 | 0.75% | 0.95% | 134 | +10,735 | 2.21% | Q1 2026 | May 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 496,591 | 159,311 | 0.88% | 0.68% | 135 | -81,631 | -14.12% | Q1 2026 | Apr 29, 2026 |
| Wedmont Private Capital | History | Added to | 475,275 | 158,599 | 5.11% | 5.03% | 136 | +49,390 | 11.6% | Q1 2026 | Apr 09, 2026 |
| Legacy Private Trust Co. | History | Reduced | 487,405 | 156,364 | 9.62% | 9.74% | 137 | -7,489 | -1.51% | Q1 2026 | Apr 07, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 478,643 | 153,553 | 12.28% | 12.79% | 138 | +14,155 | 3.05% | Q1 2026 | May 15, 2026 |
| RW Investment Management LLC | History | New | 466,024 | 149,505 | 14.47% | — | 139 | +466,024 | New | Q1 2026 | Apr 28, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 463,348 | 148,646 | 31.11% | 32.37% | 140 | +5,426 | 1.18% | Q1 2026 | Apr 21, 2026 |
| CoreCap Advisors, LLC | History | Added to | 462,359 | 148,329 | 5.05% | 5.2% | 141 | +18,082 | 4.07% | Q1 2026 | Apr 07, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 458,400 | 147,059 | 0.02% | 0.03% | 142 | -105,284 | -18.68% | Q1 2026 | May 15, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 457,854 | 146,884 | 12.07% | 12.8% | 143 | -624 | -0.14% | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 455,873 | 146,248 | 0.41% | 0.39% | 144 | -23,947 | -4.99% | Q1 2026 | May 04, 2026 |
| Beacon Wealthcare LLC | History | Reduced | 451,671 | 144,900 | 51.1% | 53.58% | 145 | -13,693 | -2.94% | Q1 2026 | Apr 01, 2026 |
| Lido Advisors, LLC | History | Reduced | 451,161 | 144,737 | 0.44% | 0.45% | 146 | -752 | -0.17% | Q1 2026 | May 13, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 431,499 | 138,429 | 17.6% | 18.31% | 147 | +14,843 | 3.56% | Q1 2026 | Apr 16, 2026 |
| Gleason Group, Inc. | History | Added to | 430,220 | 138,018 | 13.67% | 13.82% | 148 | +9,917 | 2.36% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 426,267 | 136,750 | 0.02% | 0.03% | 149 | -82,478 | -16.21% | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 404,365 | 135,571 | 0.23% | 0.23% | 150 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 418,114 | 134,135 | 9.39% | 7.42% | 151 | +1,047 | 0.25% | Q1 2026 | May 11, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 414,124 | 132,855 | 17.21% | 17.49% | 152 | +5,963 | 1.46% | Q1 2026 | May 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 411,337 | 131,961 | 2.57% | 2.34% | 153 | +55,773 | 15.69% | Q1 2026 | Apr 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 393,420 | 131,854 | 0.85% | 0.9% | 154 | -287 | -0.07% | Q1 2026 | May 15, 2026 |
| Turim 21 Investimentos Ltda. | History | Added to | 202,435 | 131,651 | 33.03% | 34.47% | 155 | +71,509 | 54.62% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 407,604 | 130,763 | 0.79% | 0.85% | 156 | -8,498 | -2.04% | Q1 2026 | May 05, 2026 |
| CIBC Bancorp USA Inc. | History | New | 400,852 | 128,591 | 0.17% | — | 157 | +400,852 | New | Q1 2026 | May 12, 2026 |
| Golden Reserve Retirement LLC | History | Reduced | 397,278 | 127,450 | 26.3% | 25.65% | 158 | -17,146 | -4.14% | Q1 2026 | Apr 20, 2026 |
| Rainwater Charitable Foundation | History | Added to | 394,751 | 126,640 | 65.39% | 60.55% | 159 | +88,690 | 28.98% | Q1 2026 | Apr 15, 2026 |
| Astoria Strategic Wealth, Inc. | History | Added to | 390,811 | 125,376 | 31.83% | 32.52% | 160 | +5,466 | 1.42% | Q1 2026 | Apr 17, 2026 |
| Avalon Advisory Group | History | Added to | 388,171 | 124,529 | 50.24% | 50.75% | 161 | +17,192 | 4.63% | Q1 2026 | Apr 22, 2026 |
| CITIGROUP INC | History | Reduced | 373,793 | 119,916 | 0.05% | 0.06% | 162 | -26,735 | -6.67% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 372,371 | 119,460 | 0.34% | 0.3% | 163 | +34,241 | 10.13% | Q1 2026 | May 08, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 368,526 | 118,226 | 1.52% | 1.53% | 164 | +13,666 | 3.85% | Q1 2026 | Apr 21, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 349,294 | 117,107 | 0.04% | 0.04% | 165 | +3,118 | 0.9% | Q1 2026 | May 15, 2026 |
| NewSquare Capital LLC | History | Added to | 364,503 | 116,936 | 10.14% | 10.43% | 166 | +11,693 | 3.31% | Q1 2026 | May 08, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 360,452 | 115,636 | 0.23% | 0.24% | 167 | -22,141 | -5.79% | Q1 2026 | May 14, 2026 |
| HUB Investment Partners, LLC | History | Added to | 360,285 | 115,583 | 2.76% | 2.77% | 168 | +41,444 | 13.0% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 358,501 | 115,010 | 0.07% | 0.06% | 169 | +27,019 | 8.15% | Q1 2026 | May 15, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 355,863 | 114,164 | 14.83% | 15.23% | 170 | -30,467 | -7.89% | Q1 2026 | Apr 10, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 355,403 | 114,016 | 32.07% | 33.32% | 171 | +7,059 | 2.03% | Q1 2026 | May 01, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 350,301 | 112,380 | 8.34% | 8.95% | 172 | -7,833 | -2.19% | Q1 2026 | Apr 16, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Reduced | 347,721 | 111,548 | 24.06% | 26.51% | 173 | -83,626 | -19.39% | Q1 2026 | Apr 30, 2026 |
| HRT FINANCIAL LP | History | Added to | 346,672 | 111,215 | 0.28% | 0.34% | 174 | +22,456 | 6.93% | Q1 2026 | May 14, 2026 |
| GM Advisory Group, LLC | History | Added to | 344,929 | 110,656 | 4.26% | 4.34% | 175 | +14,304 | 4.33% | Q1 2026 | Apr 28, 2026 |
| Bell Bank | History | Added to | 341,452 | 109,541 | 4.64% | 4.79% | 176 | +7,482 | 2.24% | Q1 2026 | Apr 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 339,600 | 108,947 | 0.02% | 0.0% | 177 | +304,800 | 875.86% | Q1 2026 | May 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 338,497 | 108,593 | 2.23% | 2.19% | 178 | +10,365 | 3.16% | Q1 2026 | May 15, 2026 |
| STUART INVESTMENT ADVISORS, INC. | History | New | 337,854 | 108,386 | 47.35% | — | 179 | +337,854 | New | Q1 2026 | Apr 21, 2026 |
| GeoWealth Management, LLC | History | Reduced | 337,380 | 108,235 | 3.9% | 4.23% | 180 | -5,273 | -1.54% | Q1 2026 | May 13, 2026 |
| LHM, INC. | History | Reduced | 336,896 | 108,079 | 42.55% | 42.14% | 181 | -930 | -0.28% | Q1 2026 | May 14, 2026 |
| LANDAAS & CO /WI /ADV | History | Reduced | 335,642 | 107,677 | 23.62% | 25.18% | 182 | -5,676 | -1.66% | Q1 2026 | Apr 30, 2026 |
| Busey Bank | History | Added to | 335,088 | 107,499 | 2.92% | 2.8% | 183 | +17,968 | 5.67% | Q1 2026 | Apr 28, 2026 |
| Waverly Advisors, LLC | History | Added to | 334,843 | 107,420 | 0.8% | 0.86% | 184 | +19,215 | 6.09% | Q1 2026 | May 15, 2026 |
| Global Endowment Management, LP | History | Added to | 334,452 | 107,296 | 11.97% | 11.79% | 185 | +52,849 | 18.77% | Q1 2026 | May 14, 2026 |
| BIP Wealth, LLC | History | Reduced | 334,403 | 107,279 | 4.36% | 4.07% | 186 | -9,668 | -2.81% | Q1 2026 | Apr 27, 2026 |
| Efficient Advisors, LLC | History | Reduced | 332,381 | 106,631 | 7.57% | 7.35% | 187 | -43,252 | -11.51% | Q1 2026 | Apr 29, 2026 |
| Kinsale Capital Group, Inc. | History | No change | 326,312 | 104,684 | 16.78% | 18.16% | 188 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Omnia Family Wealth, LLC | History | Reduced | 323,530 | 103,791 | 32.7% | 32.34% | 189 | -3,109 | -0.95% | Q1 2026 | May 07, 2026 |
| Cliffwater LLC | History | Reduced | 321,612 | 103,176 | 27.34% | 24.21% | 190 | -22,406 | -6.51% | Q1 2026 | May 13, 2026 |
| Stash Investments, LLC | History | Added to | 321,432 | 103,118 | 39.99% | 40.21% | 191 | +22,255 | 7.44% | Q1 2026 | Apr 02, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 320,890 | 102,944 | 0.67% | 0.71% | 192 | -9,651 | -2.92% | Q1 2026 | May 05, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 320,507 | 102,821 | 6.03% | 6.27% | 193 | -2,063 | -0.64% | Q1 2026 | Apr 20, 2026 |
| BANK OF HAWAII | History | Reduced | 317,672 | 101,912 | 5.34% | 5.44% | 194 | -10,556 | -3.22% | Q1 2026 | May 14, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 313,698 | 100,637 | 6.49% | 4.96% | 195 | -6,448 | -2.01% | Q1 2026 | May 08, 2026 |
| CENTRAL TRUST Co | History | Reduced | 313,139 | 100,458 | 1.98% | 2.13% | 196 | -10,707 | -3.31% | Q1 2026 | Apr 17, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 312,670 | 100,307 | 1.0% | 1.09% | 197 | -3,155 | -1.0% | Q1 2026 | Apr 13, 2026 |
| Yarbrough Capital, LLC | History | No change | 310,912 | 99,743 | 3.5% | 3.25% | 198 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SAM Advisors, LLC | History | Added to | 309,975 | 99,443 | 31.17% | 32.44% | 199 | +4,195 | 1.37% | Q1 2026 | Apr 29, 2026 |
| Composition Wealth, LLC | History | Added to | 305,028 | 97,856 | 1.34% | 1.43% | 200 | +7,753 | 2.61% | Q1 2026 | Apr 08, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 297,760 | 96,248 | 1.65% | 1.87% | 201 | -7,398 | -2.42% | Q1 2026 | May 14, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 296,314 | 95,060 | 2.92% | 0.06% | 202 | +291,307 | 5817.99% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 283,195 | 94,946 | 0.38% | 0.38% | 203 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 287,394 | 94,714 | 24.76% | 26.1% | 204 | +6,754 | 2.41% | Q1 2026 | May 01, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | Added to | 291,438 | 93,496 | 50.8% | 50.79% | 205 | +8,420 | 2.98% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | Reduced | 290,715 | 93,265 | 0.15% | 0.15% | 206 | -7,363 | -2.47% | Q1 2026 | May 06, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 290,697 | 93,258 | 3.93% | 3.65% | 207 | -4,691 | -1.59% | Q1 2026 | Apr 28, 2026 |
| AMG National Trust Bank | History | Added to | 290,404 | 93,164 | 2.02% | 2.18% | 208 | +14,389 | 5.21% | Q1 2026 | May 04, 2026 |
| COMMERCE BANK | History | Added to | 284,975 | 91,422 | 0.44% | 0.41% | 209 | +61,233 | 27.37% | Q1 2026 | May 11, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 269,236 | 90,266 | 21.41% | 21.41% | 210 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 280,751 | 90,077 | 0.69% | 0.72% | 211 | -4,972 | -1.74% | Q1 2026 | May 14, 2026 |
| AEGON USA Investment Management, LLC | History | Reduced | 280,031 | 89,836 | 70.29% | 67.38% | 212 | -4,337 | -1.53% | Q1 2026 | Apr 21, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 279,602 | 89,699 | 27.71% | 27.69% | 213 | +7,472 | 2.75% | Q1 2026 | Apr 20, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 284,832 | 88,906 | 2.74% | 2.79% | 214 | +5,563 | 1.99% | Q1 2026 | May 11, 2026 |
| SYM FINANCIAL Corp | History | Added to | 276,653 | 88,753 | 8.87% | 8.8% | 215 | +21,029 | 8.23% | Q1 2026 | May 08, 2026 |
| Merit Financial Group, LLC | History | Reduced | 275,951 | 88,527 | 0.66% | 0.82% | 216 | -29,065 | -9.53% | Q1 2026 | Apr 15, 2026 |
| GP Brinson Investments LLC | History | No change | 275,843 | 88,493 | 40.16% | 39.84% | 217 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 274,980 | 88,216 | 2.59% | 2.59% | 218 | +5,142 | 1.91% | Q1 2026 | May 11, 2026 |
| GSG Advisors LLC | History | Added to | 273,203 | 87,646 | 22.77% | 23.07% | 219 | +6,658 | 2.5% | Q1 2026 | May 13, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 239,288 | 87,270 | 5.19% | 4.94% | 220 | +14,436 | 6.42% | Q1 2026 | May 14, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 266,959 | 85,639 | 4.11% | 5.44% | 221 | -64,675 | -19.5% | Q1 2026 | Apr 09, 2026 |
| Sunesis Advisors, LLC | History | Added to | 266,662 | 85,547 | 38.66% | 40.33% | 222 | +1,019 | 0.38% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 265,766 | 85,260 | 0.42% | 0.45% | 223 | +7,194 | 2.78% | Q1 2026 | May 14, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 249,749 | 83,733 | 6.12% | 6.12% | 224 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 259,920 | 83,384 | 1.88% | 1.91% | 225 | +12,567 | 5.08% | Q1 2026 | May 12, 2026 |
| Circle Wealth Management, LLC | History | Added to | 259,122 | 83,128 | 1.18% | 1.33% | 226 | +643 | 0.25% | Q1 2026 | May 11, 2026 |
| &PARTNERS | History | Added to | 258,527 | 83,035 | 0.41% | 0.43% | 227 | +14,839 | 6.09% | Q1 2026 | May 15, 2026 |
| Garde Capital, Inc. | History | Added to | 258,323 | 82,872 | 4.96% | 5.08% | 228 | +2,446 | 0.96% | Q1 2026 | Apr 28, 2026 |
| TD Capital Management LLC | History | Added to | 257,701 | 82,673 | 7.44% | 7.66% | 229 | +186 | 0.07% | Q1 2026 | May 11, 2026 |
| Shade Tree Advisors LLC | History | Added to | 254,654 | 81,695 | 58.52% | 61.53% | 230 | +13,123 | 5.43% | Q1 2026 | May 12, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 252,254 | 80,925 | 11.4% | 13.48% | 231 | +2,597 | 1.04% | Q1 2026 | May 08, 2026 |
| Operose Advisors LLC | History | Added to | 246,443 | 79,060 | 18.33% | 18.42% | 232 | +10,606 | 4.5% | Q1 2026 | May 12, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 244,405 | 78,407 | 15.99% | 16.9% | 233 | -11,222 | -4.39% | Q1 2026 | Apr 14, 2026 |
| Haverford Trust Co | History | Added to | 243,111 | 77,992 | 0.71% | 0.72% | 234 | +1,558 | 0.64% | Q1 2026 | May 11, 2026 |
| Prospera Capital Management, LLC | History | Added to | 242,408 | 77,761 | 39.02% | 40.3% | 235 | +4,177 | 1.75% | Q1 2026 | Apr 08, 2026 |
| St. Louis Trust Co | History | Added to | 241,786 | 77,567 | 9.06% | 9.1% | 236 | +5,155 | 2.18% | Q1 2026 | May 14, 2026 |
| Northstar Group, Inc. | History | Added to | 240,162 | 77,046 | 10.89% | 10.79% | 237 | +3,889 | 1.65% | Q1 2026 | Apr 28, 2026 |
| Hassell Wealth Management, LLC | History | Added to | 238,546 | 76,527 | 25.68% | 26.68% | 238 | +5,198 | 2.23% | Q1 2026 | Apr 30, 2026 |
| Ellevest, Inc. | History | Added to | 234,031 | 75,079 | 10.44% | 10.46% | 239 | +8,360 | 3.7% | Q1 2026 | May 11, 2026 |
| GuidedMoney, LLC | History | Added to | 233,776 | 74,997 | 39.37% | 39.79% | 240 | +11,581 | 5.21% | Q1 2026 | May 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 231,862 | 74,383 | 1.77% | 1.87% | 241 | -6,022 | -2.53% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 230,812 | 74,047 | 0.18% | 0.17% | 242 | +9,882 | 4.47% | Q1 2026 | Apr 22, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 229,378 | 73,586 | 7.09% | 7.22% | 243 | -2,057 | -0.89% | Q1 2026 | May 04, 2026 |
| Tidal Investments LLC | History | Added to | 228,958 | 73,452 | 0.15% | 0.17% | 244 | +18,278 | 8.68% | Q1 2026 | May 15, 2026 |
| Affiance Financial, LLC | History | Added to | 227,871 | 73,103 | 11.85% | 11.18% | 245 | +20,497 | 9.88% | Q1 2026 | Apr 14, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 226,353 | 72,616 | 1.68% | 1.61% | 246 | +18,982 | 9.15% | Q1 2026 | Apr 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 225,379 | 72,303 | 0.82% | 0.9% | 247 | -10,950 | -4.63% | Q1 2026 | Apr 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 222,568 | 71,942 | 0.68% | 0.7% | 248 | +28,504 | 14.69% | Q1 2026 | Apr 07, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 222,130 | 71,261 | 8.46% | 9.0% | 249 | -1,044 | -0.47% | Q1 2026 | Apr 17, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 220,983 | 70,893 | 9.54% | 9.93% | 250 | -1,517 | -0.68% | Q1 2026 | Apr 07, 2026 |
| LIBRA WEALTH LLC | History | Added to | 219,258 | 70,340 | 19.82% | 19.82% | 251 | +7,987 | 3.78% | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | Added to | 216,463 | 69,443 | 0.92% | 0.89% | 252 | +28,665 | 15.26% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Reduced | 214,106 | 69,207 | 5.18% | 5.33% | 253 | -569 | -0.27% | Q1 2026 | Apr 27, 2026 |
| Evensky & Katz LLC | History | Reduced | 215,643 | 69,180 | 3.93% | 4.28% | 254 | -10,525 | -4.65% | Q1 2026 | Apr 22, 2026 |
| Hirtle & Co., LLC | History | Reduced | 215,155 | 69,023 | 2.36% | 2.7% | 255 | -21,025 | -8.9% | Q1 2026 | May 13, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 215,023 | 68,981 | 7.92% | 8.68% | 256 | -9,504 | -4.23% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 214,039 | 68,666 | 0.54% | 0.6% | 257 | +3,464 | 1.65% | Q1 2026 | Apr 07, 2026 |
| Independent Order of Foresters | History | No change | 213,865 | 68,610 | 67.35% | 41.75% | 258 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 213,806 | 68,591 | 18.02% | 18.45% | 259 | +483 | 0.23% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 213,792 | 68,586 | 0.35% | 0.36% | 260 | +19,569 | 10.08% | Q1 2026 | May 08, 2026 |
| First Bank & Trust | History | Reduced | 212,363 | 68,128 | 10.97% | 11.63% | 261 | -545 | -0.26% | Q1 2026 | Apr 10, 2026 |
| Asset Allocation & Management Company, LLC | History | Added to | 210,203 | 67,435 | 25.01% | 27.92% | 262 | +1,077 | 0.52% | Q1 2026 | Apr 15, 2026 |
| CHOREO, LLC | History | Added to | 209,912 | 67,332 | 0.83% | 0.89% | 263 | +2,474 | 1.19% | Q1 2026 | May 12, 2026 |
| Unconventional Investor, LLC | History | Added to | 207,973 | 66,719 | 31.68% | 32.63% | 264 | +3,075 | 1.5% | Q1 2026 | May 18, 2026 |
| Gotham Asset Management, LLC | History | Added to | 207,679 | 66,625 | 0.2% | 0.15% | 265 | +84,216 | 68.21% | Q1 2026 | May 15, 2026 |
| Obsido Oy | History | Added to | 207,234 | 66,482 | 40.21% | 40.68% | 266 | +9,737 | 4.93% | Q1 2026 | May 15, 2026 |
| Tanager Wealth Management LLP | History | Added to | 206,819 | 66,349 | 6.42% | 6.66% | 267 | +7,920 | 3.98% | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Added to | 206,746 | 66,326 | 0.17% | 0.18% | 268 | +3,835 | 1.89% | Q1 2026 | May 14, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 203,875 | 65,405 | 3.89% | 4.62% | 269 | -31,588 | -13.42% | Q1 2026 | May 13, 2026 |
| Cedar Wealth Management, LLC | History | No change | 201,060 | 64,501 | 18.77% | 20.16% | 270 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BAILARD, INC. | History | Reduced | 199,297 | 63,936 | 1.47% | 1.5% | 271 | -2,782 | -1.38% | Q1 2026 | May 11, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 187,545 | 62,878 | 4.71% | 4.71% | 272 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 195,878 | 62,839 | 0.61% | 0.63% | 273 | +3,663 | 1.91% | Q1 2026 | May 08, 2026 |
| Clarius Group, LLC | History | No change | 185,545 | 62,207 | 3.55% | 3.55% | 274 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Arlington Trust Co LLC | History | Added to | 193,849 | 62,188 | 5.48% | 6.56% | 275 | +1,974 | 1.03% | Q1 2026 | Apr 08, 2026 |
| HOWE & RUSLING INC | History | Added to | 192,890 | 61,881 | 4.04% | 4.12% | 276 | +7,105 | 3.82% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Added to | 190,257 | 61,036 | 1.72% | 1.65% | 277 | +21,042 | 12.44% | Q1 2026 | May 13, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 190,049 | 60,969 | 4.98% | 5.33% | 278 | +2,290 | 1.22% | Q1 2026 | Apr 13, 2026 |
| SMITH, MOORE & CO. | History | Added to | 189,090 | 60,662 | 4.41% | 4.77% | 279 | +740 | 0.39% | Q1 2026 | May 05, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 186,455 | 59,816 | 2.59% | 2.49% | 280 | +2,394 | 1.3% | Q1 2026 | May 06, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 185,666 | 59,563 | 0.48% | 0.51% | 281 | +58,664 | 46.19% | Q1 2026 | May 15, 2026 |
| Manske Wealth Management | History | Added to | 185,502 | 59,510 | 16.67% | 17.17% | 282 | +12,220 | 7.05% | Q1 2026 | Apr 30, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 184,540 | 59,202 | 20.28% | 24.02% | 283 | +5,748 | 3.21% | Q1 2026 | May 14, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 184,267 | 59,114 | 24.02% | 24.27% | 284 | -2,213 | -1.19% | Q1 2026 | May 07, 2026 |
| Nuveen, LLC | History | Added to | 183,796 | 58,963 | 0.02% | 0.01% | 285 | +26,417 | 16.79% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 183,598 | 58,900 | 4.03% | 3.98% | 286 | +11,211 | 6.5% | Q1 2026 | Apr 21, 2026 |
| Procyon Advisors, LLC | History | Reduced | 182,106 | 58,421 | 2.86% | 3.09% | 287 | -4,729 | -2.53% | Q1 2026 | May 04, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 179,893 | 57,711 | 4.91% | 5.73% | 288 | -4,510 | -2.45% | Q1 2026 | Apr 09, 2026 |
| REAP Financial Group, LLC | History | Added to | 179,270 | 57,511 | 11.35% | 10.78% | 289 | +21,011 | 13.28% | Q1 2026 | May 11, 2026 |
| Magnolia Wealth Management, LLC | History | Added to | 178,620 | 57,303 | 33.39% | 35.34% | 290 | +2,196 | 1.24% | Q1 2026 | May 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 160,191 | 56,704 | 0.72% | 0.69% | 291 | +2,923 | 1.86% | Q1 2026 | May 06, 2026 |
| Battery Global Advisors, LLC | History | Added to | 175,669 | 56,356 | 30.27% | 0.13% | 292 | +175,298 | 47250.13% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 175,449 | 56,285 | 0.61% | 0.65% | 293 | +6,326 | 3.74% | Q1 2026 | Apr 20, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 6,161,979 | 56,083 | 4.21% | 4.88% | 294 | -10,075 | -0.16% | Q1 2026 | May 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 174,787 | 56,073 | 0.82% | 0.83% | 295 | +11,065 | 6.76% | Q1 2026 | Apr 09, 2026 |
| Greenline Partners, LLC | History | Added to | 173,834 | 55,767 | 5.99% | 6.55% | 296 | +3,064 | 1.79% | Q1 2026 | May 15, 2026 |
| Kearns & Associates LLC | History | Reduced | 173,616 | 55,697 | 29.96% | 30.27% | 297 | -1,155 | -0.66% | Q1 2026 | Apr 20, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 173,405 | 55,630 | 8.57% | 8.12% | 298 | -296 | -0.17% | Q1 2026 | May 06, 2026 |
| Modera Wealth Management, LLC | History | Added to | 171,405 | 54,988 | 0.66% | 0.66% | 299 | +518 | 0.3% | Q1 2026 | May 06, 2026 |
| Level Wealth Management LLC | History | Added to | 170,460 | 54,685 | 25.62% | 26.84% | 300 | +13,930 | 8.9% | Q1 2026 | Apr 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 170,307 | 54,636 | 0.8% | 0.82% | 301 | +12,463 | 7.9% | Q1 2026 | May 13, 2026 |
| Choate Investment Advisors | History | Added to | 169,996 | 54,536 | 1.07% | 1.11% | 302 | +1,090 | 0.65% | Q1 2026 | May 13, 2026 |
| BostonPremier Wealth LLC | History | Added to | 169,681 | 54,435 | 28.13% | 28.69% | 303 | +2,686 | 1.61% | Q1 2026 | Apr 10, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 169,193 | 54,278 | 21.28% | 21.4% | 304 | +12,308 | 7.85% | Q1 2026 | May 14, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 168,373 | 54,015 | 16.87% | 17.1% | 305 | +7,373 | 4.58% | Q1 2026 | Apr 10, 2026 |
| Atria Investments, Inc | History | Added to | 167,879 | 53,857 | 0.6% | 0.41% | 306 | +60,056 | 55.7% | Q1 2026 | May 05, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 167,805 | 53,833 | 0.59% | 0.59% | 307 | +7,779 | 4.86% | Q1 2026 | May 13, 2026 |
| TAIYO LIFE INSURANCE CO | History | No change | 166,000 | 53,254 | 5.88% | 4.76% | 308 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | New | 165,873 | 53,213 | 6.2% | — | 309 | +165,873 | New | Q1 2026 | Apr 13, 2026 |
| Morningstar Investment Management LLC | History | Reduced | 165,190 | 52,994 | 3.28% | 4.22% | 310 | -48,129 | -22.56% | Q1 2026 | May 14, 2026 |
| Tumwater Wealth Management, LLC | History | Added to | 164,468 | 52,762 | 21.22% | 22.25% | 311 | +1,597 | 0.98% | Q1 2026 | Apr 20, 2026 |
| Evanson Asset Management, LLC | History | Added to | 163,814 | 52,553 | 2.82% | 2.95% | 312 | +885 | 0.54% | Q1 2026 | Apr 08, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 163,814 | 52,542 | 10.45% | 10.78% | 313 | +10,871 | 7.11% | Q1 2026 | May 08, 2026 |
| Diversified Trust Co | History | Added to | 162,183 | 52,030 | 0.97% | 0.9% | 314 | +16,282 | 11.16% | Q1 2026 | Apr 16, 2026 |
| Invst, LLC | History | Reduced | 161,223 | 51,721 | 5.84% | 6.1% | 315 | -6,233 | -3.72% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 160,840 | 51,598 | 0.8% | 0.73% | 316 | +53,820 | 50.29% | Q1 2026 | May 15, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 159,786 | 51,262 | 11.09% | 12.02% | 317 | +318 | 0.2% | Q1 2026 | Apr 27, 2026 |
| OPUS INVESTMENT MANAGEMENT INC | History | No change | 158,711 | 50,916 | 30.38% | 32.38% | 318 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 158,272 | 50,775 | 0.76% | 0.74% | 319 | +5,473 | 3.58% | Q1 2026 | May 05, 2026 |
| Arkadios Wealth Advisors | History | Added to | 157,372 | 50,486 | 0.82% | 0.63% | 320 | +61,038 | 63.36% | Q1 2026 | May 18, 2026 |
| Ashford Advisors, LLC | History | Added to | 157,362 | 50,483 | 11.76% | 11.55% | 321 | +14 | 0.01% | Q1 2026 | May 05, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 156,274 | 50,134 | 2.79% | 3.76% | 322 | -19,853 | -11.27% | Q1 2026 | Apr 29, 2026 |
| Brookwood Investment Group LLC | History | Added to | 156,010 | 50,049 | 6.18% | 5.79% | 323 | +12,055 | 8.37% | Q1 2026 | May 04, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 155,397 | 49,852 | 0.59% | 0.85% | 324 | -69,170 | -30.8% | Q1 2026 | May 13, 2026 |
| Family CFO Inc | History | Reduced | 154,451 | 49,549 | 22.19% | 23.25% | 325 | -635 | -0.41% | Q1 2026 | Apr 28, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 154,167 | 49,458 | 3.29% | 3.51% | 326 | -15,148 | -8.95% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 153,820 | 49,347 | 0.89% | 0.92% | 327 | +4,364 | 2.92% | Q1 2026 | May 07, 2026 |
| Aberdeen Wealth Management LLC | History | Reduced | 152,967 | 49,073 | 22.36% | 24.01% | 328 | -1,724 | -1.11% | Q1 2026 | May 15, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 151,381 | 48,564 | 8.57% | 9.27% | 329 | -26,917 | -15.1% | Q1 2026 | May 11, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 150,648 | 48,336 | 15.2% | 16.18% | 330 | -9,490 | -5.93% | Q1 2026 | Apr 23, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 150,404 | 48,251 | 1.33% | 1.42% | 331 | -242 | -0.16% | Q1 2026 | May 07, 2026 |
| Altus Wealth Management, LLC | History | Added to | 150,340 | 48,230 | 21.44% | 21.7% | 332 | +184 | 0.12% | Q1 2026 | Apr 21, 2026 |
| PFG Advisors | History | Added to | 150,333 | 48,228 | 2.35% | 2.33% | 333 | +7,095 | 4.95% | Q1 2026 | May 05, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 140,674 | 48,201 | 6.56% | 8.95% | 334 | +1,435 | 1.03% | Q1 2026 | May 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 150,033 | 48,131 | 0.59% | 0.67% | 335 | -4,839 | -3.12% | Q1 2026 | May 08, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 149,452 | 47,945 | 18.91% | 20.07% | 336 | -89,775 | -37.53% | Q1 2026 | May 06, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 146,996 | 47,157 | 0.03% | 0.03% | 337 | -105 | -0.07% | Q1 2026 | May 04, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | New | 146,827 | 47,103 | 24.07% | — | 338 | +146,827 | New | Q1 2026 | May 15, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 146,799 | 47,094 | 6.83% | 7.14% | 339 | -815 | -0.55% | Q1 2026 | May 13, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 146,291 | 46,931 | 12.97% | 15.25% | 340 | -15,693 | -9.69% | Q1 2026 | May 12, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 145,577 | 46,702 | 0.67% | 0.79% | 341 | -845 | -0.58% | Q1 2026 | Apr 10, 2026 |
| National Philanthropic Trust | History | Added to | 144,422 | 46,332 | 0.49% | 0.45% | 342 | +8,811 | 6.5% | Q1 2026 | May 15, 2026 |
| North Star Investment Management Corp. | History | Added to | 144,082 | 46,223 | 2.8% | 3.01% | 343 | +1,063 | 0.74% | Q1 2026 | Apr 23, 2026 |
| jvl associates llc | History | Reduced | 143,604 | 46,069 | 15.45% | 15.94% | 344 | -2,428 | -1.66% | Q1 2026 | Apr 16, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 141,461 | 45,382 | 9.3% | 9.99% | 345 | -2,450 | -1.7% | Q1 2026 | Apr 06, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 141,067 | 45,255 | 1.27% | 1.47% | 346 | -27,476 | -16.3% | Q1 2026 | Apr 28, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 140,659 | 45,124 | 2.01% | 2.13% | 347 | -10,500 | -6.95% | Q1 2026 | May 11, 2026 |
| Verus Advisory, Inc. | History | No change | 133,330 | 45,044 | 29.39% | 29.39% | 348 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Gibson Wealth Advisors LLC | History | Added to | 140,361 | 45,023 | 30.18% | 31.32% | 349 | +4,075 | 2.99% | Q1 2026 | Apr 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 127,924 | 44,929 | 1.0% | 0.97% | 350 | +11,759 | 10.12% | Q1 2026 | May 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 139,532 | 44,763 | 1.0% | 1.05% | 351 | -241 | -0.17% | Q1 2026 | May 15, 2026 |
| Optas, LLC | History | Added to | 139,483 | 44,749 | 6.77% | 7.22% | 352 | +1,809 | 1.31% | Q1 2026 | Apr 24, 2026 |
| Briggs Wealth Management, Inc | History | Added to | 138,816 | 44,533 | 47.23% | 48.84% | 353 | +3,347 | 2.47% | Q1 2026 | May 15, 2026 |
| Cypress Capital, LLC | History | Reduced | 138,494 | 44,430 | 12.64% | 13.07% | 354 | -782 | -0.56% | Q1 2026 | Apr 28, 2026 |
| Brooklyn FI, LLC | History | Reduced | 137,422 | 44,086 | 9.26% | 10.72% | 355 | -11,939 | -7.99% | Q1 2026 | May 11, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 130,797 | 43,852 | 5.8% | 5.8% | 356 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 135,483 | 43,464 | 5.74% | 6.14% | 357 | -5,848 | -4.14% | Q1 2026 | Apr 27, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 135,428 | 43,446 | 0.16% | 0.15% | 358 | -700 | -0.51% | Q1 2026 | Apr 30, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 135,261 | 43,393 | 0.01% | 0.01% | 359 | +5,301 | 4.08% | Q1 2026 | May 13, 2026 |
| First Western Trust Bank | History | Added to | 135,208 | 43,376 | 2.19% | 0.03% | 360 | +133,330 | 7099.57% | Q1 2026 | May 12, 2026 |
| Wick Capital Partners, LLC | History | Added to | 134,689 | 43,209 | 7.88% | 7.98% | 361 | +1,892 | 1.42% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 128,812 | 43,186 | 0.85% | 0.85% | 362 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Michael & Susan Dell Foundation | History | No change | 134,575 | 43,173 | 1.52% | 1.56% | 363 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Red Wave Investments LLC | History | Reduced | 134,523 | 43,156 | 12.89% | 13.87% | 364 | -4,541 | -3.27% | Q1 2026 | May 08, 2026 |
| Capitol Family Office, Inc. | History | No change | 128,485 | 43,077 | 50.87% | 50.87% | 365 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| White Wing Wealth Management | History | Added to | 134,047 | 43,003 | 25.81% | 26.45% | 366 | +1,871 | 1.42% | Q1 2026 | Apr 13, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 133,910 | 42,959 | 34.03% | 34.97% | 367 | +4,153 | 3.2% | Q1 2026 | Apr 13, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 133,812 | 42,928 | 7.03% | 7.03% | 368 | -1,225 | -0.91% | Q1 2026 | Apr 24, 2026 |
| Navigation Group, LLC | History | New | 133,142 | 42,713 | 10.0% | — | 369 | +133,142 | New | Q1 2026 | May 05, 2026 |
| Balentine LLC | History | Reduced | 132,975 | 42,659 | 1.72% | 1.72% | 370 | -2,595 | -1.91% | Q1 2026 | Apr 24, 2026 |
| Valmark Advisers, Inc. | History | Added to | 132,966 | 42,656 | 0.51% | 0.53% | 371 | +4,722 | 3.68% | Q1 2026 | May 01, 2026 |
| Lanham O'Dell & Company, Inc. | History | No change | 126,778 | 42,504 | 12.24% | 12.24% | 372 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 132,426 | 42,483 | 1.87% | 2.11% | 373 | -670 | -0.5% | Q1 2026 | Apr 28, 2026 |
| Gross & Hartman Investments LLC | History | Added to | 132,232 | 42,421 | 22.06% | 22.58% | 374 | +14,074 | 11.91% | Q1 2026 | May 15, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 130,731 | 41,718 | 4.82% | 5.36% | 375 | +2,356 | 1.84% | Q1 2026 | May 08, 2026 |
| Pacific Center for Financial Services | History | Reduced | 129,948 | 41,688 | 10.57% | 11.63% | 376 | -8,995 | -6.47% | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | Added to | 129,153 | 41,433 | 0.44% | 0.38% | 377 | +82,757 | 178.37% | Q1 2026 | May 12, 2026 |
| Morling Financial Advisors, LLC | History | Added to | 129,055 | 41,402 | 12.73% | 12.92% | 378 | +6,461 | 5.27% | Q1 2026 | May 06, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | Added to | 128,515 | 41,229 | 32.21% | 31.43% | 379 | +10,892 | 9.26% | Q1 2026 | May 04, 2026 |
| CGN Advisors LLC | History | Added to | 128,493 | 41,221 | 3.26% | 3.34% | 380 | +2,821 | 2.24% | Q1 2026 | Apr 13, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 128,417 | 41,197 | 15.81% | 16.05% | 381 | +4,345 | 3.5% | Q1 2026 | Apr 22, 2026 |
| Tide Cove Capital Partners LLC | History | Reduced | 116,393 | 40,943 | 27.86% | 33.98% | 382 | -27,011 | -18.84% | Q1 2026 | Apr 28, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 122,059 | 40,922 | 3.17% | 3.17% | 383 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 127,245 | 40,821 | 1.01% | 1.04% | 384 | +1,455 | 1.16% | Q1 2026 | Apr 29, 2026 |
| BCM ADVISORS, LLC | History | Reduced | 115,069 | 40,732 | 8.04% | 8.37% | 385 | -13,206 | -10.3% | Q1 2026 | May 05, 2026 |
| Liberty Capital Management, Inc. | History | No change | 121,479 | 40,728 | 7.58% | 7.58% | 386 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| VERITY Wealth Advisors | History | Reduced | 126,339 | 40,530 | 27.07% | 27.16% | 387 | -4,213 | -3.23% | Q1 2026 | Apr 09, 2026 |
| BFSG, LLC | History | Added to | 126,285 | 40,513 | 3.84% | 3.94% | 388 | +5,137 | 4.24% | Q1 2026 | Apr 28, 2026 |
| Prudent Man Advisors, LLC | History | Reduced | 124,649 | 39,988 | 11.98% | 16.32% | 389 | -9,076 | -6.79% | Q1 2026 | May 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 124,054 | 39,813 | 0.24% | 0.25% | 390 | -179 | -0.14% | Q1 2026 | May 15, 2026 |
| RIA Advisory Group LLC | History | Added to | 123,804 | 39,717 | 9.44% | 9.44% | 391 | +6,744 | 5.76% | Q1 2026 | Apr 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 123,517 | 39,625 | 0.2% | 0.16% | 392 | +34,370 | 38.55% | Q1 2026 | May 13, 2026 |
| Prentice Wealth Management LLC | History | Reduced | 122,977 | 39,452 | 8.9% | 16.1% | 393 | -87,242 | -41.5% | Q1 2026 | Apr 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 122,012 | 39,142 | 0.21% | 0.22% | 394 | +622 | 0.51% | Q1 2026 | May 05, 2026 |
| Keystone Financial Group | History | Added to | 121,278 | 39,107 | 2.68% | 2.97% | 395 | +1,517 | 1.27% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 121,578 | 39,002 | 1.19% | 1.18% | 396 | +25,819 | 26.96% | Q1 2026 | May 15, 2026 |
| BWM Planning, LLC | History | Added to | 121,477 | 38,971 | 10.28% | 9.93% | 397 | +10,617 | 9.58% | Q1 2026 | Apr 21, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 121,288 | 38,910 | 3.73% | 3.89% | 398 | -3,075 | -2.47% | Q1 2026 | Apr 16, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 121,249 | 38,898 | 2.52% | 2.71% | 399 | -2,342 | -1.89% | Q1 2026 | Apr 15, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 120,726 | 38,730 | 10.63% | 11.3% | 400 | +2,595 | 2.2% | Q1 2026 | May 13, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 120,411 | 38,629 | 0.6% | 0.6% | 401 | +18,092 | 17.68% | Q1 2026 | May 04, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 119,991 | 38,494 | 0.72% | 0.79% | 402 | -3,149 | -2.56% | Q1 2026 | Apr 16, 2026 |
| Root Financial Partners, LLC | History | Added to | 119,196 | 38,239 | 1.77% | 1.64% | 403 | +23,331 | 24.34% | Q1 2026 | Apr 24, 2026 |
| Breakwater Investment Management | History | Reduced | 117,486 | 37,690 | 14.01% | 14.61% | 404 | -2,926 | -2.43% | Q1 2026 | May 14, 2026 |
| OLIO Financial Planning | History | Reduced | 116,729 | 37,447 | 10.37% | 11.17% | 405 | -2,001 | -1.69% | Q1 2026 | Apr 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 116,329 | 37,319 | 5.98% | 6.82% | 406 | +8,955 | 8.34% | Q1 2026 | May 06, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 114,883 | 36,855 | 1.54% | 1.7% | 407 | -1,888 | -1.62% | Q1 2026 | Apr 30, 2026 |
| Manuka Financial, LLC | History | Added to | 114,655 | 36,782 | 22.72% | 22.84% | 408 | +4,937 | 4.5% | Q1 2026 | May 07, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 114,103 | 36,605 | 4.47% | 4.56% | 409 | +610 | 0.54% | Q1 2026 | May 05, 2026 |
| One Degree Advisors Inc | History | Added to | 113,678 | 36,469 | 9.57% | 10.31% | 410 | +1,808 | 1.62% | Q1 2026 | May 01, 2026 |
| Integris Wealth Management, LLC | History | Added to | 110,229 | 35,362 | 8.13% | 8.28% | 411 | +1,704 | 1.57% | Q1 2026 | Apr 10, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 110,148 | 35,336 | 0.64% | 0.81% | 412 | -24,715 | -18.33% | Q1 2026 | Apr 10, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 109,257 | 35,050 | 3.59% | 4.07% | 413 | -4,173 | -3.68% | Q1 2026 | May 06, 2026 |
| Roundview Capital LLC | History | Added to | 109,247 | 35,047 | 2.18% | 2.22% | 414 | +1,512 | 1.4% | Q1 2026 | May 08, 2026 |
| M&T BANK CORP | History | Reduced | 109,199 | 35,032 | 0.12% | 0.12% | 415 | -4,491 | -3.95% | Q1 2026 | May 12, 2026 |
| LM Advisors LLC | History | Reduced | 11,221 | 34,978 | 0.55% | 0.63% | 416 | -486 | -4.15% | Q1 2026 | May 13, 2026 |
| Scissortail Wealth Management, LLC | History | Reduced | 108,648 | 34,848 | 7.0% | 9.29% | 417 | -12,862 | -10.59% | Q1 2026 | Apr 23, 2026 |
| My Personal CFO, LLC | History | Reduced | 108,406 | 34,777 | 15.23% | 15.35% | 418 | -1,327 | -1.21% | Q1 2026 | Apr 21, 2026 |
| First PREMIER Bank | History | Reduced | 108,390 | 34,773 | 8.03% | 8.77% | 419 | -5,715 | -5.01% | Q1 2026 | Apr 20, 2026 |
| AlphaCore Capital LLC | History | Added to | 108,125 | 34,687 | 0.82% | 0.71% | 420 | +12,550 | 13.13% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | Added to | 108,007 | 34,649 | 1.51% | 1.6% | 421 | +94 | 0.09% | Q1 2026 | May 08, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 106,859 | 34,281 | 12.09% | 11.87% | 422 | +9,262 | 9.49% | Q1 2026 | Apr 21, 2026 |
| Clark Asset Management, LLC | History | Added to | 106,809 | 34,265 | 3.22% | 3.27% | 423 | +12,918 | 13.76% | Q1 2026 | Apr 16, 2026 |
| XY Planning Network, Inc. | History | Reduced | 105,586 | 34,129 | 5.45% | 6.7% | 424 | -9,123 | -7.95% | Q1 2026 | Apr 14, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | No change | 101,350 | 33,979 | 19.01% | 19.01% | 425 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC | History | New | 105,412 | 33,817 | 24.16% | — | 426 | +105,412 | New | Q1 2026 | May 08, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 104,582 | 33,551 | 12.58% | 13.2% | 427 | -4,627 | -4.24% | Q1 2026 | May 08, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 104,346 | 33,475 | 1.11% | 1.12% | 428 | -34 | -0.03% | Q1 2026 | May 15, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 104,187 | 33,424 | 2.99% | 4.13% | 429 | -2,008 | -1.89% | Q1 2026 | May 12, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 91,912 | 33,352 | 0.66% | 0.72% | 430 | -582 | -0.63% | Q1 2026 | May 11, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 103,907 | 33,334 | 4.66% | 5.14% | 431 | -3,469 | -3.23% | Q1 2026 | Apr 29, 2026 |
| Chandler Asset Management, Inc. | History | Added to | 103,825 | 33,308 | 5.05% | 5.45% | 432 | +1,190 | 1.16% | Q1 2026 | May 14, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 103,782 | 33,294 | 4.28% | 4.34% | 433 | +9,034 | 9.53% | Q1 2026 | Apr 27, 2026 |
| Midwest Trust Co | History | Added to | 103,534 | 33,214 | 0.41% | 0.39% | 434 | +9,522 | 10.13% | Q1 2026 | May 01, 2026 |
| GenTrust, LLC | History | Reduced | 103,314 | 33,144 | 1.42% | 1.59% | 435 | -6,868 | -6.23% | Q1 2026 | Apr 27, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 102,488 | 32,879 | 1.12% | 1.19% | 436 | +3,827 | 3.88% | Q1 2026 | Apr 20, 2026 |
| Jacobi Capital Management LLC | History | Added to | 102,415 | 32,855 | 1.84% | 1.96% | 437 | +1,636 | 1.62% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 97,650 | 32,739 | 0.58% | 0.58% | 438 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 101,807 | 32,660 | 1.05% | 0.51% | 439 | +13,845 | 15.74% | Q1 2026 | Apr 29, 2026 |
| SENTINEL TRUST CO LBA | History | Added to | 101,350 | 32,514 | 3.23% | 3.33% | 440 | +621 | 0.62% | Q1 2026 | May 07, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 100,696 | 32,304 | 6.64% | 6.83% | 441 | +792 | 0.79% | Q1 2026 | Apr 24, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 100,649 | 32,289 | 3.99% | 3.99% | 442 | -2,005 | -1.95% | Q1 2026 | May 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 99,799 | 32,259 | 0.05% | 0.05% | 443 | +12,004 | 13.67% | Q1 2026 | May 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 100,287 | 32,173 | 0.4% | 0.46% | 444 | -4,597 | -4.38% | Q1 2026 | May 11, 2026 |
| World Investment Advisors | History | Added to | 100,215 | 32,149 | 0.52% | 0.54% | 445 | +969 | 0.98% | Q1 2026 | Apr 27, 2026 |
| WASHBURN CAPITAL MANAGEMENT, INC. | History | Reduced | 100,138 | 32,125 | 18.66% | 18.54% | 446 | -290 | -0.29% | Q1 2026 | May 01, 2026 |
| David Kennon Inc | History | Reduced | 99,559 | 31,939 | 11.45% | 12.19% | 447 | -2,779 | -2.72% | Q1 2026 | Apr 28, 2026 |
| Blankinship & Foster, LLC | History | Reduced | 98,159 | 31,490 | 6.96% | 7.3% | 448 | -2,581 | -2.56% | Q1 2026 | Apr 17, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 97,060 | 31,137 | 3.57% | 3.49% | 449 | +2,962 | 3.15% | Q1 2026 | Apr 17, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 97,024 | 31,126 | 10.71% | 10.48% | 450 | +3,314 | 3.54% | Q1 2026 | May 04, 2026 |
| Beacon Financial Strategies CORP | History | Reduced | 96,966 | 31,107 | 17.66% | 18.74% | 451 | -3,174 | -3.17% | Q1 2026 | Apr 08, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 96,583 | 30,984 | 2.03% | 2.07% | 452 | -926 | -0.95% | Q1 2026 | Apr 29, 2026 |
| Portfolio Strategies, Inc. | History | Added to | 95,555 | 30,884 | 3.81% | 3.58% | 453 | +3,380 | 3.67% | Q1 2026 | May 05, 2026 |
| Safe Harbor Family Capital, LLC | History | Added to | 95,896 | 30,764 | 24.07% | 24.33% | 454 | +13,299 | 16.1% | Q1 2026 | May 12, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | Added to | 95,654 | 30,686 | 3.79% | 3.5% | 455 | +1,827 | 1.95% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 95,617 | 30,674 | 0.11% | 0.11% | 456 | +4,540 | 4.98% | Q1 2026 | Apr 24, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 94,555 | 30,334 | 1.87% | 1.96% | 457 | +1,170 | 1.25% | Q1 2026 | May 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 94,423 | 30,291 | 0.76% | 0.8% | 458 | +2,759 | 3.01% | Q1 2026 | Apr 07, 2026 |
| MAYPORT, LLC | History | Added to | 94,342 | 30,265 | 5.63% | 6.13% | 459 | +3,555 | 3.92% | Q1 2026 | Apr 21, 2026 |
| ASPIRIANT, LLC | History | Reduced | 94,327 | 30,261 | 0.86% | 0.91% | 460 | -65 | -0.07% | Q1 2026 | May 12, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 93,753 | 30,077 | 3.42% | 3.41% | 461 | +3,547 | 3.93% | Q1 2026 | Apr 16, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 93,487 | 29,991 | 0.01% | 0.01% | 462 | +3,700 | 4.12% | Q1 2026 | May 15, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 93,285 | 29,926 | 5.18% | 6.96% | 463 | -21,513 | -18.74% | Q1 2026 | Apr 08, 2026 |
| Proficio Capital Partners LLC | History | Added to | 91,961 | 29,806 | 1.59% | 1.91% | 464 | +10,699 | 13.17% | Q1 2026 | May 14, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 92,527 | 29,683 | 7.54% | 8.05% | 465 | -568 | -0.61% | Q1 2026 | Apr 28, 2026 |
| Brookstone Capital Management | History | Added to | 92,410 | 29,646 | 0.34% | 0.21% | 466 | +37,723 | 68.98% | Q1 2026 | Apr 16, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 91,492 | 29,351 | 2.02% | 2.12% | 467 | -1,956 | -2.09% | Q1 2026 | May 05, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 90,171 | 28,927 | 19.72% | 20.44% | 468 | +4,010 | 4.65% | Q1 2026 | Apr 23, 2026 |
| Altiora Financial Group, LLC | History | Added to | 90,032 | 28,883 | 4.76% | 4.91% | 469 | +5,085 | 5.99% | Q1 2026 | May 08, 2026 |
| BURRUS FINANCIAL SERVICES, INC. | History | Reduced | 89,306 | 28,650 | 13.11% | 12.62% | 470 | -41,416 | -31.68% | Q1 2026 | Apr 22, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 89,121 | 28,590 | 5.05% | 5.41% | 471 | +5,863 | 7.04% | Q1 2026 | May 14, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 88,242 | 28,309 | 0.41% | 0.36% | 472 | +26,604 | 43.16% | Q1 2026 | May 12, 2026 |
| Lexington Hill Partners, LLC | History | Added to | 88,232 | 28,305 | 16.03% | 15.82% | 473 | +25,494 | 40.64% | Q1 2026 | Apr 16, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 88,187 | 28,291 | 0.4% | 0.27% | 474 | +26,863 | 43.81% | Q1 2026 | Apr 30, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 88,005 | 28,232 | 18.43% | 21.7% | 475 | -15,656 | -15.1% | Q1 2026 | Apr 21, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 87,717 | 28,140 | 2.71% | 2.73% | 476 | +100 | 0.11% | Q1 2026 | May 06, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Added to | 87,570 | 28,093 | 10.62% | 10.52% | 477 | +2,917 | 3.45% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 87,484 | 28,065 | 0.6% | 0.64% | 478 | -2,153 | -2.4% | Q1 2026 | May 01, 2026 |
| Savvy Advisors, Inc. | History | Added to | 86,551 | 27,766 | 0.74% | 0.52% | 479 | +38,753 | 81.08% | Q1 2026 | May 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 86,488 | 27,746 | 0.04% | 0.06% | 480 | -31,416 | -26.65% | Q1 2026 | May 13, 2026 |
| WASHINGTON CAPITAL MANAGEMENT, INC | History | Reduced | 86,461 | 27,737 | 23.43% | 23.62% | 481 | -335 | -0.39% | Q1 2026 | Apr 24, 2026 |
| Amicus Financial Advisors, LLC | History | Reduced | 86,408 | 27,714 | 7.63% | 8.23% | 482 | -1,638 | -1.86% | Q1 2026 | Apr 14, 2026 |
| Great Diamond Partners, LLC | History | Added to | 86,244 | 27,667 | 5.33% | 5.52% | 483 | +646 | 0.75% | Q1 2026 | May 12, 2026 |
| Cooke Wealth Management, LLC | History | Added to | 85,886 | 27,553 | 24.41% | 25.01% | 484 | +1,880 | 2.24% | Q1 2026 | Apr 10, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 85,716 | 27,498 | 4.03% | 4.23% | 485 | +4,509 | 5.55% | Q1 2026 | Apr 24, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 84,895 | 27,235 | 1.56% | 1.65% | 486 | -2,432 | -2.78% | Q1 2026 | May 07, 2026 |
| Trellis Wealth Advisors LLC | History | Reduced | 84,706 | 27,174 | 10.34% | 11.15% | 487 | -357 | -0.42% | Q1 2026 | Apr 15, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 84,583 | 27,135 | 7.44% | 7.76% | 488 | +404 | 0.48% | Q1 2026 | May 11, 2026 |
| Continuum Advisory, LLC | History | Added to | 84,461 | 27,095 | 2.6% | 2.59% | 489 | +7,425 | 9.64% | Q1 2026 | Apr 22, 2026 |
| MRWM Advisors, LLC | History | Added to | 83,720 | 26,858 | 14.56% | 14.79% | 490 | +1,530 | 1.86% | Q1 2026 | Apr 20, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 83,648 | 26,834 | 0.49% | 0.55% | 491 | -1,886 | -2.2% | Q1 2026 | May 11, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 83,115 | 26,664 | 4.26% | 4.41% | 492 | -3,208 | -3.72% | Q1 2026 | May 04, 2026 |
| Cordant, Inc. | History | Added to | 82,596 | 26,497 | 10.76% | 11.29% | 493 | +2,314 | 2.88% | Q1 2026 | Apr 13, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 81,750 | 26,226 | 0.87% | 0.94% | 494 | -2,078 | -2.48% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 81,346 | 26,096 | 1.35% | 1.38% | 495 | +4,300 | 5.58% | Q1 2026 | Apr 17, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 81,162 | 26,037 | 5.21% | 5.71% | 496 | -1 | -0.0% | Q1 2026 | Apr 14, 2026 |
| NorthRock Partners, LLC | History | Reduced | 81,046 | 26,000 | 0.42% | 0.47% | 497 | -2,098 | -2.52% | Q1 2026 | May 15, 2026 |
| Axos Invest Inc. | History | Reduced | 80,946 | 25,968 | 19.63% | 25.47% | 498 | -22,409 | -21.68% | Q1 2026 | May 12, 2026 |
| Latigo Investments, LLC | History | No change | 80,845 | 25,935 | 12.92% | 13.34% | 499 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Karpus Management, Inc. | History | Reduced | 80,671 | 25,880 | 0.81% | 0.97% | 500 | -13,685 | -14.5% | Q1 2026 | May 14, 2026 |
| Financial & Tax Architects, LLC | History | Added to | 80,604 | 25,858 | 5.77% | 5.93% | 501 | +1,874 | 2.38% | Q1 2026 | Apr 23, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 80,034 | 25,675 | 7.11% | 8.21% | 502 | -5,327 | -6.24% | Q1 2026 | Apr 27, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 79,782 | 25,594 | 2.8% | 3.19% | 503 | -8,543 | -9.67% | Q1 2026 | Apr 23, 2026 |
| Prospera Financial Services Inc | History | Reduced | 79,694 | 25,579 | 0.41% | 0.49% | 504 | -9,956 | -11.11% | Q1 2026 | Apr 14, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 79,533 | 25,515 | 3.83% | 4.19% | 505 | +102 | 0.13% | Q1 2026 | Apr 14, 2026 |
| Pine Ridge Advisers LLC | History | Added to | 79,419 | 25,478 | 1.57% | 1.59% | 506 | +40 | 0.05% | Q1 2026 | May 15, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 78,348 | 25,134 | 20.55% | 21.1% | 507 | -11,651 | -12.95% | Q1 2026 | May 13, 2026 |
| Aspect Partners, LLC | History | Added to | 78,146 | 25,070 | 10.25% | 10.06% | 508 | +9,581 | 13.97% | Q1 2026 | Apr 02, 2026 |
| Financial Architects, LLC | History | Reduced | 78,072 | 25,046 | 13.21% | 14.57% | 509 | -2,734 | -3.38% | Q1 2026 | Apr 21, 2026 |
| Firestone Capital Management | History | Added to | 78,026 | 25,031 | 5.21% | 5.52% | 510 | +449 | 0.58% | Q1 2026 | May 08, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 70,601 | 25,002 | 5.33% | 5.69% | 511 | -3,598 | -4.85% | Q1 2026 | May 01, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 77,579 | 24,887 | 0.38% | 0.36% | 512 | +1,277 | 1.67% | Q1 2026 | Apr 08, 2026 |
| Gordian Advisors LLC | History | Added to | 77,427 | 24,839 | 16.55% | 16.87% | 513 | +1,483 | 1.95% | Q1 2026 | Apr 27, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 77,227 | 24,775 | 0.43% | 0.48% | 514 | -3,232 | -4.02% | Q1 2026 | May 04, 2026 |
| Compound Planning, Inc. | History | Reduced | 76,942 | 24,683 | 0.76% | 0.79% | 515 | -3,634 | -4.51% | Q1 2026 | May 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 76,896 | 24,669 | 0.4% | 0.49% | 516 | +6,031 | 8.51% | Q1 2026 | Apr 21, 2026 |
| Carter Financial, LLC | History | Reduced | 76,890 | 24,667 | 21.45% | 23.84% | 517 | -3,708 | -4.6% | Q1 2026 | May 13, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Added to | 76,874 | 24,661 | 5.54% | 5.33% | 518 | +1,938 | 2.59% | Q1 2026 | Apr 23, 2026 |
| Vernal Point Advisors, LLC | History | Added to | 76,862 | 24,658 | 10.03% | 10.5% | 519 | +946 | 1.25% | Q1 2026 | May 14, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 75,725 | 24,293 | 14.27% | 14.55% | 520 | +4,465 | 6.27% | Q1 2026 | Apr 21, 2026 |
| Clarity Wealth Development LLC | History | Added to | 75,471 | 24,211 | 19.76% | 20.23% | 521 | +4,156 | 5.83% | Q1 2026 | Apr 22, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 74,289 | 23,832 | 1.09% | 1.09% | 522 | -431 | -0.58% | Q1 2026 | May 06, 2026 |
| Mullooly Asset Management, Inc. | History | Added to | 74,108 | 23,777 | 8.77% | 9.06% | 523 | +244 | 0.33% | Q1 2026 | May 07, 2026 |
| Dakota Wealth Management | History | Added to | 73,426 | 23,555 | 0.51% | 0.42% | 524 | +3,576 | 5.12% | Q1 2026 | May 07, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 73,196 | 23,481 | 0.87% | 0.85% | 525 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 73,064 | 23,441 | 0.02% | 0.03% | 526 | -11,476 | -13.57% | Q1 2026 | May 14, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 72,922 | 23,394 | 2.31% | 2.43% | 527 | +803 | 1.11% | Q1 2026 | Apr 27, 2026 |
| Sound Portfolio Advisors, LLC | History | Reduced | 72,574 | 23,282 | 18.91% | 20.52% | 528 | -290 | -0.4% | Q1 2026 | May 04, 2026 |
| DEFINE FINANCIAL, LLC | History | Added to | 72,406 | 23,228 | 12.61% | 13.22% | 529 | +2,852 | 4.1% | Q1 2026 | Apr 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 72,032 | 23,108 | 0.54% | 0.57% | 530 | +2,510 | 3.61% | Q1 2026 | May 04, 2026 |
| Seneschal Advisors, LLC | History | Added to | 71,785 | 23,029 | 17.1% | 17.72% | 531 | +12 | 0.02% | Q1 2026 | May 08, 2026 |
| HT Partners LLC | History | Added to | 71,294 | 22,871 | 6.93% | 7.09% | 532 | +163 | 0.23% | Q1 2026 | Apr 10, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 71,290 | 22,870 | 15.06% | 15.95% | 533 | +19 | 0.03% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 71,128 | 22,818 | 0.28% | 0.32% | 534 | -5,606 | -7.31% | Q1 2026 | Apr 20, 2026 |
| Cresta Advisors, Ltd. | History | Added to | 70,842 | 22,726 | 9.31% | 9.44% | 535 | +3,709 | 5.52% | Q1 2026 | Apr 27, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 70,440 | 22,597 | 0.37% | 0.43% | 536 | -2,833 | -3.87% | Q1 2026 | Apr 22, 2026 |
| Aspen Grove Capital, LLC | History | Reduced | 70,419 | 22,595 | 4.39% | 4.36% | 537 | -4,505 | -6.01% | Q1 2026 | May 14, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 70,417 | 22,590 | 2.97% | 3.27% | 538 | +334 | 0.48% | Q1 2026 | May 12, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 70,368 | 22,574 | 1.54% | 1.71% | 539 | -5,537 | -7.29% | Q1 2026 | May 06, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 69,983 | 22,451 | 0.87% | 1.08% | 540 | +41,145 | 142.68% | Q1 2026 | May 15, 2026 |
| BBR PARTNERS, LLC | History | Reduced | 69,972 | 22,447 | 1.25% | 1.92% | 541 | -36,735 | -34.43% | Q1 2026 | May 12, 2026 |
| Bucket List Wealth Management, LLC | History | Added to | 69,850 | 22,408 | 13.49% | 13.68% | 542 | +1,568 | 2.3% | Q1 2026 | May 07, 2026 |
| Reality Financial Planning Services, LLC | History | Reduced | 69,565 | 22,317 | 21.54% | 22.69% | 543 | -1,114 | -1.58% | Q1 2026 | Apr 24, 2026 |
| WealthCollab, LLC | History | Added to | 69,346 | 22,246 | 9.16% | 8.64% | 544 | +6,357 | 10.09% | Q1 2026 | May 13, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 63,926 | 22,235 | 1.43% | 1.34% | 545 | +5,282 | 9.01% | Q1 2026 | Apr 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 68,958 | 22,122 | 0.12% | 0.15% | 546 | -3,177 | -4.4% | Q1 2026 | May 15, 2026 |
| Bricktown Capital, LLC | History | Added to | 68,900 | 22,103 | 4.35% | 0.24% | 547 | +64,600 | 1502.33% | Q1 2026 | Apr 16, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 68,757 | 22,057 | 0.67% | 0.66% | 548 | +2,321 | 3.49% | Q1 2026 | May 13, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 68,686 | 22,035 | 10.32% | 11.06% | 549 | -1,709 | -2.43% | Q1 2026 | Apr 15, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 68,189 | 21,875 | 1.2% | 1.17% | 550 | +2,040 | 3.08% | Q1 2026 | May 14, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 68,140 | 21,859 | 2.78% | 2.99% | 551 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 314,566 | 21,840 | 1.01% | 0.51% | 552 | -105,582 | -25.13% | Q1 2026 | May 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 68,002 | 21,815 | 0.18% | 0.19% | 553 | -1,980 | -2.83% | Q1 2026 | May 01, 2026 |
| HighPoint Advisor Group LLC | History | New | 67,998 | 21,814 | 0.91% | — | 554 | +67,998 | New | Q1 2026 | May 14, 2026 |
| Callan Family Office, LLC | History | Added to | 67,752 | 21,735 | 0.49% | 0.44% | 555 | +6,097 | 9.89% | Q1 2026 | May 13, 2026 |
| REDW Wealth LLC | History | Reduced | 67,745 | 21,733 | 8.67% | 9.41% | 556 | -5,907 | -8.02% | Q1 2026 | May 07, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 67,699 | 21,718 | 4.83% | 4.88% | 557 | +1,139 | 1.71% | Q1 2026 | May 21, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 67,253 | 21,575 | 2.27% | 0.64% | 558 | +56,952 | 552.88% | Q1 2026 | Apr 17, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 66,972 | 21,485 | 0.44% | 0.47% | 559 | -1,742 | -2.54% | Q1 2026 | May 14, 2026 |
| Sageworth Trust Co of South Dakota | History | Added to | 66,741 | 21,411 | 16.96% | 18.06% | 560 | +784 | 1.19% | Q1 2026 | Apr 29, 2026 |
| Essential Planning, LLC. | History | Added to | 66,344 | 21,284 | 6.77% | 6.74% | 561 | +3,308 | 5.25% | Q1 2026 | Apr 22, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 66,267 | 21,259 | 13.29% | 12.96% | 562 | +2,170 | 3.39% | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | Added to | 65,828 | 21,118 | 0.77% | 0.91% | 563 | +7,056 | 12.01% | Q1 2026 | May 19, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 65,805 | 21,111 | 7.37% | 11.62% | 564 | -38,008 | -36.61% | Q1 2026 | Apr 20, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 65,770 | 21,101 | 0.21% | 0.24% | 565 | +1,006 | 1.55% | Q1 2026 | May 12, 2026 |
| ArchPoint Investors | History | No change | 65,721 | 21,083 | 5.02% | 5.23% | 566 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 65,334 | 20,960 | 0.42% | 0.43% | 567 | +1,877 | 2.96% | Q1 2026 | May 14, 2026 |
| CRA Financial Services, LLC | History | Added to | 65,324 | 20,956 | 2.72% | 2.13% | 568 | +16,748 | 34.48% | Q1 2026 | Apr 09, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 65,052 | 20,869 | 0.99% | 0.96% | 569 | +5,869 | 9.92% | Q1 2026 | Apr 28, 2026 |
| Cornerstone National Bank & Trust Co | History | Reduced | 64,525 | 20,857 | 7.68% | 9.5% | 570 | -6,504 | -9.16% | Q1 2026 | Apr 14, 2026 |
| Empowered Funds, LLC | History | New | 64,855 | 20,806 | 0.13% | — | 571 | +64,855 | New | Q1 2026 | May 14, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 64,744 | 20,770 | 0.25% | 0.24% | 572 | +3,027 | 4.9% | Q1 2026 | May 15, 2026 |
| SVRN Asset Management, LLC | History | Reduced | 64,548 | 20,707 | 20.05% | 21.99% | 573 | -15,090 | -18.95% | Q1 2026 | May 12, 2026 |
| URS Advisory LLC | History | Added to | 64,509 | 20,695 | 15.14% | 16.63% | 574 | +4,814 | 8.06% | Q1 2026 | Apr 23, 2026 |
| FineMark National Bank & Trust | History | No change | 61,524 | 20,627 | 0.64% | 0.64% | 575 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 63,628 | 20,412 | 1.24% | 0.6% | 576 | -688,412 | -91.54% | Q1 2026 | May 12, 2026 |
| Parisi Gray Wealth Management | History | Reduced | 63,457 | 20,357 | 4.85% | 4.86% | 577 | -357 | -0.56% | Q1 2026 | Apr 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 63,260 | 20,288 | 0.04% | 0.04% | 578 | +2,751 | 4.55% | Q1 2026 | May 01, 2026 |
| Industrial Alliance Investment Management Inc. | History | Reduced | 63,176 | 20,267 | 12.12% | 12.45% | 579 | -2,240 | -3.42% | Q1 2026 | Apr 23, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 63,166 | 20,264 | 3.98% | 4.21% | 580 | +3,497 | 5.86% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 63,114 | 20,247 | 0.11% | 0.11% | 581 | +8,383 | 15.32% | Q1 2026 | May 13, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | Added to | 63,113 | 20,247 | 18.19% | 18.01% | 582 | +5,855 | 10.23% | Q1 2026 | Apr 28, 2026 |
| Compass Advisory Group LLC | History | Reduced | 62,975 | 20,202 | 5.41% | 5.72% | 583 | -217 | -0.34% | Q1 2026 | Apr 21, 2026 |
| Independence Bank of Kentucky | History | Reduced | 62,713 | 20,118 | 2.55% | 2.62% | 584 | -31 | -0.05% | Q1 2026 | Apr 30, 2026 |
| Monument Group Wealth Advisors, LLC | History | Reduced | 62,464 | 20,039 | 11.12% | 11.57% | 585 | -853 | -1.35% | Q1 2026 | Apr 22, 2026 |
| Addis & Hill, Inc | History | Reduced | 62,338 | 19,998 | 12.16% | 12.88% | 586 | -1,064 | -1.68% | Q1 2026 | Apr 16, 2026 |
| Glenview Trust Co | History | Added to | 62,244 | 19,968 | 0.31% | 0.32% | 587 | +925 | 1.51% | Q1 2026 | May 08, 2026 |
| Plotkin Financial Advisors, LLC | History | Added to | 62,036 | 19,901 | 10.0% | 9.94% | 588 | +1,281 | 2.11% | Q1 2026 | May 11, 2026 |
| NBT BANK N A /NY | History | Added to | 61,985 | 19,885 | 1.3% | 1.34% | 589 | +51,719 | 503.79% | Q1 2026 | Apr 28, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 61,535 | 19,741 | 13.8% | 15.13% | 590 | +787 | 1.3% | Q1 2026 | May 12, 2026 |
| 5th Street Advisors, LLC | History | Added to | 61,439 | 19,710 | 8.49% | 9.31% | 591 | +1,976 | 3.32% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 61,143 | 19,615 | 0.46% | 0.47% | 592 | +2,762 | 4.73% | Q1 2026 | May 15, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 61,077 | 19,594 | 0.19% | 0.18% | 593 | +4,167 | 7.32% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 55,921 | 19,584 | 0.35% | 0.33% | 594 | +35,135 | 169.03% | Q1 2026 | May 01, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 60,890 | 19,534 | 0.58% | 0.62% | 595 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 210,327 | 19,503 | 1.16% | 1.22% | 596 | +148,765 | 241.65% | Q1 2026 | May 12, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 60,248 | 19,328 | 3.26% | 3.41% | 597 | +403 | 0.67% | Q1 2026 | May 05, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 60,216 | 19,317 | 0.45% | 0.06% | 598 | +56,313 | 1442.81% | Q1 2026 | Apr 27, 2026 |
| DRW Securities, LLC | History | Added to | 59,013 | 18,931 | 0.26% | 0.22% | 599 | +34,536 | 141.1% | Q1 2026 | May 13, 2026 |
| Stokes Family Office, LLC | History | Reduced | 58,889 | 18,892 | 1.95% | 1.89% | 600 | -2,634 | -4.28% | Q1 2026 | May 11, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 56,289 | 18,872 | 6.39% | 6.39% | 601 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| VVR Holdings LLC | History | Added to | 58,792 | 18,861 | 9.74% | 9.92% | 602 | +1,848 | 3.25% | Q1 2026 | Apr 16, 2026 |
| SIGNATUREFD, LLC | History | Added to | 58,523 | 18,774 | 0.29% | 0.29% | 603 | +2,047 | 3.62% | Q1 2026 | Apr 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 55,999 | 18,774 | 0.63% | 0.63% | 604 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Reduced | 58,483 | 18,762 | 7.31% | 7.61% | 605 | -36 | -0.06% | Q1 2026 | May 07, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 58,279 | 18,696 | 11.07% | 11.66% | 606 | -8,147 | -12.26% | Q1 2026 | Apr 16, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 58,208 | 18,673 | 2.02% | 2.21% | 607 | -943 | -1.59% | Q1 2026 | Apr 24, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 57,943 | 18,588 | 0.59% | 0.6% | 608 | +1,837 | 3.27% | Q1 2026 | Apr 08, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 55,290 | 18,536 | 2.65% | 2.65% | 609 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 57,691 | 18,509 | 2.84% | 3.11% | 610 | -205 | -0.35% | Q1 2026 | May 04, 2026 |
| Forum Financial Management, LP | History | Reduced | 57,617 | 18,483 | 0.26% | 0.25% | 611 | -440 | -0.76% | Q1 2026 | Apr 23, 2026 |
| Applied Capital LLC | History | Reduced | 57,554 | 18,464 | 6.89% | 7.45% | 612 | -152 | -0.26% | Q1 2026 | Apr 22, 2026 |
| Ridge Creek Global, Inc | History | Added to | 57,470 | 18,437 | 15.64% | 16.15% | 613 | +60 | 0.1% | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | Added to | 57,145 | 18,332 | 0.51% | 0.4% | 614 | +13,837 | 31.95% | Q1 2026 | May 04, 2026 |
| StoneX Group Inc. | History | Reduced | 56,966 | 18,331 | 0.99% | 0.86% | 615 | -1,852 | -3.15% | Q1 2026 | May 14, 2026 |
| Nova R Wealth, Inc. | History | Added to | 56,911 | 18,257 | 5.83% | 0.6% | 616 | +52,023 | 1064.3% | Q1 2026 | Apr 17, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 56,861 | 18,241 | 3.1% | 3.1% | 617 | +4,293 | 8.17% | Q1 2026 | May 01, 2026 |
| Fairway Financial, LLC | History | Reduced | 56,656 | 18,175 | 13.82% | 14.76% | 618 | -1,666 | -2.86% | Q1 2026 | May 11, 2026 |
| AA Financial Advisors, LLC | History | Added to | 56,308 | 18,064 | 2.54% | 3.4% | 619 | +1,486 | 2.71% | Q1 2026 | Apr 20, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 56,212 | 18,033 | 0.61% | 0.62% | 620 | -657 | -1.16% | Q1 2026 | Apr 06, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 56,176 | 18,021 | 0.7% | 0.75% | 621 | -3,543 | -5.93% | Q1 2026 | May 12, 2026 |
| Trace Wealth Advisors, LLC | History | Reduced | 56,031 | 17,975 | 13.47% | 14.5% | 622 | -3,828 | -6.4% | Q1 2026 | May 13, 2026 |
| Portland Global Advisors LLC | History | Reduced | 55,974 | 17,957 | 1.91% | 2.12% | 623 | -2,895 | -4.92% | Q1 2026 | May 11, 2026 |
| Coastline Trust Co | History | Added to | 55,955 | 17,950 | 1.78% | 1.73% | 624 | +1,121 | 2.04% | Q1 2026 | Apr 03, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 55,742 | 17,882 | 9.72% | 10.32% | 625 | -325 | -0.58% | Q1 2026 | Apr 10, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 55,318 | 17,746 | 1.0% | 0.92% | 626 | +32,321 | 140.54% | Q1 2026 | Apr 22, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 55,222 | 17,715 | 0.3% | 0.31% | 627 | -3,709 | -6.29% | Q1 2026 | May 13, 2026 |
| Long Island Wealth Management, Inc. | History | Reduced | 55,189 | 17,705 | 8.21% | 8.91% | 628 | -983 | -1.75% | Q1 2026 | Apr 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 55,099 | 17,676 | 0.42% | 0.55% | 629 | -12,260 | -18.2% | Q1 2026 | May 11, 2026 |
| Empirical Finance, LLC | History | New | 55,050 | 17,660 | 0.83% | — | 630 | +55,050 | New | Q1 2026 | May 14, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 55,047 | 17,659 | 0.62% | 0.64% | 631 | +484 | 0.89% | Q1 2026 | May 06, 2026 |
| IHT Wealth Management, LLC | History | Added to | 55,042 | 17,658 | 0.41% | 0.44% | 632 | +654 | 1.2% | Q1 2026 | May 15, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 54,734 | 17,559 | 0.64% | 0.71% | 633 | -1,480 | -2.63% | Q1 2026 | May 07, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 54,692 | 17,545 | 0.93% | 0.99% | 634 | +1,067 | 1.99% | Q1 2026 | Apr 27, 2026 |
| Comprehensive Financial Management LLC | History | No change | 54,691 | 17,545 | 0.58% | 0.55% | 635 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 54,587 | 17,512 | 1.28% | 1.35% | 636 | -4,553 | -7.7% | Q1 2026 | Apr 20, 2026 |
| Advisor OS, LLC | History | Added to | 54,460 | 17,471 | 1.26% | 1.46% | 637 | +292 | 0.54% | Q1 2026 | May 07, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 54,228 | 17,396 | 8.11% | 6.89% | 638 | +13,113 | 31.89% | Q1 2026 | Apr 09, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Added to | 54,181 | 17,381 | 7.25% | 7.14% | 639 | +3,511 | 6.93% | Q1 2026 | May 15, 2026 |
| Avion Wealth | History | Added to | 53,879 | 17,284 | 3.57% | 3.69% | 640 | +1,367 | 2.6% | Q1 2026 | May 01, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 53,755 | 17,245 | 1.55% | 2.16% | 641 | -15,555 | -22.44% | Q1 2026 | May 14, 2026 |
| Downshift Financial, LLC | History | Added to | 49,244 | 17,223 | 8.92% | 8.15% | 642 | +9,624 | 24.29% | Q1 2026 | Apr 29, 2026 |
| MontVue Capital Management, Inc. | History | Reduced | 53,610 | 17,198 | 11.72% | 12.06% | 643 | -454 | -0.84% | Q1 2026 | Apr 16, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Reduced | 53,492 | 17,160 | 1.09% | 1.11% | 644 | -396 | -0.73% | Q1 2026 | May 14, 2026 |
| Legacy Financial Strategies, LLC | History | Added to | 52,955 | 16,988 | 3.07% | 3.1% | 645 | +777 | 1.49% | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | Reduced | 52,939 | 16,983 | 0.35% | 0.41% | 646 | -1,097 | -2.03% | Q1 2026 | Apr 13, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Reduced | 52,828 | 16,947 | 11.24% | 11.69% | 647 | -281 | -0.53% | Q1 2026 | May 18, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 52,460 | 16,942 | 0.05% | 0.1% | 648 | +5,817 | 12.47% | Q1 2026 | May 12, 2026 |
| Fullerton Advisors, LLC | History | Reduced | 52,733 | 16,917 | 17.52% | 17.68% | 649 | -76 | -0.14% | Q1 2026 | Apr 21, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 52,705 | 16,908 | 2.91% | 3.0% | 650 | +75 | 0.14% | Q1 2026 | Apr 13, 2026 |
| Prosperity Advisers, LLC | History | Reduced | 52,638 | 16,886 | 14.03% | 15.09% | 651 | -1,888 | -3.46% | Q1 2026 | Apr 23, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 52,139 | 16,726 | 0.84% | 0.94% | 652 | -1,926 | -3.56% | Q1 2026 | Apr 23, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 52,105 | 16,715 | 0.91% | 1.04% | 653 | -4,201 | -7.46% | Q1 2026 | May 06, 2026 |
| TSFG, LLC | History | Reduced | 52,035 | 16,693 | 2.53% | 2.65% | 654 | -844 | -1.6% | Q1 2026 | Apr 27, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 51,753 | 16,603 | 2.9% | 3.09% | 655 | -633 | -1.21% | Q1 2026 | Apr 23, 2026 |
| Glaxis Capital Management, LLC | History | Added to | 51,745 | 16,600 | 20.77% | 1.08% | 656 | +49,870 | 2659.73% | Q1 2026 | May 11, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 51,744 | 16,599 | 0.88% | 1.03% | 657 | -8,784 | -14.51% | Q1 2026 | Apr 29, 2026 |
| Atlantic Private Wealth, LLC | History | Reduced | 51,724 | 16,593 | 10.85% | 11.18% | 658 | -452 | -0.87% | Q1 2026 | May 08, 2026 |
| Ahara Advisors LLC | History | Added to | 51,216 | 16,430 | 13.74% | 12.52% | 659 | +10,125 | 24.64% | Q1 2026 | May 14, 2026 |
| Bulwark Capital Corp | History | Added to | 51,093 | 16,391 | 10.1% | 12.17% | 660 | +36 | 0.07% | Q1 2026 | Apr 07, 2026 |
| SEMITAM BONAM LLC | History | Reduced | 50,858 | 16,315 | 13.33% | 14.21% | 661 | -26 | -0.05% | Q1 2026 | Apr 21, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 50,781 | 16,290 | 1.98% | 2.12% | 662 | +302 | 0.6% | Q1 2026 | May 05, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Added to | 50,531 | 16,210 | 9.92% | 9.97% | 663 | +568 | 1.14% | Q1 2026 | May 15, 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | History | Added to | 50,454 | 16,186 | 12.77% | 12.42% | 664 | +3,122 | 6.6% | Q1 2026 | May 06, 2026 |
| LifeGuide Financial Advisors, LLC | History | Added to | 50,429 | 16,178 | 5.17% | 5.51% | 665 | +1,033 | 2.09% | Q1 2026 | Apr 08, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 50,351 | 16,153 | 0.49% | 0.51% | 666 | +1,662 | 3.41% | Q1 2026 | Apr 16, 2026 |
| Ironsides Asset Advisors, LLC | History | Added to | 50,216 | 16,109 | 4.04% | 3.87% | 667 | +4,706 | 10.34% | Q1 2026 | May 11, 2026 |
| DAVIS R M INC | History | Reduced | 49,865 | 15,997 | 0.28% | 0.3% | 668 | -1,682 | -3.26% | Q1 2026 | May 13, 2026 |
| FIRST HORIZON CORP | History | Reduced | 49,369 | 15,838 | 0.66% | 0.77% | 669 | -1,926 | -3.75% | Q1 2026 | Apr 30, 2026 |
| Independence Asset Advisors, LLC | History | Added to | 49,278 | 15,808 | 5.72% | 8.31% | 670 | +4,309 | 9.58% | Q1 2026 | Apr 22, 2026 |
| CONNING INC. | History | No change | 49,266 | 15,805 | 0.53% | 0.55% | 671 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Strategic Blueprint, LLC | History | Added to | 49,141 | 15,764 | 0.92% | 0.96% | 672 | +768 | 1.59% | Q1 2026 | Apr 29, 2026 |
| Bull Oak Capital, LLC | History | Added to | 49,025 | 15,727 | 6.04% | 6.4% | 673 | +2,304 | 4.93% | Q1 2026 | May 11, 2026 |
| Stratos Investment Management, LLC | History | Added to | 49,010 | 15,722 | 0.63% | 0.58% | 674 | +5,604 | 12.91% | Q1 2026 | Apr 28, 2026 |
| Rothschild Wealth LLC | History | Added to | 48,945 | 15,702 | 1.42% | 1.57% | 675 | +356 | 0.73% | Q1 2026 | May 06, 2026 |
| Heirloom Wealth Management | History | Added to | 48,881 | 15,681 | 2.82% | 0.05% | 676 | +48,195 | 7025.51% | Q1 2026 | Apr 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 48,812 | 15,659 | 0.88% | 0.92% | 677 | -36 | -0.07% | Q1 2026 | Apr 20, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 48,800 | 15,655 | 2.08% | 2.23% | 678 | -1,170 | -2.34% | Q1 2026 | Apr 09, 2026 |
| Pine Harbor Wealth Management, LLC | History | Added to | 48,677 | 15,616 | 4.67% | 4.91% | 679 | +904 | 1.89% | Q1 2026 | Apr 28, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 48,632 | 15,601 | 0.03% | 0.07% | 680 | -60,160 | -55.3% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Added to | 48,358 | 15,513 | 0.22% | 0.18% | 681 | +7,696 | 18.93% | Q1 2026 | May 11, 2026 |
| WESBANCO BANK INC | History | Reduced | 48,301 | 15,495 | 0.43% | 0.45% | 682 | -581 | -1.19% | Q1 2026 | Apr 21, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 48,162 | 15,450 | 4.61% | 4.76% | 683 | +936 | 1.98% | Q1 2026 | May 05, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 48,116 | 15,435 | 2.24% | 2.45% | 684 | +608 | 1.28% | Q1 2026 | May 11, 2026 |
| Swisher Financial Concepts, Inc. | History | Added to | 47,953 | 15,384 | 8.61% | 8.84% | 685 | +1,501 | 3.23% | Q1 2026 | Apr 16, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 47,951 | 15,383 | 0.82% | 0.56% | 686 | +19,986 | 71.47% | Q1 2026 | Apr 16, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 47,809 | 15,337 | 6.66% | 6.39% | 687 | +4,504 | 10.4% | Q1 2026 | May 12, 2026 |
| Carr Financial Group Corp | History | Reduced | 47,579 | 15,263 | 4.03% | 4.33% | 688 | -1,000 | -2.06% | Q1 2026 | May 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 47,455 | 15,224 | 0.18% | 0.18% | 689 | -195 | -0.41% | Q1 2026 | Apr 24, 2026 |
| Index Fund Advisors, Inc. | History | Reduced | 47,365 | 15,195 | 0.68% | 0.75% | 690 | -177 | -0.37% | Q1 2026 | May 12, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 47,296 | 15,173 | 0.4% | 0.4% | 691 | +1,023 | 2.21% | Q1 2026 | May 01, 2026 |
| New Covenant Trust Company, N.A. | History | Reduced | 47,082 | 15,104 | 13.48% | 14.43% | 692 | -490 | -1.03% | Q1 2026 | Apr 17, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 47,063 | 15,098 | 3.41% | 3.73% | 693 | -926 | -1.93% | Q1 2026 | Apr 22, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 46,979 | 15,070 | 0.05% | 0.06% | 694 | +2,897 | 6.57% | Q1 2026 | May 13, 2026 |
| Arta Finance Wealth Management LLC | History | Added to | 46,908 | 15,048 | 7.43% | 6.81% | 695 | +7,088 | 17.8% | Q1 2026 | Apr 20, 2026 |
| Stonekeep Investments, LLC | History | Added to | 46,796 | 15,012 | 9.73% | 9.38% | 696 | +3,054 | 6.98% | Q1 2026 | Apr 07, 2026 |
| Abound Wealth Management | History | Added to | 46,749 | 14,997 | 3.41% | 3.56% | 697 | +1,373 | 3.03% | Q1 2026 | Apr 10, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 46,370 | 14,876 | 4.6% | 4.31% | 698 | +2,642 | 6.04% | Q1 2026 | May 12, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 46,353 | 14,867 | 1.54% | 1.57% | 699 | +1,193 | 2.64% | Q1 2026 | May 06, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 46,316 | 14,858 | 0.21% | 0.2% | 700 | +1,646 | 3.68% | Q1 2026 | May 01, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Added to | 46,305 | 14,855 | 0.54% | 0.34% | 701 | +13,554 | 41.38% | Q1 2026 | May 13, 2026 |
| GREENWOOD GEARHART LLC | History | Reduced | 46,292 | 14,850 | 0.8% | 1.39% | 702 | -28,986 | -38.51% | Q1 2026 | May 06, 2026 |
| Seven Post Investment Office LP | History | Reduced | 46,265 | 14,842 | 4.79% | 5.62% | 703 | -591 | -1.26% | Q1 2026 | May 13, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 46,256 | 14,840 | 1.85% | 1.98% | 704 | +506 | 1.11% | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Added to | 45,972 | 14,748 | 0.27% | 0.25% | 705 | +6,753 | 17.22% | Q1 2026 | Apr 17, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 45,932 | 14,735 | 0.45% | 0.31% | 706 | +17,708 | 62.74% | Q1 2026 | May 05, 2026 |
| Argent Trust Co | History | Reduced | 45,926 | 14,733 | 0.5% | 0.55% | 707 | -1,993 | -4.16% | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 45,924 | 14,732 | 1.16% | 1.15% | 708 | +138 | 0.3% | Q1 2026 | Apr 23, 2026 |
| Capital Square, LLC | History | Added to | 41,782 | 14,709 | 6.78% | 6.37% | 709 | +4,523 | 12.14% | Q1 2026 | May 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 45,784 | 14,687 | 0.08% | 0.08% | 710 | +2,054 | 4.7% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 45,603 | 14,629 | 0.18% | 0.21% | 711 | +2,502 | 5.8% | Q1 2026 | Apr 23, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 45,597 | 14,627 | 0.11% | 0.1% | 712 | +2,838 | 6.64% | Q1 2026 | May 11, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 45,554 | 14,614 | 0.53% | 0.59% | 713 | -3,214 | -6.59% | Q1 2026 | Apr 28, 2026 |
| KLCM Advisors, Inc. | History | Added to | 45,477 | 14,589 | 1.23% | 1.18% | 714 | +4,622 | 11.31% | Q1 2026 | Apr 30, 2026 |
| HEADINVEST, LLC | History | Reduced | 45,460 | 14,584 | 2.99% | 3.15% | 715 | -1,745 | -3.7% | Q1 2026 | May 15, 2026 |
| Next Level Wealth Planning, LLC | History | Reduced | 45,370 | 14,555 | 7.48% | 8.26% | 716 | -914 | -1.97% | Q1 2026 | Apr 21, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 45,360 | 14,552 | 0.42% | 0.43% | 717 | +1,149 | 2.6% | Q1 2026 | Apr 21, 2026 |
| VPR Management LLC | History | Added to | 45,200 | 14,500 | 5.79% | 6.09% | 718 | +4,400 | 10.78% | Q1 2026 | May 15, 2026 |
| a16z Perennial Management, L.P. | History | Reduced | 44,959 | 14,423 | 1.2% | 4.11% | 719 | -60,182 | -57.24% | Q1 2026 | May 11, 2026 |
| Klingman & Associates, LLC | History | Added to | 44,937 | 14,416 | 0.69% | 0.72% | 720 | +299 | 0.67% | Q1 2026 | May 14, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Reduced | 44,616 | 14,313 | 2.4% | 2.63% | 721 | -1,167 | -2.55% | Q1 2026 | Apr 14, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 44,595 | 14,306 | 2.44% | 2.03% | 722 | +10,252 | 29.85% | Q1 2026 | Apr 15, 2026 |
| Sharper & Granite LLC | History | Added to | 44,593 | 14,305 | 4.89% | 4.66% | 723 | +5,168 | 13.11% | Q1 2026 | Apr 08, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 44,588 | 14,304 | 1.16% | 1.22% | 724 | +261 | 0.59% | Q1 2026 | Apr 22, 2026 |
| BOKF, NA | History | Reduced | 44,553 | 14,293 | 0.22% | 0.28% | 725 | -9,380 | -17.39% | Q1 2026 | May 08, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 44,192 | 14,284 | 11.22% | 13.02% | 726 | +3,420 | 8.39% | Q1 2026 | Apr 02, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 44,514 | 14,280 | 0.34% | 0.31% | 727 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 44,432 | 14,254 | 0.87% | 0.7% | 728 | +1,353 | 3.14% | Q1 2026 | Apr 28, 2026 |
| Greenspring Advisors, LLC | History | Added to | 44,422 | 14,251 | 0.87% | 0.87% | 729 | +2,240 | 5.31% | Q1 2026 | May 04, 2026 |
| Caldwell Trust Co | History | Added to | 44,356 | 14,229 | 1.27% | 1.27% | 730 | +1,902 | 4.48% | Q1 2026 | Apr 22, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 42,395 | 14,228 | 0.96% | 1.13% | 731 | -4,464 | -9.53% | Q1 2026 | May 12, 2026 |
| Glassman Wealth Services | History | Reduced | 44,146 | 14,162 | 1.93% | 2.02% | 732 | -497 | -1.11% | Q1 2026 | May 04, 2026 |
| DAVENPORT & Co LLC | History | Added to | 44,048 | 14,130 | 0.08% | 0.06% | 733 | +8,429 | 23.66% | Q1 2026 | Apr 15, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | Added to | 43,998 | 14,115 | 7.44% | 7.59% | 734 | +1,197 | 2.8% | Q1 2026 | May 13, 2026 |
| Asset Management Group, Inc. | History | Reduced | 43,937 | 14,095 | 2.28% | 2.46% | 735 | -1,453 | -3.2% | Q1 2026 | May 15, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 43,917 | 14,089 | 0.04% | 0.04% | 736 | -2,693 | -5.78% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 43,907 | 14,085 | 0.19% | 0.19% | 737 | +5,500 | 14.32% | Q1 2026 | May 12, 2026 |
| Shelter Mutual Insurance Co | History | No change | 43,850 | 14,067 | 3.13% | 3.28% | 738 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SELDON CAPITAL LP | History | No change | 43,798 | 14,050 | 5.17% | 5.08% | 739 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cornerstone Management, Inc. | History | Added to | 43,574 | 13,979 | 2.23% | 2.38% | 740 | +2 | 0.0% | Q1 2026 | Apr 16, 2026 |
| NIA IMPACT ADVISORS, LLC | History | No change | 43,575 | 13,979 | 6.22% | 4.9% | 741 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 43,475 | 13,947 | 4.17% | 4.29% | 742 | +281 | 0.65% | Q1 2026 | May 05, 2026 |
| Berman McAleer LLC | History | Reduced | 43,391 | 13,920 | 1.9% | 2.07% | 743 | -1,747 | -3.87% | Q1 2026 | Apr 17, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 43,350 | 13,907 | 1.94% | 1.93% | 744 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CX Institutional | History | Reduced | 43,007 | 13,797 | 0.42% | 0.62% | 745 | -18,916 | -30.55% | Q1 2026 | Apr 06, 2026 |
| Intelligent Financial Strategies | History | Reduced | 42,999 | 13,794 | 7.19% | 7.36% | 746 | -2,677 | -5.86% | Q1 2026 | Apr 28, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 42,949 | 13,778 | 0.75% | 0.76% | 747 | -944 | -2.15% | Q1 2026 | May 15, 2026 |
| FAYEZ SAROFIM & CO | History | Reduced | 42,879 | 13,756 | 0.04% | 0.03% | 748 | -450 | -1.04% | Q1 2026 | May 15, 2026 |
| Olistico Wealth, LLC | History | Reduced | 42,863 | 13,750 | 6.77% | 7.92% | 749 | -5,548 | -11.46% | Q1 2026 | Apr 08, 2026 |
| Avant Financial Advisors LLC | History | Added to | 42,744 | 13,712 | 9.64% | 10.07% | 750 | +954 | 2.28% | Q1 2026 | Apr 23, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 38,634 | 13,619 | 4.55% | 4.32% | 751 | +54 | 0.14% | Q1 2026 | Apr 28, 2026 |
| Sunpointe, LLC | History | Added to | 42,443 | 13,616 | 4.46% | 4.24% | 752 | +4,315 | 11.32% | Q1 2026 | Apr 21, 2026 |
| BTC Capital Management, Inc. | History | Added to | 42,408 | 13,604 | 0.92% | 0.4% | 753 | +25,450 | 150.08% | Q1 2026 | Apr 20, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 42,108 | 13,508 | 1.96% | 2.12% | 754 | +1,070 | 2.61% | Q1 2026 | May 14, 2026 |
| Azimuth Capital Investment Management LLC | History | Added to | 42,100 | 13,506 | 0.51% | 0.5% | 755 | +340 | 0.81% | Q1 2026 | May 12, 2026 |
| OneAscent Financial Services LLC | History | Added to | 42,003 | 13,474 | 0.73% | 1.28% | 756 | +662 | 1.6% | Q1 2026 | Apr 21, 2026 |
| LexAurum Advisors, LLC | History | New | 41,978 | 13,467 | 1.75% | — | 757 | +41,978 | New | Q1 2026 | Apr 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 41,960 | 13,461 | 0.55% | 0.59% | 758 | -242 | -0.57% | Q1 2026 | May 12, 2026 |
| Good Steward Wealth Advisors,LLC | History | Added to | 41,865 | 13,430 | 8.64% | 9.02% | 759 | +1,096 | 2.69% | Q1 2026 | May 04, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 41,637 | 13,357 | 0.32% | 0.28% | 760 | +3,439 | 9.0% | Q1 2026 | May 08, 2026 |
| Regal Investment Advisors LLC | History | Added to | 41,589 | 13,342 | 0.77% | 0.8% | 761 | +1,478 | 3.68% | Q1 2026 | May 14, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Added to | 41,522 | 13,320 | 3.84% | 2.53% | 762 | +16,864 | 68.39% | Q1 2026 | May 07, 2026 |
| DELPHI FINANCIAL GROUP, INC. | History | No change | 41,400 | 13,281 | 5.99% | 6.93% | 763 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legacy Advisors, LLC | History | Added to | 41,256 | 13,235 | 1.56% | 1.38% | 764 | +2,851 | 7.42% | Q1 2026 | May 05, 2026 |
| Avior Wealth Management, LLC | History | Added to | 41,067 | 13,174 | 0.37% | 0.42% | 765 | +1,263 | 3.17% | Q1 2026 | Apr 09, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 41,018 | 13,159 | 0.2% | 0.2% | 766 | +93 | 0.23% | Q1 2026 | May 15, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 41,015 | 13,158 | 6.18% | 6.53% | 767 | +2,084 | 5.35% | Q1 2026 | Apr 14, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 40,895 | 13,119 | 2.08% | 2.21% | 768 | +2,464 | 6.41% | Q1 2026 | Apr 09, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Reduced | 40,860 | 13,108 | 1.24% | 1.36% | 769 | -498 | -1.2% | Q1 2026 | May 13, 2026 |
| CVA Family Office, LLC | History | Added to | 40,654 | 13,042 | 1.37% | 1.18% | 770 | +9,929 | 32.32% | Q1 2026 | Apr 29, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 40,390 | 12,957 | 0.26% | 0.25% | 771 | -601 | -1.47% | Q1 2026 | Apr 15, 2026 |
| Synergy Asset Management, LLC | History | Added to | 40,362 | 12,948 | 1.37% | 1.25% | 772 | +4,541 | 12.68% | Q1 2026 | May 13, 2026 |
| Lantz Financial LLC | History | Added to | 40,130 | 12,874 | 2.66% | 2.7% | 773 | +2,031 | 5.33% | Q1 2026 | Apr 09, 2026 |
| INTREPID FAMILY OFFICE LLC | History | No change | 40,000 | 12,832 | 10.38% | 11.56% | 774 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fonville Wealth Management LLC | History | Added to | 39,970 | 12,822 | 2.44% | 1.71% | 775 | +14,994 | 60.03% | Q1 2026 | Apr 20, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 39,947 | 12,815 | 1.29% | 1.13% | 776 | +6,712 | 20.2% | Q1 2026 | Apr 30, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 41,094 | 12,808 | 0.46% | 0.41% | 777 | +9,009 | 28.08% | Q1 2026 | May 15, 2026 |
| SHAYNE & JACOBS, LLC | History | Reduced | 39,883 | 12,794 | 3.95% | 4.38% | 778 | -3,240 | -7.51% | Q1 2026 | Apr 28, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 39,838 | 12,780 | 0.87% | 0.86% | 779 | +2,378 | 6.35% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 39,534 | 12,778 | 0.89% | 0.95% | 780 | -1,956 | -4.71% | Q1 2026 | May 01, 2026 |
| Pachira Investments Inc. | History | Added to | 39,756 | 12,754 | 5.96% | 6.31% | 781 | +1,110 | 2.87% | Q1 2026 | Apr 27, 2026 |
| BFI Infinity Ltd. | History | Reduced | 39,655 | 12,721 | 7.13% | 12.55% | 782 | -20,492 | -34.07% | Q1 2026 | Apr 13, 2026 |
| Northland Capital Management LLC | History | Added to | 39,591 | 12,701 | 6.94% | 6.83% | 783 | +3,201 | 8.8% | Q1 2026 | Apr 21, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Added to | 39,526 | 12,680 | 3.57% | 3.21% | 784 | +3,772 | 10.55% | Q1 2026 | May 11, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 39,496 | 12,670 | 3.52% | 3.49% | 785 | +5,135 | 14.94% | Q1 2026 | Apr 24, 2026 |
| Waldron Private Wealth LLC | History | Added to | 39,370 | 12,630 | 0.49% | 0.52% | 786 | +34 | 0.09% | Q1 2026 | Apr 10, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 39,297 | 12,606 | 1.04% | 1.16% | 787 | -239 | -0.6% | Q1 2026 | May 05, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 39,053 | 12,528 | 2.55% | 2.1% | 788 | +8,367 | 27.27% | Q1 2026 | Apr 13, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 39,023 | 12,518 | 1.0% | 1.02% | 789 | +340 | 0.88% | Q1 2026 | May 15, 2026 |
| Rinkey Investments | History | Added to | 38,935 | 12,490 | 3.19% | 3.22% | 790 | +1,160 | 3.07% | Q1 2026 | May 11, 2026 |
| Ironwood Financial, llc | History | Added to | 38,733 | 12,426 | 2.17% | 2.13% | 791 | +2,168 | 5.93% | Q1 2026 | Apr 16, 2026 |
| Kensington Asset Management, LLC | History | Added to | 38,539 | 12,363 | 0.67% | 0.35% | 792 | +18,254 | 89.99% | Q1 2026 | May 21, 2026 |
| Canopy Partners, LLC | History | Reduced | 38,496 | 12,350 | 4.24% | 4.45% | 793 | -2,264 | -5.55% | Q1 2026 | May 11, 2026 |
| TI-TRUST, INC | History | Added to | 38,276 | 12,279 | 7.3% | 7.88% | 794 | +179 | 0.47% | Q1 2026 | Apr 28, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 38,187 | 12,250 | 0.83% | 0.83% | 795 | +1,543 | 4.21% | Q1 2026 | May 15, 2026 |
| Sherman Asset Management, Inc. | History | Added to | 38,145 | 12,237 | 11.26% | 10.09% | 796 | +2,620 | 7.38% | Q1 2026 | May 05, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 37,915 | 12,163 | 7.62% | 7.86% | 797 | -582 | -1.51% | Q1 2026 | Apr 23, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 37,748 | 12,109 | 0.25% | 0.23% | 798 | +3,306 | 9.6% | Q1 2026 | Apr 15, 2026 |
| ABLE Financial Group, LLC | History | Added to | 37,743 | 12,108 | 2.37% | 2.15% | 799 | +6,149 | 19.46% | Q1 2026 | Apr 20, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 37,731 | 12,104 | 0.4% | 0.38% | 800 | +3,249 | 9.42% | Q1 2026 | May 14, 2026 |
| Symmetry Partners, LLC | History | Reduced | 37,701 | 12,094 | 0.69% | 0.83% | 801 | -4,284 | -10.2% | Q1 2026 | Apr 27, 2026 |
| Chicago Capital, LLC | History | Reduced | 37,671 | 12,085 | 0.33% | 0.32% | 802 | -527 | -1.38% | Q1 2026 | Apr 23, 2026 |
| Osbon Capital Management LLC | History | Added to | 37,534 | 12,041 | 9.83% | 11.2% | 804 | +1,812 | 5.07% | Q1 2026 | May 15, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 37,535 | 12,041 | 2.22% | 2.3% | 803 | -89 | -0.24% | Q1 2026 | Apr 27, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Added to | 37,512 | 12,034 | 1.68% | 1.79% | 805 | +160 | 0.43% | Q1 2026 | Apr 21, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 37,474 | 12,021 | 6.66% | 7.5% | 806 | -321 | -0.85% | Q1 2026 | May 05, 2026 |
| Krilogy Financial LLC | History | Added to | 34,737 | 12,020 | 0.39% | 0.39% | 807 | +1,279 | 3.82% | Q1 2026 | Apr 17, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 37,467 | 12,019 | 1.14% | 1.2% | 808 | -743 | -1.94% | Q1 2026 | Apr 17, 2026 |
| One Day In July LLC | History | Added to | 37,451 | 12,014 | 0.96% | 1.0% | 809 | +1,033 | 2.84% | Q1 2026 | May 05, 2026 |
| Emprise Bank | History | Added to | 37,423 | 12,005 | 4.82% | 4.69% | 810 | +3,744 | 11.12% | Q1 2026 | Apr 20, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 37,380 | 11,992 | 4.51% | 4.61% | 811 | +1,760 | 4.94% | Q1 2026 | Apr 21, 2026 |
| GoalVest Advisory LLC | History | Reduced | 37,239 | 11,946 | 2.33% | 2.58% | 812 | -2,874 | -7.16% | Q1 2026 | Apr 13, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 37,184 | 11,928 | 1.55% | 1.78% | 813 | -1,487 | -3.85% | Q1 2026 | May 12, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 37,065 | 11,890 | 1.58% | 1.69% | 814 | +1,372 | 3.84% | Q1 2026 | Apr 13, 2026 |
| Carnegie Investment Counsel | History | Reduced | 37,001 | 11,870 | 0.23% | 0.23% | 815 | -427 | -1.14% | Q1 2026 | May 01, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 35,300 | 11,835 | 0.57% | 0.56% | 816 | -92 | -0.26% | Q1 2026 | Apr 08, 2026 |
| Versant Capital Management, Inc | History | Added to | 36,808 | 11,808 | 1.16% | 1.33% | 817 | +5,122 | 16.16% | Q1 2026 | Apr 06, 2026 |
| PHILADELPHIA TRUST CO | History | Reduced | 36,765 | 11,795 | 0.83% | 0.85% | 818 | -100 | -0.27% | Q1 2026 | May 13, 2026 |
| Auto-Owners Insurance Co | History | No change | 36,600 | 11,741 | 0.25% | 0.26% | 819 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 36,574 | 11,733 | 0.62% | 0.79% | 820 | -16,815 | -31.5% | Q1 2026 | Apr 28, 2026 |
| Calder Financial LLC | History | Reduced | 36,286 | 11,729 | 11.64% | 12.14% | 821 | -608 | -1.65% | Q1 2026 | Apr 07, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 36,375 | 11,669 | 1.68% | 1.61% | 822 | +3,586 | 10.94% | Q1 2026 | May 11, 2026 |
| Cambridge Advisors Inc. | History | Added to | 36,298 | 11,644 | 2.26% | 2.32% | 823 | +1 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Farnam Financial LLC | History | Reduced | 36,240 | 11,626 | 9.57% | 9.72% | 824 | -2,275 | -5.91% | Q1 2026 | Apr 27, 2026 |
| Dunhill Financial, LLC | History | Reduced | 36,196 | 11,612 | 2.74% | 2.98% | 825 | -186 | -0.51% | Q1 2026 | May 06, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 36,033 | 11,560 | 0.77% | 0.69% | 826 | +3,691 | 11.41% | Q1 2026 | May 13, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 36,006 | 11,551 | 0.71% | 0.64% | 827 | +7,785 | 27.59% | Q1 2026 | Apr 28, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 36,080 | 11,544 | 1.53% | 1.87% | 828 | -5,484 | -13.19% | Q1 2026 | Apr 30, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | Added to | 35,954 | 11,534 | 1.03% | 1.21% | 829 | +631 | 1.79% | Q1 2026 | Apr 23, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 35,789 | 11,481 | 2.47% | 2.61% | 830 | +117 | 0.33% | Q1 2026 | Apr 13, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Added to | 35,747 | 11,476 | 2.08% | 2.28% | 831 | +22 | 0.06% | Q1 2026 | May 14, 2026 |
| Weaver Consulting Group | History | Added to | 35,768 | 11,474 | 2.73% | 2.72% | 832 | +2,571 | 7.74% | Q1 2026 | May 15, 2026 |
| IRON Financial LLC | History | Reduced | 35,712 | 11,456 | 5.01% | 5.57% | 833 | -414 | -1.15% | Q1 2026 | Apr 27, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 35,681 | 11,446 | 1.85% | 1.85% | 834 | +176 | 0.5% | Q1 2026 | May 08, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 35,647 | 11,436 | 1.18% | 1.48% | 835 | -7,988 | -18.31% | Q1 2026 | May 12, 2026 |
| Curi Capital, LLC | History | Added to | 35,644 | 11,434 | 0.2% | 0.19% | 836 | +2,973 | 9.1% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 35,469 | 11,432 | 0.61% | 0.57% | 837 | -1,131 | -3.09% | Q1 2026 | May 12, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 35,547 | 11,403 | 4.21% | 4.3% | 838 | +16 | 0.05% | Q1 2026 | Apr 30, 2026 |
| Modus Advisors, LLC | History | Reduced | 35,415 | 11,361 | 3.13% | 3.15% | 839 | -156 | -0.44% | Q1 2026 | May 04, 2026 |
| Essex Financial Services, Inc. | History | Added to | 35,289 | 11,321 | 0.64% | 0.66% | 840 | +705 | 2.04% | Q1 2026 | Apr 24, 2026 |
| Capital Analysts, LLC | History | Added to | 35,285 | 11,320 | 0.3% | 0.04% | 841 | +30,701 | 669.74% | Q1 2026 | May 14, 2026 |
| SWMG, LLC | History | Added to | 35,219 | 11,298 | 3.23% | 2.82% | 842 | +5,399 | 18.11% | Q1 2026 | Apr 24, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 35,114 | 11,265 | 0.6% | 0.58% | 843 | +493 | 1.42% | Q1 2026 | Apr 13, 2026 |
| Partners in Financial Planning | History | Reduced | 35,101 | 11,260 | 1.87% | 2.02% | 844 | -434 | -1.22% | Q1 2026 | May 11, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 34,976 | 11,220 | 0.44% | 0.49% | 845 | -10 | -0.03% | Q1 2026 | May 07, 2026 |
| iA Global Asset Management Inc. | History | Added to | 34,825 | 11,172 | 0.16% | 0.12% | 846 | +6,881 | 24.62% | Q1 2026 | Apr 23, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 34,801 | 11,164 | 0.84% | 1.04% | 847 | -3,624 | -9.43% | Q1 2026 | Apr 30, 2026 |
| CERTUITY, LLC | History | Reduced | 34,618 | 11,105 | 0.73% | 0.76% | 848 | -1,233 | -3.44% | Q1 2026 | May 11, 2026 |
| Trinity Financial Advisors LLC | History | Reduced | 34,535 | 11,079 | 3.15% | 3.94% | 849 | -7,523 | -17.89% | Q1 2026 | Apr 07, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 34,463 | 11,055 | 0.46% | 0.41% | 850 | +942 | 2.81% | Q1 2026 | May 14, 2026 |
| One Capital Management, LLC | History | Added to | 34,392 | 11,033 | 0.3% | 0.32% | 851 | +2,772 | 8.77% | Q1 2026 | May 12, 2026 |
| Ramiah Investment Group | History | Added to | 34,283 | 10,998 | 11.06% | 10.47% | 852 | +2,380 | 7.46% | Q1 2026 | Apr 21, 2026 |
| Trust Point Inc. | History | Reduced | 34,175 | 10,963 | 0.95% | 0.91% | 853 | -164 | -0.48% | Q1 2026 | Apr 15, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Added to | 34,083 | 10,934 | 9.19% | 8.38% | 854 | +3,817 | 12.61% | Q1 2026 | May 15, 2026 |
| Atlas Brown,Inc. | History | Added to | 34,069 | 10,929 | 3.29% | 3.25% | 855 | +1,441 | 4.42% | Q1 2026 | Apr 17, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 34,041 | 10,920 | 4.01% | 2.62% | 856 | +11,733 | 52.6% | Q1 2026 | May 04, 2026 |
| Norris Financial Group, LLC | History | Added to | 33,713 | 10,815 | 3.53% | 3.35% | 857 | +4,293 | 14.59% | Q1 2026 | May 20, 2026 |
| Avestar Capital, LLC | History | Added to | 33,587 | 10,775 | 0.69% | 0.18% | 858 | +25,100 | 295.75% | Q1 2026 | May 13, 2026 |
| Consilium Wealth Advisory, LLC | History | Added to | 33,524 | 10,754 | 3.67% | 3.99% | 859 | +1,290 | 4.0% | Q1 2026 | Apr 20, 2026 |
| American Money Management, LLC | History | Added to | 33,516 | 10,752 | 1.7% | 1.76% | 860 | +118 | 0.35% | Q1 2026 | May 11, 2026 |
| Focus Financial Network, Inc. | History | Added to | 33,490 | 10,743 | 0.39% | 0.37% | 861 | +1,431 | 4.46% | Q1 2026 | Apr 14, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Added to | 33,445 | 10,729 | 2.95% | 2.82% | 862 | +1,829 | 5.79% | Q1 2026 | May 04, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 33,417 | 10,720 | 6.16% | 6.33% | 863 | +653 | 1.99% | Q1 2026 | Apr 10, 2026 |
| CWS Financial Advisors, LLC | History | Reduced | 33,384 | 10,709 | 2.74% | 3.05% | 864 | -157 | -0.47% | Q1 2026 | Apr 27, 2026 |
| Serenus Wealth Advisors, LLC | History | Added to | 42,072 | 10,654 | 2.13% | 1.62% | 865 | +8,241 | 24.36% | Q1 2026 | Apr 27, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 33,190 | 10,647 | 0.56% | 0.6% | 866 | -111 | -0.33% | Q1 2026 | Apr 13, 2026 |
| WFA of San Diego, LLC | History | Reduced | 32,946 | 10,569 | 8.48% | 8.25% | 867 | -694 | -2.06% | Q1 2026 | May 11, 2026 |
| IFC Advisors LLC | History | No change | 32,877 | 10,547 | 1.51% | 1.61% | 868 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 32,633 | 10,469 | 5.2% | 5.07% | 869 | +2,581 | 8.59% | Q1 2026 | May 15, 2026 |
| Silver Oak Advisory Group, Inc. | History | Reduced | 32,490 | 10,422 | 4.5% | 4.98% | 870 | -384 | -1.17% | Q1 2026 | May 01, 2026 |
| Steele Capital Management, Inc. | History | New | 32,438 | 10,406 | 0.43% | — | 871 | +32,438 | New | Q1 2026 | Apr 29, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 32,373 | 10,385 | 3.44% | 3.63% | 872 | +578 | 1.82% | Q1 2026 | Apr 17, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 32,258 | 10,348 | 1.11% | 1.16% | 873 | -211 | -0.65% | Q1 2026 | Apr 22, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 32,248 | 10,345 | 1.19% | 1.8% | 874 | -13,986 | -30.25% | Q1 2026 | Apr 28, 2026 |
| Asset Dedication, LLC | History | No change | 30,837 | 10,338 | 0.68% | 0.68% | 875 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PFG Investments, LLC | History | Reduced | 32,103 | 10,298 | 0.48% | 0.56% | 876 | -3,519 | -9.88% | Q1 2026 | Apr 27, 2026 |
| EASTERN BANK | History | Reduced | 31,735 | 10,180 | 0.17% | 0.19% | 877 | -1,363 | -4.12% | Q1 2026 | Apr 07, 2026 |
| Van Cleef Asset Management,Inc | History | Reduced | 31,676 | 10,161 | 1.09% | 1.08% | 878 | -50 | -0.16% | Q1 2026 | May 01, 2026 |
| NWAM LLC | History | Added to | 31,665 | 10,158 | 0.58% | 0.59% | 879 | +573 | 1.84% | Q1 2026 | May 04, 2026 |
| SVB WEALTH LLC | History | Reduced | 31,642 | 10,150 | 0.67% | 0.63% | 880 | -357 | -1.12% | Q1 2026 | Apr 17, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 31,557 | 10,123 | 0.02% | 0.01% | 881 | +5,505 | 21.13% | Q1 2026 | May 14, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 30,926 | 10,103 | 2.49% | 0.56% | 882 | +29,095 | 1589.02% | Q1 2026 | May 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 31,440 | 10,086 | 0.01% | 0.01% | 883 | +7,334 | 30.42% | Q1 2026 | May 13, 2026 |
| Compass Financial Group, Inc. | History | Added to | 31,393 | 10,071 | 4.54% | 4.52% | 884 | +830 | 2.72% | Q1 2026 | May 05, 2026 |
| Scarborough Advisors, LLC | History | New | 31,327 | 10,050 | 1.1% | — | 885 | +31,327 | New | Q1 2026 | May 07, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 29,959 | 10,049 | 0.74% | 0.76% | 886 | -151 | -0.5% | Q1 2026 | Apr 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 31,223 | 10,016 | 0.37% | 0.38% | 887 | +1,264 | 4.22% | Q1 2026 | May 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 29,870 | 10,014 | 0.42% | 0.42% | 888 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Next Capital Management LLC | History | Added to | 31,160 | 9,996 | 3.03% | 3.24% | 889 | +986 | 3.27% | Q1 2026 | May 07, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 31,055 | 9,962 | 1.86% | 1.96% | 890 | +60 | 0.19% | Q1 2026 | Apr 28, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 31,038 | 9,957 | 0.76% | 0.82% | 891 | -1,326 | -4.1% | Q1 2026 | Apr 08, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 30,991 | 9,942 | 2.11% | 2.51% | 892 | +1,083 | 3.62% | Q1 2026 | May 12, 2026 |
| Garner Asset Management Corp | History | Added to | 30,915 | 9,915 | 3.89% | 3.85% | 893 | +990 | 3.31% | Q1 2026 | Apr 28, 2026 |
| Retirement Planning Group, LLC | History | Added to | 30,883 | 9,907 | 0.31% | 0.34% | 894 | +195 | 0.64% | Q1 2026 | May 04, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 30,870 | 9,903 | 0.14% | 0.17% | 895 | -76 | -0.25% | Q1 2026 | May 01, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 30,791 | 9,878 | 1.1% | 1.26% | 896 | -2,668 | -7.97% | Q1 2026 | May 11, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 30,783 | 9,875 | 0.98% | 1.03% | 897 | -249 | -0.8% | Q1 2026 | Apr 30, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 30,695 | 9,847 | 4.36% | 4.63% | 898 | +659 | 2.19% | Q1 2026 | May 08, 2026 |
| TPG Advisors LLC | History | Added to | 30,685 | 9,844 | 6.13% | 6.39% | 899 | +66 | 0.22% | Q1 2026 | Apr 22, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 30,377 | 9,745 | 0.37% | 0.39% | 900 | -1,234 | -3.9% | Q1 2026 | May 11, 2026 |
| ASL Financial, LLC | History | Reduced | 30,370 | 9,742 | 7.78% | 8.13% | 901 | -495 | -1.6% | Q1 2026 | Apr 09, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 30,351 | 9,736 | 0.55% | 0.51% | 902 | +1,506 | 5.22% | Q1 2026 | May 01, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 30,202 | 9,689 | 5.11% | 5.28% | 903 | +102 | 0.34% | Q1 2026 | Apr 22, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Added to | 30,075 | 9,648 | 1.15% | 1.18% | 904 | +32 | 0.11% | Q1 2026 | Apr 21, 2026 |
| Wealth Care LLC | History | New | 30,064 | 9,644 | 8.57% | — | 905 | +30,064 | New | Q1 2026 | Apr 24, 2026 |
| Pitcairn Wealth Advisors LLC | History | Reduced | 28,563 | 9,577 | 0.88% | 2.12% | 906 | -41,768 | -59.39% | Q1 2026 | May 13, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 29,803 | 9,560 | 0.6% | 0.63% | 907 | +445 | 1.52% | Q1 2026 | Apr 27, 2026 |
| NovaPoint Capital, LLC | History | Reduced | 29,616 | 9,501 | 2.38% | 2.57% | 908 | -152 | -0.51% | Q1 2026 | May 06, 2026 |
| Lansing Street Advisors | History | Reduced | 29,545 | 9,478 | 2.39% | 2.74% | 909 | -2,452 | -7.66% | Q1 2026 | Apr 28, 2026 |
| BARCLAYS PLC | History | Added to | 29,520 | 9,470 | 0.0% | 0.0% | 910 | +7,525 | 34.21% | Q1 2026 | May 14, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 29,485 | 9,459 | 3.23% | 3.58% | 911 | -148 | -0.5% | Q1 2026 | Apr 14, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 29,279 | 9,454 | 3.56% | 3.66% | 912 | +1,153 | 4.1% | Q1 2026 | Apr 29, 2026 |
| Peck Wealth Management, LLC | History | Reduced | 29,454 | 9,449 | 9.48% | 9.37% | 913 | -100 | -0.34% | Q1 2026 | May 13, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 29,441 | 9,445 | 0.29% | 0.3% | 914 | +426 | 1.47% | Q1 2026 | Apr 24, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 29,337 | 9,411 | 4.15% | 4.27% | 915 | -1,106 | -3.63% | Q1 2026 | Apr 22, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 29,184 | 9,362 | 3.09% | 3.54% | 916 | +191 | 0.66% | Q1 2026 | May 15, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 29,174 | 9,359 | 3.09% | 4.36% | 918 | +3,248 | 12.53% | Q1 2026 | Apr 20, 2026 |
| Pullen Investment Management, LLC | History | Added to | 29,175 | 9,359 | 4.7% | 5.14% | 917 | +47 | 0.16% | Q1 2026 | Apr 15, 2026 |
| Carroll Advisory Group, LLC | History | Added to | 29,159 | 9,354 | 3.63% | 2.99% | 919 | +8,520 | 41.28% | Q1 2026 | Apr 22, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 29,125 | 9,343 | 1.81% | 1.73% | 920 | -5,386 | -15.61% | Q1 2026 | Apr 29, 2026 |
| Legacy Wealth Management, LLC | History | Added to | 29,077 | 9,328 | 0.54% | 0.54% | 921 | +882 | 3.13% | Q1 2026 | Apr 22, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 29,062 | 9,323 | 2.14% | 2.41% | 922 | -395 | -1.34% | Q1 2026 | May 08, 2026 |
| BluePrint Investing LLC | History | Added to | 28,958 | 9,290 | 7.4% | 7.71% | 923 | +59 | 0.2% | Q1 2026 | Apr 22, 2026 |
| Harfst & Associates, Inc. | History | Reduced | 28,797 | 9,238 | 1.65% | 1.75% | 924 | -125 | -0.43% | Q1 2026 | May 12, 2026 |
| BayBridge Capital Group, LLC | History | No change | 27,518 | 9,226 | 5.72% | 5.72% | 925 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Crews Bank & Trust | History | Reduced | 28,724 | 9,214 | 1.34% | 1.39% | 926 | -250 | -0.86% | Q1 2026 | May 13, 2026 |
| Accel Wealth Management | History | Added to | 28,662 | 9,195 | 2.4% | 2.53% | 927 | +1,117 | 4.06% | Q1 2026 | Apr 08, 2026 |
| Mathes Company, Inc. | History | No change | 28,640 | 9,188 | 3.36% | 3.42% | 928 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| S.A. Mason LLC | History | Added to | 28,481 | 9,136 | 3.43% | 3.73% | 929 | +376 | 1.34% | Q1 2026 | Apr 27, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 28,476 | 9,135 | 0.66% | 0.59% | 930 | +1,088 | 3.97% | Q1 2026 | Apr 16, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Added to | 28,435 | 9,119 | 4.22% | 4.47% | 931 | +400 | 1.43% | Q1 2026 | Apr 22, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 27,183 | 9,118 | 0.51% | 0.53% | 932 | +202 | 0.75% | Q1 2026 | Apr 17, 2026 |
| Evergreen Wealth Management, LLC | History | Reduced | 28,375 | 9,103 | 4.7% | 5.32% | 933 | -3,119 | -9.9% | Q1 2026 | May 01, 2026 |
| Newton One Investments LLC | History | Added to | 28,336 | 9,090 | 2.47% | 2.73% | 934 | +715 | 2.59% | Q1 2026 | Apr 24, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 27,975 | 8,974 | 0.38% | 0.38% | 935 | -621 | -2.17% | Q1 2026 | Apr 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 27,967 | 8,972 | 0.17% | 0.15% | 936 | +277 | 1.0% | Q1 2026 | Apr 22, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 27,944 | 8,964 | 1.17% | 1.33% | 937 | +1,111 | 4.14% | Q1 2026 | Apr 28, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 27,832 | 8,928 | 3.08% | 3.24% | 938 | +14 | 0.05% | Q1 2026 | May 13, 2026 |
| NerdWallet Wealth Partners, LLC | History | Reduced | 27,819 | 8,926 | 3.89% | 5.77% | 939 | -10,601 | -27.59% | Q1 2026 | May 05, 2026 |
| Blue Trust, Inc. | History | Added to | 27,615 | 8,859 | 0.1% | 0.1% | 940 | +1,172 | 4.43% | Q1 2026 | Apr 20, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 27,615 | 8,859 | 3.14% | 2.88% | 941 | +151 | 0.55% | Q1 2026 | Apr 21, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 27,578 | 8,847 | 1.24% | 1.25% | 942 | +181 | 0.66% | Q1 2026 | May 15, 2026 |
| Rolek Wealth Management LLC | History | Added to | 27,512 | 8,826 | 6.33% | 5.9% | 943 | +1,860 | 7.25% | Q1 2026 | Apr 22, 2026 |
| Gridiron Partners, LLC | History | Reduced | 27,480 | 8,815 | 5.39% | 5.34% | 944 | -467 | -1.67% | Q1 2026 | Apr 13, 2026 |
| SNS Financial Group, LLC | History | Reduced | 27,331 | 8,768 | 0.76% | 0.81% | 945 | -796 | -2.83% | Q1 2026 | Apr 14, 2026 |
| RHS Financial, LLC | History | Added to | 27,321 | 8,764 | 4.15% | 4.14% | 946 | +2,050 | 8.11% | Q1 2026 | Apr 28, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 27,288 | 8,754 | 0.56% | 0.59% | 947 | -344 | -1.24% | Q1 2026 | Apr 17, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 27,187 | 8,741 | 0.32% | 0.96% | 948 | +9,369 | 52.58% | Q1 2026 | May 14, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 27,037 | 8,673 | 0.9% | 0.96% | 949 | +3 | 0.01% | Q1 2026 | Apr 08, 2026 |
| Atala Financial Inc | History | Added to | 26,831 | 8,658 | 5.81% | 5.36% | 950 | +1,777 | 7.09% | Q1 2026 | Apr 10, 2026 |
| Financial Planning Hawaii, Inc. | History | Added to | 26,926 | 8,638 | 5.09% | 5.11% | 951 | +458 | 1.73% | Q1 2026 | Apr 21, 2026 |
| Trust Co | History | Reduced | 26,897 | 8,628 | 0.81% | 0.85% | 952 | -27 | -0.1% | Q1 2026 | Apr 13, 2026 |
| Ancora Advisors LLC | History | Reduced | 26,884 | 8,624 | 0.18% | 0.19% | 953 | -1,120 | -4.0% | Q1 2026 | May 15, 2026 |
| Vannoy Advisory Group, Inc. | History | Reduced | 26,848 | 8,613 | 5.45% | 5.73% | 954 | -125 | -0.46% | Q1 2026 | Apr 22, 2026 |
| PDS Planning, Inc | History | Added to | 26,786 | 8,593 | 0.57% | 0.59% | 955 | +618 | 2.36% | Q1 2026 | Apr 21, 2026 |
| Tenon Financial LLC | History | Added to | 26,751 | 8,582 | 3.37% | 3.08% | 956 | +4,970 | 22.82% | Q1 2026 | Apr 21, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 24,493 | 8,577 | 2.54% | 2.22% | 957 | +3,737 | 18.0% | Q1 2026 | Apr 30, 2026 |
| HALL LAURIE J TRUSTEE | History | No change | 26,620 | 8,539 | 3.01% | 2.97% | 958 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 26,591 | 8,530 | 2.79% | 3.01% | 959 | -101 | -0.38% | Q1 2026 | Apr 24, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 26,563 | 8,521 | 0.38% | 0.42% | 960 | -218 | -0.81% | Q1 2026 | May 12, 2026 |
| CFO4Life Group, LLC | History | Reduced | 26,373 | 8,460 | 1.29% | 1.26% | 961 | -88 | -0.33% | Q1 2026 | May 11, 2026 |
| Petix & Botte Co | History | Added to | 26,327 | 8,446 | 1.88% | 1.93% | 962 | +909 | 3.58% | Q1 2026 | Apr 30, 2026 |
| Orcam Financial Group | History | Added to | 26,319 | 8,443 | 5.99% | 6.6% | 963 | +77 | 0.29% | Q1 2026 | May 12, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 25,985 | 8,412 | 0.26% | 0.13% | 964 | +8,383 | 47.63% | Q1 2026 | Apr 08, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 26,188 | 8,401 | 2.02% | 2.16% | 965 | +1,607 | 6.54% | Q1 2026 | Apr 24, 2026 |
| BSW Wealth Partners | History | Reduced | 26,132 | 8,383 | 1.02% | 1.07% | 966 | -396 | -1.49% | Q1 2026 | Apr 14, 2026 |
| Claro Advisors Inc. | History | Added to | 26,088 | 8,369 | 1.01% | 0.68% | 967 | +11,250 | 75.82% | Q1 2026 | Apr 21, 2026 |
| NWF Advisory Services Inc. | History | Added to | 26,078 | 8,366 | 0.94% | 0.92% | 968 | +1,352 | 5.47% | Q1 2026 | May 04, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 26,067 | 8,362 | 0.95% | 0.95% | 969 | +1,121 | 4.49% | Q1 2026 | Apr 21, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 26,016 | 8,346 | 3.9% | 4.0% | 970 | +718 | 2.84% | Q1 2026 | May 14, 2026 |
| Balboa Wealth Partners | History | Added to | 25,978 | 8,334 | 1.4% | 1.43% | 971 | +275 | 1.07% | Q1 2026 | Apr 16, 2026 |
| Global Trust Wealth Management LLC | History | Added to | 25,905 | 8,310 | 6.28% | 6.39% | 972 | +190 | 0.74% | Q1 2026 | Apr 14, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 25,883 | 8,303 | 0.23% | 0.24% | 973 | -11 | -0.04% | Q1 2026 | May 12, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 25,852 | 8,293 | 0.64% | 0.67% | 974 | +768 | 3.06% | Q1 2026 | May 07, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 25,847 | 8,292 | 0.93% | 0.97% | 975 | -41 | -0.16% | Q1 2026 | May 05, 2026 |
| M3 Advisory Group, LLC | History | Added to | 25,807 | 8,279 | 5.1% | 5.24% | 976 | +192 | 0.75% | Q1 2026 | Apr 22, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 428,010 | 8,224 | 0.13% | 0.07% | 977 | +287,099 | 203.74% | Q1 2026 | May 15, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 25,615 | 8,217 | 0.43% | 0.47% | 978 | -63 | -0.25% | Q1 2026 | Apr 29, 2026 |
| Highland Financial Advisors, LLC | History | Reduced | 25,554 | 8,198 | 2.16% | 2.38% | 979 | -37 | -0.14% | Q1 2026 | Apr 21, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 25,506 | 8,182 | 0.92% | 0.89% | 980 | +1,797 | 7.58% | Q1 2026 | Apr 08, 2026 |
| McLean Asset Management Corp | History | No change | 25,364 | 8,137 | 1.42% | 1.55% | 981 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 25,242 | 8,098 | 0.12% | 0.1% | 982 | +6,197 | 32.54% | Q1 2026 | Apr 17, 2026 |
| STEPH & CO | History | Added to | 25,215 | 8,089 | 2.31% | 2.25% | 983 | +1,913 | 8.21% | Q1 2026 | Apr 17, 2026 |
| Apex Wealth Management, LLC | History | Added to | 25,045 | 8,034 | 5.51% | 3.98% | 984 | +13,574 | 118.33% | Q1 2026 | Apr 15, 2026 |
| Plan Group Financial, LLC | History | Added to | 24,942 | 8,001 | 1.88% | 2.01% | 985 | +1,825 | 7.89% | Q1 2026 | Apr 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 24,922 | 7,995 | 0.25% | 0.29% | 986 | +367 | 1.49% | Q1 2026 | May 06, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 24,918 | 7,994 | 0.71% | 0.87% | 987 | -4,738 | -15.98% | Q1 2026 | Apr 30, 2026 |
| Pitti Group Wealth Management, LLC | History | Added to | 24,887 | 7,984 | 6.48% | 6.69% | 988 | +634 | 2.61% | Q1 2026 | May 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 24,876 | 7,980 | 0.13% | 0.09% | 989 | +9,547 | 62.28% | Q1 2026 | Apr 21, 2026 |
| GREENLEAF TRUST | History | Added to | 24,859 | 7,975 | 0.08% | 0.08% | 990 | +446 | 1.83% | Q1 2026 | Apr 27, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 24,779 | 7,949 | 2.74% | 2.93% | 991 | -182 | -0.73% | Q1 2026 | Apr 29, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 24,663 | 7,912 | 0.59% | 0.77% | 992 | -134 | -0.54% | Q1 2026 | May 19, 2026 |
| SJBENEN ADVISORY, LLC | History | Reduced | 24,562 | 7,879 | 6.58% | 7.18% | 993 | -23,593 | -48.99% | Q1 2026 | Apr 13, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 24,367 | 7,817 | 3.52% | 3.69% | 994 | +122 | 0.5% | Q1 2026 | Apr 24, 2026 |
| Inscription Capital, LLC | History | Reduced | 24,356 | 7,813 | 0.82% | 0.88% | 995 | -1,323 | -5.15% | Q1 2026 | Apr 20, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 24,353 | 7,812 | 1.08% | 1.14% | 996 | -626 | -2.51% | Q1 2026 | May 14, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 24,259 | 7,782 | 1.07% | 1.13% | 997 | -43 | -0.18% | Q1 2026 | Apr 23, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Reduced | 24,178 | 7,756 | 1.4% | 2.21% | 998 | -272 | -1.11% | Q1 2026 | May 01, 2026 |
| Prodigy Asset Management LLC | History | Added to | 24,110 | 7,734 | 2.58% | 2.08% | 999 | +6,410 | 36.21% | Q1 2026 | May 04, 2026 |
| Black Diamond Financial, LLC | History | Added to | 24,082 | 7,725 | 0.84% | 0.84% | 1000 | +303 | 1.27% | Q1 2026 | May 05, 2026 |
| Bawa N Mallick Trust | History | No change | 24,000 | 7,699 | 3.15% | 2.99% | 1001 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 24,651 | 7,683 | 0.49% | 0.44% | 1002 | -3,783 | -13.3% | Q1 2026 | Apr 24, 2026 |
| Permanent Capital Management, LP | History | Reduced | 21,645 | 7,666 | 1.19% | 1.55% | 1003 | -2,082 | -8.77% | Q1 2026 | May 14, 2026 |
| HM PAYSON & CO | History | Added to | 23,880 | 7,661 | 0.11% | 0.11% | 1004 | +16 | 0.07% | Q1 2026 | Apr 13, 2026 |
| Greenhouse Wealth Management, LLC | History | Reduced | 23,822 | 7,642 | 4.73% | 4.85% | 1005 | -661 | -2.7% | Q1 2026 | Apr 23, 2026 |
| Financial Planning Fort Collins, LLC | History | Added to | 21,601 | 7,604 | 5.7% | 6.19% | 1006 | +569 | 2.71% | Q1 2026 | Apr 27, 2026 |
| Sowell Financial Services LLC | History | Added to | 23,699 | 7,602 | 0.28% | 0.25% | 1007 | +3,257 | 15.93% | Q1 2026 | Apr 20, 2026 |
| Life Planning Partners, Inc | History | Reduced | 23,605 | 7,572 | 5.78% | 6.1% | 1008 | -155 | -0.65% | Q1 2026 | Apr 28, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 23,579 | 7,564 | 0.21% | 0.22% | 1009 | -14 | -0.06% | Q1 2026 | May 14, 2026 |
| Boston Trust Walden Corp | History | Added to | 23,413 | 7,511 | 0.06% | 0.06% | 1010 | +160 | 0.69% | Q1 2026 | Apr 24, 2026 |
| Purpose Unlimited Inc. | History | Added to | 23,274 | 7,466 | 0.31% | 0.36% | 1011 | +29 | 0.12% | Q1 2026 | May 15, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 23,213 | 7,446 | 0.39% | 0.42% | 1012 | -1,260 | -5.15% | Q1 2026 | Apr 27, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | Added to | 23,073 | 7,402 | 6.98% | 7.11% | 1013 | +44 | 0.19% | Q1 2026 | May 15, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Added to | 23,041 | 7,391 | 2.32% | 2.39% | 1014 | +53 | 0.23% | Q1 2026 | Apr 06, 2026 |
| SCRATCH CAPITAL LLC | History | Added to | 22,974 | 7,370 | 4.22% | 4.97% | 1015 | +331 | 1.46% | Q1 2026 | May 11, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 22,962 | 7,366 | 0.38% | 0.38% | 1016 | +974 | 4.43% | Q1 2026 | May 15, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 22,958 | 7,365 | 0.09% | 0.02% | 1017 | +17,705 | 337.05% | Q1 2026 | May 05, 2026 |
| FC Advisory LLC | History | Reduced | 22,944 | 7,360 | 2.15% | 2.23% | 1018 | -181 | -0.78% | Q1 2026 | Apr 14, 2026 |
| Abundance Wealth Counselors | History | Added to | 22,857 | 7,332 | 1.05% | 0.98% | 1019 | +5,590 | 32.37% | Q1 2026 | Apr 22, 2026 |
| IMC-Chicago, LLC | History | Added to | 22,822 | 7,321 | 0.0% | 0.0% | 1020 | +9,223 | 67.82% | Q1 2026 | May 05, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 20,494 | 7,316 | 1.64% | 1.53% | 1021 | +2,140 | 11.66% | Q1 2026 | May 08, 2026 |
| Hudson Value Partners, LLC | History | Added to | 22,742 | 7,295 | 2.18% | 2.22% | 1022 | +475 | 2.13% | Q1 2026 | Apr 14, 2026 |
| Trademark Financial Management, LLC | History | Added to | 22,704 | 7,283 | 3.57% | 3.1% | 1023 | +5,899 | 35.1% | Q1 2026 | Apr 27, 2026 |
| Generations Wealth, LLC | History | Added to | 22,685 | 7,277 | 7.07% | 6.73% | 1024 | +3,072 | 15.66% | Q1 2026 | May 05, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 22,633 | 7,260 | 0.53% | 0.52% | 1025 | +642 | 2.92% | Q1 2026 | May 05, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 22,629 | 7,259 | 0.5% | 0.67% | 1026 | -2,542 | -10.1% | Q1 2026 | Apr 17, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 22,667 | 7,241 | 0.21% | 0.24% | 1027 | -1,077 | -4.54% | Q1 2026 | Apr 14, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 22,438 | 7,198 | 0.26% | 0.29% | 1028 | -211 | -0.93% | Q1 2026 | May 12, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 22,434 | 7,197 | 0.94% | 0.85% | 1029 | +1,920 | 9.36% | Q1 2026 | May 08, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 21,359 | 7,161 | 2.16% | 2.16% | 1030 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 22,283 | 7,148 | 0.08% | 0.05% | 1031 | +7,771 | 53.55% | Q1 2026 | May 05, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 22,264 | 7,142 | 0.51% | 0.5% | 1032 | +1,302 | 6.21% | Q1 2026 | May 12, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 22,245 | 7,136 | 0.33% | 0.33% | 1033 | -60 | -0.27% | Q1 2026 | Apr 30, 2026 |
| Level Financial Advisors | History | Added to | 22,218 | 7,127 | 1.82% | 1.86% | 1034 | +1,282 | 6.12% | Q1 2026 | Apr 10, 2026 |
| Global Wealth Management, LLC | History | Reduced | 22,015 | 7,062 | 3.85% | 4.13% | 1035 | -870 | -3.8% | Q1 2026 | Apr 16, 2026 |
| Calamos Advisors LLC | History | New | 21,947 | 7,040 | 0.02% | — | 1037 | +21,947 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | No change | 21,947 | 7,040 | 0.24% | 0.25% | 1036 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Human Investing LLC | History | Added to | 21,885 | 7,020 | 1.02% | 1.03% | 1038 | +151 | 0.69% | Q1 2026 | May 07, 2026 |
| CVFG LLC | History | Added to | 21,870 | 7,016 | 0.87% | 4.32% | 1039 | +3,095 | 16.48% | Q1 2026 | Apr 29, 2026 |
| Ignite Planners, LLC | History | Added to | 21,846 | 7,008 | 1.08% | 0.11% | 1040 | +19,748 | 941.28% | Q1 2026 | Apr 17, 2026 |
| Allied Investment Advisors, LLC | History | No change | 21,829 | 7,002 | 1.0% | 1.13% | 1041 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SUSQUEHANNA ADVISORS GROUP, INC. | History | No change | 21,775 | 6,985 | 0.23% | 0.12% | 1042 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VAN STRUM & TOWNE INC. | History | Added to | 21,765 | 6,982 | 2.04% | 2.04% | 1043 | +3 | 0.01% | Q1 2026 | May 07, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 21,675 | 6,953 | 0.09% | 0.09% | 1044 | +954 | 4.6% | Q1 2026 | May 15, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Reduced | 21,619 | 6,935 | 0.53% | 0.69% | 1045 | -2,082 | -8.78% | Q1 2026 | May 13, 2026 |
| HORAN Wealth, LLC | History | Added to | 20,706 | 6,928 | 0.66% | 0.53% | 1046 | +10,354 | 100.02% | Q1 2026 | May 08, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | Added to | 21,447 | 6,880 | 3.68% | 3.79% | 1047 | +7 | 0.03% | Q1 2026 | Apr 27, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 21,399 | 6,864 | 3.11% | 3.11% | 1048 | +2,731 | 14.63% | Q1 2026 | Apr 20, 2026 |
| Fisher Asset Management, LLC | History | Added to | 21,302 | 6,834 | 0.0% | 0.0% | 1049 | +4,482 | 26.65% | Q1 2026 | May 05, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 21,293 | 6,831 | 1.7% | 1.8% | 1050 | -312 | -1.44% | Q1 2026 | Apr 28, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | Added to | 21,295 | 6,831 | 3.05% | 3.36% | 1051 | +129 | 0.61% | Q1 2026 | Apr 27, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Reduced | 21,284 | 6,828 | 0.33% | 0.45% | 1052 | -6,330 | -22.92% | Q1 2026 | Apr 27, 2026 |
| Forbes Financial Planning, Inc. | History | Added to | 21,212 | 6,805 | 3.93% | 4.08% | 1053 | +379 | 1.82% | Q1 2026 | Apr 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 21,176 | 6,793 | 0.51% | 0.53% | 1054 | +160 | 0.76% | Q1 2026 | Apr 14, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 21,125 | 6,777 | 0.21% | 0.21% | 1055 | -370 | -1.72% | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 21,088 | 6,765 | 0.35% | 0.39% | 1056 | +25 | 0.12% | Q1 2026 | May 07, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 21,047 | 6,751 | 0.18% | 0.18% | 1057 | +295 | 1.42% | Q1 2026 | May 14, 2026 |
| Trek Financial, LLC | History | Added to | 21,021 | 6,743 | 0.36% | 0.36% | 1058 | +2,253 | 12.0% | Q1 2026 | May 13, 2026 |
| Brooklyn Investment Group | History | Added to | 21,014 | 6,741 | 0.21% | 0.21% | 1059 | +7,806 | 59.1% | Q1 2026 | Apr 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 20,963 | 6,725 | 0.35% | 0.36% | 1060 | +655 | 3.23% | Q1 2026 | Apr 15, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 20,604 | 6,723 | 0.12% | 0.12% | 1061 | -25 | -0.12% | Q1 2026 | May 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 20,955 | 6,722 | 0.43% | 0.42% | 1062 | +1,356 | 6.92% | Q1 2026 | May 05, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | Added to | 20,828 | 6,681 | 1.59% | 1.56% | 1063 | +1,120 | 5.68% | Q1 2026 | Apr 22, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 20,827 | 6,681 | 0.45% | 0.63% | 1064 | +162 | 0.78% | Q1 2026 | May 07, 2026 |
| Apollon Financial, LLC | History | Reduced | 20,782 | 6,666 | 0.92% | 1.02% | 1065 | -87 | -0.42% | Q1 2026 | Apr 22, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 20,695 | 6,639 | 1.05% | 1.05% | 1066 | +648 | 3.23% | Q1 2026 | Apr 29, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 20,409 | 6,637 | 0.14% | 0.14% | 1067 | +30 | 0.15% | Q1 2026 | Apr 28, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 20,648 | 6,623 | 0.22% | 0.24% | 1068 | +171 | 0.84% | Q1 2026 | May 14, 2026 |
| Intrua Financial, LLC | History | Added to | 20,620 | 6,615 | 0.68% | 0.69% | 1070 | +1,142 | 5.86% | Q1 2026 | Apr 23, 2026 |
| True North Advisors, LLC | History | Reduced | 20,620 | 6,615 | 0.75% | 0.92% | 1069 | -621 | -2.92% | Q1 2026 | May 07, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 20,591 | 6,605 | 0.42% | 0.31% | 1071 | +6,663 | 47.84% | Q1 2026 | Apr 27, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | Reduced | 20,577 | 6,601 | 20.59% | 20.99% | 1072 | -73 | -0.35% | Q1 2026 | May 08, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 20,563 | 6,596 | 0.64% | 0.66% | 1073 | +166 | 0.81% | Q1 2026 | May 06, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 20,184 | 6,564 | 0.71% | 0.7% | 1074 | +6,170 | 44.03% | Q1 2026 | Apr 10, 2026 |
| Arbor Wealth Advisors LLC | History | Added to | 20,458 | 6,563 | 4.6% | 4.74% | 1075 | +628 | 3.17% | Q1 2026 | Apr 22, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 20,431 | 6,554 | 0.02% | 0.02% | 1076 | +2,871 | 16.35% | Q1 2026 | May 15, 2026 |
| Westmount Partners, LLC | History | Reduced | 20,402 | 6,545 | 1.61% | 1.76% | 1077 | -703 | -3.33% | Q1 2026 | Apr 16, 2026 |
| Strategic Point Investment Advisors, LLC | History | Reduced | 20,383 | 6,539 | 0.95% | 0.97% | 1078 | -492 | -2.36% | Q1 2026 | Apr 23, 2026 |
| Spire Wealth Management | History | Reduced | 20,262 | 6,500 | 0.22% | 0.27% | 1079 | -3,681 | -15.37% | Q1 2026 | Apr 22, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 20,173 | 6,471 | 0.12% | 0.11% | 1080 | -37,589 | -65.08% | Q1 2026 | May 07, 2026 |
| Aries Wealth Management | History | Added to | 20,096 | 6,446 | 1.42% | 1.39% | 1081 | +1,356 | 7.24% | Q1 2026 | May 14, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 20,064 | 6,436 | 0.41% | 0.4% | 1082 | +893 | 4.66% | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 20,045 | 6,430 | 0.13% | 0.14% | 1083 | +263 | 1.33% | Q1 2026 | Apr 27, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 20,038 | 6,428 | 0.33% | 0.35% | 1084 | -271 | -1.33% | Q1 2026 | May 07, 2026 |
| Astra Wealth Partners LLC | History | Reduced | 20,020 | 6,422 | 3.83% | 4.03% | 1085 | -446 | -2.18% | Q1 2026 | May 06, 2026 |
| Accredited Investors Inc. | History | Added to | 19,870 | 6,374 | 0.34% | 0.35% | 1086 | +69 | 0.35% | Q1 2026 | Apr 30, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 19,824 | 6,359 | 1.23% | 1.28% | 1087 | +43 | 0.22% | Q1 2026 | May 05, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | No change | 18,571 | 6,357 | 5.9% | 5.9% | 1088 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 19,724 | 6,327 | 0.94% | 0.92% | 1089 | +1,085 | 5.82% | Q1 2026 | Apr 09, 2026 |
| Advisory Alpha, LLC | History | Added to | 19,708 | 6,324 | 0.17% | 0.17% | 1090 | +633 | 3.32% | Q1 2026 | May 14, 2026 |
| WIMMER ASSOCIATES 1, LLC | History | Reduced | 19,530 | 6,265 | 3.06% | 3.05% | 1091 | -65 | -0.33% | Q1 2026 | May 15, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 19,501 | 6,256 | 0.59% | 0.6% | 1092 | +48 | 0.25% | Q1 2026 | Apr 27, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 19,500 | 6,255 | 0.13% | 0.15% | 1093 | -1,957 | -9.12% | Q1 2026 | May 13, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | Reduced | 19,476 | 6,248 | 5.23% | 5.5% | 1094 | -31 | -0.16% | Q1 2026 | May 08, 2026 |
| Align Financial, LLC | History | Reduced | 19,466 | 6,244 | 3.55% | 3.64% | 1095 | -6,252,375 | -99.69% | Q1 2026 | May 08, 2026 |
| Successful Portfolios LLC | History | Added to | 19,603 | 6,234 | 3.44% | 3.2% | 1096 | +1,242 | 6.76% | Q1 2026 | Apr 13, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 19,417 | 6,229 | 0.46% | 0.42% | 1097 | +1,675 | 9.44% | Q1 2026 | May 07, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | Added to | 18,753 | 6,229 | 5.96% | 5.79% | 1098 | +321 | 1.74% | Q1 2026 | Apr 14, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 19,324 | 6,199 | 0.1% | 0.11% | 1099 | -125 | -0.64% | Q1 2026 | May 05, 2026 |
| Unify Financial Advisors | History | Added to | 19,286 | 6,187 | 6.42% | 6.64% | 1100 | +271 | 1.43% | Q1 2026 | Apr 23, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 18,445 | 6,184 | 3.8% | 3.8% | 1101 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 19,272 | 6,182 | 0.12% | 0.12% | 1102 | -401 | -2.04% | Q1 2026 | May 12, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 19,269 | 6,181 | 0.35% | 0.38% | 1103 | +328 | 1.73% | Q1 2026 | Apr 09, 2026 |
| MCF Advisors LLC | History | Added to | 19,252 | 6,176 | 0.27% | 0.32% | 1104 | +1,942 | 11.22% | Q1 2026 | May 11, 2026 |
| Navigate Wealth Management, LLC | History | New | 17,734 | 6,168 | 4.33% | — | 1105 | +17,734 | New | Q1 2026 | Apr 27, 2026 |
| Fiduciary Alliance LLC | History | Added to | 17,858 | 6,165 | 0.37% | 0.39% | 1106 | +176 | 1.0% | Q1 2026 | Apr 20, 2026 |
| Trevian Wealth Management LLC | History | Reduced | 19,209 | 6,162 | 3.04% | 3.16% | 1107 | -681 | -3.42% | Q1 2026 | Apr 21, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 19,130 | 6,136 | 0.74% | 0.78% | 1108 | -112 | -0.58% | Q1 2026 | Apr 23, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 19,086 | 6,122 | 0.63% | 0.69% | 1109 | -638 | -3.23% | Q1 2026 | May 07, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Reduced | 18,271 | 6,121 | 0.06% | 0.06% | 1110 | -1,065 | -5.51% | Q1 2026 | Apr 13, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 19,052 | 6,112 | 0.23% | 0.23% | 1111 | +683 | 3.72% | Q1 2026 | May 12, 2026 |
| Wind River Trust Co | History | No change | 19,027 | 6,104 | 2.3% | 2.38% | 1112 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Montis Financial, LLC | History | Reduced | 19,007 | 6,097 | 1.26% | 1.33% | 1113 | -1,130 | -5.61% | Q1 2026 | May 11, 2026 |
| L & S Advisors Inc | History | Reduced | 18,885 | 6,058 | 0.76% | 0.72% | 1114 | -4,447 | -19.06% | Q1 2026 | May 11, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 18,876 | 6,055 | 2.25% | 2.38% | 1115 | +30 | 0.16% | Q1 2026 | Apr 23, 2026 |
| Blume Capital Management, Inc. | History | No change | 18,860 | 6,050 | 1.03% | 1.15% | 1116 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Smith Salley Wealth Management | History | Added to | 18,837 | 6,043 | 0.3% | 0.23% | 1117 | +4,858 | 34.75% | Q1 2026 | Apr 16, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 18,809 | 6,033 | 0.45% | 0.37% | 1118 | +662 | 3.65% | Q1 2026 | May 20, 2026 |
| ACT Advisors, LLC. | History | Added to | 18,802 | 6,032 | 2.57% | 2.48% | 1119 | +50 | 0.27% | Q1 2026 | Apr 14, 2026 |
| Riverview Capital Advisers, LLC | History | Added to | 18,796 | 6,029 | 2.01% | 1.81% | 1120 | +930 | 5.21% | Q1 2026 | May 13, 2026 |
| Berger Financial Group, Inc | History | Added to | 18,788 | 6,027 | 0.34% | 0.35% | 1121 | +723 | 4.0% | Q1 2026 | Apr 28, 2026 |
| WoodTrust Financial Corp | History | Reduced | 18,731 | 6,009 | 0.78% | 1.23% | 1122 | -12,617 | -40.25% | Q1 2026 | May 06, 2026 |
| United Community Bank | History | Added to | 18,721 | 6,005 | 2.0% | 1.69% | 1123 | +5,385 | 40.38% | Q1 2026 | Apr 24, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 18,704 | 6,000 | 0.09% | 0.09% | 1124 | +1 | 0.01% | Q1 2026 | May 15, 2026 |
| Wealth Architects, LLC | History | Added to | 18,687 | 5,995 | 0.53% | 0.56% | 1125 | +16 | 0.09% | Q1 2026 | May 15, 2026 |
| Traveka Wealth, LLC | History | Added to | 18,652 | 5,983 | 2.28% | 2.51% | 1126 | +225 | 1.22% | Q1 2026 | Apr 22, 2026 |
| SHP Wealth Management | History | Added to | 18,634 | 5,978 | 0.45% | 0.47% | 1127 | +515 | 2.84% | Q1 2026 | May 08, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 18,611 | 5,970 | 0.92% | 0.94% | 1128 | +1,453 | 8.47% | Q1 2026 | May 06, 2026 |
| Faithward Advisors, LLC | History | Added to | 18,605 | 5,968 | 0.85% | 0.81% | 1129 | +2,137 | 12.98% | Q1 2026 | Apr 17, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 18,563 | 5,955 | 1.07% | 1.06% | 1130 | +1,075 | 6.15% | Q1 2026 | Apr 29, 2026 |
| Northern Lights Advisors, Inc. | History | Reduced | 18,516 | 5,940 | 4.02% | 4.52% | 1131 | -1,147 | -5.83% | Q1 2026 | Apr 21, 2026 |
| DURANTE & WATERS, LLC | History | Reduced | 18,493 | 5,932 | 4.29% | 4.39% | 1132 | -300 | -1.6% | Q1 2026 | May 06, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 18,476 | 5,927 | 0.0% | 0.0% | 1133 | -636 | -3.33% | Q1 2026 | May 14, 2026 |
| Five Pine Wealth Management | History | Added to | 18,477 | 5,927 | 3.68% | 3.92% | 1134 | +261 | 1.43% | Q1 2026 | Apr 16, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 18,473 | 5,926 | 0.68% | 0.69% | 1135 | +63 | 0.34% | Q1 2026 | May 11, 2026 |
| DT Investment Partners, LLC | History | Reduced | 18,445 | 5,917 | 0.49% | 0.54% | 1136 | -893 | -4.62% | Q1 2026 | May 14, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 18,400 | 5,902 | 0.43% | 0.46% | 1137 | -82 | -0.44% | Q1 2026 | Apr 20, 2026 |
| Martin Capital Advisors, LLP | History | Reduced | 18,366 | 5,891 | 3.72% | 3.62% | 1138 | -64 | -0.35% | Q1 2026 | May 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 18,322 | 5,877 | 0.13% | 0.14% | 1139 | +205 | 1.13% | Q1 2026 | May 14, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 18,315 | 5,875 | 0.04% | 0.02% | 1140 | +7,783 | 73.9% | Q1 2026 | May 07, 2026 |
| Moors & Cabot, Inc. | History | Added to | 18,274 | 5,862 | 0.25% | 0.21% | 1141 | +3,390 | 22.78% | Q1 2026 | May 08, 2026 |
| Fort Henry Capital, LLC | History | Added to | 18,265 | 5,859 | 3.54% | 3.57% | 1142 | +871 | 5.01% | Q1 2026 | Apr 20, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 18,205 | 5,840 | 2.24% | 2.18% | 1143 | +830 | 4.78% | Q1 2026 | May 12, 2026 |
| Legacy Wealth Advisors, LLC | History | Added to | 18,144 | 5,820 | 2.97% | 3.89% | 1144 | +590 | 3.36% | Q1 2026 | May 06, 2026 |
| ADVOCATE GROUP LLC | History | Reduced | 18,129 | 5,816 | 0.91% | 0.99% | 1145 | -212 | -1.16% | Q1 2026 | Apr 13, 2026 |
| Keener Financial Planning LLC | History | Added to | 18,107 | 5,808 | 2.44% | 2.17% | 1146 | +3,134 | 20.93% | Q1 2026 | May 01, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 18,094 | 5,804 | 0.42% | 0.43% | 1147 | +1,021 | 5.98% | Q1 2026 | Apr 29, 2026 |
| Heartland Bank & Trust Co | History | New | 18,072 | 5,797 | 1.31% | — | 1148 | +18,072 | New | Q1 2026 | May 06, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 18,041 | 5,787 | 1.3% | 0.73% | 1149 | +8,944 | 98.32% | Q1 2026 | May 14, 2026 |
| Advisors Capital Management, LLC | History | Added to | 18,010 | 5,777 | 0.07% | 0.07% | 1150 | +781 | 4.53% | Q1 2026 | May 01, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | Added to | 18,005 | 5,776 | 0.32% | 0.32% | 1151 | +178 | 1.0% | Q1 2026 | Apr 13, 2026 |
| Factorial Partners, LLC | History | Reduced | 18,000 | 5,774 | 4.19% | 4.04% | 1152 | -250 | -1.37% | Q1 2026 | May 13, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 17,987 | 5,770 | 2.68% | 2.57% | 1153 | +265 | 1.5% | Q1 2026 | May 04, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 17,188 | 5,762 | 0.38% | 0.38% | 1154 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 17,154 | 5,751 | 0.37% | 0.37% | 1155 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 17,920 | 5,748 | 0.77% | 0.8% | 1156 | +402 | 2.29% | Q1 2026 | Apr 08, 2026 |
| American Trust | History | Added to | 17,882 | 5,736 | 0.51% | 0.49% | 1157 | +532 | 3.07% | Q1 2026 | May 01, 2026 |
| Arista Wealth Management, LLC | History | Reduced | 17,862 | 5,730 | 0.7% | 0.74% | 1158 | -6 | -0.03% | Q1 2026 | Apr 30, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Reduced | 17,844 | 5,724 | 0.33% | 0.4% | 1159 | -3,220 | -15.29% | Q1 2026 | Apr 17, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 17,798 | 5,709 | 0.8% | 0.83% | 1160 | -206 | -1.14% | Q1 2026 | Apr 30, 2026 |
| Cannell & Spears LLC | History | Added to | 17,793 | 5,708 | 0.11% | 0.11% | 1161 | +197 | 1.12% | Q1 2026 | May 15, 2026 |
| PKS Advisory Services, LLC | History | Added to | 17,788 | 5,706 | 1.33% | 1.31% | 1162 | +697 | 4.08% | Q1 2026 | May 13, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 17,697 | 5,677 | 1.35% | 1.45% | 1163 | +15 | 0.08% | Q1 2026 | Apr 22, 2026 |
| CIBC Asset Management Inc | History | Added to | 17,646 | 5,661 | 0.01% | 0.01% | 1164 | +3,715 | 26.67% | Q1 2026 | May 12, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 17,647 | 5,661 | 0.22% | 0.23% | 1165 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 17,631 | 5,656 | 0.43% | 0.44% | 1166 | +1,660 | 10.39% | Q1 2026 | Apr 22, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 17,629 | 5,655 | 2.3% | 2.35% | 1167 | -194 | -1.09% | Q1 2026 | Apr 24, 2026 |
| Charis Legacy Partners, LLC | History | Added to | 17,618 | 5,651 | 8.26% | 8.04% | 1168 | +1,361 | 8.37% | Q1 2026 | Apr 07, 2026 |
| Elite Financial, Inc. | History | Added to | 17,609 | 5,649 | 2.53% | 2.6% | 1169 | +534 | 3.13% | Q1 2026 | May 12, 2026 |
| FreeGulliver LLC | History | Added to | 17,581 | 5,640 | 2.38% | 0.16% | 1170 | +16,286 | 1257.61% | Q1 2026 | May 15, 2026 |
| 55 North Private Wealth, LLC | History | Reduced | 17,576 | 5,638 | 1.44% | 1.55% | 1171 | -17 | -0.1% | Q1 2026 | Apr 17, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 17,539 | 5,626 | 2.68% | 2.91% | 1172 | -59 | -0.34% | Q1 2026 | May 01, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 17,526 | 5,622 | 0.83% | 0.83% | 1173 | +573 | 3.38% | Q1 2026 | Apr 24, 2026 |
| Lakeside Advisors, INC. | History | No change | 17,473 | 5,605 | 3.74% | 3.75% | 1174 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| 1015 Capital Partners, LLC | History | No change | 17,393 | 5,579 | 5.42% | 5.73% | 1175 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 17,388 | 5,578 | 0.02% | 0.02% | 1176 | -14 | -0.08% | Q1 2026 | May 08, 2026 |
| RVW Wealth, LLC | History | Reduced | 17,356 | 5,567 | 0.43% | 0.63% | 1177 | -7,098 | -29.03% | Q1 2026 | Apr 08, 2026 |
| EdgeRock Capital LLC | History | Reduced | 17,329 | 5,559 | 1.5% | 1.62% | 1178 | -872 | -4.79% | Q1 2026 | Apr 16, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 17,321 | 5,556 | 0.63% | 0.62% | 1179 | +28 | 0.16% | Q1 2026 | May 04, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Reduced | 17,315 | 5,554 | 2.56% | 2.63% | 1180 | -80 | -0.46% | Q1 2026 | Apr 13, 2026 |
| Bogart Wealth, LLC | History | Added to | 17,310 | 5,553 | 0.21% | 0.23% | 1181 | +152 | 0.89% | Q1 2026 | Apr 28, 2026 |
| NRI Wealth Management LC | History | No change | 16,530 | 5,542 | 2.83% | 2.83% | 1182 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 17,219 | 5,524 | 1.17% | 1.23% | 1183 | +59 | 0.34% | Q1 2026 | May 12, 2026 |
| Prospect Financial Group LLC | History | Reduced | 17,203 | 5,519 | 5.1% | 5.41% | 1184 | -142 | -0.82% | Q1 2026 | May 05, 2026 |
| MASECO LLP | History | Added to | 17,187 | 5,515 | 0.17% | 0.22% | 1185 | +1,947 | 12.78% | Q1 2026 | Apr 21, 2026 |
| Strategic Financial Group, LLC | History | New | 17,185 | 5,513 | 5.68% | — | 1186 | +17,185 | New | Q1 2026 | Apr 29, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 17,120 | 5,492 | 0.59% | 0.58% | 1187 | +272 | 1.61% | Q1 2026 | Apr 15, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 17,029 | 5,463 | 2.15% | 2.31% | 1188 | -70 | -0.41% | Q1 2026 | Apr 08, 2026 |
| Capital Asset Managemnet, LLC | History | Added to | 17,020 | 5,460 | 6.15% | 6.28% | 1189 | +105 | 0.62% | Q1 2026 | Apr 14, 2026 |
| Rockingstone Advisors LLC | History | Added to | 17,000 | 5,453 | 2.5% | 2.6% | 1190 | +10 | 0.06% | Q1 2026 | Apr 09, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 16,944 | 5,435 | 1.47% | 1.59% | 1191 | -347 | -2.01% | Q1 2026 | May 12, 2026 |
| Perennial Advisors, LLC | History | Reduced | 16,901 | 5,421 | 0.92% | 1.01% | 1192 | -1,123 | -6.23% | Q1 2026 | Apr 13, 2026 |
| American Financial Advisors, LLC | History | Added to | 16,882 | 5,415 | 0.72% | 0.72% | 1193 | +146 | 0.87% | Q1 2026 | May 13, 2026 |
| Verum Partners LLC | History | Added to | 16,871 | 5,412 | 1.03% | 1.02% | 1195 | +1,774 | 11.75% | Q1 2026 | Apr 15, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 16,871 | 5,412 | 0.98% | 1.04% | 1194 | -58 | -0.34% | Q1 2026 | May 15, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Reduced | 15,422 | 5,405 | 2.22% | 2.44% | 1196 | -222 | -1.42% | Q1 2026 | Apr 22, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 14,988 | 5,400 | 1.93% | 1.02% | 1197 | +7,235 | 93.32% | Q1 2026 | May 08, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 16,804 | 5,390 | 0.58% | 0.65% | 1198 | -342 | -1.99% | Q1 2026 | Apr 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 16,752 | 5,374 | 0.01% | 0.01% | 1199 | +118 | 0.71% | Q1 2026 | May 08, 2026 |
| SouthState Bank Corp | History | Added to | 16,703 | 5,358 | 0.25% | 0.22% | 1200 | +1,745 | 11.67% | Q1 2026 | May 05, 2026 |
| First Citizens Financial Corp | History | Added to | 16,593 | 5,323 | 2.51% | 2.44% | 1201 | +1,847 | 12.53% | Q1 2026 | Apr 07, 2026 |
| Friday Financial | History | Added to | 16,571 | 5,316 | 1.83% | 1.96% | 1202 | +24 | 0.15% | Q1 2026 | Apr 16, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 16,557 | 5,311 | 0.47% | 0.48% | 1203 | +136 | 0.83% | Q1 2026 | May 12, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 16,547 | 5,308 | 0.18% | 0.18% | 1205 | +899 | 5.75% | Q1 2026 | Apr 17, 2026 |
| Quartz Partners, LLC | History | No change | 16,546 | 5,308 | 2.05% | 2.06% | 1204 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 16,523 | 5,300 | 0.64% | 0.63% | 1206 | +128 | 0.78% | Q1 2026 | May 14, 2026 |
| D.B. Root & Company, LLC | History | Added to | 16,379 | 5,254 | 1.26% | 1.22% | 1207 | +1,405 | 9.38% | Q1 2026 | May 12, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Added to | 16,312 | 5,232 | 2.02% | 2.03% | 1208 | +647 | 4.13% | Q1 2026 | Apr 29, 2026 |
| NavPoint Financial, Inc. | History | Added to | 16,284 | 5,224 | 2.11% | 2.22% | 1209 | +797 | 5.15% | Q1 2026 | Apr 24, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 16,211 | 5,201 | 0.6% | 0.62% | 1210 | +897 | 5.86% | Q1 2026 | Apr 17, 2026 |
| Marex Group plc | History | No change | 16,187 | 5,192 | 0.03% | 0.03% | 1211 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 16,176 | 5,189 | 0.6% | — | 1212 | +16,176 | New | Q1 2026 | May 15, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 16,130 | 5,174 | 1.73% | 1.59% | 1213 | -254 | -1.55% | Q1 2026 | Apr 29, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 15,969 | 5,123 | 0.25% | 0.26% | 1214 | -351 | -2.15% | Q1 2026 | May 04, 2026 |
| Strid Group, LLC | History | Reduced | 15,954 | 5,118 | 0.63% | 0.68% | 1215 | -290 | -1.79% | Q1 2026 | Apr 29, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 15,948 | 5,116 | 0.68% | 0.43% | 1216 | +7,663 | 92.49% | Q1 2026 | Apr 08, 2026 |
| Provident Living Financial Services, Inc. | History | Added to | 15,937 | 5,112 | 5.64% | 4.94% | 1217 | +950 | 6.34% | Q1 2026 | May 13, 2026 |
| Consolidated Portfolio Review Corp | History | Added to | 15,912 | 5,104 | 0.47% | 0.46% | 1218 | +40 | 0.25% | Q1 2026 | Apr 27, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 16,358 | 5,098 | 0.3% | 0.28% | 1219 | +860 | 5.55% | Q1 2026 | May 14, 2026 |
| LAM GROUP, INC. | History | Added to | 15,891 | 5,097 | 2.8% | 2.93% | 1220 | +634 | 4.16% | Q1 2026 | Apr 22, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 15,885 | 5,096 | 0.54% | 0.6% | 1221 | +2,372 | 17.55% | Q1 2026 | Apr 23, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 15,836 | 5,080 | 1.48% | 1.57% | 1222 | +150 | 0.96% | Q1 2026 | Apr 30, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 15,830 | 5,079 | 4.27% | 4.53% | 1223 | +6 | 0.04% | Q1 2026 | Apr 22, 2026 |
| LRI Investments, LLC | History | Added to | 15,828 | 5,077 | 0.45% | 0.39% | 1224 | +1,505 | 10.51% | Q1 2026 | Apr 30, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 15,807 | 5,071 | 4.08% | 3.39% | 1225 | +2,820 | 21.71% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 15,771 | 5,059 | 0.0% | 0.0% | 1226 | +11,638 | 281.59% | Q1 2026 | May 12, 2026 |
| Larson Financial Group LLC | History | Reduced | 15,680 | 5,030 | 0.16% | 0.18% | 1227 | -59 | -0.37% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | No change | 15,408 | 5,010 | 0.06% | 0.06% | 1228 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Francis Financial, Inc. | History | Added to | 15,604 | 5,005 | 0.93% | 1.01% | 1229 | +217 | 1.41% | Q1 2026 | May 07, 2026 |
| West Financial Advisors, LLC | History | Reduced | 15,593 | 5,002 | 0.85% | 0.9% | 1231 | -321 | -2.02% | Q1 2026 | Apr 08, 2026 |
| Providence First Trust Co | History | Added to | 15,592 | 5,002 | 1.76% | 1.8% | 1230 | +66 | 0.43% | Q1 2026 | May 04, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 15,559 | 4,991 | 1.16% | 1.23% | 1232 | -332 | -2.09% | Q1 2026 | Apr 17, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 15,490 | 4,969 | 0.9% | 0.82% | 1233 | +1,507 | 10.78% | Q1 2026 | May 11, 2026 |
| BAYBAN | History | Reduced | 15,466 | 4,961 | 4.31% | 4.59% | 1234 | -15 | -0.1% | Q1 2026 | Apr 24, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 15,450 | 4,956 | 0.11% | 0.11% | 1236 | -264 | -1.68% | Q1 2026 | May 07, 2026 |
| CITY HOLDING CO | History | Reduced | 15,452 | 4,956 | 0.62% | 0.64% | 1235 | -122 | -0.78% | Q1 2026 | Apr 15, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 15,784 | 4,921 | 0.04% | — | 1237 | +15,784 | New | Q1 2026 | May 12, 2026 |
| Capasso Planning Partners LLC | History | No change | 14,652 | 4,912 | 2.69% | 2.69% | 1238 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Reduced | 15,128 | 4,886 | 3.33% | 8.6% | 1239 | -11,868 | -43.96% | Q1 2026 | Apr 08, 2026 |
| Indiana Trust & Investment Management Co | History | Added to | 15,194 | 4,874 | 1.51% | 1.33% | 1240 | +1,700 | 12.6% | Q1 2026 | Apr 28, 2026 |
| Crewe Advisors LLC | History | Added to | 15,190 | 4,873 | 0.42% | 0.43% | 1241 | +775 | 5.38% | Q1 2026 | May 07, 2026 |
| Iron Gate Global Advisors LLC | History | Added to | 15,185 | 4,871 | 0.51% | 0.51% | 1242 | +437 | 2.96% | Q1 2026 | May 15, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Added to | 15,168 | 4,865 | 2.71% | 2.74% | 1243 | +84 | 0.56% | Q1 2026 | Apr 14, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 15,147 | 4,859 | 0.39% | 0.37% | 1244 | +624 | 4.3% | Q1 2026 | Apr 06, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 15,113 | 4,848 | 0.18% | 0.13% | 1245 | +3,368 | 28.68% | Q1 2026 | Apr 21, 2026 |
| Blue Edge Capital, LLC | History | No change | 14,413 | 4,832 | 0.65% | 0.65% | 1246 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Reduced | 15,017 | 4,817 | 3.61% | 2.93% | 1247 | -589 | -3.77% | Q1 2026 | Apr 14, 2026 |
| UNITED BANK | History | Reduced | 15,000 | 4,812 | 0.62% | 0.83% | 1248 | -3,660 | -19.61% | Q1 2026 | May 11, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 14,954 | 4,797 | 0.51% | 0.49% | 1249 | +1,475 | 10.94% | Q1 2026 | May 04, 2026 |
| Shakespeare Wealth Management, LLC | History | Added to | 14,945 | 4,794 | 1.14% | 1.1% | 1250 | +71 | 0.48% | Q1 2026 | Apr 30, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 14,939 | 4,792 | 1.16% | 1.2% | 1251 | +183 | 1.24% | Q1 2026 | May 05, 2026 |
| VICUS CAPITAL | History | Reduced | 14,935 | 4,791 | 0.35% | 0.38% | 1252 | -291 | -1.91% | Q1 2026 | Apr 22, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | Added to | 14,899 | 4,779 | 2.92% | 2.84% | 1253 | +296 | 2.03% | Q1 2026 | Apr 08, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 14,894 | 4,778 | 0.29% | 0.31% | 1254 | -400 | -2.62% | Q1 2026 | May 12, 2026 |
| Keel Point, LLC | History | No change | 14,249 | 4,777 | 0.29% | 0.29% | 1255 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GWN SECURITIES INC. | History | Added to | 14,887 | 4,776 | 0.91% | 0.75% | 1256 | +3,761 | 33.8% | Q1 2026 | May 14, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 14,861 | 4,767 | 3.16% | 3.18% | 1257 | -84 | -0.56% | Q1 2026 | Apr 21, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 14,199 | 4,760 | 0.9% | 0.9% | 1258 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 14,766 | 4,736 | 1.09% | 1.14% | 1259 | -199 | -1.33% | Q1 2026 | Apr 17, 2026 |
| Single Point Partners, LLC | History | Added to | 14,747 | 4,730 | 0.94% | 0.92% | 1260 | +913 | 6.6% | Q1 2026 | Apr 15, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Reduced | 14,724 | 4,723 | 2.16% | 2.38% | 1261 | -321 | -2.13% | Q1 2026 | May 14, 2026 |
| Bear Mountain Capital, Inc. | History | Reduced | 13,449 | 4,709 | 1.42% | 1.49% | 1262 | -7 | -0.05% | Q1 2026 | May 12, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Added to | 14,670 | 4,706 | 0.16% | 0.15% | 1263 | +869 | 6.3% | Q1 2026 | May 06, 2026 |
| DKM Wealth Management, Inc. | History | No change | 14,669 | 4,705 | 3.39% | 3.67% | 1264 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 14,654 | 4,701 | 0.94% | 0.96% | 1265 | +411 | 2.89% | Q1 2026 | May 14, 2026 |
| Andrews Advisory Associates, LLC | History | Reduced | 14,643 | 4,697 | 2.47% | 2.64% | 1266 | -197 | -1.33% | Q1 2026 | May 14, 2026 |
| DBK Financial Counsel, LLC | History | No change | 13,974 | 4,685 | 3.6% | 3.6% | 1267 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Madrid Wealth Management, LLC | History | Reduced | 14,598 | 4,683 | 3.53% | 3.97% | 1268 | -10 | -0.07% | Q1 2026 | Apr 21, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 14,586 | 4,679 | 0.38% | 0.42% | 1269 | +48 | 0.33% | Q1 2026 | Apr 08, 2026 |
| Phillip James Consulting Co. | History | New | 14,577 | 4,676 | 3.55% | — | 1270 | +14,577 | New | Q1 2026 | May 11, 2026 |
| Councilmark Asset Management, LLC | History | No change | 14,559 | 4,670 | 2.68% | 2.73% | 1271 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BCS Wealth Management | History | Reduced | 14,556 | 4,669 | 0.95% | 0.8% | 1272 | -8,932 | -38.03% | Q1 2026 | Apr 17, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 14,530 | 4,661 | 1.02% | 1.16% | 1273 | -1,694 | -10.44% | Q1 2026 | Apr 14, 2026 |
| Investment Advisory Group, LLC | History | Added to | 14,495 | 4,650 | 1.18% | 1.17% | 1274 | +900 | 6.62% | Q1 2026 | Apr 22, 2026 |
| GERBER, LLC | History | Added to | 14,464 | 4,640 | 2.59% | 2.7% | 1275 | +1 | 0.01% | Q1 2026 | Apr 22, 2026 |
| Mosley Wealth Management | History | Reduced | 14,130 | 4,637 | 2.1% | 2.15% | 1276 | -2 | -0.01% | Q1 2026 | Apr 27, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 14,435 | 4,630 | 0.65% | 0.84% | 1277 | -3,639 | -20.13% | Q1 2026 | May 11, 2026 |
| Aspen Investment Management Inc | History | Reduced | 14,424 | 4,627 | 1.42% | 1.47% | 1278 | -138 | -0.95% | Q1 2026 | Apr 15, 2026 |
| Narus Financial Partners, LLC | History | Added to | 14,426 | 4,627 | 1.21% | 1.32% | 1279 | +126 | 0.88% | Q1 2026 | Apr 21, 2026 |
| Ascentis Independent Advisors | History | Added to | 14,418 | 4,625 | 0.35% | 0.15% | 1280 | +11,553 | 403.25% | Q1 2026 | Apr 28, 2026 |
| Kendall Capital Management | History | Added to | 14,332 | 4,597 | 0.94% | 1.0% | 1281 | +81 | 0.57% | Q1 2026 | Apr 24, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 14,321 | 4,595 | 0.52% | 0.56% | 1282 | -394 | -2.68% | Q1 2026 | May 15, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Added to | 45,062 | 4,583 | 1.72% | 1.79% | 1283 | +4,491 | 11.07% | Q1 2026 | May 14, 2026 |
| Financial Alternatives, Inc | History | Reduced | 14,271 | 4,578 | 2.47% | 6.79% | 1284 | -20,566 | -59.03% | Q1 2026 | May 01, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Reduced | 14,250 | 4,571 | 0.78% | 1.18% | 1285 | -863 | -5.71% | Q1 2026 | Apr 09, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 14,212 | 4,559 | 0.34% | 0.32% | 1286 | +1,510 | 11.89% | Q1 2026 | Apr 22, 2026 |
| INNEALTA CAPITAL, LLC | History | Reduced | 14,174 | 4,547 | 2.82% | 3.04% | 1287 | -2,552 | -15.26% | Q1 2026 | May 04, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 14,161 | 4,543 | 0.05% | 0.04% | 1288 | +2,154 | 17.94% | Q1 2026 | Apr 27, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 14,153 | 4,540 | 1.36% | 1.28% | 1289 | +1,787 | 14.45% | Q1 2026 | Apr 21, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 14,111 | 4,526 | 0.25% | 0.39% | 1290 | -5,987 | -29.79% | Q1 2026 | May 14, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 14,089 | 4,519 | 1.99% | 1.65% | 1291 | +3,305 | 30.65% | Q1 2026 | May 15, 2026 |
| Old Peak Finance LLC | History | Added to | 14,077 | 4,516 | 2.64% | 2.48% | 1292 | +2,075 | 17.29% | Q1 2026 | Apr 24, 2026 |
| Legal Advantage Investments, Inc. | History | Reduced | 14,049 | 4,507 | 2.33% | 2.28% | 1293 | -650 | -4.42% | Q1 2026 | Apr 20, 2026 |
| Creekside Partners | History | Added to | 14,037 | 4,503 | 1.85% | 1.41% | 1294 | +4,089 | 41.1% | Q1 2026 | Apr 21, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 14,025 | 4,499 | 1.63% | 1.72% | 1295 | -1,255 | -8.21% | Q1 2026 | May 12, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 14,019 | 4,497 | 3.02% | 3.16% | 1296 | +192 | 1.39% | Q1 2026 | Apr 16, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 13,996 | 4,489 | 2.18% | 1.3% | 1297 | +6,523 | 87.29% | Q1 2026 | Apr 22, 2026 |
| Geometric Wealth Advisors | History | Added to | 13,929 | 4,468 | 0.56% | 0.53% | 1298 | +1,621 | 13.17% | Q1 2026 | May 13, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 13,918 | 4,465 | 1.23% | 0.27% | 1299 | +11,355 | 443.04% | Q1 2026 | Apr 09, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 13,870 | 4,449 | 1.76% | 1.91% | 1300 | -781 | -5.33% | Q1 2026 | May 14, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 13,863 | 4,447 | 2.06% | 2.03% | 1301 | +1,068 | 8.35% | Q1 2026 | Apr 08, 2026 |
| Clear Retirement Advice LLC | History | Added to | 13,829 | 4,436 | 3.48% | 3.54% | 1302 | +356 | 2.64% | Q1 2026 | Apr 28, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | Added to | 14,213 | 4,429 | 3.89% | 4.0% | 1303 | +1,378 | 10.74% | Q1 2026 | May 07, 2026 |
| Rodgers & Associates, LTD | History | Added to | 13,780 | 4,420 | 0.45% | 0.46% | 1304 | +128 | 0.94% | Q1 2026 | May 04, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 12,552 | 4,418 | 1.25% | 1.23% | 1305 | +1,314 | 11.69% | Q1 2026 | Apr 27, 2026 |
| FULTON BANK, N.A. | History | Added to | 13,771 | 4,417 | 0.16% | 0.16% | 1306 | +1 | 0.01% | Q1 2026 | Apr 24, 2026 |
| Nemes Rush Group LLC | History | Reduced | 13,743 | 4,408 | 0.42% | 0.44% | 1307 | -112 | -0.81% | Q1 2026 | Apr 21, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 13,723 | 4,402 | 0.52% | 0.63% | 1308 | -187 | -1.34% | Q1 2026 | Apr 30, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 13,698 | 4,394 | 0.61% | 0.62% | 1309 | +378 | 2.84% | Q1 2026 | May 14, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 12,958 | 4,357 | 0.68% | 0.68% | 1310 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Kaufman Rossin Wealth, LLC | History | Added to | 13,566 | 4,352 | 2.49% | 1.67% | 1311 | +4,002 | 41.84% | Q1 2026 | Apr 17, 2026 |
| Woodside Wealth Management LLC | History | Added to | 13,528 | 4,339 | 3.39% | 3.34% | 1312 | +181 | 1.36% | Q1 2026 | Apr 13, 2026 |
| Hills Bank & Trust Co | History | Added to | 13,516 | 4,336 | 0.21% | 0.26% | 1313 | +214 | 1.61% | Q1 2026 | May 01, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 13,460 | 4,318 | 0.0% | 0.0% | 1314 | -600 | -4.27% | Q1 2026 | May 13, 2026 |
| Leo Wealth, LLC | History | Reduced | 13,440 | 4,311 | 0.31% | 0.34% | 1315 | -526 | -3.77% | Q1 2026 | May 05, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 12,296 | 4,310 | 0.3% | 0.29% | 1316 | +496 | 4.2% | Q1 2026 | Apr 29, 2026 |
| Sentry LLC | History | Reduced | 13,412 | 4,302 | 1.37% | 1.24% | 1317 | -100 | -0.74% | Q1 2026 | Apr 22, 2026 |
| Sylvest Advisors, LLC | History | Added to | 13,382 | 4,293 | 2.28% | 2.33% | 1318 | +379 | 2.91% | Q1 2026 | Apr 22, 2026 |
| Values Added Financial LLC | History | Reduced | 13,346 | 4,281 | 1.8% | 1.91% | 1319 | -121 | -0.9% | Q1 2026 | Apr 20, 2026 |
| TruNorth Capital Management, LLC | History | Reduced | 13,327 | 4,275 | 0.82% | 0.9% | 1320 | -871 | -6.13% | Q1 2026 | Apr 22, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 13,323 | 4,274 | 0.34% | 0.34% | 1321 | +80 | 0.6% | Q1 2026 | May 13, 2026 |
| Avant Capital LLC | History | Reduced | 13,267 | 4,256 | 2.99% | 3.12% | 1322 | -279 | -2.06% | Q1 2026 | May 12, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Added to | 13,242 | 4,248 | 1.41% | 1.4% | 1323 | +444 | 3.47% | Q1 2026 | Apr 22, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | Reduced | 13,241 | 4,247 | 1.18% | 1.18% | 1324 | -511 | -3.72% | Q1 2026 | Apr 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 13,225 | 4,242 | 0.23% | 0.25% | 1325 | +38 | 0.29% | Q1 2026 | Apr 30, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 13,206 | 4,236 | 0.03% | 0.03% | 1326 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Twin Lakes Capital Management, LLC | History | Added to | 13,200 | 4,234 | 1.93% | 1.96% | 1327 | +40 | 0.3% | Q1 2026 | May 18, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 11,890 | 4,224 | 1.76% | 1.85% | 1328 | +237 | 2.03% | Q1 2026 | May 04, 2026 |
| Cynosure Group, LLC | History | Reduced | 13,150 | 4,218 | 0.53% | 0.45% | 1329 | -2 | -0.02% | Q1 2026 | May 13, 2026 |
| Financial Strategies Group, Inc. | History | Reduced | 11,956 | 4,214 | 0.7% | 0.74% | 1330 | -84 | -0.7% | Q1 2026 | May 08, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 13,138 | 4,214 | 1.2% | 1.22% | 1331 | +20 | 0.15% | Q1 2026 | Apr 23, 2026 |
| IF Advisors, LLC | History | Added to | 13,130 | 4,212 | 2.98% | 0.39% | 1332 | +11,699 | 817.54% | Q1 2026 | May 13, 2026 |
| LETSON INVESTMENT MANAGEMENT, INC. | History | No change | 13,125 | 4,210 | 1.62% | 1.61% | 1333 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 13,081 | 4,196 | 0.63% | 0.68% | 1334 | -52 | -0.4% | Q1 2026 | Apr 22, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 13,034 | 4,181 | 0.43% | 0.45% | 1335 | +181 | 1.41% | Q1 2026 | Apr 22, 2026 |
| Donalies Financial Planning, LLC | History | Reduced | 13,011 | 4,173 | 3.56% | 3.79% | 1336 | -262 | -1.97% | Q1 2026 | May 05, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 13,007 | 4,172 | 0.43% | 0.53% | 1337 | -1,746 | -11.83% | Q1 2026 | May 15, 2026 |
| WealthNavi Inc. | History | Added to | 12,935,073 | 4,149 | 35.96% | 36.72% | 1338 | +540,294 | 4.36% | Q1 2026 | Apr 21, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Reduced | 12,921 | 4,145 | 0.79% | 0.97% | 1339 | -1,323 | -9.29% | Q1 2026 | Apr 24, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 12,917 | 4,143 | 0.56% | 0.6% | 1340 | -82 | -0.63% | Q1 2026 | Apr 17, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 12,883 | 4,133 | 0.87% | 0.93% | 1341 | -251 | -1.91% | Q1 2026 | May 05, 2026 |
| Csenge Advisory Group | History | Reduced | 12,876 | 4,130 | 0.19% | 0.22% | 1342 | -1,874 | -12.71% | Q1 2026 | Apr 30, 2026 |
| Shepherd Street Advisors LLC | History | Added to | 12,868 | 4,128 | 4.07% | 4.02% | 1343 | +353 | 2.82% | Q1 2026 | Apr 21, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 12,290 | 4,120 | 0.87% | 0.87% | 1344 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pegasus Asset Management, Inc. | History | Reduced | 12,831 | 4,116 | 1.32% | 1.37% | 1345 | -419 | -3.16% | Q1 2026 | Apr 20, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 12,827 | 4,115 | 0.69% | 0.71% | 1347 | +228 | 1.81% | Q1 2026 | Apr 21, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 12,829 | 4,115 | 0.18% | 0.19% | 1346 | +212 | 1.68% | Q1 2026 | Apr 09, 2026 |
| National Wealth Management Group, LLC | History | Added to | 12,823 | 4,113 | 1.53% | 1.46% | 1348 | +283 | 2.26% | Q1 2026 | May 11, 2026 |
| Embree Financial Group | History | Reduced | 12,797 | 4,105 | 0.48% | 0.53% | 1349 | -206 | -1.58% | Q1 2026 | Apr 23, 2026 |
| Forza Wealth Management, LLC | History | Reduced | 12,777 | 4,098 | 1.43% | 1.57% | 1350 | -165 | -1.27% | Q1 2026 | Apr 30, 2026 |
| Everest Management Corp. | History | Reduced | 12,770 | 4,096 | 2.07% | 2.83% | 1352 | -2,363 | -15.61% | Q1 2026 | May 06, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 12,768 | 4,096 | 1.12% | 1.22% | 1351 | +181 | 1.44% | Q1 2026 | May 13, 2026 |
| Mattern Wealth Management LLC | History | No change | 12,737 | 4,086 | 0.8% | 0.82% | 1353 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 12,694 | 4,072 | 0.41% | 0.44% | 1354 | -400 | -3.05% | Q1 2026 | May 15, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 12,681 | 4,068 | 2.33% | 2.46% | 1355 | -325 | -2.5% | Q1 2026 | Apr 22, 2026 |
| 626 Financial, LLC | History | Reduced | 12,634 | 4,053 | 1.81% | 1.96% | 1356 | -948 | -6.98% | Q1 2026 | Apr 23, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 12,630 | 4,051 | 0.13% | 0.1% | 1357 | +4,729 | 59.85% | Q1 2026 | May 07, 2026 |
| Hamilton Wealth, LLC | History | Added to | 12,624 | 4,050 | 0.29% | 0.32% | 1358 | +7,577 | 150.13% | Q1 2026 | May 18, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 12,619 | 4,048 | 0.31% | 0.32% | 1359 | +227 | 1.83% | Q1 2026 | Apr 24, 2026 |
| Summit Global Investments | History | Reduced | 12,572 | 4,033 | 0.24% | 0.26% | 1360 | -451 | -3.46% | Q1 2026 | May 07, 2026 |
| Element Wealth, LLC | History | Reduced | 12,484 | 4,004 | 1.65% | 1.9% | 1361 | -1,239 | -9.03% | Q1 2026 | May 04, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 12,467 | 3,999 | 2.29% | 2.5% | 1362 | -490 | -3.78% | Q1 2026 | May 01, 2026 |
| Peak Retirement Planning, Inc. | History | Reduced | 12,461 | 3,997 | 0.8% | 1.34% | 1363 | -4,620 | -27.05% | Q1 2026 | May 11, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 11,411 | 3,996 | 0.26% | 0.24% | 1364 | +449 | 4.1% | Q1 2026 | May 12, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 12,433 | 3,988 | 0.86% | 0.92% | 1365 | -17 | -0.14% | Q1 2026 | May 06, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | No change | 12,380 | 3,971 | 0.94% | 0.96% | 1366 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 12,373 | 3,969 | 1.39% | 1.61% | 1367 | +83 | 0.68% | Q1 2026 | Apr 21, 2026 |
| Cascade Investment Advisors, Inc. | History | Added to | 12,354 | 3,963 | 2.35% | 2.27% | 1368 | +823 | 7.14% | Q1 2026 | Apr 13, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 12,344 | 3,960 | 0.03% | 0.06% | 1369 | -4,933 | -28.55% | Q1 2026 | May 14, 2026 |
| Altura Wealth Advisors Inc. | History | Added to | 12,305 | 3,947 | 1.72% | 1.75% | 1370 | +165 | 1.36% | Q1 2026 | May 12, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 12,301 | 3,946 | 0.5% | 0.52% | 1371 | -423 | -3.32% | Q1 2026 | Apr 13, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 11,768 | 3,945 | 1.16% | 1.16% | 1372 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 12,293 | 3,943 | 0.82% | 0.9% | 1373 | +158 | 1.3% | Q1 2026 | May 14, 2026 |
| Cadence Bank | History | No change | 11,735 | 3,934 | 0.23% | 0.23% | 1374 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Fiduciary Group, LLC | History | Added to | 12,250 | 3,929 | 0.34% | 0.33% | 1375 | +355 | 2.98% | Q1 2026 | May 11, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 12,240 | 3,926 | 0.21% | 0.26% | 1376 | -1,269 | -9.39% | Q1 2026 | May 11, 2026 |
| Everstar Asset Management, LLC | History | Added to | 12,240 | 3,926 | 2.09% | 2.02% | 1377 | +1,008 | 8.97% | Q1 2026 | Apr 16, 2026 |
| DiPaolo Financial Group, Inc. | History | Added to | 12,210 | 3,917 | 2.85% | 3.12% | 1378 | +3,457 | 39.5% | Q1 2026 | Apr 23, 2026 |
| Hendershot Investments Inc. | History | Added to | 12,198 | 3,913 | 0.53% | 0.52% | 1379 | +1 | 0.01% | Q1 2026 | Apr 27, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 12,195 | 3,912 | 0.63% | 0.9% | 1380 | -3,396 | -21.78% | Q1 2026 | Apr 29, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 12,191 | 3,911 | 0.02% | 0.03% | 1381 | -1,142 | -8.57% | Q1 2026 | May 15, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Added to | 12,190 | 3,910 | 2.24% | 2.51% | 1382 | +91 | 0.75% | Q1 2026 | Apr 23, 2026 |
| May Hill Capital, LLC | History | Added to | 12,161 | 3,901 | 0.98% | 0.95% | 1383 | +1,657 | 15.77% | Q1 2026 | May 06, 2026 |
| Tandem Investment Partners LLC | History | Reduced | 12,151 | 3,898 | 3.3% | 3.76% | 1384 | -1,166 | -8.76% | Q1 2026 | May 13, 2026 |
| Certified Advisory Corp | History | Reduced | 12,141 | 3,895 | 0.35% | 0.38% | 1385 | -151 | -1.23% | Q1 2026 | Apr 17, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 12,129 | 3,891 | 0.46% | 0.41% | 1386 | +1,214 | 11.12% | Q1 2026 | May 11, 2026 |
| DMKC Advisory Services, LLC | History | Added to | 12,088 | 3,878 | 1.62% | 1.72% | 1387 | +405 | 3.47% | Q1 2026 | May 01, 2026 |
| Sequent Planning LLC | History | Reduced | 12,070 | 3,872 | 0.94% | 1.08% | 1388 | -568 | -4.49% | Q1 2026 | Apr 21, 2026 |
| Kestra Investment Management, LLC | History | Added to | 11,992 | 3,847 | 0.07% | 0.02% | 1389 | +9,002 | 301.07% | Q1 2026 | May 11, 2026 |
| Heritage Financial Services, LLC | History | No change | 11,466 | 3,844 | 0.32% | 0.32% | 1390 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Royal Fund Management, LLC | History | Added to | 11,937 | 3,835 | 0.36% | 0.35% | 1391 | +373 | 3.23% | Q1 2026 | May 19, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 11,942 | 3,831 | 0.65% | 0.64% | 1392 | +725 | 6.46% | Q1 2026 | Apr 28, 2026 |
| Fairway Wealth LLC | History | Added to | 11,932 | 3,828 | 1.01% | 1.07% | 1393 | +56 | 0.47% | Q1 2026 | Apr 23, 2026 |
| R.H. Investment Group, LLC | History | Added to | 11,459 | 3,823 | 2.95% | 2.8% | 1394 | +1,498 | 15.04% | Q1 2026 | Apr 14, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 11,907 | 3,819 | 0.59% | 0.63% | 1395 | +28 | 0.24% | Q1 2026 | May 06, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 11,869 | 3,807 | 0.8% | 0.77% | 1396 | +145 | 1.24% | Q1 2026 | Apr 13, 2026 |
| Treasure Coast Financial Planning | History | Reduced | 11,814 | 3,789 | 1.95% | 2.2% | 1397 | -538 | -4.36% | Q1 2026 | May 11, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 11,801 | 3,785 | 1.78% | 1.79% | 1398 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NDVR, Inc. | History | No change | 11,290 | 3,785 | 3.14% | 3.14% | 1399 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Legacy Wealth Management, LLC / MS | History | Reduced | 11,760 | 3,772 | 1.08% | 1.09% | 1400 | -431 | -3.54% | Q1 2026 | Apr 10, 2026 |
| Hoese & Co LLP | History | Reduced | 11,729 | 3,762 | 2.79% | 2.81% | 1401 | -34 | -0.29% | Q1 2026 | Apr 22, 2026 |
| Turn8 Private Wealth Inc. | History | New | 11,708 | 3,756 | 2.35% | — | 1402 | +11,708 | New | Q1 2026 | Apr 27, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 11,700 | 3,753 | 1.44% | 1.52% | 1403 | -1 | -0.01% | Q1 2026 | May 05, 2026 |
| ORG Partners LLC | History | No change | 11,159 | 3,741 | 0.66% | 0.66% | 1404 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TRB Wealth Management, LLC | History | New | 11,657 | 3,739 | 0.53% | — | 1406 | +11,657 | New | Q1 2026 | May 14, 2026 |
| WNY Asset Management, LLC | History | New | 11,656 | 3,739 | 0.39% | — | 1405 | +11,656 | New | Q1 2026 | May 22, 2026 |
| American Wealth Advisors, LLC | History | Added to | 11,640 | 3,734 | 3.89% | 3.67% | 1407 | +501 | 4.5% | Q1 2026 | Apr 29, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 11,624 | 3,729 | 0.36% | 0.5% | 1408 | -5,204 | -30.92% | Q1 2026 | May 01, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 11,602 | 3,722 | 2.95% | 3.08% | 1409 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 11,575 | 3,713 | 0.48% | 0.83% | 1410 | -8,152 | -41.32% | Q1 2026 | May 05, 2026 |
| KWMG, LLC | History | Added to | 11,522 | 3,696 | 0.31% | 0.33% | 1411 | +28 | 0.24% | Q1 2026 | Apr 09, 2026 |
| FF Advisors,LLC | History | Reduced | 10,566 | 3,695 | 1.5% | 1.59% | 1412 | -93 | -0.87% | Q1 2026 | Apr 27, 2026 |
| LongView Wealth Management | History | Added to | 10,775 | 3,691 | 0.93% | 0.81% | 1413 | +971 | 9.9% | Q1 2026 | Apr 15, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 11,465 | 3,678 | 0.25% | 0.25% | 1414 | -56 | -0.49% | Q1 2026 | May 05, 2026 |
| HC Advisors, LLC | History | Added to | 11,426 | 3,665 | 2.45% | 2.65% | 1415 | +10 | 0.09% | Q1 2026 | May 05, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 11,420 | 3,663 | 1.22% | 1.3% | 1416 | +350 | 3.16% | Q1 2026 | May 11, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 11,416 | 3,662 | 1.67% | 1.73% | 1417 | +62 | 0.55% | Q1 2026 | Apr 22, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Reduced | 11,379 | 3,650 | 2.76% | 2.94% | 1419 | -123 | -1.07% | Q1 2026 | May 15, 2026 |
| Davis Capital Management | History | Reduced | 11,379 | 3,650 | 2.47% | 2.64% | 1418 | -55 | -0.48% | Q1 2026 | Apr 16, 2026 |
| Strategic Advisors LLC | History | Added to | 11,367 | 3,646 | 0.61% | 0.56% | 1420 | +753 | 7.09% | Q1 2026 | May 14, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 11,344 | 3,639 | 0.26% | 0.07% | 1421 | +9,796 | 632.82% | Q1 2026 | May 15, 2026 |
| Valley Financial Group, Inc. | History | Added to | 11,341 | 3,638 | 1.96% | 1.91% | 1422 | +1,198 | 11.81% | Q1 2026 | May 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 11,326 | 3,633 | 0.09% | 0.11% | 1423 | -783 | -6.47% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 11,279 | 3,618 | 1.07% | 1.1% | 1424 | +122 | 1.09% | Q1 2026 | Apr 22, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 11,268 | 3,614 | 0.11% | 0.1% | 1425 | +1,873 | 19.94% | Q1 2026 | May 11, 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | History | No change | 11,260 | 3,612 | 0.5% | 0.49% | 1426 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 11,250 | 3,609 | 0.56% | 0.67% | 1428 | -1,024 | -8.34% | Q1 2026 | May 07, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 11,250 | 3,609 | 0.57% | 0.62% | 1427 | -533 | -4.52% | Q1 2026 | May 15, 2026 |
| Nicholson Wealth Management Group, LLC | History | No change | 11,239 | 3,605 | 2.1% | 2.21% | 1429 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 11,232 | 3,603 | 0.78% | 0.81% | 1430 | +53 | 0.47% | Q1 2026 | May 12, 2026 |
| Ascent Group, LLC | History | Added to | 11,223 | 3,600 | 0.12% | 0.13% | 1431 | +67 | 0.6% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | Added to | 11,208 | 3,595 | 0.3% | 0.29% | 1432 | +572 | 5.38% | Q1 2026 | May 01, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 10,470 | 3,591 | 0.24% | 0.24% | 1433 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Peirce Capital Management, LLC | History | Reduced | 11,192 | 3,590 | 1.4% | 1.53% | 1434 | -298 | -2.59% | Q1 2026 | Apr 20, 2026 |
| First National Advisers, LLC | History | Reduced | 11,189 | 3,589 | 0.53% | 0.89% | 1435 | -8,023 | -41.76% | Q1 2026 | May 08, 2026 |
| ALM First Financial Advisors, LLC | History | No change | 14,000 | 3,588 | 0.64% | 0.74% | 1436 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Exchange Bank | History | Added to | 11,145 | 3,575 | 2.48% | 2.47% | 1437 | +498 | 4.68% | Q1 2026 | Apr 08, 2026 |
| BLB&B Advisors, LLC | History | Added to | 11,129 | 3,570 | 0.15% | 0.15% | 1438 | +236 | 2.17% | Q1 2026 | Apr 28, 2026 |
| JNBA Financial Advisors | History | Reduced | 11,103 | 3,562 | 0.3% | 0.33% | 1439 | -184 | -1.63% | Q1 2026 | Apr 22, 2026 |
| Clayton Financial Group LLC | History | Added to | 11,102 | 3,561 | 1.83% | 1.89% | 1440 | +46 | 0.42% | Q1 2026 | Apr 13, 2026 |
| Palisade Asset Management, LLC | History | Added to | 11,094 | 3,559 | 0.36% | 0.36% | 1441 | +3 | 0.03% | Q1 2026 | Apr 14, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 11,081 | 3,554 | 0.25% | 0.12% | 1442 | +6,138 | 124.18% | Q1 2026 | May 14, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 11,051 | 3,545 | 0.4% | 0.47% | 1443 | -898 | -7.52% | Q1 2026 | Apr 07, 2026 |
| Midwestern Financial, LLC /IA | History | Reduced | 11,039 | 3,541 | 2.79% | 3.64% | 1444 | -2,079 | -15.85% | Q1 2026 | May 05, 2026 |
| Centric Wealth Management | History | Added to | 9,988 | 3,535 | 0.71% | 0.62% | 1446 | +1,365 | 15.83% | Q1 2026 | May 12, 2026 |
| Lumbard & Kellner, LLC | History | No change | 11,020 | 3,535 | 1.23% | 1.29% | 1445 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Oxford Wealth Group, LLC | History | Reduced | 11,011 | 3,532 | 1.93% | 2.04% | 1447 | -1,509 | -12.05% | Q1 2026 | May 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 10,979 | 3,522 | 0.1% | 0.15% | 1448 | -6,317 | -36.52% | Q1 2026 | Apr 13, 2026 |
| Security National Bank | History | Added to | 10,943 | 3,510 | 0.51% | 0.52% | 1449 | +112 | 1.03% | Q1 2026 | Apr 16, 2026 |
| Lantern Wealth Advisors, LLC | History | Reduced | 10,886 | 3,492 | 1.79% | 1.96% | 1450 | -141 | -1.28% | Q1 2026 | May 13, 2026 |
| Aurelius Family Office LLC | History | Reduced | 10,881 | 3,490 | 1.52% | 1.59% | 1452 | -35 | -0.32% | Q1 2026 | Apr 08, 2026 |
| Renasant Bank | History | No change | 10,881 | 3,490 | 2.47% | 2.47% | 1451 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 10,841 | 3,477 | 1.11% | 1.08% | 1453 | +447 | 4.3% | Q1 2026 | Apr 21, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 10,829 | 3,474 | 1.87% | 1.9% | 1454 | -57 | -0.52% | Q1 2026 | May 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 10,786 | 3,460 | 0.46% | 0.5% | 1455 | +98 | 0.92% | Q1 2026 | Apr 28, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 10,783 | 3,459 | 0.41% | 0.4% | 1456 | +426 | 4.11% | Q1 2026 | May 06, 2026 |
| Financial Symmetry Inc | History | Reduced | 9,764 | 3,458 | 1.23% | 1.34% | 1457 | -7 | -0.07% | Q1 2026 | May 11, 2026 |
| Bison Wealth, LLC | History | Added to | 9,472 | 3,454 | 0.33% | 0.22% | 1458 | +3,347 | 54.64% | Q1 2026 | May 15, 2026 |
| Private Advisory Group LLC | History | Added to | 10,759 | 3,451 | 0.23% | 0.2% | 1459 | +3,311 | 44.45% | Q1 2026 | May 08, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 10,745 | 3,447 | 0.25% | 0.25% | 1460 | -157 | -1.44% | Q1 2026 | Apr 10, 2026 |
| Frankly Finances, LLC | History | Added to | 10,723 | 3,440 | 3.11% | 2.95% | 1461 | +1,430 | 15.39% | Q1 2026 | Apr 29, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 10,986 | 3,439 | 0.34% | 0.37% | 1462 | -390 | -3.43% | Q1 2026 | May 12, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 10,704 | 3,433 | 0.11% | 0.12% | 1463 | -532 | -4.73% | Q1 2026 | May 15, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 10,692 | 3,430 | 0.42% | 0.45% | 1464 | +27 | 0.25% | Q1 2026 | Apr 27, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 10,648 | 3,416 | 0.15% | 0.16% | 1465 | -88 | -0.82% | Q1 2026 | May 05, 2026 |
| Grove Bank & Trust | History | Reduced | 10,643 | 3,414 | 0.39% | 0.41% | 1466 | -124 | -1.15% | Q1 2026 | Apr 08, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 9,605 | 3,412 | 2.19% | 2.22% | 1467 | +120 | 1.27% | Q1 2026 | May 06, 2026 |
| CNB Bank | History | Added to | 10,632 | 3,410 | 1.43% | 1.14% | 1468 | +2,325 | 27.99% | Q1 2026 | May 06, 2026 |
| Barton Investment Management | History | Reduced | 10,617 | 3,406 | 0.43% | 0.39% | 1469 | -135 | -1.26% | Q1 2026 | Apr 20, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 10,605 | 3,402 | 1.35% | 1.45% | 1470 | -31 | -0.29% | Q1 2026 | May 01, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 10,597 | 3,399 | 1.53% | 1.52% | 1471 | +19 | 0.18% | Q1 2026 | May 13, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 10,585 | 3,395 | 0.94% | 0.94% | 1472 | +29 | 0.27% | Q1 2026 | May 12, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 10,574 | 3,392 | 1.46% | 1.53% | 1473 | -98 | -0.92% | Q1 2026 | Apr 20, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 10,571 | 3,391 | 1.13% | 1.26% | 1474 | +273 | 2.65% | Q1 2026 | May 12, 2026 |
| Flatrock Wealth Partners LLC | History | New | 10,569 | 3,390 | 1.53% | — | 1475 | +10,569 | New | Q1 2026 | Apr 29, 2026 |
| OUTFITTERS FINANCIAL LLC | History | Added to | 10,459 | 3,355 | 2.6% | 2.72% | 1476 | +140 | 1.36% | Q1 2026 | Apr 21, 2026 |
| Gradient Investments LLC | History | Added to | 10,443 | 3,350 | 0.05% | 0.05% | 1477 | +671 | 6.87% | Q1 2026 | Apr 13, 2026 |
| Waterloo Capital, L.P. | History | Added to | 10,436 | 3,347 | 0.23% | 0.25% | 1478 | +153 | 1.49% | Q1 2026 | May 12, 2026 |
| Miller Investment Management, LP | History | Reduced | 10,429 | 3,345 | 0.33% | 0.36% | 1479 | -475 | -4.36% | Q1 2026 | May 08, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Added to | 10,429 | 3,345 | 1.16% | 1.13% | 1480 | +392 | 3.91% | Q1 2026 | Apr 23, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 10,412 | 3,340 | 0.29% | 0.58% | 1481 | -9,834 | -48.57% | Q1 2026 | Apr 07, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 10,414 | 3,340 | 0.83% | 1.02% | 1482 | -659 | -5.95% | Q1 2026 | Apr 29, 2026 |
| RM Financial Services, LLC | History | Added to | 10,408 | 3,338 | 2.88% | 2.81% | 1483 | +973 | 10.31% | Q1 2026 | May 14, 2026 |
| Piedmont Capital Management, LLC | History | Added to | 10,270 | 3,335 | 1.7% | 1.74% | 1484 | +99 | 0.97% | Q1 2026 | May 15, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 10,395 | 3,334 | 0.09% | 0.1% | 1485 | -439 | -4.05% | Q1 2026 | May 04, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Reduced | 10,389 | 3,332 | 0.59% | 0.76% | 1486 | -55 | -0.53% | Q1 2026 | Apr 28, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | No change | 9,895 | 3,317 | 3.62% | 3.62% | 1487 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| XML Financial, LLC | History | Added to | 10,329 | 3,313 | 0.27% | 0.2% | 1488 | +3,045 | 41.8% | Q1 2026 | Apr 16, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 10,275 | 3,296 | 0.05% | 0.06% | 1489 | +14 | 0.14% | Q1 2026 | Apr 27, 2026 |
| ALERUS FINANCIAL NA | History | No change | 10,263 | 3,292 | 0.16% | 0.17% | 1490 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 10,239 | 3,284 | 0.75% | 0.76% | 1491 | +275 | 2.76% | Q1 2026 | May 14, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 10,239 | 3,284 | 1.29% | 1.38% | 1492 | -27 | -0.26% | Q1 2026 | May 11, 2026 |
| Arcus Capital Partners, LLC | History | Added to | 10,224 | 3,279 | 1.18% | 1.23% | 1493 | +10 | 0.1% | Q1 2026 | May 06, 2026 |
| Compass Planning Associates Inc | History | Reduced | 10,212 | 3,276 | 2.1% | 2.4% | 1494 | -141 | -1.36% | Q1 2026 | Apr 21, 2026 |
| Bare Financial Services, Inc | History | Reduced | 10,193 | 3,270 | 0.86% | 0.99% | 1495 | -435 | -4.09% | Q1 2026 | May 14, 2026 |
| AMES NATIONAL CORP | History | Reduced | 10,169 | 3,261 | 1.96% | 2.01% | 1496 | -61 | -0.6% | Q1 2026 | May 12, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 10,100 | 3,240 | 0.53% | 0.55% | 1497 | -28 | -0.28% | Q1 2026 | Apr 22, 2026 |
| Fairman Group, LLC | History | Added to | 10,095 | 3,238 | 2.77% | 2.6% | 1499 | +406 | 4.19% | Q1 2026 | Apr 23, 2026 |
| Lakewood Asset Management LLC | History | Added to | 10,095 | 3,238 | 2.07% | 1.98% | 1498 | +19 | 0.19% | Q1 2026 | Apr 22, 2026 |
| Lee Financial Co | History | Added to | 10,069 | 3,230 | 0.46% | 0.45% | 1500 | +32 | 0.32% | Q1 2026 | Apr 13, 2026 |
| BancFirst Trust & Investment Management | History | Reduced | 10,363 | 3,229 | 1.43% | 1.53% | 1501 | -590 | -5.39% | Q1 2026 | Apr 01, 2026 |
| Investment Advisory Services Group LLC | History | Added to | 10,031 | 3,218 | 2.8% | 2.76% | 1502 | +737 | 7.93% | Q1 2026 | Apr 28, 2026 |
| Tandem Wealth Advisors LLC | History | Reduced | 10,026 | 3,216 | 1.43% | 1.89% | 1503 | -2,558 | -20.33% | Q1 2026 | May 06, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 9,996 | 3,206 | 0.74% | 0.79% | 1504 | -8 | -0.08% | Q1 2026 | May 06, 2026 |
| DAGCO, INC. | History | No change | 9,994 | 3,206 | 0.69% | 0.77% | 1505 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 9,978 | 3,201 | 0.45% | 0.84% | 1506 | +740 | 8.01% | Q1 2026 | May 12, 2026 |
| NOVEM GROUP | History | Reduced | 9,947 | 3,191 | 0.37% | 0.39% | 1507 | -168 | -1.66% | Q1 2026 | Apr 10, 2026 |
| New Republic Capital, LLC | History | Reduced | 9,945 | 3,190 | 1.08% | 0.91% | 1508 | -273 | -2.67% | Q1 2026 | May 01, 2026 |
| HTG Investment Advisors, Inc. | History | Reduced | 9,912 | 3,179 | 0.9% | 1.03% | 1509 | -103 | -1.03% | Q1 2026 | Apr 27, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 9,900 | 3,176 | 0.0% | 0.0% | 1510 | +1,700 | 20.73% | Q1 2026 | Apr 30, 2026 |
| Heritage Family Offices, LLP | History | Added to | 9,891 | 3,173 | 1.41% | 1.08% | 1511 | +2,830 | 40.08% | Q1 2026 | Apr 08, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | No change | 9,879 | 3,169 | 0.46% | 0.47% | 1512 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Tower Wealth Partners, Inc. | History | Added to | 9,807 | 3,146 | 1.74% | 1.8% | 1513 | +59 | 0.61% | Q1 2026 | May 08, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Added to | 9,778 | 3,136 | 1.4% | 0.96% | 1515 | +2,218 | 29.34% | Q1 2026 | May 08, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 9,778 | 3,136 | 1.03% | 1.18% | 1514 | -129 | -1.3% | Q1 2026 | May 14, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 9,754 | 3,129 | 0.73% | 0.77% | 1516 | +321 | 3.4% | Q1 2026 | Apr 24, 2026 |
| Aspire Growth Partners LLC | History | Added to | 9,723 | 3,119 | 2.14% | 2.24% | 1517 | +113 | 1.18% | Q1 2026 | Apr 17, 2026 |
| Covestor Ltd | History | Added to | 9,715 | 3,117 | 2.16% | 1.64% | 1518 | +359 | 3.84% | Q1 2026 | May 05, 2026 |
| NVWM, LLC | History | Reduced | 9,697 | 3,110 | 0.69% | 0.76% | 1519 | -714 | -6.86% | Q1 2026 | Apr 27, 2026 |
| Meredith Wealth Planning | History | Added to | 9,697 | 3,110 | 0.84% | 0.97% | 1520 | +1 | 0.01% | Q1 2026 | Apr 27, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 9,691 | 3,109 | 1.91% | 2.23% | 1521 | -127 | -1.29% | Q1 2026 | May 05, 2026 |
| Stone Summit Wealth LLC | History | Added to | 9,688 | 3,108 | 0.86% | 0.88% | 1522 | +44 | 0.46% | Q1 2026 | Apr 22, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 9,682 | 3,105 | 0.26% | 0.24% | 1523 | +1,035 | 11.97% | Q1 2026 | Apr 20, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Added to | 9,656 | 3,098 | 0.56% | 0.58% | 1524 | +70 | 0.73% | Q1 2026 | May 01, 2026 |
| Avalon Trust Co | History | Reduced | 9,647 | 3,094 | 0.21% | 0.22% | 1525 | -325 | -3.26% | Q1 2026 | May 06, 2026 |
| Rathbones Group PLC | History | Reduced | 9,628 | 3,088 | 0.01% | 0.01% | 1526 | -325 | -3.27% | Q1 2026 | May 12, 2026 |
| Brio Consultants, LLC | History | Added to | 8,651 | 3,088 | 0.38% | 0.37% | 1527 | +113 | 1.32% | Q1 2026 | May 06, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 9,620 | 3,086 | 0.05% | 0.05% | 1528 | -1,359 | -12.38% | Q1 2026 | May 12, 2026 |
| Visionary Wealth Advisors | History | Reduced | 9,609 | 3,082 | 0.14% | 0.15% | 1529 | -29 | -0.3% | Q1 2026 | May 13, 2026 |
| Marotta Asset Management | History | Reduced | 9,461 | 3,058 | 0.56% | 0.61% | 1530 | -367 | -3.73% | Q1 2026 | Apr 27, 2026 |
| Falcon Wealth Planning | History | Added to | 9,520 | 3,053 | 0.21% | 0.26% | 1531 | +368 | 4.02% | Q1 2026 | Apr 20, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Reduced | 9,507 | 3,049 | 0.39% | 0.4% | 1532 | -35 | -0.37% | Q1 2026 | Apr 08, 2026 |
| Sellwood Investment Partners LLC | History | Reduced | 9,502 | 3,048 | 1.2% | 1.59% | 1533 | -2,628 | -21.67% | Q1 2026 | Apr 23, 2026 |
| Centurion Wealth Management LLC | History | Added to | 9,491 | 3,044 | 0.69% | 0.67% | 1534 | +306 | 3.33% | Q1 2026 | Apr 10, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 9,451 | 3,032 | 0.22% | 0.18% | 1535 | +2,142 | 29.31% | Q1 2026 | May 06, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Reduced | 9,444 | 3,029 | 0.96% | 1.02% | 1536 | -326 | -3.34% | Q1 2026 | Apr 17, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 9,408 | 3,018 | 0.91% | 0.86% | 1537 | +30 | 0.32% | Q1 2026 | Apr 15, 2026 |
| S&T BANK/PA | History | No change | 9,397 | 3,014 | 1.13% | 1.0% | 1538 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TriaGen Wealth Management LLC | History | Reduced | 9,387 | 3,011 | 0.82% | 0.82% | 1539 | -48 | -0.51% | Q1 2026 | Apr 29, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 9,384 | 3,010 | 0.41% | 0.42% | 1540 | +986 | 11.74% | Q1 2026 | May 08, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 9,380 | 3,009 | 0.2% | 0.19% | 1541 | +337 | 3.73% | Q1 2026 | Apr 27, 2026 |
| Clarus Wealth Advisors | History | Added to | 9,213 | 2,998 | 1.28% | 1.28% | 1542 | +160 | 1.77% | Q1 2026 | Apr 08, 2026 |
| MATAURO, LLC | History | Reduced | 9,338 | 2,995 | 0.43% | 0.53% | 1543 | -1,210 | -11.47% | Q1 2026 | Apr 22, 2026 |
| Ledyard National Bank | History | Reduced | 9,331 | 2,993 | 0.26% | 0.28% | 1544 | -469 | -4.79% | Q1 2026 | Apr 24, 2026 |
| Sound Stewardship, LLC | History | Reduced | 9,294 | 2,981 | 1.37% | 1.5% | 1545 | -60 | -0.64% | Q1 2026 | Apr 10, 2026 |
| Rossmore Private Capital | History | Added to | 9,291 | 2,980 | 0.26% | 0.21% | 1546 | +2,167 | 30.42% | Q1 2026 | May 01, 2026 |
| Sulzberger Capital Advisors, Inc. | History | Reduced | 9,250 | 2,967 | 3.03% | 3.15% | 1547 | -49 | -0.53% | Q1 2026 | Apr 10, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 9,234 | 2,962 | 0.08% | 0.08% | 1548 | +377 | 4.26% | Q1 2026 | Apr 16, 2026 |
| Inspire Advisors, LLC | History | Reduced | 9,231 | 2,961 | 0.24% | 0.32% | 1549 | -1,252 | -11.94% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 9,211 | 2,954 | 0.1% | 0.1% | 1550 | +99 | 1.09% | Q1 2026 | May 07, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 9,191 | 2,948 | 0.07% | 0.06% | 1552 | +531 | 6.13% | Q1 2026 | May 13, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 9,191 | 2,948 | 0.19% | 0.2% | 1551 | -28 | -0.3% | Q1 2026 | May 07, 2026 |
| SwitchPoint Financial Planning, LLC | History | Added to | 9,177 | 2,944 | 2.0% | 2.04% | 1553 | +494 | 5.69% | Q1 2026 | Apr 29, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 9,158 | 2,938 | 1.27% | 1.41% | 1555 | -544 | -5.61% | Q1 2026 | May 01, 2026 |
| Manchester Capital Management LLC | History | Reduced | 9,160 | 2,938 | 0.42% | 0.42% | 1554 | -66 | -0.72% | Q1 2026 | May 11, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 9,132 | 2,929 | 0.6% | 0.68% | 1556 | -36 | -0.39% | Q1 2026 | May 12, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 9,102 | 2,920 | 2.22% | 2.24% | 1557 | -46 | -0.5% | Q1 2026 | Apr 30, 2026 |
| Timmons Wealth Management, LLC | History | Added to | 9,097 | 2,918 | 2.77% | 2.95% | 1558 | +160 | 1.79% | Q1 2026 | May 11, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Reduced | 9,068 | 2,909 | 0.97% | 1.0% | 1559 | -11 | -0.12% | Q1 2026 | May 08, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 9,067 | 2,908 | 0.08% | 0.1% | 1560 | -1,374 | -13.16% | Q1 2026 | Apr 23, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 9,036 | 2,898 | 1.0% | 1.04% | 1561 | +391 | 4.52% | Q1 2026 | Apr 23, 2026 |
| Jordan Park Group LLC | History | No change | 9,025 | 2,895 | 0.15% | 0.18% | 1562 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SkyOak Wealth, LLC | History | Added to | 9,021 | 2,894 | 0.53% | 0.54% | 1563 | +94 | 1.05% | Q1 2026 | Apr 30, 2026 |
| ATLas Financial Planning LLC | History | Reduced | 9,013 | 2,891 | 2.59% | 3.04% | 1564 | -241 | -2.6% | Q1 2026 | Apr 27, 2026 |
| Members Trust Co | History | No change | 9,010 | 2,890 | 0.1% | 0.1% | 1565 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Tillman Hartley LLC | History | No change | 26,806 | 2,889 | 0.73% | 0.73% | 1566 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WPWealth LLP | History | Added to | 8,996 | 2,885 | 0.44% | 0.46% | 1567 | +321 | 3.7% | Q1 2026 | May 11, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 8,992 | 2,884 | 1.06% | 1.08% | 1568 | -224 | -2.43% | Q1 2026 | May 15, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 8,967 | 2,876 | 0.33% | 0.34% | 1569 | -57 | -0.63% | Q1 2026 | May 01, 2026 |
| May Barnhard Investments LLC | History | Reduced | 8,958 | 2,873 | 1.39% | 1.43% | 1570 | -60 | -0.67% | Q1 2026 | May 13, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 8,566 | 2,870 | 0.35% | 0.36% | 1571 | +236 | 2.83% | Q1 2026 | Apr 22, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 8,928 | 2,864 | 0.04% | 0.04% | 1573 | +1,975 | 28.41% | Q1 2026 | May 11, 2026 |
| Fee-Only Financial Planning, L.C. | History | Reduced | 8,928 | 2,864 | 1.73% | 1.79% | 1572 | -223 | -2.44% | Q1 2026 | Apr 28, 2026 |
| Adirondack Capital Advisors, LLC | History | Reduced | 8,899 | 2,854 | 1.83% | 2.04% | 1575 | -167 | -1.84% | Q1 2026 | Apr 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 8,895 | 2,854 | 0.04% | 0.04% | 1574 | +143 | 1.63% | Q1 2026 | May 01, 2026 |
| Financial Insights, Inc. | History | Added to | 8,870 | 2,845 | 0.92% | 0.93% | 1576 | +618 | 7.49% | Q1 2026 | May 18, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 8,867 | 2,844 | 0.65% | 0.68% | 1577 | -1 | -0.01% | Q1 2026 | Apr 28, 2026 |
| BANK OF STOCKTON | History | Added to | 8,850 | 2,839 | 0.88% | 0.71% | 1578 | +1,474 | 19.98% | Q1 2026 | Apr 29, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 8,816 | 2,828 | 0.37% | 0.39% | 1579 | +93 | 1.07% | Q1 2026 | Apr 21, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 8,806 | 2,825 | 1.17% | 0.12% | 1580 | +7,924 | 898.41% | Q1 2026 | Apr 15, 2026 |
| MAD RIVER INVESTORS | History | Reduced | 8,800 | 2,823 | 1.02% | 1.85% | 1581 | -3,322 | -27.4% | Q1 2026 | Apr 23, 2026 |
| Dash Acquisitions Inc. | History | Added to | 8,063 | 2,823 | 0.59% | 0.57% | 1582 | +2 | 0.02% | Q1 2026 | May 08, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 8,767 | 2,812 | 0.55% | 0.57% | 1583 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| J. L. Bainbridge & Co., Inc. | History | Reduced | 8,755 | 2,808 | 0.25% | 0.24% | 1584 | -295 | -3.26% | Q1 2026 | Apr 22, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 8,751 | 2,807 | 0.15% | 0.26% | 1585 | -4,089 | -31.85% | Q1 2026 | May 14, 2026 |
| ICONIQ Capital, LLC | History | No change | 8,741 | 2,804 | 0.06% | 0.04% | 1586 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EagleClaw Capital Managment, LLC | History | Added to | 8,732 | 2,801 | 0.39% | 0.41% | 1587 | +300 | 3.56% | Q1 2026 | May 08, 2026 |
| Innova Wealth Partners | History | Added to | 8,705 | 2,792 | 1.32% | 1.41% | 1588 | +374 | 4.49% | Q1 2026 | Apr 24, 2026 |
| Trifecta Capital Advisors, LLC | History | Reduced | 8,701 | 2,791 | 0.43% | 0.43% | 1589 | -62 | -0.71% | Q1 2026 | May 01, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 7,918 | 2,789 | 0.46% | 0.02% | 1590 | +7,556 | 2087.29% | Q1 2026 | May 08, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 8,305 | 2,784 | 0.1% | 0.1% | 1591 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 8,110 | 2,778 | 0.16% | 0.16% | 1592 | +6 | 0.07% | Q1 2026 | Apr 20, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 8,655 | 2,776 | 0.58% | 0.66% | 1593 | -128 | -1.46% | Q1 2026 | Apr 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 8,646 | 2,773 | 0.08% | 0.07% | 1594 | +160 | 1.89% | Q1 2026 | Apr 21, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 8,627 | 2,767 | 1.02% | 0.95% | 1595 | +960 | 12.52% | Q1 2026 | Apr 17, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 8,627 | 2,767 | 2.43% | 2.58% | 1596 | -32 | -0.37% | Q1 2026 | May 04, 2026 |
| Strategic Financial Services, Inc. | History | No change | 8,598 | 2,758 | 0.13% | 0.14% | 1597 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 8,586 | 2,754 | 0.34% | 0.4% | 1598 | +18 | 0.21% | Q1 2026 | Apr 16, 2026 |
| Greenfield Savings Bank | History | Added to | 8,581 | 2,752 | 1.17% | 1.19% | 1599 | +148 | 1.76% | Q1 2026 | Apr 16, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 8,544 | 2,741 | 0.44% | 0.47% | 1600 | +780 | 10.05% | Q1 2026 | Apr 30, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 8,506 | 2,728 | 1.07% | 1.06% | 1601 | +503 | 6.29% | Q1 2026 | May 04, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 8,497 | 2,726 | 0.2% | 0.21% | 1603 | +629 | 7.99% | Q1 2026 | May 13, 2026 |
| McAdam, LLC | History | Added to | 8,498 | 2,726 | 0.12% | 0.13% | 1602 | +136 | 1.63% | Q1 2026 | May 08, 2026 |
| Daviman Financial, LLC | History | Reduced | 8,492 | 2,724 | 1.61% | 1.72% | 1604 | -254 | -2.9% | Q1 2026 | Apr 23, 2026 |
| RESOLUTE CAPITAL, LLC | History | Reduced | 8,487 | 2,722 | 1.1% | 1.19% | 1605 | -10 | -0.12% | Q1 2026 | May 12, 2026 |
| Baldwin Investment Management, LLC | History | Added to | 8,480 | 2,720 | 0.32% | 0.29% | 1606 | +843 | 11.04% | Q1 2026 | May 12, 2026 |
| Simmons Bank | History | Reduced | 8,452 | 2,711 | 0.18% | 0.19% | 1607 | -177 | -2.05% | Q1 2026 | Apr 23, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 8,449 | 2,710 | 0.97% | 0.51% | 1608 | +4,193 | 98.52% | Q1 2026 | Apr 23, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 8,449 | 2,710 | 0.69% | 0.72% | 1609 | +805 | 10.53% | Q1 2026 | Apr 06, 2026 |
| Sepio Capital, LP | History | Added to | 8,444 | 2,708 | 0.15% | 0.13% | 1610 | +1,450 | 20.73% | Q1 2026 | May 13, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 8,075 | 2,707 | 0.74% | 0.74% | 1611 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 8,429 | 2,704 | 0.59% | 0.62% | 1612 | +24 | 0.29% | Q1 2026 | May 11, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 8,408 | 2,697 | 0.54% | 0.64% | 1613 | -503 | -5.64% | Q1 2026 | May 01, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 8,387 | 2,690 | 0.16% | 0.28% | 1614 | -5,808 | -40.92% | Q1 2026 | Apr 30, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Reduced | 8,379 | 2,688 | 1.47% | 1.4% | 1615 | -231 | -2.68% | Q1 2026 | Apr 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 8,360 | 2,681 | 0.43% | 0.39% | 1616 | -268 | -3.11% | Q1 2026 | May 15, 2026 |
| Hegarty Advisors, LLC | History | Reduced | 8,337 | 2,674 | 2.11% | 2.43% | 1617 | -20 | -0.24% | Q1 2026 | Apr 30, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 8,332 | 2,672 | 1.48% | 1.69% | 1618 | +284 | 3.53% | Q1 2026 | Apr 16, 2026 |
| TFB Advisors LLC | History | Reduced | 8,326 | 2,671 | 1.4% | 1.61% | 1619 | -8,864 | -51.56% | Q1 2026 | Apr 20, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 8,324 | 2,670 | 0.29% | 0.29% | 1620 | +290 | 3.61% | Q1 2026 | May 12, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 8,295 | 2,660 | 0.75% | 0.59% | 1621 | +2,397 | 40.64% | Q1 2026 | Apr 22, 2026 |
| Henson-Edgewater Management, LLC | History | Reduced | 8,284 | 2,657 | 1.69% | 1.72% | 1622 | -424 | -4.87% | Q1 2026 | Apr 30, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 8,276 | 2,655 | 1.22% | 1.41% | 1623 | +8 | 0.1% | Q1 2026 | Apr 16, 2026 |
| Eaton Financial Holdings Company, LLC | History | Added to | 8,262 | 2,650 | 0.87% | 0.66% | 1624 | +943 | 12.88% | Q1 2026 | Apr 15, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 8,257 | 2,648 | 0.89% | 0.9% | 1625 | +93 | 1.14% | Q1 2026 | Apr 03, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 8,243 | 2,644 | 0.43% | 0.46% | 1626 | -104 | -1.25% | Q1 2026 | Apr 07, 2026 |
| Ketron Financial | History | Reduced | 8,221 | 2,637 | 0.94% | 0.92% | 1627 | -59 | -0.71% | Q1 2026 | Apr 21, 2026 |
| MYECFO, LLC | History | Added to | 8,156 | 2,616 | 1.09% | 0.89% | 1628 | +1,914 | 30.66% | Q1 2026 | Apr 07, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 8,150 | 2,614 | 0.2% | 0.22% | 1630 | -441 | -5.13% | Q1 2026 | May 13, 2026 |
| FIDUCIARY COUNSELLING INC | History | Reduced | 8,149 | 2,614 | 7.27% | 7.6% | 1629 | -389 | -4.56% | Q1 2026 | May 05, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 8,107 | 2,600 | 0.12% | 0.12% | 1631 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SFMG, LLC | History | Reduced | 8,099 | 2,598 | 0.18% | 0.19% | 1632 | -280 | -3.34% | Q1 2026 | May 12, 2026 |
| Integrity Wealth Partners, LLC | History | New | 8,094 | 2,596 | 2.34% | — | 1633 | +8,094 | New | Q1 2026 | Apr 27, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 8,091 | 2,595 | 1.7% | 1.85% | 1634 | +65 | 0.81% | Q1 2026 | Apr 23, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 8,086 | 2,594 | 1.68% | 2.43% | 1635 | -3,172 | -28.18% | Q1 2026 | Apr 24, 2026 |
| Yoffe Investment Management, LLC | History | No change | 8,078 | 2,591 | 3.32% | 3.46% | 1636 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Intellectus Partners, LLC | History | Added to | 8,069 | 2,588 | 0.53% | 0.46% | 1637 | +915 | 12.79% | Q1 2026 | Apr 10, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 8,034 | 2,577 | 0.32% | 0.51% | 1638 | +10 | 0.12% | Q1 2026 | May 18, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 7,719 | 2,575 | 0.49% | 0.16% | 1639 | +5,241 | 211.5% | Q1 2026 | Apr 09, 2026 |
| 71 West Capital Partners | History | No change | 8,011 | 2,570 | 0.11% | 0.12% | 1640 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 8,006 | 2,568 | 0.65% | 0.66% | 1641 | +1,348 | 20.25% | Q1 2026 | May 08, 2026 |
| SeaBridge Investment Advisors LLC | History | Reduced | 8,002 | 2,567 | 0.43% | 0.44% | 1642 | -22 | -0.27% | Q1 2026 | Apr 28, 2026 |
| Bath Savings Trust Co | History | Added to | 7,997 | 2,565 | 0.27% | 0.25% | 1643 | +645 | 8.77% | Q1 2026 | Apr 07, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 7,995 | 2,564 | 1.39% | 1.32% | 1644 | +1,103 | 16.0% | Q1 2026 | May 14, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 7,992 | 2,563 | 1.32% | 1.4% | 1645 | -4 | -0.05% | Q1 2026 | Apr 10, 2026 |
| Caitlin John, LLC | History | Reduced | 7,976 | 2,559 | 1.53% | 2.15% | 1647 | -1,832 | -18.68% | Q1 2026 | May 13, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 7,978 | 2,559 | 0.17% | 0.16% | 1646 | +1,229 | 18.21% | Q1 2026 | May 12, 2026 |
| Wealth Management Strategies, Inc. | History | Reduced | 7,970 | 2,556 | 1.16% | 1.23% | 1648 | -22 | -0.28% | Q1 2026 | May 11, 2026 |
| Tacita Capital Inc | History | Reduced | 7,959 | 2,553 | 1.51% | 1.59% | 1650 | -245 | -2.99% | Q1 2026 | May 07, 2026 |
| Monument Capital Management | History | Added to | 7,961 | 2,553 | 0.64% | 0.66% | 1649 | +37 | 0.47% | Q1 2026 | Apr 15, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 7,952 | 2,551 | 2.26% | 2.28% | 1651 | +384 | 5.07% | Q1 2026 | May 15, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 7,949 | 2,550 | 0.97% | 1.01% | 1652 | -317 | -3.83% | Q1 2026 | May 11, 2026 |
| GatePass Capital, LLC | History | Added to | 7,950 | 2,550 | 1.19% | 1.32% | 1653 | +291 | 3.8% | Q1 2026 | May 06, 2026 |
| CMG Global Holdings, LLC | History | Reduced | 7,946 | 2,549 | 1.21% | 1.23% | 1654 | -274 | -3.33% | Q1 2026 | May 01, 2026 |
| Wealth Group Ltd | History | Added to | 7,930 | 2,544 | 0.58% | 0.58% | 1656 | +157 | 2.02% | Q1 2026 | Apr 10, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 7,931 | 2,544 | 0.27% | 0.28% | 1655 | -34 | -0.43% | Q1 2026 | May 04, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 7,883 | 2,529 | 0.14% | 0.16% | 1657 | -303 | -3.7% | Q1 2026 | Apr 30, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 7,843 | 2,516 | 0.2% | 0.19% | 1658 | +684 | 9.55% | Q1 2026 | Apr 09, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 7,831 | 2,512 | 0.69% | 0.71% | 1659 | +468 | 6.36% | Q1 2026 | May 05, 2026 |
| NCM Capital Management, LLC | History | Reduced | 7,825 | 2,510 | 0.9% | 0.97% | 1660 | -5 | -0.06% | Q1 2026 | May 15, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 7,817 | 2,507 | 0.59% | 0.62% | 1661 | +201 | 2.64% | Q1 2026 | Apr 17, 2026 |
| Walleye Trading LLC | History | Reduced | 7,800 | 2,502 | 0.0% | 0.01% | 1662 | -6,300 | -44.68% | Q1 2026 | May 08, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Reduced | 7,794 | 2,500 | 0.61% | 0.63% | 1663 | -1 | -0.01% | Q1 2026 | May 12, 2026 |
| Coquina Private Wealth LLC | History | Added to | 7,778 | 2,495 | 2.01% | 1.49% | 1664 | +2,222 | 39.99% | Q1 2026 | May 05, 2026 |
| Orca Investment Management, LLC | History | Reduced | 7,762 | 2,490 | 2.12% | 2.09% | 1665 | -162 | -2.04% | Q1 2026 | Apr 23, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 7,760 | 2,489 | 0.18% | 0.18% | 1666 | +184 | 2.43% | Q1 2026 | May 15, 2026 |
| LifeGoal Investments, LLC | History | Added to | 7,690 | 2,485 | 1.42% | 1.72% | 1667 | +8 | 0.1% | Q1 2026 | Apr 14, 2026 |
| Diesslin Group, Inc. | History | Added to | 7,732 | 2,480 | 1.12% | 0.9% | 1668 | +945 | 13.92% | Q1 2026 | Apr 21, 2026 |
| Nabity-Jensen Investment Management Inc | History | Added to | 7,724 | 2,478 | 1.72% | 1.74% | 1669 | +52 | 0.68% | Q1 2026 | Apr 21, 2026 |
| Winch Advisory Services, LLC | History | Added to | 7,724 | 2,477 | 0.57% | 0.55% | 1671 | +279 | 3.75% | Q1 2026 | Apr 30, 2026 |
| L. Roy Papp & Associates, LLP | History | Reduced | 7,724 | 2,477 | 0.29% | 0.3% | 1670 | -270 | -3.38% | Q1 2026 | Apr 14, 2026 |
| Good Harbor Advisors, Inc. | History | Reduced | 7,719 | 2,476 | 2.7% | 3.08% | 1672 | -171 | -2.17% | Q1 2026 | May 05, 2026 |
| Holland Advisory Services, Inc. | History | Reduced | 7,686 | 2,465 | 3.3% | 3.49% | 1673 | -27 | -0.35% | Q1 2026 | Apr 07, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 7,649 | 2,454 | 0.67% | 0.81% | 1674 | +2,037 | 36.3% | Q1 2026 | Apr 08, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 7,643 | 2,452 | 0.59% | 0.6% | 1675 | +279 | 3.79% | Q1 2026 | Apr 20, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 7,623 | 2,445 | 0.76% | 0.77% | 1676 | -49 | -0.64% | Q1 2026 | Apr 17, 2026 |
| MSH Capital Advisors LLC | History | Added to | 7,614 | 2,442 | 0.52% | 0.16% | 1677 | +5,395 | 243.13% | Q1 2026 | May 08, 2026 |
| Plum Street Advisors, LLC | History | Added to | 7,604 | 2,439 | 0.84% | 0.89% | 1678 | +184 | 2.48% | Q1 2026 | May 14, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 7,564 | 2,426 | 0.23% | 0.23% | 1679 | +303 | 4.17% | Q1 2026 | Apr 10, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | Added to | 7,549 | 2,421 | 0.63% | 0.64% | 1680 | +222 | 3.03% | Q1 2026 | May 05, 2026 |
| Colter Lewis Investment Partners LLC | History | Added to | 7,540 | 2,419 | 2.28% | 2.3% | 1681 | +1,599 | 26.91% | Q1 2026 | May 15, 2026 |
| COFG Advisors, LLC | History | Added to | 7,532 | 2,416 | 0.6% | 0.57% | 1682 | +696 | 10.18% | Q1 2026 | May 11, 2026 |
| Whelan Financial | History | Added to | 7,530 | 2,415 | 0.75% | 0.73% | 1683 | +605 | 8.74% | Q1 2026 | Apr 24, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 7,525 | 2,414 | 0.0% | 0.0% | 1684 | +55 | 0.74% | Q1 2026 | May 11, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 6,646 | 2,411 | 1.06% | 1.02% | 1685 | +208 | 3.23% | Q1 2026 | May 11, 2026 |
| Five Oceans Advisors | History | No change | 7,495 | 2,404 | 0.87% | 0.89% | 1686 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 7,489 | 2,402 | 1.8% | 1.87% | 1687 | +167 | 2.28% | Q1 2026 | Apr 16, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 7,472 | 2,397 | 0.27% | 0.14% | 1688 | +3,661 | 96.06% | Q1 2026 | Apr 16, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 7,474 | 2,397 | 0.33% | 0.34% | 1689 | +65 | 0.88% | Q1 2026 | Apr 22, 2026 |
| London & Capital Asset Management Ltd | History | Reduced | 7,461 | 2,394 | 0.03% | 0.04% | 1690 | -2,956 | -28.38% | Q1 2026 | May 15, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | Reduced | 7,453 | 2,390 | 0.98% | 1.05% | 1691 | -106 | -1.4% | Q1 2026 | Apr 27, 2026 |
| Empire Financial Management Company, LLC | History | Reduced | 7,423 | 2,381 | 0.54% | 0.56% | 1692 | -244 | -3.18% | Q1 2026 | May 15, 2026 |
| Main Street Group, LTD | History | Reduced | 7,421 | 2,380 | 0.7% | 0.87% | 1693 | -82 | -1.09% | Q1 2026 | May 06, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 7,404 | 2,375 | 2.9% | 2.76% | 1694 | -261 | -3.41% | Q1 2026 | May 05, 2026 |
| True Wealth Design, LLC | History | Reduced | 7,399 | 2,373 | 0.66% | 1.44% | 1695 | -7,267 | -49.55% | Q1 2026 | Apr 13, 2026 |
| Aznar Financial Advisors, LLC | History | No change | 7,078 | 2,373 | 2.28% | 2.28% | 1696 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Oxbow Advisors, LLC | History | Reduced | 7,376 | 2,366 | 0.2% | 0.23% | 1697 | -254 | -3.33% | Q1 2026 | Apr 27, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 7,357 | 2,360 | 0.27% | 0.21% | 1698 | +2,014 | 37.69% | Q1 2026 | May 06, 2026 |
| McHugh Group, LLC | History | Added to | 7,357 | 2,360 | 1.4% | 1.16% | 1699 | +1,254 | 20.55% | Q1 2026 | Apr 17, 2026 |
| Kropog Financial Group, LLC | History | Reduced | 7,354 | 2,359 | 1.92% | 1.94% | 1700 | -118 | -1.58% | Q1 2026 | Apr 24, 2026 |
| SFM, LLC | History | Reduced | 7,348 | 2,357 | 1.42% | 1.52% | 1701 | -389 | -5.03% | Q1 2026 | Apr 08, 2026 |
| GREENBERG FINANCIAL GROUP | History | No change | 7,016 | 2,352 | 0.97% | 0.97% | 1702 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | No change | 7,325 | 2,349 | 1.58% | 1.73% | 1703 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 7,318 | 2,347 | 1.37% | 1.4% | 1704 | -83 | -1.12% | Q1 2026 | May 14, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 7,308 | 2,344 | 0.29% | 0.38% | 1705 | -1,946 | -21.03% | Q1 2026 | Apr 16, 2026 |
| LPWM LLC | History | Added to | 7,284 | 2,336 | 0.59% | 0.59% | 1706 | +293 | 4.19% | Q1 2026 | Apr 08, 2026 |
| S.E.E.D. Planning Group LLC | History | Added to | 7,275 | 2,333 | 0.68% | 0.67% | 1707 | +298 | 4.27% | Q1 2026 | Apr 23, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 7,264 | 2,330 | 0.3% | 0.32% | 1708 | +62 | 0.86% | Q1 2026 | Apr 28, 2026 |
| Gemmer Asset Management LLC | History | Added to | 7,259 | 2,328 | 0.18% | 0.19% | 1709 | +8 | 0.11% | Q1 2026 | Apr 22, 2026 |
| Financial Plan, Inc. | History | Reduced | 7,212 | 2,313 | 0.25% | 0.29% | 1710 | -216 | -2.91% | Q1 2026 | Apr 24, 2026 |
| HCR Wealth Advisors | History | Added to | 7,209 | 2,312 | 0.24% | 0.24% | 1711 | +47 | 0.66% | Q1 2026 | Apr 21, 2026 |
| Destination Wealth Management | History | Reduced | 7,203 | 2,310 | 0.06% | 0.06% | 1712 | -1 | -0.01% | Q1 2026 | May 15, 2026 |
| BlueSky Wealth Advisors, LLC | History | Added to | 7,194 | 2,307 | 0.3% | 0.28% | 1713 | +965 | 15.49% | Q1 2026 | Apr 16, 2026 |
| Xena Financial Planning, LLC | History | Reduced | 7,194 | 2,307 | 2.6% | 3.04% | 1714 | -522 | -6.77% | Q1 2026 | Apr 14, 2026 |
| United Financial Planning Group LLC | History | Added to | 7,186 | 2,305 | 1.36% | 1.37% | 1715 | +453 | 6.73% | Q1 2026 | May 08, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 7,164 | 2,298 | 0.02% | 0.02% | 1716 | -11 | -0.15% | Q1 2026 | May 14, 2026 |
| Seed Wealth Management, Inc. | History | No change | 7,165 | 2,298 | 1.58% | 1.66% | 1717 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Chemistry Wealth Management LLC | History | Added to | 7,118 | 2,283 | 0.4% | 0.43% | 1718 | +239 | 3.47% | Q1 2026 | Apr 09, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 7,102 | 2,279 | 0.01% | 0.01% | 1719 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 7,104 | 2,279 | 0.77% | 0.85% | 1720 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Keeler Thomas Management LLC | History | Added to | 7,101 | 2,277 | 0.96% | 0.45% | 1721 | +4,304 | 153.88% | Q1 2026 | May 11, 2026 |
| Sun Group Wealth Partners | History | Added to | 7,073 | 2,269 | 1.78% | 1.87% | 1722 | +121 | 1.74% | Q1 2026 | May 06, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Added to | 7,052 | 2,262 | 0.03% | 0.03% | 1723 | +470 | 7.14% | Q1 2026 | May 08, 2026 |
| HFG Advisors, Inc. | History | Reduced | 7,050 | 2,261 | 1.59% | 1.76% | 1724 | -211 | -2.91% | Q1 2026 | May 08, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 6,436 | 2,260 | 1.35% | 1.18% | 1725 | +919 | 16.66% | Q1 2026 | Apr 23, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 7,032 | 2,255 | 0.39% | 0.4% | 1726 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Beaumont Asset Management, L.L.C. | History | Reduced | 7,002 | 2,246 | 1.01% | 1.19% | 1728 | -86 | -1.21% | Q1 2026 | Apr 21, 2026 |
| FLC Capital Advisors | History | No change | 7,003 | 2,246 | 0.4% | 0.43% | 1727 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Reduced | 7,001 | 2,245 | 1.35% | 1.52% | 1729 | -190 | -2.64% | Q1 2026 | May 05, 2026 |
| Latitude Advisors, LLC | History | Added to | 6,982 | 2,239 | 1.03% | 1.02% | 1730 | +46 | 0.66% | Q1 2026 | Apr 27, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 6,977 | 2,238 | 0.27% | 0.29% | 1731 | +53 | 0.77% | Q1 2026 | May 06, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 6,970 | 2,236 | 0.41% | 0.42% | 1732 | +329 | 4.95% | Q1 2026 | Apr 17, 2026 |
| Austin Private Wealth, LLC | History | No change | 6,655 | 2,231 | 0.17% | 0.17% | 1733 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 6,943 | 2,227 | 0.67% | 0.7% | 1735 | -19 | -0.27% | Q1 2026 | May 20, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 6,941 | 2,227 | 1.58% | 1.59% | 1734 | +8 | 0.12% | Q1 2026 | May 08, 2026 |
| Triumph Capital Management | History | Added to | 6,930 | 2,223 | 0.45% | 0.5% | 1736 | +45 | 0.65% | Q1 2026 | May 13, 2026 |
| RDA Financial Network | History | Added to | 6,920 | 2,220 | 0.56% | 0.56% | 1737 | +12 | 0.17% | Q1 2026 | Apr 08, 2026 |
| Accent Capital Management, LLC | History | Added to | 6,902 | 2,214 | 1.07% | 0.96% | 1738 | +217 | 3.25% | Q1 2026 | May 11, 2026 |
| BOS Asset Management, LLC | History | Reduced | 6,896 | 2,212 | 0.56% | 0.83% | 1739 | -2,359 | -25.49% | Q1 2026 | Apr 08, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 6,878 | 2,206 | 0.79% | 0.86% | 1740 | -362 | -5.0% | Q1 2026 | Apr 14, 2026 |
| Robinhood Asset Management, LLC | History | Added to | 6,839 | 2,194 | 0.16% | 0.16% | 1741 | +868 | 14.54% | Q1 2026 | Apr 13, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 6,837 | 2,193 | 0.47% | 0.5% | 1742 | -300 | -4.2% | Q1 2026 | May 08, 2026 |
| American Investment Services, Inc. | History | Reduced | 6,833 | 2,192 | 0.49% | 0.53% | 1743 | -18 | -0.26% | Q1 2026 | May 13, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 6,812 | 2,185 | 0.13% | 0.14% | 1744 | +155 | 2.33% | Q1 2026 | Apr 23, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 6,800 | 2,181 | 0.0% | 0.0% | 1745 | -2,980 | -30.47% | Q1 2026 | May 11, 2026 |
| Essex Bank | History | Reduced | 6,793 | 2,179 | 0.48% | 0.51% | 1746 | -160 | -2.3% | Q1 2026 | Apr 17, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 6,790 | 2,178 | 0.24% | 0.25% | 1747 | +137 | 2.06% | Q1 2026 | May 14, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 6,780 | 2,175 | 0.31% | 0.32% | 1748 | -3 | -0.04% | Q1 2026 | May 07, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 6,760 | 2,168 | 0.91% | 1.02% | 1749 | -180 | -2.59% | Q1 2026 | May 11, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | No change | 6,734 | 2,160 | 2.35% | 2.89% | 1750 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NWK Group, Inc. | History | No change | 6,711 | 2,152 | 0.83% | 0.78% | 1751 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 6,140 | 2,150 | 0.08% | 0.08% | 1752 | +428 | 7.49% | Q1 2026 | Apr 24, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 6,698 | 2,148 | 0.15% | 0.15% | 1753 | -559 | -7.7% | Q1 2026 | May 21, 2026 |
| Daner Wealth Management, LLC | History | Added to | 5,920 | 2,147 | 1.26% | 1.14% | 1754 | +472 | 8.66% | Q1 2026 | May 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 6,682 | 2,144 | 0.1% | 0.1% | 1755 | +207 | 3.2% | Q1 2026 | May 18, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 6,682 | 2,143 | 0.19% | 0.31% | 1756 | -8,934 | -57.21% | Q1 2026 | May 14, 2026 |
| RS CRUM INC. | History | Added to | 6,668 | 2,139 | 0.41% | 0.45% | 1757 | +1 | 0.01% | Q1 2026 | Apr 15, 2026 |
| TritonPoint Partners, LLC | History | Reduced | 6,654 | 2,134 | 0.79% | 1.3% | 1758 | -600 | -8.27% | Q1 2026 | Apr 28, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 6,628 | 2,126 | 0.85% | 0.81% | 1759 | +609 | 10.12% | Q1 2026 | Apr 29, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 6,619 | 2,123 | 0.05% | 0.05% | 1760 | +502 | 8.21% | Q1 2026 | Apr 07, 2026 |
| Secure Asset Management, LLC | History | Reduced | 6,599 | 2,117 | 0.34% | 0.37% | 1761 | -499 | -7.03% | Q1 2026 | Apr 09, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 6,584 | 2,112 | 0.55% | 0.6% | 1762 | -285 | -4.15% | Q1 2026 | Apr 10, 2026 |
| TFC Financial Management, Inc. | History | Added to | 6,580 | 2,110 | 0.26% | 0.25% | 1763 | +688 | 11.68% | Q1 2026 | Apr 23, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 6,580 | 2,110 | 0.22% | 0.26% | 1764 | -508 | -7.17% | Q1 2026 | Apr 30, 2026 |
| Intellus Advisors LLC | History | Reduced | 6,576 | 2,109 | 0.29% | 0.31% | 1765 | -457 | -6.5% | Q1 2026 | May 07, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Reduced | 6,568 | 2,107 | 0.16% | 0.18% | 1766 | -734 | -10.05% | Q1 2026 | Apr 28, 2026 |
| Lee-Kelleher Wealth Management | History | Reduced | 6,567 | 2,106 | 1.25% | 1.55% | 1767 | -1,199 | -15.44% | Q1 2026 | Apr 14, 2026 |
| HBE Wealth Management, LLC | History | Added to | 6,551 | 2,101 | 1.83% | 1.63% | 1768 | +1,388 | 26.88% | Q1 2026 | Apr 28, 2026 |
| Providence Capital Advisors, LLC | History | Added to | 6,547 | 2,100 | 0.34% | 0.25% | 1769 | +2,061 | 45.94% | Q1 2026 | May 14, 2026 |
| Pacifica Partners Inc. | History | Reduced | 6,545 | 2,099 | 0.7% | 1.04% | 1770 | -423 | -6.07% | Q1 2026 | Apr 09, 2026 |
| Allegheny Financial Group | History | Reduced | 6,528 | 2,094 | 0.28% | 0.33% | 1771 | -88 | -1.33% | Q1 2026 | Apr 16, 2026 |
| Strategent Financial, LLC | History | Added to | 6,523 | 2,092 | 1.42% | 1.22% | 1772 | +749 | 12.97% | Q1 2026 | Apr 20, 2026 |
| Perkins Coie Trust Co | History | No change | 6,516 | 2,090 | 0.4% | 0.41% | 1773 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| DV Trading LLC | History | Added to | 6,503 | 2,086 | 0.05% | 0.01% | 1774 | +5,943 | 1061.25% | Q1 2026 | May 15, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 6,483 | 2,079 | 2.48% | 1.89% | 1775 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sensible Money, LLC | History | Reduced | 6,465 | 2,074 | 0.63% | 0.75% | 1776 | -524 | -7.5% | Q1 2026 | Apr 21, 2026 |
| Marble Wealth, LLC | History | Reduced | 6,456 | 2,071 | 0.36% | 0.3% | 1777 | -28 | -0.43% | Q1 2026 | May 14, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 6,449 | 2,068 | 0.12% | 0.12% | 1778 | -94 | -1.44% | Q1 2026 | Apr 23, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 6,445 | 2,067 | 0.51% | 0.64% | 1779 | -1,483 | -18.71% | Q1 2026 | May 14, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 6,434 | 2,064 | 0.42% | 0.78% | 1780 | -6,324 | -49.57% | Q1 2026 | Apr 08, 2026 |
| Clarendon Private LLC | History | Reduced | 6,424 | 2,061 | 1.58% | 2.81% | 1781 | -3,453 | -34.96% | Q1 2026 | May 11, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Reduced | 6,421 | 2,059 | 1.17% | 1.35% | 1782 | -9 | -0.14% | Q1 2026 | Apr 16, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 6,414 | 2,057 | 0.31% | 0.32% | 1783 | +19 | 0.3% | Q1 2026 | Apr 15, 2026 |
| Vawter Financial, Ltd. | History | Added to | 6,401 | 2,053 | 0.86% | 0.9% | 1784 | +31 | 0.49% | Q1 2026 | May 15, 2026 |
| Kassira Wealth Management LLC | History | Reduced | 6,399 | 2,052 | 1.88% | 2.14% | 1785 | -325 | -4.83% | Q1 2026 | Apr 30, 2026 |
| Richard C. Young & CO., LTD. | History | Added to | 6,393 | 2,051 | 0.17% | 0.16% | 1786 | +986 | 18.24% | Q1 2026 | May 07, 2026 |
| Sovran Advisors, LLC | History | Added to | 5,791 | 2,051 | 0.16% | 0.15% | 1787 | +720 | 14.2% | Q1 2026 | May 01, 2026 |
| ATX Financial Planning, LLC | History | Reduced | 6,394 | 2,051 | 1.56% | 1.7% | 1788 | -167 | -2.55% | Q1 2026 | Apr 30, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Reduced | 6,361 | 2,040 | 0.6% | 0.63% | 1789 | -117 | -1.81% | Q1 2026 | Apr 17, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | Reduced | 6,355 | 2,038 | 1.73% | 2.1% | 1790 | -1,727 | -21.37% | Q1 2026 | Apr 17, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 6,351 | 2,037 | 0.59% | 0.68% | 1791 | -363 | -5.41% | Q1 2026 | Apr 13, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 6,334 | 2,032 | 0.93% | 0.84% | 1792 | -803 | -11.25% | Q1 2026 | May 05, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Reduced | 6,324 | 2,028 | 1.49% | 1.67% | 1794 | -447 | -6.6% | Q1 2026 | Apr 22, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Reduced | 6,323 | 2,028 | 0.02% | 0.02% | 1793 | -404 | -6.01% | Q1 2026 | Apr 13, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 6,320 | 2,027 | 0.44% | 0.28% | 1795 | +2,505 | 65.66% | Q1 2026 | Apr 13, 2026 |
| Grandview Asset Management LLC | History | Reduced | 6,319 | 2,027 | 0.59% | 0.63% | 1796 | -576 | -8.35% | Q1 2026 | May 07, 2026 |
| United Advisor Group, LLC | History | Added to | 6,310 | 2,024 | 0.25% | 0.26% | 1797 | +191 | 3.12% | Q1 2026 | Apr 17, 2026 |
| IronBridge Private Wealth, LLC | History | Added to | 6,300 | 2,021 | 0.65% | 0.66% | 1798 | +51 | 0.82% | Q1 2026 | May 13, 2026 |
| Texas Yale Capital Corp. | History | No change | 6,287 | 2,016 | 0.06% | 0.06% | 1799 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 6,272 | 2,012 | 0.87% | 0.86% | 1800 | -47 | -0.74% | Q1 2026 | Apr 28, 2026 |
| Veratis Advisors, Inc. | History | No change | 5,976 | 2,011 | 1.59% | 1.59% | 1801 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 6,263 | 2,009 | 0.46% | 0.49% | 1802 | -30 | -0.48% | Q1 2026 | May 04, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 6,252 | 2,005 | 0.13% | 0.14% | 1803 | -150 | -2.34% | Q1 2026 | Apr 16, 2026 |
| Manhattan West Asset Management, LLC | History | Reduced | 6,232 | 1,999 | 0.39% | 0.45% | 1805 | -284 | -4.36% | Q1 2026 | May 14, 2026 |
| Aspiring Ventures, LLC | History | No change | 6,233 | 1,999 | 0.61% | 0.71% | 1804 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 6,229 | 1,998 | 0.13% | 0.14% | 1806 | -36 | -0.57% | Q1 2026 | May 12, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 6,208 | 1,991 | 0.4% | 0.37% | 1807 | -478 | -7.15% | Q1 2026 | Apr 22, 2026 |
| Old North State Wealth Management, LLC | History | Reduced | 6,205 | 1,991 | 0.92% | 1.02% | 1808 | -240 | -3.72% | Q1 2026 | Apr 17, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 6,188 | 1,985 | 0.02% | 0.01% | 1809 | +576 | 10.26% | Q1 2026 | May 14, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 6,189 | 1,985 | 0.24% | 0.25% | 1810 | +140 | 2.31% | Q1 2026 | Apr 10, 2026 |
| Goldstein Advisors, LLC | History | Added to | 6,166 | 1,977 | 0.22% | 0.23% | 1811 | +25 | 0.41% | Q1 2026 | Apr 28, 2026 |
| Asset Advisory Group, Inc. | History | Added to | 6,150 | 1,973 | 0.99% | 1.03% | 1812 | +3 | 0.05% | Q1 2026 | Apr 16, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | History | Reduced | 6,150 | 1,972 | 0.11% | 0.13% | 1813 | -777 | -11.22% | Q1 2026 | Apr 14, 2026 |
| Seal Cove Capital, LLC | History | No change | 6,138 | 1,969 | 1.73% | 1.92% | 1814 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 6,128 | 1,965 | 0.8% | 0.87% | 1815 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 6,116 | 1,962 | 0.06% | 0.06% | 1816 | -68 | -1.1% | Q1 2026 | Apr 29, 2026 |
| Stone Wealth Partners | History | Added to | 6,111 | 1,960 | 1.76% | 1.67% | 1817 | +509 | 9.09% | Q1 2026 | May 07, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 6,100 | 1,957 | 0.34% | 0.33% | 1818 | +300 | 5.17% | Q1 2026 | Apr 17, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 6,092 | 1,954 | 0.26% | 0.28% | 1819 | -590 | -8.83% | Q1 2026 | Apr 08, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | Added to | 6,084 | 1,951 | 1.17% | 0.34% | 1820 | +4,284 | 238.0% | Q1 2026 | May 01, 2026 |
| Cloud Capital Management, LLC | History | Added to | 6,088 | 1,946 | 0.85% | 0.83% | 1821 | +846 | 16.14% | Q1 2026 | May 12, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 6,066 | 1,945 | 0.03% | 0.05% | 1822 | -3,983 | -39.64% | Q1 2026 | May 13, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 6,061 | 1,944 | 0.29% | 0.29% | 1823 | +450 | 8.02% | Q1 2026 | Apr 21, 2026 |
| Park Edge Advisors, LLC | History | Added to | 6,027 | 1,933 | 0.45% | 0.45% | 1824 | +50 | 0.84% | Q1 2026 | Apr 20, 2026 |
| Bay Rivers Group | History | Reduced | 6,024 | 1,932 | 0.8% | 0.82% | 1825 | -5 | -0.08% | Q1 2026 | Apr 13, 2026 |
| Peregrine Asset Advisers, Inc. | History | Added to | 5,998 | 1,924 | 0.52% | 0.51% | 1826 | +563 | 10.36% | Q1 2026 | Apr 24, 2026 |
| Oldfather Financial Services, LLC | History | No change | 5,741 | 1,924 | 0.57% | 0.57% | 1827 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 153,056,541 | 1,922 | 0.07% | 5.23% | 1828 | +152,574,878 | 31676.69% | Q1 2026 | May 15, 2026 |
| Mason & Associates Inc | History | Added to | 6,155 | 1,918 | 0.37% | 0.37% | 1829 | +220 | 3.71% | Q1 2026 | Apr 30, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 5,972 | 1,915 | 1.24% | 1.31% | 1830 | -370 | -5.83% | Q1 2026 | Apr 15, 2026 |
| Winter & Associates, Inc. | History | Added to | 5,888 | 1,914 | 1.68% | 1.58% | 1833 | +775 | 15.16% | Q1 2026 | Apr 08, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 5,969 | 1,914 | 1.08% | 1.18% | 1831 | -333 | -5.28% | Q1 2026 | Apr 24, 2026 |
| Planning Project LLC | History | No change | 5,709 | 1,914 | 0.48% | 0.48% | 1832 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MBL Wealth, LLC | History | Reduced | 5,939 | 1,905 | 0.14% | 0.18% | 1835 | -650 | -9.86% | Q1 2026 | Apr 28, 2026 |
| Ipswich Investment Management Co., Inc. | History | No change | 5,941 | 1,905 | 0.45% | 0.46% | 1834 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| JGP Wealth Management, LLC | History | Added to | 5,933 | 1,903 | 0.2% | 0.19% | 1836 | +592 | 11.08% | Q1 2026 | Apr 08, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Added to | 5,930 | 1,902 | 1.1% | 0.91% | 1837 | +1,180 | 24.84% | Q1 2026 | Apr 29, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | Added to | 5,909 | 1,895 | 0.12% | 0.08% | 1838 | +1,330 | 29.05% | Q1 2026 | Apr 15, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 5,898 | 1,892 | 0.26% | 0.26% | 1839 | +241 | 4.26% | Q1 2026 | May 14, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 5,894 | 1,891 | 0.36% | 0.39% | 1840 | +2,989 | 102.89% | Q1 2026 | Apr 29, 2026 |
| Baron Financial Group, LLC | History | Reduced | 5,887 | 1,888 | 1.02% | 1.07% | 1841 | -72 | -1.21% | Q1 2026 | Apr 09, 2026 |
| Concentrum Wealth Management | History | Added to | 5,870 | 1,883 | 0.56% | 0.43% | 1842 | +1,274 | 27.72% | Q1 2026 | May 04, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 5,867 | 1,882 | 0.72% | 0.78% | 1843 | -368 | -5.9% | Q1 2026 | Apr 24, 2026 |
| Covenant Asset Management, LLC | History | Added to | 5,848 | 1,876 | 0.28% | 0.22% | 1844 | +183 | 3.23% | Q1 2026 | Apr 14, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 5,751 | 1,870 | 0.42% | 0.38% | 1845 | -1,896 | -24.79% | Q1 2026 | Apr 14, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 5,820 | 1,867 | 0.2% | 0.22% | 1847 | -182 | -3.03% | Q1 2026 | May 11, 2026 |
| MOR Wealth Management, LLC | History | Added to | 5,820 | 1,867 | 0.86% | 0.89% | 1846 | +16 | 0.28% | Q1 2026 | Apr 24, 2026 |
| Capital Investment Management, Inc. | History | Added to | 5,815 | 1,865 | 0.64% | 0.67% | 1848 | +95 | 1.66% | Q1 2026 | Apr 22, 2026 |
| Impact Capital Partners LLC | History | Added to | 5,812 | 1,864 | 0.56% | 0.55% | 1849 | +237 | 4.25% | Q1 2026 | Apr 10, 2026 |
| MB Generational Wealth, LLC | History | Reduced | 5,802 | 1,861 | 1.03% | 1.13% | 1850 | -565 | -8.87% | Q1 2026 | May 04, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 6,749 | 1,859 | 0.59% | 0.42% | 1851 | -61 | -0.9% | Q1 2026 | Apr 23, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | Reduced | 5,782 | 1,854 | 0.44% | 0.49% | 1853 | -660 | -10.25% | Q1 2026 | Apr 16, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Added to | 5,781 | 1,854 | 1.0% | 0.83% | 1854 | +123 | 2.17% | Q1 2026 | Apr 13, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 5,782 | 1,854 | 1.49% | 1.75% | 1852 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 5,768 | 1,850 | 1.07% | 1.17% | 1856 | -196 | -3.29% | Q1 2026 | Apr 21, 2026 |
| DAVIDSON TRUST CO | History | No change | 5,767 | 1,850 | 0.8% | 0.81% | 1855 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ETF Store, Inc. | History | Added to | 5,765 | 1,849 | 1.8% | 1.95% | 1857 | +72 | 1.26% | Q1 2026 | Apr 30, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 5,761 | 1,848 | 0.77% | 0.82% | 1858 | -149 | -2.52% | Q1 2026 | Apr 23, 2026 |
| OFS Enterprise LLC | History | New | 5,755 | 1,846 | 0.54% | — | 1859 | +5,755 | New | Q1 2026 | Apr 09, 2026 |
| Financial Connections Group, Inc. | History | Reduced | 5,745 | 1,843 | 0.64% | 0.68% | 1860 | -165 | -2.79% | Q1 2026 | May 01, 2026 |
| Holos Integrated Wealth LLC | History | Added to | 5,654 | 1,840 | 0.93% | — | 1861 | +5,652 | 282600.0% | Q1 2026 | Apr 08, 2026 |
| MFA Wealth Services | History | Added to | 5,732 | 1,838 | 1.22% | 1.27% | 1862 | +119 | 2.12% | Q1 2026 | Apr 21, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 5,707 | 1,830 | 0.0% | 0.0% | 1863 | -151 | -2.58% | Q1 2026 | May 11, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 5,700 | 1,828 | 0.12% | 0.13% | 1864 | -186 | -3.16% | Q1 2026 | Apr 10, 2026 |
| Pointe Capital Management LLC | History | Added to | 5,697 | 1,827 | 0.9% | 0.57% | 1865 | +2,242 | 64.89% | Q1 2026 | May 15, 2026 |
| BIRCHBROOK, INC. | History | No change | 5,647 | 1,811 | 0.89% | 0.94% | 1866 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Alliance Wealth Advisors, LLC | History | Reduced | 5,645 | 1,810 | 0.79% | 0.82% | 1867 | -16 | -0.28% | Q1 2026 | May 13, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 5,629 | 1,805 | 0.12% | 0.12% | 1868 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cornerstone Capital, Inc. | History | Reduced | 5,625 | 1,804 | 0.18% | 0.25% | 1869 | -1,963 | -25.87% | Q1 2026 | May 12, 2026 |
| Napier Financial, LLC | History | New | 5,614 | 1,801 | 0.41% | — | 1870 | +5,614 | New | Q1 2026 | May 05, 2026 |
| Essex LLC | History | Added to | 5,606 | 1,798 | 0.32% | 0.29% | 1871 | +729 | 14.95% | Q1 2026 | Apr 24, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 5,589 | 1,793 | 0.57% | 0.57% | 1872 | +143 | 2.63% | Q1 2026 | Apr 23, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 5,579 | 1,789 | 0.13% | 0.18% | 1873 | -1,919 | -25.59% | Q1 2026 | Apr 13, 2026 |
| Aspen Wealth Management LLC | History | Added to | 5,579 | 1,789 | 0.36% | 0.33% | 1874 | +909 | 19.46% | Q1 2026 | Apr 01, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 5,572 | 1,787 | 0.25% | 0.37% | 1875 | -2,276 | -29.0% | Q1 2026 | Apr 21, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 5,569 | 1,786 | 0.72% | 0.17% | 1876 | +4,328 | 348.75% | Q1 2026 | Apr 29, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 5,567 | 1,785 | 0.43% | 0.46% | 1877 | +502 | 9.91% | Q1 2026 | May 07, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 5,556 | 1,782 | 0.27% | 0.24% | 1878 | +744 | 15.46% | Q1 2026 | Apr 29, 2026 |
| Security Financial Services, INC. | History | No change | 5,302 | 1,777 | 0.28% | 0.28% | 1879 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 5,531 | 1,774 | 0.17% | 0.11% | 1880 | +1,827 | 49.33% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | Reduced | 5,529 | 1,773 | 0.08% | 0.09% | 1882 | -66 | -1.18% | Q1 2026 | Apr 06, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Reduced | 5,528 | 1,773 | 0.07% | 0.07% | 1881 | -47 | -0.84% | Q1 2026 | Apr 21, 2026 |
| Summit Asset Management, LLC | History | Added to | 5,522 | 1,771 | 0.25% | 0.22% | 1883 | +841 | 17.97% | Q1 2026 | May 08, 2026 |
| Wingate Wealth Advisors, Inc. | History | Reduced | 5,517 | 1,769 | 0.95% | 1.03% | 1884 | -11 | -0.2% | Q1 2026 | May 01, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 5,506 | 1,766 | 0.32% | 0.33% | 1885 | +271 | 5.18% | Q1 2026 | May 11, 2026 |
| Harbour Capital Advisors, LLC | History | Reduced | 5,026 | 1,765 | 0.34% | 0.35% | 1886 | -87 | -1.7% | Q1 2026 | Apr 29, 2026 |
| Rice Partnership, LLC | History | No change | 5,495 | 1,762 | 0.24% | 0.25% | 1887 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| EFG International AG | History | Reduced | 5,485 | 1,760 | 0.04% | 0.04% | 1888 | -29 | -0.53% | Q1 2026 | May 15, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 5,472 | 1,755 | 0.5% | 0.54% | 1889 | -154 | -2.74% | Q1 2026 | May 14, 2026 |
| Private Wealth Partners, LLC | History | Reduced | 5,462 | 1,752 | 0.13% | 0.2% | 1891 | -2,968 | -35.21% | Q1 2026 | Apr 28, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 5,463 | 1,752 | 0.39% | 0.4% | 1890 | +323 | 6.28% | Q1 2026 | Apr 21, 2026 |
| ODonnell Financial Services, LLC | History | No change | 5,462 | 1,752 | 0.6% | 0.63% | 1892 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 5,460 | 1,751 | 0.22% | 0.22% | 1893 | +382 | 7.52% | Q1 2026 | Apr 27, 2026 |
| FCA CORP /TX | History | Reduced | 5,456 | 1,750 | 0.49% | 0.57% | 1894 | -523 | -8.75% | Q1 2026 | May 14, 2026 |
| Fermata Advisors, LLC | History | Reduced | 5,451 | 1,748 | 0.39% | 0.57% | 1895 | -1,641 | -23.14% | Q1 2026 | Apr 08, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 5,443 | 1,746 | 0.23% | 0.23% | 1896 | +431 | 8.6% | Q1 2026 | May 11, 2026 |
| Realta Investment Advisors | History | Reduced | 5,412 | 1,736 | 0.6% | 0.63% | 1897 | -296 | -5.19% | Q1 2026 | Apr 22, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 5,409 | 1,735 | 0.08% | 0.08% | 1898 | +125 | 2.37% | Q1 2026 | Apr 09, 2026 |
| PARTHENON LLC | History | No change | 5,407 | 1,734 | 0.2% | 0.2% | 1899 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Powerhouse Assets LLC | History | Added to | 5,402 | 1,732 | 1.51% | 1.49% | 1900 | +339 | 6.7% | Q1 2026 | Apr 28, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 5,399 | 1,732 | 0.15% | 0.18% | 1901 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Magnus Financial Group LLC | History | Reduced | 5,390 | 1,729 | 0.14% | 0.17% | 1902 | -1,303 | -19.47% | Q1 2026 | Apr 10, 2026 |
| Concord Wealth Partners | History | Reduced | 5,391 | 1,729 | 0.22% | 0.24% | 1903 | -14 | -0.26% | Q1 2026 | May 01, 2026 |
| Fortis Capital Management LLC | History | Reduced | 5,381 | 1,726 | 0.18% | 0.24% | 1904 | -28 | -0.52% | Q1 2026 | May 11, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 5,375 | 1,724 | 0.25% | 0.23% | 1905 | +475 | 9.69% | Q1 2026 | Apr 20, 2026 |
| IFG Advisors, LLC | History | Added to | 5,366 | 1,721 | 0.28% | 0.29% | 1907 | +189 | 3.65% | Q1 2026 | Apr 09, 2026 |
| Heritage Wealth Advisors | History | Reduced | 5,367 | 1,721 | 0.07% | 0.07% | 1906 | -71 | -1.31% | Q1 2026 | May 13, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 5,356 | 1,718 | 0.12% | 0.12% | 1908 | +69 | 1.31% | Q1 2026 | Apr 29, 2026 |
| BDFS Capital LLC | History | Reduced | 5,347 | 1,715 | 0.83% | 0.91% | 1909 | -6 | -0.11% | Q1 2026 | Apr 15, 2026 |
| Vantage Financial Partners, LLC | History | No change | 5,108 | 1,712 | 0.35% | 0.35% | 1910 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| RFP Financial Group LLC | History | Reduced | 5,330 | 1,710 | 0.93% | 0.89% | 1911 | -200 | -3.62% | Q1 2026 | May 13, 2026 |
| Performance Wealth Partners, LLC | History | Added to | 5,326 | 1,708 | 0.05% | 0.04% | 1912 | +920 | 20.88% | Q1 2026 | Apr 10, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 5,297 | 1,699 | 0.4% | 0.42% | 1913 | -138 | -2.54% | Q1 2026 | May 08, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 5,294 | 1,698 | 0.07% | 0.05% | 1915 | +1,457 | 37.97% | Q1 2026 | May 01, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | Added to | 5,293 | 1,698 | 0.34% | 0.31% | 1914 | +474 | 9.84% | Q1 2026 | Apr 01, 2026 |
| True Vision MN LLC | History | Reduced | 5,293 | 1,698 | 0.88% | 0.93% | 1917 | -181 | -3.31% | Q1 2026 | Apr 16, 2026 |
| CONSCIOUS WEALTH INVESTMENTS, LLC | History | Reduced | 4,921 | 1,698 | 0.95% | 1.0% | 1916 | -58 | -1.16% | Q1 2026 | Apr 23, 2026 |
| Family Manage LLC | History | No change | 5,289 | 1,696 | 0.2% | 0.22% | 1918 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 5,278 | 1,693 | 0.1% | 0.11% | 1919 | +263 | 5.24% | Q1 2026 | Apr 13, 2026 |
| Objective Capital Management, LLC | History | No change | 5,272 | 1,691 | 1.71% | 1.8% | 1920 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Elgethun Capital Management | History | Added to | 5,270 | 1,690 | 0.28% | 0.14% | 1921 | +2,920 | 124.26% | Q1 2026 | May 14, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Reduced | 4,632 | 1,682 | 1.59% | 3.9% | 1922 | -4,247 | -47.83% | Q1 2026 | May 15, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 5,242 | 1,681 | 0.74% | 0.82% | 1923 | +18 | 0.34% | Q1 2026 | May 04, 2026 |
| SimpliFi, Inc. | History | Added to | 5,239 | 1,680 | 0.71% | 0.71% | 1924 | +262 | 5.26% | Q1 2026 | Apr 22, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 5,230 | 1,678 | 0.12% | 0.12% | 1925 | +4,680 | 850.91% | Q1 2026 | May 21, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 5,230 | 1,677 | 0.33% | 0.33% | 1927 | +132 | 2.59% | Q1 2026 | Apr 15, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 5,228 | 1,677 | 0.17% | 0.18% | 1926 | +3 | 0.06% | Q1 2026 | Apr 13, 2026 |
| AtlasMark Financial, Inc | History | No change | 5,000 | 1,676 | 1.08% | 1.08% | 1928 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Wealth Analytics Partners, LLC | History | Reduced | 5,221 | 1,675 | 0.68% | 0.7% | 1929 | -120 | -2.25% | Q1 2026 | May 15, 2026 |
| Base Wealth Management LLC | History | Reduced | 5,212 | 1,672 | 0.94% | 1.12% | 1932 | -1,017 | -16.33% | Q1 2026 | Apr 29, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 5,213 | 1,672 | 0.13% | 0.13% | 1930 | +124 | 2.44% | Q1 2026 | May 14, 2026 |
| BKM Wealth Management, LLC | History | Added to | 5,211 | 1,672 | 0.61% | 0.64% | 1931 | +13 | 0.25% | Q1 2026 | Apr 22, 2026 |
| Cypress Capital Group | History | Added to | 5,211 | 1,671 | 0.19% | 0.19% | 1933 | +155 | 3.07% | Q1 2026 | May 15, 2026 |
| Hurley Capital, LLC | History | Added to | 5,198 | 1,667 | 0.89% | 0.89% | 1934 | +458 | 9.66% | Q1 2026 | May 06, 2026 |
| SP Asset Management LLC | History | Reduced | 5,195 | 1,666 | 0.15% | 0.17% | 1935 | -1,393 | -21.14% | Q1 2026 | May 06, 2026 |
| ESL Trust Services, LLC | History | Added to | 5,193 | 1,665 | 0.32% | 0.28% | 1936 | +790 | 17.94% | Q1 2026 | May 07, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | New | 5,170 | 1,658 | 0.14% | — | 1938 | +5,170 | New | Q1 2026 | May 06, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 5,171 | 1,658 | 0.07% | 0.07% | 1937 | +26 | 0.51% | Q1 2026 | Apr 13, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 5,163 | 1,656 | 0.4% | 0.39% | 1939 | -23 | -0.44% | Q1 2026 | Apr 17, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 5,155 | 1,653 | 0.47% | 0.52% | 1940 | -2 | -0.04% | Q1 2026 | Apr 24, 2026 |
| Financial Council, LLC | History | Reduced | 5,152 | 1,652 | 0.64% | 0.72% | 1941 | -235 | -4.36% | Q1 2026 | Apr 21, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 4,914 | 1,647 | 0.98% | 0.98% | 1942 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| Harbor Group, Inc. | History | Added to | 5,117 | 1,641 | 0.24% | 0.15% | 1944 | +2,108 | 70.06% | Q1 2026 | Apr 10, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 5,116 | 1,641 | 0.41% | 0.49% | 1943 | -540 | -9.55% | Q1 2026 | May 07, 2026 |
| Tannin Capital LLC | History | Reduced | 5,118 | 1,641 | 1.19% | 1.6% | 1946 | -226 | -4.23% | Q1 2026 | May 12, 2026 |
| Ted Buchan & Co | History | No change | 5,116 | 1,641 | 0.6% | 0.63% | 1945 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| 1776 Wealth LLC | History | Reduced | 5,111 | 1,639 | 0.64% | 0.65% | 1947 | -6 | -0.12% | Q1 2026 | May 08, 2026 |
| Pacific Point Advisors, LLC | History | Added to | 5,101 | 1,636 | 0.86% | 0.17% | 1948 | +4,131 | 425.88% | Q1 2026 | May 04, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 5,099 | 1,635 | 0.45% | 0.49% | 1949 | -311 | -5.75% | Q1 2026 | Apr 27, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 5,086 | 1,631 | 0.97% | 0.91% | 1950 | +951 | 23.0% | Q1 2026 | May 12, 2026 |
| HWG Holdings LP | History | No change | 5,079 | 1,629 | 0.42% | 0.41% | 1951 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 5,057 | 1,622 | 0.07% | 0.06% | 1953 | +514 | 11.31% | Q1 2026 | May 14, 2026 |
| Solidarity Wealth, LLC | History | Added to | 5,056 | 1,622 | 0.31% | 0.32% | 1954 | +369 | 7.87% | Q1 2026 | Apr 29, 2026 |
| HOURGLASS CAPITAL, LLC | History | No change | 5,059 | 1,622 | 0.34% | 0.37% | 1952 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BCK Partners, Inc. | History | Reduced | 5,051 | 1,620 | 0.87% | 0.93% | 1955 | -75 | -1.46% | Q1 2026 | Apr 27, 2026 |
| Penobscot Investment Management Company, Inc. | History | Reduced | 5,046 | 1,618 | 0.13% | 0.14% | 1956 | -530 | -9.51% | Q1 2026 | Apr 29, 2026 |
| SageGuard Financial Group, LLC | History | Added to | 5,045 | 1,618 | 0.25% | 0.26% | 1957 | +95 | 1.92% | Q1 2026 | Apr 23, 2026 |
| LANE BROTHERS & CO INC | History | No change | 5,034 | 1,614 | 1.18% | 1.22% | 1958 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| IFC & Insurance Marketing, Inc. | History | Added to | 5,029 | 1,613 | 1.68% | 0.75% | 1959 | +2,775 | 123.11% | Q1 2026 | Apr 16, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | Added to | 5,024 | 1,612 | 0.96% | 0.82% | 1960 | +1 | 0.02% | Q1 2026 | Apr 08, 2026 |
| Claris Financial LLC | History | No change | 5,019 | 1,610 | 0.88% | 0.89% | 1961 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Added to | 5,009 | 1,606 | 0.76% | 0.76% | 1963 | +34 | 0.68% | Q1 2026 | May 08, 2026 |
| Brick & Kyle, Associates | History | No change | 4,790 | 1,606 | 0.57% | 0.57% | 1962 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 4,968 | 1,605 | 0.08% | 0.15% | 1964 | -4,274 | -46.25% | Q1 2026 | Apr 27, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 5,003 | 1,605 | 1.19% | 0.94% | 1965 | +1,093 | 27.95% | Q1 2026 | Apr 17, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 4,573 | 1,604 | 0.51% | 0.45% | 1966 | +733 | 19.09% | Q1 2026 | May 12, 2026 |
| AF Advisors, Inc. | History | Reduced | 4,997 | 1,603 | 0.89% | 0.66% | 1967 | -153 | -2.97% | Q1 2026 | May 01, 2026 |
| SmartHarvest Portfolios, LLC | History | Added to | 4,997 | 1,602 | 0.67% | 0.55% | 1969 | +304 | 6.48% | Q1 2026 | Apr 20, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 4,994 | 1,602 | 0.18% | 0.2% | 1968 | -33 | -0.66% | Q1 2026 | Apr 17, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 4,989 | 1,600 | 0.99% | 0.76% | 1970 | +1,387 | 38.51% | Q1 2026 | Apr 21, 2026 |
| Next Level Private LLC | History | Reduced | 4,983 | 1,598 | 0.36% | 0.49% | 1971 | -591 | -10.6% | Q1 2026 | Apr 23, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 4,980 | 1,597 | 0.9% | 0.87% | 1973 | +352 | 7.61% | Q1 2026 | May 14, 2026 |
| Wealthquest Corp | History | No change | 4,765 | 1,597 | 0.12% | 0.12% | 1972 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 4,976 | 1,596 | 0.17% | 0.17% | 1975 | +204 | 4.27% | Q1 2026 | May 13, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 4,978 | 1,596 | 0.06% | 0.06% | 1974 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| VestGen Investment Management | History | Reduced | 4,967 | 1,593 | 0.88% | 1.75% | 1976 | -4,432 | -47.15% | Q1 2026 | May 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 4,944 | 1,586 | 0.21% | 0.24% | 1977 | -246 | -4.74% | Q1 2026 | Apr 15, 2026 |
| SOL Capital Management CO | History | Reduced | 5,776 | 1,585 | 0.77% | 0.33% | 1978 | -5,243 | -47.58% | Q1 2026 | Apr 24, 2026 |
| Thrive Capital Management, LLC | History | Added to | 4,942 | 1,585 | 0.35% | 0.34% | 1979 | +422 | 9.34% | Q1 2026 | Apr 27, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 4,910 | 1,575 | 0.42% | 0.45% | 1980 | +22 | 0.45% | Q1 2026 | Apr 20, 2026 |
| Miller Capital Partners, Inc. | History | Added to | 4,912 | 1,575 | 0.76% | 0.83% | 1981 | +1 | 0.02% | Q1 2026 | May 14, 2026 |
| BURNEY CO/ | History | Reduced | 4,885 | 1,567 | 0.05% | 0.07% | 1982 | -1,786 | -26.77% | Q1 2026 | Apr 29, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 4,886 | 1,567 | 0.31% | 0.32% | 1983 | +115 | 2.41% | Q1 2026 | May 11, 2026 |
| Archer Investment Management, LLC | History | Reduced | 4,882 | 1,566 | 0.66% | 1.03% | 1984 | -825 | -14.46% | Q1 2026 | Apr 08, 2026 |
| Panoramic Capital Partners, LLC | History | Added to | 4,878 | 1,564 | 0.96% | 0.93% | 1985 | +356 | 7.87% | Q1 2026 | Apr 08, 2026 |
| Graetz Wealth LLC | History | Added to | 4,876 | 1,564 | 1.4% | 1.48% | 1986 | +23 | 0.47% | Q1 2026 | Apr 30, 2026 |
| Breakwater Capital Group | History | Added to | 4,863 | 1,560 | 0.21% | 0.2% | 1987 | +687 | 16.45% | Q1 2026 | Apr 20, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 4,840 | 1,552 | 0.41% | 0.55% | 1988 | -1,303 | -21.21% | Q1 2026 | Apr 23, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Reduced | 4,835 | 1,551 | 1.17% | 1.24% | 1989 | -181 | -3.61% | Q1 2026 | Apr 23, 2026 |
| Creative Capital Management Investments LLC | History | Reduced | 4,830 | 1,549 | 0.44% | 0.49% | 1990 | -9 | -0.19% | Q1 2026 | Apr 21, 2026 |
| J. Mark Nickell & Co. | History | Reduced | 4,828 | 1,548 | 1.61% | 1.93% | 1991 | -1,417 | -22.69% | Q1 2026 | May 15, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Reduced | 4,808 | 1,542 | 0.56% | 0.57% | 1992 | -1 | -0.02% | Q1 2026 | May 04, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 4,793 | 1,537 | 0.51% | 0.56% | 1993 | -314 | -6.15% | Q1 2026 | Apr 14, 2026 |
| Flavin Financial Services, Inc. | History | Added to | 4,793 | 1,537 | 1.03% | 1.08% | 1995 | +99 | 2.11% | Q1 2026 | May 07, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 4,793 | 1,537 | 0.13% | 0.14% | 1994 | -54 | -1.11% | Q1 2026 | May 07, 2026 |
| First Growth Capital LLC | History | No change | 4,739 | 1,531 | 1.38% | 1.44% | 1996 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 4,759 | 1,526 | 0.38% | 0.39% | 1997 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | No change | 4,750 | 1,523 | 0.08% | 0.11% | 1998 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 4,741 | 1,520 | 0.56% | 0.39% | 1999 | +1,529 | 47.6% | Q1 2026 | May 11, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 4,729 | 1,517 | 0.6% | 0.72% | 2000 | -645 | -12.0% | Q1 2026 | Apr 13, 2026 |