VANGUARD INDEX FUNDS - VUG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Showing first 2,000 of
2,947 rows for faster page load.
Safety cap is enabled for server stability (2,000 max rows).
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 54,648,818 | 23,870,057 | 1.74% | 1.7% | 1 | +6,771,524 | 14.14% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 39,228,809 | 16,571,482 | 7.96% | 11.71% | 2 | -153,174 | -0.39% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 14,863,770 | 6,492,347 | 0.39% | 0.42% | 3 | +478,009 | 3.32% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 8,696,213 | 3,798,418 | 1.02% | 1.11% | 4 | +1,040,585 | 13.59% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 6,069,286 | 2,651,003 | 0.4% | 0.44% | 5 | +454,724 | 8.1% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Reduced | 5,397,232 | 2,357,457 | 0.63% | 0.73% | 6 | -93,666 | -1.71% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,427,080 | 1,933,704 | 0.36% | 0.38% | 7 | +103,677 | 2.4% | Q1 2026 | Jul 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,022,942 | 1,754,867 | 0.41% | 0.43% | 8 | +136,624 | 3.52% | Q1 2026 | Jul 17, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 3,651,263 | 1,594,835 | 7.84% | 8.78% | 9 | +187,033 | 5.4% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,575,213 | 1,561,617 | 0.48% | 0.51% | 10 | +246,474 | 7.4% | Q1 2026 | May 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 3,441,990 | 1,503,426 | 5.78% | — | 11 | +3,441,990 | New | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Reduced | 2,579,305 | 1,126,614 | 0.06% | 0.06% | 12 | -9,805 | -0.38% | Q1 2026 | May 15, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 2,497,362 | 1,090,822 | 22.41% | 24.67% | 13 | +15,432 | 0.62% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 2,298,549 | 1,003,983 | 1.07% | 1.13% | 14 | +173,690 | 8.17% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,285,943 | 998,476 | 0.58% | 0.61% | 15 | -600 | -0.03% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,249,069 | 982,372 | 0.17% | 0.17% | 16 | +61,421 | 2.81% | Q1 2026 | May 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 2,198,247 | 960,172 | 10.51% | 11.95% | 17 | -42,333 | -1.89% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 1,898,195 | 829,105 | 0.97% | 1.06% | 18 | +65,835 | 3.59% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,947,496 | 817,968 | 0.05% | 0.05% | 19 | +154,565 | 8.62% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,812,196 | 791,549 | 0.15% | 0.16% | 20 | -101,517 | -5.3% | Q1 2026 | May 05, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 1,811,209 | 791,117 | 4.8% | 5.3% | 21 | +37,840 | 2.13% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,775,949 | 775,716 | 0.48% | 0.54% | 22 | +24,325 | 1.39% | Q1 2026 | May 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,589,188 | 694,276 | 0.74% | 0.84% | 23 | +12,392 | 0.79% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,585,271 | 692,430 | 0.97% | 1.07% | 24 | -66,259 | -4.01% | Q1 2026 | Apr 27, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,472,034 | 642,969 | 0.59% | 0.7% | 25 | +15,613 | 1.07% | Q1 2026 | May 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 8,485,080 | 617,699 | 4.65% | 5.06% | 26 | +7,114,129 | 518.92% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,417,238 | 617,656 | 0.88% | 0.93% | 27 | -141,902 | -9.1% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,323,256 | 577,940 | 1.01% | 1.22% | 28 | +12,684 | 0.97% | Q1 2026 | May 14, 2026 |
| Performance Wealth Partners, LLC | History | Reduced | 1,274,384 | 556,637 | 16.15% | 16.92% | 29 | -5,133 | -0.4% | Q1 2026 | Apr 10, 2026 |
| Modera Wealth Management, LLC | History | Added to | 1,241,457 | 542,256 | 6.5% | 6.75% | 30 | +44,669 | 3.73% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,226,004 | 535,801 | 0.78% | 0.73% | 31 | +197,436 | 19.2% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,204,403 | 526,071 | 0.06% | 0.07% | 32 | +24,240 | 2.05% | Q1 2026 | May 15, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Added to | 1,153,860 | 503,994 | 4.27% | 4.27% | 33 | +65,967 | 6.06% | Q1 2026 | May 11, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 6,503,155 | 473,418 | 0.96% | 6.0% | 34 | +8,481 | 0.13% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Added to | 1,040,017 | 454,260 | 5.58% | 6.37% | 35 | +23,933 | 2.36% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,037,216 | 453,045 | 0.61% | 0.7% | 36 | -40,784 | -3.78% | Q1 2026 | Apr 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 989,422 | 432,169 | 8.75% | 10.08% | 37 | -36,450 | -3.55% | Q1 2026 | Apr 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 986,756 | 431,005 | 8.86% | 9.55% | 38 | +5,531 | 0.56% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 963,703 | 420,935 | 0.18% | 0.2% | 39 | +28,982 | 3.1% | Q1 2026 | May 11, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 904,105 | 394,903 | 14.44% | 15.27% | 40 | +76,401 | 9.23% | Q1 2026 | May 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 875,880 | 382,575 | 0.31% | 0.56% | 41 | +59,040 | 7.23% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 824,223 | 360,012 | 2.67% | 3.2% | 42 | +6,328 | 0.77% | Q1 2026 | Apr 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 773,094 | 337,679 | 2.52% | 2.91% | 43 | +36,428 | 4.94% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 738,592 | 322,638 | 0.3% | 0.33% | 44 | -2,741 | -0.37% | Q1 2026 | May 12, 2026 |
| LINCOLN NATIONAL CORP | History | Added to | 719,053 | 314,075 | 9.09% | 9.5% | 45 | +52,872 | 7.94% | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | Added to | 724,683 | 309,191 | 0.34% | 0.39% | 46 | +18,419 | 2.61% | Q1 2026 | May 14, 2026 |
| Waldron Private Wealth LLC | History | Added to | 706,880 | 308,759 | 12.04% | 11.41% | 47 | +115,188 | 19.47% | Q1 2026 | Apr 10, 2026 |
| Cerity Partners LLC | History | Added to | 696,274 | 305,401 | 0.43% | 0.4% | 48 | +140,239 | 25.22% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 698,101 | 304,923 | 1.65% | 1.84% | 49 | +6,365 | 0.92% | Q1 2026 | May 05, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 677,349 | 295,859 | 2.32% | 2.33% | 50 | +77,422 | 12.91% | Q1 2026 | May 01, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 663,015 | 289,598 | 0.8% | 0.92% | 51 | -110,746 | -14.31% | Q1 2026 | May 04, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 656,256 | 286,646 | 3.26% | 3.28% | 52 | +45,776 | 7.5% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Added to | 653,482 | 285,434 | 0.75% | 0.85% | 53 | +9,905 | 1.54% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 641,405 | 280,159 | 0.44% | 0.48% | 54 | +16,295 | 2.61% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 632,054 | 276,074 | 1.04% | 1.15% | 55 | +57,705 | 10.05% | Q1 2026 | Apr 30, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 622,805 | 272,034 | 3.35% | 3.93% | 56 | -2,415 | -0.39% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 614,604 | 268,452 | 0.48% | 0.52% | 57 | +21,688 | 3.66% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 613,960 | 268,171 | 1.42% | 1.79% | 58 | +91,903 | 17.6% | Q1 2026 | May 15, 2026 |
| Bell Bank | History | Added to | 608,080 | 265,603 | 11.26% | 12.31% | 59 | +17,440 | 2.95% | Q1 2026 | Apr 23, 2026 |
| ASSETMARK, INC | History | Added to | 593,629 | 259,291 | 0.53% | 0.51% | 60 | +83,808 | 16.44% | Q1 2026 | May 06, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 526,893 | 257,048 | 20.69% | 20.71% | 61 | +32 | 0.01% | Q1 2026 | Apr 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 583,438 | 254,839 | 0.04% | 0.04% | 62 | -5,333 | -0.91% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 554,536 | 242,218 | 1.49% | 1.59% | 63 | +12,185 | 2.25% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 538,579 | 235,246 | 0.61% | 0.66% | 64 | +25,735 | 5.02% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 652,398 | 234,233 | 1.51% | 2.64% | 65 | -139,616 | -17.63% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | Added to | 489,387 | 213,759 | 2.13% | 2.45% | 66 | +1,562 | 0.32% | Q1 2026 | Apr 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 471,472 | 205,934 | 0.97% | 1.07% | 67 | +7,091 | 1.53% | Q1 2026 | Apr 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 467,125 | 205,689 | 0.42% | 0.4% | 68 | -141,294 | -23.22% | Q1 2026 | Apr 08, 2026 |
| Garde Capital, Inc. | History | Reduced | 441,618 | 192,894 | 11.55% | 13.03% | 69 | -9,151 | -2.03% | Q1 2026 | Apr 28, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 435,418 | 189,936 | 5.39% | 6.8% | 70 | -11,866 | -2.65% | Q1 2026 | Apr 09, 2026 |
| Brookstone Capital Management | History | Added to | 426,934 | 186,480 | 2.13% | 2.28% | 71 | +17,540 | 4.28% | Q1 2026 | Apr 16, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Added to | 425,548 | 185,875 | 11.46% | 12.38% | 72 | +6,417 | 1.53% | Q1 2026 | May 13, 2026 |
| Truepoint, Inc. | History | Added to | 423,091 | 184,801 | 4.12% | 4.54% | 73 | +9,623 | 2.33% | Q1 2026 | May 08, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 415,008 | 181,271 | 11.17% | 12.42% | 74 | +8,821 | 2.17% | Q1 2026 | May 05, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Added to | 409,574 | 178,897 | 11.4% | 10.35% | 75 | +91,866 | 28.92% | Q1 2026 | Apr 08, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 404,600 | 176,724 | 0.64% | 0.72% | 76 | -1,302 | -0.32% | Q1 2026 | Jun 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 365,669 | 159,720 | 4.87% | 3.46% | 77 | +172,873 | 89.67% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 364,752 | 159,321 | 0.25% | 0.25% | 78 | +37,042 | 11.3% | Q1 2026 | May 06, 2026 |
| Creative Planning | History | Reduced | 360,936 | 157,653 | 0.11% | 0.13% | 79 | -18,329 | -4.83% | Q1 2026 | May 12, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 356,081 | 155,532 | 9.39% | 10.72% | 80 | -3,090 | -0.86% | Q1 2026 | May 12, 2026 |
| Japan Science & Technology Agency | History | No change | 350,953 | 153,292 | 3.19% | 3.15% | 81 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BANK OF HAWAII | History | Reduced | 346,312 | 151,265 | 7.92% | 8.37% | 82 | -722 | -0.21% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 345,470 | 150,898 | 0.84% | 0.84% | 83 | +36,209 | 11.71% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Management, Inc. | History | Added to | 343,333 | 149,964 | 23.9% | 25.55% | 84 | +22,163 | 6.9% | Q1 2026 | Apr 16, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 336,299 | 146,892 | 15.04% | 17.64% | 85 | +6,455 | 1.96% | Q1 2026 | Apr 30, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 325,657 | 142,243 | 12.11% | 12.86% | 86 | +41,116 | 14.45% | Q1 2026 | Apr 09, 2026 |
| Rezny Wealth Management, Inc. | History | Added to | 323,977 | 141,509 | 30.47% | 31.56% | 87 | +3,015 | 0.94% | Q1 2026 | May 13, 2026 |
| Betterment LLC | History | Added to | 321,772 | 140,547 | 0.27% | 0.29% | 88 | +6,918 | 2.2% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 321,083 | 140,500 | 0.69% | 0.77% | 89 | +20,451 | 6.8% | Q1 2026 | May 15, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 312,649 | 136,562 | 6.25% | 6.82% | 90 | -7,808 | -2.44% | Q1 2026 | May 06, 2026 |
| Balentine LLC | History | Reduced | 312,246 | 136,385 | 5.49% | 29.44% | 91 | -1,278,426 | -80.37% | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 309,709 | 135,277 | 0.25% | 0.29% | 92 | +125,703 | 68.31% | Q1 2026 | May 01, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 306,658 | 133,944 | 1.14% | 1.13% | 93 | -10,213 | -3.22% | Q1 2026 | May 13, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 1,569,113 | 131,005 | 19.44% | 19.64% | 94 | +1,317,323 | 523.18% | Q1 2026 | May 11, 2026 |
| Summit Financial, LLC | History | Added to | 284,069 | 124,078 | 1.58% | 1.74% | 95 | +40,837 | 16.79% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 253,945 | 123,889 | 0.04% | 0.08% | 96 | -282,253 | -52.64% | Q1 2026 | May 15, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 272,288 | 118,932 | 11.95% | 12.81% | 97 | +10,138 | 3.87% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 272,219 | 118,102 | 0.17% | 0.23% | 98 | -35,788 | -11.62% | Q1 2026 | May 15, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 267,987 | 117,054 | 3.44% | 3.59% | 99 | +10,760 | 4.18% | Q1 2026 | May 11, 2026 |
| Members Trust Co | History | Added to | 265,953 | 116,165 | 3.86% | 3.24% | 100 | +62,062 | 30.44% | Q1 2026 | May 04, 2026 |
| RMR Wealth Builders | History | Added to | 264,722 | 115,628 | 9.11% | 9.3% | 101 | +26,346 | 11.05% | Q1 2026 | Apr 22, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 263,396 | 115,048 | 0.56% | 0.62% | 102 | -4,187 | -1.56% | Q1 2026 | May 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 262,953 | 114,855 | 0.01% | 0.02% | 103 | -41,802 | -13.72% | Q1 2026 | May 15, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 259,256 | 113,240 | 10.81% | 12.37% | 104 | -3,391 | -1.29% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 255,100 | 111,425 | 0.02% | 0.01% | 105 | +50,900 | 24.93% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 250,430 | 109,385 | 0.31% | 0.33% | 106 | +534 | 0.21% | Q1 2026 | May 08, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 248,021 | 108,333 | 15.03% | 16.36% | 107 | +7,811 | 3.25% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Reduced | 247,541 | 108,122 | 3.05% | 3.56% | 108 | -3,274 | -1.31% | Q1 2026 | May 13, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 246,527 | 107,680 | 10.83% | 11.99% | 109 | +3,201 | 1.32% | Q1 2026 | Apr 30, 2026 |
| 71 West Capital Partners | History | Added to | 241,167 | 105,339 | 4.63% | 5.13% | 110 | +12,640 | 5.53% | Q1 2026 | May 06, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 237,008 | 103,521 | 8.7% | 9.17% | 111 | +12,991 | 5.8% | Q1 2026 | Apr 20, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 236,120 | 103,134 | 0.83% | 0.88% | 112 | +7,704 | 3.37% | Q1 2026 | Apr 24, 2026 |
| Martel Wealth Advisors LLC | History | Added to | 235,184 | 102,726 | 17.49% | 19.07% | 113 | +6,322 | 2.76% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 234,307 | 102,343 | 0.52% | 0.61% | 114 | +6,965 | 3.06% | Q1 2026 | May 08, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 230,880 | 100,846 | 1.58% | 1.49% | 115 | +54,639 | 31.0% | Q1 2026 | May 04, 2026 |
| CENTRAL TRUST Co | History | Reduced | 229,974 | 100,450 | 1.98% | 2.3% | 116 | -10,325 | -4.3% | Q1 2026 | Apr 17, 2026 |
| Trust Co of Tennessee | History | Reduced | 228,436 | 99,774 | 18.58% | 22.85% | 117 | -7,287 | -3.09% | Q1 2026 | Apr 09, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 224,007 | 97,843 | 1.4% | 0.74% | 118 | +132,523 | 144.86% | Q1 2026 | May 11, 2026 |
| HCR Wealth Advisors | History | Added to | 221,595 | 96,790 | 10.04% | 10.5% | 119 | +4,360 | 2.01% | Q1 2026 | Apr 21, 2026 |
| Clark Asset Management, LLC | History | Added to | 221,095 | 96,572 | 9.07% | 10.06% | 120 | +22,430 | 11.29% | Q1 2026 | Apr 16, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 220,969 | 96,538 | 0.74% | 0.79% | 121 | +7,186 | 3.36% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 240,589 | 95,923 | 2.38% | 2.54% | 122 | +9,563 | 4.14% | Q1 2026 | Apr 29, 2026 |
| Advisors Capital Management, LLC | History | Added to | 219,072 | 95,688 | 1.12% | 1.08% | 123 | +30,220 | 16.0% | Q1 2026 | May 01, 2026 |
| VANGUARD GROUP INC | History | No change | 192,097 | 93,716 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 205,794 | 90,967 | 11.25% | 12.08% | 125 | +9,677 | 4.93% | Q1 2026 | Apr 07, 2026 |
| Crane Advisory, LLC | History | Added to | 183,782 | 89,410 | 13.38% | 13.04% | 126 | +8,696 | 4.97% | Q1 2026 | Apr 20, 2026 |
| One Day In July LLC | History | Added to | 203,849 | 89,039 | 7.13% | 7.63% | 127 | +13,365 | 7.02% | Q1 2026 | May 05, 2026 |
| CSM Advisors, LLC | History | Added to | 202,179 | 88,310 | 2.17% | 2.67% | 128 | +682 | 0.34% | Q1 2026 | May 15, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 191,754 | 88,114 | 11.15% | 12.33% | 129 | +3,325 | 1.76% | Q1 2026 | Apr 20, 2026 |
| Allworth Financial LP | History | Added to | 199,494 | 87,137 | 0.35% | 0.39% | 130 | +3,220 | 1.64% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 197,755 | 86,377 | 0.37% | 0.39% | 131 | +8,843 | 4.68% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 197,160 | 86,117 | 0.42% | 0.25% | 132 | +108,031 | 121.21% | Q1 2026 | May 04, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 191,279 | 83,548 | 8.4% | 9.35% | 133 | -2,938 | -1.51% | Q1 2026 | May 05, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 190,354 | 83,144 | 1.93% | 2.26% | 134 | -711 | -0.37% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 190,237 | 83,093 | 0.59% | 0.67% | 135 | +9,872 | 5.47% | Q1 2026 | Apr 14, 2026 |
| Berger Financial Group, Inc | History | Added to | 189,350 | 82,706 | 4.63% | 1.02% | 136 | +153,109 | 422.47% | Q1 2026 | Apr 28, 2026 |
| Atria Investments, Inc | History | Added to | 188,629 | 82,391 | 0.92% | 0.86% | 137 | +33,359 | 21.48% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 187,820 | 82,037 | 0.1% | 0.17% | 138 | -104,642 | -35.78% | Q1 2026 | May 14, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 179,953 | 78,601 | 10.87% | 11.92% | 139 | +229 | 0.13% | Q1 2026 | Apr 22, 2026 |
| Lido Advisors, LLC | History | Reduced | 174,329 | 76,146 | 0.23% | 0.26% | 140 | -7,605 | -4.18% | Q1 2026 | May 13, 2026 |
| VANGUARD ADVISERS INC | History | New | 173,915 | 75,964 | 0.3% | — | 141 | +173,915 | New | Q1 2026 | May 08, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 173,070 | 75,595 | 0.55% | 0.58% | 142 | +1,109 | 0.64% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Added to | 172,205 | 75,217 | 1.05% | 1.1% | 143 | +3,182 | 1.88% | Q1 2026 | May 11, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 904,369 | 75,080 | 1.68% | 1.77% | 144 | +755,720 | 508.39% | Q1 2026 | May 04, 2026 |
| Howard Capital Management Inc. | History | Reduced | 171,638 | 74,969 | 1.23% | 1.87% | 145 | -124,809 | -42.1% | Q1 2026 | May 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 169,980 | 74,245 | 0.92% | 1.01% | 146 | +3,184 | 1.91% | Q1 2026 | Apr 20, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 169,698 | 74,122 | 0.01% | 0.01% | 147 | -7,432 | -4.2% | Q1 2026 | May 14, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 166,095 | 72,548 | 9.03% | 8.47% | 148 | +24,375 | 17.2% | Q1 2026 | Apr 08, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 165,939 | 72,480 | 7.85% | 8.96% | 149 | -289,322 | -63.55% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 164,906 | 72,029 | 0.03% | 0.03% | 150 | +29,495 | 21.78% | Q1 2026 | May 15, 2026 |
| McIlrath & Eck, LLC | History | Added to | 163,962 | 71,616 | 5.31% | 7.35% | 151 | +1,687 | 1.04% | Q1 2026 | May 19, 2026 |
| SIGNATUREFD, LLC | History | Added to | 163,198 | 71,283 | 1.09% | 1.16% | 152 | +7,717 | 4.96% | Q1 2026 | Apr 07, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 160,851 | 70,258 | 12.39% | 12.78% | 153 | +17,450 | 12.17% | Q1 2026 | Apr 17, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 159,565 | 69,696 | 1.95% | 2.11% | 154 | +2,605 | 1.66% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | Added to | 158,434 | 69,202 | 0.74% | 0.07% | 155 | +152,813 | 2718.61% | Q1 2026 | May 12, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 155,688 | 68,003 | 2.26% | 2.56% | 156 | -5,033 | -3.13% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 154,218 | 67,361 | 0.27% | 0.3% | 157 | -5,618 | -3.51% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 154,217 | 67,360 | 0.01% | 0.01% | 158 | +74,558 | 93.6% | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 153,900 | 67,222 | 0.37% | 0.34% | 159 | -44,079 | -22.26% | Q1 2026 | Apr 29, 2026 |
| STEVENS CAPITAL PARTNERS | History | Reduced | 153,061 | 66,855 | 16.08% | 21.41% | 160 | -14,586 | -8.7% | Q1 2026 | Apr 24, 2026 |
| COMERICA BANK | History | No change | 135,476 | 66,093 | 0.26% | 0.26% | 161 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 149,896 | 65,475 | 4.52% | 5.26% | 162 | +25,315 | 20.32% | Q1 2026 | May 18, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 148,047 | 64,665 | 0.72% | 0.05% | 163 | +140,941 | 1983.41% | Q1 2026 | May 15, 2026 |
| Blue Edge Capital, LLC | History | Added to | 147,345 | 64,358 | 8.55% | 9.38% | 164 | +3,609 | 2.51% | Q1 2026 | Jun 02, 2026 |
| Quantinno Capital Management LP | History | Added to | 146,378 | 63,936 | 0.11% | 0.11% | 165 | +36,089 | 32.72% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 145,267 | 63,451 | 0.79% | 0.85% | 166 | +5,686 | 4.07% | Q1 2026 | Apr 28, 2026 |
| Hirtle & Co., LLC | History | Reduced | 145,181 | 63,413 | 2.17% | 2.55% | 167 | -8,374 | -5.45% | Q1 2026 | May 13, 2026 |
| Gotham Asset Management, LLC | History | Added to | 142,386 | 62,192 | 0.19% | 0.16% | 168 | +49,936 | 54.01% | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | Added to | 141,282 | 61,710 | 0.94% | 1.05% | 169 | +1,080 | 0.77% | Q1 2026 | May 08, 2026 |
| DAVENPORT & Co LLC | History | Added to | 140,862 | 61,526 | 0.33% | 0.35% | 170 | +4,880 | 3.59% | Q1 2026 | Apr 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 140,546 | 61,525 | 14.86% | 16.54% | 171 | -232 | -0.16% | Q1 2026 | May 01, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 844,309 | 61,464 | 0.09% | 0.23% | 172 | +66,518 | 8.55% | Q1 2026 | May 13, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 139,625 | 60,987 | 5.1% | 5.47% | 173 | +1,197 | 0.86% | Q1 2026 | May 11, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 139,571 | 60,963 | 3.97% | 4.65% | 174 | -4,596 | -3.19% | Q1 2026 | May 07, 2026 |
| M&T BANK CORP | History | Added to | 139,449 | 60,909 | 0.21% | 0.18% | 175 | +26,318 | 23.26% | Q1 2026 | May 12, 2026 |
| American Trust | History | Added to | 138,889 | 60,665 | 5.36% | 4.46% | 176 | +30,032 | 27.59% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 138,062 | 60,304 | 0.02% | 0.02% | 177 | +4,212 | 3.15% | Q1 2026 | May 13, 2026 |
| Brickley Wealth Management | History | Reduced | 137,847 | 60,210 | 10.33% | 11.61% | 178 | -3,351 | -2.37% | Q1 2026 | May 04, 2026 |
| Magnus Financial Group LLC | History | Reduced | 137,402 | 60,015 | 4.87% | 5.15% | 179 | -764 | -0.55% | Q1 2026 | Apr 10, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 137,288 | 59,966 | 0.15% | 0.18% | 180 | -20,540 | -13.01% | Q1 2026 | Apr 22, 2026 |
| Destination Wealth Management | History | Reduced | 136,915 | 59,803 | 1.55% | 1.8% | 181 | -4,189 | -2.97% | Q1 2026 | May 15, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 136,910 | 59,800 | 8.39% | 9.13% | 182 | +1,731 | 1.28% | Q1 2026 | Apr 13, 2026 |
| Partners in Financial Planning | History | Added to | 136,346 | 59,554 | 9.88% | 11.07% | 183 | +2,328 | 1.74% | Q1 2026 | May 11, 2026 |
| Trust Co | History | Added to | 136,214 | 59,496 | 5.58% | 6.05% | 184 | +3,923 | 2.97% | Q1 2026 | Apr 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 135,596 | 59,226 | 3.6% | 4.21% | 185 | -3,466,011 | -96.24% | Q1 2026 | May 12, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 133,954 | 58,509 | 5.64% | 6.48% | 186 | -8,831 | -6.18% | Q1 2026 | May 04, 2026 |
| Vise Technologies, Inc. | History | No change | 119,316 | 58,209 | 1.14% | 1.14% | 187 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Gleason Group, Inc. | History | Reduced | 133,001 | 58,093 | 5.75% | 6.46% | 188 | -2,136 | -1.58% | Q1 2026 | May 04, 2026 |
| Quantum Financial Planning Services, Inc. | History | Added to | 131,790 | 57,564 | 20.68% | 22.17% | 189 | +6,397 | 5.1% | Q1 2026 | Apr 14, 2026 |
| IFP Advisors, Inc | History | Added to | 131,782 | 57,561 | 1.19% | 1.39% | 190 | +4,661 | 3.67% | Q1 2026 | Apr 13, 2026 |
| Systematic Alpha Investments, LLC | History | Added to | 784,030 | 57,076 | 2.01% | 1.99% | 191 | +653,358 | 500.0% | Q1 2026 | May 18, 2026 |
| MAI Capital Management | History | Added to | 130,563 | 57,028 | 0.32% | 0.32% | 192 | +15,791 | 13.76% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 127,406 | 55,649 | 0.61% | 0.69% | 193 | +4,100 | 3.33% | Q1 2026 | Apr 20, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 125,817 | 54,955 | 3.53% | 4.31% | 194 | -14,193 | -10.14% | Q1 2026 | May 14, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 125,802 | 54,949 | 2.3% | 2.61% | 195 | +2,526 | 2.05% | Q1 2026 | Apr 30, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 124,725 | 54,478 | 3.1% | 3.27% | 196 | +12,589 | 11.23% | Q1 2026 | Apr 09, 2026 |
| Principle Wealth Partners LLC | History | Added to | 122,819 | 53,646 | 3.07% | 3.36% | 197 | +379 | 0.31% | Q1 2026 | May 07, 2026 |
| Root Financial Partners, LLC | History | Added to | 122,023 | 53,298 | 2.46% | 2.46% | 198 | +23,485 | 23.83% | Q1 2026 | Apr 24, 2026 |
| SP Asset Management LLC | History | Added to | 121,832 | 53,214 | 4.69% | 4.47% | 199 | +5,988 | 5.17% | Q1 2026 | May 06, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 107,438 | 53,065 | 3.65% | 3.77% | 200 | +1,702 | 1.61% | Q1 2026 | Apr 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 121,335 | 52,995 | 0.82% | 0.76% | 201 | +44,085 | 57.07% | Q1 2026 | May 15, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 119,819 | 52,335 | 10.1% | 11.82% | 202 | +1,414 | 1.19% | Q1 2026 | Apr 21, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 118,921 | 51,943 | 1.44% | 1.39% | 203 | +103 | 0.09% | Q1 2026 | Apr 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 118,769 | 51,854 | 0.1% | 0.12% | 204 | -18,832 | -13.69% | Q1 2026 | May 01, 2026 |
| Chaney Capital Management, Inc. | History | Added to | 117,062 | 51,131 | 18.03% | 19.08% | 205 | +3,730 | 3.29% | Q1 2026 | May 11, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Added to | 114,960 | 50,213 | 28.92% | 31.16% | 206 | +2,772 | 2.47% | Q1 2026 | Apr 29, 2026 |
| Permanens Capital L.P. | History | Reduced | 114,815 | 50,150 | 6.46% | 10.28% | 207 | -46,732 | -28.93% | Q1 2026 | May 15, 2026 |
| TL Private Wealth | History | Reduced | 106,214 | 48,978 | 19.33% | 20.54% | 208 | -2,468 | -2.27% | Q1 2026 | Apr 13, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 111,794 | 48,830 | 6.92% | 7.68% | 209 | +1,776 | 1.61% | Q1 2026 | May 26, 2026 |
| One Capital Management, LLC | History | Added to | 111,641 | 48,763 | 1.34% | 0.65% | 210 | +67,233 | 151.4% | Q1 2026 | May 12, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 111,378 | 48,648 | 1.51% | 1.56% | 211 | +10,383 | 10.28% | Q1 2026 | Apr 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 98,543 | 48,075 | 0.85% | 0.85% | 212 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 108,645 | 47,455 | 0.59% | 0.72% | 213 | -3,322 | -2.97% | Q1 2026 | May 11, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 108,120 | 47,225 | 10.84% | 12.27% | 214 | +2,363 | 2.23% | Q1 2026 | Apr 20, 2026 |
| Wealth Analytics Partners, LLC | History | Reduced | 106,630 | 46,574 | 18.93% | 20.6% | 215 | -1,040 | -0.97% | Q1 2026 | May 15, 2026 |
| Fee-Only Financial Planning, L.C. | History | Reduced | 106,068 | 46,329 | 27.97% | 30.43% | 216 | -935 | -0.87% | Q1 2026 | Apr 28, 2026 |
| Rise Advisors, LLC | History | Added to | 104,728 | 46,243 | 16.3% | 17.64% | 217 | +3,340 | 3.29% | Q1 2026 | Apr 03, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 104,357 | 45,582 | 6.73% | 6.56% | 218 | +6,348 | 6.48% | Q1 2026 | Apr 24, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 104,014 | 45,432 | 0.82% | 0.85% | 219 | +6,823 | 7.02% | Q1 2026 | Apr 10, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 102,325 | 44,694 | 0.1% | 0.11% | 220 | -2,848 | -2.71% | Q1 2026 | May 05, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Added to | 101,872 | 44,496 | 10.25% | 11.31% | 221 | +2,217 | 2.22% | Q1 2026 | Apr 09, 2026 |
| Dodds Wealth, LLC | History | Reduced | 101,331 | 44,260 | 10.86% | 12.3% | 222 | -1,450 | -1.41% | Q1 2026 | May 08, 2026 |
| FIRST HORIZON CORP | History | Added to | 100,273 | 43,798 | 1.83% | 2.05% | 223 | +6,170 | 6.56% | Q1 2026 | Apr 30, 2026 |
| Strata Wealth Advisors, LLC | History | Reduced | 99,364 | 43,401 | 11.9% | 13.54% | 224 | -403 | -0.4% | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | Added to | 99,314 | 43,379 | 0.23% | 0.25% | 225 | +8,391 | 9.23% | Q1 2026 | May 13, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 98,966 | 43,227 | 11.98% | 11.96% | 226 | -4,029 | -3.91% | Q1 2026 | May 05, 2026 |
| VestGen Advisors, LLC | History | Added to | 498,438 | 43,144 | 1.15% | 0.96% | 227 | +451,995 | 973.23% | Q1 2026 | May 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 98,383 | 42,988 | 0.7% | 0.69% | 228 | +29,852 | 43.56% | Q1 2026 | Apr 21, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 97,846 | 42,737 | 7.68% | 8.4% | 229 | +2,511 | 2.63% | Q1 2026 | Apr 29, 2026 |
| JNBA Financial Advisors | History | Added to | 97,746 | 42,694 | 3.56% | 4.01% | 230 | +3,667 | 3.9% | Q1 2026 | Apr 22, 2026 |
| PFG Advisors | History | Reduced | 97,643 | 42,649 | 2.08% | 2.79% | 231 | -20,093 | -17.07% | Q1 2026 | May 05, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 96,782 | 42,273 | 4.12% | 4.63% | 232 | -310 | -0.32% | Q1 2026 | Apr 29, 2026 |
| GenWealth Group, Inc. | History | Added to | 96,720 | 42,246 | 7.23% | 7.62% | 233 | +5,519 | 6.05% | Q1 2026 | May 11, 2026 |
| Certified Advisory Corp | History | Added to | 96,062 | 41,954 | 3.76% | 4.14% | 234 | +2,849 | 3.06% | Q1 2026 | Apr 17, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Reduced | 95,902 | 41,888 | 18.8% | 20.23% | 235 | -879 | -0.91% | Q1 2026 | May 13, 2026 |
| Jacobsen Capital Management | History | Reduced | 95,811 | 41,849 | 14.13% | 16.12% | 236 | -5,358 | -5.3% | Q1 2026 | Apr 24, 2026 |
| First Pacific Financial | History | Reduced | 94,439 | 41,250 | 5.31% | 6.08% | 237 | -955 | -1.0% | Q1 2026 | Apr 23, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 93,384 | 40,789 | 4.37% | 4.49% | 238 | +2,602 | 2.87% | Q1 2026 | Apr 21, 2026 |
| Wolff Financial Management LLC | History | Added to | 93,054 | 40,644 | 8.98% | 10.03% | 239 | +1,598 | 1.75% | Q1 2026 | Apr 15, 2026 |
| Strategic Blueprint, LLC | History | Added to | 92,133 | 40,242 | 2.34% | 2.57% | 240 | +2,802 | 3.14% | Q1 2026 | Apr 29, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 91,809 | 40,101 | 18.14% | 19.65% | 241 | +4,344 | 4.97% | Q1 2026 | May 11, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 91,230 | 39,848 | 0.18% | 0.13% | 242 | -135 | -0.15% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 91,185 | 39,828 | 0.8% | 0.88% | 243 | +2,515 | 2.84% | Q1 2026 | May 14, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 90,462 | 39,512 | 4.32% | 4.99% | 244 | +1,152 | 1.29% | Q1 2026 | May 11, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 90,337 | 39,458 | 11.1% | 11.64% | 245 | +4,142 | 4.81% | Q1 2026 | Apr 08, 2026 |
| BROWN ADVISORY INC | History | Reduced | 89,444 | 39,068 | 0.06% | 0.07% | 246 | -13,086 | -12.76% | Q1 2026 | May 15, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 89,359 | 39,031 | 0.62% | 0.71% | 247 | 0 | 0.0% | Q1 2026 | Jun 23, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 84,373 | 38,906 | 7.89% | 8.98% | 248 | +1,314 | 1.58% | Q1 2026 | Apr 15, 2026 |
| Compound Planning, Inc. | History | Added to | 88,110 | 38,485 | 1.18% | 1.09% | 249 | +12,002 | 15.77% | Q1 2026 | May 14, 2026 |
| Bishop & Co Investment Management, LLC | History | Reduced | 87,849 | 38,371 | 13.16% | 16.64% | 250 | -15,132 | -14.69% | Q1 2026 | Apr 24, 2026 |
| NWAM LLC | History | Added to | 87,022 | 38,010 | 2.19% | 2.33% | 251 | +1,271 | 1.48% | Q1 2026 | May 04, 2026 |
| Newton One Investments LLC | History | Added to | 86,461 | 37,765 | 10.25% | 12.33% | 252 | +759 | 0.89% | Q1 2026 | Apr 24, 2026 |
| Clearstead Advisors, LLC | History | Added to | 84,593 | 36,949 | 0.34% | 0.17% | 253 | +56,799 | 204.36% | Q1 2026 | May 06, 2026 |
| Apella Capital, LLC | History | Added to | 74,750 | 36,920 | 0.55% | 0.4% | 254 | +33,747 | 82.3% | Q1 2026 | Apr 20, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 83,913 | 36,652 | 9.92% | 9.7% | 255 | +22,319 | 36.24% | Q1 2026 | Apr 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 82,765 | 36,150 | 0.01% | 0.01% | 256 | -41,891 | -33.61% | Q1 2026 | May 13, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 82,427 | 36,003 | 1.19% | 1.26% | 257 | +4,263 | 5.45% | Q1 2026 | Apr 22, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 82,239 | 35,921 | 2.32% | 2.57% | 258 | +1,581 | 1.96% | Q1 2026 | Apr 15, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 81,052 | 35,402 | 1.42% | 1.61% | 259 | -1,422 | -1.72% | Q1 2026 | Apr 28, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 80,963 | 35,356 | 4.5% | 4.72% | 260 | +1,858 | 2.35% | Q1 2026 | Apr 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 80,808 | 35,296 | 0.23% | 0.24% | 261 | +4,181 | 5.46% | Q1 2026 | Apr 27, 2026 |
| Advisory Services Network, LLC | History | Added to | 79,840 | 34,873 | 0.46% | 0.51% | 262 | +6,122 | 8.3% | Q1 2026 | May 15, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 79,537 | 34,741 | 12.57% | 13.69% | 263 | +4,102 | 5.44% | Q1 2026 | Apr 27, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 79,462 | 34,708 | 2.99% | 3.07% | 264 | +6,281 | 8.58% | Q1 2026 | Apr 07, 2026 |
| American Investment Services, Inc. | History | Added to | 79,321 | 34,646 | 7.73% | 8.97% | 265 | +116 | 0.15% | Q1 2026 | May 13, 2026 |
| COMMERCE BANK | History | Added to | 79,085 | 34,543 | 0.17% | 0.16% | 266 | +18,453 | 30.43% | Q1 2026 | May 11, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 77,560 | 33,877 | 6.41% | 7.04% | 267 | +1,488 | 1.96% | Q1 2026 | Apr 09, 2026 |
| TD Capital Management LLC | History | Reduced | 76,716 | 33,508 | 3.01% | 3.34% | 268 | -363 | -0.47% | Q1 2026 | May 11, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 76,644 | 33,477 | 0.48% | 0.59% | 269 | +807 | 1.06% | Q1 2026 | Apr 10, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 76,443 | 33,389 | 9.44% | 9.64% | 270 | +6,402 | 9.14% | Q1 2026 | May 01, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 76,333 | 33,341 | 1.05% | 1.13% | 271 | +5,382 | 7.59% | Q1 2026 | May 15, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 75,391 | 32,929 | 11.6% | 13.43% | 272 | -364 | -0.48% | Q1 2026 | Apr 08, 2026 |
| Marble Wealth, LLC | History | Reduced | 74,728 | 32,640 | 5.71% | 5.31% | 273 | -3,595 | -4.59% | Q1 2026 | May 14, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 74,592 | 32,580 | 1.47% | 6.27% | 274 | -214,842 | -74.23% | Q1 2026 | Apr 21, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 74,409 | 32,500 | 5.95% | 6.56% | 275 | +889 | 1.21% | Q1 2026 | May 06, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 72,804 | 31,800 | 4.61% | 3.55% | 276 | +25,600 | 54.23% | Q1 2026 | May 11, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 72,580 | 31,702 | 8.38% | 9.24% | 277 | +330 | 0.46% | Q1 2026 | Apr 27, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 72,519 | 31,675 | 0.98% | 1.19% | 278 | -1,517 | -2.05% | Q1 2026 | May 04, 2026 |
| Dougherty Wealth Advisers LLC | History | Reduced | 72,466 | 31,652 | 20.08% | 22.49% | 279 | -9,095 | -11.15% | Q1 2026 | Apr 21, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 72,409 | 31,627 | 9.49% | 10.45% | 280 | +2,784 | 4.0% | Q1 2026 | Apr 29, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 72,181 | 31,527 | 0.43% | 0.49% | 281 | +2,727 | 3.93% | Q1 2026 | May 12, 2026 |
| Evolution Advisers, Inc. | History | Added to | 71,719 | 31,325 | 13.2% | 15.0% | 282 | +702 | 0.99% | Q1 2026 | May 01, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 71,341 | 31,161 | 4.93% | 5.03% | 283 | +11,152 | 18.53% | Q1 2026 | Apr 09, 2026 |
| Prospera Financial Services Inc | History | Reduced | 71,245 | 31,142 | 0.5% | 0.59% | 284 | -2,990 | -4.03% | Q1 2026 | Apr 14, 2026 |
| Brookwood Investment Group LLC | History | Added to | 70,982 | 31,004 | 3.83% | 3.92% | 285 | +3,985 | 5.95% | Q1 2026 | May 04, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 70,194 | 30,660 | 3.79% | 2.65% | 286 | +27,797 | 65.56% | Q1 2026 | Apr 23, 2026 |
| GoalVest Advisory LLC | History | Reduced | 69,973 | 30,563 | 5.97% | 7.89% | 287 | -14,412 | -17.08% | Q1 2026 | Apr 13, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 69,538 | 30,373 | 5.36% | 6.08% | 288 | -10,869 | -13.52% | Q1 2026 | May 11, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 69,198 | 30,224 | 4.21% | 5.08% | 289 | -4,540 | -6.16% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 68,348 | 29,853 | 0.24% | 0.34% | 290 | +9,850 | 16.84% | Q1 2026 | May 15, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 68,077 | 29,735 | 12.81% | 14.78% | 291 | +610 | 0.9% | Q1 2026 | Apr 29, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 67,870 | 29,644 | 3.23% | 4.73% | 292 | -24,100 | -26.2% | Q1 2026 | May 05, 2026 |
| Crews Bank & Trust | History | Added to | 67,777 | 29,604 | 4.29% | 4.57% | 293 | +2,277 | 3.48% | Q1 2026 | May 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 67,546 | 29,503 | 0.61% | 0.67% | 294 | +3,496 | 5.46% | Q1 2026 | Apr 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 67,226 | 29,364 | 0.53% | 0.63% | 295 | +109 | 0.16% | Q1 2026 | May 11, 2026 |
| Blankinship & Foster, LLC | History | Reduced | 66,671 | 29,121 | 6.44% | 7.23% | 296 | -1,864 | -2.72% | Q1 2026 | Apr 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 65,882 | 29,090 | 0.27% | 0.31% | 297 | +7,529 | 12.9% | Q1 2026 | Apr 07, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 66,532 | 29,061 | 1.06% | 1.18% | 298 | -238 | -0.36% | Q1 2026 | Apr 28, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 66,419 | 29,011 | 5.03% | 5.5% | 299 | +1,736 | 2.68% | Q1 2026 | May 12, 2026 |
| Marmo Financial Group, LLC | History | Added to | 66,196 | 28,914 | 14.32% | 15.24% | 300 | +203 | 0.31% | Q1 2026 | Apr 23, 2026 |
| DeDora Capital, Inc. | History | Reduced | 65,934 | 28,799 | 7.06% | 7.71% | 301 | -872 | -1.31% | Q1 2026 | Apr 27, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 65,810 | 28,745 | 0.37% | 0.4% | 302 | -2,029 | -2.99% | Q1 2026 | May 08, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 65,765 | 28,725 | 3.78% | 4.31% | 303 | +2,214 | 3.48% | Q1 2026 | May 12, 2026 |
| Parker Financial LLC | History | Added to | 65,839 | 28,696 | 11.47% | 12.75% | 304 | +1,386 | 2.15% | Q1 2026 | Apr 21, 2026 |
| Financial Advisors Network, Inc. | History | Reduced | 65,615 | 28,659 | 3.96% | 4.47% | 305 | -1,198 | -1.79% | Q1 2026 | May 14, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 65,510 | 28,614 | 8.19% | 8.75% | 307 | +3,701 | 5.99% | Q1 2026 | Apr 15, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 65,289 | 28,614 | 1.0% | 1.14% | 306 | -1,161 | -1.75% | Q1 2026 | May 06, 2026 |
| REAP Financial Group, LLC | History | Added to | 65,142 | 28,453 | 5.62% | 6.14% | 308 | +3,171 | 5.12% | Q1 2026 | May 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 65,117 | 28,442 | 0.66% | 0.17% | 309 | +57,789 | 788.61% | Q1 2026 | Apr 27, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 64,812 | 28,309 | 3.15% | 3.39% | 310 | +1,926 | 3.06% | Q1 2026 | May 07, 2026 |
| Carter Financial, LLC | History | Added to | 64,574 | 28,205 | 24.53% | 27.39% | 311 | +961 | 1.51% | Q1 2026 | May 13, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 64,370 | 28,116 | 9.64% | 10.78% | 312 | +725 | 1.14% | Q1 2026 | Apr 08, 2026 |
| BTC Capital Management, Inc. | History | Added to | 63,641 | 27,798 | 1.88% | 2.03% | 313 | +3,857 | 6.45% | Q1 2026 | Apr 20, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 63,559 | 27,761 | 13.23% | 15.92% | 314 | -2,484 | -3.76% | Q1 2026 | May 01, 2026 |
| Krilogy Financial LLC | History | Added to | 56,592 | 27,531 | 0.89% | 0.93% | 315 | +175 | 0.31% | Q1 2026 | Apr 17, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 62,872 | 27,461 | 4.77% | 5.32% | 316 | -382 | -0.6% | Q1 2026 | Apr 17, 2026 |
| DAGCO, INC. | History | Reduced | 62,665 | 27,371 | 5.93% | 7.3% | 317 | -2,098 | -3.24% | Q1 2026 | Apr 20, 2026 |
| United Financial Planning Group LLC | History | Added to | 62,649 | 27,364 | 16.17% | 17.22% | 318 | +4,457 | 7.66% | Q1 2026 | May 08, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 62,438 | 27,272 | 11.01% | 12.08% | 319 | -95 | -0.15% | Q1 2026 | Apr 08, 2026 |
| VeraBank, N.A. | History | Added to | 62,106 | 27,127 | 4.97% | 5.24% | 320 | +3,049 | 5.16% | Q1 2026 | May 11, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 62,028 | 27,093 | 0.01% | 0.01% | 321 | -89,479 | -59.06% | Q1 2026 | May 15, 2026 |
| Zhang Financial LLC | History | Added to | 61,944 | 27,056 | 0.94% | 0.92% | 322 | +11,147 | 21.94% | Q1 2026 | May 06, 2026 |
| Francis Financial, Inc. | History | Added to | 60,967 | 26,629 | 4.94% | 5.59% | 323 | +2,285 | 3.89% | Q1 2026 | May 07, 2026 |
| Investment Advisory Group, LLC | History | Added to | 60,936 | 26,616 | 6.77% | 7.44% | 324 | +1,650 | 2.78% | Q1 2026 | Apr 22, 2026 |
| Taylor Financial Group, Inc. | History | Reduced | 60,654 | 26,492 | 16.06% | 17.59% | 325 | -696 | -1.13% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 60,500 | 26,425 | 0.3% | 0.34% | 326 | -386 | -0.63% | Q1 2026 | Apr 28, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 60,338 | 26,355 | 1.36% | 1.63% | 327 | -3,008 | -4.75% | Q1 2026 | Apr 15, 2026 |
| Waterford Advisors, LLC | History | Added to | 62,520 | 26,258 | 8.33% | 11.76% | 328 | +831 | 1.35% | Q1 2026 | May 15, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 59,931 | 26,177 | 2.61% | 2.71% | 329 | +4,027 | 7.2% | Q1 2026 | Apr 30, 2026 |
| 25 LLC | History | Added to | 59,427 | 25,957 | 8.0% | 8.44% | 330 | +4,928 | 9.04% | Q1 2026 | Apr 20, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 58,824 | 25,693 | 2.65% | 3.02% | 331 | -709 | -1.19% | Q1 2026 | May 07, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 58,677 | 25,629 | 1.33% | 1.29% | 332 | +8,844 | 17.75% | Q1 2026 | Apr 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 58,508 | 25,555 | 0.13% | 0.13% | 333 | +11,839 | 25.37% | Q1 2026 | May 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 58,387 | 25,502 | 1.55% | 1.73% | 334 | +2,018 | 3.58% | Q1 2026 | Apr 13, 2026 |
| World Investment Advisors | History | Added to | 58,227 | 25,432 | 0.41% | 0.44% | 335 | +3,058 | 5.54% | Q1 2026 | Apr 27, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 58,191 | 25,393 | 1.9% | 1.18% | 336 | +23,353 | 67.03% | Q1 2026 | May 20, 2026 |
| Veery Capital, LLC | History | Added to | 58,108 | 25,381 | 7.78% | 8.48% | 337 | +1,480 | 2.61% | Q1 2026 | Apr 09, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 57,861 | 25,272 | 1.74% | 1.87% | 338 | -406 | -0.7% | Q1 2026 | May 05, 2026 |
| Decker Wealth Management LLC | History | Reduced | 57,845 | 25,266 | 5.73% | 7.28% | 339 | -10,194 | -14.98% | Q1 2026 | May 06, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Reduced | 57,840 | 25,264 | 13.8% | 14.11% | 340 | -1,788 | -3.0% | Q1 2026 | Apr 20, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 57,374 | 25,060 | 0.54% | 0.62% | 341 | +557 | 0.98% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 57,119 | 24,949 | 0.01% | 0.0% | 342 | +46,907 | 459.33% | Q1 2026 | May 13, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 57,102 | 24,941 | 8.26% | 7.44% | 343 | +17,938 | 45.8% | Q1 2026 | Apr 17, 2026 |
| FWG Holdings, LLC | History | Reduced | 55,874 | 24,812 | 9.38% | 17.69% | 344 | -25,410 | -31.26% | Q1 2026 | Apr 13, 2026 |
| Trust Co of the South | History | Added to | 56,748 | 24,787 | 3.99% | 4.38% | 345 | +967 | 1.73% | Q1 2026 | Apr 06, 2026 |
| Clayton Financial Group LLC | History | Added to | 56,721 | 24,775 | 12.73% | 14.06% | 346 | +209 | 0.37% | Q1 2026 | Apr 13, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Added to | 56,673 | 24,754 | 15.0% | 16.11% | 347 | +2,684 | 4.97% | Q1 2026 | Apr 27, 2026 |
| ACORN CREEK CAPITAL LLC | History | Added to | 55,805 | 24,374 | 8.7% | 9.57% | 348 | +1,236 | 2.27% | Q1 2026 | May 12, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 55,754 | 24,352 | 3.43% | 3.91% | 349 | +6,011 | 12.08% | Q1 2026 | May 08, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 55,697 | 24,327 | 10.73% | 11.96% | 350 | +901 | 1.64% | Q1 2026 | Apr 06, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 55,628 | 24,297 | 4.26% | — | 351 | +55,628 | New | Q1 2026 | May 11, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 57,716 | 24,241 | 1.54% | 1.95% | 352 | -28,748 | -33.25% | Q1 2026 | Apr 24, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 55,174 | 24,099 | 2.59% | 2.11% | 353 | +14,584 | 35.93% | Q1 2026 | Apr 22, 2026 |
| Savvy Advisors, Inc. | History | Added to | 54,710 | 23,896 | 0.64% | 0.79% | 354 | +4,302 | 8.53% | Q1 2026 | May 11, 2026 |
| Brooklyn Investment Group | History | Added to | 54,271 | 23,704 | 0.74% | 0.67% | 355 | +24,675 | 83.37% | Q1 2026 | Apr 29, 2026 |
| Regal Investment Advisors LLC | History | Added to | 52,839 | 23,079 | 1.33% | 1.46% | 356 | +2,821 | 5.64% | Q1 2026 | May 14, 2026 |
| Dakota Wealth Management | History | Reduced | 52,316 | 22,851 | 0.49% | 0.47% | 357 | -1,978 | -3.64% | Q1 2026 | May 07, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 51,989 | 22,708 | 0.43% | 0.51% | 358 | -3,756 | -6.74% | Q1 2026 | May 01, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 53,956 | 22,662 | 0.82% | 0.82% | 359 | +9,959 | 22.64% | Q1 2026 | May 15, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 51,851 | 22,648 | 0.98% | 1.0% | 360 | +2,347 | 4.74% | Q1 2026 | May 14, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 51,806 | 22,628 | 0.6% | 0.64% | 361 | +860 | 1.69% | Q1 2026 | May 01, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Reduced | 51,781 | 22,617 | 18.19% | 21.17% | 362 | -2,924 | -5.35% | Q1 2026 | Apr 16, 2026 |
| Advantage Trust Co | History | Added to | 51,750 | 22,603 | 10.13% | 11.06% | 363 | +1,428 | 2.84% | Q1 2026 | May 05, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 51,412 | 22,456 | 0.22% | 0.23% | 364 | +2,834 | 5.83% | Q1 2026 | May 08, 2026 |
| Rochester Wealth Strategies, LLC | History | Added to | 51,067 | 22,305 | 13.52% | 14.2% | 365 | +4,711 | 10.16% | Q1 2026 | Apr 27, 2026 |
| BlackRock, Inc. | History | Reduced | 50,982 | 22,268 | 0.0% | 0.0% | 366 | -24,471 | -32.43% | Q1 2026 | May 13, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 45,530 | 22,212 | 2.94% | 2.94% | 367 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 50,853 | 22,211 | 2.48% | 2.73% | 368 | +2,498 | 5.17% | Q1 2026 | Apr 29, 2026 |
| Oak Root LLC | History | Added to | 50,403 | 22,015 | 2.68% | 2.74% | 369 | +3,933 | 8.46% | Q1 2026 | Apr 10, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 50,104 | 21,884 | 0.27% | 0.37% | 370 | -3,470 | -6.48% | Q1 2026 | Apr 23, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 50,045 | 21,859 | 0.74% | 1.18% | 371 | -19,378 | -27.91% | Q1 2026 | Apr 07, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 50,004 | 21,841 | 2.13% | 2.07% | 372 | +2,474 | 5.21% | Q1 2026 | May 01, 2026 |
| Peterson Wealth Services | History | Added to | 49,675 | 21,697 | 5.36% | 6.1% | 373 | +771 | 1.58% | Q1 2026 | Apr 30, 2026 |
| RFG Advisory, LLC | History | Added to | 49,528 | 21,633 | 0.4% | 0.43% | 374 | +2,835 | 6.07% | Q1 2026 | Apr 17, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | Added to | 49,497 | 21,619 | 18.09% | 19.54% | 375 | +1,871 | 3.93% | Q1 2026 | May 08, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 49,376 | 21,566 | 6.86% | 7.58% | 376 | -354 | -0.71% | Q1 2026 | Apr 27, 2026 |
| Arista Wealth Management, LLC | History | No change | 49,193 | 21,487 | 2.62% | 2.95% | 377 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 49,056 | 21,427 | 0.41% | 0.43% | 378 | +1,924 | 4.08% | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 48,779 | 21,305 | 0.35% | 0.45% | 379 | +1,714 | 3.64% | Q1 2026 | May 18, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 48,411 | 21,145 | 3.07% | 3.4% | 380 | +51 | 0.11% | Q1 2026 | May 13, 2026 |
| Prosperity Planning, Inc. | History | Added to | 48,271 | 21,084 | 5.34% | 5.96% | 381 | +1,600 | 3.43% | Q1 2026 | Apr 10, 2026 |
| Berkshire Money Management, Inc. | History | Reduced | 48,157 | 21,034 | 2.15% | 2.54% | 382 | -6,322 | -11.6% | Q1 2026 | Apr 21, 2026 |
| CIBC Bancorp USA Inc. | History | New | 52,307 | 21,016 | 0.03% | — | 383 | +52,307 | New | Q1 2026 | May 12, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 48,026 | 20,977 | 3.31% | 3.62% | 384 | +277 | 0.58% | Q1 2026 | Apr 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 47,905 | 20,924 | 0.02% | 0.02% | 385 | -204 | -0.42% | Q1 2026 | May 14, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 47,721 | 20,844 | 5.4% | 5.95% | 386 | +1,004 | 2.15% | Q1 2026 | Apr 14, 2026 |
| Curran Financial Partners, LLC | History | Added to | 47,563 | 20,774 | 3.72% | 3.78% | 387 | +6,772 | 16.6% | Q1 2026 | Apr 15, 2026 |
| LVW Advisors, LLC | History | Reduced | 47,476 | 20,737 | 1.98% | 2.57% | 388 | -4,428 | -8.53% | Q1 2026 | Apr 20, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 47,049 | 20,550 | 4.24% | 5.01% | 389 | -1,662 | -3.41% | Q1 2026 | Apr 23, 2026 |
| Tenret Co LLC | History | Added to | 47,022 | 20,538 | 9.92% | 11.1% | 390 | +2,076 | 4.62% | Q1 2026 | May 27, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 46,857 | 20,466 | 2.15% | 2.5% | 391 | +135 | 0.29% | Q1 2026 | May 11, 2026 |
| NewEdge Wealth, LLC | History | Added to | 46,759 | 20,423 | 0.24% | 0.22% | 392 | +7,669 | 19.62% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 41,799 | 20,392 | 0.03% | 0.03% | 393 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Added to | 46,591 | 20,350 | 4.57% | 4.6% | 394 | +2,180 | 4.91% | Q1 2026 | Apr 23, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 46,499 | 20,310 | 8.82% | 9.85% | 395 | +71 | 0.15% | Q1 2026 | Apr 16, 2026 |
| BIP Wealth, LLC | History | Added to | 46,349 | 20,244 | 0.82% | 0.76% | 396 | +2,085 | 4.71% | Q1 2026 | Apr 27, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Added to | 46,260 | 20,205 | 13.4% | 14.65% | 397 | +1,720 | 3.86% | Q1 2026 | May 04, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 46,248 | 20,200 | 3.5% | 3.91% | 398 | +1,872 | 4.22% | Q1 2026 | Apr 08, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 45,496 | 19,872 | 2.77% | 5.73% | 399 | +2,121 | 4.89% | Q1 2026 | May 12, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 45,199 | 19,742 | 1.53% | 1.75% | 400 | -21 | -0.05% | Q1 2026 | May 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 44,999 | 19,655 | 0.47% | 0.44% | 401 | +8,094 | 21.93% | Q1 2026 | May 11, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 44,392 | 19,390 | 3.95% | 4.41% | 402 | -1,459 | -3.18% | Q1 2026 | Apr 14, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 44,142 | 19,280 | 4.38% | 4.8% | 403 | +431 | 0.99% | Q1 2026 | Apr 15, 2026 |
| DiPaolo Financial Group, Inc. | History | Added to | 43,789 | 19,126 | 13.92% | 17.99% | 404 | +9,146 | 26.4% | Q1 2026 | Apr 23, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 43,615 | 19,050 | 0.29% | 0.31% | 405 | -1,470 | -3.26% | Q1 2026 | Jun 22, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 43,602 | 19,044 | 4.37% | 4.74% | 406 | +748 | 1.75% | Q1 2026 | May 14, 2026 |
| Hopwood Nicholas Hunter | History | Added to | 43,488 | 18,995 | 6.04% | 6.5% | 407 | +2,532 | 6.18% | Q1 2026 | Aug 14, 2026 |
| Enclave Advisors LLC | History | Added to | 43,134 | 18,840 | 2.58% | 2.73% | 408 | +3,587 | 9.07% | Q1 2026 | Apr 13, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 43,030 | 18,795 | 1.78% | 1.94% | 409 | +1,374 | 3.3% | Q1 2026 | May 04, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 43,015 | 18,788 | 0.26% | 0.25% | 410 | +5,426 | 14.44% | Q1 2026 | May 01, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 42,871 | 18,725 | 4.81% | 5.1% | 411 | +3,149 | 7.93% | Q1 2026 | Apr 09, 2026 |
| Eagle Strategies LLC | History | Added to | 42,822 | 18,704 | 2.23% | 2.37% | 412 | +4,788 | 12.59% | Q1 2026 | Apr 20, 2026 |
| Capital Analysts, LLC | History | Added to | 42,813 | 18,700 | 0.49% | 0.54% | 413 | +3,925 | 10.09% | Q1 2026 | May 14, 2026 |
| Aspire Private Capital, LLC | History | Added to | 42,634 | 18,622 | 4.2% | 4.51% | 414 | +1,038 | 2.5% | Q1 2026 | Apr 22, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Reduced | 42,044 | 18,432 | 7.92% | 7.29% | 415 | -9,315 | -18.14% | Q1 2026 | Jun 01, 2026 |
| Aries Wealth Management | History | Added to | 42,177 | 18,422 | 4.05% | 4.37% | 416 | +1,686 | 4.16% | Q1 2026 | May 14, 2026 |
| Olistico Wealth, LLC | History | Reduced | 42,177 | 18,422 | 9.08% | 10.14% | 417 | -427 | -1.0% | Q1 2026 | Apr 08, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 42,104 | 18,390 | 5.47% | 6.01% | 418 | -1,756 | -4.0% | Q1 2026 | Apr 20, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 41,718 | 18,221 | 2.07% | 2.31% | 419 | +70 | 0.17% | Q1 2026 | Apr 21, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 41,596 | 18,168 | 0.81% | 0.89% | 420 | +2,289 | 5.82% | Q1 2026 | May 12, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 41,589 | 18,165 | 5.23% | 6.1% | 421 | +322 | 0.78% | Q1 2026 | Apr 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 41,377 | 18,073 | 0.21% | 0.25% | 422 | -898 | -2.12% | Q1 2026 | May 08, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 41,050 | 17,930 | 2.01% | 2.25% | 423 | -229 | -0.55% | Q1 2026 | May 05, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 40,942 | 17,883 | 4.32% | 4.89% | 424 | -473 | -1.14% | Q1 2026 | May 05, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 40,603 | 17,734 | 2.09% | 2.45% | 425 | +3,262 | 8.74% | Q1 2026 | Apr 30, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 40,561 | 17,716 | 8.54% | 9.87% | 426 | +686 | 1.72% | Q1 2026 | May 15, 2026 |
| Falcon Wealth Planning | History | Added to | 40,439 | 17,663 | 1.2% | 1.55% | 427 | +2,628 | 6.95% | Q1 2026 | Apr 20, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 40,209 | 17,562 | 6.13% | 6.27% | 428 | +6,978 | 21.0% | Q1 2026 | Apr 21, 2026 |
| Silicon Valley Capital Partners | History | Added to | 39,825 | 17,394 | 1.7% | 1.76% | 429 | +285 | 0.72% | Q1 2026 | May 19, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 39,707 | 17,335 | 3.75% | 3.95% | 430 | +3,698 | 10.27% | Q1 2026 | Apr 27, 2026 |
| VVR Holdings LLC | History | Added to | 39,617 | 17,304 | 8.94% | 9.9% | 431 | +581 | 1.49% | Q1 2026 | Apr 16, 2026 |
| Gemmer Asset Management LLC | History | Added to | 39,439 | 17,226 | 1.36% | 1.46% | 432 | +675 | 1.74% | Q1 2026 | Apr 22, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 39,421 | 17,218 | 0.4% | 0.47% | 433 | -640 | -1.6% | Q1 2026 | May 15, 2026 |
| FC Advisory LLC | History | Added to | 39,388 | 17,204 | 5.02% | 5.42% | 434 | +729 | 1.89% | Q1 2026 | Apr 14, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 39,121 | 17,087 | 1.49% | 1.81% | 435 | -1,224 | -3.03% | Q1 2026 | Apr 07, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 39,095 | 17,076 | 8.83% | 9.05% | 436 | +1,121 | 2.95% | Q1 2026 | May 06, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 38,655 | 16,884 | 1.27% | 1.51% | 437 | +310 | 0.81% | Q1 2026 | Apr 30, 2026 |
| SCS Capital Management LLC | History | Reduced | 38,613 | 16,865 | 0.18% | 0.2% | 438 | -436 | -1.12% | Q1 2026 | May 11, 2026 |
| Private Advisory Group LLC | History | Added to | 38,537 | 16,832 | 1.1% | 0.1% | 439 | +35,814 | 1315.24% | Q1 2026 | May 08, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 38,530 | 16,829 | 0.89% | 0.99% | 440 | +1,004 | 2.68% | Q1 2026 | Apr 13, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 38,395 | 16,770 | 2.82% | 3.7% | 441 | -6,668 | -14.8% | Q1 2026 | Apr 21, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 38,384 | 16,765 | 1.05% | 1.2% | 442 | +332 | 0.87% | Q1 2026 | Apr 27, 2026 |
| Rodgers & Associates, LTD | History | Added to | 38,382 | 16,764 | 1.71% | 1.78% | 443 | +2,433 | 6.77% | Q1 2026 | May 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 38,194 | 16,683 | 0.17% | 0.24% | 444 | -2,387 | -5.88% | Q1 2026 | May 13, 2026 |
| NOVEM GROUP | History | Added to | 37,927 | 16,566 | 1.9% | 2.1% | 445 | +501 | 1.34% | Q1 2026 | Apr 10, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 37,714 | 16,473 | 5.5% | 5.77% | 446 | +3,894 | 11.51% | Q1 2026 | May 11, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 37,517 | 16,387 | 0.43% | 0.5% | 447 | -815 | -2.13% | Q1 2026 | Apr 16, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Reduced | 37,220 | 16,257 | 7.67% | 10.14% | 448 | -15,730 | -29.71% | Q1 2026 | May 13, 2026 |
| CHILTON INVESTMENT CO INC. | History | Added to | 36,925 | 16,128 | 0.38% | 0.02% | 449 | +35,364 | 2265.47% | Q1 2026 | May 15, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 36,765 | 16,058 | 5.45% | 6.12% | 450 | +580 | 1.6% | Q1 2026 | May 04, 2026 |
| Midwest Trust Co | History | Added to | 36,628 | 15,998 | 0.2% | 0.19% | 451 | +4,892 | 15.41% | Q1 2026 | May 01, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 36,135 | 15,783 | 5.16% | 7.13% | 452 | -5,125 | -12.42% | Q1 2026 | May 14, 2026 |
| Go Invest LLC | History | Added to | 36,132 | 15,781 | 4.52% | 4.91% | 453 | +5,518 | 18.02% | Q1 2026 | Aug 05, 2026 |
| Mutual Advisors, LLC | History | Added to | 36,128 | 15,780 | 0.34% | 0.35% | 454 | +2,414 | 7.16% | Q1 2026 | May 01, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 36,104 | 15,769 | 2.04% | 2.24% | 455 | -390 | -1.07% | Q1 2026 | May 07, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 35,962 | 15,707 | 0.45% | 0.6% | 456 | -4,353 | -10.8% | Q1 2026 | May 04, 2026 |
| EMC Capital Management | History | No change | 32,079 | 15,679 | 6.96% | 6.96% | 457 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 35,821 | 15,646 | 0.96% | 1.02% | 458 | +4,663 | 14.97% | Q1 2026 | Apr 28, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 35,794 | 15,634 | 6.58% | 7.65% | 459 | -136 | -0.38% | Q1 2026 | May 11, 2026 |
| Facet Wealth, Inc. | History | Added to | 35,661 | 15,576 | 0.27% | 0.23% | 460 | +9,067 | 34.09% | Q1 2026 | May 07, 2026 |
| Addison Advisors LLC | History | Added to | 35,590 | 15,545 | 3.44% | 3.81% | 461 | +836 | 2.41% | Q1 2026 | May 08, 2026 |
| Caprock Group, LLC | History | Added to | 35,556 | 15,530 | 0.38% | 0.26% | 462 | +10,091 | 39.63% | Q1 2026 | May 11, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 35,458 | 15,487 | 0.41% | 0.45% | 463 | -65 | -0.18% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 35,438 | 15,479 | 0.36% | 0.42% | 464 | +140 | 0.4% | Q1 2026 | May 04, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 35,354 | 15,442 | 3.86% | 4.25% | 465 | +1,660 | 4.93% | Q1 2026 | May 07, 2026 |
| GenTrust, LLC | History | Reduced | 35,038 | 15,304 | 0.66% | 0.77% | 466 | -1,708 | -4.65% | Q1 2026 | Apr 27, 2026 |
| Sowell Financial Services LLC | History | Reduced | 34,761 | 15,183 | 0.56% | 0.65% | 467 | -1,458 | -4.03% | Q1 2026 | Apr 20, 2026 |
| Clarius Group, LLC | History | No change | 31,107 | 15,175 | 0.87% | 0.87% | 468 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 182,061 | 15,155 | 3.23% | 3.35% | 469 | +151,614 | 497.96% | Q1 2026 | May 01, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 34,238 | 15,134 | 1.35% | 1.49% | 470 | -236 | -0.68% | Q1 2026 | May 11, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 34,517 | 15,076 | 1.16% | 1.2% | 471 | +1,978 | 6.08% | Q1 2026 | Apr 08, 2026 |
| Payne Capital Management, LLC | History | Reduced | 34,317 | 14,989 | 4.54% | 5.38% | 472 | -629 | -1.8% | Q1 2026 | May 08, 2026 |
| SOL Capital Management CO | History | No change | 30,703 | 14,979 | 1.35% | 1.35% | 473 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 34,233 | 14,952 | 1.71% | 2.1% | 474 | -2,774 | -7.5% | Q1 2026 | Apr 15, 2026 |
| Systelligence, LLC | History | Reduced | 34,185 | 14,931 | 2.9% | 3.64% | 475 | -5,037 | -12.84% | Q1 2026 | Apr 21, 2026 |
| BLB&B Advisors, LLC | History | Added to | 34,118 | 14,902 | 0.62% | 0.59% | 476 | +5,200 | 17.98% | Q1 2026 | Apr 28, 2026 |
| DDFG, Inc | History | Reduced | 34,067 | 14,879 | 3.21% | 3.67% | 477 | -328 | -0.95% | Q1 2026 | Apr 22, 2026 |
| Oak Harvest Investment Services | History | Added to | 33,966 | 14,836 | 1.55% | 1.69% | 478 | +2,159 | 6.79% | Q1 2026 | Apr 22, 2026 |
| Karpus Management, Inc. | History | Reduced | 33,805 | 14,765 | 0.46% | 1.09% | 479 | -39,153 | -53.67% | Q1 2026 | May 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 33,666 | 14,704 | 1.16% | 1.15% | 480 | +2,357 | 7.53% | Q1 2026 | Apr 23, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 33,603 | 14,677 | 3.43% | 5.14% | 481 | -9,559 | -22.15% | Q1 2026 | Apr 24, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 33,581 | 14,667 | 0.69% | 0.73% | 482 | +2,336 | 7.48% | Q1 2026 | May 15, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 33,367 | 14,574 | 1.78% | 1.95% | 483 | +94 | 0.28% | Q1 2026 | May 05, 2026 |
| Thayer Financial, L.L.C. | History | Added to | 33,364 | 14,573 | 14.87% | 15.75% | 484 | +2,824 | 9.25% | Q1 2026 | Apr 13, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 33,319 | 14,553 | 0.09% | 0.09% | 485 | +4,264 | 14.68% | Q1 2026 | May 05, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | Added to | 33,194 | 14,498 | 7.86% | 7.97% | 486 | +2,528 | 8.24% | Q1 2026 | May 07, 2026 |
| Robinswood Financial LLC | History | Reduced | 32,818 | 14,334 | 4.51% | 5.22% | 487 | -641 | -1.92% | Q1 2026 | Jul 13, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 32,724 | 14,293 | 11.08% | 13.11% | 488 | -213 | -0.65% | Q1 2026 | Apr 07, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Added to | 32,705 | 14,285 | 4.45% | 4.59% | 489 | +1,337 | 4.26% | Q1 2026 | Apr 17, 2026 |
| Horizon Family Wealth, Inc. | History | Reduced | 32,542 | 14,214 | 7.51% | 8.56% | 490 | -416 | -1.26% | Q1 2026 | May 08, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 32,457 | 14,177 | 0.23% | 0.27% | 491 | +888 | 2.81% | Q1 2026 | Apr 22, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 32,419 | 14,160 | 0.32% | 0.34% | 492 | +818 | 2.59% | Q1 2026 | May 15, 2026 |
| Five Pine Wealth Management | History | Reduced | 32,420 | 14,160 | 8.8% | 10.22% | 493 | -249 | -0.76% | Q1 2026 | Apr 16, 2026 |
| SWP FINANCIAL LLC | History | Added to | 32,328 | 14,120 | 7.2% | 7.38% | 494 | +2,163 | 7.17% | Q1 2026 | Apr 17, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 32,269 | 14,095 | 3.99% | 4.55% | 495 | +35 | 0.11% | Q1 2026 | Apr 30, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 32,177 | 14,054 | 2.09% | 2.17% | 496 | +1,855 | 6.12% | Q1 2026 | Apr 09, 2026 |
| Prosperity Advisers, LLC | History | Added to | 31,985 | 13,970 | 11.61% | 12.7% | 497 | +455 | 1.44% | Q1 2026 | Apr 23, 2026 |
| Safir Wealth Advisors, LLC | History | Reduced | 31,834 | 13,904 | 10.06% | 10.98% | 498 | -259 | -0.81% | Q1 2026 | Apr 08, 2026 |
| Financial Connections Group, Inc. | History | Reduced | 31,799 | 13,889 | 4.83% | 5.35% | 499 | -91 | -0.29% | Q1 2026 | May 01, 2026 |
| Third View Private Wealth, LLC | History | Added to | 31,773 | 13,878 | 1.9% | 1.84% | 500 | +3,705 | 13.2% | Q1 2026 | Apr 15, 2026 |
| SouthState Bank Corp | History | Added to | 31,720 | 13,855 | 0.65% | 0.67% | 501 | +1,057 | 3.45% | Q1 2026 | May 05, 2026 |
| Junk Investment Group, LLC | History | New | 31,574 | 13,791 | 7.23% | — | 502 | +31,574 | New | Q1 2026 | May 08, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 31,528 | 13,771 | 0.51% | 0.63% | 503 | -2,749 | -8.02% | Q1 2026 | May 14, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 31,421 | 13,724 | 0.97% | 1.04% | 504 | +2,785 | 9.73% | Q1 2026 | May 14, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 31,383 | 13,708 | 10.89% | 9.88% | 505 | +3,114 | 11.02% | Q1 2026 | Apr 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 31,364 | 13,699 | 0.11% | 0.12% | 506 | +301 | 0.97% | Q1 2026 | May 01, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 31,152 | 13,607 | 3.39% | 3.59% | 507 | +1,471 | 4.96% | Q1 2026 | Apr 28, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 30,792 | 13,449 | 2.18% | 2.37% | 508 | +930 | 3.11% | Q1 2026 | Apr 15, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 30,790 | 13,448 | 4.5% | 4.91% | 509 | +498 | 1.64% | Q1 2026 | May 05, 2026 |
| Kendall Capital Management | History | Added to | 30,533 | 13,336 | 2.73% | 2.97% | 510 | +1,419 | 4.87% | Q1 2026 | Apr 24, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 30,682 | 13,329 | 0.41% | 0.45% | 511 | -213 | -0.69% | Q1 2026 | May 11, 2026 |
| Vanguard National Trust Co | History | New | 30,436 | 13,294 | 0.84% | — | 512 | +30,436 | New | Q1 2026 | May 08, 2026 |
| MCF Advisors LLC | History | Added to | 30,422 | 13,287 | 0.58% | 0.81% | 513 | +380 | 1.26% | Q1 2026 | May 11, 2026 |
| Fusion Capital, LLC | History | Added to | 30,090 | 13,142 | 3.55% | 4.08% | 514 | +321 | 1.08% | Q1 2026 | May 13, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 30,020 | 13,112 | 5.15% | 5.74% | 515 | +293 | 0.99% | Q1 2026 | May 04, 2026 |
| Procyon Advisors, LLC | History | Reduced | 29,910 | 13,064 | 0.64% | 0.8% | 516 | -3,298 | -9.93% | Q1 2026 | May 04, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 27,482 | 12,628 | 0.71% | 1.23% | 517 | -15,467 | -36.01% | Q1 2026 | Apr 17, 2026 |
| FWG Investments, LLC. | History | Added to | 28,742 | 12,554 | 7.98% | 7.5% | 518 | +4,596 | 19.03% | Q1 2026 | Apr 21, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 28,366 | 12,389 | 0.7% | 0.82% | 519 | +14,242 | 100.84% | Q1 2026 | Apr 22, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 28,353 | 12,384 | 1.41% | 1.58% | 520 | -408 | -1.42% | Q1 2026 | Apr 16, 2026 |
| NWF Advisory Services Inc. | History | Added to | 28,332 | 12,375 | 1.4% | 1.49% | 521 | +633 | 2.29% | Q1 2026 | May 04, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 28,245 | 12,341 | 1.99% | 2.46% | 522 | -925 | -3.17% | Q1 2026 | Apr 29, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 24,811 | 12,221 | 4.85% | 4.49% | 523 | +243 | 0.99% | Q1 2026 | Apr 27, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Added to | 27,852 | 12,165 | 4.45% | 4.9% | 524 | +2,355 | 9.24% | Q1 2026 | Apr 14, 2026 |
| Financial Insights, Inc. | History | Reduced | 27,656 | 12,079 | 3.91% | 4.93% | 525 | -2,469 | -8.2% | Q1 2026 | May 18, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Added to | 27,449 | 11,989 | 8.77% | 9.58% | 526 | +615 | 2.29% | Q1 2026 | May 08, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 27,365 | 11,952 | 2.43% | 2.65% | 527 | -176 | -0.64% | Q1 2026 | Apr 15, 2026 |
| FINANCIAL LIFE ADVISORS | History | Added to | 27,305 | 11,926 | 3.72% | 3.84% | 528 | +1,786 | 7.0% | Q1 2026 | Apr 29, 2026 |
| BRIGHTON SECURITIES CORP. | History | Added to | 27,225 | 11,891 | 5.73% | 5.76% | 529 | +3,305 | 13.82% | Q1 2026 | Apr 29, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 27,164 | 11,865 | 6.89% | 7.65% | 530 | +1,627 | 6.37% | Q1 2026 | May 12, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 27,072 | 11,824 | 4.71% | 5.28% | 531 | +186 | 0.69% | Q1 2026 | Apr 29, 2026 |
| STAR Financial Bank | History | Added to | 26,938 | 11,766 | 5.55% | 2.08% | 532 | +18,609 | 223.42% | Q1 2026 | May 08, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 1,042,054 | 11,759 | 0.88% | 0.93% | 533 | +3,534 | 0.34% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 26,797 | 11,704 | 0.51% | 0.63% | 534 | -636 | -2.32% | Q1 2026 | Apr 28, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 26,523 | 11,659 | 1.23% | 1.34% | 535 | +5,744 | 27.64% | Q1 2026 | Apr 23, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 26,664 | 11,646 | 0.32% | 0.37% | 536 | -248 | -0.92% | Q1 2026 | May 07, 2026 |
| Ironsides Asset Advisors, LLC | History | No change | 26,562 | 11,602 | 2.91% | 3.28% | 537 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 26,520 | 11,583 | 0.02% | 0.0% | 538 | +25,360 | 2186.21% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 26,186 | 11,437 | 0.43% | 0.55% | 539 | -4,871 | -15.68% | Q1 2026 | May 11, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 26,156 | 11,424 | 1.66% | 5.08% | 540 | -47,471 | -64.47% | Q1 2026 | Apr 21, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 26,058 | 11,381 | 0.08% | 0.11% | 541 | -503 | -1.89% | Q1 2026 | May 15, 2026 |
| Avion Wealth | History | Added to | 25,954 | 11,336 | 2.34% | 2.39% | 542 | +2,642 | 11.33% | Q1 2026 | May 01, 2026 |
| First PREMIER Bank | History | Added to | 25,937 | 11,329 | 2.62% | 2.77% | 543 | +1,205 | 4.87% | Q1 2026 | Apr 20, 2026 |
| Trek Financial, LLC | History | Reduced | 25,904 | 11,314 | 0.6% | 1.82% | 544 | -38,358 | -59.69% | Q1 2026 | May 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 25,883 | 11,305 | 0.62% | 0.7% | 545 | -52 | -0.2% | Q1 2026 | May 06, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 25,831 | 11,282 | 6.08% | 6.65% | 546 | -314 | -1.2% | Q1 2026 | May 14, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 25,801 | 11,269 | 2.84% | 2.86% | 547 | +685 | 2.73% | Q1 2026 | Apr 30, 2026 |
| Fonville Wealth Management LLC | History | Added to | 25,768 | 11,255 | 2.14% | 2.35% | 548 | +2,216 | 9.41% | Q1 2026 | Apr 20, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 25,691 | 11,221 | 0.31% | 0.49% | 549 | -12,933 | -33.48% | Q1 2026 | Apr 28, 2026 |
| Segment Wealth Management, LLC | History | No change | 25,466 | 11,123 | 0.65% | 0.72% | 550 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Visionary Wealth Advisors | History | Added to | 25,351 | 11,073 | 0.49% | 0.54% | 551 | +703 | 2.85% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 25,270 | 11,037 | 0.2% | 0.21% | 552 | +1,923 | 8.24% | Q1 2026 | Jun 02, 2026 |
| Veratis Advisors, Inc. | History | No change | 24,081 | 11,034 | 8.73% | 8.73% | 553 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CWS Financial Advisors, LLC | History | Reduced | 25,248 | 11,028 | 2.83% | 3.43% | 554 | -630 | -2.43% | Q1 2026 | Apr 27, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 25,181 | 10,998 | 3.28% | 3.3% | 555 | +2,643 | 11.73% | Q1 2026 | May 05, 2026 |
| Lansing Street Advisors | History | Reduced | 25,134 | 10,978 | 2.76% | 3.46% | 556 | -2,609 | -9.4% | Q1 2026 | Apr 28, 2026 |
| Brio Consultants, LLC | History | Added to | 129,986 | 10,959 | 1.34% | 1.37% | 557 | +108,407 | 502.37% | Q1 2026 | May 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 25,030 | 10,933 | 0.09% | 0.09% | 558 | +2,417 | 10.69% | Q1 2026 | Apr 07, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 25,019 | 10,929 | 0.87% | 0.89% | 559 | +1,801 | 7.76% | Q1 2026 | May 15, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Reduced | 24,950 | 10,897 | 2.59% | 3.07% | 560 | -726 | -2.83% | Q1 2026 | Apr 22, 2026 |
| Mechanics Bank Trust Department | History | Added to | 24,821 | 10,841 | 1.5% | 1.56% | 561 | +326 | 1.33% | Q1 2026 | Apr 09, 2026 |
| Maridea Wealth Management LLC | History | Added to | 24,770 | 10,819 | 1.57% | 1.77% | 562 | +567 | 2.34% | Q1 2026 | Apr 21, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 24,754 | 10,812 | 0.79% | 0.81% | 563 | +1,369 | 5.85% | Q1 2026 | May 05, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 24,740 | 10,806 | 0.76% | 0.66% | 564 | -814 | -3.19% | Q1 2026 | May 11, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Reduced | 24,655 | 10,769 | 6.49% | 8.6% | 565 | -3,319 | -11.86% | Q1 2026 | May 05, 2026 |
| Leo Wealth, LLC | History | Reduced | 24,555 | 10,725 | 0.78% | 0.89% | 566 | -736 | -2.91% | Q1 2026 | May 05, 2026 |
| MTC Wealth Management LLC | History | Added to | 24,543 | 10,720 | 5.09% | 3.96% | 567 | +7,249 | 41.92% | Q1 2026 | May 04, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 24,308 | 10,617 | 0.44% | 0.42% | 568 | +638 | 2.7% | Q1 2026 | May 14, 2026 |
| Level Financial Advisors | History | Added to | 24,284 | 10,607 | 2.71% | 2.69% | 569 | +3,394 | 16.25% | Q1 2026 | Apr 10, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 24,210 | 10,574 | 0.41% | 0.44% | 570 | +172 | 0.72% | Q1 2026 | May 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 24,136 | 10,542 | 0.18% | 0.21% | 571 | +1,065 | 4.62% | Q1 2026 | Apr 20, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 24,106 | 10,529 | 4.46% | 4.56% | 572 | +2,155 | 9.82% | Q1 2026 | Apr 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 24,090 | 10,522 | 0.41% | 0.93% | 573 | +7,037 | 41.27% | Q1 2026 | May 15, 2026 |
| Cassilly Financial Group LLC | History | Added to | 24,008 | 10,486 | 9.1% | 10.02% | 574 | +784 | 3.38% | Q1 2026 | Apr 10, 2026 |
| Nabity-Jensen Investment Management Inc | History | Reduced | 23,986 | 10,476 | 7.27% | 7.99% | 575 | -194 | -0.8% | Q1 2026 | Apr 21, 2026 |
| rebel Financial LLC | History | Reduced | 23,971 | 10,470 | 4.54% | 5.1% | 576 | -476 | -1.95% | Q1 2026 | Apr 24, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 23,775 | 10,384 | 0.78% | 0.88% | 577 | -542 | -2.23% | Q1 2026 | May 04, 2026 |
| Smith Partners Wealth Management, LLC | History | Added to | 23,771 | 10,383 | 9.3% | 10.18% | 578 | +1,083 | 4.77% | Q1 2026 | May 11, 2026 |
| GLR Partners, LLC | History | New | 23,621 | 10,317 | 5.63% | — | 579 | +23,621 | New | Q1 2026 | May 13, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 23,599 | 10,307 | 6.18% | 6.81% | 580 | +1,401 | 6.31% | Q1 2026 | Apr 27, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 23,558 | 10,289 | 1.48% | 1.7% | 581 | -209 | -0.88% | Q1 2026 | May 13, 2026 |
| Prostatis Group LLC | History | Reduced | 23,554 | 10,287 | 2.63% | 3.04% | 582 | -2,541 | -9.74% | Q1 2026 | May 12, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 23,223 | 10,143 | 0.59% | 0.67% | 583 | +8 | 0.03% | Q1 2026 | Apr 30, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 23,156 | 10,114 | 0.65% | 0.55% | 584 | -1,067 | -4.4% | Q1 2026 | May 08, 2026 |
| Hofer & Associates. Inc | History | Added to | 23,124 | 10,100 | 5.43% | 5.88% | 585 | +366 | 1.61% | Q1 2026 | Apr 21, 2026 |
| Register Financial Advisors LLC | History | Added to | 22,987 | 10,040 | 3.71% | 4.19% | 586 | +904 | 4.09% | Q1 2026 | Apr 15, 2026 |
| Bath Savings Trust Co | History | Reduced | 22,855 | 9,982 | 1.07% | 1.11% | 587 | -5 | -0.02% | Q1 2026 | Apr 07, 2026 |
| Petix & Botte Co | History | Reduced | 22,848 | 9,979 | 2.22% | 2.54% | 588 | -110 | -0.48% | Q1 2026 | Apr 30, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 22,830 | 9,971 | 2.92% | 3.29% | 589 | +496 | 2.22% | Q1 2026 | Apr 16, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 22,628 | 9,883 | 0.79% | 1.01% | 590 | -2,677 | -10.58% | Q1 2026 | May 15, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 22,297 | 9,811 | 0.36% | 0.45% | 591 | +16,503 | 284.83% | Q1 2026 | May 14, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 22,342 | 9,758 | 2.87% | 3.44% | 592 | -2,894 | -11.47% | Q1 2026 | Apr 21, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 112,314 | 9,753 | 0.96% | 1.27% | 593 | +92,552 | 468.33% | Q1 2026 | May 12, 2026 |
| NFSG Corp | History | Added to | 22,299 | 9,739 | 1.6% | 1.49% | 594 | +2,683 | 13.68% | Q1 2026 | May 05, 2026 |
| BBR PARTNERS, LLC | History | Added to | 22,253 | 9,719 | 0.54% | 0.05% | 595 | +20,513 | 1178.91% | Q1 2026 | May 12, 2026 |
| Essex Financial Services, Inc. | History | Added to | 22,207 | 9,699 | 0.54% | 0.62% | 596 | +42 | 0.19% | Q1 2026 | Apr 24, 2026 |
| LifeGoal Investments, LLC | History | Added to | 21,960 | 9,698 | 5.55% | 7.05% | 597 | +278 | 1.28% | Q1 2026 | Apr 14, 2026 |
| ERn Financial, LLC | History | Reduced | 22,169 | 9,683 | 1.82% | 2.04% | 598 | -55 | -0.25% | Q1 2026 | Apr 24, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 22,153 | 9,676 | 3.14% | 3.73% | 599 | -1,778 | -7.43% | Q1 2026 | Apr 21, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 22,086 | 9,646 | 0.79% | 0.72% | 600 | +4,757 | 27.45% | Q1 2026 | Apr 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 21,997 | 9,607 | 0.48% | 0.55% | 601 | +182 | 0.83% | Q1 2026 | Apr 23, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 20,415 | 9,580 | 0.51% | 0.48% | 602 | -769 | -3.63% | Q1 2026 | May 12, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 21,783 | 9,514 | 2.09% | 2.9% | 603 | -4,901 | -18.37% | Q1 2026 | Apr 27, 2026 |
| Agate Pass Investment Management, LLC | History | Reduced | 21,777 | 9,511 | 3.72% | 4.03% | 604 | -460 | -2.07% | Q1 2026 | Apr 07, 2026 |
| Riverview Capital Advisers, LLC | History | Added to | 21,708 | 9,481 | 3.16% | 2.93% | 605 | +1,845 | 9.29% | Q1 2026 | May 13, 2026 |
| Claris Financial LLC | History | Added to | 21,588 | 9,429 | 5.16% | 5.56% | 606 | +180 | 0.84% | Q1 2026 | May 18, 2026 |
| HORIZON BANCORP INC /IN/ | History | Added to | 21,578 | 9,425 | 4.53% | 5.05% | 607 | +322 | 1.51% | Q1 2026 | Apr 22, 2026 |
| Keystone Financial Group | History | Added to | 21,468 | 9,360 | 0.64% | 0.76% | 608 | +447 | 2.13% | Q1 2026 | May 13, 2026 |
| Mathes Company, Inc. | History | No change | 21,275 | 9,293 | 3.4% | 3.7% | 609 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 111,283 | 9,291 | 3.1% | 2.86% | 610 | +93,729 | 533.95% | Q1 2026 | Apr 28, 2026 |
| Woodside Wealth Management LLC | History | Reduced | 21,234 | 9,274 | 7.24% | 8.12% | 611 | -1,059 | -4.75% | Q1 2026 | Apr 13, 2026 |
| Rolek Wealth Management LLC | History | Reduced | 21,155 | 9,240 | 6.63% | 39.97% | 612 | -98,340 | -82.3% | Q1 2026 | Apr 22, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 109,504 | 9,232 | 2.07% | 1.91% | 613 | +93,270 | 574.53% | Q1 2026 | May 08, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 21,104 | 9,218 | 0.74% | 0.86% | 614 | -6 | -0.03% | Q1 2026 | May 13, 2026 |
| Royal Fund Management, LLC | History | Reduced | 20,983 | 9,197 | 0.87% | 0.95% | 615 | -470 | -2.19% | Q1 2026 | May 19, 2026 |
| Tide Cove Capital Partners LLC | History | Added to | 110,636 | 9,186 | 6.25% | 7.32% | 616 | +88,309 | 395.53% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 112,511 | 9,169 | 0.59% | 0.56% | 618 | +95,732 | 570.55% | Q1 2026 | Apr 22, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 20,993 | 9,169 | 0.34% | 0.35% | 617 | -49 | -0.23% | Q1 2026 | May 07, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 20,977 | 9,162 | 5.45% | 6.09% | 619 | +1,947 | 10.23% | Q1 2026 | May 12, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 20,935 | 9,144 | 0.65% | 0.04% | 620 | +20,314 | 3271.18% | Q1 2026 | May 15, 2026 |
| Freedom Financial Partners LLC | History | Added to | 20,840 | 9,102 | 3.24% | 3.66% | 621 | +216 | 1.05% | Q1 2026 | Apr 16, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 20,707 | 9,044 | 0.73% | 0.79% | 622 | -518 | -2.44% | Q1 2026 | Apr 06, 2026 |
| BRIGHTON JONES LLC | History | New | 20,697 | 9,040 | 0.2% | — | 623 | +20,697 | New | Q1 2026 | Aug 06, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 20,663 | 9,025 | 2.82% | 3.07% | 624 | +825 | 4.16% | Q1 2026 | Apr 10, 2026 |
| DRAVO BAY LLC | History | Added to | 20,649 | 9,019 | 3.66% | 4.05% | 625 | +670 | 3.35% | Q1 2026 | May 07, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 20,543 | 8,972 | 0.4% | 0.46% | 626 | -268 | -1.29% | Q1 2026 | Apr 09, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 20,479 | 8,945 | 0.04% | 0.05% | 627 | -3,854 | -15.84% | Q1 2026 | May 07, 2026 |
| FineMark National Bank & Trust | History | No change | 18,307 | 8,931 | 0.28% | 0.28% | 628 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 20,335 | 8,882 | 0.21% | 0.22% | 629 | -143 | -0.7% | Q1 2026 | May 08, 2026 |
| GoalFusion Wealth Management, LLC | History | Added to | 20,329 | 8,879 | 4.03% | 4.08% | 630 | +2,247 | 12.43% | Q1 2026 | Apr 14, 2026 |
| StoneX Group Inc. | History | Reduced | 20,338 | 8,875 | 0.48% | 0.85% | 631 | -19,861 | -49.41% | Q1 2026 | May 14, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Added to | 20,184 | 8,816 | 5.71% | 6.21% | 632 | +15 | 0.07% | Q1 2026 | Apr 20, 2026 |
| Latigo Investments, LLC | History | Reduced | 13,526 | 8,812 | 4.39% | 4.84% | 633 | -6,649 | -32.96% | Q1 2026 | May 06, 2026 |
| Capital Planning LLC | History | Added to | 20,143 | 8,798 | 2.86% | 2.32% | 634 | +3,085 | 18.09% | Q1 2026 | Apr 29, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 20,129 | 8,795 | 0.09% | 0.09% | 635 | +3,540 | 21.34% | Q1 2026 | May 12, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 20,106 | 8,782 | 0.53% | 0.59% | 636 | +126 | 0.63% | Q1 2026 | May 13, 2026 |
| Kure Advisory, LLC | History | Added to | 19,928 | 8,704 | 4.74% | 5.18% | 637 | +935 | 4.92% | Q1 2026 | Apr 16, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 19,806 | 8,651 | 0.26% | 0.06% | 638 | +15,811 | 395.77% | Q1 2026 | Apr 16, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 19,754 | 8,628 | 0.17% | 0.34% | 639 | -15,733 | -44.33% | Q1 2026 | Apr 14, 2026 |
| Madison Park Capital Advisors, LLC | History | Reduced | 19,720 | 8,613 | 6.77% | 8.01% | 640 | -524 | -2.59% | Q1 2026 | Apr 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 19,712 | 8,610 | 0.05% | 0.06% | 641 | -787 | -3.84% | Q1 2026 | May 15, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 19,649 | 8,582 | 3.37% | 3.61% | 642 | +1,488 | 8.19% | Q1 2026 | May 14, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 19,628 | 8,573 | 0.39% | 0.45% | 643 | -63 | -0.32% | Q1 2026 | Jun 08, 2026 |
| Fiduciary Alliance LLC | History | Added to | 17,608 | 8,551 | 0.52% | 0.4% | 644 | +5,170 | 41.57% | Q1 2026 | Apr 20, 2026 |
| St. Louis Trust Co | History | Added to | 19,400 | 8,473 | 0.99% | 0.92% | 645 | +2,960 | 18.0% | Q1 2026 | May 14, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 19,396 | 8,471 | 2.41% | 2.67% | 646 | +1,571 | 8.81% | Q1 2026 | Apr 27, 2026 |
| CPA Asset Management Group, LLC | History | Added to | 19,380 | 8,464 | 2.84% | 2.59% | 647 | +4,263 | 28.2% | Q1 2026 | May 05, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 19,260 | 8,412 | 0.67% | 0.77% | 648 | +2,642 | 15.9% | Q1 2026 | Apr 16, 2026 |
| Dentgroup LLC | History | No change | 17,229 | 8,405 | 5.77% | 5.77% | 649 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| M Holdings Securities, Inc. | History | Added to | 83,665 | 8,393 | 0.57% | 0.57% | 650 | +67,386 | 413.94% | Q1 2026 | May 12, 2026 |
| GSG Advisors LLC | History | Added to | 19,075 | 8,331 | 2.16% | 2.13% | 651 | +2,151 | 12.71% | Q1 2026 | May 13, 2026 |
| Wind River Trust Co | History | No change | 19,070 | 8,329 | 3.14% | 3.47% | 652 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aspen Wealth Management LLC | History | Added to | 19,064 | 8,326 | 1.66% | 1.74% | 653 | +2,124 | 12.54% | Q1 2026 | Apr 01, 2026 |
| Rinkey Investments | History | Added to | 19,025 | 8,309 | 2.13% | 2.25% | 654 | +877 | 4.83% | Q1 2026 | May 11, 2026 |
| Apex Wealth Management, LLC | History | Added to | 19,002 | 8,299 | 5.69% | 5.46% | 655 | +7,913 | 71.36% | Q1 2026 | Apr 15, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 18,962 | 8,282 | 0.63% | 0.58% | 656 | +3,161 | 20.01% | Q1 2026 | May 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 18,906 | 8,258 | 0.24% | 0.27% | 657 | -69 | -0.36% | Q1 2026 | Apr 21, 2026 |
| Csenge Advisory Group | History | Reduced | 18,899 | 8,254 | 0.38% | 0.42% | 658 | -318 | -1.65% | Q1 2026 | Apr 30, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 16,740 | 8,244 | 0.56% | 0.56% | 659 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CGN Advisors LLC | History | Reduced | 18,844 | 8,230 | 0.65% | 0.74% | 660 | -260 | -1.36% | Q1 2026 | Apr 13, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 18,813 | 8,217 | 4.86% | 3.48% | 661 | +6,118 | 48.19% | Q1 2026 | Apr 07, 2026 |
| Peak Retirement Planning, Inc. | History | Reduced | 18,761 | 8,194 | 1.63% | 2.67% | 662 | -4,585 | -19.64% | Q1 2026 | May 11, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 18,663 | 8,151 | 4.07% | 4.51% | 663 | +381 | 2.08% | Q1 2026 | Apr 21, 2026 |
| Sigma Planning Corp | History | Added to | 18,656 | 8,148 | 0.23% | 0.24% | 664 | +1,076 | 6.12% | Q1 2026 | May 04, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 18,583 | 8,116 | 1.02% | 1.22% | 665 | +506 | 2.8% | Q1 2026 | Apr 16, 2026 |
| Kassira Wealth Management LLC | History | Reduced | 18,583 | 8,116 | 7.45% | 8.75% | 666 | -332 | -1.76% | Q1 2026 | Apr 30, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 18,560 | 8,106 | 0.67% | 0.76% | 667 | -228 | -1.21% | Q1 2026 | May 06, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 18,550 | 8,102 | 2.22% | 2.54% | 668 | -387 | -2.04% | Q1 2026 | May 11, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 18,376 | 8,026 | 0.27% | 0.31% | 669 | +78 | 0.43% | Q1 2026 | Apr 17, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 18,373 | 8,025 | 0.92% | 0.85% | 670 | +3,341 | 22.23% | Q1 2026 | May 14, 2026 |
| WESBANCO BANK INC | History | Added to | 18,356 | 8,017 | 0.22% | 0.13% | 671 | +8,950 | 95.15% | Q1 2026 | Apr 21, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 18,320 | 8,001 | 1.57% | 3.23% | 672 | -13,131 | -41.75% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 18,299 | 7,992 | 0.14% | 0.1% | 673 | +6,686 | 57.57% | Q1 2026 | May 04, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 18,265 | 7,977 | 0.01% | 0.02% | 674 | -18,705 | -50.6% | Q1 2026 | May 14, 2026 |
| CUMBERLAND ADVISORS INC | History | Added to | 18,253 | 7,972 | 3.12% | 3.37% | 675 | +50 | 0.27% | Q1 2026 | Apr 27, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 18,216 | 7,956 | 1.59% | 1.99% | 676 | -877 | -4.59% | Q1 2026 | May 01, 2026 |
| Spire Wealth Management | History | Added to | 18,166 | 7,934 | 0.27% | 0.26% | 677 | +2,365 | 14.97% | Q1 2026 | Apr 22, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 18,046 | 7,882 | 5.44% | 5.5% | 679 | +439 | 2.49% | Q1 2026 | May 07, 2026 |
| Curi Capital, LLC | History | Reduced | 18,045 | 7,882 | 0.14% | 0.16% | 678 | -399 | -2.16% | Q1 2026 | May 15, 2026 |
| WealthShield Partners, LLC | History | Added to | 18,037 | 7,878 | 0.88% | 0.95% | 680 | +309 | 1.74% | Q1 2026 | May 01, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 18,002 | 7,863 | 0.37% | 0.39% | 681 | +682 | 3.94% | Q1 2026 | May 18, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 17,987 | 7,856 | 0.8% | 1.22% | 682 | -5,369 | -22.99% | Q1 2026 | May 15, 2026 |
| Tower View Wealth Management LLC | History | Added to | 17,838 | 7,791 | 4.0% | 4.27% | 683 | +146 | 0.83% | Q1 2026 | Apr 20, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 17,813 | 7,780 | 0.45% | 0.49% | 684 | -210 | -1.17% | Q1 2026 | Apr 20, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 17,797 | 7,773 | 0.41% | 0.45% | 685 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PLANWISER FINANCIAL, LLC | History | Added to | 15,861 | 7,702 | 5.58% | 4.35% | 686 | +3,665 | 30.05% | Q1 2026 | May 12, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 18,030 | 7,646 | 0.06% | — | 687 | +18,030 | New | Q1 2026 | May 12, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 17,505 | 7,645 | 0.3% | 0.27% | 688 | +223 | 1.29% | Q1 2026 | May 15, 2026 |
| XY Planning Network, Inc. | History | Added to | 17,204 | 7,596 | 1.21% | 1.22% | 689 | +2,858 | 19.92% | Q1 2026 | Apr 14, 2026 |
| Clarus Wealth Advisors | History | Added to | 17,041 | 7,581 | 3.23% | 3.39% | 690 | +395 | 2.37% | Q1 2026 | Apr 08, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 17,301 | 7,556 | 0.11% | 0.13% | 691 | -543 | -3.04% | Q1 2026 | Apr 17, 2026 |
| Abbot Financial Management, Inc. | History | Reduced | 17,297 | 7,555 | 3.16% | 3.51% | 692 | -44 | -0.25% | Q1 2026 | May 13, 2026 |
| Bonfire Financial | History | Reduced | 17,295 | 7,554 | 5.68% | 6.54% | 693 | -657 | -3.66% | Q1 2026 | May 06, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 17,222 | 7,522 | 0.24% | 0.26% | 694 | +2,782 | 19.27% | Q1 2026 | May 07, 2026 |
| Squarepoint Ops LLC | History | Added to | 17,212 | 7,518 | 0.01% | 0.0% | 695 | +8,054 | 87.94% | Q1 2026 | May 15, 2026 |
| Valpey Financial Services, LLC | History | Added to | 17,161 | 7,496 | 4.88% | 5.21% | 696 | +417 | 2.49% | Q1 2026 | May 11, 2026 |
| M3 Advisory Group, LLC | History | Added to | 17,159 | 7,495 | 4.62% | 5.0% | 697 | +336 | 2.0% | Q1 2026 | Apr 22, 2026 |
| Northstar Group, Inc. | History | Reduced | 17,096 | 7,467 | 1.06% | 1.15% | 698 | -256 | -1.48% | Q1 2026 | Apr 28, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 17,076 | 7,458 | 0.24% | 0.27% | 699 | -66 | -0.39% | Q1 2026 | May 14, 2026 |
| Asset Advisory Group, Inc. | History | Added to | 17,030 | 7,438 | 3.73% | 4.1% | 700 | +194 | 1.15% | Q1 2026 | Apr 16, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 16,959 | 7,407 | 1.06% | 1.12% | 701 | +914 | 5.7% | Q1 2026 | Apr 27, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 16,924 | 7,392 | 0.38% | 0.42% | 702 | +537 | 3.28% | Q1 2026 | May 15, 2026 |
| LongView Wealth Management | History | Reduced | 15,503 | 7,390 | 1.86% | 1.88% | 703 | -306 | -1.94% | Q1 2026 | Apr 15, 2026 |
| Emerald Advisors, LLC | History | Reduced | 16,909 | 7,385 | 0.91% | 1.13% | 704 | -188 | -1.1% | Q1 2026 | Apr 23, 2026 |
| SNS Financial Group, LLC | History | Reduced | 16,892 | 7,378 | 0.64% | 0.73% | 705 | -404 | -2.34% | Q1 2026 | Apr 14, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 16,888 | 7,376 | 1.52% | 1.25% | 706 | +5,247 | 45.07% | Q1 2026 | May 12, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 16,819 | 7,346 | 1.16% | 1.26% | 707 | +2,824 | 20.18% | Q1 2026 | Apr 17, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | No change | 16,714 | 7,300 | 1.38% | 1.58% | 708 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Scott & Selber, Inc. | History | Reduced | 16,669 | 7,280 | 1.88% | 2.09% | 709 | -379 | -2.22% | Q1 2026 | Apr 16, 2026 |
| NorthRock Partners, LLC | History | Added to | 99,802 | 7,265 | 0.12% | 0.12% | 710 | +84,775 | 564.15% | Q1 2026 | May 15, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 83,070 | 7,213 | 0.14% | 0.12% | 711 | +72,014 | 651.36% | Q1 2026 | May 11, 2026 |
| Capital Management Associates, Inc | History | Added to | 16,460 | 7,189 | 1.63% | 1.69% | 712 | +833 | 5.33% | Q1 2026 | Apr 22, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 16,449 | 7,184 | 0.65% | 0.56% | 713 | -2,899 | -14.98% | Q1 2026 | May 14, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 16,355 | 7,143 | 1.37% | 2.85% | 714 | -13,968 | -46.06% | Q1 2026 | May 12, 2026 |
| Campbell Deegan Wealth Management, LLC | History | Reduced | 16,279 | 7,110 | 5.69% | 6.51% | 715 | -255 | -1.54% | Q1 2026 | May 08, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Added to | 16,261 | 7,102 | 4.16% | 4.49% | 716 | +300 | 1.88% | Q1 2026 | Apr 17, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 16,169 | 7,062 | 0.19% | 0.2% | 717 | +64 | 0.4% | Q1 2026 | Apr 27, 2026 |
| Krane Financial Solutions LLC | History | New | 16,095 | 7,030 | 4.78% | — | 718 | +16,095 | New | Q1 2026 | May 29, 2026 |
| Talon Private Wealth, LLC | History | New | 16,069 | 7,019 | 0.93% | — | 719 | +16,069 | New | Q1 2026 | May 15, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 14,714 | 7,014 | 0.95% | 1.16% | 720 | +2,336 | 18.87% | Q1 2026 | May 11, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Reduced | 16,030 | 7,001 | 0.05% | 0.07% | 721 | -17,094 | -51.61% | Q1 2026 | May 14, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 16,009 | 6,990 | 0.93% | 0.83% | 722 | +5,131 | 47.17% | Q1 2026 | Apr 08, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 16,005 | 6,990 | 2.62% | 2.84% | 723 | -144 | -0.89% | Q1 2026 | May 08, 2026 |
| VICUS CAPITAL | History | Added to | 15,915 | 6,951 | 0.51% | 0.56% | 724 | +697 | 4.58% | Q1 2026 | Apr 22, 2026 |
| Cascades Capital Asset Management, LLC | History | Added to | 15,913 | 6,950 | 2.91% | 3.19% | 725 | +284 | 1.82% | Q1 2026 | May 15, 2026 |
| Simmons Bank | History | Reduced | 15,903 | 6,945 | 0.47% | 0.54% | 726 | -636 | -3.85% | Q1 2026 | Apr 23, 2026 |
| CDKV HOLDINGS LLC | History | Added to | 15,836 | 6,917 | 6.07% | 5.01% | 727 | +3,550 | 28.89% | Q1 2026 | May 01, 2026 |
| Capital Advisor Network LLC | History | New | 15,733 | 6,872 | 9.62% | — | 728 | +15,733 | New | Q1 2026 | Aug 06, 2026 |
| Pandora Wealth, Inc. | History | No change | 14,071 | 6,864 | 4.17% | 4.17% | 729 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Disciplined Investments, LLC | History | Reduced | 15,715 | 6,863 | 2.46% | 2.96% | 730 | -76 | -0.48% | Q1 2026 | May 12, 2026 |
| Ted Buchan & Co | History | Reduced | 15,642 | 6,832 | 2.48% | 4.03% | 731 | -6,852 | -30.46% | Q1 2026 | May 14, 2026 |
| MA Private Wealth | History | Added to | 15,612 | 6,819 | 1.15% | 1.27% | 732 | +10 | 0.06% | Q1 2026 | May 07, 2026 |
| LightSquare Wealth Management, LLC | History | New | 15,595 | 6,811 | 5.1% | — | 733 | +15,595 | New | Q1 2026 | May 11, 2026 |
| WEST BANCORPORATION INC | History | Added to | 15,554 | 6,793 | 3.39% | 3.49% | 734 | +1,915 | 14.04% | Q1 2026 | Apr 23, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 15,378 | 6,717 | 0.45% | 0.56% | 735 | -1,468 | -8.71% | Q1 2026 | May 12, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 15,403 | 6,716 | 3.06% | 3.89% | 737 | -2,152 | -12.26% | Q1 2026 | Apr 22, 2026 |
| Wedmont Private Capital | History | Added to | 14,700 | 6,716 | 0.22% | 0.22% | 736 | +1,834 | 14.25% | Q1 2026 | Apr 09, 2026 |
| Pine Harbor Wealth Management, LLC | History | Reduced | 15,342 | 6,701 | 2.0% | 2.3% | 738 | -33 | -0.21% | Q1 2026 | Apr 28, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 15,308 | 6,686 | 1.56% | 1.72% | 739 | +13 | 0.08% | Q1 2026 | Apr 17, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 15,139 | 6,612 | 1.3% | 1.67% | 740 | -2,790 | -15.56% | Q1 2026 | May 13, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Reduced | 15,082 | 6,587 | 4.85% | 5.47% | 741 | -203 | -1.33% | Q1 2026 | Apr 22, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 15,031 | 6,565 | 3.54% | 4.49% | 742 | -1,525 | -9.21% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 29,467 | 6,555 | 0.25% | 0.35% | 743 | +13,925 | 89.6% | Q1 2026 | Jun 18, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 14,946 | 6,528 | 0.85% | 0.89% | 744 | -564 | -3.64% | Q1 2026 | Apr 10, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 14,941 | 6,525 | 0.31% | 0.32% | 745 | +1,402 | 10.36% | Q1 2026 | Apr 28, 2026 |
| Alexis Investment Partners, LLC | History | Added to | 15,523 | 6,519 | 4.49% | 2.31% | 747 | +2,918 | 23.15% | Q1 2026 | Apr 24, 2026 |
| Cohen Klingenstein LLC | History | Added to | 14,925 | 6,519 | 0.21% | 0.22% | 746 | +74 | 0.5% | Q1 2026 | Apr 15, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 14,915 | 6,514 | 0.91% | 1.06% | 748 | -1,114 | -6.95% | Q1 2026 | May 15, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Reduced | 14,901 | 6,508 | 1.58% | 1.8% | 749 | -488 | -3.17% | Q1 2026 | May 13, 2026 |
| NCM Capital Management, LLC | History | Added to | 14,894 | 6,505 | 2.33% | 2.62% | 750 | +397 | 2.74% | Q1 2026 | May 15, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 14,888 | 6,502 | 3.52% | 3.66% | 751 | +1,080 | 7.82% | Q1 2026 | May 12, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 14,884 | 6,501 | 5.97% | 6.59% | 752 | +44 | 0.3% | Q1 2026 | Apr 08, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 14,859 | 6,490 | 0.69% | 0.63% | 753 | +2,652 | 21.73% | Q1 2026 | May 13, 2026 |
| Motiv8 Investments LLC | History | No change | 13,190 | 6,435 | 3.51% | 3.51% | 754 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IMC-Chicago, LLC | History | New | 14,717 | 6,428 | 0.0% | — | 755 | +14,717 | New | Q1 2026 | May 05, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 14,651 | 6,399 | 1.78% | 2.08% | 756 | -1,089 | -6.92% | Q1 2026 | Apr 22, 2026 |
| Security Financial Services, INC. | History | Added to | 14,628 | 6,389 | 1.01% | 1.12% | 757 | +3 | 0.02% | Q1 2026 | May 27, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 14,599 | 6,376 | 4.48% | 4.64% | 758 | +1 | 0.01% | Q1 2026 | May 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 14,577 | 6,367 | 0.34% | 0.04% | 759 | +13,113 | 895.7% | Q1 2026 | Apr 16, 2026 |
| MSH Capital Advisors LLC | History | Added to | 14,564 | 6,361 | 1.35% | 1.24% | 760 | +2,652 | 22.26% | Q1 2026 | May 08, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 14,527 | 6,345 | 0.6% | 0.6% | 761 | +1,981 | 15.79% | Q1 2026 | Apr 15, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 14,478 | 6,323 | 0.35% | 0.42% | 762 | -95 | -0.65% | Q1 2026 | May 14, 2026 |
| Advisory Alpha, LLC | History | Reduced | 14,372 | 6,278 | 0.17% | 0.19% | 763 | -121 | -0.83% | Q1 2026 | May 14, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 14,216 | 6,210 | 1.59% | 1.59% | 764 | +255 | 1.83% | Q1 2026 | Apr 28, 2026 |
| OneAscent Financial Services LLC | History | Added to | 14,192 | 6,198 | 0.34% | 0.5% | 765 | +3,003 | 26.84% | Q1 2026 | Apr 21, 2026 |
| FF Advisors,LLC | History | Added to | 75,306 | 6,178 | 2.5% | 2.41% | 766 | +64,221 | 579.35% | Q1 2026 | Apr 27, 2026 |
| 55 North Private Wealth, LLC | History | Reduced | 14,101 | 6,159 | 1.58% | 1.86% | 767 | -330 | -2.29% | Q1 2026 | Apr 17, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 14,072 | 6,146 | 1.17% | 1.06% | 768 | -263 | -1.83% | Q1 2026 | May 11, 2026 |
| Capital Planning Advisors, LLC | History | Reduced | 14,045 | 6,134 | 0.89% | 0.94% | 769 | -349 | -2.42% | Q1 2026 | May 14, 2026 |
| Journey Beyond Wealth, LLC | History | Added to | 14,036 | 6,130 | 5.26% | 5.3% | 770 | +385 | 2.82% | Q1 2026 | Apr 28, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 13,893 | 6,068 | 3.8% | 1.75% | 771 | +42 | 0.3% | Q1 2026 | May 01, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 13,847 | 6,048 | 0.09% | 0.1% | 772 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 69,558 | 6,040 | 2.65% | 2.62% | 774 | +57,947 | 499.07% | Q1 2026 | May 11, 2026 |
| Valmark Advisers, Inc. | History | Added to | 13,829 | 6,040 | 0.07% | 0.08% | 773 | +953 | 7.4% | Q1 2026 | May 01, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 13,821 | 6,036 | 0.26% | 0.12% | 775 | +7,565 | 120.92% | Q1 2026 | May 06, 2026 |
| SMITH, MOORE & CO. | History | Added to | 13,782 | 6,019 | 0.44% | 0.49% | 776 | +492 | 3.7% | Q1 2026 | May 05, 2026 |
| Ironwood Financial, llc | History | Added to | 13,654 | 5,963 | 1.04% | 0.54% | 777 | +7,214 | 112.02% | Q1 2026 | Apr 16, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 13,604 | 5,942 | 0.03% | 0.04% | 778 | -180 | -1.31% | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 13,500 | 5,896 | 0.15% | 0.13% | 779 | +3,583 | 36.13% | Q1 2026 | Apr 07, 2026 |
| Compton Wealth Advisory Group, LLC | History | Reduced | 13,277 | 5,862 | 1.31% | 1.43% | 780 | -88 | -0.66% | Q1 2026 | Apr 14, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 13,408 | 5,853 | 5.22% | — | 781 | +13,408 | New | Q1 2026 | May 07, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 13,241 | 5,783 | 0.22% | 0.17% | 782 | +2,530 | 23.62% | Q1 2026 | Apr 21, 2026 |
| May Barnhard Investments LLC | History | Added to | 13,136 | 5,738 | 2.79% | 2.54% | 783 | +2,137 | 19.43% | Q1 2026 | May 13, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 13,126 | 5,733 | 5.55% | 5.91% | 784 | 0 | 0.0% | Q1 2026 | Jun 11, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 13,079 | 5,712 | 0.94% | 1.11% | 785 | -95 | -0.72% | Q1 2026 | May 08, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 13,073 | 5,710 | 0.65% | 0.74% | 786 | -208 | -1.57% | Q1 2026 | May 15, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 13,061 | 5,704 | 0.5% | 0.53% | 787 | +250 | 1.95% | Q1 2026 | Apr 15, 2026 |
| Manuka Financial, LLC | History | Reduced | 13,040 | 5,695 | 3.52% | 3.98% | 788 | -113 | -0.86% | Q1 2026 | May 07, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 13,001 | 5,678 | 0.01% | 0.02% | 789 | -1,858 | -12.5% | Q1 2026 | May 14, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 12,959 | 5,660 | 0.18% | 0.2% | 790 | -78 | -0.6% | Q1 2026 | Apr 30, 2026 |
| NESTEGG ADVISORS, INC. | History | Added to | 12,916 | 5,641 | 4.95% | 5.28% | 791 | +237 | 1.87% | Q1 2026 | Apr 08, 2026 |
| Focus Financial Network, Inc. | History | Added to | 12,904 | 5,636 | 0.2% | 0.2% | 792 | +990 | 8.31% | Q1 2026 | Apr 14, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 12,896 | 5,632 | 2.26% | 2.57% | 793 | +2 | 0.02% | Q1 2026 | Apr 20, 2026 |
| Platform Technology Partners | History | Added to | 12,865 | 5,619 | 1.08% | 1.26% | 794 | +736 | 6.07% | Q1 2026 | Apr 27, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 11,477 | 5,599 | 0.27% | 0.26% | 795 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Bawa N Mallick Trust | History | No change | 12,750 | 5,569 | 2.28% | 2.31% | 796 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 12,734 | 5,561 | 0.06% | 0.07% | 797 | -653 | -4.88% | Q1 2026 | Apr 27, 2026 |
| AlphaCore Capital LLC | History | Reduced | 12,691 | 5,543 | 0.13% | 0.52% | 798 | -35,227 | -73.52% | Q1 2026 | May 15, 2026 |
| Carnegie Investment Counsel | History | Reduced | 12,647 | 5,524 | 0.11% | 0.12% | 799 | -294 | -2.27% | Q1 2026 | May 01, 2026 |
| RMG Wealth Management LLC | History | Added to | 63,086 | 5,519 | 0.64% | 0.05% | 800 | +62,338 | 8333.96% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Added to | 12,500 | 5,516 | 1.13% | 1.25% | 802 | +4,167 | 50.01% | Q1 2026 | May 11, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 12,630 | 5,516 | 0.96% | 1.1% | 801 | -239 | -1.86% | Q1 2026 | Apr 23, 2026 |
| City State Bank | History | Added to | 12,609 | 5,507 | 1.43% | 1.53% | 803 | +1,133 | 9.87% | Q1 2026 | Apr 20, 2026 |
| TPG Financial Advisors, LLC | History | Reduced | 12,600 | 5,503 | 1.79% | 2.19% | 804 | -863 | -6.41% | Q1 2026 | May 08, 2026 |
| BCS Wealth Management | History | Reduced | 12,582 | 5,495 | 1.12% | 1.22% | 805 | -12,253 | -49.34% | Q1 2026 | Apr 17, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 11,934 | 5,452 | 1.5% | 1.52% | 806 | -131 | -1.09% | Q1 2026 | Apr 30, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 12,473 | 5,448 | 0.04% | 0.05% | 807 | -1,453 | -10.43% | Q1 2026 | May 11, 2026 |
| Jefferson Bridge Capital, LLC | History | Added to | 12,446 | 5,436 | 5.4% | 5.99% | 808 | +250 | 2.05% | Q1 2026 | May 07, 2026 |
| Fulcrum Capital LLC | History | Added to | 12,427 | 5,428 | 1.18% | 1.03% | 809 | +1,891 | 17.95% | Q1 2026 | Apr 30, 2026 |
| Churchill Financial Advisors, LLC | History | Added to | 12,387 | 5,410 | 1.14% | 1.44% | 810 | +2,732 | 28.3% | Q1 2026 | Apr 22, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 12,352 | 5,395 | 0.31% | 0.42% | 811 | -1,507 | -10.87% | Q1 2026 | Apr 23, 2026 |
| ASPIRIANT, LLC | History | Reduced | 12,334 | 5,387 | 0.15% | 0.18% | 812 | -583 | -4.51% | Q1 2026 | May 12, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 12,280 | 5,363 | 0.36% | 0.5% | 813 | +948 | 8.37% | Q1 2026 | May 07, 2026 |
| DAVIDSON TRUST CO | History | Added to | 12,266 | 5,360 | 2.31% | 2.31% | 814 | +902 | 7.94% | Q1 2026 | Apr 20, 2026 |
| Battery Global Advisors, LLC | History | Reduced | 12,241 | 5,346 | 2.87% | 5.84% | 815 | -222,207 | -94.78% | Q1 2026 | May 14, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 12,241 | 5,346 | 2.03% | 2.51% | 816 | -1,864 | -13.22% | Q1 2026 | May 11, 2026 |
| Madison Asset Management, LLC | History | Added to | 12,199 | 5,328 | 0.07% | 0.06% | 817 | +1,235 | 11.26% | Q1 2026 | May 07, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 12,191 | 5,324 | 0.69% | 0.87% | 818 | -762 | -5.88% | Q1 2026 | May 12, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 12,178 | 5,319 | 3.43% | 3.34% | 819 | +1,894 | 18.42% | Q1 2026 | May 12, 2026 |
| Indivisible Partners | History | Reduced | 12,005 | 5,312 | 0.47% | 0.64% | 820 | -192 | -1.57% | Q1 2026 | Apr 30, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Reduced | 12,145 | 5,304 | 2.46% | 2.76% | 821 | -100 | -0.82% | Q1 2026 | May 05, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 12,075 | 5,274 | 1.81% | 2.06% | 822 | -568 | -4.49% | Q1 2026 | May 04, 2026 |
| Sendero Wealth Management, LLC | History | Added to | 12,021 | 5,250 | 0.58% | 0.32% | 823 | +6,073 | 102.1% | Q1 2026 | Apr 22, 2026 |
| HUB Investment Partners, LLC | History | Added to | 12,010 | 5,245 | 0.13% | 0.03% | 824 | +9,558 | 389.8% | Q1 2026 | May 15, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 11,962 | 5,224 | 0.77% | 0.9% | 825 | -87 | -0.72% | Q1 2026 | Apr 16, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 11,948 | 5,218 | 2.17% | 2.29% | 826 | +711 | 6.33% | Q1 2026 | Apr 23, 2026 |
| HighPoint Advisor Group LLC | History | New | 11,940 | 5,215 | 0.22% | — | 827 | +11,940 | New | Q1 2026 | May 14, 2026 |
| Ciovacco Capital Management LLC | History | Reduced | 11,912 | 5,203 | 3.03% | 2.93% | 828 | -93 | -0.77% | Q1 2026 | May 11, 2026 |
| Tempo Wealth, LLC | History | Reduced | 11,845 | 5,173 | 0.9% | 1.09% | 829 | -641 | -5.13% | Q1 2026 | May 14, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 11,835 | 5,169 | 2.23% | 2.68% | 830 | -836 | -6.6% | Q1 2026 | May 01, 2026 |
| Family CFO Inc | History | No change | 11,825 | 5,165 | 2.31% | 2.58% | 831 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 11,741 | 5,128 | 0.12% | 0.14% | 832 | -486 | -3.97% | Q1 2026 | Apr 30, 2026 |
| Finward Bancorp | History | Reduced | 11,688 | 5,105 | 4.08% | 4.59% | 833 | -430 | -3.55% | Q1 2026 | Apr 10, 2026 |
| Hexagon Capital Partners LLC | History | Reduced | 11,639 | 5,083 | 0.74% | 1.08% | 834 | -371 | -3.09% | Q1 2026 | May 04, 2026 |
| Choate Investment Advisors | History | Reduced | 11,590 | 5,062 | 0.1% | 0.12% | 835 | -744 | -6.03% | Q1 2026 | May 13, 2026 |
| EnRich Financial Partners LLC | History | Added to | 11,581 | 5,058 | 1.34% | 1.53% | 836 | +107 | 0.93% | Q1 2026 | May 05, 2026 |
| FDx Advisors, Inc. | History | Added to | 11,557 | 5,048 | 1.61% | 2.85% | 837 | +85 | 0.74% | Q1 2026 | May 01, 2026 |
| Bison Wealth, LLC | History | Added to | 57,339 | 5,017 | 0.48% | 0.49% | 838 | +47,471 | 481.06% | Q1 2026 | May 15, 2026 |
| Bay Rivers Group | History | Added to | 11,462 | 5,006 | 2.09% | 2.19% | 839 | +346 | 3.11% | Q1 2026 | Apr 13, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 11,453 | 5,002 | 1.48% | 1.68% | 840 | +28 | 0.25% | Q1 2026 | Apr 24, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 11,436 | 4,995 | 0.02% | 0.02% | 841 | -493 | -4.13% | Q1 2026 | Apr 24, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 11,418 | 4,987 | 0.24% | 0.26% | 842 | +126 | 1.12% | Q1 2026 | May 04, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 11,406 | 4,982 | 0.68% | 3.76% | 843 | -40,805 | -78.15% | Q1 2026 | Apr 24, 2026 |
| Causey Wealth LLC | History | Reduced | 11,396 | 4,977 | 2.11% | 2.75% | 844 | -153 | -1.32% | Q1 2026 | May 12, 2026 |
| Moors & Cabot, Inc. | History | Added to | 11,379 | 4,970 | 0.21% | 0.2% | 845 | +1,852 | 19.44% | Q1 2026 | May 08, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 11,348 | 4,956 | 0.2% | 0.23% | 846 | +201 | 1.8% | Q1 2026 | May 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 11,233 | 4,906 | 0.15% | 0.23% | 847 | -3,217 | -22.26% | Q1 2026 | Apr 08, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 11,179 | 4,882 | 1.27% | 2.19% | 849 | -7,024 | -38.59% | Q1 2026 | Apr 22, 2026 |
| Angeles Investment Advisors, LLC | History | Reduced | 11,179 | 4,882 | 0.33% | 0.45% | 848 | -2,665 | -19.25% | Q1 2026 | Apr 28, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 11,138 | 4,864 | 1.38% | 1.32% | 850 | +1,049 | 10.4% | Q1 2026 | Apr 16, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 11,133 | 4,862 | 0.43% | 0.5% | 851 | -661 | -5.6% | Q1 2026 | May 12, 2026 |
| Composition Wealth, LLC | History | Reduced | 11,130 | 4,861 | 0.07% | 0.09% | 852 | -1,986 | -15.14% | Q1 2026 | Apr 08, 2026 |
| Idaho Trust Co | History | Reduced | 11,126 | 4,859 | 1.58% | 2.28% | 853 | -2,971 | -21.08% | Q1 2026 | May 08, 2026 |
| Clarity Capital Advisors, LLC | History | Reduced | 11,111 | 4,853 | 2.26% | 2.76% | 854 | -202 | -1.79% | Q1 2026 | Apr 09, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 11,110 | 4,852 | 0.62% | 0.75% | 855 | -160 | -1.42% | Q1 2026 | Apr 27, 2026 |
| United Advisor Group, LLC | History | Added to | 11,098 | 4,847 | 0.6% | 0.62% | 856 | +949 | 9.35% | Q1 2026 | Apr 17, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 11,069 | 4,835 | 0.0% | 0.0% | 857 | -1,112 | -9.13% | Q1 2026 | May 06, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 11,066 | 4,833 | 0.72% | 1.11% | 858 | -3,837 | -25.75% | Q1 2026 | May 11, 2026 |
| KTF INVESTMENTS, LLC | History | Reduced | 11,020 | 4,813 | 0.82% | 0.97% | 859 | -1,039 | -8.62% | Q1 2026 | May 04, 2026 |
| Ballentine Partners, LLC | History | Added to | 11,015 | 4,811 | 0.07% | 0.04% | 860 | +4,524 | 69.7% | Q1 2026 | May 14, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 10,899 | 4,760 | 1.58% | 1.73% | 861 | +1,185 | 12.2% | Q1 2026 | May 12, 2026 |
| Leo H. Evart, Inc. | History | New | 10,895 | 4,758 | 4.07% | — | 862 | +10,895 | New | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Added to | 10,880 | 4,752 | 0.05% | 0.05% | 863 | +1,146 | 11.77% | Q1 2026 | Apr 20, 2026 |
| Ascent Group, LLC | History | Reduced | 10,799 | 4,717 | 0.16% | 0.19% | 864 | -363 | -3.25% | Q1 2026 | May 15, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 10,783 | 4,709 | 0.04% | 0.04% | 865 | -192 | -1.75% | Q1 2026 | May 11, 2026 |
| Chris Bulman Inc | History | Reduced | 10,767 | 4,703 | 2.06% | 2.46% | 866 | -641 | -5.62% | Q1 2026 | Apr 13, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 10,751 | 4,695 | 0.22% | 0.25% | 867 | -724 | -6.31% | Q1 2026 | Apr 30, 2026 |
| Community Bank of Raymore | History | Added to | 10,750 | 4,695 | 3.14% | 3.55% | 868 | +55 | 0.51% | Q1 2026 | Apr 17, 2026 |
| Belvedere Trading LLC | History | Added to | 10,700 | 4,673 | 0.01% | 0.0% | 869 | +1,753 | 19.59% | Q1 2026 | May 12, 2026 |
| CX Institutional | History | Reduced | 10,613 | 4,636 | 0.14% | 0.19% | 870 | -2,431 | -18.64% | Q1 2026 | Apr 06, 2026 |
| Asset Allocation & Management Company, LLC | History | Reduced | 10,559 | 4,612 | 1.71% | 2.37% | 871 | -1,630 | -13.37% | Q1 2026 | Apr 15, 2026 |
| Argent Trust Co | History | Added to | 10,548 | 4,607 | 0.16% | 0.13% | 872 | +2,853 | 37.08% | Q1 2026 | May 13, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 10,536 | 4,602 | 0.14% | 0.18% | 873 | -520 | -4.7% | Q1 2026 | May 05, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Reduced | 10,518 | 4,594 | 1.72% | 1.92% | 874 | -363 | -3.34% | Q1 2026 | May 18, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | New | 10,500 | 4,586 | 0.01% | — | 875 | +10,500 | New | Q1 2026 | May 11, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Reduced | 10,449 | 4,564 | 2.47% | 2.31% | 876 | -405 | -3.73% | Q1 2026 | Apr 13, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Added to | 10,443 | 4,561 | 2.2% | 2.27% | 877 | +81 | 0.78% | Q1 2026 | May 08, 2026 |
| KWMG, LLC | History | Added to | 10,425 | 4,553 | 0.38% | 0.44% | 878 | +70 | 0.68% | Q1 2026 | Apr 09, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 54,118 | 4,520 | 0.75% | 0.77% | 879 | +44,531 | 464.49% | Q1 2026 | May 08, 2026 |
| Arsenal Capital Advisors LLC | History | Added to | 10,325 | 4,509 | 3.27% | 1.73% | 880 | +5,316 | 106.13% | Q1 2026 | May 07, 2026 |
| ORG Partners LLC | History | No change | 9,200 | 4,497 | 0.79% | 0.79% | 881 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| OPINICUS CAPITAL, INC. | History | Added to | 10,290 | 4,494 | 3.17% | 3.48% | 882 | +59 | 0.58% | Q1 2026 | May 05, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 10,279 | 4,489 | 1.17% | 1.44% | 883 | -956 | -8.51% | Q1 2026 | May 01, 2026 |
| Grandview Asset Management LLC | History | Reduced | 10,276 | 4,485 | 1.31% | 1.52% | 884 | -1,067 | -9.41% | Q1 2026 | May 07, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 10,240 | 4,472 | 2.26% | 2.62% | 885 | -421 | -3.95% | Q1 2026 | Apr 15, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 10,220 | 4,464 | 1.34% | 1.46% | 886 | +122 | 1.21% | Q1 2026 | May 05, 2026 |
| Evercore Wealth Management, LLC | History | No change | 10,202 | 4,456 | 0.07% | 0.07% | 887 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 10,195 | 4,453 | 0.44% | 0.52% | 888 | -362 | -3.43% | Q1 2026 | Apr 27, 2026 |
| United Community Bank | History | Added to | 10,118 | 4,419 | 1.47% | 1.31% | 889 | +2,990 | 41.95% | Q1 2026 | Apr 24, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 10,108 | 4,414 | 0.83% | 0.83% | 890 | -5 | -0.05% | Q1 2026 | May 20, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 10,102 | 4,412 | 0.48% | 0.54% | 891 | -185 | -1.8% | Q1 2026 | Apr 23, 2026 |
| Lewis Asset Management, LLC | History | Reduced | 10,094 | 4,409 | 1.8% | 2.03% | 892 | -141 | -1.38% | Q1 2026 | Apr 21, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 10,077 | 4,401 | 0.35% | 0.37% | 893 | +275 | 2.81% | Q1 2026 | May 28, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Added to | 10,056 | 4,392 | 3.08% | 2.64% | 894 | +1,022 | 11.31% | Q1 2026 | Apr 30, 2026 |
| PFG Investments, LLC | History | Added to | 10,033 | 4,382 | 0.2% | 0.21% | 895 | +947 | 10.42% | Q1 2026 | Apr 27, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 10,018 | 4,375 | 0.14% | 0.16% | 896 | -30 | -0.3% | Q1 2026 | May 11, 2026 |
| Troutman Wealth Management, LLC | History | Reduced | 10,015 | 4,374 | 3.65% | 4.07% | 897 | -79 | -0.78% | Q1 2026 | May 08, 2026 |
| NIXON PEABODY TRUST CO | History | Added to | 9,996 | 4,366 | 0.35% | 0.36% | 898 | +174 | 1.77% | Q1 2026 | Apr 27, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 52,710 | 4,358 | 0.08% | 0.07% | 899 | +49,736 | 1672.36% | Q1 2026 | May 01, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 8,924 | 4,353 | 3.71% | 3.71% | 900 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 9,777 | 4,341 | 0.09% | 0.1% | 901 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Edge Financial Advisors LLC | History | No change | 8,856 | 4,320 | 1.82% | 1.82% | 902 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| XTX Topco Ltd | History | New | 9,872 | 4,311 | 0.07% | — | 904 | +9,872 | New | Q1 2026 | May 15, 2026 |
| Total Wealth Planning, LLC | History | No change | 8,837 | 4,311 | 9.22% | 9.22% | 903 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WBH ADVISORY INC | History | Reduced | 9,734 | 4,298 | 0.32% | 0.38% | 905 | -860 | -8.12% | Q1 2026 | Apr 27, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 9,802 | 4,281 | 2.34% | 2.61% | 906 | +48 | 0.49% | Q1 2026 | Apr 22, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 9,794 | 4,277 | 0.14% | 0.15% | 907 | +31 | 0.32% | Q1 2026 | May 15, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 9,790 | 4,276 | 0.78% | 0.9% | 908 | -453 | -4.42% | Q1 2026 | May 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 9,788 | 4,275 | 0.2% | 0.27% | 909 | -142 | -1.43% | Q1 2026 | Apr 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 9,766 | 4,266 | 0.0% | 0.0% | 910 | -6,761 | -40.91% | Q1 2026 | May 15, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 9,758 | 4,262 | 3.74% | 4.28% | 911 | -53 | -0.54% | Q1 2026 | May 06, 2026 |
| Birchcreek Wealth Management, LLC | History | Reduced | 9,698 | 4,236 | 2.04% | 2.33% | 912 | -13 | -0.13% | Q1 2026 | May 08, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 9,648 | 4,214 | 0.3% | 0.35% | 913 | -247 | -2.5% | Q1 2026 | May 15, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 9,617 | 4,200 | 0.33% | 0.34% | 914 | +523 | 5.75% | Q1 2026 | Apr 24, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 9,561 | 4,176 | 0.19% | 0.27% | 915 | -2,494 | -20.69% | Q1 2026 | Apr 29, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 9,548 | 4,170 | 0.09% | 0.1% | 916 | +9 | 0.09% | Q1 2026 | May 07, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 9,538 | 4,165 | 1.09% | 1.01% | 917 | +26 | 0.27% | Q1 2026 | May 11, 2026 |
| Covington Investment Advisors Inc. | History | Added to | 9,497 | 4,148 | 0.61% | 0.6% | 918 | +524 | 5.84% | Q1 2026 | May 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 9,487 | 4,144 | 0.09% | 0.1% | 919 | -535 | -5.34% | Q1 2026 | May 15, 2026 |
| Prospera Capital Management, LLC | History | Reduced | 9,427 | 4,117 | 2.07% | 2.37% | 920 | -182 | -1.89% | Q1 2026 | Apr 08, 2026 |
| Bravias Capital Group, LLC | History | Reduced | 9,403 | 4,107 | 2.69% | 2.95% | 921 | -582 | -5.83% | Q1 2026 | Apr 28, 2026 |
| Calder Financial LLC | History | Reduced | 9,284 | 4,099 | 4.07% | 4.49% | 922 | -98 | -1.04% | Q1 2026 | Apr 07, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 19,805 | 4,082 | 1.04% | 1.03% | 923 | +1,769 | 9.81% | Q1 2026 | Apr 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 9,309 | 4,065 | 1.4% | 1.66% | 924 | -144 | -1.52% | Q1 2026 | Apr 23, 2026 |
| AlTi Global, Inc. | History | No change | 9,285 | 4,055 | 0.09% | 0.1% | 925 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| American Capital Advisory, LLC | History | Added to | 9,213 | 4,023 | 1.62% | 1.76% | 926 | +861 | 10.31% | Q1 2026 | Apr 29, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 9,189 | 4,013 | 0.64% | 0.79% | 927 | +265 | 2.97% | Q1 2026 | Apr 30, 2026 |
| Veridan Wealth LLC | History | Reduced | 9,189 | 4,013 | 1.48% | 1.54% | 928 | -219 | -2.33% | Q1 2026 | May 15, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 9,186 | 4,012 | 2.13% | 2.26% | 929 | +803 | 9.58% | Q1 2026 | Apr 24, 2026 |
| KG Capital Management | History | Reduced | 9,178 | 4,008 | 2.87% | 1.33% | 930 | -1,834 | -16.65% | Q1 2026 | Apr 22, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 9,178 | 4,008 | 0.26% | 0.29% | 931 | +2 | 0.02% | Q1 2026 | Apr 17, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | No change | 9,100 | 3,974 | 1.61% | 1.91% | 932 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Reduced | 9,083 | 3,967 | 1.55% | 1.68% | 933 | -30 | -0.33% | Q1 2026 | Apr 29, 2026 |
| Anchor Investment Management, LLC | History | Added to | 9,035 | 3,946 | 0.33% | 0.36% | 934 | +35 | 0.39% | Q1 2026 | May 01, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 9,003 | 3,932 | 1.71% | 1.94% | 935 | +966 | 12.02% | Q1 2026 | Apr 24, 2026 |
| HORAN Wealth, LLC | History | Added to | 8,292 | 3,925 | 0.37% | 0.31% | 937 | +4,146 | 100.0% | Q1 2026 | May 08, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 8,988 | 3,925 | 0.51% | 0.53% | 936 | +259 | 2.97% | Q1 2026 | May 08, 2026 |
| WoodTrust Financial Corp | History | Reduced | 8,939 | 3,904 | 0.5% | 0.58% | 938 | -1,277 | -12.5% | Q1 2026 | May 06, 2026 |
| Global Financial Private Client, LLC | History | Added to | 8,933 | 3,901 | 1.28% | 1.52% | 939 | +50 | 0.56% | Q1 2026 | Apr 20, 2026 |
| Center for Financial Planning, Inc. | History | No change | 8,899 | 3,886 | 0.41% | 0.45% | 940 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 8,894 | 3,884 | 0.26% | 0.3% | 941 | -128 | -1.42% | Q1 2026 | May 06, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 8,890 | 3,883 | 0.0% | 0.0% | 942 | -2,371 | -21.05% | Q1 2026 | May 05, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 8,889 | 3,882 | 0.15% | 0.19% | 943 | -1,191 | -11.82% | Q1 2026 | Apr 13, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 8,866 | 3,872 | 1.29% | 1.23% | 944 | +158 | 1.81% | Q1 2026 | Apr 29, 2026 |
| Allen Investment Management, LLC | History | Added to | 8,850 | 3,865 | 0.05% | 0.05% | 945 | +25 | 0.28% | Q1 2026 | May 07, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 8,821 | 3,852 | 0.16% | 0.15% | 946 | +1,524 | 20.89% | Q1 2026 | Apr 21, 2026 |
| Compass Planning Associates Inc | History | Added to | 8,775 | 3,832 | 2.45% | 2.5% | 948 | +1,363 | 18.39% | Q1 2026 | Apr 21, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 8,775 | 3,832 | 0.05% | 0.05% | 947 | +397 | 4.74% | Q1 2026 | Apr 21, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 8,772 | 3,831 | 0.22% | 0.24% | 949 | -113 | -1.27% | Q1 2026 | Apr 21, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 8,749 | 3,821 | 0.14% | 0.16% | 950 | -857 | -8.92% | Q1 2026 | Aug 10, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 8,735 | 3,815 | 0.41% | 0.53% | 951 | -1,181 | -11.91% | Q1 2026 | May 06, 2026 |
| Stokes Family Office, LLC | History | Reduced | 8,657 | 3,781 | 0.39% | 0.48% | 952 | -2,070 | -19.3% | Q1 2026 | May 11, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 8,658 | 3,781 | 1.79% | 1.97% | 953 | -37 | -0.43% | Q1 2026 | Apr 13, 2026 |
| Probity Advisors, Inc. | History | Reduced | 8,643 | 3,775 | 0.6% | 0.68% | 954 | -71 | -0.81% | Q1 2026 | Apr 28, 2026 |
| Opus Financial Solutions LLC | History | Added to | 8,612 | 3,761 | 3.54% | 3.95% | 955 | +41 | 0.48% | Q1 2026 | May 08, 2026 |
| Strategic Financial Concepts, LLC | History | New | 8,578 | 3,746 | 0.92% | — | 956 | +8,578 | New | Q1 2026 | May 12, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 8,568 | 3,742 | 0.19% | 3.28% | 957 | -122,892 | -93.48% | Q1 2026 | May 04, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 8,555 | 3,736 | 0.41% | 0.42% | 958 | +837 | 10.84% | Q1 2026 | May 11, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 8,518 | 3,720 | 0.63% | 0.67% | 959 | +441 | 5.46% | Q1 2026 | Apr 28, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 8,442 | 3,687 | 0.46% | 2.61% | 960 | -37,817 | -81.75% | Q1 2026 | May 13, 2026 |
| Level Wealth Management LLC | History | Reduced | 8,424 | 3,679 | 1.72% | 2.12% | 961 | -70 | -0.82% | Q1 2026 | Apr 27, 2026 |
| Keel Point, LLC | History | Added to | 8,399 | 3,668 | 0.24% | 0.25% | 962 | +9 | 0.11% | Q1 2026 | May 29, 2026 |
| Forum Financial Management, LP | History | Added to | 8,383 | 3,661 | 0.05% | 0.05% | 963 | +931 | 12.49% | Q1 2026 | Apr 23, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 8,371 | 3,656 | 2.39% | 3.11% | 964 | -1,289 | -13.34% | Q1 2026 | May 07, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 8,363 | 3,653 | 0.22% | 0.24% | 965 | -86 | -1.02% | Q1 2026 | May 12, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Reduced | 8,360 | 3,651 | 0.92% | 0.97% | 966 | -315 | -3.63% | Q1 2026 | May 08, 2026 |
| Plancorp, LLC | History | Reduced | 7,919 | 3,651 | 0.1% | 0.12% | 967 | -313 | -3.8% | Q1 2026 | Apr 14, 2026 |
| Westmount Partners, LLC | History | Added to | 8,353 | 3,648 | 0.9% | 0.44% | 968 | +4,764 | 132.74% | Q1 2026 | Apr 16, 2026 |
| Financial Alternatives, Inc | History | Added to | 8,342 | 3,643 | 1.96% | 2.35% | 969 | +61 | 0.74% | Q1 2026 | May 01, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 8,325 | 3,636 | 1.34% | 1.42% | 970 | +246 | 3.04% | Q1 2026 | May 08, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 8,275 | 3,614 | 0.06% | 0.07% | 971 | +194 | 2.4% | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | Reduced | 8,225 | 3,592 | 0.01% | 0.05% | 972 | -31,454 | -79.27% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 8,221 | 3,590 | 0.05% | 0.07% | 973 | -262 | -3.09% | Q1 2026 | May 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 8,212 | 3,586 | 0.01% | 0.0% | 974 | +5,799 | 240.32% | Q1 2026 | May 15, 2026 |
| Coastline Complete Wealth LLC | History | Reduced | 8,183 | 3,574 | 2.21% | 3.35% | 975 | -2,720 | -24.95% | Q1 2026 | May 22, 2026 |
| Fort Vancouver Investment Management, LLC | History | Reduced | 8,163 | 3,565 | 1.81% | 2.21% | 976 | -305 | -3.6% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Management | History | Reduced | 8,137 | 3,554 | 4.08% | 4.56% | 977 | -169 | -2.03% | Q1 2026 | Apr 22, 2026 |
| Ascentis Independent Advisors | History | Added to | 8,133 | 3,552 | 0.27% | 0.43% | 978 | +2,640 | 48.06% | Q1 2026 | Apr 28, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Added to | 8,127 | 3,549 | 0.21% | 0.22% | 979 | +222 | 2.81% | Q1 2026 | Apr 17, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 8,095 | 3,535 | 1.34% | 1.47% | 980 | +1,879 | 30.23% | Q1 2026 | May 15, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 8,045 | 3,514 | 0.78% | 0.86% | 981 | -51 | -0.63% | Q1 2026 | May 21, 2026 |
| Capital Squared Financial LLC | History | Added to | 8,043 | 3,513 | 2.68% | 2.98% | 982 | +199 | 2.54% | Q1 2026 | May 01, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 8,032 | 3,508 | 0.49% | 0.6% | 983 | -603 | -6.98% | Q1 2026 | Apr 29, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 8,026 | 3,505 | 0.84% | 0.83% | 984 | +1,070 | 15.38% | Q1 2026 | Apr 20, 2026 |
| Prospect Financial Services LLC | History | Reduced | 8,024 | 3,505 | 2.14% | 2.28% | 985 | -117 | -1.44% | Q1 2026 | Apr 24, 2026 |
| McAdam, LLC | History | Added to | 7,998 | 3,493 | 0.16% | 0.18% | 986 | +31 | 0.39% | Q1 2026 | May 08, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 7,993 | 3,491 | 0.27% | 0.3% | 987 | +458 | 6.08% | Q1 2026 | Apr 22, 2026 |
| Allegheny Financial Group | History | Added to | 7,990 | 3,490 | 0.47% | 0.55% | 988 | +324 | 4.23% | Q1 2026 | Apr 16, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 7,969 | 3,480 | 0.4% | 0.47% | 989 | -133 | -1.64% | Q1 2026 | Apr 17, 2026 |
| Continuum Advisory, LLC | History | Added to | 7,967 | 3,479 | 0.33% | 0.37% | 990 | +416 | 5.51% | Q1 2026 | Apr 22, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 7,942 | 3,469 | 1.11% | 1.1% | 991 | +635 | 8.69% | Q1 2026 | Apr 21, 2026 |
| Forum Private Client Group LLC | History | Reduced | 7,942 | 3,469 | 1.16% | 1.33% | 992 | -33 | -0.41% | Q1 2026 | May 13, 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | History | Reduced | 7,912 | 3,455 | 2.26% | 2.21% | 993 | -100 | -1.25% | Q1 2026 | Apr 16, 2026 |
| National Philanthropic Trust | History | Reduced | 7,881 | 3,442 | 0.04% | 0.04% | 994 | -708 | -8.24% | Q1 2026 | May 15, 2026 |
| RCS Financial Planning, LLC | History | Added to | 7,870 | 3,437 | 1.78% | 1.63% | 995 | +104 | 1.34% | Q1 2026 | Apr 21, 2026 |
| RVW Wealth, LLC | History | Reduced | 7,864 | 3,434 | 0.27% | 0.3% | 996 | -112 | -1.4% | Q1 2026 | Apr 08, 2026 |
| Advisor OS, LLC | History | Added to | 7,817 | 3,414 | 0.25% | 0.3% | 997 | +57 | 0.73% | Q1 2026 | May 07, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 7,812 | 3,412 | 0.14% | 0.17% | 998 | -483 | -5.82% | Q1 2026 | May 07, 2026 |
| Greystone Financial Group, LLC | History | Reduced | 7,774 | 3,395 | 0.96% | 0.91% | 999 | -4,209 | -35.12% | Q1 2026 | Apr 24, 2026 |
| Net Worth Advisory Group | History | Added to | 7,703 | 3,364 | 0.7% | 0.69% | 1001 | +706 | 10.09% | Q1 2026 | May 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 7,703 | 3,364 | 0.05% | 0.06% | 1000 | -201 | -2.54% | Q1 2026 | May 13, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 7,664 | 3,349 | 0.65% | 0.65% | 1002 | +7 | 0.09% | Q1 2026 | May 14, 2026 |
| Vines Capital Management, LLC | History | Reduced | 7,657 | 3,344 | 3.31% | 3.81% | 1003 | -354 | -4.42% | Q1 2026 | May 12, 2026 |
| Oxford Wealth Group, LLC | History | Reduced | 7,654 | 3,343 | 1.83% | 1.99% | 1004 | -756 | -8.99% | Q1 2026 | May 11, 2026 |
| HANOVER ADVISORS INC | History | Added to | 7,619 | 3,327 | 1.35% | 1.43% | 1005 | +70 | 0.93% | Q1 2026 | May 07, 2026 |
| Southland Equity Partners LLC | History | Added to | 7,608 | 3,323 | 0.65% | 0.67% | 1006 | +647 | 9.29% | Q1 2026 | Apr 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 7,595 | 3,317 | 0.21% | 0.25% | 1007 | -632 | -7.68% | Q1 2026 | May 05, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 7,592 | 3,316 | 0.05% | 0.05% | 1008 | +296 | 4.06% | Q1 2026 | May 13, 2026 |
| Coastline Trust Co | History | No change | 7,590 | 3,315 | 0.33% | 0.35% | 1009 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Embree Financial Group | History | Reduced | 7,567 | 3,305 | 0.39% | 0.47% | 1010 | -293 | -3.73% | Q1 2026 | Apr 23, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 7,558 | 3,301 | 0.06% | 0.06% | 1011 | -236 | -3.03% | Q1 2026 | Apr 21, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 7,555 | 3,300 | 0.02% | 0.02% | 1012 | +846 | 12.61% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 7,533 | 3,290 | 0.0% | 0.0% | 1013 | +339 | 4.71% | Q1 2026 | May 08, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 39,084 | 3,272 | 0.04% | 0.04% | 1014 | +32,217 | 469.16% | Q1 2026 | May 06, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 7,490 | 3,271 | 0.41% | 0.66% | 1015 | +370 | 5.2% | Q1 2026 | May 18, 2026 |
| GREENLEAF TRUST | History | Reduced | 7,463 | 3,259 | 0.03% | 0.04% | 1016 | -772 | -9.37% | Q1 2026 | Apr 27, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Reduced | 7,441 | 3,249 | 2.16% | 2.39% | 1017 | -4 | -0.05% | Q1 2026 | May 18, 2026 |
| Covenant Asset Management, LLC | History | Reduced | 7,438 | 3,248 | 0.49% | 0.43% | 1018 | -45 | -0.6% | Q1 2026 | Apr 14, 2026 |
| Smithfield Trust Co | History | Added to | 7,425 | 3,245 | 0.14% | 0.16% | 1019 | +27 | 0.36% | Q1 2026 | May 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 7,427 | 3,244 | 0.17% | 0.2% | 1020 | +74 | 1.01% | Q1 2026 | May 07, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 38,983 | 3,242 | 1.68% | 1.66% | 1021 | +33,758 | 646.09% | Q1 2026 | May 18, 2026 |
| JT Stratford LLC | History | Added to | 7,409 | 3,236 | 0.41% | 0.45% | 1022 | +159 | 2.19% | Q1 2026 | May 15, 2026 |
| BKM Wealth Management, LLC | History | Added to | 7,406 | 3,235 | 1.18% | 1.19% | 1023 | +751 | 11.28% | Q1 2026 | Apr 22, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 7,404 | 3,233 | 3.18% | 3.53% | 1024 | +11 | 0.15% | Q1 2026 | Apr 07, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 7,382 | 3,224 | 0.39% | 0.47% | 1025 | -241 | -3.16% | Q1 2026 | May 05, 2026 |
| Keebeck Wealth Management | History | Reduced | 7,323 | 3,199 | 0.36% | 0.46% | 1026 | -882 | -10.75% | Q1 2026 | May 14, 2026 |
| Busey Bank | History | Reduced | 7,290 | 3,184 | 0.09% | 0.09% | 1027 | -78 | -1.06% | Q1 2026 | Apr 28, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 7,279 | 3,179 | 0.0% | 0.0% | 1028 | +4,348 | 148.35% | Q1 2026 | May 04, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 7,241 | 3,162 | 0.82% | 1.1% | 1029 | -1,514 | -17.29% | Q1 2026 | Apr 15, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Reduced | 7,231 | 3,158 | 1.94% | 3.3% | 1030 | -2,938 | -28.89% | Q1 2026 | May 04, 2026 |
| ArchPoint Investors | History | No change | 7,220 | 3,153 | 0.75% | 0.84% | 1031 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SHARPEPOINT LLC | History | Added to | 7,190 | 3,140 | 1.87% | 2.09% | 1032 | +43 | 0.6% | Q1 2026 | May 05, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 43,000 | 3,130 | 0.01% | 0.07% | 1033 | -9,000 | -17.31% | Q1 2026 | Aug 12, 2026 |
| Blom & Howell Financial Planning, Inc. | History | Reduced | 7,156 | 3,125 | 3.07% | 3.89% | 1034 | -861 | -10.74% | Q1 2026 | Jul 10, 2026 |
| Diversified Trust Co | History | Added to | 7,010 | 3,062 | 0.06% | 0.05% | 1035 | +910 | 14.92% | Q1 2026 | Apr 16, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Reduced | 7,008 | 3,061 | 1.6% | 1.15% | 1036 | -1,649 | -19.05% | Q1 2026 | Apr 15, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Added to | 7,006 | 3,060 | 1.64% | 1.82% | 1037 | +67 | 0.97% | Q1 2026 | Apr 20, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 6,983 | 3,050 | 0.05% | 0.06% | 1038 | +171 | 2.51% | Q1 2026 | May 05, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 6,957 | 3,038 | 0.3% | 0.33% | 1039 | -31 | -0.44% | Q1 2026 | Apr 30, 2026 |
| Chicago Capital, LLC | History | Added to | 6,933 | 3,028 | 0.08% | 0.08% | 1040 | +16 | 0.23% | Q1 2026 | Apr 23, 2026 |
| Empowered Funds, LLC | History | New | 6,923 | 3,023 | 0.02% | — | 1041 | +6,923 | New | Q1 2026 | Jun 15, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 6,918 | 3,021 | 0.47% | 0.46% | 1042 | +1,180 | 20.56% | Q1 2026 | May 06, 2026 |
| Columbia Asset Management | History | Added to | 6,915 | 3,020 | 0.58% | 0.57% | 1043 | +321 | 4.87% | Q1 2026 | Apr 20, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 6,913 | 3,019 | 0.09% | 0.08% | 1044 | +1,010 | 17.11% | Q1 2026 | Apr 29, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 6,898 | 3,012 | 0.36% | 0.43% | 1045 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 6,875 | 3,003 | 0.18% | 0.21% | 1046 | -15 | -0.22% | Q1 2026 | May 04, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 6,832 | 2,983 | 0.24% | 0.3% | 1047 | -1,121 | -14.1% | Q1 2026 | May 13, 2026 |
| ProVise Management Group, LLC | History | Reduced | 6,816 | 2,977 | 0.21% | 0.24% | 1048 | -200 | -2.85% | Q1 2026 | May 06, 2026 |
| SFAM, LLC | History | Reduced | 6,817 | 2,977 | 2.76% | 3.05% | 1049 | -12 | -0.18% | Q1 2026 | May 04, 2026 |
| Autumn Glory Partners, LLC | History | Reduced | 6,811 | 2,974 | 1.09% | 2.29% | 1051 | -6,566 | -49.08% | Q1 2026 | May 04, 2026 |
| Ancora Advisors LLC | History | Added to | 6,810 | 2,974 | 0.06% | 0.07% | 1050 | +11 | 0.16% | Q1 2026 | May 15, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 6,802 | 2,970 | 0.17% | 0.17% | 1052 | +81 | 1.21% | Q1 2026 | May 01, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 6,734 | 2,941 | 0.75% | 0.65% | 1053 | +1,804 | 36.59% | Q1 2026 | Apr 29, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 6,730 | 2,939 | 0.76% | 0.27% | 1054 | +4,746 | 239.21% | Q1 2026 | May 11, 2026 |
| Caldwell Trust Co | History | Reduced | 6,727 | 2,938 | 0.26% | 0.29% | 1055 | -21 | -0.31% | Q1 2026 | Apr 22, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 6,624 | 2,893 | 0.2% | 0.29% | 1056 | -752 | -10.2% | Q1 2026 | Apr 17, 2026 |
| Genesis Financial Group, LLC | History | Reduced | 6,608 | 2,886 | 1.82% | 1.9% | 1057 | -91 | -1.36% | Q1 2026 | May 18, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 6,596 | 2,881 | 4.54% | 2.48% | 1058 | +3,757 | 132.34% | Q1 2026 | Apr 13, 2026 |
| FENIMORE ASSET MANAGEMENT INC | History | No change | 6,581 | 2,874 | 0.06% | 0.07% | 1059 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 6,573 | 2,871 | 0.05% | 0.06% | 1060 | +226 | 3.56% | Q1 2026 | May 07, 2026 |
| Zinnia Wealth Advisory, LLC | History | Added to | 6,569 | 2,869 | 3.21% | 1.82% | 1061 | +3,125 | 90.74% | Q1 2026 | May 08, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 6,564 | 2,866 | 0.04% | 0.05% | 1062 | +137 | 2.13% | Q1 2026 | May 05, 2026 |
| Smith Salley Wealth Management | History | Added to | 6,550 | 2,861 | 0.14% | 0.15% | 1063 | +220 | 3.48% | Q1 2026 | Apr 16, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 6,533 | 2,853 | 0.96% | 1.02% | 1064 | +145 | 2.27% | Q1 2026 | Apr 03, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 6,509 | 2,843 | 1.17% | 1.12% | 1065 | -75 | -1.14% | Q1 2026 | Apr 14, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 6,493 | 2,836 | 0.21% | 0.25% | 1066 | -229 | -3.41% | Q1 2026 | Jul 29, 2026 |
| Klingman & Associates, LLC | History | Reduced | 6,466 | 2,824 | 0.14% | 0.16% | 1067 | -451 | -6.52% | Q1 2026 | May 14, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Reduced | 6,427 | 2,807 | 0.79% | 0.95% | 1068 | -842 | -11.58% | Q1 2026 | May 11, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 6,418 | 2,803 | 0.68% | 0.9% | 1069 | -1,729 | -21.22% | Q1 2026 | Apr 17, 2026 |
| Wells Financial Advisors INC | History | Reduced | 6,398 | 2,794 | 12.71% | 11.25% | 1070 | -5,733 | -47.26% | Q1 2026 | May 07, 2026 |
| Faithward Advisors, LLC | History | Added to | 6,380 | 2,786 | 0.4% | 0.34% | 1071 | +1,675 | 35.6% | Q1 2026 | Apr 17, 2026 |
| Northern Lights Advisors, Inc. | History | Added to | 6,373 | 2,783 | 1.89% | 1.79% | 1073 | +1,017 | 18.99% | Q1 2026 | Apr 21, 2026 |
| Red Wave Investments LLC | History | Reduced | 6,373 | 2,783 | 0.83% | 0.93% | 1072 | -18 | -0.28% | Q1 2026 | May 08, 2026 |
| Americana Partners, LLC | History | Added to | 6,350 | 2,773 | 0.07% | 0.08% | 1074 | +669 | 11.78% | Q1 2026 | May 12, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 6,341 | 2,769 | 0.2% | 0.23% | 1075 | -55 | -0.86% | Q1 2026 | Apr 29, 2026 |
| DAVIS R M INC | History | Added to | 6,328 | 2,764 | 0.05% | 0.05% | 1076 | +46 | 0.73% | Q1 2026 | May 13, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 6,322 | 2,761 | 0.1% | 0.14% | 1077 | -298 | -4.5% | Q1 2026 | Apr 29, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 6,321 | 2,760 | 0.2% | 0.2% | 1078 | +576 | 10.03% | Q1 2026 | May 06, 2026 |
| RoundAngle Advisors LLC | History | Added to | 6,318 | 2,759 | 2.06% | 2.2% | 1079 | +112 | 1.8% | Q1 2026 | Apr 08, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 6,300 | 2,751 | 0.15% | 0.16% | 1080 | -55 | -0.87% | Q1 2026 | May 14, 2026 |
| Stephens Consulting, LLC | History | No change | 5,621 | 2,742 | 0.89% | 0.89% | 1081 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 6,266 | 2,736 | 0.81% | 0.97% | 1082 | -262 | -4.01% | Q1 2026 | Apr 20, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 5,929 | 2,734 | 0.33% | 0.51% | 1083 | -2,315 | -28.08% | Q1 2026 | Apr 22, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | Added to | 6,479 | 2,721 | 2.24% | 2.21% | 1084 | +430 | 7.11% | Q1 2026 | May 04, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 6,226 | 2,719 | 0.33% | 0.29% | 1085 | +1,278 | 25.83% | Q1 2026 | Apr 23, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 6,220 | 2,716 | 1.01% | 1.15% | 1086 | -24 | -0.38% | Q1 2026 | Apr 23, 2026 |
| K2 Financial Inc. | History | Added to | 32,708 | 2,715 | 1.97% | 2.02% | 1087 | +27,344 | 509.77% | Q1 2026 | Apr 28, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 6,212 | 2,713 | 0.33% | 0.36% | 1088 | +479 | 8.36% | Q1 2026 | May 06, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 6,201 | 2,708 | 0.76% | 0.89% | 1089 | +34 | 0.55% | Q1 2026 | Apr 22, 2026 |
| EVERPAR ADVISORS LLC | History | Added to | 6,199 | 2,707 | 0.93% | 1.02% | 1090 | +542 | 9.58% | Q1 2026 | Apr 21, 2026 |
| Reynders McVeigh Capital Management, LLC | History | Reduced | 6,173 | 2,696 | 0.14% | 0.15% | 1091 | -235 | -3.67% | Q1 2026 | Apr 27, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 6,158 | 2,689 | 0.23% | 0.13% | 1092 | +2,849 | 86.1% | Q1 2026 | May 15, 2026 |
| Geometric Wealth Advisors | History | No change | 6,149 | 2,685 | 0.34% | 0.39% | 1093 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MOTCO | History | Added to | 6,144 | 2,683 | 0.25% | 0.27% | 1094 | +64 | 1.05% | Q1 2026 | Apr 22, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Added to | 6,121 | 2,673 | 0.54% | 0.53% | 1095 | +433 | 7.61% | Q1 2026 | Apr 16, 2026 |
| Asempa Wealth Advisors | History | Reduced | 6,055 | 2,673 | 2.33% | 2.67% | 1096 | -304 | -4.78% | Q1 2026 | Apr 08, 2026 |
| Bowman & Co S.C. | History | No change | 5,477 | 2,672 | 1.13% | 1.13% | 1097 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC | History | Added to | 6,108 | 2,667 | 1.91% | 2.26% | 1098 | +1,179 | 23.92% | Q1 2026 | May 08, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 6,097 | 2,663 | 0.42% | 0.5% | 1099 | -275 | -4.32% | Q1 2026 | May 01, 2026 |
| Marex Group plc | History | New | 6,093 | 2,661 | 0.02% | — | 1100 | +6,093 | New | Q1 2026 | May 13, 2026 |
| Carl P. Sherr & Co., LLC | History | Added to | 6,071 | 2,651 | 1.25% | 1.3% | 1101 | +5 | 0.08% | Q1 2026 | May 07, 2026 |
| Triangle Securities Wealth Management | History | Added to | 6,068 | 2,650 | 0.6% | 0.59% | 1102 | +327 | 5.7% | Q1 2026 | Apr 20, 2026 |
| Bernicke Wealth Management, Ltd. | History | Reduced | 6,040 | 2,638 | 0.34% | 0.38% | 1103 | -35 | -0.58% | Q1 2026 | Aug 11, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Added to | 6,016 | 2,627 | 1.39% | 0.96% | 1104 | +2,463 | 69.32% | Q1 2026 | Apr 23, 2026 |
| Latko Wealth Management, Ltd. | History | Reduced | 6,005 | 2,622 | 1.28% | 1.81% | 1105 | -1,567 | -20.69% | Q1 2026 | Apr 29, 2026 |
| SwitchPoint Financial Planning, LLC | History | Added to | 6,003 | 2,622 | 1.78% | 2.05% | 1106 | +16 | 0.27% | Q1 2026 | Apr 29, 2026 |
| VestGen Investment Management | History | Reduced | 6,000 | 2,620 | 1.44% | 1.71% | 1107 | -319 | -5.05% | Q1 2026 | May 12, 2026 |
| Jordan Park Group LLC | History | No change | 6,000 | 2,620 | 0.14% | 0.17% | 1108 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| IPG Investment Advisors LLC | History | No change | 5,989 | 2,616 | 0.45% | 0.51% | 1109 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PW Nova Financial Services LLC | History | Added to | 5,986 | 2,614 | 0.66% | 1.08% | 1110 | +104 | 1.77% | Q1 2026 | Apr 15, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Added to | 5,973 | 2,608 | 1.01% | 0.92% | 1111 | +1,161 | 24.13% | Q1 2026 | Apr 08, 2026 |
| Winslow Capital Management, LLC | History | Reduced | 5,966 | 2,605 | 0.01% | 0.02% | 1112 | -8,078 | -57.52% | Q1 2026 | May 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 5,963 | 2,604 | 0.19% | 0.12% | 1113 | +2,478 | 71.1% | Q1 2026 | Apr 20, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Reduced | 5,957 | 2,601 | 1.24% | 1.37% | 1114 | -60 | -1.0% | Q1 2026 | May 15, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 5,934 | 2,591 | 1.68% | 1.96% | 1115 | -302 | -4.84% | Q1 2026 | Apr 24, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 5,926 | 2,588 | 0.23% | 0.26% | 1116 | -247 | -4.0% | Q1 2026 | Apr 30, 2026 |
| L. Roy Papp & Associates, LLP | History | Reduced | 5,898 | 2,576 | 0.3% | 0.33% | 1117 | -144 | -2.38% | Q1 2026 | Apr 14, 2026 |
| ADE, LLC | History | Reduced | 5,867 | 2,562 | 1.23% | 1.39% | 1118 | -22 | -0.37% | Q1 2026 | May 14, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 5,865 | 2,561 | 0.42% | 0.49% | 1119 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| RS CRUM INC. | History | Added to | 5,860 | 2,559 | 0.5% | 0.57% | 1120 | +20 | 0.34% | Q1 2026 | Apr 15, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 5,847 | 2,553 | 0.4% | 0.47% | 1121 | -232 | -3.82% | Q1 2026 | Apr 23, 2026 |
| EWA, LLC | History | Added to | 5,783 | 2,525 | 0.57% | 0.69% | 1122 | +5 | 0.09% | Q1 2026 | Apr 23, 2026 |
| MilWealth Group LLC | History | Reduced | 5,757 | 2,514 | 0.6% | 0.67% | 1123 | -37 | -0.64% | Q1 2026 | May 01, 2026 |
| Silver Coast Investments LLC | History | Added to | 5,752 | 2,512 | 0.8% | 0.82% | 1124 | +868 | 17.77% | Q1 2026 | Apr 22, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 29,026 | 2,500 | 0.9% | 0.54% | 1125 | +26,078 | 884.6% | Q1 2026 | May 08, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 5,722 | 2,499 | 1.34% | 1.41% | 1126 | +523 | 10.06% | Q1 2026 | May 01, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 5,718 | 2,497 | 0.08% | 0.07% | 1127 | +1,191 | 26.31% | Q1 2026 | May 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 5,702 | 2,490 | 0.05% | — | 1128 | +5,702 | New | Q1 2026 | Apr 27, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 11,925 | 2,488 | 0.04% | 0.05% | 1129 | +6,184 | 107.72% | Q1 2026 | May 15, 2026 |
| Safe Harbor Fiduciary, LLC | History | Added to | 5,683 | 2,482 | 2.36% | 2.31% | 1130 | +327 | 6.11% | Q1 2026 | May 15, 2026 |
| Convergence Financial, LLC | History | Added to | 5,678 | 2,480 | 0.26% | 0.21% | 1131 | +2,700 | 90.66% | Q1 2026 | May 11, 2026 |
| FULTON BANK, N.A. | History | No change | 5,666 | 2,474 | 0.09% | 0.1% | 1132 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 5,646 | 2,468 | 0.81% | 0.93% | 1133 | -24 | -0.42% | Q1 2026 | Apr 24, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 5,649 | 2,467 | 0.15% | 0.16% | 1134 | +210 | 3.86% | Q1 2026 | May 01, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | Reduced | 5,650 | 2,467 | 1.77% | 1.86% | 1135 | -95 | -1.65% | Q1 2026 | May 05, 2026 |
| Apeiron RIA LLC | History | Reduced | 5,636 | 2,461 | 0.57% | 0.58% | 1136 | -272 | -4.6% | Q1 2026 | Apr 27, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 5,594 | 2,443 | 0.75% | 0.55% | 1137 | +294 | 5.55% | Q1 2026 | May 12, 2026 |
| Tannin Capital LLC | History | Added to | 5,589 | 2,441 | 1.77% | 2.41% | 1138 | +58 | 1.05% | Q1 2026 | May 12, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 5,548 | 2,423 | 0.03% | 0.03% | 1139 | +249 | 4.7% | Q1 2026 | May 04, 2026 |
| Key FInancial Inc | History | Added to | 5,527 | 2,414 | 0.43% | 0.47% | 1140 | +194 | 3.64% | Q1 2026 | Apr 24, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 5,521 | 2,411 | 0.41% | 0.46% | 1141 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Vantage Financial Partners, LLC | History | No change | 4,925 | 2,402 | 0.49% | 0.49% | 1142 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WEALTH EFFECTS LLC | History | No change | 5,453 | 2,381 | 0.84% | 0.83% | 1143 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 5,440 | 2,376 | 0.0% | 0.0% | 1144 | -1,061 | -16.32% | Q1 2026 | May 15, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | Added to | 5,393 | 2,355 | 2.25% | 2.21% | 1145 | +556 | 11.49% | Q1 2026 | Apr 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 5,384 | 2,351 | 0.03% | 0.03% | 1146 | -134 | -2.43% | Q1 2026 | May 15, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 5,352 | 2,337 | 0.13% | 0.14% | 1147 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 5,343 | 2,333 | 0.42% | 0.44% | 1148 | +226 | 4.42% | Q1 2026 | May 11, 2026 |
| TMB Capital Partners, LLC | History | Added to | 5,323 | 2,325 | 0.78% | 0.7% | 1149 | +1,125 | 26.8% | Q1 2026 | May 08, 2026 |
| Haverford Trust Co | History | Added to | 5,322 | 2,324 | 0.02% | 0.01% | 1150 | +2,671 | 100.75% | Q1 2026 | May 11, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 5,316 | 2,321 | 0.73% | 0.71% | 1151 | +563 | 11.85% | Q1 2026 | May 19, 2026 |
| Synergy Asset Management, LLC | History | Added to | 5,279 | 2,305 | 0.24% | 0.23% | 1152 | +768 | 17.03% | Q1 2026 | May 13, 2026 |
| Harbour Capital Advisors, LLC | History | Added to | 27,726 | 2,301 | 0.44% | 0.49% | 1153 | +22,799 | 462.74% | Q1 2026 | Apr 29, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | Reduced | 5,253 | 2,294 | 1.79% | 2.68% | 1154 | -1,647 | -23.87% | Q1 2026 | May 04, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Reduced | 5,250 | 2,293 | 0.15% | 0.18% | 1155 | -487 | -8.49% | Q1 2026 | Apr 22, 2026 |
| TRUEFG, LLC | History | Reduced | 5,243 | 2,290 | 0.61% | 0.69% | 1156 | -31 | -0.59% | Q1 2026 | Apr 22, 2026 |
| Simplicity Wealth,LLC | History | Added to | 5,242 | 2,289 | 0.13% | 0.15% | 1157 | +4 | 0.08% | Q1 2026 | Apr 30, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | Added to | 5,239 | 2,288 | 2.06% | 2.23% | 1158 | +373 | 7.67% | Q1 2026 | Apr 28, 2026 |
| BXM Wealth LLC | History | Added to | 5,235 | 2,286 | 1.76% | 1.84% | 1159 | +335 | 6.84% | Q1 2026 | Apr 23, 2026 |
| Serenity Investment Advisors | History | Added to | 26,061 | 2,281 | 1.07% | 0.61% | 1160 | +23,932 | 1124.1% | Q1 2026 | May 26, 2026 |
| Legacy Financial Group LLC | History | Reduced | 5,221 | 2,280 | 0.29% | 0.31% | 1161 | -76 | -1.43% | Q1 2026 | May 04, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 5,218 | 2,279 | 0.16% | 0.18% | 1162 | -23 | -0.44% | Q1 2026 | May 12, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 5,213 | 2,276 | 0.39% | 0.43% | 1163 | -57 | -1.08% | Q1 2026 | May 06, 2026 |
| Evergreen Wealth Management, LLC | History | Reduced | 5,208 | 2,274 | 1.17% | 1.28% | 1164 | -1 | -0.02% | Q1 2026 | May 01, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | Added to | 5,195 | 2,269 | 0.17% | 0.19% | 1165 | +45 | 0.87% | Q1 2026 | May 08, 2026 |
| HSBC HOLDINGS PLC | History | New | 5,168 | 2,257 | 0.0% | — | 1166 | +5,168 | New | Q1 2026 | Apr 30, 2026 |
| Sovran Advisors, LLC | History | Added to | 27,100 | 2,253 | 0.18% | 0.19% | 1167 | +22,604 | 502.76% | Q1 2026 | May 01, 2026 |
| Heritage Financial Services, LLC | History | No change | 4,617 | 2,252 | 0.19% | 0.19% | 1168 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 5,145 | 2,247 | 0.14% | 0.16% | 1169 | +108 | 2.14% | Q1 2026 | May 15, 2026 |
| Greenhouse Wealth Management, LLC | History | Reduced | 5,129 | 2,240 | 1.39% | 1.48% | 1171 | -13 | -0.25% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 5,129 | 2,240 | 0.66% | 0.73% | 1170 | +12 | 0.23% | Q1 2026 | Apr 22, 2026 |
| Legacy Advisors, LLC | History | Added to | 5,120 | 2,236 | 0.26% | 0.17% | 1172 | +1,805 | 54.45% | Q1 2026 | May 05, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 5,090 | 2,223 | 1.49% | 2.08% | 1173 | -1,194 | -19.0% | Q1 2026 | Apr 29, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 5,078 | 2,217 | 0.12% | 0.11% | 1174 | -190 | -3.61% | Q1 2026 | Apr 28, 2026 |
| Next Capital Management LLC | History | Added to | 5,067 | 2,213 | 0.67% | 0.77% | 1175 | +125 | 2.53% | Q1 2026 | May 07, 2026 |
| CVA Family Office, LLC | History | Added to | 5,065 | 2,212 | 0.23% | 0.17% | 1176 | +2,066 | 68.89% | Q1 2026 | Apr 29, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 5,053 | 2,207 | 0.46% | 0.18% | 1177 | +3,435 | 212.3% | Q1 2026 | Apr 15, 2026 |
| May Hill Capital, LLC | History | Added to | 5,055 | 2,207 | 0.55% | 0.66% | 1178 | +1 | 0.02% | Q1 2026 | May 06, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 5,020 | 2,192 | 0.27% | 0.3% | 1179 | +284 | 6.0% | Q1 2026 | May 12, 2026 |
| Iron Gate Global Advisors LLC | History | Reduced | 5,018 | 2,191 | 0.23% | 0.26% | 1180 | -219 | -4.18% | Q1 2026 | May 15, 2026 |
| KPP Advisory Services LLC | History | Added to | 5,013 | 2,189 | 0.32% | 0.35% | 1182 | +133 | 2.73% | Q1 2026 | Apr 24, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 5,013 | 2,189 | 0.21% | 0.23% | 1181 | +72 | 1.46% | Q1 2026 | Apr 13, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 5,005 | 2,186 | 0.92% | 0.84% | 1183 | +356 | 7.66% | Q1 2026 | May 15, 2026 |
| DT Investment Partners, LLC | History | Reduced | 4,968 | 2,169 | 0.18% | 0.2% | 1184 | -10 | -0.2% | Q1 2026 | May 14, 2026 |
| Fjell Capital, LLC | History | Reduced | 4,948 | 2,161 | 1.66% | 2.44% | 1185 | -1,582 | -24.23% | Q1 2026 | Apr 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 4,940 | 2,158 | 0.13% | 0.11% | 1186 | +59 | 1.21% | Q1 2026 | Apr 28, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 4,894 | 2,138 | 0.25% | 0.28% | 1187 | +123 | 2.58% | Q1 2026 | Apr 17, 2026 |
| EFG International AG | History | Added to | 4,880 | 2,131 | 0.05% | 0.01% | 1188 | +3,573 | 273.37% | Q1 2026 | May 15, 2026 |
| Cardinal Point Capital Management ULC | History | New | 4,866 | 2,125 | 0.13% | — | 1190 | +4,866 | New | Q1 2026 | Apr 20, 2026 |
| KLCM Advisors, Inc. | History | Reduced | 4,866 | 2,125 | 0.18% | 0.2% | 1189 | -25 | -0.51% | Q1 2026 | Apr 30, 2026 |
| Balefire, LLC | History | Added to | 4,860 | 2,122 | 0.4% | 0.44% | 1191 | +263 | 5.72% | Q1 2026 | May 07, 2026 |
| CBM Financial, LLC | History | Added to | 25,581 | 2,110 | 1.32% | 1.37% | 1192 | +21,232 | 488.2% | Q1 2026 | May 12, 2026 |
| Harbor Group, Inc. | History | Added to | 4,824 | 2,107 | 0.3% | 0.27% | 1195 | +1,133 | 30.7% | Q1 2026 | Apr 10, 2026 |
| Asset Dedication, LLC | History | Added to | 4,824 | 2,107 | 0.15% | 0.15% | 1193 | +124 | 2.64% | Q1 2026 | May 29, 2026 |
| Larson Financial Group LLC | History | Added to | 4,824 | 2,107 | 0.07% | 0.08% | 1194 | +115 | 2.44% | Q1 2026 | May 15, 2026 |
| Occidental Asset Management, LLC | History | Added to | 4,822 | 2,106 | 0.25% | 0.28% | 1196 | +18 | 0.37% | Q1 2026 | Apr 15, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 4,818 | 2,104 | 1.11% | 0.9% | 1197 | -26 | -0.54% | Q1 2026 | May 14, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 4,817 | 2,104 | 0.11% | 0.13% | 1198 | -16 | -0.33% | Q1 2026 | Apr 08, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 4,794 | 2,094 | 0.72% | 0.8% | 1199 | +1 | 0.02% | Q1 2026 | Apr 23, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 25,104 | 2,080 | 0.66% | 0.51% | 1200 | +22,119 | 741.01% | Q1 2026 | May 12, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 4,755 | 2,076 | 1.05% | 1.21% | 1201 | +121 | 2.61% | Q1 2026 | May 15, 2026 |
| Element Squared LLC | History | Added to | 4,724 | 2,063 | 1.16% | 1.23% | 1202 | +92 | 1.99% | Q1 2026 | Apr 23, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 23,567 | 2,062 | 0.12% | 0.17% | 1203 | +17,992 | 322.73% | Q1 2026 | May 14, 2026 |
| Trilogy Capital Inc. | History | Added to | 4,692 | 2,049 | 0.09% | 0.1% | 1204 | +123 | 2.69% | Q1 2026 | Apr 21, 2026 |
| Ballast Financial Advisors LLC | History | Added to | 4,666 | 2,037 | 2.09% | 2.3% | 1205 | +91 | 1.99% | Q1 2026 | May 13, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 4,627 | 2,020 | 0.09% | 0.1% | 1206 | +80 | 1.76% | Q1 2026 | May 05, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Added to | 4,829 | 2,019 | 0.04% | 0.03% | 1207 | +1,746 | 56.63% | Q1 2026 | May 15, 2026 |
| CGC Financial Services, LLC | History | Added to | 4,616 | 2,016 | 0.58% | 0.56% | 1208 | +335 | 7.83% | Q1 2026 | Apr 13, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 4,614 | 2,015 | 0.11% | 0.12% | 1209 | +78 | 1.72% | Q1 2026 | Apr 17, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 24,343 | 2,012 | 0.13% | 0.13% | 1211 | +20,332 | 506.91% | Q1 2026 | May 12, 2026 |
| PECAUT & CO. | History | Reduced | 4,608 | 2,012 | 0.65% | 0.75% | 1210 | -175 | -3.66% | Q1 2026 | May 11, 2026 |
| Goldstein Advisors, LLC | History | Added to | 4,577 | 1,999 | 0.22% | 0.24% | 1212 | +228 | 5.24% | Q1 2026 | Apr 28, 2026 |
| UNITED BANK | History | No change | 4,574 | 1,997 | 0.26% | 0.29% | 1213 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 4,562 | 1,992 | 0.81% | 0.87% | 1214 | +116 | 2.61% | Q1 2026 | May 08, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 4,500 | 1,987 | 0.03% | 0.04% | 1215 | -141 | -3.04% | Q1 2026 | May 14, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | New | 4,547 | 1,986 | 0.31% | — | 1216 | +4,547 | New | Q1 2026 | Jul 27, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 4,526 | 1,976 | 0.31% | 0.31% | 1217 | +134 | 3.05% | Q1 2026 | May 05, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 4,523 | 1,975 | 0.01% | 0.02% | 1218 | -1,204 | -21.02% | Q1 2026 | Apr 14, 2026 |
| GM Advisory Group, LLC | History | Added to | 4,518 | 1,973 | 0.08% | 0.09% | 1219 | +8 | 0.18% | Q1 2026 | Apr 28, 2026 |
| Birnam Oak Advisors, LP | History | No change | 27,100 | 1,972 | 0.45% | 2.96% | 1220 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cane Capital Partners, LLC | History | Added to | 4,499 | 1,965 | 0.86% | 0.44% | 1222 | +2,212 | 96.72% | Q1 2026 | Apr 24, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 4,500 | 1,965 | 0.42% | 0.55% | 1221 | -1,136 | -20.16% | Q1 2026 | Apr 15, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 4,489 | 1,960 | 0.62% | 0.69% | 1223 | -111 | -2.41% | Q1 2026 | May 12, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 4,483 | 1,957 | 0.22% | 0.23% | 1224 | +12 | 0.27% | Q1 2026 | May 04, 2026 |
| Orin Green Financial, LLC | History | Reduced | 4,482 | 1,957 | 0.8% | 0.88% | 1225 | -11 | -0.24% | Q1 2026 | Apr 29, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 4,475 | 1,954 | 0.63% | 0.69% | 1226 | +257 | 6.09% | Q1 2026 | May 04, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 4,472 | 1,953 | 0.27% | 0.31% | 1227 | -48 | -1.06% | Q1 2026 | Apr 23, 2026 |
| Clarendon Private LLC | History | Added to | 4,458 | 1,947 | 1.5% | 1.84% | 1228 | +5 | 0.11% | Q1 2026 | May 11, 2026 |
| Douglass Winthrop Advisors, LLC | History | Added to | 4,456 | 1,946 | 0.04% | 0.04% | 1229 | +26 | 0.59% | Q1 2026 | May 13, 2026 |
| Glenview Trust Co | History | Added to | 4,428 | 1,934 | 0.03% | 0.03% | 1230 | +281 | 6.78% | Q1 2026 | May 08, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 4,415 | 1,928 | 0.36% | 0.57% | 1231 | -1,396 | -24.02% | Q1 2026 | Apr 13, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 4,414 | 1,928 | 0.38% | 0.44% | 1232 | -24 | -0.54% | Q1 2026 | May 14, 2026 |
| Maia Wealth LLC | History | Reduced | 4,398 | 1,920 | 0.32% | 0.38% | 1233 | -390 | -8.15% | Q1 2026 | May 08, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 4,393 | 1,918 | 0.5% | 0.68% | 1234 | -596 | -11.95% | Q1 2026 | May 06, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 4,387 | 1,916 | 0.07% | 0.09% | 1235 | -698 | -13.73% | Q1 2026 | Apr 20, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 4,379 | 1,912 | 0.34% | 0.42% | 1236 | -148 | -3.27% | Q1 2026 | May 11, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 4,375 | 1,910 | 0.04% | 0.05% | 1237 | +58 | 1.34% | Q1 2026 | Apr 29, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 4,361 | 1,904 | 1.71% | 2.47% | 1238 | +947 | 27.74% | Q1 2026 | May 11, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 4,356 | 1,902 | 0.2% | 0.23% | 1239 | +5 | 0.11% | Q1 2026 | Apr 08, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 4,349 | 1,899 | 0.14% | 0.03% | 1240 | +3,484 | 402.77% | Q1 2026 | May 13, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 4,346 | 1,898 | 0.1% | 0.09% | 1241 | +1,123 | 34.84% | Q1 2026 | May 11, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | Added to | 4,333 | 1,892 | 0.12% | 0.09% | 1242 | +798 | 22.57% | Q1 2026 | Apr 15, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 4,319 | 1,889 | 0.36% | 0.27% | 1244 | +2,916 | 207.84% | Q1 2026 | Apr 29, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 4,327 | 1,889 | 0.23% | 0.16% | 1243 | +1,675 | 63.16% | Q1 2026 | Apr 10, 2026 |
| Accel Wealth Management | History | Added to | 4,324 | 1,888 | 0.49% | 0.56% | 1245 | +131 | 3.12% | Q1 2026 | Apr 08, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 4,310 | 1,882 | 0.03% | 0.03% | 1246 | +241 | 5.92% | Q1 2026 | May 01, 2026 |
| Obermeyer Wealth Partners | History | Added to | 4,306 | 1,880 | 0.09% | 0.09% | 1247 | +131 | 3.14% | Q1 2026 | Apr 20, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 4,304 | 1,880 | 0.25% | 0.3% | 1248 | -68 | -1.56% | Q1 2026 | Apr 28, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 4,300 | 1,878 | 0.4% | 0.46% | 1250 | +2 | 0.05% | Q1 2026 | Apr 13, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | No change | 4,301 | 1,878 | 0.1% | 0.11% | 1249 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MOKAN Wealth Management Inc. | History | Reduced | 4,277 | 1,869 | 0.83% | 5.06% | 1252 | -19,095 | -81.7% | Q1 2026 | May 01, 2026 |
| Saiph Capital, LLC | History | Added to | 4,279 | 1,869 | 0.71% | 0.74% | 1251 | +63 | 1.49% | Q1 2026 | May 12, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 4,518 | 1,868 | 0.86% | 0.85% | 1253 | +284 | 6.71% | Q1 2026 | Apr 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 4,226 | 1,866 | 0.13% | 0.14% | 1254 | +25 | 0.6% | Q1 2026 | May 01, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Reduced | 4,269 | 1,864 | 0.08% | 0.09% | 1255 | -15 | -0.35% | Q1 2026 | Apr 29, 2026 |
| Kearns & Associates LLC | History | No change | 4,267 | 1,864 | 1.0% | 1.08% | 1256 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 4,262 | 1,861 | 0.79% | 0.87% | 1257 | +59 | 1.4% | Q1 2026 | Apr 20, 2026 |
| Bravera Wealth | History | Added to | 4,240 | 1,851 | 0.83% | 0.7% | 1258 | +1,367 | 47.58% | Q1 2026 | Apr 22, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Reduced | 4,230 | 1,847 | 0.95% | 1.16% | 1259 | -654 | -13.39% | Q1 2026 | May 14, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 4,227 | 1,846 | 0.73% | 0.82% | 1260 | +66 | 1.59% | Q1 2026 | May 11, 2026 |
| Wealth Preservation Advisors, LLC | History | Reduced | 4,218 | 1,842 | 1.53% | 1.41% | 1261 | -1,506 | -26.31% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | Reduced | 4,148 | 1,841 | 0.02% | 0.03% | 1262 | -1,071 | -20.52% | Q1 2026 | Apr 28, 2026 |
| Foguth Wealth Management, LLC. | History | Added to | 20,488 | 1,835 | 0.21% | 0.38% | 1263 | +15,497 | 310.5% | Q1 2026 | Jun 01, 2026 |
| REDW Wealth LLC | History | Reduced | 4,200 | 1,834 | 0.73% | 1.07% | 1264 | -1,551 | -26.97% | Q1 2026 | May 07, 2026 |
| Daybright Advisory Services, Inc. | History | Reduced | 4,198 | 1,833 | 0.51% | 0.64% | 1265 | -701 | -14.31% | Q1 2026 | May 12, 2026 |
| Compass Advisory Group LLC | History | Added to | 4,193 | 1,831 | 0.49% | 0.55% | 1266 | +4 | 0.1% | Q1 2026 | Apr 21, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Reduced | 4,191 | 1,830 | 0.92% | 0.93% | 1267 | -13 | -0.31% | Q1 2026 | Apr 16, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Reduced | 4,191 | 1,830 | 1.54% | 1.5% | 1268 | -10 | -0.24% | Q1 2026 | May 15, 2026 |
| Vision Retirement, LLC | History | Added to | 4,185 | 1,828 | 0.52% | 0.07% | 1269 | +3,655 | 689.62% | Q1 2026 | May 07, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 4,182 | 1,826 | 0.03% | 0.07% | 1270 | -1,809 | -30.2% | Q1 2026 | May 11, 2026 |
| DeLarme Wealth Management, Inc. | History | Added to | 4,177 | 1,824 | 1.17% | 1.22% | 1272 | +644 | 18.23% | Q1 2026 | Apr 23, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 4,178 | 1,824 | 0.61% | 0.57% | 1271 | +617 | 17.33% | Q1 2026 | Apr 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 4,124 | 1,819 | 0.01% | 0.01% | 1274 | +118 | 2.95% | Q1 2026 | May 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 4,166 | 1,819 | 0.0% | 0.0% | 1273 | +22 | 0.53% | Q1 2026 | May 13, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 4,163 | 1,818 | 0.08% | 0.04% | 1275 | +2,492 | 149.13% | Q1 2026 | May 14, 2026 |
| Next Level Private LLC | History | Reduced | 4,164 | 1,818 | 0.41% | 0.54% | 1276 | -33 | -0.79% | Q1 2026 | Apr 23, 2026 |
| ALLSTREET CAPITAL ADVISORS LLC | History | Reduced | 4,158 | 1,816 | 1.34% | 1.58% | 1277 | -311 | -6.96% | Q1 2026 | Jul 16, 2026 |
| Detalus Advisors, LLC | History | Added to | 4,152 | 1,813 | 0.41% | 0.47% | 1278 | +171 | 4.3% | Q1 2026 | Apr 22, 2026 |
| Manchester Capital Management LLC | History | Added to | 4,146 | 1,810 | 0.26% | 0.23% | 1279 | +755 | 22.26% | Q1 2026 | May 11, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 4,141 | 1,808 | 0.11% | 0.12% | 1280 | +52 | 1.27% | Q1 2026 | May 13, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 4,139 | 1,807 | 0.27% | 0.31% | 1281 | -135 | -3.16% | Q1 2026 | Apr 23, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 4,109 | 1,794 | 0.12% | 0.15% | 1282 | -377 | -8.4% | Q1 2026 | May 12, 2026 |
| Avant Capital LLC | History | Reduced | 4,106 | 1,793 | 1.26% | 1.48% | 1283 | -307 | -6.96% | Q1 2026 | May 12, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 4,103 | 1,792 | 0.24% | 0.15% | 1284 | +1,976 | 92.9% | Q1 2026 | May 11, 2026 |
| Hershey Financial Advisers, LLC | History | New | 4,097 | 1,789 | 1.54% | — | 1286 | +4,097 | New | Q1 2026 | May 06, 2026 |
| SkyOak Wealth, LLC | History | Added to | 4,098 | 1,789 | 0.33% | 0.33% | 1285 | +323 | 8.56% | Q1 2026 | Apr 30, 2026 |
| Rossmore Private Capital | History | Added to | 4,091 | 1,786 | 0.16% | 0.18% | 1287 | +5 | 0.12% | Q1 2026 | May 01, 2026 |
| GAMMA Investing LLC | History | Added to | 4,064 | 1,775 | 0.08% | 0.1% | 1288 | +8 | 0.2% | Q1 2026 | Apr 06, 2026 |
| Park Place Capital Corp | History | No change | 4,063 | 1,774 | 0.36% | 0.41% | 1289 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Aventus Investment Advisors, Inc. | History | Reduced | 4,014 | 1,753 | 1.48% | 1.61% | 1290 | -55 | -1.35% | Q1 2026 | Apr 15, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Reduced | 3,996 | 1,745 | 0.82% | 0.9% | 1291 | -7 | -0.17% | Q1 2026 | Apr 16, 2026 |
| Oakworth Capital, Inc. | History | No change | 3,994 | 1,744 | 0.09% | 0.11% | 1292 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 3,987 | 1,741 | 0.04% | 0.05% | 1293 | -58 | -1.43% | Q1 2026 | May 12, 2026 |
| SFM, LLC | History | Reduced | 3,979 | 1,737 | 1.05% | 1.15% | 1294 | -40 | -1.0% | Q1 2026 | Apr 08, 2026 |
| Ally Invest Advisors Inc. | History | Reduced | 3,971 | 1,734 | 0.12% | 0.15% | 1295 | -579 | -12.73% | Q1 2026 | May 12, 2026 |
| Intrua Financial, LLC | History | Reduced | 3,964 | 1,731 | 0.18% | 0.26% | 1296 | -1,150 | -22.49% | Q1 2026 | Apr 23, 2026 |
| NorthLanding Financial Partners, LLC | History | Reduced | 3,962 | 1,730 | 1.39% | 1.59% | 1297 | -90 | -2.22% | Q1 2026 | Apr 27, 2026 |
| West Financial Advisors, LLC | History | Reduced | 3,935 | 1,718 | 0.29% | 0.32% | 1298 | -9 | -0.23% | Q1 2026 | Apr 08, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 3,926 | 1,714 | 0.02% | 0.02% | 1299 | +130 | 3.42% | Q1 2026 | May 14, 2026 |
| Taylor Hoffman Capital Management LLC | History | Reduced | 3,924 | 1,713 | 0.53% | 0.62% | 1300 | -285 | -6.77% | Q1 2026 | May 12, 2026 |
| Breakwater Capital Group | History | Added to | 3,916 | 1,710 | 0.23% | 0.27% | 1301 | +4 | 0.1% | Q1 2026 | Apr 20, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 3,909 | 1,707 | 0.5% | 0.58% | 1302 | -73 | -1.83% | Q1 2026 | Apr 30, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 3,827 | 1,700 | 0.47% | 0.54% | 1303 | +9 | 0.24% | Q1 2026 | Apr 08, 2026 |
| Asset Management Group, Inc. | History | Added to | 3,891 | 1,699 | 0.27% | 0.31% | 1304 | +3 | 0.08% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 3,880 | 1,694 | 0.12% | 0.12% | 1305 | +233 | 6.39% | Q1 2026 | Apr 21, 2026 |
| IFC Advisors LLC | History | No change | 3,865 | 1,688 | 0.24% | 0.28% | 1306 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 3,864 | 1,687 | 0.04% | 0.05% | 1307 | -748 | -16.22% | Q1 2026 | May 13, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 3,861 | 1,686 | 0.16% | 0.23% | 1308 | -1,108 | -22.3% | Q1 2026 | May 05, 2026 |
| Wiser Advisor Group LLC | History | Reduced | 3,846 | 1,679 | 2.03% | 2.32% | 1310 | -308 | -7.41% | Q1 2026 | Apr 22, 2026 |
| Fusion Family Wealth, LLC | History | No change | 3,844 | 1,679 | 0.13% | 0.14% | 1309 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Athena Investment Management | History | Added to | 3,843 | 1,678 | 0.87% | 0.89% | 1311 | +277 | 7.77% | Q1 2026 | May 11, 2026 |
| Yelin Lapidot Holdings Management Ltd. | History | No change | 3,835 | 1,675 | 0.35% | 0.37% | 1312 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 3,833 | 1,674 | 0.18% | 0.24% | 1313 | -1,078 | -21.95% | Q1 2026 | Apr 15, 2026 |
| FOCUSED ALPHA, LLC | History | Reduced | 3,823 | 1,669 | 0.52% | 0.58% | 1314 | -195 | -4.85% | Q1 2026 | May 12, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 3,816 | 1,666 | 0.06% | 0.05% | 1315 | +949 | 33.1% | Q1 2026 | May 07, 2026 |
| Stonebrook Private Inc. | History | Reduced | 3,815 | 1,666 | 0.35% | 0.44% | 1316 | -522 | -12.04% | Q1 2026 | May 11, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Reduced | 3,813 | 1,665 | 0.94% | 1.07% | 1317 | -112 | -2.85% | Q1 2026 | May 14, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | Reduced | 3,803 | 1,661 | 0.8% | 0.92% | 1318 | -10 | -0.26% | Q1 2026 | May 15, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 3,797 | 1,658 | 0.29% | — | 1321 | +3,797 | New | Q1 2026 | Apr 28, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 3,798 | 1,658 | 0.46% | 0.5% | 1320 | +81 | 2.18% | Q1 2026 | Apr 15, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 3,797 | 1,658 | 0.0% | 0.0% | 1319 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Vertrix Wealth Management, LLC | History | New | 3,793 | 1,656 | 0.61% | — | 1322 | +3,793 | New | Q1 2026 | Apr 24, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 3,788 | 1,654 | 1.07% | 1.17% | 1325 | +94 | 2.54% | Q1 2026 | May 08, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 3,789 | 1,654 | 0.0% | 0.0% | 1323 | +48 | 1.28% | Q1 2026 | May 15, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 3,788 | 1,654 | 0.63% | 0.69% | 1324 | -30 | -0.79% | Q1 2026 | Apr 24, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 3,775 | 1,648 | 0.77% | 0.76% | 1326 | +200 | 5.59% | Q1 2026 | May 04, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 3,368 | 1,643 | 0.11% | 0.11% | 1327 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 3,756 | 1,640 | 0.09% | 0.1% | 1328 | +130 | 3.59% | Q1 2026 | Apr 30, 2026 |
| Lantz Financial LLC | History | No change | 3,750 | 1,637 | 0.34% | 0.39% | 1329 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 3,731 | 1,635 | 0.05% | 0.06% | 1330 | -58 | -1.53% | Q1 2026 | May 06, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 3,740 | 1,633 | 0.81% | 0.92% | 1331 | +1 | 0.03% | Q1 2026 | May 15, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 3,736 | 1,631 | 0.72% | 0.88% | 1332 | -168 | -4.3% | Q1 2026 | May 27, 2026 |
| Winch Advisory Services, LLC | History | Added to | 3,733 | 1,630 | 0.37% | 0.26% | 1333 | +1,329 | 55.28% | Q1 2026 | Apr 30, 2026 |
| SK Wealth Management, LLC | History | Added to | 3,649 | 1,620 | 0.45% | 0.48% | 1334 | +66 | 1.84% | Q1 2026 | May 06, 2026 |
| Western Reserve Capital Management, LLC | History | Added to | 3,706 | 1,618 | 1.33% | 1.66% | 1335 | +64 | 1.76% | Q1 2026 | Apr 27, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 3,703 | 1,617 | 0.89% | 1.51% | 1336 | -2,019 | -35.28% | Q1 2026 | Apr 28, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 3,704 | 1,617 | 0.54% | 0.59% | 1337 | +2 | 0.05% | Q1 2026 | May 08, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 3,691 | 1,612 | 0.03% | 0.03% | 1338 | +296 | 8.72% | Q1 2026 | May 13, 2026 |
| Arkos Global Advisors | History | Reduced | 3,682 | 1,608 | 0.2% | 0.24% | 1339 | -105 | -2.77% | Q1 2026 | May 13, 2026 |
| TME FINANCIAL, INC. | History | Added to | 3,671 | 1,603 | 1.11% | 1.13% | 1340 | +366 | 11.07% | Q1 2026 | May 12, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 3,667 | 1,601 | 0.49% | 0.58% | 1341 | -221 | -5.68% | Q1 2026 | Apr 21, 2026 |
| LaFleur & Godfrey LLC | History | Added to | 3,665 | 1,600 | 0.2% | 0.22% | 1342 | +20 | 0.55% | Q1 2026 | May 04, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 3,657 | 1,597 | 0.11% | 0.11% | 1343 | +142 | 4.04% | Q1 2026 | May 21, 2026 |
| ADVOCATE GROUP LLC | History | Added to | 3,654 | 1,596 | 0.25% | 0.29% | 1344 | +5 | 0.14% | Q1 2026 | Apr 13, 2026 |
| River Wealth Advisors LLC | History | Reduced | 3,653 | 1,595 | 0.18% | 0.2% | 1345 | -51 | -1.38% | Q1 2026 | May 13, 2026 |
| Graney & King, LLC | History | Added to | 3,645 | 1,591 | 0.86% | 0.95% | 1347 | +329 | 9.92% | Q1 2026 | May 18, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | No change | 3,643 | 1,591 | 0.81% | 0.89% | 1346 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 3,640 | 1,589 | 0.06% | 0.07% | 1348 | +51 | 1.42% | Q1 2026 | May 07, 2026 |
| Hilltop National Bank | History | Added to | 3,629 | 1,585 | 0.38% | 0.41% | 1350 | +165 | 4.76% | Q1 2026 | Apr 02, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 3,631 | 1,585 | 0.05% | 0.05% | 1349 | +8 | 0.22% | Q1 2026 | May 13, 2026 |
| Lincoln Capital LLC | History | Reduced | 3,614 | 1,577 | 0.3% | 0.32% | 1351 | -55 | -1.5% | Q1 2026 | May 01, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 3,600 | 1,572 | 0.32% | 0.34% | 1352 | -228 | -5.96% | Q1 2026 | Apr 08, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 3,716 | 1,570 | 0.11% | 0.73% | 1353 | -16,579 | -81.69% | Q1 2026 | May 05, 2026 |
| Foster Group, Inc. | History | Added to | 3,569 | 1,558 | 0.05% | 0.05% | 1354 | +41 | 1.16% | Q1 2026 | Apr 13, 2026 |
| Investments & Financial Planning, LLC | History | Reduced | 3,569 | 1,558 | 0.85% | 0.94% | 1355 | -14 | -0.39% | Q1 2026 | May 11, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 3,186 | 1,554 | 0.05% | 0.05% | 1356 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 3,550 | 1,550 | 0.33% | 0.37% | 1357 | -9 | -0.25% | Q1 2026 | May 05, 2026 |
| Colonial Trust Co / SC | History | Reduced | 3,523 | 1,538 | 0.21% | 0.23% | 1358 | -68 | -1.89% | Q1 2026 | May 12, 2026 |
| PCM Encore, LLC | History | Reduced | 3,520 | 1,537 | 0.32% | 0.37% | 1359 | -75 | -2.09% | Q1 2026 | May 12, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 3,514 | 1,534 | 0.31% | 0.34% | 1360 | -90 | -2.5% | Q1 2026 | May 12, 2026 |
| GRANVILLE CAPITAL, INC. | History | Added to | 3,511 | 1,533 | 0.8% | 0.91% | 1362 | +2 | 0.06% | Q1 2026 | May 11, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 3,144 | 1,533 | 0.14% | 0.14% | 1361 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 3,493 | 1,525 | 1.03% | 1.33% | 1363 | -486 | -12.21% | Q1 2026 | Apr 30, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 3,484 | 1,521 | 0.13% | — | 1364 | +3,484 | New | Q1 2026 | May 06, 2026 |
| New Republic Capital, LLC | History | Reduced | 3,482 | 1,520 | 0.51% | 0.47% | 1365 | -165 | -4.52% | Q1 2026 | May 01, 2026 |
| Trinity Financial Advisors LLC | History | Reduced | 3,479 | 1,519 | 0.43% | 0.83% | 1366 | -2,622 | -42.98% | Q1 2026 | Apr 07, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 3,477 | 1,518 | 0.33% | 0.38% | 1367 | -15 | -0.43% | Q1 2026 | May 11, 2026 |
| GeoWealth Management, LLC | History | Reduced | 3,475 | 1,517 | 0.05% | 0.07% | 1369 | -327 | -8.6% | Q1 2026 | May 13, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Added to | 3,474 | 1,517 | 0.22% | 0.24% | 1368 | +64 | 1.88% | Q1 2026 | May 05, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 3,468 | 1,514 | 0.82% | 0.62% | 1371 | +1,232 | 55.1% | Q1 2026 | May 15, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Added to | 3,467 | 1,514 | 0.36% | 0.39% | 1370 | +106 | 3.15% | Q1 2026 | May 08, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 3,463 | 1,512 | 0.02% | 0.01% | 1372 | +762 | 28.21% | Q1 2026 | May 15, 2026 |
| AMG National Trust Bank | History | Added to | 3,454 | 1,508 | 0.03% | 0.03% | 1373 | +1,055 | 43.98% | Q1 2026 | May 04, 2026 |
| Donalies Financial Planning, LLC | History | Added to | 3,455 | 1,508 | 1.29% | 1.41% | 1374 | +70 | 2.07% | Q1 2026 | May 05, 2026 |
| Twin Lakes Capital Management, LLC | History | Reduced | 3,451 | 1,507 | 0.69% | 0.8% | 1375 | -244 | -6.6% | Q1 2026 | May 18, 2026 |
| TFB Advisors LLC | History | Reduced | 3,450 | 1,506 | 0.79% | 0.76% | 1376 | -2,158 | -38.48% | Q1 2026 | Apr 20, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 3,448 | 1,506 | 0.16% | 0.19% | 1377 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 3,442 | 1,503 | 0.26% | 0.3% | 1378 | -10 | -0.29% | Q1 2026 | Apr 15, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 3,433 | 1,499 | 0.16% | 0.15% | 1379 | +105 | 3.16% | Q1 2026 | May 06, 2026 |
| Graetz Wealth LLC | History | Reduced | 3,430 | 1,498 | 1.34% | 2.21% | 1380 | -1,557 | -31.22% | Q1 2026 | Apr 30, 2026 |
| Generations Wealth, LLC | History | Added to | 3,427 | 1,496 | 1.45% | 1.51% | 1381 | +392 | 12.92% | Q1 2026 | May 05, 2026 |
| TRUST CO OF VERMONT | History | No change | 3,038 | 1,482 | 0.06% | 0.06% | 1382 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | No change | 3,362 | 1,468 | 0.13% | 0.16% | 1383 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Innovative Wealth Building LLC | History | Added to | 3,353 | 1,464 | 1.03% | 1.05% | 1384 | +394 | 13.32% | Q1 2026 | May 01, 2026 |
| INGALLS & SNYDER LLC | History | No change | 3,347 | 1,462 | 0.05% | 0.06% | 1385 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 3,346 | 1,461 | 0.19% | 0.72% | 1386 | -7,858 | -70.14% | Q1 2026 | May 04, 2026 |
| Operose Advisors LLC | History | Added to | 3,341 | 1,459 | 0.34% | 0.38% | 1387 | +13 | 0.39% | Q1 2026 | May 12, 2026 |
| Cohen Investment Advisors LLC | History | Added to | 3,329 | 1,454 | 0.69% | 0.71% | 1388 | +183 | 5.82% | Q1 2026 | Apr 28, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Reduced | 3,326 | 1,452 | 0.22% | 0.27% | 1389 | -500 | -13.07% | Q1 2026 | Apr 29, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 3,319 | 1,449 | 0.02% | 0.02% | 1390 | +1,165 | 54.09% | Q1 2026 | May 11, 2026 |
| Avestar Capital, LLC | History | Added to | 3,316 | 1,448 | 0.09% | 0.05% | 1391 | +1,682 | 102.94% | Q1 2026 | May 13, 2026 |
| McAlister, Sweet & Associates, Inc. | History | Added to | 3,301 | 1,441 | 0.9% | 1.22% | 1392 | +2 | 0.06% | Q1 2026 | Apr 02, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | Added to | 3,291 | 1,437 | 0.13% | 0.14% | 1393 | +146 | 4.64% | Q1 2026 | Apr 22, 2026 |
| CERTUITY, LLC | History | Reduced | 3,286 | 1,435 | 0.09% | 0.17% | 1394 | -2,265 | -40.8% | Q1 2026 | May 11, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 3,278 | 1,431 | 0.32% | 0.36% | 1395 | +84 | 2.63% | Q1 2026 | Apr 21, 2026 |
| Claro Advisors Inc. | History | Added to | 3,259 | 1,423 | 0.17% | 0.18% | 1396 | +546 | 20.13% | Q1 2026 | Apr 21, 2026 |
| LifeSteps Financial, Inc. | History | Reduced | 3,257 | 1,422 | 0.9% | 1.23% | 1397 | -680 | -17.27% | Q1 2026 | Apr 22, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Added to | 3,256 | 1,422 | 0.45% | 0.5% | 1398 | +1 | 0.03% | Q1 2026 | Apr 14, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | New | 3,251 | 1,420 | 0.49% | — | 1399 | +3,251 | New | Q1 2026 | May 14, 2026 |
| CRA Financial Services, LLC | History | Reduced | 3,234 | 1,412 | 0.18% | 0.26% | 1400 | -854 | -20.89% | Q1 2026 | Apr 09, 2026 |
| 360 Financial, Inc. | History | Reduced | 3,227 | 1,409 | 0.42% | 0.51% | 1401 | -207 | -6.03% | Q1 2026 | May 07, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 3,222 | 1,407 | 0.16% | 0.2% | 1402 | -34 | -1.04% | Q1 2026 | May 08, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 3,211 | 1,402 | 0.02% | 0.02% | 1404 | +1,299 | 67.94% | Q1 2026 | May 04, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 3,212 | 1,402 | 0.3% | 0.33% | 1403 | +7 | 0.22% | Q1 2026 | May 08, 2026 |
| Boston Trust Walden Corp | History | Reduced | 3,206 | 1,400 | 0.01% | 0.01% | 1405 | -128 | -3.84% | Q1 2026 | Apr 24, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 3,198 | 1,396 | 0.13% | 0.1% | 1406 | +1,068 | 50.14% | Q1 2026 | May 06, 2026 |
| First Bancorp, Inc /ME/ | History | Added to | 3,188 | 1,392 | 0.69% | 0.61% | 1407 | +855 | 36.65% | Q1 2026 | Apr 20, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Reduced | 3,185 | 1,391 | 0.25% | 0.42% | 1408 | -43 | -1.33% | Q1 2026 | May 01, 2026 |
| Aureus Asset Management, LLC | History | No change | 3,183 | 1,390 | 0.09% | 0.1% | 1409 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 3,176 | 1,387 | 0.06% | 0.29% | 1410 | -11,007 | -77.61% | Q1 2026 | May 12, 2026 |
| DMKC Advisory Services, LLC | History | Reduced | 3,176 | 1,387 | 0.58% | 0.7% | 1411 | -115 | -3.49% | Q1 2026 | May 01, 2026 |
| Jackson Wealth Management, LLC | History | Reduced | 3,174 | 1,386 | 0.14% | 0.16% | 1412 | -106 | -3.23% | Q1 2026 | May 11, 2026 |
| LRI Investments, LLC | History | Reduced | 3,170 | 1,384 | 0.12% | 0.13% | 1413 | -229 | -6.74% | Q1 2026 | Apr 30, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 3,165 | 1,382 | 0.31% | 0.29% | 1414 | +456 | 16.83% | Q1 2026 | Apr 03, 2026 |
| Cosner Financial Group, LLC | History | Reduced | 3,275 | 1,378 | 0.76% | 0.83% | 1415 | -51 | -1.53% | Q1 2026 | May 01, 2026 |
| Archer Investment Management, LLC | History | Added to | 3,153 | 1,377 | 0.58% | 0.11% | 1416 | +2,721 | 629.86% | Q1 2026 | Apr 08, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Added to | 3,152 | 1,376 | 0.5% | 0.44% | 1417 | +772 | 32.44% | Q1 2026 | Apr 27, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 3,148 | 1,375 | 0.12% | — | 1418 | +3,148 | New | Q1 2026 | Apr 08, 2026 |
| Breakwater Investment Management | History | Reduced | 3,147 | 1,374 | 0.51% | 0.58% | 1419 | -137 | -4.17% | Q1 2026 | May 14, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 3,144 | 1,373 | 0.18% | 0.24% | 1420 | -579 | -15.55% | Q1 2026 | May 04, 2026 |
| Sound Income Strategies, LLC | History | Added to | 3,109 | 1,372 | 0.07% | 0.06% | 1421 | +340 | 12.28% | Q1 2026 | Apr 27, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 3,125 | 1,365 | 0.0% | 0.0% | 1422 | -277 | -8.14% | Q1 2026 | May 15, 2026 |
| Accent Capital Management, LLC | History | Reduced | 13,429 | 1,362 | 0.66% | 1.17% | 1423 | -1 | -0.01% | Q1 2026 | May 11, 2026 |
| Team Hewins, LLC | History | Reduced | 3,118 | 1,361 | 0.4% | 0.51% | 1424 | -154 | -4.71% | Q1 2026 | Apr 30, 2026 |
| Ruggaard & Associates LLC | History | Added to | 3,109 | 1,358 | 0.54% | 0.58% | 1425 | +74 | 2.44% | Q1 2026 | May 26, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 3,108 | 1,357 | 0.41% | 0.5% | 1426 | +74 | 2.44% | Q1 2026 | May 05, 2026 |
| Goodwin Investment Advisory | History | Reduced | 3,093 | 1,350 | 1.61% | 2.01% | 1427 | -664 | -17.67% | Q1 2026 | May 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 3,060 | 1,346 | 0.0% | 0.0% | 1428 | +1,627 | 113.54% | Q1 2026 | May 05, 2026 |
| Passive Capital Management, LLC. | History | Added to | 3,080 | 1,345 | 0.4% | 0.45% | 1429 | +115 | 3.88% | Q1 2026 | May 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 3,075 | 1,342 | 0.14% | 0.15% | 1430 | +274 | 9.78% | Q1 2026 | May 04, 2026 |
| Del-Sette Capital Management, LLC | History | Reduced | 3,055 | 1,334 | 0.8% | 0.93% | 1431 | -52 | -1.67% | Q1 2026 | May 04, 2026 |
| Grange Capital, LLC | History | Reduced | 3,052 | 1,333 | 1.33% | 1.62% | 1432 | -401 | -11.61% | Q1 2026 | Apr 28, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 3,051 | 1,332 | 0.95% | 1.16% | 1434 | +2 | 0.07% | Q1 2026 | Apr 29, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 3,050 | 1,332 | 0.18% | 0.21% | 1433 | -1 | -0.03% | Q1 2026 | Apr 13, 2026 |
| G&S Capital LLC | History | Added to | 3,040 | 1,327 | 0.47% | 0.52% | 1435 | +21 | 0.7% | Q1 2026 | Apr 07, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 3,022 | 1,320 | 0.55% | 0.62% | 1436 | +3 | 0.1% | Q1 2026 | Apr 07, 2026 |
| Bank of New Hampshire | History | Reduced | 3,014 | 1,316 | 0.3% | 0.36% | 1437 | -280 | -8.5% | Q1 2026 | Apr 13, 2026 |
| Nautilus Advisors LLC | History | Reduced | 3,009 | 1,314 | 0.9% | 0.97% | 1438 | -25 | -0.82% | Q1 2026 | Apr 17, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | Added to | 18,000 | 1,310 | 0.72% | 0.82% | 1439 | +15,000 | 500.0% | Q1 2026 | Apr 29, 2026 |
| Annex Advisory Services, LLC | History | Added to | 2,994 | 1,307 | 0.02% | 0.03% | 1440 | +220 | 7.93% | Q1 2026 | Apr 16, 2026 |
| Independence Bank of Kentucky | History | No change | 2,994 | 1,307 | 0.17% | 0.18% | 1441 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 2,989 | 1,305 | 0.26% | 0.33% | 1443 | -504 | -14.43% | Q1 2026 | Apr 30, 2026 |
| Intellectus Partners, LLC | History | Added to | 2,990 | 1,305 | 0.27% | 0.26% | 1442 | +260 | 9.52% | Q1 2026 | Apr 10, 2026 |
| WealthTrak Capital Management LLC | History | Reduced | 2,984 | 1,303 | 0.93% | 1.06% | 1444 | -50 | -1.65% | Q1 2026 | May 12, 2026 |
| Bull Oak Capital, LLC | History | No change | 2,981 | 1,302 | 0.5% | 0.59% | 1445 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 2,975 | 1,299 | 0.12% | 0.13% | 1446 | +38 | 1.29% | Q1 2026 | May 11, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 2,971 | 1,297 | 0.12% | 0.14% | 1447 | -61 | -2.01% | Q1 2026 | May 14, 2026 |
| IBEX WEALTH ADVISORS | History | New | 2,968 | 1,296 | 0.12% | — | 1449 | +2,968 | New | Q1 2026 | Apr 30, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 2,968 | 1,296 | 0.15% | 0.16% | 1448 | +21 | 0.71% | Q1 2026 | May 01, 2026 |
| LIBRA WEALTH LLC | History | No change | 2,961 | 1,293 | 0.36% | 0.4% | 1450 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 2,954 | 1,290 | 0.08% | 0.09% | 1451 | -20 | -0.67% | Q1 2026 | Apr 14, 2026 |
| HEADINVEST, LLC | History | Reduced | 2,946 | 1,286 | 0.26% | 0.29% | 1452 | -6 | -0.2% | Q1 2026 | May 15, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 2,943 | 1,285 | 0.06% | 0.05% | 1453 | +431 | 17.16% | Q1 2026 | May 08, 2026 |
| Cooper Financial Group | History | Added to | 2,937 | 1,282 | 0.13% | 0.09% | 1454 | +1,201 | 69.18% | Q1 2026 | Apr 07, 2026 |
| FARMERS TRUST CO | History | No change | 2,925 | 1,277 | 0.2% | 0.23% | 1455 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| AMG Asset Management Group, Inc. | History | New | 2,917 | 1,274 | 0.99% | — | 1457 | +2,917 | New | Q1 2026 | Apr 27, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 2,917 | 1,274 | 0.04% | 0.05% | 1456 | -255 | -8.04% | Q1 2026 | May 14, 2026 |
| Strait & Sound Wealth Management LLC | History | Reduced | 2,913 | 1,272 | 0.47% | 0.54% | 1458 | -49 | -1.65% | Q1 2026 | May 18, 2026 |
| Jacobi Capital Management LLC | History | Added to | 2,909 | 1,270 | 0.07% | 0.08% | 1459 | +140 | 5.06% | Q1 2026 | May 13, 2026 |
| Hurley Capital, LLC | History | Added to | 2,905 | 1,268 | 0.68% | 0.79% | 1460 | +2 | 0.07% | Q1 2026 | May 06, 2026 |
| Wealthquest Corp | History | No change | 2,591 | 1,264 | 0.1% | 0.1% | 1461 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 2,892 | 1,263 | 0.16% | 0.19% | 1462 | -252 | -8.02% | Q1 2026 | May 08, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | Added to | 17,298 | 1,259 | 0.1% | 0.11% | 1464 | +13,665 | 376.14% | Q1 2026 | May 11, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 2,998 | 1,259 | 0.07% | 0.07% | 1463 | +271 | 9.94% | Q1 2026 | May 14, 2026 |
| KilterHowling LLC | History | Added to | 2,878 | 1,257 | 0.63% | 0.71% | 1465 | +3 | 0.1% | Q1 2026 | May 12, 2026 |
| HF Advisory Group, LLC | History | Added to | 2,872 | 1,254 | 0.43% | 0.48% | 1466 | +65 | 2.32% | Q1 2026 | Apr 21, 2026 |
| Latitude Advisors, LLC | History | Added to | 2,867 | 1,252 | 0.57% | 0.53% | 1468 | +376 | 15.09% | Q1 2026 | Apr 27, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Reduced | 2,867 | 1,252 | 0.37% | 0.41% | 1467 | -1 | -0.03% | Q1 2026 | Apr 17, 2026 |
| Sageworth Trust Co | History | No change | 2,864 | 1,250 | 0.05% | 0.06% | 1469 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 3,608 | 1,247 | 0.33% | 0.36% | 1470 | +931 | 34.78% | Q1 2026 | May 01, 2026 |
| Capital Asset Managemnet, LLC | History | Added to | 2,850 | 1,244 | 1.4% | 1.52% | 1471 | +43 | 1.53% | Q1 2026 | Apr 14, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 2,832 | 1,236 | 0.41% | 0.52% | 1472 | -490 | -14.75% | Q1 2026 | May 06, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 2,830 | 1,236 | 0.18% | 0.22% | 1473 | -27 | -0.95% | Q1 2026 | Apr 30, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 2,777 | 1,235 | 0.62% | 0.86% | 1474 | -409 | -12.84% | Q1 2026 | Apr 08, 2026 |
| Revisor Wealth Management LLC | History | Added to | 2,815 | 1,229 | 0.34% | 0.32% | 1475 | +310 | 12.38% | Q1 2026 | Apr 27, 2026 |
| BURNEY CO/ | History | Reduced | 2,813 | 1,228 | 0.04% | 0.06% | 1476 | -945 | -25.15% | Q1 2026 | Apr 29, 2026 |
| Providence Capital Advisors, LLC | History | Reduced | 2,811 | 1,227 | 0.2% | 0.25% | 1477 | -184 | -6.14% | Q1 2026 | May 14, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | No change | 2,802 | 1,223 | 0.43% | 0.46% | 1478 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 2,798 | 1,222 | 0.09% | 0.09% | 1479 | -67 | -2.34% | Q1 2026 | Apr 16, 2026 |
| TBH Global Asset Management, LLC | History | New | 2,785 | 1,216 | 0.24% | — | 1480 | +2,785 | New | Q1 2026 | Apr 22, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 2,775 | 1,212 | 0.12% | 0.09% | 1481 | +1,021 | 58.21% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | Reduced | 2,760 | 1,205 | 0.05% | 0.07% | 1482 | -856 | -23.67% | Q1 2026 | Apr 28, 2026 |
| Michels Family Financial, LLC | History | Reduced | 2,750 | 1,201 | 0.87% | 1.0% | 1483 | -27 | -0.97% | Q1 2026 | Apr 24, 2026 |
| SHP Wealth Management | History | Added to | 2,746 | 1,199 | 0.09% | 0.09% | 1484 | +434 | 18.77% | Q1 2026 | May 08, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Reduced | 2,744 | 1,198 | 0.83% | 0.94% | 1485 | -9 | -0.33% | Q1 2026 | Apr 08, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 2,739 | 1,196 | 0.15% | 0.17% | 1486 | -36 | -1.3% | Q1 2026 | May 05, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 2,719 | 1,187 | 0.04% | 0.06% | 1487 | -1,084 | -28.5% | Q1 2026 | May 11, 2026 |
| Sterling Wealth Management, Inc. | History | Reduced | 2,711 | 1,184 | 0.33% | 0.38% | 1488 | -10 | -0.37% | Q1 2026 | May 13, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 2,708 | 1,183 | 0.68% | 0.81% | 1490 | -840 | -23.68% | Q1 2026 | Apr 14, 2026 |
| Marion Wealth Management | History | Reduced | 2,709 | 1,183 | 0.26% | 0.29% | 1489 | -24 | -0.88% | Q1 2026 | May 12, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 2,428 | 1,181 | 0.32% | 0.35% | 1491 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 2,689 | 1,174 | 0.94% | 1.09% | 1492 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| First County Bank /CT/ | History | Reduced | 2,686 | 1,173 | 0.63% | 0.79% | 1493 | -391 | -12.71% | Q1 2026 | Apr 03, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 2,676 | 1,169 | 0.15% | 0.19% | 1494 | -22 | -0.82% | Q1 2026 | Apr 28, 2026 |
| Eagle Bay Advisors LLC | History | Added to | 2,672 | 1,167 | 1.03% | 0.52% | 1495 | +1,209 | 82.64% | Q1 2026 | Apr 24, 2026 |
| Marin Bay Wealth Advisors, LLC | History | Added to | 2,669 | 1,165 | 0.7% | 0.74% | 1496 | +2 | 0.07% | Q1 2026 | May 11, 2026 |
| Tandem Financial, LLC | History | New | 2,667 | 1,164 | 0.37% | — | 1497 | +2,667 | New | Q1 2026 | May 08, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 2,660 | 1,162 | 0.13% | 0.15% | 1498 | -229 | -7.93% | Q1 2026 | Apr 28, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 2,654 | 1,159 | 0.15% | 0.18% | 1499 | -17 | -0.64% | Q1 2026 | Apr 15, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 2,651 | 1,158 | 0.29% | 0.42% | 1501 | -668 | -20.13% | Q1 2026 | Apr 17, 2026 |
| Alteri Wealth LLC | History | Added to | 2,652 | 1,158 | 0.38% | 0.42% | 1500 | +4 | 0.15% | Q1 2026 | May 06, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 2,644 | 1,154 | 0.12% | 0.13% | 1502 | +197 | 8.05% | Q1 2026 | May 06, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 2,644 | 1,154 | 0.26% | 0.31% | 1503 | -100 | -3.64% | Q1 2026 | Apr 27, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 2,643 | 1,154 | 0.08% | 0.08% | 1504 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 2,641 | 1,153 | 0.11% | 0.1% | 1506 | +479 | 22.16% | Q1 2026 | Apr 24, 2026 |
| Horizon Investment Services, LLC | History | Added to | 2,641 | 1,153 | 0.4% | 0.45% | 1505 | +82 | 3.2% | Q1 2026 | May 15, 2026 |
| Stark Wealth Management LLC | History | No change | 2,361 | 1,151 | 4.32% | 4.32% | 1507 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Reduced | 2,634 | 1,150 | 0.73% | 0.95% | 1508 | -487 | -15.6% | Q1 2026 | Apr 23, 2026 |
| FORMULATE FINANCIAL LLC | History | Added to | 2,629 | 1,148 | 1.42% | 1.18% | 1510 | +560 | 27.07% | Q1 2026 | Apr 29, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 2,628 | 1,148 | 0.01% | 0.01% | 1509 | +3 | 0.11% | Q1 2026 | May 14, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 2,626 | 1,147 | 0.14% | 0.15% | 1511 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 2,624 | 1,146 | 0.11% | 0.1% | 1512 | +485 | 22.67% | Q1 2026 | Apr 17, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 2,623 | 1,145 | 0.03% | 0.04% | 1513 | -6 | -0.23% | Q1 2026 | Apr 23, 2026 |
| Canal Capital Management, LLC | History | Added to | 2,621 | 1,144 | 0.15% | 0.13% | 1514 | +696 | 36.16% | Q1 2026 | Apr 27, 2026 |
| Scarborough Advisors, LLC | History | New | 2,617 | 1,143 | 0.13% | — | 1516 | +2,617 | New | Q1 2026 | May 07, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 2,617 | 1,143 | 0.54% | 0.62% | 1515 | +3 | 0.11% | Q1 2026 | May 05, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 2,613 | 1,141 | 0.0% | 0.0% | 1517 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 2,612 | 1,140 | 0.06% | 0.08% | 1518 | -371 | -12.44% | Q1 2026 | May 14, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 2,591 | 1,131 | 0.46% | 0.52% | 1519 | -117 | -4.32% | Q1 2026 | Apr 24, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 2,590 | 1,131 | 0.07% | 0.08% | 1520 | +110 | 4.44% | Q1 2026 | May 15, 2026 |
| LPWM LLC | History | Added to | 2,586 | 1,129 | 0.28% | 0.31% | 1521 | +77 | 3.07% | Q1 2026 | Apr 08, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 2,578 | 1,126 | 0.27% | 0.45% | 1524 | -836 | -24.49% | Q1 2026 | May 07, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 2,578 | 1,126 | 0.16% | 0.21% | 1522 | -122 | -4.52% | Q1 2026 | Apr 30, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 2,577 | 1,126 | 0.95% | 1.09% | 1525 | -33 | -1.26% | Q1 2026 | Apr 22, 2026 |
| Seneschal Advisors, LLC | History | Reduced | 2,580 | 1,126 | 0.84% | 0.93% | 1523 | -21 | -0.81% | Q1 2026 | May 08, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 2,574 | 1,124 | 0.04% | 0.05% | 1526 | -107 | -3.99% | Q1 2026 | May 07, 2026 |
| Balboa Wealth Partners | History | Added to | 2,569 | 1,122 | 0.19% | 0.12% | 1527 | +1,127 | 78.16% | Q1 2026 | Apr 16, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 2,568 | 1,121 | 0.06% | 0.07% | 1528 | +24 | 0.94% | Q1 2026 | Apr 27, 2026 |
| Baring Financial LLC | History | Reduced | 2,559 | 1,117 | 0.68% | 0.88% | 1530 | -400 | -13.52% | Q1 2026 | Apr 06, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 2,558 | 1,117 | 0.11% | 0.12% | 1529 | +172 | 7.21% | Q1 2026 | May 08, 2026 |
| Sherman Wealth Management LLC | History | Reduced | 2,559 | 1,117 | 0.96% | 1.1% | 1531 | -49 | -1.88% | Q1 2026 | Apr 13, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 2,554 | 1,115 | 0.34% | 0.37% | 1532 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 2,549 | 1,113 | 0.32% | 0.31% | 1533 | +275 | 12.09% | Q1 2026 | Apr 23, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 2,545 | 1,111 | 0.05% | 0.05% | 1534 | -12 | -0.47% | Q1 2026 | May 11, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 2,532 | 1,105 | 0.06% | 0.04% | 1535 | +1,228 | 94.17% | Q1 2026 | Apr 29, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 2,521 | 1,101 | 0.45% | 0.56% | 1536 | -186 | -6.87% | Q1 2026 | May 05, 2026 |
| Summit Global Investments | History | Reduced | 2,515 | 1,099 | 0.06% | 0.07% | 1537 | -48 | -1.87% | Q1 2026 | May 07, 2026 |
| Madrid Wealth Management, LLC | History | Added to | 2,494 | 1,089 | 0.82% | 0.99% | 1538 | +4 | 0.16% | Q1 2026 | Apr 21, 2026 |
| Investmark Advisory Group LLC | History | Added to | 2,472 | 1,080 | 0.46% | 0.48% | 1539 | +156 | 6.74% | Q1 2026 | May 15, 2026 |
| Traction Financial Partners, LLC | History | Reduced | 2,470 | 1,078 | 0.66% | 0.72% | 1541 | -20 | -0.8% | Q1 2026 | May 14, 2026 |
| Conservest Capital Advisors, Inc. | History | No change | 2,470 | 1,078 | 0.1% | 0.11% | 1540 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sonoma Private Wealth LLC | History | Reduced | 2,458 | 1,073 | 1.32% | 1.47% | 1542 | -39 | -1.56% | Q1 2026 | May 15, 2026 |
| Fielder Capital Group LLC | History | Reduced | 2,447 | 1,068 | 0.23% | 0.32% | 1545 | -619 | -20.19% | Q1 2026 | May 12, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 2,446 | 1,068 | 0.01% | 0.01% | 1544 | -157 | -6.03% | Q1 2026 | May 05, 2026 |
| Farmers National Bank | History | Reduced | 2,446 | 1,068 | 0.24% | 0.27% | 1543 | -41 | -1.65% | Q1 2026 | Jun 08, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | New | 2,443 | 1,066 | 0.0% | — | 1546 | +2,443 | New | Q1 2026 | May 11, 2026 |
| Rather & Kittrell, Inc. | History | Reduced | 2,438 | 1,064 | 0.16% | 0.25% | 1547 | -708 | -22.5% | Q1 2026 | May 12, 2026 |
| RKL Wealth Management LLC | History | No change | 2,438 | 1,064 | 0.1% | 0.1% | 1548 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 2,435 | 1,063 | 0.22% | 0.27% | 1549 | -112 | -4.4% | Q1 2026 | May 14, 2026 |
| Strive Financial Group ,LLC | History | Added to | 2,431 | 1,062 | 0.56% | 0.58% | 1550 | +172 | 7.61% | Q1 2026 | May 15, 2026 |
| Granite Bay Wealth Management, LLC | History | Added to | 2,432 | 1,061 | 0.23% | 0.14% | 1551 | +1,213 | 99.51% | Q1 2026 | May 01, 2026 |
| MKT Advisors LLC | History | Added to | 2,385 | 1,060 | 0.36% | 0.38% | 1552 | +120 | 5.3% | Q1 2026 | Apr 10, 2026 |
| FRG Family Wealth Advisors LLC | History | Added to | 2,418 | 1,056 | 0.17% | 0.17% | 1553 | +120 | 5.22% | Q1 2026 | Apr 24, 2026 |
| PDS Planning, Inc | History | Added to | 2,416 | 1,055 | 0.07% | 0.08% | 1554 | +5 | 0.21% | Q1 2026 | Apr 21, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 2,415 | 1,054 | 0.32% | 0.4% | 1555 | -298 | -10.98% | Q1 2026 | Apr 20, 2026 |
| KW WEALTH MANAGEMENT LLC | History | No change | 2,162 | 1,054 | 1.6% | 1.6% | 1556 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| AVISO WEALTH MANAGEMENT | History | Reduced | 2,402 | 1,049 | 0.47% | 0.49% | 1557 | -7 | -0.29% | Q1 2026 | May 08, 2026 |
| Nordwand Advisors, LLC | History | No change | 2,400 | 1,048 | 0.18% | 0.2% | 1558 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WNY Asset Management, LLC | History | New | 2,398 | 1,047 | 0.11% | — | 1559 | +2,398 | New | Q1 2026 | May 22, 2026 |
| Thompson David Blair | History | Added to | 2,394 | 1,045 | 0.6% | 0.6% | 1561 | +249 | 11.61% | Q1 2026 | Aug 14, 2026 |
| Wealth Architects, LLC | History | Added to | 2,393 | 1,045 | 0.09% | 0.1% | 1560 | +93 | 4.04% | Q1 2026 | May 15, 2026 |
| TSFG, LLC | History | Reduced | 2,391 | 1,044 | 0.16% | 0.19% | 1562 | -261 | -9.84% | Q1 2026 | Apr 27, 2026 |
| IFG Advisors, LLC | History | Reduced | 2,386 | 1,042 | 0.17% | 0.2% | 1563 | -29 | -1.2% | Q1 2026 | Apr 09, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 2,374 | 1,036 | 0.08% | 0.1% | 1564 | -173 | -6.79% | Q1 2026 | May 01, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 2,371 | 1,035 | 0.83% | 0.98% | 1566 | +49 | 2.11% | Q1 2026 | May 15, 2026 |
| Wealth Advisors of Iowa, LLC | History | No change | 2,370 | 1,035 | 0.32% | 0.38% | 1565 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 2,364 | 1,032 | 0.02% | 0.02% | 1567 | -17 | -0.71% | Q1 2026 | Apr 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 2,360 | 1,030 | 0.0% | 0.0% | 1568 | -431 | -15.44% | Q1 2026 | May 15, 2026 |
| Cottage Street Advisors LLC | History | Added to | 2,354 | 1,028 | 0.44% | 0.48% | 1569 | +6 | 0.26% | Q1 2026 | Apr 20, 2026 |
| Circle Wealth Management, LLC | History | Reduced | 2,352 | 1,027 | 0.01% | 0.02% | 1571 | -400 | -14.53% | Q1 2026 | May 11, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 2,352 | 1,027 | 0.21% | 0.22% | 1570 | +147 | 6.67% | Q1 2026 | May 12, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 2,340 | 1,022 | 0.13% | 0.16% | 1572 | -386 | -14.16% | Q1 2026 | May 11, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 2,341 | 1,022 | 0.16% | 0.19% | 1573 | -114 | -4.64% | Q1 2026 | Apr 29, 2026 |
| Herold Advisors, Inc. | History | Reduced | 2,334 | 1,019 | 0.22% | 0.29% | 1575 | -310 | -11.72% | Q1 2026 | May 14, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 2,333 | 1,019 | 0.12% | 0.14% | 1574 | +145 | 6.63% | Q1 2026 | Apr 24, 2026 |
| Focused Wealth Management, Inc | History | Added to | 2,332 | 1,018 | 0.11% | 0.12% | 1576 | +3 | 0.13% | Q1 2026 | Apr 20, 2026 |
| Chemistry Wealth Management LLC | History | No change | 2,330 | 1,017 | 0.18% | 0.21% | 1577 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Alley Investment Management Company, LLC | History | Reduced | 2,316 | 1,011 | 0.12% | 0.13% | 1578 | -38 | -1.61% | Q1 2026 | Apr 23, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 2,306 | 1,007 | 0.01% | 0.01% | 1579 | -505 | -17.97% | Q1 2026 | May 07, 2026 |
| Towercrest Capital Management | History | Reduced | 2,302 | 1,005 | 0.16% | 0.18% | 1580 | -54 | -2.29% | Q1 2026 | May 01, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 2,060 | 1,004 | 0.33% | 0.33% | 1581 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Reduced | 2,295 | 1,002 | 0.17% | 0.27% | 1582 | -64 | -2.71% | Q1 2026 | Apr 09, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 2,293 | 1,001 | 0.3% | 0.25% | 1583 | +589 | 34.57% | Q1 2026 | May 20, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 2,277 | 994 | 0.73% | 0.88% | 1584 | -658 | -22.42% | Q1 2026 | May 08, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 2,262 | 988 | 0.02% | 0.03% | 1586 | -188 | -7.67% | Q1 2026 | Apr 07, 2026 |
| VIAWEALTH, LLC | History | Reduced | 2,264 | 988 | 0.55% | 0.67% | 1588 | -178 | -7.29% | Q1 2026 | May 11, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 2,263 | 988 | 0.22% | 0.27% | 1587 | -125 | -5.23% | Q1 2026 | Apr 02, 2026 |
| Roundview Capital LLC | History | Added to | 2,262 | 988 | 0.06% | 0.07% | 1585 | +32 | 1.43% | Q1 2026 | May 08, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 2,255 | 985 | 0.72% | 0.9% | 1589 | +21 | 0.94% | Q1 2026 | Apr 27, 2026 |
| Osbon Capital Management LLC | History | Added to | 2,252 | 983 | 0.8% | 0.37% | 1590 | +1,433 | 174.97% | Q1 2026 | May 15, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 2,243 | 979 | 0.01% | 0.02% | 1591 | -37 | -1.62% | Q1 2026 | May 12, 2026 |
| Charis Legacy Partners, LLC | History | Added to | 2,236 | 976 | 1.43% | 1.6% | 1592 | +6 | 0.27% | Q1 2026 | Apr 07, 2026 |
| Tenon Financial LLC | History | Reduced | 2,232 | 974 | 0.38% | 0.46% | 1593 | -24 | -1.06% | Q1 2026 | Apr 21, 2026 |
| Allen Capital Group, LLC | History | Reduced | 2,228 | 973 | 0.09% | 0.1% | 1594 | -28 | -1.24% | Q1 2026 | May 27, 2026 |
| Argentarii, LLC | History | Added to | 2,225 | 971 | 0.34% | 0.31% | 1595 | +247 | 12.49% | Q1 2026 | May 12, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Reduced | 2,220 | 969 | 0.31% | 0.55% | 1596 | -1,162 | -34.36% | Q1 2026 | Apr 21, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | Added to | 2,220 | 969 | 0.74% | 0.76% | 1597 | +161 | 7.82% | Q1 2026 | Apr 24, 2026 |
| GWN SECURITIES INC. | History | Added to | 2,216 | 968 | 0.19% | 0.19% | 1598 | +257 | 13.12% | Q1 2026 | May 14, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 2,215 | 967 | 0.18% | 0.21% | 1599 | -17 | -0.76% | Q1 2026 | Apr 30, 2026 |
| MYECFO, LLC | History | No change | 2,214 | 967 | 0.4% | 0.46% | 1600 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 2,202 | 961 | 0.19% | 0.22% | 1601 | -55 | -2.44% | Q1 2026 | May 11, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 2,200 | 960 | 0.22% | 0.13% | 1603 | +1,108 | 101.47% | Q1 2026 | May 07, 2026 |
| Black Swift Group, LLC | History | Reduced | 2,200 | 960 | 0.17% | 0.18% | 1602 | -44 | -1.96% | Q1 2026 | Apr 24, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 2,182 | 953 | 0.06% | 0.08% | 1604 | -395 | -15.33% | Q1 2026 | Apr 27, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 2,182 | 953 | 0.51% | 0.61% | 1605 | -94 | -4.13% | Q1 2026 | May 12, 2026 |
| AAF Wealth Management, LLC | History | Reduced | 2,180 | 952 | 0.39% | 0.46% | 1606 | -75 | -3.33% | Q1 2026 | May 08, 2026 |
| Welch Group, LLC | History | Added to | 2,157 | 942 | 0.04% | 0.02% | 1608 | +1,015 | 88.88% | Q1 2026 | Apr 21, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 2,157 | 942 | 0.02% | 0.02% | 1607 | -91 | -4.05% | Q1 2026 | Apr 27, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | No change | 2,158 | 942 | 0.63% | 0.52% | 1609 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MASECO LLP | History | Added to | 2,157 | 941 | 0.03% | 0.03% | 1610 | +613 | 39.7% | Q1 2026 | Apr 21, 2026 |
| Horizon Investments, LLC | History | Reduced | 12,916 | 940 | 0.01% | 0.11% | 1611 | -5,013 | -27.96% | Q1 2026 | May 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 2,142 | 935 | 0.06% | 0.07% | 1612 | +86 | 4.18% | Q1 2026 | Apr 10, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 2,515 | 932 | 0.29% | 0.22% | 1614 | +102 | 4.23% | Q1 2026 | Apr 23, 2026 |
| SVB WEALTH LLC | History | Reduced | 2,135 | 932 | 0.06% | 0.06% | 1613 | -1 | -0.05% | Q1 2026 | Apr 17, 2026 |
| Empirical Asset Management, LLC | History | No change | 11,269 | 928 | 0.24% | 0.29% | 1615 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Reduced | 2,124 | 927 | 0.56% | 0.53% | 1616 | -24 | -1.12% | Q1 2026 | Apr 15, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 2,121 | 926 | 0.66% | 0.81% | 1617 | -110 | -4.93% | Q1 2026 | May 19, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 2,006 | 925 | 0.01% | 0.01% | 1618 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Redwood Financial Network Corp | History | Reduced | 2,114 | 923 | 0.61% | 0.71% | 1619 | -159 | -7.0% | Q1 2026 | May 14, 2026 |
| Private Capital Management, LLC | History | Added to | 2,105 | 919 | 0.09% | 0.08% | 1620 | +235 | 12.57% | Q1 2026 | May 15, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 2,068 | 918 | 0.21% | 0.25% | 1622 | -1,414 | -40.61% | Q1 2026 | Apr 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 2,102 | 918 | 0.1% | 0.11% | 1621 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 2,102 | 917 | 0.15% | 0.09% | 1624 | +1,152 | 121.26% | Q1 2026 | May 06, 2026 |
| SHAYNE & JACOBS, LLC | History | No change | 2,100 | 917 | 0.28% | 0.31% | 1623 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Glassman Wealth Services | History | Added to | 2,095 | 915 | 0.12% | 0.12% | 1625 | +225 | 12.03% | Q1 2026 | May 04, 2026 |
| Sequent Planning LLC | History | Added to | 2,084 | 910 | 0.22% | 0.25% | 1626 | +86 | 4.3% | Q1 2026 | Apr 21, 2026 |
| Cox Capital Mgt LLC | History | New | 2,078 | 907 | 0.6% | — | 1629 | +2,078 | New | Q1 2026 | Apr 14, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 2,077 | 907 | 0.12% | 0.21% | 1628 | -1,049 | -33.56% | Q1 2026 | May 12, 2026 |
| McLean Asset Management Corp | History | Added to | 2,078 | 907 | 0.16% | 0.18% | 1627 | +37 | 1.81% | Q1 2026 | Apr 22, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 2,076 | 906 | 0.14% | 0.16% | 1630 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| InvesTrust | History | Added to | 2,055 | 897 | 0.38% | 0.38% | 1631 | +18 | 0.88% | Q1 2026 | Apr 07, 2026 |
| XXI WEALTH, LLC | History | No change | 2,050 | 895 | 0.51% | 0.61% | 1632 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 2,046 | 893 | 0.14% | 0.21% | 1633 | -595 | -22.53% | Q1 2026 | Apr 07, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 2,044 | 892 | 0.22% | 0.26% | 1635 | -87 | -4.08% | Q1 2026 | May 11, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 2,044 | 892 | 0.14% | 0.14% | 1634 | -27 | -1.3% | Q1 2026 | May 06, 2026 |
| AIMZ Investment Advisors, LLC | History | Reduced | 2,038 | 890 | 0.27% | 0.29% | 1636 | -51 | -2.44% | Q1 2026 | May 15, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 2,030 | 886 | 0.25% | 0.29% | 1637 | -60 | -2.87% | Q1 2026 | Apr 17, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 2,021 | 882 | 0.09% | 0.09% | 1638 | +89 | 4.61% | Q1 2026 | May 15, 2026 |
| One Wealth Advisors, LLC | History | No change | 2,019 | 881 | 0.11% | 0.12% | 1639 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 2,016 | 880 | 0.12% | 0.14% | 1640 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 2,008 | 877 | 0.02% | 0.03% | 1641 | -344 | -14.63% | Q1 2026 | May 04, 2026 |
| Opulen Financial Group LLC | History | Added to | 2,006 | 876 | 0.62% | 0.71% | 1642 | +2 | 0.1% | Q1 2026 | Apr 29, 2026 |
| Frontier Asset Management, LLC | History | Reduced | 2,005 | 875 | 0.18% | 0.28% | 1644 | -467 | -18.89% | Q1 2026 | May 06, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 2,004 | 875 | 0.25% | 0.27% | 1643 | -18 | -0.89% | Q1 2026 | Apr 10, 2026 |
| Symmetry Partners, LLC | History | Reduced | 2,003 | 874 | 0.05% | 0.07% | 1646 | -580 | -22.45% | Q1 2026 | Apr 27, 2026 |
| Alliance Wealth Management Group | History | Reduced | 2,002 | 874 | 0.19% | 0.22% | 1645 | -54 | -2.63% | Q1 2026 | Apr 29, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 2,002 | 874 | 0.65% | 0.7% | 1647 | +2 | 0.1% | Q1 2026 | Apr 17, 2026 |
| Gibbs Wealth Management | History | Added to | 1,998 | 872 | 0.11% | 0.06% | 1648 | +1,496 | 298.01% | Q1 2026 | May 13, 2026 |
| W ADVISORS, LLC | History | Reduced | 1,994 | 871 | 0.45% | 0.49% | 1649 | -1 | -0.05% | Q1 2026 | Apr 29, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 1,988 | 868 | 0.11% | 0.07% | 1651 | +920 | 86.14% | Q1 2026 | Apr 27, 2026 |
| Vision Capital Management, Inc. | History | Added to | 1,988 | 868 | 0.11% | 0.12% | 1650 | +9 | 0.45% | Q1 2026 | Apr 24, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 1,983 | 866 | 0.18% | 0.21% | 1652 | -55 | -2.7% | Q1 2026 | Apr 13, 2026 |
| London & Capital Asset Management Ltd | History | Reduced | 1,981 | 865 | 0.01% | 0.02% | 1653 | -1,443 | -42.14% | Q1 2026 | May 15, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 1,981 | 865 | 0.57% | 0.61% | 1654 | +11 | 0.56% | Q1 2026 | Apr 21, 2026 |
| NORDEN GROUP LLC | History | Reduced | 1,980 | 864 | 0.08% | 0.55% | 1656 | -9,604 | -82.91% | Q1 2026 | Apr 15, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 1,979 | 864 | 0.03% | 0.03% | 1655 | +208 | 11.74% | Q1 2026 | Apr 24, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 1,978 | 864 | 0.35% | 0.39% | 1657 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Goepper Burkhardt LLC | History | Added to | 1,971 | 860 | 0.29% | 0.2% | 1658 | +712 | 56.55% | Q1 2026 | May 13, 2026 |
| ZEGA Investments, LLC | History | Reduced | 1,968 | 859 | 0.1% | 0.13% | 1659 | -211 | -9.68% | Q1 2026 | May 08, 2026 |
| Selby Wealth Management, LLC | History | Added to | 1,958 | 855 | 0.34% | 0.13% | 1662 | +1,280 | 188.79% | Q1 2026 | Apr 08, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Reduced | 1,960 | 855 | 0.58% | 0.73% | 1661 | -156 | -7.37% | Q1 2026 | Apr 20, 2026 |
| S.A. Mason LLC | History | No change | 1,958 | 855 | 0.32% | 0.38% | 1660 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 1,957 | 854 | 0.14% | 0.17% | 1663 | -335 | -14.62% | Q1 2026 | May 04, 2026 |
| MGB Wealth Management, LLC | History | No change | 1,744 | 851 | 0.24% | 0.24% | 1664 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aufman Associates Inc | History | Reduced | 1,947 | 850 | 0.42% | 0.53% | 1665 | -165 | -7.81% | Q1 2026 | May 15, 2026 |
| Fiduciary Group, LLC | History | Reduced | 1,944 | 849 | 0.07% | 0.09% | 1666 | -148 | -7.07% | Q1 2026 | May 11, 2026 |
| Oath Planning, LLC | History | Added to | 1,942 | 848 | 0.75% | 0.77% | 1667 | +347 | 21.76% | Q1 2026 | May 08, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | Added to | 1,940 | 847 | 0.5% | 0.38% | 1668 | +733 | 60.73% | Q1 2026 | May 15, 2026 |
| Inspire Advisors, LLC | History | Added to | 1,938 | 846 | 0.07% | 0.04% | 1670 | +1,055 | 119.48% | Q1 2026 | May 15, 2026 |
| Realta Investment Advisors | History | Reduced | 1,939 | 846 | 0.29% | 0.46% | 1669 | -949 | -32.86% | Q1 2026 | Apr 22, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Added to | 1,933 | 844 | 0.11% | 0.12% | 1671 | +26 | 1.36% | Q1 2026 | Apr 08, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 1,934 | 844 | 0.13% | 0.15% | 1672 | +22 | 1.15% | Q1 2026 | Apr 14, 2026 |
| BOS Asset Management, LLC | History | No change | 1,929 | 842 | 0.22% | 0.25% | 1673 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| TritonPoint Partners, LLC | History | Reduced | 1,919 | 838 | 0.31% | 0.54% | 1674 | -147 | -7.12% | Q1 2026 | Apr 28, 2026 |
| Downshift Financial, LLC | History | New | 10,158 | 836 | 0.43% | — | 1677 | +10,158 | New | Q1 2026 | Apr 29, 2026 |
| Signature Equity Partners, LLC | History | Added to | 1,915 | 836 | 0.45% | 0.39% | 1676 | +451 | 30.81% | Q1 2026 | May 13, 2026 |
| Clarity Financial LLC | History | Reduced | 1,916 | 836 | 0.09% | 0.09% | 1675 | -43 | -2.19% | Q1 2026 | May 01, 2026 |
| Elite Financial, Inc. | History | Added to | 1,912 | 835 | 0.37% | 0.4% | 1678 | +107 | 5.93% | Q1 2026 | May 12, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 1,911 | 834 | 0.4% | 0.45% | 1679 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| First National Advisers, LLC | History | Added to | 1,908 | 833 | 0.12% | 0.11% | 1680 | +213 | 12.57% | Q1 2026 | May 08, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 1,889 | 825 | 0.04% | 0.05% | 1681 | -35 | -1.82% | Q1 2026 | Apr 09, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 1,883 | 822 | 0.03% | 0.04% | 1682 | -362 | -16.12% | Q1 2026 | May 01, 2026 |
| Bay Capital Advisors, LLC | History | No change | 1,876 | 819 | 0.5% | 0.56% | 1683 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Strathmore Capital Advisors, Inc. | History | New | 9,822 | 817 | 0.23% | — | 1686 | +9,822 | New | Q1 2026 | Apr 27, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 1,871 | 817 | 0.02% | 0.03% | 1684 | -275 | -12.81% | Q1 2026 | Apr 28, 2026 |
| Apollon Financial, LLC | History | Reduced | 1,872 | 817 | 0.11% | 0.14% | 1685 | -125 | -6.26% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,869 | 816 | 0.08% | 0.0% | 1687 | +1,795 | 2425.68% | Q1 2026 | May 11, 2026 |
| HFG Wealth Management, LLC | History | Added to | 1,868 | 816 | 0.45% | 0.5% | 1688 | +14 | 0.76% | Q1 2026 | Apr 22, 2026 |
| Archer Investment Corp | History | Reduced | 1,868 | 815 | 0.17% | 0.22% | 1689 | -97 | -4.94% | Q1 2026 | May 04, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 1,863 | 813 | 0.53% | 0.58% | 1690 | +2 | 0.11% | Q1 2026 | May 08, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 1,859 | 812 | 0.2% | 0.31% | 1691 | -736 | -28.36% | Q1 2026 | Apr 10, 2026 |
| Single Point Partners, LLC | History | Added to | 1,859 | 811 | 0.16% | 0.18% | 1693 | +37 | 2.03% | Q1 2026 | Apr 15, 2026 |
| SPINNAKER TRUST | History | No change | 1,857 | 811 | 0.04% | 0.05% | 1692 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 1,855 | 810 | 0.14% | 0.16% | 1694 | +38 | 2.09% | Q1 2026 | May 01, 2026 |
| Elgethun Capital Management | History | Reduced | 1,853 | 809 | 0.13% | 0.16% | 1695 | -41 | -2.16% | Q1 2026 | May 14, 2026 |
| Clearwave Capital, LLC | History | Added to | 1,852 | 808 | 0.55% | 0.65% | 1696 | +60 | 3.35% | Q1 2026 | Apr 29, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 1,837 | 802 | 0.12% | 0.17% | 1697 | -357 | -16.27% | Q1 2026 | May 07, 2026 |
| TORRAY INVESTMENT PARTNERS LLC | History | Reduced | 1,836 | 801 | 0.12% | 0.45% | 1698 | -4,600 | -71.47% | Q1 2026 | May 01, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 1,830 | 799 | 0.17% | 0.18% | 1699 | +123 | 7.21% | Q1 2026 | Apr 10, 2026 |
| New Perspectives, Inc | History | No change | 1,829 | 798 | 0.28% | 0.31% | 1700 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MONEYWISE, INC. | History | Reduced | 1,825 | 797 | 0.35% | 1.14% | 1701 | -3,775 | -67.41% | Q1 2026 | Apr 27, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 1,824 | 796 | 0.07% | 0.12% | 1702 | -1,128 | -38.21% | Q1 2026 | May 05, 2026 |
| Semus Wealth Partners LLC | History | Added to | 1,820 | 794 | 0.44% | 0.48% | 1703 | +4 | 0.22% | Q1 2026 | Apr 24, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 1,795 | 793 | 0.02% | 0.03% | 1704 | -826 | -31.51% | Q1 2026 | Apr 08, 2026 |
| BankPlus Trust Department | History | Reduced | 1,814 | 792 | 0.21% | 0.24% | 1705 | -75 | -3.97% | Q1 2026 | May 11, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 1,813 | 791 | 0.42% | 0.62% | 1706 | -576 | -24.11% | Q1 2026 | Apr 16, 2026 |
| Narwhal Capital Management | History | Added to | 1,804 | 787 | 0.06% | 0.06% | 1707 | +4 | 0.22% | Q1 2026 | Apr 23, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 1,790 | 781 | 0.38% | — | 1708 | +1,790 | New | Q1 2026 | May 14, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 1,787 | 780 | 0.29% | 0.31% | 1709 | +6 | 0.34% | Q1 2026 | May 13, 2026 |
| SIERRA OCEAN, LLC | History | Added to | 1,784 | 779 | 0.64% | 0.72% | 1711 | +11 | 0.62% | Q1 2026 | Apr 27, 2026 |
| AMARA FINANCIAL, LLC. | History | No change | 1,784 | 779 | 0.54% | 0.6% | 1710 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Align Financial, LLC | History | Reduced | 1,781 | 777 | 0.44% | 0.51% | 1713 | -875,879 | -99.8% | Q1 2026 | May 08, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 1,781 | 777 | 0.39% | 0.46% | 1712 | -199 | -10.05% | Q1 2026 | May 07, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 1,777 | 776 | 0.23% | 0.26% | 1714 | +39 | 2.24% | Q1 2026 | May 06, 2026 |
| Timmons Wealth Management, LLC | History | Reduced | 1,777 | 776 | 0.74% | 0.87% | 1715 | -34 | -1.88% | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,772 | 774 | 0.06% | 0.06% | 1716 | +71 | 4.17% | Q1 2026 | Apr 14, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 1,771 | 773 | 0.26% | 0.29% | 1717 | -14 | -0.78% | Q1 2026 | May 13, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 1,769 | 772 | 0.24% | 0.25% | 1718 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 1,766 | 771 | 0.16% | 0.16% | 1719 | +224 | 14.53% | Q1 2026 | May 13, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 1,761 | 768 | 0.07% | 0.08% | 1720 | -7 | -0.4% | Q1 2026 | Apr 10, 2026 |
| King Wealth Management Group | History | Reduced | 1,757 | 767 | 0.1% | 0.1% | 1721 | -4 | -0.23% | Q1 2026 | May 04, 2026 |
| Colonial River Investments, LLC | History | Added to | 1,755 | 766 | 0.27% | 0.3% | 1722 | +21 | 1.21% | Q1 2026 | Apr 27, 2026 |
| RHS Financial, LLC | History | Reduced | 1,747 | 763 | 0.36% | 0.52% | 1723 | -457 | -20.74% | Q1 2026 | Apr 28, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 1,740 | 760 | 0.07% | 0.07% | 1724 | +12 | 0.69% | Q1 2026 | Apr 24, 2026 |
| Pursuit Wealth Management LLC | History | No change | 1,556 | 759 | 0.65% | 0.65% | 1725 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 1,735 | 758 | 0.07% | 0.11% | 1726 | -187 | -9.73% | Q1 2026 | May 12, 2026 |
| Pillar Financial Advisors, LLC | History | Reduced | 1,731 | 756 | 0.44% | 0.51% | 1728 | -17 | -0.97% | Q1 2026 | May 07, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 1,733 | 756 | 0.08% | 0.09% | 1727 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 1,730 | 755 | 0.44% | 0.46% | 1730 | +66 | 3.97% | Q1 2026 | May 14, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 1,730 | 755 | 0.05% | 0.06% | 1729 | -27 | -1.54% | Q1 2026 | Apr 10, 2026 |
| Valued Retirements, Inc. | History | No change | 1,728 | 754 | 0.74% | 0.82% | 1731 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Long Island Wealth Management, Inc. | History | Reduced | 1,726 | 753 | 0.35% | 0.45% | 1732 | -222 | -11.4% | Q1 2026 | Apr 21, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Reduced | 1,722 | 752 | 0.5% | 0.58% | 1733 | -251 | -12.72% | Q1 2026 | Apr 16, 2026 |
| Tanager Wealth Management LLP | History | Added to | 1,715 | 749 | 0.07% | 0.07% | 1735 | +276 | 19.18% | Q1 2026 | Apr 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,715 | 749 | 0.0% | 0.0% | 1734 | -16 | -0.92% | Q1 2026 | May 14, 2026 |
| SFMG, LLC | History | No change | 1,713 | 748 | 0.05% | 0.06% | 1736 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Accredited Investors Inc. | History | Added to | 1,706 | 745 | 0.04% | 0.04% | 1737 | +203 | 13.51% | Q1 2026 | Apr 30, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 1,705 | 744 | 0.26% | 0.32% | 1738 | -120 | -6.58% | Q1 2026 | Apr 28, 2026 |
| Merited Wealth, LLC | History | Reduced | 1,699 | 742 | 0.62% | 0.85% | 1739 | -187 | -9.92% | Q1 2026 | Apr 24, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Reduced | 1,698 | 741 | 0.06% | 0.07% | 1740 | -33 | -1.91% | Q1 2026 | Apr 16, 2026 |
| Seneca Financial Advisors LLC | History | No change | 1,693 | 739 | 0.22% | 0.25% | 1741 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Livet Wealth, LLC | History | Reduced | 1,671 | 729 | 0.46% | 1.3% | 1742 | -2,672 | -61.52% | Q1 2026 | Apr 24, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,668 | 728 | 0.0% | 0.0% | 1743 | +218 | 15.03% | Q1 2026 | May 12, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 1,667 | 728 | 0.2% | 0.23% | 1744 | -6 | -0.36% | Q1 2026 | May 05, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 1,666 | 727 | 0.33% | 0.15% | 1745 | +936 | 128.22% | Q1 2026 | Apr 28, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 1,730 | 726 | 0.62% | 0.71% | 1747 | +29 | 1.7% | Q1 2026 | Apr 27, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 1,663 | 726 | 0.25% | 0.29% | 1746 | -14 | -0.83% | Q1 2026 | Apr 27, 2026 |
| Lynx Investment Advisory | History | Added to | 1,661 | 725 | 0.35% | 0.38% | 1749 | +227 | 15.83% | Q1 2026 | Apr 24, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 1,661 | 725 | 0.35% | 0.37% | 1750 | +40 | 2.47% | Q1 2026 | May 12, 2026 |
| Narus Financial Partners, LLC | History | Added to | 1,660 | 725 | 0.19% | 0.22% | 1748 | +10 | 0.61% | Q1 2026 | Apr 21, 2026 |
| Shira Ridge Wealth Management | History | Added to | 1,657 | 723 | 0.29% | 0.32% | 1751 | +1 | 0.06% | Q1 2026 | Apr 13, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 1,655 | 722 | 0.08% | 0.14% | 1753 | +68 | 4.28% | Q1 2026 | Apr 17, 2026 |
| DBK Financial Counsel, LLC | History | Reduced | 1,653 | 722 | 0.55% | 0.62% | 1752 | -6 | -0.36% | Q1 2026 | Jun 03, 2026 |
| FLC Capital Advisors | History | Added to | 1,647 | 719 | 0.13% | 0.15% | 1755 | +25 | 1.54% | Q1 2026 | May 01, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | No change | 1,648 | 719 | 0.06% | 0.07% | 1754 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| LANE BROTHERS & CO INC | History | Reduced | 1,643 | 717 | 0.52% | 0.62% | 1756 | -114 | -6.49% | Q1 2026 | May 05, 2026 |
| Clarion Wealth Managment Partners, LLC | History | Added to | 1,643 | 717 | 0.65% | 0.72% | 1757 | +48 | 3.01% | Q1 2026 | May 08, 2026 |
| AF Advisors, Inc. | History | No change | 1,635 | 714 | 0.39% | 0.3% | 1758 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Gradient Investments LLC | History | Added to | 1,634 | 713 | 0.01% | 0.01% | 1759 | +203 | 14.19% | Q1 2026 | Apr 13, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 1,630 | 712 | 0.27% | 0.32% | 1760 | -24 | -1.45% | Q1 2026 | Apr 21, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 1,624 | 709 | 0.39% | 0.43% | 1761 | +8 | 0.5% | Q1 2026 | Apr 21, 2026 |
| Vantage Point Financial LLC | History | Reduced | 1,619 | 707 | 0.25% | 0.3% | 1762 | -88 | -5.16% | Q1 2026 | May 01, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 1,618 | 706 | 0.27% | — | 1766 | +1,618 | New | Q1 2026 | Apr 28, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 1,617 | 706 | 0.05% | 0.08% | 1763 | -1,148 | -41.52% | Q1 2026 | May 14, 2026 |
| Northstar Advisory Group, LLC | History | Reduced | 1,618 | 706 | 0.26% | 0.28% | 1764 | -24 | -1.46% | Q1 2026 | Apr 08, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 1,618 | 706 | 0.23% | 0.26% | 1765 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Impact Capital Partners LLC | History | Added to | 1,612 | 704 | 0.21% | 0.18% | 1768 | +382 | 31.06% | Q1 2026 | Apr 10, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 1,614 | 704 | 0.1% | 0.11% | 1767 | -12 | -0.74% | Q1 2026 | Apr 15, 2026 |
| Colonial Trust Advisors | History | No change | 1,608 | 702 | 0.05% | 0.06% | 1769 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Firestone Capital Management | History | Added to | 1,607 | 701 | 0.15% | 0.17% | 1770 | +2 | 0.12% | Q1 2026 | May 08, 2026 |
| CFO4Life Group, LLC | History | Added to | 1,604 | 700 | 0.11% | 0.11% | 1771 | +21 | 1.33% | Q1 2026 | May 11, 2026 |
| Cannell & Spears LLC | History | Added to | 1,601 | 699 | 0.01% | 0.01% | 1772 | +7 | 0.44% | Q1 2026 | May 15, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Added to | 1,599 | 698 | 0.02% | 0.03% | 1773 | +111 | 7.46% | Q1 2026 | May 14, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | No change | 1,600 | 698 | 0.17% | 0.19% | 1774 | 0 | 0.0% | Q1 2026 | May 27, 2026 |
| PROSPERITY BANCSHARES INC | History | Added to | 1,593 | 695 | 0.56% | 0.54% | 1775 | +371 | 30.36% | Q1 2026 | May 12, 2026 |
| Amicus Financial Advisors, LLC | History | Reduced | 1,587 | 693 | 0.19% | 0.23% | 1777 | -88 | -5.25% | Q1 2026 | Apr 14, 2026 |
| JB Capital LLC | History | Added to | 1,588 | 693 | 0.03% | 0.03% | 1776 | +23 | 1.47% | Q1 2026 | Apr 27, 2026 |
| NATURAL INVESTMENTS, LLC | History | Reduced | 1,585 | 692 | 0.17% | 0.27% | 1778 | -635 | -28.6% | Q1 2026 | May 01, 2026 |
| Buttonwood Financial Advisors Inc. | History | Reduced | 1,583 | 691 | 0.23% | 0.27% | 1779 | -58 | -3.53% | Q1 2026 | Apr 21, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 1,584 | 691 | 0.16% | 0.19% | 1780 | -35 | -2.16% | Q1 2026 | May 14, 2026 |
| Nova R Wealth, Inc. | History | Added to | 1,578 | 689 | 0.22% | 0.28% | 1781 | +2 | 0.13% | Q1 2026 | Apr 17, 2026 |
| Financial Perspectives, Inc | History | No change | 1,573 | 687 | 0.19% | 0.21% | 1782 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VANCE WEALTH, LLC | History | Added to | 1,570 | 685 | 0.2% | 0.21% | 1783 | +134 | 9.33% | Q1 2026 | May 15, 2026 |
| X-Square Capital, LLC | History | Reduced | 1,566 | 684 | 0.23% | 0.33% | 1784 | -502 | -24.27% | Q1 2026 | May 15, 2026 |
| Indie Asset Partners, LLC | History | Added to | 1,566 | 684 | 0.78% | 0.74% | 1785 | +200 | 14.64% | Q1 2026 | May 08, 2026 |
| WPG Advisers, LLC | History | Reduced | 1,566 | 684 | 0.5% | 0.59% | 1786 | -57 | -3.51% | Q1 2026 | Apr 29, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 1,562 | 682 | 0.21% | 0.23% | 1788 | +50 | 3.31% | Q1 2026 | Apr 16, 2026 |
| Legacy Wealth Management, LLC | History | Added to | 1,563 | 682 | 0.04% | 0.04% | 1787 | +25 | 1.63% | Q1 2026 | Apr 22, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 1,560 | 681 | 0.13% | 0.15% | 1790 | +2 | 0.13% | Q1 2026 | Apr 16, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 1,559 | 681 | 0.04% | 0.05% | 1789 | +1 | 0.06% | Q1 2026 | Apr 16, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 1,552 | 677 | 0.26% | 0.2% | 1792 | +682 | 78.39% | Q1 2026 | Apr 22, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Added to | 1,550 | 677 | 0.06% | 0.07% | 1791 | +48 | 3.2% | Q1 2026 | May 01, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 1,549 | 676 | 0.22% | 0.27% | 1793 | +44 | 2.92% | Q1 2026 | May 15, 2026 |
| CVFG LLC | History | New | 1,547 | 675 | 0.08% | — | 1795 | +1,547 | New | Q1 2026 | Apr 29, 2026 |
| GDS Wealth Management | History | Added to | 1,547 | 675 | 0.04% | 0.03% | 1794 | +621 | 67.06% | Q1 2026 | Apr 27, 2026 |
| MAYPORT, LLC | History | Added to | 1,542 | 673 | 0.13% | 0.05% | 1796 | +994 | 181.39% | Q1 2026 | Apr 21, 2026 |
| Blue Chip Partners, LLC | History | Added to | 1,535 | 670 | 0.05% | 0.05% | 1797 | +15 | 0.99% | Q1 2026 | May 15, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 1,532 | 669 | 0.05% | 0.06% | 1799 | -6 | -0.39% | Q1 2026 | May 14, 2026 |
| Nelson Capital Management, LLC | History | No change | 1,533 | 669 | 0.08% | 0.09% | 1798 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 1,530 | 668 | 0.0% | 0.0% | 1800 | +35 | 2.34% | Q1 2026 | May 07, 2026 |
| Keudell/Morrison Wealth Management | History | Reduced | 1,528 | 667 | 0.14% | 0.17% | 1801 | -125 | -7.56% | Q1 2026 | Apr 20, 2026 |
| Breachway Investments LLC | History | Added to | 1,511 | 667 | 0.64% | 0.78% | 1802 | +1 | 0.07% | Q1 2026 | Apr 13, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Reduced | 1,526 | 666 | 0.57% | 2.19% | 1803 | -4,032 | -72.54% | Q1 2026 | May 14, 2026 |
| Gambit Capital Management, LLC | History | Reduced | 1,527 | 666 | 0.46% | 0.53% | 1804 | -6 | -0.39% | Q1 2026 | May 14, 2026 |
| Richardson Capital Management LLC | History | Added to | 1,514 | 661 | 0.32% | 0.12% | 1805 | +1,031 | 213.46% | Q1 2026 | May 12, 2026 |
| Benin Management CORP | History | Added to | 1,509 | 659 | 0.15% | 0.16% | 1806 | +1 | 0.07% | Q1 2026 | Apr 10, 2026 |
| Dunhill Financial, LLC | History | Added to | 1,507 | 658 | 0.16% | 0.18% | 1807 | +11 | 0.74% | Q1 2026 | May 06, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 1,504 | 656 | 0.22% | 0.18% | 1808 | +294 | 24.3% | Q1 2026 | May 15, 2026 |
| CLG LLC | History | Added to | 1,499 | 654 | 0.16% | 0.17% | 1810 | +74 | 5.19% | Q1 2026 | May 14, 2026 |
| Empire Financial Management Company, LLC | History | Reduced | 1,499 | 654 | 0.15% | 0.16% | 1809 | -12 | -0.79% | Q1 2026 | May 15, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 1,495 | 652 | 0.13% | 0.14% | 1811 | -12 | -0.8% | Q1 2026 | Apr 15, 2026 |
| Fairscale Capital, LLC | History | Added to | 1,490 | 650 | 0.45% | 0.42% | 1813 | +182 | 13.91% | Q1 2026 | May 11, 2026 |
| Abound Wealth Management | History | Added to | 1,488 | 650 | 0.15% | 0.15% | 1812 | +179 | 13.67% | Q1 2026 | Apr 10, 2026 |
| Plum Street Advisors, LLC | History | No change | 1,490 | 650 | 0.23% | 0.26% | 1814 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Thomasville National Bank | History | No change | 1,331 | 649 | 0.04% | 0.04% | 1815 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Added to | 1,484 | 648 | 0.42% | 0.48% | 1816 | +3 | 0.2% | Q1 2026 | Apr 21, 2026 |
| Sovereign Investment Advisors, LLC | History | New | 1,480 | 646 | 0.14% | — | 1818 | +1,480 | New | Q1 2026 | May 12, 2026 |
| Morton Capital Management LLC/CA | History | Reduced | 1,481 | 646 | 0.1% | 0.11% | 1817 | -6 | -0.4% | Q1 2026 | Apr 21, 2026 |
| BALLAST ADVISORS LLC | History | No change | 1,475 | 644 | 0.19% | 0.2% | 1819 | 0 | 0.0% | Q1 2026 | Jun 23, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 1,473 | 643 | 0.07% | 0.07% | 1820 | +235 | 18.98% | Q1 2026 | May 11, 2026 |
| Clarity Wealth Advisors, LLC | History | Reduced | 1,471 | 642 | 0.13% | 0.16% | 1821 | -168 | -10.25% | Q1 2026 | Apr 24, 2026 |
| Three Bridge Wealth Advisors, LLC | History | New | 1,462 | 638 | 0.18% | — | 1823 | +1,462 | New | Q1 2026 | May 12, 2026 |
| Osprey Private Wealth LLC | History | No change | 1,461 | 638 | 0.18% | 0.2% | 1822 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Wellington Grp LLC | History | Added to | 1,459 | 637 | 0.2% | 0.19% | 1827 | +283 | 24.06% | Q1 2026 | May 22, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 1,459 | 637 | 0.04% | 0.04% | 1825 | +45 | 3.18% | Q1 2026 | May 13, 2026 |
| M Wealth Management, LLC | History | Added to | 1,460 | 637 | 0.54% | 0.62% | 1826 | +2 | 0.14% | Q1 2026 | May 15, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | No change | 1,459 | 637 | 0.13% | 0.14% | 1824 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| RAM Investment Partners, LLC | History | No change | 1,457 | 636 | 0.11% | 0.13% | 1828 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Calamos Advisors LLC | History | New | 1,449 | 632 | 0.0% | — | 1832 | +1,449 | New | Q1 2026 | May 04, 2026 |
| OARSMAN CAPITAL, INC. | History | New | 1,448 | 632 | 0.08% | — | 1833 | +1,448 | New | Q1 2026 | Apr 27, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 1,449 | 632 | 0.02% | 0.04% | 1830 | -1,386 | -48.89% | Q1 2026 | May 18, 2026 |
| Calamos Wealth Management LLC | History | Added to | 1,449 | 632 | 0.02% | 0.02% | 1829 | +50 | 3.57% | Q1 2026 | May 04, 2026 |
| DOVER ADVISORS, LLC | History | No change | 1,447 | 632 | 0.26% | 0.27% | 1831 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Castleview Partners, LLC | History | Reduced | 1,445 | 631 | 0.32% | 0.35% | 1834 | -6 | -0.41% | Q1 2026 | May 01, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,443 | 630 | 0.01% | 0.01% | 1836 | +523 | 56.85% | Q1 2026 | May 01, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 1,444 | 630 | 0.01% | 0.01% | 1835 | -50 | -3.35% | Q1 2026 | May 15, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Added to | 1,440 | 628 | 0.28% | 0.26% | 1837 | +47 | 3.37% | Q1 2026 | May 08, 2026 |
| WATERS PARKERSON & CO., LLC | History | Reduced | 1,432 | 625 | 0.03% | 0.03% | 1838 | -24 | -1.65% | Q1 2026 | Apr 29, 2026 |
| Talisman Wealth Advisors LLC | History | Reduced | 1,429 | 624 | 0.5% | 0.86% | 1839 | -833 | -36.83% | Q1 2026 | May 15, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 7,557 | 623 | 0.02% | 0.03% | 1840 | +5,927 | 363.62% | Q1 2026 | Apr 24, 2026 |
| Farrell Financial LLC | History | Added to | 1,428 | 623 | 0.37% | 0.41% | 1841 | +14 | 0.99% | Q1 2026 | Apr 13, 2026 |
| Worth Asset Management, LLC | History | Reduced | 1,426 | 622 | 0.23% | 1.81% | 1844 | -7,347 | -83.75% | Q1 2026 | Apr 17, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 1,424 | 622 | 0.04% | 0.05% | 1843 | -61 | -4.11% | Q1 2026 | Jun 09, 2026 |
| MKD WEALTH COACHES, LLC | History | No change | 1,425 | 622 | 0.61% | 0.69% | 1842 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Pioneer Family Office, LLC | History | No change | 1,426 | 622 | 0.4% | 0.47% | 1845 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Integrity Financial Corp /WA | History | Added to | 1,424 | 621 | 0.31% | 0.34% | 1846 | +59 | 4.32% | Q1 2026 | May 14, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 1,420 | 620 | 0.14% | 0.17% | 1847 | -101 | -6.64% | Q1 2026 | May 13, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 1,411 | 616 | 0.09% | 0.1% | 1848 | -95 | -6.31% | Q1 2026 | Apr 15, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Added to | 7,069 | 613 | 0.58% | 0.69% | 1849 | +5,955 | 534.56% | Q1 2026 | May 15, 2026 |
| Viewpoint Capital Management LLC | History | Reduced | 1,405 | 613 | 0.29% | 0.3% | 1850 | -1 | -0.07% | Q1 2026 | Apr 17, 2026 |
| Fermata Advisors, LLC | History | Added to | 1,402 | 612 | 0.14% | 0.16% | 1851 | +21 | 1.52% | Q1 2026 | Apr 08, 2026 |
| jvl associates llc | History | No change | 1,394 | 609 | 0.2% | 0.22% | 1852 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Financial Futures Ltd Liability Co. | History | Reduced | 1,391 | 607 | 0.27% | 0.32% | 1853 | -13 | -0.93% | Q1 2026 | Apr 22, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 1,390 | 607 | 0.04% | 0.04% | 1854 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 1,245 | 607 | 0.37% | 0.37% | 1855 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 1,386 | 605 | 0.03% | 0.01% | 1856 | +968 | 231.58% | Q1 2026 | Apr 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 1,384 | 604 | 0.08% | 0.1% | 1857 | -112 | -7.49% | Q1 2026 | Apr 08, 2026 |
| Denver PWM, LLC | History | Added to | 6,952 | 603 | 0.21% | 0.18% | 1858 | +5,727 | 467.51% | Q1 2026 | May 12, 2026 |
| BancFirst Trust & Investment Management | History | Added to | 1,435 | 602 | 0.27% | 0.21% | 1859 | +376 | 35.51% | Q1 2026 | Apr 01, 2026 |
| Integrated Financial Solutions, Inc. | History | No change | 1,377 | 601 | 0.42% | 0.4% | 1860 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Planned Solutions, Inc. | History | Reduced | 1,374 | 600 | 0.2% | 0.22% | 1861 | -23 | -1.65% | Q1 2026 | Apr 09, 2026 |
| KITCHING PARTNERS, LLC | History | Reduced | 1,371 | 599 | 0.55% | 0.72% | 1862 | -254 | -15.63% | Q1 2026 | May 06, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 1,370 | 598 | 0.18% | 0.19% | 1863 | +149 | 12.2% | Q1 2026 | Apr 06, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 1,369 | 598 | 0.05% | 0.05% | 1864 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 1,366 | 596 | 0.29% | 0.33% | 1865 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LEE DANNER & BASS INC | History | No change | 1,366 | 596 | 0.04% | 0.05% | 1866 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| COUNTRY TRUST BANK | History | No change | 1,364 | 595 | 0.01% | 0.01% | 1867 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| North Star Investment Management Corp. | History | Added to | 1,360 | 594 | 0.04% | 0.04% | 1868 | +26 | 1.95% | Q1 2026 | Apr 23, 2026 |
| LexAurum Advisors, LLC | History | New | 1,354 | 591 | 0.08% | — | 1869 | +1,354 | New | Q1 2026 | Apr 13, 2026 |
| Verde Capital Management | History | Added to | 1,352 | 590 | 0.13% | 0.1% | 1872 | +361 | 36.43% | Q1 2026 | Apr 17, 2026 |
| Strid Group, LLC | History | Reduced | 1,353 | 590 | 0.07% | 0.09% | 1870 | -120 | -8.15% | Q1 2026 | Apr 29, 2026 |
| WP Advisors, LLC | History | Added to | 1,351 | 590 | 0.15% | 0.16% | 1871 | +1 | 0.07% | Q1 2026 | May 04, 2026 |
| Daviman Financial, LLC | History | Added to | 1,350 | 589 | 0.35% | 0.39% | 1873 | +1 | 0.07% | Q1 2026 | Apr 23, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 1,325 | 588 | 0.04% | 0.04% | 1874 | -3 | -0.23% | Q1 2026 | Apr 07, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | No change | 1,348 | 588 | 0.17% | 0.19% | 1875 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Walker Asset Management, LLC | History | Reduced | 1,344 | 587 | 0.32% | 0.36% | 1877 | -16 | -1.18% | Q1 2026 | Apr 24, 2026 |
| Carroll Advisory Group, LLC | History | Reduced | 1,344 | 587 | 0.23% | 0.29% | 1878 | -8 | -0.59% | Q1 2026 | Apr 22, 2026 |
| Fortis Capital Management LLC | History | Added to | 1,344 | 587 | 0.06% | 0.09% | 1876 | +2 | 0.15% | Q1 2026 | May 11, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Added to | 1,343 | 586 | 0.13% | 0.11% | 1879 | +352 | 35.52% | Q1 2026 | May 11, 2026 |
| Koenig Investment Advisory, LLC | History | Added to | 1,335 | 582 | 0.49% | 0.42% | 1880 | +224 | 20.16% | Q1 2026 | Apr 16, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | New | 1,331 | 581 | 0.16% | — | 1884 | +1,331 | New | Q1 2026 | Apr 08, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 1,332 | 581 | 0.48% | 0.52% | 1883 | +99 | 8.03% | Q1 2026 | Apr 14, 2026 |
| Navalign, LLC | History | Reduced | 1,331 | 581 | 0.15% | 0.16% | 1882 | -29 | -2.13% | Q1 2026 | Apr 29, 2026 |
| TI-TRUST, INC | History | Reduced | 1,332 | 581 | 0.35% | 0.4% | 1881 | -5 | -0.37% | Q1 2026 | Apr 28, 2026 |
| Alaethes Wealth, LLC | History | Reduced | 1,329 | 580 | 0.17% | 0.18% | 1885 | -11 | -0.82% | Q1 2026 | May 12, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 1,328 | 579 | 0.02% | 0.02% | 1886 | +64 | 5.06% | Q1 2026 | Apr 14, 2026 |
| GFS Advisors, LLC | History | Added to | 80,000 | 578 | 0.07% | 0.76% | 1887 | +66,909 | 511.11% | Q1 2026 | Apr 30, 2026 |
| Community Bank, N.A. | History | Reduced | 1,325 | 578 | 0.07% | 0.08% | 1888 | -8 | -0.6% | Q1 2026 | May 12, 2026 |
| Center For Asset Management LLC | History | Reduced | 1,320 | 576 | 0.29% | 0.34% | 1889 | -6 | -0.45% | Q1 2026 | Apr 16, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | No change | 1,320 | 576 | 0.39% | 0.46% | 1890 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 1,308 | 571 | 0.13% | 0.15% | 1891 | +1 | 0.08% | Q1 2026 | May 06, 2026 |
| Pointe Capital Management LLC | History | No change | 1,295 | 565 | 0.28% | 0.31% | 1892 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 1,289 | 563 | 0.0% | 0.0% | 1893 | -186 | -12.61% | Q1 2026 | May 13, 2026 |
| Stockman Wealth Management, Inc. | History | Reduced | 1,287 | 561 | 0.06% | 0.09% | 1894 | -272 | -17.45% | Q1 2026 | Apr 13, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 1,285 | 561 | 0.32% | 0.34% | 1895 | +66 | 5.41% | Q1 2026 | May 01, 2026 |
| EASTERN BANK | History | Reduced | 1,283 | 560 | 0.01% | 0.01% | 1896 | -67 | -4.96% | Q1 2026 | Apr 07, 2026 |
| truNorth Financial Services, Inc. | History | Reduced | 1,280 | 559 | 0.58% | 0.74% | 1897 | -111 | -7.98% | Q1 2026 | May 05, 2026 |
| Rockline Wealth Management, LLC | History | Added to | 1,279 | 558 | 0.12% | 0.07% | 1898 | +587 | 84.83% | Q1 2026 | Apr 30, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 1,279 | 558 | 0.44% | 0.5% | 1900 | -25 | -1.92% | Q1 2026 | Apr 21, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 1,278 | 558 | 0.06% | 0.06% | 1899 | +6 | 0.47% | Q1 2026 | May 12, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 1,277 | 557 | 0.52% | — | 1902 | +1,277 | New | Q1 2026 | May 15, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 1,277 | 557 | 0.19% | 0.22% | 1901 | -53 | -3.98% | Q1 2026 | Apr 01, 2026 |
| Murphy Pohlad Asset Management LLC | History | New | 1,275 | 556 | 0.2% | — | 1905 | +1,275 | New | Q1 2026 | Apr 14, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 1,274 | 556 | 0.04% | 0.04% | 1903 | +132 | 11.56% | Q1 2026 | Apr 20, 2026 |
| Retirement Solution LLC | History | Added to | 1,274 | 556 | 0.13% | 0.14% | 1904 | +18 | 1.43% | Q1 2026 | May 11, 2026 |
| Wealth Group Ltd | History | Reduced | 1,270 | 554 | 0.13% | 0.14% | 1906 | -40 | -3.05% | Q1 2026 | Apr 10, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 1,268 | 553 | 0.1% | 0.11% | 1907 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cladis Investment Advisory, LLC | History | Added to | 1,265 | 552 | 0.3% | 0.34% | 1908 | +5 | 0.4% | Q1 2026 | May 15, 2026 |
| Peak Wealth Management LLC | History | Reduced | 1,262 | 551 | 0.45% | 0.53% | 1909 | -35 | -2.7% | Q1 2026 | Apr 14, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | Reduced | 1,247 | 550 | 0.1% | 0.1% | 1910 | -7 | -0.56% | Q1 2026 | May 08, 2026 |
| Essex LLC | History | Added to | 1,260 | 550 | 0.1% | 0.11% | 1911 | +1 | 0.08% | Q1 2026 | Apr 24, 2026 |
| Hegarty Advisors, LLC | History | Added to | 1,257 | 549 | 0.43% | 0.47% | 1912 | +135 | 12.03% | Q1 2026 | Apr 30, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 1,191 | 547 | 0.08% | 0.09% | 1914 | -38 | -3.09% | Q1 2026 | Apr 16, 2026 |
| Ellevest, Inc. | History | Reduced | 1,254 | 547 | 0.08% | 0.09% | 1913 | -9 | -0.71% | Q1 2026 | May 11, 2026 |
| Warther Private Wealth, LLC | History | New | 1,252 | 546 | 0.13% | — | 1916 | +1,252 | New | Q1 2026 | May 14, 2026 |
| Trademark Financial Management, LLC | History | Added to | 1,251 | 546 | 0.27% | 0.28% | 1915 | +205 | 19.6% | Q1 2026 | Apr 27, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Added to | 1,250 | 545 | 0.08% | 0.08% | 1917 | +119 | 10.52% | Q1 2026 | Apr 13, 2026 |
| Capital Square, LLC | History | Added to | 6,540 | 544 | 0.25% | 0.24% | 1918 | +5,572 | 575.62% | Q1 2026 | May 11, 2026 |
| Crewe Advisors LLC | History | Reduced | 1,244 | 543 | 0.05% | 0.07% | 1919 | -404 | -24.51% | Q1 2026 | May 07, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 1,239 | 541 | 0.26% | 0.23% | 1920 | +314 | 33.95% | Q1 2026 | May 08, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 1,237 | 540 | 0.16% | 0.17% | 1921 | +25 | 2.06% | Q1 2026 | Apr 21, 2026 |
| Rodgers Brothers Inc. | History | Reduced | 1,237 | 540 | 0.06% | 0.07% | 1922 | -10 | -0.8% | Q1 2026 | May 14, 2026 |
| Flower City Capital | History | Reduced | 1,234 | 538 | 0.27% | 0.31% | 1924 | -28 | -2.22% | Q1 2026 | Apr 14, 2026 |
| MOTIVE WEALTH ADVISORS | History | Added to | 1,234 | 538 | 0.25% | 0.25% | 1925 | +7 | 0.57% | Q1 2026 | Apr 14, 2026 |
| Redwood Investment Management, LLC | History | Added to | 1,232 | 538 | 0.07% | 0.07% | 1923 | +5 | 0.41% | Q1 2026 | Jun 23, 2026 |
| Mason & Associates, LLC | History | No change | 1,231 | 537 | 0.12% | 0.14% | 1926 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ipsen Advisor Group LLC | History | Added to | 1,226 | 535 | 0.37% | 0.42% | 1927 | +1 | 0.08% | Q1 2026 | May 29, 2026 |
| Mosley Wealth Management | History | Reduced | 1,114 | 534 | 0.24% | 0.29% | 1929 | -191 | -14.64% | Q1 2026 | Apr 27, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 1,223 | 534 | 0.25% | 0.27% | 1930 | +49 | 4.17% | Q1 2026 | Apr 24, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | Reduced | 1,223 | 534 | 0.25% | 0.29% | 1928 | -48 | -3.78% | Q1 2026 | Apr 20, 2026 |
| Kropog Financial Group, LLC | History | Added to | 1,223 | 534 | 0.43% | 0.46% | 1931 | +1 | 0.08% | Q1 2026 | Apr 24, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 1,221 | 533 | 0.01% | 0.01% | 1932 | -3 | -0.25% | Q1 2026 | May 13, 2026 |
| PAX Financial Group, LLC | History | Reduced | 1,220 | 532 | 0.09% | 0.3% | 1933 | -2,403 | -66.33% | Q1 2026 | Apr 27, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 1,218 | 531 | 0.28% | 0.31% | 1934 | +2 | 0.16% | Q1 2026 | Apr 21, 2026 |
| Sepio Capital, LP | History | Reduced | 1,212 | 529 | 0.03% | 0.04% | 1935 | -247 | -16.93% | Q1 2026 | May 13, 2026 |
| Inscription Capital, LLC | History | Added to | 1,213 | 529 | 0.06% | 0.06% | 1936 | +40 | 3.41% | Q1 2026 | Apr 20, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 1,211 | 528 | 0.25% | 0.13% | 1939 | +664 | 121.39% | Q1 2026 | May 12, 2026 |
| D.B. Root & Company, LLC | History | Added to | 1,210 | 528 | 0.13% | 0.08% | 1937 | +502 | 70.9% | Q1 2026 | May 12, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 1,209 | 528 | 0.05% | 0.05% | 1938 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Mach-1 Financial Group, LLC | History | Reduced | 1,207 | 527 | 0.19% | 0.29% | 1940 | -1,641 | -57.62% | Q1 2026 | May 13, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 1,207 | 527 | 0.23% | 0.23% | 1941 | +92 | 8.25% | Q1 2026 | Apr 20, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 1,080 | 526 | 0.06% | 0.06% | 1942 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Everest Management Corp. | History | Reduced | 1,203 | 525 | 0.27% | 0.44% | 1944 | -426 | -26.15% | Q1 2026 | May 06, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 1,202 | 525 | 0.12% | 0.12% | 1945 | +110 | 10.07% | Q1 2026 | May 21, 2026 |
| MBL Wealth, LLC | History | No change | 1,204 | 525 | 0.04% | 0.05% | 1943 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Westside Investment Management, Inc. | History | Added to | 1,201 | 524 | 0.08% | 0.09% | 1947 | +20 | 1.69% | Q1 2026 | May 04, 2026 |
| Mason & Associates Inc | History | Added to | 1,248 | 524 | 0.1% | 0.11% | 1949 | +8 | 0.65% | Q1 2026 | Apr 30, 2026 |
| CHASE INVESTMENT COUNSEL CORP | History | No change | 1,200 | 524 | 0.14% | 0.16% | 1946 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 1,200 | 524 | 0.12% | 0.14% | 1948 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Odyssey Capital Advisors, Inc. | History | No change | 1,202 | 524 | 0.47% | 0.52% | 1950 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Solstein Capital, LLC | History | Added to | 1,199 | 523 | 0.21% | 0.17% | 1951 | +350 | 41.22% | Q1 2026 | May 14, 2026 |
| Virtue Capital Management, LLC | History | Added to | 1,232 | 522 | 0.08% | 0.06% | 1952 | +433 | 54.19% | Q1 2026 | May 07, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 1,197 | 522 | 0.09% | 0.11% | 1953 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WRAPMANAGER INC | History | Reduced | 1,193 | 521 | 0.18% | 0.28% | 1954 | -489 | -29.07% | Q1 2026 | May 11, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 1,195 | 521 | 0.11% | 0.12% | 1955 | +2 | 0.17% | Q1 2026 | Apr 21, 2026 |
| Sanchez Levi Garrett | History | New | 1,192 | 520 | 0.33% | — | 1958 | +1,192 | New | Q1 2026 | May 15, 2026 |
| PW ADVISORS, LLC \ FL | History | Reduced | 1,192 | 520 | 0.39% | 0.51% | 1957 | -108 | -8.31% | Q1 2026 | Apr 24, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 1,191 | 520 | 0.08% | 0.09% | 1956 | +3 | 0.25% | Q1 2026 | Apr 29, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Reduced | 1,188 | 519 | 0.07% | 0.09% | 1959 | -210 | -15.02% | Q1 2026 | Apr 21, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | No change | 1,189 | 519 | 0.37% | 0.4% | 1960 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LM Advisors LLC | History | New | 226 | 518 | 0.01% | — | 1961 | +226 | New | Q1 2026 | May 13, 2026 |
| Financial Security Advisor, Inc. | History | Reduced | 1,180 | 515 | 0.09% | 0.12% | 1962 | -119 | -9.16% | Q1 2026 | May 04, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 1,178 | 514 | 0.22% | 0.33% | 1963 | -383 | -24.54% | Q1 2026 | Apr 21, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 1,178 | 514 | 0.36% | 0.41% | 1964 | +6 | 0.51% | Q1 2026 | May 13, 2026 |
| Hamilton Wealth, LLC | History | Reduced | 1,173 | 512 | 0.1% | 0.12% | 1966 | -84 | -6.68% | Q1 2026 | Jun 25, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 1,173 | 512 | 0.02% | 0.03% | 1965 | -75 | -6.01% | Q1 2026 | Apr 17, 2026 |
| Ascent Advisors, LLC | History | New | 1,172 | 511 | 0.94% | — | 1967 | +1,172 | New | Q1 2026 | Apr 29, 2026 |
| Pachira Investments Inc. | History | Added to | 1,166 | 509 | 0.24% | 0.27% | 1968 | +8 | 0.69% | Q1 2026 | Apr 27, 2026 |
| Legacy Private Trust Co. | History | No change | 1,165 | 508 | 0.03% | 0.03% | 1969 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 1,162 | 507 | 0.15% | 0.24% | 1970 | -507 | -30.38% | Q1 2026 | Apr 22, 2026 |
| Main Street Group, LTD | History | Reduced | 1,157 | 505 | 0.15% | 0.25% | 1971 | -356 | -23.53% | Q1 2026 | May 06, 2026 |
| Sharper & Granite LLC | History | No change | 1,154 | 504 | 0.17% | 0.2% | 1972 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 1,151 | 502 | 0.05% | 0.06% | 1973 | +17 | 1.5% | Q1 2026 | Apr 22, 2026 |
| Beacon Wealthcare LLC | History | No change | 1,150 | 502 | 0.18% | 0.19% | 1974 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Added to | 1,148 | 501 | 0.19% | 0.21% | 1975 | +2 | 0.17% | Q1 2026 | Apr 22, 2026 |
| waypoint wealth counsel | History | Reduced | 1,146 | 500 | 0.26% | 0.24% | 1977 | -184 | -13.83% | Q1 2026 | Apr 23, 2026 |
| JGP Wealth Management, LLC | History | Added to | 1,146 | 500 | 0.05% | 0.06% | 1976 | +49 | 4.47% | Q1 2026 | Apr 08, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 1,146 | 500 | 0.28% | 0.35% | 1978 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Portland Global Advisors LLC | History | Added to | 1,141 | 498 | 0.05% | 0.06% | 1979 | +3 | 0.26% | Q1 2026 | May 11, 2026 |
| BAILARD, INC. | History | Added to | 1,137 | 497 | 0.01% | 0.01% | 1980 | +163 | 16.74% | Q1 2026 | May 11, 2026 |
| Integrated Capital Management, LLC | History | Added to | 1,136 | 496 | 0.21% | 0.23% | 1981 | +21 | 1.88% | Q1 2026 | Apr 17, 2026 |
| Twele Capital Management, Inc. | History | No change | 1,131 | 494 | 0.09% | 0.1% | 1982 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BSW Wealth Partners | History | Added to | 1,128 | 492 | 0.06% | 0.07% | 1983 | +1 | 0.09% | Q1 2026 | Apr 14, 2026 |
| North Forty Two & Co. | History | No change | 1,128 | 492 | 0.45% | 0.52% | 1984 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 1,125 | 491 | 0.2% | 0.23% | 1985 | +37 | 3.4% | Q1 2026 | Apr 30, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 1,126 | 491 | 0.2% | 0.23% | 1986 | -2 | -0.18% | Q1 2026 | Apr 21, 2026 |
| Widmann Financial Services, Inc. | History | No change | 1,123 | 490 | 0.29% | 0.33% | 1987 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Investment Services of America, Inc. | History | Added to | 1,115 | 487 | 0.05% | 0.05% | 1988 | +38 | 3.53% | Q1 2026 | Apr 27, 2026 |
| TriaGen Wealth Management LLC | History | No change | 1,116 | 487 | 0.13% | 0.14% | 1989 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Reduced | 1,113 | 486 | 0.48% | 0.67% | 1990 | -256 | -18.7% | Q1 2026 | Apr 14, 2026 |
| Selective Wealth Management, Inc. | History | New | 5,869 | 485 | 0.14% | — | 1991 | +5,869 | New | Q1 2026 | Apr 30, 2026 |
| Centennial Advisors, LLC | History | New | 1,110 | 484 | 0.62% | — | 1992 | +1,110 | New | Q1 2026 | Apr 21, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 1,108 | 483 | 0.03% | 0.02% | 1993 | +325 | 41.51% | Q1 2026 | May 12, 2026 |
| Salus Financial Advisors, LLC | History | Reduced | 1,107 | 483 | 0.28% | 0.35% | 1995 | -93 | -7.75% | Q1 2026 | Apr 23, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 1,014 | 483 | 0.03% | 0.03% | 1994 | +6 | 0.6% | Q1 2026 | Apr 20, 2026 |
| Payne Capital LLC | History | No change | 1,108 | 483 | 0.44% | 0.55% | 1996 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 1,099 | 482 | 0.15% | 0.17% | 1997 | +27 | 2.52% | Q1 2026 | May 14, 2026 |
| WASHINGTON TRUST Co | History | No change | 1,104 | 482 | 0.02% | 0.02% | 1998 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 1,105 | 482 | 0.23% | 0.24% | 1999 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Elevated Financial Group LLC | History | New | 1,099 | 480 | 0.16% | — | 2002 | +1,099 | New | Q1 2026 | May 11, 2026 |