VANGUARD INDEX FUNDS - VV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 18,664,465 | 5,437,790 | 2.61% | 3.42% | 1 | +825,260 | 4.63% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 12,262,531 | 3,664,657 | 2.49% | 2.75% | 2 | +45,572 | 0.37% | Q1 2026 | May 12, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 6,543,317 | 1,955,470 | 15.06% | 15.1% | 3 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| VANGUARD GROUP INC | History | No change | 3,862,217 | 1,215,825 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UBS Group AG | History | Added to | 4,049,713 | 1,210,256 | 0.18% | 0.11% | 5 | +1,843,613 | 83.57% | Q1 2026 | May 05, 2026 |
| Vanguard Global Advisers, LLC | History | New | 4,004,337 | 1,196,696 | 0.65% | — | 6 | +4,004,337 | New | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,841,612 | 849,216 | 0.52% | 0.55% | 7 | +80,456 | 2.91% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,689,576 | 803,779 | 0.06% | 0.06% | 8 | -97,969 | -3.51% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 2,689,121 | 803,644 | 0.05% | 0.05% | 9 | -32,252 | -1.19% | Q1 2026 | May 15, 2026 |
| Johnson Financial Group, LLC | History | Added to | 2,555,957 | 763,847 | 50.86% | 48.94% | 10 | +44,086 | 1.76% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,102,746 | 628,405 | 0.36% | 0.36% | 11 | -3,592 | -0.17% | Q1 2026 | May 08, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,838,898 | 549,554 | 0.08% | 0.09% | 12 | -86,778 | -4.51% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,540,186 | 460,284 | 0.12% | 0.13% | 13 | +118,681 | 8.35% | Q1 2026 | May 04, 2026 |
| FMR LLC | History | Reduced | 1,533,046 | 458,150 | 0.02% | 0.02% | 14 | -12,865 | -0.83% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,438,617 | 429,930 | 0.08% | 0.08% | 15 | -11,697 | -0.81% | Q1 2026 | May 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 1,369,690 | 409,331 | 3.08% | 3.13% | 16 | +54,875 | 4.17% | Q1 2026 | May 12, 2026 |
| Wealthquest Corp | History | No change | 1,177,813 | 370,775 | 28.0% | 28.0% | 17 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 1,037,646 | 338,002 | 12.97% | 14.13% | 18 | -63,684 | -5.78% | Q1 2026 | Apr 24, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 844,862 | 252,419 | 0.06% | 0.06% | 19 | +38,772 | 4.81% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 836,558 | 250,005 | 0.99% | 0.92% | 20 | +80,853 | 10.7% | Q1 2026 | May 11, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 807,783 | 241,405 | 1.9% | 1.37% | 21 | +262,452 | 48.13% | Q1 2026 | May 01, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 792,998 | 236,988 | 0.04% | 0.04% | 22 | -21,243 | -2.61% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 766,555 | 229,085 | 0.07% | 0.07% | 23 | +28,668 | 3.89% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 745,929 | 222,920 | 0.06% | 0.07% | 24 | -17,925 | -2.35% | Q1 2026 | May 06, 2026 |
| Wealthfront Advisers LLC | History | Added to | 738,555 | 220,717 | 0.48% | 0.5% | 25 | +20,753 | 2.89% | Q1 2026 | May 05, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 728,167 | 212,143 | 21.15% | 21.27% | 26 | +30,639 | 4.39% | Q1 2026 | May 12, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 640,266 | 191,343 | 1.62% | 1.65% | 27 | -11,537 | -1.77% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 603,947 | 180,382 | 0.21% | 0.22% | 28 | +15,649 | 2.66% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 532,814 | 160,035 | 0.18% | 0.19% | 29 | +10,950 | 2.1% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 529,356 | 158,197 | 2.48% | 2.78% | 30 | +20,690 | 4.07% | Q1 2026 | May 04, 2026 |
| Cresset Asset Management, LLC | History | Added to | 529,201 | 158,151 | 0.68% | 0.69% | 31 | +9,636 | 1.85% | Q1 2026 | May 15, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 491,868 | 146,994 | 19.94% | 21.75% | 32 | -8,906 | -1.78% | Q1 2026 | Apr 17, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 445,130 | 133,027 | 2.86% | 2.84% | 33 | +66,691 | 17.62% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 445,130 | 133,027 | 2.48% | 2.45% | 34 | +66,691 | 17.62% | Q1 2026 | May 06, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 443,513 | 132,543 | 1.63% | 1.84% | 35 | -9,071 | -2.0% | Q1 2026 | May 08, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 434,849 | 129,954 | 0.5% | — | 36 | +434,849 | New | Q1 2026 | May 12, 2026 |
| Garde Capital, Inc. | History | Reduced | 430,897 | 128,773 | 7.71% | 8.04% | 37 | -135 | -0.03% | Q1 2026 | Apr 28, 2026 |
| Mason & Associates, LLC | History | Added to | 429,065 | 128,226 | 29.36% | 30.52% | 38 | +2,628 | 0.62% | Q1 2026 | Apr 21, 2026 |
| GeoWealth Management, LLC | History | Added to | 425,422 | 127,137 | 4.58% | 4.93% | 39 | +959 | 0.23% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 415,557 | 124,189 | 0.03% | 0.01% | 40 | +311,331 | 298.71% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Added to | 413,306 | 123,516 | 2.93% | 1.75% | 41 | +163,418 | 65.4% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 392,369 | 117,259 | 0.12% | 0.14% | 42 | -1,935 | -0.49% | Q1 2026 | May 13, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 385,016 | 115,062 | 4.96% | 4.98% | 43 | +4,888 | 1.29% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 383,260 | 114,537 | 0.16% | 0.16% | 44 | -6,275 | -1.61% | Q1 2026 | Apr 27, 2026 |
| Ballentine Partners, LLC | History | Reduced | 380,612 | 113,745 | 1.58% | 1.72% | 45 | -9,030 | -2.32% | Q1 2026 | May 14, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 364,547 | 108,944 | 9.5% | 10.38% | 46 | +6,695 | 1.87% | Q1 2026 | Apr 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 361,696 | 108,092 | 0.2% | 0.28% | 47 | +78,099 | 27.54% | Q1 2026 | May 01, 2026 |
| Truepoint, Inc. | History | Added to | 352,290 | 105,281 | 2.35% | 2.11% | 48 | +53,865 | 18.05% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 348,373 | 104,111 | 0.01% | 0.01% | 49 | +10,371 | 3.07% | Q1 2026 | May 15, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 326,369 | 97,535 | 3.88% | 4.1% | 50 | -12,109 | -3.58% | Q1 2026 | May 01, 2026 |
| BlackRock, Inc. | History | Added to | 318,319 | 95,129 | 0.0% | 0.0% | 51 | +137,579 | 76.12% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 316,012 | 91,726 | 0.01% | 0.01% | 52 | +19,296 | 6.5% | Q1 2026 | May 13, 2026 |
| Norinchukin Bank, The | History | No change | 300,000 | 89,655 | 1.05% | 1.1% | 53 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MilWealth Group LLC | History | Added to | 295,789 | 88,396 | 21.04% | 21.95% | 54 | +2,854 | 0.97% | Q1 2026 | May 01, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 287,055 | 85,786 | 5.55% | 6.12% | 55 | -19,987 | -6.51% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 323,899 | 84,174 | 0.54% | 0.69% | 56 | +4,007 | 1.25% | Q1 2026 | May 15, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 264,311 | 78,800 | 7.69% | 7.92% | 57 | +1,626 | 0.62% | Q1 2026 | May 06, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 260,987 | 77,995 | 0.35% | 0.36% | 58 | -4,964 | -1.87% | Q1 2026 | May 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 257,442 | 76,936 | 0.21% | 0.23% | 59 | -41,118 | -13.77% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 253,496 | 75,757 | 0.13% | 0.15% | 60 | +6,332 | 2.56% | Q1 2026 | May 14, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 253,161 | 75,657 | 1.71% | 1.78% | 61 | +8,194 | 3.34% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 219,002 | 65,593 | 0.09% | 0.09% | 62 | +8,292 | 3.94% | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 216,623 | 64,737 | 5.52% | 6.15% | 63 | -17,195 | -7.35% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 214,440 | 64,092 | 0.09% | 0.11% | 64 | -22,899 | -9.65% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 212,324 | 63,453 | 0.09% | 0.1% | 65 | +3,824 | 1.83% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 211,550 | 63,221 | 1.14% | 1.24% | 66 | -4,333 | -2.01% | Q1 2026 | May 07, 2026 |
| Addis & Hill, Inc | History | Added to | 211,235 | 63,127 | 38.39% | 39.61% | 67 | +3,533 | 1.7% | Q1 2026 | Apr 16, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 204,185 | 61,020 | 3.63% | 3.75% | 68 | +546 | 0.27% | Q1 2026 | May 13, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 203,078 | 60,689 | 20.28% | 24.44% | 69 | -32,802 | -13.91% | Q1 2026 | Apr 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 195,721 | 58,491 | 1.28% | 0.38% | 70 | +137,570 | 236.57% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 194,297 | 58,065 | 0.18% | 0.18% | 71 | +4,080 | 2.14% | Q1 2026 | May 13, 2026 |
| Trust Point Inc. | History | Reduced | 193,088 | 57,704 | 5.01% | 5.14% | 72 | -13,586 | -6.57% | Q1 2026 | Apr 15, 2026 |
| Sunflower Bank, N.A. | History | Added to | 191,036 | 57,091 | 14.55% | 14.78% | 73 | +4,675 | 2.51% | Q1 2026 | Apr 10, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 189,574 | 56,654 | 13.49% | 13.8% | 74 | +10,444 | 5.83% | Q1 2026 | Apr 22, 2026 |
| TRB Wealth Management, LLC | History | New | 187,507 | 56,036 | 7.96% | — | 75 | +187,507 | New | Q1 2026 | May 14, 2026 |
| Financial Planning Navigators CORP | History | Added to | 178,447 | 53,329 | 23.38% | 24.75% | 76 | +7,130 | 4.16% | Q1 2026 | Apr 21, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 177,515 | 53,050 | 0.55% | 0.54% | 77 | +23,327 | 15.13% | Q1 2026 | Apr 27, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 171,050 | 51,118 | 0.78% | 1.81% | 78 | -204,961 | -54.51% | Q1 2026 | Apr 07, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 168,552 | 50,371 | 2.23% | 2.37% | 79 | +1,388 | 0.83% | Q1 2026 | Apr 09, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 167,368 | 50,017 | 14.94% | 15.63% | 80 | +2,031 | 1.23% | Q1 2026 | May 05, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 164,502 | 49,161 | 3.03% | 3.42% | 81 | +3,356 | 2.08% | Q1 2026 | Apr 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 163,842 | 48,964 | 0.13% | 0.13% | 82 | +3,286 | 2.05% | Q1 2026 | Apr 30, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 159,809 | 47,758 | 0.95% | 0.91% | 83 | +1,369 | 0.86% | Q1 2026 | Apr 15, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 158,165 | 47,267 | 0.22% | 0.15% | 84 | -5,216 | -3.19% | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | Added to | 157,973 | 47,210 | 0.09% | 0.06% | 85 | +50,074 | 46.41% | Q1 2026 | May 14, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 147,593 | 44,108 | 7.14% | 13.51% | 86 | -116,366 | -44.08% | Q1 2026 | Apr 15, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 147,066 | 43,950 | 1.21% | 1.31% | 87 | -484 | -0.33% | Q1 2026 | May 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 144,988 | 43,329 | 0.06% | 0.06% | 88 | +13,710 | 10.44% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 133,685 | 40,296 | 0.08% | 0.08% | 89 | -53,585 | -28.61% | Q1 2026 | Apr 08, 2026 |
| McIlrath & Eck, LLC | History | Added to | 131,938 | 39,429 | 2.92% | 3.65% | 90 | +7,115 | 5.7% | Q1 2026 | May 19, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 131,162 | 39,197 | 0.07% | 0.05% | 91 | +40,032 | 43.93% | Q1 2026 | May 14, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 126,833 | 37,903 | 0.54% | 0.65% | 92 | -2,498 | -1.93% | Q1 2026 | Apr 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 125,555 | 37,522 | 0.0% | 0.01% | 93 | -211 | -0.17% | Q1 2026 | May 14, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Added to | 121,493 | 36,308 | 17.69% | 18.3% | 94 | +3,313 | 2.8% | Q1 2026 | Apr 14, 2026 |
| Haverford Trust Co | History | Reduced | 121,461 | 36,298 | 0.33% | 0.37% | 95 | -10,426 | -7.91% | Q1 2026 | May 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 117,760 | 35,192 | 0.03% | — | 96 | +117,760 | New | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 117,038 | 34,976 | 0.06% | 0.07% | 97 | +445 | 0.38% | Q1 2026 | May 15, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 116,854 | 34,921 | 2.12% | 0.45% | 98 | -479,838 | -80.42% | Q1 2026 | May 12, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 116,695 | 34,874 | 5.58% | 6.48% | 99 | -13,508 | -10.37% | Q1 2026 | Apr 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 116,651 | 34,860 | 0.04% | 0.04% | 100 | +2,642 | 2.32% | Q1 2026 | May 05, 2026 |
| SCS Capital Management LLC | History | Reduced | 112,445 | 33,604 | 0.36% | 0.38% | 101 | -457 | -0.4% | Q1 2026 | May 11, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 110,036 | 32,884 | 1.35% | 1.36% | 102 | +5,942 | 5.71% | Q1 2026 | May 12, 2026 |
| Latigo Investments, LLC | History | No change | 108,982 | 32,569 | 16.22% | 16.88% | 103 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| &PARTNERS | History | Added to | 108,889 | 32,532 | 0.16% | 0.14% | 104 | +23,315 | 27.25% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 107,557 | 32,143 | 0.04% | 0.04% | 105 | +9,033 | 9.17% | Q1 2026 | Apr 27, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 107,501 | 32,126 | 2.09% | 2.3% | 106 | -3,097 | -2.8% | Q1 2026 | May 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 106,838 | 31,928 | 0.01% | 0.02% | 107 | -16,279 | -13.22% | Q1 2026 | May 15, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 101,070 | 31,816 | 9.32% | 9.32% | 108 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| COMERICA BANK | History | No change | 98,382 | 30,970 | 0.12% | 0.12% | 109 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ADVOCATE GROUP LLC | History | Added to | 90,889 | 27,162 | 4.25% | 4.21% | 110 | +8,242 | 9.97% | Q1 2026 | Apr 13, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 90,161 | 26,945 | 3.43% | 3.6% | 111 | +2,864 | 3.28% | Q1 2026 | Apr 16, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 88,753 | 26,523 | 0.14% | 0.19% | 112 | +2,095 | 2.42% | Q1 2026 | May 15, 2026 |
| TD Capital Management LLC | History | Reduced | 88,071 | 26,320 | 2.37% | 2.47% | 113 | -359 | -0.41% | Q1 2026 | May 11, 2026 |
| Nordwand Advisors, LLC | History | No change | 87,000 | 25,999 | 4.55% | 4.79% | 114 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Miller Investment Management, LP | History | Added to | 86,744 | 25,923 | 2.57% | 1.93% | 115 | +23,893 | 38.02% | Q1 2026 | May 08, 2026 |
| SFAM, LLC | History | Reduced | 86,382 | 25,815 | 23.94% | 24.95% | 116 | -296 | -0.34% | Q1 2026 | May 04, 2026 |
| James Reed Financial Services, Inc. | History | Reduced | 85,734 | 25,621 | 22.18% | 22.7% | 117 | -4,241 | -4.71% | Q1 2026 | Apr 20, 2026 |
| Abound Wealth Management | History | Added to | 85,097 | 25,431 | 5.78% | 5.86% | 118 | +5,647 | 7.11% | Q1 2026 | Apr 10, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 81,967 | 24,672 | 0.42% | 0.5% | 119 | -5,748 | -6.55% | Q1 2026 | May 14, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 80,797 | 24,146 | 3.11% | 3.66% | 120 | -7,282 | -8.27% | Q1 2026 | Apr 16, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 80,520 | 24,062 | 0.15% | 0.15% | 121 | -115 | -0.14% | Q1 2026 | May 15, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 79,846 | 23,861 | 4.71% | 5.19% | 122 | +1,127 | 1.43% | Q1 2026 | Apr 14, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 78,036 | 23,321 | 0.28% | 0.33% | 123 | -15,546 | -16.61% | Q1 2026 | May 13, 2026 |
| JNBA Financial Advisors | History | Added to | 77,840 | 23,262 | 1.94% | 1.72% | 124 | +15,243 | 24.35% | Q1 2026 | Apr 22, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 70,384 | 22,703 | 2.04% | 2.07% | 125 | +82 | 0.12% | Q1 2026 | Apr 20, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 74,694 | 22,322 | 0.03% | 0.03% | 126 | +10,489 | 16.34% | Q1 2026 | May 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 73,021 | 22,106 | 2.4% | — | 127 | +73,021 | New | Q1 2026 | Apr 10, 2026 |
| CHOREO, LLC | History | Reduced | 72,745 | 21,739 | 0.27% | 0.3% | 128 | -1,517 | -2.04% | Q1 2026 | May 12, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Reduced | 70,707 | 21,130 | 11.54% | 11.07% | 129 | -1,849 | -2.55% | Q1 2026 | Apr 20, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 69,905 | 20,891 | 0.27% | 0.29% | 130 | -1,530 | -2.14% | Q1 2026 | Apr 21, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 67,937 | 20,302 | 0.23% | 0.24% | 131 | -579 | -0.85% | Q1 2026 | May 05, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 67,443 | 20,155 | 9.52% | 10.06% | 132 | -1,273 | -1.85% | Q1 2026 | Apr 13, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 67,329 | 20,121 | 6.67% | 7.93% | 133 | +1,594 | 2.42% | Q1 2026 | Apr 23, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 67,140 | 20,064 | 1.29% | 1.36% | 134 | -1,259 | -1.84% | Q1 2026 | May 14, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 66,145 | 19,767 | 8.25% | 8.7% | 135 | +526 | 0.8% | Q1 2026 | Apr 07, 2026 |
| Strategic Equity Management | History | Reduced | 66,039 | 19,735 | 7.42% | 7.66% | 136 | -5,754 | -8.01% | Q1 2026 | Apr 21, 2026 |
| Wealth Architects, LLC | History | Reduced | 64,410 | 19,248 | 1.72% | 1.89% | 137 | -2,355 | -3.53% | Q1 2026 | May 15, 2026 |
| ATMOS ADVISORY, LLC | History | Reduced | 64,279 | 19,209 | 10.91% | 11.73% | 138 | -12 | -0.02% | Q1 2026 | Apr 06, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 64,248 | 19,200 | 1.14% | 1.17% | 139 | -146 | -0.23% | Q1 2026 | May 11, 2026 |
| St. Louis Trust Co | History | Reduced | 64,112 | 19,160 | 2.24% | 2.35% | 140 | -1,111 | -1.7% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 60,661 | 18,365 | 0.38% | 0.41% | 141 | -1,211 | -1.96% | Q1 2026 | Apr 28, 2026 |
| Investors Research Corp | History | Added to | 60,322 | 18,027 | 3.45% | 3.45% | 142 | +407 | 0.68% | Q1 2026 | Apr 03, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 59,926 | 17,908 | 1.31% | 1.41% | 143 | -207 | -0.34% | Q1 2026 | Apr 20, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 51,985 | 17,625 | 0.35% | 0.38% | 144 | -371 | -0.71% | Q1 2026 | May 11, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 58,054 | 17,349 | 2.43% | 2.49% | 145 | -1,463 | -2.46% | Q1 2026 | Apr 13, 2026 |
| Box Hill Private Wealth LLC | History | Reduced | 57,428 | 17,162 | 16.96% | 18.4% | 146 | -318 | -0.55% | Q1 2026 | Apr 03, 2026 |
| Northern Capital Management, Inc. | History | Reduced | 57,001 | 17,034 | 8.54% | 9.63% | 147 | -869 | -1.5% | Q1 2026 | May 13, 2026 |
| Farrell Financial LLC | History | Added to | 56,529 | 16,893 | 10.09% | 10.16% | 149 | +1,812 | 3.31% | Q1 2026 | Apr 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 53,665 | 16,893 | 0.01% | 0.01% | 148 | -1,561 | -2.83% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 55,294 | 16,524 | 0.29% | 0.3% | 150 | +2,048 | 3.85% | Q1 2026 | May 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 53,970 | 16,129 | 0.09% | 0.1% | 151 | -908 | -1.65% | Q1 2026 | Apr 30, 2026 |
| Smithfield Trust Co | History | Added to | 53,342 | 15,941 | 0.69% | 0.62% | 152 | +9,003 | 20.3% | Q1 2026 | May 08, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Reduced | 53,009 | 15,841 | 1.85% | 2.15% | 153 | -181 | -0.34% | Q1 2026 | Apr 13, 2026 |
| CX Institutional | History | Reduced | 52,865 | 15,799 | 0.48% | 0.5% | 154 | -342 | -0.64% | Q1 2026 | Apr 06, 2026 |
| Horizons Wealth Management | History | Added to | 51,595 | 15,419 | 10.11% | 10.59% | 155 | +236 | 0.46% | Q1 2026 | Apr 02, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 51,404 | 15,362 | 1.57% | 1.97% | 156 | -7,021 | -12.02% | Q1 2026 | May 15, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 51,373 | 15,352 | 3.53% | 3.69% | 157 | -108 | -0.21% | Q1 2026 | Apr 10, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 51,349 | 15,345 | 2.27% | 2.81% | 158 | -7,076 | -12.11% | Q1 2026 | May 11, 2026 |
| TFC Financial Management, Inc. | History | Added to | 51,298 | 15,330 | 1.89% | 1.89% | 159 | +3,332 | 6.95% | Q1 2026 | Apr 23, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 50,356 | 15,048 | 2.18% | 2.26% | 160 | -150 | -0.3% | Q1 2026 | Apr 20, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Reduced | 50,232 | 15,011 | 3.19% | 3.4% | 161 | -118 | -0.23% | Q1 2026 | May 04, 2026 |
| Madison Asset Management, LLC | History | Added to | 50,009 | 14,945 | 0.19% | 0.18% | 162 | +255 | 0.51% | Q1 2026 | May 07, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 49,911 | 14,919 | 0.01% | 0.01% | 163 | -1,952 | -3.76% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 49,701 | 14,853 | 0.12% | 0.16% | 164 | +7,745 | 18.46% | Q1 2026 | May 15, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 49,546 | 14,806 | 2.28% | 2.17% | 165 | -28 | -0.06% | Q1 2026 | May 06, 2026 |
| IF Advisors, LLC | History | Reduced | 49,091 | 14,670 | 10.37% | 13.62% | 166 | -4,158 | -7.81% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 48,866 | 14,603 | 0.02% | 0.02% | 167 | +1,170 | 2.45% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 48,453 | 14,482 | 0.02% | 0.01% | 168 | +10,946 | 29.18% | Q1 2026 | May 14, 2026 |
| Daner Wealth Management, LLC | History | Reduced | 42,618 | 14,456 | 8.5% | 8.38% | 169 | -418 | -0.97% | Q1 2026 | May 13, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 48,276 | 14,427 | 0.37% | 0.39% | 170 | -141 | -0.29% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 47,955 | 14,331 | 0.05% | 0.06% | 171 | +4,785 | 11.08% | Q1 2026 | Apr 30, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 47,767 | 14,275 | 3.24% | 3.32% | 172 | +834 | 1.78% | Q1 2026 | Apr 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 47,507 | 14,197 | 0.13% | 0.01% | 173 | +45,866 | 2795.0% | Q1 2026 | May 06, 2026 |
| HEADINVEST, LLC | History | Reduced | 47,198 | 14,105 | 2.89% | 2.98% | 174 | -348 | -0.73% | Q1 2026 | May 15, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 47,074 | 14,067 | 1.97% | 2.15% | 175 | -2,444 | -4.94% | Q1 2026 | May 11, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 46,014 | 13,751 | 4.03% | 4.26% | 176 | +1,109 | 2.47% | Q1 2026 | Apr 16, 2026 |
| Amtrust Financial Services, Inc. | History | No change | 45,800 | 13,687 | 4.57% | 4.57% | 177 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 45,539 | 13,609 | 0.08% | 0.09% | 178 | +548 | 1.22% | Q1 2026 | May 05, 2026 |
| MONEYWISE, INC. | History | Reduced | 45,537 | 13,608 | 5.94% | 6.31% | 179 | -2,621 | -5.44% | Q1 2026 | Apr 27, 2026 |
| MAI Capital Management | History | Added to | 45,143 | 13,491 | 0.08% | 0.08% | 180 | +393 | 0.88% | Q1 2026 | May 15, 2026 |
| Procyon Advisors, LLC | History | No change | 45,127 | 13,486 | 0.66% | 0.7% | 181 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 44,747 | 13,373 | 1.52% | 1.58% | 182 | +319 | 0.72% | Q1 2026 | Apr 16, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 44,677 | 13,351 | 0.07% | 0.03% | 183 | +26,541 | 146.34% | Q1 2026 | May 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 44,506 | 13,300 | 0.05% | 0.05% | 184 | -209 | -0.47% | Q1 2026 | Apr 24, 2026 |
| ASSETMARK, INC | History | Added to | 44,189 | 13,205 | 0.03% | 0.02% | 185 | +20,032 | 82.92% | Q1 2026 | May 06, 2026 |
| Destination Wealth Management | History | Reduced | 44,178 | 13,202 | 0.34% | 0.37% | 186 | -368 | -0.83% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 44,128 | 13,187 | 0.16% | 0.16% | 187 | +2,085 | 4.96% | Q1 2026 | Apr 20, 2026 |
| HB Wealth Management, LLC | History | Reduced | 43,989 | 13,146 | 0.09% | 0.09% | 188 | -343 | -0.77% | Q1 2026 | Apr 27, 2026 |
| Fusion Family Wealth, LLC | History | Reduced | 43,081 | 12,874 | 0.96% | 1.03% | 189 | -217 | -0.5% | Q1 2026 | May 05, 2026 |
| Leeward Financial Partners, LLC | History | Added to | 42,561 | 12,719 | 3.78% | 3.75% | 190 | +122 | 0.29% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 42,027 | 12,650 | 0.12% | 0.13% | 191 | +2,188 | 5.49% | Q1 2026 | Apr 07, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 42,287 | 12,637 | 0.03% | 0.03% | 192 | -2,457 | -5.49% | Q1 2026 | May 14, 2026 |
| Idaho Trust Co | History | Added to | 41,560 | 12,419 | 4.04% | 3.81% | 193 | +5,061 | 13.87% | Q1 2026 | May 08, 2026 |
| Capital Planning LLC | History | Added to | 40,713 | 12,167 | 3.96% | 3.23% | 194 | +4,126 | 11.28% | Q1 2026 | Apr 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 40,670 | 12,154 | 0.0% | 0.0% | 195 | +20,470 | 101.34% | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | Added to | 38,980 | 12,104 | 0.39% | 0.4% | 196 | +2,795 | 7.72% | Q1 2026 | Apr 09, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 39,899 | 11,923 | 0.0% | 0.0% | 197 | -5,950 | -12.98% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Added to | 39,608 | 11,836 | 0.05% | 0.05% | 198 | +822 | 2.12% | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 39,538 | 11,815 | 0.04% | 0.05% | 199 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 39,382 | 11,769 | 7.38% | 7.59% | 200 | -237 | -0.6% | Q1 2026 | Apr 23, 2026 |
| BROWN ADVISORY INC | History | Added to | 39,166 | 11,704 | 0.02% | 0.02% | 201 | +332 | 0.85% | Q1 2026 | May 15, 2026 |
| Plancorp, LLC | History | Reduced | 37,223 | 11,618 | 0.33% | 0.36% | 202 | -300 | -0.8% | Q1 2026 | Apr 14, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 38,727 | 11,573 | 1.99% | 2.06% | 203 | +202 | 0.52% | Q1 2026 | Apr 13, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 38,644 | 11,549 | 0.38% | 0.4% | 204 | -275 | -0.71% | Q1 2026 | May 14, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 38,602 | 11,536 | 1.78% | 1.96% | 205 | +194 | 0.51% | Q1 2026 | May 07, 2026 |
| Tarbox Family Office, Inc. | History | No change | 38,385 | 11,471 | 1.86% | 1.94% | 206 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Private Advisor Group, LLC | History | Reduced | 38,147 | 11,400 | 0.05% | 0.06% | 207 | -56 | -0.15% | Q1 2026 | Apr 24, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 37,639 | 11,248 | 2.29% | 2.39% | 208 | -898 | -2.33% | Q1 2026 | Apr 15, 2026 |
| Continuum Advisory, LLC | History | Added to | 37,105 | 11,088 | 1.06% | 1.16% | 209 | +243 | 0.66% | Q1 2026 | Apr 22, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 36,805 | 10,999 | 0.7% | 0.74% | 210 | -253 | -0.68% | Q1 2026 | Apr 14, 2026 |
| Systelligence, LLC | History | Reduced | 35,834 | 10,708 | 2.08% | 2.34% | 211 | -3,268 | -8.36% | Q1 2026 | Apr 21, 2026 |
| Gibson Capital, LLC | History | No change | 35,294 | 10,547 | 1.96% | 2.04% | 212 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Apella Capital, LLC | History | Added to | 31,808 | 10,386 | 0.15% | 0.1% | 213 | +15,432 | 94.24% | Q1 2026 | Apr 20, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 31,463 | 10,343 | 3.45% | 3.29% | 214 | +220 | 0.7% | Q1 2026 | Apr 28, 2026 |
| Integrated Advisors Network LLC | History | Added to | 34,611 | 10,343 | 0.54% | 0.48% | 215 | +124 | 0.36% | Q1 2026 | Apr 28, 2026 |
| WHITTIER TRUST CO | History | Reduced | 34,081 | 10,318 | 0.12% | 0.13% | 216 | -2,451 | -6.71% | Q1 2026 | Apr 28, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 34,317 | 10,255 | 0.85% | 0.85% | 217 | +3,564 | 11.59% | Q1 2026 | May 05, 2026 |
| Downshift Financial, LLC | History | Reduced | 31,322 | 10,222 | 5.29% | 6.44% | 218 | -2,280 | -6.79% | Q1 2026 | Apr 29, 2026 |
| BIP Wealth, LLC | History | Reduced | 33,958 | 10,148 | 0.41% | 0.39% | 219 | -1,416 | -4.0% | Q1 2026 | Apr 27, 2026 |
| Ledyard National Bank | History | Reduced | 33,116 | 9,896 | 0.86% | 0.94% | 220 | -1,605 | -4.62% | Q1 2026 | Apr 24, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 32,990 | 9,859 | 0.41% | 0.41% | 221 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 32,894 | 9,830 | 1.48% | 1.31% | 222 | +6,048 | 22.53% | Q1 2026 | Apr 22, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 32,788 | 9,798 | 0.14% | 0.14% | 223 | +61 | 0.19% | Q1 2026 | May 01, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 31,718 | 9,479 | 0.11% | 0.12% | 224 | -1,252 | -3.8% | Q1 2026 | Apr 28, 2026 |
| Balentine LLC | History | Reduced | 31,089 | 9,290 | 0.37% | 0.43% | 225 | -4,878 | -13.56% | Q1 2026 | Apr 24, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 30,557 | 9,131 | 0.27% | 0.29% | 226 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 30,322 | 9,061 | 0.73% | 0.81% | 227 | -3,073 | -9.2% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 30,232 | 9,034 | 0.07% | 0.08% | 228 | +291 | 0.97% | Q1 2026 | Apr 15, 2026 |
| MAYPORT, LLC | History | Reduced | 30,098 | 8,994 | 1.67% | 1.94% | 229 | -444 | -1.45% | Q1 2026 | Apr 21, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 29,928 | 8,943 | 1.47% | 1.38% | 230 | +3,736 | 14.26% | Q1 2026 | Apr 21, 2026 |
| Ironwood Financial, llc | History | Added to | 29,583 | 8,840 | 1.54% | 1.54% | 231 | +1,221 | 4.31% | Q1 2026 | Apr 16, 2026 |
| CITY HOLDING CO | History | Added to | 29,410 | 8,788 | 1.1% | 1.01% | 232 | +3,235 | 12.36% | Q1 2026 | Apr 15, 2026 |
| NWAM LLC | History | Reduced | 29,007 | 8,668 | 0.5% | 0.52% | 233 | -591 | -2.0% | Q1 2026 | May 04, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 28,637 | 8,558 | 4.61% | 4.7% | 234 | -4 | -0.01% | Q1 2026 | May 14, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 28,611 | 8,550 | 0.2% | 0.19% | 235 | +1,087 | 3.95% | Q1 2026 | May 08, 2026 |
| BLB&B Advisors, LLC | History | Added to | 28,351 | 8,472 | 0.35% | 0.21% | 236 | +12,388 | 77.6% | Q1 2026 | Apr 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 27,895 | 8,336 | 0.0% | 0.0% | 237 | -556 | -1.95% | Q1 2026 | May 13, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 27,757 | 8,295 | 0.53% | 0.56% | 238 | -155 | -0.56% | Q1 2026 | Apr 17, 2026 |
| Orin Green Financial, LLC | History | Reduced | 27,619 | 8,253 | 3.39% | 3.51% | 239 | -287 | -1.03% | Q1 2026 | Apr 29, 2026 |
| SageView Advisory Group, LLC | History | No change | 26,185 | 8,242 | 0.28% | 0.28% | 240 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 27,019 | 8,074 | 0.17% | 0.13% | 241 | +7,153 | 36.01% | Q1 2026 | Apr 27, 2026 |
| Redwood Family Wealth LLC | History | Reduced | 26,882 | 8,033 | 7.85% | 8.51% | 242 | -629 | -2.29% | Q1 2026 | May 13, 2026 |
| Fairway Wealth LLC | History | Added to | 26,708 | 7,981 | 2.11% | 1.59% | 243 | +7,942 | 42.32% | Q1 2026 | Apr 23, 2026 |
| Texas Yale Capital Corp. | History | Added to | 26,567 | 7,939 | 0.23% | 0.25% | 244 | +811 | 3.15% | Q1 2026 | May 04, 2026 |
| Simmons Bank | History | Reduced | 26,540 | 7,931 | 0.53% | 0.58% | 245 | -784 | -2.87% | Q1 2026 | Apr 23, 2026 |
| CacheTech Inc. | History | Added to | 26,378 | 7,882 | 1.52% | 0.78% | 246 | +13,030 | 97.62% | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 49,415 | 7,805 | 0.19% | 0.2% | 247 | +435 | 0.89% | Q1 2026 | Apr 29, 2026 |
| Sherry Group, Inc. | History | Reduced | 26,037 | 7,781 | 8.5% | 8.65% | 248 | -3 | -0.01% | Q1 2026 | May 05, 2026 |
| May Barnhard Investments LLC | History | Added to | 25,904 | 7,741 | 3.76% | 3.17% | 249 | +4,624 | 21.73% | Q1 2026 | May 13, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 25,213 | 7,534 | 1.95% | 2.05% | 250 | -110 | -0.43% | Q1 2026 | Apr 15, 2026 |
| Soundwatch Capital LLC | History | Added to | 25,175 | 7,523 | 0.95% | 1.22% | 251 | +156 | 0.62% | Q1 2026 | May 05, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 24,866 | 7,431 | 1.31% | 1.37% | 252 | -3,224 | -11.48% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Added to | 24,693 | 7,379 | 0.04% | 0.04% | 253 | +247 | 1.01% | Q1 2026 | May 04, 2026 |
| Adams Wealth Management | History | Added to | 24,427 | 7,299 | 1.6% | 0.9% | 254 | +11,079 | 83.0% | Q1 2026 | May 11, 2026 |
| Glenview Trust Co | History | Reduced | 24,392 | 7,289 | 0.11% | 0.12% | 255 | -235 | -0.95% | Q1 2026 | May 08, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 25,102 | 7,286 | 0.06% | — | 256 | +25,102 | New | Q1 2026 | May 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 24,320 | 7,268 | 0.32% | 0.24% | 257 | +8,172 | 50.61% | Q1 2026 | May 12, 2026 |
| Clarius Group, LLC | History | No change | 22,901 | 7,209 | 0.41% | 0.41% | 258 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 23,768 | 7,103 | 0.53% | 0.52% | 259 | +1,372 | 6.13% | Q1 2026 | May 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 23,641 | 7,064 | 0.31% | 0.35% | 260 | +252 | 1.08% | Q1 2026 | Apr 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 23,582 | 7,047 | 0.13% | 0.14% | 261 | -57 | -0.24% | Q1 2026 | May 11, 2026 |
| Human Investing LLC | History | Added to | 23,192 | 6,930 | 1.01% | 0.91% | 262 | +2,696 | 13.15% | Q1 2026 | May 07, 2026 |
| PATRON PARTNERS, LLC | History | Reduced | 23,006 | 6,875 | 3.04% | 3.37% | 263 | -1,053 | -4.38% | Q1 2026 | Apr 29, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 22,944 | 6,856 | 0.47% | 0.5% | 264 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 22,621 | 6,760 | 2.08% | 2.2% | 265 | -224 | -0.98% | Q1 2026 | Apr 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 22,555 | 6,740 | 0.1% | 0.12% | 266 | +3,699 | 19.62% | Q1 2026 | May 15, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 22,408 | 6,696 | 0.8% | 0.81% | 267 | +29 | 0.13% | Q1 2026 | Apr 21, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 22,254 | 6,650 | 0.04% | 0.04% | 268 | -195 | -0.87% | Q1 2026 | May 05, 2026 |
| Prime Buchholz LLC | History | Reduced | 22,133 | 6,614 | 3.46% | 4.21% | 269 | -399 | -1.77% | Q1 2026 | May 14, 2026 |
| Kendall Capital Management | History | Added to | 22,074 | 6,596 | 1.35% | 1.45% | 270 | +5 | 0.02% | Q1 2026 | Apr 24, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 21,867 | 6,534 | 0.36% | 0.36% | 271 | +195 | 0.9% | Q1 2026 | May 14, 2026 |
| CENTRAL TRUST Co | History | Reduced | 21,856 | 6,531 | 0.13% | 0.15% | 272 | -2,049 | -8.57% | Q1 2026 | Apr 17, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 21,488 | 6,421 | 0.08% | 0.08% | 273 | -862 | -3.86% | Q1 2026 | May 06, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 21,297 | 6,364 | 0.62% | 0.57% | 274 | +1,032 | 5.09% | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 58,733 | 6,338 | 0.29% | 0.11% | 275 | -39,076 | -39.95% | Q1 2026 | May 15, 2026 |
| Pioneer Wealth Management Group | History | Reduced | 21,206 | 6,337 | 1.78% | 2.08% | 276 | -523 | -2.41% | Q1 2026 | Apr 08, 2026 |
| INTRUST BANK NA | History | Added to | 20,950 | 6,260 | 0.51% | 0.51% | 277 | +1,453 | 7.45% | Q1 2026 | May 06, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 20,888 | 6,242 | 0.64% | 0.67% | 278 | -70 | -0.33% | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 20,667 | 6,176 | 0.16% | 0.11% | 279 | +9,597 | 86.69% | Q1 2026 | May 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 20,314 | 6,070 | 0.29% | 0.3% | 280 | +846 | 4.35% | Q1 2026 | Apr 28, 2026 |
| Red Wave Investments LLC | History | Reduced | 20,266 | 6,056 | 1.81% | 2.05% | 281 | -1,591 | -7.28% | Q1 2026 | May 08, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 20,208 | 6,039 | 0.6% | 0.65% | 282 | -327 | -1.59% | Q1 2026 | Apr 27, 2026 |
| OneAscent Financial Services LLC | History | Added to | 20,207 | 6,038 | 0.33% | 0.03% | 283 | +19,216 | 1939.05% | Q1 2026 | Apr 21, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 19,970 | 5,968 | 0.07% | 0.09% | 284 | -285 | -1.41% | Q1 2026 | Apr 23, 2026 |
| McAdam, LLC | History | Reduced | 19,817 | 5,922 | 0.27% | 0.31% | 285 | -1,501 | -7.04% | Q1 2026 | May 08, 2026 |
| COMMERCE BANK | History | Added to | 19,535 | 5,838 | 0.03% | 0.03% | 286 | +940 | 5.06% | Q1 2026 | May 11, 2026 |
| Black Diamond Financial, LLC | History | Added to | 19,146 | 5,721 | 0.62% | 0.64% | 287 | +1 | 0.01% | Q1 2026 | May 05, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 18,676 | 5,581 | 1.48% | 1.55% | 288 | -537 | -2.79% | Q1 2026 | Apr 22, 2026 |
| Vanguard National Trust Co | History | New | 18,597 | 5,557 | 0.35% | — | 289 | +18,597 | New | Q1 2026 | May 08, 2026 |
| Bawa N Mallick Trust | History | No change | 18,500 | 5,528 | 2.26% | 2.16% | 290 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 18,352 | 5,484 | 4.92% | 6.67% | 291 | +4,036 | 28.19% | Q1 2026 | May 11, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 18,319 | 5,474 | 0.16% | 0.2% | 292 | -1,747 | -8.71% | Q1 2026 | Apr 09, 2026 |
| Compound Planning, Inc. | History | Reduced | 18,288 | 5,465 | 0.17% | 0.17% | 293 | -212 | -1.15% | Q1 2026 | May 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 18,235 | 5,449 | 0.17% | 0.07% | 294 | +11,338 | 164.39% | Q1 2026 | May 11, 2026 |
| One Capital Management, LLC | History | Added to | 17,933 | 5,359 | 0.15% | 0.17% | 295 | +147 | 0.83% | Q1 2026 | May 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 17,897 | 5,348 | 0.11% | 0.11% | 296 | +98 | 0.55% | Q1 2026 | May 15, 2026 |
| Riverview Trust Co | History | No change | 17,649 | 5,274 | 6.5% | 6.69% | 297 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 17,385 | 5,195 | 1.02% | 1.21% | 298 | -896 | -4.9% | Q1 2026 | May 15, 2026 |
| Seal Cove Capital, LLC | History | No change | 17,146 | 5,124 | 4.49% | 5.04% | 299 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 17,060 | 5,098 | 0.02% | 0.02% | 300 | -1,320 | -7.18% | Q1 2026 | May 08, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 16,112 | 5,072 | 0.47% | 0.46% | 301 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 15,973 | 5,028 | 0.02% | 0.02% | 302 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 16,815 | 5,025 | 0.05% | 0.06% | 303 | -201 | -1.18% | Q1 2026 | Apr 13, 2026 |
| Excelsior Advisor Network LLC | History | Reduced | 16,806 | 5,022 | 1.91% | 2.77% | 304 | -1,277 | -7.06% | Q1 2026 | May 15, 2026 |
| Brooklyn FI, LLC | History | Added to | 16,629 | 4,969 | 1.04% | 1.07% | 305 | +690 | 4.33% | Q1 2026 | May 11, 2026 |
| Objective Capital Management, LLC | History | Added to | 16,581 | 4,955 | 5.0% | 5.31% | 306 | +1 | 0.01% | Q1 2026 | May 04, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 16,490 | 4,928 | 0.02% | 0.03% | 307 | +519 | 3.25% | Q1 2026 | May 14, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 16,438 | 4,912 | 0.71% | 0.8% | 308 | +35 | 0.21% | Q1 2026 | May 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 16,356 | 4,887 | 0.08% | 0.09% | 309 | +2 | 0.01% | Q1 2026 | Apr 20, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 16,328 | 4,879 | 0.29% | 0.31% | 310 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Added to | 16,273 | 4,863 | 0.0% | 0.0% | 311 | +255 | 1.59% | Q1 2026 | May 11, 2026 |
| Transcendent Capital Group LLC | History | Added to | 16,264 | 4,860 | 2.22% | 2.3% | 312 | +117 | 0.72% | Q1 2026 | Apr 27, 2026 |
| PDS Planning, Inc | History | Reduced | 16,157 | 4,828 | 0.32% | 0.34% | 313 | -236 | -1.44% | Q1 2026 | Apr 21, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 16,039 | 4,810 | 0.25% | 0.26% | 314 | -25 | -0.16% | Q1 2026 | May 15, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 15,926 | 4,759 | 0.22% | 0.26% | 315 | -2,768 | -14.81% | Q1 2026 | May 06, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 15,778 | 4,715 | 0.16% | 0.16% | 316 | -177 | -1.11% | Q1 2026 | Apr 06, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 15,770 | 4,713 | 1.54% | 1.6% | 318 | +684 | 4.53% | Q1 2026 | Apr 24, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 14,971 | 4,713 | 0.23% | 0.22% | 317 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 15,767 | 4,711 | 4.33% | 4.47% | 319 | +195 | 1.25% | Q1 2026 | Apr 08, 2026 |
| Glassman Wealth Services | History | Added to | 15,741 | 4,704 | 0.64% | 0.67% | 320 | +28 | 0.18% | Q1 2026 | May 04, 2026 |
| Tumwater Wealth Management, LLC | History | No change | 15,693 | 4,689 | 1.89% | 2.01% | 321 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 15,460 | 4,620 | 0.06% | 0.07% | 322 | +356 | 2.36% | Q1 2026 | May 12, 2026 |
| Johnson Wealth Management, LLC | History | Reduced | 15,345 | 4,585 | 2.21% | 2.4% | 323 | -10 | -0.07% | Q1 2026 | Apr 23, 2026 |
| ATLas Financial Planning LLC | History | Added to | 14,800 | 4,423 | 3.97% | 4.52% | 324 | +180 | 1.23% | Q1 2026 | Apr 27, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 14,476 | 4,326 | 0.5% | 0.51% | 325 | +436 | 3.11% | Q1 2026 | May 14, 2026 |
| ASPIRIANT, LLC | History | Added to | 14,448 | 4,317 | 0.12% | 0.13% | 326 | +4 | 0.03% | Q1 2026 | May 12, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 14,361 | 4,291 | 1.09% | 1.3% | 327 | -194 | -1.33% | Q1 2026 | Apr 28, 2026 |
| Evercore Wealth Management, LLC | History | No change | 14,100 | 4,213 | 0.07% | 0.07% | 328 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Financial Connections Group, Inc. | History | No change | 13,968 | 4,174 | 1.45% | 1.51% | 329 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 14,326 | 4,158 | 0.13% | 0.13% | 330 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WBH ADVISORY INC | History | Added to | 13,725 | 4,131 | 0.31% | 0.17% | 331 | +6,558 | 91.5% | Q1 2026 | Apr 27, 2026 |
| Caprock Group, LLC | History | Reduced | 13,822 | 4,130 | 0.1% | 0.09% | 332 | -384 | -2.7% | Q1 2026 | May 11, 2026 |
| Sendero Wealth Management, LLC | History | Added to | 13,623 | 4,071 | 0.45% | 0.11% | 333 | +10,438 | 327.72% | Q1 2026 | Apr 22, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 13,473 | 4,055 | 0.01% | 0.04% | 334 | -4,956 | -26.89% | Q1 2026 | May 12, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 13,350 | 3,989 | 0.12% | 0.11% | 335 | +1,316 | 10.94% | Q1 2026 | Apr 14, 2026 |
| Gainplan LLC | History | Added to | 13,275 | 3,967 | 2.97% | 1.51% | 336 | +507 | 3.97% | Q1 2026 | Apr 08, 2026 |
| RCW Management, LLC | History | Added to | 13,096 | 3,913 | 4.01% | 3.98% | 338 | +584 | 4.67% | Q1 2026 | Apr 15, 2026 |
| Evanson Asset Management, LLC | History | Added to | 13,096 | 3,913 | 0.21% | 0.21% | 337 | +504 | 4.0% | Q1 2026 | Apr 08, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 12,998 | 3,884 | 2.01% | 1.91% | 339 | +583 | 4.7% | Q1 2026 | May 06, 2026 |
| SoundView Advisors Inc. | History | Reduced | 12,974 | 3,877 | 1.38% | 1.43% | 340 | -36 | -0.28% | Q1 2026 | May 01, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 12,732 | 3,804 | 1.94% | 2.18% | 341 | -1,090 | -7.89% | Q1 2026 | Apr 17, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 12,714 | 3,799 | 0.28% | 0.34% | 342 | -4,183 | -24.76% | Q1 2026 | Apr 16, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 12,610 | 3,768 | 1.17% | 1.39% | 343 | -2,070 | -14.1% | Q1 2026 | Apr 17, 2026 |
| Trust Co | History | No change | 12,548 | 3,749 | 0.35% | 0.37% | 344 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 12,389 | 3,702 | 2.42% | 2.78% | 345 | -1,285 | -9.4% | Q1 2026 | Apr 28, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 12,331 | 3,685 | 0.12% | 0.13% | 346 | -146 | -1.17% | Q1 2026 | May 15, 2026 |
| Roundview Capital LLC | History | Added to | 12,319 | 3,681 | 0.23% | 0.24% | 347 | +16 | 0.13% | Q1 2026 | May 08, 2026 |
| Financial Insights, Inc. | History | Reduced | 12,284 | 3,671 | 1.19% | 1.3% | 348 | -81 | -0.66% | Q1 2026 | May 18, 2026 |
| Royal Fund Management, LLC | History | Added to | 12,124 | 3,630 | 0.34% | 0.33% | 349 | +448 | 3.84% | Q1 2026 | May 19, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 12,139 | 3,627 | 0.25% | 0.25% | 350 | -7 | -0.06% | Q1 2026 | May 05, 2026 |
| Zhang Financial LLC | History | Added to | 12,094 | 3,614 | 0.12% | 0.14% | 351 | +5 | 0.04% | Q1 2026 | May 06, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 11,995 | 3,584 | 0.05% | 0.05% | 352 | +102 | 0.86% | Q1 2026 | Apr 08, 2026 |
| Capital Squared Financial LLC | History | Added to | 11,977 | 3,579 | 2.73% | 2.88% | 353 | +241 | 2.05% | Q1 2026 | May 01, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 11,863 | 3,545 | 0.46% | 0.5% | 354 | -852 | -6.7% | Q1 2026 | May 08, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 11,826 | 3,534 | 0.51% | 0.53% | 355 | +59 | 0.5% | Q1 2026 | Apr 27, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 11,774 | 3,518 | 0.95% | 0.92% | 356 | -100 | -0.84% | Q1 2026 | Apr 28, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 11,770 | 3,517 | 1.16% | 1.71% | 357 | +940 | 8.68% | Q1 2026 | Apr 20, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 11,719 | 3,502 | 0.08% | 0.09% | 358 | -212 | -1.78% | Q1 2026 | Apr 30, 2026 |
| PCA Investment Advisory Services Inc. | History | Reduced | 11,586 | 3,462 | 1.16% | 1.3% | 359 | -244 | -2.06% | Q1 2026 | May 11, 2026 |
| VANGUARD ADVISERS INC | History | New | 11,475 | 3,429 | 0.01% | — | 360 | +11,475 | New | Q1 2026 | May 08, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 11,409 | 3,409 | 0.92% | 0.99% | 361 | -48 | -0.42% | Q1 2026 | May 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 11,374 | 3,399 | 0.16% | 0.2% | 362 | -61 | -0.53% | Q1 2026 | Apr 15, 2026 |
| SouthState Bank Corp | History | Reduced | 11,321 | 3,383 | 0.16% | 0.16% | 363 | -30 | -0.26% | Q1 2026 | May 05, 2026 |
| World Investment Advisors | History | Reduced | 11,270 | 3,368 | 0.05% | 0.13% | 364 | -14,838 | -56.83% | Q1 2026 | Apr 27, 2026 |
| Financial Planning Fort Collins, LLC | History | Added to | 10,137 | 3,327 | 2.49% | 2.61% | 365 | +702 | 7.44% | Q1 2026 | Apr 27, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Reduced | 11,091 | 3,314 | 0.83% | 0.98% | 366 | -500 | -4.31% | Q1 2026 | Apr 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 10,522 | 3,312 | 0.06% | 0.06% | 367 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 11,069 | 3,308 | 0.02% | 0.03% | 368 | -16,847 | -60.35% | Q1 2026 | Apr 29, 2026 |
| JANE STREET GROUP, LLC | History | New | 11,051 | 3,302 | 0.0% | — | 369 | +11,051 | New | Q1 2026 | May 12, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 11,019 | 3,293 | 0.37% | 0.38% | 370 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Ascentis Independent Advisors | History | Added to | 10,959 | 3,274 | 0.25% | 0.07% | 371 | +9,523 | 663.16% | Q1 2026 | Apr 28, 2026 |
| Krilogy Financial LLC | History | Added to | 10,020 | 3,231 | 0.1% | 0.11% | 372 | +107 | 1.08% | Q1 2026 | Apr 17, 2026 |
| Summit Financial, LLC | History | Added to | 10,798 | 3,226 | 0.04% | 0.04% | 373 | +2,286 | 26.86% | Q1 2026 | May 15, 2026 |
| FC Advisory LLC | History | Reduced | 10,751 | 3,212 | 0.94% | 1.36% | 374 | -4,336 | -28.74% | Q1 2026 | Apr 14, 2026 |
| AE Wealth Management LLC | History | Added to | 10,729 | 3,206 | 0.02% | 0.02% | 375 | +2,161 | 25.22% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 10,693 | 3,195 | 0.0% | 0.0% | 376 | +1,201 | 12.65% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 10,671 | 3,189 | 0.05% | 0.05% | 377 | +571 | 5.65% | Q1 2026 | May 13, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Added to | 10,600 | 3,167 | 0.71% | 0.7% | 378 | +80 | 0.76% | Q1 2026 | Apr 23, 2026 |
| DAHRING | CUSMANO LLC | History | Reduced | 10,527 | 3,146 | 1.93% | 2.43% | 379 | -576 | -5.19% | Q1 2026 | May 05, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 10,489 | 3,134 | 0.14% | 0.15% | 380 | -46 | -0.44% | Q1 2026 | Apr 20, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 10,393 | 3,105 | 0.05% | 0.05% | 381 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 10,357 | 3,100 | 0.11% | 0.38% | 382 | +2,830 | 37.6% | Q1 2026 | May 14, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 10,349 | 3,092 | 0.23% | 0.24% | 383 | +94 | 0.92% | Q1 2026 | Apr 22, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 10,348 | 3,092 | 0.25% | 0.27% | 384 | +10 | 0.1% | Q1 2026 | May 15, 2026 |
| Caitlin John, LLC | History | Reduced | 10,336 | 3,088 | 1.85% | 2.22% | 385 | -437 | -4.06% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 10,211 | 3,051 | 0.07% | 0.08% | 386 | +2 | 0.02% | Q1 2026 | May 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 9,963 | 2,977 | 0.02% | 0.02% | 387 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 9,900 | 2,958 | 0.02% | 0.02% | 388 | +1,062 | 12.02% | Q1 2026 | May 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 9,399 | 2,936 | 0.17% | 0.21% | 389 | -2,097 | -18.24% | Q1 2026 | Apr 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 9,797 | 2,927 | 1.01% | 1.07% | 390 | +366 | 3.88% | Q1 2026 | Apr 23, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | Added to | 9,728 | 2,907 | 2.61% | 2.72% | 391 | +519 | 5.64% | Q1 2026 | Apr 28, 2026 |
| William Mack & Associates, Inc. | History | Added to | 9,726 | 2,906 | 1.66% | 1.44% | 392 | +5 | 0.05% | Q1 2026 | Apr 14, 2026 |
| Financial Alternatives, Inc | History | No change | 9,723 | 2,905 | 1.57% | 1.78% | 393 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 8,783 | 2,900 | 0.04% | 0.04% | 394 | -10 | -0.11% | Q1 2026 | May 06, 2026 |
| IHT Wealth Management, LLC | History | Added to | 9,699 | 2,898 | 0.07% | 0.07% | 395 | +865 | 9.79% | Q1 2026 | May 15, 2026 |
| FIRST COMMUNITY TRUST NA | History | Added to | 9,665 | 2,888 | 2.13% | 2.05% | 396 | +948 | 10.88% | Q1 2026 | Apr 16, 2026 |
| Astra Wealth Partners LLC | History | Reduced | 9,641 | 2,881 | 1.72% | 1.84% | 397 | -291 | -2.93% | Q1 2026 | May 06, 2026 |
| Edge Financial Advisors LLC | History | No change | 9,132 | 2,874 | 1.21% | 1.21% | 398 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 9,571 | 2,860 | 0.03% | 0.03% | 399 | +9 | 0.09% | Q1 2026 | Apr 20, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | No change | 8,770 | 2,856 | 0.68% | 0.69% | 400 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Alley Investment Management Company, LLC | History | Reduced | 9,539 | 2,850 | 0.35% | 0.36% | 401 | -190 | -1.95% | Q1 2026 | Apr 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 9,504 | 2,840 | 0.01% | 0.02% | 402 | +97 | 1.03% | Q1 2026 | May 08, 2026 |
| Sculati Wealth Management, LLC | History | Reduced | 9,453 | 2,824 | 1.04% | 1.07% | 403 | -203 | -2.1% | Q1 2026 | Apr 09, 2026 |
| Flower City Capital | History | New | 9,371 | 2,800 | 1.4% | — | 404 | +9,371 | New | Q1 2026 | Apr 14, 2026 |
| AMG National Trust Bank | History | Added to | 9,259 | 2,767 | 0.06% | 0.07% | 405 | +301 | 3.36% | Q1 2026 | May 04, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 8,473 | 2,760 | 1.09% | 1.14% | 406 | -710 | -7.73% | Q1 2026 | Apr 27, 2026 |
| BESSEMER GROUP INC | History | Reduced | 9,218 | 2,755 | 0.0% | 0.0% | 407 | -209 | -2.22% | Q1 2026 | May 06, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 9,205 | 2,750 | 0.08% | 0.09% | 408 | -449 | -4.65% | Q1 2026 | May 13, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 9,166 | 2,739 | 0.18% | 0.18% | 409 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 9,117 | 2,724 | 0.59% | 0.64% | 410 | +2 | 0.02% | Q1 2026 | Apr 13, 2026 |
| Athena Investment Management | History | Added to | 9,063 | 2,708 | 1.4% | 1.22% | 411 | +1,472 | 19.39% | Q1 2026 | May 11, 2026 |
| Fortitude Advisory Group L.L.C. | History | Reduced | 9,019 | 2,695 | 1.21% | 1.21% | 412 | -31 | -0.34% | Q1 2026 | Apr 28, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 9,017 | 2,694 | 0.35% | 0.45% | 413 | -1,994 | -18.11% | Q1 2026 | May 04, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 9,003 | 2,690 | 1.59% | 1.69% | 414 | +5,817 | 182.58% | Q1 2026 | Apr 16, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 8,971 | 2,680 | 0.19% | 0.2% | 415 | -27 | -0.3% | Q1 2026 | Apr 10, 2026 |
| Arax Advisory Partners | History | Added to | 8,947 | 2,673 | 0.08% | 0.04% | 416 | +4,643 | 107.88% | Q1 2026 | May 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 8,930 | 2,671 | 0.04% | 0.05% | 417 | -9 | -0.1% | Q1 2026 | Apr 14, 2026 |
| XTX Topco Ltd | History | New | 8,934 | 2,669 | 0.05% | — | 418 | +8,934 | New | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Added to | 8,790 | 2,626 | 0.01% | 0.01% | 419 | +510 | 6.16% | Q1 2026 | May 12, 2026 |
| Charles Schwab Trust Co | History | Reduced | 8,739 | 2,611 | 0.17% | 0.2% | 420 | -852 | -8.88% | Q1 2026 | Apr 10, 2026 |
| Partners in Financial Planning | History | Added to | 8,706 | 2,601 | 0.43% | 0.46% | 421 | +33 | 0.38% | Q1 2026 | May 11, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 8,700 | 2,599 | 0.03% | 0.04% | 422 | -456 | -4.98% | Q1 2026 | May 15, 2026 |
| Blankinship & Foster, LLC | History | Reduced | 8,691 | 2,597 | 0.57% | 0.61% | 423 | -311 | -3.45% | Q1 2026 | Apr 17, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 8,678 | 2,593 | 0.71% | 0.82% | 424 | -319 | -3.55% | Q1 2026 | May 13, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 8,487 | 2,536 | 0.04% | 0.08% | 425 | -6,130 | -41.94% | Q1 2026 | May 12, 2026 |
| Mathes Company, Inc. | History | Reduced | 8,461 | 2,529 | 0.92% | 1.23% | 426 | -2,500 | -22.81% | Q1 2026 | May 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 8,323 | 2,475 | 0.0% | 0.0% | 427 | -146 | -1.72% | Q1 2026 | May 01, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Added to | 8,278 | 2,474 | 0.96% | 1.01% | 428 | +6 | 0.07% | Q1 2026 | Apr 29, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 8,272 | 2,472 | 0.06% | 0.06% | 429 | -218 | -2.57% | Q1 2026 | May 15, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Reduced | 7,972 | 2,382 | 1.58% | 1.72% | 430 | -124 | -1.53% | Q1 2026 | Apr 22, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 7,962 | 2,379 | 1.67% | 1.74% | 431 | +198 | 2.55% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 7,915 | 2,365 | 0.02% | 0.02% | 432 | -50 | -0.63% | Q1 2026 | May 15, 2026 |
| GW&K Investment Management, LLC | History | No change | 7,867 | 2,351 | 0.02% | 0.02% | 433 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 7,715 | 2,305 | 0.08% | 0.08% | 434 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 7,704 | 2,302 | 0.64% | 0.66% | 435 | -3 | -0.04% | Q1 2026 | Apr 22, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 7,697 | 2,300 | 0.36% | 0.39% | 436 | -182 | -2.31% | Q1 2026 | Apr 13, 2026 |
| London & Capital Asset Management Ltd | History | No change | 7,678 | 2,293 | 0.02% | 0.02% | 437 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Boston Trust Walden Corp | History | No change | 7,645 | 2,284 | 0.02% | 0.02% | 438 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 7,571 | 2,262 | 0.02% | 0.03% | 439 | -162 | -2.09% | Q1 2026 | May 13, 2026 |
| Sequent Asset Management, LLC | History | No change | 7,127 | 2,244 | 1.0% | 1.0% | 440 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Leo Wealth, LLC | History | Added to | 7,493 | 2,239 | 0.16% | 0.16% | 441 | +504 | 7.21% | Q1 2026 | May 05, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 7,491 | 2,238 | 0.94% | 1.06% | 442 | -237 | -3.07% | Q1 2026 | May 11, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 7,439 | 2,223 | 0.44% | 0.59% | 443 | -1,283 | -14.71% | Q1 2026 | May 01, 2026 |
| Retirement Planning Group, LLC | History | New | 7,416 | 2,216 | 0.07% | — | 444 | +7,416 | New | Q1 2026 | May 04, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 7,369 | 2,202 | 0.17% | 0.18% | 445 | -274 | -3.58% | Q1 2026 | Apr 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 7,354 | 2,197 | 0.11% | 0.12% | 446 | +358 | 5.12% | Q1 2026 | Apr 15, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 7,352 | 2,197 | 0.12% | 0.13% | 447 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 7,316 | 2,186 | 0.35% | 0.17% | 448 | +3,905 | 114.48% | Q1 2026 | May 08, 2026 |
| SEI INVESTMENTS CO | History | Added to | 7,314 | 2,185 | 0.0% | 0.0% | 449 | +197 | 2.77% | Q1 2026 | May 13, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 7,275 | 2,174 | 0.63% | 0.62% | 450 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Strategic Financial Concepts, LLC | History | New | 7,228 | 2,166 | 0.53% | — | 451 | +7,228 | New | Q1 2026 | May 12, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 7,235 | 2,162 | 0.07% | 0.07% | 452 | +263 | 3.77% | Q1 2026 | Apr 22, 2026 |
| Simplicity Wealth,LLC | History | Added to | 7,203 | 2,152 | 0.12% | 0.13% | 453 | +247 | 3.55% | Q1 2026 | Apr 30, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 7,192 | 2,149 | 0.15% | 0.12% | 454 | +1 | 0.01% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 7,040 | 2,104 | 0.03% | 0.03% | 455 | +93 | 1.34% | Q1 2026 | May 15, 2026 |
| Retireful, LLC | History | New | 7,027 | 2,100 | 2.96% | — | 456 | +7,027 | New | Q1 2026 | Apr 15, 2026 |
| Great Point Wealth Advisors, LLC | History | No change | 7,016 | 2,096 | 0.39% | 0.4% | 457 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | Reduced | 6,943 | 2,074 | 0.01% | 0.01% | 458 | -325 | -4.47% | Q1 2026 | May 14, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 6,840 | 2,044 | 0.92% | 0.93% | 459 | +344 | 5.3% | Q1 2026 | Apr 24, 2026 |
| Greenspring Advisors, LLC | History | No change | 6,761 | 2,020 | 0.12% | 0.13% | 460 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| S.A. Mason LLC | History | Added to | 6,751 | 2,017 | 0.76% | 0.84% | 461 | +25 | 0.37% | Q1 2026 | Apr 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 6,728 | 2,010 | 0.04% | 0.04% | 462 | -58 | -0.85% | Q1 2026 | Apr 15, 2026 |
| TABR Capital Management, LLC | History | Added to | 6,721 | 2,008 | 1.85% | 1.19% | 463 | +1,053 | 18.58% | Q1 2026 | Apr 27, 2026 |
| Scott & Selber, Inc. | History | Added to | 6,689 | 1,999 | 0.52% | 0.53% | 464 | +14 | 0.21% | Q1 2026 | Apr 16, 2026 |
| Luminist Capital LLC | History | Added to | 6,640 | 1,984 | 2.64% | 2.45% | 465 | +317 | 5.01% | Q1 2026 | Apr 24, 2026 |
| Fairman Group, LLC | History | Added to | 6,538 | 1,953 | 1.67% | 1.64% | 466 | +17 | 0.26% | Q1 2026 | Apr 23, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 6,534 | 1,952 | 0.1% | 0.12% | 467 | -430 | -6.17% | Q1 2026 | Apr 17, 2026 |
| Legacy Advisors, LLC | History | No change | 6,503 | 1,943 | 0.23% | 0.22% | 468 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 6,470 | 1,933 | 0.04% | 0.04% | 469 | +87 | 1.36% | Q1 2026 | Apr 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 6,459 | 1,930 | 0.04% | 0.04% | 470 | -184 | -2.77% | Q1 2026 | May 07, 2026 |
| HRT FINANCIAL LP | History | New | 6,458 | 1,929 | 0.0% | — | 472 | +6,458 | New | Q1 2026 | May 14, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Reduced | 6,456 | 1,929 | 0.08% | 0.08% | 471 | -90 | -1.37% | Q1 2026 | Apr 29, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 6,422 | 1,919 | 0.07% | 0.04% | 473 | +5,176 | 415.41% | Q1 2026 | May 15, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 6,363 | 1,901 | 0.23% | 0.24% | 474 | +7 | 0.11% | Q1 2026 | Apr 10, 2026 |
| DBK Financial Counsel, LLC | History | No change | 6,015 | 1,893 | 1.45% | 1.45% | 475 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 6,300 | 1,882 | 0.0% | 0.0% | 476 | +1,400 | 28.57% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 6,288 | 1,879 | 0.0% | 0.0% | 477 | -20 | -0.32% | Q1 2026 | May 13, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 5,749 | 1,877 | 0.13% | 0.13% | 478 | -104 | -1.78% | Q1 2026 | Apr 29, 2026 |
| Legacy Private Trust Co. | History | No change | 6,274 | 1,874 | 0.12% | 0.12% | 479 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| DAVIDSON TRUST CO | History | No change | 6,256 | 1,869 | 0.81% | 0.82% | 480 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Ellenbecker Investment Group | History | Reduced | 6,225 | 1,860 | 0.25% | 0.3% | 481 | -549 | -8.1% | Q1 2026 | Apr 23, 2026 |
| Secure Asset Management, LLC | History | Reduced | 6,213 | 1,856 | 0.29% | 0.41% | 482 | -2,203 | -26.18% | Q1 2026 | Apr 09, 2026 |
| Mustard Seed Financial, LLC | History | Reduced | 6,172 | 1,844 | 1.11% | 1.23% | 483 | -36 | -0.58% | Q1 2026 | Apr 27, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 6,151 | 1,838 | 0.01% | 0.01% | 484 | -926 | -13.08% | Q1 2026 | Apr 15, 2026 |
| Berger Financial Group, Inc | History | Added to | 6,078 | 1,816 | 0.1% | 0.11% | 485 | +59 | 0.98% | Q1 2026 | Apr 28, 2026 |
| UMB Bank, n.a. | History | No change | 6,009 | 1,795 | 0.03% | 0.03% | 486 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 6,009 | 1,795 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 5,981 | 1,787 | 0.1% | 0.11% | 488 | -6 | -0.1% | Q1 2026 | Apr 09, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 5,452 | 1,784 | 0.04% | 0.04% | 489 | +10 | 0.18% | Q1 2026 | May 04, 2026 |
| Asempa Wealth Advisors | History | Reduced | 5,903 | 1,776 | 1.55% | 1.69% | 490 | -314 | -5.05% | Q1 2026 | Apr 08, 2026 |
| Net Worth Advisory Group | History | Reduced | 5,925 | 1,770 | 0.37% | 0.38% | 491 | -42 | -0.7% | Q1 2026 | May 05, 2026 |
| American Investment Services, Inc. | History | Added to | 5,912 | 1,766 | 0.39% | 0.43% | 492 | +88 | 1.51% | Q1 2026 | May 13, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 5,895 | 1,762 | 1.48% | 1.77% | 493 | -699 | -10.6% | Q1 2026 | Apr 22, 2026 |
| MASECO LLP | History | Added to | 5,869 | 1,753 | 0.05% | 0.08% | 494 | +139 | 2.43% | Q1 2026 | Apr 21, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 5,848 | 1,747 | 0.03% | 0.03% | 495 | +49 | 0.84% | Q1 2026 | Apr 17, 2026 |
| Arkadios Wealth Advisors | History | Added to | 5,841 | 1,745 | 0.03% | 0.04% | 496 | +27 | 0.46% | Q1 2026 | May 18, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 5,808 | 1,735 | 0.22% | 0.18% | 497 | +1,692 | 41.11% | Q1 2026 | Apr 27, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 5,776 | 1,726 | 0.18% | 0.19% | 499 | +2 | 0.03% | Q1 2026 | May 04, 2026 |
| Versant Capital Management, Inc | History | No change | 5,776 | 1,726 | 0.17% | 0.23% | 498 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 5,465 | 1,720 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 5,755 | 1,719 | 0.43% | 0.45% | 501 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 5,741 | 1,715 | 0.4% | 0.42% | 502 | -115 | -1.96% | Q1 2026 | May 08, 2026 |
| ALERUS FINANCIAL NA | History | No change | 5,705 | 1,704 | 0.08% | 0.09% | 503 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| General Partner, Inc. | History | No change | 5,700 | 1,703 | 1.04% | 1.02% | 504 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Miller Capital Partners, Inc. | History | No change | 5,647 | 1,687 | 0.81% | 0.9% | 505 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Waldron Private Wealth LLC | History | Added to | 5,632 | 1,683 | 0.07% | 0.07% | 506 | +22 | 0.39% | Q1 2026 | Apr 10, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 5,630 | 1,682 | 0.09% | 0.1% | 507 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 5,624 | 1,680 | 0.12% | 0.13% | 508 | -131 | -2.28% | Q1 2026 | May 14, 2026 |
| Empirical Asset Management, LLC | History | Added to | 11,838 | 1,673 | 0.44% | 0.5% | 509 | +1 | 0.01% | Q1 2026 | May 11, 2026 |
| Dakota Wealth Management | History | No change | 5,597 | 1,672 | 0.04% | 0.03% | 510 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 5,592 | 1,671 | 0.06% | 0.06% | 511 | +271 | 5.09% | Q1 2026 | Apr 21, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 5,589 | 1,670 | 0.46% | 0.47% | 512 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Capital Management Associates, Inc | History | No change | 5,581 | 1,667 | 0.38% | 0.39% | 513 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 5,550 | 1,658 | 0.0% | 0.0% | 514 | -149 | -2.61% | Q1 2026 | May 08, 2026 |
| Thomasville National Bank | History | No change | 5,251 | 1,653 | 0.1% | 0.1% | 515 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 5,515 | 1,648 | 0.12% | 0.03% | 516 | +4,325 | 363.45% | Q1 2026 | Apr 20, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 5,514 | 1,647 | 0.44% | 0.48% | 517 | -46 | -0.83% | Q1 2026 | May 05, 2026 |
| Balboa Wealth Partners | History | Added to | 5,473 | 1,635 | 0.27% | 0.17% | 518 | +2,286 | 71.73% | Q1 2026 | Apr 16, 2026 |
| CIBC Bancorp USA Inc. | History | New | 5,465 | 1,633 | 0.0% | — | 519 | +5,465 | New | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 5,450 | 1,628 | 0.02% | 0.02% | 520 | +66 | 1.23% | Q1 2026 | May 08, 2026 |
| REBALANCE, LLC | History | No change | 5,449 | 1,628 | 0.09% | 0.1% | 521 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 5,421 | 1,620 | 0.05% | 0.05% | 522 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 5,420 | 1,619 | 0.0% | 0.01% | 523 | -2,477 | -31.37% | Q1 2026 | May 14, 2026 |
| Forum Financial Management, LP | History | Reduced | 5,417 | 1,618 | 0.02% | 0.02% | 525 | -318 | -5.54% | Q1 2026 | Apr 23, 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | History | Reduced | 5,415 | 1,618 | 1.06% | 0.98% | 524 | -105 | -1.9% | Q1 2026 | Apr 16, 2026 |
| Next Capital Management LLC | History | Added to | 5,376 | 1,606 | 0.49% | 0.45% | 526 | +867 | 19.23% | Q1 2026 | May 07, 2026 |
| Composition Wealth, LLC | History | Added to | 5,357 | 1,600 | 0.02% | 0.02% | 527 | +7 | 0.13% | Q1 2026 | Apr 08, 2026 |
| Olistico Wealth, LLC | History | Reduced | 5,346 | 1,597 | 0.79% | 0.83% | 528 | -47 | -0.87% | Q1 2026 | Apr 08, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 5,343 | 1,596 | 0.03% | 0.03% | 529 | +81 | 1.54% | Q1 2026 | May 01, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 5,341 | 1,596 | 0.07% | 0.08% | 530 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Reduced | 5,327 | 1,591 | 0.11% | 0.12% | 531 | -46 | -0.86% | Q1 2026 | Apr 29, 2026 |
| Fortis Capital Management LLC | History | Added to | 5,256 | 1,570 | 0.16% | 0.17% | 532 | +1,108 | 26.71% | Q1 2026 | May 11, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 5,221 | 1,560 | 0.17% | 0.2% | 533 | -949 | -15.38% | Q1 2026 | Apr 15, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 5,212 | 1,557 | 0.28% | 0.25% | 534 | +888 | 20.54% | Q1 2026 | May 15, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | Reduced | 5,208 | 1,556 | 3.5% | 4.29% | 535 | -1,143 | -18.0% | Q1 2026 | May 15, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 5,196 | 1,552 | 0.21% | 0.19% | 536 | +178 | 3.55% | Q1 2026 | May 13, 2026 |
| Eagle Strategies LLC | History | Added to | 5,188 | 1,550 | 0.19% | 0.21% | 537 | +22 | 0.43% | Q1 2026 | Apr 20, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 5,172 | 1,545 | 0.89% | — | 538 | +5,172 | New | Q1 2026 | May 12, 2026 |
| Dentgroup LLC | History | No change | 4,907 | 1,544 | 1.06% | 1.06% | 539 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 5,311 | 1,541 | 0.1% | 0.09% | 540 | -784 | -12.86% | Q1 2026 | Apr 24, 2026 |
| Life Planning Partners, Inc | History | Added to | 5,144 | 1,537 | 1.17% | 1.11% | 541 | +550 | 11.97% | Q1 2026 | Apr 28, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 5,131 | 1,533 | 0.03% | 0.03% | 542 | -24 | -0.47% | Q1 2026 | May 14, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 5,106 | 1,526 | 0.04% | 0.04% | 543 | +8 | 0.16% | Q1 2026 | May 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 5,092 | 1,521 | 0.05% | 0.06% | 544 | +223 | 4.58% | Q1 2026 | May 07, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 5,075 | 1,516 | 0.16% | 0.18% | 545 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Round Rock Advisors LLC | History | Reduced | 5,039 | 1,505 | 0.23% | 0.24% | 546 | -10 | -0.2% | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | Added to | 5,004 | 1,495 | 0.08% | 0.06% | 547 | +1,696 | 51.27% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 4,990 | 1,491 | 0.01% | 0.01% | 548 | -24 | -0.48% | Q1 2026 | May 14, 2026 |
| Annex Advisory Services, LLC | History | No change | 4,988 | 1,490 | 0.03% | 0.03% | 549 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 4,980 | 1,488 | 0.21% | 0.22% | 550 | +47 | 0.95% | Q1 2026 | Apr 24, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 4,917 | 1,482 | 0.18% | 0.2% | 551 | +26 | 0.53% | Q1 2026 | Apr 07, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 4,957 | 1,481 | 0.11% | 0.12% | 552 | +8 | 0.16% | Q1 2026 | May 15, 2026 |
| Calder Financial LLC | History | Reduced | 4,918 | 1,480 | 1.47% | 1.56% | 553 | -142 | -2.81% | Q1 2026 | Apr 07, 2026 |
| GSG Advisors LLC | History | Added to | 4,946 | 1,477 | 0.38% | 0.4% | 554 | +4 | 0.08% | Q1 2026 | May 13, 2026 |
| Midwest Trust Co | History | Added to | 4,919 | 1,470 | 0.02% | 0.02% | 555 | +192 | 4.06% | Q1 2026 | May 01, 2026 |
| Choate Investment Advisors | History | No change | 4,883 | 1,459 | 0.03% | 0.03% | 556 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Battery Global Advisors, LLC | History | Reduced | 4,880 | 1,458 | 0.78% | 2.77% | 557 | -7,361 | -60.13% | Q1 2026 | May 14, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 4,848 | 1,448 | 0.57% | 0.62% | 558 | +14 | 0.29% | Q1 2026 | May 01, 2026 |
| Vise Technologies, Inc. | History | No change | 4,595 | 1,446 | 0.03% | 0.03% | 559 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Manuka Financial, LLC | History | No change | 4,837 | 1,445 | 0.89% | 0.94% | 560 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TSFG, LLC | History | Added to | 4,827 | 1,443 | 0.22% | 0.23% | 561 | +2 | 0.04% | Q1 2026 | Apr 27, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 4,794 | 1,432 | 0.08% | 0.09% | 562 | +223 | 4.88% | Q1 2026 | Apr 16, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 4,789 | 1,431 | 0.12% | 0.13% | 563 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 4,765 | 1,424 | 0.14% | 0.15% | 565 | -32 | -0.67% | Q1 2026 | May 05, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 4,765 | 1,424 | 0.41% | 0.45% | 564 | +30 | 0.63% | Q1 2026 | Apr 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 4,763 | 1,423 | 0.03% | 0.03% | 566 | -182 | -3.68% | Q1 2026 | May 07, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 4,495 | 1,414 | 0.09% | 0.09% | 567 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 4,724 | 1,411 | 0.01% | 0.19% | 568 | -78,939 | -94.35% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 4,717 | 1,409 | 0.03% | 0.04% | 569 | -867 | -15.53% | Q1 2026 | May 01, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 4,681 | 1,399 | 0.04% | 0.05% | 570 | -563 | -10.74% | Q1 2026 | Apr 21, 2026 |
| Cedarwood Wealth LLC | History | Added to | 4,642 | 1,387 | 1.4% | 1.56% | 572 | +244 | 5.55% | Q1 2026 | May 05, 2026 |
| CWA Asset Management Group, LLC | History | No change | 4,644 | 1,387 | 0.05% | 0.05% | 571 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 4,639 | 1,386 | 0.03% | 0.03% | 573 | -485 | -9.47% | Q1 2026 | Apr 10, 2026 |
| Key FInancial Inc | History | Reduced | 4,641 | 1,386 | 0.25% | 0.27% | 574 | -38 | -0.81% | Q1 2026 | Apr 24, 2026 |
| Larson Financial Group LLC | History | Reduced | 4,627 | 1,382 | 0.04% | 0.05% | 575 | -423 | -8.38% | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | No change | 4,613 | 1,378 | 0.02% | 0.02% | 576 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Advocate Investing Services LLC | History | No change | 4,600 | 1,374 | 1.16% | 1.3% | 577 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 4,580 | 1,368 | 0.14% | 0.19% | 578 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 4,550 | 1,359 | 0.05% | 0.05% | 579 | -158 | -3.36% | Q1 2026 | May 06, 2026 |
| GREENLEAF TRUST | History | No change | 4,541 | 1,357 | 0.01% | 0.01% | 580 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 4,538 | 1,356 | 0.03% | 0.03% | 581 | +100 | 2.25% | Q1 2026 | Apr 29, 2026 |
| GenTrust, LLC | History | No change | 4,532 | 1,354 | 0.06% | 0.06% | 582 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Synergy Financial Group, LTD | History | Reduced | 4,500 | 1,344 | 1.01% | 1.03% | 583 | -160 | -3.43% | Q1 2026 | May 14, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 4,481 | 1,339 | 0.38% | 0.4% | 584 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WealthCollab, LLC | History | Reduced | 4,475 | 1,337 | 0.55% | 0.61% | 585 | -236 | -5.01% | Q1 2026 | May 13, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 4,436 | 1,325 | 0.04% | 0.04% | 586 | -15 | -0.34% | Q1 2026 | May 12, 2026 |
| MontVue Capital Management, Inc. | History | No change | 4,407 | 1,317 | 0.9% | 0.92% | 587 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 4,403 | 1,316 | 0.09% | 0.1% | 588 | -236 | -5.09% | Q1 2026 | Apr 28, 2026 |
| Ted Buchan & Co | History | Reduced | 4,362 | 1,303 | 0.47% | 0.51% | 589 | -24 | -0.55% | Q1 2026 | May 14, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 4,349 | 1,299 | 0.14% | 0.17% | 590 | -317 | -6.79% | Q1 2026 | May 11, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 4,213 | 1,259 | 0.05% | 0.06% | 591 | -1,009 | -19.32% | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 4,176 | 1,248 | 0.05% | 0.05% | 592 | -478 | -10.27% | Q1 2026 | Apr 28, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 4,136 | 1,236 | 0.14% | 0.18% | 593 | -835 | -16.8% | Q1 2026 | May 15, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | No change | 4,126 | 1,233 | 0.66% | 0.72% | 594 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 4,115 | 1,229 | 0.02% | 0.02% | 595 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 4,086 | 1,221 | 0.01% | 0.02% | 597 | -73 | -1.76% | Q1 2026 | May 01, 2026 |
| LEE DANNER & BASS INC | History | No change | 4,089 | 1,221 | 0.08% | 0.09% | 596 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 4,085 | 1,220 | 0.18% | 0.19% | 598 | +1 | 0.02% | Q1 2026 | Apr 24, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 4,077 | 1,218 | 0.25% | 0.29% | 600 | -79 | -1.9% | Q1 2026 | Apr 15, 2026 |
| Pachira Investments Inc. | History | Reduced | 4,076 | 1,218 | 0.57% | 0.63% | 599 | -40 | -0.97% | Q1 2026 | Apr 27, 2026 |
| Sigma Planning Corp | History | Reduced | 4,055 | 1,211 | 0.03% | 0.04% | 601 | -334 | -7.61% | Q1 2026 | May 04, 2026 |
| Tenzing Financial LLC | History | Reduced | 3,836 | 1,209 | 0.91% | 1.07% | 602 | -355 | -8.47% | Q1 2026 | Apr 15, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 3,978 | 1,188 | 0.17% | 0.2% | 604 | -316 | -7.36% | Q1 2026 | Apr 21, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 3,976 | 1,188 | 0.89% | 0.94% | 603 | +58 | 1.48% | Q1 2026 | Apr 16, 2026 |
| ENTREWEALTH, LLC | History | Added to | 3,912 | 1,169 | 0.52% | 0.52% | 605 | +262 | 7.18% | Q1 2026 | May 14, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 3,900 | 1,165 | 0.01% | 0.01% | 606 | -400 | -9.3% | Q1 2026 | May 08, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 3,897 | 1,164 | 0.18% | 0.21% | 607 | -413 | -9.58% | Q1 2026 | Apr 17, 2026 |
| Capital Analysts, LLC | History | Added to | 3,825 | 1,143 | 0.03% | 0.0% | 608 | +3,802 | 16530.43% | Q1 2026 | May 14, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | No change | 3,489 | 1,140 | 0.36% | 0.38% | 609 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| STEPHENS INC /AR/ | History | Added to | 3,813 | 1,139 | 0.01% | 0.01% | 610 | +1,577 | 70.53% | Q1 2026 | Apr 28, 2026 |
| David J Yvars Group | History | Added to | 3,802 | 1,136 | 0.63% | 0.64% | 611 | +1 | 0.03% | Q1 2026 | Apr 08, 2026 |
| Seven Post Investment Office LP | History | No change | 3,800 | 1,135 | 0.37% | 0.43% | 612 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 3,781 | 1,130 | 0.1% | 0.1% | 613 | -5 | -0.13% | Q1 2026 | May 12, 2026 |
| American Money Management, LLC | History | Reduced | 3,745 | 1,119 | 0.18% | 0.19% | 614 | -116 | -3.0% | Q1 2026 | May 11, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 3,743 | 1,118 | 0.03% | 0.04% | 615 | -208 | -5.26% | Q1 2026 | Apr 27, 2026 |
| Aspen Wealth Management LLC | History | Added to | 3,734 | 1,115 | 0.22% | 0.25% | 616 | +11 | 0.3% | Q1 2026 | Apr 01, 2026 |
| Madrid Wealth Management, LLC | History | No change | 3,717 | 1,110 | 0.84% | 0.95% | 617 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 3,681 | 1,100 | 0.15% | 0.16% | 618 | -31 | -0.84% | Q1 2026 | Apr 07, 2026 |
| NorthRock Partners, LLC | History | Added to | 3,676 | 1,098 | 0.02% | 0.02% | 619 | +602 | 19.58% | Q1 2026 | May 15, 2026 |
| Lutz Financial Services LLC | History | No change | 3,674 | 1,097 | 0.07% | 0.08% | 620 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 3,664 | 1,094 | 0.25% | 0.27% | 621 | +9 | 0.25% | Q1 2026 | May 06, 2026 |
| Tranquility Partners, LLC | History | Reduced | 3,655 | 1,092 | 0.41% | 0.41% | 622 | -6 | -0.16% | Q1 2026 | Apr 20, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 3,654 | 1,091 | 0.01% | 0.01% | 623 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 3,617 | 1,081 | 0.32% | 0.33% | 624 | +10 | 0.28% | Q1 2026 | Apr 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 3,597 | 1,074 | 0.01% | 0.01% | 625 | -22 | -0.61% | Q1 2026 | May 15, 2026 |
| Merited Wealth, LLC | History | New | 3,584 | 1,071 | 0.89% | — | 626 | +3,584 | New | Q1 2026 | Apr 24, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 3,580 | 1,069 | 0.26% | 0.29% | 627 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Avestar Capital, LLC | History | Added to | 3,547 | 1,060 | 0.07% | 0.02% | 628 | +2,547 | 254.7% | Q1 2026 | May 13, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 3,544 | 1,059 | 0.25% | 0.21% | 629 | +949 | 36.57% | Q1 2026 | Apr 24, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 3,227 | 1,055 | 0.02% | 0.03% | 630 | +1,008 | 45.43% | Q1 2026 | May 01, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 3,520 | 1,051 | 0.0% | 0.0% | 631 | -3,520 | -50.0% | Q1 2026 | May 14, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 3,516 | 1,050 | 0.14% | 0.16% | 632 | +3 | 0.09% | Q1 2026 | Apr 24, 2026 |
| Plum Street Advisors, LLC | History | No change | 3,510 | 1,048 | 0.36% | 0.39% | 633 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KW WEALTH MANAGEMENT LLC | History | No change | 3,330 | 1,048 | 1.59% | 1.59% | 634 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 3,501 | 1,046 | 0.29% | 0.32% | 635 | -15 | -0.43% | Q1 2026 | May 07, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 3,497 | 1,045 | 0.24% | 0.26% | 636 | -36 | -1.02% | Q1 2026 | Apr 17, 2026 |
| Grandview Asset Management LLC | History | Reduced | 3,559 | 1,043 | 0.31% | 0.31% | 637 | -65 | -1.79% | Q1 2026 | May 07, 2026 |
| Aspen Investment Management Inc | History | Reduced | 3,488 | 1,042 | 0.32% | 0.36% | 638 | -345 | -9.0% | Q1 2026 | Apr 15, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 3,481 | 1,040 | 0.18% | 0.04% | 639 | +2,687 | 338.41% | Q1 2026 | Apr 28, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 3,479 | 1,039 | 0.15% | 0.23% | 640 | -1,735 | -33.28% | Q1 2026 | Apr 15, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 3,466 | 1,035 | 0.17% | 0.18% | 641 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 3,463 | 1,034 | 0.01% | 0.01% | 642 | +26 | 0.76% | Q1 2026 | May 01, 2026 |
| Morton Capital Management LLC/CA | History | No change | 3,445 | 1,029 | 0.15% | 0.17% | 643 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Focus Financial Network, Inc. | History | Added to | 3,442 | 1,028 | 0.04% | 0.03% | 644 | +352 | 11.39% | Q1 2026 | Apr 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 3,435 | 1,026 | 0.03% | 0.04% | 646 | -44 | -1.26% | Q1 2026 | Apr 08, 2026 |
| Oakworth Capital, Inc. | History | No change | 3,435 | 1,026 | 0.05% | 0.06% | 645 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| WealthTrust Asset Management, LLC | History | Reduced | 3,427 | 1,024 | 0.61% | 0.76% | 648 | -32 | -0.93% | Q1 2026 | May 06, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 3,427 | 1,024 | 0.13% | 0.14% | 647 | -15 | -0.44% | Q1 2026 | May 12, 2026 |
| Essex Bank | History | No change | 3,349 | 1,000 | 0.22% | 0.23% | 649 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 3,321 | 992 | 0.02% | 0.02% | 650 | +24 | 0.73% | Q1 2026 | May 14, 2026 |
| CHILTON INVESTMENT CO INC. | History | New | 3,319 | 991 | 0.02% | — | 652 | +3,319 | New | Q1 2026 | May 15, 2026 |
| Golden Bell Financial Planning LLC | History | Reduced | 3,316 | 991 | 0.79% | 0.88% | 651 | -31 | -0.93% | Q1 2026 | May 05, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 3,302 | 986 | 0.05% | 0.04% | 653 | +1,073 | 48.14% | Q1 2026 | Apr 29, 2026 |
| Spire Wealth Management | History | Reduced | 3,297 | 985 | 0.03% | 0.04% | 654 | -88 | -2.6% | Q1 2026 | Apr 22, 2026 |
| Journey Beyond Wealth, LLC | History | Added to | 3,290 | 983 | 0.84% | 0.82% | 655 | +31 | 0.95% | Q1 2026 | Apr 28, 2026 |
| Breakwater Investment Management | History | No change | 3,280 | 980 | 0.36% | 0.37% | 656 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Farmers National Bank | History | No change | 3,109 | 978 | 0.22% | 0.22% | 657 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| BSW Wealth Partners | History | No change | 3,250 | 971 | 0.12% | 0.12% | 658 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 3,227 | 964 | 0.33% | 0.41% | 659 | +1 | 0.03% | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 3,189 | 952 | 0.01% | 0.01% | 660 | +382 | 13.61% | Q1 2026 | May 11, 2026 |
| Keystone Financial Group | History | No change | 3,163 | 945 | 0.06% | 0.07% | 661 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 3,155 | 942 | 0.02% | 0.02% | 662 | +881 | 38.74% | Q1 2026 | Apr 07, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | No change | 3,153 | 942 | 0.66% | 0.59% | 663 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 3,125 | 933 | 0.11% | 0.12% | 664 | -20 | -0.64% | Q1 2026 | Apr 23, 2026 |
| Stratos Investment Management, LLC | History | Added to | 3,106 | 928 | 0.04% | 0.04% | 665 | +30 | 0.98% | Q1 2026 | Apr 28, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 3,101 | 926 | 0.1% | 0.11% | 666 | -51 | -1.62% | Q1 2026 | Apr 14, 2026 |
| Atwater Malick LLC | History | No change | 3,098 | 925 | 0.25% | 0.27% | 667 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 3,076 | 919 | 0.02% | 0.03% | 668 | +25 | 0.82% | Q1 2026 | Apr 15, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 3,067 | 916 | 0.09% | 0.13% | 669 | -1,170 | -27.61% | Q1 2026 | May 04, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 3,064 | 915 | 0.25% | 0.26% | 670 | +9 | 0.29% | Q1 2026 | May 12, 2026 |
| Root Financial Partners, LLC | History | Reduced | 3,010 | 899 | 0.04% | 0.05% | 673 | -26 | -0.86% | Q1 2026 | Apr 24, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 3,011 | 899 | 0.01% | 0.02% | 671 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Jacobi Capital Management LLC | History | No change | 3,009 | 899 | 0.05% | 0.05% | 672 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strathmore Capital Advisors, Inc. | History | Reduced | 2,721 | 893 | 0.25% | 0.33% | 674 | -469 | -14.7% | Q1 2026 | Apr 27, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 2,970 | 887 | 0.12% | 0.13% | 675 | -78 | -2.56% | Q1 2026 | Apr 28, 2026 |
| Astoria Strategic Wealth, Inc. | History | Added to | 2,967 | 886 | 0.22% | 0.23% | 676 | +2 | 0.07% | Q1 2026 | Apr 17, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 2,960 | 884 | 0.05% | 0.05% | 677 | +7 | 0.24% | Q1 2026 | Apr 30, 2026 |
| Western Wealth Management, LLC | History | Added to | 2,956 | 883 | 0.03% | 0.04% | 678 | +43 | 1.48% | Q1 2026 | May 19, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 2,955 | 883 | 0.14% | 0.17% | 679 | +1 | 0.03% | Q1 2026 | Apr 30, 2026 |
| Fee-Only Financial Planning, L.C. | History | No change | 2,925 | 874 | 0.53% | 0.54% | 680 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Carnegie Investment Counsel | History | Reduced | 2,918 | 872 | 0.02% | 0.03% | 681 | -1,581 | -35.14% | Q1 2026 | May 01, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 3,388 | 870 | 0.27% | 0.2% | 682 | -37 | -1.08% | Q1 2026 | Apr 23, 2026 |
| Red Door Wealth Management, LLC | History | Reduced | 2,902 | 867 | 0.09% | 0.1% | 683 | -166 | -5.41% | Q1 2026 | Apr 22, 2026 |
| GEN Financial Management, INC. | History | No change | 2,904 | 867 | 0.54% | 0.58% | 684 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 2,890 | 863 | 0.07% | 0.07% | 685 | +117 | 4.22% | Q1 2026 | Apr 22, 2026 |
| Breakwater Capital Group | History | No change | 2,879 | 860 | 0.12% | 0.13% | 686 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,730 | 859 | 0.04% | 0.04% | 687 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 2,846 | 850 | 0.1% | 0.11% | 688 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 2,840 | 848 | 0.09% | 0.1% | 689 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 2,836 | 847 | 0.39% | 0.44% | 690 | +8 | 0.28% | Q1 2026 | Apr 09, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 2,827 | 844 | 0.0% | — | 691 | +2,827 | New | Q1 2026 | May 15, 2026 |
| Values Added Financial LLC | History | No change | 2,801 | 837 | 0.35% | 0.37% | 692 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 2,781 | 831 | 0.43% | 0.41% | 693 | -246 | -8.13% | Q1 2026 | Apr 21, 2026 |
| Wells Financial Advisors INC | History | Reduced | 2,770 | 827 | 3.76% | 3.02% | 694 | -2,285 | -45.2% | Q1 2026 | May 07, 2026 |
| Opus Capital Group, LLC | History | Reduced | 2,764 | 826 | 0.09% | 0.1% | 695 | -98 | -3.42% | Q1 2026 | Apr 30, 2026 |
| Coastline Trust Co | History | No change | 2,763 | 825 | 0.08% | 0.08% | 696 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Sovran Advisors, LLC | History | Reduced | 2,491 | 822 | 0.06% | 0.07% | 698 | -34 | -1.35% | Q1 2026 | May 01, 2026 |
| City State Bank | History | Added to | 2,753 | 822 | 0.21% | 0.24% | 697 | +10 | 0.36% | Q1 2026 | Apr 20, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 2,749 | 821 | 0.01% | 0.01% | 699 | +32 | 1.18% | Q1 2026 | Apr 22, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 2,750 | 821 | 0.11% | 0.12% | 700 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 2,551 | 817 | 0.06% | 0.06% | 701 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CGC Financial Services, LLC | History | No change | 2,731 | 816 | 0.24% | 0.23% | 702 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 2,727 | 814 | 0.01% | 0.01% | 703 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FF Advisors,LLC | History | No change | 2,471 | 804 | 0.33% | 0.35% | 704 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Essex LLC | History | Reduced | 2,684 | 802 | 0.14% | 0.16% | 705 | -103 | -3.7% | Q1 2026 | Apr 24, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 2,679 | 800 | 0.02% | 0.02% | 706 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 2,659 | 794 | 0.08% | 0.09% | 707 | -335 | -11.19% | Q1 2026 | Apr 13, 2026 |
| BAILARD, INC. | History | Reduced | 2,648 | 791 | 0.02% | 0.02% | 708 | -62 | -2.29% | Q1 2026 | May 11, 2026 |
| Goldstein Advisors, LLC | History | No change | 2,628 | 785 | 0.09% | 0.09% | 709 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 2,483 | 781 | 0.06% | 0.06% | 710 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 2,610 | 780 | 0.06% | 0.06% | 711 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Bay Capital Advisors, LLC | History | Added to | 2,571 | 768 | 0.47% | 0.49% | 713 | +2 | 0.08% | Q1 2026 | Apr 22, 2026 |
| Embree Financial Group | History | No change | 2,572 | 768 | 0.09% | 0.1% | 712 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CGN Advisors LLC | History | Reduced | 2,561 | 765 | 0.06% | 0.06% | 714 | -12 | -0.47% | Q1 2026 | Apr 13, 2026 |
| Apollon Financial, LLC | History | No change | 2,563 | 765 | 0.11% | 0.12% | 715 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Arista Wealth Management, LLC | History | No change | 2,546 | 760 | 0.09% | 0.1% | 716 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| LPWM LLC | History | Reduced | 2,526 | 754 | 0.19% | 0.21% | 717 | -65 | -2.51% | Q1 2026 | Apr 08, 2026 |
| RDA Financial Network | History | Reduced | 2,515 | 751 | 0.19% | 0.19% | 719 | -53 | -2.06% | Q1 2026 | Apr 08, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 2,493 | 751 | 0.07% | 0.07% | 718 | -39 | -1.54% | Q1 2026 | May 11, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 2,491 | 744 | 0.02% | 0.02% | 720 | -155 | -5.86% | Q1 2026 | Apr 21, 2026 |
| Amicus Financial Advisors, LLC | History | No change | 2,476 | 740 | 0.2% | 0.22% | 721 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Clearview Wealth Management LLC | History | New | 2,459 | 734 | 0.52% | — | 722 | +2,459 | New | Q1 2026 | May 15, 2026 |
| EVERPAR ADVISORS LLC | History | No change | 2,450 | 732 | 0.25% | 0.29% | 723 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| XY Planning Network, Inc. | History | Added to | 2,419 | 728 | 0.12% | 0.13% | 724 | +1 | 0.04% | Q1 2026 | Apr 14, 2026 |
| Slow Capital, Inc. | History | Reduced | 2,434 | 727 | 0.09% | 0.12% | 725 | -811 | -24.99% | Q1 2026 | Apr 24, 2026 |
| McDonough Capital Management, Inc | History | No change | 2,418 | 722 | 0.39% | 0.37% | 726 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DEFINE FINANCIAL, LLC | History | Added to | 2,409 | 719 | 0.39% | 0.43% | 727 | +7 | 0.29% | Q1 2026 | Apr 14, 2026 |
| Fullerton Advisors, LLC | History | Added to | 2,404 | 718 | 0.74% | 0.75% | 728 | +7 | 0.29% | Q1 2026 | Apr 21, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 2,395 | 715 | 0.16% | — | 729 | +2,395 | New | Q1 2026 | Apr 20, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 2,378 | 712 | 0.01% | 0.01% | 730 | +95 | 4.16% | Q1 2026 | May 12, 2026 |
| Kapstone Financial Advisors LLC | History | Added to | 2,376 | 710 | 0.35% | 0.14% | 731 | +1,472 | 162.83% | Q1 2026 | Apr 22, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 2,370 | 708 | 0.02% | — | 732 | +2,370 | New | Q1 2026 | May 15, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 2,368 | 707 | 0.07% | — | 734 | +2,368 | New | Q1 2026 | May 12, 2026 |
| Brookstone Capital Management | History | Added to | 2,368 | 707 | 0.01% | 0.01% | 733 | +115 | 5.1% | Q1 2026 | Apr 16, 2026 |
| Select Asset Management & Trust | History | Reduced | 2,359 | 705 | 0.22% | 0.23% | 735 | -6 | -0.25% | Q1 2026 | May 14, 2026 |
| United Asset Strategies, Inc. | History | Added to | 2,358 | 704 | 0.06% | 0.06% | 736 | +3 | 0.13% | Q1 2026 | Apr 29, 2026 |
| Venturi Wealth Management, LLC | History | No change | 2,348 | 701 | 0.03% | 0.03% | 737 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Hardy Reed LLC | History | No change | 2,323 | 694 | 0.05% | 0.05% | 738 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Beacon Financial Strategies CORP | History | No change | 2,306 | 689 | 0.39% | 0.4% | 739 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| NORDEN GROUP LLC | History | Added to | 2,300 | 687 | 0.07% | 0.07% | 740 | +117 | 5.36% | Q1 2026 | Apr 15, 2026 |
| AWM CAPITAL, LLC | History | No change | 2,296 | 686 | 0.06% | 0.07% | 741 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 2,290 | 684 | 0.05% | 0.05% | 742 | +82 | 3.71% | Q1 2026 | Apr 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 2,279 | 681 | 0.03% | 0.03% | 743 | +16 | 0.71% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 2,261 | 675 | 0.02% | 0.02% | 744 | +228 | 11.21% | Q1 2026 | May 15, 2026 |
| Avant Capital LLC | History | Added to | 2,256 | 674 | 0.47% | 0.46% | 746 | +149 | 7.07% | Q1 2026 | May 12, 2026 |
| Bridgewater Advisors Inc. | History | No change | 1,975 | 674 | 0.04% | 0.04% | 745 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 2,226 | 665 | 0.14% | 0.16% | 747 | -160 | -6.71% | Q1 2026 | May 13, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 2,226 | 665 | 0.09% | 0.1% | 748 | -10 | -0.45% | Q1 2026 | May 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 2,222 | 664 | 0.01% | 0.01% | 749 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 2,214 | 661 | 0.01% | 0.01% | 750 | +4 | 0.18% | Q1 2026 | May 12, 2026 |
| BetterWealth, LLC | History | New | 2,208 | 659 | 0.13% | — | 751 | +2,208 | New | Q1 2026 | Apr 24, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 2,205 | 658 | 0.02% | 0.02% | 752 | -18 | -0.81% | Q1 2026 | May 11, 2026 |
| HM PAYSON & CO | History | No change | 2,199 | 657 | 0.01% | 0.01% | 753 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 2,191 | 654 | 0.05% | 0.06% | 754 | -49 | -2.19% | Q1 2026 | Apr 13, 2026 |
| 71 West Capital Partners | History | New | 2,180 | 651 | 0.03% | — | 755 | +2,180 | New | Q1 2026 | May 06, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 2,177 | 650 | 0.42% | 0.2% | 756 | +1,185 | 119.46% | Q1 2026 | May 08, 2026 |
| Rezny Wealth Management, Inc. | History | Added to | 2,159 | 645 | 0.14% | 0.13% | 757 | +124 | 6.09% | Q1 2026 | May 13, 2026 |
| Bernardo Wealth Planning LLC | History | No change | 2,160 | 645 | 0.13% | 0.13% | 758 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Pine Harbor Wealth Management, LLC | History | Added to | 2,155 | 644 | 0.19% | 0.2% | 759 | +37 | 1.75% | Q1 2026 | Apr 28, 2026 |
| Ariadne Wealth Management, LP | History | No change | 2,158 | 644 | 0.29% | 0.28% | 760 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Oldfather Financial Services, LLC | History | No change | 2,041 | 642 | 0.19% | 0.19% | 761 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Crescent Sterling, Ltd. | History | No change | 2,150 | 642 | 0.62% | 0.69% | 762 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Sowell Financial Services LLC | History | Added to | 2,146 | 641 | 0.02% | 0.02% | 763 | +238 | 12.47% | Q1 2026 | Apr 20, 2026 |
| Western Financial Corp/CA | History | No change | 2,146 | 641 | 0.25% | 0.27% | 764 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cypress Capital Group | History | No change | 2,131 | 636 | 0.07% | 0.08% | 765 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Piscataqua Savings Bank | History | Reduced | 2,127 | 635 | 0.45% | 0.52% | 766 | -250 | -10.52% | Q1 2026 | Apr 10, 2026 |
| Darden Wealth Group Inc | History | No change | 2,121 | 633 | 0.32% | 0.32% | 767 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 2,115 | 632 | 0.08% | 0.13% | 768 | -731 | -25.69% | Q1 2026 | Apr 28, 2026 |
| Triad Wealth Partners, LLC | History | New | 2,114 | 631 | 0.05% | — | 769 | +2,114 | New | Q1 2026 | Apr 16, 2026 |
| Rinkey Investments | History | No change | 2,110 | 630 | 0.16% | 0.17% | 770 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bensler, LLC | History | Reduced | 2,104 | 628 | 0.06% | 0.07% | 771 | -254 | -10.77% | Q1 2026 | May 01, 2026 |
| Empowered Funds, LLC | History | New | 2,089 | 624 | 0.0% | — | 773 | +2,089 | New | Q1 2026 | May 14, 2026 |
| Briggs Wealth Management, Inc | History | No change | 2,090 | 624 | 0.66% | 0.71% | 772 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 2,086 | 623 | 0.42% | 0.46% | 774 | -39 | -1.84% | Q1 2026 | Apr 14, 2026 |
| Factor Wealth Management LTD | History | Reduced | 2,082 | 622 | 0.12% | 0.32% | 775 | -2,559 | -55.14% | Q1 2026 | Apr 20, 2026 |
| FIRST FOUNDATION ADVISORS | History | New | 2,080 | 621 | 0.03% | — | 776 | +2,080 | New | Q1 2026 | May 04, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 2,057 | 614 | 0.06% | 0.07% | 778 | +1 | 0.05% | Q1 2026 | Apr 30, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 2,057 | 614 | 0.08% | 0.09% | 777 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Advantage Trust Co | History | No change | 2,040 | 609 | 0.27% | 0.29% | 779 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Quartz Partners, LLC | History | No change | 2,037 | 608 | 0.23% | 0.24% | 780 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Diversified Trust Co | History | No change | 2,033 | 607 | 0.01% | 0.01% | 781 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ATALANTA SOSNOFF CAPITAL, LLC | History | Reduced | 2,028 | 606 | 0.01% | 0.02% | 782 | -1,974 | -49.33% | Q1 2026 | May 15, 2026 |
| True North Advisors, LLC | History | Reduced | 2,029 | 606 | 0.07% | 0.15% | 783 | -1,700 | -45.59% | Q1 2026 | May 07, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Added to | 2,026 | 605 | 0.1% | 0.1% | 784 | +2 | 0.1% | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Added to | 2,024 | 604 | 0.03% | 0.03% | 785 | +5 | 0.25% | Q1 2026 | Apr 27, 2026 |
| TruWealth Advisors, LLC | History | Added to | 2,017 | 602 | 0.03% | 0.03% | 786 | +33 | 1.66% | Q1 2026 | Apr 09, 2026 |
| Junk Investment Group, LLC | History | New | 2,007 | 599 | 0.31% | — | 787 | +2,007 | New | Q1 2026 | May 08, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 2,000 | 597 | 0.04% | 0.15% | 789 | -4,288 | -68.19% | Q1 2026 | May 05, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 2,000 | 597 | 0.05% | 0.04% | 788 | +662 | 49.48% | Q1 2026 | May 14, 2026 |
| Envision Financial LLC | History | Added to | 2,000 | 597 | 0.32% | 0.33% | 790 | +4 | 0.2% | Q1 2026 | Apr 16, 2026 |
| LongView Wealth Management | History | Reduced | 1,870 | 596 | 0.15% | 0.15% | 791 | -8 | -0.43% | Q1 2026 | Apr 15, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 1,994 | 595 | 0.04% | 0.04% | 792 | -44 | -2.16% | Q1 2026 | Apr 29, 2026 |
| SMI Advisory Services, LLC | History | Reduced | 1,961 | 593 | 0.1% | 0.14% | 793 | -507 | -20.54% | Q1 2026 | Apr 07, 2026 |
| Coquina Private Wealth LLC | History | Reduced | 1,982 | 592 | 0.48% | 0.51% | 794 | -34 | -1.69% | Q1 2026 | May 05, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 1,975 | 590 | 0.06% | 0.1% | 795 | -806 | -28.98% | Q1 2026 | May 11, 2026 |
| Independent Advisor Alliance | History | New | 1,970 | 588 | 0.01% | — | 796 | +1,970 | New | Q1 2026 | May 12, 2026 |
| Beckerman Institutional, LLC | History | No change | 1,957 | 584 | 0.31% | 0.35% | 797 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Karnit Road Accident Victims Compensation Fund | History | No change | 1,950 | 582 | 0.34% | 0.35% | 798 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Portland Financial Advisors Inc | History | Reduced | 1,945 | 581 | 1.21% | 1.32% | 799 | -26 | -1.32% | Q1 2026 | Apr 27, 2026 |
| OFS Enterprise LLC | History | New | 1,935 | 578 | 0.17% | — | 804 | +1,935 | New | Q1 2026 | Apr 09, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 1,937 | 578 | 0.01% | 0.01% | 800 | +239 | 14.08% | Q1 2026 | Apr 21, 2026 |
| Bank OZK | History | Reduced | 1,937 | 578 | 0.2% | 0.24% | 801 | -210 | -9.78% | Q1 2026 | May 13, 2026 |
| Foster Group, Inc. | History | Added to | 1,937 | 578 | 0.02% | 0.02% | 803 | +10 | 0.52% | Q1 2026 | Apr 13, 2026 |
| Charter Oak Capital Management, LLC | History | No change | 1,935 | 578 | 0.04% | 0.05% | 802 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| EASTERN BANK | History | Added to | 1,924 | 574 | 0.01% | 0.0% | 805 | +1,899 | 7596.0% | Q1 2026 | Apr 07, 2026 |
| Ballast Financial Advisors LLC | History | Added to | 1,905 | 569 | 0.58% | 0.57% | 806 | +145 | 8.24% | Q1 2026 | May 13, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 1,901 | 568 | 0.03% | 0.04% | 807 | -34 | -1.76% | Q1 2026 | May 14, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 1,900 | 567 | 0.19% | 0.2% | 808 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CERTUITY, LLC | History | No change | 1,897 | 566 | 0.04% | 0.04% | 809 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 1,892 | 565 | 0.07% | 0.07% | 810 | +1 | 0.05% | Q1 2026 | May 08, 2026 |
| Passive Capital Management, LLC. | History | No change | 1,892 | 565 | 0.17% | 0.19% | 811 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Efficient Advisors, LLC | History | Added to | 1,884 | 562 | 0.04% | 0.03% | 812 | +77 | 4.26% | Q1 2026 | Apr 29, 2026 |
| Burk Holdings LLC | History | No change | 1,877 | 560 | 0.24% | 0.28% | 813 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Petix & Botte Co | History | No change | 1,838 | 549 | 0.12% | 0.13% | 814 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Evolution Advisers, Inc. | History | Reduced | 1,828 | 546 | 0.23% | 0.28% | 816 | -259 | -12.41% | Q1 2026 | May 01, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 1,829 | 546 | 0.01% | 0.01% | 815 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PUREfi Wealth, LLC | History | Reduced | 1,807 | 540 | 0.35% | 0.46% | 817 | -106 | -5.54% | Q1 2026 | Apr 28, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | Added to | 1,800 | 537 | 0.29% | 0.21% | 818 | +507 | 39.21% | Q1 2026 | May 15, 2026 |
| Stenger Family Office, LLC | History | New | 1,796 | 536 | 0.09% | — | 819 | +1,796 | New | Q1 2026 | Apr 29, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,792 | 535 | 0.11% | 0.12% | 820 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 1,784 | 533 | 0.07% | 0.08% | 821 | +1 | 0.06% | Q1 2026 | May 14, 2026 |
| Mason Investment Advisory Services, Inc. | History | Reduced | 1,782 | 532 | 0.02% | 0.03% | 822 | -343 | -16.14% | Q1 2026 | May 14, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 1,771 | 529 | 0.26% | — | 823 | +1,771 | New | Q1 2026 | Apr 09, 2026 |
| Eaton-Cambridge Inc. | History | Added to | 1,760 | 525 | 0.16% | 0.08% | 825 | +996 | 130.37% | Q1 2026 | May 06, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | Added to | 1,758 | 525 | 0.14% | 0.14% | 824 | +2 | 0.11% | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,756 | 524 | 0.02% | 0.02% | 826 | +158 | 9.89% | Q1 2026 | Apr 07, 2026 |
| WealthShield Partners, LLC | History | No change | 1,752 | 523 | 0.06% | 0.06% | 827 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Weaver Consulting Group | History | Added to | 1,742 | 520 | 0.12% | 0.13% | 828 | +79 | 4.75% | Q1 2026 | May 15, 2026 |
| ETF Store, Inc. | History | Added to | 1,741 | 520 | 0.51% | 0.56% | 829 | +4 | 0.23% | Q1 2026 | Apr 30, 2026 |
| BWM Planning, LLC | History | Reduced | 1,739 | 519 | 0.14% | 0.26% | 830 | -1,344 | -43.59% | Q1 2026 | Apr 21, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Reduced | 1,710 | 511 | 0.24% | 0.26% | 831 | -11 | -0.64% | Q1 2026 | May 14, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 1,709 | 510 | 0.21% | 0.22% | 832 | +5 | 0.29% | Q1 2026 | May 08, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 1,698 | 507 | 0.16% | 0.21% | 834 | -291 | -14.63% | Q1 2026 | May 01, 2026 |
| RFG Advisory, LLC | History | Reduced | 1,699 | 507 | 0.01% | 0.01% | 833 | -69 | -3.9% | Q1 2026 | Apr 17, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 1,692 | 505 | 0.31% | 0.33% | 835 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,688 | 504 | 0.05% | 0.05% | 836 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 1,680 | 502 | 0.03% | 0.05% | 837 | -600 | -26.32% | Q1 2026 | May 15, 2026 |
| SHP Wealth Management | History | No change | 1,663 | 496 | 0.04% | 0.04% | 838 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Peak Retirement Planning, Inc. | History | Reduced | 1,655 | 494 | 0.1% | 0.19% | 839 | -892 | -35.02% | Q1 2026 | May 11, 2026 |
| Trust Co of the South | History | No change | 1,647 | 492 | 0.08% | 0.08% | 840 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| WATERS PARKERSON & CO., LLC | History | Reduced | 1,644 | 491 | 0.03% | 0.03% | 841 | -322 | -16.38% | Q1 2026 | Apr 29, 2026 |
| IFC & Insurance Marketing, Inc. | History | Added to | 1,646 | 491 | 0.51% | 0.51% | 842 | +2 | 0.12% | Q1 2026 | Apr 16, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | No change | 1,604 | 479 | 0.09% | 0.09% | 843 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Expressive Wealth LLC | History | Reduced | 1,419 | 478 | 0.46% | 0.51% | 844 | -75 | -5.02% | Q1 2026 | May 11, 2026 |
| Stephens Consulting, LLC | History | No change | 1,516 | 477 | 0.15% | 0.15% | 845 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 1,580 | 472 | 0.04% | 0.05% | 847 | -78 | -4.7% | Q1 2026 | Apr 24, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 1,580 | 472 | 0.22% | 0.23% | 846 | -26 | -1.62% | Q1 2026 | Apr 22, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 1,577 | 471 | 0.31% | 0.34% | 848 | +1 | 0.06% | Q1 2026 | Apr 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 1,573 | 469 | 0.05% | 0.06% | 849 | -120 | -7.09% | Q1 2026 | May 11, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 1,571 | 469 | 0.03% | 0.03% | 850 | -13 | -0.82% | Q1 2026 | May 21, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 1,560 | 466 | 0.02% | 0.02% | 851 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 1,533 | 458 | 0.03% | 0.03% | 852 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| First Financial Bank - Trust Division | History | No change | 1,529 | 456 | 0.04% | 0.04% | 853 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Claro Advisors Inc. | History | Reduced | 1,511 | 451 | 0.05% | 0.07% | 854 | -15 | -0.98% | Q1 2026 | Apr 21, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 1,504 | 449 | 0.03% | 0.03% | 855 | -98 | -6.12% | Q1 2026 | Apr 29, 2026 |
| Napier Financial, LLC | History | New | 1,497 | 447 | 0.1% | — | 858 | +1,497 | New | Q1 2026 | May 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,498 | 447 | 0.03% | 0.03% | 856 | -68 | -4.34% | Q1 2026 | Apr 13, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 1,498 | 447 | 0.0% | 0.0% | 857 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Reduced | 1,493 | 446 | 0.12% | 0.13% | 859 | -87 | -5.51% | Q1 2026 | Apr 27, 2026 |
| Redwood Financial Network Corp | History | Reduced | 1,486 | 444 | 0.29% | 0.31% | 860 | -46 | -3.0% | Q1 2026 | May 14, 2026 |
| Oak Harvest Investment Services | History | Reduced | 1,477 | 441 | 0.05% | 0.05% | 861 | -62 | -4.03% | Q1 2026 | Apr 22, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 1,474 | 440 | 0.19% | 0.2% | 862 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | New | 1,470 | 439 | 0.05% | — | 865 | +1,470 | New | Q1 2026 | May 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 1,472 | 439 | 0.0% | 0.0% | 864 | +574 | 63.92% | Q1 2026 | May 14, 2026 |
| Stanley-Laman Group, Ltd. | History | Added to | 1,469 | 439 | 0.05% | 0.06% | 863 | +4 | 0.27% | Q1 2026 | Apr 16, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 1,464 | 437 | 0.01% | 0.01% | 866 | -166 | -10.18% | Q1 2026 | Apr 27, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | No change | 1,450 | 433 | 0.08% | 0.09% | 867 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GreatBanc Trust CO | History | No change | 1,448 | 432 | 0.3% | 0.32% | 868 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 1,425 | 431 | 0.12% | 0.08% | 870 | +530 | 59.22% | Q1 2026 | Apr 08, 2026 |
| Beacon Wealthcare LLC | History | No change | 1,445 | 431 | 0.15% | 0.16% | 869 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Financial Futures Ltd Liability Co. | History | Reduced | 1,439 | 430 | 0.19% | 0.21% | 872 | -10 | -0.69% | Q1 2026 | Apr 22, 2026 |
| Johnson Financial Group, Inc. | History | No change | 1,441 | 430 | 0.02% | 0.02% | 871 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Wellington Grp LLC | History | Reduced | 1,434 | 428 | 0.13% | 0.2% | 874 | -493 | -25.58% | Q1 2026 | May 22, 2026 |
| Legacy Trust | History | No change | 1,435 | 428 | 0.08% | 0.08% | 873 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 1,409 | 421 | 0.07% | — | 875 | +1,409 | New | Q1 2026 | Apr 28, 2026 |
| Archvest Wealth Advisors, Inc. | History | Added to | 1,402 | 419 | 0.27% | 0.28% | 876 | +3 | 0.21% | Q1 2026 | May 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 1,399 | 418 | 0.01% | 0.01% | 877 | +264 | 23.26% | Q1 2026 | Apr 13, 2026 |
| Seven Springs Wealth Group, LLC | History | No change | 1,400 | 418 | 0.1% | 0.13% | 878 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 1,326 | 417 | 0.01% | 0.01% | 879 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 1,394 | 416 | 0.04% | 0.05% | 880 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| American Trust | History | No change | 1,392 | 415 | 0.04% | 0.04% | 881 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| My Personal CFO, LLC | History | No change | 1,391 | 415 | 0.18% | 0.18% | 882 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Added to | 1,387 | 414 | 0.03% | 0.02% | 883 | +339 | 32.35% | Q1 2026 | Apr 22, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 1,383 | 413 | 0.02% | 0.02% | 884 | +1 | 0.07% | Q1 2026 | May 12, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 1,380 | 412 | 0.13% | 0.13% | 885 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 1,370 | 409 | 0.13% | 0.13% | 886 | -183 | -11.78% | Q1 2026 | Apr 15, 2026 |
| HighPoint Advisor Group LLC | History | New | 1,366 | 408 | 0.02% | — | 888 | +1,366 | New | Q1 2026 | May 14, 2026 |
| Hudson Oak Wealth Advisory LLC | History | No change | 1,366 | 408 | 0.35% | 0.38% | 887 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cynosure Group, LLC | History | Added to | 1,362 | 407 | 0.05% | 0.04% | 889 | +4 | 0.29% | Q1 2026 | May 13, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 1,363 | 407 | 0.01% | 0.01% | 890 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DIVIDEND ASSETS CAPITAL, LLC | History | Reduced | 1,360 | 406 | 0.08% | 0.08% | 891 | -3 | -0.22% | Q1 2026 | Apr 28, 2026 |
| Oak Asset Management, LLC | History | No change | 1,361 | 406 | 0.14% | 0.15% | 892 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| First Heartland Consultants, Inc. | History | No change | 1,358 | 405 | 0.03% | 0.03% | 893 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 1,352 | 404 | 0.06% | 0.08% | 894 | -247 | -15.45% | Q1 2026 | May 06, 2026 |
| PGIM Custom Harvest LLC | History | No change | 1,350 | 403 | 0.01% | 0.01% | 895 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BARLOW WEALTH PARTNERS, LLC | History | No change | 1,220 | 398 | 0.04% | 0.04% | 896 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HUB Investment Partners, LLC | History | New | 1,329 | 397 | 0.01% | — | 897 | +1,329 | New | Q1 2026 | May 15, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 1,322 | 395 | 0.06% | 0.11% | 898 | +1 | 0.08% | Q1 2026 | May 12, 2026 |
| BEARING POINT CAPITAL, LLC | History | Reduced | 1,318 | 393 | 0.06% | 0.23% | 899 | -3,346 | -71.74% | Q1 2026 | May 07, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,312 | 392 | 0.09% | 0.1% | 900 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Principle Wealth Partners LLC | History | Added to | 1,310 | 391 | 0.02% | 0.02% | 901 | +1 | 0.08% | Q1 2026 | May 07, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 1,306 | 390 | 0.01% | 0.02% | 902 | -93 | -6.65% | Q1 2026 | May 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 1,307 | 390 | 0.0% | 0.01% | 903 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Fiduciary Group, LLC | History | No change | 1,295 | 387 | 0.03% | 0.03% | 904 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| IFG Advisors, LLC | History | New | 1,292 | 386 | 0.06% | — | 905 | +1,292 | New | Q1 2026 | Apr 09, 2026 |
| Newton One Investments LLC | History | Reduced | 1,288 | 384 | 0.1% | 0.12% | 907 | -36 | -2.72% | Q1 2026 | Apr 24, 2026 |
| WEDGEWOOD INVESTORS INC /PA/ | History | No change | 1,287 | 384 | 0.44% | 0.46% | 906 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 1,278 | 382 | 0.05% | 0.05% | 908 | +3 | 0.24% | Q1 2026 | Apr 09, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 1,277 | 381 | 0.05% | 0.08% | 910 | -877 | -40.71% | Q1 2026 | Apr 21, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 1,278 | 381 | 0.12% | 0.12% | 909 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Added to | 1,271 | 379 | 0.06% | 0.03% | 911 | +534 | 72.46% | Q1 2026 | May 05, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 1,260 | 376 | 0.04% | 0.04% | 912 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Harvest Investment Services, LLC | History | No change | 1,252 | 374 | 0.07% | 0.07% | 913 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gambit Capital Management, LLC | History | Added to | 1,250 | 373 | 0.26% | 0.23% | 916 | +248 | 24.75% | Q1 2026 | May 14, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 1,250 | 373 | 0.04% | 0.04% | 914 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Oxbow Advisors, LLC | History | No change | 1,249 | 373 | 0.03% | 0.03% | 915 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 1,242 | 371 | 0.09% | 0.1% | 918 | -12 | -0.96% | Q1 2026 | Apr 10, 2026 |
| Centric Wealth Management | History | Added to | 1,126 | 371 | 0.07% | 0.08% | 917 | +9 | 0.81% | Q1 2026 | May 12, 2026 |
| Ascent Group, LLC | History | Reduced | 1,235 | 369 | 0.01% | 0.01% | 919 | -71 | -5.44% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Reduced | 1,226 | 366 | 0.02% | 0.03% | 920 | -1,087 | -47.0% | Q1 2026 | May 14, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 1,226 | 366 | 0.1% | 0.1% | 921 | +81 | 7.07% | Q1 2026 | Apr 16, 2026 |
| Cornerstone Management, Inc. | History | Added to | 1,221 | 364 | 0.06% | 0.06% | 923 | +28 | 2.35% | Q1 2026 | Apr 16, 2026 |
| Courage Miller Partners, LLC | History | No change | 1,219 | 364 | 0.1% | 0.12% | 922 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| KFA Private Wealth Group, LLC | History | No change | 1,221 | 364 | 0.09% | 0.09% | 924 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 1,217 | 363 | 0.03% | 0.03% | 925 | +146 | 13.63% | Q1 2026 | Apr 30, 2026 |
| SkyOak Wealth, LLC | History | No change | 1,203 | 359 | 0.07% | 0.07% | 926 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 1,200 | 358 | 0.2% | 0.22% | 928 | -60 | -4.76% | Q1 2026 | Apr 21, 2026 |
| Creekside Partners | History | Added to | 1,199 | 358 | 0.15% | 0.16% | 929 | +2 | 0.17% | Q1 2026 | Apr 21, 2026 |
| Ironsides Asset Advisors, LLC | History | No change | 1,200 | 358 | 0.09% | 0.1% | 927 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | New | 1,191 | 355 | 0.0% | — | 932 | +1,191 | New | Q1 2026 | May 14, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 1,189 | 355 | 0.14% | 0.17% | 931 | -184 | -13.4% | Q1 2026 | May 04, 2026 |
| Trevian Wealth Management LLC | History | No change | 1,190 | 355 | 0.18% | 0.18% | 930 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bouchey Financial Group Ltd | History | No change | 1,136 | 354 | 0.03% | 0.03% | 933 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WNY Asset Management, LLC | History | New | 1,183 | 353 | 0.04% | — | 934 | +1,183 | New | Q1 2026 | May 22, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 1,179 | 352 | 0.05% | 0.16% | 936 | -2,419 | -67.23% | Q1 2026 | Apr 21, 2026 |
| BKM Wealth Management, LLC | History | Reduced | 1,178 | 352 | 0.13% | 0.14% | 937 | -6 | -0.51% | Q1 2026 | Apr 22, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 1,179 | 352 | 0.03% | 0.04% | 935 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Added to | 1,176 | 351 | 0.0% | 0.0% | 938 | +60 | 5.38% | Q1 2026 | May 05, 2026 |
| FineMark National Bank & Trust | History | No change | 1,117 | 351 | 0.01% | 0.01% | 939 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,174 | 350 | 0.0% | 0.0% | 940 | -1,425 | -54.83% | Q1 2026 | May 08, 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC | History | New | 1,164 | 347 | 0.25% | — | 944 | +1,164 | New | Q1 2026 | May 08, 2026 |
| Goelzer Investment Management, Inc. | History | New | 1,162 | 347 | 0.02% | — | 943 | +1,162 | New | Q1 2026 | Apr 09, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 1,162 | 347 | 0.02% | 0.04% | 942 | -951 | -45.01% | Q1 2026 | Apr 16, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 1,164 | 347 | 0.0% | 0.0% | 941 | -24 | -2.02% | Q1 2026 | May 15, 2026 |
| HighMark Wealth Management LLC | History | No change | 1,152 | 344 | 0.14% | 0.15% | 945 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 1,145 | 342 | 0.0% | 0.0% | 946 | +3 | 0.26% | Q1 2026 | May 14, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 1,139 | 340 | 0.04% | 0.04% | 947 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 1,135 | 339 | 0.07% | 0.07% | 949 | +40 | 3.65% | Q1 2026 | May 11, 2026 |
| MainStreet Investment Advisors LLC | History | No change | 1,135 | 339 | 0.05% | 0.05% | 948 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 1,129 | 338 | 0.11% | 0.1% | 950 | +122 | 12.12% | Q1 2026 | May 14, 2026 |
| Ares Financial Consulting, LLC | History | No change | 1,125 | 338 | 0.27% | 0.34% | 951 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 1,129 | 337 | 0.0% | 0.0% | 952 | +39 | 3.58% | Q1 2026 | May 13, 2026 |
| High Falls Advisors, Inc | History | No change | 1,073 | 337 | 0.07% | 0.07% | 953 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,112 | 332 | 0.04% | 0.04% | 954 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Prostatis Group LLC | History | Reduced | 1,110 | 331 | 0.08% | 0.1% | 955 | -256 | -18.74% | Q1 2026 | May 12, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 1,110 | 331 | 0.01% | 0.01% | 956 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SK Wealth Management, LLC | History | Reduced | 1,091 | 330 | 0.09% | 0.1% | 957 | -46 | -4.05% | Q1 2026 | May 06, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 1,101 | 329 | 0.01% | 0.01% | 958 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 1,098 | 328 | 0.02% | 0.02% | 959 | +5 | 0.46% | Q1 2026 | May 18, 2026 |
| Altiora Financial Group, LLC | History | No change | 1,100 | 328 | 0.05% | 0.06% | 960 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MY Wealth Management Inc. | History | Added to | 1,272 | 326 | 0.32% | 0.32% | 963 | +111 | 9.56% | Q1 2026 | May 01, 2026 |
| Innovative Wealth Building LLC | History | Added to | 1,094 | 326 | 0.23% | 0.25% | 964 | +3 | 0.27% | Q1 2026 | May 01, 2026 |
| Opes Wealth Management LLC | History | No change | 1,093 | 326 | 0.05% | 0.06% | 961 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 1,093 | 326 | 0.03% | 0.03% | 962 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BLVD Private Wealth, LLC | History | No change | 1,085 | 324 | 0.28% | 0.3% | 965 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Allred Capital Management, LLC | History | Reduced | 1,083 | 323 | 0.12% | 0.13% | 966 | -22 | -1.99% | Q1 2026 | May 13, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 1,080 | 322 | 0.01% | 0.01% | 967 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Asset Dedication, LLC | History | No change | 1,023 | 322 | 0.02% | 0.02% | 968 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Facet Wealth, Inc. | History | Added to | 1,071 | 320 | 0.01% | 0.0% | 969 | +373 | 53.44% | Q1 2026 | May 07, 2026 |
| Strategic Planning, Inc. | History | Added to | 1,074 | 320 | 0.16% | 0.18% | 970 | +3 | 0.28% | Q1 2026 | May 18, 2026 |
| Allodium Investment Consultants, LLC | History | Reduced | 1,068 | 319 | 0.15% | 0.19% | 971 | -126 | -10.55% | Q1 2026 | Apr 09, 2026 |
| Curi Capital, LLC | History | No change | 1,065 | 318 | 0.01% | 0.01% | 972 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| URS Advisory LLC | History | New | 1,062 | 317 | 0.23% | — | 973 | +1,062 | New | Q1 2026 | Apr 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 1,055 | 315 | 0.02% | 0.02% | 974 | +2 | 0.19% | Q1 2026 | Apr 20, 2026 |
| William Howard & Co Financial Advisors Inc | History | Added to | 1,054 | 314 | 0.27% | 0.19% | 976 | +335 | 46.59% | Q1 2026 | Apr 30, 2026 |
| Creegan & Nassoura Financial Group, LLC | History | No change | 1,000 | 314 | 0.2% | 0.2% | 975 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 1,050 | 313 | 0.03% | 0.03% | 977 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Next Level Private LLC | History | Added to | 1,044 | 312 | 0.07% | 0.09% | 978 | +1 | 0.1% | Q1 2026 | Apr 23, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | No change | 1,040 | 311 | 0.01% | 0.01% | 979 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | New | 1,032 | 308 | 0.14% | — | 981 | +1,032 | New | Q1 2026 | May 15, 2026 |
| Disciplined Investments, LLC | History | No change | 1,032 | 308 | 0.11% | 0.12% | 980 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Prospect Financial Group LLC | History | Reduced | 1,029 | 307 | 0.28% | 0.32% | 983 | -80 | -7.21% | Q1 2026 | May 05, 2026 |
| Revisor Wealth Management LLC | History | No change | 1,030 | 307 | 0.08% | 0.09% | 982 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,025 | 306 | 0.0% | 0.0% | 984 | -21 | -2.01% | Q1 2026 | Apr 20, 2026 |
| Calamos Advisors LLC | History | New | 1,023 | 305 | 0.0% | — | 987 | +1,023 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | No change | 1,023 | 305 | 0.01% | 0.01% | 985 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Capital Advantage, Inc. | History | No change | 1,022 | 305 | 0.04% | 0.04% | 986 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Aerodigm Wealth, LLC | History | Reduced | 1,019 | 304 | 0.11% | 0.13% | 988 | -30 | -2.86% | Q1 2026 | Apr 21, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 1,015 | 303 | 0.13% | 0.14% | 989 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FreeGulliver LLC | History | No change | 1,014 | 303 | 0.13% | 0.12% | 990 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 1,013 | 302 | 0.03% | 0.03% | 991 | -6 | -0.59% | Q1 2026 | May 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 1,010 | 301 | 0.01% | 0.28% | 993 | -23,346 | -95.85% | Q1 2026 | May 11, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 1,009 | 301 | 0.0% | 0.0% | 992 | -63 | -5.88% | Q1 2026 | May 11, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Added to | 1,008 | 301 | 0.1% | 0.11% | 994 | +3 | 0.3% | Q1 2026 | Apr 23, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 1,006 | 300 | 0.07% | 0.07% | 995 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 953 | 300 | 0.22% | 0.22% | 996 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 1,005 | 300 | 0.07% | 0.09% | 997 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Atria Investments, Inc | History | Reduced | 1,003 | 299 | 0.0% | 0.01% | 998 | -625 | -38.39% | Q1 2026 | May 05, 2026 |
| Elevated Financial Group LLC | History | Added to | 1,003 | 299 | 0.1% | 0.09% | 999 | +155 | 18.28% | Q1 2026 | May 11, 2026 |
| CMH Wealth Management LLC | History | New | 1,000 | 298 | 0.05% | — | 1000 | +1,000 | New | Q1 2026 | Apr 13, 2026 |
| Riverwater Partners LLC | History | Reduced | 997 | 297 | 0.1% | 0.12% | 1001 | -12 | -1.19% | Q1 2026 | May 07, 2026 |
| TCP Asset Management, LLC | History | No change | 984 | 294 | 0.04% | 0.05% | 1002 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| GAMMA Investing LLC | History | Reduced | 983 | 293 | 0.01% | 0.02% | 1003 | -5 | -0.51% | Q1 2026 | Apr 06, 2026 |
| Lynx Investment Advisory | History | No change | 980 | 292 | 0.14% | 0.17% | 1004 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Independent Wealth Network Inc. | History | New | 975 | 291 | 0.09% | — | 1005 | +975 | New | Q1 2026 | Apr 20, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 966 | 288 | 0.01% | 0.01% | 1006 | +1 | 0.1% | Q1 2026 | Apr 27, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 964 | 288 | 0.06% | 0.06% | 1007 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Green Ridge Wealth Planning LLC | History | No change | 960 | 286 | 0.15% | 0.15% | 1008 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 870 | 285 | 0.04% | 0.05% | 1009 | -116 | -11.76% | Q1 2026 | Apr 28, 2026 |
| Hopwood Financial Services, Inc. | History | No change | 955 | 285 | 0.19% | 0.21% | 1010 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 947 | 283 | 0.06% | 0.06% | 1012 | +12 | 1.28% | Q1 2026 | Apr 14, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 948 | 283 | 0.0% | 0.0% | 1011 | -9 | -0.94% | Q1 2026 | May 01, 2026 |
| M3 Advisory Group, LLC | History | Added to | 945 | 282 | 0.17% | 0.18% | 1013 | +3 | 0.32% | Q1 2026 | Apr 22, 2026 |
| Dynamic Financial Group | History | Added to | 940 | 281 | 0.23% | 0.25% | 1014 | +2 | 0.21% | Q1 2026 | May 12, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 939 | 280 | 0.04% | 0.04% | 1015 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 938 | 280 | 0.15% | 0.16% | 1016 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 928 | 277 | 0.08% | 0.08% | 1017 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 914 | 273 | 0.02% | 0.02% | 1019 | +13 | 1.44% | Q1 2026 | Apr 17, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 916 | 273 | 0.1% | 0.1% | 1018 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| United Advisor Group, LLC | History | Reduced | 912 | 272 | 0.03% | 0.04% | 1021 | -67 | -6.84% | Q1 2026 | Apr 17, 2026 |
| Inscription Capital, LLC | History | No change | 911 | 272 | 0.03% | 0.03% | 1020 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PFG Advisors | History | Added to | 909 | 271 | 0.01% | 0.01% | 1022 | +1 | 0.11% | Q1 2026 | May 05, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | No change | 908 | 271 | 0.08% | 0.08% | 1023 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Three Bridge Wealth Advisors, LLC | History | No change | 907 | 271 | 0.07% | 0.08% | 1024 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Successful Portfolios LLC | History | Added to | 902 | 269 | 0.15% | 0.14% | 1026 | +16 | 1.81% | Q1 2026 | Apr 13, 2026 |
| Summit Global Investments | History | Added to | 899 | 269 | 0.02% | 0.02% | 1025 | +4 | 0.45% | Q1 2026 | May 07, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 903 | 269 | 0.04% | 0.04% | 1027 | +1 | 0.11% | Q1 2026 | Apr 09, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 900 | 268 | 0.05% | 0.06% | 1030 | -158 | -14.93% | Q1 2026 | Apr 23, 2026 |
| Urban Financial Advisory Corp | History | Added to | 899 | 268 | 0.09% | 0.11% | 1028 | +2 | 0.22% | Q1 2026 | May 08, 2026 |
| Maia Wealth LLC | History | Added to | 897 | 268 | 0.05% | 0.05% | 1029 | +1 | 0.11% | Q1 2026 | May 08, 2026 |
| SACHEM HILL LLC | History | Reduced | 896 | 267 | 0.05% | 0.06% | 1032 | -113 | -11.2% | Q1 2026 | May 13, 2026 |
| Briaud Financial Planning Inc | History | No change | 894 | 267 | 0.07% | 0.07% | 1031 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| LRI Investments, LLC | History | No change | 896 | 267 | 0.02% | 0.02% | 1033 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 891 | 266 | 0.01% | 0.01% | 1034 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ArborFi Advisors, LLC | History | Reduced | 889 | 265 | 0.22% | 0.24% | 1037 | -63 | -6.62% | Q1 2026 | Apr 29, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 889 | 265 | 0.02% | 0.02% | 1035 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| 25 LLC | History | No change | 887 | 265 | 0.08% | 0.09% | 1036 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| WELCH & FORBES LLC | History | No change | 884 | 264 | 0.0% | 0.0% | 1038 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 883 | 263 | 0.03% | 0.03% | 1039 | -68 | -7.15% | Q1 2026 | May 15, 2026 |
| FIRST MERCHANTS CORP | History | No change | 877 | 262 | 0.01% | 0.01% | 1040 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Western Pacific Wealth Management, LP | History | New | 875 | 261 | 0.27% | — | 1041 | +875 | New | Q1 2026 | Apr 17, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 868 | 259 | 0.0% | — | 1042 | +868 | New | Q1 2026 | May 11, 2026 |
| Cooper Financial Group | History | Added to | 866 | 258 | 0.03% | 0.03% | 1043 | +3 | 0.35% | Q1 2026 | Apr 07, 2026 |
| Cladis Investment Advisory, LLC | History | No change | 865 | 258 | 0.14% | 0.15% | 1044 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 857 | 256 | 0.0% | 0.0% | 1045 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Haven Private, LLC | History | No change | 858 | 256 | 0.11% | 0.12% | 1046 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 854 | 255 | 0.15% | 0.16% | 1048 | -3 | -0.35% | Q1 2026 | Apr 21, 2026 |
| Roxbury Financial LLC | History | No change | 855 | 255 | 0.23% | 0.24% | 1047 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 850 | 254 | 0.0% | 0.07% | 1050 | -16,520 | -95.11% | Q1 2026 | May 15, 2026 |
| NBT BANK N A /NY | History | No change | 853 | 254 | 0.02% | 0.02% | 1049 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Thayer Financial, L.L.C. | History | No change | 850 | 254 | 0.26% | 0.28% | 1051 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Compass Planning Associates Inc | History | Added to | 849 | 253 | 0.16% | 0.18% | 1053 | +3 | 0.35% | Q1 2026 | Apr 21, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | No change | 849 | 253 | 0.15% | 0.13% | 1052 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| GQG Partners LLC | History | Reduced | 846 | 252 | 0.0% | 0.0% | 1054 | -651 | -43.49% | Q1 2026 | May 12, 2026 |
| Csenge Advisory Group | History | Reduced | 845 | 252 | 0.01% | 0.01% | 1056 | -69 | -7.55% | Q1 2026 | Apr 30, 2026 |
| CFO4Life Group, LLC | History | No change | 845 | 252 | 0.04% | 0.04% | 1055 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 843 | 251 | 0.01% | 0.02% | 1057 | -360 | -29.93% | Q1 2026 | May 01, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 843 | 251 | 0.01% | 0.01% | 1058 | +82 | 10.78% | Q1 2026 | Apr 27, 2026 |
| SilverOak Wealth Management LLC | History | No change | 842 | 251 | 0.04% | 0.04% | 1059 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Heritage Family Offices, LLP | History | New | 837 | 250 | 0.11% | — | 1062 | +837 | New | Q1 2026 | Apr 08, 2026 |
| Bogart Wealth, LLC | History | No change | 837 | 250 | 0.01% | 0.01% | 1060 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 839 | 250 | 0.04% | 0.04% | 1061 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sonoma Private Wealth LLC | History | Added to | 835 | 249 | 0.31% | 0.31% | 1066 | +7 | 0.85% | Q1 2026 | May 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 834 | 249 | 0.1% | 0.11% | 1063 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Francis Financial, Inc. | History | No change | 836 | 249 | 0.05% | 0.05% | 1064 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Avion Wealth | History | No change | 834 | 249 | 0.05% | 0.05% | 1065 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Royal Capital Wealth Management, LLC | History | Added to | 827 | 247 | 0.15% | 0.15% | 1069 | +2 | 0.24% | Q1 2026 | May 15, 2026 |
| Midwest Professional Planners, LTD. | History | No change | 829 | 247 | 0.06% | 0.06% | 1067 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| COWA, LLC | History | No change | 829 | 247 | 0.07% | 0.08% | 1068 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 825 | 246 | 0.03% | 0.03% | 1071 | +38 | 4.83% | Q1 2026 | May 06, 2026 |
| Indie Asset Partners, LLC | History | No change | 824 | 246 | 0.28% | 0.29% | 1070 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 821 | 245 | 0.03% | 0.03% | 1072 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CNB Bank | History | No change | 820 | 245 | 0.1% | 0.11% | 1073 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MAIRS & POWER INC | History | No change | 817 | 244 | 0.0% | 0.0% | 1074 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bison Wealth, LLC | History | No change | 717 | 244 | 0.02% | 0.02% | 1075 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Landmark Wealth Management, LLC | History | New | 814 | 243 | 0.07% | — | 1077 | +814 | New | Q1 2026 | Apr 29, 2026 |
| Schaeffer Financial LLC | History | No change | 814 | 243 | 0.2% | 0.22% | 1076 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| GC Wealth Management RIA, LLC | History | New | 810 | 242 | 0.01% | — | 1079 | +810 | New | Q1 2026 | May 14, 2026 |
| Fielder Capital Group LLC | History | Reduced | 811 | 242 | 0.05% | 0.07% | 1078 | -280 | -25.66% | Q1 2026 | May 12, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 804 | 241 | 0.01% | 0.03% | 1080 | -1,155 | -58.96% | Q1 2026 | May 12, 2026 |
| DUTCH ASSET Corp | History | Reduced | 804 | 240 | 0.16% | 1.09% | 1083 | -3,709 | -82.18% | Q1 2026 | May 08, 2026 |
| MBA Advisors LLC | History | No change | 805 | 240 | 0.09% | 0.1% | 1081 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Verum Partners LLC | History | No change | 805 | 240 | 0.05% | 0.05% | 1082 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 803 | 239 | 0.03% | 0.03% | 1084 | +136 | 20.39% | Q1 2026 | Apr 23, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 822 | 238 | 0.01% | 0.0% | 1085 | +656 | 395.18% | Q1 2026 | May 15, 2026 |
| Capital International Investors | History | Reduced | 818 | 237 | 0.0% | 0.0% | 1088 | -1,010 | -55.25% | Q1 2026 | May 13, 2026 |
| UNITED BANK | History | Reduced | 794 | 237 | 0.03% | 0.05% | 1087 | -432 | -35.24% | Q1 2026 | May 11, 2026 |
| Clayton Financial Group LLC | History | Added to | 795 | 237 | 0.12% | 0.09% | 1090 | +209 | 35.67% | Q1 2026 | Apr 13, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 794 | 237 | 0.05% | 0.04% | 1086 | +33 | 4.34% | Q1 2026 | Apr 29, 2026 |
| Tanager Wealth Management LLP | History | No change | 795 | 237 | 0.02% | 0.02% | 1089 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | New | 790 | 236 | 0.11% | — | 1093 | +790 | New | Q1 2026 | Apr 22, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 790 | 236 | 0.21% | — | 1094 | +790 | New | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Added to | 792 | 236 | 0.0% | 0.01% | 1091 | +8 | 1.02% | Q1 2026 | Apr 13, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 750 | 236 | 0.07% | 0.07% | 1092 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Canal Capital Management, LLC | History | Reduced | 787 | 235 | 0.03% | 0.05% | 1098 | -265 | -25.19% | Q1 2026 | Apr 27, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 788 | 235 | 0.03% | 0.03% | 1097 | +2 | 0.25% | Q1 2026 | Apr 27, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 789 | 235 | 0.0% | 0.0% | 1095 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 789 | 235 | 0.01% | 0.01% | 1096 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AAF Wealth Management, LLC | History | No change | 789 | 235 | 0.1% | 0.1% | 1099 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Heritage Investment Group, Inc. | History | No change | 787 | 235 | 0.04% | 0.04% | 1100 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Arlington Trust Co LLC | History | Reduced | 783 | 234 | 0.02% | 0.03% | 1103 | -117 | -13.0% | Q1 2026 | Apr 08, 2026 |
| Visionary Wealth Advisors | History | Reduced | 784 | 234 | 0.01% | 0.01% | 1102 | -46 | -5.54% | Q1 2026 | May 13, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 786 | 234 | 0.03% | 0.03% | 1101 | -28 | -3.44% | Q1 2026 | May 06, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 782 | 233 | 0.01% | 0.01% | 1104 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Argent Trust Co | History | No change | 782 | 233 | 0.01% | 0.01% | 1105 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Main Street Group, LTD | History | Reduced | 779 | 232 | 0.07% | 0.1% | 1109 | -134 | -14.68% | Q1 2026 | May 06, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | No change | 777 | 232 | 0.05% | 0.05% | 1106 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Covington Investment Advisors Inc. | History | No change | 776 | 232 | 0.03% | 0.03% | 1107 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Goodman Advisory Group, LLC | History | No change | 777 | 232 | 0.06% | 0.06% | 1108 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Klingman & Associates, LLC | History | Added to | 775 | 231 | 0.01% | 0.01% | 1110 | +22 | 2.92% | Q1 2026 | May 14, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 768 | 229 | 0.05% | 0.06% | 1111 | -113 | -12.83% | Q1 2026 | Apr 03, 2026 |
| Michels Family Financial, LLC | History | Added to | 767 | 229 | 0.17% | 0.18% | 1112 | +2 | 0.26% | Q1 2026 | Apr 24, 2026 |
| Davis Wealth Advisors, LLC | History | Reduced | 765 | 228 | 0.19% | 0.24% | 1113 | -139 | -15.38% | Q1 2026 | May 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 761 | 227 | 0.01% | 0.01% | 1114 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 762 | 227 | 0.03% | 0.03% | 1115 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| KINTRA WEALTH, LLC | History | New | 759 | 226 | 0.02% | — | 1118 | +759 | New | Q1 2026 | May 15, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 758 | 226 | 0.02% | 0.02% | 1116 | -24 | -3.07% | Q1 2026 | Apr 28, 2026 |
| Triune Financial Partners, LLC | History | Added to | 759 | 226 | 0.05% | 0.06% | 1117 | +2 | 0.26% | Q1 2026 | Apr 30, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | New | 753 | 225 | 0.01% | — | 1121 | +753 | New | Q1 2026 | May 04, 2026 |
| Detalus Advisors, LLC | History | Reduced | 756 | 225 | 0.05% | 0.08% | 1120 | -347 | -31.46% | Q1 2026 | Apr 22, 2026 |
| HOWE & RUSLING INC | History | Added to | 754 | 225 | 0.01% | 0.02% | 1119 | +1 | 0.13% | Q1 2026 | Apr 28, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 750 | 224 | 0.01% | 0.01% | 1122 | +96 | 14.68% | Q1 2026 | May 14, 2026 |
| Narus Financial Partners, LLC | History | No change | 750 | 224 | 0.06% | 0.07% | 1123 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Z3 Capital Partners, LLC | History | No change | 751 | 224 | 0.06% | 0.06% | 1124 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 748 | 223 | 0.02% | 0.02% | 1125 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 747 | 223 | 0.01% | 0.02% | 1126 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 745 | 222 | 0.04% | 0.04% | 1128 | -12 | -1.59% | Q1 2026 | May 12, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 746 | 222 | 0.03% | 0.04% | 1127 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Parisi Gray Wealth Management | History | Added to | 743 | 221 | 0.05% | 0.05% | 1129 | +3 | 0.41% | Q1 2026 | Apr 08, 2026 |
| Smith Salley Wealth Management | History | Reduced | 738 | 220 | 0.01% | 0.01% | 1130 | -24 | -3.15% | Q1 2026 | Apr 16, 2026 |
| Diversified Portfolios, Inc. | History | No change | 739 | 220 | 0.02% | 0.02% | 1131 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Anson Capital, Inc. | History | No change | 732 | 218 | 0.15% | 0.17% | 1132 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Everstar Asset Management, LLC | History | No change | 730 | 218 | 0.12% | 0.12% | 1133 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Avail Investment Partners, LLC | History | New | 727 | 217 | 0.23% | — | 1135 | +727 | New | Q1 2026 | May 13, 2026 |
| Investment Research Partners LLC | History | No change | 727 | 217 | 0.09% | 0.1% | 1134 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SHAYNE & JACOBS, LLC | History | Reduced | 724 | 216 | 0.07% | 0.08% | 1136 | -150 | -17.16% | Q1 2026 | Apr 28, 2026 |
| TTP Investments, Inc. | History | Added to | 723 | 216 | 0.09% | 0.07% | 1137 | +1 | 0.14% | Q1 2026 | Apr 16, 2026 |
| Planning Project LLC | History | No change | 689 | 216 | 0.05% | 0.05% | 1138 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC WORLD MARKET INC. | History | New | 722 | 215 | 0.0% | — | 1142 | +722 | New | Q1 2026 | May 14, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 722 | 215 | 0.03% | 0.03% | 1141 | -29 | -3.86% | Q1 2026 | May 11, 2026 |
| ACT Advisors, LLC. | History | Added to | 722 | 215 | 0.09% | 0.09% | 1140 | +2 | 0.28% | Q1 2026 | Apr 14, 2026 |
| Financial Advisors Network, Inc. | History | No change | 720 | 215 | 0.03% | 0.03% | 1139 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Research Global Investors | History | New | 740 | 214 | 0.0% | — | 1143 | +740 | New | Q1 2026 | May 13, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 713 | 213 | 0.01% | 0.01% | 1144 | +46 | 6.9% | Q1 2026 | Apr 27, 2026 |
| LongView Asset Management LLC | History | No change | 678 | 213 | 0.15% | 0.15% | 1145 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Certified Advisory Corp | History | Added to | 710 | 212 | 0.02% | 0.02% | 1146 | +2 | 0.28% | Q1 2026 | Apr 17, 2026 |
| Sylvest Advisors, LLC | History | No change | 710 | 212 | 0.11% | 0.12% | 1147 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Triumph Capital Management | History | Added to | 708 | 211 | 0.04% | 0.03% | 1148 | +250 | 54.59% | Q1 2026 | May 13, 2026 |
| Byrne Asset Management LLC | History | Reduced | 708 | 211 | 0.12% | 0.13% | 1149 | -25 | -3.41% | Q1 2026 | Apr 02, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 704 | 210 | 0.13% | 0.46% | 1151 | -1,656 | -70.17% | Q1 2026 | Apr 15, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 705 | 210 | 0.0% | 0.0% | 1150 | -75 | -9.62% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 701 | 209 | 0.02% | 0.03% | 1153 | -91 | -11.49% | Q1 2026 | Apr 28, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 702 | 209 | 0.0% | 0.01% | 1152 | +1 | 0.14% | Q1 2026 | May 04, 2026 |
| V2 Financial group LLC | History | No change | 700 | 209 | 0.1% | 0.11% | 1154 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Fonville Wealth Management LLC | History | No change | 698 | 208 | 0.04% | 0.04% | 1155 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Smith Partners Wealth Management, LLC | History | Reduced | 694 | 207 | 0.19% | 0.37% | 1158 | -571 | -45.14% | Q1 2026 | May 11, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 685 | 207 | 0.01% | 0.01% | 1156 | +2 | 0.29% | Q1 2026 | Apr 07, 2026 |
| Horizon Wealth Management, LLC | History | No change | 695 | 207 | 0.03% | 0.03% | 1157 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | No change | 686 | 205 | 0.04% | 0.03% | 1159 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Beverly Hills Private Wealth, LLC | History | New | 683 | 204 | 0.03% | — | 1160 | +683 | New | Q1 2026 | May 01, 2026 |
| SCHARF INVESTMENTS, LLC | History | Reduced | 680 | 203 | 0.01% | 0.01% | 1161 | -1,088 | -61.54% | Q1 2026 | Apr 13, 2026 |
| Granite Bay Wealth Management, LLC | History | Added to | 677 | 202 | 0.04% | 0.05% | 1164 | +2 | 0.3% | Q1 2026 | May 01, 2026 |
| Keel Point, LLC | History | No change | 642 | 202 | 0.01% | 0.01% | 1162 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | No change | 677 | 202 | 0.06% | 0.05% | 1163 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Peak Asset Management, LLC | History | New | 673 | 201 | 0.04% | — | 1165 | +673 | New | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | Added to | 662 | 199 | 0.01% | 0.0% | 1166 | +356 | 116.34% | Q1 2026 | Apr 27, 2026 |
| Solstein Capital, LLC | History | No change | 665 | 198 | 0.08% | 0.08% | 1167 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Horizon Investments, LLC | History | Added to | 660 | 197 | 0.0% | 0.0% | 1168 | +336 | 103.7% | Q1 2026 | May 14, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 656 | 196 | 0.17% | 0.16% | 1169 | +50 | 8.25% | Q1 2026 | May 11, 2026 |
| Front Row Advisors LLC | History | Reduced | 633 | 189 | 0.06% | 0.07% | 1171 | -63 | -9.05% | Q1 2026 | May 19, 2026 |
| Marquette Asset Management, LLC | History | No change | 633 | 189 | 0.03% | 0.03% | 1170 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 623 | 186 | 0.06% | 0.07% | 1172 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| BALLAST ADVISORS LLC | History | No change | 601 | 180 | 0.05% | 0.05% | 1173 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 587 | 175 | 0.01% | — | 1174 | +587 | New | Q1 2026 | Apr 14, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 578 | 172 | 0.05% | 0.06% | 1175 | -25 | -4.15% | Q1 2026 | Apr 22, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 568 | 169 | 0.04% | 0.04% | 1177 | +2 | 0.35% | Q1 2026 | May 01, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 567 | 169 | 0.01% | 0.01% | 1176 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 562 | 167 | 0.13% | 0.15% | 1178 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sankala Group LLC | History | No change | 556 | 163 | 0.13% | 0.14% | 1179 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| CVA Family Office, LLC | History | No change | 535 | 159 | 0.02% | 0.02% | 1180 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Dunhill Financial, LLC | History | New | 528 | 157 | 0.04% | — | 1182 | +528 | New | Q1 2026 | May 06, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 526 | 157 | 0.01% | 0.01% | 1181 | +76 | 16.89% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 518 | 154 | 0.0% | 0.0% | 1183 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 506 | 151 | 0.07% | — | 1184 | +506 | New | Q1 2026 | May 14, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 505 | 150 | 0.04% | 0.06% | 1185 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 500 | 149 | 0.01% | 0.01% | 1186 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Grove Bank & Trust | History | Added to | 489 | 146 | 0.02% | 0.01% | 1187 | +123 | 33.61% | Q1 2026 | Apr 08, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 490 | 146 | 0.02% | 0.02% | 1188 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Bernard Wealth Management Corp. | History | No change | 483 | 144 | 0.06% | 0.06% | 1189 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Reduced | 478 | 142 | 0.06% | 0.33% | 1191 | -1,938 | -80.22% | Q1 2026 | May 06, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 476 | 142 | 0.01% | 0.01% | 1190 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 473 | 141 | 0.01% | 0.01% | 1192 | -103 | -17.88% | Q1 2026 | May 05, 2026 |
| Colonial Trust Co / SC | History | No change | 472 | 141 | 0.02% | 0.02% | 1193 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Rossmore Private Capital | History | No change | 463 | 138 | 0.01% | 0.01% | 1194 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| United Financial Planning Group LLC | History | No change | 461 | 137 | 0.08% | 0.09% | 1195 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ATWOOD & PALMER INC | History | New | 448 | 133 | 0.01% | — | 1197 | +448 | New | Q1 2026 | Apr 15, 2026 |
| CURIO WEALTH, LLC | History | No change | 446 | 133 | 0.05% | 0.05% | 1196 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| JPL Wealth Management, LLC | History | New | 440 | 131 | 0.03% | — | 1199 | +440 | New | Q1 2026 | May 08, 2026 |
| MOTCO | History | Reduced | 440 | 131 | 0.01% | 0.02% | 1198 | -155 | -26.05% | Q1 2026 | Apr 22, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 397 | 129 | 0.16% | 0.33% | 1200 | -397 | -50.0% | Q1 2026 | Apr 29, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 427 | 127 | 0.01% | 0.01% | 1201 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Ancora Advisors LLC | History | No change | 422 | 126 | 0.0% | 0.0% | 1202 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hughes Financial Services, LLC | History | No change | 418 | 124 | 0.02% | 0.02% | 1203 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Caldwell Trust Co | History | Reduced | 406 | 121 | 0.01% | 0.01% | 1205 | -35 | -7.94% | Q1 2026 | Apr 22, 2026 |
| FIRST HORIZON CORP | History | Reduced | 407 | 121 | 0.01% | 0.01% | 1204 | -16 | -3.78% | Q1 2026 | Apr 30, 2026 |
| Midway Capital Research & Management | History | New | 400 | 119 | 0.11% | — | 1206 | +400 | New | Q1 2026 | Apr 13, 2026 |
| Hills Bank & Trust Co | History | No change | 395 | 118 | 0.01% | 0.01% | 1207 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| GoalVest Advisory LLC | History | No change | 397 | 118 | 0.02% | 0.02% | 1208 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 394 | 117 | 0.03% | — | 1209 | +394 | New | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 389 | 116 | 0.02% | 0.02% | 1210 | +1 | 0.26% | Q1 2026 | May 15, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 375 | 112 | 0.01% | — | 1211 | +375 | New | Q1 2026 | Apr 27, 2026 |
| DT Investment Partners, LLC | History | No change | 369 | 110 | 0.01% | 0.01% | 1212 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 367 | 109 | 0.02% | 0.02% | 1213 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Dorato Capital Management | History | No change | 353 | 109 | 0.08% | 0.08% | 1214 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Cornerstone Financial Management LLC | History | No change | 365 | 109 | 0.1% | 0.11% | 1215 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 341 | 107 | 0.04% | 0.04% | 1216 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 353 | 105 | 0.06% | 0.07% | 1217 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Reduced | 350 | 104 | 0.04% | 0.05% | 1218 | -47 | -11.84% | Q1 2026 | Apr 17, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 348 | 104 | 0.01% | 0.01% | 1219 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Intelligent Financial Strategies | History | No change | 346 | 103 | 0.05% | 0.05% | 1220 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 335 | 100 | 0.05% | 0.05% | 1221 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 334 | 99 | 0.05% | 0.06% | 1222 | -16 | -4.57% | Q1 2026 | May 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 325 | 97 | 0.07% | 0.08% | 1223 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| First Pacific Financial | History | Added to | 323 | 96 | 0.01% | 0.01% | 1224 | +1 | 0.31% | Q1 2026 | Apr 23, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 311 | 92 | 0.05% | 0.05% | 1225 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | No change | 310 | 92 | 0.03% | 0.03% | 1226 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Colony Family Offices, LLC | History | Added to | 306 | 91 | 0.02% | 0.02% | 1227 | +32 | 11.68% | Q1 2026 | Apr 21, 2026 |
| Timmons Wealth Management, LLC | History | No change | 305 | 91 | 0.09% | 0.09% | 1228 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| one8zero8, LLC | History | No change | 300 | 89 | 0.02% | 0.02% | 1229 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| COUNTRY TRUST BANK | History | No change | 296 | 88 | 0.0% | 0.0% | 1230 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Bare Financial Services, Inc | History | No change | 286 | 85 | 0.02% | 0.03% | 1231 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PETERSON WEALTH MANAGEMENT | History | New | 275 | 82 | 0.05% | — | 1234 | +275 | New | Q1 2026 | May 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 275 | 82 | 0.0% | 0.0% | 1232 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 276 | 82 | 0.08% | 0.09% | 1233 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 272 | 81 | 0.07% | 0.05% | 1235 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 267 | 79 | 0.01% | 0.01% | 1236 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Added to | 258 | 77 | 0.01% | 0.01% | 1237 | +48 | 22.86% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 255 | 76 | 0.0% | 0.0% | 1238 | +46 | 22.01% | Q1 2026 | May 01, 2026 |
| WEBSTER BANK, N. A. | History | No change | 257 | 76 | 0.01% | 0.01% | 1239 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Perkins Coie Trust Co | History | No change | 250 | 74 | 0.01% | 0.01% | 1240 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 251 | 74 | 0.02% | 0.03% | 1241 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| JDM Financial Group LLC | History | No change | 241 | 72 | 0.03% | 0.03% | 1242 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Granite FO LLC | History | No change | 243 | 72 | 0.04% | 0.04% | 1243 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 235 | 70 | 0.0% | 0.0% | 1244 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Powell Investment Advisors, LLC | History | No change | 228 | 68 | 0.02% | 0.02% | 1245 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 225 | 67 | 0.01% | 0.01% | 1246 | +80 | 55.17% | Q1 2026 | May 11, 2026 |
| Rice Partnership, LLC | History | No change | 223 | 66 | 0.01% | 0.01% | 1247 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 217 | 64 | 0.01% | 2.55% | 1248 | -78,271 | -99.72% | Q1 2026 | Apr 15, 2026 |
| MidFirst Bank | History | Added to | 217 | 64 | 0.01% | 0.0% | 1250 | +45 | 26.16% | Q1 2026 | May 15, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 215 | 64 | 0.04% | 0.04% | 1249 | +1 | 0.47% | Q1 2026 | Apr 07, 2026 |
| ORG Partners LLC | History | No change | 199 | 62 | 0.01% | 0.01% | 1251 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Colonial Trust Advisors | History | No change | 194 | 57 | 0.0% | 0.0% | 1252 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MCF Advisors LLC | History | Added to | 188 | 56 | 0.0% | 0.0% | 1254 | +176 | 1466.67% | Q1 2026 | May 11, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 189 | 56 | 0.0% | 0.0% | 1253 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 172 | 54 | 0.0% | 0.0% | 1255 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Princeton Global Asset Management LLC | History | No change | 183 | 54 | 0.01% | 0.01% | 1256 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Orion Capital Management LLC | History | No change | 182 | 54 | 0.02% | 0.02% | 1257 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 182 | 54 | 0.01% | 0.02% | 1258 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 166 | 52 | 0.03% | 0.03% | 1259 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| North Star Investment Management Corp. | History | No change | 170 | 50 | 0.0% | 0.0% | 1260 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | New | 164 | 49 | 0.01% | — | 1262 | +164 | New | Q1 2026 | Apr 08, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 166 | 49 | 0.01% | 0.01% | 1261 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Millstone Evans Group, LLC | History | No change | 160 | 47 | 0.03% | 0.03% | 1263 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HOERTKORN RICHARD CHARLES | History | No change | 145 | 43 | 0.04% | 0.02% | 1264 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Security National Bank | History | No change | 144 | 43 | 0.01% | 0.01% | 1265 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Westend Capital Management, LLC | History | No change | 141 | 42 | 0.01% | 0.01% | 1266 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 142 | 42 | 0.0% | 0.0% | 1267 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Red Tortoise LLC | History | No change | 141 | 42 | 0.02% | 0.02% | 1268 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Field & Main Bank | History | No change | 138 | 41 | 0.01% | 0.01% | 1269 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Wiser Advisor Group LLC | History | No change | 139 | 41 | 0.05% | 0.05% | 1270 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 133 | 39 | 0.0% | 0.0% | 1271 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 128 | 38 | 0.01% | 0.01% | 1272 | -15 | -10.49% | Q1 2026 | May 04, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 118 | 35 | 0.0% | 0.0% | 1273 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 115 | 34 | 0.0% | 0.0% | 1274 | +28 | 32.18% | Q1 2026 | May 06, 2026 |
| Crews Bank & Trust | History | No change | 110 | 32 | 0.0% | 0.0% | 1275 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 103 | 30 | 0.09% | 0.09% | 1276 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 100 | 30 | 0.04% | 0.04% | 1277 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 100 | 29 | 0.0% | 0.0% | 1278 | -74 | -42.53% | Q1 2026 | May 01, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 98 | 29 | 0.0% | 0.0% | 1279 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 93 | 27 | 0.01% | 0.01% | 1280 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | No change | 86 | 25 | 0.01% | 0.01% | 1281 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 81 | 24 | 0.0% | 0.0% | 1282 | +2 | 2.53% | Q1 2026 | May 01, 2026 |
| Hurley Capital, LLC | History | No change | 79 | 23 | 0.01% | 0.01% | 1283 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 80 | 23 | 0.0% | 0.01% | 1284 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 75 | 23 | 0.02% | 0.02% | 1285 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Tidemark, LLC | History | No change | 71 | 21 | 0.01% | 0.01% | 1286 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Key Capital Management, INC | History | New | 67 | 20 | 0.01% | — | 1287 | +67 | New | Q1 2026 | May 07, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 112 | 19 | 0.0% | — | 1289 | +112 | New | Q1 2026 | May 15, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 64 | 19 | 0.01% | 0.01% | 1288 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Topsail Wealth Management, LLC | History | No change | 62 | 18 | 0.0% | 0.0% | 1290 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Crewe Advisors LLC | History | No change | 59 | 17 | 0.0% | 0.0% | 1291 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Archer Investment Corp | History | No change | 59 | 17 | 0.0% | 0.0% | 1292 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 59 | 17 | 0.01% | 0.01% | 1293 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Quaker Wealth Management, LLC | History | No change | 54 | 16 | 0.0% | 0.01% | 1294 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Rossby Financial, LCC | History | New | 52 | 15 | 0.0% | — | 1298 | +52 | New | Q1 2026 | May 11, 2026 |
| SITTNER & NELSON, LLC | History | No change | 51 | 15 | 0.01% | 0.01% | 1295 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Quent Capital, LLC | History | No change | 51 | 15 | 0.0% | 0.0% | 1296 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Whipplewood Advisors, LLC | History | No change | 53 | 15 | 0.01% | 0.01% | 1297 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Evergreen Advisors, LLC | History | New | 49 | 14 | 0.0% | — | 1300 | +49 | New | Q1 2026 | May 05, 2026 |
| RMG Wealth Management LLC | History | New | 44 | 14 | 0.0% | — | 1301 | +44 | New | Q1 2026 | May 14, 2026 |
| Financial Perspectives, Inc | History | No change | 49 | 14 | 0.0% | 0.0% | 1299 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Kilter Group LLC | History | No change | 44 | 13 | 0.01% | 0.01% | 1302 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 41 | 12 | 0.0% | 0.0% | 1303 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Parkside Financial Bank & Trust | History | No change | 36 | 10 | 0.0% | 0.0% | 1304 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PFS Partners, LLC | History | No change | 34 | 10 | 0.0% | 0.0% | 1305 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 32 | 9 | 0.0% | 0.0% | 1306 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| EPG Wealth Management LLC | History | No change | 28 | 8 | 0.0% | 0.0% | 1307 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Signature Equity Partners, LLC | History | New | 24 | 7 | 0.0% | — | 1311 | +24 | New | Q1 2026 | May 13, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 24 | 7 | 0.0% | 0.0% | 1308 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 25 | 7 | 0.0% | 0.0% | 1309 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Coston, McIsaac & Partners | History | No change | 25 | 7 | 0.0% | 0.0% | 1310 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 22 | 6 | 0.0% | 0.02% | 1312 | -233 | -91.37% | Q1 2026 | Apr 29, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 23 | 6 | 0.0% | 0.0% | 1313 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 20 | 5 | 0.0% | — | 1320 | +20 | New | Q1 2026 | Apr 14, 2026 |
| CAPITAL & PLANNING, LLC | History | New | 19 | 5 | 0.0% | — | 1322 | +19 | New | Q1 2026 | May 15, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 17 | 5 | 0.0% | — | 1321 | +17 | New | Q1 2026 | Apr 16, 2026 |
| Wilkerson Advisory Group LLC | History | Reduced | 17 | 5 | 0.0% | 0.0% | 1319 | -8 | -32.0% | Q1 2026 | May 08, 2026 |
| Osbon Capital Management LLC | History | No change | 18 | 5 | 0.0% | 0.0% | 1314 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Operose Advisors LLC | History | No change | 17 | 5 | 0.0% | 0.0% | 1315 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ROGCO, LP | History | No change | 20 | 5 | 0.0% | 0.0% | 1316 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 17 | 5 | 0.0% | 0.0% | 1317 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 20 | 5 | 0.0% | 0.0% | 1318 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 16 | 4 | 0.0% | 0.01% | 1323 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Global Trust Asset Management, LLC | History | No change | 15 | 4 | 0.0% | 0.0% | 1324 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Creative Capital Management Investments LLC | History | No change | 16 | 4 | 0.0% | 0.0% | 1325 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Monetary Solutions, Ltd | History | No change | 15 | 4 | 0.0% | 0.0% | 1326 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 12 | 3 | 0.0% | 0.0% | 1328 | -6 | -33.33% | Q1 2026 | May 06, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 12 | 3 | 0.0% | 0.0% | 1327 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 11 | 3 | 0.0% | 0.0% | 1329 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 7 | 2 | 0.0% | 0.0% | 1330 | -634 | -98.91% | Q1 2026 | May 12, 2026 |
| First Command Advisory Services, Inc. | History | New | 7 | 2 | 0.0% | — | 1333 | +7 | New | Q1 2026 | May 07, 2026 |
| NVWM, LLC | History | No change | 8 | 2 | 0.0% | 0.0% | 1331 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| West Branch Capital LLC | History | No change | 9 | 2 | 0.0% | 0.0% | 1332 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| WestEnd Advisors, LLC | History | Reduced | 4 | 1 | 0.0% | 0.0% | 1334 | -72 | -94.74% | Q1 2026 | Apr 22, 2026 |
| North Ridge Wealth Advisors, Inc. | History | New | 5 | 1 | 0.0% | — | 1335 | +5 | New | Q1 2026 | May 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 5.77% | — | -1,058,705 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -91,443 | -100.0% | Q1 2026 | Apr 22, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 1.85% | — | -53,552 | -100.0% | Q1 2026 | Apr 22, 2026 |
| BANK HAPOALIM BM | History | Closed out | 0 | 0 | — | 1.3% | — | -47,700 | -100.0% | Q1 2026 | May 04, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.9% | — | -22,925 | -100.0% | Q1 2026 | May 01, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.12% | — | -16,558 | -100.0% | Q1 2026 | Apr 23, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -15,609 | -100.0% | Q1 2026 | May 12, 2026 |
| Elevation Capital Advisory, LLC | History | Closed out | 0 | 0 | — | 1.84% | — | -14,289 | -100.0% | Q1 2026 | May 08, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -11,522 | -100.0% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,317 | -100.0% | Q1 2026 | Apr 07, 2026 |
| KM Capital Management Ltd. | History | Closed out | 0 | 0 | — | 1.03% | — | -6,400 | -100.0% | Q1 2026 | May 15, 2026 |
| Southland Equity Partners LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -5,191 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Berkshire Money Management, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -4,420 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Austin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -3,650 | -100.0% | Q1 2026 | Apr 14, 2026 |
| KWMG, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,477 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Marshall Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -3,467 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,356 | -100.0% | Q1 2026 | Apr 21, 2026 |
| ANDERSON HOAGLAND & CO | History | Closed out | 0 | 0 | — | 0.07% | — | -2,584 | -100.0% | Q1 2026 | Apr 07, 2026 |
| WEALTH ALLIANCE, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,539 | -100.0% | Q1 2026 | May 14, 2026 |
| Tradewinds, LLC. | History | Closed out | 0 | 0 | — | 0.19% | — | -2,465 | -100.0% | Q1 2026 | May 04, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,019 | -100.0% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,709 | -100.0% | Q1 2026 | May 20, 2026 |
| Bank of Marin | History | Closed out | 0 | 0 | — | 0.35% | — | -1,627 | -100.0% | Q1 2026 | May 14, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,603 | -100.0% | Q1 2026 | May 06, 2026 |
| Hershey Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -1,519 | -100.0% | Q1 2026 | May 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,366 | -100.0% | Q1 2026 | May 14, 2026 |
| Cornerstone Planning, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,074 | -100.0% | Q1 2026 | May 11, 2026 |
| Nova R Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -1,035 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -956 | -100.0% | Q1 2026 | May 01, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -910 | -100.0% | Q1 2026 | May 01, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -910 | -100.0% | Q1 2026 | Apr 20, 2026 |
| BBR PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -834 | -100.0% | Q1 2026 | May 12, 2026 |
| DeLarme Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.19% | — | -830 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Hoxton Planning & Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -796 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Accredited Investors Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -774 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -751 | -100.0% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -722 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Kingsman Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -671 | -100.0% | Q1 2026 | Apr 21, 2026 |
| ASSOCIATED BANC-CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -669 | -100.0% | Q1 2026 | May 01, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -665 | -100.0% | Q1 2026 | May 12, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -661 | -100.0% | Q1 2026 | May 11, 2026 |
| TRUE Private Wealth Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -657 | -100.0% | Q1 2026 | May 15, 2026 |
| Acorn Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -657 | -100.0% | Q1 2026 | Apr 30, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -655 | -100.0% | Q1 2026 | May 06, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.02% | — | -653 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Cornerstone Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -651 | -100.0% | Q1 2026 | May 04, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -650 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Clarity Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -650 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Perennial Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -642 | -100.0% | Q1 2026 | May 15, 2026 |
| Rubicon Advisors, GP | History | Closed out | 0 | 0 | — | 0.19% | — | -639 | -100.0% | Q1 2026 | May 14, 2026 |
| Meredith Wealth Planning | History | Closed out | 0 | 0 | — | 0.06% | — | -636 | -100.0% | Q1 2026 | Apr 27, 2026 |
| WEALTHGARDEN F.S. LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -635 | -100.0% | Q1 2026 | May 04, 2026 |
| American Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -440 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Darwin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -345 | -100.0% | Q1 2026 | May 01, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.03% | — | -222 | -100.0% | Q1 2026 | May 15, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -208 | -100.0% | Q1 2026 | May 11, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -204 | -100.0% | Q1 2026 | Apr 29, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -187 | -100.0% | Q1 2026 | May 14, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -151 | -100.0% | Q1 2026 | May 11, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -142 | -100.0% | Q1 2026 | May 08, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -130 | -100.0% | Q1 2026 | May 15, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -102 | -100.0% | Q1 2026 | May 08, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -95 | -100.0% | Q1 2026 | May 04, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -94 | -100.0% | Q1 2026 | May 04, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -84 | -100.0% | Q1 2026 | May 01, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -56 | -100.0% | Q1 2026 | May 11, 2026 |
| YANKCOM Partnership | History | Closed out | 0 | 0 | — | 0.01% | — | -43 | -100.0% | Q1 2026 | Apr 20, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q1 2026 | Apr 14, 2026 |
| West Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q1 2026 | Apr 08, 2026 |
| GODSEY & GIBB, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Hanson & Doremus Investment Management | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q1 2026 | Apr 17, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q1 2026 | May 07, 2026 |
| Bank of Jackson Hole Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q1 2026 | May 12, 2026 |
| New Republic Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | May 01, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | Apr 23, 2026 |
| Safe Harbor Fiduciary, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |